Civic Intelligence

Upside Therapeutic Riding Inc.

990EZ • Fiscal year 2018 • EIN 26-1841337

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 18, 2019

250 Kenwood Hill RdLouisville, KY 40214

(502) 445-8242

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$90,628

Up $10,616 (+13%) from 2017

Net Assets

Up

$89,942

Up $24,077 (+37%) from 2017

Liabilities

Down

$686

Down $13,461 (-95%) from 2017

Revenue

Up

$180,906

Up $49,996 (+38%) from 2017

Expenses

Up

$156,829

Up $12,083 (+8.3%) from 2017

Net Income

Up

$24,077

Up $37,913 (+274%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50K-$100KAssets 2012: $44,946Liabilities 2012: $5,000Net Assets 2012: $39,9462012Assets 2013: $67,264Liabilities 2013: $26,318Net Assets 2013: $40,9462013Assets 2014: $72,759Liabilities 2014: $11,415Net Assets 2014: $61,3442014Assets 2015: $80,648Liabilities 2015: $8,235Net Assets 2015: $72,4132015Assets 2016: $84,756Liabilities 2016: $5,055Net Assets 2016: $79,7012016Assets 2017: $80,012Liabilities 2017: $14,147Net Assets 2017: $65,8652017Assets 2018: $90,628Liabilities 2018: $686Net Assets 2018: $89,9422018Assets 2019: $61,837Liabilities 2019: $17,661Net Assets 2019: $44,1762019Assets 2020: $85,088Liabilities 2020: $95,360Net Assets 2020: -$10,2722020Assets 2021: $59,063Liabilities 2021: $96,026Net Assets 2021: -$36,9632021Assets 2022: $48,126Liabilities 2022: $94,583Net Assets 2022: -$46,4572022Assets 2023: $16,387Liabilities 2023: $87,937Net Assets 2023: -$71,5502023Assets 2024: $15,390Liabilities 2024: $89,591Net Assets 2024: -$74,2012024

Highlighted filing

2018

Assets$90,628
Liabilities$686
Net Assets$89,942

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2012: $65,969Expenses 2012: $41,841Net Income 2012: $24,1282012Revenue 2013: $85,556Expenses 2013: $78,870Net Income 2013: $6,6862013Revenue 2014: $138,903Expenses 2014: $118,505Net Income 2014: $20,3982014Revenue 2015: $122,687Expenses 2015: $111,618Net Income 2015: $11,0692015Revenue 2016: $144,377Expenses 2016: $137,089Net Income 2016: $7,2882016Revenue 2017: $130,910Expenses 2017: $144,746Net Income 2017: -$13,8362017Revenue 2018: $180,906Expenses 2018: $156,829Net Income 2018: $24,0772018Revenue 2019: $118,765Expenses 2019: $149,581Net Income 2019: -$30,8162019Revenue 2020: $87,158Expenses 2020: $141,606Net Income 2020: -$54,4482020Revenue 2021: $93,828Expenses 2021: $120,519Net Income 2021: -$26,6912021Revenue 2022: $105,540Expenses 2022: $115,034Net Income 2022: -$9,4942022Revenue 2023: $77,040Expenses 2023: $102,133Net Income 2023: -$25,0932023Revenue 2024: $65,041Expenses 2024: $67,692Net Income 2024: -$2,6512024

Highlighted filing

2018

Revenue$180,906
Expenses$156,829
Net Income$24,077
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 18, 2019
Return Version
2018v3.1
Gross Receipts
$180,906
Mission and Program Overview

Mission

Upside therapeutic riding, inc was established as a kentucky non-profit organization whose mission is to provide equine-facilitated therapy and activities to improve the lives of children and adults with disabilities or special needs. Our certified instructors, licensed therapist and trained volunteers work to develop our clients' abilities by utilizing the healing power of the horse so as to positively impact the quality of their daily life.

Program Services

DescriptionGrantsExpenses
THERAPEUTIC SERVICES PROVIDED TO CHILDREN WITH SPECIAL NEEDS AND VETERANS DIAGNOSED WITH PTSD.$156,829-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY WHEATLEY-ALEXANDERPrsident\Ex DirectorFT$0--
DR KORIE ACORDVice President-$0--
JONATHAN WOODALLTreasurer-$0--
JEAN WALKERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Upside Therapeutic Riding Inc
EIN
26-1841337
Phone
5024458242
Address
250 KENWOOD HILL RD, LOUISVILLE, KY 40214

Signing Officer

Name
Kimberly Wheatley-alexander
Title
PRESIDENT\EX Director
Signed
2019-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Tax Time of Louisville Inc
Address
6610 Southside Dr, Louisville, KY 40214
Preparer
Roddy D Mcdowell
Phone
5023619217
Supplemental Narrative

Additional Explanations

Other Expenses.1009

Depreciation $23576

Other Expenses.1012

Insurance $12723

Other Expenses.1

FARM EXPENSE $51157

Other Expenses.2

LEASE $26700

Other Expenses.3

VET $11204

Other Expenses.4

EQUIPMENT & TOOLS $7984

Other Expenses.5

LABOR $6932

Other Expenses.6

FARRIER $2025

Other Expenses.7

UTILITIES $1336

Other Expenses.8

THERAPY EQUIP $1278

Other Expenses.9

Repair and maintance $906

Other Expenses.10

GRANT WRITING FEES $615

Other Expenses.11

TAXES OTHER $339

Other Expenses.12

TELEPHONE $98

Other Assets.1001

Automobiles - Beginning $9165 Automobiles - Ending $3218

Other Assets.1003

Machinery and Equipment - Beginning $24427 Machinery and Equipment - Ending $17447

Other Assets.1004

Miscellaneous - Beginning $21492 Miscellaneous - Ending $13255

Total Liabilities.1

- Beginning $0 - Ending $0

Total Liabilities.2

TOYOTA LOAN - Beginning $1875 TOYOTA LOAN - Ending $0

Raw XML Appendix176 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05024458242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 KENWOOD HILL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040214
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0910
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/EOYAmt021606
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065865
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089942
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065865
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089942
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY WHEATLEY-ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR KORIE ACORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JONATHAN WOODALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEAN WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRSIDENT\EX DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt055084
IRS990EZ/OtherAssetsTotalDetail/EOYAmt033920
IRS990EZ/OtherExpensesTotalAmt0146873
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0UPSIDE THERAPEUTIC RIDING, INC WAS ESTABLISHED AS A KENTUCKY NON-PROFIT ORGANIZATION WHOSE MISSION IS TO PROVIDE EQUINE-FACILITATED THERAPY AND ACTIVITIES TO IMPROVE THE LIVES OF CHILDREN AND ADULTS WITH DISABILITIES OR SPECIAL NEEDS. OUR CERTIFIED INSTRUCTORS, LICENSED THERAPIST AND TRAINED VOLUNTEERS WORK TO DEVELOP OUR CLIENTS' ABILITIES BY UTILIZING THE HEALING POWER OF THE HORSE SO AS TO POSITIVELY IMPACT THE QUALITY OF THEIR DAILY LIFE.
IRS990EZ/ProgramServiceRevenueAmt03804
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THERAPEUTIC SERVICES PROVIDED TO CHILDREN WITH SPECIAL NEEDS AND VETERANS DIAGNOSED WITH PTSD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0156829
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt08676
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014147
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0686
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt0180906
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0177102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0130910
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0122687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0138903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0713979
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0713979
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0177102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0130910
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0122687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0138903
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0713979
IRS990ScheduleA/TotalSupportAmt0713979
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $23576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $12723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FARM EXPENSE $51157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEASE $26700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4VET $11204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EQUIPMENT & TOOLS $7984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LABOR $6932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FARRIER $2025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UTILITIES $1336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THERAPY EQUIP $1278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REPAIR AND MAINTANCE $906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11GRANT WRITING FEES $615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES OTHER $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TELEPHONE $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Automobiles - Beginning $9165 Automobiles - Ending $3218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Machinery and Equipment - Beginning $24427 Machinery and Equipment - Ending $17447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Miscellaneous - Beginning $21492 Miscellaneous - Ending $13255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TOYOTA LOAN - Beginning $1875 TOYOTA LOAN - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY WHEATLEY-ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT\EX DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSIDE THERAPEUTIC RIDING INC
ReturnHeader/Filer/BusinessNameControlTxt0UPSI
ReturnHeader/Filer/EIN0261841337
ReturnHeader/Filer/PhoneNum05024458242
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 KENWOOD HILL RD
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611050980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Time of Louisville Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06610 Southside Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040214
ReturnHeader/PreparerPersonGrp/PhoneNum05023619217
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODDY D MCDOWELL
ReturnHeader/ReturnTs02019-02-18T13:47:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings