Civic Intelligence

Square Peg Foundation

990 • Fiscal year 2024 • EIN 20-1253820

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 23, 2024

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

(650) 440-5064

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$140,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

68%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

4.6%

Faster revenue growth than 44% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$455,619

Up $185,071 (+68%) from 2023

Net Assets

Up

$455,619

Up $185,071 (+68%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$1,061,108

Up $46,750 (+4.6%) from 2023

Expenses

Down

$876,037

Down $141,658 (-14%) from 2023

Net Income

Up

$185,071

Up $188,408 (+5646%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2024

Assets$455,619
Liabilities$0
Net Assets$455,619

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$1,061,108
Expenses$876,037
Net Income$185,071
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 23, 2024
Return Version
2023v5.0
Gross Receipts
$1,061,108
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$270,548$455,619▲ $185,071
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $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
Land, Buildings, and Equipment, Net$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-
Total Assets$270,548$455,619▲ $185,071
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
Other Liabilities$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$270,548$455,619▲ $185,071
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$270,548$455,619▲ $185,071
Total Liabilities and Net Assets / Fund Balance$270,548$455,619▲ $185,071
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joell DunlapExecutive DirectorFT$140,000$140,000

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
$315,983
Program Service Revenue
$769,236
Investment Income
$0
Other Revenue
$-24,111
All Other Contributions
$0
Change in Net Assets
$185,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$571,346
Other Expenses$304,691
Total Fundraising Expense$33,812
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$277,611$100,000$25,000$402,611
Payroll Taxes$100,634$50,000$1,634$152,268
Occupancy$112,018--$112,018
Insurance$51,428--$51,428
Other Employee Benefits$10,467$5,000$1,000$16,467
Other Expenses$5,276$0$0$5,276
Travel-$3,000$2,157$5,157
Advertising--$4,021$4,021
Information Technology$1,852$334-$2,186
Total Functional Expenses$683,891$158,334$33,812$876,037
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 A, Line 2

Darius Dunlap (President) and Joell Dunlap (Executive Director) are husband and wife.

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

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 12C

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 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

Square Peg's entire financial history is open for inspection at our Sonoma location including policies related to whistleblowers, equity statement, euthanasia policies (for animals), 990 filings, Profit and Loss data etc. In addition, Square Peg maintains accredidation with the Thoroughbred Aftercare Alliance where all of the financial data and policies are updated on on file in their central office in Kentucky.

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
2024-09-23

Organization Details

Principal Officer
Joell Dunlap
Formed
2004
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
10
Volunteers
20
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0-24111
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01634
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt050000
IRS990/PayrollTaxesGrp/ProgramServicesAmt0100634
IRS990/PayrollTaxesGrp/TotalAmt0152268
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Joell Dunlap
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813319
IRS990/ProgramServiceRevenueGrp/BusinessCd1813319
IRS990/ProgramServiceRevenueGrp/BusinessCd2813319
IRS990/ProgramServiceRevenueGrp/BusinessCd3813319
IRS990/ProgramServiceRevenueGrp/Desc0Adaptive Riding Program
IRS990/ProgramServiceRevenueGrp/Desc1Behavioral Workshops
IRS990/ProgramServiceRevenueGrp/Desc2Workshops and Trainings
IRS990/ProgramServiceRevenueGrp/Desc3Job Training Program
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0220470
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116449
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3524717
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0220470
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3524717
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
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/ExpenseAmt0227963
IRS990/ProgSrvcAccomActy2Grp/GrantAmt045145
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02200
IRS990/ProgSrvcAccomActy3Grp/Desc0Square Peg worked with the Golden Gate Regional Center to provide job training and services for 16 youth with autism.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0227965
IRS990/ProgSrvcAccomActy3Grp/GrantAmt045145
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0524717
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0438499
IRS990/PYOtherRevenueAmt0-16813
IRS990/PYProgramServiceRevenueAmt0286835
IRS990/PYRevenuesLessExpensesAmt0-3337
IRS990/PYSalariesCompEmpBnftPaidAmt0579196
IRS990/PYTotalExpensesAmt01017695
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01014358
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0185071
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/RevenueAmt0220470
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0294321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0744336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0570832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0556848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0600944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02767281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0766750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0270023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0280408
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0169520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0121807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01608508
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01061071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01014359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0851240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0726368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0722751
IRS990ScheduleA/Total509Grp/TotalAmt04375789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01061071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01014359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0851240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0726368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0722751
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04375789
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

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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