2025-05-15T11:13:46-05:00 2024-06-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2023-07-01 237379280 WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY WEIT 2159233811 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 JILL L DUNCAN MBA DIRECTOR OF FINANCE 2159233811 2025-05-14 1 0 HELEN M MARTIN P01330899 2158818800 2023 2025-03-06 01:10:19Z JILL L DUNCAN MBA 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 11436976 0 X WWW.THEWEITZMAN.ORG X 1973 PA THE WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY (THE "WEITZMAN")(CONTINUED ON SCHEDULE O) (OR "WNMAJH") BRINGS TO LIFE THE 360-YEAR HISTORY OF JEWS IN AMERICA. LOCATED ON HISTORIC INDEPENDENCE MALL IN PHILADELPHIA, WNMAJH SITS ADJACENT TO THE ICONS OF FREEDOM IN AMERICAN HISTORY AND CONTRIBUTES TO THE NATIONAL DIALOGUE ON RELIGION, ETHNICITY, AND PLURALISM. THE WEITZMAN 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 WEITZMAN 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. 24 24 30 70 340683 0 7152532 8929094 738595 640765 129559 275071 213372 452096 8234058 10297026 0 0 0 0 2712924 3263099 201678 134861 1844088 4974680 5310260 7889282 8708220 344776 1588806 29222882 31551165 1170729 1631215 28052153 29919950 X THE WEITZMAN 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 5090354 910953 EXHIBITION - THE WEITZMAN WELCOMED NEARLY 40,000 VISITORS TO ITS EXHIBITIONS IN FY24. IN ADDITION TO THE MUSEUM'S CORE EXHIBITION DETAILING 350 YEARS OF AMERICAN JEWISH HISTORY AND CONTINUATION OF A SPECIAL EXHIBITION, THE FUTURE WILL FOLLOW THE PAST: AN EXHIBITION BY JONATHAN HOROWITZ, THE WEITZMAN EXHIBITED THEIR PORTRAITS, AN INSTALLATION OF PORTRAITS PAINTED BY PHILADELPHIA WOMEN ARTISTS OF THE OVER 200 HOSTAGES ABDUCTED BY HAMAS ON OCTOBER 7, 2023. THE MUSEUM ALSO LAUNCHED FROM TELEGRAM TO HYPERLINK, A SPECIAL ONLINE AND IN-PERSON EXHIBITION CELEBRATING THE RECENT DONATION OF MATERIALS RELATED TO THE SHNEIDERMAN FAMILY, INCLUDING THE IMPORTANT YIDDISH JOURNALISTS EILEEN AND S.L. SHNEIDERMAN, LEGENDARY PHOTOJOURNALIST DAVID SEYMOUR (CHIM), AND COMPUTER SCIENCE PIONEER BEN SHNEIDERMAN.PUBLIC PROGRAMS - IN PARTNERSHIP WITH OVER 20 LOCAL AND NATIONAL ORGANIZATIONS, THE WEITZMAN STAGED 46 PROGRAMS PRESENTING ESSENTIAL JEWISH THOUGHT AND CULTURE LEADERS. THE PROGRAMS ATTRACTED NEARLY 10,000 ATTENDEES IN PERSON AND ONLINE MORE THAN DOUBLED FROM THE PREVIOUS YEAR (4,000 IN FY23). HIGHLIGHTED PARTICIPANTS FROM FY24 PROGRAMS INCLUDE AWARD WINNING CHEFS JAKE COHEN, HELENE JAWHARA PINER, MICHAEL SOLOMONOV AND JOAN NATHAN; TONY AND EMMY AWARD WINNING COMEDIAN, ALEX EDELMAN; A CONCERT FEATURING GRAMMY-NOMINATED MUSICIAN MEHMET ALI SANLIKOL AND GRAMMY WINNER FRANK LONDON. THE MUSEUM ALSO HOSTED LEADING JEWISH THOUGHT LEADERS LIKE RABBI DAVID WOLPE AND ROYA HAKAKIAN AT ITS "JEWISH PRIORITIES" CONFERENCE AND THROUGHOUT THE YEAR. FURTHER, THE MUSEUM HOSTED A NUMBER OF ONLINE AND IN-PERSON EVENTS FEATURING LECTURES, STORYTELLING, HOLIDAY CELEBRATIONS, AND MORE. JEWISH AMERICAN HERITAGE MONTH (JAHM, MAY 2024), WHICH THE WEITZMAN LEADS NATIONALLY, FEATURED EXPANDED RESOURCES FOR EDUCATORS AVAILABLE ONLINE, WITH GRADE-LEVEL AND THEME-BASED FILTERS AVAILABLE, PROFESSIONAL DEVELOPMENT SESSIONS, AND EDUCATIONAL POSTERS. THERE WERE NEARLY 80,000 VIEWS OF THE JAHM WEBSITE, TWICE THE PRIOR YEAR, AND THREE BILLION MEDIA IMPRESSIONS. EXCITING COLLABORATIONS INCLUDED THE AMERICAN ASSOCIATION OF SCHOOL LIBRARIANS, THE RECORDING ACADEMY, AND THE FEDERAL INTERAGENCY PLANNING COMMITTEE. THE PREMIER EVENT OF JAHM WAS AN OUTSTANDING CONCERT AT THE KENNEDY CENTER IN WASHINGTON, DC.EDUCATION - THE WEITZMAN WELCOMED OVER 100 SCHOOL, YOUTH, AND CAMP GROUPS, FOR PROGRAMS UTILIZING THE MUSEUM'S COLLECTION TO TELL THE MULTIFACETED STORIES OF JEWISH PEOPLE IN THIS COUNTRY, AS WELL AS PROVIDING OFF-SITE PROGRAMS. IT HELD ITS NATIONAL EDUCATORS' INSTITUTE AND OTHER PROFESSIONAL DEVELOPMENT OPPORTUNITIES THAT SERVED 450 PUBLIC AND PRIVATE SCHOOL EDUCATORS. THE MUSEUM CONDUCTED ACTIVITY DAYS FOR FAMILIES AND FOR SPECIAL NEEDS POPULATIONS. RESPONDING TO THE EXTREME SPIKE IN ANTISEMITISM, THE WEITZMAN BEGAN DEVELOPMENT OF "STORIES THAT SHAPED A NATION," A CURRICULUM INTENDED TO EDUCATE MIDDLE AND HIGH SCHOOL STUDENTS ABOUT AMERICAN JEWS AND THEIR POSITIVE IMPACT ON OUR NATION. 5090354 1 1 0 1 0 0 0 1 0 1 1 1 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 1 0 0 0 0 0 0 0 0 1 X 61 0 1 30 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 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 X JILL L DUNCAN DIRECTOR OF FINANCE 2159234550 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 SHARON TOBIN KESTENBAUM CO-CHAIR 3.00 X X 0 0 0 JOSEPH S ZURITSKY CO-CHAIR 2.00 X X 0 0 0 LYN M ROSS HONORARY CHAIR 2.00 X X 0 0 0 ANDREW KLABER TREASURER 3.00 X X 0 0 0 SHERRIE R SAVETT SECRETARY 2.00 X X 0 0 0 PHILIP M DARIVOFF TRUSTEE AND CHAIR EMERITUS 2.00 X 0 0 0 SCOTT AKMAN TRUSTEE 2.00 X 0 0 0 PHILIP BALDERSTON TRUSTEE 2.00 X 0 0 0 STEPHEN COZEN TRUSTEE 2.00 X 0 0 0 JJ CUTLER TRUSTEE 2.00 X 0 0 0 DIANE DEDE FEINBERG TRUSTEE 2.00 X 0 0 0 DR ANITA FRIEDMAN TRUSTEE 2.00 X 0 0 0 ALAN J HOFFMAN TRUSTEE 2.00 X 0 0 0 ANTHONY E MEYER TRUSTEE 2.00 X 0 0 0 JASON MORGAN TRUSTEE 2.00 X 0 0 0 MARK OSTER TRUSTEE 3.00 X 0 0 0 DR RONALD PAUL TRUSTEE 2.00 X 0 0 0 MIRIAM MIMI SCHNEIROV TRUSTEE 2.00 X 0 0 0 BRETT SCHULMAN TRUSTEE 2.00 X 0 0 0 MEREDITH C SLAWE TRUSTEE 2.00 X 0 0 0 GARRETT SNIDER TRUSTEE 2.00 X 0 0 0 LINDY SNIDER TRUSTEE 2.00 X 0 0 0 MICHAEL SWIFT TRUSTEE 2.00 X 0 0 0 JANE WEITZMAN TRUSTEE 2.00 X 0 0 0 MIKHAIL GALPERIN PRESIDENT & CEO 40.00 X 365200 0 22291 PAUL WAIMBERG CFO (THRU 1/2024) 40.00 X 203591 0 29078 ARUTHUR SANDMAN CHIEF OPERATING OFFICER 40.00 X 209326 0 27589 JACQUELINE GLODSTEIN CHIEF DEVELOPMENT OFFICER 40.00 X 210693 0 15110 EMILY AUGUST CHIEF PUBLIC ENGAGEMENT OFFICER 40.00 X 158367 0 26833 JOSHUA PERELMAN CHIEF CURATOR 40.00 X 158029 0 25145 KRISTEN KREIDER MANAGING DIRECTOR BUSINESS OPERATIONS 40.00 X 153464 0 17272 1458670 0 163318 7 0 1 0 BROSNAN RISK CONSULTANTS LTD BLUE HILL PLAZA SUITE 1538 PEARL RIVER NY 10965 SECURITY CONTRACT 453317 EMCOR SERVICES 10981 DECATUR ROAD SUITE 1 PHILADELPHIA PA 19154 ENGINEERING CONTRACT 278707 ONLINE COMPUTERS 38 HILLSIDE AVENUE FORHAM PARK NJ 07932 IT SUPPORT & CONSULTING 205965 PAUL RABINOWITZ GLASS CO INC 1401 NORTH AMERICAN STREET PHILADELPHIA PA 19122 GLASS INSTALLATION AND REPAIR 202500 ABM JANITORIAL MIDATLANTIC INC PO BOX 419860 BOSTON PA 022419860 JANITORIAL SERVICES 181876 12 1977571 129558 6821965 83364 8929094 MEMBERSHIP REVENUE 713990 382190 382190 FACILITY RENTALS 713990 148275 148275 ADMISSIONS TO EXHIBITS 713990 72223 72223 LUNCH AND CATERING INCOME 713990 25499 25499 MISCELLANEOUS OTHER REVENUE 713990 12578 12578 640765 270050 270050 174983 169962 5021 5021 5021 399000 1977571 557775 -158775 -158775 1023084 412213 610871 270188 340683 10297026 910953 340683 116296 X 525207 114742 219228 191237 2163386 987883 549052 626451 78006 35103 15601 27302 297900 134055 59580 104265 198600 89370 39720 69510 53193 53193 44978 44978 134861 134861 985223 684923 300300 506919 405535 101384 726029 202327 160679 363023 477225 441519 33287 2419 21007 5854 4649 10504 35272 32633 2460 179 433568 401130 30241 2197 160688 78928 43763 37997 CONTRACTED SERVICES 1024451 947804 71455 5192 EQUIPMENT LEASES AND MA 258746 115659 76589 66498 EXHIBITION COSTS 145961 145961 MISC/OTHER 144725 49647 36162 58916 292275 217281 32841 42153 8708220 5090354 1773778 1844088 590624 353660 3985009 2890047 11760212 12508766 25792 133636 211622 230644 48306 62841 12787547 2391013 10684196 10396534 1917121 2614074 2360963 29222882 31551165 957152 815264 65671 122930 550000 147906 143021 1170729 1631215 X 9139392 13398799 18912761 16521151 28052153 29919950 29222882 31551165 1588806 279070 -78 0 X X 0 1 X 1 0 X 4219664 2221459 29639041 7152532 8929094 52161790 4219664 2221459 29639041 7152532 8929094 52161790 27307392 24854398 96205 129559 270050 495814 52657604 5146916 0.47200 0.46290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 8701331 8701331 585067 146267 0 0 624006 509424 544464 585067 2262961 3394442 45750 45750 156002 127356 136116 146267 565741 848612 X X 0 14798679 100000 120145 1845120 13173704 16203623 95056 1500000 14798679 2678623 14000000 475000 16203623 3280312 601689 2678623 4993725 -513413 1200000 3280312 0.99847 0.00152 0 0 1089507 1089507 9227294 616627 8610667 2422346 1774386 647960 48400 48400 10396534 VANGUARD S&P 500 ETF 2360963 F 2360963 X 10576018 279070 279070 10296948 78 78 10297026 8239381 0 8239381 468840 468840 8708221 PART III, LINE 1A: THE WEITZMAN HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED COLLECTION ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. THE WEITZMAN 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 WEITZMAN HAS A GROWING COLLECTION WHICH CONSISTS OF APPROXIMATELY 40,000 OBJECTS DOCUMENTING 360 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 WEITZMAN'S ENDOWMENT CONSISTS OF A NUMBER OF GIFTS FOR A VARIETY OF PURPOSES. THESE PURPOSES INCLUDE FUNDING A LECTURE SERIES, MUSEUM DIRECTOR POSITION AS WELL AS A GENERAL ENDOWMENT TO SUPPORT THE WEITZMAN'S OPERATIONS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE WEITZMAN 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 WEITZMAN 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 WEITZMAN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023 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 WEITZMAN 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, 2024 OR 2023. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 35,272. DEPRECIATION 433,568. X X X 1 WAKEBY FIRE & ASSOCIATES 22 BATES RD STE 295 MASHPEE MA 02649 DIRECT RESPONSE 0 0 138128 -138128 138128 -138128 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 COZEN OIA GALA 2376571 1977571 399000 190246 95930 120487 151112 2376571 1977571 399000 190246 95930 120487 151112 557775 -158775 X X 0 0 0 0 0 0 0 0 0 MIKHAIL GALPERIN PRESIDENT & CEO 365200 0 0 0 0 0 14608 0 7683 0 387491 0 0 0 ARUTHUR SANDMAN CHIEF OPERATING OFFICER 209326 0 0 0 0 0 8255 0 19334 0 236915 0 0 0 PAUL WAIMBERG CFO (THRU 1/2024) 203591 0 0 0 0 0 8144 0 20934 0 232669 0 0 0 JACQUELINE GLODSTEIN CHIEF DEVELOPMENT OFFICER 210693 0 0 0 0 0 5077 0 10033 0 225803 0 0 0 EMILY AUGUST CHIEF PUBLIC ENGAGEMENT OFFICER 158367 0 0 0 0 0 6139 0 20694 0 185200 0 0 0 JOSHUA PERELMAN CHIEF CURATOR 158029 0 0 0 0 0 5907 0 19238 0 183174 0 0 0 KRISTEN KREIDER MANAGING DIRECTOR BUSINESS OPERATION 153464 0 0 0 0 0 6139 0 11133 0 170736 0 0 0 X 8 83364 HI-LOW DATE OF GIFT 0 1 0 PART I, COLUMN (B): THE COUNT ON LINE 9 REPRESENTS THE NUMBER OF UNIQUE GIFTS OF STOCK BY INDIVIDUAL DONORS. FORM 990, PART V, LINE 2B: THE ORGANIZATION IS A MEMBER OF QUESTCO, A NATIONAL CERTIFIED PROFESSIONAL EMPLOYER ORGANIZATION TO FACILITATE THE HUMAN RESOURCE FUNCTION. EMPLOYEE COMPENSATION AND BENEFITS, INCLUDING FICA, MEDICARE, HEALTHCARE, WORKER'S COMP AND OTHER BENEFITS ARE ALL INCLUDED IN THE SERVICE FEE. THEREFORE, WNMAJH DOES NOT FILE ITS OWN FORM 941 OR W-2S NOR DOES IT TRACK THESE EXPENSES BY INDIVIDUAL ACCOUNT. 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 WNMAJH 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. WNMAJH REQUIRES ALL BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, OFFICERS, AND KEY EMPLOYEES 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 684,923. MANAGEMENT AND GENERAL EXPENSES 300,300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 985,223. FORM 990, PART XII, LINE 2C: 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.