Special Equestrians Inc (EIN 631064900) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

SPECIAL EQUESTRIANS INC, founded in 1986, is a small nonprofit in the Human Services sector that reported $282K in total revenue in fiscal year 2018. Expenses of $267K left a modest 5% surplus.

Mission

Our Vision: A community where the impossible becomes possible. Our mission: To enrich the lives of people with physical, cognitive or emotional challenges through a relationship with a horse.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $140,934

Program Service Revenue $30,691

Investment Income $2,946

Other Revenue $101,222

TOTAL REVENUE $275,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,681

Fundraising Expenses $11,405

Program Expenses $240,287

Other Expenses $129,744

TOTAL EXPENSES $281,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,793	$339,911	-0.2%
Expenses	$281,425	$301,427	-0.1%
Net Income	$-5,632	$38,484	-1.1%

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

150

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
Thomas A Novack	General Member	1.00	Director	$0	$0	$0
Martha K Griffith	General Member	1.00	Director	$0	$0	$0
Brooke Jordan	General Member	1.00	Director	$0	$0	$0
Edward Zwilling	General Member	0.00	Director	$0	$0	$0
Peggy Sedlacek	General Member	1.00	Director	$0	$0	$0
J Thomas Houston	General Member	1.00	Director	$0	$0	$0
Natalie Nixon	Secretary	1.00	Officer Director	$0	$0	$0
Patricia S York	Vice President	2.00	Officer Director	$0	$0	$0
Michael A Hamner	Director	2.00	Officer Director	$0	$0	$0
Tyler Cromey	Treasurer	1.00	Officer Director	$0	$0	$0
Catherine McLean	President	1.00	Officer Director	$0	$0	$0
Kathleen M Claybrook	Executive Director	40.00	Officer	$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	No data	No data	No data	No data
2023	$275,793	$281,425	$320,469	$-5,632
2022	$339,911	$301,427	$323,476	$38,484
2021	$287,573	$249,148	$315,541	$38,425
2020	$252,070	$229,857	$247,883	$22,213
2019	$283,979	$269,205	$223,277	$14,774
2018	$282,125	$267,215	$213,503	$14,910

Special Equestrians Inc