Civic Intelligence

Equestrian Aid Foundation Inc.

990 • Fiscal year 2021 • EIN 65-0546516

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

11924 West Forest Hill Blvd APT 10AWellington, FL 33414

(800) 792-6068

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

50th percentile

12%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

42nd percentile

5.3%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

36%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$647,611

Up $32,792 (+5.3%) from 2020

Net Assets

Up

$647,611

Up $32,792 (+5.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$263,434

Up $69,361 (+36%) from 2020

Expenses

Down

$230,642

Down $62,759 (-21%) from 2020

Net Income

Up

$32,792

Up $132,120 (+133%) from 2020

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

2021

Assets$647,611
Liabilities$0
Net Assets$647,611

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

2021

Revenue$263,434
Expenses$230,642
Net Income$32,792
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Gross Receipts
$263,434
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$614,634$547,407▼ $67,227
Savings and Temporary Cash Investments-$100,019-
Prepaid Expenses and Deferred Charges$185$185→ $0
Total Assets$614,819$647,611▲ $32,792
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$614,819$647,611▲ $32,792
Total Net Assets Fund Balance$614,819$647,611▲ $32,792
Total Liabilities and Net Assets / Fund Balance$614,819$647,611▲ $32,792
Compensation and Service Providers

Board Members and Trustees

NameTitle
James AndersonBoard Member
Jenny DunionBoard Member
Linda AndrisaniBoard Member
Louise RiggioBoard Member
Missy Luczak-SmithBoard Member
Monique KeitzBoard Member
Nancy HookerBoard Member
Nora KornheislBoard Member
Robert RossBoard Member
Scot EvansBoard Member
Tricia BrennanBoard Member
Amanda Harlan MaltasBaord Member
Marilou CaseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$263,424
Program Service Revenue
$0
Investment Income
$10
Other Revenue
$0
All Other Contributions
$263,424
Change in Net Assets
$32,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$144,551
Salaries, Compensation, and Employee Benefits$69,830
Other Expenses$16,261
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$144,551--$144,551
Other Salaries and Wages-$64,780-$64,780
Payroll Taxes-$5,050-$5,050
Information Technology-$3,388-$3,388
Fees for Services Accounting-$2,496-$2,496
Insurance-$1,908-$1,908
Office Expenses-$1,844-$1,844
Occupancy-$1,252-$1,252
Other Expenses-$105-$105
Advertising-$75-$75
Total Functional Expenses$144,551$86,091$0$230,642
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
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
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, Line 11B

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

Form 990, Part VI, Line 12C

A conflict of interest document is signed annually by all members of the Board of Directors

Filing and Contact Details

Filer

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

Signing Officer

Name
Marilou Case
Title
Treasurer
Phone
8007926068
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marilou Case
Formed
1994
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
2

Preparer

Firm
Louis F Patten CPA
Address
7556 Lake Worth Rd Ste 105, Lake Worth, FL 33467
Preparer
Louis F Patten
Phone
5618680426
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0193680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0741033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0148510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0446710
IRS990ScheduleA/Total509Grp/TotalAmt01793357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0263424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0193680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0741033
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0148510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0446710
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01793357
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/GrantTypeTxt0Aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0144551
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt066
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 has been prepared from accounting records prepared by our accounting firm.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A conflict of interest document is signed annually by all members of the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0614819
IRS990/TotalAssetsEOYAmt0647611
IRS990/TotalAssetsGrp/BOYAmt0614819
IRS990/TotalAssetsGrp/EOYAmt0647611
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0263424
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086091
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0144551
IRS990/TotalFunctionalExpensesGrp/TotalAmt0230642
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0614819
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0647611
IRS990/TotalProgramServiceExpensesAmt0144551
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263434
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0614819
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0647611
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011924 West Forest Hill Blvd
IRS990/USAddress/CityNm0Wellington
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033414
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0equestrianaidfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marilou Case
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08007926068
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Equestrian Aid Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EQUE
ReturnHeader/Filer/EIN0650546516
ReturnHeader/Filer/PhoneNum08007926068
ReturnHeader/Filer/USAddress/AddressLine1Txt011924 West Forest Hill Blvd APT 10A
ReturnHeader/Filer/USAddress/CityNm0Wellington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033414
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Louis F Patten CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07556 Lake Worth Rd Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Worth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033467
ReturnHeader/PreparerPersonGrp/PhoneNum05618680426
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis F Patten
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-10T12:09:53-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marilou
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Case
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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
Peer Organizations

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