2014-05-15T15:31:17-05:00 2013-06-30 420714325 MCGLADREY LLP 1001 LAKESIDE AVE SUITE 200 CLEVELAND OH 441141152 990 2012-07-01 043684531 THE MALTZ MUSEUM OF JEWISH HERITAGE MALT 2165930575 2929 RICHMOND ROAD BEACHWOOD OH 44122 BARRY REIS 2165930575 2014-05-14 1 ZACHARY FORTSCH P00052725 2165231900 2012 2015-11-30 17:44:51Z ELLEN RUDOLPH 2929 RICHMOND ROAD BEACHWOOD OH 44122 2703582 0 X WWW.MALTZMUSEUM.ORG X 2002 OH THE MALTZ MUSEUM OF JEWISH HERITAGE IS AN AMERICAN STORY OF DIVERSITY AND TOLERANCE. 27 26 17 110 0 0 2826591 1832368 131913 138390 129239 299785 35306 244697 3123049 2515240 0 0 0 0 901309 901014 0 0 109761 2018299 2064418 2919608 2965432 203441 -450192 17835832 18060895 8108306 7359709 9727526 10701186 THE MALTZ MUSEUM OF JEWISH HERITAGE INTRODUCES VISITORS TO THE BEAUTY AND DIVERSITY OF THAT HERITAGE IN THE CONTEXT OF THE AMERICAN EXPERIENCE. IT PROMOTES AN UNDERSTANDING OF JEWISH HISTORY, RELIGION & CULTURE AND BUILDS BRIDGES OF APPRECIATION, TOLERANCE & UNDERSTANDING. 0 0 1872434 69303 MUSEUM PERMANENT COLLECTION - AN AMERICAN STORY AND THE TEMPLE-TIFERETH ISRAEL GALLERY - THOUSANDS OF STUDENTS AND ADULTS VISIT THE MUSEUM EACH YEAR TO LEARN ABOUT JEWISH HISTORY AND HERITAGE, TOLERANCE AND DIVERSITY, THE HOLOCAUST, THE STATE OF ISRAEL, DEVELOPMENT OF JEWISH ORGANIZATIONS, BUSINESS AND NEIGHBORHOODS IN THE 1800 AND 1900'S AND MORE. STORIES ARE TOLD THROUGH CAPTIVATING FILMS, INTERACTIVES, DISPLAYS AND EXHIBITS, AND VISITORS FROM AROUND THE WORLD EXPERIENCE THEM THROUGH INDIVIDUAL AND GROUP VISITS, GUIDED TOURS AND PUBLIC AND PRIVATE EVENTS. 163757 STOP THE HATE: YOUTH SPEAK OUT - IN ITS FIFTH YEAR, THIS ESSAY CONTEST FOR 6-12 GRADERS IN A 7-COUNTY AREA ATTRACTED APPROXIMATLEY 1,500 ENTRIES, ENGAGED HUNDREDS OF READERS AND JUDGES, REACHED IN TO SCHOOLS AND HOMES AND COMMUNITIES WITH A MESSAGE OF NON-VIOLENCE AND STUDENT INVOLVEMENT, AND BROUGHT 300 PEOPLE TO AN AWARDS CEREMONY WHERE FINALISTS READ THEIR ESSAYS ABOUT HATE, DISCRIMINATION, BULLYING, PREJUDICE AND MORE. STUDENTS OFFERED THEIR IDEAS AND BECAME A PART OF THE SOLUTION. THIS DIRECTLY ADDRESSES OUR MISSION OF DIVERSITY AND TOLERANCE. 241476 62188 SPECIAL EXHIBITIONS FULFILL THE MUSEUM'S MISSION BY AUGMENTING THE MESSAGES AND EDUCATIONAL OUTREACH OF THE PERMANENT COLLECTIONS. THE MUSEUM DISPLAYED FOUR EXHIBITIONS: PRECIOUS OBJECTS, BEZALEL AND SPOTS OF LIGHT: TO BE A WOMAN IN THE HOLOCAUST AND A BLESSING TO ONE ANOTHER. 2277667 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 X 27 26 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 OH X ELLEN RUDOLPH 2165930575 2929 RICHMOND ROAD BEACHWOOD OH 44122 MALTZ MILTON S 2.00 X X 0 0 0 MALTZ TAMAR 2.00 X X 0 0 0 TERESI ADAM 40.00 X X 45361 0 2650 GOMEZ JAMES 2.00 X X 0 0 0 BLOCK RABBI RICHARD 2.00 X 0 0 0 HOFFMAN STEPHEN H 2.00 X 0 0 0 KAPLAN JEFF 2.00 X 0 0 0 BENDER LYNDA A 40.00 X X 98623 0 7041 FENIGER JUDITH 40.00 X X 78462 0 3642 BRANDON BETH WAIN 2.00 X X 0 0 0 REIS BARRY 2.00 X X 0 0 0 CIMPERMAN JOE 2.00 X 0 0 0 CLARK PAUL 2.00 X 0 0 0 COHEN RONALD B 2.00 X 0 0 0 DINNER GRANT 2.00 X X 0 0 0 FREIBERG LOUIS 2.00 X 0 0 0 GOLDBERG JORDAN 2.00 X 0 0 0 GOODMAN LOIS 2.00 X 0 0 0 KATZ DAVID 2.00 X 0 0 0 KRAUSE ALAN M 2.00 X 0 0 0 MILLER BARBARA 2.00 X 0 0 0 MOSS JR REVEREND DR OTIS 2.00 X 0 0 0 POLLOCK LARRY 2.00 X 0 0 0 RATNER ALBERT B 2.00 X 0 0 0 ROBINSON BARBARA 2.00 X 0 0 0 ROSENBERG ENID 2.00 X 0 0 0 SILBERMAN LEO 2.00 X 0 0 0 STERN WILLIAM B 2.00 X 0 0 0 WASSERSTROM PHIL 2.00 X 0 0 0 WEISS JUDITH 2.00 X 0 0 0 WESTLAKE PAUL 2.00 X 0 0 0 SILVER ADELE 2.00 X 0 0 0 CORRIGAN DAVIS MARY ANN 2.00 X 0 0 0 CHELM RENEE 2.00 X X 0 0 0 GRIES ROBERT D 2.00 X X 0 0 0 LIBMAN KEITH 2.00 X X 0 0 0 222446 0 13333 0 0 0 0 0 119723 22499 151012 1539134 1832368 MUSEUM ADMISSIONS 900099 138390 138390 138390 217507 217507 82278 0 82278 82278 82278 350700 22499 99104 251596 251596 82339 89238 -6899 -6899 2515240 131491 0 551381 130000 58500 65000 6500 651526 497099 110305 44122 58016 38784 14923 4309 61472 41094 15812 4566 300 300 19350 19350 56446 31172 17808 7466 32252 20977 8748 2527 10609 7092 2729 788 209405 119561 69713 20131 7576 5065 1948 563 1103 737 284 82 220568 175113 42796 2659 1013496 803836 196758 12902 19702 15762 3940 EXHIBITION EXPENSES 241476 241476 ESSAY CONTEST 163757 163757 EDUCATION PROGRAM EXPEN 27745 27745 BANK FEES 15885 14297 1588 24748 15600 6002 3146 2965432 2277667 578004 109761 444935 815416 699378 512446 1528604 1199498 1076 78601 84404 42361 97567 118776 14568129 8071689 7502086 6496440 4466902 5416579 3010880 3380778 17835832 18060895 370778 430821 60728 69889 6300000 6300000 120000 120000 1256800 438999 8108306 7359709 X 5933778 6264743 308966 389794 3484782 4046649 9727526 10701186 17835832 18060895 X -450192 593388 830464 X 0 1 X 1 0 X 1484764 1436843 3761866 2826591 1832368 11342432 1484764 1436843 3761866 2826591 1832368 11342432 3682284 7660148 149967 120018 152867 133495 217507 773854 12116286 1080934 0.63220 0.57360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 8177160 856193 893173 384000 9542526 6992419 1489769 44972 350000 8177160 5995626 584600 657485 245292 6992419 5748781 475745 228900 5995626 6185670 -316889 120000 5748781 0.68000 0.32000 0.00000 0 0 8293539 1797099 6496440 6274590 6274590 0 6496440 INVESTMENT IN FEDERATION POOLED FUNDS 3380778 F 3380778 RATE SWAP LIABILITY 424937 AGENCY FUNDS 14062 438999 X 4221592 593388 183396 929568 1706352 2515240 0 2515240 3247932 183396 99104 282500 2965432 0 2965432 PART III, LINE 1A: THE MUSEUM'S STANDING EXHIBITS ARE GENERALLY COMPRISED OF ITEMS, WHICH ARE DONATED AND/OR LOANED AT NO COST. THE MUSEUM HAS NOT CAPITALIZED ANY OF ITS COLLECTIONS. PART III, LINE 4: THE MUSEUM HOUSES THE TEMPLE-TIFERETH ISRAEL'S GALLERY, AN INTERNATIONALLY-RECOGNIZED COLLECTION OF JUDAICA. THE MUSEUM ALSO HOUSES A VARIETY OF INTERACTIVE AND EXPERIENTIAL EXHIBITS USING VARIOUS MEDIA, WHICH BRINGS REGIONAL JEWISH HISTORY TO LIFE. IT ALSO HOUSES A DISPLAY OF JUDAIC ART, RITUAL OBJECTS AND ARTIFACTS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE MUSEUM'S PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 819,785. GAIN ON UNCOLLECTIBLE PLEDGES 10,679. SPECIAL EVENTS EXPENSES 99,104. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 99,104. SCHEDULE D, PART X, LINE 2: THE MUSEUM HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE MUSEUM MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE MUSEUM, THE CONTINUED TAX-EXEMPT STATUS OF BONDS ISSUED, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. AT JUNE 30, 2013 THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. AWARD CEREMONY 373199 22499 350700 59734 39370 373199 22499 350700 59734 39370 99104 251596 1 X 0 0 0 0 0 0 0 0 0 A COUNTY OF CUYAHOGA OHIO 346000817 232260AA7 2006-11-09 6300000 REIMBURSE FOR ACQUISITION, CONSTRUCTION, IMPROVEMENT, FURNISHING COSTS 0 0 0 A 6300000 87520 25500 6186980 2005 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 JP MORGAN 30.000000000000 0 0 0 NA 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 2 MR. MILTON MALTZ, CHAIRMAN OF THE BOARD, IS MARRIED TO MRS. TAMAR MALTZ, PRESIDENT. MR. MALTZ, MRS. MALTZ AND JAMES GOMEZ ARE EACH OFFICERS OF THE MUSEUM AND HAVE A BUSINESS RELATIONSHIP. BARRY REIS, TREASURER OF THE MUSEUM, IS AN OFFICER OF THE JEWISH FEDERATION OF CLEVELAND WHICH IS A MEMBER OF THE MUSEUM. FORM 990, PART VI, SECTION A, LINE 6 PURSUANT TO THE MUSEUM'S ARTICLES OF INCORPORATION, THERE ARE THREE CLASSES OF MEMBERS: THE MALTZ FAMILY FOUNDATION MEMBER, THE TEMPLE TIFERETH ISRAEL MEMBER AND THE JEWISH FEDERATION OF CLEVELAND MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE RIGHTS OF EACH CLASS OF MEMBERS, INCLUDING THE RIGHT TO ELECT TRUSTEES, ARE DETAILED IN THE MUSEUM'S CODE OF REGULATIONS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE AUTHORITY TO APPROVE THE FOLLOWING ACTIONS: LIQUIDATION OR DISSOLUTION OF THE MUSEUM; MERGER, CONSOLIDATION OR TRANSFER OF THE MUSEUM ASSETS; AND REPEAL, MODIFY AND OR AMEND THE MUSEUM'S GOVERNING DOCUMENTS. THE TRUSTEES ARE CHARGED WITH OVERSIGHT OF ALL OPERATIONAL AND FINANCIAL DECISIONS OF THE MUSEUM. THE SEVEN CLASSES OF TRUSTEES ARE: FOUNDATION, TEMPLE, FEDERATION, AT-LARGE, HONORARY, EX-OFFICIO, AND INSTITUTIONAL. HONORARY AND EX-OFFICIO CLASSES HAVE A VOICE BUT NO VOTE, ALL OTHER CLASSES HAVE BOTH A VOICE AND A VOTE. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES IS NOTIFIED THAT A PUBLIC DISCLOSURE COPY OF THE FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING, UPON REQUEST. THE 990 IS ALSO DISTRIBUTED TO THE FINANCE COMMITTEE OF THE MUSEUM. THIS GROUP SPENDS TIME DURING A MEETING TO REVIEW THE FORM IN DETAIL BEFORE FILING. SCHEDULE B, WHICH REFLECTS CONTRIBUTOR INFORMATION AND IS NOT REQUIRED TO BE PUBLICLY DISCLOSED, IS OMITTED FROM THE COPY DISTRIBUTED AND REVIEWED BY THESE GROUPS, TO MAINTAIN DONOR CONFIDENTIALITY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY A CONFLICT OF INTEREST QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY EVERY TRUSTEE AND OFFICER. THE RESULTS ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR AND OFFICERS FOR ANY CONFLICTS. ANY CONFLICTS ARE REPORTED AND REVIEWED WITH THE BOARD FOR RESOLUTION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND BOARD ADOPTED POLICIES ARE NOT MADE AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP 819,785. GAIN ON UNCOLLECTIBLE PLEDGES 10,679. ESTIMATE OF VOLUNTEERS FORM 990, PART I, LINE 6 SCHEDULES ARE MAINTAINED FOR THE WORK OF EACH VOLUNTEER. THE VOLUNTEERS PROVIDE SERVICE IN THE MUSEUM STORE, VISITOR SERVICES, SPEAKERS BUREAU AND AS MEMBERS OF THE FRIENDS OF THE MALTZ MUSEUM, A GROUP THAT HELPS RAISE FUNDS AND AWARENESS THROUGH VARIOUS ACTIVITIES.