2021-12-21T08:51:50-06:00 2021-06-30 741769118 BRIGGS & VESELKA CO NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2020-07-01 760331398 HOLOCAUST MUSEUM HOUSTON HOLO 7139428000 5401 CAROLINE HOUSTON TX 77004 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 7139428000 2021-12-17 1 KELLY ZUNIGA 999009999 ANGELA K ARMSTRONG P00847658 7136679147 2021-12-15 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X KELLY ZUNIGA 5401 CAROLINE HOUSTON TX 77004 6724596 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 71 126 0 0 5678083 6067081 406885 345551 -1422 -94 123718 93487 6207264 6506025 0 0 0 0 3634231 2878784 0 0 1186561 5263737 4609896 8897968 7488680 -2690704 -982655 50913570 46040962 12994293 9104340 37919277 36936622 X HOLOCAUST MUSEUM HOUSTON IS DEDICATED TO EDUCATING ABOUT THE HOLOCAUST, REMEMBERING THE 6 MILLION JEWS AND OTHER INNOCENT VICTIMS AND HONORING THE SURVIVORS' LEGACY. USING LESSONS OF THE HOLOCAUST AND OTHER GENOCIDES, WE TEACH THE DANGERS OF HATRED, PREJUDICE AND APATHY. 0 0 2554672 412493 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 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: THE LESTER AND SUE SMITH HUMAN RIGHTS GALLERY, AND STILL I WRITE: YOUNG DIARISTS ON WAR AND GENOCIDE, AND THE SAMUEL BAK GALLERY & LEARNING CENTER. DURING THE FISCAL YEAR ENDED JUNE 30, 2021 THE MUSEUM HOSTED A VARIETY OF TEMPORARY EXHIBITS INCLUDING MANDELA: STRUGGLE FOR FREEDOM EXPLORING THE EARTHSHAKING FIGHT FOR JUSTICE AND HUMAN DIGNITY IN SOUTH AFRICA AND ITS RELEVANCE TO ISSUES OF TODAY. STORIES OF SURVIVAL: OBJECT. IMAGE. MEMORY., SHOWCASING MORE THAN 60 PERSONAL ARTIFACTS BROUGHT TO AMERICA BY SURVIVORS OF THE HOLOCAUST AS WELL AS OTHER GENOCIDES EXPLORING THE RELATIONSHIP BETWEEN OBJECTS, THEIR MEANING TO THE ORIGINAL OWNER AND SUBSEQUENT SIGNIFICANCE. WITHSTAND: LATINX ART IN TIMES OF CONFLICT, A JURIED EXHIBITION EXPLORING THEMES OF SOCIAL JUSTICE AND HUMAN RIGHTS THROUGH 100 ARTWORKS BY HOUSTON LATINX ARTISTS. 925785 EDUCATION - HOLOCAUST MUSEUM HOUSTON REACHED APPROXIMATELY 20,000 STUDENTS AND 400 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 (EIM) 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. EIM WAS DELIVERED IN ENGLISH AND SPANISH THROUGH 459 SESSIONS IN 23 SCHOOL DISTRICTS INCLUDING 58 SCHOOLS. 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 CREATED NUMEROUS EDUCATIONAL VIDEOS FOR TEACHERS TO USE IN THEIR VIRTUAL CLASSROOMS AND CONTINUES TO CONDUCT THE EDUCATOR IN MOTION PROGRAM REMOTELY. 373609 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, 2021 NEARLY ALL PUBLIC PROGRAMMING WAS CONDUCTED VIRTUALLY. THE "DISMANTLING BIAS: ANTISEMITISM, WHITE SUPREMACY, AND INEQUALITY VIRTUAL LECTURE SERIES" EXPLORED THE ORIGINS OF RACIST IDEOLOGIES AND THE CONSTRUCTION OF BIAS; EXAMINED THE EVOLUTION AND REPERCUSSIONS OF ANTISEMITISM AND WHITE SUPREMACY THROUGHOUT HISTORY; AND DECONSTRUCTED THE WAYS IN WHICH STEREOTYPES, MISCONCEPTIONS, AND PREJUDICES SHAPE CONTEMPORARY SOCIETY AND CULTURE. APARTHEID MUSEUM DIRECTOR, CHRISTOPHER TILL LECTURED ABOUT NELSON MANDELA: AN EXTRAORDINARY MAN AND SYMBOL OF FREEDOM WHOSE NAME ECHOES AROUND THE WORLD - FROM PRISONER TO PRESIDENT. JENNIFER ROSNER, AUTHOR OF THE YELLOW BIRD SINGS, IN CONVERSATION WITH HOUSTON'S OWN AUTHOR CHRIS CANDER DISCUSSED HER BOOK INSPIRED BY THE TRUE STORIES OF JEWISH CHILDREN HIDDEN DURING WORLD WAR II. IN THIS MAKE-BELIEVE WORLD, MOTHER SHIELDS HER DAUGHTER FROM THE HORRORS THAT SURROUND THEM UNTIL SHE MUST MAKE AN IMPOSSIBLE CHOICE: KEEP HER DAUGHTER BY HER SIDE OR GIVE HER THE CHANCE TO SURVIVE APART. 705956 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 VIRTUAL TOURS FOR CLASSROOMS AND COMMUNITY GROUPS. PARTICIPANTS CAN TOUR THE MUSEUM'S GALLERIES VIRTUALLY AND INTERACT LIVE WITH A TRAINED HMH DOCENT. 705956 4560022 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 67 0 1 71 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 CARL JOSEHART CHAIR 2.00 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 TALI BLUMROSEN VICE CHAIR 1.00 X X 0 0 0 JERRY ROCHMAN VICE CHAIR 1.00 X X 0 0 0 GUILLERMO GUEFEN VICE CHAIR 1.00 X X 0 0 0 JERRY MARTIN VICE CHAIR 1.00 X X 0 0 0 PETER CHANG MD VICE CHAIR 1.00 X X 0 0 0 CHAJA VERVEER VICE CHAIR 1.00 X X 0 0 0 BENJAMIN WARREN IMMEDIATE PAST CHAIR 1.00 X 0 0 0 ABBY DANIELS 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 DEBORAH GORDON DIRECTOR 1.00 X 0 0 0 JASON GORDON 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 MARVALETTE HUNTER 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 GARY MARKOWITZ 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 CARMEN NG DIRECTOR 1.00 X 0 0 0 HYMAN PENN MD DIRECTOR 1.00 X 0 0 0 LIMOR SMITH DIRECTOR 1.00 X 0 0 0 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 36.00 4.00 X 183603 0 29250 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 36.00 4.00 X 135400 0 15949 ROBIN CAVANAUGH CHIEF MARKETING OFFICER 40.00 X 123185 0 21968 KIM PARKER CHIEF DEVELOPMENT OFFICER 36.00 4.00 X 104919 0 19106 547107 0 86273 4 0 1 0 0 389608 1618489 525000 1272860 2261124 93410 6067081 ADMISSIONS, TOURS AND PROGRAMS 712100 345551 345551 345551 -94 -94 115210 0 115210 115210 115210 80925 1618489 169590 -88665 -88665 87317 48981 38336 38336 OTHER INCOME 561499 28606 28606 28606 6506025 412493 0 26451 355511 159980 110208 85323 2018444 1223234 378880 416330 51169 9201 29251 12717 268157 179828 41668 46661 185503 109150 37679 38674 2703 2703 31190 31190 438591 191409 113964 133218 111695 101646 8839 1210 517000 261420 170791 84789 232472 106343 36587 89542 560320 323061 221441 15818 2929 816 1328 785 23496 7250 9284 6962 299718 299718 1844691 1605682 157362 81647 160143 126088 25070 8985 HONORARIUMS & AWARDS 241064 83658 14531 142875 DUES & SUBSCRIPTIONS 39648 13180 18379 8089 PROFESSIONAL DEVELOPMEN 28579 6267 17009 5303 SIGNAGE 22509 18860 3649 0 53148 32949 12566 7633 7488680 4560022 1742097 1186561 2480 1380 510236 719478 9510387 5628524 55245 41128 170227 260151 44390505 5539703 40555432 38850802 98536 98536 11027 440963 50913570 46040962 1187128 356103 56048 46015 11751117 8701236 0 986 12994293 9104340 X 37560100 36564949 359177 371673 37919277 36936622 50913570 46040962 -982655 0 X X 0 1 X 1 0 X 13490211 14016664 9400895 5618503 5978416 48504689 13490211 14016664 9400895 5618503 5978416 48504689 5278668 43226021 151665 135550 55271 124626 115116 582228 495961 176360 197813 539303 461474 1870911 50957828 0.84830 0.84370 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PROGRAM SERVICE REVENUE - 2016 AMOUNT: $ 305,633. 2017 AMOUNT: $ 120,548. 2018 AMOUNT: $ 140,424. 2019 AMOUNT: $ 406,885. 2020 AMOUNT: $ 345,551. OTHER INCOME-RELATED - 2016 AMOUNT: $ 82,495. 2017 AMOUNT: $ 7,324. 2018 AMOUNT: $ 3,926. 2019 AMOUNT: $ 24,313. 2020 AMOUNT: $ 28,606. GROSS SALES OF INVENTORY - 2016 AMOUNT: $ 107,833. 2017 AMOUNT: $ 48,488. 2018 AMOUNT: $ 53,463. 2019 AMOUNT: $ 108,105. 2020 AMOUNT: $ 87,317. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X X 0 10498384 462402 3007254 289429 506926 13171685 10998761 591886 -253297 230142 608824 10498384 10356405 705652 498466 122682 439080 10998761 9124163 1166417 520774 149648 305301 10356405 8277609 359597 949171 92961 369253 9124163 0.43165 0.37919 0.18916 0 1 1 3577887 3577887 37481090 2927683 34553407 1393070 685889 707181 1938458 1926131 12327 38850802 DUE TO HOLOCAUST MUSEUM FOUNDATION 986 986 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 1109423 1086298 23125 239 32780 89697 SPIRIT LUNCHEON 589991 532191 57800 1396 45478 1699414 1618489 80925 239 34176 135175 169590 -88665 X X X X 0 0 0 0 0 0 0 0 0 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 183603 0 0 0 0 0 8716 0 20534 0 212853 0 0 0 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 135400 0 0 0 0 0 6131 0 9818 0 151349 0 0 0 X 15 67746 FAIR MARKET VALUE X CATERING/SUPPLIES 11 25663 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. FORM 990, ITEM B, AMENDED TAX RETURN A PRELIMINARY DRAFT OF THIS 990 WAS FILED ORIGINALLY. THIS AMENDED RETURN IS BEING FILED TO CAPTURE THE FINALIZED AND BOARD APPROVED VERSION. FORM 990, PART VIII, LINE 1G WAS REVISED TO REFLECT TOTAL NONCASH CONTRIBUTIONS. FORM 990, SCHEDULE M, LINE 9 WAS REVISED TO REPORT PUBLICLY TRADED SECURITIES CONTRIBUTED TO THE MUSEUM. HOLOCAUST MUSEUM HOUSTON FOUNDATION 5401 CAROLINE HOUSTON TX 77004 760542408 SUPPORT HOLOCAUST MUSEUM HOUSTON TX 501(C)(3) LINE 12C, III-FI 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 525000 CLEARED CHECKS HOLOCAUST MUSEUM HOUSTON FOUNDATION Q 31000 CLEARED CHECKS