2024-03-28T13:06:22-04:00 2023-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2022-07-01 593740883 THE HOLOCAUST MUSEUM & EDUCATION CENTER OF SOUTHWEST FLORIDA INC HOLO 2392639200 975 IMPERIAL GOLF COURSE BLVD 108 NAPLES FL 34110 SUSAN SUAREZ PRESIDENT & CEO 2392639200 2024-03-25 true SUSAN SUAREZ 999009999 false MARC WHITFIELD CPA P00125986 2394331002 2024-03-28 2022 2023-04-26 12:10:37Z STUART PRICE 975 IMPERIAL GOLF COURSE BLVD 108 NAPLES FL 34110 1404771 false X WWW.HMCEC.ORG X 2001 FL TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE. 18 18 10 50 0 1347840 1313243 41753 58206 159 4417 -31182 -64577 1358570 1311289 0 0 442333 314125 0 43480 484528 536907 926861 851032 431709 460257 5230619 5692646 1173264 1175034 4057355 4517612 X TEACH THE LESSONS OF THE HOLOCAUST TO INSPIRE ACTION AGAINST BIGOTRY, HATRED AND VIOLENCE. false false 294490 19279 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 294490 5508 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 174637 33419 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 763617 true true false false false false false true false false true false false false false true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 10 0 10 true false false false false false true true false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true false false X X THE ORGANIZATION 2392639200 975 IMPERIAL GOLF COURSE BLVD 108 NAPLES FL 34110 SUSAN SUAREZ PRESIDENT & 40.00 X 145780 0 0 HYMIE AKST TREASURER 2.00 X X 0 0 0 LARRY BAER DIRECTOR 2.00 X 0 0 0 HERBERT BERKELEY PAST CHAIR 4.00 X X 0 0 0 JANET G COHEN DIRECTOR 1.00 X 0 0 0 ALAN ENGLANDER DIRECTOR 1.00 X 0 0 0 MICHAEL FELDMAN DIRECTOR 2.00 X 0 0 0 MAUREEN LERNER DEVELOPMENT 4.00 X X 0 0 0 DOROTHY MCGOVERN DIRECTOR 1.00 X 0 0 0 LORELEI MEEKER DIRECTOR 2.00 X 0 0 0 STUART MEST DIRECTOR 2.00 X 0 0 0 ROB NOSSEN DIRECTOR 4.00 X 0 0 0 STUART PRICE CHAIR 4.00 X X 0 0 0 FRED ROTH VICE CHAIR 4.00 X X 0 0 0 ASHLEY SOLOMON DIRECTOR 2.00 X 0 0 0 JAY STERNS DIRECTOR 1.00 X 0 0 0 STEPHEN STROME PAST CHAIR 4.00 X X 0 0 0 RICHARD D YOVANOVICH SECRETARY 2.00 X X 0 0 0 145780 1 false false false 22936 227298 90000 973009 50484 1313243 LECTURES 712110 32331 32331 MUSEUM ADMISSIONS 712110 25875 25875 58206 4417 4417 28905 227298 93482 -64577 -64577 1311289 58206 -60160 150045 135041 7502 7502 116766 105088 5839 5839 4425 3983 221 221 17941 16147 897 897 24948 22454 1247 1247 456 456 32812 29532 1640 1640 26745 21991 2377 2377 28038 24706 1665 1667 28166 24645 1761 1760 74867 66957 3955 3955 52127 46915 2606 2606 152350 133306 9522 9522 83213 74719 4247 4247 EDUCATION 33966 33966 OTHER EVENT EXPENSES 24167 24167 851032 763617 43935 43480 130 130 1149597 937105 271682 204061 10500 1458 5069707 586082 3738667 4483625 60043 66267 5230619 5692646 4273 62811 1168991 1112223 1173264 1175034 X 3280303 3998936 777052 518676 4057355 4517612 5230619 5692646 X 460257 X false true X true false X 1393719 981947 697370 1278128 1313243 5664407 1393719 981947 697370 1278128 1313243 5664407 605952 5058455 6 159 4417 4582 5668989 271998 0.89230 0.77610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 370500 370500 1453550 131765 1321785 1728036 184164 1543872 187622 109335 78287 1329999 160818 1169181 4483625 X 1386724 12500 87102 99602 1287122 24167 24167 1311289 926467 12500 87102 99602 826865 24167 24167 851032 SCHEDULE D, PAGE 2, PART III, LINE 4 THE ORGANIZATION MAINTAINS ARTIFACTS, EXHIBITS AND AN EXTENSIVE LIBRARY OF HOLOCAUST BOOKS AND FILMS. THE POLICY OF THE ORGANIZATION IS TO NOT CAPITALIZE COLLECTIONS RELATED TO DONATED AND PURCHASED COLLECTION ITEMS. THE COSTS AND PROCEEDS, IF ANY, FROM THE PURCHASES OR SALES OF COLLECTION ITEMS ARE RECOGNIZED IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAX TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME, HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE ORGANIZATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THE ORGANIZATION ADOPTED THIS GUIDANCE. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. SCHEDULE D, PAGE 4, PART XI, LINE 2D ERTC 87,102 SCHEDULE D, PAGE 4, PART XI, LINE 4B OTHER EVENT EXPENSES 24,167 SCHEDULE D, PAGE 4, PART XII, LINE 2D ERTC 87,102 SCHEDULE D, PAGE 4, PART XII, LINE 4B OTHER EVENT EXPENSES 24,167 TRIUMPH 168809 149329 19480 4869 42356 1300 16779 LUNCHEON 84599 75174 9425 4870 19622 3686 253408 224503 28905 9739 61978 1300 20465 93482 -64577 X 2 50484 FMV false false false FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS SERVE AS RECEPTIONISTS, DOCENTS, EDUCATION INSTRUCTORS, EVENT HELP AND GENERAL OFFICE ASSISTANTS. FORM 990, PAGE 2, PART III, LINE 4A 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 FORM 990, PAGE 2, PART III, LINE 4B 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 FORM 990, PAGE 6, PART VI, LINE 11B THE CEO PROVIDES A COPY OF FORM 990 TO THE FINANCE COMMITTEE TO REVIEW PRIOR. ONCE REVIEWED AND ANY CHANGES MADE THEY PRODE A COPY TO THE ENTIRE BOARD TO REVIEW PRIOR TO ELECTRONICALLY FILING THE 990. FORM 990, PAGE 6, PART VI, LINE 12C OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT ANNUALLY A STATEMENT IDENTIFYING ANY POTENTIAL CONFLICTS OF INTEREST. IF DURING THE YEAR A CONFLICT EXISTS, THAT PERSON SHALL REFRAIN FROM INFLUENCING THE VOTING OF THAT TRANSACTION AND REFRAIN FROM VOTING, IF A BOARD MEMBER. FORM 990, PAGE 6, PART VI, LINE 15A PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND KEY EMPLOYEES: CEO IS EVALUATED ANNUALLY BASED ON ACHIEVING GOALS. SALARY FOR THE CEO IS DETERMINED BY THE BOARD. THE CEO EVALUATES THE OTHER EMPLOYEES AND REVIEWS THEIR COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND ON GUIDESTAR. FORM 990, PART XI, LINE 9 ERTC 87,102 OTHER EVENT EXPENSES -24,167 ERTC -87,102 OTHER EVENT EXPENSES 24,167