SAN LUIS OBISPO QUARTERHORSE ASSOC (EIN 770185565) - 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

1968

Legal Domicile

Principal Officer

DON CROW

Phone

8055429191

Tax Period

2023-01-01 to 2023-12-31

SAN LUIS OBISPO QUARTERHORSE ASSOC, founded in 1968, is a small nonprofit that reported $233K in total revenue in fiscal year 2023. Expenses of $219K left a modest 6% surplus.

Mission

THE ASSOCIATION SPONSORS ONE LARGE QUARTER HORSE SHOW PER YEAR AS WELL AS OTHER SMALL SHOWS

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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 $24,445

Program Service Revenue $208,222

Investment Income $114

Other Revenue $0

TOTAL REVENUE $232,781

Expense Breakdown

Grants Paid $4,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $214,312

TOTAL EXPENSES $218,812

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,781	$243,590	0.0%
Expenses	$218,812	$214,143	+0.0%
Net Income	$13,969	$29,447	-0.5%

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

$2,026

Total Directors

$2,026

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON CROW	PRESIDENT	12.00	Officer Director	$2,026	$0	$2,026
LINDA ZOHNS	VICE PRESIDENT	12.00	Officer Director	$0	$0	$0
ANGELA VINTNER	SECRETARY	8.00	Officer Director	$0	$0	$0
TRUDIE SAFRENO	TREASURER	8.00	Officer Director	$0	$0	$0
JIM CRONIN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
TERI HEICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA LOMBARDI	BOARD MEMBER	1.00	Director	$0	$0	$0
STACY POTTER	BOARD MEMBER	1.00	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	$232,781	$218,812	$280,305	$13,969
2022	$243,590	$214,143	$266,336	$29,447
2021	$251,604	$205,135	$236,889	$46,469
2020	$15,337	$28,450	$190,420	$-13,113
2019	$172,034	$192,040	$203,533	$-20,006
2018	$228,442	$209,964	$223,539	$18,478

SAN LUIS OBISPO QUARTERHORSE ASSOC