Mark Sheppard Trust Fund

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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

Phone

7278936698

Tax Period

2025-01-01 to 2025-12-31

Mark Sheppard Trust Fund, founded in 1981, is a micro nonprofit that reported $97K in total revenue in fiscal year 2025. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 54% operating margin.

Mission

To further the medical education of the employees of St. Anthony's Hospital.

Program Service Accomplishments

Program 1

Expenses: $44,737

The Mark Sheppard Trust Fund reimburses 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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $96,984

Other Revenue $0

TOTAL REVENUE $96,984

Expense Breakdown

Grants Paid $27,170

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,737

Other Expenses $17,567

TOTAL EXPENSES $44,737

Year-over-Year Comparison

	2025	2024	Change
Revenue	$96,984	$122,209	-0.2%
Expenses	$44,737	$39,643	+0.1%
Net Income	$52,247	$82,566	-0.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Franciscan Sisters of Allegany	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
2025	$96,984	$44,737	$1,481,549	$52,247
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