2013-08-15T09:57:00-05:00 2012-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2012-01-01 363156154 HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC HOLO 8479674800 9603 WOODS DRIVE SKOKIE IL 60077 ROBERT EISENSTADT 8479674800 2013-08-14 1 LU ANN TRAPP P01506476 3122071040 2013-08-14 2012 2016-02-25 16:41:14Z FRITZIE FRITZSHALL 9603 WOODS DRIVE SKOKIE IL 60077 14151150 0 X WWW.ILHOLOCAUSTMUSEUM.ORG X 1981 IL TO RECORD, REMEMBER, AND EDUCATE THE PUBLIC ABOUT THE HOLOCAUST. 70 70 38 300 10184 -17290 9055130 5687446 797408 769706 1023578 547947 2051590 1726758 12927706 8731857 12351 27963 0 0 2195245 2340192 0 0 1120325 5364794 5982158 7572390 8350313 5355316 381544 66959716 66663949 33265567 31942533 33694149 34721416 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. THE MUSEUM FULFILLS ITS MISSION THROUGH THE EXHIBITION, PRESERVATION AND INTERPRETATION OF ITS COLLECTIONS AND THROUGH EDUCATION PROGRAMS AND INITIATIVES THAT FOSTER THE PROMOTION OF HUMAN RIGHTS AND THE ELIMINATION OF GENOCIDE. 0 0 5031931 0 410124 THE ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER CONTAINS THE LARGEST COLLECTION IN THE MIDWEST OF MEMORABILIA DONATED BY SURVIVORS AND LIBERATORS OF THE HOLOCAUST. THE MUSEUM, WHICH OPENED ITS DOORS TO THE PUBLIC ON APRIL 19, 2009, IS DEDICATED TO PRESERVING THE MEMORIES OF THOSE LOST IN THE HOLOCAUST AND TEACHING CURRENT GENERATIONS ABOUT THE NEED TO FIGHT HATRED, INDIFFERENCE AND GENOCIDE IN TODAY'S WORLD. 813014 27963 346143 THE MUSEUM FACILITATES SEMINARS, SYMPOSIA, AND TRAINING WORKSHOPS REGARDING HOLOCAUST EDUCATION. THROUGH ITS SPEAKERS' BUREAU, SURVIVORS AND LIBERATORS OF THE HOLOCAUST ARE AVAILABLE TO ADDRESS AUDIENCES REGARDING THE HOLOCAUST. THE MUSEUM OFFERS A WIDE ARRAY OF PUBLIC PROGRAMS INCLUDING COMMEMORATIONS, GUEST SPEAKERS, CONCERTS, AND FAMILY PROGRAMS. DOCENT-LED AND SELF-GUIDED TOURS ARE AVAILABLE TO SCHOOLS, UNIVERSITIES, AND THE GENERAL PUBLIC. 542392 13439 THE MUSEUM HAS FIVE EXHIBITION SPACES. THE ZEV AND SHIFRA KARKOMI EXHIBITION TELLS THE STORY OF THE HOLOCAUST THROUGH OBJECTS AND VOICES OF CHICAGOLAND SURVIVORS. FROM PRE-WAR GERMAN LIFE THROUGH THE CONCENTRATION CAMPS TO EVENTUAL LIBERATION, MORE THAN 500 DOCUMENTS, PHOTOGRAPHS, AND ARTIFACTS, INCLUDING A GERMAN RAIL CAR OF THE TYPE USED IN NAZI DEPORTATION PROGRAMS, ILLUSTRATE THE NARRATIVE OF THE HOLOCAUST. THIS EXHIBITION HIGHLIGHTS ARTIFACTS FROM THE NEARLY 17,000 PIECE COLLECTION THE MUSEUM STEWARDS. THE MILLER FAMILY YOUTH EXHIBITION IS A STATE-OF-THE-ART, INTERACTIVE EXHIBIT THAT HELPS YOUNGER VISITORS IDENTIFY WHO THEY ARE AS INDIVIDUALS AND LEARN HOW TO MAKE THE DIFFICULT DECISIONS THAT LEAD TO BEING AN "UPSTANDER" RATHER THAN A BYSTANDER.THE LEGACY OF ABSENCE GALLERY FEATURES WORKS BY INTERNATIONAL ARTISTS ADDRESSING THEMES OF ABSENCE AND LOSS IN THE CONTEXT OF THE HOLOCAUST AND OTHER GENOCIDES.THE ROOM OF REMEMBRANCE PAYS SPECIAL HOMAGE TO THE SIX MILLION JEWS MURDERED DURING THE HOLOCAUST, WHILE THE PRITZKER HALL OF REFLECTION PROVIDES A CONTEMPLATIVE SPACE FOR VISITORS COMPLETING THEIR JOURNEY THROUGH THE MUSEUM. 6387337 1 1 0 1 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 56 0 1 38 1 1 1 0 0 0 0 1 1 0 0 0 0 X 70 70 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X KEITH KIJEK 8479674866 9603 WOODS DRIVE SKOKIE IL 60077 SAM HARRIS 1.00 X X 0 0 0 FRITZIE FRITZSHALL 1.00 X X 0 0 0 JAMES GOODMAN 1.00 X X 0 0 0 AARON ELSTER 1.00 X X 0 0 0 AL LACHMAN 1.00 X X 0 0 0 RALPH REHBOCK 1.00 X X 0 0 0 BARBARA STEINER 1.00 X X 0 0 0 HARVEY SALTZMAN 1.00 X X 0 0 0 LIZ XILAS 1.00 X X 0 0 0 DAVID HAFFT 1.00 X X 0 0 0 HOWARD ACKERMAN 1.00 X 0 0 0 MICHAEL BENDER 1.00 X 0 0 0 JOHANNA BRAININ 1.00 X 0 0 0 NATHAN BRILL 1.00 X 0 0 0 SIMONA CITRON 1.00 X 0 0 0 ROBERT EISENSTADT 1.00 X 0 0 0 DAVID FIGMAN 1.00 X 0 0 0 HELGA FRANKS 1.00 X 0 0 0 SCOTT GENDELL 1.00 X 0 0 0 GEORGE GIDDENS 1.00 X 0 0 0 ELLEN GLASS 1.00 X 0 0 0 MIRIAM GOLDBERGER 1.00 X 0 0 0 DAVID GOLDER 1.00 X 0 0 0 ANDREA GOODMAN 1.00 X 0 0 0 MITCH GREENBERG 1.00 X 0 0 0 DEDE HARRIS 1.00 X 0 0 0 JEFFREY HECHTMAN 1.00 X 0 0 0 LAWRENCE HEIMLICH 1.00 X 0 0 0 MICHAEL HEIMLICH 1.00 X 0 0 0 DOVIE HORVITZ 1.00 X 0 0 0 DIANE ISRAEL 1.00 X 0 0 0 HENRY JELEN 1.00 X 0 0 0 PETER KADENS 1.00 X 0 0 0 ROBERT KALMAN 1.00 X 0 0 0 CALVIN KANTER 1.00 X 0 0 0 IDA KERSZ 1.00 X 0 0 0 BETH KIBORT 1.00 X 0 0 0 MICHAEL KISS 1.00 X 0 0 0 RICHARD KORENGOLD 1.00 X 0 0 0 HARLEY KORMAN 1.00 X 0 0 0 JULIE KREAMER 1.00 X 0 0 0 EILEEN KUGMAN 1.00 X 0 0 0 ELLIOT LEFKOVITZ 1.00 X 0 0 0 DAVE LUNDY 1.00 X 0 0 0 MICHAEL MARCOVICI 1.00 X 0 0 0 TALIA MASHIACH 1.00 X 0 0 0 LESLIE MEISNER 1.00 X 0 0 0 MICHAEL NORTMAN 1.00 X 0 0 0 JEFFRY PFEFFER 1.00 X 0 0 0 ALLAN REICH 1.00 X 0 0 0 ABBEY ROMANEK 1.00 X 0 0 0 MARV ROTTER 1.00 X 0 0 0 MICHAEL RUBINSTEIN 1.00 X 0 0 0 RICK SALOMON 1.00 X 0 0 0 ADAM SCHECTER 1.00 X 0 0 0 BERNIE SCHUTZ 1.00 X 0 0 0 MATTHEW SEIDNER 1.00 X 0 0 0 LILO SHARON 1.00 X 0 0 0 REBECCA SHIFFMAN 1.00 X 0 0 0 SARI SHUMAN 1.00 X 0 0 0 LIZA SILBERT 1.00 X 0 0 0 JULIE SMOLYANSKY 1.00 X 0 0 0 LEON STEIN 1.00 X 0 0 0 RICK STRUSINER 1.00 X 0 0 0 HOWARD SWIBEL 1.00 X 0 0 0 EVA THALHEIMER 1.00 X 0 0 0 HELEN WEISMAN 1.00 X 0 0 0 OLGA WEISS 1.00 X 0 0 0 RANDY WINTERS 1.00 X 0 0 0 ADELE ZAVEDUK 1.00 X 0 0 0 RICHARD S HIRSCHHAUT 40.00 X 280138 0 103109 KENNETH COOPER 40.00 X 212638 0 4709 EVETTE L SIMON 40.00 X 112560 0 4494 NOREEN B BRAND 40.00 X 111996 0 4494 717332 0 116806 4 0 1 0 HYATT REGENCY HOTEL 151 E WACKER DR CHICAGO IL 60601 VENUE AND FOOD FOR ANNUAL DINNER GALA 328375 LEVY SECURITY CORPORATION 8750 W BRYN MAWR CHICAGO IL 60631 BUILDING SECURITY 202719 TRIANGLE PRINTERS 3737 CHASE AVENUE SKOKIE IL 60076 PRINTING 137921 WASHINGTON SPEAKERS BUREAU 1663 PRINCE STREET ALEXANDRIA VA 22314 SPEAKER FOR ANNUAL DINNER 131181 IMAGE ENTERPRISES INC 565 CLARISSA COURT NAPERVILLE IL 60540 ADVERTISING 101556 5 204285 740536 300000 4442625 102750 5687446 ADMISSIONS INCOME 611710 533205 533205 OTHER PROGRAMS 611710 218689 218689 SPEAKER INCOME 611710 17812 17812 769706 688117 688117 4321588 4461758 -140170 -140170 -140170 1595946 740536 593898 1002048 1002048 937650 226124 711526 711526 150697 137513 13184 10184 3000 8731857 769706 10184 2264521 27963 27963 600596 175694 148990 275912 1545489 1200455 140790 204244 194107 130206 18779 45122 2355 2355 40500 40500 40000 40000 53963 53963 223539 67801 12903 142835 222670 222670 116979 116979 814304 792241 22063 15332 4866 6818 3648 41943 619 40863 461 1471071 1471071 1660465 1660465 193434 74853 106570 12011 MUSEUM OPERATIONS 569595 383705 89003 96887 EDUCATION 275293 275293 BANK CHARGES AND LETTER 98540 98540 142175 5126 20514 116535 8350313 6387337 842651 1120325 4625509 1112889 1401142 745910 4619608 4841530 25897 17421 698086 752654 95842 83989 593205 649875 48260315 6102986 43709486 42157329 10920632 16054983 17200 200 253109 247169 66959716 66663949 830890 689730 83583 165170 28426159 27288620 409767 307105 3515168 3491908 33265567 31942533 X 24875259 26022774 8818890 8698642 33694149 34721416 66959716 66663949 X 381544 532653 113070 X 0 1 X 1 0 X 6672420 3639045 3674423 9055130 5687446 28728464 6672420 3639045 3674423 9055130 5687446 28728464 7183099 21545365 769220 571442 603652 690256 688117 3322687 32051151 12257293 0.67220 0.73060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 40000 40000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: A RETAINER FOR A LAW FIRM WHICH ASSISTED THE ORGANIZATION IN SECURING GRANTS FROM THE STATE. THE LAW FIRM MAINTAINS CONTACT WITH THE STATE LEGISLATURE CONCERNING BOTH CURRENT AND POSSIBLE FUTURE GRANTS FROM THE STATE. X X X 0 46721454 4924575 41796879 1538861 1178411 360450 42157329 DEFERRED COMPENSATION 541948 INTEREST RATE SWAP MARKED TO MARKET 2949960 3491908 X 10567114 532653 232000 1070604 1835257 8731857 0 8731857 9539847 232000 957534 1189534 8350313 0 8350313 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012 AND 2011, 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 FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 820,021. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 137,513. UNREALIZED GAIN FROM INTEREST RATE SWAP 113,070. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 820,021. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 137,513. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAINING TEACHERS ABOUT THE HOLOCAUST 49095 0 0 0 0 0 0 49095 0 49095 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: MAINTAIN DETAILED RECORDS OF ALL EXPENSES AND STAFF TIME INVOLVED. DINNER 2336482 740536 1595946 335163 258735 2336482 740536 1595946 335163 258735 593898 1002048 937650 102498 123626 1 0.20000 937650 102498 123626 226124 711526 IL 1 0 1 0 1.00000 KEITH KIJEK 9603 WOODS AVENUE SKOKIE IL 60077 0 JESSICA LINDHOLM 6700 OVERALL SUPERVISION AND MANAGEMENT OF EVENT X 0 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE AMOUNTS GIVEN ARE FOR REIMBURSEMENTS AND FOR PROVIDING BUSINESS SERVICES TO THE MUSEUM. IN ORDER TO BE REIMBURSED, THE EDUCATIONAL INSTITUTIONS MUST PROVIDE A COPY OF THEIR PAYMENT. X X X 0 1 0 0 0 0 0 0 0 RICHARD S HIRSCHHAUT 230000 0 50000 0 138 0 89810 0 13299 0 383247 0 0 0 KENNETH COOPER 182500 0 30000 0 138 0 0 0 4709 0 217347 0 0 0 PART I, LINE 4B EXECUTIVE DIRECTOR, RICHARD S. HIRSCHHAUT, ACCRUED A DEFERRED COMPENSATION BENEFIT OF $89,810. A VILLAGE OF MORTON GROVE 366006007 619271AA7 2006-12-20 28500000 ACQUISITION, CONSTRUCTION, AND EQUIPPING OF MUSEUM 0 0 0 A 2009 0 0 0 0 A 0 0 0 0 0.01500 0.01500 0 0 1 A 0 0 0 0 1 1 FIFTH THIRD BANK 10.100000000000 0 0 0 0 1 HARVEY SALTZMAN BOARD MEMBER 137921 ORGANIZATION PURCHASES PRINTING SERVICES FROM TRIANGLE PRINTERS, A BUSINESS OWNED BY HARVEY SALTZMAN. THE TRANSACTION WAS AT ARMS LENGTH AND PRICING IS AT OR BELOW PRICING OBTAINED FROM OTHER PRINTERS UTILIZED BY THE ORGANIZATION. 0 X 2 0 X 4 15017 NYSE X 37 0 X JEWELRY 1 44500 FAIR MARKET VALUE X GIFT CERTIFICATES 6 43233 FAIR MARKET VALUE 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE G, 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 VI, SECTION A, LINE 2 SAMUEL HARRIS, PRESIDENT EMERITUS DAVID HAFFT, TREASURER RELATIONSHIP: UNCLE - NEPHEW SAMUEL HARRIS, PRESIDENT EMERITUS DEDE HARRIS, DIRECTOR RELATIONSHIP: HUSBAND - WIFE FRITZIE FRITZSHALL, PRESIDENT EILEEN KUGMAN, DIRECTOR RELATIONSHIP: AUNT - NIECE DEDE HARRIS, DIRECTOR DAVID HAFFT, TREASURER RELATIONSHIP: AUNT - NEPHEW LARRY HEIMLICH, DIRECTOR MICHAEL HEIMLICH, DIRECTOR RELATIONSHIP: FATHER - SON DEDE HARRIS, DIRECTOR CALVIN KANTER, DIRECTOR RELATIONSHIP: IN LAWS 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 11 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 BUDGET COMMITTEE. 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 EXECUTIVE DIRECTOR SALARY UPON HIRE AND ALSO REVIEWS AND APPROVES HIS 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP 113,070.