THE SHEPHERDS CENTER OF RICHMOND

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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

Lucy Torquato

Phone

8043557282

Tax Period

2024-07-01 to 2025-06-30

THE SHEPHERDS CENTER OF RICHMOND, founded in 1984, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $224K left a modest 7% surplus.

Mission

The mission of The Shepherd's Center of Richmond is to encourage older adults to remain active and independent through enrichment programs and volunteer service to their peers.

Program Service Accomplishments

Program 1

Expenses: $89,185 Revenue: $0

Provided transportation to medical appointments and grocery shopping. Provided handy person repairs, telephone calls, visits, and other assistance to the elderly.

Program 2

Expenses: $64,638 Revenue: $30,133

Provided educational opportunities through lifelong learning programs and lectures held throughout the year.

Program 3

Expenses: $11,487 Revenue: $2,340

Provide excursions and educational opportunities for member and non-member senior citizens.

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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 $183,476

Program Service Revenue $32,473

Investment Income $26,091

Other Revenue $0

TOTAL REVENUE $242,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,970

Fundraising Expenses $18,531

Program Expenses $178,168

Other Expenses $78,279

TOTAL EXPENSES $224,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,040	$256,802	-0.1%
Expenses	$224,249	$212,517	+0.1%
Net Income	$17,791	$44,285	-0.6%

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

162

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
Ralph Graner	Director	3	Director	$0	$0	$0
Bernie Henderson	Director	3	Director	$0	$0	$0
Susie Wiltshire	Director	3	Director	$0	$0	$0
Lucy Ambroz	Director	6	Director	$0	$0	$0
Gene Anderson	Director	3	Director	$0	$0	$0
Hal Costley	Treasurer	10	Director	$0	$0	$0
Peter Pettit	President	9	Officer Director	$0	$0	$0
Jamie Coomer	Director	3	Director	$0	$0	$0
R Brock Estes	Director	6	Director	$0	$0	$0
Mimi Sadler	Vice President	6	Director	$0	$0	$0
Paula Butz	Director	3	Director	$0	$0	$0
Peter Goodman	Director	3	Director	$0	$0	$0
Thea Paul	Director	3	Director	$0	$0	$0
Ben Rose	Director	3	Director	$0	$0	$0
Megan Shockley	Director	3	Director	$0	$0	$0
Pam Atwood	Secretary	4	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
2025	$242,040	$224,249	$1,019,881	$17,791
2024	$256,802	$212,517	$934,570	$44,285
2023	$354,753	$184,470	$815,133	$170,283
2022	$261,627	$149,839	$603,445	$111,788
2021	$171,119	$181,315	$576,197	$-10,196