2017-05-12T16:09:21-05:00 2016-06-30 GRANT THORNTON LLP 101 CALIFORNIA STREET SUITE 2700 SAN FRANCISCO CA 94111 990 2015-07-01 470920831 The Contemporary Jewish Museum % KERRY KING CONT 4156557800 736 Mission Street San Francisco CA 94103 KERRY KING COO 4156557800 2017-05-11 true rosemarie brown P01278077 4159863900 2015 2021-01-29 14:40:06Z Lori Starr 736 Mission Street San Francisco CA 94103 19617795 false X www.thecjm.org X 2003 CA The CJM makes the diversity of the Jewish experience relvant for a 21st century audience through innovative exhibitions and programs that educate, challenge, and inspire. 44 44 155 150 12138 -24164 7761480 5388124 378339 519252 2751099 4380859 107121 157792 10998039 10446027 0 0 0 0 3395951 3658197 168235 202363 1639058 6383591 6639705 9947777 10500265 1050262 -54238 107644278 100387272 46770360 46546001 60873918 53841271 X The Contemporary Jewish Museum ("The CJM") makes the diversity of the Jewish experience relevant for a twenty-first century audience. We accomplish this through innovative exhibitions and programs that educate, challenge, and inspire. false false 7272084 0 736310 See Schedule O 7272084 true true false false false false false true false true true true false true true true true false false false false false false true true false false false false true true false false false false false false false false false false true false false false false false false false false true 88 0 true 155 true true true false false false false true true false false false false X 44 44 false false false false false false false true true false false true true true true true true true true true true CA X KERRY KING 4156557813 736 MISSION STREET San Francisco CA 94103 Wendy Kesser Yanowitch Chair 5.0 0.0 X X 0 0 0 Nathan Brill Vice President of the Board 5.0 0.0 X X 0 0 0 Nellie Levchin Vice President of the Board 5.0 0.0 X X 0 0 0 Shana Nelson Middler Vice President of the Board 5.0 0.0 X X 0 0 0 Mark Schlesinger Immediate Past Chair 5.0 0.0 X X 0 0 0 Jamie Weinstein Treasurer 5.0 0.0 X X 0 0 0 Dorothy Saxe Secretary 5.0 0.0 X X 0 0 0 Judith Aptekar Trustee 1.0 0.0 X 0 0 0 Matthew Barton Trustee 1.0 0.0 X 0 0 0 Matt Berler Trustee 1.0 0.0 X 0 0 0 Yamilee Bermingham Trustee 1.0 0.0 X 0 0 0 Naomi Caspe Trustee 1.0 0.0 X 0 0 0 Dana Corvin Trustee 1.0 0.0 X 0 0 0 Sally-Ann Fain Epstein Trustee 1.0 0.0 X 0 0 0 Elliott Felson Trustee 1.0 0.0 X 0 0 0 Sanford Hartman Trustee 1.0 0.0 X 0 0 0 Ellen Kahn Trustee 1.0 0.0 X 0 0 0 Deborah A Kay Trustee 1.0 0.0 X 0 0 0 Stuart Kogod Trustee 1.0 0.0 X 0 0 0 David Krane Trustee 1.0 0.0 X 0 0 0 Stephen Leavitt MD Trustee 1.0 0.0 X 0 0 0 David Levine Trustee 1.0 0.0 X 0 0 0 Alvin Levitt Trustee 1.0 0.0 X 0 0 0 Joyce Linker Trustee 1.0 0.0 X 0 0 0 Siesel Maibach Trustee 1.0 0.0 X 0 0 0 Alan Mark Trustee 1.0 0.0 X 0 0 0 Glenn Meyers Trustee 1.0 0.0 X 0 0 0 Phyllis Moldaw Trustee 1.0 0.0 X 0 0 0 Alexandra Moses Trustee 1.0 0.0 X 0 0 0 Alison Gelb Pincus Trustee 1.0 0.0 X 0 0 0 Barbara Ravizza Trustee 1.0 0.0 X 0 0 0 Michael Righi Trustee 1.0 0.0 X 0 0 0 Antony Ritch Trustee 1.0 0.0 X 0 0 0 Marci Rosenfeld Trustee 1.0 0.0 X 0 0 0 Beth Rubenstein Trustee 1.0 0.0 X 0 0 0 Shelli Semler Trustee 1.0 0.0 X 0 0 0 Esther Sherman Trustee 1.0 0.0 X 0 0 0 Eta Somekh Trustee 1.0 0.0 X 0 0 0 Ruth Stein Trustee 1.0 0.0 X 0 0 0 Michael Steinberg Trustee 1.0 0.0 X 0 0 0 Roselyne C Swig Trustee 1.0 0.0 X 0 0 0 Marilyn Waldman Trustee 1.0 0.0 X 0 0 0 Howard Wollner Trustee 1.0 0.0 X 0 0 0 Ronald Wornick Trustee 1.0 0.0 X 0 0 0 Lori Starr Executive Director 40.0 0.0 X 305610 0 40614 Kerry King Chief Operating Officer 40.0 0.0 X 197361 0 20094 Reynold Pritikin Chief Curator 40.0 0.0 X 127858 0 3978 630829 0 64686 3 false true false ProTech Security Services 180 Montgomery Street Suite 750 SAN FRANCISCO CA 94104 Security 805956 Grant Thornton LLP PO Box 51552 LOS ANGELES CA 90051 Audit & Tax 108615 2 379423 162546 104810 4741345 499349 5388124 ADMISSIONS 712110 426493 426493 OTHER RELATED REVENUE 900099 92759 92759 519252 704748 704748 0 0 471182 468595 2587 0 2587 2587 11994440 8318329 3676111 3676111 3676111 105576 162546 176980 -71404 -71404 0 428560 207864 220696 211145 9551 MISCELLANEOUS 900099 5913 5913 5913 10446027 736310 12138 4309455 X 0 0 0 0 566429 356925 96218 113286 0 2477285 1841132 336707 299446 22336 17043 142 5151 350307 251253 20846 78208 241840 184986 12111 44743 0 32907 32907 95735 95735 0 202363 202363 81661 81661 1692625 1320029 185789 186807 174753 120123 22592 32038 581456 322610 128623 130223 0 0 317697 230884 44181 42632 42519 35622 2175 4722 0 0 1619175 1173902 226684 218589 0 1230203 891897 172228 166078 106635 3417 103218 EXHIBITION LOAN FEES 201684 201684 REPAIRS AND MAINTENANCE 182619 125893 19703 37023 CATERING 117986 41514 4592 71880 EXHIBITION SUPPLIES 70804 70804 91246 82366 3011 5869 10500265 7272084 1589123 1639058 3000 3000 2311510 5377780 4130293 3602305 0 0 0 0 0 0 0 0 119110 138285 276829 439436 51437211 12956856 39571459 38480355 26411925 18365767 20409347 18731228 0 0 0 0 14410805 15249116 107644278 100387272 584022 665943 0 0 267790 274960 41758000 40632000 0 0 0 0 0 0 0 0 4160548 4973098 46770360 46546001 X 29498266 23373821 13546409 12574684 17829243 17892766 60873918 53841271 107644278 100387272 X -54238 -5889901 -1088508 X false true X true false X 5592811 5343619 4823060 7761480 5388124 28909094 0 0 5592811 5343619 4823060 7761480 5388124 28909094 4540592 24368502 1060316 1105903 997642 889207 704748 4757816 24840 51215 56416 24985 12138 169594 0 33836504 4826454 0.72018 0.79980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 27199860 4425055 -986324 1400000 29238591 27505319 2060303 1031336 3397098 27199860 26471672 624369 3944773 3535495 27505319 25962844 118447 2526982 2136601 26471672 26465723 738321 8800 1250000 25962844 0.37370 0.61200 0.01430 true false 1231937 1231937 46532245 9362658 37169587 3673029 3594198 78831 38480355 ENDOWMENT FUND - JCF 10569212 F FARALLON CAPITAL 1684458 F FINTAN INVESTMENTS 12929 F METROPOLITAN REAL ESTATE PTNRS 418913 F PINEHURST INSTITUTIONAL, LTD. 3145559 F TITAN MASTERS INTL FUND 2900157 F 18731228 BEN. INTEREST REMAINDER TRUST 13837179 BOND ISSUANCE COSTS 400858 OTHER ASSETS 245095 OTHER RECEIVABLES 4195 ACCRUED INTEREST RECEIVABLE 11789 RECEIVABLE - REDEMPTION OF INV 750000 15249116 0 INTEREST RATE SWAP LIABILITY 4819154 RETIREMENT BENEFIT OBLIGATION 153944 4973098 X 4261947 -5889901 22551 -1088508 -6955858 11217805 81661 -853439 -771778 10446027 11294594 22551 853439 875990 10418604 81661 81661 10500265 Financial Statement Footnote - Collections Schedule D, Part III, Line 1a: The Museum is presently, and for the foreseeable future, a non-collecting institution. The Museum's permanent collections consist of art donated in its earlier history as the Jewish Community Museum. These works of art were acquired through purchases or contributions and are not recognized as assets in the accompanying statements of financial position. Each work of art is inventoried and cared for, and activities verifying the collections' integrity are performed. Purchases of art (accessions) are recorded as decreases in the appropriate net asset class in the year in which the items are acquired. Proceeds from deaccessions or insurance recoveries are required to be used to acquire other works of art. Such proceeds are reflected as increases in the appropriate net asset class. There were no accessions or deaccessions of works of art during the fiscal years that ended June 30, 2016 and 2015. Description of the Organization's Collections Schedule D, Part III, Line 4: The Museum is a non-collecting institution. The existing collection consists of different forms of Judaica. These pieces are occasionally displayed in exhibitions which offer education in Jewish art and culture. Intended Use of Endowment Funds Schedule D, Part V, Line 4: The organization maintains endowments as a means to provide a predictable stream of funding to support its programs. FIN 48 (ASC 740) Footnote Schedule D, Part X, Line 2: The Museum is a not-for-profit organization that has been recognized by the Internal Revenue Service as an organization that is exempt from income tax pursuant to Internal Revenue Code Section 501(c)(3) on its income other than unrelated business income. The Museum has also been recognized by the Franchise Tax Board as an organization that is exempt from income tax pursuant to California Revenue and Tax Code Section 23701(d) on its income other than unrelated business income. As required by GAAP, the Museum has identified and evaluated its significant tax positions for which the statute of limitations remain open and determined that there is no material unrecognized benefit or liability to be recorded. The open tax years are generally the years ended June 30, 2012 through June 30, 2016 for federal tax purposes and the years ended June 30, 2011 through June 30, 2016 for California purposes. There have been no material changes in unrecognized benefits as of June 30, 2016 and 2015, nor are any material changes anticipated in the twelve months following June 30, 2016. There have been no related tax penalties or interest, which would be classified as tax expense in the statement of activities. Reconciliation of Revenues per Audited Financial Statements with Return Schedule D, Part XI, Line 2d: Change in Value of Beneficial Int. in Remainder Trust ($314,266) Unrealized Loss on Swap Agreements ($774,242) Schedule D, Part XI, Line 4b: Rental Expenses ($468,595) Fundraising Event Expenses ($176,980) Cost of Goods Sold ($207,864) Reconciliation of Expenses per Audited Financial Statements with Return Schedule D, Part XII, Line 2d: Rental Expenses $468,595 Fundraising Event Expenses $176,980 Cost of Goods Sold $207,864 X X X X X true The Lukens Company 2800 Shirlington Road Arlington VA 22206 Consultant false 379423 110448 268975 Marts Lundy 1200 Wall Street West Lyndhurst NJ 07071 Consultant false 0 91915 0 379423 202363 268975 CA FAMILY GALA 211096 162546 48550 3409 37898 5250 62023 EXODUS PARTY 42026 42026 4323 31631 2550 12500 1 15000 15000 17396 268122 162546 105576 7732 69529 7800 91919 176980 -71404 Amounts Paid to Professional Fundraisers Schedule F, Part I, Line 2b: The Lukens Company performs additional services beyond fundraising related to contributions. All fees and direct revenues associated with these services are represented. Indirect revenues resulting from services are not represented. X true true X X X X X false false false false false false false false false Lori Starr Executive Director 293568 0 0 0 12042 0 7000 0 33614 0 346224 0 0 0 Kerry King Chief Operating Officer 196393 0 0 0 968 0 0 0 20094 0 217455 0 0 0 Discretionary Spending Account Schedule J, Part I, Line 1a: The Executive Director received a discretionary spending account in the form of an auto allowance. The amount is reported in other reportable compensation in Schedule J, Part II, Column (B)(iii). A California Infrastucture and Economic Dev Bank 630304653 2013-06-26 43810000 Refund 2006 Bonds & Capital Exp. false false false A 0 0 43810000 0 0 0 454688 0 0 208741 43146571 0 true false true true A false true true true false 0.00000 0.00000 0.00000 false false 0.00000 false true A false false false true true true Bank of america NA 20. false false false 0 false true A true Refund of Previous Issuance Schedule K, Part I, Column F: The 2013 bond was used to refund a 2006 bond originally issued on June 29, 2006. Date of Rebate Computation Schedule K, Part IV, Line 2c: The rebate computation for the 2013 bond was last performed on August 13, 2013. X 8 475616 FMV X Wine/Spirits 3 8255 Cost/Selling Price X Supplies 4 15478 Cost/Selling Price 0 false true false Schedule M, Part I, Column (b): The organization is reporting the number of contributions received in Schedule M, Part I, Column (B). Program Service Activity Form 990, Part III, Line 4a: The Contemporary Jewish Museum ("The CJM") presents exhibitions and programs that explore Jewish art, culture, history, and ideas. In a dynamic setting and from a diversity of perspectives, the museum inspires artistic excellence, learning, and scholarship. It engages and sustains audiences of all ages and backgrounds through dialogue and collaboration. The CJM celebrates the vitality of contemporary society and explores the creativity, traditions, and social values of Jewish life. Lively artistic and educational programs, centered around art, music, discussions and film, invite people of all ages, backgrounds and interests to connect with one another and gain a greater understanding of diverse cultures and the Jewish experience. In the eight years since opening its new facility, the museum has become well-known for its groundbreaking exhibitions and innovative education programs that build bridges of understanding between the Jewish people and those of other faiths. It has become a family destination for creative discovery, story sharing, and fun. The CJM continues to advance in its ability to effectively engage online audiences through new social media and marketing strategies, as evidenced by continuing growth of Instagram and Twitter followers, and increasing Facebook subscribers. The CJM website reached 222,488 visitors, with approximately 70% of users logging on to the site for the first time. A new website design (completed in November 2016) offers more opportunities for visitor interaction, and improved mobile capabilities. Exhibitions: With a focus on increasing the museums reach, impact and international reputation, program accomplishments included the following extraordinary exhibitions over the past year (including original and curated CJM exhibitions and traveling exhibitions) viewed by 115,000 visitors: "Lamp of the Covenant" Lobby Installation by Dave Lane March 1, 2015Ongoing "In That Case: Havruta in Contemporary Art - Anthony Discenza and Peter Straub" April 30-July 14, 2015 "Night Begins the Day: Rethinking Space, Time, and Beauty" June 18September 20, 2015 "Amy Winehouse: A Family Portrait" July 23-November 1, 2015 "You Know I'm No Good" July 23-November 1, 2015 "Pour Crever by Trimpin" September 24, 2015September 1, 2016 "NEAT: New Experiments in Art and Technology" Oct 15, 2015Jan 17, 2016 "Chasing Justice" November 19, 2015February 21, 2016 "Roman Vishniac Rediscovered" February 11May 30, 2016 "In That Case: Havruta in Contemporary Art - Jenny Odell and Philip Buscemi" Jan 28Jul 5, 2016 "Bill Graham and the Rock & Roll Revolution" Mar 17July 5, 2016 "Stanley Kubrick: The Exhibition" Jun 30Oct 30, 2016 "Torah Tour and The People's Torah" April 2011Ongoing Exhibitions "Amy Winehouse: A Family Portrait"Night Begins Day: Rethinking Space, Time and Beauty" were named one of the best exhibitions of 2015 by theculturetrip.com and squarecylinder.com, respectively. The opening for "Bill Graham: Rock and Roll Revolution" was the highest attended opening in past years with over 860 people celebrating the Bay Area rock legend. Education Programs: The CJMs exhibitions are complemented by a robust range of educational programming that furthers The Museums mission to provide learning opportunities for school children, families, teachers and youth. Again in FY 2016, 13% of The CJMs overall audience was families, almost twice the national average for family attendance at art museums, according to the Morey Group, a national marketing research firm that specializes in museums. Through education programs for schools, teachers, youth, and families, The CJM serves more than 19,000 individuals annually. School and Teacher Programs: The CJM works closely with public, private, and Jewish Day Schools to ensure a mix of educational programming that aligns with California State Curriculum Standards as well as the curricular goals of each school. The CJM provides grade appropriate curricula and activities for preschool through 12th grade as most art museums in the region tailor their education programs for students in grades 2 through 12. Programs include the following: - Guided Exhibition Tours - Hands-On Art - Zim Zoom Family Room - Ezra Jack Keats Student Bookmaking Competition on the West Coast - Educators Open Houses - Teacher Professional Development Workshops - University Tours - School Partnership Program - Outreach to Schools and Teachers Direct communications with teachers, informal educators, and school administrators is an essential component of The CJMs School and Teacher Programs. Ongoing communications tools include: - The CJM Website - Quarterly Teacher eNews - Education Postcards - Electronic News Blasts - Teacher Resource Fairs Family Programs: The CJM has made family engagement a priority through multiple program offerings, outreach, and accessibility. Most programs are free with the price of admission, which is always free for youth 18 and under, and are designed to engage both parents and children in hands on exploration of the arts and Jewish traditions. Programs include: - Drop-In Family Art-Making - Preschool Super Fun Sundays - Family Gallery Adventures - ARTpacks - Library Partnerships - Access Gallery Tours - Gallery Art Carts Form 990 Review Process Form 990, Part VI, Section B, Line 11b: The Board of Trustees delegated review and approval of the Form 990 to the Audit Committee. Grant Thornton LLP and the organization's finance staff work together to gather the required information necessary to complete the form. The initial draft Form 990 is reviewed by Grant Thornton LLP and the organization's management. After the form is discussed and reviewed, recommended changes are reflected on the form and an updated Form 990 is prepared. The Audit Committee reviews the udpated Form 990 and, once satisfied with the return, the Audit Committee approves the return for filing with the IRS. The Audit Committee further reviews the Form 990 with the Finance Committee and then provides a complete copy of the form to the Board of Trustees prior to it being filed with the IRS. Monitoring and Enforcement of Conflict of Interest Policy Form 990, Part VI, Section B, Line 12: The Museum has a Conflict of Interest Policy that covers Trustees and the principal officers of the Museum and each member of a committee with Board-delegated powers. The policy provides for a systematic and ongoing process requiring individuals who have decision-making responsibilities to disclose and address potential and actual conflicts of interest. Covered individuals are required to complete an annual statement disclosing any conflicts of interest and have a duty to update the disclosure for any potential conflicts of interest that arise during the year. Each Trustee and principal officer of the Museum and each member of a committee with Board-delegated powers annually completes and signs the Conflict of Interest Statement and Disclosure Form. To ensure the Museum operates in a manner consistent with its charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews are conducted. The periodic reviews, at a minimum, include the following: (a) Review of compensation arrangements and benefits, or acquisition or de-acquisition of Museum property with disqualified persons and interested directors, if any to ensure that the transactions are reasonable, based on competent survey information, and the result of arm's length bargaining. (b) Review of partnerships, joint ventures, and arrangements with management organizations, if any, to ensure that the arrangements conform to the Museum's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit, in an excess benefit transaction, or in a self-dealing transaction. When conducting the periodic reviews as above provided, the Museum may, as necessary, use outside experts. If outside experts are used, their use does not relieve the Board of its responsibility for ensuring that periodic reviews are conducted. Process for Determining Compensation of Executive Director & Key Employees Form 990, Part VI, Section B, Lines 15a and 15b: For changes in compensation for the Executive Director and Chief Operating Officer, the Board delegated review and approval to the Executive Committee. This Committee compared the proposed salary and benefits to salaries and benefits paid by similarly-situated organizations for functionally-comparable positions in the San Francisco Bay Area. For other key employees, the Executive Director and Chief Operating Officer conduct reviews of comparable positions and approve salaries and benefits. Documents Made Available to the Public Form 990, Part VI, Section C, Line 19: The governing documents, conflict of interest policy, and financial statements are not made available to the public. Other Changes in Net Assets Form 990, Part XI, Line 9: The other changes in net assets consists of an unrealized loss on swap agreements of ($774,242) and a change in the value of the beneficial interest in a remainder trust of ($314,266). FORM 990 PART IX LINE 11G DESCRIPTION:SECURITY SERVICES TOTAL FEES:830556 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE CONTRACTORS TOTAL FEES:426612 FORM 990 PART IX LINE 11G DESCRIPTION:JANITORIAL FEES TOTAL FEES:271542 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANTS' FEES TOTAL FEES:163915