Ocean County Order of the Friendly Sons of the Shillelagh Inc (EIN 844550988) - 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

Treasurer

Tax Period

2022-01-01 to 2022-12-31

Ocean County Order of the Friendly Sons of the Shillelagh Inc, founded in 2017, is a small nonprofit that reported $136K in total revenue in fiscal year 2022.

Mission

To provide betterment of the community through works of charity

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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 (2022)

Revenue Breakdown

Contributions & Grants $120,270

Program Service Revenue $0

Investment Income $0

Other Revenue $15,499

TOTAL REVENUE $135,769

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,692

Program Expenses $133,912

Other Expenses $148,897

TOTAL EXPENSES $148,897

Year-over-Year Comparison

	2022	2021	Change
Revenue	$135,769	N/A	N/A
Expenses	$148,897	N/A	N/A
Net Income	$-13,128	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
Ken Hansen	Trustee	1.00	Director	$0	$0	$0
Jim McCabe	Trustee	1.00	Director	$0	$0	$0
Kevin Lyons	Trustee	1.00	Director	$0	$0	$0
Skip Carey	Trustee	1.00	Director	$0	$0	$0
Jack Farrell	Trustee	1.00	Director	$0	$0	$0
Michael Curry	Treasurer	1.00	Officer	$0	$0	$0
Charlie Schmitt	President	1.00	Officer	$0	$0	$0
Mark Whitley	Vice President	1.00	Officer	$0	$0	$0
Brian Logan	Secretary	1.00	Officer	$0	$0	$0
Mark Fleming	Secretary	1.00	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
2022	$135,769	$148,897	$126,160	$-13,128

Ocean County Order of the Friendly Sons of the Shillelagh Inc