2011-02-15T11:37:34-07:00 2010-06-30 990 2009-07-01 042103916 MUSEUM OF SCIENCE MUSE 6175890100 1 Science Park Boston MA 021141099 John Slakey 6175890144 2011-02-15 2009 2016-02-24 21:20:13Z Ioannis N Miaoulis 1 Science Park Boston MA 021141099 101498809 0 X www.mos.org X 1831 MA The Museum's mission is to play a leading role in transforming the nation's relationship with science and technology. This role becomes ever more important as science and technology shape and reshape our lives and world, and it means we: --Promote active citizenship informed by the world of science and technology, --Inspire lifelong appreciation of the importance and impact of science and engineering, --Encourage young people of all backgrounds to explore and develop their interests in understanding the natural and human-made world. To do this, we will continue to build our position as a leader in the world's museum community and use our educational perspective as an informal learning institution to help the formal pre K-12 education system. 50 48 789 600 410086 45745 18733125 22897546 19860916 19788976 -2698673 -478082 5654810 5952171 41550178 48160611 4723221 4024864 0 0 22752575 23934405 112896 120778 4485593 20717762 19670979 48306454 47751026 -6756276 409585 172906152 186144603 15224016 19652431 157682136 166492172 The Museum's mission is to play a leading role in transforming the nation's relationship with science and technology. This role becomes ever more important as science and technology shape and reshape our lives and world, and it means we: *Promote active citizenship informed by the world of science and technology, *Inspire lifelong appreciation of the importance and impact of science and engineering, and *Encourage young people of all backgrounds to explore and develop their interests in understanding the natural and human-made world. To do this, we will continue to build our position as a leader in the world's museum community and use our educational perspective as an informal learning institution to help the formal pre K-12 education system. 0 0 15402944 3064259 1411865 Exhibits include over 500 standing exhibits, providing hands-on experience in all areas of science and technology and their social impact. The Museum has also produced exhibits such as "Star Wars", which travel nationally and internationally, extending the Museum's reach. Traveling exhibits produced by others hosted by the Museum this year included "National Geographic Crittercam", "Black Holes", "Wild Music", "Running the Numbers", "Harry Potter", and "Identity: An Exhibition of You". (193,000 sq. ft. of exhibit halls and related space) 9599383 286158 10422151 Public programs include exhibit interpretation, lecture series, live animal demonstrations, physical and electrical science demonstrations, special events, demonstrations relating to topics of current science and technology, community outreach programs, and a Butterfly Garden. (Over 1,550,000 onsite visitors and offsite participants) 5606390 563278 976210 Education programs include courses for children and adults, overnight programs, an Educator Resource Center, programs for school groups, the flagship site of an international Computer Clubhouse network, standards-based K-12 curriculum development in math and engineering, online teacher resources. (196,000 visitors and participants) 5330798 12237 3127688 Theaters include a Planetarium offering lectures and demonstrations of astronomical phenomena, current discoveries and historical topics. A Domed IMAX theater offers 70mm format films. A 3-D theater offers short 3-D films on a range of science and nature topics. Planetarium shows this year included "The Sky Tonight" and "What Happened to Pluto?", before the venue was shut down for major renovation. IMAX films included "Amazon", "Deep Sea", "Antarctica", "Dinosaurs Alive!", and "Arabia". (633,000 visitors) 2416376 98932 10639323 Services provided primarily for the benefit of our members include our parking facility, membership office, and gift shop. (63,000 member households) 7747174 111169 13767011 38355891 1 1 0 1 0 0 1 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 118 0 1 789 1 1 1 1 BD CJ EI 0 0 0 1 1 0 0 0 50 48 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT FL MA NH NY X John T Slakey 6175890144 Science Park Boston MA 021141099 Brian T Keane 0.5 X 0 0 0 Carol Ann Kania 0.5 X 0 0 0 Daphne Hatsopoulos 0.5 X 0 0 0 Deborah Dunsire 0.5 X 0 0 0 Elizabeth Moore 0.5 X 0 0 0 Finley H Perry Jr 0.5 X 0 0 0 Hal R Tovin 0.5 X 0 0 0 Helen Greiner 0.5 X 0 0 0 Henri A Termeer 0.5 X 0 0 0 Howard M Anderson 0.5 X 0 0 0 Ira Stepanian 0.5 X 0 0 0 Irv Krause 0.5 X 0 0 0 Jaishree Deshpande 0.5 X 0 0 0 James Daniell 0.5 X 0 0 0 Jeffrey R Beir 0.5 X 0 0 0 Joan M Bergstrom 0.5 X 0 0 0 John C Rutherford 0.5 X 0 0 0 John E Abele 0.5 X 0 0 0 John F Reno 0.5 X 0 0 0 Jonathan J Fleming 0.5 X 0 0 0 Joseph Campanelli 0.5 X 0 0 0 Joshua Boger 0.5 X 0 0 0 Joyce L Plotkin 0.5 X 0 0 0 Kenneth D Legg 0.5 X 0 0 0 Laura Barker Morse 0.5 X 0 0 0 Lawrence A Siff 0.5 X 0 0 0 Leslie E Greis 0.5 X 0 0 0 Malcolm L Sherman 0.5 X 0 0 0 Matthew D Shedd 0.5 X 0 0 0 Michael A Champa 0.5 X 0 0 0 Michael E Kolowich 0.5 X 0 0 0 R Matt Fates 0.5 X 0 0 0 Richard A Carpenter 0.5 X 0 0 0 Richard A DiPerna 0.5 X 0 0 0 Richard I Anders 0.5 X 0 0 0 Sally L Dias 0.5 X 0 0 0 Sandra O Moose 0.5 X 0 0 0 Stephen E Coit 0.5 X 0 0 0 Thomas J Pincince 0.5 X 0 0 0 Vanu G Bose 0.5 X 0 0 0 Wayne M Kennard 0.5 X 0 0 0 Wendy W Kistler 0.5 X 0 0 0 Donald M Kaplan 0.5 X X 0 0 0 Gwill E York 0.5 X X 0 0 0 Howard Messing 0.5 X X 0 0 0 Ioannis N Miaoulis 40 X X 410891 0 28899 Leo X Liu 0.5 X X 0 0 0 Paul Egerman 0.5 X X 0 0 0 Ranch C Kimball 0.5 X X 0 0 0 Richard M Burnes Jr 0.5 X X 0 0 0 John T Slakey 40 X 152666 0 16406 Wayne Bouchard 40 X 231944 0 19883 Joan Hadly 40 X 224746 0 13723 Lawrence Bell 40 X 187138 0 14503 Christine Cunningham 40 X 157212 0 11313 Cynthia G Mackey 40 X 148406 0 8796 E James Kraus 40 X 192067 0 17035 Jonathan R Burke 40 X 157317 0 17135 Paul M Fontaine 40 X 171617 0 14400 2034004 0 162093 19 0 1 0 Johnson Controls PO Box 905240 Charlotte NC 282905240 Energy systems contractor 3433313 Suffolk Construction Co Inc 65 Allerton Street Boston MA 02119 Construction and general contracting services 2419230 Unicco Service Company 4002 Solutions Center Chicago IL 606774000 Custodial services 948739 Mystic Scenic Studio 293 Lenox Street Norwood MA 02062 Exhibit fabrication and installation 330840 ESI Design 111 Fifth Avenue New York NY 10003 Exhibit design services 341101 15 0 2590833 524537 0 7153918 12628258 2787969 22897546 Admissions 712100 11160985 11160985 0 0 Membership benefits 712100 4193650 4193650 0 0 Parking 812930 2318367 0 0 2318367 Education programs fees 611600 1497302 1497302 0 0 Exhibit rental fees 712100 514662 514662 0 0 104010 104010 0 0 19788976 844419 0 0 844419 0 0 0 0 76600 76600 0 0 1550293 0 0 0 1550293 0 1550293 0 0 1550293 51244901 0 50544127 2023275 700774 -2023275 -1322501 0 0 -1322501 72829 524537 264729 -191900 0 0 -191900 0 0 0 0 0 0 1146257 506067 640190 640190 0 0 Ancillary services 531120 1464111 0 410086 1054025 Concession fees 453220 1023033 0 0 1023033 Sponsorship 900099 910577 0 0 910577 479267 0 0 479267 3876988 48160611 18187399 410086 6665580 3551460 3551460 311904 311904 161500 161500 0 0 1287903 341201 561721 384981 0 0 0 0 18241733 14297990 1520826 2422917 978823 760067 86741 132015 2050282 1592068 181690 276524 1375664 1068220 121907 185537 0 0 0 0 56383 3100 53283 0 175800 175800 0 92688 0 7500 85188 120778 120778 0 0 0 0 3144120 2570971 222836 350313 2609286 2573634 19616 16036 2639704 2009187 316433 314084 375367 234844 89375 51148 6894 795 6099 2398202 2063774 287116 47312 725886 628061 73574 24251 0 0 0 0 76978 54379 13284 9315 68074 3035 63896 1143 0 0 0 0 4380076 3997618 323704 58754 384713 13680 371033 0 Film and exhibit rental 669371 669371 0 0 Catering 560869 378479 43218 139172 Credit card handling fees 570505 558727 24 11754 Taxes 157151 128051 29100 0 Fundraising expense reported in Part VIII -264729 0 0 -264729 843641 383775 346865 113001 47751026 38355891 4909542 4485593 1070234 12113896 2292132 487865 23076195 19083477 1030582 635839 0 0 0 0 0 0 75121 70935 1345881 1471871 116668867 60791471 50732894 55877396 23930190 17250346 69148339 78920895 204584 232083 172906152 186144603 4849944 5752584 3988966 5177147 1010346 3478678 5374760 5244022 15224016 19652431 X 51692020 56096828 70395270 73774658 35594846 36620686 157682136 166492172 172906152 186144603 X 0 1 1 X 1 1 X 27527376 44823028 21827627 18733125 22897546 135808702 0 0 0 0 0 0 0 0 0 0 0 0 27527376 44823028 21827627 18733125 22897546 135808702 20774485 115034217 3088635 3596735 4679181 2510337 2471312 16346200 0 0 0 11544 45745 57289 293793 432229 444974 292778 552096 2015870 154228061 115032869 0.74587 0.75047 X "Other income" includes gross receipts from fundraising events, souvenir vending machine commissions, locker rental, insurance coverage of losses, and other miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 221293 221293 38355891 38577184 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 239893 219328 208675 221293 889189 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 0 0 X X 0 77585393 1975603 8995803 64537 4407691 0 84084571 97478751 1145759 -15493109 68151 5477657 0 77585593 0.129 0.871 0 0 0 0 114102 114102 0 71848056 41742818 30105238 0 0 0 0 0 17424955 5310170 12114785 0 27281754 13738483 13543271 55877396 76247579 F 2673316 F 78920895 Accrued Interest Receivable 96178 Long-term receivable from Lessee for Capital Improvements 126892 CSV Life Insurance 9013 232083 0 L/T liability associated with Capital Improvements made by Lessee 2820671 Liabilities associated with Split Interest Agreements 1262402 Asset Retirement Obligations (ASC 410) 1006461 Miscellaneous suspense 101490 Employer share of FICA 52998 5244022 48160611 47751026 409585 7383607 47494 0 0 971314 8402415 8812000 61749000 7383607 2435951 0 974760 10794318 50954682 0 -2794071 -2794071 48160611 52937000 2388457 0 0 2797517 5185974 47751026 0 0 0 47751026 SchD_P03_S00_L01 Schedule D, Part III, Line 1 Collections footnote: "In accordance with current practice generally followed by museums, collections are not recorded in the accompanying financial statements." SchD_P03_S00_L04 Schedule D, Part III, Line 4 The Museum's collections are used primarily for educational activities, encompassing interpretations, discovery spaces, exhibits, lectures, classes, demonstrations, reference service, or other programs. The Museum also has a historical and archival collection that documents the important and rich history of the institution. The Collections Department provides professional stewardship for artifacts that are temporarily in the custody of the Museum through loans and/or temporary exhibitions. Collections consist of: Natural Sciences - 20,000 items; Cultural/Physical Science - 5,000 items; Artwork - 2,000 items; Institutional History - 3,000 items; Archives - 300 linear feet. Live animals include: Butterfly Garden - approximately 300 butterflies representing 50 species, 120 either individual animals or colonies of live animals throughout the Museum presenting 50 species. Fifty of these are on exhibit and the rest live in the Live Animal Center. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Museum's endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments ("quasi-endowments"). The endowment consists of 104 individual donor restricted endowment funds and 26 quasi-endowment funds for a variety of purposes including unrestricted general operating support. The relative principal uses of the endowment (as measured by fair value) include: Unrestricted/general - 29%, Exhibit construction and maintenance - 33%, Program support - 13%, Mixed use (primarily exhibits and programs jointly) - 15%, Other (including Library, Access, and Internships) - 9% SchD_P10_S00_L00 Schedule D, Part X The Museum's footnote disclosure with respect to FIN 48 is as follows: The Museum is exempt from income taxation under the provisions of Section 501(c)(3) of the Internal Revenue Code and is qualified to receive tax-deductible gifts and bequests under the U.S. tax code. The Museum is subject to tax on income from any business it conducts which is unrelated to its charitable purpose. ASC 740, "Income Taxes", requires that the Museum determine whether each tax position taken is more likely than not to be sustained upon examination by the relevant taxing authority, including resolution of any appeals or litigation. For any tax position meeting the more-likely-than-not threshold, the Museum is to recognize in its financial statements the largest tax benefit that has a greater than fifty percent likelihood of being realized upon final settlement. The Museum adopted the pertinent provisions of ASC 740 on July 1, 2009 and has determined that there was no effect on the financial statements resulting from the adoption of this standard. The Museum is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Museum believes it is no longer subject to income tax examinations for years prior to 2007. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Amortization of liability: 205,140; Change in value of Split Interest agreements: 767,606; Capitalized bond fees: (3,396); Total rounding variances: 1,964. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Amortization of liability: 205,140; Change in value of split interests: 767,606; Rounding variances: 2,014. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Fundraising expenses on Line 8b: (264,729); Cost of goods sold on Line 10b: (506,067). SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Capitalized bond fees: 3,396; Fundraising expenses reported in Part VIII: 264,729; Cost of goods sold reported in Part VIII: 506,067; Loss on disposal of capital assets (see Part VIII): 2,023,275; Rounding variances: 50. 1 Central America and the Caribbean 0 0 Grantmaking 27000 East Asia and the Pacific 0 0 Grantmaking 27500 Europe (including Iceland and Greenland) 0 0 Grantmaking 25000 Middle East and North Africa 0 0 Grantmaking 44500 South America 0 0 Grantmaking 27500 South Asia 0 0 Grantmaking 5000 Central America and the Caribbean 0 0 Investments 18373193 Europe (including Iceland and Greenland) 0 0 Investments 6055610 North America (including Canada and Mexico, but not the United States) 0 0 Investments 2673316 0 0 27258619 Middle East and North Africa Scholarships/ stipends 29000 Wire transfer South America Scholarships/ stipends 22500 Wire transfer Central America and the Caribbean Stipends 22000 Wire transfer East Asia and the Pacific Scholarships/ stipends 17000 Wire transfer Middle East and North Africa Stipends 10500 Wire transfer Europe (including Iceland and Greenland) Stipends 10000 Wire transfer East Asia and the Pacific Stipends 5500 Wire transfer 7 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 The Museum of Science is the flagship site for the Intel Computer Clubhouse Network, which includes sites both within and outside the US. The Museum's primary role is advisory and to coordinate communication and cooperation between sites, but each site is an independent entity. The Museum will occasionally provide pass-through funding from Intel to help in establishment and upgrade Clubhouse sites, and also provides travel support for representatives from sites to attend the network Annual Meeting and the bi-ennial Teen Summit, an event that includes opportunities for Clubhouse youth to express themselves using graphic design, video animation, digital art, music, radio, documentary film-making, and 3-D modeling. The Museum's other major grant-making role in the Network is to pass through Intel funding for Clubhouse to College scholarships. Scholarships are awarded through an application process which includes review by staff of the Clubhouse Network, a representative from MIT, a representative from Intel, a Museum staff person not directly associated with the Clubhouse program and has also included mentors and staff from around the Network. Scholarships are paid to the Clubhouse site, not to the individual student. For all types of funding, recipient sites are required to provide narrative and financial reporting to the Museum to ensure proper use of funds. Sites that have demonstrated an inability to perform adequate administration of grant funds are not eligible for future funding, although they may continue to participate in the network in other ways. All sites are required to be legally recognized as charities in their home jurisdictions as a condition of network membership. SchF_P01_S00_L03 Schedule F, Part I, Line 3 Grant-making expenditures outside the United States are directly accounted for on the Museum's financial statements as program expenditures not distinguished in any way from similar grants made to recipients within the United States. X X X X X X X 1 Artsmarketing Services Telemarketing 0 152613 52286 100327 Comnet Marketing Group Telemarketing 0 5870 5090 780 Creative Donor Strategies Consulting 0 0 17369 -17369 Membership Consultants Consulting on / production of direct mail 0 32264 19000 13264 The Wayland Group Inc Consulting 0 0 25278 -25278 190747 119023 71724 CT FL MA NH NY The Science Behind... Gala 370801 303151 67650 0 0 0 74765 9900 125957 Boston Marathon 101597 101597 0 0 0 0 4864 0 1824 2 124968 119789 5179 0 0 0 2844 3000 41575 597366 524537 72829 0 0 0 82473 12900 169356 264729 -191900 1 Association of Science-Technology Centers 1025 Vermont Ave NW 500 Washington DC 20005 521926756 501(c)(3) 75242 Fed'l subaward: Nanoscale Informal Science Education Boys and Girls Clubs of Boston 50 Congress St Ste 730 Boston MA 02109 042103922 501(c)(3) 22000 Stipends Boys and Girls Clubs of the East Valley 1405 E Guadalupe Rd Ste 4 Tempe AZ 85283 860550646 501(c)(3) 19500 Fed'l subaward: Nanoscale Informal Science Education Childrens Museum of Houston 1500 Binz St Houston TX 77004 742178563 501(c)(3) 36174 Fed'l subaward: Nanoscale Informal Science Education Davis Square Research Associates 119 College Ave 41 Somerville MA 02144 383792037 10000 Fed'l subaward: Advancing Tech Literacy of Elementary Teachers Exploratorium 3601 Lyon St San Francisco CA 94123 941696494 501(c)(3) 500018 Fed'l subaward: Nanoscale Informal Science Education Greater Sacramento Urban League 3725 Marysville Blvd Sacramento CA 95838 941686314 501(c)(3) 16000 Stipends Harford County Public Schools 102 S Hickery Ave Bel Air MD 21014 526000955 Harford Cty, MD 6286 Fed'l subaward: Engineering is Elementary Horizon Research Inc 326 Cloister Court Chapel Hill NC 27514 561550276 12471 Fed'l subaward: Engineering is Elementary Indiana State University 201 N 7TH St Terre Haute IN 47809 356001670 State of IN 68669 Fed'l subaward: Digital Earth Watch Institute For Learning Innovation 3168 Braverton St 280 Edgewater MD 21037 521467051 501(c)(3) 19750 Fed'l subaward: Virtual Humans exhibit Massachusetts Institute of Technology 77 Mass Ave Cambridge MA 02139 042103594 501(c)(3) 20214 Fed'l subaward: Integrating Cognitive Research into Exhibits Materials Research Society 506 Keystone Dr Warrendale PA 15086 311037979 501(c)(3) 133289 Fed'l subaward: Nanoscale Informal Science Education New York Hall of Science 47-01 111th St Corona NY 11368 112104059 501(c)(3) 91254 Fed'l subaward: Nanoscale Informal Science Education North Carolina Museum of Life and Science 433 W Murray Ave Durham NC 27704 560938434 501(c)(3) 34364 Fed'l subaward: Nanoscale Informal Science Education North Carolina Museum of Life and Science 433 Murray Avenue Durham NC 27704 560938434 501(c)(3) 129202 Fed'l subaward: Nanoscale Informal Science Education Northern Essex Community College 100 Elliott Street Haverhill MA 01830 046002284 Comm of MA 6656 Fed'l subaward: Advancing Tech Literacy of Elementary Teachers Northwest Community Programs Inc 18100 Meyers Rd Detroit MI 48235 382106390 501(c)(3) 16000 Stipends Oregon Museum of Science & Industry 1945 SE Water Ave Portland OR 97214 930402877 501(c)(3) 367655 Fed'l subaward: Nanoscale Informal Science Education Police Activities League of Greater Portland 449 NE Emerson Portland OR 972113209 943118749 501(c)(3) 10000 Stipends Sacramento Food Bank Services 3333 3rd Ave Sacramento CA 95817 943315566 501(c)(3) 12000 Stipends Science Museum of Minnesota 120 W Kellogg Blvd St Paul MN 55102 410706172 501(c)(3) 1537394 Fed'l subaward: Nanoscale Informal Science Education Sciencenter 601 First St Ithaca NY 14850 222470652 501(c)(3) 416375 Fed'l subaward: Nanoscale Informal Science Education The Franklin Institute Science Museum 222 North 20th Street Philadelphia PA 19103 231370501 501(c)(3) 37397 Fed'l subaward: Nanoscale Informal Science Education The Regents of Univ of CA Berkeley 171 University Hall Spc 1104 Berkeley CA 94720 946002123 State of CA 42781 Fed'l subaward: Nanoscale Informal Science Education University of New Hampshire 25 Concord Road Durham NH 03824 026000937 State of NH 9241 Fed'l subaward: Digital Earth Watch University of Wisconsin 1220 Linden Dr Madison WI 53706 396028867 State of WI 72807 Fed'l subaward: Nanoscale Informal Science Education 24 2 Admission fee waivers 28477 0 113909 Retail price Fee waiver Course fee waivers 58 0 29740 Retail price Fee waiver Membership fee waivers 22 0 2180 Retail price Fee waiver Overnight program fee waivers 441 0 19825 Retail price Fee waiver Teacher stipends 293 68750 0 College scholarships 18 77500 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 CASH GRANTS: The Museum's cash awards fall into four categories. A) Subawards under federal and state grants - These are monies passed through to institutions who have applied for government grants jointly with the Museum. The Museum monitors the subawardees' use of funds in accordance with the regulations governing these grants and the adequacy of this monitoring is audited annually under the provisions of OMB Circular A-133. B) Prizes and awards - The Museum administers two annual awards for the recognition of scientific publication and communication. As these awards are honoraria, monitoring of their use is not applicable. C) Teacher stipends - These are payments to teachers participating in professional development workshops offered by the Museum. As these payments are simple flat payments based on number of workshop days attended, monitoring of their use is not applicable. D) Computer Clubhouse Network support - These are 2 classes of payments made to or on behalf of member sites in the Intel Computer Clubhouse Network, of which the Museum is the flagship site. The Museum's primary role is advisory and to coordinate communication and cooperation between sites, but each site is an independent entity. The Museum occasionally provides pass- through funding from Intel to help establish and upgrade Clubhouse sites, and also provides travel support for representatives from sites to attend the network Annual Meeting and the bi-ennial Teen Summit. The Museum also passes through Intel funding for Clubhouse to College scholarships. Scholarships are awarded through an application process which includes review by staff of the Clubhouse Network, a representative from MIT, a representative from Intel, a Museum staff person not directly associated with the Clubhouse program and has also included mentors and staff from around the Network. For travel stipends and other support of Clubhouse sites, the Museum requires both narrative and financial reporting to ensure funds are used appropriately. For scholarships paid on behalf of individual students within Clubhouse sites, checks are issued directly to the college being attended to ensure use of the funds for the purpose intended. NON-CASH GRANTS: The Museum also provides substantial non-cash "scholarships" for reduced-fee or no-fee participation in Museum programs for which a fee is usually charged. For these transactions, no funds are disbursed to the grantee; they are simply charged less, or not at all, for the program attended. Eligibility is determined in a number of ways, depending on the nature of the grantee. Schools are evaluated based on location in under-served neighborhoods or by percentage of free/reduced lunch program students. Community groups are evaluated on the basis of charitable status. Individual grantees are evaluated on the basis of income or residence in under-served areas. As the operation of these non-cash awards is entirely internal to the Museum, monitoring the use of the funds is also entirely internal and accomplished through the Museum's own accounting system. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Ioannis N Miaoulis 359172 0 0 0 51719 0 16264 0 12635 0 439790 0 0 0 Wayne Bouchard 227482 0 0 0 4462 0 10749 0 9135 0 251828 0 0 0 Joan Hadly 223328 0 0 0 1418 0 10327 0 3396 0 238469 0 0 0 E James Kraus 190919 0 0 0 1149 0 5400 0 11635 0 209103 0 0 0 Lawrence Bell 186069 0 0 0 1069 0 11107 0 3396 0 201641 0 0 0 Paul M Fontaine 171272 0 0 0 345 0 10500 0 3900 0 186017 0 0 0 Jonathan R Burke 157199 0 0 0 119 0 8000 0 9135 0 174453 0 0 0 Christine Cunningham 157082 0 0 0 129 0 7918 0 3396 0 168525 0 0 0 John T Slakey 152365 0 0 0 301 0 4771 0 11634 0 169071 0 0 0 Cynthia G Mackey 148406 0 0 0 0 0 8796 0 0 0 157202 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The Museum provides to its President and Director two forms of compensation not available to other employees. Due to the significant amount of travel undertaken by the President and Director on behalf of the Museum, travel costs for his wife are sometimes provided in cases where the travel is lengthy or the nature/purpose of a trip is such that accompaniment by a spouse is expected or customary. Amounts provided under this arrangement are reported on Form W-2 as appropriate. The Museum also provides college tuition, room, and board for the President and Director's children, grossing up the payments to offset the related tax obligations. These payments are included in Column (iii) Other reportable compensation. Verizon Museum Trustee Sandra Moose is on Verizon's Board of Directors 101271 Payment for phone service 0 X 51 1367903 Market (hi/lo) X 5 0 n/a X Software 1 1247095 List price X Audio-tour devices 1 146000 Market, adjusted for use X Educational materials 2 3481 List price X Miscellaneous equipment 3 23490 List price 0 0 1 0 SchM_P01_S00_L00 Schedule M, Part I In all instances in this Schedule, figures in Column (b) represent number of contributions, even where a contribution may include multiple items. The software contribution noted on line 25 was a single donation including multiple licenses for multiple products. SchM_P01_S00_L33 Schedule M, Part I, Line 33 Lines for which Column(a) is checked but (c) is zero represent donations to the Museum's collections of items of nominal value. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The Museum's Form 990 is prepared by the staff of the Accounting Department. It is then reviewed by the CFO and presented to the Audit Committee of the Museum's Board for further review. After the Audit Committee review, the final version of Form 990 is provided to all members of the Museum's Board before the form is filed. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Upon election/hiring, and annually thereafter, all Museum Trustees, Overseers (an advisory, but non-governing body), and Key Employees are required to fill out a detailed Conflict of Interest form which solicits detailed information about associations with companies, organizations, and each other which may represent a conflict of interest with respect to the Museum. The forms are reviewed at least annually by both the CFO and staff of the Museum's Accounting department to identify any reported conflicts which may require disclosure and/or further follow-up. With respect to business relationships with companies associated with Trustees or Key Employees, it is the Museum's policy to subject such companies to the same procurement policies, procedures, and requirements as other, nonrelated, firms. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Compensation Committee of the Museum's Board meets twice yearly, once in spring and once in the late summer or early fall. The first meeting is focused on establishing a recommendation to the Finance Committee that budgets for the upcoming fiscal year's museum-wide merit increase pool. The second meeting is focused on the review of the performance of Key Employees and other senior leadership staff for the prior year and to approve the recommendations of the President/Director for any salary increases. In addition, the Committee reviews the performance and compensation of the President/Director and recommends any adjustment to compensation if warranted. In order to do this in a fully knowledgeable manner, the Committee annually reviews information obtained by the Vice President of Human Resources though a variety of resources. These resources include an outside survey group used to benchmark each of the senior management positions including the President and Director against local non-profit organizations that are of a similar size. In addition, the Museum uses public resources such as Guidestar to access salaries of key people in Museums located in metropolitan areas. Finally, the Museum participates in and receives information from local and regional salary surveys of other Museums in New England. This process gives a clear picture of local, regional and national salary levels for its senior management. The Compensation Committee reviews this information in addition to the history of compensation increases, overall performance of the individual and of the Museum prior to approving or making recommendations for compensation increases. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Museum's financial statements, Form 990, and other key documents are available in either hard copy or electronically upon request. Form 990 is also available through publicly accessible websites such as Guidestar.org. SchG_P01_S00_L02b Schedule G, Part I, Line 2b The Museum's use of external fundraisers may, in any given year, consist of a) general fundraising counsel, whose work is generally too integrated into the Museum's overall Advancement function to have specific "gross receipts" amounts specifically assigned; b) direct-mail companies, whose work ranges from simple large-scale mailing of materials developed and produced by the Museum itself to a more direct involvement in the design and creation of the solicitation materials; and c) telemarketers. In cases such as direct mail where costs other than the fundraising services are incurred (such as postage, printing, etc.), the company's invoicing is in sufficient detail to allow the Museum to track and code those expenses separately from the amounts reported as "professional fundraising fees" on From 990, Part IX, Line 11e. For the companies listed in Schedule G, those additional expenses totaled $73,397. All agreements with outside fundraisers provide for invoicing of the Museum based on solicitations made, rather than withholding of amounts from funds raised. No outside fundraiser has custody of any funds raised. SchL_P04_S00_L00 Schedule L, Part IV With respect to business relationships with companies associated with Trustees or Key Employees, it is the Museum's policy to subject such companies to the same procurement policies, procedures, and requirements as other, nonrelated, firms.