2026-03-31T08:36:40-05:00 2025-06-30 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2024-07-01 043684531 The Maltz Museum of Jewish Heritage MALT 2165930575 2929 Richmond Road Beachwood OH 44122 Aaron Petersal Executive Director 2165930575 2026-03-25 1 1 Ariel Garcia P02244437 3126343400 2026-03-25 2024 2025-03-06 01:10:19Z Aaron Petersal 2929 Richmond Road Beachwood OH 44122 9983798 0 X WWW.MALTZMUSEUM.ORG X 2002 OH The Maltz Museum of Jewish Heritage is an American story of diversity and tolerance. 21 21 23 302 0 0 2618109 2630447 259227 105911 866999 1305620 -45844 -89866 3698491 3952112 100000 100000 0 0 1287700 1361975 0 0 280363 1995383 2050690 3383083 3512665 315408 439447 32822946 34364143 7129155 7040927 25693791 27323216 X To explore the kaleidoscope of the American experience-using the courageous lessons of Jewish History as well as those of other individuals and communities that have thrived despite marginalization -to advocate for a world that builds understanding and connection. 0 0 2145387 0 98979 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 internationally 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. 157733 0 39905 Special Exhibitions - The Museum has presented 43 special exhibitions, including 3 in fiscal year 2025, the content of which has varied from Rube Goldberg to the Holocaust. 401288 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. 2704408 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 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 67 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 1 0 0 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 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 Grant Dinner Trustee 2.00 X 0 0 0 Lois Goodman Trustee 2.00 X 0 0 0 David Katz Trustee 2.00 X 0 0 0 Kerry Keretsz Trustee 2.00 X 0 0 0 Susan Krantz Trustee 2.00 X 0 0 0 Alan M Krause Trustee until 12/1/24 2.00 X 0 0 0 Kenneth B Liffman Trustee 2.00 X 0 0 0 Sarah Spinner Liska Trustee until 8/27/24 2.00 X 0 0 0 Milton Maltz Trustee - Chairman Emeritus 2.00 X 0 0 0 Darrell McNair Trustee 2.00 X 0 0 0 Kim Pesses 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 Felton Thomas Jr Trustee 2.00 X 0 0 0 Phil Wasserstrom Trustee until 3/28/25 2.00 X 0 0 0 Daniel Zelman Trustee 2.00 X 0 0 0 Adam Zelwin Trustee 2.00 X 0 0 0 David Schafer Managing Director until 9/30/24 40.00 X 180128 0 8173 Aaron Petersal Executive Director 40.00 X 95299 0 25324 James Gomez Treasurer 2.00 X 0 0 0 Susan Friedman Deputy Director - Operations 40.00 X 123745 0 13861 Dayan Gross Director of Development 40.00 X 117466 0 9661 516638 0 57019 3 0 1 0 0 295304 75273 538550 789938 931382 2630447 Museum Admissions 900099 79811 79811 Traveling Exhibitions 900099 26100 26100 105911 671090 671090 4000 0 4000 4000 4000 6469117 5834587 634530 634530 634530 38250 538550 165089 -126839 -126839 64983 32010 32973 32973 3952112 138884 0 1182781 45500 45500 54500 54500 232818 186255 5250 41313 873301 601435 130610 141256 42394 29197 6340 6857 126728 87277 18953 20498 86734 59733 12972 14029 30675 30675 21000 21000 69113 69113 162249 92114 67353 2782 207332 182912 1532 22888 25227 17405 3780 4042 31175 18706 3117 9352 212850 168986 41298 2566 12960 8926 1938 2096 216134 171593 41935 2606 292683 232368 56787 3528 45910 36728 9182 Stop the Hate Program 348378 348378 Exhibition Expenses 283397 283397 Security 65048 65048 Educational Programming 7411 7411 19148 6539 6059 6550 3512665 2704408 527894 280363 41700 51174 3749025 2998792 1940265 1863588 62912 56376 38609 34003 223077 199874 15590892 10634068 5090856 4956824 13055581 15038844 8562390 9164668 58531 0 32822946 34364143 611462 668271 168957 40403 6298152 6296782 28042 0 22542 35471 7129155 7040927 X 8645281 9303561 17048510 18019655 25693791 27323216 32822946 34364143 X 439447 1264550 -74572 X 0 1 X 1 0 X 1978864 5614905 2196330 2618109 2630447 15038655 1978864 5614905 2196330 2618109 2630447 15038655 2778392 12260263 328721 322484 442672 658371 675090 2427338 17465993 885360 0.70200 0.71580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21000 21000 3422553 3443553 322178 80545 0 0 322178 322178 483267 21000 21000 80545 80545 120818 X X X 0 22828954 854951 2357722 1360794 24680833 20505253 703 2747998 425000 22828954 19359769 1945484 800000 20505253 22061030 -2701261 19359769 17214556 4856474 10000 22061030 0.41870 0.40750 0.17380 0 0 6365882 3099634 3266248 2125345 940783 1184562 7004135 6593651 410484 95530 95530 4956824 Investment in Federation Pooled Funds 9164668 F 9164668 Agency Funds 19430 Rate Swap Liability 16041 35471 X 5118533 1264550 21350 -74572 1211328 3907205 69113 -24206 44907 3952112 3489108 21350 24206 45556 3443552 69113 69113 3512665 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% 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, 2025 and 2024, 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 -74,572. Part XI, Line 4b - Other Adjustments: Direct Fundraising Expenses -24,206. Part XII, Line 2d - Other Adjustments: Direct Fundraising Expenses 24,206. Europe (Including Iceland & Greenland) 0 0 Program Service Traveling Exhibition 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Heritage Award Event 576800 538550 38250 6485 86150 45385 27069 576800 538550 38250 6485 86150 45385 27069 165089 -126839 1 Garfield Heights High School 4900 Turney Road Garfield Heights OH 44125 346001196 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 Incarnate Word Academy 6620 Pearl Rd Parma Heights OH 44130 341685003 6000 0 To support anti-bias education 0 3 College scholarships 3 35000 Essay Contest Prizes for 6th to 12th Graders 31 19500 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 until 9/30/24 180128 0 0 0 0 0 2406 0 5767 0 188301 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 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 6 Pursuant to the Museum's amended Articles of Incorporation, there is one class of members: the elected Trustees of the Museum. 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 All board members review and acknowledge the conflict-of-interest policy upon joining the board. Members are required to disclose conflicts at any point during the year when they arise. The board chair provides a reminder annually regarding the obligation to disclose conflicts. The Executive Director reviews compliance annually and addresses any issues as needed. 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 executive director of the Museum. On an annual basis, the committee performs an industry salary review from publicly available information. The executive 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 -74,572.