HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL: Form 990, tax year 2012
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- Organization
- HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL (EIN 59-3740883)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201421339349303247
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-13T13:03:44-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4099 TAMIAMI TRAIL N STE 300 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593740883 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST FLORIDA HOLOCAUST MUSEUM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 2392639200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4760 TAMIAMI TRAIL NORTH NO 7 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSHUA BIALEK | Name |
| Title | OFFICER | Title |
| Phone | 2392639200 | Phone |
| Date Signed | 2014-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMELIA COOPER CPA | Name |
| PTIN | P00437898 | PTIN |
| Phone | 2392628686 | Phone |
| Date Prepared | 2014-04-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSHUA BIALEK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4760 TAMIAMI TRAIL NORTH NO 7 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 458730 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOLOCAUSTMUSEUMSWFL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE RESPECT AND UNDERSTANDING BY TEACHING THE HISTORY AND LESSONS OF THE HOLOCAUST. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 1811 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 811 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 278292 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 380593 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25303 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 59145 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 721 | InvestmentIncomePriorYear |
| Investment Income Current Year | 958 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2398 | OtherRevenuePriorYear |
| Other Revenue Current Year | -49260 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 306714 | TotalRevenuePriorYear |
| Total Revenue Current Year | 391436 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 83570 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 186329 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 21344 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 149884 | OtherExpensePriorYear |
| Other Expenses Current Year | 260674 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 233454 | TotalExpensesPriorYear |
| Total Expenses Current Year | 447003 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 73260 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -55567 | RevenuesLessExpensesCY |
| Total Assets BOY | 502930 | TotalAssetsBOY |
| Total Assets EOY | 449720 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 502930 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 449720 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE RESPECT AND UNDERSTANDING BY TEACHING THE HISTORY AND LESSONS OF THE HOLOCAUST. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 366273 | Expense |
| Revenue | 19832 | Revenue |
| Description | THE MUSEUM PROVIDED EDUCATIONAL PROGRAMMING TO STUDENTS AND TEACHERS IN A SIX-COUNTY AREA. THE PROGRAMS INCLUDED VISITS TO THE SCHOOLS WITH HOLOCAUST SURVIVORS, TOURS AND EDUCATION PROGRAMS AT THE MUSEUM, THE TRAVELING BOXCAR TRANSPORTATION & EDUCATION PROJECT AND OTHER TRAVELING EXHIBITS. THE NUMBER OF PARTICIPANTS IN THESE PROGRAMS TOTALED 15,000. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1896 | Expense |
| Revenue | 41821 | Revenue |
| Description | THE MUSEUM OFFERS PROGRAMMING TO THE GENERAL PUBLIC IN THE FORM OF MUSEUM TOURS, LECTURE AND FILM PRESENTATIONS, AND TRAVELING EXHIBITS. VISITORS FROM ALL 50 STATES AND OVER 35 FOREIGN COUNTRIES HAVE TAKEN ADVANTAGE OF WHAT THE MUSEUM OFFERS. FROM JULY 2012-JUNE 2013, APPROXIMATELY 5,000 GENERAL PUBLIC VISITORS CAME TO THE MUSEUM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5847 | Expense |
| Revenue | 450 | Revenue |
| Description | IN ADDITION TO STUDENT-CENTERED PROGRAMS, THE MUSEUM OFFERS PROFESSIONAL DEVELOPMENT FOR AREA TEACHERS. ANNUALLY, THE MUSEUM OFFERS SEVERAL OPPORTUNITIES TO EDUCATORS. IN THE 2012/13 SEASON, OVER 50 TEACHERS PARTICPATED IN THESE PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 374016 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD KAPLAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2392639200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4760 TAMIAMI TRAIL NORTH | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| JOSHUA M BIALEK | |||||||
| PRESIDENT | 5.00 | 0.00 | X | X | 0 | 0 | 0 |
| RICHARD D YOVANOVICH | |||||||
| VICE PRESIDENT | 5.00 | 0.00 | X | X | 0 | 0 | 0 |
| RONALD E KAPLAN | |||||||
| SECRETARY/TREASURER | 5.00 | 0.00 | X | X | 0 | 0 | 0 |
| HERBERT BERKELEY | |||||||
| VICE PRESIDENT | 5.00 | 0.00 | X | X | 0 | 0 | 0 |
| JACK NORTMAN | |||||||
| VICE PRESIDENT | 5.00 | 0.00 | X | X | 0 | 0 | 0 |
| JANET G COHEN | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| CHARLES J DAURAY | |||||||
| VICE PRESIDENT | 5.00 | 0.00 | X | 0 | 0 | 0 | |
| ANN R JACOBSON | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| MERRILL KULLER | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| LOIS W LIPNIK | |||||||
| DIRECTOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| LORIE MAYER | |||||||
| DIRECTOR, CURATOR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| AMY L SNYDER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | X | 60000 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 60000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 25623 | MembershipDues |
| Fundraising Events | 94392 | FundraisingEvents |
| All Other Contributions | 260578 | AllOtherContributions |
| Noncash Contributions | 29901 | NoncashContributions |
| Total Contributions | 380593 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MUSEUM ADMISSIONS | 900099 | 41821 | 41821 |
| EDUCATION | 900099 | 16874 | 16874 |
| BOX CAR ADMISSION | 900099 | 450 | 450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 59145 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 958 | TotalRevenueColumn |
| Exclusion | $958 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 15301 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 94392 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 66502 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -51201 | TotalRevenueColumn |
| Exclusion | -$51,201 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2733 | GrossSalesOfInventory |
| Cost Of Goods Sold | 792 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1941 | TotalRevenueColumn |
| Unrelated Business Revenue | 1811 | UnrelatedBusinessRevenue |
| Exclusion | $130 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 391436 | TotalRevenueColumn |
| Related Or Exempt Function Income | 59145 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1811 | UnrelatedBusinessRevenue |
| Exclusion | -$50,113 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60000 | Total |
| Program Services | 51000 | ProgramServices |
| Management And General | 6000 | ManagementAndGeneral |
| Fundraising | 3000 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110156 | Total |
| Program Services | 93632 | ProgramServices |
| Management And General | 11016 | ManagementAndGeneral |
| Fundraising | 5508 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 826 | Total |
| Program Services | 702 | ProgramServices |
| Management And General | 83 | ManagementAndGeneral |
| Fundraising | 41 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15347 | Total |
| Program Services | 13045 | ProgramServices |
| Management And General | 1535 | ManagementAndGeneral |
| Fundraising | 767 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8951 | Total |
| Management And General | 8951 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46080 | Total |
| Program Services | 39169 | ProgramServices |
| Management And General | 4608 | ManagementAndGeneral |
| Fundraising | 2303 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10891 | Total |
| Program Services | 9257 | ProgramServices |
| Management And General | 1089 | ManagementAndGeneral |
| Fundraising | 545 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18379 | Total |
| Program Services | 15622 | ProgramServices |
| Management And General | 1838 | ManagementAndGeneral |
| Fundraising | 919 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2785 | Total |
| Program Services | 2367 | ProgramServices |
| Management And General | 279 | ManagementAndGeneral |
| Fundraising | 139 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72602 | Total |
| Program Services | 61712 | ProgramServices |
| Management And General | 7260 | ManagementAndGeneral |
| Fundraising | 3630 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2181 | Total |
| Program Services | 1854 | ProgramServices |
| Management And General | 218 | ManagementAndGeneral |
| Fundraising | 109 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8 | Total |
| Program Services | 7 | ProgramServices |
| Management And General | 1 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2540 | Total |
| Program Services | 2159 | ProgramServices |
| Management And General | 254 | ManagementAndGeneral |
| Fundraising | 127 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4580 | Total |
| Program Services | 3893 | ProgramServices |
| Management And General | 458 | ManagementAndGeneral |
| Fundraising | 229 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BOXCAR EXPENSES | 67788 | 57620 | 6779 | 3389 |
| EDUCATION EXPENSES | 11147 | 11147 | ||
| MISCELLANEOUS EXPENSES | 4971 | 4225 | 497 | 249 |
| CREDIT CARD FEES | 3167 | 2692 | 317 | 158 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4604 | Total |
| Program Services | 3913 | ProgramServices |
| Management And General | 460 | ManagementAndGeneral |
| Fundraising | 231 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 447003 | Total |
| Program Services | 374016 | ProgramServices |
| Management And General | 51643 | ManagementAndGeneral |
| Fundraising | 21344 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465389 | BOY |
| EOY | 413919 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 83465 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65675 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19530 | BOY |
| EOY | 17790 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17911 | BOY |
| EOY | 17911 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502930 | BOY |
| EOY | 449720 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502930 | BOY |
| EOY | 449720 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502930 | BOY |
| EOY | 449720 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502930 | BOY |
| EOY | 449720 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -55567 | ReconcilationRevenueExpenses |
| Reconcilation Prior Adjustment | 2357 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 546504 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 337036 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 374473 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 485500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 607684 | CurrentTaxYear |
| Total | 2351197 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 546504 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 337036 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 374473 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 485500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 607684 | CurrentTaxYear |
| Total | 2351197 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 118280 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2232917 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6902 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7289 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1679 | CurrentTaxYear |
| Total | 21001 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2372198 | TotalSupport |
| Gross Receipts From Admissions Etc | 185680 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94130 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71930 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE EXEMPT ORGANIZATION CHANGED ITS YEAR END FROM DECEMBER 31 TO JUNE 30 WITH THE SHORT TAX YEAR OF 1/1/2012 - 6/30/2012. THE SUPPORT SCHEDULE AND EXCESS CONTRIBUTORS SCHEDULE FOR THE 2012 COLUMN INCLUDES 18 MONTHS OF ACTIVITY (1/1/12 - 6/30/13). | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 17911 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19796 | OtherCostOrOtherBasis |
| Depreciation | 3124 | Depreciation |
| Book Value | 16672 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60665 | OtherCostOrOtherBasis |
| Depreciation | 59547 | Depreciation |
| Book Value | 1118 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3004 | OtherCostOrOtherBasis |
| Depreciation | 3004 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17790 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART III, LINE 4: | ReturnReference |
| Explanation | THE MUSEUM'S COLLECTION INCLUDES SUCH ITEMS AS THE HOLOCAUST BOXCAR, CLOTHING, FILM FOOTAGE AND VARIOUS PIECES OF ARTWORK. THESE ITEMS INCREASE THE VISITORS EDUCATION OF THE HOLOCAUST THROUGH THEIR VIEWING OF THE ITEMS ON DISPLAY. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TRIUMPH | NameOfEvent1 |
| Gross Receipts Event1 | 109693 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 94392 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15301 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 2876 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 5655 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 57971 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 109693 | GrossReceiptsTotal |
| Charitable Contributions Total | 94392 | CharitableContributionsTotal |
| Gross Revenue Total Events | 15301 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2876 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5655 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 57971 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 66502 | DirectExpenseSummaryEvents |
| Net Income Summary | -51201 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 61 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 26943 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER WILL PROVIDE A REPORT & FORM 990 TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING THE FORM 990 WITH THE IRS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 30,777. MANAGEMENT AND GENERAL EXPENSES 3,621. FUNDRAISING EXPENSES 1,810. TOTAL EXPENSES 36,208. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 7,060. MANAGEMENT AND GENERAL EXPENSES 831. FUNDRAISING EXPENSES 415. TOTAL EXPENSES 8,306. OUTSIDE SERVICES - OTHER: PROGRAM SERVICE EXPENSES 1,332. MANAGEMENT AND GENERAL EXPENSES 156. FUNDRAISING EXPENSES 78. TOTAL EXPENSES 1,566. | OTHER FEES |
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