2024-11-14T13:10:04-06:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP 520 N BROADWAY SUITE 250 GREEN BAY WI 54303 990 2023-01-01 391959653 EXCEPTIONAL EQUESTRIANS COMPANY EXCE 9203473174 1130 ORLANDO DRIVE DE PERE WI 54115 LISA KAFKA EXECUTIVE DIRECTOR 9203473174 2024-11-11 1 1 BRIANA PETERS CPA P01696400 9203369850 2024-11-11 2023 2024-10-15 13:58:12Z LISA KAFKA 1130 ORLANDO DRIVE DE PERE WI 54115 1978655 0 X WWW.EXCEPTIONALEQUESTRIANS.ORG X 1999 WI TO PROVIDE EQUINE-ASSISTED THERAPIES TO INDIVIDUALS WITH SPECIAL NEEDS. 9 9 15 110 0 0 486813 1727960 186294 236848 -394 12612 14390 -6813 687103 1970607 0 0 0 0 396939 483733 0 0 89082 209807 248988 606746 732721 80357 1237886 882476 2129063 29928 37740 852548 2091323 X TO BETTER THE LIVES OF PEOPLE OF ALL ABILITIES THROUGH THE HEALING POWER OF HORSES. 0 0 455810 238083 THE PROGRAM PROVIDED SKILLED, QUALITY THERAPY/HIPPOTHERAPY SERVICES PROVIDED BY LICENSED AND SPECIALLY TRAINED PROFESSIONALS. ALL PARTICIPANTS ARE ASSESSED BY A LICENSED THERAPIST TO DETERMINE APPROPRIATE PROGRAM PARTICIPATION, AND TO DEVELOP INDIVIDUALIZED GOALS AND OBJECTIVES. IN 2023, 3,163 HIPPOTHERAPY SESSIONS WERE PROVIDED TO INDIVIDUALS AND GROUPS. PARTICIPANTS INCLUDE CHILDREN AND ADULTS WITH PHYSICAL, COGNITIVE, SENSORY AND/OR MENTAL HEALTH NEEDS. PROGRESS TOWARD GOAL ACHIEVEMENT IS DETERMINED VIA OBJECTIVE TESTING, OBSERVATION, AND QUARTERLY REPORTING. THE ADAPTIVE RIDING PROGRAM OFFERS THERAPEUTIC MOVEMENT OF THE EQUINE WHILE TEACHING BASIC HORSEMANSHIP SKILLS. ADAPTIVE RIDING OFFERS AN OPPORTUNITY FOR SKILL PROGRESSION AND ADVANCEMENT AS GOALS ARE MET IN HIPPOTHERAPY. THIS PROGRAM IS LED BY A PATH CERTIFIED INSTRUCTOR AND MONITORED BY A HIPPOTHERAPY CLINICAL SPECIALIST. IN 2023, ADAPTIVE RIDING PARTICIPANTS WERE PROVIDED A TOTAL OF 550 SESSIONS. THE TAKING THE LEAD PROGRAM WORKS WITH INDIVIDUALS STRUGGLING WITH EMOTIONAL WELL-BEING AND MENTAL HEALTH. LED BY OCCUPATIONAL THERAPISTS AND AN EQUINE SPECIALIST IN MENTAL HEALTH, THE TAKING THE LEAD PROGRAM ADDRESSES EMOTIONAL SELF-AWARENESS, SELF-ESTEEM, CONFIDENCE, COMMUNICATION, AND PROBLEM SOLVING TO OFFER COPING STRATEGIES TO BE INCORPORATED INTO DAILY LIFE. IN 2023, 7 INDIVIDUALS PARTICIPATED IN THIS PROGRAM. FUNDING FOR ALL PROGRAMS COMES FROM A VARIETY OF SOURCES INCLUDING THE CHILDRENS LONG TERM WAIVER PROGRAM, IRIS AND LAKELAND CARE, PRIVATE PAY, AND GRANT AND FUNDRAISING INCOME WHICH ASSISTS IN COVERING THE SHORTFALL AS FEES CHARGED DO NOT COVER THE EXPENSE OF PROVIDING THE SERVICES. 455810 1 1 0 0 0 0 0 0 0 0 1 0 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 7 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WI X LISA KAFKA 9203473174 1130 ORLANDO DRIVE DE PERE WI 54115 ELIZABETH MOBERG-WOLFF PRESIDENT 1.00 X X 0 0 0 AMY LEVERSON VICE-PRESIDENT 1.00 X X 0 0 0 TROY CHALTRY TREASURER 1.00 X X 0 0 0 MATT FLANAGAN SECRETARY 1.00 X X 0 0 0 SANDY BARNICK DIRECTOR 1.00 X 0 0 0 JENNA DAIS DIRECTOR 1.00 X 0 0 0 HEATHER GARTZKE DIRECTOR 1.00 X 0 0 0 ALYSSA GROMOWSKI DIRECTOR 1.00 X 0 0 0 LAINA STUEBNER DIRECTOR 1.00 X 0 0 0 LISA KAFKA EXECUTIVE DIRECTOR 40.00 X 105600 0 9695 105600 0 9695 1 0 0 0 0 16783 50746 1660431 34185 1727960 THERAPY AND OTHER PROG 621340 236848 236848 236848 12523 12523 89 0 89 89 89 0 16783 8048 -8048 -8048 MISCELLANEOUS 621340 1235 1235 1235 1970607 238083 0 4564 105600 52800 47520 5280 318275 181187 79013 58075 25660 14165 7660 3835 34198 18878 10209 5111 35610 35610 35269 35269 13363 177 13186 21000 13931 4923 2146 43122 43122 2337 2337 35985 35985 21296 16953 2894 1449 HORSE SUPPLIES AND MAIN 41006 41006 732721 455810 187829 89082 74454 209038 423939 435695 15240 1077547 16988 16243 2966 756737 398217 326140 358520 25715 29054 882476 2129063 29928 37740 29928 37740 X 622138 802324 230410 1288999 852548 2091323 882476 2129063 1237886 889 0 X X 0 1 X 1 0 X 155855 426589 607149 416813 1727960 3334366 183593 150358 201887 207943 236848 980629 79209 79209 418657 576947 809036 624756 1964808 4394204 43000 53645 90436 112328 592500 891909 8611 39480 103017 86289 631070 868467 51611 93125 193453 198617 1223570 1760376 2633828 514 98 117 2687 12523 15939 514 98 117 2687 12523 15939 1235 1235 419171 577045 809153 627443 1978566 4411378 0.59710 0.73510 0.00360 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62421 62421 305420 181107 124313 141096 122764 18332 247800 94346 153454 358520 X 1980119 889 575 8048 9512 1970607 0 1970607 741344 575 8048 8623 732721 0 732721 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES CORN ROAST PINK FLAMINGO 4074 4074 HORSES FOR HEALING 12709 12709 8048 16783 16783 8048 8048 -8048 X SUPPLIES 36 13471 FAIR VALUE METHOD X EQUIPMENT 3 10107 FAIR VALUE METHOD X HORSES 7 5700 FAIR VALUE METHOD X CONSTRUCTION SERVICES 8 4906 FAIR VALUE METHOD 0 0 1 PART I, COLUMN (B): NUMBER OF DONATIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 LISA KAFKA AND LISA JONES HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY RECEIVES REGULAR FINANCIAL UPDATES AND RECEIVES THE FORM 990 BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND VOLUNTEERS SIGN A FORM ACKNOWLEDGING NO CONFLICTS OF INTEREST AND AGREEING TO DISCLOSE ANY FUTURE CONFLICTS OF INTEREST SHOULD ONE ARISE. A BOARD MEMBER WITH A CONFLICT OF INTEREST CANNOT VOTE ON THE RELATED MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWED THE EXECUTIVE DIRECTOR'S ROLE, EXPERTISE AND BUDGET SIZE IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. ACTIONS OF THE BOARD OF DIRECTORS ARE DOCUMENTED IN BOARD MINUTES. THE ORGANIZATION HAS NO OTHER PAID OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMED THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT PROCESS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.