2026-04-04T11:42:40-05:00 2025-09-30 561965804 THOMAS JUDY & TUCKER PA 404 HUNT STREET SUITE 100 DURHAM NC 27701 990 2024-10-01 581384316 DURHAM-CHAPEL HILL JEWISH FEDERATION DURH 9193544936 1937 W CORNWALLIS ROAD DURHAM NC 27705 ARI MEDOFF BOARD PRESIDENT 9193544949 2026-04-04 1 0 KRISTEN HOYLE CPA P00118964 9195717055 2026-04-01 2024 2025-03-06 01:10:19Z ARI MEDOFF 1937 W CORNWALLIS ROAD DURHAM NC 27705 12233869 0 X WWW.SHALOMDCH.ORG X 1998 NC WE SERVE AS A VIBRANT HUB WHERE EVERYONE BELONGS, NOURISHING THE ROOTS OF LOCAL JEWISH LIFE. 25 25 399 279 0 0 3364854 3899717 4720843 5665013 204636 261697 194261 166055 8484594 9992482 1073146 1150926 0 0 4692954 5943905 0 0 330974 2642845 2812305 8408945 9907136 75649 85346 26424870 27203258 6934198 7344802 19490672 19858456 X 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 4237779 402823 2749675 JEWISH FOR GOOD'S LEARNING DEPARTMENT SERVES CHILDREN FROM NEWBORNS TO 5TH GRADE, PROVIDING A COMPREHENSIVE AND IMMERSIVE JEWISH EDUCATIONAL EXPERIENCE. 1826974 287732 1185429 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. 1697117 287731 1101171 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. 1199891 172639 778547 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. 1199891 172639 778547 8961761 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 0 399 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 ARI MEDOFF PRESIDENT 4.00 X X 0 0 0 ELIZABETH SINGER VICE PRESIDENT 3.00 X X 0 0 0 CHRISTY BROOKS SECRETARY 3.00 X X 0 0 0 CHARLOTTE KROPFF TREASURER 3.00 X X 0 0 0 BRYNA RAPP IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 ELLEN PIZER PRESIDENT ELECT 3.00 X X 0 0 0 PETER ORNSTEIN ALLOCATIONS REPRESENTATIV 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 REPRESENTATI 1.00 X 0 0 0 MARJ WOLF LIVING REPRESENTATIVE 1.00 X 0 0 0 ROSE MILLS PERSONNEL REPRESENTATIVE 1.00 X 0 0 0 RABBI SOLOMON HOFFMAN RABBI 1.00 X 0 0 0 MICHAEL MICKEY ESHEL 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 DAN NORBER MEMBER AT LARGE 1.00 X 0 0 0 JOSH ZARKIN MEMBER AT LARGE 1.00 X 0 0 0 IRENE SKOWRONEK MEMBER AT LARGE 1.00 X 0 0 0 JEFF KOWEEK DEVELOMENT REPRESENTATIVE 1.00 X 0 0 0 JAN TUCHINSKY FOUNDATION REPRESENTATIVE 1.00 X 0 0 0 MICHAEL JAMES BUILDING & GROUNDS REPRESE 1.00 X 0 0 0 TAMMY KOM LEARNING REPRESENTATIVE 1.00 X 0 0 0 ALAN METZ MEMBER AT LARGE 1.00 X 0 0 0 JILL MADSEN CEO 40.00 X 200577 0 8909 200577 0 8909 1 0 1 0 0 30875 180639 3688203 1365837 3899717 TUITION REVENUE 900099 2623238 2623238 PROGRAM ACTIVITIES AND CLASSES 900099 1547184 1547184 MEMBERSHIP/DUES 900099 1494591 1494591 5665013 129974 129974 20983 0 20983 20983 20983 2187984 2056261 131723 131723 131723 61814 30875 66551 -4737 -4737 233083 118575 114508 114508 MISCELLANEOUS REVENUE 900099 35301 35301 35301 9992482 5814822 0 277943 993717 993717 157209 157209 227718 215267 4404 8047 4923848 4654623 95228 173997 56566 53473 1094 1999 328377 310422 6351 11604 407396 385121 7879 14396 29300 25198 2637 1465 42261 42261 477885 412224 41981 23680 37854 32555 3407 1892 252768 47764 202385 2619 138322 118957 12449 6916 451322 395760 35718 19844 9051 9051 239762 206195 21579 11988 580341 499093 52231 29017 135814 117141 12004 6669 MEMBERSHIP SERVICES 257981 221864 23218 12899 STAFF TRAINING & DEVELO 60169 52519 4918 2732 DESIGN PLANNING 32703 32703 MEMBERSHIP DUES 24187 20800 2177 1210 42585 32808 9777 9907136 8961761 614401 330974 365959 482065 886787 1736069 4464586 3219904 248307 151502 34681 37558 21321822 5962565 15369933 15359257 5054617 5208402 0 1008501 26424870 27203258 287163 386832 226457 180731 6342679 6735677 77899 41562 6934198 7344802 X 9962331 10400422 9528341 9458034 19490672 19858456 26424870 27203258 85346 282438 0 X X 0 1 X 1 0 X 3690916 4670587 4624490 3364854 3899717 20250564 3690916 4670587 4624490 3364854 3899717 20250564 2264861 17985703 83630 110727 161950 181129 150957 688393 42946 172419 39118 29852 35301 319636 21258593 18153499 0.84600 0.87700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 5149713 591258 450255 914577 5276649 4432299 704673 970344 957603 5149713 3806425 1073080 371902 819108 4432299 4513855 653274 -950574 410130 3806425 3960478 516879 636819 600321 4513855 0.09200 0.53000 0.37800 0 0 976212 976212 19283267 5211241 14072026 1011013 717551 293462 51330 33773 17557 15359257 FIXED INCOME SECURITIES 1775191 F MUTUAL FUNDS 3433211 F 5208402 FINANCE LEASE OBLIGATION 41562 41562 X 10296603 282438 63944 346382 9950221 42261 42261 9992482 9928819 63944 63944 9864875 42261 42261 9907136 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, 2025, 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 63,944. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 63,944. KIDDUSH CUP 26682 4500 22182 590 11427 10645 FOOD FEST 22757 22757 1675 289 643 2 43250 26375 16875 522 15851 950 23959 92689 30875 61814 590 13624 16140 950 35247 66551 -4737 1 BETH EL SYNAGOGUE 1004 WATTS STREET DURHAM NC 27701 560940184 501(C)(3) 187795 0 GENERAL SUPPORT KEHILLAH SYNAGOGUE 1200 MASON FARM RD CHAPEL HILL NC 27514 561976536 501(C)(3) 65286 0 GENERAL SUPPORT UNC HEALTH FOUNDATION 123 WEST FRANKLIN STREET 510 CHAPEL HILL NC 27516 566057494 501(C)(3) 35000 0 GENERAL SUPPORT JUDEA REFORM CONGREGATION 1933 W CORNWALLIS ROAD DURHAM NC 27705 561337018 501(C)(3) 33676 0 GENERAL SUPPORT FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON CENTER MA 02459 113485736 501(C)(3) 15000 0 GENERAL SUPPORT NC HILLEL FOUNDATION 210 W CAMERON AVE CHAPEL HILL NC 27516 566094521 501(C)(3) 13174 0 GENERAL SUPPORT PLANNED PARENTHOOD SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 561282557 501(C)(3) 11933 0 GENERAL SUPPORT TRIANGLE JEWISH CHORALE PO BOX 51974 DURHAM NC 27717 113716804 501(C)(3) 9000 0 GENERAL SUPPORT DURHAM LITERACY CENTER FOUNDATION PO BOX 52209 DURHAM NC 27717 561479534 501(C)(3) 6950 0 GENERAL SUPPORT TRIANGLE LAND CONSERVANCY 520 S DUKE STREET DURHAM NC 27701 581514406 501(C)(3) 6500 0 GENERAL SUPPORT URBAN MINISTRIES OF DURHAM 410 LIBERTY STREET DURHAM NC 27701 581505891 501(C)(3) 6000 0 GENERAL SUPPORT MEMBERSHIP SCHOLARSHIPS 12 8708 COST EMERGENCY FINANCIAL ASSISTANCE FOR FOOD, SHELTER AND UTILITIES 174 38060 COST FOOD PANTRY DONATIONS 13602 COST EXTRACURRICULAR SCHOLARSHIPS 15 24985 SCHOLARSHIPS ECLC 3 71853 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 200577 0 0 0 0 0 2600 0 6309 0 209486 0 0 0 X 18 1365837 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 XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED FROM PRIOR YEAR.