Civic Intelligence

Loyal Friesians Horse Rescue

EIN 87-1064084 • 501(c)3 • Santa Clarita, CA

Pub. 78 Eligible

Profile

rescue and provide care for abused,neglected.abomded horses

33530 Steele StreetSanta Clarita, CA 91390

www.loyalfriesians.com

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.88x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.14x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

44th percentile

-0.3%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

43rd percentile

-7.3%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

47%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$13,280

Down $1,053 (-7.3%) from 2023

Liabilities

Down

$11,685

Down $810 (-6.5%) from 2023

Net Assets

Down

$1,595

Down $243 (-13%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin44th percentile

Revenue

Up

$82,083

Up $26,157 (+47%) from 2023

Expenses

Up

$82,326

Up $23,787 (+41%) from 2023

Net Income

Up

-$243

Up $2,370 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$20K$15K$10K$5.0K$0Assets 2021: $18,547Liabilities 2021: $10,571Net Assets 2021: $7,9762021Assets 2022: $17,006Liabilities 2022: $12,555Net Assets 2022: $4,4512022Assets 2023: $14,333Liabilities 2023: $12,495Net Assets 2023: $1,8382023Assets 2024: $13,280Liabilities 2024: $11,685Net Assets 2024: $1,5952024

Highlighted filing

2024

Assets$13,280
Liabilities$11,685
Net Assets$1,595
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2021: $29,241Expenses 2021: $21,265Net Income 2021: $7,9762021Revenue 2022: $43,000Expenses 2022: $46,525Net Income 2022: -$3,5252022Revenue 2023: $55,926Expenses 2023: $58,539Net Income 2023: -$2,6132023Revenue 2024: $82,083Expenses 2024: $82,326Net Income 2024: -$2432024

Highlighted filing

2024

Revenue$82,083
Expenses$82,326
Net Income-$243
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,280
Liabilities
$11,685
Net assets
$1,595
Revenue
$82,083
Expenses
$82,326
Net income
-$243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.3$11.7$1.60$82.1$82.3$0.24
2023Detailed filing. Detailed filing data is available for this year.$14.3$12.5$1.84$55.9$58.5$2.61
2022Detailed filing. Detailed filing data is available for this year.$17.0$12.6$4.45$43.0$46.5$3.53
2021Detailed filing. Detailed filing data is available for this year.$18.5$10.6$7.98$29.2$21.3$7.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$82,083
Mission and Program Overview

Mission

rescue and provide care for abused,neglected.abomded horses

rescue and provide care for abused,neglected.abonded horses

Program Services

DescriptionGrantsExpenses
rescue and provide care for abused,neglected.abonded horses--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa Michelle MerrittCEO - PresidentFT$0--
Iva HaspergerSecretaryPT$0--
Robert FentressTresurerPT$0--
Filing and Contact Details

Filer

Filer Name
Loyal Friesians Horse Rescue
EIN
87-1064084
Phone
3107176842
Address
33530 STEELE STREET, Santa Clarita, CA 91390

Signing Officer

Name
Lisa Merritt
Title
CEO
Phone
3107176842
Signed
2025-10-14
Discuss with paid preparer
Yes

Preparer

Firm
The Fair Share Inc
Address
12340 Santa Monica Blvd Suite 230, Los Angeles, CA 90025
Preparer
Leonora Kogan
Phone
3102075420
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Facility Income 1,189”

Form 990-EZ, Part I, Line 16, Other Expenses

“Depreciation 42,468”

Form 990-EZ, Part I, Line 16, Other Expenses

“Equine care 2,321”

Form 990-EZ, Part I, Line 16, Other Expenses

“Veterinarian 585”

Form 990-EZ, Part I, Line 16, Other Expenses

“Propane Gas Superior Utility 633”

Form 990-EZ, Part I, Line 16, Other Expenses

“Auto Insurance 642”

Form 990-EZ, Part I, Line 16, Other Expenses

“Animal Insurance 150”

Form 990-EZ, Part I, Line 16, Other Expenses

“Property Fire Insurance 2,604”

Form 990-EZ, Part I, Line 16, Other Expenses

“Utilities Electric / Gas / Water Pump 1,688”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank Fees 154”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplements Medicine 1,302”

Form 990-EZ, Part I, Line 16, Other Expenses

“Farrier 1,220”

Form 990-EZ, Part I, Line 16, Other Expenses

“Property Maintenance 2,651”

Form 990-EZ, Part I, Line 16, Other Expenses

“Repairs / 4,805”

Form 990-EZ, Part I, Line 16, Other Expenses

“DMV 653”

Form 990-EZ, Part I, Line 16, Other Expenses

“Websites / Social Media -Advertising 487”

Form 990-EZ, Part I, Line 16, Other Expenses

“Truck DMV / Insurance 994”

Form 990-EZ, Part I, Line 16, Other Expenses

“Truck expenses / gas 1,425”

Form 990-EZ, Part I, Line 16, Other Expenses

“Professional Services 607”

Form 990-EZ, Part I, Line 16, Other Expenses

“Occupancy expenses - property tax 4,152”

Form 990-EZ, Part I, Line 16, Other Expenses

“Licenses 50”

Form 990-EZ, Part II, Line 26, Liabilities

“Mortgage interest Beginning of year 12,495, End of year 11,685”

Raw XML Appendix177 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/PhoneNum03102934975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt033530 STEELE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Clarita
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091390
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014333
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013280
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IRS990EZ/ContributionsGiftsGrantsEtcAmt080894
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IRS990EZ/ExcessOrDeficitForYearAmt0-243
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt013280
IRS990EZ/GrossReceiptsAmt082083
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01838
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01595
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01838
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0060.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Michelle Merritt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Iva Hasperger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Robert Fentress
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO - President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Tresurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069591
IRS990EZ/OtherRevenueTotalAmt01189
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0rescue and provide care for abused,neglected.abonded horses
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0rescue and provide care for abused,neglected.abonded horses
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012735
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012495
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011685
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt082326
IRS990EZ/TotalRevenueAmt082083
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.loyalfriesians.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt053635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0207959
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0207959
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029241
IRS990ScheduleA/Total509Grp/TotalAmt0207959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0207959
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/ExplanationTxt0Facility Income 1,189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 42,468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Equine care 2,321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Veterinarian 585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Propane Gas Superior Utility 633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Auto Insurance 642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Animal Insurance 150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Property Fire Insurance 2,604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Utilities Electric / Gas / Water Pump 1,688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Fees 154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Supplements Medicine 1,302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Farrier 1,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Property Maintenance 2,651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Repairs / 4,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DMV 653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Websites / Social Media -Advertising 487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Truck DMV / Insurance 994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Truck expenses / gas 1,425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Professional Services 607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Occupancy expenses - property tax 4,152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Licenses 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Mortgage interest Beginning of year 12,495, End of year 11,685
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MERRITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03107176842
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOYAL FRIESIANS HORSE RESCUE
ReturnHeader/Filer/BusinessNameControlTxt0LOYA
ReturnHeader/Filer/EIN0871064084
ReturnHeader/Filer/PhoneNum03107176842
ReturnHeader/Filer/USAddress/AddressLine1Txt033530 STEELE STREET
ReturnHeader/Filer/USAddress/CityNm0Santa Clarita
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091390
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800472423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Fair Share Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012340 Santa Monica Blvd Suite 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03102075420
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leonora Kogan
ReturnHeader/ReturnTs02025-10-14T04:12:07-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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