2025-03-26T12:53:19-05:00 2024-06-30 420714325 RSM US LLP 4622 Pennsylvania Ave Ste 1100 Kansas City MO 64112 990 2023-07-01 043684531 The Maltz Museum of Jewish Heritage MALT 2165930575 2929 Richmond Road Beachwood OH 44122 Aaron Petersal Executive Director 2165930575 2025-03-21 1 1 Kevin Ensminger P01310558 8167533000 2025-03-21 2023 2025-03-06 01:10:19Z Aaron Petersal 2929 Richmond Road Beachwood OH 44122 6564495 0 X WWW.MALTZMUSEUM.ORG X 2002 OH The Maltz Museum of Jewish Heritage is an American story of diversity and tolerance. 23 23 20 397 0 0 2196330 2618109 78792 259227 841022 866999 -57009 -45844 3059135 3698491 100000 100000 0 0 1191498 1287700 0 0 321568 1781010 1995383 3072508 3383083 -13373 315408 30470788 32822946 7333620 7129155 23137168 25693791 X The Maltz Museum of Jewish Heritage introduces visitors to the beauty and diversity of that heritage in the context of the American experience. It promotes an understanding of Jewish history, religion & culture and builds bridges of appreciation, tolerance & understanding. 0 0 1962770 0 240244 Core Collection - The Museum features two core exhibitions. An American Story chronicles the immigrant experience, development of Cleveland, Civil Rights Movement, and the Holocaust. The Temple-Tifereth Israel Gallery displays the nationally renowned collection of Judaica from its namesake synagogue. Tours of the collections include the topics of immigration and assimilation, the Holocaust and Civil Rights Movement, Cleveland history, and Jewish faith and traditions. Students in the Cleveland Metropolitan School District also receive free admission, ensuring that cost is never a barrier to experiencing the Museum. As part of its core collection, The Maltz Museum is now home to two interactive biographies, of a Holocaust survivor and of a civil rights activist. Through advanced filming techniques, specialized display technologies, and natural language processing, the experiences of these two upstanders against hate have been preserved in a format that allows audiences to interact with their images as if they were actually present in the same room. For years to come, visitors will see these upstanders in high-definition, hear their voices, absorb their eyewitness accounts of history in the making, and draw inspiration from their courage and commitment to nonviolent change. 432823 0 51103 Special Exhibitions - The Museum has presented 40 special exhibitions, including 3 in fiscal year 2024, the content of which has varied from Rube Goldberg to the Holocaust. 257409 100000 0 Stop the Hate - Every year the Stop the Hate program gives thousands of students across Northeast Ohio a means of understanding and responding to acts of bias and hate in their own communities. Through museum tours, teaching-artist workshops, creative projects, and contests culminating in an awards ceremony, this program targets students in middle and high school, an impressionable age for learning the critical thinking skills and empathy they will need to lead their communities to a more accepting, inclusive future. The Museum prioritizes the needs of students from underserved school districts by providing free transportation and admission to all Stop the Hate workshop participants. 2653002 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 73 0 1 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 1 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X Aaron Petersal 2165930575 2929 Richmond Road Beachwood OH 44122 Renee Chelm Chair 2.00 X X 0 0 0 Tamar Maltz President 2.00 X X 0 0 0 Bob Gries Vice Chair until 10/01/23 2.00 X X 0 0 0 Keith Libman Vice President 2.00 X X 0 0 0 Mary Ann Corrigan Davis Secretary 2.00 X X 0 0 0 Joe Cimperman Trustee 2.00 X 0 0 0 Ronald B Cohen Trustee until 6/30/24 2.00 X 0 0 0 Grant Dinner Trustee 2.00 X 0 0 0 Jordan Goldberg Trustee until 6/30/24 2.00 X 0 0 0 Lois Goodman Trustee 2.00 X 0 0 0 David Katz Trustee 2.00 X 0 0 0 Susan Krantz Trustee 2.00 X 0 0 0 Alan M Krause Trustee 2.00 X 0 0 0 Kenneth B Liffman Trustee 2.00 X 0 0 0 Sarah Spinner Liska Trustee 2.00 X 0 0 0 Milton Maltz Trustee 2.00 X 0 0 0 Darrell McNair Trustee 2.00 X 0 0 0 Larry Pollock Trustee 2.00 X 0 0 0 Albert B Ratner Trustee 2.00 X 0 0 0 James Ratner Trustee 2.00 X 0 0 0 Irving Rosner Trustee 2.00 X 0 0 0 Phil Wasserstrom Trustee 2.00 X 0 0 0 Dan Zelman Trustee 2.00 X 0 0 0 Adam Zelwin Trustee 2.00 X 0 0 0 David Schafer Managing Director 40.00 X 230568 0 22738 Aaron Petersal Executive Director 40.00 X 0 0 0 James Gomez Treasurer 2.00 X 0 0 0 Dahlia Fisher Director of External Relations 40.00 X 109427 0 4666 Dayan Gross Director of Development 40.00 X 115000 0 4874 Susan Friedman Director of Finance 40.00 X 116762 0 14582 571757 0 46860 4 0 1 0 0 232804 81292 548450 621875 1133688 2618109 Traveling Exhibitions 900099 157021 157021 Museum Admissions 900099 102206 102206 259227 655351 655351 3020 0 3020 3020 3020 2885584 2673936 211648 211648 211648 75000 548450 155984 -80984 -80984 68204 36084 32120 32120 3698491 291347 0 789035 46500 46500 53500 53500 245855 178315 67540 820424 576670 92644 151110 33809 23764 3818 6227 104969 73782 11853 19334 82643 58089 9332 15222 1908 1908 28395 28395 30000 30000 58788 58788 81493 65586 5916 9991 93412 73892 260 19260 29333 20815 3344 5174 30141 16577 4521 9043 231719 183966 44959 2794 13450 9454 1519 2477 205665 163282 39904 2479 305025 242166 59182 3677 38659 30927 7732 Exhibition Expenses 471254 471254 Stop the Hate Program 262185 262185 Security 67433 67433 Educational Programing 30810 30810 15713 4035 4438 7240 3383083 2653002 408513 321568 52632 41700 2476067 3749025 1935843 1940265 214868 62912 38209 38609 170813 223077 15436018 10345162 5275554 5090856 12441238 13055581 7865564 8562390 0 58531 30470788 32822946 655143 611462 210686 168957 6275974 6298152 56083 28042 135734 22542 7333620 7129155 X 7565938 8645281 15571230 17048510 23137168 25693791 30470788 32822946 X 315408 2062389 178826 X 0 1 X 1 0 X 2096333 1978864 5614905 2196330 2618109 14504541 2096333 1978864 5614905 2196330 2618109 14504541 2572316 11932225 413914 328721 322484 442672 658371 2166162 16670703 1219997 0.71580 0.72830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 Part II-B, Line 1: The Museum worked with a consulting firm to support funding requests with the Ohio State Legislature. X X X 0 20505253 703 2747998 425000 22828954 19359769 1945484 800000 20505253 22061030 -2701261 19359769 17214556 4856474 10000 22061030 17771467 168380 -320066 405225 17214556 0.39690 0.44060 0.16250 0 0 6365882 2938798 3427084 2125345 883649 1241696 6944791 6522715 422076 5090856 Investment in Federation Pooled Funds 8562390 F 8562390 Agency Funds 22542 22542 X 5926459 2062389 23596 178826 2264811 3661648 58788 -21945 36843 3698491 3369836 23596 21945 45541 3324295 58788 58788 3383083 Part III, Line 1a: The Museum's standing exhibits are generally comprised of items which are donated and/or loaned at no cost. The Museum has not capitalized any of its collections. Part III, Line 4: The Museum houses the Temple-Tifereth Israel's gallery, an internationally recognized collection of Judaica. The Museum also houses a variety of interactive and experiential exhibits using various media, which brings regional Jewish history to life. It also houses a display of Judaic art, ritual objects and artifacts. Part V, Line 4: The purpose of the endowment is to attempt to provide a predictable stream of funding to the museum's programs. Part X, Line 2: The Museum has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Museum may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Museum, the continued tax-exempt status of bonds issued, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At June 30, 2024 and 2023, there were no uncertain tax benefits identified or recorded as liabilities. Part XI, Line 2d - Other Adjustments: Change in fair value of interest rate swap 178,826. Part XI, Line 4b - Other Adjustments: Direct Fundraising Expenses -21,945. Part XII, Line 2d - Other Adjustments: Direct Fundraising Expenses 21,945. Heritage Award Event 623450 548450 75000 6975 80338 35562 33109 623450 548450 75000 6975 80338 35562 33109 155984 -80984 1 Saint Joseph Academy 3470 Rocky River Drive Cleveland OH 44111 341618516 5500 0 To support anti-bias education Max S Hayes High School 2211 West 65th Street Cleveland OH 44102 346000662 5500 0 To support anti-bias education Harding Middle School 16601 Madison Avenue Lakewood OH 44107 346001631 5500 0 To support anti-bias education Garfield Heights High School 4900 Turney Road Garfield Heights OH 44125 346001196 6000 0 To support anti-bias education Aurora High School 109 West Pioneer Trail Aurora OH 44202 346000156 6000 0 To support anti-bias education Milkovich Middle School 19800 Stafford Avenue Maple Heights OH 44137 346001808 6000 0 To support anti-bias education 0 6 College scholarships 3 35000 Essay Contest Prizes for 6th to 12th Graders 25 18500 Part I, Line 2: The Organization maintains records of the prizes awarded to the recipients. The Organization requires the recipients to report how they will use the money specifically for anti-bias education. X X X X 0 0 0 0 0 0 0 0 0 David Schafer Managing Director 230568 0 0 0 0 0 7043 0 15695 0 253306 0 0 0 A Cleveland - Cuyahoga County Port Authority 341029691 2014-08-01 6300000 Refinancing of a prior tax-exempt bond 0 0 0 A 6300000 126000 6174000 6300000 2014 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 1 0 1 0 0 NA 0 0 1 A 1 Form 990, Part I, Line 6 Estimate of Volunteers - Schedules are maintained for the work of each volunteer. The volunteers provide service in the Museum Store, Visitor Services, Speakers Bureau, as Stop the Hate Readers, and as members of the Friends of the Maltz Museum, a group that helps raise funds and awareness through various activities. Form 990, Part VI, Section A, line 2 Milton Maltz and Tamar Maltz have a family relationship. Milton Maltz, Tamar Maltz and James Gomez have a business relationship. Form 990, Part VI, Section A, line 4 The Museum's Articles of Incorporation were amended to modify the governance structure of the board. Effective July 2024, the Museum's Articles of Incorporation were amended to remove the three classes of members which were previously The Maltz Family Foundation member, the Temple Tifereth Israel member, and The Jewish Federation of Cleveland member. Form 990, Part VI, Section A, line 6 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. Effective July 2024, the Museum's Articles of Incorporation were amended to remove the three classes of members. Form 990, Part VI, Section A, line 7a The rights of each class of members, including the right to elect trustees, are detailed in the Museum's Articles of Incorporation. 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. The classes of trustees are: At-Large, Honorary, Ex-Officio, and Founder. 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 11b The Board of Trustees is notified that a public disclosure copy of the Form 990 is available to all Board members for their review before filing, upon request. The Form 990 is also distributed to the finance committee of the Museum. This group spends time during a meeting to review the form in detail before filing. Schedule B, which reflects contributor information and is not required to be publicly disclosed, is omitted from the copy distributed and reviewed by these groups, to maintain donor confidentiality. 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 managing director and officers for any conflicts. Any conflicts are reported and reviewed with the board for resolution. Any Trustee or Officer who has a conflict recuses himself or herself from voting on the issue in question. Form 990, Part VI, Section B, line 15a The compensation committee, which is comprised of all members of the finance committee, approves the compensation of the managing director of the Museum. On an annual basis, the committee performs an industry salary review from publicly available information. The managing director is not in the room at the time of the discussion. Form 990, Part VI, Section B, Line 15b: There are no other officers or key employees who receive compensation. Form 990, Part VI, Section C, line 19 Financial statements, governing documents, and board-adopted policies are not made available to the public. Form 990, Part XI, line 9: Change in fair value of interest rate swap 178,826.