MONTANA HORSE SANCTUARY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MONTANA HORSE SANCTUARY (EIN 20-1266410)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-15
IRS object ID
202002899349300140
Schema version
2019v5.0
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

FieldValueIRS element (for citing)
Return2020-10-15T08:01:01-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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Preparer Firm EIN810529486PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gary Kasper & Company IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1324 Central Ave Box 308AddressLine1Txt
CityFairfieldCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59436ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201266410EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTANA HORSE SANCTUARY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone4062645300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 551AddressLine1Txt
CitySTEVENSVILLECityNm
State AbbreviationMTStateAbbreviationCd
ZIP59870ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE HEATHPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-10-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKelly McInerney CPAPreparerPersonNm
PTINP00483703PTIN
Phone4064672410PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJANE HEATHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 551AddressLine1Txt
CitySTEVENSVILLECityNm
State AbbreviationMTStateAbbreviationCd
ZIP59870ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$60,512GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.montanahorsesanctuary.orgWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation2004FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionTO PROVIDE MONTANA'S IN-CRISIS AND ABUSED HORSES WITH SHELTER, REHABILITATION AND PLACEMENT IN QUALIFIED, PERMANENT HOMES. TO PROVIDE MONTANA HORSE OWNERS WITH EDUCATION AND ASSISTANCE TO HELP THEM BETTER CARE FOR AND WORK WITH THEIR HORSES.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$78,825PYContributionsGrantsAmt
CY Contributions Grants$54,834CYContributionsGrantsAmt
PY Program Service Revenue$1,010PYProgramServiceRevenueAmt
CY Program Service Revenue$714CYProgramServiceRevenueAmt
PY Investment Income$2,829PYInvestmentIncomeAmt
CY Investment Income-$10,075CYInvestmentIncomeAmt
PY Other Revenue$91PYOtherRevenueAmt
CY Other Revenue$15,039CYOtherRevenueAmt
PY Total Revenue$82,755PYTotalRevenueAmt
CY Total Revenue$60,512CYTotalRevenueAmt
PY Grants And Similar Paid$6,391PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$750CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$4,032CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,689CYTotalFundraisingExpenseAmt
PY Other Expenses$72,963PYOtherExpensesAmt
CY Other Expenses$58,337CYOtherExpensesAmt
PY Total Expenses$79,354PYTotalExpensesAmt
CY Total Expenses$63,119CYTotalExpensesAmt
PY Revenues Less Expenses$3,401PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,607CYRevenuesLessExpensesAmt
Total Assets BOY$1,050,905TotalAssetsBOYAmt
Total Assets EOY$1,009,700TotalAssetsEOYAmt
Total Liabilities BOY$231,703TotalLiabilitiesBOYAmt
Total Liabilities EOY$193,105TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$819,202NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$816,595NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MONTANA'S IN-CRISIS AND ABUSED HORSES WITH SHELTER, REHABILITATION AND PLACEMENT IN QUALIFIED, PERMANENT HOMES. TO PROVIDE MONTANA HORSE OWNERS WITH EDUCATION AND ASSISTANCE TO HELP THEM BETTER CARE FOR AND WORK WITH THEIR HORSES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$56,643ExpenseAmt
Grant$750GrantAmt
Revenue$714RevenueAmt
DescIn 2019, Montana Horse Sanctuary adopted a whole new paradigm of helping in-crisis equines. Our core goal is helping Montanas horses. We are now meeting that goal by directly assisting horse owners, rescuers and law enforcement. When we started the Sanctuary in 2004, there were few horse sanctuaries and rescues in Montana; but today there are a wide array of non-profit, private and individual horse rescuers. We are thrilled by this monumental change because it means more horses are being rescued and many are spending the rest of their lives with the people who saved them. More is happening at the grassroots level. Communities are becoming aware and involved in helping abused horses, ponies, donkeys and mules. We strongly encourage and support this statewide effort and hope you will continue to support our vision.The Sanctuary office has relocated: We moved the Sanctuarys base to Stevensville, Montana in May 2019. The Sanctuary ranch in Simms is up for sale and as of June 2020 we have a sale contract in place with closing scheduled for Sept. 10, 2020. The ranch includes 1,200 acres with a 165-acre state land lease, year-round springs with water rights, horse-safe fencing, irrigation rights, spectacular vistas, a hay field and lots of room to roam. We have maintained the ranch in a completely organic manner since 2007. The new office is located at 918 Lecoure Lane, near Stevensville. The mailing address is new: PO Box 551, Stevensville, MT 59870. What happened to the last Sanctuary horses? As the Sanctuary board began changing direction four years ago, we decided to reduce the herd naturally, as horses were adopted or died. By early 2019, we were down to three horses: Coral, Sundance and Grace. We said a sad goodbye to Coral in spring 2019. Her many years fighting insulin resistance finally became a crisis after a life-threatening vaccine reaction in 2018. She was unable to recover. Sundance has been adopted and is loving life with two other geldings in his forever home. Grace is ready for adoption as a saddle horse. She LOVES trail adventures and seeing new places. Donkey donkey, donkey! Two mini donkeys from the Hot Springs rescue who had been adopted from the Sanctuary were returned to us in 2019. Their family felt they could no longer give them the time and attention they deserve. Then the best thing happened! We helped them find a new home in the mountains. Their family are experienced hikers who take them on adventures several times a week. We recently received this note from their humans: Who knew we needed miniature donkeys? Russell & Bunny are enhancing our lives with peaceful presence and charisma. Bunnys white line disease (hoof infection) in one foot is treated weekly, trimmed every three weeks. Healthy hoof tissue is now growing beautifully. Both are losing excess weight and toning their muscles for hiking. We hope to participate with them in an animal therapy group so they may spread their joy to many people. Their transition and recovery is supported by the equine community of Montana Horse Sanctuary, their foster family, trainer, farriers, veterinarian, hay growers and haulers, and the ever-increasing fan club of visitors. As all equine adopters know, for the best outcome, it really does take a village.Late in 2019 we helped Western Montana Equine Rescue and Rehabilitation with a donkey they rescued named Miss Daisy. One of our supporters fostered her and we covered the costs for veterinary care, feed and herbal treatment. Daisy went to her new home near Helena in spring 2020 and is now warming the hearts of her beloved family and fellow donkey, Eyeore.Horse care assistance: We help horse owners in financial difficulty to cover direct costs of horse care. One such owner is an equine assisted psychotherapist in Central Montana who was laid off from her job and had a gap of time before her next job began. All 10 of her horses were rescues and are part of her work with children who have endured trauma and some who have ended up in the legal system. Two small safety net expenditures from Montana Horse Sanctuary, Inc., helped her bridge the employment gap and kept her horses properly fed and vetted during a difficult time. We also provide help to individual rescuers. A woman near Bozeman has rescued sev-eral horses in the past few years. One of the horses, a miniature, recently needed extensive veterinary care for a bad colic episode. The woman ended up with a sizable veterinary bill in the same week that her furnace quit and had to be replaced. Our assistance helped her pay veterinary costs and her little mare is home and on the mend. Our supported adoption program for older pasture pals that were formerly Sanctuary horses continues to be successful. This program helps older horses find great forever homes with people who possess substantial horse care knowledge, own suitable accomodations and plenty of time and love but couldnt otherwise afford another horse. As always we stand ready and prepared to help Montanas law enforcement community during cruelty case seizures. Helping fellow nonprofit organizations: A program we will expand substantially once the ranch has sold is assistance to other nonprofit rescues and sanctuaries. Our goal will be to help deserving organizations build their capacity through educational means such as grantwriting training, learning new fundraising skills and so forth.Our updated mission all boils down to the village concept, or in this case, it takes a state to rescue horses. Currently our work is small-scale but once the Sanctuary ranch has sold we will expand our programs and increase our impact throughout Montana.Desc
Total Program Service Expenses$56,643TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
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Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
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Foreign ActivitiesfalseForeignActivitiesInd
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Schedule J RequiredfalseScheduleJRequiredInd
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Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
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IRP Document4IRPDocumentCnt
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Employee1EmployeeCnt
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Foreign Financial AccountfalseForeignFinancialAccountInd
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Taxable Party NotificationfalseTaxablePartyNotificationInd
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Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
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Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJANE HEATHPersonNm
Phone4062645300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 551AddressLine1Txt
CitySTEVENSVILLECityNm
State AbbreviationMTStateAbbreviationCd
ZIP59870ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JANE HEATH
President30.000.00Yes (X)Yes (X)$0$0$0
BRENDA YORK
Vice President2.000.00Yes (X)Yes (X)$0$0$0
SHANNA CHISM
Secretary2.000.00Yes (X)Yes (X)$0$0$0
VIC ANDERSEN
Treasurer30.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
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Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$36,251FederatedCampaignsAmt
All Other Contributions$18,583AllOtherContributionsAmt
Noncash Contributions$644NoncashContributionsAmt
Total Contributions$54,834TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADOPTION FEES900099$300$300
AG RISK COVERAGE PROG PMT900099$224$224
RESTITUTION900099$190$190
FieldValueIRS element (for citing)
Total Program Service Revenue$714TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

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Total Revenue Column$32TotalRevenueColumnAmt
Related Or Exempt Func Income$32RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

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Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

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Other-$10,107OtherAmt

Gain Or Loss GainOrLossGrp

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Other-$10,107OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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Total Revenue Column-$10,107TotalRevenueColumnAmt
Related Or Exempt Func Income-$10,107RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

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Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$39GrossSalesOfInventoryAmt

Net Income Or Loss NetIncomeOrLossGrp

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Total Revenue Column$39TotalRevenueColumnAmt
Exclusion$39ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
7a correct sale amount$15,000$15,000
7a should be cost on 7b
7c net gain is $4893
FieldValueIRS element (for citing)
Other Revenue Total$15,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

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Total Revenue Column$60,512TotalRevenueColumnAmt
Related Or Exempt Func Income$5,639RelatedOrExemptFuncIncomeAmt
Exclusion$39ExclusionAmt
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Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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Total$750TotalAmt
Program Services$750ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

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Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

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Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

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Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

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Total$3,705TotalAmt
Program Services$3,705ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

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Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

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Payroll Taxes PayrollTaxesGrp

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Total$327TotalAmt
Program Services$327ProgramServicesAmt

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Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

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Total$1,612TotalAmt
Management And General$1,612ManagementAndGeneralAmt

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Total$1,039TotalAmt
Management And General$1,039ManagementAndGeneralAmt

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Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

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Total$8,070TotalAmt
Program Services$6,456ProgramServicesAmt
Management And General$968ManagementAndGeneralAmt
Fundraising$646FundraisingAmt

Advertising AdvertisingGrp

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Total$0TotalAmt

Office Expenses OfficeExpensesGrp

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Total$1,400TotalAmt
Program Services$1,120ProgramServicesAmt
Management And General$168ManagementAndGeneralAmt
Fundraising$112FundraisingAmt

Information Technology InformationTechnologyGrp

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Total$216TotalAmt
Fundraising$216FundraisingAmt

Royalties RoyaltiesGrp

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Total$0TotalAmt

Occupancy OccupancyGrp

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Total$13,714TotalAmt
Program Services$13,415ProgramServicesAmt
Fundraising$299FundraisingAmt

Travel TravelGrp

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Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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Total$0TotalAmt

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Total$0TotalAmt

Interest InterestGrp

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Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

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Total$5,500TotalAmt
Program Services$5,500ProgramServicesAmt

Insurance InsuranceGrp

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Total$2,111TotalAmt
Program Services$2,111ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PROFESSIONAL HORSE TRAINERS$8,095$8,095
HORSE FEED, FARRIERS, & SUPPLY$5,659$5,659
VETERINARY CARE$3,519$3,519
FARM & EQUIP REPAIR$2,701$2,701

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,701TotalAmt
Program Services$3,285ProgramServicesAmt
Fundraising$1,416FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$63,119TotalAmt
Program Services$56,643ProgramServicesAmt
Management And General$3,787ManagementAndGeneralAmt
Fundraising$2,689FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$25,739BOYAmt
EOY$8,064EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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BOY$21,668BOYAmt
EOY$8,863EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

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EOY$0EOYAmt

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EOY$0EOYAmt

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EOY$0EOYAmt

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EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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BOY$909BOYAmt
EOY$975EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,056,026LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$64,231LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,002,588BOYAmt
EOY$991,795EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

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EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

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BOY$1BOYAmt
EOY$3EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,050,905BOYAmt
EOY$1,009,700EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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BOY$859BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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BOY$230,844BOYAmt
EOY$192,950EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$155EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$231,703BOYAmt
EOY$193,105EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$777,076BOYAmt
EOY$782,735EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,126BOYAmt
EOY$33,860EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$819,202BOYAmt
EOY$816,595EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,050,905BOYAmt
EOY$1,009,700EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,607ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,846CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$117,758CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$131,361CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,825CurrentTaxYearMinus1YearAmt
Current Tax Year$54,834CurrentTaxYearAmt
Total$506,624TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,839CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,971CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,167CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,101CurrentTaxYearMinus1YearAmt
Current Tax Year$753CurrentTaxYearAmt
Total$13,831TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126,685CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,729CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$137,528CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,926CurrentTaxYearMinus1YearAmt
Current Tax Year$55,587CurrentTaxYearAmt
Total$520,455TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$520,455PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104CurrentTaxYearMinus1YearAmt
Current Tax Year$32CurrentTaxYearAmt
Total$215TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104CurrentTaxYearMinus1YearAmt
Current Tax Year$32CurrentTaxYearAmt
Total$215TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$2,725CurrentTaxYearMinus1YearAmt
Current Tax Year$4,299CurrentTaxYearAmt
Total$7,024TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126,698CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,747CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$137,576CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$82,755CurrentTaxYearMinus1YearAmt
Current Tax Year$59,918CurrentTaxYearAmt
Total$527,694TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98630PublicSupportCY509Pct
Public Support PY5090.99500PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00030InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$969,036OtherCostOrOtherBasisAmt
Book Value$969,036BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,800OtherCostOrOtherBasisAmt
Depreciation$1,150DepreciationAmt
Book Value$12,650BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,249OtherCostOrOtherBasisAmt
Depreciation$8,398DepreciationAmt
Book Value$3,851BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,346OtherCostOrOtherBasisAmt
Depreciation$51,768DepreciationAmt
Book Value$1,578BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,595OtherCostOrOtherBasisAmt
Depreciation$2,915DepreciationAmt
Book Value$4,680BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$991,795TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$155FederalIncomeTaxLiabilityAmt
Total Liability$155TotalLiabilityAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CIRCLE OF LIFEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionOFFICERRelationshipDescriptionTxt
TransactionADMIN SERVICE CONTRACTTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part V Supplemental InformationFormAndLineReferenceDesc
ExplanationJANE HEATH PROVIDES ADMINISTRATIVE SUPPORT TO MONTANA HORSE SANCTUARY (MHS)THROUGH A CONTRACT WITH THE ENTITY CIRCLE OF LIFE, OF WHICH MS. HEATH IS OWNER. THE CONTRACT IS SET AT A LOCAL MARKET RATE FOR SUCH SERVICES. MS. HEATH SUBMITS A MONTHLY ITEMIZED INVOICE TO THE MHS BOARD FOR APPROVAL AND PAYMENT. THESE CONTRACT SERVICES ARE SEPARATE FROM HER ROLE AS AN OFFICER AND BOARD MEMBER, WHICH ARE NOT COMPENSATED. JANE IS NOT A VOTING BOARD MEMBER FOR THESE APPROVALS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtVIC ANDERSEN, TREASURER AND JANE HEATH, PRESIDENT ARE HUSBAND AND WIFE.
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE 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, Line 12c: Explanation of Monitoring and Enforcement of ConflictsMONTANA 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, Line 19: Other Organization Documents Publicly AvailableTHE MONTANA HORSE SANCTUARY PROVIDES A PAPER/ELECTRONIC COPY OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST.

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