2025-08-04T10:18:01-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2023-10-01 363512438 MENORAH PLAZA HOUSING CORPORATION MENO 9529356311 4925 MINNETONKA BLVD ST LOUIS PARK MN 55416 DAVID BERRYMAN CHIEF FINANCIAL OFFICER 9529356311 2025-07-30 1 1 JUSTIN HARTERT P02236744 5074467100 2025-07-30 2023 2025-03-06 01:10:19Z MENORAH PLAZA APARTMENTS JIM NEWBROUGH 4925 MINNETONKA BLVD ST LOUIS PARK MN 55416 0 0 X WWW.SHOLOM.COM X 1987 MN LOW-INCOME HOUSING. 6 6 8 7 0 0 3092 0 817209 0 11362866 0 226724 0 12409891 0 0 0 0 0 157889 0 0 0 0 1564564 28757 1722453 28757 10687438 -28757 10563052 11205238 31693 595 10531359 11204643 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 1735 0 0 MENORAH PLAZA HOUSING CORPORATION IS A 155-UNIT HUD FACILITY PROVIDING LOW INCOME HOUSING AND RELATED SERVICES TO SENIOR CITIZENS. THE BUILDING, LAND, AND PERSONAL PROPERTY WAS SOLD TO A THIRD PARTY ON MARCH 24, 2023. 1735 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 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 1 0 0 0 1 1 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X DAVID BERRYMAN 9529356311 3620 PHILLIPS PKWY ST LOUIS PARK MN 55426 JOHN MACDONALD PRESIDENT 1.00 0.00 X X 0 0 0 JON GORDON VICE PRESIDENT/SECRETARY -THRU 2/24 1.00 1.00 X X 0 0 0 DAVID NIRENSTEIN TREASURER 1.00 2.00 X X 0 0 0 JERRY RUDICK DIRECTOR 1.00 1.00 X 0 0 0 PAUL BENENSON DIRECTOR 1.00 0.00 X 0 0 0 DOUG WEISSMAN DIRECTOR 1.00 1.00 X 0 0 0 JUSTIN HELD DIRECTOR 1.00 0.00 X 0 0 0 BARB KLICK CEO 5.00 35.00 X 0 397536 22194 JIM NEWBROUGH CEO 5.00 35.00 X 0 0 0 DAVID BERRYMAN CFO 5.00 35.00 X 0 254785 17686 ANN THOLE COO 5.00 35.00 X 0 249490 7894 0 901811 47774 0 0 1 0 0 0 0 0 0 5994 5994 21020 21020 1344 1336 8 MISCELLANEOUS EXPENSE 399 399 28757 1735 27022 0 37463 7302 10525589 11197936 10563052 11205238 31693 595 31693 595 X 10531359 11204643 10531359 11204643 10563052 11205238 X -28757 702041 X 0 1 X 1 0 X 16437 199229 9253 3092 228011 1654601 1654009 1725417 817209 5851236 1671038 1853238 1734670 820301 6079247 0 0 0 6079247 16716 12697 12988 6428 48829 16716 12697 12988 6428 48829 181107 168075 156699 227074 732955 1868861 2034010 1904357 1053803 6861031 0.88610 0.87870 0.00710 0.00740 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL INCOME HOME CARE FOOD INCOME LAUNDRY INCOME GARAGE/PARKING REVENUE GIFT SHOP INCOME MISCELLANEOUS INSURANCE PROCEEDS 0 DUE FROM AFFILIATES 11197936 11197936 X PART X, LINE 2: 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. 0 0 0 0 0 0 0 0 0 BARB KLICK CEO 0 397536 0 0 0 0 0 11937 0 10257 0 419730 0 0 DAVID BERRYMAN CFO 0 254785 0 0 0 0 0 7993 0 9693 0 272471 0 0 ANN THOLE COO 0 249490 0 0 0 0 0 7472 0 422 0 257384 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY SHOLOM COMMUNITY ALLIANCE, THE SOLE MEMBER OF MENORAH PLAZA HOUSING CORPORATION. THE FOLLOWING WERE USED BY SHOLOM COMMUNITY ALLIANCE IN DETERMINING THE CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 SHOLOM COMMUNITY ALLIANCE CORPORATE CHARGES A MANAGEMENT FEE TO ALL OF THE AFFILIATED ENTITIES FOR ADMINISTRATIVE AND GENERAL SERVICES. THE MANAGEMENT FEES ON THE AFFILIATED ENTITIES ARE REVENUE TO SHOLOM COMMUNITY ALLIANCE. THESE TRANSACTIONS ARE ELIMINATED IN THE CONSOLIDATED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 6 SHOLOM COMMUNITY ALLIANCE IS THE SOLE MEMBER OF MENORAH PLAZA HOUSING CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE ELECTED AT THE ANNUAL MEETING OF THE SOLE MEMBER, SHOLOM COMMUNITY ALLIANCE. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS REQUIRE THE APPROVAL OF THE BOARD OF DIRECTORS OF SHOLOM COMMUNITY ALLIANCE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 TAX RETURN WAS REVIEWED BY MANAGEMENT IN DETAIL AND PROVIDED TO THE BOARD OF DIRECTORS ELECTRONICALLY PRIOR TO FILING. 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 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: TRANSFERS WITH AFFLIATES 702,041. SHOLOM COMMUNITY ALLIANCE 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 411837022 SUPPORT RELATED ENTITIES IN ELDERLY NURSING HOME, HOUSING AND COMMUNITY SERV MN 501(C)(3) LINE 12B, II N/A 0 SHOLOM HOME EAST INC 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 410695462 NURSING HOME FOR THE ELDERLY MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 0 SHOLOM HOME WEST INC 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 363570759 NURSING HOME FOR THE ELDERLY MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 0 COMMUNITY HOUSING & SERVICE CORP 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 410982770 PROVIDE HOUSING FOR THE ELDERLY MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 0 KNOLLWOOD COMMUNITY HOUSING CORP 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 411518579 LOW INCOME HOUSING MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE AND COMMUNITY HOUSING AND SERVICES CORP 0 SHOLOM COMMUNITY ALLIANCE HOME HEALTH CARE 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 010628051 PROVIDE HOME HEALTH CARE SERVICES TO THE COMMUNITY. MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 0 SHOLOM ST PAUL 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 300256100 INACTIVE SHELL COMPANY MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 0 SHOLOM ST PAUL SENIOR HOUSING INC 760 PERLMAN STREET ST PAUL MN 55102 204844785 LOW INCOME HOUSING MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE 0 SHOLOM FOUNDATION 3610 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 363411361 SUPPORT AFFILIATES THROUGH FUNDRAISING MN 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0