Monterey Bay Horsemanship & Therapeutic Center (EIN 770577702) - 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

2000

Legal Domicile

Principal Officer

Elizabeth Anne Pearson

Phone

8317611142

Tax Period

2023-09-01 to 2024-08-31

Monterey Bay Horsemanship & Therapeutic Center, founded in 2000, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023.

Mission

Providing horse based therapy for handicapped and developmentally disabled adults and children.

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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 $13,393

Program Service Revenue $1,186,409

Investment Income $28

Other Revenue $1,673

TOTAL REVENUE $1,201,503

Expense Breakdown

Grants Paid $0

Salaries & Benefits $843,532

Fundraising Expenses $0

Program Expenses $1,189,133

Other Expenses $353,965

TOTAL EXPENSES $1,197,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,201,503	$1,183,947	+0.0%
Expenses	$1,197,497	$1,040,200	+0.2%
Net Income	$4,006	$143,747	-1.0%

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

$119,048

Total Directors

$119,048

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Anne Pearson	CEO	40.00	Officer Director	$119,048	$0	$119,048
Barbara Pearson	Secretary	10.00	Officer Director	$0	$0	$0
Reyna Flores	CFO	10.00	Officer Director	$0	$0	$0
Robert Menafee	Director	2.00	Director	$0	$0	$0
Mark Pursell	Director	2.00	Director	$0	$0	$0
Signe Pursell	Director	2.00	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
2025	No data	No data	No data	No data
2024	$1,201,503	$1,197,497	$408,429	$4,006
2023	$1,183,947	$1,040,200	$400,076	$143,747
2022	$814,851	$1,059,677	$281,156	$-244,826
2021	$1,186,318	$1,022,027	$514,580	$164,291
2020	$2,050,360	$2,048,186	$320,847	$2,174

Monterey Bay Horsemanship & Therapeutic Center