2015-11-13T14:17:07-06:00 2014-12-31 BRUCE E BERNSTIEN & ASSOC PC 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2014-01-01 752113723 DALLAS HOLOCAUST MUSEUM % KELLY ROSALES DALL 2147417500 211 N RECORD STREET SUITE 100 DALLAS TX 752023361 MARY P HIGGINS PRESIDENT 2147417500 2015-11-12 true BRUCE E BERNSTIEN P01424343 2147060840 2014 2016-04-25 22:37:26Z MARY P HIGGINS 211 NORTH RECORD STREET 100 DALLAS TX 752023361 10753541 false X DALLASHOLOCAUSTMUSEUM.ORG X 1986 TX THE MUSEUM IS DEDICATED TO PRESERVING THE MEMORY OF THE HOLOCAUST AND TO TEACHING THE MORAL&ETHICAL RESPONSE TO PREJUDICE, HATRED & INDIFFERENCE, FOR THE BENEFIT OF ALL HUMANITY 56 56 29 357 266992 265992 2512722 9719419 358652 366890 73549 93570 -29613 160374 2915310 10340253 0 0 0 0 936957 1210904 0 221854 681777 739069 687579 1676026 2120337 1239284 8219916 10003067 17108066 4224735 3242452 5778332 13865614 THE DALLAS HOLOCAUST MUSEUM/CENTER FOR EDUCATION AND TOLERANCE IS DEDICATED TO PRESERVING THE MEMORY OF THE HOLOCAUST, AND TO TEACHING THE MORAL AND ETHICAL RESPONSE TO PREJUDICE, HATRED AND INDIFFERENCE, FOR THE BENEFIT OF ALL HUMANITY. false false 1078062 391109 Dallas Holocaust Museum provides life-changing educational experiences about one of history's most horrifying tragedies and its aftermath. During 2014 over 33,000 walk-in visitors and 31,600 school children visited. More than 6,300 of these students were able to visit through the generosity of private donors who gave to the Museum Experience Fund. This fund makes visits possible for economically disadvantaged students. Membership at year-end was 695. In 2014 the Museum inaugurated its annual Upstander Speaker Series featuring human rights standouts and academic experts including Philip Gourevitch, specialist on the Rwandan Genocide and reconciliation, Dorothy Budd, advocate for the wrongly incarcerated, and Harry Wu, former Chinese political prisoner and human rights advocate. The museum organized and led teacher workshops across Texas, hosted its 2nd annual two-day Holocaust and Human Rights Conference and several Survivor events. In addition to the core exhibit, 2014 rotating special exhibits included: A History of the Kindertransport; Besa: A Code of Honor--Albanians Who Rescued Jews during the Holocaust; The Faces of the Ghetto: Lodz; Fighting the Fires of Hate: America and the Nazi Book Burnings; and the self-curated Drawn to Action: the Life and Work of Arthur Szyk. 1078062 true true false false false false false true false true true true false false false true true false false false false false false true true false false false false true false false false false false false false true true true false false false false false false false true 34 0 true 29 true true true false false false false true true false false false false X 56 56 true false false false false false false true true false false true true true true true true true false false X KELLY ROSALES 2147417500 211 NORTH RECORD STREET SUITE 100 DALLAS TX 752023361 STEPHEN WALDMAN CHAIRMAN OF THE BOARD 2.0 0.0 X X 0 0 0 HYLTON JONAS IMMEDIATE PAST CHAIRMAN 2.0 0.0 X 0 0 0 GARY EISENSTAT VICE PRESIDENT 2.0 0.0 X X 0 0 0 DON GLENDENNING VICE PRESIDENT 2.0 0.0 X X 0 0 0 FLORENCE DONALD SHAPIRO VICE PRESIDENT 2.0 0.0 X X 0 0 0 BILLIE IDA WILLIAMSON TREASURER 2.0 0.0 X X 0 0 0 JOHN RAPHAEL ASSISTANT TREASURER 2.0 0.0 X X 0 0 0 GAIL SACHSON SECRETARY 2.0 0.0 X X 0 0 0 MICHELLE ANDERSON ASSISTANT SECRETARY 2.0 0.0 X X 0 0 0 ROB GANJI ASSISTANT SECRETARY 2.0 0.0 X X 0 0 0 STANLEY RABIN ASSISTANT SECRETARY 2.0 0.0 X X 0 0 0 RANDALL ROSENBLATT ASSISTANT SECRETARY 2.0 0.0 X X 0 0 0 CHARLES TEICHMAN ASSISTANT SECRETARY 2.0 0.0 X X 0 0 0 THOMAS HALSEY MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 JAMES HOGUE MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 FRANK RISCH MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 LARRY SCHOENBRUN MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 RON STEINHART MEMBER-AT-LARGE 2.0 0.0 X 0 0 0 JEFFREY BECK BOARD MEMBER 1.0 0.0 X 0 0 0 JULIE MEETAL BERMAN BOARD MEMBER 1.0 0.0 X 0 0 0 JOSE BOWEN BOARD MEMBER 1.0 0.0 X 0 0 0 JULES BRENNER BOARD MEMBER 1.0 0.0 X 0 0 0 SAM COATS BOARD MEMBER 1.0 0.0 X 0 0 0 THAIS CONWAY BOARD MEMBER 1.0 0.0 X 0 0 0 JASON DOWNIE BOARD MEMBER 1.0 0.0 X 0 0 0 REBECCA FLETCHER BOARD MEMBER 1.0 0.0 X 0 0 0 ELLIOTT GARSEK BOARD MEMBER 1.0 0.0 X 0 0 0 MARSHA GASWIRTH BOARD MEMBER 1.0 0.0 X 0 0 0 MAX GLAUBEN BOARD MEMBER 1.0 0.0 X 0 0 0 BETSY HEALY BOARD MEMBER 1.0 0.0 X 0 0 0 ROBERT HOODIS BOARD MEMBER 1.0 0.0 X 0 0 0 WILLIE HORNBERGER BOARD MEMBER 1.0 0.0 X 0 0 0 MARK JACOBS BOARD MEMBER 1.0 0.0 X 0 0 0 MICHAEL JACOBS BOARD MEMBER 1.0 0.0 X 0 0 0 PAUL KESSLER BOARD MEMBER 1.0 0.0 X 0 0 0 RICHARD KRUMHOLZ BOARD MEMBER 1.0 0.0 X 0 0 0 LIZA LEE BOARD MEMBER 1.0 0.0 X 0 0 0 STAN LEVENSON BOARD MEMBER 1.0 0.0 X 0 0 0 NATE LEVINE BOARD MEMBER 1.0 0.0 X 0 0 0 RANDALL LIEBERMAN BOARD MEMBER 1.0 0.0 X 0 0 0 BRIAN LIDJI BOARD MEMBER 1.0 0.0 X 0 0 0 STEPHANIE LONDON BOARD MEMBER 1.0 0.0 X 0 0 0 RICHARD MASSMAN BOARD MEMBER 1.0 0.0 X 0 0 0 ZSUZSANNA OZSVATH BOARD MEMBER 1.0 0.0 X 0 0 0 GLORIA PRICE BOARD MEMBER 1.0 0.0 X 0 0 0 JACK REPP BOARD MEMBER 1.0 0.0 X 0 0 0 MICHAEL SCHIFF BOARD MEMBER 1.0 0.0 X 0 0 0 ANDREW SCHULTZ BOARD MEMBER 1.0 0.0 X 0 0 0 CAROL SEAY BOARD MEMBER 1.0 0.0 X 0 0 0 JEFFREY SIMON BOARD MEMBER 1.0 0.0 X 0 0 0 DAVID SMALL BOARD MEMBER 1.0 0.0 X 0 0 0 MICHAEL STERN BOARD MEMBER 1.0 0.0 X 0 0 0 MACHTELD VAN HOEK BOARD MEMBER 1.0 0.0 X 0 0 0 ALISON WEINSTEIN BOARD MEMBER 1.0 0.0 X 0 0 0 LEON ZETLEY BOARD MEMBER 1.0 0.0 X 0 0 0 LOUIS ZWEIG BOARD MEMBER 1.0 0.0 X 0 0 0 MARY PAT HIGGINS PRESIDENT/CEO 40.0 0.0 X 284088 0 58961 284088 0 58961 1 false true false 0 53629 237510 1076389 12170 8339721 62625 9719419 ADMISSIONS 356807 356807 OTHER EDUCATIONAL PROGRAM SERVICE FEE 10083 10083 366890 25489 25489 0 0 440066 173074 266992 0 266992 266992 69688 1607 69688 -1607 68081 68081 75850 1076389 206687 -130837 -130837 0 56139 31920 24219 24219 0 10340253 391109 266992 -37267 0 0 0 0 343049 163240 75629 104180 0 743201 353654 163846 225701 0 58698 29510 13672 15516 65956 30893 14313 20750 8674 8674 0 11700 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RESTRICTED RESTRICTED RESTRICTED X X X X false 1026226 254123 39578 43217 4629 1272081 934301 100 137074 41877 3372 1026226 863325 113921 40000 2945 934301 938183 -31366 40392 3100 863325 866107 119223 44065 3082 938183 0.90600 0.09100 0.00300 false false 6367818 6367818 0 338596 195751 142845 783884 376705 407179 6917842 BOARD DESIGNATED ENDOWMENT INV 927987 F DONOR RESTRICTED ENDOWMENT INV 89971 F UNRELATED TO ENDOWMENT INVMNT 1003 F 1018961 0 0 X 10448898 -55051 110447 53249 108645 10340253 10340253 2361616 110447 130832 241279 2120337 2120337 OTHER RECONCILIATION OF REVENUE PER AUDIT WITH PER RETURN FORM 990, SCHEDULE D, PART XI, LINE 2D FUNDRAISING EVENTS EXPENSE: $130,837 ESTIMATED TAX PAID FOR UBI: ($ 77,588) TOTAL: $ 53,249 OTHER RECONCILIATION OF EXPENSE PER AUDIT WITH PER RETURN FORM 990, SCHEDULE D, PART XII, LINE 2D FUNDRAISING EVENTS EXPENSE: $130,837 ROUNDING: ($ 5) TOTAL: $130,832 FIN 48 (ASC 740) FORM 990, SCHEDULE D, PART X, LINE 2 DHM/CET HAS QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO FEDERAL INCOME TAXES ARE PAID OR ACCRUED SO LONG AS DHM/CET'S GROSS RECEIPTS ARE USED FOR ITS EXEMPT PURPOSE OR PURPOSES. DHM/CET RECOGNIZED INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS AND PENALTIES IN ADMINISTRATIVE EXPENSES, IF ANY. FOR 2014 AND 2013, THERE WERE NO INTEREST OR PENALTY EXPENSES, AND DHM/CET IS NOT UNDER EXAMINATION FOR TAX PURPOSES BY ANY TAXING JURISDITION. OPEN TAX YEARS SUBJECT TO EXAMINATION ARE 2011 TO PRESENT. DHM/CET GENERATED UNRELATED BUSINESS INCOME TAX LIABILITY, RECORDED IN ACCOUNTS PAYABLE, OF $36,873 AND $17,850 RELATED TO PARKING LOT REVENUE IN 2014 AND 2013, RESPECTIVELY. DHM/CET BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. COLLETIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS FORM 990, SCHEDULE D, PART III, LINE 1A & 4 IN ACCORDANCE WITH THE ACCOUNTING STANDARDS, DHM/CET DOES NOT RECOGNIZE CONTRIBUTIONS OF ARTIFACTS THAT ARE (1) HELD FOR PUBLIC EXHIBITION, (2) PROTECTED AND PRESERVED, AND (3) ARE SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES PROCEEDS FROM THE SALE OF ARTIFACTS TO BE USED TO ACQUIRE OTHER ARTIFACTS. THE ARTIFACTS ARE MADE UP OF ITEMS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. AS OF DECEMBER 31, 2014 AND 2013, DHM/CET HAS APPROXIMATELY $182,000 AND $201,000, RESPECTIVELY, OF DONATED ARTIFACTS THAT HAVE NOT BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE DECLINE IN VOLUME IN 2014 IS DUE TO THE RETURN OF DONATED ARTWORK TO A DONOR. COLLECTION DESCRIPTION FORM 990, SCHEDULE D, PART III, LINE 4 DHM/CET collectS artifacts that reflect the experiences of Holocaust survivors, refugees, hidden children and liberators of N Texas. The artifacts cover pre-war life, the war and the holocaust, and post-war emigration and recovery. INTENDED USE OF ENDOWMENT FUNDS FORM 990, SCHEDULE D, PART V, LINE 4 THE DONOR-RESTRICTED ENDOWMENTS WERE ESTABLISHED TO GENERATE INCOME FOR SCHOLARSHIPS, STAFF DEVELOPMENT, AND THE MUSEUM EXPERIENCE PROGRAM. THE BOARD DESIGNATED ENDOWMENT WAS ESTABLISHED TO GENERATE INCOME FOR GENERAL OPERATIONS. X X X X X true DINI SPHERIS 3400 CARLISLE STREET SUITE 348 DALLAS TX 75204 CAMPAIGN CONSULTING false 164441 BERENBAUM GROUP 1124 SOUTH ORLANDO AVE LOS ANGELES CA 90035 CAMPAIGN VIDEO false 36290 0 THE KELLEY GROUP 8902 WHITE PINE LANE DALLAS TX 75238 CAMPAIGN WORKSHOP false 15942 0 SEE PART IV FOR GROSS RECEIPTS FROM 216673 0 HOPE FOR HUMANI 1086739 1014289 72450 44333 72450 72648 FILM EVENT 57048 53648 3400 1234 2166 8478 1 8452 8452 5378 1152239 1076389 75850 44333 73684 2166 86504 206687 -130837 FORM 990, SCHEDULE G, PART I, LINE 2B, COLUMN IV GROSS RECEIPTS FROM ACTIVITY Each of the professional fee expenses relates to the DHM's capital campaign, which will be happening for approximately five years. The capital campaign total receipts for 2014 were $8,039,825. It is not possible to isolate what portion of campaign revenue related to each vendor. DHM paid Berenbaum to produce a video about the new exhibit that is used on fundraising calls. Kelley Group conducted workshops and wrote the Case Statement for the capital campaign. And Dini Spheris are the consultants on the campaign - creating the strategy and gift pyramid, conducting focus groups and initial feasibility interviews with potential donors etc. These expenses are one-time expenses on the front-end of the campaign, but the related revenue will continue over the course of several years. X X false false false false false false false false false MARY PAT HIGGINS PRESIDENT/CEO 284088 0 0 0 0 0 50766 0 8195 0 343049 0 0 0 STEVE WALDMAN CHAIRMAN OF DHM BOARD 6900 INSURANCE BROKER FEE false TRANSACTIONS WITH INTEREST PERSON FORM 990, SCHEDULE L, PART IV, LINE 1 STEVE WALDMAN IS THE CEO OF WALDMAN BROTHERS. $6,900 INSURANCE BROKER FEE WAS PAID TO WALDMAN BROTHERS, NOT TO STEVE WALDMAN DIRECTLY. X 2000 FMV X 3 58509 FMV X GIFT CARD, MEAL AND SNACKS 6 923 FMV X AIRPLANE TICKETS 2 799 FMV X OFFICE SUPPLY 1 220 FMV X MISC DONATION 1 174 FMV false false false FAMILY RELATIONSHIP BETWEEN OFFICERS, DIRECTORS, TRUSTEES FORM 990, PART VI, LINE 2 BOARD MEMBERS MARK JACOBS AND MICHAEL JACOBS HAVE FAMILY RELATIONSHIP. BOARD MEMBERS RICHARD KRUMHOLZ AND STAN LEVENSON HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS LEON ZETLEY AND FLORENCE DONALD SHAPIRO HAVE A FAMILY RELATIONSHIP. REVIEW PROCESS FORM 990, PART VI, LINE 11B AFTER COMPLETION OF THE ANNUAL AUDIT BY INDEPENDENT CPAS THE FORM 990 WAS PREPARED BY AN OUTSIDE CPA. THE COMPLETED FORM WAS REVIEWED BY THE ORGANIZATION'S CFO, AND THE PRESIDENT/CEO, AND THEN CIRCULATED FOR REVIEW BY THE FINANCE COMMITTEE AND FULL BOARD OF DIRECTORS BEFORE FILING THIS FORM 990. MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C THE ORGANIZATION FOLLOWS SECTION 7.05 "CONFLICTS OF INTEREST AND CONTRACTS OR AGREEMENTS INVOLVING DIRECTORS OR OFFICERS" OF THE BYLAWS OF DALLAS HOLOCAUST MUSEUM TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY. COMPENSATION DETERMINATION PROCESS FORM 990, PART VI, LINE 15A THE EXECUTIVE COMMITTEE ACTS ON THE RECOMMENDATION OF THE CHAIRMAN OF THE BOARD AND THE COMPENSATION COMMITTEE. THE PRESIDENT/CEO APPROVES COMPENSATION FOR ALL OTHER STAFF. AVAILABLE OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & OTHER DOC FORM 990, PART VI, LINE 19 Governing Documents and Conflict of Interest Policy are made available upon request. Audited Financial Statements are made available on the DHM/CET website. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 EXPENSE RELATED TO UBI ($77,588) ROUNDING $ 5 TOTAL ($77,583)