BERMUDA INSTITUTE OF OCEAN SCIENCES BIOS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BERMUDA INSTITUTE OF OCEAN SCIENCES BIOS INC (EIN 06-0706038)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349303133
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T09:42:25-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060706038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERMUDA INSTITUTE OF OCEAN SCIENCES | BusinessNameLine1Txt |
| Business Name Line2 | BIOS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERM | BusinessNameControlTxt |
| Phone | 4412971880 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BIOLOGICAL STATION | AddressLine1Txt |
| City | ST GEORGES | CityNm |
| Country | BD | CountryCd |
| Foreign Postal | GE 01 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA MILLETT | PersonNm |
| Person Title | TREASURER/CONTROLLER | PersonTitleTxt |
| Foreign Phone | 4412971880 | ForeignPhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICTORIA MILLETT | PrincipalOfficerNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BIOLOGICAL STATION | AddressLine1Txt |
| City | ST GEORGES | CityNm |
| Country | BD | CountryCd |
| Foreign Postal | GE 01 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,800,905 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BIOS.ASU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | BIOS'S MISSION IS TO SEEK AND SHARE FUNDAMENTAL KNOWLEDGE THROUGH (CONTINUED IN SCHEDULE O) STATE-OF-THE-ART SCIENTIFIC RESEARCH, WORLD-CLASS FIELD EXPEDITIONS, AND COMPREHENSIVE EDUCATIONAL EXPERIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,011,648 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,550,434 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $587,526 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,199,757 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,633 | PYInvestmentIncomeAmt |
| CY Investment Income | $130,694 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,734,618 | PYOtherRevenueAmt |
| CY Other Revenue | $4,095,980 | CYOtherRevenueAmt |
| PY Total Revenue | $19,370,425 | PYTotalRevenueAmt |
| CY Total Revenue | $17,976,865 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,026,161 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,908,959 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,308,769 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,809,312 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $100,352 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,736,859 | PYOtherExpensesAmt |
| CY Other Expenses | $7,292,584 | CYOtherExpensesAmt |
| PY Total Expenses | $18,071,789 | PYTotalExpensesAmt |
| CY Total Expenses | $17,010,855 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,298,636 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $966,010 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,025,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,612,324 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,434,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,157,935 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,590,424 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,454,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BIOS'S MISSION IS TO SEEK AND SHARE FUNDAMENTAL KNOWLEDGE OF THE OCEANS THROUGH STATE-OF-THE-ART SCIENTIFIC RESEARCH, WORLD-CLASS FIELD EXPEDITIONS, AND COMPREHENSIVE EDUCATIONAL EXPERIENCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,475,590 | ExpenseAmt |
| Grant | $1,908,958 | GrantAmt |
| Revenue | $2,901,785 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,896,740 | ExpenseAmt |
| Revenue | $1,969,458 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,372,330 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORIA MILLETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4412971880 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BIOLOGICAL STATION | AddressLine1Txt |
| City | ST GEORGES | CityNm |
| Country | BD | CountryCd |
| Foreign Postal | GE 01 | ForeignPostalCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PATRICK BARLOW | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| J WILLIAM CHARRIER | |||||||||
| VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRAHAM COLLIS | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE DUFFY | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD FERRETT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK GUISHARD UNTIL NOV 2023 | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL D HAMER PHD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENRO KUSUMI | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $345,851 | $28,607 | 40.00 | |||
| LISA LOO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $595,863 | $39,713 | 40.00 | |||
| ALAN MCGOWAN | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| MORGAN OLSEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $1,045,194 | $56,702 | 40.00 | |||
| KEVIN RICHARDS | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| RALPH E RICHARDSON | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| PETER SCHLOSSER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $504,757 | $28,847 | 40.00 | |||
| MICHAEL SCHRUM | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES N STANARD PHD | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD STANLEY | |||||||||
| VICE-CHAIR | 1.00 | Yes (X) | $0 | $274,382 | $54,739 | 40.00 | |||
| BESS WARD PHD | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE WEINSTEIN | |||||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY WILLIAMS | |||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM CURRY PHD | |||||||||
| PRESIDENT AND CEO | 40.00 | $366,000 | $0 | $15,500 | Yes (X) | ||||
| VICTORIA MILLETT | |||||||||
| TREASURER & CONTROLLER | 40.00 | $181,280 | $0 | $9,064 | Yes (X) | ||||
| GILLIAN HOLLIS | |||||||||
| ASSIST TO THE PRES AND CEO | 40.00 | $95,613 | $0 | $4,781 | Yes (X) | ||||
| MURRAY STEIN | |||||||||
| MARINE SUPERINTENDENT | 40.00 | $173,124 | $0 | $8,500 | Yes (X) | ||||
| NICHOLAS BATES | |||||||||
| SENIOR SCIENTIST & DIRECTO | 40.00 | $230,000 | $10,000 | $12,000 | 1.00 | Yes (X) | |||
| ERIC HOCHBERG | |||||||||
| SENIOR SCIENTIST | 40.00 | $150,822 | $10,000 | $0 | Yes (X) | ||||
| ANDREW PETERS | |||||||||
| DIRECTOR OF EDUCATION | 40.00 | $147,496 | $2,404 | $7,375 | Yes (X) | ||||
| RICHARD VERLINI | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $149,946 | $0 | $0 | Yes (X) | ||||
| RODNEY JOHNSON | |||||||||
| ASSISTANT SCIENTIST | 40.00 | $149,680 | $2,404 | $7,484 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,643,961 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,790,855 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $273,312 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNHARD SCHULTE SHIPMANAGEMENT | BusinessNameLine1Txt |
Contractor Address ContractorAddress
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5G24877 DORCHESTER HOUS | AddressLine1Txt |
| City | BELMONT HILL | CityNm |
| Province Or State | DOUGLAS | ProvinceOrStateNm |
| Country | IM | CountryCd |
| Foreign Postal | IM1 4RE | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SHIP MANAGEMENT SERVICES (CREW) | ServicesDesc |
| Compensation | $442,154 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $9,676,694 | GovernmentGrantsAmt |
| All Other Contributions | $2,873,740 | AllOtherContributionsAmt |
| Noncash Contributions | $11,900 | NoncashContributionsAmt |
| Total Contributions | $12,550,434 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,199,757 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,199,757 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,199,757 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,571 | TotalRevenueColumnAmt |
| Exclusion | $170,571 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $373,441 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $373,441 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,441 | TotalRevenueColumnAmt |
| Exclusion | $373,441 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $742,170 | SecuritiesAmt |
| Other | $2,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $742,186 | SecuritiesAmt |
| Other | $41,861 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16 | SecuritiesAmt |
| Other | -$39,861 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,877 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$39,861 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$16 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $51,185 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $39,993 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,192 | TotalRevenueColumnAmt |
| Exclusion | $11,192 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AFFILIATION SERVICE REVENUE | 611710 | $2,800,000 | $2,800,000 |
| REIMBURSEMENT OF LABOR | 611710 | $686,347 | $686,347 |
| DEFERRED MAINTENANCE | 611710 | $225,000 | $225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,711,347 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,976,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,871,243 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $555,188 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,353 | TotalAmt |
| Program Services | $1,260,353 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,606 | TotalAmt |
| Program Services | $648,606 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,776,615 | TotalAmt |
| Program Services | $1,149,222 | ProgramServicesAmt |
| Management And General | $627,393 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,767,839 | TotalAmt |
| Program Services | $4,269,566 | ProgramServicesAmt |
| Management And General | $437,828 | ManagementAndGeneralAmt |
| Fundraising | $60,445 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,989 | TotalAmt |
| Program Services | $211,605 | ProgramServicesAmt |
| Management And General | $51,236 | ManagementAndGeneralAmt |
| Fundraising | $2,148 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,431 | TotalAmt |
| Program Services | $605,180 | ProgramServicesAmt |
| Management And General | $86,936 | ManagementAndGeneralAmt |
| Fundraising | $11,315 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,438 | TotalAmt |
| Program Services | $257,098 | ProgramServicesAmt |
| Management And General | $37,609 | ManagementAndGeneralAmt |
| Fundraising | $1,731 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,000 | TotalAmt |
| Management And General | $70,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276 | TotalAmt |
| Management And General | $276 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,528 | TotalAmt |
| Program Services | $698,026 | ProgramServicesAmt |
| Management And General | $87,158 | ManagementAndGeneralAmt |
| Fundraising | $14,344 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,297 | TotalAmt |
| Program Services | $6,297 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,626 | TotalAmt |
| Program Services | $182,910 | ProgramServicesAmt |
| Management And General | $30,653 | ManagementAndGeneralAmt |
| Fundraising | $5,063 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,598 | TotalAmt |
| Program Services | $57,861 | ProgramServicesAmt |
| Fundraising | $1,737 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,980 | TotalAmt |
| Program Services | $472,397 | ProgramServicesAmt |
| Management And General | $7,198 | ManagementAndGeneralAmt |
| Fundraising | $385 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,536 | TotalAmt |
| Program Services | $507,527 | ProgramServicesAmt |
| Management And General | $29,009 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,480 | TotalAmt |
| Program Services | $23,319 | ProgramServicesAmt |
| Management And General | $16,161 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,101 | TotalAmt |
| Program Services | $63,101 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,979,037 | TotalAmt |
| Program Services | $1,979,037 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,076 | TotalAmt |
| Program Services | $345,494 | ProgramServicesAmt |
| Management And General | $38,582 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $1,034,566 | $1,025,050 | $8,215 | $1,301 |
| REPAIRS AND MAINTENANCE | $907,882 | $896,080 | $9,919 | $1,883 |
| FUEL | $713,601 | $713,601 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,010,855 | TotalAmt |
| Program Services | $15,372,330 | ProgramServicesAmt |
| Management And General | $1,538,173 | ManagementAndGeneralAmt |
| Fundraising | $100,352 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,135,470 | BOYAmt |
| EOY | $3,068,349 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,448,808 | BOYAmt |
| EOY | $7,692,276 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,509,279 | BOYAmt |
| EOY | $2,236,101 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,108 | BOYAmt |
| EOY | $1,418,657 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,183 | BOYAmt |
| EOY | $53,602 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,685 | BOYAmt |
| EOY | $15,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,232,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,358,441 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,031,504 | BOYAmt |
| EOY | $13,873,914 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,067,988 | BOYAmt |
| EOY | $14,254,073 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,025,025 | BOYAmt |
| EOY | $42,612,324 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,580 | BOYAmt |
| EOY | $683,758 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,497 | BOYAmt |
| EOY | $44,107 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,079 | BOYAmt |
| EOY | $622,782 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,445 | BOYAmt |
| EOY | $807,288 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,601 | BOYAmt |
| EOY | $2,157,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$248,195 | BOYAmt |
| EOY | $3,558,511 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,838,619 | BOYAmt |
| EOY | $36,895,878 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,590,424 | BOYAmt |
| EOY | $40,454,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,025,025 | BOYAmt |
| EOY | $42,612,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $966,010 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $897,955 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,686,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,116,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,612,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,011,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,550,434 | CurrentTaxYearAmt |
| Total | $68,977,692 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,686,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,116,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,612,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,011,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,550,434 | CurrentTaxYearAmt |
| Total | $68,977,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,875,414 | SubstantialContributorsTotAmt |
| Public Support Total170 | $58,102,278 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $539,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $376,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,571 | CurrentTaxYearAmt |
| Total | $1,385,647 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $12,317 | CurrentTaxYearMinus3YearsAmt |
| Total | $12,317 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,375,656 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,275,882 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,090,203 | BeginningYearBalanceAmt |
| Contributions | $27,600 | ContributionsAmt |
| Investment Earnings Or Losses | $897,955 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $761,407 | OtherExpendituresAmt |
| Administrative Expenses | $276 | AdministrativeExpensesAmt |
| End Year Balance | $14,254,075 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,855,860 | BeginningYearBalanceAmt |
| Contributions | $25,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,955,965 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $775,045 | OtherExpendituresAmt |
| Administrative Expenses | $59,848 | AdministrativeExpensesAmt |
| End Year Balance | $14,090,502 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,702,617 | BeginningYearBalanceAmt |
| Contributions | $26,500 | ContributionsAmt |
| Investment Earnings Or Losses | $1,924,050 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $727,958 | OtherExpendituresAmt |
| Administrative Expenses | $69,349 | AdministrativeExpensesAmt |
| End Year Balance | $17,855,860 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,685,985 | BeginningYearBalanceAmt |
| Contributions | $25,600 | ContributionsAmt |
| Investment Earnings Or Losses | $1,772,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $722,065 | OtherExpendituresAmt |
| Administrative Expenses | $59,265 | AdministrativeExpensesAmt |
| End Year Balance | $16,702,617 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,663,319 | BeginningYearBalanceAmt |
| Contributions | $34,941 | ContributionsAmt |
| Investment Earnings Or Losses | $2,685,080 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $697,355 | OtherExpendituresAmt |
| End Year Balance | $15,685,985 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09242 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71715 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19043 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $486,850 | OtherCostOrOtherBasisAmt |
| Book Value | $486,850 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,721,247 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,052,752 | DepreciationAmt |
| Book Value | $6,668,495 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,784,214 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,417,622 | DepreciationAmt |
| Book Value | $2,366,592 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,240,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,888,067 | DepreciationAmt |
| Book Value | $4,351,977 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,873,914 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASUF LONG TERM INVESTMENT POOL | Desc |
| Book Value | $14,254,073 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $14,254,073 | TotalBookValueProgramRltdAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,914,537 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $897,955 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $39,993 | OtherRevenueAmt |
| Revenue Not Reported | $937,948 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,976,589 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $276 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $276 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,976,865 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,050,572 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $39,993 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $39,993 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,010,579 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $276 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $276 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,010,855 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF BIOS'S ENDOWMENT FUNDS IS TO PROVIDE LONG-TERM SUPPORT FOR THE INSTITUTION. INCOME FROM DONOR-RESTRICTED ENDOWMENT FUNDS IS UTILIZED BY BIOS IN ACCORDANCE WITH DONOR INTENT. |
| PART X, LINE 2: | ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES: BIOS RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGMENT HAS DETERMINED THAT BIOS HAD NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. BIOS IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RECLASSED TO FORM 990, PART VIII, LINE 10B 39,993. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RECLASSED TO FORM 990, PART VIII, LINE 10B 39,993. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TO FACILITATE SCIENTIFIC RESEARCH | $557,298 |
| BERMUDA | 1 | 42 | PROGRAM SERVICES | TO FACILITATE SCIENTIFIC RESEARCH | $12,667,899 |
| CENTRAL AMERICA AND THE CARRIBEAN | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TO FACILITATE SCIENTIFIC RESEARCH | $91,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 42 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Subtotal Spent | $13,316,505 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,316,505 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $200,045 | WIRE TRANSFER | $0 |
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $92,315 | WIRE TRANSFER | $0 |
| CAYMAN ISLANDS | TO FACILITATE SCIENTIFIC RESEARCH | $91,308 | WIRE TRANSFER | $0 |
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $264,938 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | USE OF GRANT FUNDS OUTSIDE THE USA ARE SUBJECT TO THE SAME SCRUTINY AS ARE FUNDS INSIDE THE USA. THE FUNDS ARE ISSUED TO THE ORGANIZATION ONLY, BASED ON AN APPROVED PROPOSAL, PERIODIC REPORTS ARE REQUIRED AND FUNDS ARE ONLY RELEASED ON A REIMBURSEMENT BASIS. BIOS MAINTAINS ACCOUNTING PROCEDURES GOVERNING ALL EXPENDITURES INCLUDING GRANT EXPENDITURES IN ITS ACCOUNTING AND POLICIES PROCEDURE MANUAL. GRANT FUNDING IS PROVIDED CONTRACTUALLY VIA SUBAWARD OR GRANT AGREEMENT VIA BIOS. FEDERAL PROJECT GRANT FUNDING FOR SUBAWARDS REQUIRE MONITORING IN TWO AREAS - (A) SUBRECIPIENT INSTITUTION COMPLIANCE WITH THE AUDITING REQUIREMENTS OF OMB CIRCULAR A-133 AND (B) SUBRECIPIENT PROVIDES PIS WITH ROUTINE AND REVIEWING OF TECHNICAL REPORTS AND REVIEW OF INVOICING IN RELATION TO BUDGET. CONTRACTUAL AGREEMENTS DICTATE SCOPE, PERIOD OF PERFORMANCE, AUDIT AND COMPENSATION (COST REIMBURSEMENT) REQUIREMENTS. ALL AGREEMENTS ARE TO FACILITATE SCIENTIFIC RESEARCH IN ACCORDANCE WITH THE ORGANIZATION'S MISSION. THIS IS CONSISTENTLY APPLIED IN US EXPENDITURES AND NON-US EXPENDITURES ALIKE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF RHODE ISLAND | ||||||||
| 70 LOWER COLLEGE RD | KINGSTON | RI | 028811967 | 223011455 | 115 | $128,267 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| MARINE BIOLOGICAL LABORATORY | ||||||||
| 7 MBL ST | WOODS HOLE | MA | 02543 | 042104690 | 501(C)(3) | $268,935 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| OREGON STATE UNIVERSITY | ||||||||
| 312 KERR ADMINISTRATION BUILDING | CORVALLIS | OR | 973312140 | 611730890 | 115 | $212,427 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| THE REGENTS OF UNIVERSITY OF CALIFORNIA SANTA BARBARA | ||||||||
| SAASB BUILDING ROOM 1212 | SANTA BARBARA | CA | 931062003 | 956006145 | 115 | $207,849 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| UNIVERSITY OF MIAMI | ||||||||
| 1535 LEVANTE AVENUE ROOM 201A | CORAL GABLES | FL | 33146 | 590624458 | 501(C)(3) | $158,676 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| WOODS HOLE OCEANOGRAPHIC INST | ||||||||
| 266 WOODS HOLE ROAD | WOODS HOLE | MA | 025431050 | 042105850 | 501(C)(3) | $284,199 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BIOS MAINTAINS ACCOUNTING PROCEDURES GOVERNING ALL EXPENDITURES INCLUDING GRANT EXPENDITURES IN ITS ACCOUNTING AND POLICIES PROCEDURE MANUAL. GRANT FUNDING IS PROVIDED CONTRACTUALLY VIA SUBAWARD OR GRANT AGREEMENT VIA BIOS. FEDERAL PROJECT GRANT FUNDING FOR SUBAWARDS REQUIRE MONITORING IN TWO AREAS - (A) SUBRECIPIENT INSTITUTION COMPLIANCE WITH THE AUDITING REQUIREMENTS OF OMB CIRCULAR A-133 AND (B) SUBRECIPIENT PROVIDES PIS WITH ROUTINE AND REVIEWING OF TECHNICAL REPORTS AND REVIEW OF INVOICING IN RELATION TO BUDGET. CONTRACTUAL AGREEMENTS DICTATE SCOPE, PERIOD OF PERFORMANCE, AUDIT AND COMPENSATION (COST REIMBURSEMENT) REQUIREMENTS. ALL AGREEMENTS ARE TO FACILITATE SCIENTIFIC RESEARCH IN ACCORDANCE WITH THE ORGANIZATION'S MISSION. THIS IS CONSISTENTLY APPLIED IN US EXPENDITURES AND NON-US EXPENDITURES ALIKE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN OLSEN | ||||||||||||||
| TRUSTEE | $0 | $561,251 | $0 | $0 | $0 | $483,943 | $0 | $42,900 | $0 | $13,802 | $0 | $1,101,896 | $0 | $0 |
| LISA LOO | ||||||||||||||
| TRUSTEE | $0 | $475,613 | $0 | $0 | $0 | $120,250 | $0 | $33,000 | $0 | $6,713 | $0 | $635,576 | $0 | $0 |
| PETER SCHLOSSER | ||||||||||||||
| TRUSTEE | $0 | $439,757 | $0 | $15,000 | $0 | $50,000 | $0 | $23,100 | $0 | $5,747 | $0 | $533,604 | $0 | $0 |
| WILLIAM CURRY PHD | ||||||||||||||
| PRESIDENT AND CEO | $310,000 | $0 | $0 | $0 | $56,000 | $0 | $15,500 | $0 | $0 | $0 | $381,500 | $0 | $0 | $0 |
| KENRO KUSUMI | ||||||||||||||
| TRUSTEE | $0 | $345,851 | $0 | $0 | $0 | $0 | $0 | $23,100 | $0 | $5,507 | $0 | $374,458 | $0 | $0 |
| RICHARD STANLEY | ||||||||||||||
| VICE-CHAIR | $0 | $234,325 | $0 | $0 | $0 | $40,057 | $0 | $49,312 | $0 | $5,427 | $0 | $329,121 | $0 | $0 |
| NICHOLAS BATES | ||||||||||||||
| SENIOR SCIENTIST & DIRECTO | $230,000 | $10,000 | $0 | $0 | $0 | $0 | $12,000 | $0 | $0 | $0 | $242,000 | $10,000 | $0 | $0 |
| VICTORIA MILLETT | ||||||||||||||
| TREASURER & CONTROLLER | $181,280 | $0 | $0 | $0 | $0 | $0 | $9,064 | $0 | $0 | $0 | $190,344 | $0 | $0 | $0 |
| MURRAY STEIN | ||||||||||||||
| MARINE SUPERINTENDENT | $170,000 | $0 | $0 | $0 | $3,124 | $0 | $8,500 | $0 | $0 | $0 | $181,624 | $0 | $0 | $0 |
| ERIC HOCHBERG | ||||||||||||||
| SENIOR SCIENTIST | $150,256 | $10,000 | $0 | $0 | $566 | $0 | $0 | $0 | $0 | $0 | $150,822 | $10,000 | $0 | $0 |
| RODNEY JOHNSON | ||||||||||||||
| ASSISTANT SCIENTIST | $149,680 | $2,404 | $0 | $0 | $0 | $0 | $7,484 | $0 | $0 | $0 | $157,164 | $2,404 | $0 | $0 |
| ANDREW PETERS | ||||||||||||||
| DIRECTOR OF EDUCATION | $147,496 | $2,404 | $0 | $0 | $0 | $0 | $7,375 | $0 | $0 | $0 | $154,871 | $2,404 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | WILLIAM CURRY RECEIVED A HOUSING BENEFIT IN THE AMOUNT OF $25,000, REPORTED IN SCHEDULE J PART I COLUMN B III. |
| PART I, LINE 3: | THE DIRECTORS LISTED ON SCHEDULE J ARE COMPENSATED BY ARIZONA STATE UNIVERSITY. THEIR COMPENSATION IS DETERMINED BY THE UNIVERSITY IN ADHERANCE WITH POLICIES AND APPLICABLE UNIVERSITY GOVERNANCE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH CURRY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY RELATIONSHIP | RelationshipDescriptionTxt |
| Transaction | $0 | TransactionAmt |
| Transaction | EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: RUTH CURRY(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:FAMILY RELATIONSHIP WITH WILLIAM CURRY, PRESIDENT & CEO | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | SCIENTIFIC RESEARCH: RESEARCH CONDUCTED AT BIOS IS RELEVANT TO THE WATERS SURROUNDING BERMUDA, AS WELL AS THE GLOBAL EARTH SYSTEM, AND IS MULTIDISCIPLINARY, SPANNING THE BIOLOGICAL, CHEMICAL, GEOLOGICAL, AND PHYSICAL SCIENCES. THE MAJOR ACCOMPLISHMENTS OF THE LARGEST PROJECT AT BIOS, THE BERMUDA ATLANTIC TIME-SERIES STUDY, INCLUDES: PROVISION OF CLIMATE-CHANGE RELEVANT UNDERSTANDING OF OCEAN HEALTH AND FUNCTION; PUBLICATION OF MORE THAN THIRTY SCIENTIFIC PAPERS EACH YEAR; SUPPORT OF MORE THAN FIFTY NATIONAL AND INTERNATIONAL SCIENTIFIC COLLABORATORS; AND ACCESS OF SCIENTIFIC DATA TO SEVERAL THOUSAND RESEARCHERS EACH YEAR. IN SUPPORT OF THIS EFFORT, BIOS'S SHIP OPERATIONS CONTRIBUTE TO MULTIDISCIPLINARY MULTI-INSTITUTIONAL SCIENTIFIC RESEARCH WITH NUMEROUS EXPEDITIONS EACH YEAR AVERAGING 150 -250 DAYS AT SEA, BARRING YEARS WHERE A SHIPYARD IS SCHEDULED. IN 2023, 248 SEA DAYS WERE COMPLETED. IN 2024, 203 SEA DAYS ARE CURRENTLY SCHEDULED AND FUNDED IN ADDITION TO A VESSEL MAINTENANCE & REPAIRS SHIPYARD SCHEDULED TO COMMENCE IN DECEMBER 2024 AND COMPLETE IN QUARTER ONE 2025. |
| FORM 990, PART III, LINE 4B | EDUCATION: FROM HANDS-ON PROGRAMS FOR BERMUDA GRADE-SCHOOL STUDENTS TO GRADUATE RESEARCH INTERNSHIPS IN OCEANOGRAPHY, BIOS CONDUCTS A VARIETY OF EDUCATION PROGRAMS EACH YEAR THAT PREPARE THE NEXT GENERATION FOR THE SCIENTIFIC AND TECHNICAL CHALLENGES OF THE FUTURE. BIOS'S YEAR-LONG ON-ISLAND EDUCATION PROGRAM, OCEAN ACADEMY, PROVIDES TRAINING AND RESOURCES TO BERMUDA'S GRADE-SCHOOL TEACHERS AND OFFERS HANDS-ON LEARNING EXPERIENCES EACH YEAR. IN 2023, OCEAN ACADEMY SERVED 1,395 LOCAL STUDENTS AND TEACHERS AND ESTABLISHED A NEW EXTENDED REALITY CLASSROOM. UNIVERSITY STUDENTS FROM THE US, UK, CANADA, AND OTHER COUNTRIES AROUND THE WORLD TAKE PART IN BIOS COURSES,RESEARCH INTERNSHIPS, AND OTHER EDUCATIONAL OFFERINGS THAT ENHANCE STUDENTS' IN-CLASSROOM EDUCATION WITH SPECIALIZED INSTRUCTION AND PRACTICAL SCIENTIFIC RESEARCH EXPERIENCE IN BOTH THE LAB AND IN THE FIELD. IN 2023 BIOS UNIVERSITY PROGRAMS OPERATIONS SHOWED STRONG GROWTH FOLLOWING THE IMPACT OF THE GLOBAL PANDEMIC, AND SUCCESSFULLY HOSTED A TOTAL OF 94 STUDENTS: 46 STUDENTS ENROLLED IN THREE SUMMER COURSES, 23 INTERNS, AND 10 FALL SEMESTER PROGRAM STUDENTS. BIOS HOSTED 21 EDUCATIONAL VISITING GROUPS IN 2023, TOTALLING 381 STUDENTS AND INSTRUCTORS, FOR A TOTAL OF 148 NIGHTS AND 2,824 BEDNIGHTS. BIOS ADDITIONALLY HOSTED 9 GROUPS FOR EVENING PROGRAMMING FROM ROAD SCHOLAR INC. IN 2023, TOTALLING 180 PARTICIPANTS. |
| FORM 990, PART VI, SECTION A, LINE 2 | (A) NAME OF PERSON: RUTH CURRY (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY RELATIONSHIP WITH WILLIAM CURRY, PRESIDENT & CEO |
| FORM 990, PART VI, SECTION A, LINE 6 | ARIZONA STATE UNIVERSITY IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | ARIZONA STATE UNIVERSITY IS THE SOLE MEMBER OF THE ORGANIZATION AND HAS THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | ARIZONA STATE UNIVERSITY IS THE SOLE MEMBER OF THE ORGANIZATION WITH ULTIMATE CONTROL OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE TREASURER AND CONTROLLER AND AFTER THE INITIAL REVIEW, A DRAFT COPY OF THE TAX RETURN WILL BE SENT TO THE BOARD OF TRUSTEES PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | BIOS INC. HAS A CONFLICT OF INTEREST POLICY GOVERNING ANY INTERESTED PERSON (ANY DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST) IS AN INTERESTED PERSON, I.E. NOT INDEPENDENT. THIS POLICY IS AFFIRMED ANNUALLY BE ALL DIRECTORS, PRINCIPAL OFFICERS, KEY EMPLOYEES AND MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT AND CEO IS DETERMINED BY THE COMPENSATION COMMITTEE BASED ON REVIEW OF COMPARABLE STATISTICS AND OTHER SOURCES AS THEY DEEM APPROPRIATE. COMPENSATION OF OTHER OFFICERS AND KEY MANAGEMENT PERSONNEL ARE DETERMINED BY THE PRESIDENT AND CEO WITH THE ADVICE OF THE CHAIRMAN. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTING FIRM. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIZONA STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 S FOREST AVE | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860196696 | EIN |
| Primary Activities | UNIVERSITY EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 115 | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| ARIZONA STATE UNIVERSITY | |
| L | $2,800,000 |
| ARIZONA STATE UNIVERSITY | |
| Q | $686,347 |
| ARIZONA STATE UNIVERSITY | |
| Q | $225,000 |
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