Civic Intelligence

Equinimity505

990EZ • Fiscal year 2021 • EIN 85-1083201

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

10A Heartstone DriveSanta Fe, NM 87506

(650) 722-2144

Siviq Scores

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

Liabilities / Assets

85th percentile

0.28x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

39th percentile

1.7%

Higher net margin than 39% 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

50th percentile

5.5%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

81st percentile

76%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Up

$10,737

Up $562 (+5.5%) from 2020

Net Assets

Up

$7,725

Up $2,658 (+52%) from 2020

Liabilities

Down

$3,012

Down $2,096 (-41%) from 2020

Revenue

Up

$159,516

Up $68,690 (+76%) from 2020

Expenses

Up

$156,858

Up $76,207 (+94%) from 2020

Net Income

Down

$2,658

Down $7,517 (-74%) from 2020

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2020: $10,175Liabilities 2020: $5,108Net Assets 2020: $5,0672020Assets 2021: $10,737Liabilities 2021: $3,012Net Assets 2021: $7,7252021Assets 2022: $25,527Liabilities 2022: $2,744Net Assets 2022: $22,7832022

Highlighted filing

2021

Assets$10,737
Liabilities$3,012
Net Assets$7,725

Operations Trend

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

$300K$200K$100K$0Revenue 2020: $90,826Expenses 2020: $80,651Net Income 2020: $10,1752020Revenue 2021: $159,516Expenses 2021: $156,858Net Income 2021: $2,6582021Revenue 2022: $241,400Expenses 2022: $226,342Net Income 2022: $15,0582022

Highlighted filing

2021

Revenue$159,516
Expenses$156,858
Net Income$2,658
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$159,516
Mission and Program Overview

Mission

Equinimity505's primary exempt purpose is to educate the community about horses and provide facilities to care for and rehabilitate injured, sick, abandoned or surrendered horses by providing a safe facility to ensure that horses that are injured or abandoned receive adequate support and care.

Equinimity505 Exempt purpose is to educate the community about horses and provide facilities to care for and rehabilitate injured, sick, abandoned or surrendered horses by providing a safe facility to ensure that horses that are injured or abandoned receive adequate support and care.

Program Services

DescriptionGrantsExpenses
EQUINIMITY505 ADOPTS INJURED AND/OR ABANDONED RESCUE HORSES AND IS IN THE ONGOING PROCESS OF REHABILITATING,CARING FOR AND TRAINING THESE HORSES.-$156,858
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori KunkelDirector Pres/TPT$0--
Elisa BongiovanniDirector VP/Sec-$0--
Larry NolenDirector-$0--
Denise HearstDirector-$0--
Filing and Contact Details

Filer

Filer Name
Equinimity505
EIN
85-1083201
Phone
6507222144
Address
10A Heartstone Drive, Santa Fe, NM 87506

Signing Officer

Name
Lori Kunkel
Title
Director Pres/Treasu
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Delagnes Mitchell & Linder LLP
Address
300 Montgomery Street Suite 1050, San Francisco, CA 94104
Preparer
Jill Thorpe
Phone
4159830500
Supplemental Narrative

Additional Explanations

Other Expenses.1

Horse Training Expense $25550

Other Expenses.2

Feed $15340

Other Expenses.3

Barn Expenses $5396

Other Expenses.4

Vet & Farrier Expenses $5038

Other Expenses.5

Taxes & Licenses $4539

Other Expenses.6

Boarding Expense $4000

Other Expenses.7

Vet Supplies $3407

Other Expenses.8

Office Supplies $3072

Other Expenses.9

Job Supplies $3016

Other Expenses.10

Insurance $1349

Other Expenses.11

Meals $1135

Other Expenses.12

Misc Business Expenses $991

Other Expenses.13

Adoption Fee $750

Other Expenses.14

Auto Fuel $610

Other Expenses.15

Advertising & Marketing $451

Other Expenses.16

Bank Charges & Fees $157

Other Expenses.17

Car & Truck $29

Other Expenses.18

Interest Paid $5

Total Liabilities.1

Credit Card - Beginning $4112 Credit Card - Ending $661

Total Liabilities.2

Payroll Liabilities - Beginning $996 Payroll Liabilities - Ending $2351

Form 990 - EZ, Part V Information regarding personal benifit contracts

The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benifit contract.The organization, did not, during the year, pay any premiums,directly, or indirectly,on a personal benifit contract.

Raw XML Appendix196 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Jill Thorpe
IRS990EZ/BooksInCareOfDetail/PhoneNum04159830500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 Montgomery Street Suite 1050
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094140
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010175
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010737
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0155796
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori Kunkel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elisa Bongiovanni
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Larry Nolen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Denise Hearst
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director Pres/T
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director VP/Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074835
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Equinimity505 Exempt purpose is to educate the community about horses and provide facilities to care for and rehabilitate injured, sick, abandoned or surrendered horses by providing a safe facility to ensure that horses that are injured or abandoned receive adequate support and care.
IRS990EZ/ProgramServiceRevenueAmt03720
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EQUINIMITY505 ADOPTS INJURED AND/OR ABANDONED RESCUE HORSES AND IS IN THE ONGOING PROCESS OF REHABILITATING,CARING FOR AND TRAINING THESE HORSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0156858
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043520
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05108
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03012
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0156858
IRS990EZ/TotalProgramServiceExpensesAmt0156858
IRS990EZ/TotalRevenueAmt0159516
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EQ505.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0155796
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0155796
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0215796
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034546
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt094546
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0159516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt090826
IRS990ScheduleA/Total509Grp/TotalAmt0250342
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0159516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090826
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0250342
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/ExplanationTxt0Horse Training Expense $25550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Feed $15340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Barn Expenses $5396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Vet & Farrier Expenses $5038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Taxes & Licenses $4539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Boarding Expense $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Vet Supplies $3407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office Supplies $3072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Job Supplies $3016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Insurance $1349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Meals $1135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Misc Business Expenses $991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Adoption Fee $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Auto Fuel $610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Advertising & Marketing $451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bank Charges & Fees $157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Car & Truck $29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Interest Paid $5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Credit Card - Beginning $4112 Credit Card - Ending $661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Payroll Liabilities - Beginning $996 Payroll Liabilities - Ending $2351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benifit contract.The organization, did not, during the year, pay any premiums,directly, or indirectly,on a personal benifit contract.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990 - EZ, Part V Information regarding personal benifit contracts
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/PersonNm0Lori Kunkel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director Pres/Treasu
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Equinimity505
ReturnHeader/Filer/BusinessNameControlTxt0EQUI
ReturnHeader/Filer/EIN0851083201
ReturnHeader/Filer/PhoneNum06507222144
ReturnHeader/Filer/USAddress/AddressLine1Txt010A Heartstone Drive
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087506
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942941784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Delagnes Mitchell & Linder LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Montgomery Street Suite 1050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jill Thorpe
ReturnHeader/ReturnTs02022-11-15T16:24:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lori
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kunkel
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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