2014-08-14T15:57:50-05:00 2013-09-30 650715836 VIZCAINO GITLIN & ZOMERFELD LLP 999 PONCE DE LEON BLVD SUITE 1045 CORAL GABLES FL 33134 990 2012-10-01 650198264 JEWISH MUSEUM OF FLORIDA INC JEWI 3056725044 301 WASHINGTON AVENUE MIAMI BEACH FL 331396965 ELLIOT N STONE 3056725044 2014-08-15 1 MARK GITLIN CPA P00170745 3054448288 2012 2015-11-30 17:44:51Z ELLIOT N STONE 301 WASHINGTON AVENUE MIAMI BEACH FL 331396965 132456 0 X WWW.JEWISHMUSEUM.COM X 1989 FL SEE SCHEDULE O.THE JEWISH MUSEUM OF FLORIDA, INC. OPENED TO THE PUBLIC IN 1995. THE MUSEUM PRESENTS ITS OWN AND TRAVELING EXHIBITS; SPONSORS CULTURAL AND EDUCATIONAL PROGRAMS; HOUSES A COLLECTION & RESEARCH CENTER REFLECTING NEARLY 250 YEARS OF FLORIDA JEWISH HISTORY; AND COMMUNICATES JEWISH HISTORY, ART, CULTURE AND VALUES TO JEWS AND NON-JEWS ALIKE IN AN INFORMAL MODE. 24 24 13 0 0 0 565348 79876 56646 12515 38244 5969 181322 16602 841560 114962 0 0 0 0 642413 158788 0 0 39074 587869 197205 1230282 355993 -388722 -241031 8970572 50000 635462 0 8335110 50000 X SEE SCHEDULE O.THE MISSION OF THE JEWISH MUSEUM OF FLORIDA IS TO COLLECT, PRESERVE AND INTERPRET THE MATERIAL EVIDENCE OF THE FLORIDA JEWISH EXPERIENCE FROM WHEN JEWS WERE FIRST ALLOWED TO SETTLE IN 1763, AND UP TO THE PRESENT, AND TO INTERPRET THIS HISTORY IN THE CONTEXT OF THE AMERICAN JEWISH EXPERIENCE. 0 0 275876 0 0 THE MUSEUM'S PRIMARY PURPOSE IS TO PROVIDE EDUCATIONAL/CULTURAL PROGRAMS FOR THE GENERAL PUBLIC INCLUDING OUTREACH WITH MIAMI-DADE PUBLIC SCHOOL SYSTEM. THE MUSEUM IS A PLACE WHERE JEWS OF ALL AGES DISCOVER AND REAFFIRM THEIR RICH HERITAGE. 275876 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 13 1 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X JO ANN ARNOWITZ 3056725044 301 WASHINGTON AVENUE MIAMI BEACH FL 33139 JO ANN ARNOWITZ 70.00 X X 20665 0 0 DAVID ADLER 10.00 X X 0 0 0 ISABEL BERNFELD ANDERSON 10.00 X X 0 0 0 ELAINE BLOOM 3.00 X 0 0 0 HELENE DUBBIN 3.00 X 0 0 0 GERALD SCHWARTZ 3.00 X 0 0 0 FRAN GAYNOR 3.00 X 0 0 0 JUDITH GILBERT-GOULD 3.00 X 0 0 0 ELLIE AIBEL 3.00 X 0 0 0 GWEN MARGOLIS 3.00 X 0 0 0 LOUIS SCHNEIDER 6.00 X X 0 0 0 IRA D GILLER 3.00 X 0 0 0 LEONARD A WIEN JR 3.00 X 0 0 0 LESLIE J GROSS 6.00 X X 0 0 0 NORMAN LEVINE 3.00 X 0 0 0 MARILYN POTASH 3.00 X 0 0 0 KENNETH M BLOOM 6.00 X X 0 0 0 PAUL DRUCKER 6.00 X X 0 0 0 MURRAY H DUBBIN 6.00 X X 0 0 0 ALAN J LEVY 6.00 X X 0 0 0 LINDA ZILBER 3.00 X 0 0 0 MICHAEL OROVITZ 3.00 X 0 0 0 MELVYN FRUMKES 3.00 X 0 0 0 ELLIOT N STONE 10.00 X 0 0 0 20665 0 0 0 0 0 0 0 40859 35208 3809 79876 PUBLIC PROGRAM REVENUE 713990 6728 6728 MUSEUM ADMISSIONS 713990 5787 5787 12515 5969 5969 18939 2154 16785 16785 15157 15340 -183 -183 114962 -183 0 35269 28064 20366 4207 3491 102538 74412 15370 12756 14957 10854 2242 1861 13229 9600 1983 1646 2600 2015 325 260 2000 1550 250 200 10912 8682 981 1249 7025 1000 6025 15728 12189 1966 1573 51722 40085 6465 5172 18471 14315 2309 1847 EXHIBIT EXPENSES 71013 71013 EQUIPMENT RENTAL 3440 2666 430 344 WEBSITE MANAGEMENT & CO 3200 480 1600 1120 BANK CHARGES 3055 2368 382 305 8039 5281 1533 1225 355993 275876 41043 39074 420495 50000 2907967 330203 33523 48622 0 4586519 637133 6110 8970572 50000 62655 22807 550000 635462 0 X 6664706 50000 234390 0 1436014 0 8335110 50000 8970572 50000 X -241031 -70347 -7973732 X 0 1 X 1 0 X 1045960 2109693 1623999 594974 79876 5454502 1045960 2109693 1623999 594974 79876 5454502 5454502 72101 51203 44409 35557 5969 209239 5663741 486990 0.96310 0.95930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0 X X X X 0 3545100 2358424 141617 1056692 11633 3545100 2798751 -431049 9278 2358424 2813508 -5081 9676 2798751 2446745 230255 143804 7296 2813508 0 0 0 X 62109 -70347 17494 -52853 114962 0 114962 373487 17494 17494 355993 0 355993 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: PART II, LINE 9: THE BUILDINGS ARE ON THE NATIONAL HISTORIC REGISTER AND AS SUCH REPAIRS AND UPDATES/REMODELING ARE DONE TO MAINTAIN THE STATUS AND COMPLY WITH CURRENT CODES. ALL ACCOUNTING IS PRESENTED AT COST. PART III, LINE 1A: THE MUSEUM'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH CONTRIBUTIONS, ARE HELD FOR PRESERVATION, RESEARCH AND PUBLIC EXHIBITION. THE MUSEUM HAS ADOPTED A POLICY OF NOT CAPITALIZING COLLECTIONS. ACCORDINGLY, NO COLLECTION ITEMS ARE RECOGNIZED AS ASSETS, WHETHER THEY ARE PURCHASED OR RECEIVED AS A DONATION. ALTHOUGH THE FINANCIAL STATEMENTS DO NOT DISCLOSE THE CUMULATIVE COST OF COLLECTIONS, EACH OF THE ITEMS IN THE COLLECTION IS CATALOGUED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE MUSEUM'S TAX RETURNS FOR THE YEARS 2009, 2010 AND 2011 REMAIN SUBJECT TO EXAMINATION BY INTERNAL REVENUE SERVICE. IN THE UNLIKELY EVENT AN UNCERTAIN TAX POSITION EXISTED IN WHICH THE MUSEUM COULD INCUR CORPORATE INCOME TAXES, MANAGEMENT WOULD EVALUATE WHETHER THERE IS A PROBABILITY THAT THE UNCERTAIN TAX POSITION TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY IN ACCORDANCE WITH FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. BASED ON THE IMPLEMENTATION OF FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE MUSEUM HAS DETERMINED THAT NO AMOUNTS ARE REQUIRED TO BE ACCRUED FOR TAXES OR RELATED PENALTIES AND INTEREST FOR ANY TAX POSITIONS TAKEN THROUGH SEPTEMBER 30, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 2154. MUSEUM STORE AND BISTRO CAFE SALES 15340. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 2154. MUSEUM STORE AND BISTRO CAFE SALES 15340. OTHER EXPENSES FOR FUNDRAISING EVENTS AND THE COST OF SALES FOR THE MUSEUM STORE AND BISTRO WERE OFFSET AGAINST THE REVENUES. RAFFLE 9550 9550 1740 2 9550 9550 1740 1740 7810 X X X 0 0 0 0 0 0 0 0 0 MEZ CONSULTING INC FORMER EXECUTIVE DIRECTOR 25000 RETIREMENT PAYOUT FOR FOUNDING EXECUTIVE DIRECTOR 0 X PHOTOS/NEWSPAPERS/ARTICLES/SCRAPBOOKS/EPHEMERA 192 0 1 0 CASH AND CASH EQUIVALENTS 2012-12-10 173346 237047106 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8 STREET PC 511 MIAMI FL 33199 501(C)(3) INVESTMENTS 2012-12-10 2174435 237047106 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8 STREET PC 511 MIAMI FL 33199 501(C)(3) ENDOWMENT FUNDS 2012-12-10 1327856 237047106 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8 STREET PC 511 MIAMI FL 33199 501(C)(3) RECEIVABLES 2012-12-10 314495 237047106 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8 STREET PC 511 MIAMI FL 33199 501(C)(3) PREPAID EXPENSES AND OTHER ASSETS 2012-12-10 18311 237047106 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8 STREET PC 511 MIAMI FL 33199 501(C)(3) MUSEUM STORE INVENTORY 2012-12-10 31554 237047106 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8 STREET PC 511 MIAMI FL 33199 501(C)(3) PROPERTY & EQUIPMENT 2012-12-10 4545449 237047106 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC 11200 SW 8 STREET PC 511 MIAMI FL 33199 501(C)(3) 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 HELENE DUBBIN (BOARD MEMBER) AND MURRAY DUBBIN (BOARD MEMBER) ARE SPOUSES. ELLIE AIBEL (BOARD MEMBER) AND HAROLD AIBEL (ADVISORY COUNCIL MEMBER) ARE SPOUSES. IRA GILLER (DIRECTOR) OWNS DESIGN BUILD INC. WHO IS A CONTRACTOR USED BY THE ENTITY. IRA GILLER (DIRECTOR) AND JAMIE GILLER (EMPLOYEE) ARE UNCLE AND NIECE. FORM 990, PART VI, SECTION A, LINE 6 MUSEUM MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THERE IS AN ANNUAL MEETING WHERE BOARD MEMBERS AND OFFICERS ARE NOMINATED AND APPROVED BY THE BOARD AND ANY OTHER MUSEUM MEMBERS IN ATTENDANCE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FISCAL ADMINISTRATOR AND THE EXECUTIVE DIRECTOR. IF THERE ARE ANY QUESTIONS OR COMMENTS, WE COMMUNICATE WITH THE ACCOUNTING FIRM. AFTER ANY CHANGES, FORM 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR MONITORS THE COMPLIANCE POLICY AND WOULD BRING TO THE BOARD ANY CHANGES. ALL BOARD MEMBERS ARE REQUIRED TO UPDATE THEIR CONFLICT OF INTEREST INFORMATION ANNUALLY AND IF ANY CHANGES HAPPEN DURING THE YEAR, THEY ARE DISCUSSED BY THE BOARD AND MODIFIED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY A COMMITTEE APPOINTED BY THE BOARD. THE COMMITTEE COMPLETES AN ANNUAL REVIEW AND MEETS WITH THE EXECUTIVE DIRECTOR TO REVIEW AND DETERMINE HER COMPENSATION AND BENEFITS PACKAGE FOR THE YEAR. ALL OTHER EMPLOYEES ARE HIRED BY THE EXECUTIVE DIRECTOR, WHO DETERMINES COMPENSATION, ETC. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE EXECUTIVE DIRECTOR. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS -7973732. FORM 990, PART XI, LINE 9 EFFECTIVE DECEMBER 10, 2012, FLORIDA INTERNATIONAL UNIVERSITY (FIU) AND FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION, INC. (THE FOUNDATION) ENTERED INTO AN AGREEMENT TO ACQUIRE AND OPERATE THE MUSEUM FOR CHARITABLE, EDUCATIONAL AND CULTURAL PURPOSES. THE INTENT OF THE AGREEMENT IS FOR FIU TO COMPLEMENT THE MUSEUM'S EXISTING MISSION WITH ITS ACADEMIC AND COMMUNITY OUTREACH PROGRAMMING, TO BETTER PROMOTE THE EDUCATION, RESEARCH AND STUDY OF THE ASPECTS OF THE FLORIDA JEWISH EXPERIENCE AND ITS HISTORY AND CULTURE. EFFECTIVE DECEMBER 10, 2012, THE MAJORITY OF ITS ASSETS AND LIABILITIES WERE TRANSFERRED TO THE FIU FOUNDATION AND ALL FINANCIAL TRANSACTIONS FOR THE MUSEUM ARE NOW HANDLED THROUGH THE FOUNDATION. JEWISH MUSEUM OF FLORIDA, INC. CONTINUES TO EXIST AS A SEPARATE LEGAL ENTITY WITH ONLY A LIMITED CASH BALANCE TO COVER ANY FUTURE CORPORATE EXPENSES. THE COLLECTIONS WERE DONATED TO FIU WHILE REAL ESTATE AND OTHER ASSETS, CASH, INVESTMENTS, ETC. AS WELL AS LIABILITIES WERE DONATED TO THE FOUNDATION. THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.