DTC SHARES FOUNDATION

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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

2016

Legal Domicile

Phone

3033244001

Tax Period

2024-01-01 to 2024-12-31

DTC SHARES FOUNDATION, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $24K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $36K exceeded revenue, resulting in a 49% operating deficit.

Mission

TO SUPPORT R.E. BROKERS & THEIR FAMILIES DURING EMERGENCY SITUATIONS.

Program Service Accomplishments

Program 1

Expenses: $35,643

DTC SHARES IS A PUBLIC CHARITY FORMED TO SUPPORT REAL ESTATE BROKER ASSOCIATES AND THEIR FAMILIES WITH HARDSHIPS THAT COME AS A RESULT OF AN EMERGENCY. THESE HARDSHIPS COULD BE DESCRIBED AS DIFFICULT TIMES THAT THESE ASSOCIATES AND THEIR FAMILIES CANNOT OVERCOME WITHOUT OUTSIDE HELP. DTC SHARES FOUNDATION IS ALSO CHARITABLE FOUNDATION THAT SUPPORTS OTHER NONPROFIT ENTITIES THROUGH CONTRIBUTIONS.

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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 $17,847

Program Service Revenue $0

Investment Income $277

Other Revenue $5,866

TOTAL REVENUE $23,990

Expense Breakdown

Grants Paid $21,465

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,643

Other Expenses $14,178

TOTAL EXPENSES $35,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,990	$40,364	-0.4%
Expenses	$35,643	$43,876	-0.2%
Net Income	$-11,653	$-3,512	+2.3%

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
SHIRLEY JENKINS	President	1.00	Officer Director	$0	$0	$0
NATE JARVIS	Treasurer	1.00	Officer Director	$0	$0	$0
LIZ WALDMANN	Trustee	1.00	Director	$0	$0	$0
JANICE SCHETTLER	Trustee	1.00	Director	$0	$0	$0
RICK STANG	Secretary	1.00	Director	$0	$0	$0
CHRIS KIKER	Trustee	1.00	Director	$0	$0	$0
MIKE TRUE	Trustee	1.00	Director	$0	$0	$0
SUSIE HELMER	Trustee	1.00	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	$23,990	$35,643	$93,633	$-11,653
2023	$40,364	$43,876	$105,286	$-3,512
2022	$48,457	$96,664	$108,798	$-48,207
2021	$148,810	$87,198	$157,005	$61,612
2020	$26,672	$20,074	$95,393	$6,598
2019	$57,560	$28,234	$88,795	$29,326
2018	$62,677	$27,091	$59,469	$35,586