2021-05-17T12:20:24-05:00 2020-06-30 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2019-07-01 237379280 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY NATI 2159233812 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 MISHA GALPERIN CEO 2159233812 2021-05-17 1 HELEN M MARTIN P01330899 2158818800 2019 2022-09-23 18:48:47Z MISHA GALPERIN 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 14391973 0 X WWW.NMAJH.ORG X 1973 PA THE NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY (NMAJH) BRINGS TO LIFE THE 360-YEAR HISTORY OF JEWS IN AMERICA. LOCATED ON HISTORIC INDEPENDENCE MALL IN PHILADELPHIA, NMAJH SITS ADJACENT TO THE ICONS OF FREEDOM IN AMERICAN HISTORY AND CONTRIBUTES TO THE NATIONAL DIALOGUE ON RELIGION, ETHNICITY, AND PLURALISM. THE MUSEUM 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 MUSEUM 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. 28 28 43 90 191176 -84982 4676462 4219664 833240 712154 100419 -505354 -103127 219301 5506994 4645765 0 0 0 0 2947139 3138201 43878 147160 2711442 8231894 8313579 11222911 11598940 -5715917 -6953175 93829661 87786945 31806993 32725512 62022668 55061433 X THE 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 4942463 857808 THE MUSEUM PRESENTED TWO SPECIAL EXHIBITIONS IN FISCAL YEAR 2020: SARA BERMAN'S CLOSET, CO-CREATED BY RENOWNED ILLUSTRATOR AND AUTHOR MAIRA KALMAN, ABOUT ONE WOMAN'S 20TH-CENTURY IMMIGRATION STORY, AND NOTORIOUS RBG: THE LIFE & TIMES OF JUSTICE RUTH BADER GINSBURG. PUBLIC PROGRAMS FEATURED LUMINARIES SUCH AS JUSTICE GINSBURG, JOURNALIST NINA TOTENBERG, CIVIL RIGHTS ATTORNEY ROBERTA KAPLAN, AND DESIGNER ISAAC MIZRAHI AS WELL AS SCHOLARLY PANELS, FILM SCREENINGS, AUTHOR TALKS, AND CONCERTS. WHEN NMAJH CLOSED DUE TO THE COVID-19 PANDEMIC, THE MUSEUM RESTRUCTURED TO SERVE TENS OF THOUSANDS OF ATTENDEES THROUGH DIGITAL PROGRAMS. 4942463 1 1 0 1 0 0 0 1 0 1 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 0 0 0 1 1 0 0 0 0 0 0 0 1 X 105 0 1 43 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 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 PAUL WAIMBERG CFO 2159233811 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 IVY BARSKY FORMER CEO (THRU 06/30/2019) 40.00 X 337489 0 15781 PAUL WAIMBERG CHIEF FINANCIAL OFFICER 40.00 X 159838 0 22480 JACOB WEISSBACH DIRECTOR OF DEVELOPMENT 40.00 X 149056 0 27835 MISHA GALPERIN CEO (AS OF 07/01/2019) 40.00 X 150000 0 42 JOSHUA PERELMAN CHIEF CURATOR, DIRECTOR OF EXHIBITIONS AND INTERPR 40.00 X 127090 0 19195 BROOK SCHOSTAK MAJOR GIFTS OFFICER 40.00 X 114119 0 24814 SUSAN WEISSS CHIEF OF STAFF 40.00 X 109660 0 13141 PHILIP M DARIVOFF CHAIRPERSON 3.00 X X 0 0 0 STEPHEN A COZEN FIRST VICE CHAIRPERSON 2.00 X X 0 0 0 ALAN J HOFFMAN VICE CHAIRPERSON 2.00 X X 0 0 0 MIMI SCHNEIROV VICE CHAIRPERSON 2.00 X X 0 0 0 LINDY SNIDER VICE CHAIRPERSON 2.00 X X 0 0 0 ANDREW KLABER TREASURER 2.00 X X 0 0 0 MARK OSTER SECRETARY 2.00 X X 0 0 0 RONALD RUBIN TRUSTEE & CHAIR EMERITUS 2.00 X X 0 0 0 LYN M ROSS HONORARY CHAIR 3.00 X X 0 0 0 SUSANNA LACHS ADLER TRUSTEE 2.00 X 0 0 0 SCOTT AKMAN TRUSTEE 2.00 X 0 0 0 PHILIP BALDERSTON TRUSTEE 2.00 X 0 0 0 ELIJAH S DORNSTREICH TRUSTEE 2.00 X 0 0 0 ALEC ELLISON TRUSTEE 2.00 X 0 0 0 PHYLLIS FINKELSTEIN TRUSTEE 2.00 X 0 0 0 THOMAS O KATZ TRUSTEE 2.00 X 0 0 0 SHARON TOBIN KESTENBAUM TRUSTEE 2.00 X 0 0 0 ELAINE LINDY TRUSTEE 2.00 X 0 0 0 MITCHELL L MORGAN TRUSTEE 2.00 X 0 0 0 MATTHEW PESTRONK TRUSTEE 2.00 X 0 0 0 DANIEL PROMISLO TRUSTEE 2.00 X 0 0 0 LAURY SALIGMAN TRUSTEE 2.00 X 0 0 0 SHERRIE R SAVETT TRUSTEE 2.00 X 0 0 0 BRETT SCHULMAN TRUSTEE 2.00 X 0 0 0 DANIEL SHAPRIO TRUSTEE 2.00 X 0 0 0 MEREDITH C SLAWE TRUSTEE 2.00 X 0 0 0 MICHAEL SWIFT TRUSTEE 2.00 X 0 0 0 JOSEPH S ZURITSKY TRUSTEE 2.00 X 0 0 0 HAROLD BERGER TRUSTEE EMERITUS-NONVOTING 2.00 X 0 0 0 GWEN GOODMAN EXEC DIR EMERITA-NONVOTING 2.00 X 0 0 0 SAMUEL J SAVITZ TRUSTEE EMERITUS-NONVOTING 2.00 X 0 0 0 1147252 0 123288 7 1 1 0 ECHELON PROTECTION & SURVEILLANCE 542 N LEWIS ROAD STE 103 LIMERICK PA 19468 SECURITY CONTRACT 565230 EMCOR SERVICES 9815 ROOSEVELT BOULEVARD SUITE A PHILADELPHIA PA 19114 ENGINEERING CONTRACT 324563 DILWORTH PAXSON LLP 1500 MARKET STREET SUITE 3500E PHILADELPHIA PA 191022101 LEGAL SERVICES 264121 BRAND KNEW LLC 10351 SANTA MONICA BLVD SUITE 200 LOS ANGELES CA 90025 CONSULTING 206005 ABM JANITORIAL - MIDATLANTIC INC PO BOX 419860 BOSTON MA 02241 JANITORIAL 157246 9 216459 53299 3949906 25806 4219664 ADMISSIONS TO EXHIBITS 713990 292984 292984 FACILITY RENTALS 713990 251344 251344 MISCELLANEOUS OTHER REVENUE 713990 132060 132060 LUNCH AND CATERING INCOME 713990 35766 35766 712154 96205 96205 8721311 9322870 -601559 -601559 -601559 32600 216459 150129 -117529 -117529 610039 273209 336830 145654 191176 4645765 857808 191176 -622883 509806 76471 407844 25491 1992706 584675 663066 744965 52642 14778 19691 18173 583047 156673 240917 185457 50638 19145 22940 8553 39140 14798 17731 6611 147160 147160 490172 185322 222058 82792 284620 124284 85860 74476 290288 163208 112748 14332 74861 28303 33914 12644 383082 167279 115563 100240 22210 9698 6700 5812 1239703 1239703 2947618 1287127 889198 771293 163393 71350 49288 42755 CONTRACTED SERVICES 1062868 464119 320632 278117 RESTRUCTURING COSTS 543479 543479 EXHIBITION COSTS 211258 104921 34101 72236 EQUIPMENT LEASES AND MA 145146 63380 43786 37980 365103 167229 115519 82355 11598940 4942463 3945035 2711442 143610 3030654 1029989 1002607 3673281 2201650 108014 68885 206127 176325 133069 58575 112427761 31179512 84091535 81248249 4444036 93829661 87786945 1621024 2637978 521933 221720 29664036 29865814 31806993 32725512 X 53202795 48557782 8819873 6503651 62022668 55061433 93829661 87786945 -6953175 -8060 0 X X 0 1 X 1 0 X 6858691 7326729 5908943 4676462 4219664 28990489 6858691 7326729 5908943 4676462 4219664 28990489 1901254 27089235 180745 119580 191883 102816 96205 691229 29681718 5655307 0.91270 0.91130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12022278 12022278 751114 187779 0 0 909104 759582 747073 751114 3166873 4750310 227276 189896 186768 187779 791719 1187579 X X 0 0 4993725 -513413 900000 3580312 5135193 158532 300000 4993725 5034992 16408 380593 296800 5135193 4804470 58065 442257 269800 5034992 5254376 12154 -151629 310431 4804470 1.00000 0 0 11354303 11354303 95294583 26391163 68903420 5778875 4788349 990526 81248249 X 4655561 17856 17856 4637705 8060 8060 4645765 6887996 17856 17856 6870140 4728800 4728800 11598940 PART III, LINE 1A: THE MUSEUM HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED COLLECTION ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. THE MUSEUM 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 MUSEUM HAS A GROWING COLLECTION WHICH CONSISTS OF MORE THAN 20,000 OBJECTS DOCUMENTING 350 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 MUSEUM'S ENDOWMENT CONSISTS OF A NUMBER OF GIFTS FOR A VARIETY OF PURPOSES. THESE PURPOSES INCLUDE FUNDING A LECTURE SERIES, MUSEUM DIRECTOR POSITION, AND THE CAPITAL CAMPAIGN AS WELL AS A GENERAL ENDOWMENT TO SUPPORT THE MUSEUM'S OPERATIONS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE MUSEUM 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 MUSEUM 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 MUSEUM AND HAS CONCLUDED THAT AS OF JUNE 30, 2020 AND 2019, 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 MUSEUM 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, 2020 OR 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: GALA AND OTHER SPECIAL EVENTS 17,856. PART XII, LINE 2D - OTHER ADJUSTMENTS: GALA AND OTHER SPECIAL EVENTS 17,856. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESTRUCTURING COSTS 541,479. INTEREST EXPENSE 1,239,703. DEPRECIATION 2,947,618. X X X 1 WAKEBY FIRE & ASSOCIATES 22 BATES RD STE 295 MASHPEE MA 02649 DIRECT RESPONSE 0 0 99160 -99160 HARVEST FUND RAISING COUNSEL 82 COLONIAL DRIVE NEWTOWN PA 18940 DIRECT RESPONSE 0 0 48000 -48000 147160 -147160 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 ANNUAL GALA 249059 216459 32600 61242 37844 51043 249059 216459 32600 61242 37844 51043 150129 -117529 X X 1 0 0 0 0 0 0 0 0 IVY BARSKY FORMER CEO (THRU 06/30/2019) 337489 0 0 0 0 0 7796 0 7985 0 353270 0 0 0 PAUL WAIMBERG CHIEF FINANCIAL OFFICER 159838 0 0 0 0 0 6908 0 15572 0 182318 0 0 0 JACOB WEISSBACH DIRECTOR OF DEVELOPMENT 149056 0 0 0 0 0 6716 0 21119 0 176891 0 0 0 MISHA GALPERIN CEO (AS OF 07/01/2019) 150000 0 0 0 0 0 0 0 42 0 150042 0 0 0 PART I, LINE 4A IVY BARSKY, CEO THRU 06/30/2019 RECEIVED A SEVERANCE OF EIGHT MONTHS SALARY AND MEDICAL BENEFITS. X 6 0 N/A X 4 25806 HI-LOW DATE OF GIFT 0 1 0 FORM 990, PART V, LINE 2B: THE MUSUEM IS A MEMBER OF INSPERITY, A NATIONAL CERTIFIED PROFESSIONAL EMPLOYER ORGANIZATION TO FACILITATE THE PAYMENT OF EMPLOYEE COMPENSATION AND BENEFITS. THEREFORE, NMAJH DOES NOT FILE ITS OWN FORM 941 OR W-2S. 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 NMAJH 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. NMAJH REQUIRES ALL BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS 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 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.