SHARED INTEREST INC (EIN 133836581) - 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

1995

Legal Domicile

Principal Officer

AMYE JAMESON

Phone

6096380398

Tax Period

2023-01-01 to 2023-12-31

SHARED INTEREST INC, founded in 1995, is a community nonprofit in the International Affairs sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROMOTE THE EQUITABLE DEVELOPMENT OF POST-APARTHEID SOUTH AFRICA AND NEIGHBORING COUNTRIES BY GUARANTEEING BANK LOANS TO LOW-INCOME BORROWERS SO THAT THEY MAYSUPPORT THEIR FAMILIES, BUILD OR EXPAND THEIR DWELLINGS OR STARTBUSINESSES WHICH IN TURN GENERATE EMPLOYMENT FOR OTHERS IN THEIRCOMMUNITIES.

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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 $683,911

Program Service Revenue $281,657

Investment Income $229,456

Other Revenue $-41,296

TOTAL REVENUE $1,153,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $554,312

Fundraising Expenses $110,028

Program Expenses $1,077,066

Other Expenses $723,921

TOTAL EXPENSES $1,278,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,153,728	$1,239,659	-0.1%
Expenses	$1,278,233	$1,629,760	-0.2%
Net Income	$-124,505	$-390,101	-0.7%

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

100

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

$185,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARRON MCPHERSON	DIRECTOR & CHAIR	4.00	Officer Director	$0	$0	$0
DAVID WILDMAN	DIRECTOR & VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
LOUISE NANKIINGA	DIRECTOR & TREASURER	3.00	Officer Director	$0	$0	$0
ADRIENNE BAILEY	DIRECTOR & SECRETARY	3.00	Officer Director	$0	$0	$0
SANDRA APPIAH	DIRECTOR	2.00	Director	$0	$0	$0
ALEAH BACQUIE VAUGHN	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA BENJAMIN	DIRECTOR	2.00	Director	$0	$0	$0
LEA CONRAD	DIRECTOR	2.00	Director	$0	$0	$0
SCHUYLA GOODSON	DIRECTOR	2.00	Director	$0	$0	$0
DIANE KEEFE	DIRECTOR	2.00	Director	$0	$0	$0
FAITH KHANYILE	DIRECTOR	2.00	Director	$0	$0	$0
STACY MANVITZ	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN MARX	DIRECTOR	2.00	Director	$0	$0	$0
CHARLOTTE MCCLAIN-NHLAPO	DIRECTOR	2.00	Director	$0	$0	$0
LINNIE MCLEAN	DIRECTOR	2.00	Director	$0	$0	$0
PALESA MORUDU	DIRECTOR	2.00	Director	$0	$0	$0
JIM MUNSON	DIRECTOR	2.00	Director	$0	$0	$0
SIPHIWE NODWELE	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY SMITH	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA SPENCE	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD TOLLIVER	DIRECTOR	2.00	Director	$0	$0	$0
ANN MCMIKEL	EXECUTIVE DIRECTOR	50.00	Officer	$185,000	$0	$185,000
SHUKURA SHEARS	DIR OF INDIVIDUAL GIVING	45.00	Highest	$106,187	$0	$106,187

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	$1,153,728	$1,278,233	$12,827,933	$-124,505
2022	$1,239,659	$1,629,760	$14,330,122	$-390,101
2021	$1,510,190	$1,327,621	$15,315,615	$182,569
2020	$1,514,840	$1,400,613	$15,352,690	$114,227
2019	$1,585,044	$1,871,536	$17,286,554	$-286,492
2018	$1,739,792	$1,296,584	$16,934,536	$443,208

SHARED INTEREST INC