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Shepard Meadows Equestrian Center INC FY2020 filing

Tax-deductible

Bristol, CT501(c)(3) EIN 32-0155596Revenue $439K in FY2020

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.
92¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2020 · 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
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 10.5 months of spending in cash; 3 or more.
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
$161K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$439K
Spent
$314K
To programs
92%
Net assets
$679K
By yearFY2020–FY2025
Revenue
$439K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$439K
FY2021$680K
FY2022$805K
FY2023$690K
FY2024$459K
FY2025$575K
Expenses
$314K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$314K
FY2021$405K
FY2022$370K
FY2023$414K
FY2024$534K
FY2025$572K
Net assets
$679K
FY2020
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 FY2020 Form 990 (year ending September 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

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

92 cents of each dollar spent went to programs.

Program services 92% · $289K Management & general 8% · $24K Fundraising 0% · $1K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Jon Rondeau
Director
$0Pt VII · Sec A
Jason Warnke
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Larry Gonzalez
Vice-Preside
$0Pt VII · Sec A
Brett Kroh
Treasurer
$0Pt VII · Sec A
Daniel Zakin
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
  • Loans to or from officersSch L · Pt II1 listed

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 · $289K · in their own filed words · FY2019
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.

$289Kprogram 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 FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$439K
Ln 12
Gifts and grantsLn 1h$372K
Fees for servicesLn 2g$42K
Other incomeLn 4–11$25K
Money outPt IX
$314K
Ln 25
Programscol B$289K
Managementcol C$24K
Fundraisingcol D$1K
Owns and owesPt X
$679K
net assets · Ln 32
Cash and savingsLn 1–2$276K
Total assetsLn 16$839K
LiabilitiesLn 26$161K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$372K
Government grantsLn 1e$30K
Fundraising eventsLn 1c$11K
Fees for servicesLn 2g$42K
Investment incomeLn 3$83
Other incomeLn 4–11$25K
Total revenueLn 12$439K
Assets in detailPt X, end of year
CashLn 1$157K
SavingsLn 2$119K
Cash and savings togetherLn 1–2$276K
Land, buildings, equipmentLn 10c$563K
Total assetsLn 16$839K
LiabilitiesLn 26$161K
Net assetsLn 32$679K
OperationsPt I, VI
EmployeesI 513
VolunteersI 675
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$46K$276K
Land, buildings, equipmentLn 10c$580K$563K
Total assetsLn 16$626K$839K
LiabilitiesLn 26$83K$161K
Net assetsLn 32$543K$679K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$142K$142K
Payroll taxesLn 10$15K$15K
Management feesLn 11a$1K$1K
Accounting feesLn 11c$8K$8K
Advertising and promotionLn 12$821$821
Office expensesLn 13$14K$14K
Information technologyLn 14$2K$2K
OccupancyLn 16$14K$14K
Depreciation, depletion and amortizationLn 22$40K$40K
InsuranceLn 23$11K$10K$265$265
Other expenses (24a–d)Ln 24$68K$67K$218$218
Total functional expensesLn 25$314K$289K$24K$1K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $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 FY2020 990 (6 parts)
Part I · Summary $438,979 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $386,832$371,802
I-9 Program service revenuePrior year $41,974$42,330
I-10 Investment incomePrior year $14$83
I-11 Other revenuePrior year $17,220$24,764
I-12 Total revenuePrior year $446,040$438,979
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $165,400$157,278
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $144,127$157,043
I-18 Total expensesPrior year $309,527$314,321
I-19 Revenue less expensesPrior year $136,513$124,658
Part VI · Governance 8 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
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
Part VIII · Statement of revenue $438,979 across 8 lines filed
VIII-1c Fundraising events$11,138
VIII-1e Government grants$30,000
VIII-1f All other contributions, gifts and grants$330,664
VIII-1h Total contributions, gifts and grants$371,802
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $42,330$42,330
VIII-3 Investment incomeRelated to mission $83$83
VIII-8 Net income from fundraising eventsExcluded from tax $24,764$24,764
VIII-12 Total revenueRelated to mission $42,413 · Excluded from tax $24,764$438,979
Part IX · Statement of functional expenses $314,321 across 11 lines filed
IX-7 Other salaries and wagesPrograms $142,493$142,493
IX-10 Payroll taxesPrograms $14,785$14,785
IX-11a Management feesPrograms $1,026$1,026
IX-11c Accounting feesManagement $7,660$7,660
IX-12 Advertising and promotionFundraising $821$821
IX-13 Office expensesManagement $14,040$14,040
IX-14 Information technologyManagement $1,549$1,549
IX-16 OccupancyPrograms $13,761$13,761
IX-22 Depreciation, depletion and amortizationPrograms $39,891$39,891
IX-23 InsurancePrograms $10,083 · Management $265 · Fundraising $265$10,613
IX-24 Other expenses (24a–d)Programs $67,246 · Management $218 · Fundraising $218$67,682
IX-25 Total functional expensesPrograms $289,285 · Management $23,732 · Fundraising $1,304$314,321
Part X · Balance sheet $839,442 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $14,889$156,744
X-2 Savings and temporary cash investmentsStart of year $31,452$119,455
X-10c Land, buildings and equipment, netStart of year $579,733$563,243
X-16 Total assetsStart of year $626,074$839,442
X-17 Accounts payable and accrued expensesStart of year $4,042$3,206
X-26 Total liabilitiesStart of year $82,687$160,696
X-27 Net assets without donor restrictionsStart of year $534,902$670,641
X-28 Net assets with donor restrictionsStart of year $8,485$8,105
X-32 Total net assets or fund balancesStart of year $543,387$678,746
X-33 Total liabilities and net assetsStart of year $626,074$839,442
Part XI · Reconciliation of net assets $678,746 net assets at year end
XI-1 Total revenue$438,979
XI-2 Total expenses$314,321
XI-3 Revenue less expenses$124,658
XI-4 Net assets at start of year$543,387
XI-9 Other changes in net assets$10,701
XI-10 Net assets at end of year$678,746

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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