Civic Intelligence

In Step with Horsesinc

990EZ • Fiscal year 2020 • EIN 82-1696050

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 05, 2021

7761 Clarion DrChagrin Falls, OH 44022

(215) 547-4271

Siviq Scores

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

Liabilities / Assets

78th percentile

0.15x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$12,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

89th percentile

120%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

50%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Flat

$37,423

Flat from 2020

Net Assets

$31,996

No earlier filing loaded for comparison.

Liabilities

Flat

$5,427

Flat from 2020

Revenue

Flat

$138,198

Flat from 2020

Expenses

Flat

$123,196

Flat from 2020

Net Income

Flat

$15,002

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2019: $16,994Net Assets 2019: $16,9942019Assets 2020: $37,423Liabilities 2020: $5,427Net Assets 2020: $31,9962020Assets 2020: $37,423Liabilities 2020: $5,4272020Assets 2021: $23,490Liabilities 2021: $0Net Assets 2021: $23,4902021Assets 2022: $582,122Liabilities 2022: $548,256Net Assets 2022: $33,8662022Assets 2023: $548,077Liabilities 2023: $549,586Net Assets 2023: -$1,5092023Assets 2024: $578,984Liabilities 2024: $539,490Net Assets 2024: $39,4942024

Highlighted filing

2020

Assets$37,423
Liabilities$5,427
Net Assets$31,996

Operations Trend

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

$400K$200K$0-$200KRevenue 2019: $92,404Expenses 2019: $88,732Net Income 2019: $3,6722019Revenue 2020: $138,198Expenses 2020: $123,196Net Income 2020: $15,0022020Revenue 2020: $138,198Expenses 2020: $123,196Net Income 2020: $15,0022020Revenue 2021: $159,496Expenses 2021: $168,002Net Income 2021: -$8,5062021Revenue 2022: $228,073Expenses 2022: $217,697Net Income 2022: $10,3762022Revenue 2023: $295,522Expenses 2023: $330,897Net Income 2023: -$35,3752023Revenue 2024: $369,696Expenses 2024: $328,693Net Income 2024: $41,0032024

Highlighted filing

2020

Revenue$138,198
Expenses$123,196
Net Income$15,002
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 5, 2021
Return Version
2020v4.0
Gross Receipts
$138,198
Mission and Program Overview

Mission

Helping people find their strengths and rebalance their lives through a partnership with horses and nature. Connecting clients to licensed mental health professionals and trained therapy horses to promote positive mental health.

Program Services

DescriptionGrantsExpenses
RIDING LESSONS FOR CLIENTS - ENJOYMENT AND LEARNING ABOUT ONESELF THROUGH LEARNING TO RIDE A HORSE SERVING 17 CLIENTS IN 2020.-$42,553
EQUINE FACILITATED THERAPY (EFP) - INDIVIDUAL PSYCHOTHERAPY SESSIONS DELIVERED BY A MENTAL HEALTH PROFESSIONAL SERVING 29 CLIENTS IN 2020.-$39,840
EQUINE FACILITATED LEARNING (EFL) - HORSEMANSHIP BASED LEARNING DESIGNED TO INCREASE CONFIDENCE, MINDFULNESS AND GENERAL WELLBEING OF CLIENTS SERVING 88 CLIENTS IN 2020.-$31,055
ASSESS POTENTIAL CLIENT FOR SUITABILITY FOR PROGRAM AN DETERMINE INDIVIDUAL HEALTH GOALS SERVING 14 CLIENTS IN 2020.-$2,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA HAUSERMANPresident/TrFT$12,000-$12,000
TERESA MORRISVice Preside-$0--
MARIAN HEYINKDirector-$0--
DEB SVOBODADirector-$0--
PHIL CARISDirector-$0--
ELIZABETH LALLYTreasurer-$0--
JESSICA JACOBSENDirector-$0--
Filing and Contact Details

Filer

Filer Name
In Step With Horsesinc
EIN
82-1696050
Phone
2155474271
Address
7761 CLARION DR, CHAGRIN FALLS, OH 44022

Signing Officer

Name
Melissa Hauserman
Title
President/treasurer
Phone
2155474271
Signed
2021-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Sherritt and Associates Inc Cpas
Address
1030 NORTH MAIN ST, NORTH CANTON, OH 44720
Preparer
Jeffrey R Sherritt CPA
Phone
3304974440
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 736 payroll processing fees 911 payroll processing fees 724 payroll processing fees 992 office expenses 1,215 other expenses 928 other expenses 737 other expenses 1,009 payroll processing fees 54 other expenses 55 meeting refreshments 236 insurance 1,849 workers compensation 354 workers compensation 281 workers compensation 385 workers compensation 21 non-investment depreciation 1,434 total 11,921

Form 990-ez, Part II, Line 24

4,300 4,300 less accumulated depreciation 1,683 3,117 total 2,617 1,183

Form 990-ez, Part II, Line 26

PPP LOAN 0 5,427

Form 990-ez, Part III

Helping people find their strengths and rebalance their lives through a partnership with horses and nature. Connecting clients to licensed mental health professionals and trained therapy horses to promote positive mental health.

Form 990-ez, Part III, Line 31

Assess potential client for suitability for program an determine individual health goals serving 14 clients in 2020.

Raw XML Appendix169 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0MELISSA HAUSERMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1TERESA MORRIS
CompensationExplanation/CompensationExplanationGrp/PersonNm2MARIAN HEYINK
CompensationExplanation/CompensationExplanationGrp/PersonNm3DEB SVOBODA
CompensationExplanation/CompensationExplanationGrp/PersonNm4PHIL CARIS
CompensationExplanation/CompensationExplanationGrp/PersonNm5ELIZABETH LALLY
CompensationExplanation/CompensationExplanationGrp/PersonNm6JESSICA JACOBSEN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MELISSA HAUSERMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum02155474271
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07761 CLARION DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHAGRIN FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044022
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036240
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0113384
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015002
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt036208
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt031996
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt012000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA HAUSERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERESA MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIAN HEYINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEB SVOBODA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PHIL CARIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH LALLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JESSICA JACOBSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02617
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01183
IRS990EZ/OtherExpensesTotalAmt011921
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HELPING PEOPLE FIND THEIR STRENGTHS AND REBALANCE THEIR LIVES THROUGH A PARTNERSHIP WITH HORSES AND NATURE. CONNECTING CLIENTS TO LICENSED MENTAL HEALTH PROFESSIONALS AND TRAINED THERAPY HORSES TO PROMOTE POSITIVE MENTAL HEALTH.
IRS990EZ/ProgramServiceRevenueAmt024814
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EQUINE FACILITATED THERAPY (EFP) - INDIVIDUAL PSYCHOTHERAPY SESSIONS DELIVERED BY A MENTAL HEALTH PROFESSIONAL SERVING 29 CLIENTS IN 2020.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EQUINE FACILITATED LEARNING (EFL) - HORSEMANSHIP BASED LEARNING DESIGNED TO INCREASE CONFIDENCE, MINDFULNESS AND GENERAL WELLBEING OF CLIENTS SERVING 88 CLIENTS IN 2020.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2RIDING LESSONS FOR CLIENTS - ENJOYMENT AND LEARNING ABOUT ONESELF THROUGH LEARNING TO RIDE A HORSE SERVING 17 CLIENTS IN 2020.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ASSESS POTENTIAL CLIENT FOR SUITABILITY FOR PROGRAM AN DETERMINE INDIVIDUAL HEALTH GOALS SERVING 14 CLIENTS IN 2020.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039840
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt131055
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt242553
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt050565
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05427
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0123196
IRS990EZ/TotalProgramServiceExpensesAmt0115748
IRS990EZ/TotalRevenueAmt0138198
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.INSTEPWITHHORSES.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0113313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt070057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0183370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt047161
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0230531
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0138127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092404
IRS990ScheduleA/Total509Grp/TotalAmt0230531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0138127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt092404
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0230531
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/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 736 PAYROLL PROCESSING FEES 911 PAYROLL PROCESSING FEES 724 PAYROLL PROCESSING FEES 992 OFFICE EXPENSES 1,215 OTHER EXPENSES 928 OTHER EXPENSES 737 OTHER EXPENSES 1,009 PAYROLL PROCESSING FEES 54 OTHER EXPENSES 55 MEETING REFRESHMENTS 236 INSURANCE 1,849 WORKERS COMPENSATION 354 WORKERS COMPENSATION 281 WORKERS COMPENSATION 385 WORKERS COMPENSATION 21 NON-INVESTMENT DEPRECIATION 1,434 TOTAL 11,921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14,300 4,300 LESS ACCUMULATED DEPRECIATION 1,683 3,117 TOTAL 2,617 1,183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PPP LOAN 0 5,427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HELPING PEOPLE FIND THEIR STRENGTHS AND REBALANCE THEIR LIVES THROUGH A PARTNERSHIP WITH HORSES AND NATURE. CONNECTING CLIENTS TO LICENSED MENTAL HEALTH PROFESSIONALS AND TRAINED THERAPY HORSES TO PROMOTE POSITIVE MENTAL HEALTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSESS POTENTIAL CLIENT FOR SUITABILITY FOR PROGRAM AN DETERMINE INDIVIDUAL HEALTH GOALS SERVING 14 CLIENTS IN 2020.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HAUSERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02155474271
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IN STEP WITH HORSESINC
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0821696050
ReturnHeader/Filer/PhoneNum02155474271
ReturnHeader/Filer/USAddress/AddressLine1Txt07761 CLARION DR
ReturnHeader/Filer/USAddress/CityNm0CHAGRIN FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044022
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341668165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERRITT AND ASSOCIATES INC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01030 NORTH MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044720
ReturnHeader/PreparerPersonGrp/PhoneNum03304974440
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY R SHERRITT CPA
ReturnHeader/ReturnTs02021-08-09T07:11:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAUSERMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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