Unbridled Spirit 7 (EIN 872397848) - 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

2021

Legal Domicile

Principal Officer

Sierra James

Tax Period

2023-01-01 to 2023-12-31

Unbridled Spirit 7, founded in 2021, is a small nonprofit in the Human Services sector that reported $300K in total revenue in fiscal year 2023.

Mission

To empower social-emotional healing and human connection through equine experiential learning and other innovative methods.

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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 $248,522

Program Service Revenue $50,703

Investment Income $379

Other Revenue $0

TOTAL REVENUE $299,604

Expense Breakdown

Grants Paid $23,083

Salaries & Benefits $200,562

Fundraising Expenses $5,622

Program Expenses $279,795

Other Expenses $77,036

TOTAL EXPENSES $300,681

Year-over-Year Comparison

	2023	2022	Change
Revenue	$299,604	N/A	N/A
Expenses	$300,681	N/A	N/A
Net Income	$-1,077	N/A	N/A

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

N/A

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

$47,564

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sonja Wingard	Executive Director	10.00	Director	$47,564	$0	$47,564
Sally Majkut	Member	1.00	Director	$0	$0	$0
Rachel Rodriguez	Member	1.00	Director	$0	$0	$0
Niko Baranek	Member	1.00	Director	$0	$0	$0
Karabo Breeding	Member	1.00	Director	$0	$0	$0
Sierra James	Chair	0.00	Officer Director	$0	$0	$0
Paul James	SecretaryTreasurer	1.00	Officer Director	$0	$0	$0
Joni Hensley	Vice Chair	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	No data	No data	No data	No data
2023	$299,604	$300,681	$69,973	$-1,077
2022	$227,497	$217,511	$15,488	$9,986

Unbridled Spirit 7