2016-05-12T14:30:45-05:00 2015-06-30 131639826 EISNERAMPER LLP 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2014-07-01 237379280 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY NATI 2159233812 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 IVY BARSKY CHIEF EXECUTIVE OFFICER 2159233812 2016-05-12 1 HELEN M MARTIN P01330899 2158818800 2014 2016-08-17 19:52:53Z IVY BARSKY 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 9752444 0 X WWW.NMAJH.ORG X 1976 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 57 139 160565 -175661 6119097 7163640 807810 843391 131969 157532 -123720 189313 6935156 8353876 0 0 0 0 3684830 3909998 280626 267695 1894185 9894661 9056297 13860117 13233990 -6924961 -4880114 121457303 115025224 32621950 31210739 88835353 83814485 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 6006083 997234 IN FY2015, THE NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY PRESENTED A SPECIAL EXHIBITION "RICHARD AVEDON: FAMILY AFFAIRS", BECOMING THE ONLY US VENUE TO UNITE TWO SEMINAL BODIES OF WORK BY THE INFLUENTIAL AMERICAN JEWISH PHOTOGRAPHER. THE MUSEUM HAD A ROBUST CALENDAR OF MORE THAN 100 PROGRAMS AND EVENTS, AND EDUCATIONAL PROGRAMS AND EXPERIENCES FOR MORE THAN 9,000 STUDENTS FROM PUBLIC, INDEPENDENT, PAROCHIAL, AND JEWISH DAY SCHOOLS. 6006083 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 72 0 1 57 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 X IVY BARSKY 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 JOSEPH S ZURITSKY VICE CHAIRPERSON 2.00 X X 0 0 0 RICHARD E WITTEN 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 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 LINDY SNIDER 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 D WALTER COHEN CHAIRMAN EMERITUS (NONVOTING) 2.00 X 0 0 0 GWEN GOODMAN EXEC DIR EMERITA (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 ALEC ELLISON 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 SHANIN SPECTER TRUSTEE 2.00 X 0 0 0 BARBARA SPIRO RYAN TREASURER 2.00 X 0 0 0 IVY BARSKY CHIEF EXECUTIVE OFFICER 40.00 X 275603 0 26049 DONALD MAEDCHE CHIEF FINANCIAL OFFICER 40.00 X 120589 0 13211 JOSHUA PERELMAN CHIEF CURATOR, DIR OF EXH. 40.00 X 116272 0 19591 STEPHEN DONATO DIRECTOR OF INFO SYSTEMS 40.00 X 101245 0 10829 JAMES GERHARDT CHIEF ADVANCEMENT OFFICER 40.00 X 201584 0 14023 815293 0 83703 5 0 1 0 ECHELON PROTECTION & SURVEILLANCE 542 N LEWIS ROAD STE 103 LIMERICK PA 19468 SECURITY CONTRACT 745964 EMCOR SERVICES 9815 ROOSEVELT BOULEVARD SUITE A PHILADELPHIA PA 19114 ENGINEERING CONTRACT 435803 WAKEBY FIRE & ASSOCIATES 22 BATES ROAD STE 295 MASHPEE MA 02649 MEMBERSHIP ACQUISITION AND RENEWAL 268010 ABM JANITORIAL - MIDATLANTIC INC PO BOX 8500 PHILADELPHIA PA 191787401 JANITORIAL 266500 ATELIER ART SERVICES INC P O BOX 56316 PHILADELPHIA PA 19130 ART MAINTENANCE 172365 5 376056 76876 6710708 2975 7163640 ADMISSIONS TO EXHIBITS 713990 397006 397006 FACILITY RENTALS 713990 350866 350866 LUNCH AND CATERING INCOME 713990 66636 66636 MISCELLANEOUS OTHER REVENUE 713990 28883 28883 843391 133784 133784 1028502 1004754 23748 23748 23748 40650 376056 165745 -125095 -125095 523920 228069 295851 153843 142008 CAFE SALES, NET 713990 18557 18557 18557 8353876 997234 160565 32437 445217 61684 291006 92527 2590932 1027936 997080 565916 65542 26540 19753 19249 808307 367826 281493 158988 4738 4738 35125 35125 267695 267695 392989 307716 34889 50384 820673 733017 25389 62267 252477 47791 45175 159511 360627 360627 73476 28754 18683 26039 835656 835656 3556668 1850679 1208119 497870 176271 22884 153387 CONTRACTED SERVICES 1242991 40203 1199525 3263 BUILDING SUPPLIES 335312 335312 EXHIBITION COSTS 264859 226240 10583 28036 STORAGE 157865 139608 18257 546570 289549 294581 -37560 13233990 6006083 5333722 1894185 278588 192307 8364658 4964847 9480876 9320137 83091 104450 287548 275640 132360 55278 111883444 16142841 99118081 95740603 3696561 4371962 15540 0 121457303 115025224 684319 874910 291798 337901 29997928 31645833 32621950 31210739 X -10704538 72983060 94396999 5692475 5142892 5138950 88835353 83814485 121457303 115025224 -4880114 -140754 0 X X 0 1 X 1 0 X 32436384 6517555 4503503 6144097 7163640 56765179 32436384 6517555 4503503 6144097 7163640 56765179 23954960 32810219 18088 32970 48598 76800 133784 310240 57075419 5154774 0.57490 0.69590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13233990 13233990 811700 202925 0 0 872418 774066 843006 811700 3301190 4951785 218105 193517 210752 202925 825299 1237949 X X 0 0 5397283 21058 12035 176000 5254376 5105858 37034 442391 188000 5397283 4923535 203369 21046 5105858 3807896 1111020 14190 9571 4923535 335275 3408561 68679 4619 3807896 0.00000 0.97800 0.02200 0 0 11354303 11354303 95213668 12612319 82601349 5315473 3530522 1784951 95740603 X 8631447 435103 435103 8196344 157532 157532 8353876 9276769 435103 435103 8841666 4392324 4392324 13233990 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 ("IRS") 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, 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 THE YEARS ENDED JUNE 30, 2015 AND 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 165,745. COST OF GOODS SOLD 269,358. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN 23,748. INTEREST AND DIVIDENDS 133,784. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 165,745. COST OF GOODS SOLD 269,358. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION 3,556,668. INTEREST EXPENSE 835,656. X X X 1 WAKEBY FIRE & ASSOCIATES 22 BATES RD STE 295 MASHPEE MA 02649 DIRECT RESPONSE 0 0 267695 0 267695 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 416706 376056 40650 13147 53476 31064 68058 416706 376056 40650 13147 53476 31064 68058 165745 -125095 X X 0 0 0 0 0 0 0 0 0 IVY BARSKY CHIEF EXECUTIVE OFFICER 275603 0 0 0 0 0 10400 0 15649 0 301652 0 0 0 JAMES GERHARDT CHIEF ADVANCEMENT OFFICER 201584 0 0 0 0 0 622 0 13401 0 215607 0 0 0 X 194 SEE PART II X 2 2475 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 INSTITUTED A REVISION REQUIRING ALL BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY DURING THE YEAR ENDED JUNE 30, 2015. 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 XI, LINE 2C: NO CHANGE FROM PRIOR YEAR.