SHOLOM COMMUNITY ALLIANCE

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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

1995

Legal Domicile

Principal Officer

JIM NEWBROUGH

Phone

9529356311

Tax Period

2023-10-01 to 2024-09-30

SHOLOM COMMUNITY ALLIANCE, founded in 1995, is a mid-sized nonprofit in the Housing & Shelter sector that reported $13.0M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $12.0M left a modest 7% surplus.

Mission

SHOLOM IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING A BROAD CONTINUUM OF RESIDENTIAL, SOCIAL SERVICE, AND HEALTH CARE SERVICES PRIMARILY FOR OLDER ADULTS AND WITHIN A JEWISH ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $775,532 Revenue: $5,360,961

SHOLOM COMMUNITY ALLIANCE SUPPORTS THE EFFORTS OF RELATED ENTITIES THAT PROVIDE NURSING HOME, HOUSING, AND COMMUNITY BASED SERVICES PRIMARILY TO THE ELDERLY. THE ALLIANCE IS COMMITTED TO ENHANCING...

SHOLOM COMMUNITY ALLIANCE SUPPORTS THE EFFORTS OF RELATED ENTITIES THAT PROVIDE NURSING HOME, HOUSING, AND COMMUNITY BASED SERVICES PRIMARILY TO THE ELDERLY. THE ALLIANCE IS COMMITTED TO ENHANCING THE QUALITY OF LIFE OF THE PEOPLE IT SERVES AND SERVING THOSE WHO DESIRE TO RECEIVE CARE IN THE ENVIRONMENT GUIDED BY THE DOCTRINE AND PRACTICES OF JUDAISM.

Program 2

Expenses: $3,884,701 Revenue: $3,339,050

SHOLOM COMMUNITY ALLIANCE, LLC IS A 52-UNIT ASSISTED LIVING AND 24-UNIT MEMORY CARE FACILITY KNOWN AS THE ROITENBERG FAMILY ASSISTED LIVING RESIDENCE PROVIDING HOUSING AND RELATED SERVIES TO SENIOR...

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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 $3,743,286

Program Service Revenue $8,700,011

Investment Income $469,929

Other Revenue $79,163

TOTAL REVENUE $12,992,389

Expense Breakdown

Grants Paid $775,532

Salaries & Benefits $4,987,236

Fundraising Expenses $0

Program Expenses $4,660,233

Other Expenses $6,277,383

TOTAL EXPENSES $12,040,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,992,389	$10,262,587	+0.3%
Expenses	$12,040,151	$11,822,515	+0.0%
Net Income	$952,238	$-1,559,928	-1.6%

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

$949,585

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID NIRENSTEIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB MEICHES MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAYNE ROSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
RENEE LAMPERT	TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT SEILER	DIRECTOR	1.00	Director	$0	$0	$0
KIM WOLSON	DIRECTOR	1.00	Director	$0	$0	$0
JERRY RUDICK	DIRECTOR	1.00	Director	$0	$0	$0
SHERYL RUTZICK	DIRECTOR	1.00	Director	$0	$0	$0
LINDA STEIN	DIRECTOR	1.00	Director	$0	$0	$0
JON STONE	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY PIEROTTI	DIRECTOR	1.00	Director	$0	$0	$0
DOUG WEISSMAN	DIRECTOR	1.00	Director	$0	$0	$0
LISA FURMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARC SALITA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE RESIG	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SCHANFIELD MD	DIRECTOR	1.00	Director	$0	$0	$0
SONIA UNGERMAN	DIRECTOR	1.00	Director	$0	$0	$0
LISA EDSTROM	DIRECTOR - THRU 1/30/24	1.00	Director	$0	$0	$0
BARB KLICK	CEO	5.00	Officer	$397,536	$22,194	$419,730
DAVID BERRYMAN	CFO	5.00	Officer	$254,785	$17,686	$272,471
ANN THOLE	COO	5.00	Officer	$249,490	$7,894	$257,384
JIM NEWBROUGH	CEO	5.00	Officer	$0	$0	$0
SHELLEY ARUMBA	DIRECTOR OF CLINICAL SERVICES	40.00	Highest	$140,066	$16,019	$156,085
MARLETTE KIELCZEWSKI	VP OF HR	40.00	Highest	$143,250	$9,021	$152,271
DOUG WYCKOFF	VP OF FINANCE	40.00	Highest	$133,603	$4,349	$137,952

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	$12,992,389	$12,040,151	$31,816,866	$952,238
2023	$10,262,587	$11,822,515	$35,667,418	$-1,559,928
2022	$10,583,607	$11,542,963	$24,119,025	$-959,356
2021	$15,634,207	$10,934,817	$28,843,468	$4,699,390
2020	$13,489,978	$11,347,718	$25,823,653	$2,142,260
2019	$16,490,518	$11,713,346	$25,829,032	$4,777,172
2018	$14,373,294	$12,202,157	$24,311,544	$2,171,137