SARATOGA WARHORSE FOUNDATION INC (EIN 462934258) - 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

2013

Legal Domicile

Principal Officer

ALLISON CHERKOSLY PH D

Phone

5188868131

Tax Period

2023-01-01 to 2023-12-31

SARATOGA WARHORSE FOUNDATION INC, founded in 2013, is a small nonprofit in the Public & Societal Benefit sector that reported $440K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $550K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO IMPROVE THE PHYSICAL, MENTAL, AND EMOTIONAL HEALTH OF VETERANS AND SERVICE MEMBERS WITH POST-TRAUMATIC STRESS BY PROVIDING A HEALING, EQUINE- ASSISTED EXPERIENCE UTILIZING OFF-THE-TRACK THOROUGHBREDS.

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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 $335,107

Program Service Revenue $0

Investment Income $17,372

Other Revenue $87,330

TOTAL REVENUE $439,809

Expense Breakdown

Grants Paid $0

Salaries & Benefits $240,966

Fundraising Expenses $64,524

Program Expenses $426,198

Other Expenses $309,143

TOTAL EXPENSES $550,109

Year-over-Year Comparison

	2023	2022	Change
Revenue	$439,809	$699,224	-0.4%
Expenses	$550,109	$652,475	-0.2%
Net Income	$-110,300	$46,749	-3.4%

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

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

$155,357

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON CHERKOSLY PH D	EXECUTIVE DI	40.00	Director	$155,357	$0	$155,357
R MATT DAVIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
PAMELA FALL	TREASURER	1.00	Officer Director	$0	$0	$0
TINA MOTT	SECRETARY	1.00	Officer Director	$0	$0	$0
JOI GARNER	DIRECTOR	1.00	Director	$0	$0	$0
JOEL STEPHENS	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
2023	$439,809	$550,109	$900,684	$-110,300
2022	$699,224	$652,475	$943,098	$46,749
2021	$668,589	$555,832	$982,169	$112,757
2020	$749,210	$572,654	$867,740	$176,556
2019	$696,943	$673,870	$696,841	$23,073
2018	$719,083	$684,777	$670,641	$34,306

SARATOGA WARHORSE FOUNDATION INC