SOCIETY FOR HOSPITAL AND RESOURCES EXCHANGE INC (EIN 133585520) - 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

1990

Legal Domicile

Principal Officer

USHA WRIGHT

Phone

8453040493

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR HOSPITAL AND RESOURCES EXCHANGE INC, founded in 1990, is a small nonprofit in the International Affairs sector that reported $357K in total revenue in fiscal year 2023. Expenses of $478K exceeded revenue, resulting in a 34% operating deficit.

Mission

TO PROVIDE EDUCATIONAL OPPORTUNITIES AND MEDICAL SUPPORT FOR KENYAN CHILDREN WHO HAVE BEEN ORPHANED BY AIDS.

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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 $355,271

Program Service Revenue $0

Investment Income $2,062

Other Revenue $125

TOTAL REVENUE $357,458

Expense Breakdown

Grants Paid $452,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $469,011

Other Expenses $26,014

TOTAL EXPENSES $478,414

Year-over-Year Comparison

	2023	2022	Change
Revenue	$357,458	$339,960	+0.1%
Expenses	$478,414	$283,397	+0.7%
Net Income	$-120,956	$56,563	-3.1%

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

N/A

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
USHA WRIGHT	President	5.00	Officer Director	$0	$0	$0
JERRY WARSHAW	Vice President	5.00	Officer Director	$0	$0	$0
KATE TORPEY	Director	5.00	Director	$0	$0	$0
CHUCK SNYDER	Treasurer	5.00	Officer Director	$0	$0	$0
LISA BILLOTTI-KOURY	Director	5.00	Director	$0	$0	$0
JEFFREY KARASIK	Director	5.00	Director	$0	$0	$0
DAOUT CELESTIN	Director	5.00	Director	$0	$0	$0
IRENE BARTH	Director	5.00	Director	$0	$0	$0
PAT ESGATE	Director	5.00	Director	$0	$0	$0
BRENDA REICHELDERFER	Director	5.00	Director	$0	$0	$0
STEVE SILVERBERG	Director	5.00	Director	$0	$0	$0
ROBERT BURNS	Director	5.00	Director	$0	$0	$0
RICHARD BARTH	Director	5.00	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
2024	No data	No data	No data	No data
2023	$357,458	$478,414	$358,789	$-120,956
2022	$339,960	$283,397	$478,996	$56,563
2021	$304,933	$324,496	$422,180	$-19,563
2020	$265,629	$181,585	$441,743	$84,044
2019	$301,215	$389,343	$357,699	$-88,128
2018	$366,517	$388,107	$445,827	$-21,590

SOCIETY FOR HOSPITAL AND RESOURCES EXCHANGE INC