Civic Intelligence

Lucky Horse Equine Rescue Inc.

EIN 27-0250028 • 501(c)3 • Bolton, MA

Pub. 78 Eligible990-N Coverage

Profile

EQUINE WELFARE

185 Century Hill RoadBolton, MA 01740

www.luckyhorse.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

50th percentile

-1.7%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

864%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$78,941

Down $1,369 (-1.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$78,941

Down $1,369 (-1.7%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin25th percentile

Revenue

Up

$8,172

Up $7,324 (+864%) from 2022

Expenses

Up

$9,541

Up $1,961 (+26%) from 2022

Net Income

Up

-$1,369

Up $5,363 (+80%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$300K$200K$100K$0Assets 2013: $274,770Liabilities 2013: $3,421Net Assets 2013: $271,3492013Assets 2014: $235,649Net Assets 2014: $235,6492014Assets 2021: $87,042Liabilities 2021: $0Net Assets 2021: $87,0422021Assets 2022: $80,310Liabilities 2022: $0Net Assets 2022: $80,3102022Assets 2023: $78,941Liabilities 2023: $0Net Assets 2023: $78,9412023

Highlighted filing

2023

Assets$78,941
Liabilities$0
Net Assets$78,941
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $311,275Expenses 2013: $42,653Net Income 2013: $268,6222013Revenue 2014: $126,851Expenses 2014: $162,551Net Income 2014: -$35,7002014Revenue 2021: $1,374Expenses 2021: $9,773Net Income 2021: -$8,3992021Revenue 2022: $848Expenses 2022: $7,580Net Income 2022: -$6,7322022Revenue 2023: $8,172Expenses 2023: $9,541Net Income 2023: -$1,3692023

Highlighted filing

2023

Revenue$8,172
Expenses$9,541
Net Income-$1,369
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,941
Liabilities
$0
Net assets
$78,941
Revenue
$8,172
Expenses
$9,541
Net income
-$1,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.08$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.01$0.08$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.01$0.10$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.36$2.36$1.27$1.63$0.36
2013Detailed filing. Detailed filing data is available for this year.$2.75$0.03$2.71$3.11$0.43$2.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 6, 2024
Return Version
2023v4.0
Gross Receipts
$8,172
Mission and Program Overview

Mission

EQUINE WELFARE

Program Services

DescriptionGrantsExpenses
COST OF RESCUE, MEDICAL CARE AND REHABILITAION OF HORSES THAT WOULD OTHERWISE POTENTIALLY BE AUTHANIZED$0$9,541
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSETTE REZACPresident/DirectorPT$0--
KIMBERLY CIESLAKTreasurer/DirectorPT$0--
BECKY KAMFONIKSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Lucky Horse Equine Rescue Inc
EIN
27-0250028
Phone
9782936153
Address
185 CENTURY HILL ROAD, BOLTON, MA 01740

Signing Officer

Name
Kimberly Cieslak
Title
Treasurer
Phone
9782936153
Signed
2024-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Michael J Craffey CPA
Address
PO BOX 3990, WINDHAM, NH 03087
Preparer
Michael Craffey CPA
Phone
7813344045
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 35.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: veterinarian. Amount: 1,500. Description: operational. Amount: 8,041. Total to form 990-ez, line 16: 9,541.”

Raw XML Appendix142 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/PhoneNum07816083737
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0162 APPLETON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAMBRIDGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002138
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080310
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078941
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt08137
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1369
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080310
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078941
IRS990EZ/GrossReceiptsAmt08172
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080310
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078941
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080310
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078941
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSETTE REZAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY CIESLAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY KAMFONIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09541
IRS990EZ/OtherRevenueTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EQUINE WELFARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COST OF RESCUE, MEDICAL CARE AND REHABILITAION OF HORSES THAT WOULD OTHERWISE POTENTIALLY BE AUTHANIZED
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09541
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09541
IRS990EZ/TotalProgramServiceExpensesAmt09541
IRS990EZ/TotalRevenueAmt08172
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LUCKYHORSE.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015952
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt036
IRS990ScheduleA/OtherIncome170Grp/TotalAmt036
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99770
IRS990ScheduleA/PublicSupportPY170Pct00.99780
IRS990ScheduleA/PublicSupportTotal170Amt015952
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0848
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01738
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03855
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015952
IRS990ScheduleA/TotalSupportAmt015988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: VETERINARIAN. AMOUNT: 1,500. DESCRIPTION: OPERATIONAL. AMOUNT: 8,041. TOTAL TO FORM 990-EZ, LINE 16: 9,541.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY CIESLAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09782936153
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCKY HORSE EQUINE RESCUE INC
ReturnHeader/Filer/BusinessNameControlTxt0LUCK
ReturnHeader/Filer/EIN0270250028
ReturnHeader/Filer/PhoneNum09782936153
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 CENTURY HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0BOLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043109520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL J CRAFFEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3990
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ReturnHeader/PreparerPersonGrp/PhoneNum07813344045
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL CRAFFEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-12T09:28:38-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CIESLAK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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