EQUESTRIAN CHARITIES INC

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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

2000

Legal Domicile

Principal Officer

PATRICK RODES

Phone

9403671217

Tax Period

2022-01-01 to 2022-12-31

EQUESTRIAN CHARITIES INC, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $10K in total revenue in fiscal year 2022. Revenue surged 5154% from the prior year, signaling strong growth momentum.

Mission

PROVIDE CHARITABLE CONTRIBUTIONS TO LOCAL ORGANIZATIONS FOR THE BENEFIT OF THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $8,500

ORGANIZE AND HOST HORSE SHOWS FOR THE PURPOSE OF PROVIDING FUNDING TO LOCAL CHARITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $7,640

Program Service Revenue $0

Investment Income $0

Other Revenue $2,080

TOTAL REVENUE $9,720

Expense Breakdown

Grants Paid $8,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,500

Other Expenses $970

TOTAL EXPENSES $9,470

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,720	$185	+51.5%
Expenses	$9,470	N/A	N/A
Net Income	$250	$185	+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

N/A

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
PATRICK RODES	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
KRISTEN WOOLLERY	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
DAYLE BINDER	PRESIDENT	0.50	Officer Director	$0	$0	$0
HALEY SCHOOLFIED	SECRETARY	0.50	Officer 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
2022	$9,720	$9,470	$726	$250
2021	$185	No data	$476	No data
2020	No data	$2,005	$291	No data
2019	$178,677	$179,209	$2,296	$-532
2018	$258,897	$257,838	$2,828	$1,059