SHEPPARD PRATT INVESTMENT INC (EIN 521388935) - 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

1985

Legal Domicile

Principal Officer

HARSH TRIVEDI MD MBA

Phone

4109385401

Tax Period

2023-07-01 to 2024-06-30

SHEPPARD PRATT INVESTMENT INC, founded in 1985, is a community nonprofit in the Community Improvement sector that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 74% operating margin.

Mission

TO HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES.

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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 $0

Program Service Revenue $0

Investment Income $1,780,207

Other Revenue $16,778

TOTAL REVENUE $1,796,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $466,568

TOTAL EXPENSES $466,568

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,796,985	$1,368,942	+0.3%
Expenses	$466,568	$753,140	-0.4%
Net Income	$1,330,417	$615,802	+1.2%

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

$2,243,366

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE BRANDENBURG	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JAMES HANNAN	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JOSHUA KAKEL	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARGARET ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS BONVISSUTO	TRUSTEE	1.00	Director	$0	$0	$0
WYATT LEE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM PATERNOTTE	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SAUNDERS	TRUSTEE	1.00	Director	$0	$0	$0
HARSH TRIVEDI MD MBA	PRESIDENT & CEO	1.00	Officer	$0	$52,957	$1,587,024
KELLY SAVOCA	SVP & CFO	1.00	Officer	$0	$2,957	$656,342

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	$1,796,985	$466,568	$159,696,015	$1,330,417
2023	$1,368,942	$753,140	$148,426,060	$615,802
2022	$30,791,814	$569,349	$146,321,487	$30,222,465
2021	$10,301,683	$726,700	$171,093,927	$9,574,983
2020	$685,844	$626,863	$135,012,472	$58,981
2019	$1,126,177	$614,401	$139,773,189	$511,776
2018	$5,808,192	$587,051	$140,832,087	$5,221,141

SHEPPARD PRATT INVESTMENT INC