2012-08-13T10:12:08-05:00 2011-12-31 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2011-01-01 201266410 MONTANA HORSE SANCTUARY INC MONT 4062645300 PO BOX 10 SIMMS MT 59477 LISA JACOBSON 4062645300 2012-08-09 1 MYRA L BAKKE P00039909 4067614645 2011 2016-02-24 21:20:13Z LISA JACOBSON PO BOX 19 CLYDE PARK MT 59018 190775 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 2 83 0 0 179213 187603 2906 75 325 185 2198 1908 184642 189771 0 0 0 0 37455 36326 0 0 9489 104657 132213 142112 168539 42530 21232 1094264 1086178 486144 456826 608120 629352 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 120308 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. 2181 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. 33180 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. 155669 1 1 0 1 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 0 1 0 0 2 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 0 1 1 0 1 0 0 X X JANE HEATH 4062645300 12990 HIGHWAY 200 SIMMS MT 59477 LISA JACOBSON 1.00 X 0 0 0 EFFIE ORSER 1.00 X 0 0 0 JANE HEATH 50.00 X 30000 0 0 VIC ANDERSEN 1.00 X 0 0 0 30000 0 0 0 0 0 0 0 187603 14710 187603 WORKSHOPS/MISC 900099 75 75 75 185 185 2751 1004 1747 1747 USDA 900099 161 161 161 189771 2168 0 0 30000 24000 2400 3600 1661 1661 323 323 4342 3514 331 497 7074 7074 250 250 5996 1806 4190 2571 1736 90 745 4756 3995 304 457 1365 1365 21902 21902 7819 7819 6515 6515 HORSE RESCUE 33180 33180 SHELTER 19983 19983 REPAIRS 5141 5141 PROFESSIONAL FEES 3758 3758 11903 11647 256 168539 155669 3381 9489 8154 11435 104867 82383 963 1020436 29289 981243 991147 250 1094264 1086178 780 486144 456046 486144 456826 X 559538 563623 48582 65729 608120 629352 1094264 1086178 21232 0 X 0 0 0 X 126626 148642 572535 179213 187603 1214619 126626 148642 572535 179213 187603 1214619 15000 15000 0 15000 15000 1199619 126626 148642 572535 179213 187603 1214619 0.98770 0.96540 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19029 19029 28544 1736 1736 4757 4757 7136 940 940 964733 964733 3096 77 3019 49826 27045 22781 2781 2167 614 991147 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. Contact Addresses for Officers, Directors, Etc 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.