Civic Intelligence

Zen Equine Retreat Inc.

EIN 87-1088411 • 501(c)3 • Lakewood Ranch, FL

Pub. 78 EligibleNTEE D20

Profile

HORSE RESCUE BOARDING

16315 Baycross DriveLakewood Ranch, FL 34202

n/A

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

NTEE D20 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.00x

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

NTEE D20 • <$500k nonprofits • Source year 2022

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

NTEE D20 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE D20 • <$500k nonprofits • Source year 2022

Asset Growth

98th percentile

1382%

Faster asset growth than 98% of similar nonprofits.

NTEE D20 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

184%

Faster revenue growth than 95% of similar nonprofits.

NTEE D20 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$13,855

Up $12,920 (+1382%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$13,855

Up $12,920 (+1382%) from 2021

Operations
Liabilities / Revenue64th percentileNet Margin67th percentile

Revenue

Up

$95,793

Up $62,060 (+184%) from 2021

Expenses

Up

$82,873

Up $50,075 (+153%) from 2021

Net Income

Up

$12,920

Up $11,985 (+1282%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$15K$10K$5.0K$0Assets 2021: $935Liabilities 2021: $0Net Assets 2021: $9352021Assets 2022: $13,855Liabilities 2022: $0Net Assets 2022: $13,8552022

Highlighted filing

2022

Assets$13,855
Liabilities$0
Net Assets$13,855
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

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

$100K$50K$0Revenue 2021: $33,733Expenses 2021: $32,798Net Income 2021: $9352021Revenue 2022: $95,793Expenses 2022: $82,873Net Income 2022: $12,9202022

Highlighted filing

2022

Revenue$95,793
Expenses$82,873
Net Income$12,920
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$13,855
Liabilities
$0
Net assets
$13,855
Revenue
$95,793
Expenses
$82,873
Net income
$12,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$95.8$82.9$12.9
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$33.7$32.8$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 8, 2024
Return Version
2022v5.0
Gross Receipts
$95,793
Mission and Program Overview

Mission

HORSE RESCUE BOARDING

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT FOR RESCUING HORSES.$0$82,873
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES N DOYLE JRPresidentPT$0--
CINDY MUDGEVP/SecretaryPT$0--
OLGA ZARLENGADirector-$0--
Filing and Contact Details

Filer

Filer Name
Zen Equine Retreat Inc
EIN
87-1088411
Phone
9419551717
Address
16315 BAYCROSS DRIVE, LAKEWOOD RANCH, FL 34202

Signing Officer

Name
James N Doyle Jr
Title
President
Phone
9419551717
Signed
2024-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Maxwell Locke & Ritter Llp
Address
401 CONGRESS AVENUE SUITE 1100, AUSTIN, TX 78701-9682
Preparer
Blaine Martin
Phone
5123703200
Supplemental Narrative

Additional Explanations

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

“Description: renovations. Amount: 15,000. Description: real estate tax. Amount: 2,494. Description: rescue. Amount: 17,800. Description: medical expenses. Amount: 29,601. Description: feed. Amount: 3,226. Description: farrier. Amount: 1,850. Description: other. Amount: 4,674. Total to form 990-ez, line 16: 74,645.”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES N DOYLE JR
IRS990EZ/BooksInCareOfDetail/PhoneNum04407852706
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016315 BAYCROSS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEWOOD RANCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0935
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013855
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt095793
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt012920
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0935
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013855
IRS990EZ/GrossReceiptsAmt095793
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0935
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013855
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0935
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013855
IRS990EZ/OccupancyRentUtltsAndMaintAmt08228
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES N DOYLE JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CINDY MUDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2OLGA ZARLENGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt074645
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HORSE RESCUE BOARDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT FOR RESCUING HORSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082873
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082873
IRS990EZ/TotalProgramServiceExpensesAmt082873
IRS990EZ/TotalRevenueAmt095793
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION'S INITIAL YEAR OF FILING WAS 2021.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt095793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129526
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0129526
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033733
IRS990ScheduleA/Total509Grp/TotalAmt0129526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt095793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033733
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0129526
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/ExplanationTxt0DESCRIPTION: RENOVATIONS. AMOUNT: 15,000. DESCRIPTION: REAL ESTATE TAX. AMOUNT: 2,494. DESCRIPTION: RESCUE. AMOUNT: 17,800. DESCRIPTION: MEDICAL EXPENSES. AMOUNT: 29,601. DESCRIPTION: FEED. AMOUNT: 3,226. DESCRIPTION: FARRIER. AMOUNT: 1,850. DESCRIPTION: OTHER. AMOUNT: 4,674. TOTAL TO FORM 990-EZ, LINE 16: 74,645.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES N DOYLE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09419551717
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZEN EQUINE RETREAT INC
ReturnHeader/Filer/BusinessNameControlTxt0ZENE
ReturnHeader/Filer/EIN0871088411
ReturnHeader/Filer/PhoneNum09419551717
ReturnHeader/Filer/USAddress/AddressLine1Txt016315 BAYCROSS DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD RANCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742900215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAXWELL LOCKE & RITTER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 CONGRESS AVENUE SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0787019682
ReturnHeader/PreparerPersonGrp/PhoneNum05123703200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAINE MARTIN
ReturnHeader/ReturnTs02024-02-12T11:27:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DOYLE JR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.