Issuu

4630 Pine Ridge Road Naples, FL 34119 Phone: (239) 455-3030 • Fax: (239) 455-4361 www.naplestemple.org info@naplestemple.org Religious Education Office: (239) 455-2233 • Preschool Office: (239) 455-3227

Current 2018-2019 Board of Trustees

Proposed 2019-2020 Board of Trustees

President Debra Antzis First Vice President Daryl Sissman Second Vice President Merrill Hassenfeld Third Vice President Ed Kaufman

Treasurer Harriet Lickhalter, CPA Financial Secretary David Silberg R ecording Secretary Dr. John Little Immediate Past President Debbie Zvibleman Sisterhood President Karen Cohn Men’s Club President Ed Cohen Historical Society Helen Weinfeld

Treasurer Susan Ritter* Financial Secretary David Silberg R ecording Secretary Dr. John Little Immediate Past President Debbie Zvibleman Sisterhood President Karen Cohn Men’s Club President Ed Cohen Historical Society Helen Weinfeld

Ed Alexander Dave Citrin Ellen Goldberg Michael Feldman Yale Freeman

Bobbie Katz Steve Pino Jeremy Schaab Perry Switzen Scott Weinstein

Ed Alexander Dave Citrin* Josh Garfield* Ellen Goldberg Michael Feldman*

Yale Freeman Bobbie Katz Steve Pino* Perry Switzen Scott Weinstein*

The Nominating Committee was appointed by Debra Antzis, President of Temple Shalom and approved by the Board of Trustes. The Committee included: Karen Deutsch (chair), Daryl Sissman, Merrill Hassenfeld, Debbie Zvibleman, Estelle Price, Dr. Mort Friedman, Dr. Iris Shur, and Neil Heuer. *nominated for a two year term 2

Agenda 1. Determination of a quorum 2. D'var

Torah (R abbi) 3. President's opening remarks 4. R eview of L'Shalom second year 5. R eview of budget 6. Vote on proposed budget 7. Election of Trustees and Officers 8. Final remarks 9. A djournment

Rabbi Adam F. Miller

Cantor

Donna Azu On Kol Nidre, Rabbi Miller shared the story of his first day in Driver’s Education class. The instructor asked, “Do you know what the hardest thing is to learn while driving?” After Rabbi Miller replied in the negative, the instructor said, “Knowing how and when to change lanes. We will start there.” He pointed ahead, and Rabbi Miller realized that he had turned onto an entrance for the highway. Day 1 of Driver’s Education - 55 miles per hour and changing lanes! While the instructor could have given more preparation, the lesson from that day remains true. Whether on the road, or in life, we all need to be prepared to change lanes when obstacles present themselves in our way, or we realize that a different lane is required to reach our desired destination. This year witnessed many changes and moments of transition in our Temple Family. Our Family grew by leaps and bounds, reaching almost 730 households by the end of the year, representing 50% growth in a two-year period! With good reason, we honored Gene and Bobbie Katz, two of our greatest ambassadors for our One Family. We joyously welcomed Deborah Fidel, our Executive Director, and noted the changes to our synagogue operations and communications (like the new Voice!). Lifecycle transitions included celebrating with the seventeen young men and women who reached the milestone of bar/bat mitzvah, as well as the three women who became adult b’not mitzvah, several baby namings and brisses, as well as weddings among Temple members and their extended families. The first Melton class graduated with 24 adults completing the three-year study process of furthering their Jewish literacy and education. And, in an historic moment, our congregation overwhelmingly voted to embrace the change at our campus and the Jewish community of Southwest Florida by welcoming the Jewish Federation of Collier County to construct their new facility on our land. As much as we plan for the future, some changes occur without warning. We note the unplanned transitions from the past year as we mourned the passing of Temple family and friends. Our staff changed with the unexpected departures of Dr. Anna Salomon, Director of Congregational Education and Peter Lewis, Musical Director. Responding to these changes, Susan Feld came on board as our Interim Religious School Director, and Jim Cochran joined as the Musical

Director. Their talents and skillsets lifted our Temple, with positive impacts on our young families and worship experience respectively. Most significantly, we all felt the change in atmosphere with the tragedy at Tree of Life Synagogue in Pittsburgh. In the wake of that horrific event, our community rallied to host the Shabbat of Solidarity at Temple Shalom that brought more than 1800 from across our greater community to mourn with the people of Pittsburgh, stand up against hatred, and be united for creating a better tomorrow. When faced with difficult situations, we followed the adage of Mark Twain, “Eat a live frog first thing in the morning, and nothing worse will happen the rest of your day.” In other words, one should not shy away from difficult moments. Recognizing the growth in our community over recent years, our leadership invested significant time and resources into evaluating our education program from the youngest to the young at heart to determine if we are meeting the needs of this dynamic congregation. This process resulted in a study of our Temple Shalom Preschool that will strengthen that important part of our Temple program, and the recognition that our membership growth requires additional clergy on staff. The next Director of Congregational Learning will be a Rabbi Educator or Cantor Educator, equipped to engage our community in meaningful Jewish educational experiences, and provide necessary pastoral care and lifecycle support to the congregation. This has indeed been a year of change, a year of celebration, and a year of thoughtful transition leading us to a better tomorrow. We look forward to the bright future ahead for our congregation, ready to embrace the changes we anticipate, and those we do not. Together we will fulfill the mission of Temple Shalom to engage the Jewish community of today, to transform our youth into the menschen for tomorrow, and to make our world more whole and holy.

Executive Director Deborah R. Fidel

They say that time flies when you’re having fun – well, this year zoomed by in the blink of an eye!! I can’t believe that I am marking my first anniversary as the Temple Shalom Executive Director already. Working with our lay leaders on the Executive Committee, Board of Trustees, and committees this year has been a true pleasure and privilege. I also want to take this opportunity to thank our amazing staff that supports not only the clergy and me but goes out of their way to support each and every member of this community; they work as a team with grace and efficiency every day. Under our Communications Director, Jeanette Fischer’s leadership, we launched a new website that is easier to navigate, restyled the weekly Shabbat Shalom handout, introduced a new membership brochure, revamped the weekly emails and condolence notices, and designed a new logo for the preschool. She has championed the integration of our website, calendar, event registrations and much more into a single web-based application, giving us an opportunity for increased efficiency, automation, and access to events and information all in one place. The most exciting change in our communications this year, however, was our reformatted monthly magazine, “The Voice.” Rolled out last fall, our glossy periodical is full of interesting articles and useful information in an easy to read and beautiful format. The great reviews and increased revenue from advertising keep coming. She is also the keeper of the schedule and made sure that the 1300 (!) separate events at Temple this year did not bump into each other. Ana Maria Tamargo, our Membership and Engagement Concierge has worked with 96 new member families to help them integrate into our OneFamily this year! She reimagined our membership application to be more welcoming and inclusive. Those on the misheberach list received friendly phone calls from her, wishing a full and speedy recovery. If you enjoyed the Scholar-in-Residence weekend with Edwin Black, a potluck dinner, new member wine and cheese or the beautiful Congregational seder, you have Ana Maria and her excellent planning and exceptional attention to the smallest details to thank. Our Controller, Maxine Gould, has taken on some big new challenges this year! She has enthusiastically embraced our office’s transition from one financial database to another and from Sage 50 accounting to QuickBooks. And I could not have prepared the budget for the Finance Committee without her assistance. Her support for the 2019 Gala, Silent Auction, Finance Committee, Investment Committee and collaboration with our Treasurer were invaluable. Maxine also played an important role in the selection of our new and much improved health insurance program for Temple employees. As our congregation has expanded, our Receptionist, Julie Fischer and Rabbi Miller’s Assistant, Randi Butterworth’s contributions to the smooth operations of the Temple grew apace. Without their steady hands, and behind-the-scenes support for our clergy team and office staff, we would not be able to function as a true kehillah kedosha (sacred community). They continue to amaze me with the way they get their work done every day - no matter what comes their way - without fuss or fanfare. In addition to answering anywhere from 35 to 50 phone calls every day, Julie has brought her energy and creativity to our Facebook page and Twitter account. Like us and follow us to join the online conversation. We welcomed Shayna Aronson to our staff in January as the Development Coordinator. What a difference she has made 6

already! The 2019 Evening of Inspiration Gala and Silent Auction kickoff event exceeded our every expectation. With her help, we have applied for several new grants in the short time that she has been with us. Thanks to her diligence, creative problem solving and some very long days that turned into evenings, our fundraising efforts have reached new heights. If you were in Naples this year for one month or twelve, you know that our building was humming with activity almost every single day. In addition to our own programs, we were proud to host many other organizations’ events all throughout the year. The increase in membership and activities kept Facilities Manager, Victor Lucas and his team, Pedro Cruz, Rick Holsbeke, Ada Rossell, Wilson Mejia, Karla Cheves, and Lourdes Obando working hard day in and day out to keep our building and property clean, comfortable and safe. Victor’s help was indispensable to me when we applied for and received a grant to better secure our building against intruders. He has also worked with me to upgrade our wifi, revise and update a number of our policies and procedures related to building use and rentals, and advised the Finance Committee on capital expenses and planning. It is impossible to quantify what it means to live in relationship to others, or to feel transformed by an experience. Even though numbers only tell a fraction of the story, the numbers in this report are my attempt to quantify the ways that we lived our values as a congregational family over the past year. Collectively, the data points within this report only reflect a sliver of the breadth and depth of programming, spirit and relationship building that happens all year long at Temple Shalom. As you read this retrospective look on the year that passed, I hope that you will be feel much of the same pride in what we have accomplished together and gratitude to all the people who have made it all happen. I look forward to celebrating many more successes with you and our Temple Shalom family.

engaged

with our

602

followers on

Facebook.

25 of Temple Sh a lom’s you ng e s t members went to

Jewish

summer camp or

Israel trip.

Our Shabbat and Holiday services were live streamed 1656 times, from all over the world, including Australia, India, Israel, England, Romania, Czechoslovakia, Italy, Greece, Brazil and K enya!! 115 their

congregants furry,

and

feathered

and four-legged friends came out for the of the

A nimals.

Blessing

new

Havurot

were formed to bring the total number to

12.

70 families enjoyed a Family Shabbat Experience, with dinner, activities and fun for all ages!

Volunteers delivered dozens of Meals of Love to members who were ill and needed a helping hand. 7

President

Debra Antzis

It has been a very busy year! In July, we welcomed a new Executive Director, Deborah Fidel, to Temple Shalom. Deborah is has done a fantastic job in her first year with us, while getting to know our members and our community. She is a great addition to our team and we are lucky to have her. In August, Dr. Anna Solomon informed us that she would be resigning from her position as Director of Congregational Education in order to move closer to her family in Ohio. While we were very sorry to see Dr. Solomon go, we are grateful for her leadership and guidance while she was with us. Many thanks to Susan Feld, who became Interim Director of the Religious School on very short notice and has been doing a fantastic job at it, with the help of our amazing religious school teachers. Thanks as well to Rabbi Miller, Cantor Azu, and a committee of volunteers who ensured that Temple Shalom’s Adult Education programs continued uninterrupted. Mindful that our Temple family has grown considerably since we first hired Dr. Solomon, I asked Third Vice President, Ed Kaufman, to evaluate what Temple Shalom’s current needs are prior to beginning a search for a new educator. After extensive research, meetings and evaluation, Ed and his committee recommended that Temple Shalom seek to hire a Clergy/ Educator, and the Board approved this recommendation. The Clergy/Educator’s primary function will be to be Director of Temple Shalom’s Religious School and Adult Education programs. He or she will also be able to assist Rabbi Miller and Cantor Azu with clergy functions. A search committee is in the process of evaluating and interviewing candidates, and we plan to fill the position prior to the start of the next school year. In December, our membership overwhelmingly approved leasing the western-most parcel of land owned by Temple Shalom to the Jewish Federation of Greater Naples, and Temple and Federation are moving forward together on this project. We’ve had several joint meetings, some with representatives of Collier County, to discuss the proposed building and the many related issues, including security, traffic, parking, renovations, to name a few. Federation hopes to break ground on the third parcel to begin construction within a year. With the Board of Trustees’ approval, in January I asked former Board member Daniel Spintman to chair a governance committee, to review how Temple Shalom functions and recommend improvements and changes to our decision-making and management process. The committee (Daryl Sissman, John Little, and Deborah Fidel) has begun its work, and this project will progress over time with the end result being a better-run Temple Shalom. Thanks to the committee members for their commitment to this worthy goal. Also in January, we welcomed Shayna Aronson as our new Development Coordinator. Like Deborah, Shayna immediately began adding value to our team, especially in helping Gala co-chairs Arlene and Don Shapiro, Harriet and Merlin Lickhalter, and Daryl and David Sissman with preparations for our fantastic fundraising Gala in March. It was an outstanding evening, honoring Bobbie and Gene Katz, with innovative art and entertainment. In addition, all Temple members were invited to a pre-Gala cocktail party at Temple the week before. The items to be auctioned at Temple Shalom’s first-ever online silent auction were displayed at the party, so that all could see up close what they would be bidding on electronically. Temple Shalom Preschool’s growth over the last several years has been dynamic, and we are so grateful to Preschool Director Seyla Cohen, who has been the guiding force there for so many years, with the dedicated assistance of Gloria Mellman and 8

our fantastic staff of preschool teachers. To help protect what Seyla and Gloria and our teachers have built, and with an eye to the Preschool’s future, at the end of February the Board engaged a Preschool consultant to work with Seyla to review our preschool policies and procedures, and to put together a strategic plan for its future. When Temple Shalom changed from a dues-based model to the L’Shalom pledge system two years ago, we experienced a growth spurt, and I am happy to report that our growth is continuing, at a more moderate pace. Temple Shalom now has approximately 730 member families, which is an increase of about 96 over last year at this time. Financially, L’Shalom continues to be a successful means of support for the Temple. Many thanks to all of you for pledging what is needed to keep the Temple on firm fiscal ground. I am also deeply grateful to all our generous donors for supporting Temple Shalom. Whether you have given to Above and Beyond, supported our fabulous Gala in March, made donations to one or more of the Temple’s funds in honor of a special occasion or in memory of a loved one, you helped Temple Shalom continue to move forward into the future in a fiscally responsible way. Thanks as well to the members of our finance and fundraising steering committees for the excellent work they have done in this regard. Finally, in addition to all the people specifically named above, I’d like to thank all who have worked hard for Temple Shalom over the past year and who have not yet been mentioned: The Board of Trustees, Sisterhood, Men’s Club, all volunteers and committee chairs and committee members, Rabbi Miller, Cantor Azu, and all of Temple Shalom’s support staff including Maxine Gould, Jeanette Fischer, Victor Lucas, Randi Butterworth, Ana Maria Tamargo, Julie Fischer, Rick Holsbecke, Ada Rousell and Pedro Cruz. It is the people of Temple Shalom who make it what it is, and I am grateful that we are in this together.

Meeting Spiritual Needs Rabbi Miller and Cantor Azu brought us a year of uplifting and inspiring services. We said goodbye to longtime and beloved Music Director Peter Lewis and welcomed the very talented and wonderful James Cochran. Together with our band, choir and special guests, we joined together for inclusive, creative and innovative services that touched our souls. We came together to mourn, celebrate and make new friends on Jewish holidays, Shabbat evenings and mornings. Our clergy named babies, officiated at weddings, led shiva minyans and visited the sick more times than even they can count. Their warmth, personal attention and comforting presence is the foundation of our One Family.

B'nai Mitzvah Joshua Albanos Nora Atkins Kylie Bell Ezra Bershadski Zachary Braverman Lillee Cole Eitan Doryoseph David Garfield Alexis Heuer

Daniel Isakov Tom Isakov Sam Isenberg Jacob Jaffe Julia Nicolau Elizabeth Peltz Zane Press Jacob Samuel Elliot Solomon

Adult B'not Mitzvah

Confirmands

Di Karpman Gloria Mellman Sandy Schuman

Mia Ginsberg Jilian Torres

In Memoriam Iris Abel Alan Adler Bernie Blackstien Ruth Dorfman Chuck Hyman Lorie Mayer Aileen Pierce Warren Ratner Bob Ross Dorothy Teitelbaum Stanley Thall Melvin Toub Norman Weiss 11

Providing Excellent Educational Opportunities Students of all ages learned together and connected to their history, traditions and each other. Rabbi Miller, Cantor Azu, Interim Director of the Religious School, Susan Feld and dedicated volunteers brought us a wide range of learning opportunities. The number of scholarship requests was higher this year than last, and we are so gratified that thanks in large part to your overwhelming generosity, we were able to meet every one of them. We would be remiss if we did not acknowledge the extraordinary annual support from Sisterhood and the Jewish Federation of Greater Naples that enables us to offer Jewish educational experiences, including Bar/Bat Mitzvah training to every Jewish child, regardless of their family’s ability to pay.

Treasurer’s R eport SUBMITTED BY: HARRIET LICKHALTER, CPA, TREASURER Once again, I am happy to report that Temple Shalom is financially sound. We have had four years of good fiscal management and are expecting another successful year this year. Our net surplus for this year should be close to $75,000. The pledge system has continued to have a positive impact on our financial well-being. Membership has grown and with it, financial contributions. The Board is responsible for the fiscal management of your Temple and it is our duty to actively monitor our fiscal position and prudently spend and invest the funds. Our outside accounting firm performed a review of financial records in June, 2016. We will be contracting with them again to review our records at the close of this fiscal year, June, 2019.

Investment Committee R eport SUBMITTED BY: DAVID SILBERG, FINANCIAL SECRETARY The Temple Shalom Investment meets on a periodic basis to review and evaluate the position of the investment funds, excluding investments with the Community Foundation of Collier County. The Committee consists of David Silberg, Financial Secretary; Harriett Lickhalter, Treasurer; Michael Feldman, Board Trustee; Neil Shnider; and Bruce Graev, Investment advisor to the Committee. This fiscal year, the Committee developed an Investment Policy & Procedure that was adopted by the Temple’s Board of Trustees. The document provides guidance to the Committee in identifying and selecting appropriate investments for the various investment funds and requires periodic reporting to the Board of the results of the Committee’s decisions. After the policy was adopted, the Committee rebalanced the investment funds to reduce market risk and provide an increased measure of safety to the funds. Investments have grown nicely throughout 2018 and early 2019. The return on investment was about 4.1%. The result was excellent compared with the overall market return for time period (2.6%). The funds are invested in a combination of low fee stock index funds, low fee bonds funds, and balanced funds, consistent with the new Investment Policy. The Committee respectfully submits this report to the membership and encourages questions.

Fundraising Steering Committee R eport SUBMITTED BY: NEIL HEUER, CHAIR Our 2018-2019 Fiscal year has been a success! Once again Temple members and sponsors have given in great ways to help us meet our fundraising / financial goals. Each year the Temple has three methods to raising the money to reach our budgetary needs. They are: 1. Pledges, 2. Above & Beyond, 3. Our annual fundraiser. We initiated the pledge system two years ago and our membership continues to grow. It’s important to understand that pledges do not cover all of our costs. We fill that gap by conducting two campaigns to raise the funds needed. The first, which begins in the summer, is Above & Beyond. We were fortunate to have co-chairs Susan and Nat Ritter and Lori and Ed Cohen. With the assistance of the Board, the professional staff at Temple, the end of year match initiated by several generous families, and the ultimate generosity of the members, this campaign was a success. We met the budgetary goal of $245,000. The second campaign and event was Gala 2019 honoring Bobbie and Gene Katz. This event was a great success. Temple community is extremely grateful for the efforts of Arlene and Don Shapiro, Harriet and Merlin Lickhalter, and Daryl and David Sissman and their extremely diligent and supportive committee! Not only did it meet our budgetary goal but exceeded it by raising $183,000. Our membership and community found the evening to be a wonderful social event with quite an entertaining display by speed painter, Michael Israel. Next year we will continue to utilize these three campaigns to meet our budgetary needs. Lori and Ed Cohen will be chairing the Above & Beyond Campaign. The annual fundraising event will be a wonderful show at Temple Shalom featuring a current on Broadway talent. We are looking forward to continued success in these campaigns. We thank the membership, staff and the volunteers that have helped, and continue to help, support Temple. We know that your time and financial assistance are valuable! We all appreciate the help that makes Temple a spiritual and social home for each and every one of us.

Fundraising Temple Shalom thanks every donor who invested in our community’s future throughout the course of the year. Your contributions provide needed funds for our operations. We thank each of you who supported everything from worship to education, programming and pastoral care. We appreciate your gifts in honor of happy occasions and in memory of loved ones. 14

Endowment Committee R eport SUBMITTED BY: SUZANNE LOW, J.D., CFP®, CHAIR The Endowment Committee is pleased to give you our annual update on the continued progress of our endowment and planned giving programs. • Temple Shalom Endowment Funds, at the Community Foundation of Collier County (CFCC) for cost-effective administration and professional investment management: • General endowment plus seven named funds have been established with a total value of approximately $450,000 since 2014 • New funds can be established with a minimum gift of $10,000 • Existing funds are being continually augmented by family and other gifts, tributes • Verified planned gifts with current known values total approximately $1.5 million (partial value only, as most donors have not provided estimated values) • Eternal Light Society, established for completed Endowment Gifts of at least $10,000 - 10 member individuals or families to date, recognized in new video display in foyer • Legacy Society, established for all who sign non-binding Letter of Intent to make a Planned Gift - 34 individuals • Member list is published annually in the Voice • Certificates were presented to Legacy Society members at special event honoring them in November 2018 • Certificates to be presented annually to new members • Committee members pledged 100% participation in endowment/planned giving • Recognition criteria have been established for endowment, planned giving, cumulative lifetime and other major gift categories • Naming opportunities are available for Temple facilities (Sanctuary, wings, rooms, etc.), endowed chairs and programs for major gifts (over $100,000) • Additional naming opportunities have been established for gifts of $36,000 to $72,000 • For Now and Forever endowment and planned giving brochure, designed by our committee is: • On Temple website, naplestemple.org, click Donate, Endowments & Planned Giving • In Sanctuary prayer book holders on seat backs • Available at entry hall and various Temple locations • Voice articles are prepared monthly by committee members in Endowment Corner, Endowment Committee explaining program and opportunities for giving; highlighting major donors Suzanne Low, J.D., CFP®, Chair • Focus Group participants, March 2018 gave many excellent suggestions on Paula Brody endowments and planned giving , several of which have already been implemented Nancy Brown • Another focus group is being planned for 2019-2020 Lori Cohen Susan Freeman

You will become a member of our Legacy Society with your signed letter of intent to make a gift in the future.

Steve Kotler, Esq. Wendy Riedel Anne Rubin Daryl Sissman Sheldon Starman, CPA 15

BUDGET Temple Shalom of Naples Proposed 2019/2020 Consolidated Budget As Approved by the Board of Trustees, March 26, 2019 FY 2017/2018 Line #

FY 2018/2019

FY 2019/2020 Proposed Approved Budget starting 7/1/19 for FY 2019/2020

Revised FY ending 6/30/2019

Actual FY ending 6/30/18

Approved Budget

2 Annual Commitment

744,157

725,000

800,000

875,000

3 Above & Beyond

250,201

245,000

275,000

1 Revenues

4 Prior Year Carry Over 5 Major Fundraising Income 6 Fundraising -Various Projects 7 Memorial Booklets Income

66,180

61,031

116,358

240,000

250,000

125,000

1,620

3,000

300

500

16,415

16,000

21,322

25,000

23,642

30,000

1,007,952

953,300

1,028,600

1,130,500

138,991

118,300

152,000

155,200

8,451

3,000

6,500

8 Recognition Awards & Plaques 9 General Fund Donations-Tributes 10 Preschool Income 11 Religious School Income 12 Adult Education/Melton Income 13 Youth Group Income

1,650

2,500

1,000

1,500

1,000

14 Private & Corp. Event Rental

43,735

40,000

25,000

12,000

15 Holiday & Miscellaneous Income

18,898

14,000

23,300

23,600

16 Member Income

13,378

20,600

19,450

19,400

1,500

17 Interest (Operation) Income 18 19 Total Revenues

2,386,300

2,475,380

2,629,472

2,742,881

379,933

398,940

399,250

444,750

12,045

15,000

13,200

22,600

859

1,000

500

2,000

392,838

414,940

412,950

469,350

283,480

406,076

408,576

435,966

64,463

76,300

90,977

96,400

32 Business, Corp. Expenses

121,564

127,790

144,240

157,500

469,507 610,166

643,793

689,866

20 21 Expenditures 22 Clergy Dept. 23 Clergy Staff Expenses 24 Music Program Expense 25 Misc. Clergy Dept. Expenses 26 27

Total Clergy Department

28 29 Administration Dept. 30 Payroll Staff Expense 31 Marketing and Member Communications

Total Administration & Business Expenses

35 36 Member Services & Member Programs Dept. 37 Holiday & Miscellaneous Expense

22,120

25,600

24,650

28,300

38 Member Programs Expenses

28,382

34,600

35,500

52,000

50,502

60,200

60,150

80,300

124,882

129,712

142,410

145,918

70,855

77,260

75,260

85,100

39 40

Total Member Services & Program Expenses

41 42 Building, Maint and Repair Dept. 43 Payroll Staff Expenses 44 Repairs and Maintenance

5/10/2019 9:51 AM

Page 1

BUDGET FY 2017/2018 Line #

FY 2018/2019

FY 2019/2020 Proposed Approved Budget starting 7/1/19 for FY 2019/2020

Revised FY ending 6/30/2019

Actual FY ending 6/30/18

Approved Budget

32,853

30,300

32,700

33,200

228,590

237,272

250,370

264,218

557,082

625,600

690,760

710,623

33,801

45,000

46,800

110,543

115,400

111,900

134,000

701,426

786,000

847,660

891,423

147,061

174,837

105,038

150,250

16,198

22,000

8,600

10,500

163,260

196,837

113,638

160,750

19,319

19,965

35,000

6,756

7,500

2,600

2,500

26,075

27,465

22,565

37,500

14,000

10,500

14,000

10,500

74 Major Fundraising Expenses

43,446

90,000

35,000

75 Fundraising -Various Projects

2,822

1,300

3,000

150

76 General Fund/Donations Exp

1,186

612

692

3,612

47,454

92,000

93,780

38,975

140,000

40,000

140,000

100,000

2,233,650

2,475,380

2,595,406

2,742,881

45 Utilities 46 47

Total Building and Grounds Dept.

48 49 Preschool Dept. 50 Payroll Staff Expenses 51 Camp Expense 52 Business & Professional Expense 53 54

Total Preschool Dept

55 56 Religious School Dept. 57 Payroll Staff Expenses 58 Business & Professional Expense 59 60

Total Religious School Dept.

61 62 Adult Ed/Melton Dept 63 Payroll Staff Expenses 64 Adult Ed/Melton Expense 65 66

Total Adult Ed/Melton Expense

67 68 Youth Group Dept. 69 Youth Group Expenses 70 71

Total Youth Group

72 73 Fundraising Costs

77 78

Total Fundraising Expenses

79 80 81

Annual Funding Maintenance Reserve

82 83 84 Total Expenditures 85 86 Net-Gain/(Loss)

152,649

34,066

(0)

Assumptions: 1.

To estimate revenue conservatively, we have assumed there will be 740 members households throughout the fiscal year.

There will be a Rabbi/Educator hired to replace the Director of the Religious School.

5/10/2019 9:51 AM

Page 2

Membership Committee R eport SUBMITTED BY: BOBBIE KATZ, CHAIR As of this writing, we have welcomed 102 new families to our Congregation bringing our total membership to 730. The increase is due to our second year of L’Shalom dues structure. It has brought to our Congregation members who represent families, singles, retirees and empty nesters. On June 1, we held a Congregation Pot Luck Dinner where we welcomed new members who joined since January. On August 24, we held an open house for prospective members and new members who recently joined our Congregation. We hold this wine and cheese event before the High Holy Days to enable people to see what we are all about. December 16, we held our annual Cabaret Night with Jebry and Company. It is always a very successful evening with new members attending and others who are able to rekindle friendships, schmooze, drink sangria and wine and indulge in wonderful desserts. It is a wonderful evening and we look forward to Jebry returning on December 15 of this coming year. On January 18, we held our annual New Member Pot Luck Dinner before Shabbat services. It is always a special Shabbat where we welcome new members and they are blessed at services by Rabbi Miller and Cantor Azu. This special evening brings everyone together and the Congregation gets to meet our new members. During the year, Rabbi and Cantor will do a special blessing for new members if they were not able to attend the dinner or have joined after our January date. Our Shalom Chaverim, under the leadership of Di and Andy Karpman, are meeting and greeting on Friday nights. They encourage our visitors to sign in at our welcome information table in the social hall and we follow up with a phone call or email. We also ask them to wear a name tag so we can identify them during our Oneg Shabbat. Our name badges have been extremely successful. We had to add an extra cabinet to accommodate all our members! I want to thank the members of the Membership Committee who have worked with me during the year: Jan and Shelly Whitman, Mark Malone, Karen and Stan Deutsch, Debbie Zvibleman, Susan and Joel Pittman and Tussy and Neil Shnider. A very special thank you to Ana Marie Tamargo, Jeanette Fischer, Julie Fischer, Randi Butterworth, Maxine Gould, Shayna Aronson and Victor Lucas and his staff for helping during the year. Another thank you to Rabbi Miller, Cantor Azu, our new Executive Director, Deborah Fidel, Seyla Cohen, Susan Feld and Debra Antzis for their continued support.

Caring Connection Committee R eport SUBMITTED BY: BOBBIE KATZ, CHAIR The Caring Connection Committee has been involved with the congregation for several years. The purpose of this committee is to reach out to our Temple family in times of bereavement, in times of happiness and in times of connecting with each other. Carole Greene sends out notes to the B’nai Mitzvah families and the children wishing them a Mazel Tov. We also send out notes for special occasions such a milestone birthday, anniversary or a special honor someone in our Temple has received. Sherry Spielman is involved with making sure there is enough people for a Shiva Minyan and also attending a funeral of a congregant. She has a large committee who is available to help out. We make personal phone calls to congregants on the MiShebeirach list to check in and make sure they are doing okay and if they need any help with meals. Nancy Brown and Harriet Lickhalter are in charge of making sure if someone needs a meal, we can provide that for them. We send out notes to these who have lost either a family member or friend. Judy Picus has been sending the notes and the response has been well received. Phil Freeman has been visiting our members in the hospital and reports this information to the Rabbi and Cantor. The Caring Connection is an important part of our Temple family and our One family initiative.

Welcome New Members!

We grew so dramatically this year that we had to buy another cabinet for all the name tags! New members have a blue star on their name tag. If you see a blue star, introduce yourself and say hello!

240

People who attended a New Member Meet and Greet and/or New Member Dinner. Jason and Ellen Harris Donald and Judith Belmont Scott A ltman Jay and Mona Brodsky Pearl Fishman-Thall James and Ellen K ahn Joel Lipman and Jennifer M archionda M ark and M argaret A lbrecht Ted and K eren A lpert Harvey Handler Warren and Pam K rangel K arne Sloane Charles and Geraldine Lorber Jeffrey and Sandy R andall Debra Boufford Philip and Jennifer Auerbach Stanley and Diana Yarkin A dam A rdenfriend and R ebecca Harwick-A rdenfriend Christopher and Pamela Lundborg M artin and Gayle Dorio Jacob and Siri Eisen R ick and A my L ademann A lan and Sharon Deutch Sharon Levitsky Harry and Betty M artell Gustavo and Gabriela K arp Eric and K athy Feinstein

Monte and Janet Rosen Stephanie Zurick David and Tiziana M archante Paul and A manda Dorio Jean Wichter Ronald and Sherill Yasbin David Millstein R ic Phillips and L aurie Cowan Phillips A lberto and A dela Rotsztain Micahel and M arsha Goldstein L awrence and Elizabeth Wilker David and Carol Wolfe Paul and A lla Colon Diane Moserowitz K enneth and Judith Goodwich Ian Spiller and L aura Press Judith Nevai Harriet A delstein A lexandre and Jessica Rosen A drienne Block Leslie and E. Elizabeth Schwartz Harold and Linda Bogatz Milli-A nn Hershman R alph and Bonnie M andell Elizabeth San Filippo John and Nancy Nittolo Jacqueline Minzner K aren David New member bags delivered.

60 19

Havurah Committee Report SUBMITTED BY: DEBBIE ZVIBLEMAN, CHAIR This last year we have seen a lot of growth in our Havurot. Ana Maria Tamargo, Membership Engagement Coordinator and I have held several meetings with members of the Congregation interested in learning more about being in a Havurah. This last year we have formed six new Havurot. While many of them are comprised of new members, we have older members that have joined as well. We now have a Singles Havurah as well as one Havurah that has formed as a result of being in a Melton class together for three years and felt this was a way to continue their friendship circle.

Interim Director of Religious School Susan Feld, Ed.S.

Temple Shalom Religious School is the program that brings families together for the purpose of embracing Judaism for their children. This year the focus was on engaging families and parents along with the students in Judaic projects, prayers, and programs. All ages of students met on Sunday mornings, and third – sixth graders met for Hebrew School either on Sundays or Wednesdays. The curriculum, Chai: Learning for Jewish Life was implemented with weekly lessons on Torah, Avodah, G’milut Chasadim, and family education. The core of the curriculum enables students to draw connections between Judaism and their lives. For Hebrew studies, the teaching staff have developed creative strategies and current methods to teach an ancient language and make it meaningful to 21st century students. Students learned to develop a fluency with Hebrew prayers, understanding the content and translation, and explored different melodies for the prayers. This year the sixth grade curriculum was revised for inclusion of studying the Holocaust during the spring semester. Students participated in classroom learning, toured the Holocaust Museum, visited the World War II boxcar, listened to a presentation on the Irena Sendler Project as well as a presentation from a second-generation survivor, and interviewed local Holocaust survivors. Learning was based on age appropriate practices and culminated in written essay projects, excerpts of which were read at the Yom HaShoah Observance. Family programming in Religious School encompassed a wide variety of activities which included the students and parents creating a Seder plate in one grade, making a beaded Yad in another grade, planting seeds for Tu B’Shevat in another, and writing personal notes for a Siddur in yet another grade level. Family Shabbat Experiences were enthusiastically popular this year with parents, grandparents, and children all enjoying a Shabbat meal together and engaged in hands-on activities. The experiences featured programming for grades K – 6 but all ages were welcomed. After participating in the activities and having a delicious dinner featuring Michelbob’s buffet, families participated in Shabbat services. High quality professional development was presented to the teaching staff this past spring. Rabbi Adam Miller spoke on “From Sinai to Seder”, teaching how our modern day Seder was imagined through the Mishnah. Dr. Kelly Roy, department head at Florida SouthWestern College, spoke on “Teaching Strategies and Active Learning.” At the end of the school year all teaching staff participated in a self-reflection exercise and evaluation of teaching approaches, and they created goals for the coming year. The Madrichim high school students also attended workshops for leadership training and learning about their interactive responsibilities with students. The teens learned how to support transitions from one activity to the next, how to read a story to a group, how to mentor students having difficulties, and how to pass Judaism on through their work as madrichim. Moving forward for next year, goals could include: paperless enrollment through ShulCloud, building an active Religious School committee with parents who would assist in creating and implementing programing, forming teaching teams of two teachers for each grade level, establishing a school-wide Tzedakah project, and continuing to monitor and maintain tight security at drop-off and dismissal.

Temple Shal m Preschool

Planting seeds in the minds of our future.

Preschool Director Seyla Cohen

This is the 29th year of Temple Shalom Preschool. We currently have 187 children registered in our preschool. Temple Shalom Preschool has been acknowledged by local educators, prestigious publishers and parents as a top-rated preschool in the Naples area. Enrichment opportunities in science, music, technology, STEAM, movement, art and storytelling provided to children in the two, three and four-year-old classes. We are offering Spanish classes on Wednesdays from 2:00-3:00pm. Special activities such as science days, story hour in the Storyland, Family Movie Nights, Super Family Shabbat, Mitzvah Day, Thanksgiving Feast, Chanukah Sing along, Purim Carnival, Art Show and Passover Seder, provide opportunities for family participation. Parent and community involvement are encouraged and parents volunteer for a variety of activities. With the programing grant awarded to the preschool from of The Jewish Federation of Greater Naples, we hosted a community- wide Purim Carnival. This event was open to all children of the community. It was very nice to have our preschool families, along with Jewish and non-Jewish families from the community, to enjoy and celebrate Purim together. Professional training opportunities are provided for the staff by colleagues and invited professionals. Some of the training classes were; Staff Communications by Seyla Cohen; Intruder training by Seyla Cohen and Officer Terri Targia; Adult, child and infant CPR, First Aid and AED Standards and individual early childhood classes by CCEI. Teachers and the Director work closely together, sharing ideas and strategies that support the education of young children. The Director, Seyla Cohen and Administrative Director, Gloria Mellman had the opportunity to attend a security training and a bomb squad instructor training to be able to educate preschool staff on how to act in case of an intruder. Parents and children participated in fundraising activities that supported enrichment opportunities. School T-shirts, school pictures, and the Parent Directory are some of our fundraisers. On May 4, 2019, we are having our annual TSP Art Show. We are so proud that this event made $30,000 last year. This year, with moneys raised from the Art Show, we will able to enrich our school and offer partial financial assistance to families seeking financial assistance. We are anticipating a huge success this year also. Temple Shalom Preschool continuously participates in Mitzvah projects. We helped St. Jude Children’s Hospital, Humane Society, Cancer Alliance of Naples, Homeless children of Collier County, children going through chemotherapy and many more. We are currently offering seven weeks of summer camp in June and July. Camp Shalom for children ages 2-4 and Camp Einstein, an academic summer camp program for children between 5-8 years old. Summer camp hours and days are very flexible, making it easier for families to sign up their children. We get a lot of children from other schools. They fall in love with TSP and end up signing up for the school year. We would like to thank Jewish Federation of Greater Naples, Men’s Club of Temple Shalom, Sisterhood of Temple Shalom, West Bay Foundation and Florida Department of Education for their continued support and passion for our children.

Men’s Club President Ed Cohen

As our fiscal year draws to a close, we have had a very successful year. We have achieved many goals toward our Mission: promoting friendship and charitable giving for our Temple, community and Israel. Here are just some of our accomplishments this year: Major Fundraiser – Dinner Theatre: Net profit raised $7500.00 Total Membership – 152 (Including 48 Mitzvah (higher level) members Honored by Temple Shalom as Members of the Heritage Society •

Funded a shed for preschool to store kids bikes and toys

$2000.00

•

Purchased new folding tables for the multipurpose room

$1600.00

•

Gala 2019 Sponsor

$1000.00

•

Major sponsor of JNF film series

$500.00

•

Supported local Holocaust Museum, Jewish Family and Community Services, and Jewish Federation of Collier County

$3000.00

•

Major supporter for Mitzvah Day “Kids Against Hunger”

$1000.00

•

Jewish War Veterans of Collier County

$500.00

•

Purchased 20 new Tallit for Temple members

$620.00

•

Provided gowns and Bibles for Confirmation Class

•

Breakfast provided to all Mitzvah Day volunteer participants

•

Breakfast provided for Religious School back to school event

•

Gifted Kiddush Cups to each Bar and Bat Mitzvah Student

Men’s Club initiated activity groups this year including golf, Alamo range and tennis. We eagerly look forward to the upcoming events. Some of which are highlighted below:

•

Thank you, Annual Dinner Theatre at the Broadway Palms Dinner Theatre (KINKY BOOTS) Men's Club, Baseball game and fireworks, Hammond Stadium

•

Joint Men’s Club/Sisterhood Luncheon

for your

•

Annual Paid up membership Deli night

support!

• •

Supporting Mitzvah Day 2019 Kids Against Hunger

Sisterhood President Karen Cohn

Sisterhood had a terrific year. Our luncheons were very well attended with more than 50 Sisterhood members and nonmembers attending each month, thanks to Barbara Druckman, Programming Vice-President. We stayed at Temple Shalom this year. Our speakers included Mark Danni from Theatre Zone, Ron Frazer from CROW, and Cantor Faid Dardashti. Jim Sernowitz presented a slide show and lecture of his travel at a joint luncheon with the Men’s Club. We also had a fashion show from Chico’s. Our fabulous Fundraiser was a Man Jongg tournament. Debbe Schertzer, Fundraising Vice-President, and Bunny Kaufman worked with their committee to make this happen. Lynn Prosten, Membership Vice President, had several “New Member” wine and cheese evenings which were very successful. Book Bag was also very successful with Helen Weinfeld at the helm. Her facilitators were exceptional, as usual. We sponsored the Jewish Book Festival which had a sold-out crowd. Susan Pittleman was in charge. The Oneg Committee, as always, did a bang-up job with Sandy Stone, Chef, and Karen Cohn, Barbara Druckman, Debbe Schertzer, Shelly Baron, and Ellie Canter the sous chefs. The Judaica Shop is getting some new faces this year. Judi Spitman and I are stepping back a little. We will still be around if needed. Carol Wolf is taking over the ordering.

2019 Volunteer of the Year - Lynn Prosten 2019 Woman of Valor - Barbara Druckman

The purpose of Sisterhood is to help the Religious School financially. We fund-raise and give the school $15,000 annually. We gave $1,500 to the RAC trip to Washington, D.C. with the Rabbi. We also share the expense with the Temple for the beautiful tablecloths we now use. Sisterhood had a remarkable year. These women all worked together with one major goal in mind - to help the Temple in any way it can.

Thank you, Sisterhood, for all you do! 24

Tikkun Olam Council Chair Ken Goldstein The Tikkun Olam Council (TOC) is the social action committee of Temple Shalom. Our mission is “To assist in, enhance and advance opportunities for members of all ages of Temple Shalom to participate in and fulfill their obligations of Tikkun Olam and of promoting Social Action and Social Justice.” The TOC has continued to work for social action and social justice by working more closely with other Temple committees and organizations such as the Jewish Federation of Greater Naples and the Jewish Community Relations Council (JCRC). We worked closely with the Jewish Federation to organize a civility training program in February. We are working together with the JCRC. Two members of the TOC now serve on their board. Currently we are joining with JCRC regarding the annual Day of Learning next January to focus on antisemitism. Mitzvah Day is now under the auspices of the TOC with Marv Weisberg as its chairperson. While he helped coordinate this year’s Mitzvah Day, he is already working on some new and exciting ideas for next year. Another responsibility of the TOC is to coordinate the annual Ann Jacobson Awards. This past year’s presentation in February was a tribute to Yale Freeman, Stephen Popper and Dr. Jaclynn Faffer. Planning for next year’s awards has already begun. The TOC continues to be active in encouraging our members to make their voices heard regarding legislative issues here in Florida. A number of educational bills such as allowing teachers to be armed and to allow teaching the bible as an elective course are of great concern. As we wrote in a recent newsletter, “Our elected representatives are influenced by those who call, email or write to them about issues that are important to you.” We also encouraged people to keep up to date on all the issues in Florida by subscribing to Sparker’s Soapbox at https://www. sparkers-soapbox.com. We are proud that many Temple members are volunteering at the Naples Senior Center, the Harry Chapin Food Bank and at the Guadalupe Center in Immokalee and by participating in Mitzvah Day each year. As we look ahead to the coming year, we need members’ suggestions and ideas, and active participation in our social action and social justice pursuits. Please contact Ken Goldstein (kengoldstein@mac.com) or Liz Jaffe (jaffeliz@gmail.com) with your thoughts, comments, suggestions and questions.

Tikkun Olam Our Tikkun Olam Council provided opportunities to affect positive change through education, activism and advocacy on issues including gun violence prevention, education and the environment. Members of all ages joined together on Mitzvah Day, building intergenerational connections as they “repaired the world.” 25

R epairing the World

Temple Shalom Building and Grounds R eport SUBMITTED BY: ED ALEXANDER, CHAIR This past year has been a learning curve for me, picking up where Mike Diamond was doing a great job as a result of Hurricane Irma and with much needed help from Victor Lucas, we were able to make some more progress. • The playground work was completed from the hurricane damage. • The exterior of our building has been approved for patching and painting. • There was a grant from the State to make some needed security improvements for the school area. • Roof inspections were made, and some major re-roofing will be taking place where needed. • An interior committee was formed to look at a number of areas that are long overdue for upgrades • School areas – hallways, and entry area, including flooring • Main Temple entry – to include flooring • Social Hall – to include flooring, walls, lighting • Sanctuary – to include seating, bimah, etc. • Office public areas – to include flooring, painting • Security improvements for cell phone usage is in the works • Major upgrades to our alarm panel is in the works • Asphalt pavement improvements - sealant • Working with the Federation on their use of Temple land and how we can best share parking, security, main entry, etc. thus creating a real dynamic Jewish presence in Naples. 26

Notes

Staff

Clergy

A dministrative & Clergy A ssistant Randi Butterworth rbutterworth@naplestemple.org Director of Communications Jeanette Fischer jfischer@naplestemple.org Temple R eceptionist Julie Fischer receptionist@naplestemple.org Controller Maxine Gould mgould@naplestemple.org Development Coordinator Shayna Aronson saronson@naplestemple.org M aintenance Technician Rick Holsbeke maintenance@naplestemple.org Music Director Jim Cochran Facility M anager Victor Lucas vlucas@naplestemple.org Preschool A dministrative A ssistant Gloria Mellman gmellman@naplestemple.org Membership Engagement Coordinator Ana Maria Tamargo atamargo@naplestemple.org

R abbi

Mission Statement

Temple Shalom of Naples is an inclusive Reform Jewish congregation where all individuals are equal partners in making our world whole and holy. We are One Family, believing in the sacredness of relationships, fostering connections – one to another, Temple, Israel, Torah and God. We are living Jewish values and nurturing future generations.

Adam F. Miller amiller@naplestemple.org

Cantor Donna Azu dazu@naplestemple.org

R abbi Emeritus James H. Perman, D.D. rabbi@naples.net

Professional Staff Executive Director Deborah R. Fidel dfidel@naplestemple.org

Interim R eligious School Director Susan Feld, Ed. S. sfeld@naplestemple.org

Preschool Director Seyla Cohen scohen@naplestemple.org

Thank you to our partner