2014-02-13T15:10:58-07:00 2013-06-30 990 2012-07-01 042103916 MUSEUM OF SCIENCE MUSE 6177232500 1 Science Park Boston MA 021141099 John Slakey 6175890114 2014-02-13 2012 2015-11-30 17:44:51Z Ioannis N Miaoulis 1 Science Park Boston MA 021141099 95216800 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 48 803 607 474945 92693 25102854 36795297 21865799 20304033 345506 2261647 7320383 7086943 54634542 66447920 5110138 4532392 0 0 25515244 26738438 185905 99890 4667284 21660028 24146550 52471315 55517270 2163227 10930650 200089508 221640179 18253562 18218772 181835946 203421407 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 16861080 3179982 1522422 EXHIBITS include over 700 standing exhibits, providing hands-on experience in all areas of science and technology and their social impact. The Museum has also produced exhibits such as Star Wars, which travel nationally and internationally, extending the Museum's reach. Traveling exhibits produced by others hosted by the Museum this year included Dead Sea Scrolls: Life in Ancient Times, Design Zones, Lost Egypt: Ancient Secrets, Modern Science, Mammoths & Mastodons: Titans of the Ice Age, Ocean Stories: A Synergy of Art & Science, SHIPWRECK! Pirates & Treasure. (193,000 sq. ft. of exhibits and related space) 10952031 590008 8900282 PUBLIC PROGRAMS include exhibit interpretation, lecture series, live animal demonstrations, physical and electrical science demonstrations, special events, demonstrations relating to topics of current science and technology, community outreach programs, and a Butterfly Garden. (1,242,458 onsite visitors and offsite participants served.) 8083755 574925 3741700 EDUCATION PROGRAMS include courses for children and adults, overnight programs, an Educator Resource Center, programs for school groups, the flagship site of an international Computer Clubhouse network, standards-based K-12 formal ed curriculum materials and professional development programs in math and engineering, online teacher resources. (189,500 visitors and participants, not including children using the Museum-developed curricula nationwide) 6321620 36182 3265976 THEATERS include a Planetarium offering lectures and demonstrations of astronomical phenomena, current discoveries, and historical topics. A Domed IMAX theater offers 70mm format films. A 3-D theater offers short 3-D films on a range of science and nature topics. Planetarium shows this year included: Big Bird's Adventure, Dynamic Earth, Moons: Worlds of Mystery, Stars over the Dead Sea, Undiscovered Worlds. IMAX films included Africa: The Serengeti, Born to be Wild, Dolphins, Journey into Amazing Caves, Mummies, Rocky Mountain Express, The Greatest Places, The Last Reef, To The Arctic. (584,429 visitors) 2892853 151295 4652921 Services provided primarily for the benefit of our members include our parking facility, membership office, and gift shop. (49,000 member households) 9214473 187477 7918897 45111339 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 198 0 1 803 1 1 1 0 0 0 0 1 1 0 0 0 0 X 50 48 0 0 0 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 Howard Messing 1 0 X X 0 0 0 Donald M Kaplan 1 0 X X 0 0 0 Gwill E York 1 0 X X 0 0 0 Joshua Boger 1 0 X X 0 0 0 Michael G Thonis 1 0 X X 0 0 0 Paul Egerman 1 0 X X 0 0 0 Gary R Gregg 1 0 X X 0 0 0 Wayne M Kennard 1 0 X X 0 0 0 Patricia M Lassiter 1 0 X X 0 0 0 John Stafford 1 0 X 0 0 0 Damase Z Caouette 1 0 X 0 0 0 Carol Ann Kania 1 0 X 0 0 0 Daphne Hatsopoulos 1 0 X 0 0 0 Deborah Dunsire 1 0 X 0 0 0 Elizabeth G Riley 1 0 X 0 0 0 Elizabeth Moore 1 0 X 0 0 0 Eugene E Record Jr 1 0 X 0 0 0 Gary T DiCamillo 1 0 X 0 0 0 George Scangos 1 0 X 0 0 0 Gretchen S Fish 1 0 X 0 0 0 Hal R Tovin 1 0 X 0 0 0 Helen Greiner 1 0 X 0 0 0 Henri A Termeer 1 0 X 0 0 0 Howard H Stevenson 1 0 X 0 0 0 Ira Stepanian 1 0 X 0 0 0 Jaishree Deshpande 1 0 X 0 0 0 Jane Hirsh 1 0 X 0 0 0 Jane Pappalardo 1 0 X 0 0 0 Jeffrey R Beir 1 0 X 0 0 0 Jonathan J Fleming 1 0 X 0 0 0 Kenneth D Legg 1 0 X 0 0 0 Kurt Melden 1 0 X 0 0 0 Laura Barker Morse 1 0 X 0 0 0 Lawrence A Siff 1 0 X 0 0 0 Leo X Liu 1 0 X 0 0 0 Leslie E Greis 1 0 X 0 0 0 Malcolm L Sherman 1 0 X 0 0 0 Matthew D Shedd 1 0 X 0 0 0 Michael A Champa 1 0 X 0 0 0 Nancy E Dempze 1 0 X 0 0 0 Ranch C Kimball 1 0 X 0 0 0 Richard A Carpenter 1 0 X 0 0 0 Richard A DiPerna 1 0 X 0 0 0 Richard M Burnes Jr 1 0 X 0 0 0 Stephen E Coit 1 0 X 0 0 0 Steven Haley 1 0 X 0 0 0 Thomas J Pincince 1 0 X 0 0 0 Wendy W Kistler 1 0 X 0 0 0 William H Swanson 1 0 X 0 0 0 Yet-Ming Chiang 1 0 X 0 0 0 John F Reno 1 0 X 0 0 0 Richard I Anders 1 0 X 0 0 0 Sandra O Moose 1 0 X 0 0 0 Tom Leighton 1 0 X 0 0 0 Vanu G Bose 1 0 X 0 0 0 Ioannis N Miaoulis 40 0 X X 474292 0 31757 Wayne Bouchard 40 0 X 262225 0 30654 John T Slakey 40 0 X 180944 0 26693 Joan Hadly 40 0 X 247500 0 24293 Lawrence Bell 40 0 X 201855 0 18762 Jonathan R Burke 40 0 X 188961 0 22219 Paul M Fontaine 40 0 X 190425 0 18341 Christine Cunningham 40 0 X 168110 0 9838 Cynthia G Mackey 40 0 X 155859 0 11664 E James Kraus 40 0 X 209850 0 14978 Marc Check 40 0 X 136284 0 15619 Yvonne Spicer 40 0 X 148603 0 12687 2564908 0 237505 24 0 1 0 Richard White Sons Inc 70 Rowe Street Auburndale MA 024661596 Construction/General Contracting 1984927 UGL Services Unicco 4002 Solutions Center Chicago IL 606774000 Custodial 1025039 Cambridge Seven Associates Inc 1050 Mass Ave Cambridge MA 02139 Architectural 567545 Aldon Electric 38 Greenwood Avenue Weymouth MA 02189 Construction 551294 Taylor Group 255 Biscayne Crescent Brampton Ontario CA L6W 4R2 Exhibit fabrication 335000 14 0 2528365 636211 0 11570942 22059779 1663981 36795297 Admissions 712110 10599426 10599426 0 0 Membership benefits 712110 4503360 4503360 0 0 Parking 812930 2300922 0 0 2300922 Educational program income 611699 2079079 2079079 0 0 Exhibit rental fees 712110 631519 631519 0 0 189727 189727 0 0 20304033 696869 0 -5685 702554 0 0 0 0 47057 47057 0 0 1560792 0 0 0 1560792 0 1560792 0 0 1560792 27993785 0 26183182 245825 1810603 -245825 1564778 0 10357 1554421 77209 636211 249751 -172542 0 -172542 0 0 0 0 0 0 4068617 2090122 1978495 1978495 0 0 Ancillary services 531120 1382566 0 470273 912293 Concession fees 453220 916954 0 0 916954 Sponsorship 900099 805913 0 0 805913 567708 0 0 567708 3673141 66447920 20028663 474945 9149015 4126153 4126153 329739 329739 76500 76500 0 0 1932368 818736 679016 434616 0 0 0 0 19999704 15759113 1695896 2544695 959032 748806 87505 122721 2234425 1744625 203876 285924 1612909 1259349 147167 206393 0 0 0 0 41288 0 41288 0 140870 0 140870 0 165529 100445 0 65084 99890 99890 192385 0 192385 0 3902887 3359082 251541 292264 2691560 2650815 20319 20426 2569108 2081555 216532 271021 532170 378552 105281 48337 7221 6616 605 0 2250698 1898266 304296 48136 1441044 1299894 109410 31740 0 0 0 0 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62246 89690 299374 292778 522096 592783 585333 644917 2637907 143080658 127226065 0.79726 0.80971 X "Other income" includes 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 182272 182272 45010894 45193166 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 221293 246318 184728 182272 834611 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 0 0 X X 0 90503649 1660634 8938849 95648 4597352 0 96410132 94883173 1826498 -1670043 111766 4424213 0 90503649 84084571 2062907 13305977 93683 4476599 0 94883173 77585393 1975603 8995803 64537 4407691 0 84084571 97478751 1145759 -15493109 68151 5477857 0 77585393 0.095 0.33 0.575 0 0 0 114102 114102 0 76488008 45033467 31454541 0 0 0 0 0 27813192 14557996 13255196 0 33470415 16808389 16662026 61485865 0 9480071 F Commingled trust funds 15238204 F Equity hedge funds 13731696 F Hedge fund of funds 23277247 F Other alternative investments 18095205 F Split interests and other 14418444 F 94240867 0 LT lia assoc w/ improvements made by lessee 2205252 Liability associated with split interest agreements 1512473 Asset retirement obligations (ASC 410) 1178941 Employer share of FICA 82345 Miscellaneous suspense 9756 4988767 X 78402024 6535941 2819711 0 205139 9560791 68841233 192385 -2585698 -2393313 66447920 60732712 2819711 0 0 2588116 5407827 55324885 192385 0 192385 55517270 SchD_P03_S00_L01 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. SchD_P03_S00_L04 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 - 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. SchD_P05_S00_L04 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 111 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 operations - 28%, Exhibit construction and maintenance - 31%, Program support - 15%, Mixed use (primarily exhibits and programs jointly) - 16%, Other (including Library, Access, and Internships) - 10% SchD_P10_S00_L02 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 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. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Amortization of liability $205,140; rounding variances -$1. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Cost of goods sold on Line 10b -$2,090,122; fundraising expenses on Line 8b -$249,751; loss on disposal of capital assets -$245,825. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Cost of goods sold reported in Part VIII $2,090,122; Fundraising expenses reported in Part VIII $249,751; Loss on disposal of capital assets $245,825; Capitalized bond fees $2,417; Rounding variances $1. 1 Central America and the Caribbean 0 0 Grantmaking 6000 East Asia and the Pacific 0 0 Grantmaking 24000 Europe (including Iceland and Greenland) 0 0 Grantmaking 2500 Middle East and North Africa 0 0 Grantmaking 10000 South America 0 0 Grantmaking 34000 Central America and the Caribbean 0 0 Speaking at Seminars or Conferences 2824 East Asia and the Pacific 0 0 Speaking at Seminars or Conferences 10006 Europe (including Iceland and Greenland) 0 0 Speaking at Seminars or Conferences 75069 North America (including Canada and Mexico, but not the United States) 0 0 Speaking at Seminars or Conferences 4834 South America 0 0 Speaking at Seminars or Conferences 5478 Sub-Saharan Africa 0 0 Speaking at Seminars or Conferences 7899 Central America and the Caribbean 0 0 Investments 21167941 Europe (including Iceland and Greenland) 0 0 Investments 7555000 0 0 28905551 South America Scholarships 14000 Wire transfer South America Scholarships 13000 Wire transfer East Asia and the Pacific Scholarships 10500 Wire transfer East Asia and the Pacific Scholarships 8000 Wire transfer South America Scholarships 7000 Wire transfer Central America and the Caribbean Scholarships 6000 Wire transfer Middle East and North Africa Scholarships 6000 Wire transfer East Asia and the Pacific Scholarships 5500 Wire transfer 8 0 1 0 1 1 1 0 SchF_P01_S00_L02 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, 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. SchF_P01_S00_L03 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 Comnet Marketing Group 1214 Stowe Ave Medford OR 97501 Telemarketing 0 18650 13516 5134 The Wayland Group Inc 323 Boston Post Rd 3C Sudbury MA 01776 Consulting / fundraising counsel 0 0 12873 -12873 Pentera Inc 8650 Commerce Park Pl Ste G Indianapolis IN 46268 Consulting 0 0 7160 -7160 Artsmarketing Services 260 King Street East 500 Toronto Ontario CA M54 4L5 Telemarketing 0 106237 47811 58426 Creative Donor Strategies 2727 S Braun Ct Lakewood CO 80228 Consulting 0 0 14563 -14563 124887 95923 28964 CT FL MA NH NY The Science Behind Gala 429061 381623 47438 0 0 5000 61035 0 101277 Washburn Award Event 88895 63895 25000 0 0 0 24 0 28393 3 195464 190693 4771 0 0 0 4990 7600 41432 713420 636211 77209 0 0 5000 66049 7600 171102 249751 -172542 SchG_P01_S00_L02b 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 $13,135. 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 Association of Science-Technology Centers 1025 Vermont Ave NW 500 Washington DC 20005 521926756 501(c)(3) 11985 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) 133175 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Davis Square Research Associates 119 College Ave 41 Somerville MA 02144 383792037 12000 0 n/a n/a Fed'l subaward: Bridging Eng., Sci., and Tech. Evergreene Research & Evaluation 127 Cobbler Lane Sugar Grove IL 60054 453341721 37770 0 n/a n/a Fed'l subaward: Creating Communities of Learners Exploratorium 3601 Lyon St San Francisco CA 94123 941696494 501(c)(3) 32775 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Family Services Association 3014 Rivas St San Antonio TX 78228 741117341 501(c)(3) 80000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion The Franklin Institute Science Museum 222 North 20th Street Philadelphia PA 19103 231370501 501(c)(3) 51320 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education The Friends of the Hennepin County Library 300 Nicollet Mall N-290 Minneapolis MN 55401 363579536 501(c)(3) 80000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Harvard University 1033 Mass Ave Ste 3 Cambridge MA 02138 042103580 501(c)(3) 26780 0 n/a n/a Fed'l subaward: Creating Communities of Learners Ideum Inc 2469 Corrales Rd Bldg C Corrales NM 87048 943385783 20909 0 n/a n/a Fed'l subaward: Creating Mus. Media for Everyone Johns Hopkins University 1101 E 33rd St Baltimore MD 21211 520595110 501(c)(3) 22970 0 n/a n/a Fed'l subaward: Creating Communities of Learners Lewis and Clark College 0615 SW Palatine Hill Rd Portland OR 97219 930386858 501(c)(3) 21041 0 n/a n/a Fed'l subaward: Creating Communities of Learners Little Black Pearl Art and Design Center 1060 East 47th St Chicago IL 60653 363994059 501(c)(3) 80000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501(c)(3) 9720 0 n/a n/a Fed'l subaward: Creating Communities of Learners Maryland Science Center 601 Light Street Baltimore MD 21230 520668166 501(c)(3) 30276 0 n/a n/a Fed'l subaward: Creating Communities of Learners Materials Research Society 506 Keystone Dr Warrendale PA 15086 311037979 501(c)(3) 37216 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Miami Science Museum 3280 S Miami Ave Miami FL 33133 590854960 501(c)(3) 80000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion New York Hall of Science 47-01 111th St Corona NY 11368 112104059 501(c)(3) 36424 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education North Carolina Museum of Life and Science 433 W Murray Ave Durham NC 27704 560938434 501(c)(3) 114636 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Oregon Museum of Science and Industry 1945 SE Water Ave Portland OR 97214 930402877 501(c)(3) 371667 0 n/a n/a 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 126937 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Science Museum of Minnesota 120 W Kellogg Blvd St Paul MN 55102 410706172 501(c)(3) 1840209 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education Sciencenter 601 First St Ithaca NY 14850 222470652 501(c)(3) 317267 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) 91179 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education University of Wisconsin 1220 Linden Dr Madison WI 53706 396028867 State of WI 43423 0 n/a n/a Fed'l subaward: Nanoscale Informal Science Education WGBH Educational Foundation One Guest Street Boston MA 02135 042104397 501(c)(3) 27836 0 n/a n/a Fed'l subaward: Creating Mus. Media for Everyone 23 3 Admission fee waivers 30406 0 121621 Retail price Fee waiver Course fee waivers 40 0 17550 Retail price Fee waiver Overnight program fee waivers 503 0 22646 Retail price Fee waiver Teacher stipends 214 108792 0 College scholarships 38 23500 0 Prizes and awards 3 35000 0 SchI_P01_S00_L02 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 bi-ennial 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 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Ioannis N Miaoulis 413425 0 0 0 60867 0 19125 0 15848 0 509265 0 0 0 Wayne Bouchard 252756 0 0 0 9469 0 14927 0 10848 0 288000 0 0 0 Joan Hadly 244069 0 0 0 3432 0 18396 0 6032 0 271929 0 0 0 E James Kraus 208577 0 0 0 1273 0 13548 0 2500 0 225898 0 0 0 Lawrence Bell 200598 0 0 0 1256 0 15311 0 4032 0 221197 0 0 0 Paul M Fontaine 189634 0 0 0 791 0 14718 0 3978 0 209121 0 0 0 Jonathan R Burke 188779 0 0 0 182 0 11179 0 10848 0 210988 0 0 0 John T Slakey 180187 0 0 0 756 0 14391 0 12848 0 208182 0 0 0 Christine Cunningham 167970 0 0 0 140 0 9310 0 0 0 177420 0 0 0 Cynthia G Mackey 154947 0 0 0 912 0 12125 0 0 0 167984 0 0 0 Yvonne Spicer 148326 0 0 0 277 0 8655 0 4032 0 161290 0 0 0 Marc Check 136173 0 0 0 111 0 6568 0 10848 0 153700 0 0 0 SchJ_P01_S00_L01a 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. SchJ_P01_S00_L03 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 and 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. Verizon Ttee Moose is a Dir. of Verizon 100251 Payment for phone service 0 SchL_P04_S00_L00 Schedule L, Part IV 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. X 3 1750 Market X 48 1496569 Market (hi/lo) X 2 0 n/a X 4 0 n/a X Software 1 150000 List price X Educational mat'ls 1 2512 List price X Misc. equipment 3 13150 List price 0 0 1 0 SchM_P01_S00_L00 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. SchM_P01_S00_L33 Schedule M, 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. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Museum's Form 990 is prepared by the staff of the Accounting Department. It is then reviewed by the CFO and presented to the Audit Committee of the Museum's Board for further review. After the Audit Committee review, the final version of Form 990 is provided to all members of the Museum's Board before the form is filed. Form 990 is also reviewed by the Museum's auditor. F990_P06_S0B_L12c 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 detailed 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. F990_P06_S0B_L15 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 and 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. F990_P06_S0C_L19 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. F990_P11_S00_L09 Form 990, Part XI, Line 9 Change in value of split interest agreements $3,916,148; amortization of liability $205,140; capitalized bond fees -$2,417; rounding variances -$1. 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 0 86088 Charitable Remainder Unitrusts (4) 1 Science Park Boston MA 02114 Charitable Remainder Unitrust MA N/A T 0 1890092 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Science Museum Exhibit Collaborative b 100000 Cash