THE PEGGIE AND PAUL SHEVLIN FAMILY FOUNDATION (EIN 475334145) - 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

CHRISTINE SHEVLIN RIZZO

Phone

4847680143

Tax Period

2024-01-01 to 2024-12-31

THE PEGGIE AND PAUL SHEVLIN FAMILY FOUNDATION, founded in 2015, is a small nonprofit in the Mental Health sector that reported $293K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $282K left a modest 4% surplus.

Mission

THE SHEVLIN FAMILY FOUNDATION MISSION IS TO LIFT INDIVIDUALS, FAMILIES, & COMMUNITIES AFFECTED BY SUBSTANCE USE WITH THE SUPPORT THEY DESERVE TO CHAMPION THEIR OWN RECOVERY JOURNEY.

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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 $234,650

Program Service Revenue $34,100

Investment Income $40

Other Revenue $23,863

TOTAL REVENUE $292,653

Expense Breakdown

Grants Paid $61,211

Salaries & Benefits $143,335

Fundraising Expenses $12,646

Program Expenses $243,470

Other Expenses $77,296

TOTAL EXPENSES $281,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$292,653	$356,887	-0.2%
Expenses	$281,842	$268,410	+0.1%
Net Income	$10,811	$88,477	-0.9%

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

250

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

$71,859

Total Directors

$71,859

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE SHEVLIN RIZZO	EXECUTIVE DI	40.00	Officer Director	$71,859	$0	$71,859
FRANK DEVLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
GUY MATTHEWS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN O'KANE	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY SALESKI	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN SHEVLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL SHEVLIN SR	BOARD MEMBER	1.00	Director	$0	$0	$0
LEEANN SULLIVAN	BOARD MEMBER	1.00	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
2024	$292,653	$281,842	$388,213	$10,811
2023	$356,887	$268,410	$437,155	$88,477
2022	$240,701	$245,049	$284,222	$-4,348
2021	$201,611	$226,901	$301,755	$-25,290
2020	$191,830	$197,056	$318,584	$-5,226
2019	$189,446	$192,629	$306,968	$-3,183
2018	$157,958	$190,980	$314,440	$-33,022

THE PEGGIE AND PAUL SHEVLIN FAMILY FOUNDATION