SHEPHERD PLACE INC

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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

1991

Legal Domicile

Principal Officer

SHARON PRICE

Phone

8592334600

Tax Period

2024-07-01 to 2025-06-30

SHEPHERD PLACE INC, founded in 1991, is a small nonprofit in the Human Services sector that reported $160K in total revenue in fiscal year 2024.

Mission

TO PROVIDE ELDERLY PERSONS AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING, THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE AND OPERATION THEREOF ON A NONPROFIT BASIS.

Program Service Accomplishments

Program 1

Expenses: $94,899 Revenue: $67,394

SHEPHERD PLACE IS A SUBSIDIZED APARTMENT COMPLEX FOR LOW-INCOME PERSONS 55 AND OLDER. RENT IS BASED ON INCOME AND CERTAIN EXPENSES SUCH AS PRESCRIPTIONS. SHEPHERD PLACE HAS 20 UNITS. DURING FISCAL...

SHEPHERD PLACE IS A SUBSIDIZED APARTMENT COMPLEX FOR LOW-INCOME PERSONS 55 AND OLDER. RENT IS BASED ON INCOME AND CERTAIN EXPENSES SUCH AS PRESCRIPTIONS. SHEPHERD PLACE HAS 20 UNITS. DURING FISCAL YEAR 2025 THE PROJECT SERVED 21 INDIVIDUALS.

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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 $92,030

Program Service Revenue $67,394

Investment Income $26

Other Revenue $756

TOTAL REVENUE $160,206

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,899

Other Expenses $168,053

TOTAL EXPENSES $168,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,206	$152,670	+0.0%
Expenses	$168,053	$173,804	0.0%
Net Income	$-7,847	$-21,134	-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

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

$454,285

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL MURPHY	CHAIR	1.00	Officer Director	$0	$0	$0
CACI HISLE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHELE LEE	SECRETARY	1.00	Officer Director	$0	$0	$0
KIMBERLY BAIRD	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD HEINE	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ART CROSBY	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNIE GODFREY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE LINK	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLI PARMLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARON PRICE	EXECUTIVE DIRECTOR	1.00	Officer	$0	$63,667	$271,411
STEVEN GRAVITT	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$53,113	$182,874

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	$160,206	$168,053	$310,387	$-7,847
2024	$152,670	$173,804	$299,760	$-21,134
2023	$135,218	$170,553	$333,152	$-35,335
2022	$127,002	$148,521	$356,822	$-21,519
2021	$126,026	$134,960	$364,152	$-8,934
2020	$114,344	$125,195	$390,583	$-10,851
2019	$110,082	$120,255	$398,036	$-10,173
2018	$99,874	$119,212	$399,519	$-19,338