SHAREWELL (EIN 201470992) - 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

2005

Legal Domicile

Principal Officer

JESSICA ARONOFF

Phone

4244168328

Tax Period

2022-07-01 to 2023-06-30

SHAREWELL, founded in 2005, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.9M in total revenue in fiscal year 2022. Expenses of $6.4M exceeded revenue, resulting in a 30% operating deficit.

Mission

ACTIVATE THE POWER OF PLAY TO ENRICH THE LIVES OF CHILDREN AND THEIR FAMILIES, BUILD STRONGER COMMUNITIES, AND CREATE A BETTER WORLD.

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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 $3,497,742

Program Service Revenue $1,670,805

Investment Income $30,928

Other Revenue $-264,960

TOTAL REVENUE $4,934,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,774,403

Fundraising Expenses $544,117

Program Expenses $4,697,655

Other Expenses $3,661,233

TOTAL EXPENSES $6,435,636

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,934,515	$4,600,409	+0.1%
Expenses	$6,435,636	$5,450,049	+0.2%
Net Income	$-1,501,121	$-849,640	+0.8%

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

$578,463

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL FREED	CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN GOLDSMITH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
HEATHER LINDSEY	TREASURER	1.00	Officer Director	$0	$0	$0
KENDRA BRACKEN-FERGUSON	SECRETARY (UNTIL 11/2022)	1.00	Officer Director	$0	$0	$0
HILLARY MOW CERVIERI	SECRETARY (BEGINNING 11/2022)	1.00	Officer Director	$0	$0	$0
SUSAN AMSTER	DIRECTOR	1.00	Director	$0	$0	$0
NATHANIEL BACH	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BEGGS	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER BRAUN	DIRECTOR	1.00	Director	$0	$0	$0
KAREY BURKE	DIRECTOR	1.00	Director	$0	$0	$0
BARRY CAYTON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER E COHEN	DIRECTOR	1.00	Director	$0	$0	$0
NISHITA CUMMINGS	DIRECTOR (UNTIL 2/2023)	1.00	Director	$0	$0	$0
CRAIG ERWICH	DIRECTOR	1.00	Director	$0	$0	$0
ARYEH GOLDBERG	DIRECTOR	1.00	Director	$0	$0	$0
SYDNEY HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
ANDY KAPLAN	DIRECTOR (UNTIL 8/2022)	1.00	Director	$0	$0	$0
ANDY KLEINMAN	DIRECTOR	1.00	Director	$0	$0	$0
PAULINE MALCOLM-THORNTON	DIRECTOR (UNTIL 4/2023)	1.00	Director	$0	$0	$0
ANDY MEYERS	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY MIZEL	DIRECTOR	1.00	Director	$0	$0	$0
DANA PACHULSKI	DIRECTOR (UNTIL 4/2023)	1.00	Director	$0	$0	$0
AASHIKA PATEL	DIRECTOR	1.00	Director	$0	$0	$0
RAYNI WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD A SMITH	DIRECTOR (UNTIL 3/2023)	1.00	Director	$0	$0	$0
SHERYL WACHTEL	DIRECTOR	1.00	Director	$0	$0	$0
ADAM WALTUCH	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN WASHINGTON	DIRECTOR	1.00	Director	$0	$0	$0
GRANT WITHERS	DIRECTOR	1.00	Director	$0	$0	$0
ESTHER NETTER	PRESIDENT & FOUNDER	40.00	Officer	$248,240	$114,140	$362,380
JESSICA ARONOFF	CHIEF EXECUTIVE OFFICER	40.00	Officer	$178,369	$16,459	$194,828
CHRISTOPHER JACKSON	CHIEF OPERATING OFFICER	40.00	Officer	$19,630	$1,625	$21,255
CARLY HARRILL	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$150,100	$9,162	$159,262
LISA SHERMAN-COLT	CHIEF PROGRAM OFFICER	40.00	Highest	$122,050	$7,714	$129,764

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	$4,934,515	$6,435,636	$24,570,712	$-1,501,121
2022	$4,600,409	$5,450,049	$13,975,819	$-849,640
2021	$3,394,744	$4,577,727	$15,712,554	$-1,182,983
2020	$4,992,597	$6,526,491	$17,604,157	$-1,533,894
2018	$9,364,480	$2,688,265	$7,916,128	$6,676,215

SHAREWELL