CALIFORNIA EQUINE 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

2002

Legal Domicile

Phone

8312299555

Tax Period

2025-01-01 to 2025-12-31

CALIFORNIA EQUINE FOUNDATION, founded in 2002, is a micro nonprofit in the Recreation & Sports sector that reported $57K in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $51K left a modest 11% surplus.

Mission

ORGANIZED AND OPERATED EXCLUSIVELY FOR EQUINE RELATED CHARITABLE AND EDUCATIONAL PURPOSES

Program Service Accomplishments

Program 1

Expenses: $49,814

HORSE SHOW: PURPOSE OF THIS PROGRAM IS TO INSTRUCT AND TRAIN INDIVIDUALS OF ALL AGES FOR THE PURPOSE OF IMPROVING OR DEVELOPING THEIR CAPABILITIES IN RIDING AND SHOWING HORSES AND PROMOTE THOSE...

HORSE SHOW: PURPOSE OF THIS PROGRAM IS TO INSTRUCT AND TRAIN INDIVIDUALS OF ALL AGES FOR THE PURPOSE OF IMPROVING OR DEVELOPING THEIR CAPABILITIES IN RIDING AND SHOWING HORSES AND PROMOTE THOSE ORGANIZATIONS PREVENTING CRUELTY TO ANIMALS. APPROXIMATELY 90 HORSES ARE SHOWN AND RIDDEN IN THE COURSE OF THE SHOW. THERE ARE ABOUT 100 RIDERS AND ATTENDEES AND 120 SUPPORT PEOPLE.

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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 $22,404

Program Service Revenue $34,576

Investment Income $0

Other Revenue $0

TOTAL REVENUE $56,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,814

Other Expenses $50,589

TOTAL EXPENSES $50,589

Year-over-Year Comparison

	2025	2024	Change
Revenue	$56,980	$48,954	+0.2%
Expenses	$50,589	$53,373	-0.1%
Net Income	$6,391	$-4,419	-2.4%

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

N/A

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
GEN HESS	President	1.00	Officer	$0	$0	$0
SUE VALLEY	CFO	1.00	Officer	$0	$0	$0
ROYALEE CLEVELAND	Treasurer	1.00	Officer	$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	$56,980	$50,589	$19,992	$6,391
2024	$48,954	$53,373	$13,601	$-4,419
2023	$40,665	$54,947	$18,020	$-14,282
2022	$60,733	$57,328	$32,302	$3,405
2021	$60,471	$66,208	$28,897	$-5,737
2020	$63,282	$56,496	$34,634	$6,786
2019	$68,813	$83,855	$27,848	$-15,042
2018	$63,000	$53,932	$42,890	$9,068