2019-05-11T09:17:35-07:00 2018-06-30 990 2017-07-01 042103916 MUSEUM OF SCIENCE MUSE 6177232500 1 Science Park Boston MA 021141099 John Slakey CFO/Treasurer 6175890114 2019-05-13 107.77.225.167 2017 2019-02-21 02:37:17Z Wayne M Bouchard 1 Science Park Boston MA 021141099 175672715 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. 48 47 786 400 808373 552134 54927092 32130694 24728429 25353251 6424738 14239315 9485470 8817953 95565729 80541213 2516810 2284901 0 0 30268302 32309947 117893 277250 6291775 29489413 31067318 62392418 65939416 33173311 14601797 276492825 290712548 18953843 18076923 257538982 272635625 X 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. 0 1 18417913 289640 1294688 EXHIBITS include over 900 standing exhibits, housed in 132,000 sq ft of gallery and related space, providing hands-on experiences in all areas of science, technology, and their social impact. The Museum creates permanent and travelling exhibits both on its own and in collaboration with other institutions, and is one of three lead partners in the National Informal STEM Education Network (NISENet), a network of approximately 600 museums, colleges/universities, libraries, scientific professional organizations, and research institutions which creates and shares exhibits and programs relating to important current science and technology topics. The Museum also hosts travelling exhibits produced by other institutions. Traveling exhibits hosted by the Museum this year included: Many Faces of Our Mental Health; POPnology; Gridiron Glory; Mirror Maze: Numbers in Nature; Dora and Diego: Let's Explore!; New England Caterpillars; Crocs: Ancient Predators in a Modern World 13699902 769829 10788673 PUBLIC PROGRAMS include exhibit interpretation, lecture series, live animal demonstrations (the Museum is accredited by the Association of Zoos and Aquariums), physical science demonstrations, lightning shows in the Thomson Theater of Electricity, special events, demonstrations and podcasts relating to topics of current science and technology, hands-on Design Challenges and a walk-through Butterfly Garden. The Museum's community outreach programs provide access to these and other programs to underrepresented audiences, and the Museum's Traveling Programs' fleet of vans bring programming out to schools, libraries, and community centers across New England. (1,152,900 onsite visitors and 100,200 offsite participants served.) 9830016 843738 4617759 EDUCATION PROGRAMS include summer courses for children, overnight programs, an Educator Resource Center, and field trip programs for school groups. The Museum is also the home of the National Center for Technological Literacy (NCTL) which works with education, government, and industry to integrate engineering in schools and museums nationwide. The NCTL has developed standards-based K-12 curriculum materials and provides professional development programs in math and engineering, as well as online teacher resources. (150,800 visitors and participants, not including many thousands of children using NCTL curricula worldwide) 7379540 281694 3167332 THEATERS include the Charles Hayden Planetarium, offering lectures and demonstrations of astronomical phenomena, current discoveries and historical topics. The Mugar Omni Theater, the largest domed IMAX theater in New England, offers 70mm format films, while a smaller 4-D theater offers short 3-D films on a range of science and nature topics augmented by sensory effects such as wind, mist, and smell. Planetarium shows this year included: Big Bird's Adventure; Explore the Universe; From Dream to Discovery: Inside NASA Engineering; Undiscovered Worlds; Magic Treehouse; Wonders of the Night Sky. IMAX films included: Amazon Adventure; Dream Big; Journey to Space; Mysteries of China; National Parks Adventure (560,700 theater visitors served) 2858144 100000 5650615 Services provided primarily for the benefit of our members include our parking facility, membership office, and gift shop. (45,952 member households) 10237684 381694 8817947 52185515 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 178 0 1 786 1 1 1 0 0 0 0 1 1 0 0 0 0 X 48 47 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 1 Science Park Boston MA 021141099 Gwill Elaine York Chairman 1 0 X X 0 0 0 Deborah Dunsire Vice-Chair 1 0 X X 0 0 0 Joshua Boger Vice-Chair 1 0 X X 0 0 0 Alexis Borisy Vice-Chair 1 0 X X 0 0 0 Yiannis Monovoukas Vice-Chair 1 0 X X 0 0 0 Jeffrey P Johnson Corporation Counsel 1 0 X X 0 0 0 Chinh H Pham Chair, Overseers 1 0 X 0 0 0 Deborah Alexander Pres., Vol. Svc. Lge 1 0 X 0 0 0 Adam Koppel Trustee 1 0 X 0 0 0 Alison Nolan Trustee 1 0 X 0 0 0 Christine P Bellon Trustee 1 0 X 0 0 0 Donald M Kaplan Trustee 1 0 X 0 0 0 Elizabeth G Riley Trustee 1 0 X 0 0 0 Elizabeth Moore Trustee 1 0 X 0 0 0 Gary R Gregg Trustee 1 0 X 0 0 0 Gretchen S Fish Trustee 1 0 X 0 0 0 Hal R Tovin Trustee 1 0 X 0 0 0 Howard Messing Trustee 1 0 X 0 0 0 Ivana Magovcevic-Liebisch Trustee 1 0 X 0 0 0 Jaishree Deshpande Trustee 1 0 X 0 0 0 Jeffrey R Beir Trustee 1 0 X 0 0 0 Johan Pontin Trustee 1 0 X 0 0 0 Joy Lucas Trustee 1 0 X 0 0 0 Juan Enriquez Trustee 1 0 X 0 0 0 Kate D Levin Trustee 1 0 X 0 0 0 Kurt Melden Trustee 1 0 X 0 0 0 Lawrence A Siff Trustee 1 0 X 0 0 0 Leslie E Greis Trustee 1 0 X 0 0 0 Maria L Kussmaul Trustee 1 0 X 0 0 0 Maryrose Sylvester Trustee 1 0 X 0 0 0 Michael Bronner Trustee 1 0 X 0 0 0 Michael G Thonis Trustee 1 0 X 0 0 0 Nancy E Dempze Trustee 1 0 X 0 0 0 Patricia M Lassiter Trustee 1 0 X 0 0 0 Paul Egerman Trustee 1 0 X 0 0 0 Payson Swaffield Trustee 1 0 X 0 0 0 Ranch C Kimball Trustee 1 0 X 0 0 0 Richard I Anders Trustee 1 0 X 0 0 0 Richard M Burnes Jr Trustee 1 0 X 0 0 0 Rudy L Ruggles III Trustee 1 0 X 0 0 0 Stacy L Cowan Trustee 1 0 X 0 0 0 Stephane Bancel Trustee 1 0 X 0 0 0 Steven Haley Trustee 1 0 X 0 0 0 Susan E Whitehead Trustee 1 0 X 0 0 0 Thomas J Pincince Trustee 1 0 X 0 0 0 Wayne M Kennard Trustee 1 0 X 0 0 0 Yet-Ming Chiang Trustee 1 0 X 0 0 0 Helen Greiner Trustee (Left) 1 0 X 0 0 0 Susan Windham-Bannister Trustee (Left) 1 0 X 0 0 0 Malcolm L Sherman Trustee (Retired to emeritus status) 1 0 X 0 0 0 Richard A DiPerna Trustee (Retired to emeritus status) 1 0 X 0 0 0 Ioannis Miaoulis President and Director 40 0 X X 616848 0 28487 Wayne Bouchard COO/Asst. Sec'y 40 0 X 347971 0 33580 John Slakey Sr. VP Fin/CFO/Treasurer 40 0 X 207191 0 32086 Ellen Starr Sr. VP, Advancement 40 0 X 285910 0 22925 Todd Sperry Sr. VP, Marketing 40 0 X 258315 0 10911 Lawrence Bell Sr. VP, Strategic Init. 40 0 X 231979 0 21312 Jonathan Burke Sr. VP, Vis. Exper. & Ops 40 0 X 217889 0 28901 Edward Kraus Exec. Dir. of Development 40 0 X 257974 0 14098 Christine Cunningham VP Research/Elem Sch Curr 40 0 X 229435 0 10988 Amy Berkeley Sr. Dir of Leadership Gifts 40 0 X 198561 0 13817 Christine Reich VP, Exh Devel & Conseravt'n 40 0 X 173171 0 11005 Britton Stephens O'Brien Sr. VP, Human Resources 40 0 X 169408 0 32549 3194652 0 260659 35 0 1 0 C&W Facility Services Inc 275 Grove Street Suite 3-200 Auburndale MA 024662239 Custodial services 1127176 Ravenswood Studio Inc 6900 N Central Park Ave Lincolnwood IL 60712 Exhibit Fabrication 774741 Cavalieri Construction 16 Robin St Everett MA 02149 Construction 444477 Cambridge Associates 125 High St Boston MA 02110 Investment counsel 276501 Alipes CME Inc 28 Atlantic Ave 131 Boston MA 02110 Software development 237000 15 0 1821898 825377 0 4465103 25018316 1281430 32130694 Admissions 712110 12535362 12535362 0 0 Parking 812930 2914933 0 0 2914933 Educational program income 611699 2160960 2160960 0 0 Exhibit rental fees 712110 2125786 2125786 0 0 Membership benefits 712110 5415375 5415375 0 0 200835 200835 0 0 25353251 2325015 0 -279103 2604118 0 0 0 0 274790 274790 0 0 2012842 0 0 0 2012842 0 2012842 0 647520 1365322 103153117 0 91072630 166187 12080487 -166187 11914300 0 19281 11895019 178343 825377 490865 -312522 0 -312522 0 0 0 0 0 0 6325296 3401820 2923476 2923476 0 0 Sponsorship 900099 621957 0 0 621957 Concession fees 453220 850976 0 0 850976 Ancillary services 531120 1588912 0 358306 1230606 857522 0 62369 795153 3919367 80541213 25636584 808373 21965562 1825021 1825021 459880 459880 0 0 0 0 2399468 1012523 854732 532213 0 0 0 0 24363413 19121942 2156589 3084882 1119543 878900 95955 144688 2537337 1994000 217697 325640 1890186 1483896 162006 244284 0 0 0 0 127158 100 126258 800 99075 0 99075 0 142442 82400 0 60042 277250 277250 1423305 0 1423305 0 4360446 3497400 510201 352845 3188296 3130214 23026 35056 3056047 2586970 131716 337361 956464 750791 133464 72209 203471 203471 0 0 2753567 2488533 191372 73662 1287819 959897 164984 162938 0 0 0 0 120254 98955 7449 13850 180384 290 180094 0 0 0 0 0 8943449 8553225 219797 170427 468414 17393 450750 271 Film and exhibit rental 1160403 1160403 0 0 Catering 671246 398361 68428 204457 Credit card handling fees 510822 483360 231 27231 Taxes 827437 747344 80093 0 586819 250246 164904 171669 65939416 52185515 7462126 6291775 32056465 19650998 5014942 12151389 11068515 8919042 1805490 1315042 0 0 0 0 0 0 0 0 1153670 1151328 167197246 98867336 72154482 68329910 34948250 41460879 117351735 136745256 0 0 0 0 939276 988704 276492825 290712548 5560763 6119133 0 0 5294750 4752257 0 0 0 0 0 0 3543288 2837145 0 0 4555042 4368388 18953843 18076923 X 80736047 74895193 101370817 119292368 75432118 78448064 257538982 272635625 276492825 290712548 X 14601797 635443 0 0 0 -140597 X 0 1 X 1 1 1 X 25745624 33409804 21661089 54927092 32130694 167874303 0 0 0 0 0 0 0 0 0 0 0 0 25745624 33409804 21661089 54927092 32130694 167874303 40367885 127506418 3200043 3219485 3767975 3397769 4884751 18470023 103445 103203 103663 647415 510989 1468715 703047 838112 776987 1206426 1035865 4560437 192373478 169503144 0.66281 0.70001 X Schedule A, Part II, Line 10 "Other income" includes shipping charges, gross receipts from fundraising events, souvenir vending machine commissions, locker rental, insurance coverage of losses, and other miscellaneous income. 0 169652 169652 52103115 52272767 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 185189 193175 178125 169652 726141 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 0 0 X X 0 133116231 16785412 15121175 99114 6413013 1423305 157087386 104886553 18361421 16446063 90636 5327507 1159663 133116231 109307500 2509410 -1499711 86339 4600280 744027 104886553 110086591 3488821 1280948 86525 4616888 845447 109307500 96410132 2899934 16216292 97966 4515637 826164 110086591 0.072 0.474 0.454 0 0 0 114102 114102 0 87942728 56230039 31712689 0 0 0 0 0 35559851 19302932 16256919 0 43580565 23334365 20246200 68329910 0 16418400 F Commingled trust funds 25952655 F Equity hedge funds 39926948 F Hedge fund of funds 13575144 F Other alternative investments 24337067 F Split interests and other 16535042 F 136745256 Assets of 457 plans 863023 Intangible capital assets 113381 L/T receivable fr lessee for capital improvements 12300 988704 0 Employer share of FICA 54213 Refunds/credits due 15112 Lia assoc w/Split Interest Agreements 1522682 LT lia assoc w/capital improvements by lessee 1179554 Asset retirement obligation (ASC 410) 1596524 Other liabilities 303 4368388 X 85958010 635443 2286384 0 -140597 2781230 83176780 1423305 -4058872 -2635567 80541213 70861368 2286384 0 0 4058873 6345257 64516111 1423305 0 1423305 65939416 Schedule D, Part III, Line 1 Collections footnote: The Museum's collections consist of approximately 30,000 artifacts used primarily for educational activities, encompassing interpretations, discovery spaces, exhibits, lectures, classes, demonstrations, reference services, or other programs. The Museum also has a historical and archival collection that documents the history of the institution. The composition of the Museum's collections by artifact type is as follows: Natural Sciences - 20,000 items, Cultural/Physical Science - 5,000 items, Artwork - 2,000 items, Institutional History - 3,000 items, Archives - 1,100 linear feet. The Museum's Collections Management Policy stipulates that the Museum will only acquire objects useful in fulfilling the educational purpose stated in its mission. The Museum accepts only those objects that can be immediately put on display in an exhibit, used in educational programs, or used in future programming. Items may be de-accessioned from the collections if they are determined to be no longer useful or relevant in assisting the Museum in fulfilling its mission. Consistent with the American Alliance of Museums' Code of Ethics, Museum policy specifies that proceeds from the de-accessioning of an item may only be used for the conservation or acquisition of other collections items. In accordance with current practice generally followed by museums, collections are not recorded as assets in the accompanying financial statements. Purchased additions to the collections are recorded as expenses at the time acquired. Although artifacts from the collections may from time to time be incorporated into exhibits, the Museum's exhibits themselves are not considered part of its collections and may be capitalized under the Museum's property, plant, and equipment policies. However, artifacts and artworks with a value of $250,000 or greater acquired specifically for incorporation into an exhibit and capitalized as part of that exhibit may be formally accessioned into the Museum's collections in order to be afforded the protections of the Museum's Collections Management Policy. 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 - 1,100 linear feet. Live animals include: Butterfly Garden - approximately 300 butterflies representing 50 species, Other spaces - 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 Care Center. 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 118 individual donor restricted endowment funds and 29 quasi-endowment funds used for a variety of purposes. The relative uses of the endowment (as measured by fair value) include: Unrestricted/general operations - 20%, Exhibit construction and maintenance - 23%, Program support - 36%, Mixed use (primarily exhibits and programs jointly) - 13%, Other (including Library, Access, and Internships) - 8% Schedule D, Part X, Line 2 The Museum's footnote disclosure with respect to FIN 48 is as follows: The Museum is exempt from income taxation on activities related to its charitable purposes 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 purposes. These activities generally include event and conference services revenue for events of a purely social nature, rental income from parking spaces in the Museum's garage, investment income from certain endowment investments, and ticket income from non-scientific offerings in the Museum's planetarium and Omni and 4-D theaters. Taxes paid for these activities are recorded in the accompanying financial statements as expenses of the department generating the associated unrelated income. unrelated to its charitable purposes. These activities generally include event and conference services revenue for events of a purely social nature, rental income from parking spaces in the Museum's garage, investment income from certain endowment investments, and ticket income from non-scientific offerings in the Museum's planetarium and Omni and 4-D theaters. Taxes paid for these activities are recorded in the accompanying financial statements as expenses of the department generating the associated unrelated income. the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated liability for all uncertain tax positions. The Museum considers its status as a tax-exempt entity and the determination of income as related or unrelated to its exempt purpose to be its only significant income tax positions, and has determined that such positions do not result in an uncertainty requiring recognition. The Museum is not currently under income tax examination by any jurisdiction. The Museum's Federal and state tax returns are generally open for examination for three years following the date filed. Schedule D, Part XI, Line 2d Amortization of liability: 205,140; Change in value of split interests: 1,125,061; Separation of business unit (1,470,797); Rounding variances: (1). Schedule D, Part XI, Line 4b Loss on disposal of capital assets (see Part VIII): (166,187); Fundraising expenses on Line 8b: (490,865); Cost of goods sold on Line 10b: (3,401,820). Schedule D, Part XII, Line 2d Fundraising expenses reported in Part VIII: 490,865; Cost of goods sold reported in Part VIII: 3,401,820; Loss on disposal of capital assets (see Part VIII): 166,187; Rounding variances: 1. East Asia and the Pacific 0 0 Program Services Support for traveling exhibition. 2600 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Support for traveling exhibition. 323063 Central America and the Caribbean 0 0 Program Services Travel to confs & peer institutions 2869 East Asia and the Pacific 0 0 Program Services Travel to confs & peer institutions 71157 Europe (including Iceland and Greenland) 0 0 Program Services Travel to confs & peer institutions 72953 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Travel to confs & peer institutions 6540 South America 0 0 Program Services Travel to confs & peer institutions 1558 Central America and the Caribbean 0 0 Investments 5608777 Europe (including Iceland and Greenland) 0 0 Investments 10942777 0 0 17032294 1 0 1 1 1 0 Schedule F, Part I, Line 3 PROGRAM SERVICES - SUPPORT FOR TRAVELING EXHIBITION: The Museum has developed The Science of Pixar traveling exhibition, and is touring two copies, one within the US and one internationally. Museum staff and contractors travel to host sites for exhibit installation, maintenance, and de-installation as the exhibit moves from site to site. Cost reported here also include maintenance and other activities conducted within the US in support of the international tour. PROGRAM SERVICES - TRAVEL TO CONFERENCES & PEER INSTITUTIONS: (Staff professional development and program dissemination): As the Museum expands its programming internationally, staff are increasingly called upon to travel to meetings and conferences in other countries, and to visit peer institutions to review programs and exhibits which may potentially inform the Museum's own offerings. Staff also introduce other institutions to programs and materials the Museum has developed. Staff also travel to install, de-install, and support travelling exhibitions the Museum has developed and rented to other institutions, some of which may be international. Finally, staff may travel internationally to perform research to inform the content of exhibits in development. Costs associated with such travel are accounted for under the same accountable plan as the Museum's domestic travel. X X X X X X X 1 Pentera Inc 8650 Commerce Park Pl Ste G Indianapolis IN 46268 Consulting 0 0 7477 -7477 Development Guild DDI 233 Harvard St No 107 Brookline MA 02446 Fundraising counsel 0 0 6725 -6725 Embryo Creative 30 Newbury St Boston MA 02116 Video production 0 55800 40250 15550 Carl Bloom Associates Inc 81 Main St White Plains NY 10601 Direct Mail 0 70000 139194 -69194 Plenty Consulting Inc 613 Franklin St Michigan City IN 46360 Fundraising counsel 0 0 60282 -60282 Artsmarketing Services 260 King Street East 500 Toronto Ontario CA M54 4L5 Telemarketing 0 75280 22600 52680 201080 276528 -75448 CT FL MA NH NY Stars of STEM Gala 400396 354946 45450 0 0 0 66303 0 213558 Boston Marathon 205451 195291 10160 0 0 0 3759 0 15078 5 397873 275140 122733 0 0 0 69973 800 121394 1003720 825377 178343 0 0 0 140035 800 350030 490865 -312522 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 "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 $142. Agreements with outside fundraisers generally provide for invoicing of the Museum based on solicitations made, rather than withholding of amounts from funds raised. Exceptions occur when the fundraiser provides a web portal for donors, in which case a fee is withheld from the donation and the proceeds forwarded to the Museum. 1 University of Wisconsin 1220 Linden Dr Madison WI 53706 396028867 State of WI 47212 0 n/a n/a Fed'l subaward: ChemAttitudes Center of Science and Industry 333 West Broad St Columbus OH 43215 314383802 501(c)(3) 7430 0 n/a n/a Fed'l subaward: Collaboration for Ongoing Visitor Experience Studies Maryland Science Center 601 Light Street Baltimore MD 21230 520668166 501(c)(3) 6500 0 n/a n/a Fed'l subaward: Creating Communities of Learners ListoAmerica Inc 1800 E McFadden Ave Ste 200A Santa Ana CA 92705 264370987 501(c)(3) 31128 0 n/a n/a Fed'l subaward: DOJ IMPACTS Computers4Kids 945 2nd Street SE Charlottesville VA 22902 541996936 501(c)(3) 16559 0 n/a n/a Fed'l subaward: DOJ IMPACTS Eden Youth & Family Center 680 W Tennyson Road Hayward CA 94544 942442586 501(c)(3) 14645 0 n/a n/a Fed'l subaward: DOJ IMPACTS Friends of EXPO Center 3980 Bill Robertson Ln Los Angeles CA 90037 954713734 501(c)(3) 12202 0 n/a n/a Fed'l subaward: DOJ IMPACTS Pascua Yaqui Tribe 7474 South Camino de Oeste Tucson AZ 857469308 860203228 Tribal Govt 10000 0 n/a n/a Fed'l subaward: DOJ IMPACTS Northwest Community Programs Inc 18100 Meyers Rd Detroit MI 48235 382106390 501(c)(3) 10000 0 n/a n/a Fed'l subaward: DOJ IMPACTS Oregon Museum of Science and Industry 1945 SE Water Ave Portland OR 97214 930402877 501(c)(3) 17000 0 n/a n/a Fed'l subaward: Multi-site Public Engagement with Science Museum of Life and Science 433 W Murray Ave Durham NC 27704 560938434 501(c)(3) 17000 0 n/a n/a Fed'l subaward: Multi-site Public Engagement with Science Arizone Science Center 600 E Washington St Phoenix AZ 85004 860390558 501(c)(3) 16500 0 n/a n/a Fed'l subaward: Multi-site Public Engagement with Science Rockman Et Al Inc 595 Market St Ste 2570 San Francisco CA 941052802 943400371 0 13242 0 n/a n/a Fed'l subaward: Multi-site Public Engagement with Science EdTogether 416 Commonwealth Ave Boston MA 02215 812550548 501(c)(3) 193509 0 n/a n/a Fed'l subaward: Productive Struggle University of Rochester 300 East River Road Rochester NY 14627 160743209 501(c)(3) 43240 0 n/a n/a Fed'l subaward: Productive Struggle Education Development Center Inc 43 Foundry Ave Waltham MA 02453 042241718 501(c)(3) 8855 0 n/a n/a Fed'l subaward: Productive Struggle CAST Inc 200 Harvard Mill Sq Ste 210 Wakefield MA 01880 222746879 501(c)(3) 6523 0 n/a n/a Fed'l subaward: Productive Struggle Bishop Museum 1525 Bernice St Honolulu HI 96817 990161980 501(c)(3) 15000 0 n/a n/a Fed'l subaward: Public Forums Chabot Space & Science Center 10000 Skyline Blvd Oakland CA 94619 943146233 501(c)(3) 15000 0 n/a n/a Fed'l subaward: Public Forums Gulf Coast Exploreum 65 Government St Mobile AL 36602 630762151 501(c)(3) 15000 0 n/a n/a Fed'l subaward: Public Forums Science Museum of Minnesota 120 W Kellogg Blvd St Paul MN 55102 410706172 501(c)(3) 214220 0 n/a n/a Fed'l subawards: ChemAttitudes, Multi-site Public Engagement w/Sci, Collab. for Ongoing Vis. Exp. Studies Family Services Association 3014 Rivas St San Antonio TX 78228 741117341 501(c)(3) 42800 0 n/a n/a Private & Fed'l subawards: Best Buy Teen Tech Ctrs, C2C, DOJ IMPACTS Gold Crown Foundation 7400 E Crestline Cir Ste 200 Greenwood Village CO 80111 742422126 501(c)(3) 42019 0 n/a n/a Private & Fed'l subawards: Best Buy Teen Tech Ctrs, C2C, DOJ IMPACTS The Friends of the Hennepin County Library 300 Nicollet Mall N-290 Minneapolis MN 55401 363579536 501(c)(3) 27828 0 n/a n/a Private & Fed'l subawards: Best Buy Teen Tech Ctrs, DOJ IMPACTS PF Bresee Foundation 184 Bimini Pl Los Angeles CA 90004 953797363 501(c)(3) 20000 0 n/a n/a Private subaward: Best Buy C2C Pathways Las Vegas-Clark County Library District Foundation 7060 W Windmill Lane Las Vegas NV 89113 270035192 501(c)(3) 30000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Boys & Girls Club Of Hudson County 1 Canal St Jersey City NJ 07302 221918943 501(c)(3) 30000 0 n/a n/a Private subaward: Best Buy Clubhouse Expansion Hope Community Inc 611 East Franklin Ave Minneapolis MN 55404 411292817 501(c)(3) 30000 0 n/a n/a Private subaward: Best Buy Teen Tech Centers Keystone Community Services 2000 St Anthony Ave St Paul MN 55104 410693924 501(c)(3) 30000 0 n/a n/a Private subaward: Best Buy Teen Tech Centers Pillsbury United Communities 125 West Broadway Ave Ste 130 Minneapolis MN 55411 410916478 501(c)(3) 30000 0 n/a n/a Private subaward: Best Buy Teen Tech Centers Boys & Girls Club Of San Marcos 1 Positive Pl San Marcos CA 92069 953330218 501(c)(3) 10000 0 n/a n/a Private subaward: Best Buy Teen Tech Centers Boys & Girls Club Of Metro Phoenix 4309 E Belleview St Bldg 14 Phoenix AZ 85008 860107639 501(c)(3) 10000 0 n/a n/a Private subaward: Best Buy Teen Tech Centers Friends of the New Orleans Public Library 219 Loyola Ave New Orleans LA 70112 726028003 501(c)(3) 10000 0 n/a n/a Private subaward: Best Buy Teen Tech Centers Phase 4 Learning Center 521 E Bruceton Rd Pittsburgh PA 15236 161680512 501(c)(3) 10000 0 n/a n/a Private subaward: Best Buy Teen Tech Centers Boys & Girls Clubs of Greater Washington 4103 Benning Rd NE Washington DC 20019 526045753 501(c)(3) 6000 0 n/a n/a Private subaward: Best Buy Teen Tech Centers Boys & Girls Clubs of Bellevue 209 100th Ave NE Bellevue WA 98004 910776451 501(c)(3) 41000 0 n/a n/a Private subawards: Best Buy Teen Tech Centers / C2C Little Black Pearl Art and Design Center 1060 East 47th St Chicago IL 60653 363994059 501(c)(3) 26000 0 n/a n/a Private subawards: Best Buy Teen Tech Centers / C2C 36 1 Admission fee waivers 16929 0 111418 Retail price Fee waiver Course fee waiver 51 0 15420 Retail price Fee waiver Overnight program fee waivers 1255 0 69047 Retail price Fee waiver Teacher and other stipends 75 196035 0 Prizes and awards 3 65000 0 Schedule I, Part I, Line 2 CASH GRANTS: The Museum's cash awards fall into three categories. A) Subawards under grants - These are monies passed through to institutions who have applied for government and private grants jointly with the Museum. The Museum monitors the subawardees' use of funds in accordance with the regulations governing such grants and the adequacy of this monitoring is audited annually under the provisions of 2 CFR 200. 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) Stipends - These are payments to participants in professional development workshops offered by the Museum, or in pilot testing of Museum products and programs. As these payments are simple flat stipends based on number of workshop days, or on pilot test milestones, monitoring of their use is not applicable. 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 X X X X 1 0 0 0 0 0 0 1 0 Ioannis Miaoulis President and Director 571155 0 25000 0 20694 0 17312 0 11175 0 645336 0 0 0 Wayne Bouchard COO/Asst. Sec'y 317809 0 10000 0 20162 0 24914 0 8666 0 381551 0 0 0 Ellen Starr Sr. VP, Advancement 266081 0 0 0 19830 0 15950 0 6975 0 308836 0 0 0 Edward Kraus Exec. Dir. of Development 178928 0 5000 0 74045 0 14564 0 -466 0 272071 0 0 0 Todd Sperry Sr. VP, Marketing 258074 0 0 0 241 0 8911 0 2000 0 269226 0 0 0 Lawrence Bell Sr. VP, Strategic Init. 229311 0 0 0 2667 0 16813 0 4499 0 253290 0 0 0 Jonathan Burke Sr. VP, Vis. Exper. & Ops 217579 0 0 0 310 0 12183 0 16718 0 246790 0 0 0 Christine Cunningham VP Research/Elem Sch Curr 229120 0 0 0 315 0 10988 0 0 0 240423 0 0 0 John Slakey Sr. VP Fin/CFO/Treasurer 187908 0 0 0 19283 0 15697 0 16389 0 239277 0 0 0 Amy Berkeley Sr. Dir of Leadership Gifts 193167 0 0 0 5395 0 9195 0 4622 0 212379 0 0 0 Britton Stephens O'Brien Sr. VP, Human Resources 167534 0 0 0 1875 0 13052 0 19497 0 201958 0 0 0 Christine Reich VP, Exh Devel & Conseravt'n 173027 0 0 0 144 0 9972 0 1033 0 184176 0 0 0 Schedule J, Part I, Line 3 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/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. Schedule J, Part I, Line 4 After his retirement in October 2017, E James Kraus received severance payments for a period of 11 weeks. Payments totaled $53,694.00. Schedule J, Part I, Line 7 The bonuses shown in column B(ii) represent discretionary payments (non-contractual) bonus. X 46 901156 Market (hi/lo) X Equipment 2 336155 Retail price X Educational supplies 1 4144 Retail price X Software 1 39975 Retail price 0 0 1 0 Schedule M, Part I In all instances in this Schedule, figures in Column (b) represent number of contributions, even where a single contribution may include multiple items. In addition to the donated property reported in this Schedule, the Museum benefits from the time contributed by over 400 volunteers. This year, these volunteers contributed 33,919 hours (16 FTEs), with an equivalent value of $595,415. Form 990, Part III, Line 3 In 2018, the Museum's Clubhouse Network, an international community of 100 Clubhouses in 18 countries providing a safe out-of-school environment and mentoring for underserved youth, separated from the Museum of Science, becoming a separately incorporated 501(c)(3) organization. The separation included the transfer of certain financial assets associated with the program to the new organization. There is no formal organizational relationship between the Museum and the separated Network. Form 990, Part VI, Section B, Line 11b The Museum's Form 990 is prepared by the staff of the Accounting Department and reviewed by the CFO. It is also reviewed and analyzed by the Museum's outside Auditors. It is then presented to the Audit and Risk Management Committee of the Museum's Board for further review and approval. After Audit Committee approval, the final version of Form 990 is provided to all members of the Museum's Board before the form is filed. 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 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 Assistant Controller and the CFO to identify any reported conflicts which may require disclosure and/or further follow-up. Using publicly available sources, additional research is undertaken by Museum staff to identify business and organizational associations which were not reported on the Conflict of Interest forms. With respect to business relationships between the Museum and 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 it applies to other, nonrelated, firms. 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/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. 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. The audited financial statements are available on the Museum's website at http://www.mos.org/annual-reports. Form 990, Part XI, Line 9 Amortization of liability: 205,140; Change in value of Split Interest agreements: 1,125,061; Separation of business unit: (1,470,767); Rounding variances: (31). Science Museum Exhibit Collaborative 1 Science Park Boston MA 021141099 222578949 Supporting organization MA 501(c)(3) 509(a)(3) - Type I N/A 0 Charitable Remainder Unitrusts (4) 1 Science Park Boston MA 02114 Charitable Remainder Unitrust MA Museum of Science T 0 499552 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Charitable Remainder Unitrusts (4) r 236902 Cash