Civic Intelligence

Shalom House

990 • Fiscal year 2019 • EIN 23-2447254

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 27, 2020

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

76th percentile

0.25x

Higher debt load relative to assets than 76% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.24x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$62,283

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

93rd percentile

91%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$642,060

Up $305,658 (+91%) from 2018

Net Assets

Up

$481,869

Up $168,732 (+54%) from 2018

Liabilities

Up

$160,191

Up $136,926 (+589%) from 2018

Revenue

Up

$657,747

Up $101,390 (+18%) from 2018

Expenses

Down

$504,212

Down $10,402 (-2.0%) from 2018

Net Income

Up

$153,535

Up $111,792 (+268%) from 2018

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

2019

Assets$642,060
Liabilities$160,191
Net Assets$481,869

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

2019

Revenue$657,747
Expenses$504,212
Net Income$153,535
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 27, 2020
Return Version
2018v3.2
Gross Receipts
$667,861
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$325,166-
Accounts Receivable$108,757$157,886▲ $49,129
Investments in Publicly Traded Securities$155,603$90,724▼ $64,879
Land, Buildings, and Equipment, Net$41,014$48,706▲ $7,692
Savings and Temporary Cash Investments$8,092$9,819▲ $1,727
Prepaid Expenses and Deferred Charges$9,875$8,265▼ $1,610
Cash and Non-Interest-Bearing Accounts$13,061$1,494▼ $11,567
Total Assets$336,402$642,060▲ $305,658
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,656$146,599▲ $131,943
Accounts Payable and Accrued Expenses$8,609$13,592▲ $4,983
Total Liabilities$23,265$160,191▲ $136,926
Net Assets / Fund Balance
Unrestricted Net Assets$152,787$471,369▲ $318,582
Temporarily Rstr Net Assets$160,350$10,500▼ $149,850
Total Net Assets Fund Balance$313,137$481,869▲ $168,732
Total Liabilities and Net Assets / Fund Balance$336,402$642,060▲ $305,658

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,398$124,057$128,455
Leasehold Improvements$36,590$81,495$118,085
Equipment$6,072$24,694$30,766
Other Land Buildings$1,646$13,526$15,172
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Denise BrittonExecutive DiFT$62,283$62,283

Board Members and Trustees

NameTitle
La-kita GilmoreChair
Erika SimmonsVice Chair
Amber ShattoDirector
Janet McnallyDirector
Jasmin SacarelloDirector
Jocelyn MaddoxDirector
John Moyer IvDirector
Joshua SmithDirector
Kate MoyerDirector
Monica KileyDirector
Marsha FortneySecretary
Linda DuncanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$583,018
Program Service Revenue
$39,998
Investment Income
$4,496
Other Revenue
$30,235
All Other Contributions
$215,583
Change in Net Assets
$153,535

Audited Revenue Reconciliation

Revenue per Audited Statements
$656,229
Revenue Not Reported on Financial Statements
$1,518
Revenue Not Reported on Form 990
$25,128
Total Revenue per Audited Statements
$681,357
Total Revenue per Form 990
$657,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$251,502
Grants and Similar Amounts Paid$137,531
Other Expenses$115,179
Total Fundraising Expense$13,151
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,973$12,259-$168,232
Grants to Domestic Individuals$137,531--$137,531
Current Officers, Directors, Trustees, and Key Employees$43,473$12,270$6,540$62,283
Office Expenses$18,654$1,646$1,646$21,946
Occupancy$18,383$1,622$1,622$21,627
Payroll Taxes$18,739$1,124$1,124$20,987
Insurance$13,254$795$795$14,844
Fees for Services Accounting$2,185$8,741-$10,926
Depreciation Depletion$5,233$462$462$6,157
Travel$2,689$237$237$3,163
Interest-$1,832-$1,832
Other Expenses$1,079$455$270$1,349
Total Functional Expenses$449,618$41,443$13,151$504,212

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$514,326
Expenses per Audited Statements$504,212
Total Expenses per Form 990$504,212
Expenses Not Reported on Form 990$10,114
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,349
Fundraising Direct Expenses$10,114
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Theater$22,798$22,798$6,011$16,787
Gift Wrap$5,156$5,156$350$4,806
Total Events$27,954$27,954$6,361$21,593
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 8B

Committees do not have the authority to act on behalf of the board

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
2020-01-27
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
18
Volunteers
575

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 - ORGANIZATION'S MISSION

Shalom house has provided emergency housing services for women and children in the harrisburg area since 1986. The objective, as set forth by sister patricia brennan, was to get women & children off the street. However, to interrupt the outcome of homelessness, attend to the root issues surrounding poverty, and provide a sound pathway to independence and sustainability, shalom house believes a multi-generational approach is necessary. To that end, shalom house has been developing a holistic model of wrap-around services and phases of housing appropriateness. Adding a social enterprise, for-profit initiative has expanded our capacity to create residual resources while at the same time, providing significant opportunities for workforce training and development, with a priority of providing livable wages. With this expansion and focus on addressing root issues of poverty and homelessness, shalom house established a d/b/a in fy 18-19, that is - shalom transformational services. In this way, we are taking a collective impact approach to breaking the chains of poverty and homelessness attending to these key areas of need: 1. We will have strong mentor/coaching support mechanisms in place, "doing life" with persons in need for a timeframe that tends to help create healthy productive habits & choices, for the long term; 2. We will provide wrap around services through a phase of transitions that allow growth, freedom and positive results to compound. 3. We will provide access to day care and education/training for single moms (parents) so that the potential for wage-appropriateness is expanded. This was moved forward with a partnership with capital area head start that now occupies the first floor of the acquired property, community connections center. 4. We will address the transportation issues that too often preclude access to reasonable jobs, education / training.

Form 990, Part XI, Line 9

In kind food revenue 8,000

Financial Statement Notes

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

Fundraising expenses 10,114 in kind food donations 8,000

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

Fundraising expenses 10,114

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IRS990/MissionDesc0SHALOM HOUSE HAS PROVIDED EMERGENCY HOUSING SERVICES FOR WOMEN AND CHILDREN IN THE HARRISBURG AREA SINCE 1986. THE OBJECTIVE, AS SET FORTH BY SISTER PATRICIA BRENNAN, WAS TO GET WOMEN & CHILDREN OFF THE STREET. HOWEVER, TO INTERRUPT THE OUTCOME OF HOMELESSNESS, ATTEND TO THE ROOT ISSUES SURROUNDING POVERTY, AND PROVIDE A SOUND PATHWAY TO INDEPENDENCE AND SUSTAINABILITY, SHALOM HOUSE BELIEVES A MULTI-GENERATIONAL APPROACH IS NECESSARY. TO THAT END, SHALOM HOUSE HAS BEEN DEVELOPING A HOLISTIC MODEL OF WRAP-AROUND SERVICES AND PHASES OF HOUSING APPROPRIATENESS. ADDING A SOCIAL ENTERPRISE, FOR-PROFIT INITIATIVE HAS EXPANDED OUR CAPACITY TO CREATE RESIDUAL RESOURCES WHILE AT THE SAME TIME, PROVIDING SIGNIFICANT OPPORTUNITIES FOR WORKFORCE TRAINING AND DEVELOPMENT, WITH A PRIORITY OF PROVIDING LIVABLE WAGES. WITH THIS EXPANSION AND FOCUS ON ADDRESSING ROOT ISSUES OF POVERTY AND HOMELESSNESS, SHALOM HOUSE ESTABLISHED A D/B/A IN FY 18-19, THAT IS - SHALOM TRANSFORMATIONAL SERVICES. IN THIS WAY
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IRS990/OfficeExpensesGrp/FundraisingAmt01646
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IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3GROCERIES AND SUPPLIES
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IRS990/OtherExpensesGrp/TotalAmt26061
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012259
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IRS990/PayrollTaxesGrp/FundraisingAmt01124
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01124
IRS990/PayrollTaxesGrp/ProgramServicesAmt018739
IRS990/PayrollTaxesGrp/TotalAmt020987
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09875
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08265
IRS990/PrincipalOfficerNm0DENISE BRITTON
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IRS990/ProgramServiceRevenueGrp/Desc0RENTAL ASSISTANCE
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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 WOMEN RECEIVE RENT SUBSIDY AND CASE MANAGEMENT SERVICES TO LIVE INDEPENDENTLY AND ELIMINATE RECIDIVISM. THE PROGRAM PROVIDES SUPPORT SERVICES AND A LONGER- TERM OPTION FOR THOSE WHO ARE DISABLED AND HAVE PHYSICAL LIMITATIONS, MAINTAINING A FOCUS ON MOVING TOWARDS INDEPENDENCE. 14 WOMEN ENDURING CHRONIC ILLNESS, CHRONIC HOMELESSNESS WERE HELPED TO CREATE STABLE LIVING CONDITIONS THROUGH THE SHARP PROGRAM IN FY 18-19. SOME HAVE GAINED EMPLOYMENT THROUGH THE NEWLY ESTABLISHED FOR-PROFIT ENTERPRISES ESTABLISHED AS A RESULT OF PARTNERSHIP WITH THE SOCIAL ENTERPRISE FOUNDATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0206341
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0131055
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt039998
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IRS990/PYContributionsGrantsAmt0456719
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0126526
IRS990/PYInvestmentIncomeAmt014275
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IRS990/PYTotalRevenueAmt0556357
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0153535
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08092
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09819
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING EVENTS 199,339
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0461561
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0381214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0489704
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020443
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034360
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0124057
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IRS990ScheduleD/EquipmentGrp/BookValueAmt06072
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024694
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030766
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IRS990ScheduleD/ExpensesSubtotalAmt0504212
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01518
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt081495
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0118085
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07014
IRS990ScheduleD/OtherExpensesIncludedAmt010114
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01646
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013526
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015172
IRS990ScheduleD/OtherRevenueAmt018114
IRS990ScheduleD/RevenueNotReportedAmt025128
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01518
IRS990ScheduleD/RevenueSubtotalAmt0656229
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 10,114 IN KIND FOOD DONATIONS 8,000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 10,114
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1131055
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RENTAL ASSISTANCE & EXPEN
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1RENTAL ASSISTANCE

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