EQUESTRIANS INSTITUTE (EIN 237420540) - 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

1974

Legal Domicile

Principal Officer

Diana Axness

Phone

2068903198

Tax Period

2023-01-01 to 2023-12-31

EQUESTRIANS INSTITUTE, founded in 1974, is a small nonprofit that reported $573K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $553K left a modest 3% surplus.

Mission

Promote and foster an interest in and appreciation of horsemanship through educational and competitive programs

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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 $28,679

Program Service Revenue $540,836

Investment Income $0

Other Revenue $3,250

TOTAL REVENUE $572,765

Expense Breakdown

Grants Paid $1,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $547,665

Other Expenses $544,200

TOTAL EXPENSES $553,145

Year-over-Year Comparison

	2023	2022	Change
Revenue	$572,765	$392,810	+0.5%
Expenses	$553,145	$395,424	+0.4%
Net Income	$19,620	$-2,614	-8.5%

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

N/A

Volunteers

150

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
Gunn Cooper	Dressage Director	20	Director	$0	$0	$0
Meika Decher	Eventing Director	5	Director	$0	$0	$0
Diana Axness	Driving Director	5	Director	$0	$0	$0
Chris Bredeson	Sport Horse Breeding Director	1	Director	$0	$0	$0
Penny Leggot	Promotional Director	1	Director	$0	$0	$0
Laurie McLaughlin	Educational Director	1	Director	$0	$0	$0
Sarah Johnson	At large Director	1	Director	$0	$0	$0
Sarah Macenzie	At Large Director	1	Director	$0	$0	$0
Kathryn Lewis	President	10	Officer	$0	$0	$0
Meika Decher	Vice president	1	Officer	$0	$0	$0
Gunn Cooper	Treasurer	2	Officer	$0	$0	$0
Trish Camozzi-Ekberg	Secretary	2	Officer	$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	No data	No data	No data	No data
2023	$572,765	$553,145	$191,644	$19,620
2022	$392,810	$395,424	$172,024	$-2,614
2021	$443,126	$418,576	$177,322	$24,550

EQUESTRIANS INSTITUTE