Cascade Team Penning Association (EIN 931028727) - 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

1990

Legal Domicile

Principal Officer

Bobbi Hall

Tax Period

2022-10-01 to 2023-09-30

Cascade Team Penning Association, founded in 1990, is a small nonprofit in the Recreation & Sports sector that reported $195K in total revenue in fiscal year 2022. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $33K, a strong 17% operating margin.

Mission

Equestrian Recreation

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $177,419

Investment Income $2

Other Revenue $17,869

TOTAL REVENUE $195,290

Expense Breakdown

Grants Paid $100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $162,778

Other Expenses $162,678

TOTAL EXPENSES $162,778

Year-over-Year Comparison

	2022	2021	Change
Revenue	$195,290	$326,851	-0.4%
Expenses	$162,778	$323,368	-0.5%
Net Income	$32,512	$3,483	+8.3%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tracie Follose	Secretary	2.00	Director	$0	$0	$0
Carmen Edmunds	Director	2.00	Director	$0	$0	$0
Floyd Foster	Director	2.00	Director	$0	$0	$0
Mike Bloom	Director	2.00	Director	$0	$0	$0
Loreen Haight	Director	2.00	Director	$0	$0	$0
David Liberty	Director	2.00	Director	$0	$0	$0
Tammy Morgan	Director	2.00	Director	$0	$0	$0
Breanne Long	Exec VP	3.00	Officer	$0	$0	$0
Bobbi Hall	President	5.00	Officer	$0	$0	$0
Pat Long	Exec VP	3.00	Officer	$0	$0	$0
Donna Stevens	Treasurer	2.00	Officer	$0	$0	$0
Kasia Marsters	Exec VP	2.00	Officer	$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
2023	$195,290	$162,778	$60,555	$32,512
2022	$326,851	$323,368	$27,443	$3,483
2021	$46,329	$66,904	$22,483	$-20,575
2020	$6,099	$21,788	$44,692	$-15,689
2019	$405,083	$338,660	$57,247	$66,423

Cascade Team Penning Association