Civic Intelligence

Square Peg Foundation

EIN 20-1253820 • 501(c)3 • Half Moon Bay, CA

Profile

Square Peg rescues unwanted animals- primarily ex racehorses and retrains them to work with families affected by autism and similar neuro cognitive issues such as behavioral problems, eating disorders, trauma and anxiety.

PMB 402 80 Cabrillo Hwy N - Suite QHalf Moon Bay, CA 94019

www.squarepegfoundation.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

32nd percentile

-2.8%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

18th percentile

-7.6%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$420,895

Down $34,724 (-7.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$420,895

Down $34,724 (-7.6%) from 2024

Revenue

Up

$1,256,306

Up $195,198 (+18%) from 2024

Expenses

Up

$1,291,109

Up $415,072 (+47%) from 2024

Net Income

Down

-$34,803

Down $219,874 (-119%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $16,927Liabilities 2011: $02011Assets 2012: $5,014Liabilities 2012: $02012Assets 2013: $41,786Liabilities 2013: $0Net Assets 2013: $41,7862013Assets 2014: $46,115Liabilities 2014: $0Net Assets 2014: $46,1152014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $106,340Liabilities 2016: $0Net Assets 2016: $106,3402016Assets 2017: $135,105Liabilities 2017: $0Net Assets 2017: $135,1052017Assets 2018: $113,469Liabilities 2018: $5,000Net Assets 2018: $108,4692018Assets 2019: $63,963Liabilities 2019: $0Net Assets 2019: $63,9332019Assets 2020: $226,783Liabilities 2020: $0Net Assets 2020: $226,7832020Assets 2021: $292,071Liabilities 2021: $0Net Assets 2021: $292,0712021Assets 2022: $303,844Liabilities 2022: $13,247Net Assets 2022: $290,5972022Assets 2023: $270,548Liabilities 2023: $0Net Assets 2023: $270,5482023Assets 2024: $455,619Liabilities 2024: $0Net Assets 2024: $455,6192024Assets 2025: $420,895Liabilities 2025: $0Net Assets 2025: $420,8952025

Highlighted filing

2025

Assets$420,895
Liabilities$0
Net Assets$420,895

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $148,778Expenses 2011: $145,633Net Income 2011: $3,1452011Revenue 2012: $136,945Expenses 2012: $148,857Net Income 2012: -$11,9122012Revenue 2013: $285,200Expenses 2013: $248,429Net Income 2013: $36,7712013Revenue 2014: $295,305Expenses 2014: $290,976Net Income 2014: $4,3292014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $645,179Expenses 2016: $308,826Net Income 2016: $336,3532016Revenue 2017: $404,889Expenses 2017: $346,080Net Income 2017: $58,8092017Revenue 2018: $476,449Expenses 2018: $471,489Net Income 2018: $4,9602018Revenue 2019: $494,046Expenses 2019: $519,193Net Income 2019: -$25,1472019Revenue 2020: $1,460,504Expenses 2020: $554,271Net Income 2020: $906,2332020Revenue 2021: $726,368Expenses 2021: $661,718Net Income 2021: $64,6502021Revenue 2022: $851,240Expenses 2022: $859,359Net Income 2022: -$8,1192022Revenue 2023: $1,014,358Expenses 2023: $1,017,695Net Income 2023: -$3,3372023Revenue 2024: $1,061,108Expenses 2024: $876,037Net Income 2024: $185,0712024Revenue 2025: $1,256,306Expenses 2025: $1,291,109Net Income 2025: -$34,8032025

Highlighted filing

2025

Revenue$1,256,306
Expenses$1,291,109
Net Income-$34,803

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.26$1.29$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.06$0.88$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.01$1.02$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.85$0.86$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.73$0.66$0.06
2020Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$1.46$0.55$0.91
2019Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.49$0.52$0.03
2018Summary only. Only limited summary data is available for this year.$0.11$0.01$0.11$0.48$0.47$0.00
2017Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.40$0.35$0.06
2016Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.65$0.31$0.34
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.30$0.29$0.00
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.29$0.25$0.04
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.14$0.15$0.01
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.15$0.15$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 6, 2025
Return Version
2024v5.0
Gross Receipts
$1,256,306
Mission and Program Overview

Mission

Square Peg rescues unwanted animals- primarily ex racehorses and retrains them to assist families affected by autism and similar neuro-cognitive issues such as behavioral problems, eating disorders, trauma and anxiety.

Square Peg Foundation has two clear missions: To rescue, retrain and re-home horses who needed another chance at life and to teach children who know what it is like to be a Square Peg to turn "I wish" into "I can."

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$455,619$342,476▼ $113,143
Accounts Receivable$0$78,419▲ $78,419
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0--
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$455,619$420,895▼ $34,724
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$455,619$420,895▼ $34,724
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$455,619$420,895▼ $34,724
Total Liabilities and Net Assets / Fund Balance$455,619$420,895▼ $34,724
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joell DunlapExecutive DirectorFT$145,000$145,000

Board Members and Trustees

NameTitle
Darius DunlapBoard President
Don De FrancoBoard Member
Rachel MeyerBoard Member
Robyn SchillerBoard Member
Kathleen BurkeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$593,890
Program Service Revenue
$703,219
Investment Income
$123
Other Revenue
$-40,926
All Other Contributions
$0
Change in Net Assets
$-34,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$869,197
Other Expenses$421,912
Total Fundraising Expense$57,476
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$649,236$105,000$35,000$789,236
Occupancy$140,634$0$0$140,634
Insurance$73,348$10,366-$83,714
Payroll Taxes$62,304$8,496$0$70,800
Fees for Services Management$0$30,710$7,000$37,710
Other Expenses$0$10,763$5,936$16,699
All Other Expenses$15,997$0$0$15,997
Other Employee Benefits$8,161$1,000-$9,161
Travel-$2,800$5,058$7,858
Advertising$0$0$3,482$3,482
Office Expenses$1,935$1,279-$3,214
Information Technology$0$1,672$0$1,672
Total Functional Expenses$1,059,547$174,086$57,476$1,291,109
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
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

Conflict of interest as well as all other organizational policies are reviewed in staff and board meetings on a quarterly basis.

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

A copy of our current 990 is available as a hard copy at our central office and available online. It is also included in our board report, in donor and grant reports and is always available to anyone who requests it as an email .pdf

Form 990, Part VI, Section B, Line 15

The Executive Director's salary was evaluated by the board of directors by comparing (using public 990 data) of multiple local 501c(3) organizations with similar budgets to our own. In addition, we studied multiple ED salary information of organizations across the USA that were similar to ours. Both Darius Dunlap and Joell Dunlap recused themselves from the decision about ED salary.

Form 990, Part VI, Section C, Line 19

A copy of our current 990 is available as a hard copy at our central office and available online. It is also included in our board report, in donor and grant reports and is always available to anyone who requests it as an email .pdf

Filing and Contact Details

Filer

Filer Name
Square Peg Foundation
EIN
20-1253820
Phone
6504405064
Address
PMB 402 80 Cabrillo Hwy N - Suite Q, Half Moon Bay, CA 94019

Signing Officer

Name
Joell Dunlap
Title
Executive Director
Phone
6505208744
Signed
2025-10-06

Organization Details

Principal Officer
Joell Dunlap
Formed
2004
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
11
Volunteers
30
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 2

Form 990, Part VI, Section A, Line 2 - Darius Dunlap (President) and Joell Dunlap (Executive Director) are husband and wife.

Raw XML AppendixShowing 400 of 543 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/MissionDesc0Square Peg rescues unwanted animals- primarily ex racehorses and retrains them to assist families affected by autism and similar neuro-cognitive issues such as behavioral problems, eating disorders, trauma and anxiety.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0420895
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IRS990/NetUnrlzdGainsLossesInvstAmt079
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0455619
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IRS990/OccupancyGrp/FundraisingAmt00
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01279
IRS990/OfficeExpensesGrp/ProgramServicesAmt01935
IRS990/OfficeExpensesGrp/TotalAmt03214
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt09161
IRS990/OtherExpensesGrp/Desc0Horse Expense, feed, veterinary and health
IRS990/OtherExpensesGrp/Desc1Vehicles, ranch trucks and trailers
IRS990/OtherExpensesGrp/Desc2Staff Development and Training
IRS990/OtherExpensesGrp/Desc3Bank, Credit Card and Payroll Service Fees
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IRS990/OtherExpensesGrp/FundraisingAmt10
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IRS990/OtherExpensesGrp/TotalAmt217310
IRS990/OtherExpensesGrp/TotalAmt316699
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IRS990/ProgramServiceRevenueGrp/Desc0Adaptive Riding Program
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
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IRS990/ProgSrvcAccomActy2Grp/Desc0Square Peg rescues unwanted animals- primarily ex racehorses and retrains them to work with families affected by autism and similar neuro cognitive issues. Expenses include horse-care, feed, occupancy, ranch related costs, and salaries.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt085958
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Square Peg worked with the Golden Gate Regional Center and the North Bay Regional Center to provide job training and services for 16 youth with autism.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0464973
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