Civic Intelligence

The Lucky Horse Sanctuary Inc

EIN 85-3620228 • 501(c)3 • Coconut Creek, FL

Profile

To provide animal assisted psychotherapy, using rescued horses and farm animals, to children and adults with substance abuse and mental disorders.

5430 Lyons Rd 306Coconut Creek, FL 33073

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

53rd percentile

3.3%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

96th percentile

220%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

531%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$4,538

Up $3,120 (+220%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$4,538

Up $3,120 (+220%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$95,479

Up $80,345 (+531%) from 2021

Expenses

Up

$92,359

Up $78,643 (+573%) from 2021

Net Income

Up

$3,120

Up $1,702 (+120%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0K$4.0K$2.0K$0Assets 2021: $1,418Net Assets 2021: $1,4182021Assets 2022: $4,538Net Assets 2022: $4,5382022

Highlighted filing

2022

Assets$4,538
Liabilities-
Net Assets$4,538
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2021: $15,134Expenses 2021: $13,716Net Income 2021: $1,4182021Revenue 2022: $95,479Expenses 2022: $92,359Net Income 2022: $3,1202022

Highlighted filing

2022

Revenue$95,479
Expenses$92,359
Net Income$3,120
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,538
Liabilities
-
Net assets
$4,538
Revenue
$95,479
Expenses
$92,359
Net income
$3,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.54$4.54$95.5$92.4$3.12
2021Detailed filing. Detailed filing data is available for this year.$1.42$1.42$15.1$13.7$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$95,479
Mission and Program Overview

Mission

To provide animal assisted psychotherapy, using rescued horses and farm animals, to children and adults with substance abuse and mental disorders.

Program Services

DescriptionGrantsExpenses
rehabilitating animals so they can serve as emotional support for individuals. This creates a community where people heal & thrive, where trauma is not a sentence to a lifetime of suffering. Results can be observed on youth & young adults.-$38,110
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAIR BARONEPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Lucky Horse Sanctuary Inc
EIN
85-3620228
Phone
5618601404
Address
5430 LYONS RD 306, COCONUT CREEK, FL 33073

Signing Officer

Name
Blair Barone
Title
President
Signed
2023-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Paul Adams CPA Pa
Address
1045 E ATLANTIC AVENUE 300, DELRAY BEACH, FL 33483
Preparer
Paul Adams cpa
Phone
5612657285
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1220”

Other Expenses.1

“FEED & HAY $44135”

Other Expenses.2

“LABOR-HORSE CARE $38110”

Other Expenses.3

“UTLITIES $3627”

Other Expenses.4

“SUPPLIES-OTHER $2140”

Other Expenses.5

“GROOMING SUPPLIES $1500”

Other Expenses.6

“BARN EXPENSES $507”

Raw XML Appendix131 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/PersonNm0BLAIR BARONE
IRS990EZ/BooksInCareOfDetail/PhoneNum05618601404
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05430 LYONS ROAD 306
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COCONUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04538
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt095479
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03120
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01120
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01418
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04538
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt095479
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01418
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04538
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01418
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04538
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BLAIR BARONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt091239
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ANIMAL ASSISTED PSYCHOTHERAPY, USING RESCUED HORSES AND FARM ANIMALS, TO CHILDREN AND ADULTS WITH SUBSTANCE ABUSE AND MENTAL DISORDERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0rehabilitating animals so they can serve as emotional support for individuals. This creates a community where people heal & thrive, where trauma is not a sentence to a lifetime of suffering. Results can be observed on youth & young adults.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038110
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt092359
IRS990EZ/TotalProgramServiceExpensesAmt038110
IRS990EZ/TotalRevenueAmt095479
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt095479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0113613
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0113613
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt095479
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018134
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0113613
IRS990ScheduleA/TotalSupportAmt0113613
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FEED & HAY $44135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LABOR-HORSE CARE $38110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTLITIES $3627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES-OTHER $2140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GROOMING SUPPLIES $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BARN EXPENSES $507
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAIR BARONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LUCKY HORSE SANCTUARY INC
ReturnHeader/Filer/BusinessNameControlTxt0LUCK
ReturnHeader/Filer/EIN0853620228
ReturnHeader/Filer/PhoneNum05618601404
ReturnHeader/Filer/USAddress/AddressLine1Txt05430 LYONS RD 306
ReturnHeader/Filer/USAddress/CityNm0COCONUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033073
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650159625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL ADAMS CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01045 E ATLANTIC AVENUE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELRAY BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033483
ReturnHeader/PreparerPersonGrp/PhoneNum05612657285
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Adams cpa
ReturnHeader/ReturnTs02023-11-03T06:43:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BLAIR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARONE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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