SHEFA SCHOOL (EIN 472048496) - 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

2014

Legal Domicile

Principal Officer

ILANA RUSKAY-KIDD

Phone

2128731300

Tax Period

2023-07-01 to 2024-06-30

SHEFA SCHOOL, founded in 2014, is a mid-sized nonprofit in the Education sector that reported $23.4M in total revenue in fiscal year 2023. Expenses of $20.1M left a modest 14% surplus.

Mission

THE SHEFA SCHOOL IS A JEWISH COMMUNITY DAY SCHOOL THAT SERVICES CHILDREN WHO NEED A SPECIALIZED EDUCATIONAL ENVIRONMENT IN ORDER TO DEVELOP THEIR STRENGTHS WHILE ADDRESSING THEIR LEARNING CHALLENGES

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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 $6,233,052

Program Service Revenue $16,685,364

Investment Income $772,341

Other Revenue $-263,014

TOTAL REVENUE $23,427,743

Expense Breakdown

Grants Paid $1,508,992

Salaries & Benefits $12,833,163

Fundraising Expenses $648,693

Program Expenses $17,205,781

Other Expenses $5,737,683

TOTAL EXPENSES $20,079,838

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,427,743	$21,828,978	+0.1%
Expenses	$20,079,838	$18,569,184	+0.1%
Net Income	$3,347,905	$3,259,794	+0.0%

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

132

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

$894,709

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SIMON SHEMIA	CHAIRMAN EMERTIS	5.00	Officer Director	$0	$0	$0
ROBERT FROST	PRESIDENT	10.00	Officer Director	$0	$0	$0
JEFF FEIG	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
DANA RAUCHER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JUDITH ROSENBERG	TREASURER	5.00	Officer Director	$0	$0	$0
JONATHAN ADELSBERG	TRUSTEE	5.00	Director	$0	$0	$0
ROBERT BERNSTEIN	TRUSTEE	5.00	Director	$0	$0	$0
ARIELA DUBLER	TRUSTEE	5.00	Director	$0	$0	$0
JOSHUA KAZAM	TRUSTEE	5.00	Director	$0	$0	$0
JOY LEVITT	TRUSTEE	5.00	Director	$0	$0	$0
IVAN LEHON	TRUSTEE	5.00	Director	$0	$0	$0
RAY LINDENBAUM	TRUSTEE	5.00	Director	$0	$0	$0
AVNER MENDELSON	TRUSTEE	5.00	Director	$0	$0	$0
HOWARD SALZBERG	TRUSTEE	5.00	Director	$0	$0	$0
JOSHUA SCHWALBE	TRUSTEE	5.00	Director	$0	$0	$0
CLAIRE SHAMAH	TRUSTEE	5.00	Director	$0	$0	$0
JONATHAN SLONIM	TRUSTEE	5.00	Director	$0	$0	$0
JUSTIN ZISES	TRUSTEE	5.00	Director	$0	$0	$0
ILANA RUSKAY-KIDD	HEAD OF SCHOOL	40.00	Officer	$515,611	$105,752	$621,363
JAMES HALLIDAY	CHIEF FINANCIAL OFFICER	40.00	Officer	$228,482	$44,864	$273,346
AVI-YONAH SCHWAB	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$262,935	$57,332	$320,267
DOUGLAS LEREA	HEAD OF JUDIAC STUDIES	40.00	Highest	$191,473	$82,116	$273,589
VICTORIA MESSLER	HEAD OF CURRICULUM	40.00	Highest	$157,458	$6,578	$164,036
IAN COHEN	HEAD OF MIDDLE SCHOOL	40.00	Highest	$153,676	$10,542	$164,218
REBECCA RITTER	HEAD OF TEACHING & LEARNING	40.00	Highest	$179,369	$28,330	$207,699

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	No data	No data	No data	No data
2024	$23,427,743	$20,079,838	$275,545,135	$3,347,905
2023	$21,828,978	$18,569,184	$272,764,391	$3,259,794
2022	$19,569,963	$16,561,869	$263,551,913	$3,008,094
2021	$21,521,359	$13,328,951	$21,335,767	$8,192,408
2020	$12,523,017	$10,722,670	$13,091,471	$1,800,347
2019	$9,990,205	$9,808,429	$9,729,030	$181,776

SHEFA SCHOOL