HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL (EIN 59-3740883)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201821359349313117
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T17:50:41-04:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320394930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STROEMER & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14030 METROPOLIS AVE STE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593740883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLOCAUST MUSEUM & EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | CENTER OF SOUTHWEST FLORIDA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLO | BusinessNameControlTxt |
| Phone | 2392639200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4760 TAMIAMI TRAIL NORTH 7 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN STROME | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2392639200 | PhoneNum |
| Signature | 2017-01-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN STROEMER CPA CFST CAM GRI | PreparerPersonNm |
| PTIN | P00102391 | PTIN |
| Phone | 2394331002 | PhoneNum |
| Preparation | 2018-01-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HERBERT BERKELEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4760 TAMIAMI TRAIL NORTH SUITE 7 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $642,082 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOLOCAUSTMUSEUMSWFL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $595,384 | PYContributionsGrantsAmt |
| CY Contributions Grants | $538,881 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $100,594 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,886 | CYProgramServiceRevenueAmt |
| PY Investment Income | $772 | PYInvestmentIncomeAmt |
| CY Investment Income | $543 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$55,154 | PYOtherRevenueAmt |
| CY Other Revenue | -$69,151 | CYOtherRevenueAmt |
| PY Total Revenue | $641,596 | PYTotalRevenueAmt |
| CY Total Revenue | $543,159 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $303,037 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $337,421 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $24,532 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $341,133 | PYOtherExpensesAmt |
| CY Other Expenses | $267,530 | CYOtherExpensesAmt |
| PY Total Expenses | $644,170 | PYTotalExpensesAmt |
| CY Total Expenses | $604,951 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$61,792 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $562,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $486,128 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,147 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,446 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $543,853 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $481,682 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $470,103 | ExpenseAmt |
| Revenue | $30,541 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,092 | ExpenseAmt |
| Revenue | $42,345 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $506,195 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 2392639200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4760 TAMIAMI TRAIL N | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| HERBERT BERKELEY | ||||||
| CHAIRMAN | 2.33 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK NORTMAN | ||||||
| DIRECTOR | 1.40 | Yes (X) | $0 | $0 | $0 | |
| RICHARD D YOVANOVICH | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| JANET G COHEN | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| RICHARD GROSSMAN | ||||||
| DIRECTOR | 1.40 | Yes (X) | $0 | $0 | $0 | |
| HOWARD HUJSA | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN STROME | ||||||
| TREASURER | 2.33 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAUREEN LERNER | ||||||
| DIRECTOR | 1.86 | Yes (X) | $0 | $0 | $0 | |
| GARY LENCHNER | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| FRED ROTH | ||||||
| DIRECTOR | 2.33 | Yes (X) | $0 | $0 | $0 | |
| STUART PRICE | ||||||
| DIRECTOR | 2.33 | Yes (X) | $0 | $0 | $0 | |
| DAVE NEILL | ||||||
| SECRETARY | 0.70 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOB CAHNERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GOLDIE BERTONE | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| ROSALEE BOGO | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| HANK GREENBERG | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SEAMAN | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| AMY SNYDER | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $71,500 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $71,500 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $28,310 | MembershipDuesAmt |
| Fundraising | $253,537 | FundraisingAmt |
| All Other Contributions | $257,034 | AllOtherContributionsAmt |
| Noncash Contributions | $1,164 | NoncashContributionsAmt |
| Total Contributions | $538,881 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MUSEUM ADMISSIONS | $42,345 | $42,345 |
| EDUCATION | $30,541 | $30,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,886 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543 | TotalRevenueColumnAmt |
| Exclusion | $543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,772 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $253,537 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $98,923 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$69,151 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,159 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,886 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $543 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,000 | TotalAmt |
| Program Services | $66,600 | ProgramServicesAmt |
| Management And General | $3,700 | ManagementAndGeneralAmt |
| Fundraising | $3,700 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,200 | TotalAmt |
| Program Services | $194,580 | ProgramServicesAmt |
| Management And General | $10,810 | ManagementAndGeneralAmt |
| Fundraising | $10,810 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,430 | TotalAmt |
| Program Services | $23,786 | ProgramServicesAmt |
| Management And General | $1,322 | ManagementAndGeneralAmt |
| Fundraising | $1,322 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,791 | TotalAmt |
| Program Services | $18,711 | ProgramServicesAmt |
| Management And General | $1,040 | ManagementAndGeneralAmt |
| Fundraising | $1,040 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,139 | TotalAmt |
| Program Services | $31,625 | ProgramServicesAmt |
| Management And General | $1,757 | ManagementAndGeneralAmt |
| Fundraising | $1,757 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,391 | TotalAmt |
| Program Services | $26,451 | ProgramServicesAmt |
| Management And General | $1,470 | ManagementAndGeneralAmt |
| Fundraising | $1,470 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,929 | TotalAmt |
| Management And General | $26,929 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,651 | TotalAmt |
| Management And General | $8,651 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,086 | TotalAmt |
| Program Services | $64,015 | ProgramServicesAmt |
| Management And General | $14,514 | ManagementAndGeneralAmt |
| Fundraising | $3,557 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59 | TotalAmt |
| Management And General | $59 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,905 | TotalAmt |
| Program Services | $5,747 | ProgramServicesAmt |
| Management And General | $3,158 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,607 | TotalAmt |
| Program Services | $6,845 | ProgramServicesAmt |
| Management And General | $381 | ManagementAndGeneralAmt |
| Fundraising | $381 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATION | $59,254 | $59,254 | ||
| DEVELOPMENT EXPENSES | $8,666 | $7,800 | $433 | $433 |
| MEMBERSHIP EXPENSE | $781 | $781 | ||
| OTHER EVENT EXPENSES | $62 | $62 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,951 | TotalAmt |
| Program Services | $506,195 | ProgramServicesAmt |
| Management And General | $74,224 | ManagementAndGeneralAmt |
| Fundraising | $24,532 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130 | BOYAmt |
| EOY | $130 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,505 | BOYAmt |
| EOY | $409,819 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500 | BOYAmt |
| EOY | $1,608 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,001 | BOYAmt |
| EOY | $5,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $146,035 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,453 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,864 | BOYAmt |
| EOY | $64,582 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000 | BOYAmt |
| EOY | $4,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,000 | BOYAmt |
| EOY | $486,128 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,147 | BOYAmt |
| EOY | $4,446 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,147 | BOYAmt |
| EOY | $4,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,109 | BOYAmt |
| EOY | $335,100 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,744 | BOYAmt |
| EOY | $146,582 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,853 | BOYAmt |
| EOY | $481,682 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,000 | BOYAmt |
| EOY | $486,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$61,792 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$379 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $607,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $627,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $486,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $595,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $538,881 | CurrentTaxYearAmt |
| Total | $2,856,104 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $607,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $627,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $486,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $595,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $538,881 | CurrentTaxYearAmt |
| Total | $2,856,104 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $203,825 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,652,279 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $543 | CurrentTaxYearAmt |
| Total | $4,552 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,860,656 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $102,658 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,037 | DepreciationAmt |
| Book Value | $14,759 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,601 | DepreciationAmt |
| Book Value | $30,884 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,815 | DepreciationAmt |
| Book Value | $18,939 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $64,582 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $642,082 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $98,923 | OtherRevenueAmt |
| Revenue Not Reported | $98,923 | RevenueNotReportedAmt |
| Revenue Subtotal | $543,159 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $543,159 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $704,253 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $99,302 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $99,302 | ExpensesNotReportedAmt |
| Expenses Subtotal | $604,951 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $604,951 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 98,923 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUND RAISING EXPENSES 98,923 BOOK / TAX DEPRECIATION DIFFERENCE 379 |
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TRIUMPH | Event1Nm |
| Gross Receipts Event1 | $219,077 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $202,377 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,765 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $26,948 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,666 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $21,325 | OtherDirectExpensesEvent1Amt |
| Event2 | LADIES LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $64,232 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $51,160 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,072 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $17,720 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,700 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,799 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $283,309 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $253,537 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,772 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,765 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $44,668 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $13,366 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,124 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $98,923 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$69,151 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 98,923 FUND RAISING EXPENSES -98,923 BOOK / TAX DEPRECIATION DIFFERENCE -379 TOTAL -379 |
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