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Nonprofiteer
← SHALOM INSTITUTE CAMP AND CONFERENCE CENTER

Form 990 for tax year 2023

Filed by SHALOM INSTITUTE CAMP AND CONFERENCE CENTER.

Totals

Total revenue
$7,877,161
Total expenses
$6,968,780
Contributions and grants received
$4,602,606
Grants paid
$364,000
Program service revenue
$2,034,639
Investment income
$1,239,916
Other revenue
$0
Total assets, end of year
$39,475,717
Total liabilities, end of year
$1,688,488
Net assets or fund balances, end of year
$37,787,229
Program services expenses (Part IX)
$5,648,046
Management and general expenses
$1,089,335
Fundraising expenses
$231,399
Program service expenses (Part III)
$5,648,046

Program services were 81.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $319,881

  • 1f · All other contributions, gifts and grants

    $4,282,725

  • 2a · Program service revenue: CAMP FEES

    total $1,975,105 · related or exempt $1,975,105

  • 2b · Program service revenue: RENTAL INCOME

    total $59,534 · related or exempt $59,534

  • 3 · Investment income

    total $743,473 · excluded $743,473

  • 7a · Gross sales of assets other than inventory

    securities $5,479,529

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

    securities $4,983,086

  • 7c · Gain or loss

    securities $496,443

  • 7d · Net gain or loss

    total $496,443 · excluded $496,443

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $364,000 · program services $364,000

  • 5 · Compensation of officers, directors and key employees

    total $258,918 · program services $194,188 · management and general $52,819 · fundraising $11,911

  • 6 · Compensation of disqualified persons

    total $93,160 · program services $69,870 · management and general $19,005 · fundraising $4,285

  • 7 · Other salaries and wages

    total $2,116,884 · program services $1,587,663 · management and general $431,844 · fundraising $97,377

  • 8 · Pension plan contributions

    total $83,552 · program services $62,664 · management and general $17,045 · fundraising $3,843

  • 9 · Other employee benefits

    total $192,928 · program services $144,696 · management and general $39,357 · fundraising $8,875

  • 10 · Payroll taxes

    total $178,980 · program services $134,235 · management and general $36,512 · fundraising $8,233

  • 11c · Fees: accounting

    total $32,505 · management and general $32,505

  • 11g · Fees: other

    total $342,781 · program services $315,454 · management and general $25,095 · fundraising $2,232

  • 12 · Advertising and promotion

    total $9,428 · program services $6,128 · management and general $1,886 · fundraising $1,414

  • 13 · Office expenses

    total $89,687 · program services $30,806 · management and general $54,591 · fundraising $4,290

  • 14 · Information technology

    total $3,838 · program services $1,919 · management and general $1,919

  • 16 · Occupancy

    total $1,326,275 · program services $1,080,568 · management and general $200,497 · fundraising $45,210

  • 17 · Travel

    total $400,660 · program services $366,212 · management and general $34,448

  • 20 · Interest

    total $16,690 · management and general $16,690

  • 22 · Depreciation, depletion and amortization

    total $223,437 · program services $193,596 · management and general $29,841

  • 23 · Insurance

    total $109,690 · program services $82,267 · management and general $22,377 · fundraising $5,046

  • 24a · Other expenses: FOOD

    total $352,380 · program services $334,761 · management and general $17,619

  • 24b · Other expenses: SUPPLIES

    total $293,758 · program services $269,476 · management and general $24,282

  • 24c · Other expenses: TAXES AND LICENSES

    total $254,412 · program services $241,691 · management and general $12,721

  • 24d · Other expenses: EQUIPMENT RENTAL

    total $149,752 · program services $149,752

  • 24e · All other expenses

    total $75,065 · program services $18,100 · management and general $18,282 · fundraising $38,683

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $422,590 · end of year $700,199

  • 2 · Savings and temporary cash investments

    end of year $90,387

  • 4 · Accounts receivable

    beginning of year $187,666 · end of year $198,203

  • 9 · Prepaid expenses and deferred charges

    beginning of year $44,058 · end of year $71,375

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

    $10,680,061

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

    $862,712

  • 10c · Land, buildings and equipment, net

    beginning of year $9,177,307 · end of year $9,817,349

  • 11 · Investments: publicly traded securities

    beginning of year $28,706,799 · end of year $28,207,204

  • 15 · Other assets

    beginning of year $190,000 · end of year $391,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $215,256 · end of year $274,420

  • 19 · Deferred revenue

    beginning of year $601,462 · end of year $606,279

  • 24 · Unsecured notes and loans payable

    beginning of year $1,032,854 · end of year $807,789

  • 27 · Net assets without donor restrictions

    beginning of year $35,710,342 · end of year $34,688,209

  • 28 · Net assets with donor restrictions

    beginning of year $1,168,506 · end of year $3,099,020

Mission and programs · 2023

Mission

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

  • 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

    Expenses $5,648,046 · Grants $364,000 · Revenue $2,034,639

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • William Kaplan

    EXECUTIVE DIRECTOR

    Total calculated
    $258,918
    From this org
    $141,419
    From related orgs
    $0
    Other
    $117,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,000
    Bonus
    $0
    Other
    $1,419
    Deferred
    $26,423
    Nontaxable benefits
    $91,076
    Filer's total
    $258,918

  • Mandy Danzan

    CDO

    Total calculated
    $174,350
    From this org
    $157,894
    From related orgs
    $0
    Other
    $16,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,894
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,456
    Filer's total
    $174,350

  • Joel Charnick

    CPO

    Total calculated
    $168,194
    From this org
    $150,585
    From related orgs
    $0
    Other
    $17,609
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $0
    Other
    $585
    Deferred
    $17,609
    Nontaxable benefits
    $0
    Filer's total
    $168,194

  • Elisa Becker

    COO

    Total calculated
    $150,045
    From this org
    $125,723
    From related orgs
    $0
    Other
    $24,322
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,000
    Bonus
    $0
    Other
    $723
    Deferred
    $15,853
    Nontaxable benefits
    $8,469
    Filer's total
    $150,045

  • Larry Cohen

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Arthur Verity

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Gil Breakman

    TREASURER/IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Susan Kushner

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Andrew Dunst

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Rodney Freeman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Gayle Goldman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Mick Horwitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Fran Jaffe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jacob Knobel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Sol Lipman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Ari Moss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Kimberly Schwarz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Clive Segil

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jacques Soriano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Andrea Spatz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • David Speiser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Sylvia Martin Stone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Adam Weiss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
WILLIAM KAPLAN, EXECUTIVE DIRECTOR, 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413209349312201

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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