EQUAMORE 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

2013

Legal Domicile

Principal Officer

LINDA DAVIS

Phone

5414825550

Tax Period

2024-01-01 to 2024-12-31

EQUAMORE FOUNDATION, founded in 2013, is a small nonprofit in the Animal-Related sector that reported $446K in total revenue in fiscal year 2024. Expenses of $406K left a modest 9% surplus.

Mission

AN ANIMAL WELFARE ORGANIZATION SUPPORTED ENTIRELY BY DONATIONS ANDDEDICATED TO HORSES WITHOUT ALTERNATIVES. THE ORGANIZATION SERVESHORSES THAT ARE ABUSED, NEGLECTED, UNWANTED, AND AGED WHO HAVE NOALTERNATIVES FOR THEIR CARE.

Program Service Accomplishments

Program 1

Expenses: $386,743 Revenue: $5,067

SANCTUARY FOR ABUSED AND NEGLECTED EQUINES: THE FOUNDATION PROVIDESRESCUE AND SANCTUARY TO ABUSED, NEGLECTED AND ABANDONED HORSES WHO HAVENO OTHER ALTERNATIVE FOR LIFE. TO HELP FUND OUR SANCTUARY...

SANCTUARY FOR ABUSED AND NEGLECTED EQUINES: THE FOUNDATION PROVIDESRESCUE AND SANCTUARY TO ABUSED, NEGLECTED AND ABANDONED HORSES WHO HAVENO OTHER ALTERNATIVE FOR LIFE. TO HELP FUND OUR SANCTUARY OPERATIONSAND THE CARE OF OUR APPROXIMATELY 60 EQUINES, WE HAVE "FRIENDS OFEQUAMORE". DONORS MAY BECOME "FRIENDS OF EQUAMORE" BY PARTICIPATING INOUR "BUY-A-BALE PROGRAM AND THROUGH OUR HORSE SPONSORSHIP PROGRAM. FOROUR BUY-A-BALE PROGRAM, DONORS PLEDGE A MONTHLY RECURRING DONATION OFAT LEAST $20 (THE AVERAGE COST OF A BALE OF HAY). ADDITIONALLY, ONE ORMORE DONOR MAY CHOOSE TO SPONSOR A PARTICULAR HORSE BY DONATING ALL ORA PORTION OF THE COST OF CARING FOR A SPECIFIC HORSE THEY SELECT. THOSEDONORS ALSO OFTEN ESTABLISH A RELATIONSHIP WITH THE HORSE THEY SPONSOR,BENEFITING BOTH THE DONOR AND THE HORSE. OUR YEAR ROUND BUY-A-BALE

Program 2

Expenses: $1,438 Revenue: $7,339

OREGON HAY BANK: THE OREGON HAY BANK PROVIDES ASSISTANCE TO RESPONSIBLEHORSE OWNERS FACING FINANCIAL CRISIS WITH HAY AND FEED ASSISTANCE, HOOFCARE AND VETERINARY SERVICES SO THEY CAN KEEP THEIR...

OREGON HAY BANK: THE OREGON HAY BANK PROVIDES ASSISTANCE TO RESPONSIBLEHORSE OWNERS FACING FINANCIAL CRISIS WITH HAY AND FEED ASSISTANCE, HOOFCARE AND VETERINARY SERVICES SO THEY CAN KEEP THEIR HORSES AT HOME. WEHAVE A HIGH SUCCESS RATE WITH THIS PROGRAM IN THAT OVER 90% OF HORSESHELPED REMAIN IN THEIR HOMES - AND DO NOT NEED TO BECOME EQUAMOREHORSES. QUALIFYING ORGANIZATIONS MAY ALSO REQUEST ASSISTANCE WITHUP-FRONT COSTS OF RESCUING UNWANTED HORSES AND ASSISTANCE DURING TIMESOF CRISIS SUCH AS NATURAL DISASTERS.

Program 3

EDUCATION: WE ARE DETERMINED TO EDUCATE THE PUBLIC NOT ONLY ABOUT OURSANCTUARY AND OUR HORSES, BUT ABOUT THE SIGNIFICANT PROBLEM OF UNWANTEDHORSES AND HORSE ABUSE AND NEGLECT NATIONALLY. WE INCLUDE THISINFORMATION IN NEWSLETTERS, EVENTS, PRESENTATIONS, SANCTUARY TOURS, ANDOUR WEB SITE. OUR LONG TERM GOAL IS TO HAVE OUR RESCUE AND SANCTUARYWORK BECOME UNNECESSARY.

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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 $433,216

Program Service Revenue $7,339

Investment Income $1,307

Other Revenue $4,544

TOTAL REVENUE $446,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $220,318

Fundraising Expenses $0

Program Expenses $388,181

Other Expenses $185,753

TOTAL EXPENSES $406,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$446,406	$424,360	+0.1%
Expenses	$406,071	$424,767	0.0%
Net Income	$40,335	$-407	-100.1%

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

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

$35,568

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA DAVIS	EXECUTIVE DIRECTOR	50.00	Director	$35,568	$0	$35,568
PETER MCCARVILLE	PRESIDENT	3.00	Officer Director	$0	$0	$0
COLLEN DUMONT	DIRECTOR/TREASURER	3.00	Officer Director	$0	$0	$0
DR JULIE BENIER DVM	DIRECTOR	3.00	Director	$0	$0	$0
DOUG DIPASQUALE	DIRECTOR	3.00	Director	$0	$0	$0
JAN STOVER	DIRECTOR/VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
BRENDA SAVIN	DIRECTOR/SECRETARY	3.00	Officer 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	No data	No data	No data	No data
2024	$446,406	$406,071	$1,143,891	$40,335
2023	$424,360	$424,767	$1,138,626	$-407
2022	$423,607	$382,916	$1,132,868	$40,691
2021	$367,911	$376,030	$1,126,555	$-8,119
2020	$417,520	$343,744	$1,168,720	$73,776
2019	$369,570	$323,094	$1,118,746	$46,476