Civic Intelligence

Equus Foundation Inc.

990 • Fiscal year 2021 • EIN 42-1547242

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 14, 2021

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

(203) 259-2043

Siviq Scores

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

Liabilities / Assets

67th percentile

0.19x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.28x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

18th percentile

-5.8%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

25th percentile

-0.4%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$1,200,452

Down $4,835 (-0.4%) from 2020

Net Assets

Down

$971,575

Down $113,831 (-10%) from 2020

Liabilities

Up

$228,877

Up $108,996 (+91%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin18th percentile

Revenue

Down

$813,825

Down $117,424 (-13%) from 2020

Expenses

Up

$861,072

Up $136,778 (+19%) from 2020

Net Income

Down

-$47,247

Down $254,202 (-123%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2021

Assets$1,200,452
Liabilities$228,877
Net Assets$971,575
Open 2021 Filing

Operations Trend

Revenue Growth18th 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

2021

Revenue$813,825
Expenses$861,072
Net Income-$47,247
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 14, 2021
Return Version
2020v4.0
Gross Receipts
$1,118,396
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$691,122$486,923▼ $204,199
Savings and Temporary Cash Investments$247,937$391,102▲ $143,165
Investments in Publicly Traded Securities$257,181$307,966▲ $50,785
Prepaid Expenses and Deferred Charges$2,747$8,849▲ $6,102
Accounts Receivable$6,300$5,612▼ $688
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$1,205,287$1,200,452▼ $4,835
Other Assets Total-$0-
Liabilities
Grants Payable$118,450$227,366▲ $108,916
Accounts Payable and Accrued Expenses$1,431$1,511▲ $80
Total Liabilities$119,881$228,877▲ $108,996
Net Assets / Fund Balance
Net Assets With Donor Restrictions$691,122$486,923▼ $204,199
Net Assets Without Donor Restrictions$394,284$484,652▲ $90,368
Total Net Assets Fund Balance$1,085,406$971,575▼ $113,831
Total Liabilities and Net Assets / Fund Balance$1,205,287$1,200,452▼ $4,835

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$6,408$6,408
Equipment-$2,379$2,379
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jenny Belknap KeesChairman
Lynn CoakleyPresident
Catherine HermanVice Chairman
Richard Mitchell DvmDirector
William R Harris JrDirector
Mark SheptoffSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$731,204
Program Service Revenue
$0
Investment Income
$582
Other Revenue
$82,039
All Other Contributions
$655,321
Change in Net Assets
$-47,247

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$209,703Fair Mkt Val
Total Noncash Contributions$209,703-

Audited Revenue Reconciliation

Revenue per Audited Statements
$813,825
Revenue Not Reported on Form 990
$9,961
Total Revenue per Audited Statements
$823,786
Total Revenue per Form 990
$813,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$631,255
Other Expenses$229,817
Total Fundraising Expense$70,431
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$340,774--$340,774
Grants to Domestic Orgs$290,481--$290,481
Fees for Services Management$98,354$6,000$48,385$152,739
Fees for Services Accounting-$14,931-$14,931
Other Expenses$5,000-$5,000$10,000
Occupancy$3,500$1,500$5,000$10,000
Office Expenses$3,041$440$1,830$5,311
Insurance-$1,158-$1,158
Total Functional Expenses$766,612$24,029$70,431$861,072

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$864,488
Expenses per Audited Statements$861,072
Total Expenses per Form 990$861,072
Expenses Not Reported on Form 990$3,416
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gerdas Equine Rescue IncWest Townshend, VT501(c)(3)Transparency, Guardian, Spec. Award$11,063
Project HORSE EMPOWERMENT CNTPurcellville, VA501(c)(3)tRANSPARENCY, SPECIAL aWARD$6,000
The Foundation for the HorseLexington, KY501(c)(3)Vet Research Fellowship$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$85,455
Fundraising Direct Expenses$3,416
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Horsepower Gala$81,075$80,225-$80,225
Fairfield Horse Show$45,930$2,060$2,462$-402
Total Events$152,383$82,285$3,416$78,869
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 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
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
2032592043
Address
168 LONG LOTS ROAD, WESTPORT, CT 06880

Signing Officer

Name
Lynn Coakley
Title
President
Signed
2021-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Coakley
Formed
2002
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Firm
Sabel & Oplinger CPA Pc
Address
106 Prospect St, Southampton, NY 11968
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, 2021, no amounts have been recognized for uncertain income tax positions. The Organizations tax returns for the year 2017 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 $3416”

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

“FUNDRAISING COSTS $3416”

Raw XML AppendixShowing 400 of 553 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01431
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01511
IRS990/AccountsReceivableGrp/BOYAmt06300
IRS990/AccountsReceivableGrp/EOYAmt05612
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The mission is to protect Americas horses and strengthen the horse-human bond.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0655321
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LYNN COAKLEY
IRS990/BooksInCareOfDetail/PhoneNum02032592043
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0168 LONG LOTS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTPORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006880
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt070698
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0731204
IRS990/CYGrantsAndSimilarPaidAmt0631255
IRS990/CYInvestmentIncomeAmt0582
IRS990/CYOtherExpensesAmt0229817
IRS990/CYOtherRevenueAmt082039
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-47247
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0861072
IRS990/CYTotalFundraisingExpenseAmt070431
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0813825
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provide grants to organizations that protect America's horses, share the magic and power of horses with as many people as possible, especially people with special needs, and educate the public on the importance of the horse-human bond in America today.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0691122
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0486923
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0741150
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt05185
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014931
IRS990/FeesForServicesAccountingGrp/TotalAmt014931
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt048385
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt06000
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt098354
IRS990/FeesForServicesManagementGrp/TotalAmt0152739
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNY BELKNAP KEES
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK SHEPTOFF
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHERINE HERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD MITCHELL DVM
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM R HARRIS JR
IRS990/Form990PartVIISectionAGrp/PersonNm5LYNN COAKLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt070698
IRS990/FundraisingDirectExpensesAmt03416
IRS990/FundraisingGrossIncomeAmt085455
IRS990/GainOrLossGrp/SecuritiesAmt061
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0631255
IRS990/GrantsPayableGrp/BOYAmt0118450
IRS990/GrantsPayableGrp/EOYAmt0227366
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0340774
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0340774
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0290481
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0290481
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0301216
IRS990/GrossReceiptsAmt01118396
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01158
IRS990/InsuranceGrp/TotalAmt01158
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0691122
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0486923
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0521
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0521
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0257181
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0307966
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08787
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt08787
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0301155
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission is to protect Americas horses and strengthen the horse-human bond.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01085406
IRS990/NetAssetsOrFundBalancesEOYAmt0971575
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt061
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt061
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt082039
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06545
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0394284
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0484652
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0209703
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05000
IRS990/OccupancyGrp/ManagementAndGeneralAmt01500
IRS990/OccupancyGrp/ProgramServicesAmt03500
IRS990/OccupancyGrp/TotalAmt010000
IRS990/OfficeExpensesGrp/FundraisingAmt01830
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0440
IRS990/OfficeExpensesGrp/ProgramServicesAmt03041
IRS990/OfficeExpensesGrp/TotalAmt05311
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0COMMUNICATION & EDUCATION
IRS990/OtherExpensesGrp/Desc1CAMPAIGNE EXPENSES
IRS990/OtherExpensesGrp/Desc2MEDIA AND PUBLICITY
IRS990/OtherExpensesGrp/FundraisingAmt010216
IRS990/OtherExpensesGrp/FundraisingAmt15000
IRS990/OtherExpensesGrp/ProgramServicesAmt025462
IRS990/OtherExpensesGrp/ProgramServicesAmt15000
IRS990/OtherExpensesGrp/TotalAmt025462
IRS990/OtherExpensesGrp/TotalAmt110216
IRS990/OtherExpensesGrp/TotalAmt210000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02747
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08849
IRS990/PrincipalOfficerNm0LYNN COAKLEY
IRS990/PriorPeriodAdjustmentsAmt0-73129
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0INFORMATION OUTREACH AND COMMUNICATIONS TO PROMOTE VOLUNTEERISM FOR HORSE RELATED ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025462
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0941786
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0501371
IRS990/PYInvestmentIncomeAmt03434
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0222923
IRS990/PYOtherRevenueAmt0-13971
IRS990/PYRevenuesLessExpensesAmt0206955
IRS990/PYTotalExpensesAmt0724294
IRS990/PYTotalRevenueAmt0931249
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-47247
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0247937
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0391102
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt022250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt019450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt055555
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt039320
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt051686
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0188261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0731204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0732651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01272845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0342230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0397205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03476135
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03535
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03280
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05056
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0272981
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03535
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03280
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017121
IRS990ScheduleA/InvestmentIncomeCYPct00.00450
IRS990ScheduleA/InvestmentIncomePYPct00.00740
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59740
IRS990ScheduleA/PublicSupportPY509Pct00.60610
IRS990ScheduleA/PublicSupportTotal509Amt02250001
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0327787
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0514806
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0423206
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt090084
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0143232
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01499115
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0305537
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0495356
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0367651
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt050764
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt091546
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01310854
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0816659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0745966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01326100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0400677
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0459714
IRS990ScheduleA/Total509Grp/TotalAmt03749116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0817180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0749501
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01330829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0403957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0464770
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03766237
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02379
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02379
IRS990ScheduleD/ExpensesNotReportedAmt03416
IRS990ScheduleD/ExpensesSubtotalAmt0861072
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06545
IRS990ScheduleD/OtherExpensesIncludedAmt03416
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06408
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06408
IRS990ScheduleD/OtherRevenueAmt03416
IRS990ScheduleD/RevenueNotReportedAmt09961
IRS990ScheduleD/RevenueSubtotalAmt0813825
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, 2021, no amounts have been recognized for uncertain income tax positions. The Organizations tax returns for the year 2017 and forward are subject to the usual review by the appropriate taxing authorities.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Fundraising cOSTS $3416
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING COSTS $3416
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt0861072
IRS990ScheduleD/TotalRevenuePerForm990Amt0813825
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0823786
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0864488
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt070098
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt043870
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt025378
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03416
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HORSEPOWER GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FAIRFIELD HORSE SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt045930

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,200,452
Liabilities
$228,877
Net assets
$971,575
Revenue
$813,825
Expenses
$861,072
Net income
-$47,247
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