2023-11-14T07:40:13-06:00 2022-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-01-01 363156154 HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC HOLO 8479674800 9603 WOODS DRIVE SKOKIE IL 60077 DAVID GOLDER TREASURER 8479674800 2023-11-07 1 DAVID GOLDER 999009999 0 LU ANN TRAPP P01506476 3122071040 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JORDAN LAMM 9603 WOODS DRIVE SKOKIE IL 60077 38680796 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. 68 68 53 250 38652 0 8300583 16267627 446981 772011 1432894 1042994 729100 1241964 10909558 19324596 516 0 0 0 3206511 3318462 0 0 966168 5460595 6050039 8667622 9368501 2241936 9956095 82227299 79538831 12109957 3196758 70117342 76342073 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 5846293 735483 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. 978252 68875 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. 720875 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. 7545420 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 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 37 0 1 53 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 68 68 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 X X 0 0 0 MITCHELL FEIGER CHAIR, BOARD OF TRUSTEES 1.00 X X 0 0 0 ELLEN GLASS ASSISTANT SECRETARY 1.00 X X 0 0 0 DAVID GOLDER TREASURER 1.00 X X 0 0 0 SAM HARRIS PRESIDENT EMERITUS 1.00 X X 0 0 0 SUSIE KARKOMI VICE PRESIDENT 1.00 X X 0 0 0 JORDAN LAMM CHAIR, BOARD OF DIRECTORS 1.00 X X 0 0 0 RALPH REHBOCK FIRST VICE PRESIDENT 1.00 X X 0 0 0 ABBEY ROMANEK VICE PRESIDENT 1.00 X X 0 0 0 ROBERT ROMANOFF VICE CHAIR, BOARD OF DIREC 1.00 X X 0 0 0 RICK SALOMON VICE PRESIDENT 1.00 X X 0 0 0 HOWARD SWIBEL VICE PRESIDENT/LIASON TO T 1.00 X X 0 0 0 JON BALLIS DIRECTOR 1.00 X 0 0 0 DOUG BANZULY DIRECTOR 1.00 X 0 0 0 JULIE BASHKIN DIRECTOR 1.00 X 0 0 0 RICH BILLER DIRECTOR 1.00 X 0 0 0 BRIAN BOORSTEIN DIRECTOR 1.00 X 0 0 0 JOHN DAVIS DIRECTOR 1.00 X 0 0 0 ROBERT EISENSTADT DIRECTOR 1.00 X 0 0 0 CRAIG ESKO DIRECTOR 1.00 X 0 0 0 SCOTT GENDELL DIRECTOR 1.00 X 0 0 0 TOBY GLICKMAN DIRECTOR 1.00 X 0 0 0 ALAN GOLDBERG DIRECTOR 1.00 X 0 0 0 MIRIAM GOLDBERGER DIRECTOR 1.00 X 0 0 0 JAMES GOODMAN DIRECTOR 1.00 X 0 0 0 DAN GRANT DIRECTOR 1.00 X 0 0 0 MICHAEL GRAY DIRECTOR 1.00 X 0 0 0 MITCH GREENBERG DIRECTOR 1.00 X 0 0 0 JOE GREGOIRE DIRECTOR 1.00 X 0 0 0 MARK GROSSMAN DIRECTOR 1.00 X 0 0 0 DEDE HARRIS DIRECTOR 1.00 X 0 0 0 LINDA HEIMANN DIRECTOR 1.00 X 0 0 0 JILL TAKIFF HIRSH DIRECTOR 1.00 X 0 0 0 PAMELA HOLLANDER DIRECTOR 1.00 X 0 0 0 CARMEN HOLLOWELL MD DIRECTOR 1.00 X 0 0 0 JEFF JACOBS DIRECTOR 1.00 X 0 0 0 MIKE JACOBY DIRECTOR 1.00 X 0 0 0 STANLEY JASPAN DIRECTOR 1.00 X 0 0 0 ROBERT KALMAN DIRECTOR 1.00 X 0 0 0 IDA KERSZ DIRECTOR 1.00 X 0 0 0 HARLEY KORMAN DIRECTOR 1.00 X 0 0 0 JULIE KREAMER DIRECTOR 1.00 X 0 0 0 EILEEN KUGMAN DIRECTOR 1.00 X 0 0 0 GERRY LADERMAN DIRECTOR 1.00 X 0 0 0 PAUL LANGER DIRECTOR 1.00 X 0 0 0 GAYLE LITTLETON DIRECTOR 1.00 X 0 0 0 DR MICHAEL MALING DIRECTOR 1.00 X 0 0 0 MICHAEL MARCOVICI DIRECTOR 1.00 X 0 0 0 ROSEMARY MATZI DIRECTOR 1.00 X 0 0 0 JOY MILLER DIRECTOR 1.00 X 0 0 0 MICHAEL NORTMAN DIRECTOR 1.00 X 0 0 0 JASON PELTZ DIRECTOR 1.00 X 0 0 0 JEFFRY PFEFFER DIRECTOR 1.00 X 0 0 0 MARK PINSKY DIRECTOR 1.00 X 0 0 0 ANDREW POTICHA DIRECTOR 1.00 X 0 0 0 JAMES RABINOWITZ DIRECTOR 1.00 X 0 0 0 JUDY RADER DIRECTOR 1.00 X 0 0 0 SANDY REBITZER DIRECTOR 1.00 X 0 0 0 ROB SAMSON DIRECTOR 1.00 X 0 0 0 ALLISON SATYR DIRECTOR 1.00 X 0 0 0 ADAM SCHECTER DIRECTOR 1.00 X 0 0 0 MATTHEW SEIDNER DIRECTOR 1.00 X 0 0 0 JULIE SMOLYANSKY DIRECTOR 1.00 X 0 0 0 LEON STEIN DIRECTOR 1.00 X 0 0 0 RICK STRUSINER DIRECTOR 1.00 X 0 0 0 DAN THALHEIMER DIRECTOR 1.00 X 0 0 0 DAVID WARING DIRECTOR 1.00 X 0 0 0 OLGA WEISS DIRECTOR 1.00 X 0 0 0 RANDY WINTERS DIRECTOR 1.00 X 0 0 0 LIZ XILAS DIRECTOR 1.00 X 0 0 0 SUSAN L ABRAMS CHIEF EXECUTIVE OFFICER 40.00 X 293047 0 11359 KENNETH COOPER VP OF DEVELOPMENT 40.00 X 371882 0 31714 KELLEY HAYES SZANY VP OF EDUCATION & EXHIBITI 40.00 X 167317 0 19774 KEITH KIJEK VP OF FINANCE AND OPERATIO 40.00 X 129650 0 0 NOAH CRUICKSHANK VP OF MARKETING AND BUSINE 40.00 X 121588 0 6037 1083484 0 68884 5 0 1 0 EAST CITY FILMS LTD 124 FINCHLEY ROAD LONDON UK NW3 5JS VR FILM PRODUCTION 985492 ABBEY PAVING & SEALCOATING CO 1949 COUNTY LINE ROAD AURORA IL 60502 PAVING AND CONSTRUCTION 701951 KURTIS PRODUCTIONS LTD 400 W ERIE ST STE 500 CHICAGO IL 60654 FILM PRODUCTION FOR FUNDRAISING EVENT AN 278737 ALLIED GLOBAL MARKETING PO BOX 845382 BOSTON MA 02116 MARKETING SERVICES 257555 ALLIED UNIVERSAL COMPANY 1663 PRINCE ST ALEXANDRIA VA 22314 SECURITY SERVICES 206765 8 0 269790 2123896 1129111 12744830 683353 16267627 ADMISSIONS INCOME 611710 598401 598401 OTHER PROGRAMS 611710 161935 161935 SPEAKER INCOME 611710 11675 11675 772011 876835 876835 18058445 17892286 166159 166159 166159 1458327 2123896 1107053 351274 351274 1110500 290809 819691 819691 137051 66052 70999 32347 38652 19324596 804358 38652 2213959 895093 339294 152203 403596 1905129 1505556 103629 295944 30262 15131 9684 5447 286369 147130 92498 46741 201609 119641 33065 48903 2500 2500 95086 95086 46062 46062 103661 103661 506489 505840 649 182628 150142 2342 30144 203129 203129 1023452 1023452 36922 23585 9244 4093 245169 73143 172026 2357249 2357249 102753 83983 18770 EDUCATION 390796 390796 SPECIAL EXHIBITIONS 338361 338361 BANK CHARGES AND LOC FE 111975 36052 3688 72235 303807 232936 12455 58416 9368501 7545420 856913 966168 3555376 3382100 3229661 2996994 5028197 5484613 2077 68726 653661 641015 55665 61186 1693469 1358521 60459631 24697139 35976952 35762492 32032241 29783184 82227299 79538831 333848 285491 1816827 1562589 8381974 0 1577308 1348678 12109957 3196758 X 62745190 68454406 7372152 7887667 70117342 76342073 82227299 79538831 X 9956095 -3754922 23558 X 0 1 X 1 0 X 7945469 9335674 9833126 8300583 16267627 51682479 7945469 9335674 9833126 8300583 16267627 51682479 13160809 38521670 1031367 847796 806277 989664 876835 4551939 56234418 19312206 0.68500 0.69550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 46062 46062 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 278721 10000 16382 305103 251136 10350 17235 278721 210760 12430 27946 251136 178513 10000 22247 210760 180809 10590 -12886 178513 0.72020 0.27980 0 0 51284479 19937567 31346912 3117260 1846218 1271042 6057892 2913354 3144538 35762492 DEFERRED COMPENSATION 818400 LEASE LIABILITY 530278 1348678 16953485 -3754922 1487472 -2267450 19220935 103661 103661 19324596 10728754 1463914 1463914 9264840 103661 103661 9368501 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 66,052. UNREALIZED GAIN FROM INTEREST RATE SWAP 23,558. DIRECT SPECIAL EVENT EXPENSE 1,397,862. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 1,397,862. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 66,052. ANNUAL DINNER 3090783 2042486 1048297 468674 500937 WLC EVENT 421244 72317 348927 86816 12822 1 70196 9093 61103 35273 2531 3582223 2123896 1458327 590763 516290 1107053 351274 1110500 152839 137970 1 0.20000 1110500 152839 137970 290809 819691 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 1 0 0 0 0 0 0 1 0 KENNETH COOPER VP OF DEVELOPMENT 256624 0 115000 0 258 0 0 0 31714 0 403596 0 0 0 SUSAN L ABRAMS CHIEF EXECUTIVE OFFICER 179880 0 76500 0 36667 0 0 0 11359 0 304406 0 20611 0 KELLEY HAYES SZANY VP OF EDUCATION & EXHIBITI 132257 0 35000 0 60 0 0 0 19774 0 187091 0 0 0 PART I, LINE 4A AS REPORTED ON PART VII, THE PRIOR VP OF FINANCE AND OPERATIONS RECEIVED A SEVERANCE PAYMENT OF $32,500. 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 10 X 24 612035 NYSE X 318 X GIFT CERTIFICATES AND TICKETS 46 31402 FAIR MARKET VALUE X MISCELLANEOUS 33 30416 FAIR MARKET VALUE X PIANO 1 9500 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 UNDERTOOK THE DEVELOPMENT OF SEVERAL VIRTUAL REALITY FILMS TO BE FEATURED IN A NEW GALLERY OPENED IN 2022. FORM 990, PART VI, SECTION A, LINE 2 SAMUEL HARRIS, PRESIDENT EMERITUS DEDE HARRIS, DIRECTOR FAMILY RELATIONSHIP SAMUEL HARRIS, PRESIDENT EMERITUS JULIE KREAMER, DIRECTOR FAMILY RELATIONSHIP DEDE HARRIS, DIRECTOR JULIE 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. ALL VOTING MEMBERS OF THE GOVERNING BODY ARE SENT A COPY OF THE FORM 990 PRIOR TO FILING THE RETURN. FINAL APPROVAL IS GIVEN BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE EXECUTIVE COMMITTEE FOR POSSIBLE CONFLICTS. 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. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP 23,558.