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Shepard Meadows Equestrian Center INC

Tax-deductible

Bristol, CT501(c)(3) EIN 32-0155596Revenue $575K in FY2025

On file with the IRSshepardmeadows.org733 Hill St, 06010-2243 · Bristol, CTTax-exempt since Oct 2005Publicly supported charity — 170(b)(1)(A)(vi)

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To support the growth and well-being of all individuals, including those with special needs, by providing equine assisted activities and therapies (eaat) in a safe, caring and professional environment.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Run by 75 volunteers and 13 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $173K a year · 28% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $364K in investments, Pt X · Ln 11–13
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $18K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$504K
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$575K
+25% vs prior year
Spent
$572K
To programs
90%
Net assets
$1.7M
By yearFY2020–FY2025
Revenue
$575K
FY2025▲ +25%
Tap a bar for its year
Revenue by fiscal year
FY2020$439K
FY2021$680K
FY2022$805K
FY2023$690K
FY2024$459K
FY2025$575K
Expenses
$572K
FY2025▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$314K
FY2021$405K
FY2022$370K
FY2023$414K
FY2024$534K
FY2025$572K
Net assets
$1.7M
FY2025▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$679K
FY2021$1.0M
FY2022$1.4M
FY2023$1.7M
FY2024$1.7M
FY2025$1.7M

From the FY2025 Form 990 (year ending September 2025) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $514K Management & general 8% · $48K Fundraising 2% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Brett Aruda
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Daniel Zakin
Director
$0Pt VII · Sec A
Mark Davison
Secretary
$0Pt VII · Sec A
See Shepard Meadows Equestrian Center INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides equine-assisted activities and therapies to support individual growth and well-being.

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Provided by the organization

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1 program · $513K · in their own filed words · FY2024
01

Provided equine assisted activities to persons with disabilities. Held two 8 week sessions for spring and fall and two four week sessions in the summer. Sessions comprise of activities, primarily therapeutic riding and caring for farm animals.

$513Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Main Street Community Foundation INCFY2025$18K
Total grants receivedfrom 1 funder$18K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$575K
Ln 12
Gifts and grantsLn 1h$382K
Fees for servicesLn 2g$142K
Other incomeLn 4–11$51K
Money outPt IX
$572K
Ln 25
Programscol B$514K
Managementcol C$48K
Fundraisingcol D$10K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$95K
Total assetsLn 16$2.2M
LiabilitiesLn 26$504K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$382K
Fees for servicesLn 2g$142K
Investment incomeLn 3$241
Other incomeLn 4–11$51K
Total revenueLn 12$575K
Assets in detailPt X, end of year
CashLn 1$33K
SavingsLn 2$62K
Cash and savings togetherLn 1–2$95K
InvestmentsLn 11–13$364K
Land, buildings, equipmentLn 10c$1.7M
Total assetsLn 16$2.2M
LiabilitiesLn 26$504K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 513
VolunteersI 675
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$75K$95K
InvestmentsLn 11–13$324K$364K
Land, buildings, equipmentLn 10c$1.8M$1.7M
Total assetsLn 16$2.2M$2.2M
LiabilitiesLn 26$469K$504K
Net assetsLn 32$1.7M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$271K$271K
Other employee benefitsLn 9$5K$5K
Payroll taxesLn 10$25K$25K
Management feesLn 11a$1K$1K
Accounting feesLn 11c$8K$8K
Investment management feesLn 11f$27$27
Other fees for servicesLn 11g$8K$8K
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$9K$9K
Information technologyLn 14$10K$10K
OccupancyLn 16$17K$17K
InterestLn 20$12K$12K
Depreciation, depletion and amortizationLn 22$58K$58K
InsuranceLn 23$17K$16K$434$434
Other expenses (24a–d)Ln 24$121K$120K$473$473
Total functional expensesLn 25$572K$514K$48K$10K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $575K$572K$3K$1.7M 990 PDF
FY2024 $459K$534K−$75K$1.7M 990 PDF
FY2023 $690K$414K$276K$1.7M 990 PDF
FY2022 $805K$370K$435K$1.4M 990 PDF
FY2021 $680K$405K$275K$1.0M 990 PDF
FY2020 $439K$314K$125K$679K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $574,919 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $336,925$382,453
I-9 Program service revenuePrior year $91,000$141,542
I-10 Investment incomePrior year $662$241
I-11 Other revenuePrior year $30,845$50,683
I-12 Total revenuePrior year $459,432$574,919
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $261,107$300,534
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $273,377$271,030
I-18 Total expensesPrior year $534,484$571,564
I-19 Revenue less expensesPrior year −$75,052$3,355
Part VI · Governance 15 of 15 board members independent, 2 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $574,919 across 6 lines filed
VIII-1f All other contributions, gifts and grants$382,453
VIII-1h Total contributions, gifts and grants$382,453
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $141,542$141,542
VIII-3 Investment incomeRelated to mission $241$241
VIII-8 Net income from fundraising eventsExcluded from tax $50,683$50,683
VIII-12 Total revenueRelated to mission $141,783 · Excluded from tax $50,683$574,919
Part IX · Statement of functional expenses $571,564 across 15 lines filed
IX-7 Other salaries and wagesPrograms $270,906$270,906
IX-9 Other employee benefitsPrograms $4,896$4,896
IX-10 Payroll taxesPrograms $24,732$24,732
IX-11a Management feesPrograms $1,474$1,474
IX-11c Accounting feesManagement $7,725$7,725
IX-11f Investment management feesPrograms $27$27
IX-11g Other fees for servicesManagement $8,000$8,000
IX-12 Advertising and promotionFundraising $9,190$9,190
IX-13 Office expensesManagement $8,530$8,530
IX-14 Information technologyManagement $10,225$10,225
IX-16 OccupancyPrograms $16,632$16,632
IX-20 InterestManagement $12,410$12,410
IX-22 Depreciation, depletion and amortizationPrograms $58,190$58,190
IX-23 InsurancePrograms $16,494 · Management $434 · Fundraising $434$17,362
IX-24 Other expenses (24a–d)Programs $120,319 · Management $473 · Fundraising $473$121,265
IX-25 Total functional expensesPrograms $513,670 · Management $47,797 · Fundraising $10,097$571,564
Part X · Balance sheet $2,205,941 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $59,442$32,636
X-2 Savings and temporary cash investmentsStart of year $15,600$62,069
X-10c Land, buildings and equipment, netStart of year $1,754,046$1,746,938
X-11 Publicly traded securitiesStart of year $323,638$364,298
X-16 Total assetsStart of year $2,152,726$2,205,941
X-17 Accounts payable and accrued expensesStart of year $10,100$9,714
X-25 Other liabilities$47,893
X-26 Total liabilitiesStart of year $469,398$504,182
X-27 Net assets without donor restrictionsStart of year $1,655,388$1,676,581
X-28 Net assets with donor restrictionsStart of year $27,940$25,178
X-32 Total net assets or fund balancesStart of year $1,683,328$1,701,759
X-33 Total liabilities and net assetsStart of year $2,152,726$2,205,941
Part XI · Reconciliation of net assets $1,701,759 net assets at year end
XI-1 Total revenue$574,919
XI-2 Total expenses$571,564
XI-3 Revenue less expenses$3,355
XI-4 Net assets at start of year$1,683,328
XI-5 Net unrealized gains (losses) on investments$24,376
XI-9 Other changes in net assets−$9,300
XI-10 Net assets at end of year$1,701,759

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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