Civic Intelligence

Palmetto Equestrian Therapeutic Riding Program

990EZ • Fiscal year 2018 • EIN 27-1080669

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization ProfileWWW.PETPROGRAM.ORG
PO Box 71Clinton, SC 29325

(864) 923-4998

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

50th percentile

3.1%

Higher net margin than 50% 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

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.1%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$25,121

Up $3,506 (+16%) from 2017

Net Assets

Up

$25,121

Up $3,506 (+16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin50th percentile

Revenue

Up

$49,335

Up $999 (+2.1%) from 2017

Expenses

Down

$47,829

Down $1,504 (-3.0%) from 2017

Net Income

Up

$1,506

Up $2,503 (+251%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$30K$20K$10K$0Assets 2017: $21,615Liabilities 2017: $0Net Assets 2017: $21,6152017Assets 2018: $25,121Liabilities 2018: $0Net Assets 2018: $25,1212018Assets 2019: $24,879Liabilities 2019: $0Net Assets 2019: $24,8792019Assets 2020: $28,098Liabilities 2020: $0Net Assets 2020: $28,0982020Assets 2021: $26,458Liabilities 2021: $0Net Assets 2021: $26,4582021Assets 2022: $23,020Liabilities 2022: $0Net Assets 2022: $23,0202022Assets 2023: $23,024Liabilities 2023: $0Net Assets 2023: $23,0242023Assets 2024: $22,343Liabilities 2024: $0Net Assets 2024: $22,3432024

Highlighted filing

2018

Assets$25,121
Liabilities$0
Net Assets$25,121
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

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

$60K$40K$20K$0-$20KRevenue 2017: $48,336Expenses 2017: $49,333Net Income 2017: -$9972017Revenue 2018: $49,335Expenses 2018: $47,829Net Income 2018: $1,5062018Revenue 2019: $54,494Expenses 2019: $54,736Net Income 2019: -$2422019Revenue 2020: $39,483Expenses 2020: $36,264Net Income 2020: $3,2192020Revenue 2021: $32,456Expenses 2021: $33,096Net Income 2021: -$6402021Revenue 2022: $27,873Expenses 2022: $30,811Net Income 2022: -$2,9382022Revenue 2023: $30,081Expenses 2023: $30,077Net Income 2023: $42023Revenue 2024: $33,846Expenses 2024: $34,027Net Income 2024: -$1812024

Highlighted filing

2018

Revenue$49,335
Expenses$47,829
Net Income$1,506
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$54,301
Mission and Program Overview

Mission

Therapeutic horsemanship opportunities

Program Services

DescriptionGrantsExpenses
LESSON FOR CHILDREN WITH SPECIAL NEEDS-$47,829
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEIGH ANNE WATERSPresidentprogram CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fest----
Spring Fest----
Filing and Contact Details

Filer

Filer Name
Palmetto Equestrian Therapeutic Riding Program
EIN
27-1080669
Address
PO BOX 71, CLINTON, SC 29325

Signing Officer

Name
Leigh Anne Waters
Title
President
Phone
8649234998
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Perfectly Balanced LLC
Address
139 GILLIAM ST SUITE B, Whitmire, SC 29178
Preparer
Stephanie English
Phone
8038050111
Supplemental Narrative

Additional Explanations

Other changes in net assets or fund balances Part I line 20

“Description amounthorses 2,000”

Description of other assets Part II line 24

“Category beginning of year end of yearhorses, equipment, goods 20,000 22,000”

Raw XML Appendix150 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/BenefitsPaidToOrForMembersAmt012440
IRS990EZ/BooksInCareOfDetail/PersonNm0LEIGH ANNE WATERS
IRS990EZ/BooksInCareOfDetail/PhoneNum08649234998
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04000 HURRICAN CHURCH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLINTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029325
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01615
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03121
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028078
IRS990EZ/CostOfGoodsSoldAmt01199
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01506
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021615
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025121
IRS990EZ/FundraisingGrossIncomeAmt016559
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-644
IRS990EZ/GrossReceiptsAmt054301
IRS990EZ/GrossSalesOfInventoryAmt0555
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01652
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021615
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025121
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021615
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025121
IRS990EZ/OccupancyRentUtltsAndMaintAmt034668
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEIGH ANNE WATERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENTPROGRAM COORDINATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt020000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt022000
IRS990EZ/OtherChangesInNetAssetsAmt02000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THERAPEUTIC HORSEMANSHIP OPPORTUNITIES
IRS990EZ/PrintingPublicationsPostageAmt0721
IRS990EZ/ProgramServiceRevenueAmt07457
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LESSON FOR CHILDREN WITH SPECIAL NEEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047829
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03767
IRS990EZ/SpecialEventsNetIncomeLossAmt012792
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047829
IRS990EZ/TotalProgramServiceExpensesAmt047829
IRS990EZ/TotalRevenueAmt049335
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PETPROGRAM.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046571
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034733
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt068262
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0114833
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060534
IRS990ScheduleA/Total509Grp/TotalAmt0114833
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114835
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FEST
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FEST
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/LicensedStatesCd0SC
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTHORSES 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARHORSES, EQUIPMENT, GOODS 20,000 22,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEIGH ANNE WATERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08649234998
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALMETTO EQUESTRIAN THERAPEUTIC RIDING PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0271080669
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 71
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029325
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A7F1A6FF751E45085C3711BCEE9672B69C727A4C
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05786732019135x0ducnm
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.113.253.230
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTm015:25:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473960611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERFECTLY BALANCED LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0139 GILLIAM ST SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whitmire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029178
ReturnHeader/PreparerPersonGrp/PhoneNum08038050111
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE ENGLISH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-15T15:22:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,121
Liabilities
$0
Net assets
$25,121
Revenue
$49,335
Expenses
$47,829
Net income
$1,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$33.8$34.0$0.18
2023Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$30.1$30.1$0.00
2022Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$27.9$30.8$2.94
2021Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$32.5$33.1$0.64
2020Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$39.5$36.3$3.22
2019Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$54.5$54.7$0.24
2018Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$49.3$47.8$1.51
2017Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$48.3$49.3$1.00