2025-06-03T11:00:27-05:00 2024-08-31 341873282 CBIZ ADVISORS LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2023-09-01 363337514 JEWISH HISTORICAL SOCIETY OF THE UPPER MIDWEST JEWI 7635447600 4330 SOUTH CEDAR LAKE ROAD ST LOUIS PARK MN 55416 JAMIE HEILICHER PRESIDENT 7635447600 2025-05-31 1 1 BRUCE THIEL P00526510 6123397811 2025-05-31 2023 2025-03-06 01:10:19Z JAMIE HEILICHER 4330 SOUTH CEDAR LAKE ROAD ST LOUIS PARK MN 55416 227478 0 X WWW.JHSUM.ORG X 1984 MN TO PROMOTE THE VITALITY AND CONTINUITY OF JEWISH CULTURE IN THE UPPER MIDWEST. 13 13 3 16 0 0 210334 201111 249 381 39088 17004 -2128 -13601 247543 204895 0 0 0 0 120592 107936 0 0 26115 139584 115819 260176 223755 -12633 -18860 585780 621137 1000 1000 584780 620137 X THE PURPOSE OF THE SOCIETY IS TO PROMOTE THE VITALITY AND CONTINUITY OF JEWISH CULTURE IN THE UPPER MIDWEST THROUGH PRESERVATION, INTERPRETATION AND EDUCATION. 0 0 97268 EDUCATION - SEE SCHEDULE O 47712 381 INTERPRETATION - SEE SCHEDULE O 4541 PRESERVATION - SEE SCHEDULE O 149521 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 1 0 0 MN X JAMIE HEILICHER 7635447600 850 DECATUR AVE N GOLDEN VALLEY MN 55427 JAMIE HEILICHER PRESIDENT 6.00 X X 0 0 0 SUSAN WEINBERG VICE PRESIDENT 2.00 X X 0 0 0 BARBARA RITZEN TREASURER 2.00 X X 0 0 0 ARLIS GROSSMAN SECRATERY 2.00 X X 0 0 0 SHARON STEINFELDT DIRECTOR - PAST PRESIDENT 1.00 X 0 0 0 PAUL SOLOMON DIRECTOR 1.00 X 0 0 0 SHEL SCHREIBERG DIRECTOR 1.00 X 0 0 0 JEROME INGBER DIRECTOR 1.00 X 0 0 0 LARRY EISENSTADT DIRECTOR 1.00 X 0 0 0 AVRAM ETTEDGUI DIRECTOR 1.00 X 0 0 0 MYRNA ORENSTEN DIRECTOR 1.00 X 0 0 0 KATE DIETRICK DIRECTOR 1.00 X 0 0 0 JOANNE SHER REGIONAL REPRESENTATIVE 1.00 X 0 0 0 ROBIN DOROSHOW EXECUTIVE DIRECTOR 40.00 X 72334 0 0 72334 0 0 0 0 0 0 0 23972 65050 112089 201111 JOURNAL 513120 381 381 381 13357 13357 10917 7270 3647 3647 3647 1000 65050 13313 -12313 -12313 712 2000 -1288 -1288 204895 381 0 3403 72334 54251 14467 3616 27854 19088 8766 7748 5811 1937 3308 3308 4057 4057 1028 1028 36815 27415 9400 1153 324 829 1540 1155 385 2391 2391 3428 1371 2057 ARCHIVE MAINTENANCE AND 58725 36226 22499 STAFF EXPENSE 1885 1885 MISCELLANEOUS 1489 1489 223755 149521 48119 26115 23528 19995 0 3533 53670 41699 1000 12129 10129 1629 0 1629 1629 517352 567680 585780 621137 1000 1000 1000 1000 X 0 0 0 0 584780 620137 584780 620137 585780 621137 -18860 54217 0 X 0 0 0 X 192368 104898 166583 210334 201111 875294 192368 104898 166583 210334 201111 875294 106516 768778 10420 8757 7283 13961 13357 53778 14457 14457 943529 7988 0.81480 0.66770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 517352 8700 70991 25306 4057 567680 510258 6400 38010 33496 3820 517352 607054 5216 -40933 56647 4432 510258 544524 11500 117137 61626 4481 607054 564993 6540 38191 60942 4258 544524 0.17810 0.77330 0.04860 1 0 1629 1629 1629 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION ASSETS 567680 F 567680 PART III, LINE 1A: THE ORGANIZATION PREPARES THEIR FINANCIAL STATEMENTS WITHOUT FOOTNOTES. AN AUDIT OR REVIEW OF THEIR FINANCIAL STATEMENTS IS NOT REQUIRED. THE SOCIETY'S COLLECTION OF ARTIFACTS, DOCUMENTS, NEWSPAPERS, PICTURES, PAINTINGS, TAPES, AND BOOKS IS NOT CAPITALIZED BECAUSE DONATED VALUES ARE NOT READILY DETERMINABLE. ITEMS PURCHASED FOR THE COLLECTION ARE EXPENSED AS ACQUIRED. PART III, LINE 4: THE SOCIETY'S COLLECTION OF ARTIFACTS, DOCUMENTS, NEWSPAPERS, PICTURES, PAINTINGS, TAPES, AND BOOKS PRESERVE THE EVIDENCE OF THE UPPER MIDWEST JEWISH EXPERIENCE. THE COLLECTIONS SUPPORT THE WORK OF THE SOCIETY'S PROGRAMS AND PROVIDE VALUE TO PEOPLE INTERESTED IN THEIR HISTORY. PART V, LINE 4: L'DOR ENDOWMENT - WE USE UP TO 5% OF THESE FUNDS FOR ANNUAL OPERATIONS. FOUNDERS - WE USE UP TO 5% OF THESE FUNDS FOR ANNUAL OPERATIONS. SILBERMAN OPERATING FUND - WE USE UP TO 5% OF THESE FUNDS FOR ANNUAL OPERATIONS, BUT CAN USE ALL FUNDS FOR OPERATIONS IF NEEDED. FACE THE FUTURE - WE USE UP TO 5% OF THESE FUNDS FOR ANNUAL OPERATIONS. SCHLOFF ENDOWMENT - WE USE UP TO 5% OF THESE FUNDS FOR EDUCATION. COLLECTION ACCESS - WE USE UP TO 5% OF THESE FUNDS TO MAINTAIN OUR COLLECTIONS. GORDON ENDOWMENT - WE USE UP TO 5% OF THESE FUNDS FOR OUR JOURNAL. SCHOCHET ENDOWMENT - WE USE UP TO 5% OF THESE FUNDS FOR OUR WEB SITE. STEINFELDT EXECUTIVE DIRECTOR FUND - FIVE YEAR FUNDING ENDOWMENT FOR THE SALARY FOR AN EXECUTIVE DIRECTOR. DONOR DEDICATED - THIS IS A SMALL POOL OF FUNDS WE USE FOR SMALL SPECIAL PROJECTS. 40TH ANNIVERSARY 66050 65050 1000 2590 9500 1223 66050 65050 1000 2590 9500 1223 13313 -12313 FORM 990, PART III, LINE 4A EDUCATION - OUR 42 YEARS OF EXISTENCE HAVE BEEN SPENT CREATING ONE OF THE FINEST ARCHIVES OF LOCAL JEWISH HISTORY IN THE COUNTRY. WE CONSISTENTLY RECEIVE ACCOLADES FROM ACROSS THE COUNTRY COMMENDING OUR EXHIBITS, PROGRAMS, RESEARCH MATERIAL AND WEB SITE. IN 2012 WE COMPLETED THE GIFT OF NEARLY 1000 LINEAR FEET OF PAPER ARCHIVES AND OVER 8,000 PHOTOGRAPHS TO THE UNIVERSITY OF MINNESOTA ANDERSEN LIBRARY NATHAN AND THERESA BERMAN UPPER MIDWEST JEWISH ARCHIVES ALLOWING OUR COLLECTIONS TO BE PERMANENTLY HOUSED AT THE UNIVERSITY, SECURING A PERMANENT HOME FOR OUR PAPER ARCHIVAL MATERIALS AND PHOTO'S. THIS ALLOWS JHSUM TO FOCUS ON INTERPRETATION, EDUCATION AND PROGRAMMING ALONG WITH MORE PUBLIC DISPLAYS OF OUR UNIQUE MATERIALS. WE CONTINUE WORKING TO DISPLAY OUR ARTIFACT COLLECTIONS AT THE MPLS JCC - KAPLAN FAMILY JEWISH HISTORY CENTER, TYCHMAN SHAPIRO GALLERY, ST. PAUL JCC, SHOLOM EAST DISPLAY CASE, AND SHOLOM WEST / KNOLLWOOD PLAZA EXHIBIT SPACES. WE ALSO COLLABORATE WITH OTHER CULTURAL ARTS ORGANIZATION TO LEVERAGE OUR ARCHIVES, ARTIFACTS, DISPLAY MATERIALS AND MANPOWER TO HELP CREATE SUCCESSFUL EVENTS. FORM 990, PART III, LINE 4B INTERPRETATION - OUR INTERPRETIVE PROGRAMS PROMOTE USE OF OUR MATERIALS BY RESEARCHERS, STUDENTS, JEWISH ORGANIZATIONS AND OTHER LOCAL AND NATIONAL CULTURAL ORGANIZATIONS. JHSUM HAS COMPLETED SEVERAL GRANT PROJECTS (THROUGH LEGACY FUNDS AT THE MINNESOTA HISTORICAL SOCIETY (MHS)) INCLUDING; ST. PAUL JEWISH HISTORY PROJECT, JEWISH ORAL HISTORY PROJECT, JEWISH THEATER PROJECT, WE SPOKE JEWISH (BOOK PROJECT), SYNAGOGUES IN THE UPPER MIDWEST, JEWISH INSTITUTIONS (JACK BUTWIN DAY CAMP, NEIGHBORHOOD HOUSE, JEWISH EDUCATIONAL CENTER, EMANUAL COHEN CENTER, JFCS, JEWISH VOCATIONAL SERVICES, TALMUD TORAH, HILLEL, MT SINAI, AND MORE). THE NORTH DAKOTA JEWISH EXPERIENCE (SHVITZING IT OUT ON THE PRAIRIE), PEDDLERS TO PROCESSORS (SCRAP STORIES FROM THE UPPER MIDWEST, AND VOLUNTEER TRAINING FOR OUR JEWISH NORTH SIDE MINNEAPOLIS TOUR. THEIRSTORY: ONGOING REMOTE ORAL HISTORY INTERVIEWS BEING CONDUCTED BY STAFF AND VOLUNTEERS TO ADD TO HISTORICAL RECORD AT UMJA AND FOR USE IN ONGOING PROGRAMMING AND THE LIKE THROUGH JHSUM. USE OF PLATFORM TO RECORD REMOTE INTERVIEWS WITH INDIVIDUALS CONNECTED TO ABERDEEN, SD AND ONGOING HISTORY JOURNAL PROJECT. VOLUNTEERS: JHSUM CONTINUES TO DEVELOP AND UTILIZE VOLUNTEERS BY INDIVIDUAL TRAININGS BY JHSUM AND THEIRSTORY. RESULT IS SMALL VOLUNTEER CORPS INTERVIEWING A WIDE RANGE OF INDIVIDUALS AND OBTAINING REMOTE ORAL HISTORIES. VOLUNTEER GROUP FULLY TRAINED TO LEAD NORTHSIDE MPLS TOURS. PAST/CURRENT/ONGOING PROJECTS: APRIL, 2024 - PRESENTED ON BEHALF OF JHSUM AT RIDGEPOINTE ON ABERDEEN BOOK AND VIDEO. APRIL, 2024 - JHSUM CO-SPONSORED WITH THE WHITE BEAR LAKE AREA HISTORICAL SOCIETY AN EVENT ON THE HISTORY OF SOPHIE WIRTH CAMP, WHICH WAS RESEARCHED AND PRESENTED BY HISTORIAN, LAURA WEBER. AUGUST, 2024 - COLLABORATED WITH SHOLOM ON A SHOWING OF THE SUMMER CAMPS VIDEO. SEPTEMBER, 2024 - JHSUM 40TH ANNIVERSARY EVENT AT TED MANN CONCERT HALL. SEPTEMBER, 2024 - PREMIERED LIFE, LORE AND THE LINCOLN DEL AS THE OPENING FILM OF THIS YEAR'S TWIN CITIES JEWISH FILM FESTIVAL AT THE SABES JCC. SEPTEMBER, 2024 - PREMIERED NECHAMA, A FILM ABOUT THE MINNESOTA, JEWISH ORIGINS OF THIS JEWISH DISASTER RELIEF NON-PROFIT AS PART OF THE TWIN CITIES JEWISH FILM FESTIVAL AT THE SABES JCC. NOVEMBER, 2024 - COLLABORATED WITH THE SIX POINTS JEWISH THEATER FOR A PRIVATE BRUNCH PRIOR TO THE CLOSING PERFORMANCE OF A SHOW. UNDERWRITTEN BY JHSUM DONOR. DECEMBER, 2024 - PRESENTED TO THE OR EMET CONGREGATION ON ABERDEEN BOOK AND VIDEO. DECEMBER, 2024 - REVIEWED A MANUSCRIPT FOR UND PRESS ABOUT HISTORY OF GRAND FORKS JEWISH COMMUNITY. DECEMBER, 2024 - FINAL 2024 GENERATIONS NEWSLETTER TO HIT MAILBOXES BY MID-MONTH. GENERATIONS NEWSLETTER ONGOING PUBLISHED TWICE A YEAR (SPRING AND FALL). SINCE 2023 AND ONGOING, ANNUAL REPORT IS PART OF SPRING NEWSLETTER. FORM 990, PART III, LINE 4C PRESERVATION - VISITORS TO JHSUM WEBSITE (JHSUM.ORG) CAN SEAMLESSLY SEARCH THE ENTIRE DATABASE INVENTORY OF OUR COLLECTION'S HOLDINGS. BY MAKING CONTENT AVAILABLE THROUGH A MORE POWERFUL, NUANCED SEARCH INTERFACE, CONTAINING CONSISTENT, CONTROLLED TERMS AND MORE SEARCHABLE FIELD'S USERS CAN FIND WHAT IS MOST HELPFUL IN OUR HOLDINGS. NEW ACCESSIONS DATA NOW APPEARS INSTANTLY AS IT IS ENTERED. THE LARGEST VOLUME OF REFERENCE REQUESTS WE RECEIVE IS FOR HISTORIC PHOTOGRAPHS THAT SHOWCASE JEWISH LIFE IN THE UPPER MIDWEST. JHSUM HAS ITS OWN PORTAL ON THE SITE WITH SEVEN VIRTUAL TOURS, EXPANDING OUR TOUR CAPACITY BEYOND ONE TWIN CITIES-FOCUSED "LIVE" TOUR EACH YEAR OUR RESOURCES ALLOW FOR. YOU DON'T HAVE TO LEAVE HOME TO TOUR HISTORIC JEWISH DULUTH, ST. LOUIS PARK, ST. PAUL, MINNEAPOLIS' NORTH SIDE, WEST, CENTRAL AND SOUTHERN MINNESOTA, AND THE IRON RANGE, AS WELL AS THE SYNAGOGUES OF THE UPPER MIDWEST. MISCELLANEOUS: ELLEN ZISKIN CONTINUES TO SHARPEN OUR DATABASES ELEO AND CONSTANT CONTACT. ALSO BRINGS GREAT KNOWLEDGE AND EXPERIENCE TO HOW WE CAN SEGMENT LISTS SO SOME GET ONLY ELECTRONIC CORRESPONDENCE AS THIS IS A POTENTIAL GOAL FOR STRATEGIC PLANNING. JHSUM CONTINUES TO FACILITATE DONATIONS TO THE (UNIVERSITY OF MINNESOTA JEWISH ARCHIVES (UMJA) AND ITEMS ARE COMING IN REGULARLY. JHSUM CONTINUES TO PLACE ADS IN APPROPRIATE COMMUNAL AD BOOKS AND THE LIKE. DISCUSSIONS WITH HENNEPIN COUNTY LIBRARIES ABOUT UPDATING JEWISH HISTORY EXHIBIT AT SUMNER LIBRARY, SHOLOM EAST CASE. KAPLAN CASE AT MINNESOTA JCC, ST. LOUIS PARK UPDATED TO REFLECT JHSUM'S ONLINE STORE AND PROMOTE TRAFFIC TO SITE. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCIAL REPORTS ARE REVIEWED BY THE BOARD AND VOTED ON FOR APPROVAL. THE 990 IS PREPARED AND MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW AT THE ADMINISTRATIVE OFFICES. FORM 990, PART VI, SECTION B, LINE 12C ALL ACTIVITIES OF THE ORGANIZATION ARE REVIEWED AND ANY CONFLICTS OF INTERESTS ARE IDENTIFIED BEFORE VOTING ON ANY ACTIVITIES. BOARD MEMBERS WITH A CONFLICT OF INTEREST ARE NOT INCLUDED IN THE FINAL VOTE. ALL BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICT PRIOR TO SUCH VOTES. THE BOARD MEMBERS ANNUALLY ARE ASKED TO SIGN A NEW CONFLICT OF INTEREST DOCUMENT AT THE FIRST MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE EXECUTIVE DIRECTOR IS REVIEWED AT THE FINANCE COMMITTEE LEVEL WHILE THE PROJECTED BUDGET IS BEING CONSTRUCTED BASED ON REGIONAL POSITION SPECIFIC JOB SURVEYS PROVIDED BY THE MINNESOTA COUNCIL OF NONPROFITS. AT THE TIME THE BOARD REVIEWS AND APPROVES NEXT YEAR'S BUDGET ANY SALARY INCREASE IS EXPLAINED WITH WHAT REGIONAL SURVEYS WERE USED TO DETERMINE THE APPROPRIATE FUNDING LEVEL. THE BOARD HAS THE FINAL APPROVAL IN PASSING THE PROPOSED BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE BUSINESS RECORDS OF JHSUM ARE MAINTAINED AT OUR ADMINISTRATION OFFICE AT 850 DECATUR AVE. N. IN GOLDEN VALLEY. THE ARTICLES OF INCORPORATION, BYLAWS AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUESTS VIA APPOINTMENT, EMAIL OR ELECTRONIC SCAN. THE ANNUAL REPORT IS POSTED ON OUR WEBSITE. FORM 990, PART XII, LINE 1 THE ORGANIZATION'S ACCOUNTING METHOD IS THE MODIFIED CASH BASIS.