2023-10-18T13:46:30-05:00 2022-12-31 522334868 GRANDIZIO WILKINS LITTLE & MATTHEWS 8370 VETERANS HIGHWAY SUITE 104 MILLERSVILLE MD 21108 990 2022-01-01 522035698 MARYLAND THERAPEUTIC RIDING INC MARY 4109236800 1141 SUNRISE BEACH ROAD CROWNSVILLE MD 21032 JERRY HOUSAND TREASURER 4109236800 2023-10-17 1 JERRY HOUSAND 999009999 0 JOHN DINO GAVIN P01246701 4109873313 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JERRY HOUSAND 1141 SUNRISE BEACH ROAD CROWNSVILLE MD 21032 1319600 0 X WWW.HORSESTHATHEAL.ORG X 1996 MD IMPROVING THE QUALITY OF LIFE OF CHILDREN, ADULTS, ACTIVE MILITARY AND VETERANS WITH SPECIAL NEEDS BY CONNECTING HUMANS AND HORSES IN A HEALING ENVIRONMENT. 9 9 28 292 0 0 703718 769725 234929 349953 11797 930 0 1667 950444 1122275 0 0 0 0 332432 397094 0 0 12802 316922 451943 649354 849037 301090 273238 2693995 2410172 504140 10734 2189855 2399438 MTR'S SERVICES SUPPORT OUR MISSION BY CONNECTING HUMAN AND HORSE TO HELP CONQUER PHYSICAL, DEVELOPMENTAL AND EMOTIONAL CHALLENGES AND IMPROVE QUALITY OF LIFE. 0 0 784211 351620 ORGANIZATION PROVIDES ADAPTIVE RIDING, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPY, AND MENTAL HEALTH THERAPY IN THE MARYLAND AREA. 784211 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 1 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 MD X X THE ORGANIZATION 4109236800 1141 SUNRISE BEACH ROAD CROWNSVILLE MD 21032 JENNIFER LITWAK SECRETARY 1.00 X X 0 0 0 JERRY HOUSAND TREASURER 1.00 X X 0 0 0 LESLIE LEWIS DIRECTOR 1.00 X 0 0 0 NANCY SPIESMAN DIRECTOR 1.00 X 0 0 0 DANIELLE WHALEN VICE CHAIRMAN 1.00 X X 0 0 0 WILLIAM GARLOW CHAIRMAN 1.00 X X 0 0 0 BRIAN COOPER DIRECTOR 1.00 X 0 0 0 ROBERT JAMES MILLER III DIRECTOR 1.00 X 0 0 0 KIM DECHELLO DIRECTOR 1.00 X 0 0 0 KELLY RODGERS EXECUTIVE DIRECTOR 40.00 X 92502 0 0 92502 0 0 0 0 0 0 0 130265 30000 609460 38642 769725 THERAPEUTIC RIDING 624100 349953 349953 349953 19631 19631 25790 25210 19281 580 -19281 -18701 -18701 152834 130265 152834 0 MISCELLANEOUS 900099 1667 1667 1667 1122275 351620 0 930 X 92502 83374 7841 1287 249528 224904 21151 3473 23252 15442 6628 1182 31812 28673 2696 443 18400 18051 349 12050 11821 229 8448 8085 173 190 32423 32423 7188 7188 82432 78024 4408 29030 27226 1447 357 HORSE MAINTENANCE 66512 66512 IN-KIND EXPENSES 35563 35563 REPAIRS AND MAINTENANCE 27930 25694 1677 559 CONTRACT LABOR 21696 21696 110271 99535 6003 4733 849037 784211 52024 12802 532758 269413 255309 77954 10000 0 2259213 599183 1663462 1660030 132600 166711 99866 236064 2693995 2410172 8061 10734 496079 0 504140 10734 X 1836493 2257941 353362 141497 2189855 2399438 2693995 2410172 273238 -63655 0 X X 0 1 X 1 0 X 947938 780696 605705 703718 769725 3807782 211441 195884 140786 234929 351620 1134660 1159379 976580 746491 938647 1121345 4942442 0 0 0 4942442 8544 12129 6541 12583 19631 59428 8544 12129 6541 12583 19631 59428 49643 152834 202477 1167923 988709 753032 1000873 1293810 5204347 0.94970 0.97930 0.01140 0.01050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: NON-CONTRIBUTION PORTION OF SPECIAL EVENT REVENUE - 2021 AMOUNT: $ 49,643. 2022 AMOUNT: $ 152,834. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65439 -65439 632820 -567381 65439 746788 -113968 632820 536704 536704 1491490 476011 1015479 231019 123172 107847 1660030 MONEY MARKET FUNDS 70835 F MUTUAL FUNDS 165229 F 236064 X 1058620 -63655 -63655 1122275 0 1122275 849037 0 849037 0 849037 PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO SUBJECT THE FUND TO LOW INVESTMENT RISK. ENDOWMENT ASSETS ARE INVESTED IN ACCORDANCE WITH THE STATEMENT OF INVESTMENT POLICY OBJECTIVES AND GUIDELINES. THE ORGANIZATION SEEKS TO BUILD ENDOWMENT ASSETS THROUGH ADDITIONAL CONTRIBUTIONS. THE ORGANIZATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION IN ACCORDANCE WITH THE STATEMENT OF INVESTMENT POLICY OBJECTIVES AND GUIDELINES. THE CURRENT SPENDING POLICY IS EXPECTED TO ALLOW THE ORGANIZATIONS ENDOWMENT FUND TO GROW AS A RESULT OF INVESTMENT RETURNS. THIS IS CONSISTENT WITH THE ORGANIZATIONS OBJECTIVES TO PRESERVE ENDOWMENT ASSETS WITHOUT SUBJECTING THEM TO SUBSTANTIAL RISK, AND PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS. PART X, LINE 2: MTR IS EXEMPT FROM FEDERAL AND STATE TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION'S EVALUATION ON DECEMBER 31, 2022 REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2019 THROUGH 2021 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. MTR DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE (12) MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. DERBY DAY EVENT 222526 91992 130534 130534 FOUNDERS DAY 36342 17441 18901 18901 5 24231 20832 3399 3399 283099 130265 152834 152834 152834 0 X 1 3079 FMV X MISCELLANEOUS 107 35563 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS AN EXECUTIVE COMMITTE THAT REVIEWS AND APPROVES THE FORM 990 BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER AND KEY STAFF PERSON COMPLETES A CONFLICT OF INTEREST CERTIFICATION IN ACCORDANCE WITH IRS GUIDELINES. IN THE CASE OF CONFLICTS, THE EXECUTIVE COMMITTEE SERVES AS THE ADJUDICATOR. ANY UNRESOLVED CONFLICTS ARE BROUGHT TO THE BOARD FOR A FULL VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD EXECUTIVE COMMITTEE PLACES ADS, COLLECTS RESUMES, DOES PHONE INTERVIEWS AND THEN FINAL INTERVIEWS. THE COMMITTEE LOOKS AT COMPARABLE SALARIES FOR EXECUTIVE DIRECTOR POSITION AS WELL AS BUDGET TO DETERMINE SALARY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION FORM 990, PART IX, LINE 24E UTILITIES: PROGRAM SERVICE EXPENSES 17,460. MANAGEMENT AND GENERAL EXPENSES 1,076. FUNDRAISING EXPENSES 1,148. TOTAL EXPENSES 19,684. EDUCATION AND TRAINING: PROGRAM SERVICE EXPENSES 13,577. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,577. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 9,816. MANAGEMENT AND GENERAL EXPENSES 375. FUNDRAISING EXPENSES 2,453. TOTAL EXPENSES 12,644. COMPUTER/IT: PROGRAM SERVICE EXPENSES 9,570. MANAGEMENT AND GENERAL EXPENSES 946. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,516. MEALS & ENTERTAINMENT: PROGRAM SERVICE EXPENSES 8,562. MANAGEMENT AND GENERAL EXPENSES 618. FUNDRAISING EXPENSES 618. TOTAL EXPENSES 9,798. DEVELOPMENT TRAVEL AND ENTERTAINMENT: PROGRAM SERVICE EXPENSES 8,184. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,184. DUES, SUBSCRIPTIONS AND MEMBERSHIPS: PROGRAM SERVICE EXPENSES 6,769. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,769. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 6,708. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,708. AWARDS AND RECOGNITION: PROGRAM SERVICE EXPENSES 5,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,001. VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 4,863. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,863. RENTALS: PROGRAM SERVICE EXPENSES 3,309. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,309. DONOR DEVELOPMENT AND MANAGEMENT: PROGRAM SERVICE EXPENSES 2,671. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 471. TOTAL EXPENSES 3,142. EQUIPMENT RENTALS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,988. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,988. POSTAGE AND PRINTING: PROGRAM SERVICE EXPENSES 2,854. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,854. BANK CHARGES: PROGRAM SERVICE EXPENSES 191. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 43. TOTAL EXPENSES 234. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS REVIEW OR SELECTION PROCESS DURING THE YEAR