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Animals : Animal Rights, Welfare, and Services

Heart of the Valley Animal Shelter

Compassionately sheltering the lost and surrendered pets of Gallatin and Madison valleys

three stars

87.28

1549 East Cameron Bridge Road Bozeman, MT 59714
tel: (406) 388-9399   Web Site
EIN: 23-7375919

Board Leadership
Cory Pulfrey
President

CEO
Marla Caulk
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 87.28 three stars
  Financial 82.02 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.

Heart of the Valley (HOV) is an animal shelter located in Bozeman with the mission to compassionately shelter the lost and surrendered pets of Gallatin and Madison valleys, and to enhance the lives of people and companion animals through pet adoption and education. HOV handles more than 2,500 cats and dogs every year. We have an open door policy and do not euthanize for space or length of time. Being an "open door" shelter means that HOV accepts any lost, abandoned or surrendered companion animals (cats or dogs) from anywhere. The animals arrive at HOV for all sorts of reasons and in every imaginable condition. No matter the circumstance or condition, HOV accepts them.

Heart of the Valley (HOV) is an animal shelter located in Bozeman with the mission to compassionately shelter the lost and surrendered pets of Gallatin and Madison valleys, and to enhance the lives of people and companion animals through pet adoption and education. HOV handles more than 2,500 cats and dogs every year. We have an open door policy and do not euthanize for space or length of time. Being an "open door" shelter means that HOV accepts any lost, abandoned or surrendered companion animals (cats or dogs) from anywhere. The animals arrive at HOV for all sorts of reasons and in every imaginable condition. No matter the circumstance or condition, HOV accepts them.

Financial

three stars

82.02

Accountability & Transparency

four stars

100.00

This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
77.5%
  Administrative Expenses 8.0%
  Fundraising Expenses 14.3%
  Fundraising Efficiency $0.24
  Working Capital Ratio (years) 4.00
  Program Expenses Growth 1.7%
  Liabilities to Assets 1.1%
All data for Financial Performance Metrics calculations was provided by Heart of the Valley Animal Shelter on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Heart of the Valley Animal Shelter on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Heart of the Valley Animal Shelter (MT) 87.28 three stars
Jacksonville Humane Society (FL) 91.62 four stars
Northeast Animal Shelter (MA) 87.18 three stars
Humane Animal Rescue of Pittsburgh (PA) 93.84 four stars
The NOAH Center (WA) 92.40 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $739,738
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $255,522
   Related Organizations $0
   Government Grants $0
Total Contributions $995,260
   Program Service Revenue $491,089
Total Primary Revenue $1,486,349
   Other Revenue $159,950
TOTAL REVENUE $1,646,299
   
EXPENSES  
   Program Expenses $1,242,951
   Administrative Expenses $137,277
   Fundraising Expenses $230,531
TOTAL FUNCTIONAL EXPENSES $1,610,759
   
Payments to Affiliates $0
Excess (or Deficit) for the year $35,540
   
Net Assets $8,668,686

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Humane Community $1,242,951 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 06/01/2021 87.28 three stars
2018-12 12/01/2019 89.35 three stars
2017-12 12/21/2018 89.49 three stars
2016-12 03/01/2018 89.02 three stars
2015-12 04/01/2017 91.90 four stars
2014-12 06/01/2016 92.11 four stars
 
CN 2.0
2014-12 02/01/2016 92.02 four stars
2013-12 06/01/2015 87.45 three stars
2012-12 06/01/2014 89.88 three stars
2011-12 08/01/2013 79.78 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-7375919
Name in IRS Master File HEART OF THE VALLEY HUMANE SOCIETY INC
NTEE Code D20
NTEE Classification Animal Protection and Welfare
NTEE Type Animal-Related
Classification Organization to Prevent Cruelty to Animals
Subsection 501(c)(3)  (View the list of codes)
Activities (913) Prevention of cruelty to animals
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date June, 1974
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$100,000 6.20% Marla Caulk Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Heart of the Valley Animal Shelter (MT) 87.28 three stars
Tri County Humane Society (FL) 96.66 four stars
Charlottesville-Albemarle SPCA (VA) 94.03 four stars
Pets in Need (CA) 93.70 four stars
Operation Kindness (TX) 89.99 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Heart of the Valley Animal Shelter
1549 East Cameron Bridge Road
Bozeman, MT 59714
tel: (406) 388-9399
fax: (406) 388-2877
EIN: 23-7375919

Visit Web Site

Board Leadership

Cory Pulfrey
President

CEO

Marla Caulk
Executive Director

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