2015-05-20T13:28:20-05:00 2014-06-30 131639826 EISNERAMPER LLP 101 WEST AVENUE PO BOX 458 JENKINTOWN PA 190460458 990 2013-07-01 237379280 NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY NATI 2159233812 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 IVY BARSKY CHIEF EXECUTIVE OFFICER 2159233812 2015-05-20 1 STEVEN GLUECK P00856557 2158818800 2013 2016-02-25 16:41:14Z IVY BARSKY 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 9247320 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 58 158 106140 -223207 4503503 6119097 837739 807810 46331 131969 143 -123720 5387716 6935156 0 0 0 0 3011672 3684830 289234 280626 1382762 9180413 9894661 12481319 13860117 -7093603 -6924961 129818584 121457303 34423116 32621950 95395468 88835353 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 8386560 898036 IN FY2014, THE NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY PRESENTED 2 SPECIAL EXHIBITIONS, 2 INSTALLATIONS, A ROBUST CALENDAR OF MORE THAN 100 PROGRAMS, AND EDUCATIONAL PROGRAMS FOR MORE THAN 8,400 STUDENTS FROM PUBLIC, INDEPENDENT, PAROCHIAL, AND JEWISH DAY SCHOOLS. THE MUSEUM PRESENTED CHASING DREAMS: BASEBALL AND BECOMING AMERICAN, THE FIRST LARGE-SCALE EXHIBITION TO USE THE STORY OF JEWS AND BASEBALL AS AN OPPORTUNITY TO HIGHLIGHT WAYS IN WHICH OUR NATIONAL PASTIME HAS BEEN A KEY PATHWAY FOR HOW IMMIGRANTS AND MINORITIES BECOME MORE FULLY AMERICAN. THE EXHIBITION RECEIVED MAJOR SUPPORT FROM THE NATIONAL ENDOWMENT FOR THE HUMANITIES AND MAJOR LEAGUE BASEBALL. 8386560 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 47 0 1 58 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-CHAIRMAN 3.00 X X 0 0 0 RONALD RUBIN CO-CHAIRMAN 3.00 X X 0 0 0 STEPHEN A COZEN VICE PRESIDENT 2.00 X X 0 0 0 JEFFREY A HONICKMAN VICE PRESIDENT 2.00 X X 0 0 0 MATTHEW KAMENS VICE PRESIDENT 2.00 X X 0 0 0 THOMAS O KATZ VICE PRESIDENT 2.00 X X 0 0 0 MIRIAM SCHNEIROV VICE PRESIDENT 2.00 X X 0 0 0 JOSEPH S ZURITSKY VICE PRESIDENT 2.00 X X 0 0 0 ANDREW HEYER VICE PRESIDENT 2.00 X X 0 0 0 RICHARD E WITTEN VICE PRESIDENT 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 BETSY Z COHEN 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 BARBARA SPIRO RYAN TRUSTEE 2.00 X 0 0 0 CLIFFORD SCHLESINGER 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 CONSTANCE H WILLIAMS TRUSTEE 2.00 X 0 0 0 ROY J ZUCKERBERG TRUSTEE 2.00 X 0 0 0 GEORGE ROSS ZL FOUNDING CHAIR (NON-VOTING) 0.00 X X 0 0 0 D WALTER COHEN CHAIRMAN EMERITUS (NON-VOTING) 2.00 X 0 0 0 GWEN GOODMAN EXEC DIR EMERITA (NON-VOTING) 2.00 X 0 0 0 RUTH SARNER LIBROS PRESIDENT EMERITA (NON-VOTING) 2.00 X 0 0 0 EDWARD ROSEN TRUSTEE EMERITUS (NON-VOTING) 2.00 X 0 0 0 IVY BARSKY CEO 40.00 X 277428 0 24018 DONALD MAEDCHE DIRECTOR OF FINANCE 40.00 X 115210 0 13443 JOSHUA PERELMAN CHIEF CURATOR, DIR OF EXH. 40.00 X 115746 0 17760 STEPHEN DONATO DIRECTOR OF INFO SYSTEMS 40.00 X 101358 0 16196 609742 0 71417 4 0 1 0 ECHELON PROTECTION & SURVEILLANCE 542 N LEWIS ROAD STE 103 LIMERICK PA 19468 SECURITY CONTRACT 681722 EXPLUS INC 44156 MECURE CIRCLE LIMERICK PA 19468 EXHIBIT MAINTENANCE 465715 EMCOR SERVICES 9815 ROOSEVELT BOULEVARD SUITE A PHILADELPHIA PA 19114 ENGINEERING CONTRACT 409094 ABM JANITORIAL - MIDATLANTIC INC PO BOX 8500 PHILADELPHIA PA 191787401 JANITORIAL 283230 WAKEBY FIRE & ASSOCIATES 22 BATES ROAD STE 295 MASHPEE MA 02649 MEMBERSHIP ACQUISITION AND RENEWAL 278426 9 1535393 359248 4224456 522343 6119097 ADMISSIONS TO EXHIBITS 713990 414300 414300 FACILITY RENTALS 713990 289267 289267 LUNCH AND CATERING INCOME 713990 69557 69557 MISCELLANEOUS OTHER REVENUE 713990 34686 34686 807810 76800 76800 1552608 1497439 55169 55169 55169 120750 1535393 440836 -320086 -320086 545678 373889 171789 90226 81563 CAFE SALES, NET 713990 24577 24577 24577 6935156 898036 106140 -188117 444750 61647 290631 92472 2413341 993771 956702 462868 56443 26242 17371 12830 770296 355695 279722 134879 54 54 43500 43500 280626 280626 742262 615532 34777 91953 658024 644893 12927 204 475064 127626 163865 183573 376328 376328 68406 22642 24231 21533 885210 885210 3637763 3637763 176474 40924 135550 CONTRACTED SERVICES 1202084 21230 1175688 5166 EXHIBIT MAINT COSTS 500416 500416 MAINT & REPAIRS 313839 313839 EXHIBITION COSTS 299205 228168 338 70699 516032 224801 265272 25959 13860117 8386560 4090795 1382762 130124 278588 11472055 8364658 12543228 9480876 199604 83091 349364 287548 146926 132360 111779313 12661232 102285706 99118081 2582785 3696561 108792 15540 129818584 121457303 772476 684319 254807 291798 33395833 31645833 34423116 32621950 X -7543498 -10704538 97833108 94396999 5105858 5142892 95395468 88835353 129818584 121457303 -6924961 339846 25000 0 X X 0 1 X 1 0 X 24138725 32436384 6517555 4503503 6144097 73740264 24138725 32436384 6517555 4503503 6144097 73740264 22265120 51475144 57082 18088 32970 48598 76800 233538 73973802 4187770 0.69590 0.72240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13860117 13860117 843006 210752 0 0 964179 872418 774066 843006 3453669 5180504 130654 130654 241045 218105 193517 210752 863419 1295129 X X 0 5105858 37034 442391 188000 5397283 4923535 203369 21046 5105858 3807896 1111020 14190 9571 4923535 335275 3408561 68679 4619 3807896 300282 34993 335275 0.00000 0.95290 0.04710 0 0 11354303 11354303 95172156 9862250 85309906 5252854 2798982 2453872 99118081 X 7678081 25000 849894 874894 6803187 131969 131969 6935156 10187038 849894 849894 9337144 4522973 4522973 13860117 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, 2014, 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, 2014 AND 2013. THE TAX RETURNS OF THE MUSEUM FOR THE YEARS ENDED JUNE 30, 2011 THROUGH 2014 ARE OR WILL BE SUBJECT TO EXAMINATION BY THE IRS AND OTHER VARIOUS TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 440,836. COST OF GOODS SOLD 409,058. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN 55,169. INTEREST AND DIVIDENDS 76,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING EVENT 440,836. COST OF GOODS SOLD 409,058. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEPRECIATION 3,637,763. INTEREST 885,210. X X X 1 WAKEBY FIRE & ASSOCIATES 22 BATES RD STE 295 MASHPEE MA 02649 DIRECT RESPONSE 0 0 280626 0 280626 GA AK DE CO CT FL DC AZ AL AR CA HI ID IL IN IA KS KY MD NJ NY PA TX VA LA ME MA MI MN MS MO MT NE NV NH NM NC ND OH OK OR RI SC SD TN UT VT WA WV ANNUAL GALA-PHILADELPHIA 500823 448323 52500 5554 66396 68901 34713 ANNUAL GALA-NEW YORK CITY 1155320 1087070 68250 93896 3500 73088 94788 1656143 1535393 120750 99450 69896 141989 129501 440836 -320086 X X 0 0 0 0 0 0 0 0 0 IVY BARSKY CEO 277428 0 0 0 0 0 10200 0 13818 0 301446 0 0 0 X 133 SEE PART II X 11 522343 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 FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS REVIEWED INTERNALLY BEFORE FILING. A COPY OF THE 990 WILL BE SENT TO THE BOARD OF TRUSTEES BEFORE FILING VIA E-MAIL. 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 PLANS TO INSTITUTE A REVISION REQUIRING ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY, EFFECTIVE FOR OUR FISCAL YEAR ENDING JUNE 30, 2014. 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.