THE MALTZ MUSEUM OF JEWISH HERITAGE Charity Report

Public IRS 990 nonprofit record

THE MALTZ MUSEUM OF JEWISH HERITAGE

EIN 04-3684531 · Museums (A50)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.43%of revenue went to mission work77.0% of expenses · Program services

7.09%of revenue went to fundraising8.0% of expenses

$88.88spent for every $100 of revenueRevenue covered expenses this year.

13.36%of revenue went to management and office costs15.0% of expenses

$9.78in assets for every $1 spent this yearSome assets cannot be spent right away.

66.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $188,301 for DAVID SCHAFER (MANAGING DIRECTOR UNTIL 9/30/24). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,952,112

Mission workProgram services$2,704,40868.43% of revenue77.0% of expenses

ManagementOffice and general costs$527,89413.36% of revenue15.0% of expenses

FundraisingAsking for donations$280,3637.09% of revenue8.0% of expenses

Revenue left after expensesReported annual surplus$439,44711.12% of revenueShown in gray on the chart

Total expenses$3,512,66588.88% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 77.0% mission · 15.0% management · 8.0% fundraisingTotal expenses: 88.88% of revenue

2023Expense mix: 78.4% mission · 12.1% management · 9.5% fundraisingTotal expenses: 91.47% of revenue

2022Expense mix: 77.8% mission · 12.8% management · 9.5% fundraisingTotal expenses: 100.44% of revenue

2021Expense mix: 78.2% mission · 14.9% management · 6.9% fundraisingTotal expenses: 41.45% of revenue

2020Expense mix: 72.7% mission · 18.2% management · 9.1% fundraisingTotal expenses: 79.84% of revenue

2019Expense mix: 75.2% mission · 15.5% management · 9.3% fundraisingTotal expenses: 105.68% of revenue

2018Expense mix: 83.9% mission · 11.6% management · 4.4% fundraisingTotal expenses: 120.05% of revenue

2017Expense mix: 79.1% mission · 15.3% management · 5.6% fundraisingTotal expenses: 93.58% of revenue

Money in and money out

Revenue$3,952,112

Expenses$3,512,665

Annual surplus $439,447 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,704,408 · 77.0% of expenses

Management and office costs$527,894 · 15.0% of expenses

Fundraising$280,363 · 8.0% of expenses

See all reported dollar amounts

Revenue$3,952,112

Expenses$3,512,665

Assets$34,364,143

Income$9,983,798

Contributions$2,630,447

Mission work (program services)$2,704,408

Fundraising$280,363

Grants given$60,000

Average grant$6,000

Management and general$527,894

Executive compensation (total)$172,500

Stocks and bonds$15,038,844

Accounting fees$30,675

Investing fees$69,113

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID SCHAFERMANAGING DIRECTOR UNTIL 9/30/24 · 40 hrs/week $188,301Base $180,128 · Other $8,173

SUSAN FRIEDMANDEPUTY DIRECTOR - OPERATIONS · 40 hrs/week $137,606Base $123,745 · Other $13,861

DAYAN GROSSDIRECTOR OF DEVELOPMENT · 40 hrs/week $127,127Base $117,466 · Other $9,661

AARON PETERSALEXECUTIVE DIRECTOR · 40 hrs/week $120,623Base $95,299 · Other $25,324

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

DAVID SCHAFERMANAGING DIRECTOR UNTIL 9/30/24

SUSAN FRIEDMANDEPUTY DIRECTOR - OPERATIONS

DAYAN GROSSDIRECTOR OF DEVELOPMENT

AARON PETERSALEXECUTIVE DIRECTOR

JOE CIMPERMANTRUSTEE

TAMAR MALTZPRESIDENT

SUSAN KRANTZTRUSTEE

SARAH SPINNER LISKATRUSTEE UNTIL 8/27/24

RENEE CHELMCHAIR

PHIL WASSERSTROMTRUSTEE UNTIL 3/28/25

MILTON MALTZTRUSTEE - CHAIRMAN EMERITUS

MARY ANN CORRIGAN DAVISSECRETARY

LOIS GOODMANTRUSTEE

LARRY POLLOCKTRUSTEE

KIM PESSESTRUSTEE

KERRY KERETSZTRUSTEE

KENNETH B LIFFMANTRUSTEE

KEITH LIBMANVICE PRESIDENT

JAMES RATNERTRUSTEE

JAMES GOMEZTREASURER

IRVING ROSNERTRUSTEE

GRANT DINNERTRUSTEE

FELTON THOMAS JRTRUSTEE

DAVID KATZTRUSTEE

DARRELL MCNAIRTRUSTEE

DANIEL ZELMANTRUSTEE

ALBERT B RATNERTRUSTEE

ALAN M KRAUSETRUSTEE UNTIL 12/1/24

ADAM ZELWINTRUSTEE

About this charity

Recognized since: January 2002
Location: 2929 RICHMOND RD, BEACHWOOD, OH 44122-3270
County: Cuyahoga
In care of: % MILTON S MALTZ
Primary officer: Aaron Petersal, Executive Director

How to reach them

WebsiteVisit the charity’s website Phone(216) 593-0575

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: RSM US LLP
NTEE classification: Museums (A50)
IRS tax category: Museums
Grant-giving organization: Yes