THE BENEFIT SHOP FOUNDATION (EIN 274219024) - 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

2011

Legal Domicile

Principal Officer

PAMELA STONE

Phone

9146023348

Tax Period

2023-01-01 to 2023-12-31

THE BENEFIT SHOP FOUNDATION, founded in 2011, is a community nonprofit in the Public & Societal Benefit sector that reported $2.9M in total revenue in fiscal year 2023.

Mission

THE BENEFIT SHOP FOUNDATION INC'S MISSION IS TO RECEIVE CONTRIBUTIONS WITH OPEN ARMS, RETURN THEM TO THE PUBLIC FOR RESALE AND USE THE MONEY TO SUPPORT OTHER LOCAL CHARITIES.

🔒

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 $2,910,945

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,910,945

Expense Breakdown

Grants Paid $23,712

Salaries & Benefits $627,554

Fundraising Expenses $0

Program Expenses $2,506,048

Other Expenses $2,195,777

TOTAL EXPENSES $2,847,043

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,910,945	$2,736,249	+0.1%
Expenses	$2,847,043	$3,021,442	-0.1%
Net Income	$63,902	$-285,193	-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

N/A

Employees

Volunteers

N/A

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

$137,485

Total Directors

$137,485

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA STONE	Director	40.00	Officer Director	$137,485	$0	$137,485

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	$2,910,945	$2,847,043	$808,379	$63,902
2022	$2,736,249	$3,021,442	$735,755	$-285,193
2021	$3,629,691	$3,501,781	$1,028,853	$127,910
2020	$2,951,012	$2,685,349	$880,896	$265,663
2019	$1,728,887	$1,379,366	$596,128	$349,521
2018	$1,003,620	$811,201	$227,381	$192,419

THE BENEFIT SHOP FOUNDATION