UNITED STATES EQUESTRIAN FEDERATION INC (EIN 562350714) - 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

2003

Legal Domicile

Principal Officer

WILLIAM J MORONEY

Phone

8592582472

Tax Period

2023-12-01 to 2024-11-30

UNITED STATES EQUESTRIAN FEDERATION INC, founded in 2003, is a mid-sized nonprofit in the Recreation & Sports sector that reported $36.6M in total revenue in fiscal year 2023.

Mission

THE FEDERATION PROVIDES LEADERSHIP FOR EQUESTRIAN SPORT IN THE UNITED STATES BY PROMOTING THE PURSUIT OF EXCELLENCE BASED ON A FOUNDATION OF FAIR, SAFE COMPETITION AND THE WELFARE OF ITS HUMAN AND EQUINE ATHLETES.

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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 $7,451,434

Program Service Revenue $25,163,951

Investment Income $692,958

Other Revenue $3,334,755

TOTAL REVENUE $36,643,098

Expense Breakdown

Grants Paid $2,288,514

Salaries & Benefits $13,177,809

Fundraising Expenses $0

Program Expenses $28,436,106

Other Expenses $22,708,955

TOTAL EXPENSES $38,175,278

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,643,098	$35,744,270	+0.0%
Expenses	$38,175,278	$35,713,882	+0.1%
Net Income	$-1,532,180	$30,388	-51.4%

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

174

Volunteers

500

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

$842,748

Total Directors

$150,000

Key Employees

$622,761

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM O'MARA	PRESIDENT	40.00	Officer Director	$150,000	$0	$150,000
JUDY WERNER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JUDY SLOAN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JON KREITZ	DIRECTOR	1.00	Director	$0	$0	$0
DIANE PITTS	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP RICHTER	DIRECTOR	1.00	Director	$0	$0	$0
LISA GORRETTA	DIRECTOR	1.00	Director	$0	$0	$0
BEEZIE MADDEN	DIRECTOR	1.00	Director	$0	$0	$0
MAX AMAYA	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MOORE	DIRECTOR	1.00	Director	$0	$0	$0
LING FU WYLIE	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
WILL FAUDREE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS BRENNAN	DIRECTOR	1.00	Director	$0	$0	$0
JACOB ARNOLD	DIRECTOR	1.00	Director	$0	$0	$0
BRITT MCCORMICK	DIRECTOR	1.00	Director	$0	$0	$0
ELEANOR BRIMMER	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON BROCK	DIRECTOR	1.00	Director	$0	$0	$0
JOE MATTINGLEY	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN NICHOLSON	DIRECTOR	1.00	Director	$0	$0	$0
CHESTER WEBER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM MORONEY	CEO	40.00	Officer	$467,290	$16,483	$483,773
MICHAEL DELAHANTY	CFO	40.00	Officer	$188,837	$20,138	$208,975
SONJA KEATING	COO & GENERAL COUNSEL	40.00	Key Emp	$337,687	$21,106	$358,793
DAVID O'CONNOR	CHIEF OF SPORT	40.00	Key Emp	$250,000	$13,968	$263,968
VICTORIA LOWELL	CHIEF MARKETING & CONTENT	40.00	Highest	$389,510	$21,646	$411,156
TERRI DOLAN	DIRECTOR, NAT. BREEDS & NO	40.00	Highest	$169,502	$7,750	$177,252
STEPHEN SCHUMACHER	CHIEF VETERINARY OFFICER	40.00	Highest	$217,199	$25,849	$243,048
KELLY BOLTON	CHIEF HUMAN RESOURCES OFFI	40.00	Highest	$172,643	$2,689	$175,332
HALLYE GRIFFIN	DIRECTOR OF FEI/HIGH PERFORMANCE SPORT	40.00	Highest	$186,831	$24,869	$211,700

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	$36,643,098	$38,175,278	$38,119,508	$-1,532,180
2023	$35,744,270	$35,713,882	$38,343,465	$30,388
2022	$34,579,282	$34,034,684	$37,043,005	$544,598
2021	$34,125,705	$27,498,854	$38,278,605	$6,626,851
2020	$25,777,164	$23,433,036	$34,372,217	$2,344,128
2019	$32,660,979	$32,791,640	$29,773,849	$-130,661
2018	$33,018,650	$32,816,416	$22,773,165	$202,234

UNITED STATES EQUESTRIAN FEDERATION INC