2023-10-02T13:04:20-05:00 2022-12-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2022-01-01 131764804 AMERICAN JEWISH HISTORICAL SOCIETY AMER 2122946160 15 WEST 16TH STREET 5TH FLOOR NEW YORK NY 10011 GEMMA BIRNBAUM EXECUTIVE DIRECTOR 2122946160 2023-10-02 1 GEMMA BIRNBAUM 999009999 0 WILLIAM EPSTEIN P01307171 2129498700 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GEMMA BIRNBAUM 15 WEST 16TH STREET NY NY 10011 2816184 0 X WWW.AJHS.ORG X 1898 DC ACCESS TO MILLIONS OF ARTIFACTS REFLECTING THE HISTORY OF THE JEWISH PRESENCE IN THE U.S. 17 17 11 0 0 0 1151043 1553213 0 0 189137 212486 37322 47486 1377502 1813185 0 0 0 0 663764 1031412 0 0 221037 744165 999442 1407929 2030854 -30427 -217669 7290914 5947205 180580 158312 7110334 5788893 X SEE SCHEDULE OTHE AMERICAN JEWISH HISTORICAL SOCIETY (THE "SOCIETY") IS THE OLDEST ETHNIC, CULTURAL ARCHIVE IN THE UNITED STATES. THE SOCIETY PROVIDES ACCESS TO MORE THAN 30 MILLION DOCUMENTS AND 50,000 BOOKS, PHOTOGRAPHS, ART AND ARTIFACTS THAT REFLECT THE HISTORY OF THE JEWISH PRESENCE IN THE UNITED STATES FROM 1654 TO THE PRESENT. AT OUR HOME ON WEST 16TH STREET IN DOWNTOWN MANHATTAN, THE SOCIETY ILLUMINATES AMERICAN JEWISH HISTORY THROUGH OUR MANY ARCHIVAL TREASURES, SCHOLARSHIP, EXHIBITIONS AND PUBLIC PROGRAMS. AMONG THE TREASURES OF THIS HERITAGE ARE THE HANDWRITTEN ORIGINALS OF EMMA LAZARUS' THE NEW COLOSSUS, WHICH GRACES THE STATUE OF LIBERTY; RECORDS OF THE NATION'S LEADING JEWISH COMMUNAL ORGANIZATIONS; AND IMPORTANT COLLECTIONS IN THE FIELDS OF EDUCATION, PHILANTHROPY, SCIENCE, SPORTS, BUSINESS AND THE ARTS. THE SOCIETY IS THE FUTURE OF THE AMERICAN JEWISH PAST. 0 0 787766 LIBRARY AND ARCHIVE - SEE SCHEDULE OTHE SOCIETY WELCOMES ALL RESEARCHERS WHO WISH TO CONDUCT RESEARCH ON AMERICAN JEWISH LIFE FROM FIRST ARRIVAL IN THE AMERICAS TO THE PRESENT DAY. THE LIBRARY CONSISTS OF APPROXIMATELY 50,000 VOLUMES, INCLUDING BOTH BOOKS AND SERIALS (JOURNALS AND PERIODICALS). THE SOCIETY HOUSES APPROXIMATELY 2000 ARCHIVAL COLLECTIONS AND HAS DEVELOPED FINDING AIDS FOR ITS PERSONAL AND INSTITUTIONAL HOLDINGS, AND THEY ARE AVAILABLE ONLINE. ACCESS TO THE PHYSICAL MATERIALS RESUMED IN 2021 WHEN THE READING ROOM REOPENED, AND SCHOLARS HAVE BEEN USING THE MATERIALS AT HIGH LEVELS SINCE THE REOPENING. THE SOCIETY ALSO HAS EXPANDED OUR DIGITAL HOLDINGS AND DIGITIZATION PROGRAM, IN ORDER TO CONTINUALLY PROVIDE ACCESS TO OUR MATERIALS, REGARDLESS OF READING ROOM STATUS. IN THE LAST QUARTER OF 2021, STATISTICS ON DIGITAL USE FOUND THAT IN A THREE MONTH SPAN THE TOP THREE COLLECTIONS SEARCHED WERE; THE NATIONAL JEWISH WELFARE BOARD BUREAU OF WAR RECORDS - ACCESSED 355 TIMES, THE HEBREW ORPHAN ASYLUM RECORDS- ACCESSED 338 TIMES, AND THE HEBREW IMMIGRANT AID SOCIETY - ACCESSED 317 TIMES. THESE ARE COLLECTIONS THAT HAVE A GREAT DEAL OF DIGITIZED CONTENT, DEMONSTRATING THE OVERALL VALUE OF THE SOCIETY DIGITIZATION PROGRAM AND THE ONGOING NEED TO CONTINUALLY EXPAND OUR DIGITAL OFFERINGS. 119396 PUBLIC PROGRAMS - SEE SCHEDULE OIN 2022, THE SOCIETY RETURNED TO HOSTING A NUMBER OF ONSITE PUBLIC PROGRAMS AS WELL AS THE CONTINUED HOSTING ONLINE BOOK TALKS AND OTHER SCHOLARLY PROGRAMS, REACHING AUDIENCES BOTH LOCALLY AND NATIONALLY THROUGH THIS PUBLIC HISTORY INITIATIVE. THE SOCIETY HOSTED MONTHLY EVENTS INCLUDING A DAY-LONG SYMPOSIUM, PANEL DISCUSSIONS IN COORDINATION WITH OUR EXHIBITION "FROM SITTING ROOM TO SOAPBOX: EMMA LAZARUS, UNION SQUARE, AND AMERICAN IDENTITY, AND AUTHOR TALKS CELEBRATING NEW RELEASES. THE SOCIETY ALSO CONDUCTED ITS FIRST IN-PERSON BIENNIAL SCHOLARS CONFERENCE SINCE THE COVID-19 PANDEMIC, WORKING IN PARTNERSHIP WITH THE GRANT CENTER AT TULANE UNIVERSITY TO WELCOME MORE THAN 100 SCHOLARS TO NEW ORLEANS. THE CONFERENCE WAS CONDUCTED IN A HYBRID FORMAT, ALLOWING SCHOLARS UNABLE TO TRAVEL TO PARTICIPATE. ONLINE, THE SOCIETY CONTINUED ITS POPULAR "AT LUNCH" SERIES WITH JULIE SALAMON, WELCOMING GUESTS FROM THE FIELDS OF HISTORY, ENTERTAINMENT, JOURNALISM, AND MORE. ADDITIONALLY, THE SOCIETY LAUNCHED A NEW PARTNERSHIP WITH THE GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY TO TRAIN K-12 TEACHERS AND ADMINISTRATORS ABOUT HOW TO BEST USE ARCHIVAL MATERIALS RELATED TO JEWISH AMERICAN HISTORY AND CULTURE IN THEIR CLASSROOMS. THE PROGRAM TRAINED 50 EDUCATORS AND REACHED ROUGHLY 5,000 STUDENTS NATIONWIDE. 88971 PUBLICATIONS - SEE SCHEDULE OAMERICAN JEWISH HISTORICAL JOURNAL - SCHOLARLY JOURNAL OF PUBLISHED ARTICLES ON AMERICAN JEWISH HISTORY THEMES. THE JOURNAL EDITORIAL BOARD PUBLISHED 4 VOLUMES IN 2021, RESUMING ITS FULL PUBLISHING SCHEDULE DESPITE DIFFICULTIES IN THE PANDEMIC. ADDITIONALLY, THE SOCIETY COMPETED WORK TO REDESIGN ITS WEBSITE TO BE MOBILE-FRIENDLY AND CONTAIN A DYNAMIC PUBLISHING PLATFORM TO CROSS-POST JOURNAL ARTICLES, AS WELL AS OTHER DIGITAL MEDIA AND CONTENT RELATED TO AMERICAN JEWISH HISTORY. THE WEBSITE SERVES AS A DIGITAL PORTAL TO THE SOCIETY'S CONTENT, FEATURING ARTICLES, VIDEOS, PAST PROGRAMS, AND FEATURED COLLECTIONS. 22161 EXHIBITS 22161 1018294 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 29 0 11 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC NY MA X GEMMA BIRNBAUM 2122946160 15 WEST 16TH STREET 5TH FLOOR NEW YORK NY 10011 SIDNEY LAPIDUS CHAIR 2.00 X X 0 0 0 CHARLES KNAPP VICE CHAIR 1.00 X 0 0 0 FELICIA HERMAN PRESIDENT 1.00 X X 0 0 0 SHARI LEVY THRU 4252022 VICE PRESIDENT 1.00 X 0 0 0 SCOTT EINHORN VICE PRESIDENT 1.00 X X 0 0 0 JOSHUA H LANDES VICE PRESIDENT 1.00 X X 0 0 0 SAMUEL R KARETSKY TREASURER 2.00 X X 0 0 0 LILA CORWIN BERMAN TRUSTEE 1.00 X 0 0 0 DEBORAH DASH-MOORE TRUSTEE 1.00 X 0 0 0 JONATHAN LEWIS TRUSTEE 1.00 X 0 0 0 NANCY T POLEVOY TRUSTEE 1.00 X 0 0 0 DANA RAUCHER TRUSTEE 1.00 X 0 0 0 JULIE SALAMON TRUSTEE 1.00 X 0 0 0 BRUCE SLOVIN TRUSTEE 1.00 X 0 0 0 MORTON STEINBERG TRUSTEE 1.00 X 0 0 0 JUSTIN WYNER TRUSTEE 1.00 X 0 0 0 LAURENCE ZUCKERMAN TRUSTEE 1.00 X 0 0 0 GEMMA BIRNBAUM EXECUTIVE DIRECTOR 40.00 X 216587 0 14600 PATRICIA COTTEN DIRECTOR OF ADVANCEMENT 40.00 X 117587 0 11158 MELANIE MEYERS MCCARTY DIRECTOR OF COLLECTIONS 40.00 X 114971 0 24950 449145 0 50708 3 0 1 0 0 565685 987528 239144 1553213 233568 233568 32155 32155 883717 904799 -21082 -21082 -21082 98200 565685 98200 0 MISCELLANEOUS REVENUE 900099 15331 15331 15331 1813185 0 0 259972 216587 216587 610391 448759 140482 21150 23693 11518 10813 1362 116472 56620 53155 6697 64269 31243 29331 3695 46824 46824 104944 104944 20253 11575 8678 34539 23258 6455 4826 123335 60832 33475 29028 271795 143443 119741 8611 142251 65906 729 75616 4382 2313 1931 138 38534 20337 16976 1221 SOLICITATION EXPENSE 81145 13030 9260 58855 DIGITIZATION & STORAGE 63957 63267 690 PRINTING 48611 47538 1073 INSTALLATION AND PHOTOG 17561 17561 1311 1094 130 87 2030854 1018294 791523 221037 57300 17839 30393 400 2442 62300 14217 16135 402230 393100 13512 9130 7173050 5841401 7290914 5947205 93043 130689 87537 27623 180580 158312 X 6665582 5456989 444752 331904 7110334 5788893 7290914 5947205 -217669 -1103772 0 X 0 1 X 1 0 X 1505527 1642189 1668211 1151043 1553213 7520183 1505527 1642189 1668211 1151043 1553213 7520183 1668096 5852087 263473 189626 174730 204988 265723 1098540 2424 974 20858 20959 15331 60546 8679269 0.67430 0.63880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 402827 -72767 12081 317979 432119 -17384 11908 402827 408195 35761 11837 432119 385055 34960 11820 408195 397505 -633 11817 385055 1.00000 0 0 21911 12781 9130 380319 380319 0 9130 DEFERRED COMPENSATION 27623 27623 X 709413 -1103772 -1103772 1813185 0 1813185 2030854 0 2030854 0 2030854 PART III, LINE 1A: ALL COLLECTION ITEMS ARE CATALOGUED AND PRESERVED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. IN ACCORDANCE WITH THE COLLECTION POLICIES OF MUSEUMS, THE COST OR VALUE OF THESE COLLECTIONS IS NOT INCLUDED IN THE FINANCIAL STATEMENTS. EACH OF THE THREE COLLECTIONS RECEIVES NEW ITEMS EACH YEAR THROUGH CONTRIBUTIONS THAT ARE NOT INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION. ANNUAL COSTS OF CONSERVATION AND RESTORATION, PURCHASE OF BOOKS, JOURNAL SUBSCRIPTIONS AND OTHER EXPENDITURES FOR THE COLLECTION ARE CHARGED TO EXPENSES WHEN INCURRED. ACCESSIONS TO AND DEACCESSIONS FROM THE SOCIETY'S COLLECTION ARE CARRIED OUT IN ACCORDANCE WITH REGULATIONS ADOPTED BY THE BOARD OF TRUSTEES IN JUNE 1988, AND CODIFIED IN A POLICY DOCUMENT ENTITLED STATEMENT OF ACCESSION AND DEACCESSION POLICIES AND PROCEDURES. THE LIBRARY AND ARCHIVAL COLLECTIONS ALLOW THE ORGANIZATION TO FOSTER AWARENESS AND APPRECIATION OF THE AMERICAN JEWISH HERITAGE AND TO SERVE AS A NATIONAL SCHOLARLY RESOURCE FOR RESEARCH THROUGH THE COLLECTION, PRESERVATION AND DISSEMINATION OF MATERIALS RELATING TO AMERICAN JEWISH HISTORY. THE LIBRARY AND ARCHIVAL COLLECTIONS ARE ALSO BEING PRESERVED FOR FUTURE GENERATIONS. PART III, LINE 4: THE SOCIETY MAINTAINS THREE COLLECTIONS: (I) A LIBRARY COLLECTION OF OVER 37,000 VOLUMES AND 300 PERIODICAL TITLES, TO PROVIDE IMPORTANT AND SECONDARY MATERIAL FOR RESEARCHERS AND THE GENERAL PUBLIC; (II) ARCHIVES OF THE WRITTEN AND ORAL LEGACY OF THE AMERICAN JEWISH EXPERIENCE, WITH OVER 16,000 LINEAR FEET CONTAINING 1,500 COLLECTIONS (III) A COLLECTION OF VARIOUS WORKS OF ART AND ARTIFACTS PRESERVING A CRITICAL, VISUAL RECORD OF AMERICAN-JEWISH HISTORY AND MATERIAL CULTURE PIECES, HISTORIC AMERICAN JEWISH SPORTS ARTIFACTS AND MEMORABILIA, HISTORIC HANDWRITTEN LETTERS, AND RELIGIOUS ARTIFACTS THAT DOCUMENT AMERICAN-JEWISH LIFE. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE LIBRARY ARCHIVES, PUBLICATIONS, AND OTHER PUBLIC PROGRAMS. PART X, LINE 2: THE SOCIETY IS SUBJECT TO THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. BECAUSE OF THE SOCIETY'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE SOCIETY'S FINANCIAL STATEMENTS. GALA 663885 565685 98200 4417 34896 33794 8000 17093 663885 565685 98200 4417 34896 33794 8000 17093 98200 0 X X 0 0 0 0 0 0 0 0 0 GEMMA BIRNBAUM EXECUTIVE DIRECTOR 216587 0 0 0 0 0 6547 0 8053 0 231187 0 0 0 PART I, LINE 3 EXECUTIVE COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. X 5 239144 COMPARABLE SALES 0 1 0 PART I, COLUMN (B): THE AMOUNT NOTED IN COLUMN B REPRESENTS THE TOTAL NUMBER OF STOCK DONATIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE SOCIETY'S MANAGEMENT, THEN BY THE SOCIETY'S FINANCE COMMITTEE, AND THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES BEFORE BEING ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: THE SOCIETY HAS A CONFLICT OF INTEREST POLICY AND MONITORS AND REVIEWS THE POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE AND OTHER MANAGEMENT COMPENSATION: EXECUTIVE COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION OF OTHER EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR AND IS SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE AFOREMENTIONED DOCUMENTS AND FORMS ARE AVAILABLE UPON REQUEST. CENTER FOR JEWISH HISTORY 15 WEST 16TH STREET NEW YORK NY 10011 133863344 REPOSITORY NY 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 FORM 990, SCHEDULE R, PART II IN OCTOBER 1995, THE SOCIETY, ALONG WITH THREE OTHER NOT-FOR-PROFIT ORGANIZATIONS, THE LEO BAECK INSTITUTE, INC., THE YIVO INSTITUTE FOR JEWISH RESEARCH, INC., AND THE YESHIVA UNIVERSITY MUSEUM SIGNED AN AGREEMENT FORMING THE CENTER FOR JEWISH HISTORY, INC. (THE "CENTER"), A SEPARATE, 501(C)(3) NOT-FOR-PROFIT CORPORATION. THEREAFTER, THE AMERICAN SEPHARDI FEDERATION ENTERED INTO A SUPPLEMENTAL AGREEMENT WITH THE INITIAL MEMBERS WHICH PROVIDED FOR ITS MEMBERSHIP INTO THE CENTER. UPON LIQUIDATION OF THE CENTER, MEMBER ORGANIZATIONS WOULD BE ENTITLED TO RECEIVE A SHARE OF THE PROCEEDS OF THE LIQUIDATION, SUBJECT TO CERTAIN SENIOR CLAIMS. LIQUIDATION OF THE CENTER REQUIRES THE CONSENT OF ALL MEMBER ORGANIZATIONS. THE CENTER PROVIDES FOR THE OPERATION OF THE SOCIETY'S OPERATING FACILITY, INCLUDING: (I) MAINTENANCE OF ALL OFFICES AND SPECIALIZED AREAS; (II) CONTROL OF THE MECHANICAL SYSTEMS FOR THE BUILDING; (III) MAINTENANCE OF ELEVATORS; (IV) SUPPORT FOR ALL TECHNOLOGY; (V) SECURITY; AND (VI) MANY OTHER RELATED SERVICES. THE CENTER ALSO SERVES AS THE CENTRAL REPOSITORY FOR THE SOCIETY'S ARCHIVAL DOCUMENTS, BOOKS, PHOTOGRAPHS, PAINTINGS, AND ARTIFACTS. ALTHOUGH THE CENTER DERIVES ITS REVENUE FROM SOURCES TYPICAL OF NOT-FOR-PROFIT ENTERPRISES, REVENUES GENERATED BY THE CENTER ARE NOT SUFFICIENT TO COVER ITS OPERATING EXPENSES. FOR 2022, THE SOCIETY AND OTHER MEMBERS AGREED TO CONTRIBUTE AN AGGREGATE AMOUNT OF $1,436,000 TO COVER THE CENTER'S OPERATING COSTS. THE AMOUNT CONTRIBUTED BY EACH MEMBER IS BASED UPON THE MEMBER'S ALLOCATED SPACE AT THE CENTER. DURING 2019, THE SOCIETY CAME TO AN AGREEMENT WITH THE CENTER WHEREBY THE CENTER WOULD HANDLE THE BULK OF THE ACCOUNTING SERVICES FOR THE SOCIETY. DURING 2020, THE ACCOUNTING SERVICES AGREEMENT WITH THE CENTER WAS TERMINATED AND THE SOCIETY RETAINED EXTERNAL SUPPORT FOR THEIR ACCOUNTING SERVICES. DURING 2017, THE CENTER AND OTHER MEMBER ORGANIZATIONS ENTERED INTO AN AMENDED AGREEMENT THAT INCLUDED UPDATED BYLAWS AND OTHER GOVERNANCE-RELATED MATTERS TO FURTHER ENHANCE AND STRENGTHEN THE COLLABORATION AMONG THE FIVE MEMBER ORGANIZATIONS. IN RELATION TO ITS AGREEMENTS WITH THE CENTER, THE SOCIETY INCURRED OPERATING EXPENSES OF $269,396 FOR 2022.