THE EQUUS EFFECT INC (EIN 452632601) - 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

2012

Legal Domicile

Principal Officer

JANE STRONG

Phone

2038039507

Tax Period

2024-01-01 to 2024-12-31

THE EQUUS EFFECT INC, founded in 2012, is a small nonprofit in the Mental Health sector that reported $393K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $347K left a modest 12% surplus.

Mission

TO HELP VETERANS AND OTHERS IN TRANSITION REBUILD HEALTHY RELATIONSHIPS AT HOME, WORK AND SCHOOL THROUGH MEANINGFUL ENGAGEMENT WITH HORSES.

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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 $337,957

Program Service Revenue $72,479

Investment Income $4,790

Other Revenue $-22,003

TOTAL REVENUE $393,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,033

Fundraising Expenses $46,010

Program Expenses $249,675

Other Expenses $307,347

TOTAL EXPENSES $347,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$393,223	$323,689	+0.2%
Expenses	$347,380	$322,926	+0.1%
Net Income	$45,843	$763	+59.1%

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

$31,665

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR F TOWNE ALLEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
OSCAR MARTINEZ	TREASURER	2.00	Officer Director	$0	$0	$0
S MEGHAN FLANAGAN	BOARD MEMBER	2.00	Director	$0	$0	$0
MIMI ESTES	SECRETARY	2.00	Officer Director	$0	$0	$0
AIDA MYSAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDRUS NICHOLS	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN F FILAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JANE STRONG	EXECUTIVE DIRECTOR/BOARD M	30.00	Officer	$31,665	$0	$31,665

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	$393,223	$347,380	$978,350	$45,843
2023	$323,689	$322,926	$942,348	$763
2022	$339,713	$308,508	$976,689	$31,205
2021	$388,662	$199,883	$929,480	$188,779
2020	$347,758	$188,016	$745,750	$159,742
2019	$242,583	$222,300	$221,565	$20,283
2018	$268,616	$199,287	$194,396	$69,329

THE EQUUS EFFECT INC