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Nonprofiteer
← HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL

Form 990 for tax year 2024

Filed by HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL.

Totals

Total revenue
$1,454,893
Total expenses
$1,313,051
Contributions and grants received
$1,427,090
Grants paid
$0
Program service revenue
$44,426
Investment income
$19,731
Other revenue
-$36,354
Total assets, end of year
$5,714,827
Total liabilities, end of year
$1,067,851
Net assets or fund balances, end of year
$4,646,976
Program services expenses (Part IX)
$1,186,939
Management and general expenses
$63,511
Fundraising expenses
$62,601
Program service expenses (Part III)
$1,186,939

Program services were 90.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $13,227

  • 1c · Fundraising events

    $321,145

  • 1e · Government grants (contributions)

    $12,350

  • 1f · All other contributions, gifts and grants

    $1,080,368

  • 1g · Noncash contributions included above

    $7,100

  • 2a · Program service revenue: MUSEUM ADMISSIONS

    total $44,426 · related or exempt $44,426

  • 3 · Investment income

    total $19,731 · excluded $19,731

  • 8a · Fundraising events: gross income

    $59,350

  • 8a · Fundraising events: contributions included on line 1c

    $321,145

  • 8b · Fundraising events: direct expenses

    $95,704

  • 8c · Net income from fundraising events

    total -$36,354 · excluded -$35,796

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $116,154 · program services $104,538 · management and general $5,808 · fundraising $5,808

  • 7 · Other salaries and wages

    total $363,597 · program services $327,237 · management and general $18,180 · fundraising $18,180

  • 8 · Pension plan contributions

    total $3,451 · program services $3,105 · management and general $173 · fundraising $173

  • 9 · Other employee benefits

    total $14,127 · program services $12,715 · management and general $706 · fundraising $706

  • 10 · Payroll taxes

    total $36,262 · program services $32,636 · management and general $1,813 · fundraising $1,813

  • 11f · Fees: investment management

    total $910 · management and general $910

  • 11g · Fees: other

    total $118,500 · program services $106,650 · management and general $5,925 · fundraising $5,925

  • 12 · Advertising and promotion

    total $51,540 · program services $46,386 · management and general $2,577 · fundraising $2,577

  • 13 · Office expenses

    total $55,193 · program services $49,675 · management and general $2,759 · fundraising $2,759

  • 14 · Information technology

    total $39,915 · program services $35,923 · management and general $1,996 · fundraising $1,996

  • 16 · Occupancy

    total $193,153 · program services $173,841 · management and general $9,656 · fundraising $9,656

  • 20 · Interest

    total $45,697 · program services $41,127 · management and general $2,285 · fundraising $2,285

  • 22 · Depreciation, depletion and amortization

    total $205,572 · program services $185,014 · management and general $10,279 · fundraising $10,279

  • 23 · Insurance

    total $6,888 · program services $6,200 · management and general $344 · fundraising $344

  • 24a · Other expenses: EDUCATION

    total $60,092 · program services $60,092

  • 24b · Other expenses: OTHER EXPENSES

    total $2,000 · program services $1,800 · management and general $100 · fundraising $100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $130 · end of year $130

  • 2 · Savings and temporary cash investments

    beginning of year $574,756 · end of year $884,552

  • 3 · Pledges and grants receivable

    beginning of year $146,311 · end of year $144,668

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,500 · end of year $29,361

  • 10a · Land, buildings and equipment: cost or other basis

    $5,489,027

  • 10b · Land, buildings and equipment: accumulated depreciation

    $966,680

  • 10c · Land, buildings and equipment, net

    beginning of year $4,727,916 · end of year $4,522,347

  • 15 · Other assets

    beginning of year $115,919 · end of year $133,769

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,068 · end of year $77,720

  • 23 · Secured mortgages and notes payable

    beginning of year $1,053,330 · end of year $990,131

  • 27 · Net assets without donor restrictions

    beginning of year $4,217,582 · end of year $4,309,134

  • 28 · Net assets with donor restrictions

    beginning of year $287,552 · end of year $337,842

Mission and programs · 2024

Mission

TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST HATRED AND TO PROMOTE MUTUAL RESPECT.

  • THE HOLOCAUST MUSEUM & COHEN EDUCATION CENTER WAS FOUNDED IN 2001 AND CONTINUES TO SERVE THE COMMUNITY THROUGH ITS STUDENT AND TEACHER EDUCATION PROGRAMS, PUBLIC PROGRAMS AND EXHIBITS. THE MUSEUM HAS ESTABLISHED ITSELF AS A SOURCE OF UNIQUE, HIGH QUALITY EDUCATION FOR THE SOUTHWEST FLORIDA COMMUNITY AND HAS IMPACTED OVER 500,000 PEOPLE, FROM STUDENTS AND TEACHERS TO THE GENERAL PUBLIC. THE MUSEUM RECEIVES RAVE REVIEWS ON TRIPADVISOR AND GUEST COMMENT CARDS. THESE ACHIEVEMENTS SPEAK VOLUMES ABOUT OUR STAFF AND VOLUNTEERS AND THE SERVICE WE PROVIDE TO THE COMMUNITY. OUR GOAL IS THAT STUDENTS AND VISITORS UNDERSTAND THE DANGERS OF INDIFFERENCE AND WILL BE INSPIRED TO TAKE ACTION AGAINST HATRED AND TO PROMOTE MUTUAL RESPECT. DURING THE YEAR OUR PROGRAMS AND INCLUDED: 1.EXHIBITS - IN ADDITION TO OUR PERMANENT COLLECTION IN OUR NEW MUSEUM, WE OFFER SEVERAL TEMPORARY EXHIBITS DURING THE YEAR EITHER FROM OUR OWN ARCHIVES OR TRAVELING EXHIBITS OFFERED BY OTHER MUSEUMS AND CENTERS. OUR HOLOCAUST-ERA BOXCAR, ON LOAN FROM THE BOXCAR FOUNDATION AND JACK AND F.E. NORTMAN, REMAINS AN INVALUABLE EDUCATIONAL TOOL TO SUPPORT THE MUSEUM'S MISSION. EXPENSE: 593,470 REVENUE: 44,426

    Expenses $445,102 · Revenue $44,426

  • 2.STUDENT & TEACHER PROGRAMS - THE MUSEUM PROVIDES EDUCATIONAL PROGRAMS FOR MORE THAN 40,000 STUDENTS AND TEACHERS IN SOUTHWEST FLORIDA, ELEMENTARY THROUGH UNIVERSITY. OUR EDUCATIONAL PROGRAM OFFERS A VARIETY OF LESSONS FOR STUDENTS IN GRADES 5 THROUGH 12, INCLUDING IN-SCHOOL PROGRAMS, FIELD TRIPS TO THE MUSEUM AND OUR POPUP MUSEUM. PROGRAMS ARE OFFERED FREE OF CHARGE FOR TITLE 1 SCHOOLS AND SCHOOLS THAT HAVE A FINANCIAL HARDSHIP. SURVIVOR TALKS AT SCHOOL ASSEMBLIES PROVIDE POWERFUL PERSONAL STORIES THAT ENGAGE STUDENTS AND ADULTS ALIKE. WE ALSO OFFER ONE ORIGINAL SHORT PLAY BASED ON THE STORIES OF LOCAL HOLOCAUST SURVIVORS AND CREATED IN PARTNERSHIP WITH GULFSHORE PLAYHOUSE. THE PERFORMANCE OF THE PLAY IS PRECEDED BY A CLASSROOM SESSION ON THE OVERALL HISTORY OF THE HOLOCAUST AND THE SPECIFIC HISTORY OF THE SURVIVOR SO THAT THE STUDENTS UNDERSTAND THE CONTEXT OF THE PLAY BEFORE SEEING IT. OUR CURRICULUM CATALOG OFFERS 10 DIFFERENT PROGRAMS FOR TEACHERS TO CHOOSE FROM, WITH LESSON PLANS LINKED TO SUNSHINE STATE STANDARDS. EXPENSE: 593,469

    Expenses $445,102

  • 3.ADULT/PUBLIC PROGRAMS AND GENSHOAH - THE MUSEUM CONTINUES ITS PARTNERSHIP WITH GENSHOAH OF SOUTHWEST FLORIDA TO PRESENT A FULL CALENDAR OF QUALITY PROGRAMS TO OUR COMMUNITY INCLUDING FILMS, GUEST SPEAKERS, AND MORE. WE ALSO OFFER EDUCATIONAL PROGRAMS ENHANCED WITH TRAVELING DISPLAYS OF ARTIFACTS TO GROUPS AT LIBRARIES AND OTHER LOCATIONS THROUGHOUT SOUTHWEST FLORIDA.

    Expenses $296,735

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Susan Suarez

    PRES/CEO THR

    Total calculated
    $154,231
    From this org
    $154,231
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,231
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $154,231

  • Hymie Akst

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Felicia Anchor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nina Diamond

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alan Englander

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Michael Feldman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Paula Filler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jo Ann Golden

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Maureen Lerner

    DEVELOPMENT

    Total calculated
    $0
    Hours/week
    2

  • Stephen Light

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dorothy McGovern

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stuart Mest

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Rob Nossen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stuart Price

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Fred Roth

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Stanley Ruskin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ashley Solomon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jay Sterns

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Marjie Zucker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Erin Blankenship

    PRES/CEO FRO

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
7 February 2026
IRS schema version
2024v5.0
Source object
202601349349308205

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