SHEPHERDS WAY INC (EIN 812837618) - 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

2017

Legal Domicile

Principal Officer

Ben French

Phone

3162140060

Tax Period

2023-07-01 to 2024-06-30

SHEPHERDS WAY INC, founded in 2017, is a small nonprofit in the Mental Health sector that reported $505K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $490K left a modest 3% surplus.

Mission

Shepherd's Way is a residential program committed to empowering young adults with intellectual and developmental disabilities, not requiring daily nursing intervention, to live independently.

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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 $396,940

Program Service Revenue $107,945

Investment Income $0

Other Revenue $0

TOTAL REVENUE $504,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $278,952

Fundraising Expenses $9,425

Program Expenses $451,967

Other Expenses $210,566

TOTAL EXPENSES $489,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$504,885	$405,194	+0.2%
Expenses	$489,518	$401,652	+0.2%
Net Income	$15,367	$3,542	+3.3%

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

N/A

Employees

Volunteers

183

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

$18,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ben French	President and CEO	15	Director	$18,000	$0	$18,000
David Redfern	Chairman	1.00	Director	$0	$0	$0
Matthew Scholfield	Treasurer	1.00	Director	$0	$0	$0
Daniel K Back	Governing Body	1.00	Director	$0	$0	$0
Kenton Criser	Governing Body	1.00	Director	$0	$0	$0
Tylan Dyer	Governing Body	1	Director	$0	$0	$0
Jeff Fluhr	President	1	Director	$0	$0	$0
Dorian Graham	Governing Body	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
2025	No data	No data	No data	No data
2024	$504,885	$489,518	$96,951	$15,367
2023	$405,194	$401,652	$77,870	$3,542
2022	$261,025	$213,113	$75,851	$47,912

SHEPHERDS WAY INC