EQUUS FOUNDATION 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

2002

Legal Domicile

Principal Officer

LYNN COAKLEY

Phone

3053770777

Tax Period

2024-09-01 to 2025-08-31

EQUUS FOUNDATION INC, founded in 2002, is a small nonprofit in the Animal-Related sector that reported $962K in total revenue in fiscal year 2024.

Mission

THE MISSION IS TO PROTECT AMERICA'S HORSES AND STRENGTHEN THE HORSE-HUMAN BOND.

Program Service Accomplishments

Program 1

Expenses: $760,958

PROVIDE GRANTS TO ORGANIZATIONS THAT PROTECT AMERICA'S HORSES, SHARE THE MAGIC AND POWER OF HORSES WITH AS MANY PEOPLE AS POSSIBLE, ESPECIALLY PEOPLE WITH SPECIAL NEEDS, AND EDUCATE THE PUBLIC ON THE...

Program 2

Expenses: $41,866

INFORMATION OUTREACH AND COMMUNICATIONS TO PROMOTE VOLUNTEERISM FOR HORSE RELATED ORGANIZATIONS.

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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 $935,154

Program Service Revenue $0

Investment Income $39,182

Other Revenue $-12,801

TOTAL REVENUE $961,535

Expense Breakdown

Grants Paid $663,787

Salaries & Benefits $70,000

Fundraising Expenses $65,818

Program Expenses $852,720

Other Expenses $220,878

TOTAL EXPENSES $954,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$961,535	$942,754	+0.0%
Expenses	$954,665	$905,705	+0.1%
Net Income	$6,870	$37,049	-0.8%

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

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

$70,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN COAKLEY	PRESIDENT	40.00	Officer	$70,000	$0	$70,000
JENNY BELKNAP KEES	CHAIRMAN	3.00	Officer Director	$0	$0	$0
MARK SHEPTOFF	SECRETARY/TR	3.00	Officer Director	$0	$0	$0
CATHERINE HERMAN	VICE CHAIRMA	3.00	Officer Director	$0	$0	$0
RICHARD MITCHELL DVM	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM R HARRIS JR	DIRECTOR	1.00	Director	$0	$0	$0
TINA HINCKLEY	DIRECTOR	1.00	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	$961,535	$954,665	$1,125,424	$6,870
2025	$961,535	$954,665	$1,125,424	$6,870
2024	$942,754	$905,705	$1,000,218	$37,049
2023	$845,734	$836,197	$1,202,929	$9,537
2023	$845,734	$836,197	$1,202,929	$9,537
2022	$919,300	$743,293	$1,172,056	$176,007
2022	$919,300	$743,293	$1,172,056	$176,007
2021	$813,825	$861,072	$992,712	$-47,247
2021	$813,825	$861,072	$1,200,452	$-47,247
2021	$813,825	$861,072	$992,712	$-47,247
2020	$931,249	$724,294	$1,205,287	$206,955
2019	$1,262,457	$603,181	$1,126,638	$659,276