2023-04-26T16:48:39-04:00 2022-09-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2021-10-01 650250071 SPECIAL EQUESTRIANS INC SPEC 2392261221 PO BOX 61528 FORT MYERS FL 33906 JAN FIFER EXECUTIVE DIRECTOR 2398517070 2023-04-20 true JAN FIFER 999009999 MARC WHITFIELD CPA P00125986 2394331002 2023-04-26 2021 2023-04-26 12:10:37Z JAN FIFER PO BOX 61528 FORFT MYERS FL 33906 498992 false X SPECIALEQUESTRIANS.NET X 1991 FL TO PROVIDE THERAPEAUTIC BENEFITS TO HANDICAPPED CITIZENS THROUGH A HORSEBACK RIDING PROGRAM. 12 12 0 130 0 450005 418231 19308 26125 2432 2881 -29519 -30897 442226 416340 0 0 64662 0 0 7907 214734 318825 279396 318825 162830 97515 2271393 2358394 19329 8815 2252064 2349579 X TO PROVIDE THERAPEAUTIC BENEFITS TO HANDICAPPED CITIZENS THROUGH A HORSEBACK RIDING PROGRAM. false false 277640 26125 19 NEW PARTICIPANTS WERE ADDED TO OUR THERAPEUTIC HORSEMANSHIP PROGRAM, WHICH INCLUDE THERAPEUTIC RIDING AND CARRIAGE DRIVING, IN 2022. THE TOTAL NUMBER OF PARTICIPANTS SERVED FOR OUR THERAPEUTIC HORSEMANSHIP PROGRAM DURING 2022 WAS 95. SPECIAL EQUESTRIANS' THERAPEUTIC CARRIAGE DRIVING PROGRAM COMPLETED ITS 6TH SEASON IN 2022. THIS PROGRAM HAS ALLOWED US TO SERVE SOME PARTICIPANTS WHO DID NOT QUALIFY FOR THERAPEUTIC HORSEBACK RIDING. THERAPEUTIC DRIVING IS ALSO AN ALTERNATIVE EQUESTRIAN SKILL TO OFFER THE PEOPLE ON OUR WAITING LIST. OUR HORSES HELPING HUMANS, A VETERAN'S PROGRAM CONTINUED IN 2022, FACILITATED BY TWO OF OUR PATH CERTIFIED PROFESSIONALS. HORSES HELPING HUMANS IS A HORSEMANSHIP PROGRAM USING ONLY GROUNDWORK WITH OUR VETERANS. THE VETERANS LEARN TO PARTNER WITH A SPECIAL EQUESTRIANS THERAPY HORSE. OUR PATH REGISTERED THERAPIST, WHO IS AN OCCUPATIONAL THERAPIST, CONTINUES TO OFFER HER SERVICES AT SPECIAL EQUESTRIANS USING HIPPOTHERAPY AS A TREATMENT MODALITY. THE TERM HIPPOTHERAPY REFERS TO HOW OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND SPEECH-LANGUAGE PATHOLOGY PROFESSIONALS USE EVIDENCE-BASED PRACTICE AND CLINICAL REASONING IN THE PURPOSEFUL MANIPULATION OF EQUINE MOVEMENT TO ENGAGE SENSORY, NEUROMOTOR, AND COGNITIVE SYSTEMS TO ACHIEVE FUNCTIONAL OUTCOMES IN A CLIENT. WE PARTNER WITH OUR THERAPIST TO OFFER THESE SERVICES, WHICH BEGAN WITH THE FIRST CLIENTS IN 2018. THE NAME OF OUR THERAPIST'S SERVICE IS STRIDES OCCUPATIONAL THERAPY SERVICES. THIS SERVICE IS OFFERED 2 DAYS A WEEK AT OUR CENTER. OUR PET PARTNER HORSE/HANDLER TEAMS WERE GIVEN AN ADDITIONAL YEAR OF CERTIFICATION BECAUSE OF THE PANDEMIC, ALLOWING US TO USE OUR CERTIFICATION THROUGH 2023. WE WILL BE GOING THROUGH OUR CERTIFICATION EVALUATIONS AGAIN IN 2023. IN 2022, A NEW VOLUNTEER COORDINATOR WAS HIRED. SHE IS DOING A WONDERFUL JOB OF WORKING WITH UNITED WAY'S VOLUNTEER CENTER AND RECRUITING NEW VOLUNTEERS. IN 2022, A NEW SOUND SYSTEM WAS INSTALLED AT THE COVERED RIDING ARENA. THE NEW SYSTEM ALLOWS US TO USE MUSIC IN OUR CLASSES AND TO USE A MICROPHONE IN CLASSES WHEN NEEDED AND AT SPECIAL EVENTS. IN 2022, OUR ARENA FOOTING WAS COMPLETELY CHANGED OUT. THE OLD ARENA FOOTING WAS BECOMING TO HARD FOR OUR HORSES, VOLUNTEERS AND STAFF TO WORK IN AND NEW TYPE OF FOOTING WAS INSTALLED. IT IS A MIXTURE OF SAND AND TEXTILE. THE NEW FOOTING HAS BEEN A WONDERFUL ADDITION TO OUR ARENA CREATING A SURFACE THAT IS SAFE AND COMFORTABLE TO WORK IN. OUR SENSORY INTEGRATION TRAIL WAS REHABBED IN 2022 BY STUDENTS FROM FGCU DURING MAKE A DIFFERENCE DAY. THIS SPECIAL DAY ALWAYS GIVES OUR SENSORY TRAIL A NEW FRESH LOOK AND REHABS THE ACTIVITIES AND OBSTACLES INTO A SAFE AREA FOR OUR PARTICIPANTS. 277640 true true false false false false false false false true true false false false false true true false false false false false false false true false false false false false false false false false false false true false true false false false false false false false false true 0 0 0 false false false false false true true false false false false false false false false X 12 12 false false false false false false false true true false false true true true true false false true false false X X FREDA JONES 2394156255 19350 MEREDITH ROAD NORTH FORT MYERS FL 33917 X SARAH POINDEXTER LACY SECRETARY 0.37 X X 0 0 0 KAREN COONEY DIRECTOR 0.38 X 0 0 0 TOM FEURIG DIRECTOR 0.23 X 0 0 0 ERIN HOUCK-TOLL PRESIDENT 0.33 X X 0 0 0 ERICA JOHNSON V PRESIDENT 0.37 X X 0 0 0 FREDA JONES CO-TREASURER 0.67 X X 0 0 0 PRISCILLA KOVALSKY DIRECTOR 6.32 X 0 0 0 PLESHETTE MIMS-ROBERTS DIRECTOR 0.23 X 0 0 0 BRENDA MORROW CO-TREASURER 4.40 X X 0 0 0 ADELE SMITH DIRECTOR 2.10 X X 0 0 0 KENDRA SUTTON DIRECTOR 0.38 X 0 0 0 JAN FIFER EXECUTIVE DI 25.00 X 0 0 0 false false false 40000 245208 133023 38509 418231 RIDING FEES 26125 26125 26125 2881 2881 51029 245208 82652 -31623 OTHER REVENUE 726 726 726 416340 26851 2881 X 136828 107238 24590 5000 17373 6612 8111 2650 1740 1740 45344 44819 363 162 2787 2787 57309 57309 4999 4690 214 95 FEED & BEDDING 32883 32883 PROGRAM EXPENSE 15727 15727 FARRIER 3085 3085 TRAINING 750 750 318825 277640 33278 7907 35978 92175 909322 911730 1825836 561370 1236540 1264466 88443 88913 1110 1110 2271393 2358394 4199 8815 3000 12130 19329 8815 X 2149426 2250473 102638 99106 2252064 2349579 2271393 2358394 X 97515 X false true X true false X 411127 421622 355507 450005 418231 2056492 411127 421622 355507 450005 418231 2056492 148553 1907939 5009 12268 5384 532 2881 26074 18106 18106 2100672 291520 0.90830 0.90840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88107 -3005 2414 454 82234 84662 3895 450 88107 83444 1553 335 84662 22082 65919 443 5000 83444 21412 670 22082 1.00000 true false 583256 583256 247805 98759 149046 599101 230698 368403 193537 155991 37546 202137 75922 126215 1264466 X 444218 27878 27878 416340 416340 346703 27878 27878 318825 318825 SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAX TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME, HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE ORGANIZATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE ORGANIZATION FOLLOWS ASC TOPIC 740, "INCOME TAXES" IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXPENSES 27,878 SCHEDULE D, PAGE 4, PART XI, LINE 4B NONCASH AUCTION ITEMS ON LINE 8A 0 NONCASH AUCTION ITEMS ON LINE 8B 0 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES 27,878 TASTE OF LOVE 260401 212372 48029 3250 3830 64034 RIDE-A-THON 35836 32836 3000 275 3985 7278 296237 245208 51029 275 3250 7815 71312 82652 -31623 SPECIALTY TRACTOR SERVICE INC BOARD MEM SON 15226 LAND GRADING false L&L MECHANICAL INC BOARD MEM SON 1625 ARENA REPAIRS false X 1 35509 X 1 3000 false false false FORM 990 ORGANIZATION USED A PEO IN FISCAL YEAR END 09/30/22 THEREFORE PAYROLL IS RECORDED UNDER LEASED EMPLOYEE EXPENSE ON PART IX LINE 11G FORM 990, PAGE 2, PART III, LINE 4A 19 NEW PARTICIPANTS WERE ADDED TO OUR THERAPEUTIC HORSEMANSHIP PROGRAM, WHICH INCLUDE THERAPEUTIC RIDING AND CARRIAGE DRIVING, IN 2022. THE TOTAL NUMBER OF PARTICIPANTS SERVED FOR OUR THERAPEUTIC HORSEMANSHIP PROGRAM DURING 2022 WAS 95. SPECIAL EQUESTRIANS' THERAPEUTIC CARRIAGE DRIVING PROGRAM COMPLETED ITS 6TH SEASON IN 2022. THIS PROGRAM HAS ALLOWED US TO SERVE SOME PARTICIPANTS WHO DID NOT QUALIFY FOR THERAPEUTIC HORSEBACK RIDING. THERAPEUTIC DRIVING IS ALSO AN ALTERNATIVE EQUESTRIAN SKILL TO OFFER THE PEOPLE ON OUR WAITING LIST. OUR HORSES HELPING HUMANS, A VETERAN'S PROGRAM CONTINUED IN 2022, FACILITATED BY TWO OF OUR PATH CERTIFIED PROFESSIONALS. HORSES HELPING HUMANS IS A HORSEMANSHIP PROGRAM USING ONLY GROUNDWORK WITH OUR VETERANS. THE VETERANS LEARN TO PARTNER WITH A SPECIAL EQUESTRIANS THERAPY HORSE. OUR PATH REGISTERED THERAPIST, WHO IS AN OCCUPATIONAL THERAPIST, CONTINUES TO OFFER HER SERVICES AT SPECIAL EQUESTRIANS USING HIPPOTHERAPY AS A TREATMENT MODALITY. THE TERM HIPPOTHERAPY REFERS TO HOW OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND SPEECH-LANGUAGE PATHOLOGY PROFESSIONALS USE EVIDENCE-BASED PRACTICE AND CLINICAL REASONING IN THE PURPOSEFUL MANIPULATION OF EQUINE MOVEMENT TO ENGAGE SENSORY, NEUROMOTOR, AND COGNITIVE SYSTEMS TO ACHIEVE FUNCTIONAL OUTCOMES IN A CLIENT. WE PARTNER WITH OUR THERAPIST TO OFFER THESE SERVICES, WHICH BEGAN WITH THE FIRST CLIENTS IN 2018. THE NAME OF OUR THERAPIST'S SERVICE IS STRIDES OCCUPATIONAL THERAPY SERVICES. THIS SERVICE IS OFFERED 2 DAYS A WEEK AT OUR CENTER. OUR PET PARTNER HORSE/HANDLER TEAMS WERE GIVEN AN ADDITIONAL YEAR OF CERTIFICATION BECAUSE OF THE PANDEMIC, ALLOWING US TO USE OUR CERTIFICATION THROUGH 2023. WE WILL BE GOING THROUGH OUR CERTIFICATION EVALUATIONS AGAIN IN 2023. IN 2022, A NEW VOLUNTEER COORDINATOR WAS HIRED. SHE IS DOING A WONDERFUL JOB OF WORKING WITH UNITED WAY'S VOLUNTEER CENTER AND RECRUITING NEW VOLUNTEERS. IN 2022, A NEW SOUND SYSTEM WAS INSTALLED AT THE COVERED RIDING ARENA. THE NEW SYSTEM ALLOWS US TO USE MUSIC IN OUR CLASSES AND TO USE A MICROPHONE IN CLASSES WHEN NEEDED AND AT SPECIAL EVENTS. IN 2022, OUR ARENA FOOTING WAS COMPLETELY CHANGED OUT. THE OLD ARENA FOOTING WAS BECOMING TO HARD FOR OUR HORSES, VOLUNTEERS AND STAFF TO WORK IN AND NEW TYPE OF FOOTING WAS INSTALLED. IT IS A MIXTURE OF SAND AND TEXTILE. THE NEW FOOTING HAS BEEN A WONDERFUL ADDITION TO OUR ARENA CREATING A SURFACE THAT IS SAFE AND COMFORTABLE TO WORK IN. OUR SENSORY INTEGRATION TRAIL WAS REHABBED IN 2022 BY STUDENTS FROM FGCU DURING MAKE A DIFFERENCE DAY. THIS SPECIAL DAY ALWAYS GIVES OUR SENSORY TRAIL A NEW FRESH LOOK AND REHABS THE ACTIVITIES AND OBSTACLES INTO A SAFE AREA FOR OUR PARTICIPANTS. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE BOARD PRIOR TO FILING IT ELECTRONICALLY FORM 990, PAGE 6, PART VI, LINE 12C EACH YEAR THE BOARD MEMBERS SIGN AN ACKKNOWLEDGEMENT OF ANY CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A NO OFFICERS ARE PAID AT THIS POINT IN TIME. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 0 1,575 5,000 PROGRAM INSTRUCTORS 3,530 0 0 VETERINARIAN 8,493 0 0 LEASED EMPLOYEE EXPENSE 95,215 23,015 0 TOTAL 107,238 24,590 5,000 FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING EXPENSES 27,878 NONCASH AUCTION ITEMS ON LINE 8A 0 NONCASH AUCTION ITEMS ON LINE 8B 0 DIRECT FUNDRAISING EXPENSES -27,878