Civic Intelligence

Connected Horse

990EZ • Fiscal year 2021 • EIN 81-1502726

Dec 01, 2020 to Nov 30, 2021 • Filed on Aug 15, 2022

2351 Sunset Blvd Ste 170-143Rocklin, CA 95765

(916) 708-4904

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

95th percentile

223%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

91st percentile

181%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$99,620

Up $68,785 (+223%) from 2020

Net Assets

Up

$99,620

Up $68,785 (+223%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$184,269

Up $118,709 (+181%) from 2020

Expenses

Down

$113,400

Down $12,006 (-9.6%) from 2020

Net Income

Up

$70,869

Up $130,715 (+218%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $129,877Liabilities 2018: $0Net Assets 2018: $129,8772018Assets 2019: $92,133Liabilities 2019: $0Net Assets 2019: $92,1332019Assets 2020: $30,835Liabilities 2020: $0Net Assets 2020: $30,8352020Assets 2021: $99,620Liabilities 2021: $0Net Assets 2021: $99,6202021Assets 2022: $426,647Liabilities 2022: $0Net Assets 2022: $426,6472022Assets 2023: $360,905Liabilities 2023: $103Net Assets 2023: $360,8022023Assets 2024: $439,534Liabilities 2024: $2,577Net Assets 2024: $436,9572024

Highlighted filing

2021

Assets$99,620
Liabilities$0
Net Assets$99,620

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2018: $137,514Expenses 2018: $34,949Net Income 2018: $102,5652018Revenue 2019: $73,742Expenses 2019: $111,475Net Income 2019: -$37,7332019Revenue 2020: $65,560Expenses 2020: $125,406Net Income 2020: -$59,8462020Revenue 2021: $184,269Expenses 2021: $113,400Net Income 2021: $70,8692021Revenue 2022: $464,759Expenses 2022: $138,934Net Income 2022: $325,8252022Revenue 2023: $195,394Expenses 2023: $261,124Net Income 2023: -$65,7302023Revenue 2024: $282,678Expenses 2024: $210,060Net Income 2024: $72,6182024

Highlighted filing

2021

Revenue$184,269
Expenses$113,400
Net Income$70,869
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.0
Gross Receipts
$184,269
Mission and Program Overview

Mission

To assist dementia patients with human animal connections.

Program Services

DescriptionGrantsExpenses
TO ASSIST DEMENTIA PATIENTS WITH HUMAN ANIMAL CONNECTIONS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA HERTELPresident & CEOPT$0--
BERNARD WHEELER MEDLEYSecretary-$0--
NANCY SCHEIR ANZELMOCFOPT$0--
CLAUDIA SONDERBoard Member-$0--
LIZ WILLIAMBoard Member-$0--
ELKE TEKINBoard Member-$0--
ELIZABETH LANDSVERKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Connected Horse
EIN
81-1502726
Address
2351 SUNSET BLVD STE 170-143, ROCKLIN, CA 95765

Signing Officer

Name
Paula Hertel
Title
Director
Signed
2022-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Craig Workinger Cpas Inc
Address
Po Box 230851, Encinitas, CA 92023
Preparer
Craig Workinger
Phone
7602305040
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $252

Other Expenses.1009

Depreciation $759

Other Expenses.1012

Insurance $1621

Other Expenses.1

Independent contractors $39261

Other Expenses.2

Alameda grant expenses $20000

Other Expenses.3

Professional development $13550

Other Expenses.4

Coordinating expense $10604

Other Expenses.5

ADMIN OVERSIGHT $6000

Other Expenses.6

RESEARCH EXPENSES $5000

Other Expenses.7

SITE EXPENSES $3482

Other Expenses.8

SUPPLIES $2592

Other Expenses.10

Recruitment expenses $1103

Other Expenses.11

EDUCATIONAL EXPENSE $973

Other Expenses.12

Fundraising expenses $871

Other Expenses.13

MEETING EXPENSES $622

Other Expenses.14

GIFTS $415

Other Expenses.15

WEBSITE $370

Other Expenses.16

COMPUTER EXPENSES $162

Other Expenses.18

DONATION EXPENSE $53

Other Expenses.19

BANK CHARGES $42

Other Expenses.20

Payroll processing fees $40

Other Expenses.21

MGE BUSINESS EXPENSES $2

Other Assets.1003

Machinery and Equipment - Beginning $1897 Machinery and Equipment - Ending $1138

Raw XML Appendix209 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09167084904
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0957654338
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028938
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt098482
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0184269
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt070869
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt099620
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0184269
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030835
IRS990EZ/NetAssetsOrFundBalancesEOYAmt099620
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030835
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAULA HERTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BERNARD WHEELER MEDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY SCHEIR ANZELMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLAUDIA SONDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LIZ WILLIAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELKE TEKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH LANDSVERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01897
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01138
IRS990EZ/OtherChangesInNetAssetsAmt0-2084
IRS990EZ/OtherExpensesTotalAmt0107774
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST DEMENTIA PATIENTS WITH HUMAN ANIMAL CONNECTIONS.
IRS990EZ/PrintingPublicationsPostageAmt02084
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ASSIST DEMENTIA PATIENTS WITH HUMAN ANIMAL CONNECTIONS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0113400
IRS990EZ/TotalRevenueAmt0184269
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0184269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0137514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0461085
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0461085
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0184269
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0137514
IRS990ScheduleA/Total509Grp/TotalAmt0461085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0184269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0137514
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0461085
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INDEPENDENT CONTRACTORS $39261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALAMEDA GRANT EXPENSES $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL DEVELOPMENT $13550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COORDINATING EXPENSE $10604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMIN OVERSIGHT $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RESEARCH EXPENSES $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SITE EXPENSES $3482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES $2592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RECRUITMENT EXPENSES $1103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12EDUCATIONAL EXPENSE $973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13FUNDRAISING EXPENSES $871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEETING EXPENSES $622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15GIFTS $415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16WEBSITE $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17COMPUTER EXPENSES $162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18DONATION EXPENSE $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19BANK CHARGES $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20PAYROLL PROCESSING FEES $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21MGE BUSINESS EXPENSES $2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Machinery and Equipment - Beginning $1897 Machinery and Equipment - Ending $1138
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Assets.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA HERTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONNECTED HORSE
ReturnHeader/Filer/BusinessNameControlTxt0CONN
ReturnHeader/Filer/EIN0811502726
ReturnHeader/Filer/USAddress/AddressLine1Txt02351 SUNSET BLVD STE 170-143
ReturnHeader/Filer/USAddress/CityNm0ROCKLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095765
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364547237
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAIG WORKINGER CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Po Box 230851
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encinitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092023
ReturnHeader/PreparerPersonGrp/PhoneNum07602305040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG WORKINGER
ReturnHeader/ReturnTs02022-08-15T09:51:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAULA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERTEL
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

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Filings