2020-05-15T11:29:30-05:00 2019-06-30 741769118 BRIGGS & VESELKA CO LLP NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2018-07-01 760331398 HOLOCAUST MUSEUM HOUSTON HOLO 7139428000 5401 CAROLINE HOUSTON TX 77004 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 7139428000 2020-05-15 1 ANGELA K ARMSTRONG P00847658 7136679147 2020-05-15 216.215.114.94 2020-05-15 07:24:56 CD P 7D39DF5D47748382D16DD90EF2260B978B4669E3 5C37579680D8A407A7B88FE6A799FBDE0A9EC09B 2018 2020-09-23 17:36:50Z X KELLY ZUNIGA 5401 CAROLINE HOUSTON TX 77004 9905512 0 X WWW.HMH.ORG X 1991 TX THE ORGANIZATION IS A MUSEUM, EDUCATION CENTER, AND MEMORIAL TO THE VICTIMS OF THE HOLOCAUST. 33 33 53 208 0 0 14016664 9413678 120548 140424 9685 4689 192184 -14024 14339081 9544767 0 70000 0 0 2922132 3348059 0 0 2439538 3378840 3699387 6300972 7117446 8038109 2427321 40919906 54379334 2737246 13769353 38182660 40609981 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 1985863 135928 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. DURING THE FISCAL YEAR ENDED JUNE 30, 2019 THE MUSEUM HOSTED A VARIETY OF TEMPORARY EXHIBITS INCLUDING "OPERATION FINALE: THE CAPTURE & TRIAL OF ADOLF EICHMANN" REVEALING THE DRAMATIC SECRET HISTORY BEHIND THE DARING ABDUCTION AND GLOBALLY BROADCAST TRIAL OF A PRINCIPAL PERPETRATOR OF THE FINAL SOLUTION. "COEXISTENCE," A FREE OUTDOOR ART EXHIBITION WAS DISPLAYED IN HERMANN PARK WHERE EXHIBITED WORKS WERE ACCOMPANIED BY PANELS FEATURING QUOTES FROM PHILOSOPHERS AND LEADING THINKERS IN FOUR LANGUAGES THAT REPRESENT A WIDE RANGE OF CONCEPTS AND ISSUES THAT AFFECT HUMAN RELATIONS AS WE WORK TO COEXIST IN A GLOBAL SOCIETY. "THE TEXAS LIBERATOR: WITNESS TO THE HOLOCAUST" TOLD THE STORY OF 25 US SOLDIERS WHO LIBERATED THE CONCENTRATION CAMPS IN EUROPE AT THE END OF THE SECOND WORLD WAR. 721255 70000 EDUCATION - HOLOCAUST MUSEUM HOUSTON REACHED OVER 40,000 STUDENTS AND TRAINED NEARLY 500 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. 344967 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, 2019 THE KOSBERG-WILKENFELD DISTINGUISHED LECTURE SERIES HOSTED PULITZER PRIZE-WINNING JOURNALIST NICHOLAS D KRISTOF, AUTHOR AND COLUMNIST FOR "THE NEW YORK TIMES" SINCE 2001. KRISTOF HAS BEEN HIGHLY PRAISED FOR HIS OPINION JOURNALIST EMPHASIZING HUMAN RIGHTS ABUSES AND SOCIAL INJUSTICES, INCLUDING THE DARFUR CONFLICT. OTHER PUBLIC PROGRAMS OFFERED INCLUDE ALEX KERSHAW DISCUSSING HIS LATEST BOOK, "THE FIRST WAVE AND THE REMARKABLE MEN WHO CARRIED OUT D-DAY'S MOST PERILOUS MISSIONS; "THE TATTOOIST OF AUSCHWITZ" AUTHOR HEATHER MORRIS SHARED THE LOVE STORY OF A JEWISH TATTOOIST AT AUSCHWITZ WITH A YOUNG JEWISH WOMAN WHO HE TATTOOED; "THE LIGHT OF HOPE" SCREENING BASED ON THE TRUE STORY OF ELISABETH EIDENBENZ AND HER FEMALE CO-WORKERS WHO SAVED THE LIVES OF ALMOST 600 INFANTS IN WORLD WAR II; AN ANNUAL YOM HASHOAH OBSERVANCE; AND MULTIPLE SURVIVOR TESTIMONIES. 3052085 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 0 1 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 76 0 1 53 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 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 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 CARL JOSEHART VICE CHAIR 1.00 X X 0 0 0 BUTCH MACH 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 CRYSTAL ASHBY DIRECTOR 1.00 X 0 0 0 TALI BLUMROSEN DIRECTOR 1.00 X 0 0 0 NANCY DINERSTEIN DIRECTOR 1.00 X 0 0 0 MINDY MORGAN FINGER DIRECTOR 1.00 X 0 0 0 DANIEL P GORDON 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 LAURA JARAMILLO 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 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 COREY F POWELL 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 ALBERTA TOTZ 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 253696 0 36499 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 36.00 4.00 X 139272 0 16716 TAMARA SAVAGE MANAGING DIRECTOR 40.00 X 105479 0 20761 ROBIN CAVANAUGH CHIEF MARKETING OFFICER 40.00 X 140760 0 22175 CONNIE BOYD CHIEF DEVELOPMENT OFFICER 36.00 4.00 X 130900 0 22644 DEBBYE CROFOOT-MORLEY DIRECTOR OF CAMPAIGN ADVANCEMENT 40.00 X 120819 0 25134 MARY LEE WEBECK DIRECTOR OF EDUCATION 40.00 X 110860 0 14822 1001786 0 158751 7 0 1 0 0 412408 1392188 495000 7114082 12783 9413678 ADMISSIONS, TOURS AND PROGRAMS 712100 140424 140424 140424 26360 26360 28911 0 28911 28911 28911 21671 -21671 -21671 -21671 238750 1392188 277189 -38439 -38439 53463 61885 -8422 -8422 OTHER INCOME 561499 3926 3926 3926 9544767 135928 0 -4839 70000 70000 579268 202744 144817 231707 2202589 770906 550647 881036 66595 13954 32635 20006 294449 123615 60890 109944 205158 75157 41524 88477 11832 869 10513 450 26425 26425 687014 238498 294337 154179 206509 26681 42243 137585 893240 551316 112933 228991 174215 63907 27997 82311 183343 124239 50311 8793 101861 58279 6548 37034 262479 107777 20500 134202 67649 67649 261109 221655 29468 9986 69538 52167 11655 5716 HONORARIUMS & AWARDS 202216 60735 9738 131743 SECURITY 198367 172188 24854 1325 AUDIO VISUAL 154762 59774 379 94609 DUES & SUBSCRIPTIONS 61177 17132 20123 23922 137651 40492 39637 57522 7117446 3052085 1625823 2439538 1700 2051 7920405 746925 18737522 14495676 1560 0 26260 43449 56307 69522 40839482 1942725 14132217 38896757 6073 0 0 98536 37862 26418 40919906 54379334 2154798 5234449 10250 1053 572115 8517432 83 16419 2737246 13769353 X 14575573 36197020 23607087 4412961 38182660 40609981 40919906 54379334 2427321 0 X X 0 1 X 1 0 X 8076227 5141094 13490211 14016664 9400895 50125091 8076227 5141094 13490211 14016664 9400895 50125091 6427883 43697208 130270 134757 151665 135550 55271 607513 320527 294436 445791 157374 135928 1354056 52086660 0.83890 0.79250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET SALES OF INVENTORY - 2014 AMOUNT: $ 27,543. 2015 AMOUNT: $ -3,327. 2016 AMOUNT: $ 57,663. 2017 AMOUNT: $ 29,502. 2018 AMOUNT: $ -8,422. PROGRAM SERVICE REVENUE - 2014 AMOUNT: $ 273,954. 2015 AMOUNT: $ 277,214. 2016 AMOUNT: $ 305,633. 2017 AMOUNT: $ 120,548. 2018 AMOUNT: $ 140,424. MISCELLANEOUS REVENUE - 2014 AMOUNT: $ 19,030. 2015 AMOUNT: $ 20,549. 2016 AMOUNT: $ 82,495. 2017 AMOUNT: $ 7,324. 2018 AMOUNT: $ 3,926. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X X 0 10356405 705652 498466 122682 439080 10998761 9124163 1166417 520774 149648 305301 10356405 8277609 359597 949171 92961 369253 9124163 8471964 580594 -320708 88033 366208 8277609 9002988 122358 -75555 229459 348368 8471964 0.50790 0.39380 0.09830 0 1 1 3577887 3577887 34406696 1534507 32872189 0 1114863 174812 940051 1740036 233406 1506630 38896757 DUE TO HOLOCAUST MUSEUM FOUNDATION 16419 16419 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. 0 0 0 0 0 0 0 0 0 0 MIDDLE EAST AND NORTH AFRICA TRAIN TEXAS HOLOCAUST EDUCATORS AND PROVIDE SUPPORT FOR TEXAS EDUCATOR(S) AND/OR ALUMNI OF THE WARREN FELLOWSHIP OR SPECTOR/WARREN FELLOWSHIP FROM HMH IN PAYMENT OF THEIR TUITION FEE AT THE YAD VASHEM INTERNATIONAL SEMINAR INCLUDING HOTEL AND FOOD FOR TRAVEL TO YAD VASHEM 70000 1 0 0 0 0 0 0 ANNUAL DINNER 998167 831667 166500 235046 SPIRIT LUNCHEON 632771 560521 72250 42143 1630938 1392188 238750 277189 277189 -38439 X X X X 0 0 0 0 0 0 0 0 0 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 253696 0 0 0 0 0 11976 0 24523 0 290195 0 0 0 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 139272 0 0 0 0 0 6854 0 9862 0 155988 0 0 0 ROBIN CAVANAUGH CHIEF MARKETING OFFICER 140760 0 0 0 0 0 6334 0 15841 0 162935 0 0 0 CONNIE BOYD CHIEF DEVELOPMENT OFFICER 130900 0 0 0 0 0 4541 0 18103 0 153544 0 0 0 X 1 6019 ESTIMATED FMV X 115 ESTIMATED FMV X 4 6649 ESTIMATED FMV 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 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 495000 CLEARED CHECK HOLOCAUST MUSEUM HOUSTON FOUNDATION Q 56500 CLEARED CHECK