OAKDALE EQUINE RESCUE

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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

2010

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

OAKDALE EQUINE RESCUE, founded in 2010, is a small nonprofit in the Animal-Related sector that reported $272K in total revenue in fiscal year 2023.

Mission

RESCUE ABANDONED AND MISTREATED HORSES AND FIND PEOPLE TO ADOPT THEM.

Program Service Accomplishments

Program 1

Expenses: $208,120

RESCUE ABANDONED AND MISTREATED HORSES AND FIND PEOPLE TO ADOPT THEM.

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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 $271,787

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $271,787

Expense Breakdown

Grants Paid $0

Salaries & Benefits $450

Fundraising Expenses $59,512

Program Expenses $208,120

Other Expenses $267,056

TOTAL EXPENSES $267,632

Year-over-Year Comparison

	2023	2022	Change
Revenue	$271,787	$268,244	+0.0%
Expenses	$267,632	$293,858	-0.1%
Net Income	$4,155	$-25,614	-1.2%

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

N/A

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
LORA HANDLEY	VICE PRESIDENT	20.00	Officer	$0	$0	$0
JEANNINE ETHERIDGE	PRESIDENT	20.00	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
2024	No data	No data	No data	No data
2023	$271,787	$267,632	$124,001	$4,155
2021	$260,571	$190,229	$166,688	$70,342