2025-11-15T01:56:26-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2024-01-01 841652923 SHALOM INSTITUTE CAMP & CONFERENCE CENTER SHAL 8188895500 34342 MULHOLLAND HIGHWAY MALIBU CA 90265 ELISA BECKER CHIEF OPERATING OFFICER 8188895500 2025-11-13 1 1 JOLANTA TUCK P01340068 9164429100 2025-11-13 2024 2025-03-06 01:10:19Z WILLIAM KAPLAN 34342 MULHOLLAND HIGHWAY MALIBU CA 90265 13438589 0 X WWW.SHALOMINSTITUTE.COM X 2005 CA THE ORGANIZATION IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO FACILITATE POSITIVE EXPERIENCES GROUNDED IN JEWISH VALUES THAT FOSTER COMMUNITY, CULTIVATE LEADERSHIP, INSPIRE SOCIAL ACTION, NURTURE JEWISH TRADITION AND CULTURE, AND INSTILL A RESPONSIBILITY FOR THE ENVIRONMENT. THE ORGANIZATION'S MISSION ALSO INCLUDES DEVELOPING SKILLS AND VALUES THROUGHOUT THE GREATER COMMUNITY, REGARDLESS OF INDIVIDUAL'S RELIGIOUS BACKGROUNDS. SOME PROGRAMS OFFERED INCLUDE:-CAMP JCA SHALOM YEAR-ROUND OVERNIGHT AND DAY CAMPING PROGRAMS-PROGRAMS FOR CHILDREN AND ADULTS WITH DISABILITIES-TEEN LEADERSHIP PROGRAMS-SENIOR ADULT AND ADULT PROGRAMS-COMMUNITY RETREATS AND PROGRAMS-FAMILY PROGRAMS-COMMUNITY SERVICE PROGRAMS-CAMP GESHER AND FAMILY PROGRAMMING FOR RUSSIAN-SPEAKING JEWISH FAMILIES 17 15 275 25 0 0 4602606 5338059 2034639 2432196 1239916 1225982 0 0 7877161 8996237 364000 495000 0 0 2924422 3364064 0 0 216378 3680358 4207939 6968780 8067003 908381 929234 39475717 41063614 1688488 2347151 37787229 38716463 X THE ORGANIZATION IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO FACILITATE POSITIVE EXPERIENCES GROUNDED IN JEWISH VALUES THAT FOSTER COMMUNITY, CULTIVATE LEADERSHIP, INSPIRE SOCIAL ACTION, NURTURE JEWISH TRADITION AND CULTURE, AND INSTILL A RESPONSIBILITY FOR THE ENVIRONMENT. THE ORGANIZATION'S MISSION ALSO INCLUDES DEVELOPING SKILLS AND VALUES THROUGHOUT THE GREATER COMMUNITY, REGARDLESS OF INDIVIDUAL'S RELIGIOUS BACKGROUNDS. SOME PROGRAMS OFFERED INCLUDE:-CAMP JCA SHALOM YEAR-ROUND OVERNIGHT AND DAY CAMPING PROGRAMS-PROGRAMS FOR CHILDREN AND ADULTS WITH DISABILITIES-TEEN LEADERSHIP PROGRAMS-SENIOR ADULT AND ADULT PROGRAMS-COMMUNITY RETREATS AND PROGRAMS-FAMILY PROGRAMS-COMMUNITY SERVICE PROGRAMS-CAMP GESHER AND FAMILY PROGRAMMING FOR RUSSIAN-SPEAKING JEWISH FAMILIES 0 0 6785105 495000 2432196 THE ORGANIZATION IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO FACILITATE POSITIVE EXPERIENCES GROUNDED IN JEWISH VALUES THAT FOSTER COMMUNITY, CULTIVATE LEADERSHIP, INSPIRE SOCIAL ACTION, NURTURE JEWISH TRADITION AND CULTURE, AND INSTILL A RESPONSIBILITY FOR THE ENVIRONMENT. THE ORGANIZATION'S MISSION ALSO INCLUDES DEVELOPING SKILLS AND VALUES THROUGHOUT THE GREATER COMMUNITY, REGARDLESS OF INDIVIDUAL'S RELIGIOUS BACKGROUNDS. SOME PROGRAMS OFFERED INCLUDE:-CAMP JCA SHALOM YEAR-ROUND OVERNIGHT AND DAY CAMPING PROGRAMS-PROGRAMS FOR CHILDREN AND ADULTS WITH DISABILITIES-TEEN LEADERSHIP PROGRAMS-SENIOR ADULT AND ADULT PROGRAMS-COMMUNITY RETREATS AND PROGRAMS-FAMILY PROGRAMS-COMMUNITY SERVICE PROGRAMS-CAMP GESHER AND FAMILY PROGRAMMING FOR RUSSIAN-SPEAKING JEWISH FAMILIES 6785105 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 24 0 1 275 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X ELISA BECKER 8188895500 34342 MULHOLLAND HIGHWAY MALIBU CA 90265 WILLIAM KAPLAN CHIEF EXECUTIVE OFFICER 40.00 X 149752 0 120736 JOEL CHARNICK CHIEF PROGRAM OFFICER 40.00 X 157191 0 19823 ELISA BECKER CHIEF OPERATING OFFICER 40.00 X 130968 0 26488 MANDY DANZAN CHIEF DEVELOPMENT OFFICER 40.00 X 106287 0 12553 REBECCA BODENSTEIN CHIEF SUSTAINABILITY OFFICER 40.00 X 107894 0 5188 LARRY COHEN PRES. (UNTIL 2/24)/IPP (AS OF 2/24) 5.00 X X 0 0 0 ARTHUR VERITY VP (UNTIL 2/24)/PRES. (AS OF 2/24) 5.00 X X 0 0 0 SUSAN KUSHNER SEC. (UNTIL 2/24)/VP (AS OF 2/24) 5.00 X X 0 0 0 GIL BREAKMAN TR/IPP (UNT 2/24)/TREAS (AS OF 2/24) 5.00 X X 0 0 0 KIMBERLY SCHWARZ DIR. (UNTIL 2/24)/SEC. (AS OF 2/24) 3.00 X X 0 0 0 ANDREW DUNST DIRECTOR 3.00 X 0 0 0 RODNEY FREEMAN DIRECTOR 3.00 X 0 0 0 GAYLE GOLDMAN DIRECTOR 3.00 X 0 0 0 RON HIRSON DIRECTOR 3.00 X 0 0 0 FRAN JAFFE DIRECTOR 3.00 X 0 0 0 JACOB KNOBEL DIRECTOR 3.00 X 0 0 0 SOL LIPMAN DIRECTOR 3.00 X 0 0 0 SYLVIA MARTIN STONE DIRECTOR 3.00 X 0 0 0 CLIVE SEGIL DIRECTOR 3.00 X 0 0 0 JACQUES SORIANO DIRECTOR 3.00 X 0 0 0 ANDREA SPATZ DIRECTOR 3.00 X 0 0 0 DAVID SPEISER DIRECTOR 3.00 X 0 0 0 652092 0 184788 5 0 1 0 0 2185970 3152089 5338059 CAMP FEES 900099 2363691 2363691 RENTAL INCOME 900099 68505 68505 2432196 792076 792076 4876258 4442352 433906 433906 433906 8996237 2432196 0 1225982 495000 495000 270488 202867 55179 12442 97046 72785 19797 4464 2481498 1861123 506226 114149 105187 78890 21458 4839 201714 151285 41150 9279 208131 156098 42459 9574 3500 2625 714 161 135099 74250 56295 4554 556261 437889 101982 16390 8107 6080 1654 373 112129 35494 74458 2177 8834 6626 1802 406 1667686 1667686 425997 379199 38187 8611 16843 16843 195035 146276 39787 8972 121783 91337 24844 5602 FOOD 373266 373266 SUPPLIES 250923 243014 6454 1455 EQUIPMENT RENTAL 197607 197607 TAXES AND LICENSES 48564 47932 516 116 86305 57776 15715 12814 8067003 6785105 1065520 216378 700199 683663 90387 40391 198203 1077676 71375 70602 14607496 930900 9817349 13676596 28207204 25223686 391000 291000 39475717 41063614 274420 1400131 606279 280808 807789 666212 1688488 2347151 X 34688209 35533630 3099020 3182833 37787229 38716463 39475717 41063614 929234 0 X 0 1 X 1 0 X 1747650 2850120 2903738 4602606 5338059 17442173 94120 1994465 2086184 2034639 2432196 8641604 1841770 4844585 4989922 6637245 7770255 26083777 173753 226694 400447 0 173753 226694 400447 25683330 573874 743473 792076 2109423 573874 743473 792076 2109423 701 701 1841770 4845286 5563796 7380718 8562331 28193901 0.91100 0.71970 0.07480 0.04320 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL EVENT - 2021 AMOUNT: $ 701. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 482755 15005 77689 19310 556139 397010 15880 85745 15880 482755 364716 100000 -67706 397010 299403 12000 53313 364716 246335 53068 299403 0.11442 0.65093 0.23465 0 0 6737500 6737500 183690 183689 1 1556159 747211 808948 6130147 6130147 13676596 X 8501237 0 8501237 495000 495000 8996237 7572003 0 7572003 495000 495000 8067003 PART V, LINE 4: SHALOM INSTITUTE ACCEPTS GIFTS OF ANY AMOUNT TO THE SHALOM INSTITUTE'S PERMANENT UNRESTRICTED ENDOWMENT FUND TO BE USED FOR GENERAL OPERATIONS OF SHALOM INSTITUTE. EACH YEAR, THE BOARD OF DIRECTORS OF SHALOM INSTITUTE DETERMINES THE USE OF THIS FUND'S DISTRIBUTION, BASED UPON OPERATIONAL NEEDS OF SHALOM INSTITUTE. DONORS WHO MAKE OUTRIGHT GIFTS OF $50,000 OR MORE ARE AFFORDED THE RIGHT TO PERMANENTLY NAME A DESIGNATED FUND. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE TAXATION CODE OF CALIFORNIA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2024. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2021 AND 2020, RESPECTIVELY, ARE CLOSED. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IF APPLICABLE, THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF INCOME TAX EXPENSE AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE STATEMENT OF FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS RECLASSED TO EXPENSES 495,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS RECLASSED TO EXPENSES 495,000. 1 SCHOLARSHIPS 256 495000 PART I, LINE 2: THE SCHOLARSHIP AMOUNT PER CAMPER IS BASED ON NEED PER PERSON. EACH PERSON REQUESTING A SCHOLARSHIP COMPLETES A SCHOLARSHIP PACKAGE WHICH INCLUDES COPIES OF THEIR TAX RETURNS AS WELL AS A SPECIFIC DOLLAR AMOUNT REQUEST AND A LETTER FROM THE FAMILY EXPLAINING WHY THEY NEED THE SCHOLARSHIP/THEIR FAMILY SITUATION. THE SCHOLARSHIP COMMITTEE THEN MEETS AND TAKES ALL OF THIS INFORMATION PLUS PRIOR YEARS' SCHOLARSHIP INFORMATION INTO CONSIDERATION. ALL OF THIS INFORMATION INCLUDING WHO ACTUALLY RECEIVES SCHOLARSHIPS IS KEPT CONFIDENTIAL. X 1 1 X 0 0 0 0 0 0 0 0 0 WILLIAM KAPLAN CHIEF EXECUTIVE OFFICER 148333 0 0 0 1419 0 28562 0 92174 0 270488 0 0 0 JOEL CHARNICK CHIEF PROGRAM OFFICER 156250 0 0 0 941 0 19823 0 0 0 177014 0 0 0 ELISA BECKER CHIEF OPERATING OFFICER 130208 0 0 0 760 0 17609 0 8879 0 157456 0 0 0 PART I, LINE 1A WILLIAM KAPLAN, CHIEF EXECUTIVE OFFICER, RECEIVED A NON-TAXABLE PARSONAGE ALLOWANCE FROM THE ORGANIZATION. PART I, LINE 3 THE PARSONAGE IS REVIEWED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. AN INCREASE WAS MADE IN 2020 TO ADJUST TO MARKET. SARAH VERITY COLLICA DAUGHTER OF BOARD MEMBER 97046 COMPENSATION PAID TO SARAH IN HER POSITION AS ADMINISTRATIVE DIRECTOR. 0 FREEMAN GROUP INC OWNED BY DIRECTOR 137864 PROJECT COORDINATOR FOR REBUILD OF CAMP 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT OF THE FORM 990 IS GIVEN TO THE CHIEF EXECUTIVE OFFICER AND THE BOARD TREASURER TO REVIEW AND A PUBLIC DISCLOSURE COPY IS PROVIDED TO THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND BOARD MEMBERS ARE ASKED ANNUALLY ABOUT CONFLICTS OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS OF THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE CHIEF EXECUTIVE OFFICER DETERMINES THE COMPENSATION OF HIS STAFF, BUT THE AMOUNTS ARE CONFIRMED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS UPON REQUEST.