2026-05-13T17:08:14-05:00 2025-06-30 393509305 SCHULMAN LOBEL ADVISORS LLC 1001 AVENUE OF THE AMERICAS NEW YORK NY 10018 990 2024-07-01 203099468 FRIENDS OF RODEPH SHOLOM SCHOOL INC FRIE 2123628800 7 WEST 83RD STREET NEW YORK NY 10024 MARC FRIED CHIEF FINANCIAL OFFICER 2123628800 2026-05-07 1 1 ADAM REISS P01776010 2128685781 2024 2025-03-06 01:10:19Z MARC FRIED 7 WEST 83RD STREET NEW YORK NY 10024 4795992 0 X WWW.RODEPHSHOLOM.ORG X 2005 NY TO SOLICIT AND MAINTAIN FUNDS FOR THE BENEFIT OF RODEPH SHOLOM SCHOOL. 24 24 0 35 0 0 3261865 3110815 57989 53273 187631 385866 0 0 3507485 3549954 2359766 2844968 0 0 0 0 0 0 292629 688893 742187 3048659 3587155 458826 -37201 12985471 14391195 458792 1193212 12526679 13197983 X THE ORGANIZATION WAS ESTABLISHED TO SOLICIT AND MAINTAIN FUNDS FOR EDUCATIONAL, CHARITABLE AND RELIGIOUS PURPOSES FOR THE BENEFIT OF RODEPH SHOLOM SCHOOL AND TO PROVIDE ORGANIZATIONAL STRUCTURE AND SUPPORT FOR THE SCHOOL'S PROGRAMS. 0 0 2918524 2844968 ANNUAL FUND APPEAL AND OTHER SPECIFIC PURPOSE FUND APPEALS TO RAISE MONEY TO FUND THE OPERATIONS OF RODEPH SHOLOM SCHOOL. (NET PROCEEDS OF THE FY 2025 ANNUAL FUND WILL BE GRANTED TO THE SCHOOL IN FY 2026). RODEPH SHOLOM SCHOOL (RSS) OFFERS A RARE AND VALUABLE EDUCATION TO A BROAD RANGE OF FAMILIES SEEKING A COMMUNITY OF SHARED BELIEFS. WITH OUR N-8 MODEL, WE NURTURE THE NATURAL LOVE OF LEARNING IN OUR YOUNGEST STUDENTS, BUILD THE STUDY HABITS AND SKILLS OF CHILDREN IN OUR ELEMENTARY DIVISION AND HELP OUR MIDDLE SCHOOL STUDENTS FIND THEIR INDIVIDUAL VOICES AS THEY PREPARE FOR SUCCESS IN HIGH SCHOOL AND BEYOND. OUR GRADUATES MATRICULATE TO TOP TIER HIGH SCHOOLS AND UNIVERSITIES WITH CONFIDENCE, POISE, AND A STRONG SENSE OF SELF ROOTED IN JEWISH BELIEFS AND VALUES. IT IS OUR UNIQUE BLEND OF ACADEMICS AND CHARACTER DEVELOPMENT THROUGH THE LENS OF REFORM JUDAISM THAT MAKES RSS A VERY SPECIAL PLACE WITHIN THE WORLD OF NEW YORK CITY INDEPENDENT SCHOOLS. AND IT IS OUR STRONG SENSE OF COMMUNITY FOSTERED BY OUR CONNECTION TO CONGREGATION RODEPH SHOLOM THAT SETS US APART. 191321 53273 THE PARENTS ASSOCIATION WHOSE ACTIVITIES INCLUDE CHALLAH SALES, BOOK FAIRS, SUNDAY OUTINGS TO SPORTING EVENTS, THEATRICAL PERFORMANCES, ETC. AND OTHER COMMUNITY BUILDING ACTIVITIES. 3109845 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X MARC FRIED 6464543060 7 WEST 83RD STREET NEW YORK NY 10024 KARA ABORN DIRECTOR 0.50 X 0 0 0 NANCY BACH DIRECTOR 0.50 X 0 0 0 TALIA DAY SECRETARY 1.00 X X 0 0 0 TINA DEUTSCH DIRECTOR 0.50 X 0 0 0 PETER EHRENBERG DIRECTOR 0.50 X 0 0 0 SARAH EISENMAN DIRECTOR 0.50 X 0 0 0 WILLIAM FRIEDLAND DIRECTOR 0.50 X 0 0 0 ELIOT HOROWITZ DIRECTOR 0.50 X 0 0 0 EILEEN KLEIMAN DIRECTOR 0.50 X 0 0 0 GHENA KORN VICE CHAIR 1.00 X X 0 0 0 MARCELO MESSER TREASURER 1.00 X X 0 0 0 HEATHER MORGAN DIRECTOR 0.50 X 0 0 0 MARC REGENBAUM DIRECTOR 0.50 X 0 0 0 SCOTT REISINGER DIRECTOR 0.50 X 0 0 0 DAVID RESNICK DIRECTOR 0.50 X 0 0 0 MICHAEL SAND CHAIR 1.00 X X 0 0 0 BRADY SCHNEIDER DIRECTOR 0.50 X 0 0 0 LISA SIEGEL DIRECTOR 0.50 X 0 0 0 SUZANNE WALTMAN DIRECTOR 0.50 X 0 0 0 EVAN FEINBERG ROTATED ON 724 DIRECTOR 0.50 X 0 0 0 ALLISON KAPUSTA ROT ON 724 DIRECTOR 0.50 X 0 0 0 ANN MELINGER ROTATED ON 724 DIRECTOR 0.50 X 0 0 0 BETH RUBIN ROTATED ON 724 DIRECTOR 0.50 X 0 0 0 MEREDITH SEGAL ROTATED ON 724 DIRECTOR 0.50 X 0 0 0 KAREN BANK ROTATED OFF 724 DIRECTOR 0.50 X 0 0 0 CINDY GAVIN ROTATED OFF 724 DIRECTOR 0.50 X 0 0 0 RONI JACOBSON ROTATED OFF 724 DIRECTOR 0.50 X 0 0 0 MARC FRIED CFO 4.00 36.00 X 0 332104 82571 LESLIE KUO DIRECTOR OF DEVELOPMENT 34.00 6.00 X 0 196988 28978 0 529092 111549 0 0 1 0 0 32175 3078640 237631 3110815 PA SALES INCOME 900099 53273 53273 53273 331208 331208 1300696 1246038 54658 54658 54658 3549954 53273 0 385866 X 2844968 2844968 332316 72936 259380 8515 8515 119966 20897 98479 590 81145 76769 470 3906 542 102 440 OTHER PROGRAM EXPENSES, 127060 127060 FACILITY & EQUIP. RENTA 33165 33165 BNK SVCE CHG & OTH FEES 20518 1727 3043 15748 SUPPLIES 12260 4631 371 7258 6700 628 765 5307 3587155 3109845 184681 292629 413570 376126 811785 1336478 349136 685169 49378 48873 24320 25961 2584510 2804360 8752772 9114228 12985471 14391195 55837 61315 402955 1131897 458792 1193212 X 1027218 924576 11499461 12273407 12526679 13197983 12985471 14391195 -37201 -31475 739980 X 0 1 X 1 0 X 3379535 1775321 1727070 3261865 3110815 13254606 3379535 1775321 1727070 3261865 3110815 13254606 1693149 11561457 94707 272488 150886 151392 331208 1000681 179665 51789 98693 330147 14585434 0.79270 0.85280 X FORM 990, PART VI, SECTION A, LINE 3 ACCOUNTING AND FINANCIAL MANAGEMENT IS HANDLED BY THE BUSINESS OFFICE OF CONGREGATION RODEPH SHOLOM (CRS) AND FUNDRAISING IS HANDLED BY THE DEVELOPMENT OFFICE OF RODEPH SHOLOM SCHOOL (RSS), A DIVISION OF CRS. FRIENDS OF RODEPH SHOLOM SCHOOL INC.( FRIENDS OF RSS) PAYS CRS A MANAGEMENT FEE FOR EACH. THE ORGANIZATION PAID A MANAGEMENT FEE OF $332,316 FOR FUNDRAISING AND $69,000 FOR ACCOUNTING AND FINANCIAL MANAGEMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10024231 918635 408853 10534013 9554675 10648 846244 387336 10024231 8444640 806897 716275 413137 9554675 9239061 453549 -981213 266757 8444640 5652821 1931011 1895900 240671 9239061 0.94345 0.05655 1 0 0 ASSETS HELD IN PERPETUITY 9114228 9114228 DUE TO RELATED ORGANIZATIONS 1131897 1131897 X 4249944 -31475 739980 708505 3541439 8515 8515 3549954 3578640 0 3578640 8515 8515 3587155 PART X, LINE 2: THE ORGANIZATION RECORDS A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS PROBABLE THAT A LOSS HAS BEEN INCURRED AND THE AMOUNT CAN BE REASONABLY ESTIMATED. THE ORGANIZATION CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION IS REQUIRED TO DISCLOSE UNRECOGNIZED TAX BENEFITS RESULTING FROM UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2025, THE ORGANIZATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES. THE ORGANIZATION OPERATES IN THE UNITED STATES AND IN STATE AND LOCAL JURISDICTIONS, AND THE PREVIOUS THREE YEARS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. THERE ARE PRESENTLY NO ONGOING INCOME TAX EXAMINATIONS. FORM 990, SCHEDULE D, PART XI, LINE 2D GAIN ON ASSETS HELD IN PERPETUAL TRUST 739,980 . FORM 990, SCHEDULE D, PART V, LINE 4 INVESTMENT INCOME GENERATED BY THE ENDOWMENT FUNDS WILL BE GRANTED TO RODEPH SHOLOM SCHOOL TO SUPPORT FACILITIES, FINANCIAL AID, TEACHER ENRICHMENT, PROGRAMS, AND OTHER INITIATIVES. 1 CONGREGATION RODEPH SHOLOM (RODEPH SHOLOM SCHOOL) 7 WEST 83RD STREET NEW YORK NY 10024 131628164 501(C)(3) 2844968 0 GENERAL SUPPORT FORM 990 SCHEDULE I PART I, LINE 2: FRIENDS OF RODEPH SHOLOM SCHOOL RAISES MONEY THIS YEAR TO GRANT TO RODEPH SHOLOM SCHOOL THIS YEAR AND NEXT YEAR. RODEPH SHOLOM SCHOOL APPLIES FOR THOSE GRANTS AT THE END OF 'NEXT' YEAR, SO IT HAS ALREADY SPENT THE MONEY THAT ENTITLES IT TO THE GRANT. THE GRANT REQUEST IS A REQUEST FOR REIMBURSEMENT OF ELIGIBLE EXPENSES. 0 0 0 0 0 0 0 0 0 MARC FRIED CFO 0 332104 0 0 0 0 0 49058 0 33513 0 414675 0 0 LESLIE KUO DIRECTOR OF DEVELOPMENT 0 196988 0 0 0 0 0 13789 0 15189 0 225966 0 0 FORM 990, SCHEDULE J ,PART I, LINE 3 THE COMPENSATION OF THE OFFICERS IS ESTABLISHED BY THE RELATED ENTITY CONGREGATION RODEPH SHOLOM. X 1243 237631 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 ACCOUNTING AND FINANCIAL MANAGEMENT IS HANDLED BY THE BUSINESS OFFICE OF CONGREGATION RODEPH SHOLOM (CRS) AND FUNDRAISING IS HANDLED BY THE DEVELOPMENT OFFICE OF RODEPH SHOLOM SCHOOL (RSS), A DIVISION OF CRS. FRIENDS OF RODEPH SHOLOM SCHOOL INC.(FRIENDS OF RSS) PAYS CRS A MANAGEMENT FEE FOR EACH. THE ORGANIZATION PAID A MANAGEMENT FEE OF $332,316 FOR FUNDRAISING AND $69,000 FOR ACCOUNTING AND FINANCIAL MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE BOARD OF FRIENDS OF RSS (FRSS) HAS EMPOWERED THE FRSS' AUDIT COMMITTEE TO REVIEW THE FORM 990. THE AUDIT COMMITTEE OF FRSS MEETS WITH SCHULMAN LOBEL, FRSS' TAX PROFESSIONALS, TO REVIEW THE FORM 990. SUBSEQUENT TO THAT MEETING, THE CFO OF FRSS/CRS WILL DISTRIBUTE COPIES OF THE FORM 990 TO THE BOARD OF FRSS ON BEHALF OF THE FRSS' AUDIT COMMITTEE. THE BOARD OF FRSS IS GIVEN AN OPPORTUNITY TO REVIEW THE FORM 990 AND ASK THE AUDIT COMMITTEE ANY QUESTIONS THAT THEY MAY HAVE ABOUT THE FORM 990. AFTER RECEIVING APPROVAL FROM THE BOARD OF FRIENDS OF RSS, THE CFO FILES THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS ON THE FRIENDS OF RSS BOARD, AS WELL AS THE OFFICERS, MUST FILL OUT A NEW CONFLICT OF INTEREST STATEMENT EACH YEAR. THESE STATEMENTS ARE REVIEWED BY THE CHAIR OF THE BOARD AND ANY POTENTIAL CONFLICTS ARE ADDRESSED ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY HAVE NOT TRADITIONALLY BEEN MADE AVAILABLE TO THE PUBLIC. THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO ANYONE WHO REQUESTS A COPY OF THEM, AND THEY ARE FILED ANNUALLY WITH THE CHARITIES BUREAU OF THE NEW YORK STATE DEPARTMENT OF LAW (WITH FORM CHAR 500). FORM 990, PART IX, LINE 24E POSTAGE AND PRINTING: PROGRAM SERVICE EXPENSES 628. MANAGEMENT AND GENERAL EXPENSES 146. FUNDRAISING EXPENSES 5,307. TOTAL EXPENSES 6,081. TELEPHONE, INTERNET, AND UTILITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 619. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 619. CONGREGATION RODEPH SHOLOM 7 WEST 83RD STREET NEW YORK NY 10024 131628164 SYNAGOGUE AND SCHOOL NY 501 (C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0