Civic Intelligence

Plum Street Temple Historic Preservation Fund

EIN 31-1469807 • 501(c)3 • Cincinnati, OH

Profile

To obtain funding for and conduct appropriate activities for the maintenance and preservation of the real estate and improvements thereon, known as plum street temple, cincinnati, ohio.

Refreshing map…

8329 Ridge RoadCincinnati, OH 45236

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

22nd percentile

-6.7%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-8.9%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$18,355,714

Up $2,991,905 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$18,355,714

Up $2,991,905 (+19%) from 2020

Revenue

Up

$693,767

Up $119,278 (+21%) from 2020

Expenses

Up

$740,056

Up $389,246 (+111%) from 2020

Net Income

Down

-$46,289

Down $269,968 (-121%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $7,026,498Liabilities 2010: $24,116Net Assets 2010: $7,002,3822010Assets 2011: $6,858,417Liabilities 2011: $2,353Net Assets 2011: $6,856,0642011Assets 2012: $8,415,155Liabilities 2012: $15,356Net Assets 2012: $8,399,7992012Assets 2013: $9,890,351Liabilities 2013: $9,463Net Assets 2013: $9,880,8882013Assets 2014: $10,016,181Liabilities 2014: $77,623Net Assets 2014: $9,938,5582014Assets 2016: $10,293,414Liabilities 2016: $117,816Net Assets 2016: $10,175,5982016Assets 2017: $12,064,985Liabilities 2017: $0Net Assets 2017: $12,064,9852017Assets 2018: $11,423,738Liabilities 2018: $0Net Assets 2018: $11,423,7382018Assets 2019: $13,614,754Liabilities 2019: $0Net Assets 2019: $13,614,7542019Assets 2020: $15,363,809Liabilities 2020: $0Net Assets 2020: $15,363,8092020Assets 2024: $18,355,714Liabilities 2024: $0Net Assets 2024: $18,355,7142024

Highlighted filing

2024

Assets$18,355,714
Liabilities$0
Net Assets$18,355,714

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $223,1962010Expenses 2011: $161,2662011Expenses 2012: $363,5952012Revenue 2013: $662,875Expenses 2013: $396,495Net Income 2013: $266,3802013Revenue 2014: $1,026,140Expenses 2014: $582,657Net Income 2014: $443,4832014Revenue 2016: $887,172Expenses 2016: $506,391Net Income 2016: $380,7812016Revenue 2017: $1,675,035Expenses 2017: $651,489Net Income 2017: $1,023,5462017Revenue 2018: $1,184,330Expenses 2018: $400,542Net Income 2018: $783,7882018Revenue 2019: $1,417,254Expenses 2019: $585,096Net Income 2019: $832,1582019Revenue 2020: $574,489Expenses 2020: $350,810Net Income 2020: $223,6792020Revenue 2024: $693,767Expenses 2024: $740,056Net Income 2024: -$46,2892024

Highlighted filing

2024

Revenue$693,767
Expenses$740,056
Net Income-$46,289

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.1
Gross Receipts
$3,009,592
Mission and Program Overview

Mission

To obtain funding for and conduct appropriate activities for the maintenance and preservation of the real estate and improvements thereon, known as plum street temple, cincinnati, ohio.

To obtain funding for and conduct appropriate activities for the maintenance and preservation of the plum street temple, cincinnati, ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,238,395$18,200,501▲ $1,962,106
Savings and Temporary Cash Investments$325,425$145,803▼ $179,622
Accounts Receivable$10,343$9,410▼ $933
Total Assets$16,574,163$18,355,714▲ $1,781,551
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,574,163$18,355,714▲ $1,781,551
Total Net Assets Fund Balance$16,574,163$18,355,714▲ $1,781,551
Total Liabilities and Net Assets / Fund Balance$16,574,163$18,355,714▲ $1,781,551
Compensation and Service Providers

Board Members and Trustees

NameTitle
Louis ClaybonImmediate Past President
Jonathan ChaikenPresident
Stephen LazarusVice President
David SnyderTrustee
Debbie RidenourTrustee
Dr Edward LoftspringTrustee
Gayle WarmTrustee
Jeff SternTrustee
Karen GoodmanTrustee
Lewis KamrassTrustee
Peter SternTrustee
Robert WeilTrustee
Ronald LoftspringTrustee
Sally SchottTrustee
Trudy CraigTrustee
Rick KantorSecretary
Stephanie KaplanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$286,541
Program Service Revenue
$0
Investment Income
$407,226
Other Revenue
$0
All Other Contributions
$286,541
Change in Net Assets
$-46,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$740,056
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$23,730$32,770-$56,500
Other Expenses$33,117$43,097-$33,117
Fees for Services Accounting-$11,800-$11,800
All Other Expenses$6,010$186-$6,196
Office Expenses$3,177--$3,177
Total Functional Expenses$652,203$87,853$0$740,056
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The trustees will be notified that the 990 is available for their review from time x to time x (prior to the filing deadline) at the business office. Notification will be through e-mail to the board members. The 990 is subject to approval by the board before it is filed.

Form 990, Part VI, Section B, Line 12C

Board of directors reviews policy and compliance annually.

Form 990, Part VI, Section C, Line 19

The organization's governing documents and financial statements are available to the public only upon request.

Filing and Contact Details

Filer

Filer Name
Plum Street Temple
EIN
31-1469807
Phone
5137932556
Address
8329 RIDGE ROAD, CINCINNATI, OH 45236

Signing Officer

Name
Jonathan Chaiken
Title
Board President
Phone
5137932556
Signed
2025-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Chaiken
Formed
1866
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Mellott & Mellott Pll
Address
312 WALNUT STREET - SUITE 2500, CINCINNATI, OH 45202-4025
Preparer
Gregory a Deyhle
Phone
5132412940
Supplemental Narrative

Additional Explanations

Page 12, Part XII, Line 1

NO CHANGE IN PROCESS

Financial Statement Notes

PART X, LINE 2:

The fund is exempt from income tax under section 501(c)(3) of the internal revenue code. The fund has not entered into any transactions which would subject it to unrelated business income tax. In the normal course of business, the fund is subject to examination by various taxing authorities. Although the outcome of tax audits is always uncertain, the fund believes that there are no significant unrecognized tax liabilities at december 31, 2024 and 2023.

Raw XML AppendixShowing 400 of 463 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsReceivableGrp/BOYAmt010343
IRS990/AccountsReceivableGrp/EOYAmt09410
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO OBTAIN FUNDING FOR AND CONDUCT APPROPRIATE ACTIVITIES FOR THE MAINTENANCE AND PRESERVATION OF THE PLUM STREET TEMPLE, CINCINNATI, OHIO.
IRS990/AllOtherContributionsAmt0286541
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0186
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06010
IRS990/AllOtherExpensesGrp/TotalAmt06196
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEPHANIE KAPLAN TREASURER
IRS990/BooksInCareOfDetail/PhoneNum05137932556
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08329 RIDGE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045236
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0286541
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0407226
IRS990/CYOtherExpensesAmt0740056
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-46289
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0740056
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0693767
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO OBTAIN FUNDING FOR AND CONDUCT APPROPRIATE ACTIVITIES FOR THE MAINTENANCE AND PRESERVATION OF THE REAL ESTATE AND IMPROVEMENTS THEREON, KNOWN AS PLUM STREET TEMPLE, CINCINNATI, OHIO.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0652203
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011800
IRS990/FeesForServicesAccountingGrp/TotalAmt011800
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt032770
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt023730
IRS990/FeesForServicesManagementGrp/TotalAmt056500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0LOUIS CLAYBON
IRS990/Form990PartVIISectionAGrp/PersonNm1SALLY SCHOTT
IRS990/Form990PartVIISectionAGrp/PersonNm2LEWIS KAMRASS
IRS990/Form990PartVIISectionAGrp/PersonNm3RONALD LOFTSPRING
IRS990/Form990PartVIISectionAGrp/PersonNm4DR EDWARD LOFTSPRING
IRS990/Form990PartVIISectionAGrp/PersonNm5DEBBIE RIDENOUR
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT WEIL
IRS990/Form990PartVIISectionAGrp/PersonNm8PETER STERN
IRS990/Form990PartVIISectionAGrp/PersonNm9GAYLE WARM
IRS990/Form990PartVIISectionAGrp/PersonNm10TRUDY CRAIG
IRS990/Form990PartVIISectionAGrp/PersonNm11KAREN GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JEFF STERN
IRS990/Form990PartVIISectionAGrp/PersonNm13JONATHAN CHAIKEN
IRS990/Form990PartVIISectionAGrp/PersonNm14RICK KANTOR
IRS990/Form990PartVIISectionAGrp/PersonNm15STEPHEN LAZARUS
IRS990/Form990PartVIISectionAGrp/PersonNm16STEPHANIE KAPLAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01866
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-18830
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02296995
IRS990/GrossReceiptsAmt03009592
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0426056
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0426056
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016238395
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018200501
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02315825
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OBTAIN FUNDING FOR AND CONDUCT APPROPRIATE ACTIVITIES FOR THE MAINTENANCE AND PRESERVATION OF THE REAL ESTATE AND IMPROVEMENTS THEREON, KNOWN AS PLUM STREET TEMPLE, CINCINNATI, OHIO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016574163
IRS990/NetAssetsOrFundBalancesEOYAmt018355714
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-18830
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-18830
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01827840
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016574163
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018355714
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt03177
IRS990/OfficeExpensesGrp/TotalAmt03177
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1INSURANCE
IRS990/OtherExpensesGrp/Desc2INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt043097
IRS990/OtherExpensesGrp/ProgramServicesAmt0476856
IRS990/OtherExpensesGrp/ProgramServicesAmt1109313
IRS990/OtherExpensesGrp/ProgramServicesAmt233117
IRS990/OtherExpensesGrp/TotalAmt0476856
IRS990/OtherExpensesGrp/TotalAmt1109313
IRS990/OtherExpensesGrp/TotalAmt243097
IRS990/OtherExpensesGrp/TotalAmt333117
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JONATHAN CHAIKEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0200483
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0561106
IRS990/PYOtherExpensesAmt0867076
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-105487
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0867076
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0761589
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-46289
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0325425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0145803
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0286541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0200483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0314893
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0238950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0251914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01292781
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0426056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0388093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0324107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0381582
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0322747
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01842585
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41230
IRS990ScheduleA/PublicSupportPY170Pct00.42260
IRS990ScheduleA/PublicSupportTotal170Amt01292781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0286541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0314893
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0238950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0251914
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01292781
IRS990ScheduleA/TotalSupportAmt03135366
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FUND HAS NOT ENTERED INTO ANY TRANSACTIONS WHICH WOULD SUBJECT IT TO UNRELATED BUSINESS INCOME TAX. IN THE NORMAL COURSE OF BUSINESS, THE FUND IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE FUND BELIEVES THAT THERE ARE NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2024 AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES WILL BE NOTIFIED THAT THE 990 IS AVAILABLE FOR THEIR REVIEW FROM TIME X TO TIME X (PRIOR TO THE FILING DEADLINE) AT THE BUSINESS OFFICE. NOTIFICATION WILL BE THROUGH E-MAIL TO THE BOARD MEMBERS. THE 990 IS SUBJECT TO APPROVAL BY THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS REVIEWS POLICY AND COMPLIANCE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ONLY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGE IN PROCESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PAGE 12, PART XII, LINE 1
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ISAAC M WISE TEMPLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310536987
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS ORGANIZATION - JEWISH TEMPLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08329 RIDGE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045236
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt056500
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt156500
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2140659
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3713
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PLUM STREET TEMPLE PAYS ISAAC M WISE TEMPLE COMPENSATION FOR MANAGEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WHICH INCLUDES OPERATION OF THE FACILITY AND FINANCIAL MANAGEMENT AND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3PLUM STREET TEMPLE PAYS ISAAC M WISE TEMPLE COMPENSATION FOR MANAGEMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4WHICH INCLUDES OPERATION OF THE FACILITY AND FINANCIAL MANAGEMENT AND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt5SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt6ISAAC M WISE TEMPLE COLLECTS ASSESSMENTS ON BEHALF OF PLUM STREET TEMPLE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt7PLUM STREET TEMPLE PAYS ISAAC M WISE TEMPLE FOR RENOVATIONS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt8ISAAC M WISE TEMPLE SHARED REVENUE FROM AN EVENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3R
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt016574163
IRS990/TotalAssetsEOYAmt018355714
IRS990/TotalAssetsGrp/BOYAmt016574163
IRS990/TotalAssetsGrp/EOYAmt018355714
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0286541
IRS990/TotalEmployeeCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.