Special Equestrians Inc is located in Fort Myers, FL. The organization was established in 1991. According to its NTEE Classification (E86) the organization is classified as: Patient & Family Support, under the broad grouping of Health Care and related organizations. As of 09/2023, Special Equestrians Inc employed 13 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Special Equestrians Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, Special Equestrians Inc generated $450.5k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.2% each year. All expenses for the organization totaled $439.5k during the year ending 09/2023. While expenses have increased by 9.6% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE THERAPEAUTIC BENEFITS TO HANDICAPPED CITIZENS THROUGH A HORSEBACK RIDING PROGRAM.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SPECIAL EQUESTRIANS, INC. PROGRAM ACCOMPLISHMENTS 2023 9 NEW PARTICIPANTS WERE ADDED TO OUR THERAPEUTIC HORSEMANSHIP PROGRAM, WHICH INCLUDE THERAPEUTIC RIDING AND CARRIAGE DRIVING, IN 2023. THE TOTAL NUMBER OF PARTICIPANTS SERVED FOR OUR THERAPEUTIC HORSEMANSHIP PROGRAM DURING 2023 WAS 74. SPECIAL EQUESTRIANS' THERAPEUTIC CARRIAGE DRIVING PROGRAM COMPLETED ITS 7TH SEASON IN 2023. THIS PROGRAM HAS ALLOWED US TO SERVE SOME PARTICIPANTS WHO DID NOT QUALIFY FOR THERAPEUTIC HORSEBACK RIDING. THERAPEUTIC DRIVING IS ALSO AN ALTERNATIVE EQUESTRIAN SKILL TO OFFER THE PEOPLE ON OUR WAITING LIST. OUR HORSES HELPING HUMANS, A VETERAN'S PROGRAM CONTINUED IN 2023, FACILITATED BY TWO OF OUR PATH CERTIFIED PROFESSIONALS. HORSES HELPING HUMANS IS A HORSEMANSHIP PROGRAM USING ONLY GROUNDWORK WITH OUR VETERANS. THE VETERANS LEARN TO PARTNER WITH A SPECIAL EQUESTRIANS THERAPY HORSE. OUR PATH REGISTERED THERAPIST, WHO IS AN OCCUPATIONAL THERAPIST, CONTINUES TO OFFER HER SERVICES AT SPECIAL EQUESTRIANS USING HIPPOTHERAPY AS A TREATMENT MODALITY. THE TERM HIPPOTHERAPY REFERS TO HOW OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND SPEECH-LANGUAGE PATHOLOGY PROFESSIONALS USE EVIDENCE-BASED PRACTICE AND CLINICAL REASONING IN THE PURPOSEFUL MANIPULATION OF EQUINE MOVEMENT TO ENGAGE SENSORY, NEUROMOTOR, AND COGNITIVE SYSTEMS TO ACHIEVE FUNCTIONAL OUTCOMES IN A CLIENT. WE PARTNER WITH OUR THERAPIST TO OFFER THESE SERVICES, WHICH BEGAN WITH THE FIRST CLIENTS IN 2018. THE NAME OF OUR THERAPIST'S SERVICE IS STRIDES OCCUPATIONAL THERAPY SERVICES. THIS SERVICE IS OFFERED 2 DAYS A WEEK AT OUR CENTER. OUR PET PARTNER HORSE/HANDLER TEAMS WERE GIVEN AN ADDITIONAL YEAR OF CERTIFICATION BECAUSE OF THE PANDEMIC, ALLOWING US TO USE OUR CERTIFICATION THROUGH 2023. WE WILL BE GOING THROUGH OUR CERTIFICATION EVALUATIONS AGAIN IN 2023. IN 2023, OUR VOLUNTEER COORDINATOR CONTINUED HER ROLE. SHE IS WORKING WITH UNITED WAY'S VOLUNTEER CENTER AND RECRUITING NEW VOLUNTEERS. WE HAVE HAD MANY ORIENTATIONS, VOLUNTEER TRAININGS, AND VOLUNTEER SEMINARS PLANNED. WE ARE ALSO INCORPORATING MORE TRAINING OPPORTUNITIES FOR OUR VOLUNTEERS TO INCREASES ENGAGEMENT AND INCREASE RETENTION RATES. IN 2023, WE PURCHASED A HANDS-FREE HEADSET FOR OUR INSTRUCTOR RESPONSIBLE FOR TEACHING VOLUNTEER CLINICS. IN 2023, WE ADDED ABOUT TWO INCHES OF FRESH ARENA FOOTING AND REGRADED THE ARENA TO ENSURE WE HAVE EVEN RIDING SURFACE. THE GERMANY GEOTEXTILE FOOTING IS SUPERIOR FOOTING FOR BOTH HORSE AND RIDER. OUR SENSORY INTEGRATION TRAIL WAS REHABBED IN 2023 BY STUDENTS FROM FGCU DURING MAKE A DIFFERENCE DAY. THIS SPECIAL DAY ALWAYS GIVES OUR SENSORY TRAIL A NEW FRESH LOOK AND REHABS THE ACTIVITIES AND OBSTACLES INTO A SAFE AREA FOR OUR PARTICIPANTS. AN ASSISTANT EXECUTIVE DIRECTOR WAS HIRED IN 2023 AND IS PREPARING TO ENTER THE EXECUTIVE DIRECTOR POSITION IN 2024. WE HAVE INCREASED OUR SERVICE HOURS BY 306 UNITS WE PURCHASED THREE HORSES IN 2023. WE SECURED ONE FREE LEASE FOR A HORSE IN 2023. WE PURCHASED A HORSE TRAILER FOR OUTREACH AND VETERINARIAN NEEDS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Sarah Poindexter Lacy Secretary | OfficerTrustee | 1 | $0 |
Chris Baker Director | Trustee | 1 | $0 |
Karen Cooney Director | Trustee | 1 | $0 |
Tom Feurig Director | Trustee | 1 | $0 |
Erin Houck-Toll President | OfficerTrustee | 1 | $0 |
Erica Johnson V President | OfficerTrustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $40,000 |
Membership dues | $0 |
Fundraising events | $207,166 |
Related organizations | $0 |
Government grants | $7,234 |
All other contributions, gifts, grants, and similar amounts not included above | $182,048 |
Noncash contributions included in lines 1a–1f | $37,639 |
Total Revenue from Contributions, Gifts, Grants & Similar | $436,448 |
Total Program Service Revenue | $32,479 |
Investment income | $16,815 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $9,352 |
Net Income from Fundraising Events | -$46,088 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $450,506 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $91,932 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $8,149 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $772 |
Fees for services: Other | $97,761 |
Advertising and promotion | $0 |
Office expenses | $20,913 |
Information technology | $1,596 |
Royalties | $0 |
Occupancy | $69,635 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $7,165 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $61,472 |
Insurance | $18,486 |
All other expenses | $759 |
Total functional expenses | $439,498 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $34,591 |
Savings and temporary cash investments | $1,008,369 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $1,222,738 |
Investments—publicly traded securities | $91,734 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $12,110 |
Total assets | $2,369,542 |
Accounts payable and accrued expenses | $8,955 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $8,955 |
Net assets without donor restrictions | $2,259,189 |
Net assets with donor restrictions | $101,398 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $2,369,542 |