Form 990 for tax year 2024
Filed by INSTITUTE OF SOUTHERN JEWISH LIFE INC.
Totals
- Total revenue
- $1,827,430
- Total expenses
- $1,677,204
- Contributions and grants received
- $1,603,228
- Grants paid
- $0
- Program service revenue
- $185,865
- Investment income
- $5,370
- Other revenue
- $32,967
- Total assets, end of year
- $5,573,070
- Total liabilities, end of year
- $62,489
- Net assets or fund balances, end of year
- $5,510,581
- Program services expenses (Part IX)
- $1,253,059
- Management and general expenses
- $203,863
- Fundraising expenses
- $220,282
- Program service expenses (Part III)
- $1,253,059
Program services were 74.7% 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.
-
1f · All other contributions, gifts and grants
$1,603,228
-
2a · Program service revenue: EDUCATION COMMUNITY FEES
total $174,183 · related or exempt $174,183
-
2b · Program service revenue: OTHER CULTURAL SERIES
total $11,597 · related or exempt $11,597
-
2c · Program service revenue: SHOP SALES & SERVICE FEES
total $85 · related or exempt $85
-
3 · Investment income
total $119,406 · excluded $119,406
-
7a · Gross sales of assets other than inventory
securities $485,141
-
7b · Less cost or other basis and sales expenses
securities $599,177
-
7c · Gain or loss
securities -$114,036
-
7d · Net gain or loss
total -$114,036 · excluded -$114,036
-
11a · Other revenue: OTHER INCOME
total $32,967 · related or exempt $32,967
-
11e · Other revenue, total
$32,967
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $197,375 · program services $151,979 · management and general $15,790 · fundraising $29,606
-
7 · Other salaries and wages
total $797,977 · program services $614,443 · management and general $63,838 · fundraising $119,696
-
9 · Other employee benefits
total $64,352 · program services $49,552 · management and general $5,148 · fundraising $9,652
-
10 · Payroll taxes
total $91,520 · program services $70,470 · management and general $7,322 · fundraising $13,728
-
11c · Fees: accounting
total $21,669 · management and general $21,669
-
11g · Fees: other
total $80,311 · program services $35,743 · management and general $38,240 · fundraising $6,328
-
13 · Office expenses
total $62,662 · program services $46,881 · management and general $5,816 · fundraising $9,965
-
16 · Occupancy
total $50,280 · program services $28,871 · management and general $11,550 · fundraising $9,859
-
17 · Travel
total $36,805 · program services $27,359 · management and general $5,376 · fundraising $4,070
-
19 · Conferences, conventions and meetings
total $118,277 · program services $108,673 · management and general $8,644 · fundraising $960
-
22 · Depreciation, depletion and amortization
total $55,296 · program services $53,485 · management and general $561 · fundraising $1,250
-
23 · Insurance
total $28,129 · program services $25,103 · management and general $1,104 · fundraising $1,922
-
24a · Other expenses: PRINTING AND COPYING
total $32,895 · program services $17,653 · management and general $8,283 · fundraising $6,959
-
24b · Other expenses: POSTAGE
total $29,584 · program services $17,073 · management and general $7,318 · fundraising $5,193
-
24c · Other expenses: TELEPHONE
total $8,187 · program services $5,376 · management and general $1,717 · fundraising $1,094
-
24d · Other expenses: MISCELLANEOUS
total $1,885 · program services $398 · management and general $1,487
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $441,128 · end of year $743,211
-
3 · Pledges and grants receivable
beginning of year $241,267 · end of year $376,472
-
4 · Accounts receivable
beginning of year $619 · end of year $2,877
-
9 · Prepaid expenses and deferred charges
beginning of year $12,605 · end of year $40,918
-
10a · Land, buildings and equipment: cost or other basis
$763,444
-
10b · Land, buildings and equipment: accumulated depreciation
$216,287
-
10c · Land, buildings and equipment, net
beginning of year $546,275 · end of year $547,157
-
11 · Investments: publicly traded securities
beginning of year $3,801,503 · end of year $3,847,435
-
15 · Other assets
beginning of year $65,598 · end of year $15,000
-
17 · Accounts payable and accrued expenses
beginning of year $110,610 · end of year $44,073
-
19 · Deferred revenue
beginning of year $8,866 · end of year $3,416
-
25 · Other liabilities
beginning of year $89,493 · end of year $15,000
-
27 · Net assets without donor restrictions
beginning of year $4,261,349 · end of year $4,355,251
-
28 · Net assets with donor restrictions
beginning of year $638,677 · end of year $1,155,330
Mission and programs · 2024
Mission
IN ORDER TO SUPPORT, CONNECT, AND CELEBRATE JEWISH LIFE IN THE SOUTH, THE ISJL PROVIDES A RANGE OF PROGRAMS AND SERVICES. WE DO THIS THROUGH THREE CORE SERVICE AREAS: EDUCATION, CULTURE, AND SPIRITUALITY. BECAUSE CONTRIBUTING TO SOCIETY AS A WHOLE IS PART OF THE JEWISH LEGACY, WE ALSO OFFER SECULAR LITERACY PROGRAMMING. OVER 10,000 PEOPLE WERE SERVED BY THE ISJL PROGRAMS IN 2024.
Activities or mission (Part I)
THE INSTITUTE (ISJL) SUPPORTS, CONNECTS, AND CELEBRATES JEWISH LIFE IN THE SOUTH.
-
IN ORDER TO CARRY OUT OUR MISSION TO SUPPORT, CONNECT, AND CELEBRATE JEWISH LIFE IN THE SOUTH, THE GOLDRING/WOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE (ISJL) PROVIDES A RANGE OF PROGRAMS AND SERVICES. THIS INCLUDES AN ANNUAL SOUTHERN & JEWISH CONFERENCE, PROVIDING AN OPPORTUNITY FOR PARTICIPANTS FROM ACROSS THE REGION TO GATHER AND CONNECT EACH SUMMER. THROUGHOUT THE YEAR, WE ALSO COORDINATE IN-PERSON EVENTS, PUT OUR STAFF ON THE ROAD, AND OFFER ONLINE OPPORTUNITIES FOR ENGAGEMENT. ALL TOLD, OVER 10,000 PEOPLE WERE SERVED BY ISJL PROGRAMS IN 2024-2025. OUR PROGRAMS ARE COORDINATED BY OUR THREE PROGRAMMING DIVISIONS: EDUCATION, CULTURE, AND SPIRITUALITY.EDUCATION: THE ISJL EDUCATION DIVISION SUPPORTS JEWISH LEARNING ACROSS THE SOUTH. IN THE 2024-2025 SCHOOL YEAR, 70 RELIGIOUS SCHOOLS UTILIZED OUR CURRICULUM; THIS MEANS APPROXIMATELY 3,000 STUDENTS WERE IMPACTED BY ISJL RESOURCES. OUR TEAM OF EDUCATION LEADERS ALSO COORDINATED A REGIONAL COHORT OF TEACHERS AND SCHOOL PROFESSIONALS, ABLE TO NETWORK, COLLABORATE, AND SHARE BEST-PRACTICES YEAR-ROUND.
Expenses $568,991 · Revenue $207,235
-
CULTURE: CELEBRATING JEWISH CULTURE AND PRESERVING THE UNIQUE STORIES OF JEWISH LIFE IN THE SOUTH IS AT THE HEART OF THE ISJL'S WORK. WE PROVIDE ACCESSIBLE JEWISH CULTURAL EXPERIENCES THAT APPEAL TO DIVERSE AUDIENCES. OUR FREE, ONLINE ENCYCLOPEDIA OF SOUTHERN JEWISH COMMUNITIES RECEIVES ALMOST 100,000 VIEWS EACH YEAR.
Expenses $347,395 · Revenue $11,597
-
SPIRITUALITY: WE SERVE THE SMALLEST JEWISH COMMUNITIES IN OUR REGION SPECIFICALLY, INDIVIDUALS AND CONGREGATIONS WITHOUT ANY LOCAL FULL-TIME CLERGY AND ENGAGE IN INTERFAITH WORK AND BRIDGE-BUILDING THAT MAKES ALL OF OUR COMMUNITIES MORE INCLUSIVE AND INTERCONNECTED. OUR SPIRITUALITY DIVISION ANNUALLY REACHES APPROXIMATELY 2,400 INDIVIDUALS WITH REMOTE AND IN-PERSON RESOURCES, AND OUR STAFF RABBI VISITS AROUND 20 COMMUNITIES IN-PERSON EACH YEAR.
Expenses $336,673
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jay TanenbaumJAY TANENBAUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Stein JrJOSEPH STEIN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary L WienerMARY L WIENER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack C Benjamin JrJACK C BENJAMIN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott MillerSCOTT MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brad LapidusBRAD LAPIDUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Imogene BermanIMOGENE BERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Morris LewisMORRIS LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sally Schneider HuebscherSALLY SCHNEIDER HUEBSCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe HerzogJOE HERZOG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert A RoubeyROBERT A ROUBEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charlett FruminCHARLETT FRUMIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beverly BonnheimBEVERLY BONNHEIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kenny Zadeck PhDKENNY ZADECK PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rayman L SolomonRAYMAN L SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn WienerKATHRYN WIENER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rachel Reagler SchulmanRACHEL REAGLER SCHULMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Spencer SimonsSPENCER SIMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pepe Prince FinnPEPE PRINCE FINN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret MeyerMARGARET MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen LibowskySTEPHEN LIBOWSKY
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Leon RittenbergLEON RITTENBERG
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jay HesdorfferJAY HESDORFFER
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Monica Lizka-MillerMONICA LIZKA-MILLER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Andrea LevyANDREA LEVY
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Michele SchipperMICHELE SCHIPPER
CEO
- Total calculated
- $185,073
- From this org
- $174,005
- From related orgs
- $0
- Other
- $11,068
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,005
- Bonus
- $0
- Other
- $0
- Deferred
- $5,220
- Nontaxable benefits
- $5,848
- Filer's total
- $185,073
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
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
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
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533169349303893
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