Lorena Shepherd's Heart (EIN 473771911) - 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

2015

Legal Domicile

Principal Officer

SUSAN YOW

Phone

2547235037

Tax Period

2023-01-01 to 2023-12-31

Lorena Shepherd's Heart, founded in 2015, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $163K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $109K, a strong 67% operating margin.

Mission

TO fight hunger in Lorena and the surrounding area acquiring food and distributing it to our clients We also raise awareness of hunger

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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 $146,702

Program Service Revenue $0

Investment Income $1,265

Other Revenue $14,752

TOTAL REVENUE $162,719

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,443

Other Expenses $53,444

TOTAL EXPENSES $53,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,719	$137,928	+0.2%
Expenses	$53,444	$9,785	+4.5%
Net Income	$109,275	$128,143	-0.1%

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

N/A

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
SUSAN YOW	President	6.000	Officer Director	$0	$0	$0
ELLEN PERRY	SecretaryTreasurer	3.000	Officer Director	$0	$0	$0
CHRIS RAINER	Director	1.000	Director	$0	$0	$0
DAVID GREENUP	Director	1.000	Director	$0	$0	$0
EVA GREENUP	Director	1.000	Director	$0	$0	$0
RANDY HICKERSON	Director	N/A	Director	$0	$0	$0
BURL T LAND	Director	1.000	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	No data	No data	No data	No data
2023	$162,719	$53,444	$596,028	$109,275

Lorena Shepherd's Heart