2024-05-10T06:31:06-05:00 2023-09-30 561965804 THOMAS JUDY & TUCKER PA 300 WEST MORGAN STREET SUITE 1450 DURHAM NC 27701 990 2022-10-01 581384316 DURHAM-CHAPEL HILL JEWISH FEDERATION DURH 9193544936 1937 W CORNWALLIS ROAD DURHAM NC 27705 BRYNA RAPP BOARD PRESIDENT 9193544949 2024-05-10 1 BRYNA RAPP 999009999 0 KRISTEN HOYLE CPA P00118964 9195717055 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRYNA RAPP 1937 W CORNWALLIS ROAD DURHAM NC 27705 9376594 0 X WWW.SHALOMDCH.ORG X 1998 NC WE SERVE AS A VIBRANT HUB WHERE EVERYONE BELONGS, NOURISHING THE ROOTS OF LOCAL JEWISH LIFE. 24 24 228 237 0 0 4734505 4624490 2057431 2936529 1056016 203667 168222 206055 8016174 7970741 543119 393148 0 0 2006664 2936904 0 0 227681 1635455 1968347 4185238 5298399 3830936 2672342 15860500 22023432 2830343 3425164 13030157 18598268 WE PROVIDE ENGAGING OPPORTUNITIES THAT DEEPEN JEWISH CONNECTIONS, KNOWLEDGE AND RELATIONS TO ISRAEL; SERVICES FOR HELPING THOSE IN NEED; PROGRAMS THAT FOSTER HEALTHY LIVING; AND PATHWAYS FOR CHARTIABLE GIVING. 0 0 1670400 127393 1219417 OUR HEALTHY LIVING DEPARTMENT CREATES PROGRAMS THAT ARE CRAFTED WITH THE WHOLE PERSON IN MIND, INCLUSIVE OF ALL AGES AND ABILITIES, FROM PHYSICAL FITNESS TO INTELLECTUAL GROWTH TO MENTAL WELLNESS TO COMMUNITY BELONGING. 1670654 127393 1219603 OUR ENGAGING DEPARTMENT , SERVING DURHAM, ORANGE, AND CHATHAM COUNTIES, JEWISH FOR GOOD HAS BEEN THE BACKBONE OF OUR LOCAL JEWISH COMMUNITY FOR DECADES AND, GROWING AND THRIVING NOW MORE THAN EVER BEFORE, WE STILL ARE. WE'RE HERE IN TIMES OF JOY AND CELEBRATION, IN TIMES OF SORROW AND MOURNING, THROUGH CHANGE AND STABILITY. WE'RE HERE FOR GOOD, SUPPORTING OUR JEWISH COMMUNITY FOR GENERATIONS TO COME. 942273 138362 687874 OUR HELPING DEPARTMENT OFFERS A COMPREHENSIVE RANGE OF SERVICES THAT HELP PEOPLE MEET LIFE'S CHALLENGES. GUIDED BY THE JEWISH VALUES OF COMMUNAL RESPONSIBILITY AND SOCIAL JUSTICE, WE ARE PASSIONATE ABOUT OUR COMMITMENT TO SERVING ALL MEMBERS OF THE COMMUNITY, REGARDLESS OF RACE, RELIGIOUS AFFILIATION, IDENTITY, AGE, OR ABILITY. WE DELIVER HIGH-QUALITY PROFESSIONAL SOCIAL SERVICES FOR ADULTS AND FAMILIES THROUGH ALL STAGES OF LIFE. WE STRIVE TO IMPROVE THE QUALITY OF LIFE BY PROVIDING AFFORDABLE SERVICES AND EDUCATIONAL WORKSHOPS THAT HELP FOSTER THE JEWISH TRADITION OF EMPOWERING PEOPLE TO CARE FOR THEMSELVES AND EACH OTHER. 4283327 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 228 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X X ADRIANA DEHRING 9193544951 1937 WEST CORNWALLIS RD DURHAM NC 27705 BRYNA RAPP PRESIDENT 4.00 X X 0 0 0 MICHAEL JAMES VICE PRESIDENT 3.00 X X 0 0 0 CHRISTY BROOKS SECRETARY 3.00 X X 0 0 0 CAROL HAYNES TREASURER 3.00 X X 0 0 0 ERIC WITTLE IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 ARI MEDOFF PRESIDENT ELECT 3.00 X X 0 0 0 PETER ORNSTEIN ALLOCIATIONS REPRESENTATIVE 1.00 X 0 0 0 LEAH AUSTIN GIVING RESPRESENTATIVE 1.00 X 0 0 0 DEB FRIEDMAN GOVERNANCE REPRESENTATIVE 1.00 X 0 0 0 SCOTT RANDELL HELPING REPRESENTATIVE 1.00 X 0 0 0 SHAHAR KOVALSKY ISREAL CENTER REPRESENTATIVE 1.00 X 0 0 0 HOWARD GLICKSMAN JCF REPRESENTATIVE 1.00 X 0 0 0 SUE EGNOTO LIVING REPRESENTATIVE 1.00 X 0 0 0 ROSE MILLS PERSONNEL REPRESENTATIVE 1.00 X 0 0 0 RABBI MATT SOFFER RABBI 1.00 X 0 0 0 RACHEL BEARMAN MEMBER AT LARGE 1.00 X 0 0 0 SHULA BERNARD MEMBER AT LARGE 1.00 X 0 0 0 JACOB KLAPPER MEMBER AT LARGE 1.00 X 0 0 0 LAURI KLEIN MEMBER AT LARGE 1.00 X 0 0 0 ALICE LEVINSON MEMBER AT LARGE 1.00 X 0 0 0 AMANDA MARIS MEMBER AT LARGE 1.00 X 0 0 0 ELLEN PIZER MEMBER AT LARGE 1.00 X 0 0 0 ELIZABETH SINGER MEMBER AT LARGE 1.00 X 0 0 0 IRENE SKOWRONEK MEMBER AT LARGE 1.00 X 0 0 0 JILL MADSEN CEO 40.00 X 163308 0 7124 163308 0 7124 1 0 1 0 0 18500 4605990 509543 4624490 MEMBERSHIP/DUES 900099 1266542 1266542 PROGRAM ACTIVITIES AND CLASSES 900099 1198727 1198727 TUITION REVENUE 900099 471260 471260 2936529 129340 129340 32610 0 32610 32610 32610 1316062 1241735 74327 74327 74327 55310 18500 72230 -16920 -16920 243135 91888 151247 151247 MISCELLANEOUS REVENUE 900099 39118 39118 39118 7970741 3126894 0 219357 343897 343897 49251 49251 185612 150418 26405 8789 2398895 1944038 341265 113592 679 550 97 32 100617 78420 16654 5543 251101 203489 35722 11890 21158 18195 1905 1058 50824 43709 4574 2541 32601 32601 221530 190175 20297 11058 43831 37695 3945 2191 154696 42904 110279 1513 137273 118054 12355 6864 282638 246005 23550 13083 1933 1933 104668 90015 9420 5233 375313 322769 33778 18766 87532 75277 7878 4377 MEMBERSHIP SERVICES 221194 190227 19907 11060 STAFF TRAINING & DEVELO 100662 86706 8972 4984 BAD DEBT EXPENSE 63700 63700 HADERA FUND 16500 16454 32 14 52294 33146 14055 5093 5298399 4283327 787391 227681 173953 616340 1261416 2623799 3654205 4997411 62298 143248 397770 28914 34681 14344087 4960518 6707909 9383569 3574035 4224384 15860500 22023432 121574 285087 109891 417199 2598878 2611524 0 111354 2830343 3425164 X 5934629 8161582 7095528 10436686 13030157 18598268 15860500 22023432 X 2672342 226533 2669236 X X 0 1 X 1 0 X 2078130 2378977 3690916 4670587 4624490 17443100 2078130 2378977 3690916 4670587 4624490 17443100 1064372 16378728 175161 165307 83630 110727 161950 696775 39809 93291 42946 172419 39118 387583 18527458 11069700 0.88400 0.85570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 3806425 1073080 371902 819108 4432299 4513855 653274 -950574 410130 3806425 3960478 516879 636819 600321 4513855 3537716 768196 175292 520726 3960478 3079538 628877 109692 280391 3537716 0.08834 0.53526 0.37639 0 0 976212 976212 11523458 4331381 7192077 985288 595364 389924 859129 33773 825356 9383569 FIXED INCOME SECURITIES 1588609 F MUTUAL FUNDS 2635775 F 4224384 FINANCE LEASE OBLIGATION 111354 111354 X 8220130 226533 55457 281990 7938140 32601 32601 7970741 5321255 55457 55457 5265798 32601 32601 5298399 PART V, LINE 4: THESE ARE DONOR ADVISED FUNDS FOR WHICH THE DONOR HAS ADVISORY PRIVILEGES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION UNDER IRS CODE SECTION 501(C)(3). IN ADDITION, THE ORGANIZATION HAS BEEN APPROVED UNDER INTERNAL REVENUE CODE FOR RECOGNITION AS A PUBLIC CHARITY AND NOT AS A PRIVATE FOUNDATION. AS OF SEPTEMBER 30, 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 55,457. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 55,457. FOOD FESTIVAL 35219 5000 30219 16773 KIDDUSH CUP 22505 6000 16505 16655 1 16086 7500 8586 38802 73810 18500 55310 72230 72230 -16920 1 ARTS CENTER 300 E MAIN STREET SUITE G CARRBORO NC 27510 510198497 501(C)(3) 25000 0 GENERAL SUPPORT BETH EL SYNAGOGUE 1004 WATTS STREET DURHAM NC 27701 560940184 501(C)(3) 131238 0 GENERAL SUPPORT DURHAM LITERACY CENTER FOUNDATION PO BOX 52209 DURHAM NC 27717 561479534 501(C)(3) 13850 0 GENERAL SUPPORT ELON UNIVERSITY 100 CAMPUS DR ELON NC 27244 560532303 501(C)(3) 6000 0 GENERAL SUPPORT FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON CENTER MA 02459 113485736 501(C)(3) 12500 0 GENERAL SUPPORT JOHN HOPKINS CENTER FOR INDIGENOUS HEALTH BLOOMBERG SCHOOL OF PUBLIC HEALT 615 N WOLFE STREET SUITE E2132 BALTIMORE MD 21205 520595110 501(C)(3) 6000 0 GENERAL SUPPORT JUDEA REFORM CONGREGATION 1933 W CORNWALLIS ROAD DURHAM NC 27705 561337018 501(C)(3) 26555 0 GENERAL SUPPORT KEHILLAH SYNAGOGUE 1200 MASON FARM RD CHAPEL HILL NC 27514 561976536 501(C)(3) 56704 0 GENERAL SUPPORT NC HILLEL FOUNDATION 210 W CAMERON AVE CHAPEL HILL NC 27516 566094521 501(C)(3) 21822 0 GENERAL SUPPORT PLANNED PARENTHOOD 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 501(C)(3) 7200 0 GENERAL SUPPORT MEMBERSHIP SCHOLARSHIPS 8410 EMERGENCY FINANCIAL ASSISTANCE FOR FOOD, SHELTER AND UTILITIES 28893 FOOD PANTRY DONATIONS 11448 COST PART I, LINE 2: FOR GRANTS TO ORGANIZATIONS, THE FEDERATION CONDUCTS A RIGOROUS APPLICATION PROCESS TO SCREEN GRANT RECIPIENTS INCLUDING SEEING ORGANIZATION FINANCIALS AND OTHER IMPACT METRICS. AT THE TIME OF THE NEXT YEAR'S APPLICATION, ORGANIZATIONS PROVIDE DETAILS ON HOW THE PREVIOUS YEAR'S GRANT FUNDS WERE SPENT AND PROVIDE DETAILS ABOUT ITS IMPACT. FOR GRANTS TO INDIVIDUALS, THE FEDERATION DOES MAINTAIN RECORDS THAT SUBSTANTIATE THE AMOUNT OF GRANTS AND THE GRANTEE'S ELIGIBILITY. THE DIRECTOR OF JEWISH FAMILY SERVICES, MEMBERSHIP DIRECTOR, AND CAMP DIRECTOR ARE RESPONSIBLE FOR THE TRACKING OF SCHOLARSHIPS AND FINANCIAL ASSISTANCE GIVEN. THE DIRECTORS DETERMINE ELIGIBILITY THROUGH 1) AN IN-PERSON ASSESSMENT AND 2) RECEIPT OF TWO BANK STATEMENTS OR TAX RETURNS AND DOCUMENTATION FROM INCOME SOURCES. THE DETERMINATION OF A GRANT IS AT THE DISCRETION OF THE DEPARTMENT DIRECTOR WHO IS RESPONSIBLE FOR PROVIDING DOCUMENTATION OF GRANTS TO THE CEO AND BOARD AS REQUESTED. CASH IS NEVER GIVEN TO AN INDIVIDUAL RATHER, A CHECK IS WRITTEN TO PAY A SPECIFIC VENDOR (RENT, UTILITIES, ETC) OR A NON-CASH SCHOLARSHIP IS GIVEN. NO INDIVIDUAL CAN RECEIVE MORE THAN $1,000 IN JFS ASSISTANCE PER YEAR, AND NO FAMILY CAN RECEIVE MORE THAN $2,000 PER YEAR. FOR FOOD PANTRY ASSISTANCE, AN INDIVIDUAL MUST PROVIDE PROOF OF RESIDENCE IN DURHAM/CHAPEL HILL, AND ALL ARE LIMITED TO TWO BAGS OF FOOD PER MONTH. THERE ARE NO INCOME RESTRICTIONS ON FOOD PANTRY ASSISTANCE. X X 0 0 0 0 0 0 0 0 0 JILL MADSEN CEO 163308 0 0 0 0 0 1300 0 5824 0 170432 0 0 0 X 34 509543 STOCK EXCHANGE VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 ANY JEWISH PERSON AND HIS OR HER SPOUSE OR DOMESTIC PARTNER, 18 YEARS OF AGE OR OVER, WHO LIVES IN DURHAM, CHAPEL HILL OR THEIR ENVIRONS AND WHO HAVE CONTRIBUTED TO THE FEDERATION IN THE PREVIOUS CALENDAR YEAR SHALL BE A MEMBER OF THE FEDERATION FOR THE FOLLOWING CALENDAR YEAR. NON-JEWISH SPOUSES AND DOMESTIC PARTNERS OF DECEASED JEWISH MEMBERS WHO HAVE CONTRIBUTED TO THE FEDERATION IN THE PREVIOUS CALENDAR YEAR SHALL BE MEMBERS OF THE FEDERATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE BOARD AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE ORGANIZATION'S BYLAWS THAT ARE APPROVED BY THE BOARD MUST ALSO BE APPROVED BY A VOTE OF TWO-THIRDS MAJORITY OF THE MEMBERS OF THE ORGANIZATION PRESENT AT AN ANNUAL MEETING OR AT A SPECIAL EVENT. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS SIGNED AND FILED AND A COPY OF THE RETURN IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY UPON APPOINTMENT EACH YEAR. THE BOARD IS REQUIRED TO UPDATE SAID CONFLICT OF INTEREST POLICY AND IT IS REVIEWED BY THE EXECUTIVE COMMITTEE. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, A BOARD MEMBER SHALL NOT PARTICIPATE IN ANY DISCUSSION DEBATE OF THE BOARD OF DIRECTORS, OR ANY COMMITTEE OR SUBCOMMITTEE THEREOF IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION, OR SITUATION IN WHICH THERE MAY BE A PERCEIVED OR ACTUAL CONFLICT OF INTEREST; HOWEVER, THEY MAY BE PRESENT TO PROVIDE CLARIFYING INFORMATION IN SUCH A DISCUSSION OR DEBATE UNLESS OBJECTED TO BY ANY PRESENT BOARD OR COMMITTEE MEMBER. ANYONE IN A POSITION TO MAKE DECISIONS ABOUT SPENDING THE ORGANIZATIONS RESOURCES (IE - TRANSACTIONS SUCH AS PURCHASES OR CONTRACTS) WHO ALSO STANDS TO BENEFIT FROM THAT DECISION, HAS A DUTY TO DISCLOSE THAT CONFLICT AS SOON AS IT ARISES (OR BECOMES APPARENT), HE OR SHE SHOULD NOT PARTICIPATE IN ANY FINAL DECISIONS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF CEO IS REVIEWED BY BOARD OF DIRECTORS, INDUSTRY EXPERTS, AND COMPARABILITY DATA. COMPENSATION FOR OTHER EMPLOYEES IS REVIEWED BY CEO & PERSONNEL COMMITTEE USING COMPARIBILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE DURHAM-CHAPEL HILL JEWISH FEDERATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR. FORM 990, PART XI, LINE 9: TRANSFER FROM LERNER SCHOOL MERGER 2,669,236. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM PRIOR YEAR.