BERMUDA INSTITUTE OF OCEAN SCIENCES BIOS INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BERMUDA INSTITUTE OF OCEAN SCIENCES BIOS INC (EIN 06-0706038)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349327145
- Schema version
- 2021v4.2
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:36:33-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | WILLIAM CURRY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Foreign Phone | 4412971880 | ForeignPhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | CURRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM CURRY | 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 | $12,847,549 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BIOS.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 OF THE OCEANS (CONTINUED IN SCHEDULE O) THROUGH 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 | 40 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,116,895 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,612,144 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $704,642 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,137,678 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,591 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,638 | CYInvestmentIncomeAmt |
| PY Other Revenue | $174,215 | PYOtherRevenueAmt |
| CY Other Revenue | $138,488 | CYOtherRevenueAmt |
| PY Total Revenue | $22,007,343 | PYTotalRevenueAmt |
| CY Total Revenue | $11,893,948 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,263,671 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,675,753 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,261,342 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,559,169 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $319,043 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,159,472 | PYOtherExpensesAmt |
| CY Other Expenses | $7,211,598 | CYOtherExpensesAmt |
| PY Total Expenses | $13,684,485 | PYTotalExpensesAmt |
| CY Total Expenses | $15,446,520 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,322,858 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,552,572 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,596,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,144,596 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,919,868 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,896,844 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,676,464 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,247,752 | 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 | $9,543,729 | ExpenseAmt |
| Grant | $1,675,753 | GrantAmt |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,900,963 | ExpenseAmt |
| Revenue | $1,137,678 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,444,692 | 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 | 0 | 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 | Yes (1) | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 40 | 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 | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
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 (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEVE WEINSTEIN | ||||||||
| CHAIRMAN | 2.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| J WILLIAM CHARRIER | ||||||||
| VICE-CHAIRMAN | 25.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD STANLEY | ||||||||
| VICE-CHAIRMAN | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICK BARLOW | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH H BRINK PHD | ||||||||
| TRUSTEE, UNTIL 10/2021 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| COLIN BROWN | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A BUTT | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOSE CARDENAS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M CHURCH PHD | ||||||||
| TRUSTEE, UNTIL 2/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GRAHAM COLLIS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES COOPER | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT CORELL | ||||||||
| TRUSTEE, UNTIL 10/2021 | 1.00 | 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 | |||
| DIANA H FRAZIER | ||||||||
| TRUSTEE, UNTIL 10/2021 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES N GALLOWAY PHD | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LINDA K GLOVER | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARK GUISHARD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL D HAMER PHD | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.75 | Yes (X) | $0 | $0 | $0 | |||
| PAUL HANLE PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS HANSELL PHD | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| IDWAL WYN HUGHES PHD | ||||||||
| TRUSTEE, UNTIL 6/2021 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENRO KUSUMI | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ALAN H MCGOWAN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN M O'HARA | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MORGAN OLSEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN REISS | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RALPH E RICHARDSON | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PETER SCHLOSSER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SCHRUM | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HON GERALD DE SIMONS OBE | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BURT SINGER | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES N STANARD PHD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH K STEINBERG PHD | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| IAN STRECKER | ||||||||
| TRUSTEE, UNTIL 6/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LADY JUDY VEREKER | ||||||||
| TRUSTEE, UNTIL 10/2021 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BESS WARD PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY WILLIAMS | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H WILLIAMS | ||||||||
| TRUSTEE, UNTIL 10/2021 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM CURRY PHD | ||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $404,124 | $0 | $51,581 | |||
| WILLIAM GRAHAM- WELTON | ||||||||
| CHIEF FINANICAL AND OPERATION | 40.00 | Yes (X) | $217,153 | $0 | $34,173 | |||
| VICTORIA MILLETT | ||||||||
| TREASURER/CONTROLLER | 40.00 | Yes (X) | $173,040 | $0 | $23,066 | |||
| GILLIAN M S HOLLIS | ||||||||
| SECRETARY | 40.00 | Yes (X) | $91,267 | $0 | $16,111 | |||
| NICHOLAS BATES | ||||||||
| SENIOR SCIENTIST AND DIR. OF RESEARCH | 40.00 | $234,062 | $0 | $32,703 | Yes (X) | |||
| QUENTIN LEWIS | ||||||||
| MARINE SUPERINTENDENT | 40.00 | $177,020 | $0 | $40,850 | Yes (X) | |||
| ANDREW PETERS | ||||||||
| DIRECTOR OF EDUCATION | 40.00 | $140,595 | $0 | $20,548 | Yes (X) | |||
| ERIC HOCHBERG | ||||||||
| SENIOR SCIENTIST | 40.00 | $133,100 | $0 | $31,599 | Yes (X) | |||
| JULIUS BARSI | ||||||||
| BIOLOGIST - ASSISTANT SCIENTIST | 40.00 | $130,252 | $0 | $22,549 | Yes (X) | |||
| KENT LARSEN | ||||||||
| OCEAN TECHNICAL SERVICES MANAGER | 40.00 | $129,756 | $0 | $19,163 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,830,369 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $292,343 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BERNHARD SCHULTE SHIPMANAGEMENT (ISLE OF | ||||||||||
| DORCHESTER HOUSE BELMONT HILL | DOUGLAS | ISLE OF MAN | UK | IM1 4RE | SHIP MANAGEMENT SERVICES | $326,866 | ||||
| MARKEY MACHINERY COMPANY INC | ||||||||||
| WINCH FABRICATION AND SERVICING | $135,226 | 7266 8TH AVENUE SOUTH | SEATTLE | WA | 98108 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,648,807 | GovernmentGrantsAmt |
| All Other Contributions | $1,963,337 | AllOtherContributionsAmt |
| Noncash Contributions | $50,704 | NoncashContributionsAmt |
| Total Contributions | $10,612,144 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,137,678 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,137,678 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,137,678 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $548 | TotalRevenueColumnAmt |
| Exclusion | $548 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $273,489 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $149,649 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $123,840 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,840 | TotalRevenueColumnAmt |
| Exclusion | $123,840 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $800,900 | SecuritiesAmt |
| Other | $5,200 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $801,010 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$110 | SecuritiesAmt |
| Other | $5,200 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,090 | TotalRevenueColumnAmt |
| Exclusion | $5,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $17,590 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,942 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,648 | TotalRevenueColumnAmt |
| Exclusion | $14,648 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,893,948 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,137,678 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $144,126 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386,698 | TotalAmt |
| Program Services | $1,386,698 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,055 | TotalAmt |
| Program Services | $289,055 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,277,280 | TotalAmt |
| Program Services | $266,765 | ProgramServicesAmt |
| Management And General | $1,010,515 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,996 | TotalAmt |
| Program Services | $141,996 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,255,272 | TotalAmt |
| Program Services | $3,754,341 | ProgramServicesAmt |
| Management And General | $317,781 | ManagementAndGeneralAmt |
| Fundraising | $183,150 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,731 | TotalAmt |
| Program Services | $156,214 | ProgramServicesAmt |
| Management And General | $2,278 | ManagementAndGeneralAmt |
| Fundraising | $9,239 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,667 | TotalAmt |
| Program Services | $405,238 | ProgramServicesAmt |
| Management And General | $21,839 | ManagementAndGeneralAmt |
| Fundraising | $24,590 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,223 | TotalAmt |
| Program Services | $204,266 | ProgramServicesAmt |
| Management And General | $49,681 | ManagementAndGeneralAmt |
| Fundraising | $11,276 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,487 | TotalAmt |
| Program Services | $52,487 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,000 | TotalAmt |
| Management And General | $69,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,349 | TotalAmt |
| Management And General | $69,349 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,932 | TotalAmt |
| Program Services | $597,233 | ProgramServicesAmt |
| Management And General | $42,519 | ManagementAndGeneralAmt |
| Fundraising | $57,180 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833 | TotalAmt |
| Management And General | $833 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,154 | TotalAmt |
| Program Services | $178,026 | ProgramServicesAmt |
| Management And General | $36,251 | ManagementAndGeneralAmt |
| Fundraising | $2,877 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,426 | TotalAmt |
| Program Services | $59,159 | ProgramServicesAmt |
| Fundraising | $3,267 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,758 | TotalAmt |
| Program Services | $348,758 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,897 | TotalAmt |
| Program Services | $602,930 | ProgramServicesAmt |
| Management And General | $7,967 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,181 | TotalAmt |
| Program Services | $11,091 | ProgramServicesAmt |
| Management And General | $2,090 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,360 | TotalAmt |
| Program Services | $412,360 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,163,788 | TotalAmt |
| Program Services | $209,302 | ProgramServicesAmt |
| Management And General | $1,953,057 | ManagementAndGeneralAmt |
| Fundraising | $1,429 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,108 | TotalAmt |
| Program Services | $283,755 | ProgramServicesAmt |
| Management And General | $18,353 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES AND FOOD | $786,678 | $773,566 | $12,336 | $776 |
| REPAIRS AND MAINTENANCE | $737,023 | $668,810 | $45,219 | $22,994 |
| FUEL | $295,509 | $295,509 | ||
| STUDENT SUPPORT STIPEND | $240,139 | $237,874 | $2,265 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,976 | TotalAmt |
| Program Services | $109,259 | ProgramServicesAmt |
| Management And General | $23,717 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,446,520 | TotalAmt |
| Program Services | $11,444,692 | ProgramServicesAmt |
| Management And General | $3,682,785 | ManagementAndGeneralAmt |
| Fundraising | $319,043 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,135,481 | BOYAmt |
| EOY | $4,943,842 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,430,370 | BOYAmt |
| EOY | $2,417,593 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,870,473 | BOYAmt |
| EOY | $7,397,602 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,599 | BOYAmt |
| EOY | $273,716 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,510 | BOYAmt |
| EOY | $66,434 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,515 | BOYAmt |
| EOY | $43,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,860,207 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,688,258 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,043,269 | BOYAmt |
| EOY | $15,171,949 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,727,733 | BOYAmt |
| EOY | $17,829,059 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,382 | BOYAmt |
| EOY | $1,352 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,596,332 | BOYAmt |
| EOY | $48,144,596 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,270 | BOYAmt |
| EOY | $723,174 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,634 | BOYAmt |
| EOY | $59,099 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,315 | BOYAmt |
| EOY | $755,358 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,350,000 | BOYAmt |
| EOY | $5,432,088 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980,649 | BOYAmt |
| EOY | $927,125 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,919,868 | BOYAmt |
| EOY | $7,896,844 | 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 | $9,523,063 | BOYAmt |
| EOY | $2,726,897 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,153,401 | BOYAmt |
| EOY | $37,520,855 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,676,464 | BOYAmt |
| EOY | $40,247,752 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,596,332 | BOYAmt |
| EOY | $48,144,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,552,572 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,923,860 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,200,000 | 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 | $17,397,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,300,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,686,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,116,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,612,144 | CurrentTaxYearAmt |
| Total | $70,114,208 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,397,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,300,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,686,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,116,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,612,144 | CurrentTaxYearAmt |
| Total | $70,114,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,901,219 | SubstantialContributorsTotAmt |
| Public Support Total170 | $60,212,989 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $489,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $690,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $376,421 | CurrentTaxYearAmt |
| Total | $2,359,223 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $12,317 | CurrentTaxYearMinus1YearAmt |
| Total | $12,317 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,485,748 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,133,507 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81440 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,300,178 | BeginningYearBalanceAmt |
| Contributions | $25,800 | ContributionsAmt |
| Investment Earnings Or Losses | -$967,460 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $695,199 | OtherExpendituresAmt |
| End Year Balance | $13,663,319 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,732,393 | BeginningYearBalanceAmt |
| Contributions | $276,352 | ContributionsAmt |
| Investment Earnings Or Losses | $2,003,207 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $711,774 | OtherExpendituresAmt |
| End Year Balance | $15,300,178 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11050 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56951 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31999 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | 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 | $16,594,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,233,896 | DepreciationAmt |
| Book Value | $7,360,208 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,989,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,612,891 | DepreciationAmt |
| Book Value | $2,376,743 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,789,619 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,841,471 | DepreciationAmt |
| Book Value | $4,948,148 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,171,949 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,202,804 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,923,860 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,454,975 | OtherRevenueAmt |
| Revenue Not Reported | $5,378,835 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,823,969 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $69,349 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $630 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $69,979 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,893,948 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,631,516 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $254,975 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $254,975 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,376,541 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $69,349 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $630 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $69,979 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,446,520 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 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: | BIOS RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT 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 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE RECLASSED TO FORM 990, PART VIII, LINE 6B 252,033. COST OF GOODS SOLD RECLASSED TO FORM 990, PART VIII, LINE 10B 2,942. ASU EQUITY INVESTMENT 3,200,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON FOREIGN CURRENCY EXCHANGE 630. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RECLASSED TO FORM 990, PART VIII, LINE 10B 2,942. RENTAL EXPENSES RECLASSED TO FORM 990, PART VIII, LINE 6B 252,033. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON FOREIGN CURRENCY EXCHANGE 630. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 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 | $289,055 |
| BERMUDA | 1 | 73 | PROGRAM SERVICES | SCIENTIFIC RESEARCH AND EDUCATION | $11,059,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,348,431 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,348,431 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $112,833 | WIRE TRANSFER | $0 |
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $61,688 | WIRE TRANSFER | $0 |
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $41,479 | WIRE TRANSFER | $0 |
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $34,034 | WIRE TRANSFER | $0 |
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $30,809 | WIRE TRANSFER | $0 |
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $8,212 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 6 | TotalOtherOrgCnt |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | 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. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MARINE BIOLOGICAL LABORATORY | ||||||||
| PO BOX 3218 | BOSTON | MA | 022413218 | 042104690 | 501(C)(3) | $353,114 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| WOODS HOLE OCEANOGRAPHIC INSTITUTE | ||||||||
| 569 WOODS HOLE ROAD | BOSTON | MA | 02543 | 042105850 | 501(C)(3) | $301,187 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| OREGON STATE UNIVERSITY | ||||||||
| 312 KERR ADMINISTRATION BUILDING | CORVALLIS | OR | 973312140 | 611730890 | 115 | $296,917 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 8622 DISCOVERY WAY 0210 | LA JOLLA | CA | 920930210 | 956006145 | 115 | $260,852 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| UNIVERSITY OF MIAMI | ||||||||
| 1535 LEVANTE AVENUE ROOM 201A | CORAL GABLES | FL | 33146 | 590624458 | 501(C)(3) | $113,725 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| THE UNIVERSITY OF RHODE ISLAND | ||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 028812023 | 056014351 | 115 | $38,932 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| UNIVERSITY OF WASHINGTON | ||||||||
| 4333 BROOKLYN AVENUE NE | SEATTLE | WA | 98105 | 916001537 | 115 | $21,971 | $0 | TO FACILITATE SCIENTIFIC RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM CURRY PHD | ||||||||||||||
| PRESIDENT AND CEO | $341,000 | $0 | $0 | $0 | $63,124 | $0 | $15,500 | $0 | $36,081 | $0 | $455,705 | $0 | $0 | $0 |
| NICHOLAS BATES | ||||||||||||||
| SENIOR SCIENTIST AND DIR. OF RESEARC | $234,062 | $0 | $0 | $0 | $0 | $0 | $11,146 | $0 | $21,557 | $0 | $266,765 | $0 | $0 | $0 |
| WILLIAM GRAHAM- WELTON | ||||||||||||||
| CHIEF FINANICAL AND OPERATION | $217,153 | $0 | $0 | $0 | $0 | $0 | $10,341 | $0 | $23,832 | $0 | $251,326 | $0 | $0 | $0 |
| QUENTIN LEWIS | ||||||||||||||
| MARINE SUPERINTENDENT | $175,000 | $0 | $0 | $0 | $2,020 | $0 | $8,750 | $0 | $32,100 | $0 | $217,870 | $0 | $0 | $0 |
| VICTORIA MILLETT | ||||||||||||||
| TREASURER/CONTROLLER | $173,040 | $0 | $0 | $0 | $0 | $0 | $8,240 | $0 | $14,826 | $0 | $196,106 | $0 | $0 | $0 |
| ERIC HOCHBERG | ||||||||||||||
| SENIOR SCIENTIST | $133,100 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $31,599 | $0 | $164,699 | $0 | $0 | $0 |
| ANDREW PETERS | ||||||||||||||
| DIRECTOR OF EDUCATION | $140,595 | $0 | $0 | $0 | $0 | $0 | $6,695 | $0 | $13,853 | $0 | $161,143 | $0 | $0 | $0 |
| JULIUS BARSI | ||||||||||||||
| BIOLOGIST - ASSISTANT SCIENTIST | $130,000 | $0 | $0 | $0 | $252 | $0 | $0 | $0 | $22,549 | $0 | $152,801 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | PART I LINE 1A: HOUSING ALLOWANCES ARE PROVIDED TO SUPPLEMENT THE EXCESSIVE COST OF HOUSING IN BERMUDA. MOST STAFF ARE ABLE TO BENEFIT FROM THE RELATIVELY LOW COST HOUSING AVAILABLE ON CAMPUS. ALL ALLOWANCES PROVIDED ARE INCLUDED IN W-2'S WHERE REQUIRED. WILLIAM CURRY RECEIVED A HOUSING BENEFIT IN THE AMOUNT OF $60,000, REPORTED IN SCHEDULE J PART I COLUMN B III. | ExplanationTxt |
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 WITH WILLIAM CURRY, PRESIDENT & CEO | RelationshipDescriptionTxt |
| Transaction | $141,996 | TransactionAmt |
| Transaction | EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,304 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMP. EQUIPMENT | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS PROVIDED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 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 2021, 191 SEA DAYS WERE COMPLETED, WITH NO LOSS IMPACT FROM THE COVID-19 PANDEMIC. IN 2022, 218 SEA DAYS ARE CURRENTLY SCHEDULED AND FUNDED. |
| 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 TO APPROXIMATELY 1200 STUDENTS AND TEACHERS EACH YEAR. DUE TO ONGOING COVID-19 RESTRICTIONS IN EARLY 2021, OCEAN ACADEMY SERVED 952 STUDENTS, 370 IN VIRTUAL CLASSROOMS AND 580 ON CAMPUS. 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 2021, BIOS UNIVERSITY PROGRAMS OPERATIONS CONTINUED TO RECOVER FROM THE IMPACT OF THE GLOBAL PANDEMIC, AND SUCCESSFULLY HOSTED A TOTAL OF 60 STUDENTS: 31 STUDENTS ENROLLED IN TWO SUMMER COURSES, 19 INTERNS, AND 10 FALL SEMESTER PROGRAM STUDENTS. THERE WERE NO EDUCATIONAL VISISTING GROUPS IN 2021 DUE TO COVID RELATED TRAVEL RESTRICTIONS IN ORIGINATING COUNTRIES AND OTHERS PLACED BY THEIR HOME INSTITUTIONS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS CERTIFICATE OF INCORPORATION AND BYLAW TO INCLUDE THE CHANGE TO A MEMBER CORPORATION WITH ARIZONA BOARD OF REGENTS ON BEHALF OF ARIZONA STATE UNIVERSITY AS THE SOLE MEMBER WITH ULTIMATE CONTROL OF THE ORGANIZATION. ANY AMENDMENTS TO THE CORPORATION'S INCORPORATION CERTIFICATE OR BYLAWS REQUIRE THE SOLE MEMBER APPROVAL. THE SOLE MEMBER ELECTS ALL TRUSTEES, FILLS BOARD VACANCIES, AND DETERMINES AT ITS SOLE DISCRETION WHETHER A MATTER IS OR NOT A MEMBER DECISION. THE BOARD HAS NO AUTHORITY ON MEMBER DECISIONS. THE BOARD OF TRUSTEES COMPOSITION CONSISTS OF NOT MORE THAN 19 AND NO FEWER THAN 9 TRUSTEES. A QUORUM OF 75% OR GREATER IS REQUIRED FOR TRANSACTION PURPOSES, PREVIOUSLY 50%, ALSO SUBJECT TO CHANGES IN LAW. A MAJORITY VOTE ABOVE 50% IS REQUIRED IN ANY MANNER OF ACTION BY THE BOARD AND ANY TRUSTEE DEADLOCK WILL BE RESOLVED BY THE SOLE MEMBER AS FINAL AND BINDING. |
| 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 GOVERING 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 BIOS 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. PRIOR TO FILING THE RETURN IS REVIEWED BY EXECUTIVE LEADERSHIP, AUDIT COMMITTEE AND THE CHAIRMAN OF THE FINANCE COMMITTEE. ANY COMMENTS ARE DOCUMENTED AND RESOLVED PRIOR TO RETURN FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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. A CONFLICT OF INTEREST MAY EXIST IF AN INTERESTED PERSON HAS DIRECTLY OR INDIRECTLY THROUGH BUSINESS, INVESTMENT OR FAMILY, (A) AN OWNERSHIP/INVESTMENT INTEREST IN AN ENTITY OF WHICH BIOS HAS A TRANSACTION ARRANGEMENT, (B) A COMPENSATION ARRANGEMENT WITH BIOS OR ANY ENTITY OR INDIVIDUAL WITH WHICH BIOS HAS A TRANSACTION OR ARRANGEMENT, OR (C) A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN OR COMPENSATION ARRANGEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN AN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD POWERS. UPON DISCLOSURE OF THE FINANCIAL INTEREST AND MATERIAL FACTS, THE BOARD MINUS THE INTERESTED PERSON WILL DISCUSS AND VOTE UPON DETERMINATION OF THE EXISTENCE OF A CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST THE GOVERNING BOARD WILL TAKE APPROPRIATE CORRECTIVE ACTION. THIS POLICY IS AFFIRMED ANNUALLY BY ALL DIRECTORS, PRINCIPAL OFFICERS, KEY EMPLOYEES AND MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | BIOS, INC. HAS ESTABLISHED A WRITTEN COMPENSATION POLICY FOR THEIR COMPENSATION COMMITTEE TO FOLLOW IN ESTABLISHING THE COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS OR KEY EMPLOYEES. 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. COMPENSATION IS REVIEWED IN THE COMPENSATION COMMITTEE MEETINGS. THE DECISIONS ARE DOCUMENTED AND MAINTAINED IN THE MINUTES OF THE COMPENSATION COMMITTEE. THIS PROCESS WAS LAST UNDERTAKEN IN 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | BIOS INC. MAKES ITS FORM 990 AVAILABLE FOR THE PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY MAKING IT AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION FORM 990, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE AVAILABLE UPON WRITTEN REQUEST AT BIOS, 17 BIOLOGICAL STATION, ST. GEORGE GE 01, BERMUDA, OR BY CALLING THE ORGANIZATION DIRECTLY AT (441) 297-1880. |
| FORM 990, PART XI, LINE 9: | ASU EQUITY INVESTMENT 3,200,000. |
| FORM 990, PART XI, LINE 9 | ON OCTOBER 26, 2021, BIOS AND ARIZONA STATE UNIVERSITY ("ASU"), A RELATED PARTY EXECUTED AN AFFILIATION AGREEMENT. |
| 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 ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
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 |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
| 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 | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIZONA STATE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $3,200,000 | InvolvedAmt |
Comments