BIGELOW LABORATORY FOR OCEAN SCIENCES: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BIGELOW LABORATORY FOR OCEAN SCIENCES (EIN 01-6006001)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-20
- IRS object ID
- 202640209349300704
- Schema version
- 2024v5.5
- 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 J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-20T11:19:26-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010463013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Purdy Powers & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 Middle Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016006001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bigelow Laboratory for Ocean Sciences | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIGE | BusinessNameControlTxt |
| Phone | 2073152567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 Bigelow Drive | AddressLine1Txt |
| City | East Boothbay | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04544 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Bronk | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 2073152567 | PhoneNum |
| Signature | 2026-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David J Shorette CPA | PreparerPersonNm |
| PTIN | P00086553 | PTIN |
| Phone | 2077753496 | PhoneNum |
| Preparation | 2026-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Deborah Bronk | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 Bigelow Drive | AddressLine1Txt |
| City | East Boothbay | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,272,527 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bigelow.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | To understand key processes driving the world's ocean ecosystems, their evolution and their fundamental relationship to life on earth through interrelated research, education, and technology transfer programs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 128 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,948,589 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,069,861 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,075,780 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,828,858 | CYProgramServiceRevenueAmt |
| PY Investment Income | $369,529 | PYInvestmentIncomeAmt |
| CY Investment Income | $620,578 | CYInvestmentIncomeAmt |
| PY Other Revenue | $129,296 | PYOtherRevenueAmt |
| CY Other Revenue | $195,462 | CYOtherRevenueAmt |
| PY Total Revenue | $30,523,194 | PYTotalRevenueAmt |
| CY Total Revenue | $29,714,759 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,253,064 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,370,457 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,935,080 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,293,565 | PYOtherExpensesAmt |
| CY Other Expenses | $9,178,258 | CYOtherExpensesAmt |
| PY Total Expenses | $19,546,629 | PYTotalExpensesAmt |
| CY Total Expenses | $20,548,715 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,976,565 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,166,044 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,522,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,685,553 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,544,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,930,066 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,978,378 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,755,487 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To understand key processes driving the world's ocean ecosystems, their evolution, and their fundamental relationship to life on earth through interrelated research, education, and technology transfer programs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,138,491 | ExpenseAmt |
| Revenue | $3,024,320 | RevenueAmt |
| Desc | Providing scientific and educational research for governmental, commercial, and educational entities. | Desc |
| Total Program Service Expenses | $18,138,491 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 128 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah Bronk | PersonNm |
| Phone | 2073152567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 Bigelow Drive | AddressLine1Txt |
| City | East Boothbay | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04544 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mark Abbott | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon Bigelow | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Bishop | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Priscilla Brooks PhD | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Burgess | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Conathan | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kimberly Hamilton PhD | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Handy | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| John L Heyl | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Marion Howard | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Randall Jeffrey | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith Kildow PhD | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dimitri Michaud | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Craig Muir | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Edwin Trautman PhD | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Stewart Bither PhD | ||||||||
| Vice Chair | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Wendy Wolf MD MPH | ||||||||
| Chair | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Deborah Bronk | ||||||||
| President & CEO | 37.50 | $377,375 | $0 | $29,761 | Yes (X) | |||
| Jennifer Cutshall | ||||||||
| VP Strategic Alliances and | 37.50 | $246,261 | $0 | $29,964 | Yes (X) | |||
| Ramunas Stepanauskas | ||||||||
| Senior Research Scientist | 37.50 | $198,426 | $0 | $50,302 | Yes (X) | |||
| Benjamin Twining | ||||||||
| VP Education & Research | 37.50 | $196,325 | $0 | $36,977 | Yes (X) | |||
| David Fields | ||||||||
| Senior Research Scientist | 37.50 | $159,916 | $0 | $59,449 | Yes (X) | |||
| David Whitt | ||||||||
| CFO/VP for Administration | 37.50 | $186,715 | $0 | $22,152 | Yes (X) | |||
| Michael Lomas | ||||||||
| Senior Research Scientist | 37.50 | $158,632 | $0 | $30,300 | Yes (X) | |||
| Steve Archer | ||||||||
| Senior Research Scientist | 37.50 | $156,308 | $0 | $28,142 | Yes (X) | |||
| Beth Orcutt | ||||||||
| VP for Research/Senior Res | 37.50 | $176,643 | $0 | $29,939 | Yes (X) | |||
| Rachel Sipler | ||||||||
| Senior Research Scientist | 37.50 | $144,029 | $0 | $8,817 | Yes (X) | |||
| Nicole Poulton | ||||||||
| Senior Research Scientist | 37.50 | $140,883 | $0 | $22,085 | Yes (X) | |||
| Steven Profaizer | ||||||||
| Chief Communications Offic | 37.50 | $147,565 | $0 | $13,269 | Yes (X) | |||
| Nick Record | ||||||||
| Senior Research Scientist | 37.50 | $136,272 | $0 | $25,285 | Yes (X) | |||
| Pete Countway | ||||||||
| Senior Research Scientist | 37.50 | $142,344 | $0 | $8,708 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,567,694 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $395,150 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $11,845,771 | GovernmentGrantsAmt |
| All Other Contributions | $14,224,090 | AllOtherContributionsAmt |
| Total Contributions | $26,069,861 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Patent and License Fees | 541700 | $866,590 | $866,590 |
| Course Fees | 541700 | $723,315 | $723,315 |
| NCMA Culture Fees | 541700 | $345,911 | $345,911 |
| PAS Fees | 541700 | $263,610 | $263,610 |
| BAS Fees | 541700 | $206,758 | $206,758 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $422,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $422,674 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,828,858 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $623,458 | TotalRevenueColumnAmt |
| Exclusion | $623,458 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,553,388 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,556,268 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,880 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,880 | TotalRevenueColumnAmt |
| Exclusion | -$2,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,354 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,500 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,854 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Revenue | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $193,608 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $193,608 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $193,608 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,714,759 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,024,320 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $620,578 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,567,694 | TotalAmt |
| Program Services | $1,557,430 | ProgramServicesAmt |
| Management And General | $801,000 | ManagementAndGeneralAmt |
| Fundraising | $209,264 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,133,712 | TotalAmt |
| Program Services | $3,113,844 | ProgramServicesAmt |
| Management And General | $1,601,478 | ManagementAndGeneralAmt |
| Fundraising | $418,390 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,007 | TotalAmt |
| Program Services | $316,830 | ProgramServicesAmt |
| Management And General | $153,218 | ManagementAndGeneralAmt |
| Fundraising | $42,959 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,539,659 | TotalAmt |
| Program Services | $1,568,477 | ProgramServicesAmt |
| Management And General | $758,509 | ManagementAndGeneralAmt |
| Fundraising | $212,673 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,385 | TotalAmt |
| Program Services | $380,675 | ProgramServicesAmt |
| Management And General | $184,093 | ManagementAndGeneralAmt |
| Fundraising | $51,617 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,792 | TotalAmt |
| Program Services | $590,578 | ProgramServicesAmt |
| Management And General | $34,970 | ManagementAndGeneralAmt |
| Fundraising | $1,244 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,277 | TotalAmt |
| Program Services | $2,988 | ProgramServicesAmt |
| Management And General | $10,601 | ManagementAndGeneralAmt |
| Fundraising | $7,688 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,632 | TotalAmt |
| Program Services | $17,323 | ProgramServicesAmt |
| Management And General | $504,309 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,134 | TotalAmt |
| Program Services | $233,383 | ProgramServicesAmt |
| Management And General | $22,730 | ManagementAndGeneralAmt |
| Fundraising | $24,021 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,981 | TotalAmt |
| Program Services | $1,200 | ProgramServicesAmt |
| Management And General | $428,781 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,267,972 | TotalAmt |
| Program Services | $1,383,718 | ProgramServicesAmt |
| Management And General | $697,777 | ManagementAndGeneralAmt |
| Fundraising | $186,477 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,683 | TotalAmt |
| Program Services | $28,468 | ProgramServicesAmt |
| Management And General | $210,215 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Consulting & Contracted | $1,285,117 | $751,903 | $494,389 | $38,825 |
| Subcontracts | $1,142,943 | $1,142,943 | ||
| Supplies & Leases | $954,762 | $809,957 | $141,937 | $2,868 |
| Participant Support | $290,894 | $290,894 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,071 | TotalAmt |
| Program Services | $5,947,880 | ProgramServicesAmt |
| Management And General | -$5,568,863 | ManagementAndGeneralAmt |
| Fundraising | $739,054 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,548,715 | TotalAmt |
| Program Services | $18,138,491 | ProgramServicesAmt |
| Management And General | $475,144 | ManagementAndGeneralAmt |
| Fundraising | $1,935,080 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,366,016 | BOYAmt |
| EOY | $2,689,133 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,492,879 | BOYAmt |
| EOY | $5,302,117 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,561 | BOYAmt |
| EOY | $342,018 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,755 | BOYAmt |
| EOY | $104,327 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $87,206,756 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,333,369 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,677,849 | BOYAmt |
| EOY | $61,873,387 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,290,664 | BOYAmt |
| EOY | $42,444,597 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153,725 | BOYAmt |
| EOY | $929,974 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,522,449 | BOYAmt |
| EOY | $113,685,553 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,172,699 | BOYAmt |
| EOY | $3,542,964 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,749,457 | BOYAmt |
| EOY | $4,109,876 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,621,915 | BOYAmt |
| EOY | $11,277,226 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,544,071 | BOYAmt |
| EOY | $18,930,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,466,833 | BOYAmt |
| EOY | $65,236,735 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,511,545 | BOYAmt |
| EOY | $29,518,752 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,978,378 | BOYAmt |
| EOY | $94,755,487 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,522,449 | BOYAmt |
| EOY | $113,685,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,166,044 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,834,816 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$223,751 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,118,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,379,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,655,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,948,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,069,861 | CurrentTaxYearAmt |
| Total | $128,172,387 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,118,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,379,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,655,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,948,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,069,861 | CurrentTaxYearAmt |
| Total | $128,172,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $128,172,387 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $255,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $528,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $664,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $427,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $623,458 | CurrentTaxYearAmt |
| Total | $2,499,931 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $193,608 | CurrentTaxYearAmt |
| Total | $647,354 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $131,319,672 | TotalSupportAmt |
| Public Support CY170 | 0.97600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Limited Control Provisions App | Yes (X) | LimitedControlProvisionsAppInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,032 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,032 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,524,683 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,548,715 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $72,064 | CurrentYearMinus1Amt |
| Current Year | $24,032 | CurrentYearAmt |
| Total | $96,096 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $500,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-A, Line 1 & 2: | FormAndLineReferenceDesc |
| Explanation | The Organization expended $24,032 on lobbying activities to execute a congressional appropriations strategy, including the development of a congressionally mandated research agreement (CMA) and congressionally directed spending (CDS) request. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,768,177 | BeginningYearBalanceAmt |
| Contributions | $2,748,473 | ContributionsAmt |
| Investment Earnings Or Losses | $1,349,802 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $198,035 | OtherExpendituresAmt |
| End Year Balance | $11,668,417 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,406,918 | BeginningYearBalanceAmt |
| Contributions | $350,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,190,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $179,379 | OtherExpendituresAmt |
| End Year Balance | $7,768,177 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,573,415 | BeginningYearBalanceAmt |
| Contributions | $94,395 | ContributionsAmt |
| Investment Earnings Or Losses | $881,016 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $141,908 | OtherExpendituresAmt |
| End Year Balance | $6,406,918 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,487,393 | BeginningYearBalanceAmt |
| Contributions | $1,565,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,395,243 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $83,735 | OtherExpendituresAmt |
| End Year Balance | $5,573,415 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,329,882 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,219,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $112,000 | OtherExpendituresAmt |
| End Year Balance | $5,487,393 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.70070 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29930 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,800,537 | OtherCostOrOtherBasisAmt |
| Book Value | $2,800,537 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,501,857 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,160,165 | DepreciationAmt |
| Book Value | $49,341,692 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,904,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,173,204 | DepreciationAmt |
| Book Value | $9,731,158 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $61,873,387 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Money Market Funds | $11,472,900 | F |
| Exchange Traded Funds | $23,356,889 | F |
| Fixed Income Funds | $7,614,808 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $42,444,597 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,325,824 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,834,816 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$223,751 | OtherRevenueAmt |
| Revenue Not Reported | $2,611,065 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,714,759 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,714,759 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,548,715 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,548,715 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,548,715 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | The Laboratory houses the Provasoli-Guillard National Center of Marine Algae and Microbiota. The Laboratory does not capitalize this collection of more than 2,700 strains of marine phytoplankton, bacteria, and viruses. The Laboratory holds the collection for educational and research purposes; the strains are available to the public. Proceeds from the sales of strain samples are used to maintain and preserve the collection. |
| Part X, Line 2: | The Laboratory qualifies as an organization exempt from federal income tax under Internal Revenue Code Section 501(c)(3) and files a Form 990 tax return. With few exceptions, the Laboratory is no longer subject to U.S. federal income tax examinations by tax authorities for years before 2018 due to the statute of limitations. The Laboratory has adopted the provisions of FASB ASC, Income Taxes. Management of the Laboratory believes it has no material uncertain tax positions, and accordingly it will not recognize any liability for unrecognized tax benefits. |
| Part XI, Line 2d - Other Adjustments: | Loss on Interest Rate Swap -223,751. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deborah Bronk | ||||||||||||||
| President & CEO | $377,375 | $0 | $0 | $0 | $0 | $0 | $23,107 | $0 | $6,654 | $0 | $407,136 | $0 | $0 | $0 |
| Jennifer Cutshall | ||||||||||||||
| VP Strategic Alliances and | $246,261 | $0 | $0 | $0 | $0 | $0 | $15,060 | $0 | $14,904 | $0 | $276,225 | $0 | $0 | $0 |
| Ramunas Stepanauskas | ||||||||||||||
| Senior Research Scientist | $198,426 | $0 | $0 | $0 | $0 | $0 | $12,670 | $0 | $37,632 | $0 | $248,728 | $0 | $0 | $0 |
| Benjamin Twining | ||||||||||||||
| VP Education & Research | $196,325 | $0 | $0 | $0 | $0 | $0 | $12,504 | $0 | $24,473 | $0 | $233,302 | $0 | $0 | $0 |
| David Fields | ||||||||||||||
| Senior Research Scientist | $159,916 | $0 | $0 | $0 | $0 | $0 | $10,358 | $0 | $49,091 | $0 | $219,365 | $0 | $0 | $0 |
| David Whitt | ||||||||||||||
| CFO/VP for Administration | $186,715 | $0 | $0 | $0 | $0 | $0 | $11,622 | $0 | $10,530 | $0 | $208,867 | $0 | $0 | $0 |
| Beth Orcutt | ||||||||||||||
| VP for Research/Senior Res | $176,643 | $0 | $0 | $0 | $0 | $0 | $10,956 | $0 | $18,983 | $0 | $206,582 | $0 | $0 | $0 |
| Michael Lomas | ||||||||||||||
| Senior Research Scientist | $158,632 | $0 | $0 | $0 | $0 | $0 | $10,270 | $0 | $20,030 | $0 | $188,932 | $0 | $0 | $0 |
| Steve Archer | ||||||||||||||
| Senior Research Scientist | $156,308 | $0 | $0 | $0 | $0 | $0 | $9,969 | $0 | $18,173 | $0 | $184,450 | $0 | $0 | $0 |
| Nicole Poulton | ||||||||||||||
| Senior Research Scientist | $140,883 | $0 | $0 | $0 | $0 | $0 | $8,767 | $0 | $13,318 | $0 | $162,968 | $0 | $0 | $0 |
| Nick Record | ||||||||||||||
| Senior Research Scientist | $136,272 | $0 | $0 | $0 | $0 | $0 | $8,645 | $0 | $16,640 | $0 | $161,557 | $0 | $0 | $0 |
| Steven Profaizer | ||||||||||||||
| Chief Communications Offic | $147,565 | $0 | $0 | $0 | $0 | $0 | $8,135 | $0 | $5,134 | $0 | $160,834 | $0 | $0 | $0 |
| Rachel Sipler | ||||||||||||||
| Senior Research Scientist | $144,029 | $0 | $0 | $0 | $0 | $0 | $8,642 | $0 | $175 | $0 | $152,846 | $0 | $0 | $0 |
| Pete Countway | ||||||||||||||
| Senior Research Scientist | $142,344 | $0 | $0 | $0 | $0 | $0 | $8,541 | $0 | $167 | $0 | $151,052 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Finance Authority of Maine | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 010392006 | BondIssuerEIN |
| CUSIP | NoneAvail | CUSIPNum |
| Bond Issued | 2019-04-01 | BondIssuedDt |
| Issue Price | $12,914,000 | IssuePriceAmt |
| Purpose | To refinance debt held with First National Bank | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Issuance Costs From Proceeds | $107,466 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $12,780,706 | CapitalExpendituresAmt |
| Other Spent Proceeds | $25,828 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First National Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.500000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $284,934 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | General Lab Supplies & Equipment | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $106,464 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Board Finance Committee reviews and provides feedback on the 990. The 990 then goes to the Board Executive Committee for final approval. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is articulated to staff, updated annually, and reviewed by the Chief of Staff to monitor compliance. |
| Form 990, Part VI, Section B, line 15a | The compensation committee hired an independent consultant and used 3rd party salary data from AIRI, which contains job descriptions and salary information from like-organizations. This data set was reviewed by the 3rd party consultant and salary bands were updated based on the review and an internal analysis using the same data set. Results were then further reviewed and discussed internally in the compensation committee and salary adjustments were made in accordance with the study. |
| Form 990, Part VI, Section C, line 19 | Bigelow publishes governing documents and financial reports on its website. The conflict of interest policy is circulated regularly and hand-delivered to employees, volunteers, board members, and board committees. |
| Form 990, Part XI, line 9: | Gain (Loss) on Interest Rate Swap -223,751. |
| Form 990, Part XII, Line 2c: | The Finance Committee assumes responsibility for oversight of the audit and selection of an independent accountant. |
| Form 990, Part IV, Section C, Line 19: | Available by request. |
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