SHEFFIELD PLACE (EIN 431532267) - 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

1989

Legal Domicile

Principal Officer

KELLY WELCH

Phone

8164839927

Tax Period

2025-01-01 to 2025-12-31

SHEFFIELD PLACE, founded in 1989, is a community nonprofit in the Housing & Shelter sector that reported $3.3M in total revenue in fiscal year 2025. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $708K, a strong 21% operating margin.

Mission

TO EMPOWER HOMELESS MOTHERS AND THEIR CHILDREN TO HEAL FROM THEIR TRAUMA AND BECOME SELF-SUFFICIENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $3,128,951

Program Service Revenue $50,477

Investment Income $221,837

Other Revenue $-56,036

TOTAL REVENUE $3,345,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,706,767

Fundraising Expenses $213,350

Program Expenses $2,216,172

Other Expenses $930,702

TOTAL EXPENSES $2,637,469

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,345,229	$4,675,493	-0.3%
Expenses	$2,637,469	$2,217,702	+0.2%
Net Income	$707,760	$2,457,791	-0.7%

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

223

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

$195,056

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY WELCH	CEOPRESIDENT	45.00	Officer	$174,810	$20,246	$195,056
MISSY ANDEEL	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTIAN CHALABI	DIRECTOR	2.00	Director	$0	$0	$0
CRISSY DEL PERCIO	DIRECTOR	2.00	Director	$0	$0	$0
BEN MCANANY	DIRECTOR	2.00	Director	$0	$0	$0
JAMES MELTON	DIRECTOR	2.00	Director	$0	$0	$0
HOANG NGUYEN	DIRECTOR	2.00	Director	$0	$0	$0
NATALIE OBANNON	DIRECTOR	2.00	Director	$0	$0	$0
SKYLER PHELPS	DIRECTOR	2.00	Director	$0	$0	$0
MAUREEN PURCELL	DIRECTOR	2.00	Director	$0	$0	$0
SARAH SANCHEZ	DIRECTOR	2.00	Director	$0	$0	$0
TANDRA STACER	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN ST JOHN	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH SCHWARTZKOPF	DIRECTOR	2.00	Director	$0	$0	$0
LANCE SANDAGE	CHAIR	2.00	Officer Director	$0	$0	$0
SARAH HOLDMEYER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BRYAN PETERSON	TREASURER	2.00	Officer Director	$0	$0	$0
KYLE SINER	PAST CHAIR	2.00	Officer Director	$0	$0	$0
JENNIFER HOGAN	AT-LARGE	2.00	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	$3,345,229	$2,637,469	$9,019,274	$707,760
2024	$4,675,493	$2,217,702	$8,224,966	$2,457,791
2023	$3,053,579	$2,055,591	$5,720,779	$997,988
2022	$2,331,773	$1,833,583	$4,666,862	$498,190
2021	$2,183,282	$1,800,349	$4,172,612	$382,933
2020	$1,937,712	$1,698,719	$3,756,396	$238,993
2019	$3,104,160	$1,524,697	$3,559,852	$1,579,463
2018	$1,456,428	$1,271,343	$1,962,699	$185,085

SHEFFIELD PLACE