BONITA EQUESTRIAN THERAPY FOR THE HANDICAPPED (EIN 330103084) - 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

1985

Legal Domicile

Principal Officer

LORETTA GATES

Phone

6194759056

Tax Period

2019-01-01 to 2019-12-31

BONITA EQUESTRIAN THERAPY FOR THE HANDICAPPED, founded in 1985, is a micro nonprofit that reported $26K in total revenue in fiscal year 2019.

Mission

Winners Circle provides our community with safe, knowledgeable, effective, affordable and professional adaptive riding therapy programs for individuals of all ages with physician diagnosed challenges; physical, mental, emotional and/or behavioral.Our services will be provided in a safe and compassionate environment in collaboration with the doctors, parents, and principal caregivers of our students.Recognizing that each riders needs, interests and skill set are unique, our professionally trained riding instructors will design individualized curriculums to achieve the greatest results possible.Community based, we honor and respect the opinions, time and effort of each volunteer, staff member and volunteer board member. Our strength is our diversity, working together to service our community.

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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 (2019)

Revenue Breakdown

Contributions & Grants $21,110

Program Service Revenue $5,255

Investment Income $0

Other Revenue $0

TOTAL REVENUE $26,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,188

Other Expenses $26,223

TOTAL EXPENSES $26,223

Year-over-Year Comparison

	2019	2018	Change
Revenue	$26,365	$26,723	0.0%
Expenses	$26,223	$27,569	0.0%
Net Income	$142	$-846	-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

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
DAVID JACKSON	President	1.00	Officer Director	$0	$0	$0
LORETTA GATES	Treasurer	1.00	Officer Director	$0	$0	$0
LAURIE LAMB	Secretary	1.00	Officer Director	$0	$0	$0
ROBERTA JACKSON	Executive Dir.	1.00	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
2019	$26,365	$26,223	$2,900	$142
2018	$26,723	$27,569	$2,758	$-846

BONITA EQUESTRIAN THERAPY FOR THE HANDICAPPED