2015-07-27T11:16:12-05:00 2014-12-31 861065772 Deloitte Tax LLP 555 Mission Street San Francisco CA 94105 990PF 2014-01-01 770150580 Monterey Bay Aquarium Research Institute MONT 8317751700 7700 Sandholdt Road Moss Landing CA 950399644 C Michael Pinto Chief Financial Officer 8317751700 2015-07-27 1 Joan S McMahon Senior Manager P00966494 4157834000 2014 2016-02-25 16:41:14Z X 115397221 X 46638653 1959 1959 1959 1379 1379 1379 158642 158642 158642 158642 1000 1000 0 0 222413 187910 222413 47024046 349890 384393 550280 0 0 547884 17752829 0 0 17296104 11867264 0 0 9885358 73466 0 0 69511 177863 0 0 177863 4516 0 0 4516 6750964 34936 34936 2380738 0 0 2377815 816259 0 0 804100 233281 0 0 239681 9712930 62343 62343 9932970 50320390 97279 97279 41335802 15500 15500 50335890 97279 97279 41351302 -3311844 252611 287114 500 500 500 9128583 8843293 8843293 78405 72223 78405 78405 48834924 49712749 49712749 98313 69115 69115 4211223 4644294 4644294 168263945 116215080 54311604 52048865 52048865 116657370 115397221 115397221 8621140 9022664 1366697 1216019 20674000 31646000 30661837 41884683 X 47785678 34538486 38209855 38974052 85995533 73512538 116657370 115397221 85995533 -3311844 0 82683689 9171151 73512538 0 45888504 13677283 3.355089 40309183 9520657 4.233866 48336221 13616560 3.549811 41664241 15289673 2.724992 42932298 9866022 4.351531 18.215289 3.643058 14976050 54558619 2526 54561145 41351302 5052 0 5052 0 5052 5052 5052 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.MBARI.ORG Jim Rehkopf 8317751704 7700 Sandholdt Road Moss Landing CA 950399644 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Applies To All Directors Officers 7700 Sandholdt Road Moss Landing CA 950399644 (See Statement 15) 0.00 0 0 0 Julie Packard 7700 Sandholdt Road Moss Landing CA 950399644 Chairman 4.00 0 0 0 Dr Franklin Orr Jr 7700 Sandholdt Road Moss Landing CA 950399644 Vice-Chairman 1.00 0 0 0 Dr Joseph P Allen 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 0 0 0 Dr Francine Berman 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 1500 0 0 Dr Joel Birnbaum 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 3000 0 0 Nancy Burnett 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 0 0 0 Christopher Burnett 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 0 0 0 Dr Curtis Collins 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 6000 0 0 Dr Susan Hackwood 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 1500 0 0 Dr Eric Hartwig 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 6000 0 0 Dr G Ross Heath 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 6000 0 0 Dean O Morton 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 3000 0 0 Dr Norman Pace 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 4500 0 0 C Michael Pinto 7700 Sandholdt Road Moss Landing CA 950399644 Chief Financial Officer 40.00 225012 42050 0 Dr Karl Pister 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 6000 0 0 Dr Chris Scholin 7700 Sandholdt Road Moss Landing CA 950399644 President/CEO 40.00 278768 68424 0 Dr George N Somero 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 6000 0 0 Dr Robert C Spindel 7700 Sandholdt Road Moss Landing CA 950399644 Director 1.00 3000 0 0 Barbara P Wright 7700 Sandholdt Road Moss Landing CA 950399644 Director & Secretary 1.00 0 0 0 Dr Robert Vrijenhoek 7700 Sandholdt Rd Moss Landing CA 950399644 Sr. Scientist 40.00 216424 55567 0 Dr Peter Brewer 7700 Sandholdt Rd Moss Landing CA 950399644 Sr. Scientist 40.00 215369 53519 0 Dr Bruce Robison 7700 Sandholdt Rd Moss Landing CA 950399644 Sr. Scientist 40.00 214839 47624 0 Dr James Bellingham 7700 Sandholdt Rd Moss Landing CA 950399644 Chief Technologist 40.00 212319 44878 0 Douglas Au 7700 Sandholdt Rd Moss Landing CA 950399644 Engineering Director 40.00 208288 30666 0 178 PricewaterhouseCoopers LLP 3 Embarcadero Center San Francisco CA 94111 Accountants 148338 0 DEVELOPMENT OF OCEANOGRAPHIC INSTRUMENTS - DNA PROBES, SEAFLOOR MAPPING SYSTEMS, IN SITU ANALYZERS/SAMPLERS, CHEMICAL SENSORS, ETC. 6016608 NEW TECHNOLOGY DATA COLLECTION VEHICLES - AUV DEVELOPMENT AND ENHANCEMENTS, ROV UPGRADES AND ENHANCEMENTS AND NEW COASTAL RESEARCH VESSEL 1191017 STUDY THE COMPOSITION, STRUCTURE, ECOLOGICAL DYNAMICS AND POPULATION DYNAMICS OF THE WATER COLUMNS AND SEAFLOOR OF THE MONTEREY BAY AND OTHER WEST COAST SITES 12730192 MAINTAIN AN OCEAN OBSERVATORY SYSTEM AND A DATA REFERENCE SYSTEM WHICH WOULD PROVIDE THE OCEANOGRAPHIC COMMUNITY WITH ACCESS TO KEY DATA AND DATA COLLECTION OPPORTUNITIES 2970404 N/A 0 0 0 8918972 6285140 15204112 0 0 15204112 228062 14976050 748803 X 41351302 0 41351302 0 41351302 1988-05-03 X 287114 244237 476033 185722 1193106 228747 207601 404628 157864 998840 41351302 45888504 40312058 48336221 175888085 0 245000 247500 241000 733500 41351302 45643504 40064558 48095221 175154585 0 0 499202 455909 317355 453885 1726351 0 0 0 0 X Stanford University Sea Lion Bowl 397 Panama Mall Stanford DC 94305 None PC NOSB Sea Lion Bowl, promote interest in ocean science 1500 Monterey County Office of Education (Science & Engineering Fair) PO Box 80851 Salinas CA 93912 None PC Donation to Science Fair, 2014 2500 Science Buddies PO Box 5038 Carmel CA 93921 None PC Support for education tools for K-12 science, technology, engineering and math in 3 local counties. 1500 Moss Landing Harbor District 7881 Sandholdt Road Moss Landing CA 95039 None PC Donation of submerged land below district's dock 10000 15500 Leland Stanford Jr Univ William F Durand Building Stanford CA 95305 None PC Support for collaborative research program 240000 240000 14 1959 14 1379 16 158642 18 1000 Recycled Materials 01 2219 Earned Discounts 01 1436 Royalty Receipts 15 187910 Misc. Refunds 01 195 Microsoft Settlement 01 9632 Wells Fargo VISA Revenue Share 01 21021 0 385393 0 385393 0 0 0 0 0 0 0 0 0 0 X X 1 Berkeley Seismological Laboratory 299 McCone Hall Berkeley CA 947204760 12000 X 2 Canadian Institute for Advanced Res 180 Dundas St W Ste 1400 Toronto ON CA 4819 X 3 David and Lucile Packard Foundation 300 Second Street Suite 200 Los Altos CA 94022 38974052 X 4 Gordon and Betty Moore Foundation T 1661 Page Mill Road Palo Alto CA 94304 1222131 X 5 International Research Institute St PO Box 8046 Stavanger NO 76166 X 6 Dave Judi Zaches Foundation PO Box 2410 Monterey CA 939422410 5000 X 7 Monterey Bay Aquarium 886 Cannery Row Monterey CA 93940 82033 X 8 Monterey Bay Sanctuary Foundation 99 Pacific Street Monterey CA 93940 3220 X 9 National Aeronautics and Space Admi Bldg 1111 C Road Stennis Space Center MS 395296000 28790 X 10 National Institute of Health 45 Center Drive Bethesda MD 20814 94907 X 11 National Oceanic and Atmospheric Ad 1100 Wayne Ave 1210 Silver Springs MD 209103283 2460653 X 12 National Science Foundation 4201 Wilson Blvd Arlington VA 22230 1800508 X 13 Naval Postgraduate School 3985 Cummings Road Bldg 116 San Diego CA 921324200 40289 X 14 Office of Naval Research 300 5th Ave St 710 Seattle WA 981042398 297070 X 15 Oregon State University 126 SW McKenzie Avenue Corvallis OR 97333 4038 X 16 Sea Grant UCSD 9500 Gilman Drive La Jolla CA 920930232 17740 X 17 Stanford University 340 Panama Street Stanford CA 943054125 479083 X 18 University of California Santa Cruz 1156 High Street Santa Cruz CA 95064 71190 X 19 University of Hawaii 1950 East West Road Honolulu HI 96822 90572 X 20 US Department of Energy 9800 South Cass Avenue Argonne IL 60439 348067 X 21 Woods Hole Oceanographic Institutio 86 Water Street Woods Hole MA 025431041 51273 X 22 National Oceanic and Atmospheric Ad 325 Broadway Boulder CO 80305 30434 X 23 Orange County Sanitation District 10844 Ellis Avenue Fountain Valley CA 927087018 4389 X 24 University of British Columbia 3529 University Blvd Vancouver BC CA 173887 X 25 University of Chicago 6030 S Ellis Avenue Chicago IL 60637 69945 X 26 Princeton University PO Box 36 Princeton NJ 085442020 53900 X 27 Consortium for Ocean Leadership 1201 New York Ave NW Ste 400 Washington DC 20005 46490 X 28 Curtin University 78 Murray Street Perth WA AS 7274 X 29 University of South Hampton NERC European Way Southampton UK 3743 X 30 So Cal Coastal Water Research Proje 3535 Harbor Blvd Suite 110 Costa Mesa CA 926262537 71367 X 31 CICESE Carretera Ensenada Tijuana No 3918 Ensenada CP MX 2699 X 32 Fidelity Charitable Gift Fund PO Box 770001 Cincinnati OH 452770053 3500 X 33 NOAANMFS 110 Shaffer Road Santa Cruz CA 95060 14980 X Deloitte & Touche LLP - Tax Review 5925 0 0 5925 Ryan McDonald - Audit 17300 0 0 17300 PricewaterhouseCoopers LLP - Audit 148338 0 0 148338 North Bay Pensions 6300 0 0 6300 LAND 1999-06-30 4236219 0.000000000000 0 0 0 BUILDINGS 1999-06-30 45388293 26911441 0.000000000000 0 0 0 BUILDING IMPROVEMENTS 1999-06-30 4923674 3955873 0.000000000000 0 0 0 FURNITURE & FIXTURES 1999-06-30 1210584 1207838 0.000000000000 0 0 0 VEHICLES 1999-06-30 575457 479464 0.000000000000 0 0 0 EQUIPMENT - GENERAL 1999-06-30 14043375 12933195 0.000000000000 0 0 0 EQUIPMENT - OFFICE 1999-06-30 146150 139840 0.000000000000 0 0 0 EQUIPMENT - COMPUTER 1999-06-30 1521690 1256680 0.000000000000 0 0 0 EQUIPMENT - VIDEO & CAMERA 1999-06-30 1035016 971030 0.000000000000 0 0 0 EQUIPMENT - MACHINE SHOP 1999-06-30 781400 646132 0.000000000000 0 0 0 EQUIPMENT - POSITIONING 1999-06-30 162078 162078 0.000000000000 0 0 0 SOFTWARE 1999-06-30 692831 603871 0.000000000000 0 0 0 OCEAN DEPLOYED EQUIPMENT 1999-06-30 25752345 13254464 0.000000000000 0 0 0 SHIPS 1999-06-30 38280465 33009578 0.000000000000 0 0 0 SHIPBOARD EQUIPMENT 1999-06-30 4354066 3398451 0.000000000000 0 0 0 REMOTELY OPERATED VEHICLES 1999-06-30 4704589 4464132 0.000000000000 0 0 0 ROV IMPROVEMENTS 1999-06-30 5804271 4322151 0.000000000000 0 0 0 AUTONOMOUS UNDERWATER VEHICLES 1999-06-30 4596876 4504772 0.000000000000 0 0 0 AUV IMPROVEMENTS 1999-06-30 4633665 3994090 0.000000000000 0 0 0 FIXED ASSET PURCHASES IN PROCESS 2014-06-30 192443 0.000000000000 0 0 0 CONSTRUCTION IN PROCESS 2014-06-30 5228458 0.000000000000 0 0 0 Sale of 1997 GMC Van 1997-03 Purchased 2014-12 Alfredo Garcia 500 0 500 Trade-in of 1995 Ford Truck 1995-05 Purchased 2014-04 Salinas Valley Ford 500 0 500 ADDITIONAL COMMENT FOR STATEMENT 13 FORM 990-PF, PART VIII, LINE 1, STATEMENT 13In addition to the amount of compensation paid to each director and officer (if any), in 2013 MBARI paid D&O insurance premiums of $34,532 (10/2013 - 9/2014) and in 2014 paid D&O premiums of $39,590 (10/2014 - 9/2015), of which $35,797 is allocable to 2014 and to these individuals as a nontaxable working condition fringe benefit.Barbara P. Wright is an officer of MBARI. Her firm, Finch Montgomery Wright LLP, provides legal services to MBARI. Fees for those services are paid to the firm and are for legal services, not for services in her capacity as an officer. Fees paid and expenses reimbursed to the firm in 2014 were $17,200. This amount is included in the appropriate Statement pertaining to Legal Fees. LAND 4236219 0 4236219 BUILDINGS 45388293 26911441 18476852 BUILDING IMPROVEMENTS 4923674 3955873 967801 FURNITURE & FIXTURES 1210584 1207838 2746 VEHICLES 575457 479464 95993 EQUIPMENT - GENERAL 14043375 12933195 1110180 EQUIPMENT - OFFICE 146150 139840 6310 EQUIPMENT - COMPUTER 1521690 1256680 265010 EQUIPMENT - VIDEO & CAMERA 1035016 971030 63986 EQUIPMENT - MACHINE SHOP 781400 646132 135268 EQUIPMENT - POSITIONING 162078 162078 0 SOFTWARE 692831 603871 88960 OCEAN DEPLOYED EQUIPMENT 25752345 13254464 12497881 SHIPS 38280465 33009578 5270887 SHIPBOARD EQUIPMENT 4354066 3398451 955615 REMOTELY OPERATED VEHICLES 4704589 4464132 240457 ROV IMPROVEMENTS 5804271 4322151 1482120 AUTONOMOUS UNDERWATER VEHICLES 4596876 4504772 92104 AUV IMPROVEMENTS 4633665 3994090 639575 FIXED ASSET PURCHASES IN PROCESS 192443 0 192443 CONSTRUCTION IN PROCESS 5228458 0 5228458 Kennedy, Archer & Giffen 21080 0 0 20520 Finch Montgomery Wright LLP 17200 0 0 17200 Noland, Hamerly, Etienne, & Hoss 5628 0 0 5628 The Wagner Law Group 26063 0 0 22668 Miscellaneous Legal 3495 0 0 3495 Effect of Actuarial Losses & Amortization for Postretirement Benefit Plan 9171151 Expensed Equipment 207119 0 0 200134 General & Lab Supplies 2963267 0 0 3136492 Recruitment 84534 0 0 84534 Freight & Postage 62072 0 0 61987 Outside Services - General 1169125 0 0 1237439 Outside Services - Subawards 2366702 0 0 2379980 External Shiptime & Equip Rental 87315 0 0 62023 Insurance 599782 0 0 599782 Maintenance & Repair 1943923 0 0 1941074 Royalty Expense 62343 62343 62343 60734 MBARI Ship/ROV/AUV Usage 0 0 0 0 Miscellaneous 166748 0 0 168791 Recycled Materials 2219 2219 Earned Discounts 1436 1436 Royalty Receipts 187910 187910 187910 Misc. Refunds 195 195 Microsoft Settlement 9632 9632 Wells Fargo VISA Revenue Share 21021 21021 Postretirement Benefit Liabilities 20674000 31646000 State of California 235 0 0 235 Internal Revenue Service 4281 0 0 4281