2018-12-19T12:18:16-06:00 2018-06-30 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2017-07-01 237379280 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY NATI 2159233812 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 IVY BARSKY CHIEF EXECUTIVE OFFICER 2159233812 2018-12-13 1 HELEN M MARTIN P01330899 2158818800 64.238.150.4 2018-12-13 14:36:37 ES P 5D794220C68C161820A811785299AFD302F4C684 0EDE4F5BE59FB99924CAAEE7408372872BC47088 2017 2019-02-21 02:37:17Z IVY BARSKY 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 13456048 0 X WWW.NMAJH.ORG X 1973 PA THE NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY (NMAJH) BRINGS TO LIFE THE 360-YEAR HISTORY OF JEWS IN AMERICA. LOCATED ON HISTORIC INDEPENDENCE MALL IN PHILADELPHIA, NMAJH SITS ADJACENT TO THE ICONS OF FREEDOM IN AMERICAN HISTORY AND CONTRIBUTES TO THE NATIONAL DIALOGUE ON RELIGION, ETHNICITY, AND PLURALISM. THE MUSEUM IS THE ONLY INSTITUTION THAT TELLS THE STORY OF AMERICAN HISTORY THROUGH THE LENS OF THE JEWISH EXPERIENCE, UNIQUELY TRACING HOW JEWISH IMMIGRANTS BECAME JEWISH AMERICANS. THROUGH DYNAMIC, INTERACTIVE EXHIBITIONS AND ENGAGING EDUCATIONAL PROGRAMS, THE MUSEUM INVITES VISITORS OF ALL BACKGROUNDS TO CELEBRATE THEIR OWN HERITAGES, HISTORIES, AND TRADITIONS BY REFLECTING ON HOW IMMIGRANTS SHAPE AND ARE SHAPED BY THE AMERICAN EXPERIENCE. 28 28 61 109 106205 -119412 7326729 5908943 985673 910852 171770 808904 -475977 -283423 8008195 7345276 0 0 0 0 4152242 2766802 236804 92008 1999555 9668195 8308426 14057241 11167236 -6049046 -3821960 104034166 99565868 32142291 31888474 71891875 67677394 X THE NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY, ON INDEPENDENCE MALL IN PHILADELPHIA, PRESENTS EDUCATIONAL PROGRAMS AND EXPERIENCES THAT PRESERVE, EXPLORE, AND CELEBRATE THE HISTORY OF JEWS IN AMERICA. ITS PURPOSE IS TO CONNECT JEWS MORE CLOSELY TO THEIR HERITAGE AND TO INSPIRE IN PEOPLE OF ALL BACKGROUNDS A GREATER APPRECIATION FOR THE DIVERSITY OF THE AMERICAN JEWISH EXPERIENCE AND THE FREEDOMS TO WHICH AMERICANS ASPIRE. 0 0 6394390 1053645 IN SPRING/SUMMER 2018, THE MUSEUM PRESENTED ITS ORIGINAL SPECIAL EXHIBITION, LEONARD BERNSTEIN: THE POWER OF MUSIC. THE EXHIBITION CREATED OPPORTUNITIES FOR NUMEROUS PARTNERSHIPS, EDUCATIONAL AND PUBLIC PROGRAMS, AND EXPERIENCES REACHING MORE THAN 32,000 VISITORS, INCLUDING 80+ GROUPS FROM SIX STATES AND CANADA. IN FALL 2017, THE MUSEUM PRESENTED SIFTING THROUGH ASHES, A HOLOCAUST-RELATED SPECIAL EXHIBITION FEATURING PAINTINGS AND PHOTOGRAPHY BY BRUCE GENDELMAN. THE MUSEUM TOURED A MAJOR ARTIFACT SHOW, 1917: HOW ONE YEAR CHANGED THE WORLD (CO-ORGANIZED WITH THE AMERICAN JEWISH HISTORICAL SOCIETY) TO THE WORLD WAR I MUSEUM IN KANSAS CITY UNDER THE TITLE, FOR LIBERTY. IT ALSO CREATED A POP-UP SHOW, POWER OF PROTEST: THE MOVEMENT TO FREE SOVIET JEWS, WHICH PREMIERED AT NMAJH LAST FALL AND TRAVELED TO FOUR VENUES ACROSS THE COUNTRY. THE MUSEUM SERVED 10,700 STUDENTS AND SECURED FUNDS TO UNDERWRITE ADMISSION AND TRANSPORTATION COSTS FOR ALL SCHOOLS, CAMP GROUPS, AND COMMUNITY ORGANIZATIONS WITH DEMONSTRATED FINANCIAL NEED. NMAJH OFFERED FREE ADMISSION ON JULY 4TH, MLK DAY, AND PRESIDENTS' DAY, AND FRIDAY AFTERNOONS DURING BERNSTEIN. THE MUSEUM ORGANIZED ITS THIRD NATIONAL EDUCATORS INSTITUTE (NEI), WITH FOUR DAYS OF INTENSIVE WORKSHOPS AND EXPERIENTIAL LEARNING FOR 25 EDUCATORS FROM NINE STATES. ADDITIONALLY, THE MUSEUM PRESENTED TWO TRAVELING NEI WORKSHOPS, IN BOSTON AND DETROIT, FOR 85 TEACHERS FROM 30 SCHOOLS. 6394390 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 80 0 1 61 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X IVY BARSKY CEO 2159233811 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 PHILIP M DARIVOFF CHAIRPERSON 3.00 X X 0 0 0 STEPHEN A COZEN FIRST VICE CHAIRPERSON 2.00 X X 0 0 0 ANDREW R HEYER VICE CHAIRPERSON 2.00 X X 0 0 0 THOMAS O KATZ VICE CHAIRPERSON 2.00 X X 0 0 0 JOSEPH S ZURITSKY VICE CHAIRPERSON 2.00 X X 0 0 0 ELIJAH S DORNSTREICH TREASURER 2.00 X X 0 0 0 MARK OSTER SECRETARY 2.00 X X 0 0 0 RONALD RUBIN TRUSTEE & CHAIR EMERITUS 2.00 X X 0 0 0 LYN M ROSS HONORARY CHAIR 3.00 X X 0 0 0 SUSANNA LACHS ADLER TRUSTEE 2.00 X 0 0 0 PHILIP BALDERSTON TRUSTEE 2.00 X 0 0 0 ALEC ELLISON TRUSTEE 2.00 X 0 0 0 ALAN J HOFFMAN TRUSTEE 2.00 X 0 0 0 SHARON TOBIN KESTENBAUM TRUSTEE 2.00 X 0 0 0 ELAINE LINDY TRUSTEE 2.00 X 0 0 0 MITCHELL L MORGAN TRUSTEE 2.00 X 0 0 0 LISA B POPOWICH TRUSTEE 2.00 X 0 0 0 MARC PORTER TRUSTEE 2.00 X 0 0 0 DANIEL PROMISLO TRUSTEE 2.00 X 0 0 0 LAURY SALIGMAN TRUSTEE 2.00 X 0 0 0 MIRIAM SCHNEIROV TRUSTEE 2.00 X 0 0 0 SHERRIE R SAVETT TRUSTEE 2.00 X 0 0 0 BRETT SCHULMAN TRUSTEE 2.00 X 0 0 0 DANIEL SHAPRIO TRUSTEE 2.00 X 0 0 0 MICHELLE SINGER TRUSTEE 2.00 X 0 0 0 MEREDITH C SLAWE TRUSTEE 2.00 X 0 0 0 LINDY SNIDER TRUSTEE 2.00 X 0 0 0 SHANIN SPECTER TRUSTEE 2.00 X 0 0 0 ROY J ZUCKERBERG EX OFFICIO MEMBER-NONVOTING 2.00 X 0 0 0 HAROLD BERGER TRUSTEE EMERITUS-NONVOTING 2.00 X 0 0 0 D WALTER COHEN CHAIRMAN EMERITUS-NONVOTING 2.00 X 0 0 0 GWEN GOODMAN EXEC DIR EMERITA-NONVOTING 2.00 X 0 0 0 RAYMOND PERELMAN TRUSTEE EMERITUS-NONVOTING 2.00 X 0 0 0 RUTH SARNER LIBROS PRESIDENT EMERITA-NONVOTING 2.00 X 0 0 0 SAMUEL J SAVITZ TRUSTEE EMERITUS-NONVOTING 2.00 X 0 0 0 IVY BARSKY CHIEF EXECUTIVE OFFICER 40.00 X 290846 0 29074 PAUL WAIMBERG CFO (AS OF DECEMBER 2017) 40.00 X 15357 0 180 DONALD MAEDCHE CFO (THRU NOVEMBER 2017) 40.00 X 137502 0 12367 JACOB WEISSBACH DIRECTOR OF DEVELOPMENT 40.00 X 143758 0 24313 JOSHUA PERELMAN CHIEF CURATOR, DIR OF EXH. 40.00 X 124676 0 17653 STEPHEN DONATO DIRECTOR OF INFO SYSTEMS 40.00 X 108425 0 3593 820564 0 87180 5 0 1 0 ECHELON PROTECTION & SURVEILLANCE 542 N LEWIS ROAD STE 103 LIMERICK PA 19468 SECURITY CONTRACT 567377 EMCOR SERVICES 9815 ROOSEVELT BOULEVARD SUITE A PHILADELPHIA PA 19114 ENGINEERING CONTRACT 431041 ABM JANITORIAL - MIDATLANTIC INC PO BOX 419860 BOSTON MA 02241 JANITORIAL 254184 ATELIER ART SERVICES INC P O BOX 56316 PHILADELPHIA PA 19130 ARTIFACT SHIPPING 179502 COMMUNITY COUNSELLING SERVICE CO LLC P O BOX 824885 PHILADELPHIA PA 19182 CONSULTING 160000 7 917308 372724 4618911 1146 5908943 FACILITY RENTALS 713990 436458 436458 ADMISSIONS TO EXHIBITS 713990 350545 350545 LUNCH AND CATERING INCOME 713990 66757 66757 MISCELLANEOUS OTHER REVENUE 713990 57092 57092 910852 191883 191883 5830190 5213169 617021 617021 617021 126800 917308 659221 -532421 -532421 487380 238382 248998 142793 106205 7345276 1053645 106205 276483 513444 109102 234282 170060 1702748 1057777 379204 265767 45532 27864 11841 5827 505078 282241 127406 95431 1403 749 382 272 39140 20894 10648 7598 92008 92008 34577 34577 460704 245827 125291 89586 155058 82774 42185 30099 378174 201876 102888 73410 70458 37720 19216 13522 336420 179589 91526 65305 23281 12428 6334 4519 1255844 1255844 2958913 1579537 804999 574377 166318 88785 45248 32285 CONTRACTED SERVICES 1355445 723568 368761 263116 EXHIBITION COSTS 279599 128445 65461 85693 EXHIBIT MAINT COSTS 192063 102528 52252 37283 STORAGE 169666 90572 46159 32935 431363 166270 204631 60462 11167236 6394390 2773291 1999555 1062690 135045 1216388 1957984 7258028 5636078 78005 171144 216364 215685 10586 48861 112102978 25287410 89690303 86815568 4501802 4585503 104034166 99565868 1537232 1466962 448288 491329 30156771 29930183 32142291 31888474 X 61153800 57456316 5703083 5085885 5034992 5135193 71891875 67677394 104034166 99565868 -3821960 -392521 0 X X 0 1 X 1 0 X 6144097 7163640 6858691 7326729 5908943 33402100 6144097 7163640 6858691 7326729 5908943 33402100 3640428 29761672 76800 133784 180745 119580 191883 702792 34104892 5436323 0.87270 0.87070 X 12191639 12191639 759582 189896 0 0 811700 871323 909104 759582 3351709 5027564 202925 217831 227276 189896 837928 1256892 X X 0 0 5034992 16408 380593 296800 5135193 4804470 58065 442257 269800 5034992 5254376 12154 -151629 310431 4804470 5397283 21058 12035 176000 5254376 5105858 37034 442391 188000 5397283 1.00000 0 0 11354303 11354303 95252897 20885533 74367364 5495778 4401877 1093901 86815568 X 7815781 -392521 897603 505082 7310699 34577 34577 7345276 7695614 897603 897603 6798011 4369225 4369225 11167236 PART III, LINE 1A: THE MUSEUM HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED COLLECTION ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. THE MUSEUM FOLLOWS STANDARD PRACTICE IN THE FIELD IN THE CARE AND DOCUMENTATION OF ITS COLLECTIONS. FULFILLING ITS MISSION TO COLLECT AND PRESERVE THE MATERIAL CULTURE OF AMERICAN JEWS, THE MUSEUM HAS A GROWING COLLECTION WHICH CONSISTS OF MORE THAN 20,000 OBJECTS DOCUMENTING 350 YEARS OF JEWISH LIFE IN THIS COUNTRY. MATERIALS ORIGINATE IN THE AMERICAS AND EUROPE, WITH THE GREATEST PERCENTAGE BEING NORTH AMERICAN IN BOTH MANUFACTURE AND PROVENANCE. A SOCIAL HISTORY APPROACH HAS BEEN APPLIED TO COLLECTING ACTIVITIES SINCE 1991, GIVING PRIORITY TO ACQUISITIONS THAT ENCOMPASS THE DAILY OCCUPATIONAL, DOMESTIC AND COMMUNAL ASPECTS OF AMERICAN JEWISH LIFE. PART III, LINE 4: JEWISH OBJECTS USED TO TELL THE STORY OF FREEDOM. PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF A NUMBER OF GIFTS FOR A VARIETY OF PURPOSES. THESE PURPOSES INCLUDE FUNDING A LECTURE SERIES, MUSEUM DIRECTOR POSITION, AND THE CAPITAL CAMPAIGN AS WELL AS A GENERAL ENDOWMENT TO SUPPORT THE MUSEUM'S OPERATIONS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE MUSEUM AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE MUSEUM HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE MUSEUM AND HAS CONCLUDED THAT AS OF JUNE 30, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE MUSEUM RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH INCOME TAXES, IF ANY, AS PART OF ADMINISTRATIVE EXPENSES. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2018 OR 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 659,221. COST OF GOODS SOLD 238,382. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 659,221. COST OF GOODS SOLD 238,382. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION 2,958,913. INTEREST EXPENSE 1,255,844. ONE-TIME CHARGES 119,891. INVESTMENT EXPENSES 34,577. X X X 1 WAKEBY FIRE & ASSOCIATES 22 BATES RD STE 295 MASHPEE MA 02649 DIRECT RESPONSE 0 0 107547 -107547 107547 -107547 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY ANNUAL GALA - LOCAL 652246 571246 81000 83213 79755 203620 74990 ANNUAL GALA -OUT OF TOWN 391862 346062 45800 110090 61142 46411 1044108 917308 126800 193303 79755 264762 121401 659221 -532421 X X 1 0 0 0 0 0 0 0 0 IVY BARSKY CHIEF EXECUTIVE OFFICER 290846 0 0 0 0 0 10800 0 18274 0 319920 0 0 0 JACOB WEISSBACH DIRECTOR OF DEVELOPMENT 143758 0 0 0 0 0 6236 0 18077 0 168071 0 0 0 PART I, LINE 4A DONALD MAEDCHE, CFO THRU NOVEMBER 2017, RECEIVED $16,747 IN SEVERANCE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED INTERNALLY BY MANAGEMENT. THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE FOR APPROVAL. ONCE APPROVED BY THE AUDIT COMMITTEE, THE BOARD OF TRUSTEES IS NOTIFIED THAT THE RETURN IS AVAILABLE FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C NMAJH INCORPORATES THEIR CONFLICT OF INTEREST POLICY WITHIN THE CODE OF ETHICS, REVISED AND APPROVED IN 1998. ALL NEW BOARD MEMBERS ARE INTRODUCED TO THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR TERM. NEW BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND ARE SUBMITTED TO MANAGEMENT FOR REVIEW AND FOLLOW-UP, IF REQUIRED. NMAJH REQUIRES ALL BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS IS THROUGH A RECOMMENDATION BY AN INDEPENDENT AD HOC COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE UTILIZES A QUALIFIED THIRD PARTY TO ASSIST IN THE COMPENSATION ANALYSIS AND DETERMINATION. THE BOARD REVIEWS AND APPROVES COMMITTEE RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST. FORM 990 PART XII, LINE 2 C THE AUDIT COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. NO CHANGES HAVE BEEN MADE TO THIS PROCESS AS COMPARED TO THE PRIOR YEAR.