Nonprofit · EIN 58-1477833
FOUNDATION OF SHALOM PARK INC
Tax-exempt · CHARLOTTE, NC 28226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,715,705 | $6,654,699 | -$938,994 | $33,922,145 | $1,355,823 | $32,566,322 |
| December 31, 2024 | 990 | $7,156,788 | $5,937,467 | $1,219,321 | $33,396,320 | $1,675,015 | $31,721,305 |
| December 31, 2023 | 990 | $6,042,849 | $6,265,136 | -$222,287 | $33,012,921 | $1,429,807 | $31,583,114 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,685,067
- Program service revenue
- $3,962,638
- Investment income
- $68,000
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $213,343
- Other salaries and wages
- $2,269,936
- Salaries, compensation and benefits (total)
- $2,483,279
- Professional fundraising fees
- $0
- Depreciation
- $1,994,865
- Program services (functional)
- $5,217,237
- Management and general (functional)
- $1,098,996
- Fundraising (functional)
- $338,466
Balance sheet and other
- Total assets, start of year
- $33,396,320
- Total assets, end of year
- $33,922,145
- Total liabilities, end of year
- $1,355,823
- Net assets, end of year
- $32,566,322
- Land, buildings and equipment
- $18,080,559
- Net assets without donor restrictions
- $27,503,385
- Net assets with donor restrictions
- $5,062,937
- Gross receipts
- $5,715,705
- Employees
- 40
- Volunteers
- 33
- Year formed
- 1980
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Terri Beattie | Executive Dir. Officer | 40 | $196,906 | $16,437 |
| Dario Rojas | Director of Facili | 40 | $113,242 | $12,079 |
| Kina Watkins | Director of HR | 40 | $108,285 | $14,630 |
| Chris Dozier | Director of Safety | 40 | $115,988 | $3,082 |
| Adam Bernstein | President Trustee or director, Officer | 1 | $0 | $0 |
| Annie Lord | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Michael Scharf | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Rick Glaser | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Michael Raffler | Director Trustee or director | 0.25 | $0 | $0 |
| Bill Zimmern | Director Trustee or director | 0.25 | $0 | $0 |
| Scott Menaker | Director Trustee or director | 0.25 | $0 | $0 |
| Derek Raghaven | Director Trustee or director | 0.25 | $0 | $0 |
| Tera Spil | Director Trustee or director | 0.25 | $0 | $0 |
| Eliza Carney | Director Trustee or director | 0.25 | $0 | $0 |
| Alan Blumenthal | Director Trustee or director | 0.25 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lizzette Khodak | Director Trustee or director | 0.25 | $0 |
| Rachel Rifkind | Director Trustee or director | 0.25 | $0 |
| Andrew Bernstein | Director Trustee or director | 0.25 | $0 |
| Slade Goldstein | Director Trustee or director | 0.25 | $0 |
| Amy Vitner | Director Trustee or director | 0.25 | $0 |
| Lisa Starusse Levinson | Director Trustee or director | 0.25 | $0 |
| Liz Naman | Director Trustee or director | 0.25 | $0 |
| Ben Benson | Director Trustee or director | 0.25 | $0 |
| Jesse Oppenheim | Director Trustee or director | 0.25 | $0 |
| Amy Udoff | Director Trustee or director | 0.25 | $0 |
| Tommy Mann | Director Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Terri Beattie | Executive Dir. Trustee or director | 40 | $198,824 | $13,578 |
| Kate Bernard | Director of Finance and Admin. | 40 | $100,480 | $3,017 |
| Adam Bernstein | President Trustee or director, Officer | 1 | $0 | $0 |
| Annie Lord | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Jennifer Collman | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Rick Glaser | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Jack Levinson | Director Trustee or director | 0.25 | $0 | $0 |
| Alan Blumenthal | Director Trustee or director | 0.25 | $0 | $0 |
| Scott Menaker | Director Trustee or director | 0.25 | $0 | $0 |
| Derek Raghaven | Director Trustee or director | 0.25 | $0 | $0 |
| Tera Spil | Director Trustee or director | 0.25 | $0 | $0 |
| Eliza Carney | Director Trustee or director | 0.25 | $0 | $0 |
| Todd Gorelick | Director Trustee or director | 0.25 | $0 | $0 |
| Michael Scharf | Director Trustee or director | 0.25 | $0 | $0 |
| Lizzette Khodak | Director Trustee or director | 0.25 | $0 | $0 |
| Jeff Richek | Director Trustee or director | 0.25 | $0 | $0 |
| Andrew Bernstein | Director Trustee or director | 0.25 | $0 | $0 |
| Slade Goldstein | Director Trustee or director | 0.25 | $0 | $0 |
| Amy Vitner | Director Trustee or director | 0.25 | $0 | $0 |
| Lisa Starusse Levinso | Director Trustee or director | 0.25 | $0 | $0 |
| Liz Naman | Director Trustee or director | 0.25 | $0 | $0 |
| Ben Benson | Director Trustee or director | 0.25 | $0 | $0 |
| Jesse Oppenheim | Director Trustee or director | 0.25 | $0 | $0 |
| Amy Udoff | Director Trustee or director | 0.25 | $0 | $0 |
| Tommy Mann | Director Trustee or director | 0.25 | $0 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Glaser | Prior President Trustee or director, Officer | 25 | $0 |
| Annie Lord | Vice President Trustee or director, Officer | 1 | $0 |
| Jack Levinson | Director Trustee or director | 1 | $0 |
| Alan Blumenthal | Director Trustee or director | 1 | $0 |
| Jennifer Collman | Treasurer Trustee or director, Officer | 1 | $0 |
| Amy Udoff | Director Trustee or director | 1 | $0 |
| Lisa Strausse Levinson | Director Trustee or director | 1 | $0 |
| AJ Secrist | Secretary Trustee or director, Officer | 1 | $0 |
| Scott Menaker | Director Trustee or director | 1 | $0 |
| Todd Gorelick | Vice President Trustee or director, Officer | 10 | $0 |
| Derek Raghavan | Director Trustee or director | 1 | $0 |
| Tara Spill | Director Trustee or director | 1 | $0 |
| Gabe Mathless | Director Trustee or director | 2 | $0 |
| Risa Miller | Director Trustee or director | 1 | $0 |
| Adina Loewensteiner | Director Trustee or director | 1 | $0 |
| Adam Bernstein | President Trustee or director, Officer | 5 | $0 |
| Terri Beattie | Executive Dir. Trustee or director, Officer | 40 | $0 |
| Jeff Richek | Director Trustee or director | 1 | $0 |
| Raizel Kahn | Director Trustee or director | 2 | $0 |
| Ben Benson | Director Trustee or director | 2 | $0 |
| Andrew Bernstein | Director Trustee or director | 1 | $0 |
| Stephanie Haynes | Director Trustee or director | 1 | $0 |
| Amy Vitner | Director Trustee or director | 1 | $0 |
| Alan Kronovet | Director Trustee or director | 1 | $0 |
| Jen Rosen | Director Trustee or director | 1 | $0 |
| Teresa Brenner | Director Trustee or director | 2 | $0 |
| David Miller | Director Trustee or director | 1 | $0 |
| Jesse Oppenheim | Director Trustee or director | 1 | $0 |
| Tommy Mann | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5007 PROVIDENCE RD, CHARLOTTE, NC 28226-5849
- Principal officer (990 for 2025)
- Adam Bernstein, 5007 Providence Road, Charlotte, NC 282265849
- Signed the 990
- Adam Bernstein, President
- Phone
- (704) 944-6841
- Return prepared by
- Foard and Company PA
Mission
To own, operate, maintain, renovate and construct the properties & facilities of Shalom Park on behalf of the Jewish community.
Program accomplishments
- Provides facilities for the religious, educational, and recreational benefit of members of the Jewish community and other local residents.Expenses $5,217,237
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1477833
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N500)
- Assets (IRS master file)
- $33,922,145
- Income (IRS master file)
- $5,715,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,715,705 | $6,654,699 | $33,922,145 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $7,156,788 | $5,937,467 | $33,396,320 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $6,042,849 | $6,265,136 | $33,012,921 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $5,338,586 | $4,070,440 | $32,483,749 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | $4,099,264 | $4,788,197 | $31,348,548 | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1477833).
Questions about FOUNDATION OF SHALOM PARK INC
- What is the EIN of FOUNDATION OF SHALOM PARK INC?
- The employer identification number (EIN) of FOUNDATION OF SHALOM PARK INC is 58-1477833.
- Is FOUNDATION OF SHALOM PARK INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to FOUNDATION OF SHALOM PARK INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION OF SHALOM PARK INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FOUNDATION OF SHALOM PARK INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION OF SHALOM PARK INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FOUNDATION OF SHALOM PARK INC?
- The 990 for the year ended December 31, 2025 names Adam Bernstein.
- Who are the officers and directors of FOUNDATION OF SHALOM PARK INC?
- The 990 for the year ended December 31, 2025 lists 26 people; 4 received compensation from the organization, the highest $196,906 (Terri Beattie, Executive Dir.).
- How much revenue does FOUNDATION OF SHALOM PARK INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,715,705, expenses of $6,654,699 and total assets of $33,922,145 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Recreation and sports