Equus Anam Cara Inc

Nonprofit profile at a glance

EIN
264140188
IRS 990-EZ coverage
2019–2024
Forms available
Form 990-EZ 2024, Form 990-N 2014
Location
Soquel, CA, USA
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Animal-Related N.E.C.

Official website

Reported finances

Revenue
$126,098
Expenses
$137,642
Assets
$5,454
Liabilities
$192,405

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • Lori Halliday (Exec Dir and Trainer)
  • Andy Halliday (Secretary-Treasurer and Facilities Mgr)
  • Sarah Cruse (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide outdoor equine experiential learning sessions with a herd of rescue horses delivering personal development and natural consensual horsemanship skills for youths neuro-atypical adults and persons struggling with transitions.

What it reported doing in 2024

Produced the "Lumen Equuorum" series of weekend experiential learning sessions for dedicated students and auditing observers. This yielded incremental session revenues to partially offset the loss from reduced client sessions normally conducted by the Assistant EEL Trainer.

Operating model

Revenue model
Earned-program. 85% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 92
  • Transparency & Controls: 82
  • Sustainability: 17
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.2%; rating input score 95
  • Program expense ratio: 87.2%; rating input score 87

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -9.2%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 0.04; rating input score 6; 6th percentile among comparable filings
  • Liabilities to assets ratio: 35.28; rating input score 0; 0th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -2.8% per year; rating input score 0; 23rd percentile among comparable filings
  • Revenue growth: -3% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: -13.7% per year; rating input score 0; 9th percentile among comparable filings

Details

  • Where the money goes: 95.2% of revenue deployed · 87.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $120K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 16/100.
  • High — Sustainability: Total-asset coverage ratio scored 6/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 0/100.