2024-10-11T10:08:47-05:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-01-01 526064549 Lillian and Albert Small Capital Jewish Museum Inc LILL 2027890900 575 3rd Street NW Washington DC 20001 Stuart Youngentob Treasurer 2027890900 2024-09-27 1 1 Yong Zhang CPA P01249785 7038930300 2024-09-27 2023 2024-10-15 13:58:12Z X Stuart Youngentob 575 3rd Street NW Washington DC 20001 2237780 0 X www.capitaljewishmuseum.org X 1960 DC See Schedule O. 29 29 23 29 0 0 1222982 1866943 0 116562 303681 132004 0 45121 1526663 2160630 0 0 0 0 988737 1178164 0 0 322668 673688 2567499 1662425 3745663 -135762 -1585033 35682130 43226380 405911 9273009 35276219 33953371 See Schedule O. 0 0 1490586 Museum Collections & Exhibitions: Our exhibitions explore the continuing project of building community at the intersection of American democracy and the American Jewish experience in the nation's capital. The interactive core exhibition gives a Jewish context to complex issues relevant to our democracy and encourages visitors to examine multiple perspectives and find ways to take action in their own lives. The Museum opened its doors to the public in June 2023, moving from a capital campaign to a fully operational museum. The museum built out many of its core exhibits in the construction process. The initial opening special exhibit was entitled, The Life and Times of Ruth Bader Ginsburg. This exhibit reflected RBG's remarkable career and incorporated her role and impact in Washington, DC and our country. 743706 116562 Public & Educational Programs: We engage Jewish and non-Jewish adults, families, schools, and students in programs and events throughout the region, including walking tours, panel discussions, school visits, community-building events, lectures, and workshops. 356271 Communications: We continue to increase communication about the core and special exhibitions, public and educational programming at the Museum, and additional information launched a new website with expanded content and implemented new communication strategies to further expand our audience. 2590563 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC MD VA X X Stuart Youngentob Treasurer 2027890900 575 3rd Street NW Washington DC 20001 X Esther Foer President 3.00 X X 0 0 0 Alexandra Horowitz Vice President 3.00 X X 0 0 0 Marlene Singer Secretary 3.00 X X 0 0 0 Eugene Sofer Treasurer 3.00 X X 0 0 0 Albert H Small Jr At-Large 3.00 X X 0 0 0 Sherry Bindeman Kahn At-Large 3.00 X X 0 0 0 Christopher Wolf At-Large 3.00 X X 0 0 0 Stuart Zuckerman Immediate Past President 3.00 X X 0 0 0 Nancy Alper Trustee 3.00 X 0 0 0 Andrew R Ammerman Trustee 3.00 X 0 0 0 Gerald Bass Trustee 3.00 X 0 0 0 Nancy Robinson Breuer Trustee 3.00 X 0 0 0 Stacy Burdett Trustee 3.00 X 0 0 0 Dorothy Canter Trustee 3.00 X 0 0 0 Diane Lipton Dennis Trustee 3.00 X 0 0 0 Ricki Gerger Trustee 3.00 X 0 0 0 Melissa Hausfeld Trustee 3.00 X 0 0 0 Ernest Marcus Trustee 3.00 X 0 0 0 Howard Morse Trustee 3.00 X 0 0 0 Lawrence Neff Trustee 3.00 X 0 0 0 Jules Polonetsky Trustee 3.00 X 0 0 0 Lauren Racoosin Trustee 3.00 X 0 0 0 Lisa Reiner Trustee 3.00 X 0 0 0 Dee Sanae Trustee 3.00 X 0 0 0 Yolanda Savage-Narva Trustee 3.00 X 0 0 0 David Silver Trustee 3.00 X 0 0 0 Pat Silverman Trustee 3.00 X 0 0 0 Diane Wattenberg Trustee 3.00 X 0 0 0 Stuart Youngentob Trustee 3.00 X 0 0 0 Ivy Barsky Executive Director (ending 06/24) 40.00 X 239464 0 6978 Charles Coulomb COO (ending 09/23) 40.00 X 109138 0 2385 348602 0 9363 2 0 1 0 Hadley Exhibits Inc 1700 Elmwood Avenue Buffalo NY 14207 Exhibit Fabrication & Installation 1987532 Consigli Construction 72 Sumner Street Milford MA 01757 Building Construction 1071728 The Design Minds Inc 10364 Main Street Fairfax VA 22030 Exhibits & Signage 219693 Allied Universal PO Box 828854 Philadelphia PA 19182 Security Services 179322 Spellerberg Associates LLC 6312 Woodhue Drive Austin TX 78745 Website Development 156600 7 169733 442000 1255210 156750 1866943 Educational and progra 900099 116562 116562 116562 76129 76129 45652 531 45121 45121 45121 132494 76619 55875 55875 55875 2160630 116562 0 177125 X 357966 237604 72192 48170 685094 454742 138163 92189 5911 3924 1192 795 49996 33185 10083 6728 79197 52567 15972 10658 166784 166784 518410 393697 57559 67154 431953 180385 170681 80887 19218 19218 584887 525304 56350 3233 39718 5445 34248 25 380428 363072 6623 10733 395830 340638 53096 2096 Donated furniture 25000 25000 Bad Debt 5271 5271 3745663 2590563 832432 322668 1496153 8513207 3615997 331704 4035323 2934659 113921 1977 138625 29108740 398002 24656119 28710738 1876561 2483526 35682130 43226380 249895 783299 106015 148800 50001 8340910 405911 9273009 X 28870860 28281873 6405359 5671498 35276219 33953371 35682130 43226380 -1585033 262185 0 X X 0 1 X 1 0 X 6733574 3991008 2575616 1222982 1866943 16390123 6733574 3991008 2575616 1222982 1866943 16390123 2828951 13561172 425497 169949 157258 141422 121781 1015907 17406030 158501 0.77910 0.75690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 2356064 354984 2711048 2573496 2000 -219432 2356064 2129890 2462 441144 2573496 2029631 25639 153902 79282 2129890 1412723 376270 314093 73455 2029631 1.00000 0 0 27095151 366914 26728237 207760 31088 176672 1805829 1805829 28710738 X 2423346 262185 531 262716 2160630 0 2160630 3746194 531 531 3745663 0 3745663 Part III, Line 1a: In conformity with the practice followed by many museums, archival collections purchased and donated are not capitalized. As of December 31, 2023 and 2022, archival collections are comprised of photographs, documents, and artifacts of historical significance that are held for educational, research and curatorial purposes. Each of the items is catalogued, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. Part III, Line 4: Archival collections consisted of photographs, documents, and artifacts. The objective of the Capital Jewish Museum is to gather, preserve, interpret, and present historic materials supporting the Jewish presence in the greater Washington area. These collections support the continuous exploration of Jewish heritage in the greater Washington area through the use of educational exhibititons and development of educational programs provided by the Museum. Part V, Line 4: The earnings of the endowments are intended to be used to support the cost of operations. It is the policy of the Museum to annually transfer five percent of the average fair market value of the permanently restricted net assets and their earnings for the preceding three fiscal years to operations. These transfers are made under the assumption that investment earnings, on average, will exceed the amount of the transfer. Part X, Line 2: Management has evaluated the Capital Jewish Museum's tax positions and concluded that the Capital Jewish Museum's financial statements do not include any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Rental Expenses 531. Part XII, Line 2d - Other Adjustments: Rental Expenses 531. 0 0 0 0 0 0 0 0 0 Ivy Barsky Executive Director (ending 06/24) 239464 0 0 0 0 0 3317 0 3661 0 246442 0 0 0 X 25000 Fair Market Value X 131750 Fair Market Value 0 1 0 Form 990, Part III, Line 1, Description of Organization Mission: The Lillian and Albert Small Capital Jewish Museum explores the Jewish experience in the national capital region to inspire visitors to Connect personally and collectively, Reflect on the relevance of the past to today, and Act on behalf of their communities and values. The Capital Jewish Museum (CJM) explores the past, present and future of Jewish life in the nation's capital to inspire audiences to connect, reflect and act: connect across families and diverse cultures, reflect on the relevance of history to today, and act on behalf of their communities and values. The CJM was incorporated in 1965 as the Jewish Historical Society of Greater Washington, a nonprofit dedicated to preserving local Jewish history. In 1969, the JHSGW saved the city's oldest synagogue by moving it to the corner of Third & G Streets, NW, where it was restored and opened to the public and used for exhibits and educational programs. In 2018, the JHSGW adopted the new name of the Lillian and Albert Small Capital Jewish Museum in preparation to build and launch a new public museum. In January 2019, the CJM moved the historic synagogue to the corner of Third & F Streets, where it will become the centerpiece of the new museum. The museum began construction in 2020 and officially opened to the public in June 2023. The first half of the year was dedicated to finalizing core exhibits and preparing for operations, while the latter half reflected actual operational activities. Leading up to the opening, we strategically raised funds to ensure sufficient cash reserves to support the museum during its initial years of operation, as this marks a significant transition for the organization. The museum is still in startup mode, focusing on establishing a strong foundation for future success. Form 990, Part VI, Section A, line 1a The Museum has an Executive Committee comprised of the six (6) elected officers. The Committee is authorized to act on behalf of the Board of Directors between Board meetings, with responsibility to report significant actions to the Board at the next Board meeting. Notwithstanding the foregoing, the Committee is not authorized to take action with regard to a merger or dissolution of the Capital Jewish Museum, the election or removal of Board members, the hiring or termination of the Executive Director, or approving or changing the Capital Jewish Museum's budget. The Committee is chaired by the President. The Executive Director serves as a non-voting member of the Committee. The Board may prescribe additional duties of the Executive Committee. Form 990, Part VI, Section B, line 11b Staff and the Finance Committee review the 990 and forward to the full board for review and comment before filing with the IRS. Form 990, Part VI, Section B, line 12c All Board members are required to review and sign a conflict of interest declaration at the beginning of their term and annually. Form 990, Part VI, Section B, line 15a The process for determining the compensation of the Executive Director included comparability data gathered by the executive search firm. Form 990, Part VI, Section C, line 19 The Museum makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part VII, Section B: Independent Contractors Payments to these independent contractors are largely tied to finishing the construction of the museum and reflect creation and establishment of the core exhibits and components, as well as the initial RBG special exhibit. Form 990, Part IX, line 11g Other professional fees: Program service expenses 393,697. Management and general expenses 57,559. Fundraising expenses 67,154. Total expenses 518,410. Form 990, Part XII, Line 2c: The Museum's Board of Directors is responsible for oversight of the audit, including selection of the independent accountant. The process is consistent with prior years.