Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
97th percentile
Higher debt load relative to assets than 97% of similar nonprofits.
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
29th percentile
Higher net margin than 29% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
$4,817
No earlier filing loaded for comparison.
Net Assets
-$6,741
No earlier filing loaded for comparison.
Liabilities
$11,558
No earlier filing loaded for comparison.
Revenue
$157,357
No earlier filing loaded for comparison.
Expenses
$166,771
No earlier filing loaded for comparison.
Net Income
-$9,414
No earlier filing loaded for comparison.
EquineFacilitatedLearningforAt-RiskYouthandNeuro-atypicalAdults
Equine Facilitated Learning (EFL) for at-risk Youth
| Description | Grants | Expenses |
|---|---|---|
| Year round 1:1 EFL sessions with youth from foster family programs, and for cognitively disabled adults. 20+ sessions per week focusing on trauma exploration and release, applying horse interactions as a model for interpersonal social interactions. | $0 | $103,065 |
| Summer Day Camps: Natural Horsemanship outdoors in a 3-4 weekday 10-4pm programs. Volunteer counselors plus Equus Anam Cara instructors guide experiential group learning | $0 | $29,045 |
| Volunteer Days at Horse and Heart Ranch: work-study and service hours tending/grooming and feeding 9 horses, caretaking stalls, arena, paddocks, tack room and hay barn. | $0 | $8,742 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Diane Kazemi | Director | - | $0 | - | - |
| Marni Williams | Director | - | $0 | - | - |
| Pam Santacroce | Director | - | $0 | - | - |
| Jan Lange | Director | - | $0 | - | - |
| Lori Halliday | Executive Director | FT | $0 | - | - |
| Andy Halliday | Secretary | PT | $0 | - | - |
“Horse and Heart”
“| Other Expenses:, Amount:| Advertising, $506| Bank Charges, $780| Camp Direct Expenses, $1990| Charitable Contributions, $2830| Hay Grain Supplements, $31036| Horse Transport, $759| Insurance, $4508| Office Supplies, $220| Travel, $8643| Miscellaneous, $2225| Repairs Other, $906| Training and Education, $11991| Veterinary and Farrier, $14023| Web and Online Services, $1742| Horse Tack and Gear, $5063|”
“| Explanation:, BOYAmount:, EOYAmount:| Credit Card Balances, $4308, $8225| Loan from Officer (Halliday), $1344, $3333|”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Andy Halliday |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6502484450 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5017 Ironwood Drive |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Soquel |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95073 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 8325 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 4817 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 47192 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9414 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 71577 |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 8325 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 4817 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 1969 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 163983 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LoansToFromOfficersAmt | 0 | 3333 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | true |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 2673 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -6741 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 2673 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -6741 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 7972 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Diane Kazemi |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Marni Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Pam Santacroce |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jan Lange |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Lori Halliday |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Andy Halliday |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Executive Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 87222 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Equine Facilitated Learning (EFL) for at-risk Youth |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 114822 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Year round 1:1 EFL sessions with youth from foster family programs, and for cognitively disabled adults. 20+ sessions per week focusing on trauma exploration and release, applying horse interactions as a model for interpersonal social interactions. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Summer Day Camps: Natural Horsemanship outdoors in a 3-4 weekday 10-4pm programs. Volunteer counselors plus Equus Anam Cara instructors guide experiential group learning |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Volunteer Days at Horse and Heart Ranch: work-study and service hours tending/grooming and feeding 9 horses, caretaking stalls, arena, paddocks, tack room and hay barn. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 103065 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 29045 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 8742 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 6626 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -4657 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 5652 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 11558 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 166771 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 140852 |
| IRS990EZ/TotalRevenueAmt | 0 | 157357 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | horseandheart.org |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | | Year:, Amount:, Description:| 2015, , | 2016, | 2017, | 2018, | 2019, | |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | | Year:, Amount:, Description:| 2015, , | 2016, | 2017, | 2018, | 2019, | |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Part II - Line 10 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Part III - Line 12 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 49161 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 34575 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10570 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 32315 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15649 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 142270 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 114822 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 110418 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 68116 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 62647 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 49547 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 405550 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.93 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.94 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 511070 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt | 0 | 10000 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt | 0 | 10750 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt | 0 | 11000 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 36750 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 163983 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 144993 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 78686 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 94962 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 65196 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 547820 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 163983 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 144993 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 78686 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 94962 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 65196 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 547820 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 0 | 3333 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 0 | true |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 0 | false |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 0 | Working Capital |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 0 | 15000 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 0 | Andy Halliday |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt | 0 | Secretary |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 0 | false |
| IRS990ScheduleL/TaxImposedAmt | 0 | 0 |
| IRS990ScheduleL/TaxReimbursedAmt | 0 | 0 |
| IRS990ScheduleL/TotalBalanceDueAmt | 0 | 3333 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Horse and Heart |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Other Expenses:, Amount:| Advertising, $506| Bank Charges, $780| Camp Direct Expenses, $1990| Charitable Contributions, $2830| Hay Grain Supplements, $31036| Horse Transport, $759| Insurance, $4508| Office Supplies, $220| Travel, $8643| Miscellaneous, $2225| Repairs Other, $906| Training and Education, $11991| Veterinary and Farrier, $14023| Web and Online Services, $1742| Horse Tack and Gear, $5063| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Explanation:, BOYAmount:, EOYAmount:| Credit Card Balances, $4308, $8225| Loan from Officer (Halliday), $1344, $3333| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Doing Business As Names |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part II, line 26 |
| ReturnHeader/BuildTS | 0 | 2020-09-22 18:59:49Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Lori Halliday |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-07-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EQUUS ANAM CARA INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EQUU |
| ReturnHeader/Filer/EIN | 0 | 264140188 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Lori Halliday |
| ReturnHeader/Filer/PhoneNum | 0 | 6502484450 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5017 Ironwood Drive |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Soquel |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95073 |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 24.6.90.59 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-07-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ES |
| ReturnHeader/ReturnTs | 0 | 2020-07-15T05:10:57-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.