SHALOM HOUSING INC (EIN 050378004) - 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

1978

Legal Domicile

Principal Officer

PAMELA MORRIS MSW

Phone

4017384414

Tax Period

2024-07-01 to 2025-06-30

SHALOM HOUSING INC, founded in 1978, is a community nonprofit in the Housing & Shelter sector that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $445K, a strong 22% operating margin.

Mission

LOW INCOME HOUSING FOR THE ELDERLY

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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 $70,664

Program Service Revenue $1,923,350

Investment Income $19,548

Other Revenue $11,414

TOTAL REVENUE $2,024,976

Expense Breakdown

Grants Paid $220,000

Salaries & Benefits $385,028

Fundraising Expenses $0

Program Expenses $1,400,419

Other Expenses $975,334

TOTAL EXPENSES $1,580,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,024,976	$1,844,319	+0.1%
Expenses	$1,580,362	$1,497,150	+0.1%
Net Income	$444,614	$347,169	+0.3%

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

$456,822

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MINDY STONE	CHAIR	1.00	Officer Director	$0	$0	$0
KAYLA ROSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
MINNA ELLISON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTINE CANNATA	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW BLANK	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE FARBER BUDISH	DIRECTOR	1.00	Director	$0	$0	$0
DOUG EMANUEL	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN ENGLE	DIRECTOR	1.00	Director	$0	$0	$0
FELICE FARBER	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA WERBER FELDMAN	DIRECTOR (AS OF 11/2024)	1.00	Director	$0	$0	$0
JAMES GALKIN	DIRECTOR	1.00	Director	$0	$0	$0
MARISA GARBER	DIRECTOR	1.00	Director	$0	$0	$0
MAILYN KATZ	DIRECTOR	1.00	Director	$0	$0	$0
MYRNA LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD LICHT	DIRECTOR	1.00	Director	$0	$0	$0
HAL MATZKIN	DIRECTOR (AS OF 11/2024)	1.00	Director	$0	$0	$0
JEFFREY ROGG	DIRECTOR (AS OF 11/2024)	1.00	Director	$0	$0	$0
BONNIE RYVICKER	DIRECTOR	1.00	Director	$0	$0	$0
NIECIE WEINER	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA MORRIS	PRESIDENT AND CEO	5.00	Officer	$0	$29,445	$212,528
RENEE ST JOHN	CFO	5.00	Officer	$0	$13,683	$150,701
RACHAEL ADAMS	PORTFOLIO MANAGER	20.00	Officer	$0	$3,000	$93,593

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	$2,024,976	$1,580,362	$3,720,397	$444,614
2024	No data	No data	No data	No data
2023	$1,747,104	$1,910,256	$2,800,654	$-163,152
2022	$1,661,259	$1,295,545	$2,918,226	$365,714
2021	$1,651,232	$1,075,478	$2,755,595	$575,754
2020	$1,383,535	$1,179,621	$1,979,350	$203,914
2019	$1,209,992	$1,027,132	$1,753,837	$182,860
2018	$1,205,486	$1,106,006	$1,800,406	$99,480

SHALOM HOUSING INC