THE SHEPHERD FOUNDATION LTD (EIN 521613402) - 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

1988

Legal Domicile

Principal Officer

BRIAN RIDGWAY

Phone

3015714258

Tax Period

2023-01-01 to 2023-12-31

THE SHEPHERD FOUNDATION LTD, founded in 1988, is a small nonprofit in the Human Services sector that reported $474K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $443K left a modest 6% surplus.

Mission

TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID.

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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 $424,392

Program Service Revenue $0

Investment Income $49,785

Other Revenue $0

TOTAL REVENUE $474,177

Expense Breakdown

Grants Paid $436,652

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $442,711

Other Expenses $6,732

TOTAL EXPENSES $443,384

Year-over-Year Comparison

	2023	2022	Change
Revenue	$474,177	$588,888	-0.2%
Expenses	$443,384	$680,749	-0.3%
Net Income	$30,793	$-91,861	-1.3%

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

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
MONSIGNOR JOHN ENZLER	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHLEEN MCCORMICK	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN RIDGWAY	PRESIDENT	2.00	Officer Director	$0	$0	$0
WILLIAM R SLATER III	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL ANASTASI	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH Y DURANTE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN HOWARD	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD QUINN JR	DIRECTOR	1.00	Director	$0	$0	$0
RICK SULLIVAN JR	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER FARRELL	OFFICER	1.00	Officer Director	$0	$0	$0
TERRI SMITH	DIRECTOR	1.00	Director	$0	$0	$0
RYAN SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN RIDGWAY	DIRECTOR	1.00	Director	$0	$0	$0
LISA RIDGWAY SLATER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MCHUGH	DIRECTOR	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	No data	No data	No data	No data
2023	$474,177	$443,384	$564,068	$30,793
2022	$588,888	$680,749	$533,275	$-91,861
2021	$559,702	$633,481	$625,136	$-73,779
2020	$527,378	$707,936	$698,915	$-180,558

THE SHEPHERD FOUNDATION LTD