2017-11-08T13:54:12-06:00 2016-12-31 260794367 UHY ADVISORS MID-ATLANTIC MD INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2016-01-01 526064549 JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON JEWI 2027890900 701 4TH STREET NW NO 200 WASHINGTON DC 20001 RUSSELL SMITH PRESIDENT 2027890900 2017-11-08 1 NANCY JOHNSON P01593478 4107205220 209.99.101.4 2017-11-08 12:40:55 ES P AB46B83EA2DC7BE6D84093CEDEA6D9CF66320932 55F6F50C37E760AF47C3AAF93844A4CF649E3B5A 2016 2017-02-10 21:41:12Z RUSSELL SMITH 701 4TH STREET NW NO 200 WASHINGTON DC 20001 14310561 0 X WWW.JHSGW.ORG X 1960 DC TO EXPLORE THE UNIQUE JEWISH HERITAGE OF WASHINGTON AS A HOMETOWN AND AS THE NATION'S CAPITAL. 59 59 7 31 319812 78613 978521 1402440 39837 28920 96997 1252700 532333 9544302 1647688 12228362 0 0 0 0 372748 458570 0 0 178878 383222 478226 755970 936796 891718 11291566 6215192 16170054 1659994 214252 4555198 15955802 X TO EXPLORE THE UNIQUE JEWISH HERITAGE OF WASHINGTON AS A HOMETOWN AND AS THE NATION'S CAPITAL. 0 0 586958 28920 IN 2016, THE SOCIETY SERVED 451 STUDENTS FROM 17 SCHOOLS ON FIELD TRIPS TO THE MUSEUM AND TRAVELING EXHIBITION SITES. THE SOCIETY OFFERED 81 EDUCATIONAL PROGRAMS TO 3,277 PARTICIPANTS AT 30 VENUES. PROGRAMS INCLUDED NEIGHBORHOOD WALKING TOURS, LECTURES, EXHIBITIONS, AND CONCERTS.IN 2016, OUR SOCIETY HAD A LAST CALL SERIES FOCUSED ON THE MOVE OF OUR HISTORIC 1876 SYNAGOGUE. IN JUNE 2016, THE LAST PROGRAM IN THE LILLIAN & ALBERT SMALL JEWISH MUSEUM WAS HELD ON THE 40TH ANNIVERSARY PRIOR TO THE MOVE OF THE HISTORIC 1876 SYNAGOGUE. IN NOVEMBER 2016, THE SYNAGOGUE WAS MOVED 50 FEET AND RECEIVED NATIONAL COVERAGE OF THE HISTORIC SYNAGOGUE MOVE FROM THE WASHINGTON POST, THE NEW YORK TIMES, ASSOCIATED PRESS, AND OTHER NEWS OUTLETS. 586958 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 26 0 1 7 1 1 1 0 0 0 0 1 1 0 0 X 59 59 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 DC MD VA X WENDY TURMAN 2027890900 701 4TH STREET NW WASHINGTON DC 20001 RUSSELL SMITH PRESIDENT 2.00 X X 0 0 0 ERNIE MARCUS VICE PRESIDENT 2.00 X X 0 0 0 HOWARD MORSE TREASURER 2.00 X X 0 0 0 PAT SILVERMAN SECRETARY 2.00 X X 0 0 0 ADAM RUBINSON AT LARGE 2.00 X X 0 0 0 DIABE ABELMAN WATTENBERG AT LARGE 2.00 X X 0 0 0 ANDREW AMMERMAN DIRECTOR 2.00 X 0 0 0 GERALD BASS DIRECTOR 2.00 X 0 0 0 STEVE BLACHER DIRECTOR 2.00 X 0 0 0 SHARON BURKA DIRECTOR 2.00 X 0 0 0 GAIL BURLANT DIRECTOR 2.00 X 0 0 0 DOROTHY CANTER DIRECTOR 2.00 X 0 0 0 MARGERY ELSBERG DIRECTOR 2.00 X 0 0 0 TRACEY GALLAGHER DIRECTOR 2.00 X 0 0 0 PAUL GREENBERG DIRECTOR 2.00 X 0 0 0 ALEXANDRA HOROWITZ DIRECTOR 2.00 X 0 0 0 WILMA PROBST LEVY DIRECTOR 2.00 X 0 0 0 BILL RICE DIRECTOR 2.00 X 0 0 0 ALBERT SMALL JR DIRECTOR 2.00 X 0 0 0 GENE SOFER DIRECTOR 2.00 X 0 0 0 ALEX STEIN DIRECTOR 2.00 X 0 0 0 JOHN TOLLERIS DIRECTOR 2.00 X 0 0 0 JOEL WIND DIRECTOR 2.00 X 0 0 0 LARRY WISEMAN DIRECTOR 2.00 X 0 0 0 PAUL WRIGHT DIRECTOR 2.00 X 0 0 0 MARLENE ZAKAI DIRECTOR 2.00 X 0 0 0 GWEN ZUARES DIRECTOR 2.00 X 0 0 0 CAROLYN ALPER HONORARY DIRECTOR 2.00 X 0 0 0 FLORA ATKIN HONORARY DIRECTOR 2.00 X 0 0 0 STUART BINDEMAN HONORARY DIRECTOR 2.00 X 0 0 0 FLORENCE BRODY HONORARY DIRECTOR 2.00 X 0 0 0 RYNA COHEN HONORARY DIRECTOR 2.00 X 0 0 0 S ROBERT COHEN HONORARY DIRECTOR 2.00 X 0 0 0 SHELDON S COHEN HONORARY DIRECTOR 2.00 X 0 0 0 NANCY COLODNY HONORARY DIRECTOR 2.00 X 0 0 0 LOIS ENGLAND HONORARY DIRECTOR 2.00 X 0 0 0 MARYANN FRIEDMAN HONORARY DIRECTOR 2.00 X 0 0 0 BRENDA PASCAL HONORARY DIRECTOR 2.00 X 0 0 0 BARBARA REIN HONORARY DIRECTOR 2.00 X 0 0 0 HUBERT SCHLOSBERG HONORARY DIRECTOR 2.00 X 0 0 0 SHOLOM SHEFFERMAN HONORARY DIRECTOR 2.00 X 0 0 0 RABBI MATTHEW SIMON HONORARY DIRECTOR 2.00 X 0 0 0 ALBERT H SMALL HONORARY DIRECTOR - CHAIR 2.00 X 0 0 0 HADASSAH THURSZ HONORARY DIRECTOR 2.00 X 0 0 0 STEPHEN JOEL TRACHTENBERG HONORARY DIRECTOR 2.00 X 0 0 0 MENDELLE T WOODLEY HONORARY DIRECTOR 2.00 X 0 0 0 LEONARD ABEL PAST PRESIDENT 2.00 X 0 0 0 RICHARD S ALPER PAST PRESIDENT 2.00 X 0 0 0 SAMUEL BRYLAWSKI PAST PRESIDENT 2.00 X 0 0 0 DAVID BURKA PAST PRESIDENT 2.00 X 0 0 0 SAMUEL FLAX PAST PRESIDENT 2.00 X 0 0 0 FRANK GILBERT PAST PRESIDENT 2.00 X 0 0 0 BERNARD S GLASSMAN PAST PRESIDENT 2.00 X 0 0 0 JAMES GOLDBERG PAST PRESIDENT 2.00 X 0 0 0 PAULA GOLDMAN PAST PRESIDENT 2.00 X 0 0 0 DR MICHAEL L GOLDSTEIN PAST PRESIDENT 2.00 X 0 0 0 DR PEGGY PEARLSTEIN PAST PRESIDENT 2.00 X 0 0 0 SIDNEY J SILVER PAST PRESIDENT 2.00 X 0 0 0 STUART ZUCKERMAN PAST PRESIDENT 2.00 X 0 0 0 LAURA APELBAUM EXECUTIVE DIRECTOR JAN-JUL 40.00 X 117023 0 1452 WENDY TURMAN DEPUTY DIRECTOR AUG-DEC 40.00 X 64714 0 1264 181737 0 2716 1 0 0 0 SILVER FREEDMAN TAFF & TIERNAN 3299 K STREET NW STE 100 WASHINGTON DC 20007 LEGAL 187003 REGAN ASSOCIATES 1000 MONROE STREET HERNDON VA 20170 CONSULTING 143521 2 312985 2607 1086848 552401 1402440 TOURS, LECTURES, AND EXHIBITS 900099 28920 28920 28920 112922 112922 46279 41977 4302 4302 3193 1109 3180000 2040222 1139778 1139778 316619 823159 GAIN ON RELOCATION 900099 9000000 9000000 GAIN ON RELOCATION DELAY 900099 540000 540000 9540000 12228362 28920 319812 10477190 X 184453 147563 30966 5924 221787 213747 5821 2219 20308 18319 1602 387 32022 28499 2882 641 31623 31623 40971 40971 180820 20567 20390 139863 1355 1175 180 63087 39696 18097 5294 62441 52077 9158 1206 1875 1604 32 239 26213 22155 3320 738 16891 14775 1731 385 LUNCHEONS, MEETINGS & R 46416 21594 2915 21907 PROFESSIONAL DEVELOPMEN 3525 2978 472 75 AFFILIATION DUES 2209 2209 0 0 VOLUNTEER SUPPLIES 800 0 800 0 936796 586958 170960 178878 246238 183476 898243 1313455 331906 515224 102331 129017 14296 7021 946640 154601 2386494 792039 2227384 13228822 8300 1000 6215192 16170054 142616 214252 1514378 3000 1659994 214252 X 1997059 12897668 1767575 2175576 790564 882558 4555198 15955802 6215192 16170054 X 11291566 140440 -31402 X X 0 1 X 1 0 X 531475 750976 893225 978521 1402440 4556637 26065 22555 33430 39837 28920 150807 557540 773531 926655 1018358 1431360 4707444 129736 200436 316223 386831 1046418 2079644 41500 191500 79305 162954 40558 515817 171236 391936 395528 549785 1086976 2595461 2111983 43496 39130 67140 97459 112922 360147 0 0 0 0 296767 296767 43496 39130 67140 97459 409689 656914 13500 13500 614536 812661 993795 1115817 1841049 5377858 0.39270 0.57220 0.12220 0.06230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1207317 91994 192617 61926 1430002 1302820 6821 -43891 58433 1207317 1205390 50000 98592 51162 1302820 997789 5000 258616 56015 1205390 867452 162859 32522 997789 0.38280 0.61720 0 0 117821 71182 46639 91164 83419 7745 737655 737655 792039 X 12517643 140440 106864 41977 289281 12228362 0 12228362 1117039 106864 31402 41977 180243 936796 0 936796 PART III, LINE 1A: ARCHIVAL COLLECTIONS - IN CONFORMITY WITH THE PRACTICE FOLLOWED BU MANY MUSEUMS, ARCHIVAL COLLECTIONS PURCHASED AND DONATED ARE NOT CAPITALIZED. AS OF DECEMBER 31, 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 ACTIVTIES 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 WASHINGTION AREA. THESE COLLECTIONS SUPPORT THE CONTINUOUS EXPLORATION OF JEWISH HERITAGE IN THE GREATER WASHINGTON AREA THROUGH THE USE OF EDUCATIONAL EXHIBITIONS 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 THREEE 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: THE SOCIETY FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE SOCIETY'S TAX POSITIONS AND CONCLUDED THAT THE SOCIETY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. FOR THE YEAR ENDED DECEMBER 31, 2016, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 41,977. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 41,977. X 30 SEE PART II X 10 552401 QUOTED FAIR VALUE PRICE 0 0 0 PART I, LINE 33: HISTORICAL TREASURES CONTRIBUTED CONSIST OF MULTIPLE PAPERS, PHOTOGRAPHS, SYNAGOGUE RECORDS, AND OTHER MEMORABILIA WHERE THE VALUE IS INDETERMINABLE. FORM 990, PART III, LINE 1 MISSION - TO EXPLORE THE UNIQUE JEWISH HERITAGE OF WASHINGTON AS A HOMETOWN AND AS THE NATION'S CAPITAL. VISION - WE ARE THE REGION'S FOREMOST DESTINATION AND SOURCE FOR AMERICAN JEWISH HISTORY. WE ENGAGE AND INSPIRE ADULTS AND CHILDREN THROUGH OUR EXHIBITIONS, LANDMARK HISTORIC SYNAGOGUE< PUBLIC PROGRAMS, AND EDUCATIONAL INITIATIVES. WE COLLECT, PRESERVE, AND SHARE MATERIAL CULTURE THAT DOCUMENTS THE STORY OF THE JEWISH COMMUNITY IN THE WASHINGTON, DC, REGION AS A LENS THROUGH WHICH BROADER NATIONAL AND INTERNATIONAL HISTORY MAY BE EXPLORED. THE VALUES OF THE SOCIETY ARE COMMUNITY, PRESERVATION, LEARNING, INCLUSIVITY, COLLABORATION, AND SUSTAINABILITY. COMMUNITY - AS A HUB OF JEWISH LIFE AND CULTURE IN THE REGION, WE CELEBRATE THE REGION'S JEWISH HERITAGE AND CONTINUITY. WE BUILD AND STRENHTHEN RELATIONSHIPS. PRESERVATION - ENSURING THAT FUTURE GENERATIONS WILL HAVE THE RESOURCES TO EXAMINE AND STUDY THE PAST, WE SAFEGUARD PRIMARY HISTORICAL RESOURCES. LEARNING - EDUCATION IS FUNDAMENTAL TO NURTURING THE HUMAN SPIRIT; WE PROVIDE EXPERIENCES THAT RE INSTRUCTIVE ENGAGING, INREACTIVE, AND FUN. INCLUSIVITY - WE WELCOME ALL BACKGROUNDS, FAITHS, BELIEFS, AND ABILITIES. OUR BROAD AUDIENCE IS ENCOURAGED TO PARTICPATE AND SHARE THEIR PERSPECTIVES. COLLABORATION - PARTNERSHIPS ARE KEY TO OUR SUCESS; WE COLLABORATE WITH A BROAD ARRAY OF INDIVIDUALS AND ORGANIZATIONS. SUSTAINABILITY - WE PREPARE FOR THE FUTURE THROUGH MAKING SOUND CHOICES AND UTILIZING FINANCIAL< COMMUNITY, AND ENVIRONMENTAL RESOURCES EFFECTIVELY. HISTORY FOUNDED BY VOLUNTEERS IN 1960, THE JEWISH HISTORICAL SOCIETY OF GREATER WASHINGTON WAS INCORPORATED IN 1965 AS A NONPROFIT ORGANIZATION DEDIATED TO INTERPRETING JEWISH HISTORY IN THE GREATER WASHINGTON AREA. IN 1969, GALVANIZED BY THE PENDING DEMILITIUON OF THE OLDEST SYNAGOGUE BUILDING IN THE NATION'S CAPITAL, SOCIETY MEMBERS ARRANGED FOR THE HISTORIC BUILDING TO BE MOVED THREE CITY BLOCKS TO ITS PRESENT LOCATION. AFTER EXTENSIVE RESTORATION, THE SYNAGOGUE WAS REDEDICATED AND OPENED TO THE PUBLIC AS THE LILLIAN & ALBERT SMALL JEWISH MUSEUM IN 1975. IN 2007, THE SOCIETY PURCHASED A BUILDING TO HOUSE ITS FIRST PERMANENT ADMINISTRATIVE OFFICE BUILDING. THE 8000-SQUARE-FOOT BUILDING, LOCATED AT 701 4TH STREET, NW, IS LOCATED JUST STEPS FROM THE HISTORIC SYNAGOGUE. THIS LOCATION ALSO HOUSES GALLERY SPACE FOR OUTREACH ACTVITIES AS WELL AS ADMINISTRATIVE OFFICES. FORM 990, PART VI, SECTION A, LINE 2 THERE WERE SEVERAL INSTANCES OF FAMILY RELATIONSHIPS: ALBERT H SMALL JR, DIRECTOR, IS THE SON OF ALBERT H SMALL, HONORARY DIRECTOR, NEPHEW OF CAROLYN ALPER, HONORARY DIRECTOR, AND COUSIN OF RICHARD ALPER, PAST PRESIDENT. RICHARD ALPER, PAST PRESIDENT, IS THE SON OF CAROLYN ALPER, HONORARY DIRECTOR, AND NEPHEW OF ALBERT H. SMALL, HONORARY DIRECTOR. PATRICIA SILVERMAN, SECRETARY, IS COUSIN OF PAST PRESIDENT, JAMES GOLDBERG. LARRY WISEMAN, DIRECTOR, IS A COUSIN OF PAST PRESIDENT, STUART ZUCKERMAN. LAURA APELBAUM, FORMER DIRECTOR, IS THE DAUGHTER OF HONORARY DIRECTOR, SHELDON COHEN. THERE WERE THREE INSTANCES OF BUSINESS RELATIONSHIPS: ADAM RUBINSON AND STUART ZUCKERMAN MARGERY ELSBERG AND SIDNEY SILVER TRACY GALLAGHER IS EMPLOYED BY GALLAGHER & ASSOCIATES, WHO ARE WORKING ON THE MUSEUM PROJECT. 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 A COPY OF THE 990 IS PROVIDED TO EACH MEMBER BEFORE FILING. 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 & EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 AT THE REQUEST OF THE PUBLIC, A PDF VERSION CAN BE SENT VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRE TO REVIEW AND SIGN A CONFLICT OF INTEREST DECLARATION AT THE BEGINNING OF THEIR TERM AND EACH YEAR. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 20,567. MANAGEMENT AND GENERAL EXPENSES 20,390. FUNDRAISING EXPENSES 139,863. TOTAL EXPENSES 180,820. FORM 990, PART XI, LINE 9: WRITE-OFF OF UNCOLLECTIBLE PLEDGES -31,402. FORM 990 PART XII LINE 2C PROCESS HAS NOT CHANGED SINCE PRIOR YEAR