BIGELOW LABORATORY FOR OCEAN SCIENCES: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BIGELOW LABORATORY FOR OCEAN SCIENCES (EIN 01-6006001)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201130469349300403
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T05:56:19-08:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Macdonald Page & Co LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Long Creek Dr | AddressLine1 |
| City | South Portland | City |
| State | ME | State |
| ZIP Code | 04106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016006001 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bigelow Laboratory for Ocean Sciences | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BIGE | NameControl |
| Phone | 2076339600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 475 Mckown Point | AddressLine1 |
| City | West Boothbay Harbor | City |
| State | ME | State |
| ZIP Code | 04575 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Graham Shimmield | Name |
| Title | Executive Direc | Title |
| Date Signed | 2011-02-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | George Rafuse | Name |
| Phone | 2077745701 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10350270 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.bigelow.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | ME | StateLegalDomicile |
| Activity Or Mission Description | To understand key processes driving the worlds ocean ecosystems, their evolution, and their fundamental relationship to life on Earth throughinterrelated research, education, and technology transfer programs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 63 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 395751 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1872249 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5924345 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7304025 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 91745 | InvestmentIncomePriorYear |
| Investment Income Current Year | 64443 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 52273 | OtherRevenuePriorYear |
| Other Revenue Current Year | 33247 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6464114 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9273964 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4095673 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4306127 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 2762 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 7159 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 368396 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3093613 | OtherExpensePriorYear |
| Other Expenses Current Year | 3419096 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7193048 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7733382 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -728934 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1540582 | RevenuesLessExpensesCY |
| Total Assets BOY | 8985734 | TotalAssetsBOY |
| Total Assets EOY | 10775504 | TotalAssetsEOY |
| Total Liabilities BOY | 846864 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1094214 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8138870 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9681290 | NetAssetsOrFundBalancesEOY |
| Mission Description | To understand key processes driving the worlds ocean ecosystems, their evolution, and their fundamental relationship to life on Earth throughinterrelated research, education, and technology transfer programs. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7084982 | Expense |
| Grants | 1000 | Grants |
| Revenue | 9209521 | Revenue |
| Description | Providing scientific and educational research for governmental, commercial and educational entities. | Description |
| Total Program Service Expense | 7084982 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 63 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Leslie Bird | NamePerson |
| Telephone Number | 2076339600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 475 Mckown Point | AddressLine1 |
| City | West Boothbay Harbor | City |
| State | ME | State |
| ZIP Code | 04575 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| William M Balch | |||||||
| Sr. res. scientist | 38.00 | X | 134892 | 0 | 26293 | ||
| Walter Norton | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| Steve Weems | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| Stephen Malcom | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| Robert Healing | |||||||
| Treasurer | 4.00 | 0 | 0 | 0 | X | X | |
| Richard J Rubin | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| Richard A Morrell | |||||||
| Vice chairman | 2.00 | 0 | 0 | 0 | X | ||
| Patricia Matrai | |||||||
| Sr. res. scientist | 0. | X | 124696 | 0 | 8454 | ||
| Neil Rolde | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| Michael E Sieracki | |||||||
| Sr. res. scientist | 38.00 | X | 125034 | 0 | 19100 | ||
| Mary Chatterton | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| John R Giles II | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| Joaquim Goes | |||||||
| Sr. res. scientist | 38.00 | X | 112503 | 0 | 13100 | ||
| Helen Norton | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| Graham Shimmield | |||||||
| Ex Direc / Pres | 38.00 | 261609 | 0 | 22047 | X | ||
| David W Ellis | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| David M Coit | |||||||
| Chairman | 4.00 | 0 | 0 | 0 | X | ||
| David Emerson | |||||||
| Sr. res. scientist | 38.00 | X | 119515 | 0 | 14987 | ||
| Carolyn W Slayman | |||||||
| Director | 2.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 878249 | TotalReportableCompFromOrg |
| Total Other Compensation | 103981 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WBRC Architects | |||||
| 44 Central St | Bangor | ME | 04401 | Architects | 420076 |
| VWR International | |||||
| PO Box 2078 | West Chester | PA | 19380 | Scientific Supplies | 104408 |
| Terrance Dewan & Assoc | |||||
| 121 West Main St | Yarmouth | ME | 04096 | Landscape Architects | 368610 |
| PC MallMacMall | |||||
| 2555 W 190th St | Torrance | CA | 90504 | Computers | 138872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 1872249 | AllOtherContributions |
| Total Contributions | 1872249 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| SCG Fees | 59014 | 59014 |
| FSM Fees | 44905 | 44905 |
| Fees & Contracts Gov Agencies | 6929862 | 6929862 |
| Course Fees | 21500 | 21500 |
| CCMP Culture Fees | 248479 | 248479 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 265 | TotalRevenueColumn |
| Related Or Exempt Function Income | 265 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7304025 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53769 | TotalRevenueColumn |
| Exclusion | $53,769 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1086980 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1070350 | Securities |
| Other | 5956 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16630 | Securities |
| Other | -5956 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10674 | TotalRevenueColumn |
| Exclusion | $10,674 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Total Revenue Column | 33247 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33247 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 33247 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9273964 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7337272 | RelatedOrExemptFunctionIncome |
| Exclusion | $64,443 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
| Program Services | 1000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261608 | Total |
| Management And General | 261608 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2665643 | Total |
| Program Services | 1865864 | ProgramServices |
| Management And General | 666260 | ManagementAndGeneral |
| Fundraising | 133519 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1378876 | Total |
| Program Services | 872913 | ProgramServices |
| Management And General | 442268 | ManagementAndGeneral |
| Fundraising | 63695 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7159 | Total |
| Fundraising | 7159 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190967 | Total |
| Program Services | 61218 | ProgramServices |
| Management And General | 119776 | ManagementAndGeneral |
| Fundraising | 9973 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139712 | Total |
| Program Services | 112119 | ProgramServices |
| Management And General | 24727 | ManagementAndGeneral |
| Fundraising | 2866 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471430 | Total |
| Program Services | 245710 | ProgramServices |
| Management And General | 225720 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65183 | Total |
| Program Services | 9183 | ProgramServices |
| Management And General | 56000 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| supplies and leases | 578170 | 488904 | 79568 | 9698 |
| subcontracts | 932646 | 932646 | ||
| Postage and Shipping | 118390 | 108138 | 5442 | 4810 |
| participant support | 131646 | 131646 | ||
| grant equipment | 293700 | 293700 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497252 | Total |
| Program Services | 1961941 | ProgramServices |
| Management And General | -1601365 | ManagementAndGeneral |
| Fundraising | 136676 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7733382 | Total |
| Program Services | 7084982 | ProgramServices |
| Management And General | 280004 | ManagementAndGeneral |
| Fundraising | 368396 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270617 | BOY |
| EOY | 345266 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5215 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1397277 | BOY |
| EOY | 2120557 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16499 | BOY |
| EOY | 33624 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133517 | BOY |
| EOY | 113628 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12597472 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6054795 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5419030 | BOY |
| EOY | 6542677 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1687413 | BOY |
| EOY | 1614537 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61381 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8985734 | BOY |
| EOY | 10775504 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 620672 | BOY |
| EOY | 1008671 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226192 | BOY |
| EOY | 85543 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 846864 | BOY |
| EOY | 1094214 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5766256 | BOY |
| EOY | 6102203 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2170845 | BOY |
| EOY | 3376943 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201769 | BOY |
| EOY | 202144 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8138870 | BOY |
| EOY | 9681290 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8985734 | BOY |
| EOY | 10775504 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1351484 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 655186 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 743979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 395751 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1872249 | CurrentTaxYear |
| Total | 5018649 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1351484 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 655186 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 743979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 395751 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1872249 | CurrentTaxYear |
| Total | 5018649 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2282418 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2736231 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 75420 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 147675 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103119 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 90995 | CurrentTaxYearMinus1Year |
| Current Tax Year | 53769 | CurrentTaxYear |
| Total | 470978 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28521 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1423 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24929 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53023 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1120227 | CurrentTaxYear |
| Total | 1228123 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6717750 | TotalSupport |
| Gross Receipts From Admissions Etc | 28204456 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.40730 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.42750 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 194920 | BeginningOfYearBalance |
| Contributions | 375 | Contributions |
| Investment Earnings Or Losses | 24191 | InvestmentEarningsOrLosses |
| End Of Year Balance | 219486 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 239661 | BeginningOfYearBalance |
| Contributions | 725 | Contributions |
| Investment Earnings Or Losses | -45466 | InvestmentEarningsOrLosses |
| End Of Year Balance | 194920 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.92100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07900 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2742990 | OtherCostOrOtherBasis |
| Book Value | 2742990 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 393398 | OtherCostOrOtherBasis |
| Book Value | 393398 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 623863 | OtherCostOrOtherBasis |
| Book Value | 623863 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8761150 | OtherCostOrOtherBasis |
| Book Value | 8761150 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76071 | OtherCostOrOtherBasis |
| Depreciation | 6054795 | Depreciation |
| Book Value | -5978724 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6542677 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 1614537 | TotalOfBookValueSecurities |
| Total Revenue | 9273964 | TotalRevenue |
| Total Expenses | 7733382 | TotalExpenses |
| Excess Or Deficit For Year | 1540582 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1838 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 169400 | DonatedServicesAndFacilities |
| Other | -$169,400 | OtherAmount |
| Total Adjustments | 1838 | TotalAdjustments |
| Excess Or Deficit Per FS | 1542420 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9445202 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1838 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 169400 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 171238 | RevenueNotRptdF990 |
| Revenue Subtotal | 9273964 | RevenueSubtotal |
| Total Revenue Per Form990 | 9273964 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7902782 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 169400 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 169400 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7733382 | ExpensesSubtotal |
| Total Expenses Per Form990 | 7733382 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XI, Line 8 | Identifier |
| Return Reference | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | ReturnReference |
| Explanation | unrealized loss on investments $ -0 in-kind rent expense $ -169400 | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|
| William M Balch | ||
| 134892 | 26293 | 161185 |
| Graham Shimmield | ||
| 261609 | 22047 | 283656 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Graham Shimmield | NamePerson |
| Purpose Of Loan | Housing Loan | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $100,000 | OriginalPrincipalAmount |
| Balance Due | 60000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 60000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Richard Morrell | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board member | Relationship |
| Amount Of Transaction | 6786 | AmountOfTransaction |
| Description Of Transaction | Downeast fuel & propane. | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Available by request. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Audit Committee reviews annually. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | A copy is provided to all members of the Board before filing. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Board members Helen and Walter Norton are married. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bigelow Lab for Ocean Science Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBox 111 | AddressLine1 |
| City | West Boothbay Harbor | City |
| State | ME | State |
| ZIP Code | 045750111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010543743 | EIN |
| Primary Activities | to benefit and support Bigelow Laboratory for Ocean Sciences | PrimaryActivities |
| Legal Domicile State | ME | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Type III | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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