ROSE OF SHARON EQUESTRIAN SCHOOL INC (EIN 311596944) - 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

1998

Legal Domicile

Principal Officer

JOAN M TWINING

Phone

4105922562

Tax Period

2023-01-01 to 2023-12-31

ROSE OF SHARON EQUESTRIAN SCHOOL INC, founded in 1998, is a small nonprofit in the Human Services sector that reported $147K in total revenue in fiscal year 2023. Expenses of $193K exceeded revenue, resulting in a 31% operating deficit.

Mission

ROSE OF SHARON EQUESTRIAN SCHOOL IS DEDICATED TO PROVIDING EQUINE FACILITATED LEARNING OPPORTUNITIES.

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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 $111,199

Program Service Revenue $33,855

Investment Income $784

Other Revenue $1,253

TOTAL REVENUE $147,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,997

Fundraising Expenses $0

Program Expenses $167,805

Other Expenses $113,096

TOTAL EXPENSES $193,093

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,091	$141,676	+0.0%
Expenses	$193,093	$179,000	+0.1%
Net Income	$-46,002	$-37,324	+0.2%

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

Employees

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

$41,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN MARIE TWINING	EXECUTIVE DIRECTOR	040.00	Officer	$41,600	$0	$41,600
MARY CLARK GIBBONS	CHAIRWOMAN	002.00	Officer Director	$0	$0	$0
LINDA HUTCHINSON-TROYER	SECRETARY	002.00	Officer Director	$0	$0	$0
GILBERT GARCZYNSKI	TREASURER	002.00	Officer Director	$0	$0	$0
CHRIS BENNETT	DIRECTOR	002.00	Director	$0	$0	$0
MARY ANN FISHER	DIRECTOR	002.00	Director	$0	$0	$0
SHELDON FORCHHEIMER	DIRECTOR	002.00	Director	$0	$0	$0
STEPHANIE HAYES	DIRECTOR	002.00	Director	$0	$0	$0
JANET KNOX	DIRECTOR	002.00	Director	$0	$0	$0
SHANE O'BRIEN	DIRECTOR	002.00	Director	$0	$0	$0
LAUREN PARR-ROSECRANS	DIRECTOR	002.00	Director	$0	$0	$0
KAREN RICHARDS	DIRECTOR	002.00	Director	$0	$0	$0
JESSICA RILEE	DIRECTOR	002.00	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	$147,091	$193,093	$333,445	$-46,002
2022	$141,676	$179,000	$372,439	$-37,324
2021	$167,192	$154,492	$385,971	$12,700
2020	$176,402	$163,363	$385,707	$13,039
2019	$174,474	$170,392	$316,944	$4,082
2018	$155,488	$158,816	$284,438	$-3,328

ROSE OF SHARON EQUESTRIAN SCHOOL INC