THE GOOD SHEPHERD FUND

EIN: 237093399 501(c)(3) Philanthropy & Grantmaking

PHOENIX, AZ

Total Revenue
$2,547,873
Total Expenses
$2,843,804
Total Assets
$4,266,136
Net Assets
$4,072,218
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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
1970
Legal Domicile
CA
Principal Officer
NATE SCHNACKENBERG
Phone
4085739606
Tax Period
2023-01-01 to 2023-12-31

THE GOOD SHEPHERD FUND, founded in 1970, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $2.8M exceeded revenue, resulting in a 12% operating deficit.

Mission

CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $458,217
Program Service Revenue $1,679,805
Investment Income $401,967
Other Revenue $7,884
TOTAL REVENUE $2,547,873

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $135,164
Program Expenses $2,453,648
Other Expenses $2,843,804
TOTAL EXPENSES $2,843,804

Year-over-Year Comparison

2023 2022 Change
Revenue $2,547,873 $2,802,584 -0.1%
Expenses $2,843,804 $1,869,696 +0.5%
Net Income $-295,931 $932,888 -1.3%
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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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
6

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
8
$717,723
Total Directors
6
$247,534
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID JOHNSON BOARD PRESIDENT/CHAIR 3.00
Officer Director
$0 $0 $0
TREVOR PATTERSON VICE PRESIDENT/CHAIR 3.00
Officer Director
$0 $0 $0
REUBEN HELICK TREASURER 3.00
Officer Director
$0 $0 $0
TED SIMOS BOARD MEMBER 3.00
Director
$0 $0 $0
NATE SCHNACKENBERG CEO 10.00
Officer Director
$0 $22,534 $247,534
KARIN CROSBY BOARD MEMBER 3.00
Director
$0 $0 $0
TOM AVRAMIS SPECIAL ADVISOR 10.00
Officer
$0 $38,853 $110,307
JOANNE BRASBERGER FORMER CFO 10.00
Officer
$0 $8,559 $95,191
CHARNISE MOTHERSHED COO 10.00
Officer
$0 $16,873 $144,688
BENJAMIN RUMNEY CFO 10.00
Officer
$0 $14,042 $120,003
GAU XIANG VP OF AUM 10.00
Highest
$0 $15,412 $119,268
VANESSA MERINO DIRCTOR OF CARE SERVICES 10.00
Highest
$0 $3,895 $107,549
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 No data No data No data No data
2023 $2,547,873 $2,843,804 $4,266,136 $-295,931
2022 $2,802,584 $1,869,696 $4,671,075 $932,888
2021 $2,247,954 $1,715,344 $6,406,553 $532,610
2020 $1,441,883 $2,810,120 $5,666,558 $-1,368,237
2018 $1,471,331 $2,593,550 $31,994,553 $-1,122,219
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