Equestrian Aid Foundation (EIN 650546516) - 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

1994

Legal Domicile

Principal Officer

Marilou Case

Phone

8007926068

Tax Period

2024-01-01 to 2024-12-31

Equestrian Aid Foundation, founded in 1994, is a small nonprofit in the Diseases & Disorders sector that reported $423K in total revenue in fiscal year 2024. Revenue surged 78% from the prior year, signaling strong growth momentum.

Mission

To provide financial assistance for basic living and medical expenses needed as a result of a catastrophic illness, accident or injury to children and/or adults in the equestrian community

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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 $422,594

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $422,594

Expense Breakdown

Grants Paid $269,411

Salaries & Benefits $96,765

Fundraising Expenses $0

Program Expenses $269,411

Other Expenses $44,157

TOTAL EXPENSES $410,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$422,594	$237,666	+0.8%
Expenses	$410,333	$370,881	+0.1%
Net Income	$12,261	$-133,215	-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

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
Jenny Dunion	Board Member	000.35	Director	$0	$0	$0
Scot Evans	Board Member	003.00	Director	$0	$0	$0
Robert Ross	Board Member	001.00	Director	$0	$0	$0
Monique Keitz	Board Member	002.00	Director	$0	$0	$0
Missy Luczak-Smith	Board Member	000.20	Director	$0	$0	$0
Marilou Case	Treasurer	003.00	Officer Director	$0	$0	$0
Nora Kornheisl	Board Member	000.10	Director	$0	$0	$0
Louise Riggio	Board Member	001.00	Director	$0	$0	$0
Tricia Brennan	Board Member	000.35	Director	$0	$0	$0
James Anderson	Board Member	000.10	Director	$0	$0	$0
Nancy Hooker	Board Member	000.20	Director	$0	$0	$0
Amanda Harlan	Baord Member	000.10	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	No data	No data	No data	No data
2024	$422,594	$410,333	$605,665	$12,261
2023	$237,666	$370,881	$605,566	$-133,215
2022	$426,274	$335,104	$738,781	$91,170
2021	$263,434	$230,642	$647,611	$32,792
2020	$194,073	$293,401	$614,819	$-99,328
2019	$742,719	$170,718	$714,154	$572,001
2018	$148,564	$260,485	$142,146	$-111,921

Equestrian Aid Foundation