MATTHEW SHEPARD FOUNDATION (EIN 311640047) - 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

1998

Legal Domicile

Principal Officer

WARREN GREENE

Phone

3038307400

Tax Period

2024-07-01 to 2025-06-30

MATTHEW SHEPARD FOUNDATION, founded in 1998, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.4M exceeded revenue, resulting in a 16% operating deficit.

Mission

TO ERASE HATE BY REPLACING IT WITH UNDERSTANDING, COMPASSION AND ACCEPTANCE.

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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 $1,282,071

Program Service Revenue $60,319

Investment Income $31,149

Other Revenue $-204,272

TOTAL REVENUE $1,169,267

Expense Breakdown

Grants Paid $23,631

Salaries & Benefits $649,524

Fundraising Expenses $282,645

Program Expenses $916,366

Other Expenses $677,970

TOTAL EXPENSES $1,351,125

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,169,267	$1,212,498	0.0%
Expenses	$1,351,125	$1,342,457	+0.0%
Net Income	$-181,858	$-129,959	+0.4%

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

$236,091

Total Directors

$236,091

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY SHEPARD	CHAIR/PRESIDENT	40.00	Officer Director	$125,000	$4,174	$129,174
WARREN GREENE	DIR. OF OPERATIONS	40.00	Officer Director	$80,458	$3,092	$83,550
DANA JUNIEL	VP STRATEGY & COMM. (THRU 03/24)	40.00	Officer Director	$20,408	$2,959	$23,367
SANDRA ANADIOTIS	TREASURER	2.00	Officer Director	$0	$0	$0
GREG MIRAGLIA	DIRECTOR	2.00	Director	$0	$0	$0
BECKY MONROE	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SULLIVAN	SECRETARY	2.00	Director	$0	$0	$0
BOB WITECK	DIRECTOR	2.00	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
2025	$1,169,267	$1,351,125	$1,044,754	$-181,858
2024	$1,212,498	$1,342,457	$1,312,432	$-129,959
2023	$1,466,924	$1,364,561	$1,364,588	$102,363
2022	$1,167,333	$1,151,675	$1,048,119	$15,658
2021	$1,104,644	$865,583	$872,713	$239,061
2020	$1,253,430	$1,201,893	$524,661	$51,537
2019	$1,298,439	$1,155,980	$474,871	$142,459
2018	$910,072	$1,052,277	$351,527	$-142,205

MATTHEW SHEPARD FOUNDATION