THE SHEPHERD FOUNDATION LTD

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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

ELIZABETH Y DURANTE

Phone

2023522048

Tax Period

2025-01-01 to 2025-12-31

THE SHEPHERD FOUNDATION LTD, founded in 1988, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2025. The organization ran a surplus of $405K, a strong 38% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $652,430 Revenue: $1,960

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 (2025)

Revenue Breakdown

Contributions & Grants $972,063

Program Service Revenue $1,960

Investment Income $105,918

Other Revenue $0

TOTAL REVENUE $1,079,941

Expense Breakdown

Grants Paid $652,430

Salaries & Benefits $0

Fundraising Expenses $706

Program Expenses $652,430

Other Expenses $22,155

TOTAL EXPENSES $674,585

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,079,941	$1,064,933	+0.0%
Expenses	$674,585	$1,057,543	-0.4%
Net Income	$405,356	$7,390	+53.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH Y DURANTE	CHAIR	15.00	Officer Director	$0	$0	$0
BRIAN RIDGWAY	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAVID GIULIERI	FINANCE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAN KERNS	SCHOLARSHIP CHAIRMAN	1.00	Officer Director	$0	$0	$0
TERRI SMITH	GOVERNANCE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MONSIGNOR JOHN J ENZLER	FOUNDER & DIRECTOR	0.50	Director	$0	$0	$0
RICHARD SULLIVAN SR	FOUNDER & DIRECTOR	0.50	Director	$0	$0	$0
CAROLYN RIDGWAY	DIRECTOR	0.50	Director	$0	$0	$0
CATHERINE YOUNG	DIRECTOR	0.50	Director	$0	$0	$0
FATHER MARK SMITH	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN HOWARD	DIRECTOR	0.50	Director	$0	$0	$0
LAURIE QUIRK	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL RIDGWAY	DIRECTOR	0.50	Director	$0	$0	$0
NELDA HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
PETER J FARRELL	DIRECTOR	0.50	Director	$0	$0	$0
PHIL ROBEY	DIRECTOR	0.50	Director	$0	$0	$0
THERESA PIERCE	DIRECTOR	0.50	Director	$0	$0	$0
TIERNEY ROWAN GORDON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM R SLATER III	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD SULLIVAN JR	DIRECTOR	0.50	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
2025	$1,079,941	$674,585	$2,068,103	$405,356
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