2021-02-17T09:06:24-06:00 2020-06-30 231406493 MORISON COGEN LLP 484 NORRISTOWN RD STE 100 BLUE BELL PA 19422 990 2019-07-01 222817365 SCIENCE HISTORY INSTITUTE SCIE 2159252222 315 CHESTNUT STREET PHILADELPHIA PA 19106 KEVIN CAVANAUGH TREASURER 2159252222 2021-02-01 1 JOSEPH M KISTNER CPA P00157086 2674403000 2019 2022-09-23 18:48:47Z KEVIN CAVANAUGH 315 CHESTNUT STREET PHILADELPHIA PA 19106 11058095 0 X WWW.SCIENCEHISTORY.ORG X 1987 PA WE PRESERVE AND CELEBRATE OUR SCIENTIFIC AND TECHNOLOGICAL CULTURE AND MAKE IT ACCESSIBLE FOR INVESTIGATION AND KNOWLEDGE CREATION. 19 19 112 28 0 0 6750613 6174967 1376991 771595 738264 1551401 0 0 8865868 8497963 211773 413407 0 0 5095356 5601552 0 0 1056451 4634686 4167510 9941815 10182469 -1075947 -1684506 44260746 42440192 17354138 18846003 26906608 23594189 X TO EXPAND KNOWLEDGE AND CHALLENGE PERSPECTIVES IN THE HISTORY OF SCIENCE, REVEAL HOW THE SCIENTIFIC PAST IS EMBEDDED IN OUR DAILY LIVES, AND CATALYZE THE REIMAGINING OF OUR SCIENTIFIC AND TECHNOLOGICAL FUTURE 0 0 860066 15649 THE INSTITUTE IDENTIFIES KEY ISSUES AT THE INTERSECTIONS OF SCIENCE, TECHNOLOGY AND MEDICINE THAT CAN BENEFIT FROM CAREFUL RESEARCH, ANALYSIS AND NEW PERSPECTIVES. WE DEVELOP PROJECTS THAT MOBILIZE HISTORY USING ARCHIVES, INTERVIEWS, CASE STUDIES AND ORAL HISTORIES TO APPLY ORIGINAL PERSPECTIVES TO CONTEMPORARY SCIENCE AND TECHNOLOGY BASED SOCIETAL CHALLENGES. 1167500 441 SCIENCE HISTORY INSTITUTE'S MUSEUM IS A ONE OF A KIND CULTURAL LANDMARK FEATURING A PERMANENT EXHIBIT, MAKING MODERNITY, AND CHANGING EXHIBITS ON A RANGE OF TOPICS. THESE EXHIBITS EXPLORE THE FASCINATING HISTORY OF SCIENCE AND THE ROLE SCIENCE PLAYS IN THE MODERN WORLD. THE MUSEUM IS FREE AND OPEN TO THE PUBLIC. 827701 SCIENCE HISTORY INSTITUTE COMMUNICATES THE HERITAGE OF SCIENCE AND TECHNOLOGY TO THE GENERAL PUBLIC THROUGH DISTILLATIONS, A FULLY DIGITAL PLATFORM OF ARTICLES, PODCASTS, VIDEOS, AND OTHER EXTENSIVE WEB PROGRAMMING AND CONTENT. 4381142 413407 755505 VARIOUS PROGRAMS TO FURTHER THE MISSION OF SCIENCE HISTORY INSTITUTE AND TO FOSTER DIALOGUE ON SCIENCE AND TECHNOLOGY IN SOCIETY. 4381142 413407 755505 7236409 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 12 0 1 112 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CT DC GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OR PA RI SC TN UT VA WA WV WI X X KEVIN CAVANAUGH 2158738276 315 CHESTNUT STREET PHILADELPHIA PA 19106 X RICHARD J BOLTE JR CHAIR 2.00 2.00 X 0 0 0 LEWIS E GASOREK VICE CHAIR 2.00 2.00 X 0 0 0 NANCY T CHANG MEMBER 1.00 1.00 X 0 0 0 PETER B DERVAN MEMBER 1.00 1.00 X 0 0 0 ROBERT FOX MEMBER 1.00 1.00 X 0 0 0 EDUARDO D GLANDT MEMBER 1.00 1.00 X 0 0 0 NED D HEINDEL MEMBER 1.00 1.00 X 0 0 0 PETER B LEDERMAN MEMBER 1.00 1.00 X 0 0 0 DANIEL D ADAMS MEMBER 1.00 1.00 X 0 0 0 FRANK LIPIECKI MEMBER 1.00 1.00 X 0 0 0 T BOND CALLOWAY JR MEMBER 1.00 1.00 X 0 0 0 LAURIE LANDEAU MEMBER 1.00 1.00 X 0 0 0 FRED A MIDDLETON MEMBER 1.00 1.00 X 0 0 0 BABATUNDE A OGUNNAIKE MEMBER 1.00 1.00 X 0 0 0 LOUISE Y PALMER MEMBER 1.00 1.00 X 0 0 0 GARY PATTERSON MEMBER 1.00 1.00 X 0 0 0 JEFFREY L STURCHIO MEMBER 1.00 1.00 X 0 0 0 CHERYL I TEICH MEMBER 1.00 1.00 X 0 0 0 PETER YOUNG MEMBER 1.00 1.00 X 0 0 0 DAVID COLE PRESIDENT 20.00 20.00 X 0 0 0 ROBERT G W ANDERSON PRESIDENT - FORMER 20.00 20.00 X 363275 0 19031 RESA THOMASON SECRETARY 40.00 X 112457 0 12111 KEVIN CAVANAUGH TREASURER 20.00 20.00 X 227226 0 33273 MICHAEL HAMMERSCHMIDT VP OF DEVELOPMENT 40.00 X 218184 0 14179 SUZANNE LEWIS CONTROLLER 40.00 X 102800 0 20444 SHELLEY GEEHR DIRECTOR, ROY EDDLEMAN INSTITUTE 40.00 X 113010 0 25956 THOMAS SWIFT DIRECTOR OF INFRASTRUCTURE 40.00 X 145472 0 23011 ANNORA NICHOLS GENERAL MANAGER CONFERENCE CENTER 40.00 X 111180 0 13615 ERIN MCLEARY MUSEUM DIRECTOR 40.00 X 105647 0 13946 RONALD BRASHEAR SECRETARY - FORMER 20.00 20.00 X 132177 0 17738 JODY ROBERTS DIR. INSTITUTE FOR REEARCH - FORMER 40.00 X 153832 0 8373 1785260 0 201677 11 1 1 0 HERMAN GOLDNER CO INC 7777 BREWSTER AVE PHILADELPHIA PA 191533210 BUILDING SERVICES 220121 PROMPTWORKS LLC 123 S BROAD ST SUITE 2400 PHILADELPHIA PA 19109 SOFTWARE DEVELOPMENT 214858 FEAST YOUR EYES INC 1750 N FRONT STREET PHILADELPHIA PA 19122 CATERING 161220 IMS TECHNOLOGY SERVICES INC 3055 MCCANN FARM DRIVE GARNET VALLEY PA 19060 SYSTEMS INTEGRATION 159364 KORN FERRY NW 5854 PO BOX 1450 MINNEAPOLIS MN 554855854 EXECUTIVE SEARCH 149063 5 5296102 878865 85858 6174967 PROGRAM SERVICE 541700 771595 771595 771595 134191 134191 3977342 2560132 1417210 1417210 1417210 8497963 771595 0 1551401 413407 413407 887034 653740 233294 3619782 2754103 393093 472586 199415 141890 53933 3592 604030 332744 106155 165131 291291 220328 52299 18664 45915 31163 11489 3263 41356 26833 9446 5077 757885 439288 313393 5204 234297 177062 23118 34117 300687 250732 44728 5227 208354 139113 36931 32310 800815 742949 49688 8178 852683 742869 93945 15869 79422 65657 11689 2076 EVENTS & EXHIBITS 392395 365047 14558 12790 PRINTING & PUBLICATIONS 316413 296089 1988 18336 SUPPLIES 83317 62903 11367 9047 TELEPHONE & INTERNET 34804 24186 6302 4316 19167 10046 1747 7374 10182469 7236409 1889609 1056451 X 2617159 2381902 5700217 5681343 170491 62313 63578456 32936176 31970659 30642280 101124 101091 3701096 3571263 44260746 42440192 626320 1001110 106026 82303 16612261 16524834 0 1230100 9531 7656 17354138 18846003 X 19815478 17112298 7091130 6481891 26906608 23594189 44260746 42440192 -1684506 -1627913 0 X X 0 1 X 1 0 X 7501220 3314223 6256117 6750613 6174967 29997140 7501220 3314223 6256117 6750613 6174967 29997140 1875320 28121820 27 34419 58890 186311 134191 413838 21159 60696 81855 30492833 5157675 0.92220 0.66520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 1973803 1973803 53546498 25589868 27956630 3886006 3174159 711847 4172149 4172149 0 30642280 CASH SURRENDER VALUE LIFE INSURANCE 2055779 DUE FROM SCIENCE HISTORY INSTITUTE SUPPORT COMPANY 1334263 OTHER ASSETS 181221 3571263 OTHER LONG TERM LIABILITIES 7656 7656 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE SCIENCE HISTORY INSTITUTE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PART III, LINE 4: SCIENCE HISTORY INSTITUTE, IN CONJUNCTION WITH ITS AFFILIATE SCIENCE HISTORY INSTITUTE SUPPORT COMPANY, HAS A COLLECTION OF DONATED AND PURCHASED BOOKS, MANUSCRIPTS, ARTIFACTS AND SCIENTIFIC INSTRUMENTS THAT ARE HELD FOR EDUCATION, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES, IF ANY, TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE ORGANIZATION ALSO HAS SEVERAL COLLECTIONS OF ART HELD FOR EXHIBITION, PRESERVATION, EDUCATION AND RESEARCH PURPOSES. THE ORGANIZATION HAS A MUSEUM, WHICH IS OPEN TO THE PUBLIC FREE OF CHARGE, AND DISPLAYS AND INTERPRETS MANY ITEMS FROM ITS COLLECTIONS. 1 FELLOWSHIP/TRAVEL 15 413407 PART I, LINE 2: FELLOWSHIP STIPENDS START WHEN THE SCHOLARS ARRIVE AT SCIENCE HISTORY INSTITUTE OR BEGIN THEIR REMOTE RESEARCH USING THE INSTITUTE'S DIGITAL COLLECTIONS. X X X X X 1 0 0 0 0 0 0 0 0 ROBERT G W ANDERSON PRESIDENT - FORMER 363275 0 0 0 0 0 11200 0 7831 0 382306 0 0 0 KEVIN CAVANAUGH TREASURER 227226 0 0 0 0 0 14230 0 19043 0 260499 0 0 0 MICHAEL HAMMERSCHMIDT VP OF DEVELOPMENT 218184 0 0 0 0 0 13019 0 1160 0 232363 0 0 0 THOMAS SWIFT DIRECTOR OF INFRASTRUCTURE 145472 0 0 0 0 0 8956 0 14055 0 168483 0 0 0 RONALD BRASHEAR SECRETARY - FORMER 132177 0 0 0 0 0 7941 0 9797 0 149915 0 0 0 JODY ROBERTS DIR. INSTITUTE FOR REEARCH - FORMER 74241 0 0 0 79591 0 4445 0 3928 0 162205 0 0 0 PART I, LINE 4A MADELINE APOLLO WAS A FORMER TREASURER RECEIVED $49,352 IN SEVERANCE PAYMENT DURING FYE 2020. A ECONOMIC DEVELOPMENT REVENUE REFUNDING BONDS - MONTGOMERY TOWNSHIP 2007-12-27 6700000 REFINANCED DEBT ISSUED 5/4/01 FOR CAPITAL IMPROVEMENTS 0 0 0 B ECONOMIC DEVELOPMENT REVENUE REFUNDING BONDS - MONTGOMERY TOWNSHIP 2009-07-31 9855000 REFINANCED DEBT ISSUED 4/1/98 FOR CAPITAL IMPROVEMENTS 0 0 0 A 1 0 1 1 B 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 X 3 60916 MARKET VALUE X MS SOFTWARES 3 24942 0 1 0 FORM 990, PART I, LINE I, DESCRIPTION OF ORGANIZATION MISSION: WE ARE A LIBRARY AND MUSEUM - WE FOCUS ON BUILDING AND PRESERVING COLLECTIONS IN THE FIELDS OF CHEMISTRY, CHEMICAL ENGINEERING, AND THE LIFE SCIENCES - WE ENABLE EASY ACCESS TO OUR WORLD-CLASS COLLECTIONS - WE INTERPRET OUR COLLECTIONS AND CREATE ENGAGING AUDIENCE EXPERIENCES - WE FOSTER AND CREATE INNOVATIVE HISTORICAL RESEARCH WE ARE STORYTELLERS - WE SHARE THE HISTORY OF SCIENCE USING MULTIPLE STORYTELLING METHODS - WE CHALLENGE DIFFERENT PERSPECTIVES IN THE HISTORY OF SCIENCE - WE REVEAL HOW THE SCIENTIFIC PAST IS EMBEDDED IN OUR DAILY LIVES WE CREATE GLOBAL COMMUNITIES - WE FOSTER VIBRANT COMMUNITIES OF SCHOLARS - WE BUILD AND SUPPORT COMMUNITIES OF THE SCIENTIFICALLY CURIOUS - WE PLACE THE INTERESTS OF OUR AUDIENCES AT THE CENTER OF OUR WORK - WE EMBRACE PHYSICAL AND DIGITAL PLATFORMS - WE EARN THE INTEREST AND PHILANTHROPY OF DONORS, WHO WISH TO SUPPORT MEANINGFUL WORK AT THE INSTITUTE AND MAKE POSITIVE CHANGES IN THE WORLD WE CARE - WE EMBRACE DIVERSITY OF PEOPLE AND PERSPECTIVES - WE SUPPORT AN INCLUSIVE CULTURE - WE IMPLEMENT EQUITABLE POLICIES AND PRACTICES FORM 990, PART VI, SECTION A, LINE 2 LAURIE LANEAU AND LEWIS GASOREK HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONLY ONE CLASS OF MEMBERSHIP TO THE BOARD. BOARD MEMBERS ARE RECOMMENDED BY A COMMITTEE OF THE BOARD AND THOSE RECOMMENDED ARE APPROVED BY THE FULL BOARD. BOARD MEMBERS OF SCIENCE HISTORY INSTITUTE ARE ALSO BOARD MEMBERS OF SCIENCE HISTORY INSTITUTE SUPPORT COMPANY. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE SELECTED BY THE NOMINATING COMMITTEE OF THE BOARD AND ARE APPROVED BY THE FULL BOARD. THE TWO FOUNDING MEMBER ORGANIZATIONS, AMERICAN CHEMICAL SOCIETY AND THE AMERICAN INSTITUTE OF CHEMICAL ENGINEERS, MAY APPOINT UP TO 5 DIRECTORS IN TOTAL. FORM 990, PART VI, SECTION A, LINE 7B ALL COMMITTEE AND BOARD DECISIONS ARE DOCUMENTED AND RECORDED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES A COPY AND REVIEWS THE FORM 990 PRIOR TO ITS FILING WITH IRS. RECOMMENDED CHANGES ARE APPROVED PRIOR TO ITS FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C SCIENCE HISTORY INSTITUTE HAS A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED ANNUALLY. EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE ARE REQUIRED TO SUBMIT ANY POTENTIAL CONFLICT TO THE AUDIT COMMITTEE WHICH REVIEWS THE CONFLICT AND THEN SENDS IT ON TO THE FULL BOARD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT/CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND FULL BOARD AND IS BASED ON COMPARABLE DATA FOR SIMILAR NONPROFIT ORGANIZATIONS. FORM 990, PART VI, LINE 15B (OTHER OFFICER OR KEY EMPLOYEE COMPENSATION): THE PRESIDENT DETERMINES THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES USING COMPARABLE ORGANIZATIONS' SALARIES AS A GUIDE BASED ON INFORMATION FROM A CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND ALL OTHER REQUIRED GOVERNING DOCUMENTS ARE AVAILABLE FOR REVIEW. FORM 990, PAGES 7-8, PART VII: SALARIES FOR ALL EMPLOYEES OF SCIENCE HISTORY INSTITUTE AND SCIENCE HISTORY INSTITUTE SUPPORT COMPANY ARE PAID THROUGH SCIENCE HISTORY INSTITUTE. 990 - PART X, LINE 23 (PPP LOAN): THE INSTITUTE ENTERED INTO A NOTE PAYABLE PURSUANT TO THE PAYCHECK PROTECTION PROGRAM UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT. THE PROCEEDS FROM THE NOTE PAYABLE WERE RECORDED AS DEBT IN ACCORDANCE WITH FASB ASC 470. THE ENTIRE NOTE PAYABLE WAS FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION ON DECEMBER 11, 2020. FORM 990, PAGE 12, PART XII, LINE 2C: THE ORGANIZATION HAS A COMITTEE WITH OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THIS HAS NOT CHANGED SINCE THE PRIOR YEAR. SCIENCE HISTORY INSTITUTE SUPPORT COMPANY 315 CHESTNUT STREET PHILADELPHIA PA 19106 232909128 RESEARCH LIBRARY AND COLLECTIONS MANAGEMENT PA 501(C)(3) LINE 12C, III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 SUPPORT FROM SCIENCE HISTORY INSTITUTE SUPPORT COMPANY C 5296102 FAIR MARKET VALUE SUPPORT FROM SCIENCE HISTORY INSTITUTE SUPPORT COMPANY M INCLUDED IN #1 ABOVE SUPPORT FROM SCIENCE HISTORY INSTITUTE SUPPORT COMPANY N INCLUDED IN #1 ABOVE SUPPORT FROM SCIENCE HISTORY INSTITUTE SUPPORT COMPANY O INCLUDED IN #1 ABOVE