Civic Intelligence

Avery County Humane Society Inc

EIN 56-1321762 • 501(c)3 • Newland, NC

Profile

Our mission is to help our community respond humanely to the needs of animals. The society provides a shelter for cats and dogs that are lost, abandoned or unwanted, sponsors rabies clinics, offers access to low-cost spay/neuter services, and a leash on life prison program.

PO Box 1213Newland, NC 28657
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

22%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$4,501,502

Down $214,399 (-4.5%) from 2023

Liabilities

Down

$8,730

Down $19,751 (-69%) from 2023

Net Assets

Down

$4,492,772

Down $194,648 (-4.2%) from 2023

Revenue

Down

$679,369

Down $170,321 (-20%) from 2023

Expenses

Down

$963,788

Down $37,600 (-3.8%) from 2023

Net Income

Down

-$284,419

Down $132,721 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $4,034,992Liabilities 2012: $909,238Net Assets 2012: $3,125,7542012Assets 2013: $4,123,410Liabilities 2013: $887,092Net Assets 2013: $3,236,3182013Assets 2014: $4,033,708Liabilities 2014: $860,020Net Assets 2014: $3,173,6882014Assets 2015: $3,923,591Liabilities 2015: $805,841Net Assets 2015: $3,117,7502015Assets 2016: $3,803,898Liabilities 2016: $774,784Net Assets 2016: $3,029,1142016Assets 2017: $3,562,522Liabilities 2017: $744,367Net Assets 2017: $2,818,1552017Assets 2018: $3,269,262Liabilities 2018: $712,242Net Assets 2018: $2,557,0202018Assets 2019: $4,234,571Liabilities 2019: $16,587Net Assets 2019: $4,217,9842019Assets 2020: $4,875,494Liabilities 2020: $85,455Net Assets 2020: $4,790,0392020Assets 2021: $5,110,956Liabilities 2021: $11,484Net Assets 2021: $5,099,4722021Assets 2022: $4,781,497Liabilities 2022: $6,901Net Assets 2022: $4,774,5962022Assets 2023: $4,715,901Liabilities 2023: $28,481Net Assets 2023: $4,687,4202023Assets 2024: $4,501,502Liabilities 2024: $8,730Net Assets 2024: $4,492,7722024

Highlighted filing

2024

Assets$4,501,502
Liabilities$8,730
Net Assets$4,492,772

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,338,294Expenses 2012: $496,727Net Income 2012: $841,5672012Revenue 2013: $819,341Expenses 2013: $704,652Net Income 2013: $114,6892013Revenue 2014: $617,305Expenses 2014: $679,935Net Income 2014: -$62,6302014Revenue 2015: $664,229Expenses 2015: $720,167Net Income 2015: -$55,9382015Revenue 2016: $604,090Expenses 2016: $692,726Net Income 2016: -$88,6362016Revenue 2017: $513,189Expenses 2017: $727,379Net Income 2017: -$214,1902017Revenue 2018: $463,991Expenses 2018: $725,126Net Income 2018: -$261,1352018Revenue 2019: $2,464,412Expenses 2019: $779,448Net Income 2019: $1,684,9642019Revenue 2020: $1,411,817Expenses 2020: $859,155Net Income 2020: $552,6622020Revenue 2021: $1,105,996Expenses 2021: $796,566Net Income 2021: $309,4302021Revenue 2022: $698,401Expenses 2022: $896,360Net Income 2022: -$197,9592022Revenue 2023: $849,690Expenses 2023: $1,001,388Net Income 2023: -$151,6982023Revenue 2024: $679,369Expenses 2024: $963,788Net Income 2024: -$284,4192024

Highlighted filing

2024

Revenue$679,369
Expenses$963,788
Net Income-$284,419

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 12, 2024
Return Version
2023v6.0
Gross Receipts
$679,369
Mission and Program Overview

Mission

Our mission is to help our community respond humanely to the needs of animals. The society provides a shelter for cats and dogs that are lost, abandoned or unwanted, sponsors rabies clinics, offers access to low-cost spay/neuter services, and a leash on life prison program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,748,555$2,639,298▼ $109,257
Cash and Non-Interest-Bearing Accounts$1,041,238$935,902▼ $105,336
Savings and Temporary Cash Investments$898,444$913,924▲ $15,480
Accounts Receivable$25,581$10,292▼ $15,289
Inventories for Sale or Use$2,083$2,086▲ $3
Total Assets$4,715,901$4,501,502▼ $214,399
Liabilities
Accounts Payable and Accrued Expenses$28,481$8,730▼ $19,751
Total Liabilities$28,481$8,730▼ $19,751
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,662,181$4,442,499▼ $219,682
Net Assets With Donor Restrictions$25,239$50,273▲ $25,034
Total Net Assets Fund Balance$4,687,420$4,492,772▼ $194,648
Total Liabilities and Net Assets / Fund Balance$4,715,901$4,501,502▼ $214,399

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,565,197$1,180,696$3,745,893
Equipment$8,101$114,979$123,080
Land$66,000-$66,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jesse PopeChair
James WardBoardmember
Joan BenbasatBoardmember
Nancy MorrisonBoardmember
Neil RamoBoardmember
Scott HeintzelmanBoardmember
Revenue and Support

Revenue Composition

Contributions and Grants
$571,832
Program Service Revenue
$44,988
Investment Income
$42,356
Other Revenue
$20,193
All Other Contributions
$571,832
Change in Net Assets
$-284,419

Audited Revenue Reconciliation

Revenue per Audited Statements
$679,369
Revenue Not Reported on Form 990
$89,773
Total Revenue per Audited Statements
$769,142
Total Revenue per Form 990
$679,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$510,356
Other Expenses$453,432
Total Fundraising Expense$38,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$431,487$47,781-$479,268
Depreciation Depletion$109,257--$109,257
Occupancy$99,265$4,921-$104,186
Other Expenses$66,613$1,068-$66,613
Office Expenses$9,379$9,379$38,402$57,160
Payroll Taxes$27,550$3,538-$31,088
Fees for Service Investment Mgmnt Fees$13,370$15,972-$29,342
Insurance$4,072$14,473-$18,545
Fees for Services Legal-$16,770-$16,770
Fees for Services Accounting-$10,500-$10,500
Travel$1,890--$1,890
Total Functional Expenses$800,984$124,402$38,402$963,788

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$963,789
Total Expenses per Audited Statements$963,789
Total Expenses per Form 990$963,789
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,307
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
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

Governing body meeting documentation Part VI line 8A

All decisions reached at any board or committee meeting are fully documented by the board secretary in the minutes. Approved motions and results of voting are recorded. These minutes are signed and reviewed by the executive board, then filed.

Committee meeting documentation Part VI line 8B

See response number 1 above

Form 990 governing body review Part VI line 11

A final copy of the return was provided to the board members for review at a board meeting.

Conflict of interest policy compliance Part VI line 12C

The organization has measures in place to ensure compliance with the conflict of interest policy, including full board approval of any transactions that might occur between related parties. No situations have occurred during the current year that have required reference to the conflict of interest policies.

Other officer or key employee compensation Part VI line 15B

The governing board reviews and approves compensation for each position of avery humane society on an annual basis. Compensation was compared to equivalent positions of similar organizations.

Governing documents etc available to public Part VI line 19

All governing documents are made available upon request from any individual or granting agency.

Filing and Contact Details

Filer

Filer Name
Avery County Humane Society Inc
EIN
56-1321762
Address
PO BOX 1213, NEWLAND, NC 28657

Signing Officer

Name
Elsa Delgato
Title
Director
Phone
8287336312
Signed
2024-12-12
Discuss with paid preparer
No

Organization Details

Principal Officer
Jesse Pope
Formed
1978
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
33
Volunteers
10

Preparer

Firm
S Gillespie Pa
Address
PO BOX 725, SPRUCE PINE, NC 28777
Preparer
Sharon G Gillespie CPA
Phone
8285201373
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

ROUNDING $2

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL DECISIONS REACHED AT ANY BOARD OR COMMITTEE MEETING ARE FULLY DOCUMENTED BY THE BOARD SECRETARY IN THE MINUTES. APPROVED MOTIONS AND RESULTS OF VOTING ARE RECORDED. THESE MINUTES ARE SIGNED AND REVIEWED BY THE EXECUTIVE BOARD, THEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE RESPONSE NUMBER 1 ABOVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A FINAL COPY OF THE RETURN WAS PROVIDED TO THE BOARD MEMBERS FOR REVIEW AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS MEASURES IN PLACE TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, INCLUDING FULL BOARD APPROVAL OF ANY TRANSACTIONS THAT MIGHT OCCUR BETWEEN RELATED PARTIES. NO SITUATIONS HAVE OCCURRED DURING THE CURRENT YEAR THAT HAVE REQUIRED REFERENCE TO THE CONFLICT OF INTEREST POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING BOARD REVIEWS AND APPROVES COMPENSATION FOR EACH POSITION OF AVERY HUMANE SOCIETY ON AN ANNUAL BASIS. COMPENSATION WAS COMPARED TO EQUIVALENT POSITIONS OF SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FROM ANY INDIVIDUAL OR GRANTING AGENCY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUNDING $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ELSA DELGATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08287336312
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVERY COUNTY HUMANE SOCIETY INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844100005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0S GILLESPIE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRUCE PINE
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ReturnHeader/PreparerPersonGrp/PhoneNum08285201373
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON G GILLESPIE CPA
ReturnHeader/ReturnTs02025-05-12T09:55:34-04:00
ReturnHeader/ReturnTypeCd0990

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