SHALOM II HOUSING INC (EIN 050477790) - 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

Principal Officer

PAMELA MORRIS MSW

Phone

4017384414

Tax Period

2023-07-01 to 2024-06-30

SHALOM II HOUSING INC, founded in 1994, is a small nonprofit in the Health Care sector that reported $488K in total revenue in fiscal year 2023.

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 (2023)

Revenue Breakdown

Contributions & Grants $1,718

Program Service Revenue $482,332

Investment Income $954

Other Revenue $3,295

TOTAL REVENUE $488,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,134

Fundraising Expenses $0

Program Expenses $386,614

Other Expenses $418,757

TOTAL EXPENSES $488,891

Year-over-Year Comparison

	2023	2022	Change
Revenue	$488,299	$485,455	+0.0%
Expenses	$488,891	$532,687	-0.1%
Net Income	$-592	$-47,232	-1.0%

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

$512,823

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
KELLEY BERKEREY	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW BLANK	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE FARBER BUDISH	DIRECTOR	1.00	Director	$0	$0	$0
STUART EINHORN	DIRECTOR (TO 11/23)	1.00	Director	$0	$0	$0
DOUG EMANUEL	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN ENGLE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GALKIN	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA ISENBERG	DIRECTOR (TO 11/23)	1.00	Director	$0	$0	$0
NICOLE JELLINEK	DIRECTOR (TO 11/23)	1.00	Director	$0	$0	$0
MYRNA LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD LICHT	DIRECTOR	1.00	Director	$0	$0	$0
JOIE MAGNONE	DIRECTOR (TO 11/23)	1.00	Director	$0	$0	$0
DEBORAH MANDELL	DIRECTOR (TO 11/23)	1.00	Director	$0	$0	$0
VINCENT MOR	DIRECTOR (TO 11/23)	1.00	Director	$0	$0	$0
BONNIE RYVICKER	DIRECTOR	1.00	Director	$0	$0	$0
NIECIE WEINER	DIRECTOR	1.00	Director	$0	$0	$0
MARISA GARBER	DIRECTOR	1.00	Director	$0	$0	$0
FELICE FARBER	DIRECTOR	1.00	Director	$0	$0	$0
MAILYN KATZ	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA MORRIS	PRESIDENT AND CEO	5.00	Officer	$0	$6,719	$196,848
RENEE ST JOHN	CFO	5.00	Officer	$0	$10,181	$141,924
SUSAN BAZAR	EXECUTIVE DIRECTOR (TO 11/23)	20.00	Officer	$0	$0	$98,753
RACHAEL ADAMS	PORTFOLIO MANAGER	20.00	Officer	$0	$1,700	$75,298

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	No data	No data	No data	No data
2024	$488,299	$488,891	$884,262	$-592
2023	$485,455	$532,687	$852,120	$-47,232
2022	$481,868	$564,593	$884,413	$-82,725
2021	$504,057	$582,632	$979,340	$-78,575
2020	$486,360	$603,363	$1,030,281	$-117,003
2019	$481,394	$572,727	$1,143,021	$-91,333
2018	$452,252	$585,745	$1,256,482	$-133,493

SHALOM II HOUSING INC