POLO TRAINING FOUNDATION (EIN 362605713) - 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

1966

Legal Domicile

Principal Officer

MELISSA GANZI

Phone

5616703616

Tax Period

2024-07-01 to 2025-06-30

POLO TRAINING FOUNDATION, founded in 1966, is a community nonprofit in the Recreation & Sports sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $609K, a strong 50% operating margin.

Mission

THE POLO TRAINING FOUNDATION'S PURPOSE IS TO ESTABLISH AND ADMINISTER A SERIES OF FUNDS, INCLUDING MEMORIAL, ADVISORY, INTERNATIONAL, ENDOWMENT, INTERCOLLEGIATE/ INTERSCHOLASTIC, AND OTHERS. THESE FUNDS ARE DEDICATED TO SUPPORT POLO IN COLLEGIATE OR SCHOLASTIC SPORTS CURRICULUMS, PROMOTE INTERNATIONAL GOODWILL THROUGH POLO COMPETITION, AND ABOVE ALL, ENCOURAGE DEVELOPMENT AND SPORTSMANSHIP THROUGH TEACHING YOUNG PEOPLE THE PRINCIPLES OF THE GAME OF POLO. SINCE 1967, THE POLO TRAINING FOUNDATION HAS BEEN COMMITTED TO EXCELLENCE IN THE GREAT SPORT OF POLO. THE PTF SUPPORTS POLO TRAINING AT ALL LEVELS BY PROVIDING FUNDS FOR THE DEVELOPMENT OF CURRENT AND FUTURE GENERATIONS OF PLAYERS AND UMPIRES. THROUGH ITS ACTIVITIES, THE PTF SEEKS TO ENCOURAGE THE HIGHEST STANDARDS OF SPORTSMANSHIP AND TO PROMOTE INTERNATIONAL GOOD WILL THROUGH POLO COMPETITION.

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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 $435,368

Program Service Revenue $25,753

Investment Income $724,220

Other Revenue $25,710

TOTAL REVENUE $1,211,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $173,122

Fundraising Expenses $58,057

Program Expenses $414,605

Other Expenses $429,147

TOTAL EXPENSES $602,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,211,051	$665,258	+0.8%
Expenses	$602,269	$569,433	+0.1%
Net Income	$608,782	$95,825	+5.4%

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

$124,740

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY L COPPOLA	PRESIDENT	5.00	Officer Director	$0	$0	$0
MELISSA P GANZI	CHAIRMAN	5.00	Officer Director	$0	$0	$0
JOSEPH W KOZLIK	TREASURER	1.00	Officer Director	$0	$0	$0
THOMAS A SIKES	DIRECTOR	0.50	Director	$0	$0	$0
GILLIAN JOHNSTON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LYN JASON COBB	DIRECTOR	0.50	Director	$0	$0	$0
JESSE PRUITT	DIRECTOR	0.50	Director	$0	$0	$0
CLIFFORD M SIFTON	DIRECTOR	0.50	Director	$0	$0	$0
RAYMOND NOH	DIRECTOR	0.50	Director	$0	$0	$0
LEIGHTON JORDAN	SECRETARY	1.00	Officer Director	$0	$0	$0
KENNETH R MAYER	DIRECTOR	0.50	Director	$0	$0	$0
KARL HILBERG	DIRECTOR	0.50	Director	$0	$0	$0
BILL KIRTON	DIRECTOR	0.50	Director	$0	$0	$0
VIRGINIA ORTHWEIN	DIRECTOR	0.50	Director	$0	$0	$0
PATRICIA YUNGHANNS	DIRECTOR	0.50	Director	$0	$0	$0
OLEXA CELINE	DIRECTOR	0.50	Director	$0	$0	$0
REBECCA SCHMEITS	DIRECTOR	0.50	Director	$0	$0	$0
DAYNA STUECK	DIRECTOR	0.50	Director	$0	$0	$0
JAMES DEANGELIS	DIRECTOR	0.50	Director	$0	$0	$0
BONNIE MAGILL	DIRECTOR	0.50	Director	$0	$0	$0
NIC ROLDAN	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER MCLEAVY	EXECUTIVE DIR	40.00	Officer	$121,500	$3,240	$124,740

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	$1,211,051	$602,269	$8,715,813	$608,782
2024	$665,258	$569,433	$7,621,823	$95,825
2023	$695,751	$387,103	$6,391,478	$308,648
2022	$1,223,136	$475,599	$5,812,031	$747,537
2021	$1,141,583	$488,194	$6,153,259	$653,389
2020	$512,281	$513,164	$4,731,536	$-883
2019	$523,005	$522,807	$4,242,856	$198

POLO TRAINING FOUNDATION