GREAT SOUTHWEST EQUESTRIAN FOUNDATION (EIN 813819013) - 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

2016

Legal Domicile

Principal Officer

REBECCA A HOVE

Phone

7133332200

Tax Period

2023-01-01 to 2023-12-31

GREAT SOUTHWEST EQUESTRIAN FOUNDATION, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $252K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

THROUGH THE PRODUCTION OF AN ANNUAL WORLD-CLASS HORSE SHOW, THE PIN OAK CHARITY HORSE SHOW, GSWE SUPPORTS THE HEALING OF SICK CHILDREN THROUGH FINANCIAL DONATIONS, OUTREACH, AND VOLUNTEER SUPPORT FOR TEXAS CHILDREN'S HOSPITAL.

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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 $453,509

Program Service Revenue $0

Investment Income $4,005

Other Revenue $-205,512

TOTAL REVENUE $252,002

Expense Breakdown

Grants Paid $225,000

Salaries & Benefits $0

Fundraising Expenses $808

Program Expenses $254,408

Other Expenses $32,086

TOTAL EXPENSES $257,086

Year-over-Year Comparison

	2023	2022	Change
Revenue	$252,002	$185,283	+0.4%
Expenses	$257,086	$195,898	+0.3%
Net Income	$-5,084	$-10,615	-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

$391,644

Total Directors

$391,644

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA A HOVE	TREASURER/DIRECTOR	1.00	Officer Director	$0	$26,641	$264,289
LYDIA HICKEY	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$18,306	$127,355
LYNN WALSH	CHAIR/DIRECTOR	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
2024	No data	No data	No data	No data
2023	$252,002	$257,086	$63,811	$-5,084
2022	$185,283	$195,898	$63,229	$-10,615
2021	$-22,839	$141,158	$73,844	$-163,997
2020	$337,972	$131,015	$237,841	$206,957
2019	$176,330	$215,420	$48,909	$-39,090
2018	$265,116	$232,392	$101,974	$32,724

GREAT SOUTHWEST EQUESTRIAN FOUNDATION