HALTER (HEALING AND LEARNING THROU… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

NANCY PASCHALL

Tax Period

2023-07-01 to 2024-06-30

HALTER (HEALING AND LEARNING THROUGH EQUINE RELATIONSHIPS), founded in 1987, is a small nonprofit that reported $426K in total revenue in fiscal year 2023.

Mission

HALTER IMPROVES THE LIVES OF CHILDREN WITH CHALLENGES THROUGH EQUINE ASSISTED SERVICES, EDUCATION AND RESEARCH. SERVICES INCLUDE: THERAPEUTIC RIDING, EQUINE ASSISTED LEARNING/COACHING AND SPACE-USE CONTRACT SERVICES FOR PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY. EQUINE ASSISTED ACTIVITES TEACH CHILDREN HOW TO BUILD HEALTHY RELATIONSHIPS, SELF-REGULATE THEIR EMOTIONS,OTHER SOCIAL, EMOTIONAL SKILLS AND BEHAVIORS AND LEARN OTHER SKILLS THAT TRANSFER FROM HORSES INTO THE HOME, SCHOOL, AND COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $342,023 Revenue: $109,579

HALTER IMPROVES THE LIVES OF CHILDREN WITH CHALLENGES THROUGH EQUINE ASSISTED SERVICES, EDUCATION AND RESEARCH. SERVICES INCLUDE: THERAPEUTIC RIDING, EQUINE ASSISTED LEARNING/COACHING AND SPACE-USE CONTRACT SERVICES FOR PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY. EQUINE ASSISTED ACTIVITES TEACH CHILDREN HOW TO BUILD HEALTHY RELATIONSHIPS, SELF-REGULATE THEIR EMOTIONS, OTHER SOCIAL, EMOTIONAL SKILLS AND BEHAVIORS AND LEARN OTHER SKILLS THAT TRANSFER FROM HORSES INTO THE HOME, SCHOOL, AND COMMUNITY.

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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 $290,752

Program Service Revenue $109,579

Investment Income $5,674

Other Revenue $19,922

TOTAL REVENUE $425,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $222,845

Fundraising Expenses $44,084

Program Expenses $342,023

Other Expenses $201,673

TOTAL EXPENSES $424,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$425,927	$416,702	+0.0%
Expenses	$424,518	$499,884	-0.2%
Net Income	$1,409	$-83,182	-1.0%

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

N/A

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

$87,795

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY PASCHALL	EXECUTIVE DI	40.00	Officer	$87,795	$0	$87,795
KARA DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY GILES	SECRETARY	1.00	Director	$0	$0	$0
WADE L JOHNSON MD	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN PORTER	TREASURER	1.00	Director	$0	$0	$0
TRACIE RODAK	VICE-CHAIR	1.00	Director	$0	$0	$0
MOLLY SHERARD	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENDA SHIELDS	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSE WHITE	CHAIR	1.00	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	$425,927	$424,518	$560,268	$1,409
2023	$416,702	$499,884	$629,652	$-83,182
2022	$374,291	$404,381	$684,466	$-30,090
2021	$380,225	$339,822	$688,080	$40,403
2019	$286,322	$265,604	$550,228	$20,718
2018	$262,606	$288,865	$527,837	$-26,259

HALTER (HEALING AND LEARNING THROUGH EQUINE RELATIONSHIPS)