PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC (EIN 521738992) - 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

MARK K JOSEPH

Phone

4109620595

Tax Period

2024-01-01 to 2024-12-31

PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC, founded in 1988, is a community nonprofit in the Housing & Shelter sector that reported $5.5M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $5.2M left a modest 7% surplus.

Mission

TO PROVIDE AFFORDABLE HOUSING TO PERSONS OF LOW AND MODERATE INCOME AND TO MAKE GRANTS TO NONPROFIT ORGANIZATIONS AND AGENCIES THAT ADDRESS THE NEEDS OF CHILDREN, THE ELDERLY AND THE COMMUNITY.

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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 $0

Program Service Revenue $3,934,974

Investment Income $1,557,833

Other Revenue $38,160

TOTAL REVENUE $5,530,967

Expense Breakdown

Grants Paid $2,596,880

Salaries & Benefits $513,828

Fundraising Expenses $0

Program Expenses $4,649,723

Other Expenses $2,056,510

TOTAL EXPENSES $5,167,218

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,530,967	$4,298,469	+0.3%
Expenses	$5,167,218	$6,978,945	-0.3%
Net Income	$363,749	$-2,680,476	-1.1%

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

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

$43,466

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA H JOSEPH	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JESSICA K JOSEPH	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
CARA S WEIMAN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT C EMBRY JR	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICIA P BAUM	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN D EISNER	DIRECTOR	1.00	Director	$0	$0	$0
SHALE D STILLER	DIRECTOR	1.00	Director	$0	$0	$0
TRACEY R TIZARD	ASSISTANT SECRETARY	1.00	Officer	$43,466	$0	$43,466
MARK K JOSEPH	PRESIDENT/TREASURER	1.00	Officer	$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	$5,530,967	$5,167,218	$47,118,575	$363,749
2023	$4,298,469	$6,978,945	$43,918,473	$-2,680,476
2022	$4,227,120	$4,881,819	$42,394,224	$-654,699
2021	$6,368,087	$4,473,434	$50,852,875	$1,894,653
2020	$3,933,057	$3,825,066	$48,601,554	$107,991
2019	$4,187,180	$5,637,133	$47,034,723	$-1,449,953

PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC