TAXABLE YEAR. THE PLACER COUNTY SOCIETY FOR THE Electronic Return Information (whole dollars only) 8,755,069. 3,611,497. 2,460,726.

Transcription

1 059 DO NOT MAIL THIS FORM TO THE FTB Date Accepted California e-file Return Authorization for Exempt Organizations TAABLE YEAR 05 FORM 85-EO Exempt Organization name Identifying number Electronic Return Information (whole dollars only) 8,755,069.,6,97.,60,76. gross receipts (Form 99, line ) gross income (Form 99, line 8) expenses and disbursements (Form 99, Line 9) I Settle Your Account Electronically for Taxable Year 05 Electronic funds withdrawal II a Amount b Banking Information (Have you verified the exempt organization's banking information?) 5 Routing number 6 Account number V Withdrawal date (mm/dd/yyyy) 7 Type of account: Checking Savings Declaration of Officer I authorize the exempt organization's account to be settled as designated in I. If I check I, Box, I authorize an electronic funds withdrawal for the amount listed on line a. Under penalties of perjury, I declare that I am an officer of the above exempt organization and that the information I provided to my electronic return originator (ERO), transmitter, or intermediate service provider and the amounts in above agree with the amounts on the corresponding lines of the exempt organization's 05 California electronic return. To the best of my knowledge and belief, the exempt organization's return is true, correct, and complete. If the exempt organization is filing a balance due return, I understand that if the Franchise Tax Board (FTB) does not receive full and timely payment of the exempt organization's fee liability, the exempt organization will remain liable for the fee liability and all applicable interest and penalties. I authorize the exempt organization return and accompanying schedules and statements be transmitted to the FTB by the ERO, transmitter, or intermediate service provider. If the processing of the exempt organization's return or refund is delayed, I authorize the FTB to disclose to the ERO or intermediate service provider, the reason(s) for the delay. Sign Here Part V A A Signature of officer Date CEO Title Declaration of Electronic Return Originator (ERO) and Paid Preparer. See instructions. I declare that I have reviewed the above exempt organization's return and that the entries on form FTB 85-EO are complete and correct to the best of my knowledge. (If I am only an intermediate service provider, I understand that I am not responsible for reviewing the exempt organization's return. I declare, however, that form FTB 85-EO accurately reflects the data on the return.) I have obtained the organization officer's signature on form FTB 85-EO before transmitting this return to the FTB; I have provided the organization officer with a copy of all forms and information that I will file with the FTB, and I have followed all other requirements described in FTB Pub. 5, 05 e-file Handbook for Authorized e-file Providers. I will keep form FTB 85-EO on file for four years the due date of the return or four years the date the exempt organization return is filed, whichever is later, and I will make a copy available to the FTB upon request. If I am also the paid preparer, under penalties of perjury, I declare that I have examined the above exempt organization's return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge. ERO Must Sign ERO's signature A K. Firm's name (or yours if self-employed) and address Date JEFFREY DE LYSER, CPA /0/7 PROPP CHRISTENSEN CANIGLIA LLP A 96 SIERRA COLLEGE BOULEVARD ROSEVILLE Check if also paid preparer Check if selfemployed ERO's PTIN P00069 FEIN CA ZIP Code Under penalties of perjury, I declare that I have examined the above organization's return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge. Paid Preparer Must Sign Paid preparer's signature Date A Firm's name (or yours if selfemployed) and address Paid preparer's PTIN Check if selfemployed A FEIN ZIP code FTB 85-EO 05 For Privacy Notice, get FTB ENG/SP. CAEA700L //5

2 TAABLE YEAR 05 FORM California Exempt Organization Annual Information Return Calendar Year 05 or fiscal year beginning (mm/dd/yyyy) Corporation/Organization name 99, and ending (mm/dd/yyyy). California corporation number PREVENTION OF CRUELTY TO ANIMALS (SPCA) Additional information. See instructions. FEIN Street address (suite or room) PMB no. City State ROSEVILLE CA Foreign country name Foreign province/state/county Foreign postal code A First Return B Amended Return C IRC Section 97() trust D Final Information Return? Dissolved Surrendered (Withdrawn) Merged/Reorganized Enter date (mm/dd/yyyy) E Check accounting method: Cash Other Accrual 990T 990-PF Sch H (990) F Federal return filed? Other 990 series G Is this a group filing? See instructions H Is this organization in a group exemption? If ',' what is the parent's name? I Did the organization have any changes to its guidelines not reported to the FTB? See instructions Receipts and Revenues Expenses Filing Fee Sign Here Paid Preparer's Use Only ZIP code J If exempt under R&TC Section 70d, has the organization engaged in political activities? See instructions K Is the organization exempt under R&TC Section 70g?... If ',' enter the gross receipts nonmember sources L If organization is exempt under R&TC Section 70d and meets the filing fee exception, check box. No filing fee is required M Is the organization a Limited Liability Company? N Did the organization file Form 00 or Form 09 to report taxable income? O Is the organization under audit by the IRS or has the IRS audited in a prior year? No P Is federal Form 0/0 pending? Date filed with IRS CACAL //5 Complete unless not required to file this form. See General Instructions B and C. Gross sales or receipts other sources. From Side, I, line Gross dues and assessments members and affiliates Gross, gifts, grants, and similar amounts received see SCH B.. 6,756,55. gross receipts for filing requirement test. Add line through line. This line must be completed. If the result is less than 50,000, see General Instruction B... 8,755, Cost of goods sold Cost or other basis, and sales expenses of assets sold costs. Add line 5 and line gross income. Subtract line 7 line expenses and disbursements. From Side, I, line ,,57.,6,97.,60,76.,50, ,998,5. 5,, Excess of receipts over expenses and disbursements. Subtract line 9 line Use tax balance. If line is more than line, subtract line line Filing fee 0 or 5. See General Instruction F Penalties and Interest. See General Instruction J Balance due. Add line, line 5, and line 6. Then subtract line the result payments Use tax. See General Instruction K Payments balance. If line is more than line, subtract line line > 7 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Title Date Telephone Signature of officer G Preparer's signature G K. Firm's name (or yours, if self-employed) and address CEO Date JEFFREY DE LYSER, CPA PROPP CHRISTENSEN CANIGLIA LLP G 96 SIERRA COLLEGE BOULEVARD ROSEVILLE, CA /0/7 Check if selfemployed G May the FTB discuss this return with the preparer shown above? See instructions (96) PTIN P00069 FEIN 6-6 Telephone No Form 99 C 05 Side

3 Organizations with gross receipts of more than 50,000 and private foundations I regardless of amount of gross receipts ' complete I or furnish substitute information. Receipts Other Sources Expenses and Disbursements Schedule L Gross royalties Gross amount received sale of assets (See instructions) Other income. Attach schedule see......statement..... gross sales or receipts other sources. Add line through line 7. Enter here and on Side,, line Contributions, gifts, grants, and similar amounts paid. Attach schedule Disbursements to or for members Compensation of officers, directors, and trustees. Attach schedule see......stmt..... Other salaries and wages Interest Taxes Rents Depreciation and depletion (See instructions) Other Expenses and Disbursements. Attach schedule see......statement Gross sales or receipts all business activities. See instructions Interest Dividends Gross rents expenses and disbursements. Add line 9 through line 7. Enter here and on Side,, line Balance Sheet Beginning of taxable year Assets Cash Net accounts receivable Net notes receivable Inventories Federal and state government obligations Investments in other bonds Investments in stock Mortgage loans Other investments. Attach schedule a Depreciable assets b Less accumulated depreciation Land Other assets. Attach schedule STM Net income per books Federal income tax Excess of capital losses over capital gains Income not recorded on books this year. Attach schedule Expenses recorded on books this year not deducted in this return. Attach schedule.....see ST Add line through line ,97,78.,00,8.,9. Side Form 99 C 05,0, ,76.,05, , ,6. 8,8. 867,88.,60,76. 7,79,8. assets Liabilities and net worth 06,05. Accounts payable Contributions, gifts, or grants payable Bonds and notes payable Mortgages payable Other liabilities. Attach schedule ,6,69. 9 Capital stock or principal fund Paid-in or capital surplus. Attach reconciliation Retained earnings or income fund ,79,8. liabilities and net worth Schedule M- Reconciliation of income per books with income per return Do not complete this schedule if the amount on Schedule L, line, column, is less than 50,00 6,75.,0,0. End of taxable year,7,68,08,669. 5,07,86.,6,607. 6,756,55.,598,78. 6,86.,9,6. 90,96. 7,07.,09,. 967,57. 9,77. 8,98,6 5,6. 8,657,. 8,98,6 Income recorded on books this year not included in this return. Attach schedule.. SEE ST Deductions in this return not charged against book income this year. Attach schedule Add line 7 and line Net income per return. Subtract line 9 line CACAL,066,75. 79,55. -5,55 //5-5,55,50,77.

4 CALIFORNIA COPY Schedule B (Form 990, 990-EZ, or 990-PF) Schedule of Contributors Department of the Treasury Internal Revenue Service Name of the organization OMB No G Attach to Form 990, Form 990-EZ, or Form 990-PF. G Information about Schedule B (Form 990, 990-EZ, 990-PF) and its instructions is at Employer identification number PREVENTION OF CRUELTY TO ANIMALS (SPCA) Organization type (check one): Filers of: Form 990 or 990-EZ 05 Section: 50( ) (enter number) organization 97() nonexempt charitable trust not treated as a private foundation 57 political organization Form 990-PF 50() exempt private foundation 97() nonexempt charitable trust treated as a private foundation 50() taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 50(7), (8), or (0) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, totaling 5,000 or more (in money or property) any one contributor. Complete Parts I and II. See instructions for determining a contributor's total. Special Rules For an organization described in section 50() filing Form 990 or 990-EZ that met the -/% support test of the regulations under sections 509() and 70()(A)(vi), that checked Schedule A (Form 990 or 990-EZ), I, line, 6a, or 6b, and that received any one contributor, during the year, total of the greater of () 5,000 or () % of the amount on (i) Form 990, Part VIII, line h, or (ii) Form 990-EZ, line. Complete Parts I and II. For an organization described in section 50(7), (8), or (0) filing Form 990 or 990-EZ that received any one contributor, during the year, total of more than,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III. For an organization described in section 50(7), (8), or (0) filing Form 990 or 990-EZ that received any one contributor, during the year, exclusively for religious, charitable, etc., purposes, but no such totaled more than,00 If this box is checked, enter here the total that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., totaling 5,000 or more during the year G Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer 'No' on V, line, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF,, line, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. TEEA070L 0/7/5 Schedule B (Form 990, 990-EZ, or 990-PF) (05)

5 Page Schedule B (Form 990, 990-EZ, or 990-PF) (05) of of Name of organization Employer identification number Contributors. Use duplicate copies of if additional space is needed. Name, address, and ZIP + LEONARD. BOACK & BETTE M. KRUGER 00,00 Noncash (Complete I for noncash.) MARSHALL, VA 05 Name, address, and ZIP + 60,00 Noncash (Complete I for noncash.) AUBURN, CA 9560 Name, address, and ZIP + 50,00 Noncash (Complete I for noncash.) GRANITE BAY, CA 9576 Name, address, and ZIP + 0,00 Noncash (Complete I for noncash.) SAN ANTONIO, T 785 Name, address, and ZIP + THE HARRY ROSENBERRY FOUNDATION PO BO 75,00 Noncash (Complete I for noncash.) AUBURN, CA RICHLAND HILLS DR 5 PETCO FOUNDATION 50 CASTLEREIGH CT MARY AND STEVEN SHUGART 8 LAKESHORE N MARY AND HARRY WEIGEL 858 WEST MAIN STREET Name, address, and ZIP + Noncash (Complete I for noncash.) BAA TEEA070L 0//5 Schedule B (Form 990, 990-EZ, or 990-PF) (05)

6 to Page Schedule B (Form 990, 990-EZ, or 990-PF) (05) of I Name of organization Employer identification number I Noncash Property. Use duplicate copies of I if additional space is needed. No. N/A No. No. No. No. No. BAA Schedule B (Form 990, 990-EZ, or 990-PF) (05) TEEA070L 0//5

7 Page Schedule B (Form 990, 990-EZ, or 990-PF) (05) Name of organization to of II Employer identification number II Exclusively religious, charitable, etc., to organizations described in section 50(7), (8), or (0) that total more than,000 for the year any one contributor. Complete columns through (e) and the following line entry. For organizations completing II, enter the total of exclusively religious, charitable, etc., of,000 or less for the year. (Enter this information once. See instructions.) G Use duplicate copies of II if additional space is needed. No. Purpose of gift Use of gift N/A Description of how gift is held N/A (e) Transfer of gift Transferee's name, address, and ZIP + No. Relationship of transferor to transferee Purpose of gift Use of gift Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + No. Relationship of transferor to transferee Purpose of gift Use of gift Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + No. Relationship of transferor to transferee Purpose of gift Use of gift Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (05) BAA TEEA070L 0//5

8 05 CLIENT 79 CALIFORNIA STATEMENTS PAGE PREVENTION OF CRUELTY TO ANIMALS (SPCA) /0/7 07:AM STATEMENT FORM 99, PART II, LINE 7 OTHER INCOME INCOME FROM SPECIAL EVENTS PROGRAM SERVICE REVENUE TOTAL 58,69,06,97.,6,607. STATEMENT FORM 99, PART II, LINE COMPENSATION OF OFFICERS, S, TRUSTEES AND KEY EMPLOYEES CURRENT OFFICERS: NAME AND ADDRESS TITLE AND AVERAGE HOURS PER WEEK DEVOTED MIKE SHELLITO PRESIDENT KAREN HAUBER-GRAHL COMPENSATION CONTRIBUTION TO EBP & DC EPENSE ACCOUNT/ OTHER PRESIDENT ELECT AL JOHNSON PAST PRESIDENT SHIELA CARDNO TREASURER JOHN MASON SECRETARY JIM GRAY APPOINTEE DOTTIE DILLE.00 GENE ENDICOTT.00 DENISE FIDDYMENT.00

9 05 CLIENT 79 CALIFORNIA STATEMENTS PAGE PREVENTION OF CRUELTY TO ANIMALS (SPCA) /0/7 07:AM STATEMENT (CONTINUED) FORM 99, PART II, LINE COMPENSATION OF OFFICERS, S, TRUSTEES AND KEY EMPLOYEES CURRENT OFFICERS: NAME AND ADDRESS TITLE AND AVERAGE HOURS PER WEEK DEVOTED PAUL KLEIN.00 JOHN NORMAN COMPENSATION CONTRIBUTION TO EBP & DC EPENSE ACCOUNT/ OTHER.00 BILL RADAKOVITZ.00 DAN RICHARDS.00 BOB SINCLAIR.00 COLLEEN WATTERS.00 LEILANI FRATIS CEO 600 6,75.,59.,59. TOTAL 6,75. STATEMENT FORM 99, PART II, LINE 7 OTHER EPENSES ADVERTISING AND PROMOTION AUTOMOTIVE EPENSES CONSULTING/OUTSIDE SERVICES EDUCATION INSURANCE POSTAGE AND SHIPPING PRINTING AND PUBLICATIONS SPECIAL EVENT EPENSES SUPPLIES TELEPHONE VETERINARY SPAY/NEUTER VETERINARY/ANIMAL CARE TOTAL 7,78.,7. 56, ,955.,66., ,. 7,69.,0. 96,78. 0,. 867,88.

10 05 CLIENT 79 CALIFORNIA STATEMENTS PAGE PREVENTION OF CRUELTY TO ANIMALS (SPCA) /0/7 07:AM STATEMENT FORM 99, SCHEDULE L, LINE OTHER ASSETS PREPAID EPENSES AND DEFERRED CHARGES TOTAL 9,77. 9,77. STATEMENT 5 FORM 99, SCHEDULE M-, LINE 5 EPENSES RECORDED ON BOOKS NOT DEDUCTED ON RETURN IN-KIND SERVICES TOTAL 8,76. 8,76. STATEMENT 6 FORM 99, SCHEDULE M-, LINE 7 INCOME RECORDED ON BOOKS NOT ON RETURN IN-KIND SERVICES UNREALIZED GAINS/LOSSES TOTAL 8,76. -6,96. -5,55