2024-11-14T11:23:06+00:00 2023-12-31 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990PF 2023-01-01 770150580 Monterey Bay Aquarium Research Institute MONT 8317751788 7700 Sandholdt Road Moss Landing CA 95039 Basilio Martinez CFO 8317751731 2024-11-14 true Diane Kirmaci P01578407 4155761100 2024-11-14 2023 2024-10-15 13:58:12Z X 260415595 X 80754578 3613146 3613146 3613146 0 0 0 41183 41183 41183 41183 -129275 0 0 0 0 0 0 199143 121738 121738 84478775 3776067 3776067 749038 749038 22177155 22177155 10693468 10693468 388614 0 0 394130 164295 0 0 164295 0 0 0 0 57293 57293 53223 0 0 1016 7096336 0 0 2560406 2536950 1301445 1342114 120589 87648 21084315 27574 27574 21258708 66446177 27574 27574 59461815 100000 100000 66546177 27574 27574 59561815 17932598 3748493 3748493 2192147 1787138 1787138 64394065 67910118 67910118 126910 263345 126910 126910 0 0 0 74958737 65371964 65371964 0 0 0 0 0 0 0 0 63254 63254 63254 2034925 1445120 1445120 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 208126507 124127985 61245629 83998522 83998522 38480974 39712569 39712569 243633076 260415595 260415595 14781427 16941430 1741625 271577 0 0 0 0 19120607 20702155 35643659 37915162 X 205489417 215050429 2500000 7450004 207989417 222500433 243633076 260415595 207989417 17932598 0 225922015 3421582 222500433 DISPOSAL OF FIXED ASSETS P 0 129275 -129275 0 -129275 -129275 0 52104 0 52104 0 52104 45019 23500 68519 16415 16415 0 false false false 0 0 0 false false false false true true CA true true false false false true WWW.MBARI.ORG Chris Di Salvo 8317751788 7700 Sandholdt Road Moss Landing CA 950399644 false false false true true false false false false false false false false false false false false false false false false false Dr Christopher Scholin 7700 Sandholdt Road Moss Landing CA 95039 President & CEO 40.000 411666 78910 0 Basilio Martinez 7700 Sandholdt Road Moss Landing CA 95039 CFO 40.000 271372 29208 0 Julie Packard 7700 Sandholdt Road Moss Landing CA 95039 Chairman 4.000 0 0 0 Dona Crawford 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Edward Barnholt 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Dr Franklin Orr 7700 Sandholdt Road Moss Landing CA 95039 Vice Chairman 4.000 0 0 0 Dr Joel Birnbaum 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Nancy Burnett 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 0 0 0 Christopher Burnett 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 0 0 0 Dr Curtis Collins 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Dr Susan Hackwood 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Dr Eric Hartwig 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Dr G Ross Heath 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Dr Jyotika Virmani 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 John Zicker 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Dr George Somero 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Barbara Wright 7700 Sandholdt Road Moss Landing CA 95039 Director/Secretary 4.000 0 0 0 Dr Lisa White 7700 Sandholdt Road Moss Landing CA 95039 Director 4.000 6000 0 0 Kelly Benoit Bird 7700 Sandholdt Road Moss Landing CA 95039 Science Chair 40.000 288685 51379 0 Heidi Cullen 7700 Sandholdt Road Moss Landing CA 95039 Comm. Director 40.000 337274 61253 0 John A Hamilton 7700 Sandholdt Road Moss Landing CA 95039 Engineering Chair 40.000 267398 41789 0 Bruce Robison 7700 Sandholdt Road Moss Landing CA 95039 Scientist 40.000 265939 41308 0 Norman Steinberg 7700 Sandholdt Road Moss Landing CA 95039 HR Director 40.000 284730 55230 0 193 Allied Universal Security Services 1473 N Davis Road Salinas CA 93906 SECURITY SERVICES 267173 Pricewaterhouse Coopers LLP 405 Howard St Suite 600 San Francisco CA 94105 Accountants 142500 Barderry Applied Research LLC 7 Hemlock Trail Nottingham NH 03290 Software 126202 Hirschfeld Kramer LLP 456 Montgomery St Suite 2200 San Francisco CA 94104 Legal services 125023 Cooley LLP 3 Embarcadero Center 20th floor San Francisco CA 94111 Legal Services 124024 9 Study the composition, structure, ecological dynamics and population dynamics of the water columns and sea-floor of the Monterey Bay and other West Coast sites. 9832815 Development of oceanographic instruments - DNA probes, sea-floor mapping systems, In Situ analyzers/samplers, chemical sensors, etc. 7364490 New technology data collection vehicles - AUV development and enhancements, and ROV upgrades and enhancements. 2295747 Maintain an ocean observatory system and a data reference system which provides the oceanographic community with access to key data and data collection opportunities. 1350446 0 0 68291845 0 68291845 0 68291845 1024378 67267467 3363373 X 59561815 0 28123000 0 87684815 1988-05-03 X 3363373 1104413 318128 549095 5335009 2858867 938751 270409 466731 4534758 87684815 70588687 62316891 51782307 272372700 100000 320500 245500 252000 918000 87584815 70268187 62071391 51530307 271454700 2242249 2473023 1892536 1021334 7629141 NONE NONE X Leland Stanford Dr Univ William F Durand Building Stanford CA 95305 N/A PC Support for collaborative research program. 100000 100000 0 14 3613146 16 41183 -129275 AP Discounts 1 800 Credit Card Revenue Sharing 1 51986 Other 1 18059 Recycled Materials 1 6560 Royalties 15 121738 0 3853472 -129275 3724197 8 MBARI develops and utilizes instrumentation that can be deployed in the ocean for long durations of time. As a result of being deployed in the ocean, instrumentation is subject to various elements which lead to an asset being destroyed or rendered inoperable prior to the end of its useful life. The losses disclosed pertain to losses of this nature. false false false false false false false false false false X X 1 David and Lucile Packard Foundation 342 2nd St Los Altos CA 94022 54926032 X 2 National Science Foundation 4201 Wilson Blvd Arlington VA 22230 11918058 X 3 National Oceanic & Atmospheric Adm 1100 Wayne Ave 1210 Silver Springs MD 209103283 3792615 X 4 Princeton University PO Box 34 Princeton NJ 08544 1052965 X 5 US Geological Survey 12201 Sunrise Valley Dr Reston VA 20192 881424 X 6 Monterey Bay Aquarium 866 Cannery Row Monterey CA 93940 500000 X 7 UC San Diego 9500 Gilman Dr San Diego CA 920930955 380471 X 8 Gordon and Betty Moore Foundation 1661 Page Mill Road Palo Alto CA 94304 379959 X 9 University of Miami 4600 Rickenbacker Causeway Miami FL 33149 359858 X 10 National Philanthropic Trust 165 Township Line RoadSte 1200 Jenkintown PA 19046 346194 X 11 Department of Energy 9800 South Cass Avenue Argonne IL 60439 247289 X 12 State of CA Natural Resource Agency 715 P St 20th Floor Sacramento CA 95814 160223 X 13 Schmidt Ocean Institute 505 Hamilton Ave Suite 210 Palo Alto CA 94301 144004 X 14 National Aeronautics & Space Admin Greenbelt Road - Code 155/ Bui Greenbelt MD 207710001 124461 X 15 University of New Hampshire 24 Colovos Road Durham NH 03824 106771 X 16 University of Washington 4333 Brooklyn Ave NE Seattle WA 981959472 74569 X 17 University of Rhode Island OSP 70 Lower College Rd Kingston RI 02881 64516 X 18 Simons Foundation 160 Fifth Avenue New York NY 10010 61763 X 19 Consolidated Safety Services 2750 Prosperity Ave Ste 220 Fairfax VA 22031 41128 X 20 University of Maine 5717 Corbett Hall Orono ME 04469 38053 X 21 American Online Giving 40 East Main Street Newark DE 19711 36653 X 22 Maxwell Hanrahan Foundation 3130 Alpine Rd Suite 288 Portola Valley CA 94028 30000 X 23 Naval Research Laboratory 1005 Balch Blvd Stennis Space Center MS 39529 28220 X 24 Univ of Texas at Austin PO Box 7726 Austin TX 78713 24916 X 25 Humboldt State University 1 Harpst Street SBS 325 Arcata CA 95211 17935 X 26 UC - Santa Cruz 1156 High Street Santa Cruz CA 95064 15624 X 27 Stanford University 340 Panama Street Stanford CA 943054125 7810 X 28 Sorbonne University 4 place Jussieu Paris FR 75005 7546 X 29 Cigna Health 900 Cottage Grove Road Hartford CT 06152 7500 X 30 Fidelity Charitable PO Box 770001 Cincinnati OH 45277 5200 X 31 Classic Hotel and Restaurant 8000 S Arizona Grand Parkway Phoenix AZ 85044 5000 X 32 UC Berkeley 174 Stanley Hall Berkeley CA 94720 5000 X 33 Valley Christian Schools 100 Skyway Drive San Jose CA 95111 5000 X North Bay Pensions 6300 6300 Deloitte Tax LLP 15745 15745 PriceWaterhouse Coopers 142250 142250 Depreciation 7096336 Compensation Form 990-PF, Part VII, Line 1 In addition to the amount of compensation paid to each director and officer (if any), in 2023 MBARI paid E&O insurance premiums of $37,095 (10/2023 - 9/2024)and in 2022 paid D&O premiums of $37,094 (10/2022-9/2023) of which $37,094 is allocable to 2023 and to these individuals as a nontaxable working condition fringe benefit. Barbara P. Wright is an officer and director of MBARI. Her firm, Finch Montgomery Wright PC, provides legal services to MBARI. Fees for those services are paid to the firm and are for legal services, not for services in her capacity as an officer or director. Fees paid and expenses reimbursed to the firm in 2023 were $66,050. This amount is included in the appropriate Statement pertaining to Legal Fees. Tangible property elections Tangible property elections Section 1.263(a)-1(f) De Minimis Safe Harbor Election Taxpayer is making the de minimis safe harbor election under Treas. Reg. 1.263(a)-1(f) for all eligible amounts paid or incurred during the taxable year. Section 1.263(a)-3(n) Capitalization Election Taxpayer hereby elects to capitalize repair and maintenance costs under Treas. Reg. 1.263 (a)-3(n). The costs were incurred during the taxable year in the electing taxpayer's trade or business and the electing taxpayer treats such costs as capital expenditures on its books and records. Auto/Transportation Equipment 632862 569845 63017 63017 Furniture and Fixtures 1150196 1115393 34803 34803 Machinery and Equipment 55479520 43414812 12064708 12064708 Buildings 54407468 38956905 15450563 15450563 Improvements 13430417 6046107 7384310 7384310 Land 4236219 4236219 4236219 CIP 35891792 35891792 35891792 SOFTWARE 2680703 1151153 1529550 1529550 SHIP & SHIPBOARD EQUIPMENT 12899089 8991548 3907541 3907541 REMOTELY OPERATED VEHICLES 14750906 11750528 3000378 3000378 AUTONOMOUS UNDERWATER VEHICLES 12567335 12131694 435641 435641 Anthony Lombardo and Associates 10415 11741 Cooley LLP 120241 124024 Finch Montgomery Wright PC 67350 66050 Hirschfeld Kramer LLP 125023 125023 Ropes & Gray 40718 40718 Ross Silverman Snyder 4798 6505 Wagner Law Group 19788 19788 Kennedy, Archer & Giffen 281 281 Deposits on ship construction 33504367 33504367 33504367 Deposits - Lease and plan accounts 17116 17116 DEFERRED COMPENSATION PLAN ASSETS 4976607 5741155 5741155 Deposits on for MARS Cabling 449931 449931 Unrealized Loss on retiree medical program costs 3421582 Business Meal 26567 26567 Expensed Equipment 417704 417704 Freight & Postage 104923 104233 General Lab and Supplies 2741355 2808686 Insurance 1021475 1239467 Maintenance and Repair 2156402 2148226 Miscellaneous 248232 248184 Outside Services 2647654 2582065 Recruitment 186024 182919 Royalty Expense 27574 27574 27574 Ship Time and Equipment Rental 148652 142904 Subawards 11357753 11357753 AP Discounts 800 Credit Card Revenue Share 51986 Other 18059 Recycled Materials 6560 Royalties 121738 121738 121738 Postretirement benefit liabilities 14144000 14961000 DEFERRED COMPENSATION PLAN LIABILITIES 4976607 5741155 STATE FEES 820 820 Import taxes 59 59 Investment tax 52207 0 PCORI tax 137 137