Form 990 for tax year 2022
Filed by HOLOCAUST MUSEUM & EDUCATION CENTER OF SWFL.
Totals
- Total revenue
- $1,311,289
- Total expenses
- $851,032
- Contributions and grants received
- $1,313,243
- Grants paid
- $0
- Program service revenue
- $58,206
- Investment income
- $4,417
- Other revenue
- -$64,577
- Total assets, end of year
- $5,692,646
- Total liabilities, end of year
- $1,175,034
- Net assets or fund balances, end of year
- $4,517,612
- Program services expenses (Part IX)
- $763,617
- Management and general expenses
- $43,935
- Fundraising expenses
- $43,480
- Program service expenses (Part III)
- $763,617
Program services were 89.7% 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.
-
1b · Membership dues
$22,936
-
1c · Fundraising events
$227,298
-
1e · Government grants (contributions)
$90,000
-
1f · All other contributions, gifts and grants
$973,009
-
1g · Noncash contributions included above
$50,484
-
2a · Program service revenue: LECTURES
total $32,331 · related or exempt $32,331
-
2b · Program service revenue: MUSEUM ADMISSIONS
total $25,875 · related or exempt $25,875
-
3 · Investment income
total $4,417 · excluded $4,417
-
8a · Fundraising events: gross income
$28,905
-
8a · Fundraising events: contributions included on line 1c
$227,298
-
8b · Fundraising events: direct expenses
$93,482
-
8c · Net income from fundraising events
total -$64,577 · excluded -$64,577
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $150,045 · program services $135,041 · management and general $7,502 · fundraising $7,502
-
7 · Other salaries and wages
total $116,766 · program services $105,088 · management and general $5,839 · fundraising $5,839
-
8 · Pension plan contributions
total $4,425 · program services $3,983 · management and general $221 · fundraising $221
-
9 · Other employee benefits
total $17,941 · program services $16,147 · management and general $897 · fundraising $897
-
10 · Payroll taxes
total $24,948 · program services $22,454 · management and general $1,247 · fundraising $1,247
-
11f · Fees: investment management
total $456 · management and general $456
-
11g · Fees: other
total $32,812 · program services $29,532 · management and general $1,640 · fundraising $1,640
-
12 · Advertising and promotion
total $26,745 · program services $21,991 · management and general $2,377 · fundraising $2,377
-
13 · Office expenses
total $28,038 · program services $24,706 · management and general $1,665 · fundraising $1,667
-
14 · Information technology
total $28,166 · program services $24,645 · management and general $1,761 · fundraising $1,760
-
16 · Occupancy
total $74,867 · program services $66,957 · management and general $3,955 · fundraising $3,955
-
20 · Interest
total $52,127 · program services $46,915 · management and general $2,606 · fundraising $2,606
-
22 · Depreciation, depletion and amortization
total $152,350 · program services $133,306 · management and general $9,522 · fundraising $9,522
-
23 · Insurance
total $83,213 · program services $74,719 · management and general $4,247 · fundraising $4,247
-
24a · Other expenses: EDUCATION
total $33,966 · program services $33,966
-
24b · Other expenses: OTHER EVENT EXPENSES
total $24,167 · program services $24,167
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 $1,149,597 · end of year $937,105
-
3 · Pledges and grants receivable
beginning of year $271,682 · end of year $204,061
-
9 · Prepaid expenses and deferred charges
beginning of year $10,500 · end of year $1,458
-
10a · Land, buildings and equipment: cost or other basis
$5,069,707
-
10b · Land, buildings and equipment: accumulated depreciation
$586,082
-
10c · Land, buildings and equipment, net
beginning of year $3,738,667 · end of year $4,483,625
-
15 · Other assets
beginning of year $60,043 · end of year $66,267
-
17 · Accounts payable and accrued expenses
beginning of year $4,273 · end of year $62,811
-
23 · Secured mortgages and notes payable
beginning of year $1,168,991 · end of year $1,112,223
-
27 · Net assets without donor restrictions
beginning of year $3,280,303 · end of year $3,998,936
-
28 · Net assets with donor restrictions
beginning of year $777,052 · end of year $518,676
Mission and programs · 2022
Mission
TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE.
-
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 BIGOTRY, HATRED, AND VIOLENCE. 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: 294,490 REVENUE: 19,279
Expenses $294,490 · Revenue $19,279
-
2.STUDENT & TEACHER PROGRAMS - THE MUSEUM PROVIDES EDUCATIONAL PROGRAMS FOR MORE THAN 15,000 STUDENTS AND TEACHERS IN SOUTHWEST FLORIDA, ELEMENTARY THROUGH UNIVERSITY. OUR 5-8+ PROGRAM OFFERS A VARIETY OF LESSONS FOR STUDENTS IN 5TH, 8TH AND HIGH SCHOOL, INCLUDING IN-SCHOOL PROGRAMS FOR 5TH GRADE AND HIGH SCHOOL AND FIELD TRIPS TO THE MUSEUM FOR 8TH GRADE. 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: 294,490 REVENUE: 5,508
Expenses $294,490 · Revenue $5,508
-
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. EXPENSE: 262,052 REVENUE: 33,419
Expenses $174,637 · Revenue $33,419
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Susan SuarezSUSAN SUAREZ
PRESIDENT &
- Total calculated
- $145,780
- From this org
- $145,780
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Hymie AkstHYMIE AKST
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Larry BaerLARRY BAER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Herbert BerkeleyHERBERT BERKELEY
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Janet G CohenJANET G COHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alan EnglanderALAN ENGLANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael FeldmanMICHAEL FELDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Maureen LernerMAUREEN LERNER
DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 4
-
Dorothy McGovernDOROTHY MCGOVERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lorelei MeekerLORELEI MEEKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stuart MestSTUART MEST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rob NossenROB NOSSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Stuart PriceSTUART PRICE
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Fred RothFRED ROTH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Ashley SolomonASHLEY SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jay SternsJAY STERNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen StromeSTEPHEN STROME
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Richard D YovanovichRICHARD D YOVANOVICH
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420889349300717
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