Civic Intelligence

Calypso Equestrian

990 • Fiscal year 2019 • EIN 98-1420729

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 16, 2020

2647 Alpine RoadMenlo Park, CA 94025

(604) 837-2738

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

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

Liabilities / Revenue

15th percentile

0.00x

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

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

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$37,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

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

Asset Growth

100th percentile

8188%

Faster asset growth than 100% of similar nonprofits.

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

Revenue Growth

98th percentile

462%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$520,925

Up $514,640 (+8188%) from 2018

Net Assets

Up

$520,925

Up $514,640 (+8188%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$1,020,000

Up $838,550 (+462%) from 2018

Expenses

Up

$505,360

Up $330,195 (+189%) from 2018

Net Income

Up

$514,640

Up $508,355 (+8088%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $6,285Liabilities 2018: $0Net Assets 2018: $6,2852018Assets 2019: $520,925Liabilities 2019: $0Net Assets 2019: $520,9252019Assets 2020: $481,529Liabilities 2020: $0Net Assets 2020: $481,5292020Assets 2021: $505,710Liabilities 2021: $0Net Assets 2021: $505,7102021Assets 2022: $506,674Liabilities 2022: $0Net Assets 2022: $506,6742022Assets 2023: $82,833Liabilities 2023: $0Net Assets 2023: $82,8332023Assets 2024: $37,198Liabilities 2024: $0Net Assets 2024: $37,1982024Assets 2025: $371,469Liabilities 2025: $0Net Assets 2025: $371,4692025

Highlighted filing

2019

Assets$520,925
Liabilities$0
Net Assets$520,925

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $181,450Expenses 2018: $175,165Net Income 2018: $6,2852018Revenue 2019: $1,020,000Expenses 2019: $505,360Net Income 2019: $514,6402019Revenue 2020: $500,000Expenses 2020: $539,396Net Income 2020: -$39,3962020Revenue 2021: $486,000Expenses 2021: $461,294Net Income 2021: $24,7062021Revenue 2022: $500,000Expenses 2022: $499,036Net Income 2022: $9642022Revenue 2023: $0Expenses 2023: $423,841Net Income 2023: -$423,8412023Revenue 2024: $400,000Expenses 2024: $445,635Net Income 2024: -$45,6352024Revenue 2025: $1,000,000Expenses 2025: $665,729Net Income 2025: $334,2712025

Highlighted filing

2019

Revenue$1,020,000
Expenses$505,360
Net Income$514,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 16, 2020
Return Version
2019v5.1
Gross Receipts
$1,020,000
Mission and Program Overview

Mission

Prevention of cruelty to animals by facilitating the rehabilitation and retraining of horses in transition with a focus on community education and compassionate, responsible horse ownership and care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$6,285$476,508▲ $470,223
Land, Buildings, and Equipment, Net$0$44,417▲ $44,417
Total Assets$6,285$520,925▲ $514,640
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,285$520,925▲ $514,640
Total Net Assets Fund Balance$6,285$520,925▲ $514,640
Total Liabilities and Net Assets / Fund Balance$6,285$520,925▲ $514,640

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$44,417$3,083$47,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Julia DarlingPresidentFT$37,000$37,000

Board Members and Trustees

NameTitle
Krystal GriffinSecretary
Kimberly Mae BaileyTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,020,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,020,000
Change in Net Assets
$514,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$299,075
Grants and Similar Amounts Paid$206,285
Total Fundraising Expense$11,407
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$206,285--$206,285
Occupancy$93,722--$93,722
Fees for Services Other$20,376$3,018-$23,394
Advertising--$11,407$11,407
Office Expenses$96$4,316-$4,412
Fees for Services Accounting-$4,198-$4,198
Depreciation Depletion$3,083--$3,083
Insurance$1,990--$1,990
Other Expenses$1,560$148-$1,560
Travel$796--$796
Fees for Services Legal-$494-$494
Total Functional Expenses$481,779$12,174$11,407$505,360
International Activity

International Summary

Offices
0
Employees
0
Spending
$206,285

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaGrantsEmergency and Retired Horse Care, Compassionate Care Education, Commmunity Outreach00$206,285
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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, Section A, Line 8B

The organization currently does not have a committee with authority to act on behalf of the board.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the board and legal counsel for accuracy and completeness. All questions arising during this review process are resolved prior to the filing of the form.

Form 990, Part VI, Section B, Line 12C

Every director reviews and signs the confilict of interest policy statement every year. Members must disclose potential conflicts, and then we determine whether they are in fact conflicts. Directors recuse themselves from voting on issues for withich the board concludes they have a conflict. Our organization always adheres to this policy.

Form 990, Part VI, Section C, Line 19

All governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Calypso Equestrian
EIN
98-1420729
Phone
6048372738
Address
2647 ALPINE ROAD, MENLO PARK, CA 94025

Signing Officer

Name
Julia Darling
Title
President
Phone
6048372738
Signed
2020-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julia Darling
Formed
2018
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
15

Preparer

Firm
Armanino Llp
Address
50 W SAN FERNANDO ST STE 500, SAN JOSE, CA 95113
Preparer
Matthew Petroski
Phone
4082006400
Raw XML Appendix385 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.

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IRS990/Desc0TRANSITIONING HORSES FOR A SUCCESSFUL LIFE ("CALYPSO HEAD STARTPROGRAM")THE CALYPSO HEAD START PROGRAM IS DESIGNED TO GIVE EACH HORSE WE WORK WITH THE VERY BEST CHANCE FOR A SUCCESSFUL TRANSITIONAL CAREER. EACH HORSE IN OUR PROGRAM RECEIVES THE FOLLOWING:-FULL BOARD WITH TURNOUT, BLANKETING, COMPLETE NUTRITION AND SUPPLEMENTED FEED.-TOP-NOTCH TRAINING ON THE GROUND AND UNDER SADDLE. (MINIMUM 60 DAYS)-PROVIDING VETERINARY SERVICES, FERRIER WORK, MANE PULLING, AND EXTENSIVE GROOMING.-USE OF PROFESSIONAL PHOTOGRAPHY AND VIDEOGRAPHY IN ORDER TO FIND ADOPTIVE HOMES.-CONTROLLED AND SAFE EXPOSURE TO SHOW GROUND ACTIVITY, BALLOONS, DOGS, OTHER HORSES, CARS/TRAFFIC, TRAIL RIDING, ARENA RIDING, JUMPS, WATER, BATHING, CLIPPING, TRAILER LOADING ETC.-INVALUABLE, HONEST INSIGHT INTO THE TEMPERAMENT, TRAINING AND FUTURE POTENTIAL OF THE HORSE AS A COMPETITIVE MOUNT OR FAMILY HORSE.-WHEN READY, THESE HORSES ARE MADE AVAILABLE FOR ADOPTION.
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY EDUCATION AND OUTREACHTHESE PROGRAM EXPENSES INCLUDE GOING TO SEE AND VET HORSES FOR PROGRAM APPLICANTS, EQUESTRIAN COMMUNITY OUTREACH EVENTS, SUCH AS THE VETERINARY AND FARRIER EDUCATION CLINIC HOSTED BY CALYPSO EQUESTRIAN FOR PUBLIC ACCESS. PRINTING OF EDUCATIONAL MATERIALS, INCLUDING OUR "HORSES IN TRANSITION/HORSES FOR ADOPTION AND "UNICORN SEARCH" FLYER, ONLINE EDUCATION HUB DEVELOPMENT; FILMING OF VIDEO COURSES FOR RELEASE SEPTEMBER 2019.
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IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0WE WILL ONLY SHARE SUPPORT WITH SELECT CANADIAN NON-PROFITS WHO ARE STRIVING TO CARRY OUT THE SAME MISSON THAT WE ARE ACROSS THE BORDER. MANY US HORSES END UP IN CANADA FOR SLAUGHTER, AND SO WE WORK WITH A NON-PROFIT IN BRITISH COLUMBIA CANADA TO PROVIDE ASSISTANCE AND EDUCATION IN THIS FIELD. WE MUST HAVE COMMON BOARD MEMBERS, BOARD MEETINGS WITH THE NON-PROFIT AS WELL AS EXPENDITURE REPORTS. WE KEEP IN CLOSE CONTACT AND OVERSEE USE OF THE FUNDS.
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1THE CANADIAN ENTITY IS A BC NONPROFIT ORGANIZATION, REGISTERED PROVINCIALLY. HOWEVER, THE APPLICATION FOR FEDERAL REGISTRATION IS STILL PENDING.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE F PART II LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CURRENTLY DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE BOARD AND LEGAL COUNSEL FOR ACCURACY AND COMPLETENESS. ALL QUESTIONS ARISING DURING THIS REVIEW PROCESS ARE RESOLVED PRIOR TO THE FILING OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY DIRECTOR REVIEWS AND SIGNS THE CONFILICT OF INTEREST POLICY STATEMENT EVERY YEAR. MEMBERS MUST DISCLOSE POTENTIAL CONFLICTS, AND THEN WE DETERMINE WHETHER THEY ARE IN FACT CONFLICTS. DIRECTORS RECUSE THEMSELVES FROM VOTING ON ISSUES FOR WITHICH THE BOARD CONCLUDES THEY HAVE A CONFLICT. OUR ORGANIZATION ALWAYS ADHERES TO THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CALYPSO EQUESTRIAN FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/AddressLine1Txt0297 SEYMOUR RIVER PLACE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CityNm0NORTH VANCOUVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/CountryCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ForeignPostalCd0V7H1S6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ForeignAddress/ProvinceOrStateNm0BRITTISH COLUMBIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileForeignCountryCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CAREER TRANSITIONING OF HORSES
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE CANADIAN ENTITY IS A BC NONPROFIT ORGANIZATION, REGISTERED PROVINCIALLY. HOWEVER, THE APPLICATION FOR FEDERAL REGISTRATION IS STILL PENDING.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R PART II COLUMN (D)
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06285
IRS990/TotalAssetsEOYAmt0520925
IRS990/TotalAssetsGrp/BOYAmt06285
IRS990/TotalAssetsGrp/EOYAmt0520925
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01020000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011407
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012174
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0481779
IRS990/TotalFunctionalExpensesGrp/TotalAmt0505360
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06285
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0520925
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0481779
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01020000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0520925
IRS990/TotReportableCompRltdOrgAmt037000
IRS990/TravelGrp/ProgramServicesAmt0796
IRS990/TravelGrp/TotalAmt0796
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02647 ALPINE ROAD
IRS990/USAddress/CityNm0MENLO PARK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094025
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.CALYPSOEQUESTRIAN.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA DARLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06048372738
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALYPSO EQUESTRIAN
ReturnHeader/Filer/BusinessNameControlTxt0CALY
ReturnHeader/Filer/EIN0981420729
ReturnHeader/Filer/PhoneNum06048372738
ReturnHeader/Filer/USAddress/AddressLine1Txt02647 ALPINE ROAD
ReturnHeader/Filer/USAddress/CityNm0MENLO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094025
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09154AA2191762ADA9DAFEA021CD28A6E95EEC578
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.127.87.36
ReturnHeader/FilingSecurityInformation/IPDt02020-06-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm023:23:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 W SAN FERNANDO ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04082006400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW PETROSKI
ReturnHeader/ReturnTs02020-06-18T13:44:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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