LEGACY EQUINE-ASSISTED THERAPY SERVICES NFP (EIN 821023646) - 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

KELLY TICHACEK

Phone

6306018920

Tax Period

2023-01-01 to 2023-12-31

LEGACY EQUINE-ASSISTED THERAPY SERVICES NFP, founded in 2017, is a small nonprofit in the Health Care sector that reported $411K in total revenue in fiscal year 2023. Revenue surged 148% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148K, a strong 36% operating margin.

Mission

TO PROVIDE EQUINE-ASSISTED SERVICES AND DIRECT FINANCIAL ASSISTANCE FOR THERAPEUTIC ACTIVITIES IN THE CHICAGOLAND AREA.

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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 $368,846

Program Service Revenue $0

Investment Income $5,667

Other Revenue $36,475

TOTAL REVENUE $410,988

Expense Breakdown

Grants Paid $171,292

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $262,513

Other Expenses $91,221

TOTAL EXPENSES $262,513

Year-over-Year Comparison

	2023	2022	Change
Revenue	$410,988	$165,644	+1.5%
Expenses	$262,513	$172,069	+0.5%
Net Income	$148,475	$-6,425	-24.1%

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

110

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
DOROTHY PIETROWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN EARNEST	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTY ULBRECHT	PRESIDENT	1.00	Officer	$0	$0	$0
NORA TESMOND	SECRETARY	1.00	Officer	$0	$0	$0
KELLY TICHACEK	TREASURER	1.00	Officer	$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	$410,988	$262,513	$161,069	$148,475
2022	$165,644	$172,069	$6,357	$-6,425
2021	$392,051	$392,131	$12,782	$-80

LEGACY EQUINE-ASSISTED THERAPY SERVICES NFP