EQUICENTER INC (EIN 331082985) - 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

2004

Legal Domicile

Principal Officer

RICHARD 'CHARLIE' FOX JR

Phone

5856247772

Tax Period

2023-01-01 to 2023-12-31

EQUICENTER INC, founded in 2004, is a community nonprofit in the Health Care sector that reported $4.1M in total revenue in fiscal year 2023. Revenue surged 206% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 61% operating margin.

Mission

EQUICENTER FOSTERS GROWTH, WELLNESS, AND EDUCATIONAL OPPORTUNITIES FOR PEOPLE OF ALL AGES AND ABILITIES THROUGH THE POWER OF EQUESTRIAN, HORTICULTURAL AND OUTDOOR EXPERIENCES.

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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 $3,701,152

Program Service Revenue $454,126

Investment Income $-43,357

Other Revenue $-61,407

TOTAL REVENUE $4,050,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,114,454

Fundraising Expenses $34,872

Program Expenses $1,363,105

Other Expenses $477,184

TOTAL EXPENSES $1,591,638

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,050,514	$1,325,356	+2.1%
Expenses	$1,591,638	$1,741,252	-0.1%
Net Income	$2,458,876	$-415,896	-6.9%

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

206

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

$170,214

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA ZEILER	VICE CHAIR	10.00	Officer Director	$0	$0	$0
RICHARD 'CHARLIE' FOX JR	CHAIR	10.00	Officer Director	$0	$0	$0
ERIN HEINTZ	SECRETARY (PART YEAR)	1.00	Officer Director	$0	$0	$0
HEIDI VAHUE	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
MARY MAIDA	DIRECTOR	1.00	Director	$0	$0	$0
STUART MACKENZIE	DIRECTOR	1.00	Director	$0	$0	$0
TISH CIACCIO	DIRECTOR (PART YEAR)	1.00	Director	$0	$0	$0
ALEX AMORESE	DIRECTOR	1.00	Director	$0	$0	$0
ALEX ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM CHERRY	TREASURER	8.00	Officer Director	$0	$0	$0
BARB EGENHOFER	DIRECTOR/SECRETARY	2.00	Officer Director	$0	$0	$0
TAMRA WERNER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
RYAN SHEAR	CHIEF DEVELOPMENT OFFICER (PART YEAR)	40.00	Officer	$86,730	$0	$86,730
KATHERINE HATCH	CFO/EXECUTIVE DIRECTOR	40.00	Officer	$83,484	$0	$83,484

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	$4,050,514	$1,591,638	$6,484,693	$2,458,876
2022	$1,325,356	$1,741,252	$4,104,936	$-415,896
2021	$1,554,256	$1,331,685	$4,554,760	$222,571
2020	$1,172,505	$1,079,502	$4,362,267	$93,003
2019	$1,222,658	$1,081,966	$4,257,938	$140,692
2018	$1,228,243	$903,296	$4,157,677	$324,947

EQUICENTER INC