2022-11-14T15:46:33-06:00 2021-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2021-01-01 363156154 HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC HOLO 8479674800 9603 WOODS DRIVE SKOKIE IL 60077 DAVID GOLDER TREASURER 8479674800 2022-11-14 1 DAVID GOLDER 999009999 LU ANN TRAPP P01506476 3122071040 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JORDAN LAMM 9603 WOODS DRIVE SKOKIE IL 60077 28852328 0 X WWW.ILHOLOCAUSTMUSEUM.ORG X 1981 IL TO RECORD, REMEMBER, AND EDUCATE THE PUBLIC ABOUT THE HOLOCAUST AND HOW IT RELATES TO CURRENT ISSUES. 67 67 47 250 24936 0 9833126 8300583 353664 446981 790871 1432894 183898 729100 11161559 10909558 2814 516 0 0 3218308 3206511 0 0 963417 4924764 5460595 8145886 8667622 3015673 2241936 79808430 82227299 13229010 12109957 66579420 70117342 X THE ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER IS DEDICATED TO PRESERVING THE LEGACY OF THE HOLOCAUST BY HONORING THE MEMORIES OF THOSE WHO WERE LOST AND BY TEACHING UNIVERSAL LESSONS THAT COMBAT HATRED, PREJUDICE AND INDIFFERENCE. 0 0 5502528 444752 ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER'S PERMANENT COLLECTION CONSISTS OF OVER 30,000 ITEMS FORMERLY BELONGING TO HOLOCAUST VICTIMS AND SURVIVORS. THESE PRECIOUS ARTIFACTS WERE DONATED BY INDIVIDUALS LIVING PRIMARILY IN THE MIDWEST WHO DIRECTLY EXPERIENCED THE HOLOCAUST. THE MUSEUM, AS CUSTODIANS OF THESE ITEMS, USES THEM TO TELL THE STORIES OF OUR LOCAL SURVIVOR COMMUNITY. 710946 516 31066 THE MUSEUM HOSTS A WIDE ARRAY OF FILMS, DISCUSSIONS, LECTURES, CONCERTS AND FAMILY PROGRAMS TO PROBE MORE DEEPLY INTO ASPECTS OF CIVIL RIGHTS, HUMAN RIGHTS, TOLERANCE AND HISTORY. EDUCATIONAL PROGRAMMING AND OUTREACH AT THE MUSEUM PROVIDE FORUMS FOR VISITORS TO LEARN ABOUT THE HISTORICAL AND CONTEMPORARY IMPLICATIONS OF THE HOLOCAUST, GENOCIDE AND INJUSTICE AND TO BECOME ADVOCATES FOR CHANGE. DOCENT-LED AND SELF-GUIDED TOURS ARE AVAILABLE FOR SCHOOLS, COMMUNITY ORGANIZATIONS, AND THE PUBLIC. 808280 452 THE MUSEUM HAS 4 PERMANENT EXHIBITION SPACES, 2 TEMPORARY/SPECIAL EXHIBITION GALLERIES, AND 2 MEMORIAL ROOMS, THE ROOM OF REMEMBRANCE AND HALL OF REFLECTION. THE PERMANENT EXHIBITIONS INCLUDE: 1. THE KARKOMI HOLOCAUST EXHIBITION 2. MAKE A DIFFERENCE! THE HARVEY L. MILLER FAMILY YOUTH EXHIBITION 3. TAKE A STAND CENTER 4. JOURNEY BACK, A VR EXPERIENCE.ROOM OF REMEMBRANCE AND HALL OF REFLECTION ARE MEMORIAL SPACES; FOR A JOURNEY BACK, A VR EXPERIENCE -EMPLOYS CUTTING-EDGE TECHNOLOGY TO ENGAGE VISITORS ON A VIRTUAL REALITY JOURNEY AS THEY TRAVEL THROUGH CONCENTRATION CAMPS WITH HOLOCAUST SURVIVORS WHO EXPERIENCED THEM. THE EXHIBITION IS A GLOBAL GAME-CHANGER, REVOLUTIONIZING THE FIELD OF HOLOCAUST MEMORY THROUGH INNOVATIVE TECHNOLOGY AND STORYTELLING. 7021754 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 31 0 1 47 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 67 67 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X MICHELE STORZ 8479674847 9603 WOODS DRIVE SKOKIE IL 60077 STEVEN L FRADKIN CHAIR, BOARD OF TRUSTEES 1.00 0.00 X X 0 0 0 ELLEN GLASS ASSISTANT SECRETARY 1.00 0.00 X X 0 0 0 DAVID GOLDER TREASURER 1.00 0.00 X X 0 0 0 SAM HARRIS PRESIDENT EMERITUS 1.00 0.00 X X 0 0 0 JILL TAKIFF HIRSH SECRETARY 1.00 0.00 X X 0 0 0 SUSIE KARKOMI VICE PRESIDENT 1.00 0.00 X X 0 0 0 JORDAN LAMM CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 RALPH REHBOCK FIRST VICE PRESIDENT 1.00 0.00 X X 0 0 0 ABBEY ROMANEK VICE PRESIDENT 1.00 0.00 X X 0 0 0 RICK SALOMON VICE PRESIDENT 1.00 0.00 X X 0 0 0 ALLISON SATYR VICE CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 HOWARD SWIBEL VICE PRESIDENT/LIASON TO TRUSTEES 1.00 0.00 X X 0 0 0 JON BALLIS DIRECTOR 1.00 0.00 X 0 0 0 DOUG BANZULY DIRECTOR 1.00 0.00 X 0 0 0 JULIE BASHKIN DIRECTOR 1.00 0.00 X 0 0 0 RICH BILLER DIRECTOR 1.00 0.00 X 0 0 0 BRIAN BOORSTEIN DIRECTOR 1.00 0.00 X 0 0 0 SIMONA CITRON DIRECTOR 1.00 0.00 X 0 0 0 JOHN DAVIS DIRECTOR 1.00 0.00 X 0 0 0 ROBERT EISENSTADT DIRECTOR 1.00 0.00 X 0 0 0 CRAIG ESKO DIRECTOR 1.00 0.00 X 0 0 0 KATHERINE GATES DIRECTOR 1.00 0.00 X 0 0 0 SCOTT GENDELL DIRECTOR 1.00 0.00 X 0 0 0 TOBY GLICKMAN DIRECTOR 1.00 0.00 X 0 0 0 MIRIAM GOLDBERGER DIRECTOR 1.00 0.00 X 0 0 0 JAMES GOODMAN DIRECTOR 1.00 0.00 X 0 0 0 DAN GRANT DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL GRAY DIRECTOR 1.00 0.00 X 0 0 0 MITCH GREENBERG DIRECTOR 1.00 0.00 X 0 0 0 DEDE HARRIS DIRECTOR 1.00 0.00 X 0 0 0 LINDA HEIMANN DIRECTOR 1.00 0.00 X 0 0 0 PAMELA HOLLANDER DIRECTOR 1.00 0.00 X 0 0 0 CARMEN HOLLOWELL MD DIRECTOR 1.00 0.00 X 0 0 0 JEFF JACOBS DIRECTOR 1.00 0.00 X 0 0 0 MIKE JACOBY DIRECTOR 1.00 0.00 X 0 0 0 EZRA JAFFE DIRECTOR 1.00 0.00 X 0 0 0 STANLEY JASPAN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT KALMAN DIRECTOR 1.00 0.00 X 0 0 0 IDA KERSZ DIRECTOR 1.00 0.00 X 0 0 0 HARLEY KORMAN DIRECTOR 1.00 0.00 X 0 0 0 JULIE KREAMER DIRECTOR 1.00 0.00 X 0 0 0 EILEEN KUGMAN DIRECTOR 1.00 0.00 X 0 0 0 GERRY LADERMAN DIRECTOR 1.00 0.00 X 0 0 0 PAUL LANGER DIRECTOR 1.00 0.00 X 0 0 0 JOHN LYONS DIRECTOR 1.00 0.00 X 0 0 0 DR MICHAEL MALING DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL MARCOVICI DIRECTOR 1.00 0.00 X 0 0 0 JOY MILLER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL NORTMAN DIRECTOR 1.00 0.00 X 0 0 0 JASON PELTZ DIRECTOR 1.00 0.00 X 0 0 0 JEFFRY PFEFFER DIRECTOR 1.00 0.00 X 0 0 0 MARK PINSKY DIRECTOR 1.00 0.00 X 0 0 0 ANDREW POTICHA DIRECTOR 1.00 0.00 X 0 0 0 JAMES RABINOWITZ DIRECTOR 1.00 0.00 X 0 0 0 JUDY RADER DIRECTOR 1.00 0.00 X 0 0 0 SANDY REBITZER DIRECTOR 1.00 0.00 X 0 0 0 ROBERT ROMANOFF DIRECTOR 1.00 0.00 X 0 0 0 ROB SAMSON DIRECTOR 1.00 0.00 X 0 0 0 ADAM SCHECTER DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW SEIDNER DIRECTOR 1.00 0.00 X 0 0 0 JULIE SMOLYANSKY DIRECTOR 1.00 0.00 X 0 0 0 LEON STEIN DIRECTOR 1.00 0.00 X 0 0 0 RICK STRUSINER DIRECTOR 1.00 0.00 X 0 0 0 DAN THALHEIMER DIRECTOR 1.00 0.00 X 0 0 0 DAVID WARING DIRECTOR 1.00 0.00 X 0 0 0 OLGA WEISS DIRECTOR 1.00 0.00 X 0 0 0 RANDY WINTERS DIRECTOR 1.00 0.00 X 0 0 0 LIZ XILAS DIRECTOR 1.00 0.00 X 0 0 0 SUSAN L ABRAMS CHIEF EXECUTIVE OFFICER 40.00 0.00 X 431178 0 27805 KENNETH COOPER VP OF DEVELOPMENT 40.00 0.00 X 291976 0 32555 ERIC SCHWAGER VP OF FINANCE AND OPERATIONS 40.00 0.00 X 127182 0 4277 MARCY L LARSON VP OF MARKETING AND BUSINESS DEVELOPMENT 40.00 0.00 X 115036 0 0 KELLEY HAYES SZANY VP OF EDUCATION & EXHIBITIONS 40.00 0.00 X 132699 0 15181 EVE G SAMSON ASSOCIATE DIRECTOR OF DEVELOPMENT 40.00 0.00 X 108921 0 6745 1206992 0 86563 6 0 1 0 ALLIED GLOBAL MARKETING PO BOX 845382 BOSTON MA 02116 MARKETING SERVICES 346433 WASHINGTON SPEAKERS BUREAU 1663 PRINCE ST ALEXANDRIA VA 22314 2022 DINNER SPEAKER 150000 GALLAGHER AND ASSOCIATES LLC 8665 GEORGIA AVE SILVER SPRING MD 20910 EXHIBITION DESIGN-VR 109534 3 237851 2104288 522207 5436237 446202 8300583 ADMISSIONS INCOME 611710 358376 358376 OTHER PROGRAMS 611710 80207 80207 SPEAKER INCOME 611710 8398 8398 446981 989664 989664 17825869 17382639 443230 443230 443230 131156 2104288 236689 -105533 -105533 1044561 264153 780408 780408 113514 59289 54225 29289 24936 10909558 476270 24936 2107769 516 516 803014 316560 169071 317383 2221218 1696400 199872 324946 182279 127408 17708 37163 44015 44015 42000 42000 123082 123082 17229 17229 324394 324394 158061 87206 23002 47853 164695 164695 988071 988071 22494 14899 6290 1305 413116 404715 8401 2130537 2130537 264023 198046 22987 42990 SPECIAL EXHIBITIONS 422638 422638 BANK CHARGES AND LOC FE 104569 37991 2263 64315 EDUCATION 101356 101356 MUSEUM OPERATIONS 6322 6322 133993 6531 127462 8667622 7021754 682451 963417 1926353 3555376 949283 3229661 6329166 5028197 5469 2077 660620 653661 62626 55665 1516732 1693469 58316842 22339890 37415477 35976952 30942704 32032241 79808430 82227299 298732 333848 1119462 1816827 9963573 8381974 1847243 1577308 13229010 12109957 X 58070968 62745190 8508452 7372152 66579420 70117342 79808430 82227299 X 2241936 1010984 285002 X 0 1 X 1 0 X 8800202 7945469 9335674 9833126 8300583 44215054 8800202 7945469 9335674 9833126 8300583 44215054 10330934 33884120 828895 1031367 847796 806277 989664 4503999 48719053 18637359 0.69550 0.78280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 42000 42000 0 PART II-B, LINE 1: A RETAINER FOR A LAW FIRM WHICH ASSISTED THE ORGANIZATION IN SECURING GRANTS FROM THE STATE. THE LAW FIRM MAINTAINS CONTACT WITH THE STATE LEGISLATURE CONCERNING BOTH CURRENT AND POSSIBLE FUTURE GRANTS FROM THE STATE. X X X X 0 0 251136 10350 17235 278721 210760 12430 27946 251136 178513 10000 22247 210760 180809 10590 -12886 178513 162736 14068 4005 180809 0.75250 0.24750 0 0 50316832 18436743 31880089 1957468 1803653 153815 6042542 2099494 3943048 35976952 DEFERRED COMPENSATION 1017585 INTEREST RATE SWAP MARKED TO MARKET 23558 LEASE LIABILITY 536165 1577308 12690681 1010984 48088 845133 1904205 10786476 123082 123082 10909558 9152759 48088 560131 608219 8544540 123082 123082 8667622 PART III, LINE 1A: THE VALUE OF THE FOUNDATION'S COLLECTIONS IS NOT INCLUDED IN THE FINANCIAL STATEMENTS. THE COST OF OBJECTS PURCHASED IS REPORTED AS OTHER CHANGES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE FOUNDATION'S POLICY IS TO MAINTAIN AND CONTINUE TO ACQUIRE MATERIAL EVIDENCE, ART, AND ARTIFACTS OF VICTIMS AND SURVIVORS OF THE HOLOCAUST (PRINCIPALLY 1933 TO 1945). FROM TIME TO TIME, OBJECTS MAY BE SOLD IN ACCORDANCE WITH THE FOUNDATION'S COLLECTION MANAGEMENT POLICY. DEACCESSION, THE PROCESS USED TO PERMANENTLY REMOVE AN OBJECT FROM THE FOUNDATION'S COLLECTION, MAY RESULT ONLY IF CERTAIN CONDITIONS HAVE BEEN MET. ALL PROCEEDS REALIZED FROM DEACCESSIONS ARE ALLOCATED TO PURCHASE OTHER OBJECTS FOR THE FOUNDATION'S COLLECTION. PART III, LINE 4: THE MUSEUM CONTAINS THE LARGEST MIDWEST COLLECTION OF MEMORABILIA DONATED BY SURVIVORS AND LIBERATORS FOR THE HOLOCAUST AND IS OPEN TO THE GENERAL PUBLIC. THAT COLLECTION FACILITATES THE MUSEUM'S PRIMARY MISSION OF REMEMBRANCE AND EDUCATION ABOUT THE HOLOCAUST. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR EDUCATIONAL PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 59,289. UNREALIZED GAIN FROM INTEREST RATE SWAP 285,002. DIRECT SPECIAL EVENT EXPENSE 500,842. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 500,842. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 59,289. ANNUAL DINNER 1837177 1837177 154915 WLC EVENT 343386 267111 76275 45427 33857 1 54881 0 54881 2490 2235444 2104288 131156 45427 191262 236689 -105533 1044561 66070 198083 1 0.20000 1044561 66070 198083 264153 780408 IL 1 0 1 0 1.00000 KEITH KIJEK 9603 WOODS AVENUE SKOKIE IL 60077 0 LORI FAGENHOLZ 7000 OVERALL SUPERVISION AND MANAGEMENT OF EVENT X 0 X X X 0 0 0 0 0 0 0 1 0 SUSAN L ABRAMS CHIEF EXECUTIVE OFFICER 349538 0 56500 0 25140 0 0 0 27805 0 458983 0 19500 0 KENNETH COOPER VP OF DEVELOPMENT 249540 0 42436 0 0 0 0 0 32555 0 324531 0 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS RECEIVED BONUSES BASED ON PERFORMANCE AND ACHIEVING ESTABLISHED BENCHMARKS OF THE ORGANIZATION. THESE BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS. A VILLAGE OF MORTON GROVE 366006007 619271AA7 2006-12-20 28500000 ACQUISITION, CONSTRUCTION, AND EQUIPPING OF MUSEUM 0 0 0 A 19950000 2009 0 0 0 0 A 0 0 0 0 0.00150 0.01500 0.01650 0 0 1 A 0 0 0 0 1 1 FIFTH THIRD BANK 2.000000000000 0 0 0 0 1 A 1 X 3 X 23 391594 NYSE X MISCELLANEOUS 26 52018 FAIR MARKET VALUE X GIFT CERTIFICATES AND TICKETS 3 2590 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: UPON RECEIPT OF STOCK DONATIONS, UBS IS INSTRUCTED TO SELL THEM AS SOON AS POSSIBLE. PART I, LINE 33: A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, RELATED TO THE NON-CASH DONATIONS OF ART AND HISTORICAL ARTIFACTS BECAUSE THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116. FORM 990, PART VI, SECTION A, LINE 2 SAMUEL HARRIS, PRESIDENT EMERITUS DEDE HARRIS, DIRECTOR FAMILY RELATIONSHIP SAMUEL HARRIS, PRESIDENT EMERITUS JULIE KREAMER, DIRECTOR FAMILY RELATIONSHIP DEDE HARRIS, DIRECTOR JULIE KREAMER, DIRECTOR FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION SHALL HAVE A BOARD OF TRUSTEES WHICH SHALL HAVE THE AUTHORITY AND POWER TO: (I) ESTABLISH INVESTMENT POLICY AND GUIDELINES FOR THE CORPORATION; (II) REVIEW AND EITHER APPROVE OR REJECT THE ANNUAL BUDGET PROPOSED BY THE BOARD OF DIRECTORS; (III) REVIEW THE QUARTERLY OPERATING RESULTS; (IV) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATIONS OF THE BOARD REGARDING PROPOSALS FOR BUDGETARY EXCEPTIONS AND CAPITAL PROJECTS FOR ANY SINGLE ITEM IN EXCESS OF $500,000 OR ANY SERIES OF RELATED ITEMS AGGREGATING IN EXCESS OF $500,000; AND (V) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATION BY THE BOARD OF DIRECTORS FOR THE HIRING OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. ALL VOTING MEMBERS OF THE GOVERNING BODY ARE SENT A COPY OF THE FORM 990 PRIOR TO FILING THE RETURN. FINAL APPROVAL IS GIVEN BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE EXECUTIVE COMMITTEE FOR POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE CHIEF EXECUTIVE OFFICER SALARY UPON HIRE AND ALSO REVIEWS AND APPROVES HER COMPENSATION ON AN ANNUAL BASIS. A SALARY SURVEY IS USED TO ANALYZE THE MARKET VALUE OF COMPARABLE POSITIONS WITH SIMILAR ORGANIZATIONS. THE SAME COMPENSATION REVIEW PROCESS IS UTILIZED FOR ALL DEPARTMENT HEADS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES OR AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP 285,002.