MONTANA HORSE SANCTUARY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HORSE SANCTUARY (EIN 20-1266410)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349312517
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:45:24-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810529486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary Kasper & Company Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 Central Ave Box 308 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201266410 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA HORSE SANCTUARY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4062645300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 551 | AddressLine1Txt |
| City | STEVENSVILLE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE HEATH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly McInerney CPA | PreparerPersonNm |
| PTIN | P00483703 | PTIN |
| Phone | 4064672410 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE HEATH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 551 | AddressLine1Txt |
| City | STEVENSVILLE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,071 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.montanahorsesanctuary.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | The Sanctuarys mission is to provide a wide array of assistance to in-crisis and abused horses. We provide support via education and financial assistance to Montanas horse owners, rescuers and law enforcement. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $43,617 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,435 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,683 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $353 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,314 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,283 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $55,627 | PYTotalRevenueAmt |
| CY Total Revenue | $49,071 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $311 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,692 | PYOtherExpensesAmt |
| CY Other Expenses | $79,367 | CYOtherExpensesAmt |
| PY Total Expenses | $57,892 | PYTotalExpensesAmt |
| CY Total Expenses | $79,367 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,265 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$30,296 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $285,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $263,086 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $285,883 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $263,086 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Sanctuarys mission is to provide a wide array of assistance to in-crisis and abused horses. We provide support via education and financial assistance to Montanas horse owners, rescuers and law enforcement. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $70,882 | ExpenseAmt |
| Revenue | $353 | RevenueAmt |
| Desc | The Sanctuarys mission is to help Montanas in-crisis and abused horses by providing financial and educational support to rescuers, horse owners and animal control agencies. We provide financial assistance, education and hands-on support. Read on to learn how we are doing.From 2004 - 2024: Celebrating 20 years rescuing horses and helping horse folk in Montana: The Sanctuary became a 501-c-3 nonprofit organization in 2004. Our work until 2021 was the active rescue of horses in crisis, mostly those who had been seized by law enforcement during abuse cases. Over the years we took in and rehabilitated, then rehomed to adopters more than 200 Montana horses. Today our primary mission is giving financial support to the following:- Horse owners in financial crisis: feed, veterinary and farrier care- Private horse rescues: feed, veterinary and farrier care- Non-Profit horse rescues and sanctuaries: general and emergency support- Law Enforcement during abuse case seizures of horses: feed, veterinary and farrier support and placement assistance.Our secondary missions are:- Providing education to the horse-loving people of Montana through direct educational and resource support as well as classes and workshops.- Providing expertise and boots-on-the-ground support to the horse rescuers of Montana- Continued support to people who have adopted horses from our organization in the form of expertise, providing veterinary support and hands-on help. All horses adopted from the Sanctuary also have the safety net of an adopt-back contract which means that if their adopter is ever unable to continue caring for them they will be returned to us. We never want a horse we placed to fall through the cracks ever again.Following is a summary of the work we did in 2024.Assistance to horse owners in financial crisis - total spent in 2024 = $6,669.55. A great example of this program involved a young horse owner in Livingston. About a month before she applied to us for help, her mare received a joint injection to treat arthritis but the injection caused a joint infection and required hospitalized treatment. While at the veterinary hospital, the mare developed a serious colic which led to surgery. The mare was back home and recuperating when, for some reason, her abdominal stitches tore loose and released her intestines! Back to the hospital! The incision was stitched again and she finally went back home weeks later. The road to recovery was long with daily treatment of the healing (again) incision as well as a special girdle-type apparatus to hold her abdomen intact. With the help of her devoted owner, the horse healed well and today is able to do light work under saddle. Another young horse owner is a member of Pony Club. Her veterinarian suspected the girls mare had digestive ulcers, which were making her uncomfortable and constantly on the verge of a colic. This lovely, sweet mare was feeling cranky and miserable. Her human is an exceptional 17-year-old girl. She pays all of her horses care costs working a job as a farm hand at a local horse therapy facility after school and on weekends. She asked us to help her pay for further diagnostic testing which included another veterinary exam and endoscopy. She asked that she be allowed to invite fellow Pony Club members to observe the procedure and learn more about ulcers, which are very common in domestic horses. On the day of the exam, the Pony Club members observed and learned a lot. It was remarkable literally seeing inside the horse! The endoscopy showed ulcers and while they were small they were causing obvious pain and behavioral issues. Our support to the horse owner paid for the exam and procedure, as well as the medication the vet prescribed. Today the young woman and her mare are back to riding and enjoying each others company and the horse is returning to full health.Assistance to private rescuers: $11,630.64: Among other help to private rescuers we gave and continue to give support for two elderly geldings in northwest Montana. A neighbor noticed the horses in the next door pasture werent being cared for and in the winter their pasture was eaten down and they lost a lot of weight. She began feeding them and when law enforcement was unable to find the owner she decided to pay for their hoof, dental and veterinary care. The now-rescuer has an average income so covering the expenses of 2 abandoned horses in addition to caring for her own 2 horses was a sizeable burden. She kept at it for about 3 years until finally one of her neighbors called the Sanctuary and told us about the abandoned horses and asked if we could help with costs. We helped by paying all her past and current expenses. About a year later, law enforcement found the owner of the horses who said she no longer wanted them. Then our board decided that these sweet, deserving horses needed a safe retirement. We voted to pay their costs of care until the ends oftheir lives. As of 2024, both horses are now healthy elders, enjoying the food, care and love they so richly deserve. They also eat special supplements, medications and herbs three to four times a day. Support to fellow non-profit rescues and sanctuaries: total spent in 2024 =$6,649.81. One of our support projects in 2024 helped a rescue organization in southeastern Montana which unfortunately had to close down. The founder had a major life change and was unable to continue operations. At the time there were numerous horses at the facility who all needed forever homes. The founder did a masterful job of finding permanent homes for nearly all the horses. But some remained. The Sanctuary helped for about six months with costs of care and boarding of the remaining horses while they found forever homes. Finally, one horse remained, a mustang mare who had arrived shortly before the rescue organization closed. The mare was previously traumatized and hard to approach. We provided the organization support to send the mare to a professional trainer familiar with BLM mustangs and the trauma they endure during capture and after. She spent two months with the trainer and is now well on her way to being comfortable and safe with humans. The trainer feels she may even someday become a saddle horse for the right person. While we were sad that a fellow organization had to halt operations, we were glad they contacted us and reached out for assistance. No organization is perfect and all of us in rescue world benefit from helping and supporting each other. We are stronger when we work together. Helping the folks who adopted horses from our organization: total spent in 2024= $30,816.37. It seems obvious that adopters are a huge part of what makes the Sanctuary successful. We hope that all adopters are consistently able to care for their horses over the lifetimes of those equines. But sometimes they need assistance in the form of expertise or financial help. One of our programs is called the Supported Adopters. This program paired potential adopters who are experienced, knowledgeable and caring horse people who have the facility and time for an adopted horse but not the finances for another equine family member. The horses in this program are not saddle horses but rather what we call pasture pals. Most are elderly horses from 20-33 years old. The Sanctuary provides all costs of care for its supported adoptees as well as any care expertise the adopters may need. In 2024 we supported nine horses in this program. Their annual costs of care average about $3,300/per horse and they all have loving, caring homes. Its a fabulous win-win.Education for horse people and fellow rescue groups: total spent in 2024 =$2,405.43. A western Montana Pony Club leader, Leslie Nalls of Victor, approached us in fall 2023. Montana has experienced a huge influx of new residents, many of whom are buying horses but have little knowledge of horse care. Leslie first noticed this phenomenon with the new members of Pony Club. When she mentioned it to her veterinarian, he wholeheartedly agreed that more education of new horse owners was urgently needed. We teamed up with Leslie to offer a two-afternoon class to teach people interested in buying their first horse. We called it Horse Ownership 101. The first four hours help people walk through the process of deciding if they really have time and resources to care for a horse and if so, how to find the right horse.The second afternoon, also four hours, explains how to set up a safe horse facility at home or find a good boarding facility, basics of feeding and fundamental safety. Each participant receives a 3-ring binder full of information about horse ownership and care. The response was highly positive from the people who attended. As of this writing we have filled a February 2025 class and have more scheduled. We also are exploring ways to offer the class online, nationally. Leslie is working on a Level 2 class to help people address the basics of handling their horses and safely hauling them i | Desc |
| Total Program Service Expenses | $70,882 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE HEATH | PersonNm |
| Phone | 4062645300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 551 | AddressLine1Txt |
| City | STEVENSVILLE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JANE HEATH | |||||||
| President | 30.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHANNA CHISM | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VIC ANDERSEN NON-VOTING | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY WHITEHORN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $28,321 | FederatedCampaignsAmt |
| All Other Contributions | $11,114 | AllOtherContributionsAmt |
| Total Contributions | $39,435 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| RESTITUTION FOR RESCUES | ||
| WORKSHOP REGISTRATIONS | $353 | $353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $353 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,283 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,636 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,250 | TotalAmt |
| Program Services | $6,279 | ProgramServicesAmt |
| Management And General | $1,782 | ManagementAndGeneralAmt |
| Fundraising | $189 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563 | TotalAmt |
| Management And General | $1,563 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479 | TotalAmt |
| Management And General | $357 | ManagementAndGeneralAmt |
| Fundraising | $122 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,296 | TotalAmt |
| Management And General | $1,296 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Program exp - Hay & Feed | $20,820 | $20,820 |
| Program exp - Farriers & Vets | $15,808 | $15,808 |
| Program exp - Rescue Care | $11,631 | $11,631 |
| Program exp - Equine Boarding | $8,812 | $8,812 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,608 | TotalAmt |
| Program Services | $7,432 | ProgramServicesAmt |
| Management And General | $3,176 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,367 | TotalAmt |
| Program Services | $70,882 | ProgramServicesAmt |
| Management And General | $8,174 | ManagementAndGeneralAmt |
| Fundraising | $311 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,924 | BOYAmt |
| EOY | $6,025 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,984 | BOYAmt |
| EOY | $248,586 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $975 | BOYAmt |
| EOY | $975 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,595 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,595 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,883 | BOYAmt |
| EOY | $263,086 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,883 | BOYAmt |
| EOY | $263,086 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,883 | BOYAmt |
| EOY | $263,086 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,883 | BOYAmt |
| EOY | $263,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$30,296 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $7,499 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,788 | CurrentTaxYearAmt |
| Total | $236,347 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $353 | CurrentTaxYearAmt |
| Total | $6,589 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,141 | CurrentTaxYearAmt |
| Total | $242,936 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $242,936 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,283 | CurrentTaxYearAmt |
| Total | $11,668 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,283 | CurrentTaxYearAmt |
| Total | $11,668 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,156 | CurrentTaxYearMinus3YearsAmt |
| Total | $2,676 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,424 | CurrentTaxYearAmt |
| Total | $257,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96490 | PublicSupportPY509Pct |
| Investment Income CY | 0.04540 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00900 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,595 | DepreciationAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIRCLE OF LIFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SOLE PROP/OFFICR | RelationshipDescriptionTxt |
| Transaction | ADMIN SERVICE CONTRACT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | JANE HEATH PROVIDES ADMINISTRATIVE SUPPORT TO MONTANA HORSE SANCTUARY (MHS)THROUGH A CONTRACT WITH CIRCLE OF LIFE OF WHICH MS. HEATH IS THE SOLE PROPRIETOR. THE CONTRACT IS SET AT A LOCAL MARKET RATE FOR SUCH SERVICES. THESE CONTRACT SERVICES ARE SEPARATE FROM HER ROLE AS AN OFFICER AND BOARD MEMBER, WHICH ARE NOT COMPENSATED. JANE RECUSES HERSELF FROM BOARD ACTIONS WHERE CIRCLE OF LIFE IS CONCERNED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | VIC ANDERSEN, TREASURER AND JANE HEATH, PRESIDENT ARE HUSBAND AND WIFE. |
| Form 990, Part VI, Section B, Line 11b | THE FORM 990 WAS MADE AVAILABLE FOR REVIEW AND APPROVAL TO THE GOVERNING BOARD BY PAPER OR ELECTRONIC COPY PRIOR TO BEING SUBMITTED AND/OR FILED. |
| Form 990, Part VI, Section B, Line 12c | MONTANA HORSE SANCTUARY MONITORS POTENTIAL CONFLICTS OF INTEREST BY WAY OF ONGOING DISCUSSION OF THIS ISSUE AT BOARD MEETINGS AND DURING CASUAL DISCUSSION AMONG BOARD MEMBERS. THE CONFLICT OF INTEREST POLICY IS ENFORCED BY THE BOARD DURING ITS MEETINGS WHEN BOARD MEMBERS NEED TO RECUSE THEMSELVES FROM DISCUSSIONS OR DECISIONS. |
| Form 990, Part VI, Section C, Line 19 | THE MONTANA HORSE SANCTUARY PROVIDES A PAPER/ELECTRONIC COPY OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. |
| Form 990, Part IX, Line 24e | Dues & Subscriptions: Column (A) - Total = $2682; Column (B) - Program Services = $0; Column (C) - Management & General = $2682; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Postage and Shipping: Column (A) - Total = $494; Column (B) - Program Services = $0; Column (C) - Management & General = $494; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Program exp - Supplies & Other: Column (A) - Total = $545; Column (B) - Program Services = $545; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Program exp - Trailer exp: Column (A) - Total = $4482; Column (B) - Program Services = $4482; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Program exp - Workshops: Column (A) - Total = $2406; Column (B) - Program Services = $2406; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Rounding Difference: Column (A) - Total = $-1; Column (B) - Program Services = $-1; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
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