MONTPELIER STEEPLECHASE & EQUESTRIAN FOUNDATION INC (EIN 541517991) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

DAVID PERDUE

Phone

5406720027

Tax Period

2024-07-01 to 2025-06-30

MONTPELIER STEEPLECHASE & EQUESTRIAN FOUNDATION INC, founded in 1988, is a small nonprofit that reported $588K in total revenue in fiscal year 2017.

Mission

TO CONTINUE THE EQUESTRIAN TRADITION OF STEEPLECHASE RACING AT JAMES MADISON'S MONTPELIER

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $448,328

Program Service Revenue $469,966

Investment Income $40,416

Other Revenue $2,678

TOTAL REVENUE $961,388

Expense Breakdown

Grants Paid $72,250

Salaries & Benefits $0

Fundraising Expenses $15,069

Program Expenses $906,336

Other Expenses $928,061

TOTAL EXPENSES $1,000,311

Year-over-Year Comparison

	2024	2023	Change
Revenue	$961,388	$957,378	+0.0%
Expenses	$1,000,311	$857,311	+0.2%
Net Income	$-38,923	$100,067	-1.4%

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

100

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
DAVID PERDUE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVID E GIBSON	TREASURER	1.00	Officer Director	$0	$0	$0
SANDY STUART	DIRECTOR	1.00	Director	$0	$0	$0
KRISTA COSTELLO	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA KRAMER DVM	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDER RIVES	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES H SEILHEIMER JR	DIRECTOR	1.00	Director	$0	$0	$0
MURDOCH MATHESON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SCALISE	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA H STRAWTHER	EXECUTIVE DIRECTOR	35.00	Officer	$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	$961,388	$1,000,311	$1,572,573	$-38,923
2024	$957,378	$857,311	$1,518,857	$100,067
2023	$821,425	$820,645	$1,208,220	$780
2022	$757,160	$642,337	$1,089,597	$114,823
2021	$65,592	$111,115	$1,175,572	$-45,523
2020	$605,289	$580,890	$959,571	$24,399
2019	$591,142	$638,673	$987,783	$-47,531
2018	$587,501	$585,846	$1,008,988	$1,655

MONTPELIER STEEPLECHASE & EQUESTRIAN FOUNDATION INC