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The Southern Jewish Historical Society

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$97k (2024)

Expenses
$140k (2024)

Total Assets
$440k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,034
Expenses
$139,717
Net Income
-$42,683
Net Assets
$440,387
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,536
64.4%
Program Services $2,916
3.0%
Investment Income $12,455
12.8%
Net Fundraising $0
Sales of Assets $2,300
2.4%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $440,387
Total Liabilities $0
Net Assets $440,387
Compensation
Key Employees and Officers Compensation Other
Dr David A Meola (Treasurer / Bookkeeper) $3,300 $0
Shari Rabin (Vice President) $0 $0
Gemma Birnbaum (Director) $0 $0
Catherine Eskin (Director) $0 $0
Dr Stephen Whitfield (Director) $0 $0
Ashley Walters (Director) $0 $0
Rachel Barnett (Director / Secretary) $0 $0
Jacob Morrow Spitzer (Director) $0 $0
Dr Josh Parshall (Immediate Past President) $0 $0
Dr Eric Goldstein (President) $0 $0
Anna Tucker (Director) $0 $0
David Weinfeld (Director) $0 $0
Sarah Imhoff (Director) $0 $0
Margaret Norman (Director) $0 $0
Kenneth Hoffman (Director) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$236,629
Expenses
$61,686
Net Income
$174,943
Net Assets
$457,400
Notable Sources of Revenue Percent of Total Revenue
Contributions $158,264
66.9%
Program Services $3,912
1.7%
Investment Income $74,453
31.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $457,400
Total Liabilities $0
Net Assets $457,400
Compensation
Key Employees and Officers Compensation Related Other
Shari Rabin (Director) $0 $0 $0
Dr Joshua Furman (Director) $0 $0 $0
Stephen Krause (Director) $0 $0 $0
Dr Ellen Umansky (Director) $0 $0 $0
Gemma Birnbaum (Director) $0 $0 $0
Catherine Eskin (Director) $0 $0 $0
Dr Stephen Whitfield (Director) $0 $0 $0
Ashley Waters (Director) $0 $0 $0
Rachel Barnett (Director) $0 $0 $0
Jacob Morrow Spitzer (Director) $0 $0 $0
Dr Josh Parshall (President) $0 $0 $0
Dr Eric Goldstein (Vice President / President Elect) $0 $0 $0
Jay Silverberg (Immediate Past President / Treasurer) $0 $0 $0
Anna Tucker (Secretary / Director) $0 $0 $0
Dr David A Meola (Consultant) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$126,666
Expenses
$55,277
Net Income
$71,389
Net Assets
$322,253
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,614
71.5%
Program Services $1,468
1.2%
Investment Income $5,870
4.6%
Net Fundraising $0
Sales of Assets $20,938
16.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $322,253
Total Liabilities $0
Net Assets $322,253
Compensation
Key Employees and Officers Compensation Other
Dr Josh Parshall (President) $0 $0
Dr Eric Goldstein (Vice President / President Elect) $0 $0
Jay Silverberg (Immediate Past President / Treasurer) $0 $0
Anna Tucker (Secretary / Director) $0 $0
Dr David A Meola (Consultant) $0 $0
Karen Franklin (Director) $0 $0
Dr Joshua Furman (Director) $0 $0
Stephen Krause (Director) $0 $0
Dr Ellen Umansky (Director) $0 $0
Gemma Birnbaum (Director) $0 $0
Catherine Eskin (Director) $0 $0
Dr Stephen Whitfield (Director) $0 $0
Ashley Waters (Director) $0 $0
Rachel Barnett (Director) $0 $0
Jacob Morrow Spitzer (Director) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,854
Expenses
$44,113
Net Income
$52,741
Net Assets
$298,023
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,912
81.5%
Program Services $1,329
1.4%
Investment Income $2,188
2.3%
Net Fundraising $0
Sales of Assets $7,225
7.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $298,023
Total Liabilities $0
Net Assets $298,023
Compensation
Key Employees and Officers Compensation Other
Jay Silverberg (President) $0 $0
Dr Phyllis Leffler (Immediate Past President) $0 $0
Dr Josh Parshall (Vice President) $0 $0
Dr Marni Davis (Secretary) $0 $0
Dr David A Meola (Treasurer) $0 $0
Sharon Fahrer (Director) $0 $0
Karen Franklin (Director) $0 $0
Dr Joshua Furman (Director) $0 $0
Dr Eric Goldstein (Director) $0 $0
Dr Dana Herman (Director) $0 $0
Jeremy Katz (Director) $0 $0
Stephen Krause (Director) $0 $0
Dr Adam Meyer (Director) $0 $0
Dr Shari Rabin (Director) $0 $0
Dr Ellen Umansky (Director) $0 $0
Dr Bernard Wax (Board Member Emeritus) $0 $0

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Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$58,066
Expenses
$69,521
Net Income
-$11,455
Net Assets
$213,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,058
50.0%
Program Services $18,816
32.4%
Investment Income $2,272
3.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $213,474
Total Liabilities $0
Net Assets $213,474
Compensation
Key Employees and Officers Compensation Other
Dr Phyllis Leffler (President) $0 $0
Dr Dan Puckett (Immediate Past President) $0 $0
Jay Silverberg (Vice President/President Elect) $0 $0
Dr Eric Goldstein (Secretary) $0 $0
Dr David A Meola (Treasurer) $0 $0
Dr Ronald Bayor (Director) $0 $0
Dr Michael Cohen (Director) $0 $0
Sharon Fahrer (Director) $0 $0
Dr Dana Herman (Director) $0 $0
Jeremy Katz (Director) $0 $0
Dr Adam Meyer (Director) $0 $0
Dr Josh Parshall (Director) $0 $0
Jim Pfeifer (Director) $0 $0
Dr Shari Rabin (Director) $0 $0
Teri Tillman (Director) $0 $0
Bernard Wax (Board Member Emeritus) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,244
Expenses
$48,505
Net Income
$18,739
Net Assets
$231,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,431
60.1%
Program Services $9,233
13.7%
Investment Income $3,405
5.1%
Net Fundraising $0
Sales of Assets $2,871
4.3%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $231,071
Total Liabilities $0
Net Assets $231,071
Compensation
Key Employees and Officers Compensation Other
Dr Phyllis Leffler (President) $0 $0
Dr Dan Puckett (Immediate Past President) $0 $0
Jay Silverberg (Vice President/President Elect) $0 $0
Dr Eric Goldstein (Secretary) $0 $0
Dr David A Meola (Treasurer) $0 $0
Dr Ronald Bayor (Director) $0 $0
Dr Michael Cohen (Director) $0 $0
Sharon Fahrer (Director) $0 $0
Dr Dana Herman (Director) $0 $0
Jeremy Katz (Director) $0 $0
Dr Adam Meyer (Director) $0 $0
Dr Josh Parshall (Director) $0 $0
Jim Pfeifer (Director) $0 $0
Dr Shari Rabin (Director) $0 $0
Teri Tillman (Director) $0 $0
Bernard Wax (Board Member Emeritus) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,945
Expenses
$49,154
Net Income
$3,791
Net Assets
$214,587
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,928
58.4%
Program Services $3,009
5.7%
Investment Income $3,934
7.4%
Net Fundraising $0
Sales of Assets $3,161
6.0%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $214,587
Total Liabilities $0
Net Assets $214,587
Compensation
Key Employees and Officers Compensation Other
Dr Dan Puckett (President) $0 $0
Dr Phyllis Leffler (Vice President/President Elect) $0 $0
Dr Eric Goldstein (Secretary) $0 $0
Lester E Bergen (Treasurer) $0 $0
Dr Ellen M Umansky (Immediate Past President) $0 $0
Dr Ronald Bayor (Director) $0 $0
Dr Michael Cohen (Director) $0 $0
Sharon Fahrer (Director) $0 $0
Dr Dana Herman (Director) $0 $0
Jeremy Katz (Director) $0 $0
Dr Adam Meyer (Director) $0 $0
Dr Josh Parshall (Director) $0 $0
Jim Pfeifer (Director) $0 $0
Teri Tillman (Director) $0 $0
Bernard Wax (Board Member Emeritus) $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$66,497
Expenses
$44,613
Net Income
$21,884
Net Assets
$208,865
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,678
62.7%
Program Services $5,811
8.7%
Investment Income $2,683
4.0%
Net Fundraising $0
Sales of Assets $4,953
7.4%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $208,865
Total Liabilities $0
Net Assets $208,865
Compensation
Key Employees and Officers Compensation Other
Dr Dan Puckett (President) $0 $0
Dr Phyllis Leffler (Vice President/President Elect) $0 $0
Dr Eric Goldstein (Secretary) $0 $0
Lester E Bergen (Treasurer) $0 $0
Dr Ellen M Umansky (Immediate Past President) $0 $0
Dr Ronald Bayor (Director) $0 $0
Perry Brickman Dds (Director) $0 $0
Dr Michael Cohen (Director) $0 $0
Bonnie Eisenman (Director) $0 $0
Sol Kimerling (Director) $0 $0
Dr Peggy Pearlstein (Director) $0 $0
Jim Pfeifer (Director) $0 $0
Jay Silverberg (Director) $0 $0
Dr Jarrod Tanny (Director) $0 $0
Teri Tillman (Director) $0 $0
Bernard Wax (Board Member Emeritus) $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$16,775
Expenses
$12,449
Net Income
$4,326
Net Assets
$180,267
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,656
69.5%
Program Services $408
2.4%
Investment Income $856
5.1%
Net Fundraising $0
Sales of Assets -$2,043
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $180,267
Total Liabilities $0
Net Assets $180,267

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,900
Expenses
$54,452
Net Income
$448
Net Assets
$172,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,642
32.1%
Program Services $21,892
39.9%
Investment Income $2,311
4.2%
Net Fundraising $0
Sales of Assets $2,197
4.0%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $172,225
Total Liabilities $0
Net Assets $172,225
Compensation
Key Employees and Officers Compensation Other
Dr Ellen M Umansky (President) $0 $0
Dr Dan Puckett (Vp/President Elect) $0 $0
Dr Phyllis Leffler (Secretary) $0 $0
Lester E Bergen (Treasurer) $0 $0
Dr Dale Rosengarten (Immediate Past President) $0 $0
Dr Ronald Bayor (Director) $0 $0
Perry Brickman (Director) $0 $0
Dr Michael Cohen (Director) $0 $0
Bonnie Eisenman (Director) $0 $0
Sol Kimerling (Director) $0 $0
Dr Peggy Pearlstein (Director) $0 $0
Jim Pfeifer (Director) $0 $0
Jay Silverberg (Director) $0 $0
Dr Jarrod Tanny (Director, Membership Chair) $0 $0
Teri Tillman (Director) $0 $0
Bernard Wax (Board Member Emeritus) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,484
Expenses
$42,791
Net Income
$16,693
Net Assets
$177,852
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,285
49.2%
Program Services $8,573
14.4%
Investment Income $2,014
3.4%
Net Fundraising $0
Sales of Assets $6,419
10.8%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $177,852
Total Liabilities $0
Net Assets $177,852
Compensation
Key Employees and Officers Compensation Other
Dr Ellen M Umansky (President) $0 $0
Dr Dan Puckett (Vp/President Elect) $0 $0
Dr Phyllis Leffler (Secretary) $0 $0
Lester E Bergen (Treasurer) $0 $0
Dr Jean K Roseman (Corresponding Secretary) $0 $0
Dr Dale Rosengarten (Immediate Past President) $0 $0
Stephen Bodzin (Director) $0 $0
Perry Brickman (Director) $0 $0
Bonnie Eisenman (Director) $0 $0
Robert Gillette (Director) $0 $0
Gil Halpern (Director) $0 $0
Sol Kimerling (Director) $0 $0
Beth L Orlansky (Director) $0 $0
Dr Peggy Pearlstein (Director) $0 $0
Jay Silverberg (Director) $0 $0
Dr Jarrod Tanny (Director, Membership Chair) $0 $0
Bernard Wax (Board Member Emeritus) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$48,692
Expenses
$40,053
Net Income
$8,639
Net Assets
$164,328
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,240
41.6%
Program Services $9,167
18.8%
Investment Income $1,518
3.1%
Net Fundraising $0
Sales of Assets $5,661
11.6%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $164,328
Total Liabilities $0
Net Assets $164,328
Compensation
Key Employees and Officers Compensation Other
Dr Dale Rosengarten (President) $0 $0
Dr Ellen M Umansky (Vp/President Elect) $0 $0
Dr Phyllis Leffler (Secretary) $0 $0
Lester E Bergen (Treasurer) $0 $0
Dr Jean K Roseman (Corresponding Secretary) $0 $0
Dr Stuart Rockoff (Immediate Past President) $0 $0
Rachel Bergstein (Director) $0 $0
Barbara Bernstein (Director) $0 $0
Rabbi P Irving Bloom (Director) $0 $0
Stephen Bodzin (Director) $0 $0
Robert Gillette (Director) $0 $0
Gil Halpern (Director) $0 $0
May Lynn Mansbach (Director) $0 $0
Beth L Orlansky (Director) $0 $0
Dr Dan Puckett (Director) $0 $0
Dr Lee Shai Weissbach (Director) $0 $0
Bernard Wax (Board Member Emeritus) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,681
Expenses
$37,357
Net Income
$9,324
Net Assets
$149,783
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,475
48.1%
Program Services $7,274
15.6%
Investment Income $1,706
3.7%
Net Fundraising $0
Sales of Assets $1,738
3.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $149,783
Total Liabilities $0
Net Assets $149,783

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$36,769
Expenses
$35,448
Net Income
$1,321
Net Assets
$132,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,578
39.6%
Program Services $10,350
28.1%
Investment Income $1,787
4.9%
Net Fundraising $0
Sales of Assets -$2,744
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $132,176
Total Liabilities $0
Net Assets $132,176

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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