2023-05-12T11:08:48-05:00 2022-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2021-07-01 043684531 The Maltz Museum of Jewish Heritage MALT 2165930575 2929 Richmond Road Beachwood OH 44122 David Schafer Managing Director 2165930575 2023-05-12 1 David Schafer XXX-XX-XXXX Karen O Crim P00368385 9372980201 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z David Schafer 2929 Richmond Road Beachwood OH 44122 8980451 0 X WWW.MALTZMUSEUM.ORG X 2002 OH The Maltz Museum of Jewish Heritage is an American story of diversity and tolerance. 22 22 25 460 0 0 1978864 5614905 61043 68996 898492 987558 29083 35035 2967482 6706494 100000 100000 0 0 943069 1082936 0 0 190533 1326164 1596886 2369233 2779822 598249 3926672 30145147 29320754 9780475 7711758 20364672 21608996 X The Maltz Museum of Jewish Heritage introduces visitors to the beauty and diversity of that heritage in the context of the American experience. It promotes an understanding of Jewish history, religion & culture and builds bridges of appreciation, tolerance & understanding. 0 0 1636990 71886 Core Collection - The Museum features two core exhibitions. An American Story chronicles the immigrant experience, development of Cleveland, Civil Rights Movement, and the Holocaust. The Temple-Tifereth Israel Gallery displays the nationally renowned collection of Judaica from its namesake synagogue. Tours of the collections include the topics of immigration and assimilation, the Holocaust and Civil Rights Movement, Cleveland history, and Jewish faith and traditions. Students in the Cleveland Metropolitan School District also receive free admission, ensuring that cost is never a barrier to experiencing the Museum. As part of its core collection, The Maltz Museum is now home to two interactive biographies, of a Holocaust survivor and of a civil rights activist. Through advanced filming techniques, specialized display technologies, and natural language processing, the experiences of these two upstanders against hate have been preserved in a format that allows audiences to interact with their images as if they were actually present in the same room. For years to come, visitors will see these upstanders in high-definition, hear their voices, absorb their eyewitness accounts of history in the making, and draw inspiration from their courage and commitment to nonviolent change. 262583 30820 Special Exhibitions - The Museum has presented 36 special exhibitions, including 3 in fiscal year 2022, the content of which has varied from comic superheroes to an examination of the life and times of Ruth Bader Ginsburg. The current special exhibition is This Light of Ours: Activist Photographers of the Civil Rights Movement. 274193 100000 Stop the Hate - The Museum's anti-bias education program gives students in grades 6-12 the ability to process acts of hate and discrimination that they've experienced and a positive outlet for responding in healthy ways to change the culture around them in their schools and communities. This is not an abstract hope but a reality that has played out in-for example-the school of this year's grand prize winner of the essay contest wrote about a coach who subjected the entire girls' volleyball program to body shaming, and about how she worked successfully to have the coach removed. Other winning essays explored hate expressed on the basis of race, religion, national origin, gender and sexuality, and physical or cognitive ability. The Stop the Hate program teaches students to recognize hate, helps them process and express their response to hate, and amplifies their messages encouraging a better way of living as an inclusive community. 2173766 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 1 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 0 0 OH X David Schafer 2165930575 2929 Richmond Road Beachwood OH 44122 Grant Dinner Chairman 2.00 X X 0 0 0 Tamar Maltz President 2.00 X X 0 0 0 Bob Gries Vice Chair 2.00 X X 0 0 0 Renee Chelm Vice President 2.00 X X 0 0 0 Keith Libman Vice President 2.00 X X 0 0 0 Joe Cimperman Trustee 2.00 X 0 0 0 Ronald B Cohen Trustee 2.00 X 0 0 0 Mary Ann Corrigan Davis Trustee 2.00 X 0 0 0 Jordan Goldberg Trustee 2.00 X 0 0 0 Lois Goodman Trustee 2.00 X 0 0 0 David Katz Trustee 2.00 X 0 0 0 Alan M Krause Trustee 2.00 X 0 0 0 Kenneth B Liffman Trustee 2.00 X 0 0 0 Milton Maltz Trustee 2.00 X 0 0 0 Darrell McNair Trustee 2.00 X 0 0 0 Larry Pollock Trustee 2.00 X 0 0 0 Albert B Ratner Trustee 2.00 X 0 0 0 Barbara Robinson Trustee 2.00 X 0 0 0 Irving Rosner Trustee 2.00 X 0 0 0 Phil Wasserstrom Trustee 2.00 X 0 0 0 Dan Zelman Trustee 2.00 X 0 0 0 Adam Zelwin Trustee 2.00 X 0 0 0 David Schafer Managing Director 40.00 X 211973 0 39162 James Gomez Treasurer 2.00 X 0 0 0 Dahlia Fisher Director of External Relations 40.00 X 112681 0 1265 Susan Friedman Director of Finance 40.00 X 103118 0 11016 427772 0 51443 3 0 1 1 0 226230 85826 417538 386318 4498993 5614905 MUSEUM ADMISSIONS 900099 68996 68996 68996 321159 321159 1325 0 1325 1325 1325 2809882 2143483 666399 666399 666399 98092 417538 98092 0 66092 32382 33710 33710 6706494 102706 0 988883 53500 53500 46500 46500 210183 126110 84073 686238 521986 135906 28346 29472 21308 4468 3696 83170 60131 12609 10430 73873 53409 11200 9264 23276 23276 66477 66477 39129 15999 3355 19775 87026 75435 11591 25129 18168 3810 3151 28159 20359 4269 3531 221999 176250 43073 2676 15982 11555 2423 2004 199640 158498 38735 2407 263711 209366 51166 3179 37157 29726 7431 Exhibition Expenses 355425 355425 Stop the Hate Program 174193 174193 Educational Programing 10915 10915 48668 34933 7325 6410 2779822 2173766 415523 190533 799852 20907 1784905 2543330 181969 1702275 144756 147175 59754 46726 192470 223497 15120316 9854658 5371409 5265658 14063448 12093939 7546584 7277247 30145147 29320754 740475 717493 384947 167362 6273792 6282292 810000 0 117367 84125 1453894 460486 9780475 7711758 X 6048446 6532717 14316226 15076279 20364672 21608996 30145147 29320754 X 3926672 -3675256 992908 X 0 1 X 1 0 X 1722370 2590060 2096333 1978864 5614905 14002532 1722370 2590060 2096333 1978864 5614905 14002532 2531512 11471020 396102 446701 413914 328721 322484 1907922 15910454 1637977 0.72100 0.82630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 22061030 0 -2701261 19359769 17214556 4856474 10000 22061030 17771467 168380 -320066 405225 17214556 18330610 6005 734852 1300000 17771467 17894457 121413 1112466 797726 18330610 0.39000 0.52000 0.09000 0 0 6361660 2618746 3742914 1943809 776495 1167314 6814847 6459417 355430 5265658 Investment in Federation Pooled Funds 7277247 F 7277247 Rate Swap Liability 442769 Agency Funds 17717 460486 X 3999507 -3675256 41838 992908 -2640510 6640017 66477 66477 6706494 2755183 41838 41838 2713345 66477 66477 2779822 Part III, Line 1a: The Museum's standing exhibits are generally comprised of items, which are donated and/or loaned at no cost. The Museum has not capitalized any of its collections. Part III, Line 4: The Museum houses the Temple-Tifereth Israel's gallery, an internationally recognized collection of Judaica. The museum also houses a variety of interactive and experiential exhibits using various media, which brings regional Jewish history to life. It also houses a display of Judaic art, ritual objects and artifacts. Part V, Line 4: The purpose of the endowment is to attempt to provide a predictable stream of funding to the museum's programs. Part X, Line 2: The Museum has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Museum may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Museum, the continued taxexempt status of bonds issued, and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At June 30, 2022 and 2021, there were no unrecognized tax benefits identified or recorded as liabilities. Part XI, Line 2d - Other Adjustments: Change in fair value of interest rate swap 992,908. Heritage Award Event 515630 417538 98092 24093 65029 8970 515630 417538 98092 24093 65029 8970 98092 0 1 College scholarships 3 35000 Essay Contest Prizes for 6th to 12th Graders 17 11500 Part I, Line 2: The Organization maintains records of the prizes awarded to the recipients. The Organization requires the recipients to report how they will use the money specifically for anti-bias education. X X X X 0 0 0 0 0 0 0 0 0 David Schafer Managing Director 211973 0 0 0 0 0 5867 0 33295 0 251135 0 0 0 Schedule J, Part II The Malrite Company paid David Schafer (managing director) $8,048 of base compensation and $32,102 for nontaxable benefits in 2021 for services provided to the Maltz Museum of Jewish Heritage in his role as the Museum's Managing Director. A Cleveland - Cuyahoga County Port Authority 341029691 2014-08-01 6300000 Refinancing of a prior tax-exempt bond 0 0 0 A 6300000 126000 6174000 6300000 2014 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 1 0 1 0 0 NA 0 0 1 A 1 Form 990, Part I, Line 6 Estimate of Volunteers - Schedules are maintained for the work of each volunteer. The volunteers provide service in the Museum Store, Visitor Services, Speakers Bureau, as Stop the Hate Readers, and as members of the Friends of the Maltz Museum, a group that helps raise funds and awareness through various activities. Form 990, Part VI, Section A, line 2 Milton Maltz and Tamar Maltz have a family relationship. Milton Maltz, Tamar Maltz and James Gomez have a business relationship. Form 990, Part VI, Section A, line 6 Pursuant to the Museum's articles of incorporation, there are three classes of members: The Maltz Family Foundation member, the Temple Tifereth Israel member, and The Jewish Federation of Cleveland member. Form 990, Part VI, Section A, line 7a The rights of each class of members, including the right to elect trustees, are detailed in the Museum's Code of Regulations. Form 990, Part VI, Section A, line 7b The members have the authority to approve the following actions: liquidation or dissolution of the Museum; merger, consolidation or transfer of the Museum assets; and repeal, modify and or amend the museum's governing documents. The trustees are charged with oversight of all operational and financial decisions of the Museum. The seven classes of trustees are: Foundation, Temple, Federation, At-Large, Honorary, Ex-Officio, and Institutional. Honorary and Ex-Officio Classes have a voice but no vote, all other classes have both a voice and a vote. Form 990, Part VI, Section A, line 8b Committees comprised of volunteers are expected to prepare contemporaneous documentation of meetings but during the year this did not always occur. Form 990, Part VI, Section B, line 11b The Board of Trustees is notified that a public disclosure copy of the Form 990 is available to all Board members for their review before filing, upon request. The Form 990 is also distributed to the finance committee of the Museum. This group spends time during a meeting to review the form in detail before filing. Schedule B, which reflects contributor information and is not required to be publicly disclosed, is omitted from the copy distributed and reviewed by these groups, to maintain donor confidentiality. Form 990, Part VI, Section B, line 12c Annually a conflict-of-interest questionnaire is required to be completed by every trustee and officer. The results are then reviewed by the managing director and officers for any conflicts. Any conflicts are reported and reviewed with the board for resolution. Any Trustee or Officer who has a conflict recuses himself or herself from voting on the issue in question. Form 990, Part VI, Section B, line 15a The compensation committee, which is comprised of all members of the finance committee, approves the compensation of the managing director of the Museum. On an annual basis, the committee performs an industry salary review from publicly available information. The managing director is not in the room at the time of the discussion. Form 990, Part VI, Section B, Line 15b: There are no other officers or key employees who receive compensation. Form 990, Part VI, Section C, line 19 Financial statements, governing documents, and board-adopted policies are not made available to the public. Form 990, Part XI, line 9: Change in fair value of interest rate swap 992,908.