SHOLL-FREEDE FOUNDATION

EIN: 854395037 501(c)(3) Philanthropy & Grantmaking

SEAL BEACH, CA

Total Revenue
$559,315
Total Expenses
$520,059
Total Assets
$122,468
Net Assets
$122,468
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2020
Legal Domicile
CA
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 PASSIONATELY ACT IN BUILDING POSITIVE PROGRESS FOR OUR PLANET AND PEOPLE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
3
Independent Members
3
Employees
1
Volunteers
3

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare SHOLL-FREEDE FOUNDATION with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.