BROOKE USA INC (EIN 331173163) - 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

2007

Legal Domicile

Principal Officer

EMILY MARQUEZ-DULIN

Phone

8592960037

Tax Period

2024-01-01 to 2024-12-31

BROOKE USA INC, founded in 2007, is a community nonprofit in the Animal-Related sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $485K, a strong 26% operating margin.

Mission

THE ORGANIZATION WAS ESTABLISHED TO SUPPORT SUSTAINABLE EQUINE WELFARE PROGRAMS ACROSS ASIA, AFRICA, THE MIDDLE EAST AND THE AMERICAS THROUGH FUNDRAISING AND STEWARDING DONATIONS TO THE AREAS OF GREATEST NEED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,001,004

Program Service Revenue $0

Investment Income $32,748

Other Revenue $-178,361

TOTAL REVENUE $1,855,391

Expense Breakdown

Grants Paid $501,372

Salaries & Benefits $524,671

Fundraising Expenses $440,421

Program Expenses $713,487

Other Expenses $344,793

TOTAL EXPENSES $1,370,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,855,391	$930,841	+1.0%
Expenses	$1,370,836	$1,243,641	+0.1%
Net Income	$484,555	$-312,800	-2.5%

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

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

$151,668

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM HAMILTON DVM	CHAIR	2.00	Officer Director	$0	$0	$0
JULIA WILSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
HOLLY SAMPSON	TREASURER	2.00	Officer Director	$0	$0	$0
LISA BAIR	SECRETARY	2.00	Officer Director	$0	$0	$0
DR DAVID JONES	CHAIRMAN EME	2.00	Officer Director	$0	$0	$0
PERNILLA AMMANN	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
MARK BEAUSOLEIL	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
TAMI FRATIS	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
SALLY FRICK	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
DWAYNE HILDRETH	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
GILL JOHNSTON	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
JOHN NICHOLSON	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
KATIE ROTH	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
JENNIFER SCHECHTER	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
CHRIS TATTERSALL	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
STUART WINSTON	TRUSTEE/DIRE	1.00	Director	$0	$0	$0
EMILY MARQUEZ-DULIN	CEO	40.00	Officer	$151,668	$0	$151,668

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	$1,855,391	$1,370,836	$1,960,609	$484,555
2023	$930,841	$1,243,641	$1,453,576	$-312,800
2022	$1,012,618	$1,160,859	$1,297,381	$-148,241
2021	$1,105,861	$1,097,279	$1,432,714	$8,582
2020	$992,605	$1,237,592	$1,438,897	$-244,987
2019	$1,997,665	$1,241,756	$1,680,130	$755,909
2019	$1,997,665	$1,241,756	$1,680,130	$755,909
2018	$1,795,042	$1,620,674	$912,016	$174,368
2018	$1,795,042	$1,620,674	$912,016	$174,368

BROOKE USA INC