SHOLOM COMMUNITY ALLIANCE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHOLOM COMMUNITY ALLIANCE (EIN 41-1837022)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-07-15
- IRS object ID
- 201541979349300214
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-15T10:05:22-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411837022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOLOM COMMUNITY ALLIANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOL | BusinessNameControlTxt |
| Phone | 9529356311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3620 PHILLIPS PARKWAY | AddressLine1 |
| City | ST LOUIS PARK | City |
| State | MN | State |
| ZIP Code | 55426 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HANSON | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 9529356311 | PhoneNum |
| Signature | 2015-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KACIE MCEWEN | PreparerPersonNm |
| PTIN | P01599614 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK FREEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3620 PHILLIPS PARKWAY | AddressLine1 |
| City | ST LOUIS PARK | City |
| State | MN | State |
| ZIP Code | 55426 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,030,680 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHOLOM.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | SHOLOM COMMUNITY ALLIANCE SUPPORTS RELATED ENTITIES IN PROVIDING CARE FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $376,574 | PYContributionsGrantsAmt |
| CY Contributions Grants | $380,465 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,219,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,509,831 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,082 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,770 | CYInvestmentIncomeAmt |
| PY Other Revenue | $176,920 | PYOtherRevenueAmt |
| CY Other Revenue | $116,614 | CYOtherRevenueAmt |
| PY Total Revenue | $8,807,676 | PYTotalRevenueAmt |
| CY Total Revenue | $9,030,680 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,967 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,437,071 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,592,119 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,289,793 | PYOtherExpensesAmt |
| CY Other Expenses | $6,399,806 | CYOtherExpensesAmt |
| PY Total Expenses | $9,726,864 | PYTotalExpensesAmt |
| CY Total Expenses | $9,994,892 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$919,188 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$964,212 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,458,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,391,468 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,353,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,088,181 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,104,721 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,303,287 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,342,410 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,476,120 | RevenueAmt |
| Desc | 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 AN ENVIRONMENT GUIDED BY THE DOCTRINE AND PRACTICES OF JUDAISM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,795,342 | ExpenseAmt |
| Grant | $2,967 | GrantAmt |
| Revenue | $4,033,711 | RevenueAmt |
| Desc | 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 SERVICES TO SENIOR CITIZENS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,137,752 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL HANSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9529391600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3620 PHILLIPS PARKWAY | AddressLine1 |
| City | ST LOUIS PARK | City |
| State | MN | State |
| ZIP Code | 55426 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARK FREEMAN | ||||||||
| PRESIDENT | 1.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARRY NEWMAN | ||||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| POLLY SAXON | ||||||||
| VICE PRESIDENT | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN MACDONALD | ||||||||
| VICE PRESIDENT | 1.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE BRAND | ||||||||
| VICE PRESIDENT | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BILL GOTLIEB | ||||||||
| VICE PRESIDENT | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JERRY RUDICK | ||||||||
| TREASURER | 1.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARGIE SOLOMON | ||||||||
| SECRETARY | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WENDY BALDINGER | ||||||||
| DIRECTOR (ROTATED OFF JULY 2014) | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL BORENSTEIN | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN FREEMAN | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL HORNE | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY GOLDBERG | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JON GORDON | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| GRANT KAMIN | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI KAMIN | ||||||||
| DIRECTOR (ROTATED OFF JULY 2014) | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS KARASOV | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BECCA KVASNIK | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN KRISKO | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY LANE | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN PARRITZ | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN ROCKLER | ||||||||
| DIRECTOR (ROTATED OFF JULY 2014) | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL ROSS | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE SAXON | ||||||||
| DIRECTOR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SEILER | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SHIELDS | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE SWILER | ||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN LAUB | ||||||||
| CEO | 5.00 | 35.00 | Yes (X) | $272,690 | $0 | $4,084 | ||
| MICHAEL HANSON | ||||||||
| COO/CFO | 5.00 | 35.00 | Yes (X) | $232,695 | $0 | $1,082 | ||
| TODD WILLETT | ||||||||
| CONTROLLER | 40.00 | $111,290 | $0 | $4,954 | Yes (X) | |||
| JULIE TRYGSTAD | ||||||||
| HR DIRECTOR | 40.00 | $125,279 | $0 | $697 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $741,954 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,817 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IMPACT GROUP | |||||
| 3435 LABORE RD | ST PAUL | MN | 55110 | IT SUPPORT SERVICES | $338,159 |
| ADP INC | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL SERVICES | $279,505 |
| CLIFTONLARSONALLEN | |||||
| 220 SOUTH SIXTH ST SUITE 300 | MINNEAPOLIS | MN | 55402 | AUDIT/TAX SERVICES | $140,095 |
| INTEGRA TELECOM OF MINNESOTA | |||||
| 18110 SE 34TH BLDG ONE SUITE 100 | VANCOUVER | WA | 98683 | COMMUNICATIONS/NETWORKING SERVICES | $104,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $218,179 | RelatedOrganizationsAmt |
| All Other Contributions | $162,286 | AllOtherContributionsAmt |
| Total Contributions | $380,465 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE REVENUE | 541610 | $4,476,120 | $4,476,120 |
| PROGRAM SERVICE | 623000 | $4,033,711 | $4,033,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,509,831 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,764 | TotalRevenueColumnAmt |
| Exclusion | $12,764 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,236 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $40,236 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,236 | TotalRevenueColumnAmt |
| Exclusion | $40,236 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,006 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,006 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,006 | TotalRevenueColumnAmt |
| Exclusion | $11,006 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MEALS | 623000 | $44,558 | $44,558 |
| BEAUTY SHOP | 623000 | $28,620 | $28,620 |
| MISCELLANEOUS | 623000 | $2,531 | $2,531 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $669 | TotalRevenueColumnAmt |
| Exclusion | $669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $76,378 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,030,680 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,509,831 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $140,384 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,967 | TotalAmt |
| Program Services | $2,967 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,101 | TotalAmt |
| Management And General | $560,101 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,621,670 | TotalAmt |
| Program Services | $650,891 | ProgramServicesAmt |
| Management And General | $1,970,779 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,982 | TotalAmt |
| Program Services | $377 | ProgramServicesAmt |
| Management And General | $10,605 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,428 | TotalAmt |
| Program Services | $32,166 | ProgramServicesAmt |
| Management And General | $141,262 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,938 | TotalAmt |
| Program Services | $10,912 | ProgramServicesAmt |
| Management And General | $215,026 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,905 | TotalAmt |
| Management And General | $112,905 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,342 | TotalAmt |
| Management And General | $143,342 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,337 | TotalAmt |
| Program Services | $45,232 | ProgramServicesAmt |
| Management And General | $657,105 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,883 | TotalAmt |
| Program Services | $176 | ProgramServicesAmt |
| Management And General | $189,707 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,562,677 | TotalAmt |
| Program Services | $1,833,962 | ProgramServicesAmt |
| Management And General | $728,715 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,172 | TotalAmt |
| Management And General | $640,172 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,291 | TotalAmt |
| Program Services | $166,249 | ProgramServicesAmt |
| Management And General | $11,042 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,080 | TotalAmt |
| Program Services | $4,005 | ProgramServicesAmt |
| Management And General | $34,075 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,235 | TotalAmt |
| Management And General | $32,235 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,778 | TotalAmt |
| Program Services | $619,221 | ProgramServicesAmt |
| Management And General | $23,557 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,809 | TotalAmt |
| Program Services | $425,103 | ProgramServicesAmt |
| Management And General | $149,706 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,138 | TotalAmt |
| Program Services | $30,594 | ProgramServicesAmt |
| Management And General | $78,544 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $207,379 | $207,379 | |
| MISCELLANEOUS EXPENSES | $198,132 | $52,750 | $145,382 |
| EQUIP/MAINT/REPAIR | $35,919 | $27,779 | $8,140 |
| BEAUTY SHOP SERVICES | $24,989 | $24,989 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,740 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
| Management And General | $4,740 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,994,892 | TotalAmt |
| Program Services | $4,137,752 | ProgramServicesAmt |
| Management And General | $5,857,140 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,183 | BOYAmt |
| EOY | $292,278 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,374 | BOYAmt |
| EOY | $371,165 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,930 | BOYAmt |
| EOY | $49,182 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,444 | BOYAmt |
| EOY | $180,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,665,425 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,384,151 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,516,073 | BOYAmt |
| EOY | $11,281,274 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,690 | BOYAmt |
| EOY | $159,409 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,011,997 | BOYAmt |
| EOY | $4,164,432 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,829 | BOYAmt |
| EOY | $242,781 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,217,703 | BOYAmt |
| EOY | $1,650,110 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,458,223 | BOYAmt |
| EOY | $18,391,468 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,787 | BOYAmt |
| EOY | $780,218 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,571 | BOYAmt |
| EOY | $2,402 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,310,000 | BOYAmt |
| EOY | $11,140,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,838 | BOYAmt |
| EOY | $70,814 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,904 | BOYAmt |
| EOY | $87,982 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,183,402 | BOYAmt |
| EOY | $2,006,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,353,502 | BOYAmt |
| EOY | $14,088,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,042 | BOYAmt |
| EOY | $27,482 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,275 | BOYAmt |
| EOY | $555,580 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,845,404 | BOYAmt |
| EOY | $3,720,225 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,104,721 | BOYAmt |
| EOY | $4,303,287 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,458,223 | BOYAmt |
| EOY | $18,391,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$964,212 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,088 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$847,310 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (8 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| SHOLOM HOME EAST INC | |||||
| 410695462 | 9 | Yes (1) | Yes (1) | Yes (1) | $2,223,736 |
| SHOLOM HOME WEST INC | |||||
| 363570759 | 9 | Yes (1) | Yes (1) | Yes (1) | $1,801,377 |
| COMMUNITY HOUSING & SERVICE CORP | |||||
| 410982770 | 9 | Yes (1) | Yes (1) | Yes (1) | $464,024 |
| KNOLLWOOD COMMUNITY HOUSING & SERVICES | |||||
| 411518579 | 9 | Yes (1) | Yes (1) | Yes (1) | $37,032 |
| MENORAH PLAZA HOUSING CORPORATION | |||||
| 363512438 | 9 | Yes (1) | Yes (1) | Yes (1) | $128,401 |
| SCA HOME HEALTH CARE | |||||
| 010628051 | 9 | Yes (1) | Yes (1) | Yes (1) | $951,077 |
| SHOLOM ST PAUL SENIOR HOUSING | |||||
| 204844785 | 9 | Yes (1) | Yes (1) | Yes (1) | $26,366 |
| SHOLOM FOUNDATION | |||||
| 363411361 | 7 | Yes (1) | Yes (1) | Yes (1) | $26,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 8 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,658,177 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $982,027 | OtherCostOrOtherBasisAmt |
| Book Value | $982,027 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,737,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,133,299 | DepreciationAmt |
| Book Value | $9,604,604 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,811,926 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,250,852 | DepreciationAmt |
| Book Value | $561,074 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,569 | OtherCostOrOtherBasisAmt |
| Book Value | $133,569 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,281,274 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST IN NET ASSETS OF AFFILIATE FOUNDATION | Desc |
| Book Value | $4,164,432 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $4,164,432 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $1,051,454 |
| RESIDENT TRUST FUND | $2,882 |
| TENANT SECURITY DEPOSITS | $70,002 |
| DEBT SERVICE RESERVE FUND | $437,028 |
| BOND INTEREST FUND | $53,442 |
| BOND PRINCIPAL FUND | $35,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,650,110 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $2,006,765 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,006,765 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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)(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. THE TAX FILINGS FOR THE YEARS 2011 THROUGH 2013 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL OR STATE AUTHORITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEN LAUB | ||||||||||||||
| CEO | $254,553 | $0 | $0 | $0 | $18,137 | $0 | $0 | $0 | $4,084 | $0 | $276,774 | $0 | $0 | $0 |
| MICHAEL HANSON | ||||||||||||||
| COO/CFO | $216,427 | $0 | $0 | $0 | $16,268 | $0 | $0 | $0 | $1,082 | $0 | $233,777 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF ST LOUIS PARK SERIES 2006 REVENUE BONDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 416005519 | BondIssuerEIN |
| CUSIP | 85230FBK4 | CUSIPNum |
| Bond Issued | 2006-08-01 | BondIssuedDt |
| Issue Price | $12,300,000 | IssuePriceAmt |
| Purpose | USED FOR SERIES 2001 REVENUE BOND RETIREMENT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,160,000 | RetiredAmt |
| Total Proceeds | $12,300,000 | TotalProceedsAmt |
| In Reserve Fund | $437,028 | InReserveFundAmt |
| Issuance Costs From Proceeds | $296,837 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $11,599,805 | OtherSpentProceedsAmt |
| Substantial Completion | 2002 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: CITY OF ST. LOUIS PARK SERIES 2006 REVENUE BONDS DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2011 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ALLEN FREEMAN & MARK FREEMAN - FAMILY RELATIONSHIP ALLEN FREEMAN & NEIL BORENSTEIN - FAMILY RELATIONSHIP MARK FREEMAN & NEIL BORENSTEIN - FAMILY RELATIONSHIP LORI KAMIN & BECCA KVASNIK- FAMILY RELATIONSHIP LORI KAMIN & GRANT KAMIN - FAMILY RELATIONSHIP POLLY SAXON & MIKE SAXON - FAMILY RELATIONSHIP POLLY SAXON & NANCY LANE - FAMILY RELATIONSHIP NANCY LANE & 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 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 11 | THE FORM 990 TAX RETURN WAS REVIEWED BY MANAGEMENT IN DETAIL, THEN BY THE BUDGET AND FINANCE COMMITTEE AND THE PRESIDENT, THEN PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. |
| 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 BOTH THE CEO AND CFO/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 324,020. TRANSFER TO AFFILIATE -1,277,820. TRANSFER FROM AFFILIATE 106,490. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOLOM COMMUNITY ALLIANCE LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3620 PHILLIPS PARKWAY | AddressLine1 |
| City | ST LOUIS PARK | City |
| State | MN | State |
| ZIP Code | 55426 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412007919 | EIN |
| Primary Activities | ASSISTED LIVING FACILITY | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Total Income | $4,247,772 | TotalIncomeAmt |
| End Of Year Assets | $14,478,479 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOLOM COMMUNITY ALLIANCE | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHOLOM HOME EAST INC | |||||||||||
| 3620 PHILLIPS PARKWAY | ST LOUIS PARK | MN | 55426 | 410695462 | NURSING HOME FOR THE ELDERLY | MN | 501(C)(3) | 9 | SHOLOM COMMUNITY ALLIANCE | Yes (1) | |
| SHOLOM HOME WEST INC | |||||||||||
| 3620 PHILLIPS PARKWAY | ST LOUIS PARK | MN | 55426 | 363570759 | NURSING HOME FOR THE ELDERLY | MN | 501(C)(3) | 9 | SHOLOM COMMUNITY ALLIANCE | Yes (1) | |
| COMMUNITY HOUSING & SERVICE CORP | |||||||||||
| 3620 PHILLIPS PARKWAY | ST LOUIS PARK | MN | 55426 | 410982770 | PROVIDE HOUSING FOR THE ELDERLY | MN | 501(C)(3) | 9 | SHOLOM COMMUNITY ALLIANCE | Yes (1) | |
| KNOLLWOOD COMMUNITY HOUSING CORP | |||||||||||
| 3620 PHILLIPS PARKWAY | ST LOUIS PARK | MN | 55426 | 411518579 | LOW INCOME HOUSING | MN | 501(C)(3) | 9 | SHOLOM COMMUNITY ALLIANCE AND COMMUNITY HOUSING AND SERVICE CORP | Yes (1) | |
| MENORAH PLAZA HOUSING CORP | |||||||||||
| 3620 PHILLIPS PARKWAY | ST LOUIS PARK | MN | 55426 | 363512438 | LOW INCOME HOUSING | MN | 501(C)(3) | 9 | SHOLOM COMMUNITY ALLIANCE AND COMMUNITY HOUSING AND SERVICE CORP | Yes (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) | 9 | SHOLOM COMMUNITY ALLIANCE | Yes (1) | |
| SHOLOM ST PAUL | |||||||||||
| 3620 PHILLIPS PARKWAY | ST LOUIS PARK | MN | 55426 | 300256100 | INACTIVE SHELL COMPANY | MN | 501(C)(3) | 9 | SHOLOM COMMUNITY ALLIANCE | Yes (1) | |
| SHOLOM ST PAUL SENIOR HOUSING INC | |||||||||||
| 760 PERLMAN STREET | ST PAUL | MN | 55102 | 204844785 | LOW INCOME HOUSING | MN | 501(C)(3) | 9 | SHOLOM COMMUNITY ALLIANCE | Yes (1) | |
| SHOLOM FOUNDATION | |||||||||||
| 3610 PHILLIPS PARKWAY | ST LOUIS PARK | MN | 55426 | 363411361 | SUPPORT AFFILIATES THROUGH FUNDRAISING | MN | 501(C)(3) | 7 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SHOLOM HOME EAST INC | ||
| L | $1,699,878 | PERCENT OF REVENUES |
| SHOLOM HOME WEST INC | ||
| L | $1,377,015 | PERCENT OF REVENUES |
| COMMUNITY HOUSING & SERVICE CORPORATION | ||
| L | $354,711 | PERCENT OF REVENUES |
| SHOLOM COMMUNITY ALLIANCE HOME HEALTHCARE | ||
| L | $727,026 | PERCENT OF REVENUES |
| MENORAH PLAZA HOUSING CORPORATION | ||
| L | $98,153 | PERCENT OF REVENUES |