Civic Intelligence

Arizona Jewish Historical Soci

EIN 86-0410245 • 501(c)3 • Phoenix, AZ

Profile

Preserving the rich heritage of arizonas jewish communities, educating the public about jewish contributions to arizona life, and promoting awareness of our states diverse history

122 E Culver StPhoenix, AZ 85004

www.azjhs.org

Siviq Scores

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

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.21x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

10th percentile

$35,200

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

99th percentile

482%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

3108%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$36,467,926

Up $30,206,174 (+482%) from 2023

Liabilities

Up

$3,796,061

Up $3,786,929 (+41469%) from 2023

Net Assets

Up

$32,671,865

Up $26,419,245 (+423%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin98th percentile

Revenue

Up

$18,400,003

Up $17,826,455 (+3108%) from 2023

Expenses

Up

$1,263,355

Up $1,005,400 (+390%) from 2023

Net Income

Up

$17,136,648

Up $16,821,055 (+5330%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$40M$30M$20M$10M$0Assets 2011: $2,454,105Liabilities 2011: $0Net Assets 2011: $2,454,1052011Assets 2012: $2,356,619Liabilities 2012: $0Net Assets 2012: $2,356,6192012Assets 2013: $2,315,679Liabilities 2013: $0Net Assets 2013: $2,315,6792013Assets 2014: $2,266,304Liabilities 2014: $5,000Net Assets 2014: $2,261,3042014Assets 2015: $2,180,081Liabilities 2015: $10,410Net Assets 2015: $2,169,6712015Assets 2016: $2,116,918Liabilities 2016: $37,953Net Assets 2016: $2,078,9652016Assets 2017: $2,093,089Liabilities 2017: $5,222Net Assets 2017: $2,087,8672017Assets 2018: $2,211,518Liabilities 2018: $21,418Net Assets 2018: $2,190,1002018Assets 2019: $2,169,075Liabilities 2019: $156Net Assets 2019: $2,168,9192019Assets 2020: $2,141,360Liabilities 2020: $0Net Assets 2020: $2,141,3602020Assets 2021: $2,599,495Liabilities 2021: $0Net Assets 2021: $2,599,4952021Assets 2022: $3,703,562Liabilities 2022: $0Net Assets 2022: $3,703,5622022Assets 2023: $6,261,752Liabilities 2023: $9,132Net Assets 2023: $6,252,6202023Assets 2024: $36,467,926Liabilities 2024: $3,796,061Net Assets 2024: $32,671,8652024

Highlighted filing

2024

Assets$36,467,926
Liabilities$3,796,061
Net Assets$32,671,865
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $453,9822011Revenue 2012: $291,491Expenses 2012: $388,977Net Income 2012: -$97,4862012Revenue 2013: $279,777Expenses 2013: $320,717Net Income 2013: -$40,9402013Revenue 2014: $281,971Expenses 2014: $336,346Net Income 2014: -$54,3752014Revenue 2015: $281,656Expenses 2015: $373,289Net Income 2015: -$91,6332015Revenue 2016: $340,309Expenses 2016: $431,015Net Income 2016: -$90,7062016Revenue 2017: $433,428Expenses 2017: $424,526Net Income 2017: $8,9022017Revenue 2018: $651,520Expenses 2018: $549,287Net Income 2018: $102,2332018Revenue 2019: $612,421Expenses 2019: $633,602Net Income 2019: -$21,1812019Revenue 2020: $550,829Expenses 2020: $578,388Net Income 2020: -$27,5592020Revenue 2021: $1,054,731Expenses 2021: $596,596Net Income 2021: $458,1352021Revenue 2022: $1,929,442Expenses 2022: $825,375Net Income 2022: $1,104,0672022Revenue 2023: $573,548Expenses 2023: $257,955Net Income 2023: $315,5932023Revenue 2024: $18,400,003Expenses 2024: $1,263,355Net Income 2024: $17,136,6482024

Highlighted filing

2024

Revenue$18,400,003
Expenses$1,263,355
Net Income$17,136,648
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$36,467,926
Liabilities
$3,796,061
Net assets
$32,671,865
Revenue
$18,400,003
Expenses
$1,263,355
Net income
$17,136,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$3.80$32.7$18.4$1.26$17.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$0.01$6.25$0.57$0.26$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$1.93$0.83$1.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.00$2.60$1.05$0.60$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.55$0.58$0.03
2019Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$0.61$0.63$0.02
2018Summary only. Only limited summary data is available for this year.$2.21$0.02$2.19$0.65$0.55$0.10
2017Summary only. Only limited summary data is available for this year.$2.09$0.01$2.09$0.43$0.42$0.01
2016Summary only. Only limited summary data is available for this year.$2.12$0.04$2.08$0.34$0.43$0.09
2015Summary only. Only limited summary data is available for this year.$2.18$0.01$2.17$0.28$0.37$0.09
2014Summary only. Only limited summary data is available for this year.$2.27$0.01$2.26$0.28$0.34$0.05
2013Summary only. Only limited summary data is available for this year.$2.32$0.00$2.32$0.28$0.32$0.04
2012Summary only. Only limited summary data is available for this year.$2.36$0.00$2.36$0.29$0.39$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.00$2.45$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$18,416,188
Mission and Program Overview

Mission

Preserving the rich heritage of arizonas jewish communities, educating the public about jewish contributions to arizona life, and promoting awareness of our states diverse history

AZJHS is committed to preserving Jewish history in Arizona through archives, exhibitions, education, and community engagement. Their mission is to preserve, education, and promote awareness of Jewish and state history; their vision is to inspire visitors to stand against hatred and bigotry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,701,698$16,289,745▲ $13,588,047
Pledges and Grants Receivable-$14,723,112-
Land, Buildings, and Equipment, Net$1,600,817$3,954,740▲ $2,353,923
Cash and Non-Interest-Bearing Accounts$101,698$1,095,164▲ $993,466
Savings and Temporary Cash Investments$742,044$118,584▼ $623,460
Accounts Receivable-$66,204-
Intangible Assets$15,000--
Prepaid Expenses and Deferred Charges$954,419$3,720▼ $950,699
Total Assets$6,261,752$36,467,926▲ $30,206,174
Other Assets Total$146,076$216,657▲ $70,581
Liabilities
Deferred Revenue-$3,510,760-
Accounts Payable and Accrued Expenses-$285,301-
Other Liabilities$9,132--
Total Liabilities$9,132$3,796,061▲ $3,786,929
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,342,622$2,647,197▲ $304,575
Total Net Assets Fund Balance$6,252,620$32,671,865▲ $26,419,245
Total Liabilities and Net Assets / Fund Balance$6,261,752$36,467,926▲ $30,206,174

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,242,503$66,634$2,309,137
Buildings$1,198,724$631,248$1,829,972
Land$500,000-$500,000
Equipment$13,513$187,888$201,401
Leasehold Improvements$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$53,277-▲ $2,305-$55,582
2023$49,362-▲ $3,915-$53,277
2022$34,455$10,979▲ $4,242-$49,362
2021$41,796-▼ $5,661-$34,455
2020$36,720-▲ $6,496-$41,796
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alisa ChatinskyExecutive DirectorPT$35,200$35,200

Board Members and Trustees

NameTitle
Chuck GealerPresident
Rick NaimarkExecutive Vice President
Abraham James IIIBoard Member
Adena BernsteinBoard Member
Andrew AbrahamBoard Member
Barbara LewkowitzBoard Member
Cassandra J Mason-MotzBoard Member
Donna ReinerBoard Member
Dr Michael PachtmanBoard Member
Dr Robert KravetzBoard Member
Emily GarberBoard Member
Howard AtlasBoard Member
Joe SegalBoard Member
Judy SternBoard Member
Lawrence CutlerBoard Member
Steve HiltonBoard Member
Susan SacksBoard Member
Susie Weil ErnstBoard Member
Tammy WallerBoard Member
Dr Vicki CabotSecretary
Mel KesslerTreasurer
Mark SendrowVP - Communications & Outreach
Stu SieferVP - Education Y Programming
Dena Rosen BenjaminVP - Fund Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Frank JacobsonFundraising for Capital Campaign8113 E Del Caverna Dr, Scottsdale, AZ 85258$162,500
Revenue and Support

Revenue Composition

Contributions and Grants
$18,179,463
Program Service Revenue
$142,087
Investment Income
$78,453
Other Revenue
$0
All Other Contributions
$5,718,625
Change in Net Assets
$17,136,648

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$656,611
Salaries, Compensation, and Employee Benefits$423,925
Total Fundraising Expense$341,654
Professional Fundraising Fees$182,819
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$146,304$74,778$104,039$325,121
Fees for Services Professional Fundraising--$182,819$182,819
Fees for Services Other$124,964$6,942$6,942$138,848
Occupancy$87,789$4,877$4,877$97,543
Fees for Services Accounting-$93,898-$93,898
Advertising$78,052$4,336$4,336$86,724
Insurance$37,520$2,084$2,084$41,688
Current Officers, Directors, Trustees, and Key Employees$15,841$8,095$11,264$35,200
Other Employee Benefits$13,277$6,786$9,441$29,504
Information Technology$25,429$1,413$1,413$28,255
Payroll Taxes$12,592$6,436$8,954$27,982
Office Expenses$19,325$1,074$1,074$21,473
Fees for Services Legal-$17,372-$17,372
Fees for Service Investment Mgmnt Fees-$16,773-$16,773
Depreciation Depletion$11,296$628$628$12,552
Other Expenses$25,605$8,913$1,423$8,913
Conferences and Meetings$5,508$306$306$6,120
Pension Plan Contributions$2,753$1,407$1,958$6,118
Travel$1,726$96$96$1,918
Total Functional Expenses$607,981$313,720$341,654$1,263,355

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$182,819
Fundraising Direct Expenses$16,185
Fundraising Gross Income$16,185

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$179,596$16,185$16,185$0
Event 2-$0-$0
Total Events$179,596$16,185$16,185$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
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 2

“Board members Barbara Lewkowitz and Joe Segal are cousins.”

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

“The organization provides a complete copy of the form 990 tax return to the entire Board of Directors for their review, comment and approval prior to filing.”

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

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy. Officers and directors are required to disclose on an ongoing basis and at least annually interests that could give rise to conflicts.”

Form 990, Part VI, Section B, Line 15A and B

“The process for determining compensation includes a review and approval by independent persons, comparability data, and/or contemporaneous substantiation of the deliberation and decision for the top management and any key employees.”

Form 990, Part VI, Section C, Line 19

“The organization provides, in a timely manner, copies of all governing documents, including conflict of interest policies and financial statements when requested in writing or in person.”

Filing and Contact Details

Filer

Filer Name
Arizona Jewish Historical Society
EIN
86-0410245
Phone
6022417870
Address
122 E Culver St, Phoenix, AZ 85004

Signing Officer

Name
Bruce Tucker
Title
CFO/Controller
Signed
2025-10-13
Discuss with paid preparer
No

Organization Details

Formed
1981
Legal Domicile
Az
Voting Board Members
24
Independent Board Members
24
Employees
17
Volunteers
43

Preparer

Firm
Stevenson CPA LLC
Address
24 W Camelback Rd Suite A568, Phoenix, AZ 85013
Preparer
Lisa Stevenson
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 8

“The change from cash (modified) to accrual resulted in a significant difference in revenue/receivables and fixed assets/expenses for the year ending 12/31/2023.”

Form 990, Part XII, Line 1

“The organization changed its method of accounting from modified cash to accrual in 2024.”

Financial Statement Notes

Part III, Line 4

“Photographs, historical documents, and relics that preserve the rich and diverse history of the Jewish Community in Arizona.”

Raw XML AppendixShowing 400 of 777 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.

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IRS990/Desc0The Arizona Jewish Historical Society preserves and celebrates the rich heritage of Arizona's Jewish Communities, educates the public about Jewish contributions to Arizona and American life, and promotes awareness of the states diverse history through arts, culture, and educational programming. As part of the mission, the Society has restored Phoenix's first synagogue building as the Cutler-Plotkin Jewish Heritage Center, a museum, cultural center, and event venue open to people of all faiths. Regular exhibitions are run at the center, including an interactive Holographic display of local Holocaust survivor Oskar Knoblauch. In addition, the AZJHS sponsors a documentary film series, book discussion groups, a genealogy group, musical concerts, Holocaust education programs, and a Surviving Humanity series in which they host survivors of other acts of persecution unrelated to the Holocaust. The programming is designed to demonstrate that prejudice and hatred flow in many different directions. The goal of the programs are designed to promote respect, mutual understanding, and peace among people of all races and religions. Approximately 15,000 people have attended the programs and exhibitions either on-site or online this past year. The Organization is currently raising funding to build a Holocaust Education Center on their site.
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IRS990/Form990PartVIISectionAGrp/PersonNm17Lawrence Cutler
IRS990/Form990PartVIISectionAGrp/PersonNm18Dr Michael Pachtman
IRS990/Form990PartVIISectionAGrp/PersonNm19Dr Robert Kravetz
IRS990/Form990PartVIISectionAGrp/PersonNm20Steve Hilton
IRS990/Form990PartVIISectionAGrp/PersonNm21Susan Sacks
IRS990/Form990PartVIISectionAGrp/PersonNm22Susie Weil Ernst
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IRS990/MissionDesc0The Arizona Jewish Historical Society preserves and celebrates the rich heritage of Arizona's Jewish communities, educates the public about the Jewish historical experience including the Holocaust, and promotes awareness of our state's diverse history through arts, culture, and educational programming. Inspiring visitors to learn from history, to become up standers, and to work toward a world without hatred and bigotry.
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