2020-03-19T11:23:57-05:00 2019-06-30 420714325 RSM US LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2018-07-01 043684531 THE MALTZ MUSEUM OF JEWISH HERITAGE MALT 2165930575 2929 RICHMOND ROAD BEACHWOOD OH 44122 DAVID SCHAFER MANAGING DIRECTOR 2165930575 2020-03-19 1 REBEKUH ELEY P01247672 3126343400 104.181.213.116 2020-03-19 09:53:34 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2A28FA2E2A09A40AF4F0A751499BE74D16D20E85 2018 2020-09-23 17:36:50Z DAVID SCHAFER 2929 RICHMOND ROAD BEACHWOOD OH 44122 5159900 0 X WWW.MALTZMUSEUM.ORG X 2002 OH THE MALTZ MUSEUM OF JEWISH HERITAGE IS AN AMERICAN STORY OF DIVERSITY AND TOLERANCE. 24 24 30 158 0 0 1722370 2590060 263454 271225 893968 783371 16931 13755 2896723 3658411 100000 100000 0 0 986747 1055448 0 0 195274 1623865 3236430 2710612 4391878 186111 -733467 26952315 26183761 8817802 9324539 18134513 16859222 X THE MALTZ MUSEUM OF JEWISH HERITAGE INTRODUCES VISITORS TO THE BEAUTY AND DIVERSITY OF THAT HERITAGE IN THE CONTEXT OF THE AMERICAN EXPERIENCE. IT PROMOTES AN UNDERSTANDING OF JEWISH HISTORY, RELIGION & CULTURE AND BUILDS BRIDGES OF APPRECIATION, TOLERANCE & UNDERSTANDING. 0 0 1995385 192767 SPECIAL EXHIBITIONSTHE MUSEUM HAS PRESENTED 33 SPECIAL EXHIBITIONS SINCE ITS INCEPTION, TREATING EACH AS AN OPPORTUNITY TO CONNECT HISTORICAL THEMES WITH CURRENT EVENTS. SPECIAL EXHIBITIONS HAVE COVERED TOPICS VARYING FROM VIOLINS THAT SURVIVED THE HOLOCAUST, COMIC SUPERHEROES, AND PHOTOGRAPHERS OF THE CIVIL RIGHTS MOVEMENT. IN 2019, THE MUSEUM DESIGNED AND DEVELOPED A SPECIAL EXHIBITION, ISRAEL: THEN AND NOW. THIS EXHIBITION AS WELL AS OPERATION FINALE: THE CAPTURE & TRIAL OF ADOLF EICHMANN WILL BE ON TOUR IN 2020. 1482718 111954 CORE COLLECTIONTHE MUSEUM FEATURES TWO CORE EXHIBITIONS. AN AMERICAN STORY CHRONICLES THE IMMIGRANT EXPERIENCE, DEVELOPMENT OF CLEVELAND, CIVIL RIGHTS MOVEMENT AND THE HOLOCAUST. THE TEMPLE-TIFERETH ISRAEL GALLERY DISPLAYS THE NATIONALLY RENOWNED COLLECTION OF JUDAICA FROM ITS NAMESAKE SYNAGOGUE. EACH YEAR AN AVERAGE OF 8,500 STUDENTS TOUR THE MUSEUM'S CORE COLLECTIONS, THE CONTENT OF WHICH ALIGNS WITH OHIO LEARNING STANDARDS IN THE AREAS OF SOCIAL STUDIES AND LANGUAGE ARTS. TOPICS INCLUDE IMMIGRATION AND ASSIMILATION, THE HOLOCAUST AND CIVIL RIGHTS MOVEMENT, CLEVELAND HISTORY, AND JEWISH FAITH AND TRADITIONS. MORE THAN 120,000 STUDENTS HAVE EXPERIENCED THESE TOURS, 40% OF WHOM RECEIVED FREE TRANSPORTATION BASED ON NEED WITHIN THEIR SCHOOL DISTRICT. STUDENTS IN THE CLEVELAND METROPOLITAN SCHOOL DISTRICT ALSO RECEIVE FREE ADMISSION, ENSURING THAT COST IS NEVER A BARRIER TO EXPERIENCING THE MUSEUM. 208031 100000 STOP THE HATESTOP THE HATE: YOUTH SPEAK OUT CELEBRATED ITS ELEVENTH YEAR. A TOTAL OF 2,050 6TH-12TH GRADERS FROM ASHTABULA, CUYAHOGA, GEAUGA, LAKE, LORAIN, MAHONING, MEDINA, PORTAGE, STARK, SUMMIT, TRUMBULL AND WAYNE COUNTIES SUBMITTED 500-WORD ESSAYS EXPLORING BULLYING AND DISCRIMINATION AND HOW THEY CAN TAKE ACTIVE ROLES AS UPSTANDERS. APPROXIMATELY 400 VOLUNTEER READERS ARE RECRUITED TO BLINDLY SCORE THE ESSAYS. THE TOP TWENTY-FIVE HIGH SCHOOL ESSAYS ARE READ BY A PANEL OF JUDGES WHO ARE LEADERS IN THE FIELD OF DIVERSITY AND INCLUSION IN NORTHEAST OHIO. BASED ON THE JUDGES' BLIND SCORING, TEN FINALISTS ARE SELECTED TO READ THEIR ESSAYS AT THE AWARDS CEREMONY, ATTENDED BY 500 PEOPLE.STOP THE HATE: YOUTH SING OUT IS CONDUCTED IN PARTNERSHIP WITH ROOTS OF AMERICAN MUSIC (ROAM). MORE THAN 1,000 STUDENTS FROM CLEVELAND METROPOLITAN SCHOOLS, EAST CLEVELAND CITY SCHOOLS, LAKEWOOD CITY SCHOOLS, CLEVELAND HEIGHTS-UNIVERSITY HEIGHTS AND LORAIN COUNTY PARTICIPATED. TO KICK OFF THE PROGRAM, EACH CLASS TAKES A "STOP THE HATE" TOUR AT THE MUSEUM. THIS HOUR-LONG TOUR ILLUSTRATES HOW RACISM, ETHNOCENTRISM AND ANTI-SEMITISM HAVE PLAGUED AMERICA AND THE WORLD. IN FOUR SUBSEQUENT SESSIONS OF INTENSIVE MUSIC AND ANTI-BIAS EDUCATION LED BY ROAM TEACHING ARTISTS, EACH CLASS COMPOSES AN ORIGINAL SONG OR SPOKEN WORD PIECE. THE FIVE-DAY PROJECT CULMINATES IN A PERFORMANCE JURIED BY AREA ARTS PROFESSIONALS AT THE ROCK HALL. THE WINNING CLASSES PERFORM THEIR SONGS AT THE STOP THE HATE AWARDS CEREMONY. 3686134 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 1 30 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 1 0 1 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 0 0 OH X DAVID SCHAFER 2165930575 2929 RICHMOND ROAD BEACHWOOD OH 44122 JOE CIMPERMAN TRUSTEE 2.00 X 0 0 0 PAUL CLARK TRUSTEE (UNTIL 3/19) 2.00 X 0 0 0 ROANLD B COHEN TRUSTEE 2.00 X 0 0 0 MARY ANN CORRIGAN DAVIS TRUSTEE 2.00 X 0 0 0 DAVID GILBERT TRUSTEE 2.00 X 0 0 0 JORDAN GOLDBERG TRUSTEE 2.00 X 0 0 0 LOIS GOODMAN TRUSTEE 2.00 X 0 0 0 DAVID KATZ TRUSTEE 2.00 X 0 0 0 ALAN M KRAUSE TRUSTEE 2.00 X 0 0 0 KENNETH B LIFFMAN TRUSTEE 2.00 X 0 0 0 MILTON MALTZ TRUSTEE 2.00 X 0 0 0 DARRELL MCNAIR TRUSTEE 2.00 X 0 0 0 BARBARA MILLER TRUSTEE 2.00 X 0 0 0 SAM MILLER TRUSTEE (UNTIL 3/19) 2.00 X 0 0 0 THE REV DR OTIS MOSS JR TRUSTEE 2.00 X 0 0 0 LARRY POLLOCK TRUSTEE 2.00 X 0 0 0 ALBERT B RATNER TRUSTEE 2.00 X 0 0 0 BARBARA ROBINSON TRUSTEE 2.00 X 0 0 0 ENID ROSENBERG TRUSTEE 2.00 X 0 0 0 LEO SILBERMAN TRUSTEE (UNTIL 11/18) 2.00 X 0 0 0 PHIL WASSERSTROM TRUSTEE 2.00 X 0 0 0 DAN ZELMAN TRUSTEE 2.00 X 0 0 0 GRANT DINNER CHAIRMAN 2.00 X X 0 0 0 TAMAR MALTZ PRESIDENT 2.00 X X 0 0 0 BOB GRIES VICE CHAIR 2.00 X X 0 0 0 RENEE CHELM VICE PRESIDENT 2.00 X X 0 0 0 KEITH LIBMAN VICE PRESIDENT 2.00 X X 0 0 0 JAMES GOMEZ TREASURER 2.00 X 0 0 0 DAVID SCHAFER MANAGING DIRECTOR 40.00 X 203414 0 29169 203414 0 29169 2 0 1 1 GALLAGHER & ASSOCIATES 8665 GEORGIA AVENUE SILVER SPRING MD 20910 EXHIBITION DESIGN SERVICES 592984 BON APPETIT MANAGEMENT COMPANY 11150 EAST BOULEVARD CLEVELAND OH 44106 CATERING SERVICES 101636 2 230000 107476 456906 156482 1639196 2590060 TRAVELING EXHIBITIONS 900099 183000 183000 MUSEUM ADMISSIONS 900099 88225 88225 271225 435713 435713 10988 0 10988 10988 10988 1675423 1327765 347658 347658 347658 92894 456906 123623 -30729 -30729 83597 50101 33496 33496 3658411 304721 0 763630 25000 25000 75000 75000 170000 85000 85000 754593 541339 176454 36800 55677 37716 10626 7335 75178 50928 14347 9903 51329 34329 17000 21590 21590 38391 38391 92290 76888 15402 27189 18418 5189 3582 220504 175063 42783 2658 19045 12901 3635 2509 222939 180969 39515 2455 251699 199829 48836 3034 22539 18031 4508 EXHIBITION EXPENSES 2026704 2026704 ESSAY CONTEST 108031 108031 LOSS ON WRITE-OFF 63608 63608 EDUCATIONAL PROGRAMMING 16591 16591 53981 37726 6659 9596 4391878 3686134 510470 195274 283471 920458 1946882 1719549 234615 100125 94592 146401 64263 71254 1209638 462013 14895832 9114294 6017675 5781538 10735098 10453663 6366081 6528760 26952315 26183761 624100 609392 342994 348788 6300000 6300000 810000 810000 68800 39600 671908 1216759 8817802 9324539 X 6121553 5237753 1881403 1553520 10131557 10067949 18134513 16859222 26952315 26183761 X -733467 3033 -544857 X 0 1 X 1 0 X 2120379 7751149 2279509 1722370 2590060 16463467 2120379 7751149 2279509 1722370 2590060 16463467 7580956 8882511 229849 234878 320581 396102 446701 1628111 18091578 1941110 0.49100 0.48840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 18330610 6005 734852 1300000 17771467 17894457 121413 1112466 797726 18330610 16488392 14417 1871648 480000 17894457 11739594 5561212 -308414 504000 16488392 11365316 687672 192606 506000 11739594 0.38170 0.56650 0.05180 0 0 8299991 2771906 5528085 6595841 6342388 253453 5781538 INVESTMENT IN FEDERATION POOLED FUNDS 6528760 F 6528760 RATE SWAP LIABILITY 1196462 AGENCY FUNDS 20297 1216759 X 4400571 3032 85984 691535 780551 3620020 38391 38391 3658411 5675863 85984 1300000 1385984 4289879 38391 63608 101999 4391878 PART III, LINE 1A: THE MUSEUM'S STANDING EXHIBITS ARE GENERALLY COMPRISED OF ITEMS, WHICH ARE DONATED AND/OR LOANED AT NO COST. THE MUSEUM HAS NOT CAPITALIZED ANY OF ITS COLLECTIONS. PART III, LINE 4: THE MUSEUM HOUSES THE TEMPLE-TIFERETH ISRAEL'S GALLERY, AN INTERNATIONALLY-RECOGNIZED COLLECTION OF JUDAICA. THE MUSEUM ALSO HOUSES A VARIETY OF INTERACTIVE AND EXPERIENTIAL EXHIBITS USING VARIOUS MEDIA, WHICH BRINGS REGIONAL JEWISH HISTORY TO LIFE. IT ALSO HOUSES A DISPLAY OF JUDAIC ART, RITUAL OBJECTS AND ARTIFACTS. PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE MUSEUM'S PROGRAMS. PART X, LINE 2: THE MUSEUM HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE MUSEUM MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE MUSEUM, THE CONTINUED TAX-EXEMPT STATUS OF BONDS ISSUED, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. AT JUNE 30, 2019 AND 2018, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME DISTRIBUTED TO OPERATIONS 1,300,000. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -544,857. LOSS OF WRITE-OFF OF UNCOLLECTIBLE RECEIVABLE -63,608. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCOME DISTRIBUTED TO OPERATIONS 1,300,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS OF WRITE-OFF OF UNCOLLECTIBLE RECEIVABLE 63,608. HERITAGE AWARD DINNER 549800 456906 92894 21063 92894 9666 549800 456906 92894 21063 92894 9666 123623 -30729 1 COLLEGE SCHOLARSHIPS 4 70000 ESSAY CONTEST PRIZES FOR 6TH TO 12TH GRADERS 11 5000 PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS OF THE PRIZES AWARDED TO THE RECIPIENTS. THE ORGANIZATION REQUIRES THE RECIPIENTS TO REPORT HOW THEY WILL USE THE MONEY SPECIFICALLY FOR ANTI-BIAS EDUCATION. X X X X 0 0 0 0 0 0 0 0 0 DAVID SCHAFER MANAGING DIRECTOR 203414 0 0 0 0 0 0 0 29169 0 232583 0 0 0 SCHEDULE J, PART II THE MALRITE COMPANY PAID DAVID SCHAFER (MANAGING DIRECTOR) $45,914 OF BASE COMPENSATION AND $27,799 FOR NONTAXABLE BENEFITS IN 2018 FOR SERVICES PROVIDED TO THE MALTZ MUSEUM OF JEWISH HERITAGE IN HIS ROLE AS THE MUSEUM'S MANAGING DIRECTOR. A CLEVELAND - CUYAHOGA COUNTY PORT AUTHORITY 341029691 2014-08-01 6300000 REFINANCING OF A PRIOR TAX-EXEMPT BOND 0 0 0 A 6300000 6300000 2014 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 1 0 1 0 0 NA 0 0 1 A 1 MILTON MALTZ MILTON MALTZ IS A TRUSTEE ON THE BOARD FUNDING FOR SPECIAL EXHIBITIONS X 475000 475000 0 1 1 MILTON MALTZ MILTON MALTZ IS A TRUSTEE ON THE BOARD ADDITIONAL FUNDING FOR SPECIAL EXHIBITIONS X 335000 335000 0 1 1 810000 FORM 990, PART I, LINE 6 ESTIMATE OF VOLUNTEERS - SCHEDULES ARE MAINTAINED FOR THE WORK OF EACH VOLUNTEER. THE VOLUNTEERS PROVIDE SERVICE IN THE MUSEUM STORE, VISITOR SERVICES, SPEAKERS BUREAU AND AS MEMBERS OF THE FRIENDS OF THE MALTZ MUSEUM, A GROUP THAT HELPS RAISE FUNDS AND AWARENESS THROUGH VARIOUS ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 2 MILTON MALTZ AND TAMAR MALTZ HAVE A FAMILY RELATIONSHIP. MILTON MALTZ, TAMAR MALTZ AND JAMES GOMEZ HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 DURING THE FISCAL YEAR, THE BYLAWS WERE UPDATED TO INCREASE THE NUMBER OF TRUSTEE CLASSES FROM FIVE TO EIGHT, AS WELL AS TO AMEND THE TERMS OF EACH CLASS. FORM 990, PART VI, SECTION A, LINE 6 PURSUANT TO THE MUSEUM'S ARTICLES OF INCORPORATION, THERE ARE THREE CLASSES OF MEMBERS: THE MALTZ FAMILY FOUNDATION MEMBER, THE TEMPLE TIFERETH ISRAEL MEMBER, AND THE JEWISH FEDERATION OF CLEVELAND MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE RIGHTS OF EACH CLASS OF MEMBERS, INCLUDING THE RIGHT TO ELECT TRUSTEES, ARE DETAILED IN THE MUSEUM'S CODE OF REGULATIONS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE AUTHORITY TO APPROVE THE FOLLOWING ACTIONS: LIQUIDATION OR DISSOLUTION OF THE MUSEUM; MERGER, CONSOLIDATION OR TRANSFER OF THE MUSEUM ASSETS; AND REPEAL, MODIFY AND OR AMEND THE MUSEUM'S GOVERNING DOCUMENTS. THE TRUSTEES ARE CHARGED WITH OVERSIGHT OF ALL OPERATIONAL AND FINANCIAL DECISIONS OF THE MUSEUM. THE SEVEN CLASSES OF TRUSTEES ARE: FOUNDATION, TEMPLE, FEDERATION, AT-LARGE, HONORARY, EX-OFFICIO, AND INSTITUTIONAL. HONORARY AND EX-OFFICIO CLASSES HAVE A VOICE BUT NO VOTE, ALL OTHER CLASSES HAVE BOTH A VOICE AND A VOTE. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES COMPRISED OF VOLUNTEERS ARE EXPECTED TO PREPARE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS BUT DURING THE YEAR THIS DID NOT ALWAYS OCCUR. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES IS NOTIFIED THAT A PUBLIC DISCLOSURE COPY OF THE FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING, UPON REQUEST. THE 990 IS ALSO DISTRIBUTED TO THE FINANCE COMMITTEE OF THE MUSEUM. THIS GROUP SPENDS TIME DURING A MEETING TO REVIEW THE FORM IN DETAIL BEFORE FILING. SCHEDULE B, WHICH REFLECTS CONTRIBUTOR INFORMATION AND IS NOT REQUIRED TO BE PUBLICLY DISCLOSED, IS OMITTED FROM THE COPY DISTRIBUTED AND REVIEWED BY THESE GROUPS, TO MAINTAIN DONOR CONFIDENTIALITY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY A CONFLICT OF INTEREST QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY EVERY TRUSTEE AND OFFICER. THE RESULTS ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR AND OFFICERS FOR ANY CONFLICTS. ANY CONFLICTS ARE REPORTED AND REVIEWED WITH THE BOARD FOR RESOLUTION. ANY TRUSTEE OR OFFICER WHO HAS A CONFLICT RECUSES HIMSELF OR HERSELF FROM VOTING ON THE ISSUE IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF ALL MEMBERS OF THE FINANCE COMMITTEE, APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE MUSEUM. ON AN ANNUAL BASIS, THE COMMITTEE PERFORMS AN INDUSTRY SALARY REVIEW FROM PUBLICLY AVAILABLE INFORMATION. THE EXECUTIVE DIRECTOR IS NOT IN THE ROOM AT THE TIME OF THE DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15B: THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES WHO RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND BOARD-ADOPTED POLICIES ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -544,857.