THE SHEPHERDS CLINIC - WILLIAM HM FINNEY (EIN 311750905) - 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

DAVID FINNEY

Phone

4104677140

Tax Period

2024-07-01 to 2025-06-30

THE SHEPHERDS CLINIC - WILLIAM HM FINNEY, founded in 1998, is a small nonprofit in the Health Care sector that reported $173K in total revenue in fiscal year 2024. Expenses of $210K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO SUPPORT AND CREATE AN ENDOWMENT FOR THE SHEPHERDS CLINIC, INC. WHICH PROVIDES FREE HEALTH CARE TO THOSE IN OUR COMMUNITY WHO ARE UNABLE TO AFFORD HEALTH INSURANCE.

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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 $10,680

Other Revenue $162,772

TOTAL REVENUE $173,452

Expense Breakdown

Grants Paid $167,642

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $206,639

Other Expenses $42,659

TOTAL EXPENSES $210,301

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,452	$173,044	+0.0%
Expenses	$210,301	$188,464	+0.1%
Net Income	$-36,849	$-15,420	+1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FINNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
W CLARK FINNEY	SECRETARY	1.00	Officer 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	$173,452	$210,301	$1,189,288	$-36,849
2024	$173,044	$188,464	$1,226,137	$-15,420
2023	$161,503	$223,869	$1,241,557	$-62,366
2022	$156,286	$93,483	$1,303,923	$62,803
2021	$241,781	$180,861	$1,241,121	$60,920
2021	$241,781	$180,861	$1,241,121	$60,920
2020	$228,592	$189,180	$1,180,200	$39,412
2019	$243,018	$290,731	$1,140,788	$-47,713
2018	$243,376	$262,954	$1,201,983	$-19,578

THE SHEPHERDS CLINIC - WILLIAM HM FINNEY