2011-05-16T17:16:41-05:00 2010-06-30 RSM McGladrey Inc 1001 Lakeside Ave Suite 1400 Cleveland OH 441141152 990 2009-07-01 043684531 The Maltz Museum of Jewish Heritage MALT 2165930575 2929 Richmond Road Beachwood OH 44122 BARRY REIS 2165930575 2011-05-16 1 2165231900 2009 2016-02-24 21:20:13Z JUDITH A FENIGER 2929 Richmond Road Beachwood OH 44122 1867921 0 X WWW.MALTZJEWISHMUSEUM.ORG X 2002 OH THE MALTZ MUSEUM OF JEWISH HERITAGE IS AN AMERICAN STORY OF DIVERSITY & TOLERANCE. 24 24 17 115 0 0 1484764 1436843 83967 138772 149967 120791 17865 26419 1736563 1722825 0 0 760938 686646 0 156510 2084238 2021451 2845176 2708097 -1108613 -985272 16198740 15652627 6605661 7027226 9593079 8625401 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, & BUILDS BRIDGES OF APPRECIATION, TOLERANCE & UNDERSTANDING. 0 0 1800681 60394 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. 207541 0 Stop The Hate: Youth Speak Out - In its second year, this essay contest for 6-12 graders in a 7-county area attracted 1,818 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 300 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. 84456 31496 Special Exhibitions fulfill the Museum's mission by augmenting the messages and educational outreach of the permanent collections. Between July 2009 - June 2010, the Museum displayed three exhibitions: Cleveland: A Celebration of Cultures (highlighting the diversity of Cleveland's ethnic heritage and showcasing ethnic treasures and the Cleveland Cultural Gardens; World War Posters from The Berger Family Collection (vintage war posters showing how art and propaganda blended with war support efforts during the world wars); and Women & Spirit: Catholic Sisters in America (a major national interfaith exhibition augmented here with local artifaccts and a focus on how women from different faith traditions view spirituality). 2092678 1 1 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 17 1 0 0 0 0 0 0 0 0 0 24 24 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 OH X PAM FITZGERALD 2167813010 3333 RICHMOND ROAD SUITE 460 BEACHWOOD OH 44122 MILTON MALTZ 2.00 X X 0 0 0 TAMAR MALTZ 2.00 X X 0 0 0 RENEE CHELM 2.00 X 0 0 0 RONALD B COHEN 2.00 X 0 0 0 IRVING B FINE 2.00 X 0 0 0 LOUIS FREIBERG 2.00 X 0 0 0 JORDAN GOLDBERG 2.00 X 0 0 0 JOE CIMPERMAN 2.00 X 0 0 0 LOIS GOODMAN 2.00 X 0 0 0 ROBERT D GRIES 2.00 X 0 0 0 LEO SILBERMAN 2.00 X 0 0 0 DAVID KATZ 2.00 X 0 0 0 MARGERY KOHRMAN 2.00 X 0 0 0 ALAN M KRAUSE 2.00 X 0 0 0 KEITH LIBMAN 2.00 X 0 0 0 BARBARA MILLER 2.00 X 0 0 0 ALBERT B RATNER 2.00 X 0 0 0 BARBARA ROBINSON 2.00 X 0 0 0 WILLIAM J STERN 2.00 X 0 0 0 PHIL WASSERSTROM 2.00 X 0 0 0 JUDITH WEISS 2.00 X 0 0 0 JUDITH FENIGER 40.00 X X 150000 0 3853 REVEREND OTIS MOSS 2.00 X 0 0 0 LARRY POLLOCK 2.00 X 0 0 0 GRANT DINNER 2.00 X 0 0 0 BARRY REIS 2.00 X 0 0 0 ADAM TERESI 40.00 X 40631 0 3370 JAMES O GOMEZ 2.00 X 0 0 0 KITTIE WARSHAWSKY 2.00 X 0 0 0 190631 0 7223 1 0 1 0 0 115073 1321770 1436843 MUSEUM ADMISSIONS 900099 138772 138772 138772 120018 120018 101425 100652 773 773 773 70863 44444 26419 26419 1722825 165191 0 120791 190631 70315 70316 50000 393520 284832 32739 75949 6454 3356 2259 839 50914 25517 18475 6922 45127 23430 15840 5857 18150 18150 18528 11482 5842 1204 23278 23204 62 12 68893 38408 21399 9086 405549 393383 8111 4055 5962 1495 2021 2446 240 120 120 205044 205044 899830 878125 21705 20222 20222 PROGRAM EXPENSES 232996 232996 EXHIBITION EXPENSES 79600 79600 WEB HOSTING 15241 15241 COMPUTER SERVICES 10830 10830 BANK FEES 9432 4682 4750 7656 6492 1144 20 2708097 2092678 458909 156510 100924 275621 2741926 331478 86012 85012 315 4341 101029 96409 111337 133990 14188158 5135560 9895838 9052598 998130 3020510 2154199 2643638 9030 9030 16198740 15652627 234686 274631 70975 202166 6300000 6300000 55000 0 195429 6605661 7027226 X 9507067 8540389 86012 85012 9593079 8625401 16198740 15652627 X 0 1 1 X 0 X 5271802 3246993 1767707 1484764 1436843 13208109 5271802 3246993 1767707 1484764 1436843 13208109 5309748 7898361 167 212252 159038 149967 120791 642215 13850324 1650362 0.57030 0.62800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 5748781 475745 228900 5995626 6185670 -316889 120000 5748781 1.00000 0 0 1801775 1801775 6336610 907176 5429434 6049773 4228384 1821389 9052598 INVESTMENT IN FEDERATION POOLED FUNDS 2643638 F 2643638 INTEREST RATE SWAP 195429 195429 1722825 2708097 -985272 358497 -340903 17594 -967678 2228145 358497 146823 505320 1722825 0 1722825 3195823 146823 340903 487726 2708097 0 2708097 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 INCLUDES THE TEMPLE-TIFERETH ISRAEL GALLERY AND 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: Description of Intended Use of Endowment Funds: THE MUSEUM'S ENDOWMENT CONSISTS OF BOARD DESIGNATED ENDOWMENT FUNDS ESTABLISHED FOR OPERATING PURPOSES. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF INTEREST RATE SWAP: -340903. Part XIII, Line 2d - Other Adjustments: Change in value of interest rate swap: 340903. Schedule D, Part X, line 2: The financial statements contain no liability for uncertain tax positions under FIN 48. X X 0 0 0 0 0 0 0 0 0 JUDITH FENIGER 150000 0 0 0 0 0 0 0 3853 0 153853 0 0 0 CUYAHOGA CTY CULTURAL FACILITY REVENUE 346000817 232260AA7 2006-11-01 6300000 ACQUISITION, CONSTRUCTION, IMPROVEMENT, FURNISHING & EQUIPMENT COSTS 0 0 6300000 113020 6186980 2005 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 JP MORGAN 30.000000000000 0 NA 0 0 LOU FREIBERG X 25000 25000 0 0 1 DAVID KATZ X 30000 30000 0 0 1 55000 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, JAMES GOMEZ AND KITTIE WARSHAWSKY ARE ALL OFFICERS AND ALSO HAVE A BUSINESS RELATIONSHIP. 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. An affirmative vote of the members would be required to liquidate or dissolve the Museum at which point the members might receive a share of the Museum's net assets. 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. Form 990, Part VI, Section B, line 12c Annually a conflict of interest questionnaire is required to be completed by every Trustee AND OFFICER. The results are then reviewed by the Executive Director and Officers for any conflicts. Any conflicts are reported and reviewed with the Board for resolution. Form 990, Part VI, Section B, line 15 15A - COMPENSATION FOR THE EXECUTIVE DIRECTOR IS 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 C, line 19 The Museum provides copies upon request, or permits inspection at the Museum during regular business hours, of any financial statements, governing documents, or any Board adopted policies. FORM 990, PART XI, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.