THE DRESSAGE FOUNDATION

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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

1989

Legal Domicile

Principal Officer

BETH BAUMERT

Phone

4024348585

Tax Period

2025-01-01 to 2025-12-31

THE DRESSAGE FOUNDATION, founded in 1989, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2025. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $1000K left a modest 9% surplus.

Mission

TO CULTIVATE AND PROVIDE FINANCIAL SUPPORT FOR THE ADVANCEMENT OF DRESSAGE IN THE UNITED STATES.

Program Service Accomplishments

Program 1

Expenses: $699,222

THE FOUNDATION AWARDS GRANTS ACCORDING TO NEED AS WELL AS EXCELLENCE FOR THE TRAINING AND PERFORMANCE OF THE EQUESTRIAN SPORT OF DRESSAGE.

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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 $873,461

Program Service Revenue $0

Investment Income $226,810

Other Revenue $0

TOTAL REVENUE $1,100,271

Expense Breakdown

Grants Paid $453,624

Salaries & Benefits $272,846

Fundraising Expenses $146,169

Program Expenses $699,222

Other Expenses $273,372

TOTAL EXPENSES $999,842

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,100,271	$848,248	+0.3%
Expenses	$999,842	$904,423	+0.1%
Net Income	$100,429	$-56,175	-2.8%

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

100

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

$129,074

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH BAUMERT	PRESIDENT & CEO	1.00	Officer Director	$0	$0	$0
LENDON GRAY	CHAIR	1.00	Officer Director	$0	$0	$0
FERN FELDMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DIANE SKVARLA	SECRETARY	1.00	Officer Director	$0	$0	$0
RYAN SHUMACHER	TREASURER	1.00	Officer Director	$0	$0	$0
NANCY HUTSON	VICE PRESIDENT OF DEVELOPMENT	1.00	Officer Director	$0	$0	$0
GEORGE WILLIAMS	VICE PRESIDENT OF GRANTS & PROGRAMS	1.00	Officer Director	$0	$0	$0
NICOLE DEL GIORNO	DIRECTOR	1.00	Director	$0	$0	$0
SARAH GEIKIE	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA HAFNER-FOGARTY	DIRECTOR	1.00	Director	$0	$0	$0
MARYAL BARNETT	DIRECTOR	1.00	Director	$0	$0	$0
GARDY BLOEMERS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA CADWELL	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JOHNSON	EXECUTIVE DIRECTOR	40.00	Officer	$124,294	$4,780	$129,074

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	$1,100,271	$999,842	$7,973,150	$100,429
2024	$848,248	$904,423	$7,443,735	$-56,175
2023	$1,249,269	$735,897	$6,590,538	$513,372
2022	$817,574	$615,826	$5,766,770	$201,748
2021	$539,116	$493,288	$5,871,330	$45,828
2020	$444,269	$424,076	$5,041,345	$20,193
2019	$374,703	$362,758	$4,306,462	$11,945
2018	$272,981	$378,453	$3,648,210	$-105,472