ARISE EQUINE THERAPY 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

2015

Legal Domicile

Principal Officer

FRANCES M NATOLI

Phone

3147994294

Tax Period

2024-01-01 to 2024-12-31

ARISE EQUINE THERAPY FOUNDATION, founded in 2015, is a small nonprofit in the Mental Health sector that reported $154K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $147K left a modest 5% surplus.

Mission

RISING ABOVE LIFE CHALLENGES THROUGH EXPERIMENTAL EQUINE ASSISTED THERAPY ACTIVITIES THAT FACILIATE LEARNING AND ENHANCE THE QUALIFY OF LIFE. PROVIDING HEALING, RESTORATION, & REVIEWING OF HOPE FOR LASTING SOLUTIONS TO MENTAL HEALTH WELLNESS.

Program Service Accomplishments

Program 1

Expenses: $55,624 Revenue: $38,394

SERVING INDIVIDUALS THROUGH FACILITATING EQUINE ASSISTED PSYCHOTHERAPY SESSIONS. DURING THE SESSIONS, THE EAGALA MODALITY OF THERAPY METHOD IS APPLIED TO ADDRESS DIAGNOSIS ESTABLISHED DURING THE...

SERVING INDIVIDUALS THROUGH FACILITATING EQUINE ASSISTED PSYCHOTHERAPY SESSIONS. DURING THE SESSIONS, THE EAGALA MODALITY OF THERAPY METHOD IS APPLIED TO ADDRESS DIAGNOSIS ESTABLISHED DURING THE INTAKE EVALUATION. THE TREATMENT TEAM CONSISTING OF THE MENTAL HEALTH PROFESSIONAL AND THE CERTIFIED EQUINE SPECIALIST IN COLLABORATION, INCORPORATE EXPERIMENTAL ACTIVITIES UTILIZING HORSES TO ENGAGE CLIENTS TO REACH TREATMENT GOALS.

Program 2

Expenses: $30,018

PROVIDING THERAPEUTIC RIDING AND HOSEMANSHIP LESSONS.

Program 3

Expenses: $4,232

PROVIDING PUBLIC EDUCATIONAL APPEARANCES.

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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 $102,625

Program Service Revenue $38,872

Investment Income $0

Other Revenue $12,046

TOTAL REVENUE $153,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,874

Other Expenses $146,564

TOTAL EXPENSES $146,564

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,543	$176,054	-0.1%
Expenses	$146,564	$148,975	0.0%
Net Income	$6,979	$27,079	-0.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK FIONE	SECRETARY	N/A	Director	$0	$0	$0
JIM LEMKULH	PRESIDENT	N/A	Director	$0	$0	$0
JENNIFER MATSON	TREASURER	N/A	Director	$0	$0	$0
FRANCES M NATOLI	DIRECTOR	N/A	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	$153,543	$146,564	$83,922	$6,979
2023	$176,054	$148,975	$76,943	$27,079
2022	$131,251	$135,890	$49,864	$-4,639
2021	$132,965	$134,253	$54,503	$-1,288
2020	$83,765	$66,827	$55,791	$16,938
2019	$70,730	$59,347	$38,853	$11,383
2018	$34,674	$15,380	$27,470	$19,294