THE SHACKELFORD FAMILY FOUNDATION (EIN 311418621) - 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

1996

Legal Domicile

Principal Officer

SCOTT G HEITKAMP

Phone

6142514000

Tax Period

2024-01-01 to 2024-12-31

THE SHACKELFORD FAMILY FOUNDATION, founded in 1996, is a community nonprofit in the Unknown sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 488% from the prior year, signaling strong growth momentum. The organization ran a surplus of $911K, a strong 69% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO SUPPORT EDUCATIONAL ISSUES AND OTHER CHARITABLE AND RELIGIOUS PURPOSES.

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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 $1,322,980

Other Revenue $-89

TOTAL REVENUE $1,322,891

Expense Breakdown

Grants Paid $374,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $374,400

Other Expenses $37,855

TOTAL EXPENSES $412,255

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,322,891	$225,068	+4.9%
Expenses	$412,255	$275,442	+0.5%
Net Income	$910,636	$-50,374	-19.1%

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

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

$1,394,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISON S MONAGHAN	CHAIR/TRUSTEE	1.00	Officer Director	$0	$0	$0
AMY LOUIS	VICE CHAIR/SECY/TRUSTEE	1.00	Officer Director	$0	$0	$0
LEE SHACKELFORD	VICE CHAIR/TREAS/TRUSTEE	1.00	Officer Director	$0	$0	$0
DON M CASTO III	TRUSTEE	1.00	Director	$0	$0	$0
M JAMESON CRANE	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS E HOAGLIN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN S WITTMANN	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS F KRIDLER	ASST SECY/PRESIDENT	0.50	Officer	$0	$107,467	$1,012,706
SCOTT G HEITKAMP	ASST TREASURER	0.50	Officer	$0	$63,398	$381,890

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	$1,322,891	$412,255	$10,932,632	$910,636
2023	$225,068	$275,442	$10,008,520	$-50,374
2022	$276,482	$356,822	$8,793,074	$-80,340
2021	$7,902,773	$4,015,963	$10,905,082	$3,886,810
2020	$2,406,452	$2,321,994	$12,998,272	$84,458
2019	$455,838	$382,552	$10,978,717	$73,286
2018	$482,234	$361,562	$8,874,129	$120,672

THE SHACKELFORD FAMILY FOUNDATION