2012-11-05T10:11:33-07:00 2011-12-31 990 2011-01-01 042104690 MARINE BIOLOGICAL LABORATORY MARI 5082897201 7 MBL Street Woods Hole MA 02543 Gary Borisy 5082897300 2012-11-05 2011 2016-02-24 21:20:13Z Gary Borisy 7 MBL Street Woods Hole MA 02543 53695018 0 X www.mbl.edu X 1888 MA Independent science institution that undertakes the highest level of creative research and education in biology, including biomedical and environmental sciences. 34 30 463 29 11440 5391 34036445 32722542 11698919 11879003 2276152 1680149 1293816 1187120 49305332 47468814 4621626 4389675 0 0 22567393 22851343 0 0 1240360 19309381 21025624 46498400 48266642 2806932 -797828 157577813 152250850 42611104 44927666 114966709 107323184 INDEPENDENT SCIENCE INSTITUTION THAT UNDERTAKES THE HIGHEST LEVEL OF CREATIVE RESEARCH AND EDUCATION IN BIOLOGY, INCLUDING BIOMEDICAL AND ENVIRONMENTAL SCIENCES. 0 0 37475173 3524995 10655581 MEDICAL RESEARCH, GENERAL/OTHER: THE MARINE BIOLOGICAL LABORATORY MAINTAINS LABORATORIES FOR THE SCIENTIFIC STUDY AND INVESTIGATION OF A WIDE RANGE OF BIOLOGICAL STUDIES FROM BIOMEDICAL TO ECOLOGICAL RESEARCH. 7720830 864680 1385677 EDUCATIONAL PROGRAMS: THE MARINE BIOLOGICAL LABORATORY IS AN ESTABLISHED EDUCATIONAL ORGANIZATION OF BIOLOGY AND NATURAL HISTORY WITH AN INTERNATIONALLY RENOWN COURSE FACULTY AND WORLD-WIDE STUDENT POPULATION. 0 0 0 45196003 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 0 1 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 322 0 1 463 1 1 1 1 CJ UC 0 0 0 1 1 0 0 0 0 X 34 30 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X Maureen Nunez 5082897201 7 MBL Street Woods Hole MA 02543 Robert Ament 1 X 0 0 0 Bruce Beal 1 X 0 0 0 Millicent Bell 1 X 0 0 0 Gary Borisy 40 X X 372920 0 40673 Mary Conrad 1 X X 0 0 0 Thomas Crane 1 X 0 0 0 John Dowling 1 X 0 0 0 Paul Dupee 1 X 0 0 0 David Gadsby 1 X X 0 0 0 James Galloway 1 X 0 0 0 Gerald Fink 1 X 0 0 0 Gerald Fischbach 1 X 0 0 0 Patrick Gage 1 X 0 0 0 Caroline Harwood 1 X 0 0 0 David Hibbitt 1 X 0 0 0 Kurt Isselbacher 1 X 0 0 0 Kenneth Johns 1 X 0 0 0 George Logan 1 X 0 0 0 Douglas Melton 1 X 0 0 0 Ambrose Monell 1 X 0 0 0 Richard Morse 1 X 0 0 0 Ronald O'Hanley 1 X 0 0 0 Dana Ono 1 X 0 0 0 Saul Pannell 1 X 0 0 0 Jeffrey Pierce 1 X 0 0 0 Robert Prendergast 1 X 0 0 0 George Putnam 1 X 0 0 0 Patricia Robertson 1 X 0 0 0 Elise Rose 1 X 0 0 0 Charles Rosenthal 1 X 0 0 0 John Rowe 1 X X 0 0 0 Joan Ruderman 10 X X 0 0 12844 Walter Salmon 1 X 0 0 0 James Sharp 1 X 0 0 0 Christopher Weld 1 X X 0 0 0 Homer Lane 40 X 82211 0 16468 David McLean 40 X 77716 0 19267 Hugh Ducklow 40 X 196324 0 35764 Joshua Hamilton 40 X 229547 0 39651 Mitchell Sogin 40 X 206690 0 37137 Roger Hanlon 40 X 169699 0 33373 Stephen Highstein 40 X 198433 0 36124 Jerry Melillo 40 X 214014 0 37906 David Patterson 40 X 151599 0 31505 Gaius Shaver 40 X 156992 0 31925 2056145 0 372637 27 0 1 0 Blue Cross Blue Shield of Massachusetts PO Box 4701 Woburn MA 01888 Health Insurance 2986585 Sodexho Inc and Affiliates PO Box 360170 Pittsburgh PA 15251 Food Service 1873071 Elsevier BV PO Box 7247 8455 Philidelphia PA 19170 Electronic Subscription Service 469034 Hub International New England 600 Longwater Drive Norwell MA 02061 Insurance Services 462987 Aquatic Habitats Inc 2395 Apopka Blvd Apopka FL 32703 Installation Aquatic Animal Housing 405231 10 0 30750 46948 0 24028550 8616294 1003348 32722542 Research, Education, Publications 541700 9544290 9544290 0 0 Tuition, Dorm & Dining 611600 1676263 1676263 0 0 Library 519100 1589 1589 0 0 Advertising 541800 3633 0 3633 0 Rental Income 532000 653228 653228 0 0 0 0 0 0 11879003 1555077 0 -1377 1556454 0 0 0 0 19896 0 0 19896 1000000 0 0 0 1000000 0 1000000 0 0 1000000 6316363 0 6191291 0 125072 0 125072 0 9184 115888 39882 46948 34913 4969 0 4969 Miscellaneous Revenue 541700 162255 162255 0 0 0 0 0 0 162255 47468814 12037625 11440 2697207 2912764 2912764 1342811 1342811 134100 134100 0 0 1354367 559055 795312 0 0 0 0 0 15734464 14654648 390599 689217 1428252 1327157 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14111391 50634010 54261452 114966709 107323184 157577813 152250850 X -797828 -6845697 X 0 1 1 X 1 1 X 31592446 40131500 44183135 34036445 32722542 182666068 31592446 40131500 44183135 34036445 32722542 182666068 10807858 171858210 1370796 1241598 1924022 2360528 2574970 9471914 45912 3428 3624 23026 6391 82381 722860 488487 133320 251903 167224 1763794 193984157 54655856 0.88594 0.77772 X Other Income shows miscellaneous activity. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 140 0 1 48500 48640 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 The MBL hired a consultant to contact various people/agencies regarding MBL funding. 0 0 0 0 X X X 0 62712485 5814431 -1709775 2896287 947192 0 62973662 55007234 5585315 7103539 2658065 2325538 0 62712485 41947345 8420117 11257536 2361449 4256315 0 55007234 56431934 3980756 -14866571 2579808 1018966 0 41947345 0.1063 0.782 0.1117 0 0 0 3083162 3083162 0 98778451 39618419 59160032 0 0 0 0 0 20114128 11008551 9105577 0 1023909 842164 181745 71530516 0 0 Equity Trust Fund 3778908 F Long/Short Equity Hedge Funds 11482056 F Other Hedge Funds 2511336 F Absolute Return Hedge Fund 11994275 F Private Equity 845261 F 30611836 0 Swap Agreement Liability 6302139 Future Program Resources 298619 Annuities and Unitrusts Payable 504026 Advances on Contracts - Long Term 507267 Liability of Post Retirement Benefits 439147 Line of Credit 250000 8301198 47468814 48266642 -797828 -3383626 0 0 0 -3462071 -6845697 -7643525 44164623 -3383626 0 0 79435 -3304191 47468814 0 0 0 47468814 51808148 0 0 0 3541506 3541506 48266642 0 0 0 48266642 SchD_P03_S00_L04 Schedule D, Part III, Line 4 Rare books, journals and prints located and used in the MBL Library for research and preservation. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The endowment funds were established for a variety of purposes; research, scholarships, library, plant and unrestricted. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Laboratory is a tax-exempt organization as described in Section 501(c)(3) of the Internal Revenue Code (the Code) and is generally exempt from income taxes pursuant to Section 501(a) of the Code. In fiscal year 2009, the Laboratory adopted guidance which requires recognition of the benefit of a tax position only after determining that the relevant tax authority would more-likely-than-not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement with the relevant taxing authority. The Laboratory's management has reviewed its tax positions for open periods and determined that no provision for income taxes is required in these financial statements. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Decrease in interest rate swap (3,369,856) Increase in periodic pension costs (176,737) Present value of annuities adjustment 44,522, Director's housing allowance 40,000. Total (3,462,071) SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Add back the present value Annuities adjustment of 44,522, and add back the special event expense of 34,913 for a total of 79,435. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Deduct the value of the swap rate decrease of (3,369,856), the special events expense of (34,913), and the expense of periodic pension costs of (176,737). Add back the expense for Director's housing allowance of 40,000 for a total of (3,541,506). 1 Central America and the Caribbean 0 0 Program Services Travel related to research and education 1995 East Asia and the Pacific 0 0 Program Services Travel related to research and education. 8604 Europe (including Iceland and Greenland) 0 0 Program Services Travel related to research and education. 53220 Middle East and North Africa 0 0 Program Services Travel related to research and education. 3616 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Travel related to research and education. 15364 Russia and the newly independent States 0 0 Program Services Travel related to research and education. 1374 South America 0 0 Program Services Travel related to research and education. 5737 South Asia 0 0 Program Services Travel related to research and education. 4718 Sub-Saharan Africa 0 0 Program Services Travel related to research and education. 2155 South America 0 0 Grantmaking Research grant subcontract. 10000 Middle East and North Africa 0 0 Grantmaking Research grant subcontract. 124100 0 0 230883 South America Research grant 10000 EFT 0 Middle East and North Africa Research grant 124100 EFT 0 2 0 1 0 1 1 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 For grants and subcontracts to institutions outside the United States, an agreement is prepared by the Office of Sponsored Programs (OSP) at the MBL, and approval is obtained from the funding agency when applicable. The MBL requires that the agreement include a budget and justification, and that the agreement must be approved in writing by a signatory official in the sub-awardees's grants department. Additional information may be requested as applicable, such as an A-133 report or the local country's equivalent, and a copy of the annual audit. Most subcontracts are awarded to established institutions. There were two foreign subcontracts active in 2011. Progress reports must be submitted by the recipient and are reviewed by the MBL principal investigator (PI) on the grant. A site visit may be arranged to review or monitor the quality or progress of the sub-awardee. Financial reports are reviewed by OSP and are expected to have been prepared on a basis comparable to Generally Accepted Accounting Principles of the United States. Subcontract invoices are received and reviewed by OSP and forwarded to the PI for approval. OSP then forwards the invoice to accounting for processing. All expenses and payments on the sub-award are recorded in the accounting system on an accrual basis. SchF_P01_S00_L03 Schedule F, Part I, Line 3 A travel summary report is required to be filled out for any travel by the MBL staff. The report requires the name of the person, dates of travel, destination and the purpose for the travel. Any expenses related to the trip such as out of pocket expenses, transportation or lodging expense, pre-paid expenses via purchase order or expenses paid via credit card must be reported on this form. This form is submitted to the accounting department where the travel is recorded, sorted by region and reported in Part 1 of Schedule F as applicable. All expenses are recorded in US dollars and accounted for using the accrual basis of accounting. 2011 Gala 86830 46948 39882 0 0 0 6061 12767 16085 0 0 86830 46948 39882 0 0 0 6061 12767 16085 34913 4969 1 Brown University 164 Angell Street Providence RI 02912 050258809 501(c)3 193890 0 Research Clark University 950 Main Street Worcester MA 01610 042111203 501(c)3 68944 0 Research Duke University 334 N Building Durham NC 27708 560532129 501(c)3 195131 0 Research Education Development Center 55 Chapel Street Newton MA 02458 042241718 501(c)3 22701 0 Research Forsyth 140 The Fenway Boston MA 02115 042104230 501(c)3 81770 0 Research Harvard University PO Box 415619 Boston MA 02241 042103580 501(c)3 72015 0 Research Lamont Doherty Earth Observatory 1210 Amsterdam Ave New York NY 10027 135598093 501(c)3 103375 0 Research Lehigh University 526 Brodheard Ave Bethlehem PA 18015 210795445 501(c)3 41186 0 Research Mass Audobon Society 208 S Great Road Lincoln MA 01773 042104702 501(c)3 5400 0 Research Mount Sinai One Gustave L Levy Place Box 1075 New York NY 10029 136171197 501(c)3 171246 0 Research Marthas Vineyard Shellfish PO Box 1552 Great Pond II Oak Bluffs MA 02567 042612898 501(c)3 6896 0 Research Northeastern University 405 Lake hall 360 Huntington Avenue Boston MA 02115 042167244 501(c)3 43590 0 Research Northwest Florida State College 100 College Blvd Niceville FL 32578 596001874 501(c)3 17648 0 Research Northwestern University 750 N Lake Shore Rd Chicago IL 60611 362167817 501(c)3 8852 0 Research Polar Ocean RG PO Box 368 Sheridan MT 59749 810536140 501(c)3 187899 0 Research Research Foundation of CUNY 230 W 41st Street 7th Floor New York NY 10036 131988190 501(c)3 135000 0 Research Rutgers University 3 Rutgers Plaza New Brunswick NJ 08901 226001086 501(c)3 109838 0 Research Scripps Institute 9500 Gilman Dr La Jolla CA 920370009 951642394 501(c)3 102174 0 Research University of Chicago 970 East 58th Street Chicago IL 60637 362177139 501(c)3 22345 0 Research University of Connecticut 263 Farmington Avenue Famington CT 06030 670772160 501(c)3 127841 0 Research UC Santa Cruz 1156 High Street Santa Cruz CA 95064 042105850 501(c)3 10269 0 Research University of Massachusetts 70 Butterfield Terrace Amherst MA 01003 043167352 501(c)3 29322 0 Research University of Georgia Research Foundation 465 N Lumpkin Street Athens GA 30602 581353149 501(c)3 100808 0 Research University of Michigan 1015 LSA Ann Arbor MI 48109 386006309 501(c)3 79986 0 Research University of New Hampshire 51 College Rd Durham NH 03824 026000937 501(c)3 79028 0 Research University of Washington 12455 Collections Drive Chicago IL 60693 916001537 501(c)3 27154 0 Research University of Illinois 506 S Wright Street 182 Admin Building Urbana IL 61801 376000511 501(c)3 21530 0 Research University of South Carolina 901 Summer Street Columbia SC 29208 570967350 501(c)3 70644 0 Research US Geological Survey PO Box 25046 Denver CO 80225 530196958 Government Entity 36814 0 Research Utah State University 2400 Old Main Hill Logan UT 84322 876000052 501(c)3 24991 0 Research University of Virginia 1001 N Emmit St Charlottesville VA 22904 546001796 501(c)3 130696 0 Research University of Vermont 85 S Prospect St 340 Waterman Building Burlington VT 05405 030179440 501(c)3 183326 0 Research Virginia Institute of Marine Studies PO Box 1346 Gloucester Point VA 23062 546001718 501(c)3 194573 0 Research Woods Hole Oceangraphic Institute 221 Oyster Pond Rd Woods Hole MA 02543 042105850 501(c)3 192604 0 Research University of Rhode Island 70 Lower College Road Kingston RI 02881 056000522 501(c)3 10278 Research 35 0 Research Awards 27 478131 0 Scholarships 231 864680 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 The Grants Accountant and Controller oversee all grant, contract or cooperative agreement awards compliance. This includes establishing a new job center for each award, reconciling allowable expenses to the sponsor's requirements, accounting of all costs on active awards, ensuring grant, contract or cooperative agreement expenses do not exceed the award revenues, completing all billing to government and private agencies, and completing a financial close-out of all finished awards assuring proper reporting to federal and non-federal agencies. SchI_P03_S00_L00 Schedule I, Part III Research award oversight is provided by the Office of the Chief Academic and Scientific Officer (CASO). Research award applications are reviewed by a committee of internal and external scientists, who forward their recommendations to the President/CEO of MBL and CASO who make the final determination of specific awards and award amount. The CASO then forwards an acceptance letter and contract to each awardee, listing the terms and reporting requirements of the award. The CASO office then tracks the awardee's research progress and expenditures through their stay at MBL to ensure that the awardees stay closely within budget, and reviews the required report due approximately one month after the completion of the term covered by the research award. Scholarships are awarded by the Education Office from grants and contributions, many of which have limitations on who and what the scholarship may be awarded to including the nationality,home institution, and course being taken. The Education Director determines the amount and if a student is eligible for a scholarship according to these limitations. Awards are first used to cover tuition costs and then room and board and travel expense if the amount awarded allows this. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 Gary Borisy 332920 0 0 0 40000 0 24500 0 16173 0 413593 0 Homer Lane 82211 0 0 0 0 0 8444 0 8024 0 98679 0 0 David McLean 77716 0 0 0 0 0 8174 0 11093 0 96983 0 0 Hugh Ducklow 196324 0 0 0 0 0 20078 0 15686 0 232088 0 0 0 Joshua Hamilton 229547 0 0 0 0 0 23429 0 16222 0 269198 0 0 0 Mitchell Sogin 206690 0 0 0 0 0 21033 0 16104 0 243827 0 0 0 Roger Hanlon 169699 0 0 0 0 0 17447 0 15926 0 203072 0 0 0 Stephen Highstein 198433 0 0 0 0 0 19970 0 16154 0 234557 0 0 0 Jerry Melillo 214014 0 0 0 0 0 21765 0 16141 0 251920 0 0 0 David Patterson 151599 0 0 0 0 0 15707 0 15798 0 183104 0 0 0 Gaius Shaver 156992 0 0 0 0 0 16096 0 15829 0 188917 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The President/Director is provided housing as part of his compensation package. The value of the housing is computed at market rate and included in his W-2. The MBL includes in the President/Director's compensation an amount that approximates the Federal and State tax liability associated with the value of the housing. The amount for 2010 was calculated to be $22,544 and was paid in 2011. The amount for 2011 was calculated to be to be $22,544 and was paid in 2012. Massachusetts Development Finance Agency 043431814 57583RFL4 2006-04-26 34000000 Renovation of facilities and refinancing 0 0 0 745000 0 34500092 0 134301 0 0 0 0 18825538 0 0 2008 0 1 1 1 0 1 1 0 1 0 0.026 0.002 0.028 1 0 1 1 Morgan Stanley 30.3 1 0 1 Trans America 1.5 1 0 1 SchK_P02_S00_L03 Schedule K, Part II, Line 3 The remaining proceeds of the bond issue (not identified elsewhere in Part II) were used to refinance existing bonds. Hugh Ducklow Second Mortgage X 157250 165566 0 0 1 Joshua Hamilton Second Mortgage X 174375 182348 0 0 1 347914 Dart Neuroscience LLC Trustee 1000000 Rental of lab space at the MBL by Dart Neuroscience LLC of which Kenneth Johns is CEO. 0 Carl Zeiss Microscopy LLC Trustee 1652402 Purchase of scientific equipment in the amount of 1,650,155 from Carl Zeiss Microscopy LLC of which James Sharp is president. Sponsorship by Carl Zeiss Microscopy LLC in the amount of $2,247 for the MBL internal telephone directory. 0 SchL_P02_S00_L00 Schedule L, Part II The total balance due listed in Schedule L, PT II differs from PT X, Line 5 due to accrued interest shown on Form 990 but not on the Financial Statements of the organization. X 29 617855 Market Value X 1 375000 Appraisal X Scientific equipment 3 10493 Market Value 1 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Stock donations are typically received in the MBL's Morgan Stanley Smith Barney account and typically sold as soon as possible by Morgan Stanley Smith Barney. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 There are 352 Corporation Members who are nominated by the Science Council and elected at the annual or special meetings by the members and serve until death or resignation. The Corporation Members have limited voting rights regarding changes in the Bylaws. Bylaw amendments, which have been made by the Board, may be amended or repealed by the Members at a properly called meeting. Specifically reserved to the Members is the power to amend the sections of the Bylaws related to removal of Trustees and Bylaw amendments, and any other provisions of the Bylaws (or as required by law or the Articles of Organization) that require action by the Members. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The Corporation Members elect a Chair of the Science Council, who also becomes a member of the governing board. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b As described above in the context of Part VI, Section A, Line 6. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Form 990 is prepared by the MBL Staff and reviewed by Grant Thornton LLP, the institutions audit and tax services firm. A draft copy is then submitted to the Audit Committee of the Board of Trustees for a thorough review. A final version is given to all members of the Board of Trustees five (5) days before the filing date. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c All employees of the MBL are annually sent the following from Human Resources: a link to the online MBL conflict of interest policy, a memo explaining the need for all employees to fill out the disclosure form, and the disclosure form. Human Resources ensures that all employees return the form by the requested due date. The forms are reviewed and signed by the Human Resources Director. All forms with a potential conflict of interest are reviewed by the MBL President/Director. The Human Resources Director and the President/Director attempt to resolve the conflict with the employee. Failure to comply with the policy may result in dismissal, subject to and in accordance with the terms of any applicable employment agreement. All MBL board members are sent a copy of the Trustee conflict of interest policy and a conflict of interest disclosure form to be filed within 30 days of election to the board and annually thereafter. The disclosure forms are received by the President/Director's office, and forwarded to the Chief Financial Officer. The forms are reviewed for possible conflicts of interest by the Chairman of the Board. If conflicts of interest cannot be resolved or the board member fails to comply with the policy, the board member may be subject to removal by a vote of the board pursuant to the bylaws. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The President/Director's compensation package for 2011 was determined and approved by the Board of Trustees after review of comparable salaries & benefits in the industry using at least two sources of data. Contemporaneous substantiation of the deliberation and decision is maintained by the institution. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The governing documents and conflict of interest policy are available on the website. Financial statements are available upon request to the CFO. F990_P11_S00_L05 Form 990, Part XI, Line 5 Other Changes consists of the following deductions, an unrealized investment loss of $3,383,626, the interest rate swap decrease of $3,369,856 and the periodic pension expense of $176,737 and additions of an increase in the present value Annuities adjustment of $44,522 and the President/Director's housing allowance of $40,000 (W-2 only). MBL Post Retirement Health Plan 7 MBL Street Woods Hole MA 02543 043285249 Post retirement health care benefits MA 501(C)(9) NA The Marine Biological Laboratory 1 TR U A Marine Biological Laboratory 7 MBL Street Woods Hole MA 02543 136044672 General support of the MBL NY 4947(A)(1) Trustees 0 TR U A Marine Biological Lab Library 7 MBL Street Woods Hole MA 02543 136045011 Support for the MBL Library NY 4947(A)(1) Trustees 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0