SANTA BARBARA EQUINE ASSISTANCE AND EVACUATION TEAM (EIN 311654184) - 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

1999

Legal Domicile

Principal Officer

KATHY O'CONNOR

Phone

8058959481

Tax Period

2020-01-01 to 2020-12-31

SANTA BARBARA EQUINE ASSISTANCE AND EVACUATION TEAM, founded in 1999, is a small nonprofit in the Animal-Related sector that reported $774K in total revenue in fiscal year 2020. Revenue surged 814% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 19% operating margin.

Mission

TO ASSIST ALL SANTA BARBARA COUNTY EMERGENCY RESPONDING AGENCIES AND LARGE ANIMAL OWNERS IN THE EVACUATION, TEMPORARY CARE AND SHELTERING OF LARGE ANIMALS IN TIME OF FIRE, FLOOD, EARTHQUAKE AND OTHER DISASTERS OR ACCIDENTS. VOLUNTEERS ARE TRAINED AND REGISTERED DISASTER SERVICE WORKERS UNDER THE OFFICE OF EMERGENCY SERVICES IN CALIFORNIA. SB EQUINE EVAC PROVIDES EDUCATION AND DEMONSTRATIONS FOR MANY LOCAL PUBLIC EVENTS, AGENCIES AND ORGANIZATIONS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $766,037

Program Service Revenue $0

Investment Income $7,603

Other Revenue $0

TOTAL REVENUE $773,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $224

Program Expenses $614,308

Other Expenses $627,982

TOTAL EXPENSES $627,982

Year-over-Year Comparison

	2020	2019	Change
Revenue	$773,640	$84,616	+8.1%
Expenses	$627,982	$17,225	+35.5%
Net Income	$145,658	$67,391	+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

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
JOANNE RYAN	Secretary	8.00	Officer Director	$0	$0	$0
KATHY O'CONNOR	President	6.00	Officer Director	$0	$0	$0
TAMMY THOMPSON	Treasurer	6.00	Officer Director	$0	$0	$0
RONDA HATHAWAY	Vice President	6.00	Officer Director	$0	$0	$0
BARBARA WOLF	Director	5.00	Director	$0	$0	$0
BARBARA ESSEX	Director	6.00	Director	$0	$0	$0
MARTY NOKES	Director	2.00	Director	$0	$0	$0
BRUCE BENNETT	Director	2.00	Director	$0	$0	$0
PAT LENNON	Director	2.00	Director	$0	$0	$0
KRISTIN JEPSEN	Director	2.00	Director	$0	$0	$0
KAREN CHRISTENSEN	Director	8.00	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
2020	$773,640	$627,982	$311,765	$145,658

SANTA BARBARA EQUINE ASSISTANCE AND EVACUATION TEAM