INSTITUTE OF SOUTHERN JEWISH LIFE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF SOUTHERN JEWISH LIFE INC (EIN 64-0762027)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-05
- IRS object ID
- 201141259349301759
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-05T17:45:51-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-04-01 | 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 | 2011-05-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 2034907 | 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 | 36 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1131404 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1819618 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 84213 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 104734 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 663423 | InvestmentIncomePriorYear |
| Investment Income Current Year | 110555 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1879040 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2034907 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1610012 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1644211 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 283601 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 547687 | OtherExpensePriorYear |
| Other Expenses Current Year | 495565 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2157699 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2139776 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -278659 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -104869 | RevenuesLessExpensesCY |
| Total Assets BOY | 5385592 | TotalAssetsBOY |
| Total Assets EOY | 5778892 | TotalAssetsEOY |
| Total Liabilities BOY | 553497 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 729444 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4832095 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5049448 | 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 | 992065 | Expense |
| Revenue | 97454 | 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 | 266276 | 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 | 195773 | 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 | 199641 | Expense |
| Revenue | 7280 | Revenue |
| Description | DEPARTMENT OF COMMUNITY ENGAGEMENT- | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 199641 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 7280 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1653755 | 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 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 36 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|
| ALAN FRANCO | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DEBBIE SCHNEIDER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DR JULIUS L LEVY JR | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| ED GRAUMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| FAYE LEVIN | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| ILENE ENGEL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| IMOGENE BERMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JM FRIED JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JAY TANENBAUM | |||||||
| PAST CHAIRMA | 2.00 | X | 0 | 0 | 0 | X | |
| JOAN SADOFF | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOE STEIN JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KENNETH ZADECK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LYNN CRYSTAL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MARGARET MEYER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JANET BRUECK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MINETTE COOPER | |||||||
| DIRECTOR | 2.00 | 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 | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT ROUBEY | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| RUSTY PALMER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BETSY ROSEN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SUZY BOSHWIT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GAIL GOLDBERG | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KATHRYN WIENER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KENNY ZADECK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JAY LEHMANN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LEONARD ROGOFF | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MACY HART | |||||||
| PRESIDENT | 40.00 | 228750 | 0 | 142935 | X | ||
| BETSY SAMUELS | |||||||
| CFO | 40.00 | 52083 | 0 | 5308 | X | ||
| MICHELE SCHIPPER | |||||||
| CHIEF OPER | 40.00 | 108001 | 0 | 7067 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 388834 | TotalReportableCompFromOrg |
| Total Other Compensation | 155310 | 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 | 1819618 | AllOtherContributions |
| Noncash Contributions | 27188 | NoncashContributions |
| Total Contributions | 1819618 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| EDUCATION COMMUNITY FEES | 97454 | 97454 |
| EXHIBITION TICKET& SHOP SALES | 7280 | 7280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 104734 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110555 | TotalRevenueColumn |
| Exclusion | $110,555 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2034907 | TotalRevenueColumn |
| Related Or Exempt Function Income | 104734 | RelatedOrExemptFunctionIncome |
| Exclusion | $110,555 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429076 | Total |
| Program Services | 258812 | ProgramServices |
| Management And General | 65864 | ManagementAndGeneral |
| Fundraising | 104400 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950519 | Total |
| Program Services | 807352 | ProgramServices |
| Management And General | 41288 | ManagementAndGeneral |
| Fundraising | 101879 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78165 | Total |
| Program Services | 58605 | ProgramServices |
| Management And General | 12206 | ManagementAndGeneral |
| Fundraising | 7354 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100519 | Total |
| Program Services | 94322 | ProgramServices |
| Management And General | 1897 | ManagementAndGeneral |
| Fundraising | 4300 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85932 | Total |
| Program Services | 69302 | ProgramServices |
| Management And General | 5968 | ManagementAndGeneral |
| Fundraising | 10662 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9651 | Total |
| Management And General | 9651 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83382 | Total |
| Program Services | 77619 | ProgramServices |
| Management And General | 1962 | ManagementAndGeneral |
| Fundraising | 3801 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131054 | Total |
| Program Services | 94574 | ProgramServices |
| Management And General | 17837 | ManagementAndGeneral |
| Fundraising | 18643 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25366 | Total |
| Management And General | 25366 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | 62302 | 48992 | 2260 | 11050 |
| CONTRACTUAL SERVICES | 50493 | 41299 | 2823 | 6371 |
| SUPPLIES | 46889 | 33046 | 9209 | 4634 |
| INSURANCE | 37975 | 32499 | 3587 | 1889 |
| POSTAGE | 28111 | 19431 | 1060 | 7620 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20342 | Total |
| Program Services | 17902 | ProgramServices |
| Management And General | 1442 | ManagementAndGeneral |
| Fundraising | 998 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2139776 | Total |
| Program Services | 1653755 | ProgramServices |
| Management And General | 202420 | ManagementAndGeneral |
| Fundraising | 283601 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62736 | BOY |
| EOY | 142582 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140664 | BOY |
| EOY | 65572 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1182958 | BOY |
| EOY | 1357854 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33836 | BOY |
| EOY | 19003 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7112 | BOY |
| EOY | 4561 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5680 | BOY |
| EOY | 3359 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 281331 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 230159 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66714 | BOY |
| EOY | 51172 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3408519 | BOY |
| EOY | 3521449 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477373 | BOY |
| EOY | 613340 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5385592 | BOY |
| EOY | 5778892 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40518 | BOY |
| EOY | 81518 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35606 | BOY |
| EOY | 34586 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477373 | BOY |
| EOY | 613340 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 553497 | BOY |
| EOY | 729444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2422936 | BOY |
| EOY | 3299298 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1359796 | BOY |
| EOY | 1700787 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1049363 | BOY |
| EOY | 49363 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4832095 | BOY |
| EOY | 5049448 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5385592 | BOY |
| EOY | 5778892 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -104869 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 322222 | 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 | 865414 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1443878 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1693378 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1131404 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1584769 | CurrentTaxYear |
| Total | 6718843 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12805 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 84213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 104734 | CurrentTaxYear |
| Total | 251424 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 876870 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1456683 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1731594 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1215617 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1689503 | CurrentTaxYear |
| Total | 6970267 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 260000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 740591 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1123000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 620000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 938004 | CurrentTaxYear |
| Total | 3681595 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 260000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 740591 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1123000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 620000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 938004 | CurrentTaxYear |
| Total | 3681595 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 3288672 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 131911 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 679060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48423 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109894 | CurrentTaxYear |
| Total | 1070358 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 131911 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 679060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48423 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109894 | CurrentTaxYear |
| Total | 1070358 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1008781 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2135743 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1780017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1316687 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1799397 | CurrentTaxYear |
| Total | 8040625 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.40900 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.38530 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.13000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.09000 | 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 | 281331 | OtherCostOrOtherBasis |
| Depreciation | 230159 | Depreciation |
| Book Value | 51172 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 51172 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH VALUE OF LIFE INSURANCE | Description |
| Book Value | 613340 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 613340 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION LIABILITY | Description |
| Amount | $613,340 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 613340 | TotalOfAmounts |
| Total Revenue | 2034907 | TotalRevenue |
| Total Expenses | 2139776 | TotalExpenses |
| Excess Or Deficit For Year | -104869 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 322222 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 322222 | TotalAdjustments |
| Excess Or Deficit Per FS | 217353 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2357129 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 322222 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 322222 | RevenueNotRptdF990 |
| Revenue Subtotal | 2034907 | RevenueSubtotal |
| Total Revenue Per Form990 | 2034907 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2139776 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2139776 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2139776 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COLLECTIONS AND RELATION TO EXEMPT PURPOSE | Identifier |
| Return Reference | SCHEDULE D, PAGE 2, PART III, LINE 4 | ReturnReference |
| Explanation | THE INSTITUTE COLLECTS AND PRESERVES ARTWORK, RELICS, AND RELIGIOUS MATERIALS THAT DEAL WITH THE SOUTHERN JEWISH EXPERIENCE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 |
| Nontaxable Benefits Filing Org | 142935 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 371685 | TotalCompensationFilingOrg |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 27188 | 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 (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 ACHIEVEMENTS DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | DEPARTMENT OF COMMUNITY ENGAGEMENT- |
| 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. |
Comments