MONTGOMERY AREA NON-TRADITIONAL EQ… - 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

1994

Legal Domicile

Principal Officer

HEATHER KING

Phone

3342130909

Tax Period

2023-10-01 to 2024-09-30

MONTGOMERY AREA NON-TRADITIONAL EQUESTRI, founded in 1994, is a small nonprofit in the Health Care sector that reported $280K in total revenue in fiscal year 2023. Expenses of $318K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE THERAPEUTIC HORSEBACK RIDING OPPORTUNITIES FOR CHILDREN AND ADULTS WITH EMOTIONAL, PHYSICAL, COGNITIVE, AND DEVELOPMENTAL DISABILITIES, AS WELL AS AT-RISK YOUTH.

Program Service Accomplishments

Program 1

Expenses: $292,139

THE ORGANIZATION PROVIDED 378 LESSONS USING VOLUNTEERS WHO DONATED OVER 3,500 HOURS OF SERVICE TO CHILDREN AND ADULTS WITH EMOTIONAL, PHYSICAL, COGNITIVE AND DEVELOPMENTAL DISABILITIES, AS WELL AS...

THE ORGANIZATION PROVIDED 378 LESSONS USING VOLUNTEERS WHO DONATED OVER 3,500 HOURS OF SERVICE TO CHILDREN AND ADULTS WITH EMOTIONAL, PHYSICAL, COGNITIVE AND DEVELOPMENTAL DISABILITIES, AS WELL AS AT-RISK YOUTH.

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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 $247,302

Program Service Revenue $30,460

Investment Income $7,551

Other Revenue $-5,650

TOTAL REVENUE $279,663

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,826

Fundraising Expenses $8,726

Program Expenses $292,139

Other Expenses $159,266

TOTAL EXPENSES $318,092

Year-over-Year Comparison

	2023	2022	Change
Revenue	$279,663	$276,934	+0.0%
Expenses	$318,092	$337,860	-0.1%
Net Income	$-38,429	$-60,926	-0.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY WILSON	PRESIDENT	0.00	Officer Director	$0	$0	$0
HEATHER KING	SECRETARY TREASURER	1.00	Officer Director	$0	$0	$0
JIM EDWARDS	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
CHIEF MIKE WARD	DIRECTOR	0.00	Director	$0	$0	$0
MICHELLE PARKINSON	DIRECTOR	0.00	Director	$0	$0	$0
CHERI JORDAN	DIRECTOR	0.00	Director	$0	$0	$0
KATHARINE HARRIS	DIRECTOR	0.00	Director	$0	$0	$0
JENNIFER G BROWN	DIRECTOR	0.00	Director	$0	$0	$0
LELA SNEAD	DIRECTOR	0.00	Director	$0	$0	$0
STEPHANIE MADDOX	DIRECTOR	0.00	Director	$0	$0	$0
PARIS WIXON	DIRECTOR	0.00	Director	$0	$0	$0
KATHY AZAR MILLER	DIRECTOR	0.00	Director	$0	$0	$0
DRAPER STANFORD	DIRECTOR	0.00	Director	$0	$0	$0
ALYSON CAUTHEN	DIRECTOR	0.00	Director	$0	$0	$0
DERRICK CUNNINGHAM	DIRECTOR	0.00	Director	$0	$0	$0
CHRISTINA HUDSON	DIRECTOR	0.00	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	$279,663	$318,092	$1,803,223	$-38,429
2023	$276,934	$337,860	$1,797,601	$-60,926
2022	$446,842	$320,164	$1,879,539	$126,678
2021	$155,702	$287,368	$1,778,455	$-131,666
2020	$189,143	$284,324	$1,842,397	$-95,181
2019	$412,114	$282,431	$1,921,453	$129,683
2018	$200,726	$287,857	$1,775,473	$-87,131

MONTGOMERY AREA NON-TRADITIONAL EQUESTRI