2024-05-15T09:27:32-05:00 2023-06-30 990 2022-07-01 231352000 THE ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA ACAD 2152991000 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 191031101 LISA MILLER VP, CFO/COO 2152991000 2024-05-14 LISA MILLER 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE ACADEMY OF NATURAL SCIENCES OF DREXEL UNIVERSITY LISA MILLER 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 191031101 31495330 0 X WWW.ANSP.ORG X 1812 PA UNDERSTAND THE NATURAL WORLD AND INSPIRE EVERYONE TO CARE FOR IT. 24 20 235 45 145691 20670 12298612 11477927 6006240 5806106 9007573 4309372 1557686 257218 28870111 21850623 873956 456939 0 0 9533893 10675592 0 0 1230140 10189771 10527432 20597620 21659963 8272491 190660 101031754 101737515 7801744 4976270 93230010 96761245 X THE MISSION IS "TO UNDERSTAND THE NATURAL WORLD AND INSPIRE EVERYONE TO CARE FOR IT." THE ACADEMY IMPLEMENTS ITS MISSION THROUGH UNDERSTANDING THE DIVERSITY OF LIFE; DEVELOPING AND APPLYING SCIENCE TO PROTECT THE ENVIRONMENT; AND INFORMING AND BUILDING A MOVEMENT OF ENVIRONMENTALLY ENGAGED COMMUNITIES FOR A HEALTHY, SUSTAINABLE AND EQUITABLE PLANET. 0 0 6876627 356813 3490645 SCIENCE DIVISION - ACADEMY SCIENTISTS CONDUCT RESEARCH AROUND THE WORLD, COLLECTING SAMPLES THAT HELP THEM DOCUMENT BIODIVERSITY, TRACE EVOLUTION AND TRACK ENVIRONMENTAL CHANGES OVER TIME. FOR OVER 200 YEARS, ACADEMY SCIENTISTS HAVE PRESERVED, CURATED, AND STUDIED WHAT IS NOW A WORLD-CLASS COLLECTION OF AN ESTIMATED 19 MILLION BIOLOGICAL SPECIMENS THAT DOCUMENTS THE HISTORY OF LIFE ON EARTH. THE ACADEMY'S ENVIRONMENTAL WORK INCLUDES A FOCUS ON UNDERSTANDING AND MANAGING THE VARIED IMPACTS OF ENVIRONMENTAL CONDITIONS ON DIVERSE HUMAN COMMUNITIES. FUNDING FOR RESEARCH COMES FROM FEDERAL, STATE, AND LOCAL GOVERNMENTAL AGENCIES AND FOUNDATIONS. THROUGH FESTIVALS (SUCH AS OUR POPULAR BUG FEST), MEMBERS' NIGHT, BEHIND-THE-SCENES TOURS, POPULAR PUBLICATIONS, AND PUBLIC PROGRAMS (INCLUDING THE ACADEMY TOWN SQUARES AND CONVERSATIONS), SCIENTISTS SHARE THEIR DISCOVERIES, ENABLING COLLEAGUES, VISITORS, AND MEMBERS TO GAIN FURTHER INSIGHT INTO EARTH'S ENVIRONMENTAL PROCESSES AND HOW TO MAINTAIN A SUSTAINABLE FUTURE. ACADEMY SCIENTISTS CONTINUE TO PRODUCE SCIENTIFIC PUBLICATIONS AND CULTIVATE OUR COLLECTIONS, WHICH ARE UTILIZED BY SCIENTISTS AROUND THE WORLD, BY TRAVELING ON FIELD TRIPS AND EXPEDITIONS FOR RESEARCH. THE ACADEMY AND DREXEL UNIVERSITY'S JOINT PROGRAM BIODIVERSITY, EARTH AND ENVIRONMENTAL SCIENCE (BEES) HAS GROWN WITH MANY NEW PROJECTS ON THE HORIZON AS WE CONTINUE TO BE THE EPICENTER OF DISCOVERY. DIGITIZING THE COLLECTIONS, SEARCHING FOR GENETIC CLUES TO BIODIVERSITY, AND UNDERSTANDING ENVIRONMENTAL CHANGES IN LOCAL WETLANDS AND WATERSHEDS, ACADEMY SCIENTISTS CONTINUE TO BE THE LEADING RESEARCHERS IN NATURAL SCIENCES. 7230968 97126 2251155 PUBLIC EDUCATION - THE ACADEMY BRINGS NATURAL SCIENCE TO LIFE THROUGH THREE FLOORS OF ENGAGING PERMANENT EXHIBITS THAT INCLUDE OUR HISTORIC DIORAMAS AND DINOSAUR HALL AS WELL AS THE CHILDREN'S NATURE DISCOVERY CENTER, OUTSIDE IN, THAT FACILITATES HANDS-ON EXPERIENCES WITH LIVE ANIMALS. WHILE VISITATION TO THE ACADEMY IS STILL REBOUNDING FROM THE EFFECTS OF THE GLOBAL COVID-19 PANDEMIC, WE WELCOMED MORE THAN 80,000 VISITORS IN THE FISCAL YEAR 2023. THIS PAST SUMMER, THE NUMBER OF GROUP VISITS FOR SUMMER CAMPS CONTINUED TO INCREASE, AND THE ATTENDEES IN THE ACADEMY'S POPULAR EXPLORERS CAMP ROSE SIGNIFICANTLY. THE ACADEMY CONTINUES TO OFFER EXCITING NEW INITIATIVES AIMED AT TAKING OUR VISITOR EXPERIENCE TO THE NEXT LEVEL. IN FISCAL YEAR 2023, WE CONTINUED TO COLLABORATE WITH DREXEL FACULTY ON THE MUSEUM INNOVATION FUND, A PROJECT THAT INSPIRES EXPERIMENTATION WITH THE ACADEMY AS A SPACE FOR NEW APPROACHES TO MUSEUMS AND PUBLIC ENGAGEMENT. FOR BIODIVERSITY YEAR 2023, THE ACADEMY PRESENTED TWO EXHIBITIONS IN THE WILLIAM B. DIETRICH GALLERY. MICRCOSCULPTURE: THE INSECT PORTRAITS OF LEVON BISS PRESENTED VISITORS WITH ASTOUNDING LARGE-SCALE PRINTS OF THE MICROPHOTOGRAPHY OF INSECTS TO HIGHLIGHT THEIR EVOLUTIONARY TRAITS AND GENERATE AWARENESS OF THREATS TO ALARMING INSECT BIODIVERSITY LOSS. WE ALSO PRESENTED TWO IN-HOUSE DEVELOPED EXHIBITIONS ON THE OBSERVATION OF BIRDS. WHILE CONVERSATIONS WITH BIRDS IN OUR SPECIAL EXHIBITION GALLERY HIGHLIGHTED THE ROLE OF CITIZEN SCIENCE IN ADVANCING BOTH THE PUBLIC AND SCIENTIFIC UNDERSTANDING AND STEWARDSHIP OF BIRDS; ILLUMINATING BIRDS: DRAWING AS A WAY OF KNOWING IN THE DIETRICH GALLERY HIGHLIGHTED THE ROLE OF ILLUSTRATION IN THE HISTORY OF ORNITHOLOGY AS A FIELD AND ITS CONTINUED IMPORTANCE IN THE APPRECIATION AND ADVANCEMENT OF KNOWLEDGE OF OUR AVIAN COMPANIONS. WE ALSO PRESENTED THE BEAUTIFULLY CONCEIVED AND DESIGNED EXHIBITION SKIN: LIVING ARMOR, EVOLVING IDENTITY FROM THE CALIFORNIA ACADEMY OF SCIENCES ON THE FASCINATING ORGAN SKIN AND ITS FUNCTION ACROSS A DIVERSITY OF ANIMALS HUMANS INCLUDED. PUBLIC PROGRAMMING SUCH AS THE ACADEMY TOWN SQUARE SERIES; SPEAKER SERIES; DINOS AFTER DARK AND FESTIVALS SUCH AS THE BELOVED BUG FEST ANIMATED THE PUBLIC EXPERIENCE THROUGHOUT THE YEAR. THE COMMUNITY LEARNING DIVISION CONTINUES TO CREATE COMMUNITY-CENTERED INITIATIVES THAT MOBILIZE ENVIRONMENTAL JUSTICE LEADERS AND CIVICALLY MINDED INDIVIDUALS. PARTNERING WITH COMMUNITIES ACROSS THE CITY, THE ACADEMY PROVIDE SCIENCE-INFUSED CURRICULUM TO SCHOOLS AND EDUCATORS, SUPPORT PROFESSIONAL DEVELOPMENT WITHIN A NETWORK OF EDUCATORS, AND CREATE PROGRAMS FOR STUDENTS THAT PROMOTE ENVIRONMENTAL JUSTICE. THE NEWLY FORMED DEPARTMENT OF COMMUNITY SCIENCE WORKS IN PARTNERSHIP WITH DREXEL'S ENVIRONMENTAL COLLABORATORY TO IDENTIFY AND DELIVER FUNDED PROJECTS IN WHICH INDIVIDUALS AND COMMUNITIES' PARTNER WITH SCIENTISTS TO ANSWER AND ADDRESS REAL-WORLD ENVIRONMENTAL QUESTIONS. DRAWING ON THE ACADEMY'S UNIQUE ATTRIBUTES - INCLUDING ITS SCIENTISTS, COLLECTIONS, AND RELATIONSHIP WITH DREXEL, THE EDUCATION LEARNING AND DEVELOPMENT DEPARTMENT CREATES PROGRAMS AND CURRICULA IN SUPPORT OF LIFELONG LEARNING. THE ACADEMY'S CENTER FOR STEAM EQUITY WORKS IN PARTNERSHIP WITH DREXEL (IN PARTICULAR THE SCHOOL OF EDUCATION) TO ADDRESS SOCIAL INEQUITY THROUGH STEAM TEACHING AND LEARNING BY CONDUCTING, CATALYZING AND SUPPORTING COMMUNITY-BASED RESEARCH. AMONG THESE EFFORTS, THE NATIONALLY RECOGNIZED AND AWARD-WINNING WOMEN IN NATURAL SCIENCES (WINS) PROGRAM, THE LONGEST-RUNNING OF ITS KIND IN THE REGION, CONTINUES TO DELIVER AFTER-SCHOOL AND SUMMER ENRICHMENT PROGRAM FOR YOUNG WOMEN, INTRODUCING HUNDREDS OF HIGH-SCHOOL STUDENTS TO FUTURE CAREERS IN SCIENCE. OUR ENGINEERING WINS PROGRAM INFUSES WINS LESSONS WITH ENGINEERING CONTENT AND CONTINUES TO CONNECT STUDENTS WITH SCIENTISTS WHO SERVE AS MENTORS. 1195734 3000 64306 LIBRARY AND ARCHIVES - THE ACADEMY'S LIBRARY AND ARCHIVES IS INTERNATIONALLY RECOGNIZED FOR ITS RARE AND HISTORIC COLLECTION OF MORE THAN 250,000 TITLES THAT SPAN FIVE CENTURIES, AS WELL AS OVER A MILLION ITEMS, INCLUDING MANUSCRIPTS, CORRESPONDENCE, FIELD NOTEBOOKS, FILMS, JOURNALS, PHOTOGRAPHS, AND WORKS OF ART. THE LIBRARY AND ARCHIVES PROVIDES SERVICES TO BOTH A WIDE RANGE OF SCHOLARLY USERS AND THE GENERAL PUBLIC. THE DEPARTMENT FREQUENTLY HOSTS RESEARCH APPOINTMENTS, SPECIAL CLASS TOURS, AND SESSIONS WITH THE DREXEL ACADEMIC COMMUNITY, AND TOGETHER WITH CSBE AND DREXEL'S DEPT. OF HISTORY, CONVENES THE SPECIMEN-SPECIAL COLLECTIONS, IDEAS, AND MATERIALITIES OF THE ENVIRONMENT READING GROUP. ITS HOLDINGS AND SERVICES ARE REGULARLY USED BY ACADEMY SCIENTISTS, COLLECTIONS EXPERTS, AND EXTERNAL RESEARCHERS. IT ALSO PLAYS A KEY ROLE IN THE ACADEMY'S EFFORTS TO MAKE ITS COLLECTIONS AND ASSOCIATED DATA MORE WIDELY ACCESSIBLE. ITS STAFF ACTIVELY CONTRIBUTE TO THE CONCEPTION AND IMPLEMENTATION OF ACADEMY EXHIBITIONS AND PROGRAMS, AND ITS MATERIALS CONTINUE TO BE POPULARLY FEATURED IN THE MUSEUM'S OFFERINGS AND DIGITAL OUTREACH. LIBRARY & ARCHIVES IS A MEMBER OF THE CONSORTIUM FOR THE HISTORY OF SCIENCE, TECHNOLOGY, AND MEDICINE (TOGETHER WITH DREXEL UNIVERSITY LIBRARIES AND THE LEGACY CENTER); A PARTICIPATING CONTRIBUTOR OF THE BIODIVERSITY HERITAGE LIBRARY; AND AN ACTIVE PARTNER IN PACSCL - THE PHILADELPHIA AREA CONSORTIUM OF SPECIAL COLLECTIONS LIBRARIES. 15303329 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 1 X 20 0 1 235 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND NV OH OK OR PA RI SC TN UT VA WA WV WI X X DREXEL UNIVERSITY COMPTROLLER'S OF 2158951442 3141 CHESTNUT STREET STE 225 PHILADELPHIA PA 19104 JOHN A FRY BOARD TRUSTEE 2.00 45.00 X 0 2077353 157401 SCOTT COOPER PHD PRESIDENT AND CEO 40.00 2.00 X X 466394 3000 93459 DAVID RUSENKO TO 423 BOARD TRUSTEE 2.00 42.00 X 0 328610 47867 JEFFREY A BEACHELL BOARD TRUSTEE 2.00 2.00 X 0 0 0 AMY BRANCH-BENOLIEL BOARD TRUSTEE 2.00 0.00 X 0 0 0 ERICA CARPENTER PHD BOARD TRUSTEE 2.00 0.00 X 0 0 0 MAUREEN CRAIG BOARD TRUSTEE 2.00 0.00 X 0 0 0 ABBIE DEAN VICE CHAIR 2.00 2.00 X X 0 0 0 ROBERT J DELANY TREASURER 2.00 0.00 X X 0 0 0 SUZANNE EVELAND BOARD TRUSTEE 2.00 0.00 X 0 0 0 JASON FRIEDLAND BOARD TRUSTEE 2.00 0.00 X 0 0 0 MARC E GOLD BOARD TRUSTEE 2.00 0.00 X 0 0 0 DAVID E GRIFFITH CHAIR 2.00 2.00 X X 0 0 0 LATASHA HARLING BOARD TRUSTEE 2.00 0.00 X 0 0 0 JUN HUANGPU PHD TO 922 BOARD TRUSTEE 2.00 0.00 X 0 0 0 KEVIN KOWALICK BOARD TRUSTEE 2.00 0.00 X 0 0 0 RASHAAD LAMBERT BOARD TRUSTEE 2.00 0.00 X 0 0 0 SANDRA MCLEAN BOARD TRUSTEE 2.00 0.00 X 0 0 0 ALLEN J MODEL VICE CHAIR 2.00 0.00 X X 0 0 0 RON M PHILIP BOARD TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL H REED ESQ VICE CHAIR 2.00 0.00 X X 0 0 0 GERALD B RORER BOARD TRUSTEE 2.00 0.00 X 0 0 0 JOHN F SMITH III BOARD TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL K TUCKER BOARD TRUSTEE 2.00 0.00 X 0 0 0 ROBERT VICTOR SECRETARY 2.00 0.00 X X 0 0 0 SHARON L WALKER PHD F AEESP FAA BOARD TRUSTEE 2.00 40.00 X 0 451088 46117 LISA M MILLER VP, CFO/COO 40.00 0.00 X 244973 0 52657 DAVID VELINSKY VP, CENTER FOR ACADEMY SCIENCES 2.00 40.00 X 0 205901 41533 JANE TAYLOR VP, MARKETING, SALES & COM 40.00 0.00 X 172817 0 498 MARINA MCDOUGALL VP, EXPERIENCE & ENGAGEMENT 40.00 0.00 X 168151 0 21732 MAURICE BAYNARD VP, COMMUNITY LEARNING 40.00 0.00 X 155669 0 16223 JACQUELINE GENOVESI EXEC DIRECTOR, CENTER FOR STEAM 40.00 0.00 X 143446 0 15918 MEGHAN BUCCI EXEC DIRECTOR, FINANCE & ADMIN 40.00 0.00 X 127345 0 15317 JOSEPH RESNICK SR DIR TECH/INFRASTRUCTURE 40.00 0.00 X 103252 0 28554 ROLAND WALL DIRECTOR, PATRICK CENTER 40.00 2.00 X 110298 3000 26864 LINDSAY PEREZ PROGRAM DIRECTOR & EDS LEAD 40.00 0.00 X 103622 0 12708 1795967 3068952 576848 10 0 1 0 CLEAN TECH SERVICES INC 114 CHESTNUT ST PHILADELPHIA PA 19106 CLEANING SERVICES 433549 LIMBACH COMPANY LLC 175 TITUS AVENUE STE 100 WARRINGTON PA 18976 HVAC SERVICES 330287 CAPACITY INTERACTIVE CONSULTING LLC 82 NASSAU STREET 60283 NEW YORK NY 10038 PROFESSIONAL SERVICES 308251 NEW PARADISE LABORATORIES THEATER INC 747 CORINTHIAN AVENUE PHILADELPHIA PA 19130 CONSULTING SERVICES 203654 PRICEWATERHOUSECOOPERS LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 AUDIT SERVICES 189226 9 1623 329512 7103120 40000 4003672 629023 11477927 ENVIRONMENTAL RESEARCH 541700 2716599 2716599 EDUCATION & MUSEUM PRO 611600 1169823 1169823 MUSEUM ADMISSIONS 712110 1081332 1081332 SYSTEMATIC BIOLOGY RE 541700 774046 774046 ALL OTHER PROGRAM SERVICES 712110 64306 64306 5806106 1653079 1653079 28981 28981 12301000 9626999 17708 2674001 -17708 2656293 2656293 INCOME (LOSS) FROM PARTNERSHIP IN 525990 145691 145691 FACILITY SALES 531120 82546 82546 228237 21850623 5806106 145691 4420899 323759 323759 5580 5580 127600 127600 1361801 381759 874848 105194 34812 34812 7063468 5866673 728813 467982 743442 552148 140925 50369 848250 647081 148324 52845 623819 463306 118249 42264 5629 5629 98100 98100 161754 161754 978363 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1724983 6404582 820076 1754408 2411931 4433350 3470339 12890104 63028282 1684053 1595922 1139461 1897368 1682060 7998864 0 0 0 0 16329 16329 1684053 1595922 1139461 1897368 1698389 8015193 271587 2736265 1457404 4465256 14804830 14720068 18116477 21692493 19064967 88398835 0.71300 0.71560 0.09070 0.08590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 69154000 236000 4621000 3846000 70165000 73266000 1020000 -1616000 3516000 69154000 58758000 171000 17979000 3642000 73266000 61880000 209000 -24000 3307000 58758000 62198000 7000 2718000 3043000 61880000 0.02270 0.89850 0.07880 0 1 1 25850002 9583524 16266478 6079509 5199388 880121 96122 52966 43156 17189755 INVESTMENT AT NAV (PRIVATE EQUITY, REAL ESTATE, HEDGE FUNDS AND OTHER) 38552000 F 38552000 DEPOSITS 125293 POST RETIREMENT AND PENSION BENEFIT 297367 OPERATING LEASE LIABILITY 2168 DUE TO DREXEL UNIVERSITY 2000000 2424828 X 22995719 1664728 1664728 21330991 537340 -17708 519632 21850623 21140331 0 21140331 537340 -17708 519632 21659963 PART X, LINE 2: THE ACADEMY HAS BEEN GRANTED TAX EXEMPT STATUS AS A NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND, ACCORDINGLY FILES FEDERAL TAX FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), ANNUALLY. THE ACADEMY HAS FROM TIME TO TIME REPORTED UNRELATED BUSINESS INCOME FROM INVESTMENTS HELD IN THE ENDOWMENT FUND, WHEN UNRELATED BUSINESS INCOME HAS BEEN REPORTED BY THE INVESTMENT MANAGER ON SCHEDULE K-1. THE STATUTE OF LIMITATIONS ON THE ACADEMY'S U.S. FEDERAL INFORMATIONAL RETURNS REMAINS OPEN FOR THREE YEARS FOLLOWING THE YEAR THEY ARE FILED. THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ISSUED ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THE ACADEMY DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS LOSS ON DISPOSAL OF ASSET PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS LOSS ON DISPOSAL OF ASSETS PART III, LINE 1A: COLLECTIONS ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. THE ACADEMY'S COLLECTIONS ARE MADE UP OF LIBRARY HOLDINGS, SCIENTIFIC SPECIMENS, MINERALS, GEMS, EXHIBITS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART III, LINE 4: THE ACADEMY'S COLLECTIONS OF MORE THAN 19 MILLION CATALOGED NATURAL HISTORY SPECIMENS AND ARTIFACTS ARE COLLECTIVELY AMONG THE 10 LARGEST IN THE UNITED STATES. THROUGH ITS THREE MAIN COMPONENTS - RESEARCH, EDUCATION AND MUSEUM, THE ACADEMY WORKS TO SHARE ITS SCIENTIFIC KNOWLEDGE GAINED FROM THE COLLECTIONS AND OTHER ORGANIZATIONS, GOVERNMENTS, BUSINESSES, AND INDIVIDUALS TO INSPIRE STEWARDSHIP IN THE ENVIRONMENT AND TO PROMOTE AND ENCOURAGE CONTINUED INVESTMENT IN THE NATURAL SCIENCES. PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO SUPPORT SCIENTIFIC COLLECTIONS AND RESEARCH, EDUCATION, PUBLICATIONS, THE LIBRARY, DEPARTMENTAL CHAIRS AND POSITIONS, AND THE OVERALL OPERATION OF THE ACADEMY OF NATURAL SCIENCES. 1 EUROPE - INCLUDING ICELAND AND GREENLAND 0 0 PROGRAM SERVICES RESEARCH/COLLECTING 334 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES RESEARCH/COLLECTING 16743 EUROPE - INCLUDING ICELAND AND GREENLAND 0 0 PROGRAM SERVICES TRAVEL/CONFERENCES 57111 SOUTH AMERICA 0 0 PROGRAM SERVICES RESEARCH/COLLECTING 1510 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES RESEARCH/COLLECTING 84 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH/COLLECTING 4150 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL/CONFERENCES 3000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RESEARCH/COLLECTING 169823 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 127600 0 0 0 0 0 0 252755 127600 380355 NORTH AMERICA RESEARCH 127600 WIRE 0 0 1 1 0 1 0 1 0 PART I, LINE 2: THE EXPENDITURES INCURRED IN ACTIVITIES OUTSIDE THE UNITED STATES ARE TRACKED ON EXPENSE REPORTS SUBMITTED BY THE SCIENTISTS AND EMPLOYEES. THE EXPENSE REPORTS DOCUMENT THE ACTUAL EXPENDITURES AND DISBURSEMENTS MADE WITHIN THE FOREIGN LOCATION. PART I, LINE 3: THE ACCRUAL ACCOUNTING METHOD IS USED TO ACCOUNT FOR THE EXPENSES. PART III ACCOUNTING METHOD: 1 DAUPHIN ISLAND SEA LAB 101 BIENVILLE BLVD DAUPHIN ISLAND AL 36528 460502262 501(C)(3) 8659 0 RESEARCH EAST STROUDSBURG UNIVERSITY 200 PROSPECT STREET EAST STROUDSBURG PA 18301 222826714 501(C)(3) 9834 0 RESEARCH ENVIROSCIENCE INC 1100 ATHENS AVE SUITE F RICHMOND VA 23227 341603505 FOR-PROFIT 13251 0 RESEARCH FRIENDS OF THE UPPER DELAWARE RIVER 158 E FRONT ST HANCOCK NY 13783 200337027 501(C)(3) 19218 0 RESEARCH GROWING GREAT 2711 N SEPULVEDA BLVD MANHATTAN BEACH CA 90266 562565503 501(C)(3) 92509 0 RESEARCH LOCK HAVEN UNIVERSITY 401 N FAIRVIEW ST LOCK HAVEN PA 17745 232442881 115 15621 0 RESERACH TEMPLE UNIVERSITY 1805 N BROAD ST WACHMAN HALL 1108 PHILADELPHIA PA 19122 231365971 501(C)(3) 69125 0 RESEARCH THE COMMONS 1875 CONNECTICUT AVE NW FL 10 WASHINGTON DC 20009 812531881 501(C)(3) 26815 0 RESEARCH TRUSTEES OF THE UNIVERSITY OF ILLINOIS 506 S WRIGHT ST 209 HAB NO MC339 URBANA IL 61801 376000511 501(C)(3) 50125 0 RESEARCH 8 1 AWARDS 91 5580 PART I, LINE 2: THE PRINCIPAL INVESTIGATOR HAVING RESPONSIBILITY FOR THE GRANT MONITORS SUBCONTRACTOR PERFORMANCE BASED ON THE PROGRAM'S TASKS AND GOALS. THE PRINCIPAL INVESTIGATOR REVIEWS THE PERFORMANCE BEFORE AUTHORIZING THE SUBCONTRACTOR'S INVOICE FOR PAYMENT. X X X X 0 1 0 0 0 0 0 1 0 JOHN A FRY BOARD TRUSTEE 0 886109 0 360000 0 831244 0 142203 0 15198 0 2234754 0 0 SCOTT COOPER PHD PRESIDENT AND CEO 404557 3000 61837 0 0 0 74792 0 18667 0 559853 3000 0 0 SHARON L WALKER PHD F AEESP FAA BOARD TRUSTEE 0 451088 0 0 0 0 0 27450 0 18667 0 497205 0 0 DAVID RUSENKO TO 423 BOARD TRUSTEE 0 328610 0 0 0 0 0 33550 0 14317 0 376477 0 0 LISA M MILLER VP, CFO/COO 223642 0 21331 0 0 0 51983 0 674 0 297630 0 0 0 DAVID VELINSKY VP, CENTER FOR ACADEMY SCIENCES 0 189599 0 0 0 16302 0 23312 0 18221 0 247434 0 0 MARINA MCDOUGALL VP, EXPERIENCE & ENGAGEMENT 168151 0 0 0 0 0 15583 0 6149 0 189883 0 0 0 JANE TAYLOR VP, MARKETING, SALES & COM 164743 0 8074 0 0 0 0 0 498 0 173315 0 0 0 MAURICE BAYNARD VP, COMMUNITY LEARNING 155669 0 0 0 0 0 9625 0 6598 0 171892 0 0 0 JACQUELINE GENOVESI EXEC DIRECTOR, CENTER FOR STEAM 143446 0 0 0 0 0 15484 0 434 0 159364 0 0 0 PART I, LINE 4B DREXEL UNIVERSITY, A RELATED ORGANIZATION, PAID MR. FRY'S DEFERRED COMPENSATION OF $338,622, WHICH BEGAN EFFECTIVE JULY 31, 2021. MR. FRY HAD BEEN CREDITED $25,000 PER MONTH, BEGINNING JANUARY 31, 2022, THROUGH DECEMBER 31, 2022, PROVIDED MR. FRY IS EMPLOYED BY THE UNIVERSITY ON THE LAST DAY OF THE MONTH. IN ADDITION, THE DEFERRED COMPENSATION WAS CREDITED WITH INTEREST EARNED MONTHLY. MR. FRY WAS VESTED IN THE MONTHLY CREDITS AND EARNINGS IN THE DEFERRED COMPENSATION ARRANGEMENT FROM JANUARY 31, 2022, THROUGH DECEMBER 31, 2022. DREXEL UNIVERSITY, A RELATED ORGANIZATION, PROVIDES MR. FRY WITH A SUPPLEMENTAL RETIREMENT BENEFIT PLAN, AMENDED AND RESTATED EFFECTIVE APRIL 1, 2022, WHICH APPLIES TO CONTRIBUTION CREDITS COMMENCING FOR THE FISCAL YEARS ENDING ON JUNE 30, 2021, THROUGH JUNE 30, 2028. THE ALLOCATION FOR EACH FISCAL YEAR SHALL BE CONDITIONED ON MR. FRY'S CONTINUED EMPLOYMENT THROUGH THE END OF THE FISCAL YEAR (OR UPON THE DATE OF DEATH, TOTAL DISABILITY, OR INVOLUNTARY TERMINATION, IF EARLIER). THE ANNUAL ALLOCATION AMOUNT IS EQUAL TO 11% OF THE SUM OF MR. FRY'S BASE SALARY AND ANNUAL PERFORMANCE BONUS (IF ANY) FOR SUCH FISCAL YEAR THAT IS IN EXCESS OF THE COMPENSATION LIMIT UNDER SECTION 401(A)(17) OF THE INTERNAL REVENUE CODE. PART I, LINE 7 MEMBERS OF THE SENIOR LEADERSHIP TEAM SHALL BE ELIGIBLE FOR AN ANNUAL PERFORMANCE BONUS, SUBJECT TO LIMITATION, RECOMMENDED BY DREXEL UNIVERSITY (A RELATED ORGANIZATION) PRESIDENT FRY AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. SCHEDULE J, PART II DREXEL UNIVERSITY, A RELATED ORGANIZATION, PROVIDES JOHN FRY, SCOTT COOPER, AND LISA MILLER WITH DEFERRED COMPENSATION ARRANGEMENTS. THE UNIVERSITY WILL CREDIT MR. FRY WITH $25,000 ON JANUARY 31, 2022, AND ON EACH FOLLOWING MONTH THROUGH JUNE 30, 2023, WHILE HE REMAINS EMPLOYED BY THE UNIVERSITY AS PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE DEFERRED COMPENSATION CREDITED, AND INTEREST EARNED IS VESTED MONTHLY, PROVIDED THAT MR. FRY IS EMPLOYED BY THE UNIVERSITY ON THE LAST DAY OF EACH MONTH. THE UNIVERSITY WILL CREDIT MR. COOPER WITH $50,000 EACH JULY 1, BEGINNING WITH JULY 1, 2021, AND ENDING JULY 1, 2024, IF HE REMAINS EMPLOYED WITH THE UNIVERSITY. THE ACCOUNT WILL BE CREDITED ANNUALLY WITH INTEREST. MR. COOPER WILL BECOME FULLY VESTED IN THE BALANCE OF THE ACCOUNT UPON THE EARLIEST OF THE FOLLOWING: (I) JULY 1, 2024, (II) INVOLUNTARY TERMINATION BY THE UNIVERSITY FOR ANY REASON OTHER THAN CAUSE, (III) DEATH, OR (IV) TERMINATION DUE TO TOTAL AND PERMANENT DISABILITY. IF MR. COOPER RESIGNS OR IS TERMINATED BY THE UNIVERSITY FOR CAUSE BEFORE THE ACCOUNT IS VESTED, THE ENTIRE ACCOUNT WILL BE FORFEITED. THE UNIVERSITY WILL CREDIT MS. MILLER WITH $25,000 EACH JULY 1, BEGINNING WITH JULY 1, 2021, AND ENDING JULY 1, 2024, IF SHE REMAINS EMPLOYED WITH THE UNIVERSITY. THE ACCOUNT WILL BE CREDITED ANNUALLY WITH INTEREST. MS. MILLER WILL BECOME FULLY VESTED IN THE BALANCE OF THE ACCOUNT UPON THE EARLIEST OF THE FOLLOWING: (I) JULY 1, 2024, (II) INVOLUNTARY TERMINATION BY THE UNIVERSITY FOR ANY REASON OTHER THAN CAUSE, (III) DEATH, OR (IV) TERMINATION DUE TO TOTAL AND PERMANENT DISABILITY. IF MS. MILLER RESIGNS OR IS TERMINATED BY THE UNIVERSITY FOR CAUSE BEFORE THE ACCOUNT IS VESTED, THE ENTIRE ACCOUNT WILL BE FORFEITED. JOHN GAUSAS FAMILY OF TRUSTEE 34812 EMPLOYMENT 0 X 1 0 PART II EXPLANATION X 0 PART II EXPLANATION X 1850 MARKET VALUE X 19 624573 SELLING PRICE X FANNY PACKS & WATER BOTTLES 1 2600 MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN(B), NOT THE NUMBER OF ITEMS. PART I, LINE 33: THE ORGANIZATION DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS OR DONATIONS TO THE COLLECTIONS PURSUANT TO ASC 958-605-25-19. THE ORGANIZATION ALSO DOES NOT RECOGNIZE REVENUE FOR NONCASH CONTRIBUTIONS OR ASSETS WITH UNCERTAIN OR NO VALUE. FORM 990, PART V, LINE 7G: NOT APPLICABLE. FORM 990, PART V, LINE 7H: NOT APPLICABLE. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE ACADEMY CONSISTS OF ONE VOTING MEMBER WHICH IS DREXEL UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7A DREXEL UNIVERSITY IS THE SOLE VOTING MEMBER AND HAS THE AUTHORITY TO APPOINT OR REMOVE AN ACADEMY TRUSTEE. FORM 990, PART VI, SECTION A, LINE 7B TO THE FULLEST EXTENT PERMITTED UNDER THE PENNSYLVANIA NON-PROFIT CORPORATION LAW OF 1988, AS AMENDED, CERTAIN CORPORATE ACTIONS REQUIRE THE APPROVAL OF THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS PREPARED INTERNALLY AND REVIEWED BY THE ACADEMY'S FINANCE COMMITTEE. ACTING ON BEHALF OF THE BOARD, THE FINANCE COMMITTEE WILL APPROVE THE FINAL VERSION AND DIRECT THE RETURN TO BE FILED. A COPY OF THE FINAL VERSION IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING AND POSTED ON THE WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C THE ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA ("ACADEMY") IMPLEMENTS THE CONFLICT OF INTEREST AND COMMITMENT PROTOCOLS POLICY OF ITS PARENT, DREXEL UNIVERSITY. THE POLICY APPLIES TO ALL EMPLOYEES, OFFICERS, AND TRUSTEES OF THE ACADEMY/UNIVERSITY. THE POLICY IS INTENDED TO SATISFY COMPLIANCE REQUIREMENTS AND GUIDE ACADEMY/UNIVERSITY EMPLOYEES IN AVOIDING THOSE SITUATIONS THAT CAN RESULT IN A CONFLICT OF INTEREST OR COMMITMENT. THE KEY TO AVOIDING THOSE SITUATIONS THAT CAN RESULT IN A CONFLICT OF INTEREST OR COMMITMENT IS TO MAKE EMPLOYEES AWARE OF WHAT CONSTITUTES A CONFLICT AND FOR THEM TO DISCLOSE POTENTIAL SITUATIONS BEFORE THE ACTIVITY IS UNDERTAKEN. IN THE CASE OF EMPLOYEES AND OFFICERS, EACH EMPLOYEE AND OFFICER IS REQUIRED TO COMPLETE A DISCLOSURE QUESTIONNAIRE DURING THE ANNUAL COMPLIANCE PERIOD. EMPLOYEE CONFLICT OF INTEREST AND COMMITMENT DISCLOSURE QUESTIONNAIRES ARE MANAGED THROUGH THE HUMAN RESOURCES DEPARTMENT'S ELECTRONIC SYSTEM, AS REQUIRED BY THE VICE PRESIDENT AND CHIEF COMPLIANCE AND PRIVACY OFFICER. COMPLETED CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES ARE ROUTED TO THE EMPLOYEE'S SENIOR LEADER FOR RESOLUTION. AFTER THE SENIOR LEADER'S REVIEW, A DETERMINATION IS MADE AS TO WHETHER A CONFLICT OF INTEREST EXISTS AND AT WHAT LEVEL. CONFLICTS THAT ARE DETERMINED TO BE A VIOLATION OF UNIVERSITY POLICY ARE DISCUSSED WITH THE EMPLOYEE AND THE EMPLOYEE IS ADVISED TO TERMINATE THE ACTIVITY. EMPLOYEES WHO WILLINGLY OR OTHERWISE CONTINUE TO VIOLATE THE CONFLICT OF INTEREST AND COMMITMENT POLICY ARE SUBJECT TO DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. IN THE CASE OF TRUSTEES, A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE IS MAILED TO EACH TRUSTEE ANNUALLY. TRUSTEES ARE REQUIRED TO COMPLETE THE QUESTIONNAIRE AND DISCLOSE ANY INTERESTS IN ANY CORPORATION, PARTNERSHIP, OR OTHER ORGANIZATION IN WHICH THEY OWN OR CONTROL 5% OR MORE OF THE ENTITY. COMPLETED TRUSTEE CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES ARE SUBMITTED DIRECTLY TO THE OFFICE OF THE GENERAL COUNSEL FOR REVIEW AND RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 ACADEMY CEO COMPENSATION IS DETERMINED BY THE ACADEMY BOARD CHAIR AND DREXEL UNIVERSITY PRESIDENT, IN CONSULTATION WITH THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT, USING DATA ON THE COMPENSATION OF OTHER NON-PROFIT CEOS IN THE REGION TO RECOMMEND AN APPROPRIATE SALARY RANGE. USING THE EXECUTIVE COMPENSATION ANALYSIS, A THIRD-PARTY ADVISOR PREPARED A REPORT AND SUBMITTED THE REPORT TO THE UNIVERSITY'S EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (THE "COMMITTEE") ALONG WITH CERTAIN PERFORMANCE CRITERIA. THE THIRD-PARTY ADVISOR PROVIDED THE COMMITTEE WITH A LETTER ON THE APPROPRIATENESS OF THE DECISION-MAKING PROCESS AND REASONABLENESS OF THE PROPOSED COMPENSATION. ALL EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE ACADEMY'S AND THE UNIVERSITY'S EXECUTIVE COMPENSATION COMMITTEE PRIOR TO BECOMING EFFECTIVE. COMPENSATION SPECIALIST(S) REVIEWED ALL POSITIONS AT THE ACADEMY AND RECOMMENDED A COMPENSATION STRUCTURE BASED ON JOB CLASS, INDUSTRY SECTOR, AND GEOGRAPHIC REGION. INDIVIDUAL COMPENSATION LEVELS ARE ESTABLISHED WITHIN THE RANGE FOR THE GIVEN POSITION BASED ON THE EXPERIENCE AND YEARS OF SERVICE. FORM 990, PART VI, SECTION C, LINE 19 THROUGH THE ACADEMY'S PUBLIC WEBSITE THE PUBLIC MAY REQUEST AND PRINT THE ACADEMY'S BY-LAWS, ARTICLES OF INCORPORATION, FORM 990, CODE OF ETHICS AND CONDUCT AND THE CURRENT AUDIT FINANCIAL STATEMENTS. THE ACADEMY WILL ALSO RESPOND TO WRITTEN REQUESTS AS WELL AS PHONE REQUESTS FOR INFORMATION FOR THOSE WITHOUT COMPUTER ACCESS. THE ACADEMY'S 990 ALSO APPEARS ON INDEPENDENT NON-PROFIT WEBSITES LIKE GUIDESTAR AND CHARITY NAVIGATOR. FORM 990, PART XI, LINE 9: PENSION ACTUARIAL ADJUSTMENT 1,261,354. HEALTH INSURANCE RECOVERY 414,493. FORM 990, PART XII, LINE 2C: THE ACADEMY'S FINANCE COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS FOR THE ACADEMY OF NATURAL SCIENCES. THE TASK OF SELECTING THE INDEPENDENT AUDITOR AND APPROVING THE AUDIT PLAN, FOR THE UNIVERSITY AND ITS SUBSIDIARIES, IS THE RESPONSIBILITY OF DREXEL UNIVERSITY'S AUDIT COMMITTEE. DREXEL UNIVERSITY 3201 ARCH STREET SUITE 400 PHILADELPHIA PA 19104 231352630 EDUCATIONAL INSTITUTION PA 501(C)3 2 N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0