2020-07-15T16:26:29-05:00 2019-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2018-07-01 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 2020-05-08 true MARC WHITFIELD CPA P00125986 2394331002 2020-07-14 40.132.64.65 2020-07-15 16:26:29 CD P DAB43DC1D9E727C8BC02D466D66FCC8A6332510A 478C14790165C0987565FE902C013D4DB2F6D370 2018 2021-01-29 14:40:06Z X STEPHEN STROME 29105 TERAMO WAY NAPLES FL 34110 1518472 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 3267330 1393719 67965 48278 367 -27254 -57357 -45623 3278305 1369120 0 0 377803 430632 3000 0 33927 268331 347929 649134 778561 2629171 590559 3952576 4935878 841723 1238447 3110853 3697431 X TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE. false false 105000 42000 INFORMATION FOR 990 2018-19 PROGRAM ACCOMPLISHMENTS 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), AND 2019 BY THE READERS OF GULFSHORE LIFE MAGAZINE AND IS RATED 4 OF 124 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 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: 105,000 REVENUE: 42,000 320000 59000 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: 320,000 REVENUE: 59,000 214985 2500 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: 214,985 REVENUE: 2,500 639985 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 false false false false false false false false false false false false true 12 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 false false X X THE ORGANIZATION 2392639200 4760 TAMIAMI TRAIL N NAPLES FL 34103 HERBERT BERKELEY PAST CHAIRMA 4.00 X X 0 0 0 JACK NORTMAN DIRECTOR 1.00 X 0 0 0 RICHARD D YOVANOVICH SECRETARY 4.00 X X 0 0 0 JANET G COHEN DIRECTOR 1.00 X 0 0 0 STEPHEN STROME CHAIRMAN 4.00 X X 0 0 0 MAUREEN LERNER DIRECTOR 4.00 X 0 0 0 GARY LENCHNER DIRECTOR 1.00 X 0 0 0 FRED ROTH VICE CHAIR 4.00 X X 0 0 0 STUART PRICE VICE CHAIR 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 MICHAEL SEAMAN DIRECTOR 1.00 X 0 0 0 MICHAEL FELDMAN DIRECTOR 1.00 X 0 0 0 LARRY BAER DIRECTOR 1.00 X 0 0 0 ROB NOSSEN TREASURER 4.00 X X 0 0 0 HYMIE AKST DIRECTOR 1.00 X 0 0 0 SUSAN SUAREZ PRESIDENT & 40.00 X 0 141912 0 141912 false false false 24848 311568 1057303 5000 1393719 MUSEUM ADMISSIONS 48086 48086 EDUCATION 192 192 48278 27254 -27254 -27254 -27254 76475 311568 122098 -45623 -44034 1369120 21024 -44034 147230 132506 7362 7362 224985 202487 11249 11249 4811 4329 241 241 25280 22752 1264 1264 28326 25494 1416 1416 24232 21808 1212 1212 1333 1199 67 67 27812 25030 1391 1391 20145 -2496 22779 -138 20044 20044 156698 128074 21508 7116 3278 3194 42 42 39737 35513 2251 1973 13091 13091 7430 6686 372 372 EDUCATION 18310 18310 MUSEUM PROGRAMS 7682 7682 BOXCAR EXPENSES 7262 6536 363 363 VOLUNTEER TRAINING 866 866 9 15 -3 -3 778561 639985 104649 33927 130 130 654115 460103 2116533 1830061 678 28787 2615538 18642 1177119 2596896 15904 4001 3997 3952576 4935878 1723 171246 840000 836076 221205 9920 841723 1238447 X 451943 1796101 2658910 1901330 3110853 3697431 3952576 4935878 X 590559 -3981 X false true X true false X 486209 595384 538881 3267330 1393719 6281523 486209 595384 538881 3267330 1393719 6281523 1634699 4646824 944 772 543 367 2626 6284149 116243 0.73950 0.69100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 1120684 1120684 33135 17254 15881 1461719 1388 1460331 2596896 OTHER LIABILITIES 5093 CREDIT CARD PAYABLE 2708 PAYROLL PAYABLE 2104 SALES TAX PAYABLE 15 9920 X 1487238 122098 122098 1365140 3980 3980 1369120 900660 122099 122099 778561 778561 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 2D FUND RAISING EXPENSES 122,098 SCHEDULE D, PAGE 4, PART XI, LINE 4B BOOK/TAX ASSET DISPOSAL 3,980 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUND RAISING EXPENSES 122,098 BOOK / TAX DEPRECIATION DIFFERENCE 1 SCHEDULE D, PAGE 4, PART XIII THE ORGANIZATION MAINTAINS ARTIFACTS, EXHIBITS AND AN EXTENSIVE LIBRARY OF HOLOCAUST BOOKS AND FILMS. THE POLICY OF THE ORGANIZATION IS TO NOT CAPITALIZE COLLECTIONS RELATED TO DONATED AND PURCHASED ITEMS. THE COSTS AND PROCEEDS, IF ANY, FROM THE PURCHASES OR SALES OF COLLECTION ITEMS ARE RECOGNIZED IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF REVENUES. TRIUMPH 228863 187533 41330 26131 20127 LADIES LUNCHEON 154240 119095 35145 38840 35411 383103 306628 76475 64971 55538 120509 -44034 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 INFORMATION FOR 990 2018-19 PROGRAM ACCOMPLISHMENTS 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), AND 2019 BY THE READERS OF GULFSHORE LIFE MAGAZINE AND IS RATED 4 OF 124 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 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: 105,000 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: 320,000 REVENUE: 59,000 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 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND ON GUIDESTAR. FORM 990, PART XI, LINE 9 FUND RAISING EXPENSES 122,098 BOOK/TAX ASSET DISPOSAL -3,980 FUND RAISING EXPENSES -122,098 BOOK / TAX DEPRECIATION DIFFERENCE -1 TOTAL -3,981