WARHORSE LEGACY FOUNDATION (EIN 831271882) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

VALORIE JONES

Phone

4796342119

Tax Period

2024-01-01 to 2024-12-31

Warhorse Legacy Foundation, founded in 2018, is a community nonprofit in the Mental Health sector that reported $1.1M in total revenue in fiscal year 2018. The organization ran a surplus of $1.0M, a strong 94% operating margin.

Mission

TO PROVIDE SUPPORT AND FUND MEANINGFUL EQUINE THERAPY PROGRAMS TO FOSTER PHYSICAL, MENTAL, AND SOCIAL HEALTH FOR VETERANS AND THEIR FAMILIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,875

Program Service Revenue $22,028

Investment Income $204,936

Other Revenue $2,784

TOTAL REVENUE $244,623

Expense Breakdown

Grants Paid $0

Salaries & Benefits $204,953

Fundraising Expenses $5,928

Program Expenses $663,828

Other Expenses $604,775

TOTAL EXPENSES $809,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,623	$65,781	+2.7%
Expenses	$809,728	$727,962	+0.1%
Net Income	$-565,105	$-662,181	-0.1%

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

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

$78,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALORIE JONES	PRESIDENT	50.00	Officer	$78,000	$0	$78,000
SETH COBB	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET LUSK	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER MAY	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
STEPHANIE PRIVRATSKY	SECRETARY	1.00	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	$244,623	$809,728	$3,970,106	$-565,105
2023	$65,781	$727,962	$4,076,974	$-662,181
2022	$235,821	$616,339	$4,195,333	$-380,518
2021	$1,190,072	$807,273	$5,430,959	$382,799
2019	$421,320	$502,212	$1,028,831	$-80,892
2018	$1,111,356	$67,088	$1,047,157	$1,044,268

WARHORSE LEGACY FOUNDATION