SHOLOM ST PAUL SENIOR HOUSING INC (EIN 204844785) - 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

2006

Legal Domicile

Principal Officer

JIM NEWBROUGH

Phone

9529356311

Tax Period

2023-10-01 to 2024-09-30

SHOLOM ST PAUL SENIOR HOUSING INC, founded in 2006, is a small nonprofit in the Housing & Shelter sector that reported $423K in total revenue in fiscal year 2023. Expenses of $525K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO PROVIDE LOW INCOME HOUSING AND RELATED SERVICES TO SENIOR CITIZENS.

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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 $0

Program Service Revenue $391,523

Investment Income $24,957

Other Revenue $6,412

TOTAL REVENUE $422,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,435

Fundraising Expenses $0

Program Expenses $421,407

Other Expenses $448,571

TOTAL EXPENSES $525,006

Year-over-Year Comparison

	2023	2022	Change
Revenue	$422,892	$400,648	+0.1%
Expenses	$525,006	$489,169	+0.1%
Net Income	$-102,114	$-88,521	+0.2%

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

$949,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MACDONALD	PRESIDENT	1.00	Officer Director	$0	$0	$0
JON GORDON	VICE PRESIDENT/SECRETARY -THRU 2/24	1.00	Officer Director	$0	$0	$0
DAVID NIRENSTEIN	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL BENENSON	DIRECTOR	1.00	Director	$0	$0	$0
DOUG WEISSMAN	DIRECTOR	1.00	Director	$0	$0	$0
JERRY RUDICK	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN HELD	DIRECTOR	1.00	Director	$0	$0	$0
BARB KLICK	CEO	5.00	Officer	$0	$22,194	$419,730
JIM NEWBROUGH	CEO	5.00	Officer	$0	$0	$0
DAVID BERRYMAN	CFO	5.00	Officer	$0	$17,686	$272,470
ANN THOLE	COO	5.00	Officer	$0	$7,894	$257,384

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	$422,892	$525,006	$4,856,606	$-102,114
2023	$400,648	$489,169	$4,966,936	$-88,521
2022	$379,736	$544,213	$5,068,036	$-164,477
2021	$381,865	$524,647	$5,206,547	$-142,782
2020	$363,489	$534,713	$5,324,403	$-171,224
2019	$356,868	$539,518	$5,448,308	$-182,650
2018	$315,982	$538,652	$5,664,839	$-222,670

SHOLOM ST PAUL SENIOR HOUSING INC