SHEPHERDS 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

1998

Legal Domicile

Principal Officer

JAMES E JOHNSEN

Phone

2033674273

Tax Period

2024-07-01 to 2025-06-30

SHEPHERDS INC, founded in 1998, is a small nonprofit in the Education sector that reported $696K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring.

Mission

SHEPHERDS' THREE PART PROGRAM PROVIDES FINANCIAL SUPPORT FOR STUDENTS TO ATTEND A PRIVATE, COLLEGE PREPARATORY HIGH SCHOOL IN THEIR LOCAL COMMUNITY, TRAINS AND COACHES ADULT VOLUNTEERS TO MENTOR EACH OF THESE STUDENTS ON A ONE-ON-ONE BASIS, AND ORGANIZES NUMEROUS EVENTS AND WORKSHOPS TO INTRODUCE ACADEMIC AND CAREER OPPORTUNITIES TO THE STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $621,203 Revenue: $15,280

2024-2025 ACCOMPLISHMENTS: RAISED SUFFICIENT FUNDS TO PROVIDE FINANCIAL SUPPORT FOR 64 STUDENTS TO ATTEND THREE PRIVATE, COLLEGE PREPARATORY HIGH SCHOOLS, ONE IN BRIDGEPORT, CT, ONE IN MILFORD, CT...

2024-2025 ACCOMPLISHMENTS: RAISED SUFFICIENT FUNDS TO PROVIDE FINANCIAL SUPPORT FOR 64 STUDENTS TO ATTEND THREE PRIVATE, COLLEGE PREPARATORY HIGH SCHOOLS, ONE IN BRIDGEPORT, CT, ONE IN MILFORD, CT AND THE OTHER IN WEST HAVEN, CT. 12 SHEPHERDS STUDENTS GRADUATED FROM THEIR HIGH SCHOOLS AND HAD MULTIPLE COLLEGE ACCEPTANCES WITH SUFFICIENT SCHOLARSHIPS AND FINANCIAL AID TO ATTEND THE COLLEGE OF THEIR CHOICE. RECRUITED AND TRAINED 20 NEW ADULT MENTORS AND COACHED 64 MENTORS IN THEIR ROLE. PROVIDED EXTENSIVE ACADEMIC, COLLEGE PREP, AND SOCIAL AND LIFE SKILLS WORKSHOPS TO STUDENTS THROUGHOUT THE YEAR, INCLUDING COLLEGE TOURS, SPORTING EVENTS AND COMMUNITY SERVICE ACTIVITIES.

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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 $648,655

Program Service Revenue $15,280

Investment Income $32,275

Other Revenue $0

TOTAL REVENUE $696,210

Expense Breakdown

Grants Paid $305,606

Salaries & Benefits $315,285

Fundraising Expenses $78,891

Program Expenses $621,203

Other Expenses $113,708

TOTAL EXPENSES $734,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$696,210	$1,154,889	-0.4%
Expenses	$734,599	$757,114	0.0%
Net Income	$-38,389	$397,775	-1.1%

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

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

$117,504

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY MAGEE	EXECUTIVE DIRECTOR	40.0	Officer	$117,504	$0	$117,504
BARNET PHILLIPS IV ESQ	VICE-CHAIR & FOUNDER	1.0	Officer Director	$0	$0	$0
CARRIE SINDELAR	DIRECTOR	1.0	Director	$0	$0	$0
DANIEL MCAULIFFE	DIRECTOR	1.0	Director	$0	$0	$0
JAMES E JOHNSEN	TREASURER	1.0	Officer Director	$0	$0	$0
HUGH MCCRORY	SECRETARY	1.0	Officer Director	$0	$0	$0
LISETTE CURRIER MARTINEZ	CHAIR	1.0	Officer Director	$0	$0	$0
THOMAS WYNNE	DIRECTOR (THRU MAY 2025)	1.0	Director	$0	$0	$0
TIMOTHY J STUART	DIRECTOR & FOUNDING PARTNER	1.0	Director	$0	$0	$0
JANE ALBANO PURCELL	DIRECTOR (THRU FEBRUARY 2025)	1.0	Director	$0	$0	$0
JAMES O'NEIL	DIRECTOR	1.0	Director	$0	$0	$0
GINA GARZON	DIRECTOR	1.0	Director	$0	$0	$0
SADHANA JOLIET	DIRECTOR (AS OF MAY 2025)	1.0	Director	$0	$0	$0
GREG DILLON	DIRECTOR	1.0	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	$696,210	$734,599	$862,617	$-38,389
2024	$1,154,889	$757,114	$899,916	$397,775
2023	$623,845	$656,753	$598,657	$-32,908
2022	$675,237	$574,665	$519,213	$100,572
2020	$483,830	$646,864	$463,740	$-163,034
2019	$1,083,408	$654,462	$586,574	$428,946
2019	$1,018,513	$654,462	$586,574	$364,051
2018	$593,710	$592,777	$213,072	$933