SHIELD OF DAVID INC

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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

1923

Legal Domicile

Principal Officer

MARNI SUSSMAN

Phone

7189398700

Tax Period

2024-07-01 to 2025-06-30

SHIELD OF DAVID INC, founded in 1923, is a mid-sized nonprofit in the Human Services sector that reported $33.1M in total revenue in fiscal year 2024.

Mission

ORGANIZED FOR THE PURPOSE OF PROVIDING EDUCATIONAL AND OTHER SERVICES TO INDIVIDUALS WHO ARE DEVELOPMENTALLY DISABLED. OUR MISSION IS TO WORK IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES TO ENABLE CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES TO LEAD MEANINGFUL LIVES. OUR FOCUS IS ON FOSTERING EACH INDIVIDUAL'S INDEPENDENCE AS A FULL-FLEDGED MEMBER OF HIS OR HER FAMILY AND COMMUNITY, AND COLLABORATING IN FAMILIES' LIFE-LONG EFFORTS TO PROVIDE RICH LIVES FOR THEIR CHILDREN.

Program Service Accomplishments

Program 1

Expenses: $15,868,850 Revenue: $15,314,770

EDUCATION SERVICES / SCHOOL PROGRAMS: PROVIDED TO OVER 420 STUDENTS. PRESCHOOL PROGRAM PROVIDES MULTIDISCIPLINARY EVALUATIONS, SPECIAL EDUCATION AND RELATED SERVICES TO CHILDREN, AGES 3 TO 5 IN A...

EDUCATION SERVICES / SCHOOL PROGRAMS: PROVIDED TO OVER 420 STUDENTS. PRESCHOOL PROGRAM PROVIDES MULTIDISCIPLINARY EVALUATIONS, SPECIAL EDUCATION AND RELATED SERVICES TO CHILDREN, AGES 3 TO 5 IN A CHILD CENTERED CLASSROOM SETTING. SPECIALIZED INSTRUCTION FOR CHILDREN WHO DISPLAY CHARACTERISTICS ON THE AUTISM SPECTRUM INCLUDE STRUCTURED TEACHING, AIDED LANGUAGE, AND VISUAL SUPPORTS. PRESCHOOL ALSO INCLUDES INTEGRATED CLASSES THAT PROVIDE AN OPPORTUNITY FOR CHILDREN WITH SPECIAL NEEDS TO LEARN AND PLAY WITH TYPICALLY DEVELOPING CHILDREN. ALSO, OUR SCHOOL AGE PROGRAM PROVIDES SPECIAL EDUCATION PROGRAMMING, PERSON CENTERED PLANNING, SPEECH, COUNSELING, OCCUPATIONAL AND PHYSICAL THERAPY TO CHILDREN AGES 6 TO 21 WHO HAVE BEEN DIAGNOSED WITH A DEVELOPMENTAL DISABILITY.

Program 2

Expenses: $12,435,736 Revenue: $14,307,696

DAY HABILITATION / SUPPORT SERVICES: FULL TIME ADULT DAY AND SUPPLEMENTAL EVENING PROGRAMS SERVING OVER 500 CLIENTS WHERE WE PROVIDE SUPPORT FOR A VARIETY OF GROUP AND INDIVIDUAL INTEREST AND LIFE...

DAY HABILITATION / SUPPORT SERVICES: FULL TIME ADULT DAY AND SUPPLEMENTAL EVENING PROGRAMS SERVING OVER 500 CLIENTS WHERE WE PROVIDE SUPPORT FOR A VARIETY OF GROUP AND INDIVIDUAL INTEREST AND LIFE GOALS. CENTER BASED AND COMMUNITY ACTIVITIES PROVIDE LIFE EXPERIENCES TO ENHANCE OPPORTUNITY, INDEPENDENCE AND INCLUSION IN THE COMMUNITIES. SATURDAY SERVICES PROVIDE ENHANCED OPPORTUNITIES FOR SOCIALIZATION, RECREATION AND COMMUNITY INCLUSION. SUPPLEMENTAL SERVICES ARE PROVIDED FOR INDIVIDUALS WHO ARE INVOLVED IN OTHER DAY ACTIVITIES TO ENHANCE THEIR ABILITY TO PARTICIPATE IN THE COMMUNITY.

Program 3

Expenses: $2,487,637 Revenue: $2,151,187

CLINIC & OTHER FUNDING SOURCES: PROVIDED TO OVER 650 CHILDREN AND ADULTS WITH DEVELOPMENTAL DELAY/DISABILITIES. SERVICES PROVIDED INCLUDE PSYCHOLOGICAL, SOCIAL WORK, SPEECH, REHABILITATIVE...

CLINIC & OTHER FUNDING SOURCES: PROVIDED TO OVER 650 CHILDREN AND ADULTS WITH DEVELOPMENTAL DELAY/DISABILITIES. SERVICES PROVIDED INCLUDE PSYCHOLOGICAL, SOCIAL WORK, SPEECH, REHABILITATIVE COUNSELING, OCCUPATIONAL, PHYSICAL THERAPY AND NUTRITIONAL COUNSELING TO INDIVIDUALS AND GROUPS. SPECIALTY SERVICES INCLUDE AUGMENTATIVE COMMUNICATION, EVALUATION AND TREATMENT, EATING AND SWALLOWING EVALUATION AND TREATMENT AND PSYCHOSEXUAL ASSESSMENT AND TREATMENT.

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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 $1,313,535

Program Service Revenue $31,773,653

Investment Income $10

Other Revenue $0

TOTAL REVENUE $33,087,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,228,409

Fundraising Expenses $755

Program Expenses $30,792,223

Other Expenses $11,388,929

TOTAL EXPENSES $34,617,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,087,198	$31,518,051	+0.0%
Expenses	$34,617,338	$32,584,346	+0.1%
Net Income	$-1,530,140	$-1,066,295	+0.4%

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

Employees

352

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

$437,764

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANITA FRIEDMAN	MEMBER	2.00	Director	$0	$0	$0
AROZA SANJANA	MEMBER	2.00	Director	$0	$0	$0
BARRY GOODMAN	MEMBER (OUTGOING)	2.00	Director	$0	$0	$0
BIJAN SAFAI	MEMBER (OUTGOING)	2.00	Director	$0	$0	$0
CONNIE SCHRAFT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOSE NUNEZ	MEMBER	2.00	Director	$0	$0	$0
KEVIN GENIRS	TREASURER	2.00	Officer Director	$0	$0	$0
LORI REINSBERG	PRESIDENT	2.00	Officer Director	$0	$0	$0
LOUISE YOUNG	MEMBER	2.00	Director	$0	$0	$0
LAURIE SPRAYREGEN	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL FRANCO	MEMBER (OUTGOING)	2.00	Director	$0	$0	$0
TIM GENIRS	MEMBER	2.00	Director	$0	$0	$0
TONI BERNSTEIN	MEMBER	2.00	Director	$0	$0	$0
LISA J STEWART	CONTROLLER	35.00	Officer	$135,280	$53,436	$188,716
MARNI SUSSMAN	EXEC. DIRECTOR	35.00	Officer	$229,133	$19,915	$249,048
ELIZABETH LAMARCA	ASSOCIATE EXEC. DIRECTOR	35.00	Highest	$162,135	$49,226	$211,361
JOCELYN ALLEN	HUMAN RESOURCE DIRECTOR	35.00	Highest	$133,909	$33,696	$167,605
JOYCE SULIT	PRINCIPAL	35.00	Highest	$118,132	$46,916	$165,048
NATALIE VARGAS	PRINCIPAL	35.00	Highest	$130,266	$25,955	$156,221
TERESA LANNELLO	TEACHER	34.00	Highest	$119,881	$15,212	$135,093

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	$33,087,198	$34,617,338	$23,580,118	$-1,530,140
2024	$31,518,051	$32,584,346	$24,907,151	$-1,066,295
2023	$30,168,904	$29,877,561	$28,842,467	$291,343
2022	$29,711,676	$27,993,374	$18,713,779	$1,718,302
2021	$30,226,205	$28,672,048	$17,639,108	$1,554,157
2020	$33,824,722	$34,625,363	$18,133,760	$-800,641
2019	$36,498,799	$35,763,414	$12,004,327	$735,385
2018	$34,887,874	$34,575,227	$9,998,331	$312,647