STANDARDBRED RETIREMENT FOUNDATION INC (EIN 520325043) - 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

1991

Legal Domicile

Principal Officer

JUDITH BOKMAN

Phone

6097383255

Tax Period

2023-01-01 to 2023-12-31

STANDARDBRED RETIREMENT FOUNDATION INC, founded in 1991, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES PROVIDE HUMANE CARE SERVICES FOR HORSES IN NEED OF LIFETIME HOMES, AND IN CRISIS, THROUGH REHABILITATION, TRAINING, ADOPTION, LIFELONG FOLLOW-UP, OR LIFETIME SANCTUARY; AND OFFERS THERAPEUTIC EQUINE OPPORTUNITIES FOR CHILDREN, AND ADULTS.

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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 $1,790,262

Program Service Revenue $0

Investment Income $253,662

Other Revenue $351,772

TOTAL REVENUE $2,395,696

Expense Breakdown

Grants Paid $0

Salaries & Benefits $233,744

Fundraising Expenses $100,514

Program Expenses $2,368,421

Other Expenses $2,334,404

TOTAL EXPENSES $2,568,148

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,395,696	$1,639,459	+0.5%
Expenses	$2,568,148	$2,626,164	0.0%
Net Income	$-172,452	$-986,705	-0.8%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER GERRY	PRESIDENT	N/A	Officer Director	$0	$0	$0
JUDITH BOKMAN	SECRETARY/TR	40.00	Officer Director	$0	$0	$0
STEPHEN BOKMAN	TRUSTEE	N/A		$0	$0	$0
ELIZABETH BERENSEN	TRUSTEE	N/A		$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	$2,395,696	$2,568,148	$912,830	$-172,452
2022	$1,639,459	$2,626,164	$991,353	$-986,705
2021	$2,207,538	$2,242,238	$1,981,590	$-34,700
2020	$3,483,661	$1,909,228	$2,031,734	$1,574,433
2019	$1,618,281	$1,741,949	$517,292	$-123,668
2018	$1,998,764	$2,892,967	$529,765	$-894,203

STANDARDBRED RETIREMENT FOUNDATION INC