Civic Intelligence

Bloomington Pets Alive Inc.

990 • Fiscal year 2020 • EIN 36-4516780

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 20, 2021

2444 South Walnut StreetBloomington, IN 47401

(812) 824-1349

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.16x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.07x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

51st percentile

5.9%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-0.9%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$387,437

Down $3,576 (-0.9%) from 2019

Net Assets

Up

$325,901

Up $54,793 (+20%) from 2019

Liabilities

Down

$61,536

Down $58,369 (-49%) from 2019

Revenue

Down

$926,768

Down $110,931 (-11%) from 2019

Expenses

Down

$871,976

Down $182,522 (-17%) from 2019

Net Income

Up

$54,792

Up $71,591 (+426%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2014: $360,217Liabilities 2014: $28,730Net Assets 2014: $331,4872014Assets 2015: $492,280Liabilities 2015: $48,499Net Assets 2015: $443,7812015Assets 2016: $419,666Liabilities 2016: $64,197Net Assets 2016: $355,4692016Assets 2017: $377,825Liabilities 2017: $57,806Net Assets 2017: $320,0192017Assets 2018: $373,245Liabilities 2018: $85,490Net Assets 2018: $287,7552018Assets 2019: $391,013Liabilities 2019: $119,905Net Assets 2019: $271,1082019Assets 2020: $387,437Liabilities 2020: $61,536Net Assets 2020: $325,9012020Assets 2021: $489,697Liabilities 2021: $83,697Net Assets 2021: $406,0002021Assets 2022: $387,995Liabilities 2022: $129,189Net Assets 2022: $258,8062022Assets 2023: $377,231Liabilities 2023: $97,178Net Assets 2023: $280,0532023Assets 2024: $374,967Liabilities 2024: $105,124Net Assets 2024: $269,8432024

Highlighted filing

2020

Assets$387,437
Liabilities$61,536
Net Assets$325,901

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,150,665Expenses 2014: $1,065,298Net Income 2014: $85,3672014Revenue 2015: $1,216,313Expenses 2015: $1,133,096Net Income 2015: $83,2172015Revenue 2016: $1,086,733Expenses 2016: $1,103,421Net Income 2016: -$16,6882016Revenue 2017: $1,120,562Expenses 2017: $1,156,012Net Income 2017: -$35,4502017Revenue 2018: $1,191,308Expenses 2018: $1,223,572Net Income 2018: -$32,2642018Revenue 2019: $1,037,699Expenses 2019: $1,054,498Net Income 2019: -$16,7992019Revenue 2020: $926,768Expenses 2020: $871,976Net Income 2020: $54,7922020Revenue 2021: $1,264,185Expenses 2021: $1,235,727Net Income 2021: $28,4582021Revenue 2022: $1,279,555Expenses 2022: $1,426,749Net Income 2022: -$147,1942022Revenue 2023: $1,408,561Expenses 2023: $1,387,314Net Income 2023: $21,2472023Revenue 2024: $1,665,347Expenses 2024: $1,675,557Net Income 2024: -$10,2102024

Highlighted filing

2020

Revenue$926,768
Expenses$871,976
Net Income$54,792
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 20, 2021
Return Version
2020v4.0
Gross Receipts
$1,116,931
Mission and Program Overview

Mission

Pets alive provides the compassionate solution to end the unnecessary euthanasia of cats and dogs by offering affordable, high-quality spay/neuter services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$186,356$179,485▼ $6,871
Savings and Temporary Cash Investments$137,567$139,421▲ $1,854
Land, Buildings, and Equipment, Net$46,758$40,619▼ $6,139
Inventories for Sale or Use$7,997$18,337▲ $10,340
Accounts Receivable$4,982$5,308▲ $326
Prepaid Expenses and Deferred Charges$7,353$4,267▼ $3,086
Total Assets$391,013$387,437▼ $3,576
Liabilities
Accounts Payable and Accrued Expenses$69,905$39,102▼ $30,803
Deferred Revenue$50,000$12,434▼ $37,566
Other Liabilities-$10,000-
Total Liabilities$119,905$61,536▼ $58,369
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$221,108$313,467▲ $92,359
Net Assets With Donor Restrictions$50,000$12,434▼ $37,566
Total Net Assets Fund Balance$271,108$325,901▲ $54,793
Total Liabilities and Net Assets / Fund Balance$391,013$387,437▼ $3,576

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,619$335,577$376,196
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$417,977
Program Service Revenue
$436,080
Investment Income
$2,003
Other Revenue
$70,708
All Other Contributions
$264,574
Change in Net Assets
$54,792

Audited Revenue Reconciliation

Revenue per Audited Statements
$926,768
Total Revenue per Audited Statements
$926,768
Total Revenue per Form 990
$926,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$697,387
Other Expenses$174,589
Total Fundraising Expense$52,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$498,889$58,693$29,346$586,928
Occupancy$75,757$9,353$8,417$93,527
Other Employee Benefits$55,705$6,554$3,277$65,536
Payroll Taxes$38,185$4,492$2,246$44,923
Fees for Services Accounting-$26,201-$26,201
Insurance$13,448$1,582$791$15,821
Office Expenses$3,096$3,098$1,918$8,112
Depreciation Depletion$5,066$596$298$5,960
Advertising--$5,906$5,906
Information Technology$4,788$563$282$5,633
Travel$336--$336
Other Expenses$323--$323
Interest$15--$15
Total Functional Expenses$708,363$111,132$52,481$871,976

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$871,976
Total Expenses per Audited Statements$871,976
Total Expenses per Form 990$871,976
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
City of Bloomington Buez Loan$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is given to the president for review and signature prior to filing. It is also available to all board members for their review prior to submission.

Form 990, Page 6, Part VI, Line 12C

The annual disclosure form is distributed and reviewed annually. The board reviews the policies and procedures annually or more frequently if needed.

Form 990, Page 6, Part VI, Line 15A

The independent board of directors conducts annual reviews with all of top management and decides their compensation.

Form 990, Page 6, Part VI, Line 15B

Annual reviews for staff are conducted by the management person in charge of that department. Manager's reviews are conducted by the executive director. Hourly wages are set by the executive director and salaries are set by the board of directors.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy and financial statements are available for viewing by the public at the office located at 2444 south walnut street, bloomington, in 47401. These documents are available upon request at the address listed above during regular business hours.

Filing and Contact Details

Filer

Filer Name
Bloomington Pets Alive Inc
EIN
36-4516780
Phone
8128241349
Address
2444 SOUTH WALNUT STREET, BLOOMINGTON, IN 47401

Signing Officer

Name
Allison Hess
Title
Executive Director
Phone
8123491349
Signed
2021-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Hess
Formed
2004
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
28
Volunteers
56

Preparer

Firm
Turpen & Deckard LLC
Address
1509 J ST, BEDFORD, IN 47421
Preparer
Debra S Deckard CPA
Phone
8122754444
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers are utilized for filing, cleaning, special events, donor cultivation and community education.

Form 990, Page 2, Part III, Line 4A

With two full-time and one part-time veterinarians bpa provides veterinary services to animals. In 2020, over 8,928 surgeries were performed. In 2019 over 15,400 surgeries were performed, over 20,000 in-house vaccinations, and over 1,150 heartworm tests for a total of over 36,550 animals receiving clinic services. A.) provided transportation for over 7,260 in 2019 from 26 animal shelters and transport partners from surrounding counties to the clinic for spay neuter services. B.) provided to our clients'pets in-house vaccinations for over 6,200 dog and 9,300 cat vaccinations in 2018 and 20,000 in-house vaccinations in 2019. C.) over 4,000 animals were treated at the wellness clinic in 2020, 2019 and 2018. D.)provided over 12,000 spay and neuter surgeries locally for the purpose of reducing unwanted pet population. E.)provided over 4,500 pounds of food to local animals.

Financial Statement Notes

Schedule D, Page 3, Part X

The organization is a nonprofit charitable organization as described in section 501(c) (3) of the internal revenue code and therefore made no provision for federal and state income taxes in the accompanying financial statements. In addition, the organization has been determined by the internal revenue service not to be a "private foundation" within the meaning of section 509(a) of the internal revenue code. There was no unrelated business income for 2020 or 2019. Gifts to the organization are tax deductible. Any penalties and interest associated with uncertain tax positions would be included as part of the income tax provision. For 2020 there were no penalties or interest recognized related to uncertain tax positions. The organization files exempt organization returns with the u.s. Federal and indiana jurisdictions. The organization's returns prior to 2017 are closed. Tax years 2018, 2019 and 2020 are open under the statute of limitations and remain subject to examination by the internal revenue service and indiana department of revenue.

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IRS990/Desc0WITH TWO FULL-TIME AND ONE PART-TIME VETERINARIANS BPA PROVIDES VETERINARY SERVICES TO ANIMALS. IN 2020, OVER 8,928 SURGERIES WERE PERFORMED. IN 2019 OVER 15,400 SURGERIES WERE PERFORMED, OVER 20,000 IN-HOUSE VACCINATIONS, AND OVER 1,150 HEARTWORM TESTS FOR A TOTAL OF OVER 36,550 ANIMALS RECEIVING CLINIC SERVICES. A.) PROVIDED TRANSPORTATION FOR OVER 7,260 IN 2019 FROM 26 ANIMAL SHELTERS AND TRANSPORT PARTNERS FROM SURROUNDING COUNTIES TO THE CLINIC FOR SPAY NEUTER SERVICES. B.) PROVIDED TO OUR CLIENTS'PETS IN-HOUSE VACCINATIONS FOR OVER 6,200 DOG AND 9,300 CAT VACCINATIONS IN 2018 AND 20,000 IN-HOUSE VACCINATIONS IN 2019. C.) OVER 4,000 ANIMALS WERE TREATED AT THE WELLNESS CLINIC IN 2020, 2019 AND 2018. D.)PROVIDED OVER 12,000 SPAY AND NEUTER SURGERIES LOCALLY FOR THE PURPOSE OF REDUCING UNWANTED PET POPULATION. E.)PROVIDED OVER 4,500 POUNDS OF FOOD TO LOCAL ANIMALS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CITY OF BLOOMINGTON BUEZ LOAN
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NONPROFIT CHARITABLE ORGANIZATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND THEREFORE MADE NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR 2020 OR 2019. GIFTS TO THE ORGANIZATION ARE TAX DEDUCTIBLE. ANY PENALTIES AND INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS WOULD BE INCLUDED AS PART OF THE INCOME TAX PROVISION. FOR 2020 THERE WERE NO PENALTIES OR INTEREST RECOGNIZED RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES EXEMPT ORGANIZATION RETURNS WITH THE U.S. FEDERAL AND INDIANA JURISDICTIONS. THE ORGANIZATION'S RETURNS PRIOR TO 2017 ARE CLOSED. TAX YEARS 2018, 2019 AND 2020 ARE OPEN UNDER THE STATUTE OF LIMITATIONS AND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND INDIANA DEPARTMENT OF REVENUE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS ARE UTILIZED FOR FILING, CLEANING, SPECIAL EVENTS, DONOR CULTIVATION AND COMMUNITY EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WITH TWO FULL-TIME AND ONE PART-TIME VETERINARIANS BPA PROVIDES VETERINARY SERVICES TO ANIMALS. IN 2020, OVER 8,928 SURGERIES WERE PERFORMED. IN 2019 OVER 15,400 SURGERIES WERE PERFORMED, OVER 20,000 IN-HOUSE VACCINATIONS, AND OVER 1,150 HEARTWORM TESTS FOR A TOTAL OF OVER 36,550 ANIMALS RECEIVING CLINIC SERVICES. A.) PROVIDED TRANSPORTATION FOR OVER 7,260 IN 2019 FROM 26 ANIMAL SHELTERS AND TRANSPORT PARTNERS FROM SURROUNDING COUNTIES TO THE CLINIC FOR SPAY NEUTER SERVICES. B.) PROVIDED TO OUR CLIENTS'PETS IN-HOUSE VACCINATIONS FOR OVER 6,200 DOG AND 9,300 CAT VACCINATIONS IN 2018 AND 20,000 IN-HOUSE VACCINATIONS IN 2019. C.) OVER 4,000 ANIMALS WERE TREATED AT THE WELLNESS CLINIC IN 2020, 2019 AND 2018. D.)PROVIDED OVER 12,000 SPAY AND NEUTER SURGERIES LOCALLY FOR THE PURPOSE OF REDUCING UNWANTED PET POPULATION. E.)PROVIDED OVER 4,500 POUNDS OF FOOD TO LOCAL ANIMALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS GIVEN TO THE PRESIDENT FOR REVIEW AND SIGNATURE PRIOR TO FILING. IT IS ALSO AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ANNUAL DISCLOSURE FORM IS DISTRIBUTED AND REVIEWED ANNUALLY. THE BOARD REVIEWS THE POLICIES AND PROCEDURES ANNUALLY OR MORE FREQUENTLY IF NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE INDEPENDENT BOARD OF DIRECTORS CONDUCTS ANNUAL REVIEWS WITH ALL OF TOP MANAGEMENT AND DECIDES THEIR COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUAL REVIEWS FOR STAFF ARE CONDUCTED BY THE MANAGEMENT PERSON IN CHARGE OF THAT DEPARTMENT. MANAGER'S REVIEWS ARE CONDUCTED BY THE EXECUTIVE DIRECTOR. HOURLY WAGES ARE SET BY THE EXECUTIVE DIRECTOR AND SALARIES ARE SET BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE OFFICE LOCATED AT 2444 SOUTH WALNUT STREET, BLOOMINGTON, IN 47401. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADDRESS LISTED ABOVE DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/StatesWhereCopyOfReturnIsFldCd0IN

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