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Nonprofiteer
← MARION THERAPEUTIC RIDING ASSOCIATION INC

Form 990 for tax year 2022

Filed by MARION THERAPEUTIC RIDING ASSOCIATION INC.

Totals

Total revenue
$617,752
Total expenses
$318,143
Contributions and grants received
$467,869
Grants paid
$0
Program service revenue
$124,420
Investment income
$1,658
Other revenue
$23,805
Total assets, end of year
$664,670
Total liabilities, end of year
$45,572
Net assets or fund balances, end of year
$619,098
Program services expenses (Part IX)
$267,876
Management and general expenses
$33,862
Fundraising expenses
$16,405
Program service expenses (Part III)
$267,876

Program services were 84.2% 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.

  • 1c · Fundraising events

    $62,615

  • 1f · All other contributions, gifts and grants

    $405,254

  • 1g · Noncash contributions included above

    $13,367

  • 2a · Program service revenue: HORSEBACK LESSONS

    total $96,975 · related or exempt $96,975

  • 2b · Program service revenue: PROGRAM INCOME

    total $27,445 · related or exempt $27,445

  • 3 · Investment income

    total $838 · excluded $838

  • 7a · Gross sales of assets other than inventory

    other assets $1,850

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

    other assets $1,030

  • 7c · Gain or loss

    other assets $820

  • 7d · Net gain or loss

    total $820 · related or exempt $820

  • 8a · Fundraising events: gross income

    $28,973

  • 8a · Fundraising events: contributions included on line 1c

    $62,615

  • 8b · Fundraising events: direct expenses

    $14,451

  • 8c · Net income from fundraising events

    total $14,522 · excluded $14,522

  • 10a · Gross sales of inventory

    $160

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $160 · related or exempt $160

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $9,123 · related or exempt $9,123

  • 11e · Other revenue, total

    $9,123

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $32,922 · program services $23,046 · management and general $6,584 · fundraising $3,292

  • 7 · Other salaries and wages

    total $93,042 · program services $65,129 · management and general $18,609 · fundraising $9,304

  • 10 · Payroll taxes

    total $10,903 · program services $7,632 · management and general $2,181 · fundraising $1,090

  • 11c · Fees: accounting

    total $550 · management and general $550

  • 11g · Fees: other

    total $500 · management and general $500

  • 12 · Advertising and promotion

    total $140 · program services $98 · management and general $28 · fundraising $14

  • 13 · Office expenses

    total $13,712 · program services $9,599 · management and general $2,742 · fundraising $1,371

  • 16 · Occupancy

    total $13,245 · program services $9,271 · management and general $2,649 · fundraising $1,325

  • 17 · Travel

    total $93 · program services $65 · management and general $19 · fundraising $9

  • 22 · Depreciation, depletion and amortization

    total $26,488 · program services $26,488

  • 23 · Insurance

    total $7,796 · program services $7,796

  • 24a · Other expenses: BARN & TACK SUPPLIES

    total $69,459 · program services $69,459 · management and general $0 · fundraising $0

  • 24b · Other expenses: PROGRAM EXPENSES

    total $24,510 · program services $24,510 · management and general $0 · fundraising $0

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $13,315 · program services $13,315 · management and general $0 · fundraising $0

  • 24d · Other expenses: VETERINARY

    total $8,587 · program services $8,587 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $2,881 · program services $2,881

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $97,893 · end of year $421,533

  • 2 · Savings and temporary cash investments

    end of year $10,262

  • 4 · Accounts receivable

    end of year $2,838

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

    $809,118

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

    $581,794

  • 10c · Land, buildings and equipment, net

    beginning of year $265,123 · end of year $227,324

  • 14 · Intangible assets

    end of year $2,250

  • 15 · Other assets

    beginning of year $0 · end of year $463

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,575 · end of year $10,143

  • 19 · Deferred revenue

    beginning of year $27,919 · end of year $35,429

  • 27 · Net assets without donor restrictions

    beginning of year $307,348 · end of year $598,924

  • 28 · Net assets with donor restrictions

    beginning of year $20,174 · end of year $20,174

Mission and programs · 2022

Mission

TO PROVIDE THE OPPORTUNITY FOR PERSONS CHALLENGED BY PHYSICAL AND MENTAL DISABILITIES TO EXPERIENCE THE BENEFITS OF HORSEBACK RIDING.

Activities or mission (Part I)

MARION THERAPEUTIC RIDING ASSOCIATION STRIVES TO ENHANCES LIVES USING THE HEALING POWER OF HUMAN AND HORSE CONNECTION. THIS UNIQUE PAIRING UNLEASHES NEW ABILITIES THAT GRANT PURPOSE AND ENVISION GREATER OPPORTUNITIES. WE SERVE PERSONS OF ALL CAPABILITIES WITH PHYSICAL, EMOTIONAL OR INTELLECTUAL CHALLENGES THROUGH EQUINE ASSISTED ACTIVITIES.

  • THE ORGANIZATION PROVIDES THERAPEUTIC RIDING PROGRAMS TO SERVE OVER 162 CHILDREN AND ADULTS, RANGING IN AGE FROM 4 TO 94. THE EQUINE PROGRAM GIVES THE EXPERIENCE TO FOSTER CHILDREN AND AT RISK YOUTH AS WELL. MTRA ALSO SERVES MILITARY AND UNDERSERVED CHILDREN WITH THE CHANCE TO BE INVOLVED IN ACTIVITIES THAT WOULD OTHERWISE BE UNATTAINABLE TO THEM.MARION THERAPEUTIC RIDING ASSOCIATION PROVIDES THERAPEUTIC HORSEBACK RIDING AND EQUINE ASSISTED LEARNING ACTIVITIES FOR CHILDREN AND ADULTS LIVING WITH PHYSICAL, EMOTIONAL, AND COGNITIVE CHALLENGES IN OUR COMMUNITY. AS AN APPROVED PROVIDER THROUGH SOME HEALTH INSURANCE COMPANIES, INDIVIDUALS MAY SEE IF OUR SERVICES ARE COVERED THROUGH INSURANCE. SOME PROGRAMMING IS PROVIDED AT NO COST FOR QUALIFIED PARTICIPANTS THROUGH GRANTS AND FUNDRAISING, AND WE NOW OFFER PEER TO PEER FUNDRAISING CAMPAIGNS THAT MAKES FUNDRAISING FOR A SPECIFIC PERSON EASILY ACCESSIBLE.WE ALSO HAVE A LIMITED NUMBER OF SCHOLARSHIPS AVAILABLE ON OCCASION. THE PROGRAM INCOME PROVIDES ONLY 10-15% OF THE FUNDING NEEDED ANNUALLY TO KEEP OUR SERVICES IN PLACE AND TO COVER THE VERY HIGH COSTS OF FEEDING AND MAINTAINING HORSES, MAINTAINING OUR PATH PREMIERE CERTIFIED FACILITY, OVERHEAD COSTS SUCH AS INSURANCE, STAFF AND CERTIFIED PATH INSTRUCTORS. THEREFORE, WE RELY HEAVILY ON THE GENEROSITY OF THE COMMUNITY AND ITS BUSINESSES AND CORPORATIONS THROUGH DONATIONS, GRANTS AND OTHER FUNDING.FOR NEARLY 40 YEARS, MTRA HAS PROVIDED THESE UNIQUE AND VALUABLE SERVICES TO MARION AND SURROUNDING COUNTIES ON A CONTINUOUS BASIS. LOCATED IN THE HEART OF THE HORSE CAPITAL OF THE WORLD, BEAUTIFUL AND TEMPERATE OCALA, FLORIDA, WE STRIVE TO PUT THE SPOTLIGHT ON THESE WONDERFUL ANIMALS WHO KEEP OUR THRIVING COMMUNITY TOGETHER.

    Expenses $267,876 · Revenue $134,523

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

Listed in Part VII

  • Karen Cunningham

    PRES UNTIL 9/22, SEC START 9/22

    Total calculated
    $0
    Hours/week
    10

  • Gail Sonneberg

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Kelli Holt

    SECRETARY THROUGH 8/22

    Total calculated
    $0
    Hours/week
    5

  • Melanie Bozeman

    TREASURER THROUGH 9/22

    Total calculated
    $0
    Hours/week
    5

  • Tami Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dana Waters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry Deese

    DIRECTOR/PRESIDENT AS OF 9/22

    Total calculated
    $0
    Hours/week
    5

  • Gail Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Stecker

    DIRECTOR/TREASURER AS OF 9/22

    Total calculated
    $0
    Hours/week
    5

  • Jason Reynolds

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pam Morison

    EXECUTIVE DIRECTOR

    Total calculated
    $32,992
    From this org
    $32,992
    From related orgs
    $0
    Other
    $0
    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
31 October 2023
IRS schema version
2022v5.0
Source object
202333119349300533

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