Form 990 for tax year 2022
Filed by INSTITUTE OF SOUTHERN JEWISH LIFE INC.
Totals
- Total revenue
- $2,343,061
- Total expenses
- $1,690,882
- Contributions and grants received
- $1,448,172
- Grants paid
- $0
- Program service revenue
- $204,375
- Investment income
- $627,023
- Other revenue
- $63,491
- Total assets, end of year
- $5,084,433
- Total liabilities, end of year
- $203,097
- Net assets or fund balances, end of year
- $4,881,336
- Program services expenses (Part IX)
- $1,359,015
- Management and general expenses
- $143,963
- Fundraising expenses
- $187,904
- Program service expenses (Part III)
- $1,359,015
Program services were 80.4% 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.
-
1c · Fundraising events
$2,776
-
1e · Government grants (contributions)
$119,834
-
1f · All other contributions, gifts and grants
$1,325,562
-
2a · Program service revenue: EDUCATION COMMUNITY FEES
total $155,003 · related or exempt $155,003
-
2b · Program service revenue: OTHER CULTURAL SERIES
total $49,074 · related or exempt $49,074
-
2c · Program service revenue: SHOP SALES & SERVICE FEES
total $298 · related or exempt $298
-
3 · Investment income
total $90,286 · excluded $90,286
-
7a · Gross sales of assets other than inventory
securities $1,246,997
-
7b · Less cost or other basis and sales expenses
securities $710,260
-
7c · Gain or loss
securities $536,737
-
7d · Net gain or loss
total $536,737 · excluded $536,737
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$2,776
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: OTHER INCOME
total $63,491 · excluded $63,491
-
11e · Other revenue, total
$63,491
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $272,784 · program services $215,514 · management and general $21,440 · fundraising $35,830
-
7 · Other salaries and wages
total $642,923 · program services $507,945 · management and general $50,531 · fundraising $84,447
-
9 · Other employee benefits
total $130,855 · program services $110,569 · management and general $7,739 · fundraising $12,547
-
10 · Payroll taxes
total $70,917 · program services $56,755 · management and general $5,113 · fundraising $9,049
-
11c · Fees: accounting
total $16,595 · management and general $16,595
-
11g · Fees: other
total $84,436 · program services $67,286 · management and general $14,367 · fundraising $2,783
-
13 · Office expenses
total $38,777 · program services $24,587 · management and general $3,693 · fundraising $10,497
-
16 · Occupancy
total $73,413 · program services $64,658 · management and general $1,869 · fundraising $6,886
-
17 · Travel
total $158,252 · program services $150,101 · management and general $338 · fundraising $7,813
-
19 · Conferences, conventions and meetings
total $73,972 · program services $60,749 · management and general $13,043 · fundraising $180
-
22 · Depreciation, depletion and amortization
total $35,938 · program services $33,846 · management and general $300 · fundraising $1,792
-
23 · Insurance
total $13,819 · program services $11,224 · management and general $975 · fundraising $1,620
-
24a · Other expenses: PRINTING AND COPYING
total $45,372 · program services $32,371 · management and general $3,535 · fundraising $9,466
-
24b · Other expenses: POSTAGE
total $20,153 · program services $14,704 · management and general $1,663 · fundraising $3,786
-
24c · Other expenses: TELEPHONE
total $9,398 · program services $7,975 · management and general $215 · fundraising $1,208
-
24d · Other expenses: MISCELLANEOUS
total $3,278 · program services $731 · management and general $2,547
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $632,672 · end of year $524,640
-
3 · Pledges and grants receivable
beginning of year $526,207 · end of year $499,010
-
4 · Accounts receivable
beginning of year $34,259 · end of year $600
-
8 · Inventories for sale or use
beginning of year $2,699
-
9 · Prepaid expenses and deferred charges
beginning of year $12,854 · end of year $14,434
-
10a · Land, buildings and equipment: cost or other basis
$747,398
-
10b · Land, buildings and equipment: accumulated depreciation
$200,176
-
10c · Land, buildings and equipment, net
beginning of year $283,509 · end of year $547,222
-
11 · Investments: publicly traded securities
beginning of year $3,104,466 · end of year $3,394,556
-
15 · Other assets
beginning of year $136,197 · end of year $103,971
-
17 · Accounts payable and accrued expenses
beginning of year $37,062 · end of year $86,004
-
19 · Deferred revenue
beginning of year $13,326 · end of year $13,122
-
25 · Other liabilities
beginning of year $136,197 · end of year $103,971
-
27 · Net assets without donor restrictions
beginning of year $3,526,671 · end of year $3,781,224
-
28 · Net assets with donor restrictions
beginning of year $1,019,607 · end of year $1,100,112
Mission and programs · 2022
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 2023.
Activities or mission (Part I)
THE INSTITUTE (ISJL) SUPPORTS, CONNECTS, AND CELEBRATES JEWISH LIFE IN THE SOUTH.
-
EDUCATIONAL SERVICES:THE EDUCATION DIVISION SUPPORTS JEWISH SUPPLEMENTAL SCHOOLS, LARGE AND SMALL. 65 SCHOOLS UTILIZED OUR CURRICULUM IN THE 2022-2023 SCHOOL YEAR. APPROXIMATELY 3,000 STUDENTS WERE IMPACTED BY THIS INITIATIVE. OUR ANNUAL CONFERENCE BRINGS TOGETHER EDUCATORS FROM ACROSS THE REGION, AND NOW INCORPORATES PROGRAMMING FROM OUR ENTIRE ORGANIZATION. IN ADDITION TO OUR WORK IN JEWISH EDUCATION, THE ISJL'S SECULAR LITERATURE AND LEADERSHIP PROGRAMMING SUPPORTS CHILDREN AND FAMILIES IN MISSISSIPPI.
Expenses $583,930 · Revenue $155,003
-
SPIRITUALITY:WE SERVE THE SMALLEST JEWISH COMMUNITIES IN OUR REGION SPECIFICALLY, INDIVIDUALS AND CONGREGATIONS WITHOUT ANY LOCAL FULL-TIME CLERGY. FROM OFFICIATING LIFECYCLE EVENTS AND SERVICES IN-PERSON TO OFFERING REMOTE COUNSELING, WE MAKE JEWISH LIFE ACCESSIBLE. WE ALSO ENGAGE IN INTERFAITH WORK AND BRIDGE-BUILDING THAT MAKES ALL OF OUR COMMUNITIES MORE INCLUSIVE AND INTERCONNECTED.
Expenses $204,001 · Revenue $49,074
-
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. WE PRESERVE THE STORIES OF JEWISH LIFE IN THE SOUTH AND MAKE THEM AVAILABLE TO A WIDER AUDIENCE, THROUGH RESOURCES LIKE OUR FREE ONLINE ENCYCLOPEDIA OF SOUTHERN JEWISH COMMUNITIES. THE ONLINE ARCHIVE WITH A HISTORY OF EVERY JEWISH COMMUNITY IN OUR REGION RECEIVES ALMOST 100,000 VIEWS EACH YEAR.
Expenses $571,084 · Revenue $298
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Andrea LevyANDREA LEVY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charlett R FruminCHARLETT R FRUMIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Frank Kenneth ZadeckFRANK KENNETH ZADECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gail M GoldbergGAIL M GOLDBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Imogene BermanIMOGENE BERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack Benjamin JrJACK BENJAMIN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jay HesdorfferJAY HESDORFFER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Jay TanenbaumJAY TANENBAUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe HerzogJOE HERZOG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph SteinJOSEPH STEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leon RittenbergLEON RITTENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret MeyerMARGARET MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary L WienerMARY L WIENER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Monica Lizka-MillerMONICA LIZKA-MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Morris LewisMORRIS LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pepe P FinnPEPE P FINN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Rachel Reagler SchulmanRACHEL REAGLER SCHULMAN
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Rayman L SolomonRAYMAN L SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert A RoubeyROBERT A ROUBEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sally Schneider HuebscherSALLY SCHNEIDER HUEBSCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott MillerSCOTT MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Spencer SimonsSPENCER SIMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen LibowskySTEPHEN LIBOWSKY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Betsy SamuelsBETSY SAMUELS
CFO
- Total calculated
- $88,842
- From this org
- $75,160
- From related orgs
- $0
- Other
- $13,682
- Hours/week
- 30
-
Michele SchipperMICHELE SCHIPPER
CEO
- Total calculated
- $189,848
- From this org
- $174,803
- From related orgs
- $0
- Other
- $15,045
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,803
- Bonus
- $0
- Other
- $0
- Deferred
- $5,625
- Nontaxable benefits
- $9,420
- Filer's total
- $189,848
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
- 2022
- Filed
- 16 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202302899349302430
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