SHAREHOUSE FOUNDATION (EIN 831031984) - 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

JASON GREENE

Phone

5097816481

Tax Period

2019-01-01 to 2019-12-31

SHAREHOUSE FOUNDATION, founded in 2018, is a micro nonprofit that reported $71K in total revenue in fiscal year 2019. The organization ran a surplus of $25K, a strong 35% operating margin.

Mission

ENCOURAGING AND EMPOWERING PROSSER'S YOUTH

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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 (2019)

Revenue Breakdown

Contributions & Grants $60,557

Program Service Revenue $6,220

Investment Income $1

Other Revenue $4,500

TOTAL REVENUE $71,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,468

Fundraising Expenses $2,143

Program Expenses $24,637

Other Expenses $29,596

TOTAL EXPENSES $46,064

Year-over-Year Comparison

	2019	2018	Change
Revenue	$71,278	N/A	N/A
Expenses	$46,064	N/A	N/A
Net Income	$25,214	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

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

$4,413

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON GEENE	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
SEAN BRADLEU	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
RYAN RUSSELL	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE WALLER	TREASURER	1.00	Officer Director	$0	$0	$0
SARAHI BRAVO GONZALEZ	EXECUTIVE DIRECTOR	20.00	Officer	$4,413	$0	$4,413

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
2019	$71,278	$46,064	$25,214	$25,214

SHAREHOUSE FOUNDATION