BERMUDA INSTITUTE OF OCEAN SCIENCES (BIOS) INC

Address
17 BIOLOGICAL STATION
ST GEORGES, NY GE 01
BD
Contact
Website: http://www.bios.edu
Phone: +1 (441) 297-1880
Nonprofit
NTEE: U50 - Biological, Life Science Research
EIN: 06-0706038

Mission

BIOS'S MISSION IS TO SEEK AND SHARE FUNDAMENTAL KNOWLEDGE OF THE OCEANS THROUGH STATE-OF-THE-ART SCIENTIFIC RESEARCH, WORLD-CLASS FIELD EXPEDITIONS, AND COMPREHENSIVE EDUCATIONAL EXPERIENCES.
 20162015201420132012
Basic features of the organization
Year of formation1926
Subsection code03
PF filing required0    
Metropolitan statistical area5602
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$1,098,482.00$1,096,808.00$1,078,974.00$1,057,876.00$1,570,835.00
Sum of reportable (W2/1099) compensation$1,740,069.00$1,712,389.00$1,639,055.00$1,614,344.00$1,571,536.00
Number of employees5354556464
Number of people compensated >$100k1611999
Number of volunteers3538384442
Number of highly compensated contractors31189 
Personnel
Bancroft, Philip
Title  TRUSTEE (RESIGNED APRIL 2014)TRUSTEETRUSTEE
Name of key/compensated person  PHILIP V BANCROFTPHILIP V BANCROFTPHILIP V BANCROFT
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  0.500.500.50
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Barnes, Penelope
TitleEDUCATION DIRECTOR, UNIVERSITY PROGRAMSEDUCATION DIRECTOR, UNIVEREDUCATION DIRECTOR, UNIVERSITY PROGRAMS  
Name of key/compensated personPENELOPE BARNESPENELOPE BARNESPENELOPE BARNES  
Position of compensated person
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$136,889.00$132,902.00$130,938.00  
Other comp, non-reportable, from org and related orgs$18,908.00$16,437.00$16,167.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Bates, Nicholas
TitleDIRECTOR OF RESEARCHSENIOR SCIENTISTSENIOR SCIENTISTSENIOR SCIENTISTSENIOR SCIENTIST
Name of key/compensated personNICHOLAS BATESNICHOLAS BATESNICHOLAS BATESNICHOLAS BATESNICHOLAS BATES
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$222,402.00$216,895.00$213,690.00$213,690.00$234,876.00
Other comp, non-reportable, from org and related orgs$18,126.00$17,211.00$16,198.00$15,906.00$15,921.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Bodnar, Andrea
TitleSENIOR SCIENTISTSENIOR SCIENTIST ASSOCIATE SCIENTISTASSOCIATE SCIENTIST
Name of key/compensated personANDREA BODNARANDREA BODNAR ANDREA BODNARANDREA BODNAR
Position of compensated person
Average hours per week working for org40.0040.00 40.0040.00
Reportable compensation from org$157,848.00$156,408.00 $106,288.00$105,266.00
Other comp, non-reportable, from org and related orgs$20,664.00$19,401.00 $16,313.00$15,562.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 $0.00$0.00
Brink, Kenneth
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personKENNETH H BRINK PHDKENNETH H BRINK PHDKENNETH H BRINK PHDKENNETH H BRINK PHDKENNETH H BRINK PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.501.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Brown, Colin
TitleTRUSTEE    
Name of key/compensated personCOLIN BROWN    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org0.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Butt, Michael
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personMICHAEL A BUTTMICHAEL A BUTTMICHAEL A BUTTMICHAEL A BUTTMICHAEL A BUTT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Butterfield, Philip
Title  TRUSTEE (RESIGNED APRIL 2014)TRUSTEETRUSTEE
Name of key/compensated person  PHILIP BUTTERFIELDPHILIP BUTTERFIELDPHILIP BUTTERFIELD
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  0.500.500.50
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Charrier, J
TitleCHAIRMANCHAIRMAN TRUSTEETRUSTEE
Name of key/compensated personJ WILLIAM CHARRIERJ WILLIAM CHARRIER J WILLIAM CHARRIERJ WILLIAM CHARRIER
Position of compensated person
Current individual trustee or directorTrueTrue TrueTrue
Average hours per week working for org15.0015.00 0.500.50
Reportable compensation from org$0.00$0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00 $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 $0.00$0.00
Charrier, William
Title  CHAIRMAN  
Name of key/compensated person  WILLIAM CHARRIER  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  2.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Church, Thomas
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personTHOMAS M CHURCH PHDTHOMAS M CHURCH PHDTHOMAS M CHURCH PHDTHOMAS M CHURCH PHDTHOMAS M CHURCH PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Collins, Michael
TitleTRUSTEE    
Name of key/compensated personMICHAEL W COLLINS    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org0.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Collis, Graham
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personGRAHAM COLLISGRAHAM COLLISGRAHAM COLLISGRAHAM COLLIS 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org0.500.500.500.50 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Colwell, Rita
TitleTRUSTEE, THRU APRIL 2016TRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personRITA R COLWELL PHDRITA R COLWELL PHDRITA R COLWELL PHDRITA R COLWELL PHDRITA R COLWELL PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Cooper, Charles
TitleTRUSTEETRUSTEE   
Name of key/compensated personCHARLES COOPERCHARLES COOPER   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org0.500.50   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Currie, Neill
Title  TRUSTEE (RESIGNED APRIL 2014)TRUSTEETRUSTEE
Name of key/compensated person  NEILL CURRIENEILL CURRIENEILL CURRIE
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  0.500.500.50
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Curry, William
TitlePRESIDENT AND CEOPRESIDENT AND CEOPRESIDENT AND CEOPRESIDENT AND DIRECTORPRESIDENT AND DIRECTOR
Name of key/compensated personWILLIAM CURRY PHDWILLIAM CURRYWILLIAM CURRYWILLIAM CURRYWILLIAM CURRY
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$335,996.00$358,749.00$324,084.00$323,820.00$72,500.00
Other comp, non-reportable, from org and related orgs$20,430.00$20,561.00$26,206.00$25,124.00$3,381.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Duperreault, Brian
TitleTRUSTEETRUSTEECHAIR THRU 4/14;TRUSTEE A/O 5/14CHAIRMANCHAIRMAN
Name of key/compensated personBRIAN DUPERREAULTBRIAN DUPERREAULTBRIAN DUPERREAULTBRIAN DUPERREAULTBRIAN DUPERREAULT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.502.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Farrington, John
TitleTRUSTEE, THRU APRIL 2016TRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personJOHN W FARRINGTON PHDJOHN W FARRINGTON PHDJOHN W FARRINGTON PHDJOHN W FARRINGTON PHDJOHN W FARRINGTON PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Ferrett, Richard
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personRICHARD FERRETTRICHARD FERRETTRICHARD FERRETTRICHARD FERRETTRICHARD FERRETT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Francis, Diane
Title   TRUSTEE (RESIGNED APRIL 2013)TRUSTEE
Name of key/compensated person   DIANE FRANCISDIANE FRANCIS
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Frazier, Diana
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personDIANA H FRAZIERDIANA H FRAZIERDIANA H FRAZIERDIANA H FRAZIERDIANA H FRAZIER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Galloway, James
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personJAMES N GALLOWAY PHDJAMES N GALLOWAY PHDJAMES N GALLOWAY PHDJAMES N GALLOWAY PHDJAMES N GALLOWAY PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Glover, Linda
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personLINDA K GLOVERLINDA K GLOVERLINDA K GLOVERLINDA K GLOVERLINDA K GLOVER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org5.005.000.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Gray, Allan
Title  TRUSTEETRUSTEETRUSTEE
Name of key/compensated person  ALLAN WB GRAYALLAN WB GRAYALLAN WB GRAY
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  0.500.500.50
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Gunther, George
TitleMASTER AND CAPTAIN    
Name of key/compensated personGEORGE GUNTHER    
Position of compensated person
Average hours per week working for org40.00    
Reportable compensation from org$137,528.00    
Other comp, non-reportable, from org and related orgs$18,410.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Hamer, Michael
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personMICHAEL D HAMER PHDMICHAEL D HAMER PHDMICHAEL D HAMER PHDMICHAEL D HAMER PHDMICHAEL D HAMER PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.750.750.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Hanle, Paul
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personPAUL HANLE PHDPAUL HANLEPAUL HANLEPAUL HANLE 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org0.500.500.500.50 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Hansell, Dennis
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personDENNIS HANSELL PHDDENNIS HANSELL PHDDENNIS HANSELL PHDDENNIS HANSELL PHD 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org0.500.500.500.50 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Harelstad, Ronald
Title MARINE SUPERINTENDENTMARINE SUPERINTENDENTMARINE SUPERINTENDENTMARINE SUPERINTENDENT
Name of key/compensated person RONALD HARELSTADRONALD HARELSTADRONALD H HARELSTADRONALD H HARELSTAD
Position of compensated person
Average hours per week working for org 40.0040.0040.0040.00
Reportable compensation from org $136,043.00$133,539.00$133,534.00$127,426.00
Other comp, non-reportable, from org and related orgs $16,502.00$20,282.00$14,307.00$13,403.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Hochberg, Eric
TitleASSOCIATE SCIENTIST    
Name of key/compensated personERIC HOCHBERG    
Position of compensated person
Average hours per week working for org40.00    
Reportable compensation from org$122,080.00    
Other comp, non-reportable, from org and related orgs$18,166.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Hollis, Gillian
TitleSECRETARYSECRETARYSECRETARYSECRETARYSECRETARY
Name of key/compensated personGILLIAN M S HOLLISGILLIAN M S HOLLISGILLIAN M S HOLLISGILLIAN MS HOLLISGILLIAN MS HOLLIS
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$87,318.00$84,775.00$83,522.00$83,522.00$82,914.00
Other comp, non-reportable, from org and related orgs$10,789.00$13,885.00$9,851.00$8,666.00$8,334.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Hughes, Idwal
TitleVICE-CHAIRMANVICE-CHAIRMANVICE-CHAIRMAN  
Name of key/compensated personIDWAL WYN HUGHES PHDIDWAL WYN HUGHES PHDIDWAL WYN HUGHES PHD  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Hughesphd, Idwal
Title   VICE-CHAIRMANVICE-CHAIRMAN
Name of key/compensated person   IDWAL WYN HUGHESPHDIDWAL WYN HUGHESPHD
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Isaksen, Gary
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personGARY H ISAKSEN PHDGARY H ISAKSEN PHDGARY H ISAKSEN PHDGARY H ISAKSEN PHDGARY H ISAKSEN PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Johnson, Rodney
Title  ASSISTANT SCIENTIST  
Name of key/compensated person  RODNEY JOHNSON  
Position of compensated person
Average hours per week working for org  40.00  
Reportable compensation from org  $112,481.00  
Other comp, non-reportable, from org and related orgs  $9,707.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Kbejp, John
Title   TRUSTEE (RESIGNED APRIL 2013)TRUSTEE
Name of key/compensated person   HON SIR JOHN W SWAN KBEJPHON SIR JOHN W SWAN KBEJP
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Kennel, Charles
Title    TRUSTEE (RESIGNED APRIL 2012)
Name of key/compensated person    CHARLES KENNEL PHD
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0.50
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Knox-Byrne, Rebecca
Title   TRUSTEE (RESIGNED APRIL 2013)TRUSTEE
Name of key/compensated person   REBECCA KNOX-BYRNEREBECCA KNOX-BYRNE
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Kopp, Bradford
Title   TRUSTEE (RESIGNED APRIL 2013)TRUSTEE
Name of key/compensated person   BRADFORD KOPPBRADFORD KOPP
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Lipschultz, Fredric
Title   SENIOR SCIENTISTSENIOR SCIENTIST
Name of key/compensated person   FREDRIC LIPSCHULTZFREDRIC LIPSCHULTZ
Position of compensated person
Average hours per week working for org   40.0040.00
Reportable compensation from org   $178,831.00$173,628.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Maguire, James
Title   TRUSTEE (RESIGNED OCTOBER 2013)TRUSTEE
Name of key/compensated person   JAMES J MAGUIRE JRJAMES J MAGUIRE JR
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Markman, Stephen
Title  TREASURER/CONTROLLER THRU 4/2014TREASURERTREASURER & CONTROLLER
Name of key/compensated person  STEPHEN MARKMANSTEPHEN MARKMANSTEPHEN MARKMAN
Position of compensated person
Average hours per week working for org  40.0040.0040.00
Reportable compensation from org  $29,575.00$148,779.00$157,685.00
Other comp, non-reportable, from org and related orgs  $2,220.00$22,555.00$27,706.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Maybury, Christopher
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personCHRISTOPHER MAYBURYCHRISTOPHER MAYBURYCHRISTOPHER MAYBURYCHRISTOPHER MAYBURYCHRISTOPHER MAYBURY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
McDonagh, Brendan
Title  TRUSTEETRUSTEE 
Name of key/compensated person  BRENDAN MCDONAGHBRENDAN MCDONAGH 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  0.500.50 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
McGavick, Michael
Title   TRUSTEE (RESIGNED DECEMBER 2013)TRUSTEE
Name of key/compensated person   MICHAEL MCGAVICKMICHAEL MCGAVICK
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
McGowan, Alan
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personALAN H MCGOWANALAN MCGOWANALAN MCGOWANALAN MCGOWANALAN MCGOWAN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.000.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Millett, Victoria
TitleTREASURER/CONTROLLERTREASURER/CONTROLLERTREASURER/CONTROLLER  
Name of key/compensated personVICTORIA MILLETTVICTORIA MILLETTVICTORIA MILLETT  
Position of compensated person
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$162,750.00$152,250.00$147,000.00  
Other comp, non-reportable, from org and related orgs$12,898.00$11,931.00$10,531.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Moore, Raymond
Title    TRUSTEE (RESIGNED NOVEMBER 2012)
Name of key/compensated person    RAYMOND E MOORE
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0.50
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
O'Hara, Brian
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personBRIAN M O'HARABRIAN M O'HARABRIAN M O'HARABRIAN M O'HARABRIAN M O'HARA
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Peters, Andrew
Title   ASSOCIATE SCIENTISTSCIENTIST
Name of key/compensated person   ANDREW PETERSANDREW PETERS
Position of compensated person
Average hours per week working for org   40.0040.00
Reportable compensation from org   $111,985.00$111,431.00
Other comp, non-reportable, from org and related orgs   $14,696.00$15,581.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Reiss, Johnathan
Title   TRUSTEETRUSTEE
Name of key/compensated person   JOHNATHAN REISSJOHNATHAN REISS
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Reiss, Jonathan
TitleTRUSTEETRUSTEETRUSTEE  
Name of key/compensated personJONATHAN REISSJONATHAN REISSJONATHAN REISS  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.500.500.50  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Richardson, Ralph
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personRALPH E RICHARDSONRALPH E RICHARDSONRALPH E RICHARDSONRALPH E RICHARDSONRALPH E RICHARDSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Rogerson, Audrey
TitleDIRECTOR OF RESOURCE DEVELOPMENTDIRECTOR OF RESOURCE DEVELOPMENTASSOCIATE SCIENTIST  
Name of key/compensated personAUDREY ROGERSONAUDREY ROGERSONAUDREY ROGERSON  
Position of compensated person
Average hours per week working for org40.0040.0040.00  
Reportable compensation from org$169,500.00$152,250.00$150,000.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Russel, William
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personWILLIAM RUSSEL PHDWILLIAM RUSSEL PHDWILLIAM RUSSEL PHDWILLIAM RUSSEL PHDWILLIAM RUSSEL PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Singer, Burt
TitleTRUSTEE    
Name of key/compensated personBURT SINGER    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Skinner, Jp
Title  DIRECTOR OF OCEAN ACADEMY  
Name of key/compensated person  JP SKINNER  
Position of compensated person
Average hours per week working for org  40.00  
Reportable compensation from org  $115,500.00  
Other comp, non-reportable, from org and related orgs  $16,699.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Smith, Richard
Title CHIEF ENGINEER  SCIENTIST
Name of key/compensated person RICHARD SMITH  RICHARD SMITH
Position of compensated person
Average hours per week working for org 40.00  40.00
Reportable compensation from org $120,410.00  $107,084.00
Other comp, non-reportable, from org and related orgs $4,562.00  $5,604.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00  $0.00
Stanard, James
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personJAMES N STANARD PHDJAMES N STANARD PHDJAMES N STANARD PHDJAMES N STANARD PHDJAMES N STANARD PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Steinberg, Deborah
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personDEBORAH K STEINBERG PHDDEBORAH K STEINBERG PHDDEBORAH K STEINBERG PHDDEBORAH K STEINBERG PHDDEBORAH K STEINBERG PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Strecker, Ian
TitleTRUSTEETRUSTEEVICECHAIR THRU 4/14;TRUSTEE A/O 4/14VICE-CHAIRMANVICE-CHAIRMAN
Name of key/compensated personIAN STRECKERIAN STRECKERIAN STRECKERIAN STRECKERIAN STRECKER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.502.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Trustee, Allan
Title RESIGNED APRIL 2015   
Name of key/compensated person ALLAN WB GRAY TRUSTEE   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 0.50   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Trustee, Brendan
Title RESIGNED NOV. 2015   
Name of key/compensated person BRENDAN MCDONAGH TRUSTEE   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 0.50   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Trustee, George
Title THRU APRIL 2015   
Name of key/compensated person GEORGE A WARDMAN TRUSTEE   
Position of compensated person
Current individual trustee or director True   
Average hours per week working for org 0.50   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Vereker, Judy
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personLADY JUDY VEREKERLADY JUDY VEREKERLADY JUDY VEREKERLADY JUDY VEREKERLADY JUDY VEREKER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org3.003.000.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Ward, Bess
TitleTRUSTEE    
Name of key/compensated personBESS WARD    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org0.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Wardman, George
Title  TRUSTEETRUSTEETRUSTEE
Name of key/compensated person  GEORGE A WARDMANGEORGE A WARDMANGEORGE A WARDMAN
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  0.500.500.50
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Wasserman, Arthur
Title   CHIEF DEVELOPMENT OFFICERCHIEF DEVELOPMENT OFFICER
Name of key/compensated person   ARTHUR WASSERMANARTHUR WASSERMAN
Position of compensated person
Average hours per week working for org   40.0040.00
Reportable compensation from org   $115,169.00$200,000.00
Other comp, non-reportable, from org and related orgs   $0.00$9,500.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Welton, William
TitleCHIEF FINANICAL AND OPERATIONS OFFICERCHIEF FINANICAL AND OPERATCHIEF FINANICAL AND OPERATING OFFICERCHIEF OPERATING OFFICERCHIEF OPERATING OFFICER
Name of key/compensated personWILLIAM WELTONWILLIAM WELTONWILLIAM WELTONWILLIAM WELTONWILLIAM WELTON
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$207,758.00$201,707.00$198,726.00$198,726.00$198,726.00
Other comp, non-reportable, from org and related orgs$20,015.00$18,842.00$17,371.00$17,088.00$16,670.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Williams, Anthony
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personANTHONY WILLIAMSANTHONY WILLIAMSANTHONY WILLIAMSANTHONY WILLIAMSANTHONY WILLIAMS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Williams, William
TitleVICE-CHAIRMANVICE-CHAIRMANVICE-CHAIRMANVICE-CHAIRMANVICE-CHAIRMAN
Name of key/compensated personWILLIAM H WILLIAMSWILLIAM H WILLIAMSWILLIAM H WILLIAMSWILLIAM H WILLIAMSWILLIAM H WILLIAMS
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.501.502.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
de Simons, Gerald
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personHON GERALD DE SIMONS OBEHON GERALD DE SIMONS OBEHON GERALD DE SIMONS OBEHON GERALD DE SIMONS OBEHON GERALD DE SIMONS OBE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesBIOS'S MISSION IS TO SEEK AND SHARE FUNDAMENTAL KNOWLEDGE OF THE OCEANS (CONTINUED IN SCHEDULE O) THROUGH STATE-OF-THE-ART SCIENTIFIC RESEARCH, WORLD-CLASS FIELD EXPEDITIONS, AND COMPREHENSIVE EDUCATIONAL EXPERIENCES.BIOS'S MISSION IS TO SEEK AND SHARE FUNDAMENTAL KNOWLEDGE OF THE OCEANS (CONTINUED IN SCHEDULE O) THROUGH STATE-OF-THE-ART SCIENTIFIC RESEARCH, WORLD-CLASS FIELD EXPEDITIONS, AND COMPREHENSIVE EDUCATIONAL EXPERIENCES.BIOS'S MISSION IS TO SEEK AND SHARE FUNDAMENTAL KNOWLEDGE OF THE OCEANS (CONTINUED IN SCHEDULE O) THROUGH STATE-OF-THE-ART SCIENTIFIC RESEARCH, WORLD-CLASS FIELD EXPEDITIONS, AND COMPREHENSIVE EDUCATIONAL EXPERIENCES.BIOS'S MISSION IS TO SEEK AND SHARE FUNDAMENTAL KNOWLEDGE OF THE OCEANS (CONTINUED IN SCHEDULE O) THROUGH STATE-OF-THE-ART SCIENTIFIC RESEARCH, WORLD-CLASS FIELD EXPEDITIONS, AND COMPREHENSIVE EDUCATIONAL EXPERIENCES.OUR MISSION IS TO TRANSFORM THE FIELDS OF OCEANOGRAPHY, MARINE SCIENCE, (CONTINUED ON SCHEDULE O) AND OCEAN HEALTH THROUGH A BLEND OF CUTTING EDGE RESEARCH, COMPREHENSIVE EDUCATIONAL EXPERIENCES AND A COMMITMENT TO SHARE OUR KNOWLEDGE INTERNATIONALLY.
Program service expenses, total$13,548,260.00$10,595,941.00$10,914,592.00$10,778,198.00$11,660,650.00
Programs, including revenue & expenses
EDUCATION: BIOS HAS A VERY ACTIVE SERIES OF EDUCATION PROGRAMS IN CONJUNCTION WITH UNIVERSITIES AROUND THE WORLD INCLUDING, FROM THE US, COURSES OFFERED THROUGH PRINCETON, ROGER WILLIAMS, FERHAM, AND RHODE ISLAND UNIVERSITIES, AND, FROM THE UK, COURSES OFFERED IN CONJUNCTION WITH SOUTHAMPTON, OXFORD, NEWCASTLE AND CAMBRIDGE. COLLECTIVELY THESE INCLUDED OVER A HUNDRED STUDENTS. IN COOPERATION WITH NSF WE OFFER AN ADDITIONAL EIGHT STUDENTS RESEARCH OPPORTUNITIES THROUGH THE RESEARCH EXPERIENCE FOR UNDERGRADUATES PROGRAM. MANY OTHER VISITING STUDENTS PARTICIPATE IN SELF-DIRECTED COURSES OF STUDY OR RESEARCH SUPPORTING THEIR QUEST FOR MASTERS OR PHD DEGREES. ALSO, THROUGH OUR OCEAN ACADEMY PROGRAMS, BERMUDA SCHOOL GROUPS AT (CONTINUED ON SCHEDULE O) ALL LEVELS VISIT ANNUALLY (NEARLY 3000 STUDENTS). MOST PARTICIPATE IN A HALF-DAY PROGRAM, "BIOS EXPLORER"; OTHERS IN THE WATERSTART PROGRAM; AND, OLDER STUDENTS PURSUE MARINE SCIENCE INTERNSHIPS. WEEKLY FACILITY TOURS ARE CONDUCTED FOR THE INTERESTED GENERAL PUBLIC (NEARLY 600 PEOPLE PARTICIPATING). TEN STUDENTS FROM DEVELOPING COUNTRIES ARE INTRODUCED TO DOCUMENTATION AND RESEARCH STANDARDS OF THE USA, AND TO MANY LEADING RESEARCHERS FROM ALL OVER, THROUGH A TEN MONTH PROGRAM. ANOTHER PROGRAM IS ROADS SCHOLARS THROUGH ELDERHOSTEL INCLUDING ABOUT 200 PARTICIPANTS, GENERALLY SENIORS.
Program expenses    $3,395,967.00
Program revenue    $1,910,102.00
Program description    EDUCATION: BIOS HAS A VERY ACTIVE SERIES OF EDUCATION PROGRAMS IN CONJUNCTION WITH UNIVERSITIES AROUND THE WORLD INCLUDING, FROM THE US, COURSES OFFERED THROUGH PRINCETON, ROGER WILLIAMS, FERHAM, AND RHODE ISLAND UNIVERSITIES, AND, FROM THE UK, COURSES OFFERED IN CONJUNCTION WITH SOUTHAMPTON, OXFORD, NEWCASTLE AND CAMBRIDGE. COLLECTIVELY THESE INCLUDED OVER A HUNDRED STUDENTS. IN COOPERATION WITH NSF WE OFFER AN ADDITIONAL EIGHT STUDENTS RESEARCH OPPORTUNITIES THROUGH THE RESEARCH EXPERIENCE FOR UNDERGRADUATES PROGRAM. MANY OTHER VISITING STUDENTS PARTICIPATE IN SELF-DIRECTED COURSES OF STUDY OR RESEARCH SUPPORTING THEIR QUEST FOR MASTERS OR PHD DEGREES. ALSO, THROUGH OUR OCEAN ACADEMY PROGRAMS, BERMUDA SCHOOL GROUPS AT (CONTINUED ON SCHEDULE O) ALL LEVELS VISIT ANNUALLY (NEARLY 3000 STUDENTS). MOST PARTICIPATE IN A HALF-DAY PROGRAM, "BIOS EXPLORER"; OTHERS IN THE WATERSTART PROGRAM; AND, OLDER STUDENTS PURSUE MARINE SCIENCE INTERNSHIPS. WEEKLY FACILITY TOURS ARE CONDUCTED FOR THE INTERESTED GENERAL PUBLIC (NEARLY 600 PEOPLE PARTICIPATING). TEN STUDENTS FROM DEVELOPING COUNTRIES ARE INTRODUCED TO DOCUMENTATION AND RESEARCH STANDARDS OF THE USA, AND TO MANY LEADING RESEARCHERS FROM ALL OVER, THROUGH A TEN MONTH PROGRAM. ANOTHER PROGRAM IS ROADS SCHOLARS THROUGH ELDERHOSTEL INCLUDING ABOUT 200 PARTICIPANTS, GENERALLY SENIORS.
EDUCATION: FROM HANDS-ON PROGRAMS FOR BERMUDA K-12 STUDENTS TO GRADUATE INTERNSHIPS IN SHIPBOARD OCEANOGRAPHY, BIOS CONDUCTS A VARIETY OF EDUCATION PROGRAMS EACH YEAR THAT PREPARE THE NEXT GENERATION FOR THE SCIENTIFIC AND TECHNICAL CHALLENGES OF THE FUTURE. BIOS'S YEARLONG OCEAN ACADEMY PROVIDES EDUCATIONAL RESOURCES TO LOCAL TEACHERS AND OFFERS HANDS-ON LEARNING EXPERIENCES TO HUNDREDS OF STUDENTS EACH YEAR. BIOS PROVIDES UNIQUE EXPERIENTIAL LEARNING OPPORTUNITIES FOR UNDERGRADUATE AND GRADUATE STUDENTS FROM THE U.S., INCLUDING A 14-WEEK, FALL SEMESTER OF ACADEMIC COURSES IN THE MARINE SCIENCES WITH AN ENROLLMENT OF 12 STUDENTS IN 2016. EACH YEAR, BIOS HOSTS A 12-WEEK FALL INTERNSHIP PROGRAM THAT PROVIDES AUTHENTIC RESEARCH EXPERIENCE FOR 8 UNDERGRADUATE STUDENTS FROM THE U.S. 2 INTERNS PARTICIPATED IN OTHER FALL INTERNSHIPS. 1 FROM THE U.K. FOR 12 WEEKS AND THE OTHER FROM ITALY FOR 8 WEEKS. BIOS ALSO OFFERS 3-WEEK SUMMER COURSES FOR STUDENTS FROM AROUND THE WORLD AND SUMMER RESEARCH INTERNSHIPS OF VARIABLE DURATION. TWENTY-THREE STUDENTS, PRIMARILY FROM THE U.S., CANADA AND THE U.K., PARTICIPATED IN SUMMER INTERNSHIPS AT BIOS IN 2016.
Program expenses$2,654,682.00$2,747,834.00$2,608,846.00$2,887,870.00 
Program revenue$1,991,752.00$2,190,723.00$2,016,324.00$2,110,261.00 
Program descriptionEDUCATION: FROM HANDS-ON PROGRAMS FOR BERMUDA K-12 STUDENTS TO GRADUATE INTERNSHIPS IN SHIPBOARD OCEANOGRAPHY, BIOS CONDUCTS A VARIETY OF EDUCATION PROGRAMS EACH YEAR THAT PREPARE THE NEXT GENERATION FOR THE SCIENTIFIC AND TECHNICAL CHALLENGES OF THE FUTURE. BIOS'S YEARLONG OCEAN ACADEMY PROVIDES EDUCATIONAL RESOURCES TO LOCAL TEACHERS AND OFFERS HANDS-ON LEARNING EXPERIENCES TO HUNDREDS OF STUDENTS EACH YEAR. BIOS PROVIDES UNIQUE EXPERIENTIAL LEARNING OPPORTUNITIES FOR UNDERGRADUATE AND GRADUATE STUDENTS FROM THE U.S., INCLUDING A 14-WEEK, FALL SEMESTER OF ACADEMIC COURSES IN THE MARINE SCIENCES WITH AN ENROLLMENT OF 12 STUDENTS IN 2016. EACH YEAR, BIOS HOSTS A 12-WEEK FALL INTERNSHIP PROGRAM THAT PROVIDES AUTHENTIC RESEARCH EXPERIENCE FOR 8 UNDERGRADUATE STUDENTS FROM THE U.S. 2 INTERNS PARTICIPATED IN OTHER FALL INTERNSHIPS. 1 FROM THE U.K. FOR 12 WEEKS AND THE OTHER FROM ITALY FOR 8 WEEKS. BIOS ALSO OFFERS 3-WEEK SUMMER COURSES FOR STUDENTS FROM AROUND THE WORLD AND SUMMER RESEARCH INTERNSHIPS OF VARIABLE DURATION. TWENTY-THREE STUDENTS, PRIMARILY FROM THE U.S., CANADA AND THE U.K., PARTICIPATED IN SUMMER INTERNSHIPS AT BIOS IN 2016.EDUCATION: FROM HANDS-ON PROGRAMS FOR BERMUDA K-12 STUDENTS TO GRADUATE INTERNSHIPS IN SHIPBOARD OCEANOGRAPHY, BIOS CONDUCTS A VARIETY OF EDUCATION PROGRAMS EACH YEAR THAT PREPARE THE NEXT GENERATION FOR THE SCIENTIFIC AND TECHNICAL CHALLENGES OF THE FUTURE. BIOS'S YEARLONG OCEAN ACADEMY PROVIDES EDUCATIONAL RESOURCES TO LOCAL TEACHERS AND OFFERS HANDS-ON LEARNING EXPERIENCES TO HUNDREDS OF STUDENTS EACH YEAR. BIOS PROVIDES UNIQUE EXPERIENTIAL LEARNING OPPORTUNITIES FOR UNDERGRADUATE AND GRADUATE STUDENTS FROM THE U.S., INCLUDING A 14-WEEK, FALL SEMESTER OF ACADEMIC COURSES IN THE MARINE SCIENCES WITH, IN 2015, AN ENROLLMENT OF 25 STUDENTS. EACH YEAR, BIOS HOSTS A 12-WEEK FALL INTERNSHIP PROGRAM THAT PROVIDES AUTHENTIC RESEARCH EXPERIENCE FOR 8 UNDERGRADUATE STUDENTS FROM THE U.S. BIOS ALSO OFFERS 3-WEEK SUMMER COURSES FOR STUDENTS FROM AROUND THE WORLD AND SUMMER RESEARCH INTERNSHIPS OF VARIABLE DURATION. TWENTY-TWO STUDENTS, PRIMARILY FROM THE U.S., CANADA AND THE U.K., PARTICIPATED IN SUMMER INTERNSHIPS AT BIOS IN 2015.EDUCATION: FROM HANDS-ON PROGRAMS FOR BERMUDA K-12 STUDENTS TO GRADUATE INTERNSHIPS IN SHIPBOARD OCEANOGRAPHY, BIOS CONDUCTS A VARIETY OF EDUCATION PROGRAMS EACH YEAR THAT PREPARE THE NEXT GENERATION FOR THE SCIENTIFIC AND TECHNICAL CHALLENGES OF THE FUTURE. BIOS'S YEARLONG OCEAN ACADEMY PROVIDES EDUCATIONAL RESOURCES TO LOCAL TEACHERS AND OFFERS HANDS-ON LEARNING EXPERIENCES TO HUNDREDS OF STUDENTS EACH YEAR. BIOS PROVIDES UNIQUE EXPERIENTIAL LEARNING OPPORTUNITIES FOR UNDERGRADUATE AND GRADUATE STUDENTS FROM THE US, INCLUDING A FALL SEMESTER OF ACADEMIC COURSES AND FALL INTERNSHIPS PROVIDING AUTHENTIC RESEARCH EXPERIENCE. BIOS ALSO OFFERS SUMMER COURSES FOR STUDENTS FROM AROUND THE WORLD AND SUMMER RESEARCH (CONTINUED IN SCHEDULE O) INTERNSHIPS FOR STUDENTS FROM THE US, CANADA AND THE UK.EDUCATION: FROM HANDS-ON PROGRAMS FOR BERMUDA K-12 STUDENTS TO GRADUATE INTERNSHIPS IN SHIPBOARD OCEANOGRAPHY, BIOS CONDUCTS A VARIETY OF EDUCATION PROGRAMS EACH YEAR THAT PREPARE THE NEXT GENERATION FOR THE SCIENTIFIC AND TECHNICAL CHALLENGES OF THE FUTURE. BIOS'S YEARLONG OCEAN ACADEMY PROVIDES EDUCATIONAL RESOURCES TO LOCAL TEACHERS AND OFFERS HANDS-ON LEARNING EXPERIENCES TO HUNDREDS OF STUDENTS EACH YEAR. BIOS PROVIDES UNIQUE EXPERIENTAL LEARNING OPPORTUNITIES FOR UNDERGRADUATE AND GRADUATE STUDENTS FROM THE US, INCLUDING A FALL SEMESTER OF ACADEMIC COURSES AND FALL INTERNSHIPS PROVIDING AUTHENTIC RESEARCH EXPERIENCE. BIOS ALSO OFFERS SUMMER COURSES FOR STUDENTS FROM AROUND THE WORLD AND SUMMER RESEARCH (CONTINUED IN SCHEDULE O) INTERNSHIPS FOR STUDENTS FROM THE US, CANADA AND THE UK. 
SCIENTIFIC RESEARCH: BIOS PARTICIPATED IN OVER 50 GRANTS FUNDED BY US FEDERAL AGENCIES [INCLUDING NATIONAL SCIENCE FOUNDATION (NSF), NATIONAL OCEANOGRAPHIC AND ATMOSPHERIC ASSOCIATION (NOAA), NATIONAL AERONAUTICS AND SPACE ADMINISTRATION (NASA) AND NATIONAL INSTITUTES OF HEALTH (NIH)] AND BY THE BERMUDA GOVERNMENT. IN ADDITION, THERE ARE MANY OCEANIC RESEARCH COLLABORATIONS WITH VARIOUS UNIVERSITIES AND RESEARCH INSTITUTIONS; AND, COLLABORATIONS WITH VARIOUS REINSURERS TO AID IN THE EVALUATION OF THE ASSESSMENT OF WEATHER-RELATED RISKS. OUR RESEARCH VESSEL R/V ATLANTIC EXPLORER LOGGED 170 OPERATIONAL RESEARCH SEA DAYS. ADDITIONALLY, OUR FLEET OF SMALL BOATS LOGGED HUNDREDS OF DAYS WITH STUDENTS AND SCIENTISTS RESEARCHING CORAL AND (CONTINUED ON SCHEDULE O) OTHER CLOSE-IN PHENOMENA AROUND BERMUDA AND THE SARGASSO SEA.
Program expenses    $8,264,683.00
Program revenue    $8,139,173.00
Program description    SCIENTIFIC RESEARCH: BIOS PARTICIPATED IN OVER 50 GRANTS FUNDED BY US FEDERAL AGENCIES [INCLUDING NATIONAL SCIENCE FOUNDATION (NSF), NATIONAL OCEANOGRAPHIC AND ATMOSPHERIC ASSOCIATION (NOAA), NATIONAL AERONAUTICS AND SPACE ADMINISTRATION (NASA) AND NATIONAL INSTITUTES OF HEALTH (NIH)] AND BY THE BERMUDA GOVERNMENT. IN ADDITION, THERE ARE MANY OCEANIC RESEARCH COLLABORATIONS WITH VARIOUS UNIVERSITIES AND RESEARCH INSTITUTIONS; AND, COLLABORATIONS WITH VARIOUS REINSURERS TO AID IN THE EVALUATION OF THE ASSESSMENT OF WEATHER-RELATED RISKS. OUR RESEARCH VESSEL R/V ATLANTIC EXPLORER LOGGED 170 OPERATIONAL RESEARCH SEA DAYS. ADDITIONALLY, OUR FLEET OF SMALL BOATS LOGGED HUNDREDS OF DAYS WITH STUDENTS AND SCIENTISTS RESEARCHING CORAL AND (CONTINUED ON SCHEDULE O) OTHER CLOSE-IN PHENOMENA AROUND BERMUDA AND THE SARGASSO SEA.
SCIENTIFIC RESEARCH: RESEARCH CONDUCTED AT BIOS IS RELEVANT TO THE WATERS SURROUNDING BERMUDA, AS WELL AS GLOBAL EARTH SYSTEM, AND IS MULTIDISCIPLINARY, SPANNING THE BIOLOGICAL, CHEMICAL, GEOLOGICAL, AND PHYSICAL SCIENCES. THE MAJOR ACCOMPLISHMENTS OF THE LARGEST PROJECT AT BIOS, THE BERMUDA ATLANTIC TIME-SERIES STUDY, INCLUDES: PROVISION OF CLIMATE-CHANGE RELEVANT UNDERSTANDING OF OCEAN HEALTH AND FUNCTION; PUBLICATION OF MORE THAN THIRTY SCIENTIFIC PAPERS EACH YEAR; SUPPORT OF MORE THAN FIFTY NATIONAL AND INTERNATIONAL SCIENTIFIC COLLABORATORS; AND ACCESS OF SCIENTIFIC DATA TO SEVERAL THOUSAND RESEARCHERS EACH YEAR. IN SUPPORT OF THIS EFFORT, THE SHIP OPERATIONS AWARD CONTRIBUTES TO MULTIDISCIPLINARY SCIENTIFIC RESEARCH WITH NUMEROUS CRUISES. IN 2016 SHIP DAYS AT SEA TOTALED 139.
Program expenses$10,893,578.00$7,848,107.00   
Program revenue$0.00    
Program descriptionSCIENTIFIC RESEARCH: RESEARCH CONDUCTED AT BIOS IS RELEVANT TO THE WATERS SURROUNDING BERMUDA, AS WELL AS GLOBAL EARTH SYSTEM, AND IS MULTIDISCIPLINARY, SPANNING THE BIOLOGICAL, CHEMICAL, GEOLOGICAL, AND PHYSICAL SCIENCES. THE MAJOR ACCOMPLISHMENTS OF THE LARGEST PROJECT AT BIOS, THE BERMUDA ATLANTIC TIME-SERIES STUDY, INCLUDES: PROVISION OF CLIMATE-CHANGE RELEVANT UNDERSTANDING OF OCEAN HEALTH AND FUNCTION; PUBLICATION OF MORE THAN THIRTY SCIENTIFIC PAPERS EACH YEAR; SUPPORT OF MORE THAN FIFTY NATIONAL AND INTERNATIONAL SCIENTIFIC COLLABORATORS; AND ACCESS OF SCIENTIFIC DATA TO SEVERAL THOUSAND RESEARCHERS EACH YEAR. IN SUPPORT OF THIS EFFORT, THE SHIP OPERATIONS AWARD CONTRIBUTES TO MULTIDISCIPLINARY SCIENTIFIC RESEARCH WITH NUMEROUS CRUISES. IN 2016 SHIP DAYS AT SEA TOTALED 139.SCIENTIFIC RESEARCH: THE RESEARCH CONDUCTED AT BIOS IS RELEVANT TO THE WATERS SURROUNDING BERMUDA, AS WELL AS GLOBAL EARTH SYSTEM, AND IS MULTIDISCIPLINARY, SPANNING THE BIOLOGICAL, CHEMICAL, GEOLOGICAL, AND PHYSICAL SCIENCES. THE MAJOR ACCOMPLISHMENTS OF THE LARGEST PROJECT AT BIOS, THE BERMUDA ATLANTIC TIME-SERIES STUDY, INCLUDES: PROVISION OF CLIMATE-CHANGE RELEVANT UNDERSTANDING OF OCEAN HEALTH AND FUNCTION; PUBLICATION OF MORE THAN TWENTY SCIENTIFIC PAPERS EACH YEAR; SUPPORT OF MORE THAN FIFTY NATIONAL AND INTERNATIONAL SCIENTIFIC COLLABORATORS; AND ACCESS OF SCIENTIFIC DATA TO SEVERAL THOUSAND RESEARCHERS EACH YEAR. IN SUPPORT OF THIS EFFORT, THE SHIP OPERATIONS AWARD CONTRIBUTES TO MULTIDISCIPLINARY SCIENTIFIC RESEARCH WITH NUMEROUS CRUISES TOTALING AT LEAST 150 DAYS AT SEA.   
SCIENTIFIC RESEARCH: THE RESEARCH CONDUCTED AT BIOS IS RELEVANT TO THE WATERS SURROUNDING BERMUDA, AS WELL AS GLOBAL EARTH SYSTEM, AND IS MULTIDISCIPLINARY, SPANNING THE BIOLOGICAL, CHEMICAL, GEOLOGICAL, AND PHYSICAL SCIENCES. BIOS RESEARCHERS ARE ACTIVE PARTNERS IN REGIONAL AND INTERNATIONAL RESEARCH COLLABORATIONS THAT ARE WORKING TO ADDRESS SOME OF THE MOST PRESSING ISSUES OF OUR TIME INCLUDING CLIMATE CHANGE, MARINE CONSERVATION, ECOSYSTEM HEALTH, AND NATURAL-DISASTER RISK ASSESSMENT.
Program expenses  $8,305,746.00$7,890,328.00 
Program description  SCIENTIFIC RESEARCH: THE RESEARCH CONDUCTED AT BIOS IS RELEVANT TO THE WATERS SURROUNDING BERMUDA, AS WELL AS GLOBAL EARTH SYSTEM, AND IS MULTIDISCIPLINARY, SPANNING THE BIOLOGICAL, CHEMICAL, GEOLOGICAL, AND PHYSICAL SCIENCES. BIOS RESEARCHERS ARE ACTIVE PARTNERS IN REGIONAL AND INTERNATIONAL RESEARCH COLLABORATIONS THAT ARE WORKING TO ADDRESS SOME OF THE MOST PRESSING ISSUES OF OUR TIME INCLUDING CLIMATE CHANGE, MARINE CONSERVATION, ECOSYSTEM HEALTH, AND NATURAL-DISASTER RISK ASSESSMENT.SCIENTIFIC RESEARCH: THE RESEARCH CONDUCTED AT BIOS IS RELEVANT TO THE WATERS SURROUNDING BERMUDA, AS WELL AS GLOBAL EARTH SYSTEM, AND IS MULTIDISCIPLINARY, SPANNING THE BIOLOGICAL, CHEMICAL, GEOLOGICAL, AND PHYSICAL SCIENCES. BIOS RESEARCHERS ARE ACTIVE PARTNERS IN REGIONAL AND INTERNATIONAL RESEARCH COLLABORATIONS THAT ARE WORKING TO ADDRESS SOME OF THE MOST PRESSING ISSUES OF OUR TIME INCLUDING CLIMATE CHANGE, MARINE CONSERVATION, ECOSYSTEM HEALTH, AND NATURAL-DISASTER RISK ASSESSMENT. 
Financial data
Revenue
Total revenue$12,833,398.00$18,894,399.00$16,685,670.00$13,346,852.00$13,147,843.00
Revenue from contributions (total)$10,568,532.00$15,227,395.00$10,834,871.00$10,162,749.00$2,638,612.00
Revenue from noncash contributions $50,420.00$35,000.00$45,142.00$91,694.00
Investment income, current yr$140,960.00$1,312,161.00$3,643,810.00$856,885.00$459,956.00
Total revenue from grants, etc., current yr$10,568,532.00$15,227,395.00$10,834,871.00$10,162,749.00$2,638,612.00
Total unrelated business revenue-$20,065.00-$14,916.00-$27,177.00-$26,869.00$0.00
Other revenue, current yr$132,154.00$164,120.00$190,665.00$216,957.00$274,786.00
Net unrelated business taxable revenue-$20,065.00-$14,916.00-$27,177.00-$26,869.00$0.00
Program service revenue (total)$1,991,752.00$2,190,723.00$2,016,324.00$2,110,261.00$9,774,489.00
Gross receipts$14,369,887.00$24,431,720.00$23,105,343.00$13,911,081.00$14,187,468.00
Sources of contributions
Revenue from fundraising events    $64,848.00
Revenue from gov't grants$7,823,143.00$6,889,410.00$7,049,536.00$6,819,039.00$168,965.00
Revenue from all other contributions$2,745,389.00$8,337,985.00$3,785,335.00$3,343,710.00$2,404,799.00
Other types of revenue
Miscellaneous revenue (total)    $12,061.00
Income from dividends, interest, and similar investments$184,416.00$181,125.00$615,000.00$828,084.00$488,998.00
Net rental income$127,263.00$167,835.00$183,340.00$209,175.00$189,402.00
Net income from fundraising events    $0.00
Net inventory sales (total)$4,891.00-$3,715.00$7,325.00$7,782.00$73,323.00
Expense categories (totals)
Total functional expenses: sum of all$15,876,165.00$12,783,351.00$12,764,204.00$12,923,258.00$13,627,713.00
Total functional expenses: program service $13,548,260.00$10,595,941.00$10,914,592.00$10,778,198.00$11,660,650.00
Total functional expenses: management and general$1,731,084.00$1,673,242.00$1,307,313.00$1,523,841.00$1,413,607.00
Total functional expenses: fundraising$596,821.00$514,168.00$542,299.00$621,219.00$553,456.00
Fees for services
Legal fees (total) $64,192.00$7,600.00 $6,950.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$36,630,025.00$38,520,071.00$34,398,000.00$32,894,057.00$32,319,700.00
Total assets, beginning of year$38,520,071.00$34,398,000.00$32,894,057.00$32,319,700.00$32,567,270.00
Total liabilities$7,010,401.00$6,237,665.00$6,664,251.00$6,089,346.00$6,956,746.00
Total liabilities, beginning of year$6,237,664.00$6,664,251.00$6,089,346.00$6,956,746.00$7,771,516.00
Pledges & accounts receivable, net$4,468,024.00$5,235,714.00$1,043,649.00$685,445.00$902,508.00
Unrestricted net assets, end of yr$9,746,051.00$11,255,421.00$10,816,926.00$10,425,631.00$10,944,495.00
Temporarily restricted net assets$10,093,625.00$11,272,387.00$7,189,889.00$6,679,015.00$4,745,294.00
Permanently restricted net assets, end of yr$9,779,948.00$9,754,598.00$9,726,934.00$9,700,065.00$9,673,165.00
Net assets$29,619,624.00$32,282,406.00$27,733,749.00$26,804,711.00$25,362,954.00
Net assets, beginning of year$32,282,407.00$27,733,749.00$26,804,711.00$25,362,954.00$24,795,754.00
Other liabilities    $31,347.00
Other assets$9,879.00    
Investments: publicly traded securities$13,753,216.00$13,928,657.00$14,179,525.00$14,107,263.00$13,118,687.00
Cash: non-interest bearing$849,233.00$2,442,290.00$2,142,013.00$1,555,282.00$925,078.00
Cash: non-interest bearing, beginning of year$2,442,290.00$2,142,013.00$1,555,282.00$925,078.00$1,138,268.00
Grants payable$365,372.00$319,504.00$287,125.00$618,032.00$615,617.00
Inventories for sale or use$66,504.00$16,294.00$35,892.00$44,058.00$28,537.00
Other financial variables
Revenue less expenses-$3,042,767.00$6,111,048.00$3,921,466.00$423,594.00-$479,870.00
Advertising (total)$2,203.00$8,465.00$3,009.00$33,973.00$3,668.00
Savings & temp cash investment$757,517.00$257,832.00$628,192.00$6,671.00$9,144.00
Accounts receivable, net$640,506.00$521,637.00$223,174.00$52,250.00$198,985.00
Prepaid expenses & deferred charges$50,646.00$17,342.00$30,102.00$4,510.00$2,154.00
Accounts payable & accrued expenses$1,186,661.00$715,734.00$753,698.00$1,023,119.00$1,277,153.00
Unsecured notes & loans to unrelated parties$1,335,137.00$1,551,642.00$1,732,062.00$1,732,062.00$1,778,265.00
Secured mortgages and notes payable$4,123,231.00$3,650,785.00$3,891,366.00$2,716,133.00$3,254,364.00
Total net assets or fund balances$29,619,624.00$32,282,406.00$27,733,749.00$26,804,711.00$25,362,954.00
Depreciation, depletion, amortization$1,294,911.00$1,204,131.00$1,151,290.00$1,077,883.00$1,070,029.00
Governance and accountability
Number of voting members3331343739
Number of independent voting members3331333639
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-01-042017-02-242016-01-212014-11-202014-01-14
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201733179349304763201623129349302352201513179349302236201412869349300051201332139349300128
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