SHEPHERDS PLACE FOUNDATION INC (EIN 824141302) - 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

SHIRLEY T STONE

Tax Period

2020-01-01 to 2020-12-31

SHEPHERDS PLACE FOUNDATION INC, founded in 2018, is a small nonprofit in the Human Services sector that reported $105K in total revenue in fiscal year 2020. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $73K, a strong 69% operating margin.

Mission

Our mission is to provide assistance for needy men, women, and children of all races, colors, and creeds to be empowered to meet personal needs and resolve issues of homelessness, domestic violence, education, recidivism, counseling, and science.

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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 (2020)

Revenue Breakdown

Contributions & Grants $105,300

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $105,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,730

Other Expenses $32,262

TOTAL EXPENSES $32,262

Year-over-Year Comparison

	2020	2019	Change
Revenue	$105,300	$150,750	-0.3%
Expenses	$32,262	$150,750	-0.8%
Net Income	$73,038	N/A	N/A

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
AUSTIN CONNER	TREASURER	10.00	Director	$0	$0	$0
ADAM MILLER	DIRECTOR	10.00	Director	$0	$0	$0
MARGAREE MILLS FITCHETTE	DIRECTOR	10.00	Director	$0	$0	$0
SHIRLEY T STONE	PRESIDENT SECRETARY	20.00	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
2020	$105,300	$32,262	$156,938	$73,038
2019	$150,750	$150,750	$8,500	No data
2018	$65,231	$65,231	$10,500	No data

SHEPHERDS PLACE FOUNDATION INC