Lead the Way Equine Therapy Inc

Nonprofit profile at a glance

EIN: 933672255
IRS 990-EZ coverage: 2024–2025
Forms available: Form 990-EZ 2025, Form 990-N 2023
Location: Naples, FL, USA
Phone: 2392816808
Rating: 48
Verdict: MIXED
Rating confidence: Moderate
Sector: Animal-Related N.E.C.

Official website

Reported finances

Revenue: $40,305
Expenses: $40,641
Assets: $1,522

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

2 people listed

People named in this filing

SHAINA LOZIER (PRINCIPAL)
STEPHEN LOZIER (TREASURY)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Lead the way equine therapy is dedicated to making a difference in the lives of many. Equine assisted activities have been shown to decrease social anxiety, depression, anger, ptsd all while increasing coping skills, feelings of overall

What it reported doing in 2025

Provides an open opportunity, a safe haven for those suffering from anxiety and depression, coming in contact with miniture horses and petting them produces relief and reduces stress amongs other activities.

Operating model

Revenue model: Donor-supported. 83% of the money available for current operations came from contributions and gifts.
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

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

Financial Efficiency: 23
Transparency & Controls: 82
Sustainability: 28
Growth: 40

Detailed rating inputs

Financial Efficiency

Mission deployment rate: 22.7%; rating input score 23
Program expense ratio: 22.5%; rating input score 22

Transparency & Controls

Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
Major donor itemization: Limited

Sustainability

Operating margin: -0.8%; rating input score 40; 40th percentile among comparable filings
Total-asset coverage ratio: 0.04; rating input score 9; 9th percentile among comparable filings
Liabilities to assets ratio: Limited
Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

Program expense growth: 33.3% per year; rating input score 100; 88th percentile among comparable filings
Revenue growth: -1.5% per year; rating input score 0; 44th percentile among comparable filings
Asset growth: -19.9% per year; rating input score 0; 11th percentile among comparable filings

Details

Where the money goes: 22.7% of revenue deployed · 22.5% of spending went to programs
Governance: Filed governance answers
Accomplishments: 2 filed program accomplishments · $9K in reported program spending
Leadership: top reported pay $0 · 2 people listed
Consistency: 6 of 6 current checks pass
Schedules: 2 filed schedules
Filing history: 2 filing years from 2024 to 2025
Contacts: How to reach this organization
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 — Financial Efficiency: Mission deployment rate scored 23/100.
High — Financial Efficiency: Program expense ratio scored 22/100.
High — Growth: Revenue growth scored 0/100.
Moderate — Sustainability: Operating margin scored 40/100.
High — Sustainability: Total-asset coverage ratio scored 9/100.
High — Growth: Asset growth scored 0/100.
Review — Sustainability: Officer compensation ratio scored 56/100.