2012-03-28T10:27:38-05:00 2011-06-30 EISNERAMPER LLP 101 WEST AVENUE PO BOX 458 JENKINTOWN PA 190460458 990 2010-07-01 237379280 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY NATI 2159233812 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 PRESIDENT CEO 2159233812 2012-03-16 1 2158818800 2010 2016-02-24 21:20:13Z MICHAEL ROSENZWEIG 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 37524336 0 X WWW.NMAJH.ORG X 1976 PA TO PRESENT EDUCATIONAL PROGRAMS AND EXPERIENCES TO PRESERVE, EXPLORE AND CELEBRATE THE HISTORY OF JEWS IN AMERICA. TO CONNECT JEWS MORE CLOSELY TO THEIR HERITAGE AND INSPIRE IN PEOPLE OF ALL BACKGROUNDS A GREATER APPRECIATION FOR THE DIVERSITY OF THE AMERICAN JEWISH EXPERIENCE AND THE FREEDOMS TO WHICH AMERICANS ASPIRE. 38 37 53 195 94557 -7706 24622504 32436384 6824 898022 57082 61441 23406 185406 24709816 33581253 0 0 0 0 2626788 3675447 48000 48000 1598521 3953913 9246298 6628701 12969745 18081115 20611508 140421376 150020766 50421446 40844689 89999930 109176077 X TO PRESENT EDUCATIONAL PROGRAMS AND EXPERIENCES TO PRESERVE, EXPLORE AND CELEBRATE THE HISTORY OF JEWS IN AMERICA. TO CONNECT JEWS MORE CLOSELY TO THEIR HERITAGE AND 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 7316319 1032224 TO PRESENT AND EXPLORE THE HISTORY OF JEWS IN AMERICA AND INSPIRE PEOPLE OF ALL BACKGROUNDS TO A GREATER APPRECIATION OF THE DIVERSITY OF THE AMERICAN EXPERIENCE AND FREEDOMS WE ALL ENJOY. THE MUSEUM OPENED A NEW, 100,000-SQUARE-FOOT FACILITY IN NOVEMBER 2010. THIS IS A CONSIDERABLE INCREASE OVER THE 5,000 SQUARE FEET AVAILABLE PREVIOUSLY. THE MUSEUM TELLS THE STORY OF OVER 350 YEARS OF AMERICAN JEWISH HISTORY THROUGH ITS ARTIFACTS, INTERACTIVE TECHNOLOGY AND ORIGINAL FILMS. THE MUSEUM ALSO OFFERS A SERIES OF CULTURAL EVENTS AND PUBLIC AND EDUCATIONAL PROGRAMMING EXPLORING A WIDE RANGE OF AMERICAN JEWICH HISTORY, FROM COLONIAL AMERICA TO TODAY'S CUTTING-EDGE THINKERS. THESE EXPENSES ALSO INCLUDE COSTS RELATED TO DEVELOPING AND IMPLEMENTING EXHIBITIONS FOR THE NEW MUSEUM. 7316319 1 1 0 1 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 53 1 1 1 0 0 0 0 1 1 0 0 0 0 X 38 37 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 PA VA IL MD FL NY CA NJ AL AK AR AZ CT DC GA KS KY LA ME MA MN MS MO NH NM NC ND OH OK OR SC TN UT WA WV WI RI HI X X MICHAEL ROSENZWEIG 2159233811 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 RONALD RUBIN 3.00 X 0 0 0 GEORGE ROSS 2.00 X 0 0 0 BETSY Z COHEN 3.00 X 0 0 0 STEPHEN A COZEN 2.00 X 0 0 0 JEFFREY A HONICKMAN 2.00 X 0 0 0 MATTHEW KAMENS 2.00 X 0 0 0 THOMAS KATZ 2.00 X X 0 0 0 MIRIAM SCHNEIROV 2.00 X 0 0 0 JOSEPH SMUKLER 2.00 X 0 0 0 JOSEPH S ZURITSKY 2.00 X 0 0 0 PHILIP M DARIVOFF 2.00 X 0 0 0 LISA B POPOWICH 2.00 X 0 0 0 LYN M ROSS 2.00 X 0 0 0 D WALTER COHEN 2.00 X 0 0 0 RUTH SARNER-LIBROS 2.00 X 0 0 0 EDWARD ROSEN 2.00 X 0 0 0 BUBBLES SEIDENBERG 2.00 X 0 0 0 HON HAROLD BERGER 2.00 X 0 0 0 GWEN GOODMAN 40.00 X X 228486 0 23625 FRED BLUME 2.00 X 0 0 0 CARL E DRANOFF 2.00 X 0 0 0 J IRA HARRIS 2.00 X 0 0 0 ANDREW HEYER 2.00 X 0 0 0 MICHAEL JESSELSON 2.00 X 0 0 0 SHARON KESTENBAUM 2.00 X 0 0 0 SEYMOUR G MANDELL 2.00 X 0 0 0 ANNE WELSH MCNULTY 2.00 X 0 0 0 MITCHELL L MORGAN 2.00 X 0 0 0 RAY PERELMAN 2.00 X 0 0 0 MARC PORTER 2.00 X 0 0 0 DANIEL PROMISLO 2.00 X 0 0 0 IRA SALIGMAN 2.00 X 0 0 0 SAMUEL J SAVITZ 2.00 X 0 0 0 CLIFFORD SCHLESINGER 2.00 X 0 0 0 EDWARD M SNIDER 2.00 X 0 0 0 ROBBI TOLL 2.00 X 0 0 0 HONCONSTANCE H WILLIAMS 2.00 X 0 0 0 RICHARD WITTEN 2.00 X 0 0 0 ROY J ZUCKERBERG 2.00 X 0 0 0 MICHAEL ROSENZWEIG 40.00 X X 405197 0 29318 IRVIN HURWITZ 40.00 X 203526 0 25454 JOSHUA PERELMAN 40.00 X 115134 0 22245 952343 0 100642 4 0 1 0 INTECH 3001 MARKET ST PHILADELPHIA PA 19104 NEW MUSEUM DEVELOPMENT - CONSTRUCTION 10186596 DESIGN AND PRODUCTION 7110 RAINWATER PLACE LORTON VA 22079 EXHIBIT FABRICATION 4205728 DEUTSCHE BANK PO BOX 12059 PRIVATE BANKING NEWARK NJ 07101 LINE OF CREDIT 2549664 ELECTROSONIC INC DEPT CH 19029 PALATINE IL 60055 NMD-AUDIO VISUAL HARDWARE 1400341 CONGREGATION MIKVEH ISRAEL 44 NORTH FOURTH STREET PHILADELPHIA PA 19106 PROPERTY TRANSFER 1251878 5 163410 32272974 32436384 ADMISSIONS TO EXHIBITS 713990 644531 644531 FACILITY RENTALS 713990 145764 145764 LUNCH AND CATERING INC 713990 84081 84081 FEES FOR EDUCATIONAL T 713990 17340 17340 6306 6306 898022 18088 18088 454487 411134 43353 43353 43353 3313831 3313831 0 403524 218118 185406 90849 94557 33581253 1032224 94557 18088 1298057 288212 576878 432967 1813590 884753 891538 37299 36929 15806 12143 8980 526871 259150 212046 55675 7879 3220 4659 51678 51678 130654 130654 48000 48000 2139197 1967691 104198 67308 77903 52576 8832 16495 1630500 685976 161886 782638 48268 7117 32607 8544 309046 107545 201501 43118 16167 22937 4014 634145 634145 2164705 2164705 114968 1750 113218 CONTRACTED SERVICES 930493 928970 1523 UTILITIES 444224 24000 420224 EXHIBITION COSTS 145779 134641 6714 4424 BAD DEBT 101817 101817 REPAIRS & MAINTENANCE 96885 64662 32223 175039 4203 170836 12969745 7316319 4054905 1598521 6526129 2219435 31634197 36546744 29198 259651 87281 453350 30042 111116532 2071453 101295257 109045079 397638 1076410 63127 94759 388549 295296 140421376 150020766 10296446 979590 40000000 39500000 125000 365099 50421446 40844689 X 1137959 1171222 88526696 104196959 335275 3807896 89999930 109176077 140421376 150020766 X 20611508 -1435361 X X 0 1 1 X 0 X 17959428 18567752 7622667 24138725 32436384 100724956 17959428 18567752 7622667 24138725 32436384 100724956 21278005 79446951 144205 242355 213227 52109 18088 669984 101394940 3030795 0.78350 0.85070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130654 130654 16152922 16283576 964179 241045 0 0 267510 184995 481435 964179 1898119 2847179 141740 66000 216304 130654 554698 66878 46249 120359 241045 474531 711797 X X 0 335275 3408561 64060 3807896 300282 34993 335275 358027 -57745 300282 0 0 11354303 11354303 94881191 1583338 93297853 4881038 488115 4392923 109045079 DEFERRED REVENUE 365099 365099 33581253 12969745 20611508 32657 -1468018 -1435361 19176147 36927741 32657 32657 36895084 -3313831 -3313831 33581253 16283576 0 16283576 -3313831 -3313831 12969745 PART III, LINE 1A: THE MUSEUM HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED COLLECTION ITEMS. FULFILLING ITS MISSION TO COLLECT AND PRESERVE THE MATERIAL CULTURE OF AMERICAN JEWS, THE MUSEUM'S GROWING COLLECTION 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. THE MUSEUM'S FOCUS ON AMERICAN JEWISH MATERIAL CULTURE DISTINGUISHES ITS HOLDINGS FROM THOSE OF OTHER JEWISH MUSEUMS IN THIS COUNTRY. THE CHANGING REALITIES OF AMERICAN JEWISH LIFE AND THE SHAPING OF JEWISH IDENTITIES AT HOME, AT WORK, AND IN COMMUNAL ACTIVITY ARE INCLUDED IN THE COLLECTION WHICH INCLUDES PRINTED MATTER, BUTTONS AND BADGES, SOUND RECORDINGS, SHEET MUSIC, RITUAL OBJECTS, PHOTOGRAPHS OF JEWISH PEOPLE AND PLACES, FAMILIES AND JEWISH-OWNED BUSINESSES, CEREMONIAL ART, AND A WIDE VARIETY OF DOMESTIC AND COMMERCIAL ARTIFACTS. THE MUSEUM FOLLOWS STANDARD PRACTICE IN THE FIELD IN THE CARE AND DOCUMENTATION OF ITS COLLECTIONS. PART III, LINE 4: JEWISH OBJECTS USED TO TELL THE STORY OF FREEDOM. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE PROGRAMMATIC GROWTH OF THE INSTITUTION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FEDERAL TAX STATUS 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. U.S. GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN TAX POSITIONS TAKEN ON THEIR TAX RETURNS. MANAGEMENT HAS EVALUATED THE IMPACT OF THIS STANDARD ON ITS FINANCIAL STATEMENTS AND BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2011 AND 2010. THE MUSEUM RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF GENERAL AND ADMINISTRATIVE EXPENSES. THERE WAS NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR THE YEARS ENDED JUNE 30, 2011 AND 2010. THE INFORMATION RETURNS OF THE MUSEUM FOR THE YEARS ENDED JUNE 30, 2008, 2009 AND 2010 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND OTHER VARIOUS TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: PROPERTY TRANSFER COSTS-ONE TIME CHARGE -1,468,018. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRAND OPENING EVENT EXPENSES, SHOWN NET ON 990 -3,313,831. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRAND OPENING EVENT EXPENSES, SHOWN NET ON 990 -3,313,831. X X X 1 THE LUKENS COMPANY 2800 SHIRLINGTON RD ARLINGTON VA 22206 DIRECT RESPONSE MARKETING 0 0 48000 0 48000 TX PA VA IL MD FL NY CA NJ AL AK AZ AR CO CT DE DC GA HI ID IN IA KS KY LA ME MA MI MN MS MO MT NE NV NH NM NC ND OH OK OR RI SC SD TN UT VT WA WV WI WY ANNUAL GALA 3313831 3313831 3313831 3313831 3313831 3313831 3313831 0 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE ORGANIZATION SIGNED A CONTRACT WITH THE LUKENS COMPANY ON JANUARY 1, 2011 AND THE ORGANIZATION WILL PAY A MONTHLY RETAINER OF $4,000 THROUGH DECEMBER 2011. X X 0 0 0 0 0 0 0 0 0 GWEN GOODMAN 228486 0 0 0 0 0 0 0 23625 0 252111 0 0 0 MICHAEL ROSENZWEIG 360197 0 45000 0 0 0 0 0 29318 0 434515 0 0 0 IRVIN HURWITZ 203526 0 0 0 0 0 0 0 25454 0 228980 0 0 0 X JEWISH MEMORABILIA 115 SEE SUPPLEMENTAL INFORMATION 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: THE MUSEUM HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED COLLECTION ITEMS. FULFILLING ITS MISSION TO COLLECT AND PRESERVE THE MATERIAL CULTURE OF AMERICAN JEWS, THE MUSEUM'S GROWING COLLECTION 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. THE MUSEUM'S FOCUS ON AMERICAN JEWISH MATERIAL CULTURE DISTINGUISHES ITS HOLDINGS FROM THOSE OF OTHER JEWISH MUSEUMS IN THIS COUNTRY. THE CHANGING REALITIES OF AMERICAN JEWISH LIFE AND THE SHAPING OF JEWISH IDENTITIES AT HOME, AT WORK, AND IN COMMUNAL ACTIVITY ARE INCLUDED IN THE COLLECTION WHICH INCLUDES PRINTED MATTER, BUTTONS AND BADGES, SOUND RECORDINGS, SHEET MUSIC, RITUAL OBJECTS, PHOTOGRAPHS OF JEWISH PEOPLE AND PLACES, FAMILIES AND JEWISH-OWNED BUSINESSES, CEREMONIAL ART, AND A WIDE VARIETY OF DOMESTIC AND COMMERCIAL ARTIFACTS. THE MUSEUM FOLLOWS STANDARD PRACTICE IN THE FIELD IN THE CARE AND DOCUMENTATION OF ITS COLLECTIONS. FORM 990, PART VI, SECTION A, LINE 2 BOARD-GEORGE M. (HUSBAND) AND LYN (WIFE) ROSS, NO COMPENSATION FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED INTERNALLY BEFORE FILING. A COPY OF THE 990 WILL BE SENT TO THE BOARD OF TRUSTEES BEFORE FILING VIA THE TRUSTEES WEB SITE. 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 PLANS TO INSTITUTE A REVISION REQUIRING ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY, EFFECTIVE FOR OUR FISCAL YEAR ENDING JUNE 30, 2012. FORM 990, PART VI, SECTION B, LINE 15 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 32,657. PROPERTY TRANSFER COSTS-ONE TIME CHARGE -1,468,018. TOTAL TO FORM 990, PART XI, LINE 5: -1,435,361. FORM 990, PART XI, LINE 2C: NO CHANGE FROM PRIOR YEAR.