2019-11-12T12:30:35-06:00 2018-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2018-01-01 232788633 NATIONAL LIBERTY MUSEUM NATI 2159252800 321 CHESTNUT STREET PHILADELPHIA PA 19106 GWEN BOROWSKY CEO 2159252800 2019-11-12 1 JENNIFER SOLOT P00749373 2155677770 50.203.243.162 2019-11-12 13:30:27 ES P 42EE97634FBA116BD812AEF6F3A565108EF8C38C 77CA6B56B756E7D447116D987DC2386506D64E33 2018 2020-01-14 16:20:31Z GWEN BOROWSKY 321 CHESTNUT STREET PHILADELPHIA PA 19106 5053596 0 X WWW.LIBERTYMUSEUM.ORG X 1994 PA NLM BRINGS LIBERTY TO LIFE THROUGH STORIES OF PEOPLE WHOSE CHARACTER AND COURAGE HAVE EXPANDED LIBERTY FOR ALL. 37 36 43 40 8899 27735 1784171 2588007 120444 100483 1152521 1634058 -282060 -303826 2775076 4018722 0 0 0 0 1618613 1531413 0 0 548195 1296410 1384897 2915023 2916310 -139947 1102412 21625328 21290782 672858 2008113 20952470 19282669 X THE NATIONAL LIBERTY MUSEUM BRINGS LIBERTY TO LIFE THROUGH STORIES OF PEOPLE WHOSE CHARACTER AND COURAGE HAVE EXPANDED LIBERTY FOR ALL. THE MUSEUM'S EXHIBITS, EDUCATIONAL EXPERIENCES AND PUBLIC PROGRAMS INSPIRE VISITORS TO THINK ABOUT LIBERTY AS AN ONGOING HUMAN QUEST THAT WE ALL SHARE. 0 0 369347 YOUNG HEROES OUTREACH PROGRAM - IN THE YEARLONG, EVIDENCE-BASED CIVIC LEADERSHIP PROGRAM FOR 4TH-8TH GRADERS, THE NLM'S OUTREACH EDUCATORS WORK SIDE-BY-SIDE WITH CLASSROOM TEACHERS TO FACILITATE THE NLM'S INNOVATIVE CURRICULUM. IN THE FIRST HALF OF THE SCHOOL YEAR, PARTICIPATING STUDENTS LEARN LEADERSHIP STRATEGIES, THEIR RIGHTS AND RESPONSIBILITIES AS CITIZENS, AND THE SOCIAL SKILLS THAT WILL HELP THEM SUCCEED IN SCHOOL AND IN LIFE. AFTER COMPLETING OUR CURRICULAR MODULES, STUDENTS ACTIVATE WHAT THEY HAVE LEARNED BY DEVELOPING AND LEADING COMMUNITY SERVICE PROJECTS, WITH SUPPORT FROM THE NLM'S EDUCATORS. THE YOUNG HEROES OUTREACH PROGRAM HAS BEEN DEMONSTRATED TO MEASURABLY IMPROVE STUDENTS' SOCIAL-EMOTIONAL AND LEADERSHIP SKILLS. 262385 EDUCATIONAL GROUP TOURS AND WORKSHOPS - THE NLM OFFERS A RANGE OF ENGAGING GUIDED TOURS AND EXTENDED MUSEUM LEARNING EXPERIENCES INVOLVING A TOUR AND HANDS-ON WORKSHOP FOR YOUNG PEOPLE OF ALL AGES, BACKGROUNDS AND LEARNING STYLES. THE NLM'S TOUR CURRICULUM IS STANDARDS-ALIGNED AND INCORPORATES FOUR THEMES: APPRECIATING DIVERSITY, BALANCING RIGHTS WITH RESPONSIBILITIES, RESOLVING CONFLICTS RESPECTFULLY, AND LEARNING ABOUT HEROES OF LIBERTY. EDUCATORS FACILITATE AN ONGOING DISCUSSION WITH SMALL GROUPS OF STUDENTS AS THEY GUIDE THEM THROUGH THE NLM'S EIGHT GALLERIES, WHERE STUDENTS INTERACT WITH INSPIRATIONAL STORIES OF LIBERTY HEROES AND EXPLORE HOW EACH OF US CAN USE OUR TIME, TALENTS, AND RESOURCES TO KEEP LIBERTY THRIVING. 247768 AUDIENCE ENGAGEMENT PROGRAMS - NLM AMPLIFIES ITS IMPACT THROUGH INTERACTIVE, DIGITAL AND SOCIAL MEDIA PROGRAMS AND INITIATIVES THAT CONNECT NLM TO AUDIENCES WELL BEYOND OUR FOUR WALLS. THROUGHOUT THE YEAR, NLM DESIGNS AND IMPLEMENTS AUDIENCE ENGAGEMENT PROGRAMS TO EXTEND THE REACH OF ITS TEMPORARY/PERMANENT EXHIBITS, ON-SITE PROGRAMS AND OUTREACH INITIATIVES OPERATING INSIDE SCHOOLS. THESE PROGRAMS ENABLE NLM TO SERVE A WIDE RANGE OF AUDIENCES, FROM MUSEUM-GOERS AND TOURISTS VISITING OUR REGION, TO FAMILIES, EDUCATORS, STUDENTS, HUMAN RESOURCE PROFESSIONALS AND THOSE INTERESTED IN THE MEDIUM OF GLASS ART. 1156193 34621 COMMUNITY AWARDS PROGRAMS - CORE TO THE NLM'S MISSION IS HOSTING ANNUAL AWARDS PROGRAMS CELEBRATING "EVERYDAY" LIBERTY HEROES IN THE COMMUNITY. THE MUSEUM CURRENTLY OFFERS FOUR ANNUAL AWARDS PROGRAMS PUBLICLY HONORING OUTSTANDING CITIZENS FROM AMONG 1) YOUTH, 2) EDUCATORS, 3) FIRST RESPONDERS, AND 4) HEALTHCARE INNOVATORS. TO DATE, THE NLM HAS RECOGNIZED THOUSANDS OF EXCEPTIONAL MEN, WOMEN, AND YOUNG PEOPLE FROM EVERY WALK OF LIFE WHO HAVE USED THEIR TIME, TALENTS, AND RESOURCES TO KEEP LIBERTY THRIVING AND MAKE A POSITIVE IMPACT IN THE LIVES OF OTHERS ON A LOCAL AND GLOBAL SCALE.GLASS ART PROGRAMS - CONTEMPORARY GLASS ART IS THE PRIMARY ARTISTIC MEDIUM OF NLM. THROUGHOUT THE YEAR, NLM CURATES TEMPORARY EXHIBITS SHOWCASING BOTH NEW AND RENOWNED ARTISTS WHOSE ART EXPLORES NLM'S LIBERTY THEMES IN INNOVATIVE AND CREATIVE WAYS. ARTISTS INTERACT WITH THE PUBLIC THROUGH DEMONSTRATIONS, LECTURES AND PANEL DISCUSSIONS. A VARIETY OF ACTIVITIES APPEAL TO ALL AGES AND INTERESTS, INCLUDING DANCE, MUSIC AND SPOKEN WORD.OTHER ON-SITE PROGRAMS - NLM'S ONSITE PROGRAMS BRING LIBERTY TO LIFE WITH EVENTS, ACTIVITIES AND ENRICHMENT SCHEDULED THROUGHOUT THE YEAR FOR A WIDE RANGE OF AUDIENCES. THESE PROGRAMS INCLUDE EVENING DISCUSSION FORUMS THAT ENCOURAGE INTERACTIVE COMMUNITY DIALOG ON RELEVANT LIBERTY TOPICS; FUN AND ENGAGING PROGRAMS FOR FAMILIES AND KIDS OF ALL AGES; EXPERT LECTURE SERIES IN PARTNERSHIP WITH LEADING REGIONAL AND NATIONAL ORGANIZATIONS; AND CUSTOMIZED DIVERSITY, EQUITY & INCLUSION TRAINING PROGRAMS FOR THE CORPORATE, NON-PROFIT AND EDUCATION SECTORS. 1156193 34621 2035693 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 42 0 1 43 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X GWEN BOROWSKY CEO 2159252800 321 CHESTNUT STREET PHILADELPHIA PA 19106 THOMAS CARAMANICO TRUSTEE 2.00 X 0 0 0 ADELE SCHAEFFER TRUSTEE 2.00 X 0 0 0 ALAN LINDY TRUSTEE 2.00 X 0 0 0 ARNOLD M PESKIN TRUSTEE 2.00 X 0 0 0 BERNARD J KELLEY TRUSTEE 2.00 X 0 0 0 BRENDAN M GILMORE TRUSTEE 2.00 X 0 0 0 BRIAN DAGGETT TRUSTEE 2.00 X 0 0 0 BRIAN EFFRON PRESIDENT 2.00 X X 0 0 0 CLAUDIA SPRINGER TRUSTEE 2.00 X 0 0 0 CYMA SATELL TRUSTEE 2.00 X 0 0 0 DAVID GRUBER TRUSTEE 2.00 X 0 0 0 DOUGLAS O TOZOUR TRUSTEE 2.00 X 0 0 0 DR ARLENE SILVERS TRUSTEE 2.00 X 2085 0 0 DR BRIAN ENGLANDER TRUSTEE 2.00 X 0 0 0 DR HERB KEAN TRUSTEE 2.00 X 0 0 0 EDWARD M SATELL TRUSTEE 2.00 X 0 0 0 ELAINE LEVITT TRUSTEE 2.00 X 0 0 0 ELIZABETH GALVIN TRUSTEE 2.00 X 0 0 0 ETTA WINIGRAD TRUSTEE 2.00 X 0 0 0 FRANZ RABAUER TRUSTEE 2.00 X 0 0 0 JACK FARBER TRUSTEE 2.00 X 0 0 0 JASON THACKER TRUSTEE 2.00 X 0 0 0 MICHAEL B AZEEZ TRUSTEE 2.00 X 0 0 0 NICOLE L LEVINE TRUSTEE 2.00 X 0 0 0 NORMAN COHN TRUSTEE 2.00 X 0 0 0 ROBERT FORD TRUSTEE 2.00 X 0 0 0 RONALD L CAPLAN TRUSTEE 2.00 X 0 0 0 SHELBY FORD TRUSTEE 2.00 X 0 0 0 SHERRIE SAVETT TRUSTEE 2.00 X 0 0 0 STEPHEN K LEFF TRUSTEE 2.00 X 0 0 0 SUSAN M STEVENS TRUSTEE 2.00 X 0 0 0 SUZANNE BINSWANGER TRUSTEE 2.00 X 0 0 0 THOMAS SCANNAPIECO TRUSTEE 2.00 X 0 0 0 GWEN BOROWSKY CEO 38.75 X X 127819 0 16088 FLORA BECKER TRUSTEE 2.00 X 0 0 0 ALEX FRIEDMAN TRUSTEE 2.00 X 0 0 0 LISA PACELL TRUSTEE 2.00 X 0 0 0 NARESH SUBNANI CFO (7/10/17-3/29/18) 38.75 X 41200 0 371 MARGARET SWEENEY VP OF DEVELOPMENT 38.75 X 111552 0 8776 282656 0 25235 2 0 0 0 TUTOR PERINI BUILDING CORP ONE LOGAN SQUARE 130 N 18TH ST PHILADELPHIA PA 19103 CONSTRUCTION 1318449 KUBIK MALTBIE 7000 COMMERCE PKWY MOUNT LAUREL NJ 08054 CONSTRUCTION 667751 BATWIN & ROBIN PRODUCTIONS INC 151 W 19TH ST 10TH FLOR NEW YORK NY 10011 CONSTRUCTION 250024 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 VENUE FOR AUCTION 160761 4 2920 759294 1825793 2588007 ADMISSION INCOME 713990 100483 100483 100483 440806 440806 44918 48217 -3299 -3299 -1440 -1859 1680674 487422 1193252 1193252 1193252 71000 759294 358493 -287493 -287493 80084 140742 -60658 -65862 5204 OTHER INCOME 900099 42489 42489 CATERING INCOME 900099 5135 5135 47624 4018722 34621 8899 1387195 185479 54812 45090 85577 1027743 737763 54751 235229 5363 3635 410 1318 190623 126921 16727 46975 122205 82828 9346 30031 93182 93182 284033 177122 43606 63305 54466 54466 117725 103796 7498 6431 25842 20286 1047 4509 87955 64574 10012 13369 25639 25031 420 188 33384 20006 9236 4142 378989 376574 1667 748 39968 34467 3798 1703 TAX EXPENSE 7402 4436 2048 918 OUTREACH 50167 20130 30037 MISCELLANEOUS 49836 24136 11143 14557 OTHER PROGRAM EXPENSES 43862 41275 1786 801 92447 63435 20655 8357 2916310 2035693 332422 548195 370121 1340711 1083582 258330 735559 621952 1001828 954094 46567 14635 8142446 3483694 3147988 4658752 15239683 13442308 21625328 21290782 498871 118735 1723074 173987 166304 672858 2008113 X 17589859 15491854 576673 3790815 2785938 0 20952470 19282669 21625328 21290782 X 1102412 -2558386 -213827 X 0 1 X 1 0 X 1295835 1351075 1688693 1784171 2588007 8707781 429150 632183 773264 260795 122118 2217510 1724985 1983258 2461957 2044966 2710125 10925291 336823 583609 920432 0 336823 583609 920432 10004859 325534 399744 374860 377673 466138 1943949 325534 399744 374860 377673 466138 1943949 37983 8169 46152 25751 43547 105096 101132 113489 389015 2076270 2426549 2941913 2561754 3297921 13304407 0.75200 0.82700 0.14610 0.12430 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2017 AMOUNT: $ 70,000. 2018 AMOUNT: $ 71,000. MISCELLANEOUS INCOME - 2014 AMOUNT: $ 25,751. 2015 AMOUNT: $ 43,547. 2016 AMOUNT: $ 105,096. 2017 AMOUNT: $ 31,132. 2018 AMOUNT: $ 42,489. X X 1 2785938 -174814 117550 2493574 2536698 358897 109657 2785938 2447442 2167 191450 104361 2536698 2556851 59588 -65962 103035 2447442 2510003 3857 70512 27521 2556851 1.00000 0 0 3430802 1214365 2216437 73371 68927 4444 4638273 2200402 2437871 4658752 CHARITABLE GIFT ANNUITY LIABILITY 166304 166304 X 1618889 -2558386 396000 -315649 -2478035 4096924 -78202 -78202 4018722 3288690 396000 108239 504239 2784451 93182 38677 131859 2916310 PART III, LINE 1A: THE ORGANIZATION CHANGED ITS ACCOUNTING POLICY IN 2017 RELATING TO THE CAPITALIZATION OF ITS COLLECTION AND HAS RETROSPECTIVELY APPLIED THE NEW POLICY. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS ARE PRIMARILY GLASS ART THAT ILLUSTRATES THE CONNECTION BETWEEN FREEDOM AND SELF-EXPRESSION. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART V, LINE 4: TO SUPPORT ACTIVITIES FOR PERPETUITY PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN TAX POSITIONS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES -8,640. INVESTMENT EXPENSES -93,182. CHANGE IN VALUE OF LIABILITY UNDER CHARITABLE GIFT ANNUITY -26,192. LOSS ON DISPOSAL OF EQUIPMENT -187,635. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -48,217. GIFT SHOP SALARIES & BENEFITS -60,022. OUTREACH EXPENSES INCLUDED IN SPECIAL EVENTS ON FS 30,037. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 48,217. GIFT SHOP SALARIES & BENEFITS 60,022. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 8,640. OUTREACH EXPENSES INCLUDED IN SPECIAL EVENTS ON FS 30,037. GLASS AUCTION 830294 759294 71000 63436 97325 80524 117208 830294 759294 71000 63436 97325 80524 117208 358493 -287493 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS, ROBERT (DECEASED IN 2018) AND SHELBY FORD ARE MARRIED. BOARD MEMBERS EDWARD AND CYMA SATELL ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT AUDIT FIRM PRESENTS THE AUDITED FINANCIAL STATEMENTS, THE MANAGEMENT LETTER, AND THE FORM 990 TO THE ENTIRE FINANCE COMMITTEE. THE ORGANZIATION'S CEO REVIEWS THE 990 AND RECONCILES IT WITH THE AUDITED FINANCIAL STATEMENTS. THE BOARD WILL RECEIVE A COPY OF THE FORM 990 AFTER IT HAS BEEN REVIEWED BY THE FINANCE COMMITTEE AND THE CEO. THE ORGANIZATION'S CEO WILL THEN SIGN THE 990 THAT THE ORGANIZATION FILES WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES MUST REFRAIN FROM ANY PRIVATE BUSINESS OR PROFESSIONAL ACTIVITIES THAT PLACE THEM IN A POSITION OF CONFLICT BETWEEN THEIR PRIVATE INTERESTS AND THE INTERESTS OF THE MUSEUM. OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES WILL NOT ENGAGE IN ANY PRIVATE ACTIVITY WHICH INVOLVES USE OF, OR APPEARANCE OF THE USE OF, OFFICAL INFORMATION OR OTHER INFORMATION GAINED THROUGH THEIR EMPLOYMENT BY THE MUSEUM, WHICH IS NOT AVAILABLE TO THE GENERAL PUBLIC OR WOULD NOT BE MADE AVAILABLE UPON REQUEST, FOR PRIVATE GAIN FOR THEMSELVES, THEIR FAMILIES, THEIR FRIENDS OR BUSINESS ASSOCIATES, EITHER DIRECTLY OR INDIRECTLY. OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES WHO ARE NOT CERTAIN WHETHER ANY PARTICULAR ACTIVITY OR RELATIONSHIP CREATES A CONFLICT OR POTENTIAL CONFLICT OF INTEREST SHOULD DISCUSS THE MATTER WITH THEIR SUPERVISOR OR THE CEO. DURING 2018, THE MUSEUM IMPLEMENTED A CONFLICT OF INTEREST STATEMENT IN WHICH BOARD MEMBERS AND EMPLOYEES COMPLY WITH ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD IS INVOLVED IN DETERMINING COMPENSATION ANNUALLY. THEY CONDUCT EXTENSIVE RESEARCH AND COMPARE COMPENSATION WITH SIMILAR ORGANIZATIONS, AS WELL AS AN ANALYSIS OF THE PERFORMANCE REVIEW, THE COMPENSATION OF EMPLOYEES IN SIMILAR ORGANIZATIONS, THE INDIVIDUAL'S BACKGROUND AND EXPERTISE AND LOCAL AND NATIONAL ECONOMIC CONDITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIABILITY UNDER CHARITABLE GIFT ANNUITY -26,192. LOSS ON DISPOSAL OF EQUIPMENT -187,635. AMERICAN INTERFAITH INSTITUTE 321 CHESTNUT STREET PHILADELPHIA PA 19106 232224632 RESEARCH AND STUDY OF THE CAUSES OF RACIAL AND RELIGIOUS PREJUDICES PA 501(C)(3) LINE 10 NATIONAL LIBERTY MUSEUM 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 AMERICAN INTERFAITH INSTITUTE K 396000 FMV