SHARED VISION INC (EIN 363977636) - 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

1994

Legal Domicile

Principal Officer

TED H LAWRENCE

Phone

7088373378

Tax Period

2023-01-01 to 2023-12-31

SHARED VISION INC, founded in 1994, is a community nonprofit in the Mental Health sector that reported $2.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE MENTAL HEALTH SERVICES TO CHILDREN, ADOLESCENTS AND FAMILIES, WHO ARE AT HIGH RISK FOR ABUSE, NEGLECT AND FAILURE TO THRIVE EMOTIONALLY AND ACADEMICALLY, TO TRAIN AND CERTIFY CLINICAL PSYCHOLOGISTS AND THERAPISTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,382,376

Investment Income $843

Other Revenue $0

TOTAL REVENUE $2,383,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,911,393

Fundraising Expenses $0

Program Expenses $2,038,462

Other Expenses $465,264

TOTAL EXPENSES $2,376,657

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,383,219	$2,192,356	+0.1%
Expenses	$2,376,657	$2,284,441	+0.0%
Net Income	$6,562	$-92,085	-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

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

$224,219

Total Directors

$224,219

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR CINDY TRAWINSKI	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR MYRA M LAWRENCE	DIRECTOR	40.00	Officer Director	$20,777	$0	$20,777
TED H LAWRENCE	TREASURER	5.00	Officer Director	$14,000	$0	$14,000
DR PAT BERNBOM	SECRETARY	1.00	Director	$0	$0	$0
MONNA O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN CONDON	DIRECTOR	40.00	Officer Director	$189,442	$0	$189,442
PAMELA MCMULLIN	PSYCHOLOGIST	40.00	Highest	$129,635	$11,500	$141,135
SARI ROSENBERG	PSYCHOLOGIST	40.00	Highest	$136,152	$0	$136,152
MEGHAN PASHA	PSYCHOLOGIST	40.00	Highest	$114,624	$4,100	$118,724
OLIVIA DOCKSER	PSYCHOLOGIST	40.00	Highest	$121,756	$0	$121,756
COLLIN STEELE SHOTTS	PSYCHOLOGIST	40.00	Highest	$117,616	$0	$117,616

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	No data	No data	No data	No data
2023	$2,383,219	$2,376,657	$2,809,193	$6,562
2022	$2,192,356	$2,284,441	$1,700,588	$-92,085
2021	$2,830,342	$2,328,504	$1,587,464	$501,838
2020	$2,506,918	$2,168,270	$1,358,085	$338,648
2019	$1,977,548	$1,853,539	$796,300	$124,009
2018	$1,849,665	$1,887,452	$620,448	$-37,787

SHARED VISION INC