THE SHANK2 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

2021

Legal Domicile

Principal Officer

POLLY APPEL

Phone

2127733000

Tax Period

2021-03-01 to 2021-12-31

THE SHANK2 FOUNDATION, founded in 2021, is a micro nonprofit in the Human Services sector that reported $33K in total revenue in fiscal year 2021.

Mission

TO IMPROVE RESEARCH, RAISE AWARENESS, AND PROVIDE SUPPORT FOR THOSE IMPACTED BY THE RARE GENETIC DISORDER, SHANK2.

Program Service Accomplishments

Program 1

Expenses: $32,185

RESEARCH PROGRAMS FOR THE RARE GENETIC DISORDER, SHANK2, THROUGH PATIENT REGISTRY DEVELOPMENT, IRB DEVELOPMENT, AND TRANSLATIONAL RESEARCH. THE GOAL OF THIS RESEARCH IS TO HELP IDENTIFY COMMON...

RESEARCH PROGRAMS FOR THE RARE GENETIC DISORDER, SHANK2, THROUGH PATIENT REGISTRY DEVELOPMENT, IRB DEVELOPMENT, AND TRANSLATIONAL RESEARCH. THE GOAL OF THIS RESEARCH IS TO HELP IDENTIFY COMMON CHARACTERISTICS ASSOCIATED WITH SHANK2 DISORDERS, BRIDGE THE GAP BETWEEN PATIENTS AND RESEARCHERS, AND TO DISSEMINATE INFORMATION ABOUT ADVANCES IN RESEARCH TO THE COMMUNITY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $32,867

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $32,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,185

Other Expenses $32,867

TOTAL EXPENSES $32,867

Year-over-Year Comparison

	2021	2020	Change
Revenue	$32,867	N/A	N/A
Expenses	$32,867	N/A	N/A
Net Income	$0	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
POLLY APPEL	DIRECTOR, PRESIDENT	15.00	Officer Director	$0	$0	$0
BENJAMIN HUTZ	DIRECTOR, TREASURER, SECRETARY	15.00	Officer Director	$0	$0	$0
ALEX LANJEWAR	DIRECTOR	5.00	Director	$0	$0	$0
JESSICA MOORE	DIRECTOR	0.00	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	$32,867	$32,867	No data	No data