MARINE BIOLOGICAL LABORATORY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARINE BIOLOGICAL LABORATORY (EIN 04-2104690)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-04
- IRS object ID
- 201821279349300952
- Schema version
- 2016v3.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-04T09:02:11-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104690 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINE BIOLOGICAL LABORATORY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 5082897239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 MBL Street | AddressLine1Txt |
| City | Woods Hole | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary S Harrington | PersonNm |
| Person Title | Director of Finance | PersonTitleTxt |
| Phone | 5082897300 | PhoneNum |
| Signature | 2018-05-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Melina Hale | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 MBL Street | AddressLine1Txt |
| City | Woods Hole | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,115,685 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mbl.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1888 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The Marine Biological Laboratory (MBL) is dedicated to scientific discovery and improving the human condition through research and education in biology, biomedicine, and environmental science. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 376 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,072,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,667,579 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,421,913 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,932,127 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,636,121 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,621,131 | CYInvestmentIncomeAmt |
| PY Other Revenue | $141,630 | PYOtherRevenueAmt |
| CY Other Revenue | $180,559 | CYOtherRevenueAmt |
| PY Total Revenue | $46,272,164 | PYTotalRevenueAmt |
| CY Total Revenue | $40,401,396 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,571,710 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,396,696 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,734,516 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,750,409 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,439,552 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,701,715 | PYOtherExpensesAmt |
| CY Other Expenses | $17,695,707 | CYOtherExpensesAmt |
| PY Total Expenses | $44,007,941 | PYTotalExpensesAmt |
| CY Total Expenses | $42,842,812 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,264,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,441,416 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $208,537,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,247,460 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,047,329 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,077,858 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $165,490,312 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $170,169,602 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Marine Biological Laboratory (MBL) is dedicated to scientific discovery and improving the human condition through research and education in biology, biomedicine, and environmental science. Founded in Woods Hole, Massachusetts, in 1888, the MBL is a private, nonprofit institution and an affiliate of the University of Chicago. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,233,700 | ExpenseAmt |
| Grant | $2,050,009 | GrantAmt |
| Revenue | $9,469,786 | RevenueAmt |
| Desc | The Marine Biological Laboratory maintains laboratories for the scientific study and investigation of a wide range of biological studies from biomedical to ecological research. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,614,863 | ExpenseAmt |
| Grant | $1,346,687 | GrantAmt |
| Revenue | $1,462,341 | RevenueAmt |
| Desc | The Marine Biological Laboratory is an established educational organization of biology and natural history with an internationally renowned course faculty and world-wide student population. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $37,848,563 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 290 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 376 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary S Harrington | PersonNm |
| Phone | 5082897239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 MBL Street | AddressLine1Txt |
| City | Woods Hole | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02543 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Huntington Willard | |||||||||
| President and Director | 40 | 0 | Yes (X) | Yes (X) | $636,300 | $0 | $50,411 | ||
| Robert Ament | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Fithian | |||||||||
| Trustee | 1 | 45 | Yes (X) | $0 | $638,466 | $37,395 | |||
| Meg Fofonoff | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Gage | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James Galloway | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Greene | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Hibbitt | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William Huyett | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Eric Isaacs | |||||||||
| Trustee | 1 | 45 | Yes (X) | $0 | $738,605 | $129,838 | |||
| Christopher Kennedy | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ethan Lerner | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Walter Massey | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John McCarter | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Edward Owens | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Saul Pannell | |||||||||
| Vice Chair of the Board | 1 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey Pierce | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| George Putnam | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William Speck | |||||||||
| Trustee | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Zimmer | |||||||||
| Chair of the Board | 1 | 55 | Yes (X) | $0 | $1,477,328 | $1,585,408 | |||
| Melina Hale | |||||||||
| Interim Co Director of the MBL | 10 | 40 | Yes (X) | $0 | $263,711 | $41,897 | |||
| Neil Shubin | |||||||||
| Interim Co Director of the MBL | 10 | 40 | Yes (X) | $0 | $715,739 | $52,899 | |||
| Mary Harrington | |||||||||
| Treasurer & Director of Finance | 40 | 0 | Yes (X) | $194,455 | $0 | $44,849 | |||
| Darren Reisberg | |||||||||
| Secretary of the Corporation | 1 | 45 | Yes (X) | $0 | $342,817 | $32,674 | |||
| Paul Speer | |||||||||
| Chief Operating Officer | 40 | 0 | Yes (X) | $267,158 | $0 | $51,120 | |||
| Jonathan Gitlin | |||||||||
| Director Division of Research | 40 | 0 | $275,034 | $0 | $48,629 | Yes (X) | |||
| Rae Nishi | |||||||||
| Director of Education | 40 | 0 | $193,951 | $0 | $35,150 | Yes (X) | |||
| David Mark Welch | |||||||||
| Director Bay Paul Center | 40 | 0 | $170,598 | $0 | $45,422 | Yes (X) | |||
| Roger Hanlon | |||||||||
| Director Marine Resource Center | 40 | 0 | $213,433 | $0 | $31,507 | Yes (X) | |||
| Scott Koerner | |||||||||
| Director Information Technology | 40 | 0 | $162,797 | $0 | $28,886 | Yes (X) | |||
| Jerry Melillo | |||||||||
| Distinguished Scientist | 40 | 0 | $231,047 | $0 | $49,531 | Yes (X) | |||
| Marie Russell | |||||||||
| Director of Facilities | 40 | 0 | $176,357 | $0 | $43,805 | Yes (X) | |||
| Mitchell Sogin | |||||||||
| Distinguished Scientist | 40 | 0 | $222,840 | $0 | $50,003 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,743,970 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,176,666 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,359,424 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Sodexo Inc | ||||||
| PO Box 360170 | Pittsburgh | PA | 15251 | Food service | $1,910,377 | |
| Shawmut Woodworking and Supply | ||||||
| 500 Harrison Ave | Boston | MA | 02118 | Construction services | $178,401 | Suite 200 |
| The Valle Group | ||||||
| 70 East Falmouth Hgwy | East Falmouth | MA | 02536 | Construction services | $183,676 | Suite 3 |
| HR Concepts LLC | ||||||
| 111 Charles Street | Manchester | NH | 03101 | Human Resource administration services | $126,390 | |
| KPMG LLP | ||||||
| Dept 0511 | Dallas | TX | 75312 | Audit services | $146,962 | PO Box 120511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $33,550 | MembershipDuesAmt |
| Fundraising | $15,326 | FundraisingAmt |
| Related Organizations | $9,575,000 | RelatedOrganizationsAmt |
| Government Grants | $12,230,738 | GovernmentGrantsAmt |
| All Other Contributions | $3,812,965 | AllOtherContributionsAmt |
| Noncash Contributions | $82,558 | NoncashContributionsAmt |
| Total Contributions | $25,667,579 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Education and Research | 541700 | $8,797,206 | $8,797,206 | $0 | $0 |
| Tuition, Dorm and Dining | 611600 | $1,203,893 | $1,203,893 | $0 | $0 |
| Library | 519100 | $22,002 | $22,002 | $0 | $0 |
| Rental Income | 532000 | $909,026 | $909,026 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,932,127 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $821,266 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $821,266 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,320 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,024,707 | SecuritiesAmt |
| Other | $468,326 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,257,055 | SecuritiesAmt |
| Other | $436,113 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,767,652 | SecuritiesAmt |
| Other | $32,213 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,799,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,799,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,350 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $15,326 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,121 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,771 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,771 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $165,010 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $165,010 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,401,396 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,097,137 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,636,680 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,584,875 | TotalAmt |
| Program Services | $1,584,875 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,731,748 | TotalAmt |
| Program Services | $1,731,748 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,073 | TotalAmt |
| Program Services | $80,073 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,140,972 | TotalAmt |
| Program Services | $242,400 | ProgramServicesAmt |
| Management And General | $1,898,572 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,421,125 | TotalAmt |
| Program Services | $13,425,314 | ProgramServicesAmt |
| Management And General | $454,661 | ManagementAndGeneralAmt |
| Fundraising | $541,150 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,334 | TotalAmt |
| Program Services | $1,152,984 | ProgramServicesAmt |
| Management And General | $47,574 | ManagementAndGeneralAmt |
| Fundraising | $46,776 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,838,108 | TotalAmt |
| Program Services | $2,623,434 | ProgramServicesAmt |
| Management And General | $108,245 | ManagementAndGeneralAmt |
| Fundraising | $106,429 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,102,870 | TotalAmt |
| Program Services | $1,019,449 | ProgramServicesAmt |
| Management And General | $42,063 | ManagementAndGeneralAmt |
| Fundraising | $41,358 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,437 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $74,437 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,117 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $195,117 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,218 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $80,218 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $64 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,094 | TotalAmt |
| Program Services | $904,094 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,214 | TotalAmt |
| Program Services | $94,787 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $4,427 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,224,001 | TotalAmt |
| Program Services | $2,030,651 | ProgramServicesAmt |
| Management And General | $82,935 | ManagementAndGeneralAmt |
| Fundraising | $110,415 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,371 | TotalAmt |
| Program Services | $1,102,454 | ProgramServicesAmt |
| Management And General | $12,797 | ManagementAndGeneralAmt |
| Fundraising | $21,120 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,743 | TotalAmt |
| Program Services | $95,796 | ProgramServicesAmt |
| Management And General | $10,005 | ManagementAndGeneralAmt |
| Fundraising | $4,942 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,058,719 | TotalAmt |
| Program Services | $1,006,370 | ProgramServicesAmt |
| Management And General | $42,459 | ManagementAndGeneralAmt |
| Fundraising | $9,890 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,470,644 | TotalAmt |
| Program Services | $4,054,940 | ProgramServicesAmt |
| Management And General | $179,291 | ManagementAndGeneralAmt |
| Fundraising | $236,413 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,586 | TotalAmt |
| Program Services | $755,682 | ProgramServicesAmt |
| Management And General | $78,920 | ManagementAndGeneralAmt |
| Fundraising | $38,984 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Subcontracts | $1,840,112 | $1,840,112 | $0 | $0 |
| Equipment and equipment maintenance | $844,355 | $738,456 | $71,732 | $34,167 |
| Serials | $257,119 | $256,887 | $116 | $116 |
| Supplies | $2,374,663 | $2,285,271 | $63,800 | $25,592 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,250 | TotalAmt |
| Program Services | $822,786 | ProgramServicesAmt |
| Management And General | $191,909 | ManagementAndGeneralAmt |
| Fundraising | $137,555 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,842,812 | TotalAmt |
| Program Services | $37,848,563 | ProgramServicesAmt |
| Management And General | $3,554,697 | ManagementAndGeneralAmt |
| Fundraising | $1,439,552 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,544,236 | BOYAmt |
| EOY | $1,147,090 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,979 | BOYAmt |
| EOY | $730,445 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,897,599 | BOYAmt |
| EOY | $6,649,083 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,011,733 | BOYAmt |
| EOY | $1,093,795 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,250 | BOYAmt |
| EOY | $230,250 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,363 | BOYAmt |
| EOY | $109,267 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,324 | BOYAmt |
| EOY | $1,267,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $184,031,920 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,249,235 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,726,597 | BOYAmt |
| EOY | $106,782,685 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,340,003 | BOYAmt |
| EOY | $10,226,378 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,261,128 | BOYAmt |
| EOY | $80,129,471 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,251,429 | BOYAmt |
| EOY | $2,881,658 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,537,641 | BOYAmt |
| EOY | $211,247,460 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,214,378 | BOYAmt |
| EOY | $3,978,124 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,355,335 | BOYAmt |
| EOY | $4,382,818 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,982,701 | BOYAmt |
| EOY | $27,210,817 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,494,915 | BOYAmt |
| EOY | $5,506,099 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,047,329 | BOYAmt |
| EOY | $41,077,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,337,742 | BOYAmt |
| EOY | $89,369,603 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,060,222 | BOYAmt |
| EOY | $25,178,163 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,092,348 | BOYAmt |
| EOY | $55,621,836 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,490,312 | BOYAmt |
| EOY | $170,169,602 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,537,641 | BOYAmt |
| EOY | $211,247,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,441,416 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,481,263 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $2,639,443 | OtherChangesInNetAssetsAmt |
| 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 | $28,228,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,039,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,408,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,072,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,667,579 | CurrentTaxYearAmt |
| Total | $129,417,217 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,228,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,039,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,408,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,072,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,667,579 | CurrentTaxYearAmt |
| Total | $129,417,217 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,254,697 | SubstantialContributorsTotAmt |
| Public Support Total170 | $122,162,520 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,552,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,595,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $427,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $772,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $838,586 | CurrentTaxYearAmt |
| Total | $16,186,116 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $48,677 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $154,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,239 | CurrentTaxYearAmt |
| Total | $713,803 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $146,365,813 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $53,288,143 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83464 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85169 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other income shows miscellaneous activity. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $80,218 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $80,218 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The MBL hired a lobbyist to contact various people/agencies to advocate for funding beneficial to MBL research. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,261,128 | BeginningYearBalanceAmt |
| Contributions | $209,323 | ContributionsAmt |
| Investment Earnings Or Losses | $8,061,846 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,402,826 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $80,129,471 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,011,946 | BeginningYearBalanceAmt |
| Contributions | $414,836 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,910,070 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,255,584 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $76,261,128 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,889,342 | BeginningYearBalanceAmt |
| Contributions | $1,308,592 | ContributionsAmt |
| Investment Earnings Or Losses | $2,859,342 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,045,330 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $82,011,946 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,021,357 | BeginningYearBalanceAmt |
| Contributions | $548,283 | ContributionsAmt |
| Investment Earnings Or Losses | $7,007,880 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,688,178 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $79,889,342 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,096,170 | BeginningYearBalanceAmt |
| Contributions | $1,147,784 | ContributionsAmt |
| Investment Earnings Or Losses | $8,734,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,957,431 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $76,021,357 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1206 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6554 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.224 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $52,931,085 | OtherCostOrOtherBasisAmt |
| Book Value | $52,931,085 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $104,282,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,900,291 | DepreciationAmt |
| Book Value | $48,382,589 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $26,646,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,348,944 | DepreciationAmt |
| Book Value | $5,297,498 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $171,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $171,513 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $106,782,685 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | University of Chicago Total Return Investment Pool | Desc |
| Book Value | $80,129,471 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $80,129,471 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Swap Agreement Liability | $4,267,883 |
| Future Program Resources | $730,445 |
| Annuities and Trusts Payable | $507,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,506,099 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $47,514,808 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,481,263 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $2,632,149 | OtherRevenueAmt |
| Revenue Not Reported | $7,113,412 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,401,396 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,401,396 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,835,518 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | -$7,294 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$7,294 | ExpensesNotReportedAmt |
| Expenses Subtotal | $42,842,812 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,842,812 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1 | Rare books, journals and prints located and used in the MBL Library for research and preservation. |
| Schedule D, Part III, Line 4 | Rare books, journals and prints located and used in the MBL Library for research and preservation. |
| Schedule D, Part V, Line 4 | The endowment funds were established for a variety of purposes, including research, scholarships, library, plant and unrestricted. |
| Schedule D, Part X, Line 2 | The Laboratory is a tax-exempt organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the Code), and is generally exempt from income taxes pursuant to Section 501(3) of the Code. The Laboratory is required to assess uncertain tax positions and has determined that there were no such positions that are material to the financial statements. Management believes that the Laboratory's income tax returns for years ended prior to 2011 are no longer subject to examination by tax authorities in its major tax jurisdiction. |
| Schedule D, Part XI, Line 2d | Add back $21,241 of revenue for special event held in FY2017 but posted to the books in FY2016. Net special event expense of $21,121 for FY17 against revenue. Deduct change in value of interest rate swap of $2,006,986 and PRHP change of $625,283. Deduct unrealized gain of $4,481,263. |
| Schedule D, Part XII, Line 2d | Deduct the change in value of annuities OF $7,763. Add back to miscellaneous expense $9,906 expenses posted in FY16 for the FY17 special event. Deduct total special event expense of $21,121 netted against revenue on Form 990. Add imputed income of $26,272 shown on W-2s only. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Travel related to research and education | $18,046 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Travel related to research and education | $107,830 |
| Middle East and North Africa | 0 | 0 | Program Services | Travel related to education and research | $2,164 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Travel related to research and education | $9,001 |
| Russia and the newly independent States | 0 | 0 | Program Services | Travel related to research and education | $828 |
| South America | 0 | 0 | Program Services | Travel related to research and education | $8,022 |
| South Asia | 0 | 0 | Program Services | Travel related to research and education | $5,373 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Travel related to research and education | $6,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $158,140 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| North America (including Canada and Mexico, but not the United States) | Research grants | $17,147 | EFT | $0 |
| East Asia and the Pacific | Research grants | $47,926 | EFT | $0 |
| Europe (including Iceland and Greenland) | Research grants | $15,000 | EFT | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | For subawards to institutions outside the United States, a budget, including the budget for the subaward, is prepared by the Office of Sponsored Programs (OSP) and forwarded to the prime funding agency for approval. When approval is received, an agreement between the MBL and the subawardee is prepared. The agreement is required to include a budget, justification and description of work to be completed. Additional information such as an annual audit report may be requested as applicable. This agreement must be approved and signed by a signatory official of the subawardee. Additional reporting is required of all foreign subawards including itemized invoices with detailed justification of charges to verify their appropriateness and reasonableness and prepared on a basis comparable to Generally Accepted Accounting Principles (GAAP) of the United States of America. Invoices are reviewed by OSP and then forwarded to the MBL Principle Investigator (PI) for review, approval, and certification that they have been monitoring the progress of the project each time an invoice is approved. Approved invoices are forwarded to MBL Financial Services for processing. MBL may also require progress reports the same as stipulated by the prime agreement and the MBL PI. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Concert Fundraiser | Event1Nm |
| Gross Receipts Event1 | $34,676 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,326 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,350 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,621 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $34,676 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $15,326 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,350 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,621 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,121 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,771 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Bigelow Laboratoy for Ocean Sciences | |||||||||
| 60 Bigelow Drive | East Boothbay | ME | 04544 | 016006001 | 501(c)(3) | $12,835 | $0 | Research | |
| Bridgewater State University | |||||||||
| 10 Shaw Road Room 200 | Bridgewater | MA | 02325 | 043010428 | State Government | $22,816 | $0 | Research | |
| Clark University | |||||||||
| 950 Main Street | Worcester | MA | 01610 | 042111203 | 501(c)(3) | $24,975 | $0 | Research | |
| Trustees of Dartmouth College | |||||||||
| 11 Rope Ferry Road 6210 | Hanover | NH | 03755 | 020222111 | 501(c)(3) | $38,907 | $0 | Research | |
| Florida Atlantic University | |||||||||
| PO Box 198660 | Atlanta | GA | 30384 | 650385507 | State Government | $34,023 | $0 | Research | |
| J Craig Venter Institute | |||||||||
| 4210 Capricorn Lane | La Jolla | CA | 92037 | 521842938 | 501(c)(3) | $7,866 | $0 | Research | |
| Kansas State University | |||||||||
| 2323 Anderson Ave | Manhattan | KS | 66502 | 480667209 | 501(c)(3) | $44,970 | $0 | Research | Suite 600 |
| Massachusetts Audobon Society | |||||||||
| 208 South Great Road | Lincoln | MA | 01773 | 042104702 | 501(c)(3) | $26,000 | $0 | Research | |
| Michigan State University | |||||||||
| Hannah Administrtion Building | East Lansing | MI | 48824 | 386005984 | 501(c)(3) | $56,780 | $0 | Research | 426 426 Auditorium Road |
| Rensselaer Polytech Institute | |||||||||
| 110 Eighth Street | Troy | NY | 12180 | 141340095 | $56,921 | $0 | Research | West Hall 3rd Floor | |
| University of California Berkeley | |||||||||
| 2195 Hearst Ave | Berkley | CA | 94720 | 946002123 | 501(c)(3) | $7,183 | $0 | Research | Room 130F |
| University Chicago | |||||||||
| 6054 South Drexel Avenue | Chicago | IL | 60637 | 362177139 | 501(c)(3) | $38,431 | $0 | Research | Suite 300 |
| University of Georgia Research | |||||||||
| 279 Willams Street | Athens | GA | 30602 | 581353149 | 501(c)(3) | $112,126 | $0 | Research | |
| University of Massachusetts Amherst | |||||||||
| 405 Goodell Building | Amherst | MA | 01003 | 043167352 | State Government | $177,748 | $0 | Research | 140 Hicks Way |
| University of Boston | |||||||||
| 100 Morrissey BLVD | Boston | MA | 02125 | 043167352 | State Government | $8,166 | $0 | Research | |
| University of Michigan | |||||||||
| 1015 LSA | Ann Arbor | MI | 48109 | 386006309 | 501(c)(3) | $241,885 | $0 | Research | |
| University of New Hampshire | |||||||||
| 51 College Road | Durham | NH | 03824 | 026000937 | 501(c)(3) | $111,702 | $0 | Research | |
| University of South Carolina | |||||||||
| 901 Summer Street | Columbia | SC | 29208 | 570937350 | 501(c)(3) | $114,960 | $0 | Research | |
| University of Utah | |||||||||
| PO Box 410027 | Salt Lake City | UT | 84141 | 876000525 | 501(c)(3) | $47,732 | $0 | Research | |
| University of Vermont | |||||||||
| 85 S Prospect Street | Burlington | VT | 05405 | 030179440 | 501(c)(3) | $285,862 | $0 | Research | 340 Waterman Building |
| University of Virginia | |||||||||
| PO Box 400195 | Charlottseville | VA | 22904 | 546001796 | 501(c)(3) | $24,220 | $0 | Research | |
| University of Washington | |||||||||
| 12455 Collections Drive | Chicago | IL | 60693 | 916001537 | 501(c)(3) | $27,515 | $0 | Research | |
| Utah State University | |||||||||
| 2400 Old Main Hill | Logan | UT | 84322 | 876000052 | (501)(3) | $43,559 | $0 | Research | |
| Woods Hole Research Center | |||||||||
| 149 Woods Hole Road | Falmouth | MA | 02540 | 043005094 | 501(c)(3) | $12,181 | $0 | Research | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Research Awards | 25 | $385,061 | $0 |
| Scholarships | 169 | $1,346,687 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | The Senior Federal Grants Accountant and Director of Finance oversee all grant, contract or cooperative agreement awards compliance. This includes establishing a new job center for each award, reconciling allowable expenses to the sponsor's requirements, accounting of all costs on active awards, ensuring grant contract or cooperative agreement expenses do not exceed the award revenues, completing all billing to government and private agencies, and completing a financial close-out of all finished awards assuring proper reporting to federal and non-federal agencies. |
| Schedule I, Part III | Research award oversight is provided by the Division of Research staff. Research award applications are reviewed by a committee of internal and external scientists, who meet with the Director of the Division of Research to make their recommendations for the final determination of specific awards and award amounts. The Senior Administrator to the Director of Research tracks the awardee's research progress and expenditures through their stay at MBL to ensure that the awardees stay closely within budget and reviews the required report due approximately one month after the completion of the term covered by the research award. Scholarships are awarded by the Division of Education from grants and contributions some of which are restricted for specific use. The Director of the Division of Education determines the amount and if a student is eligible for a scholarship according to these restrictions. Awards are first used to cover tuition costs and then room, board, and travel if the amount awarded allows this. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mary Harrington | ||||||||||||||
| Treasurer & Director of Finance | $194,455 | $0 | $0 | $0 | $0 | $0 | $20,165 | $0 | $24,683 | $0 | $239,303 | $0 | $0 | $0 |
| Paul Speer | ||||||||||||||
| Chief Operating Officer | $267,158 | $0 | $0 | $0 | $0 | $0 | $24,000 | $0 | $27,120 | $0 | $318,278 | $0 | $0 | $0 |
| Huntington Willard | ||||||||||||||
| President and Director | $617,872 | $0 | $0 | $0 | $18,428 | $0 | $24,000 | $0 | $26,411 | $0 | $686,711 | $0 | $0 | $0 |
| Jonathan Gitlin | ||||||||||||||
| Director Division of Research | $275,034 | $0 | $0 | $0 | $0 | $0 | $24,000 | $0 | $24,629 | $0 | $323,663 | $0 | $0 | $0 |
| David Mark Welch | ||||||||||||||
| Director Bay Paul Center | $170,598 | $0 | $0 | $0 | $0 | $0 | $18,067 | $0 | $27,355 | $0 | $216,020 | $0 | $0 | $0 |
| Rae Nishi | ||||||||||||||
| Director of Education | $187,523 | $0 | $0 | $0 | $6,428 | $0 | $18,462 | $0 | $16,689 | $0 | $229,102 | $0 | $0 | $0 |
| Roger Hanlon | ||||||||||||||
| Director Marine Resource Center | $213,433 | $0 | $0 | $0 | $0 | $0 | $21,091 | $0 | $10,416 | $0 | $244,940 | $0 | $0 | $0 |
| Scott Koerner | ||||||||||||||
| Director Information Technology | $162,797 | $0 | $0 | $0 | $0 | $0 | $3,962 | $0 | $24,924 | $0 | $191,683 | $0 | $0 | $0 |
| Jerry Melillo | ||||||||||||||
| Distinguished Scientist | $231,047 | $0 | $0 | $0 | $0 | $0 | $23,396 | $0 | $26,135 | $0 | $280,578 | $0 | $0 | $0 |
| Marie Russell | ||||||||||||||
| Director of Facilities | $176,357 | $0 | $0 | $0 | $0 | $0 | $18,249 | $0 | $25,556 | $0 | $220,162 | $0 | $0 | $0 |
| Mitchell Sogin | ||||||||||||||
| Distinguished Scientist | $222,840 | $0 | $0 | $0 | $0 | $0 | $22,704 | $0 | $27,299 | $0 | $272,843 | $0 | $0 | $0 |
| David Fithian | ||||||||||||||
| Trustee | $0 | $579,641 | $0 | $54,500 | $0 | $4,325 | $0 | $21,200 | $0 | $16,195 | $0 | $675,861 | $0 | $0 |
| Eric Isaacs | ||||||||||||||
| Trustee | $0 | $698,294 | $0 | $30,000 | $0 | $10,311 | $0 | $21,200 | $0 | $108,638 | $0 | $868,443 | $0 | $0 |
| Darren Reisberg | ||||||||||||||
| Secretary of the Corporation | $0 | $309,737 | $0 | $32,213 | $0 | $867 | $0 | $21,200 | $0 | $11,474 | $0 | $375,491 | $0 | $0 |
| Robert Zimmer | ||||||||||||||
| Chair of the Board | $0 | $1,090,844 | $0 | $100,000 | $0 | $286,484 | $0 | $1,437,600 | $0 | $147,808 | $0 | $3,062,736 | $0 | $0 |
| Melina Hale | ||||||||||||||
| Interim Co Director of the MBL | $0 | $263,711 | $0 | $0 | $0 | $0 | $0 | $21,200 | $0 | $20,697 | $0 | $305,608 | $0 | $0 |
| Neil Shubin | ||||||||||||||
| Interim Co Director of the MBL | $0 | $633,049 | $0 | $0 | $0 | $82,690 | $0 | $21,200 | $0 | $31,699 | $0 | $768,638 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The spouse of the Director was asked to attend two events as a representative of the MBL. The MBL paid the travel expenses of $413. This expense was not included in the Director's 2016 W-2 in accordance with applicable tax law. The MBL provided housing to the Director between January and May 2016 while the MBL designated Director's house was being renovated. The market value of the rent for the house, grossed up for tax, in the amount of $18,428 was included in the 2016 W-2 of the Director. In June 2016 the Director moved into the renovated housing, as was required by his employment contract, so that he could conduct a variety of MBL business and activities at the home. The value of this housing was not included in his 2016 W-2 in accordance with applicable tax law. The MBL paid a membership initiation fee and annual dues to a local golf club for the Director, in the amount of $48,850 so that he could use the facilities for MBL business purposes. In 2016 the Director did not use the club and no amount of the initiation fee or membership were included in his W-2. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mass Development Finance Agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 57583RFL4 | CUSIPNum |
| Bond Issued | 2006-04-26 | BondIssuedDt |
| Issue Price | $34,000,000 | IssuePriceAmt |
| Purpose | Renovation of facilities and refinancing | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $6,789,183 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $34,500,092 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $134,301 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $689,554 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $18,825,538 | CapitalExpendituresAmt |
| Other Spent Proceeds | $14,985,000 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.0256 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0014 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0270 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.3 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | Yes (1) | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trans America | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 1.5 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | Yes (1) | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II, Line 3-04/26/2006 34,000,000 Mass Development Finance Agency | FormAndLineReferenceDesc |
| Explanation | The variance between the issue price of $34,000,000 and the total proceeds of issue of $34,500,092 is from earnings on the bond issue. | 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 | $2,326 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $68,430 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Equipment | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,802 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | Stock donations are typically received in the MBL's Morgan Stanley Smith Barney account and typically sold as soon as possible by Morgan Stanley Smith Barney. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | On July 1, 2013 the Laboratory entered into an affiliation agreement with the University of Chicago (the University) located in Chicago, Illinois. Under this affiliation the University became the sole member of the Laboratory. The University of Chicago as sole member has the right to exercise all powers conferred on members of non-profit corporations under Massachusetts General Laws Chapter 180, and also has certain reserved powers to approve or disapprove of certain fundamental decisions concerning the Corporation. |
| Form 990, Part VI, Section A, Line 7a | The University as sole member has the power to appoint and remove members of the Board Directors. |
| Form 990, Part VI, Section A, Line 7b | The University of Chicago as sole member has the power to take certain actions with respect to the MBL after prior consultation with the MBL's Board of Directors, and the power to approve or disapprove certain actions taken by the MBL. |
| Form 990, Part VI, Section B, Line 11b | Prior to filing the Form 990, members of the Executive Committee and Audit Committee of the Laboratory's Board of Trustees were given an opportunity to review portions of the Form 990 relevant to the areas of oversight of those trustees to allow them to review the form, provide comments, and ask any questions. Information about accessing the website was distributed in advance to all trustees. The draft form remained available on the website for approximately one week, after which online access ended to allow the Laboratory time to finalize the Form 990 and Form 990T for filing with the IRS. |
| Form 990, Part VI, Section B, Line 12c | All Trustees, Officers, Faculty, Senior Administrators, and other employees of the laboratory are subject to conflict of interest policies that among other things, define material financial disclosure of information, and specify procedures to be followed in managing these conflicts. The Laboratory's Conflict of Interest Policies (COI) for Trustees and Officers, requires disclosure whenever a Trustee or a related party engages in an activity that could be considered a conflict of interest. Trustees are reminded that questions regarding the conflict of interest policy may be raised informally and confidentially at any time with the Chair of the Board of Trustees, the Chair of the Nominating and the Governance Committee, or the University of Chicago's Vice President and General Counsel. All trustees must annually disclose actual and potential conflicts of interest by completing a confidential Conflict of Interest Disclosure Statement (COI) and acknowledgement, and these disclosures must be updated as new information becomes available that could affect the Trustee's stated interests. The University of Chicago's Vice President and General Counsel, in consultation with the Nominating and Governance Committee and senior laboratory administration, will compile the disclosures into a confidential database and prepare for each Trustee a written acknowledgement of the disclosure that identifies any pending Laboratory transactions that may be affected by the disclosure. The Chair of the Board of Trustees will also review all disclosed potential conflicts of interest before making Board committee assignments. Regardless of these efforts, Trustees must be alert to any and all potential conflicts. To the extent that a potential conflict has not been addressed, it should be brought to the immediate attention of the Chair of the Board, the Chair of the Nominating and Governance Committee or the University of Chicago's Vice President and General counsel. The Trustee should also abstain from participating in or voting on the matter. Actions in this regard will be reflected in any official meeting minutes. The Laboratory requires that employees (MBL staff members) complete a Conflict of interest (COI) statement annually. The statement is reviewed by the Human Resource Director and the Director, Division of Research. If it is felt there may be a conflict of interest on any of the statements it is brought to the attention of the MBL Compliance Committee for resolution. Any MBL staff member who is or is to be involved in a MBL business transaction in which a potential for conflict of interest may exist, is required to report such potential conflict to the Chief Operating Officer. The MBL shall take action to assure that the transaction, if it is to proceed, is on fair and reasonable terms and in the best interest of the Laboratory. Someone other than the individual with the conflict must initiate the resolution for action and make the necessary decisions and control the transaction(s). The individual with the conflict must recuse themselves from the decision-making process. |
| Form 990, Part VI, Section C, Line 19 | The conflict of interest policy is available on MBL's website. Financial statements are available upon request to the Director of Finance. |
| Form 990, Part XI, Line 9 | Add back the change in value of the interest rate swap of $2,006,986 and the change in value of the post retirement health plan of $625,283. Deduct the change in value of the annuities of $7,763. Deduct FY17 special event expense of $9,906 posted in FY16. Deduct FY17 special event revenue of $ $21,241 posted in FY16 for FY17 and deduct imputed income of $26,272. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line2USAddress/AddressLine2Txt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Chicago | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 362177139 | Education | IL | 501(c)(3) | 2 | N/A | 0 | ||||||||
| TR U A Marine Biological Laboratory | ||||||||||||||||||
| 7 MBL Street | Woods Hole | MA | 02543 | 136044672 | General support of the MBL | NY | 4947(a)(1) | NA | 0 | Trustees | ||||||||
| TR U A Marine Biological Lab Library | ||||||||||||||||||
| 7 MBL Street | Woods Hole | MA | 02543 | 136045011 | Support for the MBL Library | NY | 4947(a)(1) | NA | 0 | Trustees | ||||||||
| Arch Development Corporation | ||||||||||||||||||
| 5555 S Woodlawn | Chicago | IL | 60637 | 363485244 | Tech Transfer | IL | 501(c)(3) | 11-Type II | 0 | University of Chicago | ||||||||
| Asian Health Coalition | ||||||||||||||||||
| 180 W Washington Street | Chicago | IL | 60602 | 311607193 | Healthcare accessibility | IL | 501(c)(3) | 7 | 0 | University of Chicago | Suite 1000 | |||||||
| Chapin Hall Center for Children | ||||||||||||||||||
| 1313 E 60th Street | Chicago | IL | 60637 | 362167012 | Policy Research | IL | 501(c)(3) | 7 | N/A | 0 | ||||||||
| Chicago Tumor Institute | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 237136019 | Supp Research | IL | 501(c)(3) | 11 | 0 | University of Chicago | ||||||||
| Court Theatre Fund | ||||||||||||||||||
| 5535 S Ellis Avenue | Chicago | IL | 60637 | 363203660 | Arts Support | IL | 501(c)(3) | 11-TYPE I | 0 | University of Chicago | ||||||||
| Fermi Research Alliance LLC | ||||||||||||||||||
| PO Box 500 | Batavia | IL | 60510 | 571239010 | Manage Lab | IL | 501(c)(3) | 7 | 0 | University of Chicago | ||||||||
| Hymen Milgrom Supporting Organization | ||||||||||||||||||
| 33 N Lasalle Street | Chicago | IL | 60602 | 466789522 | Education Research | VA | 501(c)(3) | 3 | N/A | 0 | STE 2131 | |||||||
| Lake Park Associates | ||||||||||||||||||
| 5801 Ellis Avenue | Chicago | IL | 60637 | 366111317 | Prop Holding | IL | 501(c)(2) | 0 | University of Chicago | |||||||||
| National Opinion Research Center | ||||||||||||||||||
| 55 E Monroe Street | Chicago | IL | 60603 | 362167808 | Surveys | IL | 501(c)(3) | 7 | 0 | University of Chicago | 20th Floor | |||||||
| Phoenix Overlay Fund LTD | ||||||||||||||||||
| c/o 401 N Michigan Avenue | Chicago | IL | 60611 | Investing | NA | 0 | University of Chicago | CJ | ||||||||||
| Southeast Chicago Commission | ||||||||||||||||||
| 1511 East 53rd Street | Chicago | IL | 60615 | 362226282 | Community Services | IL | 501(c)(3) | 7 | 0 | University of Chicago | ||||||||
| The John Crerar Foundation | ||||||||||||||||||
| 5730 S Ellis Avenue | Chicao | IL | 60637 | 363155157 | Library Support | IL | 501(c)(3) | 11- TYPE I | 0 | University of Chicago | ||||||||
| The Quadrangle Club | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 361655190 | Social Club | IL | 501(c)(7) | 0 | University of Chicago | |||||||||
| The University of Chicago Cloisters Club | ||||||||||||||||||
| 1212 E 59th Street | Chicago | IL | 60637 | Social Club | IL | 501(c)(7) | 0 | University of Chicago | ||||||||||
| The University of Chicago FDN in Hong Kong LTD | ||||||||||||||||||
| Fundraising | NA | 0 | University of Chicago | HK | 16 Harcourt Road | Room 1005 | Admirality | HK | ||||||||||
| UChicago Research Bangladesh LTD | ||||||||||||||||||
| Research | NA | 0 | UC Research International | BG | House No 388 | Road 24 1212 | Mohakhali | BG | Dhaka | |||||||||
| UChicago Research International LTD | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 262741573 | Research | IL | 501(c)(3) | 11-TYPE I | 0 | University of Chicago | ||||||||
| University of Chicago Booth School of Business LTD | ||||||||||||||||||
| Education | NA | 0 | University of Chicago | UK | 25 Basinghall Street | EC2V 5HA | London | UK | ||||||||||
| University of Chicago Booth School of Business LTD | ||||||||||||||||||
| Education | NA | 0 | University of Chicago | SN | 101 Penang Road | Dhoby Ghaut | SN | |||||||||||
| University of Chicago Cancer Research FDN | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 366056201 | Supp Research | IL | 501(c)(3) | 11-TYPE I | 0 | University of Chicago | ||||||||
| University of Chicago Center in Paris | ||||||||||||||||||
| Education | NA | NA | 0 | University of Chicago | FR | 6 Rue Thomas Mann 75013 | Paris | FR | ||||||||||
| University of Chicago Charter School Corp | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 364225812 | Education | IL | 501(c)(3) | 2 | 0 | University of Chicago | ||||||||
| University of Chicago Medical Center | ||||||||||||||||||
| 5481 S Maryland Avenue | Chicago | IL | 60637 | 363488183 | Medical Care | IL | 501(c)(3) | 3 | 0 | University of Chicago | ||||||||
| University of Chicago Property Holding Corp | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 366108743 | Property Holding | IL | 501(C)(2) | 0 | University of Chicago | |||||||||
| University of Chicago Retiree Medical Trust | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 363999692 | Medical | IL | 501(c)(3) | 2 | 0 | University of Chicago | ||||||||
| University of Chicago Self Insurance Trust | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 363020034 | Malpractice trust | IL | 501(c)(3) | 2 | 0 | University of Chicago | ||||||||
| University of Chicago Trust India | ||||||||||||||||||
| Fundraising | NA | 0 | University of Chicago | IN | GB 10-12 Rest House Crescent | Bangalore | IN | |||||||||||
| UCMC Community Health and Hospital Division Inc | ||||||||||||||||||
| 208 South Lasalle Street | Chicago | IL | 60604 | 363181170 | Promote and support the health of the community | IL | 501(c)(3) | University of Chicago Medical Center | Suite 814 | |||||||||
| UChicago Research Bangladesh LLC | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | Research | IL | 501(c)(3) | N/A | |||||||||||
| Harper Court LLC | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | Manage property | IL | University of Chicago | ||||||||||||
| Maroon Investments LLC | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | Holding Company | DE | 0 | University of Chicago | |||||||||||
| Theory and Computing Science Building Trust | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 516596577 | Research Building | IL | University of Chicago | |||||||||||
| UChicago Argonne LLC | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 680628477 | Manage Lab | IL | University of Chicago | |||||||||||
| UChicago Impact LLC | ||||||||||||||||||
| 5801 S Ellils Avenue | Chicago | IL | 60637 | 611682394 | Education Consulting | IL | University of Chicago | |||||||||||
| UChicago Trading | ||||||||||||||||||
| 5801 S Ellis Avenue | Chicago | IL | 60637 | 300517735 | Investing | University of Chicago | CJ | |||||||||||
| University of Chicago Foundation Limited (UK) | ||||||||||||||||||
| 980525557 | Fundraising | University of Chicago | UK | 5th Floor Alder Castle | 10 Noble | London | UK | |||||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| UChicago Center in India Private Limited | |||||||
| 2/11 B Jangpura A | New Delhi | IN | Consulting | IN | N/A | C | |
| UChicago (Beijing) Consulting Co LTD | |||||||
| Unit 1-10 Culture Place | Beijing | CH | Consulting | CH | N/A | C | Remmin University |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II | FormAndLineReferenceDesc |
| Explanation | For purposes of completeness, the entities listed below are disregarded entities of the University of Chicago Medical Center, a related entity: UCMC Community Physicians LLC, 5841 S Maryland Ave., Chicago, IL 60637, EIN:38-3865637, Primary Activity: Physician Services, Legal Domicile: Illinois. University of Chicago Medicine Care Network LLC, 5841 S. Maryland Ave., Chicago, IL 60637, EIN:47-222269, Primary Activity: Healthcare, Legal Domicile: Illinois. Also note: The University of Chicago Medical Center is a less than 50% member in a joint venture with UCMC/SCH Oncology JV LLC, a disregarded entity of the University of Chicago Medical Center, is the sole member of the following related entities: UCM Care Network Medical Group Inc., 5841 S Maryland Ave., Chicago, IL 60637, EIN 47-4221241, Primary Activity: Healthcare, Legal Domicile: Illinois. University of Chicago Medicine Care Network Affiliated Physicians LLC, 5841 S Maryland Ave., Chicago, IL 60637, EIN: 47-42339818, Primary Activity: Healathcare, Legal Domicile:Illinois. | ExplanationTxt |