GRACE UNDER THE OAKS INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRACE UNDER THE OAKS INC (EIN 84-4733804)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349203086
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T07:45:04-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200165723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DK BRIERY CPA PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12627 SAN JOSE BLVD STE 601 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844733804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grace Under the Oaks Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 9042375879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2831 SR-13 | AddressLine1Txt |
| City | Saint Johns | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32259 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Lang | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 9042375879 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jennifer | PersonFirstNm |
| Person Last | Lang | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dianne K Briery CPA | PreparerPersonNm |
| PTIN | P00200081 | PTIN |
| Phone | 9048803200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.graceundertheoaks.com | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $144,631 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $41,606 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $6,585 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $2,853 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $93,497 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $11,918 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $81,579 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $90 | OtherRevenueTotalAmt |
| Total Revenue | $132,713 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $16,904 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $19,005 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,184 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $11,014 | OtherExpensesTotalAmt |
| Total Expenses | $48,107 | TotalExpensesAmt |
| Excess Or Deficit For Year | $84,606 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $161,374 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $245,980 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,686 | BOYAmt |
| EOY | $213,464 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,688 | BOYAmt |
| EOY | $35,058 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,374 | BOYAmt |
| EOY | $248,522 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,542 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,374 | BOYAmt |
| EOY | $245,980 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The purpose of Grace Under the Oaks is to provide therapeutic riding programs and equine assisted activities to individuals with special needs. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Riding services for special needs persons benefiting 9 individuals. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $43,223 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,223 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Mary Baer | ||||
| Chair (1/26/20-current) | 4.00 | $0 | $0 | $0 |
| Jennifer Lang | ||||
| Executive Director (1/26/20-current) | 7.00 | $0 | $0 | $0 |
| Kathy Ornstein | ||||
| Secretary (1/26/20-current) | 7.00 | $0 | $0 | $0 |
| Ellen Bloom | ||||
| Treasurer (1/26/20-8/31/23) | 4.00 | $0 | $0 | $0 |
| Holly Dale | ||||
| Treasurer (9/15/23-current) | 6.00 | $0 | $0 | $0 |
| Betsy Dixon | ||||
| Vice Chair (1/22/21-8/1/23) | 1.50 | $0 | $0 | $0 |
| Jill Morris | ||||
| Vice Chair (8/1/23-current) | 4.00 | $0 | $0 | $0 |
| Michelle Eller | ||||
| Marketing Director (9/28/23-current) | 0.50 | $0 | $0 | $0 |
| Mary Ann Callahan | ||||
| Director (7/1/21-6/7/23) | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Holly Dale | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 Buckhead Ct | AddressLine1Txt |
| City | Saint Johns | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5852002959 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $52,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,103 | CurrentTaxYearAmt |
| Total | $374,277 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $5,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,585 | CurrentTaxYearAmt |
| Total | $11,960 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90 | CurrentTaxYearAmt |
| Total | $1,651 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $53,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,778 | CurrentTaxYearAmt |
| Total | $387,888 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $54,865 | CurrentTaxYearAmt |
| Total | $54,865 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $54,865 | CurrentTaxYearAmt |
| Total | $54,865 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $333,023 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,853 | CurrentTaxYearAmt |
| Total | $2,909 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,853 | CurrentTaxYearAmt |
| Total | $2,909 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Boots N Bling | Event1Nm |
| Gross Receipts Event1 | $90,640 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $90,640 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,875 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,343 | OtherDirectExpensesEvent1Amt |
| Event2 | None | Event2Nm |
| Gross Receipts Total | $90,640 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $90,640 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,875 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,343 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,918 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $78,722 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | Evaluation Income 90. |
| Form 990EZ, Part I, Line 16 | Depreciation 774. |
| Form 990EZ, Part I, Line 16 | Bank & PayPal Fees 793. |
| Form 990EZ, Part I, Line 16 | Dues & Subscriptions 1200. |
| Form 990EZ, Part I, Line 16 | Educational Expenses 1636. |
| Form 990EZ, Part I, Line 16 | Insurance 1505. |
| Form 990EZ, Part I, Line 16 | Materials, Supplies, & Equipment 2803. |
| Form 990EZ, Part I, Line 16 | Meals & Entertainment 584. |
| Form 990EZ, Part I, Line 16 | Office Supplies & Software 1119. |
| Form 990EZ, Part I, Line 16 | Taxes & Licenses 195. |
| Form 990EZ, Part I, Line 16 | Travel 405. |
| Form 990EZ, Part II, Line 26 | Credit Cards Payable 2542. |