SHALOM LEARNING 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

2008

Legal Domicile

Principal Officer

BENJAMIN LIEBLICH

Phone

3016603800

Tax Period

2025-01-01 to 2025-12-31

SHALOM LEARNING INC, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $972K in total revenue in fiscal year 2025. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $166K, a strong 17% operating margin.

Mission

ShalomLearning transforms Jewish education by providing innovative, values-based programs including curriculum, online education, and teacher training for grades K-7 across in-person, online, and blended settings. (CONTINUED ON SCH. O)

Program Service Accomplishments

Program 1

Expenses: $806,540 Revenue: $365,555

In 2025, ShalomLearning made significant progress across leadership, finances, programming, and organizational capacity. A major milestone was the negotiated forgiveness of $250,000 in debt...

In 2025, ShalomLearning made significant progress across leadership, finances, programming, and organizational capacity. A major milestone was the negotiated forgiveness of $250,000 in debt, strengthening the Organizations financial footing and supporting continued investment in growth. The appointment of a new Executive Director with nearly 20 years of nonprofit experience in education and social services in June 2025 marked a pivotal leadership transition that advanced the Oganizations fundraising, development systems, board engagement, and governance capacity,thus positioning ShalomLearning to grow support from individual donors and foundations. (CONTINUED ON SCH. O)

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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 (2025)

Revenue Breakdown

Contributions & Grants $606,872

Program Service Revenue $365,555

Investment Income $0

Other Revenue $28

TOTAL REVENUE $972,455

Expense Breakdown

Grants Paid $0

Salaries & Benefits $505,943

Fundraising Expenses $106,911

Program Expenses $806,540

Other Expenses $300,597

TOTAL EXPENSES $806,540

Year-over-Year Comparison

	2025	2024	Change
Revenue	$972,455	$576,659	+0.7%
Expenses	$806,540	$670,439	+0.2%
Net Income	$165,915	$-93,780	-2.8%

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

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

$250,133

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEIDI LOVITZ	SENIOR MANAGING DIR	40.00	Key Emp	$131,583	$0	$131,583
LILLIAN ROUNTREE	EXECUTIVE DIRECTOR	40.00	Key Emp	$118,550	$0	$118,550
DEVIN SCHAIN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
BENJAMIN LIEBLICH	TREASURER	2.00	Officer Director	$0	$0	$0
JERRY HERMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
RABBI SARAH TASMAN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID KUSHNER	DIRECTOR	2.00	Director	$0	$0	$0
DOUGLAS E LYNCH	DIRECTOR	2.00	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	$972,455	$806,540	$47,103	$165,915
2024	No data	No data	No data	No data
2023	$609,317	$744,103	$125,411	$-134,786
2022	$633,815	$728,887	$267,886	$-95,072
2021	$914,498	$999,024	$307,105	$-84,526
2020	$1,058,295	$911,384	$379,194	$146,911
2019	$573,452	$864,228	$137,913	$-290,776
2018	$869,552	$834,335	$536,132	$35,217