SAVING GRACIE EQUINE HEALING FOUNDATION INC (EIN 471776692) - 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

2014

Legal Domicile

Principal Officer

BARBARA PHILLIPS

Phone

4356551707

Tax Period

2023-01-01 to 2023-12-31

SAVING GRACIE EQUINE HEALING FOUNDATION INC, founded in 2014, is a small nonprofit in the Animal-Related sector that reported $225K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 43% operating margin.

Mission

REDUCING CRUELTY TO HORSES AND PROVIDING AID TO SUFFERING 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 (2023)

Revenue Breakdown

Contributions & Grants $219,351

Program Service Revenue $5,520

Investment Income $4

Other Revenue $0

TOTAL REVENUE $224,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,712

Other Expenses $127,712

TOTAL EXPENSES $127,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,875	$149,364	+0.5%
Expenses	$127,712	$77,696	+0.6%
Net Income	$97,163	$71,668	+0.4%

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
BARBARA L PHILLIPS	DIRECTOR / PRESIDENT	5.00	Officer Director	$0	$0	$0
ALEXANDRA PHILLIPS	DIRECTOR / TREASURER	2.00	Officer Director	$0	$0	$0
SARA BRENNAN	DIRECTOR / SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTOPHER PHILLIPS	DIRECTOR / VP	2.00	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
2024	No data	No data	No data	No data
2023	$224,875	$127,712	$832,381	$97,163
2022	$149,364	$77,696	$735,218	$71,668
2021	$64,883	$93,448	$663,550	$-28,565
2020	$166,589	$217,500	$692,115	$-50,911
2019	$287,407	$386,275	$743,026	$-98,868
2018	$21,055	$514,610	$841,894	$-493,555

SAVING GRACIE EQUINE HEALING FOUNDATION INC