HEALDSBURG SHARED MINISTRIES (EIN 942838706) - 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

1982

Legal Domicile

Principal Officer

JENNIFER VELASQUEZ

Phone

7074333663

Tax Period

2025-01-01 to 2025-12-31

HEALDSBURG SHARED MINISTRIES, founded in 1982, is a small nonprofit that reported $502K in total revenue in fiscal year 2025. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 23% operating margin.

Mission

TO PROVIDE FOOD AND OTHER SERVICES TO PEOPLE IN POVERTY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $501,805

Program Service Revenue $0

Investment Income $5

Other Revenue $0

TOTAL REVENUE $501,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,692

Other Expenses $384,829

TOTAL EXPENSES $384,829

Year-over-Year Comparison

	2025	2024	Change
Revenue	$501,810	$374,610	+0.3%
Expenses	$384,829	$338,038	+0.1%
Net Income	$116,981	$36,572	+2.2%

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

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
DOMENICA CATELLI	BOARD MEMBER	N/A	Director	$0	$0	$0
PATTY DAHL	BOARD MEMBER	N/A	Director	$0	$0	$0
SUSAN GRAF	BOARD MEMBER	N/A	Director	$0	$0	$0
GRACE LUCERO	BOARD MEMBER	N/A	Director	$0	$0	$0
STEPHAN PASSALACQUA	BOARD MEMBER	N/A	Director	$0	$0	$0
CARMEN PEREZ	BOARD MEMBER	N/A	Director	$0	$0	$0
JULIANA CHIOFFI	VICE PRESIDE	N/A	Officer	$0	$0	$0
JENNIFER VELASQUEZ	PRESIDENT	N/A	Officer	$0	$0	$0
JANET ZIEDRICH	TREASURER	N/A	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	$501,810	$384,829	$1,068,617	$116,981
2024	$374,610	$338,038	$865,417	$36,572
2023	$386,691	$280,914	$743,068	$105,777
2022	$511,010	$422,031	$637,291	$88,979
2021	$301,154	$250,436	$709,933	$50,718
2020	$478,158	$391,031	$461,660	$87,127
2019	$308,103	$233,418	$374,533	$74,685
2018	$245,643	$200,485	$430,630	$45,158

HEALDSBURG SHARED MINISTRIES