SHEPPARD AND ENOCH PRATT FOUNDATIO… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

HARSH TRIVEDI MD

Phone

4109385401

Tax Period

2022-07-01 to 2023-06-30

SHEPPARD AND ENOCH PRATT FOUNDATION INC, founded in 1984, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2022. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.4M, a strong 97% operating margin.

Mission

CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT MENTAL HEALTH, ADDICTION, SPECIAL EDUCATION, AND COMMUNITY SUPPORT SERVICES PROVIDED BY AFFILIATED 501(C)(3) CORPORATIONS - SHEPPARD PRATT HEALTH SYSTEM, FAMILY SERVICES, MOSAIC COMMUNITY SERVICES, AND WAY STATION.

Program Service Accomplishments

Program 1

CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT MENTAL HEALTH, ADDICTION, SPECIAL EDUCATION AND COMMUNITY SUPPORT SERVICES PROVIDED BY AFFILIATED 501(C)(3) CORPORATIONS - SHEPPARD PRATT HEALTH SYSTEM...

CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT MENTAL HEALTH, ADDICTION, SPECIAL EDUCATION AND COMMUNITY SUPPORT SERVICES PROVIDED BY AFFILIATED 501(C)(3) CORPORATIONS - SHEPPARD PRATT HEALTH SYSTEM, FAMILY SERVICES, MOSAIC COMMUNITY SERVICES, AND WAY STATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,517,574

Program Service Revenue $0

Investment Income $64,877

Other Revenue $-102,381

TOTAL REVENUE $1,480,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $43,351

TOTAL EXPENSES $43,351

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,480,070	$2,040,791	-0.3%
Expenses	$43,351	$23,331	+0.9%
Net Income	$1,436,719	$2,017,460	-0.3%

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

$2,107,855

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA KAKEL	CHAIRPERSON, TRUSTEE	1.00	Officer Director	$0	$0	$0
ALFRED SINGER	VICE CHAIRPERSON, TRUSTEE PY	1.00	Officer Director	$0	$0	$0
COLLIN MOTHUPI	ASSISTANT CHAIR	1.00	Officer Director	$0	$0	$0
MARGARET ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN BENSON	TRUSTEE	1.00	Director	$0	$0	$0
ALAN EVANS	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN FENIMORE	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH FORBUSH	TRUSTEE	1.00	Director	$0	$0	$0
ALAN GAMSE	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP H GRANTHAM	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM HAUGH	TRUSTEE	1.00	Director	$0	$0	$0
BONITA HEARN	TRUSTEE	1.00	Director	$0	$0	$0
NORMA PEDEN KILLEBREW	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA KIRKLAND	TRUSTEE	1.00	Director	$0	$0	$0
ALTON KNIGHT	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT KRESSLEIN	TRUSTEE	1.00	Director	$0	$0	$0
CRISTIN C LAMBROS	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM MORTON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN JUDSON WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
JIM WIEDERHOLD	TRUSTEE	1.00	Director	$0	$0	$0
HARSH K TRIVEDI	PRESIDENT AND CEO	1.00	Officer	$0	$52,907	$1,387,274
KELLY SAVOCA	SVP AND CFO, SECRETARY/TREA	1.00	Officer	$0	$27,828	$625,713
THERESA PEDDICORD	ASSIST SEC, PART YEAR	1.00	Officer	$0	$957	$94,868

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,480,070	$43,351	$29,279,064	$1,436,719
2022	$2,040,791	$23,331	$30,267,558	$2,017,460
2021	$7,591,841	$58,741	$49,271,954	$7,533,100
2020	$9,603,084	$60,351	$38,664,561	$9,542,733
2019	$125,531	$60,885	$29,547,509	$64,646
2018	$6,738,602	$59,287	$29,214,297	$6,679,315

SHEPPARD AND ENOCH PRATT FOUNDATION INC