Dale and Patti Shirley Equine Encore Foundation (EIN 202530224) - 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

2005

Legal Domicile

Principal Officer

BURTON J KINERK

Phone

5208870570

Tax Period

2024-01-01 to 2024-12-31

Dale and Patti Shirley Equine Encore Foundation, founded in 2005, is a micro nonprofit in the Animal-Related sector that reported $58K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $227K exceeded revenue, resulting in a 291% operating deficit.

Mission

The Organization's mission is to provide a dignified retirement for racehorses who are no longer able to compete at the racetrack and who, as a result, are no longer wanted.

🔒

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 $36,427

Program Service Revenue $0

Investment Income $21,540

Other Revenue $0

TOTAL REVENUE $57,967

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,334

Other Expenses $226,745

TOTAL EXPENSES $226,745

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,967	$52,136	+0.1%
Expenses	$226,745	$332,811	-0.3%
Net Income	$-168,778	$-280,675	-0.4%

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

N/A

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Burton J Kinerk	Secretary	10.0	Officer Director	$0	$0	$0
Wendy Davis	President	15.0	Officer Director	$0	$0	$0
Betsy Greene	Member	15.0	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	$57,967	$226,745	$576,420	$-168,778
2023	$52,136	$332,811	$745,198	$-280,675
2022	$558,655	$321,430	$1,058,474	$237,225
2021	$92,453	$282,397	$809,041	$-189,944
2020	$175,636	$287,614	$996,703	$-111,978
2018	$234,140	$241,634	$342,950	$-7,494

Dale and Patti Shirley Equine Encore Foundation