2015-07-15T10:05:22-05:00 2014-09-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2013-10-01 411837022 SHOLOM COMMUNITY ALLIANCE SHOL 9529356311 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 MICHAEL HANSON CFO/COO 9529356311 2015-07-01 1 KACIE MCEWEN P01599614 6123764500 2013 2016-02-25 16:41:14Z MARK FREEMAN 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 9030680 0 X WWW.SHOLOM.COM X 1995 MN SHOLOM COMMUNITY ALLIANCE SUPPORTS RELATED ENTITIES IN PROVIDING CARE FOR THE ELDERLY. 24 24 43 27 0 0 376574 380465 8219100 8509831 35082 23770 176920 116614 8807676 9030680 0 2967 0 0 3437071 3592119 0 0 0 6289793 6399806 9726864 9994892 -919188 -964212 19458223 18391468 13353502 14088181 6104721 4303287 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 2342410 0 4476120 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. 1795342 2967 4033711 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. 4137752 1 1 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 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 43 1 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X MICHAEL HANSON 9529391600 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 MARK FREEMAN PRESIDENT 1.00 7.00 X X 0 0 0 BARRY NEWMAN IMMEDIATE PAST PRESIDENT 1.00 5.00 X X 0 0 0 POLLY SAXON VICE PRESIDENT 1.00 5.00 X X 0 0 0 JOHN MACDONALD VICE PRESIDENT 1.00 7.00 X X 0 0 0 STEVE BRAND VICE PRESIDENT 1.00 6.00 X X 0 0 0 BILL GOTLIEB VICE PRESIDENT 1.00 5.00 X X 0 0 0 JERRY RUDICK TREASURER 1.00 6.00 X X 0 0 0 MARGIE SOLOMON SECRETARY 1.00 4.00 X X 0 0 0 WENDY BALDINGER DIRECTOR (ROTATED OFF JULY 2014) 1.00 5.00 X 0 0 0 NEIL BORENSTEIN DIRECTOR 1.00 4.00 X 0 0 0 ALLEN FREEMAN DIRECTOR 1.00 8.00 X 0 0 0 BILL HORNE 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 LORI KAMIN DIRECTOR (ROTATED OFF JULY 2014) 1.00 4.00 X 0 0 0 PHYLLIS KARASOV DIRECTOR 1.00 4.00 X 0 0 0 BECCA KVASNIK DIRECTOR 1.00 5.00 X 0 0 0 BRIAN KRISKO DIRECTOR 1.00 4.00 X 0 0 0 NANCY LANE DIRECTOR 1.00 4.00 X 0 0 0 JONATHAN PARRITZ DIRECTOR 1.00 4.00 X 0 0 0 SHAWN ROCKLER DIRECTOR (ROTATED OFF JULY 2014) 1.00 4.00 X 0 0 0 PAUL ROSS DIRECTOR 1.00 4.00 X 0 0 0 MIKE SAXON DIRECTOR 1.00 5.00 X 0 0 0 SCOTT SEILER DIRECTOR 1.00 4.00 X 0 0 0 MICHAEL SHIELDS DIRECTOR 1.00 4.00 X 0 0 0 JULIE SWILER DIRECTOR 1.00 4.00 X 0 0 0 BEN LAUB CEO 5.00 35.00 X 272690 0 4084 MICHAEL HANSON COO/CFO 5.00 35.00 X 232695 0 1082 TODD WILLETT CONTROLLER 40.00 X 111290 0 4954 JULIE TRYGSTAD HR DIRECTOR 40.00 X 125279 0 697 741954 0 10817 4 0 1 0 IMPACT GROUP 3435 LABORE RD ST PAUL MN 55110 IT SUPPORT SERVICES 338159 ADP INC PO BOX 842875 BOSTON MA 02284 PAYROLL SERVICES 279505 CLIFTONLARSONALLEN 220 SOUTH SIXTH ST SUITE 300 MINNEAPOLIS MN 55402 AUDIT/TAX SERVICES 140095 INTEGRA TELECOM OF MINNESOTA 18110 SE 34TH BLDG ONE SUITE 100 VANCOUVER WA 98683 COMMUNICATIONS/NETWORKING SERVICES 104146 4 218179 162286 380465 MANAGEMENT FEE REVENUE 541610 4476120 4476120 PROGRAM SERVICE 623000 4033711 4033711 8509831 12764 12764 40236 0 40236 40236 40236 11006 0 11006 11006 11006 MEALS 623000 44558 44558 BEAUTY SHOP 623000 28620 28620 MISCELLANEOUS 623000 2531 2531 669 669 76378 9030680 8509831 0 140384 2967 2967 560101 560101 2621670 650891 1970779 10982 377 10605 173428 32166 141262 225938 10912 215026 112905 112905 143342 143342 702337 45232 657105 189883 176 189707 2562677 1833962 728715 640172 640172 177291 166249 11042 38080 4005 34075 32235 32235 642778 619221 23557 574809 425103 149706 109138 30594 78544 FOOD 207379 207379 MISCELLANEOUS EXPENSES 198132 52750 145382 EQUIP/MAINT/REPAIR 35919 27779 8140 BEAUTY SHOP SERVICES 24989 24989 7740 3000 4740 9994892 4137752 5857140 0 119183 292278 950374 371165 21930 49182 244444 180837 17665425 6384151 11516073 11281274 124690 159409 5011997 4164432 251829 242781 1217703 1650110 19458223 18391468 674787 780218 2571 2402 11310000 11140000 65838 70814 116904 87982 1183402 2006765 13353502 14088181 X 991042 27482 268275 555580 4845404 3720225 6104721 4303287 19458223 18391468 X -964212 10088 -847310 X 0 1 X 1 0 X X X X 0 0 0 SHOLOM HOME EAST INC 410695462 9 1 1 1 2223736 SHOLOM HOME WEST INC 363570759 9 1 1 1 1801377 COMMUNITY HOUSING & SERVICE CORP 410982770 9 1 1 1 464024 KNOLLWOOD COMMUNITY HOUSING & SERVICES 411518579 9 1 1 1 37032 MENORAH PLAZA HOUSING CORPORATION 363512438 9 1 1 1 128401 SCA HOME HEALTH CARE 010628051 9 1 1 1 951077 SHOLOM ST PAUL SENIOR HOUSING 204844785 9 1 1 1 26366 SHOLOM FOUNDATION 363411361 7 1 1 1 26164 8 5658177 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 982027 982027 13737903 4133299 9604604 2811926 2250852 561074 133569 133569 11281274 INTEREST IN NET ASSETS OF AFFILIATE FOUNDATION 4164432 F 4164432 DUE FROM AFFILIATES 1051454 RESIDENT TRUST FUND 2882 TENANT SECURITY DEPOSITS 70002 DEBT SERVICE RESERVE FUND 437028 BOND INTEREST FUND 53442 BOND PRINCIPAL FUND 35302 1650110 DUE TO AFFILIATES 2006765 2006765 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)(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. X X X X X 0 0 0 0 0 0 0 0 0 BEN LAUB CEO 254553 0 0 0 18137 0 0 0 4084 0 276774 0 0 0 MICHAEL HANSON COO/CFO 216427 0 0 0 16268 0 0 0 1082 0 233777 0 0 0 A CITY OF ST LOUIS PARK SERIES 2006 REVENUE BONDS 416005519 85230FBK4 2006-08-01 12300000 USED FOR SERIES 2001 REVENUE BOND RETIREMENT 0 0 0 A 1160000 12300000 437028 296837 11599805 2002 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF ST. LOUIS PARK SERIES 2006 REVENUE BONDS DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2011 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. SHOLOM COMMUNITY ALLIANCE LLC 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 412007919 ASSISTED LIVING FACILITY MN 4247772 14478479 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) 9 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) 9 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) 9 SHOLOM COMMUNITY ALLIANCE 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 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 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 1 SHOLOM ST PAUL 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 300256100 INACTIVE SHELL COMPANY MN 501(C)(3) 9 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) 9 SHOLOM COMMUNITY ALLIANCE 1 SHOLOM FOUNDATION 3610 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 363411361 SUPPORT AFFILIATES THROUGH FUNDRAISING MN 501(C)(3) 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 SHOLOM HOME EAST INC L 1699878 PERCENT OF REVENUES SHOLOM HOME WEST INC L 1377015 PERCENT OF REVENUES COMMUNITY HOUSING & SERVICE CORPORATION L 354711 PERCENT OF REVENUES SHOLOM COMMUNITY ALLIANCE HOME HEALTHCARE L 727026 PERCENT OF REVENUES MENORAH PLAZA HOUSING CORPORATION L 98153 PERCENT OF REVENUES