CLOVERLEAF EQUINE CENTER (EIN 541897241) - 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

1998

Legal Domicile

Principal Officer

KELSEY GALLAGHER

Phone

7037640269

Tax Period

2023-01-01 to 2023-12-31

NORTHERN VA THERAPEUTIC RIDING PROGRAM INC, founded in 1998, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2018. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $688K, a strong 46% operating margin.

Mission

ENRICH LIVES OF PEOPLE WITH DISABILITIES, YOUTH FROM MARGINALIZED COMMUNITIES & RECOVERING......MILITARY THROUGH HORSES

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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 (2023)

Revenue Breakdown

Contributions & Grants $784,659

Program Service Revenue $259,989

Investment Income $40,764

Other Revenue $46,167

TOTAL REVENUE $1,131,579

Expense Breakdown

Grants Paid $2,448

Salaries & Benefits $644,948

Fundraising Expenses $190,530

Program Expenses $905,984

Other Expenses $742,437

TOTAL EXPENSES $1,389,833

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,131,579	$1,379,273	-0.2%
Expenses	$1,389,833	$1,369,686	+0.0%
Net Income	$-258,254	$9,587	-27.9%

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

255

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

$80,616

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOUISE FOREMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY WILKLOW	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KELLY HARBITTER	CHAIR	2.00	Officer Director	$0	$0	$0
MITCH MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH BILLE	SECRETARY	1.00	Officer Director	$0	$0	$0
ALLA CLINE	DIRECTOR	1.00	Director	$0	$0	$0
JEAN EDELMAN	DIRECTOR	1.00	Director	$0	$0	$0
RITA NORTON	DIRECTOR	1.00	Director	$0	$0	$0
BOB BALDASSARI	TREASURER	1.00	Officer Director	$0	$0	$0
LAUREN ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH VIENS DELAWARE	DIRECTOR	1.00	Director	$0	$0	$0
JAIME OCHOA	DIRECTOR	1.00	Director	$0	$0	$0
PAUL PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
KELSEY GALLAGHER	EXECUTIVE DIRECTOR	30.00	Officer	$79,053	$1,563	$80,616

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	$1,131,579	$1,389,833	$9,052,289	$-258,254
2022	$1,379,273	$1,369,686	$9,259,204	$9,587
2021	$1,443,175	$1,044,432	$8,649,608	$398,743
2020	$1,074,824	$836,043	$7,449,852	$238,781
2019	$1,590,218	$809,393	$6,729,691	$780,825
2018	$1,502,915	$814,987	$6,040,250	$687,928

CLOVERLEAF EQUINE CENTER