HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC (EIN 36-3156154)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201123189349306432
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T16:01:48-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN KALLICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363156154 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOLO | NameControl |
| Phone | 8479674800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9603 WOODS DRIVE | AddressLine1 |
| City | SKOKIE | City |
| State | IL | State |
| ZIP Code | 60077 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID HAFFT | Name |
| Title | TREASURER | Title |
| Phone | 8479674800 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| Phone | 3122071040 | Phone |
| Date Prepared | 2011-11-14 | DatePrepared |
| 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 | FRITZIE FRITZSHALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9603 WOODS DRIVE | AddressLine1 |
| City | SKOKIE | City |
| State | IL | State |
| ZIP Code | 60077 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16727554 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ILHOLOCAUSTMUSEUM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO RECORD, REMEMBER, AND EDUCATE THE PUBLIC ABOUT THE HOLOCAUST. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 62 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 62 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 37244 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -18531 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3639045 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3674423 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 588123 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 624243 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 685157 | InvestmentIncomePriorYear |
| Investment Income Current Year | 986200 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 651710 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1525802 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5564035 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6810668 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10581 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 26655 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2036672 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2217111 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 903667 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6342066 | OtherExpensePriorYear |
| Other Expenses Current Year | 5334517 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8389319 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7578283 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2825284 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -767615 | RevenuesLessExpensesCY |
| Total Assets BOY | 64756076 | TotalAssetsBOY |
| Total Assets EOY | 62461033 | TotalAssetsEOY |
| Total Liabilities BOY | 33444556 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 32590691 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31311520 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29870342 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER IS DEDICATED TO PRESERVING THE LEGACY OF THE HOLOCAUST BY HONORING THE MEMORIES OF THOSE WHO WERE LOST AND BY TEACHING UNIVERSAL LESSONS THAT COMBAT HATRED, PREJUDICE AND INDIFFERENCE. THE MUSEUM FULFILLS ITS MISSION THROUGH THE EXHIBITION, PRESERVATION AND INTERPRETATION OF ITS COLLECTIONS AND THROUGH EDUCATION PROGRAMS AND INITIATIVES THAT FOSTER THE PROMOTION OF HUMAN RIGHTS AND THE ELIMINATION OF GENOCIDE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4954931 | Expense |
| Revenue | 396732 | Revenue |
| Description | THE ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER IS A PROJECT OF THE HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS. THE MUSEUM CONTAINS THE LARGEST COLLECTION IN THE MIDWEST OF MEMORABILIA DONATED BY SURVIVORS AND LIBERATORS OF THE HOLOCAUST IN THE MIDWEST. THE MUSEUM, WHICH OPENED ITS DOORS TO THE PUBLIC ON APRIL 19, 2009, IS DEDICATED TO PRESERVING THE MEMORIES OF THOSE LOST IN THE HOLOCAUST AND TEACHING CURRENT GENERATIONS ABOUT THE NEED TO FIGHT HATRED, INDIFFERENCE AND GENOCIDE IN TODAY'S WORLD. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 825793 | Expense |
| Grants | 26655 | Grants |
| Revenue | 195332 | Revenue |
| Description | THE FOUNDATION FACILITATES SEMINARS, SYMPOSIA, AND COLLEGE LEVEL COURSES REGARDING HOLOCAUST EDUCATION. THROUGH ITS SPEAKERS BUREAU. SURVIVORS AND LIBERATORS OF THE HOLOCAUST ARE AVAILABLE TO ADDRESS AUDIENCES REGARDING THE HOLOCAUST. THE MUSEUM OFFERS A WIDE ARRAY OF PUBLIC PROGRAMS INCLUDING COMMEMORATIONS, GUEST SPEAKERS, CONCERTS, AND FAMILY PROGRAMS. DOCENT-LED AND SELF-GUIDED TOURS ARE AVAILABLE TO SCHOOLS, UNIVERSITIES, AND THE GENERAL PUBLIC. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 441362 | Expense |
| Revenue | 32179 | Revenue |
| Description | THE MUSEUM HAS FIVE EXHIBITION SPACES. THE ZEV AND SHIFRA KARKOMI PERMANENT EXHIBITION TELLS THE STORY OF THE HOLOCAUST THROUGH THE OBJECTS AND VOICES OF CHICAGOLAND SURVIVORS. FROM PRE-WAR GERMAN LIFE THROUGH THE CONCENTRATION CAMPS TO EVENTUAL LIBERATION, MORE THAN 500 DOCUMENTS, PHOTOGRAPHS, AND ARTIFACTS, INCLUDING A GERMAN RAIL CAR OF THE TYPE USED IN NAZI DEPORTATION PROGRAMS, ILLUSTRATE THE NARRATIVE OF THE HOLOCAUST. THIS EXHIBITION HIGHLIGHTS ARTIFACTS FROM THE NEARLY 14,000 PIECE COLLECTION THE MUSEUM STEWARDS. THE MILLER FAMILY YOUTH EXHIBITION IS A STATE-OF-THE-ART, INTERACTIVE EXHIBIT THAT HELPS YOUNGER VISITORS IDENTIFY WHO THEY ARE AS INDIVIDUALS AND LEARN HOW TO MAKE THE DIFFICULT DECISIONS THAT LEAD TO BEING AN "UPSTANDER" RATHER THAN A BYSTANDER.THE LEGACY OF ABSENCE GALLERY FEATURES WORKS BY INTERNATIONAL ARTISTS ADDRESSING THEMES OF ABSENCE AND LOSS IN THE CONTEXT OF THE HOLOCAUST AND OTHER GENOCIDES. THE ROOM OF REMEMBRANCE PAYS SPECIAL HOMAGE TO THE SIX MILLION JEWS MURDERED DURING THE HOLOCAUST WHILE THE PRITZKER HALL OF REFLECTION PROVIDES A CONTEMPLATIVE SPACE FOR VISITORS COMPLETING THEIR JOURNEY THROUGH THE MUSEUM. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6222086 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 34 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 62 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 62 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | 1 | 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 | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH KIJEK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8479674866 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9603 WOODS DRIVE | AddressLine1 |
| City | SKOKIE | City |
| State | IL | State |
| ZIP Code | 60077 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (67 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| SAMUEL R HARRIS | ||||||||
| PRESIDENT EMERITUS | 1.00 | X | X | 0 | 0 | 0 | ||
| FRITZIE FRITZSHALL | ||||||||
| PRESIDENT OF BOARD | 1.00 | X | X | 0 | 0 | 0 | ||
| HOWARD SWIBEL | ||||||||
| CHAIR, EXECUTIVE COMMITTEE | 1.00 | X | X | 0 | 0 | 0 | ||
| AARON ELSTER | ||||||||
| VICE PRESIDENT OF BOARD | 1.00 | X | X | 0 | 0 | 0 | ||
| BARBARA STEINER | ||||||||
| VICE PRESIDENT OF BOARD | 1.00 | X | X | 0 | 0 | 0 | ||
| RALPH REHBOCK | ||||||||
| VICE PRESIDENT OF BOARD | 1.00 | X | X | 0 | 0 | 0 | ||
| HARVEY SALTZMAN | ||||||||
| SECRETARY OF BOARD | 1.00 | X | X | 0 | 0 | 0 | ||
| LIZ XILAS | ||||||||
| ASSISTANT SECRETARY OF BOARD | 1.00 | X | X | 0 | 0 | 0 | ||
| DAVID HAFFT | ||||||||
| TREASURER OF BOARD | 1.00 | X | X | 0 | 0 | 0 | ||
| HOWARD ACKERMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JUDGE GERALD BENDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JUDGE MICHAEL BENDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NATHAN BRILL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANDREA GOODMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES GOODMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MITCH GREENBERG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DOVIE HORVITZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BETH KIBORT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HARLEY KORMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| AL LACHMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ABBEY ROMANEK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL RUBENSTEIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICK SALOMON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICK STRUSINER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RANDY WINTERS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHANNA BRAININ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SIMONA CITRON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT EISENSTADT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID FIGMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HELGA FRANKS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT GENDELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE GIDDENS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID GOLDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROSALIE HAR-EL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DEDE HARRIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY HECHTMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LARRY HEIMLICH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL HEIMLICH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DIANE ISRAEL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HENRY JELEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PETER KADENS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CALVIN KANTER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| IDA KERSZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD KORENGOLD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EILEEN KUGMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ELLIOT LEFKOVITZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVE LUNDY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL MARCOVICI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JEFFRY PFEFFER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARV ROTTER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ADAM SCHECTER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BERNIE SCHUTZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LILO SHARON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BECKY SHIFFMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SARI SHUMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LIZA SILBERT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JULIE SMOLYANSKY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LEON STEIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EVA THALHEIMER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HELEN WEISMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| OLGA WEISS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ADELE ZAVEDUK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD S HIRSCHHAUT | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 282500 | 0 | 103640 | |||
| PATRICIA WHITE | ||||||||
| DEPUTY DIRECTOR OF DEVELOPMENT | 40.00 | 152125 | 0 | 5024 | X | |||
| EVETTE L SIMON | ||||||||
| DIRECTOR OF OPERATIONS | 40.00 | 104500 | 0 | 4970 | X | |||
| KENNETH COOPER | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 114500 | 0 | 4636 | X | |||
| NOREEN B BRAND | ||||||||
| DIRECTOR OF EDUCATION | 40.00 | 107500 | 0 | 4970 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 761125 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 123240 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LEVY SECURITY CORPORATION | |||||
| 6070 EAGLE WAY | CHICAGO | IL | 60678 | BUILDING SECURITY | 433794 |
| EXPLUS INCORPORATED | |||||
| 44156 MERCURE CIRCLE | DULLES | VA | 20166 | PERMANENT EXHIBITION FABRICATION | 229640 |
| TRIANGLE PRINTERS | |||||
| 3737 CHASE AVENUE | SKOKIE | IL | 60076 | PRINTING | 180706 |
| ARAMARK B&I GROUP | |||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | CAFE OPERATIONS | 149028 |
| BULLEY & ANDREWS | |||||
| 75 REMITTANCE DRIVE SUITE 1709 | CHICAGO | IL | 60622 | GENERAL CONTRACTOR | 129091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Membership Dues | 293139 | MembershipDues |
| Fundraising Events | 456892 | FundraisingEvents |
| Government Grants | 200000 | GovernmentGrants |
| All Other Contributions | 2724392 | AllOtherContributions |
| Noncash Contributions | 35894 | NoncashContributions |
| Total Contributions | 3674423 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS INCOME | 611710 | 461028 | 461028 |
| OTHER PROGRAMS | 611710 | 114160 | 114160 |
| SPEAKER INCOME | 611710 | 49055 | 49055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 624243 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 603652 | TotalRevenueColumn |
| Exclusion | $603,652 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9462413 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9079865 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 382548 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 382548 | TotalRevenueColumn |
| Exclusion | $382,548 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 1543063 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 456892 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 500387 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1042676 | TotalRevenueColumn |
| Exclusion | $1,042,676 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 600400 | GrossIncomeGaming |
| Gaming Direct Expenses | 187160 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 413240 | TotalRevenueColumn |
| Exclusion | $413,240 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 219360 | GrossSalesOfInventory |
| Cost Of Goods Sold | 149474 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69886 | TotalRevenueColumn |
| Unrelated Business Revenue | 37244 | UnrelatedBusinessRevenue |
| Exclusion | $32,642 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6810668 | TotalRevenueColumn |
| Related Or Exempt Function Income | 624243 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 37244 | UnrelatedBusinessRevenue |
| Exclusion | $2,474,758 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26655 | Total |
| Program Services | 26655 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386140 | Total |
| Program Services | 231684 | ProgramServices |
| Management And General | 77228 | ManagementAndGeneral |
| Fundraising | 77228 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1683425 | Total |
| Program Services | 1264269 | ProgramServices |
| Management And General | 54763 | ManagementAndGeneral |
| Fundraising | 364393 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147546 | Total |
| Program Services | 107607 | ProgramServices |
| Management And General | 8350 | ManagementAndGeneral |
| Fundraising | 31589 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3658 | Total |
| Management And General | 3658 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45500 | Total |
| Management And General | 45500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40000 | Total |
| Fundraising | 40000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13258 | Total |
| Management And General | 13258 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55087 | Total |
| Fundraising | 55087 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51445 | Total |
| Program Services | 51445 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66717 | Total |
| Program Services | 66717 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1105630 | Total |
| Program Services | 1035876 | ProgramServices |
| Management And General | 69754 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20299 | Total |
| Program Services | 8836 | ProgramServices |
| Management And General | 7147 | ManagementAndGeneral |
| Fundraising | 4316 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19053 | Total |
| Program Services | 5431 | ProgramServices |
| Management And General | 13622 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1189269 | Total |
| Program Services | 1189269 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1539847 | Total |
| Program Services | 1539847 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225119 | Total |
| Program Services | 153664 | ProgramServices |
| Management And General | 45253 | ManagementAndGeneral |
| Fundraising | 26202 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MUSEUM OPERATIONS | 318627 | 220636 | 9675 | 88316 |
| EDUCATION | 244464 | 244464 | ||
| MISCELLANEOUS EXPENSE | 178756 | 43316 | 8536 | 126904 |
| BANK CHARGES AND LETTER | 95786 | 95786 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122002 | Total |
| Program Services | 32370 | ProgramServices |
| Fundraising | 89632 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7578283 | Total |
| Program Services | 6222086 | ProgramServices |
| Management And General | 452530 | ManagementAndGeneral |
| Fundraising | 903667 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282175 | BOY |
| EOY | 238817 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 820682 | BOY |
| EOY | 519325 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6497012 | BOY |
| EOY | 4861997 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 17470 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 687890 | BOY |
| EOY | 711124 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70305 | BOY |
| EOY | 85185 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 524604 | BOY |
| EOY | 451683 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 47446579 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2836399 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45873331 | BOY |
| EOY | 44610180 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9718586 | BOY |
| EOY | 10689003 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17200 | BOY |
| EOY | 17200 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264291 | BOY |
| EOY | 259049 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64756076 | BOY |
| EOY | 62461033 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2015116 | BOY |
| EOY | 689545 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 26342 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28421237 | BOY |
| EOY | 28423698 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 970000 | BOY |
| EOY | 982226 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2038203 | BOY |
| EOY | 2468880 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33444556 | BOY |
| EOY | 32590691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23315404 | BOY |
| EOY | 24850265 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6746614 | BOY |
| EOY | 5015077 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1249502 | BOY |
| EOY | 5000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31311520 | BOY |
| EOY | 29870342 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64756076 | BOY |
| EOY | 62461033 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -767615 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -673563 | ReconcilationOtherChanges |
| 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 | 5798445 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9365629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6672420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3639045 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3674423 | CurrentTaxYear |
| Total | 29149962 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5798445 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9365629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6672420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3639045 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3674423 | CurrentTaxYear |
| Total | 29149962 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6609650 | AmountsSubstContributorsTotal |
| Public Support Total170 | 22540312 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 384387 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 484411 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 769220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 571442 | CurrentTaxYearMinus1Year |
| Current Tax Year | 603652 | CurrentTaxYear |
| Total | 2813112 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 31963074 | TotalSupport |
| Gross Receipts From Admissions Etc | 7981817 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71650 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $40,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 40000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | A RETAINER FOR A LAW FIRM WHICH ASSISTED THE ORGANIZATION IN SECURING GRANTS FROM THE STATE. THE LAW FIRM MAINTAINS CONTACT WITH THE STATE LEGISLATURE CONCERNING BOTH CURRENT AND POSSIBLE FUTURE GRANTS FROM THE STATE. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1268010 | BeginningOfYearBalance |
| Other Expenditures | 1263010 | OtherExpenditures |
| End Of Year Balance | 5000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2390395 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | 12271 | InvestmentEarningsOrLosses |
| Other Expenditures | 1139656 | OtherExpenditures |
| End Of Year Balance | 1268010 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2386902 | BeginningOfYearBalance |
| Contributions | 2573 | Contributions |
| Investment Earnings Or Losses | 920 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2390395 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| 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 | 45993803 | OtherCostOrOtherBasis |
| Depreciation | 2401054 | Depreciation |
| Book Value | 43592749 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1452776 | OtherCostOrOtherBasis |
| Depreciation | 435345 | Depreciation |
| Book Value | 1017431 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 44610180 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $357,081 |
| INTEREST RATE SWAP MARKED TO MARKET | $2,111,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2468880 | TotalOfAmounts |
| Total Revenue | 6810668 | TotalRevenue |
| Total Expenses | 7578283 | TotalExpenses |
| Excess Or Deficit For Year | -767615 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -106485 | NetUnrealizedGLOnInvestments |
| Other | -$567,078 | OtherAmount |
| Total Adjustments | -673563 | TotalAdjustments |
| Excess Or Deficit Per FS | -1441178 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7661421 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -106485 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 120217 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 837021 | OtherRevenues |
| Revenue Not Rptd F990 | 850753 | RevenueNotRptdF990 |
| Revenue Subtotal | 6810668 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6810668 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8535521 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 120217 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 837021 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 957238 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7578283 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7578283 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE VALUE OF THE FOUNDATION'S COLLECTION IS NOT INCLUDED IN THE FINANCIAL STATEMENTS. THE COST OF OBJECTS PURCHASED IS REPORTED AS OTHER CHANGES IN NET ASSETS IN THE STATEMENTS OF ACTIVITIES. THE FOUNDATION'S POLICY IS TO MAINTAIN AND CONTINUE TO ACQUIRE MATERIAL EVIDENCE, ART AND ARTIFACTS OF VICTIMS AND SURVIVORS OF THE HOLOCAUST (PRINCIPALLY 1933 TO 1945). FROM TIME TO TIME, OBJECTS MAY BE SOLD IN ACCORDANCE WITH THE FOUNDATION'S COLLECTION MANAGEMENT POLICY. DEACCESSION, THE PROCESS USED TO PERMANENTLY REMOVE AN OBJECT FROM THE FOUNDATION'S COLLECTION, MAY RESULT ONLY IF CERTAIN CONDITIONS HAVE BEEN MET. ALL PROCEEDS REALIZED FROM DEACCESSIONS ARE ALLOCATED TO PURCHASE OTHER OBJECTS FOR THE FOUNDATION'S COLLECTION. | |
| PART III, LINE 4: | THE MUSEUM CONTAINS THE LARGEST MIDWEST COLLECTION OF MEMORABILIA DONATED BY SURVIVORS AND LIBERATORS OF THE HOLOCAUST AND IS OPEN TO THE GENERAL PUBLIC. THAT COLLECTION FACILIATES THE MUSEUM'S PRIMARY MISSION OF REMEMBRANCE AND EDUCATION ABOUT THE HOLOCAUST. | |
| PART V, LINE 4: | TO PROVIDE LONG TERM ANNUAL SUPPORT FOR THE MUSEUM AND ITS MISSION. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE FOUNDATION'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE FOUNDATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS. THE FOUNDATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR FEDERAL, STATE OR LOCAL INCOME TAXES FOR PERIODS BEFORE 2007. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| UNREALIZED GAIN ON INTEREST RATE SWAP -567,078. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| DIRECT SPECIAL EVENT EXPENSE 687,547. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 149,474. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| DIRECT SPECIAL EVENT EXPENSE 687,547. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 149,474. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | TRAINING TEACHERS ABOUT THE HOLOCAUST | SpecificServicesProvided |
| Total Expenditures | 64228 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 64228 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 64228 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 1999955 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 456892 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 1543063 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 273407 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 226980 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 1999955 | GrossReceiptsTotal |
| Charitable Contributions Total | 456892 | CharitableContributionsTotal |
| Gross Revenue Total Events | 1543063 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 273407 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 226980 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 500387 | DirectExpenseSummaryEvents |
| Net Income Summary | 1042676 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 600400 | GrossRevenueOtherGaming |
| Rent Facility Costs Other Gaming | 70378 | RentFacilityCostsOtherGaming |
| Other Direct Expenses Other Gaming | 116782 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.10000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 600400 | GrossRevenueTotalGaming |
| Rent Facility Costs Total Gaming | 70378 | RentFacilityCostsTotalGaming |
| Other Direct Expenses Total Gaming | 116782 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 187160 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 413240 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | KEITH KIJEK | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9603 WOODS AVENUE | AddressLine1 |
| City | SKOKIE | City |
| State | IL | State |
| ZIP Code | 60077 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | JESSICA LINDHOLM | GamingManagerNamePerson |
| Gaming Manager Compensation | 6700 | GamingManagerCompensation |
| Gaming Manager Services Provided | OVERALL SUPERVISION AND MANAGEMENT OF EVENT | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE AMOUNTS GIVEN ARE FOR REIMBURSEMENTS AND FOR PROVIDING BUSINESS SERVICES TO THE MUSEUM. IN ORDER TO BE REIMBURSED, THE EDUCATIONAL INSTITUTIONS MUST PROVIDE A COPY OF THEIR PAYMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD S HIRSCHHAUT | |||||||||||||
| 222500 | 0 | 60000 | 0 | 0 | 0 | 85299 | 0 | 18341 | 0 | 386140 | 0 | 0 | 0 |
| PATRICIA WHITE | |||||||||||||
| 122125 | 0 | 30000 | 0 | 0 | 0 | 0 | 0 | 5024 | 0 | 157149 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | EXECUTIVE DIRECTOR, RICHARD S. HIRSCHHAUT, ACCRUED A DEFERRED COMPENSATION BENEFIT OF $85,299. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLAGE OF MORTON GROVE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 366006007 | IssuerEIN |
| CUSIP Number | 619271AA7 | CUSIPNumber |
| Date Issued | 2006-12-20 | DateIssued |
| Issue Price | 28500000 | IssuePrice |
| Description Of Purpose | ACQUISITION, CONSTRUCTION, AND EQUIPPING OF MUSEUM | 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 | 28500000 | TotalProceeds |
| Issuance Costs From Proceeds | 217371 | IssuanceCostsFromProceeds |
| Capital Expenditures | 28500000 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | 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 |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.01500 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.01500 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HARVEY SALTZMAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 180706 | AmountOfTransaction |
| Description Of Transaction | ORGANIZATION PURCHASES PRINTING SERVICES FROM TRIANGLE PRINTERS, A BUSINESS OWNED BY HARVEY SALTZMAN. THE TRANSACTION WAS AT ARMS LENGTH AND PRICING IS AT OR BELOW PRICING OBTAINED FROM OTHER PRINTERS UTILIZED BY THE ORGANIZATION. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 35894 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 69 | NumberOfContributions |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE G, RELATED TO THE NON-CASH DONATIONS OF ART AND HISTORICAL ARTIFACTS BECAUSE THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SAMUEL HARRIS, PRESIDENT EMERITUS DAVID HAFFT, TREASURER RELATIONSHIP: UNCLE - NEPHEW SAMUEL HARRIS, PRESIDENT EMERITUS DEDE HARRIS, DIRECTOR RELATIONSHIP: HUSBAND - WIFE FRITZIE FRITZSHALL, PRESIDENT EILEEN KUGMAN, DIRECTOR RELATIONSHIP: AUNT - NIECE DAVID HAFFT, TREASURER DEDE HARRIS, DIRECTOR RELATIONSHIP: NEPHEW - AUNT JUDGE GERALD BENDER, VICE PRESIDENT JUDGE MICHAEL BENDER, EXECUTIVE COMMITTEE RELATIONSHIP: FATHER - SON LARRY HEIMLICH, DIRECTOR MICHAEL HEIMLICH, DIRECTOR RELATIONSHIP: FATHER - SON DEDE HARRIS, DIRECTOR CALVIN KANTER, DIRECTOR RELATIONSHIP: IN LAWS | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CORPORATION SHALL HAVE A BOARD OF TRUSTEES WHICH SHALL HAVE THE AUTHORITY AND POWER TO: (I) ESTABLISH INVESTMENT POLICY AND GUIDELINES FOR THE CORPORATION; (II) REVIEW AND EITHER APPROVE OR REJECT THE ANNUAL BUDGET PROPOSED BY THE BOARD OF DIRECTORS; (III) REVIEW THE QUARTERLY OPERATING RESULTS (IV) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATIONS OF THE BOARD REGARDING PROPOSALS FOR BUDGETARY EXCEPTIONS AND CAPITAL PROJECTS FOR ANY SINGLE ITEM IN EXCESS OF $500,000 OR ANY SERIES OF RELATED ITEMS AGGREGATING IN EXCESS OF $500,000; AND (V) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATION BY THE BOARD OF DIRECTORS FOR THE HIRING OF THE EXECUTIVE DIRECTOR. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. ALL VOTING MEMBERS OF THE GOVERNING BODY ARE SENT A COPY OF THE FORM 990 PRIOR TO FILING THE RETURN. FINAL APPROVAL IS GIVEN BY THE BUDGET COMMITTEE. | |
| ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE EXECUTIVE COMMITTEE FOR POSSIBLE CONFLICTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE EXECUTIVE DIRECTOR SALARY UPON HIRE AND ALSO REVIEWS AND APPROVES HIS COMPENSATION ON AN ANNUAL BASIS. A SALARY SURVEY IS USED TO ANALYZE THE MARKET VALUE OF COMPARABLE POSITIONS WITH SIMILAR ORGANIZATIONS. THE SAME COMPENSATION REVIEW PROCESS IS UTILIZED FOR ALL DEPARTMENT HEADS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES OR AVAILABLE UPON WRITTEN REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -106,485. UNREALIZED GAIN ON INTEREST RATE SWAP -567,078. TOTAL TO FORM 990, PART XI, LINE 5: -673,563. | FORM 990, PART XI, LINE 5: |
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