2017-03-21T12:51:53-07:00 2016-06-30 990 2015-07-01 042103916 MUSEUM OF SCIENCE MUSE 6177232500 1 Science Park Boston MA 021141099 John Slakey CFO/Treasurer 6175890114 2017-03-21 2015 2021-01-29 14:40:06Z Ioannis N Miaoulis 1 Science Park Boston MA 021141099 80262345 0 X www.mos.org X 1831 MA The Museum's mission is to play a leading role in transforming the nation's relationship with science and technology. This role becomes ever more important as science and technology shape and reshape our lives and world. 50 49 802 501 503901 103663 33409804 21661089 21988797 26726652 5859586 -2684409 9172993 10265056 70431180 55968388 5121797 3751586 0 0 28279910 28664675 179042 53900 5749050 27018149 28232088 60598898 60702249 9832282 -4733861 242364177 232405473 20296261 19353877 222067916 213051596 The Museum's mission is to play a leading role in transforming the nation's relationship with science and technology. This role becomes ever more important as science and technology shape and reshape our lives and world, and it means we: --Promote active citizenship informed by the world of science and technology; --Inspire lifelong appreciation of the importance and impact of (continued on Schedule O) 0 0 17279025 1577228 1129491 EXHIBITS include over 900 standing exhibits, housed in 132,000 sq ft of gallery and related space, providing hands-on experiences in all areas of science and technology, and their social impact. The Museum creates permanent and travelling exhibits both on its own and in collaboration with universities, other museums, and scientific organizations, and is a lead institution in the National Informal STEM Education Network (NISENet), a network of approximately 550 institutions creating and sharing exhibits and programs relating to the science and engineering of the very small. Traveling exhibits hosted by the Museum this year included: Macro or Micro?, The Science Behind Pixar, Animals: Machines in Motion, What I Eat, Treasured Lands: The US National Parks in Focus, Frogs: A Chorus of Colors 12367294 778746 13709899 PUBLIC PROGRAMS include exhibit interpretation, lecture series, live animal demonstrations (the Museum is accredited by the Association of Zoos and Aquariums), physical science demonstrations, lightning shows in the Thomson Theater of Electricity, special events, demonstrations and podcasts relating to topics of current science and technology, hands-on Design Challenges and a walk-through Butterfly Garden. The Museum's community outreach programs provide access to these and other programs to underrepresented audiences, and the Museum's Traveling Programs' 6 vans bring programming out to schools, libraries, and community centers across New England. (1,264,500 onsite visitors and 101,000 offsite participants served.) 9794107 1054062 6215564 EDUCATION PROGRAMS include summer courses for children, overnight programs, an Educator Resource Center, and field trip programs for school groups. The Museum is the flagship site of the Computer Clubhouse network, an international community of 100 Clubhouses in 20 countries which provide a creative and safe out-of-school environment for young people in underserved communities to work with adult mentors to explore their own ideas, develop new skills, and build confidence in themselves through the use of technology. The Museum is also the home of the National Center for Technological Literacy (NCTL), which works with education, government, and industry to integrate engineering in schools and museums nationwide. The NCTL has developed standards-based K-12 curriculum materials and provides professional development programs in math and engineering, as well as online teacher resources. (180,700 visitors and participants, not including thousands of children using NCTL curricula worldwide) 6775524 221280 4490177 THEATERS include the Charles Hayden Planetarium offering lectures and demonstrations of astronomical phenomena, current discoveries and historical topics. The Mugar Omni Theater is a domed IMAX theater offers 70mm format films. A 4-D theater offers short 3-D films on a range of science and nature topics augmented by sensory effects such as wind, mist, and smell. Planetarium shows this year included: Big Bird's Adventure, Explore Pluto, Explore the Universe, Inside NASA Engineering, Magic Treehouse, Moons: Worlds of Mystery, Wonders of the Night Sky IMAX films included: Airplanes: A World in Flight, Dinosaurs Alive!, Dolphins, Humpback Whales, National Parks Adventure, Wild Africa (630,900 theater visitors served) 2481209 120270 10820088 Services provided primarily for the benefit of our members include our parking facility, membership office, and gift shop. (53,031 member households) 9256733 341550 15310265 48697159 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 173 0 1 802 1 1 1 0 0 0 0 1 1 0 0 0 0 X 50 49 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT FL MA NH NY X John T Slakey 6175890144 1 Science Park Boston MA 021141099 Gwill E York Chairman 1 0 X X 0 0 0 Deborah Dunsire Vice-Chair 1 0 X X 0 0 0 Joshua Boger Vice-Chair 1 0 X X 0 0 0 Paul Egerman Vice-Chair 1 0 X X 0 0 0 Michael G Thonis Vice-Chair (Left) 1 0 X X 0 0 0 William R O'Reilly Jr Corporation Counsel 1 0 X 0 0 0 Christine P Bellon Chair, Overseers 1 0 X 0 0 0 Alison Nolan Chair, Innovators 1 0 X 0 0 0 Barbara Ewels Pres., Vol. Svc. Lge 1 0 X 0 0 0 Gerald Kohn Pres., Vol. Svc. Lge (Left) 1 0 X 0 0 0 Alexis Borisy Trustee 1 0 X 0 0 0 Carol Ann Kania Trustee 1 0 X 0 0 0 Donald M Kaplan Trustee 1 0 X 0 0 0 Elizabeth G Riley Trustee 1 0 X 0 0 0 Elizabeth Moore Trustee 1 0 X 0 0 0 Gary R Gregg Trustee 1 0 X 0 0 0 George Scangos Trustee 1 0 X 0 0 0 Gretchen S Fish Trustee 1 0 X 0 0 0 Hal R Tovin Trustee 1 0 X 0 0 0 Helen Greiner Trustee 1 0 X 0 0 0 Henri A Termeer Trustee 1 0 X 0 0 0 Howard H Stevenson Trustee 1 0 X 0 0 0 Howard Messing Trustee 1 0 X 0 0 0 Jaishree Deshpande Trustee 1 0 X 0 0 0 Jeffrey R Beir Trustee 1 0 X 0 0 0 Johan Pontin Trustee 1 0 X 0 0 0 Joy Lucas Trustee 1 0 X 0 0 0 Kurt Melden Trustee 1 0 X 0 0 0 Laura Barker Morse Trustee 1 0 X 0 0 0 Lawrence A Siff Trustee 1 0 X 0 0 0 Leslie E Greis Trustee 1 0 X 0 0 0 Malcolm L Sherman Trustee 1 0 X 0 0 0 Maria L Kussmaul Trustee 1 0 X 0 0 0 Michael Bronner Trustee 1 0 X 0 0 0 Nancy E Dempze Trustee 1 0 X 0 0 0 Patricia M Lassiter Trustee 1 0 X 0 0 0 Ranch C Kimball Trustee 1 0 X 0 0 0 Richard A Carpenter Trustee 1 0 X 0 0 0 Richard A DiPerna Trustee 1 0 X 0 0 0 Richard I Anders Trustee 1 0 X 0 0 0 Richard M Burnes Jr Trustee 1 0 X 0 0 0 Stacy L Cowan Trustee 1 0 X 0 0 0 Stephen E Coit Trustee 1 0 X 0 0 0 Steven Haley Trustee 1 0 X 0 0 0 Susan E Whitehead Trustee 1 0 X 0 0 0 Susan Windham-Bannister Trustee 1 0 X 0 0 0 Thomas J Pincince Trustee 1 0 X 0 0 0 Wayne M Kennard Trustee 1 0 X 0 0 0 Wendy W Kistler Trustee 1 0 X 0 0 0 William H Swanson Trustee 1 0 X 0 0 0 Yet-Ming Chiang Trustee 1 0 X 0 0 0 Eugene E Record Jr Trustee (Left) 1 0 X 0 0 0 Gary T DiCamillo Trustee (Left) 1 0 X 0 0 0 Kenneth D Legg Trustee (Left) 1 0 X 0 0 0 Ioannis N Miaoulis President and Director 40 0 X X 524376 0 40466 Wayne Bouchard COO/Asst. Sec'y 40 0 X 309411 0 29082 John T Slakey VP Fin/CFO/Treasurer 40 0 X 196069 0 33978 Lawrence Bell Sr. VP, Strategic Init. 40 0 X 219729 0 21681 Paul M Fontaine Sr. VP Education 40 0 X 215147 0 2745 Jonathan R Burke VP Vis. Exper. & Ops 40 0 X 204655 0 30015 E James Kraus Exec. Dir. of Development 40 0 X 273892 0 21725 Nancy Sandman Dir Corp/Fdn/Govt Supp 40 0 X 186848 0 19312 Christine Cunningham VP Research/Elem Sch Curr 40 0 X 199373 0 9954 Cynthia G Mackey VP Marketing (Left) 40 0 X 169046 0 9157 Yvonne Spicer VP Advocacy/Ed Partnrshps 40 0 X 157687 0 17907 Joan Hadly Sr. VP, Advancement (Left) 40 0 X 180989 0 18281 2837222 0 254303 33 1 1 0 DC Beane & Associates 27 Wormwood St No 150 Boston MA 02210 Construction 1509357 DTZ 77 West Wacker Drive 18th Floor Chicago IL 60601 Custodial 1076889 Ravenswood Studio Inc 6900 N Central Park Ave Lincolnwood IL 60712 Exhibit Fabrication 785593 Cambridge Seven Associates Inc 1050 Mass Ave Cambridge MA 02139 Architectural 706719 Made Media Inc 185 Van Dyke Street New York NY 11231 Web Programming 286018 16 0 2082066 780467 0 5417889 13380667 2600206 21661089 Admissions 712110 15747453 15747453 0 0 Parking 812930 2764782 0 0 2764782 Educational program income 611699 2141415 2141415 0 0 Exhibit rental fees 712110 270236 270236 0 0 Membership benefits 712110 5628210 5628210 0 0 174556 174556 0 0 26726652 1497759 0 -138373 1636132 0 0 0 0 239543 239543 0 0 1892300 0 0 0 1892300 0 1892300 0 0 1892300 15277478 0 14401642 5058004 875836 -5058004 -4182168 0 66911 -4249079 94464 780467 349106 -254642 0 -254642 0 0 0 0 0 0 8526331 4485205 4041126 4041126 0 0 Sponsorship 900099 764763 0 0 764763 Concession fees 453220 1033981 0 0 1033981 Acnillary services 531120 1865462 0 575363 1290099 682523 0 0 682523 4346729 55968388 28242539 503901 5560859 3242591 3242591 500995 500995 8000 8000 0 0 2244948 940600 808497 495851 0 0 0 0 21432362 17055417 1686378 2690567 1032344 817561 85978 128805 2242580 1777893 186971 277716 1712441 1356162 142620 213659 0 0 0 0 195321 0 195321 0 116550 0 116550 0 154384 93532 250 60602 53900 53900 744027 0 744027 0 4089945 3270348 452152 367445 3049311 3011532 23971 13808 2690807 2282796 157720 250291 639772 417639 138925 83208 308320 305340 0 2980 2406956 2175345 176139 55472 1179368 991799 149579 37990 0 0 0 0 103297 85436 5049 12812 237451 0 237451 0 0 0 0 0 8487725 8128271 202130 157324 467525 16602 450819 104 Film and exhibit rental 929895 929895 0 0 Catering 608462 387545 82998 137919 Credit card handling fees 614070 599690 9 14371 Taxes 365778 353596 12182 0 843124 -51426 200324 694226 60702249 48697159 6256040 5749050 23138972 17006241 0 0 20135390 13498354 1696257 2951953 0 0 0 0 0 0 0 0 1068520 1495265 160320797 86711163 68378941 73609634 29052207 24124082 97942618 98726702 0 0 0 0 951272 993242 242364177 232405473 5240492 5556820 0 0 5855999 5136803 0 0 0 0 0 0 4598022 4239594 0 0 4601748 4420660 20296261 19353877 X 78985693 84776375 96602145 81715169 46480078 46560052 222067916 213051596 242364177 232405473 X -4733861 -3985455 0 0 0 -297004 X 0 1 X 1 1 1 X 25102854 36795297 25745624 33409804 21661089 142714668 0 0 0 0 0 0 0 0 0 0 25102854 36795297 25745624 33409804 21661089 142714668 15124505 127590163 2171304 2310403 3200043 3219485 3767975 14669210 62246 89690 103445 103203 103663 462247 585333 644917 703047 838112 776987 3548396 161394521 155530448 0.79055 0.78483 X Schedule A, Part II, Line 10 "Other income" includes shipping charges, gross receipts from fundraising events, souvenir vending machine commissions, locker rental, insurance coverage of losses, and other miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 193175 193175 48603627 48796802 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 182272 178802 185189 193175 739438 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 0 0 X X 0 109307500 2509410 -1499711 86339 4600280 744027 104886553 110086591 3488821 1280948 86525 4616888 845447 109307500 96410132 2899934 16216292 97966 4515637 826164 110086591 90503649 1660634 9730487 95648 4597352 791638 96410132 94883173 1826498 -1045051 111766 4424213 624992 90503649 0.096 0.379 0.525 0 0 0 114102 114102 0 85522772 51075909 34446863 0 0 0 0 0 32440585 14538512 17902073 0 42243338 21096742 21146596 73609634 0 F 15529810 F Commingled trust funds 18108884 F Equity hedge funds 15860303 F Hedge fund of funds 20092692 F Other alternative investments 13945037 F Split interests and other 15189976 F 98726702 Accrued interest receivable 155540 Assets of 457 plans 576334 Intangible capital assets 225058 LT receivable fr lessee for capital improvements 36310 993242 0 Employer share of FICA 40749 Refunds due 10494 Miscellaneous suspense 26788 Liabilities assoc w/split interest agreements 1337109 LT lia assoc w/capital improvements by lessee 1589833 Asset retirement obligation (ASC 410) 1413692 Other LT liabilities 1995 4420660 X 64112706 -3985455 2776344 0 205141 -1003970 65116676 744027 -9892315 -9148288 55968388 72629338 2776344 0 0 9894772 12671116 59958222 744027 0 744027 60702249 Schedule D, Part III, Line 1 Collections footnote: The Museum's collections consist of approximately 30,000 artifacts used primarily for educational activities, encompassing interpretations, discovery spaces, exhibits, lectures, classes, demonstrations, reference services, or other programs. The Museum also has a historical and archival collection that documents the history of the institution. The composition of the Museum's collections by artifact type is as follows: Natural Sciences: 20,000 items, Cultural/Physical Science: 5,000 items, Artwork: 2,000 items, Institutional History: 3,000 items, Archives: 1,100 linear feet. The Museum's Collections Management Policy stipulates that the Museum will only acquire objects useful in fulfilling the educational purpose stated in its mission. The Museum accepts only those objects that can be immediately put on display in an exhibit, used in educational programs, or used in future programming. Items may be de-accessioned from the collections if they are determined to be no longer useful or relevant in assisting the Museum in fulfilling its mission. Consistent with the American Association of Museums' Code of Ethics, Museum policy specifies that proceeds from the de-accessioning of an item may only be used for the conservation or acquisition of other collections items. In accordance with current practice generally followed by museums, collections are not recorded as assets in the accompanying financial statements. Purchased additions to the collections are recorded as expenses at the time acquired. Although artifacts from the collections may from time to time be incorporated into exhibits, the Museum's exhibits themselves are not considered part of its collections and may be capitalized under the Museum's property, plant, and equipment policies. However, artifacts and artworks with a value of $250,000 or greater acquired specifically for incorporation into an exhibit and capitalized as part of that exhibit may be formally accessioned into the Museum's collections in order to be afforded the protections of the Museum's Collections Management Policy. Schedule D, Part III, Line 4 The Museum's collections are used primarily for educational activities, encompassing interpretations, discovery spaces, exhibits, lectures, classes, demonstrations, reference service, or other programs. The Museum also has a historical and archival collection that documents the important and rich history of the institution. The Collections Department provides professional stewardship for artifacts that are temporarily in the custody of the Museum through loans and/or temporary exhibitions. Collections consist of: Natural Sciences - 20,000 items; Cultural/Physical Science - 5,000 items; Artwork - 2,000 items; Institutional History - 3,000 items; Archives - 1,100 linear feet. Live animals include: Butterfly Garden - approximately 300 butterflies representing 50 species, Other spaces - 120 either individual animals or colonies of live animals throughout the Museum presenting 50 species. Fifty of these are on exhibit and the rest live in the Live Animal Care Center. Schedule D, Part V, Line 4 The Museum's endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments ("quasi-endowments"). The endowment consists of 114 individual donor restricted endowment funds and 29 quasi-endowment funds used for a variety of purposes. The relative uses of the endowment (as measured by fair value) include: Unrestricted/general operations - 26%, Exhibit construction and maintenance - 29%, Program support - 19%, Mixed use (primarily exhibits and programs jointly) - 17%, Other (including Library, Access, and Internships) - 9% Schedule D, Part X, Line 2 The Museum's footnote disclosure with respect to FIN 48 is as follows: The Museum is exempt from income taxation on activities related to its charitable purposes under the provisions of Section 501(c)(3) of the Internal Revenue Code and is qualified to receive tax-deductible gifts and bequests under the U.S. tax code. The Museum is subject to tax on income from any business it conducts which is unrelated to its charitable purposes. The Museum's unrelated business income tax is limited and no tax provision has been made in the accompanying financial statements. The Museum accounts for the effect of any uncertain tax positions on the basis of whether it is more likely than not that positions taken, or expected to be taken, in a tax return will be sustained upon examination by the relevant taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated liability for all uncertain tax positions. The Museum considers its status as a tax-exempt entity and the determination of income as related or unrelated to its exempt purpose to be its only significant income tax positions, and has determined that such positions do not result in an uncertainty requiring recognition. The Museum is not currently under income tax examination by any jurisdiction. The Museum's Federal and state tax returns are generally open for examination for three years following the date filed. The Museum's fulfillment contractor for its curriculum products is currently under audit by the State of California with respect to the application of sales tax on the sale of those products. The Museum has recognized a liability of $70,000 in accounts payable and accrued liabilities as a reserve against a potential finding. Schedule D, Part XI, Line 2d Amortization of liability: 205,140; rounding variances: 1. Schedule D, Part XI, Line 4b Loss on disposal of capital assets: -5,058,004; fundraising expenses: -349,106; Cost of goods sold: -4,485,205. Schedule D, Part XII, Line 2d Capitalized financing fees: 2,417; fundraising expenses: 349,106; cost of goods sold: 4,485,205; loss on disposal of capital assets: 5,058,004; rounding variances: 40. 1 Middle East and North Africa 0 0 Grantmaking 7500 South America 0 0 Grantmaking 2500 South Asia 0 0 Grantmaking 500 Sub-Saharan Africa 0 0 Grantmaking -2500 East Asia and the Pacific 0 0 Program Services Travel to confs & peer institutions 19241 Europe (including Iceland and Greenland) 0 0 Program Services Travel to confs & peer institutions 78009 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Travel to confs & peer institutions 42378 South America 0 0 Program Services Travel to confs & peer institutions 2165 Sub-Saharan Africa 0 0 Program Services Travel to confs & peer institutions 6328 Central America and the Caribbean 0 0 Investments 15439629 Europe (including Iceland and Greenland) 0 0 Investments 12485000 0 0 28080750 Scholarships Middle East and North Africa 2 7500 Wire transfer Scholarships South America 1 2500 Wire transfer Scholarships South Asia 1 500 Wire transfer 1 0 1 1 1 0 Schedule F, Part I, Line 2 The Museum of Science is the flagship site for the Computer Clubhouse Network, which includes sites both within and outside the US. The Museum's primary role is to advise and to coordinate communication and cooperation between sites, but each site is an independent entity. The Museum will occasionally provide pass-through funding from Intel to help in establishment and upgrade Clubhouse sites, and also provides travel support for representatives from sites to attend the network Annual Meeting and the biennial Teen Summit, an event that includes opportunities for Clubhouse youth to express themselves using graphic design, video animation, digital art, music, radio, documentary film-making, and 3-D modeling. The Museum's other major grant-making role in the Network is to pass through Intel funding for Clubhouse to College scholarships. Scholarships are awarded through an application process which includes review by staff of the Clubhouse Network, a representative from MIT, a representative from Intel, and a Museum staff person not directly associated with the Clubhouse program, and has also included mentors and staff from around the Network. Scholarships are paid to the Clubhouse site or to the school attended, not to the individual student. For all types of funding, recipient sites are required to provide narrative and financial reporting to the Museum to ensure proper use of funds. Sites that have demonstrated an inability to perform adequate administration of grant funds are not eligible for future funding, although they may continue to participate in the network in other ways. All sites are required to be legally recognized as charities in their home jurisdictions as a condition of network membership. Schedule F, Part I, Line 3 GRANT-MAKING: Grant-making expenditures outside the United States are directly accounted for on the Museum's financial statements as program expenditures not distinguished in any way from similar grants made to recipients within the United States. PROGRAM SERVICES: TRAVEL TO CONFERENCES & PEER INSTITUTIONS (Staff professional development and program dissemination): As the Museum expands its programming internationally, staff are increasingly called upon to travel to meetings and conferences in other countries, and to visit peer institutions to review programs and exhibits which may potentially inform the Museum's own offerings. Staff also introduce other institutions to programs and materials the Museum has developed. Costs associated with such travel are accounted for under the same accountable plan as the Museum's domestic travel. X X X X X X X 1 The Wayland Group Inc 323 Boston Post Road 3C Sudbury MA 01776 Consulting / fundraising counsel 0 0 6047 -6047 Pentera Inc 8650 Commerce Park Pl Ste G Indianapolis IN 46268 Consulting 0 0 5000 -5000 ArtsMarketing 260 King Street East 500 Toronto Ontario CA M54 4L5 Telemarketing 0 97132 36787 60345 97132 47834 49298 CT FL MA NH NY Stars of STEM Gala 533572 472032 61540 0 0 0 67452 1201 165521 Mtn climb challenge 148259 136289 11970 0 0 0 6712 0 17874 3 193100 172146 20954 0 0 0 35209 2000 53137 874931 780467 94464 0 0 0 109373 3201 236532 349106 -254642 Schedule G, Part I, Line 2b The Museum's use of external fundraisers may, in any given year, consist of a) general fundraising counsel, whose work is generally too integrated into the Museum's overall Advancement function to have "gross receipts" amounts specifically assigned; b) direct-mail companies, whose work ranges from simple large-scale mailing of materials developed and produced by the Museum itself to a more direct involvement in the design and creation of the solicitation materials; and c) telemarketers. In cases such as direct mail where costs other than the fundraising services are incurred (such as postage, printing, etc.), the company's invoicing is in sufficient detail to allow the Museum to track and code those expenses separately from the amounts reported as "professional fundraising fees" on From 990, Part IX, Line 11e. For the companies listed in Schedule G, those additional expenses totaled $8,645. All agreements with outside fundraisers provide for invoicing of the Museum based on solicitations made, rather than withholding of amounts from funds raised. No outside fundraiser has custody of any funds raised. 1 Maryland Science Center 601 Light Street Baltimore MD 21230 520668166 501(c)(3) 30582 0 n/a n/a Fed'l subaward: Creating Communities of Learners Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501(c)(3) 20108 0 n/a n/a Fed'l subaward: Creating Communities of Learners Johns Hopkins University 1101 E 33rd St Baltimore MD 21211 520595110 501(c)(3) 6233 0 n/a n/a Fed'l subaward: Creating Communities of Learners Towson University 8000 York Rd Towson MD 21252 520939453 State of MD 20468 0 n/a n/a Fed'l subaward: Exploring the Efficacy of Elementary Engineering AAAS 1200 New York Ave NW Washington DC 20005 530196568 501(c)(3) 99246 0 n/a n/a Fed'l subaward: Multi-site Public Engagement with Science Rockman Et Al Inc 595 Market St Ste 2570 San Francisco CA 941052802 943400371 39546 0 n/a n/a Fed'l subaward: Multi-site Public Engagement with Science The Regents of Univ of CA Berkeley 171 University Hall Spc 1104 Berkeley CA 94720 946002123 State of CA 104563 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Museum of Life and Science 433 W Murray Ave Durham NC 27704 560938434 501(c)(3) 67649 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education The Franklin Institute Science Museum 222 North 20th Street Philadelphia PA 19103 231370501 501(c)(3) 31701 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Childrens Museum of Houston 1500 Binz St Houston TX 77004 742178563 501(c)(3) 23542 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education SRI International 333 Ravenswood Ave Menlo Park CA 940253493 941160950 501(c)(3) 14830 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Exploratorium 3601 Lyon St San Francisco CA 94123 941696494 501(c)(3) 14085 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education New York Hall Of Science 47-01 111th St Corona NY 11368 112104059 501(c)(3) 6480 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Northeastern University 360 Huntington Ave Boston MA 02115 041679980 501(c)(3) 8207 0 n/a n/a Fed'l subaward: Science Center Public Forums Science Museum of Minnesota 120 W Kellogg Blvd St Paul MN 55102 410706172 501(c)(3) 1383383 0 n/a n/a Fed'l subawards: Nanoscale Informal Sci Ed, Multi-site Public Engagement, Vis. Experience Oregon Museum of Science and Industry 1945 SE Water Ave Portland OR 97214 930402877 501(c)(3) 130744 0 n/a n/a Fed'l subawards: Nanoscale Informal Science Education and Communities of Learners University of Wisconsin 1220 Linden Dr Madison WI 53706 396028867 State of WI 43727 0 n/a n/a Fed'l subawards: Nanoscale Informal Science Education and Communities of Learners Sciencenter 601 First St Ithaca NY 14850 222470652 501(c)(3) 168740 0 n/a n/a Fed'l subawards: Nanoscale Informal Science Education and Multi-site Public Engagement Association of Science-Technology Centers 1025 Vermont Ave NW 500 Washington DC 20005 521926756 501(c)(3) 6811 0 n/a n/a Fed'l subawards: Nanoscale Informal Science Education and Visitor Experience Studies Center of Science and Industry 333 West Broad St Columbus OH 43215 314383802 501(c)(3) 6818 0 n/a n/a Fed'l subawards: Visitor Experience Studies The Friends of the Hennepin County Library 300 Nicollet Mall N-290 Minneapolis MN 55401 363579536 501(c)(3) 54000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Boys & Girls Club Of Hudson County 1 Canal St Jersey City NJ 07302 221918943 501(c)(3) 50000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion ListoAmerica Inc 1800 E McFadden Ave Ste 200A Santa Ana CA 92705 264370987 501(c)(3) 50000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Gold Crown Foundation 7400 E Crestline Cir Ste 200 Greenwood Village CO 80111 742422126 501(c)(3) 50000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Boys & Girls Clubs of Bellevue 209 100th Ave NE Bellevue WA 98004 910776451 501(c)(3) 50000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Pascua Yaqui Tribe 7474 South Camino de Oeste Tucson AZ 857469308 860203228 Tribal Govt 50000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Boys & Girls Clubs of Greater Washington 4103 Benning Rd NE Washington DC 20019 526045753 501(c)(3) 50000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Northwest Community Programs Inc 18100 Meyers Rd Detroit MI 48235 382106390 501(c)(3) 50000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Alternatives in Action 3666 Grand Ave Oakland CA 94610 943210413 501(c)(3) 40000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion PF Bresee Foundation 184 Bimini Pl Los Angeles CA 90004 953797363 501(c)(3) 40000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Dallas Parks Foundation 9910 Royal Lane 1101 Dallas TX 75231 200012044 501(c)(3) 40000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Atlanta-Fulton Public Library System One Margaret Mitchell Sq NW Atlanta GA 30303 586001729 Fulton County GA 37291 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Little Black Pearl Art and Design Center 1060 East 47th St Chicago IL 60653 363994059 501(c)(3) 34000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Family Services Association 3014 Rivas St San Antonio TX 78228 741117341 501(c)(3) 34000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Frost Museum of Science 3280 S Miami Ave Miami FL 33133 590854960 501(c)(3) 34000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Boys & Girls Clubs Of Metro Denver 2017 W 9th Ave Denver CO 80204 840510404 501(c)(3) 10000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion 35 1 Admission fee waivers 17106 0 85289 Retail price Fee waiver Course fee waivers 34 0 18800 Retail price Fee waiver Overnight program fee waivers 578 0 28890 Retail price Fee waiver Memberships 16 0 2110 Retail price Fee waiver Teacher stipends 118 253624 0 College scholarships 20 43000 0 Prizes and awards 2 20000 Subawards under federal grants 1 49282 Schedule I, Part I, Line 2 CASH GRANTS: The Museum's cash awards fall into four categories. A) Subawards under grants - These are monies passed through to institutions who have applied for government and private grants jointly with the Museum. The Museum monitors the subawardees' use of funds in accordance with the regulations governing such grants and the adequacy of this monitoring is audited annually under the provisions of OMB Circular A-133. B) Prizes and awards - The Museum administers two annual awards for the recognition of scientific publication and communication. As these awards are honoraria, monitoring of their use is not applicable. C) Stipends - These are payments to participants in professional development workshops offered by the Museum, or in pilot testing of Museum products and programs. As these payments are simple flat stipends based on number of workshop days, or on pilot test milestones, monitoring of their use is not applicable. D) Computer Clubhouse Network support - The Museum makes payments both to and on behalf of member sites in the Computer Clubhouse Network, of which the Museum is the flagship site. The Museum's primary role is to advise and to coordinate communication and cooperation between sites, but each site is an independent entity. The Museum occasionally provides pass-through funding from outside funders to help establish and upgrade Clubhouse sites, and also provides travel support for representatives from sites to attend the network's Annual Meeting and the biennial Teen Summit. The Museum also passes through Intel funding for "Clubhouse to College" scholarships. Scholarships are awarded through an application process which includes review by staff of the Clubhouse Network, a representative from MIT, a representative from Intel, Museum staff people not directly associated with the Clubhouse program and has also included mentors and staff from around the Network. For travel stipends and other support of Clubhouse sites, the Museum requires both narrative and financial reporting to ensure funds are used appropriately. For scholarships paid on behalf of individual students from Clubhouse sites, checks are issued directly to the college being attended, rather than to the student, to ensure the use of the funds is for the purpose intended. NON-CASH GRANTS: The Museum also provides substantial non-cash "scholarships" for reduced-fee or no-fee participation in Museum programs for which a fee is usually charged. For these transactions, no funds are disbursed to the grantee; they are simply charged less, or not at all, for the program attended. Eligibility is determined in a number of ways, depending on the nature of the grantee. Schools are evaluated based on location in under-served neighborhoods or by percentage of free/reduced lunch program students. Community groups are evaluated on the basis of charitable status. Individual grantees are evaluated on the basis of income or residence in under-served areas. As the operation of these non-cash awards is entirely internal to the Museum, monitoring the use of the funds is also entirely internal and accomplished through the Museum's own accounting system. X X X X X X 1 0 0 0 0 0 0 0 0 Ioannis N Miaoulis President and Director 505258 0 0 0 19118 0 20197 0 20269 0 564842 0 0 0 Wayne Bouchard COO/Asst. Sec'y 290155 0 0 0 19256 0 20307 0 8775 0 338493 0 0 0 E James Kraus Exec. Dir. of Development 194348 0 44000 0 35543 0 18489 0 3237 0 295617 0 0 0 Lawrence Bell Sr. VP, Strategic Init. 205802 0 0 0 13927 0 15501 0 6180 0 241410 0 0 0 Jonathan R Burke VP Vis. Exper. & Ops 204375 0 0 0 280 0 11472 0 18543 0 234670 0 0 0 John T Slakey VP Fin/CFO/Treasurer 195295 0 0 0 774 0 14589 0 19389 0 230047 0 0 0 Paul M Fontaine Sr. VP Education 200001 0 0 0 15146 0 0 0 2745 0 217892 0 0 0 Christine Cunningham VP Research/Elem Sch Curr 199142 0 0 0 231 0 9954 0 0 0 209327 0 0 0 Nancy Sandman Dir Corp/Fdn/Govt Supp 173761 0 0 0 13086 0 10638 0 8673 0 206158 0 0 0 Joan Hadly Sr. VP, Advancement (Left) 113241 0 30000 0 37749 0 12637 0 5644 0 199271 0 0 0 Cynthia G Mackey VP Marketing (Left) 123052 0 0 0 45994 0 9157 0 0 0 178203 0 0 0 Yvonne Spicer VP Advocacy/Ed Partnrshps 157382 0 0 0 305 0 10602 0 7304 0 175593 0 0 0 Schedule J, Part I, Line 3 The Compensation Committee of the Museum's Board meets twice yearly, once in spring and once in the late summer or early fall. The first meeting is focused on establishing a recommendation to the Finance Committee that budgets for the upcoming fiscal year's museum-wide merit increase pool. The second meeting is focused on the review of the performance of Key Employees and other senior leadership staff for the prior year and to approve the recommendations of the President/Director for any salary increases. In addition, the Committee reviews the performance and compensation of the President/Director and recommends any adjustment to compensation if warranted. In order to do this in a fully knowledgeable manner, the Committee annually reviews information obtained by the Vice President of Human Resources though a variety of resources. These resources include an outside survey group used to benchmark each of the senior management positions including the President/Director against local non-profit organizations that are of a similar size. In addition, the Museum uses public resources such as Guidestar to access salaries of key people in Museums located in metropolitan areas. Finally, the Museum participates in and receives information from local and regional salary surveys of other Museums in New England. This process gives a clear picture of local, regional, and national salary levels for its senior management. The Compensation Committee reviews this information in addition to the history of compensation increases, overall performance of the individual and of the Museum prior to approving or making recommendations for compensation increases. Schedule J, Part I, Line 4 The Museum's VP of Marketing and External Relations left the Museum in September 2015 and received severance payments equal to her latest salary for a period of 7 months thereafter. X 28 747327 Market (hi/lo) X 1 1650000 Appraised value X Equipment 1 198895 List price X Educational supplies 1 3984 List price 1 0 1 0 Schedule M, Part I In all instances in this Schedule, figures in Column (b) represent number of contributions, even where a contribution may include multiple items. In addition to the donated property reported in this Schedule, the Museum benefits from the time contributed by over 500 volunteers. This year, these volunteers contributed 38,505 hours (19 FTEs), with an equivalent value of $634,704. Form 990, Part VI, Section A, Line 4 On 6/20/16, the Museum amended its bylaws to remove a restriction on any member of its Audit Committee from simultaneously serving on its Finance Committee. On 10/6/16, the Museum amended its bylaws to institute a Governance Committee, adding the following section to the article on committees: "Section 3(k) Governance Committee - In addition to ex officio members, the Governance Committee shall consist of the Chair of the Overseers, the Corporation Counsel, and Voting Trustees appointed annually by the Voting Trustees. In addition to such other rights and duties as are delegated to it by the Voting Trustees, the Governance Committee shall recommend to the Board of Trustees and the Chair of the Board such policies, procedures, and bylaws as shall provide, through the use of best practices for non-profit organizations, for the effective, transparent and efficient governance of the Museum, and for the effective, transparent and efficient performance and discharge by the Board and its Committees of its rights, duties and obligations. The Committee shall consult with and solicit information from the Standing Committees, any Ad Hoc Committees and Special Committees, the Trustees, the Overseers and Management of the Museum from time to time regarding such matters." Form 990, Part VI, Section B, Line 11b The Museum's Form 990 is prepared by the staff of the Accounting Department and reviewed by the CFO. It is also reviewed and analyzed by the Museum's outside Auditors. It is then presented to the Audit Committee of the Museum's Board for further review and approval. After Audit Committee approval, the final version of Form 990 is provided to all members of the Museum's Board before the form is filed. Form 990, Part VI, Section B, Line 12c Upon election/hiring, and annually thereafter, all Museum Trustees, Overseers (an advisory, but non-governing body), and Key Employees are required to fill out a Conflict of Interest form which solicits detailed information about associations with companies, organizations, and each other which may represent a conflict of interest with respect to the Museum. The forms are reviewed at least annually by both the Asssistant Controller and the CFO to identify any reported conflicts which may require disclosure and/or further follow-up. Using publicly available sources, additional research is undertaken by Museum staff to identify business and organizational associations which were not reported on the Conflict of Interest forms. With respect to business relationships between the Museum and companies associated with Trustees or Key Employees, it is the Museum's policy to subject such companies to the same procurement policies, procedures, and requirements as it applies to other, nonrelated, firms. Form 990, Part VI, Section B, Line 15 The Compensation Committee of the Museum's Board meets twice yearly, once in spring and once in the late summer or early fall. The first meeting is focused on establishing a recommendation to the Finance Committee that budgets for the upcoming fiscal year's museum-wide merit increase pool. The second meeting is focused on the review of the performance of Key Employees and other senior leadership staff for the prior year and to approve the recommendations of the President/Director for any salary increases. In addition, the Committee reviews the performance and compensation of the President/Director and recommends any adjustment to compensation if warranted. - In order to do this in a fully knowledgeable manner, the Committee annually reviews information obtained by the Vice President of Human Resources though a variety of resources. These resources include an outside survey group used to benchmark each of the senior management positions including the President/Director against local non-profit organizations that are of a similar size. In addition, the Museum uses public resources such as Guidestar to access salaries of key people in Museums located in metropolitan areas. Finally, the Museum participates in and receives information from local and regional salary surveys of other Museums in New England. This process gives a clear picture of local, regional, and national salary levels for its senior management. - The Compensation Committee reviews this information in addition to the history of compensation increases, overall performance of the individual and of the Museum prior to approving or making recommendations for compensation increases. Form 990, Part VI, Section C, Line 19 The Museum's financial statements, Form 990, and other key documents are available in either hard copy or electronically upon request. Form 990 is also available through publicly accessible websites such as Guidestar.org. The audited financial statements are available on the Museum's website at http://www.mos.org/annual-reports. Form 990, Part XI, Line 9 Change in value of split interest agreements -$499,688; amortization of liability $205,140; capitalized bond fees -$2,417; rounding variances -$39. Science Museum Exhibit Collaborative 1 Science Park Boston MA 021141099 222578949 Supporting organization MA 501(c)(3) 509(a)(3) - Type I N/A 0 Charitable Remainder Annuity Trusts (1) 1 Science Park Boston MA 02114 Charitable Remainder Annuity Trust MA N/A T 1428778 0.25 0 Charitable Remainder Unitrusts (3) 1 Science Park Boston MA 02114 Charitable Remainder Unitrust MA Museum of Science T 1541717 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0