MONTANA HORSE SANCTUARY INC (EIN 201266410) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

JANE HEATH

Phone

4062645300

Tax Period

2023-01-01 to 2023-12-31

MONTANA HORSE SANCTUARY INC, founded in 2004, is a micro nonprofit in the Animal-Related sector that reported $56K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Net assets of $286K represent 62 months of operating reserves.

Mission

The Sanctuarys mission is to provide a wide array of assistance to in-crisis and abused horses. We provide support via education and financial assistance to Montanas horse owners, rescuers and law enforcement.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $43,617

Program Service Revenue $9,683

Investment Income $2,314

Other Revenue $13

TOTAL REVENUE $55,627

Expense Breakdown

Grants Paid $1,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,915

Other Expenses $56,692

TOTAL EXPENSES $57,892

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,627	$42,510	+0.3%
Expenses	$57,892	$72,360	-0.2%
Net Income	$-2,265	$-29,850	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE HEATH	President	30.00	Officer Director	$0	$0	$0
SHANNA CHISM	Secretary	2.00	Officer Director	$0	$0	$0
VIC ANDERSEN NON-VOTING	Treasurer	1.00	Director	$0	$0	$0
WENDY WHITEHORN	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$55,627	$57,892	$285,883	$-2,265
2022	$42,510	$72,360	$288,148	$-29,850
2020	$-412,564	$73,067	$331,043	$-485,631
2019	$60,512	$63,119	$1,009,700	$-2,607
2018	$82,755	$79,354	$1,050,905	$3,401

MONTANA HORSE SANCTUARY INC