2022-05-16T17:50:38-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2020-07-01 953964928 SIMON WIESENTHAL CENTER INC SIMO 3105539036 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 SUSAN BURDEN CFO/CAO 3105539036 2022-05-16 1 SUSAN BURDEN 999009999 TAYIIKA M DENNIS CPA P01575149 3102732501 2022-05-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SUSAN BURDEN 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 28406028 0 X WWW.WIESENTHAL.COM X 1985 CA SIMON WIESENTHAL CENTER, INC. (THE CENTER) CONFRONTS ANTI-SEMITISM AND HATE, PROMOTES HUMAN DIGNITY, DEFENDS DEMOCRACY AND FREEDOM, AND TEACHES THE LESSONS OF THE HOLOCAUST. 49 47 107 49 0 0 17181040 27276390 1215595 189867 238150 3622 134294 302738 18769079 27772617 0 0 0 0 11238584 10626289 0 0 2176174 12554605 10632790 23793189 21259079 -5024110 6513538 74863894 83162323 37613633 39398153 37250261 43764170 X THE SIMON WIESENTHAL CENTER INC (THE CENTER) CONFRONTS ANTI-SEMITISM AND HATE, PROMOTES HUMAN DIGNITY, DEFENDS DEMOCRACY AND FREEDOM, AND TEACHES THE LESSONS OF THE HOLOCAUST FOR FUTURE GENERATIONS. (CONTINUED ON SCHEDULE O) 0 0 5612659 OUTREACH, SOCIAL ACTION, PUBLIC INFORMATION, AND EDUCATION PROGRAMS: THE CENTER CONFRONTS ANTI-SEMITISM AND HATE, PROMOTES HUMAN DIGINITY, DEFENDS DEMOCRACY AND FREEDOM, AND TEACHES THE LESSONS OF THE HOLOCAUST FOR FUTURE GENERATIONS THROUGH COMMUNITY INVOLVEMENT, EDUCATIONAL OUTREACH, AND SOCIAL ACTION. 4672273 71797 MUSEUM DIVERSITY TRAINING: THE MUSEUM CONDUCTS DIVERSITY TRAINING COURSES FOR POLICE OFFICERS, EDUCATORS, AND OTHER PROFESSIONALS. 3970530 118070 MUSEUM PUBLIC PROGRAMS: THE CENTER OPERATES THE MUSEUM OF TOLERANCE IN LOS ANGELES OPEN TO THE PUBLIC THAT PROMOTES TOLERANCE & EDUCATES THE PUBLIC ABOUT THE LEGACY OF THE HOLOCAUST AND THE DANGERS OF HATE AND PREJUDICE. 1827359 A) THE FILM DIVISION OF THE SIMON WIESENTHAL CENTER, MORIAH FILMS WAS CREATED TO PRODUCE THEATRICAL DOCUMENTARIES TO EDUCATE BOTH NATIONAL AND INTERNATIONAL AUDIENCES. IT FOCUSES ON THE 3,500 YEAR OLD JEWISH EXPERIENCE AS WELL AS CONTEMPORARY HUMAN RIGHTS AND ETHICS ISSUE (EXPENSES OF $1,331,106) (REVENUES $0)B) MUSEUM OF TOLERANCE NEW YORK CONDUCTS COMBAT HATE COURSES FOR STUDENTS IN NEW YORK CITY. (EXPENSES OF $114,395) (REVENUES $0)C) ROXBURY LLC OPERATING EXPENSES (EXPENSES OF $381,858) (REVENUES $0) 1827359 16082821 1 1 0 1 0 0 0 1 0 0 1 0 0 0 0 1 0 1 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 76 0 1 107 1 0 1 CA FR IS 0 0 0 1 1 0 0 0 0 0 0 X 49 47 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AL AR FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X SUSAN BURDEN CFOCFO 3105539036 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 MR LARRY A MIZEL CHAIRMAN 1.62 2.54 X X 0 0 0 MRS DAWN ARNALL CHAIRWOMAN 1.85 1.95 X X 0 0 0 MR JEFFREY SOZA SECRETARY 0.48 0.33 X 0 0 0 MR ALLEN ADLER BOARD OF TRUSTEES 0.09 X 0 0 0 MR FRANCES BELZBERG BOARD OF TRUSTEES 0.00 X 0 0 0 MR SYDNEY BELZBERG BOARD OF TRUSTEES 0.08 X 0 0 0 MR RICHARD BLUM BOARD OF TRUSTEES 0.00 X 0 0 0 MR ROBERT BOOK BOARD OF TRUSTEES 0.00 X 0 0 0 MR NORMAN BROWNSTEIN BOARD OF TRUSTEES 1.21 0.48 X 0 0 0 MR ALEN CASDEN BOARD OF TRUSTEES 0.25 X 0 0 0 MR GORDON DIAMOND BOARD OF TRUSTEES 0.29 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SCHEDULE D PART III MAINTAINING COLLECTIONS OF ART THE SIMON WIESENTHAL CENTER'S ARCHIVES CONSISTS OF DONATIONS OF ARCHIVAL MATERIAL WHICH AMONGST OTHERS, INCLUDES ORIGINAL ARTWORK, PHOTOGRAPHS AND FILM FOOTAGE, ARTIFACTS AND MEMORABILIA, TESTIMONIES AND DOCUMENTS. THESE HOLDINGS ARE USED FOR EXHIBITIONS, EDUCATION, DOCUMENTATION, GENEALOGICAL PROJECTS, ACADEMIC RESEARCH AND TO RECORD HISTORY FOR FUTURE GENERATIONS. ALL OF THE ARCHIVAL HOLDINGS FOCUS ON SUBJECTS RELATED TO THE MISSION AND MANDATE OF THE CENTER AND ITS MUSEUM OF TOLERANCE. EUROPE 1 1 PROGRAM SERVICES COMBAT ANTI-SEMITISM 462758 MIDDLE EAST AND NORTH AFRICA 1 2 PROGRAM SERVICES LOCATE WAR CRIMINALS 336535 SOUTH AMERICA 1 1 PROGRAM SERVICES COMBAT ANTI-SEMITISM 68000 3 4 0 0 3 4 867293 0 867293 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SSCHEDULE F PART 1 COLUMN E EUROPE (PARIS) PROGRAM SERVICE - ACTIVELY PROMOTES AND SUPPORTS THE CENTER'S MISSION IN EUROPE BY COMBATING ANTISEMITISM, HOLOCAUST DENIAL, EXTREMISM AND NEO-NAZI ACTIVITY. THE EUROPEAN OFFICE BRINGS THESE ISSUES ATTENTION OF GOVERNMENT LEADERS, MEMBERS OF THE MEDIA AND COMMUNITIES THROUGHOUT EUROPE. MIDDLE EAST (ISRAEL) PROGRAM SERVICE - TO LOCATE AND HELP BRING TO JUSTICE NAZI WAR CRIMINALS AROUND THE WORLD FIGHT FOR HISTORICAL TRUTH IN MANY OF THE COUNTRIES IN WHICH THE HOLOCAUST TOOK PLACE AND ONGOING EFFORTS TO COMBAT GROWING TIDE OF ANTISEMITISM. SOUTH AMERICA PROGRAM SERVICE - ACTIVELY PROMOTES AND SUPPORTS THE CENTER'S MISSION IN LATIN AMERICA BY COMBATING ANTISEMITISM, HOLOCAUST DENIAL, EXTREMISM AND NEO-NAZI ACTIVITY. THE LATIN AMERICAN OFFICE BRINGS THESE ISSUES TO THE ATTENTION OF GOVERNMENT LEADERS, MEMBERS OF THE MEDIA AND COMMUNITIES THROUGHOUT SOUTH AMERICA. 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IN VERY FEW CIRCUMSTANCES, KEY EMPLOYEES HAVE PURCHASED FIRST CLASS AIRFARE. THE CIRCUMSTANCES INCLUDED MEDICAL NECESSITY, SCHEDULING ISSUES, AND WHEN PROMOTIONS FOR FIRST CLASS TICKETS WERE SUBSTANTIALLY DISCOUNTED. MARLENE HIER FAMILY RELATIONSHIP 404985 EMPLOYEE 0 ALAN HIER FAMILY RELATIONSHIP 214205 EMPLOYEE 0 X 11 57285 FAIR MARKET VALUE X 2 1500 FAIR MARKET VALUE 0 1 0 PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS LINE 1 THE SIMON WIESENTHAL CENTER INC (THE CENTER) CONFRONTS ANTI-SEMITISM AND HATE, PROMOTES HUMAN DIGNITY, DEFENDS DEMOCRACY AND FREEDOM, AND TEACHES THE LESSONS OF THE HOLOCAUST FOR FUTURE GENERATIONS. WITH A CONSTITUENCY OF OVER 400,000 HOUSEHOLDS IN THE UNITED STATES, IT IS ACCREDITED AS A NON-GOVERNMENTAL ORGANIZATION (NGO) AT INTERNATIONAL ORGANIZATION INCLUDING THE UNITED NATIONS, UNESCO, OSCE, ORGANIZATION OF AMERICAN STATES (OAS), THE LATIN AMERICAN PARLIAMENT (PARLATINO) AND THE COUNCIL OF EUROPE. HEADQUARTERED IN LOS ANGELES, THE CENTER MAINTAINS OFFICES IN NEW YORK, TORONTO, CHICAGO, MIAMI, PARIS, BUENOS AIRES, AND JERUSALEM. THE CENTER IS DEDICATED TO THE PRESERVATION OF THE MEMORY OF THE HOLOCAUST THROUGH EDUCATION AND AWARENESS, WITH THE GOAL THAT NO PEOPLE SHALL EVER AGAIN FALL VICTIM TO AN ATROCITY OF SUCH MAGNITUDE. TO THIS END, THE CENTER HAS DEVELOPED INNOVATIVE PROGRAMS IN THE AREAS OF HOLOCAUST STUDIES, EDUCATIONAL OUTREACH, INTERNATIONAL SOCIAL ACTION, AND MEDIA. THESE BROAD-BASED ACTIVITIES HAVE IMPACTED THE LIVES OF PEOPLE FROM ALL WALKS OF LIFE ON THIS CONTINENT AND ABROAD. THE MUSEUM OF TOLERANCE IS THE EDUCATIONAL ARM OF THE CENTER. THE MUSEUM'S MISSION IS TWO-FOLD: TO EXPLORE THE HISTORY OF RACISM AND PREJUDICE IN THE AMERICAN EXPERIENCE, AND TO RECOUNT THE STORY OF THE MONUMENTAL EXAMPLE OF MAN'S INHUMANITY TO MAN, THE HOLOCAUST. IN THE FORMER INSTALLATIONS, THE MUSEUM ADDRESSES THE ESCALATING CRISIS OF BIGOTRY, RACISM AND ANTI-SEMITISM IN OUR COUNTRY, WHILE IN THE LATTER INSTALLATIONS, THE VISITOR IS TAKEN BACK IN TIME TO WITNESS THE ATTEMPTED ANNIHILATION OF AN ENTIRE PEOPLE. MORIAH FILMS PRODUCES THEATRICAL DOCUMENTARIES TO EDUCATE BOTH NATIONAL AND INTERNATIONAL AUDIENCES FOCUSING ON THE HOLOCAUST, ISRAEL AND EVENTS THAT IMPACT OUR CONTEMPORARY WORLD. FORM 990, PART VI, SECTION A, LINE 2 MARLENE HIER, FAMILY MEMBER OF RABBI MARVIN HIER ALAN HIER, FAMILY MEMBER OF RABBI MARVIN HIER LESLIE DIAMOND, FAMILY MEMBER OF GORDON DIAMON CHESTON MIZEL, FAMILY MEMBER OF LARRY A. MIZEL MARY HART, FAMILY MEMBER OF BURT SUGARMAN JEANIE SCHOTTENSTEIN, FAMILY MEMBER OF JAY SCHOTTENSTEIN FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING, FORM 990 AND SUPPLEMENTAL INFORMATION, THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW, QUESTIONS AND COMMENTS. THE CHIEF FINANCIAL OFFICER IS AVAILABLE TO EITHER MEET IN PERSON OR DISCUSS VIA TELEPHONE OR ZOOM ANY QUESTIONS OR COMMENTS BOARD MEMBERS MAY HAVE ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY IN THE FOLLOWING MANNER: IF THERE IS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON (ONE WITH A DIRECT OR INDIRECT FINANCIAL INTEREST) MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD OR A COMMITTEE WITH BOARD DELEGATED POWERS THAT IS CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT. IF THE COMMITTEE DETERMINES THAT THERE IS A CONFLICT, THAT INTERESTED PERSON WILL NOT BE PART OF THE DECISION MAKING PROCESS EXCEPT TO PROVIDE INFORMATION THAT THE COMMITTEE DETERMINES IS NEEDED FOR THE DECISION. IF THE BOARD OR A COMMITTEE HAS REASON TO BELIEVE THAT A MEMBER FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THEY WILL INVESTIGATE THE MATTER AND TAKE DISCIPLINARY AND CORRECTIVE ACTION IF WARRANTED. FORM 990, PART VI, SECTION B, LINE 15 SWC PROVIDES A COMPENSATION PROGRAM TO ITS EXECUTIVE LEADERSHIP TEAM DESIGNED TO ATTRACT AND RETAIN KEY LEADERS WHO HELP THE CENTER DELIVER ON ITS MISSION AND ENSURE THAT WE OBTAIN AND EXPEND THE RESOURCES WE NEED TO SERVE OUR MISSION AND EXEMPT PURPOSE. TO ENSURE THAT WE ADHERE TO THE PRINCIPLES IN OUR MISSION, THE BOARD APPOINTED A COMPENSATION COMMITTEE TO PROVIDE GOVERNANCE AND OVERSIGHT OVER THE COMPENSATION OF OUR SENIOR EXECUTIVES, INCLUDING THE CEO. THE COMMITTEE MAINTAINS A PHILOSOPHY FOR GOVERNANCE PURPOSE OVER EXECUTIVE COMPENSATION. THE COMMITTEE'S PHILOSOPHY IS TO COMPENSATE THE EXECUTIVES FAIRLY AND COMPETITIVE WITH MARKET FOR COMPARABLE ROLES AMONG SIMILARLY SITUATED ORGANIZATIONS. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE SALARIES AND BENEFITS OF ALL EMPLOYEES AND RECOMMENDS THE COMPENSATION AND BENEFIT LEVEL FOR ALL EMPLOYEES. THE COMPENSATION COMMITTEE REVIEWS FROM TIME TO TIME FORM 990 OF OTHER SIMILARLY SITUATED ORGANIZATIONS. TO ENSURE THAT THE COMMITTEE HAS ACCESS TO RELEVANT MARKET COMPARABILITY IN ORDER TO MAKE ITS DETERMINATION AS TO THE REASONABLENESS OF COMPENSATION, THE COMMITTEE MAY, FROM TIME TO TIME, RETAIN AN INDEPENDENT CONSULTANT TO EVALUATE THE COMPENSATION PROVIDED TO THE EXECUTIVES AND ADVISE THE COMMITTEE AS TO ITS REASONABLENESS. THE COMMITTEE DID RETAIN AN INDEPENDENT COMPENSATION CONSULTANT MOST RECENTLY IN AUGUST 2018. UPON COMPLETION OF ITS STUDY, THE CONSULTANT PROVIDED ITS OPINION TO THE COMMITTEE THAT THE COMPENSATION PROVIDED BY SWC TO THE EXECUTIVES WAS COMPETITIVE WITH RELEVANT MARKET COMPARABILITY DATA AND WAS REASONABLE. THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE EACH YEAR ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND UPON THE RECOMMENDATIONS BEING ACCEPTABLE TO THE EXECUTIVE COMMITTEE, ARE SUBMITTED TO THE BOARD FOR ITS APPROVAL AND IMPLEMENTATION. IN ADDITION, THE CHAIRMAN OF THE BOARD OR A BOARD MEMBER DESIGNATED BY THE CHAIRMAN WILL DISCUSS INDIVIDUALLY WITH THE CEO THE EMPLOYEE'S PERFORMANCE DURING THE PAST YEAR. DURING THE PAST YEAR, DUE TO THE COVID-19 PANDEMIC, THE COMPENSATION COMMITTEE REDUCED THE SALARIES OF THOSE EMPLOYEES EARNING OVER $250,000 ANNUALLY BY 15% AND FOR THOSE EMPLOYEES EARNING LESS THAN $250,000 ANNUALLY, THERE WERE NO INCREASES OR DECREASES IN SALARIES. PURSUANT TO THE CONFLICT OF INTEREST POLICY, NO INDIVIDUAL WHOSE COMPENSATION IS BEING DETERMINED MAY BE A PART OF THE COMPENSATION DETERMINATION PROCESS. THE DECISION-MAKING PROCESS OF THE COMPENSATION COMMITTEE IS DOCUMENTED CONTEMPORANEOUSLY IN ITS MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER'S FINANCIAL STATEMENTS ARE POSTED ON THE CENTER'S WEBSITE AND ALSO AVAILABLE UPON REQUEST. THE CENTER'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: BOARD MEMBERS CONTRIBUTE THEIR TIME AND SERVICES UPON REQUEST AND ON AN AS-NEEDED BASIS, WHICH, THROUGHOUT THE YEAR, MAY DIFFER FROM THE AVERAGE NUMBER OF HOURS PER WEEK INCLUDED IN PART VII. FORM 990, PAGE 12, PART XII, LINE 2C: THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE WHO IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENTS AND THE 990 TAX RETURN. SWC ROXBURRY LLC 1399 S ROXBURY DRIVE LOS ANGELES CA 90035 272144635 TITLE HOLDING CA 500406 8521013 SWC SWC MUSEUM CORPORATION 1399 S ROXBURY DRIVE LOS ANGELES CA 90035 954786388 MUSEUM CA 501(C)(3) LINE 7 SWC INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0