INSTITUTE OF SOUTHERN JEWISH LIFE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: INSTITUTE OF SOUTHERN JEWISH LIFE INC (EIN 64-0762027)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-06
IRS object ID: 201321269349301262
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-06T13:10:49-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILSON & BIGGS PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 930	AddressLine1
City	RIDGELAND	City
State	MS	State
ZIP Code	39158	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	640762027	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	INSTITUTE OF SOUTHERN JEWISH LIFE	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	INST	NameControl
Phone	6013626357	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 16528	AddressLine1
City	JACKSON	City
State	MS	State
ZIP Code	39236	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MACY HART	Name
Title	PRESIDENT	Title
Phone	6013626357	Phone
Date Signed	2013-04-29	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	GEORGE M BIGGS JR	Name
Phone	6019572001	Phone
Date Prepared	2013-04-29	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	MACY HART	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	POBOX 16528	AddressLine1
City	JACKSON	City
State	MS	State
ZIP Code	39236	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	4345026	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.ISJL.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2000	YearFormation
State Legal Domicile	MS	StateLegalDomicile
Activity Or Mission Description	THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE PROMOTES JUDAISM AND OUR HERITAGE THROUGH INNOVATIVE PROGRAMS AND SHARED RESOURCES. THE INSTITUTE DELIVERS RABBINIC SERVICES,AN EDUCATION PROGRAM, AND CULTUTAL EVENTS TO COMMUNITIES SEEKING NEW SOLUTIONS, OR WHERE JEWISH RESOURCES ARE LIMITED. THE INSTITUTE ALSO PROVIDES HISTORIC PRESERVATION AND COMMUNITY ENGAGEMENT THROUGHOUT THE SOUTH.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	33	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	33	NbrIndependentVotingMembers
Total Nbr Employees	37	TotalNbrEmployees
Total Nbr Volunteers	35	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1229894	ContributionsGrantsPriorYear
Contributions Grants Current Year	1277013	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	106594	ProgramServiceRevenuePriorYear
Program Service Revenue CY	148356	ProgramServiceRevenueCY
Investment Income Prior Year	54240	InvestmentIncomePriorYear
Investment Income Current Year	542014	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	1390728	TotalRevenuePriorYear
Total Revenue Current Year	1967383	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1542720	SalariesEtcPriorYear
Salaries Etc Current Year	1737682	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	322640	TotalFundrsngExpCurrentYear
Other Expense Prior Year	670407	OtherExpensePriorYear
Other Expenses Current Year	564735	OtherExpensesCurrentYear
Total Expenses Prior Year	2213127	TotalExpensesPriorYear
Total Expenses Current Year	2302417	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-822399	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-335034	RevenuesLessExpensesCY
Total Assets BOY	5079938	TotalAssetsBOY
Total Assets EOY	4809877	TotalAssetsEOY
Total Liabilities BOY	919889	TotalLiabilitiesBOY
Total Liabilities EOY	1120682	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	4160049	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	3689195	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE PROMOTES JUDAISM AND OUR HERITAGE THROUGH INNOVATIVE PROGRAMS AND SHARED RESOURCES. THE INSTITUTE DELIVERS RABBINIC SERVICES,AN EDUCATION PROGRAM, AND CULTUTAL EVENTS TO COMMUNITIES SEEKING NEW SOLUTIONS, OR WHERE JEWISH RESOURCES ARE LIMITED. THE INSTITUTE ALSO PROVIDES HISTORIC PRESERVATION AND COMMUNITY ENGAGEMENT THROUGHOUT THE SOUTH.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	956560	Expense
Revenue	140431	Revenue
Description	RABBINIC & EDUCATIONAL SERVICES - THE RABBINIC SERVICES DEPARTMENT LEADS SERVICES, TEACHES CLASSES AND PROVIDES A RABBINIC PRESENCE IN SOUTHERN CONGREGATIONS THAT CANNOT AFFORD A FULL-TIME RABBI OF THEIR OWN. THE EDUCATION DEPARTMENT SUPPORTS CONGREGATIONAL RELIGIOUS SCHOOLS LARGE AND SMALL. ALL PARTNERING SCHOOLS UTILIZE THE ISJL'S COMPREHENSIVE, TRANS-DENOMINATIONAL RELIGIOUS SCHOOL CURRICULUM DESIGNED TO PROMOTE A COMMON BODY OF JEWISH KNOWLEDGE DELIVERED BY ITINERANT EDUCATORS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	237175	Expense
Description	CULTURAL & ARTS PROGRAMMING - THE CULTURAL & ARTS PROGRAMMING DEPARTMENT IS RESPONSIBLE FOR ISJL'S MARKETING AND DELIVERS A VARIETY OF PERFORMANCES (MUSIC, ETC.), FILM, LECTURES AND SPECIAL EVENTS TO COMMUNITIES LARGE AND SMALL.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	210034	Expense
Description	HISTORY/ORAL HISTORY - THE HISTORY DEPARTMENT DELIVERS LECTURES, MAINTAINS ARCHIVES AND IS CURRENTLY BUILDING A WEB-BASED ARCHIVE WITH A HISTORY OF EVERY SOUTHERN JEWISH COMMUNITY. TO ENSURE THAT THE RICH HISTORY OF THE SOUTHERN JEWISH EXPERIENCE IS CAPTURED, ORAL HISTORIES AS WELL AS RESEARCH ARE PLACED IN A DIGITAL ARCHIVE ONLINE AND ARTIFACTS ARE PRESERVED THROUGH THE MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	370556	Expense
Description	DEPARTMENT OF COMMUNITY ENGAGEMENT-ENHANCEMENT OF ADULT EDUCATION, OUTREACH OPPORTUNITIES, ENTERTAINMENT, FUNDRAISING & FAMILY PROGRAMING IN THE REGION SERVED BY ISJL. CURATORIAL-THROUGH THE MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE, ISJL SEEKS TO PRESERVE, INTERPRET,AND DOCUMENT THE LONG AND RICH TRADITION OF JEWISH LIFE IN THE SOUTH.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	370556	TotalOfOtherProgramServiceExp
Total Program Service Expense	1774325	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	22	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	37	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	33	NbrVotingGoverningBodyMembers
Number Independent Voting Members	33	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MS	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	BETSY SAMUELS	NamePerson
Telephone Number	6013626357	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 16528	AddressLine1
City	JACKSON	City
State	MS	State
ZIP Code	39236	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (36 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
RACHEL REAGLER SCHULMAN
DIRECTOR	1.00	X	0	0	0
CLAY CRYSTAL
DIRECTOR	1.00	X	0	0	0
DR JULIUS L LEVY JR
VICE CHAIR	2.00	X	0	0	0	X
ED GRAUMAN
DIRECTOR	1.00	X	0	0	0
FAYE LEVIN
DIRECTOR	1.00	X	0	0	0
IMOGENE BERMAN
DIRECTOR	1.00	X	0	0	0
ART SALOMAN
DIRECTOR	1.00	X	0	0	0
JAY TANENBAUM
PAST CHAIRMA	2.00	X	0	0	0	X
JOE STEIN JR
DIRECTOR	1.00	X	0	0	0
FRANK KENNETH ZADECK
DIRECTOR	1.00	X	0	0	0
LYNN CRYSTAL
DIRECTOR	1.00	X	0	0	0
MARGARET MEYER
DIRECTOR	1.00	X	0	0	0
JANET BRUECK
DIRECTOR	1.00	X	0	0	0
WYNNIE HOODIS
DIRECTOR	1.00	X	0	0	0
MINETTE H BROWN
SECRETARY	2.00	X	0	0	0	X
RAYMAN L SOLOMON
CHAIRMAN	2.00	X	0	0	0	X
RICK STREIFFER
DIRECTOR	1.00	X	0	0	0
ROBERT ROUBEY
TREASURER	2.00	X	0	0	0	X
PEPE FINN
DIRECTOR	1.00	X	0	0	0
BETSY ROSEN
DIRECTOR	1.00	X	0	0	0
SUZY BOSHWIT
DIRECTOR	1.00	X	0	0	0
GAIL GOLDBERG
DIRECTOR	1.00	X	0	0	0
KATHRYN WIENER
DIRECTOR	1.00	X	0	0	0
JAY MEREDITH STEIN
DIRECTOR	1.00	X	0	0	0
MARY WIENER
DIRECTOR	1.00	X	0	0	0
FRED S ZEIDMAN
DIRECTOR	1.00	X	0	0	0
LAURA CORMAN
DIRECTOR	1.00	X	0	0	0
JEN DEUTSCH
DIRECTOR	1.00	X	0	0	0
LYNETTE KOPPEL
DIRECTOR	1.00	X	0	0	0
JENN ROSENBLATT
DIRECTOR	1.00	X	0	0	0
JOAN SADOFF
DIRECTOR	1.00	X	0	0	0
JAY LEHMANN
DIRECTOR	1.00	X	0	0	0
LEONARD ROGOFF
DIRECTOR	1.00	X	0	0	0
MACY HART
PRESIDENT	40.00		231866	0	155752	X
BETSY SAMUELS
CFO	40.00		54263	0	11754	X
MICHELE SCHIPPER
CHIEF OPER	40.00		111217	0	17323		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	397346	TotalReportableCompFromOrg
Total Other Compensation	184829	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	1277013	AllOtherContributions
Noncash Contributions	36393	NoncashContributions
Total Contributions	1277013	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EDUCATION COMMUNITY FEES	140431	140431
EXHIBITION TICKET& SHOP SALES	7925	7925

Field	Value	IRS element (for citing)
Total Program Service Revenue	148356	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	154528	TotalRevenueColumn
Exclusion	$154,528	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	2765129	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	2377643	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	387486	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	387486	TotalRevenueColumn
Related Or Exempt Function Income	387486	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1967383	TotalRevenueColumn
Related Or Exempt Function Income	535842	RelatedOrExemptFunctionIncome
Exclusion	$154,528	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	453635	Total
Program Services	313819	ProgramServices
Management And General	52390	ManagementAndGeneral
Fundraising	87426	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1071895	Total
Program Services	888974	ProgramServices
Management And General	42037	ManagementAndGeneral
Fundraising	140884	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	31573	Total
Program Services	28206	ProgramServices
Management And General	272	ManagementAndGeneral
Fundraising	3095	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	88177	Total
Program Services	78065	ProgramServices
Management And General	1526	ManagementAndGeneral
Fundraising	8586	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	92402	Total
Program Services	74473	ProgramServices
Management And General	5515	ManagementAndGeneral
Fundraising	12414	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	10450	Total
Management And General	10450	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	12704	Total
Management And General	12704	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	70584	Total
Program Services	39831	ProgramServices
Management And General	21630	ManagementAndGeneral
Fundraising	9123	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	35031	Total
Program Services	25578	ProgramServices
Management And General	5273	ManagementAndGeneral
Fundraising	4180	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	27000	Total
Program Services	25169	ProgramServices
Management And General	819	ManagementAndGeneral
Fundraising	1012	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	88430	Total
Program Services	83662	ProgramServices
Management And General	2384	ManagementAndGeneral
Fundraising	2384	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	160494	Total
Program Services	114613	ProgramServices
Management And General	18706	ManagementAndGeneral
Fundraising	27175	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	575	Total
Management And General	575	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	18125	Total
Management And General	18125	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	19145	Total
Program Services	15955	ProgramServices
Management And General	1816	ManagementAndGeneral
Fundraising	1374	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
PRINTING & PUBLICATIONS	53879	38997	2739	12143
POSTAGE	32811	22797	1469	8545
COMMUNICATIONS	21070	18602	749	1719
OTHER	14437	5584	6273	2580

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2302417	Total
Program Services	1774325	ProgramServices
Management And General	205452	ManagementAndGeneral
Fundraising	322640	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	101040	BOY
EOY	219766	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	525350	BOY
EOY	229529	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	773462	BOY
EOY	652628	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	7429	BOY
EOY	30096	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	3687	BOY
EOY	7523	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	3352	BOY
EOY	4569	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	307786	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	268565	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	53432	BOY
EOY	39221	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	2861372	BOY
EOY	2636153	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	750814	BOY
EOY	990392	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	5079938	BOY
EOY	4809877	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	97632	BOY
EOY	52126	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	57166	BOY
EOY	67448	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	14277	BOY
EOY	10716	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	750814	BOY
EOY	990392	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	919889	BOY
EOY	1120682	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2957445	BOY
EOY	2605482	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1153241	BOY
EOY	1034350	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	49363	BOY
EOY	49363	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4160049	BOY
EOY	3689195	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5079938	BOY
EOY	4809877	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-335034	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	-135820	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1693378	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1131404	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1584769	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1229894	CurrentTaxYearMinus1Year
Current Tax Year	1277013	CurrentTaxYear
Total	6916458	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	38216	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	84213	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	104734	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	106594	CurrentTaxYearMinus1Year
Current Tax Year	148356	CurrentTaxYear
Total	482113	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1731594	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1215617	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1689503	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1336488	CurrentTaxYearMinus1Year
Current Tax Year	1425369	CurrentTaxYear
Total	7398571	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1123000	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	620000	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1172853	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	433418	CurrentTaxYearMinus1Year
Current Tax Year	514628	CurrentTaxYear
Total	3863899	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1123000	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	620000	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1172853	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	433418	CurrentTaxYearMinus1Year
Current Tax Year	514628	CurrentTaxYear
Total	3863899	Total

Field	Value	IRS element (for citing)
Public Support Total509	3534672	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	142113	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	100729	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	115652	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	95152	CurrentTaxYearMinus1Year
Current Tax Year	65999	CurrentTaxYear
Total	519645	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	142113	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	100729	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	115652	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	95152	CurrentTaxYearMinus1Year
Current Tax Year	65999	CurrentTaxYear
Total	519645	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	-41978	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	90427	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	43214	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	-48277	CurrentTaxYearMinus1Year
Current Tax Year	88529	CurrentTaxYear
Total	131915	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1831729	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1406773	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1848369	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1383363	CurrentTaxYearMinus1Year
Current Tax Year	1579897	CurrentTaxYear
Total	8050131	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.43910	PublicSupportPercentage509
Prior Year Support Percentage	0.41320	PriorYearSupportPercentage
Investment Income Percentage	0.06000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.07000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

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

Field	Value	IRS element (for citing)
Solicited Assets For Sale	false	SolicitedAssetsForSale

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	307786	OtherCostOrOtherBasis
Depreciation	268565	Depreciation
Book Value	39221	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	39221	TotalOfBookValueLandBuildings

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	CASH VALUE OF LIFE INSURANCE	Description
Book Value	990392	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	990392	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DEFERRED COMPENSATION LIABILITY	Description
Amount	$990,392	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	990392	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	1818859	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-135820	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	-135820	RevenueNotRptdF990
Revenue Subtotal	1954679	RevenueSubtotal
Investment Expenses Not Included	12704	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	12704	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	1967383	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2289713	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	2289713	ExpensesSubtotal
Investment Expenses Not Included2	12704	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	12704	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	2302417	TotalExpensesPerForm990

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	MACY HART	NamePerson
Title	PRESIDENT	Title
Base Compensation Filing Org	231866	BaseCompensationFilingOrg
Deferred Comp Filing Org	150750	DeferredCompFilingOrg
Nontaxable Benefits Filing Org	5002	NontaxableBenefitsFilingOrg
Total Compensation Filing Org	387618	TotalCompensationFilingOrg

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	36393	NumberOfContributions
Noncash Contribs Rptd F990	36393	NoncashContribsRptdF990
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE PROMOTES JUDAISM AND OUR HERITAGE THROUGH INNOVATIVE PROGRAMS AND SHARED RESOURCES. THE INSTITUTE DELIVERS RABBINIC SERVICES,AN EDUCATION PROGRAM, AND CULTUTAL EVENTS TO COMMUNITIES SEEKING NEW SOLUTIONS, OR WHERE JEWISH RESOURCES ARE LIMITED. THE INSTITUTE ALSO PROVIDES HISTORIC PRESERVATION AND COMMUNITY ENGAGEMENT THROUGHOUT THE SOUTH.
ALL OTHER ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	DEPARTMENT OF COMMUNITY ENGAGEMENT-ENHANCEMENT OF ADULT EDUCATION, OUTREACH OPPORTUNITIES, ENTERTAINMENT, FUNDRAISING & FAMILY PROGRAMING IN THE REGION SERVED BY ISJL. CURATORIAL-THROUGH THE MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE, ISJL SEEKS TO PRESERVE, INTERPRET,AND DOCUMENT THE LONG AND RICH TRADITION OF JEWISH LIFE IN THE SOUTH.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE BOARD WILL REVIEW THE 990 AT THE APRIL MEETING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE BOARD WILL DISCLOSE CONFLICTS BY USE OF A QUESTIONNAIRE ANNUALLY.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	APPROVED BY BOARD OF DIRECTORS AFTER REVIEW OF OTHER ORGANIZATIONS PAY SCALE.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS,CONFLICTS OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.