SHOLL-FREEDE FOUNDATION

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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

Principal Officer

ADAM FREEDE

Phone

5622961055

Tax Period

2023-01-01 to 2023-12-31

SHOLL-FREEDE FOUNDATION, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $559K in total revenue in fiscal year 2023. Revenue surged 96% from the prior year, signaling strong growth momentum. Expenses of $520K left a modest 7% surplus.

Mission

TO PROVIDE A MORE COMPASSIONATE AND SUSTAINABLE FUTURE FOR PEOPLE ALL AROUND THE WORLD THROUGH PRESERVATION OF THE PLANET, EDUCATION, ADVOCACY, AND THE PROTECTION AND HEALING OF VULNERABLE COMMUNITIES INCLUDING CHILDREN, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW).

Program Service Accomplishments

Program 1

Expenses: $432,000 Revenue: $559,315

GRANTMAKING TO OTHER ESTABLISHED CHARITABLE ORGANIZATIONS THAT SHARE THE ORGANIZATION'S SAME CORE VALUES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $559,315

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $559,315

Expense Breakdown

Grants Paid $432,000

Salaries & Benefits $32,513

Fundraising Expenses $0

Program Expenses $432,000

Other Expenses $55,546

TOTAL EXPENSES $520,059

Year-over-Year Comparison

	2023	2022	Change
Revenue	$559,315	$285,360	+1.0%
Expenses	$520,059	$336,064	+0.5%
Net Income	$39,256	$-50,704	-1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA SHOLL	PRESIDENT AND DIRECTOR	2.00	Officer Director	$0	$0	$0
DANIELA BRAGA-FREEDE	SECRETARY AND DIRECTOR	2.00	Officer Director	$0	$0	$0
ADAM FREEDE	CHIEF FINANCIAL OFFICER AN	2.00	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
2024	No data	No data	No data	No data
2023	$559,315	$520,059	$122,468	$39,256
2022	$285,360	$336,064	$1,131	$-50,704
2021	$253,000	$201,165	$51,835	$51,835