Totals
- Total revenue
- $348,888
- Total expenses
- $244,881
- Contributions and grants received
- $299,838
- Grants paid
- $3,060
- Program service revenue
- $50,962
- Investment income
- $161
- Other revenue
- -$2,073
- Total assets, end of year
- $317,679
- Total liabilities, end of year
- $136,928
- Net assets or fund balances, end of year
- $180,751
- Program services expenses (Part IX)
- $225,122
- Management and general expenses
- $17,554
- Fundraising expenses
- $2,205
- Program service expenses (Part III)
- $225,122
Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$10,000
-
1c · Fundraising events
$230,909
-
1f · All other contributions, gifts and grants
$58,929
-
1g · Noncash contributions included above
$58,583
-
2a · Program service revenue: Program Revenue
total $50,782 · related or exempt $50,782
-
2f · All other program service revenue
total $180 · related or exempt $180
-
3 · Investment income
total $161 · excluded $161
-
8a · Fundraising events: gross income
$12,320
-
8a · Fundraising events: contributions included on line 1c
$230,909
-
8b · Fundraising events: direct expenses
$14,393
-
8c · Net income from fundraising events
total -$2,073 · excluded -$2,073
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $3,060 · program services $3,060
-
7 · Other salaries and wages
total $14,830 · program services $14,830
-
10 · Payroll taxes
total $1,134 · program services $1,134
-
11b · Fees: legal
total $10 · management and general $10
-
11c · Fees: accounting
total $13,097 · management and general $13,097
-
11g · Fees: other
total $13,434 · program services $11,276 · management and general $2,158
-
12 · Advertising and promotion
total $7,880 · program services $7,880
-
13 · Office expenses
total $26,119 · program services $24,002 · management and general $2,117
-
16 · Occupancy
total $40,739 · program services $40,739
-
17 · Travel
total $8,197 · program services $8,197
-
19 · Conferences, conventions and meetings
total $1,632 · program services $1,460 · management and general $172
-
22 · Depreciation, depletion and amortization
total $17,128 · program services $17,128
-
23 · Insurance
total $1,610 · program services $1,610
-
24a · Other expenses: Horse Expenses
total $61,485 · program services $61,485
-
24b · Other expenses: Repairs and Maintenance
total $13,333 · program services $13,333
-
24c · Other expenses: Special Projects
total $9,201 · program services $9,201
-
24d · Other expenses: Volunteer Expenses
total $2,612 · program services $2,612
-
24e · All other expenses
total $9,380 · program services $7,175 · fundraising $2,205
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $142,580 · end of year $208,636
-
5 · Loans and receivables from officers and key people
beginning of year $18,056 · end of year $10,370
-
10a · Land, buildings and equipment: cost or other basis
$135,097
-
10b · Land, buildings and equipment: accumulated depreciation
$36,424
-
10c · Land, buildings and equipment, net
beginning of year $12,734 · end of year $98,673
-
17 · Accounts payable and accrued expenses
beginning of year $24 · end of year $19
-
22 · Loans and payables to officers and key people
beginning of year $45,698 · end of year $33,835
-
23 · Secured mortgages and notes payable
end of year $50,324
-
24 · Unsecured notes and loans payable
beginning of year $55,485 · end of year $52,750
-
27 · Net assets without donor restrictions
beginning of year $72,163 · end of year $180,751
Mission and programs · 2023
Mission
TR 4 Heart and Soul strives to improve the quality of life of individuals with disabilities, those terminally ill, and those with behavioral challenges through the heart and soul of a horse.
Activities or mission (Part I)
Equine Assisted Services
-
TR 4 Heart and Soul strives to improve the quality of life of individuals with disabilities and other challenges through the heart and soul of a horse and culturally rich programming. TR 4 HAS provides Equine Assisted Services in a variety of programs:- 1,364 Therapeutic Riding Sessions- 400 Trauma Focused Equine Assisted Learning Sessions for participants in drug/alcohol rehabilitation services- 25 Trauma Focused Equine Assisted Learning sessions for Bismarck Public School youth needing additional learning outlets- 100 kiddos in horse camps and peer/peer mentor sessions- 3000 attendees at Community Inclusive Events- 264 Equine Facilitated Psychotherapy sessions- 22 Quality of life program visits to nursing homes and preschools.
Expenses $225,122 · Grants $3,060 · Revenue $50,962
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tara Vesey
President
- Total calculated
- $0
- Hours/week
- 0.5
-
Jon Peek
Vice President
- Total calculated
- $0
- Hours/week
- 0.5
-
Lindsey Turnbow
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
Cammie Schock
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
-
Alison Ward
Member at large
- Total calculated
- $0
- Hours/week
- 0.5
-
Kendra Roeder
Member at large
- Total calculated
- $0
- Hours/week
- 0.5
-
Sammie Peterson
Parent Advocate
- Total calculated
- $0
- Hours/week
- 0.5
-
Katie Oakland
Executive Director
- Total calculated
- $0
- Hours/week
- 60
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349306363
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