Nonprofit · EIN 81-1305058
TR 4 HEART & SOUL INC
Tax-exempt · BISMARCK, ND 58504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $317,098 | $267,731 | $49,367 | $360,523 | $130,405 | $230,118 |
| December 31, 2023 | 990 | $348,888 | $244,881 | $104,007 | $317,679 | $136,928 | $180,751 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $240,539
- Program service revenue
- $75,415
- Investment income
- $134
- Net income from fundraising events
- $1,010
- Other revenue
- $1,010
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $9,207
- Salaries, compensation and benefits (total)
- $9,894
- Professional fundraising fees
- $0
- Accounting fees
- $21,455
- Occupancy
- $36,088
- Travel
- $7,159
- Depreciation
- $22,314
- Program services (functional)
- $244,128
- Management and general (functional)
- $23,603
Balance sheet and other
- Total assets, start of year
- $317,679
- Total assets, end of year
- $360,523
- Total liabilities, end of year
- $130,405
- Net assets, end of year
- $230,118
- Land, buildings and equipment
- $194,373
- Net assets without donor restrictions
- $230,118
- Gross receipts
- $344,498
- Employees
- 2
- Volunteers
- 50
- Year formed
- 2016
- State of legal domicile
- ND
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tara Vesey | President Trustee or director, Officer | 0.5 | $0 |
| Jon Peek | Vice President Trustee or director, Officer | 0.5 | $0 |
| Lindsey Turnbow | Secretary Trustee or director, Officer | 0.5 | $0 |
| Cammie Schock | Treasurer Trustee or director, Officer | 0.5 | $0 |
| Alison Ward | Member at Large until Oct 2024 Trustee or director | 0.5 | $0 |
| Kendra Roeder | Member at Large Trustee or director | 0.5 | $0 |
| Sammie Peterson | Parent Advocate Trustee or director | 0.5 | $0 |
| Katie Oakland | Executive Director Officer | 60 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tara Vesey | President Trustee or director, Officer | 0.5 | $0 |
| Jon Peek | Vice President Trustee or director, Officer | 0.5 | $0 |
| Lindsey Turnbow | Secretary Trustee or director, Officer | 0.5 | $0 |
| Cammie Schock | Treasurer Trustee or director, Officer | 0.5 | $0 |
| Alison Ward | Member at large Trustee or director | 0.5 | $0 |
| Kendra Roeder | Member at large Trustee or director | 0.5 | $0 |
| Sammie Peterson | Parent Advocate Trustee or director | 0.5 | $0 |
| Katie Oakland | Executive Director Officer | 60 | $0 |
Address and contacts
- Address (IRS master file)
- 8023 93RD ST SE, BISMARCK, ND 58504-4132
- Principal officer (990 for 2024)
- Katie Oakland, 8023 93rd St SE, Bismarck, ND 585044132
- Signed the 990
- Katie Oakland, Executive Director
- Phone
- (701) 367-6136
- Return prepared by
- Eide Bailly LLP
Mission
TR 4 Heart & 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.
Program accomplishments
- TR 4 Heart & 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 Heart & Soul provided 1,600 Equine Assisted Services during 2024.Expenses $244,128 · revenue $75,415
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-1305058
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P82)
- Assets (IRS master file)
- $360,523
- Income (IRS master file)
- $344,498
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $317,098 | $267,731 | $360,523 | XML |
| 990 | December 2023 | $348,888 | $244,881 | $317,679 | XML |
| 990 | December 2022 | $273,671 | $240,600 | $155,314 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-1305058).
Questions about TR 4 HEART & SOUL INC
- What is the EIN of TR 4 HEART & SOUL INC?
- The employer identification number (EIN) of TR 4 HEART & SOUL INC is 81-1305058.
- Is TR 4 HEART & SOUL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to TR 4 HEART & SOUL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TR 4 HEART & SOUL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TR 4 HEART & SOUL INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TR 4 HEART & SOUL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TR 4 HEART & SOUL INC?
- The 990 for the year ended December 31, 2024 names Katie Oakland.
- Who are the officers and directors of TR 4 HEART & SOUL INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does TR 4 HEART & SOUL INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $317,098, expenses of $267,731 and total assets of $360,523 at year end.
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