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Nonprofiteer
← SHOLOM HOME WEST INC

Form 990 for tax year 2023

Filed by SHOLOM HOME WEST INC.

Totals

Total revenue
$21,511,866
Total expenses
$21,856,827
Contributions and grants received
$1,201,373
Grants paid
$57,338
Program service revenue
$20,246,979
Investment income
$22,197
Other revenue
$41,317
Total assets, end of year
$9,767,973
Total liabilities, end of year
$6,615,016
Net assets or fund balances, end of year
$3,152,957
Program services expenses (Part IX)
$19,319,762
Management and general expenses
$2,537,065
Fundraising expenses
$0
Program service expenses (Part III)
$19,319,762

Program services were 88.4% 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.

  • 1d · Related organizations

    $444,676

  • 1f · All other contributions, gifts and grants

    $756,697

  • 2a · Program service revenue: RESIDENT REVENUE

    total $20,246,979 · related or exempt $20,246,979

  • 3 · Investment income

    total $22,197 · excluded $22,197

  • 11a · Other revenue: MEALS

    total $26,061 · excluded $26,061

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $8,431 · excluded $8,431

  • 11c · Other revenue: BEAUTY SHOP

    total $6,825 · excluded $6,825

  • 11e · Other revenue, total

    $41,317

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $57,338 · program services $57,338

  • 7 · Other salaries and wages

    total $11,437,824 · program services $11,137,544 · management and general $300,280

  • 8 · Pension plan contributions

    total $234,635 · program services $225,051 · management and general $9,584

  • 9 · Other employee benefits

    total $704,425 · program services $675,652 · management and general $28,773

  • 10 · Payroll taxes

    total $856,605 · program services $821,616 · management and general $34,989

  • 11a · Fees: management

    total $2,004,811 · management and general $2,004,811

  • 11b · Fees: legal

    total $7,613 · management and general $7,613

  • 11g · Fees: other

    total $2,737,994 · program services $2,704,864 · management and general $33,130

  • 12 · Advertising and promotion

    total $1,219 · management and general $1,219

  • 13 · Office expenses

    total $295,972 · program services $249,302 · management and general $46,670

  • 16 · Occupancy

    total $564,141 · program services $560,223 · management and general $3,918

  • 17 · Travel

    total $4,955 · program services $4,801 · management and general $154

  • 19 · Conferences, conventions and meetings

    total $2,960 · management and general $2,960

  • 22 · Depreciation, depletion and amortization

    total $766,519 · program services $766,519

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $742,046 · program services $742,046

  • 24b · Other expenses: FOOD

    total $661,305 · program services $661,097 · management and general $208

  • 24c · Other expenses: SURCHARGE

    total $370,172 · program services $370,172

  • 24d · Other expenses: BAD DEBTS

    total $241,166 · program services $241,166

  • 24e · All other expenses

    total $165,127 · program services $102,371 · management and general $62,756

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $945,459 · end of year $493,341

  • 2 · Savings and temporary cash investments

    beginning of year $57,616 · end of year $89,284

  • 4 · Accounts receivable

    beginning of year $2,099,205 · end of year $2,426,677

  • 9 · Prepaid expenses and deferred charges

    beginning of year $32,935 · end of year $23,669

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

    $25,018,520

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

    $20,848,431

  • 10c · Land, buildings and equipment, net

    beginning of year $4,091,626 · end of year $4,170,089

  • 13 · Investments: program-related

    beginning of year $2,144,227 · end of year $2,468,575

  • 15 · Other assets

    beginning of year $86,653 · end of year $96,338

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,088,586 · end of year $1,013,691

  • 19 · Deferred revenue

    beginning of year $371,565 · end of year $378,513

  • 21 · Escrow or custodial account liability

    beginning of year $67,094 · end of year $80,849

  • 25 · Other liabilities

    beginning of year $4,756,906 · end of year $5,141,963

  • 27 · Net assets without donor restrictions

    beginning of year $977,430 · end of year $599,811

  • 28 · Net assets with donor restrictions

    beginning of year $2,196,140 · end of year $2,553,146

Mission and programs · 2023

Mission

SHOLOM IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING A BROAD CONTINUUM OF RESIDENTIAL, SOCIAL SERVICE, AND HEALTH CARE SERVICES PRIMARILY FOR OLDER ADULTS AND WITHIN A JEWISH ENVIRONMENT.

Activities or mission (Part I)

NURSING HOME FOR THE ELDERLY.

  • A 169-BED LICENSED CARE CENTER WITH SERVICES THAT INCLUDE 24-HOUR LICENSED NURSING STAFF (WITH RN SUPERVISION); SPEECH, PHYSICAL, AND OCCUPATIONAL THERAPY; DEMENTIA CARE, HOUSEKEEPING, MAINTENANCE AND LAUNDRY SERVICES, A WIDE VARIETY OF RECREATIONAL ACTIVITIES, RABBI/CHAPLAIN AND HOLIDAY SERVICES AND PROGRAMS, AND KOSHER MEALS; BEAUTY/BARBER SHOP; RESIDENT LOUNGES ON EACH WING; CLOSED CIRCUIT TV SYSTEMS; AND RESIDENT SECURITY SYSTEM. THE FACILITY ALSO PROVIDES COMMUNITY MEALS ON WHEELS.

    Expenses $19,319,762 · Grants $57,338 · Revenue $20,246,979

As filed on the 2023 return.

Listed in Part VII

  • Bob Meiches MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • David Nirenstein

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Doug Weissman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jeremy Pierotti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jerry Rudick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jon Stone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kim Wolson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Layne Rosen

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Linda Stein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Lisa Edstrom

    DIRECTOR (RESIGNED 1/30/2024)

    Total calculated
    $0
    Hours/week
    1
  • Lisa Furman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Marc Salita

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Mike Resig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Paul Schanfield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Renee Lampert

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Scott Seiler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sheryl Rutzick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Sonia Ungerman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ann Thole

    COO

    Total calculated
    $257,384
    From this org
    $0
    From related orgs
    $249,490
    Other
    $7,894
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,490 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,472 related
    Nontaxable benefits
    $0 + $422 related
    Filer's total
    $0 + $257,384 related
  • Barb Klick

    CEO

    Total calculated
    $419,730
    From this org
    $0
    From related orgs
    $397,536
    Other
    $22,194
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,536 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,937 related
    Nontaxable benefits
    $0 + $10,257 related
    Filer's total
    $0 + $419,730 related
  • David Berryman

    CFO

    Total calculated
    $272,471
    From this org
    $0
    From related orgs
    $254,785
    Other
    $17,686
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,785 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,993 related
    Nontaxable benefits
    $0 + $9,693 related
    Filer's total
    $0 + $272,471 related
  • Jim Newbrough

    CEO

    Total calculated
    $0
    Hours/week
    5 + 35 related
  • Aicha Talbi

    RN

    Total calculated
    $156,313
    From this org
    $156,131
    From related orgs
    $0
    Other
    $182
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,131
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $182
    Filer's total
    $156,313
  • Andrea Horvath

    ADMINISTRATOR

    Total calculated
    $174,806
    From this org
    $151,254
    From related orgs
    $0
    Other
    $23,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,254
    Bonus
    $0
    Other
    $0
    Deferred
    $5,054
    Nontaxable benefits
    $18,498
    Filer's total
    $174,806
  • Mama Golo

    LPN

    Total calculated
    $179,234
    From this org
    $161,637
    From related orgs
    $0
    Other
    $17,597
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,637
    Bonus
    $0
    Other
    $0
    Deferred
    $5,089
    Nontaxable benefits
    $12,508
    Filer's total
    $179,234
  • Rogers Ogwaya

    RN

    Total calculated
    $136,596
    From this org
    $135,317
    From related orgs
    $0
    Other
    $1,279
    Hours/week
    40
  • Vincent Nyaosi

    RN

    Total calculated
    $125,835
    From this org
    $121,997
    From related orgs
    $0
    Other
    $3,838
    Hours/week
    40

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

None.

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 3
THE CEO'S COMPENSATION IS DETERMINED BY SHOLOM COMMUNITY ALLIANCE, THE SOLE MEMBER OF SHOLOM HOME WEST. THE FOLLOWING WERE USED BY SHOLOM COMMUNITY ALLIANCE IN DETERMINING THE CEO'S COMPENSATION: 1. EXECUTIVE COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR EXECUTIVE COMMITTEE

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
30 July 2025
IRS schema version
2023v6.0
Source object
202512129349302006

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