SHALOM CENTER FOR TREE OF LIFE (EIN 330786965) - 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

1998

Legal Domicile

Principal Officer

JEE R LEE

Phone

2132680807

Tax Period

2024-01-01 to 2024-12-31

SHALOM CENTER FOR TREE OF LIFE, founded in 1998, is a small nonprofit in the Mental Health sector that reported $818K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $123K, a strong 15% operating margin.

Mission

THE SHALOM CENTER ASSISTS LOW AND MODERATE INCOME HOMEBUYERS IN LA AND ORANGE COUNTY AREAS BY PROVIDING FREE CONUSELING AND TRAINING TO EDUCATE CLIENTS ABOUT THEIR HOME PURCHASE OPTIONS. THE SHALOM CENTER IS ALSO PROVIDING OUTREACH AND EDUCATION EVENTS FOR LOW INCOME INDIVIDUALS.

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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 $642,247

Program Service Revenue $96,562

Investment Income $78,730

Other Revenue $0

TOTAL REVENUE $817,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $291,525

Fundraising Expenses $0

Program Expenses $439,491

Other Expenses $403,127

TOTAL EXPENSES $694,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$817,539	$1,180,040	-0.3%
Expenses	$694,652	$658,214	+0.1%
Net Income	$122,887	$521,826	-0.8%

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

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
DANNY W CHOE	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH M CHUNG	DIRECTOR	2.00	Director	$0	$0	$0
JAE K KIM	BOARD CHAIR	2.00	Director	$0	$0	$0
RO W LEE	DIRECTOR	2.00	Director	$0	$0	$0
JEE R LEE	PRESIDENT	40.00	Officer	$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
2024	$817,539	$694,652	$2,286,579	$122,887
2023	$1,180,040	$658,214	$2,165,145	$521,826
2022	$1,352,339	$631,293	$1,643,347	$721,046
2022	$1,352,339	$631,293	$1,643,347	$721,046
2021	$661,724	$484,660	$912,494	$177,064
2021	$608,724	$484,660	$859,494	$124,064
2020	$492,418	$327,787	$742,412	$164,631
2019	$419,625	$390,255	$576,944	$29,370
2018	$334,829	$238,975	$547,869	$95,854

SHALOM CENTER FOR TREE OF LIFE