2023-05-15T15:00:12-05:00 2022-06-30 990 2021-07-01 231352000 THE ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA ACAD 2152991000 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 191031101 LISA MILLER VP, CFO/COO 2152991000 2023-05-15 LISA MILLER 999009999 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z THE ACADEMY OF NATURAL SCIENCES OF DREXEL UNIVERSITY LISA MILLER 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 191031101 34572713 0 X WWW.ANSP.ORG X 1812 PA UNDERSTAND THE NATURAL WORLD AND INSPIRE EVERYONE TO CARE FOR IT. 28 23 216 3 32220 0 9754047 12298612 4470582 6006240 5145430 9007573 2738536 1557686 22108595 28870111 557715 873956 0 0 8396880 9533893 0 0 964837 8327300 10189771 17281895 20597620 4826700 8272491 106852043 101031754 10963882 7801744 95888161 93230010 X THE MISSION IS "TO UNDERSTAND THE NATURAL WORLD AND INSPIRE EVERYONE TO CARE FOR IT." THE ACADEMY IMPLEMENTS ITS MISSION THROUGH IMPROVING AND UNDERSTANDING THE DIVERSITY OF LIFE, DEVELOPING AND APPLYING SCIENCE TO PROTECT THE ENVIRONMENT, ADVANCING PUBLIC INTEREST AND ENGAGEMENT IN NATURAL SCIENCES AND ENVIRONMENTAL ISSUES, AND PRESERVING THE HERITAGE OF NATURAL SCIENCE WITHIN SPECIMENS, IMAGES, STORIES, AND DATA. 0 0 6923468 757551 4131112 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. ACADEMY RESEARCHERS ALSO WORK TO UNDERSTAND, PROTECT AND RESTORE ENVIRONMENTAL CONDITIONS THROUGH BASIC AND APPLIED RESEARCH, WORKING COLLABORATIVELY WITH REGULATORS, PLANNERS, PRACTITIONERS, AND STAKEHOLDERS. 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 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. 6340768 111405 1818938 EDUCATION - THE ACADEMY BRINGS NATURAL SCIENCE TO LIFE THROUGH THREE FLOORS OF ENGAGING PERMANENT EXHIBITS, DINOSAURS AND DIORAMAS, 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 2022. THIS PAST SUMMER, THE NUMBER OF GROUP VISITS FOR SUMMER CAMPS CONTINUED TO INCREASE, AND THE ATTENDEES IN THE ACADEMY'S BELOVED 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 2022, WE LAUNCHED THE MUSEUM INNOVATION FUND, A PROJECT THAT INSPIRES DREXEL FACULTY TO EXPERIMENT WITH THE ACADEMY AS A SPACE FOR NEW APPROACHES TO MUSEUMS AND PUBLIC ENGAGEMENT. FOR WATER YEAR, THE ACADEMY PRESENTED TWO EXHIBITIONS IN THE WILLIAM B. DIETRICH GALLERY. INVISIBLE WORLD OF WATER INVITED VISITORS TO MARVEL AT SNOW CRYSTALS AND DIATOMS AND CONSIDER THE HISTORY OF THEIR DISCOVERIES THROUGH ART AND SCIENCE. THE RIVER FEEDS BACK PRESENTED A SOUNDSCAPE OF THE SCHUYLKILL RIVER BY ARTISTS ANNEA LOCKWOOD AND LIZ PHILLIPS. IN OUR TEMPORARY EXHIBITION GALLERY, WE PRESENTED EXTREME DEEP, AN EXPLORATION OF THE FASCINATING REALM OF THE DEEP SEA, AND OCEAN BOUND, A JOURNEY OF WATER'S MOVEMENT FROM THE MOUNTAINS TO THE SEA. WE ALSO MOUNTED THE LARGE-SCALE PUBLIC ARTWORK WATERSHED MOMENT. MADE POSSIBLE THROUGH THE PEW CENTER FOR ARTS & HERITAGE, THIS THOUGHT-PROVOKING PROJECTS ON WATERWAYS WAS A COLLABORATION BETWEEN SCIENTISTS IN THE ACADEMY'S PATRICK CENTER FOR ENVIRONMENTAL RESEARCH AND ARTISTS IN NEW PARADISE LABORATORIES.THE COMMUNITY LEARNING DIVISION CONTINUES TO CREATE COMMUNITY-CENTERED ACTIVITIES WITH THE INTENT TO MOBILIZE ENVIRONMENTAL JUSTICE LEADERS AND CIVICALLY MINDED INDIVIDUALS. PARTNERING WITH COMMUNITIES ACROSS THE CITY, THE ACADEMY CONTINUES TO 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 ACADEMY'S NATIONALLY RECOGNIZED AND AWARD-WINNING WOMEN IN NATURAL SCIENCES (WINS) PROGRAM, A FREE AFTER-SCHOOL AND SUMMER ENRICHMENT PROGRAM FOR YOUNG WOMEN, CONTINUES TO INTRODUCE 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. 1109750 5000 56190 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. IN MAY 2022, THE ACADEMY APPOINTED ITS FIRST MARTHA HAMILTON AND I. WISTAR MORRIS III EXECUTIVE DIRECTOR OF THE LIBRARY AND ARCHIVES TO STRENGTHEN THE DEPARTMENT'S LEADERSHIP AND REINFORCE ITS POSITION WITHIN DREXEL AND PHILADELPHIA, AS WELL AS AMONG NATIONAL AND INTERNATIONAL RESEARCH COMMUNITIES. 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. ITS HOLDINGS AND SERVICES ARE REGULARLY USED BY ACADEMY SCIENTISTS, COLLECTIONS EXPERTS, AND EXTERNAL RESEARCHERS. MATERIALS FROM THE LIBRARY AND ARCHIVES CONTINUE TO BE POPULARLY FEATURED IN THE ACADEMY'S PROGRAMS, EXHIBITS, AND DIGITAL OUTREACH. 14373986 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 0 1 0 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 33 0 1 216 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 23 1 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 2584592 181085 SCOTT COOPER PHD PRESIDENT AND CEO 40.00 0.00 X X 476309 0 80895 DAVID RUSENKO BOARD TRUSTEE 2.00 42.00 X 0 367194 30051 PETER AUSTEN BOARD TRUSTEE 2.00 0.00 X 0 0 0 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 AMY COES TO 921 BOARD TRUSTEE 2.00 0.00 X 0 0 0 MAUREEN CRAIG BOARD TRUSTEE 2.00 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X X 0 0 0 SHARON L WALKER PHD F AEESP FAA BOARD TRUSTEE 2.00 40.00 X 0 410164 31527 LISA M MILLER VP, CFO/COO 40.00 0.00 X 245158 0 40460 DAVID VELINSKY VP, CENTER FOR ACADEMY SCI 2.00 40.00 X 0 190359 27833 JANE TAYLOR VP, MARKETING, SALES & COM 40.00 0.00 X 169113 0 473 JACQUELINE GENOVESI VP, EDUCATION 40.00 0.00 X 139366 0 8024 MEGHAN BUCCI EXEC DIRECTOR, FINANCE & ADMIN 40.00 0.00 X 124122 0 10450 CAROL COLLIER SR ADVISOR WATERSHED MGT 40.00 0.00 X 100994 0 118 JOSEPH RESNICK SR DIR TECH & INFRASTRUCTURE 40.00 0.00 X 101647 0 23075 MARINA MCDOUGALL VP, EXPERIENCE & ENGAGEMENT 40.00 0.00 X 110000 0 0 1466709 3552309 433991 8 0 1 0 CAPACITY INTERACTIVE CONSULTING LLC BOX 83447 WOBURN MA 01813 MEDIA CONSULTANT 332220 CLEAN TECH SERVICES INC 114 CHESTNUT ST 5TH FL PHILADELPHIA PA 19106 CLEANING SERVICES 314091 BLUECADET LLC 1526 FRANKFORD AVE PHILADELPHIA PA 19125 WEBSITE SERVICES 261028 LIMBACH COMPANY LLC 175 TITUS AVENUE STE 100 WARRINGTON PA 18976 HVAC SERVICES 258321 LFP COACHING & CONSULTING LLC 31 NORTH SUGAN RD NEW HOPE PA 18938 CONSULTING SERVICES 189750 8 344838 5916998 1650425 4386351 106119 12298612 ENVIRONMENTAL RESEARCH 541700 3199021 3199021 SYSTEMATIC BIOLOGY RE 541700 932091 932091 EDUCATION & MUSEUM PRO 611600 929090 929090 MUSEUM ADMISSIONS 712110 889848 889848 ALL OTHER PROGRAM SERVICES 712110 56190 56190 6006240 1862175 1862175 35193 35193 12848000 5701008 1594 7146992 -1594 7145398 7145398 PENSION ACTUARIAL ADJUSTMENT 900099 1065848 1065848 HEALTH INSURANCE ADJUSTMENT 900099 391556 391556 FACILITY SALES 531120 32869 32869 32220 32220 1522493 28870111 6006240 32220 10533039 865290 865290 8666 8666 1013390 900898 112492 6371008 5506126 588512 276370 756176 563838 152518 39820 861523 655782 163066 42675 531796 396530 107262 28004 11831 11831 92500 92500 231013 231013 1544923 676610 830034 38279 287177 281177 6000 685577 575592 74873 35112 257579 192773 52063 12743 2014055 1915973 75299 22783 192644 180276 11666 702 53666 39352 14314 2000 2000 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0 0 0 489539 271587 2736265 1457404 4954795 20510200 14804830 14720068 18116477 21692493 89844068 0.71560 0.73650 0.08590 0.08500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 73266000 1020000 -1616000 3516000 69154000 58758000 171000 17979000 3642000 73266000 61880000 209000 -24000 3307000 58758000 62198000 7000 2718000 3043000 61880000 59741000 240000 4561000 2344000 62198000 0.02290 0.89840 0.07870 1 0 25890551 8484743 17405808 5908552 5103996 804556 96122 51321 44801 18255165 INVESTMENT AT NAV (PRIVATE EQUITY, REAL ESTATE, HEDGE FUNDS AND OTHER) 41927000 F 41927000 DEPOSITS 103818 POST RETIREMENT AND PENSION BENEFIT 4005759 OPERATING LEASE LIABILITY 6297 DUE TO DREXEL UNIVERSITY 500000 4615874 X 17192843 -10929640 -10929640 28122483 749222 -1594 747628 28870111 19849992 0 19849992 749222 -1594 747628 20597620 PART X, LINE 2: THE ACADEMY IS A NOT-FOR-PROFIT CORPORATION THAT HAS BEEN GRANTED TAX EXEMPT STATUS 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 AS OF JUNE 30, 2022, AND 2021. 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 SINCE THE ACADEMY'S INCEPTION ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS 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, EXHIBITS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THESE ITEMS ARE 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. EUROPE - INCLUDING ICELAND AND GREENLAND 0 0 PROGRAM SERVICES RESEARCH/COLLECTING 4683 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES RESEARCH/COLLECTING 3569 EUROPE - INCLUDING ICELAND AND GREENLAND 0 0 PROGRAM SERVICES TRAVEL/CONFERENCES 2988 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES TRAVEL/CONFERENCES 10755 SOUTH AMERICA 0 0 PROGRAM SERVICE RESEARCH/COLLECTING 670 0 0 0 0 0 0 22665 0 22665 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 ASPIRA INC OF PENNSYLVANIA 4322 N 5TH ST PHILADELPHIA PA 19140 231712664 501(C)(3) 15600 0 RESEARCH AZAVEA 990 SPRING GARDEN ST PHILADELPHIA PA 19123 233039470 FOR PROFIT 49220 0 RESEARCH BLOOMSBURG UNIVERSITY OF PENNSYLVANIA 400 E SECOND ST BLOOMSBURG PA 17815 232738930 501(C)(3) 16682 0 RESEARCH CONGRESO DE LATINOS UNIDOS (PHILADELPHIA BASED) 216 W SOMERSET ST PHILADELPHIA PA 19133 232051143 501(C)(3) 18600 0 RESEARCH DELAWARE RIVER BASIN COMMISSION PO BOX 7360 WEST TRENTON NJ 08628 231605892 115 20000 0 RESEARCH FRIENDS OF THE UPPER DELAWARE RIVER 158 E FRONT ST HANCOCK NY 13783 200337027 501(C)(3) 27349 0 RESEARCH GROWING GREAT 2711 N SEPULVEDA BLVD MANHATTAN BEACH CA 90266 562565503 501(C)(3) 51315 0 RESEARCH JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD NORTH BUILDING 4TH FLOOR STE N4327B BALTIMORE MD 21211 520595110 501(C)(3) 39343 0 RESEARCH LOCK HAVEN UNIVERSITY 401 N FAIRVIEW ST LOCK HAVEN PA 17745 232442881 115 24341 0 RESERACH MUSCONETCONG WATERSHED ACCR 10 MAPLE AVE PO BOX 113 ASBURY NJ 08802 223199292 501(C)(3) 13501 0 RESEARCH PHILADELPHIA EDUCATION FUND 700 ARCH ST 700N PHILADELPHIA PA 19106 222567982 501(C)(3) 22224 0 RESEARCH TEMPLE UNIVERSITY 1805 N BROAD ST WACHMAN HALL 1108 PHILADELPHIA PA 19122 231365971 501(C)(3) 303669 0 RESEARCH THE COMMONS 1875 CONNECTICUT AVE NW FL 10 WASHINGTON DC 20009 812531881 501(C)(3) 120000 0 RESEARCH THE NATURE CONSERVANCY 4245 N FAIRFAX DR SUITE 100 ARLINGTON VA 22203 530242652 501(C)(3) 46977 0 RESEARCH TRUSTEES OF THE UNIVERSITY OF ILLINOIS 506 S WRIGHT ST 209 HAB NO MC339 URBANA IL 61801 376000511 501(C)(3) 85338 0 RESEARCH UNIVERSITY OF DELAWARE 220 HULLIHEN HALL NEWARK DE 19716 516000297 501(C)(3) 11131 0 RESEARCH 15 1 AWARDS 40 8666 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 0 0 JOHN A FRY BOARD TRUSTEE 0 765164 0 350000 0 1469428 0 166041 0 15044 0 2765677 0 900000 SCOTT COOPER PHD PRESIDENT AND CEO 380547 0 90000 0 5762 0 62418 0 18477 0 557204 0 0 0 SHARON L WALKER PHD F AEESP FAA BOARD TRUSTEE 0 399176 0 0 0 10988 0 13050 0 18477 0 441691 0 0 DAVID RUSENKO BOARD TRUSTEE 0 317694 0 49500 0 0 0 15950 0 14101 0 397245 0 0 LISA M MILLER VP, CFO/COO 224448 0 20710 0 0 0 39808 0 652 0 285618 0 0 0 DAVID VELINSKY VP, CENTER FOR ACADEMY SCI 0 190359 0 0 0 0 0 9613 0 18220 0 218192 0 0 JANE TAYLOR VP, MARKETING, SALES & COM 169113 0 0 0 0 0 0 0 473 0 169586 0 0 0 PART I, LINE 4B DREXEL UNIVERSITY, A RELATED ORGANIZATION, PAID MR. FRY'S DEFERRED COMPENSATION OF $912,816, WHICH BEGAN EFFECTIVE JUNE 30, 2019. MR. FRY HAD BEEN CREDITED $300,000 ON EACH JUNE 30, BEGINNING JUNE 30, 2019, AND ENDING ON JUNE 30, 2021. IN ADDITION, THE DEFERRED COMPENSATION WAS CREDITED WITH INTEREST EARNED ANNUALLY. ON JUNE 30, 2021, MR. FRY BECAME FULLY VESTED IN THE DEFERRED COMPENSATION ARRANGEMENT. DREXEL UNIVERSITY, A RELATED ORGANIZATION, PAID MR. FRY'S DEFERRED COMPENSATION OF $156,347, WHICH BEGAN EFFECTIVE JULY 31, 2021. MR. FRY HAD BEEN CREDITED $25,000 PER MONTH, BEGINNING JULY 31, 2021, THROUGH DECEMBER 31, 2021, 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 JULY 31, 2021, THROUGH DECEMBER 31, 2021. 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. 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 33629 EMPLOYMENT 0 X 3 0 PART II EXPLANATION X 0 PART II EXPLANATION X 14 106119 SELLING PRICE X 3 0 PART II EXPLANATION X MISCELLANEOUS 1 0 PART II EXPLANATION 1 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 OF COLLECTION ITEMS BECAUSE COLLECTIONS ARE NOT CAPITALIZED AS ALLOWED UNDER SFAS 116. THE ORGANIZATION ALSO DOES NOT RECOGNIZE REVENUE FOR NONCASH CONTRIBUTIONS (OTHER THAN SECURITIES). FORM 990, PART V, LINE 7G: NOT APPLICABLE. FORM 990, PART V, LINE 7H: NOT APPLICABLE. FORM 990, PART VI, SECTION A, LINE 1A EMERITUS TRUSTEES AND HONORARY TRUSTEES SHALL HAVE SUCH OTHER PRIVILEGES AS THE BOARD SHALL DETERMINE BUT SHALL NOT BE ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION A, LINE 2 JOHN BALES AND SANDRA MCLEAN - BUSINESS RELATIONSHIP 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 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