Civic Intelligence

The Humane Society of Collier Countyinc

EIN 59-1033966 • 501(c)3 • Naples, FL

Profile

Our mission is to shelter animals in times of need, locate life-long homes and promote responsible pet ownership through education, legislation, and sterilization.

370 Airport Pulling Road NorthNaples, FL 34104

www.hsnaples.org

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.20x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.51x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$218,242

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

12th percentile

-9.4%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$14,953,063

Down $1,559,850 (-9.4%) from 2023

Liabilities

Up

$2,917,100

Up $2,103,364 (+258%) from 2023

Net Assets

Down

$12,035,963

Down $3,663,214 (-23%) from 2023

Revenue

Down

$5,741,222

Down $1,890,771 (-25%) from 2023

Expenses

Up

$9,502,850

Up $624,018 (+7.0%) from 2023

Net Income

Down

-$3,761,628

Down $2,514,789 (-202%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $13,352,045Liabilities 2010: $306,837Net Assets 2010: $13,045,2082010Assets 2011: $13,677,222Liabilities 2011: $251,360Net Assets 2011: $13,425,8622011Assets 2012: $13,728,336Liabilities 2012: $282,687Net Assets 2012: $13,445,6492012Assets 2013: $16,582,500Liabilities 2013: $395,230Net Assets 2013: $16,187,2702013Assets 2014: $17,093,219Liabilities 2014: $390,266Net Assets 2014: $16,702,9532014Assets 2015: $18,272,326Liabilities 2015: $349,967Net Assets 2015: $17,922,3592015Assets 2016: $19,461,087Liabilities 2016: $428,289Net Assets 2016: $19,032,7982016Assets 2017: $19,713,572Liabilities 2017: $476,871Net Assets 2017: $19,236,7012017Assets 2018: $17,820,361Liabilities 2018: $287,134Net Assets 2018: $17,533,2272018Assets 2019: $19,131,294Liabilities 2019: $345,820Net Assets 2019: $18,785,4742019Assets 2020: $22,388,006Liabilities 2020: $2,335,645Net Assets 2020: $20,052,3612020Assets 2021: $23,396,241Liabilities 2021: $2,102,958Net Assets 2021: $21,293,2832021Assets 2022: $17,951,298Liabilities 2022: $1,450,119Net Assets 2022: $16,501,1792022Assets 2023: $16,512,913Liabilities 2023: $813,736Net Assets 2023: $15,699,1772023Assets 2024: $14,953,063Liabilities 2024: $2,917,100Net Assets 2024: $12,035,9632024

Highlighted filing

2024

Assets$14,953,063
Liabilities$2,917,100
Net Assets$12,035,963

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,170,3602010Expenses 2011: $2,450,0192011Revenue 2012: $2,833,880Expenses 2012: $2,829,184Net Income 2012: $4,6962012Revenue 2013: $5,470,315Expenses 2013: $3,010,176Net Income 2013: $2,460,1392013Revenue 2014: $3,681,639Expenses 2014: $3,375,642Net Income 2014: $305,9972014Revenue 2015: $5,056,876Expenses 2015: $3,706,579Net Income 2015: $1,350,2972015Revenue 2016: $4,547,793Expenses 2016: $3,738,881Net Income 2016: $808,9122016Revenue 2017: $5,168,830Expenses 2017: $4,777,502Net Income 2017: $391,3282017Revenue 2018: $4,821,452Expenses 2018: $4,815,339Net Income 2018: $6,1132018Revenue 2019: $5,816,098Expenses 2019: $5,681,967Net Income 2019: $134,1312019Revenue 2020: $7,808,998Expenses 2020: $5,990,202Net Income 2020: $1,818,7962020Revenue 2021: $3,891,526Expenses 2021: $3,252,913Net Income 2021: $638,6132021Revenue 2022: $4,353,034Expenses 2022: $7,772,942Net Income 2022: -$3,419,9082022Revenue 2023: $7,631,993Expenses 2023: $8,878,832Net Income 2023: -$1,246,8392023Revenue 2024: $5,741,222Expenses 2024: $9,502,850Net Income 2024: -$3,761,6282024

Highlighted filing

2024

Revenue$5,741,222
Expenses$9,502,850
Net Income-$3,761,628

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.0$2.92$12.0$5.74$9.50$3.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.81$15.7$7.63$8.88$1.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$1.45$16.5$4.35$7.77$3.42
2021Summary only. Only limited summary data is available for this year.$23.4$2.10$21.3$3.89$3.25$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$2.34$20.1$7.81$5.99$1.82
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$0.35$18.8$5.82$5.68$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.29$17.5$4.82$4.82$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$0.48$19.2$5.17$4.78$0.39
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$0.43$19.0$4.55$3.74$0.81
2015Detailed filing. Detailed filing data is available for this year.$18.3$0.35$17.9$5.06$3.71$1.35
2014Detailed filing. Detailed filing data is available for this year.$17.1$0.39$16.7$3.68$3.38$0.31
2013Detailed filing. Detailed filing data is available for this year.$16.6$0.40$16.2$5.47$3.01$2.46
2012Summary only. Only limited summary data is available for this year.$13.7$0.28$13.4$2.83$2.83$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.25$13.4$2.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$0.31$13.0$2.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$8,195,226
Mission and Program Overview

Mission

Our mission is to shelter animals in times of need, locate life-long homes and promote responsible pet ownership through education, legislation and sterilization.

To provide shelter, medical, rehabilitation and adoption services "continued on schedule o"for pets while promoting responsible pet ownership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,835,738$8,566,914▼ $268,824
Investments in Publicly Traded Securities$5,641,626$4,148,116▼ $1,493,510
Savings and Temporary Cash Investments$842,948$942,807▲ $99,859
Pledges and Grants Receivable$673,469$402,251▼ $271,218
Inventories for Sale or Use$147,892$129,349▼ $18,543
Accounts Receivable$29,940$85,427▲ $55,487
Prepaid Expenses and Deferred Charges$89,413$49,830▼ $39,583
Cash and Non-Interest-Bearing Accounts$3,008$2,690▼ $318
Total Assets$16,512,913$14,953,063▼ $1,559,850
Other Assets Total$248,879$625,679▲ $376,800
Liabilities
Other Liabilities$224,787$2,457,288▲ $2,232,501
Accounts Payable and Accrued Expenses$588,949$459,812▼ $129,137
Total Liabilities$813,736$2,917,100▲ $2,103,364
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,334,197$10,813,840▼ $3,520,357
Net Assets With Donor Restrictions$1,364,980$1,222,123▼ $142,857
Total Net Assets Fund Balance$15,699,177$12,035,963▼ $3,663,214
Total Liabilities and Net Assets / Fund Balance$16,512,913$14,953,063▼ $1,559,850

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,568,634$2,398,968$6,967,602
Leasehold Improvements$3,087,903$888,273$3,976,176
Equipment$278,931$923,942$1,202,873
Other Land Buildings$212,762$743,207$955,969
Land$418,684-$418,684

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$102,500---$102,500
2022$102,500---$102,500
2021$102,500---$102,500
2020$102,500---$102,500
2019$102,500---$102,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah BaecklerCEOFT$205,818$12,424$218,242
Jeffrey MortonChief Medical OfficerFT$193,579$12,353$205,932
Gabriel WatersChief Operating OfficerFT$136,078$11,350$147,428
Kim WatsonVeterinarianFT$131,643$11,157$142,800
Jennifer FeuersteinDirector of Human ResourcesFT$132,732$5,098$137,830
Natalie BrownVeterinarianFT$121,829$10,744$132,573
Pam CardecCFOFT$126,000$2,609$128,609
Meredith McleanChief of Community ServicesFT$111,569$10,613$122,182

Board Members and Trustees

NameTitle
Brad JamisonPresident
Stacey BullochVice President
Jared MelleinDirector
Megan CotanchDirector
Robert BenedictDirector
Sharon ZuccaroDirector
Alicia TaylorSecretary
Courtney LehmannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,495,266
Program Service Revenue
$1,854,444
Investment Income
$508,758
Other Revenue
$-117,246
All Other Contributions
$3,099,696
Change in Net Assets
$-3,761,628

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$146,662Fair Market Value (FMV)
Other Non Cash Contri Table38$90,640Fair Market Value (FMV)
Drugs and Medical Supplies1$21,800Fair Market Value (FMV)
Total Noncash Contributions45$259,102-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,706,393
Revenue Not Reported on Financial Statements
$34,829
Revenue Not Reported on Form 990
$247,498
Total Revenue per Audited Statements
$5,953,891
Total Revenue per Form 990
$5,741,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,808,353
Other Expenses$3,551,152
Total Fundraising Expense$700,526
Professional Fundraising Fees$143,345
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,651,914$369,871$295,281$4,317,066
Office Expenses$531,549$38,738$48,218$618,505
Current Officers, Directors, Trustees, and Key Employees$369,823$186,201$11,374$567,398
Depreciation Depletion$501,691$51,843$2,834$556,368
Other Employee Benefits$437,966$34,366$22,310$494,642
Occupancy$429,251$40,942$11,554$481,747
Payroll Taxes$298,945$46,348$23,101$368,394
Fees for Services Other$260,022$13,383$1,725$275,130
Fees for Services Professional Fundraising--$143,345$143,345
Insurance$59,545$11,694$9,837$81,076
All Other Expenses$50,933$9,091$13,146$73,170
Other Expenses$66,935$6,755$25,399$66,935
Pension Plan Contributions$57,478$288$3,087$60,853
Advertising$43,377$7,817$3,961$55,155
Fees for Service Investment Mgmnt Fees-$34,829-$34,829
Travel$30,115$378$385$30,878
Interest-$22,965-$22,965
Fees for Services Accounting-$19,613-$19,613
Conferences and Meetings$11,796$1,030$60$12,886
Fees for Services Legal$494--$494
Total Functional Expenses$7,773,285$1,029,039$700,526$9,502,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,617,105
Total Expenses per Form 990$9,502,850
Expenses per Audited Statements$9,468,021
Expenses Not Reported on Form 990$149,084
Expenses Not Reported on Financial Statements$34,829
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$211,393
Professional Fundraising Fees$143,345
Fundraising Gross Income$93,468

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pet Lovers Dance$256,666$57,203$24,896$32,307
Bow Wow Brunch$121,869$12,000$1,448$10,552
Total Events$489,038$93,468$211,393$-117,925
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$1,820,000
Operating Lease Liability$558,106
Other Liabilities$79,182
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Part VI, Section A, Line 8B

The standing committees do not make decisions independently they were established for the purpose of making recommendations to the bod for approval, not for acting on its behalf . Notes for the finance committee are kept by the ceo.

Form 990, Part VI, Section B, Line 11B

The 990 will first be presented to the ceo, treasurer and finance committee. Then the 990 will be sent via email to the board for review, discussion & vote of acceptance.

Form 990, Part VI, Section B, Line 12C

The ceo and bod annually revisits the organization's conflict of interest policy. It is expected that no staff member, board member, committee member or volunteer shall use his or her position, or knowledge gained there from in such a manner that a conflict arises between the interest of the humane society of collier county and any of its affiliates and his or her personal or professional interests. Each staff member, board member, committee member and volunteer has the duty to place the interests of the humane society of collier county foremost in any dealings on behalf of the organization, and has a continuing responsibility to comply with this policy.the policy shall be distributed annually to staff members, board members, committee members and volunteers. A signature in the designated space at the bottom of this policy will indicate the individual's agreement to abide by this policy to the best of his or her ability.

Form 990, Part VI, Section B, Line 15

Ceo provides a self assessment, 990 compensation for similar local nonprofits, bod reviews all and completes assessment independently. All other officers and key employees are reviewed and a market analysis is performed by the ceo. The process described here was last completed in 2024.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public on demand.

Filing and Contact Details

Filer

Filer Name
The Humane Society of Collier Countyinc
EIN
59-1033966
Phone
2396431555
Address
370 AIRPORT PULLING ROAD NORTH, NAPLES, FL 34104
Doing Business As
Humane Society Naples

Signing Officer

Name
Sarah Baeckler-davis
Title
CEO
Phone
2396431555
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Baeckler
Formed
1960
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
131
Volunteers
1,070

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Amelia Cooper
Phone
2392628686
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in beneficial interest 6,241.

Financial Statement Notes

PART X, LINE 2:

The internal revenue service (irs) has determined the organization is exempt from federal income taxes under irc section 501(c)(3). In addition, the organization has been determined by the irs to be other than a private foundation within the meaning of section 509(a) of the irc. Accordingly, no provision for income taxes has been made in these financial statements. The organization follows the income tax standard for uncertain tax positions. As a result, the organization has evaluated its tax position and determined it has no uncertain tax positions as of june 30, 2024.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Other losses 960. Change in beneficial interest 6,241.

Raw XML AppendixShowing 400 of 721 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SHELTER, MEDICAL, REHABILITATION AND ADOPTION SERVICES "CONTINUED ON SCHEDULE O"FOR PETS WHILE PROMOTING RESPONSIBLE PET OWNERSHIP.
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IRS990/AllOtherExpensesGrp/ProgramServicesAmt050933
IRS990/AllOtherExpensesGrp/TotalAmt073170
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IRS990/BooksInCareOfDetail/PhoneNum02396431555
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0370 AIRPORT PULLING ROAD N
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IRS990/Desc0ANIMAL CLINIC PROGRAM: THE HUMANE SOCIETY NAPLES VETERINARY CLINIC PROVIDES FOR THE MEDICAL CARE OF SHELTER ANIMALS AND OWNED ANIMALS IN THE COMMUNITY WITH A STAFF OF FIVE FULL-TIME VETERINARIANS AND APPROXIMATELY 20 VETERINARY SUPPORT STAFF. IN FY 23-24, THE VETERINARY CLINIC PERFORMED 2,207 SPAY/NEUTER SURGERIES (FOR SHELTER ANIMALS AND FOR THE PUBLIC) AND HELPED OVER 8,460 ANIMALS ENJOY HEALTHY LIVES.
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IRS990/Form990PartVIISectionAGrp/PersonNm14NATALIE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm15MEREDITH MCLEAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
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IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt13VETERINARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14VETERINARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF OF COMMUNITY SERVICES
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IRS990/MissionDesc0OUR MISSION IS TO SHELTER ANIMALS IN TIMES OF NEED, LOCATE LIFE-LONG HOMES AND PROMOTE RESPONSIBLE PET OWNERSHIP THROUGH EDUCATION, LEGISLATION, AND STERILIZATION.
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IRS990/ProgSrvcAccomActy2Grp/Desc0REHOME PROGRAM: HUMANE SOCIETY NAPLES OPERATES SOUTHWEST FLORIDA'S LARGEST INDEPENDENT ANIMAL SHELTER AND ADOPTION PROGRAM WITH TWO LOCATIONS, 370 AIRPORT PULLING ROAD AND 2400-7 IMMOKALEE ROAD. HUMANE SOCIETY NAPLES ADOPTED 2,134 FROM ITS FACILITIES AND FOSTERED 1,408 ANIMALS IN HOMES THROUGHOUT THE COMMUNITY.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0154275
IRS990/ProgSrvcAccomActy3Grp/Desc0BEHAVIOR PROGRAM: THE BEHAVIOR PROGRAM PROVIDES BEHAVIORAL SUPPORT TO DOGS AND CATS FACING ADOPTION CHALLENGES, HELPING THEM OVERCOME OBSTACLES AND BUILD THE CONFIDENCE AND SKILLS NECESSARY FOR SUCCESSFUL, LIFELONG HOMES. WE PROVIDE THE TOOLS AND RESOURCES NECESSARY TO EMPOWER FAMILIES AND THEIR PETS TO THRIVE TOGETHER ENSURING EVERY ANIMAL HAS THE OPPORTUNITY TO FIND A LOVING AND LASTING HOME.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0448971
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OUTREACH PROGRAM:HUMANE SOCIETY NAPLES IS A STATE-OF-THE-ART NO-KILL SHELTER IN COLLIER COUNTY. EACH YEAR WE HELP ANIMALS AND THEIR FAMILIES THROUGH PROGRAMS SUCH AS EMERGENCY BOARDING AND CRISIS SUPPORT THROUGH OUR PET FOOD PANTRY. ADDITIONALLY, WE PROVIDE HUMANE EDUCATION PROGRAMS BOTH IN SCHOOLS AND AT COMMUNITY EVENTS, PET VISITS TO SENIOR AND MEMORY CARE FACILITIES, AND AT EVERY MOMENT, WE ADVOCATE FOR THE ANIMALS OF OUR COMMUNTIY BECAUSE AT HUMANE SOCIETY NAPLES, WE SAVE LIVES.
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