SHARED BEGINNINGS (EIN 824697719) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

MICHAELA MONTIE

Phone

4797554127

Tax Period

2024-01-01 to 2024-12-31

SHARED BEGINNINGS, founded in 2018, is a small nonprofit in the Human Services sector that reported $546K in total revenue in fiscal year 2019. The organization ran a surplus of $194K, a strong 36% operating margin.

Mission

SERVING EXPECTANT MOMS PLANNING FOR ADOPTION, BIOLOGICAL FAMILIES SEEKING REUNIFICATION & BIRTH FAMILIES SEEKING SUPPORT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $402,694

Program Service Revenue $117,068

Investment Income $3,558

Other Revenue $19,335

TOTAL REVENUE $542,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $443,099

Fundraising Expenses $51,403

Program Expenses $502,548

Other Expenses $190,659

TOTAL EXPENSES $633,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$542,655	$589,205	-0.1%
Expenses	$633,758	$642,051	0.0%
Net Income	$-91,103	$-52,846	+0.7%

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

Volunteers

120

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

$69,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAELA MONTIE	EXECUTIVE DI	40.00	Officer	$69,300	$0	$69,300
KACIE ALVERSON	DIRECTOR	1.00	Director	$0	$0	$0
ANN BOOK	DIRECTOR	1.00	Director	$0	$0	$0
DREW CLEMMONS	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN FITTIN	DIRECTOR	1.00	Director	$0	$0	$0
VLADAMIR GOFORTH	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
ERIKA MCCOURT	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHAWN MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA ORLICEK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KATELYN SHOLK	DIRECTOR	1.00	Director	$0	$0	$0
RYAN SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
JARED TAYLOR	DIRECTOR	1.00	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	$542,655	$633,758	$242,508	$-91,103
2023	$589,205	$642,051	$373,873	$-52,846
2022	$963,698	$881,784	$440,521	$81,914
2021	$1,175,777	$1,099,074	$298,271	$76,703
2020	$971,162	$964,266	$265,006	$6,896
2019	$545,659	$351,515	$227,709	$194,144

SHARED BEGINNINGS