Surf and Turf Therapy

EIN: 842094103 501(c)(3)

San Juan Capistrano, CA

Total Revenue
$861,840
Total Expenses
$670,816
Total Assets
$787,145
Net Assets
$769,784
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
CA
Principal Officer
Jillian Stewart
Phone
9493127227
Tax Period
2025-01-01 to 2025-12-31

Surf and Turf Therapy, founded in 2019, is a small nonprofit that reported $862K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $191K, a strong 22% operating margin.

Mission

Bettering lives through alternative therapeutic activities

Program Service Accomplishments

Program 1
Expenses: $589,448 Revenue: $338,286

Provide hippotherapy and surf therapy services to children with special needs and their siblings. Over 3,440 hours of service were provided, all at discount compared to industry standards. 1,079 of...

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Provide hippotherapy and surf therapy services to children with special needs and their siblings. Over 3,440 hours of service were provided, all at discount compared to industry standards. 1,079 of the 3440 were provided at an additional discount. In addition $15,600 of horsemanship training were provided at no cost to particpants.

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Trantor Score

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

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

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $484,361
Program Service Revenue $338,286
Investment Income $36,716
Other Revenue $2,477
TOTAL REVENUE $861,840

Expense Breakdown

Grants Paid $38,257
Salaries & Benefits $344,424
Fundraising Expenses $57,218
Program Expenses $589,448
Other Expenses $288,135
TOTAL EXPENSES $670,816

Year-over-Year Comparison

2025 2024 Change
Revenue $861,840 $660,099 +0.3%
Expenses $670,816 $516,989 +0.3%
Net Income $191,024 $143,110 +0.3%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
10
Independent Members
10
Employees
9
Volunteers
N/A

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
1
$86,385
Total Directors
10
$86,385
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JILLIAN STEWART Executive Director 50.00
Officer Director
$86,385 $0 $86,385
MICHAEL MANNIELLO Chairman 2.00
Director
$0 $0 $0
DAVE MYRICK Director 2.00
Director
$0 $0 $0
DANIELLE OUELLETTE Director 2.00
Director
$0 $0 $0
STACI STEWART Treasurer 2.00
Director
$0 $0 $0
DANICA EZOR Director 2.00
Director
$0 $0 $0
MADISEN HOY Director 2.00
Director
$0 $0 $0
ROGER MIGNOSA Director 2.00
Director
$0 $0 $0
JACOB PACHECO Director 2.00
Director
$0 $0 $0
JAMIE DONCHESS Director 2.00
Director
$0 $0 $0
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
2025 $861,840 $670,816 $787,145 $191,024
2024 $660,099 $516,989 $548,680 $143,110
2023 $585,787 $487,217 $454,011 $98,570
2022 $562,442 $415,781 $362,148 $146,661
2021 $408,092 $247,539 $228,042 $160,553
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