Civic Intelligence

Lead the Way Equine Therapy Inc

EIN 93-3672255 • Naples, FL

990-N CoverageNTEE D99

Profile

Lead the way equine therapy is dedicated to making a difference in the lives of many. Equine assisted activities have been shown to decrease social anxiety, depression, anger, ptsd all while increasing coping skills,feelings of overall

5737 Hidden Oaks LaneNaples, FL 34119

www.leadthewayequinetherapy.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

28th percentile

-0.8%

Higher net margin than 28% of similar nonprofits.

NTEE D99 • <$500k nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

NTEE D99 • <$500k nonprofits • Source year 2025

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

NTEE D99 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

41st percentile

-1.5%

Faster revenue growth than 41% of similar nonprofits.

NTEE D99 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,522

Down $336 (-18%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$1,522

Down $336 (-18%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$40,305

Down $596 (-1.5%) from 2024

Expenses

Up

$40,641

Up $1,598 (+4.1%) from 2024

Net Income

Down

-$336

Down $2,194 (-118%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$2.0K$1.5K$1.0K$500$0Assets 2024: $1,858Net Assets 2024: $1,8582024Assets 2025: $1,522Net Assets 2025: $1,5222025

Highlighted filing

2025

Assets$1,522
Liabilities-
Net Assets$1,522
Open 2025 Filing

Operations Trend

Revenue Growth41st percentile

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

$60K$40K$20K$0-$20KRevenue 2024: $40,901Expenses 2024: $39,043Net Income 2024: $1,8582024Revenue 2025: $40,305Expenses 2025: $40,641Net Income 2025: -$3362025

Highlighted filing

2025

Revenue$40,305
Expenses$40,641
Net Income-$336
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,522
Liabilities
-
Net assets
$1,522
Revenue
$40,305
Expenses
$40,641
Net income
-$336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.52$1.52$40.3$40.6$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$1.86$40.9$39.0$1.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 9, 2026
Return Version
2025v4.0
Gross Receipts
$40,305
Mission and Program Overview

Mission

Lead the way equine therapy is dedicated to making a difference in the lives of many. Equine assisted activities have been shown to decrease social anxiety, depression, anger, ptsd all while increasing coping skills,feelings of overall

Program Services

DescriptionGrantsExpenses
GENERAL PROGRAM SUPPORT SERVICES$0$9,141
PROVIDES AN OPEN OPPORTUNITY, A SAFE HAVEN FOR THOSE SUFFERING FROM ANXIETY AND DEPRESSION,COMING IN CONTACT WITH MINITURE HORSES AND PETTING THEM PRODUCES RELIEF AND REDUCES STRESS AMONGS OTHER ACTIVITIES.$0$0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAINA LOZIERPrincipalFT$0--
STEPHEN LOZIERTreasuryPT$0--
Filing and Contact Details

Filer

Filer Name
Lead the Way Equine Therapy Inc
EIN
93-3672255
Phone
2392816808
Address
5737 HIDDEN OAKS LANE, NAPLES, FL 34119

Signing Officer

Name
Shaina Lozier
Title
Principal
Phone
2392816808
Signed
2026-03-09
Discuss with paid preparer
Yes

Preparer

Firm
JM CPA Consultant Inc
Address
18465 49th St N, Loxahatchee, FL 33470
Preparer
Jacqueline Mendiondo CPA
Phone
5618270332
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“General program support services”

Form 990EZ, Part I, Line 16

“HORSE CARE 7889.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 213.”

Form 990EZ, Part I, Line 16

“SOFTWARE DUES 900.”

Form 990EZ, Part I, Line 16

“LICENSES AND TAXES 139.”

Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHAINA LOZIER
IRS990EZ/BooksInCareOfDetail/PhoneNum02392816808
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05737 HIDDEN OAKS LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NAPLES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01858
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01522
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033539
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-336
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01522
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040305
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01858
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01522
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01522
IRS990EZ/OccupancyRentUtltsAndMaintAmt030000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAINA LOZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHEN LOZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09141
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LEAD THE WAY EQUINE THERAPY IS DEDICATED TO MAKING A DIFFERENCE IN THE LIVES OF MANY. EQUINE ASSISTED ACTIVITIES HAVE BEEN SHOWN TO DECREASE SOCIAL ANXIETY, DEPRESSION, ANGER, PTSD ALL WHILE INCREASING COPING SKILLS,FEELINGS OF OVERALL
IRS990EZ/ProgramServiceRevenueAmt06766
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES AN OPEN OPPORTUNITY, A SAFE HAVEN FOR THOSE SUFFERING FROM ANXIETY AND DEPRESSION,COMING IN CONTACT WITH MINITURE HORSES AND PETTING THEM PRODUCES RELIEF AND REDUCES STRESS AMONGS OTHER ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GENERAL PROGRAM SUPPORT SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19141
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040641
IRS990EZ/TotalProgramServiceExpensesAmt09141
IRS990EZ/TotalRevenueAmt040305
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.leadthewayequinetherapy.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013763
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt013763
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05997
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013763
IRS990ScheduleA/TotalSupportAmt013763
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GENERAL PROGRAM SUPPORT SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HORSE CARE 7889.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 213.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOFTWARE DUES 900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSES AND TAXES 139.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAINA LOZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL
ReturnHeader/BusinessOfficerGrp/PhoneNum02392816808
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEAD THE WAY EQUINE THERAPY INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0933672255
ReturnHeader/Filer/PhoneNum02392816808
ReturnHeader/Filer/USAddress/AddressLine1Txt05737 HIDDEN OAKS LANE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264643366
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JM CPA Consultant Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018465 49th St N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Loxahatchee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033470
ReturnHeader/PreparerPersonGrp/PhoneNum05618270332
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELINE MENDIONDO CPA
ReturnHeader/ReturnTs02026-03-25T15:22:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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