SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC (EIN 820461587) - 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

1992

Legal Domicile

Principal Officer

CHARLOTTE WESTENDORF

Phone

2085789111

Tax Period

2024-01-01 to 2024-12-31

SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC, founded in 1992, is a small nonprofit in the Human Services sector that reported $719K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $990K exceeded revenue, resulting in a 38% operating deficit.

Mission

TO PROVIDE EQUINE-ASSISTED ACTIVITIES AND THERAPIES WHICH ENCOURAGE THE PHYSICAL, MENTAL AND EMOTIONAL WELL-BEING OF CHILDREN AND ADULTS WITH DISABILITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $635,089

Program Service Revenue $39,811

Investment Income $23,731

Other Revenue $19,919

TOTAL REVENUE $718,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $476,105

Fundraising Expenses $143,668

Program Expenses $635,926

Other Expenses $514,392

TOTAL EXPENSES $990,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$718,550	$784,497	-0.1%
Expenses	$990,497	$993,007	0.0%
Net Income	$-271,947	$-208,510	+0.3%

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

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

$66,254

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE WESTENDORF	PRESIDENT	7.00	Officer Director	$0	$0	$0
TAYLOR STRALEY	SECRETARY	4.00	Officer Director	$0	$0	$0
ALEX WOODARD	TREASURER	5.00	Officer Director	$0	$0	$0
ANN LEONARDO	VP OF FINANCE	2.00	Officer Director	$0	$0	$0
HEATHER BURNETT	DIRECTOR	1.00	Director	$0	$0	$0
TIM BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DECK	DIRECTOR	1.00	Director	$0	$0	$0
KATE ROSEKRANS	DIRECTOR	1.00	Director	$0	$0	$0
ANNIE MABRY	DIRECTOR	1.00	Director	$0	$0	$0
KATE BUCKLY	DIRECTOR	1.00	Director	$0	$0	$0
MARJORIE WOODWARD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BENNETT	EXECUTIVE DIRECTOR	40.00	Officer	$6,000	$0	$6,000
MARY MITTEN	EXECUTIVE DIRECTOR	40.00	Officer	$58,598	$1,656	$60,254

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	$718,550	$990,497	$4,355,419	$-271,947
2023	$784,497	$993,007	$4,620,159	$-208,510
2022	$872,411	$1,106,496	$4,809,389	$-234,085
2021	$1,096,542	$1,001,707	$5,081,382	$94,835
2020	$625,849	$834,224	$4,950,497	$-208,375
2019	$762,526	$925,041	$4,914,990	$-162,515
2018	$714,845	$935,991	$5,066,198	$-221,146

SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER INC