2026-03-18T15:51:37-05:00 2025-06-30 680456752 DILLWOOD BURKEL & MILLAR LLP 175 CONCOURSE BOULEVARD SUITE A SANTA ROSA CA 95403 990 2024-07-01 946001315 HUMANE SOCIETY OF SONOMA COUNTY HUMA 7075420882 PO BOX 1296 SANTA ROSA CA 95402 CYNTHIA KING EXECUTIVE DIRECTOR 7075420882 2026-03-11 1 1 LOTASHA THOMAS P01225273 7075778806 2026-03-11 2024 2025-03-06 01:10:19Z CYNTHIA KING PO BOX 1296 SANTA ROSA CA 95402 7305359 0 X HUMANESOCIETYSOCO.ORG X 1931 CA THE SOCIETY IS A NONPROFIT ANIMAL WELFARE ORGANIZATION THAT RESCUES ANIMALS AND OFFERS COMMUNITY RESOURCES FOR PETS. 9 9 108 346 14874 3973 3235458 3454981 1484028 1471154 115742 163040 -86770 -16116 4748458 5073059 0 0 0 0 3802357 3560673 0 0 824960 1932408 1848212 5734765 5408885 -986307 -335826 11355005 11569888 2572198 2532413 8782807 9037475 TO SAVE LIVES AND BENEFIT THE WELL-BEING OF PETS AND THEIR PEOPLE WITH KINDNESS, INNOVATION, AND LEADERSHIP. 0 0 1946224 648646 THE HUMANE SOCIETY OF SONOMA COUNTY OPERATES THREE VETERINARY MEDICAL FACILITIES: SHELTER MEDICINE, THE SPAY & NEUTER CLINIC, AND THE COMMUNITY VETERINARY CLINIC, WHICH PROVIDES LOW-COST VETERINARY SERVICES TO SONOMA COUNTY RESIDENTS WHO QUALIFY BASED ON INCOME. 1877618 522935 THE SHELTER - THE SOCIETY'S SHELTER PROVIDES A SAFE HAVEN AND CARE FOR ABANDONED, INJURED, ABUSED, AND RESCUED ANIMALS. THROUGH ITS VETERINARY SERVICES, FOSTER NETWORK, SPAY AND NEUTER SERVICES, AND ENRICHMENT PROGRAMS, ANIMALS RECEIVE EXPERT MEDICAL CARE, SOCIALIZATION AND TRAINING AS THEY ARE READIED FOR ADOPTION. THE SOCIETY IS A MANAGED ADMISSION SHELTER WHICH EMPLOYS PET RETENTION STRATEGIES TO HELP PETS REMAIN IN THEIR HOMES. IN ACCORDANCE WITH THE ASILOMAR ACCORDS, WE ARE A COMMUNITY AND SOCIALLY CONSCIOUS ORGANIZATION THAT HAS A 97% LIVE-RELEASE RATE. 154006 156350 OTHER SERVICES - THE SOCIETY PROVIDES A WIDE RANGE OF SERVICES AIMED AT ENHANCING THE BOND BETWEEN PEOPLE AND ANIMALS. THESE SERVICES INCLUDE DOG TRAINING CLASSES AND HUMANE EDUCATION. 3977848 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 108 1 1 1 0 0 0 0 1 1 1 3 1 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ERICA MUNSEL 7075420882 PO BOX 1296 SANTA ROSA CA 95402 LISA BARNES PRESIDENT 3.00 X X 0 0 0 KATI AHO VICE-PRESIDENT 3.00 X X 0 0 0 KELLY STROMGREN TREASURER 5.00 X X 0 0 0 NEVILLE HORMUZ SECRETARY, END 1/25 1.00 X X 0 0 0 SANDY CHUTE DIRECTOR 1.00 X 0 0 0 STEVE MAASS DIRECTOR 1.00 X 0 0 0 MARK RUBINS SECRETARY, START 1/25 1.00 X X 0 0 0 CHRIS KITTREDGE DIRECTOR 1.00 X 0 0 0 ANA SUAREZ DIRECTOR, END 12/24 1.00 X 0 0 0 KRISTEN TRISKO DIRECTOR 1.00 X 0 0 0 JOHNNY DRAKE DIRECTOR, END 7/24 1.00 X 0 0 0 ROBERT QUAIL DIRECTOR, END 12/24 1.00 X 0 0 0 LINDSAY MCCALL EXECUTIVE DIRECTOR, END 1/25 40.00 X 168525 0 4749 NEVILLE HORMUZ INTERIM EXECUTIVE DIRECTOR, STRT 1/25 40.00 X 0 0 0 ERICA MUNSEL DIRECTOR OF FINANCE 40.00 X 102793 0 4301 ADA NORRIS VETERINARIAN 40.00 X 124649 0 6514 PRISCILLA LOCKE DIRECTOR OF DEVELOPMENT 40.00 X 121055 0 6607 KATHERINE MENARD VETERINARIAN 40.00 X 111362 0 4794 ALBERTO ESCOBEDO DIRECTOR OF VETERINARY OPERATIONS 40.00 X 108531 0 5264 736915 0 32229 6 0 1 0 0 160321 44757 3249903 86148 3454981 SPAY/NEUTER 456199 385823 385823 COMMUNITY VET CLINIC 456199 382126 382126 HEALDSBURG CENTER 456199 303547 303547 ADOPTIONS 456199 233197 233197 GROUP CLASSES 456199 96487 96487 69974 69974 1471154 136233 136233 62395 3726 58669 58669 14874 43795 1939107 1912300 26807 26807 26807 241489 160321 173051 68438 68438 143223 -143223 -143223 5073059 1327931 14874 275273 288654 78824 148159 61671 2790193 2194574 187217 408402 237189 179846 21095 36248 244637 180985 26299 37353 35002 35002 24149 24149 108459 32931 37244 38284 8677 981 7696 397760 185625 23161 188974 178797 149370 22780 6647 652 207 21 424 74879 63005 9231 2643 371394 328654 32211 10529 110474 80850 26396 3228 PROGRAM EXPENSES 466302 464703 1599 DUES & SUBSCRIPTIONS 26556 13747 6618 6191 OTHER 24225 15693 3207 5325 TAXES & LICENSES 20886 7853 1688 11345 5408885 3977848 606077 824960 658584 820542 828235 530441 39899 58999 27717 22360 123857 137035 11268585 5912713 5671921 5355872 3070855 3736368 930937 908271 3000 0 11355005 11569888 320919 336388 121532 162003 2129747 2034022 2572198 2532413 X 5349510 5424271 3433297 3613204 8782807 9037475 11355005 11569888 -335826 194067 396427 0 X 0 1 X 1 0 X 4118055 3092910 4445019 3235458 3410224 18301666 4118055 3092910 4445019 3235458 3410224 18301666 720660 17581006 25335 28598 61095 127940 136233 379201 151080 173331 258302 92798 127107 802618 19483485 7030159 0.90240 0.91230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1968769 249093 103491 26189 2088182 1656893 203925 133690 16531 1710597 1574069 184654 86000 15740 1656893 1974384 -319929 66000 14386 1574069 1499969 526571 40000 12156 1974384 1.00000 0 0 3337 3337 9069201 4715783 4353418 1620023 731277 888746 548164 464879 83285 27860 774 27086 5355872 X 5427849 194067 8095 176777 378939 5048910 24149 24149 5073059 5569608 8095 176777 184872 5384736 24149 24149 5408885 PART V, LINE 4: THE SOCIETY'S BOARD ALLOCATES A PORTION OF THE CUMULATIVE INVESTMENT RETURN FOR SUPPORT OF CURRENT SPAY/NEUTER OPERATIONS. THE REMAINDER IS RETAINED TO SUPPORT OPERATIONS OF FUTURE YEARS AND TO OFFSET POTENTIAL MARKET DECLINES. PART X, LINE 2: THE SOCIETY DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF JUNE 30, 2025, THE SOCIETY HAS REVIEWED ITS TAX POSITIONS AND HAS CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS IS REQUIRED. THE SOCIETY'S EXEMPT ORGANIZATION INFORMATION RETURNS ARE SUBJECT TO REVIEW THROUGH THREE YEARS AFTER THE DATE OF FILING FOR FEDERAL AND FOUR YEARS AFTER THE DATE OF FILING FOR STATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES UNRELATED BUSINESS DIRECT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: UNRELATED BUSINESS DIRECT EXPENSES FUNDRAISING DIRECT EXPENSES X X X X 1 CAR DONATION SERVICES 4971 PACHECO BLVD MARTINEZ CA 94553 VEHICLE DONATION SALES 1 60719 24207 37994 60719 24207 37994 WAGS, WHISKERS, & WINE GALA 344227 160321 183906 39984 130549 OTHER 57583 57583 2518 401810 160321 241489 39984 133067 173051 68438 SCHEDULE G, PART I, LINE 2B, COLUMN (V) HUMANE SOCIETY OF SONOMA COUNTY OPERATES A CAR DONATION PROGRAM THROUGH A COMMERCIAL FUNDRAISER FOR CHARITABLE PURPOSES. AMOUNTS REPORTED ON PART VIII STATEMENT OF REVENUE INCLUDE THE NET AMOUNTS RECEIVED BY THE ORGANIZATION. X 0 0 0 0 0 0 0 0 0 LINDSAY MCCALL EXECUTIVE DIRECTOR, END 1/25 168525 0 0 0 0 0 0 0 4749 0 173274 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR RESEARCHES AND PROPOSES COMPENSATION PACKAGES FOR ALL EMPLOYEES. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THESE PACKAGES AS PART OF THE ANNUAL BUDGET PROCESS. X 47 37994 FMV X 1 3347 FMV X 8 2086 FMV X AUCTION PACKAGES 81 32541 FMV X SUPPLIES 1 10181 FMV 3 0 0 1 PART I, LINE 32B: THE ORGANIZATION CONTRACTS WITH A CAR DONATION SERVICE TO ASSIST WITH FACILITATING CAR DONATIONS TO THE POINT OF SALE. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR WITH FEEDBACK COMMUNICATED TO THE TAX PREPARER. THE BOARD OF DIRECTORS IS FURNISHED WITH AN ELECTRONIC COPY OF THE TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD AND COMMITTEE MEMBERS ARE REQUIRED TO IDENTIFY ALL POTENTIAL SITUATIONS AND TRANSACTIONS THAT COULD RESULT IN A CONFLICT OF INTEREST. IN THE EVENT AN ACTIVITY OR TRANSACTION ARISES WHEREBY A CONFLICT OF INTEREST EXISTS, INVOLVED BOARD MEMBERS CANNOT PARTICIPATE IN THE DECISION-MAKING OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR RESEARCHES AND PROPOSES COMPENSATION PACKAGES FOR ALL EMPLOYEES. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THESE PACKAGES AS PART OF THE ANNUAL BUDGET PROCESS. MOREOVER, THE BOARD SHALL REVIEW THE FAIRNESS OF COMPENSATION, INCLUDING BENEFITS , PAID TO THE EXECUTIVE DIRECTOR UPON THE OCCURRENCE OF THE FOLLOWING: (A) THE EXECUTIVE DIRECTOR IS HIRED; (B) THE EXECUTIVE DIRECTOR'S TERM OF EMPLOYMENT IS EXTENDED OR RENEWED, OR; (C) THE EXECUTIVE DIRECTOR'S COMPENSATION IS MODIFIED, UNLESS SUCH MODIFICATION OCCURS PURSUANT TO A GENERAL MODIFICATION OF COMPENSATION THAT EXTENDS TO SUBSTANTIALLY ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S GOVERNING DOCUMENTS, TAX RETURNS AND FINANCIAL INFORMATION ARE KEPT IN THE MAIN OFFICE. COPIES OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. THE SOCIETY MAINTAINS A WEBSITE AND HAS PROVIDED CONTACT INFORMATION THEREIN. IN ADDITION, THE SOCIETY'S TAX RETURNS ARE AVAILABLE ON THE GUIDESTAR WEBSITE. SCHEDULE D, PART V, LINE 1A-1G DURING THE PREPARATION OF THE FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED JUNE 30, 2025, THE SOCIETY IDENTIFIED CERTAIN ENDOWMENT AND OTHER INVESTMENT ACCOUNTS THAT WERE NOT INCLUDED IN PRIOR YEAR FINANCIAL STATEMENTS. AS A RESULT, PRIOR PERIOD ADJUSTMENTS WERE RECORDED TO PROPERLY REFLECT THESE INVESTMENT ACCOUNTS ON THE SOCIETY'S STATEMENT OF FINANCIAL POSITION. THESE CORRECTIONS RESULTED IN A DIFFERENCE BETWEEN THE PRIOR YEAR ENDING BALANCES REPORTED ON SCHEDULE D, PART V (ENDOWMENT FUNDS) AND THE CURRENT YEAR BEGINNING BALANCES. SPECIFICALLY, NET ASSETS WITH DONOR RESTRICTIONS RELATED TO ENDOWMENT FUNDS INCREASED BY $258,172 AS OF JULY 1, 2024 DUE TO THE INCLUSION OF PREVIOUSLY OMITTED INVESTMENT ACCOUNTS. IN ADDITION, NET ASSETS WITH DONOR RESTRICTIONS RELATED TO OPERATIONS INCREASED BY $138,255 AS OF JULY 1, 2024. IN TOTAL, NET ASSETS WITH DONOR RESTRICTIONS WERE RESTATED FROM $3,433,297 TO $3,829,724 AS OF JULY 1, 2024.