2021-01-26T13:27:24-06:00 2020-06-30 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2019-07-01 593740883 THE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC HOLO 2392639200 975 IMPERIAL GOLF COURSE BLVD 108 NAPLES FL 34110 SUSAN SUAREZ PRESIDENT & CEO 2392639200 2020-12-22 true MARC WHITFIELD CPA P00125986 2394331002 2021-01-14 2019 2022-09-23 18:48:47Z STEPHEN STROME 975 IMPERIAL GOLF COURSE BLVD 108 NAPLES FL 34110 1174464 false X WWW.HOLOCAUSTMUSEUMSWFL.ORG X 2001 FL TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE. 16 16 6 60 0 1393719 981947 48278 102357 -27254 0 -45623 -41224 1369120 1043080 0 0 430632 429847 0 77829 347929 610503 778561 1040350 590559 2730 4935878 5328377 1238447 1628216 3697431 3700161 X TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE. false false 214400 42000 THE HOLOCAUST MUSEUM & COHEN EDUCATION CENTER WAS FOUNDED IN 2001 AND CONTINUES TO SERVE THE COMMUNITY THROUGH ITS STUDENT AND TEACHER EDUCATION PROGRAMS, PUBLIC PROGRAMS AND EXHIBITS. THE MUSEUM HAS ESTABLISHED ITSELF AS A SOURCE OF UNIQUE, HIGH QUALITY EDUCATION FOR THE SOUTHWEST FLORIDA COMMUNITY AND HAS IMPACTED OVER 200,000 PEOPLE, FROM STUDENTS AND TEACHERS TO THE GENERAL PUBLIC. THE MUSEUM WAS VOTED "THE BEST MUSEUM IN COLLIER COUNTY" IN 2017, 2018 (FINALIST), 2019 AND 2020 BY THE READERS OF GULFSHORE LIFE MAGAZINE AND IS CONSISTENTLY RATED IN THE TOP 10 OF "THINGS TO DO IN NAPLES" BY TRIPADVISOR. THESE ACHIEVEMENTS SPEAK VOLUMES ABOUT OUR STAFF AND VOLUNTEERS AND THE SERVICE WE PROVIDE TO THE COMMUNITY. OUR GOAL IS THAT STUDENTS AND VISITORS UNDERSTAND THE DANGERS OF INDIFFERENCE AND WILL BE INSPIRED TO TAKE ACTION AGAINST BIGOTRY, HATRED, AND VIOLENCE. DURING THE YEAR OUR PROGRAMS AND INCLUDED: 1.EXHIBITS - IN ADDITION TO OUR PERMANENT COLLECTION IN OUR NEW MUSEUM, WE OFFER SEVERAL TEMPORARY EXHIBITS DURING THE YEAR EITHER FROM OUR OWN ARCHIVES OR TRAVELING EXHIBITS OFFERED BY OTHER MUSEUMS AND CENTERS. OUR HOLOCAUST-ERA BOXCAR, ON LOAN FROM THE BOXCAR FOUNDATION AND JACK AND F.E. NORTMAN, REMAINS AN INVALUABLE EDUCATIONAL TOOL TO SUPPORT THE MUSEUM'S MISSION. EXPENSE: 214,400 REVENUE: 42,000 218000 47000 2.STUDENT & TEACHER PROGRAMS - THE MUSEUM PROVIDES EDUCATIONAL PROGRAMS FOR MORE THAN 15,000 STUDENTS AND TEACHERS IN SOUTHWEST FLORIDA, KINDERGARTEN THROUGH UNIVERSITY. OUR 5-8+ PROGRAM OFFERS A VARIETY OF LESSONS FOR STUDENTS IN 5TH, 8TH AND HIGH SCHOOL, INCLUDING IN-SCHOOL PROGRAMS FOR 5TH GRADE AND HIGH SCHOOL AND FIELD TRIPS TO THE MUSEUM FOR 8TH GRADE. PROGRAMS ARE OFFERED FREE OF CHARGE FOR TITLE 1 SCHOOLS AND SCHOOLS THAT HAVE A FINANCIAL HARDSHIP. SURVIVOR TALKS AT SCHOOL ASSEMBLIES PROVIDE POWERFUL PERSONAL STORIES THAT ENGAGE STUDENTS AND ADULTS ALIKE. WE ALSO OFFER "IN FLIGHT," AN ORIGINAL SHORT PLAY BASED ON THE STORY OF HOLOCAUST SURVIVOR SABINE VAN DAM AND CREATED IN PARTNERSHIP WITH GULFSHORE PLAYHOUSE. THE PERFORMANCE OF THE PLAY IS PRECEDED BY TWO CLASSROOM SESSIONS ON THE OVERALL HISTORY OF THE HOLOCAUST AND THE SPECIFIC HISTORY OF SABINE AND OTHERS LIKE HER WHO LIVED IN AMSTERDAM AT THE START OF THE WAR SO THAT THE STUDENTS UNDERSTAND THE CONTEXT OF THE PLAY BEFORE SEEING IT. OUR CURRICULUM CATALOG OFFERS 10 DIFFERENT PROGRAMS FOR TEACHERS TO CHOOSE FROM, WITH LESSON PLANS LINKED TO SUNSHINE STATE STANDARDS. EXPENSE: 218,000 REVENUE: 47,000 280000 62000 3.ADULT/PUBLIC PROGRAMS AND GENSHOAH - THE MUSEUM CONTINUES ITS PARTNERSHIP WITH GENSHOAH OF SOUTHWEST FLORIDA TO PRESENT A FULL CALENDAR OF QUALITY PROGRAMS TO OUR COMMUNITY INCLUDING FILMS, GUEST SPEAKERS, AND MORE. WE ALSO OFFER EDUCATIONAL PROGRAMS ENHANCED WITH TRAVELING DISPLAYS OF ARTIFACTS TO GROUPS AT LIBRARIES AND OTHER LOCATIONS THROUGHOUT SOUTHWEST FLORIDA. EXPENSE: 280,000 REVENUE: 62,000 712400 true true false false false false false true false false true false false false true true true false false false false false false false true false false false false false false false false false false true false false false false false false false false false false false true 13 0 6 true false false false false false true true false false false false false false false false X 16 16 false false false false false false false true true false false true true true true true false true true false X X THE ORGANIZATION 2392639200 975 IMPERIAL GOLF COURSE BLVD 108 NAPLES FL 34110 SUSAN SUAREZ PRESIDENT & 40.00 X 144512 0 0 HYMIE AKST DIRECTOR 1.00 X 0 0 0 LARRY BAER DIRECTOR 1.00 X 0 0 0 HERBERT BERKELEY PAST CHAIRMA 4.00 X X 0 0 0 GOLDIE BERTONE DIRECTOR 1.00 X 0 0 0 ROSALEE BOGO DIRECTOR 1.00 X 0 0 0 JANET G COHEN DIRECTOR 1.00 X 0 0 0 MICHAEL FELDMAN DIRECTOR 1.00 X 0 0 0 GARY LENCHNER DIRECTOR 1.00 X 0 0 0 MAUREEN LERNER DIRECTOR 4.00 X 0 0 0 JACK NORTMAN DIRECTOR 1.00 X 0 0 0 ROB NOSSEN TREASURER 4.00 X X 0 0 0 STUART PRICE VICE CHAIR 4.00 X X 0 0 0 FRED ROTH VICE CHAIR 4.00 X X 0 0 0 MICHAEL SEAMAN DIRECTOR 1.00 X 0 0 0 ASHLEY SOLOMON DIRECTOR 1.00 X 0 0 0 STEPHEN STROME CHAIRMAN 4.00 X X 0 0 0 RICHARD D YOVANOVICH SECRETARY 4.00 X X 0 0 0 144512 1 false false false 32116 288995 7121 653715 981947 PROGRAM FEES 712110 59518 59518 MUSEUM ADMISSIONS 712110 42839 42839 102357 90160 288995 131384 -41224 -38602 1043080 102357 -38602 136800 123120 6840 6840 241023 216921 12051 12051 3359 3023 168 168 22384 20146 1119 1119 26281 23653 1314 1314 6751 6075 338 338 18286 16458 914 914 33278 29950 1664 1664 61184 6162 54837 185 15755 15755 191938 164415 18388 9135 3068 2762 153 153 66150 59067 3801 3282 131494 131494 25480 22932 1274 1274 OTHER EVENT EXPENSES 29896 29896 MUSEUM PROGRAMS 16265 16265 ANNUAL APPEAL 9485 9485 EDUCATION 748 748 725 703 11 11 1040350 712400 250121 77829 130 130 460103 551942 1830061 1151590 28787 28258 3719990 136861 2596896 3583129 15904 13328 3997 4935878 5328377 171246 184360 836076 1370349 221205 9920 73507 1238447 1628216 X 1796101 2903280 1901330 796881 3697431 3700161 4935878 5328377 X 2730 X false true X true false X 595384 538881 3267330 1393719 981947 6777261 595384 538881 3267330 1393719 981947 6777261 1594972 5182289 772 543 367 1682 6778943 218600 0.76450 0.73950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 314000 314000 1202223 23368 1178855 1728036 42478 1685558 140681 35270 105411 335050 35745 299305 3583129 PPP REFUNDABLE ADVANCE 70271 CREDIT CARD PAYABLE 3224 SALES TAX PAYABLE 12 73507 X 1003699 1003699 39381 39381 1043080 1000969 1000969 39381 39381 1040350 SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAX TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME, HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE ORGANIZATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THE ORGANIZATION ADOPTED THIS GUIDANCE. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. SCHEDULE D, PAGE 4, PART XI, LINE 4B OTHER EVENT EXPENSES 39,381 SCHEDULE D, PAGE 4, PART XII, LINE 4B OTHER EVENT EXPENSES 39,381 TRIUMPH 242914 196464 46450 42405 41989 LADIES LUNCHEON 133848 90138 43710 26296 18072 376762 286602 90160 68701 60061 128762 -38602 COLEMAN YOVANOVICH & KOESTER SECRETARY 825 LEGAL FEES/CLSG COST false FORM 990 ON JUNE 14, 2016, THE ORGANIZATION AMENDED THEIR ARTICLES OF INCORPORATION TO CHANGE THEIR LEGAL NAME TO THE HOLCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA, INC. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS MAN THE MUSEUM STORE, SERVE AS RECEPTIONISTS, TOUR GUIDES, EDUCATION INSTRUCTORS, EVENT HELP AND GENERAL OFFICE ASSISTANTS. FORM 990, PAGE 2, PART III, LINE 4A THE HOLOCAUST MUSEUM & COHEN EDUCATION CENTER WAS FOUNDED IN 2001 AND CONTINUES TO SERVE THE COMMUNITY THROUGH ITS STUDENT AND TEACHER EDUCATION PROGRAMS, PUBLIC PROGRAMS AND EXHIBITS. THE MUSEUM HAS ESTABLISHED ITSELF AS A SOURCE OF UNIQUE, HIGH QUALITY EDUCATION FOR THE SOUTHWEST FLORIDA COMMUNITY AND HAS IMPACTED OVER 200,000 PEOPLE, FROM STUDENTS AND TEACHERS TO THE GENERAL PUBLIC. THE MUSEUM WAS VOTED "THE BEST MUSEUM IN COLLIER COUNTY" IN 2017, 2018 (FINALIST), 2019 AND 2020 BY THE READERS OF GULFSHORE LIFE MAGAZINE AND IS CONSISTENTLY RATED IN THE TOP 10 OF "THINGS TO DO IN NAPLES" BY TRIPADVISOR. THESE ACHIEVEMENTS SPEAK VOLUMES ABOUT OUR STAFF AND VOLUNTEERS AND THE SERVICE WE PROVIDE TO THE COMMUNITY. OUR GOAL IS THAT STUDENTS AND VISITORS UNDERSTAND THE DANGERS OF INDIFFERENCE AND WILL BE INSPIRED TO TAKE ACTION AGAINST BIGOTRY, HATRED, AND VIOLENCE. DURING THE YEAR OUR PROGRAMS AND INCLUDED: 1.EXHIBITS - IN ADDITION TO OUR PERMANENT COLLECTION IN OUR NEW MUSEUM, WE OFFER SEVERAL TEMPORARY EXHIBITS DURING THE YEAR EITHER FROM OUR OWN ARCHIVES OR TRAVELING EXHIBITS OFFERED BY OTHER MUSEUMS AND CENTERS. OUR HOLOCAUST-ERA BOXCAR, ON LOAN FROM THE BOXCAR FOUNDATION AND JACK AND F.E. NORTMAN, REMAINS AN INVALUABLE EDUCATIONAL TOOL TO SUPPORT THE MUSEUM'S MISSION. EXPENSE: 214,400 REVENUE: 42,000 FORM 990, PAGE 2, PART III, LINE 4B 2.STUDENT & TEACHER PROGRAMS - THE MUSEUM PROVIDES EDUCATIONAL PROGRAMS FOR MORE THAN 15,000 STUDENTS AND TEACHERS IN SOUTHWEST FLORIDA, KINDERGARTEN THROUGH UNIVERSITY. OUR 5-8+ PROGRAM OFFERS A VARIETY OF LESSONS FOR STUDENTS IN 5TH, 8TH AND HIGH SCHOOL, INCLUDING IN-SCHOOL PROGRAMS FOR 5TH GRADE AND HIGH SCHOOL AND FIELD TRIPS TO THE MUSEUM FOR 8TH GRADE. PROGRAMS ARE OFFERED FREE OF CHARGE FOR TITLE 1 SCHOOLS AND SCHOOLS THAT HAVE A FINANCIAL HARDSHIP. SURVIVOR TALKS AT SCHOOL ASSEMBLIES PROVIDE POWERFUL PERSONAL STORIES THAT ENGAGE STUDENTS AND ADULTS ALIKE. WE ALSO OFFER "IN FLIGHT," AN ORIGINAL SHORT PLAY BASED ON THE STORY OF HOLOCAUST SURVIVOR SABINE VAN DAM AND CREATED IN PARTNERSHIP WITH GULFSHORE PLAYHOUSE. THE PERFORMANCE OF THE PLAY IS PRECEDED BY TWO CLASSROOM SESSIONS ON THE OVERALL HISTORY OF THE HOLOCAUST AND THE SPECIFIC HISTORY OF SABINE AND OTHERS LIKE HER WHO LIVED IN AMSTERDAM AT THE START OF THE WAR SO THAT THE STUDENTS UNDERSTAND THE CONTEXT OF THE PLAY BEFORE SEEING IT. OUR CURRICULUM CATALOG OFFERS 10 DIFFERENT PROGRAMS FOR TEACHERS TO CHOOSE FROM, WITH LESSON PLANS LINKED TO SUNSHINE STATE STANDARDS. EXPENSE: 218,000 REVENUE: 47,000 FORM 990, PAGE 6, PART VI, LINE 11B THE TREASURER PROVIDES A COPY OF FORM 990 TO THE ENTIRE BOARD TO REVIEW PRIOR TO ELECTRONICALLY FILING THE 990. FORM 990, PAGE 6, PART VI, LINE 12C OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT ANNUALLY A STATEMENT IDENTIFYING ANY POTENTIAL CONFLICTS OF INTEREST. IF DURING THE YEAR A CONFLICT EXISTS, THAT PERSON SHALL REFRAIN FROM INFLUENCING THE VOTING OF THAT TRANSACTION AND REFRAIN FROM VOTING, IF A BOARD MEMBER. FORM 990, PAGE 6, PART VI, LINE 15A PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND KEY EMPLOYEES: EMPLOYEES ARE EVALUATED ANNUALLY BASED ON ACHIEVING GOALS. SALARY FOR THE CEO IS DETERMINED BY THE BOARD AND ANY THE CEO IS EVALUATED ANNUALLY. THE CEO EVALUATES THE OTHER EMPLOYEES AND REVIEWS THEIR COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B EMPLOYEES ARE EVALUATED ANNUALLY BASED ON ACHIEVING GOALS FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND ON GUIDESTAR. FORM 990, PART XI, LINE 9 OTHER EVENT EXPENSES -39,381 OTHER EVENT EXPENSES 39,381