INSTITUTE OF SOUTHERN JEWISH LIFE INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: INSTITUTE OF SOUTHERN JEWISH LIFE INC (EIN 64-0762027)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-11
IRS object ID: 201242249349300609
Schema version: 2011v1.2
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	2012-08-11T13:37:44-05:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-08-04	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	2012-08-11	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Amended Return	X	AmendedReturn
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	2223396	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	BASED IN JACKSON, MISSISSIPPI, THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE (ISJL), A PRIVATE, NOT-FOR-PROFIT CORPORATION, PROMOTES JEWISH LIFE IN THE SOUTH THROUGH PARTNERSHIPS WITH SOUTHERN JEWISH COMMUNITIES. THE MISSION OF THE ISJL IS TO PRESERVE AND DOCUMENT THEPRACTICE, CULTURE AND LEGACY OF JUDAISM IN THE SOUTH. FOUNDED IN 2000, THE ISJL SUPPORTS RELIGIOUS SCHOOL EDUCATION, RABBINIC SERVICES, JEWISH CULTURE, HISTORY AND THE ARTS THROUGHOUT ITS 13-STATE REGION.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	29	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	29	NbrIndependentVotingMembers
Total Nbr Employees	35	TotalNbrEmployees
Total Nbr Volunteers	35	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1819618	ContributionsGrantsPriorYear
Contributions Grants Current Year	1229894	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	104734	ProgramServiceRevenuePriorYear
Program Service Revenue CY	106594	ProgramServiceRevenueCY
Investment Income Prior Year	110555	InvestmentIncomePriorYear
Investment Income Current Year	54240	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	2034907	TotalRevenuePriorYear
Total Revenue Current Year	1390728	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1644211	SalariesEtcPriorYear
Salaries Etc Current Year	1542720	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	259819	TotalFundrsngExpCurrentYear
Other Expense Prior Year	495565	OtherExpensePriorYear
Other Expenses Current Year	670407	OtherExpensesCurrentYear
Total Expenses Prior Year	2139776	TotalExpensesPriorYear
Total Expenses Current Year	2213127	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-104869	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-822399	RevenuesLessExpensesCY
Total Assets BOY	5778892	TotalAssetsBOY
Total Assets EOY	5079938	TotalAssetsEOY
Total Liabilities BOY	729444	TotalLiabilitiesBOY
Total Liabilities EOY	919889	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	5049448	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	4160049	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	BASED IN JACKSON, MISSISSIPPI, THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE (ISJL), A PRIVATE, NOT-FOR-PROFIT CORPORATION, PROMOTES JEWISH LIFE IN THE SOUTH THROUGH PARTNERSHIPS WITH SOUTHERN JEWISH COMMUNITIES. THE MISSION OF THE ISJL IS TO PRESERVE AND DOCUMENT THEPRACTICE, CULTURE AND LEGACY OF JUDAISM IN THE SOUTH. FOUNDED IN 2000, THE ISJL SUPPORTS RELIGIOUS SCHOOL EDUCATION, RABBINIC SERVICES, JEWISH CULTURE, HISTORY AND THE ARTS THROUGHOUT ITS 13-STATE REGION.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1060560	Expense
Revenue	92509	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	224460	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	204712	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	263287	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	263287	TotalOfOtherProgramServiceExp
Total Program Service Expense	1753019	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
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	14	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	35	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	29	NbrVotingGoverningBodyMembers
Number Independent Voting Members	29	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 (32 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
DEBBIE SCHNEIDER
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
VICE CHAIR	2.00	X	0	0	0	X
ILENE ENGEL
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
JOAN SADOFF
DIRECTOR	1.00	X	0	0	0
JOE STEIN JR
DIRECTOR	1.00	X	0	0	0
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
MORRIS MINTZ
VICE CHAIR	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 STEIN
DIRECTOR	1.00	X	0	0	0
MARY WIENER
DIRECTOR	1.00	X	0	0	0
FRED S ZELDMAN
DIRECTOR	1.00	X	0	0	0
MACY HART
PRESIDENT	40.00		228750	0	144336	X
BETSY SAMUELS
CFO	40.00		51544	0	13202	X
MICHELE SCHIPPER
CHIEF OPER	40.00		107031	0	17963		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	387325	TotalReportableCompFromOrg
Total Other Compensation	175501	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	1229894	AllOtherContributions
Noncash Contributions	32178	NoncashContributions
Total Contributions	1229894	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EDUCATION COMMUNITY FEES	92509	92509
EXHIBITION TICKET& SHOP SALES	14085	14085

Field	Value	IRS element (for citing)
Total Program Service Revenue	106594	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	46875	TotalRevenueColumn
Exclusion	$46,875	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	840033	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	832668	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	7365	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	7365	TotalRevenueColumn
Related Or Exempt Function Income	7365	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1390728	TotalRevenueColumn
Related Or Exempt Function Income	113959	RelatedOrExemptFunctionIncome
Exclusion	$46,875	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	437832	Total
Program Services	265167	ProgramServices
Management And General	69682	ManagementAndGeneral
Fundraising	102983	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	903512	Total
Program Services	792925	ProgramServices
Management And General	22782	ManagementAndGeneral
Fundraising	87805	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	27414	Total
Program Services	25084	ProgramServices
Management And General	357	ManagementAndGeneral
Fundraising	1973	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	85652	Total
Program Services	79308	ProgramServices
Management And General	738	ManagementAndGeneral
Fundraising	5606	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	88310	Total
Program Services	72542	ProgramServices
Management And General	5072	ManagementAndGeneral
Fundraising	10696	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	25	Total
Management And General	25	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	10041	Total
Management And General	10041	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	21804	Total
Management And General	21804	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	82653	Total
Program Services	77274	ProgramServices
Management And General	2241	ManagementAndGeneral
Fundraising	3138	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	153552	Total
Program Services	114275	ProgramServices
Management And General	24070	ManagementAndGeneral
Fundraising	15207	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	206	Total
Management And General	206	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	20280	Total
Management And General	20280	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
UNCOLLECTIBLE PLEDGES	100000	100000
CONTRACTUAL SERVICES	82233	60976	13436	7821
PRINTING & PUBLICATIONS	60950	51684	912	8354
INSURANCE	44333	40164	1682	2487

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	94330	Total
Program Services	73620	ProgramServices
Management And General	6961	ManagementAndGeneral
Fundraising	13749	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2213127	Total
Program Services	1753019	ProgramServices
Management And General	200289	ManagementAndGeneral
Fundraising	259819	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	142582	BOY
EOY	101040	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	65572	BOY
EOY	525350	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	1357854	BOY
EOY	773462	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	19003	BOY
EOY	7429	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	4561	BOY
EOY	3687	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	3359	BOY
EOY	3352	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	303872	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	250440	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	51172	BOY
EOY	53432	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3521449	BOY
EOY	2861372	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	613340	BOY
EOY	750814	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	5778892	BOY
EOY	5079938	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	81518	BOY
EOY	97632	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	34586	BOY
EOY	57166	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
EOY	14277	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	613340	BOY
EOY	750814	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	729444	BOY
EOY	919889	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3299298	BOY
EOY	2957445	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1700787	BOY
EOY	1153241	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	5049448	BOY
EOY	4160049	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5778892	BOY
EOY	5079938	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-822399	ReconcilationRevenueExpenses
Reconcilation Other Changes	-67000	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
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	1443878	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1693378	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1131404	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1584769	CurrentTaxYearMinus1Year
Current Tax Year	1229894	CurrentTaxYear
Total	7083323	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	12805	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	38216	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	84213	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	104734	CurrentTaxYearMinus1Year
Current Tax Year	106594	CurrentTaxYear
Total	346562	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1456683	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1731594	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1215617	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1689503	CurrentTaxYearMinus1Year
Current Tax Year	1336488	CurrentTaxYear
Total	7429885	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	740591	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1123000	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	620000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1172853	CurrentTaxYearMinus1Year
Current Tax Year	433418	CurrentTaxYear
Total	4089862	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	740591	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1123000	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	620000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1172853	CurrentTaxYearMinus1Year
Current Tax Year	433418	CurrentTaxYear
Total	4089862	Total

Field	Value	IRS element (for citing)
Public Support Total509	3340023	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	136912	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	142113	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	100729	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	115652	CurrentTaxYearMinus1Year
Current Tax Year	95152	CurrentTaxYear
Total	590558	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	136912	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	142113	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	100729	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	115652	CurrentTaxYearMinus1Year
Current Tax Year	95152	CurrentTaxYear
Total	590558	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	20413	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	-41978	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	90427	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	43214	CurrentTaxYearMinus1Year
Current Tax Year	-48277	CurrentTaxYear
Total	63799	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1614008	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1831729	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1406773	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1848369	CurrentTaxYearMinus1Year
Current Tax Year	1383363	CurrentTaxYear
Total	8084242	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.41320	PublicSupportPercentage509
Prior Year Support Percentage	0.40900	PriorYearSupportPercentage
Investment Income Percentage	0.07000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.13000	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)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Preservation	X	CollectUsedForPreservation
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	303872	OtherCostOrOtherBasis
Depreciation	250440	Depreciation
Book Value	53432	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	53432	TotalOfBookValueLandBuildings

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	CASH VALUE OF LIFE INSURANCE	Description
Book Value	750814	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	750814	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DEFERRED COMPENSATION LIABILITY	Description
Amount	$750,814	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	750814	TotalOfAmounts
Total Revenue	1390728	TotalRevenue
Total Expenses	2213127	TotalExpenses
Excess Or Deficit For Year	-822399	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-67000	NetUnrealizedGLOnInvestments
Total Adjustments	-67000	TotalAdjustments
Excess Or Deficit Per FS	-889399	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	1301924	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-67000	NetUnrealizedGainsInvestments
Other Revenues	-21804	OtherRevenues
Revenue Not Rptd F990	-88804	RevenueNotRptdF990
Revenue Subtotal	1390728	RevenueSubtotal
Total Revenue Per Form990	1390728	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2191323	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	2191323	ExpensesSubtotal
Other Expenses Not Included	21804	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	21804	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	2213127	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	INVESTMENT ADVISORY FEES NETTED AGAINST INV INC PER GAAP -21,804 INVESTMENT ADVISORY FEES NETTED AGAINST INV INC PER GAAP 21,804
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	INVESTMENT ADVISORY FEES NETTED AGAINST INV INC PER GAAP -21,804
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 4B	INVESTMENT ADVISORY FEES NETTED AGAINST INV INC PER GAAP 21,804

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
Base Compensation Filing Org	228750	BaseCompensationFilingOrg
Deferred Comp Filing Org	139250	DeferredCompFilingOrg
Nontaxable Benefits Filing Org	5086	NontaxableBenefitsFilingOrg
Total Compensation Filing Org	373086	TotalCompensationFilingOrg

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	9	NumberOfContributions
Noncash Contribs Rptd F990	32178	NoncashContribsRptdF990
Method Of Determining Revenues	FMV AT SALE LESS FEES	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 (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
AMENDED RETURN EXPLANATION	FORM 990, PAGE 1, ITEM B	RETURN IS BEING AMENDED IN ORDER TO CORRECT OFFICER COMPENSATION.
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	BASED IN JACKSON, MISSISSIPPI, THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE (ISJL), A PRIVATE, NOT-FOR-PROFIT CORPORATION, PROMOTES JEWISH LIFE IN THE SOUTH THROUGH PARTNERSHIPS WITH SOUTHERN JEWISH COMMUNITIES. THE MISSION OF THE ISJL IS TO PRESERVE AND DOCUMENT THEPRACTICE, CULTURE AND LEGACY OF JUDAISM IN THE SOUTH. FOUNDED IN 2000, THE ISJL SUPPORTS RELIGIOUS SCHOOL EDUCATION, RABBINIC SERVICES, JEWISH CULTURE, HISTORY AND THE ARTS THROUGHOUT ITS 13-STATE REGION.
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.