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← JEWISH HISTORICAL SOCIETY OF UPPER MIDWEST INC

Form 990 for tax year 2023

Filed by JEWISH HISTORICAL SOCIETY OF UPPER MIDWEST INC.

Totals

Total revenue
$204,895
Total expenses
$223,755
Contributions and grants received
$201,111
Grants paid
$0
Program service revenue
$381
Investment income
$17,004
Other revenue
-$13,601
Total assets, end of year
$621,137
Total liabilities, end of year
$1,000
Net assets or fund balances, end of year
$620,137
Program services expenses (Part IX)
$149,521
Management and general expenses
$48,119
Fundraising expenses
$26,115
Program service expenses (Part III)
$149,521

Program services were 66.8% 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

    $23,972

  • 1c · Fundraising events

    $65,050

  • 1f · All other contributions, gifts and grants

    $112,089

  • 2a · Program service revenue: JOURNAL

    total $381 · related or exempt $381

  • 3 · Investment income

    total $13,357 · excluded $13,357

  • 7a · Gross sales of assets other than inventory

    securities $10,917

  • 7b · Less cost or other basis and sales expenses

    securities $7,270

  • 7c · Gain or loss

    securities $3,647

  • 7d · Net gain or loss

    total $3,647 · excluded $3,647

  • 8a · Fundraising events: gross income

    $1,000

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

    $65,050

  • 8b · Fundraising events: direct expenses

    $13,313

  • 8c · Net income from fundraising events

    total -$12,313 · excluded -$12,313

  • 10a · Gross sales of inventory

    $712

  • 10b · Cost of goods sold

    $2,000

  • 10c · Net income from sales of inventory

    total -$1,288 · excluded -$1,288

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $72,334 · program services $54,251 · management and general $14,467 · fundraising $3,616

  • 7 · Other salaries and wages

    total $27,854 · program services $19,088 · management and general $8,766

  • 10 · Payroll taxes

    total $7,748 · program services $5,811 · management and general $1,937

  • 11c · Fees: accounting

    total $3,308 · management and general $3,308

  • 11f · Fees: investment management

    total $4,057 · management and general $4,057

  • 11g · Fees: other

    total $1,028 · management and general $1,028

  • 13 · Office expenses

    total $36,815 · program services $27,415 · management and general $9,400

  • 14 · Information technology

    total $1,153 · program services $324 · management and general $829

  • 16 · Occupancy

    total $1,540 · program services $1,155 · management and general $385

  • 17 · Travel

    total $2,391 · program services $2,391

  • 23 · Insurance

    total $3,428 · program services $1,371 · management and general $2,057

  • 24a · Other expenses: ARCHIVE MAINTENANCE AND

    total $58,725 · program services $36,226 · fundraising $22,499

  • 24b · Other expenses: STAFF EXPENSE

    total $1,885 · management and general $1,885

  • 24c · Other expenses: MISCELLANEOUS

    total $1,489 · program services $1,489

  • 26 · Joint costs (an allocation of the lines above)

    total $23,528 · program services $19,995 · management and general $0 · fundraising $3,533

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $53,670 · end of year $41,699

  • 4 · Accounts receivable

    beginning of year $1,000

  • 8 · Inventories for sale or use

    beginning of year $12,129 · end of year $10,129

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

    $1,629

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $1,629 · end of year $1,629

  • 12 · Investments: other securities

    beginning of year $517,352 · end of year $567,680

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,000 · end of year $1,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $584,780 · end of year $620,137

Mission and programs · 2023

Mission

THE PURPOSE OF THE SOCIETY IS TO PROMOTE THE VITALITY AND CONTINUITY OF JEWISH CULTURE IN THE UPPER MIDWEST THROUGH PRESERVATION, INTERPRETATION AND EDUCATION.

Activities or mission (Part I)

TO PROMOTE THE VITALITY AND CONTINUITY OF JEWISH CULTURE IN THE UPPER MIDWEST.

  • EDUCATION - SEE SCHEDULE O

    Expenses $97,268

  • INTERPRETATION - SEE SCHEDULE O

    Expenses $47,712 · Revenue $381

  • PRESERVATION - SEE SCHEDULE O

    Expenses $4,541

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jamie Heilicher

    PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • Susan Weinberg

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Barbara Ritzen

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Arlis Grossman

    SECRATERY

    Total calculated
    $0
    Hours/week
    2

  • Sharon Steinfeldt

    DIRECTOR - PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Paul Solomon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shel Schreiberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerome Ingber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry Eisenstadt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Avram Ettedgui

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Myrna Orensten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kate Dietrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joanne Sher

    REGIONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1

  • Robin Doroshow

    EXECUTIVE DIRECTOR

    Total calculated
    $72,334
    From this org
    $72,334
    From related orgs
    $0
    Other
    $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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
31 May 2025
IRS schema version
2023v6.0
Source object
202501549349301025

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