SHEPHERDS FOUNDATION INC (EIN 201344722) - 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

Principal Officer

BRIAN CANRIGHT

Phone

2628785620

Tax Period

2024-07-01 to 2025-06-30

SHEPHERDS FOUNDATION INC, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TYPE I SUPPORTING ORGANIZATION FOR SHEPHERDS MINISTRIES, INC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,787,980

Program Service Revenue $0

Investment Income $70

Other Revenue $0

TOTAL REVENUE $2,788,050

Expense Breakdown

Grants Paid $1,795,615

Salaries & Benefits $811,968

Fundraising Expenses $0

Program Expenses $2,708,718

Other Expenses $229,907

TOTAL EXPENSES $2,837,490

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,788,050	$2,494,464	+0.1%
Expenses	$2,837,490	$2,496,141	+0.1%
Net Income	$-49,440	$-1,677	+28.5%

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

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

$369,413

Total Directors

$200,874

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY TERRILL	DIRECTOR	1.00	Director	$0	$76,729	$200,874
SCOTT HUEDEPOHL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
PAUL WILKEN	TREASURER	1.00	Officer Director	$0	$0	$0
DR BILL LODEWYK	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA BRAEGER	DIRECTOR	1.00	Director	$0	$0	$0
MARK STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MATTHIESEN	DIRECTOR	1.00	Director	$0	$0	$0
DEAN NIEWOLNY	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY ERICKSON	DIRECTOR	1.00	Director	$0	$0	$0
KIM LONGO	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN CANRIGHT	PRESIDENT	40.00	Officer	$0	$26,397	$151,142
CARRIE ZIEBELL	SECRETARY	1.00	Officer	$0	$20,359	$112,326
BRYAN TOMCZAK	VP OF FINANCE	1.00	Officer	$0	$3,688	$105,945
DAVID TENNYCK	VP OF ADVANCEMENT	40.00	Highest	$119,631	$19,099	$138,730

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	$2,788,050	$2,837,490	$3,598,596	$-49,440
2024	$2,494,464	$2,496,141	$3,316,178	$-1,677
2023	$2,459,505	$2,591,184	$3,038,804	$-131,679
2022	$2,177,112	$2,102,670	$3,010,334	$74,442
2021	$3,302,927	$3,327,250	$3,524,006	$-24,323
2020	$3,972,358	$3,574,833	$2,992,427	$397,525
2019	$3,079,496	$3,270,844	$2,565,003	$-191,348
2018	$3,205,056	$3,159,045	$2,687,739	$46,011

SHEPHERDS FOUNDATION INC