2023-11-15T12:07:26-06:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2022-01-01 611745872 NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER NATI 2123128800 200 LIBERTY STREET 16TH FLOOR NEW YORK NY 10281 DAVID SHEEHAN EVP, CFO 2123128800 2023-11-15 1 DAVID SHEEHAN XXX-XX-XXXX 1 GARRETT M HIGGINS P00543209 2122862600 2023-11-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELIZABETH L HILLMAN 200 LIBERTY STREET 16TH FLOOR NEW YORK NY 10281 107744522 0 X WWW.911MEMORIAL.ORG X 2014 NY TWENTY-ONE YEARS AFTER THE 9/11 ATTACKS, THE NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM REMAINS 52 52 326 221 0 0 64406964 13694716 18013684 43170845 563795 966060 6503992 4138500 89488435 61970121 0 0 0 0 16320918 22414581 692798 926012 5199418 62644356 67543023 79658072 90883616 9830363 -28913495 601946963 587453468 31040096 45796826 570906867 541656642 X THE NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM AT THE WORLD TRADE CENTER BEARS SOLEMN WITNESS TO THE TERRORIST ATTACKS OF SEPTEMBER 11, 2001 AND FEBRUARY 26, 1993. RESPECTING THIS SITE MADE SACRED THROUGH LOSS, THE MEMORIAL & MUSEUM REMEMBERS AND HONORS THE 2,983 VICTIMS OF THESE 0 0 70611528 0 48292127 THE INSTITUTION CONTINUED OPERATING THE 9/11 MEMORIAL AND THE 9/11 MEMORIAL MUSEUM. THE MEMORIAL, WHICH OPENED IN 2011, HAS WELCOMED OVER 60 MILLION LIFETIME VISITORS THROUGH THE END OF 2022. THE MUSEUM EXPANDED HOURS TO SIX DAYS A WEEK IN 2022 AND HAD WELCOMED MORE THAN 20 MILLION PEOPLE FROM ITS OPENING MAY 2014 THROUGH THE END OF 2022. 2022 MARKED THE MUSEUM'S EIGHTH FULL YEAR OF OPERATION. IN ADDITION TO SERVING VISITORS THROUGH ITS CORE EXHIBITIONS, THE MUSEUM PRESENTED A WIDE SLATE OF PROGRAMMING, AND MAINTAINED CONTINUAL OBJECT AND EXHIBITION ROTATIONS, WHICH WERE NECESSARY DUE TO CONSERVATION REQUIREMENTS AND LOAN EXPIRATIONS. OBJECTS AND EXHIBITION ROTATIONS ALSO PROVIDED THE OPPORTUNITY TO FEATURE MORE OF THE PERMANENT COLLECTION. 70611528 1 1 0 1 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 46 0 326 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 52 52 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DAVID SHEEHAN EVP & CFO 2123128800 200 LIBERTY STREET 16TH FLOOR NEW YORK NY 102812103 X MICHAEL R BLOOMBERG CHAIRMAN 3.00 X X 0 0 0 ANDREW M SENCHAK TREASURER 3.00 X X 0 0 0 VIRGINIA S BAUER TRUSTEE 2.00 X 0 0 0 PAULA GRANT BERRY TRUSTEE 2.00 X 0 0 0 FRANK BISIGNANO TRUSTEE 2.00 X 0 0 0 DEBRA BURLINGAME TRUSTEE 2.00 X 0 0 0 JOHN P CAHILL TRUSTEE 2.00 X 0 0 0 RUSSELL L CARSON TRUSTEE 2.00 X 0 0 0 KENNETH I CHENAULT TRUSTEE 2.00 X 0 0 0 RIC CLARK TRUSTEE 2.00 X 0 0 0 H RODGIN COHEN TRUSTEE 2.00 X 0 0 0 KEATING CROWN TRUSTEE 2.00 X 0 0 0 BILLY CRYSTAL TRUSTEE 2.00 X 0 0 0 ROBERT DE NIRO TRUSTEE 2.00 X 0 0 0 PAUL M DONOFRIO TRUSTEE (EFF. 3/2022) 2.00 X 0 0 0 RICHARD EDELMAN TRUSTEE 2.00 X 0 0 0 CHRISTINE A FERER TRUSTEE 2.00 X 0 0 0 ROGER W FERGUSON JR TRUSTEE (THRU 12/2022) 2.00 X 0 0 0 JENNIFER GLICK TRUSTEE 2.00 X 0 0 0 MAURICE R GREENBERG TRUSTEE 2.00 X 0 0 0 PATRICIA E HARRIS TRUSTEE 2.00 X 0 0 0 ROBERT IGER TRUSTEE 2.00 X 0 0 0 MONICA IKEN TRUSTEE 2.00 X 0 0 0 JEH JOHNSON TRUSTEE 2.00 X 0 0 0 THOMAS S JOHNSON TRUSTEE 2.00 X 0 0 0 ANTHOULA KATSIMATIDES TRUSTEE 2.00 X 0 0 0 DR KELLY KERRY TRUSTEE (EFF. 6/2022) 2.00 X 0 0 0 PETER M LEHRER TRUSTEE 2.00 X 0 0 0 HOWARD W LUTNICK TRUSTEE 2.00 X 0 0 0 JOEL S MARCUS TRUSTEE 2.00 X 0 0 0 J KEVIN MCCARTHY TRUSTEE 2.00 X 0 0 0 ADMIRAL WILLIAM MCRAVEN TRUSTEE 2.00 X 0 0 0 JULIE MENIN TRUSTEE 2.00 X 0 0 0 HOWARD MILSTEIN TRUSTEE 2.00 X 0 0 0 IRA M MILLSTEIN TRUSTEE 2.00 X 0 0 0 JOSEPH MOINIAN TRUSTEE 2.00 X 0 0 0 PAUL NAPOLI TRUSTEE 2.00 X 0 0 0 TERENCE O'TOOLE TRUSTEE (EFF. 11/2022) 2.00 X 0 0 0 EMILY K RAFFERTY TRUSTEE 2.00 X 0 0 0 KEVIN M RAMPE TRUSTEE 2.00 X 0 0 0 SCOTT RECHLER TRUSTEE 2.00 X 0 0 0 TERRI J RICHARDSON TRUSTEE 2.00 X 0 0 0 CRAIG ROBERTS STAPLETON TRUSTEE 2.00 X 0 0 0 THOMAS H ROGER TRUSTEE 2.00 X 0 0 0 JANE ROSENTHAL TRUSTEE 2.00 X 0 0 0 E JOHN ROSENWALD JR TRUSTEE 2.00 X 0 0 0 CARYN SEIDMAN-BECKER TRUSTEE 2.00 X 0 0 0 JERRY I SPEYER TRUSTEE 2.00 X 0 0 0 JON STEWART TRUSTEE 2.00 X 0 0 0 ANNE M TATLOCK TRUSTEE 2.00 X 0 0 0 DANIEL R TISHMAN TRUSTEE 2.00 X 0 0 0 SETH WAUGH TRUSTEE (EFF. 3/2022) 2.00 X 0 0 0 JEFFREY S WILPON TRUSTEE 2.00 X 0 0 0 ALICE M GREENWALD PRESIDENT & CEO (THRU 10/2022) 40.00 X 473961 0 49849 NOELLE LILIEN EVP GENERAL COUNSEL/SECRETARY 40.00 X 289958 0 71382 DAVID SHEEHAN EVP & CFO 40.00 X 273337 0 38182 ELIZABETH L HILLMAN PRESIDENT & CEO (EFF. 9/2022) 40.00 X 253084 0 190 ALLISON BLAIS EVP, CHIEF STRATEGY & OPS OFFICER 40.00 X 347363 0 70098 CLIFFORD CHANIN EVP DEP. 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REIMBURSEMENTS / REFUNDS - 2021 AMOUNT: $ 35,182. 2022 AMOUNT: $ 0. SETTLEMENT AGREEMENT - 2021 AMOUNT: $ 4,142,783. 2022 AMOUNT: $ 0. UBIT TAX REFUND - 2022 AMOUNT: $ 41,267. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 30830 0 1 180000 210830 0 PART II-B, LINE 1: THE ORGANIZATION HIRED A LOBBYIST TO PROVIDE STRATEGIC AND TACTICAL ADVICE, PLANNING, AND ADVOCACY REGARDING FEDERAL FUNDING OBJECTIVES OF 9/11 MEMORIAL TO INCLUDE ENHANCING THE RELATIONSHIPS WITH THE HOUSE AND SENATE LEADERSHIP, AND CONGRESSIONAL COMMITTEE LEADERSHIP OF THE KEY COMMITTEES OF JURISDICTION IN THE HOUSE AND SENATE AND KEY OFFICIALS IN THE DEPARTMENT OF THE INTERIOR. THE ORGANIZATION'S EXECUTIVE VICE PRESIDENT FOR GOVERNMENT & COMMUNITY RELATIONS HAD DIRECT CONTACT WITH LEGISLATORS AND STAFF, AND THE ALLOCABLE COMPENSATION EXPENSE IS REPORTED ON LINE 1G. X X X X 0 715790375 252397406 463392969 38119049 21039013 17080036 38625579 38219027 406552 34287459 33489952 797507 481677064 ALLOWANCE FOR OFFICE BUILDOUT 202535 DUE TO PORT AUTHORITY OF NY & NJ 2041667 LEASES PAYABLE 18943717 21187919 X 61693820 -336730 159623 177640 533 61693287 90734 186100 276834 61970121 90944045 159623 177640 337263 90606782 90734 186100 276834 90883616 PART III, LINE 1A: IN ACCORDANCE WITH INDUSTRY PRACTICE, THE VALUE OF THE ORGANIZATION'S COLLECTION IS NOT REFLECTED AS AN ASSET IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED AS DECREASES TO NET ASSETS WITHOUT DONOR RESTRICTIONS. PURSUANT TO THE ORGANIZATION'S COLLECTIONS MANAGEMENT POLICY, PROCEEDS FROM DEACCESSIONS ARE TO BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION, AND FOR THE PRESERVATION, PROTECTION, OR CARE OF COLLECTIONS AS APPROVED BY THE BOARD AND ARE RECORDED AS NET ASSETS WITHOUT DONOR RESTRICTIONS DESIGNATED FOR ACQUISITIONS OR CARE OF COLLECTION ITEMS. PART III, LINE 4: DESCRIPTION OF ORGANIZATION'S COLLECTIONS AND HOW THEY FURTHER THE ORGANIZATION'S EXEMPT PURPOSE: PUBLIC EXHIBITION (I) THE COLLECTIONS OF THE 9/11 MEMORIAL & MUSEUM COMPRISE A COMPREHENSIVE PHYSICAL, VISUAL, AUDIO, AND ANALYTICAL RECORD OF THE EVENTS, IMPACT, AND LEGACY OF THE SEPTEMBER 11, 2001, TERRORIST ATTACKS ON THE UNITED STATES, INCLUDING MATERIAL RELEVANT TO THE PRECURSOR BOMBING OF THE WORLD TRADE CENTER ON FEBRUARY 26, 1993. THE MUSEUM CURRENTLY DISPLAYS APPROXIMATELY 925 OBJECTS IN ITS PUBLIC EXHIBITION SPACES, WHICH INCLUDES ITEMS ON LOAN AS WELL AS APPROXIMATELY 650 OBJECTS FROM ITS PERMANENT COLLECTION. ANNUAL ROTATIONS OF COLLECTION OBJECTS ARE REGULARLY SCHEDULED FOR VARIOUS INSTALLATIONS THROUGHOUT THE MUSEUM. SCHOLARLY RESEARCH (II) THE MUSEUM WELCOMES RESEARCHERS BY APPOINTMENT AND RESPONDS TO INQUIRIES INITIATED THROUGH TELEPHONE CALLS AND EMAIL. IN 2022, WE FACILITATED APPROXIMATELY 20 SUBSTANTIVE, EXTERNAL RESEARCH REQUESTS MADE VIA THE MUSEUM'S ONLINE CATALOGUE AND ACCOMMODATED 12 ADDITIONAL REMOTE ACCESS REQUESTS BY SCHOLARS, RESEARCHERS AND DOCUMENTARY FILM PRODUCERS REQUESTING ACCESS TO THESE RESOURCES VIA A DEDICATED RESEARCH EMAIL PORTAL. WE CONTINUED TO FACILITATE SOME REQUESTS FOR COLLECTIONS ACCESS VIA VIRTUAL SECURE CHANNELS, FOR EXAMPLE, MICROSOFT STREAM. IN 2022, WE ADDED OVER 340 OBJECTS TO OUR ONLINE COLLECTION CATALOGUE PORTAL, "INSIDE THE COLLECTION" (HTTPS://COLLECTION.911MEMORIAL.ORG/), CREATING ACCESS TO 4,000 OBJECTS. OVER THE COURSE OF THE YEAR, THE DEPARTMENT ACQUIRED MORE THAN 650 NEW ITEMS, BRINGING THE MUSEUM'S HOLDINGS TO MORE THAN 74,000 OBJECTS, PHOTOGRAPHS, RECORDINGS, AND OTHER ITEMS. IN ADDITION, PERSONNEL IN THE MUSEUM PROGRAMS DIVISION ADDRESSED NUMEROUS PHONE AND E-MAIL CONSULTATIONS WITH OUTSIDE RESEARCHERS. MEMBERS OF THE COLLECTIONS, EDUCATION, AND EXHIBITIONS TEAMS WERE ALSO ACTIVE AS PRODUCERS OF RESEARCH IN THEIR RESPECTIVE AREAS OF EXPERTISE, DELIVERING TALKS AT NATIONAL PROFESSIONAL CONFERENCES, LECTURING AT VARIOUS COLLEGE AND PEER INSTITUTIONAL VENUES, TEACHING ON-SITE AND VIRTUAL CLASSES, AND FACILITATING CONTENT-FOCUSED VISITS BY OUTSIDE SCHOLARS, GRADUATE STUDENTS, AND PEERS FROM HISTORIC SITES AND MUSEUMS AROUND THE WORLD. PRESERVATION FOR FUTURE GENERATIONS (III) THE MUSEUM ACTIVELY WORKS TO CONSERVE ITS COLLECTION THROUGH PROACTIVE, BEST-PRACTICE STANDARDS FOR THE CORRECT HANDLING AND STORAGE OF MUSEUM COLLECTIONS OF DIVERSE MEDIA. FOR EXAMPLE, NEW ACQUISITIONS ARE REHOUSED AND STORED USING ARCHIVAL MATERIALS. ENVIRONMENTAL AND SECURITY CONTROLS ARE ALSO IN PLACE IN STORAGE AND EXHIBITION SPACES TO ENSURE THE SAFETY OF THE COLLECTION. ONLY TRAINED AND AUTHORIZED PERSONNEL MAY HANDLE COLLECTION OBJECTS. IN 2022, THE MUSEUM'S CONSERVATORS CARRIED OUT ROTATIONS OF VULNERABLE OBJECTS IN THE HISTORICAL EXHIBITION TO REDUCE DAMAGE THAT LONG-TERM DISPLAY CAN CAUSE. OBJECTS TAKEN OFF VIEW WERE REPLACED BY NARRATIVE-APPROPRIATE ALTERNATIVES SELECTED BY THE CURATORIAL TEAM. PRIOR TO BEING EXHIBITED, THE CONDITION OF EACH OBJECT WAS CAREFULLY ASSESSED AND DOCUMENTED. SOME MINOR CONSERVATION TREATMENT WAS REQUIRED TO PREPARE SOME OBJECTS FOR EXHIBITION. MUSEUM CONSERVATORS HAVE ALSO BEEN ENGAGED IN RESEARCH INVOLVING A LARGE, SURVIVING SEGMENT OF THE SLURRY WALL, A SECTION OF THE PERIMETER WALL THAT PERFORMED AS A WATER-BLOCKING BARRIER BETWEEN THE HUDSON RIVER AND WORLD TRADE CENTER'S ORIGINALLY EXCAVATED "BATHTUB." THIS WORK HAS YIELDED IMPORTANT DATA ABOUT THE CORROSION CONDITIONS OF THE SLURRY WALL'S EMBEDDED METALLIC ELEMENTS, THE CONDITION OF THE CONCRETE, AND THE DEGRADATION MECHANISMS THAT ACCELERATE THESE CONDITIONS. THE DATA GLEANED IS USED TO DEVELOP MONITORING PROTOCOLS AND PRESERVATION STRATEGIES TO ADDRESS MOISTURE SEEPAGE AND OTHER RISK-BASED INTERVENTIONS TO PROTECT THE INTEGRITY OF THE ARTIFACT. LOAN OR EXCHANGE PROGRAMS (IV) SIXTEEN DIGITAL AND PHYSICAL OBJECTS FROM THE MUSEUM'S COLLECTION WERE MADE AVAILABLE AS OUTGOING LOANS IN 2022. OF NOTE WAS A LOAN TO THE VIRGINIA MUSEUM OF HISTORY & CULTURE. THE ORGANIZATION CONTINUES TO BUILD ITS PERMANENT COLLECTION AND HAS ADOPTED A COLLECTIONS MANAGEMENT POLICY TO DEFINE THE SCOPE AND INTELLECTUAL FRAMEWORK OF ASSETS AND THE PROCEDURES BY WHICH THESE MATERIALS ARE ACCESSIONED, CATALOGUED, AND PRESERVED. THAT DOCUMENT REVIEWED AND UPDATED AS NEEDED ONCE EVERY FEW YEARS WAS MOST RECENTLY MODIFIED IN 2018 IN PREPARATION FOR THE MUSEUM'S SUBMISSION OF KEY POLICY AND PROCEDURAL DOCUMENTS FOR ITS FIRST-TIME ACCREDITATION (RECEIVED IN 2021) FROM THE AMERICAN ALLIANCE OF MUSEUMS. IN 2022, COLLECTIONS STAFF INITIATED A REVIEW OF THE POLICY THAT WILL CARRY OVER INTO 2023, WHEN WE ANTICIPATE THAT A REVISED POLICY WILL BE APPROVED AT THE BOARD LEVEL. THROUGH LEADERSHIP OF THE BOARD AND STAFF, THE ORGANIZATION STRIVES TO ESTABLISH, PRESERVE, AND DOCUMENT PRIMARY RECORDS, MATERIAL EVIDENCE, SPOKEN TESTIMONY, AND OTHER WIDE-RANGING CULTURAL DOCUMENTATION RELATED TO THE SEPTEMBER 11, 2001, AND FEBRUARY 26, 1993 TERRORIST ATTACKS, THE HISTORICAL CONTEXT LEADING UP TO THEM, AND THEIR AFTERMATH AND ONGOING REPERCUSSIONS. THE ORGANIZATION ALSO COLLECTS ARTIFACTS, SPOKEN REMEMBRANCES, AND OTHER MATERIALS THAT HONOR AND COMMEMORATE THE VICTIMS OF THE SEPTEMBER 11, 2001, AND FEBRUARY 26, 1993, TERRORIST ATTACKS AND THEIR LEGACIES. THE ORGANIZATION MAKES ITS COLLECTION AVAILABLE AS LOANS TO OTHER MUSEUMS AND PRESENTING INSTITUTIONS, IN THE U.S. AND ABROAD, THAT MEET OUR SECURITY AND ENVIRONMENTAL CRITERIA. THE COLLECTION IS ALSO AVAILABLE, THROUGH ITS CATALOGUE AND BY APPOINTMENT, TO THE PUBLIC FOR RESEARCH PURPOSES AND IN COOPERATION WITH OUR PROFESSIONAL STAFF AND SCHOOL EDUCATORS FOR THE CREATION OF LESSON PLANS THAT ARE THEN MADE AVAILABLE THROUGH OUR WEBSITE. THE MUSEUM'S COLLECTIONS ARE ALSO USED IN EDUCATIONAL AND PUBLIC PROGRAMS AND WIDE-RANGING WEB-BASED CONTENT COMMUNICATIONS FOR THE BENEFIT OF VISITORS. IN 2022, THE ORGANIZATION SPENT $22,575 ON ACQUISITIONS OF COLLECTION ITEMS. THIS INCLUDED A PAYMENT FOR A SINGULAR, LIFE-SIZED POLAROID PORTRAIT BY TIME-LIFE PHOTOGRAPHER JOE MCNALLY FROM HIS 2001 SERIES. THIS PURCHASE WAS FUNDED BY BOARD-ALLOCATED FUNDS ANNUALLY HELD IN A RESTRICTED, ROLL-OVER ACQUISITIONS LINE. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS SPECIAL EVENT EXPENSES REPORTED ON PART VIII 177,640. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSES 186,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS SPECIAL EVENT EXPENSES REPORTED ON PART VIII 177,640. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSES 186,100. X X X X X X X 1 THE PARKSIDE GROUP 80 MAIDEN LANE SUITE 1504 NEW YORK NY 10038 DIRECT MAIL SERVICES 0 667288 449165 218123 BLUE STATE DIGITAL 3 WORLD TRADE CENTER 30TH FLOOR NEW YORK NY 10007 DIGITAL FUNDRAISING 0 287129 389967 -102838 JP LEXINGTON LLC 30 EAST END AVENUE APARTMENT 5B NEW YORK NY 10028 GENERAL FUNDRAISING 0 0 86880 -86880 954417 926012 28405 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI BENEFIT DINNER 2767400 2637800 129600 234292 10700 763600 5K RUN/WALK 540505 540505 257822 1 50000 50000 92809 3357905 3228305 129600 234292 10700 1114231 1359223 -1229623 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE AGREEMENT WITH THE PARKSIDE GROUP PROVIDES FOR PAYMENT FOR DIRECT MAIL SERVICES BASED ON A FEE SCHEDULE, AND THE REIMBURSEMENT OF EXPENSES REASONABLY INCURRED IN CONNECTION WITH THESE SERVICES. THE AGREEMENT WITH BLUE STATE DIGITAL PROVIDES FOR PAYMENT FOR SERVICES AT $25,000 PER MONTH, AND TRAVEL OTHER EXPENSE REIMBURSEMENTS ON A MONTHLY BASIS AS INCURRED. X X X X 1 0 0 0 0 0 0 1 0 ALICE M GREENWALD PRESIDENT & CEO (THRU 10/2022) 438072 0 0 0 35889 0 38181 0 11668 0 523810 0 0 0 ALLISON BLAIS EVP, CHIEF STRATEGY & OPS OFFICER 322123 0 25000 0 240 0 27021 0 43077 0 417461 0 0 0 NOELLE LILIEN EVP GENERAL COUNSEL/SECRETARY 289406 0 0 0 552 0 29988 0 41394 0 361340 0 0 0 CLIFFORD CHANIN EVP DEP. DIR. FOR MUSEUM PROGRAMS 298246 0 0 0 3048 0 29925 0 12261 0 343480 0 0 0 JOSHUA CHERWIN CHIEF ADVANCEMENT OFFICER 289737 0 0 0 360 0 11970 0 40433 0 342500 0 0 0 MAGGIE CAREY SVP, FINANCE & BUDGET (THRU 9/2022) 147041 0 0 0 176594 0 14689 0 3334 0 341658 0 0 0 DAVID SHEEHAN EVP & CFO 272977 0 0 0 360 0 27846 0 10336 0 311519 0 0 0 JOSEPH WEINKAM EVP GOVERNMENT & COMMUNITY AFFAIRS 242487 0 0 0 552 0 25200 0 40433 0 308672 0 0 0 SALVATORE CARCATERRA EVP, SECURITY & SAFETY 273579 0 0 0 1584 0 27290 0 966 0 303419 0 0 0 NANCY MORRISSEY SVP, CHIEF INFORMATION OFFICER 201228 0 0 0 781 0 20207 0 40428 0 262644 0 0 0 LEE S COCHRAN SVP COMMUNICATIONS & EXTERNAL AFFAIRS 239075 0 0 0 207 0 2787 0 13658 0 255727 0 0 0 EDWARD SIDOR SVP, BUILDINGS & GROUNDS 217797 0 0 0 1348 0 22011 0 13772 0 254928 0 0 0 ELIZABETH L HILLMAN PRESIDENT & CEO (EFF. 9/2022) 252806 0 0 0 278 0 0 0 190 0 253274 0 0 0 BENJAMIN MILAKOFSKY CHIEF OF STAFF 209252 0 0 0 180 0 21119 0 12529 0 243080 0 0 0 PART I, LINE 4A THE ORGANIZATION PAID A SEVERANCE PAYMENT TO SVP, FINANCE & BUDGET, MAGGIE CAREY IN THE AMOUNT OF $163,863 IN 2022. THIS PAYMENT WAS TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. PART I, LINE 7 THE ORGANIZATION PROVIDED A DISCRETIONARY BONUS TO THE EXECUTIVE VICE PRESIDENT, CHIEF STRATEGY & OPERATIONS OFFICER LISTED IN PART II AS REPORTED IN COLUMN B(II). THIS BONUS WAS INCLUDED IN THEIR TAXABLE INCOME. SEE PART V PART V PART V X 15000000 15000000 0 1 1 15000000 DANIEL EDELMAN INC ENTITY OF 35% OWNED BY FAMILY MEMBER OF TRUSTEE RICHARD EDELMAN 180000 MARKETING RESEARCH 0 SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: (A) NAME OF INTERESTED PERSON: MICHAEL BLOOMBERG(B) RELATIONSHIP WITH ORGANIZATION: CHAIRMAN/TRUSTEE(C) PURPOSE OF LOAN: OPERATIONAL SUPPORT X 684 X 24944 COST X 1 74732 AVG. SELLING PRICE X SNOWBLOWER 1 17500 COST 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). SCHEDULE M, PART I, LINE II, COLUMNS (C) AND (D): IN 2022, THE ORGANIZATION RECEIVED 684 ITEMS OF RECOGNIZED HISTORICAL VALUE SIGNIFICANT IN THE HISTORY OF THE TERRORIST ATTACKS. IN ACCORDANCE WITH INDUSTRY PRACTICE, THE VALUE OF THESE ITEMS IS NOT REFLECTED AS AN ASSET ON THE STATEMENT OF FINANCIAL POSITION, NOR RECORDED AS NONCASH CONTRIBUTION REVENUE ON THE STATEMENT OF ACTIVITIES. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: STEADFAST IN ITS MISSION TO COMMEMORATE, EDUCATE, AND INSPIRE. THE ORGANIZATION ONCE AGAIN LED THE WORLD IN HONORING THE 2,983 PEOPLE WHO WERE KILLED ON SEPTEMBER 11, 2001, AND FEBRUARY 26, 1993, WE CAME TOGETHER ON MAY 30TH TO MARK THE 20TH ANNIVERSARY OF THE FORMAL END OF RESCUE, RECOVERY, AND RELIEF OPERATIONS AT GROUND ZERO. THE MEMORIAL GLADE CEREMONY PAID TRIBUTE TO THE COURAGE AND SACRIFICE OF THE THOUSANDS OF RESCUE, RECOVERY, AND RELIEF WORKERS AS WELL AS THE SURVIVORS, WORKERS, AND RESIDENTS WHO WERE EXPOSE TO HAZARDS AND TOXINS AND COMMEMORATED THOSE WHO HAVE DIED DUE TO 9/11-RELATED ILLNESSES. WE STRENGTHENED OUR EDUCATION COMMITMENT THROUGH A NEW NATIONAL PARTNERSHIP THAT DISSEMINATED OUR ANNUAL DIGITAL LEARNING EXPERIENCE TO A WIDER AUDIENCE, EXPANDED MEMORIAL & MUSEUM OPERATIONAL HOURS, AND LAUNCHED NEW PROGRAMMING FOR RECRUITS JOINING LOCAL FIRST RESPONDER AGENCIES. 6,000 FAMILY MEMBERS AND THEIR GUESTS ATTENDED OUR 21ST ANNIVERSARY COMMEMORATION OF SEPTEMBER 11, 2001, WITH 30,000 PEOPLE TUNING INTO THE CEREMONY LIVE STREAM AND 32,000 PEOPLE VISITING THE MEMORIAL THROUGHOUT THE DAY. OUR ANNUAL ANNIVERSARY IN THE SCHOOLS PROGRAM REACHED MORE THAN 500,000 STUDENTS AND TEACHERS FROM ALL 50 STATES, THREE TERRITORIES, AND 18 COUNTRIES. THE PROGRAM WAS BOOSTED BY A NEW PARTNERSHIP WITH AMC THEATRES THAT GAVE GROUPS AND ORGANIZATIONS ACROSS THE COUNTRY A SPECIAL OPPORTUNITY TO HOST SCREENINGS OF OUR 2022 FILM AT THEIR LOCAL AMC THEATRES DURING THE WEEK LEADING UP TO 9/11. OVER THE COURSE OF THE YEAR, OUR COLLECTIONS TEAM ACQUIRED MORE THAN 600 ADDED ITEMS, BRINGING OUR TOTAL COLLECTION TO MORE THAN 74,000 ITEMS. ADDITIONALLY, OUR PUBLIC AND PROFESSIONAL PROGRAMS REACHED NEARLY 6,000 PEOPLE, AND THE TEAM LAUNCHED A NEW PROGRAM DESIGNED FOR PROBATIONARY FIREFIGHTERS THAT IS NOW A MANDATORY PART OF FDNY GRADUATION REQUIREMENTS. OF THE TOTAL PARTICIPANTS, 3,500 WERE MEMBERS OF THE FDNY, EMS, NYPD, PAPD, AND FBI. THIS YEAR THE 9/11 MEMORIAL & MUSEUM WAS ONCE AGAIN RANKED AS THE #1 MUSEUM IN NEW YORK CITY AND #1 MUSEUM IN THE UNITED STATES BY TRIPADVISOR.COM AND RECEIVED A REGIONAL EMPLOYER AWARD FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION ADULT CAREER & CONTINUING EDUCATION SERVICES FOR OUR COMMITMENT TO SUPPORTING PEOPLE WITH DISABILITIES. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: ATTACKS AND ALL THOSE WHO RISKED THEIR LIVES TO SAVE OTHERS. IT FURTHER RECOGNIZES THE THOUSANDS WHO SURVIVED AND ALL WHO MANIFESTED EXTRAORDINARY COMPASSION AND LEADERSHIP IN THE WAKE OF THE ATTACKS. DEMONSTRATING THE CONSEQUENCES OF TERRORISM ON INDIVIDUAL LIVES AND ITS IMPACT ON COMMUNITIES AT THE LOCAL, NATIONAL, AND INTERNATIONAL LEVELS, THE MEMORIAL & MUSEUM ATTESTS TO THE TRIUMPH OF HUMAN DIGNITY OVER HUMAN DEPRAVITY AND AFFIRMS AN UNWAVERING COMMITMENT TO THE FUNDAMENTAL VALUE OF HUMAN LIFE. "MAY THE LIVES REMEMBERED, THE DEEDS RECOGNIZED, AND THE SPIRIT REAWAKENED BE ETERNAL BEACONS, WHICH REAFFIRM RESPECT FOR LIFE, STRENGTHEN OUR RESOLVE TO PRESERVE FREEDOM, AND INSPIRE AN END TO HATRED, IGNORANCE AND INTOLERANCE." FORM 990, PART III, LINE 4A: OUR SCHOOL AND TEACHERS PROGRAMMING REMAINED PRIMARILY VIRTUAL DUE TO THE PANDEMIC. OVER 6,000 STUDENTS TOOK PART IN OUR VIRTUAL SCHOOL PROGRAMS, OVER 1,100 TEACHERS TOOK PART IN OUR VIRTUAL PROFESSIONAL DEVELOPMENT WORKSHOPS AND EVENTS, AND OVER 500,000 STUDENTS, FROM ALL 50 STATES AND AROUND THE WORLD, PARTICIPATED IN OUR ANNUAL ANNIVERSARY IN THE SCHOOLS PROGRAM, WHICH CONTINUES TO SERVE AS ONE OF OUR SIGNATURE ANNUAL PROGRAMS. NEARLY 1,000 INDIVIDUALS PARTICIPATED IN ART CART, OUR ONSITE YOUTH & FAMILY PROGRAM HOSTED OVER THE SUMMER. OUR GUIDED TOUR PROGRAM SERVED NEARLY 90,000 MUSEUM VISITORS AND OVER 3,000 PARTICIPANTS TOOK A VIRTUAL TOUR. OUR PUBLIC PROGRAMS, FOCUSED PRINCIPALLY ON DEEPENING UNDERSTANDING OF 9/11'S CONNECTION TO CURRENT EVENTS AND THE ATTACKS' ONGOING CULTURAL IMPACT. NEARLY 1,000 PARTICIPANTS ATTENDED IN PERSON AND TUNED IN VIRTUALLY. THE 9/11 MEMORIAL & MUSEUM CONTINUED ITS PROFESSIONAL TRAINING PROGRAMS, WHICH PROVIDE AN IN-DEPTH EXPLORATION OF 9/11 FOR LAW ENFORCEMENT, INTELLIGENCE, AND MILITARY AGENCIES TO RECOGNIZE THE SPECIAL CONNECTIONS BETWEEN 9/11 AND THEIR WORK. EACH PROGRAM IS GEARED TOWARD MEETING THE UNIQUE NEEDS AND INTERESTS OF THE AGENCY IN ATTENDANCE. IN 2022, WE SERVED 5,000 PARTICIPANTS IN NEARLY 50 PROGRAMS. DURING 2022, MUSEUM VISITORS HELPED TO GROW THE DIGITAL RESOURCES USED IN THE CORE EXHIBITIONS WITH AROUND 125,000 SIGNATURES AND MESSAGES IN THE DIGITAL GUEST BOOK, AROUND 400 NEW PROFILES IN THE REGISTRY OF RESCUE AND RECOVERY WORKERS, AND ABOUT 20 NEW PROFILES IN THE REGISTRY OF PUBLIC MEMORIALS CREATED AROUND THE WORLD IN COMMEMORATION OF 9/11. DRAWING FROM THESE AND OTHER VISITOR CONTRIBUTIONS, THE MUSEUM UPDATED APPROXIMATELY 35 PROFILES IN THE MEMORIAL EXHIBITION. THANKS TO DONATIONS FROM THE FAMILY, FRIENDS, AND COWORKERS OF THE VICTIMS OF THE TERRORIST ATTACKS OF SEPTEMBER 11, 2001, AND FEBRUARY 26, 1993, THE MUSEUM SECURED THE FINAL TWO IMAGES IN THE MEMORIAL EXHIBITION'S "WALL OF FACES" THAT HAS BEEN MISSING TO COMPLETELY PRESENT PORTRAITS OF THE VICTIMS. THROUGH DONATIONS, STRATEGIC PURCHASES, AND ORAL HISTORIES CONDUCTED BY STAFF, MUSEUM ACQUISITIONS BY THE END OF 2022 NUMBERED MORE THAN 21,550 OBJECTS AND ARTWORKS, 46,034 PRINT AND DIGITAL IMAGES, 370 MOVING IMAGES, AND 3,799 ORAL HISTORIES. AMONG THE VARIED NEW GIFTS RECEIVED WERE AN EARLY COMMEMORATIVE QUILT MADE BY STUDENTS AT THOMAS A. EDISON CAREER AND TECHNICAL EDUCATION HIGH SCHOOL IN QUEENS, NY, MANY OF WHOM WERE ACQUAINTED WITH LOCAL VICTIMS AND GROUND ZERO RESPONDERS, AND A HANDWRITTEN JOURNAL KEPT BY T.W.A. PILOT DAVID FRIEL, SCHEDULED TO FLY FROM ST. LOUIS TO SAN FRANCISCO ON SEPTEMBER 11, 2001. FRIEL'S EXTENSIVE TUESDAY ENTRY DETAILS HIS COCKPIT REACTIONS AND ADJUSTED PLANNING AS HE LEARNED ABOUT THE UNFOLDING HIJACKING ATTACKS AND NATIONAL AVIATION GROUND-STOP. OUTGOING LOANS REQUESTED FROM THE 9/11 MEMORIAL MUSEUM'S COLLECTION IN 2022 INVOLVED A TOTAL OF 16 DIGITAL AND PHYSICAL OBJECTS. NOTABLE AMONG THOSE FACILITATED WAS A LOAN TO THE VIRGINIA MUSEUM OF HISTORY & CULTURE. INCOMING LOANS REQUESTED BY THE 9/11 MEMORIAL MUSEUM FOR ITS ON-SITE PRESENTATIONS TOTALED 14 OBJECTS AND A RENEWAL OF 67 OBJECTS. IN 2022, 344 OBJECTS WERE ADDED TO THE ONLINE COLLECTION CATALOG, INSIDE THE COLLECTION. ADDITIONALLY, TWO NEW FEATURE GALLERIES WERE CREATED: ART BEFORE, HIGHLIGHTING ART CREATED BEFORE 9/11 FEATURING THE TWIN TOWERS AND RECENT ACQUISITIONS, A ROTATING GALLERY FEATURING NEW ACQUISITIONS FROM THE LAST TWO YEARS. THERE ARE NOW NEARLY 4,000 OBJECTS ON THE SITE. APPROXIMATELY 20 EXTERNAL RESEARCH QUERIES WERE FIELDED THROUGH THE SITE IN 2022. THIS FISCAL YEAR ALSO BROUGHT TO COMPLETION A FIVE-YEAR PROJECT TO INVESTIGATE THE STRUCTURAL INTEGRITY AND CONDITION OF THE HISTORIC SLURRY WALL REMNANT, WHICH IS THE MUSEUM'S LARGEST ARTIFACT. THIS MULTI-YEAR EFFORT REVEALED OVERALL THAT THE WALL REMAINS IN RELATIVELY STABLE CONDITION. THE MANY TESTS CONDUCTED FURTHER HIGHLIGHTED PRIORITIES FOR CONSERVATION AND PREVENTATIVE CARE INITIATIVES NECESSARY FOR THE ARTIFACT'S LONG-TERM MAINTENANCE. THIS WILL INVOLVE IMPROVING DRAINAGE AND ENVIRONMENTAL MONITORING SYSTEMS, TIEBACK STABILIZATION, AND PERIODIC SALT REMOVAL. WHILE THE INSTITUTION CONTINUED TO PROCEED WITH CRITICAL REPAIRS AND MAINTENANCE IN 2022, THERE WERE NO MAJOR CONSTRUCTION PROJECTS UNDERWAY. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES MICHAEL BLOOMBERG AND PATRICIA HARRIS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 IN JUNE 2022, THE ORGANIZATION AMENDED ITS BYLAWS WHICH INCLUDED THE FOLLOWING SIGNIFICANT CHANGES: 1) THE EXECUTIVE COMMITTEE OF THE BOARD IS REQUIRED TO REPORT TO THE FULL BOARD "FROM TIME TO TIME". 2) THE COMMITTEES OF THE BOARD ARE REQUIRED TO REPORT DIRECTLY TO THE FULL BOARD, RATHER THAN THROUGH BOTH THE EXECUTIVE COMMITTEE AND THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SHARED ELECTRONICALLY WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE IS RESPONSIBLE FOR APPROVING THE FORM 990 IN ADVANCE OF FILING. PRIOR TO FILING, ELECTRONIC COPIES ARE ALSO PROVIDED TO THE FULL BOARD FOR REVIEW, AND THE BOARD HAS AN OPPORTUNITY TO ASK QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C SINCE ITS INCEPTION, THE ORGANIZATION HAS ENFORCED AND ACTIVELY MONITORED ITS BOARD-APPROVED CONFLICT OF INTEREST POLICY. IN 2014, THE MEMORIAL'S EXISTING POLICY WAS UPDATED TO COMPLY WITH THE REQUIREMENTS OF THE NEW YORK NONPROFIT REVITALIZATION ACT OF 2013. THE POLICY MANDATES THAT ALL EMPLOYEES AND MEMBERS OF THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. EMPLOYEES AND MEMBERS OF THE BOARD HAVE BEEN REQUIRED TO COMPLETE CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES ANNUALLY SINCE THE ORGANIZATION'S INCEPTION. THE QUESTIONNAIRE MUST ALSO BE COMPLETED ON AN INTERIM BASIS, IF NECESSARY, DUE TO EMERGING CONFLICTS. THE MEMBERS OF THE GOVERNING BODY'S SIGNED CONFLICT OF INTEREST QUESTIONNAIRES ARE FILED WITH THE GENERAL COUNSEL. EMPLOYEES' CONFLICT OF INTEREST FORMS ARE FILED WITH THE SVP-DIRECTOR OF HUMAN RESOURCES. COPIES OF THE TRUSTEES' COMPLETED CONFLICT OF INTEREST QUESTIONNAIRES ARE PROVIDED TO THE MEMBERS OF THE AUDIT AND NOMINATING, GOVERNANCE & COMPENSATION COMMITTEE. IF A CONFLICT IS REPORTED, THE GENERAL COUNSEL IS CONSULTED. IN THE EVENT A RELATED-PARTY TRANSACTION IS CONTEMPLATED, THE TRANSACTION IS EVALUATED AND APPROVED BY A MAJORITY OF THE INDEPENDENT MEMBERS OF THE NOMINATING, GOVERNANCE & COMPENSATION COMMITTEE BEFORE ANY SUCH CONTRACT CAN BE EXECUTED BY THE MEMORIAL. THE AFFECTED MEMBER OF THE GOVERNING BODY IS NOT ENTITLED TO VOTE, DELIBERATE OR OTHERWISE USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS AN ESTABLISHED COMPENSATION POLICY FOR ITS PRESIDENT/CEO AND TOP MANAGEMENT OFFICIALS. THE NOMINATING, GOVERNANCE & COMPENSATION COMMITTEE REVIEWS APPROPRIATE AND ADEQUATE DATA TO DETERMINE THE REASONABLENESS OF COMPENSATION BEING CONSIDERED. THE COMMITTEE USES A VARIETY OF INFORMATION TO DETERMINE THAT THE APPROPRIATE LEVEL OF COMPENSATION IS BEING PAID TO ITS EXECUTIVES. THE COMMITTEE'S DECISION ON THE AMOUNT OF COMPENSATION PAID IS DOCUMENTED IN A CONTEMPORANEOUSLY WRITTEN FORMAT, INCLUDING THE DATE OF THE DECISION, THE MEMBERS PRESENT DURING THE DECISION, THE FULL TERMS OF THE TRANSACTION THAT WAS APPROVED AND THE COMPARABLE DATA USED AND RELIED UPON TO MAKE THE DECISION. THE PROCESS WAS LAST UNDERTAKEN IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, FORM 1023, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION BY POSTING IT ON ITS WEBSITE. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG AND SIMILAR TYPES OF WEBSITES. IN ADDITION, THESE DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. PART VII: COMPENSATION REPORTED IN PART VII-A FOR RICHARD EDELMAN WAS COMPENSATION FOR SERVICES PROVIDED TO THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.