2016-01-14T20:31:07-06:00 2015-06-30 741769118 BRIGGS & VESELKA CO NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2014-07-01 760331398 HOLOCAUST MUSEUM HOUSTON HOLO 7139428000 5401 CAROLINE STREET HOUSTON TX 770046804 KELLY ZUNIGA EXECUTIVE DIRECTOR 7139428000 2016-01-11 1 J STEVEN AWALT P00087678 7136679147 2016-01-07 2014 2016-04-25 22:37:26Z KELLY ZUNIGA 5401 CAROLINE STREET HOUSTON TX 770046804 8940677 0 X WWW.HMH.ORG X 1991 TX THE ORGANIZATION IS A MUSEUM, EDUCATION CENTER, AND MEMORIAL TO THE VICTIMS OF THE HOLOCAUST. 31 31 48 283 0 0 3752373 8076227 60824 273954 78 -282 151252 279413 3964527 8629312 0 0 0 0 1673711 2033029 0 0 1100824 2147364 2467769 3821075 4500798 143452 4128514 6889890 11097869 1289616 1116256 5600274 9981613 X HOLOCAUST MUSEUM HOUSTON IS DEDICATED TO EDUCATING PEOPLE ABOUT THE HOLOCAUST, REMEMBERING THE 6 MILLION JEWS AND OTHER INNOCENT VICTIMS AND HONORING THE SURVIVORS LEGACY. USING THE LESSONS OF THE HOLOCAUST AND OTHER GENOCIDES, WE TEACH THE DANGERS OF HATRED, PREJUDICE, AND APATHY. 0 0 2271773 314156 THE HOLOCAUST MUSEUMS MISSION IS TO ESTABLISH AND MAINTAIN A MEMORIAL TO THE MILLIONS OF INDIVIDUALS WHO PERISHED DURING WORLD WAR II AT THE HANDS OF THE NAZIS, AND TO CONTINUE TO EDUCATE AND ENLIGHTEN PEOPLE BY PROMOTING AND PRESENTING PROGRAMS ON REMEMBRANCE, UNDERSTANDING, AND PREVENTION. THE MUSEUM HAD 139,430 ONSITE VISITORS THIS YEAR. 21240 1000 EDUCATIONAL TRUNK PROGRAM - SERVED TEACHERS FROM VARIOUS SCHOOLS IN 2014-2015. MANY STUDENTS WERE IMPACTED BY THE TRUNKS PROGRAM. THE GOAL OF THE PROGRAM IS TO PROVIDE A COMPREHENSIVE CURRICULUM FOR TEACHERS TO BE USED IN THE INSTRUCTION OF HOLOCAUST EDUCATION IN ELEMENTARY, MIDDLE, AND HIGH SCHOOL LANGUAGE ARTS AND SOCIAL STUDIES CLASSROOMS. THE CONCEPT OF THE PROGRAM IS TO PROVIDE TEACHERS A WORKING KIT OF MULTIMEDIA TOOLS THAT, IN MOST CASES, WOULD BE COST PROHIBITIVE TO TEACHERS AND SCHOOL DISTRICTS. CURRICULUM TRUNKS ARE NOT ONLY LOANED TO ELEMENTARY, MIDDLE, AND HIGH SCHOOLS, BUT ALSO TO SEVERAL COMMUNITY COLLEGES, AS PART OF OUR OUTREACH PROGRAM. 62628 WARREN FELLOWSHIP - CREATED TO BENEFIT PRIMARILY FUTURE TEACHERS, IS SUPPORTED BY THE WARREN FELLOWSHIP FUND. ITS PURPOSE IS TO DEVELOP A CORPS OF EDUCATORS WHO WANT TO LEARN HOW TO EFFECTIVELY TEACH ABOUT THE HOLOCAUST AND OTHER GENOCIDES. THE TEACHERS ATTEND A SIX DAY INSTITUTE DESIGNED TO IMMERSE THEM IN HISTORICAL CONTENT AND PEDAGOGICAL ISSUES RELATED TO THE HOLOCAUST AND OTHER GENOCIDES. EMINENT SCHOLARS PROVIDE HISTORICAL AND ACADEMIC CONTENT WHILE UNIVERSITY FACULTY, AS WELL AS HMH MUSEUM STAFF, PROVIDE PEDAGOGICAL CONTEXT. DURING THE WEEK, FELLOWS WORK WITH SURVIVORS OF THE HOLOCAUST. FOLLOWING THE PROGRAM, FELLOWS ARE INVITED TO PARTICIPATE IN NUMEROUS EDUCATIONAL ACTIVITIES AND OUTREACH OPPORTUNITIES. 34830 SUMMER INSTITUTE - THIS PROGRAM IS DESIGNED TO EDUCATE EDUCATORS AND WOULD-BE EDUCATORS, AS WELL AS STUDENTS FROM ALL AROUND THE WORLD, ABOUT THE HOLOCAUST. IT ALSO PROVIDES STUDIES ON OTHER GENOCIDES AND WAYS IN WHICH SOCIETY CAN CHOOSE NOT TO BE A BYSTANDER BUT, BE AN UPSTANDER TO ENSURE THAT GENOCIDE CEASES AND IS NEVER REPEATED. 34830 2390471 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 47 0 1 48 1 0 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X KRISTIN ALBERS LAMM 7139428000 5401 CAROLINE STREET HOUSTON TX 770046804 MARK MUCASEY CHAIR 1.00 X X 0 0 0 GAIL KLEIN CHAIR- ELECT 1.00 X X 0 0 0 BUTCH MACH VICE CHAIR 1.00 X X 0 0 0 CHERYL GOLUB VICE CHAIR 1.00 X X 0 0 0 HYMAN PENN MD VICE CHAIR 1.00 X X 0 0 0 ISABEL DAVID VICE CHAIR 1.00 X X 0 0 0 JERRY ROCHMAN VICE CHAIR 1.00 X X 0 0 0 INNA WIZIG VICE CHAIR 1.00 X X 0 0 0 JENNIFER B STOCKEL SECRETARY 1.00 X X 0 0 0 COREY F POWELL TREASURER 1.00 X X 0 0 0 TALI BLUMROSEN IMMEDIATE PAST CHAIR 1.00 X 0 0 0 AMB ARTHUR L SCHECHTER DIRECTOR 1.00 X 0 0 0 ANNA STEINBERGER PHD DIRECTOR 1.00 X 0 0 0 BENJAMIN SWARREN DIRECTOR 1.00 X 0 0 0 DANIEL P GORDON DIRECTOR 1.00 X 0 0 0 DAVID P BELL EDD DIRECTOR 1.00 X 0 0 0 EDITH MINCBERG DIRECTOR 1.00 X 0 0 0 EILEEN DWEISMAN DIRECTOR 1.00 X 0 0 0 GARY MARKOWITZ DIRECTOR 1.00 X 0 0 0 HAYA VARON DIRECTOR 1.00 X 0 0 0 HEIDI GERGER DIRECTOR 1.00 X 0 0 0 JEFF EARLY DIRECTOR 1.00 X 0 0 0 JOEL SPIRA DIRECTOR 1.00 X 0 0 0 LINCOLN MCKINNON DIRECTOR 1.00 X 0 0 0 MICHAEL MORGAN DIRECTOR 1.00 X 0 0 0 NANCY LI DIRECTOR 1.00 X 0 0 0 NANCY S DINERSTEIN DIRECTOR 1.00 X 0 0 0 RICHARD LEIBMAN DIRECTOR 1.00 X 0 0 0 RICK KAPLAN CHAIRMAN DIRECTOR 1.00 X 0 0 0 STEVE ESTRIN DIRECTOR 1.00 X 0 0 0 TONI HENNIKE DIRECTOR 1.00 X 0 0 0 KELLY ZUNIGA EXECUTIVE DIRECTOR 40.00 X 163885 0 14275 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 40.00 X 83857 0 0 247742 0 14275 1 0 1 0 0 324228 1688502 498580 5564917 25027 8076227 ADMISSIONS, TOURS AND PROGRAMS 712100 272954 272954 EXHIBITION RENTALS 900099 1000 1000 273954 -282 -282 130552 0 130552 130552 130552 315195 1688502 212907 102288 102288 126001 98458 27543 27543 OTHER INCOME 561499 19030 19030 19030 8629312 320527 0 232558 329051 329051 1349440 675035 147251 527154 42042 14185 13714 14143 166494 67762 55880 42852 146002 64376 33831 47795 23380 10910 8276 4194 41226 41226 231036 146151 28484 56401 256277 197286 21248 37743 471782 251331 104512 115939 142522 66701 21290 54531 266490 210625 54302 1563 197449 169353 6429 21667 96852 52745 31360 12747 3968 3968 201747 158731 28842 14174 66882 45982 18191 2709 AWARDS 100908 93338 4112 3458 SECURITY 87574 79267 8307 0 AUDIO VISUAL 62018 6814 1000 54204 OTHER EXPENSES 57266 8088 21995 27183 160392 67823 30202 62367 4500798 2390471 1009503 1100824 1700 1700 260575 171110 449908 4311307 900 0 39731 43229 69284 140141 10022099 3653748 5895076 6368351 172716 0 0 62031 6889890 11097869 342452 529958 5000 14183 768968 572115 173196 0 1289616 1116256 X 5228112 5639129 372162 4342484 5600274 9981613 6889890 11097869 X 4128514 252828 -3 X X 0 1 X 1 0 X 2734254 3149777 3936021 3752373 8076227 21648652 2734254 3149777 3936021 3752373 8076227 21648652 1270683 20377969 10191 10132 28557 46926 130270 226076 21762 -116130 -39455 165228 422815 454220 22328948 0.91260 0.92760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME FROM FUNDRAISING - 2010 AMOUNT $ -19,557. 2011 AMOUNT $ -98,392. 2012 AMOUNT $ -114,461. 2013 AMOUNT $ 56,214. 2014 AMOUNT $ 102,288. NET SALES OF INVENTORY - 2010 AMOUNT $ 36,417. 2011 AMOUNT $ -48,520. 2012 AMOUNT $ 61,292. 2013 AMOUNT $ -19,270. 2014 AMOUNT $ 27,543. PROGRAM SERVICE REVENUE - 2010 AMOUNT $ 4,902. 2011 AMOUNT $ 750. 2012 AMOUNT $ 1,553. 2013 AMOUNT $ 60,824. 2014 AMOUNT $ 273,954. MISCELLANEOUS REVENUE - 2011 AMOUNT $ 30,032. 2012 AMOUNT $ 12,161. 2013 AMOUNT $ 67,460. 2014 AMOUNT $ 19,030. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 9002988 122358 -75555 229459 348368 8471964 8750016 175728 935306 104670 753392 9002988 8005748 267207 768373 46936 244376 8750016 7847587 118000 126398 83797 2440 8005748 7180908 -50000 805372 83650 5040 7847590 0.71320 0.20520 0.08160 0 1 1 3577887 3577887 5084235 2614059 2470176 778542 554895 223647 581435 484794 96641 6368351 X PART III, LINE 1A: THE MUSEUMS COLLECTIONS ARE MADE UP OF HISTORICAL ARTIFACTS, WORKS OF ART, BOOKS AND OTHER ITEMS PERTAINING TO EDUCATION, RESEARCH AND CURATORIAL PURPOSES. EACH OF THE ITEMS ARE PRESERVED AND CARED FOR AND ACTIVITIES VERIFYING EXISTENCE AND ASSESSING CONDITION ARE PERFORMED PERIODICALLY. COLLECTIONS ARE NOT RECORDED AS ASSETS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE REFLECTED 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. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. THE MUSEUM HAS NEVER SOLD AN ITEM FROM ITS COLLECTION. IN THE UNLIKELY EVENT THAT A COLLECTION ITEM WAS SOLD OR DISPOSED OF, THE PROCEEDS WOULD BE USED TO FURTHER THE MUSEUMS MISSION. PART III, LINE 4: DESCRIPTION OF ORGANIZATIONS COLLECTIONS AND HOW THEY FURTHER THE ORGANIZATIONS EXEMPT PURPOSE HMH COLLECTIONS CONSIST OF A DIVERSE ASSORTMENT OF ARTIFACTS, REQUIRING MULTIPLE CONSERVATION NEEDS. EXAMPLES OF THE MANY TYPES OF OBJECTS THEY CARE FOR ARE A 1942 RAILCAR AND DANISH BOAT WHICH RESIDES OUTDOORS PAINTINGS AND WORK ON PAPER MADE BY HOLOCAUST SURVIVORS DAGGERS, BAYONETS, AND SCULPTURE CERAMIC DISHWARE AND SILVER MEMORABILIA ITEMS LEATHER SHOES AND HOLSTERS, UNIFORMS, HATS, AND HANDMADE TABLECLOTHS ORIGINAL BRICKS FROM WARSAW GHETTO MICROFILM AND AV MATERIALS AND NUMEROUS BOOKS, FLAT PAPER AND ARCHIVAL ITEMS, PHOTOGRAPHS, MANUSCRIPTS ARCHIVES AND TWO TORAH SCROLLS. THE HMH COLLECTIONS ARE USED TO EDUCATE PEOPLE ON THE HOLOCAUST AND OTHER GENOCIDES AS WELL AS TEACH THE DANGERS OF HATRED, PREJUDICE AND APATHY. PART V, LINE 4: INTENDED USES OF ENDOWMENT FUND ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE ACTIVITIES OF THE HOLOCAUST MUSEUM HOUSTON INCLUDING, BUT NOT LIMITED TO THE FOLLOWING EDUCATIONAL PROGRAMS, TEACHER EDUCATION, CONSERVATION, LECTURE SERIES, DOCENT PROGRAM, YOM HASHOAH PROGRAM, AND CHILD SURVIVORS. PART X, LINE 2: THE HOLOCAUST MUSEUM RECORDS CHARGES FOR UNCERTAIN TAX POSITIONS WHEN THEY ARE CONSIDERED PROBABLE. BASED ON ITS EVALUATION, THE HOLOCAUST MUSEUM HAS CONCLUDED THAT THERE ARE NO SIGNIGICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. ANNUAL DINNER 1257249 1050554 206695 154070 5130 SPIRIT LUNCHEON 746448 637948 108500 53707 2003697 1688502 315195 207777 5130 212907 102288 X X X X 0 0 0 0 0 0 0 0 0 KELLY ZUNIGA EXECUTIVE DIRECTOR 158335 0 5550 0 0 0 0 0 14275 0 178160 0 0 0 X 229 ESTIMATED FMV X 1 1748 ESTIMATED FMV X SOFTWARE & COMPUTER EQUIPMENT 3 14844 ESTIMATED FMV X CARPET AND INSTALLATION 1 6814 ESTIMATED FMV X LIGHT BULBS 1 862 ESTIMATED FMV X PICTURE FRAMES 1 530 ESTIMATED FMV 0 0 0 PART I, COLUMN (B): HOLOCAUST MUSEUM HOUSTON REPORTS THE NUMBER OF CONTRIBUTIONS FOR NONCASH CONTRIBUTIONS ACCORDING TO ITS RECORDKEEPING PRACTICES. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS - THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THEN PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICT - THE EXECUTIVE DIRECTOR AND CHAIRMAN OF THE BOARD MAKE THE GOVERNING BODY AWARE OF ANY POTENTIAL CONFLICT SO THAT A DISCUSSION AMONG THE BOARD MEMBERS MAY TAKE PLACE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW & APPROVAL PROCESS - HMH DOES NOT UTILIZE OUTSIDE SERVICES TO DETERMINE PAY STRUCTURES. CURRENT ED SALARY IS BASED ON PRIOR SALARY OF SAME POSITION WITH ALLOWANCE FOR EXPERIENCE AND COMPARABLE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -3. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOLOCAUST MUSEUM HOUSTON FOUNDATION 5401 CAROLINE STREET HOUSTON TX 77004 760542408 SUPPORT HOLOCAUST MUSEUM HOUSTON TX 501(C)(3) LINE 11A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 HOLOCAUST MUSEUM HOUSTON FOUNDATION C 498580 CLEARED CHECK IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: THE HOLOCAUST MUSEUM HOUSTON (MUSEUM) AND THE HOLOCAUST MUSEUM HOUSTON FOUNDATION (FOUNDATION) ARE NOT RELATED ENTITIES MEETING THE TAX DEFINITIONS OF CONTROL FOR A PARENT/SUBSIDIARY, BROTHER/SISTER, OR SUPPORTING/SUPPORTED RELATIONSHIP. THE MAJORITY OF BOARD OF THE DIRECTORS OF THE FOUNDATION IS SEPARATE FROM, NOT APPOINTED BY, AND NOT AFFILIATED WITH THE MUSEUM BOARD OF DIRECTORS. THE FOUNDATION BOARD SHALL CONSIST OF A MINIMUM OF 12 AND A MAXIMUM OF 17 MEMBERS, ONLY 3 OF WHICH ARE THE CHAIRMAN OF THE MUSEUM, THE CHAIRMAN-ELECT OF THE MUSEUM, AND THE TREASURER OF THE BOARD OF TRUSTEES OF THE MUSEUM. HOWEVER, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES IN CONNECTION WITH THE MUSEUM. DISTRIBUTIONS BY THE FOUNDATION ARE LIMITED TO THE MUSEUM OR TO ANOTHER QUALIFIED ORGANIZATION DESIGNATED BY THE MUSEUM. IN EFFORT TO FULLY DISCLOSE ACTIVITIES OF BOTH ENTITIES, SCHEDULE R, RELATED ORGANIZATIONS AND UNRELATED PARTNERSHIPS, HAS BEEN COMPLETED ALTHOUGH THE ENTITIES DO NOT MEET THE TAX DEFINITION OF RELATED OR CONTROLLED. THIS TAX PRESENTATION IS IN AGREEMENT WITH THE AUDIT PRESENTATION OF A CONSOLIDATED FINANCIAL STATEMENT FOR THE TWO ENTITIES.