2017-09-25T09:29:48-05:00 2016-12-31 510076769 GUNNIP & COMPANY LLP 2751 CENTERVILLE RD STE 300 WILMINGTON DE 19808 990 2016-01-01 522081073 STROUD WATER RESEARCH CENTER STRO 6102682153 970 SPENCER ROAD AVONDALE PA 193119514 BERNARD W SWEENEY PHD PRESIDENT, DIR, SR RESEARCH SCIENT 6102682153 2017-09-22 1 MICHAEL A TROLIO P00357423 3022255000 173.161.147.4 2017-09-22 10:53:08 ED P 08B6FF7F9E81B2E6CE44EA78C25F30B6D34554FC 6219374524600730252E932D8735CC9CD9FECCCD 2016 2021-01-29 14:40:06Z BERNARD W SWEENEY PHD 970 SPENCER ROAD AVONDALE PA 193119514 12292508 0 X WWW.STROUDCENTER.ORG X 1998 DE TO ADVANCE KNOWLEDGE OF STREAM AND RIVER ECOSYSTEMS THROUGH INTERDISCIPLINARY RESEARCH; TO DEVELOP & COMMUNICATE NEW ECOLOGICAL IDEAS; TO PROVIDE SOLUTIONS FOR WATER RESOURCE PROBLEMS WORLDWIDE; AND TO PROMOTE PUBLIC UNDERSTANDING OF FRESHWATER ECOLOGY THROUGH EDUCATIONAL PROGRAMS, WATERSHED RESTORATION, CONSERVATION LEADERSHIP, AND PROFESSIONAL SERVICE. 23 23 84 4 0 0 8117298 7470064 0 0 1208759 1210156 339947 407165 9666004 9087385 0 0 0 0 3544960 3880316 0 0 349502 4321849 4163835 7866809 8044151 1799195 1043234 45883869 46981353 8209442 8341560 37674427 38639793 SEE BELOW 0 0 5723126 6104216 TO ADVANCE KNOWLEDGE OF STREAM AND RIVER ECOSYSTEMS THROUGH INTERDISCIPLINARY RESEARCH; TO DEVELOP & COMMUNICATE NEW ECOLOGICAL IDEAS; TO PROVIDE SOLUTIONS FOR WATER RESOURCE PROBLEMS WORLDWIDE; AND TO PROMOTE PUBLIC UNDERSTANDING OF FRESHWATER ECOLOGY THROUGH EDUCATIONAL PROGRAMS, WATERSHED RESTORATION, CONSERVATION LEADERSHIP, AND PROFESSIONAL SERVICE. 5723126 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 84 1 0 0 0 0 0 0 0 0 X 23 23 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 PA X X X JOHN D PEPE 6102682153 970 SPENCER ROAD AVONDALE PA 193119514 ANNE STROUD HANNUM DIRECTOR 5.00 X 0 0 0 BARBARA C RIEGEL DIRECTOR 5.00 X 0 0 0 BERNARD W SWEENEY PHD PRESIDENT, DIR, SR RESEARC 40.00 X X 253843 0 62057 BERT KERSTETTER DIRECTOR 5.00 X 0 0 0 C BLAND DICKEY DIRECTOR 5.00 X 0 0 0 C PORTER SCHUTT III DIRECTOR 5.00 X 0 0 0 CLAIBORNE D SMITH PHD DIRECTOR 5.00 X 0 0 0 DAVID B ARSCOTT PHD VP, ASST DIR, RESEARCH SCI 40.00 X X 114080 0 27889 FRANCES M ABBOTT DIRECTOR 5.00 X 0 0 0 FREDERICK L MESERVE JR DIRECTOR 5.00 X 0 0 0 H DONNAN SHARP JONES DIRECTOR 5.00 X 0 0 0 JOHN RS FISHER VMD EMERITUS MEMBER 7.00 X 0 0 0 JOSH AULD PHD DIRECTOR 5.00 X 0 0 0 MARGARETTA BROKAW DIRECTOR 5.00 X 0 0 0 MICHAEL BUCKLIN DIRECTOR 5.00 X 0 0 0 PETER KJELLERUP DIRECTOR 5.00 X 0 0 0 RICHARD A HAYNE DIRECTOR 5.00 X 0 0 0 ROBERT M DIFILIPPO DIRECTOR 5.00 X 0 0 0 ROBERT W WHETZEL DIRECTOR 5.00 X 0 0 0 RODMAN W MOORHEAD III CHAIRMAN 7.00 X 0 0 0 SUSAN PACKARD LEGROS ESQ DIRECTOR 5.00 X 0 0 0 WB DIXON STROUD JR DIRECTOR 5.00 X 0 0 0 WILLIAM KRONENBERG III DIRECTOR 5.00 X 0 0 0 JOHN D PEPE TREASURER & CONTROLLER 40.00 X 114546 0 28003 KRISTINE LISI DIR OF DEVELOPMENT & OUTRE 40.00 X 129557 0 31673 ANTHONY AUFDENKAMPE ASSOCIATE RESEARCH SCIENTI 40.00 X 105075 0 25688 JOHN JACKSON SENIOR RESEARCH SCIENTIST 40.00 X 135607 0 33152 MATTHEW EHRHART WATERSHED RESTORATION DIRE 40.00 X 117171 0 28644 MELINDA D DANIELS ASSOCIATE RESEARCH SCIENTI 40.00 X 120002 0 29337 1089881 0 266443 8 0 1 0 0 3518872 3951192 254707 7470064 1081823 1081823 3299074 3170741 128333 128333 128333 340761 34382 306379 306379 OTHER INCOME 900099 100786 100786 100786 9087385 0 0 1617321 761649 185552 414867 161230 2484547 1896228 491068 97251 190917 173912 5992 11013 232785 205624 14406 12755 210418 135301 59123 15994 35750 35750 4153 4103 50 323754 254030 59417 10307 91083 87275 2807 1001 40267 36943 3069 255 252718 252718 533699 196021 337115 563 99933 99933 SUBAWARDS 1364922 1364922 OUTSIDE SERVICES 809833 768690 31986 9157 PARTICIPANT SUPPORT 122402 122402 CONSULTANT FEES 94389 89516 4873 390932 202607 158349 29976 8044151 5723126 1971523 349502 2195200 2471058 841166 1039924 957555 1166591 16743 37540 17746224 5826615 12250321 11919609 20305989 20996472 9316895 9350159 45883869 46981353 635964 507462 6027221 5734300 1546257 2099798 8209442 8341560 X 20872863 21882813 4547780 4424845 12253784 12332135 37674427 38639793 45883869 46981353 X 1043234 565760 -643628 X X 0 1 X 1 1 1 X 6023736 4614497 7457948 8117298 7470064 33683543 6023736 4614497 7457948 8117298 7470064 33683543 3027490 30656053 388908 831269 1177437 729118 1081823 4208555 67500 105378 77860 118093 100786 469617 38361715 0.79910 0.77090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29847621 1036252 1772497 2152498 30503872 32093779 1061535 -1058370 2249323 29847621 30623168 2560818 979196 2069403 32093779 26657361 1985061 3681647 1700928 30623168 23935593 2847797 2407254 2533283 26657361 0.53360 0.40430 0.06210 0 0 2357839 2357839 12333742 3333866 8999876 2823368 2295458 527910 231275 197291 33984 11919609 MUTUAL FUNDS 14783980 F INVESTMENT IN LIMITED PARTNERSHIP 6212492 F 20996472 BENEFICIAL INTEREST IN PERPETUAL TRUST 9343528 CONSTRUCTION IN PROGRESS 6631 9350159 PAYROLL TAXES PAYABLE 6368 PENSION BENEFIT OBLIGATION 2093430 2099798 X 9043899 565760 -609246 -43486 9087385 0 9087385 8078533 34382 34382 8044151 0 8044151 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED TO FUND THE ORGANIZATION'S OPERATIONS AND CAPITAL ACQUISITIONS. PART X, LINE 2: THE CORPORATION ADHERES TO FASB ASC 740 - INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, THE CORPORATION HAS DETERMINED IT DID NOT HAVE A MATERIAL TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE IN PART VIII OF FORM 990 & PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE IN PART VIII OF FORM 990 WATER'S EDGE 225683 225683 33450 932 1 115078 115078 340761 340761 33450 932 34382 306379 X 0 0 0 0 0 0 0 0 0 BERNARD W SWEENEY PHD PRESIDENT, DIR, SR RESEARC 253843 0 0 0 0 0 28754 0 33303 0 315900 0 0 0 KRISTINE LISI DIR OF DEVELOPMENT & OUTRE 129557 0 0 0 0 0 14675 0 16998 0 161230 0 0 0 JOHN JACKSON SENIOR RESEARCH SCIENTIST 135607 0 0 0 0 0 15361 0 17791 0 168759 0 0 0 A CENTRAL AND WESTERN CHESTER COUNTY INDUSTRIAL AUTHORITY 232279439 2010-12-23 6500000 THE CONSTRUCTION AND EQUIPPING OF A RESEARCH FACILITY 0 0 0 A 6500000 366050 44375 6089575 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 X 14 234457 QUOTED MARKET PRICE X PLEDGES RECEIVABLE 4 20250 PLEDGED AMOUNT 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTOR DIXON STROUD, JR. AND DIRECTOR ANNE STROUD HANNUM HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY THE ORGANIZATION'S AUDITORS AND IS DISTRIBUTED TO THE ORGANIZATION'S TREASURER FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO ALL EMPLOYEES THROUGH ITS EMPLOYEE HANDBOOK. THE POLICY REQUIRES FULL AND PROMPT DISCLOSURE OF ANY CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR, OFFICERS AND HIGHLY COMPENSATED EMPLOYEES ARE DETERMINED BY THE BOARD AFTER PRELIMINARY WORK AND CORRESPONDING ANALYSES PERFORMED BY THE CO-CHAIRMAN OF THE BOARD. THE DETAILS ARE COMMUNICATED DURING EXECUTIVE SESSION OF THE BOARD WHERE STAFF IS NOT PRESENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -643,628. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANTS.