2019-02-15T11:03:01-06:00 2018-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2017-07-01 593740883 THE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC HOLO 2392639200 4760 TAMIAMI TRAIL NORTH 7 NAPLES FL 34103 SUSAN SUAREZ PRESIDENT & CEO 2392639200 2018-02-10 true JOHN STROEMER CPA CFST CAM GRI P00102391 2394331002 2019-02-10 40.132.64.65 2019-02-15 11:03:01 CS P DFE5DC0C25149479F1E9FC85FCE2B043CE14605A 3787DC3C771A4C58EECACC080449B829F6EA5A40 2017 2019-02-21 02:37:17Z HERBERT BERKELEY 4760 TAMIAMI TRAIL NORTH 7 NAPLES FL 34103 3388922 false X WWW.HOLOCAUSTMUSEUMSWFL.ORG X 2001 FL TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE. 16 16 7 50 0 538881 3267330 72886 67965 543 367 -69151 -57357 543159 3278305 0 0 337421 377803 3000 29301 267530 268331 604951 649134 -61792 2629171 486128 3952576 4446 841723 481682 3110853 X TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE. false false 398625 18828 THE MUSEUM PROVIDES PROGRAMMING FOR SCHOOL AGE STUDENTS IN A FIVE-COUNTY AREA. EACH YEAR, THE MUSEUM REACHES AN AVERAGE OF 15,000 STUDENTS FROM K - UNIVERSITY WITH ITS ON-SITE AND OFF-SITE PROGRAMS. STUDENTS ARE INTRODUCED TO HOLOCAUST HISTORY AND RELATED EVENTS IN AN AGE-APPROPRIATE WAY AND CHALLENGED TO THINK ABOUT HOW THEY CAN MAKE A DIFFERENCE EACH DAY IN THEIR OWN SPHERE OF INFLUENCE. THE THING THAT MAKES THE BIGGEST IMPACT ON STUDENTS IS MEETING A HOLOCAUST SURVIVOR OR WWII VETERAN - THESE ARE THE PEOPLE THAT LIVED THE HISTORY IN THEIR TEXT BOOKS AND THE MUSEUM OFTEN FACILITATES THESE PROGRAMS. THE MUSEUM ALSO HAS THE ONLY "TRAVELING BOXCAR" - AN AUTHENTIC WWII-BOXCAR THAT MAKES ITS WAY TO SCHOOLS, CHURCHES, LIBRARIES AND OTHER COMMUNITY LOCATIONS AS PART OF THE MUSEUM'S OVERALL EDUCATION PROGRAMS. THE MUSEUM ALSO OFFERS PROFESSIONAL DEVELOPMENT WORKSHOPS TO LOCAL EDUCATORS (PUBLIC, PRIVATE AND HOME SCHOOL) IN ORDER TO MEET THE STATE OF FLORIDA MANDATE TO TEACH ABOUT THE HOLOCAUST. 132875 49137 EACH YEAR, THE HOLOCAUST MUSEUM OFFERS A VARIETY OF TEMPORARY EXHIBITS AND PROGRAMMING FOR THE GENERAL PUBLIC. THE EXHIBITS RELATE TO LITTLE-KNOWN STORIES OF THE HOLOCAUST, EPISODES IN WWII HISTORY OR MORE CURRENT GENOCIDES. THE MUSEUM HAS ALSO BEGUN CREATING SMALL EXHIBITS FROM ITS OWN ARCHIVES, CONNECTING THE BROAD HISTORY TO THE LIVES OF OUR LOCAL COMMUNITY. WE HAVE COVERED SUCH TOPICS AS: YOUNG WOMEN RESISTERS & RESCUERS; THE GHOST ARMY OF WWII; THE GENOCIDE IN DARFUR; THE JOURNEY OF CURIOUS GEORGE; THE ROLE OF HOLLYWOOD ACTORS, ACTRESSES AND ATHLETES IN WWII; AND MANY OTHER TOPICS. AN AVERAGE OF 5,000 GENERAL PUBLIC VISITORS COME THROUGH THE MUSEUM EACH YEAR, REPRESENTING ALL 50 STATES AND OVER 35 COUNTRIES. THE MUSEUM ALSO COORDINATES AN ORAL/VISUAL HISTORY PROJECT TO RECORD THE TESTIMONIES OF OUR LOCAL HOLOCAUST SURVIVORS AND WWII CAMP LIBERATORS. 531500 true true false false false false false true false false true false false false false 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 0 0 7 true false false false false false true true 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 SUSAN SUAREZ PRESIDENT & 40.00 X 46154 0 0 HERBERT BERKELEY CHAIRMAN 5.00 X X 0 0 0 JACK NORTMAN DIRECTOR 5.00 X 0 0 0 RICHARD D YOVANOVICH SECRETARY 5.00 X X 0 0 0 JANET G COHEN DIRECTOR 5.00 X 0 0 0 RICHARD GROSSMAN DIRECTOR 5.00 X 0 0 0 HOWARD HUJSA DIRECTOR 5.00 X 0 0 0 STEPHEN STROME TREASURER 10.00 X X 0 0 0 MAUREEN LERNER DIRECTOR 5.00 X 0 0 0 GARY LENCHNER DIRECTOR 5.00 X 0 0 0 FRED ROTH VICE CHAIR 5.00 X X 0 0 0 STUART PRICE VICE CHAIR 5.00 X X 0 0 0 DAVE NEILL SECRETARY 5.00 X X 0 0 0 GOLDIE BERTONE DIRECTOR 5.00 X 0 0 0 ROSALEE BOGO DIRECTOR 5.00 X 0 0 0 HANK GREENBERG DIRECTOR 5.00 X 0 0 0 MICHAEL SEAMAN DIRECTOR 5.00 X 0 0 0 MICHAEL FELDMAN DIRECTOR 5.00 X 0 0 0 LARRY BAER DIRECTOR 5.00 X 0 0 0 ROB NOSSEN TREASURER 5.00 X X 0 0 0 AMY SNYDER EXEC DIR-THR 40.00 X 35641 0 0 81795 false false false 22685 261953 2982692 3267330 MUSEUM ADMISSIONS 49137 49137 EDUCATION 18828 18828 67965 367 367 53260 261953 110617 -57357 -57357 3278305 67965 -56990 79631 71668 3982 3981 246909 222219 12345 12345 27562 24806 1378 1378 23701 21331 1185 1185 18661 16795 933 933 3000 3000 24262 22856 1271 135 28210 25388 1411 1411 40436 12004 27765 667 16848 16848 74643 59258 12093 3292 1971 1921 25 25 8148 8148 9159 8243 458 458 MUSEUM PROGRAMS 24005 24005 DEVELOPMENT EXPENSES 9739 8765 487 487 EDUCATION 6012 6012 MUSUEM SUPPLIES 3004 3004 3233 3225 4 4 649134 531500 88333 29301 130 130 409819 654115 1608 2116533 5989 678 1266719 89600 64582 1177119 4000 4001 486128 3952576 4446 1723 840000 4446 841723 X 335100 451943 146582 2658910 481682 3110853 486128 3952576 2629171 X false true X true false X 627946 486209 595384 538881 3267330 5515750 627946 486209 595384 538881 3267330 5515750 1702149 3813601 614 944 772 543 367 3240 5518990 67965 0.69100 0.92720 X X X X false 1140479 5532 1134947 114644 74298 40346 11596 9770 1826 1177119 X 3388922 110617 110617 3278305 3278305 759751 110617 110617 649134 649134 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 110,617 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUND RAISING EXPENSES 110,617 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 228671 200761 27910 35333 13750 16422 LADIES LUNCHEON 86542 61192 25350 21325 23787 315213 261953 53260 56658 13750 40209 110617 -57357 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 EDUCATION PROGRAMS. THE MUSEUM ALSO OFFERS PROFESSIONAL DEVELOPMENT WORKSHOPS TO LOCAL EDUCATORS (PUBLIC, PRIVATE AND HOME SCHOOL) IN ORDER TO MEET THE STATE OF FLORIDA MANDATE TO TEACH ABOUT THE HOLOCAUST. FORM 990, PAGE 2, PART III, LINE 4B TESTIMONIES OF OUR LOCAL HOLOCAUST SURVIVORS AND WWII CAMP LIBERATORS. 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 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR, BASED ON AGREED UPON PERFORMANCE OBJECTIVES. THE REVIEW IS DONE IN THE SPRING AND IF WARRANTED, A PAY INCREASE IS IMPLEMENTED. 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 110,617 FUND RAISING EXPENSES -110,617