2025-05-01T21:46:44-04:00 2024-09-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2023-10-01 650250071 SPECIAL EQUESTRIANS INC SPEC 2392261221 PO BOX 61528 FORT MYERS FL 33906 DANA HOLLENZER EXECUTIVE DIRECTOR 2398517070 2025-02-25 true false MARC WHITFIELD CPA P00125986 2394331002 2025-02-25 2023 2025-03-06 01:10:19Z DANA HOLLENZER PO BOX 61528 FORT MYERS FL 33906 859997 false X SPECIALEQUESTRIANS.NET X 1991 FL TO PROVIDE THERAPEAUTIC BENEFITS TO HANDICAPPED CITIZENS THROUGH A HORSEBACK RIDING PROGRAM. 12 12 23 200 0 436448 512517 32479 37938 26167 37340 -44588 -85373 450506 502422 0 0 100081 214800 0 16116 339417 255866 439498 470666 11008 31756 2369542 2443641 8955 10427 2360587 2433214 X TO PROVIDE THERAPEAUTIC BENEFITS TO HANDICAPPED CITIZENS THROUGH A HORSEBACK RIDING PROGRAM. false false 358719 37938 SPECIAL EQUESTRIANS INC. PROGRAM ACCOMPLISHMENTS 2024: WE HAVE ADDED 27 NEW RIDERS THIS YEAR AND ARE STILL GOING STRONG WE HAVE ALSO REESTABLISHED OUR RELATIONSHIP WITH SPECIAL POPULATIONS, A GROUP OF ENTHUSIASTIC ADULTS WHO RIDE WITH US ON WEDNESDAYS. OUR DRIVING PROGRAM HAS ACQUIRED A NEW HORSE ON LEASE, FABIO. OUR DRIVING INSTRUCTOR IS WORKING WITH HIM TO CONTINUE THE PROGRAM. WE ARE ALSO LOOKING TO ACQUIRE A SECOND HORSE FOR THE DRIVING PROGRAM THAT WILL ALSO WORK IN THE RIDING PROGRAM. WE ARE IN THE EARLY STAGES OF DEVELOPING GROOMING PROGRAMS THAT WILL ALLOW US TO SERVE EVEN MORE PEOPLE IN OUR COMMUNITY. PET PARTNERS HAS BECOME - PONY PALS, WHERE TEAMS OF TRAINED EQUINES AND VOLUNTEER HORSE LEADERS VISIT SCHOOLS AND OTHER NONPROFITS,. HORSES AND HUMANS IN HARMONY, OUR VETERANS PROGRAM IS GOING STRONG. THE TEAM IS PROMOTING OUR OFFERINGS TO THE VETERANS IN OUR COMMUNITY. THE PROGRAM IS FOR VETERANS WHO WOULD ENJOY DEVELOPING A TRUE BOND WITH THEIR EQUINE PARTNERS WHILE LEARNING MORE ABOUT THEMSELVES AND THEIR RELATIONSHIPS. SESSIONS WILL RESUME OCTOBER 2024 AND WE WILL HOLD FOUR SIX-WEEK SESSIONS. WE HAD COUNTLESS VOLUNTEER WORKDAYS. WE WELCOMED 122 NEW VOLUNTEERS THIS YEAR WE HAVE EXPERIENCED HERD CHANGES. CHARLIE AND SPIRIT FOUND NEW HOMES WITH SPECIAL FAMILIES. NEW HORSES DAN LUCKY, MARSH AND ECHO HAVE JOINED OUR PROGRAM. WE ADDED ANOTHER CERTIFIED THERAPEUTIC RIDING INSTRUCTOR. FACILITY UPDATES: WE HAVE REPLACED THE MIRRORS IN THE RIDING ARENA. THE AIR CONDITIONING HAS BEEN UPDATED IN THE OFFICE AND HOUSE, THE WATER LINES HAVE BEEN UPDATED TO THE FIELDS FOR THE WATERING TROUGHS, AND MAJOR ELECTRICAL UPDATES TO THE BARN AND SECURITY LIGHTING HAVE BEEN COMPLETED. SEVERAL OF OUR HORSE LEADERS PARTICIPATED IN A PARELLI NATURAL HORSEMANSHIP CLINIC, WITH TOM POMPEI EARNING THEIR CEREMONIAL LEVEL ONE RED STRING. IT WAS A PLEASURE TO WRITE A SIDEBAR ABOUT TOM IN THE FIRST EVER EDITION OF FLORIDA EQUESTRIAN DIRECTORY. THE PREMIER EDITION WILL BE DISTRIBUTED THROUGHOUT FLORIDA JANUARY 2025. WE ARE EXCITED TO HAVE A FEATURE ARTICLE AND CELEBRATE OUR FRIEND TOM POMPEI'S FEATURE ARTICLE, TOO OUR PARTNERSHIP WITH STRIDES OCCUPATIONAL THERAPY SERVICES, WITH SARAH POINDEXTER HAS COME A LONG WAY FROM 2017. THE PROGRAM IS HIRING AN OT TO HELP WITH TRADITIONAL THERAPY SERVICES AS SARAH USES HIPPOTHERAPY STRATEGIES TO MEET OT GOALS WITH HER CLIENTS. 358719 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 23 true 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 DANA HOLLENZER EXECUTIVE DI 40.00 X X 37080 0 0 CHRIS BAKER DIRECTOR 0.46 X 0 0 0 KAREN COONEY DIRECTOR 0.38 X 0 0 0 TOM FEURIG DIRECTOR 0.23 X 0 0 0 JAN FIFER DIRECTOR 25.00 X 0 0 0 ERIN HOUCK-TOLL DIRECTOR 0.23 X 0 0 0 ERICA JOHNSON V PRESIDENT 0.76 X X 0 0 0 FREDA JONES PRESIDENT 0.96 X X 0 0 0 PLESHETTE MIMS-ROBERTS DIRECTOR 0.25 X 0 0 0 BRENDA MORROW TREASURER 4.40 X X 0 0 0 SARAH POINDEXTER SECRETARY 0.76 X X 0 0 0 PATRICIA RICE DIRECTOR 0.76 X 0 0 0 ADELE SMITH DIRECTOR 2.10 X 0 0 0 CHRISTOPHER SPIRO DIRECTOR 0.76 X 0 0 0 KENDRA SUTTON DIRECTOR 0.25 X 0 0 0 37080 false false false 264114 248403 52571 512517 RIDING FEES 37938 37938 37938 40038 40038 250000 5000 253565 4133 -3565 867 -2698 867 -3565 14080 264114 99877 -85797 REBATES 424 424 424 502422 39229 36473 37714 20838 15747 1129 161882 89443 67592 4847 15204 10633 4114 457 2311 2311 24536 17961 1575 5000 19003 12059 2678 4266 1673 1673 42118 41888 159 71 806 806 63433 63433 27755 27151 418 186 FEED & BEDDING 35671 35671 PROGRAM EXPENSE 31047 31047 FARRIER 2755 2755 TRAINING 2539 2539 2219 822 1237 160 470666 358719 95831 16116 34591 43032 1008369 1189704 1831693 648216 1222738 1183477 91734 26318 12110 1110 2369542 2443641 8955 10427 8955 10427 X 2259189 2330359 101398 102855 2360587 2433214 2369542 2443641 X 31756 44738 -3867 X false true X true false X 355507 450005 418231 436448 512517 2172708 355507 450005 418231 436448 512517 2172708 112301 2060407 5384 532 2881 16815 40038 65650 2238358 337423 0.92050 0.91790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86047 7198 391 92854 82234 4947 764 370 86047 88107 -3005 2414 454 82234 84662 3895 450 88107 83444 1553 335 84662 1.00000 true false 583256 583256 986280 431733 554547 210172 190669 19503 51985 25814 26171 1183477 X 582766 44738 41609 86347 496419 2136 3867 6003 502422 510139 41609 41609 468530 2136 2136 470666 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 41,609 SCHEDULE D, PAGE 4, PART XI, LINE 4B LOSS ON SALE OF HORSE ADJUSTMENT 3,867 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES 41,609 TASTE OF LOVE 228626 214546 14080 13580 3237 68288 RIDE-A-THON 49568 49568 1822 3789 2460 6701 278194 264114 14080 1822 17369 5697 74989 99877 -85797 SPECIALTY TRACTOR SERVICE INC BOARD MEM SON 565 LAND GRADING false L&L MECHANICAL INC BOARD MEM SON 715 ARENA REPAIRS false X AUCTION ITEMS 187 49549 FMV X AUCTION ITEMS 75 3022 FMV false false false FORM 990, PAGE 2, PART III, LINE 4A SPECIAL EQUESTRIANS INC. PROGRAM ACCOMPLISHMENTS 2024: WE HAVE ADDED 27 NEW RIDERS THIS YEAR AND ARE STILL GOING STRONG WE HAVE ALSO REESTABLISHED OUR RELATIONSHIP WITH SPECIAL POPULATIONS, A GROUP OF ENTHUSIASTIC ADULTS WHO RIDE WITH US ON WEDNESDAYS. OUR DRIVING PROGRAM HAS ACQUIRED A NEW HORSE ON LEASE, FABIO. OUR DRIVING INSTRUCTOR IS WORKING WITH HIM TO CONTINUE THE PROGRAM. WE ARE ALSO LOOKING TO ACQUIRE A SECOND HORSE FOR THE DRIVING PROGRAM THAT WILL ALSO WORK IN THE RIDING PROGRAM. WE ARE IN THE EARLY STAGES OF DEVELOPING GROOMING PROGRAMS THAT WILL ALLOW US TO SERVE EVEN MORE PEOPLE IN OUR COMMUNITY. PET PARTNERS HAS BECOME - PONY PALS, WHERE TEAMS OF TRAINED EQUINES AND VOLUNTEER HORSE LEADERS VISIT SCHOOLS AND OTHER NONPROFITS,. HORSES AND HUMANS IN HARMONY, OUR VETERANS PROGRAM IS GOING STRONG. THE TEAM IS PROMOTING OUR OFFERINGS TO THE VETERANS IN OUR COMMUNITY. THE PROGRAM IS FOR VETERANS WHO WOULD ENJOY DEVELOPING A TRUE BOND WITH THEIR EQUINE PARTNERS WHILE LEARNING MORE ABOUT THEMSELVES AND THEIR RELATIONSHIPS. SESSIONS WILL RESUME OCTOBER 2024 AND WE WILL HOLD FOUR SIX-WEEK SESSIONS. WE HAD COUNTLESS VOLUNTEER WORKDAYS. WE WELCOMED 122 NEW VOLUNTEERS THIS YEAR WE HAVE EXPERIENCED HERD CHANGES. CHARLIE AND SPIRIT FOUND NEW HOMES WITH SPECIAL FAMILIES. NEW HORSES DAN LUCKY, MARSH AND ECHO HAVE JOINED OUR PROGRAM. WE ADDED ANOTHER CERTIFIED THERAPEUTIC RIDING INSTRUCTOR. FACILITY UPDATES: WE HAVE REPLACED THE MIRRORS IN THE RIDING ARENA. THE AIR CONDITIONING HAS BEEN UPDATED IN THE OFFICE AND HOUSE, THE WATER LINES HAVE BEEN UPDATED TO THE FIELDS FOR THE WATERING TROUGHS, AND MAJOR ELECTRICAL UPDATES TO THE BARN AND SECURITY LIGHTING HAVE BEEN COMPLETED. SEVERAL OF OUR HORSE LEADERS PARTICIPATED IN A PARELLI NATURAL HORSEMANSHIP CLINIC, WITH TOM POMPEI EARNING THEIR CEREMONIAL LEVEL ONE RED STRING. IT WAS A PLEASURE TO WRITE A SIDEBAR ABOUT TOM IN THE FIRST EVER EDITION OF FLORIDA EQUESTRIAN DIRECTORY. THE PREMIER EDITION WILL BE DISTRIBUTED THROUGHOUT FLORIDA JANUARY 2025. WE ARE EXCITED TO HAVE A FEATURE ARTICLE AND CELEBRATE OUR FRIEND TOM POMPEI'S FEATURE ARTICLE, TOO OUR PARTNERSHIP WITH STRIDES OCCUPATIONAL THERAPY SERVICES, WITH SARAH POINDEXTER HAS COME A LONG WAY FROM 2017. THE PROGRAM IS HIRING AN OT TO HELP WITH TRADITIONAL THERAPY SERVICES AS SARAH USES HIPPOTHERAPY STRATEGIES TO MEET OT GOALS WITH HER CLIENTS. 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 ACKNOWLEDGEMENT 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 XI, LINE 9 DIRECT FUNDRAISING EXPENSES 41,609 LOSS ON SALE OF HORSE ADJUSTMENT -3,867 DIRECT FUNDRAISING EXPENSES -41,609 TOTAL -3,867