2017-02-08T06:20:17-06:00 2016-06-30 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2015-07-01 237379280 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY NATI 2159233812 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 IVY BARSKY CHIEF EXECUTIVE OFFICER 2159233812 2017-02-04 1 HELEN M MARTIN P01330899 2158818800 2015 2021-01-29 14:40:06Z IVY BARSKY 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 10392732 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. 33 33 60 122 125620 -153673 7163640 6851699 843391 978448 157532 38488 189313 -107820 8353876 7760815 0 0 0 0 3909998 4070876 267695 94885 2812217 9056297 9567226 13233990 13732987 -4880114 -5972172 115025224 109508880 31210739 31856277 83814485 77652603 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 8558321 1114809 IN FY2016, THE MUSEUM HOSTED LYLE, LYLE CROCODILE AND FRIENDS: THE ART OF BERNARD WABER, THE FIRST MAJOR EXHIBITION TO EXPLORE WABER'S LIFE AND CAREER. LOCATED IN THE HOMETOWN OF THE BELOVED CHILDREN'S BOOK WRITER AND ILLUSTRATOR, THE MUSEUM ALSO PRESENTED A NUMBER OF PUBLIC PROGRAMS AND EDUCATIONAL EVENTS ASSOCIATED WITH THIS EXHIBITION. THE MUSEUM PROVIDED MORE THAN 100 PROGRAMS AND EVENTS, AND EDUCATIONAL PROGRAMS AND EXPERIENCES SERVING MORE THAN 11,600 STUDENTS WHICH REPRESENTS A 21% INCREASE OVER THE PRIOR YEAR. OUR PUBLIC PROGRAMS REACHED MORE THAN 4,300 ATTENDEES THROUGH 20 PLUS PUBLIC EVENTS. 8558321 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 51 0 1 60 1 1 1 0 0 0 0 1 1 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 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 CO-CHAIRPERSON 3.00 X X 0 0 0 RONALD RUBIN CO-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 MATTHEW KAMENS 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 RICHARD E WITTEN VICE CHAIRPERSON 2.00 X X 0 0 0 JOSEPH S ZURITSKY VICE CHAIRPERSON 2.00 X X 0 0 0 LISA B POPOWICH SECRETARY 2.00 X X 0 0 0 IRA SALIGMAN TREASURER 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 HAROLD BERGER TRUSTEE 2.00 X 0 0 0 ELIJAH S DORNSTREICH TRUSTEE 2.00 X 0 0 0 CARL E DRANOFF 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 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 RAYMOND PERELMAN 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 RICHARD ROTHSCHILD TRUSTEE 2.00 X 0 0 0 DANIEL SHAPIRO 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 BARBARA SPIRO RYAN TRUSTEE 2.00 X 0 0 0 ROBBI TOLL TRUSTEE 2.00 X 0 0 0 ROY J ZUCKERBERG EX OFFICIO MEMBER (NONVOTI 2.00 X 0 0 0 D WALTER COHEN CHAIRMAN EMERITUS (NONVOTI 2.00 X 0 0 0 GWEN GOODMAN EXEC DIR EMERITA (NONVOTIN 2.00 X 0 0 0 RUTH SARNER LIBROS PRESIDENT EMERITA (NONVOTI 2.00 X 0 0 0 SAMUEL J SAVITZ TRUSTEE EMERITUS (NONVOTIN 2.00 X 0 0 0 IVY BARSKY CHIEF EXECUTIVE OFFICER 40.00 X 294406 0 28477 DONALD MAEDCHE CHIEF FINANCIAL OFFICER 40.00 X 135285 0 13414 JAMES GERHDARDT CHIEF ADVANCEMENT OFFICER 0.00 40.00 X 212268 0 22076 JACOB WEISSBACH DIRECTOR OF DEVELOPMENT 0.00 40.00 X 131419 0 22852 JOSHUA PERELMAN CHIEF CURATOR, DIR OF EXH. & COLL 0.00 40.00 X 128507 0 22084 YAEL RYTAN DIRECTOR OF MARKETING & COMMUNICATIONS 40.00 0.00 X 106375 0 11546 STEPHEN DONATO DIRECTOR OF INFO SYSTEMS 40.00 0.00 X 105256 0 6014 1113516 0 126463 8 0 1 0 ECHELON PROTECTION SURVEILLANCE 542 N LEWIS ROAD STE 103 LIMERICK PA 19468 SECURITY CONTRACT 714934 EMCOR SERVICES 9815 ROOSEVELT BOULEVARD SUITE A PHILADELPHIA PA 19114 ENGINEERING CONTRACT 427706 ABM JANITORIAL - MIDATLANTIC INC PO BOX 8500 PHILADELPHIA PA 191787401 JANITORIAL 267870 WAKEBY FIRE ASSOCIATES 22 BATES ROAD STE 295 MASHPEE MA 02649 MEMBERSHIP ACQUISITION AND RENEWAL 237532 TWO CATS MEDIA LTD P O BOX 56316 PHILADELPHIA PA 19130 MEDIA PRODUCTION 213443 5 1823121 72424 4956154 57336 6851699 FACILITY RENTALS 713990 420952 420952 ADMISSIONS TO EXHIBITS 713990 322921 322921 MISCELLANEOUS OTHER REVENUE 713990 150845 150845 LUNCH AND CATERING INCOME 713990 83730 83730 978448 135658 135658 1866077 1963247 -97170 -97170 -97170 52800 1823121 422601 -369801 -369801 489571 246069 243502 136361 107141 CAFE SALES, NET 713990 18479 18479 18479 7760815 1114809 125620 -331313 494816 252356 170712 71748 2695099 1579780 347405 767914 79721 45859 12747 21115 801240 463749 120056 217435 5068 3996 288 784 55500 43761 3158 8581 94885 94885 606090 477890 34492 93708 656928 621090 18821 17017 642619 205443 54293 382883 366039 239704 72601 53734 32074 10254 2710 19110 1196895 1196895 3272308 1701600 1064988 505720 172345 114711 31787 25847 CONTRACTED SERVICES 1553960 1017625 308217 228118 EXHIBITION COSTS 321349 207215 2755 111379 STORAGE 159796 104644 31694 23458 EQUIPMENT LEASES AND MA 132731 61060 25064 46607 393524 210689 60661 122174 13732987 8558321 2362449 2812217 192307 280772 4964847 3647520 9320137 8250462 104450 115789 275640 250005 55278 71021 111951299 19333227 95740603 92618072 4371962 4275239 115025224 109508880 874910 1376160 337901 405268 29997928 30074849 31210739 31856277 X 72983060 67038587 5692475 5733862 5138950 4880154 83814485 77652603 115025224 109508880 -5972172 -189710 0 X X 0 1 X 1 0 X 6517555 4503503 6144097 7163640 6858691 31187486 6517555 4503503 6144097 7163640 6858691 31187486 3100556 28086930 32970 48598 76800 133784 180745 472897 31660383 5435362 0.88710 0.57490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14426450 14426450 871323 217831 0 0 774066 843006 811700 871323 3300095 4950143 193517 210752 202925 217831 825025 1237538 X X 0 0 5254376 12154 -151629 310431 4804470 5397283 21058 12035 176000 5254376 5105858 37034 442391 188000 5397283 4923535 203369 21046 5105858 3807896 1111020 14190 9571 4923535 1.00000 0 0 11354303 11354303 95236498 15369855 79866643 5360498 3963372 1397126 92618072 X 8415790 693463 693463 7722327 38488 38488 7760815 9957247 693463 693463 9263784 4469203 4469203 13732987 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, 2016 AND 2015, 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, 2016 OR 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 422,601. COST OF GOODS SOLD 270,862. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED LOSS -97,170. INTEREST AND DIVIDENDS 135,658. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 422,601. COST OF GOODS SOLD 270,862. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION 3,272,308. INTEREST EXPENSE 1,196,895. X X X 1 WAKEBY FIRE & ASSOCIATES 22 BATES RD STE 295 MASHPEE MA 02649 DIRECT RESPONSE 0 0 237532 -237532 TELEFUND PO BOX 2366 DENVER CO 80201 MEMBERSHIP APPEALS AND RENEWAL 0 0 10333 -10333 247865 -247865 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 441710 428660 13050 5311 69723 40125 64591 ANNUAL GALA -OUT OF TOWN 1434211 1394461 39750 73552 29561 139738 1875921 1823121 52800 78863 69723 69686 204329 422601 -369801 X X 0 0 0 0 0 0 0 0 0 IVY BARSKY CHIEF EXECUTIVE OFFICER 294406 0 0 0 0 0 10600 0 17877 0 322883 0 0 0 JAMES GERHDARDT CHIEF ADVANCEMENT OFFICER 212268 0 0 0 0 0 8391 0 13685 0 234344 0 0 0 JACOB WEISSBACH DIRECTOR OF DEVELOPMENT 131419 0 0 0 0 0 5257 0 17595 0 154271 0 0 0 JOSHUA PERELMAN CHIEF CURATOR, DIR OF EXH. & COLL 128507 0 0 0 0 0 4498 0 17586 0 150591 0 0 0 X 194 SEE PART II X 6 57336 HI/LO DATE OF GIFT 0 1 0 PART I, LINE 33: 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. DONATIONS OF COLLECTION ITEMS ARE NOT RECORDED AS REVENUE. FORM 990, PART VI, SECTION B, LINE 11 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 A COPY OF THE FORM 990 IS SENT TO THE BOARD OF TRUSTEES BEFORE FILING. 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 15 THE PROCESS FOR DETERMINING THE COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS IS THROUGH A RECOMMENDATION BY AN INDEPENDENT AD HOC COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE UTILIZES A QUALIFIED THIRD PARTY TO ASSIST IN THE COMPENSATION ANALYSIS AND DETERMINATION. THE BOARD REVIEWS AND APPROVES COMMITTEE RECOMMENDATIONS. 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.