The Shepherds Center of Charlotte

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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

1980

Legal Domicile

Principal Officer

Alissa Celek

Phone

7043651995

Tax Period

2024-01-01 to 2024-12-31

The Shepherds Center of Charlotte, founded in 1980, is a small nonprofit that reported $427K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $135K, a strong 32% operating margin.

Mission

The Shepherds Center of Charlotte enriches the lives of older adults by providing a network of support to increase social connection, expand access to critical resources, and combat the negative effects of isolation.

Program Service Accomplishments

Program 1

Expenses: $217,384 Revenue: $41,283

Senior Health Insurance Information program (SHIIP)SHIIP is a program of the NC Department of Insurance that offers free guidance to help older adults and individuals with disabilities navigate the complexities of Medicare and related insurance options. As the sole coordinating site for Mecklenburg County, our training volunteers are here to answer questions about Medicare, Prescription Drug Plans, Medicare supplements, Medicare Advantage Plans, and Low-Income Subsidies.Tax-Aide ProgramsThe Shepherd's Center of Charlotte partners with AARP to offer a free Tax Assistance Program, providing older adults with assistance in preparing and filing their tax returns. Skilled AARP Tax-Aide volunteers assist participants with federal and state tax returns in a welcoming, accessible setting.

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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 $368,109

Program Service Revenue $41,283

Investment Income $6,825

Other Revenue $10,531

TOTAL REVENUE $426,748

Expense Breakdown

Grants Paid $0

Salaries & Benefits $181,468

Fundraising Expenses $55,678

Program Expenses $217,384

Other Expenses $110,417

TOTAL EXPENSES $291,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,748	$299,394	+0.4%
Expenses	$291,885	$217,448	+0.3%
Net Income	$134,863	$81,946	+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

326

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

$72,175

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alissa Celek	Executive Dir.	40.00	Officer	$66,025	$6,150	$72,175
Marvin Oden	Director	1.00	Director	$0	$0	$0
Bruce Bailey	Past Chair	1.00	Officer Director	$0	$0	$0
LuAnn Tucker	Treasurer	1.00	Officer Director	$0	$0	$0
Brooke Adamson	Director	1.00	Director	$0	$0	$0
Rick McKnight	Chairman	3.50	Officer Director	$0	$0	$0
Kiesha Parker	Director	1.00	Director	$0	$0	$0
Katy Ryan	Director	1.00	Director	$0	$0	$0
Austin Miller	Director	1.00	Director	$0	$0	$0
Joan Foley	Director	1.00	Director	$0	$0	$0
Lisa Helmstetter	Secretary	1.00	Officer Director	$0	$0	$0
Kelly Ogden	Director	1.00	Director	$0	$0	$0
Von Kinloch	Director	1.00	Director	$0	$0	$0
Mark Tiberio	Vice Chair	24.00	Officer Director	$0	$0	$0
Marquell Hunter	Director	1.00	Director	$0	$0	$0
David Young	Director	1.00	Director	$0	$0	$0
Tracy McGinnis	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	$426,748	$291,885	$681,475	$134,863
2023	$299,394	$217,448	$521,679	$81,946
2022	$236,746	$141,136	$418,096	$95,610
2020	$240,438	$206,502	$307,521	$33,936
2019	$224,212	$309,811	$251,781	$-85,599
2018	$281,634	$326,714	$303,574	$-45,080