2024-08-09T11:40:34-05:00 2023-12-31 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2023-01-01 043066693 LLOYD CENTER FOR THE ENVIRONMENT INC LLOY 5089900505 430 POTOMSKA ROAD DARTMOUTH MA 027481326 DANIELLE NIHILL TREASURER 5089900505 2024-08-06 1 0 STEPHEN M SNOW P00641289 7813564800 2023 2024-08-08 14:25:15Z OTTO W SCHLEINKOFER III 430 POTOMSKA ROAD DARTMOUTH MA 027481326 514704 0 X WWW.LLOYDCENTER.ORG X 1984 MA INSTILL A LIFE-LONG RESPECT AND AFFECTION FOR NATURE IN ALL PEOPLE THROUGH RESEARCH AND EDUCATION. 17 17 11 100 0 0 349281 316595 146936 160901 -27404 23333 -2258 -5980 466555 494849 0 0 0 0 402811 447574 0 0 96839 227363 234131 630174 681705 -163619 -186856 4139450 4111628 31442 97769 4108008 4013859 X THE MISSION OF THE CENTER IS TO INSTILL A LIFE-LONG RESPECT AND AFFECTION FOR NATURE IN ALL PEOPLE THROUGH RESEARCH AND EDUCATION; TO ADVANCE A SCIENTIFIC AND PUBLIC UNDERSTANDING OF OUR COASTAL ECOSYSTEMS AND THE NEED TO PROTECT THEM; AND TO PROMOTE A LEGACY OF NATURAL DIVERSITY LARGELY IN, BUT NOT RESTRICTED TO, THE COASTAL ENVIRONMENTS OF SOUTHEASTERN NEW ENGLAND. 0 0 231320 129208 ENVIRONMENTAL EDUCATION:THE LLOYD CENTER CONTINUES TO PROVIDE A NUMBER OF UNIQUE HANDS-ON SCIENCE PROGRAMS FOR SCHOOLCHILDREN AND ADOLESCENTS IN OVER 20 DIFFERENT NEW ENGLAND CITIES AND TOWNS, AT LEVELS RANGING FROM KINDERGARTEN THROUGH COLLEGE. THE LLOYD CENTER WORKED WITH OVER 40 ELEMENTARY AND MIDDLE SCHOOLS IN THE REGION, TO TEACH INTERACTIVE LESSONS ON RELEVANT AND CRITICALLY IMPORTANT ENVIRONMENTAL ISSUES. PROGRAM OFFERINGS HAVE BEEN UPDATED TO NOW INCLUDE A VARIETY OF VIRTUAL CLASSROOM LESSONS.THE CURRICULUM-BASED OFFERINGS, FEATHERY FOCUS (AN ORNITHOLOGY PROGRAM SPECIALLY CREATED FOR THE THIRD-GRADE LEVEL), AS WELL AS THE INNOVATIVE CLIMATE SCIENCE LEARNING PROJECT, HAVE PROVEN TO BE ESPECIALLY EFFECTIVE. ALL EDUCATION PROGRAMS ARE DESIGNED TO MEET THE MASSACHUSETTS CURRICULUM FRAMEWORKS IN SCIENCE AND TECHNOLOGY/ENGINEERING AND IN HISTORY/SOCIAL STUDIES. FOR CHILDREN AGES 6-12, THE CENTER'S EDUCATION DEPARTMENT ANNUALLY PROVIDES UP TO 15 DISTINCT SUMMER PROGRAMS DESIGNED TO HELP STUDENTS DEVELOP A BETTER UNDERSTANDING OF SCIENCE AND A DEEPER APPRECIATION FOR THE NEED TO PROTECT THE FRAGILE NATURE OF OUR COAST. EVERY YEAR, AS MANY AS 13,000 STUDENTS BENEFIT FROM THE PARTICIPATION IN LLOYD CENTER EDUCATION PROGRAMS. 131852 28395 ENVIRONMENTAL RESEARCHHISTORY/BACKGROUND:SINCE ITS FOUNDING, THE LLOYD CENTER HAS FOCUSED ITS RESEARCH ON ASSESSING AND DOCUMENTING THE DISTRIBUTION AND ECOLOGY OF THE NATURAL RESOURCES OF SOUTHEASTERN NEW ENGLAND, WITH A SPECIAL FOCUS ON RARE SPECIES LISTED UNDER THE MASSACHUSETTS ENDANGERED SPECIES ACT AND THEIR HABITATS. SPECIALIZATIONS HAVE INCLUDED LEPIDOPTERA (MOTHS, BUTTERFLIES), FOR WHICH SURVEYS HAVE BEEN CONDUCTED THROUGHOUT NEW ENGLAND AND BEYOND, AND WORK WITH THE FEDERALLY-ENDANGERED PIPING PLOVER, FOR WHICH RESEARCH, MONITORING, AND PROTECTION EFFORTS HAVE BEEN CONDUCTED IN BRISTOL COUNTY SINCE THE MID-1980'S. WATER QUALITY MONITORING, ESTUARY AND SALT MARSH SURVEYS, VERNAL POOL CERTIFICATIONS, DIAMONDBACK TERRAPIN MONITORING, BEACHED-BIRD MORTALITY SURVEYS VIA THE SEABIRD ECOLOGICAL ASSESSMENT NETWORK (SEANET), BIRD FEEDER SURVEYS FOR CORNELL FEEDERWATCH PROGRAM, AND A WINTER WATERFOWL SURVEY ARE OTHER MULTI-YEAR HISTORICAL OR CURRENT EFFORTS. NEWER VENTURES INCLUDE THE "BIODIVERSITY INITIATIVE", AN EFFORT TO DOCUMENT ALL TAXA WITHIN SLOCUM AND WESTPORT RIVER WATERSHEDS AT SAMPLING LOCATIONS MONITORED LONG-TERM TO ASSESS LANDSCAPE RESPONSES TO CLIMATE CHANGE, AND "MASS MOTHS", A PROJECT AIMED AT IDENTIFYING AND MAPPING THE PAST AND CURRENT DISTRIBUTION 2,800+ SPECIES OF MOTHS IN MASSACHUSETTS. RECENT PROJECTS:IN 2023, MOTHS WERE COLLECTED AND SENT TO FORMER RESEARCH DIRECTOR, MARK MELLO, BY BOTH THE MARTHA'S VINEYARD LAND BANK COMMISSION, AND FROM CAMP EDWARDS, WHILE MELLO CONTINUED COLLECTION EFFORTS AT CHOSEN LOCATIONS WITHIN MASSACHUSETTS (MASS MOTHS). CONTRACTED PIPING PLOVER WORK CONTINUED AT WEST ISLAND WITH THE TOWN OF FAIRHAVEN, AND AT BAKER'S BEACH IN WESTPORT, MARKING THE 6TH CONSECUTIVE YEAR FOR THOSE CONTRACTS. NEW PLOVER SITES WERE ACQUIRED INCLUDING SALTERS POINT IN DARTMOUTH, AND BOTH RICHMOND AND COCKEAST PONDS IN WESTPORT, ALL SITES HISTORICALLY MANAGED BY THE LLOYD CENTER. WINSEGANSETT HEIGHTS IN FAIRHAVEN, DONE IN CONJUNCTION WITH WEST ISLAND, REMAINED THE ONE PLOVER SITE MANAGED BY THE LLOYD CENTER SINCE THE MID-1980'S WITHOUT INTERRUPTION. OTHER VOLUNTEER-BASED MONITORING PROJECTS THAT CONTINUED IN 2023 INCLUDED THE 13TH YEAR OF BIRD FEEDER SURVEYS AS PART OF DATA COLLECTION FOR THE BIODIVERSITY INITIATIVE (INCLUDING CORNELL FEEDERWATCH PROGRAM), OSPREY MONITORING ON SLOCUM AND LITTER RIVERS, AND WATER TESTING FROM OUR PIER ON THE SLOCUM RIVER FOR THE BUZZARDS BAY COALITION BAYWATCHERS PROGRAM WHICH COMPLETED ITS 32ND SEASON. THE ANNUAL WINTER WATERFOWL COUNT WATERFOWL SURVEYS WERE CONDUCTED FOR THE 37TH SEASON, BOTH IN EARLY DECEMBER AND LATE JANUARY. 104958 3298 ENVIRONMENTAL OUTREACH:THE CENTER OUTREACH STAFF INTERACTED WITH NEARLY 900 PEOPLE IN THE COMMUNITY. THE CENTER ENGAGED THE PUBLIC AS OFTEN AS POSSIBLE WHILE ON THE PROPERTY WITH IMPROMPTU OWL PRESENTATIONS, UPDATES TO BIRD ACTIVITY ON SITE, AND NATURAL HISTORY INFORMATION ABOUT THE LANDSCAPE, AS WELL AS PROVIDING PRESENCE AT SCHOOLS OFFERING SCIENCE FAIRS AND OTHER STEM EVENTS. THE CENTER CONTINUES TO FEATURE A STORYWALK TRAIL ON THE PROPERTY.OVER FIVE MILES OF RUSTIC HIKING TRAILS, OPEN TO THE PUBLIC EVERY DAY FROM DAWN TO DUSK ON THE CENTER'S HARDSCRABBLE NATURE PRESERVE, AND A BROAD VARIETY OF LIVE MARINE ANIMAL EXHIBITS, COMPLEMENTED BY PROGRAMS AND SEMINARS, CONTINUES TO DRAW A GROWING NUMBER OF CITIZENS OF ALL AGES TO OUR VISITOR CENTER. IN ADDITION, OUTREACH COLLABORATION WITH PARTNERING ORGANIZATIONS CONTINUES TO PROVE EXCEPTIONALLY EFFECTIVE IN PROMOTING LIFESTYLE CHANGES AIMED AT A MORE SUSTAINABLE USE OF NATURAL RESOURCES. THE CENTER'S UNIQUE WEBSITE PROVIDES A VAST AMOUNT OF ENVIRONMENTAL RESEARCH AND EDUCATION INFORMATION FOR THOSE WHO SEEK IT ELECTRONICALLY. 468130 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X RACHEL L STRONACH 5089900505 430 POTOMSKA ROAD DARTMOUTH MA 02748 OTTO W SCHLEINKOFER III CPA CHAIR 5.00 X X 0 0 0 JONATHAN S CARVALHO 1ST VICE CHAIR 5.00 X X 0 0 0 DANIELLE NIHILL CPA TREASURER 5.00 X X 0 0 0 STEPHEN B WITZIG PHD CLERK 5.00 X X 0 0 0 FRED BAKER DIRECTOR 1.00 X 0 0 0 PETER BANGS PHD DIRECTOR 1.00 X 0 0 0 WHITT BARNARD DIRECTOR 1.00 X 0 0 0 MICHAEL GAGNE DIRECTOR 1.00 X 0 0 0 RAECHEL GRADY CPA MSA DIRECTOR 1.00 X 0 0 0 KINNAIRD HOWLAND ESQ DIRECTOR 1.00 X 0 0 0 SARA H JOHNSTON DIRECTOR 1.00 X 0 0 0 KATHRYN KAVANAGH PHD DIRECTOR 1.00 X 0 0 0 NICHOLAS KELLEY DIRECTOR 1.00 X 0 0 0 EMAN KHWAJA STUDENT DIRECTOR (NON-VOTING) 1.00 X 0 0 0 PETER M NICHOLSON ESQ DIRECTOR 1.00 X 0 0 0 WINIFRED S PHYFE DIRECTOR 1.00 X 0 0 0 SUSAN ROGERS DIRECTOR 1.00 X 0 0 0 MICHAEL J SWEETSER DIRECTOR 1.00 X 0 0 0 NICOLE WHEPLEY STUDENT DIRECTOR (NON-VOTING) 1.00 X 0 0 0 RACHEL L STRONACH EXECUTIVE DIRECTOR 37.50 X 72959 0 17097 72959 0 17097 0 0 0 0 0 29545 34838 15340 236872 20425 316595 PROGRAM FEES 611710 160901 160901 160901 23333 23333 13875 34838 19855 -5980 -5980 494849 160901 0 17353 X 90056 70244 12608 7204 278697 194185 61182 23330 1563 1208 231 124 49507 39254 7347 2906 27751 21646 3885 2220 15018 15018 96276 48531 366 47379 500 390 70 40 41723 30312 3105 8306 15577 10035 4824 718 4556 4510 46 15517 12104 2173 1240 40783 31776 5786 3221 INTERN REIMBURSEMENTS 2720 2583 71 66 OTHER 1461 1352 70 39 681705 468130 116736 96839 134894 43883 7088 780 50000 0 10842 2771 9079 9079 4316232 927933 3286010 3388299 641537 666816 4139450 4111628 31442 97769 31442 97769 X 2338084 2281793 1769924 1732066 4108008 4013859 4139450 4111628 -186856 92707 0 X 0 1 X 1 0 X 894579 415065 753301 349281 316595 2728821 103924 49412 96982 146936 160901 558155 998503 464477 850283 496217 477496 3286976 172599 115870 45013 30363 27217 391062 1750 7752 37164 25079 71745 172599 117620 52765 67527 52296 462807 2824169 16574 17932 11920 19096 23333 88855 16574 17932 11920 19096 23333 88855 800 60 860 1015877 482469 862203 515313 500829 3376691 0.83640 0.83820 0.02630 0.02220 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 800. 2020 AMOUNT: $ 60. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 641537 0 115519 90240 666816 817071 13000 -140519 35015 654537 749551 8000 113245 53725 817071 766569 8000 109482 134500 749551 734198 13000 151971 132600 766569 0.11900 0.79400 0.08700 0 0 1510000 1510000 1026427 839170 187257 71118 64733 6385 1708687 24030 1684657 3388299 587556 92707 92707 494849 0 494849 681705 0 681705 0 681705 PART III, LINE 1A: THE CENTER MAINTAINS BOTH LIVING AND NON-LIVING COLLECTIONS THAT DIRECTLY RELATE TO OR ARE USED IN ITS RESEARCH, OUTREACH AND EDUCATIONAL PROGRAMS. POLICIES ARE IN PLACE TO PRESERVE, PROTECT AND CARE FOR ITS COLLECTIONS. THE CENTER DOES NOT CAPITALIZE ITS COLLECTIONS AND, THEREFORE, NO VALUES HAVE BEEN ASSIGNED TO THEM. PART III, LINE 4: THE CENTER MAINTAINS BOTH LIVING AND NON-LIVING COLLECTIONS THAT DIRECTLY RELATE TO OR ARE USED IN ITS RESEARCH, OUTREACH AND EDUCATIONAL PROGRAMS. THE COLLECTIONS REMAIN ON DISPLAY FOR VISITORS. PART V, LINE 4: THE PERMANENT ENDOWMENT FUNDS ARE USED FOR INCOME PRODUCING PURPOSES. PURSUANT TO THE EXPRESSED WISHES OF THE DONORS OF SUCH FUNDS, INCOME FROM THEM IS USED TO SUPPORT THE PROVISION OF EDUCATION PROGRAM SERVICES AND FOR THE MAINTENANCE OF THE CENTER'S NATURE PRESERVE AND FACILITIES IN SUPPORT OF ALL PROGRAM SERVICES. CLAMBAKE 48713 34838 13875 8883 2400 8572 48713 34838 13875 8883 2400 8572 19855 -5980 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS WHITT BARNARD AND SUSAN ROGERS ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE ONLY ONE CLASS OF MEMBERS OF THE CENTER AND ALL MEMBERS SHALL HAVE THE SAME RIGHTS WITHIN THE CENTER, EXCEPT THAT THE RIGHT TO VOTE SHALL NOT ACCRUE TO CHILDREN OR GRANDCHILDREN INCLUDED IN "FAMILY" MEMBERSHIPS. FOR "INDIVIDUAL" MEMBERSHIPS, ALL THE PRIVILEGES OF MEMBERSHIP, INCLUDING THE RIGHT TO VOTE, SHALL ACCRUE TO ONE NAMED ADULT. FOR "FAMILY" MEMBERSHIPS, ALL THE PRIVILEGES OF MEMBERSHIP SHALL ACCRUE A MAXIMUM OF TWO NAMED ADULTS RESIDING IN THE SAME HOUSEHOLD AND, EXCEPT FOR THE RIGHT TO VOTE, TO THEIR CHILDREN OR GRANDCHILDREN UNDER THE AGE OF 18. THE ANNUAL MEETING OF THE MEMBERS OF THE CENTER SHALL INCLUDE THE ELECTION OF DIRECTORS AND ACTION ON ANY PROPERLY PROPOSED AMENDMENT OR ALTERATION OF THE BY-LAWS. SPECIAL MEETINGS OF THE MEMBERS OF THE CENTER MAY BE CALLED AT THE WRITTEN REQUEST (BEARING THE SIGNATURES) OF TWENTY-FIVE MEMBERS IN ACCORDANCE WITH APPLICABLE PROVISIONS OF LAW. AT ALL MEETINGS OF THE MEMBERS OF THE CENTER, EACH MEMBER OVER THE AGE OF 18 SHALL BE ENTITLED TO ONE VOTE. THE BOARD SHALL CONSIST OF THE CHAIR OF THE BOARD, EX-OFFICIO, THE VICE CHAIR, EX-OFFICIO, THE CLERK, EX-OFFICIO, AND THE TREASURER, EX-OFFICIO, AND NOT MORE THAN TWENTY-ONE OTHER DIRECTORS ELECTED BY THE MEMBERS OF THE CENTER AT THE ANNUAL MEETING. THE BY-LAWS MAY AT ANY TIME BE AMENDED OR REPEALED, IN WHOLE OR IN PART, AT ANY ANNUAL OR SPECIAL MEETING OF THE MEMBERS OF THE CENTER BY A VOTE OF TWO-THIRDS OF THOSE ADULT MEMBERS PRESENT. A MAJORITY OF THE DIRECTORS IN OFFICE MAY ALSO AMEND OR REPEAL BY-LAWS, PROVIDED THAT NO AMENDMENT OR REPEAL MAY BE MADE BY THE DIRECTORS WHICH CHANGES THE DATE OF THE ANNUAL MEETING OF THE MEMBERS OF THE CENTER, OR WHICH ALTERS THE PROVISIONS OF THE BY-LAWS WITH RESPECT TO REMOVAL OF DIRECTORS, INDEMNIFICATION OF DIRECTORS AND OFFICERS, OR AMENDMENT OF THE BY-LAWS, OR WHICH REQUIRES ACTION BY THE MEMBERS OF THE CENTER. ANY BY-LAW ADOPTED BY THE DIRECTORS MAY BE AMENDED OR REPEALED BY THE MEMBERS OF THE CENTER. FORM 990, PART VI, SECTION A, LINE 7A SEE RESPONSE TO QUESTION #6. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY OR BOARD OF DIRECTORS RECEIVES AN ELECTRONIC COPY OF THE CENTER'S FORM 990 FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION A, LINE 1A: THE EXECUTIVE COMMITTEE IS COMPRISED OF THE BOARD CHAIR, VICE CHAIR, CLERK, AND TREASURER. FROM THE LLOYD CENTER BY-LAWS, "THE EXECUTIVE COMMITTEE SHALL PERFORM SUCH DUTIES AND HAVE SUCH POWERS AS MAY FROM TIME TO TIME BE DESIGNATED BY THE BOARD BETWEEN REGULARLY SCHEDULED BOARD MEETINGS OR WHEN IT IS NOT PRACTICAL OR FEASIBLE FOR THE BOARD TO MEET. ACTION TAKEN AT ANY MEETING ON THE EXECUTIVE COMMITTEE WILL BE REPORTED NO LATER THAN THE NEXT SCHEDULED MEETING OF THE BOARD" (P. 6). FORM 990, PART VI, SECTION B, LINE 12C ANY POTENTIAL CONFLICT IS BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS BY THE EXECUTIVE DIRECTOR AND IT IS DISCUSSED AT LENGTH AND RESOLVED/APPROVED, ACCORDINGLY. THE CHAIR OF THE BOARD IS RESPONSIBLE FOR OVERSEEING THAT CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE EXECUTIVE DIRECTOR IS DISCUSSED BETWEEN THE TREASURER AND THE CHAIR OF THE BOARD AND THEN APPROVED BY THE FINANCE COMMITTEE. SUBSEQUENTLY, THE COMPENSATION IS INCLUDED IN THE CENTER'S BUDGET AND THE ENTIRE BOARD OF DIRECTORS APPROVES THE BUDGET, ANNUALLY. THE EXECUTIVE DIRECTOR'S SALARY REVIEW WAS MOST RECENTLY PERFORMED IN JANUARY 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ONLINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACUSETTS, OR UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES, OR UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER "OUTSIDE" SERVICES: PROGRAM SERVICE EXPENSES 48,531. MANAGEMENT AND GENERAL EXPENSES 366. FUNDRAISING EXPENSES 47,379. TOTAL EXPENSES 96,276.