Unbridled Spirit 7

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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.

Program Service Accomplishments

Program 1

Expenses: $166,451 Revenue: $9,533

Whatcom Intergenerational High School Leadership Training Workshops for Staff, Mentors, and Students. The goal is to help create a culture of compassion and inclusion in this new racially, gender...

Whatcom Intergenerational High School Leadership Training Workshops for Staff, Mentors, and Students. The goal is to help create a culture of compassion and inclusion in this new racially, gender, and socio-economically diverse group. The new school welcomed fifty youth for equine assisted experiential learning. The each spent from nine hours (adults) to fifteen hours (youth) in the summer and fall. They practice leadership, self and other awareness, and team building at the farm.

Program 2

Expenses: $102,672 Revenue: $28,425

Individual and family therapeutic equine assisted sessions. Families and individuals come to the farm for individual, group, or day camp sessions. We facilitate the creation of mutually respectful...

Individual and family therapeutic equine assisted sessions. Families and individuals come to the farm for individual, group, or day camp sessions. We facilitate the creation of mutually respectful relationships based on respect, clear communication, trust building and getting ones needs met in healthy ways. These skills were practiced via equine experiential education.

Program 3

Expenses: $10,672 Revenue: $4,500

School Visits to Lummi Nation with horses, goats, and small animals. One week of daycamp for up to 8 students.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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