INSTITUTE OF SOUTHERN JEWISH LIFE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF SOUTHERN JEWISH LIFE INC (EIN 64-0762027)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-13
- IRS object ID
- 201723179349307517
- 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 | 2017-11-13T15:30:07-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640751580 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON & BIGGS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 930 | AddressLine1Txt |
| City | RIDGELAND | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39158 | 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 | 640762027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE OF SOUTHERN JEWISH LIFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 6013626357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16528 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 392360528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MACY HART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6013626357 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE M BIGGS JR | PreparerPersonNm |
| PTIN | P00912499 | PTIN |
| Phone | 6019572001 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | C4E61175DBA6A5AC5DC80957DAB672890487ADC7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A7C22AA24D7A78CE5033AEF849F0E3A860488B27 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MACY HART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16528 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 392360528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,675,595 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ISJL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE PROMOTES JUDAISM AND OUR HERITAGE THROUGH INNOVATIVE PROGRAMS AND SHARED RESOURCES. THE INSTITUTE DELIVERS RABBINIC SERVICES,AN EDUCATION PROGRAM, AND CULTUTAL EVENTS TO COMMUNITIES SEEKING NEW SOLUTIONS, OR WHERE JEWISH RESOURCES ARE LIMITED. THE INSTITUTE ALSO PROVIDES HISTORIC PRESERVATION AND COMMUNITY ENGAGEMENT THROUGHOUT THE SOUTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,986,933 | PYContributionsGrantsAmt |
| CY Contributions Grants | $958,945 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $211,980 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $273,638 | CYProgramServiceRevenueAmt |
| PY Investment Income | $287,444 | PYInvestmentIncomeAmt |
| CY Investment Income | $206,718 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,486,357 | PYTotalRevenueAmt |
| CY Total Revenue | $1,439,301 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,579,118 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,061,615 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $411,805 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $604,370 | PYOtherExpensesAmt |
| CY Other Expenses | $544,940 | CYOtherExpensesAmt |
| PY Total Expenses | $2,183,488 | PYTotalExpensesAmt |
| CY Total Expenses | $2,606,555 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,302,869 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,167,254 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,236,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,310,779 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,935,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,593,848 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,300,488 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,716,931 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE PROMOTES JUDAISM AND OUR HERITAGE THROUGH INNOVATIVE PROGRAMS AND SHARED RESOURCES. THE INSTITUTE DELIVERS RABBINIC SERVICES,AN EDUCATION PROGRAM, AND CULTUTAL EVENTS TO COMMUNITIES SEEKING NEW SOLUTIONS, OR WHERE JEWISH RESOURCES ARE LIMITED. THE INSTITUTE ALSO PROVIDES HISTORIC PRESERVATION AND COMMUNITY ENGAGEMENT THROUGHOUT THE SOUTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,146,193 | ExpenseAmt |
| Revenue | $237,142 | RevenueAmt |
| Desc | RABBINIC & EDUCATIONAL SERVICES - THE RABBINIC SERVICES DEPARTMENT LEADS SERVICES, TEACHES CLASSES AND PROVIDES A RABBINIC PRESENCE IN SOUTHERN CONGREGATIONS THAT CANNOT AFFORD A FULL-TIME RABBI OF THEIR OWN. THE EDUCATION DEPARTMENT SUPPORTS CONGREGATIONAL RELIGIOUS SCHOOLS LARGE AND SMALL. ALL PARTNERING SCHOOLS UTILIZE THE ISJL'S COMPREHENSIVE, TRANS-DENOMINATIONAL RELIGIOUS SCHOOL CURRICULUM DESIGNED TO PROMOTE A COMMON BODY OF JEWISH KNOWLEDGE DELIVERED BY ITINERANT EDUCATORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $269,207 | ExpenseAmt |
| Revenue | $4,177 | RevenueAmt |
| Desc | HISTORY/ORAL HISTORY - THE HISTORY DEPARTMENT DELIVERS LECTURES, MAINTAINS ARCHIVES AND IS CURRENTLY BUILDING A WEB-BASED ARCHIVE WITH A HISTORY OF EVERY SOUTHERN JEWISH COMMUNITY. TO ENSURE THAT THE RICH HISTORY OF THE SOUTHERN JEWISH EXPERIENCE IS CAPTURED, ORAL HISTORIES AS WELL AS RESEARCH ARE PLACED IN A DIGITAL ARCHIVE ONLINE AND ARTIFACTS ARE PRESERVED THROUGH THE MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE. CURATORIAL-THROUGH THE MUSEUM OF SOUTHERN JEWISH EXPERIENCE, ISJL SEEKS TO PRESERVE, INTERPRET, AND DOCUMENT THE LONG AND RICH TRADITION OF JEWISH LIFE IN THE SOUTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $351,155 | ExpenseAmt |
| Desc | DEPARTMENT OF COMMUNITY ENGAGEMENT - ENHANCEMENT OF ADULT EDUCATION, OUTREACH OPPORTUNITIES, ENTERTAINMENT, FUNDRAISING & FAMILY PROGRAMING IN THE REGION SERVED BY ISJL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $186,634 | ExpenseAmt |
| Desc | CULTURAL & ARTS PROGRAMMING-THE CULTURAL & ARTS PROGRAMMMING DEPARTMENT IS RESPONSIBLE FOR ISJL'S MARKETING AND DELIVERS A VARIETY OF PERFORMANCES , FILM, LECTURES AND SPECIAL EVENTS TO COMMUNITIES LARGE AND SMALL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $186,634 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,953,189 | 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 | Yes (true) | 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 | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 28 | 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 | false | QuidProQuoContributionsInd |
| 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETSY SAMUELS | PersonNm |
| Phone | 6013626357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16528 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39236 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| IMOGENE BERMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET BRUECK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA CORMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAY CRYSTAL | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LYNN CRYSTAL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEPE FINN | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHARLETT FRUMIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL GOLDBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ED GRAUMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE HERZOG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY HESDORFFER | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SALLY SCHNEIDER HUEBSCHER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KANTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNETTE KOPPEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART LEVITON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MORRIS LEW LEWIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN LIBOWSKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET MEYER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MONICA MILLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT MILLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEAL NATHANSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEON RITTENBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ROUBEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN SADOFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL REAGLER SCHULMAN | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SPENCER SIMONS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMAN L SOLOMON | |||||||
| PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOSEPH STEIN JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN STREIFFER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY TANENBAUM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN WEINBAUM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN WIENER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY WIENER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WOOCHER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK KENNETH ZADECK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MACY HART | |||||||
| PRESIDENT | 40.00 | $233,496 | $0 | $156,845 | Yes (X) | ||
| BETSY SAMUELS | |||||||
| CFO | 40.00 | $55,487 | $0 | $14,694 | Yes (X) | ||
| MICHELE SCHIPPER | |||||||
| CHIEF OPER | 40.00 | $144,132 | $0 | $21,316 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $433,115 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $192,855 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $958,945 | AllOtherContributionsAmt |
| Noncash Contributions | $10,479 | NoncashContributionsAmt |
| Total Contributions | $958,945 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATION COMMUNITY FEES | 611710 | $237,142 | $237,142 |
| OTHER CULTURAL SERIES | 711300 | $32,319 | $32,319 |
| EXHIBITION TICKET& SHOP SALES | 453220 | $4,177 | $4,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $273,638 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,940 | TotalRevenueColumnAmt |
| Exclusion | $66,940 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,363,001 | SecuritiesAmt |
| Other | $13,071 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,236,294 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $126,707 | SecuritiesAmt |
| Other | $13,071 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $139,778 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,439,301 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $413,416 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $66,940 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,278 | TotalAmt |
| Program Services | $298,398 | ProgramServicesAmt |
| Management And General | $56,630 | ManagementAndGeneralAmt |
| Fundraising | $109,250 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,375,702 | TotalAmt |
| Program Services | $1,071,898 | ProgramServicesAmt |
| Management And General | $80,734 | ManagementAndGeneralAmt |
| Fundraising | $223,070 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,686 | TotalAmt |
| Program Services | $28,837 | ProgramServicesAmt |
| Management And General | $1,177 | ManagementAndGeneralAmt |
| Fundraising | $3,672 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,504 | TotalAmt |
| Program Services | $87,418 | ProgramServicesAmt |
| Management And General | $2,613 | ManagementAndGeneralAmt |
| Fundraising | $10,473 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,445 | TotalAmt |
| Program Services | $68,305 | ProgramServicesAmt |
| Management And General | $6,705 | ManagementAndGeneralAmt |
| Fundraising | $12,435 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,511 | TotalAmt |
| Management And General | $13,511 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,033 | TotalAmt |
| Management And General | $27,033 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,422 | TotalAmt |
| Program Services | $67,649 | ProgramServicesAmt |
| Management And General | $11,939 | ManagementAndGeneralAmt |
| Fundraising | $2,834 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,868 | TotalAmt |
| Program Services | $22,206 | ProgramServicesAmt |
| Management And General | $7,526 | ManagementAndGeneralAmt |
| Fundraising | $4,136 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,718 | TotalAmt |
| Program Services | $87,480 | ProgramServicesAmt |
| Management And General | $2,551 | ManagementAndGeneralAmt |
| Fundraising | $3,687 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,380 | TotalAmt |
| Program Services | $132,805 | ProgramServicesAmt |
| Management And General | $14,046 | ManagementAndGeneralAmt |
| Fundraising | $20,529 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217 | TotalAmt |
| Management And General | $217 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,129 | TotalAmt |
| Management And General | $15,129 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,944 | TotalAmt |
| Program Services | $15,395 | ProgramServicesAmt |
| Management And General | -$1,471 | ManagementAndGeneralAmt |
| Fundraising | $2,020 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | $47,827 | $36,624 | $1,302 | $9,901 |
| POSTAGE | $18,147 | $10,998 | $689 | $6,460 |
| COMMUNICATIONS | $17,284 | $14,943 | $650 | $1,691 |
| OTHER | $12,460 | $10,233 | $580 | $1,647 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,606,555 | TotalAmt |
| Program Services | $1,953,189 | ProgramServicesAmt |
| Management And General | $241,561 | ManagementAndGeneralAmt |
| Fundraising | $411,805 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,546 | BOYAmt |
| EOY | $8,356 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $797,993 | BOYAmt |
| EOY | $838,428 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,344,437 | BOYAmt |
| EOY | $611,066 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292 | BOYAmt |
| EOY | $2,459 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,261 | BOYAmt |
| EOY | $3,739 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,754 | BOYAmt |
| EOY | $32,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $279,060 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $246,594 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,592 | BOYAmt |
| EOY | $32,466 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,163,116 | BOYAmt |
| EOY | $3,565,974 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,782,147 | BOYAmt |
| EOY | $2,215,462 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,236,138 | BOYAmt |
| EOY | $7,310,779 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,668 | BOYAmt |
| EOY | $42,731 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,767 | BOYAmt |
| EOY | $3,310 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $322,839 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,795,215 | BOYAmt |
| EOY | $2,224,968 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935,650 | BOYAmt |
| EOY | $2,593,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,799,417 | BOYAmt |
| EOY | $3,757,775 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,451,708 | BOYAmt |
| EOY | $909,793 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,363 | BOYAmt |
| EOY | $49,363 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,300,488 | BOYAmt |
| EOY | $4,716,931 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,236,138 | BOYAmt |
| EOY | $7,310,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,167,254 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $583,697 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,534,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,112,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,237,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,986,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $958,945 | CurrentTaxYearAmt |
| Total | $8,829,886 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,534,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,112,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,237,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,986,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $958,945 | CurrentTaxYearAmt |
| Total | $8,829,886 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,220,827 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,609,059 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,940 | CurrentTaxYearAmt |
| Total | $324,467 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,154,353 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,103,673 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,534,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,112,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,237,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,986,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $958,945 | CurrentTaxYearAmt |
| Total | $8,829,886 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $256,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $211,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $273,638 | CurrentTaxYearAmt |
| Total | $1,103,673 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,643,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,368,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,489,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,198,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,232,583 | CurrentTaxYearAmt |
| Total | $9,933,559 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,050,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $630,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,694,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $265,000 | CurrentTaxYearAmt |
| Total | $4,145,487 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,050,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $630,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,694,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $265,000 | CurrentTaxYearAmt |
| Total | $4,145,487 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,788,072 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,940 | CurrentTaxYearAmt |
| Total | $324,467 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,940 | CurrentTaxYearAmt |
| Total | $324,467 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,670,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,450,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,572,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,265,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,299,523 | CurrentTaxYearAmt |
| Total | $10,258,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.56420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.56120 | PublicSupportPY509Pct |
| Investment Income CY | 0.03000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FILED A SHORT-YEAR 990 FOR THE PERIOD OF TIME OF THE SIX MONTHS ENDED 6-30-13. IT IS COUNTED AS A YEAR FOR PURPOSES OF SCHEDULE A. | ExplanationTxt |
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 |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Additions During Year | $322,839 | AdditionsDuringYearAmt |
| Ending Balance | $322,839 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $279,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $246,594 | DepreciationAmt |
| Book Value | $32,466 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,466 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH VALUE OF LIFE INSURANCE | Desc |
| Book Value | $2,215,462 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,215,462 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION LIABILITY | $2,215,462 |
| NOTE PAYABLE | $9,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,224,968 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,995,965 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $583,697 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $583,697 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,412,268 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,033 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $27,033 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,439,301 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,579,522 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,579,522 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,033 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $27,033 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,606,555 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART III, LINE 1A | THE ORGANIZATION IS NOT REQUIRED TO CAPITALIZE ITS COLLECTIONS UNDER GAAP. THE ORGANIZATION'S COLLECTIONS MEET THE DEFINITION UNDER FASB ASC 958-360- 20. |
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE INSTITUTE IS DEDICATED TO COLLECTING AND PRESERVING ITEMS THAT DEAL WITH THE SOUTHERN JEWISH EXPERIENCE. SOME OF THESE ITEMS PRE-DATE JEWISH IMMIGRATION INTO THE AREA BUT WERE VALUED POSSESSIONS OF THOSE WHO IMMIGRATED. GENERALLY, INSTITUTE LEADERSHIP DETERMINES WHETHER OR NOT A PIECE WILL BE ACCEPTED INTO COLLECTIONS. ONCE THE DECISION TO MAKE ACCESSION IS MADE, STANDARD PROCEDURES OF THE AMERICAN ALLIANCE OF MUSEUMS ARE FOLLOWED IN FORMALLY TRANSFERRING OWNERSHIP AND CATALOGING THE PROPERTY. |
| SCHEDULE D, PAGE 2, PART IV, LINE 1B | CURRENTLY , THE INSTITUTE IS HOLDING CERTAIN FUNDS FOR THE MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE- NEW ORLEANS AND TEMPLE BETH EL IN LEXINGTON, MISSISSIPPI. THE INSTITUTE HAS NO OWNERSHIP OF THESE ASSETS OR RIGHTS TO THE INCOME EARNED BY THESE ASSETS. |
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | CURRENTLY, THE MUSEUM OPERATES AS A PROJECT OF THE INSTITUTE. THE BOARD OF DIRECTORS OF THE INSTITUTE WISH TO RE-ESTABLISH AND RE-INVIGORATE THE MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE THROUGH A SEPARATE UNRELATED NON- PROFIT CORPORATION IN NEW ORLEANS, LOUISIANA. UNTIL SUCH TIME AS THE NEW ENTITY RECEIVES A TAX DETERMINATION FROM THE IRS THAT IT QUALIFIES AS A 501(C)(3) CHARITY, THE INSTITUTE WILL RECEIVE DONATIONS ON ITS BEHALF AND MAINTAIN THE FUNDS IN A SEPARATE BANK ACCOUNT. ONCE ESTABLISHED, THE MUSEUM WILL RECEIVE THE MUSEUM COLLECTION FROM THE INSTITUTE SUBJECT TO THE TERMS OF THE INSTITUTE'S BOARD RESOLUTION. DONATIONS AND RELATED INVESTMENT INCOME EARNED TOTALED 293,423 AS OF JUNE 30, 2017. IN JUNE 2017, THE INSTITUTE RECEIVED 29,416 FROM TEMPLE BETH EL. THE INSTITUTE WILL HOLD THESE FUNDS FOR THE BENEFIT OF TEMPLE BETH EL TO MAINTAIN ITS PROPERTY IN LEXINGTON, BUT WILL HAVE NO OWNERSHIP OF THE FUNDS OR PROPERTY. A FORMAL AGREEMENT BETWEEN TEMPLE BETH EL AND THE INSTITUTE IS BEING DEVELOPED. |
| SCHEDULE D, PAGE 3, PART X | THE INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). PERIODS THAT REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ARE THE YEARS ENDED JUNE 30, 2017, 2016, 2015, AND 2014. ACCOUNTING RULES PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECT, IF ANY, OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON INCOME TAX RETURNS INCLUDING THE POSITION THE INSTITUTE CONTINUES TO QUALIFY AS A TAX EXEMPT ORGANIZATION. MANAGEMENT EVALUATES THE LIKELIHOOD THAT, UPON EXAMINATION BY RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, IF IT WERE MORE THAN 50% PROBABLE THAT A MATERIAL AMOUNT OF INCOME TAX WOULD BE IMPOSED ON THE INSTITUTE UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITIES, A LIABILITY WOULD BE RECOGNIZED IN THE STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY PENALTIES AND INTEREST THAT WOULD RESULT FROM THAT ASSESSMENT. SHOULD ANY PENALTIES AND INTEREST BE INCURRED, THE INSTITUTE'S POLICY WOULD BE TO RECOGNIZE THEM AS OPERATING EXPENSES. BASED ON MANAGEMENT'S EVALUATION, NO LIABILITIES OR PENALTIES AND INTEREST ARE REQUIRED TO BE RECORDED FOR UNCERTAIN TAX POSITIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| MACY HART | ||||
| PRESIDENT | $233,496 | $151,050 | $5,795 | $390,341 |
| MICHELE SCHIPPER | ||||
| CHIEF OPER | $144,132 | $4,650 | $16,666 | $165,448 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE PROMOTES JUDAISM AND OUR HERITAGE THROUGH INNOVATIVE PROGRAMS AND SHARED RESOURCES. THE INSTITUTE DELIVERS RABBINIC SERVICES,AN EDUCATION PROGRAM, AND CULTUTAL EVENTS TO COMMUNITIES SEEKING NEW SOLUTIONS, OR WHERE JEWISH RESOURCES ARE LIMITED. THE INSTITUTE ALSO PROVIDES HISTORIC PRESERVATION AND COMMUNITY ENGAGEMENT THROUGHOUT THE SOUTH. |
| FORM 990, PAGE 2, PART III, LINE 4D | CULTURAL & ARTS PROGRAMMING-THE CULTURAL & ARTS PROGRAMMMING DEPARTMENT IS RESPONSIBLE FOR ISJL'S MARKETING AND DELIVERS A VARIETY OF PERFORMANCES , FILM, LECTURES AND SPECIAL EVENTS TO COMMUNITIES LARGE AND SMALL. |
| FORM 990, PAGE 6, PART VI, LINE 2 | LYNN CRYSTAL CLAY CRYSTAL FAMILY RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD REVIEWS THE 990 ANNUALLY AT THE FALL MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD WILL DISCLOSE CONFLICTS BY USE OF A QUESTIONNAIRE ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | APPROVED BY BOARD OF DIRECTORS AND DOCUMENTED IN WRITTEN EMPLOYMENT CONTRACT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS,CONFLICTS OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. |
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