2023-11-15T11:50:39-06:00 2022-12-31 390912608 HAWKINS ASH CPAS LLP 520 N BROADWAY SUITE 250 GREEN BAY WI 54303 990 2022-01-01 391959653 EXCEPTIONAL EQUESTRIANS COMPANY EXCE 9203473174 1130 ORLANDO DRIVE DE PERE WI 54115 LISA KAFKA EXECUTIVE DIRECTOR 9203473174 2023-11-15 1 LISA KAFKA 999009999 1 JEFFREY DANEN CPA P01236582 9203369850 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA KAFKA 1130 ORLANDO DRIVE DE PERE WI 54115 697242 0 X WWW.EXCEPTIONALEQUESTRIANS.ORG X 1999 WI TO PROVIDE EQUINE-ASSISTED THERAPIES TO INDIVIDUALS WITH SPECIAL NEEDS. 8 8 14 190 0 0 607149 486813 201887 186294 6304 -394 1836 14390 817176 687103 0 0 0 0 375595 396939 0 0 91358 154960 209807 530555 606746 286621 80357 797101 882476 24577 29928 772524 852548 X TO BETTER THE LIVES OF PEOPLE OF ALL ABILITIES THROUGH THE HEALING POWER OF HORSES. 0 0 402439 186413 THE PROGRAM PROVIDED QUALITY AND INNOVATIVE HIPPOTHERAPY SERVICES BY LICENSES AND SPECIALLY TRAINED PROFESSIONALS. IN 2022, (UPDATE: MORE THAN 3,600 SESSIONS WERE PROVIDED TO INDIVIDUALS AND GROUPS. SESSIONS MAY HAVE UP TO 20 RIDERS PER SESSION SUCH AS SCHOOL GROUPS OR AS FEW AS ONE RIDER SUCH AS HIPPOTHERAPY. RIDERS INCLUDED SPECIAL NEEDS CHILDREN ON A WEEKLY BASIS, COMPLETED OBJECTIVE GAIT ASSESSMENT PRE AND POST THERAPY TO DOCUMENT CLINICAL PROGRESS, AND PROVIDED ADULT HIPPOTHERAPY AND ADAPTIVE RIDING PROGRAMS. THESE THERAPIES ARE NOT COVERED BY INSURANCE THOUGH MANY COUNTIES PROVIDE COVERAGE THROUGH WAIVER PROGRAMS. THE COST OF PROGRAMMING IS ALSO COVERED BY MINIMUM OUT OF POCKET PATIENT FEES, GRANTS, DONATIONS, AND FUNDRAISING EVENTS. THE ORGANIZATION ALSO HAS A PROGRAM CALLED TAKING THE LEAD WHICH USES THE INTERACTION WITH ..(CUT OFF ON PY RETURN UPDATE AS NECESSARY) 402439 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 14 1 0 0 0 0 0 0 0 1 0 0 0 X 8 8 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WI X LISA KAFKA 9203473174 1130 ORLANDO DRIVE DE PERE WI 54115 ELIZABETH MOBERG-WOLFF PRESIDENT 1.00 X X 0 0 0 AMY LEVERSON VICE-PRESIDENT 1.00 X X 0 0 0 TROY CHALTRY TREASURER 1.00 X X 0 0 0 MATT FLANAGAN SECRETARY 1.00 X X 0 0 0 SANDY BARNICK DIRECTOR 1.00 X 0 0 0 JENNA DAIS DIRECTOR 1.00 X 0 0 0 HEATHER GARTZKE DIRECTOR 1.00 X 0 0 0 ALYSSA GROMOWSKI DIRECTOR 1.00 X 0 0 0 LAINA STUEBNER DIRECTOR 1.00 X 0 0 0 LISA KAFKA EXECUTIVE DIRECTOR 40.00 X 103926 0 9506 103926 0 9506 1 0 0 0 0 7500 479313 34547 486813 THERAPY AND OTHER PROG 621340 186294 186294 186294 1268 1268 400 960 1102 -960 -702 -1662 -1662 20686 8077 12609 12609 MISCELLANEOUS 621340 1781 1781 1781 687103 186413 0 13877 344731 210286 62052 72393 24068 14681 4332 5055 28140 17165 5065 5910 36724 36724 225 225 18052 17545 234 273 3284 511 2773 5115 1705 1705 1705 1494 498 498 498 30819 30819 6010 6010 2549 2549 32387 32387 20021 15729 1981 2311 HORSE SUPPLIES AND MAIN 46602 46602 DUES 3823 3823 MISCELLANEOUS 2702 2129 133 440 606746 402439 112949 91358 109471 74454 333076 423939 33736 15240 15152 16988 688372 362232 282020 326140 23646 25715 797101 882476 24577 29928 24577 29928 X 641788 622138 130736 230410 772524 852548 797101 882476 80357 -333 0 X X 1 X 0 1 0 X 229722 155855 426589 607149 416813 1836128 142922 183593 150358 201887 207943 886703 26031 79209 0 0 0 105240 398675 418657 576947 809036 624756 2828071 37497 43000 53645 90436 112328 336906 8858 18611 74100 208213 85146 394928 46355 61611 127745 298649 197474 731834 2096237 516 514 98 117 2687 3932 516 514 98 117 2687 3932 5314 1836 12609 19759 399191 419171 582359 810989 640052 2851762 0.73510 0.87200 0.00140 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23646 3225 -931 225 25715 23027 935 -88 228 23646 22470 757 200 23027 21257 575 855 217 22470 21050 220 194 207 21257 1.00000 1 0 62421 62421 305420 164684 140736 140567 115698 24869 179964 81850 98114 326140 X PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. CORN ROAST PINK FLAMINGO 4112 4112 110 HORSES FOR HEALING 15997 15997 7922 1 577 577 45 20686 20686 8077 8077 12609 X 1 881 FAIR MARKET VALUE X CONSTRUCTION SERVICES ASSOCIATED WITH CAPITALIZED LAND IMPROVEMENTS 3 21870 FAIR MARKET VALUE X SUPPLIES 30 11118 FAIR MARKET VALUE X EQUIPMENT RENTAL 2 678 FAIR MARKET VALUE 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE ORGANIZATION USES AN UNRELATED THIRD PARTY FOR LOGISTICAL OPERATIONS MANAGEMENT FOR DONATED VEHICLES. FORM 990, PART VI, SECTION A, LINE 2 LISA KAFKA AND LISA JONES HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY RECEIVES REGULAR FINANCIAL UPDATES AND RECEIVES THE FORM 990 BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND VOLUNTEERS SIGN A FORM ACKNOWLEDGING NO CONFLICTS OF INTEREST AND AGREEING TO DISCLOSE ANY FUTURE CONFLICTS OF INTEREST SHOULD ONE ARISE. A BOARD MEMBER WITH A CONFLICT OF INTEREST CANNOT VOTE ON THE RELATED MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWED THE EXECUTIVE DIRECTOR'S ROLE, EXPERTISE AND BUDGET SIZE IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. ACTIONS OF THE BOARD OF DIRECTORS ARE DOCUMENTED IN BOARD MINUTES. THE ORGANIZATION HAS NO OTHER PAID OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMED THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT PROCESS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.