SHALVA INC (EIN 363449507) - 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

1986

Legal Domicile

Principal Officer

NAOMI SENSER

Phone

7735834673

Tax Period

2023-06-01 to 2024-05-31

SHALVA INC, founded in 1986, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $437K, a strong 20% operating margin.

Mission

BASED ON A REVIEW OF COMPARABLE SALARY STUDIES AND THE ANNUAL OPERATING BUDGET, AS WELL AS A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR, CONDUCTED BY THE BOARD PRESIDENT, THE EXECUTIVE COMMITTEE MEMBERS VOTE ON THE ANNUAL SALARY AND DOCUMENT THEIR DECISION.

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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 $2,056,849

Program Service Revenue $0

Investment Income $119,479

Other Revenue $-22,213

TOTAL REVENUE $2,154,115

Expense Breakdown

Grants Paid $26,511

Salaries & Benefits $1,161,504

Fundraising Expenses $271,491

Program Expenses $1,094,379

Other Expenses $528,956

TOTAL EXPENSES $1,716,971

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,154,115	$1,482,568	+0.5%
Expenses	$1,716,971	$1,705,067	+0.0%
Net Income	$437,144	$-222,499	-3.0%

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

$164,454

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY BROWN TUCHLER	SECRETARY	0.62	Officer Director	$0	$0	$0
SARA BLOCK	DIRECTOR	0.38	Director	$0	$0	$0
BLUMA BRONER	DIRECTOR	0.42	Director	$0	$0	$0
MARILYN EISENBERG	DIRECTOR	0.62	Director	$0	$0	$0
NAOMI SENSER	PRESIDENT	2.21	Officer Director	$0	$0	$0
REBECCA BERLIN MELZER	DIRECTOR	0.37	Director	$0	$0	$0
HELENE PARIS	DIRECTOR	0.50	Director	$0	$0	$0
CAROL GOOZE	DIRECTOR	0.25	Director	$0	$0	$0
ESTHER SHKOP	DIRECTOR	0.33	Director	$0	$0	$0
DIANE L ROSENFELD	DIRECTOR	0.21	Director	$0	$0	$0
RACHEL ABLIN	DIRECTOR	0.62	Director	$0	$0	$0
FAYGE SIEGAL	DIRECTOR	0.37	Director	$0	$0	$0
DIANNE TESLER	DIRECTOR	0.37	Director	$0	$0	$0
STEPHANIE OETTINGER	TREASURER	1.00	Officer Director	$0	$0	$0
WENDY MARGOLIN	DIRECTOR	0.25	Director	$0	$0	$0
AMY STARR FEDER	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN WINICK	DIRECTOR	0.38	Director	$0	$0	$0
JOSEPH GREENBERG	DIRECTOR	0.40	Director	$0	$0	$0
ANDREA MELTZER	DIRECTOR	0.77	Director	$0	$0	$0
STACY HALPERN	DIRECTOR	0.38	Director	$0	$0	$0
LAUREN COHN	DIRECTOR	0.25	Director	$0	$0	$0
MARLENE COPELAND	EXECUTIVE DIRECTOR	40.00	Officer	$152,800	$11,654	$164,454
ALISON BLOOM	DIRECTOR OF DEVELOPMENT	40.00	Highest	$103,982	$7,193	$111,175

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	No data	No data	No data	No data
2024	$2,154,115	$1,716,971	$3,967,879	$437,144
2023	$1,482,568	$1,705,067	$3,522,802	$-222,499
2022	$2,044,692	$1,606,185	$3,694,299	$438,507
2021	$1,697,874	$1,387,546	$3,437,380	$310,328
2020	$2,145,362	$1,171,712	$3,053,850	$973,650
2019	$1,567,767	$1,067,391	$1,925,051	$500,376
2018	$1,161,407	$988,777	$1,450,050	$172,630

SHALVA INC