2018-05-10T06:09:33-05:00 2017-06-30 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2016-07-01 237379280 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY NATI 2159233812 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 IVY BARSKY CHIEF EXECUTIVE OFFICER 2159233812 2018-05-08 1 HELEN M MARTIN P01330899 2158818800 2016 2022-09-23 18:48:47Z IVY BARSKY 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 11180408 0 X WWW.NMAJH.ORG X 1973 PA THE NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY (NMAJH) BRINGS TO LIFE THE 360-YEAR HISTORY OF JEWS IN AMERICA. LOCATED ON HISTORIC INDEPENDENCE MALL IN PHILADELPHIA, NMAJH SITS ADJACENT TO THE ICONS OF FREEDOM IN AMERICAN HISTORY AND CONTRIBUTES TO THE NATIONAL DIALOGUE ON RELIGION, ETHNICITY, AND PLURALISM. THE MUSEUM IS THE ONLY INSTITUTION THAT TELLS THE STORY OF AMERICAN HISTORY THROUGH THE LENS OF THE JEWISH EXPERIENCE, UNIQUELY TRACING HOW JEWISH IMMIGRANTS BECAME JEWISH AMERICANS. THROUGH DYNAMIC, INTERACTIVE EXHIBITIONS AND ENGAGING EDUCATIONAL PROGRAMS, THE MUSEUM INVITES VISITORS OF ALL BACKGROUNDS TO CELEBRATE THEIR OWN HERITAGES, HISTORIES, AND TRADITIONS BY REFLECTING ON HOW IMMIGRANTS SHAPE AND ARE SHAPED BY THE AMERICAN EXPERIENCE. 28 28 69 118 133063 -166970 6851699 7326729 978448 985673 38488 171770 -107820 -475977 7760815 8008195 0 0 0 0 4070876 4152242 94885 236804 2645694 9567226 9668195 13732987 14057241 -5972172 -6049046 109508880 104034166 31856277 32142291 77652603 71891875 X THE NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY, ON INDEPENDENCE MALL IN PHILADELPHIA, PRESENTS EDUCATIONAL PROGRAMS AND EXPERIENCES THAT PRESERVE, EXPLORE, AND CELEBRATE THE HISTORY OF JEWS IN AMERICA. ITS PURPOSE IS TO CONNECT JEWS MORE CLOSELY TO THEIR HERITAGE AND TO INSPIRE IN PEOPLE OF ALL BACKGROUNDS A GREATER APPRECIATION FOR THE DIVERSITY OF THE AMERICAN JEWISH EXPERIENCE AND THE FREEDOMS TO WHICH AMERICANS ASPIRE. 0 0 9320067 1127167 THE SPECIAL EXHIBITION BILL GRAHAM AND THE ROCK & ROLL REVOLUTION HOSTED BY THE MUSEUM IN FALL 2016 CREATED OPPORTUNITIES FOR NUMEROUS EDUCATIONAL PARTNERSHIPS, PUBLIC PROGRAMS, AND EXPERIENCES REACHING MORE THAN 25,000 VISITORS, SHOWING A 120% INCREASE OVER THE SAME PERIOD THE YEAR BEFORE. THE MUSEUM PARTNERED WITH THE SCHOOL DISTRICT OF PHILADELPHIA TO EXHIBIT STUDENT WORK INSPIRED BY THE ICONIC FILLMORE CONCERT POSTERS FROM 13 ART CLASSES AND JOINED WITH THE PHILLY POPS TO HOLD A BILL GRAHAM INSPIRED 5-BAND STUDENT ROCK CONCERT.IN SPRING OF 2017 THE MUSEUM OPENED THE ORIGINAL EXHIBITION 1917: HOW ONE YEAR CHANGED THE WORLD TO COINCIDE WITH THE CENTENARY COMMEMORATIONS OF THE U.S.'S ENTRY INTO WWI, GREAT BRITAIN'S ISSUE OF THE BALFOUR DECLARATION, AND THE SOVIET REVOLUTIONS. THE EXHIBITION, ASSOCIATED PROGRAMS INCLUDING A SPECIALLY THEMED MUSIC SALON, AND GROUP TOURS REACHED JUST UNDER 25,000 VISITORS, A 24% INCREASE FROM THE YEAR PRIOR. THE EXHIBITION WAS DEVELOPED IN CONJUNCTION WITH THE AMERICAN JEWISH HISTORICAL SOCIETY IN NY.THE MUSEUM SERVED MORE THAN 10,000 STUDENTS OVER THE FISCAL YEAR WITH THE INTRODUCTION OF OUR NATIONAL CURRICULUM. IN ADDITION, THE MUSEUM HELD ITS SECOND ANNUAL NATIONAL EDUCATORS' INSTITUTE: THE ART AND SCIENCE OF TEACHING AMERICAN JEWISH HISTORY ON-SITE, WITH FOUR DAYS OF INTENSIVE WORKSHOPS AND EXPERIENTIAL LEARNING FOR FOURTEEN JEWISH EDUCATORS FROM ACROSS THE COUNTRY AND TWO OFF-SITE TRAININGS IN ST. LOUIS AND INDIANAPOLIS FOR AN ADDITIONAL 20 EDUCATORS. 9320067 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 57 0 1 69 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X IVY BARSKY CEO 2159233811 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 PHILIP M DARIVOFF CHAIRPERSON 3.00 X X 0 0 0 STEPHEN A COZEN FIRST VICE CHAIRPERSON 2.00 X X 0 0 0 ANDREW R HEYER VICE CHAIRPERSON 2.00 X X 0 0 0 THOMAS O KATZ VICE CHAIRPERSON 2.00 X X 0 0 0 MIRIAM SCHNEIROV VICE CHAIRPERSON 2.00 X X 0 0 0 JOSEPH S ZURITSKY VICE CHAIRPERSON 2.00 X X 0 0 0 ELIJAH S DORNSTREICH TREASURER 2.00 X X 0 0 0 LISA B POPOWICH SECRETARY 2.00 X X 0 0 0 LYN M ROSS HONORARY CHAIR 3.00 X X 0 0 0 SUSANNA LACHS ADLER TRUSTEE 2.00 X 0 0 0 ALEC ELLISON TRUSTEE 2.00 X 0 0 0 ABBIE GREEN FRIEDMAN TRUSTEE 2.00 X 0 0 0 ALAN J HOFFMAN TRUSTEE 2.00 X 0 0 0 SHARON TOBIN KESTENBAUM TRUSTEE 2.00 X 0 0 0 ELAINE LINDY TRUSTEE 2.00 X 0 0 0 SEYMOUR MANDELL TRUSTEE 2.00 X 0 0 0 ANNE WELSH MCNULTY TRUSTEE 2.00 X 0 0 0 MITCHELL L MORGAN TRUSTEE 2.00 X 0 0 0 MARK OSTER TRUSTEE 2.00 X 0 0 0 MARC PORTER TRUSTEE 2.00 X 0 0 0 DANIEL PROMISLO TRUSTEE 2.00 X 0 0 0 RONALD RUBIN TRUSTEE 2.00 X 0 0 0 BARBARA SPIRO RYAN TRUSTEE 2.00 X 0 0 0 SHERRIE R SAVETT TRUSTEE 2.00 X 0 0 0 DANIEL SHAPRIO TRUSTEE 2.00 X 0 0 0 LINDY SNIDER TRUSTEE 2.00 X 0 0 0 SHANIN SPECTER TRUSTEE 2.00 X 0 0 0 ROBBI TOLL TRUSTEE 2.00 X 0 0 0 ROY J ZUCKERBERG EX OFFICIO MEMBER (NONVOTING) 2.00 X 0 0 0 HAROLD BERGER TRUSTEE EMERITUS (NONVOTING) 2.00 X 0 0 0 D WALTER COHEN CHAIRMAN EMERITUS (NONVOTING) 2.00 X 0 0 0 GWEN GOODMAN EXEC DIR EMERITA (NONVOTING) 2.00 X 0 0 0 RAYMOND PERELMAN TRUSTEE EMERITUS (NONVOTING) 2.00 X 0 0 0 RUTH SARNER LIBROS PRESIDENT EMERITA (NONVOTING) 2.00 X 0 0 0 SAMUEL J SAVITZ TRUSTEE EMERITUS (NONVOTING) 2.00 X 0 0 0 IVY BARSKY CHIEF EXECUTIVE OFFICER 40.00 X 323378 0 28801 DONALD MAEDCHE CHIEF FINANCIAL OFFICER 40.00 X 129357 0 13643 JAMES GERHDARDT CHIEF ADVANCEMENT OFFICER 40.00 X 184287 0 19576 JACOB WEISSBACH DIRECTOR OF DEVELOPMENT 40.00 X 154325 0 24183 JOSHUA PERELMAN CHIEF CURATOR, DIR OF EXH. 40.00 X 126891 0 22346 YAEL RYTAN DIRECTOR OF MARKETING & CO 40.00 X 104032 0 11580 STEPHEN DONATO DIRECTOR OF INFO SYSTEMS 40.00 X 102337 0 5840 1124607 0 125969 8 0 1 0 ECHELON PROTECTION SURVEILLANCE 542 N LEWIS ROAD STE 103 LIMERICK PA 19468 SECURITY CONTRACT 670948 EMCOR SERVICES 9815 ROOSEVELT BOULEVARD SUITE A PHILADELPHIA PA 19114 ENGINEERING CONTRACT 433295 TUSCANY PROMOTIONS LLC 401 E LAS OLAS BLVD FORT LAUDERDALE FL 33301 GALA ENTERTAINMENT 400000 WAKEBY FIRE ASSOCIATES 22 BATES ROAD STE 295 MASHPEE MA 02649 MEMBERSHIP ACQUISITION AND RENEWAL 285789 ABM JANITORIAL - MIDATLANTIC INC PO BOX 8500 PHILADELPHIA PA 191787401 JANITORIAL 215943 12 1314370 449840 5562519 6407 7326729 ADMISSIONS TO EXHIBITS 713990 457291 457291 FACILITY RENTALS 713990 407960 407960 LUNCH AND CATERING INCOME 713990 88520 88520 MISCELLANEOUS OTHER REVENUE 713990 31902 31902 985673 119580 119580 2112195 2060005 52190 52190 52190 86100 1314370 836634 -750534 -750534 528242 275574 252668 141494 111174 CAFE SALES, NET 713990 21889 21889 21889 8008195 1127167 133063 -578764 527146 340536 109646 76964 2690840 1665644 374763 650433 71074 44028 9982 17064 863182 537043 127166 198973 46300 27704 2885 15711 4527 2709 282 1536 236804 236804 448467 268340 27948 152179 688443 664124 22065 2254 582029 210297 45125 326607 384628 279809 61046 43773 34327 12403 2661 19263 1261844 1261844 2995270 1720881 865913 408476 194609 140983 29923 23703 CONTRACTED SERVICES 1553008 1129782 246484 176742 EXHIBITION COSTS 438641 341982 5341 91318 EXHIBIT MAINT COSTS 333625 242705 52951 37969 STORAGE 151547 110247 24053 17247 550930 319006 83246 148678 14057241 9320067 2091480 2645694 280772 1062690 3647520 1216388 8250462 7258028 115789 78005 250005 216364 71021 10586 112018800 22328497 92618072 89690303 4275239 4501802 109508880 104034166 1376160 1537232 405268 448288 30074849 30156771 31856277 32142291 X 67038587 61153800 5733862 5703083 4880154 5034992 77652603 71891875 109508880 104034166 -6049046 288318 0 X X 0 1 X 1 0 X 4503503 6144097 7163640 6851699 7326729 31989668 4503503 6144097 7163640 6851699 7326729 31989668 3687188 28302480 48598 76800 133784 135658 119580 514420 32504088 5046751 0.87070 0.88710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15182075 15182075 909104 227276 0 0 843006 811700 871323 909104 3435133 5152700 210752 202925 217831 227276 858784 1288176 X X 0 0 4804470 58065 442257 269800 5034992 5254376 12154 -151629 310431 4804470 5397283 21058 12035 176000 5254376 5105858 37034 442391 188000 5397283 4923535 203369 21046 5105858 1.00000 0 0 11354303 11354303 95239128 18127537 77111591 5425369 4200960 1224409 89690303 X 8961259 1124834 1124834 7836425 171770 171770 8008195 10830652 1124834 1124834 9705818 4351423 4351423 14057241 PART III, LINE 1A: THE MUSEUM HAS ADOPTED THE POLICY OF NOT CAPITALIZING EITHER PURCHASED OR DONATED COLLECTION ITEMS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. THE MUSEUM FOLLOWS STANDARD PRACTICE IN THE FIELD IN THE CARE AND DOCUMENTATION OF ITS COLLECTIONS. FULFILLING ITS MISSION TO COLLECT AND PRESERVE THE MATERIAL CULTURE OF AMERICAN JEWS, THE MUSEUM HAS A GROWING COLLECTION WHICH CONSISTS OF MORE THAN 20,000 OBJECTS DOCUMENTING 350 YEARS OF JEWISH LIFE IN THIS COUNTRY. MATERIALS ORIGINATE IN THE AMERICAS AND EUROPE, WITH THE GREATEST PERCENTAGE BEING NORTH AMERICAN IN BOTH MANUFACTURE AND PROVENANCE. A SOCIAL HISTORY APPROACH HAS BEEN APPLIED TO COLLECTING ACTIVITIES SINCE 1991, GIVING PRIORITY TO ACQUISITIONS THAT ENCOMPASS THE DAILY OCCUPATIONAL, DOMESTIC AND COMMUNAL ASPECTS OF AMERICAN JEWISH LIFE. PART III, LINE 4: JEWISH OBJECTS USED TO TELL THE STORY OF FREEDOM. PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF A NUMBER OF GIFTS FOR A VARIETY OF PURPOSES. THESE PURPOSES INCLUDE FUNDING A LECTURE SERIES, MUSEUM DIRECTOR POSITION, AND THE CAPITAL CAMPAIGN AS WELL AS A GENERAL ENDOWMENT TO SUPPORT THE MUSEUM'S OPERATIONS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE MUSEUM AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"); AS AN ORGANIZATION, CONTRIBUTIONS TO WHICH ARE DEDUCTIBLE UNDER SECTION 170(C) OF THE CODE; AND AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY, IF THE MUSEUM HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A GOVERNMENT AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE MUSEUM AND HAS CONCLUDED THAT AS OF JUNE 30, 2017 AND 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE MUSEUM RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF ADMINISTRATIVE EXPENSES. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2017 OR 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 836,634. COST OF GOODS SOLD 288,200. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN 52,190. INTEREST AND DIVIDENDS 119,580. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 836,634. COST OF GOODS SOLD 288,200. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION 2,995,270. INTEREST EXPENSE 1,261,844. ONE-TIME CHARGES 94,309. X X X 1 WAKEBY FIRE & ASSOCIATES 22 BATES ROAD SUITE 295 MASHPEE MA 02649 DIRECT RESPONSE 0 0 285789 -285789 285789 -285789 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY ANNUAL GALA - LOCAL 1400470 1314370 86100 183677 104574 497663 50720 1400470 1314370 86100 183677 104574 497663 50720 836634 -750534 X X 0 0 0 0 0 0 0 0 0 IVY BARSKY CHIEF EXECUTIVE OFFICER 323378 0 0 0 0 0 10600 0 18201 0 352179 0 0 0 JAMES GERHDARDT CHIEF ADVANCEMENT OFFICER 184287 0 0 0 0 0 7287 0 12289 0 203863 0 0 0 JACOB WEISSBACH DIRECTOR OF DEVELOPMENT 154325 0 0 0 0 0 6173 0 18010 0 178508 0 0 0 X 3 6407 HI/LO DATE OF GIFT 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED INTERNALLY BY MANAGEMENT. THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE FOR APPROVAL. ONCE APPROVED BY THE AUDIT COMMITTEE, THE BOARD OF TRUSTEES IS NOTIFIED THAT THE RETURN IS AVAILABLE FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C NMAJH INCORPORATES THEIR CONFLICT OF INTEREST POLICY WITHIN THE CODE OF ETHICS, REVISED AND APPROVED IN 1998. ALL NEW BOARD MEMBERS ARE INTRODUCED TO THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR TERM. NEW BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND ARE SUBMITTED TO MANAGEMENT FOR REVIEW AND FOLLOW-UP, IF REQUIRED. NMAJH REQUIRES ALL BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION IS THROUGH A RECOMMENDATION BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE UTILIZES QUALIFIED THIRD PARTY DATA TO ASSIST IN THE COMPENSATION ANALYSIS AND DETERMINATION. THE BOARD REVIEWS AND APPROVES THE COMMITTEE RECOMMENDATION FOR ALL EXECUTIVE MANAGEMENT INDIRECTLY THROUGH BUDGET REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE UPON REQUEST. FORM 990 PART XII, LINE 2 C THE AUDIT COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. NO CHANGES HAVE BEEN MADE TO THIS PROCESS AS COMPARED TO THE PRIOR YEAR.