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J. F. Shea Therapeutic Riding Center, Inc.

 26284 Oso Road
 San Juan Capistrano, CA 92675
[P] (949) 240-8441
[F] (949) 240-3447
www.sheacenter.org
[email protected]
Dana Green
FOUNDED: 1978
INCORPORATED: 1979
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names Fran Joswick Therapeutic Riding Center (2001)
Orange County Riding Center (1990)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3351363 00000

Summary


Mission StatementMORE »

Improve the lives of people with disabilities through therapeutic horse-related programs.

Mission Statement

Improve the lives of people with disabilities through therapeutic horse-related programs.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $4,410,002.00
Projected Revenue $4,485,026.00

ProgramsMORE »

  • Therapeutic Riding
  • Military Program

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Improve the lives of people with disabilities through therapeutic horse-related programs.

Background Statement

In 1978, Fran Joswick--a social worker and equestrienne - together with rider parents, Nancy and Derek Lewis, began Orange County's first therapeutic riding program with one rider, one horse, and a dream to improve the lives of people with disabilities through therapeutic horse-related programs.  More than 1,100 clients (children and adults) with physical and cognitive disabilities are served annually with the help of 220+ weekly volunteers, 23 therapy horses, 1 facility dog, and 26 full-time and 15 part-time professional staff.

Impact Statement

Objective 1: The Shea Center will provide our effective and affordable hippotherapy and therapeutic riding programs to over 1,100 children and adults with disabilities from Orange County and surrounding areas during 2019.
Outcome 1: More than 1,000 children, teens and adults with disabilities from Orange County will participate in therapeutic riding programs at The Shea Center over a 12-month period. Our services are offered in four sessions (10 to 11 weeks each) in the winter, spring, summer and fall. All client participation is tracked in our database. We expect to have served more than 1,100 children, teens and adults between January 1, 2019 and December 31, 2019.

Objective 2: Improve the health outcomes of more than 80 percent of our riders, based on individual treatment needs and therapy goals.
Outcome 2: 80 percent or more of the clients served over a 12-month period will experience improved physical, cognitive and emotional health and social skills. Based on the initial evaluation by our licensed physical therapist individual goals and lesson plans are established for each rider. Client progress is documented by the instructor or therapist after each visit. Goals are reviewed at the end of each session and adjustments are made and new goals are established when needed. All data is documented electronically in our client database by our program staff.

Objective 3: Increase community awareness of the needs of people with disabilities and the benefits of therapeutic riding through ongoing outreach, volunteerism and education activities.
Outcome 3: The Shea Center will raise more than $1,000,000 in program funding between January 1, 2019 and December 31, 2019 through charitable contributions solicited through our two annual special events, grant writing, an annual campaign and other special purpose campaigns. These funds allow us to maintain low, affordable program fees and provide financial aid to approximately 87 percent of our clients that need assistance.


Needs Statement

1) Annual operating funds are raised every year in real time – while we have small reserves, each year we must raise more than $3.8 million of our $4.5 million budget.  General and unrestricted gifts to our operating budget are deeply appreciated.
2) Financial aid for our clients – we offer deeply discounted services, but over 87 percent of our clients receive some form of financial aid.  We give over $200,000 in financial aid each year.
3) Help us build an endowment for horse care needs.  It costs about $55,000 per year in vet bills to support our 20+ horses.
4) We always need outstanding volunteers. We need more than 280 volunteers each week.

CEO Statement

The Shea Center exists to change your life.  In whatever role fits you best at The Shea Center, each person contributes a meaningful and lasting impact through their volunteerism.

Seventy-seven percent of our more than 800 annual volunteers are young people.  They are being exposed to people with differences of all ages and being asked to become leaders both literally and metaphorically.  Our board members are dynamic, engaged and committed.  They are, without exception, extraordinary.  Our staff has been working together for many years now – turnover is remarkably low.  We are dedicated professionals to our clients and our mission is alive every day in the work we do. There are over 850 therapeutic riding centers in the U.S.  The Shea Center is one of the top five training facilities for our industry with a Shea-trained instructor in nearly every state in the U.S. and more than 15 countries in the world.
 
We are about making people as able as possible in our unique environment so that what they do with us carries over into their home.

Board Chair Statement

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Other Ways to Donate/Volunteer

Donations may be made by mailing a check, phone donations, in-kind donations, website donations, annual fund donations or donations to the annual Drive to Ride campaign.  Support the Center by attending an event or volunteering your time as a horse leader, horse sidewalker, committee member, board member, or office volunteer.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
In a specific U.S. city, cities, state(s) and/or region.
West Orange County
All of Orange, Los Angeles, San Bernardino, San Diego and Riverside counties.  Our instructor training programs have reached nearly every state in the U.S. and 15 countries worldwide.

Organization Categories

  1. Human Services - Human Services
  2. Human Services - Developmentally Disabled Services/Centers
  3. Public & Societal Benefit - Military/Veterans' Organizations

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Programs


Therapeutic Riding

The Shea Center provides therapeutic horse-related programs to children and adults. Therapeutic riding is a medically recognized form of therapy utilizing the horse's movement to help improve balance, coordination, strength and cognitive functioning. Depending on individual needs and complexity of diagnosis, clients participate in individual or group therapeutic riding activities including hippotherapy services which are provided by a physical, occupational, or speech therapy professional. Over 80 different disabilities are served including cerebral palsy, autisum, multiple sclerosis, spinal cord injury, brain trauma and visual and hearing impairment.
Budget  $2,406,638.00
Category  Human Services, General/Other Human Services, General/Other
Population Served People/Families with of People with Disabilities
Program Short-Term Success 
The Shea Center will provide effective and affordable hippotherapy and therapeutic riding programs to more than 600 children and adults with disabilities from Orange County and surrounding areas during 2013.

Therapeutic riding will improve the health outcomes of more than 80 percent of our riders, based on individual treatment needs and therapy goals. They will experience improved physical, cognitive and emotional health and social skills.
 
Community awareness of the needs of people with disabilities and the benefits of therapeutic riding will increase through ongoing outreach, volunteerism and education activities. In 2013, The Shea Center will raise more than $1,000,000 in program funding through charitable contributions.  These funds allow us to maintain low, affordable program fees and provide financial aid to approximately 30 percent of our clients that need assistance.

 

Program Long-Term Success 

The Shea Center's long term goal is to ensure that all people who want access to our programs know about them and have access.   Currently, more than 90 percent of our clients experience significant gains from their work with us.  One of the ways in which we achieve this goal is to work with more than 11 universities with their physical, occupational, and speech therapy schools.  We are an internship site for these medical professional degree programs and it helps to create not only awareness, but increased credibility for the work we do with the university students training here.

Program Success Monitored By  The Shea Center’s overall success is measured by the number of clients we serve, and the percentage of clients who make significant progress in cognitive, physical, and emotional growth and development. Individual goals are established, and student progress is documented and reviewed to determine whether goals are being met. Lesson plans are reviewed periodically and adjustments are made when needed. Because our treatment plans are designed
to suit each individual’s unique medical condition, we measure our success through theirs. Feedback is collected from clients and/or their families and caregivers through the use of questionnaires and verbal evaluations and the results are used to track progress, client satisfaction and to design new programs to meet client needs.  In 2012, more than 90% of our
client goals were either met or partially met.
Examples of Program Success 
See other documents section.

Military Program

Therapeutic horseback riding activities for current or former military personnel and their families.
Budget  $130,500.00
Category  Human Services, General/Other Human Services, General/Other
Population Served People/Families with of People with Disabilities
Program Short-Term Success  Immediate gains can often be seen in the progress of balance, strength, coordination and relational skills.
Program Long-Term Success  Every Shea Center client's progress is tracked and individual in measurement.  For some, it's strength, balance and coordination.  For others, it's the ability to socialize or relate to family members.  Each client progress note is entered daily and measured against the goals set at the beginning of a 10-week session.  Long term, over 77 percent of all Shea Center clients meet their session and annual goals.
Program Success Monitored By  We use a custom-built data program based on the "Salesforce" platform which allows us to measure and track client progress on a daily, monthly, quarterly and annual basis.
Examples of Program Success  --

Management


CEO/Executive Director Ms. Dana Butler-Moburg
CEO Term Start --
CEO Email [email protected]
CEO Experience For the past 21 years, Dana has been the executive director for the J.F. Shea Therapeutic Riding Center in San Juan Capistrano. The Shea Center is dedicated to improving the lives of people with disabilities through therapeutic horse-related programs. In the last 21 years, the Center has quadrupled its operating revenue to a $4.5 million annual operating budget while growing services to serve over 1,100 clients with special needs each year at the Center. With 26 full-time staff and 15 part-time and contract staff, the Shea Center is one of the largest therapeutic equestrian centers in the U.S. Her work was recently recognized with the Founder's Award by the Professional Association of Therapeutic Horsemanship International organization for making a meaningful impact on the entire industry of therapeutic riding. In 2009, she was also named one of "20 Women to Watch in Orange County" by OC Metro magazine. She brings a 31-year background in non-profit management and administration to The Shea Center with an emphasis in community organization, development, communications and board management. She spent seven years with the American Heart Association in Los Angeles during which time she received two national awards for her work in communications and marketing.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 26
Number of Part Time Staff 15
Number of Volunteers 800
Number of Contract Staff 0
Staff Retention Rate % 100%
Staff Professional Development --

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 2
Caucasian: 35
Hispanic/Latino: 4
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 32
Male: 9
Not Specified --

Plans & Policies

Organization has Fundraising Plan? --
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses

--

CEO Comments

--

Foundation Comments

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Governance


Board Chair Susan Purel
Board Chair Company Affiliation Community Leader
Board Chair Term June 2017 - June 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Gilbert Aguirre Rancho Mission Viejo Voting
Mark Aldrich Aldrich & Bonnefin, PLC Voting
Allyson Constantino Community Volunteer --
Jeff Cunningham Shea Properties Voting
Bonnie Eastman Bonnie Gonzales Interiors --
John Frank John Frank Construction Voting
Julie Frost Community Volunteer --
Tony Gregory Custom Goods, LLC --
Christopher Hopper Crosby Insurance, Inc. --
Marcia Jager Community Volunteer Voting
Jenny Klein Community Volunteer Voting
Pam Moellenhoff Community Volunteer Voting
Jeff Moore CBRE --
Amber Offield Community Volunteer --
Susan Purel Community Volunteer Voting
Julianna Pyott Community Volunteer Voting
Susie Roof PT Saddleback Memorial Hospital Voting
Steve Stambaugh CPA Community Volunteer --
Gary Urban GMU Geotechnical, Inc. --
Jim Washburn DPR Construction Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 24
Hispanic/Latino: 0
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 10
Male: 10
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 75%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Audit
  • Executive
  • Finance
  • Nominating

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year Jan 01, 2019 to Dec 31, 2019
Projected Revenue $4,485,026.00
Projected Expenses $4,410,002.00
Form 990s

2018 Form 990

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

Audit Documents

2015 Shea Center Audit

2014 Shea Center Audit

2012 Shea Center Financial Statement

2010 Shea Financial Statement

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $4,268,791 $3,869,884 $4,121,256
Total Expenses $4,179,182 $3,757,858 $3,429,110

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$1,989,865 $1,669,876 $1,691,386
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $722,572 $766,171 $680,924
Investment Income, Net of Losses $45,869 $14,762 $11,467
Membership Dues -- -- --
Special Events $1,510,485 $1,381,425 $1,700,727
Revenue In-Kind -- $37,650 $36,752
Other -- -- --

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $2,949,016 $2,801,171 $2,541,875
Administration Expense $285,160 $300,704 $291,457
Fundraising Expense $945,006 $655,983 $595,778
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.02 1.03 1.20
Program Expense/Total Expenses 71% 75% 74%
Fundraising Expense/Contributed Revenue 27% 21% 18%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $14,742,388 $14,619,082 $14,385,450
Current Assets $4,110,881 $3,923,597 $3,392,196
Long-Term Liabilities -- $12,800 $16,584
Current Liabilities $266,144 $224,453 $198,735
Total Net Assets $14,476,244 $14,381,829 $14,170,131

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 15.45 17.48 17.07

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose To build a permanent home to serve our clients with disabilities on the 8 acres of land donated to the Center by the J.F. Shea Co. Inc.
Campaign Goal --
Capital Campaign Dates Jan -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

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Foundation Comments

Summary financial data is per the form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.