MALTZ MUSEUM OF JEWISH HERITAGE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MALTZ MUSEUM OF JEWISH HERITAGE (EIN 04-3684531)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201231369349305528
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T13:59:47-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 LAKESIDE AVE SUITE 1400 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441141152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043684531 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MALTZ MUSEUM OF JEWISH HERITAGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MALT | NameControl |
| Phone | 2165930575 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 RICHMOND ROAD | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY REIS | Name |
| Title | TREASURER | Title |
| Phone | 2165930575 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2165231900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JUDITH A FENIGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 RICHMOND ROAD | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4547878 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MALTZMUSEUM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE MALTZ MUSEUM OF JEWISH HERITAGE IS AN AMERICAN STORY OF DIVERSITY & TOLERANCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 15 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1436843 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3761866 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 138772 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 186279 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 120791 | InvestmentIncomePriorYear |
| Investment Income Current Year | 155172 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 26419 | OtherRevenuePriorYear |
| Other Revenue Current Year | 179152 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1722825 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4282469 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 686646 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 865718 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 176464 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2021451 | OtherExpensePriorYear |
| Other Expenses Current Year | 1886820 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2708097 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2752538 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -985272 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1529931 | RevenuesLessExpensesCY |
| Total Assets BOY | 15652627 | TotalAssetsBOY |
| Total Assets EOY | 17869853 | TotalAssetsEOY |
| Total Liabilities BOY | 7027226 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6939650 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8625401 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10930203 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MALTZ MUSEUM OF JEWISH HERITAGE INTRODUCES VISITORS TO THE BEAUTY & 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1798949 | Expense |
| Revenue | 74687 | Revenue |
| Description | 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. THEMES OF THE EXHIBITIONS WERE CREATED IN 2005 TO DIRECTLY FULFILL THE MUSEUM'S MISSION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 157003 | Expense |
| Description | STOP THE HATE: YOUTH SPEAK OUT - IN ITS THIRD YEAR, THIS ESSAY CONTEST FOR 6-12 GRADERS IN A 7-COUNTY AREA ATTRACTED 1,703 ENTRIES, ENGAGED HUNDREDS OF READERS AND JUDGES, REACHED INTO SCHOOLS AND HOMES AND COMMUNITIES WITH A MESSAGE OF NON-VIOLENCE AND STUDENT INVOLVEMENT, AND BROUGHT 325 PEOPLE TO AN AWARDS CEREMONY WHERE FINALISTS READ THEIR ESSAYS. BY WRITING ABOUT HATE, DISCRIMINATION, BULLYING, PREJUDICE AND MORE, STUDENTS OFFERED THEIR IDEAS AND BECAME PART OF THE SOLUTION. THIS DIRECTLY ADDRESSES OUR MISSION OF DIVERSITY AND TOLERANCE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 121618 | Expense |
| Revenue | 84167 | Revenue |
| Description | SPECIAL EXHIBITIONS FULFILL THE MUSEUM'S MISSION BY AUGMENTING THE MESSAGES AND EDUCATIONAL OUTREACH OF THE PERMANENT COLLECTIONS. BETWEEN JULY 2010 - JUNE 2011, THE MUSEUM DISPLAYED FOUR EXHIBITIONS: WOMEN & SPIRIT: CATHOLIC SISTERS IN AMERICA, NAZI OLYMPICS: BERLIN 1936, ABOUT THE RIGHT OF BEING DIFFERENT: WORKS FROM THE PROGRESSIVE ART COLLECTION, AND WALKING TEL AVIV: PHOTOGRAPHS BY DAVID BERGHOLZ. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2077570 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 15 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH A FENIGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2165930575 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 RICHMOND ROAD | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MALTZ MILTON S | ||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 |
| MALTZ TAMAR | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| BRANDON BETH WAIN | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| CIMPERMAN JOE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CLARK PAUL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| COHEN RONALD B | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DINNER GRANT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| FREIBERG LOUIS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| GOLDBERG JORDAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| GOODMAN LOIS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KATZ DAVID | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KRAUSE ALAN M | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARBLESTONE KEN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MILLER BARBARA | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MOSS JR REVEREND DR OTIS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| POLLOCK LARRY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RATNER ALBERT B | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBINSON BARBARA | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROSENBERG ENID | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SILBERMAN LEO | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| STERN WILLIAM B | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WASSERSTROM PHIL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WEISS JUDITH | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WESTLAKE PAUL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CHELM RENEE | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| GRIES ROBERT D | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| LIBMAN KEITH | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| TERESI ADAM | ||||||
| ASSISTANT SECRETARY | 40.00 | X | 42077 | 0 | 2478 | |
| GOMEZ JAMES O | ||||||
| ASSISTANT TREASURER | 2.00 | X | 0 | 0 | 0 | |
| FENIGER JUDITH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 150000 | 0 | 6768 | |
| REIS BARRY | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 192077 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 9246 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 110184 | MembershipDues |
| Government Grants | 336490 | GovernmentGrants |
| All Other Contributions | 3315192 | AllOtherContributions |
| Total Contributions | 3761866 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUSEUM ADMISSIONS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 186279 | TotalRevenueColumn |
| Related Or Exempt Function Income | 186279 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 186279 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 152867 | TotalRevenueColumn |
| Exclusion | $152,867 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 92214 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 89909 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2305 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2305 | TotalRevenueColumn |
| Exclusion | $2,305 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 270749 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 125939 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 144810 | TotalRevenueColumn |
| Exclusion | $144,810 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 83903 | GrossSalesOfInventory |
| Cost Of Goods Sold | 49561 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34342 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34342 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4282469 | TotalRevenueColumn |
| Related Or Exempt Function Income | 220621 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $299,982 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150000 | Total |
| Program Services | 82500 | ProgramServices |
| Management And General | 37500 | ManagementAndGeneral |
| Fundraising | 30000 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 588831 | Total |
| Program Services | 390187 | ProgramServices |
| Management And General | 101093 | ManagementAndGeneral |
| Fundraising | 97551 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5158 | Total |
| Program Services | 3301 | ProgramServices |
| Management And General | 980 | ManagementAndGeneral |
| Fundraising | 877 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59092 | Total |
| Program Services | 37819 | ProgramServices |
| Management And General | 11227 | ManagementAndGeneral |
| Fundraising | 10046 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62637 | Total |
| Program Services | 40088 | ProgramServices |
| Management And General | 11901 | ManagementAndGeneral |
| Fundraising | 10648 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175 | Total |
| Management And General | 175 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18695 | Total |
| Management And General | 18695 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40075 | Total |
| Program Services | 25100 | ProgramServices |
| Management And General | 6825 | ManagementAndGeneral |
| Fundraising | 8150 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39702 | Total |
| Program Services | 39249 | ProgramServices |
| Management And General | 402 | ManagementAndGeneral |
| Fundraising | 51 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48809 | Total |
| Program Services | 17531 | ProgramServices |
| Management And General | 27660 | ManagementAndGeneral |
| Fundraising | 3618 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12206 | Total |
| Management And General | 12206 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211533 | Total |
| Program Services | 194521 | ProgramServices |
| Management And General | 15128 | ManagementAndGeneral |
| Fundraising | 1884 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14376 | Total |
| Program Services | 8047 | ProgramServices |
| Management And General | 2267 | ManagementAndGeneral |
| Fundraising | 4062 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1005 | Total |
| Program Services | 770 | ProgramServices |
| Fundraising | 235 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205388 | Total |
| Management And General | 205388 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 922989 | Total |
| Program Services | 891629 | ProgramServices |
| Management And General | 22168 | ManagementAndGeneral |
| Fundraising | 9192 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18901 | Total |
| Program Services | 368 | ProgramServices |
| Management And General | 18533 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EDUCATION PROGRAM EXPEN | 183200 | 183200 | ||
| EXHIBITION EXPENSES | 121137 | 121137 | ||
| BAD DEBT EXPENSE | 32144 | 32144 | ||
| BANK FEES | 11342 | 6572 | 4770 | |
| MEMBERSHIP/SUBSCRIPTION | 4991 | 3407 | 1434 | 150 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152 | Total |
| Management And General | 152 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2752538 | Total |
| Program Services | 2077570 | ProgramServices |
| Management And General | 498504 | ManagementAndGeneral |
| Fundraising | 176464 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275621 | BOY |
| EOY | 505588 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331478 | BOY |
| EOY | 554706 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85012 | BOY |
| EOY | 1611868 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4341 | BOY |
| EOY | 26992 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96409 | BOY |
| EOY | 83940 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133990 | BOY |
| EOY | 109687 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14516996 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6054766 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9052598 | BOY |
| EOY | 8462230 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3020510 | BOY |
| EOY | 3311783 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2643638 | BOY |
| EOY | 3125930 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9030 | BOY |
| EOY | 77129 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15652627 | BOY |
| EOY | 17869853 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274631 | BOY |
| EOY | 403232 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202166 | BOY |
| EOY | 61418 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6300000 | BOY |
| EOY | 6300000 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55000 | BOY |
| EOY | 175000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195429 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7027226 | BOY |
| EOY | 6939650 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8540389 | BOY |
| EOY | 8629431 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85012 | BOY |
| EOY | 119631 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2181141 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8625401 | BOY |
| EOY | 10930203 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15652627 | BOY |
| EOY | 17869853 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1529931 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 774871 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3246993 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1767707 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1484764 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1436843 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3761866 | CurrentTaxYear |
| Total | 11698173 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3246993 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1767707 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1484764 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1436843 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3761866 | CurrentTaxYear |
| Total | 11698173 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5685073 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6013100 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 212252 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 159038 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 149967 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120791 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155172 | CurrentTaxYear |
| Total | 797220 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12495393 | TotalSupport |
| Gross Receipts From Admissions Etc | 1458665 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.48120 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57030 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5995626 | BeginningOfYearBalance |
| Contributions | 584600 | Contributions |
| Investment Earnings Or Losses | 657485 | InvestmentEarningsOrLosses |
| Other Expenditures | 245292 | OtherExpenditures |
| End Of Year Balance | 6992419 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5748781 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 475745 | InvestmentEarningsOrLosses |
| Other Expenditures | 228900 | OtherExpenditures |
| End Of Year Balance | 5995626 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6185670 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -316889 | InvestmentEarningsOrLosses |
| Other Expenditures | 120000 | OtherExpenditures |
| End Of Year Balance | 5748781 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.91600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08400 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8280419 | OtherCostOrOtherBasis |
| Depreciation | 1112411 | Depreciation |
| Book Value | 7168008 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6214300 | OtherCostOrOtherBasis |
| Depreciation | 4942355 | Depreciation |
| Book Value | 1271945 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22277 | OtherCostOrOtherBasis |
| Book Value | 22277 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8462230 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN FEDERATION POOLED FUNDS | Description |
| Book Value | 3125930 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3125930 | TotalOfBookValueSecurities |
| Total Revenue | 4282469 | TotalRevenue |
| Total Expenses | 2752538 | TotalExpenses |
| Excess Or Deficit For Year | 1529931 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 502313 | NetUnrealizedGLOnInvestments |
| Other | $272,558 | OtherAmount |
| Total Adjustments | 774871 | TotalAdjustments |
| Excess Or Deficit Per FS | 2304802 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5033431 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 502313 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 154854 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 125939 | OtherRevenues |
| Revenue Not Rptd F990 | 783106 | RevenueNotRptdF990 |
| Revenue Subtotal | 4250325 | RevenueSubtotal |
| Other Revenues Not Included | 32144 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 32144 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4282469 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3001187 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 154854 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 125939 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 280793 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2720394 | ExpensesSubtotal |
| Other Expenses Not Included | 32144 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 32144 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2752538 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| PART V, LINE 4: | THE MUSEUM'S ENDOWMENT CONSISTS OF BOARD DESIGNATED ENDOWMENT FUNDS AND RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR THE PURPOSE OF FINANCIALLY SUPPORTING THE MUSEUM'S MISSION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| CHANGE IN VALUE OF INTEREST RATE SWAP 272,558. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| DIRECT FUNDRAISING EXPENSES 125,939. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| ALLOWANCE FOR UNCOLLECTED PLEDGES 32,144. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| DIRECT FUNDRAISING EXPENSES 125,939. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| ALLOWANCE FOR UNCOLLECTED PLEDGES 32,144. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | |
| 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, 2011 AND 2010, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNIVERSARY GALA | NameOfEvent1 |
| Gross Receipts Event1 | 270749 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 270749 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 125939 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 270749 | GrossReceiptsTotal |
| Gross Revenue Total Events | 270749 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 125939 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 125939 | DirectExpenseSummaryEvents |
| Net Income Summary | 144810 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FENIGER JUDITH | NamePerson |
| Base Compensation Filing Org | 150000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6768 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 156768 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUYAHOGA CTY CULTURAL FACILITY REVENUE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 346000817 | IssuerEIN |
| CUSIP Number | 232260AA7 | CUSIPNumber |
| Date Issued | 2006-11-01 | DateIssued |
| Issue Price | 6300000 | IssuePrice |
| Description Of Purpose | ACQUISITION, CONSTRUCTION, IMPROVEMENT, FURNISHING & EQUIPMENT COSTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 6300000 | TotalProceeds |
| Issuance Costs From Proceeds | 113020 | IssuanceCostsFromProceeds |
| Capital Expenditures | 6186980 | CapitalExpenditures |
| Year Of Subst Completion | 2005 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan To OrganizationLoanToOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| LOU FREIBERG | ||||||
| FOR IMPROVEMENTS TO INTERIOR OF MUSEUM. PAID BACK SUBSEQUENT TO YEAR END. | X | $25,000 | 25000 | 0 | 0 | 1 |
| DAVID KATZ | ||||||
| FOR IMPROVEMENTS TO INTERIOR OF MUSEUM. PAID BACK SUBSEQUENT TO YEAR END. | X | $30,000 | 30000 | 0 | 0 | 1 |
| JEWISH FEDERATION OF CLEVELAND | ||||||
| TO RECONSTRUCT THE DRIVEWAY INTO THE MUSEUM | X | $120,000 | 120000 | 0 | 0 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 175000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MR. MILTON MALTZ, CHAIRMAN OF THE BOARD IS MARRIED TO MRS. TAMAR MALTZ, PRESIDENT, BOTH ARE ALSO TRUSTEES. MR MALTZ, MRS MALTZ AND JAMES GOMEZ ARE ALL OFFICERS AND ALSO HAVE A BUSINESS RELATIONSHIP. BARRY REIS IS AN EMPLOYEE OF THE JEWISH FEDERATION OF CLEVELAND, WHICH IS A MEMBER OF THE MUSEUM. THE MALTZ FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION OF THE FEDERATION. MR. REIS IS ALSO THE TREASURER OF THE MUSEUM. | |
| FORM 990, PART VI, SECTION A, LINE 6 | PURSUANT TO THE MUSEUM'S ARTICLES OF INCORPORATION AND ITS CODE OF REGULATIONS, THE MEMBERS ELECT TRUSTEES WHO APPROVE SIGNIFICANT DECISIONS ON A REGULAR BASIS. THE MEMBERS MEET ANNUALLY AND HAVE A RIGHT TO PARTICIPATE IN THE MUSEUM'S GOVERNANCE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | 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. 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. THERE ARE SEVEN CLASSES OF TRUSTEES; THE FOUNDATION CLASS; THE TEMPLE CLASS; THE FEDERATION CLASS; THE AT LARGE CLASS; THE HONORARY CLASS; THE EX OFFICIO CLASS AND THE INSTITUTIONAL CLASS. THE 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 DIRECTORS DELEGATED THE REVIEW PROCESS TO THE FINANCE COMMITTEE, ADDING THAT ANY TRUSTEE IS WELCOME TO REVIEW IT BEFORE COMPLETION. | |
| 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 B, LINE 12C | |
| 15A - COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS ESTABLISHED BY A COMPENSATION COMMITTEE FORMED BY THE BOARD OF TRUSTEES. 15B - COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY MANAGEMENT AFTER AN ANNUAL PERFORMANCE REVIEW IS CONDUCTED AND MARKET CONDITIONS AND COMPARABILITY DATA ARE CONSIDERED. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE MUSEUM PROVIDES ACCESS TO ITS FORM 990 UPON REQUEST. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND BOARD ADOPTED POLICIES ARE NOT MADE AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 502,313. CHANGE IN VALUE OF INTEREST RATE SWAP 272,558. TOTAL TO FORM 990, PART XI, LINE 5: 774,871. | FORM 990, PART XI, LINE 5: |
| THERE HAS BEEN NO CHANGE IN THE OVERSIGHT AND SELECTION PROCESS DURING THE YEAR. | FORM 990, PART XII, LINE 2C | |
| ESTIMATE OF VOLUNTEERS | SCHEDULES ARE MAINTAINED FOR THE WORK SCHEDULE 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. | FORM 990, PART I, LINE 6 |
Comments