Sheepherder Square Foundation (EIN 871585569) - 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

2022

Legal Domicile

Principal Officer

Monte Koch

Phone

4069300961

Tax Period

2024-01-01 to 2024-12-31

Sheepherder Square Foundation, founded in 2022, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 631% from the prior year, signaling strong growth momentum. The organization ran a surplus of $966K, a strong 91% 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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,062,020

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,062,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $89,414

Program Expenses $2,321

Other Expenses $12,834

TOTAL EXPENSES $96,482

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,062,020	$145,305	+6.3%
Expenses	$96,482	$33,732	+1.9%
Net Income	$965,538	$111,573	+7.7%

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

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
2024	$1,062,020	$96,482	$1,077,111	$965,538
2023	$145,305	$33,732	$111,573	$111,573

Sheepherder Square Foundation