NAPA VALLEY HORSEMANS ASSOCIATION (EIN 946101545) - 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

1939

Legal Domicile

Principal Officer

SHEILA EDGINTON

Phone

7077386380

Tax Period

2023-01-01 to 2023-12-31

NAPA VALLEY HORSEMANS ASSOCIATION, founded in 1939, is a small nonprofit that reported $107K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $22K, a strong 20% operating margin.

Mission

SOCIAL ORGANIZATION TO MAINTAIN AND IMPROVE INTEREST IN RIDING, TRAINING AND COMPETITION.

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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 $31,411

Program Service Revenue $53,307

Investment Income $6,857

Other Revenue $15,200

TOTAL REVENUE $106,775

Expense Breakdown

Grants Paid $800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,263

Other Expenses $84,463

TOTAL EXPENSES $85,263

Year-over-Year Comparison

	2023	2022	Change
Revenue	$106,775	$97,327	+0.1%
Expenses	$85,263	$70,549	+0.2%
Net Income	$21,512	$26,778	-0.2%

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

Employees

N/A

Volunteers

120

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
JAN LAZZARA	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOJO COOK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHEILA EDGINTON	TREASURER	1.00	Officer Director	$0	$0	$0
GINA MASSOLO	SECRETARY	1.00	Officer Director	$0	$0	$0
JAY MILBURN	MEMBERSHIP SECRETARY	1.00	Officer Director	$0	$0	$0
ALLEN HARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE LOMBARDI	BOARD MEMBER	1.00	Director	$0	$0	$0
DON CLYDE	BOARD MEMBER	1.00	Director	$0	$0	$0
HYLAH UMPRESS	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA VANDAL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID HIGGENBOTHAM	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$106,775	$85,263	$459,889	$21,512
2022	$97,327	$70,549	$438,377	$26,778
2021	$111,157	$87,568	$411,599	$23,589
2020	$98,911	$68,232	$392,709	$30,679
2019	$142,955	$70,688	$379,843	$72,267
2018	$105,947	$75,983	$402,236	$29,964

NAPA VALLEY HORSEMANS ASSOCIATION