SHARES INC (EIN 351389005) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

PEG DOVIDAS

Phone

3178354198

Tax Period

2024-07-01 to 2025-06-30

SHARES INC, founded in 1977, is a community nonprofit in the Education sector that reported $5.2M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

HANDICAP ASSISTANCE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $468,653

Program Service Revenue $2,727,328

Investment Income $0

Other Revenue $2,022,045

TOTAL REVENUE $5,218,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,715,643

Fundraising Expenses $0

Program Expenses $4,386,903

Other Expenses $1,397,177

TOTAL EXPENSES $5,112,820

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,218,026	$4,675,807	+0.1%
Expenses	$5,112,820	$4,874,713	+0.0%
Net Income	$105,206	$-198,906	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

295

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

$180,993

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN BETHEL	GENERAL MANA	N/A	Key Emp	$180,993	$0	$180,993
VARSHA MAHTA	DIRECTOR	N/A	Director	$0	$0	$0
MICHELE COFFEY	TREASURER	N/A	Officer	$0	$0	$0
PEG DOVIDAS	PRESIDENT	N/A	Officer	$0	$0	$0
STEVE SICKBERT	VICE PRESIDE	N/A	Officer	$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	$5,218,026	$5,112,820	$8,207,450	$105,206
2024	No data	No data	No data	No data
2023	$4,549,217	$4,909,884	$9,271,169	$-360,667
2022	$5,565,431	$5,169,510	$9,744,679	$395,921
2021	$6,053,072	$4,562,005	$9,734,477	$1,491,067
2020	$6,359,306	$5,268,012	$9,469,342	$1,091,294
2019	$5,204,287	$5,133,249	$8,645,451	$71,038
2018	$6,117,916	$5,522,860	$8,811,243	$595,056

SHARES INC