SHOLOM COMMUNITY ALLIANCE HOME HEA… - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

JIM NEWBROUGH

Phone

9529356311

Tax Period

2023-10-01 to 2024-09-30

SHOLOM COMMUNITY ALLIANCE HOME HEALTH CARE, founded in 2001, is a community nonprofit in the Health Care sector that reported $5.9M in total revenue in fiscal year 2023. Expenses of $7.4M exceeded revenue, resulting in a 25% operating deficit.

Mission

SHOLOM IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING A BROAD CONTINUUM OF RESIDENTIAL, SOCIAL SERVICE, AND HEALTH CARE SERVICES PRIMARILY FOR OLDER ADULTS.

Program Service Accomplishments

Program 1

Expenses: $6,548,611 Revenue: $5,752,155

PROVIDES HOME HEALTH CARE SERVICES TO RESIDENTS OF THE VARIOUS FACILITIES OWNED AND OPERATED BY SHOLOM COMMUNITY ALLIANCE AND IN THE COMMUNITY. PROVIDES HOSPICE CARE SERVICES THROUGHOUT SHOLOM...

PROVIDES HOME HEALTH CARE SERVICES TO RESIDENTS OF THE VARIOUS FACILITIES OWNED AND OPERATED BY SHOLOM COMMUNITY ALLIANCE AND IN THE COMMUNITY. PROVIDES HOSPICE CARE SERVICES THROUGHOUT SHOLOM COMMUNITY ALLIANCE FACILITIES AND IN THE COMMUNITY.

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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 $6,245

Program Service Revenue $5,752,155

Investment Income $16,633

Other Revenue $157,016

TOTAL REVENUE $5,932,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,711,523

Fundraising Expenses $0

Program Expenses $6,548,611

Other Expenses $3,730,447

TOTAL EXPENSES $7,441,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,932,049	$5,891,065	+0.0%
Expenses	$7,441,970	$6,112,159	+0.2%
Net Income	$-1,509,921	$-221,094	+5.8%

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

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

$949,585

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT SEILER	PAST PRESIDENT	1.00	Director	$0	$0	$0
DAVID NIRENSTEIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB MEICHES MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAYNE ROSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
RENEE LAMPERT	TREASURER	1.00	Officer Director	$0	$0	$0
LISA EDSTROM	DIRECTOR - THRU 1/30/24	1.00	Director	$0	$0	$0
KIM WOLSON	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY PIEROTTI	DIRECTOR	1.00	Director	$0	$0	$0
JERRY RUDICK	DIRECTOR	1.00	Director	$0	$0	$0
SHERYL RUTZICK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SCHANFIELD	DIRECTOR	1.00	Director	$0	$0	$0
LINDA STEIN	DIRECTOR	1.00	Director	$0	$0	$0
JON STONE	DIRECTOR	1.00	Director	$0	$0	$0
DOUG WEISSMAN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE RESIG	DIRECTOR	1.00	Director	$0	$0	$0
SONIA UNGERMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARC SALITA	DIRECTOR	1.00	Director	$0	$0	$0
LISA FURMAN	DIRECTOR	1.00	Director	$0	$0	$0
BARB KLICK	CEO	5.00	Officer	$0	$22,194	$419,730
DAVID BERRYMAN	CFO	5.00	Officer	$0	$17,686	$272,471
ANN THOLE	COO	5.00	Officer	$0	$7,894	$257,384
JIM NEWBROUGH	CEO	5.00	Officer	$0	$0	$0
ELIZABETH ADAMS	DIRECTOR OF HOMECARE SERVICES	40.00	Highest	$107,378	$3,489	$110,867

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
2024	$5,932,049	$7,441,970	$1,192,791	$-1,509,921
2023	$5,891,065	$6,112,159	$1,796,377	$-221,094
2022	$5,053,699	$5,588,747	$2,130,889	$-535,048
2021	$6,601,759	$6,089,817	$3,066,544	$511,942
2020	$4,889,502	$4,527,670	$3,393,206	$361,832
2019	$5,088,140	$4,819,776	$2,376,506	$268,364
2018	$4,883,321	$4,415,830	$2,126,071	$467,491

SHOLOM COMMUNITY ALLIANCE HOME HEALTH CARE