WATERLOO HUNT INC (EIN 381523505) - 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

1943

Legal Domicile

Principal Officer

LAURA ZANG

Phone

5175815111

Tax Period

2024-01-01 to 2024-12-31

WATERLOO HUNT INC, founded in 1943, is a small nonprofit that reported $309K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $280K left a modest 9% surplus.

Mission

PROMOTION AND CONDUCTION OF FOX HUNTING AND SOCIAL ACTIVITIES INCIDENTAL THERETO

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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 $0

Program Service Revenue $136,261

Investment Income $15,782

Other Revenue $156,748

TOTAL REVENUE $308,791

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $280,449

Other Expenses $280,449

TOTAL EXPENSES $280,449

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,791	$407,495	-0.2%
Expenses	$280,449	$348,740	-0.2%
Net Income	$28,342	$58,755	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLYN BURTKA	DIRECTOR	1.00	Director	$0	$0	$0
PATTI HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
MATT LAUX	VP	2.00	Officer Director	$0	$0	$0
SHANNON LESTER-PELHAM	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT MERCHANT	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER NALLEY	DIRECTOR	1.00	Director	$0	$0	$0
SALLIE REEVE	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE SADLER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF STOMMEN	TREASURER	10.00	Officer Director	$0	$0	$0
SALLY STOMMEN	DIRECTOR	5.00	Director	$0	$0	$0
ARLENE TAYLOR	SECRETARY	5.00	Officer Director	$0	$0	$0
LAURA ZANG	PRESIDENT	1.00	Officer Director	$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
2024	$308,791	$280,449	$1,406,500	$28,342
2023	$407,495	$348,740	$1,352,500	$58,755
2022	$363,936	$287,095	$1,140,400	$76,841
2021	$313,857	$262,247	$1,003,300	$51,610
2020	$162,573	$170,792	$947,500	$-8,219

WATERLOO HUNT INC