MID-SOUTH EVENTING AND DRESSAGE

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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

1976

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

MID-SOUTH EVENTING AND DRESSAGE, founded in 1976, is a micro nonprofit in the Human Services sector that reported $12K in total revenue in fiscal year 2023. Revenue fell 109% from the prior year — a significant decline worth monitoring.

Mission

An Educational organization that promotes safety and proficiency of riders with their horses.

Program Service Accomplishments

Program 1

Expenses: $70,957

The organization promotes events and meetings to bring members together and to enhance their skills. The organization publishes a newsletter that keeps the membership informed about current events.

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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 $27,830

Program Service Revenue $18,404

Investment Income $0

Other Revenue $-57,914

TOTAL REVENUE $-11,680

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,957

Other Expenses $70,659

TOTAL EXPENSES $72,659

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-11,680	$130,985	-1.1%
Expenses	$72,659	$56,440	+0.3%
Net Income	$-84,339	$74,545	-2.1%

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

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
Erin Murphy	Director	5.00	Officer	$0	$0	$0
Jennifer Reisenbichler	Director	5.00	Officer	$0	$0	$0
Cathy Wieschhoff	Director	5.00	Officer	$0	$0	$0
Amelia Jean Foster	Vice Pres Dressage	5.00	Officer	$0	$0	$0
Julie Congleton	President	5.00	Officer	$0	$0	$0
Lindsey DeAngelis	Vice Pres Eventing	5.00	Officer	$0	$0	$0
Melanie Fransen	Treasurer	5.00	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	$-11,680	$72,659	$265,054	$-84,339
2022	$130,985	$56,440	$349,393	$74,545
2021	$73,134	$47,839	$294,848	$25,295
2020	$143,475	$52,941	$269,553	$90,534
2019	$-16,798	$99,191	$179,019	$-115,989
2018	$95,809	$56,195	$163,060	$39,614