Nonprofit · EIN 57-0676709
THE SOUTHERN JEWISH HISTORICAL SOCIETY
Tax-exempt · MARIETTA, GA 30007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $164,638 | $57,196 | $107,442 | $558,559 | $0 | $558,559 |
| June 30, 2024 | 990-EZ | $97,034 | $139,717 | -$42,683 | $440,387 | $0 | $440,387 |
| June 30, 2023 | 990 | $236,629 | $61,686 | $174,943 | $457,400 | $0 | $457,400 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $120,608
- Membership dues
- $12,881
- Program service revenue
- $5,774
- Investment income
- $38,256
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,530
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,750
- Program services (functional)
- $42,404
- Management and general (functional)
- $14,385
- Fundraising (functional)
- $407
Balance sheet and other
- Total assets, start of year
- $440,387
- Total assets, end of year
- $558,559
- Total liabilities, end of year
- $0
- Net assets, end of year
- $558,559
- Publicly traded securities
- $522,693
- Gross receipts
- $164,638
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1976
- State of legal domicile
- SC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gemma Birnbaum | Director Trustee or director | 1 | $0 |
| Catherine Eskin | Director Trustee or director | 1 | $0 |
| Dr Stephen Whitfield | Director Trustee or director | 1 | $0 |
| Ashley Walters | Director Trustee or director | 1 | $0 |
| Rachel Barnett | Director / Secretary Trustee or director, Officer | 2 | $0 |
| Jacob Morrow-Spitzer | Director Trustee or director | 1 | $0 |
| Dr Josh Parshall | Immediate Past President Trustee or director | 1 | $0 |
| Anna Tucker | Director Trustee or director | 1 | $0 |
| David Weinfeld | Director Trustee or director | 1 | $0 |
| Sarah Imhoff | Director Trustee or director | 1 | $0 |
| Margaret Norman | Director Trustee or director | 1 | $0 |
| Kenneth Hoffman | Director Trustee or director | 1 | $0 |
| Shari Rabin | Vice President Officer | 1 | $0 |
| Dr Eric Goldstein | President Officer | 5 | $0 |
| Dr Timothy Quevillon | Treasurer / Bookkeeper Officer | 5 | $0 |
990-EZ for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr David A Meola | Treasurer / Bookkeeper | 8 | $3,300 |
| Shari Rabin | Vice President | 2 | $0 |
| Gemma Birnbaum | Director | 1 | $0 |
| Catherine Eskin | Director | 1 | $0 |
| Dr Stephen Whitfield | Director | 1 | $0 |
| Ashley Walters | Director | 1 | $0 |
| Rachel Barnett | Director / Secretary | 2 | $0 |
| Jacob Morrow-Spitzer | Director | 1 | $0 |
| Dr Josh Parshall | Immediate Past President | 2 | $0 |
| Dr Eric Goldstein | President | 8 | $0 |
| Anna Tucker | Director | 1 | $0 |
| David Weinfeld | Director | 1 | $0 |
| Sarah Imhoff | Director | 1 | $0 |
| Margaret Norman | Director | 1 | $0 |
| Kenneth Hoffman | Director | 1 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shari Rabin | Director Trustee or director | 1 | $0 |
| Dr Joshua Furman | Director Trustee or director | 1 | $0 |
| Stephen Krause | Director Trustee or director | 1 | $0 |
| Dr Ellen Umansky | Director Trustee or director | 1 | $0 |
| Gemma Birnbaum | Director Trustee or director | 1 | $0 |
| Catherine Eskin | Director Trustee or director | 1 | $0 |
| Dr Stephen Whitfield | Director Trustee or director | 1 | $0 |
| Ashley Waters | Director Trustee or director | 1 | $0 |
| Rachel Barnett | Director Trustee or director | 1 | $0 |
| Jacob Morrow-Spitzer | Director Trustee or director | 1 | $0 |
| Dr Josh Parshall | President Officer | 5 | $0 |
| Dr Eric Goldstein | Vice President / President-Elect Officer | 2 | $0 |
| Jay Silverberg | Immediate Past President / Treasurer Officer | 5 | $0 |
| Anna Tucker | Secretary / Director Officer | 2 | $0 |
| Dr David A Meola | Consultant Key employee | 8 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 71601, MARIETTA, GA 30007-1601
- Principal officer (990 for 2024)
- Eric Goldstein, PO Box 71601, Marietta, GA 300071601
- Signed the 990
- Timothy Quevillon, Treasurer
- Phone
- (931) 636-2209
- Website
- http://www.jewishsouth.org/
Mission
The promotion of research into and the study of Jewish history in the South and the collection, preservation, exhibition, publication, and popularization of materials relating to the experience of Jews in the region.
Program accomplishments
- Publications: Southern Jewish History annual academic journal vol. 28; The Rambler quarterly newsletter; website with bibliography of Southern Jewish historical books and publications, next conference program, past conference lists.Expenses $27,157 · revenue $3,753
- In-person conference held in conjunction with Filson Historical Society in Louisville, KY.Expenses $7,717 · revenue $2,021
- Provided research grants ranging, ranging from $1,000 to $2,000. These grants included: work on the Beth El Civil Rights Experience project; understanding Jewishness, Family, Commerce, and Slavery in Early and Antebellum America; research on southern Jewish politics; and a book project on the "worst people in America".Expenses $7,530 · grants $7,530
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 57-0676709
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $558,559
- Income (IRS master file)
- $164,638
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $164,638 | $57,196 | $558,559 | IRS |
| 990-EZ | June 2024 | $97,034 | $139,717 | $440,387 | XML |
| 990 | June 2023 | $236,629 | $61,686 | $457,400 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 57-0676709).
Questions about THE SOUTHERN JEWISH HISTORICAL SOCIETY
- What is the EIN of THE SOUTHERN JEWISH HISTORICAL SOCIETY?
- The employer identification number (EIN) of THE SOUTHERN JEWISH HISTORICAL SOCIETY is 57-0676709.
- Is THE SOUTHERN JEWISH HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE SOUTHERN JEWISH HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SOUTHERN JEWISH HISTORICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE SOUTHERN JEWISH HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SOUTHERN JEWISH HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE SOUTHERN JEWISH HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 names Eric Goldstein.
- Who are the officers and directors of THE SOUTHERN JEWISH HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does THE SOUTHERN JEWISH HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $164,638, expenses of $57,196 and total assets of $558,559 at year end.
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