Form 990 for tax year 2023

Filed by EXCEPTIONAL EQUESTRIANS COMPANY.

Totals

Total revenue: $1,970,607
Total expenses: $732,721
Contributions and grants received: $1,727,960
Grants paid: $0
Program service revenue: $236,848
Investment income: $12,612
Other revenue: -$6,813
Total assets, end of year: $2,129,063
Total liabilities, end of year: $37,740
Net assets or fund balances, end of year: $2,091,323
Program services expenses (Part IX): $455,810
Management and general expenses: $187,829
Fundraising expenses: $89,082
Program service expenses (Part III): $455,810

Program services were 62.2% 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

$16,783
1e · Government grants (contributions)

$50,746
1f · All other contributions, gifts and grants

$1,660,431
1g · Noncash contributions included above

$34,185
2a · Program service revenue: THERAPY AND OTHER PROG

total $236,848 · related or exempt $236,848
3 · Investment income

total $12,523 · excluded $12,523
7a · Gross sales of assets other than inventory

other assets $89
7b · Less cost or other basis and sales expenses

other assets $0
7c · Gain or loss

other assets $89
7d · Net gain or loss

total $89 · excluded $89
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$16,783
8b · Fundraising events: direct expenses

$8,048
8c · Net income from fundraising events

total -$8,048 · excluded -$8,048
11a · Other revenue: MISCELLANEOUS

total $1,235 · related or exempt $1,235
11e · Other revenue, total

$1,235

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $105,600 · program services $52,800 · management and general $47,520 · fundraising $5,280
7 · Other salaries and wages

total $318,275 · program services $181,187 · management and general $79,013 · fundraising $58,075
9 · Other employee benefits

total $25,660 · program services $14,165 · management and general $7,660 · fundraising $3,835
10 · Payroll taxes

total $34,198 · program services $18,878 · management and general $10,209 · fundraising $5,111
11c · Fees: accounting

total $35,610 · management and general $35,610
11g · Fees: other

total $35,269 · program services $35,269
12 · Advertising and promotion

total $13,363 · program services $177 · fundraising $13,186
13 · Office expenses

total $21,000 · program services $13,931 · management and general $4,923 · fundraising $2,146
16 · Occupancy

total $43,122 · program services $43,122
17 · Travel

total $2,337 · program services $2,337
22 · Depreciation, depletion and amortization

total $35,985 · program services $35,985
23 · Insurance

total $21,296 · program services $16,953 · management and general $2,894 · fundraising $1,449
24a · Other expenses: HORSE SUPPLIES AND MAIN

total $41,006 · program services $41,006

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $74,454 · end of year $209,038
2 · Savings and temporary cash investments

beginning of year $423,939 · end of year $435,695
3 · Pledges and grants receivable

beginning of year $15,240 · end of year $1,077,547
4 · Accounts receivable

beginning of year $16,988 · end of year $16,243
9 · Prepaid expenses and deferred charges

end of year $2,966
10a · Land, buildings and equipment: cost or other basis

$756,737
10b · Land, buildings and equipment: accumulated depreciation

$398,217
10c · Land, buildings and equipment, net

beginning of year $326,140 · end of year $358,520
15 · Other assets

beginning of year $25,715 · end of year $29,054
17 · Accounts payable and accrued expenses

beginning of year $29,928 · end of year $37,740
27 · Net assets without donor restrictions

beginning of year $622,138 · end of year $802,324
28 · Net assets with donor restrictions

beginning of year $230,410 · end of year $1,288,999

Mission and programs · 2023

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 SKILLED, QUALITY THERAPY/HIPPOTHERAPY SERVICES PROVIDED BY LICENSED AND SPECIALLY TRAINED PROFESSIONALS. ALL PARTICIPANTS ARE ASSESSED BY A LICENSED THERAPIST TO DETERMINE APPROPRIATE PROGRAM PARTICIPATION, AND TO DEVELOP INDIVIDUALIZED GOALS AND OBJECTIVES. IN 2023, 3,163 HIPPOTHERAPY SESSIONS WERE PROVIDED TO INDIVIDUALS AND GROUPS. PARTICIPANTS INCLUDE CHILDREN AND ADULTS WITH PHYSICAL, COGNITIVE, SENSORY AND/OR MENTAL HEALTH NEEDS. PROGRESS TOWARD GOAL ACHIEVEMENT IS DETERMINED VIA OBJECTIVE TESTING, OBSERVATION, AND QUARTERLY REPORTING. THE ADAPTIVE RIDING PROGRAM OFFERS THERAPEUTIC MOVEMENT OF THE EQUINE WHILE TEACHING BASIC HORSEMANSHIP SKILLS. ADAPTIVE RIDING OFFERS AN OPPORTUNITY FOR SKILL PROGRESSION AND ADVANCEMENT AS GOALS ARE MET IN HIPPOTHERAPY. THIS PROGRAM IS LED BY A PATH CERTIFIED INSTRUCTOR AND MONITORED BY A HIPPOTHERAPY CLINICAL SPECIALIST. IN 2023, ADAPTIVE RIDING PARTICIPANTS WERE PROVIDED A TOTAL OF 550 SESSIONS. THE TAKING THE LEAD PROGRAM WORKS WITH INDIVIDUALS STRUGGLING WITH EMOTIONAL WELL-BEING AND MENTAL HEALTH. LED BY OCCUPATIONAL THERAPISTS AND AN EQUINE SPECIALIST IN MENTAL HEALTH, THE TAKING THE LEAD PROGRAM ADDRESSES EMOTIONAL SELF-AWARENESS, SELF-ESTEEM, CONFIDENCE, COMMUNICATION, AND PROBLEM SOLVING TO OFFER COPING STRATEGIES TO BE INCORPORATED INTO DAILY LIFE. IN 2023, 7 INDIVIDUALS PARTICIPATED IN THIS PROGRAM. FUNDING FOR ALL PROGRAMS COMES FROM A VARIETY OF SOURCES INCLUDING THE CHILDRENS LONG TERM WAIVER PROGRAM, IRIS AND LAKELAND CARE, PRIVATE PAY, AND GRANT AND FUNDRAISING INCOME WHICH ASSISTS IN COVERING THE SHORTFALL AS FEES CHARGED DO NOT COVER THE EXPENSE OF PROVIDING THE SERVICES.

Expenses $455,810 · Revenue $238,083

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

Listed in Part VII

Elizabeth Moberg-WolffELIZABETH MOBERG-WOLFF

PRESIDENT

Total calculated

$0

Hours/week

1
Amy LeversonAMY LEVERSON

VICE-PRESIDENT

Total calculated

$0

Hours/week

1
Troy ChaltryTROY CHALTRY

TREASURER

Total calculated

$0

Hours/week

1
Matt FlanaganMATT FLANAGAN

SECRETARY

Total calculated

$0

Hours/week

1
Sandy BarnickSANDY BARNICK

DIRECTOR

Total calculated

$0

Hours/week

1
Jenna DaisJENNA DAIS

DIRECTOR

Total calculated

$0

Hours/week

1
Heather GartzkeHEATHER GARTZKE

DIRECTOR

Total calculated

$0

Hours/week

1
Alyssa GromowskiALYSSA GROMOWSKI

DIRECTOR

Total calculated

$0

Hours/week

1
Laina StuebnerLAINA STUEBNER

DIRECTOR

Total calculated

$0

Hours/week

1
Lisa KafkaLISA KAFKA

EXECUTIVE DIRECTOR

Total calculated

$115,295

From this org

$105,600

From related orgs

$0

Other

$9,695

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: 2023
Filed: 11 November 2024
IRS schema version: 2023v5.1
Source object: 202403199349309370

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