Civic Intelligence

Shepard Meadows Therapeutic Riding Center Inc

990 • Fiscal year 2024 • EIN 32-0155596

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 16, 2025

Organization ProfileWWW.SHEPARDMEADOWS.ORG
733 Hill StreetBristol, CT 06010

(860) 314-0007

Siviq Scores

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

Liabilities / Assets

69th percentile

0.22x

Higher debt load relative to assets than 69% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

1.02x

Higher debt load relative to revenue than 89% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-2.9%

Faster asset growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$2,152,726

Down $63,436 (-2.9%) from 2023

Net Assets

Down

$1,683,328

Down $45,026 (-2.6%) from 2023

Liabilities

Down

$469,398

Down $18,410 (-3.8%) from 2023

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin16th percentile

Revenue

Down

$459,432

Down $231,050 (-33%) from 2023

Expenses

Up

$534,484

Up $120,480 (+29%) from 2023

Net Income

Down

-$75,052

Down $351,530 (-127%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $337,576Liabilities 2015: $75,490Net Assets 2015: $262,0862015Assets 2016: $583,212Liabilities 2016: $251,371Net Assets 2016: $331,8412016Assets 2017: $711,293Liabilities 2017: $336,100Net Assets 2017: $375,1932017Assets 2018: $663,877Liabilities 2018: $278,019Net Assets 2018: $385,8582018Assets 2019: $626,074Liabilities 2019: $82,687Net Assets 2019: $543,3872019Assets 2020: $839,442Liabilities 2020: $160,696Net Assets 2020: $678,7462020Assets 2021: $1,515,833Liabilities 2021: $504,382Net Assets 2021: $1,011,4512021Assets 2022: $1,946,617Liabilities 2022: $500,227Net Assets 2022: $1,446,3902022Assets 2023: $2,216,162Liabilities 2023: $487,808Net Assets 2023: $1,728,3542023Assets 2024: $2,152,726Liabilities 2024: $469,398Net Assets 2024: $1,683,3282024Assets 2025: $2,205,941Liabilities 2025: $504,182Net Assets 2025: $1,701,7592025

Highlighted filing

2024

Assets$2,152,726
Liabilities$469,398
Net Assets$1,683,328
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $191,447Expenses 2015: $174,781Net Income 2015: $16,6662015Revenue 2016: $302,976Expenses 2016: $239,718Net Income 2016: $63,2582016Revenue 2017: $318,919Expenses 2017: $246,035Net Income 2017: $72,8842017Revenue 2018: $264,379Expenses 2018: $256,101Net Income 2018: $8,2782018Revenue 2019: $446,040Expenses 2019: $309,527Net Income 2019: $136,5132019Revenue 2020: $438,979Expenses 2020: $314,321Net Income 2020: $124,6582020Revenue 2021: $680,254Expenses 2021: $405,498Net Income 2021: $274,7562021Revenue 2022: $804,999Expenses 2022: $370,168Net Income 2022: $434,8312022Revenue 2023: $690,482Expenses 2023: $414,004Net Income 2023: $276,4782023Revenue 2024: $459,432Expenses 2024: $534,484Net Income 2024: -$75,0522024Revenue 2025: $574,919Expenses 2025: $571,564Net Income 2025: $3,3552025

Highlighted filing

2024

Revenue$459,432
Expenses$534,484
Net Income-$75,052
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 16, 2025
Return Version
2023v6.0
Gross Receipts
$476,383
Mission and Program Overview

Mission

To offer a safe, compassionate environment that enables our veterans and other individuals to facilitate positive change and growth in their lives through interactive partnerships with horses and other animals.

Provided equine assisted services (eas) for individuals with disabilities and others under three ubrellas: horsemanship, learning, and therapy. Programs run year-round in cycles and include therapeutic horseback riding, horsemanship, equine-assisted learning and psychotherapy, veterans and youth at risk.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,789,510$1,754,046▼ $35,464
Investments in Publicly Traded Securities$26,595$323,638▲ $297,043
Cash and Non-Interest-Bearing Accounts$59,327$59,442▲ $115
Savings and Temporary Cash Investments$340,730$15,600▼ $325,130
Total Assets$2,216,162$2,152,726▼ $63,436
Liabilities
Mortgage Notes Payable Secured by Investment Property$473,712$459,298▼ $14,414
Accounts Payable and Accrued Expenses$14,096$10,100▼ $3,996
Total Liabilities$487,808$469,398▼ $18,410
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,704,489$1,655,388▼ $49,101
Net Assets With Donor Restrictions$23,865$27,940▲ $4,075
Total Net Assets Fund Balance$1,728,354$1,683,328▼ $45,026
Total Liabilities and Net Assets / Fund Balance$2,216,162$2,152,726▼ $63,436

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,754,046$460,933$2,214,979
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
PEARL O'ROURKEPresident
Amanda MalkowskiDirector
Andrea LaneseDirector
Brett ArudaDirector
Daniel ZakinDirector
Elizabeth LefrancoisDirector
Michael HigginsDirector
Mark DavisonSecretary
Larry GonzalezVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$336,925
Program Service Revenue
$91,000
Investment Income
$662
Other Revenue
$30,845
All Other Contributions
$336,925
Change in Net Assets
$-75,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$273,377
Salaries, Compensation, and Employee Benefits$261,107
Total Fundraising Expense$11,063
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$238,307--$238,307
Depreciation Depletion$79,837--$79,837
Payroll Taxes$21,890--$21,890
Office Expenses-$18,409-$18,409
Insurance$12,401$326$326$13,053
Interest-$11,938-$11,938
Advertising--$10,304$10,304
Fees for Services Accounting-$8,625-$8,625
Other Expenses$7,554$433$433$7,554
Occupancy$7,478--$7,478
Fees for Services Other-$5,497-$5,497
Information Technology-$2,828-$2,828
Fees for Services Management$1,312--$1,312
Other Employee Benefits$910--$910
Fees for Service Investment Mgmnt Fees$25--$25
Total Functional Expenses$475,365$48,056$11,063$534,484
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,846
Fundraising Direct Expenses$16,951
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Farmyard Party$42,974$42,974$12,916$30,058
Total Events$42,974$42,974$12,916$30,058
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The board of directors is provided a copy of form 990 for review before it is filed.”

Form 990, Page 6, Part VI, Line 19

“Available upon request to the public.”

Filing and Contact Details

Filer

Filer Name
Shepard Meadows Equestrian Center
EIN
32-0155596
Phone
8603140007
Address
733 HILL STREET, BRISTOL, CT 06010

Signing Officer

Name
PEARL O'ROURKE
Title
President
Phone
8603140007
Signed
2025-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PEARL O'ROURKE
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
12
Volunteers
50

Preparer

Firm
Adams Samartino & Company Pc
Address
751 FARMINGTON AVE, BRISTOL, CT 06010
Preparer
Michael J Samartino CPA
Phone
8605838675
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Provided equine assisted services (eas) for individuals with disabilities and others under three ubrellas: horsemanship, learning, and therapy. Programs run year-round in cycles and include therapeutic horseback riding, horsemanship, equine-assisted learning and psychotherapy, veterans and youth at risk.”

Form 990, Part XI, Line 9

“Book / tax depreciation difference 13,333”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDED EQUINE ASSISTED SERVICES (EAS) FOR INDIVIDUALS WITH DISABILITIES AND OTHERS UNDER THREE UBRELLAS: HORSEMANSHIP, LEARNING, AND THERAPY. PROGRAMS RUN YEAR-ROUND IN CYCLES AND INCLUDE THERAPEUTIC HORSEBACK RIDING, HORSEMANSHIP, EQUINE-ASSISTED LEARNING AND PSYCHOTHERAPY, VETERANS AND YOUTH AT RISK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS PROVIDED A COPY OF FORM 990 FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE 13,333
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PEARL O'ROURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08603140007
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-16
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADAMS SAMARTINO & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0751 FARMINGTON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRISTOL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006010
ReturnHeader/PreparerPersonGrp/PhoneNum08605838675
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SAMARTINO CPA
ReturnHeader/ReturnTs02025-01-23T13:31:25-05:00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,152,726
Liabilities
$469,398
Net assets
$1,683,328
Revenue
$459,432
Expenses
$534,484
Net income
-$75,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.21$0.50$1.70$0.57$0.57$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.47$1.68$0.46$0.53$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.49$1.73$0.69$0.41$0.28
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.50$1.45$0.80$0.37$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.50$1.01$0.68$0.41$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.16$0.68$0.44$0.31$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.08$0.54$0.45$0.31$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.28$0.39$0.26$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.34$0.38$0.32$0.25$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.25$0.33$0.30$0.24$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.08$0.26$0.19$0.17$0.02