SHEPHERD FOUNDATION (EIN 952293659) - 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

1994

Legal Domicile

Phone

7149285192

Tax Period

2023-01-01 to 2023-12-31

SHEPHERD FOUNDATION, founded in 1994, is a micro nonprofit that reported $23K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $21K left a modest 8% surplus.

Mission

SOCIAL AND RELIGIOUS REHABILITATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $22,550

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $22,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,500

Fundraising Expenses $0

Program Expenses $2,865

Other Expenses $10,262

TOTAL EXPENSES $20,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,550	$20,825	+0.1%
Expenses	$20,762	$25,767	-0.2%
Net Income	$1,788	$-4,942	-1.4%

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

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
TIM COX	OFFICER	0.00	Officer	$0	$0	$0
ERLENE LEMING	KEY PERSONEL	10.00	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
2023	$22,550	$20,762	No data	$1,788
2022	$20,825	$25,767	$12,030	$-4,942
2021	$26,840	$24,250	$16,972	$2,590
2020	$26,790	$25,212	$14,382	$1,578
2019	$26,944	$27,935	$12,804	$-991
2018	$31,750	$29,184	$13,795	$2,566

SHEPHERD FOUNDATION