MONTANA HORSE SANCTUARY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HORSE SANCTUARY (EIN 20-1266410)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201202269349301250
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-13T10:12:08-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810446334 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS WILSON & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 FIRST AVENUE SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201266410 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA HORSE SANCTUARY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 4062645300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10 | AddressLine1 |
| City | SIMMS | City |
| State | MT | State |
| ZIP Code | 59477 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA JACOBSON | Name |
| Title | PRESIDENT | Title |
| Phone | 4062645300 | Phone |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MYRA L BAKKE | Name |
| PTIN | P00039909 | PTIN |
| Phone | 4067614645 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LISA JACOBSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19 | AddressLine1 |
| City | CLYDE PARK | City |
| State | MT | State |
| ZIP Code | 59018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 190775 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.montanahorsesanctuary.org | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 83 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 179213 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 187603 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2906 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 75 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 325 | InvestmentIncomePriorYear |
| Investment Income Current Year | 185 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2198 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1908 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 184642 | TotalRevenuePriorYear |
| Total Revenue Current Year | 189771 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 37455 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 36326 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9489 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 104657 | OtherExpensePriorYear |
| Other Expenses Current Year | 132213 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 142112 | TotalExpensesPriorYear |
| Total Expenses Current Year | 168539 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 42530 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 21232 | RevenuesLessExpensesCY |
| Total Assets BOY | 1094264 | TotalAssetsBOY |
| Total Assets EOY | 1086178 | TotalAssetsEOY |
| Total Liabilities BOY | 486144 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 456826 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 608120 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 629352 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 120308 | Expense |
| Description | Provide shelter to abused and in-crises horses and donkeys. This program includes the ranch mortgage ($48,000/year), and all costs associated with rescue and basic care. In late November 2010, Montana Horse Sanctuary received word that Montana Large Animal Sanctuary of Hot Springs was in serious debt and couldnt feed its 1,200 animals. It was soon determined that a majority of the animals were malnourished and in seriously poor health. Many had hooves that had gone untrimmed for years and were long enough to make those donkeys and horses lame. Strangely, a few of the animals cattle, pigs and mini-donkeys were crippled by obesity. We took charge of rescuing and rehoming the 108 horses and donkeys with assistance from several other rescue organizations. We evacuated the donkeys and horses to two large boarding facilities in the Bitterroot Valley. Rehabilitation included in-depth veterinary evaluations of each animal, trimming excessively long hooves, treating hoof abscesses and laminitis caused by severely overgrown hooves, high-quality nutrition, deworming, delousing and professional training. The public enthusiastically volunteered and adopted. The entire process took nearly six months and resulted in 99 animals finding new, loving homes. Very sadly, eight of the horses and one donkey had to be euthanized due to long-standing malnutrition and health issues. The entire rescue effort cost the Sanctuary $34,751. Donations and grants specifically for this effort came to $30,146. We used $4,605 from our general operating expenses and hay grant funds. In October 2011 the Sanctuary provided support to the Cascade County Sheriff's office when they confiscated 8 horses in a cruelty case. Six of the horses stayed at the Sanctuary and received extensive rehabilitation and re-feeding. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2181 | Expense |
| Description | Education and community outreach. This program includes workshops for the public, educational opportunities and assisting the horse-owning community. The Sanctuary's hay grant fund helps horses in a variety of circumstances: those whose owners are in financial straits, as well as horses confiscated in cruelty cases and special situations like the Hot Springs herd. The program began in 2007. Since then, the program has fed more than 200 horses. Of the horses whose owners were in financial difficulty, our records show the majority of those horses have remained with their owners, people who simply needed assistance at a difficult time. Other assistance to the horse community includes assistance to help horse owners rehome their horses to qualified homes. The Sanctuary strives to continually grow its network of adopters. The euthanasia grant fund helped horse owners who couldn't afford to euthanize horses in end-of-life crises. The Sanctuary pays for the veterinary and disposal costs for these financially strapped horse owners. The Sanctuary also provided support to law enforcement involved in cruelty cases. In 2011, the Sanctuary provided that support to the Jefferson County Sheriff's office, Sander's County Sheriff's Office, and the Cascade County Sheriff's office. Additionally, the Sanctuary provided funds to the Sander's County Sheriff's Office to send an investigator to a 40-hour Animal Cruelty Investigation School in fall 2011 in Billings. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 33180 | Expense |
| Description | Rehabilitation and placement: This program includes the work and costs of returning abused horses and donkeys to full health, and preparing them for a future in a qualified forever home. The Sanctuary rehabilitated 100 of the Hot Springs Rescue horses and donkeys, 7 horses from a Cascade County cruelty case, one donkey and one horse from Jefferson County, a horse from Ravalli County. Additionally, the Sanctuary continued rehabilitation of its other equine residents through veterinary care, farrier care, dentistry, parasite control and training. Rehabilitation is a daily activity at the Sanctuary. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 155669 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE HEATH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4062645300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12990 HIGHWAY 200 | AddressLine1 |
| City | SIMMS | City |
| State | MT | State |
| ZIP Code | 59477 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| LISA JACOBSON | |||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 |
| EFFIE ORSER | |||||
| VICE-PRESIDENT | 1.00 | X | 0 | 0 | 0 |
| JANE HEATH | |||||
| SECRETARY/DIRECTOR | 50.00 | X | 30000 | 0 | 0 |
| VIC ANDERSEN | |||||
| TREASURER | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 30000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 187603 | AllOtherContributions |
| Noncash Contributions | 14710 | NoncashContributions |
| Total Contributions | 187603 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WORKSHOPS/MISC | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 75 | TotalRevenueColumn |
| Related Or Exempt Function Income | 75 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 75 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 185 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2751 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1004 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1747 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1747 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | USDA | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 161 | TotalRevenueColumn |
| Related Or Exempt Function Income | 161 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 161 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 189771 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2168 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Program Services | 24000 | ProgramServices |
| Management And General | 2400 | ManagementAndGeneral |
| Fundraising | 3600 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1661 | Total |
| Program Services | 1661 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323 | Total |
| Program Services | 323 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4342 | Total |
| Program Services | 3514 | ProgramServices |
| Management And General | 331 | ManagementAndGeneral |
| Fundraising | 497 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7074 | Total |
| Program Services | 7074 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250 | Total |
| Program Services | 250 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5996 | Total |
| Program Services | 1806 | ProgramServices |
| Fundraising | 4190 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2571 | Total |
| Program Services | 1736 | ProgramServices |
| Management And General | 90 | ManagementAndGeneral |
| Fundraising | 745 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4756 | Total |
| Program Services | 3995 | ProgramServices |
| Management And General | 304 | ManagementAndGeneral |
| Fundraising | 457 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1365 | Total |
| Program Services | 1365 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21902 | Total |
| Program Services | 21902 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7819 | Total |
| Program Services | 7819 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6515 | Total |
| Program Services | 6515 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| HORSE RESCUE | 33180 | 33180 |
| SHELTER | 19983 | 19983 |
| REPAIRS | 5141 | 5141 |
| PROFESSIONAL FEES | 3758 | 3758 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11903 | Total |
| Program Services | 11647 | ProgramServices |
| Management And General | 256 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168539 | Total |
| Program Services | 155669 | ProgramServices |
| Management And General | 3381 | ManagementAndGeneral |
| Fundraising | 9489 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8154 | BOY |
| EOY | 11435 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104867 | BOY |
| EOY | 82383 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 963 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1020436 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29289 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 981243 | BOY |
| EOY | 991147 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 250 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1094264 | BOY |
| EOY | 1086178 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 780 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 486144 | BOY |
| EOY | 456046 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 486144 | BOY |
| EOY | 456826 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 559538 | BOY |
| EOY | 563623 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48582 | BOY |
| EOY | 65729 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 608120 | BOY |
| EOY | 629352 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1094264 | BOY |
| EOY | 1086178 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 21232 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 126626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 148642 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 572535 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 187603 | CurrentTaxYear |
| Total | 1214619 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 126626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 148642 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 572535 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 187603 | CurrentTaxYear |
| Total | 1214619 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15000 | CurrentTaxYearMinus4Years |
| Total | 15000 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15000 | CurrentTaxYearMinus4Years |
| Total | 15000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1199619 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 126626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 148642 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 572535 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 187603 | CurrentTaxYear |
| Total | 1214619 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98770 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96540 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 19029 | CurrentYearMinus2 |
| Total | 19029 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $28,544 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 1736 | CurrentYearMinus2 |
| Total | 1736 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 4757 | CurrentYearMinus2 |
| Total | 4757 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $7,136 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 940 | CurrentYearMinus2 |
| Total | 940 | Total |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 964733 | OtherCostOrOtherBasis |
| Book Value | 964733 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3096 | OtherCostOrOtherBasis |
| Depreciation | 77 | Depreciation |
| Book Value | 3019 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 49826 | OtherCostOrOtherBasis |
| Depreciation | 27045 | Depreciation |
| Book Value | 22781 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2781 | OtherCostOrOtherBasis |
| Depreciation | 2167 | Depreciation |
| Book Value | 614 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 991147 | TotalOfBookValueLandBuildings |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Vic Andersen, Treasurer and Jane Heath, Secretary 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. For instance, Jane Heath, is the board secretary and is paid for her position as executive director. She recuses herself and leaves the meeting during discussions and decisions about her salary. | |
| Form 990, Part VI, Section B, line 15a | The board of directors met without Jane Heath, who is the secretary and executive director, to discuss her salary. Board vice-president researched the salaries of comparable executive directors. The board met again without Heath and determined her salary and discussed future pay raises. | |
| 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 | LISA JACOBSON - PO BOX 19, CLYDE PARK, MT 59018. EFFIE ORSER - PO BOX 92, EMIGRANT, MT 59027. JANE HEATH - PO BOX 157, SIMMS, MT 59477. VIC ANDERSEN - PO BOX 157, SIMMS, MT 59477. | Contact Addresses for Officers, Directors, Etc |
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