Civic Intelligence

Equestrian Aid Foundation Inc.

990 • Fiscal year 2015 • EIN 65-0546516

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

11924 West Forest Hill Blvd Room 10Wellington, FL 33414

(800) 792-6068

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$40,500

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

54th percentile

3.6%

Faster asset growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$445,479

Up $15,321 (+3.6%) from 2014

Net Assets

Up

$445,479

Up $12,994 (+3.0%) from 2014

Liabilities

Up

$0

Up $2,327 (+100%) from 2014

Revenue

Down

$408,041

Down $161,060 (-28%) from 2014

Expenses

Down

$320,197

Down $57,273 (-15%) from 2014

Net Income

Down

$87,844

Down $103,787 (-54%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $276,297Liabilities 2010: $0Net Assets 2010: $276,2972010Assets 2011: $326,065Liabilities 2011: $0Net Assets 2011: $326,0652011Assets 2012: $286,872Liabilities 2012: $0Net Assets 2012: $286,8722012Assets 2013: $251,327Liabilities 2013: $11,020Net Assets 2013: $240,3072013Assets 2014: $430,158Liabilities 2014: -$2,327Net Assets 2014: $432,4852014Assets 2015: $445,479Liabilities 2015: $0Net Assets 2015: $445,4792015Assets 2017: $254,067Liabilities 2017: $437Net Assets 2017: $253,6302017Assets 2018: $142,146Liabilities 2018: $437Net Assets 2018: $141,7092018Assets 2019: $714,154Liabilities 2019: $7Net Assets 2019: $714,1472019Assets 2020: $614,819Liabilities 2020: $0Net Assets 2020: $614,8192020Assets 2021: $647,611Liabilities 2021: $0Net Assets 2021: $647,6112021Assets 2022: $738,781Liabilities 2022: $0Net Assets 2022: $738,7812022Assets 2023: $605,566Liabilities 2023: $0Net Assets 2023: $605,5662023Assets 2024: $605,665Liabilities 2024: $6,878Net Assets 2024: $598,7872024

Highlighted filing

2015

Assets$445,479
Liabilities$0
Net Assets$445,479

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $290,7802010Expenses 2011: $368,8352011Expenses 2012: $457,1132012Revenue 2013: $355,059Expenses 2013: $402,309Net Income 2013: -$47,2502013Revenue 2014: $569,101Expenses 2014: $377,470Net Income 2014: $191,6312014Revenue 2015: $408,041Expenses 2015: $320,197Net Income 2015: $87,8442015Revenue 2017: $446,803Expenses 2017: $499,495Net Income 2017: -$52,6922017Revenue 2018: $148,564Expenses 2018: $260,485Net Income 2018: -$111,9212018Revenue 2019: $742,719Expenses 2019: $170,718Net Income 2019: $572,0012019Revenue 2020: $194,073Expenses 2020: $293,401Net Income 2020: -$99,3282020Revenue 2021: $263,434Expenses 2021: $230,642Net Income 2021: $32,7922021Revenue 2022: $426,274Expenses 2022: $335,104Net Income 2022: $91,1702022Revenue 2023: $237,666Expenses 2023: $370,881Net Income 2023: -$133,2152023Revenue 2024: $422,594Expenses 2024: $410,333Net Income 2024: $12,2612024

Highlighted filing

2015

Revenue$408,041
Expenses$320,197
Net Income$87,844
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$408,041
Mission and Program Overview

Mission

To provide financial assistance for basic living and medical expenses needed as a result of a catastrophic illness, accident or injury to children and/or adults in the equestrian community.

To provide financial assistance for basic living and medical expenses needed as a result of a catastrophic illness, accident or injury to children and/or adults in the equestrian community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$280,963$395,282▲ $114,319
Savings and Temporary Cash Investments$74,047$50,012▼ $24,035
Prepaid Expenses and Deferred Charges$298$185▼ $113
Total Assets$355,308$445,479▲ $90,171
Liabilities
Accounts Payable and Accrued Expenses$-2,327--
Total Liabilities$-2,327$0▲ $2,327
Net Assets / Fund Balance
Unrestricted Net Assets$357,635$445,479▲ $87,844
Total Net Assets Fund Balance$357,635$445,479▲ $87,844
Total Liabilities and Net Assets / Fund Balance$355,308$445,479▲ $90,171
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Janise GrayDirectorPT$40,500$40,500
Joni MoloneyDevelopment Director-$6,000$6,000
Jacquie McCutchanDirector-$2,730$2,730
Emily ClelandDirector-$2,490$2,490
Sally DininnyStaffPT$400$400

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$407,933
Program Service Revenue
$0
Investment Income
$108
Other Revenue
$0
All Other Contributions
$407,933
Change in Net Assets
$87,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,253
Other Expenses$122,824
Salaries, Compensation, and Employee Benefits$52,120
Total Fundraising Expense$268
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$145,253--$145,253
Current Officers, Directors, Trustees, and Key Employees-$52,120-$52,120
Travel-$9,038-$9,038
Office Expenses-$4,379$268$4,647
Information Technology-$4,342-$4,342
Other Expenses-$4,310-$4,310
Fees for Services Accounting-$3,639-$3,639
Occupancy-$2,822-$2,822
Insurance-$2,428-$2,428
Conferences and Meetings-$2,087-$2,087
Advertising-$900-$900
Fees for Services Legal-$546-$546
All Other Expenses-$361-$361
Interest-$32-$32
Total Functional Expenses$145,253$174,676$268$320,197
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

The form 990 has been prepared from accounting records prepared by our accounting firm.

Filing and Contact Details

Filer

Filer Name
Equestrian Aid Foundation
EIN
65-0546516
Phone
8007926068
Address
11924 West Forest Hill Blvd Room 10, Wellington, FL 33414

Signing Officer

Name
Marilou Case
Title
Treasurer
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janise Gray
Formed
1994
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
30

Preparer

Firm
Louis F Patten CPA PA
Address
7556 Lake Worth Rd 105, Lake Worth, FL 33467
Preparer
Louis F Patten
Phone
5618680426
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To provide financial assistance for basic living and medical expenses needed as a result of a catastrophic illness, accident or injury to children and/or adults in the equestrian community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0357635
IRS990/NetAssetsOrFundBalancesEOYAmt0445479
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02822
IRS990/OccupancyGrp/TotalAmt02822
IRS990/OfficeExpensesGrp/FundraisingAmt0268
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04379
IRS990/OfficeExpensesGrp/TotalAmt04647
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Consulting
IRS990/OtherExpensesGrp/Desc1Event Expenses
IRS990/OtherExpensesGrp/Desc2Telephone, Website
IRS990/OtherExpensesGrp/Desc3Bank and Merchant Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt151811
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25498
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34310
IRS990/OtherExpensesGrp/TotalAmt030363
IRS990/OtherExpensesGrp/TotalAmt151811
IRS990/OtherExpensesGrp/TotalAmt25498
IRS990/OtherExpensesGrp/TotalAmt34310
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0298
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0185
IRS990/PrincipalOfficerNm0Janise Gray
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0569027
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0149840
IRS990/PYInvestmentIncomeAmt074
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0157325
IRS990/PYRevenuesLessExpensesAmt0191631
IRS990/PYSalariesCompEmpBnftPaidAmt070305
IRS990/PYTotalExpensesAmt0377470
IRS990/PYTotalRevenueAmt0569101
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt087844
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt074047
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050012
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt059600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt059600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt059600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0178800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0407933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0407933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0407933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0569027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0354750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0404596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0418297
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02154603
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.91700
IRS990ScheduleA/PublicSupportPY509Pct00.88040
IRS990ScheduleA/PublicSupportTotal170Amt0407933
IRS990ScheduleA/PublicSupportTotal509Amt01975803
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt059600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt059600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt059600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0178800
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0407933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0569027
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0354750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0404596
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0418297
IRS990ScheduleA/Total509Grp/TotalAmt02154603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0407933
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0407933
IRS990ScheduleA/TotalSupportAmt0407933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0407933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0569027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0354750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0404596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0418297
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02154603
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/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0145253
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Other
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.06$0.07$5.99$4.23$4.10$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$2.38$3.71$1.33
2022Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$4.26$3.35$0.91
2021Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$2.63$2.31$0.33
2020Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$1.94$2.93$0.99
2019Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$7.43$1.71$5.72
2018Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.49$2.60$1.12
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$4.47$4.99$0.53
2015Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$4.08$3.20$0.88
2014Detailed filing. Detailed filing data is available for this year.$4.30$0.02$4.32$5.69$3.77$1.92
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.11$2.40$3.55$4.02$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.00$2.87$4.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.00$3.26$3.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.00$2.76$2.91