SHEPHERD'S HEART INC

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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

2023

Legal Domicile

Principal Officer

SARAH BERGREN

Phone

2697623555

Tax Period

2024-01-01 to 2024-12-31

SHEPHERD'S HEART INC, founded in 2023, is a small nonprofit in the Mental Health sector that reported $128K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $142K exceeded revenue, resulting in a 10% operating deficit.

Mission

SHEPHERD'S HEART IS A BIBLICALLY CENTERED, CLINICALLY INFORMED COUNSELING MINISTRY THAT OFFERS COMFORT, HOPE, AND HEALING TO THOSE STRUGGLING WITH SPIRITUAL, RELATIONAL, EMOTIONAL, OR MENTAL HEALTH ISSUES.

Program Service Accomplishments

Program 1

Expenses: $91,641 Revenue: $29,642

PROVIDED BIBLICALLY CENTERED, CLINICALLY INFORMED COUNSELING

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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 $98,757

Program Service Revenue $29,642

Investment Income $0

Other Revenue $0

TOTAL REVENUE $128,399

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,604

Fundraising Expenses $22,540

Program Expenses $91,641

Other Expenses $46,250

TOTAL EXPENSES $141,854

Year-over-Year Comparison

	2024	2023	Change
Revenue	$128,399	$152,098	-0.2%
Expenses	$141,854	$84,382	+0.7%
Net Income	$-13,455	$67,716	-1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON BERGREN	SECRETARY	N/A	Officer Director	$0	$0	$0
SARAH BERGREN	PRESIDENT	N/A	Officer Director	$0	$0	$0
MIKE LAMPEN	TREASURER	N/A	Officer Director	$0	$0	$0
JASON LUKE	MEMBER	N/A	Director	$0	$0	$0
JIM PENZOTTI	MEMBER	N/A	Director	$0	$0	$0
SUE PENZOTTI	MEMBER	N/A	Director	$0	$0	$0
JOHN VANELK	MEMBER	N/A	Director	$0	$0	$0
WENDY VANELK	MEMBER	N/A	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	$128,399	$141,854	$54,261	$-13,455
2023	$152,098	$84,382	$67,716	$67,716