TAKING THE REINS (EIN 954688657) - 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

1998

Legal Domicile

Principal Officer

JANE HAVEN

Phone

3239061560

Tax Period

2024-01-01 to 2024-12-31

TAKING THE REINS, founded in 1998, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $213K, a strong 20% operating margin.

Mission

TAKING THE REINS' MISSION IS ADVANCING GIRL POWER THROUGH HORSEPOWER. TAKING THE REINS INSPIRES AT-RISK GIRLS TO ACT WITH COURAGE AND CONFIDENCE BY INTERACTING WITH HORSES, FARM ANIMALS, AND NATURE.

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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 $944,468

Program Service Revenue $35,023

Investment Income $38,586

Other Revenue $46,230

TOTAL REVENUE $1,064,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $353,523

Fundraising Expenses $44,746

Program Expenses $662,122

Other Expenses $497,550

TOTAL EXPENSES $851,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,064,307	$813,117	+0.3%
Expenses	$851,073	$785,387	+0.1%
Net Income	$213,234	$27,730	+6.7%

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

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

$100,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTHA J HAVEN	Executive Dir.	1.00	Officer	$100,000	$0	$100,000
DR MARILYN THOMPSON	MEMBER	1.00	Director	$0	$0	$0
LISA MARTINEZ	Chairman	1.00	Officer Director	$0	$0	$0
MARY I CARBAJAL ESQ	Treasurer	1.00	Officer Director	$0	$0	$0
LEE ALLISON	Vice President	1.00	Director	$0	$0	$0
EFRAIN BAILON	MEMBER	1.00	Director	$0	$0	$0
ROBIN CLOUD	MEMBER	1.00	Director	$0	$0	$0
ROBIN MCCARY	Member	1.00	Director	$0	$0	$0
STEPHANIE DRACHKOVITCH	MEMBER	1.00	Director	$0	$0	$0
GAIL MILLS	Secretary	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	$1,064,307	$851,073	$3,423,755	$213,234
2023	$813,117	$785,387	$3,202,468	$27,730
2022	$1,662,670	$667,100	$3,160,357	$995,570
2021	$969,812	$561,604	$2,158,480	$408,208
2020	$727,917	$531,636	$1,769,077	$196,281
2019	$792,444	$523,370	$1,435,428	$269,074
2018	$548,519	$472,513	$1,162,134	$76,006

TAKING THE REINS