LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC (EIN 52-6064549)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-14
- IRS object ID
- 201611969349300746
- Schema version
- 2015v2.1
- 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 | 2016-07-14T12:37:06-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522041603 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE LEMKIN COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 475 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 701 4TH STREET NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027890900 | PhoneNum |
| Signature | 2016-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY JOHNSON | PreparerPersonNm |
| PTIN | P01593478 | PTIN |
| Phone | 3014246800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUSSELL SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 4TH STREET NW NO 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,837,837 | 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 | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | -$5,512 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$5,512 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $893,225 | PYContributionsGrantsAmt |
| CY Contributions Grants | $978,521 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,430 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,837 | CYProgramServiceRevenueAmt |
| PY Investment Income | $67,140 | PYInvestmentIncomeAmt |
| CY Investment Income | $96,997 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$16,748 | PYOtherRevenueAmt |
| CY Other Revenue | $532,333 | CYOtherRevenueAmt |
| PY Total Revenue | $977,047 | PYTotalRevenueAmt |
| CY Total Revenue | $1,647,688 | 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 | $365,369 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $372,748 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $56,792 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $398,154 | PYOtherExpensesAmt |
| CY Other Expenses | $383,222 | CYOtherExpensesAmt |
| PY Total Expenses | $763,523 | PYTotalExpensesAmt |
| CY Total Expenses | $755,970 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $213,524 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $891,718 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,409,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,215,192 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,603,687 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,659,994 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,805,474 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,555,198 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EXPLORE THE UNIQUE JEWISH HERITAGE OF WASHINGTON AS A HOMETOWN AND AS THE NATION'S CAPITAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $501,612 | ExpenseAmt |
| Revenue | $39,375 | RevenueAmt |
| Desc | IN 2015, THE SOCIETY SERVED 510 STUDENTS FROM 22 SCHOOLS ON FIELD TRIPS TO THE MUSEUM AND TRAVELING EXHIBITION SITES. THE SOCIETY OFFERED 80 EDUCATIONAL PROGRAMS TO 3,000 ADULTS AT OUR HISTORIC SITE AND THROUGHOUT THE WASHINGTON REGION. PROGRAMS INCLUDED NEIGHBORHOOD WALKING TOURS, LECTURES, EXHIBITION OPENINGS, AND CONCERTS.IN 2015, OUR LAST CALL PROGRAM SERIES FOCUSED ON OUR HISTORIC 1876 SYNAGOGUE. - SCHOLAR-IN-RESIDENCE DR. SAMUEL GRUBERA SYNAGOGUE-ARCHITECTURE HISTORIAN, DR. GRUBER SPOKE AT TWO PUBLIC PROGRAMS IN THE HISTORIC SYNAGOGUE.- DEDICATION ANNIVERSARY OF 1876 SYNAGOGUE SPECIAL PROGRAM INCLUDED HISTORIC READINGS FROM THE ORIGINAL DEDICATION SERVICE BY DESCENDANTS OF FORMER CONGREGANTS AND THREE LOCAL RABBIS.- FIRST NIGHT CONCERT ON DECEMBER 31, A SOLD-OUT CROWD USHERED IN THE NEW YEAR WITH KLEZMER BAND, MACHAYA. ATTENDEES OF ALL AGES DANCED AND TOASTED IN OUR HISTORIC SYNAGOGUE! OTHER PROGRAMS IN 2015 INCLUDED: - THE SOCIETY'S SIGNATURE JEWISH AMERICAN HERITAGE MONTH LECTURE IN PARTNERSHIP WITH NATIONAL ARCHIVES FEATURED DR. JONATHAN SARNA IN CONVERSATION WITH JOURNALIST STEVEN V. ROBERTS ABOUT SARNA'S BOOK, LINCOLN AND THE JEWS.- THE SOCIETY'S ANNUAL MEETING GUEST SPEAKER, DONALD BURRIS SPOKE ABOUT HIS EXPERIENCES LITIGATING CASES RELATED TO THE RESTITUTION OF NAZI-LOOTED ART.- GROUP WALKING TOURS OF JEWISH DOWNTOWN WASHINGTON, OLD TOWN ALEXANDRIA, ARLINGTON NATIONAL CEMETERY, AND JEWISH H STREET, NE. | Desc |
| Total Program Service Expenses | $501,612 | 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 | Yes (1) | 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 | 22 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | 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 | 0 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA APELBAUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027890900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 4TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ERNIE MARCUS | ||||||
| VICE-PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RUSSELL SMITH | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HOWARD MORSE | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM RUBINSON | ||||||
| AT-LARGE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE WATTENBERG | ||||||
| AT-LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW AMMERMAN | ||||||
| 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 | |
| MARGERY ELSBERG | ||||||
| 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 | |
| PATRICIA SILVERMAN | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALBERT H SMALL JR | ||||||
| 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 | |
| GWEN ZUARES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARLENE ZAKAI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN S ALPER | ||||||
| HONORARY DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA PASCAL | ||||||
| HONORARY DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA REIN | ||||||
| HONORARY DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MENDELLE TOUROVER WOODLEY | ||||||
| HONORARY DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL BRYLAWSKI | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEONARD ABEL | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD ALPER | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BURKA | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SAM FLAX | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK GILBERT | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BERNARD S GLASSMAN | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES GOLDBERG | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA GOLDMAN | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR MICHAEL GOLDSTEIN | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY PEARLSTEIN | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SIDNEY SILVER | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD WOLPE | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STUART ZUCKERMAN | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA COHEN APELBAUM | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $92,452 | $0 | $6,587 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $92,452 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,587 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $377,385 | MembershipDuesAmt |
| Government Grants | $42,500 | GovernmentGrantsAmt |
| All Other Contributions | $558,636 | AllOtherContributionsAmt |
| Noncash Contributions | $161,582 | NoncashContributionsAmt |
| Total Contributions | $978,521 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TOURS, LECTURES, AND E | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $39,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,837 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,837 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,459 | TotalRevenueColumnAmt |
| Exclusion | $97,459 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $122,062 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $129,729 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$7,667 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,667 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$5,512 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,155 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,958 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,420 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$462 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$462 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELOCATION DELAY FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $540,000 | TotalRevenueColumnAmt |
| Exclusion | $540,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $540,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,647,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,375 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$5,512 | UnrelatedBusinessRevenueAmt |
| Exclusion | $635,304 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,039 | TotalAmt |
| Program Services | $69,327 | ProgramServicesAmt |
| Management And General | $12,380 | ManagementAndGeneralAmt |
| Fundraising | $17,332 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,533 | TotalAmt |
| Program Services | $199,637 | ProgramServicesAmt |
| Management And General | $31,559 | ManagementAndGeneralAmt |
| Fundraising | $2,337 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,252 | TotalAmt |
| Program Services | $12,289 | ProgramServicesAmt |
| Management And General | $1,932 | ManagementAndGeneralAmt |
| Fundraising | $31 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,924 | TotalAmt |
| Program Services | $21,023 | ProgramServicesAmt |
| Management And General | $3,428 | ManagementAndGeneralAmt |
| Fundraising | $1,473 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,301 | TotalAmt |
| Program Services | $19,126 | ProgramServicesAmt |
| Management And General | $25,955 | ManagementAndGeneralAmt |
| Fundraising | $220 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,050 | TotalAmt |
| Management And General | $37,050 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,587 | TotalAmt |
| Program Services | $20,092 | ProgramServicesAmt |
| Management And General | $27,265 | ManagementAndGeneralAmt |
| Fundraising | $230 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,362 | TotalAmt |
| Management And General | $1,127 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,408 | TotalAmt |
| Program Services | $12,408 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,230 | TotalAmt |
| Program Services | $4,991 | ProgramServicesAmt |
| Management And General | $239 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,388 | TotalAmt |
| Program Services | $12,588 | ProgramServicesAmt |
| Management And General | $8,955 | ManagementAndGeneralAmt |
| Fundraising | $3,845 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,935 | TotalAmt |
| Program Services | $21,341 | ProgramServicesAmt |
| Management And General | $10,210 | ManagementAndGeneralAmt |
| Fundraising | $4,384 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,183 | TotalAmt |
| Program Services | $8,882 | ProgramServicesAmt |
| Management And General | $3,009 | ManagementAndGeneralAmt |
| Fundraising | $1,292 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LUNCHEON, MEETINGS, AND | $50,876 | $28,238 | $3,291 | $19,347 |
| UTILITIES | $23,042 | $16,584 | $4,518 | $1,940 |
| PRINTING AND COPYING | $18,210 | $16,425 | $560 | $1,225 |
| OFFICE SUPPLIES AND EXP | $15,112 | $12,255 | $1,999 | $858 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,538 | TotalAmt |
| Program Services | $26,406 | ProgramServicesAmt |
| Management And General | $24,089 | ManagementAndGeneralAmt |
| Fundraising | $2,043 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,970 | TotalAmt |
| Program Services | $501,612 | ProgramServicesAmt |
| Management And General | $197,566 | ManagementAndGeneralAmt |
| Fundraising | $56,792 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,756 | BOYAmt |
| EOY | $246,238 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,384 | BOYAmt |
| EOY | $898,243 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,619 | BOYAmt |
| EOY | $331,906 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $102,331 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,927 | BOYAmt |
| EOY | $14,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,053,973 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $667,479 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,318,596 | BOYAmt |
| EOY | $2,386,494 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,144,579 | BOYAmt |
| EOY | $2,227,384 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,300 | BOYAmt |
| EOY | $8,300 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,409,161 | BOYAmt |
| EOY | $6,215,192 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,400 | BOYAmt |
| EOY | $142,616 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,552,287 | BOYAmt |
| EOY | $1,514,378 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000 | BOYAmt |
| EOY | $3,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,603,687 | BOYAmt |
| EOY | $1,659,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,483,546 | BOYAmt |
| EOY | $1,997,059 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,538,185 | BOYAmt |
| EOY | $1,767,575 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,743 | BOYAmt |
| EOY | $790,564 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,805,474 | BOYAmt |
| EOY | $4,555,198 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,409,161 | BOYAmt |
| EOY | $6,215,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $891,718 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$141,994 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $577,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $531,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $750,976 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $893,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $978,521 | CurrentTaxYearAmt |
| Total | $3,732,083 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,837 | CurrentTaxYearAmt |
| Total | $152,760 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $608,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $557,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $773,531 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $926,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,018,358 | CurrentTaxYearAmt |
| Total | $3,884,843 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $214,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $129,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $316,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $386,831 | CurrentTaxYearAmt |
| Total | $1,248,206 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $214,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $129,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $316,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $386,831 | CurrentTaxYearAmt |
| Total | $1,248,206 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,636,637 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,459 | CurrentTaxYearAmt |
| Total | $286,872 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,459 | CurrentTaxYearAmt |
| Total | $286,872 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$36,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$34,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$30,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$16,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$7,667 | CurrentTaxYearAmt |
| Total | -$125,237 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $540,000 | CurrentTaxYearAmt |
| Total | $561,245 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $619,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $580,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $782,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $977,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,648,150 | CurrentTaxYearAmt |
| Total | $4,607,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.57220 | PublicSupportCY509Pct |
| Public Support PY509 | 0.56870 | PublicSupportPY509Pct |
| Investment Income CY | 0.06230 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05680 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $1,302,820 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 | -$55,965 | OtherExpendituresAmt |
| End Year Balance | $1,205,390 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $867,452 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $162,859 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$32,522 | OtherExpendituresAmt |
| End Year Balance | $997,789 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $902,644 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,713 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$41,479 | OtherExpendituresAmt |
| End Year Balance | $867,452 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.34520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65480 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $624,715 | OtherCostOrOtherBasisAmt |
| Book Value | $624,715 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,731,990 | OtherCostOrOtherBasisAmt |
| Depreciation | $375,503 | DepreciationAmt |
| Book Value | $1,356,487 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $327,677 | OtherCostOrOtherBasisAmt |
| Depreciation | $211,673 | DepreciationAmt |
| Book Value | $116,004 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,303 | DepreciationAmt |
| Book Value | $10,861 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $278,427 | OtherCostOrOtherBasisAmt |
| Book Value | $278,427 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,386,494 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT DEPOSITS | Desc |
| Amt | $3,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,658,116 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$141,994 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $22,693 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$119,301 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,777,417 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$129,729 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$129,729 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,647,688 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $908,392 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $22,693 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $129,729 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $152,422 | ExpensesNotReportedAmt |
| Expenses Subtotal | $755,970 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $755,970 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | ARCHIVAL COLLECTIONS - IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, ARCHIVAL COLLECTIONS PURCHASED AND DONATED ARE NOT CAPITALIZED. AS OF DECEMBER 31, 2015, 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 CATALOGED, 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 CONTINUED 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 FROM 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: | THE SOCIETY FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE SOCIETY'S TAX POSITIONS AND CONCLUDED THAT THE SOCIETY HAS TAKEN NO UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDED DECEMBER 31, 2015, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON 990 PART VIII, LINE 6B -129,729. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON 990 PART VIII, LINE 6B 129,729. |
Schedule M IRS990ScheduleM
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $161,582 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED FAIR VALUE PRICE | 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, D.C., 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 STRENGTHEN 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 ARE INSTRUCTIVE, ENGAGING, INTERACTIVE, AND FUN. INCLUSIVITY - WE WELCOME ALL BACKGROUNDS, FAITHS, BELIEFS, AND ABILITIES. OUR BROAD AUDIENCE IS ENCOURAGED TO PARTICIPATE AND SHARE THEIR PERSPECTIVES. COLLABORATION - PARTNERSHIPS ARE KEY TO OUR SUCCESS; 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 DEDICATED TO INTERPRETING JEWISH HISTORY IN THE GREATER WASHINGTON AREA. IN 1969, GALVANIZED BY THE PENDING DEMOLITION 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 8,000-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 ACTIVITIES 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 JIM GOLDBERG. LARRY WISEMAN, DIRECTOR, IS A COUSIN OF PAST PRESIDENT STUART ZUCKERMAN. LAURA APELBAUM, EXECUTIVE 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 IS WORKING ON 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 11 | A COPY OF THE 990 IS PROVIDED TO EACH MEMBER OF THE BOARD PRIOR TO 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 AND EACH YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT THE REQUEST OF THE PUBLIC, A PDF VERSION CAN BE SENT VIA EMAIL. |
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