2024-09-26T08:36:22-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-01-01 363156154 HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC HOLO 8479674800 9603 WOODS DRIVE SKOKIE IL 60077 ROBERT EISENSTADT TREASURER 8479674800 2024-08-29 1 1 LU ANN TRAPP P01506476 3122071040 2024-08-29 2023 2024-08-08 14:25:15Z ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER ROB ROMANOFF 9603 WOODS DRIVE SKOKIE IL 60077 28842463 0 X WWW.ILHOLOCAUSTMUSEUM.ORG X 1981 IL TO RECORD, REMEMBER, AND EDUCATE THE PUBLIC ABOUT THE HOLOCAUST AND HOW IT RELATES TO CURRENT ISSUES. 71 71 53 257 22768 0 16267627 9535528 772011 673295 1042994 1382637 1241964 731382 19324596 12322842 0 0 0 0 3318462 3901641 0 0 1365128 6050039 7084663 9368501 10986304 9956095 1336538 79538831 83680036 3196758 3845805 76342073 79834231 X THE ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER IS DEDICATED TO PRESERVING THE LEGACY OF THE HOLOCAUST BY HONORING THE MEMORIES OF THOSE WHO WERE LOST AND BY TEACHING UNIVERSAL LESSONS THAT COMBAT HATRED, PREJUDICE AND INDIFFERENCE. 1 0 5764627 624914 ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER'S PERMANENT COLLECTION CONSISTS OF OVER 30,000 ITEMS FORMERLY BELONGING TO HOLOCAUST VICTIMS AND SURVIVORS. THESE PRECIOUS ARTIFACTS WERE DONATED BY INDIVIDUALS LIVING PRIMARILY IN THE MIDWEST WHO DIRECTLY EXPERIENCED THE HOLOCAUST. THE MUSEUM, AS CUSTODIANS OF THESE ITEMS, USES THEM TO TELL THE STORIES OF OUR LOCAL SURVIVOR COMMUNITY. 1634941 56771 THE MUSEUM HOSTS A WIDE ARRAY OF FILMS, DISCUSSIONS, LECTURES, CONCERTS AND FAMILY PROGRAMS TO PROBE MORE DEEPLY INTO ASPECTS OF CIVIL RIGHTS, HUMAN RIGHTS, TOLERANCE AND HISTORY. EDUCATIONAL PROGRAMMING AND OUTREACH AT THE MUSEUM PROVIDE FORUMS FOR VISITORS TO LEARN ABOUT THE HISTORICAL AND CONTEMPORARY IMPLICATIONS OF THE HOLOCAUST, GENOCIDE AND INJUSTICE AND TO BECOME ADVOCATES FOR CHANGE. DOCENT-LED AND SELF-GUIDED TOURS ARE AVAILABLE FOR SCHOOLS, COMMUNITY ORGANIZATIONS, AND THE PUBLIC. 1026788 4904 THE MUSEUM HAS 4 PERMANENT EXHIBITION SPACES, 2 TEMPORARY/SPECIAL EXHIBITION GALLERIES, AND 2 MEMORIAL ROOMS, THE ROOM OF REMEMBRANCE AND HALL OF REFLECTION. THE PERMANENT EXHIBITIONS INCLUDE: 1. THE KARKOMI HOLOCAUST EXHIBITION 2. MAKE A DIFFERENCE! THE HARVEY L. MILLER FAMILY YOUTH EXHIBITION 3. TAKE A STAND CENTER 4. JOURNEY BACK, A VR EXPERIENCE.ROOM OF REMEMBRANCE AND HALL OF REFLECTION ARE MEMORIAL SPACES.FOR A JOURNEY BACK, A VR EXPERIENCE -EMPLOYS CUTTING-EDGE TECHNOLOGY TO ENGAGE VISITORS ON A VIRTUAL REALITY JOURNEY AS THEY TRAVEL THROUGH CONCENTRATION CAMPS WITH HOLOCAUST SURVIVORS WHO EXPERIENCED THEM. THE EXHIBITION IS A GLOBAL GAME-CHANGER, REVOLUTIONIZING THE FIELD OF HOLOCAUST MEMORY THROUGH INNOVATIVE TECHNOLOGY AND STORYTELLING. 8426356 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 103 0 1 53 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 71 71 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X ANGELO BARONE 8479674866 9603 WOODS DRIVE SKOKIE IL 60077 SIMONA CITRON SECRETARY 1.00 0.00 X X 0 0 0 STEVEN L FRADKIN CHAIR, BOARD OF TRUSTEES 1.00 0.00 X X 0 0 0 ELLEN GLASS ASSISTANT SECRETARY 1.00 0.00 X X 0 0 0 DAVID GOLDER TREASURER 1.00 0.00 X X 0 0 0 SAM HARRIS PRESIDENT EMERITUS 1.00 0.00 X X 0 0 0 SUSIE KARKOMI VICE PRESIDENT 1.00 0.00 X X 0 0 0 JORDAN LAMM CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 ABBEY ROMANEK VICE PRESIDENT 1.00 0.00 X X 0 0 0 ROBERT ROMANOFF VICE CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 RALPH REHBOCK FIRST VICE PRESIDENT 1.00 0.00 X X 0 0 0 RICK SALOMON VICE PRESIDENT 1.00 0.00 X X 0 0 0 HOWARD SWIBEL VICE PRESIDENT 1.00 0.00 X X 0 0 0 HOWARD ACKERMAN DIRECTOR 1.00 0.00 X 0 0 0 JON BALLIS DIRECTOR 1.00 0.00 X 0 0 0 DOUG BANZULY DIRECTOR 1.00 0.00 X 0 0 0 JULIE BASHKIN DIRECTOR 1.00 0.00 X 0 0 0 RICH BILLER DIRECTOR 1.00 0.00 X 0 0 0 BRIAN BOORSTEIN DIRECTOR 1.00 0.00 X 0 0 0 JOHN DAVIS DIRECTOR 1.00 0.00 X 0 0 0 ROBERT EISENSTADT DIRECTOR 1.00 0.00 X 0 0 0 CRAIG ESKO DIRECTOR 1.00 0.00 X 0 0 0 SCOTT GENDELL DIRECTOR 1.00 0.00 X 0 0 0 TOBY GLICKMAN DIRECTOR 1.00 0.00 X 0 0 0 ALAN GOLDBERG DIRECTOR 1.00 0.00 X 0 0 0 MIRIAM GOLDBERGER DIRECTOR 1.00 0.00 X 0 0 0 JAMES GOODMAN DIRECTOR 1.00 0.00 X 0 0 0 DAN GRANT DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL GRAY DIRECTOR 1.00 0.00 X 0 0 0 MITCH GREENBERG DIRECTOR 1.00 0.00 X 0 0 0 JOE GREGOIRE DIRECTOR 1.00 0.00 X 0 0 0 MARK GROSSMANN DIRECTOR 1.00 0.00 X 0 0 0 DEDE HARRIS DIRECTOR 1.00 0.00 X 0 0 0 LINDA HEIMANN DIRECTOR 1.00 0.00 X 0 0 0 JILL TAKIFF HIRSH DIRECTOR 1.00 0.00 X 0 0 0 ARTHUR AG HOLLIS III DIRECTOR 1.00 0.00 X 0 0 0 CARMEN HOLLOWELL DIRECTOR 1.00 0.00 X 0 0 0 JEFF JACOBS DIRECTOR 1.00 0.00 X 0 0 0 MIKE JACOBY DIRECTOR 1.00 0.00 X 0 0 0 STANLEY JASPAN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT KALMAN DIRECTOR 1.00 0.00 X 0 0 0 IDA KERSZ DIRECTOR 1.00 0.00 X 0 0 0 HARLEY KORMAN DIRECTOR 1.00 0.00 X 0 0 0 JEFF KREAMER DIRECTOR 1.00 0.00 X 0 0 0 JULIE KREAMER DIRECTOR 1.00 0.00 X 0 0 0 EILEEN KUGMAN DIRECTOR 1.00 0.00 X 0 0 0 GERRY LADERMAN DIRECTOR 1.00 0.00 X 0 0 0 PAUL LANGER DIRECTOR 1.00 0.00 X 0 0 0 GAYLE LITTLETON DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL MALING DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL MARCOVICI DIRECTOR 1.00 0.00 X 0 0 0 ROSEMARY MATZL DIRECTOR 1.00 0.00 X 0 0 0 JOY MILLER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL NORTMAN DIRECTOR 1.00 0.00 X 0 0 0 JASON PELTZ DIRECTOR 1.00 0.00 X 0 0 0 JEFFRY PFEFFER DIRECTOR 1.00 0.00 X 0 0 0 MARK PINSKY DIRECTOR 1.00 0.00 X 0 0 0 ANDREW POTICHA DIRECTOR 1.00 0.00 X 0 0 0 JAMES RABINOWITZ DIRECTOR 1.00 0.00 X 0 0 0 JUDITH RADER DIRECTOR 1.00 0.00 X 0 0 0 SANDY REBITZER DIRECTOR 1.00 0.00 X 0 0 0 ARI SAGETT DIRECTOR 1.00 0.00 X 0 0 0 ROB SAMSON DIRECTOR 1.00 0.00 X 0 0 0 ALLISON SATYR DIRECTOR 1.00 0.00 X 0 0 0 ADAM SCHECTER DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW SEIDNER DIRECTOR 1.00 0.00 X 0 0 0 JULIE SMOLYANSKY DIRECTOR 1.00 0.00 X 0 0 0 RICK STRUSINER DIRECTOR 1.00 0.00 X 0 0 0 DAN THALHEIMER DIRECTOR 1.00 0.00 X 0 0 0 DAVID WARING DIRECTOR 1.00 0.00 X 0 0 0 RANDY WINTERS DIRECTOR 1.00 0.00 X 0 0 0 OLGA WEISS DIRECTOR 1.00 0.00 X 0 0 0 LIZ XILAS DIRECTOR 1.00 0.00 X 0 0 0 BERNARD CHERKASOV CHIEF EXECUTIVE OFFICER 40.00 0.00 X 367500 0 28025 KENNETH COOPER SR VP OF DEVELOPMENT 40.00 0.00 X 319836 0 15543 KELLEY HAYES SZANY SR VP OF EDUCATION AND EXHIBITIONS 40.00 0.00 X 206666 0 12320 NOAH CRUICKSHANK VP MARKETING 40.00 0.00 X 130931 0 9096 RICHARD STORER CONTROLLER 40.00 0.00 X 112491 0 9149 KEVIN LOWRY BUILDING OPERATIONS MANAGER 40.00 0.00 X 104423 0 9749 ARIELLE WEININGER CHIEF CURATOR COLLECTIONS AND EXHIBITIONS 40.00 0.00 X 101402 0 3468 ANGELO BARONE SR VP OF FINANCE AND OPERATIONS 40.00 0.00 X 100205 0 8725 1443454 0 96075 8 0 1 0 EAST CITY FILMS LTD 124 FINCHLEY ROAD LONDON UK NW3 5JS VR FILM PRODUCTION 663749 METRO-GOLDWYN MAYER DISTRIBUTION CO 245 NORTH BEVERLY DRIVE BEVERLY HILLS CA 90210 FILM LICENSE AND DISTRIBUTION RIGHTS 425000 ALLIED UNIVERSAL COMPANY 1663 PRINCE ST ALEXANDRIA VA 22314 SECURITY SERVICES 304398 ALLIED GLOBAL MARKETING PO BOX 845382 BOSTON MA 02116 MARKETING SERVICES 297203 LUCI CREATIVE LLC 6900 N CENTRAL PARK AVE LINCOLNWOOD IL 60712 EXHIBIT DESIGN 228175 10 303942 1942674 1094723 6194189 1289263 9535528 ADMISSIONS INCOME 611710 611620 611620 OTHER PROGRAMS 611710 56771 56771 SPEAKER INCOME 611710 4904 4904 673295 1202707 1202707 15358903 15178973 179930 179930 179930 1088156 1942674 883389 204767 204767 824624 334071 490553 490553 159250 123188 36062 13294 22768 12322842 686589 22768 2077957 945390 414499 197013 333878 2402866 1520977 520885 361004 45714 26738 9376 9600 278188 175355 47501 55332 229483 139379 44521 45583 108484 108484 42000 42000 108598 108598 146715 146715 144551 127475 4770 12306 209755 209755 1140852 1140852 109202 89248 17804 2150 697 697 2649417 2649417 104894 80709 24185 EDUCATION 983905 983905 SPECIAL EXHIBITIONS 612813 612813 BANK CHARGES AND LOC FE 306514 10713 295801 FUNDRAISING - MISC 17485 17485 398781 97806 68986 231989 10986304 8426356 1194820 1365128 3382100 5687213 2996994 5757754 5484613 5447418 68726 0 641015 651671 61186 42080 1358521 1559884 61525786 27346556 35762492 34179230 29783184 30354786 79538831 83680036 285491 324373 1562589 2167356 1348678 1354076 3196758 3845805 X 68454406 72353459 7887667 7480772 76342073 79834231 79538831 83680036 1336538 2155620 0 X 0 1 X 1 0 X 9335674 9833126 8300583 16267627 9535528 53272538 9335674 9833126 8300583 16267627 9535528 53272538 12840042 40432496 847796 806277 989664 876835 1202707 4723279 57995817 18464880 0.69720 0.68500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 42000 42000 0 PART II-B, LINE 1: RETAINERS FOR TWO LAW FIRMS WHICH ASSISTED THE ORGANIZATION IN SECURING GRANTS FROM THE STATE. THE LAW FIRMS MAINTAIN CONTACT WITH THE STATE LEGISLATURE CONCERNING BOTH CURRENT AND POSSIBLE FUTURE GRANTS FROM THE STATE. X X X X 0 0 305103 129292 -43142 391253 278721 10000 16382 305103 251136 10350 17235 278721 210760 12430 27946 251136 178513 10000 22247 210760 0.00000 0.89200 0.10800 0 0 48731097 21425271 27305826 2091695 1892495 199200 10702994 4028790 6674204 34179230 DEFERRED COMPENSATION 830047 LEASE LIABILITY 524029 1354076 15974988 2155620 264476 1340648 3760744 12214244 108598 108598 12322842 12482830 264476 1340648 1605124 10877706 108598 108598 10986304 PART III, LINE 1A: THE VALUE OF THE FOUNDATION'S COLLECTIONS IS NOT INCLUDED IN THE FINANCIAL STATEMENTS. THE COST OF OBJECTS PURCHASED IS REPORTED AS OTHER CHANGES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE FOUNDATION'S POLICY IS TO MAINTAIN AND CONTINUE TO ACQUIRE MATERIAL EVIDENCE, ART, AND ARTIFACTS OF VICTIMS AND SURVIVORS OF THE HOLOCAUST (PRINCIPALLY 1933 TO 1945). FROM TIME TO TIME, OBJECTS MAY BE SOLD IN ACCORDANCE WITH THE FOUNDATION'S COLLECTION MANAGEMENT POLICY. DEACCESSION, THE PROCESS USED TO PERMANENTLY REMOVE AN OBJECT FROM THE FOUNDATION'S COLLECTION, MAY RESULT ONLY IF CERTAIN CONDITIONS HAVE BEEN MET. ALL PROCEEDS REALIZED FROM DEACCESSIONS ARE ALLOCATED TO PURCHASE OTHER OBJECTS FOR THE FOUNDATION'S COLLECTION. PART III, LINE 4: THE MUSEUM CONTAINS THE LARGEST MIDWEST COLLECTION OF MEMORABILIA DONATED BY SURVIVORS AND LIBERATORS FOR THE HOLOCAUST AND IS OPEN TO THE GENERAL PUBLIC. THAT COLLECTION FACILITATES THE MUSEUM'S PRIMARY MISSION OF REMEMBRANCE AND EDUCATION ABOUT THE HOLOCAUST. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR EDUCATIONAL PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 123,188. DIRECT SPECIAL EVENT EXPENSE 1,217,460. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 1,217,460. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 123,188. EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES FILM PRODUCTION 663749 0 0 0 0 0 0 663749 0 663749 0 0 0 0 0 0 ANNUAL DINNER 2165593 1458732 706861 253162 401705 99231 WLC EVENT 367727 57436 310291 2250 73537 1600 21065 2 497510 426506 71004 3700 22936 2500 1703 3030830 1942674 1088156 259112 498178 4100 121999 883389 204767 824624 93868 240203 1 0.20000 824624 93868 240203 334071 490553 IL 1 0 1 0 1.00000 ANGELO BARONE 9603 WOODS AVENUE SKOKIE IL 60077 0 LORI FAGENHOLZ 7000 OVERALL SUPERVISION AND MANAGEMENT OF EVENT X 0 X X X 0 1 0 0 0 0 0 1 0 BERNARD CHERKASOV CHIEF EXECUTIVE OFFICER 322500 0 45000 0 0 0 20250 0 7775 0 395525 0 0 0 KENNETH COOPER SR VP OF DEVELOPMENT 273036 0 46800 0 0 0 1500 0 14043 0 335379 0 0 0 KELLEY HAYES SZANY SR VP OF EDUCATION AND EXHIBITIONS 191666 0 15000 0 0 0 1500 0 10820 0 218986 0 0 0 PART I, LINE 4B THE FOUNDATION ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE CURRENT CHIEF EXECUTIVE OFFICER. PER THE TERMS OF THE AGREEMENT, THE FOUNDATION IS TO MAKE CONTRIBUTIONS EQUAL TO 5 PERCENT OF THE CHIEF EXECUTIVE OFFICER'S SALARY AND BONUS EACH YEAR INTO A DEFERRED COMPENSATION VEHICLE. THE CONTRIBUTIONS VEST IMMEDIATELY. FOR 2023, $18,750 WAS REPORTED AS DEFERRED COMPENSATION RELATED TO THIS AGREEMENT. PART I, LINE 7 CERTAIN INDIVIDUALS RECEIVED BONUSES BASED ON PERFORMANCE AND ACHIEVING ESTABLISHED BENCHMARKS OF THE ORGANIZATION. THESE BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS. X 20 1207291 NYSE X 620 X TRAVEL VOUCHERS 1 69600 FAIR MARKET VALUE X GIFT CERTIFICATES AND TICKETS 7 9060 FAIR MARKET VALUE X MISCELLANEOUS 3 3312 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: UPON RECEIPT OF STOCK DONATIONS, UBS IS INSTRUCTED TO SELL THEM AS SOON AS POSSIBLE. PART I, LINE 33: A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, RELATED TO THE NON-CASH DONATIONS OF ART AND HISTORICAL ARTIFACTS BECAUSE THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116. FORM 990, PART III, LINE 2 THE ORGANIZATION PREMIERED TWO NEW VIRTUAL REALITY FILMS IN 2023. FORM 990, PART VI, SECTION A, LINE 2 SAMUEL HARRIS, PRESIDENT EMERITUS DEDE HARRIS, DIRECTOR FAMILY RELATIONSHIP SAMUEL HARRIS, PRESIDENT EMERITUS JULIE KREAMER, DIRECTOR JEFF KREAMER, DIRECTOR FAMILY RELATIONSHIP DEDE HARRIS, DIRECTOR JULIE KREAMER, DIRECTOR JEFF KREAMER, DIRECTOR FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION SHALL HAVE A BOARD OF TRUSTEES WHICH SHALL HAVE THE AUTHORITY AND POWER TO: (I) ESTABLISH INVESTMENT POLICY AND GUIDELINES FOR THE CORPORATION; (II) REVIEW AND EITHER APPROVE OR REJECT THE ANNUAL BUDGET PROPOSED BY THE BOARD OF DIRECTORS; (III) REVIEW THE QUARTERLY OPERATING RESULTS; (IV) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATIONS OF THE BOARD REGARDING PROPOSALS FOR BUDGETARY EXCEPTIONS AND CAPITAL PROJECTS FOR ANY SINGLE ITEM IN EXCESS OF $500,000 OR ANY SERIES OF RELATED ITEMS AGGREGATING IN EXCESS OF $500,000; AND (V) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATION BY THE BOARD OF DIRECTORS FOR THE HIRING OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. THE FORM 990 IS APPROVED BY THE FINANCE COMMITTEE, WITH FINAL APPROVAL GIVEN BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE BOARD OF DIRECTORS. ALL VOTING MEMBERS OF THE GOVERNING BODY ARE SENT A COPY OF THE FORM 990 PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE FORMS ARE REVIEWED BY BOARD LEADERSHIP FOR POSSIBLE CONFLICTS. NEW DIRECTORS ARE REQUIRED TO COMPLETE DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE CHIEF EXECUTIVE OFFICER SALARY UPON HIRE AND ALSO REVIEWS AND APPROVES THEIR COMPENSATION ON AN ANNUAL BASIS. A SALARY SURVEY IS USED TO ANALYZE THE MARKET VALUE OF COMPARABLE POSITIONS WITH SIMILAR ORGANIZATIONS. THE SAME COMPENSATION REVIEW PROCESS IS UTILIZED FOR ALL DEPARTMENT HEADS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES OR AVAILABLE UPON WRITTEN REQUEST.