2017-11-13T15:30:07-06:00 2017-06-30 640751580 WILSON & BIGGS PLLC PO BOX 930 RIDGELAND MS 39158 990 2016-07-01 640762027 INSTITUTE OF SOUTHERN JEWISH LIFE INST 6013626357 PO BOX 16528 JACKSON MS 392360528 MACY HART PRESIDENT 6013626357 2017-11-08 true GEORGE M BIGGS JR P00912499 6019572001 2017-11-13 C4E61175DBA6A5AC5DC80957DAB672890487ADC7 A7C22AA24D7A78CE5033AEF849F0E3A860488B27 2016 2017-02-10 21:41:12Z MACY HART PO BOX 16528 JACKSON MS 392360528 4675595 false X WWW.ISJL.ORG X 2000 MS 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. 35 35 28 0 2986933 958945 211980 273638 287444 206718 0 3486357 1439301 0 0 1579118 2061615 0 411805 604370 544940 2183488 2606555 1302869 -1167254 7236138 7310779 1935650 2593848 5300488 4716931 X 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. false false 1146193 237142 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. 269207 4177 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. 351155 DEPARTMENT OF COMMUNITY ENGAGEMENT - ENHANCEMENT OF ADULT EDUCATION, OUTREACH OPPORTUNITIES, ENTERTAINMENT, FUNDRAISING & FAMILY PROGRAMING IN THE REGION SERVED BY ISJL. 186634 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. 186634 1953189 true true false false false false false true true false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 15 0 28 true false false false false false false false false false false false false X 35 35 true false false false false false false true true false false true true true true true true true false false MS X BETSY SAMUELS 6013626357 PO BOX 16528 JACKSON MS 39236 IMOGENE BERMAN DIRECTOR 1.00 X 0 0 0 JANET BRUECK DIRECTOR 1.00 X 0 0 0 LAURA CORMAN DIRECTOR 1.00 X 0 0 0 CLAY CRYSTAL VICE CHAIR 2.00 X X 0 0 0 LYNN CRYSTAL DIRECTOR 1.00 X 0 0 0 PEPE FINN TREASURER 2.00 X X 0 0 0 CHARLETT FRUMIN DIRECTOR 1.00 X 0 0 0 GAIL GOLDBERG DIRECTOR 1.00 X 0 0 0 ED GRAUMAN DIRECTOR 1.00 X 0 0 0 JOE HERZOG DIRECTOR 1.00 X 0 0 0 JAY HESDORFFER VICE CHAIR 2.00 X X 0 0 0 SALLY SCHNEIDER HUEBSCHER DIRECTOR 1.00 X 0 0 0 MARK KANTER DIRECTOR 1.00 X 0 0 0 LYNETTE KOPPEL DIRECTOR 1.00 X 0 0 0 STUART LEVITON DIRECTOR 1.00 X 0 0 0 MORRIS LEW LEWIS DIRECTOR 1.00 X 0 0 0 STEPHEN LIBOWSKY DIRECTOR 1.00 X 0 0 0 MARGARET MEYER DIRECTOR 1.00 X 0 0 0 MONICA MILLER DIRECTOR 1.00 X 0 0 0 SCOTT MILLER DIRECTOR 1.00 X 0 0 0 NEAL NATHANSON DIRECTOR 1.00 X 0 0 0 LEON RITTENBERG DIRECTOR 1.00 X 0 0 0 ROBERT ROUBEY DIRECTOR 1.00 X 0 0 0 JOAN SADOFF DIRECTOR 1.00 X 0 0 0 RACHEL REAGLER SCHULMAN CHAIR 2.00 X X 0 0 0 SPENCER SIMONS DIRECTOR 1.00 X 0 0 0 RAYMAN L SOLOMON PAST CHAIR 2.00 X X 0 0 0 JOSEPH STEIN JR DIRECTOR 1.00 X 0 0 0 ANN STREIFFER DIRECTOR 1.00 X 0 0 0 JAY TANENBAUM DIRECTOR 1.00 X 0 0 0 DAN WEINBAUM DIRECTOR 1.00 X 0 0 0 KATHRYN WIENER DIRECTOR 1.00 X 0 0 0 MARY WIENER DIRECTOR 1.00 X 0 0 0 MICHAEL WOOCHER DIRECTOR 1.00 X 0 0 0 FRANK KENNETH ZADECK DIRECTOR 1.00 X 0 0 0 MACY HART PRESIDENT 40.00 X 233496 0 156845 BETSY SAMUELS CFO 40.00 X 55487 0 14694 MICHELE SCHIPPER CHIEF OPER 40.00 X 144132 0 21316 433115 192855 2 false true false 958945 10479 958945 EDUCATION COMMUNITY FEES 611710 237142 237142 OTHER CULTURAL SERIES 711300 32319 32319 EXHIBITION TICKET& SHOP SALES 453220 4177 4177 273638 66940 66940 3363001 13071 3236294 126707 13071 139778 139778 1439301 413416 66940 464278 298398 56630 109250 1375702 1071898 80734 223070 33686 28837 1177 3672 100504 87418 2613 10473 87445 68305 6705 12435 13511 13511 27033 27033 82422 67649 11939 2834 33868 22206 7526 4136 93718 87480 2551 3687 167380 132805 14046 20529 217 217 15129 15129 15944 15395 -1471 2020 PRINTING & PUBLICATIONS 47827 36624 1302 9901 POSTAGE 18147 10998 689 6460 COMMUNICATIONS 17284 14943 650 1691 OTHER 12460 10233 580 1647 2606555 1953189 241561 411805 66546 8356 797993 838428 1344437 611066 292 2459 6261 3739 32754 32829 279060 246594 42592 32466 3163116 3565974 1782147 2215462 7236138 7310779 126668 42731 13767 3310 322839 1795215 2224968 1935650 2593848 X 3799417 3757775 1451708 909793 49363 49363 5300488 4716931 7236138 7310779 -1167254 583697 X false false X 2534593 1112022 1237393 2986933 958945 8829886 2534593 1112022 1237393 2986933 958945 8829886 2220827 6609059 27058 82175 82174 66120 66940 324467 9154353 1103673 0.72200 0.72650 X 2534593 1112022 1237393 2986933 958945 8829886 108759 256720 252576 211980 273638 1103673 2643352 1368742 1489969 3198913 1232583 9933559 1050000 506250 630000 1694237 265000 4145487 1050000 506250 630000 1694237 265000 4145487 5788072 27058 82175 82174 66120 66940 324467 27058 82175 82174 66120 66940 324467 2670410 1450917 1572143 3265033 1299523 10258026 0.56420 0.56120 0.03000 0.03000 X SUPPLEMENTAL INFORMATION 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false true 322839 322839 true X 279060 246594 32466 32466 CASH VALUE OF LIFE INSURANCE 2215462 2215462 DEFERRED COMPENSATION LIABILITY 2215462 NOTE PAYABLE 9506 2224968 X 1995965 583697 583697 1412268 27033 27033 1439301 2579522 2579522 27033 27033 2606555 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. X X false false false false false false false false false MACY HART PRESIDENT 233496 151050 5795 390341 MICHELE SCHIPPER CHIEF OPER 144132 4650 16666 165448 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.