EQUINE-ASSISTED THERAPY INC (EIN 200319917) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

MARY PICCIRILLI

Phone

3149710605

Tax Period

2024-01-01 to 2024-12-31

EQUINE-ASSISTED THERAPY INC, founded in 2003, is a small nonprofit in the Mental Health sector that reported $613K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $556K left a modest 9% surplus.

Mission

PROVIDE THERAPEUTIC HORSEMANSHIP EXPERIENCES TO PERSONS WITH MENTAL, PHYSICAL, AND/OR PSYCHOLOGICAL DISABILITIES TO ENHANCE THE QUALITY AND PRODUCTIVITY OF THEIR LIVES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $225,430

Program Service Revenue $218,335

Investment Income $0

Other Revenue $169,452

TOTAL REVENUE $613,217

Expense Breakdown

Grants Paid $37,943

Salaries & Benefits $243,519

Fundraising Expenses $1,618

Program Expenses $540,322

Other Expenses $274,978

TOTAL EXPENSES $556,440

Year-over-Year Comparison

	2024	2023	Change
Revenue	$613,217	$536,405	+0.1%
Expenses	$556,440	$576,358	0.0%
Net Income	$56,777	$-39,953	-2.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

240

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

Total Directors

$55,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LULU BOGOLIN	EXECUTIVE DIRECTOR	40.00	Director	$55,000	$0	$55,000
MARY PICCIRILLI	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
BECKY HADFIELD	PRESIDENT	6.00	Officer Director	$0	$0	$0
PATRICK WOLCOTT	SECRETARY	2.00	Officer Director	$0	$0	$0
RON SADLER	TREASURER	1.00	Officer Director	$0	$0	$0
DIA TAYLOR	BOARD MEMBER	0.50	Officer Director	$0	$0	$0
GEOFF JONES	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
KELLY KENNEDY	BOARD MEMBER	0.50	Officer Director	$0	$0	$0
KATHY YAMAGUCHI	OFFICER	0.50	Officer Director	$0	$0	$0
SHANNON BAKER DVM	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
NICOLE LESH	MEMBER AT LARGE	5.00	Director	$0	$0	$0
JODY DELF	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MARK JACOB	MEMBER AT LARGE	3.00	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	No data	No data	No data	No data
2024	$613,217	$556,440	$1,617,344	$56,777
2023	$536,405	$576,358	$1,565,447	$-39,953
2022	$474,533	$424,537	$1,985,686	$49,996
2021	$439,294	$341,910	$2,244,233	$97,384
2020	$373,956	$272,105	$2,161,801	$101,851

EQUINE-ASSISTED THERAPY INC