MILLBROOK HORSE TRIALS INC (EIN 454663463) - 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

Principal Officer

LOUISE MERYMAN

Phone

5187553378

Tax Period

2023-01-01 to 2023-12-31

MILLBROOK HORSE TRIALS INC is a small nonprofit in the Recreation & Sports sector that reported $522K in total revenue in fiscal year 2023. Expenses of $453K left a modest 13% surplus.

Mission

THE ORGANIZATION WAS FORMED EXCLUSIVELY FOR THE JOINT PURPOSES OF BEING CHARITABLE AND FOSTERING NATIONAL AND INTERNATIONAL AMATEUR SPORTS COMPETITIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $522,436

Investment Income $0

Other Revenue $0

TOTAL REVENUE $522,436

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $21,000

Fundraising Expenses $1,538

Program Expenses $420,157

Other Expenses $430,390

TOTAL EXPENSES $453,390

Year-over-Year Comparison

	2023	2022	Change
Revenue	$522,436	N/A	N/A
Expenses	$453,390	N/A	N/A
Net Income	$69,046	$0	N/A

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

$21,000

Total Directors

$21,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOUISE MERYMAN	PRESIDENT,OPERATIONS	20.00	Officer Director	$15,000	$0	$15,000
SHARYN ANTICO	SECRETARY	5.00	Officer Director	$6,000	$0	$6,000
GLORIA CALLEN	PRESIDENT, DEVELOP	0.50	Officer Director	$0	$0	$0
MIMI BABCOCK	DIRECTOR	1.00	Director	$0	$0	$0
JODI DADY	DIRECTOR	3.00	Director	$0	$0	$0
OLIVIA VAN MELLE KAMP	DIRECTOR	5.00	Director	$0	$0	$0
CAROLINE MERISON	DIRECTOR	4.00	Director	$0	$0	$0
NANCY STAHL	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
2024	No data	No data	No data	No data
2023	$522,436	$453,390	$102,976	$69,046
2021	$324,980	$369,383	$17,479	$-44,403
2020	$69,424	$109,247	$61,882	$-39,823
2019	$407,220	$394,006	$101,705	$13,214
2018	$385,258	$417,612	$88,491	$-32,354

MILLBROOK HORSE TRIALS INC