SHEPHERDS HEART INC (EIN 541603924) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

JERRY BROWN

Tax Period

2018-01-01 to 2018-12-31

SHEPHERDS HEART INC, founded in 1991, is a small nonprofit in the Religion sector that reported $148K in total revenue in fiscal year 2018. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $236K exceeded revenue, resulting in a 59% operating deficit.

Mission

THE PURPOSE IS TO SERVE THE BODY OF CHRIST THROUGH WORSHIP, BY TEACHING AND EQUIPPING OTHERS AND ENABLING THE DISCIPLES OF JESUS CHRIST TO FULFILL HIS MINISTRY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $141,989

Program Service Revenue $0

Investment Income $5,832

Other Revenue $0

TOTAL REVENUE $147,821

Expense Breakdown

Grants Paid $31,200

Salaries & Benefits $79,584

Fundraising Expenses $0

Program Expenses $217,766

Other Expenses $124,807

TOTAL EXPENSES $235,591

Year-over-Year Comparison

	2018	2017	Change
Revenue	$147,821	$216,862	-0.3%
Expenses	$235,591	$191,069	+0.2%
Net Income	$-87,770	$25,793	-4.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY BROWN	PRESIDENT	5.00	Officer Director	$0	$0	$0
LARRY MCCALLUM	TREASURER	5.00	Officer Director	$0	$0	$0
AMY COPPE	SECRETARY	5.00	Officer Director	$0	$0	$0
JOSEPH MAIO	DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM WITKOP	DIRECTOR	5.00	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
2018	$147,821	$235,591	$657,242	$-87,770

SHEPHERDS HEART INC