EXCEPTIONAL EQUESTRIANS COMPANY (EIN 391959653) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

LISA KAFKA

Phone

9203473174

Tax Period

2024-01-01 to 2024-12-31

EXCEPTIONAL EQUESTRIANS COMPANY, founded in 1999, is a community nonprofit in the Health Care sector that reported $1.0M in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $204K, a strong 20% operating margin.

Mission

TO PROVIDE EQUINE-ASSISTED THERAPIES TO INDIVIDUALS WITH SPECIAL NEEDS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $659,472

Program Service Revenue $358,980

Investment Income $11,841

Other Revenue $-13,026

TOTAL REVENUE $1,017,267

Expense Breakdown

Grants Paid $0

Salaries & Benefits $562,404

Fundraising Expenses $76,990

Program Expenses $488,350

Other Expenses $250,507

TOTAL EXPENSES $812,911

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,017,267	$1,970,607	-0.5%
Expenses	$812,911	$732,721	+0.1%
Net Income	$204,356	$1,237,886	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

110

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

$118,358

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MOBERG-WOLFF	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY LEVERSON LEFT IN 2024	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
TROY CHALTRY LEFT IN 2024	TREASURER	1.00	Officer Director	$0	$0	$0
MATT FLANAGAN	SECRETARY	1.00	Officer Director	$0	$0	$0
SANDY BARNICK LEFT IN 2024	DIRECTOR	1.00	Director	$0	$0	$0
JENNA DAIS	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER GARTZKE	DIRECTOR	1.00	Director	$0	$0	$0
ALYSSA GROMOWSKI	VICE-PRESIDENT	1.00	Director	$0	$0	$0
LAINA STUEBNER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA PINTAR	TREASURER	1.00	Officer Director	$0	$0	$0
AMY KOX	DIRECTOR	1.00	Director	$0	$0	$0
MAX RANGO	DIRECTOR	1.00	Director	$0	$0	$0
LISA KAFKA	EXECUTIVE DIRECTOR	40.00	Officer	$109,900	$8,458	$118,358

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	$1,017,267	$812,911	$2,344,776	$204,356
2023	$1,970,607	$732,721	$2,129,063	$1,237,886
2022	$687,103	$606,746	$882,476	$80,357
2021	$817,176	$530,555	$797,101	$286,621
2020	$581,194	$508,371	$511,595	$72,823
2019	$399,400	$480,875	$429,690	$-81,475
2018	$379,190	$402,066	$479,488	$-22,876

EXCEPTIONAL EQUESTRIANS COMPANY