Form 990 for tax year 2025

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $275,151

• 1d · Related organizations

  $142,467

• 1e · Government grants (contributions)

  $1,192,286

• 1f · All other contributions, gifts and grants

  $253,830

• 2a · Program service revenue: RESIDENT SERVICES

  total $19,754,169 · related or exempt $19,754,169

• 2b · Program service revenue: ANCILLARY SERVICES

  total $59,905 · related or exempt $59,905

• 3 · Investment income

  total $137,341 · excluded $137,341

• 7b · Less cost or other basis and sales expenses

  other assets $48,178

• 7c · Gain or loss

  other assets -$48,178

• 7d · Net gain or loss

  total -$48,178 · excluded -$48,178

• 8a · Fundraising events: gross income

  $23,770

• 8a · Fundraising events: contributions included on line 1c

  $275,151

• 8b · Fundraising events: direct expenses

  $30,145

• 8c · Net income from fundraising events

  total -$6,375 · excluded -$6,375

• 11a · Other revenue: OTHER REVENUE

  total $16,453 · excluded $16,453

• 11e · Other revenue, total

  $16,453

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $1,120,347 · program services $1,120,347

• 5 · Compensation of officers, directors and key employees

  total $610,555 · program services $161,600 · management and general $298,000 · fundraising $150,955

• 7 · Other salaries and wages

  total $10,749,659 · program services $9,929,809 · management and general $819,850

• 8 · Pension plan contributions

  total $209,314 · program services $195,845 · management and general $13,469

• 9 · Other employee benefits

  total $716,925 · program services $647,689 · management and general $65,694 · fundraising $3,542

• 10 · Payroll taxes

  total $934,379 · program services $831,597 · management and general $93,438 · fundraising $9,344

• 11b · Fees: legal

  total $48,772 · management and general $48,772

• 11c · Fees: accounting

  total $56,654 · management and general $56,654

• 11g · Fees: other

  total $2,474,249 · program services $2,202,082 · management and general $247,425 · fundraising $24,742

• 12 · Advertising and promotion

  total $23,168 · program services $20,619 · management and general $2,317 · fundraising $232

• 13 · Office expenses

  total $132,843 · program services $118,231 · management and general $13,284 · fundraising $1,328

• 14 · Information technology

  total $238,022 · program services $211,840 · management and general $23,802 · fundraising $2,380

• 16 · Occupancy

  total $552,794 · program services $491,987 · management and general $55,279 · fundraising $5,528

• 17 · Travel

  total $110,149 · program services $98,033 · management and general $11,015 · fundraising $1,101

• 20 · Interest

  total $119,190 · program services $106,079 · management and general $11,919 · fundraising $1,192

• 22 · Depreciation, depletion and amortization

  total $1,365,110 · program services $1,214,948 · management and general $136,511 · fundraising $13,651

• 23 · Insurance

  total $387,798 · program services $345,140 · management and general $38,780 · fundraising $3,878

• 24a · Other expenses: SUPPLIES

  total $1,557,833 · program services $1,557,833

• 24b · Other expenses: REPAIRS AND MAINTENANCE

  total $256,302 · program services $228,109 · management and general $25,630 · fundraising $2,563

• 24c · Other expenses: EDUCATION

  total $64,784 · program services $57,658 · management and general $6,478 · fundraising $648

• 24d · Other expenses: EMPLOYEE EXPENSES

  total $56,176 · program services $49,996 · management and general $5,618 · fundraising $562

• 24e · All other expenses

  total $122,718 · program services $109,220 · management and general $12,272 · fundraising $1,226

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $466,355 · end of year $969,653

• 2 · Savings and temporary cash investments

  beginning of year $29,957 · end of year $26,795

• 3 · Pledges and grants receivable

  beginning of year $202,043 · end of year $136,100

• 4 · Accounts receivable

  beginning of year $1,010,548 · end of year $762,586

• 9 · Prepaid expenses and deferred charges

  beginning of year $225,942 · end of year $213,696

• 10a · Land, buildings and equipment: cost or other basis

  $31,064,978

• 10b · Land, buildings and equipment: accumulated depreciation

  $21,450,746

• 10c · Land, buildings and equipment, net

  beginning of year $10,088,510 · end of year $9,614,232

• 17 · Accounts payable and accrued expenses

  beginning of year $1,289,464 · end of year $1,929,547

• 19 · Deferred revenue

  beginning of year $12,450 · end of year $11,000

• 21 · Escrow or custodial account liability

  beginning of year $29,957 · end of year $26,795

• 23 · Secured mortgages and notes payable

  beginning of year $2,407,083 · end of year $1,612,393

• 25 · Other liabilities

  beginning of year $35,650 · end of year $25,268

• 27 · Net assets without donor restrictions

  beginning of year $8,054,188 · end of year $7,892,888

• 28 · Net assets with donor restrictions

  beginning of year $194,563 · end of year $225,171

The filer's explanations (Part III)

PART I, LINE 7

BONUSES FOR MANAGEMENT TEAM ARE RECOMMENDED BY THE CEO (2025 WAS BASED ON PERCENTAGE OF THE BASE SALARY AT DIFFERENT TIERS) TO THE BOARD CHAIR. THE BOARD CHAIR, IN CONSULTATION WITH OFFICERS, EITHER RECOMMENDS REVISION OR APPROVES THEM AND THEN THE BONUSES ARE PROCESSED THROUGH PAYROLL.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

• SHALOM CARES WELLNESS CENTER LLC

  FITNESS AND THERAPY · CO · income $218,327 · assets $4,049,364

  Directly controlled by BETH ISRAEL FOUNDATION FOR THE AGED