2025-10-03T08:40:12-05:00 2024-12-31 522334868 GRANDIZIO WILKINS LITTLE & MATTHEWS 8370 VETERANS HIGHWAY SUITE 104 MILLERSVILLE MD 21108 990 2024-01-01 522035698 MARYLAND THERAPEUTIC RIDING INC MARY 4109236800 1141 SUNRISE BEACH ROAD CROWNSVILLE MD 21032 JERRY HOUSAND TREASURER 4109236800 2025-10-01 1 0 MARK GATZKE P01253254 4109873313 2024 2025-03-06 01:10:19Z JERRY HOUSAND 1141 SUNRISE BEACH ROAD CROWNSVILLE MD 21032 1107655 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. 10 10 22 259 0 0 685926 597425 328421 364018 15998 31834 2945 0 1033290 993277 0 0 0 0 479828 439620 0 0 10610 484469 496698 964297 936318 68993 56959 2527382 2619350 16602 13423 2510780 2605927 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 871305 364018 ORGANIZATION PROVIDES ADAPTIVE RIDING, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPY, AND MENTAL HEALTH THERAPY IN THE MARYLAND AREA. 871305 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 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 LYNN QUAYLE DIRECTOR 1.00 X X 0 0 0 JERRY HOUSAND TREASURER 1.00 X X 0 0 0 LESLIE LEWIS SECRETARY 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 KIM DECHELLO DIRECTOR 1.00 X 0 0 0 STEVEN GRANT DIRECTOR 1.00 X 0 0 0 KRYSTA HERRING DIRECTOR 1.00 X 0 0 0 ELISSA BORGES DIRECTOR 1.00 X 0 0 0 KELLY RODGERS EXECUTIVE DIRECTOR 40.00 X 100402 0 0 100402 0 0 1 0 0 0 0 123198 474227 44006 597425 THERAPEUTIC RIDING 624100 364018 364018 364018 25719 25719 40366 34251 6115 6115 6115 80127 123198 80127 0 993277 364018 0 31834 X 100402 90494 8511 1397 284959 256840 24154 3965 18866 12529 5378 959 35393 31900 3000 493 31775 31049 726 6500 6500 14701 14070 301 330 36461 36461 24116 24116 85739 81154 4585 34492 32348 1719 425 EQUINE EXPENSES 103973 103973 IN-KIND EXPENSES 32922 32922 CONTRACT LABOR 17399 17399 SUPPLIES 12481 12481 96139 87069 6755 2315 936318 871305 54403 10610 103973 212018 324633 229115 11125 5345 2392218 747636 1655324 1644582 218040 285409 214287 242881 2527382 2619350 16602 13423 16602 13423 X 2214661 2295221 296119 310706 2510780 2605927 2527382 2619350 56959 38188 0 X X 0 1 X 1 0 X 605705 703718 769725 685926 597425 3362499 140786 234929 351620 331366 361018 1419719 746491 938647 1121345 1017292 958443 4782218 0 0 0 4782218 6541 12583 19631 19621 25719 84095 6541 12583 19631 19621 25719 84095 49643 152834 92365 80127 374969 753032 1000873 1293810 1129278 1064289 5241282 0.91240 0.92930 0.01600 0.01360 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. 2023 AMOUNT: $ 92,365. 2024 AMOUNT: $ 80,127. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65439 -65439 536704 536704 1530571 564135 966436 324943 183501 141442 1644582 MUTUAL FUNDS 242881 F 242881 X 1031465 38188 38188 993277 0 993277 936318 0 936318 0 936318 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. MTR'S EVALUATION ON DECEMBER 31, 2024 REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE PREVIOUS THREE (3) TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE ORGANIZATION 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. BOURBON & BLOSSOMS 138356 78779 59577 59577 HOEDOWN ON THE FARM 51087 36456 14631 14631 3 13882 7963 5919 5919 203325 123198 80127 80127 80127 0 X 1 11084 FMV X MISCELLANEOUS 174 32922 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 REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 10,195. MANAGEMENT AND GENERAL EXPENSES 665. FUNDRAISING EXPENSES 222. TOTAL EXPENSES 11,082. COMPUTER/IT: PROGRAM SERVICE EXPENSES 9,737. MANAGEMENT AND GENERAL EXPENSES 963. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,700. DONOR DEVELOPMENT AND MANAGEMENT: PROGRAM SERVICE EXPENSES 9,027. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,593. TOTAL EXPENSES 10,620. AWARDS AND RECOGNITION: PROGRAM SERVICE EXPENSES 10,257. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,257. EDUCATION AND TRAINING: PROGRAM SERVICE EXPENSES 9,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,725. DEVELOPMENT TRAVEL AND ENTERTAINMENT: PROGRAM SERVICE EXPENSES 8,214. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,214. VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 7,717. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,717. MEALS & ENTERTAINMENT: PROGRAM SERVICE EXPENSES 6,631. MANAGEMENT AND GENERAL EXPENSES 479. FUNDRAISING EXPENSES 478. TOTAL EXPENSES 7,588. DUES, SUBSCRIPTIONS AND MEMBERSHIPS: PROGRAM SERVICE EXPENSES 7,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,136. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 6,655. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,655. EQUIPMENT RENTALS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,648. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,648. POSTAGE AND PRINTING: PROGRAM SERVICE EXPENSES 1,676. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,676. BANK CHARGES: PROGRAM SERVICE EXPENSES 99. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 22. TOTAL EXPENSES 121. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS REVIEW OR SELECTION PROCESS DURING THE YEAR