Mission: To provide financial assistance for basic living and medical expenses needed as a result of a catastrophic illness, accident or injury to children and/or adults in t ... (More)

Equestrian Aid Foundation Inc. is a 501(c)(3) organization, with an IRS ruling year of 1996, and donations are tax-deductible.

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Contact Information

  equestrianaidfoundation.org

  11924 WEST FOREST HILL BLVD APT 10A
Wellington FL 33414-7028


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Finance & Accountability score for Equestrian Aid Foundation Inc. is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.


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Encompass Rating System by Charity Navigator


Overall Score

77

out of 100

This charity's score is a passing score.
This overall score is calculated from multiple beacon scores: 32% Finance & Accountability, 50% Impact & Results, 7% Leadership & Adaptability, and 10% Culture & Community


Learn about the Encompass Rating System: Overview | FAQ | Release Notes

Next: Impact & Results

...   Finance & Accountability


This score provides an assessment of a nonprofit's financial health (stability, efficiency and sustainability) and its commitment to governance practices and policies.


Finance & Accountability Score

31

out of 100

The score earned by Equestrian Aid Foundation Inc. is a failing score

This V6 of the Finance & Accountability Score provides a baseline measure of an organization's health including the indicators listed in the report below.

This score represents Form 990 data from 2019, the latest year electronically filed and published by the IRS.



Back to Overall

Finance & Accountability Report

31

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Program Expense

Program Expense Ratio

39.34%

Higher effect on score

More data  


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.


Good financial stewardship goes beyond financial metrics, and includes effectively using funds in pursuit of the declared mission. Organizations that spend less than half of their budget on programs are probably not adequately pursuing their mission. For this reason, our methodology applies zero points to both financial metrics in cases where the Program Expense ratio is under 50%


Program Expense Percentage

Amount of Credit Received

70% or higherFull Credit
60% - 69.9%Partial Credit
50% - 59.9%Zero Points for Program Expense Score
Below 50%Zero Points for Both Program Expense AND Liabilities to Assets Scores

Source: IRS Form 990

Board Composition

12/12 Independent

Higher effect on score


Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).


The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.


Source: IRS Form 990

Independent Audit or Financial Review

No Audit/Review

Higher effect on score


An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:

Total Revenue Amount

Expectation to Receive Credit

$1 million or higherExpected to complete an audit
$500,000 - $1 millionExpected to complete an audit, review, or compilation
Less than $500,000No expectation (removed from scoring methodology)

Source: IRS Form 990

Liabilities to Assets Ratio

0.00%

Lower effect on score


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.

Liabilities to Assets Ratio

Amount of Credit Received

Less than 50%Full Credit
50% - 59.9%Partial Credit
60% or moreNo Credit

This organization is receiving zero points for both financial metrics (Liabilities to Assets Ratio and Program Expense Ratio) due to their Program Expense Ratio being under 50%.


Source: IRS Form 990

Website

Listed

Lower effect on score


Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.


Nonprofits act in the public trust and reporting publicly on activities is an important component.


Source: IRS Form 990

Conflict of Interest Policy

Listed

Lower effect on score


Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.


This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.


Source: IRS Form 990

Board Meeting Minutes

Missing

Lower effect on score


Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.


An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.


Source: IRS Form 990

Document Retention and Destruction

Missing

Lower effect on score


Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.


This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.


Source: IRS Form 990

Whistleblower Policy

Missing

Lower effect on score


Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.


This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.


Source: IRS Form 990

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



JENNY DUNION, BOARD MEMBER

$0


SCOT EVANS, BOARD MEMBER

$0


ROBERT ROSS, BOARD MEMBER

$0


MONIQUE KEITZ, BOARD MEMBER

$0


MISSY LUCZAK-SMITH, BOARD MEMBER

$0


Source: IRS Form 990 (page 7), filing year 2019

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Described in section 170(b)1)(a)(vi) of the Code (BMF activity code: 994)

Gifts or grants to individuals (other than scholarships) (BMF activity code: 561)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Equestrian Aid Foundation Inc. reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity


How COVID-19 impacted the organization's operations financially:

We were unable to host an annual gala/fundraiser in person. This made our overall fundraising efforts more challenging and we had to get creative with our approach.


How COVID-19 impacted the organization's delivery of programs:

The disaster relief arm of our mission was expanded to include pandemic relief.


How this organization adapted to changing conditions caused by COVID-19:

We adapted by creating an emergency grant program to help professionals and industry service providers to afford their basic necessities while they figured out their next steps during this period of uncertainty. This program remains open to help businesses who are still struggling to regain stability as well as offering grants to those who are medically unable to work due to COVID-19 or long haul COVID affects.


Innovations the organization intends to continue permanently after the pandemic:

Our disaster relief program will continue to incorporate pandemic related financial needs and efforts within the equestrian community.


Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

100

out of 100

Equestrian Aid Foundation Inc. is highly cost-effective, earning a passing score.


Impact

$4,800 provides $4,800 in financial assistance to a patient.


Do you work at Equestrian Aid Foundation Inc.? Join the waitlist for an updated Impact & Results score.


Back to Overall

Impact & Results Report

100

of 100 points


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Rated Program

Rated Program


Program

Financial assistance for medical illnesses, injuries and disaster relief

Activities

The nonprofit provides financial assistance to patients with medical conditions.

Program Type

Financial Assistance for Patients with Medical Conditions

Beneficiaries Served

Program Geography

Time Period of Data

1/1/21 to 12/31/21


Learn how we assess the impact of nonprofits

Outcomes and Cost

Outcomes: Changes in the lives of those served by a nonprofit. They can be caused by the nonprofit.

Costs: The money spent by a nonprofit and its partners and beneficiaries.

Impact: Outcome caused by a nonprofit relative to its cost.

Cost-effectiveness: A judgment as to whether the cost was a good use of resources to cause the outcome.


Outcome Metric

Increase in income for a patient with medical conditions


Outcome Data Source

Ratings are based on data the nonprofit itself collects on its work. We use the most recent year with sufficient data. Typically, this data allows us to calculate direct changes in participants' lives, such as increased income.


Outcome data collected during the program. The nonprofit submitted data on the dollar value of all financial assistance provided to patients, which we use to calculate the additional income received.


Method for Attributing Outcomes

We don't know if the observed changes were caused by the nonprofit's program or something else happening at the same time (e.g., a participant got a raise). To determine causation, we take the outcomes we observe and subtract an estimate of the outcomes that would have happened even without the program (i.e., counterfactual outcomes).


We estimate the dollar amount of financial assistance attributable to the nonprofit by comparing the financial assistance given by the nonprofit to the financial assistance that would have been provided in the absence of the nonprofit (the “counterfactual”). In this case, we estimate the counterfactual to be zero based on two assumptions. First, we assume there is functionally no upper limit to the amount of cash transfers that continue to be valuable to patients as they are far from reaching the point of diminishing marginal returns, such that aid provided by one nonprofit does not displace aid provided by another. Second, we assume that nonprofits work independently and do not coordinate the provision of aid to the same patient. As a result, all aid provided by the nonprofit to patients with medical conditions can be directly attributable to the nonprofit.


Cost Data Source

After estimating the program's outcomes, we need to determine how much it cost to achieve those outcomes. All monetary costs are counted, whether they are borne by a nonprofit service deliverer or by the nonprofit’s public and private partners.


Program cost data reported by the nonprofit. Partner and beneficiary costs reported by the nonprofit or estimated by Charity Navigator.


Cost Calculation

$100,015 program costs + $0 partner costs + $0 beneficiary costs = $100,015 total costs


Impact and Determination

We calculate impact, defined as the change in outcomes attributable to a program divided by the cost to achieve those outcomes.

Impact Calculation

$100,015 total costs / $100,015 of financial assistance provided = roughly $4,800 provides $4,800 in financial assistance to a patient.

Benchmark for Rating

Impact & Results scores of financial assistance to patients programs are based on income generated relative to cost. Programs receive an Impact & Results score of 100 if they increase income for a recipient by more than $1.50 for every $1 spent and a score of 75 if income increases by more than $0.85 for every $1 spent. If a nonprofit reports impact but doesn't meet the benchmark for cost-effectiveness, it earns a score of 50.

Determination

Highly cost-effective

Analysis Details


Analysis conducted in 2022 by Charity Navigator using data submitted by the nonprofit, theory and evidence from scientific research studies, and public datasets.

Additional Information

Unscored

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Largest Programs

Largest Programs



Equestrian Aid Foundation Inc. reported its largest program on its FY 2019 Form 990 as:


$47,329

Spent in most recent FY

100%

Percent of program expenses


Our main program helped families in the equestrian communities that were sick or injured


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Equestrian Aid Foundation Inc. is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


The Equestrian Aid Foundation provides emergency financial grants to members of the equestrian community throughout the United States who are struggling to overcome catastrophic illness, injury, or other unforeseen crises. We are a grassroots network of horsemen helping horsemen.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Since 1996, the Equestrian Aid Foundation has provided over $3.2 million in grant support and the promise of hope to breeders, farriers, grooms, riders, trainers and other members of the equestrian community who are facing life-altering or life-threatening crises. The Equestrian Aid Foundation provides emergency financial grants to members of the equestrian community throughout the United States who are struggling to overcome catastrophic illness, injury, or other unforeseen crises. We are a grassroots network of horsemen helping horsemen.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Originally, our mission was to assist equestrians with HIV/AIDS. We expanded to add catastrophic illnesses and injuries. Most recently we have broadened our mission with a disaster relief program.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Two: Our disaster relief program allows us to give necessary relief to areas ravaged by natural or unforeseen disasters. This includes pandemic relief, wildfires, flooding, tornadoes, droughts and storms.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Three: Despite being immersed in COVID relief and natural disaster work recently, we have also upheld our commitment to catastrophically ill and injured equestrians in need of support.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Equestrian Aid Foundation has chosen to have a Leadership Team in the place of an Executive Director. Each of them donates their time, professional expertise and gives support to the staff members of the organization. Staff members are allowed the opportunity to perform as business leaders and utilize independent discretion within their roles. This type of leadership development style has been successful for improving their capabilities and in turn has had a positive impact on the foundation.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Raising Awareness

What are this organization’s external mobilizaton efforts?

Equestrian Aid Foundation has strategically partnered with other organizations to have "boots on the ground" mobilization once a critical need is seen within equestrian communities. This allows us to respond and react to critical situations in a timely manner as well as engaging in educational opportunities for our constituents. We focus on meaningful social media and marketing activities to raise awareness of our mission and cause. This includes email campaigns and social media posts.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


The Equestrian Aid Foundation celebrates its 25th year of service to the equestrian community in 2021. Over these years, we have constantly evolved to meet our community’s critical needs. The organization’s initial mission—to offer compassionate care to equestrians living with HIV/AIDS— expanded in 2006 to assist equestrians coping with any catastrophic illness or injury. In 2018, we broadened our mission once again by adding a Disaster Relief Fund to assist equestrian communities in the aftermath of natural or other unforeseen disasters—including the COVID-19 pandemic. As we look forward toward our next 25 years of service, we will strive to further our growth as a dynamic organization that is attentive and responsive to the emergent needs of the equestrian community.

Source: Nonprofit submitted responses

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

92

out of 100

Equestrian Aid Foundation Inc. has earned a passing score. The organization provided data about how it listens to constituents (Constituent Feedback) and its Diversity, Equity, & Inclusion (DEI) practices (see report below).

The Culture & Community Beacon is comprised of the following metrics:

  • Constituent Feedback: 100/100 (30% of beacon score)

  • Diversity, Equity, & Inclusion: 88/100 (70% of beacon score)


Back to Overall

Culture & Community Report

92

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Diversity, Equity, & Inclusion

88/100 points

70% of beacon score


This organization's score of 88 is a passing score. The organization reported that it is implementing 6 diversity, equity and inclusion (DEI) practices. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


View this organization's DEI Strategies


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback

100/100 points

30% of beacon score


This organization reported that it is collecting feedback from the constituents and/or communities it serves. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.


View this organization's Constituent Feedback Practices




Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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