Shadetree Historical Artisan Development Engine (EIN 821271323) - 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

Donna Smithey

Phone

5105756202

Tax Period

2024-01-01 to 2024-12-31

Shadetree Historical Artisan Development Engine, founded in 2017, is a small nonprofit in the Housing & Shelter sector that reported $323K in total revenue in fiscal year 2024. Expenses of $463K exceeded revenue, resulting in a 43% operating deficit.

Mission

Mission:To provide and promote affordable housing to low-income residents of California, to manage and steward artist live-work spaces, and improve and preserve local cultural heritage.

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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 $5,000

Program Service Revenue $318,321

Investment Income $2

Other Revenue $0

TOTAL REVENUE $323,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $263,596

Other Expenses $463,432

TOTAL EXPENSES $463,432

Year-over-Year Comparison

	2024	2023	Change
Revenue	$323,323	$323,061	+0.0%
Expenses	$463,432	$278,054	+0.7%
Net Income	$-140,109	$45,007	-4.1%

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

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

$71,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donna Smithey	President	40.00	Officer	$71,250	$0	$71,250
Pauline Anne Duke	Director	5.00	Director	$0	$0	$0
Paul Arevalo	Director	6.00	Director	$0	$0	$0
Phillip Christopher	Director	5.00	Director	$0	$0	$0
Marcus Guillard	President	5.00	Officer	$0	$0	$0
Andrea Ingraham	Treasurer	10.00	Officer	$0	$0	$0
Teri Sage	Secretary	5.00	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
2024	$323,323	$463,432	$4,457,387	$-140,109
2023	$323,061	$278,054	$3,950,154	$45,007
2022	$335,540	$217,143	$3,184,897	$118,397
2021	$337,358	$1,262,821	$3,025,892	$-925,463
2020	$335,521	$224,227	$3,139,065	$111,294
2019	$368,956	$342,123	$2,943,497	$26,833
2018	$346,779	$332,160	$2,796,662	$14,619
2017	$144,296	$191,335	$2,782,260	$-47,039

Shadetree Historical Artisan Development Engine