THE SHAPE 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

2022

Legal Domicile

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

TO PROVIDEAND SUPPORT BLOOD DRIVES FOR THE AMERICAN RED CROSS IN THE NORTHERN VIRGNIA AREA, FOOD DRIVES, CLEAN UP AND MAINTENANCE OF THE WASHINGTON AND OLD DOMINION TRAIL, SUPPORT THE JOB'S DAUGHTERS INTERNATIONAL, SUPPORT THE DEMOLAY INTERNATIONAL, SUPPORT THE ORDER OF THE EASTERN STAR, PROVIDE A MEETING PLACE FOR THE BOY SCOUTS AND GIRL SCOUNTS OF AMERICA, PROVIDE SUPPORT FOR THE ALLIED MASONIC DEGREES,PROVIDE SCHOLARSHIPS FOR THE LOCAN HERNDON, VA COMMUNITY FOCUSED ON COMMUNITY SERVICE AND FINANCIAL NEEDS OF APPLICANTS, FUNDING A PROJECT TO PROVIDE A MEMORIAL FOR THE USS HERNDON, AND TO PROVIDE RENOVATION AND MAINTENANCE OF THE BUILDING USED BY OUR ORGANIZATION WHICH WE WILL HAVE UNDER LEASE.

Program Service Accomplishments

Program 1

SINCE THIS IS THE FIRST YEAR (PARTIAL YEAR) OF OUR ORGANIZATION'S, WE SPENT THIS TIME RENOVATING THE SPACE WE WILL USE TO ACCOMPLISH OUR ORGANIZATION'S MISSION

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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 (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

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	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