MENLO CHARITY HORSE SHOW 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

1996

Legal Domicile

Principal Officer

WENDY BAUM

Phone

6504001636

Tax Period

2023-10-01 to 2024-09-30

MENLO CHARITY HORSE SHOW INC, founded in 1996, is a micro nonprofit in the Human Services sector that reported $144K in total revenue in fiscal year 2023. Revenue fell 356% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE SUPPORT AND FINANCIAL ASSISTANCES TO BENEFIT COMMUNITY CHARITIES.

Program Service Accomplishments

Program 1

THE MENLO CHARITY HORSE SHOW PRODUCES AN ANNUAL HORSE SHOW, HELD ON THE GROUNDS OF THE MENLO CIRCUS CLUB, THE PROCEEDS OF WHICH PROVIDE FINANCIAL SUPPORT TO VARIOUS COMMUNITY BASED 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 (2023)

Revenue Breakdown

Contributions & Grants $1,035,850

Program Service Revenue $0

Investment Income $1

Other Revenue $-1,179,864

TOTAL REVENUE $-144,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $60,805

Other Expenses $113,946

TOTAL EXPENSES $113,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-144,013	$56,190	-3.6%
Expenses	$113,946	$65,444	+0.7%
Net Income	$-257,959	$-9,254	+26.9%

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

120

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
CATHERINE HARVEY	BOARD CHAIR	15.00	Officer Director	$0	$0	$0
SUZANNE RISCHMAN	PRESIDENT & TRUSTEE	20.00	Officer Director	$0	$0	$0
WENDY BAUM	TREASURER & SECRETARY	20.00	Officer Director	$0	$0	$0
MEAUX COSTELLO	BOARD MEMBER	1.00	Director	$0	$0	$0
PERRI GUTHRIE	BOARD MEMBER	15.00	Director	$0	$0	$0
JENIFER MCDONALD	BOARD MEMBER	10.00	Director	$0	$0	$0
LINDA SALVADOR	BOARD MEMBER	10.00	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	$-144,013	$113,946	$348,515	$-257,959
2023	$56,190	$65,444	$208,913	$-9,254
2022	$242,082	$230,815	$239,506	$11,267
2021	$65,534	$63,810	$214,107	$1,724
2020	$236,216	$119,762	$214,386	$116,454
2019	$276,569	$274,908	$157,480	$1,661
2018	$338,747	$358,024	$533,570	$-19,277