Wellness With Horses Inc (EIN 920766128) - 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

2022

Principal Officer

Kerry Bosman

Phone

7817998458

Tax Period

2024-01-01 to 2024-12-31

Wellness With Horses Inc, founded in 2022, is a micro nonprofit that reported $11K in total revenue in fiscal year 2024. Revenue surged 508% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3K, a strong 26% operating margin.

Mission

The mission of Wellness With Horses is to improve the wellbeing of individuals and horses through shared interactions. Horses in the program are no longer able to participate in traditional equine activities, but with guidance individuals can groom and lead the horses giving both healthful interactions.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,000

Program Service Revenue $3,469

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,500

Other Expenses $8,523

TOTAL EXPENSES $8,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,469	$1,885	+5.1%
Expenses	$8,523	$524	+15.3%
Net Income	$2,946	$1,361	+1.2%

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

N/A

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kerry Bosman	President	4.00	Officer Director	$0	$0	$0
Michele Iovino	Treasurer	2.00	Officer Director	$0	$0	$0
Nancy Kean	Secretary	2.00	Officer Director	$0	$0	$0
Monica Yanosick	Director	1.00	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	$11,469	$8,523	$754,307	$2,946
2023	$1,885	$524	$751,361	$1,361
2022	$750,000	No data	$750,000	No data

Wellness With Horses Inc