SHIELD-BEARER COUNSELING CENTERS (EIN 331125038) - 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

2005

Legal Domicile

Principal Officer

THAD CARDINE

Phone

2818947222

Tax Period

2024-01-01 to 2024-12-31

SHIELD-BEARER COUNSELING CENTERS, founded in 2005, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $966K left a modest 4% surplus.

Mission

SHIELD BEARER PROMOTES INDIVIDUAL GROWTH AND DEVELOPMENT, PRESERVES AND ENRICHES MARRIAGES AND STRENGTHENS AND UNITES FAMILIES.

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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 $265,506

Program Service Revenue $741,409

Investment Income $49

Other Revenue $760

TOTAL REVENUE $1,007,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $740,945

Fundraising Expenses $90,651

Program Expenses $758,623

Other Expenses $224,893

TOTAL EXPENSES $965,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,007,724	$1,074,211	-0.1%
Expenses	$965,838	$963,719	+0.0%
Net Income	$41,886	$110,492	-0.6%

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

150

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

$111,597

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW WHITE	CHAIR	4.00	Officer Director	$0	$0	$0
RENEE LEE	SECRETARY	4.00	Officer Director	$0	$0	$0
KEITH PETERSON	TREASURER	4.00	Officer Director	$0	$0	$0
MELISSA ROTHOLZ	DIRECTOR	2.00	Director	$0	$0	$0
SONAL TULJAPURKAR	DIRECTOR	2.00	Director	$0	$0	$0
THAD CARDINE	EXECUTIVE DI	40.00	Officer	$111,597	$0	$111,597

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	$1,007,724	$965,838	$367,136	$41,886
2023	$1,074,211	$963,719	$332,090	$110,492
2022	$884,511	$838,875	$232,096	$45,636
2021	$796,630	$731,050	$65,141	$65,580
2020	$706,586	$746,802	$52,509	$-40,216
2019	$722,795	$759,156	$38,744	$-36,361
2018	$631,089	$606,487	$78,134	$24,602

SHIELD-BEARER COUNSELING CENTERS