to Annual Report for Fiscal Year 2012

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to Annual Report for Fiscal Year 2012
Annual
Report
FISCAL YEAR
2012 – 2013
5773
T E M P L E BE T H A M A N N UA L M E E T I N G
Tuesday, May 20, 2014 at 7:30 p.m.
Sanctuary followed by dessert reception in the Lobby
Lewis Family Religious Life Complex
The Janet z”l and Richard Yulman Campus
5950 N. Kendall Drive, Pinecrest, Florida 33156 | 305 667 6667
www.tbam.org
DE A R T E M PLE BE T H A M FA M I LI E S ,
Though we know that change is on the horizon, Temple Beth Am is strong, healthy and preparing for our
future. For almost 60 years, Temple Beth Am has been a center of Jewish Life in Pinecrest, FL. We have
evolved through the decades while continuing to meet the needs of our community. The commitment to
providing spiritual, educational and social programming for every member of our synagogue has never
been stronger. We appreciate the diversity of our community and strive to have a relationship with each
and every family in our congregation.
This year has seen continued success toward the balanced budget plan necessary to sustain the fiscal
strength of Temple Beth Am. In addition to maintaining expense efficiencies the lay and administrative
teams have continued to develop and grow revenue streams. We are committed to living within our
financial means.
We are in a position of excellence as we embark on the search for our new Senior Rabbi. Rabbi Bookman
will retire after serving our congregation for 20 years on June 30, 2015. At this time he will become Rabbi
Emeritus. He continues to prepare the congregation for this transition. This will enable us to welcome
our new Senior Rabbi with open minds and open hearts. Thank you for your thoughtful wisdom during
our congregational parlor meetings this year. Your input has helped us craft our Rabbinic Search Application depicting who we are as a congregation and what we desire in our new Senior Rabbi.
Our Endowment Campaign is on the fast track and the energy and excitement are apparent. Thank you
to our loyal donors who have challenged us with their generous match. And, thank you to our congregants who have already committed to the Endowment campaign. We will actively continue to solicit the
congregation.
As we move into the next fiscal year, our goal is to continue to provide the finest of worship, educational
and social opportunities while maintaining our fiscal values and the core values of Judaism. In 2015, we
will celebrate the past 60 years and prepare for the future of Temple Beth Am.
The synergy between our professionals and our lay leaders is collaborative and effective. I am deeply grateful to the dedicated team of individuals with whom I share this important work. May we continue to stay
strong, healthy and move into the future together.
With Warmth and Gratitude,
A DR I A N DU BOW, President
T E M PL E BE T H A M
Annual Report 2 014
2
Revenue & Expenses
Year ended June 30, 2012
Year ended June 30, 2013
REVENUE
REVENUE
Temple Revenue
$3,343,284.00
Temple Revenue
$3,322,341.00
Day School Revenue
$4,365,337.00
Day School Revenue
$4,698,746.00
Religious School/Youth Revenue
$261,563.00
Religious School/Youth Revenue
$273,597.00
Fundraising Revenue
$158,897.00
Fundraising Revenue
$193,647.00
Recreational Program Revenue*
$630,209.00
Recreational Program Revenue*
$648,888.00
Total Revenue
$8,759,290.00
Total Revenue
E X PE NSE S
$9,137,219.00
E X PE N SE S
Temple Expense
$3,312,157.00
Temple Expense
$3,265,525.00
Day School Expense
$4,479,477.00
Day School Expense
$4,608,182.00
Religious School/Youth Expense
Fundraising Expense
Recreational Program Expense*
†
Total Expense
$537,051.00
Religious School/Youth Expense
$30,732.00
Fundraising Expense
$433,859.00
2 013 R E V E N U E
$27,500.00
Recreational Program Expense*
†
$8,793,277.00
Deficit from Operations
$576,693.00
Total Expense
($33,987.00)
$411,537.00
$8,889,436.00
Surplus from Operations
$247,783.00
2 013 E X PE N SE S
36%
36%
36%
36%
52%
52%
51%
51%
3%
3%
6%
6%
2%
2%
0%
0%
7%
7%
5%
5%
Excluding depreciation; *Basketball, ASU, Bridge, Facility Rental, etc.
†
T E M PL E BE T H A M
Annual Report 2 014
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Celebrating Our Past…
Securing Our Future
The Temple Beth Am Endowment Campaign —
Our Momentum is Contagious
P
rogress on our Temple Beth Am Endowment Campaign
has been remarkable. A huge reason that we have been so
successful is because of the generosity of those participants
who established a $2.5 million Challenge Grant in late January.
Basically, if we raise $2.5 million of new donations, they have
agreed to make a $2.5 million donation, thus making every $1
raised be equal to $2 provided we reach $2.5 million quickly.
The Challenge Grant has led to an enthusiastic response from
numerous families in our congregation and our schools. We now
have over 75 families that have understood our need and answered
our call. Our gifts range from $1,000 to $1,000,000. We have received
generous contributions from almost our entire Board and from
families that are new to Temple Beth Am and our schools. Many
of these families also have generational ties to our community.
Another reason for our recent success is our Endowment Solicitation
Team has grown. Our team now includes 24 solicitors comprised of
members, school parents, clergy, and professional staff. Eighteen
have already established at least one meeting or attended a
solicitation. We are so grateful for our team’s leadership,
their dedication, and their motivation. We are truly blessed
to have their participation in this critical mission.
Finally, another motivating factor for many families has been our
60th Anniversary Book. As an enhancement, all donors who give a
gift of $10,000 or more to the Endowment Campaign, will have the
option of participating in this incredible book. If you don’t know
about our Anniversary Book yet, please contact us at 305-667-6667
and we will have someone explain it to you in person.
Even though we are closing in on the halfway point in our 10 million
dollar campaign, so much more work needs to be done. To all
those families that have given, thank you for your generosity.
To put it simply, this endowment campaign encapsulates what we are all
about and will impact all aspects of Jewish life here at Temple Beth Am for
decades to come. We will continue to keep you apprised of our progress
and looking forward to seeing you and telling you more good news.
Susan Henkin and Mark Gilbert, Endowment Campaign Chairs
T H A N K YOU FOR “ SEC U R I NG OU R F U T U R E ”
A N O N Y MO U S
A DL E R , L E S & BE T H
A M RO N , BR E T T & L AU R E N
B A R K U S , DAV I D & A L I S ON H I F T
BE I N E R , E D & DA N I E L A Z A N Z U R I
BE R M A N , J I L L
BE R MO N T, R IC H A R D
BE R N S T E I N , A L A N & J AY U S I A
BE R R I N , ROBE RT & F R A N C Y N
B O OK M A N , R A BBI T E R RY & K A R E N S OBE L
BR AGH I N , F E R N A N D O & N IC OL E
C U LV E R HO U S E , H UGH & E L I Z A
DAV I S , J A S O N & J OR DA N A
DE U T C H , DAV I D & DE BR A
DU B OW, K E N & A DR I A N
E IC H BE RG , M A RC & I L E N E
E I N S PRUC H , N OR M A N & E DI T H
E RT E L , DAV I D & BE T H
FA I N , R IC H A R D & C OL L E E N
FA R K A S , DA N I E L & J U L I A N N E
F O OD M A N , DA N I E L & N IC OL E
F OR M A N , L A R RY & S H E I L A
F R A N K , E L I S A BE T H
F R A N K , B A R RY & DE BR A
T E M PL E BE T H A M
Annual Report 2 014
F R I E D M A N , E DWA R D & L OR I
G A RV E T T, F R E D & S H I R A
GI L BE RT, M A R K & BE L I N DA
G OL DE N , DIC K & T E R I
G RO S S M A N , W I L L I A M & DI L I A
GU R L A N D, J R . , H A RV E Y & C A ROL I N A
H E N K I N , S U S A N & E DWA R D
H E R S H , ROBE RT & N A N C Y
H E S S E L , F R A N K & J ODI
HOF F M A N , R IC H A R D & I L I S A
HOL L U B , H A R RY & A M Y
K A N DE L L , S C O T T & L E N A
K A R S E N T I , A R N AU D & R E BE C C A
K ISL A K, JON & T INA
KOF F S K Y, DA N I E L & L AU R A
L A M PE N , R IC H A R D & S U S A N
L E AT H E , J E R E M Y & M I N DY
L E DE R M A N , A L A N & J OA N N
L E IGH T, N AT H A N & E L I Z A BE T H
L E IGH T O N , J OH N & A M Y C A R M E L
L I E BL I N G , S T E WA RT & A BBE
M E S S I N G , S T E V E N & A DR I E N N E
MO S KOV I T Z , A L E X & L I LY
N E V E S , L AU R A
PIQU E , S A N DY
P ODH U R S T, A A RO N & D ORO T H Y
R AT Z A N , S T UA RT & M YC K I
RO S E N T H A L , A L A N & DE BR A
S A IO N T Z , L E S L I E
S A R A S O N , S C O T T & M IC H E L L E
S C H AT Z M A N , ROBE RT & L OR R A I N E
S C H WA RT Z , E DWA R D
S E RV I A N S K Y, DAV I D & L I LY
S I E GE L , R IC H A R D & J AC K I E
S O C OL , HOWA R D & S H A RO N
S OKOL , BR A D & L AU R E N
S OM A N , BI L L & J E A N
S PA L DI N G , L I N D S AY & J U L I E S T E V E N
S U M BE RG , J OH N & J O
TA N N E N B AU M , D O N A L D & ROBE RTA
T H E FA I R HOL M E F O U N DAT ION
T ROPI N , H A R L E Y & S H E R RY
W I D OM , GL E N N & E L L E N
WOL F S ON , L O U I S & E L L E N
WOL OF S K Y, HOWA R D & PA M E L A
Y U L M A N FA M I LY
Z A D OF F, A N A & J E F F C O S IOL
Z I N N , ROBE RT & K A R E N
Z A NZUR I, JENN Y
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What’s Your
Temple Beth Am Story?
Join us as we celebrate our Temple’s 60th anniversary and our Day School’s 45th anniversary with a
beautiful historic book. This is an exciting opportunity for you to participate in our 300-page anniversary
book. Designed in two-sections, the first half of the book documents in word and photographs the
history, foundation and leadership of the Temple, with the second devoted to Temple members and
families. This remarkable anniversary book will create a treasured record of your family history for
generations to come.
Your family’s history is our history – be a part of a commemorative book that you will treasure forever.
A NNIV ERSARY BOOK COMMIT TEE
Co-Chairs
Colleen Fain, Susan Lampen, Jo Ann Lederman, Lily Serviansky
Steering Committee – Annie Berenson, Fran Berrin, Bea Citron, Adrian Dubow,
Donna Feldman, Debbie Freedman, Susan Henkin, Jodi Hessel,
Karen Kammer, Tina Kislak, Diane Krieger, Jennifer Levin, Sharon Socol,
Bonnie Webman, Daniela Zanzuri
THE AUTHOR NEEDS YOUR HELP
As we compile the history of Temple Beth Am and its schools, we need
your help. We are looking for your stories, your memories and your personal
connections to the Temple. Do you have a multi-generational experience to
share? Did you and your child celebrate a Bar or Bat Mitzvah here? Were you
a student and a parent at the Day School? Did you meet your spouse through
activities at the Temple? Did you play and coach in the basketball league?
We are also looking for any old-time recollections. Were you involved in the
Sisterhood, the Chorus or any of the early groups? Are you a “pack rat” with
old pictures, pamphlets or Commentators? Please contact Laura Pincus at
[email protected] with any contributions.
We invite you to be part of this commemorative book by including your own
Beth Am/family story. Participate by contributing towards the creation of the
book and reserve fund.
T WO WAYS TO PARTICIPATE:
1.By designating a portion of your endowment gift to the creation of
our reserve fund and the anniversary book
2.By making a donation directly to the book and reserve fund
Sample Story
BY JO A NN LEDER M A N
(Condensed Version)
Poppy Herman Morgan
(Morgenbesser) told me that the
journey to New York in 1902, when
he was 10 and traveling alone on
a cattle boat from Germany, was
both frightening and exhilarating.
He kissed his mother goodbye and
escaped to cousins in New York,
away from his physically punishing
father. His first job was sweeping
floors in a restaurant, and by the time
of his death in 1969, he had owned
14 successful New York restaurants,
and began the food legacy for my
mother’s side of the family.
Our family story is that Poppy
would open all his restaurants
on Thanksgiving so the poor and
homeless wouldn’t go hungry. My
Nana said he would leave in the
cold morning wearing a coat, and
invariably come home without it
because he gave it to a person in
need. Among my family’s cherished
mementos are letters from the
New York City police department,
thanking Poppy for these
kindnesses.
Story Continued online:
www.tbam.org/sample-story
For more information contact, Bob Hersh at 786.364.9425 or [email protected]
The Temple Beth Am anniversary book is planned to be published April 2015.
T E M PL E BE T H A M
Annual Report 2 014
5
The following recommendations will be voted on by the general membership of Temple Beth Am at our Congregational Meeting to be held
on Tuesday, May 20, 2014 at 7:30 p.m. You are all invited and encouraged to attend this very important meeting. Not only will you have
the opportunity to meet the officers and directors of Temple Beth Am, but you will have an opportunity to learn about your congregation
and the plans and goals for our future.
NOM I N AT E D A S OF F IC E R S FOR 2 014 – 2 015
President
Executive Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Recording Secretary
Corresponding Secretary
Treasurer/Financial Secretary
Immediate Past President
Prior Past President
Presidential Appointee
Adrian Dubow
William Grossman
Lauren Amron
Debra Frank
Mark Gilbert
Lisa Heller Green
Dan Koffsky
Jodi Mazer
Adrienne Messing
Michelle Sarason
Tracey Spiegelman
Daniela Zanzuri
Karen Zinn
Stuart Ratzan
Richard Siegel
Susan Henkin
Richard W. Hoffman
Gary Davis, Esq., Temple Counsel
NOM I N AT E D A S DI R E C T OR S FOR T E R M S E N DI NG I N 2 015
Jeremy Leathe
John Lederman
Jeffrey Marcus
Donald McClaskey
Alex Moskovitz
Darin Schatzman
Ed Schwartz
Josh Young
NOM I N AT E D A S DI R E C T OR S FOR T E R M S E N DI NG I N 2 016
Les Adler
Jason Davis
Norman Einspruch
Larry Forman
Teri Golden
Nanci Hellinger
Mindy Leathe
Abbe Liebling
Steven Solomon
NOM I N AT E D A S DI R E C T OR S FOR T E R M S E N DI NG I N 2 017
Dan Farkas
Alan Fine
Judy Gilbert-Gould
Amy Hollub
Lisse Kravetz
Susan Lampen
Jennifer Levin
Ed Schmidt
YOU R NOM I N AT I NG C OM M I T T E E C ON S I S T E D OF T H E FOLL OW I NG :
Lauren Amron
Adrian Dubow
William Grossman
Debra Frank
Susan Henkin
Howard Wolofsky
Richard W. Hoffman
Also included on the Board will be the Past Presidents, representatives of the Board of Trustees, BAFTY, PATIO, PSTARS,
Sisterhood, the Day and Religious School Boards.
T E M PL E BE T H A M
Annual Report 2 014
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Committee of 100
CIRCLE OF LIFE
Richard & Colleen Fain
Jon & Tina Kislak
Daniel & Jan Lewis
Leslie Saiontz
Richard Yulman
CIRCLE OF BLESSING
Andrew Fredman
& Kerin McCarthy Fredman
Mark & Nedra Oren
Aaron & Dorothy Podhurst
RABBI’S HONOR
CIRCLE
Hillit Meidar-Alfi & Eyal Alfi
Alan & Jayusia Bernstein
Joe Bolton & Alison Miller
Beth & David Ertel
Dick & Susan Lampen
Fabrizio & Laura Neves
Noreen Sablotsky
David & Lily Serviansky
PRESIDENT’S
HONOR CIRCLE
Scott & Michele Baena
Jacqueline & Barry Brant
Karen Cohen & Julie Dixson
Gary & Barbara Davis
Ron & Charlene Esserman
Robert & Donna Feldman
Lawrence & Suzanne Fishman
Larry & Sheila Forman
Adam & Cheryl Goldstein
Stuart & Dianne Gottlieb
Larry Kahn, III & Susan Kahn
Ron & Karen Kammer
Barry & Judi Katzen
Michael & Valerie Katz
Howard & Linda Landy
Barbara Levin
Victor & Lisa Mendelson
Gabriel & Evelyn Politzer
Stuart & Mycki Ratzan
Peter & Wendy Salomon
Joel & Randy Schenkman
Hermina Seiden
Richard & Jackie Siegel
Howard & Sharon Socol
Louis Wolfson III
& Ellen Wolfson
Howard & Pam Wolofsky
COMMITTEE OF 100
Irwin & Helene Adler
Les & Beth Adler
Harold & Eleanor Aibel
Brett & Lauren Amron
T E M PL E BE T H A M
Annual Report 2 014
Israel & Victoria Assa
Evelyn K. Axler
Ryan & Rachel Bailine
Scott & Debbie Barkow
David & Karen Baron
Herbert Baumgard
George & Monique Befeler
Robert & Ana Behar
Edward Beiner &
Daniela Zanzuri-Beiner
Jill Berman
Richard & Barbara Bernstein
Bob & Francyn Berrin
Lynn & Alex Binstock
Clinton & Elizabeth Biondo
Judith & Jordan Bittel
Stephen & Sabine Bittel
Edward & Iliana Blumberg
Philip Blumberg
Terry Bookman & Karen Sobel
Jim & Gale Bramnick
David & Melissa Buckner
Keith & Diane Chasin
Gary & Carol Cohen
Barbara & Gary Cohen
Richard & Dianne Cohen
William & Bobbie Cohen
Jack & Cookie Cohn
Sol Colsky
Paul & Jolie Cummings
Jose Da Costa Gomez
& Annelies Hoffmann
Da Costa Gomez
Bob & Judith Davidoff
Harold & Nanci Deutsch
Marny Dixon
Kenneth & Adrian Dubow
Michael Duchowny
& Leslie McCormick
Max & Danielle Eisenbud
Roy & Lori Fabry
Dan & Julianne Farkas
Fred & Carly Fein
Elaine & Theodore Feldman
Charlie & Lauren Fernandez
Jonathan & Nadine Fialkow
Alan Fine &
Victoria Corrigan Fine
Randy & Stephanie Fink
Steven & Nadine Foldes
Daniel & Nicole Foodman
Barry & Debra Frank
David & Linda Frankel
Elisabeth Frank
Martin & Julie Franklin
Michael & Carolynn Friedman
James & Patty Gassenheimer
Marty & Leslie Genauer
Joan Getz
Bernie & Nancy Goldberg
Harris Goldberg
& Lisa Esserman
Diane & Terry Goldberg
Evan & Stephanie Goldman
Hazel Goldman
Pascal & Emily Goldschmidt
Larry & Susan Golinsky
Jeffrey Gomez &
Cindy Weisfisch Gomez
Jorge Gomez & Ann Kaufman
Bob & Nancy Green
Scott & Amy Greenwald
Bruce Greer
& Evelyn Langlieb Greer
Renee Gross
Phyllis Grossman
Bill & Dilia Grossman
Louis & Patty Gurkin
Harvey Gurland, Jr. &
Carolina Gurland
Jay & Sandy Halpern
Bernie & Deborah Harris
Dolly Harris
Mark & Helen Hauser
Michael & Nanci Hellinger
Richard Hersch
Greg & Jennifer Herskowitz
Frank & Jodi Hessel
Dave & Hedy Hirsch
Richard Hoffman
Joseph & Anita Hoffman
Ken & Hillary Hoffman
Richard & Ilisa Hoffman
Harry & Amy Hollub
Michael & Iris Hyman
Chuck & Roberta Jacoby
David Jagolinzer
John Janette & Joely
Kaufman-Janette
Leonard & Debby Kalman
Steve Kandell
Margarite & James Kaplan
Rafael & Sara Kapustin
Ira & Randye Karmin
Arnaud & Rebecca Karsenti
Ezra & Tati Katz
Gary Katz and Family
Howard & Shirley Katzman
David Keyes
Bernita King
Steven & Tammy Klein
Gary & Leo Kluger
Dan & Laura Koffsky
Bruce Kohrman & Diane
Krieger- Kohrman
Robert Korn &
Rosario Rico Toro-Korn
Murray & Ilene Kossman
Frank & Helene Kronberg
Alan & Rose Kurzweil
Daniel & Fern Lampert
Elliot & Barbara Lang
Ted & Barbara Latham
Scott & Beth Lazar
Brett & Pamela Lear
Jeremy & Mindy Leathe
Marc & Judith Lederhandler
John Leighton
& Amy Beth Carmel
Nathan & Elizabeth Leight
Dan Levine
& Lauren Bronfman
Eric & Jennifer Levin
Melvin & Joan Levinson
Eric & Lauren Lieberman
David & Barbara Lipman
David & Cindi Lubarsky
Ray & Susan Malca
Jeffrey & Rebecca Mandler
Jeffrey & Nicole Marcus
Paul & Roberta Marcus
Jay & Lisa Massirman
Jim & Carol Mattei
Jason Mazer &
Jodi Hirschfield Mazer
Steve & Jen Medwin
Moshe & Margalit Meidar
Michael & Susan Meister
Clifford & Diana Mermell
Steve & Adrienne Messing
Marc & Marian Milgram
Howard & Lisa Millhauser
Spencer & Maria Morgan
Peter & Yiska Moser
Alexander & Lily Moskovitz
Eduardo & Yael Muller
Deborah & James Nolan
Jeffrey & Susan Nullman
Steven Olszewski
& Robin Amster
Kevin & Stacey Packman
Harry & Lisa Payton
Michael & Lois Pfeffer
Steven & Ida Plotkin
Rich & Amy Pollack
Miguel & Lezlie Poyastro
David & Sheila Quint
Candy Fien Rabkin
David & Susan Racher
Judith Ratzan
Danny & Elise van der Reis
Terry & Marcia Reisman
Jack & Jill Reiter
Guillermo &
Maggie Retchkiman
Ron & Jessica Rodman
Alan & Debra Rosenthal
David & Becky Rosenbaum
Jeff & Lillian Rosenberg
Frances & Kenneth Rosen
Steve Rossman
Jon & Jamie Rubenstein
Richard & Cessy Rubinson
Steven & Cindy Rudin
Jorge & Stacey Ruiz
Scott & Michelle Sarason
Bobby & Lorraine Schatzman
Miriam Schenkman
Shirley Schraub
Kenneth Schurr &
Valerie Manno Schurr
Howard & Jill Schwartz
Harlan & Randy Selesnick
Alan & Karen Serure
Jay & Susan Shapiro
John & Donna Shepard
Howard & Stacey Shoer
Marlene Silverman
& Gerald Backman
Sean Simon & Perri Young
Adam & Lila Smith
Julio & Judy Snitcovsky
Roger & Marti Snyder
Brad & Lauren Sokol
Steven & Staci Solomon
William & Jean Soman
Lindsay Spalding
& Julie Steven
Robert & Deborah Sperber
Larry & Tracey Spiegelman
Marty & Leslie Steinberg
Bradley & Nancy Stein
Martine & Eduardo Stern
Tania & Rudy Stern
Robert & Michele
Wagner Stone
Louise Stubins
Clifford & Betty Suchman
John & Jo Sumberg
Monica & Myron Tanenbaum
Jill Sachson Trattler
Harley & Sherry Tropin
Elion Vinocur &
Rebecca Shull Vinocur
Howard & Suzanne Wallach
Michael & Julie Weiser
Mitch & Alicia Widom
Michael & Betty Wohl
Carlos & Meredith Wolf
Adam Yunis
Robert & Karen Zinn
7