THE HORSE PARK AT WOODSIDE (EIN 942417423) - 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

1980

Legal Domicile

Principal Officer

LESA MELLIS

Phone

6508512140

Tax Period

2024-04-01 to 2025-03-31

THE HORSE PARK AT WOODSIDE, founded in 1980, is a community nonprofit that reported $8.3M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 30% operating margin.

Mission

UNITE COMMUNITY IN SHARED PURPOSE AND CONNECTION FOR LAND CONSERVATION, EQUESTRIAN SPORT, LIFELONG LEARNING AND FUN.

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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 $3,454,960

Program Service Revenue $4,503,097

Investment Income $50,090

Other Revenue $267,057

TOTAL REVENUE $8,275,204

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,672,136

Fundraising Expenses $0

Program Expenses $5,009,465

Other Expenses $4,089,414

TOTAL EXPENSES $5,761,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,275,204	$5,547,367	+0.5%
Expenses	$5,761,550	$5,436,857	+0.1%
Net Income	$2,513,654	$110,510	+21.7%

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

200

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

$157,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EILEEN MORGENTHALER	PRESIDENT	20.00	Officer Director	$0	$0	$0
KRISTIN CROSLAND	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
BARBARA ECKSTEIN	SECRETARY	5.00	Officer Director	$0	$0	$0
LESA MELLIS	TREASURER	2.00	Officer Director	$0	$0	$0
LARICK HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
ANA KOSTIOUKOVA	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXANDRA LOPEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT SOLOMON	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILLIP WHALEN	BOARD MEMBER	1.00	Director	$0	$0	$0
GRETCHEN BERING	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE DELUNA	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
KATRINA MONTINOLA	VP, MEMBERSHIP, COMMITTEE SUPPORT AND BOARD RECRUI	2.00	Officer	$0	$0	$0
VICTORIA KLEIN	VP, FUNDRAISING & PR	5.00	Officer	$0	$0	$0
STEVE ROON	EXECUTIVE DIRECTOR	55.00	Key Emp	$157,000	$0	$157,000
FERNANDO RAMIREZ	MANAGER FIELD STAFF	74.00	Highest	$156,962	$0	$156,962
RODRIGO RANGEL VILLAGOMEZ	FIELD STAFF	77.00	Highest	$118,867	$0	$118,867
SALVADOR BRAVO	FIELD STAFF	69.00	Highest	$109,894	$0	$109,894
VICTOR MEDINA	FIELD STAFF	65.00	Highest	$109,013	$0	$109,013
RELVIS D RAMOS	FIELD STAFF	59.00	Highest	$101,089	$0	$101,089

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
2025	$8,275,204	$5,761,550	$9,258,939	$2,513,654
2024	$5,547,367	$5,436,857	$6,457,327	$110,510
2023	$5,158,248	$4,829,028	$7,252,749	$329,220
2022	$3,874,613	$3,826,136	$5,825,426	$48,477
2021	$2,263,134	$2,829,389	$5,917,458	$-566,255
2020	$2,808,768	$3,017,656	$5,682,761	$-208,888
2019	$2,779,862	$2,460,727	$6,200,147	$319,135
2018	$2,131,208	$2,332,353	$5,998,222	$-201,145

THE HORSE PARK AT WOODSIDE