2024-04-25T15:29:03-04:00 2023-09-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2022-10-01 650250071 SPECIAL EQUESTRIANS INC SPEC 2392261221 PO BOX 61528 FORT MYERS FL 33906 JAN FIFER EXECUTIVE DIRECTOR 2398517070 2023-04-23 true JAN FIFER 999009999 true MARC WHITFIELD CPA P00125986 2394331002 2024-04-23 2022 2023-04-26 12:10:37Z DANA HOLLENZER PO BOX 61528 FORFT MYERS FL 33906 902843 false X SPECIALEQUESTRIANS.NET X 1991 FL TO PROVIDE THERAPEAUTIC BENEFITS TO HANDICAPPED CITIZENS THROUGH A HORSEBACK RIDING PROGRAM. 12 12 13 150 0 418231 436448 26125 32479 2881 26167 -30897 -44588 416340 450506 0 0 100081 0 9678 318825 339417 318825 439498 97515 11008 2358394 2369542 8815 8955 2349579 2360587 X TO PROVIDE THERAPEAUTIC BENEFITS TO HANDICAPPED CITIZENS THROUGH A HORSEBACK RIDING PROGRAM. false false 390373 32479 SPECIAL EQUESTRIANS, INC. PROGRAM ACCOMPLISHMENTS 2023 9 NEW PARTICIPANTS WERE ADDED TO OUR THERAPEUTIC HORSEMANSHIP PROGRAM, WHICH INCLUDE THERAPEUTIC RIDING AND CARRIAGE DRIVING, IN 2023. THE TOTAL NUMBER OF PARTICIPANTS SERVED FOR OUR THERAPEUTIC HORSEMANSHIP PROGRAM DURING 2023 WAS 74. SPECIAL EQUESTRIANS' THERAPEUTIC CARRIAGE DRIVING PROGRAM COMPLETED ITS 7TH SEASON IN 2023. 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 2023, 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 2023, OUR VOLUNTEER COORDINATOR CONTINUED HER ROLE. SHE IS WORKING WITH UNITED WAY'S VOLUNTEER CENTER AND RECRUITING NEW VOLUNTEERS. WE HAVE HAD MANY ORIENTATIONS, VOLUNTEER TRAININGS, AND VOLUNTEER SEMINARS PLANNED. WE ARE ALSO INCORPORATING MORE TRAINING OPPORTUNITIES FOR OUR VOLUNTEERS TO INCREASES ENGAGEMENT AND INCREASE RETENTION RATES. IN 2023, WE PURCHASED A HANDS-FREE HEADSET FOR OUR INSTRUCTOR RESPONSIBLE FOR TEACHING VOLUNTEER CLINICS. IN 2023, WE ADDED ABOUT TWO INCHES OF FRESH ARENA FOOTING AND REGRADED THE ARENA TO ENSURE WE HAVE EVEN RIDING SURFACE. THE GERMANY GEOTEXTILE FOOTING IS SUPERIOR FOOTING FOR BOTH HORSE AND RIDER. OUR SENSORY INTEGRATION TRAIL WAS REHABBED IN 2023 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. AN ASSISTANT EXECUTIVE DIRECTOR WAS HIRED IN 2023 AND IS PREPARING TO ENTER THE EXECUTIVE DIRECTOR POSITION IN 2024. WE HAVE INCREASED OUR SERVICE HOURS BY 306 UNITS WE PURCHASED THREE HORSES IN 2023. WE SECURED ONE FREE LEASE FOR A HORSE IN 2023. WE PURCHASED A HORSE TRAILER FOR OUTREACH AND VETERINARIAN NEEDS. 390373 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 13 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 X SARAH POINDEXTER LACY SECRETARY 1.00 X X 0 0 0 CHRIS BAKER DIRECTOR 1.00 X 0 0 0 KAREN COONEY DIRECTOR 1.00 X 0 0 0 TOM FEURIG DIRECTOR 1.00 X 0 0 0 ERIN HOUCK-TOLL PRESIDENT 1.00 X X 0 0 0 ERICA JOHNSON V PRESIDENT 1.00 X X 0 0 0 FREDA JONES CO-TREASURER 1.00 X X 0 0 0 PLESHETTE MIMS-ROBERTS DIRECTOR 1.00 X 0 0 0 BRENDA MORROW CO-TREASURER 1.00 X X 0 0 0 ADELE SMITH DIRECTOR 1.00 X X 0 0 0 KENDRA SUTTON DIRECTOR 1.00 X 0 0 0 JAN FIFER EXECUTIVE DI 40.00 X 0 0 0 false false false 40000 207166 7234 182048 37639 436448 RIDING FEES 32479 32479 32479 16815 16815 377134 6824 374564 42 2570 6782 9352 6782 2570 31643 207166 77731 -46088 REBATES 1500 1500 1500 450506 40761 19385 X 91932 74301 17631 8149 6586 1563 772 772 97761 77859 14902 5000 20913 12262 3973 4678 1596 1596 69635 69484 151 7165 7165 61472 61472 18486 18145 341 FEED & BEDDING 32740 32740 PROGRAM EXPENSE 23290 23290 FARRIER 3150 3150 OTHER EXPENSES 1678 1564 114 759 759 439498 390373 39447 9678 92175 34591 911730 1008369 1812521 589783 1264466 1222738 88913 91734 1110 12110 2358394 2369542 8815 8955 8815 8955 X 2250473 2259189 99106 101398 2349579 2360587 2358394 2369542 X 11008 X false true X true false X 421622 355507 450005 418231 436448 2081813 421622 355507 450005 418231 436448 2081813 136048 1945765 12268 5384 532 2881 16815 37880 2119693 357142 0.91790 0.90830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82234 4947 764 370 86047 88107 -3005 2414 454 82234 84662 3895 450 88107 83444 1553 335 84662 22082 65919 443 5000 83444 1.00000 true false 583256 583256 981416 407893 573523 208549 152778 55771 39300 29112 10188 1222738 X 475486 25752 25752 449734 772 772 450506 464478 25752 25752 438726 772 772 439498 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 25,752 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES 25,752 TASTE OF LOVE 210718 183918 26800 2881 3250 4370 52980 RIDE-A-THON 28091 23248 4843 388 5191 8671 238809 207166 31643 3269 3250 9561 61651 77731 -46088 SPECIALTY TRACTOR SERVICE INC BOARD MEM SON 6495 LAND GRADING false L&L MECHANICAL INC BOARD MEM SON 540 ARENA REPAIRS false X AUCTION ITEMS 77 4843 FMV X AUCTION ITEMS 153 32796 FMV false false false FORM 990 ORGANIZATION USED A PEO FOR PART OF THE FISCAL YEAR END 09/30/23 THEREFORE PAYROLL IS FOR THAT PERIOD IS RECORDED UNDER LEASED EMPLOYEE EXPENSE ON PART IX LINE 11G FORM 990, PAGE 2, PART III, LINE 4A SPECIAL EQUESTRIANS, INC. PROGRAM ACCOMPLISHMENTS 2023 9 NEW PARTICIPANTS WERE ADDED TO OUR THERAPEUTIC HORSEMANSHIP PROGRAM, WHICH INCLUDE THERAPEUTIC RIDING AND CARRIAGE DRIVING, IN 2023. THE TOTAL NUMBER OF PARTICIPANTS SERVED FOR OUR THERAPEUTIC HORSEMANSHIP PROGRAM DURING 2023 WAS 74. SPECIAL EQUESTRIANS' THERAPEUTIC CARRIAGE DRIVING PROGRAM COMPLETED ITS 7TH SEASON IN 2023. 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 2023, 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 2023, OUR VOLUNTEER COORDINATOR CONTINUED HER ROLE. SHE IS WORKING WITH UNITED WAY'S VOLUNTEER CENTER AND RECRUITING NEW VOLUNTEERS. WE HAVE HAD MANY ORIENTATIONS, VOLUNTEER TRAININGS, AND VOLUNTEER SEMINARS PLANNED. WE ARE ALSO INCORPORATING MORE TRAINING OPPORTUNITIES FOR OUR VOLUNTEERS TO INCREASES ENGAGEMENT AND INCREASE RETENTION RATES. IN 2023, WE PURCHASED A HANDS-FREE HEADSET FOR OUR INSTRUCTOR RESPONSIBLE FOR TEACHING VOLUNTEER CLINICS. IN 2023, WE ADDED ABOUT TWO INCHES OF FRESH ARENA FOOTING AND REGRADED THE ARENA TO ENSURE WE HAVE EVEN RIDING SURFACE. THE GERMANY GEOTEXTILE FOOTING IS SUPERIOR FOOTING FOR BOTH HORSE AND RIDER. OUR SENSORY INTEGRATION TRAIL WAS REHABBED IN 2023 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. AN ASSISTANT EXECUTIVE DIRECTOR WAS HIRED IN 2023 AND IS PREPARING TO ENTER THE EXECUTIVE DIRECTOR POSITION IN 2024. WE HAVE INCREASED OUR SERVICE HOURS BY 306 UNITS WE PURCHASED THREE HORSES IN 2023. WE SECURED ONE FREE LEASE FOR A HORSE IN 2023. WE PURCHASED A HORSE TRAILER FOR OUTREACH AND VETERINARIAN NEEDS. 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 IX, LINE 11G PROFESSIONAL FEES 0 1,575 5,000 PROGRAM INSTRUCTORS 1,755 0 0 VETERINARIAN 15,737 0 0 LEASED EMPLOYEE EXPENSE 60,367 13,327 0 TOTAL 77,859 14,902 5,000 FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING EXPENSES 25,752 DIRECT FUNDRAISING EXPENSES -25,752