Sheepherder Square Foundation

🔒

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

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

Monte Koch

Phone

4069300961

Tax Period

2025-01-01 to 2025-12-31

Sheepherder Square Foundation, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $391K in total revenue in fiscal year 2025. Revenue fell 63% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $340K, a strong 87% operating margin.

Mission

Sheepherder Square's mission is to create a vibrant all-season gathering space that fosters community engagement, celebrates local history and stimulates economic vitality.

Program Service Accomplishments

Program 1

Expenses: $2,199

Decommissioning the "old high school", fundraising towards initial construction and hosting community events.

🔒

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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $365,850

Program Service Revenue $0

Investment Income $25,232

Other Revenue $0

TOTAL REVENUE $391,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $41,223

Program Expenses $2,199

Other Expenses $13,436

TOTAL EXPENSES $51,405

Year-over-Year Comparison

	2025	2024	Change
Revenue	$391,082	$1,062,020	-0.6%
Expenses	$51,405	$96,482	-0.5%
Net Income	$339,677	$965,538	-0.6%

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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
Susan Gust St Germain	Secretary	Director	$0	$0	$0
Austin Price Alexander	Director	Director	$0	$0	$0
Lisa Fauth Wagner	Director	Director	$0	$0	$0
Ann Tyler	Director	Director	$0	$0	$0
Brian Engle	Director	Director	$0	$0	$0
Page Dringman	Director	Director	$0	$0	$0
Jami Moody	President	Officer	$0	$0	$0
Steve Harvey	Vice President	Officer	$0	$0	$0
Monte Koch	Treasurer	Officer	$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	$391,082	$51,405	$1,416,788	$339,677
2024	$1,062,020	$96,482	$1,077,111	$965,538
2023	$145,305	$33,732	$111,573	$111,573