Confederation for Working Equitation (EIN 814976186) - 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

2017

Legal Domicile

Principal Officer

Tarrin Warren

Tax Period

2019-01-01 to 2019-12-31

Confederation for Working Equitation, founded in 2017, is a micro nonprofit that reported $17K in total revenue in fiscal year 2019. The organization ran a surplus of $12K, a strong 70% operating margin.

Mission

Provide charitable, benevolent, educational and civic purposes, or any of them, to develop and promote the equestrian sport of working equitation in the United States.

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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 (2019)

Revenue Breakdown

Contributions & Grants $22,626

Program Service Revenue $0

Investment Income $0

Other Revenue $-5,373

TOTAL REVENUE $17,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,500

Fundraising Expenses $0

Program Expenses $21

Other Expenses $2,643

TOTAL EXPENSES $5,143

Year-over-Year Comparison

	2019	2018	Change
Revenue	$17,253	N/A	N/A
Expenses	$5,143	N/A	N/A
Net Income	$12,110	N/A	N/A

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

$2,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jill G Malone	Executive Board Member	4.00	Director	$0	$0	$0
Kat Waters	Executive Board Member	10.00	Director	$0	$0	$0
Chris Stanko	Executive Board Member	6.00	Director	$0	$0	$0
Jeanne Bond	Executive Board Member	10.00	Director	$0	$0	$0
Leslie Martien	Executive Board Member	4.00	Director	$0	$0	$0
Ashley Bowers	Regional Director	1.00	Director	$0	$0	$0
Adair Soho	Regional Director	1.00	Director	$0	$0	$0
Maria Blackstone	Regional Director	1.00	Director	$0	$0	$0
Eleanor Thomas	Regional Director	1.00	Director	$0	$0	$0
Natalia Lord	Regional Director	1.00	Director	$0	$0	$0
Lauren Gueswel	Regional Director	1.00	Director	$0	$0	$0
Tarrin Warren	Executive Director	25.00	Officer Highest	$2,500	$0	$2,500

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
2019	$17,253	$5,143	$37,328	$12,110
2018	$52,303	$38,515	$25,218	$13,788

Confederation for Working Equitation