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Nonprofiteer
← EXCEPTIONAL EQUESTRIANS COMPANY

Form 990 for tax year 2022

Filed by EXCEPTIONAL EQUESTRIANS COMPANY.

Totals

Total revenue
$687,103
Total expenses
$606,746
Contributions and grants received
$486,813
Grants paid
$0
Program service revenue
$186,294
Investment income
-$394
Other revenue
$14,390
Total assets, end of year
$882,476
Total liabilities, end of year
$29,928
Net assets or fund balances, end of year
$852,548
Program services expenses (Part IX)
$402,439
Management and general expenses
$112,949
Fundraising expenses
$91,358
Program service expenses (Part III)
$402,439

Program services were 66.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $7,500

  • 1f · All other contributions, gifts and grants

    $479,313

  • 1g · Noncash contributions included above

    $34,547

  • 2a · Program service revenue: THERAPY AND OTHER PROG

    total $186,294 · related or exempt $186,294

  • 3 · Investment income

    total $1,268 · excluded $1,268

  • 7a · Gross sales of assets other than inventory

    other assets $400

  • 7b · Less cost or other basis and sales expenses

    securities $960 · other assets $1,102

  • 7c · Gain or loss

    securities -$960 · other assets -$702

  • 7d · Net gain or loss

    total -$1,662 · related or exempt -$1,662

  • 8a · Fundraising events: gross income

    $20,686

  • 8b · Fundraising events: direct expenses

    $8,077

  • 8c · Net income from fundraising events

    total $12,609 · excluded $12,609

  • 11a · Other revenue: MISCELLANEOUS

    total $1,781 · related or exempt $1,781

  • 11e · Other revenue, total

    $1,781

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $344,731 · program services $210,286 · management and general $62,052 · fundraising $72,393

  • 9 · Other employee benefits

    total $24,068 · program services $14,681 · management and general $4,332 · fundraising $5,055

  • 10 · Payroll taxes

    total $28,140 · program services $17,165 · management and general $5,065 · fundraising $5,910

  • 11c · Fees: accounting

    total $36,724 · management and general $36,724

  • 11f · Fees: investment management

    total $225 · management and general $225

  • 11g · Fees: other

    total $18,052 · program services $17,545 · management and general $234 · fundraising $273

  • 12 · Advertising and promotion

    total $3,284 · program services $511 · fundraising $2,773

  • 13 · Office expenses

    total $5,115 · program services $1,705 · management and general $1,705 · fundraising $1,705

  • 14 · Information technology

    total $1,494 · program services $498 · management and general $498 · fundraising $498

  • 16 · Occupancy

    total $30,819 · program services $30,819

  • 17 · Travel

    total $6,010 · program services $6,010

  • 19 · Conferences, conventions and meetings

    total $2,549 · program services $2,549

  • 22 · Depreciation, depletion and amortization

    total $32,387 · program services $32,387

  • 23 · Insurance

    total $20,021 · program services $15,729 · management and general $1,981 · fundraising $2,311

  • 24a · Other expenses: HORSE SUPPLIES AND MAIN

    total $46,602 · program services $46,602

  • 24b · Other expenses: DUES

    total $3,823 · program services $3,823

  • 24c · Other expenses: MISCELLANEOUS

    total $2,702 · program services $2,129 · management and general $133 · fundraising $440

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $109,471 · end of year $74,454

  • 2 · Savings and temporary cash investments

    beginning of year $333,076 · end of year $423,939

  • 3 · Pledges and grants receivable

    beginning of year $33,736 · end of year $15,240

  • 4 · Accounts receivable

    beginning of year $15,152 · end of year $16,988

  • 10a · Land, buildings and equipment: cost or other basis

    $688,372

  • 10b · Land, buildings and equipment: accumulated depreciation

    $362,232

  • 10c · Land, buildings and equipment, net

    beginning of year $282,020 · end of year $326,140

  • 15 · Other assets

    beginning of year $23,646 · end of year $25,715

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,577 · end of year $29,928

  • 27 · Net assets without donor restrictions

    beginning of year $641,788 · end of year $622,138

  • 28 · Net assets with donor restrictions

    beginning of year $130,736 · end of year $230,410

Mission and programs · 2022

Mission

TO BETTER THE LIVES OF PEOPLE OF ALL ABILITIES THROUGH THE HEALING POWER OF HORSES.

Activities or mission (Part I)

TO PROVIDE EQUINE-ASSISTED THERAPIES TO INDIVIDUALS WITH SPECIAL NEEDS.

  • THE PROGRAM PROVIDED QUALITY AND INNOVATIVE HIPPOTHERAPY SERVICES BY LICENSES AND SPECIALLY TRAINED PROFESSIONALS. IN 2022, (UPDATE: MORE THAN 3,600 SESSIONS WERE PROVIDED TO INDIVIDUALS AND GROUPS. SESSIONS MAY HAVE UP TO 20 RIDERS PER SESSION SUCH AS SCHOOL GROUPS OR AS FEW AS ONE RIDER SUCH AS HIPPOTHERAPY. RIDERS INCLUDED SPECIAL NEEDS CHILDREN ON A WEEKLY BASIS, COMPLETED OBJECTIVE GAIT ASSESSMENT PRE AND POST THERAPY TO DOCUMENT CLINICAL PROGRESS, AND PROVIDED ADULT HIPPOTHERAPY AND ADAPTIVE RIDING PROGRAMS. THESE THERAPIES ARE NOT COVERED BY INSURANCE THOUGH MANY COUNTIES PROVIDE COVERAGE THROUGH WAIVER PROGRAMS. THE COST OF PROGRAMMING IS ALSO COVERED BY MINIMUM OUT OF POCKET PATIENT FEES, GRANTS, DONATIONS, AND FUNDRAISING EVENTS. THE ORGANIZATION ALSO HAS A PROGRAM CALLED TAKING THE LEAD WHICH USES THE INTERACTION WITH ..(CUT OFF ON PY RETURN UPDATE AS NECESSARY)

    Expenses $402,439 · Revenue $186,413

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ELIZABETH MOBERG-WOLFF

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • AMY LEVERSON

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • TROY CHALTRY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MATT FLANAGAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SANDY BARNICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNA DAIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HEATHER GARTZKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALYSSA GROMOWSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAINA STUEBNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA KAFKA

    EXECUTIVE DIRECTOR

    Total calculated
    $113,432
    From this org
    $103,926
    From related orgs
    $0
    Other
    $9,506
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349310736

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