2012-05-03T13:42:40-05:00 2011-12-31 041617630 Meyer Regan & Wilner LLP PO Box 831 Fall River MA 027220831 990 2011-01-01 043066693 LLOYD CENTER FOR THE ENVIRONMENT INC LLOY 5089900505 430 POTOMSKA ROAD DARTMOUTH MA 027481326 ROBERT A MACGREGOR 5089900505 2012-04-12 1 Melissa B Kenyon P01272045 5086796451 2012-04-12 2011 2016-02-24 21:20:13Z ROBERT A MACGREGOR 430 POTOMSKA ROAD DARTMOUTH MA 027481326 749273 0 X www.lloydcenter.org X 1984 MA Protecting the nature of our coastal environment through research and education. 16 16 9 200 0 0 323823 327046 107224 130292 58341 47466 -24882 -41223 464506 463581 0 0 0 0 371771 398978 0 0 67221 275762 279254 647533 678232 -183027 -214651 3258651 2998397 50438 66671 3208213 2931726 X To conduct research and provide educational program services designed to promote a scientific and public understanding of coastal, estuarine and watershed environments, largely in, but not restricted to, the coastal environments of southeastern New England. 0 0 161875 71802 Environmental Research: Since its founding, the Lloyd Center has focused its research activities on assessing and documenting the distribution and ecology of the natural resources of southeastern New England. This past year, the Lloyd Center continued both pre- and post- restoration monitoring of a number of local salt marshes. Collaborating with Tufts University, the Lloyd Center completed its 8th year as the Buzzards Bay coordinator of the Seabird Stranding Network, documenting instances of seabird mortality and live-bird activity on the western shoreline of Buzzards Bay. Lloyd Center scientists conducted rare-species habitat assessments in Plymouth, Martha's Vineyard, and a number of other nearby locations. The Center also gathered baseline data for its Biodiversity Initiative, documenting the biota of southeastern Massachusetts. Focusing on species listed in Massachusetts Endangered Species Act, members of the Center's research staff conducted comprehensive Lepidoptera inventories and assessments for the Commonwealth of Massachusetts (under its Natural Heritage & Endangered Species Program), potential developments in Martha's Vineyard and Plymouth, and the town of Foxboro. The Center continued its collaboration with Martha's Vineyard conservation agencies and produced rare-habitat assessments for a growing number of private landowners. In addition to its continuing work in protecting Piping Plovers and state threatened species including Diamondback Terrapins on the Commonwealth's Division of Conservation and Recreation beaches in Bristol County, the Center completed its 26th year of monitoring and protecting the federally-listed ("threatened") Piping Plovers. 268718 46104 Environmental Education: The Lloyd Center continues to provide and increasing number of unique hands-on science programs for schoolchildren and adolescents in over 20 different New England cities and towns, at levels ranging from kindergarten through college. This past year, the Lloyd Center worked with over 40 elementary and middle schools in the region, visiting a growing number of students on a regular basis to teach interactive lessons on relevant and critically important environmental issues. Two of the curriculum-based offerings, Feathery Focus (an ornithology program specially created for the third-grade level) and Turn-the-Tide (a program dealing with the ecosystems of local estuaries, taught on the fifth-grade level), have proven to be especially effective. All education programs are designed to meet the Massachusetts Curriculum Frameworks in Science and Technology/Engineering and in History/Social Studies. For children ages 5-15, the Center's Education Department annually provides up to 15 distinct summer programs designed to help students develop a better understanding of science and a deeper appreciation for the need to protect the fragile nature of our coast. Every year, as many as 13,000 students benefit from the participation in Lloyd Center education programs. 110769 15008 Environmental Outreach: The Lloyd Center offers a wide variety of programs designed to engage the minds of southeastern New England citizens of all ages, expanding their understanding of the fragile nature of our coastal environment and the importance of working together to protect it. This past year, popular programs include canoe tours, kayak trips, nature walks, shore-birding expeditions, seal-watches, whale-watches, midnight "owl-prowls", butterfly and moth identification workshops, as well as our annual fall rowing and paddling regatta, designed to raise awareness of the threats facing the delicate ecosystems of local estuaries. Five miles of rustic hiking trails, open to the public every day from dawn to dusk on the Lloyd Center's Hardscrabble Nature Preserve, and a broad variety of live marine animal exhibits, complemented by programs and seminars, continue to draw a growing number of citizens of all ages to our Visitor Center. In addition, outreach collaboration with partnering organizations continues to prove exceptionally effective in promoting lifestyle changes aimed at a more sustainable use of natural resources. The Center's unique website provides a vast amount of environmental research and education information for those who seek it electronically. 541362 1 1 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 9 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X D'ARCY MACMAHON 5089900505 430 POTOMSKA ROAD DARTMOUTH MA 02748 JEFFREY P GONSALVES 7.00 X 0 0 0 MARY D MANDEVILLE 6.30 X X 0 0 0 TINA L NAUMAN 7.00 X 0 0 0 BRIAN J ROTHSCHILD PHD 2.00 X 0 0 0 RANDALL T WEEKS JR ESQ 7.00 X 0 0 0 ROBERT A MACGREGOR 12.50 X X 0 0 0 ERIC BRAITMAYER 10.00 X X 0 0 0 MICHAEL J EATOUGH 7.00 X 0 0 0 THOMAS E LYNCH JR 7.00 X X 0 0 0 SHARI L MCGUIRE 7.00 X 0 0 0 KATHRYN C DUFF 7.00 X 0 0 0 SUSANNA JACOBUS GREENUP 7.00 X 0 0 0 MYRNA W HALL 7.00 X 0 0 0 GEORGE P NELSON MD 6.30 X X 0 0 0 RICHARD J RHEAUME PE LSP 7.00 X 0 0 0 ROBERT PIELECH CPA 5.00 X 0 0 0 MORRIS W KELLOGG 7.00 X 0 0 0 SALLY JOHNSTON 3.00 X 0 0 0 D'ARCY MACMAHON 60.00 X 50008 0 9495 50008 0 9495 0 0 0 0 0 13321 128460 6100 179165 14102 327046 PROGRAM FEES 611710 130292 130292 130292 4575 4575 213899 27463 173745 24726 40154 2737 42891 2737 40154 45165 128460 86273 -41108 -41108 833 948 -115 -115 463581 132914 0 3621 64495 57401 4514 2580 255652 232219 9789 13644 1735 1359 376 55026 41870 8236 4920 22070 17214 3090 1766 19294 19294 3780 2949 529 302 27826 12375 245 15206 4139 4139 65773 42041 5268 18464 5776 4530 793 453 19190 14971 2685 1534 14782 14782 1223 893 311 19 167 20 147 60578 47251 8481 4846 31409 24567 4354 2488 INTERN REIMBURSEMENTS 14270 14080 32 158 LOSS FROM UNCOLLECTIBLE 8042 6273 1126 643 MISCELLANEOUS 3005 2428 379 198 678232 541362 69649 67221 16570 87811 6167 1862 1031272 988222 22240 6795 1998 2481 5928 14609 2530384 904614 1714951 1625770 459525 270847 3258651 2998397 44271 15045 6167 51626 50438 66671 X 1575685 1414873 218528 84853 1414000 1432000 3208213 2931726 3258651 2998397 X -214651 -61836 X X 0 1 1 X 0 X 464793 680866 1340205 323823 327046 3136733 90050 142430 148990 107502 131125 620097 63015 61963 53460 39750 45165 263353 617858 885259 1542655 471075 503336 4020183 29550 1066950 6815 1103315 14534 31765 46299 29550 1081484 38580 1149614 2870569 25280 13102 8303 7533 4575 58793 25280 13102 8303 7533 4575 58793 1171 2720 3891 643138 898361 1552129 481328 507911 4082867 0.70310 0.72060 0.01440 0.01840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 459525 12818 -17155 180561 3780 270847 590116 25000 73364 223682 5273 459525 490364 3101 153615 51982 4982 590116 1025237 -271144 248436 15293 490364 1.00000 0 0 1097500 1097500 995516 615176 380340 330237 217959 112278 107131 71479 35652 1625770 463581 678232 -214651 -61836 -61836 -276487 488966 -61836 87221 25385 463581 0 463581 765453 87221 87221 678232 0 678232 Part III, Line 1a: The Center maintains certain assets, which are held for public exhibition, education and research in the furtherance of its public service. Certain items, such as books, are inexhaustible assets and others, such as live animals, are exhaustible. No value has been assigned to these collections. Description of Intended Use of Endowment Funds: Part V, Line 4: Our endowment ("permanently restricted") funds are used for income producing purposes. Pursuant to the expressed wishes of the donors of such funds, income from them is used to support the provision of education program-services and for the maintenance of our nature preserve and facilities in support of all program services. Description of Uncertain Tax Positions Under FIN 48: Part X: THE PRIMARY TAX POSITIONS MADE BY THE CENTER ARE THE EXISTENCE OF UNREALIZED BUSINESS INCOME AND THE CENTER'S STATUS AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CENTER'S POLICY IS TO ANALYZE AND EVALUATE ITS TAX POSITIONS FOR ALL OPEN YEARS AND MAKE A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING HELD UNDER REVIEW. FOR THE YEARS PRESENTED, THE CENTER HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. THE CENTER'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2008, 2009, 2010 AND 2011 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSES 86,273. INVENTORY PURCHASES 948. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENTS EXPENSES 86,273. INVENTORY PURCHASES 948. CLAMBAKE 173625 128460 45165 28242 45188 4500 8343 173625 128460 45165 28242 45188 4500 8343 86273 -41108 Form 990, Part VI, Section A, line 6 There shall be only one class of Members of the Center, and all Members shall have the same rights within the Center, except that the right to vote shall not accrue to children or grandchildren included in "family" memberships. For "individual" memberships, all the privileges of membership, including the right to vote, shall accrue to one named adult. For "family" memberships, all the privileges of membership shall accrue to a maximum of two named adults residing in the same household and, except for the right to vote, to their children or grandchildren under the age of 18. The Annual Meeting of the Members of the Center shall include the election of Directors and action on any properly proposed amendment or alteration of the By-laws. Special meetings of the Members of the Center may be called at the written request (bearing the signatures) of twenty-five Members in accordance with applicable provisions of law. At all meetings of the Members of the Center, each Member over the age of 18 shall be entitled to one vote. The Board shall consist of the President, ex-officio, the Vice-President, ex officio, the Clerk, ex officio, and the Treasurer, ex officio, and not more than twenty-one other Directors elected by the Members of the Center at the Annual Meeting. The By-laws may at any time be amended or repealed, in whole or in part, at any annual or special meeting of the Members of the Center by a vote of two-thirds of those adult Members present. A majority of the Directors in office may also amend or repeal the By-laws, provided that no amendment or repeal may be made by the Directors which changes the date of the Annual Meeting of the Members of the Center, or which alters the provisions of the By-laws with respect to removal of Directors, indemnification of Directors and officers, or amendment of the By-laws, or which requires action by the Members of the Center. Any By-law adopted by the Directors may be amended or repealed by the Members of the Center. Form 990, Part VI, Section A, line 7a SEE RESPONSE TO QUESTION # 6 Form 990, Part VI, Section B, line 11 The governing body or Board of Directors receives an electronic copy of the Organization's Form 990 for review and approval before filing. Form 990, Part VI, Section B, line 12c Any potential conflict is brought to the attention of the Board of Directors by the Executive Director and it is discussed at length and resolved/approved, accordingly. Form 990, Part VI, Section B, line 15 The salary of the Executive Director is discussed between the Treasurer and the Chairman of the Board and then approved by the Finance Committee. Subsequently, the compensation is included in the Organization's budget and the entire Board of Directors approves the budget, annually. Form 990, Part VI, Section C, line 19 Financial Statements are available at another's website. Governing documents are on file with the Commonwealth of Massachusetts. All documents are available to the public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -61,836. There is a committee overseeing audit and auditor selection. There have been no changes to this policy in the current year.