2023-11-15T18:14:35-06:00 2022-12-31 742859143 CALHOUN THOMSON MATZA LLP PO BOX 30044 AUSTIN TX 78755 990 2022-01-01 741469465 SHALOM AUSTIN SHAL 5127358000 7300 HART LANE AUSTIN TX 78731 NICOLE GILGER CFO 5127358016 2023-11-15 1 NICOLE GILGER 999009999 0 C BRIAN STREIG P00735757 5124398400 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NICOLE GILGER 7300 HART LANE AUSTIN TX 78731 16898163 0 X WWW.SHALOMAUSTIN.ORG X 1971 TX TO ENHANCE THE QUALITY OF JEWISH LIFE IN THE GREATER AUSTIN AREA AND AROUND THE WORLD, THROUGH CHARITABLE, EDUCATIONAL AND OTHER ENDEAVORS. 24 24 433 0 -2039 0 6826583 9612645 4263669 6835187 293373 -334713 1684284 785044 13067909 16898163 193381 1081357 0 0 6005585 8397305 0 0 840239 4417010 4347857 10615976 13826519 2451933 3071644 8435174 9768640 4604795 2866611 3830379 6902029 X ENHANCE THE QUALITY OF JEWISH LIFE IN THE GREATER AUSTIN AREA AND AROUND THE WORLD, THROUGH CHARITABLE, EDUCATIONAL, SOCIAL SERVICE, CULTURAL, RELIGIOUS AND RECREATIONAL ENDEAVORS. SERVICES INCLUDE A PRESCHOOL, FACILITIES FOR COMMUNITY AND CULTURAL EVENTS, FITNESS CENTER, NEWSLETTERS AND PUBLICATIONS, JEWISH FAMILY SERVICE, FACILITATION OF PHILANTHROPIC GIVING FOR ANNUAL, CAPITAL, AND PLANNED GIVING NEEDS, AS WELL AS OTHER PROGRAMS THAT ENHANCE JEWISH LIFE. REVENUE CONSISTS PRIMARILY OF CONTRIBUTIONS, GRANTS, MEMBERSHIP FEES, TUITION AND PROGRAM FEES. 0 0 3353240 5112172 EARLY CHILDHOOD PROGRAMTHE EARLY CHILDHOOD PROGRAM (ECP) IS THE PRESCHOOL PROGRAM OF SHALOM AUSTIN. IT HAS CHILDREN RANGING FROM AGE OF 6 WEEKS TO 5 YEARS OLD. PROGRAMS WITHIN THE ECP INCLUDE DECORATING THE SUKKAH, CHANUKAH PARTY, FRIDAY TOT SHABBATS, PASSOVER SEDER, PURIM CARNIVAL AND ISRAEL INDEPENDENCE DAY AND MULTIPLE ENRICHMENT PROGRAMS. 3296685 3263801 MEMBER EXPERIENCEMEMBER EXPERIENCE PROVIDES PROGRAMS, SUCH AS MEMBERSHIP ENGAGEMENT, WEIGHT TRAINING, FITNESS, FITNESS CLASSES, PERSONAL TRAINING, AQUATICS, TENNIS, YOUTH SPORTS, AND ADULT SPORTS. 1646916 1703015 YOUTH & CAMPYOUTH & CAMP PROVIDES SUPPORT TO FAMILIES, ENRICH CHILDREN'S LIVES, AND BUILD COMMUNITY THROUGH PROGRAMS SUCH AS SUMMER CAMP, BREAK CAMPS, AFTERSCHOOL PROGRAMS, AND TEEN YOUTH GROUP. 2715542 1081357 2715542 1081357 11012383 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 155 0 1 433 1 1 1 0 0 0 0 0 0 1 1 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X NICOLE GILGER CFO 5127358016 7300 HART LANE AUSTIN TX 78731 ABBY RAPOPORT IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 RICK ROSENBERG CHAIR 1.00 X X 0 0 0 LISA SHAPIRO VICE-CHAIR 1.00 X X 0 0 0 KEITH ZIMMERMAN VICE-CHAIR 1.00 X X 0 0 0 ARTHUR ALTMAN AT LARGE 1.00 X 0 0 0 STEVE MEYERS TREASURER 1.00 X X 0 0 0 PHIL LOEWY VICE-CHAIR 1.00 X X 0 0 0 ALEX ROBINSON VICE-CHAIR 1.00 X X 0 0 0 LILY SMULLEN VICE-CHAIR 1.00 X X 0 0 0 MARTIN BERSON AT LARGE 1.00 X 0 0 0 SETH HALPERN CHAIR ELECT 1.00 X X 0 0 0 DAVID GOLDSTEIN VICE-CHAIR 1.00 X X 0 0 0 LECIA SUD AT LARGE 1.00 X 0 0 0 JARED LINDAUER AT LARGE 1.00 X 0 0 0 LLANA NESHER AT LARGE 1.00 X 0 0 0 JULIE FRANKLIN VICE-CHAIR 1.00 X X 0 0 0 NANCY ZIMMERMAN VICE-CHAIR 1.00 X X 0 0 0 DANIEL CARL AT LARGE 1.00 X 0 0 0 LAURA CORMAN AT LARGE 1.00 X 0 0 0 JOEL WAXMAN AT LARGE 1.00 X 0 0 0 IAN SPECHLER AT LARGE 1.00 X 0 0 0 KAREN KOGUT AT LARGE 1.00 X 0 0 0 SCOTT GROSSFELD AT LARGE 1.00 X 0 0 0 CARA KELLY AT LARGE 1.00 X 0 0 0 HEATHER KROL AT LARGE 1.00 X 0 0 0 KIM LINDAUER AT LARGE 1.00 X 0 0 0 BRETT MERFISH AT LARGE 1.00 X 0 0 0 LAWRENCE MAZE AT LARGE 1.00 X 0 0 0 LAUREN PATTEN AT LARGE 1.00 X 0 0 0 RABBI DANIEL SEPTIMUS CEO 40.00 X 231807 0 67629 NICOLE GILGER CFO 40.00 X 149569 0 0 JANET ELAM COO 40.00 X 172959 0 1907 RACHEL STERN CHIEF LEARNING AND ENGAGEM 40.00 X 151111 0 7629 RABBI AMY COHEN CHIEF SOCIAL SERVICES OFFI 40.00 X 57327 0 77629 ANDREW DOOHER SECURITY DIRECTOR 40.00 X 115363 0 0 JAMES RUSSELL TENNIS DIRECTOR 40.00 X 118656 0 6357 WENDY GOODMAN SENIOR MARKETING & COMMUNICATIONS DIRECTOR 40.00 X 101700 0 7629 1098492 0 168780 7 0 1 0 HEIGHTS ATHLETICS LLC DBA KIM'S GYM 7300 HART LN AUSTIN TX 78731 PROGRAM CONTRACTOR 290904 ABS COMMERCIAL CLEANING 2028 E BEN WHITE BLVD STE 240-4424 AUSTIN TX 78741 CUSTODIAL 205235 KNIGHT SECURITY SYSTEMS LLC 4509 FREIDRICH LN SUITE 110 AUSTIN TX 78744 SECURITY 125552 3 2362697 37452 2521367 4691129 9612645 TUITION AND FEES 611710 6683545 6683545 FITNESS TRAINERS 713940 151642 151642 6835187 -334713 -334713 309519 0 309519 309519 309519 0 37452 0 0 18000 0 18000 18000 OTHER INCOME 900099 315638 315638 ADVERTISING OUTLOOK REVENUE 541800 141887 -2039 143926 457525 16898163 6835187 -2039 452370 X 868552 868552 212805 212805 7229107 5770637 1027142 431328 662505 524301 101941 36263 505693 403670 71851 30172 2059491 1420296 541247 97948 183660 178611 4422 627 PROGRAM SUPPLY EXPENSE 1406662 1004378 166773 235511 FACILITY MAINTENANCE AN 544731 480635 56141 7955 MISCELLANEOUS & CONTING 153313 148498 4380 435 13826519 11012383 1973897 840239 4354604 4801107 329372 1133645 656897 798807 203599 121560 2158154 1120539 640086 1037615 2250616 1875906 8435174 9768640 3174093 994798 483943 817913 946759 1053900 4604795 2866611 X 1435453 4113764 2394926 2788265 3830379 6902029 8435174 9768640 X 3071644 6 X X 0 1 X 1 0 X 4755357 5221093 5499639 6826583 9612645 31915317 5503801 5799973 2637020 4263669 6835187 25039650 10259158 11021066 8136659 11090252 16447832 56954967 0 0 0 56954967 88495 236436 147812 293373 -334713 431403 88495 236436 147812 293373 -334713 431403 114626 87412 46897 46685 295620 2944252 2877267 2659315 1684284 785044 10950162 13406531 14222181 10990683 13114594 16898163 68632152 0.82990 0.77420 0.00630 0.01410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2250617 10000 -334713 50000 1875903 1593979 416654 293374 53390 2250617 1486316 147664 40001 1593979 1285353 234797 33834 1486316 1423951 -121508 17090 1285353 0.42972 0.57027 1 0 546451 160384 386068 647987 197409 450578 963716 762746 200969 1037615 ENDOWMENTS 1875906 1875906 DEPOSITS 123972 ACCRUED EXPENSE 742939 OPERATING LEASE 186989 1053900 X 18788357 1890194 1890194 16898163 0 16898163 15716713 1890194 1890194 13826519 0 13826519 PART X, LINE 2: INCOME TAXES: SHALOM AUSTIN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). FINANCIAL ACCOUNTING STANDARDS BOARDS ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC 740-10") CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740-10 REQUIRES THAT A COMPANY RECOGNIZE IN ITS FINANCIAL STATEMENTS THE IMPACT OF TAX POSITIONS THAT MEET A "MORE LIKELY THAN NOT" THRESHOLD, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE PROVISIONS OF ASC 740-10 WERE APPLIED TO ALL TAX POSITIONS. SHALOM AUSTIN BELIEVES ALL OF ITS TAX POSITIONS TO BE HIGHLY CERTAIN. SHALOM AUSTIN'S OPEN TAX YEARS AS OF DECEMBER 31, 2022 ARE 2019, 2020, AND 2021 AND ARE SUBJECT TO EXAMINATION BY THE TAX AUTHORITIES. PT V LINE 4 SHALOM AUSTIN'S ENDOWMENT CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES AND INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. GENERAL FUNDRAISING 37452 37452 37452 37452 18000 0 18000 18000 TX 1 0 1 0 1.00000 NICOLE GILGER CFO 7300 HART LANE AUSTIN TX 78731 0 0 1 AUSTIN JEWISH ACADEMY 742572246 501C3 101699 0 TUITION ASSISTANCE PROGRAM TEXAS HILLEL FOUNDATION 521758802 501C3 20000 0 PROGRAMMING VARIOUS ANTI DEFAMATION LEAGUE 131818723 501C3 12500 0 PROGRAMMING VARIOUS CHABAD OF AUSTIN (HEWBREW PREP SCHOOL) 452763577 501C3 17601 0 PROGRAMMING VARIOUS CAMP YOUNG JUDAEA 746063430 501C3 11000 0 PROGRAMMING VARIOUS CHABAD UT 452530523 501C3 11000 0 PROGRAMMING VARIOUS GREENE FAMILY CAMP 131663143 501C3 11000 0 PROGRAMMING VARIOUS TEXAS A&M HILLEL 741398514 501C3 7500 0 PROGRAMMING VARIOUS MOISHE HOUSE 262599786 501C3 6000 0 PROGRAMMING VARIOUS CONGREGATION BETH ISRAEL 741394416 501C3 6500 0 PROGRAMMING VARIOUS JEWISH FEDERATION OF NORTH AMERICA 131624240 501C3 234452 0 MISC OVERSEAS DISTRIBUTIONS DJCC DEVELOPMENT CORPORATION 742893473 501C3 400000 0 CAPITAL CAMPAIGN CONTRIBUTION 12 SCHOLARSHIPS 98 123142 REDUCTION IN MEMBERSHIP DUES AND PROGRAM TUITION. EMERGENCY FINANCIAL ASSISTANCE 154 89663 ASSISTANCE WITH FOOD, HOUSING, UTILITY & OTHER ITEMS PART I, LINE 2: SELECT COMMITTEE, "GRANTS COMMITTEE", REVIEWS APPLICATIONS FOR CONTEXT, INTENT AND CONNECT TO GOALS. COMMITTE THEN DEBATES AND AWARDS FUNDS BASED ON AMOUNT REQURESTED AND AVAILABLE FUNDS. PROCESS IS REPEATED ANNUALLY. X 1 0 X X X 0 0 0 0 0 0 0 1 0 RABBI DANIEL SEPTIMUS CEO 213807 0 18000 0 0 0 0 0 67629 0 299436 0 0 0 JANET ELAM COO 169209 0 3750 0 0 0 0 0 1907 0 174866 0 0 0 RACHEL STERN CHIEF LEARNING AND ENGAGEM 147361 0 3750 0 0 0 0 0 7629 0 158740 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANY JEWISH PERSON, MEMBER OF A JEWISH HOUSEHOLD, OR CURRENT DUES-PAYING MEMBERS OF THE SHALOM AUSTIN JEWISH COMMUNITY CENTER (OR WHO MAKES A SUBSTANTIALLY EQUIVALENT CONTRIBUTION TO THE SHALOM AUSTIN ANNUAL CAMPAIGN), WHO IS 18 YEARS OR OLDER, AND CONNECTED TO THE GREATER AUSTIN METROPOLITAN AREA DURING ANY PART OF A FISCAL YEAR, SHALL BE A MEMBER OF SHALOM AUSTIN FOR THE CURRENT FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 7A SEE LINE 6 ABOVE. FORM 990, PART VI, SECTION A, LINE 7B SEE LINE 6 ABOVE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED FOR ANY QUESTIONS OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY BY THE BOARD. POTENTIAL CONFLICTS ARE MONITORED BY SHALOM AUSTIN. FORM 990, PART VI, SECTION B, LINE 15A WHEN DETERMINING COMPENSATION FOR CEO, CFO, AND TOP MANAGEMENT OFFICIALS, COMPARISON ANALYSIS OF OTHER COMMUNITIES AND OTHER LOCAL NON-PROFITS OF LIKE SIZE AND PROGRAMMING IS USED. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR DETERMINING THE CEO COMPENSATION. CEO SIGNS A CONTRACT. CEO DETERMINES COMPENSATION FOR OTHER EXECUTIVE MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 WE MAKE OUR RECORDS AVAILABLE UPON REQUEST, THE FORM 990 IS ALSO AVAILABLE THROUGH VARIOUS WEB SOURCES. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 1,420,296. MANAGEMENT AND GENERAL EXPENSES 541,247. FUNDRAISING EXPENSES 97,948. TOTAL EXPENSES 2,059,491. FORM 990, PART XI, LINE 9: ROUNDING 6. FORM 990, PART XII, LINE 2C: PROCESS WAS NOT CHANGED FROM PRIOR YEAR. DJCC DEVELOPMENT CORPORATION 7300 HART LANE AUSTIN TX 78731 742893473 FUNDRAISING FOR CONSTRUCTION TX 501(C)(3) LINE 7 NO 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DJCC DEVELOPMENT CORPORATION - EXPENSES Q 384365 ACTUAL DJCC DEVELOPMENT CORPORATION - EXPENSES D 8449086 ACTUAL DJCC DEVELOPMENT CORPORATION - EXPENSES B 400000 ACTUAL