BERMUDA INSTITUTE OF OCEAN SCIENCES BIOS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BERMUDA INSTITUTE OF OCEAN SCIENCES BIOS INC (EIN 06-0706038)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-06
- IRS object ID
- 201242199349300849
- Schema version
- 2011v1.2
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-06T13:53:41-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133385019 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET 36TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101653698 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060706038 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERMUDA INSTITUTE OF OCEAN SCIENCES (BIOS) INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERM | NameControl |
| Phone | 4412971880 | Phone |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BIOLOGICAL STATION | AddressLine1 |
| City | ST GEORGES | City |
| Country | BD | Country |
| Postal Code | GE 01 | PostalCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN MARKMAN | Name |
| Title | TREASURER | Title |
| Phone | 4412971880 | Phone |
| Date Signed | 2012-07-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER W CASINI | Name |
| PTIN | P00072754 | PTIN |
| Phone | 2122862600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR NICHOLAS R BATES PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer Foreign AddressPrincipalOfficerForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BIOLOGICAL STATION | AddressLine1 |
| City | ST GEORGES | City |
| Country | BD | Country |
| Postal Code | GE 01 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18249607 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BIOS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | OUR MISSION IS TO TRANSFORM THE FIELDS OF OCEANOGRAPHY, MARINE SCIENCE, (CONTINUED ON SCHEDULE O) AND OCEAN HEALTH THROUGH A BLEND OF CUTTING-EDGE RESEARCH, COMPREHENSIVE EDUCATIONAL EXPERIENCES AND A COMMITMENT TO SHARE OUR KNOWLEDGE INTERNATIONALLY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 64 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2385663 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4910839 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8881472 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10721062 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 249528 | InvestmentIncomePriorYear |
| Investment Income Current Year | 160338 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 350832 | OtherRevenuePriorYear |
| Other Revenue Current Year | 299199 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11867495 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16091438 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 767088 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 809860 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5710431 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6427938 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 732248 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5667832 | OtherExpensePriorYear |
| Other Expenses Current Year | 7423724 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12145351 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14661522 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -277856 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1429916 | RevenuesLessExpensesCY |
| Total Assets BOY | 31198495 | TotalAssetsBOY |
| Total Assets EOY | 32567270 | TotalAssetsEOY |
| Total Liabilities BOY | 7832657 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7771516 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23365838 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24795754 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE BIOS MISSION IS TO TRANSFORM THE FIELDS OF OCEANOGRAPHY, MARINE SCIENCE, AND OCEAN HEALTH THROUGH A BLEND OF CUTTING-EDGE RESEARCH, COMPREHENSIVE EDUCATIONAL EXPERIENCES AND A COMMITMENT TO SHARE OUR KNOWLEDGE INTERNATIONALLY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9247951 | Expense |
| Revenue | 9042762 | Revenue |
| Description | SCIENTIFIC RESEARCH: BIOS PARTICIPATED IN OVER 50 GRANTS FUNDED BY US FEDERAL AGENCIES [INCLUDING NATIONAL SCIENCE FOUNDATION (NSF), NATIONAL OCEANOGRAPHIC AND ATMOSPHERIC ASSOCIATION (NOAA), NATIONAL AERONAUTICS AND SPACE ADMINISTRATION (NASA) AND NATIONAL INSTITUTES OF HEALTH (NIH)] AND BY THE BERMUDA GOVERNMENT. IN ADDITION, THERE ARE MANY OCEANIC RESEARCH COLLABORATIONS WITH VARIOUS UNIVERSITIES AND RESEARCH INSTITUTIONS; AND, COLLABORATIONS WITH VARIOUS REINSURERS TO AID IN THE EVALUATION OF THE ASSESSMENT OF WEATHER-RELATED RISKS. OUR RESEARCH VESSEL R/V HSBC ATLANTIC EXPLORER LOGGED 164 OPERATIONAL RESEARCH SEA DAYS. ADDITIONALLY, OUR FLEET OF SMALL BOATS LOGGED HUNDREDS OF DAYS WITH STUDENTS AND SCIENTISTS RESEARCHING CORAL AND (CONTINUED ON SCHEDULE O) OTHER CLOSE-IN PHENOMENA AROUND BERMUDA AND THE SARGASSO SEA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3252459 | Expense |
| Revenue | 1972140 | Revenue |
| Description | EDUCATION: BIOS HAS A VERY ACTIVE SERIES OF EDUCATION PROGRAMS IN CONJUNCTION WITH UNIVERSITIES AROUND THE WORLD INCLUDING, FROM THE US, COURSES OFFERED THROUGH PRINCETON, ROGER WILLIAMS, AND RHODE ISLAND UNIVERSITIES, AND, FROM THE UK, COURSES OFFERED IN CONJUNCTION WITH SOUTHAMPTON, OXFORD, NEWCASTLE AND CAMBRIDGE. COLLECTIVELY THESE INCLUDED OVER A HUNDRED STUDENTS. IN COOPERATION WITH NSF WE OFFER AN ADDITIONAL EIGHT STUDENTS RESEARCH OPPORTUNITIES THROUGH THE RESEARCH EXPERIENCE FOR UNDERGRADUATES PROGRAM. ADDITIONAL VISITING STUDENTS PARTICIPATE IN SELF-DIRECTED COURSES OF STUDY OR RESEARCH SUPPORTING THEIR QUEST FOR MASTER OR PHD DEGREES. ADDITIONALLY, BERMUDA SCHOOL GROUPS AT ALL LEVELS VISIT ANNUALLY (OVER 2400 STUDENTS) TO (CONTINUED ON SCHEDULE O) PARTICIPATE IN A HALF-DAY PROGRAM, "BIOS EXPLORER" AND WEEKLY FACILITY TOURS ARE CONDUCTED FOR THE INTERESTED GENERAL PUBLIC (556 PEOPLE PARTICIPATING). TEN STUDENTS FROM DEVELOPING COUNTRIES ARE INTRODUCED TO DOCUMENTATION AND RESEARCH STANDARDS OF THE USA AND INTRODUCED TO MANY LEADING RESEARCHERS FROM ALL OVER, THROUGH A TEN MONTH PROGRAM FUNDED BY NIPPON FOUNDATION THROUGH THE PARTNERSHIP FOR OBSERVATION OF GLOBAL OCEANS. OTHER PROGRAMS INCLUDE ROADS SCHOLARS PROGRAM THROUGH ELDERHOSTEL INCLUDING ABOUT 200 PARTICIPANTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 12500410 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 64 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN MARKMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4412971880 | TelephoneNumber |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BIOS17 BIOLOGICAL STATION | AddressLine1 |
| City | ST.GEORGE | City |
| Country | BD | Country |
| Postal Code | GE 01 | PostalCode |
Form990 Part VII Section A Form990PartVIISectionA (55 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS BATES PHD | ||||||||
| INTERIM DIRECTOR | 40.00 | X | X | 176805 | 0 | 12788 | ||
| BRIAN DUPERREAULT | ||||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| IDWAL WYN HUGHESPHD | ||||||||
| VICE-CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| IAN STRECKER | ||||||||
| VICE-CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| WILLIAM H WILLIAMS | ||||||||
| VICE-CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| MAE C JEMISON PHD | ||||||||
| TRUSTEE (RESIGNED APRIL 2011) | 0.50 | X | 0 | 0 | 0 | |||
| KENNETH H BRINK PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| MICHAEL A BUTT | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| THOMAS M CHURCH PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| RITA R COLWELL PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| JOHN W FARRINGTON PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| DIANA H FRAZIER | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| JAMES N GALLOWAY PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| LINDA K GLOVER | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| ANTHONY WILLIAMS | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| CHARLES KENNEL PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| ALAN MCGOWAN | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| NEILL CURRIE | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| JAMES N STANARD PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| DEBORAH K STEINBERG PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| H RODGER MELTON PHD | ||||||||
| TRUSTEE (RESIGNED APRIL 2011) | 0.50 | X | 0 | 0 | 0 | |||
| EDWARD S TRIPPE | ||||||||
| TRUSTEE (RESIGNED JUNE 2011) | 0.50 | X | 0 | 0 | 0 | |||
| WILLIAM RUSSEL PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| PHILIP V BANCROFT | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| ALLAN WB GRAY | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| MICHAEL D HAMER PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| REBECCA KNOX-BYRNE | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| CHRISTOPHER MAYBURY | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| RAYMOND E MOORE | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| BRIAN M O'HARA | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| RALPH E RICHARDSON | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| HON GERALD DE SIMONS OBE | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| HON SIR JOHN W SWAN KBEJP | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| BRADFORD KOPP | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| GEORGE A WARDMAN | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| MICHAEL MCGAVICK | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| KARL WILDI | ||||||||
| TRUSTEE (RESIGNED MAY 2011) | 0.50 | X | 0 | 0 | 0 | |||
| LADYJUDY VEREKER | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| PHILIP BUTTERFIELD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| RICHARD FERRETT | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| DIANE FRANCIS | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| JOHNATHAN REISS | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| J WILLIAM CHARRIER | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| GARY H ISAKSEN PHD | ||||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |||
| ANTHONY H KNAP PHD | ||||||||
| SCIENTIST | 40.00 | X | X | 418388 | 0 | 25055 | ||
| STEPHEN MARKMAN | ||||||||
| TREASURER & CONTROLLER | 40.00 | X | 155783 | 0 | 27287 | |||
| GILLIAN MS HOLLIS | ||||||||
| SECRETARY | 40.00 | X | 80653 | 0 | 10266 | |||
| F GERALD PLUMLEY | ||||||||
| EDUCATION DIRECTOR | 40.00 | 183362 | 0 | 11117 | X | |||
| WILLIAM WELTON | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 197279 | 0 | 15888 | X | |||
| ARTHUR WASSERMAN | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 200000 | 0 | 8708 | X | |||
| RONALD H HARELSTAD | ||||||||
| MARINE SUPERINTENDENT | 40.00 | 115484 | 0 | 11726 | X | |||
| MICHAEL W LOMAS | ||||||||
| SENIOR SCIENTIST | 40.00 | 138435 | 0 | 15622 | X | |||
| FREDRIC LIPSCHULTZ | ||||||||
| SENIOR SCIENTIST | 40.00 | 166945 | 0 | 0 | X | |||
| ANDREW PETERS | ||||||||
| SCIENTIST | 40.00 | 107795 | 0 | 14596 | X | |||
| RICHARD SMITH | ||||||||
| SCIENTIST | 40.00 | 106361 | 0 | 8961 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2047290 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 162014 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| LYONS SHIPYARD INC | |||||||||
| PO BOX 2180 | NORFOLK | VA | 23501 | REPAIRS AND DRYDOCK SERVICES FOR RESEARC | 1323776 | ||||
| SOMERS CONSTRUCTION LTD | |||||||||
| CONSTRUCTION | 1125812 | 20 BAKERY LANE | PEMBROKE | BD | HM 07 | ||||
| BERMUDA ELECTRIC LIGHT CO LTD | |||||||||
| ELECTRIC POWER AND SERVICE | 496711 | PO BOX HM 1026 | HAMILTON | BD | HM DX | ||||
| ESSO BERMUDA | |||||||||
| DIESEL FUEL | 394190 | PO BOX GE 49 | ST. GEORGE'S | BD | GE BX | ||||
| BERNHARD SCHULTE SHIP MANAGEMENT | |||||||||
| SHIP MANAGEMENT | 292444 | RICHMOND HOUSE 12 PAR LA VILLE | HAMILTON | BD | HM HX | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Government Grants | 15725 | GovernmentGrants |
| All Other Contributions | 4895114 | AllOtherContributions |
| Noncash Contributions | 95402 | NoncashContributions |
| Total Contributions | 4910839 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICE FEES | 900099 | 9160435 | 9160435 |
| GUEST SERVICES | 900099 | 990788 | 990788 |
| COURSE FEES | 900099 | 569839 | 569839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10721062 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218618 | TotalRevenueColumn |
| Exclusion | $218,618 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 527048 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 324134 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 202914 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 202914 | TotalRevenueColumn |
| Related Or Exempt Function Income | 202914 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1707737 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1766017 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -58280 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -58280 | TotalRevenueColumn |
| Exclusion | -$58,280 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 158944 | GrossSalesOfInventory |
| Cost Of Goods Sold | 68018 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90926 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90926 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARINE EDUCATION INCOM | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5359 | TotalRevenueColumn |
| Exclusion | $5,359 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5359 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16091438 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11014902 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $165,697 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 809860 | Total |
| Program Services | 809860 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1847291 | Total |
| Program Services | 1158737 | ProgramServices |
| Management And General | 561644 | ManagementAndGeneral |
| Fundraising | 126910 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3641196 | Total |
| Program Services | 2923553 | ProgramServices |
| Management And General | 336961 | ManagementAndGeneral |
| Fundraising | 380682 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683151 | Total |
| Program Services | 536447 | ProgramServices |
| Management And General | 105224 | ManagementAndGeneral |
| Fundraising | 41480 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256300 | Total |
| Program Services | 201261 | ProgramServices |
| Management And General | 39477 | ManagementAndGeneral |
| Fundraising | 15562 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61650 | Total |
| Management And General | 61650 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589963 | Total |
| Program Services | 516546 | ProgramServices |
| Management And General | 67145 | ManagementAndGeneral |
| Fundraising | 6272 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2446 | Total |
| Program Services | 250 | ProgramServices |
| Fundraising | 2196 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407352 | Total |
| Program Services | 275789 | ProgramServices |
| Management And General | 61698 | ManagementAndGeneral |
| Fundraising | 69865 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16664 | Total |
| Program Services | 16664 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426850 | Total |
| Program Services | 426850 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 379624 | Total |
| Program Services | 366718 | ProgramServices |
| Management And General | 7639 | ManagementAndGeneral |
| Fundraising | 5267 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103912 | Total |
| Program Services | 101761 | ProgramServices |
| Management And General | 2151 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61486 | Total |
| Program Services | 61116 | ProgramServices |
| Management And General | 370 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1058690 | Total |
| Program Services | 949610 | ProgramServices |
| Management And General | 106465 | ManagementAndGeneral |
| Fundraising | 2615 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250984 | Total |
| Program Services | 236444 | ProgramServices |
| Management And General | 13755 | ManagementAndGeneral |
| Fundraising | 785 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 1905089 | 1890715 | 5940 | 8434 |
| SUPPLIES AND FOOD | 997374 | 981965 | 6391 | 9018 |
| INTERNS/STIPENDS | 548148 | 488046 | 60102 | |
| FUEL | 530832 | 530832 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82660 | Total |
| Program Services | 27246 | ProgramServices |
| Management And General | 52354 | ManagementAndGeneral |
| Fundraising | 3060 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14661522 | Total |
| Program Services | 12500410 | ProgramServices |
| Management And General | 1428864 | ManagementAndGeneral |
| Fundraising | 732248 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1840233 | BOY |
| EOY | 1138268 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12947 | BOY |
| EOY | 5567 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1444807 | BOY |
| EOY | 1377322 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679244 | BOY |
| EOY | 666135 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33641 | BOY |
| EOY | 23190 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 25000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 28582399 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11368590 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16664049 | BOY |
| EOY | 17213809 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10523574 | BOY |
| EOY | 12117979 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31198495 | BOY |
| EOY | 32567270 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1451042 | BOY |
| EOY | 1502125 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 889231 | BOY |
| EOY | 631580 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3225675 | BOY |
| EOY | 3520431 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2223478 | BOY |
| EOY | 2049605 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43231 | BOY |
| EOY | 67775 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7832657 | BOY |
| EOY | 7771516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11888973 | BOY |
| EOY | 11091924 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3857000 | BOY |
| EOY | 4057065 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7619865 | BOY |
| EOY | 9646765 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23365838 | BOY |
| EOY | 24795754 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31198495 | BOY |
| EOY | 32567270 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1429916 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9101978 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4733980 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2009083 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2385663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4916198 | CurrentTaxYear |
| Total | 23146902 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2078901 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8988020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9513623 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9572478 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11407054 | CurrentTaxYear |
| Total | 41560076 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11180879 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13722000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11522706 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11958141 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16323252 | CurrentTaxYear |
| Total | 64706978 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 355154 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1518169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 430750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211000 | CurrentTaxYear |
| Total | 2843123 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 355154 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1518169 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 430750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211000 | CurrentTaxYear |
| Total | 2843123 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 61863855 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 384687 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 335774 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 358424 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 249528 | CurrentTaxYearMinus1Year |
| Current Tax Year | 218618 | CurrentTaxYear |
| Total | 1547031 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 384687 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 335774 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 358424 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 249528 | CurrentTaxYearMinus1Year |
| Current Tax Year | 218618 | CurrentTaxYear |
| Total | 1547031 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23408 | CurrentTaxYearMinus4Years |
| Total | 23408 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11588974 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14057774 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11881130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12207669 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16541870 | CurrentTaxYear |
| Total | 66277417 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93340 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02330 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02590 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10521175 | BeginningOfYearBalance |
| Contributions | 2026900 | Contributions |
| Investment Earnings Or Losses | 156673 | InvestmentEarningsOrLosses |
| Other Expenditures | 455929 | OtherExpenditures |
| End Of Year Balance | 12248819 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9754417 | BeginningOfYearBalance |
| Contributions | 1250 | Contributions |
| Investment Earnings Or Losses | 1169529 | InvestmentEarningsOrLosses |
| Other Expenditures | 404021 | OtherExpenditures |
| End Of Year Balance | 10521175 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8156125 | BeginningOfYearBalance |
| Contributions | 1100 | Contributions |
| Investment Earnings Or Losses | 1921213 | InvestmentEarningsOrLosses |
| Other Expenditures | 324021 | OtherExpenditures |
| End Of Year Balance | 9754417 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8933123 | BeginningOfYearBalance |
| Contributions | 1956319 | Contributions |
| Investment Earnings Or Losses | -2383888 | InvestmentEarningsOrLosses |
| Other Expenditures | 349429 | OtherExpenditures |
| End Of Year Balance | 8156125 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.09000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.79000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 486850 | OtherCostOrOtherBasis |
| Book Value | 486850 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15912945 | OtherCostOrOtherBasis |
| Depreciation | 6208699 | Depreciation |
| Book Value | 9704246 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4007933 | OtherCostOrOtherBasis |
| Depreciation | 2906339 | Depreciation |
| Book Value | 1101594 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8174671 | OtherCostOrOtherBasis |
| Depreciation | 2253552 | Depreciation |
| Book Value | 5921119 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17213809 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYABLE | $16,544 |
| RETENTION PAYABLE | $51,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 67775 | TotalOfAmounts |
| Total Revenue | 16091438 | TotalRevenue |
| Total Expenses | 14661522 | TotalExpenses |
| Excess Or Deficit For Year | 1429916 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 1429916 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16421642 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 95402 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 234802 | OtherRevenues |
| Revenue Not Rptd F990 | 330204 | RevenueNotRptdF990 |
| Revenue Subtotal | 16091438 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16091438 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14991726 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 95402 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 234802 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 330204 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14661522 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14661522 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE PURPOSE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS IS TO PROVIDE LONG-TERM SUPPORT FOR BIOS AND ITS CHARITABLE PROGRAMS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FACILITY FEE NETTED AGAINST GUEST SERVICE REVENUE: $-157,350 COST OF GOODS SOLD RECLASSED TO FORM 990, PART VIII, LINE 10B: $68,018 RENTAL EXPENSE RECLASSED TO FORM 990, PART VIII, LINE 6B: $324,134 | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES RECLASSED TO FORM 990, PART VIII, LINE 6B: $324,134 COST OF GOODS SOLD RECLASSED TO FORM 990, PART VIII, LINE 10B: $68,018 FACILITY FEE NETTED AGAINST GUEST SERVICE REVENUE: $-157,350 | |
| PART X, LINE 2 - FIN 48 FOOTNOTE - BIOS RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT BIOS HAD NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. BIOS IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2008. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| BERMUDA | 1 | 111 | PROGRAM SERVICES | SCIENTIFIC RESEARCH AND EDUCATION | 12500410 |
| BERMUDA | 0 | 0 | INVESTMENTS | 19792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 111 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 111 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 12520202 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 12520202 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: USE OF GRANT FUNDS OUTSIDE THE USA ARE SUBJECT TO THE SAME SCRUTINY AS ARE FUNDS INSIDE THE USA. THE FUNDS ARE ISSUED TO THE ORGANIZATION ONLY, BASED ON AN APPROVED PROPOSAL, PERIODIC REPORTS ARE REQUIRED AND FUNDS ARE ONLY RELEASED ON A REIMBURSEMENT BASIS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| WOODS HOLE OCEANOGRAPHIC INSTITUTE | |||||||
| 569 WOODS HOLE ROAD | BOSTON | MA | 02543 | 042105850 | 501(C)(3) | 262324 | WEATHER AND SCIENCE RELATED RESEARCH |
| MARINE BIOLOGICAL LABORATORY | |||||||
| PO BOX 3218 | BOSTON | MA | 022413218 | 042104690 | 501(C)(3) | 189279 | WEATHER AND SCIENCE RELATED RESEARCH |
| UNIVERSITY OF ARIZONA | |||||||
| 888 N EUCLID | TUCSON | AZ | 85719 | 742652689 | 501(C)(3) | 41821 | WEATHER AND SCIENCE RELATED RESEARCH |
| RUTGERS UNIVERSITY OF NEW JERSEY | |||||||
| 3 RUTGERS PLAZA ASB III | NEW BRUNSWICK | NJ | 089018521 | 226001086 | 501(C)(3) | 99867 | WEATHER AND SCIENCE RELATED RESEARCH |
| UNIVERSITY OF ALASKA FAIRBANKS | |||||||
| PO BOX 757880 | FAIRBANKS | AK | 997757880 | 926000147 | 501(C)(3) | 60142 | WEATHER AND SCIENCE RELATED RESEARCH |
| COLLEGE OF WILLIAM AND MARY | |||||||
| PO BOX 1346 ROUTE 1208 GREAT ROAD | GLOUCESTER POINT | VA | 230621346 | 546001802 | 501(C)(3) | 41427 | WEATHER AND SCIENCE RELATED RESEARCH |
| FLORIDA STATE UNIVERSITY FOR RESEARCH | |||||||
| PO BOX 3064166 | TALLAHASEE | FL | 323064166 | 593211153 | 501(C)(3) | 32628 | WEATHER AND SCIENCE RELATED RESEARCH |
| UNIVERSITY OF MASSACHUSETTS AMHERST | |||||||
| 70 BUTTERFIELD TERRACE | AMHERST | MA | 01003 | 043167352 | 501(C)(3) | 3954 | WEATHER AND SCIENCE RELATED RESEARCH |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| 2701 SULLIVAN DRIVE SUITE 240 | RALEIGH | NC | 276957514 | 566000756 | 501(C)(3) | 34388 | WEATHER AND SCIENCE RELATED RESEARCH |
| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE | |||||||
| 7700 SANOHOLT ROAD | MOSS LANDING | CA | 95039 | 770150580 | 501(C)(3) | 14997 | WEATHER AND SCIENCE RELATED RESEARCH |
| MARINE ENVIROMENTAL SCIENCES CONSORTIUM DAUPHIN ISLAND SEA LAB | |||||||
| 101 BIENVILLE BLVD | DAUPHIN ISLAND | AL | 36528 | 630779657 | 501(C)(3) | 23424 | WEATHER AND SCIENCE RELATED RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: BIOS HAS ESTABLISHED POLICIES AND PROCEDURES FOR ALL OF ITS FINANCIAL OPERATIONS AS DOCUMENTED IN ITS ACCOUNTING POLICIES AND PROCEDURES MANUAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS BATES PHD | |||||||||||||
| 176805 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12788 | 0 | 189593 | 0 | 0 | 0 |
| ANTHONY H KNAP PHD | |||||||||||||
| 418388 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 25055 | 0 | 443443 | 0 | 0 | 0 |
| STEPHEN MARKMAN | |||||||||||||
| 155783 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27287 | 0 | 183070 | 0 | 0 | 0 |
| F GERALD PLUMLEY | |||||||||||||
| 183362 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11117 | 0 | 194479 | 0 | 0 | 0 |
| WILLIAM WELTON | |||||||||||||
| 197279 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15888 | 0 | 213167 | 0 | 0 | 0 |
| ARTHUR WASSERMAN | |||||||||||||
| 200000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8708 | 0 | 208708 | 0 | 0 | 0 |
| MICHAEL W LOMAS | |||||||||||||
| 138435 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15622 | 0 | 154057 | 0 | 0 | 0 |
| FREDRIC LIPSCHULTZ | |||||||||||||
| 166945 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 166945 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | PART I LINE 1A: HOUSING ALLOWANCES ARE PROVIDED TO SUPPLEMENT THE EXCESSIVE COST OF HOUSING IN BERMUDA. MOST STAFF ARE ABLE TO BENEFIT FROM THE RELATIVELY LOW COST HOUSING AVAILABLE ON CAMPUS. ALL ALLOWANCES PROVIDED ARE INCLUDED IN W-2'S WHERE REQUIRED. CLUB MEMBERSHIPS ARE ONLY PROVIDED TO THE PRESIDENT AND ARE USED EXCLUSIVELY FOR FUND RAISING. THESE ARE NOT CONSIDERED TAXABLE. |
| PART I, LINE 4A | ANTHONY H KNAP, PHD RECEIVED SEVERANCE OF $28,729. |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS | Description |
| Noncash Contribs Rptd F990 | 95402 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV @ TIME OF DONATION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | BIOS HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT'S SUBMITTED ELECTRONICALLY TO THE AUDIT COMMITTEE AND THE CHAIRMAN OF THE FINANCE COMMITTEE FOR REVIEW AND COMMENTS PRIOR TO ITS SUBMISSION. EACH COMMENT OR ISSUE, IF ANY, IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | BIOS INC. CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT MONITORS AND ENFORCES. THE TRUSTEES CURRENTLY MANDATE THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. |
| FORM 990, PART VI, SECTION B, LINE 15 | BIOS INC. HAS ESTABLISHED A WRITTEN COMPENSATION POLICY FOR THEIR COMPENSATION COMMITTEE TO FOLLOW IN ESTABLISHING THE COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS OR KEY EMPLOYEES. COMPENSATION OF THE PRESIDENT AND DIRECTOR IS DETERMINED BY THE COMPENSATION COMMITTEE BASED ON REVIEW OF COMPARABLE STATISTICS AND OTHER SOURCES AS THEY DEEM APPROPRIATE. COMPENSATION OF OTHER OFFICERS AND KEY MANAGEMENT PERSONNEL ARE DETERMINED BY THE PRESIDENT AND DIRECTOR WITH THE ADVISE OF THE CHAIRMAN. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, PART VI, SECTION C, LINE 19: BIOS INC. MAKES ITS FORM 990 AVAILABLE FOR THE PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY POSTING IT ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION FORM 990, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT BIOS, 17 BIOLOGICAL STATION, ST. GEORGE GE 01, BERMUDA, OR BY CALLING THE ORGANIZATION DIRECTLY AT (441) 297-1880. |
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