Shorthorn Youth Development Fund (EIN 853039616) - 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

2020

Legal Domicile

Tax Period

2024-09-01 to 2025-08-31

Shorthorn Youth Development Fund, founded in 2020, is a small nonprofit in the Youth Development sector that reported $289K in total revenue in fiscal year 2024. The organization ran a surplus of $106K, a strong 37% operating margin.

Mission

The Shorthorn Youth Development Fund educates and supports the Shorthorn youth breeders as cattle producers and responsible, productive citizens.

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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 $272,204

Program Service Revenue $0

Investment Income $16,845

Other Revenue $0

TOTAL REVENUE $289,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $29,876

Program Expenses $153,381

Other Expenses $48,257

TOTAL EXPENSES $183,257

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,049	$271,450	+0.1%
Expenses	$183,257	$170,180	+0.1%
Net Income	$105,792	$101,270	+0.0%

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	Role	Reportable Comp	Other Comp	Total
Jeff Aegerter	President	Director	$0	$0	$0
Julie French	Director	Director	$0	$0	$0
Randy Cates	Director	Director	$0	$0	$0
Jerry Nickel	Director	Director	$0	$0	$0
Joe Bales	Director	Director	$0	$0	$0
Nancy Grathwohl	Director	Director	$0	$0	$0
Montie Soules	Managing Director	Officer 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
2025	$289,049	$183,257	$436,071	$105,792
2024	$271,450	$170,180	$330,279	$101,270

Shorthorn Youth Development Fund