SHALLOW FORD FOUNDATION INC

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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

2004

Legal Domicile

Principal Officer

TIM W BELL

Phone

3366636794

Tax Period

2022-07-01 to 2023-06-30

SHALLOW FORD FOUNDATION INC, founded in 2004, is a community nonprofit in the Diseases & Disorders sector that reported $1.4M in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $539K, a strong 38% operating margin.

Mission

TO UNLOCK THE FULL PHILANTHROPIC POTENTIAL OF OUR COMMUNITIES OF CLEMMONS, LEWISVILLE, AND YADKIN COUNTY. TO ADDRESS NEEDS AND INTERESTS WITH CHARITABLE RESOURCES TOWARD TRANSFORMATIONAL SOLUTIONS.

Program Service Accomplishments

Program 1

Expenses: $717,479

CONNECTED PHILANTHROPIC INDIVIDUALS AND RESOURCES WITH COMMUNITY NEEDS THROUGH COMMUNITY-ENGAGED GRANTMAKING AND SCHOLARSHIP AWARDS. INITIATED AND SUPPORTED PROGRAMS WHERE NEEDS IDENTIFIED. SUPPORTED DONOR ADVISORS WITH COMMUNITY RESEARCH AND GRANT RECOMMENDTION GUIDANCE. GRANT AND SCHOLARSHIP FOLLOWUP.

Program 2

Expenses: $51,675

CO-LED WITH SCHOOL-BASED MENTORS, AND COORDINATED A 4-YEAR CAREER AND POSTSECONDARY EDUCATION ACCESS PROGRAM FOR 11TH AND 12TH GRADE STUDENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $786,136

Program Service Revenue $0

Investment Income $618,650

Other Revenue $475

TOTAL REVENUE $1,405,261

Expense Breakdown

Grants Paid $406,282

Salaries & Benefits $287,480

Fundraising Expenses $23,427

Program Expenses $769,154

Other Expenses $172,040

TOTAL EXPENSES $865,802

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,405,261	$1,795,921	-0.2%
Expenses	$865,802	$917,685	-0.1%
Net Income	$539,459	$878,236	-0.4%

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

122

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

$132,883

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDI SCANNELLI	CEO	60.00	Officer	$129,013	$3,870	$132,883
TIM W BELL	CHAIRMAN	5.00	Officer Director	$0	$0	$0
EMMY CORN	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY GRAY	TREASURER	1.00	Officer Director	$0	$0	$0
HOLLY GROCE	SECRETARY	1.00	Officer Director	$0	$0	$0
KIM HENSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HINSHAW	DIRECTOR	1.00	Director	$0	$0	$0
BRETT HOGE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SIPPRELL JR	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
WILLIAM LAWLER	DIRECTOR	1.00	Director	$0	$0	$0
STACY MAYHEW	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN PAUL	DIRECTOR	1.00	Director	$0	$0	$0
DAN PUGH	DIRECTOR	1.00	Director	$0	$0	$0
MARIA VERNON	PAST CHAIR	1.00	Officer Director	$0	$0	$0
RONNIE LEE WILLARD	DIRECTOR	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	$1,405,261	$865,802	$16,204,086	$539,459
2022	$1,795,921	$917,685	$14,996,692	$878,236
2021	$2,245,323	$946,984	$16,710,912	$1,298,339
2020	$698,730	$721,818	$14,151,499	$-23,088
2019	$977,852	$545,594	$13,940,309	$432,258
2018	$616,960	$332,901	$13,496,567	$284,059