Civic Intelligence

Jewish Community Association of Austin

EIN 74-1469465 • 501(c)3 • Austin, TX

Profile

To enhance the quality of jewish life in the greater austin area and around the world, through charitable, educational and other endeavors.

7300 Hart LaneAustin, TX 78731

www.shalomaustin.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.25x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.14x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

58th percentile

7.6%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

26%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,682,479

Up $2,436,145 (+22%) from 2023

Liabilities

Up

$3,457,503

Up $298,061 (+9.4%) from 2023

Net Assets

Up

$10,224,976

Up $2,138,084 (+26%) from 2023

Revenue

Up

$25,370,879

Up $5,162,820 (+26%) from 2023

Expenses

Up

$23,453,764

Up $4,430,568 (+23%) from 2023

Net Income

Up

$1,917,115

Up $732,252 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $2,992,570Liabilities 2010: $1,119,492Net Assets 2010: $1,873,0782010Assets 2011: $3,104,609Liabilities 2011: $1,253,160Net Assets 2011: $1,851,4492011Assets 2012: $3,464,717Liabilities 2012: $1,243,803Net Assets 2012: $2,220,9142012Assets 2013: $4,276,039Liabilities 2013: $1,802,626Net Assets 2013: $2,473,4132013Assets 2014: $3,880,861Liabilities 2014: $1,209,090Net Assets 2014: $2,671,7712014Assets 2015: $3,665,055Liabilities 2015: $1,191,541Net Assets 2015: $2,473,5142015Assets 2016: $3,364,361Liabilities 2016: $2,988,417Net Assets 2016: $375,9442016Assets 2017: $3,489,243Liabilities 2017: $3,060,316Net Assets 2017: $428,9272017Assets 2018: $3,091,208Liabilities 2018: $2,968,705Net Assets 2018: $122,5032018Assets 2019: $4,072,489Liabilities 2019: $3,015,943Net Assets 2019: $1,056,5462019Assets 2020: $5,835,372Liabilities 2020: $4,457,312Net Assets 2020: $1,378,0602020Assets 2021: $8,435,174Liabilities 2021: $4,604,795Net Assets 2021: $3,830,3792021Assets 2022: $9,768,640Liabilities 2022: $2,866,611Net Assets 2022: $6,902,0292022Assets 2023: $11,246,334Liabilities 2023: $3,159,442Net Assets 2023: $8,086,8922023Assets 2024: $13,682,479Liabilities 2024: $3,457,503Net Assets 2024: $10,224,9762024

Highlighted filing

2024

Assets$13,682,479
Liabilities$3,457,503
Net Assets$10,224,976

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2010: $9,562,597Expenses 2010: $9,571,391Net Income 2010: -$8,7942010Revenue 2011: $10,189,110Expenses 2011: $10,210,739Net Income 2011: -$21,6292011Revenue 2012: $11,040,780Expenses 2012: $10,671,315Net Income 2012: $369,4652012Revenue 2013: $14,030,816Expenses 2013: $13,778,317Net Income 2013: $252,4992013Revenue 2014: $13,291,548Expenses 2014: $13,093,188Net Income 2014: $198,3602014Revenue 2015: $13,185,867Expenses 2015: $13,384,121Net Income 2015: -$198,2542015Revenue 2016: $13,008,694Expenses 2016: $13,606,228Net Income 2016: -$597,5342016Revenue 2017: $13,164,225Expenses 2017: $13,111,241Net Income 2017: $52,9842017Revenue 2018: $13,114,915Expenses 2018: $13,424,579Net Income 2018: -$309,6642018Revenue 2019: $14,134,769Expenses 2019: $13,318,650Net Income 2019: $816,1192019Revenue 2020: $10,861,650Expenses 2020: $10,890,132Net Income 2020: -$28,4822020Revenue 2021: $13,067,909Expenses 2021: $10,615,976Net Income 2021: $2,451,9332021Revenue 2022: $16,898,163Expenses 2022: $13,826,519Net Income 2022: $3,071,6442022Revenue 2023: $20,208,059Expenses 2023: $19,023,196Net Income 2023: $1,184,8632023Revenue 2024: $25,370,879Expenses 2024: $23,453,764Net Income 2024: $1,917,1152024

Highlighted filing

2024

Revenue$25,370,879
Expenses$23,453,764
Net Income$1,917,115

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$3.46$10.2$25.4$23.5$1.92
2023Summary only. Only limited summary data is available for this year.$11.2$3.16$8.09$20.2$19.0$1.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.77$2.87$6.90$16.9$13.8$3.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.44$4.60$3.83$13.1$10.6$2.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$4.46$1.38$10.9$10.9$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$3.02$1.06$14.1$13.3$0.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$2.97$0.12$13.1$13.4$0.31
2017Summary only. Only limited summary data is available for this year.$3.49$3.06$0.43$13.2$13.1$0.05
2016Summary only. Only limited summary data is available for this year.$3.36$2.99$0.38$13.0$13.6$0.60
2015Summary only. Only limited summary data is available for this year.$3.67$1.19$2.47$13.2$13.4$0.20
2014Detailed filing. Detailed filing data is available for this year.$3.88$1.21$2.67$13.3$13.1$0.20
2013Detailed filing. Detailed filing data is available for this year.$4.28$1.80$2.47$14.0$13.8$0.25
2012Summary only. Only limited summary data is available for this year.$3.46$1.24$2.22$11.0$10.7$0.37
2011Summary only. Only limited summary data is available for this year.$3.10$1.25$1.85$10.2$10.2$0.02
2010Summary only. Only limited summary data is available for this year.$2.99$1.12$1.87$9.56$9.57$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 2, 2026
Return Version
2024v5.5
Gross Receipts
$25,519,576
Mission and Program Overview

Mission

To enhance the quality of jewish life in the greater austin area and around the world, through charitable, educational and other endeavors.

Shalom austin is the hub of jewish life in central texas. Through our cultural values, we provide programs, services and resources to connect, empower and impact the community locally, nationally and around the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,559,288$6,520,653▲ $961,365
Pledges and Grants Receivable$1,543,735$2,251,984▲ $708,249
Land, Buildings, and Equipment, Net$1,732,536$2,091,109▲ $358,573
Prepaid Expenses and Deferred Charges$134,314$382,666▲ $248,352
Accounts Receivable$205,269$181,955▼ $23,314
Total Assets$11,246,334$13,682,479▲ $2,436,145
Other Assets Total$2,071,192$2,254,112▲ $182,920
Liabilities
Accounts Payable and Accrued Expenses$2,159,149$1,234,576▼ $924,573
Deferred Revenue$804,917$1,150,476▲ $345,559
Other Liabilities$195,376$569,412▲ $374,036
Mortgage Notes Payable Secured by Investment Property-$503,039-
Total Liabilities$3,159,442$3,457,503▲ $298,061
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,591,423$5,362,600▲ $771,177
Net Assets With Donor Restrictions$3,495,469$4,862,376▲ $1,366,907
Total Net Assets Fund Balance$8,086,892$10,224,976▲ $2,138,084
Total Liabilities and Net Assets / Fund Balance$11,246,334$13,682,479▲ $2,436,145

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,118,419$690,434$1,808,853
Buildings$702,653$270,428$973,081
Equipment$270,037$604,193$874,230
Other Assets Org$2,254,112--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,071,192$27,288▲ $220,969$65,337$2,254,112
2023$1,875,903$14,828▲ $230,461$50,000$2,071,192
2022$2,250,617$10,000▼ $334,713$50,000$1,875,904
2021$1,593,979$416,654▲ $293,374$53,390$2,250,617
2020$1,486,316-▲ $147,664$40,001$1,593,979
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rabbi Daniel SeptimusCEOFT$272,493$82,615$355,108
Janet ElamCOOFT$194,106$17,600$211,706
Rachel SternChief Strategy & Impact OfficerFT$165,777$18,844$184,621
Nicole GilgerCFOFT$167,154$14,998$182,152
Rabbi Amy CohenChief Social Services OfficerFT$64,032$100,685$164,717
Matt PerezChief People OfficerFT$137,861$16,918$154,779
Mark PattisSenior Member Experience DirectorFT$138,700$11,906$150,606
James RussellTennis DirectorFT$141,103$7,861$148,964
Andrew DooherCentral Texas Security DirectorFT$138,700$1,875$140,575
Amy HymanSenior Development DirectorFT$121,084$7,421$128,505
Jennifer KoppellFoundation Director & Philanthropic AdviserFT$117,085$2,312$119,397

Board Members and Trustees

NameTitle
Seth HalpernBoard Chair
Rick RosenbergImmediate Past Chair
Alex RobinsonVice-chair
Cara KellyVice-chair
Julie FranklinVice-chair
Lily SmullenVice-chair
Phil LoewyVice-chair / Chair Elect
Arthur AltmanElected Director
Brett MerfishElected Director
Bruce ZimmermanElected Director
Daniel CarlElected Director
Heather KrolElected Director
Heilla LainElected Director
Ilana NesherElected Director
Jeff NewbergElected Director
Joel WaxmanElected Director
Kim LindauerElected Director
Lawrence MazeElected Director
Lecia SudElected Director
Marc SpierElected Director
Marcia SilverbergElected Director
Matt SmithElected Director
Nora LiebermanElected Director
Scott GrossfeldElected Director
Steve MeyersTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Heights Athletics LLC Dba Kim's GymProgram Contractor1101 JOLIE LANE, Cedar Park, TX 78613$568,371
Abs Commercial Cleaning LLCCustodial2028 EASR BEN WHITE, Austin, TX 78741$450,390
Gcs Technologies INCIt Services8701 N MOPAC, Austin, TX 78759$251,381
Palacios Ata Black Belt Academy INCProgram Contractor8610 CAMELIA LANE, Austin, TX 78759$178,536
All Seasons LandscapingLandscape ContractorPO BOX 93186, Austin, TX 78709$137,855
Revenue and Support

Revenue Composition

Contributions and Grants
$6,388,487
Program Service Revenue
$17,735,647
Investment Income
$247,657
Other Revenue
$999,088
All Other Contributions
$6,228,817
Change in Net Assets
$1,917,115

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded22$218,326Fair Market Value
Total Noncash Contributions22$218,326-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,683,700
Other Expenses$8,919,668
Total Fundraising Expense$1,081,580
Grants and Similar Amounts Paid$850,396
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,636,242$850,930$532,166$11,019,338
Fees for Services Other$1,130,459$405,276$72,233$1,607,968
Current Officers, Directors, Trustees, and Key Employees$522,799$623,753$106,533$1,253,085
All Other Expenses$792,302$142,426$94,427$1,029,155
Payroll Taxes$754,197$78,729$49,148$882,074
Grants to Domestic Orgs$624,038--$624,038
Insurance$243,073$279,053$76,279$598,405
Occupancy$112,539$473,506-$586,045
Other Expenses$473,378$707$42,402$516,487
Other Employee Benefits$387,653$15,824$12,499$415,976
Depreciation Depletion$317,843$27,976$1,560$347,379
Grants to Domestic Individuals$226,358--$226,358
Office Expenses$145,764$53,368$11,501$210,633
Pension Plan Contributions$106,857$632$5,738$113,227
Travel$64,878$27,088$11,745$103,711
Conferences and Meetings$42,204$17,621$7,641$67,466
Fees for Services Accounting-$44,004-$44,004
Interest$12,215$162-$12,377
Advertising$3,942-$82$4,024
Total Functional Expenses$15,948,991$6,423,193$1,081,580$23,453,764
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation of North AmericaNew York, NY501(c)(3)Misc. Overseas Distribution$302,353
Austin Jewish AcademyAustin, TX501(c)(3)Tuition Assistance Program$91,433
Djcc Development CorporationAustin, TX501(c)(3)Security Upgrades$35,000
Texas Hillel FoundationAustin, TX501(c)(3)Programming Various$33,295
Chabad of AustinAustin, TX501(c)(3)Programming Various$25,602
Chabad UtAustin, TX501(c)(3)Programming Various$20,795
Hebrew Free LoanAustin, TX501(c)(3)Programming Various$20,000
Anti Defamation LeagueAustin, TX501(c)(3)Programming Various$12,500
Texas A&m HillelCollege Station, TX501(c)(3)Programming Various$10,400
Israeli American CouncilWoodland Hills, CA501(c)(3)Programming Various$10,000
Friends of Israel ScoutsRound Rock, TX501(c)(3)Programming Various$9,860
Camp Young JudaeaBellaire, TX501(c)(3)Programming Various$7,500
Chabad of South AustinAustin, TX501(c)(3)Programming Various$7,500
Greene Family CampBruceville, TX501(c)(3)Programming Various$7,000
Olamiyexas (legally Jlf Texas Inc)Houston, TX501(c)(3)Programming Various$6,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$123,521
Fundraising Gross Income$50,330
Gaming Gross Income$6,000
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ecp Family Fun Day$58,638-$3,223-
IGNITE!$68,355$50,330$34,375$15,955
Total Events$126,993$50,330$123,521$-73,191
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$436,289
Deposits$133,123
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Any jewish person, member of a jewish household, or current dues-paying members of the shalom austin jewish community center (or who makes a substantially equivalent contribution to the shalom austin annual campaign), who is 18 years or older, and connected to the greater austin metropolitan area during any part of a fiscal year, shall be a member of shalom austin for the current fiscal year.

Form 990, Part VI, Section A, Line 7A

SEE LINE 6 ABOVE.

Form 990, Part VI, Section A, Line 7B

SEE LINE 6 ABOVE.

Form 990, Part VI, Section B, Line 11B

Distributed to the board of directors prior to being filed for any questions or comments.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is required to be reviewed and signed annually by the board. Potential conflicts are monitored by shalom austin.

Form 990, Part VI, Section B, Line 15

When determining compensation for ceo, comparison analysis of other communities and other local non-profits of like size and programming is used. The board of directors is responsible for determining the ceo compensation. Ceo signs a contract. The ceo is responsible for determing compensation for other executive management. When determining compensation for cfo, coo and top management officials, comparison analysis of other communities and other local non-profits of like size and programming is used.

Form 990, Part VI, Section C, Line 19

We make our records available upon request, the form 990 is also available through various web sources.

Filing and Contact Details

Filer

Filer Name
Shalom Austin
EIN
74-1469465
Phone
5127358000
Address
7300 HART LANE, AUSTIN, TX 78731

Signing Officer

Name
Nicole Gilger
Title
CFO
Phone
5127358000
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Septimus
Formed
1971
Legal Domicile
TX
Voting Board Members
23
Independent Board Members
23
Employees
674
Volunteers
300

Preparer

Firm
Weaver and Tidwell Llp
Address
2300 N FIELD ST STE 1000, DALLAS, TX 75201
Preparer
Sara Burkhart
Phone
9724901970
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 25

The functional expense percentages reported on form 990, part ix, line 25 for the year ending december 31, 2024 do not represent the typical allocation of expenses for shalom austin. Based on previous form 990s and the audited financial statements, the functional expense percentages are usually 82% program, 13% management & general, and 5% fundraising. Shalom austin uses facilities owned by the djcc development corporation, a related entity. Rent on the lease is equal to $1 for the initial lease term plus principal and interest payments on any indebtedness owed by djcc related to the premises that is not otherwise paid through outstanding pledges or additional fundraising. Due to the increased growth in membership for shalom austin during 2024, there were excess funds which were used to pay additional principal on this indebtedness. This expense is shown on part ix, line 24a and is considered a management & general expense for tax purposes. The increased payment in 2024 has caused the functional expense percentages to be skewed more heavily towards management & general on the form 990. However, it is expected that this payment will be roughly one third of the 2024 amount in future years which will reduce the percentage of expenses allocated to management & general and realign the overall functional expense percentages to be closer to the typical amounts stated above.

FORM 990, PART XI, LINE 9:

Change in value of beneficial interest 220,969.

Form 990, Part XII, Line 2C

Process was not changed from prior year.

Financial Statement Notes

PART V, LINE 4:

Shalom austin's endowment consist of funds established for a variety of purposes and includes both donor-restricted endowment funds and funds designated by the board of directors to function as endowments.

PART X, LINE 2:

The organization received a determination letter from the internal revenue service on july 24, 2000. The organization is a tax-exempt organization under section 501(c)(3) of the internal revenue code, and is subject to tax on its unrelated business income. Unrelated business income consists of income generated from advertising income. Fasb asc 740-10, "accounting for uncertainty in income taxes" clarifies the accounting for uncertainty in income taxes recognized in an enterprise's financial statements. Fasb asc 740-10 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Fasb asc 740-10 requires that a company recognize in its financial statements the impact of tax positions that meet a "more likely than not" threshold, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position should be based on the largest benefit that has a greater than fifty percent likelihood of being realized upon ultimate settlement. The provisions of asc 740-10 were applied to all tax positions. The organization believes all of its tax positions to be highly certain. As of december 31, 2024, the organization's tax years for 2021, 2022, and 2023 are subject to examination by the tax authorities.

Raw XML AppendixShowing 400 of 1,234 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6ELECTED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7ELECTED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8ELECTED DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10ELECTED DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12ELECTED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13ELECTED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14ELECTED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ELECTED DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ELECTED DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt22VICE-CHAIR / CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt23VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt24VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt25CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt26COO
IRS990/Form990PartVIISectionAGrp/TitleTxt27CHIEF STRATEGY & IMPACT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt28CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt29CHIEF SOCIAL SERVICES OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt30CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt31SENIOR MEMBER EXPERIENCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32TENNIS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33CENTRAL TEXAS SECURITY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34SENIOR DEVELOPMENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35FOUNDATION DIRECTOR & PHILANTHROPIC ADVISER
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