SHAREDIMPACT FOUNDATION (EIN 463129459) - 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

2013

Legal Domicile

Principal Officer

DAVID ROSE

Phone

6466277900

Tax Period

2024-01-01 to 2024-12-31

SHAREDIMPACT FOUNDATION, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $123K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $330K exceeded revenue, resulting in a 168% operating deficit.

Mission

A GLOBAL DONOR ADVISED FUND PROVIDING PHILANTHROPISTS, FOUNDATIONS AND FAMILY OFFICES WITH ACCESS TO SOCIAL INVESTMENT EXPERTISE.

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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 $1,000

Program Service Revenue $0

Investment Income $138,716

Other Revenue $-16,306

TOTAL REVENUE $123,410

Expense Breakdown

Grants Paid $277,650

Salaries & Benefits $0

Fundraising Expenses $981

Program Expenses $289,840

Other Expenses $52,638

TOTAL EXPENSES $330,288

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,410	$217,132	-0.4%
Expenses	$330,288	$218,916	+0.5%
Net Income	$-206,878	$-1,784	+115.0%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CHENG	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
JAMES HORTON	OFFICER	2.00	Officer Director	$0	$0	$0
DAVID ROSE	PRESIDENT	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
2024	$123,410	$330,288	$3,499,654	$-206,878
2023	$217,132	$218,916	$3,559,147	$-1,784
2022	$165,965	$211,079	$3,456,161	$-45,114
2021	$1,446,272	$92,617	$3,661,778	$1,353,655
2020	$62,694	$1,162,895	$2,186,071	$-1,100,201
2019	$901,282	$2,146,846	$3,155,896	$-1,245,564
2018	$911,231	$1,657,658	$4,025,248	$-746,427

SHAREDIMPACT FOUNDATION