2020-02-18T13:14:06-06:00 2019-06-30 010463013 Purdy Powers & Company 130 Middle Street Portland ME 04101 990 2018-07-01 016006001 Bigelow Laboratory for Ocean Sciences BIGE 2073152567 60 Bigelow Drive PO Box 380 East Boothbay ME 04544 Deborah Bronk President and CEO 2073152567 2020-02-17 David J Shorette CPA P00086553 2077753496 2020-02-17 64.88.174.3 2020-02-17 13:17:29 ES P B394B321CBDE9FB48AFDFEA4BE25C1C951B19852 D63BDBB6867B382B3BBF7959F7A97E4D980AF713 2018 2020-11-19 02:30:22Z Deborah Bronk 60 Bigelow Drive PO Box 380 East Boothbay ME 04544 12875623 0 X www.bigelow.org X 1974 ME To understand key processes driving the world's ocean ecosystems, their evolution and their fundamental relationship to life on earth through interrelated research, education, and technology transfer programs. 19 19 135 50 0 0 9881490 11273707 1472461 1385839 121714 113009 44138 103068 11519803 12875623 0 0 0 0 6857109 6726567 0 0 746914 5911458 6113432 12768567 12839999 -1248764 35624 49964771 51185244 14664746 16604274 35300025 34580970 To understand key processes driving the world's ocean ecosystems, their evolution, and their fundamental relationship to life on earth through interrelated research, education, and technology transfer programs. 0 0 7806625 1488907 Providing scientific and educational research for governmental, commercial, and educational entities. 7806625 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 60 0 1 135 1 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Deborah Bronk 2073152567 60 Bigelow Drive PO Box 380 East Boothbay ME 04544 Louise Bowditch Chair 4.00 X X 0 0 0 Brigitta Tadmor Vice Chair 4.00 X X 0 0 0 Bill Burgess Treasurer 4.00 X X 0 0 0 Linda Abriola Trustee 2.00 X 0 0 0 Colin Woodard Trustee 2.00 X 0 0 0 Stewart Bither Trustee 2.00 X 0 0 0 Barbara Burgess Trustee 2.00 X 0 0 0 Robert Gagosian Trustee 2.00 X 0 0 0 Karin Gregory Trustee 2.00 X 0 0 0 John Heyl Trustee 2.00 X 0 0 0 Marion Flores Trustee 2.00 X 0 0 0 Judith Kildow Trustee 2.00 X 0 0 0 Arthur Martinez Trustee 2.00 X 0 0 0 Ronald Newbower Trustee 2.00 X 0 0 0 Anna Marie Thron Trustee 2.00 X 0 0 0 Wendy Wolf Trustee 2.00 X 0 0 0 Endicott Davison Jr Trustee 2.00 X 0 0 0 Warren Muir Trustee 2.00 X 0 0 0 Herbert Paris Trustee 2.00 X 0 0 0 Deborah Bronk President and CEO 37.50 X 222551 0 23844 Jennifer Cutshall Director of Advancement 37.50 X 162182 0 15075 William M Balch Senior Research Scientist 37.50 X 153285 0 25179 Patricia Matrai Senior Research Scientist 37.50 X 149515 0 12019 Ramunas Stepanauskas Senior Research Scientist 37.50 X 122268 0 34980 Michael Lomas Senior Research Scientist 37.50 X 114872 0 24020 Benjamin Twiming VP Education and Research 37.50 X 123385 0 26341 1048058 0 161458 15 0 1 0 0 8445975 2827732 11273707 Course Fees 541700 574910 574910 NCMA Culture Fees 541700 325390 325390 SCG Fees 541700 193142 193142 BAS Fees 541700 106382 106382 MTI Grant Income 541700 90498 90498 95517 95517 1385839 113009 113009 2789 0 2789 2789 Miscellaneous 541700 100279 100279 100279 12875623 1488907 0 113009 514179 313649 159395 41135 3730076 2299547 1167183 263346 302946 184797 93913 24236 1824268 1163494 527748 133026 355098 216610 110080 28408 85149 3447 81702 842186 769340 67203 5643 8624 5729 2895 353677 19349 334328 188601 145511 19234 23856 511649 6000 505649 2095499 1301585 641219 152695 111220 9387 101833 Subcontracts 560770 560770 Consulting and Contract 430509 191167 211345 27997 Participant Support 302023 301641 382 Shipping and Postage 175859 167108 2554 6197 447666 147494 259797 40375 12839999 7806625 4286460 746914 2871443 2303692 1476758 2289328 373523 206908 1689 0 70227 76169 57096705 20205619 38331643 36891086 6839488 9418061 49964771 51185244 733783 846084 768645 1722378 13156911 13051134 5407 984678 14664746 16604274 X 14091035 12762596 18272758 18892783 2936232 2925591 35300025 34580970 49964771 51185244 X 35624 229999 -984678 X X 0 1 X 1 1 1 X 10041647 15573997 12459599 9881890 11273707 59230840 10041647 15573997 12459599 9881890 11273707 59230840 59230840 16377 35875 179107 119793 113009 464161 29575 31812 3047123 44138 100279 3252927 62947928 0.94090 0.78030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2474571 561395 116918 3152884 1972673 423528 79370 2475571 383588 1550687 38398 1972673 325138 25000 6450 356588 343370 8768 352138 0.92790 0.07210 0 0 2800537 2800537 40062240 8160666 31901574 14233928 12044953 2188975 36891086 Money Market Funds 4685899 F Equity Funds 385140 F Exchange Traded Funds 4347022 F 9418061 Swap contract 984678 984678 13105622 229999 229999 12875623 0 12875623 13824677 984678 984678 12839999 0 12839999 Part III, Line 1a: The Laboratory houses the Provasoli-Guillard National Center of Marine Algae and Microbiota. The Laboratory does not capitalize this collection of more than 2,700 strains of marine phytoplankton, bacteria, and viruses. The Laboratory holds the collection for educational and research purposes; the strains are available to the public. Proceeds from the sales of strain samples are used to maintain and preserve the collection. Part XII, Line 2d - Other Adjustments: Loss on interest rate swap X X X 0 0 0 0 0 0 0 0 0 Deborah Bronk President and CEO 222551 0 0 0 0 0 14368 0 9476 0 246395 0 0 0 Jennifer Cutshall Director of Advancement 162182 0 0 0 0 0 10907 0 4168 0 177257 0 0 0 William M Balch Senior Research Scientist 153285 0 0 0 0 0 10471 0 14708 0 178464 0 0 0 Patricia Matrai Senior Research Scientist 149515 0 0 0 0 0 9544 0 2475 0 161534 0 0 0 Ramunas Stepanauskas Senior Research Scientist 122268 0 0 0 0 0 8729 0 26251 0 157248 0 0 0 0 0 1 Part I, Line 32b: Bigelow has agreed with Block Island Marine Funding, Inc., a non-profit corporation that promotes the education of children through programs in marine science and marine biology, to encourage boat owners wishing to donate a boat to Bigelow to instead donate the boat to Block Island, and Block Island would arrange for the charter or sale of the boat as soon after the donation as reasonably practicable in compliance with IRS rules and regulations and remit 75% of the proceeds, less reasonable expenses, to Bigelow. Form 990, Part VI, Section A, line 2 Barbara Burgess and Bill Burgess are married. Form 990, Part VI, Section B, line 11b A copy is provided to all members of the Board before filing. Form 990, Part VI, Section B, line 12c The Audit Committee reviews annually. Form 990, Part VI, Section B, line 15a The Board reviews and approved the CEO and Director of Advancement's compensation. The Board Compensation Committee considers AIRI compensation data, salary.com, and glassdoor.com information. Salaries were bracketed by empirical data and validated by an independent committee of senior personnel in the lab. Form 990, Part VI, Section C, line 19 Bigelow publishes governing documents and financial reports on its website. The conflict of interest policy is circulated regularly and hand-delivered to employees, volunteers, board members, and board committees. Form 990, Part XI, line 9: Loss on interest rate swap -984,678. Form 990, Part XII, Line 2C: The Audit Committee assumes responsibility for oversight of the audit and selection of an independent accountant. Form 990, Part VI, Section C, Line 19: Available by request.