2015-01-15T16:08:15-06:00 2014-06-30 741769118 BRIGGS & VESELKA CO NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2013-07-01 760331398 HOLOCAUST MUSEUM HOUSTON HOLO 7139428000 5401 CAROLINE STREET HOUSTON TX 770046804 KELLY ZUNIGA EXECUTIVE DIRECTOR 7139428000 2015-01-15 1 J STEVEN AWALT P00087678 7136679147 2015-01-15 2013 2016-04-25 22:37:26Z KELLY ZUNIGA 5401 CAROLINE STREET HOUSTON TX 770046804 4304622 0 X WWW.HMH.ORG X 1991 TX WE ARE A MUSEUM, EDUCATION CENTER, AND MEMORIAL TO THE VICTIMS OF THE HOLOCAUST. 30 30 33 196 0 0 3936021 3752373 1553 60824 176 78 -14115 151252 3923635 3964527 0 0 0 0 1597608 1673711 0 0 690904 1886900 2147364 3484508 3821075 439127 143452 6676838 6889890 1003236 1289616 5673602 5600274 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 1846325 109014 THE HOLOCAUST MUSEUM'S 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 139,611 ONSITE VISITORS THIS YEAR. 45467 EDUCATIONAL TRUNK PROGRAM - SERVED TEACHERS FROM VARIOUS SCHOOLS IN 2013-2014. 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. 48394 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 THE TEACHERS ATTEND A SIX DAY INSTITUTE DESIGNED TO IMMERSE THEM IN HISTORICAL CONTENT AND PEDAGOGICAL ISSUES RELATED TO THE HOLOCAUST AND OTHER GENOCIDES.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. 27416 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. 27416 1967602 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 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 1 1 0 0 1 32 0 1 33 1 0 0 0 0 0 1 1 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 0 0 X X KRISTIN ALBERS LAMM 7139428000 5401 CAROLINE STREET HOUSTON TX 770046804 X MARK MUCASEY CHAIR 1.00 X X 0 0 0 ISABEL DAVID VICE CHAIR 1.00 X X 0 0 0 INNA WIZIG VICE CHAIR 1.00 X X 0 0 0 JERRY ROCHMAN VICE CHAIR 1.00 X X 0 0 0 HYMAN PENN MD VICE CHAIR 1.00 X X 0 0 0 HON ANNE CLUTTERBUCK 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 RICK KAPLAN DIRECTOR 1.00 X 0 0 0 DAVID P BELL EDD DIRECTOR 1.00 X 0 0 0 JENNIFER BRAND DIRECTOR 1.00 X 0 0 0 NANCY S DINERSTEIN DIRECTOR 1.00 X 0 0 0 JEFF EARLY DIRECTOR 1.00 X 0 0 0 HEIDI GERGER DIRECTOR 1.00 X 0 0 0 CHERYL GOLUB DIRECTOR 1.00 X 0 0 0 DANIEL P GORDON DIRECTOR 1.00 X 0 0 0 TONI HENNIKE DIRECTOR 1.00 X 0 0 0 LEISA HOLLAND-NELSON DIRECTOR 1.00 X 0 0 0 GAIL KLEIN DIRECTOR 1.00 X 0 0 0 RICHARD LEIBMAN DIRECTOR 1.00 X 0 0 0 BUTCH MACH DIRECTOR 1.00 X 0 0 0 GARY MARKOWITZ DIRECTOR 1.00 X 0 0 0 EDITH MINCBERG DIRECTOR 1.00 X 0 0 0 AMB ARTHUR L SCHECHTER DIRECTOR 1.00 X 0 0 0 JOEL SPIRA DIRECTOR 1.00 X 0 0 0 ANNA STEINBERGER PHD DIRECTOR 1.00 X 0 0 0 HAYA VARON DIRECTOR 1.00 X 0 0 0 BENJAMIN S WARREN DIRECTOR 1.00 X 0 0 0 EILEEN D WEISMAN DIRECTOR 1.00 X 0 0 0 HON FRED S ZEIDMAN DIRECTOR 1.00 X 0 0 0 KELLY ZUNIGA EXECUTIVE DIRECTOR 40.00 X 88541 0 0 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 SUSAN LLAYNES-MYERS FORMER EXECUTIVE DIRECTOR 40.00 X 170570 0 1413 259111 0 1413 1 1 1 0 0 303362 1647571 437883 54188 1309369 39342 3752373 ADMISSIONS, TOURS AND PROGRAMS 712100 58871 58871 EXHIBITION RENTALS 900099 1953 1953 60824 78 78 46848 0 46848 46848 46848 268500 1647571 212286 56214 56214 108539 127809 -19270 -19270 OTHER INCOME 561499 67460 67460 67460 3964527 109014 0 103140 246543 246543 1144773 591942 211484 341347 25626 10129 7880 7617 133190 43098 51329 38763 123579 54221 38986 30372 11329 4193 6930 206 72355 72355 269243 125171 110636 33436 176758 120323 20402 36033 301578 138023 93456 70099 118812 55535 43683 19594 320535 256470 63895 170 144072 110926 22546 10600 84865 51843 28512 4510 21715 489 21226 156765 128680 21716 6369 86813 69745 15920 1148 SECURITY 106763 97071 9332 360 AWARDS 82327 62208 16586 3533 AUDIO VISUAL 54103 3858 957 49288 OTHER EXPENSES 40481 638 39653 190 98850 43039 18542 37269 3821075 1967602 1162569 690904 1100 1700 493891 260575 317550 449908 14084 900 88843 39731 62423 69284 9349152 3454076 5689678 5895076 172716 9269 0 6676838 6889890 395022 342452 5000 572115 768968 36099 173196 1003236 1289616 X 5072183 5228112 601419 372162 5673602 5600274 6676838 6889890 X 143452 128346 -184910 -160216 X 0 1 X 1 0 X 2207978 2734254 3149777 3936021 3752373 15780403 2207978 2734254 3149777 3936021 3752373 15780403 973775 14806628 10215 10191 10132 28557 46926 106021 44323 21762 -116130 -39455 165228 75728 15962152 0.92760 0.96430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME FROM FUNDRAISING - 2009 AMOUNT: $ -19,066. 2010 AMOUNT: $ -19,557. 2011 AMOUNT: $ -98,392. 2012 AMOUNT: $ -114,461. 2013 AMOUNT: $ 56,214. NET SALES OF INVENTORY - 2009 AMOUNT: $ 45,883. 2010 AMOUNT: $ 36,417. 2011 AMOUNT: $ -48,520. 2012 AMOUNT: $ 61,292. 2013 AMOUNT: $ -19,270. PROGRAM SERVICE REVENUE - 2009 AMOUNT: $ 17,506. 2010 AMOUNT: $ 4,902. 2011 AMOUNT: $ 750. 2012 AMOUNT: $ 1,553. 2013 AMOUNT: $ 60,824. MISCELLANEOUS REVENUE - 2009 AMOUNT: $ 0. 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 30,032. 2012 AMOUNT: $ 12,161. 2013 AMOUNT: $ 67,460. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 8750016 175728 935306 104670 753392 9002988 8005748 267207 768373 46936 244376 8750016 7847587 118000 126398 83797 2440 8005748 7180908 -50000 805372 83650 5040 7847590 6464552 172102 629174 81319 3604 7180905 0.71630 0.18460 0.09910 0 1 1 3577887 3577887 4461117 2508707 1952410 737153 468670 268483 572995 476699 96296 5895076 DUE TO HOLOCAUST MUSEUM FOUNDATION 480 DEFERRED COMPENSATION PAYABLE 172716 173196 X PART III, LINE 1A: F/S FOOTNOTE FOR ART, TREASURES, ETC.: THE MUSEUM'S 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 STATEMENT 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 MUSEUM'S MISSION. PART III, LINE 4: DESCRIPTION OF ORGANIZATION'S COLLECTIONS AND HOW FURTHER EXEMPT PURPOSE: HMH COLLECTIONS CONSIST OF A DIVERSE ASSORTMENT OF ARTIFACTS, REQUIRING MULTIPLE CONSERVATION NEEDS. EXAMPLES OF THE MANY TYPES OF OBJECTS WE CARE FOR ARE: A 1942 RAILCAR AND DANISH BOAT WHICH RESIDE 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 HA'SHOAH 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 1047810 881310 166500 136324 5802 SPIRIT LUNCHEON 868261 766261 102000 70160 1916071 1647571 268500 206484 5802 212286 56214 X X X X 1 0 0 0 0 0 0 0 0 SUSAN LLAYNES-MYERS FORMER EXECUTIVE DIRECTOR 170570 0 0 0 0 0 0 0 1413 0 171983 0 0 0 PART I, LINE 4A SUSAN LLANES-MYERS RECEIVED A SEVERANCE PAYMENT OF $93,157.48 IN CALENDAR YEAR 2013. X 1 18500 ESTIMATED FMV X 1906 ESTIMATED FMV X 1 7500 ESTIMATED FMV X SOFTWARE 1 9420 ESTIMATED FMV X LIGHT BULBS 1 2016 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 VII SUSAN LLAYNES-MYERS - 3406 SHELDON, PEARLAND, TX 77584. FORM 990, PART VI, SECTION A, LINE 9: FORMER EXECUTIVE DIRECTOR, SUSAN LLAYNES-MYERS, RETIRED AS OF APRIL 30, 2013. HER LAST KNOWN ADDRESS IS 3406 SHELDON, PEARLAND, TX 77584. FORM 990, PART VII, SECTION A, LINE 1A: THE MUSEUM'S CHIEF FINANCIAL OFFICER, KRISTIN ALBERS LAMM, BEGAN EMPLOYMENT IN 2014. A 2013 FORM W-2 WAS NOT ISSUED AND NO COMPENSATION IS RECORDED ON FORM 990, PART VII, SECTION A, LINE 1A. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -160,216. HOUSTON HOLOCAUST MUSEUM FOUNDATION INC 5401 CAROLINE STREET HOUSTON TX 77004 760542408 SUPPORT HOLOCAUST MUSEUM HOUSTON TX 501(C)(3) LINE 11A, I N/A 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 HOUSTON HOLOCAUST MUSEUM FOUNDATION INC C 437883 CASH