Skip to content
Nonprofiteer
← DALE AND PATTI SHIRLEY EQUINE ENCORE FOUNDATION

Form 990 for tax year 2023

Filed by DALE AND PATTI SHIRLEY EQUINE ENCORE FOUNDATION.

Totals

Total revenue
$52,136
Total expenses
$332,811
Contributions and grants received
$16,806
Grants paid
$0
Program service revenue
$2,000
Investment income
$33,330
Other revenue
$0
Total assets, end of year
$745,198
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$745,198
Program services expenses (Part IX)
$317,715
Management and general expenses
$15,096
Fundraising expenses
$0
Program service expenses (Part III)
$317,715

Program services were 95.5% 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)

    $15,500

  • 1f · All other contributions, gifts and grants

    $1,306

  • 2a · Program service revenue: BOARDING FEES

    total $2,000 · related or exempt $2,000

  • 3 · Investment income

    total $33,330 · excluded $33,330

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $78,000 · program services $78,000

  • 10 · Payroll taxes

    total $6,830 · program services $5,738 · management and general $1,092

  • 11c · Fees: accounting

    total $11,271 · management and general $11,271

  • 11g · Fees: other

    total $17,835 · program services $15,350 · management and general $2,485

  • 13 · Office expenses

    total $27 · management and general $27

  • 23 · Insurance

    total $2,582 · program services $2,582

  • 24a · Other expenses: FEED AND HAY

    total $175,322 · program services $175,322

  • 24b · Other expenses: GENERAL SUPPLIES

    total $23,126 · program services $23,126

  • 24c · Other expenses: FARRIER FEES

    total $7,860 · program services $7,860

  • 24d · Other expenses: VET FEES

    total $3,485 · program services $3,485

  • 24e · All other expenses

    total $6,473 · program services $6,252 · management and general $221

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $781,495 · end of year $15,039

  • 2 · Savings and temporary cash investments

    beginning of year $276,979 · end of year $730,159

  • 17 · Accounts payable and accrued expenses

    beginning of year $32,601 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,025,873 · end of year $745,198

Mission and programs · 2023

Mission

TO PROVIDE A DIGNIFIED RETIREMENT FOR RACEHORSES WHO ARE NO LONGER ABLE TO COMPETE AT THE RACETRACK AND WHO, AS A RESULT, ARE NO LONGER WANTED

Activities or mission (Part I)

THE ORGANIZATION'S MISSION IS TO PROVIDE A DIGNIFIED RETIREMENT FOR RACEHORSES WHO ARE NO LONGER ABLE TO COMPETE AT THE RACETRACK AND WHO, AS A RESULT, ARE NO LONGER WANTED

  • THE ORGANIZATION HAS ONLY ONE PROGRAM - TO PROVIDE A RETIREMENT HOME FOR RACEHORSES WHO HAVE REACHED THE END OF THEIR RACING CAREERS DUE TO AGE OR INJURY. THE 120-ACRE FARM IS CURRENTLY HOME TO MULTIPLE PERMANENT RESIDENTS.ALL OUR HORSES CAME STRAIGHT FROM VARIOUS RACETRACKS IN ARIZONA AND NEW MEXICO. EQUINE ENCORE'S FOCUS IS STRICTLY ON RETIREMENT AND ADOPTION. MANY RESIDENTS SUFFERED CAREER-ENDING INJURIES-BOWED TENDONS, FRACTURED SESAMOIDS-AND CANNOT BE REPURPOSED FOR ANOTHER CAREER. OUR CHALLENGE IS TO PROVIDE FOR THEM FOR THE REST OF THEIR LIVES BY ADMINISTERING PROPER CARE FOR THEIR FEET AND TEND TO THEIR MEDICAL NEEDS.WE RECEIVE SUPPORT FROM THE INDUSTRY AND THROUGH PRIVATE DONATIONS FROM RACEHORSE OWNERS AND FANS OF THE SPORT.

    Expenses $317,715 · Revenue $2,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Burton J Kinerk

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Wendy Davis

    VICE - PRESIDENT

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Holly Small

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

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
2023
Filed
3 July 2024
IRS schema version
2023v5.1
Source object
202422049349301602

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.