JOSEPH ROBERT SHAW FOUNDATION INC (EIN 820765105) - 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

Janet Sloan

Phone

2022371769

Tax Period

2024-07-01 to 2025-06-30

JOSEPH ROBERT SHAW FOUNDATION INC, founded in 2017, is a small nonprofit in the Health Care sector that reported $273K in total revenue in fiscal year 2024. The organization ran a surplus of $238K, a strong 87% operating margin.

Mission

Providing financial support to individuals, organizations or other entities engaged in research, education, and innovation related to children with brain injuries, their treatment, rehabilitation, recovery and activities of daily living.

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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 $250,693

Program Service Revenue $0

Investment Income $14,499

Other Revenue $8,072

TOTAL REVENUE $273,264

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $8,038

Program Expenses $5,000

Other Expenses $30,381

TOTAL EXPENSES $35,381

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,264	$261,523	+0.0%
Expenses	$35,381	$130,880	-0.7%
Net Income	$237,883	$130,643	+0.8%

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

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
Robert L Sloan	Board Chair/President & CEO	15	Officer Director	$0	$0	$0
Janet Sloan	Board Member/Secretary/Treasurer	20	Officer Director	$0	$0	$0
Matthew Ammerman	Board Member	0.25	Director	$0	$0	$0
Sherri Bohinc	Board Member/Vice Chair	0.25	Officer Director	$0	$0	$0
Nicholas McConnell	Board Member	0.25	Director	$0	$0	$0
Christopher Shaw	Board Member	0.25	Director	$0	$0	$0
Susan Shaw	Board Member	0.25	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	$273,264	$35,381	$1,867,355	$237,883
2024	$261,523	$130,880	$1,263,697	$130,643
2023	$223,165	$14,195	$1,036,049	$208,970
2022	$410,704	$57,115	$781,485	$353,589
2021	$225,483	$109,638	$610,996	$115,845

JOSEPH ROBERT SHAW FOUNDATION INC