2018-09-21T15:49:38-05:00 2017-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2017-01-01 363156154 HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC HOLO 8479674800 9603 WOODS DRIVE SKOKIE IL 60077 RANDY WINTERS TREASURER 8479674800 2018-09-18 1 LU ANN TRAPP P01506476 3122071040 2018-09-18 73.73.21.99 2018-09-18 13:55:19 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 75C7EC6AC54A61BA087900A4F9B91D17BA572CD0 2017 2018-06-14 16:35:46Z FRITZIE FRITZSHALL 9603 WOODS DRIVE SKOKIE IL 60077 21556613 0 X WWW.ILHOLOCAUSTMUSEUM.ORG X 1981 IL TO RECORD, REMEMBER, AND EDUCATE THE PUBLIC ABOUT THE HOLOCAUST AND HOW IT RELATES TO CURRENT ISSUES. 62 62 50 300 36864 -32382 13978086 8800202 615011 733723 160522 702943 1959245 789681 16712864 11026549 23452 15517 0 0 2821389 2909539 0 0 1202123 5376343 5492410 8221184 8417466 8491680 2609083 78563912 80511689 25594561 23452637 52969351 57059052 X THE ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER IS DEDICATED TO PRESERVING THE LEGACY OF THE HOLOCAUST BY HONORING THE MEMORIES OF THOSE WHO WERE LOST AND BY TEACHING UNIVERSAL LESSONS THAT COMBAT HATRED, PREJUDICE AND INDIFFERENCE. THE MUSEUM FULFILLS ITS MISSION THROUGH THE EXHIBITION, PRESERVATION AND INTERPRETATION OF ITS COLLECTIONS AND THROUGH EDUCATION PROGRAMS AND INITIATIVES THAT FOSTER THE PROMOTION OF HUMAN RIGHTS AND THE ELIMINATION OF GENOCIDE. 0 0 5034990 333731 THE ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER CONTAINS THE LARGEST COLLECTION IN THE MIDWEST OF MEMORABILIA DONATED BY SURVIVORS AND LIBERATORS OF THE HOLOCAUST. THE MUSEUM, WHICH OPENED ITS DOORS TO THE PUBLIC ON APRIL 19, 2009, IS DEDICATED TO PRESERVING THE MEMORIES OF THOSE LOST IN THE HOLOCAUST AND TEACHING CURRENT GENERATIONS ABOUT THE NEED TO FIGHT HATRED, INDIFFERENCE AND GENOCIDE IN TODAY'S WORLD. 811590 15517 422173 THE MUSEUM FACILITATES SEMINARS, SYMPOSIA, AND TRAINING WORKSHOPS REGARDING HOLOCAUST EDUCATION. THROUGH ITS SPEAKERS' BUREAU, SURVIVORS AND LIBERATORS OF THE HOLOCAUST ARE AVAILABLE TO ADDRESS AUDIENCES REGARDING THE HOLOCAUST. THE MUSEUM OFFERS A WIDE ARRAY OF PUBLIC PROGRAMS INCLUDING COMMEMORATIONS, GUEST SPEAKERS, CONCERTS, AND FAMILY PROGRAMS. DOCENT-LED AND SELF-GUIDED TOURS ARE AVAILABLE TO SCHOOLS, UNIVERSITIES, AND THE GENERAL PUBLIC. 681581 THE MUSEUM HAS FIVE EXHIBITION SPACES: 1) THE ZEV AND SHIFRA KARKOMI EXHIBITION TELLS THE STORY OF THE HOLOCAUST THROUGH OBJECTS AND VOICES OF CHICAGOLAND SURVIVORS FROM PRE-WAR GERMAN LIFE THROUGH THE CONCENTRATION CAMPS TO EVENTUAL LIBERATION. MORE THAN 500 DOCUMENTS, PHOTOGRAPHS, AND ARTIFACTS, INCLUDING A GERMAN RAIL CAR OF THE TYPE USED IN NAZI DEPORTATION PROGRAMS, ILLUSTRATE THE NARRATIVE OF THE HOLOCAUST. THIS EXHIBITION HIGHLIGHTS A COLLECTION OF 27,000 ARTIFACTS THAT THE MUSEUM STEWARDS. 2) MAKE A DIFFERENCE! THE HARVEY L. MILLER FAMILY YOUTH EXHIBITION, IS A STATE-OF-THE-ART, INTERACTIVE EXHIBIT THAT HELPS YOUNGER VISITORS IDENTIFY WHO THEY ARE AS INDIVIDUALS AND LEARN HOW TO MAKE THE PROGRAM SERVICE ACCOMPLISHMENTS: DIFFICULT DECISIONS THAT LEAD TO BEING AN "UPSTANDER" RATHER THAN A BYSTANDER. 3) TAKE A STAND CENTER IS AN IMMERSIVE PERMANENT EXHIBITION WITH A FORWARD-LOOKING EMPHASIS ON MULTIPLE AREAS OF SOCIAL JUSTICE AND AN INTERACTIVE, HOLOGRAPHIC SURVIVOR STORIES EXPERIENCE. FOUR INTERACTIVE GALLERIES GUIDE VISITORS THROUGH SOCIAL JUSTICE ISSUES, EMPOWERING THEM WITH KNOWLEDGE AND INSPIRATION AND REMINDING THEM TO STAND AGAINST HATRED IN ALL ITS FORMS. 4) THE ROOM OF REMEMBRANCE PAYS SPECIAL HOMAGE TO THE SIX MILLION JEWS MURDERED DURING THE HOLOCAUST. 5) THE PRITZKER HALL OF REFLECTION PROVIDES A CONTEMPLATIVE SPACE FOR VISITORS COMPLETING THEIR JOURNEY THROUGH THE MUSEUM 6528161 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 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 50 1 1 1 0 0 0 0 1 1 0 0 0 0 X 62 62 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X ERIC SCHWAGER 8479674831 9603 WOODS DRIVE SKOKIE IL 60077 FRITZIE FRITZSHALL PRESIDENT 1.00 0.00 X X 0 0 0 SAM HARRIS PRESIDENT EMERITUS 1.00 0.00 X X 0 0 0 DAVID GOLDER CHAIR, BOARD OF DIRECTORS 1.00 0.00 X X 0 0 0 AARON ELSTER FIRST VICE PRESIDENT 1.00 0.00 X X 0 0 0 BARBARA STEINER HONONARY VICE PRESIDENT 1.00 0.00 X X 0 0 0 JAMES GOODMAN VICE PRESIDENT 1.00 0.00 X X 0 0 0 JEFFREY HECHTMAN VICE PRESIDENT 1.00 0.00 X X 0 0 0 MITCH GREENBERG VICE PRESIDENT 1.00 0.00 X X 0 0 0 RALPH REHBOCK VICE PRESIDENT 1.00 0.00 X X 0 0 0 RANDY WINTERS TREASURER 1.00 0.00 X X 0 0 0 SUSIE KARKOMI SECRETARY 1.00 0.00 X X 0 0 0 JOHN LYONS ASSISTANT SECRETARY 1.00 0.00 X X 0 0 0 HOWARD SWIBEL LIAISON TO BOARD OF TRUSTEES 1.00 0.00 X X 0 0 0 JOHN ROWE CHAIR, BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 DOUG BANZULY DIRECTOR 1.00 0.00 X 0 0 0 RICH BILLER DIRECTOR 1.00 0.00 X 0 0 0 JOHANNA BRAININ DIRECTOR 1.00 0.00 X 0 0 0 BRIAN BOORSTEIN DIRECTOR 1.00 0.00 X 0 0 0 SIMONA CITRON DIRECTOR 1.00 0.00 X 0 0 0 ROBERT EISENSTADT DIRECTOR 1.00 0.00 X 0 0 0 SCOTT GENDELL DIRECTOR 1.00 0.00 X 0 0 0 ELLEN GLASS DIRECTOR 1.00 0.00 X 0 0 0 TOBY GLICKMAN DIRECTOR 1.00 0.00 X 0 0 0 MIRIAM GOLDBERGER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL GRAY DIRECTOR 1.00 0.00 X 0 0 0 DEDE HARRIS DIRECTOR 1.00 0.00 X 0 0 0 PAMELA HOLLANDER DIRECTOR 1.00 0.00 X 0 0 0 DOVIE HORVITZ DIRECTOR 1.00 0.00 X 0 0 0 JEFF JACOBS DIRECTOR 1.00 0.00 X 0 0 0 MIKE JACOBY DIRECTOR 1.00 0.00 X 0 0 0 EZRA JAFFE DIRECTOR 1.00 0.00 X 0 0 0 STANLEY JASPAN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT KALMAN DIRECTOR 1.00 0.00 X 0 0 0 CALVIN KANTER DIRECTOR 1.00 0.00 X 0 0 0 IDA KERSZ DIRECTOR 1.00 0.00 X 0 0 0 HARLEY KORMAN DIRECTOR 1.00 0.00 X 0 0 0 JULIE KREAMER DIRECTOR 1.00 0.00 X 0 0 0 EILEEN KUGMAN DIRECTOR 1.00 0.00 X 0 0 0 GERRY LADERMAN DIRECTOR 1.00 0.00 X 0 0 0 JORDAN LAMM DIRECTOR 1.00 0.00 X 0 0 0 ELLIOT LEFKOVITZ DIRECTOR 1.00 0.00 X 0 0 0 BOB LEVINE DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL MALING DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL MARCOVICI DIRECTOR 1.00 0.00 X 0 0 0 LESLIE MEISNER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL NORTMAN DIRECTOR 1.00 0.00 X 0 0 0 JOHN OTOOLE DIRECTOR 1.00 0.00 X 0 0 0 LANGER PAUL DIRECTOR 1.00 0.00 X 0 0 0 JEFFRY PFEFFER DIRECTOR 1.00 0.00 X 0 0 0 MARK PINSKY DIRECTOR 1.00 0.00 X 0 0 0 ANDREW POTICHA DIRECTOR 1.00 0.00 X 0 0 0 JAMES RABINOWITZ DIRECTOR 1.00 0.00 X 0 0 0 SANDY REBITZER DIRECTOR 1.00 0.00 X 0 0 0 ABBEY ROMANEK DIRECTOR 1.00 0.00 X 0 0 0 RICK SALOMON DIRECTOR 1.00 0.00 X 0 0 0 ALLISON SATYR DIRECTOR 1.00 0.00 X 0 0 0 ADAM SCHECTER DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW SEIDNER DIRECTOR 1.00 0.00 X 0 0 0 LILO SHARON DIRECTOR 1.00 0.00 X 0 0 0 LIZA SILBERT DIRECTOR 1.00 0.00 X 0 0 0 JULIE SMOLYANSKY DIRECTOR 1.00 0.00 X 0 0 0 LEON STEIN DIRECTOR 1.00 0.00 X 0 0 0 RICK STRUSINER DIRECTOR 1.00 0.00 X 0 0 0 JILL TAKIFF HIRSH DIRECTOR 1.00 0.00 X 0 0 0 EVA THALHEIMER DIRECTOR 1.00 0.00 X 0 0 0 OLGA WEISS DIRECTOR 1.00 0.00 X 0 0 0 LIZ XILAS DIRECTOR 1.00 0.00 X 0 0 0 ADELE ZAVEDUK DIRECTOR 1.00 0.00 X 0 0 0 SUSAN L ABRAMS CHIEF EXECUTIVE OFFICER 40.00 0.00 X 357422 0 43448 KENNETH COOPER VP OF DEVELOPMENT 40.00 0.00 X 252407 0 24833 ERIC SCHWAGER VP OF FINANCE AND OPERATIONS 40.00 0.00 X 159546 0 4872 SHOSHANA L BUCHHOLZ-MILLER VP OF EDUCATION AND EXHIBITIONS 40.00 0.00 X 141173 0 0 910548 0 73153 4 0 1 0 USC SHOAH FOUNDATION ATTN TINA MINH LEAVEY LIBRARY LOS ANGELES CA 300892571 TECHNOLOGY 1025000 RAVENSWOOD STUDIO INC 6900 NORTH CENTRAL PARK AVENUE LINCOLNWOOD IL 60712 CONSTRUCTION 703909 GALLAGHER AND ASSOCIATES LLC 8665 GEORGIA AVE SILVER SPRING MD 20910 EXHIBITION DESIGN 547805 APEX3 SECURITY (FKA LEVY SECURITY CORP 1535 BRANDY PARKWAY STREAMWOOD IL 60107 SECURITY SERVICES 224845 ALERTEC PROFESSIONAL SECURITY SERVICES 7800 WEST HIGGINS UNIT A CHICAGO IL 60631 SECURITY SERVICES 156643 6 249610 1675172 6875420 1249461 8800202 ADMISSIONS INCOME 611710 677829 677829 OTHER PROGRAMS 611710 39115 39115 SPEAKER INCOME 611710 16779 16779 733723 828895 828895 9019503 9145455 -125952 -125952 -125952 953452 1675172 948300 5152 5152 1075000 349516 725484 725484 145838 86793 59045 22181 36864 11026549 755904 36864 1433579 15517 15517 842528 312597 176143 353788 1880408 1147925 214516 517967 186603 109759 20768 56076 38150 38150 24000 24000 104814 104814 163678 93365 44557 25756 344513 344513 52689 52689 234096 234096 931940 931940 44758 15239 24489 5030 798417 798417 1598577 1598577 195589 121829 24275 49485 SPECIAL EXHIBITIONS 295281 295281 EDUCATION 270850 270850 MUSEUM OPERATIONS 105160 63530 41630 BANK CHARGES AND LOC FE 96190 96190 193708 25847 15470 152391 8417466 6528161 687182 1202123 1598877 1671491 2084062 2514011 14764059 11939157 12583 17873 686449 685084 53449 41661 762820 707665 53357069 14277148 37670113 39079921 20931500 23854826 78563912 80511689 656044 507029 283693 204608 22809969 21228370 1844855 1512630 25594561 23452637 X 36537859 43610646 16279189 13282035 152303 166371 52969351 57059052 78563912 80511689 X 2609083 1131683 348934 X 0 1 X 1 0 X 4094681 6590202 12915723 13978086 8800202 46378894 4094681 6590202 12915723 13978086 8800202 46378894 11720094 34658800 829527 792786 712333 748664 828895 3912205 50291099 16348557 0.68920 0.65440 X 0 0 0 0 0 0 0 0 1 24000 24000 0 PART II-B, LINE 1: A RETAINER FOR A LAW FIRM WHICH ASSISTED THE ORGANIZATION IN SECURING GRANTS FROM THE STATE. THE LAW FIRM MAINTAINS CONTACT WITH THE STATE LEGISLATURE CONCERNING BOTH CURRENT AND POSSIBLE FUTURE GRANTS FROM THE STATE. X X X X 0 0 162736 14068 4005 180809 154297 3650 4789 162736 150361 436 3500 154297 99468 49961 932 150361 98256 1212 99468 0.00000 0.92010 0.07990 0 0 47395389 12561983 34833406 1723717 1630215 93502 4237963 84950 4153013 39079921 DEFERRED COMPENSATION 841503 INTEREST RATE SWAP MARKED TO MARKET 671127 1512630 14026775 1131683 135000 1733543 3000226 11026549 0 11026549 9937074 135000 1384609 1519609 8417465 0 8417465 PART III, LINE 1A: THE VALUE OF THE FOUNDATION'S COLLECTIONS IS NOT INCLUDED IN THE FINANCIAL STATEMENTS. THE COST OF OBJECTS PURCHASED IS REPORTED AS OTHER CHANGES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE FOUNDATION'S POLICY IS TO MAINTAIN AND CONTINUE TO ACQUIRE MATERIAL EVIDENCE, ART, AND ARTIFACTS OF VICTIMS AND SURVIVORS OF THE HOLOCAUST (PRINCIPALLY 1933 TO 1945). FROM TIME TO TIME, OBJECTS MAY BE SOLD IN ACCORDANCE WITH THE FOUNDATION'S COLLECTION MANAGEMENT POLICY. DEACCESSION, THE PROCESS USED TO PERMANENTLY REMOVE AN OBJECT FROM THE FOUNDATION'S COLLECTION, MAY RESULT ONLY IF CERTAIN CONDITIONS HAVE BEEN MET. ALL PROCEEDS REALIZED FROM DEACCESSIONS ARE ALLOCATED TO PURCHASE OTHER OBJECTS FOR THE FOUNDATION'S COLLECTION. PART III, LINE 4: THE MUSEUM CONTAINS THE LARGEST MIDWEST COLLECTION OF MEMORABILIA DONATED BY SURVIVORS AND LIBERATORS FOR THE HOLOCAUST AND IS OPEN TO THE GENERAL PUBLIC. THAT COLLECTION FACILITATES THE MUSEUM'S PRIMARY MISSION OF REMEMBRANCE AND EDUCATION ABOUT THE HOLOCAUST. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR EDUCATIONAL PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 86,793. UNREALIZED GAIN FROM INTEREST RATE SWAP 348,934. DIRECT SPECIAL EVENT EXPENSE 1,297,816. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 1,297,816. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 86,793. ANNUAL DINNER 2184172 1425496 758676 435468 294405 WLC EVENT 202166 73766 128400 47893 119865 2 242286 175910 66376 5963 44706 2628624 1675172 953452 489324 458976 948300 5152 1075000 128141 221375 1 0.20000 1075000 128141 221375 349516 725484 IL 1 0 1 0 1.00000 ERIC SCHWAGER 9603 WOODS AVENUE SKOKIE IL 60077 0 LORIE FAGENHOLZ 6700 OVERALL SUPERVISION AND MANAGEMENT OF EVENT X 0 X X X 0 0 0 0 0 0 0 1 0 SUSAN L ABRAMS CHIEF EXECUTIVE OFFICER 258621 0 76800 0 22001 0 16709 0 26739 0 400870 0 16223 0 KENNETH COOPER VP OF DEVELOPMENT 206149 0 46000 0 258 0 0 0 24833 0 277240 0 0 0 ERIC SCHWAGER VP OF FINANCE AND OPERATIONS 152992 0 6500 0 54 0 0 0 4872 0 164418 0 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS RECEIVED BONUSES BASED ON PERFORMANCE AND ACHIEVING ESTABLISHED BENCHMARKS OF THE ORGANIZATION. THESE BONUSES ARE APPROVED BY THE BOARD OF DIRECTORS. A VILLAGE OF MORTON GROVE 366006007 619271AA7 2006-12-20 28500000 ACQUISITION, CONSTRUCTION, AND EQUIPPING OF MUSEUM 0 0 0 A 7070000 2009 0 0 0 0 A 0 0 0 0 0.01500 0.01500 0 0 1 A 0 0 0 0 1 1 FIFTH THIRD BANK 4.000000000000 0 0 0 0 1 A 1 X 35 0 X 35 1073294 NYSE X 1204 0 X GIFT CERTIFICATES AND TICKETS 86 106526 FAIR MARKET VALUE X JEWELRY 3 50466 FAIR MARKET VALUE X EQUIPMENT 3 10352 FAIR MARKET VALUE X MISCELLANEOUS 5 6156 FAIR MARKET VALUE X TRANSPORTATION 1 2667 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 33: A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, RELATED TO THE NON-CASH DONATIONS OF ART AND HISTORICAL ARTIFACTS BECAUSE THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116. FORM 990, PART VI, SECTION A, LINE 2 SAMUEL HARRIS, PRESIDENT EMERITUS DEDE HARRIS, DIRECTOR FAMILY RELATIONSHIP FRITZIE FRITZSHALL, PRESIDENT EILEEN KUGMAN, DIRECTOR FAMILY RELATIONSHIP DEDE HARRIS, DIRECTOR CALVIN KANTER, DIRECTOR FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION SHALL HAVE A BOARD OF TRUSTEES WHICH SHALL HAVE THE AUTHORITY AND POWER TO: (I) ESTABLISH INVESTMENT POLICY AND GUIDELINES FOR THE CORPORATION; (II) REVIEW AND EITHER APPROVE OR REJECT THE ANNUAL BUDGET PROPOSED BY THE BOARD OF DIRECTORS; (III) REVIEW THE QUARTERLY OPERATING RESULTS; (IV) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATIONS OF THE BOARD REGARDING PROPOSALS FOR BUDGETARY EXCEPTIONS AND CAPITAL PROJECTS FOR ANY SINGLE ITEM IN EXCESS OF $500,000 OR ANY SERIES OF RELATED ITEMS AGGREGATING IN EXCESS OF $500,000; AND (V) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATION BY THE BOARD OF DIRECTORS FOR THE HIRING OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. ALL VOTING MEMBERS OF THE GOVERNING BODY ARE SENT A COPY OF THE FORM 990 PRIOR TO FILING THE RETURN. FINAL APPROVAL IS GIVEN BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE EXECUTIVE COMMITTEE FOR POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE CHIEF EXECUTIVE OFFICER SALARY UPON HIRE AND ALSO REVIEWS AND APPROVES HER COMPENSATION ON AN ANNUAL BASIS. A SALARY SURVEY IS USED TO ANALYZE THE MARKET VALUE OF COMPARABLE POSITIONS WITH SIMILAR ORGANIZATIONS. THE SAME COMPENSATION REVIEW PROCESS IS UTILIZED FOR ALL DEPARTMENT HEADS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES OR AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE SWAP 348,934.