Civic Intelligence

Shalom House

990 • Fiscal year 2017 • EIN 23-2447254

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

9 South 15th StreetHarrisburg, PA 17104

(717) 920-4906

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.11x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

58th percentile

0.06x

Higher debt load relative to revenue than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

34th percentile

-1.7%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$58,785

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

58th percentile

6.6%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$287,221

Up $17,671 (+6.6%) from 2016

Net Assets

Up

$256,204

Up $20,469 (+8.7%) from 2016

Liabilities

Down

$31,017

Down $2,798 (-8.3%) from 2016

Revenue

Up

$504,484

Up $74,426 (+17%) from 2016

Expenses

Up

$513,248

Up $59,526 (+13%) from 2016

Net Income

Up

-$8,764

Up $14,900 (+63%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $219,465Liabilities 2011: $61,457Net Assets 2011: $158,0082011Assets 2012: $180,802Liabilities 2012: $57,891Net Assets 2012: $122,9112012Assets 2013: $185,067Liabilities 2013: $48,717Net Assets 2013: $136,3502013Assets 2014: $283,183Liabilities 2014: $52,225Net Assets 2014: $230,9582014Assets 2015: $296,862Liabilities 2015: $36,797Net Assets 2015: $260,0652015Assets 2016: $269,550Liabilities 2016: $33,815Net Assets 2016: $235,7352016Assets 2017: $287,221Liabilities 2017: $31,017Net Assets 2017: $256,2042017Assets 2018: $336,402Liabilities 2018: $23,265Net Assets 2018: $313,1372018Assets 2019: $642,060Liabilities 2019: $160,191Net Assets 2019: $481,8692019Assets 2020: $512,684Liabilities 2020: $191,851Net Assets 2020: $320,8332020Assets 2021: $436,929Liabilities 2021: $171,974Net Assets 2021: $264,9552021Assets 2022: $426,483Liabilities 2022: $123,664Net Assets 2022: $302,8192022Assets 2023: $425,422Liabilities 2023: $130,548Net Assets 2023: $294,8742023Assets 2024: $251,194Liabilities 2024: $101,878Net Assets 2024: $149,3162024

Highlighted filing

2017

Assets$287,221
Liabilities$31,017
Net Assets$256,204

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $529,716Expenses 2011: $545,644Net Income 2011: -$15,9282011Revenue 2012: $411,162Expenses 2012: $446,259Net Income 2012: -$35,0972012Expenses 2013: $427,3052013Revenue 2014: $554,047Expenses 2014: $463,148Net Income 2014: $90,8992014Revenue 2015: $558,991Expenses 2015: $526,983Net Income 2015: $32,0082015Revenue 2016: $430,058Expenses 2016: $453,722Net Income 2016: -$23,6642016Revenue 2017: $504,484Expenses 2017: $513,248Net Income 2017: -$8,7642017Revenue 2018: $556,357Expenses 2018: $514,614Net Income 2018: $41,7432018Revenue 2019: $657,747Expenses 2019: $504,212Net Income 2019: $153,5352019Revenue 2020: $1,119,395Expenses 2020: $1,278,935Net Income 2020: -$159,5402020Revenue 2021: $794,921Expenses 2021: $867,528Net Income 2021: -$72,6072021Revenue 2022: $662,439Expenses 2022: $613,833Net Income 2022: $48,6062022Revenue 2023: $543,434Expenses 2023: $555,946Net Income 2023: -$12,5122023Revenue 2024: $287,800Expenses 2024: $435,030Net Income 2024: -$147,2302024

Highlighted filing

2017

Revenue$504,484
Expenses$513,248
Net Income-$8,764
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$552,711
Mission and Program Overview

Mission

Creating a pathway to lasting independence for women and children through collaboration and community. Our vision is to provide shelter for women and children at several locations in the city of harrisburg. Programs include emergency shelter and permanent housing for chronically homeless women, including female veterans.

Our mission is to empower women and transform lives. Our vision is to create a pathway to lasting independence for women and children through collaboration and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$98,838$111,550▲ $12,712
Investments in Publicly Traded Securities$100,017$109,101▲ $9,084
Land, Buildings, and Equipment, Net$54,878$47,470▼ $7,408
Cash and Non-Interest-Bearing Accounts$7,243$8,860▲ $1,617
Prepaid Expenses and Deferred Charges$8,574$5,200▼ $3,374
Savings and Temporary Cash Investments-$5,040-
Total Assets$269,550$287,221▲ $17,671
Liabilities
Mortgage Notes Payable Secured by Investment Property$23,512$21,794▼ $1,718
Accounts Payable and Accrued Expenses$10,303$9,223▼ $1,080
Total Liabilities$33,815$31,017▼ $2,798
Net Assets / Fund Balance
Unrestricted Net Assets$134,358$145,743▲ $11,385
Temporarily Rstr Net Assets$101,377$110,461▲ $9,084
Total Net Assets Fund Balance$235,735$256,204▲ $20,469
Total Liabilities and Net Assets / Fund Balance$269,550$287,221▲ $17,671

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,519$122,936$127,455
Leasehold Improvements$39,511$71,124$110,635
Equipment$294$24,073$24,367
Other Land Buildings$2,146$13,026$15,172
Land$1,000-$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Denise BrittonExecutive DiFT$58,785$58,785

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$453,473
Program Service Revenue
$13,661
Investment Income
$1,646
Other Revenue
$35,704
All Other Contributions
$251,517
Change in Net Assets
$-8,764

Audited Revenue Reconciliation

Revenue per Audited Statements
$503,423
Revenue Not Reported on Financial Statements
$1,061
Revenue Not Reported on Form 990
$78,521
Total Revenue per Audited Statements
$581,944
Total Revenue per Form 990
$504,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$256,225
Other Expenses$154,651
Grants and Similar Amounts Paid$102,372
Total Fundraising Expense$13,857
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$152,787$11,617$4,830$169,234
Grants to Domestic Individuals$102,372--$102,372
Current Officers, Directors, Trustees, and Key Employees$57,026$4,336$1,803$63,165
Occupancy$21,165$1,512$1,512$24,189
Payroll Taxes$20,848$1,489$1,489$23,826
Office Expenses$17,979$1,284$1,284$20,547
Insurance$16,182$1,156$1,156$18,494
Fees for Services Accounting-$10,319-$10,319
Travel$8,910$636$636$10,182
Depreciation Depletion$6,482$463$463$7,408
Other Expenses$7,066$685$684$7,066
Interest-$1,399-$1,399
Total Functional Expenses$464,495$34,896$13,857$513,248

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$561,475
Expenses per Audited Statements$513,248
Total Expenses per Form 990$513,248
Expenses Not Reported on Form 990$48,227
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$83,931
Fundraising Direct Expenses$48,227
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Theater$21,078$21,078$5,100$15,978
Gift Wrap$5,052$5,052$200$4,852
Total Events$71,120$71,120$47,263$23,857
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is presented to the finance and audit committee who reviews it for both accuracy and completeness.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy applies to any director, officer, employee or agent of shalom house. Each director and officer is required to submit annually a signed and dated copy of the statement to the executive committee. The determination and review of any potential conflict of interest by an employee or agent is determined by the executive director and reported to the executive committee. The executive committee reviews any potential conflict of any employee or agent. The determination and review of any potential conflict of interest by any officer, director or the executive director is performed by the executive committee. Any director with a conflict shall refrain from discussing the matter and shall not vote on the matter.

Form 990, Page 6, Part VI, Line 15A

Determining executive director compensation is carried out through an annual review and approval by the board chair and executive committee, taking into consideration comparability data. This decision is documented by the organization.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Shalom House
EIN
23-2447254
Phone
7179204906
Address
9 SOUTH 15TH STREET, HARRISBURG, PA 17104

Signing Officer

Name
Denise Britton
Title
Executive Director
Phone
7179204906
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Britton
Formed
1986
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
16
Volunteers
500

Preparer

Firm
Brown Schultz Sheridan & Fritz
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
Jeffrey M Walker
Phone
7177617171
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Shelter residents and participants in all programs benefitted from an established collaborative partnership with the elizabethtown ot program, with senior level interns providing services that help program participants learn skillsets needed to be successful in life, and overcoming mental health issues that can interrupt best results; opportunities to learn how to manage one's emotions and responses to life are shared which ignites an understanding about the accessibility of personal empowerment that can be developed and applied. Over 1200 level ii ot volunteer (intern) hours were shared; 320 level i hours were shared. With the further addition of professional life coaches (fruitful life network) dedicated to assisting with lives being transformed for lasting independence, offered over 60 volunteer hours of coaching, mentoring and training of staff (and residents), shalom house continues to position itself to enlarge the potential to achieve best results in serving women and children - success being positive housing transitions, stabilized financial management, and understanding of how to access available tools and resources (to include after-care support when residents leave our programs) to continue on their path to achieving goals and overcoming obstacles as they come.

Form 990, Part XI, Line 9

Fundraising expenses 48,227 fundraising expenses -48,227

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 48,227

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 48,227

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE SHARP PROGRAM IS DESIGNED TO ADDRESS THE UNIQUE NEEDS OF CHRONICALLY HOMELESS WOMEN AND HELPS HOMELESS, DISABLED, LOW-INCOME WOMEN RECEIVE RENT SUBSIDY AND CASE MANAGEMENT SERVICES TO LIVE INDEPENDENTLY AND ELIMINATE RECIDIVISM. THE PROGRAM PROVIDES SUPPORT SERVICES AND A LONGER-TERM OPTIONS FOR THOSE WHO ARE DISABLED AND HAVE PHYSICAL LIMITATIONS, MAINTAINING A FOCUS ON MOVING TOWARDS INDEPENDENCE. 15 WOMEN ENDURING CHRONIC ILLNESS, CHRONIC HOMELESSNESS WERE HELPED TO CREATE STABLE LIVING CONDITIONS THROUGH THE SHARP PROGRAM, SOME NOW SERVING AS PEER MENTORS FOR OTHER ENROLLEES AND SHELTER GUESTS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE VA PROGRAM IS A TRANSITIONAL HOUSING PROGRAM FOR WOMEN VETERANS OF THE UNITED STATES ARMED SERVICES WHO HAVE BEEN HOMELESS OR ARE AT RISK OF BECOMING HOMELESS. CLIENTS PARTICIPATE IN CASE MANAGEMENT, SUPPORT SERVICES, AND RECEIVE RENTAL SUBSIDY. CLIENTS CAN STAY IN THE VET'S PROGRAM FOR UP TO TWO YEARS. 1 FEMALE VETERAN AND HER TWO CHILDREN ARE SUPPORTED THROUGH THE SHALOM HOUSE SHARP VETS PROGRAM, AN OUTREACH THAT CAN HOST UP TO THREE FEMALE VETERANS ANNUALLY, WITH THEIR CHILDREN.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0SHELTER RESIDENTS AND PARTICIPANTS IN ALL PROGRAMS BENEFITTED FROM AN ESTABLISHED COLLABORATIVE PARTNERSHIP WITH THE ELIZABETHTOWN OT PROGRAM, WITH SENIOR LEVEL INTERNS PROVIDING SERVICES THAT HELP PROGRAM PARTICIPANTS LEARN SKILLSETS NEEDED TO BE SUCCESSFUL IN LIFE, AND OVERCOMING MENTAL HEALTH ISSUES THAT CAN INTERRUPT BEST RESULTS; OPPORTUNITIES TO LEARN HOW TO MANAGE ONE'S EMOTIONS AND RESPONSES TO LIFE ARE SHARED WHICH IGNITES AN UNDERSTANDING ABOUT THE ACCESSIBILITY OF PERSONAL EMPOWERMENT THAT CAN BE DEVELOPED AND APPLIED. OVER 1200 LEVEL II OT VOLUNTEER (INTERN) HOURS WERE SHARED; 320 LEVEL I HOURS WERE SHARED. WITH THE FURTHER ADDITION OF PROFESSIONAL LIFE COACHES (FRUITFUL LIFE NETWORK) DEDICATED TO ASSISTING WITH LIVES BEING TRANSFORMED FOR LASTING INDEPENDENCE, OFFERED OVER 60 VOLUNTEER HOURS OF COACHING, MENTORING AND TRAINING OF STAFF (AND RESIDENTS), SHALOM HOUSE CONTINUES TO POSITION ITSELF TO ENLARGE THE POTENTIAL TO ACHIEVE BEST RESULTS IN SERVING WOMEN AND CHILDREN - SUCCESS BEING POSITIVE HOUSING TRANSITIONS, STABILIZED FINANCIAL MANAGEMENT, AND UNDERSTANDING OF HOW TO ACCESS AVAILABLE TOOLS AND RESOURCES (TO INCLUDE AFTER-CARE SUPPORT WHEN RESIDENTS LEAVE OUR PROGRAMS) TO CONTINUE ON THEIR PATH TO ACHIEVING GOALS AND OVERCOMING OBSTACLES AS THEY COME.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING EVENTS 207,190
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 48,227
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 48,227
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.10$0.15$0.29$0.44$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.13$0.29$0.54$0.56$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.12$0.30$0.66$0.61$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.17$0.26$0.79$0.87$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.19$0.32$1.12$1.28$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.16$0.48$0.66$0.50$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.31$0.56$0.51$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.26$0.50$0.51$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.03$0.24$0.43$0.45$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.04$0.26$0.56$0.53$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.05$0.23$0.55$0.46$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.05$0.14$0.43
2012Summary only. Only limited summary data is available for this year.$0.18$0.06$0.12$0.41$0.45$0.04
2011Summary only. Only limited summary data is available for this year.$0.22$0.06$0.16$0.53$0.55$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $500k-$1M nonprofits