2014-02-24T13:02:16-06:00 2013-06-30 382492570 DOEREN MAYHEW ONE RIVERWAY SUITE 1200 HOUSTON TX 77056 990 2012-07-01 760331398 HOLOCAUST MUSEUM HOUSTON HOLO 7139428000 5401 CAROLINE STREET HOUSTON TX 770046804 KELLY ZUNIGA 7135271619 2014-02-24 1 DEBORAH J KNIGHT P00118495 7136221120 2014-02-21 2012 2015-11-30 17:44:51Z KRISTIN ALBERS LAMM 5401 CAROLINE STREET HOUSTON TX 770046804 4264340 0 X WWW.HMH.ORG X 1991 TX WE ARE A MUSEUM, EDUCATION CENTER, AND MEMORIAL TO THE VICTIMS OF THE HOLOCAUST. 30 30 22 200 0 0 3141377 3936021 750 1553 132 176 -98480 -14115 3043779 3923635 0 0 0 0 1462812 1597608 0 0 484700 1721230 1886900 3184042 3484508 -140263 439127 6768239 6676838 1533764 1003236 5234475 5673602 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 1081572 75006 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 157,020 ONSITE VISITORS THIS YEAR. 48106 EDUCATIONAL TRUNK PROGRAM - SERVED TEACHERS FROM VARIOUS SCHOOLS IN 2012-2013. 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. 71165 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 THE TEACHERS ATTEND A SIX DAY INSTITUTE DESIGNED TO IMMERSE THEM IN HISTORICAL CONTENT AND PEDAGOGICAL ISSUES RELATED TO THE HOLOCAUST AND OTHER GENOCIDES.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. 20906 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. 20906 1221749 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 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 53 0 1 22 1 0 0 0 0 0 1 1 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 KRISTIN ALBERS LAMM 7139428000 5401 CAROLINE STREET HOUSTON TX 770046804 DAVID P BELL 1.00 X 0 0 0 PETER N BERKOWITZ 1.00 X 0 0 0 TALI BLUMROSEN 1.00 X X 0 0 0 HON ANNE CLUTTERBUCK 1.00 X 0 0 0 ISABEL DAVID 1.00 X X 0 0 0 JEFF EARLY 1.00 X 0 0 0 MARTIN FEIN 1.00 X 0 0 0 HEIDI GERGER 1.00 X 0 0 0 MICHAEL S GOLDBERG 1.00 X 0 0 0 CHERYL GOLUB 1.00 X 0 0 0 DANIEL P GORDON 1.00 X 0 0 0 TONI HENIKE 1.00 X 0 0 0 LEISA HOLLAND-NELSON 1.00 X X 0 0 0 GAIL KLEIN 1.00 X X 0 0 0 RICHARD LEIBMAN 1.00 X 0 0 0 BUTCH MACH 1.00 X X 0 0 0 BARRY MANDEL 1.00 X 0 0 0 GARY MARKOWITZ 1.00 X X 0 0 0 EDITH MINCBERG 1.00 X 0 0 0 MARK MUCASEY 1.00 X 0 0 0 HYMAN PENN 1.00 X X 0 0 0 COREY POWELL 1.00 X X 0 0 0 JERRY ROCHMAN 1.00 X X 0 0 0 AMB ARTHUR L SCHECHTER 1.00 X 0 0 0 JOEL SPIRA 1.00 X 0 0 0 ANNA STEINBERGER 1.00 X 0 0 0 BENJAMIN WARREN 1.00 X 0 0 0 EILEEN D WEISMAN 1.00 X 0 0 0 INNA WIZIG 1.00 X 0 0 0 FRED S ZEIDMAN 1.00 X 0 0 0 SUSAN LLAYNES-MYERS 40.00 X 167763 0 5328 167763 0 5328 1 0 1 0 0 331334 1194388 883812 104976 1421511 32529 3936021 EXHIBITION RENTALS 900099 1553 1553 1553 176 176 26893 0 26893 26893 26893 179460 1194388 293921 -114461 -114461 108076 46784 61292 61292 OTHER INCOME 561499 12161 12161 12161 3923635 75006 0 -87392 167763 57543 68783 41437 1281382 439838 525825 315719 18368 8224 3028 7116 103321 33518 39142 30661 26774 26774 29500 29500 114016 62854 49264 1898 79322 14563 61582 3177 160388 98996 37139 24253 81261 17263 53919 10079 301754 10936 290818 122100 109100 11179 1821 56393 28493 21490 6410 46220 46220 142308 142308 62600 62600 HHMF EXPENSES 278812 278812 SECURITY 149329 148849 480 OTHER EXPENSES 77858 36473 33413 7972 AWARDS 65818 65342 476 119221 89757 22081 7383 3484508 1221749 1778059 484700 1000 1100 558312 493891 253449 317550 10946 14084 73138 88843 84114 62423 9115302 3425624 5787280 5689678 0 9269 6768239 6676838 227905 395022 2951 572115 572115 730793 36099 1533764 1003236 X 4861803 5072183 372672 601419 5234475 5673602 6768239 6676838 439127 0 X X 0 1 X 1 0 X 2607135 2207978 2734254 3149777 3936021 14635165 2607135 2207978 2734254 3149777 3936021 14635165 513630 14121535 10913 10215 10191 10132 28557 70008 28031 44323 21762 -116130 -39455 -61469 14643704 491107 0.96430 0.97850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME FROM FUNDRAISING - 2008 AMOUNT: $ -29,674. 2009 AMOUNT: $ -19,066. 2010 AMOUNT: $ -19,557. 2011 AMOUNT: $ -98,392. 2012 AMOUNT: $ -114,461. NET SALES OF INVENTORY - 2008 AMOUNT: $ 54,059. 2009 AMOUNT: $ 45,883. 2010 AMOUNT: $ 36,417. 2011 AMOUNT: $ -48,520. 2012 AMOUNT: $ 61,292. PROGRAM SERVICE REVENUE - 2008 AMOUNT: $ 3,646. 2009 AMOUNT: $ 17,506. 2010 AMOUNT: $ 4,902. 2011 AMOUNT: $ 750. 2012 AMOUNT: $ 1,553. MISCELLANEOUS REVENUE - 2011 AMOUNT: $ 30,032. 2012 AMOUNT: $ 12,161. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 8005748 267207 768373 46936 244376 8750016 7847587 118000 126398 83797 2440 8005748 7180905 -50000 805372 83650 5040 7847587 6464552 182894 629174 81319 3604 7191697 7076896 603452 -1040647 171800 3349 6464552 0.76410 0.17450 0.06140 0 1 1 3577887 3577887 4197525 2406725 1790800 1339890 1018899 320991 5689678 DUE TO HOLOCAUST MUSEUM FOUNDATION 36099 36099 4115939 1076116 1076116 3039823 883812 883812 3923635 3533080 932384 932384 2600696 883812 883812 3484508 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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 XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF HHM FOUNDATION 1,027,544. INVENTORY COST OF GOOD SOLD 46,784. HMHF INSURANCE EXPENSE 1,788. PART XI, LINE 4B - OTHER ADJUSTMENTS: HHM FOUNDATION CONTRIBUTION REVENUE 883,812. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF HHM FOUNDATION 885,600. INVENTORY COST OF GOOD SOLD 46,784. PART XII, LINE 4B - OTHER ADJUSTMENTS: HHM FOUNDATION CONTRIBUTION EXPENSE 883,812. 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. 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 WORKS 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. ANNUAL DINNER 1029051 886551 142500 142915 431 66710 SPIRIT LUNCH 344797 307837 36960 37324 390 46151 1373848 1194388 179460 180239 821 112861 293921 -114461 X X X X 0 0 0 0 0 0 0 0 0 SUSAN LLAYNES-MYERS 167763 0 0 0 0 0 0 0 5328 0 173091 0 0 0 X ADVERTISING 1 21695 ESTIMATED FMV X AIRLINE TICKETS 9 2664 ESTIMATED FMV X CARPET 1 8170 ESTIMATED FMV 0 0 0 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 VI, SECTION A, LINE 9: EXECUTIVE DIRECTOR, SUSAN MYERS, RETIRED AS OF APRIL 30, 2013. HER LAST KNOWN ADDRESS IS 3406 SHELDON, PEARLAND, TX 77584. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII SUSAN LLAYNES-MYERS - 3406 SHELDON, PEARLAND, TX 77584. ORGANIZATIONS PROCESS TO REVIEW 990: FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS OR SELECTION PROCESS HAS NOT CHANGED. HOUSTON HOLOCAUST MUSEUM FD INC 5401 CAROLINE STREET HOUSTON TX 77004 760542408 SUPPORT HOLOCAUST MUSEUM OF HOUSTON TX 501(C)(3) 509(A)(3) 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 278812 CASH HOUSTON HOLOCAUST MUSEUM FOUNDATION INC C 605000 CANCELLATION OF DEBT