2021-02-25T11:32:20-06:00 2020-06-30 741769118 BRIGGS & VESELKA CO LLP NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2019-07-01 760331398 HOLOCAUST MUSEUM HOUSTON HOLO 7139428000 5401 CAROLINE HOUSTON TX 77004 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 7139428000 2021-02-25 1 ANGELA K ARMSTRONG P00847658 7136679147 2021-02-25 2019 2022-09-23 18:48:47Z KELLY ZUNIGA 5401 CAROLINE HOUSTON TX 77004 6436462 0 X WWW.HMH.ORG X 1991 TX THE ORGANIZATION IS A MUSEUM, EDUCATION CENTER, AND MEMORIAL TO THE VICTIMS OF THE HOLOCAUST. 30 30 76 271 0 0 9413678 5678083 140424 406885 4689 -1422 -14024 123718 9544767 6207264 70000 0 0 0 3348059 3634231 0 0 1669139 3699387 5263737 7117446 8897968 2427321 -2690704 54379334 50913570 13769353 12994293 40609981 37919277 X HOLOCAUST MUSEUM HOUSTON IS DEDICATED TO EDUCATING PEOPLE ABOUT THE HOLOCAUST, REMEMBERING THE 6 MILLION JEWS AND OTHER INNOCENT VICTIMS AND HONORING THE SURVIVORS' LEGACY. USING THE LESSONS OF THE HOLOCAUST AND OTHER GENOCIDES, WE TEACH THE DANGERS OF HATRED, PREJUDICE, AND APATHY. 0 0 2592232 464135 EXHIBITIONS - HOLOCAUST MUSEUM HOUSTON'S PERMANENT EXHIBIT, "BEARING WITNESS: A COMMUNITY REMEMBERS" IS PERSONALIZED WITH TESTIMONY OF HOLOCAUST SURVIVORS WHO LATER SETTLED IN THE HOUSTON AREA. THE GALLERY FEATURES ARTIFACTS DONATED BY THE HOLOCAUST SURVIVORS, THEIR DESCENDANTS, LIBERATORS, AND OTHER COLLECTORS AND WAS RECENTLY EXPANDED TO INCORPORATE TWO OF THE MUSEUM'S MOST IMPORTANT ARTIFACTS, THE WORLD WAR II ERA RAILCAR AND THE 1940'S DANISH RESCUE BOAT, INTO THE GALLERY. THE MUSEUM ADDED THREE ADDITIONAL PERMANENT EXHIBITIONS IN ITS NEW FACILITY: HUMAN RIGHTS GALLERY, AND STILL I WRITE: YOUNG DIARISTS ON WAR AND GENOCIDE, AND SAMUEL BAK GALLERY & LEARNING CENTER. DURING THE FISCAL YEAR ENDED JUNE 30, 2020 THE MUSEUM HOSTED A VARIETY OF TEMPORARY EXHIBITS INCLUDING "THE BOOK SMUGGLERS: PARTISANS, POETS AND THE RACE TO SAVE JEWISH TREASURES FROM THE NAZIS," BASED ON THE BOOK OF THE SAME NAME BY DAVID E. FISHMAN, MADE ITS WORLD DEBUT AND WAS CURATED BY HMH'S CHIEF CURATOR OF COLLECTIONS. THE EXHIBIT TELLS THE NEARLY UNBELIEVABLE TRUE STORY OF GHETTO RESIDENTS WHO RESCUED THOUSANDS OF RARE BOOKS AND MANUSCRIPTS BY HIDING THEM ON THEIR PERSONS, BURYING THEM IN BUNKERS AND SMUGGLING THEM ACROSS BORDERS. "DANNY LYON: MEMORIES OF THE SOUTHERN CIVIL RIGHTS MOVEMENT" A SELECTION OF THE PHOTOGRAPHER'S OWN VISUAL MEMOIR OF HIS TIME IN THE CIVIL RIGHTS MOVEMENT, CAPTURING BOTH BRUTAL ENCOUNTERS AND PRAYERFUL MOMENTS. "DOLORES HUERTA: REVOLUTION IN THE FIELDS/REVOLUCION EN LOS CAMPOS" SHARES A COMPELLING STORY OF THE LEGENDARY ACTIVIST AND LEADER AND THE FARM WORKERS MOVEMENT OF THE 1960S AND 70S. "POINTS OF VIEW" A NATIONAL PHOTOGRAPHY EXHIBITION OFFERS GLIMPSES INTO HOW PEOPLE PERCEIVE HUMAN RIGHTS AROUND THEM - RIGHTS RELATED TO FREEDOM OF EXPRESSION, INCLUSION AND DIVERSITY, RECONCILIATION AND THE ENVIRONMENT. 1003654 EDUCATION - HOLOCAUST MUSEUM HOUSTON REACHED NEARLY 49,000 STUDENTS AND TRAINED OVER 800 TEACHERS USING A VARIETY OF EDUCATIONAL PROGRAMS. THE MUSEUM DEVELOPED A CORPS OF EDUCATORS TO EFFECTIVELY TEACH ABOUT THE HOLOCAUST AND OTHER GENOCIDES BY HOSTING VARIOUS FELLOWSHIPS WHERE EMINENT SCHOLARS PROVIDE HISTORICAL AND ACADEMIC CONTENT WHILE UNIVERSITY FACULTY, AS WELL AS MUSEUM STAFF, PROVIDE PEDAGOGICAL CONTEXT. THROUGH THE EDUCATOR IN MOTION PROGRAM MUSEUM STAFF TRAVEL TO SCHOOLS OR CONDUCT LONG-DISTANCE VIDEO LEARNING SESSIONS TO DELIVER INTERACTIVE LESSONS THAT INCORPORATE SOCIAL STUDIES, LANGUAGE ARTS AND FINE ARTS CONCEPTS TO SUPPORT STUDENT ENGAGEMENT, ENHANCE CONTENT KNOWLEDGE AND COMPREHENSION AND PROMOTE THE DEVELOPMENT OF INDIVIDUAL AND CIVIC RESPONSIBILITY. THE ENGINES OF CHANGE STUDENT AMBASSADOR PROGRAM INTRODUCES HOUSTON-AREA HIGH SCHOOL STUDENTS TO HOLOCAUST HISTORY AND ENABLES THEM TO BETTER UNDERSTAND CURRENT ISSUES AND TO DEVELOP THEIR OWN INFORMED OPINIONS AND VOICES ABOUT THE PERILS OF HATRED, PREJUDICE AND APATHY. IN RESPONSE TO COVID-19 THE MUSEUM HAS CREATED NUMEROUS EDUCATIONAL VIDEOS FOR TEACHERS TO USE IN THEIR VIRTUAL CLASSROOMS AND CONTINUES TO CONDUCT THE EDUCATOR IN MOTION PROGRAM REMOTELY. 429277 PUBLIC PROGRAMMING - HOLOCAUST MUSEUM HOUSTON OFFERS A VARIETY OF LECTURES, PANEL DISCUSSIONS AND FILM VIEWINGS FOR PUBLIC ATTENDANCE. DURING THE FISCAL YEAR ENDED JUNE 30, 2020 A LECTURE BY AMERICAN DIPLOMAT, ATTORNEY AND AUTHOR OF "IMPERFECT JUSTICE," STUART EIZENSTAT, SPOKE ON THE RESTITUTION OF NAZI-LOOTED ART AND WHAT REMAINS TO BE DONE. OTHER PUBLIC PROGRAMS OFFERED INCLUDE AN EVENING AND CONVERSATION WITH DOLORES HUERTA ABOUT HER LIFE AND WORK AS A REVOLUTIONARY AND INSPIRATIONAL LEADER DEDICATED TO SOCIAL JUSTICE AND THE FUTURE OF AMERICA; "ACTING WITH EMPATHY" A PERFORMANCE IN PARTNERSHIP WITH THE ENSEMBLE THEATRE TO CELEBRATE BLACK HISTORY MONTH FEATURING A SCENE FROM THE GREEN BOOK AND A DISCUSSION LED BY DR. JESSE ESPARZA, ASSISTANT PROFESSOR OF HISTORY AT TEXAS SOUTHERN UNIVERSITY; A LECTURE BY ROBERT JAN VAN PELT ON "AUSCHWITZ. NOT LONG AGO. NOT FAR AWAY" THAT TRACES THE DEVELOPMENT OF NAZI IDEOLOGY AND TELLS THE TRANSFORMATION OF AUSCHWITZ FROM AN ORDINARY POLISH TOWN TO THE MOST SIGNIFICANT NAZI SITE OF THE HOLOCAUST. 930590 HOLOCAUST MUSEUM HOUSTON LIBRARY SERVICES PROVIDES BILINGUAL RESEARCH MATERIALS SERVING THE NEEDS OF STUDENTS AND RESEARCHERS OF ALL AGES. THE COLLECTION HOUSES OVER 10,000 ITEMS RELATING TO THE HOLOCAUST, HUMAN RIGHTS, AND GENOCIDE. THE LIBRARY ALSO PROVIDES ACCESS TO NEARLY 300 ORAL TESTIMONIES. THESE PRIMARY-SOURCE VIDEO INTERVIEWS TELL THE STORIES OF PEOPLE WHO EXPERIENCED THE HOLOCAUST, INCLUDING SURVIVORS, LIBERATORS, AND WITNESSES. HOLOCAUST MUSEUM HOUSTON VISITOR AND VOLUNTEER SERVICES TRAINS VOLUNTEERS AND DOCENTS TO SERVE VISITORS AND ENHANCE THE VISITOR'S EXPERIENCE USING THEIR KNOWLEDGE OF THE GALLERIES AND EXHIBITION CONTENT. THEY STAND AS MUSEUM AMBASSADORS TEACHING HOW EACH OF US CAN EMULATE UPSTANDER BEHAVIOR. IN RESPONSE TO COVID-19, THE MUSEUM HAS CREATED THREE VIRTUAL TOURS FOR CLASSROOMS AND COMMUNITY GROUPS. PARTICIPANTS CAN TOUR THE MUSEUM'S GALLERIES VIRTUALLY AND INTERACT LIVE WITH A TRAINED HMH DOCENT. 930590 4955753 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 74 0 1 76 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KRISTIN ALBERS LAMM 7139428000 5401 CAROLINE STREET HOUSTON TX 77004 BENJAMIN WARREN CHAIR/VICE CHAIR 2.00 X X 0 0 0 CARL JOSEHART CHAIR-ELECT/VICE CHAIR 1.00 X X 0 0 0 NANCY LI-TARIM SECRETARY 1.00 X X 0 0 0 STEVE ESTRIN TREASURER 1.00 X X 0 0 0 HEIDI GERGER VICE CHAIR 1.00 X X 0 0 0 TRACEY SHAPPRO VICE CHAIR 1.00 X X 0 0 0 INNA WIZIG VICE CHAIR 1.00 X X 0 0 0 HYMAN PENN MD VICE CHAIR 1.00 X X 0 0 0 GARY MARKOWITZ IMMEDIATE PAST CHAIR 1.00 X 0 0 0 PETER CHANG MD DIRECTOR 1.00 X 0 0 0 MINDY MORGAN FINGER DIRECTOR 1.00 X 0 0 0 CHARLES FOSTER DIRECTOR 1.00 X 0 0 0 GUILLERMO GUEFEN DIRECTOR 1.00 X 0 0 0 SHELLY HENDRY DIRECTOR 1.00 X 0 0 0 BJ HERZ DIRECTOR 1.00 X 0 0 0 KISHA ITKIN DIRECTOR 1.00 X 0 0 0 MADY KADES DIRECTOR 1.00 X 0 0 0 EVAN H KATZ DIRECTOR 1.00 X 0 0 0 GAIL KLEIN DIRECTOR 1.00 X 0 0 0 NICOLE LOWENSTEIN DIRECTOR 1.00 X 0 0 0 JERRY MARTIN DIRECTOR 1.00 X 0 0 0 ALFIE MEYERSON DIRECTOR 1.00 X 0 0 0 RUSSELL MOLINA DIRECTOR 1.00 X 0 0 0 MARK MUCASEY DIRECTOR 1.00 X 0 0 0 CARMEN NG DIRECTOR 1.00 X 0 0 0 JERRY ROCHMAN DIRECTOR 1.00 X 0 0 0 LIMOR SMITH DIRECTOR 1.00 X 0 0 0 DAVID SOLOMON DIRECTOR 1.00 X 0 0 0 JENNIFER B STOCKEL DIRECTOR 1.00 X 0 0 0 CHAJA VERVEER DIRECTOR 1.00 X 0 0 0 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 36.00 4.00 X 283677 0 29554 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 36.00 4.00 X 175498 0 17323 TAMARA SAVAGE MANAGING DIRECTOR 40.00 X 129233 0 20402 ROBIN CAVANAUGH CHIEF MARKETING OFFICER 40.00 X 143032 0 22036 CONNIE BOYD CHIEF DEVELOPMENT OFFICER 36.00 4.00 X 157079 0 24585 DEBBYE CROFOOT-MORLEY DIRECTOR OF CAMPAIGN ADVAN 40.00 X 130010 0 23977 1018529 0 137877 6 0 1 0 0 448090 1304874 574000 469197 2881922 209955 5678083 ADMISSIONS, TOURS AND PROGRAMS 712100 406885 406885 406885 -1422 -1422 126048 0 126048 126048 126048 94450 1304874 154030 -59580 -59580 108105 75168 32937 32937 OTHER INCOME 561499 24313 24313 24313 6207264 464135 0 65046 415265 145343 145343 124579 2601610 1349910 485908 765792 63643 9125 30123 24395 317510 182933 60095 74482 236203 124143 40872 71188 384 200 184 29155 29155 544250 132998 291567 119685 332020 245559 34418 52043 525923 211570 215872 98481 208569 98771 29225 80573 518773 314088 181986 22699 105690 95257 7741 2692 111150 49055 22163 39932 370664 370664 1793420 1480964 205815 106641 129973 101734 20151 8088 COLLECTIONS 208400 208400 0 0 SECURITY 97260 83472 9810 3978 HONORARIUMS & AWARDS 86626 64641 6294 15691 DUES & SUBSCRIPTIONS 51047 6512 14385 30150 150433 51078 71305 28050 8897968 4955753 2273076 1669139 2051 2480 746925 510236 14495676 9510387 43449 55245 69522 170227 44291577 3736145 38896757 40555432 98536 98536 26418 11027 54379334 50913570 5234449 1187128 1053 56048 8517432 11751117 16419 0 13769353 12994293 X 36197020 37560100 4412961 359177 40609981 37919277 54379334 50913570 -2690704 0 X X 0 1 X 1 0 X 5141094 13490211 14016664 9400895 5618503 47667367 5141094 13490211 14016664 9400895 5618503 47667367 5415685 42251682 134757 151665 135550 55271 124626 601869 400642 495961 176360 197813 539303 1810079 50079315 0.84370 0.83890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PROGRAM SERVICE REVENUE - 2015 AMOUNT: $ 277,214. 2016 AMOUNT: $ 305,633. 2017 AMOUNT: $ 120,548. 2018 AMOUNT: $ 140,424. 2019 AMOUNT: $ 406,885. OTHER INCOME-RELATED - 2015 AMOUNT: $ 20,549. 2016 AMOUNT: $ 82,495. 2017 AMOUNT: $ 7,324. 2018 AMOUNT: $ 3,926. 2019 AMOUNT: $ 24,313. GROSS SALES OF INVENTORY - 2015 AMOUNT: $ 102,879. 2016 AMOUNT: $ 107,833. 2017 AMOUNT: $ 48,488. 2018 AMOUNT: $ 53,463. 2019 AMOUNT: $ 108,105. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X X 0 10998761 591886 -253297 230142 608824 10498384 10356405 705652 498466 122682 439080 10998761 9124163 1166417 520774 149648 305301 10356405 8277609 359597 949171 92961 369253 9124163 8471964 580594 -320708 88033 366208 8277609 0.45880 0.46440 0.07670 0 1 1 3577887 3577887 37466943 2228749 35238194 1390989 448361 942628 1855758 1059035 796723 40555432 X PART III, LINE 1A: THE MUSEUM'S COLLECTIONS ARE MADE UP OF HISTORICAL ARTIFACTS, WORKS OF ART, BOOKS AND OTHER ITEMS PERTAINING TO EDUCATION, RESEARCH AND CURATORIAL PURPOSES. EACH OF THE ITEMS ARE PRESERVED AND CARED FOR AND ACTIVITIES VERIFYING EXISTENCE AND ASSESSING CONDITION ARE PERFORMED PERIODICALLY. COLLECTIONS ARE NOT RECORDED AS ASSETS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. RATHER THEY ARE RECORDED AS AN EXPENSE IN THE PERIOD THEY ARE ACQUIRED. THE MUSEUM HAS NEVER SOLD AN ITEM FROM ITS COLLECTION. IN THE UNLIKELY EVENT THAT A COLLECTION ITEM WAS SOLD OR DISPOSED OF, THE PROCEEDS WOULD BE USED TO FURTHER THE MUSEUM'S MISSION. PART III, LINE 4: DESCRIPTION OF ORGANIZATION'S COLLECTIONS AND HOW THEY FURTHER THE ORGANIZATION'S EXEMPT PURPOSE: HMH COLLECTIONS CONSIST OF A DIVERSE ASSORTMENT OF ARTIFACTS, REQUIRING MULTIPLE CONSERVATION NEEDS. EXAMPLES OF THE MANY TYPES OF OBJECTS THEY CARE FOR ARE: A 1942 GERMAN RAILCAR AND DANISH BOAT; PAINTINGS AND WORK ON PAPER MADE BY HOLOCAUST SURVIVORS; DAGGERS, BAYONETS, AND SCULPTURE; CERAMIC DISHWARE AND SILVER MEMORABILIA ITEMS; LEATHER SHOES AND HOLSTERS, UNIFORMS, HATS, AND HANDMADE TABLECLOTHS; ORIGINAL BRICKS FROM WARSAW GHETTO; MICROFILM AND AV MATERIALS; AND NUMEROUS BOOKS, FLAT PAPER AND ARCHIVAL ITEMS, PHOTOGRAPHS, MANUSCRIPTS ARCHIVES AND TWO TORAH SCROLLS. THE HMH COLLECTIONS ARE USED TO EDUCATE PEOPLE ON THE HOLOCAUST AND OTHER GENOCIDES AS WELL AS TEACH THE DANGERS OF HATRED, PREJUDICE AND APATHY. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUND: ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE ACTIVITIES OF HOLOCAUST MUSEUM HOUSTON INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: EDUCATIONAL PROGRAMS, CONSERVATION, LECTURE SERIES, DOCENT PROGRAM, YOM HA'SHOAH PROGRAM, AND CHILD SURVIVORS. PART X, LINE 2: UNCERTAIN TAX POSITIONS ARE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THAT POSITION IS MORE-LIKELY-THAN-NOT OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION DID NOT RECOGNIZE ANY UNCERTAIN TAX POSITIONS OR ANY INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. ANNUAL DINNER 774918 752718 22200 19274 SPIRIT LUNCHEON 624406 552156 72250 8254 74086 52416 1399324 1304874 94450 8254 74086 71690 154030 -59580 X X X X 0 0 0 0 0 0 0 0 0 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 208677 0 75000 0 0 0 9987 0 19567 0 313231 0 0 0 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 150498 0 25000 0 0 0 8232 0 9091 0 192821 0 0 0 ROBIN CAVANAUGH CHIEF MARKETING OFFICER 142032 0 1000 0 0 0 6667 0 15369 0 165068 0 0 0 CONNIE BOYD CHIEF DEVELOPMENT OFFICER 136579 0 20500 0 0 0 7099 0 17486 0 181664 0 0 0 DEBBYE CROFOOT-MORLEY DIRECTOR OF CAMPAIGN ADVAN 125010 0 5000 0 0 0 5759 0 18218 0 153987 0 0 0 X 3 208400 FAIR MARKET VALUE X CATERING/SUPPLIES 5 1555 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): HOLOCAUST MUSEUM HOUSTON REPORTS THE NUMBER OF CONTRIBUTIONS FOR NONCASH CONTRIBUTIONS ACCORDING TO ITS RECORDKEEPING PRACTICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS - THE 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THEN PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICT - THE CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD MAKE THE GOVERNING BODY AWARE OF ANY POTENTIAL CONFLICT SO THAT A DISCUSSION AMONG THE BOARD MEMBERS MAY TAKE PLACE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW & APPROVAL PROCESS - HMH DOES NOT UTILIZE OUTSIDE SERVICES TO DETERMINE PAY STRUCTURES. HMH BOARD MEMBERS HAVE CONSIDERABLE KNOWLEDGE OF THE CURRENT MARKETPLACE FOR COMPARABLE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE ON ITS OWN WEBSITE. OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOLOCAUST MUSEUM HOUSTON FOUNDATION 5401 CAROLINE HOUSTON TX 77004 760542408 SUPPORT HOLOCAUST MUSEUM HOUSTON TX 501(C)(3) LINE 12B, II N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 1 HOLOCAUST MUSEUM HOUSTON FOUNDATION C 574000 CLEARED CHECKS HOLOCAUST MUSEUM HOUSTON FOUNDATION Q 22008 CLEARED CHECKS