2022-05-06T08:18:26-05:00 2021-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 50 ROCKEFELLER PLAZA NEW YORK NY 10020 990 2020-07-01 271450809 NATIONAL MUSEUM OF MATHEMATICS F/K/A MUSEUM OF MATHEMATICS NATI 2125420566 134 WEST 26TH STREET NO 4S NEW YORK NY 10001 CINDY LAWRENCE EXECUTIVE DIRECTOR 2125420566 2022-05-04 1 CINDY LAWRENCE 999009999 PAULA VUKSIC CPA MST P00360739 2126971000 2022-05-04 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CINDY LAWRENCE 134 WEST 26TH STREET NO 4S NEW YORK NY 10001 11067462 0 X WWW.MOMATH.ORG X 2009 NY TO OPERATE A MUSEUM OF MATHEMATICS, PUBLIC EXHIBITIONS, INTERACTIVE DISPLAYS, AND EDUCATIONAL PROGRAMS ABOUT MATHEMATICS TO ENHANCE PUBLIC UNDERSTANDING OF MATHEMATICS AND THE IMPORTANCE OF MATHEMATICS IN EVERYDAY LIFE. 26 25 61 100 0 0 4738723 8322014 1937090 393059 1048469 1136986 230575 33009 7954857 9885068 0 0 0 0 2633943 2686153 214200 175500 737621 4574257 4069809 7422400 6931462 532457 2953606 35006682 42218242 1306930 730531 33699752 41487711 X MATHEMATICS ILLUMINATES THE PATTERNS THAT ABOUND IN OUR WORLD. THE NATIONAL MUSEUM OF MATHEMATICS (MOMATH) STRIVES TO ENHANCE PUBLIC UNDERSTANDING AND PERCEPTION OF MATHEMATICS. ITS DYNAMIC EXHIBITS AND PROGRAMS STIMULATE INQUIRY, SPARK CURIOSITY, AND REVEAL THE WONDERS OF MATHEMATICS. THE MUSEUM'S ACTIVITIES LEAD A BROAD AND DIVERSE AUDIENCE TO UNDERSTAND THE EVOLVING, CREATIVE, HUMAN, AND AESTHETIC NATURE OF MATHEMATICS. 0 1 4363629 159263 MUSEUM: MOMATH OPERATED A HANDS-ON MUSEUM FOCUSED ON MATHEMATICS. SCHOOL GROUPS FLOCKED TO THE MUSEUM THROUGH MID-MARCH 2020, WITH FAMILIES AND TOURISTS ROUNDING OUT VISITATION ON WEEKENDS. NOTE THAT THE MUSEUM CLOSED TO THE PUBLIC ON MARCH 13, 2020 DUE TO THE COVID 19 PANDEMIC. 607082 0 321125 COMMUNITY: MOMATH OPERATES A NUMBER OF PUBLIC PROGRAMS THAT SERVE THE COMMUNITY BY PROVIDING EXPERIENCES THAT HIGHLIGHT THE EVOLVING, CREATIVE, AND AESTHETIC NATURE OF MATHEMATICS. THESE PROGRAMS ALSO AIM TO SHOW THE MANY UNEXPECTED WAYS THAT MATH TOUCHES ON THE WORLD AROUND US AND ON OUR EVERYDAY LIVES. COMMUNITY PROGRAMS INCLUDED SEVERAL MONTHLY PRESENTATION SERIES, A SUITE OF TRAVELING/PORTABLE EXHIBITS, AND A VARIETY OF PROGRAMS DIRECTED TOWARD PEOPLE OF ALL AGES AND BACKGROUNDS, BOTH IN PERSON AND ONLINE. 87646 0 0 TRAVELING EXHIBITION: MATH MIDWAY 2 GO (MM2GO.ORG) IS A SPIN-OFF OF MOMATH'S ORIGINAL TRAVELING EXHIBITION (THE MATH MIDWAY). DESIGNED BY MOMATH PRINCIPALS PRIOR TO THE FORMATION OF THE MUSEUM, IT SERVED AS A TANGIBLE PROOF OF CONCEPT: IT DEMONSTRATED THAT IT WAS POSSIBLE TO BUILD ENGAGING EXHIBITS THAT VISITORS WOULD NOT ONLY ENJOY BUT WOULD ACTIVELY SEEK OUT, AND WHICH WOULD ILLUSTRATE A WIDE VARIETY OF MATHEMATICAL IDEAS AND PRINCIPLES. 5058357 1 1 0 1 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 54 0 61 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2125420566 134 WEST 26TH STREET NO 4S NEW YORK NY 10001 JOHN OVERDECK TRUSTEE / CHAIR 3.00 X X 0 0 0 DAVID TUROCK TRUSTEE / VICE CHAIR 1.00 X X 0 0 0 SAUL ROSENTHAL TRUSTEE / SECRETARY 1.00 X X 0 0 0 S DELLA PIETRA-UNTIL 1220 TRUSTEE / TREASURER 1.00 X X 0 0 0 KEVIN ATTESON TRUSTEE 1.00 X 0 0 0 MANJUL BHARGAVA TRUSTEE / VISITING PROFESS 3.00 X 31889 0 0 PETER CARR TRUSTEE 1.00 X 0 0 0 DAVID H DE WEESE TRUSTEE 1.00 X 0 0 0 ROBERT J FREY TRUSTEE 1.00 X 0 0 0 LAETITIA GARRIOTT DE CAYEUX TRUSTEE 1.00 X 0 0 0 JUDITH GIBBONS TRUSTEE 1.00 X 0 0 0 MATTHEW GOLDSTEIN TRUSTEE 1.00 X 0 0 0 CAROLE G HANKIN TRUSTEE 1.00 X 0 0 0 MARK D HARRIS TRUSTEE 1.00 X 0 0 0 ROBERT W JONES-FROM 1220 TRUSTEE/TREASURER 1.00 X X 0 0 0 SANDY LEONG TRUSTEE 1.00 X 0 0 0 RAJ MAHAJAN TRUSTEE 1.00 X 0 0 0 RICHARD PECHTER TRUSTEE 1.00 X 0 0 0 SUZANNE PENAVIC TRUSTEE 1.00 X 0 0 0 ARTHUR P STEINMETZ TRUSTEE 1.00 X 0 0 0 JOHN URSCHEL TRUSTEE 1.00 X 0 0 0 JADE VINSON TRUSTEE 1.00 X 0 0 0 STEPHEN WOLFRAM TRUSTEE 1.00 X 0 0 0 CHRISTINA LEWIS-FROM 1220 TRUSTEE 0.50 X 0 0 0 MARILYN SIMONS-FROM 1220 TRUSTEE 0.50 X 0 0 0 ARMEN AVANESSIANS-FROM 1020 TRUSTEE 0.75 X 0 0 0 CINDY LAWRENCE EXECUTIVE DIRECTOR 91.00 X 301378 0 22031 TIMOTHY NISSEN ASSOCIATE DIRECTOR 75.00 X 193000 0 14113 PAUL SEO CHIEF OF INSTRUCTION 35.00 X 150000 0 10477 676267 0 46621 3 0 1 0 GEVA PATZ 228 CLINTON STREET UNIT 3 BROOKLYN NY 11201 CONSULTING SERVICES 180000 TIMOTHY RUNION PO BOX 1281 WOODSTOCK NY 12498 FUNDRAISING COUNSEL 175500 THE TRUSTEES OF DARTMOUTH COLLEGE 6045 WENTWORTH HALL ROOM 202 HANOVER NH 037553526 EDUCATIONAL SERVICES 150000 3 87329 2188133 1013957 5032595 99816 8322014 PROGRAM FEES 321125 321125 ADMISSION REVENUE 71934 71934 393059 447177 447177 8000 0 8000 8000 8000 1786240 60000 1139113 17318 647127 42682 689809 42682 647127 1954 2188133 1954 0 43717 24009 19708 19708 MISCELLANEOUS INCOME 5301 5301 5301 9885068 460750 0 1102304 526267 357862 105253 63152 1776336 1207908 355268 213160 33848 23019 6768 4061 168722 114741 33738 20243 180980 123078 36189 21713 195472 100853 42522 52097 39000 39000 43116 43116 175500 175500 551918 354438 167617 29863 59000 59000 197526 143992 37822 15712 51796 35442 12352 4002 1164850 748393 286252 130205 972 337 554 81 1599529 1599391 86 52 62709 43257 11818 7634 EXHIBIT MAINT/TRANSPORT 34079 34079 SPEAKER & PERFORMER EXP 33830 33830 PRIZES AND AWARDS 33613 33613 EMPLOYEE ENGAGEMENT 1224 833 245 146 1175 1175 6931462 5058357 1135484 737621 324281 145864 10514168 12031596 1567612 5068143 8928 44717 163274 159049 136490 71047 17015389 13069298 5539383 3946091 15138873 18824033 40930 42400 1572743 1885302 35006682 42218242 284269 435806 558561 294725 464100 0 1306930 730531 X 31546979 35697830 2152773 5789881 33699752 41487711 35006682 42218242 2953606 4834353 0 X X 0 1 X 1 0 X 3816074 4864275 7044763 4738723 8322014 28785849 3816074 4864275 7044763 4738723 8322014 28785849 7718006 21067843 223132 406181 425500 599484 455177 2109474 82890 30511 15103 7915 5301 141720 31037043 11099095 0.67880 0.60090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 82,890. 2017 AMOUNT: $ 30,511. 2018 AMOUNT: $ 15,103. 2019 AMOUNT: $ 7,915. 2020 AMOUNT: $ 5,301. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19066 19066 5039291 5058357 402918 100730 0 0 437746 402918 840664 1260996 44350 19066 63416 109437 100730 210167 315251 X X 0 8246635 6286485 1960150 449668 439520 10148 8319086 6343293 1975793 3946091 X 13755223 4834353 24009 4858362 8896861 988207 988207 9885068 6955471 24009 24009 6931462 0 6931462 PART III, LINE 4: MOMATH MAINTAINS A SMALL COLLECTION OF ARTWORKS OF PARTICULAR MATHEMATICAL SIGNIFICANCE. THIS COLLECTION CONSISTS OF BOTH VISUAL ART AND SCULPTURE. THE ITEMS FURTHER THE MUSEUM'S MISSION IN SEVERAL WAYS: THEY ILLUSTRATE THE UNEXPECTED CONNECTION BETWEEN MATHEMATICS AND THE ART WORLD; THEY PROVIDE OPPORTUNITIES TO HIGHLIGHT THE BREADTH OF MATHEMATICS AND SHOW MATHEMATICAL PRINCIPLES OUTSIDE OF COMMON PERCEPTIONS OF WHAT MATHEMATICS IS; AND THEY REVEAL THE BEAUTY AND CREATIVITY INHERENT IN MATHEMATICS. PART X, LINE 2: THE MUSEUM IS A NOT-FOR-PROFIT ORGANIZATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(A) AS DESCRIBED IN IRC SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE MUSEUM IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. THE MUSEUM IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME, IF ANY. THE MUSEUM RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX BENEFITS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES. UNDER THAT GUIDANCE, THE MUSEUM ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. MANAGEMENT HAS EVALUATED THE MUSEUM'S TAX POSITIONS AND HAS CONCLUDED THAT THE MUSEUM HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - REPORTED ON PART VIII, LINE 10B 24,009. PART XI, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE RETENTION CREDIT INCOME 524,107. PAYCHECK PROTECTION PROGRAM LOAN FORGIVENESS 464,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - REPORTED ON PART VIII, LINE 10B 24,009. X X X X X X X 1 TIMOTHY RUNION PO BOX 1281 WOODSTOCK NY 12498 FUNDRAISING COUNSEL 0 0 175500 0 THE DEVELOPMENT CONSULTING GROUP LLC 215 E 95TH STREET SUITE 34E NEW YORK NY 10128 FUNDRAISING COUNSEL 0 0 35000 0 210500 NY GALA 2190087 2188133 1954 1954 2190087 2188133 1954 1954 1954 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE TWO CONSULTANTS LISTED ACT AS FUNDRAISING COUNSEL TO MOMATH AND THERE ARE NO GROSS RECEIPTS SPECIFICALLY ATTRIBUTABLE TO THE CONSULTING SERVICES PROVIDED. FOR THIS REASON, PART I, LINE 2B (IV) AND (VI) ARE $0 AND PART I, LINE 2B (V) REPRESENT THE EXPENSE AMOUNT PAID TO EACH FUNDRAISING COUNSEL. X X X X 0 0 0 0 0 0 0 0 0 CINDY LAWRENCE EXECUTIVE DIRECTOR 301378 0 0 0 0 0 9041 0 12990 0 323409 0 0 0 TIMOTHY NISSEN ASSOCIATE DIRECTOR 193000 0 0 0 0 0 0 0 14113 0 207113 0 0 0 PAUL SEO CHIEF OF INSTRUCTION 150000 0 0 0 0 0 4438 0 6039 0 160477 0 0 0 MANJUL BHARGAVA TRUSTEE 31889 EDUCATIONAL SERVICES 0 X 2 99816 FMV 0 0 0 PART I, COLUMN (B): INDICATES THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 3 MOMATH CLOSED ITS PUBLIC FACILITY IN MARCH 2020 DUE TO THE PANDEMIC, AND IT REMAINED CLOSED THROUGH THE END OF JUNE 2021. DURING THIS TIME, MOMATH MOVED TO A PRIMARLY ONLINE MODE OF PROGRAM DELIVERY. FORM 990, PART VI, SECTION B, LINE 11B MOMATH HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT'S SUBMITTED ELECTRONICALLY TO MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED, AND PROVIDED TO THE COMPLIANCE OFFICER OR COMMITTEE IN CHARGE OF FILING THE RETURN FOR THEIR REVIEW. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C MOMATH CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT IT ANNUALLY MONITORS AND ENFORCES. THE POLICY COVERS ALL TRUSTEES, OFFICERS, COMMITTEE MEMBERS AND EMPLOYEES OF THE MUSEUM. THE BOARD CURRENTLY MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE INDIVIDUAL REPORTING A POTENTIAL OR ACTUAL CONFLICT OF INTEREST TO THE BOARD IS REQUIRED TO DISCLOSE ALL MATERIAL FACTS RELATING TO HIS OR HER INTEREST IN THE TRANSACTION. THE BOARD WILL DETERMINE IF AN ACTUAL CONFLICT OF INTEREST EXISTS AND TAKE ACTION THAT THE BOARD DEEMS APPROPRIATE. THE INTERESTED PERSON MAY NOT BE PRESENT DURING BOARD DISCUSSIONS AND DELIBERATIONS ABOUT THE POTENTIAL OR ACTUAL CONFLICT, OTHER THAN TO ANSWER ANY QUESTIONS THAT THE BOARD MAY HAVE ABOUT THE INTEREST. THE INTERESTED PERSON MAY NOT VOTE ON THE TRANSACTION OR BE PRESENT WHEN A VOTE IS TAKEN. THE MINUTES OF THE BOARD MEETING DETAIL THE TERMS OF THE TRANSACTION, THE DATE THE TRANSACTION WAS APPROVED, THE BOARD MEMBERS PRESENT DURING THE DEBATE AND WHO VOTED ON THE TRANSACTION, ANY DATA THE BOARD RELIED UPON IN DETERMINING THAT THE TRANSACTION WAS REASONABLE AND IN THE BEST INTEREST OF THE MUSEUM, HOW COMPARABILITY DATA WAS OBTAINED, THE DISCLOSURES MADE BY THE INTERESTED PERSON, AND WHETHER THE INTERESTED PERSON OTHERWISE PARTICIPATED IN ANY DISCUSSIONS OR PROCEEDINGS (I.E. TO ANSWER QUESTIONS). THE MINUTES OF THE BOARD ARE REVIEWED AND APPROVED BY THE BOARD AT THE NEXT BOARD MEETING. FAILURE TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MAY RESULT IN REMOVAL FROM THE BOARD OF TRUSTEES FOR BOARD MEMBERS, OR TERMINATION OF EMPLOYMENT FOR MUSEUM OFFICERS OR EMPLOYEES. THE INVOLVED INDIVIDUAL WILL BE ASKED TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO THE BOARD WHO WILL THEN DETERMINE IF A VIOLATION OF THE CONFLICT OF INTEREST POLICY HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES OF MOMATH USES A COMPENSATION REVIEW COMMITTEE THAT REVIEWS OFFICER COMPENSATION. DOCUMENTATION OF COMMITTEE DISCUSSIONS, DELIBERATIONS, AND DECISIONS ARE DOCUMENTED IN THE COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 MOMATH WILL MAKE ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IN ADDITION, FORMS 990 AND 1023 ARE AVAILABLE UPON WRITTEN REQUEST AT 134 WEST 26TH STREET, SUITE 4S, NEW YORK, NY 10001 OR BY CALLING THE ORGANIZATION DIRECTLY AT (212)542-0566. FORM 990, PART XII, LINE 2(C): MOMATH DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.