2013-02-12T14:52:57-07:00 2012-06-30 990 2011-07-01 042103916 MUSEUM OF SCIENCE MUSE 6177232500 1 Science Park Boston MA 021141099 John Slakey 6175890114 2013-02-12 2011 2016-03-07 17:11:31Z Ioannis N Miaoulis 1 Science Park Boston MA 021501099 95881020 0 X www.mos.org X 1831 MA The Museum's mission is to play a leading role in transforming the nation's relationship with science and technology. This role becomes ever more important as science and technology shape and reshape our lives and world. 51 49 793 629 396895 75515 25171983 25102854 19110657 21865799 6457648 345506 6267576 7320383 57007864 54634542 3708439 5110138 0 0 23828418 25515244 240044 185905 4732123 20615713 21660028 48392614 52471315 8615250 2163227 200094908 200089508 17322476 18253562 182772432 181835946 The Museum's mission is to play a leading role in transforming the nation's relationship with science and technology. This role becomes ever more important as science and technology shape and reshape our lives and world, and it means we: --Promote active citizenship informed by the world of science and technology; --Inspire lifelong appreciation of the importance and impact of science and engineering; --Encourage young people of all backgrounds to explore and develop their interests in understanding the natural and human-made world. To do this, we will continue to build our position as a leader in the world's museum community and use our educational perspective as an informal learning institution to help the formal pre K-12 education system. 0 0 17312883 4158556 1676769 EXHIBITS include over 700 standing exhibits, providing hands-on experience in all areas of science and technology and their social impact. The Museum has also produced exhibits such as Star Wars, which travel nationally and internationally, extending the Museum's reach. Traveling exhibits produced by others hosted by the Museum this year included Dinosaurs: Ancient Fossils, New Discoveries; What I Eat; In the Dark; A Day in Pompeii; Geckos: Tails to Toepads; Bonsai: Creating Art with Nature. (193,000 square feet and realted space) 10462045 460783 11387905 PUBLIC PROGRAMS include exhibit interpretation, lecture series, live animal demonstrations, physical and electrical science demonstrations, special events, demonstrations relating to topics of current science and technology, community outreach programs, and a Butterfly Garden. (1,468,699 onsite visitors and offsite participants served.) 5928104 48434 3526209 THEATERS include a Planetarium offering lectures and demonstrations of astronomical phenomena, current discoveries, and historical topics. A Domed IMAX theater offers 70mm format films. A 3-D theater offers short 3-D films on a range of science and nature topics. Planetarium shows this year included: Cosmic Collisions, Explore the Universe, The Sky Tonight, Undiscovered Worlds IMAX films included Alaska, Dolphins, Greece: Secrets of the Past, Rescue, Ring of Fire,To The Arctic, Tornado Alley. (642,000 visitors) 5922301 302800 3251481 EDUCATION PROGRAMS include courses for children and adults, overnight programs, an Educator Resource Center, programs for school groups, the flagship site of an international Computer Clubhouse network, standards-based K-12 formal ed curriculum materials and professional development programs in math and engineering, online teacher resources. (231,100 visitors and participants, not including children using the Museum-developed curricula nationwide) 2702618 139565 10944136 Services provided primarily for the benefit of our members include our parking facility, membership office, and gift shop. (52,100 member households) 8624919 442365 14195617 42327951 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 129 0 1 793 1 1 1 0 0 0 0 1 1 0 0 0 0 X 51 49 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT FL MA NH NY X John T Slakey 6175890114 1 Science Park Boston MA 021141099 Carol Ann Kania 0.5 X 0 0 0 Damase Z Caouette 0.5 X 0 0 0 Daphne Hatsopoulos 0.5 X 0 0 0 Deborah Dunsire 0.5 X 0 0 0 Elizabeth Moore 0.5 X 0 0 0 Eugene E Record Jr 0.5 X 0 0 0 Gary R Gregg 0.5 X 0 0 0 Gary T DiCamillo 0.5 X 0 0 0 George Scangos 0.5 X 0 0 0 Gregory O'Shaughnessy 0.5 X 0 0 0 Gretchen S Fish 0.5 X 0 0 0 Hal R Tovin 0.5 X 0 0 0 Helen Greiner 0.5 X 0 0 0 Henri A Termeer 0.5 X 0 0 0 Howard H Stevenson 0.5 X 0 0 0 Ira Stepanian 0.5 X 0 0 0 Jaishree Deshpande 0.5 X 0 0 0 Jane Hirsh 0.5 X 0 0 0 Jane Pappalardo 0.5 X 0 0 0 Jeffrey R Beir 0.5 X 0 0 0 John F Reno 0.5 X 0 0 0 Jonathan J Fleming 0.5 X 0 0 0 Kenneth D Legg 0.5 X 0 0 0 Kurt Melden 0.5 X 0 0 0 Laura Barker Morse 0.5 X 0 0 0 Lawrence A Siff 0.5 X 0 0 0 Leslie E Greis 0.5 X 0 0 0 Malcolm L Sherman 0.5 X 0 0 0 Matthew D Shedd 0.5 X 0 0 0 Michael A Champa 0.5 X 0 0 0 Michael G Thonis 0.5 X 0 0 0 Ranch C Kimball 0.5 X 0 0 0 Richard A Carpenter 0.5 X 0 0 0 Richard A DiPerna 0.5 X 0 0 0 Richard I Anders 0.5 X 0 0 0 Richard M Burnes Jr 0.5 X 0 0 0 Sandra O Moose 0.5 X 0 0 0 Stephen E Coit 0.5 X 0 0 0 Steven Haley 0.5 X 0 0 0 Thomas J Pincince 0.5 X 0 0 0 Tom Leighton 0.5 X 0 0 0 Vanu G Bose 0.5 X 0 0 0 Wendy W Kistler 0.5 X 0 0 0 Yet-Ming Chiang 0.5 X 0 0 0 Patricia M Lassiter 0.5 X X 0 0 0 Donald M Kaplan 0.5 X X 0 0 0 Gwill E York 0.5 X X 0 0 0 Joshua Boger 0.5 X X 0 0 0 Paul Egerman 0.5 X X 0 0 0 Leo X Liu 0.5 X X 0 0 0 Wayne M Kennard 0.5 X X 0 0 0 Howard Messing 0.5 X X 0 0 0 Ioannis N Miaoulis 40 X X 571744 0 28707 Howard M Anderson 0.5 X X 0 0 0 James Daniell 0.5 X X 0 0 0 Joyce L Plotkin 0.5 X X 0 0 0 Michael E Kolowich 0.5 X X 0 0 0 Susan A Heavner 0.5 X X 0 0 0 Wayne Bouchard 40 X 248905 0 28080 John T Slakey 40 X 169886 0 25367 Joan Hadly 40 X 235346 0 19684 Lawrence Bell 40 X 195824 0 18332 Christine Cunningham 40 X 164457 0 8765 Cynthia G Mackey 40 X 152340 0 11257 E James Kraus 40 X 198634 0 14772 Jonathan R Burke 40 X 182368 0 17418 Paul M Fontaine 40 X 180614 0 20762 2300118 0 193144 22 1 1 0 Unicco Service Company 4002 Solutions Center Chicago IL 606774000 Custodial 1186685 Mystic Scenic Studio 293 Lenox Street Norwood MA 02062 Exhibit fabrication/installation 339808 ESI Design 111 Fifth Avenue New York NY 10003 Exhibit design 285308 Gearon Hoffman Inc 88 Broad Street 9th Floor Boston MA 02110 Advertising counsel 207000 R W Hyde Construction Inc 556 Trapelo Road Belmont MA 02478 Construction 201150 14 0 3348434 662754 0 7515739 13575927 842021 25102854 Admissions 712110 13285946 13285946 0 0 Membership benefits 712110 3669000 3669000 0 0 Parking 812930 2377165 0 0 2377165 Educational program fees 611699 1736556 1736556 0 0 Exhibit rental fees 712110 699191 699191 0 0 97941 97941 0 0 21865799 464886 0 6584 458302 0 0 0 0 45240 45240 0 0 1667762 0 0 0 1667762 0 1667762 0 0 1667762 39229369 0 38477541 871208 751828 -871208 -119380 0 1805 -121185 70593 662754 279428 -208835 0 -208835 0 0 0 0 0 0 3307137 1618301 1688836 1688836 0 0 Ancillary services 531120 1568256 0 388506 1179750 Concession fees 453220 1071815 0 0 1071815 Sponsorship revenue 900099 972569 0 0 972569 514740 0 0 514740 4127380 54634542 21222710 396895 7912083 4625209 4625209 441429 441429 43500 43500 0 0 1438054 367752 654621 415681 0 0 0 0 19301591 15044823 1764567 2492201 1047621 808587 99289 139745 2242444 1730789 212529 299126 1485534 1146583 140792 198159 0 0 0 0 51442 0 51442 0 52437 0 52437 0 161449 101011 198 60240 185905 185905 0 0 0 0 2830200 2313959 251684 264557 2680855 2633724 24931 22200 2573200 1942016 233809 397375 448195 282124 104179 61892 96764 94597 900 1267 2283732 1937763 301896 44073 972267 809144 126567 36556 0 0 0 0 77347 62713 4611 10023 152523 0 152523 0 0 0 0 0 5997498 5377294 520884 99320 375316 13680 361636 0 Film and exhibit rental 1188187 1188187 0 0 Catering 608232 371066 54491 182675 Credit card handling fees 568332 555686 35 12611 Taxes 242464 216088 26376 0 299588 220227 270844 -191483 52471315 42327951 5411241 4732123 11581445 20991602 547782 512152 15569530 15692529 1268917 1375669 1410 0 0 0 0 0 11500 0 1318764 1599999 128820366 70668889 61790804 58151477 16425711 12024048 91318436 89515516 0 0 0 0 260609 226516 200094908 200089508 4169861 5084657 0 0 4588081 5010487 0 0 0 0 0 0 3400682 3160392 0 0 5163852 4998026 17322476 18253562 X 65009928 67750440 79681897 75732641 38080607 38352865 182772432 181835946 200094908 200089508 X 2163227 -3099713 X 0 1 1 X 1 1 X 21827627 18733125 22897546 25171983 25102854 113733135 0 0 0 0 0 0 0 0 0 0 0 0 21827627 18733125 22897546 25171983 25102854 113733135 8315204 105417931 4679181 2510337 2471312 1979216 2171304 13811350 0 11544 45745 90149 62246 209684 444974 292778 522096 592783 585333 2437964 130192133 120745162 0.80971 0.72625 X "Other income" includes gross receipts from fundraising events, souvenir vending machine commissions, locker rental, insurance coverage of losses, and other miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 184728 184728 42226940 42411668 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 208675 221293 246318 184728 861014 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 0 0 X X 0 94883173 1826498 -1670043 111766 4424213 0 90503649 84084571 2062907 13305977 93683 4476599 0 94883173 77585393 1975603 8995803 64537 4407691 0 84084571 97478751 1145759 -15493109 68151 5477857 0 77585393 0.088 0.342 0.57 0 0 0 114102 114102 0 72247679 43092671 29155008 0 0 0 0 0 26870944 11547550 15323394 0 29587641 16028668 13558973 58151477 86221757 F 3293759 F 89515516 0 L/T Liability assoc w/ capital improvements made by Lessee 2410392 Liabilities assoc w/ Split Interest Agreements 1412395 Asset retirement obligation (ASC 410) 1115648 Employer share of FICA 58592 Misc. suspense 999 4998026 54634542 52471315 2163227 -2982925 0 0 0 -116788 -3099713 -936486 57116547 -2982925 2490854 0 205139 -286932 57403479 0 -2768937 -2768937 54634542 57733524 2490854 0 0 2771355 5262209 52471315 0 0 0 52471315 SchD_P03_S00_L01 Schedule D, Part III, Line 1 Collections footnote: The Museum's collections consist of approximately 30,000 artifacts used primarily for educational activities, encompassing interpretations, discovery spaces, exhibits, lectures, classes, demonstrations, reference services, or other programs. The Museum also has a historical and archival collection that documents the history of the institution. The composition of the Museum's collections by artifact type is as follows: Natural Sciences 20,000 items, Cultural/Physical Science 5,000 items, Artwork 2,000 items, Institutional History 3,000 items, Archives 300 linear feet The Museum's Collections Management Policy stipulates that the Museum will only acquire objects useful in fulfilling the educational purpose stated in its mission. The Museum accepts only those objects that can be immediately put on display in an exhibit, used in educational programs, or in future programming. Items may be de-accessioned from the collections if they are determined to be no longer useful or relevant in assisting the Museum in fulfilling its mission. Consistent with the American Association of Museums' Code of Ethics, Museum policy specifies that proceeds from the de accessioning of an item may only be used for the conservation or acquisition of other collections items. In accordance with current practice generally followed by museums, collections are not recorded as assets in the accompanying financial statements. Purchased additions to the collections are recorded as expenses at the time acquired. Although artifacts from the collections may from time to time be incorporated into exhibits, the Museum's exhibits themselves are not considered part of its collections and may be capitalized under the Museum's property, plant, and equipment policies. SchD_P03_S00_L04 Schedule D, Part III, Line 4 The Museum's collections are used primarily for educational activities, encompassing interpretations, discovery spaces, exhibits, lectures, classes, demonstrations, reference service, or other programs. The Museum also has a historical and archival collection that documents the important and rich history of the institution. The Collections Department provides professional stewardship for artifacts that are temporarily in the custody of the Museum through loans and/or temporary exhibitions. Collections consist of: Natural Sciences - 20,000 items; Cultural/Physical Science - 5,000 items; Artwork - 2,000 items; Institutional History - 3,000 items; Archives - 300 linear feet. Live animals include: Butterfly Garden - approximately 300 butterflies representing 50 species, Other spaces - 120 either individual animals or colonies of live animals throughout the Museum presenting 50 species. Fifty of these are on exhibit and the rest live in the Live Animal Center. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Museum's endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments ("quasi-endowments"). The endowment consists of 104 individual donor restricted endowment funds and 26 quasi-endowment funds used for a variety of purposes. The relative uses of the endowment (as measured by fair value) include: Unrestricted/general - 28%, Exhibit construction and maintenance - 32%, Program support - 14%, Mixed use (primarily exhibits and programs jointly) - 16%, Other (including Library, Access, and Internships) - 10%. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Museum's footnote disclosure with respect to FIN 48 is as follows: The Museum is exempt from income taxation on activities related to its charitable purposes under the provisions of Section 501(c)(3) of the Internal Revenue Code and is qualified to receive tax-deductible gifts and bequests under the U.S. tax code. The Museum is subject to tax on income from any business it conducts which is unrelated to its charitable purposes. The Museum's unrelated business income tax is limited and no tax provision has been made in the accompanying financial statements. The Museum accounts for the effect of any uncertain tax positions based on a "more-likely-than-not" threshold applied to the likelihood of positions taken or expected to be taken in a tax return being sustained upon examination by the relevant taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Museum has identified its status as a tax-exempt entity and the determination of income as related or unrelated to its exempt purpose to be its only significant tax positions and has determined that such tax positions do not result in an uncertainty requiring recognition. The Museum is not currently under examination by any taxing jurisdiction. The Museum's Federal and state tax returns are generally open for examination for three years following the date filed. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Amortization of liability 205,140; Change in value of Split Interest agreements (319,510); Capitalized bond fees (2,417); Rounding variances (1). SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Amortization of liability 205,140; Rounding variances (1). SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Loss on disposal of capital assets (see Part VIII) (871,208); Fundraising expenses on Line 8b (279,428); Cost of goods sold on Line 10b (1,618,301). SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Capitalized bond fees 2,417; Fundraising expenses reported in Part VIII 279,428; Cost of goods sold reported in Part VIII 1,618,301; Loss on disposal of capital assets (see Part VIII) 871,208; Rounding variances 1. 1 East Asia and the Pacific 0 0 Grantmaking 7500 Europe (including Iceland and Greenland) 0 0 Grantmaking 15500 Middle East and North Africa 0 0 Grantmaking 5000 South America 0 0 Grantmaking 13000 South Asia 0 0 Grantmaking 2500 East Asia and the Pacific 0 0 Program Services Staff professional development and program dissemination 13946 Europe (including Iceland and Greenland) 0 0 Program Services Staff professional development and program dissemination 88665 Middle East and North Africa 0 0 Program Services Staff professional development and program dissemination 19180 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Staff professional development and program dissemination 4506 South America 0 0 Program Services Staff professional development and program dissemination 3503 Sub-Saharan Africa 0 0 Program Services Staff professional development and program dissemination 1777 Central America and the Caribbean 0 0 Investments 22567209 Europe (including Iceland and Greenland) 0 0 Investments 8503269 0 0 31245555 Europe (including Iceland and Greenland) Scholarships/stipends 15500 Wire transfer 0 South America Scholarships 8000 Wire transfer 0 2 0 1 0 1 1 1 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 The Museum of Science is the flagship site for the Intel Computer Clubhouse Network, which includes sites both within and outside the US. The Museum's primary role is to advise and to coordinate communication and cooperation between sites, but each site is an independent entity. The Museum will occasionally provide pass-through funding from Intel to help in establishment and upgrade Clubhouse sites, and also provides travel support for representatives from sites to attend the network Annual Meeting and the biennial Teen Summit, an event that includes opportunities for Clubhouse youth to express themselves using graphic design, video animation, digital art, music, radio, documentary film-making, and 3-D modeling. The Museum's other major grant-making role in the Network is to pass through Intel funding for Clubhouse to College scholarships. Scholarships are awarded through an application process which includes review by staff of the Clubhouse Network, a representative from MIT, a representative from Intel, a Museum staff person not directly associated with the Clubhouse program and has also included mentors and staff from around the Network. Scholarships are paid to the Clubhouse site or to the school attended, not to the individual student. For all types of funding, recipient sites are required to provide narrative and financial reporting to the Museum to ensure proper use of funds. Sites that have demonstrated an inability to perform adequate administration of grant funds are not eligible for future funding, although they may continue to participate in the network in other ways. All sites are required to be legally recognized as charities in their home jurisdictions as a condition of network membership. SchF_P01_S00_L03 Schedule F, Part I, Line 3 GRANT-MAKING: Grant-making expenditures outside the United States are directly accounted for on the Museum's financial statements as program expenditures not distinguished in any way from similar grants made to recipients within the United States. STAFF PROFESSIONAL DEVELOPMENT AND PROGRAM DISSEMINATION: As the Museum expands its programming internationally, staff are increasingly called upon to travel to meetings and conferences in other countries, and to visit peer institutions to review programs and exhibits which may potentially be added to the Museum's own offerings. Staff also introduce other institutions to programs and materials the Museum has already developed. Costs associated with such travel are accounted for under the same accountable plan as the Museum's domestic travel. X X X X X X X 1 Comnet Marketing Group 1214 Stowe Avenue Medford OR 97501 Telemarketing 0 16315 17682 -1367 The Wayland Group Inc 323 Boston Post Rd 3C Sudbury MA 01776 Consulting/fundraising counsel 0 0 74177 -74177 Endowment Development Services 5546 Shorewood Dr Indianapolis IN 46220 Consulting / mailings 0 0 7289 -7289 Artsmarketing Services 260 King Street East 500 Toronto Ontario CA M54 4L5 Telemarketing 0 151295 58621 92674 Creative Donor Strategies 2727 S Braun Ct Lakewood CO 80228 Consulting 0 0 16088 -16088 167610 173857 -6247 CT FL MA NH NY Science Behind Gala 441107 394055 47052 0 0 0 17349 0 148167 Boston Marathon 103077 101677 1400 0 0 0 0 0 9230 3 189163 167022 22141 0 0 0 27389 600 76693 733347 662754 70593 0 0 0 44738 600 234090 279428 -208835 SchG_P01_S00_L02b Schedule G, Part I, Line 2b The Museum's use of external fundraisers may, in any given year, consist of a) general fundraising counsel, whose work is generally too integrated into the Museum's overall Advancement function to have "gross receipts" amounts specifically assigned; b) direct-mail companies, whose work ranges from simple large-scale mailing of materials developed and produced by the Museum itself to a more direct involvement in the design and creation of the solicitation materials; and c) telemarketers. In cases such as direct mail where costs other than the fundraising services are incurred (such as postage, printing, etc.), the company's invoicing is in sufficient detail to allow the Museum to track and code those expenses separately from the amounts reported as "professional fundraising fees" on From 990, Part IX, Line 11e. For the companies listed in Schedule G, those additional expenses totaled $10,212. All agreements with outside fundraisers provide for invoicing of the Museum based on solicitations made, rather than withholding of amounts from funds raised. No outside fundraiser has custody of any funds raised. 1 Association of Science-Technology Centers 1025 Vermont Ave NW 500 Washington DC 20005 521926756 501(c)(3) 21033 Fed'l subaward: Nanoscale Informal Science Education Childrens Museum of Houston 1500 Binz St Houston TX 77004 742178563 501(c)(3) 113340 Fed'l subaward: Nanoscale Informal Science Education Davis Square Research Associates 119 College Ave 41 Somerville MA 02144 383792037 10000 Fed'l subaward: Bridging Eng., Sci., and Tech. Evergreene Research & Evaluation 127 Cobbler Lane Sugar Grove IL 60054 453341721 22414 Fed'l subaward: Creating Communities of Learners Exploratorium 3601 Lyon St San Francisco CA 94123 941696494 501(c)(3) 64514 Fed'l subaward: Nanoscale Informal Science Education Harvard University 1033 Mass Ave Ste 3 Cambridge MA 02138 042103580 501(c)(3) 8594 Fed'l subaward: Creating Communities of Learners Ideum Inc 2469 Corrales Rd Bldg C Corrales NM 87048 943385783 12214 Fed'l subaward: Creating Mus. Media for Everyone Institute For Learning Innovation 3168 Braverton St 280 Edgewater MD 21037 521467051 501(c)(3) 51000 Fed'l subaward: Virtual Humans exhibit Johns Hopkins University 1101 E 33rd St Baltimore MD 21211 520595110 501(c)(3) 9648 Fed'l subaward: Creating Communities of Learners MA State Science & Engineering Fair 955 Mass Ave 350 Cambridge MA 02138 042707499 501(c)(3) 15000 Subaward under Broadcom Science Fair grant Madison Children's Museum 100 N Hamilton St Madison WI 53703 391383497 501(c)(3) 9443 Fed'l subaward: Creating Communities of Learners Maryland Science Center 601 Light Street Baltimore MD 21230 520668166 501(c)(3) 14975 Fed'l subaward: Creating Communities of Learners Materials Research Society 506 Keystone Dr Warrendale PA 15086 311037979 501(c)(3) 84519 Fed'l subaward: Nanoscale Informal Science Education New York Hall of Science 47-01 111th St Corona NY 11368 112104059 501(c)(3) 46842 Fed'l subaward: Nanoscale Informal Science Education North Carolina Museum of Life and Science 433 W Murray Ave Durham NC 27704 560938434 501(c)(3) 143154 Fed'l subaward: Nanoscale Informal Science Education Oregon Museum of Science and Industry 1945 SE Water Ave Portland OR 97214 930402877 501(c)(3) 370258 Fed'l subaward: Nanoscale Informal Science Education Science Museum of Minnesota 120 W Kellogg Blvd St Paul MN 55102 410706172 501(c)(3) 2453264 Fed'l subaward: Nanoscale Informal Science Education Sciencenter 601 First St Ithaca NY 14850 222470652 501(c)(3) 420407 Fed'l subaward: Nanoscale Informal Science Education Space Science Institute 4750 Walnut St Ste 205 Boulder CO 80301 841215290 501(c)(3) 20312 Fed'l subaward: Creating Mus. Media for Everyone SRI International 333 Ravenswood Ave Menlo Park CA 940253493 941160950 501(c)(3) 95750 Fed'l subaward: Nanoscale Informal Science Education The Franklin Institute Science Museum 222 North 20th Street Philadelphia PA 19103 231370501 501(c)(3) 61643 Fed'l subaward: Nanoscale Informal Science Education The Regents of Univ of CA Berkeley 171 University Hall Spc 1104 Berkeley CA 94720 946002123 State of CA 200335 Fed'l subaward: Nanoscale Informal Science Education University of Wisconsin 1220 Linden Dr Madison WI 53706 396028867 State of WI 83564 Fed'l subaward: Nanoscale Informal Science Education WGBH Educational Foundation One Guest Street Boston MA 02135 042104397 501(c)(3) 17147 Fed'l subaward: Creating Mus. Media for Everyone 21 3 Admission fee waivers 39945 0 159779 Retail price Fee waiver Course fee waivers 97 0 48725 Retail price Fee waiver Overnight program fee waivers 602 0 27100 Retail price Fee waiver Teacher stipends 150 119324 0 College scholarships 22 61500 0 Prizes and awards 2 25000 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 CASH GRANTS: The Museum's cash awards fall into four categories. A) Subawards under grants - These are monies passed through to institutions who have applied for government and private grants jointly with the Museum. The Museum monitors the subawardees' use of funds in accordance with the regulations governing such grants and the adequacy of this monitoring is audited annually under the provisions of OMB Circular A-133. B) Prizes and awards - The Museum administers two annual awards for the recognition of scientific publication and communication. As these awards are honoraria, monitoring of their use is not applicable. C) Stipends - These are payments to participants in professional development workshops offered by the Museum, or in pilot testing of Museum products and programs. As these payments are simple flat stipends based on number of workshop days, or on pilot test milestones, monitoring of their use is not applicable. D) Computer Clubhouse Network support - These are 2 classes of payments made to or on behalf of member sites in the Intel Computer Clubhouse Network, of which the Museum is the flagship site. The Museum's primary role is to advise and to coordinate communication and cooperation between sites, but each site is an independent entity. The Museum occasionally provides pass- through funding from Intel to help establish and upgrade Clubhouse sites, and also provides travel support for representatives from sites to attend the network Annual Meeting and the bi-ennial Teen Summit. The Museum also passes through Intel funding for Clubhouse to College scholarships. Scholarships are awarded through an application process which includes review by staff of the Clubhouse Network, a representative from MIT, a representative from Intel, Museum staff people not directly associated with the Clubhouse program and has also included mentors and staff from around the Network. For travel stipends and other support of Clubhouse sites, the Museum requires both narrative and financial reporting to ensure funds are used appropriately. For scholarships paid on behalf of individual students from Clubhouse sites, checks are issued directly to the college being attended, rather that to the student, to ensure use of the funds for the purpose intended. NON-CASH GRANTS: The Museum also provides substantial non-cash "scholarships" for reduced-fee or no-fee participation in Museum programs for which a fee is usually charged. For these transactions, no funds are disbursed to the grantee; they are simply charged less, or not at all, for the program attended. Eligibility is determined in a number of ways, depending on the nature of the grantee. Schools are evaluated based on location in under-served neighborhoods or by percentage of free/reduced lunch program students. Community groups are evaluated on the basis of charitable status. Individual grantees are evaluated on the basis of income or residence in under-served areas. As the operation of these non-cash awards is entirely internal to the Museum, monitoring the use of the funds is also entirely internal and accomplished through the Museum's own accounting system. X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Ioannis N Miaoulis 363033 0 0 0 208711 0 13475 0 15232 0 600451 0 0 0 Wayne Bouchard 238441 0 0 0 10464 0 17848 0 10232 0 276985 0 0 0 Joan Hadly 233627 0 0 0 1719 0 14380 0 5304 0 255030 0 0 0 Lawrence Bell 194522 0 0 0 1302 0 14528 0 3804 0 214156 0 0 0 E James Kraus 197403 0 0 0 1230 0 12272 0 2500 0 213405 0 0 0 Jonathan R Burke 180429 0 0 0 185 0 10530 0 10232 0 201376 0 0 0 Paul M Fontaine 181575 0 0 0 794 0 13908 0 3510 0 199787 0 0 0 John T Slakey 169157 0 0 0 729 0 13135 0 12232 0 195253 0 0 0 Christine Cunningham 164322 0 0 0 136 0 8765 0 0 0 173223 0 0 0 Cynthia G Mackey 151403 0 0 0 937 0 11257 0 0 0 163597 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The Museum provides to its President and Director two forms of compensation not available to other employees. Due to the significant amount of travel undertaken by the President and Director on behalf of the Museum, travel costs for his wife are sometimes provided in cases where the nature or purpose of a trip is such that accompaniment by a spouse is expected or customary. Amounts provided under this arrangement are reported on Form W-2 as appropriate. The Museum also provides college tuition, room, and board for the President and Director's children, grossing up the payments to offset the related tax obligations. These payments are included in Part II Column (B)(iii) Other reportable compensation. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The Compensation Committee of the Museum's Board meets twice yearly, once in spring and once in the late summer or early fall. The first meeting is focused on establishing a recommendation to the Finance Committee that budgets for the upcoming fiscal year's museum-wide merit increase pool. The second meeting is focused on the review of the performance of Key Employees and other senior leadership staff for the prior year and to approve the recommendations of the President/Director for any salary increases. In addition, the Committee reviews the performance and compensation of the President/Director and recommends any adjustment to compensation if warranted. In order to do this in a fully knowledgeable manner, the Committee annually reviews information obtained by the Vice President of Human Resources though a variety of resources. These resources include an outside survey group used to benchmark each of the senior management positions including the President and Director against local non-profit organizations that are of a similar size. In addition, the Museum uses public resources such as Guidestar to access salaries of key people in Museums located in metropolitan areas. Finally, the Museum participates in and receives information from local and regional salary surveys of other Museums in New England. This process gives a clear picture of local, regional and national salary levels for its senior management. The Compensation Committee reviews this information in addition to the history of compensation increases, overall performance of the individual and of the Museum prior to approving or making recommendations for compensation increases. Independent School Compensation Corporation Museum Treasurer/CFO is a Trustee of ISCC 105200 Payment of workers comp insurance premiums 0 Verizon Entity of which Trustee Sandra Moose is a director 118267 Payments for phone service 0 SchL_P04_S00_L00 Schedule L, Part IV With respect to business relationships with companies associated with Trustees or Key Employees, it is the Museum's policy to subject such companies to the same procurement policies, procedures, and requirements as other, nonrelated, firms. X 0 n/a X 48 481191 Market (hi/lo) X 1 0 n/a X 1 0 n/a X Networking equipment 1 352572 List price X MIsc. supplies 1 2472 List price X Misc. equipment 2 5786 List price 0 0 1 0 SchM_P01_S00_L00 Schedule M, Part I In all instances in this Schedule, figures in Column (b) represent number of contributions, even where a contribution may include multiple items. SchM_P01_S00_L33 Schedule M, Part I, Line 33 Lines for which Column (a) is checked but (c) is zero represent donations to the Museum's Collections of items of nominal value. F990_P06_S0A_L04 Form 990, Part VI, Section A, Line 4 The Museum has amended its bylaws to require that all standing committees include at least 3 Voting Trustees (previously only the chair of each committee was required to be a Voting Trustee). A quorum for a committee, previously determined by each committee, is now defined as a majority of the Voting Trustee members of the committee. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Museum's Form 990 is prepared by the staff of the Accounting Department. It is then reviewed by the CFO and presented to the Audit Committee of the Museum's Board for further review. After the Audit Committee review, the final version of Form 990 is provided to all members of the Museum's Board before the form is filed. For FY12, the Form 990 was also reviewed by the Museum's auditors CBIZ/Tofias. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Upon election/hiring, and annually thereafter, all Museum Trustees, Overseers (an advisory, but non-governing body), and Key Employees are required to fill out a detailed Conflict of Interest form which solicits detailed information about associations with companies, organizations, and each other that may represent a conflict of interest with respect to the Museum. The forms are reviewed at least annually by both the CFO and staff of the Museum's Accounting department to identify any reported conflicts which may require disclosure and/or further follow-up. With respect to business relationships with companies associated with Trustees or Key Employees, it is the Museum's policy to subject such companies to the same procurement policies, procedures, and requirements as other, nonrelated, firms. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Compensation Committee of the Museum's Board meets twice yearly, once in spring and once in the late summer or early fall. The first meeting is focused on establishing a recommendation to the Finance Committee that budgets for the upcoming fiscal year's museum-wide merit increase pool. The second meeting is focused on the review of the performance of Key Employees and other senior leadership staff for the prior year and to approve the recommendations of the President/Director for any salary increases. In addition, the Committee reviews the performance and compensation of the President/Director and recommends any adjustment to compensation if warranted. In order to do this in a fully knowledgeable manner, the Committee annually reviews information obtained by the Vice President of Human Resources though a variety of resources. These resources include an outside survey group used to benchmark each of the senior management positions including the President and Director against local non-profit organizations that are of a similar size. In addition, the Museum uses public resources such as Guidestar to access salaries of key people in Museums located in metropolitan areas. Finally, the Museum participates in and receives information from local and regional salary surveys of other Museums in New England. This process gives a clear picture of local, regional and national salary levels for its senior management. The Compensation Committee reviews this information in addition to the history of compensation increases, overall performance of the individual and of the Museum prior to approving or making recommendations for compensation increases. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Museum's financial statements, Form 990, and other key documents are available in either hard copy or electronically upon request. Form 990 is also available through publicly accessible websites such as Guidestar.org. The audited financial statements are available on the Museum's website at http://www.mos.org/annual-reports. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized gains (2,982,925); Amortization of liability 205,140; Change in value of Split Interest agreements (319,510); Capitalized bond fees (2,417); Rounding variances (1). Science Museum Exhibit Collaborative 1 Science Park Boston MA 021141099 222578949 Supporting organization MA 501(c)(3) 509(a)(3) - Type I N/A 0 Charitable Remainder Annuity Trusts (1) 1 Science Park Boston MA 02114 Charitable Remainder Annuity Trust MA N/A T 0 96915 Charitable Remainder Unitrusts (4) 1 Science Park Boston MA 02114 Charitable Remainder Unitrust MA N/A T 0 1812714 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Science Museum Exhibit Collaborative b 100000 Cash Science Museum Exhibit Collaborative c 100000 Cash