Skip to content
Nonprofiteer
← SHALOM ORLANDO INC

Form 990 for tax year 2023

Filed by SHALOM ORLANDO INC.

Totals

Total revenue
$9,360,354
Total expenses
$8,199,816
Contributions and grants received
$2,476,995
Grants paid
$372,912
Program service revenue
$5,051,996
Investment income
$583,509
Other revenue
$1,247,854
Total assets, end of year
$14,984,796
Total liabilities, end of year
$1,460,394
Net assets or fund balances, end of year
$13,524,402
Program services expenses (Part IX)
$6,713,703
Management and general expenses
$1,000,927
Fundraising expenses
$485,186
Program service expenses (Part III)
$6,713,703

Program services were 81.9% 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.

  • 1b · Membership dues

    $450,299

  • 1f · All other contributions, gifts and grants

    $2,026,696

  • 2a · Program service revenue: PROGRAM SERVICES, TUITION/FEE

    total $4,856,782 · related or exempt $4,856,782

  • 2b · Program service revenue: TOP JEWISH FOUNDATION MGMT

    total $195,214 · related or exempt $195,214

  • 3 · Investment income

    total $583,509 · excluded $583,509

  • 6a · Gross rents

    real property $262,301

  • 6c · Rental income or loss

    real property $262,301

  • 6d · Net rental income or loss

    total $262,301 · related or exempt $262,301

  • 8a · Fundraising events: gross income

    $308,336

  • 8b · Fundraising events: direct expenses

    $105,856

  • 8c · Net income from fundraising events

    total $202,480

  • 11a · Other revenue: ERTC INCOME

    total $440,611 · related or exempt $440,611

  • 11b · Other revenue: OTHER INCOME

    total $342,462 · related or exempt $342,462

  • 11e · Other revenue, total

    $783,073

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $372,912 · program services $372,912

  • 5 · Compensation of officers, directors and key employees

    total $208,867 · program services $163,883 · management and general $28,400 · fundraising $16,584

  • 7 · Other salaries and wages

    total $3,867,561 · program services $3,034,596 · management and general $525,881 · fundraising $307,084

  • 8 · Pension plan contributions

    total $43,333 · program services $34,000 · management and general $5,892 · fundraising $3,441

  • 9 · Other employee benefits

    total $187,319 · program services $146,976 · management and general $25,470 · fundraising $14,873

  • 10 · Payroll taxes

    total $336,240 · program services $263,824 · management and general $45,719 · fundraising $26,697

  • 11a · Fees: management

    total $184,358 · program services $184,358

  • 11b · Fees: legal

    total $1,452 · program services $706 · management and general $686 · fundraising $60

  • 11c · Fees: accounting

    total $51,477 · program services $25,021 · management and general $24,323 · fundraising $2,133

  • 11d · Fees: lobbying

    total $27,027 · program services $13,137 · management and general $12,770 · fundraising $1,120

  • 11g · Fees: other

    total $210,941 · program services $207,105 · management and general $3,094 · fundraising $742

  • 12 · Advertising and promotion

    total $22,331 · program services $10,855 · management and general $10,553 · fundraising $923

  • 13 · Office expenses

    total $17,093 · program services $8,580 · management and general $7,215 · fundraising $1,298

  • 14 · Information technology

    total $265,011 · program services $128,809 · management and general $125,216 · fundraising $10,986

  • 16 · Occupancy

    total $998,218 · program services $898,396 · management and general $49,911 · fundraising $49,911

  • 17 · Travel

    total $10,059 · program services $4,889 · management and general $4,753 · fundraising $417

  • 19 · Conferences, conventions and meetings

    total $5,433 · program services $2,641 · management and general $2,567 · fundraising $225

  • 20 · Interest

    total $8,900 · program services $4,326 · management and general $4,205 · fundraising $369

  • 22 · Depreciation, depletion and amortization

    total $438,830 · program services $394,946 · management and general $21,942 · fundraising $21,942

  • 23 · Insurance

    total $165,438 · program services $80,412 · management and general $78,169 · fundraising $6,857

  • 24a · Other expenses: DIRECT PROGRAM EXPENSES

    total $415,782 · program services $408,221 · management and general $6,099 · fundraising $1,462

  • 24b · Other expenses: INDIRECT PROGRAM EXPENSES

    total $361,234 · program services $325,110 · management and general $18,062 · fundraising $18,062

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $588,119 · end of year $492,733

  • 2 · Savings and temporary cash investments

    beginning of year $428,916 · end of year $699,362

  • 3 · Pledges and grants receivable

    beginning of year $486,919 · end of year $364,508

  • 4 · Accounts receivable

    beginning of year $91,096 · end of year $95,954

  • 9 · Prepaid expenses and deferred charges

    beginning of year $217,391 · end of year $202,992

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

    $7,325,183

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

    $2,008,922

  • 10c · Land, buildings and equipment, net

    beginning of year $4,517,828 · end of year $5,316,261

  • 12 · Investments: other securities

    beginning of year $6,881,168 · end of year $7,517,551

  • 14 · Intangible assets

    beginning of year $30,241

  • 15 · Other assets

    beginning of year $191,481 · end of year $295,435

  • 17 · Accounts payable and accrued expenses

    beginning of year $322,525 · end of year $583,991

  • 19 · Deferred revenue

    beginning of year $565,684 · end of year $500,470

  • 24 · Unsecured notes and loans payable

    beginning of year $241,500 · end of year $163,500

  • 25 · Other liabilities

    beginning of year $108,479 · end of year $212,433

  • 27 · Net assets without donor restrictions

    beginning of year $5,955,045 · end of year $8,218,064

  • 28 · Net assets with donor restrictions

    beginning of year $6,239,926 · end of year $5,306,338

Mission and programs · 2023

Mission

TO NURTURE A UNIFIED JEWISH COMMUNITY THAT TRANSCENDS GENERATIONS AND NEIGHBORHOODS.

Activities or mission (Part I)

THE JEWISH FEDERATION IS THE PORTAL TO JEWISH LIFE IN CENTRAL FLORIDA. WE CONNECT MEMBERS OF OUR COMMUNITY BY SUPPORTING AND FUNDING OUTREACH, SOCIAL SERVICES AND SUPPORT FOR ISRAEL. WE PARTNER WITH WELL-ESTABLISHED AGENCIES IN THE JEWISH COMMUNITY, BUT WE'RE ALSO COMMITTED TO FUNDING NEW, INNOVATIVE INITIATIVES TO STRENGTHEN JEWISH LIFE IN CENTRAL FLORIDA. OUR MISSION IS TO NUTURE A UNIFIED JEWISH COMMUNIY THAT TRANSCENDS GENERATIONS AND NEIGHBORHOODS. OUR VISION IS TO ENGAGE JEWISH PEOPLE OF ALL AGES IN RELEVANT, MEANINGFUL WAYS THAT UNITE OUR COMMUNITY, ENHANCE JEWISH LIFE AND BUILD CULTURAL CONTINUITY FROM ONE GENERATION TO THE NEXT.

  • FACILITY MANAGEMENT - THE FEDERATION OWNS AND MAINTAINS THE CAMPUS, WHICH IS RENTED TO OTHER JEWISH NONPROFIT ORGANIZATIONS. FUNDRAISING TO CONNECT MEMBERS OF OUR COMMUNITY BY SUPPORTING AND FUNDING OUTREACH AND SOCIAL SERVICES, BOTH LOCALLY AND IN ISRAEL.

    Expenses $6,713,703 · Grants $372,912

As filed on the 2023 return.

Listed in Part VII

  • Stan Rubins

    CHAIR OF THE

    Total calculated
    $0
    Hours/week
    2

  • Andrew Gluck

    VP

    Total calculated
    $0
    Hours/week
    0.5

  • Ming Marx

    VP

    Total calculated
    $0
    Hours/week
    0.5

  • Brad Jacobs

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Diane Jacobs

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Craig Polejes

    IMM. PAST PR

    Total calculated
    $0
    Hours/week
    0.5

  • Dick Appelbaum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Debby Gendzier

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Bruce Gould

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Michael Levin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Danielle Krise

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jodi Krinker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Loren London

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Daniel Poris

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • David Spalter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Barbara Weinreich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Marc Sugerman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Scott Zimmerman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Rachel Greenspan

    EXECUTIVE DI

    Total calculated
    $0

  • Keith Dvorchik

    EXECUTIVE DI

    Total calculated
    $208,868
    From this org
    $208,868
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,868
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $208,868

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

  • 3 · Written employment contract
  • 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

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

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202501209349300040

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

The source document this was parsed from is served over the API, which is where bulk and document access live.