Skip to content
Nonprofiteer
← EQUUS FOUNDATION INC

Form 990 for tax year 2023

Filed by EQUUS FOUNDATION INC.

Totals

Total revenue
$942,754
Total expenses
$905,705
Contributions and grants received
$923,387
Grants paid
$614,698
Program service revenue
$0
Investment income
$35,770
Other revenue
-$16,403
Total assets, end of year
$1,000,218
Total liabilities, end of year
$250,581
Net assets or fund balances, end of year
$749,637
Program services expenses (Part IX)
$800,758
Management and general expenses
$31,534
Fundraising expenses
$73,413
Program service expenses (Part III)
$800,758

Program services were 88.4% 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.

  • 1a · Federated campaigns

    $7,371

  • 1c · Fundraising events

    $21,670

  • 1f · All other contributions, gifts and grants

    $894,346

  • 1g · Noncash contributions included above

    $282,793

  • 3 · Investment income

    total $35,770 · excluded $35,770

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

    $21,670

  • 8b · Fundraising events: direct expenses

    $16,403

  • 8c · Net income from fundraising events

    total -$16,403

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $331,905 · program services $331,905

  • 2 · Grants to domestic individuals

    total $282,793 · program services $282,793

  • 5 · Compensation of officers, directors and key employees

    total $70,000 · program services $45,500 · management and general $7,000 · fundraising $17,500

  • 11c · Fees: accounting

    total $14,500 · management and general $14,500

  • 11g · Fees: other

    total $132,141 · program services $94,080 · management and general $5,878 · fundraising $32,183

  • 13 · Office expenses

    total $5,304 · program services $2,743 · management and general $1,488 · fundraising $1,073

  • 16 · Occupancy

    total $10,000 · program services $3,500 · management and general $1,500 · fundraising $5,000

  • 23 · Insurance

    total $1,168 · management and general $1,168

  • 24a · Other expenses: COMMUNICATION & EDUCATION

    total $33,987 · program services $33,987

  • 24b · Other expenses: MEDIA & PUBLICITY

    total $12,500 · program services $6,250 · fundraising $6,250

  • 24c · Other expenses: CAMPAIGN EXPENSES

    total $11,407 · fundraising $11,407

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $332,866 · end of year $300,494

  • 4 · Accounts receivable

    beginning of year $8,855 · end of year $41,035

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,848 · end of year $4,843

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

    $8,787

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

    $8,787

  • 11 · Investments: publicly traded securities

    beginning of year $585,273 · end of year $653,846

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,867 · end of year $23,856

  • 18 · Grants payable

    beginning of year $242,165 · end of year $226,725

  • 27 · Net assets without donor restrictions

    beginning of year $676,810 · end of year $749,637

Mission and programs · 2023

Mission

THE MISSION IS TO PROTECT AMERICA'S HORSES AND STRENGTHEN THE HORSE-HUMAN BOND.

  • PROVIDE GRANTS TO ORGANIZATIONS THAT PROTECT AMERICA'S HORSES, SHARE THE MAGIC AND POWER OF HORSES WITH AS MANY PEOPLE AS POSSIBLE, ESPECIALLY PEOPLE WITH SPECIAL NEEDS, AND EDUCATE THE PUBLIC ON THE IMPORTANCE OF THE HORSE-HUMAN BOND IN AMERICA TODAY.

    Expenses $766,771 · Grants $614,698

  • INFORMATION OUTREACH AND COMMUNICATIONS TO PROMOTE VOLUNTEERISM FOR HORSE RELATED ORGANIZATIONS.

    Expenses $33,987

As filed on the 2023 return.

Listed in Part VII

  • LYNN COAKLEY

    PRESIDENT

    Total calculated
    $70,000
    From this org
    $70,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • JENNY BELKNAP KEES

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • MARK SHEPTOFF

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    3

  • CATHERINE HERMAN

    VICE CHAIRMA

    Total calculated
    $0
    Hours/week
    3

  • RICHARD MITCHELL DVM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATALIE JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM R HARRIS JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TINA HINCKLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
17 January 2025
IRS schema version
2023v6.0
Source object
202520179349300627

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.