Halter Heal & Learn Through Equine Relationships FY2023 filing

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Halter and its horses enchance the lives of children with challenges Through Equine assisted activities. Services include: therapeutic riding, Equine assisted learning/coaching and space-use contract services for occupational therapy and grant-funded mental health counseling. Equine assisted activites teach children how to build healthy Relationships, self-regulate their emotions, other social, emotional skills and behaviors and Learn other skills that trasnfer from horses into the home, school, and community.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
$81K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $18K a year · 4% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$81K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
7 mo
of spending, in cash
Looks good: 6.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $114K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$129K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$417K
+11% vs prior year
Spent
$500K
To programs
70%
Net assets
$501K
By yearFY2021–FY2024
Revenue
$417K
FY2023▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2021$380K
FY2022$374K
FY2023$417K
FY2024$426K
Expenses
$500K
FY2023▲ +24%
Tap a bar for its year
Expenses by fiscal year
FY2021$340K
FY2022$404K
FY2023$500K
FY2024$425K
Net assets
$501K
FY2023▼ -14%
Tap a bar for its year
Net assets by fiscal year
FY2021$620K
FY2022$580K
FY2023$501K
FY2024$509K

From the FY2023 Form 990 (year ending June 2023) · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1988.

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

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $348K Management & general 14% · $69K Fundraising 16% · $82K

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

14 people listed on the 990; $81K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Di
$81,125Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021
Nancy Paschall$87,795$81,125$70,000$65,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Halter Heal & Learn Through Equine Relationships executive salaries →

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 15aYes

Programs and updates

Enriches children's lives through horse-assisted activities, teaching social, emotional, and behavioral skills.

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1 program · $348K · in their own filed words · FY2022
01

Halter improves the lives of children with challenges through equine assisted services, education and research. Services include: therapeutic riding, equine assisted LEARNING/COACHING and space-use contract services for physical, occupational and speech therapy.

$348Kprogram 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
Total grants receivedfrom 1 funder$114K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$417K
Ln 12
Gifts and grantsLn 1h$192K
Fees for servicesLn 2g$124K
Other incomeLn 4–11$100K
Money outPt IX
$500K
Ln 25
Programscol B$348K
Managementcol C$69K
Fundraisingcol D$82K
Owns and owesPt X
$501K
net assets · Ln 32
Cash and savingsLn 1–2$276K
Total assetsLn 16$630K
LiabilitiesLn 26$129K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$192K
Fundraising eventsLn 1c$90K
Fees for servicesLn 2g$124K
Investment incomeLn 3$1K
Other incomeLn 4–11$100K
Gains on assetsLn 7−$63
Total revenueLn 12$417K
Assets in detailPt X, end of year
CashLn 1$190K
SavingsLn 2$86K
Cash and savings togetherLn 1–2$276K
Accounts receivableLn 4$19K
Prepaid expenses and deferred chargesLn 9$9K
Land, buildings, equipmentLn 10c$325K
Total assetsLn 16$630K
LiabilitiesLn 26$129K
Net assetsLn 32$501K
OperationsPt I, VI
EmployeesI 59
VolunteersI 6213
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$320K$276K
Land, buildings, equipmentLn 10c$342K$325K
Total assetsLn 16$683K$630K
LiabilitiesLn 26$104K$129K
Net assetsLn 32$579K$501K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$81K$61K$16K$4K
Other salaries and wagesLn 7$130K$96K$26K$8K
Other employee benefitsLn 9$45K$33K$9K$2K
Payroll taxesLn 10$16K$12K$3K$790
Accounting feesLn 11c$893$803$90
Other fees for servicesLn 11g$107K$55K$52K
Advertising and promotionLn 12$1K$344$344$372
Office expensesLn 13$29K$18K$3K$8K
Information technologyLn 14$11K$4K$4K$2K
OccupancyLn 16$27K$21K$3K$3K
TravelLn 17$330$136$15$179
Conferences, conventions and meetingsLn 19$3K$3K
Depreciation, depletion and amortizationLn 22$30K$30K
InsuranceLn 23$21K$15K$4K$1K
Total functional expensesLn 25$500K$348K$69K$82K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 18, 2024 $426K$425K$1K$509K 990 PDF
FY2023 ViewingFiled with the IRS Nov 15, 2023 $417K$500K−$83K$501K 990 PDF
FY2022Filed with the IRS Nov 12, 2022 $374K$404K−$30K$580K 990 PDF
FY2021Filed with the IRS Nov 11, 2021 $380K$340K$40K$620K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $416,702 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $203,324$191,646
I-9 Program service revenuePrior year $111,943$123,542
I-10 Investment incomePrior year $1,117$1,456
I-11 Other revenuePrior year $57,907$100,058
I-12 Total revenuePrior year $374,291$416,702
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $217,771$271,229
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $187,795$228,655
I-18 Total expensesPrior year $405,566$499,884
I-19 Revenue less expensesPrior year −$31,275−$83,182
Part VI · Governance 10 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $416,702 across 9 lines filed
VIII-1c Fundraising events$89,937
VIII-1f All other contributions, gifts and grants$101,709
VIII-1h Total contributions, gifts and grants$191,646
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $123,542$123,542
VIII-3 Investment incomeExcluded from tax $1,519$1,519
VIII-7 Net gain or loss on sales of assetsRelated to mission −$63−$63
VIII-8 Net income from fundraising events$89,841
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $10,217$10,217
VIII-12 Total revenueRelated to mission $133,696 · Excluded from tax $1,519$416,702
Part IX · Statement of functional expenses $499,884 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $60,844 · Management $16,225 · Fundraising $4,056$81,125
IX-7 Other salaries and wagesPrograms $96,118 · Management $25,631 · Fundraising $8,019$129,768
IX-9 Other employee benefitsPrograms $33,403 · Management $8,907 · Fundraising $2,227$44,537
IX-10 Payroll taxesPrograms $11,849 · Management $3,160 · Fundraising $790$15,799
IX-11c Accounting feesManagement $803 · Fundraising $90$893
IX-11g Other fees for servicesPrograms $55,218 · Fundraising $52,019$107,237
IX-12 Advertising and promotionPrograms $344 · Management $344 · Fundraising $372$1,060
IX-13 Office expensesPrograms $17,751 · Management $3,196 · Fundraising $7,602$28,549
IX-14 Information technologyPrograms $4,128 · Management $4,129 · Fundraising $2,490$10,747
IX-16 OccupancyPrograms $20,842 · Management $2,829 · Fundraising $3,348$27,019
IX-17 TravelPrograms $136 · Management $15 · Fundraising $179$330
IX-19 Conferences, conventions and meetingsPrograms $2,666$2,666
IX-22 Depreciation, depletion and amortizationPrograms $29,523$29,523
IX-23 InsurancePrograms $15,180 · Management $4,184 · Fundraising $1,267$20,631
IX-25 Total functional expensesPrograms $348,002 · Management $69,423 · Fundraising $82,459$499,884
Part X · Balance sheet $629,652 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $238,617$189,897
X-2 Savings and temporary cash investmentsStart of year $80,941$86,385
X-4 Accounts receivableStart of year $9,640$19,022
X-9 Prepaid expenses and deferred chargesStart of year $11,645$9,328
X-10c Land, buildings and equipment, netStart of year $342,438$325,020
X-16 Total assetsStart of year $683,281$629,652
X-17 Accounts payable and accrued expensesStart of year $3,844$18,367
X-19 Deferred revenueStart of year $58,342$76,154
X-24 Unsecured notes and loans payableStart of year $41,885$34,292
X-26 Total liabilitiesStart of year $104,071$128,813
X-27 Net assets without donor restrictionsStart of year $579,210$500,839
X-32 Total net assets or fund balancesStart of year $579,210$500,839
X-33 Total liabilities and net assetsStart of year $683,281$629,652
Part XI · Reconciliation of net assets $500,839 net assets at year end
XI-1 Total revenue$416,702
XI-2 Total expenses$499,884
XI-3 Revenue less expenses−$83,182
XI-4 Net assets at start of year$579,210
XI-5 Net unrealized gains (losses) on investments$4,811
XI-10 Net assets at end of year$500,839

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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