Dale and Patti Shirley Equine Encore Foundation
Nonprofit profile at a glance
- EIN
- 202530224
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990 2024, Form 990-EZ 2025
- Location
- Tucson, AZ, USA
- Phone
- 5208870570
- Rating
- 93
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Animal Protection and Welfare
Reported finances
- Revenue
- $46,086
- Expenses
- $182,963
- Assets
- $439,543
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Wendy Davis (President)
People named in this filing
- Burton J Kinerk (Secretary)
- Wendy Davis (President)
- Betsy Greene (Member)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide a dignified retirement for racehorses who are no longer able to compete at the racetrack and who, as a result, are no longer wanted.
What it reported doing in 2025
The organization has only one program - to provide a retirement home for racehorses who have reached the end of their racing careers due to age or injury. Equine Encore's focus is strictly on retirement and adoption. All our horses came straight from various racetracks in Arizona and New Mexico. Many of them suffered career-ending injuries, bowed tendons, fractured sesamoids, and cannot be repurposed for another career. Our challenge is to provide for them for the rest of their lives by administering proper care for their feet and tend to their medical needs. We receive support from the industry and through private donations from racehorse owners and fans of the sport.
Operating model
- Revenue model
- Donor-supported. 68% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 100
- Sustainability: 37
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -297%; rating input score 4; 4th percentile among comparable filings
- Total-asset coverage ratio: 2.4; rating input score 70; 70th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -12.4% per year; rating input score 0; 22nd percentile among comparable filings
- Asset growth: 3.5% per year; rating input score 100; 51st percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $183K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 4/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.