HEROES ON HORSEBACK (EIN 571099345) - 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

2000

Legal Domicile

Principal Officer

ROBERT E LEE

Phone

8437575607

Tax Period

2024-07-01 to 2025-06-30

HEROES ON HORSEBACK, founded in 2000, is a small nonprofit in the Recreation & Sports sector that reported $244K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $301K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO PROVIDE THERAPEUTIC EQUINE-BASED PROGRAMS TO PERSONS WITH SPECIAL NEEDS.

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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 $146,958

Program Service Revenue $53,235

Investment Income $9,002

Other Revenue $34,757

TOTAL REVENUE $243,952

Expense Breakdown

Grants Paid $29,230

Salaries & Benefits $178,700

Fundraising Expenses $17,191

Program Expenses $245,632

Other Expenses $93,560

TOTAL EXPENSES $301,490

Year-over-Year Comparison

	2024	2023	Change
Revenue	$243,952	$324,977	-0.2%
Expenses	$301,490	$314,642	0.0%
Net Income	$-57,538	$10,335	-6.6%

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

250

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

$64,076

Total Directors

$64,076

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN NORWOOD	PRESIDENT	5.00	Officer Director	$0	$0	$0
NANCY MACKENZIE	SECRETARY-TREASURER	5.00	Officer Director	$0	$0	$0
ROBERT E LEE	EXECUTIVE DIRECTOR	40.00	Officer Director	$64,076	$0	$64,076
SOPHIE CLYMER	BOARD MEMBER	5.00	Director	$0	$0	$0
GEORGE CAPUZELLO	BOARD MEMBER	5.00	Director	$0	$0	$0
TONY O'BRIEN	BOARD MEMBER	5.00	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
2025	$243,952	$301,490	$94,740	$-57,538
2024	$324,977	$314,642	$157,600	$10,335
2022	$250,880	$265,088	$240,862	$-14,208
2021	$432,146	$248,791	$275,212	$183,355
2020	$196,153	$211,210	$91,132	$-15,057
2019	$241,834	$233,294	$83,097	$8,540
2018	$220,809	$216,456	$72,481	$4,353

HEROES ON HORSEBACK