EXCEPTIONAL EQUESTRIANS COMPANY

EIN: 391959653 501(c)(3) Health Care

DE PERE, WI

Total Revenue
$1,017,267
Total Expenses
$812,911
Total Assets
$2,344,776
Net Assets
$2,296,762
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
WI
Principal Officer
LISA KAFKA
Phone
9203473174
Tax Period
2024-01-01 to 2024-12-31

EXCEPTIONAL EQUESTRIANS COMPANY, founded in 1999, is a community nonprofit in the Health Care sector that reported $1.0M in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $204K, a strong 20% operating margin.

Mission

IMPROVING LIVES THROUGH THE HEALING POWER OF HORSES.

Program Service Accomplishments

Program 1
Expenses: $488,350 Revenue: $364,529

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...

Read more

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 2024, 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 2024, 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 2024, 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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $659,472
Program Service Revenue $358,980
Investment Income $11,841
Other Revenue $-13,026
TOTAL REVENUE $1,017,267

Expense Breakdown

Grants Paid $0
Salaries & Benefits $562,404
Fundraising Expenses $76,990
Program Expenses $488,350
Other Expenses $250,507
TOTAL EXPENSES $812,911

Year-over-Year Comparison

2024 2023 Change
Revenue $1,017,267 $1,970,607 -0.5%
Expenses $812,911 $732,721 +0.1%
Net Income $204,356 $1,237,886 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
9
Independent Members
9
Employees
15
Volunteers
110

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$118,358
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABETH MOBERG-WOLFF PRESIDENT 1.00
Officer Director
$0 $0 $0
AMY LEVERSON LEFT IN 2024 VICE-PRESIDENT 1.00
Officer Director
$0 $0 $0
TROY CHALTRY LEFT IN 2024 TREASURER 1.00
Officer Director
$0 $0 $0
MATT FLANAGAN SECRETARY 1.00
Officer Director
$0 $0 $0
SANDY BARNICK LEFT IN 2024 DIRECTOR 1.00
Director
$0 $0 $0
JENNA DAIS DIRECTOR 1.00
Director
$0 $0 $0
HEATHER GARTZKE DIRECTOR 1.00
Director
$0 $0 $0
ALYSSA GROMOWSKI VICE-PRESIDENT 1.00
Director
$0 $0 $0
LAINA STUEBNER DIRECTOR 1.00
Director
$0 $0 $0
LINDA PINTAR TREASURER 1.00
Officer Director
$0 $0 $0
AMY KOX DIRECTOR 1.00
Director
$0 $0 $0
MAX RANGO DIRECTOR 1.00
Director
$0 $0 $0
LISA KAFKA EXECUTIVE DIRECTOR 40.00
Officer
$109,900 $8,458 $118,358
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $1,017,267 $812,911 $2,344,776 $204,356
2023 $1,970,607 $732,721 $2,129,063 $1,237,886
2022 $687,103 $606,746 $882,476 $80,357
2021 $817,176 $530,555 $797,101 $286,621
2020 $581,194 $508,371 $511,595 $72,823
2019 $399,400 $480,875 $429,690 $-81,475
2018 $379,190 $402,066 $479,488 $-22,876
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare EXCEPTIONAL EQUESTRIANS COMPANY with other nonprofits in Wisconsin and across the country.