SHALOM INSTITUTE CAMP & CONFERENCE CENTER (EIN 841652923) - 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

2005

Legal Domicile

Principal Officer

WILLIAM KAPLAN

Phone

8188895500

Tax Period

2023-01-01 to 2023-12-31

SHALOM INSTITUTE CAMP & CONFERENCE CENTER, founded in 2005, is a community nonprofit in the Youth Development sector that reported $7.9M in total revenue in fiscal year 2023. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $7.0M left a modest 12% surplus.

Mission

THE ORGANIZATION IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO FACILITATE POSITIVE EXPERIENCES GROUNDED IN JEWISH VALUES THAT FOSTER COMMUNITY, CULTIVATE LEADERSHIP, INSPIRE SOCIAL ACTION, NURTURE JEWISH TRADITION AND CULTURE, AND INSTILL A RESPONSIBILITY FOR THE ENVIRONMENT. THE ORGANIZATION'S MISSION ALSO INCLUDES DEVELOPING SKILLS AND VALUES THROUGHOUT THE GREATER COMMUNITY, REGARDLESS OF INDIVIDUAL'S RELIGIOUS BACKGROUNDS. SOME PROGRAMS OFFERED INCLUDE:-CAMP JCA SHALOM YEAR-ROUND OVERNIGHT AND DAY CAMPING PROGRAMS-PROGRAMS FOR CHILDREN AND ADULTS WITH DISABILITIES-TEEN LEADERSHIP PROGRAMS-SENIOR ADULT AND ADULT PROGRAMS-COMMUNITY RETREATS AND PROGRAMS-FAMILY PROGRAMS-COMMUNITY SERVICE PROGRAMS-CAMP GESHER AND FAMILY PROGRAMMING FOR RUSSIAN-SPEAKING JEWISH FAMILIES

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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 $4,602,606

Program Service Revenue $2,034,639

Investment Income $1,239,916

Other Revenue $0

TOTAL REVENUE $7,877,161

Expense Breakdown

Grants Paid $364,000

Salaries & Benefits $2,924,422

Fundraising Expenses $231,399

Program Expenses $5,648,046

Other Expenses $3,680,358

TOTAL EXPENSES $6,968,780

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,877,161	$31,238,890	-0.7%
Expenses	$6,968,780	$6,100,956	+0.1%
Net Income	$908,381	$25,137,934	-1.0%

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

252

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

$258,918

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM KAPLAN	EXECUTIVE DIRECTOR	40.00	Officer	$141,419	$117,499	$258,918
MANDY DANZAN	CDO	40.00	Highest	$157,894	$16,456	$174,350
JOEL CHARNICK	CPO	40.00	Highest	$150,585	$17,609	$168,194
ELISA BECKER	COO	40.00	Highest	$125,723	$24,322	$150,045
LARRY COHEN	PRESIDENT	5.00	Officer Director	$0	$0	$0
ARTHUR VERITY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
GIL BREAKMAN	TREASURER/IMMEDIATE PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
SUSAN KUSHNER	SECRETARY	5.00	Officer Director	$0	$0	$0
ANDREW DUNST	DIRECTOR	3.00	Director	$0	$0	$0
RODNEY FREEMAN	DIRECTOR	3.00	Director	$0	$0	$0
GAYLE GOLDMAN	DIRECTOR	3.00	Director	$0	$0	$0
MICK HORWITZ	DIRECTOR	3.00	Director	$0	$0	$0
FRAN JAFFE	DIRECTOR	3.00	Director	$0	$0	$0
JACOB KNOBEL	DIRECTOR	3.00	Director	$0	$0	$0
SOL LIPMAN	DIRECTOR	3.00	Director	$0	$0	$0
ARI MOSS	DIRECTOR	3.00	Director	$0	$0	$0
KIMBERLY SCHWARZ	DIRECTOR	3.00	Director	$0	$0	$0
CLIVE SEGIL	DIRECTOR	3.00	Director	$0	$0	$0
JACQUES SORIANO	DIRECTOR	3.00	Director	$0	$0	$0
ANDREA SPATZ	DIRECTOR	3.00	Director	$0	$0	$0
DAVID SPEISER	DIRECTOR	3.00	Director	$0	$0	$0
SYLVIA MARTIN STONE	DIRECTOR	3.00	Director	$0	$0	$0
ADAM WEISS	DIRECTOR	3.00	Director	$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	No data	No data	No data	No data
2023	$7,877,161	$6,968,780	$39,475,717	$908,381
2022	$31,238,890	$6,100,956	$38,728,420	$25,137,934
2021	$4,928,514	$5,107,188	$15,030,058	$-178,674
2020	$1,996,265	$2,560,050	$13,971,077	$-563,785
2019	$10,832,680	$5,305,810	$13,420,753	$5,526,870
2018	$4,774,587	$6,853,466	$6,974,285	$-2,078,879

SHALOM INSTITUTE CAMP & CONFERENCE CENTER