2020-02-13T09:53:47-06:00 2019-06-30 640897081 MATTHEWS CUTRER & LINDSAY PA 599 C STEED ROAD RIDGELAND MS 39157 990 2018-07-01 640762027 INSTITUTE OF SOUTHERN JEWISH LIFE INST 6013626357 PO BOX 16528 JACKSON MS 39236 MICHELE SCHIPPER CEO 6013626357 2020-02-11 1 CHARLES R LINDSAY P00294610 6018988875 2020-02-11 167.160.207.138 2020-02-11 22:24:07 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 608995532B9E4190ADDD563CE8BAFB09054B27E5 2018 2020-11-19 02:30:22Z MICHELE SCHIPPER PO BOX 16528 JACKSON MS 39236 3367788 0 X WWW.ISJL.ORG X 2000 MS THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE SUPPORTS, CONNECTS AND CELEBRATES JEWISH LIFE IN THE SOUTH. 31 31 37 34 0 0 1076434 2237874 257062 308160 439281 641469 384769 180285 2157546 3367788 0 0 0 0 1922404 1628331 0 0 414073 710472 660197 2632876 2288528 -475330 1079260 7532844 7428292 3297434 2753593 4235410 4674699 THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE SUPPORTS, CONNECTS AND CELEBRATES JEWISH LIFE IN THE SOUTH. 0 0 1015417 308160 RABBINIC & EDUCATIONAL SERVICES - THE RABBINICAL SERVICES DEPARTMENT LEADS SERVICES, TEACHES CLASSES AND PROVIDES A RABBINIC PRESENCE IN SOUTHERN CONGREGATIONS THAT CANNOT AFFORD A FULL-TIME RABBI OF THEIR OWN. FIFTY-THREE VISITS TO FORTY-ONE COMMUNITIES TOOK PLACE IN 2019. THE EDUCATION DEPARTMENT SUPPORTS CONGREGATIONAL RELIGIOUS SCHOOLS, LARGE AND SMALL. IN 2019, 72 CONGREGATIONAL SCHOOLS UTILIZED THE ISJL'S COMPREHENSIVE, TRANS-DENOMINATIONAL RELIGIOUS SCHOOL CURRICULUM DESIGNED TO PROMOTE A COMMON BODY OF JEWISH KNOWLEDGE DELIVERED BY ITINERANT EDUCATORS. FOUR THOUSAND STUDENTS PARTICIPATED IN OUR PROGRAM IN 2019. ISJL WORKS IN A 13 STATE SOUTHERN REGION. 131148 OUR HISTORY AND HERITAGE & INTERPRETATION DEPARTMENTS WORK TO PRESERVE, DISSEMINATE, AND ACTIVELY ENGAGE PARTICIPANTS IN THE RICH HISTORY OF JEWISH LIFE IN THE SOUTH. THE ONLINE WEB-BASED ARCHIVE WITH A HISTORY OF EVERY SOUTHERN JEWISH COMMUNITY WAS COMPLETED THIS YEAR WITH 24 NEW COMMUNITY HISTORIES WRITTEN. TO ENSURE THAT THE RICH HISTORY OF THE SOUTHERN JEWISH EXPERIENCE IS CAPTURED WE CONTINUE TO GROW OUR ORAL HISTORY COLLECTION CURRENTLY NUMBERING AT 800 HISTORIES. FROM SOUTHERN JEWISH HERITAGE TOURS AND HANDS ON ALTERNATIVE BREAK SERVICE LEARNING OPPORTUNITIES, WE OFFER DYNAMIC PROGRAMMING AIMED AT BOTH JEWISH AND SECULAR AUDIENCES TO BRING SOUTHERN JEWISH HISTORY AND HERITAGE TO LIFE. IN 2019, EIGHT SOUTHERN JEWISH HERITAGE TOURS WERE COMPLETED. 405096 OUR CULTURAL PROGRAMMING DEPARTMENT BRINGS ACCESSIBLE, DYNAMIC JEWISH CULTURAL EXPERIENCES SUCH AS AUTHORS, MUSICIANS, SPEAKERS AND OTHER PERFORMERS TO DIVERSE AUDIENCES ACROSS THE SOUTH. IN 2019 THE ISJL PROGRAMMED 37 DIFFERENT CULTURAL PROGRAMS IN 11 STATES. THE ISJL'S COMMUNITY ENGAGEMENT DEPARTMENT OFFERS SECULAR PROGRAMS SUCH AS PEER MEDIATION TRAINING FOR PUBLIC SCHOOL STUDENTS AND ALL-FAMILY LITERACY INITIATIVES AND STUDENT LITERACY INITIATIVES. IN 2019 WE WORKED WITH 126 STUDENT MEDIATORS IN 6 SCHOOLS WERE TRAINED BY ISJL STAFF TO ASSIST WITH PEACEFUL RESOLUTIONS IN THEIR SCHOOLS, HAVING A POSITIVE IMPACT ON THE LIVES OF HUNDREDS OF THEIR FELLOW STUDENTS. 147 ELEMENTARY AGED STUDENTS PARTICIPATED IN A LITERACY SPRING BREAK CAMP AND 63 PARENT AND CHILD PARTICIPANTS WERE ENRICHED IN OUR ALL FAMILY LITERACY PROGRAMS. 121322 121322 1672983 1 1 0 0 0 0 0 1 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MS X BETSY SAMUELS 6013626357 PO BOX 16528 JACKSON MS 39236 ANN STREIFFER DIRECTOR 1.00 X 0 0 0 CHARLETT FRUMIN DIRECTOR 1.00 X 0 0 0 CLAY CRYSTAL DIRECTOR 1.00 X 0 0 0 FRANK KENNETH ZADECK DIRECTOR 1.00 X 0 0 0 GAIL GOLDBERG DIRECTOR 1.00 X 0 0 0 IMOGENE BERMAN DIRECTOR 1.00 X 0 0 0 JANET BRUECK DIRECTOR 1.00 X 0 0 0 JAY HESDORFFER VICE CHAIR 2.00 X X 0 0 0 JAY TANENBAUM DIRECTOR 1.00 X 0 0 0 JOAN SADOFF DIRECTOR 1.00 X 0 0 0 JOE HERZOG DIRECTOR 1.00 X 0 0 0 JOSEPH STEIN JR DIRECTOR 1.00 X 0 0 0 KATHRYN WIENER DIRECTOR-EMERITUS 1.00 X 0 0 0 LAURA CORMAN SECRETARY 2.00 X X 0 0 0 LEON RITTENBERG DIRECTOR 1.00 X 0 0 0 LYNN CRYSTAL DIRECTOR 1.00 X 0 0 0 MARGARET MEYER DIRECTOR 1.00 X 0 0 0 MARK KANTER DIRECTOR 1.00 X 0 0 0 MARY WIENER DIRECTOR 1.00 X 0 0 0 MONICA MILLER DIRECTOR 1.00 X 0 0 0 MORRIS LEW LEWIS DIRECTOR 1.00 X 0 0 0 NEAL NATHANSON DIRECTOR 1.00 X 0 0 0 PEPE FINN TREASURER 2.00 X X 0 0 0 RACHEL REAGLER CHAIR 2.00 X X 0 0 0 RAYMAN L SOLOMON PAST CHAIR 2.00 X X 0 0 0 ROBERT ROUBEY INVESTMENTS 2.00 X X 0 0 0 SALLY SCHNEIDER HUEBSCHER DIRECTOR 1.00 X 0 0 0 SCOTT MILLER DIRECTOR 1.00 X 0 0 0 SPENCER SIMONS DIRECTOR 1.00 X 0 0 0 STEPHEN LIBOWSKY INVESTMENTS 1.00 X 0 0 0 STUART LEVITON DIRECTOR 1.00 X 0 0 0 BETSY SAMUELS CFO 30.00 X 65869 0 11304 MACY HART PRESIDENT EMERITUS 40.00 X 164791 0 3600 MICHELE SCHIPPER CEO 40.00 X 170460 0 13701 401120 0 28605 2 0 1 0 0 312640 1925234 2237874 EDUCATION COMMUNITY FE 611710 209559 209559 EDUCATION CONFERENCE F 611710 57995 57995 OTHER CULTURAL SERIES 711300 37930 37930 SHOP SALES & SERVICE F 453220 2676 2676 308160 102451 102451 539018 0 539018 539018 539018 0 312640 0 0 OTHER INCOME 900099 180285 180285 180285 3367788 488445 0 641469 1319765 974231 104659 240875 212288 174871 7969 29448 96278 75179 3806 17293 12400 12400 16174 16174 100672 58266 13267 29139 55308 31807 12472 11029 102067 92649 1737 7681 164841 108350 4928 51563 82076 68065 13953 58 4887 4887 12000 11139 189 672 16928 11535 1812 3581 PRINTING AND COPYING 46225 32874 1922 11429 POSTAGE 24074 13978 886 9210 TELEPHONE 16231 14041 282 1908 OTHER 6314 5998 129 187 2288528 1672983 201472 414073 719533 1013032 500509 511825 890154 1944 1354 4654 3166 12656 448872 204095 22144 244777 3202489 2831704 2557090 2444105 7532844 7428292 179786 221697 11921 19211 548637 68580 2557090 2444105 3297434 2753593 X 3453533 3400084 732514 1126425 49363 148190 4235410 4674699 7532844 7428292 1079260 -639971 0 X X 0 1 X 1 0 X 1237393 2986933 958945 1076434 2237874 8497579 1237393 2986933 958945 1076434 2237874 8497579 1632040 6865539 82174 66120 66940 70448 86277 371959 384769 180285 565054 9434592 1303416 0.72770 0.69640 X 0.52660 0.03920 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1 548637 480057 68580 1 X 203928 2266 201662 244944 201829 43115 244777 CASH VALUE OF LIFE INSURANCE 2444105 2444105 DEFERRED COMPENSATION LIABILITY 2444105 2444105 X 2711643 -639971 -639971 3351614 16174 16174 3367788 2272354 0 2272354 16174 16174 2288528 PART III, LINE 1A: TERMS FOR NOT REPORTING ASSETS PER SFAS 116 THE ORGANIZATION IS NOT REQUIRED TO CAPITALIZE ITS COLLECTIONS UNDER GAAP. THE ORGANIZATION'S COLLECTIONS MEET THE DEFINITION UNDER FASB ASC 958-360-20. PART III, LINE 4: COLLECTIONS AND RELATION TO EXEMPT PURPOSE THE INSTITUTE IS DEDICATED TO COLLECTING AND PRESERVING ITEMS THAT DEAL WITH THE SOUTHERN JEWISH EXPERIENCE. SOME OF THESE ITEMS PRE-DATE JEWISH IMMIGRATION INTO THE AREA BUT WERE VALUED POSSESSIONS OF THOSE WHO IMMIGRATED. GENERALLY, INSTITUTE LEADERSHIP DETERMINES WHETHER OR NOT A PIECE WILL BE ACCEPTED INTO COLLECTIONS. ONCE THE DECISION TO MAKE ACCESSION IS MADE, STANDARD PROCEDURES OF THE AMERICAN ALLIANCE OF MUSEUMS ARE FOLLOWED IN FORMALLY TRANSFERRING OWNERSHIP AND CATALOGING THE PROPERTY. PART IV, LINE 1B: EXPLANATION FOR UNREPORTED CONTRIBUTIONS OR ASSETS CURRENTLY , THE INSTITUTE IS HOLDING CERTAIN FUNDS FOR THE MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE- NEW ORLEANS AND TEMPLE BETH EL IN LEXINGTON, MISSISSIPPI. THE INSTITUTE HAS NO OWNERSHIP OF THESE ASSETS OR RIGHTS TO THE INCOME EARNED BY THESE ASSETS. PART IV, LINE 2B: ESCROW LIABILITY ARRANGEMENT EXPLANATION CURRENTLY, THE MUSEUM OPERATES AS A PROJECT OF THE INSTITUTE. THE BOARD OF DIRECTORS OF THE INSTITUTE WISH TO RE-ESTABLISH AND RE-INVIGORATE THE MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE THROUGH A SEPARATE UNRELATED NONPROFIT CORPORATION IN NEW ORLEANS, LOUISIANA. UNTIL SUCH TIME AS THE NEW ENTITY RECEIVES A TAX DETERMINATION FROM THE IRS THAT IT QUALIFIES AS A 501(C)(3) CHARITY, THE INSTITUTE WILL RECEIVE DONATIONS ON ITS BEHALF AND MAINTAIN THE FUNDS IN A SEPARATE BANK ACCOUNT. ONCE ESTABLISHED, THE MUSEUM WILL RECEIVE THE MUSEUM COLLECTION FROM THE INSTITUTE SUBJECT TO THE TERMS OF THE INSTITUTE'S BOARD RESOLUTION. DURING THE YEAR ENDED JUNE 30, 2019, FUNDS HELD FOR THE MUSEUM WERE TRANSFERRED TO THE MUSEUM. THE INSTITUTE AGREED TO AS AS A FISCAL AGENT FOR TEMPLE BETH EL. THE INSTITUTE HOLDS THESE FUNDS FOR THE BENEFIT OF TEMPLE BETH EL TO MAINTAIN ITS PROPERTY IN LEXINGTON, MS BUT WILL HAVE NO OWNERSHIP OF THE FUNDS OR PROPERTY. AT JUNE 30, 2019, THE INSTUTITE HELD FUNDS FOR TEMPLE BETH EL TOTALLING $68,580. PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION. MANAGEMENT OF THE INSTITUTE BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE INSTITUTE HAS AMENDED FORM 990 FOR THE YEARS ENDED JUNE 30, 2018, 2017 AND 2016. THESE PERIODS REMAIN SUBJECT TO EXAMINATION BY THE IRS. IN ADDITION, THE INSTITUTE HAS AMENDED RETURNS WHEN IT DETERMINED THAT COMPENSATION UNDER A DEFERRED COMPENSATION AGREEMENT HAD NOT BEEN INCLUDED IN TAXABLE INCOME OF AN EMPLOYEE FOR THE YEARS ENDED 2016, 2017 AND 2018. PART IV, LINE 1B - EXPLANATION FOR UNREPORTED CONTRIBUTIONS OR ASSETS CURRENTLY, THE INSTITUTE IS HOLDING CERTAIN FUNDS FOR THE MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE - NEW OLREANS AND TEMPLE BETH EL IN LEXINGTON, MISSISSIPPI. THE INSTITUTE HAS NO OWNERSHIP OF THESE ASSETS OR RIGHTS TO THE INCOME EARNED BY THESE ASSETS. SPECIAL EVENT 312640 312640 312640 312640 X X 0 0 0 0 0 0 0 0 0 MACY HART PRESIDENT EMERITUS 164791 0 0 0 0 0 3600 0 0 0 168391 0 0 0 MICHELE SCHIPPER CEO 170460 0 0 0 0 0 5625 0 8076 0 184161 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 LYNN CRYSTAL AND CLAY CRYSTAL HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS SENT TO THE OFFICERS AND ALL BOARD MEMBERS. FORM 990 IS REVIEWED AT THE FALL MEETING AND ANY QUESTIONS THAT ARISE FROM THE COMMITTEE OR BOARD MEMBERS ARE ANSWERED AND/OR CLEARED PRIOR THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD WILL DISCLOSE CONFLICTS BY USE OF A QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 APPROVED BY BOARD OF DIRECTORS AND DOCUMENTED IN WRITTEN EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. PART XII LINE 2C - PROCESS OF COMMITTEE OVERSIGHT OF THE FIN STMT AUDIT THE AUDITOR MEETS WITH MEMBERS OF THE BOARD OF DIRECTORS MAKING A FULL PRESENTATION AT THE COMPLETION OF THE AUDIT FOR THE YEAR ANSWERING ANY OF THE BOARD'S QUESTIONS. THE AUDITOR WORKS CLOSELY WITH THE BOARD OF DIRECTORS DURING THE YEAR SHOULD ANY CONCERNS ARISE.