JOSHUA HARR SHANE FOUNDATION INC (EIN 203549310) - 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

2001

Legal Domicile

Principal Officer

JUDITH SHANE TRUSTEE

Phone

7327137549

Tax Period

2024-01-01 to 2024-12-31

JOSHUA HARR SHANE FOUNDATION INC, founded in 2001, is a small nonprofit in the Education sector that reported $123K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $111K left a modest 10% surplus.

Mission

SUPPORT OF LARGER CHARITABLE ORGANIZATIONS FOR THE BENEFIT OF SICK AND NEEDY CHILDREN, DIRECT FINANCIAL AID TO NEEDY FAMILIES WITH SICK CHILDREN, A SCHOLARSHIP PROGRAM, AND ASSISTANCE TO THOSE SERVING IN THE MILITARY

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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 $122,239

Program Service Revenue $0

Investment Income $995

Other Revenue $0

TOTAL REVENUE $123,234

Expense Breakdown

Grants Paid $48,850

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,051

Other Expenses $61,709

TOTAL EXPENSES $110,559

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,234	$112,406	+0.1%
Expenses	$110,559	$96,594	+0.1%
Net Income	$12,675	$15,812	-0.2%

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

333

Independent Members

N/A

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
BREE MARCHIONE	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA ALPERT	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL COCCIOLILLO	TRUSTEE	0.00	Director	$0	$0	$0
JUDITH SHANE	TRUSTEE	20.00	Officer	$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	$123,234	$110,559	$85,651	$12,675
2023	$112,406	$96,594	$78,568	$15,812
2022	$119,377	$172,585	$64,848	$-53,208
2021	$110,880	$84,003	$121,173	$26,877
2020	$87,562	$100,855	$83,785	$-13,293
2019	$170,374	$184,561	$121,966	$-14,187
2018	$159,455	$193,942	$112,325	$-34,487

JOSHUA HARR SHANE FOUNDATION INC