SHOLOM COMMUNITY ALLIANCE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SHOLOM COMMUNITY ALLIANCE (EIN 41-1837022)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-13
- IRS object ID
- 201232269349301133
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-08-13T10:17:53-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411837022 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOLOM COMMUNITY ALLIANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHOL | NameControl |
| Phone | 9529356311 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL HANSON | Name |
| Title | CFO | Title |
| Phone | 9529356311 | Phone |
| Date Signed | 2012-08-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARRYN MCGARVEY | Name |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BARRY NEWMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 8963182 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SHOLOM.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | SHOLOM COMMUNITY ALLIANCE SUPPORTS RELATED ENTITIES IN PROVIDING CARE FOR THE ELDERLY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 87 | TotalNbrEmployees |
| Total Nbr Volunteers | 38 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 188801 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 510417 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8388269 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8253293 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 35247 | InvestmentIncomePriorYear |
| Investment Income Current Year | 39574 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 192373 | OtherRevenuePriorYear |
| Other Revenue Current Year | 159898 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8804690 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8963182 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3471 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2838942 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2905534 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5821469 | OtherExpensePriorYear |
| Other Expenses Current Year | 5849484 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8660411 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8758489 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 144279 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 204693 | RevenuesLessExpensesCY |
| Total Assets BOY | 20492075 | TotalAssetsBOY |
| Total Assets EOY | 20242743 | TotalAssetsEOY |
| Total Liabilities BOY | 13853177 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13718489 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6638898 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6524254 | NetAssetsOrFundBalancesEOY |
| Mission Description | SHOLOM COMMUNITY ALLIANCE SUPPORTS THE EFFORTS OF RELATED ENTITIES THAT PROVIDE NURSING HOME, HOUSING AND COMMUNITY-BASED SERVICES PRIMARILY TO THE ELDERLY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1953280 | Expense |
| Grants | 0 | Grants |
| Revenue | 4095830 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1924371 | Expense |
| Grants | 0 | Grants |
| Revenue | 4157463 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3877651 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 87 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL LARSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9529391640 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| BARRY NEWMAN | ||||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| STEVE BRAND | ||||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| POLLY SAXON | ||||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| MARK FREEMAN | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| JEFF RINGER | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| WENDY BALDINGER | ||||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| ALLEN FREEMAN | ||||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| NEIL BORENSTEIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TOM FEINBERG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NANCY GETZKIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JON GORDON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BILL GOTLIEB | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RONALD HARRIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LORI KAMIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SANDY KAMIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PHYLLIS KARASOV | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JULIE KOZBERG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LISA LANE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD LEVEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN MACDONALD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SHAWN ROCKLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PAUL ROSS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JERRY RUDICK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT SEILER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHUCK SELCER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARRY SHEAR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARGIE SOLOMON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JULIE SWILER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL HANSON | ||||||||
| CFO | 40.00 | X | 156838 | 0 | 8224 | |||
| JEFF BRADT | ||||||||
| DIRECTOR OF HR | 40.00 | 101526 | 0 | 9025 | X | |||
| BRUCE KAHN | ||||||||
| CEO | 40.00 | 289385 | 0 | 2593 | X | |||
| MICHAEL KLEIN | ||||||||
| COO | 40.00 | 0 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 547749 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19842 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BRIGGS & MORGAN | |||||
| 80 S 8TH ST 2200 | MINNEAPOLIS | MN | 55402 | LEGAL | 151148 |
| CLIFTONLARSONALLEN | |||||
| 220 S 6TH ST 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING | 121732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 283098 | RelatedOrganizations |
| All Other Contributions | 227319 | AllOtherContributions |
| Total Contributions | 510417 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| PROGRAM SERVICE | 623000 | 4157463 | 4157463 | |
| MANAGEMENT FEE REVENUE | 541610 | 4095830 | $4,095,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8253293 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39155 | TotalRevenueColumn |
| Exclusion | $39,155 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 40236 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 40236 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40236 | TotalRevenueColumn |
| Exclusion | $40,236 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 419 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 419 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 419 | TotalRevenueColumn |
| Exclusion | $419 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MEALS | 623000 | 78191 | $78,191 |
| BEAUTY SHOP | 623000 | 38213 | $38,213 |
| DAMAGE/CLEANING FEES | 623000 | 2544 | $2,544 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 714 | TotalRevenueColumn |
| Exclusion | $714 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 119662 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8963182 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4157463 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,295,302 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3471 | Total |
| Program Services | 3471 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550216 | Total |
| Management And General | 550216 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1969796 | Total |
| Program Services | 479386 | ProgramServices |
| Management And General | 1490410 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16639 | Total |
| Program Services | 667 | ProgramServices |
| Management And General | 15972 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148442 | Total |
| Program Services | 7902 | ProgramServices |
| Management And General | 140540 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220441 | Total |
| Program Services | 9668 | ProgramServices |
| Management And General | 210773 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115321 | Total |
| Management And General | 115321 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121732 | Total |
| Management And General | 121732 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 533068 | Total |
| Program Services | 24677 | ProgramServices |
| Management And General | 508391 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136347 | Total |
| Management And General | 136347 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2289205 | Total |
| Program Services | 1687382 | ProgramServices |
| Management And General | 601823 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430830 | Total |
| Management And General | 430830 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 806555 | Total |
| Program Services | 788744 | ProgramServices |
| Management And General | 17811 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21413 | Total |
| Program Services | 174 | ProgramServices |
| Management And General | 21239 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19170 | Total |
| Management And General | 19170 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21049 | Total |
| Program Services | 477 | ProgramServices |
| Management And General | 20572 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570723 | Total |
| Program Services | 473958 | ProgramServices |
| Management And General | 96765 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139993 | Total |
| Program Services | 65108 | ProgramServices |
| Management And General | 74885 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 257768 | 257768 | |
| EQUIP/MAINT/REPAIR | 235526 | 17383 | 218143 |
| BEAUTY SHOP SERVICES | 33380 | 33380 | |
| TRAINING | 19316 | 2506 | 16810 |
| DIETARY | 8373 | 1471 | 6902 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89715 | Total |
| Program Services | 23529 | ProgramServices |
| Management And General | 66186 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8758489 | Total |
| Program Services | 3877651 | ProgramServices |
| Management And General | 4880838 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370544 | BOY |
| EOY | 234086 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 822670 | BOY |
| EOY | 1384745 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70702 | BOY |
| EOY | 47761 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11294 | BOY |
| EOY | 8625 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196395 | BOY |
| EOY | 294615 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16861958 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4670189 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12336908 | BOY |
| EOY | 12191769 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80508 | BOY |
| EOY | 39714 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4387558 | BOY |
| EOY | 4073703 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278972 | BOY |
| EOY | 269924 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1936524 | BOY |
| EOY | 1697801 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20492075 | BOY |
| EOY | 20242743 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1191279 | BOY |
| EOY | 1021873 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13801 | BOY |
| EOY | 4559 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11775000 | BOY |
| EOY | 11625000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74987 | BOY |
| EOY | 71538 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10620 | BOY |
| EOY | 110356 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 787490 | BOY |
| EOY | 885163 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13853177 | BOY |
| EOY | 13718489 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2193839 | BOY |
| EOY | 2344053 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235995 | BOY |
| EOY | 197649 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4209064 | BOY |
| EOY | 3982552 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6638898 | BOY |
| EOY | 6524254 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20492075 | BOY |
| EOY | 20242743 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 204693 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -319337 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (9 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| SHOLOM HOME EAST INC | |||||
| 410695462 | 9 | 1 | 1 | 1 | $1,551,148 |
| SHOLOM HOME WEST INC | |||||
| 363570759 | 9 | 1 | 1 | 1 | $1,790,882 |
| COMMUNITY HOUSING & SERVICE | |||||
| 410982770 | 9 | 1 | 1 | 1 | $322,507 |
| KNOLLWOOD COMMUNITY HOUSING | |||||
| 411518579 | 9 | 1 | 1 | 1 | $26,386 |
| MENORAH PLAZA HOUSING | |||||
| 363512438 | 9 | 1 | 1 | 1 | $89,564 |
| SCA HOME HEALTH CARE | |||||
| 010628051 | 9 | 1 | 1 | 1 | $750,554 |
| SHOLOM ST PAUL SENIOR HOUSING | |||||
| 204844785 | 9 | 1 | 1 | 1 | $16,093 |
| SHOLOM FOUNDATION | |||||
| 363411361 | 7 | 1 | 1 | 1 | $87,460 |
| SHOLOM ST PAUL | |||||
| 300256100 | 9 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 9 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 4634594 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 982027 | OtherCostOrOtherBasis |
| Book Value | 982027 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13583316 | OtherCostOrOtherBasis |
| Depreciation | 3000558 | Depreciation |
| Book Value | 10582758 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2182292 | OtherCostOrOtherBasis |
| Depreciation | 1669631 | Depreciation |
| Book Value | 512661 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 114323 | OtherCostOrOtherBasis |
| Book Value | 114323 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12191769 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST IN NET ASSETS OF AFFILIATE FOUNDATION | Description |
| Book Value | 4073703 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 4073703 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 1120658 |
| RESIDENT TRUST FUND | 2170 |
| TENANT SECURITY DEPOSITS | 74887 |
| DEBT SERVICE RESERVE FUND | 431252 |
| ISSUANCE EXPENSE FUND | 484 |
| BOND INTEREST FUND | 54242 |
| BOND PRINCIPAL FUND | 14108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1697801 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $135,163 |
| NOTE PAYABLE TO AFFILIATES | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 885163 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: | THE CORPORATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CORPORATION'S ANNUAL TAX FILINGS ARE SUBJECT TO REVIEW BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE CORPORATION 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 2008, 2009, AND 2010 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL OR STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL HANSON | |||||||||||||
| 155903 | 0 | 0 | 0 | 935 | 0 | 0 | 0 | 8224 | 0 | 165062 | 0 | 0 | 0 |
| BRUCE KAHN | |||||||||||||
| 245155 | 0 | 22000 | 0 | 22230 | 0 | 2363 | 0 | 230 | 0 | 291978 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINES 4A-B | ReturnReference |
| Explanation | THE COMPENSATION PAID TO BRUCE KAHN DURING FY 2011 REPRESENTS SEVERANCE PAY FOR EMPLOYMENT TERMINATED IN DECEMBER 2009. BRUCE KAHN - 457(F) DEFERRED COMPENSATION PLAN - $22,000 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
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) |
|---|---|---|
| Issuer EIN | 416005519 | IssuerEIN |
| CUSIP Number | 85230FBK4 | CUSIPNumber |
| Date Issued | 2006-08-01 | DateIssued |
| Issue Price | 12300000 | IssuePrice |
| Description Of Purpose | USED FOR SERIES 2001 REVENUE BOND RETIREMENT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 675000 | AmountRetired |
| Total Proceeds | 12300000 | TotalProceeds |
| Amount In Reserve Fund | 403358 | AmountInReserveFund |
| Refunding Escrow | 11599805 | RefundingEscrow |
| Issuance Costs From Proceeds | 296837 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2002 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ALLEN FREEMAN & MARK FREEMAN - FAMILY RELATIONSHIP ALLEN FREEMAN & NANCY GETZKIN - FAMILY RELATIONSHIP ALLEN FREEMAN & NEIL BORENSTEIN - FAMILY RELATIONSHIP MARK FREEMAN & NANCY GETZKIN - FAMILY RELATIONSHIP MARK FREEMAN & NEIL BORENSTEIN - FAMILY RELATIONSHIP NEIL BORENSTEIN & NANCY GETZKIN - FAMILY RELATIONSHIP LORI KAMIN & SANDY KAMIN - FAMILY RELATIONSHIP LISA LANE & POLLY SAXON - FAMILY RELATIONSHIP | |
| FORM 990, PART VI, SECTION A, LINE 4 | SHOLOM COMMUNITY ALLIANCE'S BOARD OF DIRECTORS MAY NOW DELEGATE THE REVIEW OF COMPENSATION AND BENEFITS OF THE OFFICERS OF THE ORGANIZATION TO BE PERFORMED BY A COMMITTEE OF THE BOARD OF DIRECTORS. | |
| 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 PRIOR TO SIGNING. | |
| 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 12C | |
| CORPORATE DIRECTOR OF HR ESTABLISHES COMPENSATION RANGES BASED ON LOCAL AND NATIONAL SALARY SURVEY DATA AS WELL AS RESEARCH PERFORMED BY AN OUTSIDE FIRM. THE CEO, COO, AND CFO COMPENSATION IS THEN REVIEWED AND SET BY A COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS BEFORE APPROVAL THROUGH THE BOARD'S GOVERNANCE PROCESS. LAST COMPLETED IN 2011. | FORM 990, PART VI, SECTION B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -5,482. CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION -313,855. TOTAL TO FORM 990, PART XI, LINE 5: -319,337. | FORM 990, PART XI, LINE 5: |
| ALLOCATION OF TIME BETWEEN RELATED ORGANIZATIONS | THE CFO, MICHAEL HANSON, SERVES AS AN OFFICER FOR SHOLOM COMMUNITY ALLIANCE AND ITS RELATED TAX EXEMPT ORGANIZATIONS. FOR A LIST OF THESE ORGANIZATIONS PLEASE REFER TO FORM 990, SCHEDULE R, PART II. MICHAEL SPENDS APPROXIMATELY THE SAME AMOUNT OF TIME SERVING EACH OF THE RELATED ORGANIZATIONS, FOR A TOTAL OF 40 HOURS PER WEEK. THE BOARD MEMBERS NEIL BORENSTEIN, TOM FEINBERG, RONALD HARRIS, LORI KAMIN, SANDY KAMIN, PHYLLIS KARASOV, JULIE KOZBERG, LISA LANE, RICHARD LEVEY, SHAWN ROCKLER, PAUL ROSS, SCOTT SEILER, BARRY SHEAR, MARGIE SOLOMON, AND JULIE SWILER SERVE AS BOARD MEMBERS FOR SHOLOM COMMUNITY ALLIANCE, SHOLOM HOME EAST, SHOLOM HOME WEST, COMMUNITY HOUSING AND SERVICE CORPORATION,AND SHOLOM COMMUNITY ALLIANCE HOME HEALTHCARE. THE BOARD MEMBERS BARRY NEWMAN, STEVE BRAND, MARK FREEMAN, JEFF RINGER, WENDY BALDINGER, AND NANCY GETZKIN SERVE AS BOARD MEMBERS FOR SHOLOM COMMUNITY ALLIANCE, SHOLOM HOME EAST, SHOLOM HOME WEST, COMMUNITY HOUSING AND SERVICE CORPORATION, SHOLOM COMMUNITY ALLIANCE HOME HEALTHCARE, SHOLOM ST. PAUL SENIOR HOUSING, AND SHOLOM FOUNDATION. THE BOARD MEMBERS ALLEN FREEMAN AND JON GORDON, SERVE AS BOARD MEMBERS FOR SHOLOM COMMUNITY ALLIANCE, SHOLOM HOME EAST, SHOLOM HOME WEST, COMMUNITY HOUSING AND SERVICE CORPORATION, SHOLOM COMMUNITY ALLIANCE HOME HEALTHCARE, KNOLLWOOD COMMUNITY HOUSING CORPORATION, MENORAH PLAZA APARTMENTS, SHOLOM ST. PAUL SENIOR HOUSING, AND SHOLOM FOUNDATION. THE BOARD MEMBERS POLLY SAXON, BILL GOTLIEB, AND JERRY RUDICK SERVE AS BOARD MEMBERS FOR SHOLOM COMMUNITY ALLIANCE, SHOLOM HOME EAST, SHOLOM HOME WEST, COMMUNITY HOUSING AND SERVICE CORPORATION, SHOLOM COMMUNITY ALLIANCE HOME HEALTHCARE, AND SHOLOM ST. PAUL SENIOR HOUSING. JOHN MACDONALD SERVES AS A BOARD MEMBER FOR SHOLOM COMMUNITY ALLIANCE, SHOLOM HOME EAST, SHOLOM HOME WEST, COMMUNITY HOUSING AND SERVICE CORPORATION, SHOLOM COMMUNITY ALLIANCE HOME HEALTHCARE, KNOLLWOOD COMMUNITY HOUSING CORPORATION, AND MENORAH PLAZA APARTMENTS. CHUCK SELCER SERVES AS A BOARD MEMBER FOR SHOLOM COMMUNITY ALLIANCE, SHOLOM HOME EAST, SHOLOM HOME WEST, COMMUNITY HOUSING AND SERVICE CORPORATION, SHOLOM COMMUNITY ALLIANCE HOME HEALTHCARE, AND SHOLOM FOUNDATION. | FORM 990, PART VII, SECTION A |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOLOM COMMUNITY ALLIANCE LLC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Total Income | 4452767 | TotalIncome |
| EOY Assets | 15476450 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOLOM COMMUNITY ALLIANCE | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | SHOLOM COMMUNITY ALLIANCE | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SHOLOM HOME EAST INC | ||
| K | 1370064 | PERCENT OF REVENUES |
| SHOLOM HOME WEST INC | ||
| K | 1581811 | PERCENT OF REVENUES |
| COMMUNITY HOUSING & SERVICE CORPORATION | ||
| K | 284857 | PERCENT OF REVENUES |
| SHOLOM COMMUNITY ALLIANCE HOME HEATHCARE | ||
| K | 662933 | PERCENT OF REVENUES |
| MENORAH PLAZA HOUSING CORPORATION | ||
| K | 79108 | PERCENT OF REVENUES |
| SHOLOM FOUNDATION | ||
| K | 77250 | PERCENT OF REVENUES |
| SHOLOM FOUNDATION | ||
| C | 174273 | CASH |
| SHOLOM FOUNDATION | ||
| E | 750000 | CASH |
| SHOLOM HOME EAST INC | ||
| C | 48253 | CASH |
| SHOLOM HOME WEST INC | ||
| C | 34763 | CASH |
| SCA LLC | ||
| K | 216726 | PERCENT OF REVENUES |