HORSEMANS BENEVOLENT & PROTECTIVE ASSN (EIN 550722332) - 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

1988

Legal Domicile

Principal Officer

JAMI POOLE

Tax Period

2023-01-01 to 2023-12-31

HORSEMANS BENEVOLENT & PROTECTIVE ASSN, founded in 1988, is a small nonprofit that reported $240K in total revenue in fiscal year 2023. Expenses of $232K left a modest 3% surplus.

Mission

THE ORGANIZATIONS PURPOSE IS TO AID HORSE OWNERS AND TRAINERS FINANCIALLY AND LOGISTICALLY. MAKING SURE THAT THE OWNERS AND TRAINERS CAN GET QUALIFIED HORSES INTO RACES ETC.

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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 $0

Program Service Revenue $234,768

Investment Income $7

Other Revenue $5,335

TOTAL REVENUE $240,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $123,455

Fundraising Expenses $0

Program Expenses $232,447

Other Expenses $108,992

TOTAL EXPENSES $232,447

Year-over-Year Comparison

	2023	2022	Change
Revenue	$240,110	$243,518	0.0%
Expenses	$232,447	$219,839	+0.1%
Net Income	$7,663	$23,679	-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

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

$73,573

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANA TETRAULT	EXECUTIVE DIRECTOR	40.00	Officer	$73,573	$0	$73,573
JAY BERNARDINI	DIRECTOR	10.00	Director	$0	$0	$0
TERRY STALEY	DIRECTOR	10.00	Director	$0	$0	$0
EDDIE CLOUSTON	DIRECTOR	10.00	Director	$0	$0	$0
LOUISE POOLE	DIRECTOR	10.00	Director	$0	$0	$0
DAVID TREHARNE	DIRECTOR	10.00	Director	$0	$0	$0
BILL MCDONALD	DIRECTOR	10.00	Director	$0	$0	$0
MICHAEL STALEY	DIRECTOR	10.00	Director	$0	$0	$0
SALVATORE PERITO	DIRECTOR	10.00	Director	$0	$0	$0
JOHN W BAIRD	DIRECTOR	10.00	Director	$0	$0	$0
J MICHAEL BAIRD	1ST VICE-PRESIDENT	10.00	Officer Director	$0	$0	$0
JAMI POOLE	PRESIDENT	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	$240,110	$232,447	$112,361	$7,663
2022	$243,518	$219,839	$105,077	$23,679
2021	$186,266	$163,327	$69,775	$22,939
2020	$149,170	$142,716	$39,501	$6,454
2019	$187,065	$173,780	$44,794	$13,285
2019	$175,326	$169,690	$32,947	$5,636
2018	$148,470	$167,698	$29,435	$-19,228
2018	$150,144	$167,446	$31,555	$-17,302

HORSEMANS BENEVOLENT & PROTECTIVE ASSN