SHALOM AUSTIN (EIN 741469465) - 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

1971

Legal Domicile

Principal Officer

DANIEL SEPTIMUS

Phone

5127358000

Tax Period

2024-01-01 to 2024-12-31

SHALOM AUSTIN, founded in 1971, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $25.4M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $23.5M left a modest 8% surplus.

Mission

SHALOM AUSTIN IS THE HUB OF JEWISH LIFE IN CENTRAL TEXAS. THROUGH OUR CULTURAL VALUES, WE PROVIDE PROGRAMS, SERVICES AND RESOURCES TO CONNECT, EMPOWER AND IMPACT THE COMMUNITY LOCALLY, NATIONALLY AND AROUND THE WORLD.

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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 $6,388,487

Program Service Revenue $17,735,647

Investment Income $247,657

Other Revenue $999,088

TOTAL REVENUE $25,370,879

Expense Breakdown

Grants Paid $850,396

Salaries & Benefits $13,683,700

Fundraising Expenses $1,081,580

Program Expenses $15,948,991

Other Expenses $8,919,668

TOTAL EXPENSES $23,453,764

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,370,879	$20,208,059	+0.3%
Expenses	$23,453,764	$19,023,196	+0.2%
Net Income	$1,917,115	$1,184,863	+0.6%

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

674

Volunteers

300

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

$1,253,083

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARTHUR ALTMAN	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
DANIEL CARL	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GROSSFELD	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
HEATHER KROL	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
HEILLA LAIN	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
NORA LIEBERMAN	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
KIM LINDAUER	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE MAZE	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
BRETT MERFISH	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
ILANA NESHER	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
JEFF NEWBERG	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
MARCIA SILVERBERG	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
MATT SMITH	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
MARC SPIER	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
LECIA SUD	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
JOEL WAXMAN	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
BRUCE ZIMMERMAN	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
SETH HALPERN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
RICK ROSENBERG	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
STEVE MEYERS	TREASURER	1.00	Officer Director	$0	$0	$0
JULIE FRANKLIN	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
CARA KELLY	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
PHIL LOEWY	VICE-CHAIR / CHAIR ELECT	1.00	Officer Director	$0	$0	$0
ALEX ROBINSON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
LILY SMULLEN	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
RABBI DANIEL SEPTIMUS	CEO	40.00	Officer	$282,493	$72,615	$355,108
JANET ELAM	COO	40.00	Officer	$206,606	$5,100	$211,706
RACHEL STERN	CHIEF STRATEGY & IMPACT OFFICER	40.00	Officer	$175,877	$8,744	$184,621
NICOLE GILGER	CFO	40.00	Officer	$177,154	$4,998	$182,152
RABBI AMY COHEN	CHIEF SOCIAL SERVICES OFFICER	40.00	Officer	$74,032	$90,685	$164,717
MATT PEREZ	CHIEF PEOPLE OFFICER	40.00	Officer	$147,861	$6,918	$154,779
MARK PATTIS	SENIOR MEMBER EXPERIENCE DIRECTOR	40.00	Highest	$141,700	$8,906	$150,606
JAMES RUSSELL	TENNIS DIRECTOR	40.00	Highest	$141,103	$7,861	$148,964
ANDREW DOOHER	CENTRAL TEXAS SECURITY DIRECTOR	40.00	Highest	$138,700	$1,875	$140,575
AMY HYMAN	SENIOR DEVELOPMENT DIRECTOR	40.00	Highest	$121,084	$7,421	$128,505
JENNIFER KOPPELL	FOUNDATION DIRECTOR & PHILANTHROPIC ADVISER	40.00	Highest	$117,085	$2,312	$119,397

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	$25,370,879	$23,453,764	$13,682,479	$1,917,115
2024	$25,370,879	$23,453,764	$13,682,479	$1,917,115
2023	$20,208,059	$19,023,196	$11,246,334	$1,184,863
2022	$16,898,163	$13,826,519	$9,768,640	$3,071,644
2021	$13,067,909	$10,615,976	$8,435,174	$2,451,933
2020	$10,861,650	$10,890,132	$5,835,372	$-28,482
2019	$14,483,913	$13,317,815	$4,059,360	$1,166,098
2019	$14,134,769	$13,318,650	$4,072,489	$816,119
2018	$13,114,915	$13,424,579	$3,091,208	$-309,664

SHALOM AUSTIN