THE HORSE SHELTER (EIN 522214286) - 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

2000

Legal Domicile

Principal Officer

JENNIFER RIOS

Phone

5054716179

Tax Period

2023-01-01 to 2023-12-31

THE HORSE SHELTER, founded in 2000, is a mid-sized nonprofit in the Animal-Related sector that reported $19.7M in total revenue in fiscal year 2023. Revenue surged 1093% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18.8M, a strong 95% operating margin.

Mission

RESCUE AND REHABILITATE ABUSED, ABANDONED, AND NEGLECTED HORSES THROUGHOUT NEW MEXICO.

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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 $19,677,241

Program Service Revenue $50,925

Investment Income $189,112

Other Revenue $-206,984

TOTAL REVENUE $19,710,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $329,360

Fundraising Expenses $108,979

Program Expenses $721,695

Other Expenses $586,940

TOTAL EXPENSES $916,300

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,710,294	$1,651,695	+10.9%
Expenses	$916,300	$649,877	+0.4%
Net Income	$18,793,994	$1,001,818	+17.8%

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

Employees

Volunteers

112

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

$93,164

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN M HEMMERLE	EXECUTIVE DI	40.00	Officer	$90,091	$3,073	$93,164
BERKLEY CHESEN	DIRECTOR	4.00	Director	$0	$0	$0
JENNIFER RIOS	PRESIDENT	10.00	Officer Director	$0	$0	$0
RICHARD HURDLE	VICE PRESIDE	15.00	Officer Director	$0	$0	$0
TARA EARLEY	SECRETARY	1.50	Officer Director	$0	$0	$0
A J O'BRIEN	TREASURER	10.00	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	$19,710,294	$916,300	$22,331,975	$18,793,994
2022	$1,651,695	$649,877	$3,099,796	$1,001,818
2021	$1,234,496	$546,873	$2,112,968	$687,623
2020	$800,853	$576,925	$1,406,888	$223,928
2019	$969,701	$662,206	$1,051,752	$307,495
2018	$497,178	$452,569	$744,258	$44,609

THE HORSE SHELTER