Civic Intelligence

Equus Foundation Inc.

990 • Fiscal year 2019 • EIN 42-1547242

Sep 01, 2018 to Aug 31, 2019 • Filed on Feb 19, 2020

Organization ProfileWWW.EQUUSFOUNDATION.ORG
168 Long Lots RoadWestport, CT 06880

(203) 259-1550

Siviq Scores

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

Liabilities / Assets

67th percentile

0.22x

Higher debt load relative to assets than 67% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.20x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

98th percentile

190%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

248%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$1,126,638

Up $738,727 (+190%) from 2018

Net Assets

Up

$878,398

Up $659,697 (+302%) from 2018

Liabilities

Up

$248,240

Up $79,030 (+47%) from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin92nd percentile

Revenue

Up

$1,262,457

Up $899,506 (+248%) from 2018

Expenses

Up

$603,181

Up $145,820 (+32%) from 2018

Net Income

Up

$659,276

Up $753,686 (+798%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $509,517Liabilities 2011: $268,199Net Assets 2011: $241,3182011Assets 2012: $253,548Liabilities 2012: $2,705Net Assets 2012: $250,8432012Assets 2013: $932,109Liabilities 2013: $252,772Net Assets 2013: $679,3372013Assets 2014: $913,423Liabilities 2014: $231,383Net Assets 2014: $682,0402014Assets 2015: $596,499Liabilities 2015: $40,612Net Assets 2015: $555,8872015Assets 2016: $608,528Liabilities 2016: $204,355Net Assets 2016: $404,1732016Assets 2017: $498,803Liabilities 2017: $196,535Net Assets 2017: $302,2682017Assets 2018: $387,911Liabilities 2018: $169,210Net Assets 2018: $218,7012018Assets 2019: $1,126,638Liabilities 2019: $248,240Net Assets 2019: $878,3982019Assets 2020: $1,205,287Liabilities 2020: $119,881Net Assets 2020: $1,085,4062020Assets 2021: $1,200,452Liabilities 2021: $228,877Net Assets 2021: $971,5752021Assets 2022: $1,172,056Liabilities 2022: $267,429Net Assets 2022: $904,6272022Assets 2023: $1,202,929Liabilities 2023: $259,032Net Assets 2023: $943,8972023Assets 2024: $1,000,218Liabilities 2024: $250,581Net Assets 2024: $749,6372024Assets 2025: $1,125,424Liabilities 2025: $347,371Net Assets 2025: $778,0532025

Highlighted filing

2019

Assets$1,126,638
Liabilities$248,240
Net Assets$878,398
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $375,350Expenses 2011: $394,871Net Income 2011: -$19,5212011Revenue 2012: $418,370Expenses 2012: $408,845Net Income 2012: $9,5252012Revenue 2013: $864,216Expenses 2013: $435,722Net Income 2013: $428,4942013Revenue 2014: $437,021Expenses 2014: $428,773Net Income 2014: $8,2482014Revenue 2015: $379,488Expenses 2015: $519,290Net Income 2015: -$139,8022015Revenue 2016: $363,439Expenses 2016: $513,293Net Income 2016: -$149,8542016Revenue 2017: $405,707Expenses 2017: $506,018Net Income 2017: -$100,3112017Revenue 2018: $362,951Expenses 2018: $457,361Net Income 2018: -$94,4102018Revenue 2019: $1,262,457Expenses 2019: $603,181Net Income 2019: $659,2762019Revenue 2020: $931,249Expenses 2020: $724,294Net Income 2020: $206,9552020Revenue 2021: $813,825Expenses 2021: $861,072Net Income 2021: -$47,2472021Revenue 2022: $919,300Expenses 2022: $743,293Net Income 2022: $176,0072022Revenue 2023: $845,734Expenses 2023: $836,197Net Income 2023: $9,5372023Revenue 2024: $942,754Expenses 2024: $905,705Net Income 2024: $37,0492024Revenue 2025: $961,535Expenses 2025: $954,665Net Income 2025: $6,8702025

Highlighted filing

2019

Revenue$1,262,457
Expenses$603,181
Net Income$659,276
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Feb 19, 2020
Return Version
2018v3.1
Gross Receipts
$1,410,202
Mission and Program Overview

Mission

The mission is to protect america's horses and strengthen the horse-human bond.

The mission is to protect Americas horses and strengthen the horse-human bond.

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use-$559,943-
Savings and Temporary Cash Investments$302,655$295,699▼ $6,956
Investments in Publicly Traded Securities$74,937$253,670▲ $178,733
Accounts Receivable$5,500$10,881▲ $5,381
Prepaid Expenses and Deferred Charges$4,056$6,303▲ $2,247
Land, Buildings, and Equipment, Net$478$142▼ $336
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$387,911$1,126,638▲ $738,727
Other Assets Total$285$0▼ $285
Liabilities
Grants Payable$167,025$241,170▲ $74,145
Accounts Payable and Accrued Expenses$2,185$7,070▲ $4,885
Total Liabilities$169,210$248,240▲ $79,030
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$559,943-
Unrestricted Net Assets$218,701$318,455▲ $99,754
Total Net Assets Fund Balance$218,701$878,398▲ $659,697
Total Liabilities and Net Assets / Fund Balance$387,911$1,126,638▲ $738,727

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$6,408$6,408
Equipment$142$2,237$2,379
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Jenny Belknap KeesChairman
Lynn CoakleyPresident
Catherine HermanVice Chairman
Anne WalkerDirector
Patricia KeenanDirector
Richard Mitchell DvmDirector
Susan WeberDirector
Jane HendersonSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$1,272,845
Program Service Revenue
$0
Investment Income
$8,438
Other Revenue
$-18,826
All Other Contributions
$1,143,512
Change in Net Assets
$659,276

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$696,215Fair Market Value (FMV)
Total Noncash Contributions$696,215-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,262,457
Revenue Not Reported on Form 990
$72,502
Total Revenue per Audited Statements
$1,334,959
Total Revenue per Form 990
$1,262,457
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$405,432
Other Expenses$197,749
Total Fundraising Expense$59,245
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$261,635--$261,635
Grants to Domestic Individuals$143,797--$143,797
Fees for Services Management$89,895$6,165$38,390$134,450
Other Expenses$18,315-$15,855$15,855
Fees for Services Accounting-$12,250-$12,250
Occupancy$3,500$1,500$5,000$10,000
Office Expenses$2,095$3,057-$5,152
Insurance-$1,390-$1,390
Depreciation Depletion-$337-$337
Total Functional Expenses$519,237$24,699$59,245$603,181

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$675,262
Expenses per Audited Statements$603,181
Total Expenses per Form 990$603,181
Expenses Not Reported on Form 990$72,081
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brook Hill FarmForest, VA501(c)(3)transparency & eeli award$8,500
Alzheimers Resource CenterBayshore, NY501(c)(3)Triumph Award$7,210
Project HORSE IncgREAT fALLS, VA501(c)(3)tRANSPARENCY aWARD$7,000
American Association of EquinLexington, KY501(c)(3)Alliance grant Vetinary research$5,500
Makers Mark Secretariat CentlEXINGTON, KY501(c)(3)tRANSPARENCY aWARD$5,075
Equine Rescue and AdoptionPalm City, FL501(c)(3)Transparency award$5,035
Omega Horse RescueAiriville, PA501(c)(3)tRANSPARENCY aWARD$5,025
Communication AllianceCommerce Townsh, MI501(c)(3)tRANSPARENCY aWARD$5,015
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$72,081
Fundraising Gross Income$53,255
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fairfield Horse Show$112,225$31,775$32,436$-661
Winter Equstrian$44,746$13,530$16,521$-2,991
Total Events$179,446$53,255$72,081$-18,826
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“A management company is contracted to perform financial and management operations.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Draft tax returns are reviewed and approved by the board prior to filing the tax return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members sign an annual discolsure form and any conflicts are discussed at board meetings.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available on the organization's web site and can also be obtained by request.”

Filing and Contact Details

Filer

Filer Name
Equus Foundation Inc
EIN
42-1547242
Phone
2032591550
Address
168 LONG LOTS ROAD, WESTPORT, CT 06880

Signing Officer

Name
Lynn Coakley
Title
President
Signed
2020-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Coakley
Formed
2002
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
50

Preparer

Firm
Sabel & Oplinger CPA Pc
Address
PO BOX 1307, SOUTHAMPTON, NY 11969-1307
Preparer
Mary Ann Mendel CPA
Phone
6312832370
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“Treasurer and president review and approve financial statements and tax returns.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has been classified by the Internal Revenue Service as a publicly supported tax-exempt charity pursuant to IRC Section 501 (c) (3) and as a not-for-profit corporation under the laws of the State of Connecticut. Accordingly, no provision for Federal or State income taxes is required. As of August 31, 2019, no amounts have been recognized for uncertain income tax positions. The Organizations tax returns for the year 2015 and forward are subject to the usual review by the appropriate taxing authorities.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Fundraising cOSTS $72081”

Part XII, Line 2D: Other expenses and losses per audited F/S

“FUNDRAISING COSTS $72081”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has been classified by the Internal Revenue Service as a publicly supported tax-exempt charity pursuant to IRC Section 501 (c) (3) and as a not-for-profit corporation under the laws of the State of Connecticut. Accordingly, no provision for Federal or State income taxes is required. As of August 31, 2019, no amounts have been recognized for uncertain income tax positions. The Organizations tax returns for the year 2015 and forward are subject to the usual review by the appropriate taxing authorities.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Fundraising cOSTS $72081

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,126,638
Liabilities
$248,240
Net assets
$878,398
Revenue
$1,262,457
Expenses
$603,181
Net income
$659,276
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.35$0.78$0.96$0.95$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.25$0.75$0.94$0.91$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.26$0.94$0.85$0.84$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.27$0.90$0.92$0.74$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.23$0.97$0.81$0.86$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.12$1.09$0.93$0.72$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.25$0.88$1.26$0.60$0.66
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.17$0.22$0.36$0.46$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.20$0.30$0.41$0.51$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.20$0.40$0.36$0.51$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.04$0.56$0.38$0.52$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.23$0.68$0.44$0.43$0.01
2013Summary only. Only limited summary data is available for this year.$0.93$0.25$0.68$0.86$0.44$0.43
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$0.42$0.41$0.01
2011Summary only. Only limited summary data is available for this year.$0.51$0.27$0.24$0.38$0.39$0.02