2024-05-15T12:40:03-05:00 2023-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-07-01 042103916 MUSEUM OF SCIENCE MUSE 6177232500 1 SCIENCE PARK BOSTON MA 02114 YASMINA BLAISE SR. VICE PRESIDENT, FINANCE 6177232500 2024-05-13 1 YASMINA BLAISE 999009999 1 BRENDA L BOOTH P01342395 6177610600 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIM RITCHIE 1 SCIENCE PARK BOSTON MA 02114 122187530 0 X WWW.MOS.ORG X 1831 MA THE MUSEUM'S MISSION IS TO INSPIRE A LIFELONG LOVE OF SCIENCE IN EVERYONE. 50 49 488 372 1410022 917124 28240326 30533140 20271957 23579006 9848058 8993663 13106020 9400961 71466361 72506770 628201 821590 0 0 26938033 28918615 497594 473822 7042086 30491188 35809846 58555016 66023873 12911345 6482897 344840843 356576389 21730452 19652272 323110391 336924117 X THE MISSION OF THE MUSEUM OF SCIENCE IS TO INSPIRE A LIFELONG LOVE OF SCIENCE IN EVERYONE. THROUGH EXHIBITS, CURRICULA, PROGRAMS, AND EVENTS, BOTH IIVE AND VIRTUAL, WE AIM TO MAKE SCIENCE AND SCIENTIFIC THINKING ACCESSIBLE, ENGAGING, AND RELEVANT. WE COLLABORATE ACROSS DISCIPLINES TO HELP PEOPLE EVERYWHERE SEE AND APPRECIATE THE SCIENCE IN EVERYTHING. OUR VISION IS A WORLD IN WHICH SCIENCE BELONGS TO EACH OF US FOR THE GOOD OF ALL OF US. 0 0 16687278 40258 595744 EXHIBITS INCLUDE OVER 900 STANDING EXHIBITS, HOUSED IN 132,000 SQ FT OF GALLERY AND RELATED SPACE, PROVIDING HANDS-ON EXPERIENCES IN ALL AREAS OF SCIENCE, TECHNOLOGY, AND THEIR SOCIAL IMPACT. THE MUSEUM CREATES PERMANENT AND TRAVELLING EXHIBITS BOTH ON ITS OWN AND IN COLLABORATION WITH OTHER INSTITUTIONS, AND IS ONE OF LEADERSHIP PARTNERS IN THE NATIONAL INFORMAL STEM EDUCATION NETWORK (NISENET), A NETWORK OF APPROXIMATELY 600 MUSEUMS, COLLEGES/UNIVERSITIES, LIBRARIES, SCIENTIFIC PROFESSIONAL ORGANIZATIONS, AND RESEARCH INSTITUTIONS WHICH CREATES AND SHARES EXHIBITS AND PROGRAMS RELATING TO IMPORTANT CURRENT SCIENCE AND TECHNOLOGY TOPICS. A MUSEUM-PRODUCED TRAVELING EXHIBIT CALLED THE SCIENCE BEHIND PIXAR HIGHLIGHTS THE MATH AND SCIENCE SKILLS PIXAR FILMMAKERS USE IN BRINGING THEIR FILMS TO LIFE. TWO COPIES OF THIS EXHIBIT ARE CURRENTLY TOURING OTHER US AND INTERNATIONAL MUSEUMS. THE MUSEUM ALSO HOSTS TRAVELING EXHIBITS PRODUCED BY OTHER INSTITUTIONS. TRAVELING EXHIBITS HOSTED BY THE MUSEUM THIS YEAR INCLUDED: RESILIENT VENICE; NE CLIMATE STORIES; ALL ABOARD! TRAINS AT SCIENCE PARK; EMOTIONS AT PLAY WITH PIXAR'S INSIDE OUT; GAIA EARTH GLOBE; ELECTRIC PLAYHOUSE TRAVELS. 11826694 400974 9895839 PUBLIC PROGRAMS INCLUDE EXHIBIT INTERPRETATION, LECTURE SERIES, LIVE ANIMAL DEMONSTRATIONS (THE MUSEUM IS ACCREDITED BY THE ASSOCIATION OF ZOOS AND AQUARIUMS), PHYSICAL SCIENCE DEMONSTRATIONS, LIGHTNING SHOWS IN THE THOMSON THEATER OF ELECTRICITY, SPECIAL EVENTS, DEMONSTRATIONS AND PODCASTS RELATING TO TOPICS OF CURRENT SCIENCE AND TECHNOLOGY, HANDS-ON DESGN CHALLENGES AND A WALK-THROUGH GARDEN WALK AND INSECT ZOO. IN RESPONSE TO COVID-19, MANY OF THESE PROGRAMS WERE OFFERED ON-LINE. (849,500 ONSITE VISITORS AND 379 ONLINE VISITORS SERVED). 7923055 232977 2947469 EDUCATION PROGRAMS INCLUDE FIELD TRIPS PROGRAMS FOR SCHOOL GROUPS, CURRICULUM MATERIALS UNDER OUR EIE. THE MUSEUM IS PART OF AN AWARD-WINNING DIVISION, EIE, THAT DEVELOPS FOUNDATIONAL SKILLS IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM) SUBJECTS FOR ALL STUDENTS. THE RESEARCH-BASED, HANDS-ON CURRICULA ARE DESIGNED TO BEST INNOVATE FOR THE REALITY OF TODAY'S EDUCATIONAL LANDSCAPE AND TO ENGAGE ALL STUDENTS. RECENTLY MOS PARTNERED WITH KAHOOT TO CREATE EXCITING, ENGAGING AND FUN LEARNING EXPERIENCES FOR LEARNERS GRADES 1-8. SINCE ITS INCEPTION, EIE HAS REACHED AN ESTIMATED 20 MILLION STUDENTS AND 200,000 EDUCATORS IN ALL 50 STATES. 7348056 14217 2590809 THEATERS INCLUDE THE CHARLES HAYDEN PLANETARIUM, OFFERING PRESENTATIONS, EVENTS, AND DEMONSTRATIONS OF ASTRONOMY AND SPACE SCIENCE TOPICS, CURRENT DISCOVERIES, AND OTHER SCIENCE/TECHNOLOGY-INSPIRED PROGRAMMING. THE MUGAR OMNI THEATER, THE LARGEST DOMED IMAX THEATER IN NEW ENGLAND, OFFERS DIGITAL DOCUMENTARY AND SCIENCE-FICTION INSPIRED FILMS AND PRESENTATIONS, WHILE A SMALLER 4-D THEATER OFFERS SHORT 3-D FILMS ON A RANGE OF SCIENCE AND NATURE TOPICS AUGMENTED BY SENSORY EFFECTS SUCH AS WIND, MIST, AND SMELL. PLANETARIUM SHOWS THIS YEAR INCLUDED: BIG BIRD'S ADVENTURE: ONE WORLD, ONE SKY; DESTINATION MARS: THE NEW FRONTIER; FROM DREAM TO DISCOVERY: INSIDE NASA; EXPLORE OUR CHANGING EARTH; EXPLORE THE UNIVERSE; MOONS: WORLDS OF MYSTERY; UNDISCOVERED WORLDS: THE SEARCH BEYOND OUR SUN; THE BEYONCE EXPERIENCE; THE FLEETWOOD MAC EXPERIENCE; PINK FLOYD: THE WALL; THE PRINCE EXPERIENCE; THE RADIOHEAD EXPERIENCE. IMAX FILMS INCLUDED: ANCIENT CAVES; BACK FROM THE BRINK: SAVED FROM EXTINCTION; ROCKY MOUNTAIN EXPRESS; SUPERPOWER DOGS. OMNI SCI-FI FILMS: DUNE; MATRIX: RESURRECTIONS 4D THEATER FILMS INCLUDED: SHARKS: A 4-D EXPERIENCE; ICE WORLDS: 4D; PENGUINS: 4D; POLAR EXPRESS: 4D; SPLASH & BUBBLES: 4D; THOMAS: 4D (505,400 THEATER VISITORS SERVED). 5334349 133164 5065283 SERVICES PROVIDED PRIMARILY FOR THE BENEFIT OF OUR MEMBERS INCLUDE OUR PARKING FACILITY, MEMBERSHIP OFFICE, AND GIFT SHOP. (35,932 MEMBER HOUSEHOLDS). 12682405 147381 7656092 49119432 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 192 0 1 488 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 50 49 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AS AZ CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TX UT VA WA WI WV X YASMINA BLAISE 6175704591 1 SCIENCE PARK BOSTON MA 021141099 TIMOTHY RITCHIE PRESIDENT 40.00 0.00 X X 458881 0 17528 ALEXIS A BORISY CHAIR 1.00 0.00 X X 0 0 0 JUAN ENRIQUEZ VICE-CHAIR 1.00 0.00 X X 0 0 0 REBECCA S KANTAR VICE-CHAIR 1.00 0.00 X X 0 0 0 ADAM M KOPPEL VICE-CHAIR 1.00 0.00 X X 0 0 0 MARIA L KUSSMAUL VICE-CHAIR 1.00 0.00 X X 0 0 0 DAVID M ALTSHULER TRUSTEE 1.00 0.00 X 0 0 0 LAUREN BAKER TRUSTEE 1.00 0.00 X 0 0 0 CHRISTINE P BELLON TRUSTEE 1.00 0.00 X 0 0 0 NILANJANA BHOWMIK TRUSTEE 1.00 0.00 X 0 0 0 PRIYANKA J BOBBILI TRUSTEE 1.00 0.00 X 0 0 0 ABRAHAM N CEESAY TRUSTEE 1.00 0.00 X 0 0 0 STACY L COWAN TRUSTEE 1.00 0.00 X 0 0 0 MARCUS O P DEFLORIMONTE TRUSTEE 1.00 0.00 X 0 0 0 BECKY DUSEAU TRUSTEE 1.00 0.00 X 0 0 0 PAUL EGERMAN TRUSTEE 1.00 0.00 X 0 0 0 RANA EL KALIOUBY TRUSTEE 1.00 0.00 X 0 0 0 GRETCHEN S FISH TRUSTEE 1.00 0.00 X 0 0 0 GARY R GREGG TRUSTEE 1.00 0.00 X 0 0 0 HELEN GREINER TRUSTEE 1.00 0.00 X 0 0 0 LESLIE E GREIS TRUSTEE 1.00 0.00 X 0 0 0 KRISTI J HUMMEL TRUSTEE 1.00 0.00 X 0 0 0 GREGORY B JANEY TRUSTEE 1.00 0.00 X 0 0 0 CIGALL KADOCH TRUSTEE 1.00 0.00 X 0 0 0 ANDREA KANEB TRUSTEE 1.00 0.00 X 0 0 0 ALEXANDER T KARNAL TRUSTEE 1.00 0.00 X 0 0 0 SEKAR KATHIRESAN TRUSTEE 1.00 0.00 X 0 0 0 WAYNE M KENNARD TRUSTEE 1.00 0.00 X 0 0 0 KATE D LEVIN TRUSTEE 1.00 0.00 X 0 0 0 LEO X LIU TRUSTEE 1.00 0.00 X 0 0 0 JOY LUCAS TRUSTEE 1.00 0.00 X 0 0 0 IVANA MAGOVCEVIC-LIEBISCH TRUSTEE 1.00 0.00 X 0 0 0 KURT MELDEN TRUSTEE 1.00 0.00 X 0 0 0 DEBBIE L MILLIN TRUSTEE 1.00 0.00 X 0 0 0 YIANNIS MONOVOUKAS TRUSTEE 1.00 0.00 X 0 0 0 ALISON NOLAN TRUSTEE 1.00 0.00 X 0 0 0 CHINH H PHAM TRUSTEE 1.00 0.00 X 0 0 0 JAMES P ROSENFIELD TRUSTEE 1.00 0.00 X 0 0 0 RUDY L RUGGLES III TRUSTEE 1.00 0.00 X 0 0 0 NAVJOT SINGH TRUSTEE 1.00 0.00 X 0 0 0 PAYSON SWAFFIELD TRUSTEE 1.00 0.00 X 0 0 0 HARRIETT TEE TAGGART TRUSTEE 1.00 0.00 X 0 0 0 SOPHIE V VANDEBROEK TRUSTEE 1.00 0.00 X 0 0 0 PALLAVI VERMA TRUSTEE 1.00 0.00 X 0 0 0 JAMES F WADE TRUSTEE 1.00 0.00 X 0 0 0 GWILL ELAINE YORK TRUSTEE 1.00 0.00 X 0 0 0 FENG ZHANG TRUSTEE 1.00 0.00 X 0 0 0 J TIMOTHY DELANEY CHAIR, MUSEUM ADVISORS 1.00 0.00 X 0 0 0 JEFFREY P JOHNSON CORPORATION COUNSEL 1.00 0.00 X 0 0 0 STEVEN C KNAPP PRES., VOL. SVC. LEAGUE 1.00 0.00 X 0 0 0 LEILANI I GERMAIN CHAIR, THE INNOVATORS 1.00 0.00 X 0 0 0 SEVERINE J IMBERT DE SMIRNOFF CHIEF OF STAFF 40.00 0.00 X 233121 0 32596 YASMINA M BLAISE SVP, FINANCE 40.00 0.00 X 167724 0 8030 BRIAN J THERRIEN SVP, FINANCE (UNTIL JULY 2022) 40.00 0.00 X 154287 0 9383 MIRIAM KRONBERG CFO (AS OF MARCH '23) 40.00 0.00 X 0 0 0 TODD SPERRY CHIEF MARKETING OFFICER 40.00 0.00 X 297045 0 15133 ANDREW J RUSSELL CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 277693 0 31443 CHRISTINE A REICH CHIEF LEARNING OFFICER 40.00 0.00 X 259084 0 13973 YUISA PREZ CHIEF PEOPLE OFFICER 40.00 0.00 X 227440 0 26449 CAMERON F LOGAN PHD CHIEF DIGITAL OFFICER 40.00 0.00 X 198016 0 3209 HEATHER R GUNSALLUS VP, STEM 40.00 0.00 X 240375 0 10743 PAUL J IPPOLITO VP, FACILITIES AND BUILDING OPS 40.00 0.00 X 194553 0 28227 ZACHARY DOLLAR SENIOR DIRECTOR, RELATIONS 40.00 0.00 X 180105 0 26037 KARA J PETERSON SENIOR DIRECTOR, MARKETING 40.00 0.00 X 170781 0 30988 INSOO HYUN DIR, CTR. FOR LIFE SCIENCES 40.00 0.00 X 167546 0 25684 3226651 0 279423 49 0 1 0 COSMIC BOSTON LLC C/O GELLER COMPANY NEW YORK NY 10022 FILM PRODUCTION 3554000 VELIR STUDIOS LLC 212 ELM STREET SUITE 201 SOMERVILLE MA 02144 CONSULTING 2718191 C&W FACILITY SERVICES INC (DTZ) 140 KENDRICK ST BUILDING C SUITE 20 NEEDHAM MA 02949 CUSTODIAL 1191147 CAMBRIDGE ASSOCIATES LLC PO BOX 412015 BOSTON MA 022412015 INVESTMENT COUNSEL 783541 CHRPS LLC 175 BAXTER NECK RD MARSTONS MILLS MA 02648 CONSULTING 735990 14 1268559 759525 2671037 25834019 885691 30533140 ADMISSIONS 712110 12711384 12711384 MEMBERSHIP BENEFITS 712110 4735008 4735008 PARKING 812930 4663302 4663302 EXHIBIT RENTAL FEES 712110 790333 790333 EDUCATIONAL PROGRAM INCOME 611699 645697 645697 33282 33282 23579006 3879169 -208149 4087318 99996 99996 2571207 0 2571207 2571207 899640 1671567 51781524 45922573 744457 5858951 -744457 5114494 35313 5079181 1300 759525 479326 -478026 -478026 4908115 2534404 2373711 2373711 ANCILLARY SERVICES 531120 1902641 683218 1219423 CONCESSION FEES 900099 840941 840941 SPONSORSHIP 900099 393501 393501 1696990 1696990 4834073 72506770 21389411 1410022 19174197 X 517534 517534 304056 304056 1987604 694851 748728 544025 22120492 16218033 2910396 2992063 1002578 751776 110491 140311 1921142 1442004 211936 267202 1886799 1414802 207938 264059 52304 5364 46940 161540 161540 135261 135261 473822 473822 2022025 2022025 8569131 6603125 1330353 635653 1776045 1661456 50400 64189 2657244 2358833 88402 210009 3757306 2669873 611850 475583 107080 107080 2697942 2417749 210990 69203 746091 604273 38460 103358 116374 82873 27154 6347 141765 36049 105705 11 9522059 9224642 144119 153298 595454 31430 564024 FILM AND EXHIBIT RENTAL 687036 687036 TAXES 671400 641131 30269 CREDIT CARD HANDLING FE 602089 593645 303 8141 CATERING 559930 161123 101638 297169 231770 -109306 138694 202382 66023873 49119432 9862355 7042086 5482240 6641138 17551142 15666263 8882560 13743278 5199584 5348946 0 0 0 0 0 0 118284 1091519 1052268 971167 189823627 126896370 66128455 62927257 32744747 34439865 202079939 209395994 5601624 6350962 344840843 356576389 9062058 8620020 0 0 3685497 4015257 0 0 0 0 0 0 1707223 1480116 3500000 2500000 3775674 3036879 21730452 19652272 X 89402256 89559610 233708135 247364507 323110391 336924117 344840843 356576389 X 6482897 5656060 1674769 X 0 1 X 1 1 1 X 43490437 11676565 20121756 28240326 30533140 134062224 43490437 11676565 20121756 28240326 30533140 134062224 21926854 112135370 6034124 5033725 5430109 5630902 6758521 28887381 758768 347685 0 1131751 917124 3155328 993747 934234 2738106 6044117 1698290 12408494 178513427 140491482 0.62820 0.69290 X SCHEDULE A, PART II, LINE 10 - "OTHER INCOME" INCLUDES SHIPPING CHARGES, SOUVENIR VENDING MACHINE COMMISSIONS, LOCKER RENTAL, INSURANCE COVERAGE OF LOSSES, AND OTHER MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 144685 144685 49119432 49264117 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 98070 178480 162459 144685 583694 250000 250000 250000 250000 1000000 1500000 0 6150 2084 8234 X X X 0 200615264 1370694 15244245 78952 8405481 2022025 206723745 214021246 2490864 -5361010 50623 7760826 2724387 200615264 167222800 952596 57295054 -6613 7273266 4182101 214021696 172214470 447068 2409072 70759 6070044 1707007 167222800 157087356 12165107 10399622 99680 5334407 2003528 172214470 0.07000 0.44400 0.48600 0 0 114102 114102 97874650 69255328 28619322 37770075 25543463 12226612 54064800 32097579 21967221 62927257 69226785 F COMMINGLED TRUST FUNDS 25705242 F HEDGE FUNDS 68386739 F OTHER ALTERNATIVE INVESTMENTS 27390352 F SPLIT INTERESTS & OTHER 18686876 F 209395994 EMPLOYER SHARE OF FICA AND OTHER PAYROLL ITEMS 144462 REFUNDS/CREDITS DUE 4975 MISCELLANEOUS SUSPENSE 45476 LIABILITIES ASSOC W/SPLIT INTEREST AGREEMENTS 822199 LT LIA ASSOC W/CAPITAL IMPROVEMENT BY LESSEE 296712 ASSET RETIREMENT OBLIGATION (ASC 410) 1720499 OTHER L/T LIABILITIES 2556 3036879 X 82468980 5656060 896156 1673832 8226048 74242932 2022025 -3758187 -1736162 72506770 68655174 896156 3757170 4653326 64001848 2022025 2022025 66023873 PART III, LINE 1A: COLLECTIONS FOOTNOTE: THE MUSEUM'S COLLECTIONS CONSIST OF APPROXIMATELY 30,000 ARTIFACTS USED PRIMARILY FOR EDUCATIONAL ACTIVITIES, ENCOMPASSING INTERPRETATIONS, DISCOVERY SPACES, EXHIBITS, LECTURES, CLASSES, DEMONSTRATIONS, REFERENCE SERVICES, OR OTHER PROGRAMS. THE MUSEUM ALSO HAS A HISTORICAL AND ARCHIVAL COLLECTION THAT DOCUMENTS THE HISTORY OF THE INSTITUTION. THE COMPOSITION OF THE MUSEUM'S COLLECTIONS BY ARTIFACT TYPE IS AS FOLLOWS: NATURAL SCIENCES 20,000 ITEMS; CULTURAL/PHYSICAL SCIENCE 5,000 ITEMS; ARTWORK 2,000 ITEMS; INSTITUTIONAL HISTORY 3,000 ITEMS; ARCHIVES 1,100 LINEAR FEET. THE MUSEUM'S COLLECTIONS MANAGEMENT POLICY STIPULATES THAT THE MUSEUM WILL ONLY ACQUIRE OBJECTS USEFUL IN FULFILLING THE EDUCATIONAL PURPOSE STATED IN ITS MISSION. THE MUSEUM ACCEPTS ONLY THOSE OBJECTS THAT CAN BE IMMEDIATELY PUT ON DISPLAY IN AN EXHIBIT, USED IN EDUCATIONAL PROGRAMS, OR USED IN FUTURE PROGRAMMING. ITEMS MAY BE DE-ACCESSIONED FROM THE COLLECTIONS IF THEY ARE DETERMINED TO BE NO LONGER USEFUL OR RELEVANT IN ASSISTING THE MUSEUM IN FULFILLING ITS MISSION. CONSISTENT WITH THE AMERICAN ALLIANCE OF MUSEUMS' CODE OF ETHICS, MUSEUM POLICY SPECIFIES THAT PROCEEDS FROM THE DE-ACCESSIONING OF AN ITEM MAY ONLY BE USED FOR THE CONSERVATION OR ACQUISITION OF OTHER COLLECTIONS ITEMS. IN ACCORDANCE WITH CURRENT PRACTICE GENERALLY FOLLOWED BY MUSEUMS, COLLECTIONS ARE NOT RECORDED AS ASSETS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PURCHASED ADDITIONS TO THE COLLECTIONS ARE RECORDED AS EXPENSES AT THE TIME ACQUIRED. ALTHOUGH ARTIFACTS FROM THE COLLECTIONS MAY FROM TIME TO TIME BE INCORPORATED INTO EXHIBITS, THE MUSEUM'S EXHIBITS THEMSELVES ARE NOT CONSIDERED PART OF ITS COLLECTIONS AND MAY BE CAPITALIZED UNDER THE MUSEUM'S PROPERTY, PLANT, AND EQUIPMENT POLICIES. HOWEVER, ARTIFACTS AND ARTWORKS WITH A VALUE OF $250,000 OR GREATER ACQUIRED SPECIFICALLY FOR INCORPORATION INTO AN EXHIBIT AND CAPITALIZED AS PART OF THAT EXHIBIT MAY BE FORMALLY ACCESSIONED INTO THE MUSEUM'S COLLECTIONS IN ORDER TO BE AFFORDED THE PROTECTIONS OF THE MUSEUM'S COLLECTIONS MANAGEMENT POLICY. PART III, LINE 4: THE MUSEUM'S COLLECTIONS ARE USED PRIMARILY FOR EDUCATIONAL ACTIVITIES, ENCOMPASSING INTERERETATIONS, DISCOVERY SPACES, EXHIBITS, LECTURES, CLASSES, DEMONSTRATIONS, REFERENCE SERVICE, OR OTHER PROGRAMS. THE MUSEUM ALSO HAS A HISTORICAL AND ARCHIVAL COLLECTION THAT DOCUMENTS THE IMPORTANT AND RICH HISTORY OF THE INSTITUTION. THE COLLECTIONS DEPARTMENT PROVIDES PROFESSIONAL STEWARDSHIP FOR ARTIFACTS THAT ARE TEMPORARILY IN THE CUSTODY OF THE MUSEUM THROUGH LOANS AND/OR TEMPORARY EXHIBITIONS. COLLECTIONS CONSIST OF: NATURAL SCIENCES - 20,000 ITEMS; CULTURAL/PHYSICAL SCIENCE - 5,000 ITEMS; ARTWORK - 2,000 ITEMS; INSTITUTIONAL HISTORY- 3,000 ITEMS; ARCHIVES - 1,100 LINEAR FEET. LIVING COLLECTIONS INCLUDE APPROXIMATELY 250 INDIVDUAL ANIMALS AND/OR COLONIES REPRESENTING 150 SPECIES EITHER ON ONGOING EXHIBIT OR USED IN PERIODIC EDUCATIONAL DEMONSTRATIONS. THE MUSEUM ALSO PARTICIPATES IN ENDANGERED SPECIES BREEDING AND CARE OF INJURED ANIMALS WHICH CANNOT BE RE-RELEASED INTO THE WILD. PART V, LINE 4: THE MUSEUM'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS ("QUASI-ENDOWMENTS"). THE ENDOWMENT CONSISTS OF 119 INDIVIDUAL DONOR RESTRICTED FUNDS AND 25 QUASI-ENDOWMENT FUNDS USED FOR A VARIETY OF PURPOSES. THESE USES (AS % OF TOTAL VALUE) INCLUDE: UNRESTRICTED/GENERAL OPERATIONS - 18%, EXHIBIT CONSTRUCTION AND MAINTENANCE - 26%, PROGRAM SUPPORT - 36%, MIXED USE (PRIMARILY EXHIBITS AND PROGRAMS JOINTLY) - 13%, OTHER (INCLUDING LIBRARY, ACCESS, AND INTERNSHIPS) -8%. PART X, LINE 2: THE MUSEUM'S FOOTNOTE DISCLOSURE WITH RESPECT TO FIN 48 IS AS FOLLOWS: THE MUSEUM IS EXEMPT FROM INCOME TAXATION ON ACTIVITIES RELATED TO ITS CHARITABLE PURPOSES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS QUALIFIED TO RECEIVE TAX-DEDUCTIBLE GIFTS AND BEQUESTS UNDER THE U.S. TAX CODE. THE MUSEUM IS SUBIECT TO TAX ON INCOME FROM ANY BUSINESS IT CONDUCTS WHICH IS UNRELATED TO ITS CHARITABLE PURPOSES. THESE ACTIVITIES GENERALLY INCLUDE EVENT AND CONFERENCE SERVICES REVENUE FOR EVENTS OF A PURELY SOCIAL NATURE, RENTAL INCOME FROM PARKING SPACES IN THE MUSEUM'S GARAGE, INVESTMENT INCOME FROM CERTAIN ENDOWMENT INVESTMENTS, AND TICKET INCOME FROM NON-SCIENTIFIC OFFERINGS IN THE MUSEUM'S PLANETARIUM AND OMNI THEATER. THE MUSEUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS ON THE BASIS OF WHETHER IT IS MORE LIKELY THAN NOT THAT POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN WILL BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE MUSEUM CONSIDERS ITS STATUS AS A TAX-EXEMPT ENTITY AND THE DETERMINATION OF INCOME AS RELATED OR UNRELATED TO ITS EXEMPT PURPOSE TO BE ITS ONLY SIGNIFICANT INCOME TAX POSITIONS, AND HAS DETERMINED THAT SUCH POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE MUSEUM IS NOT CURRENTLY UNDER INCOME TAX EXAMINATION BY ANY JURISDICTION. THE MUSEUM'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. THE MUSEUM IS ALSO RESPONSIBLE FOR CALCULATING, COLLECTING, AND REMITTING OTHER TAXES THAT ARE OTHER THAN BASED ON INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMORTIZATION OF LIABILITY 347,997. CHANGE IN VALUE OF SPLIT INTERESTS 1,328,755. ROUNDING VARIANCES -2,920. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF CAPITAL ASSETS ON LINE 7C(II) -744,457. FUNDRAISING EXPENSES ON LINE 8B -479,326. COST OF GOODS SOLD ON LINE 10B -2,534,404. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF CAPITAL ASSETS REPORTED IN PART VIII, LINE 7C(II) 744,457. FUNDRAISING EXPENSES ON LINE 8B 479,326. COST OF GOODS SOLD ON LINE 10B 2,534,404. ROUNDING VARIANCES -1,017. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SUPPORT FOR TRAVELING EXHIBITION -25790 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 35489362 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 12734577 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SUPPORT FOR TRAVELING EXHIBITION 112397 NORTH AMERICA 0 0 PROGRAM SERVICES SUPPORT FOR TRAVELING EXHIBITION 8580 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL TO CONFS & PEER INSTITUTIONS 78319 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL TO CONFS & PEER INSTITUTIONS 4605 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL TO CONFS & PEER INSTITUTIONS 3430 0 0 0 0 0 0 48405480 0 48405480 1 0 1 1 1 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART L, LINE 3 PROGRAM SERVICES - SUPPORT FOR TRAVELING EXHIBIT: THE MUSEUM HAS DEVELOPED THE SCIENCE OF PIXAR TRAVELING EXHIBITION, AND IS TOURING TWO COPIES, ONE WITHIN THE US AND ONE INTERNATIONALLY. MUSEUM STAFF AND CONTRACTORS TRAVEL TO HOST SITES FOR EXHIBIT INSTALLATION, MAINTENANCE, AND DE-INSTALLATION AS THE EXHIBIT MOVES FROM SITE TO SITE. COST REPORTED HERE ALSO INCLUDE MAINTENANCE AND OTHER ACTIVITIES CONDUCTED WITHIN THE US IN SUPPORT OF THE INTERNATIONAL TOUR. PROGRAM SERVICES- TRAVEL TO CONFERENCES & PEER INSTITUTIONS: (STAFF PROFESSIONAL DEVELOPMENT AND PROGRAM DISSEMINATION): AS THE MUSEUM EXPANDS ITS PROGRAMMING INTERNATIONALLY, STAFF ARE INCREASINGLY CALLED UPON TO TRAVEL TO MEETINGS AND CONFERENCES IN OTHER COUNTRIES, AND TO VISIT PEER INSTITUTIONS TO REVIEW PROGRAMS AND EXHIBITS WHICH MAY POTENTIALLY INFORM THE MUSEUM'S OWN OFFERINGS. STAFF ALSO INTRODUCE OTHER INSTITUTIONS TO PROGRAMS AND MATERIALS THE MUSEUM HAS DEVELOPED. FINALLY, STAFF MAY TRAVEL INTERNATIONALLY TO PERFORM RESEARCH TO INFORM THE CONTENT OF EXHIBITS IN DEVELOPMENT OR TO MEET WITH NON-US EXHIBIT DEVELOPERS AND FABRICATORS. COSTS ASSOCIATED WITH SUCH TRAVEL ARE ACCOUNTED FOR UNDER THE SAME ACCOUNTABLE PLAN AS THE MUSEUM'S DOMESTIC TRAVEL. PROGRAM SERVICES- MEETINGS WITH VENDORS: MUSEUM STAFF SOMETIMES TRAVELS TO CONSULT WITH NON-US-BASED VENDORS. X X X X X X X 1 ACCESSIO STRATEGIES PO BOX 74 PORTSMOUTH NH 03802 FUNDRAISING COUNSEL 0 0 198000 -198000 STEEGETHOMSON COMMUN 230 S BROAD ST SUITE 200 PHILADELPHIA PA 19102 DIRECT MAIL/E-MAIL 0 0 87675 -87675 ECITY INTERACTIVE 1635 MARKET ST 19TH FLOOR PHILADELPHIA PA 19103 DIRECT MAIL/E-MAIL 0 0 6350 -6350 M&R STRATEGIC SERVIC 1101 CONNECTICUT AVE NW 7TH FLOOR WASHINGTON DC 20036 DIRECT MAIL/E-MAIL 0 0 176811 -176811 468836 -468836 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY AS DC GALA 639025 639025 94504 20509 320729 MTN CLIMB CHALLENGE 120500 120500 1 1300 1300 13993 29591 760825 759525 1300 108497 20509 350320 479326 -478026 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE MUSEUM'S USE OF EXTERNAL FUNDRAISERS MAY, IN ANY GIVEN YEAR, CONSIST OF A) GENERAL FUNDRAISING COUNSEL, WHOSE WORK IS GENERALLY TOO INTEGRATED INTO THE MUSEUM'S OVERALL ADVANCEMENT FUNCTION TO HAVE "GROSS RECEIPTS" AMUNTS SPECIFICALLY ASSIGNED ; B) DIRECT-MAIL COMPANIES, WHOSE WORK RANGES FROM SIMPLE LARGE-SCALE MAILING OF MATERIALS DEVELOPED AND PRODUCED BY THE MUSEUM ITSELF TO A MORE DIRECT INVOLVEMENT IN THE DESIGN AND CREATION OF THE SOLICITATION MATERIALS; AND C) TELEMARKETERS/TEXT-MESSAGERS. AGREEMENTS WITH OUTSIDE FUNDRAISERS GENERALLY PROVIDE FOR INVOICING OF THE MUSEUM BASED ON SOLICITAITONS MADE, RATHER THAN WITHHOLDING OF AMOUNTS FROM FUNDS RAISED. EXCEPTIONS OCCUR WHEN THE FUNDRAISER PROVIDEDS A WEB PORTAL FOR DONORS, IN WHICH CASE A FEE IS WITHHELD FROM THE DONATION AND THE PROCEEDS FORWARDED TO THE MUSEUM. 1 MUSEUM OF LIFE & SCIENCE 433 W MURRAY AVE DURHAM NC 27704 560938434 501(C)(3) 20096 0 FED'L SUBAWARDS: BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI., CITIZEN SCI, CIVICS, AND RESILIENT COMMUNITIES EDTOGETHER INC 65 COMMONWEALTH AVE APT 4B BOSTON MA 02116 812550548 501(C)(3) 18758 0 FED'L SUBAWARDS: APPRAISAL IN DIVERSE POPULATIONS: PILOT RESEARCH ABOUT INTERSECTIONAL IDENTITY IN SCIENCE EXHIBITS ARIZONA STATE UNIVERSITY PO BOX 876011 TEMPE AZ 852876011 860196696 GOV'T 15128 0 FED'L SUBAWARDS: CHEMATTITUDES,BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI. ROCKMAN ET AL INC 2203 MCGEE AVE BERKELEY CA 94703 943400371 501(C)(3) 12865 0 FED'L SUBAWARDS: BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI., CITIZEN SCI, CIVICS, AND RESILIENT COMMUNITIES NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 041679980 501(C)(3) 10135 0 FED'L SUBAWARD: CITIZEN SCIENCE, CIVICS, AND RESILIENT COMMUNITIES (CSCRC) SCIENCENTER 601 FIRST ST ITHACA NY 14850 222470652 501(C)(3) 9750 0 FED'L STIPEND: INTERDISCIPLINARY PERSPECTIVES ON IMAGINATION IN INFORMAL STEM ENVIRONMENTS DA VINCI SCIENCE CENTER 3145 HAMILTON BLVD BYPASS ALLENTOWN PA 18103 232824084 501(C)(3) 8250 0 EIE FAMILIES STEM EVENT PILOT GREAT LAKES SCIENCE CENTER 601 ERIESIDE AVE CLEVELAND OH 44114 311258416 501(C)(3) 8000 0 FED'L SUBAWARDS: BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI., CITIZEN SCI, CIVICS, AND RESILIENT COMMUNITIES EXPLORA SCIENCE CENTER AND CHILDRENS MUSEUM OF ALBUQUERQUE 1701 MOUNTAIN ROAD NW ALBUQUERQUE NM 87104 850442062 501(C)(3) 8000 0 FED'L SUBAWARDS: BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI., CITIZEN SCI, CIVICS, AND RESILIENT COMMUNITIES BISBEE SCIENCE EXPLORATION AND RESEARCH CENTER PO BOX 375 BISBEE AZ 85603 832355488 501(C)(3) 8000 0 FED'L SUBAWARDS: BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI., CITIZEN SCI, CIVICS, AND RESILIENT COMMUNITIES THEWORKS OHIO CENTER FOR HISTORY ART & TECHNOLOGY 55 SOUTH FIRST STREET NEWARK OH 43055 311395941 501(C)(3) 8000 0 FED'L SUBAWARDS: BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI., CITIZEN SCI, CIVICS, AND RESILIENT COMMUNITIES MEMPHIS MUSEUMS INC 3050 CENTRAL AVENUE MEMPHIS TN 38111 620801926 501(C)(3) 8000 0 FED'L SUBAWARDS: BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI., CITIZEN SCI, CIVICS, AND RESILIENT COMMUNITIES MCWANE SCIENCE CENTER 200 19TH ST NORTH BIRMINGHAM AL 35203 581933712 501(C)(3) 8000 0 FED'L SUBAWARDS: BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI., CITIZEN SCI, CIVICS, AND RESILIENT COMMUNITIES ORLANDO SCIENCE CENTER 777 E PRINCETON STREET ORLANDO FL 32803 590896343 501(C)(3) 8000 0 FED'L SUBAWARDS: BUILDING CAPACITY FOR CO-CREATED PUBLIC ENGAGEMENT W/SCI., CITIZEN SCI, CIVICS, AND RESILIENT COMMUNITIES CHILDREN'S MUSEUM OF PITTSBURGH 10 CHILDRENS WAY ALLEGHENY SQ PITTSBURGH PA 15212 251379704 501(C)(3) 6716 0 FED'L SUBAWARD: EXHIBIT APPRAISAL AND DIVERSE POPULATIONS: PILOT RESEARCH ABOUT INTERSECTIONAL AND SCIENCE IDENTITIES IN SCIENCE EXHIBITS AURORA CONSULTING 2429 NICOLLET AVE FL 2 MINNEAPOLIS MN 55404 814366651 - 5879 0 FED'L SUBAWARD: BUILDING CULTURALLYRESPONSIVE EVALUATION 15 1 ADMISSION FEE WAIVERS 16796 103095 RETAIL PRICE FEE WAIVER TEACHER AND OTHER STIPENDS 266 148598 HUMAN SUBIECT COMPENSATION 2094 52362 PART I, LINE 2: CASH GRANTS: THE MUSEUM'S CASH AWARDS FALL INTO THREE CATEGORIES. A) SUBAWARDS UNDER GRANTS - THESE ARE MONIES PASSED THROUGH TO INSTITUTIONS WHO HAVE APPLIED FOR GOVERNMENT AND PRIVATE GRANTS JOINTLY WITH THE MUSEUM. THE MUSEUM MONITORS THE SUBAWARDEES' USE OF FUNDS IN ACCORDANCE WITH THE REGULATIONS GOVERNING SUCH GRANTS AND THE ADEQUACY OF THIS MONITORING IS AUDITED ANNUALLY UNDER THE PROVISIONS OF 2 CFR 200. B) PRIZES AND AWARDS - THE MUSEUM ADMINISTERS TWO MAJOR ANNUAL AWARDS FOR THE RECOGNITION OF SCIENTIFIC PUBLICATION AND COMMUNICATION. THE MUSEUM ALSO HOSTS REFEREED STUDENT COMPETITIONS FOR WHICH CASH PRIZES ARE AWARDED. AS ALL THESE AWARDS ARE HONORARIA, MONITORING OF THEIR USE IS NOT APPLICABLE. C) STIPENDS - THESE ARE PAYMENTS TO PARTICIPANTS IN PROFESSIONAL DEVELOPMENT WORKSHOPS OFFERED BY THE MUSEUM, OR IN PILOT TESTING OF MUSEUM PRODUCTS AND PROGRAMS. AS THESE PAYMENTS ARE SIMPLE FLAT STIPENDS BASED ON NUMBER OF WORKSHOP DAYS, OR ON PILOT TEST MILESTONES, MONITORING OF THEIR USE IS NOT APPLICABLE. NON-CASH GRANTS: THE MUSEUM ALSO PROVIDES SUBSTANTIAL NON-CASH "SCHOLARSHIPS" FOR REDUCED-FEE OR NO-FEE PARTICIPATION IN MUSEUM PROGRAMS FOR WHICH A FEE IS USUALLY CHARGED. FOR THESE TRANSACTIONS, NO FUNDS ARE DISBURSED TO THE GRANTEE; THEY ARE SIMPLY CHARGED LESS, OR NOT AT ALL, FOR THE PROGRAM ATTENDED. ELIGIBILITY IS DETERMINED IN A NUMBER OF WAYS, DEPENDING ON THE NATURE OF THE GRANTEE. SCHOOLS ARE EVALUATED BASED ON LOCATION IN UNDER-SERVED NEIGHBORHOODS OR BY PERCENTAGE OF FREE/REDUCED LUNCH PROGRAM STUDENTS. COMMUNITY GROUPS ARE EVALUATED ON THE BASIS OF CHARITABLE STATUS. INDIVIDUAL GRANTEES ARE EVALUATED ON THE BASIS OF INCOME OR RESIDENCE IN UNDER-SERVED AREAS. AS THE OPERATION OF THESE NON-CASH AWARDS IS ENTIRELY INTERNAL TO THE MUSEUM, MONITORING THE USE OF THE FUNDS IS ALSO ENTIRELY INTERNAL AND ACCOMPLISHED THROUGH THE MUSEUM'S OWN ACCOUNTING SYSTEM. X X X X X X 1 0 0 0 0 0 0 1 0 TIMOTHY RITCHIE PRESIDENT 455673 0 0 0 3208 0 16925 0 603 0 476409 0 0 0 TODD SPERRY CHIEF MARKETING OFFICER 290787 0 5833 0 425 0 15007 0 126 0 312178 0 0 0 ANDREW J RUSSELL CHIEF ADVANCEMENT OFFICER 271310 0 6100 0 283 0 10734 0 20709 0 309136 0 0 0 CHRISTINE A REICH CHIEF LEARNING OFFICER 253620 0 5100 0 364 0 13973 0 0 0 273057 0 0 0 SEVERINE J IMBERT DE SMIRNOFF CHIEF OF STAFF 207560 0 4842 0 20719 0 13947 0 18649 0 265717 0 0 0 YUISA PREZ CHIEF PEOPLE OFFICER 222420 0 4692 0 328 0 5589 0 20860 0 253889 0 0 0 HEATHER R GUNSALLUS VP, STEM 235316 0 4728 0 331 0 10743 0 0 0 251118 0 0 0 PAUL J IPPOLITO VP, FACILITIES AND BUILDING OPS 189946 0 3876 0 731 0 14233 0 13994 0 222780 0 0 0 ZACHARY DOLLAR SENIOR DIRECTOR, RELATIONS 173643 0 6320 0 142 0 7416 0 18621 0 206142 0 0 0 KARA J PETERSON SENIOR DIRECTOR, MARKETING 166862 0 3570 0 349 0 10128 0 20860 0 201769 0 0 0 CAMERON F LOGAN PHD CHIEF DIGITAL OFFICER 39966 0 3972 0 154078 0 0 0 3209 0 201225 0 0 0 INSOO HYUN DIR, CTR. FOR LIFE SCIENCES 163524 0 3672 0 350 0 1027 0 24657 0 193230 0 0 0 YASMINA M BLAISE SVP, FINANCE 164004 0 3600 0 120 0 8030 0 0 0 175754 0 0 0 BRIAN J THERRIEN SVP, FINANCE (UNTIL JULY 2022) 126533 0 10240 0 17514 0 9044 0 339 0 163670 0 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEE OF THE MUSEUM'S BOARD MEETS TWICE YEARLY, ONCE IN THE SPRING AND ONCE IN THE LATE SUMMER OR EARLY FALL. THE FIRST MEETING IS FOCUSED ON ESTABLISHING A RECOMMENDATION TO THE FINANCE COMMITTEE THAT BUDGETS FOR THE UPCOMING FISCAL YEAR'S MUSEUM-WIDE MERIT INCREASE POOL. THE SECOND MEETING IS FOCUSED ON THE REVIEW OF THE PERFORMANCE OF KEY EMPLOYEES AND OTHER SENIOR LEADERSHIP STAFF FOR THE PRIOR YEAR AND TO APPROVE THE RECOMMENDATIONS OF THE PRESIDENT FOR ANY SALARY INCREASES. IN ADDITION, THE COMMITTEE REVIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENDT AND RECOMMENDS ANY ADJUSTMENT TO COMPENSATION IF WARRANTED. IN ORDER TO DO THIS IN FULLY KNOWLEDGEABLE MANNER, THE COMMITTE ANNUALLY REVIEWS INFORMATION OBTAINED BY THE CHIEF PEPOPLE OFFICER THOUGH A VARIETY OF RESOURCES. THESE RESOURCES INCLUDE AN OUTSIDE SURVEY GROUP USED TO BENCHMARK EACH OF THE SENIOR MANAGEMENT POSITIONS INCLUDING THE PRESIDENT AGAINST LOCAL NON-PROFIT ORGANIZATIONS THAT ARE OF SIMILAR SIZE. IN ADDITION, THE MUSEUM USES PUBLIC RESOURCES SUCH AS GUIDESTAR TO ACCESS SALARIES OF KEY PEOPLE IN MUSEUMS LOCATED IN METROPOLITAN AREAS. FINALLY, THE MUSEUM PARTICIPATES IN AND RECEIVES INFORMATION FORM LOCAL AND REGIONAL SALARY SURVEYS OF OTHER MUSEUMS IN NEW ENGLAND. THIS PROCESS GIVES A CLEAR PICTURE OF LOCAL, REGIONAL, AND NATIONAL SALARY LEVELS FOR ITS SENIOR MANAGEMENT. THE COMPENSATION COMMITTEE REVIEWS THIS INFORMATION IN ADDITION TO THE HISTORY OF COMPENSATION INCREASES, OVERALL PERFORMANCE OF THE INDIVIDUAL AND OF THE MUSEUM PRIOR TO APPROVING OR MAKING RECOMMENDATIONS FOR COMPENSATION INCREASES. PART I, LINE 4A ON 2/09/2022, CAMERON LOGAN MUTUALLY DEPARTED FROM MOS WITH A SETTLEMENT AGREEMENT FOR 6 MONTHS TOTALING $150,000. ON 4/27/2022, MARGO SMITH MUTUALLY DEPARTED FROM MOS WITH A SETTLEMENT AGREEMENT FOR 6 WEEKS TOTALING $26,630.40. PART I, LINE 7 THE BONUSES SHOWN IN COLUMN B(II) REPRESENT DISCRETIONARY (NON-CONTRACTUAL) PAYMENTS. X 18 670855 MARKET (HI/LO) X 10 100 RETAIL PRICE X LAPTOPS/CARTS/DOCKS 150 209906 RETAIL PRICE X REPTILE ENCLOSURE 1 4830 RETAIL PRICE 0 0 1 0 PART I, LINE 32B: IN ALL INSTANCES IN THIS SCHEDULE, FIGURES IN COLUMN (B) REPRESENT NUMBER OF CONTRIBUTIONS, EVEN WHERE A SINGLE CONTRIBUTION MAY INCLUDE MULTIPLE ITEMS. IN ADDITION TO THE DONATED PROPERTY REPORTED IN THIS SCHEDULE, THE MUSEUM BENEFITS FROM THE TIME CONTRIBUTED BY OVER 200 VOLUNTEERS (NOT INCLUDING BOARD MEMBERS). THIS YEAR, THESE VOLUNTEERS CONTRIBUTED 203 HOURS (0 FTES), WITH AN EQUIVALENT VALUE OF $174,000. FORM 990, PART VI, SECTION B, LINE 11B THE MUSEUM'S FORM 990 IS PREPARED BY THE STAFF OF THE ACCOUNTING DEPARTMENT AND REVIEWED BY THE INTERIM VP FINANCE. IT IS ALSO REVIEWED AND ANALYZED BY THE MUSEUM'S OUTSIDE AUDITORS. IT IS THEN PRESENTED TO THE AUDIT AND RISK MANAGEMENT COMMITTEE OF THE MUSEUM'S BOARD FOR FURTHER REVIEW AND APPROVAL. AFTER AUDIT COMMITTEE APPROVAL, THE FINAL VERSION OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE MUSEUM'S BOARD BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C UPON ELECTION/HIRING, AND ANNUALLY THEREAFTER, ALL MUSEUM TRUSTEES, ADVISORS (AN ADVISORY BUT NON-GOVERNING BODY), AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM WHICH SOLICITS DETAILED INFORMATION ABOUT ASSOCIATIONS WITH COMPANIES, ORGANIZATIONS, AND EACH OTHER WHICH MAY REPRESENT A CONFLICT OF INTEREST WITH RESPECT TO THE MUSEUM. THE FORMS ARE REVIEWED AT LEAST ANNUALLY BY BOTH THE ASSISTANT CONTROLLER, RF & COMPLIANCE AND INTERIM VP FINANCE TO IDENTIFY ANY REPORTED CONFLICTS WHICH MAY REQUIRE DISCLOSURE AND/OR FURTHER FOLLOW-UP. USING PUBLICLY AVAILABLE SOURCES, ADDITIONAL RESEARCH IS UNDERTAKEN BY MUSEUM STAFF TO IDENTIFY BUSINESS AND ORGANIZATIONAL ASSOCIATIONS WHICH WERE NOT REPORTED ON THE CONFLICT OF INTEREST FORMS. WITH RESPECT TO BUSINESS RELATIONSHIPS BETWEEN THE MUSEUM AND COMPANIES ASSOCIATED WITH TRUSTEES OR KEY EMPLOYEES, IT IS THE MUSEUM'S POLICY TO SUBJECT SUCH COMPANIES TO THE SAME PROCUREMENT POLICIES, PROCEDURES, AND REQUIREMENTS AS IT APPLIES TO OTHER, NON-RELATED, FIRMS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE MUSEUM'S BOARD MEETS TWICE YEARLY, ONCE IN SPRING AND ONCE IN THE LATE SUMMER OR EARLY FALL. THE FIRST MEETING IS FOCUSED ON ESTABLISHING A RECOMMENDATION TO THE FINANCE COMMITTEE THAT BUDGETS FOR THE UPCOMING FISCAL YEAR'S MUSEUM-WIDE MERIT INCREASE POOL. THE SECOND MEETING IS FOCUSED ON THE REVIEW OF THE PERFORMANCE OF KEY EMPLOYEES AND OTHER SENIOR LEADERSHIP STAFF FOR THE PRIOR YEAR AND TO APPROVE THE RECOMMENDATIONS OF THE PRESIDENT FOR ANY SALARY INCREASES. IN ADDITION, THE COMMITTEE REVIEWS THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT AND RECOMMENDS ANY ADJUSTMENT TO COMPENSATION IF WARRANTED. IN ORDER TO DO THIS IN A FULLY KNOWLEDGEABLE MANNER, THE COMMITTEE ANNUALLY REVIEWS INFORMATION OBTAINED BY THE CHIEF PEOPLE OFFICER THOUGH A VARIETY OF RESOURCES. THESE RESOURCES INCLUDE AN OUTSIDE SURVEY GROUP USED TO BENCHMARK EACH OF THE SENIOR MANAGEMENT POSITIONS INCLUDING THE PRESIDENT AGAINST LOCAL NON-PROFIT ORGANIZATIONS THAT ARE OF A SIMILAR SIZE. IN ADDITION, THE MUSEUM USES PUBLIC RESOURCES SUCH AS GUIDESTAR TO ACCESS SALARIES OF KEY PEOPLE IN MUSEUMS LOCATED IN METROPOLITAN AREAS. FINALLY THE MUSEUM PARTICIPATES IN AND RECEIVES INFORMATION FROM LOCAL AND REGIONAL SALARY SURVEYS OF OTHER MUSEUMS IN NEW ENGLAND. THIS PROCESS GIVES A CLEAR PICTURE OF LOCAL, REGIONAL, AND NATIONAL SALARY LEVELS FOR ITS SENIOR MANAGEMENT. THE COMPENSATION COMMITTEE REVIEWS THIS INFORMATION IN ADDITION TO THE HISTORY OF COMPENSATION INCREASES, OVERALL PERFORMANCE OF THE INDIVIDUAL AND OF THE MUSEUM PRIOR TO APPROVING OR MAKING RECOMMENDATIONS FOR COMPENSATION INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S FINANCIAL STATEMENTS, FORM 990, AND OTHER KEY DOCUMENTS ARE AVAILABLE IN EITHER HARD COPY OR ELECTRONICALLY UPON REQUEST. FORM 990 IS ALSO AVAILABLE THROUGH PUBLICLY ACCESSIBLE WEBSITES SUCH AS GUIDESTAR.ORG. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MUSEUM'S WEBSITE AT HTTP://WWW.MOS.ORG/ANNUAL-REPORTS. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,877,852. MANAGEMENT AND GENERAL EXPENSES 917,235. FUNDRAISING EXPENSES 435,945. TOTAL EXPENSES 3,231,032. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 2,633,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,633,494. SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 355,448. MANAGEMENT AND GENERAL EXPENSES 8,554. FUNDRAISING EXPENSES 3,665. TOTAL EXPENSES 367,667. SPEAKERS/ENTERTAINERS: PROGRAM SERVICE EXPENSES 484,290. MANAGEMENT AND GENERAL EXPENSES 17,000. FUNDRAISING EXPENSES 38,952. TOTAL EXPENSES 540,242. MAINTENANCE AND REPAIR: PROGRAM SERVICE EXPENSES 475,490. MANAGEMENT AND GENERAL EXPENSES 24,616. FUNDRAISING EXPENSES 19,107. TOTAL EXPENSES 519,213. STAFFING AGENCY FEES: PROGRAM SERVICE EXPENSES 220,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 42,882. TOTAL EXPENSES 263,259. OTHER OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 556,174. MANAGEMENT AND GENERAL EXPENSES 362,948. FUNDRAISING EXPENSES 95,102. TOTAL EXPENSES 1,014,224. FORM 990, PART XI, LINE 9: AMORTIZATION OF LIABILITY 347,997. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,328,755. ROUNDING VARIANCES -1,983. SCIENCE MUSEUM EXHIBIT COLLABORATIVE 1 SCIENCE PARK BOSTON MA 021141099 222578949 SUPPORTING ORGANIZATION MA 501(C)(3) 509(A)(2)- TYPE I N/A 0 CHARITABLE REMAINDER UNITRUST (3) 1 SCIENCE PARK BOSTON MA 02114 CHARITABLE REMAINDER UNITRUST MA MUSEUM OF SCIENCE T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0