Civic Intelligence

Taking the Reins

990 • Fiscal year 2019 • EIN 95-4688657

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 18, 2020

3919 1/2 Rigali AvenueLos Angeles, CA 90039

(323) 906-1560

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.05x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.08x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$91,225

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

82nd percentile

24%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,435,428

Up $273,294 (+24%) from 2018

Net Assets

Up

$1,369,055

Up $269,074 (+24%) from 2018

Liabilities

Up

$66,373

Up $4,220 (+6.8%) from 2018

Revenue

Up

$792,444

Up $243,925 (+44%) from 2018

Expenses

Up

$523,370

Up $50,857 (+11%) from 2018

Net Income

Up

$269,074

Up $193,068 (+254%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,731,832Liabilities 2010: $1,441,505Net Assets 2010: $1,290,3272010Assets 2011: $2,713,855Liabilities 2011: $1,417,367Net Assets 2011: $1,296,4882011Assets 2012: $2,602,818Liabilities 2012: $1,390,320Net Assets 2012: $1,212,4982012Assets 2013: $2,519,745Liabilities 2013: $1,384,331Net Assets 2013: $1,135,4142013Assets 2014: $989,623Liabilities 2014: $138,581Net Assets 2014: $851,0422014Assets 2015: $974,396Liabilities 2015: $128,461Net Assets 2015: $845,9352015Assets 2016: $1,128,244Liabilities 2016: $116,071Net Assets 2016: $1,012,1732016Assets 2017: $1,098,261Liabilities 2017: $74,286Net Assets 2017: $1,023,9752017Assets 2018: $1,162,134Liabilities 2018: $62,153Net Assets 2018: $1,099,9812018Assets 2019: $1,435,428Liabilities 2019: $66,373Net Assets 2019: $1,369,0552019Assets 2020: $1,769,077Liabilities 2020: $203,741Net Assets 2020: $1,565,3362020Assets 2021: $2,158,480Liabilities 2021: $184,936Net Assets 2021: $1,973,5442021Assets 2022: $3,160,357Liabilities 2022: $191,243Net Assets 2022: $2,969,1142022Assets 2023: $3,202,468Liabilities 2023: $208,500Net Assets 2023: $2,993,9682023Assets 2024: $3,423,755Liabilities 2024: $221,364Net Assets 2024: $3,202,3912024

Highlighted filing

2019

Assets$1,435,428
Liabilities$66,373
Net Assets$1,369,055

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $381,0712010Expenses 2011: $414,5262011Expenses 2012: $460,3252012Revenue 2013: $409,914Expenses 2013: $486,998Net Income 2013: -$77,0842013Revenue 2014: $141,190Expenses 2014: $425,562Net Income 2014: -$284,3722014Revenue 2015: $419,412Expenses 2015: $424,519Net Income 2015: -$5,1072015Revenue 2016: $559,805Expenses 2016: $393,567Net Income 2016: $166,2382016Revenue 2017: $426,730Expenses 2017: $414,194Net Income 2017: $12,5362017Revenue 2018: $548,519Expenses 2018: $472,513Net Income 2018: $76,0062018Revenue 2019: $792,444Expenses 2019: $523,370Net Income 2019: $269,0742019Revenue 2020: $727,917Expenses 2020: $531,636Net Income 2020: $196,2812020Revenue 2021: $969,812Expenses 2021: $561,604Net Income 2021: $408,2082021Revenue 2022: $1,662,670Expenses 2022: $667,100Net Income 2022: $995,5702022Revenue 2023: $813,117Expenses 2023: $785,387Net Income 2023: $27,7302023Revenue 2024: $1,064,307Expenses 2024: $851,073Net Income 2024: $213,2342024

Highlighted filing

2019

Revenue$792,444
Expenses$523,370
Net Income$269,074
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 18, 2020
Return Version
2019v5.0
Gross Receipts
$801,680
Mission and Program Overview

Mission

Taking the Reins is a community-based nonprofit organization which teaches life-skills to teen girls primarily through the care and riding of horses.

Taking the Reins' mission is Advancing Girl Power through HorsePower. Taking the Reins inspires at-risk girls to act with courage and confidence by interacting with horses, farm animals, and nature.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$869,754$1,149,068▲ $279,314
Cash and Non-Interest-Bearing Accounts$290,771$204,474▼ $86,297
Pledges and Grants Receivable-$78,500-
Prepaid Expenses and Deferred Charges$1,609$3,386▲ $1,777
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,162,134$1,435,428▲ $273,294
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$62,153$66,372▲ $4,219
Other Liabilities-$1-
Total Liabilities$62,153$66,373▲ $4,220
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$840,410$1,130,341▲ $289,931
Net Assets With Donor Restrictions$259,571$238,714▼ $20,857
Total Net Assets Fund Balance$1,099,981$1,369,055▲ $269,074
Total Liabilities and Net Assets / Fund Balance$1,162,134$1,435,428▲ $273,294

Asset Categories

AssetBook ValueDepreciationBasis
Land$692,195-$692,195
Buildings$380,351$42,230$422,581
Leasehold Improvements$69,786$26,973$96,759
Equipment$6,736$29,220$35,956
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jane HavenExecutive DirectorFT$91,225$91,225

Board Members and Trustees

NameTitle
Robin MccaryChairman
Kristen JohnsonVice Chair
Beth LeachDirector
Jay JohnsonDirector
Maria BothamDirector
Michael DobsonDirector
Molly NewmanDirector
Fiona ShieldsSecretary
Lisa MartinezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$731,443
Program Service Revenue
$34,730
Investment Income
$0
Other Revenue
$26,271
All Other Contributions
$726,443
Change in Net Assets
$269,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$313,105
Salaries, Compensation, and Employee Benefits$200,908
Total Fundraising Expense$15,745
Professional Fundraising Fees$9,357
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$94,284$24,623$1,874$120,781
Current Officers, Directors, Trustees, and Key Employees$75,800$13,325$2,100$91,225
Other Salaries and Wages$63,680$1,600-$65,280
Occupancy$49,024$4,130-$53,154
Payroll Taxes$39,611$3,883$909$44,403
Insurance$14,699$2,254-$16,953
Office Expenses$8,713$6,340$1,505$16,558
Depreciation Depletion$12,584--$12,584
Fees for Services Professional Fundraising--$9,357$9,357
Interest-$2,905-$2,905
Other Expenses$6$1,493-$1,499
All Other Expenses-$396-$396
Total Functional Expenses$443,911$63,714$15,745$523,370
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,507
Professional Fundraising Fees$9,357
Fundraising Direct Expenses$9,236

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Event$35,507$35,507$9,236$26,271
Total Events$35,507$35,507$9,236$26,271
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The governing board met to review the tax returns and approved the returns for filing.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The governing body compared salaries of like kind positions to determine the compensation to be paid for the executive director.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are made available to the public at the organizations' property if requested.

Filing and Contact Details

Filer

Filer Name
Taking the Reins
EIN
95-4688657
Phone
3239061560
Address
3919 1/2 RIGALI AVENUE, LOS ANGELES, CA 90039

Signing Officer

Name
Jane Haven
Title
Executive Director
Signed
2020-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Haven
Formed
1998
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
72

Preparer

Firm
Lwa Llp
Address
5055 WILSHIRE BLVD SUITE 835, LOS ANGELES, CA 90036
Preparer
Mike C Chen
Phone
3235496900
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

To ensure fiduciary protocol, ttr created an audit review committee

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OccupancyGrp/TotalAmt053154
IRS990/OfficeExpensesGrp/FundraisingAmt01505
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IRS990/OfficeExpensesGrp/TotalAmt016558
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IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12422
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IRS990/OtherExpensesGrp/ProgramServicesAmt16337
IRS990/OtherExpensesGrp/ProgramServicesAmt22826
IRS990/OtherExpensesGrp/ProgramServicesAmt36
IRS990/OtherExpensesGrp/TotalAmt076347
IRS990/OtherExpensesGrp/TotalAmt16680
IRS990/OtherExpensesGrp/TotalAmt25248
IRS990/OtherExpensesGrp/TotalAmt31499
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01600
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt063680
IRS990/OtherSalariesAndWagesGrp/TotalAmt065280
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/FundraisingAmt0909
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01609
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03386
IRS990/PrincipalOfficerNm0JANE HAVEN
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt034730
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0510528
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
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IRS990/PYOtherRevenueAmt017228
IRS990/PYProgramServiceRevenueAmt020763
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IRS990/PYTotalProfFndrsngExpnsAmt020889
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0269074
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt056505
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02554087
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt07035
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02554087
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0380351
IRS990ScheduleD/BuildingsGrp/DepreciationAmt042230
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0422581
IRS990ScheduleD/EquipmentGrp/BookValueAmt06736
IRS990ScheduleD/EquipmentGrp/DepreciationAmt029220
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035956
IRS990ScheduleD/LandGrp/BookValueAmt0692195
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0692195
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt069786
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026973
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt096759
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01149068
IRS990ScheduleD/TotalLiabilityAmt01
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IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0E,F
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IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0PO BOX 33286
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0LOS ANGELES
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GARDEN EVENT
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.22$3.20$1.06$0.85$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.21$2.99$0.81$0.79$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.19$2.97$1.66$0.67$1.00
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.18$1.97$0.97$0.56$0.41
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.20$1.57$0.73$0.53$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.07$1.37$0.79$0.52$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.06$1.10$0.55$0.47$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.07$1.02$0.43$0.41$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.12$1.01$0.56$0.39$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.13$0.85$0.42$0.42$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.14$0.85$0.14$0.43$0.28
2013Detailed filing. Detailed filing data is available for this year.$2.52$1.38$1.14$0.41$0.49$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$1.39$1.21$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$1.42$1.30$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$1.44$1.29$0.38