Hopes Chariot Inc (EIN 823073007) - 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

Phone

2623058040

Tax Period

2023-01-01 to 2023-12-31

Hopes Chariot Inc, founded in 2017, is a small nonprofit in the Human Services sector that reported $277K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $256K left a modest 7% surplus.

Mission

Provides therapeutic sessions utilizing horses; our program offers therapeutic riding and experiential therapy and learning via Equine Assisted Psychotherapy and other activities, providing the opportunity to improve mental health and well-being for individuals with special needs. Also provides horse boarding and natural horsemanship lessons and riding lessons to the general public. These experiences provide education and growth, empowering and building resiliency in all individuals participating therein.

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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 $29,718

Program Service Revenue $247,152

Investment Income $58

Other Revenue $0

TOTAL REVENUE $276,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $234,582

Other Expenses $256,162

TOTAL EXPENSES $256,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,928	$254,145	+0.1%
Expenses	$256,162	$268,041	0.0%
Net Income	$20,766	$-13,896	-2.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jill Kubsczak	Director	1.00	Director	$0	$0	$0
Patti Krueger	Director	1.00	Director	$0	$0	$0
Kathy Stone	President	10.00	Officer	$0	$0	$0
Sheena Downer	Vice President	1.00	Officer	$0	$0	$0
Ginny Mike	Treasurer	1.00	Officer	$0	$0	$0
Jane Laubenstein	Secretary	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$276,928	$256,162	$22,449	$20,766
2022	$254,145	$268,041	$1,683	$-13,896
2021	$266,501	$252,609	$15,579	$13,892
2020	$116,748	$113,060	$1,687	$3,688
2019	$50,577	$52,264	$659	$-1,687

Hopes Chariot Inc