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Shepard Meadows Equestrian Center INC FY2021 filing

Tax-deductible

Bristol, CT501(c)(3) EIN 32-0155596Revenue $680K in FY2021

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.
89¢ 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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FY2021 · 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
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
23 mo
of spending, in cash
Looks good: 23.4 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
$504K
33% of total assets
Looks good: liabilities are 33% 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
$680K
+55% vs prior year
Spent
$405K
To programs
89%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$680K
FY2021▲ +55%
Tap a bar for its year
Revenue by fiscal year
FY2020$439K
FY2021$680K
FY2022$805K
FY2023$690K
FY2024$459K
FY2025$575K
Expenses
$405K
FY2021▲ +29%
Tap a bar for its year
Expenses by fiscal year
FY2020$314K
FY2021$405K
FY2022$370K
FY2023$414K
FY2024$534K
FY2025$572K
Net assets
$1.0M
FY2021▲ +49%
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 FY2021 Form 990 (year ending September 2021) · see the original

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You’re viewing the FY2021 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

89 cents of each dollar spent went to programs.

Program services 89% · $362K Management & general 10% · $40K Fundraising 1% · $3K

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 (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jon Rondeau
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

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 · $362K · in their own filed words · FY2020
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.

$362Kprogram 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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$680K
Ln 12
Gifts and grantsLn 1h$552K
Fees for servicesLn 2g$108K
Other incomeLn 4–11$20K
Money outPt IX
$405K
Ln 25
Programscol B$362K
Managementcol C$40K
Fundraisingcol D$3K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$790K
Total assetsLn 16$1.5M
LiabilitiesLn 26$504K
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$552K
Government grantsLn 1e$31K
Fundraising eventsLn 1c$27K
Fees for servicesLn 2g$108K
Investment incomeLn 3$185
Other incomeLn 4–11$20K
Total revenueLn 12$680K
Assets in detailPt X, end of year
CashLn 1$420K
SavingsLn 2$369K
Cash and savings togetherLn 1–2$790K
InvestmentsLn 11–13$1K
Land, buildings, equipmentLn 10c$725K
Total assetsLn 16$1.5M
LiabilitiesLn 26$504K
Net assetsLn 32$1.0M
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 FY21End FY21
Cash and savingsLn 1–2$276K$790K
InvestmentsLn 11–13$1K
Land, buildings, equipmentLn 10c$563K$725K
Total assetsLn 16$839K$1.5M
LiabilitiesLn 26$161K$504K
Net assetsLn 32$679K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$168K$168K
Payroll taxesLn 10$19K$19K
Management feesLn 11a$1K$1K
Accounting feesLn 11c$11K$11K
Other fees for servicesLn 11g$7K$7K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$14K$14K
Information technologyLn 14$2K$2K
OccupancyLn 16$12K$12K
InterestLn 20$5K$5K
Depreciation, depletion and amortizationLn 22$92K$92K
InsuranceLn 23$16K$15K$402$402
Other expenses (24a–d)Ln 24$56K$56K$212$212
Total functional expensesLn 25$405K$362K$40K$3K

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 Viewing $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 FY2021 990 (6 parts)
Part I · Summary $680,254 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $341,802$551,884
I-9 Program service revenuePrior year $40,740$108,352
I-10 Investment incomePrior year $83$185
I-11 Other revenuePrior year $25,200$19,833
I-12 Total revenuePrior year $407,825$680,254
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $157,278$186,287
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $156,254$219,211
I-18 Total expensesPrior year $313,532$405,498
I-19 Revenue less expensesPrior year $94,293$274,756
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 $680,254 across 8 lines filed
VIII-1c Fundraising events$26,633
VIII-1e Government grants$30,993
VIII-1f All other contributions, gifts and grants$494,258
VIII-1h Total contributions, gifts and grants$551,884
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $108,352$108,352
VIII-3 Investment incomeRelated to mission $185$185
VIII-8 Net income from fundraising eventsExcluded from tax $19,833$19,833
VIII-12 Total revenueRelated to mission $108,537 · Excluded from tax $19,833$680,254
Part IX · Statement of functional expenses $405,498 across 13 lines filed
IX-7 Other salaries and wagesPrograms $167,617$167,617
IX-10 Payroll taxesPrograms $18,670$18,670
IX-11a Management feesPrograms $1,055$1,055
IX-11c Accounting feesManagement $11,300$11,300
IX-11g Other fees for servicesManagement $6,631$6,631
IX-12 Advertising and promotionFundraising $2,240$2,240
IX-13 Office expensesManagement $14,392$14,392
IX-14 Information technologyManagement $1,813$1,813
IX-16 OccupancyPrograms $12,255$12,255
IX-20 InterestManagement $5,396$5,396
IX-22 Depreciation, depletion and amortizationPrograms $91,695$91,695
IX-23 InsurancePrograms $15,293 · Management $402 · Fundraising $402$16,097
IX-24 Other expenses (24a–d)Programs $55,913 · Management $212 · Fundraising $212$56,337
IX-25 Total functional expensesPrograms $362,498 · Management $40,146 · Fundraising $2,854$405,498
Part X · Balance sheet $1,515,833 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $156,744$420,436
X-2 Savings and temporary cash investmentsStart of year $119,455$369,140
X-10c Land, buildings and equipment, netStart of year $563,243$725,223
X-11 Publicly traded securities$1,034
X-16 Total assetsStart of year $839,442$1,515,833
X-17 Accounts payable and accrued expensesStart of year $3,206$5,839
X-26 Total liabilitiesStart of year $160,696$504,382
X-27 Net assets without donor restrictionsStart of year $670,641$692,430
X-28 Net assets with donor restrictionsStart of year $8,105$319,021
X-32 Total net assets or fund balancesStart of year $678,746$1,011,451
X-33 Total liabilities and net assetsStart of year $839,442$1,515,833
Part XI · Reconciliation of net assets $1,011,451 net assets at year end
XI-1 Total revenue$680,254
XI-2 Total expenses$405,498
XI-3 Revenue less expenses$274,756
XI-4 Net assets at start of year$678,746
XI-5 Net unrealized gains (losses) on investments−$36
XI-9 Other changes in net assets$57,985
XI-10 Net assets at end of year$1,011,451

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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