FRIENDLY SONS OF THE SHILLELAGH (EIN 223349014) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

JOHN PADGETT

Phone

7326817576

Tax Period

2023-07-01 to 2024-06-30

FRIENDLY SONS OF THE SHILLELAGH, founded in 1991, is a small nonprofit in the Human Services sector that reported $677K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $107K, a strong 16% operating margin.

Mission

THE ORDER OF THE FRIENDLY SONS OF THE SHILLELAGH IS DEDICATED TO THE PURPOSE OF PROMOTING AND ENHANCING IRISH CULTURE, FRATERNITY AND GOOD FELLOWSHIP OF ITS MEMBERSHIP AND FOR THE BETTERMENT OF THE COMMUNITY AND NEIGHBORING COMMUNITIES THROUGH WORKS OF CHARITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,190

Program Service Revenue $324,120

Investment Income $5,048

Other Revenue $346,442

TOTAL REVENUE $676,800

Expense Breakdown

Grants Paid $62,057

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,141

Other Expenses $507,271

TOTAL EXPENSES $569,328

Year-over-Year Comparison

	2023	2022	Change
Revenue	$676,800	$619,712	+0.1%
Expenses	$569,328	$488,153	+0.2%
Net Income	$107,472	$131,559	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY BARNES	TRUSTEE	5.00	Director	$0	$0	$0
BILL CLOHOSEY	TRUSTEE	5.00	Director	$0	$0	$0
BILL COOK	TRUSTEE	5.00	Director	$0	$0	$0
MIKE KAHER	TRUSTEE	5.00	Director	$0	$0	$0
RICK MCKENNA	TRUSTEE	5.00	Director	$0	$0	$0
MATT DOHERTY	CORRESPONDIN	5.00	Officer	$0	$0	$0
KEVIN GIBLIN	RECORDING SE	5.00	Officer	$0	$0	$0
RYAN LAVENDAR	VICE PRESIDE	10.00	Officer	$0	$0	$0
RICH MACKAY	TREASURER	5.00	Officer	$0	$0	$0
JOHN PADGETT	PRESIDENT	10.00	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
2025	No data	No data	No data	No data
2024	$676,800	$569,328	$2,017,902	$107,472
2023	$619,712	$488,153	$2,043,123	$131,559
2022	$524,869	$451,416	$2,023,979	$73,453
2021	$496,795	$443,002	$2,020,023	$53,793
2020	$384,457	$383,423	$2,008,273	$1,034
2019	$506,898	$447,384	$2,036,245	$59,514
2018	$514,151	$489,590	$2,031,034	$24,561

FRIENDLY SONS OF THE SHILLELAGH