LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC (EIN 52-6064549)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-13
- IRS object ID
- 201831949349301563
- Schema version
- 2017v2.2
- 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 | 2018-07-13T16:14:35-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526064549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Historical Society of | BusinessNameLine1Txt |
| Business Name Line2 | Greater Washington | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 2027890900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1319 F Street NW No 810 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M Howard Morse | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2027890900 | PhoneNum |
| Signature | 2018-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Collingsworth | PreparerPersonNm |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2018-07-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | M Howard Morse | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1319 F Street NW No 810 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,239,035 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jhsgw.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | To explore the unique Jewish heritage of Washington as a hometown and as the nation's capital. | ActivityOrMissionDesc |
| Voting Members Governing Body | 51 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 51 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,402,440 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,423,396 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,080 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,252,700 | PYInvestmentIncomeAmt |
| CY Investment Income | $297,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,544,302 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,228,362 | PYTotalRevenueAmt |
| CY Total Revenue | $5,735,480 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $458,570 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $337,401 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $36,949 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $478,226 | PYOtherExpensesAmt |
| CY Other Expenses | $261,707 | CYOtherExpensesAmt |
| PY Total Expenses | $936,796 | PYTotalExpensesAmt |
| CY Total Expenses | $599,108 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,291,566 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,136,372 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,170,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,631,316 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $214,252 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $146,005 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,955,802 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,485,311 | NetAssetsOrFundBalancesEOYAmt |
| Mission | We explore the past, present, and future of Jewish life in the nation's capital to inspire reflection, connection, and action. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $138,242 | ExpenseAmt |
| Desc | Museum Planning: The Society's architects, SmithGroup JJR, completed conceptual design of the new museum and received concept approval from the D.C. Historic Preservation Review Board and the Zoning Commission. The Society completed the interpretive plan for the new museum's core exhibition, created preliminary exhibition design schematics, and conducted a series of audience research workshops.The museum will showcase the Washington region's Jewish life and heritage and the restored 1876 synagogue. New spaces including exhibition galleries, a multi-purpose room for events and school programs, and offices mean new opportunities for teaching, learning, sharing, remembering, celebrating, and imagining. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $237,667 | ExpenseAmt |
| Revenue | $15,080 | RevenueAmt |
| Desc | Public Programs: The Society engaged 2,240 adults in 52 educational programs throughout the region. Programs included walking tours, lectures, films, panel discussions, and workshops. 361 students from 16 congregations and schools attended youth education programs and neighborhood walking tours. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $375,909 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 51 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 51 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kara Blond Executive Director | PersonNm |
| Phone | 2027890900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1319 F Street NW No 810 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Russell Smith | ||||||
| President/ Past President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| M Howard Morse | ||||||
| Treasurer/ President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ernie Marcus | ||||||
| Vice President/ Director | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Albert H Small Jr | ||||||
| Director/ Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Patricia Silverman | ||||||
| Secretary/ Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Adam Rubinson | ||||||
| At-Large Officer/ Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Diane Abelman Wattenberg | ||||||
| At-Large Officer/ Director | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Alexandra Horowitz | ||||||
| Director/ At-Large Officer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stuart Zuckerman | ||||||
| Past President/ At-Large Officer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gerald Bass | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Blacher | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sharon Burka | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Gail Burlant | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dorothy Canter | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Margery Elsberg | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Esther Foer | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Tracey Gallagher | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Paul Greenberg | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Wilma Probst Levy | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Bill Rice | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Gene Sofer | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Alex Stein | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| John Tolleris | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Joel Wind | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Larry Wiseman | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Paul Wright | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Marlene Zakai | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Albert H Small | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Carolyn Alper | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Stuart Bindeman | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Ryna Cohen | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Sheldon S Cohen | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| S Robert Cohen | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Nancy Colodny | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Lois England | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Maryann Friedman | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Brenda Pascal | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Barbara Rein | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Hubert Schlosberg | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Sholom Shefferman | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Matthew Simon | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Hadassah Thursz | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Stephen Joel Trachtenberg | ||||||
| Honorary Director | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Leonard Abel | ||||||
| Past President | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Michael Goldstein | ||||||
| Past President | 0.10 | Yes (X) | $0 | $0 | $0 | |
| James Goldberg | ||||||
| Past President | 0.10 | Yes (X) | $0 | $0 | $0 | |
| David Burka | ||||||
| Past President | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Samuel Flax | ||||||
| Past President | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Paula Goldman | ||||||
| Past President | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Richard S Alper | ||||||
| Past President | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Frank Gilbert | ||||||
| Past President | 0.10 | Yes (X) | $0 | $0 | $0 | |
| Peggy Pearlstein | ||||||
| Past President | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sidney J Silver | ||||||
| Past President | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sam Brylawski | ||||||
| Past President | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Kara Blond | ||||||
| Executive Director | 40.00 | Yes (X) | $58,731 | $0 | $217 | |
| Wendy Turman | ||||||
| Deputy Director | 40.00 | Yes (X) | $71,861 | $0 | $2,262 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $130,592 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SmithGroup JJR | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 New York Avenue Suite 100 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Architects | ServicesDesc |
| Compensation | $278,159 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $316,872 | MembershipDuesAmt |
| All Other Contributions | $5,106,524 | AllOtherContributionsAmt |
| Noncash Contributions | $164,442 | NoncashContributionsAmt |
| Total Contributions | $5,423,396 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Educational and program fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,080 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,080 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,080 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $272,441 | TotalRevenueColumnAmt |
| Exclusion | $272,441 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,528,118 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,503,555 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,563 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,563 | TotalRevenueColumnAmt |
| Exclusion | $24,563 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,735,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,080 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $297,004 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,071 | TotalAmt |
| Program Services | $96,403 | ProgramServicesAmt |
| Management And General | $28,280 | ManagementAndGeneralAmt |
| Fundraising | $8,388 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,004 | TotalAmt |
| Program Services | $118,812 | ProgramServicesAmt |
| Management And General | $34,853 | ManagementAndGeneralAmt |
| Fundraising | $10,339 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,079 | TotalAmt |
| Program Services | $13,097 | ProgramServicesAmt |
| Management And General | $3,842 | ManagementAndGeneralAmt |
| Fundraising | $1,140 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,247 | TotalAmt |
| Program Services | $16,117 | ProgramServicesAmt |
| Management And General | $4,728 | ManagementAndGeneralAmt |
| Fundraising | $1,402 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,829 | TotalAmt |
| Management And General | $3,829 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,300 | TotalAmt |
| Management And General | $33,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,932 | TotalAmt |
| Program Services | $45,053 | ProgramServicesAmt |
| Management And General | $37,216 | ManagementAndGeneralAmt |
| Fundraising | $663 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151 | TotalAmt |
| Program Services | $10 | ProgramServicesAmt |
| Management And General | $1,141 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,373 | TotalAmt |
| Program Services | $35,037 | ProgramServicesAmt |
| Management And General | $20,714 | ManagementAndGeneralAmt |
| Fundraising | $3,622 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,016 | TotalAmt |
| Program Services | $5,807 | ProgramServicesAmt |
| Management And General | $1,704 | ManagementAndGeneralAmt |
| Fundraising | $505 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,622 | TotalAmt |
| Program Services | $1,393 | ProgramServicesAmt |
| Management And General | $7,219 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,456 | TotalAmt |
| Program Services | $18,617 | ProgramServicesAmt |
| Management And General | $4,064 | ManagementAndGeneralAmt |
| Fundraising | $9,775 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,844 | TotalAmt |
| Program Services | $11,959 | ProgramServicesAmt |
| Management And General | $682 | ManagementAndGeneralAmt |
| Fundraising | $203 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,309 | TotalAmt |
| Program Services | $10,367 | ProgramServicesAmt |
| Management And General | $3,040 | ManagementAndGeneralAmt |
| Fundraising | $902 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Affiliation dues | $3,405 | $3,065 | $340 |
| Taxes and registrations | $1,298 | $1,298 | |
| Volunteer expenses | $172 | $172 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,108 | TotalAmt |
| Program Services | $375,909 | ProgramServicesAmt |
| Management And General | $186,250 | ManagementAndGeneralAmt |
| Fundraising | $36,949 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,476 | BOYAmt |
| EOY | $111,991 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,313,455 | BOYAmt |
| EOY | $335,241 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,224 | BOYAmt |
| EOY | $4,997,253 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,017 | BOYAmt |
| EOY | $162,473 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,021 | BOYAmt |
| EOY | $4,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,337,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $167,445 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,039 | BOYAmt |
| EOY | $1,170,497 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,228,822 | BOYAmt |
| EOY | $14,848,895 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,170,054 | BOYAmt |
| EOY | $21,631,316 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,252 | BOYAmt |
| EOY | $146,005 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,252 | BOYAmt |
| EOY | $146,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,897,668 | BOYAmt |
| EOY | $14,248,064 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,175,576 | BOYAmt |
| EOY | $6,354,689 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,558 | BOYAmt |
| EOY | $882,558 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,955,802 | BOYAmt |
| EOY | $21,485,311 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,170,054 | BOYAmt |
| EOY | $21,631,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,136,372 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $415,956 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$22,819 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $750,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $893,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $978,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,402,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,423,396 | CurrentTaxYearAmt |
| Total | $9,448,558 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $750,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $893,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $978,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,402,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,423,396 | CurrentTaxYearAmt |
| Total | $9,448,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,974,013 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,474,545 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,201 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $272,441 | CurrentTaxYearAmt |
| Total | $995,188 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,443,746 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $679,822 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support PY509 | 0.39270 | PublicSupportPY509Pct |
| Investment Income PY | 0.12220 | InvestmentIncomePYPct |
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 | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,430,002 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $404,730 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,669 | OtherExpendituresAmt |
| End Year Balance | $1,769,063 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,207,317 | BeginningYearBalanceAmt |
| Contributions | $91,994 | ContributionsAmt |
| Investment Earnings Or Losses | $192,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,926 | OtherExpendituresAmt |
| End Year Balance | $1,430,002 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,302,820 | BeginningYearBalanceAmt |
| Contributions | $6,821 | ContributionsAmt |
| Investment Earnings Or Losses | -$43,891 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,433 | OtherExpendituresAmt |
| End Year Balance | $1,207,317 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,205,390 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $98,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,162 | OtherExpendituresAmt |
| End Year Balance | $1,302,820 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $997,789 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $258,616 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,015 | OtherExpendituresAmt |
| End Year Balance | $1,205,390 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49890 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,817 | DepreciationAmt |
| Book Value | $37,004 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,565 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,628 | DepreciationAmt |
| Book Value | $8,937 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,124,556 | OtherCostOrOtherBasisAmt |
| Book Value | $1,124,556 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,170,497 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,349,162 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $415,956 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $197,726 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $613,682 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,735,480 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,735,480 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $796,834 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $197,726 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $197,726 | ExpensesNotReportedAmt |
| Expenses Subtotal | $599,108 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $599,108 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | In conformity with the practice followed by many museums, archival collections purchased and donated are not capitalized. As of December 31, 2017 and 2016, archival collections are comprised of photographs, documents, and artifacts of historical significance that are held for educational, research and curatorial purposes. Each of the items is catalogued, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. |
| Part III, Line 4: | Archival collections consisted of photographs, documents, and artifacts. The objective of the Society is to gather, preserve, interpret, and present historic materials supporting the Jewish presence in the greater Washington area. These collections support the continuous exploration of Jewish heritage in the greater Washington area through the use of educational exhibititons and development of educational programs provided by the Society. |
| Part V, Line 4: | The earnings of the endowments are intended to be used to support the cost of operations. It is the policy of the Society to annually transfer five percent of the average fair market value of the permanently restricted net assets and their earnings to operations for the preceding three fiscal years. These transfers are made under the assumption that investment earnings, on average, will exceed the amount of the transfer. |
| Part X, Line 2: | Management has evaluated the Society's tax positions and concluded that the Society's financial statements do not include any uncertain tax positions. |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | No assessed value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $164,442 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Historical treasures contributed consist of multiple papers, photographs, synagogue records, and other memorabilia where the value is indeterminable. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1, Description of Organization Mission: | The Jewish Historical Society of Greater Washington (JHSGW) and its Lillian & Albert Small Jewish Museum explores the past, present, and future of Jewish life in the nation's capital to inspire reflection, connection, and action. The JHSGW was incorporated in 1965 as a nonprofit dedicated to preserving Jewish history in the Washington area. In 1969, the Society moved the historic 1876 Adas Israel Synagogue to save it from demolition. After restoration, the synagogue, listed on the National Register of Historic Places, was opened to the public and has been maintained by the Society as a site for visitors to experience Jewish history through archival collections, exhibits, and educational programs. The Society is now on the verge of a major transformation. As part of the Capitol Crossing development project, the synagogue will move one block to become the centerpiece of an adjacent new 30,000 square-foot Jewish Museum. The new Museum will serve several critical functions: engaging audiences in the history of Jewish life in the nation's capital; sparking reflection among multiple generations about the relevance of Jewish Washington's history; encouraging visitors to reflect on the role they can play in bringing about change; and collecting and preserving historical resources. Planning for the new museum is underway and a major focus of the Society's current work. Although the historic synagogue is closed during the construction and museum planning process, the Society continues to engage the public through a variety of educational programs, walking tours, lectures, school programs, lectures, and other activities. The Society's collections of historic artifacts, photographs, documents, and oral histories continue to grow and are accessible for researchers in the community and around the world. |
| Form 990, Part VI, Section A, line 2 | Several members of the Board of Directors have family relationships. |
| Form 990, Part VI, Section A, line 6 | The Society has one class of membership and their voting rights allow them to vote on the Board of Directors and officers, approve bylaws, and to call special meetings of the Society. |
| Form 990, Part VI, Section A, line 7a | The Society members vote and elect the governing body. |
| Form 990, Part VI, Section B, line 11b | Staff and the Finance Committee review the 990 and forward to the full board for comment before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | All Board members are required to review and sign a conflict of interest declaration at the beginning of their term and annually. |
| Form 990, Part VI, Section B, line 15a | The process for determining the compensation of the Executive Director included comparability data gathered by an the executive search firm. |
| Form 990, Part VI, Section C, line 19 | The Society makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part IX, line 11g | Other professional fees: Program service expenses 45,053. Management and general expenses 37,216. Fundraising expenses 663. Total expenses 82,932. |
| Form 990, Part XII, Line 2c: | The Society's Board of Directors is responsible for oversight of the audit, including selection of the independent accountant. The process is consistent with prior years. |
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