JAKE ES RIDING ROUND UP

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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

JAKE ES RIDING ROUND UP, founded in 2010, is a small nonprofit in the Animal-Related sector that reported $202K in total revenue in fiscal year 2023. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $251K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO OFFER P.E.A.C.E - PEOPLE THROUGH EQUINES ACHIEVING COURAGE & EMPOWERMENT.

Program Service Accomplishments

Program 1

Expenses: $193,963 Revenue: $67,971

TO OFFER EQUINE ASSISTED ACTIVITIES AND THERAPIES THAT PROVIDE EACH CLIENT NEW PATHS TO THEIR PERSONAL HEALING AND PEACE IN THE HOPES OF HELPING THEM REACH BEYOND THE CONFINES OF SPECIAL NEEDS...

TO OFFER EQUINE ASSISTED ACTIVITIES AND THERAPIES THAT PROVIDE EACH CLIENT NEW PATHS TO THEIR PERSONAL HEALING AND PEACE IN THE HOPES OF HELPING THEM REACH BEYOND THE CONFINES OF SPECIAL NEEDS, DISABILITIES, AND TRAUMATIC LIFE CHANGING DISASTERS. OFFERING THERAPEUDIC RIDING THAT BENEFITS THE PHYSICAL, PSYCHOLOGICAL AND SOCIAL ASPECTS OF THE INDIVIDUAL RIDER.

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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 $131,906

Program Service Revenue $65,813

Investment Income $2,221

Other Revenue $2,158

TOTAL REVENUE $202,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $9,413

Program Expenses $193,963

Other Expenses $250,553

TOTAL EXPENSES $250,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,098	$651,774	-0.7%
Expenses	$250,553	$222,300	+0.1%
Net Income	$-48,455	$429,474	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALT DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE WOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
DARLA FOUNTAIN	SECRETARY	6.00	Officer Director	$0	$0	$0
JANA EWING-SYVRUD	PRESIDENT	45.00	Officer Director	$0	$0	$0
PAM CORDER	TREASURER	1.00	Officer 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	No data	No data	No data	No data
2023	$202,098	$250,553	$418,564	$-48,455
2022	$651,774	$222,300	$457,865	$429,474
2021	$235,612	$217,474	$41,058	$18,138
2020	$153,648	$193,318	$25,815	$-39,670
2019	$208,071	$187,118	$48,215	$20,953
2018	$146,679	$158,175	$25,846	$-11,496