Shalom INC FY2020 filing

Tax-deductible

Philadelphia, PA501(c)(3)Mental HealthEIN 23-1900919Revenue $657K in FY2020

On file with the IRSshalominc.com1905 E Allegheny Ave, 19134-3121 · Philadelphia, PATax-exempt since Nov 1977Publicly supported charity — 170(b)(1)(A)(vi)

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Prevention services

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$61K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $45K a year · 6% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$61K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$158K
69% of total assets
Worth a look: liabilities are 69% of assets; over 65%.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$657K
Spent
$648K
To programs
85%
Net assets
$70K
By yearFY2020–FY2023
Revenue
$657K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$657K
FY2021$659K
FY2022$769K
FY2023$905K
Expenses
$648K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$648K
FY2021$754K
FY2022$720K
FY2023$688K
Net assets
$70K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$70K
FY2021−$24K
FY2022$25K
FY2023$241K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Nov 1977.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $551K Management & general 15% · $97K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $61K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$60,866Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Charlotte Centonze’s $79K as Executive Director is at the 67th percentile of top reported officer pay among 2094 $100K–1M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020
Charlotte Centonze$79,041$75,388$71,755$60,866

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Shalom INC is a mental health nonprofit based in Philadelphia, PA.

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Provided by the organization

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1 program · $551K · in their own filed words · FY2019
01

Shalom, inc. Assists children, adolescents and their families by providing PREVENTION/INTERVENTION services. The agency focuses on many of the challenges facing twenty-first century family life. Though the list is exhaustive, please know this program promotes ways to positively address behavioral health concerns.

$551Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$657K
Ln 12
Gifts and grantsLn 1h$644K
Fees for servicesLn 2g$13K
Investment incomeLn 3$802
Money outPt IX
$648K
Ln 25
Programscol B$551K
Managementcol C$97K
Owns and owesPt X
$70K
net assets · Ln 32
Cash and savingsLn 1–2$119K
Total assetsLn 16$228K
LiabilitiesLn 26$158K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$644K
Government grantsLn 1e$638K
Fees for servicesLn 2g$13K
Investment incomeLn 3$802
Total revenueLn 12$657K
Assets in detailPt X, end of year
CashLn 1$96K
SavingsLn 2$23K
Cash and savings togetherLn 1–2$119K
Land, buildings, equipmentLn 10c$15K
Other assetsLn 15$2K
Total assetsLn 16$228K
LiabilitiesLn 26$158K
Net assetsLn 32$70K
OperationsPt I, VI
EmployeesI 518
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$75K$119K
Land, buildings, equipmentLn 10c$16K$15K
Total assetsLn 16$172K$228K
LiabilitiesLn 26$111K$158K
Net assetsLn 32$61K$70K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$105K$89K$16K
Pay of disqualified personsLn 6$349K$296K$52K
Other employee benefitsLn 9$41K$35K$6K
Payroll taxesLn 10$52K$44K$8K
Accounting feesLn 11c$12K$10K$2K
Other fees for servicesLn 11g$15K$13K$2K
Office expensesLn 13$12K$10K$2K
Information technologyLn 14$3K$3K$474
OccupancyLn 16$35K$30K$5K
TravelLn 17$2K$1K$227
InterestLn 20$5K$5K$819
Depreciation, depletion and amortizationLn 22$3K$3K$477
InsuranceLn 23$7K$6K$1K
Other expenses (24a–d)Ln 24$6K$5K$911
Total functional expensesLn 25$648K$551K$97K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $905K$688K$217K$241K 990 PDF
FY2022 $769K$720K$49K$25K 990 PDF
FY2021 $659K$754K−$95K−$24K 990 PDF
FY2020 Viewing $657K$648K$9K$70K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $657,367 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $649,638$643,944
I-9 Program service revenuePrior year $59,752$12,621
I-10 Investment incomePrior year $667$802
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $710,057$657,367
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $482,100$546,835
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $164,123$101,041
I-18 Total expensesPrior year $646,223$647,876
I-19 Revenue less expensesPrior year $63,834$9,491
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $657,367 across 6 lines filed
VIII-1e Government grants$637,795
VIII-1f All other contributions, gifts and grants$6,149
VIII-1h Total contributions, gifts and grants$643,944
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,621$12,621
VIII-3 Investment incomeExcluded from tax $802$802
VIII-12 Total revenueRelated to mission $12,621 · Unrelated business $0 · Excluded from tax $802$657,367
Part IX · Statement of functional expenses $647,876 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $89,232 · Management $15,739$104,971
IX-6 Pay of disqualified personsPrograms $296,259 · Management $52,256$348,515
IX-9 Other employee benefitsPrograms $35,135 · Management $6,197$41,332
IX-10 Payroll taxesPrograms $44,218 · Management $7,799$52,017
IX-11c Accounting feesPrograms $10,213 · Management $1,802$12,015
IX-11g Other fees for servicesPrograms $12,840 · Management $2,265$15,105
IX-13 Office expensesPrograms $10,375 · Management $1,830$12,205
IX-14 Information technologyPrograms $2,690 · Management $474$3,164
IX-16 OccupancyPrograms $29,841 · Management $5,264$35,105
IX-17 TravelPrograms $1,290 · Management $227$1,517
IX-20 InterestPrograms $4,640 · Management $819$5,459
IX-22 Depreciation, depletion and amortizationPrograms $2,702 · Management $477$3,179
IX-23 InsurancePrograms $6,129 · Management $1,081$7,210
IX-24 Other expenses (24a–d)Programs $5,171 · Management $911$6,082
IX-25 Total functional expensesPrograms $550,735 · Management $97,141 · Fundraising $0$647,876
Part X · Balance sheet $228,442 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $65,295$95,845
X-2 Savings and temporary cash investmentsStart of year $9,503$23,412
X-3 Pledges and grants receivableStart of year $60,788$60,788
X-4 Accounts receivableStart of year $17,803$30,873
X-10c Land, buildings and equipment, netStart of year $15,895$15,024
X-15 Other assetsStart of year $2,500$2,500
X-16 Total assetsStart of year $171,784$228,442
X-17 Accounts payable and accrued expensesStart of year $10,890$5,026
X-25 Other liabilitiesStart of year $100,000$153,031
X-26 Total liabilitiesStart of year $110,890$158,057
X-27 Net assets without donor restrictionsStart of year $60,894$70,385
X-32 Total net assets or fund balancesStart of year $60,894$70,385
X-33 Total liabilities and net assetsStart of year $171,784$228,442
Part XI · Reconciliation of net assets $70,385 net assets at year end
XI-1 Total revenue$657,367
XI-2 Total expenses$647,876
XI-3 Revenue less expenses$9,491
XI-4 Net assets at start of year$60,894
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$70,385

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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