Shalom Institute Camp & Conference Center
Nonprofit profile at a glance
- EIN
- 841652923
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Malibu, CA, USA
- Phone
- 8188895500
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Youth Development – Religious Leadership
- Affiliation
- Judaism
Reported finances
- Revenue
- $8,996,237
- Expenses
- $8,067,003
- Assets
- $41,063,614
- Liabilities
- $2,347,151
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
22 people listed
Executive titles in this filing
- WILLIAM KAPLAN (CHIEF EXECUTIVE OFFICER)
Highest reported compensation
- WILLIAM KAPLAN (CHIEF EXECUTIVE OFFICER): $270,488 total reported compensation
- JOEL CHARNICK (CHIEF PROGRAM OFFICER): $177,014 total reported compensation
- ELISA BECKER (CHIEF OPERATING OFFICER): $157,456 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The organization is a nonprofit organization whose mission is to facilitate positive experiences grounded in jewish values that foster community, cultivate leadership, inspire social action, nurture jewish tradition and culture, and instill a responsibility for the environment. The organization's mission also includes developing skills and values throughout the greater community, regardless of individual's religious backgrounds. Some programs offered include:-camp jca shalom year-round overnight and day camping programs-programs for children and adults with disabilities-teen leadership programs-senior adult and adult programs-community retreats and programs-family programs-community service programs-camp gesher and family programming for russian-speaking jewish families
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 93% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 75
- Accountability: 88
- Sustainability: 66
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 81.2%; rating input score 81
- Program expense ratio: 84.1%; rating input score 84
- Fundraising efficiency: $24.67 raised per $1 spent on fundraising; rating input score 65; 65th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 88.2%; rating input score 88; 19th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 10.3%; rating input score 63; 63rd percentile among comparable filings
- Total-asset coverage ratio: 5.09; rating input score 84; 84th percentile among comparable filings
- Liabilities to assets ratio: 0.06; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 10.4%; rating input score 29; 29th percentile among comparable filings
Growth
- Program expense growth: 5.1% per year; rating input score 100; 40th percentile among comparable filings
- Revenue growth: 10.4% per year; rating input score 100; 70th percentile among comparable filings
- Asset growth: 20.4% per year; rating input score 100; 84th percentile among comparable filings
Details
- Where the money goes: 81.2% of revenue deployed · 84.1% of spending went to programs
- Governance: 15 of 17 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $6.8M in reported program spending
- Leadership: top reported pay $270K · 22 people listed · 1 of 6 pay-setting controls reported
- Consistency: 35 of 35 current checks pass
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 13 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: Form 990 shared with the board not reported.
- High — Sustainability: Officer compensation ratio scored 29/100.