PERCHERON HORSE ASSOC OF AMERICA EDUCATION & CHARITABLE FUND (EIN 311315763) - 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

1990

Legal Domicile

Principal Officer

James Whitford

Phone

9892242114

Tax Period

2022-01-01 to 2022-12-31

PERCHERON HORSE ASSOC OF AMERICA EDUCATION & CHARITABLE FUND, founded in 1990, is a micro nonprofit in the Animal-Related sector that reported $17K in total revenue in fiscal year 2022. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $35K exceeded revenue, resulting in a 105% operating deficit.

Mission

PROMOTION & EDUCATION ABOUT THE PERCHERON HORSE BREED, INCLUDING A YOUTH CLINIC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,296

Investment Income $6,567

Other Revenue $0

TOTAL REVENUE $16,863

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $1,200

Fundraising Expenses $0

Program Expenses $29,264

Other Expenses $28,809

TOTAL EXPENSES $34,509

Year-over-Year Comparison

	2022	2021	Change
Revenue	$16,863	$12,168	+0.4%
Expenses	$34,509	$25,188	+0.4%
Net Income	$-17,646	$-13,020	+0.4%

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	Role	Reportable Comp	Other Comp	Total
Jerry Hancock	President	Officer	$0	$0	$0
William Heston	Vice President	Officer	$0	$0	$0
David Hardy	Trustee		$0	$0	$0
Barbara J Watson	Trustee		$0	$0	$0
Mary Ellen Williams	Trustee		$0	$0	$0
James Whitford	Secretary/Treasurer	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
2022	$16,863	$34,509	$430,641	$-17,646
2021	$12,168	$25,188	$492,168	$-13,020
2020	$18,153	$34,592	$495,203	$-16,439
2019	$338,279	$29,345	$500,828	$308,934

PERCHERON HORSE ASSOC OF AMERICA EDUCATION & CHARITABLE FUND