PLATINUM2024

Helping Horse Inc

Therapeutic Programs

Wendell, NC   |  helpinghorse.org
GuideStar Charity Check

Helping Horse Inc

EIN: 58-1852114


Mission

We provide equine-assisted programs that foster joy and well-being through connections with our horses and team members in an uplifting and inclusive environment.

Ruling year info

1989

Principal Officer

Jackie Saxton

Main address

5104 Riley Hill Rd

Wendell, NC 27591 USA

Show more contact info

EIN

58-1852114

Subject area info

Unknown or not classified

Patient social services

Population served info

Families

Non-adult children

Ethnic and racial groups

People with disabilities

Military personnel

Show more populations served

NTEE code info

Patient Services - Entertainment, Recreation (E86)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

What we aim to solve

SOURCE: Self-reported by organization

Helping Horse provides equine-assisted programs that foster joy and well-being through connections with our horses and team members in an uplifting and inclusive environment. To provide stimulating and engaging equine-assisted riding and unmounted lessons to students with various special needs to benefit physical, mental, and emotional growth. To serve as a support community for parents, caregivers, and families to share in the joy of the growth of their loved ones. To offer fulfilling opportunities for our volunteers to make a significant impact through connecting with our students and working with our horses.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Mounted and Unmounted Lessons

Mounted and unmounted lessons are for people with a variety of physical, mental, and emotional special needs. Our focus is to provide an equine-assisted experience for each individual rider by combining riding skills with games and activities, to enhance their strength and balance, while having fun!
Lessons may be conducted in a private, semi-private, or group format depending on the rider's
needs.
In order to place a student, we must be able to match the rider to an appropriate horse, class,
and instructor. To do this, we schedule an evaluation ride. We carefully consider all of this
information to provide a safe ride for the student. Weight and height information helps us
determine which of our horses can carry the rider safely, as we have horses in varying sizes. The
student’s ability to balance, walk with or without assistance, and communicate and receive
instructions, help us determine the number of volunteers needed to help the student safely ride.

Population(s) Served
Non-adult children
People with disabilities

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of students served.

This metric is no longer tracked.
Totals By Year
Related Program

Mounted and Unmounted Lessons

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Number of volunteers supporting our programs.

This metric is no longer tracked.
Totals By Year
Related Program

Mounted and Unmounted Lessons

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Number of instructors facilitating our programs.

This metric is no longer tracked.
Totals By Year
Related Program

Mounted and Unmounted Lessons

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Number of horses supporting our programs.

This metric is no longer tracked.
Totals By Year
Related Program

Mounted and Unmounted Lessons

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Total number of volunteer hours contributed to the organization

This metric is no longer tracked.
Totals By Year
Related Program

Mounted and Unmounted Lessons

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Goal #1 - Purchase the farmland, buildings, and other infrastructure on which we currently operate by December 31, 2023. Achieving this goal will allow us to add 20% more students by December 31, 2026.

Goal #2 - Develop and implement a First Responders and Veterans (FRV) equine-assisted, unmounted wellness program by spring 2023. Targeting to provide 20 sessions by December 31, 2023.

Goal #3 - Complete capital improvements to the farm including; 1) covered riding arena to reduce or eliminate weather-related lesson cancelations 2) new barn for additional horses *Dependent on goal #1

Goal #1 - Helping Horse established a property task force to research options, negotiate terms, review contracts, and propose solutions to the Executive Committee and Board of Directors.

Goal #2 - The Helping Horse Program Director worked with community partners and similar organizations to develop program objectives, identify program participants, identify program partners, and train instructors and volunteers to support the program.

Goal #3 - Responsibility for the capital campaign has been assigned to the Executive Director and the Development Committee at the direction of the Board of Directors.

Our Board of Directors members bring a wealth of experience and capabilities to support our goals including; legal experience, CPA experience, various business experience, and resourcefulness in finding resources and partner organizations to help us achieve our goals.

Goal #1 - Helping Horse is on track to finalize the farm purchase contracts by year-end 2023.

Goal #2 - Our First Responders and Veterans program launched as planned and is active and successful.

Goal #3 - Research has started regarding developing and executing a capital campaign. We engaged a firm that supports capital campaigns to deliver a presentation to our Board of Directors on September 21, 2023. Planning for the campaign is ongoing.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We share the feedback we received with the people we serve, We tell the people who gave us feedback how we acted on their feedback

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, Staff find it hard to prioritize feedback collection and review due to lack of time, It is difficult to get honest feedback from the people we serve

Financials

Helping Horse Inc
Fiscal year: Sep 01 - Aug 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

21.33

Average of 88.44 over 8 years

Months of cash in 2022 info

SOURCE: IRS Form 990

13.7

Average of 5.1 over 8 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

8%

Average of 3% over 8 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Helping Horse Inc

Revenue & expenses

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Helping Horse Inc

Balance sheet

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Helping Horse Inc

Financial trends analysis Glossary & formula definitions

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

This snapshot of Helping Horse Inc’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $47,711 -$37,951 $38,654
As % of expenses 27.7% -19.1% 19.2%
Unrestricted surplus (deficit) after depreciation $41,990 -$50,462 $26,259
As % of expenses 23.6% -23.9% 12.3%
Revenue composition info
Total revenue (unrestricted & restricted) $204,714 $159,956 $238,695
Total revenue, % change over prior year 0.0% -21.9% 49.2%
Program services revenue 17.2% 31.0% 37.8%
Membership dues 0.0% 0.0% 0.0%
Investment income 0.6% 0.0% 0.0%
Government grants 3.9% 0.0% 0.0%
All other grants and contributions 76.3% 68.8% 62.2%
Other revenue 2.1% 0.2% 0.0%
Expense composition info
Total expenses before depreciation $172,041 $198,847 $200,886
Total expenses, % change over prior year 0.0% 15.6% 1.0%
Personnel 24.1% 24.1% 27.0%
Professional fees 6.7% 5.7% 6.7%
Occupancy 12.7% 16.8% 17.5%
Interest 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0%
All other expenses 56.5% 53.3% 48.8%
Full cost components (estimated) info 2020 2021 2022
Total expenses (after depreciation) $177,762 $211,358 $213,281
One month of savings $14,337 $16,571 $16,741
Debt principal payment $0 $0 $0
Fixed asset additions $50,690 $0 $0
Total full costs (estimated) $242,789 $227,929 $230,022

Capital structure indicators

Liquidity info 2020 2021 2022
Months of cash 15.9 11.4 13.7
Months of cash and investments 15.9 11.4 13.7
Months of estimated liquid unrestricted net assets 16.2 11.3 13.1
Balance sheet composition info 2020 2021 2022
Cash $227,397 $188,277 $229,736
Investments $0 $0 $0
Receivables $10,126 $0 $1,175
Gross land, buildings, equipment (LBE) $101,293 $107,893 $114,393
Accumulated depreciation (as a % of LBE) 25.8% 35.8% 44.6%
Liabilities (as a % of assets) 1.3% 0.1% 3.7%
Unrestricted net assets $307,624 $257,162 $283,421
Temporarily restricted net assets N/A N/A N/A
Permanently restricted net assets N/A N/A N/A
Total restricted net assets $1,785 $845 $0
Total net assets $309,409 $258,007 $283,421

Key data checks

Key data checks info 2020 2021 2022
Material data errors No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

Principal Officer

Jackie Saxton

Number of employees

Source: IRS Form 990

Helping Horse Inc

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Helping Horse Inc

Board of directors
as of 02/07/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Jeff Spears

Jeff Spears

Retired

Jacke Saxton

Helping Horse

Alexis Parker

Align Technology

Rick Hofsheier

Retired

Kitty Sarosy

Marathon Petroleum Corp.

Cathy Laffan

Cathy Laffan Coaching, LLC

Steve Carr

Ellinger & Carr, PLLC

Elizabeth Andrews

Truist

Ashley Westerberg

PwC

Laurie Rosenfeld

Retired

Donna Heffring

Retired

Organizational demographics

SOURCE: Self-reported; last updated 9/14/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data