2023-05-15T14:38:44-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2021-07-01 432080719 PEARLSTONE CONFERENCE & RETREAT CENTER INC PEAR 4105005417 5425 MOUNT GILEAD ROAD REISTERTOWN MD 21136 JEREMY JAKIR K MANELA CHIEF EXECUTIVE OFFICER 4105005417 2023-05-12 1 JEREMY JAKIR K MANELA 999009999 LAUREN N WEST P01970042 2156433900 2023-05-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PEARLSTONE CENTER JEREMY JAKIR K MANELA 5425 MOUNT GILEAD ROAD REISTERTOWN MD 21136 11194055 0 X WWW.PEARLSTONECENTER.ORG X 2005 MD TO IGNITE JEWISH PASSION & INSPIRE VIBRANT JEWISH LIFE THROUGH OUR RETREAT CENTER & PROGRAMS. 20 20 78 35 0 0 3958075 8865570 1110430 2001222 0 12 52322 327251 5120827 11194055 0 0 0 0 2123375 2979439 0 0 164382 1767572 2572204 3890947 5551643 1229880 5642412 8808183 17923169 2156377 5627216 6651806 12295953 TO IGNITE JEWISH PASSION AND INSPIRE VIBRANT JEWISH LIFE THROUGH OUR RETREAT CENTER, FARM AND PROGRAMS. PEARLSTONE HAS A SIGNIFICANT FOCUS ON JEWISH ENVIRONMENTAL EDUCATION AND SUSTAINABILITY EFFORTS. 0 0 1594003 0 1357829 JEWISH RETREATS, AND OTHER MISSION-DRIVEN CONFERENCES, WORKSHOPS, MEETINGS, AND COURSES: OUR GOAL IS TO PROVIDE AN AFFORDABLE, WARM, AND WELCOMING ENVIRONMENT FOR NON-PROFIT JEWISH, FAITH-BASED, AND SECULAR ORGANIZATIONS IN ORDER TO HELP THEM ACCOMPLISH THEIR EDUCATIONAL, RELIGIOUS AND/OR COMMUNITY-BUILDING GOALS. THERE IS A FEE FOR OUR SERVICE. WE PROVIDE MEALS, LODGING, MEETING SPACE AND MATERIALS AND PROGRAMMING HELP. PRIOR TO COVID, WE SERVED OVER 20,000 GUESTS A YEAR. ONCE PAST THE LINGERING IMPACT OF COVID, WE ARE POISED TO SIGNIFICANTLY INCREASE THE GUESTS WE ARE ABLE TO WELCOME ONTO OUR CAMPUS EACH YEAR. WE ARE OPEN 365 DAYS A YEAR. 2668016 0 387299 THE FARM: JUDAISM HAS ITS ROOTS IN AN ANCIENT AGRARIAN SOCIETY AND MANY OF THE VALUES AND HOLIDAYS EVOLVED FROM THAT FOUNDATION. THE FARM IS AN INVALUABLE TEACHING TOOL TO DEMONSTRATE THE CONNECTIONS BETWEEN JUDAISM AND THE ENVIRONMENT, SOCIAL AND FOOD JUSTICE, AND CALENDAR-RELATED FESTIVALS. CHILDREN AND STUDENTS OF ALL AGES COME TO THE FARM TO LEARN HOW TO BE RESPONSIBLE STEWARDS OF THE EARTH AND HOW THE WAY THEY CONDUCT THEIR DAILY LIVES IMPACTS OUR PLANET. WE HAVE APPROXIMATELY 6,000 VISITORS TO THE FARM EACH YEAR. 143784 0 256094 PASSOVER: EACH YEAR WE HOLD A SPECIAL PASSOVER PROGRAM THAT RUNS FOR 10 DAYS. MANY OF OUR GUESTS ARE ELDERLY AND CAN NO LONGER DO ALL THE COOKING AND CLEANING THE HOLIDAY REQUIRES. WE PROVIDE THE RELIGIOUS SERVICE, THE SEDARS, MANY CLASSES AND FAMILY PROGRAMMING. 4405803 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 113 0 78 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X JEREMY (JAKIR) K MANELA 4105005417 5425 MT GILEAD ROAD REISTERSTOWN MD 21136 EMILE BENDIT CHAIR 2.00 X X 0 0 0 RACHEL SIEGAL VICE CHAIR THROUGH JAN 2022 2.00 X X 0 0 0 BECKY BRENNER TREASURER 2.00 X X 0 0 0 KEN SCHWARTZ SECRETARY 2.00 X X 0 0 0 AARON MAX IMMEDIATE PAST CHAIR 2.00 X 0 0 0 ELI SCHLOSSBERG MEMBER AT LARGE 2.00 X 0 0 0 LIZ MINKIN-FRIEDMAN GOVERANCE COMM CHAIR 2.00 X 0 0 0 SARALYN ELKIN PROGRAM COMM CHAIR 2.00 X 0 0 0 ALYSON FRIEDMAN TRUSTEE 2.00 X 0 0 0 ANNA KRIEGER KLEIN TRUSTEE 2.00 X 0 0 0 BATSHEVA MESSING TRUSTEE 2.00 X 0 0 0 BRETT COHEN TRUSTEE 2.00 X 0 0 0 DAVID PLATT TRUSTEE 2.00 X 0 0 0 DANA STEIN TRUSTEE 2.00 X 0 0 0 HARRIETTE WIMMS TRUSTEE 2.00 X 0 0 0 HEIDI HILLER TRUSTEE 2.00 X 0 0 0 HENRIETTE TAYLOR TRUSTEE 2.00 X 0 0 0 JASON RUBENSTEIN TRUSTEE 2.00 X 0 0 0 LEETE GARTEN TRUSTEE 2.00 X 0 0 0 RABBI ELISSA SACHS-KOHEN TRUSTEE 2.00 X 0 0 0 ROB FRIER TRUSTEE 2.00 X 0 0 0 STEPHANIE BARON TRUSTEE 2.00 X 0 0 0 TODD TILSON TRUSTEE 2.00 X 0 0 0 WENDY BRONFEIN TRUSTEE 2.00 X 0 0 0 RICK TROSCH TRUSTEE THROUGH JULY 2021 2.00 X 0 0 0 JEREMY JAKIR K MANELA CEO 37.50 X 211557 0 3499 CLAUDIA FATH DIRECTOR OF FINANCE 37.50 X 69570 0 8098 281127 0 11597 2 0 1 0 CHESAPEAKE CONTRACTING GROUP INC 10065 RED RUN BLVD 230 OWINGS MILLS MD 21117 GENERAL CONTRACTOR FOR RETREAT ADDITION 877882 ECOTONE INC 129 INDUSTRY LAND FOREST HILL MD 21050 CONTRACTOR FOR STREAM RESTORATION 745864 GORDIAN ENERGY SYSTEMS 3915 COOLIDGE AVENUE BALTIMORE MD 21229 INSTALLATION OF SOLAR PANELS ON RETREAT 107353 3 656019 8209551 8865570 RETREAT REVENUE 900099 2001222 2001222 2001222 12 12 19720 0 19720 19720 19720 MISCELLANEOUS 900099 307531 307531 307531 11194055 2001222 0 327263 344970 272167 52568 20235 2128122 1755206 293889 79027 53526 44194 7373 1959 269717 221428 37657 10632 183104 150145 25635 7324 73802 73802 109774 109774 300727 212609 87806 312 46043 24403 20719 921 109255 100515 7648 1092 76350 61080 12216 3054 807496 646584 141586 19326 21026 17241 2944 841 27276 19093 8183 22558 22558 427615 348584 62681 16350 67080 54682 9833 2565 FOOD SERVICE EXPENSES 215604 215604 FARM AND PROGRAM EXPENS 161983 161983 EMPLOYEE EXPENSES 45347 45347 60268 54938 4586 744 5551643 4405803 981458 164382 2320585 3084705 739449 3615786 385937 255836 1216 0 12318065 1351223 5297470 10966842 63526 0 8808183 17923169 458037 1164445 635252 695448 468738 3763731 594350 0 0 3592 2156377 5627216 X 2188186 4301553 4463620 7994400 6651806 12295953 8808183 17923169 5642412 1735 0 X 0 1 X 1 0 X 2100462 3696818 3620379 3958075 8865570 22241304 2100462 3696818 3620379 3958075 8865570 22241304 478205 21763099 165 82 39614 19075 19732 78668 16411 49311 11209 33247 307531 417709 22737681 11602219 0.95710 0.96930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 460292 460292 956819 124332 832487 3407184 367590 3039594 1528855 859301 669554 5964915 5964915 10966842 DUE TO THE ASSOCIATED 3592 3592 11195790 1735 1735 11194055 0 11194055 5551643 0 5551643 0 5551643 X 1 0 X 0 0 0 0 0 0 0 0 0 JEREMY JAKIR K MANELA CEO 193757 0 11800 0 6000 0 2615 0 884 0 215056 0 0 0 PART I, LINE 1A THE CEO RECEIVED HEALTH OR SOCIAL CLUB DUES DURING THE TAX YEAR. THE BENEFIT WAS TREATED AS TAXABLE TO THE INDIVIDUAL. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, TREASURER, SECRETARY, AND CHAIRS OF ANY STANDING COMMITTEES. ADDITIONAL PERSONS MAY BE NAMED TO THE EXECUTIVE COMMITTEE AT THE DISCRETION OF THE PRESIDENT. THE EXECUTIVE COMMITTEE SHALL ADVISE THE EXECUTIVE DIRECTOR ON ALL OPERATING ISSUES, DEVELOP RECOMMENDATIONS WITH RESPECT TO VARIOUS MATTERS PERTAINING TO THE AAIRS OF THE CORPORATION AND REPORT SUCH RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR ACTION. ANY OPERATIONAL ISSUES THAT ARISE OUTSIDE OF THOSE PREVIOUSLY AGREED UPON SHALL BE REPORTED TO THE EXECUTIVE COMMITTEE BY THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT FOR THE BOARD IN THE REVIEW AND APPROVAL OF THE ANNUAL AUDIT AND TAX RETURN. THE MEMBERS OF THE BOARD WILL HAVE ACCESS TO BOTH DOCUMENTS PRIOR TO AND AFTER APPROVAL. SUCH DELEGATION SHALL CONTINUE YEAR-TO-YEAR UNTIL REVOKED BY A VOTE OF THE BOARD. IN INSTANCES WHERE SPECIAL CIRCUMSTANCES REQUIRE EXPEDITIOUS ACTION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TAKE THE NECESSARY ACTIONS, SUBJECT TO ANY PRIOR LIMITATION IMPOSED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT 990 REPORT WILL BE SHARED WITH AND APPROVED BY THE FINANCE COMMITTEE. FOLLOWING FINANCE COMMITTEE APPROVAL, THE 990 WILL BE SHARED WITH THE ENTIRE PEARLSTONE BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT SHALL BE FURNISHED ANNUALLY TO EACH MEMBER OF THE PEARLSTONE BOARD AND COMMITTEES, AND EMPLOYEES IN A POSITION TO INFLUENCE OR VOTE ON PEARLSTONE POLICY OR EXPENDITURES ("KEY INDIVIDUALS"). WITH RESPECT TO ANY PROPOSED CONTRACT OR OTHER TRANSACTION BETWEEN PEARLSTONE AND ONE OR MORE KEY INDIVIDUALS, FAMILY MEMBERS, OR RELATED ENTITIES FOR AUTHORIZATION, APPROVAL OR RATIFICATION, THE FOLLOWING RULES SHALL APPLY: 1. FULL DISCLOSURE, IN WRITING, OF THE RELATIONSHIP OR INTEREST SHALL BE MADE BY THE KEY INDIVIDUAL TO THE BOARD PRESIDENT AND TO THE CHAIR OF ANY COMMITTEE ACTING ON THE CONTRACT OR TRANSACTION, PRIOR TO DISCUSSION OR ACTION ON SUCH CONTRACT TRANSACTION. STAFF MEMBERS SHALL DISCLOSE, IN WRITING, ANY POSSIBLE CONFLICT OF INTEREST FOR THEMSELVES OR THEIR IMMEDIATE FAMILIES TO THE EXECUTIVE DIRECTOR OF PEARLSTONE, 2. THE CONTRACT OR TRANSACTION SHALL BE CONSIDERED PROPERLY AUTHORIZED, APPROVED OR RATIFIED ONLY IF THERE IS A FAVORABLE VOTE OF A MAJORITY OF THE APPROPRIATE DECISION MAKING BODY OF PEARLSTONE PRESENT AND VOTING AT SUCH MEETING. THE PERSON HAVING A CONFLICT SHALL VACATE THE ROOM (IF REQUESTED) IN WHICH THE MATTER IS BEING VOTED UPON AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER, OTHER THAN TO BE AVAILABLE TO PRESENT FACTUAL INFORMATION OR RESPOND TO QUESTIONS, 3. THE KEY INDIVIDUAL WHO HAS SUCH A RELATIONSHIP OR INTEREST SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM FOR THE PURPOSE OF VOTING UPON THE CONTRACT OR TRANSACTION AT ANY MEETING, AND 4. THE MINUTES OF THE MEETING SHALL REFLECT THE CONFLICT DISCLOSURE WAS MADE, THE VOTE TAKEN AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION OF THE KEY INDIVIDUAL. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S SALARY IS DETERMINED BY THE PRESIDENT OF THE BOARD, IN CONSULTATION WITH THE LEADERSHIP OF THE ASSOCIATED: JCFB. ALL OTHER SALARIES ARE A MATTER OF MANAGEMENT DISCUSSION WITH STAFF AND SUPERVISORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).