DIXIE REGION TEAM PENNING ASSOCIATION (EIN 640909794) - 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

1999

Legal Domicile

Principal Officer

Beckie Sheppard

Phone

4096561196

Tax Period

2023-01-01 to 2023-12-31

DIXIE REGION TEAM PENNING ASSOCIATION, founded in 1999, is a small nonprofit in the Recreation & Sports sector that reported $258K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $250K left a modest 3% surplus.

Mission

To promote the equine sport of team penning and ranch sorting.

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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 $7,960

Program Service Revenue $250,292

Investment Income $0

Other Revenue $0

TOTAL REVENUE $258,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,437

Other Expenses $250,437

TOTAL EXPENSES $250,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,252	$229,447	+0.1%
Expenses	$250,437	$275,718	-0.1%
Net Income	$7,815	$-46,271	-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

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

$8,572

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beckie Sheppard	Secretary/Treasurer	8	Director	$8,572	$0	$8,572
Clint Price	Executive Director	5	Director	$0	$0	$0
Randy Sheppard	Director-At-Large	1	Director	$0	$0	$0
Steve Welch	Alabama Director	1	Director	$0	$0	$0
Emmett Whitehurst	Florida Director	1	Director	$0	$0	$0
Dustin Johnson	Mississippi Director	1	Director	$0	$0	$0
Casey Robinson	North Carolina Director	1	Director	$0	$0	$0
Brian Buckner	Texas Director	1	Director	$0	$0	$0
David Teltow	Texas Director	1	Director	$0	$0	$0
Scott Knight	Georgia Director	1	Director	$0	$0	$0
Mike Robinson	Texas Director	1	Director	$0	$0	$0
Sarah Foti	Florida Director	1	Director	$0	$0	$0
Skip Davidson	Arkansas Director	1	Director	$0	$0	$0
Ben Davidson	Arkansas Director	1	Director	$0	$0	$0
Alejandro Serpone	Florida Director	1	Director	$0	$0	$0
Randy Moore	Georgia Director	1	Director	$0	$0	$0
Chelsea Mitchell	Louisiana Director	1	Director	$0	$0	$0
Mike Dillon	South Carolina Director	1	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	No data	No data	No data	No data
2023	$258,252	$250,437	$8,496	$7,815
2022	$229,447	$275,718	$681	$-46,271

DIXIE REGION TEAM PENNING ASSOCIATION