Civic Intelligence

Equamore Foundation

990 • Fiscal year 2019 • EIN 46-2853049

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 23, 2020

Organization ProfileWWW.EQUAMORE.ORG
4723 Hwy 66Ashland, OR 97520-9018

(541) 482-5550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.47x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

1.42x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$13,500

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

1.9%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$1,118,746

Down $8,952 (-0.8%) from 2018

Net Assets

Up

$592,416

Up $46,476 (+8.5%) from 2018

Liabilities

Down

$526,330

Down $55,428 (-9.5%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin69th percentile

Revenue

Up

$369,570

Up $6,854 (+1.9%) from 2018

Expenses

Up

$323,094

Up $17,186 (+5.6%) from 2018

Net Income

Down

$46,476

Down $10,332 (-18%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2015: $1,041,450Liabilities 2015: $670,076Net Assets 2015: $371,3742015Assets 2016: $1,080,393Liabilities 2016: $631,589Net Assets 2016: $448,8042016Assets 2017: $1,098,536Liabilities 2017: $606,704Net Assets 2017: $491,8322017Assets 2018: $1,127,698Liabilities 2018: $581,758Net Assets 2018: $545,9402018Assets 2019: $1,118,746Liabilities 2019: $526,330Net Assets 2019: $592,4162019Assets 2020: $1,168,720Liabilities 2020: $502,528Net Assets 2020: $666,1922020Assets 2021: $1,126,555Liabilities 2021: $468,482Net Assets 2021: $658,0732021Assets 2022: $1,132,868Liabilities 2022: $434,104Net Assets 2022: $698,7642022Assets 2023: $1,138,626Liabilities 2023: $440,269Net Assets 2023: $698,3572023Assets 2024: $1,143,891Liabilities 2024: $405,199Net Assets 2024: $738,6922024

Highlighted filing

2019

Assets$1,118,746
Liabilities$526,330
Net Assets$592,416
Open 2019 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $275,416Expenses 2015: $269,688Net Income 2015: $5,7282015Revenue 2016: $384,947Expenses 2016: $307,517Net Income 2016: $77,4302016Revenue 2017: $343,000Expenses 2017: $299,972Net Income 2017: $43,0282017Revenue 2018: $362,716Expenses 2018: $305,908Net Income 2018: $56,8082018Revenue 2019: $369,570Expenses 2019: $323,094Net Income 2019: $46,4762019Revenue 2020: $417,520Expenses 2020: $343,744Net Income 2020: $73,7762020Revenue 2021: $367,911Expenses 2021: $376,030Net Income 2021: -$8,1192021Revenue 2022: $423,607Expenses 2022: $382,916Net Income 2022: $40,6912022Revenue 2023: $424,360Expenses 2023: $424,767Net Income 2023: -$4072023Revenue 2024: $446,406Expenses 2024: $406,071Net Income 2024: $40,3352024

Highlighted filing

2019

Revenue$369,570
Expenses$323,094
Net Income$46,476
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 23, 2020
Return Version
2019v5.1
Gross Receipts
$390,643
Mission and Program Overview

Mission

An animal welfare organization supported entirely by donations and dedicated to horses without alternatives. The organization serves horses that are abused, neglected, unwanted, and aged who have no alternatives for their care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,059,526$1,050,946▼ $8,580
Rtn Earn Endowment Incm Other Fnds$545,940$592,416▲ $46,476
Loans From Officers Directors$576,000$521,000▼ $55,000
Cash and Non-Interest-Bearing Accounts$35,617$35,227▼ $390
Savings and Temporary Cash Investments$13,481$15,285▲ $1,804
Accounts Receivable$15,442$8,471▼ $6,971
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,127,698$1,118,746▼ $8,952
Other Assets Total$3,632$8,817▲ $5,185
Liabilities
Accounts Payable and Accrued Expenses$5,758$5,330▼ $428
Total Liabilities$581,758$526,330▼ $55,428
Net Assets / Fund Balance
Total Net Assets Fund Balance$545,940$592,416▲ $46,476
Total Liabilities and Net Assets / Fund Balance$1,127,698$1,118,746▼ $8,952

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$528,259-$528,259
Land$350,000-$350,000
Leasehold Improvements$69,608-$69,608
Other Land Buildings$69,274-$69,274
Equipment$33,805-$33,805
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Linda DavisExecutive DirectorFT$13,500$13,500

Board Members and Trustees

NameTitle
Ruth a KennedyPresident
Abigale PaikenDirector
Christine EberhardtDirector
Collen DumontDirector
Nancy AshDirector
Diane PaceFormer Director
Nancy ShulenbergerSecretary/ Vice Presisdent
J W LyonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$302,923
Program Service Revenue
$6,706
Investment Income
$3,400
Other Revenue
$56,541
All Other Contributions
$302,923
Change in Net Assets
$46,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,882
Salaries, Compensation, and Employee Benefits$127,212
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$113,712--$113,712
Interest$16,643--$16,643
Insurance$13,615--$13,615
Other Expenses$13,610--$13,610
Current Officers, Directors, Trustees, and Key Employees$10,800$2,700-$13,500
Occupancy$11,917--$11,917
Advertising$7,340--$7,340
Fees for Services Other-$4,145-$4,145
Office Expenses-$2,198-$2,198
Information Technology$1,493--$1,493
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$313,051$10,043$0$323,094
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$76,189
Fundraising Direct Expenses$21,073
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Horse Show$76,189$76,189$16,928$59,261
Direct Mailing--$4,145-
Total Events$76,189$76,189$21,073$55,116
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$576,000$521,000▼ $55,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Draft review by directors”

Form 990, Part VI, Section B, Line 12C

“All covered persons under the conflict of interest policy complete an annual questionaire requiring disclosure of any potential conflicts of interest. If a conflict is identified, the affected board member is excused from the meeting and is not allowed to vote. If the conflict relates to purchase of goods or services, the board follows a bidding process of obtaining (3) competitive bids for work/purchases where the project will be awarded to the lowest bidder. Approval by the board of directors is obtained prior to beginning work or initiating a purchase.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Equamore Foundation
EIN
46-2853049
Phone
5414825550
Address
4723 HWY 66, ASHLAND, OR 97520-9018

Signing Officer

Name
Linda Davis
Title
Executive Director
Phone
5414825550
Signed
2020-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Davis
Formed
2013
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
9

Preparer

Firm
Moss Adams Llp
Address
221 STEWART AVENUE SUITE 301, MEDFORD, OR 97501
Preparer
April Stith
Phone
5418571040
Raw XML AppendixShowing 400 of 507 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05758
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05330
IRS990/AccountsReceivableGrp/BOYAmt015442
IRS990/AccountsReceivableGrp/EOYAmt08471
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0AN ANIMAL WELFARE ORGANIZATION SUPPORTED ENTIRELY BY DONATIONS AND DEDICATED TO HORSES WITHOUT ALTERNATIVES. THE ORGANIZATION SERVES HORSES THAT ARE ABUSED, NEGLECTED, UNWANTED, AND AGED WHO HAVE NO ALTERNATIVES FOR THEIR CARE.
IRS990/AdvertisingGrp/ProgramServicesAmt07340
IRS990/AdvertisingGrp/TotalAmt07340
IRS990/AllOtherContributionsAmt0302923
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EQUAMORE FOUNDATION - LINDA DAVIS
IRS990/BooksInCareOfDetail/PhoneNum05414825550
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04723 HWY 66
IRS990/BooksInCareOfDetail/USAddress/CityNm0ASHLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0975209018
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt035617
IRS990/CashNonInterestBearingGrp/EOYAmt035227
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02700
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt010800
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013500
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0302923
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03400
IRS990/CYOtherExpensesAmt0195882
IRS990/CYOtherRevenueAmt056541
IRS990/CYProgramServiceRevenueAmt06706
IRS990/CYRevenuesLessExpensesAmt046476
IRS990/CYSalariesCompEmpBnftPaidAmt0127212
IRS990/CYTotalExpensesAmt0323094
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0369570
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SANCTUARY FOR ABUSED AND NEGLECTED EQUINES: THE FOUNDATION PROVIDES RESCUE AND SANCTUARY TO ABUSED, NEGLECTED AND ABANDONED HORSES WHO HAVE NO OTHER ALTERNATIVE FOR LIFE. TO HELP FUND OUR SANCTUARY OPERATIONS AND THE CARE OF OUR APPROXIMATELY 60 EQUINES, WE HAVE "FRIENDS OF EQUAMORE". DONORS MAY BECOME "FRIENDS OF EQUAMORE" BY PARTICIPATING IN OUR "BUY-A-BALE PROGRAM AND THROUGH OUR HORSE SPONSORSHIP PROGRAM. FOR OUR BUY-A-BALE PROGRAM, DONORS PLEDGE A MONTHLY RECURRING DONATION OF AT LEAST $20 (THE AVERAGE COST OF A BALE OF HAY). ADDITIONALLY, ONE OR MORE DONOR MAY CHOOSE TO SPONSOR A PARTICULAR HORSE BY DONATING ALL OR A PORTION OF THE COST OF CARING FOR A SPECIFIC HORSE THEY SELECT. THOSE DONORS ALSO OFTEN ESTABLISH A RELATIONSHIP WITH THE HORSE THEY SPONSOR, BENEFITING BOTH THE DONOR AND THE HORSE. OUR YEAR ROUND BUY-A-BALE DONORS AND HORSE SPONSORS PROVIDE US WITH PREDICABLE RECURRING DONATIONS YEAR ROUND. OUR GOAL IS TO HAVE AT LEAST 70% OF OUR OPERATING EXPENSES PAID THROUGH RECURRING DONORS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0293241
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04145
IRS990/FeesForServicesOtherGrp/TotalAmt04145
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt520.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt850.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0NANCY ASH
IRS990/Form990PartVIISectionAGrp/PersonNm1COLLEN DUMONT
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANE PACE
IRS990/Form990PartVIISectionAGrp/PersonNm3ABIGALE PAIKEN
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTINE EBERHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm5RUTH A KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm6J W LYON
IRS990/Form990PartVIISectionAGrp/PersonNm7NANCY SHULENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm8LINDA DAVIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt813500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY/ VICE PRESISDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt021073
IRS990/FundraisingGrossIncomeAmt076189
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0390643
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01493
IRS990/InformationTechnologyGrp/TotalAmt01493
IRS990/InsuranceGrp/ProgramServicesAmt013615
IRS990/InsuranceGrp/TotalAmt013615
IRS990/InterestGrp/ProgramServicesAmt016643
IRS990/InterestGrp/TotalAmt016643
IRS990/InvestmentIncomeGrp/ExclusionAmt03400
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03400
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01059526
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01050946
IRS990/LandBldgEquipCostOrOtherBssAmt01050946
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0576000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0521000
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AN ANIMAL WELFARE ORGANIZATION SUPPORTED ENTIRELY BY DONATIONS AND DEDICATED TO HORSES WITHOUT ALTERNATIVES. THE ORGANIZATION SERVES HORSES THAT ARE ABUSED, NEGLECTED, UNWANTED, AND AGED WHO HAVE NO ALTERNATIVES FOR THEIR CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0545940
IRS990/NetAssetsOrFundBalancesEOYAmt0592416
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt055116
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt055116
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt011917
IRS990/OccupancyGrp/TotalAmt011917
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02198
IRS990/OfficeExpensesGrp/TotalAmt02198
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03632
IRS990/OtherAssetsTotalGrp/EOYAmt08817
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0HORSE CARE EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3OREGON HAY BANK
IRS990/OtherExpensesGrp/ProgramServicesAmt084830
IRS990/OtherExpensesGrp/ProgramServicesAmt119818
IRS990/OtherExpensesGrp/ProgramServicesAmt219273
IRS990/OtherExpensesGrp/ProgramServicesAmt313610
IRS990/OtherExpensesGrp/TotalAmt084830
IRS990/OtherExpensesGrp/TotalAmt119818
IRS990/OtherExpensesGrp/TotalAmt219273
IRS990/OtherExpensesGrp/TotalAmt313610
IRS990/OtherRevenueMiscGrp/BusinessCd0110000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01425
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01425
IRS990/OtherRevenueTotalAmt01425
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0113712
IRS990/OtherSalariesAndWagesGrp/TotalAmt0113712
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LINDA DAVIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0110000
IRS990/ProgramServiceRevenueGrp/BusinessCd1110000
IRS990/ProgramServiceRevenueGrp/Desc0HORSE BOARDING
IRS990/ProgramServiceRevenueGrp/Desc1MANURE SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1506
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1506
IRS990/ProgSrvcAccomActy2Grp/Desc0OREGON HAY BANK: THE OREGON HAY BANK PROVIDES ASSISTANCE TO RESPONSIBLE HORSE OWNERS FACING FINANCIAL CRISIS WITH HAY AND FEED ASSISTANCE, HOOF CARE AND VETERINARY SERVICES SO THEY CAN KEEP THEIR HORSES AT HOME. WE HAVE A HIGH SUCCESS RATE WITH THIS PROGRAM IN THAT OVER 90% OF HORSES HELPED REMAIN IN THEIR HOMES - AND DO NOT NEED TO BECOME EQUAMORE HORSES. QUALIFYING ORGANIZATIONS MAY ALSO REQUEST ASSISTANCE WITH UP-FRONT COSTS OF RESCUING UNWANTED HORSES AND ASSISTANCE DURING TIMES OF CRISIS SUCH AS NATURAL DISASTERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013610
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01425
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATION: WE ARE DETERMINED TO EDUCATE THE PUBLIC NOT ONLY ABOUT OUR SANCTUARY AND OUR HORSES, BUT ABOUT THE SIGNIFICANT PROBLEM OF UNWANTED HORSES AND HORSE ABUSE AND NEGLECT NATIONALLY. WE INCLUDE THIS INFORMATION IN NEWSLETTERS, EVENTS, PRESENTATIONS, SANCTUARY TOURS, AND OUR WEB SITE. OUR LONG TERM GOAL IS TO HAVE OUR RESCUE AND SANCTUARY WORK BECOME UNNECESSARY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0HORSE BOARDING: THE SANCTUARY IS HOME TO ONE PRIVATELY OWNED HORSE. SOME ARE OLDER AND HAVE MEDICAL CONDITIONS AND OTHERS HAVE BEEN ADOPTED THROUGH RESCUE SITUATIONS. THE HORSES RECEIVE FEED AND CARE IN A SANCTUARY SETTING. BY PAYING THE FULL COST OF CARE INCLUDING OVERHEAD, THE MONTHLY REVENUE RECEIVED FROM THE BOARDING HELPS SUPPORT THE SANCTUARY AND ITS MISSION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06200
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt06200
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0292305
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04141
IRS990/PYOtherExpensesAmt0201153
IRS990/PYOtherRevenueAmt059600
IRS990/PYProgramServiceRevenueAmt06670
IRS990/PYRevenuesLessExpensesAmt054108
IRS990/PYSalariesCompEmpBnftPaidAmt0107455
IRS990/PYTotalExpensesAmt0308608
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0362716
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt046476
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0506
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0545940
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0592416
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013481
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015285
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt096425
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0105236
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0126919
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt091537
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt081288
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0501405
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2015 AMOUNT: $ 10,365. 2016 AMOUNT: $ 3,872. 2017 AMOUNT: $ 3,189. 2018 AMOUNT: $ 1,682. 2019 AMOUNT: $ 1,425.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0302923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0292305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0262692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0297205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0216500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01371625
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04141
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02343
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02500
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016414
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035682
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt090019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02343
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02500
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016414
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt055116
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt057918
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt072419
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt077511
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt021959
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0284923
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01425
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01682
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03189
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03872
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt010365
IRS990ScheduleA/OtherIncome509Grp/TotalAmt020533
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0960239
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt096425
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0105236
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0126919
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt091537
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt081288
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0501405
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0309629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0298975
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0282511
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0318347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0252182
IRS990ScheduleA/Total509Grp/TotalAmt01461644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0369570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0362716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0362149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0402073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0287006
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01783514
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0528259
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0528259
IRS990ScheduleD/EquipmentGrp/BookValueAmt033805
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033805
IRS990ScheduleD/LandGrp/BookValueAmt0350000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0350000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt069608
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt069608
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt069274
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069274
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01050946
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021073
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DIRECT MAILING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HORSE SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt076189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt076189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt076189
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt076189
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055116
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021073
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016928
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt050000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt1471000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FACILITY OPERATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1REFINANCE DEBT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0100000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt1576000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0NANCY ASH
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1RUTH KENNEDY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER OF ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1OFFICER OF ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/TotalBalanceDueAmt0521000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,118,746
Liabilities
$526,330
Net assets
$592,416
Revenue
$369,570
Expenses
$323,094
Net income
$46,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.41$0.74$0.45$0.41$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.44$0.70$0.42$0.42$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.43$0.70$0.42$0.38$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.47$0.66$0.37$0.38$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.50$0.67$0.42$0.34$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.53$0.59$0.37$0.32$0.05
2018Summary only. Only limited summary data is available for this year.$1.13$0.58$0.55$0.36$0.31$0.06
2017Summary only. Only limited summary data is available for this year.$1.10$0.61$0.49$0.34$0.30$0.04
2016Summary only. Only limited summary data is available for this year.$1.08$0.63$0.45$0.38$0.31$0.08
2015Summary only. Only limited summary data is available for this year.$1.04$0.67$0.37$0.28$0.27$0.01