2024-05-10T09:51:54-05:00 2023-06-30 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2022-07-01 470920831 THE CONTEMPORARY JEWISH MUSEUM CONT 4156557800 736 MISSION STREET SAN FRANCISCO CA 94103 KERRY KING INTERIM EXECUTIVE DIRECTOR 4156557800 2024-05-09 1 KERRY KING 999009999 0 DANIEL V ROMANO P00504182 2125990100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KERRY KING 736 MISSION STREET SAN FRANCISCO CA 94103 11558574 0 X WWW.THECJM.ORG X 2003 CA MAKES THE DIVERSITY OF JEWISH EXPERIENCE RELEVANT THROUGH ART & PROGRAMS THAT CHALLENGE & INSPIRE. 20 20 79 20 17841 0 3767956 2617542 277435 221082 1898893 677672 -65539 67240 5878745 3583536 0 0 0 0 2967948 3450142 91122 96752 1694506 5271399 4984320 8330469 8531214 -2451724 -4947678 76215148 71856062 29705907 29240057 46509241 42616005 X THE CONTEMPORARY JEWISH MUSEUM (THE CJM) MAKES THE DIVERSITY OF THE JEWISH EXPERIENCE RELEVANT FOR A TWENTY-FIRST CENTURY AUDIENCE THROUGH INNOVATIVE EXHIBITIONS AND PROGRAMS THAT EDUCATE, CHALLENGE, AND INSPIRE. 0 0 5497981 237806 SEE SCHEDULE O.ACTIVITY 1:CJM AUDIENCESIN FISCAL YEAR 2023, THE CJM ACCOMPLISHED ITS MISSION TO MAKE THE DIVERSITY OF JEWISH EXPERIENCE RELEVANT TO TWENTY FIRST CENTURY AUDIENCES THROUGH ITS EXHIBITIONS, EDUCATION PROGRAMS, AND THE STRATEGIC DISTRIBUTION OF DIGITAL MEDIA.KEY FISCAL YEAR 2023 METRICS INCLUDE:33,900 ON-SITE VISITORS971,720 ONLINE VISITORSEXHIBITIONSFISCAL YEAR 2023 EXHIBITIONS AND ARTIST PROGRAMS COVERED A WIDE RANGE OF ART AND ARTISTS.MIKA ROTTENBERG: SPAGHETTI BLOCKCHAIN. (MAY 18, 2023-OCTOBER 22, 2023). ONE OF THE MOST INNOVATIVE INTERNATIONALLY-ACCLAIMED ARTISTS WORKING TODAY, NEW YORK-BASED MIKA ROTTENBERG USES HUMOR TO CONVEY THE SURPRISING WAYS IN WHICH WE ARE ALL CONNECTED. THE EXHIBITION PRESENTED THE ARTIST'S MOST IMPORTANT VIDEOS AND SCULPTURES OF THE PAST DECADE IN THE FIRST MUSEUM SURVEY OF HER WORK ON THE WEST COAST.CARA LEVINE: TO SURVIVE I NEED YOU TO SURVIVE. (FEBRUARY 16, 2023-JULY 30, 2023). THROUGH VIDEO, SCULPTURE, AND INSTALLATION, THE CALIFORNIA-BASED ARTIST USES HER ARTISTIC PRACTICE AS A MEANS TO EXPLORE AND PROCESS GRIEF AROUND PERSONAL AND COLLECTIVE TRAUMAS, HIGHLIGHTING HOW CREATIVE ENDEAVORS CAN FACILITATE HEALING AND HELP MOURNERS FIND MEANING IN COMMUNITY WITH ONE ANOTHER. L'CHAIM: CELEBRATING OUR BUILDING AT 15. (FEBRUARY 16, 2023-JUNE 9, 2024). THE CJM'S CELEBRATED BUILDING, DESIGNED BY WORLD-RENOWNED ARCHITECT DANIEL LIBESKIND, HAS SERVED AS AN ARTISTIC, COMMUNITY, AND CULTURAL GENERATOR SINCE ITS OPENING FIFTEEN YEARS AGO. THIS EXHIBITION DELVES INTO THE DEEP JEWISH SYMBOLISM IMBUED IN THE BUILDING'S ARCHITECTURAL FORMS, ALLOWING VISITORS TO UNLOCK THEIR MEANING. INSPIRED BY THE HEBREW PHRASE L'CHAIM, THE ARCHITECTURE EMBODIES THE VALUES, TRADITIONS, AND IDEAS THAT THE MUSEUM EXPLORES WITHIN ITS WALLS.ANNIE ALBAGLI: WE BECOME [VESSELS]. (MARCH 23, 2023-JULY 28, 2024). SAN FRANCISCO ARTIST ANNIE ALBAGLI'S VIDEO AND SCULPTURE DRAW ON JEWISH RITUAL, HER EGYPTIAN JEWISH ANCESTRY, AND THE GEOLOGY OF THE MARIN HEADLANDS, CONVEYING THE ELEMENTAL FORCES OF FAITH AND NATURE.GILLIAN LAUB: FAMILY MATTERS. (OCTOBER 13, 2022-APRIL 9, 2023). FOR THE LAST TWO DECADES, GILLIAN LAUB HAS USED THE CAMERA TO INVESTIGATE HOW SOCIETY'S MOST COMPLEX QUESTIONS ARE OFTEN WRIT LARGE IN OUR MOST INTIMATE RELATIONSHIPS. AS IT MOVED THROUGH TIME, THE EXHIBITION BECAME A MICROCOSM OF A CONFLICTED NATION, AS THE ARTIST AND HER PARENTS FOUND THEMSELVES ON OPPOSING SIDES OF A POLITICAL DIVIDE PROMPTING EVERYONE TO ASK WHAT REALLY BINDS THEM TOGETHER.OZ IS FOR OZNOWICZ: A PUPPET FAMILY'S HISTORY. (JULY 21, 2022-MARCH 5, 2023). FRANK OZ IS A LEGENDARY ACTOR, FILM DIRECTOR, AND PERFORMER KNOWN WIDELY FOR BEING THE CLOSEST COLLABORATOR OF MUPPET CREATOR JIM HENSON. OZ ORIGINATED AND PERFORMED MANY ICONIC MUPPET CHARACTERS, INCLUDING MISS PIGGY, FOZZIE BEAR, AND COOKIE MONSTER, AS WELL AS YODA IN THE STAR WARS FILMS. OZ'S PATH TO PERFORMING, PUPPETRY, AND USE OF HUMOR AS A TOOL FOR BOTH SOCIAL CRITIQUE AND SOCIAL GOOD, WAS PAVED BY HIS PARENTS, ISIDORE (MIKE) AND FRANCES OZNOWICZ. WHAT WE HOLD: A YOUTH AUDIO PROJECT. (APRIL 8, 2022-MARCH 24, 2023). WHAT SHAPES US? WHICH FAMILY HISTORIES BECOME OUR CORE STORIES? HOW DO WE MAKE THEM OUR OWN? IN THIS ONLINE AUDIO EXHIBITION, TEENS RANGING IN AGE FROM 15 TO 18 YEARS OLD CREATED INDIVIDUAL AUDIO RECORDINGS REFLECTING ON AND CONNECTING WITH THEIR FAMILIES' STORIES OF MIGRATION, RESILIENCE, ACCEPTANCE, IDENTITY AND PASSION.THE JIM HENSON EXHIBITION: IMAGINATION UNLIMITED. (MARCH 31, 2022-AUGUST 14, 2022). THIS EXHIBITION CELEBRATED THE LEGACY OF JIM HENSON (1936-1990), TRAILBLAZING PUPPETEER, ANIMATOR, CARTOONIST, ACTOR, INVENTOR, AND FILMMAKER. FEATURING 150+ OBJECTS FROM SESAME STREET, THE MUPPET SHOW, AND MORE, THE EXHIBITION HIGHLIGHTED HENSON'S GROUNDBREAKING WORK FOR FILM AND TELEVISION, HIS INDELIBLE MARK ON POPULAR CULTURE, AND THE PROFOUND SOCIAL IMPACT OF HIS WORK. HIS STORIES CONTINUE TO DELIGHT AUDIENCES AND INSPIRE CHILDREN AND ADULTS TO LOOK BEYOND DIFFERENCES AND BUILD A MORE COMPASSIONATE, INCLUSIVE WORLD.TIKKUN: FOR THE COSMOS, THE COMMUNITY, AND OURSELVES. (FEBRUARY 17, 2022-JANUARY 8, 2023). WORKS BY THIRTY BAY AREA BASED CONTEMPORARY ARTISTS REFLECTING ON THE JEWISH CONCEPT OF TIKKUN (HEBREW FOR "TO REPAIR"). IN A MOMENT OF COLLECTIVE CHALLENGES AND UNCERTAINTY, THIS EXHIBITION RE-EXAMINED THE TERM TIKKUN AS A PHENOMENON OF CARE AND INTERCONNECTEDNESS THAT IS GROUNDED IN PERSONAL ACTION, ENVIRONMENTAL RESPONSIBILITY, AND COMMUNITY, UNFIXED FROM ITS EVOLVING MEANINGS THROUGHOUT HISTORY. TAKEN TOGETHER, THE WORKS IN THIS EXHIBITION CONSIDERED HOW THE CONCEPT OF TIKKUN CAN HELP US LOOK CRITICALLY BOTH INWARD AND OUTWARD, GUIDE US THROUGH CHANGE, AND BUILD RESILIENCE FOR THE ONGOING WORK OF REPAIR.PROGRAM AND EDUCATION HIGHLIGHTSTHE CJM IS AMONG THE BAY AREA'S MOST IMPORTANT ARTS AND JEWISH EDUCATION RESOURCES FOR K-12 STUDENTS AND TEACHERS. ALL TOURS AND ACCOMPANYING ARTMAKING WORKSHOPS ARE FREE. DURING FISCAL YEAR 2023, K-12 SCHOOL PROGRAMS WERE OFFERED BOTH ONLINE AND IN PERSON. INTERACTIVE TOURS OF EXHIBITIONS AND THE CJM'S BUILDING LED BY PROFESSIONAL EDUCATORS ARE THE CENTERPIECE OF THE PROGRAM. ONLINE CURRICULUM RESOURCES ENHANCE TEACHERS' ABILITY TO INCORPORATE TOUR CONTENT IN THE CLASSROOM. ONLINE ART MAKING WORKSHOPS DEEPEN STUDENTS LEARNING AND FOSTER CREATIVITY.ACCESS PROGRAMSTHE CJM OFFERS A WIDE ARRAY OF ACCESS PROGRAMS FREE OF CHARGE TO FULFILL A COMMUNITY NEED FOR HIGH-QUALITY, INDIVIDUALIZED OPPORTUNITIES FOR SENIORS AND PEOPLE WITH DISABILITIES. IN FISCAL YEAR 2023, THE CJM CONTINUED THIS LONGSTANDING DEDICATION TO ACCESSIBILITY, WITH AN EXTENSIVE RANGE OF PROGRAMMING FOR VISITORS WITH INTELLECTUAL, PHYSICAL, OR SOCIAL BARRIERS TO PARTICIPATION. THESE ACTIVITIES WERE OFFERED ONLINE AND IN PERSON.TEEN PROGRAMSTHE CENTERPIECE OF THE CJM'S TEEN PROGRAMS IS THE TEEN ART CONNECT (TAC) INTERNSHIP, A YEARLONG, PAID INTERNSHIP AT THE CJM THAT PROVIDES HANDS-ON WORK EXPERIENCE, APPRENTICESHIPS, PROFESSIONAL DEVELOPMENT WORKSHOPS, AND SKILL-BUILDING ARTS ACTIVITIES. TEN TAC INTERNS PLANNED AND PRODUCED A SERIES OF EVENTS FOR THEIR PEERS ABOUT JEWISH CULTURE AND ART. ACTIVITIES INCLUDED TEEN-LED ARCHITECTURE TOURS, ARTIST WORKSHOPS, PANEL DISCUSSIONS, ART-MAKING ACTIVITIES, AND THE TEEN-CURATED EXHIBITION WHAT WE HOLD: A YOUTH AUDIO PROJECT. EACH OF THESE PROGRAMS PROVIDED OPPORTUNITIES FOR TEENS TO EXPLORE CREATIVE EXPRESSIONS OF JEWISH IDENTITY. 5497981 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 79 0 1 79 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KERRY KING 4156557800 736 MISSION STREET SAN FRANCISCO CA 94103 CHAD COERVER EXCUTIVE DIRECTOR 40.00 0.00 X X 300000 0 3000 JOYCE LINKER TRUSTEE/IMMED PAST CHR 5.00 0.00 X X 0 0 0 TOM KASTEN TRUSTEE/CHAIR 5.00 0.00 X X 0 0 0 DAVID SAXE VICE CHAIR 1.00 0.00 X X 0 0 0 MARCI ROSENFELD VICE CHAIR 1.00 0.00 X X 0 0 0 MICHAEL RIGHI TREASURER 5.00 0.00 X X 0 0 0 ADRIENNE BAVAR SECRETARY (THRU 06/2023) 5.00 0.00 X X 0 0 0 JUDITH APTEKAR TRUSTEE (THRU 09/2022) 1.00 0.00 X 0 0 0 MATTHEW BARTON TRUSTEE 1.00 0.00 X 0 0 0 RIVA BERELSON TRUSTEE (THRU 09/2022) 1.00 0.00 X 0 0 0 RUTH MATHIS BISSELL TRUSTEE (THRU 06/2023) 1.00 0.00 X 0 0 0 DANA CORVIN TRUSTEE 1.00 0.00 X 0 0 0 ELLIOTT FELSON TRUSTEE (THRU 06/2023) 1.00 0.00 X 0 0 0 AVIVA GILBERT TRUSTEE 1.00 0.00 X 0 0 0 HEATHER GREEN TRUSTEE (THRU 06/2023) 1.00 0.00 X 0 0 0 RON KAUFMAN TRUSTEE 1.00 0.00 X 0 0 0 ALVIN LEVITT TRUSTEE 1.00 0.00 X 0 0 0 ALEXANDRA MOSES TRUSTEE 1.00 0.00 X 0 0 0 KRISTIN ERIKO POSNER TRUSTEE (AS OF 02/2023) 1.00 0.00 X 0 0 0 DEBORAH RAPPAPORT TRUSTEE 1.00 0.00 X 0 0 0 JOSHUA REYNOLDS TRUSTEE 1.00 0.00 X 0 0 0 DOROTHY SAXE TRUSTEE 1.00 0.00 X 0 0 0 ETA SOMEKH TRUSTEE (THRU 09/2022) 1.00 0.00 X 0 0 0 RUTH STEIN TRUSTEE 1.00 0.00 X 0 0 0 ROSELYNE C SWIG TRUSTEE 1.00 0.00 X 0 0 0 SEAN TAUBE TRUSTEE 1.00 0.00 X 0 0 0 MARILYN WALDMAN TRUSTEE 1.00 0.00 X 0 0 0 KERRY KING CHIEF OPERATING OFFICER 40.00 0.00 X 293001 0 27301 JAY AUSLANDER DIRECTOR OF DEVELOPMENT 40.00 0.00 X 168099 0 13149 ANNA KATZ CONTROLLER 40.00 0.00 X 118943 0 13413 ANDREA MORGAN DIRECTOR OF INSTITUTIONAL GIVING 40.00 0.00 X 106750 0 18567 JOE HAYES DIRECTOR OF SITE OPS & PLANNING 40.00 0.00 X 107236 0 10870 1094029 0 86300 6 0 1 0 AAA JANITORIAL SERVICES INC 3006 HUMPHREY AVENUE RICHMOND CA 94804 JANITORIAL 318031 PALAMERICAN SECURITY INC 11300 4TH ST NORTH 150 ST PETERSBURG FL 33716 SECURITY 313393 PROFESSIONAL TECHNICAL SECURITY SERVICES 111 SUTTER ST STE 550 SAN FRAN CA 94104 SECURITY 233289 LENAT & PARTNERS INC 522 EDINBURGH STREET SAN MATEO CA 94402 ADVERTISING 148774 ZIONS BANCORPORATION NA ONE SOUTH MAIN ST SALT LAKE CITY UT 84133 INVESTMENT MANAGEMENT 144045 6 270012 290000 2057530 2617542 ADMISSIONS 712110 218082 218082 OTHER RELATED REVENUES 900099 3000 3000 221082 829363 -17 829380 580530 547872 32658 32658 32658 7215833 7367524 -151691 -151691 -151691 94224 59642 34582 16724 17858 3583536 237806 17841 710347 X 611219 411962 78847 120410 2299361 1549769 296618 452974 56141 37839 7242 11060 277437 186993 35789 54655 205984 138833 26572 40579 13411 13411 103906 103906 96752 96752 175166 175166 1123879 757495 144980 221404 132580 89359 17103 26118 63867 43046 8239 12582 211784 142743 27320 41721 402512 271293 51924 79295 8258 5566 1065 1627 5259 3545 678 1036 800411 539477 103253 157681 1242473 837427 160279 244767 189258 127560 24414 37284 REPAIRS & MAINTENANCE 214418 144518 27660 42240 LOAN FEE 98832 66613 12749 19470 EXHIB SUPPLY 31551 31551 CATERING 17350 11693 2239 3418 149405 100699 19273 29433 8531214 5497981 1338727 1694506 998 1000 21047880 6696824 1759068 1140463 43719 25840 284206 216962 53609793 22444930 32307478 31164863 20313740 32075893 49553 8737 408506 525480 76215148 71856062 524941 530395 186788 306910 28711594 28072889 282584 329863 29705907 29240057 X 26536470 22957449 19972771 19658556 46509241 42616005 76215148 71856062 -4947678 1054442 0 X 0 1 X 1 0 X 7016415 4727940 4046070 3767956 2617542 22175923 7016415 4727940 4046070 3767956 2617542 22175923 546737 21629186 1628271 1340426 874820 859124 1409910 6112551 26292 17101 8454 18476 17841 88164 47600 53750 179 11557 113086 28489724 1181669 0.75920 0.75310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2018 AMOUNT: $ 47,600. 2019 AMOUNT: $ 53,750. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. MISCELLANEOUS - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 179. 2021 AMOUNT: $ 11,557. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 37708550 1564529 3039107 36233972 40591688 2082073 -3099369 1865842 37708550 39171598 7463452 1789726 4253636 40591688 30217912 10281769 397741 1725824 39171598 30071783 516957 1916460 2287288 30217912 0.50300 0.49700 0.00000 0 0 1231957 1231957 47753574 17912893 29840681 4249407 4157182 92225 374855 374855 0 31164863 PENSION OBLIGATIONS 301826 LEASE LIABILITY 28037 329863 X 5070325 1054442 1054442 4015883 175166 -607514 -432348 3583535 8963561 607514 607514 8356047 175166 175166 8531213 PART III, LINE 1A: FINANCIAL STATEMENT FOOTNOTE COLLECTIONS THE MUSEUM IS PRESENTLY, AND FOR THE FORESEEABLE FUTURE, A NON-COLLECTING INSTITUTION. THE MUSEUM'S PERMANENT COLLECTIONS CONSIST OF ART DONATED IN ITS EARLIER HISTORY AS THE JEWISH COMMUNITY MUSEUM. THESE WORKS OF ART WERE ACQUIRED THROUGH PURCHASES OR CONTRIBUTIONS AND ARE NOT RECOGNIZED AS ASSETS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. EACH WORK OF ART IS INVENTORIED AND CARED FOR, AND ACTIVITIES VERIFYING THE COLLECTIONS' INTEGRITY ARE PERFORMED. PURCHASES OF ART (ACCESSIONS) ARE RECORDED AS DECREASES IN THE APPROPRIATE NET ASSET CLASS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REQUIRED TO BE USED TO ACQUIRE OTHER WORKS OF ART. SUCH PROCEEDS ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS. THERE WERE NO ACCESSIONS OR DEACCESSIONS OF WORKS OF ART DURING THE YEARS ENDED JUNE 30, 2023 AND 2022. PART III, LINE 4: DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS THE MUSEUM IS A NON-COLLECTING INSTITUTION. THE EXISTING COLLECTION CONSISTS OF DIFFERENT FORMS OF JUDAICA. THESE PIECES ARE OCCASIONALLY DISPLAYED IN EXHIBITIONS WHICH OFFER EDUCATION IN JEWISH ART AND CULTURE. SCHEDULE D, PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS THE ORGANIZATION MAINTAINS ENDOWMENTS AS A MEANS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO SUPPORT ITS PROGRAMS. 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 INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3), ALTHOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE MUSEUM HAS ALSO BEEN RECOGNIZED BY THE FRANCHISE TAX BOARD AS AN ORGANIZATION THAT IS EXEMPT FROM INCOME TAX PURSUANT TO CALIFORNIA REVENUE AND TAX CODE SECTION 23701D ON ITS INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE MUSEUM HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT WAS 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 THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -547,872. COST OF GOODS SOLD -59,642. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 547,872. COST OF GOODS SOLD 59,642. X X X X X 1 THE LUKENS COMPANY 2800 SHIRLINGTON ROAD 9TH FL ARLINGTON VA 22206 CONSULTING 0 297395 96752 200643 297395 96752 200643 CA SCHEDULE G, PART I, LINE 2B, COLUMN (V) AMOUNTS PAID TO PROFESSIONAL FUNDRAISERS THE LUKENS COMPANY PERFORMS ADDITIONAL SERVICES BEYOND FUNDRAISING RELATED TO CONTRIBUTIONS. ALL FEES AND DIRECT REVENUES ASSOCIATED WITH THESE SERVICES ARE REPRESENTED. INDIRECT REVENUES RESULTING FROM SERVICES ARE NOT REPRESENTED. X X X X 0 0 0 0 0 0 0 0 0 KERRY KING CHIEF OPERATING OFFICER 293001 0 0 0 0 0 7331 0 19970 0 320302 0 0 0 CHAD COERVER EXCUTIVE DIRECTOR 300000 0 0 0 0 0 3000 0 0 0 303000 0 0 0 JAY AUSLANDER DIRECTOR OF DEVELOPMENT 168099 0 0 0 0 0 5013 0 8136 0 181248 0 0 0 FORM 990, PART III, LINE 4A FAMILY PROGRAMS FAMILY ARTBASH SUNDAYS/ARTBASH YOUR WAY ARE THE CJM'S PROGRAMS FOR CHILDREN AGES 1 THROUGH 12 AND THEIR FAMILIES WITH WORKSHOPS AND ARTMAKING ACTIVITIES RELATED TO EXHIBITIONS AND JEWISH HOLIDAYS THAT ARE FREE OF CHARGE. THE ZIM ZOOM FAMILY ROOM IS A DEDICATED SPACE FOR INTERGENERATIONAL ART ACTIVITIES ESPECIALLY DESIGNED FOR THE CJM'S YOUNGEST VISITORS AND IS OPEN TO FAMILIES DURING ALL MUSEUM HOURS. FORM 990, PART VI, SECTION A, LINE 2 DOROTHY SAXE AND DAVID SAXE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE BOARD OF TRUSTEES DELEGATED REVIEW AND APPROVAL OF THE FORM 990 TO THE AUDIT COMMITTEE. GRANT THORNTON LLP AND THE ORGANIZATION'S FINANCE STAFF WORK TOGETHER TO GATHER THE REQUIRED INFORMATION NECESSARY TO COMPLETE THE FORM. THE INITIAL DRAFT FORM 990 IS REVIEWED BY GRANT THORNTON LLP AND THE ORGANIZATION'S MANAGEMENT. AFTER THE FORM IS DISCUSSED AND REVIEWED, RECOMMENDED CHANGES, IF ANY, ARE REFLECTED ON THE FORM AND AN UPDATED FORM 990 IS PREPARED. THE AUDIT COMMITTEE REVIEWS THE UPDATED FORM 990 AND, ONCE SATISFIED WITH THE RETURN, THE AUDIT COMMITTEE APPROVES THE RETURN FOR FILING WITH THE IRS. THE AUDIT COMMITTEE FURTHER REVIEWS THE FORM 990 WITH THE FINANCE COMMITTEE AND THEN PROVIDES A COMPLETE COPY OF THE FORM TO THE BOARD OF TRUSTEES PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE MUSEUM HAS A CONFLICT OF INTEREST POLICY THAT COVERS TRUSTEES AND THE PRINCIPAL OFFICERS OF THE MUSEUM AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS. THE POLICY PROVIDES FOR A SYSTEMATIC AND ONGOING PROCESS REQUIRING INDIVIDUALS WHO HAVE DECISION-MAKING RESPONSIBILITIES TO DISCLOSE AND ADDRESS POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST AND HAVE A DUTY TO UPDATE THE DISCLOSURE FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. EACH TRUSTEE AND PRINCIPAL OFFICER OF THE MUSEUM AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS ANNUALLY COMPLETES AND SIGNS THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORM. TO ENSURE THE MUSEUM OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. THE PERIODIC REVIEWS, AT A MINIMUM, INCLUDE THE FOLLOWING: (A) REVIEW OF COMPENSATION ARRANGEMENTS AND BENEFITS, OR ACQUISITION OR DE-ACQUISITION OF MUSEUM PROPERTY WITH DISQUALIFIED PERSONS AND INTERESTED DIRECTORS, IF ANY, TO ENSURE THAT THE TRANSACTIONS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. (B) REVIEW OF PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS, IF ANY, TO ENSURE THAT THE ARRANGEMENTS CONFORM TO THE MUSEUM'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, IN AN EXCESS BENEFIT TRANSACTION, OR IN A SELF-DEALING TRANSACTION. WHEN CONDUCTING THE PERIODIC REVIEWS AS DESCRIBED ABOVE, THE MUSEUM MAY, AS NECESSARY, USE OUTSIDE EXPERTS. IF OUTSIDE EXPERTS ARE USED, THEIR USE DOES NOT RELIEVE THE BOARD OF ITS RESPONSIBILITY FOR ENSURING THAT PERIODIC REVIEWS ARE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15 PROCESS OF DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES: FOR CHANGES IN COMPENSATION FOR THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER, THE BOARD DELEGATED REVIEW AND APPROVAL TO THE EXECUTIVE COMMITTEE. THIS COMMITTEE COMPARED THE PROPOSED SALARY AND BENEFITS TO SALARIES AND BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY-COMPARABLE POSITIONS IN THE SAN FRANCISCO BAY AREA. FOR OTHER KEY EMPLOYEES, THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER WORK WITH A HUMAN RESOURCES PROFESSIONAL TO CONDUCT REVIEWS OF COMPARABLE POSITIONS AND APPROVE SALARIES AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SECURITY: PROGRAM SERVICE EXPENSES 351,899. MANAGEMENT AND GENERAL EXPENSES 67,352. FUNDRAISING EXPENSES 102,855. TOTAL EXPENSES 522,106. JANITORIAL: PROGRAM SERVICE EXPENSES 103,657. MANAGEMENT AND GENERAL EXPENSES 19,839. FUNDRAISING EXPENSES 30,297. TOTAL EXPENSES 153,793. CONTRACTORS & CONSULTANTS: PROGRAM SERVICE EXPENSES 301,939. MANAGEMENT AND GENERAL EXPENSES 57,789. FUNDRAISING EXPENSES 88,252. TOTAL EXPENSES 447,980.