UNITED STATES EQUESTRIAN TEAM FOUNDATION INC (EIN 221668879) - 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

1950

Legal Domicile

Principal Officer

BONNIE B JENKINS

Phone

9082341251

Tax Period

2024-01-01 to 2024-12-31

UNITED STATES EQUESTRIAN TEAM FOUNDATION INC, founded in 1950, is a community nonprofit in the Recreation & Sports sector that reported $8.5M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $8.2M left a modest 3% surplus.

Mission

SUPPORT THE NEEDS OF AMERICA'S HIGH PERFORMANCE HORSES AND ATHLETES WITH US EQUESTRIAN FEDERATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,684,388

Program Service Revenue $0

Investment Income $2,760,552

Other Revenue $78,568

TOTAL REVENUE $8,523,508

Expense Breakdown

Grants Paid $4,134,332

Salaries & Benefits $1,730,841

Fundraising Expenses $867,050

Program Expenses $6,703,155

Other Expenses $2,209,728

TOTAL EXPENSES $8,227,611

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,523,508	$7,229,616	+0.2%
Expenses	$8,227,611	$6,955,954	+0.2%
Net Income	$295,897	$273,662	+0.1%

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

$621,762

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
W JAMES MCNERNEY JR	CHAIRMAN, PRESIDENT, & CEO	1.00	Officer Director	$0	$0	$0
AKIKO YAMAZAKI	SECRETARY	1.00	Officer Director	$0	$0	$0
PHILIP E RICHTER	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM H WEEKS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGINA BLOOMBERG	TRUSTEE	1.00	Director	$0	$0	$0
SHELBY BONNIE	TRUSTEE	1.00	Director	$0	$0	$0
ALEX BOONE	TRUSTEE	1.00	Director	$0	$0	$0
GLORIA CALLEN	TRUSTEE	1.00	Director	$0	$0	$0
JANE FORBES CLARK	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE H DAVIS JR	TRUSTEE	1.00	Director	$0	$0	$0
LISA T DESLAURIERS	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM CRAIG DOBBS	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET H DUPREY	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER GATES	TRUSTEE	1.00	Director	$0	$0	$0
CLAY GREEN	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH FATH	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS M JACOBS	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH L JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH B JULIANO	TRUSTEE	1.00	Director	$0	$0	$0
HOWARD KEENAN	TRUSTEE	1.00	Director	$0	$0	$0
FRITZ KUNDRUN	TRUSTEE	1.00	Director	$0	$0	$0
ANNE KURSINSKI	TRUSTEE	1.00	Director	$0	$0	$0
BEEZIE MADDEN	TRUSTEE	1.00	Director	$0	$0	$0
MARY ANNE MCPHAIL	TRUSTEE (THRU 1/2024)	1.00	Director	$0	$0	$0
FRANK G MERRILL	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH MEYER	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH MILLER	TRUSTEE	1.00	Director	$0	$0	$0
MIDSEE WRIGLEY MILLER	TRUSTEE	1.00	Director	$0	$0	$0
KRISTI MITCHEM	TRUSTEE	1.00	Director	$0	$0	$0
KAREN O'CONNOR	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS FX O'MARA	TRUSTEE	1.00	Director	$0	$0	$0
TONI CUPAL	TRUSTEE (AS OF 1/2024)	1.00	Director	$0	$0	$0
SIGNE OSTBY	TRUSTEE	1.00	Director	$0	$0	$0
ROBIN PARSKY	TRUSTEE	1.00	Director	$0	$0	$0
SUZANNE THOMAS PORTER	TRUSTEE	1.00	Director	$0	$0	$0
JULIET REID	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA RENO	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTA B SCHMIDT	TRUSTEE	1.00	Director	$0	$0	$0
PATTI SCIALFA SPRINGSTEEN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL A SMITH	TRUSTEE	1.00	Director	$0	$0	$0
DIANE THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
ANN THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
ZACHARIE VINIOS	TRUSTEE	1.00	Director	$0	$0	$0
LAURA Z WASSERMAN	TRUSTEE	1.00	Director	$0	$0	$0
CHESTER C WEBER	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE B JENKINS	EXECUTIVE DIRECTOR	40.00	Officer	$315,457	$47,263	$362,720
MARK P PIWOWAR	CHIEF FINANCIAL OFFICER	40.00	Officer	$223,564	$35,478	$259,042
LISA MUNRO	DIRECTOR OF DEVELOPMENT	40.00	Highest	$158,197	$50,366	$208,563
CLIFTON J COTTER JR	DIRECTOR OF FACILITIES	40.00	Highest	$104,321	$18,132	$122,453

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	$8,523,508	$8,227,611	$35,631,244	$295,897
2023	$7,229,616	$6,955,954	$35,093,109	$273,662
2022	$9,996,960	$6,030,979	$32,205,633	$3,965,981
2021	$8,933,467	$7,322,757	$32,097,058	$1,610,710
2020	$5,247,335	$5,356,616	$30,191,062	$-109,281
2019	$7,657,116	$5,790,451	$28,691,003	$1,866,665
2018	$11,186,957	$7,857,393	$24,586,494	$3,329,564

UNITED STATES EQUESTRIAN TEAM FOUNDATION INC