SHEPHERDS FOUNDATION (EIN 860148190) - 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

1981

Legal Domicile

Principal Officer

Ryan Butler

Phone

6022491936

Tax Period

2020-07-01 to 2021-06-30

SHEPHERDS FOUNDATION, founded in 1981, is a micro nonprofit that reported $4K in total revenue in fiscal year 2020. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $1.1M exceeded revenue, resulting in a 29742% operating deficit.

Mission

Support the mission and ministries of Shepherd of the Valley Lutheran Church.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,409

Other Revenue $444

TOTAL REVENUE $3,853

Expense Breakdown

Grants Paid $1,149,830

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,149,830

Other Expenses $0

TOTAL EXPENSES $1,149,830

Year-over-Year Comparison

	2020	2019	Change
Revenue	$3,853	$30,158	-0.9%
Expenses	$1,149,830	$83,311	+12.8%
Net Income	$-1,145,977	$-53,153	+20.6%

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

N/A

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
William Lamkin	President, Secretary, Board of Directors	5	Officer Director	$0	$0	$0
Gail Berggren	Board of Directors	2	Director	$0	$0	$0
Richard Peterson	Board of Directors	2	Director	$0	$0	$0
Ryan Shelby Butler	Board of Directors	1	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
2021	$3,853	$1,149,830	No data	$-1,145,977

SHEPHERDS FOUNDATION