SHARED JOURNEYS (EIN 270076239) - 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

2004

Legal Domicile

Principal Officer

STEPHANIE POOLE

Phone

2063672124

Tax Period

2023-01-01 to 2023-12-31

SHARED JOURNEYS, founded in 2004, is a community nonprofit in the Human Services sector that reported $4.5M in total revenue in fiscal year 2023.

Mission

TO PROVIDE SUPPORTED LIVING SERVICES TO CLIENTS WITH DEVELOPMENTAL DISABILITIES

🔒

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 $0

Program Service Revenue $4,437,955

Investment Income $51,720

Other Revenue $0

TOTAL REVENUE $4,489,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,367,615

Fundraising Expenses $0

Program Expenses $4,358,398

Other Expenses $189,189

TOTAL EXPENSES $4,556,804

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,489,675	$4,631,809	0.0%
Expenses	$4,556,804	$4,208,754	+0.1%
Net Income	$-67,129	$423,055	-1.2%

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

$112,406

Total Directors

$112,406

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE POOLE	PRESIDENT	40.00	Officer Director	$100,308	$12,098	$112,406
JOHN CARSON	MEMBER AT LARGE	4.00	Director	$0	$0	$0
RON RANHEIM	MEMBER AT LARGE	4.00	Director	$0	$0	$0
TERRI ISRAEL	MEMBER AT LARGE	4.00	Director	$0	$0	$0
JAMIE GREEN	MEMBER AT LARGE	4.00	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	No data	No data	No data	No data
2023	$4,489,675	$4,556,804	$2,542,484	$-67,129
2022	$4,631,809	$4,208,754	$2,568,542	$423,055
2021	$4,379,283	$3,574,600	$2,171,435	$804,683
2020	$3,990,011	$3,271,096	$1,750,677	$718,915
2019	$2,955,689	$2,992,718	$594,256	$-37,029
2018	$2,856,239	$2,824,948	$614,227	$31,291

SHARED JOURNEYS