Shands Auxiliary Inc (EIN 593551267) - Form 990 Financial Analysis & Trantor Score

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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

1998

Legal Domicile

Phone

3522657962

Tax Period

2023-07-01 to 2024-06-30

Shands Auxiliary Inc, founded in 1998, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $61K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $9K, a strong 15% operating margin.

Mission

SHANDS AUXILIARY, INC. ENHANCES AND SUPPORTS THE MISSION OF SHANDS TEACHING HOSPITAL AND CLINICS, INC. ("STHC") AND ITS AFFILIATES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $44,797

Program Service Revenue $0

Investment Income $240

Other Revenue $16,269

TOTAL REVENUE $61,306

Expense Breakdown

Grants Paid $49,968

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,968

Other Expenses $1,948

TOTAL EXPENSES $51,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,306	$52,360	+0.2%
Expenses	$51,916	$12,020	+3.3%
Net Income	$9,390	$40,340	-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

Governance

Voting Members

Independent Members

Employees

N/A

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

$2,008,021

Total Directors

$1,449,547

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James J Kelly Jr	PRESIDENT/INTERIM STHC CEO (THRU MARCH 2024)	0.5	Officer Director	$0	$43,894	$1,341,262
Louise Watson	President	1.0	Officer Director	$0	$0	$0
Olivia Kato	Secretary	1.0	Officer Director	$0	$0	$0
STEPHEN MOTEW MD	President/CEO UF Health (BEG APRIL 2024)	0.5	Officer Director	$0	$0	$0
Wendy Person	Treasurer	1.0	Officer Director	$0	$0	$0
Allyson Crawford	Director	0.5	Director	$0	$17,794	$108,285
Robert Thornton	CFO STHC	0.5	Officer	$0	$48,963	$666,759

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	No data	No data	No data	No data
2024	$61,306	$51,916	$122,340	$9,390
2023	$52,360	$12,020	$112,950	$40,340
2022	$29,269	$64,444	$69,543	$-35,175
2021	$73,697	$105,775	$116,476	$-32,078
2020	$166,012	$120,734	$134,610	$45,278
2019	$134,959	$133,007	$86,205	$1,952
2018	$86,614	$128,030	$84,253	$-41,416

Shands Auxiliary Inc