MONTANA HORSE SANCTUARY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HORSE SANCTUARY (EIN 20-1266410)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-15
- IRS object ID
- 201122279349302277
- Schema version
- 2010v3.4
- 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 | 2011-08-15T12:03:28-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-08-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MYRA L BAKKE | Name |
| Phone | 4067614645 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 186518 | 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 | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 569512 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 179213 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2906 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 493 | InvestmentIncomePriorYear |
| Investment Income Current Year | 325 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1681 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2198 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 571686 | TotalRevenuePriorYear |
| Total Revenue Current Year | 184642 | 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 | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 37455 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7194 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 95143 | OtherExpensePriorYear |
| Other Expenses Current Year | 104657 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 95143 | TotalExpensesPriorYear |
| Total Expenses Current Year | 142112 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 476543 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 42530 | RevenuesLessExpensesCY |
| Total Assets BOY | 1104987 | TotalAssetsBOY |
| Total Assets EOY | 1094264 | TotalAssetsEOY |
| Total Liabilities BOY | 512717 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 486144 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 592270 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 608120 | 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 | 106342 | Expense |
| Description | Provide shelter to abused and in-crisis horses: This program includes all costs associated with providing a home for the horses, namely the ranch mortgage payments of $48,000/year, most staffing and contracted services including salaries, taxes, work comp and insurance. This category includes all normal veterinary care such as dental, deworming, vaccinations and other standard care to maintain the Sanctuary horses. Also included are feed and pasture maintenance, new fencing, construction and hay harvest. This program includes the Sanctuary's assistance to law enforcement in abuse and rescue situations. In 2010 the Sanctuary provided shelter and care to its own herd of horses. In November 2010, the Sanctuary joined a group of other rescue organizations nationally and responded quickly to the closing of a sanctuary near Hot Springs, Montana, known as Montana Large Animal Sanctuary. Montana Horse Sanctuary was put in charge of the rescue, rehabilitation and adoptions of 108 horses, donkeys and miniature horses from Hot Springs, many of whom were underweight and had serious hoof and health issues. This effort continued until May of 2011. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14027 | Expense |
| Revenue | 5104 | Revenue |
| Description | Education and outreach: Each year the Sanctuary hosts and co-sponsors a variety of workshops to help horse owners become better caretakers and have safer relationships with their horses. In 2010, our focus was improving horsemanship skills for young riders as well as adults. The 2010 workshops helped riders learn new techniques to solve problems or issues they were having with their horses. Participants in our workshops expressed a high level of satisfaction and said they would continue to participate in future workshops. Outreach to horse owners includes the Sanctuary's hay grant and euthanasia grant programs to horse owners in serious financial crisis. The Sanctuary gave to Montana horse owners a total of $2,284.24 in hay grants which helped feed 45 horses in 9 homes throughout the state. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8553 | Expense |
| Description | Rehabilitation and Placement: This program includes costs associated with bringing the Sanctuary horses back to health and preparing them for lives in qualified, permanent homes. Costs include veterinary rehabilitation such as chiropractic care, exercise therapy, and training by a professional horse trainer. The Sanctuary places not only horses from the Sanctuary in forever homes but also assists many horse owners who find themselves in crisis and need to re-home their horses. The Sanctuary maintains a list of horses needing new homes and people seeking new horses and assists horse owners with home visits for potential adoptions, expert advice and sometimes transport of horses to new homes. Follow-up visits and communication with adopters is also part of our program to ensure that the horse is receiving needed care. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 128922 | 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 | 1 | 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 | 31539 | 0 | 0 |
| VIC ANDERSEN | |||||
| TREASURER | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 31539 | 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 | 179213 | AllOtherContributions |
| Noncash Contributions | 100 | NoncashContributions |
| Total Contributions | 179213 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| WORKSHOPS/MISC | 900099 | 2745 | 2745 |
| USDA | 900099 | 161 | 161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2906 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 325 | TotalRevenueColumn |
| Exclusion | $325 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4074 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1876 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2198 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2198 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 184642 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5104 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $325 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31539 | Total |
| Program Services | 25231 | ProgramServices |
| Management And General | 3785 | ManagementAndGeneral |
| Fundraising | 2523 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5396 | Total |
| Program Services | 5396 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520 | Total |
| Program Services | 520 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619 | Total |
| Management And General | 619 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8099 | Total |
| Program Services | 8099 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110 | Total |
| Program Services | 110 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304 | Total |
| Program Services | 115 | ProgramServices |
| Fundraising | 189 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3640 | Total |
| Program Services | 1227 | ProgramServices |
| Management And General | 935 | ManagementAndGeneral |
| Fundraising | 1478 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1981 | Total |
| Program Services | 1981 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3842 | Total |
| Program Services | 3760 | ProgramServices |
| Fundraising | 82 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1386 | Total |
| Program Services | 1386 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21427 | Total |
| Program Services | 21427 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6744 | Total |
| Program Services | 6744 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8780 | Total |
| Program Services | 8780 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SHELTER | 12758 | 12758 | ||
| WORKSHOPS/PROGRAMS | 10541 | 10541 | ||
| HORSE RESCUE | 8313 | 8313 | ||
| SUPPLIES | 4050 | 1417 | 633 | 2000 |
| PRINTING | 2766 | 1844 | 922 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9297 | Total |
| Program Services | 9273 | ProgramServices |
| Management And General | 24 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142112 | Total |
| Program Services | 128922 | ProgramServices |
| Management And General | 5996 | ManagementAndGeneral |
| Fundraising | 7194 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6991 | BOY |
| EOY | 8154 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123611 | BOY |
| EOY | 104867 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1876 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1002713 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21470 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 972509 | BOY |
| EOY | 981243 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1104987 | BOY |
| EOY | 1094264 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512717 | BOY |
| EOY | 486144 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512717 | BOY |
| EOY | 486144 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517008 | BOY |
| EOY | 559538 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75262 | BOY |
| EOY | 48582 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 592270 | BOY |
| EOY | 608120 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1104987 | BOY |
| EOY | 1094264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 42530 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -26680 | 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 | 74283 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 126626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 148642 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 572535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 179213 | CurrentTaxYear |
| Total | 1101299 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74283 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 126626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 148642 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 572535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 179213 | CurrentTaxYear |
| Total | 1101299 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15000 | CurrentTaxYearMinus3Years |
| Total | 38057 | 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 | 23057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15000 | CurrentTaxYearMinus3Years |
| Total | 38057 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1063242 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74283 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 126626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 148642 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 572535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 179213 | CurrentTaxYear |
| Total | 1101299 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96540 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.93570 | 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 Minus1 | 19029 | CurrentYearMinus1 |
| 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 Minus1 | 1736 | CurrentYearMinus1 |
| Total | 1736 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 4757 | CurrentYearMinus1 |
| 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 Minus1 | 940 | CurrentYearMinus1 |
| 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 |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35199 | OtherCostOrOtherBasis |
| Depreciation | 19712 | Depreciation |
| Book Value | 15487 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2781 | OtherCostOrOtherBasis |
| Depreciation | 1758 | Depreciation |
| Book Value | 1023 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 981243 | TotalOfBookValueLandBuildings |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Vic Anderson, 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. | |
| 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 12c | |
| The board of directors met without Jane Heath, who is the secretary and executive director, to discuss her salary. Board vice-president Joan Specking 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 B, line 15a | |
| THE MONTANA HORSE SANCTUARY PROVIDES A PAPER/ELECTRONIC COPY OF IT'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. | Form 990, Part VI, Section C, line 19 | |
| Contact Addresses for Officers, Directors, Etc | 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. | Form 990, Part VII |
| Changes in Net Assets or Fund Balances: | TEMP RESTRICTED INCOME RECEIVED/USED -26680. Total to Form 990, Part XI, Line 5: -26680. | Form 990, Part XI, line 5: |
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