Civic Intelligence

Shalom School

990 • Fiscal year 2016 • EIN 68-0144193

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 30, 2016

2320 Sierra BoulevardSacramento, CA 95825

(916) 485-4151

Siviq Scores

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

Liabilities / Assets

65th percentile

0.24x

Higher debt load relative to assets than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.24x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

50th percentile

2.1%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

89th percentile

$192,009

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

54th percentile

2.5%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,762,062

Up $66,162 (+2.5%) from 2015

Net Assets

Up

$2,111,762

Up $32,435 (+1.6%) from 2015

Liabilities

Up

$650,300

Up $33,727 (+5.5%) from 2015

Revenue

Up

$2,750,844

Up $388,824 (+16%) from 2015

Expenses

Up

$2,692,313

Up $210,260 (+8.5%) from 2015

Net Income

Up

$58,531

Up $178,564 (+149%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $2,767,184Liabilities 2014: $550,056Net Assets 2014: $2,217,1282014Assets 2015: $2,695,900Liabilities 2015: $616,573Net Assets 2015: $2,079,3272015Assets 2016: $2,762,062Liabilities 2016: $650,300Net Assets 2016: $2,111,7622016Assets 2017: $2,606,635Liabilities 2017: $637,781Net Assets 2017: $1,968,8542017Assets 2018: $2,771,711Liabilities 2018: $914,542Net Assets 2018: $1,857,1692018Assets 2019: $2,385,491Liabilities 2019: $816,412Net Assets 2019: $1,569,0792019Assets 2020: $2,561,034Liabilities 2020: $1,085,912Net Assets 2020: $1,475,1222020Assets 2021: $3,346,639Liabilities 2021: $1,647,380Net Assets 2021: $1,699,2592021Assets 2022: $3,069,007Liabilities 2022: $1,251,747Net Assets 2022: $1,817,2602022Assets 2025: $2,733,244Liabilities 2025: $1,064,076Net Assets 2025: $1,669,1682025

Highlighted filing

2016

Assets$2,762,062
Liabilities$650,300
Net Assets$2,111,762

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $2,383,991Expenses 2014: $2,459,472Net Income 2014: -$75,4812014Revenue 2015: $2,362,020Expenses 2015: $2,482,053Net Income 2015: -$120,0332015Revenue 2016: $2,750,844Expenses 2016: $2,692,313Net Income 2016: $58,5312016Revenue 2017: $2,868,112Expenses 2017: $3,063,872Net Income 2017: -$195,7602017Revenue 2018: $2,968,907Expenses 2018: $3,121,906Net Income 2018: -$152,9992018Revenue 2019: $2,969,466Expenses 2019: $3,263,719Net Income 2019: -$294,2532019Revenue 2020: $3,117,603Expenses 2020: $3,203,047Net Income 2020: -$85,4442020Revenue 2021: $2,819,510Expenses 2021: $2,762,898Net Income 2021: $56,6122021Revenue 2022: $3,415,526Expenses 2022: $3,081,887Net Income 2022: $333,6392022Revenue 2025: $3,518,933Expenses 2025: $4,097,367Net Income 2025: -$578,4342025

Highlighted filing

2016

Revenue$2,750,844
Expenses$2,692,313
Net Income$58,531
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 30, 2016
Return Version
2015v2.1
Gross Receipts
$2,792,208
Mission and Program Overview

Mission

Shalom school is committed to the ideals of academic excellence, personal growth, social awareness, and jewish and american values. Our goals are to instill in children knowledge of judaism and the world; to foster positive feelings about themselves as individuals and as jews; to develop a sense of commitment to the jewish community and society; and to prepare them for success in adulthood through the acquisition of knowledge and academic skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$718,487$907,799▲ $189,312
Investments Other Securities$690,644$665,778▼ $24,866
Cash and Non-Interest-Bearing Accounts$590,689$610,755▲ $20,066
Land, Buildings, and Equipment, Net$425,346$391,740▼ $33,606
Accounts Receivable$270,734$185,990▼ $84,744
Total Assets$2,695,900$2,762,062▲ $66,162
Liabilities
Deferred Revenue$616,573$650,300▲ $33,727
Total Liabilities$616,573$650,300▲ $33,727
Net Assets / Fund Balance
Unrestricted Net Assets$1,981,385$1,771,555▼ $209,830
Temporarily Rstr Net Assets$22,942$194,581▲ $171,639
Permanently Rstr Net Assets$75,000$145,626▲ $70,626
Total Net Assets Fund Balance$2,079,327$2,111,762▲ $32,435
Total Liabilities and Net Assets / Fund Balance$2,695,900$2,762,062▲ $66,162

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$389,962$360,946$750,908
Land$1,778-$1,778
Other Securities$665,778--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$690,644-▼ $22,686-$665,778
2015$633,411$75,000▼ $15,396-$690,644
2014$578,242-▲ $56,504-$633,411
2013$548,307-▲ $34,120-$578,242
2012$561,405-▼ $11,783-$548,307
Compensation and Service Providers

Employees

NameTitleBaseTotal
Nancy LeadermanHead of Scho$192,009$192,009
Nancy LeadermanHead of School$192,009$192,009

Board Members and Trustees

NameTitle
Gayle GovenarPresident
Daniela UrbanTrustee
Frank GumpertTrustee
Jill ReiserTrustee
Kerry TaylorTrustee
Lenore AizenbergTrustee
Marcia GreeneTrustee
Marla Van LaninghamTrustee
Samantha LondonTrustee
Sarah ZeffTrustee
Tania AmentTrustee
Hester JoelsonPtf Represen
Andrew BluthSecretary
Marvin KamrasTreasurer
Kelli BroganVice Preside
Scarlet EdberVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$406,569
Program Service Revenue
$2,246,245
Investment Income
$28,707
Other Revenue
$69,323
All Other Contributions
$375,682
Change in Net Assets
$58,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,006,307
Other Expenses$686,006
Total Fundraising Expense$1,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,124,714$553,963-$1,678,677
All Other Expenses$154,728$51,680-$206,408
Current Officers, Directors, Trustees, and Key Employees-$192,009-$192,009
Insurance$110,952$55,961-$166,913
Payroll Taxes$108,497$27,124-$135,621
Fees for Services Other-$43,996-$43,996
Depreciation Depletion$35,384--$35,384
Other Expenses$34,778$15,845-$34,778
Fees for Services Accounting-$6,003-$6,003
Office Expenses$2,873$1,547-$4,420
Advertising$2,343$180$1,081$3,604
Total Functional Expenses$1,712,647$978,585$1,081$2,692,313
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$110,687
Fundraising Direct Expenses$41,364
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$97,796$97,796$32,337$65,459
Ptf Fundraising$12,891$12,891$9,027$3,864
Total Events$110,687$110,687$41,364$69,323
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
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Copies are available to board members upon request.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Shalom School
EIN
68-0144193
Phone
9164854151
Address
2320 SIERRA BOULEVARD, SACRAMENTO, CA 95825

Signing Officer

Name
Nancy Leaderman
Title
Head of School
Phone
9164854151
Signed
2016-09-30

Organization Details

Principal Officer
Nancy Leaderman
Formed
1988
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
76

Preparer

Firm
Carr Berglund Ringgenberg Apac
Address
2250 DOUGLAS BLVD STE 120, ROSEVILLE, CA 95661-3761
Preparer
Thomas W Carr CPA
Phone
9167724131
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Shalom school is committed to the ideals of academic excellence, personal growth, social awareness, and jewish and american values. Our goals are to instill in children knowledge of judaism and the world; to foster positive feelings about themselves as individuals and as jews; to develop a sense of commitment to the jewish community and society; and to prepare them for success in adulthood through the acquisition of knowledge and academic skills.

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

Will demonstrate strong jewish knowledge and identity by: - conversing in hebrew conversation with fellow students - demonstrating content knowledge of jewish tradition - participating in jewish ceremonies and rituals - demonstrating content knowledge of israel and articulating a personal connection to the land and the state - practicing ethical leadership - participation and/or involvement in jewish clubs and organizations promoting jewish values will be life-long learners who are confident, independent thinkers by: - being self-directed - working collaboratively - offering thoughtful personal viewpoints and ideas - presenting different and varied results to a problem - participating in public speaking, student council, and/or dramatic productions will demonstrate social and moral responsibility by: - being involved in social action and mitzvah projects - volunteering at/for community charitable organizations - participating in shalom school's buddy program - demonstrating the six pillars of character: caring; respect, responsibility, fairness, trustworthiness, and citizenship

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

Students of shalom school will demonstrate comprehensive general studies, jewish studies and hebrew academic skills by: - communicating effectively through oral and written language in english and hebrew - utilizing critical thinking in the completion of assignments - completing project-based learning exercises successfully - being an articulate, knowledgeable member of group projects - incorporating technology as a learning and communication tool - participating in well-rounded programs such as visual arts, performing arts, physical education and music will demonstrate strong jewish knowledge and identity by: - conversing in hebrew conversation with fellow students - demonstrating content knowledge of jewish tradition - participating in jewish ceremonies and rituals - demonstrating content knowledge of israel and articulating a personal connection to the land and the state - practicing ethical leadership - participation and/or involvement in jewish clubs and organizations promoting jewish values will be life-long learners who are confident, independent thinkers by: - being self-directed - working collaboratively - offering thoughtful personal viewpoints and ideas - presenting different and varied results to a problem - participating in public speaking, student council, and/or dramatic productions will demonstrate social and moral responsibility by: - being involved in social action and mitzvah projects - volunteering at/for community charitable organizations - participating in shalom school's buddy program - demonstrating the six pillars of character: caring; respect, responsibility, fairness, trustworthiness, and citizenship

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IRS990/MissionDesc0SHALOM SCHOOL IS COMMITTED TO THE IDEALS OF ACADEMIC EXCELLENCE, PERSONAL GROWTH, SOCIAL AWARENESS, AND JEWISH AND AMERICAN VALUES. OUR GOALS ARE TO INSTILL IN CHILDREN KNOWLEDGE OF JUDAISM AND THE WORLD; TO FOSTER POSITIVE FEELINGS ABOUT THEMSELVES AS INDIVIDUALS AND AS JEWS; TO DEVELOP A SENSE OF COMMITMENT TO THE JEWISH COMMUNITY AND SOCIETY; AND TO PREPARE THEM FOR SUCCESS IN ADULTHOOD THROUGH THE ACQUISITION OF KNOWLEDGE AND ACADEMIC SKILLS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0STUDENTS OF SHALOM SCHOOL WILL DEMONSTRATE COMPREHENSIVE GENERAL STUDIES, JEWISH STUDIES AND HEBREW ACADEMIC SKILLS BY: - COMMUNICATING EFFECTIVELY THROUGH ORAL AND WRITTEN LANGUAGE IN ENGLISH AND HEBREW - UTILIZING CRITICAL THINKING IN THE COMPLETION OF ASSIGNMENTS - COMPLETING PROJECT-BASED LEARNING EXERCISES SUCCESSFULLY - BEING AN ARTICULATE, KNOWLEDGEABLE MEMBER OF GROUP PROJECTS - INCORPORATING TECHNOLOGY AS A LEARNING AND COMMUNICATION TOOL - PARTICIPATING IN WELL-ROUNDED PROGRAMS SUCH AS VISUAL ARTS, PERFORMING ARTS, PHYSICAL EDUCATION AND MUSIC WILL DEMONSTRATE STRONG JEWISH KNOWLEDGE AND IDENTITY BY: - CONVERSING IN HEBREW CONVERSATION WITH FELLOW STUDENTS - DEMONSTRATING CONTENT KNOWLEDGE OF JEWISH TRADITION - PARTICIPATING IN JEWISH CEREMONIES AND RITUALS - DEMONSTRATING CONTENT KNOWLEDGE OF ISRAEL AND ARTICULATING A PERSONAL CONNECTION TO THE LAND AND THE STATE - PRACTICING ETHICAL LEADERSHIP - PARTICIPATION AND/OR INVOLVEMENT IN JEWISH CLUBS AND ORGANIZATIONS PROMOTING JEWISH VALUES WILL BE LIFE-LONG LEARNERS WHO ARE CONFIDENT, INDEPENDENT THINKERS BY: - BEING SELF-DIRECTED - WORKING COLLABORATIVELY - OFFERING THOUGHTFUL PERSONAL VIEWPOINTS AND IDEAS - PRESENTING DIFFERENT AND VARIED RESULTS TO A PROBLEM - PARTICIPATING IN PUBLIC SPEAKING, STUDENT COUNCIL, AND/OR DRAMATIC PRODUCTIONS WILL DEMONSTRATE SOCIAL AND MORAL RESPONSIBILITY BY: - BEING INVOLVED IN SOCIAL ACTION AND MITZVAH PROJECTS - VOLUNTEERING AT/FOR COMMUNITY CHARITABLE ORGANIZATIONS - PARTICIPATING IN SHALOM SCHOOL'S BUDDY PROGRAM - DEMONSTRATING THE SIX PILLARS OF CHARACTER: CARING; RESPECT, RESPONSIBILITY, FAIRNESS, TRUSTWORTHINESS, AND CITIZENSHIP
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