Special Equestrians Inc

Nonprofit profile at a glance

EIN
650250071
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Fort Myers, FL, USA
Phone
2392261221
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Patient Services - Entertainment, Recreation

Reported finances

Revenue
$510,282
Expenses
$477,684
Assets
$2,499,873
Liabilities
$2,440

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

Leadership & pay

13 people listed

Executive titles in this filing

  • ERICA JOHNSON (V PRESIDENT)
  • FREDA JONES (PRESIDENT)

Highest reported compensation

  • DANA HOLLENZER (EXECUTIVE DI): $67,291 total reported compensation

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

Overview

Mission

To provide therapeautic benefits to handicapped citizens through a horseback riding program.

What it reported doing in 2024

Therapeutic riding our therapeutic riding program focuses on teaching horseback-riding skills while using therapeutic activities tailored to each rider's needs. These lessons are designed specifically for riders with physical and cognitive disabilities. Group lessons are structured with four riders per class, each taught by a certified riding instructor. These small-group mounted therapeutic riding lessons take place simultaneously in our large, covered 100' x 200' arena for a 1-hour session, which includes time to mount and dismount riders. Some riders, if they are interested, may go back to the barn to help untack and groom their horse. Therapeutic riding develops small and gross motor skills, problem-solving abilities, and teaches essential emotional and physical processes, and builds social connections among riders, their instructors, volunteers, and other riders. Riders often do not realize they are gaining therapeutic benefits because they are having so much fun experiencing the motion of a horse is therapeutic because horseback riding rhythmically moves the rider's body like the human gait. Riders with physical disabilities regularly show improvement in flexibility, balance, and muscle strength. In addition to its therapeutic benefits, horseback riding offers individuals recreational opportunities to enjoy the outdoors. Horseback riding activities also encourage stretching and strengthening of underused or underdeveloped muscles, improve posture and coordination, help develop gross and fine motor skills, increase the rider's awareness of their body, and improve range of motion. In addition, riders with disabilities increase their self-esteem and self-confidence and increase their ability to focus and stay on task. Therapeutic grooming special equestrians, inc. Offers therapeutic grooming classes. These classes provide a range of benefits, from stress reduction to fostering trust for more positive connections, enhancing mental well-being, boosting self-esteem, strengthening bonds, and improving health and wellness. These benefits are not just for humans but also for our beloved horses. The rhythmic and calming act of brushing builds mutual understanding, enhances communication skills, and is purely enjoyable. Our team has integrated the national health education standards into the grooming curriculum, allowing facilitators to explore additional interpersonal skills, decision-making, goal-setting, advocacy, nutrition, and more at se, we believe the barn is a sacred space, and holding classes among the pine shavings, rustic wooden walls, and grooming stations is a blessing and gift for our community of volunteers, staff, and participants. Our path intl facilitates this program. Certified therapeutic riding instructors and lisa coy, a path intl. Certified equine specialist in mental health and learning. We conduct the grooming classes at the same time we have scheduled therapeutic riding services. This program has allowed us to address our very long waiting list and serve individuals who may not be eligible to ride. The benefits are many, and caregivers express increased confidence, enjoyment, and excitement among participants. Therapy services occupational therapy utilizing hippotherapy strides occupational therapy services has partnered with special equestrians to provide occupational therapy services using hippotherapy as a treatment strategy. Using our valuable equines, children and adults can receive therapy services like never before. The minimum age to receive these services is 2 years old. What is hippotherapy the term hippotherapy refers to how occupational therapy, physical therapy, and speech-language pathology professionals use evidence-based practice and clinical reasoning to purposefully manipulate equine movement to engage sensory, neuromotor, and cognitive systems and achieve functional outcomes. In conjunction with the affordances of the equine environment and other treatment strategies, hippotherapy is par

Operating model

Revenue model
Donor-supported. 88% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 92
  • Accountability: 84
  • Sustainability: 63
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.2%; rating input score 76
  • Program expense ratio: 81.1%; rating input score 81
  • Fundraising efficiency: $34.65 raised per $1 spent on fundraising; rating input score 71; 71st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6.4%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 5.23; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 14.1%; rating input score 25; 25th percentile among comparable filings

Growth

  • Program expense growth: 7.2% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 5.1% per year; rating input score 100; 44th percentile among comparable filings
  • Asset growth: 5.7% per year; rating input score 100; 42nd percentile among comparable filings

Details

  • Where the money goes: 76.2% of revenue deployed · 81.1% of spending went to programs
  • Governance: 11 of 11 board members independent · 5 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $388K in reported program spending
  • Leadership: top reported pay $67K · 13 people listed
  • Consistency: 30 of 30 current checks pass
  • Schedules: 7 filed schedules · includes major donors
  • Filing history: 15 filing years from 2009 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.

  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • Review — Sustainability: Operating margin scored 54/100.
  • High — Sustainability: Officer compensation ratio scored 25/100.