Thomas P and Sondra D Sheehan Charitable Foundation Inc (EIN 262865905) - 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

2008

Legal Domicile

Phone

3178432479

Tax Period

2024-01-01 to 2024-12-31

Thomas P and Sondra D Sheehan Charitable Foundation Inc, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $518K in total revenue in fiscal year 2024. Revenue surged 139% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 25% operating margin.

Mission

OUR MISSION IS TO IMPROVE THE LIVES OF UNDER INSURED CHILDREN WITH PHYSICAL DEFORMITIES AND OTHER MEDICAL ISSUES.

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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 $0

Program Service Revenue $0

Investment Income $517,794

Other Revenue $0

TOTAL REVENUE $517,794

Expense Breakdown

Grants Paid $317,062

Salaries & Benefits $24,282

Fundraising Expenses $0

Program Expenses $359,059

Other Expenses $46,381

TOTAL EXPENSES $387,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$517,794	$216,496	+1.4%
Expenses	$387,725	$437,897	-0.1%
Net Income	$130,069	$-221,401	-1.6%

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

N/A

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

$809,395

Total Directors

$809,395

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BARTENBACH	ASSISTANT TREASURER	1.0	Officer Director	$12,974	$48,231	$480,694
SONDRA SHEEHAN	TREASURER	1.0	Officer Director	$0	$0	$0
THOMAS KILIAN	SECRETARY	1.0	Officer Director	$9,104	$25,245	$328,701
THOMAS P SHEEHAN	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
TRACEY L SHEEHAN	CHAIRMAN	1.0	Officer Director	$0	$0	$0
C WILLIAM HANKE MD	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL RECHIN	DIRECTOR	1.0	Director	$0	$0	$0
PATRICK GOTTSCHALK	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD GORDON	DIRECTOR	1.0	Director	$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	$517,794	$387,725	$6,744,416	$130,069
2023	$216,496	$437,897	$6,319,916	$-221,401
2022	$253,686	$376,296	$6,089,578	$-122,610
2021	$576,742	$400,595	$7,202,969	$176,147
2020	$430,035	$507,457	$5,927,664	$-77,422
2019	$382,625	$546,671	$5,853,812	$-164,046
2018	$102,607	$361,431	$5,658,206	$-258,824

Thomas P and Sondra D Sheehan Charitable Foundation Inc