SHALOM HOLISTIC HEALTH SERVICES INC (EIN 208566062) - 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

2007

Legal Domicile

Principal Officer

STACEY WRIGHT

Phone

6082050505

Tax Period

2024-11-01 to 2025-10-31

SHALOM HOLISTIC HEALTH SERVICES INC, founded in 2007, is a micro nonprofit in the Health Care sector that reported $97K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $92K left a modest 5% surplus.

Mission

TO PROVIDE FREE, COMPASSIONATE, NON-EMERGENCY HEALTH AND DENTAL CARE TO ADULTS WITH INSUFFICIENT HEALTH INSURANCE COVERAGE IN THE STOUGHTON, WI AREA.

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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 $96,494

Program Service Revenue $0

Investment Income $221

Other Revenue $0

TOTAL REVENUE $96,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,207

Fundraising Expenses $3,043

Other Expenses $32,957

TOTAL EXPENSES $92,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,715	$68,764	+0.4%
Expenses	$92,164	$96,208	0.0%
Net Income	$4,551	$-27,444	-1.2%

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

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY VERDEGAN	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTINE CLEMENT	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD ALBRIGHT	DIRECTOR	5.00	Director	$0	$0	$0
DANNY CEVILLA	DIRECTOR	N/A	Director	$0	$0	$0
ANGLEA ROWIN TIPPIT	PRESIDENT	5.00	Officer	$0	$0	$0
DAWN HAYDEN	VICE PRESIDENT	5.00	Officer	$0	$0	$0
JANE FISCHER	SECRETARY	5.00	Officer	$0	$0	$0
STACEY WRIGHT	TREASURER	5.00	Officer	$0	$0	$0
GREG LYNCH	DIRECTOR	5.00	Director	$0	$0	$0

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	$96,715	$92,164	$168,242	$4,551
2024	$68,764	$96,208	$162,864	$-27,444
2023	$127,943	$100,758	$192,138	$27,185
2022	$111,602	$99,309	$165,251	$12,293
2021	$72,894	$41,512	$159,458	$31,382
2020	$61,501	$38,974	$126,097	$22,527

SHALOM HOLISTIC HEALTH SERVICES INC