Civic Intelligence

Northwest Therapeutic Riding Center

EIN 91-1556276 • 501(c)3 • Bellingham, WA

Profile

Provides weekly equine facilitated therapy to approximately 30 special needs people in whatcom county washington

1884 E Kelly RoadBellingham, WA 98226

nwtrc.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

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

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

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

57th percentile

5.8%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

94th percentile

$52,003

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 27.3% of source-year revenue.

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

Asset Growth

62nd percentile

4.6%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

50th percentile

-2.4%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Up

$286,226

Up $12,465 (+4.6%) from 2023

Liabilities

Down

$4,549

Down $10,251 (-69%) from 2023

Net Assets

Up

$281,677

Up $22,716 (+8.8%) from 2023

Revenue

Down

$190,810

Down $4,614 (-2.4%) from 2023

Expenses

Up

$179,800

Up $13,227 (+7.9%) from 2023

Net Income

Down

$11,010

Down $17,841 (-62%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $27,737Liabilities 2011: $2,1852011Assets 2012: $34,243Liabilities 2012: $1732012Assets 2013: $51,169Liabilities 2013: $1,9362013Assets 2014: $77,598Liabilities 2014: $6012014Assets 2015: $105,840Liabilities 2015: $02015Assets 2016: $130,290Liabilities 2016: $2,7292016Assets 2017: $134,689Liabilities 2017: $2,0732017Assets 2018: $126,818Liabilities 2018: $2,4782018Assets 2019: $150,366Liabilities 2019: $3,5802019Assets 2020: $198,871Liabilities 2020: $20,5652020Assets 2021: $238,812Liabilities 2021: $36,313Net Assets 2021: $202,4992021Assets 2022: $242,950Liabilities 2022: $12,8402022Assets 2023: $273,761Liabilities 2023: $14,800Net Assets 2023: $258,9612023Assets 2024: $286,226Liabilities 2024: $4,549Net Assets 2024: $281,6772024

Highlighted filing

2024

Assets$286,226
Liabilities$4,549
Net Assets$281,677

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $67,607Expenses 2011: $80,871Net Income 2011: -$13,2642011Revenue 2012: $90,384Expenses 2012: $81,866Net Income 2012: $8,5182012Revenue 2013: $101,478Expenses 2013: $86,075Net Income 2013: $15,4032013Revenue 2014: $123,512Expenses 2014: $95,748Net Income 2014: $27,7642014Revenue 2015: $145,597Expenses 2015: $116,754Net Income 2015: $28,8432015Revenue 2016: $129,298Expenses 2016: $107,577Net Income 2016: $21,7212016Revenue 2017: $155,100Expenses 2017: $150,045Net Income 2017: $5,0552017Revenue 2018: $140,770Expenses 2018: $149,046Net Income 2018: -$8,2762018Revenue 2019: $162,943Expenses 2019: $140,497Net Income 2019: $22,4462019Revenue 2020: $151,606Expenses 2020: $120,086Net Income 2020: $31,5202020Revenue 2021: $169,954Expenses 2021: $145,761Net Income 2021: $24,1932021Revenue 2022: $178,052Expenses 2022: $150,441Net Income 2022: $27,6112022Revenue 2023: $195,424Expenses 2023: $166,573Net Income 2023: $28,8512023Revenue 2024: $190,810Expenses 2024: $179,800Net Income 2024: $11,0102024

Highlighted filing

2024

Revenue$190,810
Expenses$179,800
Net Income$11,010

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.05$2.82$1.91$1.80$0.11
2023Summary only. Only limited summary data is available for this year.$2.74$0.15$2.59$1.95$1.67$0.29
2022Summary only. Only limited summary data is available for this year.$2.43$0.13$1.78$1.50$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.36$2.02$1.70$1.46$0.24
2020Summary only. Only limited summary data is available for this year.$1.99$0.21$1.52$1.20$0.32
2019Summary only. Only limited summary data is available for this year.$1.50$0.04$1.63$1.40$0.22
2018Summary only. Only limited summary data is available for this year.$1.27$0.02$1.41$1.49$0.08
2017Summary only. Only limited summary data is available for this year.$1.35$0.02$1.55$1.50$0.05
2016Summary only. Only limited summary data is available for this year.$1.30$0.03$1.29$1.08$0.22
2015Summary only. Only limited summary data is available for this year.$1.06$0.00$1.46$1.17$0.29
2014Summary only. Only limited summary data is available for this year.$0.78$0.01$1.24$0.96$0.28
2013Summary only. Only limited summary data is available for this year.$0.51$0.02$1.01$0.86$0.15
2012Summary only. Only limited summary data is available for this year.$0.34$0.00$0.90$0.82$0.09
2011Summary only. Only limited summary data is available for this year.$0.28$0.02$0.68$0.81$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 5, 2025
Return Version
2024v5.1
Gross Receipts
$207,838
Mission and Program Overview

Mission

Equine facilitated therapy

Provides weekly equine facilitated therapy to approximately 75 special needs people in whatcom county washington

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$161,887$173,803▲ $11,916
Cash and Non-Interest-Bearing Accounts$78,511$62,176▼ $16,335
Land, Buildings, and Equipment, Net$33,363$50,247▲ $16,884
Total Assets$273,761$286,226▲ $12,465
Liabilities
Accounts Payable and Accrued Expenses$14,800$4,549▼ $10,251
Total Liabilities$14,800$4,549▼ $10,251
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$258,961$281,677▲ $22,716
Total Net Assets Fund Balance$258,961$281,677▲ $22,716
Total Liabilities and Net Assets / Fund Balance$273,761$286,226▲ $12,465

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,431$7,979-
Other Land Buildings$32,397$11,111-
Equipment$1,419$26,520-
Leasehold Improvements-$16,355-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hilary GrohInstructorFT$40,862$11,141$52,003
Julia BozzoProgram DirectorPT$14,400-$14,400
Melissa BrottenProgram AssistantPT$8,140-$8,140

Board Members and Trustees

NameTitle
Christine CoderChair
Amy JonesDirector
Greg SiegDirector
Kaileigh HubbardDirector
Mike BozzoDirector
Phil SimmonsDirector
Terri PlakeDirector
Pam CadySecretary
Chris CastleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$90,807
Program Service Revenue
$32,013
Investment Income
$7,568
Other Revenue
$60,422
All Other Contributions
$57,807
Change in Net Assets
$11,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,409
Salaries, Compensation, and Employee Benefits$85,391
Total Fundraising Expense$95
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$48,182$14,400-$62,582
Occupancy$35,611$2,202-$37,813
All Other Expenses$36,804$105-$36,909
Payroll Taxes$10,432$1,236-$11,668
Pension Plan Contributions$11,141--$11,141
Insurance$5,919$814-$6,733
Depreciation Depletion$6,116--$6,116
Office Expenses$1,940$256$80$2,276
Other Expenses$1,163$20-$1,163
Fees for Services Accounting-$550-$550
Advertising$399$15$15$429
Total Functional Expenses$160,107$19,598$95$179,800
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,450
Fundraising Direct Expenses$17,028
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bits & Bites$63,907$63,102$2,603$60,499
Golf Tourn$12,199$12,199-$12,199
Total Events$76,106$75,301$14,541$60,760
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

Form 990 was reviewed at the monthly meeting

Part VI Line 19

Documents available upon request

Filing and Contact Details

Filer

Filer Name
Northwest Therapeutic Riding Center
EIN
91-1556276
In Care Of
% JULIA BOZZO
Phone
3609662124
Address
1884 E KELLY ROAD, Bellingham, WA 98226

Signing Officer

Name
Julia Bozzo
Title
Executive Director
Phone
3607391990
Signed
2025-07-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Bozzo
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
100

Preparer

Firm
Susan Skugstad
Address
6006 BARR ROAD, FERNDALE, WA 98248
Preparer
Susan I Skugstad
Phone
3602963024
Supplemental Narrative

Additional Explanations

Part IX Line 24E

BOARD EXPENSE Total expenses - $124.00 Program service expenses - $124.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

DUES & SUBSCRIPTIONS Total expenses - $1782.00 Program service expenses - $1782.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

EDUCATION Total expenses - $1777.00 Program service expenses - $1777.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

FARRIER Total expenses - $5300.00 Program service expenses - $5300.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

HORSE EQUIPMENT & TRAININ Total expenses - $6516.00 Program service expenses - $6516.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

LESSONS Total expenses - $161.00 Program service expenses - $161.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

VEHICLE Total expenses - $5809.00 Program service expenses - $5704.00 Mgmt and general expenses - $105.00 Fundraising expenses - $0.00

Part IX Line 24E

VETERINARIAN Total expenses - $15440.00 Program service expenses - $15440.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part XI Line 9

Payroll liabilities adjustment conversion to new payroll provider

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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OccupancyGrp/ManagementAndGeneralAmt02202
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0256
IRS990/OfficeExpensesGrp/ProgramServicesAmt01940
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IRS990/OtherExpensesGrp/Desc2HORSE ACQUISITION
IRS990/OtherExpensesGrp/Desc3VOLUNTEER SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020
IRS990/OtherExpensesGrp/ProgramServicesAmt082
IRS990/OtherExpensesGrp/ProgramServicesAmt190
IRS990/OtherExpensesGrp/ProgramServicesAmt22228
IRS990/OtherExpensesGrp/ProgramServicesAmt31163
IRS990/OtherExpensesGrp/TotalAmt082
IRS990/OtherExpensesGrp/TotalAmt1110
IRS990/OtherExpensesGrp/TotalAmt22228
IRS990/OtherExpensesGrp/TotalAmt31163
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01236
IRS990/PayrollTaxesGrp/ProgramServicesAmt010432
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JULIA BOZZO
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0138888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0145196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0132486
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt026520
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt027939
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt016355
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt016355
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt032397
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011111
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt043508
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050247
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0805
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014541
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BITS & BITES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS REVIEWED AT THE MONTHLY MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD EXPENSE Total expenses - $124.00 Program service expenses - $124.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & SUBSCRIPTIONS Total expenses - $1782.00 Program service expenses - $1782.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATION Total expenses - $1777.00 Program service expenses - $1777.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FARRIER Total expenses - $5300.00 Program service expenses - $5300.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HORSE EQUIPMENT & TRAININ Total expenses - $6516.00 Program service expenses - $6516.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LESSONS Total expenses - $161.00 Program service expenses - $161.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8VEHICLE Total expenses - $5809.00 Program service expenses - $5704.00 Mgmt and general expenses - $105.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9VETERINARIAN Total expenses - $15440.00 Program service expenses - $15440.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL LIABILITIES ADJUSTMENT CONVERSION TO NEW PAYROLL PROVIDER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part XI Line 9
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0286226
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IRS990/TotalAssetsGrp/EOYAmt0286226
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019598
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160107
IRS990/TotalFunctionalExpensesGrp/TotalAmt0179800
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014800
IRS990/TotalLiabilitiesEOYAmt04549
IRS990/TotalLiabilitiesGrp/BOYAmt014800
IRS990/TotalLiabilitiesGrp/EOYAmt04549
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IRS990/TotalVolunteersCnt0100
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

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