2017-11-13T08:34:19-06:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 3801 BARRETT DRIVE RALEIGH NC 27609 990 2016-01-01 560891732 SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS WAKE COUNTY INC SOCI 9197722326 200 PETFINDER LANE RALEIGH NC 27603 KIM JANZEN PRESIDENT/CEO 9197722326 2017-11-01 1 JOHN NORMAN P01506766 9197813581 67.137.57.251 2017-11-01 15:40:02 ED P 59D64C9552D6079BF474F8B7BAF6DF689AA58653 A096C0DC1C7E2872CEA49247375D804645DAF35C 2016 2017-02-10 21:41:12Z SPCA OF WAKE COUNTY INC KIM JANZEN 200 PETFINDER LANE RALEIGH NC 27603 4607205 0 X WWW.SPCAWAKE.ORG X 1967 NC TO TRANSFORM THE LIVES OF PETS AND PEOPLE THROUGH PROTECTION, CARE, EDUCATION AND ADOPTION. 18 18 56 1550 0 0 2864442 2719177 297917 309893 11052 54121 106611 70403 3280022 3153594 0 0 0 0 1475892 1559534 0 0 290428 1327524 1260213 2803416 2819747 476606 333847 4539195 4771748 846318 760074 3692877 4011674 TO TRANSFORM THE LIVES OF PETS AND PEOPLE THROUGH PROTECTION, CARE, EDUCATION AND ADOPTION. 0 0 1716212 396182 SHELTERING AND ADOPTION: THE SPCA IS A MANAGED-ADMISSION, NO-KILL ORGANIZATION COMMITTED TO PROVIDING QUALITY CARE, COMPASSION AND A SECOND CHANCE WITH A LOVING FAMILY TO THOUSANDS OF HOMELESS PETS IN WAKE AND SURROUNDING COUNTIES. IN 2016, THE SPCA TOOK IN NEARLY 3,500 HOMELESS PETS IN NEED AND PROVIDED SHELTER, SAFETY, BEHAVIOR SUPPORT, MEDICAL CARE AND ADOPTION SERVICES. 432362 11533 SPAY/NEUTER: A CORE MISSION OF THE SPCA IS TO REDUCE THE NUMBER OF HOMELESS ANIMALS IN OUR COMMUNITY BY PROVIDING SPAY/NEUTER SERVICES IN AND AROUND WAKE COUNTY. ALL ANIMALS ARE SPAYED OR NEUTERED PRIOR TO ADOPTION FROM THE SPCA OF WAKE COUNTY. IN 2016, CLOSE TO 6,000 ANIMALS RECEIVED SPAY/NEUTER SURGERY THROUGH PROGRAMS PROVIDED BY THE SPCA. 57354 21366 COMMUNITY OUTREACH PROGRAM: THE SPCA'S COMMUNITY OUTREACH PROGRAM IS COMPRISED OF A CLUSTER OF SERVICES THAT STRIVE TO HELP ANIMALS BY HELPING THE PEOPLE WHO CARE FOR THEM. THE ANIMEALS PROGRAM HELPS KEEP BELOVED PETS IN THEIR HOMES BY PROVIDING DELIVERY OF PET FOOD TO PEOPLE WITH DISABILITIES AND HOME-BOUND SENIORS. THE SPCA'S BEHAVIOR OUTREACH HELPS PET OWNERS EXPERIENCING BEHAVIOR PROBLEMS WITH THEIR PETS BY PROVIDING TRAINING AND OTHER POSITIVE, REWARD-BASED SOLUTIONS. THE HUMANE EDUCATION PROGRAM PROMOTES RESPONSIBLE PET CARE, COMPASSION AND RESPECT FOR ALL LIVING THINGS TO CHILDREN AND ADULTS. 2205928 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 56 1 0 0 0 0 0 1 1 0 0 0 1 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X KIM BEAVER 9197722326 200 PETFINDER LANE RALEIGH NC 27603 MELANIE REEVE BOARD OF DIRECTORS CHAIR 1.00 X X 0 0 0 MISSY ORR BOARD OF DIRECTORS CHAIR-ELECT 1.00 X X 0 0 0 MARK CARLTON BOARD OF DIRECTORS CO-TREASURER 1.00 X X 0 0 0 JAY SHARPE BOARD OF DIRECTORS CO-TREASURER 1.00 X X 0 0 0 GEORGE GHNEIM BOARD OF DIRECTORS SECRETARY 1.00 X X 0 0 0 GEETA BHAT BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 ERIC CURRAN BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 KELLY MARGOLIS DAGGER BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 J KENNETH EDWARDS BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 JILL HENDRICKSON BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 SHANE JOHNSTON BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 KELLY LEE BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 STEVE LINDSEY BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 STEVEN PEEDIN BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 MATTHEW RAHN BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 DEBRA SASSER BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 CAROL KIMBALL STAHL BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 JOELLEN WILKES BOARD OF DIRECTORS MEMBER 1.00 X 0 0 0 KIMBERLY JANZEN PRESIDENT / CEO 40.00 X 108140 0 0 KIM BEAVER DIRECTOR OF FINANCE 40.00 X 62757 0 0 170897 0 0 1 0 0 0 0 413778 2305399 2719177 ADOPTION AND SURRENDER FEES 900099 276994 276994 OTHER PROGRAM REVENUE 900099 32899 32899 309893 10279 10279 41173 0 41173 41173 41173 1306452 1262610 43842 43842 43842 87521 413778 137871 -50350 -50350 131145 53130 78015 78015 INCREASE IN CSV 900099 1565 1565 1565 3153594 429081 0 5336 170896 76566 88923 5407 1388638 1168098 118339 102201 17001 17001 6500 6500 129266 86251 28782 14233 107720 105948 1252 520 3870 3358 463 49 23503 22934 401 168 150312 147546 1954 812 16156 15232 847 77 EVENT EXPENSES 329827 147630 16710 165487 MEDICAL/VETERINARIAN 193505 193505 0 0 SHELTER SUPPLIES AND SE 158597 158597 0 0 MERCHANT & BANK FEES 44603 15910 28693 0 79353 64353 13526 1474 2819747 2205928 323391 290428 954125 1196886 7374 9322 18559 16679 13272 13242 4851725 1835139 3110259 3016586 396472 478333 39134 40700 4539195 4771748 239102 187758 1727 871 570724 543077 34765 28368 846318 760074 X 3582152 3899519 9200 9200 101525 102955 3692877 4011674 4539195 4771748 333847 -15051 0 X X 0 1 X 1 0 X 1910091 1825354 2162429 2864442 2717747 11480063 305078 391482 476291 297917 309893 1780661 2215169 2216836 2638720 3162359 3027640 13260724 71961 52645 154716 65356 25543 370221 133180 30760 11190 175130 205141 83405 165906 65356 25543 545351 12715373 9817 7606 8457 51033 51452 128365 9817 7606 8457 51033 51452 128365 2224986 2224442 2647177 3213392 3079092 13389089 0.94970 0.88720 0.00960 0.00670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101569 1430 102999 101525 44 101569 1.00000 1 0 501762 501762 3548319 1239472 2308847 188071 159861 28210 586304 419933 166371 27269 15873 11396 3016586 INVESTMENTS 478333 F 478333 COPIER LEASE LIABILITY 21278 CURRENT PORTION OF LEASE LIABILITY 7090 28368 X 3730158 -15051 400613 191001 576563 3153595 0 3153595 3411361 400613 191001 591614 2819747 0 2819747 PART V, LINE 4: THE ORGANIZATION ESTABLISHED AN ENDOWMENT THROUGH THE NORTH CAROLINA COMMUNITY FOUNDATION. EACH YEAR 5% OF THE ANNUAL INTEREST EARNED, AFTER FEES, IS TO BE DISPENSED TO THE ORGANIZATION WITH THE REMAINING 95% BEING REINVESTED IN THE FUND. THE BOARD OF TRUSTEES OF THE NORTH CAROLINA COMMUNITY FOUNDATION HAS THE POWER TO MODIFY ANY RESTRICTION OR CONDITION ON THE DISTRIBUTION OF FUNDS FOR ANY SPECIFIED CHARITABLE PURPOSES OR TO THE SPECIFIED ORGANIZATION IF, IN THE SOLE JUDGMENT OF THE BOARD, SUCH RESTRICTION OR CONDITION BECOMES, IN EFFECT, UNNECESSARY, INCAPABLE OF FULFILLMENT, OR INCONSISTENT WITH THE CHARITABLE NEEDS OF THE COMMUNITY SERVED. DURING THE YEAR ENDED DECEMBER 31, 2015, MANAGEMENT DETERMINED THIS AMOUNT SHOULD NO LONGER BE RECORDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS AS THE NORTH CAROLINA COMMUNITY FOUNDATION HAS VARIANCE POWER OVER THE FUNDS. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY THE PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE ORGANIZATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT DECEMBER 31, 2016. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE ORGANIZATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2016 AND 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 137,871. COGS 53,130. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 137,871. COGS 53,130. DOG WALK 209307 197512 11795 10473 35564 FUR BALL 261954 191787 70167 3500 77658 2 30038 24479 5559 600 10076 501299 413778 87521 14573 123298 137871 -50350 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND PRESENTS IT TO THE BOARD FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ONCE A YEAR, EACH BOARD MEMBER IS ASKED TO SIGN A QUESTIONNAIRE DETAILING ANY TRANSACTION THAT MAY BE CONSIDERED A CONFLICT OF INTEREST. IN THE EVENT THERE IS A CONFLICT DURING THE YEAR, THAT MEMBER WOULD EXCUSE HIMSELF/HERSELF FROM ANY DISCUSSION OR VOTE. THE ORGANIZATION USES THE BANK OF ONE OF THE BOARD MEMBERS. PER THE CONFLICT OF INTEREST POLICY, THIS BOARD MEMBER EXCUSES HIMSELF FROM ANY VOTES INVOLVING THAT BANK. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR KEY EMPLOYEES IS PERIODICALLY REVIEWED BY THE EXECUTIVE COMMITTEE. ADDITIONALLY, COMPENSATION SURVEYS ARE CONDUCTED AND FORMS 990 OF SIMILARLY SIZED ORGANIZATIONS ARE REVIEWED TO CONFIRM THAT COMPENSATION IS REASONABLE. COMPENSATION IS APPROVED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE AND DISCUSSIONS ARE DOCUMENTED IN MEETING MINUTES. THERE IS NO OFFICER COMPENSATION. COMPENSATION FOR KEY EMPLOYEES IS PERIODICALLY REVIEWED BY THE EXECUTIVE COMMITTEE. ADDITIONALLY, COMPENSATION SURVEYS ARE CONDUCTED AND FORMS 990 OF SIMILARLY SIZED ORGANIZATIONS ARE REVIEWED TO CONFIRM THAT COMPENSATION IS REASONABLE. COMPENSATION IS APPROVED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE AND DISCUSSIONS ARE DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION MADE NO CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.