Civic Intelligence

Equus Anam Cara Inc.

990EZ • Fiscal year 2020 • EIN 26-4140188

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 27, 2021

Organization Profilehorseandheart.org
5017 Ironwood DriveSoquel, CA 95073

(650) 248-4450

Siviq Scores

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

Liabilities / Assets

97th percentile

2.55x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.66x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-35%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$3,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

97th percentile

604%

Faster asset growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-17%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$33,891

Up $29,074 (+604%) from 2019

Net Assets

Down

-$52,671

Down $45,930 (-681%) from 2019

Liabilities

Up

$86,562

Up $75,004 (+649%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin16th percentile

Revenue

Down

$130,755

Down $26,602 (-17%) from 2019

Expenses

Up

$176,685

Up $9,914 (+5.9%) from 2019

Net Income

Down

-$45,930

Down $36,516 (-388%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$200K$100K$0-$100K-$200KAssets 2019: $4,817Liabilities 2019: $11,558Net Assets 2019: -$6,7412019Assets 2020: $33,891Liabilities 2020: $86,562Net Assets 2020: -$52,6712020Assets 2021: $3,231Liabilities 2021: $97,307Net Assets 2021: -$94,0762021Assets 2022: $29,439Liabilities 2022: $178,382Net Assets 2022: -$148,9432022Assets 2023: $3,888Liabilities 2023: $179,295Net Assets 2023: -$175,4072023Assets 2024: $5,454Liabilities 2024: $192,405Net Assets 2024: -$186,9512024

Highlighted filing

2020

Assets$33,891
Liabilities$86,562
Net Assets-$52,671
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $157,357Expenses 2019: $166,771Net Income 2019: -$9,4142019Revenue 2020: $130,755Expenses 2020: $176,685Net Income 2020: -$45,9302020Revenue 2021: $204,702Expenses 2021: $246,107Net Income 2021: -$41,4052021Revenue 2022: $157,748Expenses 2022: $212,615Net Income 2022: -$54,8672022Revenue 2023: $129,075Expenses 2023: $155,539Net Income 2023: -$26,4642023Revenue 2024: $126,098Expenses 2024: $137,642Net Income 2024: -$11,5442024

Highlighted filing

2020

Revenue$130,755
Expenses$176,685
Net Income-$45,930
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 27, 2021
Return Version
2020v4.0
Gross Receipts
$138,398
Mission and Program Overview

Mission

EquineFacilitatedLearningforAt-RiskYouthandNeuro-atypicalAdults

Program Services

DescriptionGrantsExpenses
Restored1:1Outdoortherapeuticsessionsfor28clientsusingCOVIDprotocolsaftera3-monthhiatusforcedbystay-at-homeorders.MaintainedfacilitiesandhorseherdwithoutvolunteerscomingtotheRanch.Mud-abatementimprovementstoenclosuresweredoneduringthehiatus.$4,000$134,574
EquineRescueandRelocation:In2020theCZULightningComplexFirecreatedurgentrelocationneeds,EquusAnamCaramounted15horse-trailerevacuationsinthethreatenedareasover2days,relocating23horsesanddonkeystoHorseandHeartRanch,wheretheywereboardedfreeofexpensetotheownersforupto3weeks.$0$21,000
COVIDConditionsforcedcancelationofourhistoricallyimportantSummerDayCampsforAt-RiskYouth,losingthiskeyprogramisabigblowtoourfundraisingcalendarandcadence,$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andy HallidaySecretary TreasurerPT$0$3,000$3,000
Diane KazemiDirector-$0--
Marni WilliamsDirector-$0--
Jan LangeDirector-$0--
Pam SantacroceDirector-$0--
Lori V HallidayExecutive DirectorFT$0--
Filing and Contact Details

Filer

Filer Name
Equus Anam Cara Inc
EIN
26-4140188
In Care Of
% Lori Halliday
Address
5017 Ironwood Drive, Soquel, CA 95073

Signing Officer

Name
Lori V Halliday
Title
Executive Director
Signed
2021-09-27
Supplemental Narrative

Additional Explanations

Doing Business As Names

“Horse and Heart”

Part I, line 16

“| Other Expenses:, Amount:| ATV Fuel, $354| Bank Fees, $285| Client Development, $2156| Contributions, $251| Duty Meals and Hydration, $830| Dues & Subscriptions, $318| Equine Lease, $9925| Fire Rescue Expenses, $1800| Grain and Supplements, $12593| Grass Hay & Alfalfa, $14580| Insurance, $4726| Logo & Design Work, $800| Miscellaneous, $1561| Refunds, $530| Trainings and Training Travel, $2562| Apparel Tack and Gear, $5064| Advertising, $831|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| 2020 Y E Credit Card Balance $4,862, $11558, $4862| EIDL Loan Balance, $0, $81700|”

Raw XML Appendix166 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Soquel
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Diane Kazemi
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jan Lange
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Pam Santacroce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lori V Halliday
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary Treasurer
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt059166
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IRS990EZ/PrintingPublicationsPostageAmt01954
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EquineRescueandRelocation:In2020theCZULightningComplexFirecreatedurgentrelocationneeds,EquusAnamCaramounted15horse-trailerevacuationsinthethreatenedareasover2days,relocating23horsesanddonkeystoHorseandHeartRanch,wheretheywereboardedfreeofexpensetotheownersforupto3weeks.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COVIDConditionsforcedcancelationofourhistoricallyimportantSummerDayCampsforAt-RiskYouth,losingthiskeyprogramisabigblowtoourfundraisingcalendarandcadence,
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0134574
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07643
IRS990EZ/SpecialEventsNetIncomeLossAmt02107
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011558
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0176685
IRS990EZ/TotalProgramServiceExpensesAmt0155574
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0horseandheart.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2016, , | 2017, | 2018, | 2019, | 2020, |
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt011000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078686
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0621022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Horse and Heart
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| ATV Fuel, $354| Bank Fees, $285| Client Development, $2156| Contributions, $251| Duty Meals and Hydration, $830| Dues & Subscriptions, $318| Equine Lease, $9925| Fire Rescue Expenses, $1800| Grain and Supplements, $12593| Grass Hay & Alfalfa, $14580| Insurance, $4726| Logo & Design Work, $800| Miscellaneous, $1561| Refunds, $530| Trainings and Training Travel, $2562| Apparel Tack and Gear, $5064| Advertising, $831|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| 2020 Y E Credit Card Balance $4,862, $11558, $4862| EIDL Loan Balance, $0, $81700|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori V Halliday
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EQUUS ANAM CARA INC
ReturnHeader/Filer/BusinessNameControlTxt0EQUU
ReturnHeader/Filer/EIN0264140188
ReturnHeader/Filer/ForeignPhoneNum06502484450
ReturnHeader/Filer/InCareOfNm0% Lori Halliday
ReturnHeader/Filer/USAddress/AddressLine1Txt05017 Ironwood Drive
ReturnHeader/Filer/USAddress/CityNm0Soquel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095073
ReturnHeader/ReturnTs02021-09-27T02:48:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,891
Liabilities
$86,562
Net assets
-$52,671
Revenue
$130,755
Expenses
$176,685
Net income
-$45,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.05$1.92$1.87$1.26$1.38$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.04$1.79$1.75$1.29$1.56$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.29$1.78$1.49$1.58$2.13$0.55
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.97$0.94$2.05$2.46$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.87$0.53$1.31$1.77$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.12$0.07$1.57$1.67$0.09