2011-08-15T12:03:28-05:00 2010-12-31 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2010-01-01 201266410 MONTANA HORSE SANCTUARY INC MONT 4062645300 PO BOX 10 SIMMS MT 59477 LISA JACOBSON 4062645300 2011-08-10 1 MYRA L BAKKE 4067614645 2010 2016-02-24 21:20:13Z LISA JACOBSON PO BOX 19 CLYDE PARK MT 59018 186518 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 0 0 0 569512 179213 0 2906 493 325 1681 2198 571686 184642 0 0 0 0 0 37455 0 0 7194 95143 104657 95143 142112 476543 42530 1104987 1094264 512717 486144 592270 608120 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 106342 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. 14027 5104 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. 8553 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. 128922 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 1 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 31539 0 0 VIC ANDERSEN 1.00 X 0 0 0 31539 0 0 0 0 0 0 0 179213 100 179213 WORKSHOPS/MISC 900099 2745 2745 USDA 900099 161 161 2906 325 325 4074 1876 2198 2198 184642 5104 0 325 31539 25231 3785 2523 5396 5396 520 520 619 619 8099 8099 110 110 304 115 189 3640 1227 935 1478 1981 1981 3842 3760 82 1386 1386 21427 21427 6744 6744 8780 8780 SHELTER 12758 12758 WORKSHOPS/PROGRAMS 10541 10541 HORSE RESCUE 8313 8313 SUPPLIES 4050 1417 633 2000 PRINTING 2766 1844 922 9297 9273 24 142112 128922 5996 7194 6991 8154 123611 104867 1876 1002713 21470 972509 981243 1104987 1094264 512717 486144 512717 486144 X 517008 559538 75262 48582 592270 608120 1104987 1094264 X 42530 -26680 X 0 0 0 X 74283 126626 148642 572535 179213 1101299 74283 126626 148642 572535 179213 1101299 23057 15000 38057 0 23057 15000 38057 1063242 74283 126626 148642 572535 179213 1101299 0.96540 0.93570 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19029 19029 28544 1736 1736 4757 4757 7136 940 940 964733 964733 35199 19712 15487 2781 1758 1023 981243 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. 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 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 C, line 19 THE MONTANA HORSE SANCTUARY PROVIDES A PAPER/ELECTRONIC COPY OF IT'S 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: TEMP RESTRICTED INCOME RECEIVED/USED -26680. Total to Form 990, Part XI, Line 5: -26680.