EXCEPTIONAL EQUESTRIANS UNLIMITED … - Form 990 Financial Data

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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

1979

Legal Domicile

Principal Officer

KEN MERTENS

Phone

2199450726

Tax Period

2025-01-01 to 2025-12-31

EXCEPTIONAL EQUESTRIANS UNLIMITED INC, founded in 1979, is a small nonprofit that reported $130K in total revenue in fiscal year 2025. The organization ran a surplus of $26K, a strong 20% operating margin.

Mission

TO PROVIDE PROFESSIONAL THERAPEUTIC HORSEBACK RIDING ACTIVITIES FOR INDIVIDUALS WHO ARE MENTALLY OR PHYSICALLY CHALLENGED.

Program Service Accomplishments

Program 1

Expenses: $96,553 Revenue: $9,460

TO PROVIDE PROFESSIONAL THERAPEUTIC HORSEBACK RIDING ACTIVITIES FOR INDIVIDUALS WHO ARE MENTALLY OR PHYSICALLY CHALLENGED.

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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 (2025)

Revenue Breakdown

Contributions & Grants $111,948

Program Service Revenue $9,460

Investment Income $2,301

Other Revenue $6,598

TOTAL REVENUE $130,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,553

Other Expenses $104,521

TOTAL EXPENSES $104,521

Year-over-Year Comparison

	2025	2024	Change
Revenue	$130,307	$130,847	0.0%
Expenses	$104,521	$105,647	0.0%
Net Income	$25,786	$25,200	+0.0%

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
JIM JUAREZ	MEMBER	10.00	Director	$0	$0	$0
LUCILLE WHITE	MEMBER	10.00	Director	$0	$0	$0
LINDA ROSAS	MEMBER	10.00	Director	$0	$0	$0
BARB YOUNG	MEMBER	10.00	Director	$0	$0	$0
JEFF PERZ	TREASURER	10.00	Officer	$0	$0	$0
KEN MERTENS	PRESIDENT	10.00	Officer	$0	$0	$0
SANDI DEVRIES	VICE PRESIDENT	10.00	Officer	$0	$0	$0
MIRIAM HILL	SECRETARY	10.00	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
2025	$130,307	$104,521	$617,543	$25,786
2024	$130,847	$105,647	$601,401	$25,200
2023	$109,910	$94,804	$586,058	$15,106
2022	$110,224	$59,977	$579,412	$50,247
2021	$243,968	$97,659	$537,863	$146,309
2020	$60,335	$61,580	$399,701	$-1,245
2019	$72,153	$74,433	$378,485	$-2,280

EXCEPTIONAL EQUESTRIANS UNLIMITED INC