Civic Intelligence

Equus Therapeutic Inc

EIN 04-3059468 • 501(c)3 • Lanesboro, MA

Profile

To provide a safe, encouraging environment where children and adults with special needs can maximize their physical, emotional and intellectual potential through the development of their relationship with the horse.

PO Box 1654Lanesboro, MA 01237

www.equustherapeutic.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

18th percentile

-35%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

24th percentile

-37%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$9,875

Down $5,847 (-37%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$9,875

Down $5,847 (-37%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin18th percentile

Revenue

Down

$16,845

Down $11,207 (-40%) from 2017

Expenses

Down

$22,692

Down $10,695 (-32%) from 2017

Net Income

Down

-$5,847

Down $512 (-9.6%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$30K$20K$10K$0Assets 2011: $16,234Liabilities 2011: $0Net Assets 2011: $16,2342011Assets 2012: $13,481Liabilities 2012: $0Net Assets 2012: $13,4812012Assets 2013: $13,805Liabilities 2013: $0Net Assets 2013: $13,8052013Assets 2014: $8,999Liabilities 2014: $0Net Assets 2014: $8,9992014Assets 2015: $18,945Liabilities 2015: $0Net Assets 2015: $18,9452015Assets 2016: $21,054Liabilities 2016: $0Net Assets 2016: $21,0542016Assets 2017: $15,722Liabilities 2017: $0Net Assets 2017: $15,7222017Assets 2018: $9,875Liabilities 2018: $0Net Assets 2018: $9,8752018

Highlighted filing

2018

Assets$9,875
Liabilities$0
Net Assets$9,875
Open 2018 Filing

Operations Trend

Revenue Growth22nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $38,623Expenses 2011: $37,954Net Income 2011: $6692011Revenue 2012: $49,884Expenses 2012: $49,887Net Income 2012: -$32012Revenue 2013: $67,381Expenses 2013: $61,559Net Income 2013: $5,8222013Revenue 2014: $63,413Expenses 2014: $68,222Net Income 2014: -$4,8092014Revenue 2015: $58,516Expenses 2015: $48,570Net Income 2015: $9,9462015Revenue 2016: $39,024Expenses 2016: $36,915Net Income 2016: $2,1092016Revenue 2017: $28,052Expenses 2017: $33,387Net Income 2017: -$5,3352017Revenue 2018: $16,845Expenses 2018: $22,692Net Income 2018: -$5,8472018

Highlighted filing

2018

Revenue$16,845
Expenses$22,692
Net Income-$5,847
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$9,875
Liabilities
$0
Net assets
$9,875
Revenue
$16,845
Expenses
$22,692
Net income
-$5,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.88$0.00$9.88$16.8$22.7$5.85
2017Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$28.1$33.4$5.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$39.0$36.9$2.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.00$18.9$58.5$48.6$9.95
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.00$0.00$9.00$63.4$68.2$4.81
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.8$0.00$13.8$67.4$61.6$5.82
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$13.5$49.9$49.9$0.00
2011Summary only. Only limited summary data is available for this year.$16.2$0.00$16.2$38.6$38.0$0.67
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 19, 2018
Return Version
2017v2.3
Gross Receipts
$28,052
Mission and Program Overview

Mission

To provide a safe, encouraging environment where children and adults with special needs can maximize their physical, emotional and intellectual potential through the development of their relationship with the horse.

Program Services

DescriptionGrantsExpenses
PROVIDE SERVICES TO APPROXIMATELY 75 CHILDREN AND ADULTS WITH SPECIAL NEEDS-$30,495
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWNA BURKHOLDERPresidentPT$0--
AMANDA CASSELMANVice Preside-$0--
RICHARD BACKERTreasurer/Se-$0--
LORI WOJTKOWSKIProgram Dire-$0--
CHAD WOJTKOWSKIBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Equus Therapeutic Inc
EIN
04-3059468
Phone
4133581535
Address
PO BOX 1654, LANESBORO, MA 01237

Signing Officer

Name
Richard Backer
Title
Treasurer/secretary
Signed
2018-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Gajda Arnold & Mcconnell Pc
Address
1 BANK ST, WILLIAMSTOWN, MA 01267-2856
Preparer
Julie P Arnold CPA
Phone
4134585722
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bookkeeping 787 dues, fees 1 insurance 1,313 horse care, vet 1,408 office supplies 445 postage 134 website 132 program supplies 132 taxes 80 total 4,432”

Form 990-ez, Part II, Line 24

“Horses 5,001 5,001 total 5,001 5,001”

Form 990-ez, Part III

“To provide a safe, encouraging environment where children and adults with special needs can maximize their physical, emotional and intellectual potential through the development of their relationship with the horse.”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GERALDINE MCQUOID
IRS990EZ/BooksInCareOfDetail/PhoneNum04134585722
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01459 WEST STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PITTSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016056
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010721
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015092
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5335
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021057
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015722
IRS990EZ/GrossReceiptsAmt028052
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021057
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015722
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021057
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015722
IRS990EZ/OccupancyRentUtltsAndMaintAmt020875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAWNA BURKHOLDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA CASSELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD BACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORI WOJTKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHAD WOJTKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PROGRAM DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05001
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05001
IRS990EZ/OtherExpensesTotalAmt04432
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A SAFE, ENCOURAGING ENVIRONMENT WHERE CHILDREN AND ADULTS WITH SPECIAL NEEDS CAN MAXIMIZE THEIR PHYSICAL, EMOTIONAL AND INTELLECTUAL POTENTIAL THROUGH THE DEVELOPMENT OF THEIR RELATIONSHIP WITH THE HORSE.
IRS990EZ/ProgramServiceRevenueAmt012954
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SERVICES TO APPROXIMATELY 75 CHILDREN AND ADULTS WITH SPECIAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030495
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt08080
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033387
IRS990EZ/TotalProgramServiceExpensesAmt030495
IRS990EZ/TotalRevenueAmt028052
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EQUUSTHERAPEUTIC.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt028074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0119883
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt049
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0261546
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069032
IRS990ScheduleA/Total509Grp/TotalAmt0261546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069051
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0261595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BOOKKEEPING 787 DUES, FEES 1 INSURANCE 1,313 HORSE CARE, VET 1,408 OFFICE SUPPLIES 445 POSTAGE 134 WEBSITE 132 PROGRAM SUPPLIES 132 TAXES 80 TOTAL 4,432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HORSES 5,001 5,001 TOTAL 5,001 5,001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE A SAFE, ENCOURAGING ENVIRONMENT WHERE CHILDREN AND ADULTS WITH SPECIAL NEEDS CAN MAXIMIZE THEIR PHYSICAL, EMOTIONAL AND INTELLECTUAL POTENTIAL THROUGH THE DEVELOPMENT OF THEIR RELATIONSHIP WITH THE HORSE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BACKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EQUUS THERAPEUTIC INC
ReturnHeader/Filer/BusinessNameControlTxt0EQUU
ReturnHeader/Filer/EIN0043059468
ReturnHeader/Filer/PhoneNum04133581535
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1654
ReturnHeader/Filer/USAddress/CityNm0LANESBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001237
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E88784D27C168FA89EFBD54F73B9F8E0A49EDC83
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0389016A9205CDDBE911302A3A824BEE521AEA736
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-09-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:54:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274359547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GAJDA ARNOLD & MCCONNELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 BANK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0012672856
ReturnHeader/PreparerPersonGrp/PhoneNum04134585722
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE P ARNOLD CPA
ReturnHeader/ReturnTs02018-09-21T15:54:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits