PAL-O-MINE EQUESTRIAN INC (EIN 113302338) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

LISA GATTI

Phone

6319431389

Tax Period

2023-01-01 to 2023-12-31

PAL-O-MINE EQUESTRIAN INC, founded in 1995, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $842K, a strong 35% operating margin.

Mission

MISSION IS TO PROVIDE A COMPREHENSIVE THERAPEUTIC EQUINE PROGRAM USING HORSES TO FACILITATE GROWTH, LEARNING & HEALING. OUR POPULATION INCLUDES CHILDREN AND ADULTS WITH DISABILITIES,THOSE WHO HAVE BEEN ABUSED OR NEGLECTED, THE MILITARY AND THE ECONOMICALLY COMPROMISED.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,780,011

Program Service Revenue $620,776

Investment Income $33

Other Revenue $0

TOTAL REVENUE $2,400,820

Expense Breakdown

Grants Paid $0

Salaries & Benefits $452,172

Fundraising Expenses $67,948

Program Expenses $1,251,494

Other Expenses $1,106,410

TOTAL EXPENSES $1,558,582

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,400,820	$1,426,018	+0.7%
Expenses	$1,558,582	$1,471,407	+0.1%
Net Income	$842,238	$-45,389	-19.6%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$85,186

Total Directors

$85,186

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BIGLER	TREASURER	10.00	Officer Director	$0	$0	$0
WILLIAM GATTI	DIRECTOR	10.00	Director	$0	$0	$0
NANCY ENGELHARDT	DIRECTOR	2.00	Director	$0	$0	$0
BLAIR GRIESMEYER	CHAIRPERSON	10.00	Director	$0	$0	$0
ELLEN LEAR	SECRETARY	15.00	Officer Director	$0	$0	$0
STEVE ISAACS	DIRECTOR	10.00	Director	$0	$0	$0
PATTI POSILLICO	DIRECTOR	8.00	Director	$0	$0	$0
LISA GATTI	CEO	60.00	Officer Director	$62,866	$22,320	$85,186
NANCY MAZZOLA	DIRECTOR	10.00	Director	$0	$0	$0
BRIAN BUGGE	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
2024	No data	No data	No data	No data
2023	$2,400,820	$1,558,582	$4,670,505	$842,238
2022	$1,426,018	$1,471,407	$3,379,691	$-45,389
2021	$1,562,608	$1,404,385	$3,500,047	$158,223
2020	$1,233,671	$1,216,119	$3,475,413	$17,552
2019	$1,985,253	$1,482,816	$3,320,508	$502,437
2018	$1,508,691	$1,389,404	$2,723,636	$119,287

PAL-O-MINE EQUESTRIAN INC