THE SHARING FOUNDATION (EIN 010518534) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

KATHLEEN MACDONALD

Phone

7816520166

Tax Period

2024-04-01 to 2025-03-31

THE SHARING FOUNDATION is a 501(c)(3) with EIN 010518534, based in CONCORD, MA. Founded in 1998, the organization files IRS Form 990 and reported its most recent data for fiscal year 2024. In that period, it reported $1,226,350 in total revenue and $773,565 in total expenses, with net assets of $9,372,602.

Mission

FOR ORGANIZATION'S MISSION STATEMENT

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $414,276

Program Service Revenue $0

Investment Income $807,681

Other Revenue $4,393

TOTAL REVENUE $1,226,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,919

Fundraising Expenses $17,267

Program Expenses $612,490

Other Expenses $726,646

TOTAL EXPENSES $773,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,226,350	$1,345,381	-0.1%
Expenses	$773,565	$800,057	0.0%
Net Income	$452,785	$545,324	-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

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
KATHLEEN MACDONALD	TREASURER	3.00	Officer Director	$0	$0	$0
JENNIFER MENDELSOHN	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
DEBORAH NELSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LEE STEPPACHER	DIRECTOR	1.00	Director	$0	$0	$0
ANN TRUDEAU	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGARET STOCKFORD	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN GEARNS-GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
EMMA K SCHUMACHER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GANLEY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN PECKAR	DIRECTOR	1.00	Director	$0	$0	$0
KOREY LEE VANDRIGHT	SECRETARY	2.00	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
2025	$1,226,350	$773,565	$9,378,382	$452,785
2024	$1,345,381	$800,057	$9,086,939	$545,324
2023	$680,173	$688,693	$8,511,492	$-8,520
2022	$781,837	$595,500	$9,038,927	$186,337
2021	$804,825	$571,862	$8,358,241	$232,963
2020	$472,416	$591,346	$6,503,830	$-118,930

THE SHARING FOUNDATION