SHAMROCK FOUNDATION INC (EIN 611244026) - 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

1991

Legal Domicile

Principal Officer

ANNE HARRINGTON

Phone

5025853220

Tax Period

2024-01-01 to 2024-12-31

SHAMROCK FOUNDATION INC, founded in 1991, is a small nonprofit in the Human Services sector that reported $609K in total revenue in fiscal year 2024. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $191K, a strong 31% operating margin.

Mission

SHAMROCK PET FOUNDATION IS A VOLUNTEER-BASED ANIMAL WELFARE ORGANIZATION THAT PROVIDES SPAY NEUTER ASSISTANCE, COMPANION PET ADOPTIONS AND MEDICAL CARE FOR HOMELESS, INJURED, ABUSED, OR NEGLECTED ANIMALS OF THE ELDERLY, VETERANS, OR INDIVIDUALS WHOSE PETS MAY BE THEIR ONLY FAMILY AND NEED MEDICAL ASSISTANCE.

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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 $532,770

Program Service Revenue $34,443

Investment Income $39,610

Other Revenue $1,717

TOTAL REVENUE $608,540

Expense Breakdown

Grants Paid $8,445

Salaries & Benefits $0

Fundraising Expenses $61

Program Expenses $392,659

Other Expenses $408,893

TOTAL EXPENSES $417,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$608,540	$343,982	+0.8%
Expenses	$417,338	$308,870	+0.4%
Net Income	$191,202	$35,112	+4.4%

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

100

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
SHARON MAYES	PRESIDENT	35.00	Officer Director	$0	$0	$0
MARY CASEY	VICE PRESIDENT	20.00	Officer Director	$0	$0	$0
KELLY GALIETTE	SECRETARY - EFFECTIVE 6/1/24	10.00	Director	$0	$0	$0
ANNE HARRINGTON	TREASURER - EFFECTIVE 10/1/24	20.00	Officer Director	$0	$0	$0
JENNIFER FINNIS	ASST. TREASURER - EFFECTIVE 10/1/24	5.00	Director	$0	$0	$0
KAREN HARRIS	CAT COMMITTEE CHAIR	40.00	Director	$0	$0	$0
ERIKA GALIETTE BILLINGSLEY	SOCIAL MEDIA	10.00	Director	$0	$0	$0
SUE SCHOFIELD	GROUP INFO LIASON	12.00	Director	$0	$0	$0
KIT GARRETT	INFO/RESEARCH - EFFECTIVE 1/9/24	12.00	Director	$0	$0	$0
ANGIE REEVE	SECRETARY - UNTIL 2/12/24	10.00	Officer Director	$0	$0	$0
JENNIFER FINNIS	TREASURER - UNTIL 9/30/24	20.00	Officer 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	$608,540	$417,338	$1,441,947	$191,202
2023	$343,982	$308,870	$1,137,663	$35,112
2022	$178,490	$239,599	$977,370	$-61,109
2021	$325,559	$232,698	$1,212,782	$92,861
2020	$169,017	$204,263	$1,030,485	$-35,246
2019	$626,976	$164,753	$1,317,354	$462,223
2018	$370,086	$183,258	$782,010	$186,828

SHAMROCK FOUNDATION INC