2019-02-27T08:42:18-06:00 2018-06-30 741769118 BRIGGS & VESELKA CO NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2017-07-01 760331398 HOLOCAUST MUSEUM HOUSTON HOLO 7139428000 9220 KIRBY DRIVE NO 100 HOUSTON TX 77054 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 7139428000 2019-02-25 1 J STEVEN AWALT P00087678 7136679147 2019-02-23 216.215.114.94 2019-02-25 13:58:25 CS P 25EF597C1D3F221FD40541B5D15C0E56129733CF DB66AB1ADF8C9A94ABA21BCEE09428EE1241A182 2017 2019-02-21 02:37:17Z KELLY ZUNIGA 9220 KIRBY DRIVE NO 100 HOUSTON TX 77054 14964404 0 X WWW.HMH.ORG X 1991 TX THE ORGANIZATION IS A MUSEUM, EDUCATION CENTER, AND MEMORIAL TO THE VICTIMS OF THE HOLOCAUST. 32 32 56 189 0 0 28140211 14016664 305633 120548 -492420 9685 392211 192184 28345635 14339081 0 0 0 0 2749534 2922132 0 0 2016198 6289367 3378840 9038901 6300972 19306734 8038109 31479869 40919906 1376923 2737246 30102946 38182660 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 2632535 157374 THE HOLOCAUST MUSEUM'S MISSION IS TO ESTABLISH AND MAINTAIN A MEMORIAL TO THE MILLIONS OF INDIVIDUALS WHO PERISHED DURING WORLD WAR II AT THE HANDS OF THE NAZIS, AND TO CONTINUE TO EDUCATE AND ENLIGHTEN PEOPLE BY PROMOTING AND PRESENTING PROGRAMS ON REMEMBRANCE, UNDERSTANDING, AND PREVENTION. THE MUSEUM HAD 122,983 ONSITE VISITORS THIS YEAR. 64357 0 WARREN FELLOWSHIP - CREATED TO BENEFIT PRIMARILY FUTURE TEACHERS, IS SUPPORTED BY THE WARREN FELLOWSHIP FUND. ITS PURPOSE IS TO DEVELOP A CORPS OF EDUCATORS WHO WANT TO LEARN HOW TO EFFECTIVELY TEACH ABOUT THE HOLOCAUST AND OTHER GENOCIDES. THE TEACHERS ATTEND A SIX DAY INSTITUTE DESIGNED TO IMMERSE THEM IN HISTORICAL CONTENT AND PEDAGOGICAL ISSUES RELATED TO THE HOLOCAUST AND OTHER GENOCIDES. EMINENT SCHOLARS PROVIDE HISTORICAL AND ACADEMIC CONTENT WHILE UNIVERSITY FACULTY, AS WELL AS HMH MUSEUM STAFF, PROVIDE PEDAGOGICAL CONTEXT. DURING THE WEEK, FELLOWS WORK WITH SURVIVORS OF THE HOLOCAUST. FOLLOWING THE PROGRAM, FELLOWS ARE INVITED TO PARTICIPATE IN NUMEROUS EDUCATIONAL ACTIVITIES AND OUTREACH OPPORTUNITIES. 119853 EDUCATIONAL OUTREACH - SERVED TEACHERS AND STUDENTS FROM VARIOUS SCHOOLS IN 2017-2018. MANY STUDENTS WERE IMPACTED BY THE OUTREACH PROGRAMS (E.G., DIGITAL CURRICULUM TRUNKS, ALL BEHAVIORS COUNT CURRICULUM, EDUCATOR IN MOTION, TEACHER WORKSHOPS) IN SUPPORT OF THE INSTRUCTION OF HOLOCAUST EDUCATION IN ELEMENTARY, MIDDLE, AND HIGH SCHOOL CLASSROOMS. THE CONCEPTS OF THE PROGRAMS ARE TO PROVIDE TEACHERS TOOLS (INCLUDING MULTIMEDIA TOOLS) THAT ARE UNIQUE TO HOLOCAUST EDUCATION AND, IN MOST CASES, COULD BE COST PROHIBITIVE TO TEACHERS AND SCHOOL DISTRICTS. 94187 SUMMER INSTITUTE - THIS PROGRAM IS DESIGNED TO EDUCATE EDUCATORS AND WOULD-BE EDUCATORS, AS WELL AS STUDENTS FROM ALL AROUND THE WORLD, ABOUT THE HOLOCAUST. IT ALSO PROVIDES STUDIES ON OTHER GENOCIDES AND WAYS IN WHICH SOCIETY CAN CHOOSE NOT TO BE A BYSTANDER BUT, BE AN UPSTRANDER TO ENSURE THAT GENOCIDE CEASES AND IS NEVER REPEATED. 94187 2910932 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 52 0 1 56 1 0 0 0 0 0 1 1 0 0 0 0 X 32 32 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 9220 KIRBY DRIVE SUITE 100 HOUSTON TX 77054 GARY MARKOWITZ CHAIR 2.00 X X 0 0 0 BENJAMIN WARREN CHAIR - ELECT 1.00 X X 0 0 0 CRYSTAL E ASHBY SECRETARY 1.00 X X 0 0 0 DANIEL P GORDON TREASURER 1.00 X X 0 0 0 HEIDI GERGER VICE CHAIR 1.00 X X 0 0 0 BUTCH MACH VICE CHAIR 1.00 X X 0 0 0 KIM RUTH VICE CHAIR 1.00 X X 0 0 0 NANCY S DINERSTEIN VICE CHAIR 1.00 X X 0 0 0 HYMAN PENN MD VICE CHAIR 1.00 X X 0 0 0 GAIL KLEIN IMMEDIATE PAST CHAIR 1.00 X 0 0 0 TALI BLUMROSEN DIRECTOR 1.00 X 0 0 0 STEVE ESTRIN DIRECTOR 1.00 X 0 0 0 CHERYL GOLUB 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 CARL JOSEHART 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 NANCY LI DIRECTOR 1.00 X 0 0 0 JERRY MARTIN DIRECTOR 1.00 X 0 0 0 MICHAEL MORGAN DIRECTOR 1.00 X 0 0 0 MARK MUCASEY DIRECTOR 1.00 X 0 0 0 COREY POWELL DIRECTOR 1.00 X 0 0 0 JERRY ROCHMAN DIRECTOR 1.00 X 0 0 0 TRACEY SHAPPRO 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 INNA WIZIG DIRECTOR 1.00 X 0 0 0 JACK KINS EX-OFFICIO 1.00 X 0 0 0 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 40.00 X 202742 0 29060 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 40.00 X 120261 0 14559 323003 0 43619 2 0 1 0 0 359980 1876498 403260 11376926 30001 14016664 ADMISSIONS, TOURS AND PROGRAMS 712100 120548 120548 120548 16836 16836 118714 0 118714 118714 118714 7151 -7151 -7151 -7151 635830 1876498 599186 36644 36644 48488 18986 29502 29502 OTHER INCOME 561499 7324 7324 7324 14339081 157374 0 165043 X 395463 185868 63274 146321 2000263 740383 412835 847045 60785 17580 26980 16225 275887 118124 51695 106068 189734 79505 36119 74110 12128 7500 4628 24665 24665 737737 264831 356062 116844 63403 9314 5505 48584 717350 420017 128461 168872 218755 77530 48137 93088 204440 156843 39197 8400 233591 157142 16753 59696 178555 107808 36322 34425 10000 10000 277468 234342 31784 11342 68116 57348 6892 3876 AUDIO VISUAL 180207 36365 579 143263 SECURITY 116204 101755 14314 135 OTHER EXPENSES 105674 8756 23502 73416 HONORARIUMS & AWARDS 103547 73505 10436 19606 127000 53916 32830 40254 6300972 2910932 1373842 2016198 1700 1700 4677399 7920405 19742421 18737522 1560 32637 26260 63753 56307 17664439 3532222 6893378 14132217 6073 68581 37862 31479869 40919906 800854 2154798 2649 10250 572115 572115 1305 83 1376923 2737246 X 6446028 14575573 23656918 23607087 30102946 38182660 31479869 40919906 8038109 41605 0 X X 0 1 X 1 0 X 3752373 8076227 5141094 13490211 14016664 44476569 3752373 8076227 5141094 13490211 14016664 44476569 7475826 37000743 46926 130270 134757 151665 135550 599168 109014 320527 294436 445791 157374 1327142 46402879 0.79740 0.73290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET SALES OF INVENTORY - 2013 AMOUNT: $ -19,270. 2014 AMOUNT: $ 27,543. 2015 AMOUNT: $ -3,327. 2016 AMOUNT: $ 57,663. 2017 AMOUNT: $ 29,502. PROGRAM SERVICE REVENUE - 2013 AMOUNT: $ 60,824. 2014 AMOUNT: $ 273,954. 2015 AMOUNT: $ 277,214. 2016 AMOUNT: $ 305,633. 2017 AMOUNT: $ 120,548. MISCELLANEOUS REVENUE - 2013 AMOUNT: $ 67,460. 2014 AMOUNT: $ 19,030. 2015 AMOUNT: $ 20,549. 2016 AMOUNT: $ 82,495. 2017 AMOUNT: $ 7,324. 0 0 X X X X 0 9124163 1166417 520774 149648 305301 10356405 8277609 359597 949171 92961 369253 9124163 8471964 580594 -320708 88033 366208 8277609 9002988 122358 -75555 229459 348368 8471964 8750016 175728 935306 104670 753392 9002988 0.55490 0.35540 0.08970 0 1 1 3577887 3577887 11754623 2341093 9413530 144105 72052 72053 749153 594855 154298 1438671 524222 914449 14132217 DUE TO HOLOCAUST MUSEUM FOUNDATION 83 83 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 WHICH RESIDE OUTDOORS; 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: HOLOCAUST MUSEUM HOUSTON RECORDS CHARGES FOR UNCERTAIN TAX POSITIONS WHEN THEY ARE CONSIDERED PROBABLE. BASED ON ITS EVALUATION, HOLOCAUST MUSEUM HOUSTON HAS CONCLUDED THAT THERE ARE NO SIGNIGICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. ANNUAL DINNER 1799845 1277922 521923 191376 339709 SPIRIT LUNCHEON 712483 598576 113907 68101 2512328 1876498 635830 259477 339709 599186 36644 X X X X 0 0 0 0 0 0 0 0 0 KELLY ZUNIGA CHIEF EXECUTIVE OFFICER 197742 0 5000 0 0 0 9575 0 19485 0 231802 0 0 0 X 1 25000 ESTIMATED FMV X 6 5001 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. CURRENT CEO SALARY IS BASED ON PRIOR SALARY OF SAME POSITION WITH ALLOWANCE FOR EXPERIENCE AND 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 IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 259,019. MANAGEMENT AND GENERAL EXPENSES 355,585. FUNDRAISING EXPENSES 107,151. TOTAL EXPENSES 721,755. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 5,812. MANAGEMENT AND GENERAL EXPENSES 477. FUNDRAISING EXPENSES 9,693. TOTAL EXPENSES 15,982. 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 9220 KIRBY DRIVE SUITE 100 HOUSTON TX 77054 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 403260 CLEARED CHECK HOLOCAUST MUSEUM HOUSTON FOUNDATION Q 45800 CLEARED CHECK IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: HOLOCAUST MUSEUM HOUSTON ("MUSEUM") AND HOLOCAUST MUSEUM HOUSTON FOUNDATION ("FOUNDATION") ARE NOT "RELATED" ENTITIES MEETING THE TAX DEFINITIONS OF CONTROL FOR A PARENT/SUBSIDIARY, BROTHER/SISTER, OR SUPPORTING/SUPPORTED RELATIONSHIP. THE MAJORITY OF BOARD OF THE DIRECTORS OF THE FOUNDATION IS SEPARATE FROM, NOT APPOINTED BY, AND NOT AFFILIATED WITH THE MUSEUM BOARD OF DIRECTORS. THE FOUNDATION BOARD SHALL CONSIST OF A MINIMUM OF 12 AND A MAXIMUM OF 17 MEMBERS, ONLY 3 OF WHICH ARE THE CHAIRMAN OF THE MUSEUM, THE CHAIRMAN-ELECT OF THE MUSEUM, AND THE TREASURER OF THE BOARD OF TRUSTEES OF THE MUSEUM. HOWEVER, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES IN CONNECTION WITH THE MUSEUM. DISTRIBUTIONS BY THE FOUNDATION ARE LIMITED TO THE MUSEUM OR TO ANOTHER QUALIFIED ORGANIZATION DESIGNATED BY THE MUSEUM. IN EFFORT TO FULLY DISCLOSE ACTIVITIES OF BOTH ENTITIES, SCHEDULE R, RELATED ORGANIZATIONS AND UNRELATED PARTNERSHIPS, HAS BEEN COMPLETED ALTHOUGH THE ENTITIES DO NOT MEET THE TAX DEFINITION OF "RELATED OR "CONTROLLED." THIS TAX PRESENTATION IS IN AGREEMENT WITH THE AUDIT PRESENTATION OF A CONSOLIDATED FINANCIAL STATEMENT FOR THE TWO ENTITIES.