GREAT OAK EQUINE ASSISTED PROGRAMS

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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

1996

Legal Domicile

Principal Officer

ANTHONY RICKARD

Phone

8032260056

Tax Period

2024-01-01 to 2024-12-31

GREAT OAK EQUINE ASSISTED PROGRAMS, founded in 1996, is a small nonprofit in the Human Services sector that reported $587K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $566K left a modest 4% surplus.

Mission

PROVIDE EQUINE ASSISTED ACTITIVIES THAT PROMOTE THE PHYSICAL, EMOTIONAL, AND PSYCHOLOGICAL HEALTH OF INDIVIDUALS WITH SPEACIAL NEEDS.

Program Service Accomplishments

Program 1

Expenses: $492,391 Revenue: $587,141

PROVIDED HEAVILY SUBSIDIZED THERAPUTIC RIDING LESSONS TO PEOPLE WITH DISABILITIES

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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 (2024)

Revenue Breakdown

Contributions & Grants $481,600

Program Service Revenue $105,541

Investment Income $0

Other Revenue $0

TOTAL REVENUE $587,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $254,024

Fundraising Expenses $51,095

Program Expenses $492,391

Other Expenses $312,097

TOTAL EXPENSES $566,121

Year-over-Year Comparison

	2024	2023	Change
Revenue	$587,141	$402,222	+0.5%
Expenses	$566,121	$510,628	+0.1%
Net Income	$21,020	$-108,406	-1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MILTON CAROTHERS	CHAIRMAN	5.00	Officer Director	$0	$0	$0
TONY RICKARD	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JUDY MCCONELL	SECRETARY	5.00	Officer Director	$0	$0	$0
ANDREW AQUINO	TREASURER	5.00	Officer Director	$0	$0	$0
MICHAEL SULLIVAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSIE WATERS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWNA DIETRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE TURNER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE HAWKS	BOARD MEMBER	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	$587,141	$566,121	$1,258,822	$21,020
2023	$402,222	$510,628	$1,212,032	$-108,406
2022	$330,961	$407,131	$1,326,508	$-76,170
2021	$337,211	$382,082	$1,410,287	$-44,871
2020	$303,229	$318,787	$1,464,899	$-15,558
2019	$549,772	$290,426	$1,490,091	$259,346
2018	$464,055	$237,388	$1,341,407	$226,667