SHADOW FUND NE (EIN 822136518) - 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

2018

Legal Domicile

Principal Officer

Clifford Abelson CPA

Phone

9786810800

Tax Period

2024-06-01 to 2025-05-31

SHADOW FUND NE, founded in 2018, is a micro nonprofit in the Animal-Related sector that reported $24K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $21K left a modest 12% surplus.

Mission

To provide financial assistance to a guardian of an animal companion who is unable to provide the necessary veterinarian care or medical attention for their cherished pet.

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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 $24,366

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $24,366

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,482

Other Expenses $3,156

TOTAL EXPENSES $21,482

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,366	$49,073	-0.5%
Expenses	$21,482	$20,755	+0.0%
Net Income	$2,884	$28,318	-0.9%

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
Michael Coyne	Director	2	Director	$0	$0	$0
Kathryn Villare	Director	2	Director	$0	$0	$0
Diane M Sullivan	President	10	Director	$0	$0	$0
Amy Dimitriatis	Secretary	2	Director	$0	$0	$0
Laura Lussier	Treasurer	2	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	$24,366	$21,482	$56,469	$2,884
2024	$49,073	$20,755	$53,585	$28,318
2023	$27,538	$26,239	$25,267	$1,299
2022	$22,126	$11,036	$23,968	$11,090
2021	$15,811	$9,047	$12,878	$6,764

SHADOW FUND NE