Civic Intelligence

Shalom School

990 • Fiscal year 2018 • EIN 68-0144193

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 03, 2018

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

73rd percentile

0.33x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.31x

Higher debt load relative to revenue than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

27th percentile

-5.2%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

66th percentile

6.3%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

3.5%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,771,711

Up $165,076 (+6.3%) from 2017

Net Assets

Down

$1,857,169

Down $111,685 (-5.7%) from 2017

Liabilities

Up

$914,542

Up $276,761 (+43%) from 2017

Revenue

Up

$2,968,907

Up $100,795 (+3.5%) from 2017

Expenses

Up

$3,121,906

Up $58,034 (+1.9%) from 2017

Net Income

Up

-$152,999

Up $42,761 (+22%) from 2017

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

2018

Assets$2,771,711
Liabilities$914,542
Net Assets$1,857,169

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

2018

Revenue$2,968,907
Expenses$3,121,906
Net Income-$152,999
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 3, 2018
Return Version
2017v2.3
Gross Receipts
$3,022,714
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$913,180$923,338▲ $10,158
Investments Other Securities$718,785$804,432▲ $85,647
Land, Buildings, and Equipment, Net$470,283$472,866▲ $2,583
Cash and Non-Interest-Bearing Accounts$411,630$316,288▼ $95,342
Accounts Receivable$92,757$251,047▲ $158,290
Total Assets$2,606,635$2,771,711▲ $165,076
Other Assets Total-$3,740-
Liabilities
Deferred Revenue$637,781$914,542▲ $276,761
Total Liabilities$637,781$914,542▲ $276,761
Net Assets / Fund Balance
Unrestricted Net Assets$1,723,010$1,568,207▼ $154,803
Temporarily Rstr Net Assets$111,408$158,176▲ $46,768
Permanently Rstr Net Assets$134,436$130,786▼ $3,650
Total Net Assets Fund Balance$1,968,854$1,857,169▼ $111,685
Total Liabilities and Net Assets / Fund Balance$2,606,635$2,771,711▲ $165,076

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$472,866$460,724$933,590
Other Securities$130,786--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$718,785$58,752▲ $37,961$10,000$804,432
2017$665,778-▲ $53,007-$718,785
2016$690,644-▼ $22,686-$665,778
2015$633,411-▼ $15,396-$690,644
2014$578,242-▲ $56,504-$633,411
Compensation and Service Providers

Employees

NameTitleBaseTotal
Nancy LeadermanHead of Scho$178,093$178,093
Nancy LeadermanHead of School$178,093$178,093

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$196,054
Program Service Revenue
$2,659,860
Investment Income
$28,735
Other Revenue
$84,258
All Other Contributions
$161,959
Change in Net Assets
$-152,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,308,600
Other Expenses$813,306
Total Fundraising Expense$1,244
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,321,861$651,066-$1,972,927
All Other Expenses$217,714$48,491-$266,205
Insurance$138,905$70,272-$209,177
Current Officers, Directors, Trustees, and Key Employees-$178,093-$178,093
Payroll Taxes$125,307$31,327-$156,634
Fees for Services Other$55,008--$55,008
Depreciation Depletion$42,800--$42,800
Other Expenses$24,485$10,494-$34,979
Office Expenses$3,119$1,679-$4,798
Fees for Services Accounting-$4,569-$4,569
Advertising$2,697$207$1,244$4,148
Other Employee Benefits$851$95-$946
Total Functional Expenses$2,075,326$1,045,336$1,244$3,121,906
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$138,065
Fundraising Direct Expenses$53,807
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$122,505$122,505$36,639$85,866
Ptf Fundraising$15,560$15,560$17,168$-1,608
Total Events$138,065$138,065$53,807$84,258
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
2018-12-03

Organization Details

Principal Officer
Nancy Leaderman
Formed
1988
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
83

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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