SHANGRI-LA CORPORATION (EIN 930509414) - Form 990 Financial Analysis & Trantor Score

🔒

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

1964

Legal Domicile

Principal Officer

JANET YOUSEY

Phone

5035811732

Tax Period

2024-07-01 to 2025-06-30

SHANGRI-LA CORPORATION, founded in 1964, is a mid-sized nonprofit in the Human Services sector that reported $29.0M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $26.2M left a modest 10% surplus.

Mission

TO SERVE PEOPLE WITH DISABILITIES OR DISADVANTAGES SO THEY MAY RECOGNIZE AND ACHIEVE THEIR POTENTIAL.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,413,160

Program Service Revenue $26,998,713

Investment Income $550,021

Other Revenue $-9,158

TOTAL REVENUE $28,952,736

Expense Breakdown

Grants Paid $12,907

Salaries & Benefits $20,419,105

Fundraising Expenses $0

Program Expenses $23,029,561

Other Expenses $5,760,563

TOTAL EXPENSES $26,192,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,952,736	$26,303,051	+0.1%
Expenses	$26,192,575	$25,312,552	+0.0%
Net Income	$2,760,161	$990,499	+1.8%

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

Employees

450

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

$386,815

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL KEMRY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAKE FRENCH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JAN FRANK	SECRETARY	2.00	Officer Director	$0	$0	$0
NICK BENDER	TREASURER	2.00	Officer Director	$0	$0	$0
SEBRINA GRIDLEY	DIRECTOR	2.00	Director	$0	$0	$0
RASHMI JOSHI	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN KALAR	DIRECTOR	2.00	Director	$0	$0	$0
JAMES KIMSEY	DIRECTOR	2.00	Director	$0	$0	$0
MARIBEL MENDEZ	DIRECTOR	2.00	Director	$0	$0	$0
RAE REYNOSA	DIRECTOR	2.00	Director	$0	$0	$0
WINIFRED SKINNER	DIRECTOR	2.00	Director	$0	$0	$0
RYAN TRIBBETT	DIRECTOR	2.00	Director	$0	$0	$0
JANET YOUSEY	CHIEF EXECUTIVE OFFICER	70.00	Officer	$238,222	$21,340	$259,562
ANDRE VEILLET	DIRECTOR OF FINANCE	70.00	Officer	$120,861	$6,392	$127,253

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	$28,952,736	$26,192,575	$36,869,402	$2,760,161
2024	$26,303,051	$25,312,552	$33,333,440	$990,499
2023	$28,414,064	$22,575,594	$28,261,750	$5,838,470
2022	$25,131,171	$21,639,069	$22,605,425	$3,492,102
2021	$27,154,962	$20,484,362	$20,350,185	$6,670,600
2020	$23,548,951	$20,298,057	$17,720,949	$3,250,894
2019	$23,827,819	$23,669,365	$12,768,000	$158,454
2018	$24,326,062	$24,523,194	$12,822,884	$-197,132

SHANGRI-LA CORPORATION