2019-02-18T15:36:48-06:00 2018-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2017-07-01 133475390 LOWER EAST SIDE TENEMENT MUSEUM LOWE 2124310233 103 ORCHARD STREET NEW YORK NY 100023132 DARYL WICKSTROM CHIEF OPERATING OFFICER 2124310233 2019-02-14 1 MARTIN BERKOWITZ P00154047 2126972299 38.142.140.186 2019-02-14 13:29:40 ES P 96FB9905D49D557DC439409F2A27F61CBFD9A220 96FB9905D49D557DC439409F2A27F61CBFD9A220 2017 2019-02-21 02:37:17Z X KEVIN JENNINGS 103 ORCHARD STREET NEW YORK NY 100023132 10990021 0 X WWW.TENEMENT.ORG X 1988 NY THE TENEMENT MUSEUM TELLS THE UNIQUELY AMERICAN STORIES OF IMMIGRANTS, MIGRANTS AND REFUGEES IN THE ONGOING CREATION OF OUR NATION. 29 29 190 31 0 63713 6919493 3075749 6941901 7461099 13116 5638 151709 152055 14026219 10694541 0 0 0 0 6314020 6906999 0 0 1141316 3445453 3803730 9759473 10710729 4266746 -16188 35743608 34214867 11795902 10348772 23947706 23866095 THE TENEMENT MUSEUM TELLS THE UNIQUELY AMERICAN STORIES OF IMMIGRANTS, MIGRANTS AND REFUGEES IN THE ONGOING CREATION OF OUR NATION. 0 0 7257682 5849720 PUBLIC PROGRAMS - TOURS AND PRESENTATIONS TO IMPART KNOWLEDGE TO THE GENERAL PUBLIC CONCERNING THE HISTORY OF THE EMIGRATION MOVEMENT IN AMERICA. SUCH KNOWLEDGE IS DIRECTLY RELATED TO THE PURPOSE OF THE EXEMPT ACTIVITY - THE OPERATION OF A HISTORICAL MUSEUM. DURING THE FISCAL YEAR ENDED 2018, 262,839 VISITORS TOURED THE MUSEUM. 1356083 1611379 MUSEUM SHOP - THE GIFT SHOP OFFERS BOOKS, MULTIMEDIA, MUSEUM PRODUCTS, GIFTS AND TOYS THAT DOCUMENT AND/OR COMMEMORATE THE IMMIGRANT EXPERIENCES AND THE STORIES OF LIFE AND HISTORICAL PERSPECTIVES OF THE LOWER EAST SIDE. 8613765 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 50 0 1 190 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X ANA OCANSEY 2124310233 103 ORCHARD STREET NEW YORK NY 10002 MORRIS J VOGEL PRESIDENT (THRU 7/2017) 40.00 X X 341154 0 27518 KEVIN JENNINGS PRESIDENT 40.00 X X 143750 0 7955 SCOTT METZNER CO - BOARD CHAIR 1.00 X X 0 0 0 MERRYL SNOW ZEGAR CO - BOARD CHAIR 1.00 X X 0 0 0 STEPHEN B SIEGEL VICE CHAIR (THRU 6/2018) 1.00 X X 0 0 0 ALAN G WEILER VICE CHAIR 1.00 X X 0 0 0 DAN KRAMER TREASURER 1.00 X X 0 0 0 JOHN P WOLF TREASURER (THRU 12/2017) 1.00 X X 0 0 0 ALICE F YURKE SECRETARY 1.00 X X 0 0 0 ZACH D AARONS TRUSTEE 1.00 X 0 0 0 MOHAMMED BADI TRUSTEE 1.00 X 0 0 0 RICHARD BAGWELL TRUSTEE (THRU 6/2018) 1.00 X 0 0 0 EMILIO BASSINI TRUSTEE (THRU 11/2017) 1.00 X 0 0 0 ANDREW S BERKMAN TRUSTEE 1.00 X 0 0 0 SUZETTE BROOKS MASTERS TRUSTEE (THRU 6/2018) 1.00 X 0 0 0 PERRY A CACACE TRUSTEE 1.00 X 0 0 0 MARGARET CHIN TRUSTEE 1.00 X 0 0 0 MARK COSTELLO TRUSTEE (THRU 6/2018) 1.00 X 0 0 0 SALLY DAVIDSON TRUSTEE 1.00 X 0 0 0 GERALD DONINI TRUSTEE 1.00 X 0 0 0 BRUCE GEISMAR TRUSTEE 1.00 X 0 0 0 GABRIELLA GIGLIO TRUSTEE (THRU 7/2017) 1.00 X 0 0 0 SUSAN GRAY TRUSTEE 1.00 X 0 0 0 CHRISTINE GREER TRUSTEE 1.00 X 0 0 0 GARY E HANDEL FAIA TRUSTEE 1.00 X 0 0 0 NICOLE HOWE BUGGS TRUSTEE 1.00 X 0 0 0 PHIL KLEWENO TRUSTEE 1.00 X 0 0 0 HELEN LISS TRUSTEE 1.00 X 0 0 0 PAUL J MASSEY JR TRUSTEE (THRU 12/2017) 1.00 X 0 0 0 ALI MAYORKAS TRUSTEE 1.00 X 0 0 0 JUDITH MESSINA TRUSTEE 1.00 X 0 0 0 MICHELE MIRMAN TRUSTEE 1.00 X 0 0 0 RON MOELIS TRUSTEE 1.00 X 0 0 0 ELEANOR PELTA TRUSTEE 1.00 X 0 0 0 HARVEY M ROSS TRUSTEE 1.00 X 0 0 0 LISA ROTHBLUM TRUSTEE (THRU 6/2018) 1.00 X 0 0 0 PAUL L SCHULMAN TRUSTEE 1.00 X 0 0 0 TATIANA SEGAL TRUSTEE 1.00 X 0 0 0 SHIMON SHKURY TRUSTEE 1.00 X 0 0 0 JILL TOTENBERG TRUSTEE 1.00 X 0 0 0 BARRY ROSEMAN CHIEF OPERATING OFFICER (THRU 9/2017) 40.00 X 320654 0 33151 DARYL WICKSTROM CHIEF OPERATING OFFICER 40.00 X 48333 0 0 ANNIE POLLAND SENIOR VP OF EDU (THRU 1/2018) 40.00 X 183500 0 9925 JULIE DAVIDSON VP OF DEV (THRU 8/2017) 40.00 X 124856 0 11657 DAVID ENG CHIEF MARKETING AND COMMUNICAITONS OFFICER 40.00 X 116750 0 13288 ANNA OCANSEY VP OF FINANCE 40.00 X 118000 0 24284 ANNE BRENNER VP OF HR 40.00 X 117500 0 13506 NANCY RACHMAN DIRECTOR OF DEVELOPEMENT 40.00 X 112080 0 6730 1626577 0 148014 9 0 1 0 CONSTRUCTOMICS LLC 40 BROAD STREET 4TH FLOOR NEW YORK NY 10004 GENERAL CONTRACTOR 4702722 1 657692 966206 1451851 260168 3075749 PROGRAM REVENUE 611710 5445358 5445358 MUSEUM SHOP SALES 451211 1611379 1611379 TICKET SURCHARGE 611710 386862 386862 MISCELLANEOUS INCOME 611710 17500 17500 7461099 5638 5638 152055 0 152055 152055 152055 295480 657692 295480 0 10694541 7461099 0 157693 922000 599457 140970 181573 4918489 4046036 271549 600904 155731 142649 5989 7093 443567 359935 27495 56137 467212 373497 32358 61357 49568 45184 4384 37388 37388 63000 63000 313610 313610 46481 46459 22 380035 227395 80462 72178 418779 300449 78894 39436 54299 45588 6200 2511 302032 302032 717042 690952 12305 13785 118247 87502 22468 8277 RETAIL ACTIVITY PURCHAS 710420 710420 BANK AND CREDIT CARD CH 229183 204997 12095 12091 PROGRAM AND EVENT COSTS 182243 118656 14977 48610 RECRUITMENT AND STAFF T 99339 42 78568 20729 82064 44089 25724 12251 10710729 8613765 955648 1141316 2611468 1372361 892409 275336 2651372 1546862 11630 5359 79416 81403 160188 139574 35027946 6903550 26100385 28124396 2664512 2669258 572228 318 35743608 34214867 1936319 668598 46518 71773 9813065 9608401 11795902 10348772 X 20174258 20552380 960448 500715 2813000 2813000 23947706 23866095 35743608 34214867 X -16188 -65423 X 0 1 X 1 0 X 5430220 3452104 4247418 6919493 3075749 23124984 5430220 3452104 4247418 6919493 3075749 23124984 998904 22126080 253726 194014 157176 164825 157693 927434 200000 200000 24252418 32675333 0.91230 0.89380 X X X X 0 2664512 4746 2669258 2659788 4724 2664512 2656114 3674 2659788 2653345 2769 2656114 2650319 3026 2653345 1.00000 0 0 1035000 1035000 18891110 3300764 15590346 13579409 2983025 10596384 1522427 619761 902666 28124396 CASH AND CASH EQUIVALENT 2669258 F 2669258 TENANT SECURITY DEPOSIT 13257 LONG TERM BOND OBLIGATION 9595144 9608401 10694541 0 10694541 0 10694541 10710729 0 10710729 0 10710729 PART III, LINE 1A: THE MUSEUM MAINTAINS COLLECTIONS OF OVER 14,000 ITEMS THAT HAVE A DIRECT ASSOCIATION WITH 97 ORCHARD STREET OR OTHER HISTORIC SITES AND OTHER OBJECTS THAT ARE SUITABLE FOR EXHIBITION OR TEACHING PURPOSES. THE MUSEUM ALSO MAINTAINS A LIBRARY AND AN ARCHIVE OF OTHER HISTORICAL MATERIALS. THESE OBJECTS AND RESOURCES ARE MAINTAINED FOR THE PUBLIC BENEFIT TO BE USED FOR EDUCATION AND RESEARCH ACTIVITY. IN CONFORMITY WITH ACCOUNTING POLICIES GENERALLY FOLLOWED BY MUSEUMS, THE VALUE OF THESE RESOURCES HAS BEEN EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION, AND GIFTS OF OBJECTS FOR THE COLLECTION AND LIBRARY ARE EXCLUDED FROM THE STATEMENT OF ACTIVITIES. ACQUISITIONS FOR THE COLLECTIONS ARE REFLECTED AS DECREASES IN THE MUSEUM'S UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED. PART III, LINE 4: FOR OUR COLLECTION WE COLLECT MATERIALS THAT RELATE TO OUR HISTORIC PROPERTIES, HAVE SIGNIFICANCE TO THE FAMILIES THAT LIVED THERE OR ANY BUSINESSES THAT EXISTED THERE AND/OR MATERIALS THAT WE CAN USE TO EDUCATE THE PUBLIC THROUGH EXHIBITION AND/OR STUDY. OUR COLLECTION PROVIDES A STARTING POINT FOR MUSEUM VISITORS TO UNDERSTAND HOW THE EXPERIENCES OF EARLIER WAVES OF IMMIGRANTS COMPARE AND CONTRAST WITH NEWCOMERS TODAY. PART V, LINE 4: TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT. SPRING GALA 953172 657692 295480 144525 150955 953172 657692 295480 144525 150955 295480 0 1 X X X X 1 1 0 0 0 0 0 0 0 MORRIS J VOGEL PRESIDENT (THRU 7/2017) 254000 0 78500 0 8654 0 26634 0 884 0 368672 0 0 0 KEVIN JENNINGS PRESIDENT 143750 0 0 0 0 0 0 0 7955 0 151705 0 0 0 BARRY ROSEMAN CHIEF OPERATING OFFICER (THRU 9/2017 243500 0 53500 0 23654 0 26470 0 6681 0 353805 0 0 0 ANNIE POLLAND SENIOR VP OF EDU (THRU 1/2018) 183500 0 0 0 0 0 8607 0 1318 0 193425 0 0 0 PART I, LINES 4A-B MORRIS VOGEL RECEIVED PAYMENTS TO 457B BARRY ROSEMAN RECEIVED PAYMENTS TO 457B A BUILD NYC RESOURCE CORPORATION 454040561 2015-11-24 10700000 BUILDING ACQUISITION AND RENOVATION 0 0 0 A 318 284930 251777 10162975 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 0 A 0 X 6 260168 HIGH-LOW AVERAGE X 82 NO VALUE ASSIGNED 0 1 1 PART I, LINE 32B: THE LOWER EAST SIDE TENEMENT MUSEUM USES OPPENHEIMER & CO. INC AS A THIRD PARTY ONLY TO PROCESS AND SELL OUR STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11B OUR CPA FIRM PREPARES FORM 990. THE MUSEUM SUBMITS FORM 990 TO THE BOARD'S FINANCE COMMITTEE AND FULL BOARD FOR REVIEW AND APPROVAL. THE CPA FIRM WILL THEN BE AUTHORIZED TO FILE ONLINE. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM PROVIDES A CONFLICT OF INTEREST POLICY IN ITS EMPLOYEE HANDBOOK AS IT APPLIES TO TRUSTEES, STAFF AND VOLUNTEERS. IT REVIEWS POTENTIAL CONFLICTS OF INTEREST WITH TRUSTEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DECIDES THE COMPENSATION FOR THE PRESIDENT. COMPENSATION FOR ALL OTHER POSITIONS ARE DETERMINED USING SALARY GUIDES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENT IS POSTED ON GUIDESTAR. FORM 990, PART XI, LINE 9: PRIOR YEAR ADJUSTMENT FOR FY2016 -110,665. PRIOR YEAR ADJUSTMENT FOR FY2017 45,242.