ONE HEART EQUESTRIAN THERAPY INC

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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

2001

Legal Domicile

Principal Officer

KELLY LAGER

Phone

5154605488

Tax Period

2024-03-01 to 2025-02-28

ONE HEART EQUESTRIAN THERAPY INC, founded in 2001, is a small nonprofit in the Health Care sector that reported $125K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $55K, a strong 44% operating margin.

Mission

TO MAKE AVAILABLE EQUINE-ORIENTED ACTIVITIES IN A COMPASSIONATE, SAFE AND PROFESSIONAL MANNER TO ACHIEVE THERAPEUTIC AND EDUCATIONAL GOALS AND ENHANCE THE QUALITY OF LIFE FOR PEOPLE WITH PHYSICAL, MENTAL AND PSYCHOLOGICAL IMPAIRMENTS.

Program Service Accomplishments

Program 1

Expenses: $60,477

EQUINE ASSISTED THERAPY CLASSES FOR INDIVIDUALS DEMONSTRATING PHYSICAL, COGNITIVE, MENTAL OR EMOTIONAL LIMITATIONS AND SPECIAL NEEDS.

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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 $81,175

Program Service Revenue $23,157

Investment Income $9,432

Other Revenue $10,917

TOTAL REVENUE $124,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,477

Other Expenses $69,751

TOTAL EXPENSES $69,751

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,681	$110,050	+0.1%
Expenses	$69,751	$72,523	0.0%
Net Income	$54,930	$37,527	+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

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
CLAIRE ANDREASEN	Director	2.00	Director	$0	$0	$0
CAROLYN COTRONA	Director	2.00	Director	$0	$0	$0
LISA STEPHANY	Secretary	2.00	Officer Director	$0	$0	$0
TOM JORDAN	Director	2.00	Director	$0	$0	$0
LISA STEPHANY	Director	2.00	Director	$0	$0	$0
PAT MCMILLEN	Director	5.00	Director	$0	$0	$0
TRACEY STEWART	Chairman	2.00	Director	$0	$0	$0
JERRY ZAMZOW	Vice President	2.00	Officer Director	$0	$0	$0
KEVIN TROM	Director	2.00	Director	$0	$0	$0
PAT MCMILLEN	Treasurer	2.00	Director	$0	$0	$0
KELLY LAGER	Executive Dir.	2.00	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
2025	$124,681	$69,751	$962,185	$54,930
2024	$110,050	$72,523	$905,553	$37,527
2023	$85,580	$61,935	$868,156	$23,645
2022	$61,724	$54,245	$845,152	$7,479
2021	$55,886	$50,450	$835,952	$5,436
2020	$95,853	$114,101	$829,802	$-18,248
2019	$460,209	$39,773	$848,049	$420,436