C A MAXEY APPALOOSA HERITAGE FOUNDATION (EIN 832107449) - 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

2018

Legal Domicile

Principal Officer

KIRK MAXEY

Phone

7349753873

Tax Period

2023-01-01 to 2023-12-31

C A MAXEY APPALOOSA HERITAGE FOUNDATION, founded in 2018, is a small nonprofit in the Animal-Related sector that reported $143K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $180K exceeded revenue, resulting in a 26% operating deficit.

Mission

TEACHING AND OUTREACH IN REGARDS TO THE APPALOOSA A SPECIAL HORSE IN HISTORY OF THE NEZ PERCE TRIBE.

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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 $119,671

Program Service Revenue $0

Investment Income $23,324

Other Revenue $369

TOTAL REVENUE $143,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,646

Fundraising Expenses $0

Program Expenses $180,498

Other Expenses $118,852

TOTAL EXPENSES $180,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$143,364	$255,960	-0.4%
Expenses	$180,498	$193,075	-0.1%
Net Income	$-37,134	$62,885	-1.6%

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

Total Directors

$48,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRK MAXEY	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
REGENIA RICHARDS	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN ARBRUS	BOAD MEMBER	1.00	Director	$0	$0	$0
MEAGHAN MONAHAN	BOARD MEMBER	40.00	Director	$48,000	$0	$48,000

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
2023	$143,364	$180,498	$691,455	$-37,134
2022	$255,960	$193,075	$706,191	$62,885
2021	$63,367	$170,804	$756,348	$-107,437
2020	$832,660	$139,311	$855,241	$693,349

C A MAXEY APPALOOSA HERITAGE FOUNDATION