2013-08-14T12:50:58-05:00 2012-09-30 650715836 VIZCAINO GITLIN & ZOMERFELD LLP 999 PONCE DE LEON BLVD SUITE 1045 CORAL GABLES FL 33134 990 2011-10-01 650198264 JEWISH MUSEUM OF FLORIDA INC JEWI 3056725044 301 WASHINGTON AVENUE MIAMI BEACH FL 331396965 LINDA ZILBER 3056725044 2013-08-14 1 MARK GITLIN CPA P00170745 3054448288 2011 2016-02-25 16:41:14Z LINDA ZILBER 301 WASHINGTON AVENUE MIAMI BEACH FL 331396965 1971661 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 14 115 0 0 1589930 565348 76101 56646 89422 38244 216726 181322 1972179 841560 0 0 0 0 714837 642413 0 0 155696 797134 587869 1511971 1230282 460208 -388722 9379435 8970572 804338 635462 8575097 8335110 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 876741 269384 38966 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. 876741 1 1 0 0 0 0 1 1 0 1 1 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 0 0 0 0 0 0 0 1 10 0 14 0 0 0 0 0 0 1 1 0 0 X 24 24 1 0 0 0 0 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 DAVID ADLER 10.00 X X 0 0 0 ISABEL BERNFELD ANDERSON 3.00 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 MELVYN FRUMKES 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 6.00 X 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 12.00 X X 0 0 0 MICHAEL OROVITZ 3.00 X 0 0 0 JENNIFER HARRIS-KAY 3.00 X 0 0 0 ELLIOT N STONE 6.00 X 0 0 0 JO ANN ARNOWITZ 70.00 X 115737 0 0 115737 0 0 1 0 0 0 0 163919 269384 132045 565348 MUSEUM ADMISSIONS 713990 38566 38566 PUBLIC PROGRAM REVENUE 713990 18080 18080 56646 35557 35557 1031572 1028885 2687 2687 2687 203143 58100 145043 145043 79395 43116 36279 36279 841560 38966 0 237246 165419 115793 16542 33084 380185 274090 74513 31582 50741 36242 8478 6021 46068 32904 7697 5467 7750 6006 969 775 17304 13411 2163 1730 38734 28556 4701 5477 38894 17784 21110 88365 68483 11046 8836 3840 2976 480 384 358 277 45 36 171914 133234 21489 17191 44636 31028 7560 6048 EXHIBIT EXPENSES 75218 75218 WEBSITE MANAGEMENT & CO 31400 4710 15700 10990 EQUIPMENT RENTAL 20931 16222 2616 2093 SUPPLIES 12946 10033 1618 1295 35579 27558 4444 3577 1230282 876741 197845 155696 1518421 420495 1771713 2907967 702313 330203 31416 33523 25244 48622 6544798 1958279 4731583 4586519 586711 637133 12034 6110 9379435 8970572 56806 62655 40948 22807 706584 550000 804338 635462 X 6583115 6664706 611112 234390 1380870 1436014 8575097 8335110 9379435 8970572 X -388722 148735 X X 0 1 1 X 0 X 1898146 1045960 2109693 1623999 594974 7272772 1898146 1045960 2109693 1623999 594974 7272772 7272772 105126 72101 51203 44409 35557 308396 169 169 7581337 754848 0.95930 0.95040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0 X X X X 0 2358424 141617 1056692 11633 3545100 2798751 -431049 9278 2358424 2813508 -5081 9676 2798751 2446745 230255 143804 7296 2813508 0 0 625000 625000 5063265 1185027 3878238 856533 773252 83281 4586519 841560 1230282 -388722 148737 -2 148735 -239987 1136986 148737 29626 117063 295426 841560 0 841560 1376973 29626 117065 146691 1230282 0 1230282 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: THE MUSEUM'S TAX RETURNS FOR THE YEARS 2008, 2009 AND 2010 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, 2012. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING -2. EXPENSES FOR FUNDRAISING EVENTS AND THE COST OF SALES FOR THE MUSEUM STORE AND BISTRO WERE OFFSET AGAINST THE REVENUES. PURIM 112930 112930 32189 RETIREMENT EVENT 77756 77756 23087 2 12457 12457 2824 203143 203143 58100 58100 145043 X X X 0 0 0 0 0 0 0 0 0 JO ANN ARNOWITZ 115737 0 0 0 0 0 0 0 0 0 115737 0 0 0 MEZ CONSULTING INC FORMER EXECUTIVE DIRECTOR 100000 0 (D) DESCRIPTION OF TRANSACTION: RETIREMENT PAYOUT FOR FOUNDING EXECUTIVE DIRECTOR X 525 0 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: THE MUSEUM RECEIVED DONATIONS OF VARIOUS "EPHEMERA" EXAMPLE: "PHOTOGRAPHS", ORIGINAL AND COPIES; "FAMILY HISTORIES", ORIGINAL AND COPIES; 'MISCELLANEOUS COLLECTIONS OF FAMOUS JEWISH FIGURES THAT CHANGED AND/OR IMPROVED THE LIFE OF JEWISH AND NON-JEWISH PEOPLE OF FLORIDA AND THE WORLD", ORIGINAL AND COPIES. THE MAJORITY OF THESE ITEMS DO NOT HAVE INDIVIDUAL VALUES ASSIGNED. 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. FRAN GAYNOR (BOARD MEMBER) AND HERB GAYNOR (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 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 5: NET UNREALIZED GAINS ON INVESTMENTS: 148737. ROUNDING -2. TOTAL TO FORM 990, PART XI, LINE 5: 148735. FORM 990, PART XII, LINE 2C NO CHANGES HAVE TAKEN PLACE SINCE THE PRIOR YEAR.