Shaklee Cares (EIN 943169989) - 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

1992

Legal Domicile

Phone

9259242000

Tax Period

2024-04-01 to 2025-03-31

Shaklee Cares, founded in 1992, is a small nonprofit in the Public Safety sector that reported $279K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $249K left a modest 11% surplus.

Mission

THE PURPOSE OF THE CORPORATION IS TO RAISE AND DISTRIBUTE FUNDS AND GOODS FOR THE CHARITABLE PURPOSE OF HELPING PEOPLE LIVE HEALTHIER PER THE MISSION ON PAGE 2.

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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 $278,698

Program Service Revenue $0

Investment Income $770

Other Revenue $0

TOTAL REVENUE $279,468

Expense Breakdown

Grants Paid $248,663

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,663

Other Expenses $100

TOTAL EXPENSES $248,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,468	$258,393	+0.1%
Expenses	$248,763	$311,909	-0.2%
Net Income	$30,705	$-53,516	-1.6%

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

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
MATTHEW TOWN	DIRECTOR	0.5	Officer Director	$0	$0	$0
ROGER BARNETT	DIRECTOR/PRESIDENT	0.5	Officer Director	$0	$0	$0
SHOBHNA ASTHANA	DIRECTOR/TREASURER	0.5	Officer Director	$0	$0	$0
TODD TUCKER	DIRECTOR/SECRETARY	0.5	Officer 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
2025	$279,468	$248,763	$195,339	$30,705
2024	$258,393	$311,909	$164,634	$-53,516
2023	$304,368	$403,447	$218,150	$-99,079
2022	$246,576	$477,675	$317,229	$-231,099
2021	$245,173	$230,273	$548,328	$14,900
2020	$265,547	$503,881	$533,428	$-238,334
2019	$262,875	$256,669	$771,762	$6,206
2018	$391,056	$421,918	$765,556	$-30,862

Shaklee Cares