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ALL COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH. THE MUSEUM'S COLLECTION MANAGEMENT POLICY INCLUDES GUIDANCE ON THE PRESERVATION, CARE, AND MAINTENANCE OF THE COLLECTIONS AND PROCEDURES RELATED TO THE ACCESSION/DEACCESSION OF COLLECTION ITEMS. THE MISSION AND PURPOSE OF THE MUSEUM'S COLLECTIONS IS TO PRESERVE FOR FUTURE GENERATIONS THE PHOTOGRAPHIC, DOCUMENTARY, AND ARTIFACTUAL RECORD OF THIS FATEFUL PERIOD IN JEWISH AND WORLD HISTORY. SCHEDULE D, PART V, LINE 4: THE MUSEUM'S ENDOWMENT CONSISTS OF 98 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT SERVES AS A PERPETUAL FUNDING SOURCE FOR THE MUSEUM. SCHEDULE D, PART X, LINE 2: THE MUSEUM IS EXEMPT FROM INCOME TAXATION, EXCEPT FOR ITS UNRELATED BUSINESS INCOME, UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ITS STATUS AS AN INDEPENDENT ESTABLISHMENT OF THE FEDERAL GOVERNMENT. THE MUSEUM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE MUSEUM DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE MUSEUM HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. ADDITIONALLY, THE MUSEUM HAS FILED INTERNAL REVENUE SERVICE (IRS) FORM 990 AND 990-T TAX RETURNS AS REQUIRED AND ALL OTHER APPLICABLE RETURNS IN THOSE JURISDICTIONS WHERE IT IS REQUIRED. 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SCHEDULE D, PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD FOR MUSEUM ($ 805,643) SPECIAL EVENTS COSTS ($ 2,077,420) --------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D ($ 2,883,063) SCHEDULE D, PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD FOR MUSEUM $ 805,643 SPECIAL EVENTS COSTS $ 2,077,420 --------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $ 2,883,063 true Central America and the Caribbean 0 0 Investments 164451089 Europe (Including Iceland and Greenland) 0 0 Program Services GRANTS 347631 Middle East and North Africa 0 0 Program Services GRANTS 100000 North America 0 0 Program Services GRANTS 12000 South Asia 0 0 Program Services GRANTS 10000 South America 0 0 Program Services GRANTS 5700 0 0 0 0 164926420 164926420 Memorial Fellowships-Lowenberg Europe (Including Iceland and Greenland) 1 20000 WIRE ITS Workshop - Friedman Fund Europe (Including Iceland and Greenland) 1 30000 WIRE MCAHS Leon&Edith Milman Fellow Europe (Including Iceland and Greenland) 1 20000 WIRE EHRI Project III Europe (Including Iceland and Greenland) 1 5500 WIRE Shapiro Snr Schlr in Resid End Middle East and North Africa 1 90000 WIRE MCAHS Fellowship - Marcus Europe (Including Iceland and Greenland) 1 20000 WIRE Levine Scholar Endowment Europe (Including Iceland and Greenland) 1 10000 WIRE MCAHS Mandel Center Fellow Europe (Including Iceland and Greenland) 1 20000 WIRE MCAHS IfZ exchange scholar Europe (Including Iceland and Greenland) 1 20000 WIRE Resnick End Antisemitism Fund South America 1 5700 WIRE Abramson Endowment North America 1 12000 WIRE ITS Workshop - Friedman Fund Middle East and North Africa 1 10000 WIRE LEVINE Fellowship - Gonda Europe (Including Iceland and Greenland) 1 97500 WIRE Abramson Endowment Europe (Including Iceland and Greenland) 1 40031 WIRE MCAHS Kurt & Thea Sonnenmark M South Asia 1 10000 WIRE Memorial Fellowships - Grass Europe (Including Iceland and Greenland) 1 40000 WIRE Fellowships - Heideman Europe (Including Iceland and Greenland) 1 20700 WIRE Memorial Fellowships-Lowenberg Europe (Including Iceland and Greenland) 1 3900 WIRE true false false false true false SCHEDULE F, PART I, LINE 2: SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR AWARDS ARE GRANTED ON A COMPETITIVE BASIS TO SUPPORT SIGNIFICANT RESEARCH AND WRITING ABOUT THE HOLOCAUST. THE MUSEUM WELCOMES PROPOSALS FROM SCHOLARS IN ALL RELEVANT DISCIPLINES INCLUDING HISTORY, POLITICAL SCIENCE, LITERATURE, JEWISH STUDIES, PHILOSOPHY, RELIGION, PSYCHOLOGY, COMPARATIVE GENOCIDE STUDIES, LAW, AND OTHERS. 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SCHEDULE G, PART I, LINE 3: LICENSING FOR FUNDRAISING ACTIVITIES: AS AN INDEPENDENT ESTABLISHMENT OF THE UNITED STATES GOVERNMENT, AND PURSUANT TO THE SUPREMACY CLAUSE OF THE U.S. CONSTITUTION, THE MUSEUM IS NOT SUBJECT TO STATE OR DISTRICT OF COLUMBIA REGULATION OF THE MUSEUM'S FUNDRAISING ACTIVITY; THUS, THE MUSEUM CAN PERFORM FUNDRAISING ACTIVITIES IN ANY STATE. true Cooper Union for the Advancement 30 Cooper Sq New York NY 10003 135562985 501(C)(3) 72000 Levine Scholar Endowment Curators of the University of Missouri 406 Maupin Road Columbia MO 65203 266440629 501(C)(3) 40000 Memorial Fellowships - Grass ANTI-DEFAMATION LEAGUE 605 Third Avenue New York NY 10158 131818723 501(C)(3) 14000 ADL Law Enforcement Program 3 Abramson Endowment 3 36000 Fellowship-Ben and Zelda Cohen 1 5000 ITS Workshop - Friedman Fund 1 20000 Jewish Source 1 20000 Levine Scholar Endowment 1 18000 MCAHS Digital Humanities Fellw 1 24000 MCAHS Kurt & Thea Sonnenmark M 1 5000 Savitt Visiting Scholars Fund 1 10000 Schechter Scholar Endowment 1 5000 SCHEDULE I, PART I, LINE 2: USE OF GRANT FUNDS IN THE US: SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR AWARDS ARE GRANTED ON A COMPETITIVE BASIS TO SUPPORT SIGNIFICANT RESEARCH AND WRITING ABOUT THE HOLOCAUST. THE MUSEUM WELCOMES PROPOSALS FROM SCHOLARS IN ALL RELEVANT DISCIPLINES INCLUDING HISTORY, POLITICAL SCIENCE, LITERATURE, JEWISH STUDIES, PHILOSOPHY, RELIGION, PSYCHOLOGY, COMPARATIVE GENOCIDE STUDIES, LAW, AND OTHERS. X true true X X X X X false true false false false false false false false SARA J BLOOMFIELD DIRECTOR 582042 0 0 0 1854 0 159800 0 7213 0 750909 0 0 0 JONATHAN CARVER CHIEF FINANCIAL OFFICER 379782 0 1500 0 552 0 34800 0 21639 0 438273 0 0 0 JESSICA VIGGIANO DIR. COUNCIL RELATIONS 121807 0 1500 0 153 0 15956 0 21670 0 161086 0 0 0 ANGLEE AGARWAL GENERAL COUNSEL 248765 0 1500 0 216 0 30719 0 11374 0 292574 0 0 0 JORDAN TANNENBAUM Chief Dev Ofcr Emert From 5/23 380274 0 1500 0 1854 0 34800 0 14426 0 432854 0 0 0 TANELL COLEMAN CHIEF MUSEUM OPER. OFFICER 181804 0 38269 0 0 0 9326 0 6363 0 235762 0 0 0 SARAH OGILVIE CHIEF PROGRAM OFFICER 175026 0 38269 0 0 0 9326 0 13634 0 236255 0 0 0 ERAN GASKO Chief Dev. Officer From 5/1/23 330206 0 1500 0 1032 0 34800 0 21542 0 389080 0 0 0 MICHELLE TYCHER STEIN CHIEF MKTG & COMM. OFFICER 384988 0 1500 0 1854 0 34800 0 290 0 423432 0 0 0 Tara Quinnette Chief Human Resource Officer 300413 0 1500 0 1032 0 33331 0 0 0 336276 0 0 0 JILL WEINBERG DIR. MIDWEST REGION 302250 0 1500 0 3048 0 34800 0 14426 0 356024 0 0 0 ANDREA BARCHAS DIR. NORTHEAST REGION 292086 0 1500 0 2567 0 34800 0 14426 0 345379 0 0 0 JILL BARKAN SENIOR PHILANTHROPY OFFICER 267649 0 1500 0 1032 0 33582 0 21639 0 325402 0 0 0 SCHEDULE J, PART I, LINE 1A: THE MUSEUM DIRECTOR'S EMPLOYMENT CONTRACT PERMITS BUSINESS CLASS TRAVEL FOR FLIGHTS FOUR HOURS OR LONGER. FOR PLANES WITH ONLY TWO CLASSES OF SEATING, FIRST CLASS TRAVEL IS REIMBURSABLE FOR THESE LONGER FLIGHTS. SCHEDULE J, PART I, LINE 4B: THE U.S. HOLOCAUST MEMORIAL MUSEUM ESTABLISHED FOR SARA BLOOMFIELD A SECTION 457(B) PLAN AND A SECTION 457(F) PLAN ON JANUARY 1, 2014. THE EMPLOYER CONTRIBUTIONS UNDER THE 457(F) PLAN ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. AMOUNTS DEFERRED UNDER THE PLANS ARE REPORTED ON SCHEDULE J, PART II, COLUMN C. X 180 6249308 SELLING PRICE false true true SCHEDULE M, LINE 32B: THE MUSEUM WORKS WITH CONTRACTORS WHO FACILITATE THE ACQUISITION OF ARTIFACTS, ART, PHOTOS AND DOCUMENTS WITHIN THE HOLOCAUST-SURVIVOR COMMUNITY. THIS INCLUDES IDENTIFYING, ESTABLISHING AND MAINTAINING WRITTEN, TELEPHONE, AND IN-PERSON CONTACT WITH POTENTIAL DONORS AND OTHER SOURCES OF ACQUISITIONS, ON SITE VISITS AND FIELD WORK. FORM 990, PART I, ITEM K, OTHER ORGANIZATION TYPE: INDEPENDENT ESTABLISHMENT OF THE U.S. GOVERNMENT FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: CHARTERED BY A UNANIMOUS ACT OF CONGRESS, THE MUSEUM IS AMERICA'S NATIONAL INSTITUTION FOR THE DOCUMENTATION, STUDY, INTERPRETATION, AND EDUCATION OF HOLOCAUST HISTORY AND SERVES AS OUR COUNTRY'S MEMORIAL TO THE VICTIMS OF THE HOLOCAUST. A NONPARTISAN, FEDERAL EDUCATIONAL INSTITUTION, THE MUSEUM IS DEDICATED TO ENSURING THE PERMANENCE OF HOLOCAUST MEMORY, UNDERSTANDING, AND RELEVANCE. THROUGH THE POWER OF HOLOCAUST HISTORY, THE MUSEUM CHALLENGES LEADERS AND INDIVIDUALS WORLDWIDE TO THINK CRITICALLY ABOUT THEIR ROLE IN SOCIETY AND TO CONFRONT ANTISEMITISM AND OTHER FORMS OF HATE, PREVENT GENOCIDE, AND PROMOTE HUMAN DIGNITY. FORM 990, PART III, LINE 1, PROGRAM SERVICE ACCOMPLISHMENT: CHARTERED BY A UNANIMOUS ACT OF CONGRESS, THE MUSEUM IS AMERICA'S NATIONAL INSTITUTION FOR THE DOCUMENTATION, STUDY, INTERPRETATION, AND EDUCATION OF HOLOCAUST HISTORY AND SERVES AS OUR COUNTRY'S MEMORIAL TO THE VICTIMS OF THE HOLOCAUST. THE HOLOCAUST WAS THE STATE-SPONSORED, SYSTEMATIC PERSECUTION AND ANNIHILATION OF EUROPEAN JEWS BY NAZI GERMANY AND ITS COLLABORATORS BETWEEN 1933 AND 1945. JEWS WERE THE PRIMARY VICTIMS-SIX MILLION WERE MURDERED. THE NAZIS ALSO TARGETED ROMA, PEOPLE WITH DISABILITIES, POLES, SOVIET PRISONERS OF WAR, GAY MEN, JEHOVAH'S WITNESSES, AND OTHERS FOR RACIAL OR POLITICAL REASONS. THE MUSEUM STRIVES TO HELP PEOPLE FROM ALL WALKS OF LIFE AND DIVERSE BACKGROUNDS UNDERSTAND NOT ONLY WHAT HAPPENED IN THE HOLOCAUST, BUT HOW AND WHY IT HAPPENED. WE HOPE TO STIMULATE SELF-REFLECTION ON HOLOCAUST HISTORY AND CRITICAL THINKING ABOUT ONE'S OWN ROLES AND RESPONSIBILITIES IN SOCIETY TODAY. HOLOCAUST HISTORY PROVIDES POWERFUL LESSONS IN THE FRAGILITY OF DEMOCRACY, THE DANGERS OF ANTISEMITISM, RACISM AND OTHER FORMS OF HATE, AND THE CONSEQUENCES OF INACTION. WITH THE RISE OF ANTISEMITISM, HOLOCAUST DENIAL AND DISTORTION- ALL EXACERBATED BY CONSPIRACY THEORIES- THESE LESSONS ARE PARTICULARLY RELEVANT TO OUR TIMES. SINCE OPENING IN 1993, THE MUSEUM HAS WELCOMED OVER 48 MILLION VISITORS, INCLUDING MORE THAN 100 HEADS OF STATE AND MILLIONS OF SCHOOLCHILDREN. AS PART OF OUR MULTIPLE DIGITAL ENGAGEMENT EFFORTS TO RAISE PUBLIC AWARENESS ABOUT THE HOLOCAUST, OUR ONLINE HOLOCAUST ENCYCLOPEDIA, ONE OF THE WORLD'S LEADING ONLINE AUTHORITIES ON THE HOLOCAUST, IS AVAILABLE IN 20 LANGUAGES AND WAS VISITED BY ALMOST 29 MILLION PEOPLE WORLDWIDE IN 2023. THE MUSEUM'S WILLIAM LEVINE FAMILY INSTITUTE FOR HOLOCAUST EDUCATION AIMS TO BE A WORLD LEADER ADVANCING THE RELEVANCE OF THE HOLOCAUST TO NEW GENERATIONS THROUGH: ONSITE, TRAVELING, AND ONLINE EXHIBITIONS; THE CREATION OF MULTIMEDIA EDUCATIONAL RESOURCES FOR TEACHERS AND STUDENTS; AND A VARIETY OF IN-PERSON AND VIRTUAL PROGRAMS FOR STUDENTS, EDUCATORS, AND THE GENERAL PUBLIC. THE MUSEUM ALSO WORKS CLOSELY WITH KEY SEGMENTS OF SOCIETY WHO ARE RESPONSIBLE FOR SAFEGUARDING DEMOCRACY, SUCH AS LAW ENFORCEMENT, THE MILITARY, AND THE JUDICIARY. BY STUDYING THE ROLE OF THEIR OWN PROFESSION BEFORE AND DURING THE HOLOCAUST, THESE PROFESSIONALS GAIN INSIGHT INTO THEIR OWN RESPONSIBILITIES TODAY. OUR DAVID M. RUBENSTEIN NATIONAL INSTITUTE FOR HOLOCAUST DOCUMENTATION HOLDS THE WORLD'S MOST COMPREHENSIVE COLLECTION OF HOLOCAUST-RELATED MATERIAL IN OUR NEWLY CONSTRUCTED DAVID AND FELA SHAPELL FAMILY COLLECTIONS, CONSERVATION AND RESEARCH CENTER. BUILDING, PRESERVING AND MAKING THE COLLECTION FULLY ACCESSIBLE ONLINE ARE ESSENTIAL FOR OUR GOAL OF ADVANCING ACADEMIC RESEARCH, EDUCATION, AND PUBLIC AWARENESS. AT A TIME WHEN THE TRUTH OF THE HOLOCAUST IS UNDER ASSAULT, THE COLLECTION IS THE AUTHENTIC EVIDENCE OF THE CRIME AND ONE OF OUR MOST POWERFUL EDUCATIONAL TOOLS. ALMOST 80 YEARS AFTER THE END OF THE HOLOCAUST, THE MUSEUM IS STILL ACQUIRING NEW COLLECTIONS IN THE US AND EUROPE. SECURING THE CONTINUED VITALITY OF HOLOCAUST SCHOLARSHIP IS THE PURPOSE OF OUR JACK, JOSEPH, AND MORTON MANDEL CENTER FOR ADVANCED HOLOCAUST STUDIES. THE MANDEL CENTER HOSTS VISITING FELLOWS FROM ALL OVER THE WORLD TO DO ORIGINAL RESEARCH IN OUR COLLECTIONS AND PRODUCES A RANGE OF PUBLICATIONS AND PROGRAMS FOR FACULTY AND STUDENTS AS WELL AS EMERGING AND EXPERIENCED SCHOLARS IN VARIOUS DISCIPLINES IN ORDER TO HELP GENERATE NEW KNOWLEDGE ABOUT THE HOLOCAUST AND STRENGTHEN THE FIELD OF HOLOCAUST SCHOLARSHIP. THE SIMON-SKOJDT CENTER FOR THE PREVENTION OF GENOCIDE STRIVES TO FULFILL ELIE WIESEL'S VISION THAT THE MUSEUM SHOULD DO FOR VICTIMS OF GENOCIDE TODAY WHAT WAS NOT DONE FOR THE JEWS OF EUROPE. IT WORKS TO MAKE THE PREVENTION OF GENOCIDE AND RELATED CRIMES AGAINST HUMANITY A NATIONAL AND INTERNATIONAL PRIORITY THROUGH RESEARCH, EDUCATION, AND OUTREACH TO THE PUBLIC AND POLICY MAKERS. THE SIMON-SKJODT CENTER, WHICH SERVES AS A TRUSTED, NONPARTISAN RESOURCE AND PARTNER TO A RANGE OF GOVERNMENT OFFICIALS IN BOTH THE EXECUTIVE AND LEGISLATIVE BRANCHES, HAS FOCUSED IN RECENT YEARS ON: THE SYRIAN REGIME'S CRIMES AGAINST ITS CITIZENS; THE BURMESE MILITARY'S GENOCIDE AND CONTINUING CRIMES AGAINST THE ROHINGYA MINORITY; AND THE CHINESE GOVERNMENT'S CRIMES AGAINST HUMANITY AND POSSIBLE GENOCIDE OF ITS UIGHUR MINORITY. FORM 990, PART III, LINE 4A: THE MUSEUM'S VARIOUS CENTERS AND INSTITUTES OFFER A WIDE RANGE OF PROGRAMS AND RESOURCES FOR: THE GENERAL PUBLIC AT THE MUSEUM, ONLINE AND THROUGH TRAVELING EXHIBITIONS; TEACHERS, STUDENTS AND FACULTY AT SECONDARY SCHOOLS AND IN HIGHER EDUCATION; LAW ENFORCEMENT OFFICERS, STUDENTS AT MILITARY ACADEMIES AND MEMBERS OF THE JUDICIARY; ONLINE OUTREACH FOR MULTILINGUAL AUDIENCES WORLDWIDE; AND OTHERS. FORM 990, PART VI, SECTION A, LINE 2: ALLAN HOLT AND DAVID MARCHICK HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS PREPARED BY THE MUSEUM'S INDEPENDENT AUDITOR, BDO USA, UNDER THE DIRECTION OF THE MUSEUM'S CHIEF FINANCIAL OFFICER. THE DRAFT 990 IS REVIEWED INTERNALLY BY THE MUSEUM'S INTERNAL AUDITOR, ITS GENERAL COUNSEL, ITS CHIEF FINANCIAL OFFICER, AND THE MUSEUM DIRECTOR. A HARD COPY OF THE DRAFT FORM 990 IS THEN MAILED TO EACH COUNCIL MEMBER WITH A COVER LETTER STATING THE DATE THE FORM WILL BE FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: EACH COUNCIL MEMBER IS GIVEN A COPY OF THE CONFLICTS OF INTEREST AND ETHICS POLICY AND THEY ARE REQUIRED TO SIGN AN ANNUAL COMPLIANCE STATEMENT THAT CONFIRMS THEY HAVE READ THE POLICY AND AGREE TO COMPLY WITH ITS PROVISIONS. THE COUNCIL'S GENERAL COUNSEL ASCERTAINS THAT EACH COUNCIL MEMBER HAS SIGNED AND SUBMITTED AN ANNUAL COMPLIANCE STATEMENT AND REPORTS TO THE EXECUTIVE COMMITTEE WHETHER ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED THEREIN. KEY STAFF MEMBERS, OFFICE HEADS, CONTRACTING OFFICIALS, AND OTHER STAFF MEMBERS WHO HAVE FIDUCIARY RESPONSIBILITY AND ARE SELECTED BY THE MUSEUM'S GENERAL COUNSEL ARE REQUIRED TO ANNUALLY COMPLETE AND SUBMIT A CONFIDENTIAL FINANCIAL DISCLOSURE REPORT. THE REPORTS ARE REVIEWED BY THE MUSEUM'S GENERAL COUNSEL FOR ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AND, WHERE FOUND, CORRECTIVE MEASURES WILL BE REQUIRED. FORM 990, PART VI, SECTION B, LINES 15A & 15B: LINE 15A:THE DIRECTOR OF THE MUSEUM IS THE CHIEF EXECUTIVE OFFICER OF THE MUSEUM. THE DIRECTOR IS APPOINTED BY THE CHAIRPERSON OF THE UNITED STATES HOLOCAUST MEMORIAL COUNCIL, SUBJECT TO CONFIRMATION OF THE COUNCIL. IN 2007, AN OUTSIDE CONSULTING FIRM WAS RETAINED TO ASSIST THE COUNCIL IN DETERMINING THE APPROPRIATE COMPENSATION LEVEL OF THE DIRECTOR. ON THE BASIS OF THE REPORT ISSUED BY THE CONSULTING FIRM, EFFECTIVE ON JANUARY 1, 2007, THE COUNCIL ENTERED INTO A SEVEN-YEAR EMPLOYMENT AGREEMENT WITH THE DIRECTOR. THE DIRECTOR'S COMPENSATION WAS SET AT A LEVEL EQUAL TO APPROXIMATELY THE 75TH PERCENTILE OF THE COMPENSATION FOR CHIEF EXECUTIVE OFFICERS OF COMPARABLE ORGANIZATIONS. UPON EXPIRATION OF THAT EMPLOYMENT AGREEMENT, EFFECTIVE ON JANUARY 1, 2014, THE MUSEUM ENTERED INTO A NEW EMPLOYMENT AGREEMENT WITH A SEVEN-YEAR TERM, WITH AN OPTION GIVEN TO THE MUSEUM TO EXTEND THE TERM FOR AN ADDITIONAL TWO YEARS. THE ANNUALIZED BASE COMPENSATION IN THE NEW EMPLOYMENT AGREEMENT WAS SET AT A LEVEL THAT REPRESENTED A 5.55% INCREASE OVER THE ANNUALIZED BASE COMPENSATION OF THE DIRECTOR FOR THE FIRST YEAR OF THE PRIOR EMPLOYMENT AGREEMENT, WHICH HAD BEEN SET IN 2007 ON THE BASIS OF INFORMATION PROVIDED BY AN INDEPENDENT OUTSIDE CONSULTANT. THE NEW EMPLOYMENT AGREEMENT PROVIDES THAT THE DIRECTOR'S ANNUALIZED BASE COMPENSATION DOES NOT INCREASE DURING THE TERM OF THE NEW EMPLOYMENT AGREEMENT. THE AGREEMENT WAS, HOWEVER, AMENDED IN 2019 TO ALLOW FOR APPLICABLE COLA INCREASES. ANY INCREASES IN COMPENSATION TO THE DIRECTOR ARE SOLELY AT THE DISCRETION OF THE COUNCIL. THE NEW EMPLOYMENT AGREEMENT ALSO PROVIDES FOR AN INCREASE IN THE CAP ON PAYMENTS TO THE DIRECTOR PURSUANT TO THE ONE OF TWO NON-QUALIFIED DEFERRED COMPENSATION PLANS THAT HAD BEEN ESTABLISHED UNDER THE PRIOR EMPLOYMENT AGREEMENT. THE NEW EMPLOYMENT AGREEMENT WAS NEGOTIATED AT ARMS-LENGTH BETWEEN THE DIRECTOR AND A SELECT GROUP OF COUNCIL MEMBERS, ASSISTED BY THE COUNCIL'S GENERAL COUNSEL. THE NEW EMPLOYMENT AGREEMENT WAS APPROVED BY THE COUNCILS' EXECUTIVE COMMITTEE. LINE 15B: THE PROCESS FOR DETERMINING OFFICERS' COMPENSATION: TO ESTABLISH THE CHIEF DEVELOPMENT OFFICER'S COMPENSATION, THE MUSEUM RETAINED THE SERVICES OF A CONSULTING FIRM TO REVIEW THE COMPETITIVENESS IN THE PRIVATE FUNDRAISING INDUSTRY FOR THE DEVELOPMENT STAFF COMPENSATION STRUCTURE. THE CONSULTANT COLLECTED AND ANALYZED DATA FROM OTHER COMPARABLE ORGANIZATIONS. THEY CONCLUDED THAT THE CHIEF DEVELOPMENT OFFICER'S COMPENSATION WAS BELOW THE AVERAGE COMPENSATION OF THE COMPARABLE ORGANIZATIONS. BASED ON THE CONCLUSION, A CONFERENCE CALL WAS HELD WITH THE CO-CHAIRS OF THE DEVELOPMENT COMMITTEE, CHAIR OF THE COUNCIL, AND THE DIRECTOR. THE DECISION WAS MADE TO SET THE COMPENSATION AT THE AVERAGE COMPENSATION LEVEL. THE CHIEF DEVELOPMENT OFFICER'S CURRENT WRITTEN EMPLOYMENT CONTRACT EFFECTIVE FOR THE REPORTING PERIOD HAS INCREASES APPLICABLE TO MUSEUM-WIDE COST OF LIVING ADJUSTMENTS AND ENDS APRIL 30, 2023. TO ESTABLISH THE CHIEF FINANCIAL OFFICER'S AS WELL AS THE CHIEF MARKETING OFFICER'S COMPENSATION THE MUSEUM USED MARKET RESEARCH, EXTERNAL AND INTERNAL BENCHMARKING AND OTHER RESOURCES. THE COMPENSATION OF BOTH THE CHIEF FINANCIAL OFFICER AS WELL AS THE CHIEF MARKETING OFFICER WAS APPROVED BY THE DIRECTOR AS WELL AS THE MUSEUM'S COUNCIL. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP (117,514) FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:20190862 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER SERVICE CONTRACT TOTAL FEES:18731319 FORM 990 PART IX LINE 11G DESCRIPTION:SECURITY TOTAL FEES:9717435 FORM 990 PART IX LINE 11G DESCRIPTION:JANITORIAL SERVICES TOTAL FEES:2538976 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER TOTAL FEES:2384674 FORM 990 PART IX LINE 11G DESCRIPTION:STIPENDS TOTAL FEES:775259