Society of the Good Shepherd (EIN 752390213) - 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

Brad Etchberger

Phone

7173497033

Tax Period

2023-01-01 to 2023-12-31

Society of the Good Shepherd, founded in 1991, is a small nonprofit in the Religion sector that reported $235K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $35K, a strong 15% operating margin.

Mission

Christian media programs and grant making

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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 $157,232

Program Service Revenue $20,558

Investment Income $9,954

Other Revenue $46,952

TOTAL REVENUE $234,696

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,147

Fundraising Expenses $0

Program Expenses $195,442

Other Expenses $184,204

TOTAL EXPENSES $199,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$234,696	$216,959	+0.1%
Expenses	$199,351	$316,562	-0.4%
Net Income	$35,345	$-99,603	-1.4%

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

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

$14,071

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Bercot	VP	025.00	Officer	$5,913	$0	$5,913
Deborah Bercot	VP	030.00	Officer	$5,300	$0	$5,300
Andre Bercot	Treasurer	035.00	Officer	$2,858	$0	$2,858
David Bercot	President	045.00	Officer	$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	$234,696	$199,351	$554,852	$35,345
2022	$216,959	$316,562	$550,742	$-99,603
2021	$324,118	$211,281	$613,643	$112,837
2020	$290,085	$217,646	$503,668	$72,439
2019	$247,924	$140,273	$442,428	$107,651
2018	$189,454	$111,602	$364,582	$77,852

Society of the Good Shepherd