2015-05-11T13:45:53-05:00 2014-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2013-07-01 042103916 MUSEUM OF SCIENCE MUSE 6177232500 1 SCIENCE PARK BOSTON MA 021141099 JOHN SLAKEY VP FINANCE, CFO, AND TREASURER 6177232500 2015-05-06 1 JOSEPH M GISO P00030126 6177610600 2015-05-06 2013 2016-02-25 16:41:14Z JOHN SLAKEY 1 SCIENCE PARK BOSTON MA 021141099 85192571 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. 51 48 846 561 430287 103445 36795297 25745624 20304033 22342660 2261647 9699586 7086943 7705144 66447920 65493014 4532392 4633333 0 0 26738438 27361404 99890 207899 5007365 24146550 26747450 55517270 58950086 10930650 6542928 221640179 237018787 18218772 19015501 203421407 218003286 X 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 SCIENCE AND ENGINEERING; -- ENCOURAGE YOUNG PEOPLE OF ALL BACKGROUNDS TO EXPLORE AND DEVELOP THEIR INTERESTS IN UNDERSTANDING THE NATURAL AND HUMAN-MADE WORLD. TO DO THIS, WE WILL CONTINUE TO BUILD OUR POSITION AS A LEADER IN THE WORLD'S MUSEUM COMMUNITY AND USE OUR EDUCATIONAL PERSPECTIVE AS AN INFORMAL LEARNING INSTITUTION TO HELP THE FORMAL PRE K-12 EDUCATION SYSTEM. 0 0 18370596 3264103 1800088 EXHIBITS INCLUDE OVER 700 STANDING EXHIBITS, HOUSED IN 193,000 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 TRAVELING EXHIBITS BOTH ON ITS OWN AND IN COLLABORATION WITH UNIVERSITIES, OTHER MUSEUMS, AND SCIENTIFIC ORGANIZATIONS, AND IS A LEAD INSTITUTION IN THE NANOSCALE INFORMAL SCIENCE 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. IN NOVEMBER 2013, THE MUSEUM OPENED ITS HALL OF HUMAN LIFE, A 10,000 SQ FT INTERACTIVE EXHIBITION ON HUMAN BIOLOGY THAT FEATURES 15 "LINK STATIONS" WHERE VISITORS CAN MEASURE AND COMPARE PERSONAL DATA RELATING TO CURRENT RESEARCH TOPICS. TRAVELING EXHIBITS HOSTED BY THE MUSEUM THIS YEAR INCLUDED: DEAD SEA SCROLLS: LIFE IN ANCIENT TIMES; SEASONS OF CHANGE: CLIMATE CHANGE IN YOUR BACKYARD; OUR GLOBAL KITCHEN; 2THEXTREME: MATHALIVE!; GROSSOLOGY; ANIMALS WITHOUT PASSPORTS. 11297480 543510 10108320 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. (1,155,900 ONSITE VISITORS AND 97,600 OFFSITE PARTICIPANTS SERVED.) 8567722 690442 4253655 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 INTEL 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. (190,700 VISITORS AND PARTICIPANTS, NOT INCLUDING THOUSANDS OF CHILDREN USING NCTL CURRICULA WORLDWIDE) 3007515 105435 4665381 SERVICES PROVIDED PRIMARILY FOR THE BENEFIT OF OUR MEMBERS AND VISITORS INCLUDE OUR PARKING FACILITY,MEMBERSHIP OFFICE, AND GIFT SHOP. (48,478 MEMBER HOUSEHOLDS) 6256592 29843 3595528 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: UNDISCOVERED WORLDS; ONE WORLD, ONE SKY, BIG BIRD'S ADVENTURE; MOONS: WORLDS OF MYSTERY, EXPLORE: WONDERS OF THE WINTER SKY. IMAX FILMS INCLUDED: THE LAST REEF; ROCKY MOUNTAIN EXPRESS; JERUSALEM; JOURNEY TO THE SOUTH PACIFIC; PANDAS: LONG JOURNEY HOME. (584,300 THEATER VISITORS SERVED) 9264107 135278 8260909 47499905 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 127 0 1 846 1 1 1 0 0 0 0 1 1 0 0 0 0 X 51 48 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 VP FINANCECFOTREA 6175890144 1 SCIENCE PARK BOSTON MA 021141099 CAROL ANN KANIA TRUSTEE 1.00 X 0 0 0 DAPHNE HATSOPOULOS TRUSTEE 1.00 X 0 0 0 DEBORAH DUNSIRE VICE-CHAIR 1.00 X X 0 0 0 ELIZABETH MOORE TRUSTEE 1.00 X 0 0 0 EUGENE E RECORD JR TRUSTEE 1.00 X 0 0 0 GARY T'DICAMILLO TRUSTEE 1.00 X 0 0 0 HAL R TOVIN TRUSTEE 1.00 X 0 0 0 HELEN GREINER TRUSTEE 1.00 X 0 0 0 HENRI A TERMEER TRUSTEE 1.00 X 0 0 0 IRA STEPANIAN TRUSTEE 1.00 X 0 0 0 JAISHREE DESHPANDE TRUSTEE 1.00 X 0 0 0 JANE HIRSH TRUSTEE 1.00 X 0 0 0 JANE PAPPALARDO TRUSTEE 1.00 X 0 0 0 JEFFREY R BEIR TRUSTEE 1.00 X 0 0 0 JONATHAN J FLEMING TRUSTEE 1.00 X 0 0 0 KENNETH D LEGG TRUSTEE 1.00 X 0 0 0 KURT MELDEN TRUSTEE 1.00 X 0 0 0 LAURA BARKER MORSE TRUSTEE 1.00 X 0 0 0 LAWRENCE A SIFF TRUSTEE 1.00 X 0 0 0 LESLIE E GREIS TRUSTEE 1.00 X 0 0 0 MALCOLM L SHERMAN TRUSTEE 1.00 X 0 0 0 MATTHEW D SHEDD TRUSTEE 1.00 X 0 0 0 MICHAEL A CHAMPA TRUSTEE 1.00 X 0 0 0 MICHAEL G THONIS VICE-CHAIR 1.00 X X 0 0 0 RICHARD A CARPENTER TRUSTEE 1.00 X 0 0 0 RICHARD A DIPERNA TRUSTEE 1.00 X 0 0 0 RICHARD M BURNES JR TRUSTEE 1.00 X 0 0 0 RICHARD I ANDERS TRUSTEE 1.00 X 0 0 0 STEPHEN E COIT TRUSTEE 1.00 X 0 0 0 THOMAS J PINCINCE TRUSTEE 1.00 X 0 0 0 WENDY W KISTLER TRUSTEE 1.00 X 0 0 0 YET-MING CHIANG TRUSTEE 1.00 X 0 0 0 DONALD M KAPLAN VICE-CHAIR (LEFT) 1.00 X X 0 0 0 GWILL E YORK VICE-CHAIR 1.00 X X 0 0 0 IOANNIS N MIAOULIS PRESIDENT AND DIRECTOR 40.00 X X 595418 0 40684 PAUL EGERMAN TRUSTEE 1.00 X 0 0 0 RANCH C KIMBALL TRUSTEE 1.00 X 0 0 0 WAYNE M KENNARD CORPORATION COUNSEL 1.00 X X 0 0 0 HOWARD MESSING CHAIRMAN 1.00 X X 0 0 0 JOSHUA BOGER VICE-CHAIR 1.00 X X 0 0 0 GARY R GREGG SECRETARY 1.00 X X 0 0 0 PATRICIA M LASSITER CHAIR, OVERSEERS 1.00 X X 0 0 0 JOHN STAFFORD CHAIR, INNOVATORS 1.00 X 0 0 0 DAMASE Z CAOUETTE PRES., VOL. SVC. LGE (LEFT) 1.00 X 0 0 0 GERALD KOHN PRES., VOL. SVC. LGE 1.00 X 0 0 0 ALEXIS BORISY TRUSTEE 1.00 X 0 0 0 ELIZABETH RILEY TRUSTEE 1.00 X 0 0 0 GEORGE SCANGOS TRUSTEE 1.00 X 0 0 0 GRETCHEN S FISH TRUSTEE 1.00 X 0 0 0 HOWARD H STEVENSON TRUSTEE 1.00 X 0 0 0 LEO X LIU TRUSTEE 1.00 X 0 0 0 MARIA LEWIS KUSSMAUL TRUSTEE 1.00 X 0 0 0 NANCY E DEMPZE TRUSTEE 1.00 X 0 0 0 STACY LORRAINE COWAN TRUSTEE 1.00 X 0 0 0 STEVEN HALEY TRUSTEE 1.00 X 0 0 0 WILLIAM H SWANSON TRUSTEE 1.00 X 0 0 0 JOHN T SLAKEY VP FIN/CFO/TREASURER 40.00 X 193170 0 32537 WAYNE BOUCHARD COO/ASST. SEC'Y 40.00 X 301691 0 23237 JOAN HADLY SR. VP ADVANCEMENT 40.00 X 263945 0 25222 LAWRENCE BELL SR. VP, STRATEGIC PROJECTS 40.00 X 216262 0 21119 JONATHAN R BURKE VP VIS. EXPER. & OPS 40.00 X 201411 0 28715 PAUL M FONTAINE VP EDUCATION 40.00 X 204563 0 19123 CHRISTINE CUNNINGHAM VP RSCH/ELEM SC CURR 40.00 X 180315 0 9310 CYNTHIA G MACKEY VP MARKETING 40.00 X 170236 0 12125 E JAMES KRAUS EXEC. DIR. OF DEVELOPMENT 40.00 X 223590 0 17264 BRITTON S O'BRIEN VP HUMAN RECS 40.00 X 143246 0 22658 YVONNE SPICER VP ADVOCACY/ED PARTNERSHIPS 40.00 X 155991 0 17411 2849838 0 269405 25 0 1 0 RICAHRD WHITE SONS INC 70 ROWE ST AUBURNDALE MA 02466 CONSTRUCTION/GENERAL CONTRACTOR 1565778 DTZ 77 WEST WACKER DR 18TH FLOOR CHICAGO IL 60601 CUSTODIAL 1093990 TAYLOR GROUP 255 BISCAYNE CRESENT BRAMPTON ONTRAIO CA LGW 4R2 EXHIBIT DESIGN/FABRICATION 769998 CONTINUUM 1220 WASHINGTON ST WEST NEWTON MA 02465 CONSULTING 322388 MYSTIC SCENIC STUDIO INC 293 LENOX ST NORWOOD MA 02062 EXHIBIT FABRICATION/ INSTALLATION 269312 17 2486615 789525 7512848 14956636 1034020 25745624 ADMISSIONS 712110 11800075 11800075 MEMBERSHIP BENEFITS 712110 4746536 4746536 PARKING 812930 2516695 2516695 EDUCATION PROGRAMS REVENUE 611699 2290352 2290352 EXHIBIT RENTAL FEES 712110 812486 812486 176516 176516 22342660 1373885 -46989 1420874 67636 67636 1711533 0 1711533 1711533 1711533 25411531 16669728 416102 8741803 -416102 8325701 431 8325270 69303 789525 205206 -135903 -135903 4673496 2408521 2264975 2264975 ANCILLARY SERVICES 531120 1547866 476845 1071021 CONCESSION FEES 453220 897407 897407 SPONSORSHIP 900099 717886 717886 633744 633744 3796903 65493014 22158576 430287 17158527 4110007 4110007 443926 443926 79400 79400 2080260 863097 748749 468414 20384475 16183781 1629457 2571237 981672 776023 81643 124006 2274566 1798070 189170 287326 1640431 1296780 136430 207221 14846 1201 13645 122256 122256 154657 94398 250 60009 207899 207899 826164 826164 4194124 3525323 333366 335435 2596098 2558120 18261 19717 2966758 2486007 215571 265180 443404 251847 118286 73271 18702 8763 9739 200 2319618 1952309 322122 45187 1194894 1020443 140988 33463 110434 90529 12428 7477 144164 144164 7193130 6443679 624391 125060 509034 26618 482416 FILM AND EXHIBIT RENTAL 1787282 1787282 CATERING 803047 477505 69285 256257 CREDIT CARD HANDLING FE 592754 576121 6 16627 TAXES 230256 230256 525828 418420 204029 -96621 58950086 47499905 6442816 5007365 19356570 21264875 18613 2502 24315138 20983708 1535904 1274697 30 1870453 2093814 142778026 81528595 61485865 61249431 18321233 25658108 94240867 103730597 495536 761025 221640179 237018787 5473561 5111869 4804113 4670416 2952331 4317988 4988767 4915228 18218772 19015501 X 73671331 73753710 89140233 100063968 40609843 44185608 203421407 218003286 221640179 237018787 X 6542928 5978306 2000 2058645 X 0 1 X 1 1 1 X 22897546 25171983 25102854 36795297 25745624 135713304 22897546 25171983 25102854 36795297 25745624 135713304 16496867 119216437 2471312 1979216 2171304 2310403 3200043 12132278 45745 90149 62246 89690 103445 391275 522096 592783 585333 644917 703047 3048176 151285033 133748986 0.78800 0.79730 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 178802 178802 47405507 47584309 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 246318 184728 182272 178802 792120 250000 250000 250000 250000 1000000 1500000 X X 0 96410132 2899934 16216292 97966 4515637 826164 110086591 90503649 1660634 9730487 95648 4597352 791638 96410132 94883173 1826498 -1045051 111766 4424213 624992 90503649 84084571 2062907 13908039 93683 4476599 602062 94883173 77585393 1975603 9600517 64537 4407691 604714 84084571 0.09800 0.31000 0.59200 0 0 114102 114102 78455418 46866845 31588573 29771299 17069492 12701807 34437207 17592258 16844949 61249431 12008435 F COMMINGLED TRUST FUNDS 17799823 F EQUITY HEDGE FUNDS 14126629 F HEDGE FUND OF FUNDS 23899153 F OTHER ALTERNATIVE INVESTMENTS 19696934 F SPLIT INTERESTS AND OTHER 16199623 F 103730597 ACDCRUED INTEREST RECEIVABLE 65913 ASSETS OF 457 PLANS 363758 INTANGIBLE CAPITAL ASSETS 249714 LT RECEIVABLE FROM LESSE FROM CAP IMPROVEMENTS 81640 761025 LT LIA ASSOC W/ IMPROVEMENTS MADE BY LESSEE 2000112 LIABILITIES ASSOC W/ SPLIT INTEREST AGREEMENTS 1504863 ASSETS RETIREMENT OBLIGATION 1252573 EMPLOYER SHARE OF FICA 86518 REFUNDS DUE 41346 MISC SUSPENSE 29816 4915228 X 76699074 5978306 2818950 205139 9002395 67696679 826164 -3029829 -2203665 65493014 63973118 2816950 3032246 5849196 58123922 826164 826164 58950086 PART III, LINE 1A: 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 - 300 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 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. 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 - 300 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. 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 112 INDIVIDUAL DONOR RESTRICTED ENDOWMENT FUNDS AND 27 QUASI-ENDOWMENT FUNDS USED FOR A VARIETY OF PURPOSES. THE RELATIVE USES OF THE ENDOWMENT (AS MEASURED BY FAIR VALUE) INCLUDE: UNRESTRICTED/GENERAL - 27%, EXHIBIT CONSTRUCTION AND MAINTENANCE - 30%, PROGRAM SUPPORT - 17%, MIXED USE (PRIMARILY EXHIBITS AND PROGRAMS JOINTLY) - 16%, OTHER (INCLUDING LIBRARY, ACCESS, AND INTERNSHIPS) - 10%. 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 BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD APPLIED TO THE LIKELIHOOD OF POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN BEING 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 TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE MUSEUM HAS IDENTIFIED 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 TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE MUSEUM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE MUSEUM'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMORTIZATION OF LIABILITY 205,140. ROUNDING VARIANCES -1. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF CAPITAL ASSETS -416,102. FUNDRAISING EXPENSES ON LINE 8B -205,206. COST OF GOODS SOLD ON LINE 10B -2,408,521. PART XII, LINE 2D - OTHER ADJUSTMENTS: CAPITALIZED BOND FEES 2,417. FUNDRAISING EXPENSES ON LINE 8B 205,206. COST OF GOODS SOLD ON LINE 10B 2,408,521. LOSS ON DISPOSAL OF CAPITAL ASSETS 416,102. ROUNDING VARIANCES 1 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 17200 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 13000 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 9000 NORTH AMERICA 0 0 GRANTMAKING 4000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL TO CONFERENCES, SEMINARS, AND PEER INSTITUTIONS. 7476 SOUTH AMERICA 0 0 GRANTMAKING 10850 SOUTH ASIA 0 0 GRANTMAKING 1000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL TO CONFERENCES, SEMINARS, AND PEER INSTITUTIONS. 3062 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL TO CONFERENCES, SEMINARS, AND PEER INSTITUTIONS. 105544 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRAVEL TO CONFERENCES, SEMINARS, AND PEER INSTITUTIONS. 1567 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL TO CONFERENCES, SEMINARS, AND PEER INSTITUTIONS. 11666 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRAVEL TO CONFERENCES, SEMINARS, AND PEER INSTITUTIONS. 3108 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 11850 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING 7500 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 5000 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL TO CONFERENCES, SEMINARS, AND PEER INSTITUTIONS. 2075 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 22846109 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 6694247 0 0 0 0 0 0 65588 29688666 29754254 CENTRAL AMERICA PROGRAM STIPENDS 6500 WIRE TRANSFER CENTRAL AMERICA PROGRAM STIPENDS 5350 WIRE TRANSFER 2 0 SCHOLARSHIPS EAST ASIA AND THE PACIFIC 8 6500 WIRE TRANSFER SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 1 5000 WIRE TRANSFER SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 2 9000 WIRE TRANSFER SCHOLARSHIPS NORTH AMERICA 1 2500 WIRE TRANSFER SCHOLARSHIPS RUSSIA AND NEIGHBORING STATES 1 2500 WIRE TRANSFER SCHOLARSHIPS SOUTH AMERICA 5 10500 WIRE TRANSFER SCHOLARSHIPS SOUTH ASIA 1 1000 WIRE TRANSFER PROGRAM SUPPORT STIPEND NORTH AMERICA 1 1500 WIRE TRANSFER 1 0 1 1 1 0 SCHEDULE F, PART I, LINE 2 THE MUSEUM OF SCIENCE IS THE FLAGSHIP SITE FOR THE INTEL 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. 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 BE ADDED TO 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 ARTSMARKETING SERVICES 260 KING ST EAT 500 TORONTO ONTARIO CA M54 4L5 TELEMARKETING 0 149800 79547 70253 CONVENTURES INC ONE DESIGN CENTER PLACE BOSTON MA 02210 CONSULTING 0 0 19000 -19000 THE WAYLAND GROUP INC 323 BOSTON POST RD 3C SUDBURY MA 01776 CONSULTING/ FUNDRAISING COUNSEL 0 0 36448 -36448 PENTERA INC 8650 COMMERCE PARK PL STE G INDIANAPOLIS IN 46268 CONSULTING 0 0 12120 -12120 MEMBERSHIP CONSULTANTS 3868 RUSSELL BLVD ST LOUIS MO 63110 CONSULTING/ STRATEGIC PLANNING 0 0 38547 -38547 MERSKY JAFFE & ASSOCIATES 37 CEDAR ST NEWTON MA 02459 CONSULTING 0 0 11000 -11000 149800 196662 -46862 CT FL MA NH NY SCIENCE BEHIND GALA 529914 468736 61178 58514 500 98519 MOUNTAIN CLIMB 147348 145998 1350 4365 11045 2 181566 174791 6775 2604 29659 858828 789525 69303 65483 500 139223 205206 -135903 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 FORM 990, PART IX, LINE 11E. FOR THE COMPANIES LISTED IN SCHEDULE G, THOSE ADDITIONAL EXPENSES TOTALED $19,836. 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 ST BALTIMORE MD 21230 520668166 501(C)(3) 50048 FED'L SUBAWARD: CREATING COMMUNITIES OF LEARNERS LEWIS AND CLARK COLLEGE 0615 SW PALATINE HILL RD PORTLAND OR 97219 930386858 501(C)(3) 43376 FED'L SUBAWARD: CREATING COMMUNITIES OF LEARNERS JOHNS HOPKINS UNIVERSITY 1101 E 33RD ST BALTIMORE MD 21211 520595110 501(C)(3) 31217 FED'L SUBAWARD: CREATING COMMUNITIES OF LEARNERS MADISON CHILDRENS MUSEUM 100 N HAMILTON ST MADISON WI 53703 391383497 501(C)(3) 26048 FED'L SUBAWARD: CREATING COMMUNITIES OF LEARNERS EVERGREENE RESEARCH & EVALUATION 127 COBBLER LANE SUGAR HILL IL 60054 453341721 18820 FED'L SUBAWARD: CREATING COMMUNITIES OF LEARNERS HARVARD UNIVERSITY 1033 MASS AVE STE 3 CAMBRIDGE MA 02138 042103580 501(C)(3) 13527 FED'L SUBAWARD: CREATING COMMUNITIES OF LEARNERS IDEUM INC 2469 CORRALES RD BLDG C CORRALES NM 87048 943385783 22154 FED'L SUBAWARD: CREATING COMMUNITIES OF LEARNERS WGBH EDUCATIONAL FOUNDATION ONE GUEST ST BOSTON MA 02135 042104397 501(C)(3) 8032 FED'L SUBAWARD: MUS. MEDIA FOR EVERYONE TOWNSON UNIVERSITY 8000 YORK RD TOWNSON MD 21252 520939453 STATE OF MD 76259 FED'L SUBAWARD: EXPLORING THE EFFICACY OF ELEMENTARY ENGINEERING SCIENCE MUSEUM OF MINNESOTA 120 W KELLOGG BLVD ST PAUL MN 55102 410706172 501(C)(3) 1790414 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION OREGON MUSEUM OF SCIENCE & INDUSTRY 1945 SE WATER AVE PORTLAND OR 97214 930402877 501(C)(3) 257003 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION SCIENCENTER 601 FIRST ST ITHACA NY 14850 222470652 501(C)(3) 228250 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION NORTH CAROLINA MUSEUM OF LIFE SCIENCES 433 W MURRAY AVE DURHAM NC 27704 560938434 501(C)(3) 144260 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION MATERIALS RESEARCH SOCIETY 506 KEYSTONE DR WARRENDALE PA 15086 311037979 501(C)(3) 130434 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION THE REGENTS OF UNIV OF CA BERKELEY 171 UNIVERSITY HALL SPC 1104 BERKELEY CA 94720 946002123 STATE OF CA 126256 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION CHILDRENS MUSEUM OF HOUSTON 1500 BINZ ST HOUSTON TX 77004 742178563 501(C)(3) 107468 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION SRI INTERNATIONAL 333 RAVENWOOD AVE MENLO PARK CA 940253493 941160950 501(C)(3) 101615 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION UNIVERSITY OF WISCONSIN 1220 LINDEN DR MADISON WI 53706 396028867 STATE OF WI 78981 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION THE FRANKLIN INSTITUTE SCIENCE MUSEUM 222 NORTH 20TH ST PHILADELPHIA PA 19103 231370501 501(C)(3) 67727 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION EXPLORATORIUM 3601 LYON STREET SAN FRANCISCO CA 94123 941696494 501(C)(3) 34361 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION ASSOCIATION OF SCIENCE- TECHNOLOGY CENTERS 1025 VERMONT AVE NW 500 WASHINGTON DC 20005 521926756 501(C)(3) 7978 FED'L SUBAWARD: NANOSCALE INFORMAL SCIENCE EDUCATION SACRAMENTO FOOD BANK AND FAMILY SERVICES 3333 THRID AVE SACRAMENTO CA 95817 943315566 501(C)(3) 5850 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK BEAERTON POLICE ACTIVITIES LEAGUE 12500 SW ALLEN BLVD BEAVERTON OR 97005 462040546 501(C)(3) 5750 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK LISTOAMERICA INC 1800 E MCFADDEN AVE STE 200A SANTA ANA CA 92705 264370987 501(C)(3) 5750 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK FAIRFAX COUNTY NEIGHBORHOOD AND COMMUNITY SVCES 12011 GOVT CTR PKWY FAIRFAX VA 22035 540787833 FAIRFAX CITY, VA 5700 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK WESTSIDE YOUTH TECH ENTREPENEUR CENTER 4213 W MADISON CHICAGO IL 60624 364329110 501(C)(3) 5600 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK BOYS AND GIRLS CLUBS OF NORTH SAN MATEO COUNTY 201 W ORANGE AVE SOUTH SAN FRANSISCO CA 94080 941497000 501(C)(3) 5500 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK MEXICAN AMERICAN OPPORTUNTIES FOUNDATION 401 N GARFIELD AVE MONTEBELLO CA 90640 952599416 501(C)(3) 5500 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK BOYS AND GIRLS CLUBS OF BOSTON INC 50 CONGRESS ST STE 730 BOSTON MA 02109 042103922 501(C)(3) 5500 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK BOYS AND GIRLS CLUBS OF THE PENINSULA 401 PIERCE RD MENLO PARK CA 94025 941552134 501(C)(3) 5500 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK YMCA OF THE PIKES PEAK REGION 207 N NEVADA AVE COLORADO SPRINGS CO 94025 840404266 501(C)(3) 5350 PRIVATE SUBAWARD/STIPEND: INTEL COMPUTER CLUBHOUSE NETWORK MIAMI SCIENCE MUSEUM 3280 S MIAMI AVE MIAMI FL 33133 590854960 501(C)(3) 23000 PRIVATE SUBAWARD: BEST BUY CLUBHOUSE EXPANSION THE FRIENDS OF THE HENNEPIN COUNTY LIBRARY 300 NICOLLET MALL N-290 MINNEAPOLIS MN 55401 363579536 501(C)(3) 20600 PRIVATE SUBAWARD: BEST BUY CLUBHOUSE EXPANSION LITTLE BLACK PEARL ART AND DESIGN CENTER 1060 EAST 47TH ST CHICAGO IL 60653 363994059 501(C)(3) 20400 PRIVATE SUBAWARD: BEST BUY CLUBHOUSE EXPANSION FAMILY SERVICES ASSOCIAITON 3014 RIVAS ST SAN ANTONIO TX 78228 741117341 501(C)(3) 20000 PRIVATE SUBAWARD: BEST BUY CLUBHOUSE EXPANSION 33 2 ADMISSION FEE WAIVERS 19138 0 100643 RETAIL PRICE FEE WAIVER COURSE FEE WAIVERS 59 0 29950 RETAIL PRICE FEE WAIVER OVERNIGHT PROGRAM FEE WAIVERS 978 0 48895 RETAIL PRICE FEE WAIVER MEMBERSHIP FEE WAIVERS 8 0 990 RETAIL PRICE FEE WAIVER TEACHER STIPENDS 377 177659 COLLEGE SCHOLARSHIPS 30 49500 SUBAWARDS UNDER FEDERAL GRANTS 1 36289 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 INTEL 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 INTEL 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 ACCOMLISHED THROUGH THE MUSEUM'S OWN ACCOUNTING SYSTEM. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 IOANNIS N MIAOULIS PRESIDENT AND DIRECTOR 532563 0 0 0 62855 0 19125 0 21559 0 636102 0 0 0 JOHN T SLAKEY VP FIN/CFO/TREASURER 192358 0 0 0 812 0 14392 0 18145 0 225707 0 0 0 WAYNE BOUCHARD COO/ASST. SEC'Y 290999 0 0 0 10692 0 14927 0 8310 0 324928 0 0 0 JOAN HADLY SR. VP ADVANCEMENT 260505 0 0 0 3440 0 18396 0 6826 0 289167 0 0 0 LAWRENCE BELL SR. VP, STRATEGIC PROJECTS 213659 0 0 0 2603 0 15311 0 5808 0 237381 0 0 0 JONATHAN R BURKE VP VIS. EXPER. & OPS 201215 0 0 0 196 0 11179 0 17536 0 230126 0 0 0 PAUL M FONTAINE VP EDUCATION 203711 0 0 0 852 0 14718 0 4405 0 223686 0 0 0 CHRISTINE CUNNINGHAM VP RSCH/ELEM SC CURR 180162 0 0 0 153 0 9310 0 0 0 189625 0 0 0 CYNTHIA G MACKEY VP MARKETING 169257 0 0 0 979 0 12125 0 0 0 182361 0 0 0 E JAMES KRAUS EXEC. DIR. OF DEVELOPMENT 222225 0 0 0 1365 0 13548 0 3716 0 240854 0 0 0 BRITTON S O'BRIEN VP HUMAN RECS 142384 0 0 0 862 0 11092 0 11566 0 165904 0 0 0 YVONNE SPICER VP ADVOCACY/ED PARTNERSHIPS 155695 0 0 0 296 0 9866 0 7545 0 173402 0 0 0 SCHEDULE J, PART I, LINE 1A THE MUSEUM PROVIDES TO ITS PRESIDENT AND DIRECTOR CERTAIN COMPENSATION NOT AVAILABLE TO OTHER EMPLOYEES, PAYING COLLEGE TUITION, ROOM, AND BOARD FOR HIS CHILDREN, AND GROSSING UP THE PAYMENTS TO OFFSET THE RELATED TAX OBLIGATIONS. THESE PAYMENTS ARE INCLUDED IN PART II COLUMN (B)(III) OTHER REPORTABLE COMPENSATION. SCHEDULE J, PART I, LINE 3 THE COMPENSATION COMMITTE 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 INCREASE. 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 THROUGH 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 MUSUEMS 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. IOANNIS N MIAOULIS PRESIDENT AND DIRECTOR OF THE ORGANIZATION PERSONAL EXPENSE X 30 30 0 0 0 30 INDEPENDENT SCHOOLS COMPENSATION CORP MUSEUM CFO IS A TRUSTEE 102684 PROVIDER OF WORKERS COMP INSURANCE 0 WGBH EDUCATIONAL FOUNDATION 2 MUSUEM TRUSTEES ARE ALSO TRUSTEES OF WGBH EDUCATIONAL FOUNDATION 119957 PAYMENT TO WGBH FOR UNDERWRITING 0 SCHEDULE L, PART II THE MUSEUM DOES NOT ENGAGE IN FORMAL LOANS WITH INTERESTED PERSONS; HOWEVER, WHILE ON BUSINESS TRAVEL, OFFICERS OR KEY EMPLOYEES MAY, IN ADDITION TO NORMAL BUSINESS EXPENSES, CHARGE ITEMS OF A PERSONAL NATURE TO THE MUSEUM CREDIT CARD, RESULTING IN AMOUNTS RECEIVABLE BY THE MUSEUM FROM THE EMPLOYEE. THESE DEBTS ARE USUALLY DISCHARGED WITHIN 30 DAYS. SCHEDULE L, PART IV IN ALL INSTANCES WHERE THE MUSEUM DOES BUSINESS WITH FIRMS WHOSE EMPLOYEES OR OFFICERS ARE RELATED PARTIES, THE FIRM IN QUESTION IS SUBJECT TO THE SAME PROCUREMENT/PRICING POLICIES, PROCEDURES, AND REQUIREMENTS AS OTHER, NON-RELATED, FIRMS, EXCEPT THAT MSUEUM TRUSTEES ARE AFFORED DISCOUNTED PRICING ON FUNCTION SPACE RENTAL FOR EVENTS AT THE MUSEUM. X 39 648399 MARKET (HI/LO) X 1 0 N/A X 1 0 N/A X 1 5900 ESTIMATED MARKET X SOFTWARE 1 366800 LIST PRICE X MISC. EQUIPME 1 9145 LIST PRICE X EDUCATIONAL M 2 3776 LIST PRICE 0 0 1 0 PART I, COLUMN (B): 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 550 VOLUNTEERS. THIS YEAR, THESE VOLUNTEERS CONTRIBUTED 48,753 HOURS (23 FTES), WITH AN EQUIVALENT VALUE OF $789,552. PART I, LINE 33: LINES FOR WHICH COLUMN (A) IS CHECKED BUT (C) IS ZERO REPRESENT DONATIONS TO THE MUSEUM'S COLLECTIONS OF ITEMS OF NOMINAL VALUE. FORM 990, PART VI, SECTION A, LINE 4 ON APRIL 3, 2014 THE MUSEUM CHANGED ITS BY-LAWS TO CHANGE THE IMPLEMENTATION OF THE AGE LIMIT ON VOTING TRUSTEES. PRIOR TO THE CHANGE, THE TERM OF A TRUSTEE REACHING HIS OR HER 75TH BIRTHDAY WOULD END AT THE NEXT ANNUAL MEETING AFTER THAT BIRTHDAY. THIS WAS CHANGED SO THAT SUCH A TRUSTEE WOULD STILL FILL OUT HIS OR HER ENTIRE REMAINING TERM. IN ANY CASE NO ONE MAY BE ELECTED A VOTING TRUSTEE AFTER HIS OR HER 75TH BIRTHDAY. FORM 990, PART VI, SECTION B, LINE 11 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, WHO SIGN OFF ON THE FORM. IT IS PRESENTED TO THE AUDIT COMMITTEE OF THE MUSEUM'S BOARD FOR FURTHER REVIEW AND APPROVAL. AFTER AUDIT COMMITTEE APPROVAL THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE MUSEUM'S BOARD BEFORE THE FORM IS FILED BY THE AUDITORS. 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 CFO AND STAFF OF THE MUSEUM'S ACCOUNTING DEPARTMENT TO IDENTIFY ANY REPORTED CONFLICTS WHICH MAY REQUIRE DISCLOSURE AND/OR FURTHER FOLLOW-UP. WITH RESPECT TO BUSINESS RELATIONSHIPS WITH 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 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: AMORTIZATION OF LIABILITY 205,140. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,855,922. CAPITALIZED BOND FEES -2,417. 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 (2) 1 SCIENCE PARK BOSTON MA 02114 CHARITABLE REMAINDER ANNUITY TRUST MA N/A T 1805883 0 CHARITABLE REMAINDER UNITRUSTS (4) 1 SCIENCE PARK BOSTON MA 02114 CHARITABLE REMAINDER UNITRUST MA N/A T 2048439 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCIENCE MUSEUM EXHIBIT COLLABORATIVE C 400000 CASH