Kate Shea Foundation (EIN 200838036) - 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

2004

Legal Domicile

Phone

6467230135

Tax Period

2019-01-01 to 2019-12-31

Kate Shea Foundation, founded in 2004, is a micro nonprofit that reported $42K in total revenue in fiscal year 2019. Revenue decreased 13% compared to the prior year. Expenses of $67K exceeded revenue, resulting in a 58% operating deficit.

Mission

To support leukemia research and to assist individuals afflicted with leukemia.To provide financial assistance to further the cultural and academic education of youths as they strive to understand and accept global diversity as a reality.

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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 (2019)

Revenue Breakdown

Contributions & Grants $72,435

Program Service Revenue $0

Investment Income $40

Other Revenue $-30,267

TOTAL REVENUE $42,208

Expense Breakdown

Grants Paid $53,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,645

Other Expenses $13,561

TOTAL EXPENSES $66,561

Year-over-Year Comparison

	2019	2018	Change
Revenue	$42,208	$48,578	-0.1%
Expenses	$66,561	$50,528	+0.3%
Net Income	$-24,353	$-1,950	+11.5%

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

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
Edward Vincent	Director	2.00	Director	$0	$0	$0
Patrick Tully	Director	2.00	Director	$0	$0	$0
Ed Shea	Director	2.00	Director	$0	$0	$0
Ray Shea	Member	2.00	Director	$0	$0	$0
Mike Farrell	Member	2.00	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
2019	$42,208	$66,561	$74,638	$-24,353
2018	$48,578	$50,528	$98,991	$-1,950

Kate Shea Foundation