Mark Sheppard Trust Fund

EIN: 592223579 501(c)(3)

St Petersburg, FL

Total Revenue
$41,877
Total Expenses
$35,388
Total Assets
$1,223,893
Net Assets
$1,223,893
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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
1981
Legal Domicile
FL
Phone
7278936698
Tax Period
2023-01-01 to 2023-12-31

Mark Sheppard Trust Fund, founded in 1981, is a micro nonprofit that reported $42K in total revenue in fiscal year 2023. The organization ran a surplus of $6K, a strong 15% operating margin.

Mission

To reimburse education costs to employees of St. Anthony's Hospital, Inc. who are studying medicine or other health related fields.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $41,877
Other Revenue $0
TOTAL REVENUE $41,877

Expense Breakdown

Grants Paid $20,223
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $35,388
Other Expenses $15,165
TOTAL EXPENSES $35,388

Year-over-Year Comparison

2023 2022 Change
Revenue $41,877 $43,573 0.0%
Expenses $35,388 $14,904 +1.4%
Net Income $6,489 $28,669 -0.8%
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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Trustee 1.0
$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 No data No data No data No data
2023 $41,877 $35,388 $1,223,893 $6,489
2022 $43,573 $14,904 $1,090,192 $28,669
2021 $82,388 $15,747 $1,318,633 $66,641
2020 $39,971 $22,503 $1,193,319 $17,468
2019 $56,592 $42,252 $1,095,143 $14,340
2018 $90,446 $44,675 $948,911 $45,771
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