2024-07-11T05:10:06-05:00 2023-12-31 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2023-01-01 232788633 NATIONAL LIBERTY MUSEUM NATI 2159252800 321 CHESTNUT STREET PHILADELPHIA PA 19106 ALAINE K ARNOTT PHD CEO 2159252800 2024-07-11 1 ALAINE ARNOTT PHD 999009999 0 STEVEN M GLUECK P00856557 2155677770 2024-07-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ALAINE K ARNOTT PHD 321 CHESTNUT STREET PHILADELPHIA PA 19106 3773271 0 X WWW.LIBERTYMUSEUM.ORG X 1994 PA THE NATIONAL LIBERTY MUSEUM EMPOWERS VISITORS TO PROTECT AND ADVANCE LIBERTY FOR ALL. 37 36 26 50 1084 0 1519873 832888 85009 68260 1351608 564651 -104123 -59338 2852367 1406461 0 0 0 0 1761085 1703172 82400 61419 441389 1814667 2264543 3658152 4029134 -805785 -2622673 25778041 23372394 2585746 2132627 23192295 21239767 X NATIONAL LIBERTY MUSEUM ("NLM OR THE ORGANIZATION") IS A NONPROFIT ORGANIZATION, LOCATED IN THE HEART OF HISTORIC PHILADELPHIA, WHOSE MISSION IS TO ILLUMINATE THE STRENGTH AND FRAGILITY OF LIBERTY BY PRESENTING THE STORIES OF PEOPLE WHOSE POSITIVE ACTIONS INSPIRE US TO PROTECT AND ADVANCE LIBERTY FOR ALL. VISITORS TO NLM ENJOY AN ENGAGING, EDUCATIONAL, AND ENTERTAINING EXPERIENCE AS THEY EXPLORE THE CONCEPT OF LIBERTY AND ITS COMPLEXITY IN THE MUSEUMS' SIGNATURE GALLERIES AND ITS SLATE OF CHANGING TEMPORARY EXHIBITIONS. NLM'S CORE THEMES FOR YOUNG PEOPLE AND ADULTS INCLUDE LEADERSHIP; DIVERSITY AND INCLUSION; PEACEFUL CONFLICT RESOLUTION; AND CIVIC ENGAGEMENT. 0 0 726525 68260 EXHIBITIONS - THROUGH ITS CHANGING EXHIBITION PROGRAM, NLM CURATES CONTEMPORARY DIALOGUES ABOUT LIBERTY AND ITS COMPLEXITY. THROUGH A RANGE OF METHODS, INCLUDING CALL-TO-ARTISTS, COLLABORATIONS AND CONCEPTUAL SHOWS, NLM INVITES ARTISTS, COMMUNITY PARTNERS AND SUBJECT EXPERTS TO EXPLORE LIBERTY IN INNOVATIVE AND CREATIVE WAYS. ARTISTS AND OTHER CONTRIBUTORS INTERACT WITH THE PUBLIC THROUGH DEMONSTRATIONS, WORKSHOPS, LECTURES, AND PANEL DISCUSSIONS. 455063 YOUNG HEROES OUTREACH PROGRAM - THE NATIONAL LIBERTY MUSEUM'S YOUNG HEROES OUTREACH PROGRAM (YHOP) IS A YEAR-LONG CIVICS PROGRAM FOR GRADES 4-8. YHOP EXTENDS THE NLM'S MISSION INTO THE CLASSROOM AND APPLIES AN ENGAGING STUDENT-CENTERED APPROACH TO CIVIC EDUCATION. OPPORTUNITIES ARE EMBEDDED THROUGHOUT THIS PROGRAM FOR STUDENTS TO USE CRITICAL THINKING AND PRACTICE WHAT THEY HAVE LEARNED TO PROBLEM-SOLVE REAL-LIFE SOCIAL ISSUES AND BRING ABOUT TANGIBLE, POSITIVE CHANGES IN THEIR SCHOOL AND COMMUNITY. THE PROGRAM INCLUDES COMPREHENSIVE PROFESSIONAL DEVELOPMENT AND SUPPORT FOR TEACHERS, WHO WORK IN PARTNERSHIP WITH MUSEUM EDUCATORS TO IMPLEMENT THIS UNIQUE, EVIDENCE-BASED PROGRAM IN THEIR SCHOOLS. 861716 K-12 LEARNING EXPERIENCES - NLM OFFERS A RANGE OF ENGAGING VIRTUAL AND IN-PERSON LEARNING EXPERIENCES FOR SCHOOLS. NLM'S STANDARDS-ALIGNED PROGRAMS INTRODUCE AND EXPLORE THE CONCEPT OF LIBERTY THROUGH REAL-LIFE APPLICATIONS. DRAWING INSPIRATION FROM THE MUSEUM'S GALLERIES AND CHANGING EXHIBITIONS, THESE HANDS-ON, INTERACTIVE LEARNING EXPERIENCES EXPLORE SPECIFIC THEMES, SUCH AS: HOW TO CREATE CHANGE; MEDIA LITERACY AND CITIZENSHIP; CONFLICT RESOLUTION; AND ALLYSHIP. ALL STUDENT LEARNING EXPERIENCES INCLUDE PRE- AND POST-VISIT MATERIALS FOR USE IN THE CLASSROOM AND ARE REGULARLY EVALUATED. COMMUNITY AWARDS PROGRAMS - CORE TO THE NLM'S MISSION IS HOSTING ANNUAL AWARDS PROGRAMS CELEBRATING "EVERYDAY" LIBERTY HEROES IN THE COMMUNITY. THE MUSEUM CURRENTLY OFFERS THREE ANNUAL AWARDS PROGRAMS PUBLICLY HONORING OUTSTANDING CITIZENS FROM AMONG 1) YOUNG LEADERS, 2) TEACHERS, AND 3) FIRST RESPONDERS. TO DATE, THE NLM HAS RECOGNIZED THOUSANDS OF EXCEPTIONAL MEN, WOMEN, AND YOUNG PEOPLE FROM EVERY WALK OF LIFE WHO HAVE USED THEIR TIME, TALENTS, AND RESOURCES TO KEEP LIBERTY THRIVING AND MAKE A POSITIVE IMPACT IN THE LIVES OF OTHERS ON A LOCAL AND GLOBAL SCALE. ENGAGEMENT PROGRAMS -NLM AMPLIFIES ITS IMPACT THROUGH DYNAMIC AND ENGAGING PROGRAMS THAT CONNECT OUR MISSION TO AUDIENCES WELL BEYOND OUR FOUR WALLS. INITIATIVES INCLUDE TOURS; ARTIST-LED WORKSHOPS; TALK-BACK DISCUSSIONS WITH COMMUNITY LEADERS; PROFESSIONAL DEVELOPMENT OPPORTUNITIES; SPEAKER PROGRAMS; AND AFTER-HOURS EVENTS FEATURING LOCAL ARTISTS, MUSICIANS AND MAKERS. IN ADDITION TO YHOP, OUTREACH PROGRAMS INCLUDE BIG IDEAS FOR LITTLE LEARNERS, A PRE-K FAMILY LITERACY INITIATIVE DEVELOPED IN PARTNERSHIP WITH THE KROC CENTER OF PHILADELPHIA AND SUPPORTED BY THE WILLIAM PENN FOUNDATION. 2043304 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 26 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X ALAINE K ARNOTT PHD CEO 2159252800 321 CHESTNUT STREET PHILADELPHIA PA 19106 DR ALAINE K ARNOTT CHIEF EXECUTIVE OFFICER AN 40.00 X X 204069 0 18135 BRIAN EFFRON BOARD CHAIR 2.00 X X 0 0 0 MICHAEL AZEEZ TRUSTEE 2.00 X 0 0 0 SUE BINSWANGER TRUSTEE 2.00 X 0 0 0 GWEN BOROWSKY TRUSTEE 40.00 X 33607 0 756 NIGEL BROWN TRUSTEE 2.00 X 0 0 0 TOM CARAMANICO TRUSTEE 2.00 X 0 0 0 NORMAN COHN TRUSTEE 2.00 X 0 0 0 RACHEL DARGENIO TRUSTEE 2.00 X 0 0 0 BRIAN DAGGETT TRUSTEE 2.00 X 0 0 0 BRIAN ENGLANDER TRUSTEE 2.00 X 0 0 0 DENNIS EGEN TRUSTEE 2.00 X 0 0 0 STEWART GERSON TREASURER 2.00 X X 0 0 0 BRENDAN GILMORE TRUSTEE 2.00 X 0 0 0 DAVID GRUBER TRUSTEE 2.00 X 0 0 0 JENNIFER HANNA TRUSTEE 2.00 X 0 0 0 DAN KAUFMAN TRUSTEE 2.00 X 0 0 0 HERBERT KEAN TRUSTEE 2.00 X 0 0 0 BERNIE KELLEY TRUSTEE 2.00 X 0 0 0 STEVE LEFF TRUSTEE 2.00 X 0 0 0 BRANDON PINZINI CHIEF OPERATING OFFICER 40.00 X X 130575 0 5727 ALAN LINDY TRUSTEE 2.00 X 0 0 0 CAM MAIO TRUSTEE 2.00 X 0 0 0 ERNEST MAY TRUSTEE 2.00 X 0 0 0 LISA PACELL TRUSTEE 2.00 X 0 0 0 ARNOLD PESKIN TRUSTEE 2.00 X 0 0 0 GARRETT PRICE TRUSTEE 2.00 X 0 0 0 FRANZ RABAUER TRUSTEE 2.00 X 0 0 0 CYMA SATELL TRUSTEE 2.00 X 0 0 0 SCOTT SATELL TRUSTEE 2.00 X 0 0 0 SHERRIE SAVETT TRUSTEE 2.00 X 0 0 0 TOM SCANNAPIECO TRUSTEE 2.00 X 0 0 0 ADELE SCHAEFFER TRUSTEE 2.00 X 0 0 0 ARLENE SILVERS TRUSTEE 2.00 X 0 0 0 CLAUDIA SPRINGER TRUSTEE 2.00 X 0 0 0 DOUG TOZOUR TRUSTEE 2.00 X 0 0 0 UMA VISWANATHAN TRUSTEE 2.00 X 0 0 0 LAURIE WAGMAN TRUSTEE 2.00 X 0 0 0 MIKE TRIMBLE TRUSTEE 2.00 X 0 0 0 DR ELIZABETH GRANT CHIEF PROGRAM OFFICER 40.00 X 105211 0 17485 473462 0 42103 3 0 1 0 C ERICKSON AND SONS INC 2200 ARCH STREET SUITE 200 PHILADELPHIA PA 19103 BUILDING RENOVATIONS 164415 RADAR NONPROFIT SOLUTIONS 2810 N CHURCH STREET WILMINGTON DE 19802 ACCOUNTING SERVICES 116221 2 205920 120803 506165 832888 ADMISSION INCOME 713990 68260 68260 68260 504885 504885 10508 0 10508 10508 10508 2103600 15597 2059431 0 44169 15597 59766 59766 221372 205920 292302 -70930 -70930 16161 15077 1084 1084 1406461 68260 1084 504229 X 515597 232709 216226 66662 939614 522406 348128 69080 4312 2640 1350 322 114805 67794 45590 1421 128844 66570 50393 11881 61419 61419 88500 88500 440623 184280 158994 97349 20754 3577 17168 9 224003 121789 92214 10000 135289 62783 55823 16683 204609 132266 48753 23590 72315 30699 28750 12866 12450 8683 3517 250 163884 163884 404847 213633 131871 59343 70092 37850 21728 10514 OTHER EXPENSES 427177 355625 71552 4029134 2043304 1544441 441389 1062590 417433 269157 16783 1179922 1145352 4892638 4620365 630352 250196 312795 241122 9361466 4509195 5079174 4852271 12351413 11828872 25778041 23372394 388289 243879 2192362 1888748 5095 0 2585746 2132627 X 15349495 13814002 7842800 7425765 23192295 21239767 25778041 23372394 X -2622673 937323 -267178 X 0 1 X 1 0 X 2401324 1820885 2248731 1519872 832888 8823700 2401324 1820885 2248731 1519872 832888 8823700 523758 8299942 484779 659210 2084005 1028242 504885 4761121 2972 1084 4056 98258 31151 104737 323205 237533 794884 14383761 334349 0.57700 0.62660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2019 AMOUNT: $ 47,804. 2020 AMOUNT: $ 26,614. 2021 AMOUNT: $ 104,737. 2022 AMOUNT: $ 323,205. 2023 AMOUNT: $ 237,533. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 50,454. 2020 AMOUNT: $ 4,537. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 1 2420601 263704 120602 2563703 2979222 -343626 214995 2420601 2889021 346767 256566 2979222 2835982 183485 130446 2889021 2493574 444496 102088 2835982 0 0 9141653 4417351 4724302 98968 98968 120845 91844 29001 4852271 X 2385901 937323 123727 5095 1066145 1319756 88500 -1795 86705 1406461 4338429 396000 1795 397795 3940634 88500 88500 4029134 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE ORGANIZATION'S COLLECTIONS ARE PRIMARILY GLASS ART THAT ILLUSTRATES THE CONNECTION BETWEEN FREEDOM AND SELF-EXPRESSION. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS ARE PRIMARILY GLASS ART THAT ILLUSTRATES THE CONNECTION BETWEEN FREEDOM AND SELF-EXPRESSION. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTION ITEMS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS AND FOR THE DIRECT CARE OF THE COLLECTION. DIRECT CARE INCLUDES EXPENDITURES THAT PROVIDE A DIRECT BENEFIT TO THE COLLECTION BY ENHANCING ITS LIFE, USEFULNESS, OR QUALITY AND EXCLUDES EXPENDITURES FOR ROUTINE MAINTENANCE OF THE COLLECTION. DURING 2023, RIGHT PAINTINGS FROM THE COLLECTION WERE DETERMINED TO NO LONGER BE IN LINE WITH THE MUSEUM'S EXHIBIT AND WERE SUBSEQUENTLY SOLD AT AUCTION RESULTING IN AN INCREASE IN NET ASSETS WITHOUT DONOR RESTRICTIONS OF $15,597 WHICH IS INCLUDED IN REVENUE. PART V, LINE 4: TO SUPPORT ACTIVITIES FOR PERPETUITY PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN TAX POSITIONS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF LIABILITY UNDER CHARITABLE GIFT ANNUITIES 5,095. PART XI, LINE 4B - OTHER ADJUSTMENTS: GIFT SHOP SALARIES & BENEFITS -1,795. PART XII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP SALARIES & BENEFITS 1,795. X X X X X X X 1 FAIRMOUNT VENTURES PO BOX 36834 1234 MARKET ST PHILADELPHIA PA 19107 GRANT WRITING 0 0 61419 0 61419 PA NJ GLASS AUCTION 427292 205920 221372 45204 79342 2587 165170 427292 205920 221372 45204 79342 2587 165170 292303 -70931 X 0 0 0 0 0 0 0 0 0 DR ALAINE K ARNOTT CHIEF EXECUTIVE OFFICER AN 204069 0 0 0 0 0 650 0 17485 0 222204 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SCOTT AND CYMA SATELL ARE RELATED, BRIAN DAGGETT AND FRANZ RABAUER ARE MARRIED AND LAURIE WAGMAN AND GWEN BOROSKY ARE RELATED. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT AUDIT FIRM PRESENTS THE AUDITED FINANCIAL STATEMENTS AND THE MANAGEMENT LETTER TO THE ENTIRE FINANCE COMMITTEE. THE ORGANIZATION'S COO REVIEWS THE 990 AND RECONCILES IT WITH THE AUDITED FINANCIAL STATEMENTS. THE BOARD WILL RECEIVE A COPY OF THE FORM 990 AFTER IT HAS BEEN REVIEWED BY THE FINANCE COMMITTEE AND THE CEO. THE ORGANIZATION'S CEO WILL THEN SIGN THE 990 THAT THE ORGANIZATION FILES WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES MUST REFRAIN FROM ANY PRIVATE BUSINESS OR PROFESSIONAL ACTIVITIES THAT PLACE THEM IN A POSITION OF CONFLICT BETWEEN THEIR PRIVATE INTERESTS AND THE INTERESTS OF THE MUSEUM. OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES WILL NOT ENGAGE IN ANY PRIVATE ACTIVITY WHICH INVOLVES USE OF, OR APPEARANCE OF THE USE OF, OFFICAL INFORMATION OR OTHER INFORMATION GAINED THROUGH THEIR EMPLOYMENT BY THE MUSEUM, WHICH IS NOT AVAILABLE TO THE GENERAL PUBLIC OR WOULD NOT BE MADE AVAILABLE UPON REQUEST, FOR PRIVATE GAIN FOR THEMSELVES, THEIR FAMILIES, THEIR FRIENDS OR BUSINESS ASSOCIATES, EITHER DIRECTLY OR INDIRECTLY. OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES WHO ARE NOT CERTAIN WHETHER ANY PARTICULAR ACTIVITY OR RELATIONSHIP CREATES A CONFLICT OR POTENTIAL CONFLICT OF INTEREST SHOULD DISCUSS THE MATTER WITH THEIR SUPERVISOR OR THE CEO. THE MUSEUM REQUIRES BOARD MEMBERS AND EMPLOYEES TO COMPLY WITH A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CONVENES AN OBJECTIVE COMPENSATION COMMITTEE THAT IS INVOLVED IN DETERMINING EXECUTIVE COMPENSATION FOR NEW HIRES OR PROMOTIONS. THEY CONDUCT EXTENSIVE RESEARCH AND COMPARE COMPENSATION WITH SIMILAR ORGANIZATIONS, AS WELL AS AN ANALYSIS OF THE PERFORMANCE REVIEW, THE COMPENSATION OF EMPLOYEES IN SIMILAR ORGANIZATIONS, THE INDIVIDUAL'S BACKGROUND AND EXPERTISE AND LOCAL AND NATIONAL ECONOMIC CONDITIONS. EACH YEAR EXECUTIVE COMPENSATION IS APPROVED BY THE FINANCE COMMITTEE DURING THE ANNUAL BUDGET REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 184,280. MANAGEMENT AND GENERAL EXPENSES 158,994. FUNDRAISING EXPENSES 97,349. TOTAL EXPENSES 440,623. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIABILITY UNDER CHARITABLE GIFT ANNUITY 5,095. CHANGE IN DONATED SERVICES AND USE OF FACILITIES -272,273.