2014-09-25T13:05:45-05:00 2013-12-31 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2013-01-01 201266410 MONTANA HORSE SANCTUARY INC MONT 4062645300 PO BOX 10 SIMMS MT 59477 JANE HEATH PRESIDENT 4062645300 2014-09-24 1 MYRA L BAKKE P00039909 4067614645 2013 2015-11-30 17:44:51Z JANE HEATH PO BOX 10 SIMMS MT 59477 113690 0 X www.montanahorsesanctuary.org X 2004 MT To 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. 3 3 0 0 0 0 162688 107363 6879 3213 67 27 884 1737 170518 112340 0 0 0 0 35423 0 0 0 3981 148147 82595 183570 82595 -13052 29745 1045404 1039187 429104 398141 616300 641046 X To 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. 0 0 73823 110576 Provide shelter to abused and in-crisis horses and donkeys: Expenses in this program include the annual ranch mortgage payments of $47037 per year. In nine years as an organization we have reached out and helped hundreds, if not thousands, of horses and other equines by meeting our challenges head-on. The hay grant program is the cornerstone of our outreach to horse owners in financial trouble. Through this program, financially strapped horse owners can apply for a grant of as much as $400 worth of hay and feed. This may seem like a large grant but hay prices have sharply increased in the past several years. In 2013, horse hay averaged $180 a ton in Montana. When we give a grant, the money is sent directly to the hay producer to purchase hay. During 2013, the hay grant program fed 30 horses. In 2013, we said a final farewell to Jake and Georgia, the Sanctuary's two most senior residents. Though we never knew exactly how old either was, the information we had, combined with dental evaluation, led us to believe Jake was 35 and Georgia was 34. Both beloved horses taught us a great deal about aging with dignity and kindness. Jake was instrumental in raising Isaac who was not even a year old when he arrived at the Sanctuary seven years ago. Jake taught Isaac how to be a gentle and well-mannered adult. Similarly, Georgia contributed her quiet wisdom to everyone around her, both human and equine. Our trusted veterinarian, Dr. Grant Smith, helped both horses leave the earth. The financial help of our supporters made it possible for them to have healthy and satisfying years of retirement. Donor contributions provided them with supplements, annual dental appointments, hoof care every six weeks, beautiful hay and green pasture. 2329 0 Rehabilitation and placement of Sanctuary horses and donkeys in forever homes: An adorable donkey came to the Sanctuary in 2011. Zoe was wild and had overgrown feet. She was wary of humans and was not even halter trained. We sent Zoe to trainer Spencer Dominick of Wilsall. He helped her learn to enjoy human contact. She accepted a halter, became used to being led, brushed and trailered. Zoe fell in love with Spencer's young daughters. Once back at the Sanctuary she showed extra interest in children. Clearly she wanted a home with kids.Although we received inquiries and adoption applications from a number of qualified people, none of them had what Zoe wanted most - children. Finally, a young family near Great Falls applied for Zoe. They have two young children. The family visited several times to make sure Zoe likedthem and was comfortable and safe with their young daughter. Zoe was tentative at first; clearly afraid she would knock the little toddler over. But then she relaxed and began to interact with the little girl. The family adopted Zoe and she is happily at home with them. We have visited a few times and we now see a donkey that glows with contentment. Each year the Sanctuary helps individual, in-crisis horse owners find adoptive homes for their horses when they must give one up. Rehabilitation of the Sanctuary equines is an ongoing process involving nutrition designed to meet the needs of each individual, veterinary care, training and hoof maintenance. Each horse is evaluated on a regular basis to determine what his/her current and future needs are. Sanctuary volunteers, veterinarians, professional horse trainers, farriers and other experts help each resident achieve mental, physical and emotional health. 2323 0 Workshops and community outreach: Without our volunteers, the Sanctuary simply would not exist. As of 2013, the Sanctuary is run entirely by volunteer effort. Dedicated volunteers perform daily horse care, feeding and ranch maintenance. They help raise funds through grant writing, logo clothing sales and raffles. Sanctuary workshops in 2013 focused on safety with horses and improving horsemanship and handling skills. Participants practiced new techniques to ride and work with horses safely. Feedback about our workshops was positive and participants return again and again for ongoing training. 78475 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X JANE HEATH 4062645300 12990 HIGHWAY 200 SIMMS MT 59477 X JANE HEATH PRESIDENT 1.00 X X 0 0 0 JOAN SPECKING VICE-PRESIDENT 1.00 X X 0 0 0 SHANNA CHISM SECRETARY 1.00 X X 0 0 0 VIC ANDERSEN TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 107363 12650 107363 WORKSHOPS/MISC 900099 2250 2250 RESTITUTION 900099 600 600 MISC 900099 263 263 ADOPTION FEES 900099 100 100 3213 27 27 3087 1350 1737 1737 112340 4950 0 27 X 662 662 4644 4644 1058 1058 971 971 2672 2672 17711 17711 7223 7223 158 158 SHELTER & FEED 22616 22616 REPAIRS 5182 5182 FUEL 4290 4290 FUNDRAISING 3981 3981 11427 11288 139 82595 78475 139 3981 4683 6609 54671 41016 963 1188 1035243 44869 985087 990374 1045404 1039187 1950 313 427154 397828 429104 398141 X 574019 605941 42281 35105 616300 641046 1045404 1039187 X 29745 -4999 X 0 0 0 X 572535 179213 187603 174608 110576 1224535 1737 1737 572535 179213 187603 174608 112313 1226272 0 0 0 1226272 572535 179213 187603 174608 112313 1226272 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 964733 964733 70510 44869 25641 990374 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 11 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 VII JANE HEATH - PO BOX 157, SIMMS, MT 59477. JOAN SPECKING - SIERRA ROAD WEST, HELENA, MT 59602. SHANNA CHISM - PO BOX 157, SIMMS, MT 59477. VIC ANDERSEN - PO BOX 157, SIMMS, MT 59477. Form 990, Part IX, line 24e WORKSHOPS/PROGRAMS: Program service expenses 3733. Management and general expenses 0. Fundraising expenses 0. Total expenses 3733. HORSE RESCUE: Program service expenses 2329. Management and general expenses 0. Fundraising expenses 0. Total expenses 2329. COMMUNITY OUTREACH: Program service expenses 2323. Management and general expenses 0. Fundraising expenses 0. Total expenses 2323. PROPERTY TAXES: Program service expenses 1674. Management and general expenses 0. Fundraising expenses 0. Total expenses 1674. BOARD EXPENSES: Program service expenses 787. Management and general expenses 0. Fundraising expenses 0. Total expenses 787. DUES AND SUBSCRIPTIONS: Program service expenses 263. Management and general expenses 0. Fundraising expenses 0. Total expenses 263. LICENSES & PERMITS: Program service expenses 179. Management and general expenses 0. Fundraising expenses 0. Total expenses 179. BANK CHARGES: Program service expenses 0. Management and general expenses 139. Fundraising expenses 0. Total expenses 139. Form 990, Part XI, line 9: REIMB TEMP RESTRICTED DONATION -5100. ADJUST TEMP RESTR DONATION FROM PRIOR YEAR 100. ROUNDING 1.