2025-08-05T12:04:55-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2023-10-01 363411361 SHOLOM FOUNDATION SHOL 9529391593 3610 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 LISA FURMAN PRESIDENT 9529391593 2025-07-31 1 1 JUSTIN HARTERT P02236744 5074467100 2025-07-22 2023 2025-03-06 01:10:19Z JOEL MANDEL 3610 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 11683542 0 X WWW.SHOLOMFOUNDATION.ORG X 1985 MN SUPPORT AND PROMOTE EXCELLENCE IN SERVICE TO THE ELDERLY COMMUNITY. 26 26 4 27 19916 0 2931055 2195193 0 0 1310631 1377329 0 -84971 4241686 3487551 2344449 2243659 0 0 510754 576592 0 1235 777674 385449 458541 3240652 3280027 1001034 207524 38083021 44346233 183393 248413 37899628 44097820 SHOLOM FOUNDATION'S SOLE MISSION IS TO RAISE SUFFICIENT ENDOWMENT AND ANNUAL FUNDS TO GENERATE FINANCIAL SUPPORT FOR SHOLOM SERVICES AND FACILITIES; AND, TO PROMOTE EXCELLENCE IN CARE TO THOSE SERVED BY SHOLOM FOR GENERATIONS TO COME. 0 0 2243659 2243659 0 SUPPORT PROVIDED TO ENHANCE THE FACILITIES AND PROGRAMMING OF SHOLOM COMMUNITY ALLIANCE AND ITS AFFILIATES (COLLECTIVELY SCA). SCA PROVIDES SHORT AND LONG-TERM NURSING HOME CARE, ASSISTED LIVING, HOUSING (MARKET RATE AND HUD-ASSISTED), AND COMMUNITY-BASED SERVICES, INCLUDING HOME CARE AND HOSPICE PRIMARILY TO THE ELDERLY OF THE TWIN CITIES METROPOLITAN AREA. 2243659 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X DOUGLAS WYCKOFF 9529391593 3620 PHILLIPS PKWY ST LOUIS PARK MN 55426 ALLEN FREEMAN DIRECTOR 1.00 0.00 X 0 0 0 CHARLES SELCER DIRECTOR 1.00 0.00 X 0 0 0 CYNTHIA SHAPIRO DIRECTOR 1.00 0.00 X 0 0 0 DAVID NIRENSTEIN DIRECTOR 1.00 2.00 X 0 0 0 DEBRA A GOLDENBERG VICE PRESIDENT 1.00 0.00 X X 0 0 0 JAY D GOLDBERG DIRECTOR 1.00 0.00 X 0 0 0 JAYE SNYDER SECRETARY 1.00 0.00 X X 0 0 0 JEFF GETZKIN DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN R GORDON DIRECTOR (THRU 2/24) 1.00 1.00 X 0 0 0 LISA FURMAN PRESIDENT 1.00 1.00 X X 0 0 0 LISA LERMAN DIRECTOR 1.00 0.00 X 0 0 0 LLOYD STERN DIRECTOR 1.00 0.00 X 0 0 0 MARK FREEMAN DIRECTOR 1.00 0.00 X 0 0 0 MATT GUTTMAN DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL BLUM DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SAXON DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SCHECHTER DIRECTOR 1.00 0.00 X 0 0 0 MORTON A NAIMAN DIRECTOR 1.00 0.00 X 0 0 0 PHILLIP M JAFFE DIRECTOR 1.00 0.00 X 0 0 0 RENEE LAMPERT DIRECTOR 1.00 1.00 X 0 0 0 ROBERT I KARON DIRECTOR 1.00 0.00 X 0 0 0 ROBERT J HARTMAN DIRECTOR 1.00 0.00 X 0 0 0 SHERYL RUTZICK DIRECTOR 1.00 1.00 X 0 0 0 STANFORD BARATZ DIRECTOR 1.00 0.00 X 0 0 0 STEVEN C SCHACHTMAN DIRECTOR 1.00 0.00 X 0 0 0 STEVEN H GOTTLIEB DIRECTOR 1.00 0.00 X 0 0 0 THOMAS SHERMAN DIRECTOR 1.00 0.00 X 0 0 0 JOEL MANDEL EXECUTIVE DIRECTOR 40.00 0.00 X 213542 0 39906 NOAH GERDING DIRECTOR OF DEVELOPMENT 40.00 0.00 X 104110 0 84 317652 0 39990 2 0 1 0 0 222993 1972200 620 2195193 796092 19916 776176 8692257 8111020 581237 581237 581237 0 222993 84971 -84971 -84971 3487551 0 19916 1272442 2243659 2243659 257435 257435 239678 44921 194757 5612 1167 4445 42071 7412 34659 31796 3215 28581 36390 36390 1235 1235 160082 160082 8932 903 8029 77878 77878 19756 446 19310 10125 10125 6053 6053 39680 39680 163 163 77998 77998 DONOR RECOGNITION 6949 6949 DUES AND SUBSCRIPTIONS 4520 4520 ANNUAL GIVING APPEALS 4457 4457 REPAIRS AND MAINTENACE 3995 3995 1563 1563 3280027 2243659 258694 777674 213899 66305 78162 107395 997970 803940 6884 36696 132115 132115 163 0 36451213 42943903 83040 92460 251690 295534 38083021 44346233 56366 62342 127027 186071 183393 248413 X 181381 713455 37718247 43384365 37899628 44097820 38083021 44346233 X 207524 5856982 133686 X 0 1 X 1 0 X 2053694 1930707 704697 2931055 2195193 9815346 2053694 1930707 704697 2931055 2195193 9815346 2761184 7054162 741128 734989 695972 543094 796092 3511275 172015 97274 269289 13595910 0.51880 0.49780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35426679 794511 4898000 41119190 32428035 470090 2528554 35426679 39616765 215122 -7403852 32428035 34075332 435011 5106422 39616765 31240276 2021875 813181 34075332 0.00000 0.84193 0.15807 0 0 132115 132115 0 0 LIABILITY UNDER GIFT ANNUITIES 184729 DUE TO AFFILIATES 1342 186071 X 9403108 5856982 84971 5941953 3461155 160082 -133686 26396 3487551 3204916 84971 84971 3119945 160082 160082 3280027 PART V, LINE 4: SHOLOM FOUNDATION HAS ENDOWMENT FUNDS ESTABLISHED FOR THE PURPOSE OF SUPPORTING ITS OPERATIONS AND THE OPERATIONS OF SHOLOM COMMUNITY ALLIANCE AND ITS AFFILIATES. PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED EXEMPT STATUS AS A PUBLIC CHARITY RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE FOUNDATION'S ANNUAL TAX FILINGS ARE SUBJECT TO REVIEW BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OTHER TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 84,971. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS AND TRUSTS 18,734. CHANGE IN LIFE INSURANCE RECEIVABLE -143,000. CHANGE IN VALUE OF PERPETUAL TRUST -9,420. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 84,971. FAMILY FUN DAY 222993 222993 14075 70896 222993 222993 14075 70896 84971 -84971 1 SHOLOM COMMUNITY ALLIANCE 3620 PHILLIPS PKWY ST LOUIS PARK MN 55426 411837022 501(C)(3) 1196755 0 ENHANCE SERVICES PROVIDED AT RESPECTIVE FACILITY SHOLOM HOME EAST INC 740 KAY AVE ST PAUL MN 55102 410695462 501(C)(3) 620106 0 ENHANCE SERVICES PROVIDED AT RESPECTIVE FACILITY SHOLOM HOME WEST INC 3620 PHILLIPS PKWY ST LOUIS PARK MN 55426 363570759 501(C)(3) 91929 0 ENHANCE SERVICES PROVIDED AT RESPECTIVE FACILITY SHOLOM COMMUNITY ALLIANCE HOME HEALTH CARE 3620 PHILLIPS PKWY ST LOUIS PARK MN 55426 010628051 501(C)(3) 5990 0 ENHANCE SERVICES PROVIDED AT RESPECTIVE FACILITY 4 0 PART I, LINE 2: THE BOARD OF DIRECTORS AND MANAGEMENT HAVE SET-UP INTERNAL CONTROLS TO MONITOR THE USE OF GRANT FUNDS. ALL OF THE DISTRIBUTIONS TO THE GRANTEES ARE APPROVED BY THE BOARD OF DIRECTORS OR TO ASSIGNED AUTHORIZED PERSONNEL. X X X X 0 0 0 0 0 0 0 0 0 JOEL MANDEL EXECUTIVE DIRECTOR 213542 0 0 0 0 0 5182 0 34724 0 253448 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MARK FREEMAN AND ALLEN FREEMAN - FAMILY RELATIONSHIP MARK FREEMAN AND JEFF GETZKIN - FAMILY RELATIONSHIP DAVID NIRENSTEIN AND RENEE LAMPERT - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7B A CHANGE TO THE REQUIRED NUMBER OF BOARD OF DIRECTORS OF SHOLOM FOUNDATION SHALL BE EFFECTIVE UPON THE APPROVAL OF THE SHOLOM COMMUNITY ALLIANCE'S BOARD OF DIRECTORS. 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, THEN DELIVERED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL ELECTRONICALLY. 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 WHEN DETERMINING THE SALARY FOR THE EXECUTIVE DIRECTOR, THE PERSONNEL COMMITTEE MAKES SALARY RECOMMENDATIONS BASED ON EVALUATIONS OF SALARIES FOR LIKE POSITIONS OF SIMILAR ORGANIZATIONS ANNUALLY AS PART OF THE ANNUAL BUDGETING PROCESS. THIS COMMITTEE CONSISTS OF BOARD OFFICERS AND SEVERAL OTHER MEMBERS OF THE BOARD. THE SALARY RECOMMENDATIONS ARE PRESENTED TO THE BOARD FOR APPROVAL, WHILE THE BOARD IS IN EXECUTIVE SESSION SO THAT NO STAFF IS PRESENT. FOR OTHER EMPLOYEES, SALARY RECOMMENDATIONS ARE MADE BY THE EXECUTIVE DIRECTOR TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE TAKES THIS RECOMMENDATION UNDER CONSIDERATION AND MAKES A DECISION ON WHETHER TO AMEND OR ACCEPT IT. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. SUMMARIZED FINANCIAL INFORMATION IS AVAILABLE IN THE ORGANIZATION'S FORM 990, WHICH IS ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGRMTS AND TRUSTS -18,734. CHANGE IN LIFE INS REC 143,000. CHANGE IN VALUE OF PERPETUAL TRUST 9,420. 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 SERVICE CORP 0 MENORAH PLAZA HOUSING CORP 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 363512438 LOW INCOME HOUSING MN 501(C)(3) LINE 10 SHOLOM COMMUNITY ALLIANCE AND COMMUNITY HOUSING AND SERVICE CORP 0 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) LINE 10 SHOLOM COMMUNITY ALLIANCE 0 SHOLOM ST PAUL SENIOR HOUSING INC 3620 PHILLIPS PARKWAY ST LOUIS PARK MN 55426 204844785 LOW INCOME HOUSING 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 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0