EQUI-LIBRIUM INC (EIN 233088228) - 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

2001

Legal Domicile

Principal Officer

RAYMOND SZCZUCKI

Phone

6103652266

Tax Period

2024-01-01 to 2024-12-31

EQUI-LIBRIUM INC, founded in 2001, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024. The organization ran a surplus of $532K, a strong 42% operating margin.

Mission

TO PROVIDE HEALING THROUGH HORSES, EMPOWERING INDIVIDUALS WITH SPECIAL NEEDS TO REACH THEIR HIGHEST POTENTIAL THROUGH EQUINE ASSISTED ACTIVITIES AND THERAPIES.

🔒

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 $973,029

Program Service Revenue $288,553

Investment Income $11,984

Other Revenue $-10,166

TOTAL REVENUE $1,263,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $447,816

Fundraising Expenses $17,912

Program Expenses $513,813

Other Expenses $283,955

TOTAL EXPENSES $731,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,263,400	$1,254,113	+0.0%
Expenses	$731,771	$730,277	+0.0%
Net Income	$531,629	$523,836	+0.0%

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

200

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

$71,756

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSIE SHAPPELL	CEO	40.00	Officer	$71,756	$0	$71,756
RAYMOND SZCZUCKI	CHAIRPERSON	10.00	Officer Director	$0	$0	$0
WENDA BOYER	VICE CHAIRPE	1.00	Director	$0	$0	$0
MARGARET MURPHY	TREASURER	1.00	Director	$0	$0	$0
LYNNE NEEL	SECRETARY	1.00	Director	$0	$0	$0
RONALD BRUBAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW HOTCHKISS	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHRYN MAJEWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE MILLHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
PANNA PAVANGADKAR	BOARD MEMBER	1.00	Director	$0	$0	$0
HELENA SEIP	BOARD MEMBER	1.00	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	$1,263,400	$731,771	$2,397,669	$531,629
2023	$1,254,113	$730,277	$1,786,098	$523,836
2022	$759,252	$683,260	$1,254,768	$75,992
2021	$716,421	$511,763	$1,225,600	$204,658
2020	$313,853	$345,063	$1,038,352	$-31,210
2019	$362,670	$377,749	$1,013,661	$-15,079

EQUI-LIBRIUM INC