2012-08-13T10:17:53-05:00 2011-09-30 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2010-10-01 411837022 SHOLOM COMMUNITY ALLIANCE SHOL 9529356311 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 MICHAEL HANSON 9529356311 2012-08-06 1 DARRYN MCGARVEY 6123764500 2010 2016-02-24 21:20:13Z BARRY NEWMAN 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 8963182 0 X WWW.SHOLOM.COM X 1995 MN SHOLOM COMMUNITY ALLIANCE SUPPORTS RELATED ENTITIES IN PROVIDING CARE FOR THE ELDERLY. 28 28 87 38 0 0 188801 510417 8388269 8253293 35247 39574 192373 159898 8804690 8963182 0 3471 0 0 2838942 2905534 0 0 0 5821469 5849484 8660411 8758489 144279 204693 20492075 20242743 13853177 13718489 6638898 6524254 SHOLOM COMMUNITY ALLIANCE SUPPORTS THE EFFORTS OF RELATED ENTITIES THAT PROVIDE NURSING HOME, HOUSING AND COMMUNITY-BASED SERVICES PRIMARILY TO THE ELDERLY. 0 0 1953280 0 4095830 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. 1924371 0 4157463 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. 3877651 1 1 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 23 0 1 87 1 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X JILL LARSON 9529391640 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 BARRY NEWMAN 1.00 X X 0 0 0 STEVE BRAND 1.00 X X 0 0 0 POLLY SAXON 1.00 X X 0 0 0 MARK FREEMAN 1.00 X X 0 0 0 JEFF RINGER 1.00 X X 0 0 0 WENDY BALDINGER 1.00 X X 0 0 0 ALLEN FREEMAN 1.00 X X 0 0 0 NEIL BORENSTEIN 1.00 X 0 0 0 TOM FEINBERG 1.00 X 0 0 0 NANCY GETZKIN 1.00 X 0 0 0 JON GORDON 1.00 X 0 0 0 BILL GOTLIEB 1.00 X 0 0 0 RONALD HARRIS 1.00 X 0 0 0 LORI KAMIN 1.00 X 0 0 0 SANDY KAMIN 1.00 X 0 0 0 PHYLLIS KARASOV 1.00 X 0 0 0 JULIE KOZBERG 1.00 X 0 0 0 LISA LANE 1.00 X 0 0 0 RICHARD LEVEY 1.00 X 0 0 0 JOHN MACDONALD 1.00 X 0 0 0 SHAWN ROCKLER 1.00 X 0 0 0 PAUL ROSS 1.00 X 0 0 0 JERRY RUDICK 1.00 X 0 0 0 SCOTT SEILER 1.00 X 0 0 0 CHUCK SELCER 1.00 X 0 0 0 BARRY SHEAR 1.00 X 0 0 0 MARGIE SOLOMON 1.00 X 0 0 0 JULIE SWILER 1.00 X 0 0 0 MICHAEL HANSON 40.00 X 156838 0 8224 JEFF BRADT 40.00 X 101526 0 9025 BRUCE KAHN 40.00 X 289385 0 2593 MICHAEL KLEIN 40.00 X 0 0 0 547749 0 19842 3 1 1 0 BRIGGS & MORGAN 80 S 8TH ST 2200 MINNEAPOLIS MN 55402 LEGAL 151148 CLIFTONLARSONALLEN 220 S 6TH ST 300 MINNEAPOLIS MN 55402 ACCOUNTING 121732 2 283098 227319 510417 PROGRAM SERVICE 623000 4157463 4157463 MANAGEMENT FEE REVENUE 541610 4095830 4095830 8253293 39155 39155 40236 40236 40236 40236 419 419 419 419 MEALS 623000 78191 78191 BEAUTY SHOP 623000 38213 38213 DAMAGE/CLEANING FEES 623000 2544 2544 714 714 119662 8963182 4157463 0 4295302 3471 3471 550216 550216 1969796 479386 1490410 16639 667 15972 148442 7902 140540 220441 9668 210773 115321 115321 121732 121732 533068 24677 508391 136347 136347 2289205 1687382 601823 430830 430830 806555 788744 17811 21413 174 21239 19170 19170 21049 477 20572 570723 473958 96765 139993 65108 74885 FOOD 257768 257768 EQUIP/MAINT/REPAIR 235526 17383 218143 BEAUTY SHOP SERVICES 33380 33380 TRAINING 19316 2506 16810 DIETARY 8373 1471 6902 89715 23529 66186 8758489 3877651 4880838 0 370544 234086 822670 1384745 70702 47761 11294 8625 196395 294615 16861958 4670189 12336908 12191769 80508 39714 4387558 4073703 278972 269924 1936524 1697801 20492075 20242743 1191279 1021873 13801 4559 11775000 11625000 74987 71538 10620 110356 787490 885163 13853177 13718489 X 2193839 2344053 235995 197649 4209064 3982552 6638898 6524254 20492075 20242743 X 204693 -319337 X 0 1 1 X 0 X X X 0 0 0 SHOLOM HOME EAST INC 410695462 9 1 1 1 1551148 SHOLOM HOME WEST INC 363570759 9 1 1 1 1790882 COMMUNITY HOUSING & SERVICE 410982770 9 1 1 1 322507 KNOLLWOOD COMMUNITY HOUSING 411518579 9 1 1 1 26386 MENORAH PLAZA HOUSING 363512438 9 1 1 1 89564 SCA HOME HEALTH CARE 010628051 9 1 1 1 750554 SHOLOM ST PAUL SENIOR HOUSING 204844785 9 1 1 1 16093 SHOLOM FOUNDATION 363411361 7 1 1 1 87460 SHOLOM ST PAUL 300256100 9 1 1 1 0 9 4634594 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 982027 982027 13583316 3000558 10582758 2182292 1669631 512661 114323 114323 12191769 INTEREST IN NET ASSETS OF AFFILIATE FOUNDATION 4073703 F 4073703 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 1697801 DUE TO AFFILIATES 135163 NOTE PAYABLE TO AFFILIATES 750000 885163 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. X X X X X 1 1 0 0 0 0 0 0 0 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 PART I, LINES 4A-B 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 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 675000 12300000 403358 11599805 296837 2002 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 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. 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 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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. ALLOCATION OF TIME BETWEEN RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A 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. SHOLOM COMMUNITY ALLIANCE LLC 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 412007919 ASSISTED LIVING FACILITY MN 4452767 15476450 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 SHOLOM COMMUNITY ALLIANCE 1 0 0 1 0 1 0 0 0 0 0 1 0 1 1 1 1 0 0 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