2020-07-08T16:36:16-05:00 2019-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2018-07-01 133475390 LOWER EAST SIDE TENEMENT MUSEUM LOWE 2124310233 103 ORCHARD STREET NEW YORK NY 100023132 MORRIS VOGEL PRESIDENT 2124310233 2020-07-08 1 JENNIFER COATES P02247728 2126972299 38.142.140.186 2020-07-08 17:34:33 ED P 7EE24DDEAA34AFAE9DF92C3D2672F42BD3DA974D A75ECF90F4EA679C298DF903E96775B34A8C9CB0 2018 2021-01-29 14:40:06Z MORRIS VOGEL 103 ORCHARD STREET NEW YORK NY 100023132 12332937 0 X WWW.TENEMENT.ORG X 1988 NY THE TENEMENT MUSEUM TELLS THE UNIQUELY AMERICAN STORIES OF IMMIGRANTS, MIGRANTS AND REFUGEES IN THE ONGOING CREATION OF OUR NATION. 30 30 188 30 0 0 3075749 3617292 7461099 8270361 5638 34723 152055 153445 10694541 12075821 0 0 0 0 6906999 7706733 0 0 1090410 3803730 4254779 10710729 11961512 -16188 114309 34214867 33882364 10348772 10034960 23866095 23847404 THE TENEMENT MUSEUM TELLS THE UNIQUELY AMERICAN STORIES OF IMMIGRANTS, MIGRANTS AND REFUGEES IN THE ONGOING CREATION OF OUR NATION. 0 0 8436348 6578210 PUBLIC PROGRAMS - TOURS AND PRESENTATIONS TO IMPART KNOWLEDGE TO THE GENERAL PUBLIC CONCERNING THE HISTORY OF THE AMERICAN IMMIGRATION. SUCH KNOWLEDGE IS DIRECTLY RELATED TO THE PURPOSE OF THE EXEMPT ACTIVITY - THE OPERATION OF A HISTORICAL MUSEUM. DURING THE FISCAL YEAR ENDED 2019, 281,812 VISITORS TOURED THE MUSEUM. 1334850 1692151 MUSEUM SHOP - THE GIFT SHOP OFFERS BOOKS, MULTIMEDIA, MUSEUM PRODUCTS, GIFTS AND TOYS THAT DOCUMENT AND/OR COMMEMORATE THE IMMIGRANT EXPERIENCES AND THE STORIES OF LIFE AND HISTORICAL PERSPECTIVES OF THE LOWER EAST SIDE. 9771198 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 55 0 1 188 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X SUSAN WU 2124310233 103 ORCHARD STREET NEW YORK NY 10002 KEVIN JENNINGS PRESIDENT 40.00 X X 319500 0 32079 SCOTT METZNER CO - BOARD CHAIR 1.00 X X 0 0 0 MERRYL SNOW ZEGAR CO - BOARD CHAIR 1.00 X X 0 0 0 ALAN G WEILER VICE CHAIR (THRU 9/2018) 1.00 X X 0 0 0 DAN KRAMER TREASURER 1.00 X X 0 0 0 ALICE F YURKE SECRETARY 1.00 X X 0 0 0 ZACH D AARONS TRUSTEE 1.00 X 0 0 0 MOHAMMED BADI TRUSTEE 1.00 X 0 0 0 ANDREW S BERKMAN TRUSTEE 1.00 X 0 0 0 PERRY A CACACE TRUSTEE (THRU 6/2018) 1.00 X 0 0 0 MARGARET CHIN TRUSTEE 1.00 X 0 0 0 SALLY DAVIDSON TRUSTEE (THRU 9/2018) 1.00 X 0 0 0 GERALD DONINI TRUSTEE 1.00 X 0 0 0 BRUCE GEISMAR TRUSTEE 1.00 X 0 0 0 SUSAN GRAY TRUSTEE 1.00 X 0 0 0 CHRISTINE GREER TRUSTEE 1.00 X 0 0 0 GARY E HANDEL FAIA TRUSTEE 1.00 X 0 0 0 NICOLE HOWE BUGGS TRUSTEE 1.00 X 0 0 0 PHIL KLEWENO TRUSTEE 1.00 X 0 0 0 HELEN LISS TRUSTEE 1.00 X 0 0 0 ALI MAYORKAS TRUSTEE 1.00 X 0 0 0 JUDITH MESSINA TRUSTEE 1.00 X 0 0 0 MICHELE MIRMAN TRUSTEE 1.00 X 0 0 0 RON MOELIS TRUSTEE 1.00 X 0 0 0 STUART NACHMIAS TRUSTEE 1.00 X 0 0 0 MAE M NGAI TRUSTEE 1.00 X 0 0 0 ELEANOR PELTA TRUSTEE 1.00 X 0 0 0 HARVEY M ROSS TRUSTEE 1.00 X 0 0 0 PAUL L SCHULMAN TRUSTEE (THRU 6/2019) 1.00 X 0 0 0 TATIANA SEGAL TRUSTEE 1.00 X 0 0 0 SHIMON SHKURY TRUSTEE 1.00 X 0 0 0 JILL TOTENBERG TRUSTEE 1.00 X 0 0 0 CHRISTOPHER P WILLCOX TRUSTEE 1.00 X 0 0 0 COOPER B ZELNICK TRUSTEE 1.00 X 0 0 0 DARYL WICKSTROM CHIEF OPERATING OFFICER 40.00 X 202999 0 22583 MICHELLE MOON CHIEF PROGRAMS OFFICER 40.00 X 76667 0 5939 TAMAR COPELAND CHIEF DEVELOPMENT OFFICER 40.00 X 187774 0 18880 DAVID ENG CHIEF MARKETING AND COMMUN 40.00 X 132225 0 13553 ANNA OCANSEY VP OF FINANCE 40.00 X 122400 0 35903 ANNE BRENNER VP OF HR 40.00 X 121800 0 15535 NANCY RACHMAN DIRECTOR OF DEVELOPEMENT 40.00 X 109782 0 7071 ALISA MARTIN VP OF EDUCATION OPS 40.00 X 111650 0 27612 1384797 0 179155 10 0 1 0 MANDARIN ORIENTAL 80 COLUMBUS CIRCLE AT 60TH STREET NEW YORK NY 10023 GALA EVENT LOCATION 150966 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE NEW YORK NY 10036 LEGAL SERVICES 110637 2 824591 1029133 1763568 79025 3617292 PROGRAM REVENUE 611710 6129281 6129281 MUSEUM SHOP SALES 451211 1692151 1692151 TICKET SURCHARGE 611710 442364 442364 MISCELLANEOUS INCOME 611710 6565 6565 8270361 34723 34723 153445 0 153445 153445 153445 257116 824591 257116 0 12075821 8270361 0 188168 934588 522982 109266 302340 5548485 4679752 405680 463053 205625 175000 15463 15162 504552 420826 37375 46351 513483 413924 40531 59028 27659 27659 95209 95209 39000 39000 359627 353189 6438 50750 49387 8 1355 388270 219487 109782 59001 442942 317795 76554 48593 56177 44192 10847 1138 309867 309867 1103961 1049046 25797 29118 124517 92142 23659 8716 RETAIL ACTIVITY PURCHAS 743209 743209 BANK AND CREDIT CARD CH 255397 228888 12687 13822 PROGRAM AND EVENT COSTS 135194 92855 18441 23898 PAYROLL PROCESSING 55746 39022 11149 5575 67254 19635 40797 6822 11961512 9771198 1099904 1090410 1372361 1405270 275336 225090 1546862 1625104 5359 6689 81403 90917 139574 107183 35614248 7896150 28124396 27718098 2669258 2703689 318 324 34214867 33882364 668598 606474 71773 29851 9608401 9398635 10348772 10034960 X 20552380 20506452 500715 527952 2813000 2813000 23866095 23847404 34214867 33882364 X 114309 -133000 X 0 1 X 1 0 X 3452104 4247418 6919493 3075749 3617292 21312056 3452104 4247418 6919493 3075749 3617292 21312056 6521 21305535 194014 157176 164825 157693 188168 861876 22173932 35398203 0.96080 0.91230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2669258 34431 2703689 2664512 4746 2669258 2659788 4724 2664512 2656114 3674 2659788 2653345 2769 2656114 1.00000 0 0 1035000 1035000 18894350 3377957 15516393 14087831 3885658 10202173 1597067 632535 964532 27718098 CASH AND CASH EQUIVALENT 2703689 F 2703689 TENANT SECURITY DEPOSIT 13424 LONG TERM BOND OBLIGATION 9385211 9398635 12075821 0 12075821 0 12075821 12094512 133000 133000 11961512 0 11961512 PART III, LINE 1A: THE MUSEUM MAINTAINS COLLECTIONS OF OVER 14,000 ITEMS THAT HAVE A DIRECT ASSOCIATION WITH 97 ORCHARD STREET OR OTHER HISTORIC SITES AND OTHER OBJECTS THAT ARE SUITABLE FOR EXHIBITION OR TEACHING PURPOSES. THE MUSEUM ALSO MAINTAINS A LIBRARY AND AN ARCHIVE OF OTHER HISTORICAL MATERIALS. THESE OBJECTS AND RESOURCES ARE MAINTAINED FOR THE PUBLIC BENEFIT TO BE USED FOR EDUCATION AND RESEARCH ACTIVITY. IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED BY MUSEUMS, THE VALUE OF THESE RESOURCES HAS BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION, AND GIFTS OF OBJECTS FOR THE COLLECTION AND LIBRARY ARE EXCLUDED FROM THE STATEMENT OF ACTIVITIES. ACQUISITIONS FOR THE COLLECTIONS ARE REFLECTED AS DECREASES IN THE MUSEUM'S UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED. PART III, LINE 4: FOR OUR COLLECTION WE COLLECT MATERIALS THAT RELATE TO OUR HISTORIC PROPERTIES, HAVE SIGNIFICANCE TO THE FAMILIES THAT LIVED THERE OR ANY BUSINESSES THAT EXISTED THERE AND/OR MATERIALS THAT WE CAN USE TO EDUCATE THE PUBLIC THROUGH EXHIBITION AND/OR STUDY. OUR COLLECTION PROVIDES A STARTING POINT FOR MUSEUM VISITORS TO UNDERSTAND HOW THE EXPERIENCES OF EARLIER WAVES OF IMMIGRANTS COMPARE AND CONTRAST WITH NEWCOMERS TODAY. PART V, LINE 4: TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVERSAL OF PRIOR YEAR CONTRIBUTION 133,000. SPRING GALA 1081707 824591 257116 161613 95503 1081707 824591 257116 161613 95503 257116 0 1 X X X X 0 0 0 0 0 0 0 0 0 KEVIN JENNINGS PRESIDENT 304500 0 15000 0 0 0 11000 0 21079 0 351579 0 0 0 DARYL WICKSTROM CHIEF OPERATING OFFICER 202999 0 0 0 0 0 4090 0 18493 0 225582 0 0 0 TAMAR COPELAND CHIEF DEVELOPMENT OFFICER 187774 0 0 0 0 0 6305 0 12575 0 206654 0 0 0 ANNA OCANSEY VP OF FINANCE 122400 0 0 0 0 0 6120 0 29783 0 158303 0 0 0 A BUILD NYC RESOURCE CORPORATION 454040561 2015-11-24 10700000 BUILDING ACQUISITION AND RENOVATION 0 0 0 A 324 284930 251777 10162975 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 A 0 X 3635 79025 HIGH-LOW AVERAGE X 20 NO VALUE ASSIGNED 0 1 1 PART I, LINE 32B: THE LOWER EAST SIDE TENEMENT MUSEUM USES OPPENHEIMER & CO. INC AS A THIRD PARTY ONLY TO PROCESS AND SELL OUR STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11B OUR CPA FIRM PREPARES FORM 990. THE MUSEUM SUBMITS FORM 990 TO THE BOARD'S FINANCE COMMITTEE AND FULL BOARD FOR REVIEW AND APPROVAL. THE CPA FIRM WILL THEN BE AUTHORIZED TO FILE ONLINE. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM PROVIDES A CONFLICT OF INTEREST POLICY IN ITS EMPLOYEE HANDBOOK AS IT APPLIES TO TRUSTEES, STAFF AND VOLUNTEERS. IT REVIEWS POTENTIAL CONFLICTS OF INTEREST WITH TRUSTEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DECIDES THE COMPENSATION FOR THE PRESIDENT. COMPENSATION FOR ALL OTHER POSITIONS ARE DETERMINED USING SALARY GUIDES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENT IS POSTED ON GUIDESTAR AND ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: PRIOR YEAR ADJUSTMENT FOR FY2016 REVERSAL OF PRIOR YEAR CONTRIBUTION -133,000.