Civic Intelligence

The Equus Effect Inc

990 • Fiscal year 2017 • EIN 45-2632601

Jan 01, 2017 to Dec 31, 2017 • Filed on May 24, 2018

Organization ProfileWWW.THE EQUUSEFFECT.ORG
37 Drum RoadSharon, CT 06069

(203) 803-9507

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

91st percentile

95%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

112%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$125,067

Up $61,000 (+95%) from 2016

Net Assets

$125,067

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin85th percentile

Revenue

Up

$188,324

Up $99,609 (+112%) from 2016

Expenses

Up

$127,324

Up $77,191 (+154%) from 2016

Net Income

Up

$61,000

Up $22,418 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$1.0M$500K$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2016: $64,067Liabilities 2016: $02016Assets 2017: $125,067Liabilities 2017: $0Net Assets 2017: $125,0672017Assets 2018: $194,396Liabilities 2018: $0Net Assets 2018: $194,3962018Assets 2019: $221,565Liabilities 2019: $4,576Net Assets 2019: $216,9892019Assets 2020: $745,750Liabilities 2020: $369,019Net Assets 2020: $376,7312020Assets 2021: $929,480Liabilities 2021: $363,970Net Assets 2021: $565,5102021Assets 2022: $976,689Liabilities 2022: $379,974Net Assets 2022: $596,7152022Assets 2023: $942,348Liabilities 2023: $344,870Net Assets 2023: $597,4782023Assets 2024: $978,350Liabilities 2024: $335,029Net Assets 2024: $643,3212024

Highlighted filing

2017

Assets$125,067
Liabilities$0
Net Assets$125,067
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$300K$200K$100K$0Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2016: $88,715Expenses 2016: $50,133Net Income 2016: $38,5822016Revenue 2017: $188,324Expenses 2017: $127,324Net Income 2017: $61,0002017Revenue 2018: $268,616Expenses 2018: $199,287Net Income 2018: $69,3292018Revenue 2019: $242,583Expenses 2019: $222,300Net Income 2019: $20,2832019Revenue 2020: $347,758Expenses 2020: $188,016Net Income 2020: $159,7422020Revenue 2021: $388,662Expenses 2021: $199,883Net Income 2021: $188,7792021Revenue 2022: $339,713Expenses 2022: $308,508Net Income 2022: $31,2052022Revenue 2023: $323,689Expenses 2023: $322,926Net Income 2023: $7632023Revenue 2024: $393,223Expenses 2024: $347,380Net Income 2024: $45,8432024

Highlighted filing

2017

Revenue$188,324
Expenses$127,324
Net Income$61,000
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 24, 2018
Return Version
2017v2.2
Gross Receipts
$247,616
Mission and Program Overview

Mission

To help veterans and others in transition rebuild healthy relationships at home, work and school through meaningful engagement with horses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$64,067$85,996▲ $21,929
Savings and Temporary Cash Investments-$39,071-
Total Assets$64,067$125,067▲ $61,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$64,067$125,067▲ $61,000
Total Net Assets Fund Balance$64,067$125,067▲ $61,000
Total Liabilities and Net Assets / Fund Balance$64,067$125,067▲ $61,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
David Sonatore LcswBoard MemberPT$35,600$35,600
Jane StrongExecutive DirectorPT$15,000$15,000
Christine GouldingSecretary-$2,500$2,500

Board Members and Trustees

NameTitle
Robert CaffreyPresident
Gaylord MeyerVice President
Jeffrey EarlsBoard Member
Priscilla MccordBoard Member
Robyn Cutler RosenbergBoard Member
Oscar MartinezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$162,332
Program Service Revenue
$40,575
Investment Income
$-589
Other Revenue
$-13,994
All Other Contributions
$108,112
Change in Net Assets
$61,000

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$39,810Market Price
Total Noncash Contributions3$39,810-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,224
Salaries, Compensation, and Employee Benefits$53,100
Total Fundraising Expense$4,802
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$50,850$1,500$750$53,100
Occupancy$18,672--$18,672
Fees for Services Other$14,760--$14,760
Office Expenses$3,361$4,937$198$8,496
Advertising$3,026$804$3,343$7,173
Fees for Services Accounting-$5,272-$5,272
Information Technology$2,975$1,656$175$4,806
Conferences and Meetings$2,197$1,068$113$3,378
Other Expenses$311$255$223$789
Total Functional Expenses$107,030$15,492$4,802$127,324
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,469
Fundraising Gross Income$5,475
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Event - Dinner & Play$59,695$5,475$2,692$2,783
Total Events$59,695$5,475$19,469$-13,994
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the board of directors.”

Form 990, Part VI, Section B, Line 11B

“A draft copy of the 990 is reviewed by the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Forms are provided annually to individuals to inquire about and conflicts. Discussions are held when necessary at board meetings during the course of the year if an issue arises.”

Form 990, Part VI, Section B, Line 15

“The board of directors reviews and approves annually as part of budgeting process. Comparative compensation data is obtained through discussions with and review of other nonprofit form 990 filings.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request and have been uploaded to guidestar.org.”

Filing and Contact Details

Filer

Filer Name
The Equus Effect Inc
EIN
45-2632601
Phone
2038039507
Address
37 DRUM ROAD, SHARON, CT 06069

Signing Officer

Name
Jane Strong
Title
Executive Director
Phone
2038039507
Signed
2018-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Strong
Formed
2012
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Firm
Carter Hayes Associates Pc
Address
1970 WHITNEY AVENUE BLDG 2, HAMDEN, CT 06517
Preparer
David a Scaramozza
Phone
2032873990
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Trainers and counselors: program service expenses 14,760. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,760.”

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IRS990/Desc0IN 2013, WE SAW 21 VETERANS. AS OF NOVEMBER 2016, WE SAW OVER 200. IN JANUARY 2017, WE TRAINED 12 NEW FACILITATORS TO DELIVER OUR CURRICULUM FROM NY STATE, MA, LONG ISLAND, BALTIMORE AND DENMARK. THIS YEAR, WE ARE IN THE PROCESS OF TRAINING 7 MORE IN NC, RI AND MA. OUR GOAL IS TO TAKE THIS PROGRAM TO A NATIONAL LEVEL AND TO OFFER APPRENTICESHIPS TO BOTH VETERANS AND NEW FACILITATORS IN THESE REGIONS.WE ARE ALSO PLANNING TO EXTEND OUR REACH INTO DIFFERENT COMMUNITIES IN THE HEALING ARTS - NURSES, DOCTORS AND CLINICIANS IN THE MENTAL HEALTH FIELD, AS WELL AS TO WOMEN WHO HAVE SUFFERED TRAUMA AND THOSE WHO ARE IN TRANSITION FROM ONE PHASE OF LIFE TO ANOTHER. WE ARE ALSO APPROACHING THREE SECONDARY SCHOOLS IN THIS AREA TO CREATE PILOT LEADERSHIP PROGRAMS FOR THOSE WHO ARE ATTENDING COLLEGE IN THE FALL OF 2018. THE PRINCIPLES OF THIS PROGRAM ARE BASED ON OUR DEEP UNDERSTANDING OF PRECEPTS THAT GUIDE EXPERIENTIAL LEARNING, SOUND HORSEMANSHIP, SOMATIC EXPERIENCING TOOLS FOR SELF REGULATION AND RESILIENCE DERIVED FROM OUR STUDY OF EMOTIONAL AGILITY, ENERGY MANAGEMENT AND EFFECTIVE COMMUNICATION SKILLS.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024065
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0326397
IRS990ScheduleA/TotalSupportAmt0326412
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt054220
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt054220
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019469
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL EVENT - DINNER & PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07291
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07291
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05475
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-13994
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02692
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02692
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03486
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03486
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET PRICE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt039810
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORMS ARE PROVIDED ANNUALLY TO INDIVIDUALS TO INQUIRE ABOUT AND CONFLICTS. DISCUSSIONS ARE HELD WHEN NECESSARY AT BOARD MEETINGS DURING THE COURSE OF THE YEAR IF AN ISSUE ARISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS AND APPROVES ANNUALLY AS PART OF BUDGETING PROCESS. COMPARATIVE COMPENSATION DATA IS OBTAINED THROUGH DISCUSSIONS WITH AND REVIEW OF OTHER NONPROFIT FORM 990 FILINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND HAVE BEEN UPLOADED TO GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAINERS AND COUNSELORS: PROGRAM SERVICE EXPENSES 14,760. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,760.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt064067
IRS990/TotalAssetsEOYAmt0125067
IRS990/TotalAssetsGrp/BOYAmt064067
IRS990/TotalAssetsGrp/EOYAmt0125067
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0162332
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04802
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015492
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107030
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127324
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064067
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125067
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0107030
IRS990/TotalProgramServiceRevenueAmt040575
IRS990/TotalReportableCompFromOrgAmt053100
IRS990/TotalRevenueGrp/ExclusionAmt0-14583
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040575
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0188324
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt064067
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0125067
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt064067
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IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.THE EQUUSEFFECT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE STRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02038039507
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EQUUS EFFECT INC
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:27:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061244958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER HAYES ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01970 WHITNEY AVENUE BLDG 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
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ReturnHeader/PreparerPersonGrp/PhoneNum02032873990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A SCARAMOZZA
ReturnHeader/ReturnTs02018-05-29T07:37:51-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,067
Liabilities
$0
Net assets
$125,067
Revenue
$188,324
Expenses
$127,324
Net income
$61,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.78$3.35$6.43$3.93$3.47$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.42$3.45$5.97$3.24$3.23$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.77$3.80$5.97$3.40$3.09$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$3.64$5.66$3.89$2.00$1.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$3.69$3.77$3.48$1.88$1.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.05$2.17$2.43$2.22$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$2.69$1.99$0.69
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.88$1.27$0.61
2016Summary only. Only limited summary data is available for this year.$0.64$0.00$0.89$0.50$0.39
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00