2024-05-14T16:38:16-05:00 2023-06-30 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2022-07-01 136146854 THE JEWISH MUSEUM JEWI 2124233200 1109 FIFTH AVENUE NEW YORK NY 10128 DAVID RUBENSTEIN INT. CHIEF OPERATING OFFICER 2124233200 2024-05-14 1 DAVID RUBENSTEIN 999009999 0 SCOTT THOMPSETT P00741490 2125990100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES S SNYDER 1109 FIFTH AVENUE NEW YORK NY 10128 59864823 0 X WWW.THEJEWISHMUSEUM.ORG X 1952 NY THE MISSION OF THE JEWISH MUSEUM IS TO COLLECT, PRESERVE, EXHIBIT AND INTERPRET JEWISH ART. 36 35 244 36 0 0 14775960 21110409 1438184 1367014 1321210 1245975 -1024699 -1230829 16510655 22492569 0 0 0 0 11403400 12768032 108816 133352 3888712 10517910 12474090 22030126 25375474 -5519471 -2882905 130147969 143371639 6025519 7056914 124122450 136314725 X THE MISSION OF THE JEWISH MUSEUM IS TO COLLECT, PRESERVE, EXHIBIT AND INTERPRET ART AND JEWISH CULTURE. SEE SCHEDULE O FOR MORE INFORMATION. 0 0 9772423 0 2884646 MUSEUM PROGRAMS, GENERAL/OTHER:THE JEWISH MUSEUM IS AN ART MUSEUM COMMITTED TO ILLUMINATING THE COMPLEXITY AND VIBRANCY OF JEWISH CULTURE FOR A GLOBAL AUDIENCE. THROUGH DISTINCTIVE EXHIBITIONS AND PROGRAMS THAT PRESENT THE WORK OF DIVERSE ARTISTS AND THINKERS, WE SHARE IDEAS, PROVOKE DIALOGUE, AND PROMOTE UNDERSTANDING. (CONTINUED ON SCHEDULE O)LOCATED ON NEW YORK CITY'S MUSEUM MILE, THE JEWISH MUSEUM WAS THE FIRST INSTITUTION OF ITS KIND IN THE UNITED STATES AND IS ONE OF THE OLDEST JEWISH MUSEUMS IN THE WORLD, WITH A COLLECTION OF NEARLY 30,000 WORKS OF ART, CEREMONIAL OBJECTS, AND MEDIA REFLECTING THE GLOBAL JEWISH EXPERIENCE OVER MORE THAN 4,000 YEARS. IN ADDITION TO ITS ONGOING COLLECTION EXHIBITION, SCENES FROM THE COLLECTION, RECENT TEMPORARY EXHIBITIONS WERE NEW YORK: 1962-1964, WHICH EXPLORED A PIVOTAL THREE-YEAR PERIOD IN THE HISTORY OF ART AND CULTURE IN NEW YORK CITY; THE SASSOONS, THE STORY OF A REMARKABLE JEWISH FAMILY, FOLLOWING FOUR GENERATIONS FROM IRAQ TO INDIA, CHINA, AND ENGLAND; AND AFTER THE WILD: CONTEMPORARY ART FROM THE BARNETT & ANNALEE NEWMAN COLLECTION. THE MUSEUM ALSO PRESENTS THE NEW YORK JEWISH FILM FESTIVAL, ATTENDED BY 7,500 PLUS PEOPLE ANNUALLY, IN PARTNERSHIP WITH FILM AT LINCOLN CENTER. TO PROVIDE CONTEXT FOR THE WORK ON DISPLAY, THE MUSEUM CREATES EDUCATION PROGRAMS FOR STUDENTS, FAMILIES, AND ADULT AUDIENCES OF EVERY AGE THAT SERVE OVER 30,000 INDIVIDUALS ONSITE AND 12,000 PEOPLE OFFSITE ANNUALLY. THE MUSEUM SERVES 9,000 STUDENTS AND TEACHERS THROUGH 20 SCHOOL PARTNERSHIPS, INCLUDING 17 TITLE I SCHOOLS AND SCHOOLS SERVING STUDENTS WITH FUNCTIONAL LIMITATIONS ACROSS PHYSICAL, SENSORY, AND COGNITIVE CONDITIONS. OTHER EDUCATION OFFERINGS INCLUDE FAMILY PROGRAMS SUCH AS CONCERTS, ART-MAKING WORKSHOPS, AND CREATIVE ACTIVITY GUIDES; INTERNSHIP PROGRAMS OFFERING PAID POSITIONS TO 30-40 STUDENTS ANNUALLY, SELECTED FROM 300 PLUS APPLICANTS; AND FREE ACCESS PROGRAMS FOR VISITORS WHO ARE BLIND OR HAVE LOW VISION, ARE DEAF, HAVE MEMORY LOSS, AND/OR HAVE LEARNING AND DEVELOPMENTAL DISABILITIES. 6465828 0 0 ART MUSEUM CONSERVATION PROGRAMS:ACQUISITION, STORAGE, CONSERVATION AND MAINTENANCE OF COLLECTION OF JUDAICA OBJECTS, ART (SCULPTURE, PAINTINGS AND PHOTOGRAPHS), FILM RELATED TO ART AND JEWISH CULTURE. 16238251 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 1 159 0 1 244 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 36 35 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ NY X DAVID RUBENSTEIN 2124233200 1109 FIFTH AVENUE NEW YORK NY 10128 ROBERT A PRUZAN CHAIRMAN 5.00 0.00 X X 0 0 0 STEPHEN M SCHERR PRESIDENT 5.00 0.00 X X 0 0 0 SANDER LEVY VICE PRESIDENT 2.00 0.00 X X 0 0 0 GAIL A BINDERMAN VICE CHAIRMAN 2.00 0.00 X X 0 0 0 BETTY LEVIN VICE PRESIDENT 2.00 0.00 X X 0 0 0 MAHNAZ MOINIAN VICE CHAIRMAN 2.00 0.00 X X 0 0 0 MALCOLM LEVINE TREASURER 2.00 0.00 X X 0 0 0 HARRIET SCHLEIFER SECRETARY 2.00 0.00 X X 0 0 0 JANE WILF ASSISTANT TREASURER 2.00 0.00 X X 0 0 0 ANDREW E LEWIN ASSISTANT SECRETARY 2.00 0.00 X X 0 0 0 SHARI ARONSON BOARD MEMBER 1.00 0.00 X 0 0 0 MARC BECKER BOARD MEMBER (AS OF 07/2022) 1.00 0.00 X 0 0 0 JONATHAN CRYSTAL BOARD MEMBER 1.00 0.00 X 0 0 0 WENDY FISHER BOARD MEMBER 1.00 0.00 X 0 0 0 NOMI P GHEZ BOARD MEMBER 1.00 0.00 X 0 0 0 ALICE GOTTESMAN BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID ISRAEL BOARD MEMBER 1.00 0.00 X 0 0 0 VIRGINIA KAMSKY BOARD MEMBER 1.00 0.00 X 0 0 0 CAROL SCHAPIRO KEKST BOARD MEMBER 1.00 0.00 X 0 0 0 JONATHAN KRANE BOARD MEMBER 1.00 0.00 X 0 0 0 JEANETTE LERMAN-NEUBAUER BOARD MEMBER 1.00 0.00 X 0 0 0 PHYLLIS MACK BOARD MEMBER 1.00 0.00 X 0 0 0 AARON MALINSKY BOARD MEMBER 1.00 0.00 X 0 0 0 JOSHUA NASH BOARD MEMBER 1.00 0.00 X 0 0 0 STEVE NOVENSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID L RESNICK BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL RUBINOFF BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL SALAMA-CARO BOARD MEMBER (AS OF 07/2022) 1.00 0.00 X 0 0 0 DAVID SAMBUR BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID E SHAPIRO BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN M SHAPIRO BOARD MEMBER 1.00 0.00 X 0 0 0 AMY ROSE SILVERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES A STERN BOARD MEMBER 1.00 0.00 X 0 0 0 MARGARET STREICKER BOARD MEMBER 1.00 0.00 X 0 0 0 STEVEN TULIP BOARD MEMBER (THRU 01/2023) 1.00 0.00 X 0 0 0 AUDREY WILF BOARD MEMBER 1.00 0.00 X 0 0 0 BENJAMIN WINTER BOARD MEMBER 1.00 0.00 X 0 0 0 CLAUDIA GOULD HELEN GOLDSMITH MENSCHEL DIRECTOR 40.00 0.00 X 593905 0 43171 BRENT DICKMAN CFO (THRU 12/2022) 40.00 0.00 X 131486 0 0 MARGARET SCHRAMM HORN - CHIEF OPERATING OFFICER (AS OF 08/2022) 40.00 0.00 X 115246 0 187 DARSIE ALEXANDER - SR DEP DIR SUSAN & ELIHU ROSE CHIEF CURATOR 40.00 0.00 X 293249 0 71731 SARAH SUPCOFF - DEPUTY DIR AUDIENCE DEVELOPMENT 40.00 0.00 X 196545 0 16966 NELLY BENEDEK DEP. DIR., EDUCATION & PROGRAMS 40.00 0.00 X 168286 0 34589 KATHERYN HOLLANDER - CHIEF DEVELOPMENT OFFICER (AS OF 05/2022) 40.00 0.00 X 167625 0 327 CINDY CAPLAN CHIEF LEGAL COUNSEL 40.00 0.00 X 207177 0 19804 MICHAEL STAFFORD - DIR OF FACILITIES, SECURITY, & ENGINEERING 40.00 0.00 X 227132 0 45220 SUSAN WEISS CHIEF OF STAFF 40.00 0.00 X 158324 0 15291 JODY HEHER - DIRECTOR OF PROGRAM ADMIN. (AS OF 01/2022) 40.00 0.00 X 153227 0 17014 TONI SKIBA DIRECTOR, HUMAN RESOURCES 40.00 0.00 X 138173 0 26819 2550375 0 291119 25 0 1 0 ONLINE COMPUTERS AND COMMUNICATIONS LLC PO BOX 428 FLORHAM PARK NJ 07932 IT SUPPORT 585556 MASTERPIECE INTERNATIONAL LIMITED LTD 39 BROADWAY SUITE 1410 NEW YORK NY 10006 COURIER SERVICES 426012 NUSOURCES LLC 586 VALLEY RD PO BOX 3502 WAYNE NJ 07470 STAFFING/HR SERVICES 332310 SOUTH SIDE DESIGN & BLDG 1205 MANHATTAN AVE STE 312 BROOKLYN NY 11222 INSTALLATION SERVICES 260695 DAVID STARK INC 219 36TH STREET APT 3A BROOKLYN NY 11232 PRODUCTION SERVICES 245019 17 3123008 534390 17453011 292029 21110409 MEMBERSHIPS 712110 774005 774005 ADMISSIONS 712110 494036 494036 GROUP FEES/PROGRAM FEE 712110 60176 60176 FILM PROCEEDS 712110 38797 38797 1367014 1097311 1097311 10405 10405 18850 2814 16036 16036 16036 34571231 34422567 148664 148664 148664 139050 3123008 902446 -763396 -763396 1517632 2044427 -526795 -526795 ALL OTHER REVENUE 712110 30121 30121 LOAN FEES 900099 2800 2800 32921 22492569 840219 0 541941 1992085 1303394 265074 423617 8294420 5426928 1103681 1763811 409286 267790 54461 87035 1298402 849526 172770 276106 773839 506314 102968 164557 257766 257766 127470 127470 133352 133352 1001963 1001963 2076559 1331095 641518 103946 864384 701172 58732 104480 1369620 976782 207707 185131 390186 182726 204370 3090 483703 344590 81681 57432 438382 199573 37095 201714 2593 2593 210933 210933 1751745 1247945 295809 207991 377555 263554 92660 21341 SHIPPING 1109596 1068231 8701 32664 ART ACQUISITION 698407 698407 STORAGE RENTAL 346006 334247 6067 5692 TEMP. HELP 294311 170050 96648 27613 672911 365927 217844 89140 25375474 16238251 5248511 3888712 8186 8186 4244849 6644486 1118568 3763290 1016657 614412 572111 695002 1049679 1153666 63435177 48430682 16446496 15004495 51705860 56131506 53985563 59356596 130147969 143371639 2923543 2489198 42746 48231 2984051 4384051 75179 135434 6025519 7056914 X 50591490 53028178 73530960 83286547 124122450 136314725 130147969 143371639 X -2882905 15405652 -330472 X 0 1 X 1 0 X 22014172 14566843 12063173 14775960 21110409 84530557 22014172 14566843 12063173 14775960 21110409 84530557 13181392 71349165 1493803 1399163 350686 335375 1126566 4705593 28401 28401 325902 246580 17080 237782 171971 999315 90263866 13837529 0.79050 0.78260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT INCOME - 2018 AMOUNT: $ 176,750. 2019 AMOUNT: $ 125,500. 2021 AMOUNT: $ 117,850. 2022 AMOUNT: $ 139,050. TRAVELING EXHIBITION FEES - CATALOG REVENUE - ALL OTHER REVENUE - 2018 AMOUNT: $ 36,666. 2019 AMOUNT: $ 19,481. 2020 AMOUNT: $ 17,080. 2021 AMOUNT: $ 11,347. 2022 AMOUNT: $ 30,121. CAFE REVENUE - 2018 AMOUNT: $ 112,486. 2019 AMOUNT: $ 101,599. RENTAL PROGRAM REVENUE - LOAN FEES - 2021 AMOUNT: $ 108,585. 2022 AMOUNT: $ 2,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 104890101 273483 15654758 6337371 114480971 140752913 1182475 -31121803 5923484 104890101 107928015 5285000 33448377 5908479 140752913 112306191 1025000 4366101 9769277 107928015 110860165 5305000 2595146 6454120 112306191 0.36450 0.63550 0 0 883750 883750 4063176 2317750 1745426 38301955 27884151 10417804 10253056 9744258 508798 9933240 8484523 1448717 15004495 LIMITED PARTNERSHIPS 26062935 F HEDGE FUNDS 33293661 F 59356596 LEASE OBLIGATIONS 135434 135434 X 38257087 15405652 2047241 17452893 20804194 1001963 686412 1688375 22492569 25366405 2377713 2377713 22988692 1001963 1384819 2386782 25375474 PART III, LINE 1A: COLLECTION OBJECTS ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. COLLECTION OBJECTS DONATED TO THE MUSEUM ARE NOT RECORDED FOR FINANCIAL ACCOUNTING PURPOSES AND, ACCORDINGLY, ARE NOT INCLUDED AS REVENUE IN THE STATEMENT OF ACTIVITIES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS (GENERALLY, NET ASSETS WITH DONOR RESTRICTIONS). PART III, LINE 4: THE MUSEUMS COLLECTION IS COMPRISED OF APPROXIMATELY 30,000 OBJECTS RELATED TO JEWISH RELIGIOUS AND CULTURAL HISTORY, INCLUDING PAINTINGS, SCULPTURE, WORKS ON PAPER, PHOTOGRAPHS, ETHNOGRAPHIC MATERIAL, ARCHAEOLOGICAL ARTIFACTS, NUMISMATICS, CEREMONIAL OBJECTS, AND BROAD CAST MEDIA MATERIALS. THE COLLECTION IS HELD FOR EXHIBITION, EDUCATION, AND RESEARCH AND IS ADMINISTERED AND STORED IN ACCORDANCE WITH A FORMAL COLLECTION MANAGEMENT POLICY APPROVED BY THE AMERICAN ASSOCIATION OF MUSEUMS. THE MUSEUM MAINTAINS A POLICY THAT REQUIRES THE PROCEEDS FROM THE SALE OF COLLECTION OBJECTS (DEACCESSIONS) BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. PART V, LINE 4: THE MUSEUM'S ENDOWMENT IS INTENDED TO SUPPORT THE LONGSTANDING GROWTH AND EVOLUTION OF THE MUSEUM. ENDOWMENT FUNDS ARE USED TO SUPPORT NUMEROUS EDUCATIONAL PROGRAMS AND EXHIBITIONS, AS WELL AS TO SUPPORT MUSEUM STAFFING AND GENERAL OPERATIONAL EXPENDITURES. PART X, LINE 2: THE MUSEUM FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE MUSEUM IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE CODE SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE MUSEUM HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE MUSEUM HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. IN ADDITION, THE MUSEUM HAS NOT RECORDED A PROVISION FOR INCOME TAXES, AS IT HAS NO MATERIAL TAX LIABILITY FROM UNRELATED BUSINESS INCOME ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSES TO PART VIII, LINE 6B: 2,814. RECLASS OF COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B: 2,044,427. PART XI, LINE 4B - OTHER ADJUSTMENTS: INDIRECT SPECIAL EVENT EXPENSES WHICH ARE SHOWN ON THE FINANCIAL STATEMENTS AS A REDUCTION TO SPECIAL EVENTS REVENUE: 686,412. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B: 2,044,427. RECLASS OF RENTAL EXPENSES TO PART VIII, LINE 6B: 2,814. RECLASS OF WRITE-OFF OF UNCOLLECTIBLE PLEDGE TO PART XI, LINE 9: 330,472. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT SPECIAL EVENT EXPENSES WHICH ARE SHOWN ON THE FINANCIAL STATEMENTS AS A REDUCTION TO SPECIAL EVENTS REVENUE: 686,412. ART ACQUISITION EXPENSES REPORTED ON PART IX, LINE 24A: 698,407. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 46006636 0 0 0 0 0 0 46006636 0 46006636 1 0 1 1 1 0 PART III ACCOUNTING METHOD: PART IV: THE JEWISH MUSEUM INVESTS DIRECTLY IN A VARIETY OF ALTERNATIVE INVESTMENTS THAT ARE STRUCTURED AS EITHER FOREIGN CORPORATIONS, FOREIGN LIMITED PARTNERSHIPS OR DOMESTIC LIMITED PARTNERSHIPS. THE LIMITED PARTNERSHIP INVESTMENTS MAY, IN TURN, OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. TO THE EXTENT THAT THE JEWISH MUSEUM IS REQUIRED TO COMPLETE A FORM 926, 5471, 8621 OR 8865 BECAUSE ITS INVESTMENT EXCEEDS THE FILING THRESHOLD, THOSE FORMS HAVE BEEN ATTACHED TO THE ORGANIZATION'S FORM 990-T FILING. X X 1 DCM INC 330 W 38TH ST STE 201 NEW YORK NY 10018 PHONE SOLICITATIONS 0 95480 65526 29954 DANILLER COMPANY 3724 JEFFERSON ST STE 302 AUSTIN TX 78731 MAIL SOLICITATIONS 0 69923 67826 2097 165403 133352 32051 CT NJ NY PURIM BALL 3262058 3123008 139050 333063 157212 30883 381288 3262058 3123008 139050 333063 157212 30883 381288 902446 -763396 X X 0 0 0 0 0 0 0 1 0 CLAUDIA GOULD HELEN GOLDSMITH MENSCHEL DIRECTOR 593421 0 0 0 484 0 24717 0 18454 0 637076 0 0 0 DARSIE ALEXANDER - SR DEP DIR SUSAN & ELIHU ROSE CHIEF CURATOR 292564 0 0 0 685 0 25046 0 46685 0 364980 0 0 0 MICHAEL STAFFORD - DIR OF FACILITIES, SECURITY, & ENGINEERING 218994 0 7500 0 638 0 5665 0 39555 0 272352 0 0 0 CINDY CAPLAN CHIEF LEGAL COUNSEL 206624 0 0 0 553 0 17331 0 2473 0 226981 0 0 0 SARAH SUPCOFF - DEPUTY DIR AUDIENCE DEVELOPMENT 196022 0 0 0 523 0 16487 0 479 0 213511 0 0 0 NELLY BENEDEK DEP. DIR., EDUCATION & PROGRAMS 167791 0 0 0 495 0 14280 0 20309 0 202875 0 0 0 SUSAN WEISS CHIEF OF STAFF 158054 0 0 0 270 0 0 0 15291 0 173615 0 0 0 JODY HEHER - DIRECTOR OF PROGRAM ADMIN. (AS OF 01/2022) 152763 0 0 0 464 0 0 0 17014 0 170241 0 0 0 KATHERYN HOLLANDER - CHIEF DEVELOPMENT OFFICER (AS OF 05/2022) 167191 0 0 0 434 0 0 0 327 0 167952 0 0 0 TONI SKIBA DIRECTOR, HUMAN RESOURCES 137804 0 0 0 369 0 11885 0 14934 0 164992 0 0 0 PART I, LINE 7 THE JEWISH MUSEUM PROVIDED NON-FIXED DISCRETIONARY BONUSES TO CERTAIN EMPLOYEES WHO MET PERFORMANCE BASED GOALS IN CALENDAR YEAR 2022. BONUSES FOR THESE EMPLOYEES ARE DETERMINED AND APPROVED BY THE EXECUTIVE DIRECTOR OF THE MUSEUM. STEVE NOVENSTEIN BOARD MEMBER 285892 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: STEVE NOVENSTEIN(D) DESCRIPTION OF TRANSACTION: BUSINESS TRANSACTION SCHEDULE L, PART IV: THE MUSEUM ENTERED INTO A FIXED 10-YEAR CONTRACT WITH UOVO IN MAY 2017. AT THE TIME, STEVE NOVENSTEIN, THE CO-FOUNDER, HAD NO RELATIONSHIP WITH THE MUSEUM AND HE DID NOT JOIN THE BOARD UNTIL FEBRUARY 2019. THE MUSEUM EXPLORED MULTIPLE ART STORAGE FACILITIES AND SELECTED UOVO BASED ON ITS COMPETITIVE RATES, EXCELLENT REPUTATION, AND THE ENHANCED FACILITIES IT OFFERED. X 94 0 APPRAISAL X 11 291629 FMV ON DATE OF DONATION X COMPUTER EQUIP. 1 400 FMV 3 0 1 1 PART I, COLUMN (B): THE MUSEUM DETERMINES THE NUMBER OF CONTRIBUTIONS REPORTED IN SCHEDULE M, PART I BASED UPON THE TOTAL NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE MUSEUM USES AUCTION HOUSES TO SELL WORKS OF ART CONTRIBUTED TO THE MUSEUM, THE PROCEEDS OF WHICH ARE THEN USED TO PURCHASE OTHER WORKS OF ART IN THE FUTURE. PART I, LINE 33: THE MUSEUM DOES NOT CAPITALIZE ITS ART COLLECTION; THEREFORE, ALL ART CONTRIBUTIONS LISTED IN SCHEDULE M ARE VALUED AT $0. FORM 990, PART III, LINE 1 THE MISSION OF THE JEWISH MUSEUM IS TO COLLECT, PRESERVE, EXHIBIT AND INTERPRET ART AND JEWISH CULTURE. THE MUSEUM IS DEDICATED TO THE ENJOYMENT, UNDERSTANDING AND PRESERVATION OF THE ARTISTIC AND CULTURAL HERITAGE OF THE JEWISH PEOPLE THROUGH ITS UNPARALLELED COLLECTIONS, DISTINGUISHED EXHIBITIONS AND RELATED EDUCATION PROGRAMS. USING ART AND ARTIFACTS THAT EMBODY THE DIVERSITY OF THE JEWISH EXPERIENCE FROM ANCIENT TIMES, THROUGHOUT THE WORLD, TO PRESENT TIMES THE MUSEUM STRIVES TO BE A SOURCE OF INSPIRATION AND SHARED HUMAN VALUES FOR PEOPLE OF ALL RELIGIOUS AND CULTURAL BACKGROUNDS WHILE SERVING AS A SPECIAL TOUCHSTONE OF IDENTITY FOR THE JEWISH PEOPLE. AS A VITAL CULTURAL RESOURCE FOR NEW YORK RESIDENTS AND VISITORS OF ALL AGES, THE MUSEUM ALSO REACHES OUT TO NATIONAL AND INTERNATIONAL COMMUNITIES AS IT INTERPRETS AND PRESERVES ART AND JEWISH CULTURE FOR CURRENT AND FUTURE GENERATIONS. FORM 990, PART VI, SECTION A, LINE 2 AUDREY WILF AND JANE WILF HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE MUSEUM IS THE JEWISH THEOLOGICAL SEMINARY. FORM 990, PART VI, SECTION A, LINE 7A THE MUSEUM'S BYLAWS RESERVE THE POWER TO REMOVE ANY OR ALL MEMBERS OF THE BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE, TO ITS SOLE MEMBER: THE JEWISH THEOLOGICAL SEMINARY. FORM 990, PART VI, SECTION A, LINE 7B THE MUSEUM'S BYLAWS RESERVE THE RIGHT OF ITS SOLE MEMBER TO APPROVE AMENDMENTS, ALTERATIONS, OR THE REPEAL OF THE BYLAWS, TO RELATE TO MATTERS OF A RELIGIOUS NATURE, AND TO PARTICIPATE IN A MINORITY ROLE IN THE SEARCH COMMITTEE THAT APPOINTS THE MUSEUM'S EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE MUSEUM'S FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, CHIEF OPERATING OFFICER AND THE MUSEUM'S CHIEF LEGAL COUNSEL IT IS THEN SENT TO THE AUDIT COMMITTEE FOR REVIEW AFTER ALL COMMENTS HAVE BEEN ADDRESSED, THE 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR THEIR REVIEW BEFORE FINAL SUBMISSION WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CHIEF LEGAL COUNSEL ENSURES THAT THE CONFLICT-OF-INTEREST POLICY AND DISCLOSURE FORMS ARE COMPLETED ANNUALLY BY THE OFFICERS, TRUSTEES, AND KEY PERSONNEL. ANY CONFLICTS NOTED ARE REVIEWED BY THE AUDIT COMMITTEE, WHICH DETERMINES WHETHER ANY FURTHER ACTION IS NEEDED. IN REGARDS TO STAFF, THE MUSEUM'S PERSONNEL MANUAL INCLUDES A CONFLICT-OF-INTEREST POLICY STATEMENT AND ALL STAFF ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THAT THEY HAVE READ AND UNDERSTAND ALL POLICIES INCLUDED IN THE MANUAL. FORM 990, PART VI, SECTION B, LINE 15 THE MUSEUM'S DIRECTOR IS EMPLOYED PURSUANT TO A FIVE YEAR WRITTEN EMPLOYMENT CONTRACT THAT WAS EXECUTED IN 2018. THE MUSEUM COMMISSIONED AN EXECUTIVE SUBCOMMITTEE OF THE BOARD OF TRUSTEES TO REVIEW AND APPROVE A CONTRACT EXTENSION. THIS EXECUTIVE SUBCOMMITTEE IS COMPRISED OF BOARD TRUSTEES WHO ARE INDEPENDENT OF MANAGEMENT AND FREE OF ANY CONFLICTS OF INTEREST THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. THE EXECUTIVE SUBCOMMITTEE OBTAINED AND REVIEWED APPROPRIATE COMPENSATION DATA FOR PEER INSTITUTIONS TO ENSURE THAT THE COMPENSATION OFFERED WAS COMPARABLE TO THE INDUSTRY AND GEOGRAPHY IN WHICH THE MUSEUM OPERATES. THE EXECUTIVE DIRECTOR'S EMPLOYMENT CONTRACT ESTABLISHES ANNUAL COST-OF-LIVING-ADJUSTMENTS AND DISCRETIONARY BONUSES THAT MUST BE APPROVED BY THE BOARD OF TRUSTEES. UNTIL SUCH TIME AS THIS EMPLOYMENT CONTRACT CONCLUDES, NO FURTHER COMPARABILITY STUDIES ARE EXPECTED. FOLLOWING THE DEPARTURE OF THOSE WHO WERE PREVIOUSLY APPOINTED KEY ROLES, THE MUSEUM APPOINTED NEW INDIVIDUALS TO KEY ROLES, KATHERYN HOLLANDER, CHIEF DEVELOPMENT OFFICER IN FISCAL YEAR 2022 AND MARGARET SCHRAMM HORN, CHIEF OPERATING OFFICER IN FISCAL YEAR 2023. BEFORE APPOINTING BOTH INDIVIDUALS, THE MUSEUM'S HUMAN RESOURCES DEPARTMENT ANALYZED MARKET DATA TO ENSURE THAT THE COMPENSATION LEVELS IT WAS OFFERING FOR BOTH POSITIONS ALIGNED WITH THE MARKET AND THE MUSEUM'S PEERS. PROSPECTIVELY, IT IS ANTICIPATED THAT THE MUSEUM'S DIRECTOR SHALL BE AUTHORIZED TO PROPOSE COMPENSATION ADJUSTMENTS FOR THE KEY EMPLOYEES TO A SUBCOMMITTEE OF THE BOARD OF DIRECTORS. THE SUBCOMMITTEE OF THE BOARD OF DIRECTORS ALSO COMPLETES A REVIEW OF THE CHIEF OPERATING OFFICER'S COMPENSATION PACKAGE. THE MUSEUM MAY, PERIODICALLY, COMMISSION INDEPENDENT COMPENSATION SURVEYS TO ENSURE THAT IT CONTINUES TO PAY ITS KEY EMPLOYEES A COMPARABLE WAGE. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC MAY ACCESS THE MUSEUM'S AUDITED FINANCIAL STATEMENTS AND FORM 990 FILINGS BY VISITING THE MUSEUM'S WEBSITE AND MAY REQUEST COPIES OF THE MUSEUM'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY BY CONTACTING THE OFFICE OF THE CHIEF OPERATING OFFCIER AT THE CONTACT INFORMATION DISCLOSED IN PART VI, SECTION C, LINE 20. THE MUSEUM MAKES ITS IRS DETERMINATION LETTER CONFIRMING ITS TAX-EXEMPT STATUS AVAILABLE TO THE PUBLIC AT ITS PLACE OF BUSINESS (AND UPON REQUEST) IN LIEU OF THE FORM 1023 WHICH IS NO LONGER AVAILABLE. FORM 990, PART XI, LINE 9: WRITE-OFF OF UNCOLLECTIBLE PLEDGES -330,472. JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 100274650 130887640 RELIGIOUS ORGANIZATION NY 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0