2021-04-26T10:25:42-07:00 2020-06-30 990 2019-07-01 042103916 MUSEUM OF SCIENCE MUSE 6177232500 1 Science Park Boston MA 021141099 Brian Therrien Sr. VP Finance 6175890109 2021-04-26 2019 2022-09-23 18:48:47Z Tim Ritchie 1 Science Park Boston MA 021141099 112056070 0 X www.mos.org X 1831 MA The Museum's mission is to inspire a lifelong love of science in everyone. 51 50 840 322 749469 -115832 43490437 11676565 27754061 21712680 4698612 10117306 8600018 6448553 84543128 49955104 2330621 1798524 0 0 33168251 31541122 259683 151000 5874381 30863550 27110505 66622105 60601151 17921023 -10646047 313286665 308551835 16990392 29692600 296296273 278859235 X The mission of the Museum of Science is to inspire a lifelong love of science in everyone. Through exhibits, curricula, programs, and events, both live and virtual, we aim to make science and scientific thinking accessible, engaging, and relevant. We collaborate across disciplines to help people everywhere see and appreciate the science in everything. Our vision is a world in which science belongs to each of us for the good of all of us. 0 1 14630295 85006 565675 EXHIBITS include over 900 standing exhibits, housed in 132,000 sq ft of gallery and related space, providing hands-on experiences in all areas of science, technology, and their social impact. The Museum creates permanent and travelling exhibits both on its own and in collaboration with other institutions, and is one of three lead partners in the National Informal STEM Education Network (NISENet), a network of approximately 600 museums, colleges/universities, libraries, scientific professional organizations, and research institutions which creates and shares exhibits and programs relating to important current science and technology topics. A Museum-produced travelling exhibit called the Science Behind Pixar highlights the math and science skills Pixar filmakers use in bringing their films to life. Two copies of this exhibit are currently touring other US and international museums. The Museum also hosts travelling exhibits produced by other institutions. Traveling exhibits hosted by the Museum this year included: Body Worlds & The Cycle of Life; Thomas & Friends: Explore the Rails; Dogs! A Science Tail 11125967 759379 8322655 PUBLIC PROGRAMS include exhibit interpretation, lecture series, live animal demonstrations (the Museum is accredited by the Association of Zoos and Aquariums), physical science demonstrations, lightning shows in the Thomson Theater of Electricity, special events, demonstrations and podcasts relating to topics of current science and technology, hands-on Design Challenges and a walk-through Butterfly Garden. The Museum's community outreach programs provide access to these and other programs to underrepresented audiences, and the Museum's Traveling Programs' fleet of vans bring programming out to schools, libraries, and community centers across New England. (727,500 onsite visitors and 61,100 offsite participants served.) After the Museum's March 2020 closure due to COVID, many of its public programs shifted to MOS at Home, an online delivery model. 8276976 834098 2491459 EDUCATION PROGRAMS include summer courses for children, overnight programs, an Educator Resource Center, and field trip programs for school groups. The Museum is also the home of the National Center for Technological Literacy (NCTL) which works with education, government, and industry to integrate engineering in schools and museums nationwide. The NCTL has developed standards-based preK-12 curriculum and out-of-school materials and provides professional development programs in math and engineering, as well as online teacher resources. (76,700 visitors and participants, not including many thousands of children using NCTL curricula worldwide) 5346844 41961 1762007 THEATERS include the Charles Hayden Planetarium, offering lectures and demonstrations of astronomical phenomena, current discoveries and historical topics. The Mugar Omni Theater, the largest domed IMAX theater in New England, offers 70mm format films, while a smaller 4-D theater offers short 3-D films on a range of science and nature topics augmented by sensory effects such as wind, mist, and smell. Planetarium shows this year included: From Dream to Discovery: NASA Engineering; Explore the Universe; One World, One Sky: Big Bird's Adventure; Moons: Worlds of Mystery. IMAX films included: Great Barrier Reef; Cuba; Great Bear Rainforest (311,000 theater visitors served) 5457317 78080 5869680 Services provided primarily for the benefit of our members include our parking facility, membership office, and gift shop. (46,066 member households) 10804161 120041 7631687 44837399 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 1 130 0 1 840 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 51 50 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT FL MA NH NY X Brian J Therrien 6175890109 1 Science Park Boston MA 021141099 Wayne Bouchard Interim President 40 0 X X 371529 0 28408 Ioannis Miaoulis President and Director 40 0 X X X 391256 0 6232 Ellen Starr Sr. VP, Advancement 40 0 X 294756 0 23119 Todd Sperry Sr. VP, Marketing 40 0 X 271396 0 11649 Jonathan Burke COO/Asst. Sec'y 40 0 X 227753 0 33292 John Slakey Sr. VP Finance (left) 40 0 X 225100 0 29428 Heather Gunsallus VP, STEM Education 40 0 X 226536 0 6642 Andrew Russell Sr. Dir of Corp/Fdn/Gov't 40 0 X 201225 0 31669 Britton O'Brien Sr. VP, Human Resources 40 0 X 205031 0 26465 Peter Sobel Dir of Partnerships & Mkt Devel 40 0 X 189302 0 36975 Annette Sawyer Sr. VP, Education & Enrichment 40 0 X 202671 0 20580 Aaron Buzay Exec. Dir. of Development 40 0 X 209856 0 8629 Christine Reich Sr. VP, Exh Devel & Conseravt'n 40 0 X 191964 0 11424 Lawrence Bell Sr. VP, Strategic Init. 40 0 X 195353 0 5851 Tim Ritchie President (started Feb 2020) 40 0 X X 0 0 0 Alexis Borisy Chair 1 0 X X 0 0 0 Joshua Boger Vice-Chair 1 0 X X 0 0 0 Maria L Kussmaul Vice-Chair 1 0 X X 0 0 0 Paul Egerman Vice-Chair 1 0 X X 0 0 0 Yiannis Monovoukas Vice-Chair 1 0 X X 0 0 0 Wayne M Kennard Trustee, Secretary 1 0 X X 0 0 0 Jeffrey Johnson Corporation Counsel 1 0 X 0 0 0 J Timothy Delaney Chair, Overseers 1 0 X 0 0 0 Steve Knapp Pres., Vol. Svc. Lge 1 0 X 0 0 0 Adam Koppel Trustee 1 0 X 0 0 0 Alexander Karnal Trustee 1 0 X 0 0 0 Alison Nolan Trustee 1 0 X 0 0 0 Chinh H Pham Trustee 1 0 X 0 0 0 Christine P Bellon Trustee 1 0 X 0 0 0 David Altshuler Trustee 1 0 X 0 0 0 Donald M Kaplan Trustee 1 0 X 0 0 0 Elizabeth G Riley Trustee 1 0 X 0 0 0 Gary R Gregg Trustee 1 0 X 0 0 0 Gretchen S Fish Trustee 1 0 X 0 0 0 Gwill Elaine York Trustee 1 0 X 0 0 0 Hal R Tovin Trustee 1 0 X 0 0 0 Helen Greiner Trustee 1 0 X 0 0 0 Howard Messing Trustee 1 0 X 0 0 0 Ivana Magovcevic-Liebisch Trustee 1 0 X 0 0 0 Jaishree Deshpande Trustee 1 0 X 0 0 0 James Rosenfield Trustee 1 0 X 0 0 0 Jeffrey R Beir Trustee 1 0 X 0 0 0 Jim Wade Trustee 1 0 X 0 0 0 Johan Pontin Trustee 1 0 X 0 0 0 Joy Lucas Trustee 1 0 X 0 0 0 Juan Enriquez Trustee 1 0 X 0 0 0 Kate Levin Trustee 1 0 X 0 0 0 Kristi Hummel Trustee 1 0 X 0 0 0 Kurt Melden Trustee 1 0 X 0 0 0 Leo X Liu Trustee 1 0 X 0 0 0 Leslie E Greis Trustee 1 0 X 0 0 0 Michael G Thonis Trustee 1 0 X 0 0 0 Nancy E Dempze Trustee 1 0 X 0 0 0 Navjot Singh Trustee 1 0 X 0 0 0 Patricia M Lassiter Trustee 1 0 X 0 0 0 Payson Swaffield Trustee 1 0 X 0 0 0 Ranch C Kimball Trustee 1 0 X 0 0 0 Reggie Brothers Trustee 1 0 X 0 0 0 Richard M Burnes Jr Trustee 1 0 X 0 0 0 Rudy L Ruggles III Trustee 1 0 X 0 0 0 Sophie V Vandebroek Trustee 1 0 X 0 0 0 Stacy L Cowan Trustee 1 0 X 0 0 0 Stephane Bancel Trustee 1 0 X 0 0 0 Susan E Whitehead Trustee 1 0 X 0 0 0 Tee Taggart Trustee 1 0 X 0 0 0 Brian Therrien Sr. VP Finance (started Jan 2020) 40 0 X 0 0 0 3403728 0 280363 44 1 1 0 Contracting Specialists Inc 453 South Main Street Attleboro MA 02703 General contractor 1698555 C&W Facility Services Inc 4002 Solutions Center Chicago IL 606774000 Custodial 1094193 Les Studios Moment Factory Inc 6250 Avenue du Parc Montreal QC CA H2V4H8 Exhibit fabrication 864914 William Rawns Associates 10 Post Office Square Boston MA 02109 Architectural 570131 Allen & Gerritsen 2 Seaport Lane Boston MA 02210 Marketing 531588 20 0 0 158945 0 3662755 7854865 1376723 11676565 Admissions 712110 10301122 10301122 0 0 Parking 812930 2681304 0 0 2681304 Education program income 611699 1313824 1313824 0 0 Exhibit rental fees 712110 1960473 1960473 0 0 Membership benefits 712110 5377919 5377919 0 0 78038 78038 0 0 21712680 2971877 0 -321027 3292904 0 0 0 0 106046 106046 0 0 1634775 0 0 0 1634775 0 1634775 0 624750 1010025 67017974 0 59416016 456529 7601958 -456529 7145429 0 94836 7050593 43424 158945 164089 -120665 0 -120665 3788983 2064332 1724651 1724651 0 0 Sponsorship 900099 507172 0 0 507172 Concession fees 453220 533885 0 0 533885 Ancillary services 531120 1171879 0 350910 820969 890810 0 0 890810 3103746 49955104 20862073 749469 16666997 1623916 1623916 174608 174608 0 0 0 0 2471046 1173907 892703 404436 0 0 0 0 23491372 16777600 3770355 2943417 781153 575114 111057 94982 2933140 2160129 417132 355879 1864411 1372648 265065 226698 0 0 0 0 65570 26 63325 2219 138125 0 138125 0 75886 75886 0 0 151000 151000 1707007 0 1707007 0 4801116 3563515 748221 489380 2420007 2336156 28311 55540 2486573 2090835 142178 253560 1136831 710373 306487 119971 203428 203428 0 0 2075345 1838746 181559 55040 642439 582698 22613 37128 0 0 0 0 102506 94090 1532 6884 190431 106910 80736 2785 0 0 0 0 7901007 7297371 300678 302958 516384 30777 485520 87 Film and exhibit rental 1281523 1281523 0 0 Catering 421864 225860 52125 143879 Credit card handling fees 456728 429953 283 26492 Taxes 333247 291601 41646 0 154488 -180271 132713 202046 60601151 44837399 9889371 5874381 10951671 8389238 24558441 25572415 7566651 5472473 2484648 739456 0 0 0 0 0 0 109040 148878 1197943 828497 177365452 107051807 66984769 70313645 39570530 28528756 158721918 166327292 0 0 0 0 1141054 2231185 313286665 308551835 5817439 15880042 0 0 4786147 5384613 0 0 0 0 0 0 2325064 4346794 0 0 4061742 4081151 16990392 29692600 X 73291509 71410796 223004764 207448439 296296273 278859235 313286665 308551835 X -10646047 -8007163 0 0 0 1216172 X 0 1 X 1 1 1 X 21661089 54927092 32130694 43490437 11676565 163885877 0 0 0 0 0 0 0 0 0 0 0 0 21661089 54927092 32130694 43490437 11676565 163885877 57986039 105899838 3767975 3397769 4884751 6034124 5033725 23118344 103663 647415 510989 758768 347685 2368520 776987 1206426 1035865 993747 934234 4947259 194320000 171645231 0.54498 0.59238 X Schedule A, Part II, Line 10 "Other income" includes shipping charges, gross receipts from fundraising events, souvenir vending machine commissions, locker rental, insurance coverage of losses, and other miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 98070 98070 44761513 44859583 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 178125 169652 96997 98070 542844 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 0 0 X X 0 172214470 447068 2409072 70759 6070044 1707007 167222800 157087356 12165107 10399622 99680 5334407 2003528 172214470 133116231 16785412 15121175 99114 6413013 1423305 157087386 104886553 18361421 16446063 90636 5327507 1159663 133116231 109307500 2509410 -1499711 86339 4600280 744027 104886553 0.06 0.534 0.406 0 0 0 114102 114102 0 94046041 61529414 32516627 0 0 0 0 0 37203519 21566327 15637192 0 46001790 23956066 22045724 70313645 30263592 F Commingled trust funds 15769645 F Equity hedge funds 67761857 F Hedge fund of funds 7426826 F Other alternative investments 27076065 F Split interests and other 18029307 F 166327292 0 Employer share of FICA and other payroll items 168578 Refunds/credits due 106436 Liabilities assoc w/split interest agreements 1398671 LT lia assoc w/capital improvements by lessee 769274 Asset Retirement Obligation (ASC 410) 1632219 Other L/T Liabilities 5973 4081151 X 45221600 -8007163 1079544 0 1216172 -5711447 50933047 1707007 -2684950 -977943 49955104 62658638 1079544 0 0 2684950 3764494 58894144 1707007 0 1707007 60601151 Schedule D, Part III, Line 1 Collections footnote: The Museum's collections consist of approximately 30,000 artifacts used primarily for educational activities, encompassing interpretations, discovery spaces, exhibits, lectures, classes, demonstrations, reference services, or other programs. The Museum also has a historical and archival collection that documents the history of the institution. The composition of the Museum's collections by artifact type is as follows: Natural Sciences 20,000 items; Cultural/Physical Science 5,000 items; Artwork 2,000 items; Institutional History 3,000 items; Archives 1,100 linear feet. The Museum's Collections Management Policy stipulates that the Museum will only acquire objects useful in fulfilling the educational purpose stated in its mission. The Museum accepts only those objects that can be immediately put on display in an exhibit, used in educational programs, or used in future programming. Items may be de-accessioned from the collections if they are determined to be no longer useful or relevant in assisting the Museum in fulfilling its mission. Consistent with the American Alliance of Museums' Code of Ethics, Museum policy specifies that proceeds from the de-accessioning of an item may only be used for the conservation or acquisition of other collections items. In accordance with current practice generally followed by museums, collections are not recorded as assets in the accompanying financial statements. Purchased additions to the collections are recorded as expenses at the time acquired. Although artifacts from the collections may from time to time be incorporated into exhibits, the Museum's exhibits themselves are not considered part of its collections and may be capitalized under the Museum's property, plant, and equipment policies. However, artifacts and artworks with a value of $250,000 or greater acquired specifically for incorporation into an exhibit and capitalized as part of that exhibit may be formally accessioned into the Museum's collections in order to be afforded the protections of the Museum's Collections Management Policy. Schedule D, Part III, Line 4 The Museum's collections are used primarily for educational activities, encompassing interpretations, discovery spaces, exhibits, lectures, classes, demonstrations, reference service, or other programs. The Museum also has a historical and archival collection that documents the important and rich history of the institution. The Collections Department provides professional stewardship for artifacts that are temporarily in the custody of the Museum through loans and/or temporary exhibitions. Collections consist of: Natural Sciences - 20,000 items; Cultural/Physical Science - 5,000 items; Artwork - 2,000 items; Institutional History - 3,000 items; Archives - 1,100 linear feet. Live animals include: Butterfly Garden - approximately 500 butterflies and other arthropods representing 75 species, Other spaces - 200 either individual animals or colonies of live animals throughout the Museum representing 80 species. Approximately one-half of these are on exhibit and the rest live in the Live Animal Care Center. Schedule D, Part V, Line 4 The Museum's endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments ("quasi-endowments"). The endowment consists of 119 individual donor restricted funds and 26 quasi-endowment funds used for a variety of purposes. These uses (as % of total value) include: Unrestricted/general operations - 18%, Exhibit construction and maintenance - 27%, Program support - 35%, Mixed use (primarily exhibits and programs jointly) - 13%, Other (including Library, Access, and Internships) - 8% Schedule D, Part X, Line 2 The Museum's footnote disclosure with respect to FIN 48 is as follows: The Museum is exempt from income taxation on activities related to its charitable purposes under the provisions of Section 501(c)(3) of the Internal Revenue Code and is qualified to receive tax-deductible gifts and bequests under the U.S. tax code. The Museum is subject to tax on income from any business it conducts which is unrelated to its charitable purposes. These activities generally include event and conference services revenue for events of a purely social nature, rental income from parking spaces in the Museum's garage, investment income from certain endowment investments, and ticket income from non-scientific offerings in the Museum's planetarium and Omni theater. Taxes paid for these activities are recorded in the accompanying financial statements as expenses of the department generating the associated unrelated income. The Museum accounts for the effect of any uncertain tax positions on the basis of whether it is more likely than not that positions taken, or expected to be taken, in a tax return will be sustained upon examination by the relevant taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated liability for all uncertain tax positions. The Museum considers its status as a tax-exempt entity and the determination of income as related or unrelated to its exempt purpose to be its only significant income tax positions, and has determined that such positions do not result in an uncertainty requiring recognition. The Museum is not currently under income tax examination by any jurisdiction. The Museum's Federal and state tax returns are generally open for examination for three years following the date filed. The Museum is also responsible for calculating, collecting, and remitting sales and liquor taxes in various jurisdictions. Schedule D, Part XI, Line 2d Amortization of liability: 205,140; Change in value of split interests: 407,805; Change in accounting principle: 603,228; Rounding variances: -1. Schedule D, Part XI, Line 4b Loss on disposal of capital assets on Line 7c(ii): -456,529; Fundraising expenses on Line 8b: -164,089; Cost of goods sold on Line 10b: -2,064,332. Schedule D, Part XII, Line 2d Loss on disposal of capital assets reported in Part VIII, Line 7c(ii): 456,529; Fundraising expenses on Line 8b: 164,089; Cost of goods sold on Line 10b: 2,064,332. East Asia and the Pacific 0 0 Program Services Support for traveling exhibit 263883 Europe (including Iceland and Greenland) 0 0 Program Services Support for traveling exhibit 5343 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Support for traveling exhibit 38016 East Asia and the Pacific 0 0 Program Services Travel to confs & peer institutions 956 Europe (including Iceland and Greenland) 0 0 Program Services Travel to confs & peer institutions 12436 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Travel to confs & peer institutions, vendor meetings 46087 South America 0 0 Program Services Travel to confs & peer institutions 6153 Central America and the Caribbean 0 0 Investments 8439693 Europe (including Iceland and Greenland) 0 0 Investments 14282943 0 0 23095510 1 0 1 1 1 0 Schedule F, Part I, Line 3 PROGRAM SERVICES - SUPPORT FOR TRAVELING EXHIBIT: The Museum has developed The Science of Pixar traveling exhibition, and is touring two copies, one within the US and one internationally. Museum staff and contractors travel to host sites for exhibit installation, maintenance, and de-installation as the exhibit moves from site to site. Cost reported here also include maintenance and other activities conducted within the US in support of the international tour. PROGRAM SERVICES - TRAVEL TO CONFERENCES & PEER INSTITUTIONS: (Staff professional development and program dissemination): As the Museum expands its programming internationally, staff are increasingly called upon to travel to meetings and conferences in other countries, and to visit peer institutions to review programs and exhibits which may potentially inform the Museum's own offerings. Staff also introduce other institutions to programs and materials the Museum has developed. Finally, staff may travel internationally to perform research to inform the content of exhibits in development or to meet with non-US exhibit developers and fabricators. Costs associated with such travel are accounted for under the same accountable plan as the Museum's domestic travel. X X X X X X X 1 The Pursuant Group Dept 0519 Dallas TX 753120519 Direct mail/e-mail. 1 230523 151000 79523 230523 151000 79523 CT FL MA NH NY Washburn Award dinner 85445 56780 28665 0 0 0 40016 0 23329 Mtn climb challenge 83565 81065 2500 0 0 0 6423 0 10069 2 33359 21100 12259 0 0 0 293 4000 79959 202369 158945 43424 0 0 0 46732 4000 113357 164089 -120665 Schedule G, Part I, Line 2b The Pursuant processes gifts to the Museum through its own website and therefore has control of the funds in the time between the receipt of the donation and the subsequent weekly disbursement of the funds to the Museum. 1 Urban College of Boston 2 Boylston St 2nd Fl Boston MA 02116 043403049 501(c)(3) 10000 0 n/a n/a Fed'l subaward: Building Capacity for Co-Created Public Engagement w/Sci. Aurora Consulting 1229 Tylet St NE Ste 285 Minneapolis MN 55413 814366651 5452 0 n/a n/a Fed'l subaward: Building Culturally-responsive Evaluation University of Wisconsin 1220 Linden Dr Madison WI 53706 396028867 State of WI 35816 0 n/a n/a Fed'l subaward: ChemAttitudes Sciencenter 601 First St Ithaca NY 14850 222470652 501(c)(3) 19773 0 n/a n/a Fed'l subaward: ChemAttitudes SciStarter LLC 306 Delancey St Philadelphia PA 19106 273049556 15000 0 n/a n/a Fed'l subaward: Citizen Science Northeastern University 360 Huntington Ave Boston MA 02115 041679980 501(c)(3) 5060 0 n/a n/a Fed'l subaward: Citizen Science Howard Area Community Center 7648 N Paulina St Chicago IL 60626 363008606 501(c)(3) 93286 0 n/a n/a Fed'l subaward: DOJ IMPACTS 2.0 Northwest Community Programs Inc 18100 Meyers Rd Detroit MI 48235 382106390 501(c)(3) 93051 0 n/a n/a Fed'l subaward: DOJ IMPACTS 2.0 Gold Crown Foundation 7400 E Crestline Cir Ste 200 Greenwood Village CO 80111 742422126 501(c)(3) 47812 0 n/a n/a Fed'l subaward: DOJ IMPACTS 2.0 Computers4Kids 945 2nd Street SE Charlottesville VA 22902 541996936 501(c)(3) 45679 0 n/a n/a Fed'l subaward: DOJ IMPACTS 2.0 Friends of EXPO Center 3980 Bill Robertson Ln Los Angeles CA 90037 954713734 501(c)(3) 44043 0 n/a n/a Fed'l subaward: DOJ IMPACTS 2.0 Family Services Association 3014 Rivas St San Antonio TX 78228 741117341 501(c)(3) 39663 0 n/a n/a Fed'l subaward: DOJ IMPACTS 2.0 The Friends of the Hennepin County Library 300 Nicollet Mall N-290 Minneapolis MN 55401 363579536 501(c)(3) 37763 0 n/a n/a Fed'l subaward: DOJ IMPACTS 2.0 Eden Youth & Family Center 680 W Tennyson Road Hayward CA 94544 942442586 501(c)(3) 37142 0 n/a n/a Fed'l subaward: DOJ IMPACTS 2.0 ListoAmerica Inc 1800 E McFadden Ave Ste 200A Santa Ana CA 92705 264370987 501(c)(3) 32695 0 n/a n/a Fed'l subaward: DOJ IMPACTS 2.0 Boston University 1 Silber Way Boston MA 02155 042103547 501(c)(3) 18912 0 n/a n/a Fed'l subaward: HS Sci Research in Living Lab University of Rochester 300 East River Road Rochester NY 14627 160743209 501(c)(3) 25995 0 n/a n/a Fed'l subaward: Productive Struggle CAST Inc 200 Harvard Mill Sq Ste 210 Wakefield MA 01880 222746879 501(c)(3) 11063 0 n/a n/a Fed'l subaward: Productive Struggle Oregon Museum of Science and Industry 1945 SE Water Ave Portland OR 97214 930402877 501(c)(3) 44933 0 n/a n/a Fed'l subawards: Building Capacity for Co-Created Public Engagement w/Sci. Museum of Life and Science 433 W Murray Ave Durham NC 27704 560938434 501(c)(3) 9711 0 n/a n/a Fed'l subawards: Building Capacity for Co-Created Public Engagement w/Sci., Citizen Sci, Civics, and Resilient Communities Science Museum of Minnesota 120 W Kellogg Blvd St Paul MN 55102 410706172 501(c)(3) 196159 0 n/a n/a Fed'l subawards: ChemAttitudes, Collab. for Ongoing Vis. Exp. Studies EdTogether 416 Commonwealth Ave Boston MA 02215 812550548 501(c)(3) 86927 0 n/a n/a Fed'l subawards: Productive Struggle, Exhibit Appraisal and Diverse Populations The Clubhouse Network 2101 Washington St Roxbury MA 02119 821178906 501(c)(3) 310497 0 n/a n/a Private & fed'l subawards: Clubhouse Rapid Prototype, DOJ IMPACTS 2.0 Archdiocese of Boston 66 Brooke Dr Braintree MA 02184 042104151 501(c)(3) 20000 0 n/a n/a Private subaward: EiE in Catholic Schools 22 2 Admission fee waivers 11276 0 56380 Retail price Fee waiver Course fee waivers 69 0 20700 Retail price Fee waiver Overnight program fee waivers 262 0 14429 Retail price Fee waiver Teacher and other stipends 57 63546 0 Prizes and awards 9 15716 0 Human Subject compensation 153 3837 0 Schedule I, Part I, Line 2 CASH GRANTS: The Museum's cash awards fall into three categories. A) Subawards under grants - These are monies passed through to institutions who have applied for government and private grants jointly with the Museum. The Museum monitors the subawardees' use of funds in accordance with the regulations governing such grants and the adequacy of this monitoring is audited annually under the provisions of 2 CFR 200. B) Prizes and awards - The Museum administers two major annual awards for the recognition of scientific publication and communication. The Museum also hosts refereed student competitions for which cash prizes are awarded. As all these awards are honoraria, monitoring of their use is not applicable. C) Stipends - These are payments to participants in professional development workshops offered by the Museum, or in pilot testing of Museum products and programs. As these payments are simple flat stipends based on number of workshop days, or on pilot test milestones, monitoring of their use is not applicable. NON-CASH GRANTS: The Museum also provides substantial non-cash "scholarships" for reduced-fee or no-fee participation in Museum programs for which a fee is usually charged. For these transactions, no funds are disbursed to the grantee; they are simply charged less, or not at all, for the program attended. Eligibility is determined in a number of ways, depending on the nature of the grantee. Schools are evaluated based on location in under-served neighborhoods or by percentage of free/reduced lunch program students. Community groups are evaluated on the basis of charitable status. Individual grantees are evaluated on the basis of income or residence in under-served areas. As the operation of these non-cash awards is entirely internal to the Museum, monitoring the use of the funds is also entirely internal and accomplished through the Museum's own accounting system. X X X X X X 1 0 0 0 0 0 0 1 0 Ioannis Miaoulis President and Director 72160 0 0 0 319096 0 5502 0 730 0 397488 0 0 0 Wayne Bouchard Interim President 367423 0 0 0 4106 0 22009 0 6399 0 399937 0 0 0 John Slakey Sr. VP Finance (left) 198382 0 0 0 26718 0 16680 0 12748 0 254528 0 0 0 Ellen Starr Sr. VP, Advancement 273800 0 0 0 20956 0 16794 0 6325 0 317875 0 0 0 Todd Sperry Sr. VP, Marketing 271007 0 0 0 389 0 11649 0 0 0 283045 0 0 0 Jonathan Burke COO/Asst. Sec'y 227420 0 0 0 333 0 13427 0 19865 0 261045 0 0 0 Annette Sawyer Sr. VP, Education & Enrichment 200335 0 0 0 2336 0 14255 0 6325 0 223251 0 0 0 Lawrence Bell Sr. VP, Strategic Init. 103806 0 0 0 91547 0 5851 0 0 0 201204 0 0 0 Christine Reich Sr. VP, Exh Devel & Conseravt'n 191712 0 0 0 252 0 11424 0 0 0 203388 0 0 0 Heather Gunsallus VP, STEM Education 226326 0 0 0 210 0 6642 0 0 0 233178 0 0 0 Aaron Buzay Exec. Dir. of Development 186198 0 5000 0 18658 0 8629 0 0 0 218485 0 0 0 Britton O'Brien Sr. VP, Human Resources 189077 0 0 0 15954 0 13717 0 12748 0 231496 0 0 0 Andrew Russell Sr. Dir of Corp/Fdn/Gov't 193041 0 8000 0 184 0 8307 0 23362 0 232894 0 0 0 Peter Sobel Dir of Partnerships & Mkt Devel 188528 0 0 0 774 0 12001 0 24974 0 226277 0 0 0 Schedule J, Part I, Line 3 The Compensation Committee of the Museum's Board meets twice yearly, once in spring and once in the late summer or early fall. The first meeting is focused on establishing a recommendation to the Finance Committee that budgets for the upcoming fiscal year's museum-wide merit increase pool. The second meeting is focused on the review of the performance of Key Employees and other senior leadership staff for the prior year and to approve the recommendations of the President for any salary increases. In addition, the Committee reviews the performance and compensation of the President and recommends any adjustment to compensation if warranted. In order to do this in a fully knowledgeable manner, the Committee annually reviews information obtained by the Vice President of Human Resources though a variety of resources. These resources include an outside survey group used to benchmark each of the senior management positions including the President against local non-profit organizations that are of a similar size. In addition, the Museum uses public resources such as Guidestar to access salaries of key people in Museums located in metropolitan areas. Finally, the Museum participates in and receives information from local and regional salary surveys of other Museums in New England. This process gives a clear picture of local, regional, and national salary levels for its senior management. The Compensation Committee reviews this information in addition to the history of compensation increases, overall performance of the individual and of the Museum prior to approving or making recommendations for compensation increases. Schedule J, Part I, Line 4 In January 2019, the Museum's President, Ioannis Maioulis resigned. In accordance with his employment contract he received $318,947 in severance payments. Schedule J, Part I, Line 7 The bonuses shown in column B(ii) represent discretionary (non-contractual) payments. Dell Inc Major contributor 108054 Equipment lease and purchases 0 X 6 0 n/a X 56 1357129 Market (hi/lo) X Equipment 2 18526 Retail price X Software 1 1068 Retail price 6 0 1 0 Schedule M, Part I In all instances in this Schedule, figures in Column (b) represent number of contributions, even where a single contribution may include multiple items. In addition to the donated property reported in this Schedule, the Museum benefits from the time contributed by over 250 volunteers (not including Board members). This year, these volunteers contributed 15,853 hours (8 FTEs), with an equivalent value of $337,185. Schedule M, Part I, Line 33 Lines for which Column (a) is checked but (c) is zero represent donations to the Museum's Collections not recorded in the Financial Statements. Form 990, Part III, Line 3 While the Museum did not discontinue any of its major program areas, in March 2020, in response to the COVID-19 pandemic, we suspended some specific programs within those areas (e.g. on-site overnights) and moved others to an on-line model (e.g. public demonstrations). Post-pandemic, the Museum intends to resume most of the suspended programs and to maintain and further develop many of the on-line offerings created during the crisis. Form 990, Part VI, Section B, Line 11b The Museum's Form 990 is prepared by the staff of the Accounting Department and reviewed by the Sr. VP Finance. It is also reviewed and analyzed by the Museum's outside Auditors. It is then presented to the Audit and Risk Management Committee of the Museum's Board for further review and approval. After Audit Committee approval, the final version of Form 990 is provided to all members of the Museum's Board before the form is filed. Form 990, Part VI, Section B, Line 12c Upon election/hiring, and annually thereafter, all Museum Trustees, Advisors (an advisory, but non-governing body), and Key Employees are required to fill out a Conflict of Interest form which solicits detailed information about associations with companies, organizations, and each other which may represent a conflict of interest with respect to the Museum. The forms are reviewed at least annually by both the Assistant Controller, Compliance and Sr. VP Finance to identify any reported conflicts which may require disclosure and/or further follow-up. Using publicly available sources, additional research is undertaken by Museum staff to identify business and organizational associations which were not reported on the Conflict of Interest forms. With respect to business relationships between the Museum and companies associated with Trustees or Key Employees, it is the Museum's policy to subject such companies to the same procurement policies, procedures, and requirements as it applies to other, nonrelated, firms. Form 990, Part VI, Section B, Line 15 The Compensation Committee of the Museum's Board meets twice yearly, once in spring and once in the late summer or early fall. The first meeting is focused on establishing a recommendation to the Finance Committee that budgets for the upcoming fiscal year's museum-wide merit increase pool. The second meeting is focused on the review of the performance of Key Employees and other senior leadership staff for the prior year and to approve the recommendations of the President for any salary increases. In addition, the Committee reviews the performance and compensation of the President and recommends any adjustment to compensation if warranted. In order to do this in a fully knowledgeable manner, the Committee annually reviews information obtained by the Vice President of Human Resources though a variety of resources. These resources include an outside survey group used to benchmark each of the senior management positions including the President against local non-profit organizations that are of a similar size. In addition, the Museum uses public resources such as Guidestar to access salaries of key people in Museums located in metropolitan areas. Finally, the Museum participates in and receives information from local and regional salary surveys of other Museums in New England. This process gives a clear picture of local, regional, and national salary levels for its senior management. The Compensation Committee reviews this information in addition to the history of compensation increases, overall performance of the individual and of the Museum prior to approving or making recommendations for compensation increases. Form 990, Part VI, Section C, Line 19 The Museum's financial statements, Form 990, and other key documents are available in either hard copy or electronically upon request. Form 990 is also available through publicly accessible websites such as Guidestar.org. The audited financial statements are available on the Museum's website at http://www.mos.org/annual-reports. Form 990, Part XI, Line 9 Amortization of liability 205,140; Change in value of Split Interest agreements 407,805; Change in accounting principle 603,228; Rounding variances (1). Science Museum Exhibit Collaborative 1 Science Park Boston MA 021141099 222578949 Supporting organization MA 501(c)(3) 509(a)(3) - Type I N/A 0 Charitable Remainder Unitrusts (4) 1 Science Park Boston MA 02114 Charitable Remainder Unitrust MA Museum of Science T 0 493478 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Science Museum Exhibit Collaborative b 5000 Cash