Civic Intelligence

Tr 4 Heart and Soul

EIN 81-1305058 • 501(c)3 • Bismarck, ND

Profile

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.

8023 93rd St SEBismarck, ND 58504-4132

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.36x

Higher debt load relative to assets than 85% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

NTEE P • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

16%

Higher net margin than 63% of similar nonprofits.

NTEE P82 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE P82 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

13%

Faster asset growth than 64% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-9.1%

Faster revenue growth than 38% of similar nonprofits.

NTEE P • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$360,523

Up $42,844 (+13%) from 2023

Liabilities

Down

$130,405

Down $6,523 (-4.8%) from 2023

Net Assets

Up

$230,118

Up $49,367 (+27%) from 2023

Revenue

Down

$317,098

Down $31,790 (-9.1%) from 2023

Expenses

Up

$267,731

Up $22,850 (+9.3%) from 2023

Net Income

Down

$49,367

Down $54,640 (-53%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2016: $5,959Net Assets 2016: $5,9592016Assets 2017: $9,466Net Assets 2017: $9,4662017Assets 2018: $33,199Net Assets 2018: $33,1992018Assets 2019: $56,672Net Assets 2019: $56,6722019Assets 2020: $84,221Liabilities 2020: $24,816Net Assets 2020: $59,4052020Assets 2021: $102,416Liabilities 2021: $55,485Net Assets 2021: $46,9312021Assets 2022: $155,314Liabilities 2022: $83,151Net Assets 2022: $72,1632022Assets 2023: $317,679Liabilities 2023: $136,928Net Assets 2023: $180,7512023Assets 2024: $360,523Liabilities 2024: $130,405Net Assets 2024: $230,1182024

Highlighted filing

2024

Assets$360,523
Liabilities$130,405
Net Assets$230,118

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2016: $40,868Expenses 2016: $34,909Net Income 2016: $5,9592016Revenue 2017: $68,765Expenses 2017: $65,258Net Income 2017: $3,5072017Revenue 2018: $98,162Expenses 2018: $74,429Net Income 2018: $23,7332018Revenue 2019: $183,721Expenses 2019: $124,262Net Income 2019: $59,4592019Revenue 2020: $156,766Expenses 2020: $185,453Net Income 2020: -$28,6872020Revenue 2021: $195,815Expenses 2021: $158,472Net Income 2021: $37,3432021Revenue 2022: $273,671Expenses 2022: $240,600Net Income 2022: $33,0712022Revenue 2023: $348,888Expenses 2023: $244,881Net Income 2023: $104,0072023Revenue 2024: $317,098Expenses 2024: $267,731Net Income 2024: $49,3672024

Highlighted filing

2024

Revenue$317,098
Expenses$267,731
Net Income$49,367

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$344,498
Mission and Program Overview

Mission

Provide equine assisted therapy to veterans, service personnel and those with disabilities

Equine Assisted Services

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$98,673$194,373▲ $95,700
Savings and Temporary Cash Investments$208,636$152,812▼ $55,824
Loans From Officers Directors$33,835$32,395▼ $1,440
Receivables From Officers Etc$10,370$13,338▲ $2,968
Total Assets$317,679$360,523▲ $42,844
Liabilities
Unsecured Notes Loans Payable$52,750$55,384▲ $2,634
Mortgage Notes Payable Secured by Investment Property$50,324$42,626▼ $7,698
Accounts Payable and Accrued Expenses$19--
Total Liabilities$136,928$130,405▼ $6,523
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$180,751$230,118▲ $49,367
Total Net Assets Fund Balance$180,751$230,118▲ $49,367
Total Liabilities and Net Assets / Fund Balance$317,679$360,523▲ $42,844

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$75,013$55,684$130,697
Buildings$116,539$1,475$118,014
Other Land Buildings$2,821$1,579$4,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tara VeseyPresident
Jon PeekVice President
Katie OaklandExecutive Director
Kendra RoederMember at Large
Alison WardMember at Large until Oct 2024
Sammie PetersonParent Advocate
Lindsey TurnbowSecretary
Cammie SchockTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$240,539
Program Service Revenue
$75,415
Investment Income
$134
Other Revenue
$1,010
All Other Contributions
$122,273
Change in Net Assets
$49,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$257,837
Salaries, Compensation, and Employee Benefits$9,894
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$36,088--$36,088
Depreciation Depletion$22,314--$22,314
Fees for Services Accounting-$21,455-$21,455
Office Expenses$14,261$947-$15,208
Fees for Services Other$9,698$1,088-$10,786
Interest$9,593--$9,593
All Other Expenses$9,377$25-$9,402
Other Salaries and Wages$9,207--$9,207
Travel$7,159--$7,159
Advertising$7,035--$7,035
Conferences and Meetings$5,784$88-$5,872
Other Expenses$4,276--$4,276
Insurance$2,922--$2,922
Payroll Taxes$687--$687
Total Functional Expenses$244,128$23,603$0$267,731
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,410
Fundraising Direct Expenses$27,400
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blue Jean/ Black Tie$135,666$27,400-$27,400
Total Events$135,666$27,400$27,400$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Katie OaklandExecutive Director of TR 4 Heart & SoulBarn RentNo$32,500

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$33,835$32,395▼ $1,440
Receivables from Officers, Directors, Trustees, and Key Employees$10,370$13,338▲ $2,968
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

There are not committees with the authority to act on behalf of the board.

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

Each director receives a copy of the Form 990 to review and approve prior to filing with the IRS.

Form 990, Part VI, Section C, line 19

The Organization's governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
TR 4 Heart & Soul Inc
EIN
81-1305058
Phone
7013676136
Address
8023 93rd St SE, Bismarck, ND 58504-4132

Signing Officer

Name
Katie Oakland
Title
Executive Director
Phone
7013676136
Signed
2025-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Oakland
Formed
2016
Legal Domicile
Nd
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
50

Preparer

Firm
Eide Bailly LLP
Address
4585 Coleman St Ste 200, Bismarck, ND 58503
Preparer
Lisa Chaffee CPA
Phone
7012551091
Raw XML AppendixShowing 400 of 471 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member at Large until Oct 2024
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0185282
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0379
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt01010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt02565
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt03575
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97080
IRS990ScheduleA/PublicSupportPY509Pct00.98050
IRS990ScheduleA/PublicSupportTotal509Amt01273937
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt015703
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt016855
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01760
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt034318
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt014103
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt016055
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt030158
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0315954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0350800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0274797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0193222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173482
IRS990ScheduleA/Total509Grp/TotalAmt01308255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0317098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0350961
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0274825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0195815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0173510
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01312209
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/BookValueAmt0116539
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01475
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0118014
IRS990ScheduleD/EquipmentGrp/BookValueAmt075013
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055684
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0130697
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02821
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01579
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0194373
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0108266
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0108266
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0922
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0922
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Blue Jean/ Black Tie
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0135666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0135666
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027400
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt015270
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt015270
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011208
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011208
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Katie Oakland
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Executive Director of TR 4 Heart & Soul
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt032500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Barn Rent
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt032395
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt113338
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Reimbursements due to the ED for horse boarding
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Personal
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt045698
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt110370
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Katie Oakland
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1Katie Oakland
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Executive Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1Executive Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd10
IRS990ScheduleL/TotalBalanceDueAmt045733
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are not committees with the authority to act on behalf of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each director receives a copy of the Form 990 to review and approve prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization's governing documents and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0317679
IRS990/TotalAssetsEOYAmt0360523
IRS990/TotalAssetsGrp/BOYAmt0317679
IRS990/TotalAssetsGrp/EOYAmt0360523

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