THE SHAPE FOUNDATION

EIN: 883597565 501(c)(3) Community Improvement

RESTON, VA

Total Revenue
$103,916
Total Expenses
$42,775
Total Assets
$61,141
Net Assets
$61,141
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
VA
Principal Officer
FREDERICK BAERENZ
Phone
7574976633
Tax Period
2022-08-04 to 2022-12-31

THE SHAPE FOUNDATION, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $104K in total revenue in fiscal year 2022. The organization ran a surplus of $61K, a strong 59% operating margin.

Mission

CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $103,916
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $103,916

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $34,980
Other Expenses $42,775
TOTAL EXPENSES $42,775

Year-over-Year Comparison

2022 2021 Change
Revenue $103,916 N/A N/A
Expenses $42,775 N/A N/A
Net Income $61,141 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

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Governance

Voting Members
5
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
4
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FREDERICK BAERENZ PRESIDENT 4.00
Officer Director
$0 $0 $0
DAVID FELDMAN VICE PRESIDE 2.00
Officer Director
$0 $0 $0
GREG DEROSA TREASURER 2.00
Officer Director
$0 $0 $0
PHILIP BROOKS SECRETARY 2.00
Officer Director
$0 $0 $0
MARGARET JAMBORSKY DIRECTOR 1.00
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
2022 $103,916 $42,775 $61,141 $61,141
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