WOODS HOLE OCEANOGRAPHIC INSTITUTION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WOODS HOLE OCEANOGRAPHIC INSTITUTION (EIN 04-2105850)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-12-18
- IRS object ID
- 201303529349300725
- Schema version
- 2012v2.3
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-18T15:34:00-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105850 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODS HOLE OCEANOGRAPHIC INSTITUTION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DANA FERNANDEZ CONTROLLER | InCareOfName |
| Name Control | WOOD | NameControl |
| Phone | 5084572000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 WOODS HOLE ROAD MS 14 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WOODS HOLE | City |
| State | MA | State |
| ZIP Code | 02543 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY FERNANDEZ | Name |
| Title | CFO/VP FIN & ADMIN | Title |
| Phone | 5084572000 | Phone |
| Date Signed | 2013-12-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | SUSAN AVERY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 WOODS HOLE ROAD MS 14 | AddressLine1 |
| City | WOODS HOLE | City |
| State | MA | State |
| ZIP Code | 02543 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 557473343 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.whoi.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1930 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1181 | TotalNbrEmployees |
| Total Nbr Volunteers | 81 | TotalNbrVolunteers |
| Total Gross UBI | 231606 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 174059 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 204529422 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 199587473 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11097891 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11192143 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13687895 | InvestmentIncomePriorYear |
| Investment Income Current Year | 73174754 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1702199 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1264526 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 231017407 | TotalRevenuePriorYear |
| Total Revenue Current Year | 285218896 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9549957 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8829405 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 82840984 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 100330855 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3247871 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 134168352 | OtherExpensePriorYear |
| Other Expenses Current Year | 115037885 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 226559293 | TotalExpensesPriorYear |
| Total Expenses Current Year | 224198145 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4458114 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 61020751 | RevenuesLessExpensesCY |
| Total Assets BOY | 497650905 | TotalAssetsBOY |
| Total Assets EOY | 521961251 | TotalAssetsEOY |
| Total Liabilities BOY | 233521324 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 241629676 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 264129581 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 280331575 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 190724841 | Expense |
| Grants | 8405594 | Grants |
| Revenue | 221859 | Revenue |
| Description | Sponsored and Institutional Research in oceanography and related fields: Of the 930 Sponsored Research Awards, 510 awards are from 9 Federal agencies and 420 are from 137 other sponsors. Institution Research sponsored 121 projects from unrestricted funds. In addition, Woods Hole Oceanographic Institution issued 528 publications in 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9616379 | Expense |
| Grants | 423811 | Grants |
| Revenue | 11192143 | Revenue |
| Description | Education: Joint Graduate Program with M.I.T. in the marine sciences. In 2012 there were 128 Graduate Students, 26 degree recipients, 55 Post Doctoral Scholars and Fellows, 13 Geophysical Fluid Dynamics Program participants, 32 Summer Student Fellows and 75 Guest Students. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 200341220 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 175 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1181 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANA FERNANDEZ CONTROLLER | NamePerson |
| Telephone Number | 5082893505 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MS 14 569 WOODS HOLE RD | AddressLine1 |
| City | WOODS HOLE | City |
| State | MA | State |
| ZIP Code | 02543 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (54 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS B WHEELER | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| RODNEY B BERENS | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| MICHELE S FOSTER | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| ROBERT A DAY JR | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| ALFRED T DENGLER | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| SARA G DENT | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| ERIC H JOSTROM | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| JEFFERSON E HUGHES JR | |||||||||
| TRUSTEE (AS OF 5/24/12) | 2.5 | X | |||||||
| COLEMAN P BURKE | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| NANCY S NEWCOMB | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| CARL E PETERSON | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| HARDWICK SIMMONS | |||||||||
| TREASURER (AS OF 5/12)/TRUSTEE | 2.5 | X | |||||||
| RICHARD F SYRON | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| STEPHEN E TAYLOR | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| THOMAS J TIERNEY | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| GEORGETTE C MCCONNELL | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| GEOFFREY A THOMPSON | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| PETER A ARON | |||||||||
| TRUSTEE (UNTIL 5/24/2012) | 2.5 | X | |||||||
| ROBERT C DUCOMMUN | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| JAMES M CLARK JR | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| SHERRI GOODMAN | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| JOHN F OBRIEN | |||||||||
| CHAIRMAN OF THE CORPORATION | 2.5 | X | |||||||
| JOSEPH F PATTON JR | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| NEWTON PS MERRILL | |||||||||
| CHAIRMAN OF THE BOARD | 2.5 | X | |||||||
| JOYCE K MOSS | |||||||||
| TRUSTEE (AS OF 5/24/12) | 2.5 | X | |||||||
| MICHELE G SCAVONGELLI | |||||||||
| Trustee (UNTIL 1/19/2012) | 2.5 | X | |||||||
| ARTHUR YORKE ALLEN | |||||||||
| Trustee | 2.5 | X | |||||||
| JOSEPH D ROXE | |||||||||
| treasurer (UNTIL 5/12)/TRUSTEE | 2.5 | X | |||||||
| JAMES A AUSTIN JR | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| ROBERT L JAMES | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| SUSAN K AVERY | |||||||||
| PRESIDENT/DIRECTOR | 40.0 | X | X | 533864 | 0 | 107429 | |||
| JAMES L DUNLAP | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| STEVEN G HOCH | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| THOMAS G NEMMERS | |||||||||
| EXEC PROJ MGR/CLERK OF CORP | 40.0 | X | X | 108495 | 0 | 42210 | |||
| JEAN C TEMPEL | |||||||||
| trustee | 2.5 | X | |||||||
| HAMILTON E JAMES | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| ROBERT M BAYLIS | |||||||||
| trustee | 2.5 | X | |||||||
| JAMES P ROSENFIELD | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| GARY ROUGHEAD | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| EDMUND B WOOLLEN | |||||||||
| TRUSTEE | 2.5 | X | |||||||
| DAVID B SCULLY | |||||||||
| TRUSTEE (AS OF 5/24/12) | 2.5 | X | |||||||
| JEFFREY A FERNANDEZ | |||||||||
| CFO/VP FIN & ADMIN(AS OF 7/12) | 40.0 | X | 137434 | 0 | 52569 | ||||
| EMILY H SCHORER | |||||||||
| INT CFO (UNTIL 7/12)/CAO | 40.0 | X | 182652 | 0 | 40049 | ||||
| DANA FERNANDEZ | |||||||||
| INT CFO(UNTIL 7/12)/CONTROLLER | 40.0 | X | 165410 | 0 | 37584 | ||||
| LAURENCE MADIN | |||||||||
| EXECUTIVE VP/DIRECTOR | 40.0 | 287102 | 0 | 82201 | X | ||||
| ROBERT MUNIER | |||||||||
| VP MAR FAC & OP | 40.0 | 246721 | 0 | 63739 | X | ||||
| ROBERT WELLER | |||||||||
| SENIOR SCIENTIST | 40.0 | 236373 | 0 | 66353 | X | ||||
| JAMES YODER | |||||||||
| VICE PRESIDENT OF ACADEMICS | 40.0 | 234086 | 0 | 73492 | X | ||||
| PRIYA MCCUE | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.0 | 241333 | 0 | 56343 | X | ||||
| JOHN H TROWBRIDGE | |||||||||
| SENIOR SCIENTIST | 40.0 | 221104 | 0 | 60387 | X | ||||
| WILLIAM JENKINS | |||||||||
| SENIOR SCIENTIST | 40.0 | 215448 | 65536 | X | |||||
| SUSAN HUMPHRIS | |||||||||
| SENIOR SCIENTIST | 40.0 | 200432 | 0 | 64548 | X | ||||
| DONALD ANDERSON | |||||||||
| SENIOR SCIENTIST | 40.0 | 194881 | 0 | 71465 | X | ||||
| JUDY MCDOWELL | |||||||||
| DEPT. CHAIR | 40.0 | 184730 | 0 | 62828 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3390065 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 946733 | TotalOtherCompensation |
| Number Individuals GT100 K | 254 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COLUMBIA CONSTRUCTION | |||||
| PO BOX 220 | NORTH READING | MA | 01864 | CONSTRUCTION SERVICE | 7593810 |
| RAYTHEON COMPANY | |||||
| 870 WINTER STREET | WALTHAM | MA | 024511449 | TECHNOLOGY SERVICES | 3110495 |
| SOUTHWEST RESEARCH INSTITUTE | |||||
| 6220 CULEBRA ROAD | SAN ANTONIO | TX | 782280510 | RESEARCH/DEV SERVICE | 2981658 |
| SCRIPPS INSTITUTION OF OCEANOGRAPHY | |||||
| 8622 KENNEL WAY | LA JOLLA | CA | 92037 | RESEARCH/DEV SERVICE | 2704066 |
| TELEDYNE WEBB RESEARCH | |||||
| 82 TECHNOLOGY PARK DRIVE | EAST FALMOUTH | MA | 02536 | ENGINEER/WASTE SVC | 1997765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 83 | NumberOfContractorsGT100K |
| Government Grants | 133485103 | GovernmentGrants |
| All Other Contributions | 66102370 | AllOtherContributions |
| Noncash Contributions | 919884 | NoncashContributions |
| Total Contributions | 199587473 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11192143 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11192143 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11192143 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2805300 | TotalRevenueColumn |
| Exclusion | $2,805,300 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 180696 | TotalRevenueColumn |
| Exclusion | $180,696 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 554852 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 312441 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 242411 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 242411 | TotalRevenueColumn |
| Exclusion | $242,411 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 339251460 | Securities |
| Other | 3060000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 267232006 | Securities |
| Other | 4710000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72019454 | Securities |
| Other | -1650000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70369454 | TotalRevenueColumn |
| Unrelated Business Revenue | 231606 | UnrelatedBusinessRevenue |
| Exclusion | $70,137,848 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| INFO CENTER INCOME | 541900 | 221859 | 221859 | |
| OTHER INCOME | 900099 | 619560 | $619,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 841419 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 285218896 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11414002 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 231606 | UnrelatedBusinessRevenue |
| Exclusion | $73,985,815 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8829405 | Total |
| Program Services | 8829405 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1732462 | Total |
| Program Services | 535108 | ProgramServices |
| Management And General | 1150750 | ManagementAndGeneral |
| Fundraising | 46604 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64928195 | Total |
| Program Services | 58849719 | ProgramServices |
| Management And General | 5025684 | ManagementAndGeneral |
| Fundraising | 1052792 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7875041 | Total |
| Program Services | 7137792 | ProgramServices |
| Management And General | 609557 | ManagementAndGeneral |
| Fundraising | 127692 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20786710 | Total |
| Program Services | 15983005 | ProgramServices |
| Management And General | 4071735 | ManagementAndGeneral |
| Fundraising | 731970 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5008447 | Total |
| Program Services | 4539564 | ProgramServices |
| Management And General | 387672 | ManagementAndGeneral |
| Fundraising | 81211 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1607702 | Total |
| Program Services | 6026 | ProgramServices |
| Management And General | 1601626 | ManagementAndGeneral |
| Fundraising | 50 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493940 | Total |
| Management And General | 493940 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2464607 | Total |
| Management And General | 2464607 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5011991 | Total |
| Program Services | 4759379 | ProgramServices |
| Management And General | 240632 | ManagementAndGeneral |
| Fundraising | 11980 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339297 | Total |
| Program Services | 265747 | ProgramServices |
| Management And General | 33980 | ManagementAndGeneral |
| Fundraising | 39570 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18203396 | Total |
| Program Services | 17998606 | ProgramServices |
| Management And General | 190010 | ManagementAndGeneral |
| Fundraising | 14780 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500074 | Total |
| Program Services | 409363 | ProgramServices |
| Management And General | 87403 | ManagementAndGeneral |
| Fundraising | 3308 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4033976 | Total |
| Program Services | 1395436 | ProgramServices |
| Management And General | 2450912 | ManagementAndGeneral |
| Fundraising | 187628 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5945809 | Total |
| Program Services | 5772292 | ProgramServices |
| Management And General | 152715 | ManagementAndGeneral |
| Fundraising | 20802 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5150870 | Total |
| Program Services | 5150870 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8324908 | Total |
| Program Services | 8011152 | ProgramServices |
| Management And General | 313756 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2293225 | Total |
| Program Services | 1889952 | ProgramServices |
| Management And General | 403273 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT | 9086200 | 8980780 | 97483 | 7937 |
| OUTSIDE SERVICES | 15095435 | 14578466 | 344178 | 172791 |
| EQUIPMENT RENT & MAINTENANCE | 7671342 | 7227226 | 418471 | 25645 |
| SUBCONTRACTS | 19719731 | 19719731 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9095382 | Total |
| Program Services | 8301601 | ProgramServices |
| Management And General | 70670 | ManagementAndGeneral |
| Fundraising | 723111 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224198145 | Total |
| Program Services | 200341220 | ProgramServices |
| Management And General | 20609054 | ManagementAndGeneral |
| Fundraising | 3247871 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1053636 | BOY |
| EOY | -52249 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14522647 | BOY |
| EOY | 15616907 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4106212 | BOY |
| EOY | 1863500 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27172694 | BOY |
| EOY | 25468551 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21418 | BOY |
| EOY | 15621 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1120089 | BOY |
| EOY | 991871 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2204477 | BOY |
| EOY | 2194191 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8154446 | BOY |
| EOY | 8027266 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 198359976 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 108876031 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86387460 | BOY |
| EOY | 89483945 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331731056 | BOY |
| EOY | 360777108 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23284042 | BOY |
| EOY | 17574540 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497650905 | BOY |
| EOY | 521961251 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28446071 | BOY |
| EOY | 28003078 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18809354 | BOY |
| EOY | 16041353 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60613400 | BOY |
| EOY | 59119471 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13000000 | BOY |
| EOY | 25000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112652499 | BOY |
| EOY | 113465774 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233521324 | BOY |
| EOY | 241629676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -20904454 | BOY |
| EOY | -26168451 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202547002 | BOY |
| EOY | 224192568 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82487033 | BOY |
| EOY | 82307458 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264129581 | BOY |
| EOY | 280331575 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497650905 | BOY |
| EOY | 521961251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 61020751 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -30623773 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -14194984 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 154056468 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 156486206 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182249525 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 204529422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 199587473 | CurrentTaxYear |
| Total | 896909094 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 154056468 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 156486206 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182249525 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 204529422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 199587473 | CurrentTaxYear |
| Total | 896909094 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 896909094 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4460464 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4254074 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4380118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4720711 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3540848 | CurrentTaxYear |
| Total | 21356215 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 341665 | CurrentTaxYearMinus1Year |
| Total | 341665 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 337128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 595971 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 431947 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1325380 | CurrentTaxYearMinus1Year |
| Current Tax Year | 841419 | CurrentTaxYear |
| Total | 3531845 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 922138819 | TotalSupport |
| Gross Receipts From Admissions Etc | 53728272 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97264 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97040 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $267 | MailingsMembersAmount |
| Publications Or Broadcast | true | PublicationsOrBroadcast |
| Publications Or Broadcast | $1,892 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $24,697 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $3,975 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 30831 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITY EXPLANATION | Identifier |
| Return Reference | SCHEDULE C | ReturnReference |
| Explanation | THE WOODS HOLE OCEANOGRAPHIC INSTITUTION DID NOT PARTICIPATE OR INTERVENE IN ANY POLITICAL CAMPAIGNS. THE WOODS HOLE OCEANOGRAPHIC INSTITUTION EMPLOYS A DIRECTOR OF GOVERNMENT RELATIONS WHO IS REGISTERED AS A LOBBYIST WITH THE U.S. SENATE AND THE U.S. HOUSE OF REPRESENTATIVES TO LOBBY ON A BROAD RANGE OF POLICY AND SPENDING LEGISLATION RELATING TO OCEAN SCIENCE. SPECIFICALLY, WHOI LOBBIES FOR INCREASED FUNDING FOR COMPETITIVE OCEAN SCIENCE GRANT PROGRAMS IN THE US NAVY, THE NATIONAL SCIENCE FOUNDATION, AND THE NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION. IN ADDITION, THE INDIVIDUAL REPORTS TO WOODS HOLE OCEANOGRAPHIC INSTITUTION ON DEVELOPMENTS AND ISSUES OF INTEREST TO AND/OR FACING THE INSTITUTION. FOR THE YEAR ENDED DECEMBER 31, 2012, WHOI PAID $8,115 IN COMPENSATION TO THIS INDIVIDUAL FOR LOBBYING ACTIVITIES. DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY PRODUCED COSTS OF $16,582 FOR DOMESTIC TRAVEL, MEALS, AND OFFICE RENT. THE ORGANIZATION PAID MEMBERSHIP DUES OF $1,080 TO MEMBER ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. ADDITIONAL COSTS WERE INCURRED FOR MAILINGS ($267), PUBLICATIONS ($1,892), AND SEMINARS ($2,895). WHOI ALSO PROVIDES EXPERT ADVICE TO CONGRESS ON OCEAN MATTERS INCLUDING ENVIRONMENTAL QUALITY, CLIMATE CHANGE AND MARINE RESOURCES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 2 | TotalNumberOfEasements |
| Total Acreage | 15.45 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | true | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 12.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 1211 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | true | Sect170hRequirementsSatisfied |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 329699724 | BeginningOfYearBalance |
| Contributions | 4707590 | Contributions |
| Investment Earnings Or Losses | 40348644 | InvestmentEarningsOrLosses |
| Other Expenditures | 4450512 | OtherExpenditures |
| End Of Year Balance | 370305446 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 347898559 | BeginningOfYearBalance |
| Contributions | 2493109 | Contributions |
| Investment Earnings Or Losses | -7074013 | InvestmentEarningsOrLosses |
| Other Expenditures | 13617931 | OtherExpenditures |
| End Of Year Balance | 329699724 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 317845815 | BeginningOfYearBalance |
| Contributions | 7995383 | Contributions |
| Investment Earnings Or Losses | 38354918 | InvestmentEarningsOrLosses |
| Other Expenditures | 16297557 | OtherExpenditures |
| End Of Year Balance | 347898559 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 264540552 | BeginningOfYearBalance |
| Contributions | 788623 | Contributions |
| Investment Earnings Or Losses | 69276908 | InvestmentEarningsOrLosses |
| Other Expenditures | 15348010 | OtherExpenditures |
| Administrative Expenses | 1412258 | AdministrativeExpenses |
| End Of Year Balance | 317845815 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 383839989 | BeginningOfYearBalance |
| Contributions | 1638049 | Contributions |
| Investment Earnings Or Losses | -101788792 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6682238 | GrantsOrScholarships |
| Other Expenditures | 6992993 | OtherExpenditures |
| Administrative Expenses | 5473463 | AdministrativeExpenses |
| End Of Year Balance | 264540552 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.24480 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.19680 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.55840 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 203724 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1361868 | OtherCostOrOtherBasis |
| Book Value | 1565592 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 774217 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 51649054 | OtherCostOrOtherBasis |
| Depreciation | 21248194 | Depreciation |
| Book Value | 31175077 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32033763 | OtherCostOrOtherBasis |
| Depreciation | 25011520 | Depreciation |
| Book Value | 7022243 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1069184 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 111268166 | OtherCostOrOtherBasis |
| Depreciation | 62616317 | Depreciation |
| Book Value | 49721033 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 89483945 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SUPPLEMENT RETIREMENT RESERVE | $7,822,553 |
| ACCRUED PENSION LIABILITY | $105,643,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 113465774 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 249869003 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -30623773 | NetUnrealizedGainsInvestments |
| Other Revenues | -2464607 | OtherRevenues |
| Revenue Not Rptd F990 | -33088380 | RevenueNotRptdF990 |
| Revenue Subtotal | 282957383 | RevenueSubtotal |
| Other Revenues Not Included | -312441 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -312441 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 282644942 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 222045979 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 312441 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 312441 | ExpensesNotRptdF990 |
| Expenses Subtotal | 221733538 | ExpensesSubtotal |
| Other Expenses Not Included | 2464607 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2464607 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 224198145 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CONSERVATION EASEMENTS | FORM 990, SCHEDULE D, PART II, LINE 5 | FACILITIES OFFICE PERSONNEL WALK THE CONSERVATION EASEMENT AREAS TWICE A YEAR TO ENSURE THAT THERE ARE NO ENCROACHMENTS ON THE 15.45 ACRES AND THAT THERE ARE NO PROHIBITED USES AS DEFINED IN THE TERMS OF THE CONSERVATION RESTRICTIONS. |
| FORM 990, SCHEDULE D, PART II, LINE 9 | THE WOODS HOLE OCEANOGRAPHIC INSTITUTION'S CONSERVATION EASEMENTS ARE NOT ACCOUNTED FOR SEPARATELY, BUT ARE INCLUDED AS PART OF LAND ON THE BALANCE SHEET. | |
| INTENDED USE OF ENDOWMENT FUND | FORM 990, SCHEDULE D, PART V, LINE 4 | -PROVIDE A STREAM OF INCOME IN SUPPORT OF ANNUAL BUDGETARY NEEDS. -PRESERVE AND ENHANCE THE REAL (INFLATION-ADJUSTED) PURCHASING POWER. -PROVIDE SUPPORT FOR CAPITAL INVESTMENT NEEDS AS THEY ARISE. |
| other liabilities | SCHEDULE D, PART X, LINE 2 | Woods Hole Oceanographic Institution does not have a fin 48 footnote in its financial statements. |
| REVENUE INCLUDED ON BOOKS BUT NOT ON RETURN | FORM 990, SCHEDULE D, PART XI, LINE 2D | INVESTMENT MANAGEMENT FEES (2,464,607) REVENUE INCLUDED ON RETURN BUT NOT ON BOOKS FORM 990, SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSE (312,441) |
| EXPENSES INCLUDED ON BOOKS BUT NOT ON RETURN | FORM 990, SCHEDULE D, PART XII, LINE 2D | RENTAL EXPENSE 312,441 EXPENSES INCLUDED ON RETURN BUT NOT ON BOOKS FORM 990, SCHEDULE D, PART XII, LINE 4B INVESTMENT MANAGEMENT FEES 2,464,607 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 1 | Program Services | SHIP OPERATIONS | 3317 |
| Europe (Including Iceland and Greenland) | 0 | 3 | Program Services | SHIP OPERATIONS | 5551 |
| North America | 0 | 1 | Program Services | SHIP OPERATIONS | 2700 |
| East Asia and the Pacific | 0 | 8 | Program Services | SCIENTIFIC RESEARCH | 60960 |
| Europe (Including Iceland and Greenland) | 1 | 9 | Program Services | SCIENTIFIC RESEARCH | 105008 |
| Middle East and North Africa | 1 | 6 | Program Services | SCIENTIFIC RESEARCH | 18238 |
| North America | 1 | 6 | Program Services | SCIENTIFIC RESEARCH | 5073 |
| Sub-Saharan Africa | 0 | 8 | Program Services | SCIENTIFIC RESEARCH | 103843 |
| Central America and the Caribbean | 0 | 0 | Investments | 14257463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 3 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 42 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 3 | TotalNumberOfOffices |
| Total Number Of Employees | 42 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 14562153 | SubtotalAmountSpent |
| Total Amount Spent | 14562153 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF FOREIGN ACTIVITIES | SCHEDULE F, PART I, LINE 3 | WOODS HOLE OCEANOGRAPHIC INSTITUTION (WHOI) OPERATES TWO U.S. GOVERNMENT-OWNED OCEANOGRAPHIC RESEARCH VESSELS UNDER THE UNIVERSITY-NATIONAL OCEANOGRAPHIC LABORATORY SYSTEM (UNOLS). THE SHIPS OPERATE BY "LEGS," PERIODS OF TIME AT SEA. EACH LEG ENDS IN A PORT OF CALL TO DISEMBARK RESEARCHERS, EQUIPMENT AND SOMETIMES MARINE CREW, THEN LOAD EQUIPMENT, AND BOARD THE NEXT SET OF RESEARCHERS AND SOMETIMES CREW MEMBERS FOR THE FOLLOWING LEG. SOME PORTS OF CALL ARE IN FOREIGN REGIONS AS DETERMINED BY GRANTS THAT FUND SHIP OPERATIONS. WHOI DOES NOT CONSIDER THESE TRANSIENT ACTIVITIES TO CONSTITUTE FOREIGN ACTIVITIES THAT SHOULD BE REPORTED ON FORM 990, SCHEDULE F. IN ALL OF THESE CASES THE PURPOSE OF JOINING A SHIP IS TO CONDUCT RESEARCH ACTIVITIES OR SHIP OPERATIONS AT SEA, NOT IN THE FOREIGN COUNTRY. HOWEVER, AGENTS, PRIMARILY SHIP'S AGENTS WHO ARE PAID FOR SERVICES TO FACILITATE THE TURNOVER BETWEEN LEGS AT SEA, ARE REPORTED BY NUMBER AND TOTAL EXPENDITURES (PART I, LINE 3, COLUMN (C)AND(F)). |
| ACTIVITIES PER REGION | PART I, LINE 3, COLUMNS (B) & (F) | REPORTABLE INFORMATION IS OBTAINED THROUGH WHOI'S FINANCIAL MANAGEMENT SYSTEM. PROVISION OF COLUMN (F) DATA FOR THE UNIVERSITY WAS FACILITATED BY A LOCALLY-IMPOSED ACCOUNTING PROCEDURE THAT SEPARATES COSTS INCURRED INSIDE ITS BORDERS FROM THOSE INCURRED OUTSIDE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| TUITION/FELLOWSHIPS & SCHOLARSHIPS | 74 | 6759175 | BOOK | TUITION | |
| STIPENDS | 68 | 2070230 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MAINTAINING RECORDS | Identifier |
| Return Reference | FORM 990, SCHEDULE I, PART I, LINE 1 | ReturnReference |
| Explanation | APPLICATIONS FOR ADMISSIONS ARE REVIEWED BY FACULTY. STUDENTS ARE ADMITTED BASED UPON THEIR ACADEMIC RECORD, AND ALL ARE GIVEN SUPPORT THROUGH EITHER WHOI OR MIT. WRITTEN RECORDS OF ALL DECISIONS ARE RETAINED. MONITORING USE OF GRANT FUNDS FORM 990, SCHEDULE I, PART I, LINE 2 EACH STUDENT'S ACADEMIC PROGRESS IS EVALUATED YEARLY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN K AVERY | ||||||||||||||
| PRESIDENT/DIRECTOR | 381870 | 0 | 0 | 0 | 151994 | 0 | 87745 | 0 | 19684 | 0 | 641293 | 0 | 0 | 0 |
| LAURENCE MADIN | ||||||||||||||
| EXECUTIVE VP/DIRECTOR | 262670 | 0 | 0 | 0 | 24432 | 0 | 69648 | 0 | 12553 | 0 | 369303 | 0 | 0 | 0 |
| ROBERT WELLER | ||||||||||||||
| SENIOR SCIENTIST | 212455 | 0 | 0 | 0 | 23918 | 0 | 51766 | 0 | 14587 | 0 | 302726 | 0 | 0 | 0 |
| JEFFREY A FERNANDEZ | ||||||||||||||
| CFO/VP FIN & ADMIN(AS OF 7/12) | 137434 | 0 | 0 | 0 | 0 | 0 | 13327 | 0 | 39242 | 0 | 190003 | 0 | 0 | 0 |
| SUSAN HUMPHRIS | ||||||||||||||
| SENIOR SCIENTIST | 176696 | 0 | 0 | 0 | 23736 | 0 | 48705 | 0 | 15843 | 0 | 264980 | 0 | 0 | 0 |
| JAMES YODER | ||||||||||||||
| VICE PRESIDENT OF ACADEMICS | 222042 | 0 | 0 | 0 | 12044 | 0 | 57049 | 0 | 16443 | 0 | 307578 | 0 | 0 | 0 |
| THOMAS G NEMMERS | ||||||||||||||
| EXEC PROJ MGR/CLERK OF CORP | 101227 | 0 | 0 | 0 | 7268 | 0 | 26926 | 0 | 15284 | 0 | 150705 | 0 | 0 | 0 |
| DONALD ANDERSON | ||||||||||||||
| SENIOR SCIENTIST | 170978 | 0 | 0 | 0 | 23903 | 0 | 48537 | 0 | 22928 | 0 | 266346 | 0 | 0 | 0 |
| PRIYA MCCUE | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | 224098 | 0 | 0 | 0 | 17235 | 0 | 38283 | 0 | 18060 | 0 | 297676 | 0 | 0 | 0 |
| ROBERT MUNIER | ||||||||||||||
| VP MAR FAC & OP | 223173 | 0 | 0 | 0 | 23548 | 0 | 43645 | 0 | 20094 | 0 | 310460 | 0 | 0 | 0 |
| JUDY MCDOWELL | ||||||||||||||
| DEPT. CHAIR | 162425 | 0 | 0 | 0 | 22305 | 0 | 47925 | 0 | 14903 | 0 | 247558 | 0 | 0 | 0 |
| EMILY H SCHORER | ||||||||||||||
| INT CFO (UNTIL 7/12)/CAO | 165490 | 0 | 0 | 0 | 17162 | 0 | 28897 | 0 | 11152 | 0 | 222701 | 0 | 0 | 0 |
| DANA FERNANDEZ | ||||||||||||||
| INT CFO(UNTIL 7/12)/CONTROLLER | 165226 | 0 | 0 | 0 | 184 | 0 | 26797 | 0 | 10787 | 0 | 202994 | 0 | 0 | 0 |
| JOHN H TROWBRIDGE | ||||||||||||||
| SENIOR SCIENTIST | 197714 | 0 | 0 | 0 | 23390 | 0 | 48166 | 0 | 12221 | 0 | 281491 | 0 | 0 | 0 |
| WILLIAM JENKINS | ||||||||||||||
| SENIOR SCIENTIST | 192021 | 0 | 23427 | 50093 | 15443 | 280984 | 0 | |||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HOUSING ALLOWANCE DESCRIPTION | FORM 990, SCHEDULE J, LINE 1B | AN ON-SITE RESIDENCE IS MADE AVAILABLE TO THE PRESIDENT/DIRECTOR AS AN ELEMENT OF HER EMPLOYMENT CONTRACT. IMPUTED INCOME IS CALCULATED FOR THIS HOUSING PROVISION. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | FORM 990, SCHEDULE J, LINE 4B | THE ORGANIZATION MAINTAINS A RETIREMENT BENEFIT RESTORATION PLAN "PLAN" FOR CERTAIN EMPLOYEES. UNDER THE PLAN, PARTICIPANTS ARE ENTITLED TO CERTAIN RESTORATION BENEFIT PAYMENTS UPON OBTAINMENT OF TARGET RETIREMENT AGE, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION. FOR 2012, SUSAN AVERY RECEIVED $102,770. ACCRUALS FOR PLAN PARTICIPANTS ARE REFLECTED IN SCHEDULE J, PART II, COLUMN C. CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II ARE ELIGIBLE TO PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PLAN. UNDER THE PLAN, PARTICIPANTS ARE ENTITLED TO CERTAIN BENEFITS UPON RETIREMENT. CONTRIBUTIONS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHEFA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 042456011 | IssuerEIN |
| CUSIP Number | 57586ECE9 | CUSIPNumber |
| Date Issued | 2008-12-04 | DateIssued |
| Issue Price | 64403887 | IssuePrice |
| Description Of Purpose | REFINANCED BOND ISSUE OF 6/29/2004 | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 5363410 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 64482881 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 592200 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 10190681 | CapitalExpenditures |
| Other Spent Proceeds | 53700000 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | true | AnyResearchAgreements |
| Engage Bond Counsel Research | false | EngageBondCounselResearch |
| Prcntge Prvt Business Use By Others | 0.01276 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.01276 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | false | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Exception To Rebate | true | ExceptionToRebate |
| No Rebate Due | true | NoRebateDue |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TOTAL PROCEEDS OF ISSUE | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | SCHEDULE K, PART II, LINE 3 THE AMOUNT REPORTED INCLUDES TOTAL PROCEEDS OF ISSUE AND INTEREST EARNED OF $78,994. SCHEDULE K, PART IV, LINE 2C THE REBATE COMPUTATION WAS PERFORMED ON 12/31/2012. POLICIES SCHEDULE K, PART III, LINE 9 & PART IV, LINE 7 THE ORGANIZATION IS IN THE PROCESS OF ESTABLISHING WRITTEN PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE ISSUE ARE REMEDIATED IN ACCORDANCE WITH THE FEDERAL REQUIREMENTS AND TO MONITOR COMPLIANCE WITH ARBITRAGE, YIELD RESTRICTION, AND REBATE REQUIREMENTS. THESE WRITTEN PROCEDURES ARE EXPECTED TO BE ADOPTED IN 2013. SCHEDULE K, PART V WOODS HOLE OCEANOGRAPHIC INSTITUTION IS IN THE PROCESS OF IMPLEMENTING WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATIONS. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|---|
| DONALD ANDERSON | |||||||
| FORMER KEY EMPLOYEE | EDUCATION | X | $25,000 | 15000 | false | true | false |
| THOMAS NEMMERS | |||||||
| OFFICER | COMPUTER | X | $675 | 621 | false | true | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 15621 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance | Purpose Of AssistancePurposeOfAssistance |
|---|---|---|
| 22496 | STIPEND/FELLOW | EDUCATION |
| 37630 | EDUC. ASSIST | EDUCATION |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 509884 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 410000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTRIBUTION METHOD | Identifier |
| Return Reference | FORM 990, SCHEDULE M, PART I, COLUMN (B) | ReturnReference |
| Explanation | WOODS HOLE OCEANOGRAPHIC INSTITUTION HAS REPORTED THE NUMBER OF CONTRIBUTIONS ON THIS SCHEDULE. FORM 990, SCHEDULE M, PART I, LINE 32B THE ORGANIZATION USED A THIRD PARTY TO PROCESS NONCASH CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| WOODS HOLE OCEANOGRAPHIC INSTITUTION IS AMENDING ITS FORM 990 TO REFLECT | UPDATED INFORMATION IN PART VII AND SCHEDULE J. | MISSION STATEMENT FORM 990, PART I, LINE 1 AND PART III, LINE 1 THE WOODS HOLE OCEANOGRAPHIC INSTITUTION IS DEDICATED TO RESEARCH AND EDUCATION TO ADVANCE UNDERSTANDING OF THE OCEAN AND ITS INTERACTION WITH THE EARTH SYSTEM, AND TO COMMUNICATE THIS UNDERSTANDING FOR THE BENEFIT OF SOCIETY. DELEGATION OF BOARD AUTHORITY FORM 990, PART VI, LINE 1A THE BOARD OF TRUSTEES DELEGATES BROAD AUTHORITY TO ACT IN ITS STEAD TO AN EXECUTIVE COMMITTEE. PER BYLAWS, THE COMPOSITION AND SCOPE OF AUTHORITY OF THE EXECUTIVE COMMITTEE ARE AS FOLLOWS: THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIRMAN OF THE BOARD OF TRUSTEES; CHAIRMAN OF THE CORPORATION; THE PRESIDENT AND DIRECTOR; THE TREASURER; THE CHAIRS OF THE BUSINESS DEVELOPMENT AND TECHNOLOGY TRANSFER COMMITTEE, COMPENSATION COMMITTEE, COMMITTEE ON THE BOARD, DEVELOPMENT COMMITTEE, INVESTMENT COMMITTEE, RESEARCH AND EDUCATION COMMITTEE; AND OTHER TRUSTEES AND LIFE TRUSTEES, FOR A TOTAL COMMITTEE MEMBERSHIP OF NOT MORE THAN FIFTEEN. THE CHAIRMAN OF THE BOARD OF TRUSTEES SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, SO FAR AS MAY BE PERMITTED BY LAW, ALL OF THE POWERS OF THE BOARD DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES EXCEPT SUCH POWERS OR DUTIES AS MAY HAVE BEEN SPECIFICALLY DELEGATED BY THE BOARD TO OTHER COMMITTEES OR OFFICERS, AND SHALL HAVE POWER TO AUTHORIZE THE SEAL OF THE CORPORATION TO BE AFFIXED TO ALL PAPERS WHICH MAY REQUIRE IT, AND SUCH OTHER POWERS AS THE BOARD MAY DELEGATE TO IT. THE EXECUTIVE COMMITTEE MAY HOLD MEETINGS AND MAKE RULES FOR THE CONDUCT OF ITS BUSINESS AS IT SHALL FROM TIME TO TIME DEEM NECESSARY OR ADVISABLE. THE PRESENCE OF AT LEAST FIVE MEMBERS OF THE EXECUTIVE COMMITTEE WHO ARE TRUSTEES SHALL CONSTITUTE A QUORUM AND MAY TAKE ACTION BY MAJORITY VOTE OF SUCH QUORUM. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD IN WRITING OR AT THE NEXT MEETING OF THE BOARD. CONSISTENT WITH THE PROVISIONS OF THE MASSACHUSETTS GENERAL LAWS, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO: (I) CHANGE THE PRINCIPAL OFFICE OF THE CORPORATION; (II) AMEND THE BYLAWS; (III) ELECT THE STATUTORY OFFICERS OF THE CORPORATION INCLUDING THE PRESIDENT AND DIRECTOR, TREASURER, AND CLERK, OR FILL VACANCIES IN SUCH OFFICES; (IV) SET COMPENSATION FOR MEMBERS OF THE DIRECTORATE OF THE INSTITUTION WITHOUT A VOTE BY THE FULL BOARD; (V) CHANGE THE NUMBER OF THE BOARD OF TRUSTEES OR FILL VACANCIES IN THE BOARD OF TRUSTEES; OR (VI) REMOVE OFFICERS OR TRUSTEES FROM OFFICE. |
| 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11B | WOODS HOLE OCEANOGRAPHIC INSTITUTION'S (WHOI) FORM 990 IS PREPARED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ACCOUNTANTS. FOLLOWING WHOI'S INTERNAL MANAGEMENT'S REVIEW, A DRAFT VERSION OF THE RETURN IS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND COMMENTS. ONCE THE RETURN HAS BEEN UPDATED WITH INTERNAL MANAGEMENT AND AUDIT COMMITTEE'S COMMENTS, EACH VOTING MEMBER OF THE GOVERNING BODY, THE PRESIDENT & DIRECTOR AND CHIEF FINANCIAL OFFICER, WILL RECEIVE COPIES OF FORM 990 FOR REVIEW. THE AUDITORS/TAX CONSULTANTS WILL THEN FINALIZE THE FORM 990. COPIES OF COMPLETED FORM 990 WILL BE DISTRIBUTED IN ELECTRONIC OR PAPER FORM TO MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. A DESIGNEE OF THE CHIEF FINANCIAL OFFICER WILL BE RESPONSIBLE FOR MAINTAINING A CURRENT DISTRIBUTION LIST AND DISTRIBUTING THE COPIES. |
| CONFLICT OF INTEREST COMPLIANCE | FORM 990, PART VI, LINE 12C | EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE OF WOODS HOLE OCEANOGRAPHIC INSTITUTION ("WHOI") IS REQUIRED TO DISCLOSE ON AN ONGOING BASIS, IN WRITING, ON WHOI'S DISCLOSURE STATEMENT, (A) ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH WHOI OR ANY AFFILIATED ORGANIZATION OR WITH ORGANIZATIONS THAT DO BUSINESS WITH WHOI OR ANY AFFILIATED ORGANIZATION, (B) ANY ELECTED OR APPOINTIVE OFFICE OR POSITION THAT HE OR SHE, OR ANY FAMILY MEMBER, HOLDS IN A BRANCH OF GOVERNMENT OR IN A REGULATORY AGENCY HAVING AUTHORITY OR JURISDICTION OVER WHOI, OR (C) OTHER PERSONAL, FAMILIAL, FINANCIAL, OR BUSINESS RELATIONSHIPS THAT OTHERWISE COULD BE CONSTRUED TO AFFECT THE INDEPENDENT, UNBIASED JUDGMENT OF SUCH TRUSTEE OR OFFICER IN LIGHT OF HIS OR HER DECISION-MAKING AUTHORITY OR RESPONSIBILITIES FOR WHOI. THE DISCLOSURE STATEMENTS ARE FILED WITH WHOI'S CLERK AND THE CLERK WILL PREPARE A REPORT ANNUALLY OR MORE FREQUENTLY AS NECESSARY FOR THE TRUSTEES AND OFFICERS SUMMARIZING ANY CONFLICT ISSUES. THE AUDIT COMMITTEE REVIEWS THE DISCLOSURE REPORTS AND ANY CONFLICTS OR POTENTIAL CONFLICTS ARE BROUGHT TO THE EXECUTIVE COMMITTEE'S ATTENTION. THE EXECUTIVE COMMITTEE WILL DETERMINE WHETHER A CONFLICT EXISTS BASED ON WHOI'S CONFLICT OF INTEREST POLICY. IF A CONFLICT OF INTEREST IS DETERMINED, THE EXECUTIVE COMMITEE WILL EXERCISE THEIR JUDGMENT ON THE BEST COURSE TO FOLLOW. |
| COMPENSATION APPROVAL | FORM 990, PART VI, LINE 15 | THE ANNUAL COMPENSATION PROCESS CONSISTS OF COMPARABLE, RELEVANT MARKET DATA FOR THE INSTITUTION'S POSITIONS OBTAINED FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES SUCH AS PEER ORGANIZATIONS' 990 FORMS. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE INSTITUTION WILL ALSO BE INCORPORATED AS NEEDED. MOREOVER, THE COMMITTEE MAY RELY ON MEMBERS OF WHOI MANAGEMENT AND OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. ALL COMPENSATION DECISIONS MADE ARE DOCUMENTED IN THE MINUTES. |
| PUBLIC DISCLOSURE OF DOCUMENTS | FORM 990, PART VI, LINE 18 | THE FORM 990 IS MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE, UPON REQUEST, AND ON GUIDESTAR.ORG. FORM 990, PART VI, LINE 19 THE WOODS HOLE OCEANOGRAPHIC INSTITUTION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 9 | PENSION RELATED CHANGES OTHER THAN COST (11,209,011) RECLASSIFICATION OF ASSETS (100,000) CHANGE IN SPLIT INTEREST AGREEMENTS 526,807 DISTRIBUTION IN EXCESS OF INCOME EARNED (14,538,452) CHANGE IN PREPAID PENSION COST 1,064,289 REPORTING CHANGE DUE TO PENSION PLAN AMENDMENT 10,061,383 ============ TOTAL (14,194,984) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EOM Offshore LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Jonathon Bourne Dr | AddressLine1 |
| City | Pocasset | City |
| State | MA | State |
| ZIP Code | 02559 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800436296 | EIN |
| Primary Activities | BLD MOORING | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Total Income | 907501 | TotalIncome |
| EOY Assets | 495412 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODS HOLE | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHOI TAX EXEMPT EMP WELFARE BEN TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 569 WOODS HOLE ROAD | AddressLine1 |
| City | WOODS HOLE | City |
| State | MA | State |
| ZIP Code | 02543 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043282355 | EIN |
| Primary Activities | BEN. TRUST | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(9) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODS HOLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| QUISSETT DEVELOPMENT CORP REALTY TRUST | ||||||||||
| 569 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | 266212595 | LICENSING | MA | WOODS HOLE | TRUST | 1.00000 | true |
| CHARITABLE REMAINDER TRUST (1) | ||||||||||
| SUPPORT | MA | WOODS HOLE | TRUST | true | ||||||
| CHARITABLE REMAINDER TRUST (2) | ||||||||||
| SUPPORT | NY | WOODS HOLE | TRUST | true | ||||||
| CHARITABLE REMAINDER TRUST (1) | ||||||||||
| SUPPORT | FL | WOODS HOLE | TRUST | true | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| RETIREMENT TRUST FOR EMPLOYEES OF WHOI | ||
| R | 10540002 | CASH |
| WHOI TAX EXEMPT EMP WELFARE BEN TRUST | ||
| Q | 5986859 | CASH |
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