DR EDWARD B SHILS ENTREPRENEURIAL FUND INC (EIN 452496259) - 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

2011

Legal Domicile

Principal Officer

STEVEN W KESS

Phone

6318435500

Tax Period

2021-01-01 to 2021-12-31

DR EDWARD B SHILS ENTREPRENEURIAL FUND INC, founded in 2011, is a micro nonprofit in the Public & Societal Benefit sector that reported $72K in total revenue in fiscal year 2021. Revenue fell 270% from the prior year — a significant decline worth monitoring.

Mission

TO INSPIRE AND ENABLE NEW GENERATION OF ENTRERENEURS AND RECOGNIZE THOSE INDIVIDUALS, ORGANIZATIONSAND PROGRAMS THAT INFUENCED DENTAL, MEDICAL, AND PUBLIC HEALTH.

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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 (2021)

Revenue Breakdown

Contributions & Grants $75,186

Program Service Revenue $0

Investment Income $-147,178

Other Revenue $0

TOTAL REVENUE $-71,992

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,469

Other Expenses $38,214

TOTAL EXPENSES $48,214

Year-over-Year Comparison

	2021	2020	Change
Revenue	$-71,992	$42,342	-2.7%
Expenses	$48,214	$88,513	-0.5%
Net Income	$-120,206	$-46,171	+1.6%

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

N/A

Volunteers

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
STEVEN W KESS	PRESIDENT	5.00	Officer Director	$0	$0	$0
DR ALLEN FINKELSTEIN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANTHONY G MONTEMURRO	DIRECTOR	5.00	Director	$0	$0	$0
HENRY L BERMAN	DIRECTOR	5.00	Director	$0	$0	$0
KEITH DRAYER	TREASURER	5.00	Officer Director	$0	$0	$0
DR LAWRENCE CAPLIN	DIRECTOR	5.00	Director	$0	$0	$0
DR LOIS K COHEN	DIRECTOR	5.00	Director	$0	$0	$0
DR TERESA A DOLAN	DIRECTOR	5.00	Director	$0	$0	$0
DR LESLIE E GRANT	DIRECTOR	5.00	Director	$0	$0	$0
SONYA G SMITH	DIRECTOR	5.00	Director	$0	$0	$0
ALYSE O'KELLY	DIRECTOR	5.00	Director	$0	$0	$0
FOTINO S PANAGAKOS	DIRECTOR	5.00	Director	$0	$0	$0
DR LAWRENCE PAUL	DIRECTOR	5.00	Director	$0	$0	$0
JOSEPH PERSICHETTI	DIRECTOR	5.00	Director	$0	$0	$0
DR MARGARET SCARLETT	DIRECTOR	5.00	Director	$0	$0	$0
VICKIE WAITSMAN	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE WOLFE	DIRECTOR	5.00	Director	$0	$0	$0
PAUL MONDOCK	DIRECTOR	5.00	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
2021	$-71,992	$48,214	$364,427	$-120,206
2020	$42,342	$88,513	$484,451	$-46,171
2019	$107,663	$141,738	$530,440	$-34,075
2018	$84,192	$59,103	$496,562	$25,089

DR EDWARD B SHILS ENTREPRENEURIAL FUND INC