Shepherd Entrepreneurship and Research (EIN 814416271) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Phone

3048765007

Tax Period

2023-07-01 to 2024-06-30

Shepherd Entrepreneurship and Research, founded in 2017, is a small nonprofit in the Education sector that reported $167K in total revenue in fiscal year 2023. Revenue surged 155% from the prior year, signaling strong growth momentum. Expenses of $284K exceeded revenue, resulting in a 70% operating deficit.

Mission

To provide consulting and educational services to local community groups and small businesses

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $137,761

Program Service Revenue $29,318

Investment Income $231

Other Revenue $0

TOTAL REVENUE $167,310

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,055

Fundraising Expenses $0

Program Expenses $283,802

Other Expenses $100,747

TOTAL EXPENSES $283,802

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,310	$65,493	+1.6%
Expenses	$283,802	$237,133	+0.2%
Net Income	$-116,492	$-171,640	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
Mary JC Hendrix	Director	Director	$0	$0	$0
Ben Martz	Executive Dir.	Director	$0	$0	$0
Madge Morningstar	Treasurer	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
2025	No data	No data	No data	No data
2024	$167,310	$283,802	$325,565	$-116,492
2023	$65,493	$237,133	$442,057	$-171,640
2023	No data	No data	No data	No data
2022	$582,653	$261,709	$613,696	$320,944
2020	$40,350	$228,946	$147,914	$-188,596

Shepherd Entrepreneurship and Research