EQUEST

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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

1981

Legal Domicile

Principal Officer

ERIC LINDH

Phone

9724121099

Tax Period

2023-01-01 to 2023-12-31

EQUEST, founded in 1981, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2023.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR CHILDREN AND ADULTS WITH DIVERSE NEEDS BY PARTNERING WITH HORSES TO BRING HOPE AND HEALING THROUGH EQUINE ASSISTED ACTIVITIES AND THERAPIES.

Program Service Accomplishments

Program 1

Expenses: $2,100,635 Revenue: $197,373

Equest provides equine assisted services to children and adults with physical, cognitive and emotional disabilities, as well as veterans in North Texas. Equest served over 250 unduplicated clients...

Equest provides equine assisted services to children and adults with physical, cognitive and emotional disabilities, as well as veterans in North Texas. Equest served over 250 unduplicated clients and delivered over 3,137 service hours in 2023. 77% of Equest's income was used for program expenses.Equests Veteran Program (Hooves for Heroes) 98 Clients with 600 service hours. Equests Counseling program: 913 counseling hours and 96 individual counseling clients served.Equine Assisted Learning (literacy program): 1,319 clients

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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 $2,682,076

Program Service Revenue $197,373

Investment Income $35,352

Other Revenue $-303,373

TOTAL REVENUE $2,611,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,587,364

Fundraising Expenses $289,405

Program Expenses $2,100,635

Other Expenses $1,140,858

TOTAL EXPENSES $2,732,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,611,428	$2,720,752	0.0%
Expenses	$2,732,425	$2,318,675	+0.2%
Net Income	$-120,997	$402,077	-1.3%

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

819

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

$138,883

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MYRSHEM GEORGE thru 12024	CEO	40.00	Officer	$98,215	$0	$98,215
ELIZABETH KELLOGG	CEO-thru 4/2023	40.00	Officer	$33,335	$7,333	$40,668
STEVE SWENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM GAVIN	CHAIRMAN-ELECT	1.00	Director	$0	$0	$0
DANIEL VALENTINE	BOARD MEMBER	1.00	Director	$0	$0	$0
CLINT HAGGERTY	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
BROOKE BAILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
HARLEY COZEWITH	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH DACUS	BOARD MEMBER	1.00	Director	$0	$0	$0
PIA ACKERMAN	Treasurer	1.00	Officer Director	$0	$0	$0
NANCY NATINSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIANNE FAZEN	BOARD MEMBER	1.00	Director	$0	$0	$0
PRISMA GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY GREEN	Secretary	1.00	Officer Director	$0	$0	$0
TERESA FISHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA LAUGHLIN	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
MEGAN MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE WYKER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LINDSAY KIRTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ELISSA MCCLURE	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE SHERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL WOODALL	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC LINDH FROM 72024	CEO	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	$2,611,428	$2,732,425	$4,961,896	$-120,997
2022	$2,720,752	$2,318,675	$4,914,141	$402,077
2021	$2,254,623	$2,029,232	$4,641,981	$225,391
2020	$2,186,105	$1,772,896	$4,222,026	$413,209
2019	$2,106,559	$1,910,890	$3,525,723	$195,669
2018	$1,911,135	$1,844,207	$3,313,566	$66,928