SHEPHERDS HOME FOUNDATION INC (EIN 820536009) - 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

2001

Legal Domicile

Principal Officer

DON JASPERSON

Phone

2086341152

Tax Period

2023-01-01 to 2023-12-31

SHEPHERDS HOME FOUNDATION INC, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $325K in total revenue in fiscal year 2023. Revenue surged 348% from the prior year, signaling strong growth momentum. The organization ran a surplus of $311K, a strong 96% operating margin.

Mission

SECURE AND INVEST FUNDS FOR THE SUPPORT OF A FOSTER CARE HOME AND CRISIS CARE SHELTER FOR CHILDREN IN A REMOTE, RURAL AREA.

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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 $4,970

Program Service Revenue $0

Investment Income $150,668

Other Revenue $168,868

TOTAL REVENUE $324,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,162

Other Expenses $13,162

TOTAL EXPENSES $13,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$324,506	$72,434	+3.5%
Expenses	$13,162	$244,545	-0.9%
Net Income	$311,344	$-172,111	-2.8%

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
DON JASPERSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
LIANNE WEYEN	SECRETARY	N/A	Officer Director	$0	$0	$0
TRICIA STROMBERG	TREASURER	N/A	Officer Director	$0	$0	$0
BONNIE WRIGHT	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JIM DARDIS	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$324,506	$13,162	$1,579,919	$311,344
2022	$72,434	$244,545	$1,268,575	$-172,111
2021	$337,467	$11,835	$1,440,686	$325,632
2020	$135,810	$10,106	$1,115,054	$125,704
2019	$152,333	$31,854	$989,350	$120,479
2018	$-42,696	$10,495	$868,871	$-53,191

SHEPHERDS HOME FOUNDATION INC