SHELTER OF WISDOM (EIN 261099859) - 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

2006

Legal Domicile

Principal Officer

CAROLINA JESUS

Phone

8083839498

Tax Period

2023-01-01 to 2023-12-31

SHELTER OF WISDOM, founded in 2006, is a small nonprofit in the Mental Health sector that reported $157K in total revenue in fiscal year 2023. Expenses of $194K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO BENEFIT THE PUBLIC INTEREST IN RELIEF OF THE POOR, THE DISTRESSED, THE UNDERPRIVILEGED, THE ADVANCEMENT OF CHRISTIANITY AND TO LESSON THE BURDENS OF GOVERNMENT.

🔒

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 $56,555

Program Service Revenue $100,184

Investment Income $25

Other Revenue $0

TOTAL REVENUE $156,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,546

Fundraising Expenses $0

Program Expenses $174,713

Other Expenses $158,590

TOTAL EXPENSES $194,136

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,764	$150,415	+0.0%
Expenses	$194,136	$195,505	0.0%
Net Income	$-37,372	$-45,090	-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

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

$32,400

Total Directors

$32,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT WURLITZER	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT DOERINGER	TREASURER/DIRECTOR	0.50	Officer Director	$0	$0	$0
CAROLINA JESUS	PRES/SEC/DIRECTOR	40.00	Officer Director	$0	$0	$0
SAI SOORIYAKUMAR	VP/DIRECTOR	0.50	Officer Director	$32,400	$0	$32,400

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	$156,764	$194,136	$162,920	$-37,372
2022	$150,415	$195,505	$199,210	$-45,090
2021	$210,857	$202,828	$244,437	$8,029
2020	$270,291	$273,086	$245,799	$-2,795
2019	$342,888	$299,505	$241,300	$43,383
2018	$340,429	$284,746	$199,769	$55,683

SHELTER OF WISDOM