2025-07-22T12:12:37-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 68 SOUTH SERVICE ROAD SUITE 300 MELVILLE NY 117472354 990 2024-01-01 131764804 AMERICAN JEWISH HISTORICAL SOCIETY AMER 2122946160 15 WEST 16TH STREET 5TH FLOOR NEW YORK NY 10011 GEMMA BIRNBAUM EXECUTIVE DIRECTOR 2122946160 2025-07-22 1 1 MARY ANN MENDEL P00551302 6314144000 2025-07-22 2024 2025-03-06 01:10:19Z GEMMA BIRNBAUM 15 WEST 16TH STREET 5TH FLOOR NEW YORK NY 10011 5000561 0 X WWW.AJHS.ORG X 1898 DC ACCESS TO MILLIONS OF ARTIFACTS REFLECTING THE HISTORY OF THE JEWISH PRESENCE IN THE U.S. 16 16 19 16 0 0 2429498 2501073 0 0 197478 226553 126605 33648 2753581 2761274 0 0 0 0 1217635 1425492 0 0 344337 812213 781061 2029848 2206553 723733 554721 7289220 8630214 135687 145270 7153533 8484944 X SEE SCHEDULE O - THE 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 16 TH 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 833752 LIBRARY AND ARCHIVE- SEE SCHEDULE O - THE SOCIETY WELCOMES ALL AUDIENCES, INCLUDING SCHOLARS, 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 OVER 3,000 ARCHIVAL COLLECTIONS AND HAS DEVELOPED FINDING AIDS FOR ITS PERSONAL AND INSTITUTIONAL HOLDINGS; THESE FINDING AIDS ARE ALL PUBLICLY ACCESSIBLE ON AJHS'S WEBSITE. ON-SITE AND VIRTUAL USAGE OF AJHS'S HOLDINGS REMAINS VERY ROBUST AND CONTINUES TO INCREASE, WITH PATRONS FROM ACROSS THE COUNTRY AND WORLDWIDE ACCESSING THE ARCHIVAL MATERIALS. SINCE ESTABLISHING ITS OWN-HOUSE DIGITIZATION LAB IN 2022, THE SOCIETY HAS CONTINUED EXPANDING ITS DIGITAL HOLDINGS AND DIGITIZATION PROGRAM, IN ALIGNMENT WITH ITS MANDATE TO PROVIDE ACCESS TO HISTORIC MATERIALS. IN THE LAST QUARTER OF 2024, STATISTICS ON DIGITAL USE SHOWCASED THAT THE TOP THREE FINDING AIDS ACCESSED WERE: THE HEBREW IMMIGRANT AID SOCIETY (ACCESSED 2459 TIMES); THE RECORDS OF THE AMERICAN JEWISH CONGRESS (ACCESSED 2283 TIMES); AND THE HEBREW ORPHAN ASYLUM COLLECTION (ACCESSED 1898 TIMES). THESE ARE COLLECTIONS WHICH FEATURE A SIGNFIICANT AMOUNT OF DIGITIZED CONTENT, THUS DEMONSTRATING THE OVERALL VALUE OF THE SOCIETY'S ACTIVE DIGITIZATION EFFORTS AND UNDERSCORING THE ONGOING NEED FOR ADDITIONAL EXTENSIVE DIGITAL CONTENT AND CURRICULAR RESOURCES PREPARED BY THE SOCIETY. 578136 EDUCATIONAL PROGRAMS- SEE SCHEDULE O -IN 2024, THE SOCIETY HOSTED 22 IN-PERSON, ONLINE, AND HYBRID BOOK TALKS, FILM SCREENINGS, AND PANEL DISCUSSIONS REACHING AUDIENCES BOTH LOCALLY AND NATIONALLY THROUGH THIS PUBLIC HISTORY INITIATIVE. THE SOCIETY PARTNERED WITH INSTITUTIONS ACROSS NEW YORK CITY AND NATIONALLY TO INCREASE PROGRAM VIEWERSHIP AND EXPAND ITS NETWORK. ONLINE, THE SOCIETY CONTINUED ITS POPULAR "AT LUNCH" SERIES WITH JULIE SALAMON, WELCOMING GUESTS FROM THE FIELDS OF HISTORY, ENTERTAINMENT, JOURNALISM, AND MORE. THE SOCIETY OFFERED IN-PERSON CLASSES TO LOCAL ELEMENTARY SCHOOL PS 41 FOR JEWISH AMERICAN HERITAGE MONTH, TEACHING OVER 500 PRE-K TO 5TH GRADE STUDENTS.THE SOCIETY HAS CONTINUED ITS RELATIONSHIP 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 35 EDUCATORS AND REACHED ROUGHLY 3,000 STUDENTS NATIONWIDE. ADDITIONALLY, THE SOCIETY HOSTED ITS BIENNIAL SCHOLARS CONFERENCE ON-SITE IN NYC, A MULTI-DAY EVENT OFFERING AN OPPORTUNITY FOR SCHOLARS TO PRESENT WORK AND GAIN FEEDBACK FROM COLLEAGUES IN THE FIELD. THE SOCIETY ALSO HOSTED THE GRANT CENTER AT TULANE UNIVERSITY'S BEINNER SYMPOSIUM, A DISCUSSION OF SCHOLARS AND JOURNALISTS ON MODERN ANTISEMITISM. 83653 DIGITAL MEDIA - SEE SCHEDULE O -IN 2024, THE SOCIETY SIGNIFICANTLY EXPANDED ITS DIGITAL OFFERINGS, PUBLISHING WEEKLY BLOGS FEATURING COLLECTION MATERIALS AND SPECIAL GUEST AUTHORS, AND ADDING NEW VIDEO CONTENT TO ITS YOUTUBE CHANNEL. IN MAY 2024, AJHS LAUNCHED ITS LARGEST NEW DIGITAL INITIATIVE: A NARRATIVE PODCAST TITLED "THE WRECKAGE." THE SERIES CHRONICLES THE STORIES OF JEWISH AMERICANS FROM THE AJHS COLLECTIONS, COVERING THE AFTERMATH OF WORLD WAR II AND THROUGH THE END OF THE COLD WAR. THE SERIES IS HOSTED BY ACCLAIMED ACTRESS AND SINGER REBECCA NAOMI JONES AND FEATURES HISTORIAN INTERVIEWS AND EXPERTS IN THE FIELD. THE EIGHT EPISODE SEASON CULMINATED WITH A LIVE TAPING OF A PANEL OF HISTORIANS DISCUSSING HOW THE HOLOCAUST AND POST-WAR REFUGEE CRISIS SHAPED JEWISH AMERICAN IDENTITY, MEMORY, AND CULTURE. THE SEASON, TITLED YEAR ZERO, WAS NOMINATED FOR A WEBBY AWARD. 1495541 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 20 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC NY MA X X GEMMA BIRNBAUM 2122946160 15 WEST 16TH STREET 5TH FLOOR NEW YORK NY 10011 GEMMA BIRNBAUM EXECUTIVE DIRECTOR 40.00 X X 218762 0 18267 MELANIE MEYERS-MCCARTY DEPUTY DIRECTOR CHAIR, COLLECTIONS AND ENGAGEMENT 40.00 X 111633 0 43788 PATRICIA COTTEN DIRECTOR OF ADVANCEMENT 40.00 X 118953 0 15692 CHARLES KNAPP CHAIR - ON 12/31/23 1.00 X 0 0 0 FELICIA HERMAN PRESIDENT 1.00 X X 0 0 0 SCOTT EINHORN VICE PRESIDENT 1.00 X X 0 0 0 JONATHAN LEWIS VICE PRESIDENT - ON 12/31/23 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 DEBORAH DASH MOORE TRUSTEE 1.00 X 0 0 0 MARC DOLLINGER TRUSTEE 1.00 X 0 0 0 SIDNEY LAPIDUS TRUSTEE - CHAIR EMERITUS 2.00 X 0 0 0 JEFF MANKOFF TRUSTEE 1.00 X 0 0 0 ERIC MORGENSTERN TRUSTEE - ON 4/18/24 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 MORTON STEINBERG TRUSTEE - OFF 4/18/24 1.00 X 0 0 0 JUSTIN WYNER TRUSTEE 1.00 X 0 0 0 LAURENCE ZUCKERMAN TRUSTEE - OFF 4/18/24 1.00 X 0 0 0 HEDY ZANKEL TRUSTEE 1.00 X 0 0 0 449348 0 77747 3 0 1 0 0 262257 219646 2019170 1029619 2501073 152149 152149 78371 78371 2228528 2154124 74404 74404 74404 29300 262257 85163 -55863 -55863 MISCELLANEOUS INCOME 900099 11140 11140 11140 2761274 0 0 260201 237029 213327 11851 11851 905882 624104 79035 202743 21523 14582 1921 5020 174577 124735 15235 34607 86481 63131 6918 16432 3272 3272 131030 131030 16600 16600 20841 13842 6724 275 78433 21345 55113 1975 271163 198271 21919 50973 42161 27912 1597 12652 4382 3197 353 832 18893 13782 1524 3587 PRINTING 87359 72187 15172 DIGITIZATION AND STORAG 69200 64946 4254 SOLICITATION EXPENSE 37727 23580 10757 3390 2206553 1495541 366675 344337 214703 271239 642178 1099516 8915 6465 402229 401863 4748 366 6418676 7252628 7289220 8630214 115029 131576 20658 13694 135687 145270 X 5963971 6163979 1189562 2320965 7153533 8484944 7289220 8630214 554721 776690 0 X X 0 1 X 1 0 X 1668211 1151043 1553213 2427898 2501073 9301438 1668211 1151043 1553213 2427898 2501073 9301438 2960282 6341156 174730 204988 265723 328107 230520 1204068 20858 20959 15331 10985 11140 79273 10584779 0.59910 0.63350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 305212 -4683 10641 289888 317979 25870 38637 305212 402827 -72767 12081 317979 432119 -17384 11908 402827 408195 35761 11837 432119 0.00000 1.00000 0.00000 0 0 21911 21545 366 380318 380318 0 366 DEFERRED COMPENSATION OBLIGATION 13694 13694 X 3544695 776690 776690 2768005 -6731 -6731 2761274 2213284 6731 6731 2206553 0 2206553 PART III, LINE 1A: 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, OVER 500 MEMOIRS AND MANUSCRIPTS, AND MORE THAN 1,000 PHOTOS; AND (III) A COLLECTION OF VARIOUS WORKS OF ART AND ARTIFACTS PRESERVING A CRITICAL, VISUAL RECORD OF AMERICAN-JEWISH HISTORY AND MATERIAL CULTURE, INCLUDING ALMOST 100 PAINTINGS, APPROXIMATELY 100 SILVER COLLECTION PIECES, HISTORIC AMERICAN JEWISH SPORTS ARTIFACTS AND MEMORABILIA, HISTORIC HANDWRITTEN LETTERS, AND RELIGIOUS ARTIFACTS THAT DOCUMENT AMERICAN-JEWISH LIFE. ALL COLLECTION ITEMS ARE CATALOGUED AND PRESERVED, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED REGULARLY. THE COST OR VALUE OF THESE COLLECTIONS IS NOT INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION. EACH OF THE THREE COLLECTIONS RECEIVES NEW ITEMS EACH YEAR THROUGH CONTRIBUTIONS THAT ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS. ITEMS PURCHASED BY THE SOCIETY FOR THE COLLECTIONS, PRIMARILY FOR THE LIBRARY, ARE RECORDED AS EXPENSES IN THE YEAR IN WHICH THE ITEMS ARE PURCHASED. THE COLLECTIONS ARE INSURED FOR AN AMOUNT UP TO $7,000,000 THROUGH POLICIES MAINTAINED BY THE SOCIETY. THE SOCIETY REVIEWS ITS COLLECTIONS ON AN ONGOING BASIS AND MAY PERIODICALLY ACQUIRE OR DEACCESS ITEMS. PROCEEDS FROM DEACCESSIONS ARE CLASSIFIED AS WITHOUT DONOR RESTRICTIONS, EXCEPT WHEN DONOR RESTRICTIONS APPLY AND ARE RESTRICTED TO FUND FUTURE ACQUISITIONS OF COLLECTIONS, OR THE PRESERVATION, CONSERVATION OR DIRECT CARE OF THE COLLECTIONS. PART X, LINE 2: THE SOCIETY RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS AND ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX POSITIONS, IF ANY, WOULD BE CLASSIFIED AS INTEREST EXPENSE AND ADDITIONAL INCOME TAXES, RESPECTIVELY, IN THE STATEMENTS OF ACTIVITIES. THE SOCIETY DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024, AND 2023. THE SOCIETY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS PENDING OR IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -6,731. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 6,731. GALA 291557 262257 29300 4285 861 28263 1600 50154 291557 262257 29300 4285 861 28263 1600 50154 85163 -55863 X X 0 0 0 0 0 0 0 0 0 GEMMA BIRNBAUM EXECUTIVE DIRECTOR 218762 0 0 0 0 0 6643 0 11624 0 237029 0 0 0 MELANIE MEYERS-MCCARTY DEPUTY DIRECTOR CHAIR, COLLECTIONS A 111633 0 0 0 0 0 3660 0 40128 0 155421 0 0 0 PART I, LINE 3 EXECUTIVE COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. X 1 1029619 STOCK PRICE 0 0 1 0 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 1 1 0 1 0 0 0 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 THE YEARS 2024 AND 2023, THE SOCIETY AND OTHER MEMBERS AGREED TO CONTRIBUTE AN AGGREGATE AMOUNT OF $1,436,000 AND $1,436,000, RESPECTIVELY, 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 2017, THE CENTER AND OTHER MEMBER ORGANIZATIONS ENTERED INTO AN AMENDED AGREEMENT THAT INCLUDED UPDATED BYLAWS AND OTHER GOVERNANCERELATED 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 $271,795 FOR EACH OF THE YEARS ENDING DECEMBER 31, 2024 AND 2023. AMOUNTS DUE TO THE CENTER WERE $1,586 AS OF DECEMBER 31, 2024 AND 1,186 AS OF DECEMBER 31, 2023 RESPECTIVELY, AND ARE INCLUDED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION.