2019-07-01T09:11:34-05:00 2018-09-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2017-10-01 411837022 SHOLOM COMMUNITY ALLIANCE SHOL 9529356311 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 DAVID BERRYMAN CFO 9529356311 2019-06-14 1 JED CHENEY P01587750 6123764500 67.137.57.251 2019-06-14 13:55:58 CD P 18794D93E6043908D9C9A4CBEB9D5665E7590A55 FD302F4D5CE3C660ABAF9933EAAEEC9F457F14F9 2017 2019-02-21 02:37:17Z BARB KLICK 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 14700048 0 X WWW.SHOLOM.COM X 1995 MN SHOLOM COMMUNITY ALLIANCE SUPPORTS RELATED ENTITIES IN PROVIDING CARE FOR THE ELDERLY. 22 22 95 22 0 0 2791963 4041491 10205198 10638157 37203 -288759 109780 -17595 13144144 14373294 5250 829797 0 0 4320996 4374305 0 0 72250 6504217 6998055 10830463 12202157 2313681 2171137 20290552 24311544 13900722 13634414 6389830 10677130 SHOLOM IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING A BROAD CONTINUUM OF RESIDENTIAL, SOCIAL SERVICE, AND HEALTH CARE SERVICES PRIMARILY FOR OLDER ADULTS AND WITHIN A JEWISH ENVIRONMENT. 0 0 6446970 829797 5590375 SHOLOM COMMUNITY ALLIANCE SUPPORTS THE EFFORTS OF RELATED ENTITIES THAT PROVIDE NURSING HOME, HOUSING, AND COMMUNITY BASED SERVICES PRIMARILY TO THE ELDERLY. THE ALLIANCE IS COMMITTED TO ENHANCING THE QUALITY OF LIFE OF THE PEOPLE IT SERVES AND SERVING THOSE WHO DESIRE TO RECEIVE CARE IN THE ENVIRONMENT GUIDED BY THE DOCTRINE AND PRACTICES OF JUDAISM. 5444389 5047782 SHOLOM COMMUNITY ALLIANCE, LLC IS A 52-UNIT ASSISTED LIVING AND 24-UNIT MEMORY CARE FACILITY KNOWN AS THE ROITENBERG FAMILY ASSISTED LIVING RESIDENCE PROVIDING HOUSING AND RELATED SERVIES TO SENIOR CITIZENS. 11891359 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 22 0 95 1 0 0 0 0 0 0 0 0 0 0 X 22 22 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X DAVID BERRYMAN 9529356311 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 JERRY RUDICK PRESIDENT 1.00 5.00 X X 0 0 0 CHUCK SELCER IMMEDIATE PAST PRESIDENT 1.00 5.00 X X 0 0 0 MARGIE SOLOMON VICE PRESIDENT 1.00 4.00 X X 0 0 0 SCOTT SEILER VICE PRESIDENT 1.00 4.00 X X 0 0 0 NEIL BORENSTEIN TREASURER 1.00 5.00 X X 0 0 0 PHYLLIS KARASOV SECRETARY 1.00 4.00 X X 0 0 0 MARK FREEMAN DIRECTOR 1.00 5.00 X 0 0 0 STEVE BRAND DIRECTOR 1.00 5.00 X 0 0 0 BOB HELD DIRECTOR 1.00 4.00 X 0 0 0 JAY GOLDBERG DIRECTOR 1.00 5.00 X 0 0 0 JON GORDON DIRECTOR 1.00 8.00 X 0 0 0 GRANT KAMIN DIRECTOR 1.00 4.00 X 0 0 0 BRIAN KRISKO DIRECTOR 1.00 4.00 X 0 0 0 JOHN MACDONALD DIRECTOR 1.00 7.00 X 0 0 0 BOB MEICHES DIRECTOR 1.00 4.00 X 0 0 0 DAVID NIRENSTEIN DIRECTOR 1.00 7.00 X 0 0 0 ADAM FINK DIRECTOR 1.00 4.00 X 0 0 0 SHERYL RUTZICK DIRECTOR 1.00 5.00 X 0 0 0 MICHAEL SAXON DIRECTOR 1.00 5.00 X 0 0 0 POLLY SAXON DIRECTOR 1.00 4.00 X 0 0 0 LISA EDSTROM DIRECTOR 1.00 4.00 X 0 0 0 MICHAEL SHIELDS DIRECTOR 1.00 4.00 X 0 0 0 BARB KLICK CEO 5.00 35.00 X 318887 0 12407 DAVID BERRYMAN CFO 5.00 35.00 X 201648 0 17197 ANN THOLE COO 5.00 35.00 X 196781 0 3825 JAMIE MADDEAUX DIRECTOR OF MARKETING 40.00 X 109216 0 6934 MARY MELLENBRUCH DIRECTOR OF CLINICAL SERVICES 40.00 X 122347 0 10954 DOUG WYCKOFF CONTROLLER 40.00 X 110473 0 6937 ESTELLE WRIGHT DIRECTOR OF HR 40.00 X 145706 0 7396 CATHY ZARSKE DIRECTOR OF IT 40.00 X 132312 0 346 1337370 0 65996 8 0 1 0 PRIME GENERAL CONTRACTORS 1001 EAST CLIFF ROAD BURNSVILLE MN 55337 CONSTRUCTION SERVICES 533768 IMPACT GROUP 3435 LABORE RD ST PAUL MN 55110 IT SUPPORT SERVICES 517952 ADP INC PO BOX 842875 BOSTON MA 02284 PAYROLL SERVICES 249563 CLIFTONLARSONALLEN 220 SOUTH SIXTH ST SUITE 300 MINNEAPOLIS MN 55402 AUDIT/TAX SERVICES 156582 4 284427 3757064 4041491 MANAGEMENT FEE REVENUES 541610 5590375 5590375 PROGRAM SERVICE 623000 5047782 5047782 10638157 37995 37995 40884 0 40884 40884 40884 326754 -326754 -326754 -326754 MEALS 623000 25309 25309 BEAUTY SHOP 623000 19056 19056 MISCELLANEOUS 623000 15274 15274 -118118 -118118 -58479 14373294 10638157 0 -306354 827547 827547 2250 2250 750922 750922 2961535 2812930 148605 25913 25407 506 368950 350892 18058 266985 254203 12782 83173 62057 21116 141258 135258 6000 566303 553375 12928 179495 179495 3227816 3216685 11131 870621 870621 773852 771595 2257 31838 31838 24515 24515 59037 59037 560192 560192 FOOD 232567 232567 MISCELLANEOUS EXPENSES 134399 129302 5097 PROFESSIONAL FUNDRAISER 72250 72250 EQUIP/MAINT/REPAIR 31038 30970 68 9701 9701 12202157 11891359 238548 72250 1108430 427562 1202 781405 1091636 2460594 80008 35884 105418 93515 18502823 8586141 10319108 9916682 221417 1915719 5246957 6441684 2116376 2238499 20290552 24311544 835582 1348320 1848 408 10332491 10182982 70405 59475 1308807 662429 1351589 1380800 13900722 13634414 X 699596 -77423 1540524 6088123 4149710 4666430 6389830 10677130 20290552 24311544 X 2171137 -8687 2124850 X 0 1 X 1 0 X X 8 SHOLOM HOME EAST INC 410695462 10 1 2315154 0 SHOLOM HOME WEST INC 363570759 10 1 2261866 0 COMMUNITY HOUSING & SERVICE CORP 410982770 10 1 444700 0 KNOLLWOOD COMMUNITY HOUSING & SERVICES 411518579 10 1 36164 0 MENORAH PLAZA HOUSING CORPORATION 363512438 10 1 120014 0 SCA HOME HEALTH CARE 010628051 10 0 1151069 0 SHOLOM ST PAUL SENIOR HOUSING 204844785 10 0 30229 0 SHOLOM FOUNDATION 363411361 7 0 89602 0 8 6448798 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 1 THERE ARE THREE SUPPORTED ORGANIZATIONS THAT AREN'T INCLUDED SHOLOM COMMUNITY ALLIANCE'S ("SCA") GOVERNING DOCUMENTS BY NAME. THEY ARE SCA HOME HEALTH CARE, SHOLOM ST. PAUL SENIOR HOUSING, AND SHOLOM FOUNDATION. THESE ORGANIZATIONS ARE DESIGNATED BY THEIR PURPOSE AND THE CLASS OF INDIVIDUALS SERVED AS DESCRIBED BELOW. SCA'S PURPOSE IS TO SUPPORT ORGANIZATIONS THAT PROVIDE, IN ACCORDANCE WITH THE DOCTRINES, PRACTICES, AND REQUIREMENTS OF JUDAISM, NURSING HOME AND RESIDENTIAL FACILITIES AND OTHER SERVICES DESIGNED TO SATISFY THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL, AND RELIGIOUS NEEDS OF ELDERLY PERSONS. SCA HOME HEALTH CARE FURTHER SUPPORTS THE PURPOSE OF SCA AND ITS RELATED AFFILIATES BY PROVIDING HOME HEALTH CARE SERVICES TO THE RESIDENTS OF THE FACILITIES OWNED AND OPERATED BY SCA AND ITS RELATED AFFILIATES, SHOLOM ST. PAUL SENIOR HOUSING IS PART OF THE SHOLOM HOME EAST'S CAMPUS AND PROVIDES LOW-INCOME HOUSING FOR THE ELDERLY IN A JEWISH ENVIRONMENT, AND THE SHOLOM FOUNDATION RAISES FUNDS TO SUPPORT THE OPERATIONS OF SCA AND ITS RELATED AFFILIATES LISTED IN SCHEDULE A, PART I, LINE 11. PART IV, SECTION C, LINE 1 THE MAJORITY OF SCA'S BOARD OF DIRECTORS WERE ALSO A MAJORITY, IF NOT THE SAME AS, FOR ALL OF THE SUPPORTED ORGANIZATIONS INCLUDED IN SCHEDULE A, PART I, LINE 11 OTHER THAN THE SHOLOM FOUNDATION. EIGHT MEMBERS OF THE SHOLOM FOUNDATION'S BOARD OF DIRECTORS ALSO SERVE ON SCA'S BOARD OF DIRECTORS. IN ADDITION TO THIS MINORITY OVERLAP, THE MANAGEMENT OF THE SHOLOM FOUNDATION IS VESTED IN THE SAME PERSONS AS SCA AND ITS RELATED AFFILIATES. 0 1 X 982027 982027 14040402 5691590 8348812 3458212 2894551 563661 22182 22182 9916682 INTEREST IN NET ASSETS OF AFFILIATE FOUNDATION 6441684 F 6441684 DUE FROM AFFILIATES 1814085 RESIDENT TRUST FUND 3949 TENANT SECURITY DEPOSITS 56858 DEBT SERVICE RESERVE FUND 311289 BOND INTEREST FUND 38464 BOND PRINCIPAL FUND 12600 LOAN FUND 1254 2238499 DUE TO AFFILIATES 1380800 1380800 X PART IV, LINE 2B: ESCROW LIABILITIES RELATE TO AMOUNTS ON DEPOSIT FOR TENANT SECURITY DEPOSITS AND RESIDENT TRUST FUNDS. AMOUNTS ARE REFUNDABLE TO RESIDENTS AND TENANTS WITH CERTAIN EXCEPTIONS. PART X, LINE 2: SHOLOM AND ITS AFFILIATES QUALIFY AS TAX-EXEMPT ENTITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE ORGANIZATIONS ARE CLASSIFIED AS PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS UNDER EITHER SECTION 509(A)(1), 509(A)(2) OR SECTION 509(A)(3) OF THE CODE AND CONTRIBUTIONS TO THE ORGANIZATIONS QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. SHOLOM COMMUNITY ALLIANCE, LLC'S NET INCOME (LOSS) FOR FEDERAL AND STATE INCOME TAX PURPOSES IS INCLUDED IN THE INCOME TAX RETURN OF ITS SOLE MEMBER. NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. SHOLOM'S ANNUAL TAX FILINGS ARE SUBJECT TO REVIEW BY FEDERAL, STATE, AND LOCAL AUTHORITIES. SHOLOM IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. SHOLOM IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OTHER TAXES. 1 JEROLD PANAS LINZY & PARTNERS 500 NORTH MICHIGAN AVE STE 1035 CHICAGO IL 60611 FUNDRAISING CONSULTING 0 0 21250 634810 CAPITAL CAMPAIGN INSTITUTE 3339 ATWATER STREET MINNETONKA MN 55305 FUNDRAISING CONSULTING 0 0 51000 1554190 72250 2189000 MN 1 SHOLOM HOME WEST INC 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 363570759 501(C)(3) 594362 GENERAL SUPPORT COMMUNITY HOUSING AND SERVICE CORPORATION 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 410982770 501(C)(3) 30924 GENERAL SUPPORT MENORAH PLAZA HOUSING CORPORATION 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 363512438 501(C)(3) 202261 GENERAL SUPPORT 3 0 PART I, LINE 2: THE BOARD OF DIRECTORS AND MANAGEMENT HAVE SET-UP INTERNAL CONTROLS TO MONITOR THE USE OF GRANT FUNDS. ALL OF THE DISTRIBUTIONS TO THE GRANTEES ARE APPROVED BY THE BOARD OF DIRECTORS OR BY ASSIGNED AUTHORIZED PERSONNEL. X X X X X 0 0 0 0 0 0 0 0 0 BARB KLICK CEO 318887 0 0 0 0 0 0 0 12407 0 331294 0 0 0 DAVID BERRYMAN CFO 201648 0 0 0 0 0 3025 0 14172 0 218845 0 0 0 ANN THOLE COO 196781 0 0 0 0 0 3562 0 263 0 200606 0 0 0 ESTELLE WRIGHT DIRECTOR OF HR 145706 0 0 0 0 0 2185 0 5211 0 153102 0 0 0 A CITY OF ST LOUIS PARK SERIES 2017 REVENUE BONDS 416005519 85230FCE7 2017-10-31 10500000 RETIRE SERIES 2006 REVENUE BONDS 0 0 0 A 10500000 308434 210000 9973550 2017 1 0 1 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 2 MARK FREEMAN & NEIL BORENSTEIN - FAMILY RELATIONSHIP POLLY SAXON & MIKE SAXON - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERSHIP: LIFE MEMBERS AND GENERAL MEMBERS. LIFE MEMBERS INCLUDE: (I) ALL PAST PRESIDENTS OF THE BOARD OF DIRECTORS OF THE CORPORATION SHOLOM HOME, INC., AND COMMUNITY HOUSING AND SERVICE CORPORATION; (II) LIFE MEMBERS OF THE CORPORATION WHO ARE IN GOOD STANDING; AND (III) ALL PERSONS WHO ARE ADMITTED AS LIFE MEMBERS FROM TIME TO TIME BY ACTION OF THE BOARD OF DIRECTORS. GENERAL MEMBERS INCLUDE: (I) GENERAL MEMBERS OF THE CORPORATION WHO ARE IN GOOD STANDING, AND (II) THOSE PERSONS WHO ARE ADMITTED AS SUCH FROM TIME TO TIME BY ACTION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED BY MAJORITY VOTE OF THE MEMBERS AT THE ANNUAL MEETING. IN ADDITION, ONE PERSON IS APPOINTED TO THE BOARD FROM EACH OF THE FOLLOWING ORGANIZATIONS: MINNEAPOLIS JEWISH FEDERATION, ST. PAUL UNITED JEWISH FUND AND COUNCIL, SHOLOM HOME AUXILIARY, AND SHOLOM FOUNDATION FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN WAS REVIEWED BY MANAGEMENT IN DETAIL, REVIEWED AND APPROVED BY A SUBCOMMITTEE OF THE BOARD OF DIRECTORS, AND PROVIDED TO THE FULL BOARD OF DIRECTORS ELECTRONICALLY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EMPLOYEES SIGN FOR RECEIPT OF POLICY WHICH COVERS ALL EMPLOYEES AND OFFICERS. COMPLIANCE IS MONITORED VIA VARIOUS MEANS INCLUDING FINANCIAL AUDIT, BOARD MINUTES, AND INVESTIGATION OF COMPLAINTS. ANY POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED AT THE TIME OF KNOWLEDGE OF THE POTENTIAL CONFLICT TO THE PRESIDENT OF THE BOARD OF DIRECTORS, OR, IF APPROPRIATE, THE CHAIR OF THE COMMITTEE EVALUATING THE PARTICULAR MATTER AND THE CEO. THE PRESIDENT OF THE BOARD OF DIRECTORS OR ANY DESIGNEE WILL EVALUATE THE APPROPRIATENESS OF THE BOARD MEMBER TO BE INVOLVED IN ANY DISCUSSIONS AND/OR VOTING ON THE POTENTIAL CONFLICT OF INTEREST ISSUE. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES REVIEWS MARKET DATA AMONG COMPETITORS TO ALIGN COMPENSATION FOR OFFICER AND SENIOR LEADERSHIP POSITIONS. MARKET DATA COLLECTED IS FROM A VARIETY OF SOURCES, AND FOCUSES ON COMPANIES OF A NON-PROFIT STATUS WITHIN A SIMILAR INDUSTRY, SIZE, AND/OR REVENUE. THE BOARD OF DIRECTORS USE THIS INFORMATION TO REVIEW AND SET THE COMPENSATION FOR THE CEO, CFO, AND COO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT OPEN TO PUBLIC INSPECTION. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 2,084,048. NET ASSET RECLASSIFICATION 40,802. SHOLOM COMMUNITY ALLIANCE LLC 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 412007919 ASSISTED LIVING FACILITY DE 5227672 12135613 SHOLOM COMMUNITY ALLIANCE SHOLOM HOME EAST INC 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 410695462 NURSING HOME FOR THE ELDERLY MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 1 SHOLOM HOME WEST INC 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 363570759 NURSING HOME FOR THE ELDERLY MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 1 COMMUNITY HOUSING & SERVICE CORP 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 410982770 PROVIDE HOUSING FOR THE ELDERLY MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 1 KNOLLWOOD COMMUNITY HOUSING CORP 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 411518579 LOW INCOME HOUSING MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE AND COMMUNITY HOUSING AND SERVICE CORP 1 MENORAH PLAZA HOUSING CORP 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 363512438 LOW INCOME HOUSING MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE AND COMMUNITY HOUSING AND SERVICE CORP 1 SHOLOM COMMUNITY ALLIANCE HOME HEALTH CARE 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 010628051 PROVIDE HOME HEALTH CARE AND HOSPICE SERVICES TO THE COMMUNITY. MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 1 SHOLOM ST PAUL 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 300256100 INACTIVE SHELL COMPANY MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 1 SHOLOM ST PAUL SENIOR HOUSING INC 760 PERLMAN STREET ST PAUL MN 55102 204844785 LOW INCOME HOUSING MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 1 SHOLOM FOUNDATION 3610 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 363411361 SUPPORT AFFILIATES THROUGH FUNDRAISING MN 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 SHOLOM FOUNDATION C 284427 CASH SHOLOM HOME EAST INC L 2002456 PERCENT OF REVENUES SHOLOM HOME WEST INC L 1956366 PERCENT OF REVENUES COMMUNITY HOUSING & SERVICE CORPORATION L 384636 PERCENT OF REVENUES SHOLOM COMMUNITY ALLIANCE HOME HEALTH CARE L 995599 PERCENT OF REVENUES MENORAH PLAZA HOUSING CORPORATION L 103804 PERCENT OF REVENUES SHOLOM HOME WEST INC B 594362 CASH COMMUNITY HOUSING & SERVICE CORPORATION B 30924 CASH MENORAH PLAZA HOUSING CORPORATION B 202261 CASH SHOLOM FOUNDATION P 276449 CASH