BERMUDA INSTITUTE OF OCEAN SCIENCES BIOS INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERMUDA INSTITUTE OF OCEAN SCIENCES BIOS INC (EIN 06-0706038)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349315389
- Schema version
- 2017v2.3
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T17:25:40-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 B CURRY | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 4412971880 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.39.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 18:45:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA72600D86868BB63E6792AE27374A61CFC4C663 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM B 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 | $20,723,816 | 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 | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | -$36,427 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$36,427 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,568,532 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,397,714 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,991,752 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,965,890 | CYProgramServiceRevenueAmt |
| PY Investment Income | $140,960 | PYInvestmentIncomeAmt |
| CY Investment Income | $215,134 | CYInvestmentIncomeAmt |
| PY Other Revenue | $132,154 | PYOtherRevenueAmt |
| CY Other Revenue | $143,796 | CYOtherRevenueAmt |
| PY Total Revenue | $12,833,398 | PYTotalRevenueAmt |
| CY Total Revenue | $19,722,534 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,766,967 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,351,827 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,337,109 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,486,633 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $576,217 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,772,089 | PYOtherExpensesAmt |
| CY Other Expenses | $6,756,210 | CYOtherExpensesAmt |
| PY Total Expenses | $15,876,165 | PYTotalExpensesAmt |
| CY Total Expenses | $16,594,670 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,042,767 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,127,864 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,630,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,086,076 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,010,401 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,536,928 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,619,624 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,549,148 | 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 | $11,253,564 | ExpenseAmt |
| Grant | $2,351,827 | GrantAmt |
| Desc | SCIENTIFIC RESEARCH: RESEARCH CONDUCTED AT BIOS IS RELEVANT TO THE WATERS SURROUNDING BERMUDA, AS WELL AS 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' SHIP OPERATIONS CONTRIBUTE TO MULTIDISCIPLINARY, MULTI-INSTITUTIONAL SCIENTIFIC RESEARCH WITH NUMEROUS EXPEDITIONS EACH YEAR TOTALING 150-200 DAYS AT SEA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,742,408 | ExpenseAmt |
| Revenue | $1,965,890 | RevenueAmt |
| Desc | 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 PROVIDES TRAINING AND RESOURCES TO BERMUDA'S GRADE-SCHOOL TEACHERS AND OFFERS HANDS-ON LEARNING EXPERIENCES TO APPROXIMATELY 1,000 STUDENTS EACH YEAR. UNIVERSITY STUDENTS FROM THE U.S., 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 ABD IN THE FIELD. EACH YEAR, MORE THAN 300 UNDERGRADUATE AND GRADUATE STUDENTS BENEFIT FROM BIOS' UNIVERSITY EDUCATION PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,995,972 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 (43 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 |
|---|---|---|---|---|---|---|---|---|
| J WILLIAM CHARRIER | ||||||||
| CHAIRMAN | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| IDWAL WYN HUGHES PHD | ||||||||
| VICE-CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H WILLIAMS | ||||||||
| VICE-CHAIRMAN | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KENNETH H BRINK PHD | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M CHURCH PHD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK BARLOW | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DIANA H FRAZIER | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES N GALLOWAY PHD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LINDA K GLOVER | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS HANSELL PHD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAUL HANLE PHD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GARY H ISAKSEN PHD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ALAN H MCGOWAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES N STANARD PHD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH K STEINBERG PHD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY WILLIAMS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL A BUTT | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GRAHAM COLLIS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES COOPER | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN DUPERREAULT | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD FERRETT | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL D HAMER PHD | ||||||||
| TRUSTEE | 0.75 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER MAYBURY | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN M O'HARA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN REISS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RALPH E RICHARDSON | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| HON GERALD DE SIMONS OBE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| IAN STRECKER | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LADY JUDY VEREKER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| COLIN BROWN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL W COLLINS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BURT SINGER | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| BESS WARD | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM CURRY PHD | ||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $342,186 | $0 | $18,920 | |||
| WILLIAM WELTON | ||||||||
| CHIEF FINANICAL AND OPERAT | 40.00 | Yes (X) | $210,828 | $0 | $20,779 | |||
| VICTORIA MILLETT | ||||||||
| TREASURER/CONTROLLER | 40.00 | Yes (X) | $168,000 | $0 | $13,371 | |||
| GILLIAN M S HOLLIS | ||||||||
| SECRETARY | 40.00 | Yes (X) | $88,608 | $0 | $10,410 | |||
| NICHOLAS BATES | ||||||||
| DIRECTOR OF RESEARCH | 40.00 | $226,975 | $0 | $18,722 | Yes (X) | |||
| AUDREY ROGERSON | ||||||||
| DIRECTOR OF RESOURCE DEVEL | 40.00 | $184,500 | $0 | $0 | Yes (X) | |||
| QUENTIN LEWIS | ||||||||
| MARINE SUPERINTENDENT | 40.00 | $152,623 | $0 | $12,893 | Yes (X) | |||
| ANDREW PETERS | ||||||||
| DIRECTOR OF EDUCATION | 40.00 | $126,435 | $0 | $11,941 | Yes (X) | |||
| ERIC HOCHBERG | ||||||||
| ASSOCIATE SCIENTIST | 40.00 | $124,162 | $0 | $17,916 | Yes (X) | |||
| RICHARD VERLINI | ||||||||
| PORT CAPTAIN/RELIEF MASTER | 40.00 | $129,036 | $0 | $20,863 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,753,353 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $145,815 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| DEYTENS SHIPYARDS INC | |||||||||
| 1670 DRYDOCK AVE BLDG 236 | NORTH CHARLESTON | SC | 29405 | REPAIRS/DRY DOCK EXPENSE | $2,002,087 | ||||
| BERNHARD SCHULTE SHIPMANAGEMENT | |||||||||
| SHIP MANAGEMENT SERVICES | $251,781 | RICHMOND HOUSE 12 PAR LA VILLE | HAMILTON | BD | HM HX | ||||
| MARINE SYSTEMS INC | |||||||||
| PO BOX 301284 | DALLAS | TX | 753031284 | RV MAIN ENGINE | $211,668 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $11,378,646 | GovernmentGrantsAmt |
| All Other Contributions | $6,019,068 | AllOtherContributionsAmt |
| Noncash Contributions | $296,345 | NoncashContributionsAmt |
| Total Contributions | $17,397,714 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,965,890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,965,890 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,965,890 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,783 | TotalRevenueColumnAmt |
| Exclusion | $203,783 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $391,684 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $254,001 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $137,683 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,683 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$36,427 | UnrelatedBusinessRevenueAmt |
| Exclusion | $174,110 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $752,855 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $741,504 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,351 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,351 | TotalRevenueColumnAmt |
| Exclusion | $11,351 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,890 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,777 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,113 | TotalRevenueColumnAmt |
| Exclusion | $6,113 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,722,534 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,965,890 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$36,427 | UnrelatedBusinessRevenueAmt |
| Exclusion | $395,357 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,209,983 | TotalAmt |
| Program Services | $2,209,983 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,844 | TotalAmt |
| Program Services | $141,844 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,800 | TotalAmt |
| Program Services | $230,955 | ProgramServicesAmt |
| Management And General | $887,845 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,253,616 | TotalAmt |
| Program Services | $4,439,127 | ProgramServicesAmt |
| Management And General | $394,083 | ManagementAndGeneralAmt |
| Fundraising | $420,406 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,735 | TotalAmt |
| Program Services | $177,631 | ProgramServicesAmt |
| Management And General | $39,512 | ManagementAndGeneralAmt |
| Fundraising | $13,592 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,123 | TotalAmt |
| Program Services | $486,131 | ProgramServicesAmt |
| Management And General | $47,446 | ManagementAndGeneralAmt |
| Fundraising | $38,546 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,359 | TotalAmt |
| Program Services | $239,699 | ProgramServicesAmt |
| Management And General | $53,318 | ManagementAndGeneralAmt |
| Fundraising | $18,342 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,838 | TotalAmt |
| Program Services | $82,838 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Management And General | $60,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,789 | TotalAmt |
| Program Services | $363,989 | ProgramServicesAmt |
| Management And General | $20,800 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14 | TotalAmt |
| Program Services | $14 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,699 | TotalAmt |
| Program Services | $226,292 | ProgramServicesAmt |
| Management And General | $43,989 | ManagementAndGeneralAmt |
| Fundraising | $16,418 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,874 | TotalAmt |
| Program Services | $51,552 | ProgramServicesAmt |
| Fundraising | $4,322 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,719 | TotalAmt |
| Program Services | $388,719 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,816 | TotalAmt |
| Program Services | $602,938 | ProgramServicesAmt |
| Management And General | $41,892 | ManagementAndGeneralAmt |
| Fundraising | $17,986 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,487 | TotalAmt |
| Program Services | $34,219 | ProgramServicesAmt |
| Management And General | $43,228 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,344 | TotalAmt |
| Program Services | $207,344 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,599,843 | TotalAmt |
| Program Services | $1,409,139 | ProgramServicesAmt |
| Management And General | $190,704 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,215 | TotalAmt |
| Program Services | $222,186 | ProgramServicesAmt |
| Management And General | $15,029 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $1,179,432 | $1,018,192 | $142,795 | $18,445 |
| SUPPLIES AND FOOD | $929,622 | $909,057 | $18,254 | $2,311 |
| FUEL | $310,090 | $310,090 | ||
| INTERNS EXPENSES | $262,813 | $236,005 | $23,388 | $3,420 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,615 | TotalAmt |
| Program Services | $8,028 | ProgramServicesAmt |
| Management And General | $198 | ManagementAndGeneralAmt |
| Fundraising | $22,389 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,594,670 | TotalAmt |
| Program Services | $13,995,972 | ProgramServicesAmt |
| Management And General | $2,022,481 | ManagementAndGeneralAmt |
| Fundraising | $576,217 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,233 | BOYAmt |
| EOY | $2,848,295 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $757,517 | BOYAmt |
| EOY | $2,345,584 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,468,024 | BOYAmt |
| EOY | $3,545,966 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,506 | BOYAmt |
| EOY | $207,401 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,504 | BOYAmt |
| EOY | $15,846 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,646 | BOYAmt |
| EOY | $7,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,418,640 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,663,965 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,034,500 | BOYAmt |
| EOY | $18,754,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,753,216 | BOYAmt |
| EOY | $15,069,999 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,879 | BOYAmt |
| EOY | $290,486 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,630,025 | BOYAmt |
| EOY | $43,086,076 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,661 | BOYAmt |
| EOY | $1,273,233 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,372 | BOYAmt |
| EOY | $394,518 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,123,231 | BOYAmt |
| EOY | $5,750,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,335,137 | BOYAmt |
| EOY | $1,119,177 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,010,401 | BOYAmt |
| EOY | $8,536,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,746,051 | BOYAmt |
| EOY | $11,421,176 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,093,625 | BOYAmt |
| EOY | $13,071,672 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,779,948 | BOYAmt |
| EOY | $10,056,300 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,619,624 | BOYAmt |
| EOY | $34,549,148 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,630,025 | BOYAmt |
| EOY | $43,086,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,127,864 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,801,660 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $10,162,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,834,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,231,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,568,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,397,714 | CurrentTaxYearAmt |
| Total | $64,194,882 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,162,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,834,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,231,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,568,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,397,714 | CurrentTaxYearAmt |
| Total | $64,194,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,932,700 | SubstantialContributorsTotAmt |
| Public Support Total170 | $56,262,182 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $828,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $615,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $597,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $597,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $489,009 | CurrentTaxYearAmt |
| Total | $3,127,094 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $7,325 | CurrentTaxYearMinus3YearsAmt |
| Total | $7,325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $67,329,301 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,526,336 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,910,141 | BeginningYearBalanceAmt |
| Contributions | $25,350 | ContributionsAmt |
| Investment Earnings Or Losses | $512,255 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $715,353 | OtherExpendituresAmt |
| End Year Balance | $13,732,393 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,817,400 | BeginningYearBalanceAmt |
| Contributions | $27,664 | ContributionsAmt |
| Investment Earnings Or Losses | -$250,731 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $684,192 | OtherExpendituresAmt |
| End Year Balance | $13,910,141 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,785,342 | BeginningYearBalanceAmt |
| Contributions | $26,869 | ContributionsAmt |
| Investment Earnings Or Losses | $613,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $608,550 | OtherExpendituresAmt |
| End Year Balance | $14,817,400 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,418,829 | BeginningYearBalanceAmt |
| Contributions | $26,900 | ContributionsAmt |
| Investment Earnings Or Losses | $1,876,332 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $536,719 | OtherExpendituresAmt |
| End Year Balance | $14,785,342 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10070 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65730 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24200 | 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 | $16,878,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,929,111 | DepreciationAmt |
| Book Value | $7,949,235 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,195,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,602,137 | DepreciationAmt |
| Book Value | $3,592,920 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,858,387 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,132,717 | DepreciationAmt |
| Book Value | $6,725,670 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,754,675 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,705,572 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,801,660 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $921,600 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $259,778 | OtherRevenueAmt |
| Revenue Not Reported | $2,983,038 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,722,534 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,722,534 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,776,048 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $921,600 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $259,778 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,181,378 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,594,670 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,594,670 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RECLASSED TO FORM 990, PART VIII, LINE 10B 5,777. RENTAL EXPENSE RECLASSED TO FORM 990, PART VIII, LINE 6B 254,001. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RECLASSED TO FORM 990, PART VIII, LINE 10B 5,777. RENTAL EXPENSES RECLASSED TO FORM 990, PART VIII, LINE 6B 254,001. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Type Of Activities ConductedTypeOfActivitiesConductedTxt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | SCIENTIFIC RESEARCH AND EDUCATION | $33,700 | |
| EUROPE | 0 | 0 | SCIENTIFIC RESEARCH AND EDUCATION | $108,144 | |
| BERMUDA | 1 | 103 | SCIENTIFIC RESEARCH AND EDUCATION | $13,854,128 | PROGRAM SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 103 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Subtotal Spent | $13,995,972 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,995,972 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | TO FACILITATE SCIENTIFIC RESEARCH | $33,700 | WIRE TRANSFER |
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $7,000 | WIRE TRANSFER |
| EUROPE | TO FACILITATE SCIENTIFIC RESEARCH | $101,144 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 3 | 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. |
| FORM 990, SCHEDULE F, PART I, LINE 3, COLUMN (F) | ACCRUAL METHOD IS USED TO ACCOUNT FOR EXPENDITURES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WOODS HOLE OCEANOGRAPHIC INSTITUTE | ||||||||
| 569 WOODS HOLE ROAD | BOSTON | MA | 02543 | 042105850 | 501(C)(3) | $270,833 | TO FACILITATE SCIENTIFIC RESEARCH | |
| MARINE BIOLOGICAL LABORATORY | ||||||||
| PO BOX 3218 | BOSTON | MA | 022413218 | 042104690 | 501(C)(3) | $301,578 | TO FACILITATE SCIENTIFIC RESEARCH | |
| UNIVERSITY OF HAWAII | ||||||||
| HAWAII INST OF MARINE BIOLOGY | KANEOHE | HI | 967442366 | 996000354 | 501(C)(3) | $288,694 | TO FACILITATE SCIENTIFIC RESEARCH | 46-007 LILIPUNA RD |
| CALIFORNIA STATE UNIVERSITY | ||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 913308232 | 951992732 | 501(C)(3) | $201,753 | TO FACILITATE SCIENTIFIC RESEARCH | |
| UNIVERSITY OF CONNECTICUT | ||||||||
| 438 WHITNEY ROAD EXT UNIT 1133 | STORRS | CT | 062691133 | 060772160 | 501(C)(3) | $233,465 | TO FACILITATE SCIENTIFIC RESEARCH | |
| UNIVERSITY OF MASSACHUSETTS - BOSTON | ||||||||
| QUINN ADMIN BLDG 2ND FL RM 02/80-93 | BOSTON | MA | 021253393 | 043167352 | 501(C)(3) | $102,994 | TO FACILITATE SCIENTIFIC RESEARCH | 100 MORRISSEY BLVD |
| COLLEGE OF WILLIAM & MARY VIRGINIA INST OF MARINE SCIENCE | ||||||||
| PO BOX 1346 1375 GREATE ROAD | GLOUCESTER PT | VA | 230621346 | 546001802 | 501(C)(3) | $35,251 | TO FACILITATE SCIENTIFIC RESEARCH | |
| FLORIDA STATE UNIVERSITY FOR RESEARCH | ||||||||
| PO BOX 3064166 | TALLAHASSEE | FL | 323064166 | 593211153 | 501(C)(3) | $34,087 | TO FACILITATE SCIENTIFIC RESEARCH | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 8622 DISCOVERY WAY 0210 | LA JOLLA | CA | 920930210 | 956006145 | 501(C)(3) | $328,229 | TO FACILITATE SCIENTIFIC RESEARCH | |
| THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | ||||||||
| 1400 WASHINGTON AVENUE MSC 312 | ALBANY | NY | 12222 | 141368361 | 501(C)(3) | $32,062 | TO FACILITATE SCIENTIFIC RESEARCH | |
| OREGON STATE UNIVERSITY | ||||||||
| 312 KERR ADMINISTRATION BLDG | CORVALLIS | OR | 973312140 | 611730890 | 501(C)(3) | $222,530 | TO FACILITATE SCIENTIFIC RESEARCH | |
| UNIVERSITY OF FLORIDA | ||||||||
| 236 GRINTER HALL PO BOX 115500 | GAINESVILLE | FL | 32611 | 596002052 | 501(C)(3) | $44,195 | TO FACILITATE SCIENTIFIC RESEARCH | |
| CORAL REEF RESEARCH FOUNDATION | ||||||||
| 6050 SANTO ROAD SUITE 170 | SANDIEGO | CA | 92124 | 954316261 | 501(C)(3) | $48,149 | TO FACILITATE SCIENTIFIC RESEARCH | |
| THE UNIVERSITY OF SOUTHERN MISSISSIPPI | ||||||||
| 118 COLLEGE DRIVE | HATTIESBURG | MS | 394060001 | 646000818 | 501(C)(3) | $9,947 | TO FACILITATE SCIENTIFIC RESEARCH | |
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY | ||||||||
| 600 S CLYDE MORRIS BOULEVARD | DAYTONA BEACH | FL | 321143900 | 590936101 | 501(C)(3) | $39,587 | TO FACILITATE SCIENTIFIC RESEARCH | |
| THE UNIVERSITY OF SOUTH FLORIDA | ||||||||
| 3702 SPECTRUM BLVD | TAMPA | FL | 336129445 | 593102112 | 501(C)(3) | $11,630 | TO FACILITATE SCIENTIFIC RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
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) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (6 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 | $267,750 | $0 | $0 | $0 | $74,436 | $0 | $0 | $0 | $18,920 | $0 | $361,106 | $0 | $0 | $0 |
| WILLIAM WELTON | ||||||||||||||
| CHIEF FINANICAL AND OPERAT | $200,789 | $0 | $0 | $0 | $10,039 | $0 | $0 | $0 | $20,779 | $0 | $231,607 | $0 | $0 | $0 |
| VICTORIA MILLETT | ||||||||||||||
| TREASURER/CONTROLLER | $160,000 | $0 | $0 | $0 | $8,000 | $0 | $0 | $0 | $13,371 | $0 | $181,371 | $0 | $0 | $0 |
| NICHOLAS BATES | ||||||||||||||
| DIRECTOR OF RESEARCH | $216,424 | $0 | $0 | $0 | $10,551 | $0 | $0 | $0 | $18,722 | $0 | $245,697 | $0 | $0 | $0 |
| AUDREY ROGERSON | ||||||||||||||
| DIRECTOR OF RESOURCE DEVEL | $184,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $184,500 | $0 | $0 | $0 |
| QUENTIN LEWIS | ||||||||||||||
| MARINE SUPERINTENDENT | $151,550 | $0 | $0 | $0 | $1,073 | $0 | $0 | $0 | $12,893 | $0 | $165,516 | $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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,345 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $290,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| 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 NUMBER OF CONTRIBUTIONS IN PART I, COLUMN B IS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | BIOS HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY CFO, CEO, DIRECTOR OF RESEARCH & SENIOR SCIENTIST, CONTROLLER & TREASURER, DIRECTOR OF RESOURCES DEVELOPMENT AND EDUCATION DIRECTOR AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT'S SUBMITTED ELECTRONICALLY TO THE AUDIT COMMITTEE AND THE CHAIRMAN OF THE FINANCE COMMITTEE FOR REVIEW AND COMMENTS PRIOR TO ITS SUBMISSION. EACH COMMENT OR ISSUE, IF ANY, IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | BIOS INC. HAS A CONFLICT OF INTEREST POLICY GOVERNING ANY INTERESTED PERSON (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. |
| 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 FISCAL YEAR 2017. |
| 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 XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATREMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
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