Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 87,132,690 | 112,034,058 | 111,096,809 | 150,629,760 | 151,826,695 | 612,720,012 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 87,132,690 | 112,034,058 | 111,096,809 | 150,629,760 | 151,826,695 | 612,720,012 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 28,117,462 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 584,602,550 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 87,132,690 | 112,034,058 | 111,096,809 | 150,629,760 | 151,826,695 | 612,720,012 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 6,932,783 | 7,053,158 | 6,296,568 | 7,208,365 | 7,518,735 | 35,009,609 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | |||||
| 11 | Total support. Add lines 7 through 10. | 647,752,344 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PARTS I AND II: | ALTHOUGH THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM IS A FEDERAL GOVERNMENTAL UNIT DESCRIBED IN BOX 6, IT HAS COMPLETED THE PART II PUBLIC SUPPORT SCHEDULE SO THAT IT QUALIFIES FOR THE SPECIAL RULE CONTRIBUTION REPORTING ON SCHEDULE B. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| 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: | AMERICA'S NATIONAL INSTITUTION FOR THE DOCUMENTATION, STUDY, AND INTERPRETATION OF HOLOCAUST HISTORY AND THE COUNTRY'S MEMORIAL TO THE MILLIONS OF PEOPLE MURDERED DURING THE HOLOCAUST. |
| FORM 990, PART III, LINE 1 - PROGRAM SERVICE ACCOMPLISHMENT CONTINUATION | DESCRIPTION OF THE ORGANIZATION'S MISSION: THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM IS AMERICA'S NATIONAL INSTITUTION FOR THE DOCUMENTATION, STUDY, AND INTERPRETATION OF HOLOCAUST HISTORY, AND SERVES AS THIS COUNTRY'S MEMORIAL TO THE MILLIONS OF PEOPLE MURDERED DURING 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; GYPSIES, THE HANDICAPPED AND POLES WERE ALSO TARGETED FOR DESTRUCTION OR DECIMATION FOR RACIAL, ETHNIC, OR NATIONAL REASONS. MILLIONS MORE, INCLUDING HOMOSEXUALS, JEHOVAH'S WITNESSES, SOVIET PRISONERS OF WAR AND POLITICAL DISSIDENTS, ALSO SUFFERED GRIEVOUS OPPRESSION AND DEATH UNDER NAZI TYRANNY. THE MUSEUM'S PRIMARY MISSION IS TO ADVANCE AND DISSEMINATE KNOWLEDGE about this unprecedented tragedy, to preserve the memory of those who SUFFERED; AND TO ENCOURAGE ITS VISITORS TO REFLECT UPON THE MORAL AND SPIRITUAL QUESTIONS RAISED BY THE EVENTS OF THE HOLOCAUST AS WELL AS THEIR OWN RESPONSIBILITIES AS CITIZENS OF A DEMOCRACY. CHARTERED BY A UNANIMOUS ACT OF CONGRESS IN 1980 AND LOCATED ADJACENT TO THE NATIONAL MALL IN WASHINGTON, DC, THE MUSEUM STRIVES TO BROADEN PUBLIC UNDERSTANDING OF THE HISTORY OF THE HOLOCAUST THROUGH MULTIFACETED PROGRAMS: EXHIBITIONS; RESEARCH AND PUBLICATION; COLLECTING AND PRESERVING MATERIAL EVIDENCE, ART AND ARTIFACTS RELATED TO THE HOLOCAUST; ANNUAL HOLOCAUST COMMEMORATIONS KNOWN AS DAYS OF REMEMBRANCE; DISTRIBUTION OF EDUCATION MATERIALS AND TEACHER RESOURCES; AND A VARIETY OF PUBLIC PROGRAMMING DESIGNED TO ENHANCE UNDERSTANDING OF THE HOLOCAUST AND RELATED ISSUES, INCLUDING THOSE OF CONTEMPORARY SIGNIFICANCE. |
| FORM 990, PART III, LINE 4A | DESCRIPTION OF PROGRAM SERVICES (CONTINUED): LOCATED AMONG OUR NATIONAL MONUMENTS TO FREEDOM ON THE NATIONAL MALL, THE MUSEUM PROVIDES A POWERFUL LESSON IN THE FRAGILITY OF FREEDOM, THE MYTH OF PROGRESS, AND THE NEED FOR VIGILANCE IN PRESERVING DEMOCRATIC VALUES. WITH UNIQUE POWER AND AUTHENTICITY, THE MUSEUM TEACHES MILLIONS OF PEOPLE EACH YEAR ABOUT THE DANGERS OF UNCHECKED HATRED AND THE NEED TO PREVENT GENOCIDE. AND WE ENCOURAGE THEM TO ACT, CULTIVATING A SENSE OF MORAL RESPONSIBILITY AMONG OUR CITIZENS SO THAT THEY WILL RESPOND TO THE MONUMENTAL CHALLENGES THAT CONFRONT OUR WORLD. Today we face an alarming rise in Holocaust denial and antisemitism-even in the very lands where the Holocaust happened-as well as genocide and threats of genocide in other parts of the world. The Museum works closely with many key segments of society who will affect the future of our nation. By studying the choices made by individuals and institutions during the Holocaust, professionals from the fields of law enforcement, the judiciary, and the military, as well as diplomacy, medicine, education, and religion, gain fresh insight into their own responsibilities today. In addition to our leadership training programs, the Museum sponsors onsite and traveling exhibitions, educational outreach, and Holocaust commemorations, including the nation's annual observance of the Days of Remembrance in the US Capitol. Our Jack,joseph and morton mandel Center for Advanced Holocaust Studies fosters the continued growth and vitality of the field of Holocaust studies. Our simon-skjodt Center for the Prevention of Genocide works to educate, engage, and inspire the public to learn more about past genocides-such as those in Rwanda, Bosnia, and Darfur-and to consider what they can do to prevent these atrocities in the future. The simon-skjodt Center for the Prevention of Genocide also works to galvanize policy makers both in the U.S. and around the world to create the tools and structures needed to avert the next crisis. Since its dedication in 1993, the Museum has welcomed more than 40.2 million visitors, including 99 heads of state and more than 10 million children. Our website, the world's leading online authority on the Holocaust, is available in 16 languages and was visited in 2016 by more than 25 million people representing 239 countries and territories. |
| FORM 990, PART VI, SECTION B, LINE 11b: PROCESS FOR REVIEW OF FORM 990: | 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: CONFLICT OF INTEREST POLICY: | 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 AND THE AUDIT COMMITTEE ON WHETHER ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED THEREIN. KEY STAFF MEMBERS, OFFICE HEADS, CONTRACTING OFFICIALS, AND OTHER STAFF MEMBERS HAVING FIDUCIARY RESPONSIBILITY AND 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 and 15b: Compensation Policies | 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 for 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; any increases in compensation to the Director being 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 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 Council's Executive Committee. Line 15 B THE PROCESS FOR DETERMINING OFFICERS' COMPENSATION: THE PROCESS FOR DETERMINING CHIEF DEVELOPMENT OFFICER'S 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 THIS 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 in effect for this reporting period has increases applicable to museum-wide cost of living adjustments and ENDS DECEMBER 31, 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | LOSS ON INTEREST RATE SWAP -895,735 |
| 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 SERVICE CONTRACTS TOTAL FEES:8526022 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SECURITY SERVICES TOTAL FEES:6937048 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:3160633 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:JANITORIAL SERVICES TOTAL FEES:1888302 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:BANK FEES TOTAL FEES:277044 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:STIPENDS AND HONORARIA TOTAL FEES:1159106 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER TOTAL FEES:164890 |
| Software ID: | |
| Software Version: |