2025-03-31T10:13:50-05:00 2024-09-30 593040705 RIVERO GORDIMER & COMPANY PA 201 N FRANKLIN ST SUITE 2200 TAMPA FL 33602 990 2023-10-01 592657399 MUSEUM OF SCIENCE & INDUSTRY INC MUSE 8139876300 4801 EAST FOWLER AVENUE TAMPA FL 33617 JOHN GRAYDON SMITH PRESIDENT/CEO 8139876307 2025-03-28 1 1 SAM A LAZZARA P01342929 8138757774 2023 2025-03-06 01:10:19Z JOHN GRAYDON SMITH 4801 EAST FOWLER AVENUE TAMPA FL 33617 8404267 0 X WWW.MOSI.ORG X 1975 FL OPERATION OF A MUSEUM OF SCIENCE AND INDUSTRY. 14 14 122 39 0 0 2122697 3428407 2183465 2290505 38025 48134 94815 135205 4439002 5902251 0 0 0 0 2391633 2535886 0 0 166561 1213065 1486145 3604698 4022031 834304 1880220 2752153 4811029 667728 687913 2084425 4123116 X SERVE THE PUBLIC AS A COMMUNITY-BASED INSTITUTION AND EDUCATIONAL RESOURCE THAT IS DEDICATED TO ADVANCING PUBLIC INTEREST, KNOWLEDGE AND UNDERSTANDING OF SCIENCE, INDUSTRY AND TECHNOLOGY. 0 0 1323759 1251097 IN 2024, THE MUSEUM OF SCIENCE AND INDUSTRY (MOSI) CONTINUED ITS MISSION OF PROVIDING STEAM (SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATHEMATICS) EDUCATION IN THE TAMPA BAY AREA, SERVING 175,000 PEOPLE ANNUALLY. MOSI HAS BECOME A KEY RESOURCE FOR PUBLIC EDUCATION AND COMMUNITY ENGAGEMENT, OFFERING HANDS-ON LEARNING EXPERIENCES BEYOND THE CLASSROOM. (SEE SCHEDULE O FOR CONTINUATION)MOSI'S PARTNERSHIPS WITH ORGANIZATIONS LIKE THE FLORIDA DEPARTMENT OF STATE, HILLSBOROUGH COUNTY PUBLIC SCHOOLS, THE LEGO FOUNDATION, THE AMGEN FOUNDATION, AND MOSAIC HELPED GROW THE TAMPA BAY STEM ECOSYSTEM. IN 2024, OVER 82,000 STUDENTS VISITED MOSI AS PART OF SCHOOL GROUPS, HOMESCHOOL PROGRAMS, OR SCOUTING EXCURSIONS. ADDITIONALLY, MOSI'S IN MOTION OUTREACH PROGRAM SERVED 21,000 STUDENTS THROUGH SCHOOL-BASED WORKSHOPS, AND 2,500 CHILDREN ATTENDED MOSI'S OUT-OF-SCHOOL SCIENCE CAMPS, INCLUDING 108 UNDERPRIVILEGED YOUTH VIA SCHOLARSHIPS.THE MUSEUM'S 200 INTERACTIVE EXHIBITS, PLANETARIUM PROGRAMS, AND 23-ACRE NATURE PARK OFFERED INFORMAL STEAM LEARNING OPPORTUNITIES FOR STUDENTS AGED 2 TO 18. MOSI'S MOBILE SCIENCE LAB CONTINUED TO DELIVER STEAM WORKSHOPS TO OVER 21,000 STUDENTS, ALIGNING WITH FLORIDA'S EDUCATIONAL STANDARDS.MOSI EXPANDED ITS STEAM CAMP OFFERINGS, INCLUDING FALL, WINTER, AND SUMMER BREAK STEAM CAMPS, WHICH OFFERED STUDENTS HANDS-ON LEARNING EXPERIENCES IN ROBOTICS, CODING, BIOLOGY, AND PHYSICS. THE MUSEUM ALSO PROVIDED INCLUSIVE, SENSORY-FRIENDLY CAMPS FOR 42 HIGH-FUNCTIONING YOUTH WITH AUTISM SPECTRUM DISORDER. ADDITIONALLY, MOSI SUPPORTED 820 HOMESCHOOL STUDENTS WITH MONTHLY ENRICHMENT DAYS.IN COLLABORATION WITH HILLSBOROUGH COUNTY PUBLIC SCHOOLS, MOSI DISTRIBUTED HANDS-ON STEAM KITS TO TITLE I STUDENTS. THE MUSEUM'S YOUTUBE CHANNEL PROVIDED ACCESSIBLE STEAM CONTENT TO THE PUBLIC, FURTHER ENHANCING EDUCATIONAL OUTREACH.MOSI HOSTED PROFESSIONAL DEVELOPMENT PROGRAMS FOR OVER 250 EDUCATORS, OFFERING TRAINING ON TOPICS SUCH AS CODING, ROBOTICS, AND SPACE EXPLORATION. THROUGH THE EDUCATOR'S CIRCLE PROGRAM, EDUCATORS RECEIVED COMPLIMENTARY ADMISSION AND DISCOUNTS. 1927981 1039408 IN 2024, MOSI CONTINUED TO OFFER DIVERSE STEAM EXHIBITS, INCLUDING MISSION MOONBASE, SAUNDERS PLANETARIUM, AND INTERACTIVE SPORTS SCIENCE EXHIBITS LIKE SLIPPERY SCIENCE, A COLLABORATION WITH THE TAMPA BAY LIGHTNING. MOSI FOCUSED ON REFURBISHING EXHIBITS AND CREATING AND ADDING NEW PERMANENT EXHIBITS SUCH AS DINO-DIG, HISTORY OF FLIGHT AVIATION MAZE, AND DRONE ZONE. (SEE SCHEDULE O FOR CONTINUATION)THE MUSEUM INTRODUCED FOUR NEW TRAVELING EXHIBITS: DC SUPERHEROES, WHICH EXPLORED SCIENCE AND TECHNOLOGY THEMES THROUGH BELOVED COMIC BOOK CHARACTERS; AMAZING BUTTERFLIES, HIGHLIGHTING THE LIFE CYCLE AND MIGRATION OF BUTTERFLIES; BRICK DINOS, FEATURING LIFE-SIZE DINOSAUR MODELS BUILT ENTIRELY FROM INTERLOCKING, POCKET-SIZED, BUILDING BRICKS; AND GROSSOLOGY, WHICH ALLOWED VISITORS TO EXPLORE THE FASCINATING, ALBEIT "GROSS" FUNCTIONS OF THE HUMAN BODY.MOSI INTRODUCED THREE NEW PERMANENT EXHIBITS IN 2024, EXPANDING ITS EDUCATIONAL OFFERINGS. DINO-DIG ALLOWS VISITORS TO EXPERIENCE A HANDS-ON PALEONTOLOGICAL DIG, TEACHING THEM ABOUT ANCIENT CREATURES AND THE SCIENCE OF PALEONTOLOGY. THE HISTORY OF FLIGHT AND AVIATION MAZE TAKES VISITORS ON AN INTERACTIVE JOURNEY THROUGH THE EVOLUTION OF AVIATION, COMBINING HISTORICAL INSIGHTS WITH ENGAGING ACTIVITIES THAT EXPLORE THE SCIENCE BEHIND FLIGHT. ADDITIONALLY, IN PARTNERSHIP WITH SUNCOAST CREDIT UNION, MOSI ADDED THE PERMANENT DRONE ZONE FLIGHT SCHOOL, WHERE GUESTS CAN LEARN ABOUT DRONE TECHNOLOGY AND PRACTICE PILOTING SKILLS IN A DEDICATED SPACE.MOSI'S IDEA ZONE, TAMPA BAY'S MAKERSPACE, INTRODUCED A 3D PRINTER, ALLOWING GUESTS TO ENGAGE IN HANDS-ON TECHNOLOGY AND PROTOTYPING EXPERIENCES. SEASONAL EVENTS SUCH AS SANTA'S WORKSHOP OFFERED STEAM PROJECTS FOR VISITORS OF ALL AGES, MAKING SCIENCE AND CREATIVITY ACCESSIBLE YEAR-ROUND.MOSI'S COMMITMENT TO INTEGRATING ART AND TECHNOLOGY WAS FURTHER HIGHLIGHTED THROUGH THE ART FACTORY, WHERE VISITORS ENGAGED IN CREATIVE ACTIVITIES WITH A RESIDENT ARTIST. THIS BLEND OF SCIENCE AND ART CREATED A DYNAMIC ENVIRONMENT FOR LEARNERS TO EXPLORE STEAM CONCEPTS IN INNOVATIVE WAYS. MOSI REMAINED DEEPLY ENGAGED WITH THE TAMPA BAY COMMUNITY IN 2024 THROUGH A VARIETY OF OUTREACH PROGRAMS AND EVENTS. THE MUSEUM HOSTED THREE DAY OF DISCOVERY EVENTS, PROVIDING SENSORY-FRIENDLY EXPERIENCES DESIGNED FOR CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES. THESE EVENTS OFFERED A SAFE AND COMFORTABLE ENVIRONMENT, ENSURING THAT EVERYONE COULD ENJOY LEARNING ABOUT STEAM WITHOUT SENSORY OVERLOAD. (SEE SCHEDULE O FOR CONTINUATION)IN MARCH, MOSI PARTNERED WITH MOFFITT CANCER CENTER FOR COLON CANCER AWARENESS MONTH, RAISING PUBLIC AWARENESS ABOUT COLON CANCER PREVENTION THROUGH EDUCATIONAL DISPLAYS AND INTERACTIVE RESOURCES. THIS COLLABORATION DEMONSTRATED MOSI'S DEDICATION TO USING STEAM EDUCATION TO ADDRESS HEALTH-RELATED ISSUES AND ENGAGE THE PUBLIC ON IMPORTANT MEDICAL TOPICS.IN ADDITION TO HEALTH INITIATIVES, MOSI HOSTED SEVERAL SIGNIFICANT EVENTS FOCUSED ON SPACE SCIENCE. IN OCTOBER AND APRIL, MOSI ORGANIZED SOLAR ECLIPSE EVENTS, INVITING THE PUBLIC TO WITNESS AND LEARN ABOUT THESE ASTRONOMICAL PHENOMENA. THESE EVENTS ATTRACTED FAMILIES, STUDENTS, AND ASTRONOMY ENTHUSIASTS, PROMOTING PUBLIC INTEREST IN SPACE SCIENCE AND CREATING MEMORABLE COMMUNITY EXPERIENCES.MOSI ALSO HOSTED A VETERAN'S RESOURCE FAIR IN PARTNERSHIP WITH BLUE STAR AND SEMPER FI AMERICA'S FUND. THESE EVENTS PROVIDED VETERANS AND THEIR FAMILIES WITH ACCESS TO CRITICAL RESOURCES, NETWORKING OPPORTUNITIES, AND SUPPORT SERVICES. THE FAIR WAS PART OF MOSI'S ONGOING COMMITMENT TO SUPPORTING VETERANS AND GIVING BACK TO THOSE WHO HAVE SERVED THE COUNTRY.FURTHERING ITS DEDICATION TO SUPPORTING LOCAL YOUTH, MOSI CONTINUED ITS STEAM MENTORING CAFE FOR GIRLS, CONNECTING 400 TITLE I ELEMENTARY AND MIDDLE SCHOOL GIRLS WITH PROFESSIONALS IN STEAM FIELDS. THIS INITIATIVE PROVIDED VALUABLE MENTORSHIP AND ENCOURAGED YOUNG GIRLS TO EXPLORE CAREERS IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS.MOSI'S TAMPA BAY WATER DAYS, A TWO-DAY EVENT FOCUSED ON SUSTAINABILITY AND ENVIRONMENTAL SCIENCE, DREW OVER 1,300 PARTICIPANTS. THE EVENT HIGHLIGHTED THE IMPORTANCE OF WATER CONSERVATION AND EDUCATED ATTENDEES ON SUSTAINABILITY EFFORTS WITHIN THE COMMUNITY.THROUGH ITS EXTENSIVE RANGE OF PROGRAMS, EXHIBITS, AND COMMUNITY EVENTS IN 2024, MOSI SUCCESSFULLY FOSTERED A DEEPER UNDERSTANDING OF STEAM CONCEPTS AMONG DIVERSE AUDIENCES WHILE CONTINUING TO PROVIDE CRITICAL SUPPORT TO EDUCATORS, STUDENTS, AND THE BROADER COMMUNITY. 3251740 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 2 0 1 122 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X THE ORGANIZATION 8139876300 4801 EAST FOWLER AVENUE TAMPA FL 33617 BRET M FELDMAN ESQ CHAIR 5.00 1.00 X X 0 0 0 HOLLY MARKHAM VICE CHAIR 2.00 1.00 X X 0 0 0 KERRI LO HINES TREASURER 2.00 1.00 X X 0 0 0 LORI A NISSEN SECRETARY 2.00 1.00 X X 0 0 0 ROBERT M THOMAS IMMEDIATE PAST CHAIR 1.00 1.00 X 0 0 0 J MICHAEL MORRIS DIRECTOR 1.00 1.00 X 0 0 0 VIK BHIDE DIRECTOR 1.00 1.00 X 0 0 0 GINA DEW DIRECTOR 1.00 1.00 X 0 0 0 PETER STILING PHD DIRECTOR 1.00 1.00 X 0 0 0 BRIAN KORNFELD DIRECTOR 1.00 1.00 X 0 0 0 COLLEEN FAUCETT DIRECTOR 1.00 1.00 X 0 0 0 SHADEL HAMILTON PHD DIRECTOR 1.00 1.00 X 0 0 0 PAT KEMP DIRECTOR 1.00 1.00 X 0 0 0 KEMAL KVAKIC DIRECTOR 1.00 1.00 X 0 0 0 JOHN GRAYDON SMITH PRESIDENT/CEO 40.00 1.00 X 293117 0 38746 293117 0 38746 1 0 1 0 0 187879 1959798 1280730 37192 3428407 EDUCATION 712110 1251097 1251097 ADMISSIONS 712110 960264 960264 EXHIBITS 712110 79144 79144 2290505 24681 24681 2379382 2355929 23453 23453 23453 276858 146087 130771 130771 MISCELLANEOUS REVENUE 712110 4434 4434 4434 5902251 2444729 0 29115 293117 225700 49830 17587 1560034 1201226 265206 93602 69214 53295 11766 4153 457117 351980 77710 27427 156404 120431 26589 9384 83902 82224 1678 92346 92346 47589 42830 4759 28132 3714 22262 2156 83902 82224 1678 851261 823689 27572 37382 26183 7489 3710 132980 127661 5319 91459 82313 9146 37192 28270 2058 6864 4022031 3251740 603730 166561 1038440 1884844 273961 134633 91972 52815 10661336 9057510 547780 1603826 1134911 800000 0 2752153 4811029 103249 138200 240479 225713 324000 324000 667728 687913 X 2069639 4123116 14786 0 2084425 4123116 2752153 4811029 1880220 158471 0 X X 0 1 X 1 0 X 1053489 1355142 2221276 2094935 3428407 10153249 946992 1403453 1942577 2183465 2290505 8766992 2000481 2758595 4163853 4278400 5718912 18920241 0 0 0 18920241 20661 8717 4145 38025 24681 96229 20661 8717 4145 38025 24681 96229 2021142 2767312 4167998 4316425 5743593 19016470 0.99490 0.99400 0.00510 0.00580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 3400580 316964 12662 3704882 2572313 800000 32763 4496 3400580 2582239 -5310 4616 2572313 2554624 31989 4374 2582239 2507930 47880 1186 2554624 0.22000 0.78000 1 1 1 9583268 9057510 525758 1078068 1078068 1603826 X 6232776 158471 25967 146087 330525 5902251 0 5902251 4194085 25967 146087 172054 4022031 0 4022031 PART V, LINE 4: ENDOWMENT FUNDS ARE IN THE POSSESSION OF THE MUSEUM OF SCIENCE AND INDUSTRY ENDOWMENT, INC. FOR THE SUPPORT OF THE MUSEUM OF SCIENCE AND INDUSTRY, INC.'S OPERATIONS AND PROGRAMS. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS TAX POSITION TAKEN FOR ALL OPEN TAX YEARS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS. TAX YEARS AFTER 2021 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 146,087. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 146,087. X X X X 0 0 0 0 0 0 0 0 0 JOHN GRAYDON SMITH PRESIDENT/CEO 243117 0 50000 0 0 0 19105 0 19641 0 331863 0 0 0 MUSEUM OF SCIENCE & INDUSTRY ENDOWMENT INC RELATED ORGANIZATION FINANCIAL SUPPORT X 324000 324000 0 1 1 324000 X FOOD FOR EVENTS 55 35135 FAIR MARKET VALUE X TRANSPORTATION 17 2057 FAIR MARKET VALUE 0 1 0 FORM 990, PART V, LINE 2B: MOSI CONTRACTS WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR ADMINISTRATION OF THE EMPLOYEES. UNDER THIS AGREEMENT, ALL EMPLOYEES OF MOSI ARE IN ACTUALITY LEASED FROM THE PEO. DUE TO THIS AGREEMENT, MOSI DOES NOT FILE FORM W-3 TRANSMITTAL OF WAGE AND TAX STATEMENTS, BUT RATHER THE PEO WILL FILE FORM W-3 WHICH WOULD INCLUDE THE EMPLOYEES OF MOSI. LEASED PERSONNEL COSTS ARE BROKEN DOWN INTO COMPONENTS OF SALARIES, PAYROLL TAXES, RETIREMENT, AND OTHER BENEFITS AND ARE REPORTED ON THE APPROPRIATE SCHEDULES. MOSI UTILIZED 122 EMPLOYEES THROUGH THE PEO. FORM 990, PART VI, SECTION B, LINE 11B MOSI HIRES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF FORMS 990 TO PREPARE THE RETURN. THE ACCOUNTING DIRECTOR WORKS CLOSELY WITH THE PAID PREPARER IN GATHERING THE INFORMATION FOR THE RETURN. MANAGEMENT PERFORMS A DETAILED REVIEW OF THE RETURN. THE BOARD OF DIRECTORS APPROVES THE RETURN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO THE ANNUAL MEETING, THE CONFLICT OF INTEREST POLICY IS E-MAILED TO THE FULL BOARD AND ANY NEW BOARD MEMBERS BEING ELECTED. AT THE ANNUAL MEETING, QUESTIONS AND ANSWERS ABOUT POLICY ARE REVIEWED. ANY CONFLICT AT THAT POINT IS TO BE DECLARED AND REVIEWED. WITHIN 30 DAYS AFTER THE ANNUAL MEETING, EACH BOARD MEMBER WILL HAVE SIGNED AND RETURNED THE CONFLICT OF INTEREST DECLARATION FORM. WHENEVER THERE IS A VOTE ON SUBSTANTIVE EXPENDITURES OUT OF BUDGET, BOARD MEMBERS ARE ASKED IF THERE ARE ANY CONFLICTS OF INTEREST. POTENTIAL CONFLICTS OF INTEREST ARE MONITORED DURING THE BUDGET APPROVAL PROCESS BY THE FINANCE COMMITTEE AND THE BOARD, WHERE ALL MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST WITH CAPITAL OR OPERATING EXPENDITURES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFITS OF HIGHLY COMPENSATED INDIVIDUALS ARE REVIEWED PRIOR TO ANY CHANGES AND WILL BE APPROVED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS CREATE A SUB-COMMITTEE TO SUGGEST COMPENSATION AND BENEFITS BY COMPARING RELATIVELY SIMILAR INSTITUTIONS NATIONALLY AND LOCALLY WHILE SETTING NEW GOALS AND OBJECTIVES FOR EACH INDIVIDUAL. A RECORD OF THE DELIBERATION AND DECISION ON THESE INDIVIDUALS' COMPENSATION AND BENEFITS ARE MAINTAINED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. MUSEUM OF SCIENCE & INDUSTRY ENDOWMENT INC 4801 EAST FOWLER AVE TAMPA FL 33617 593250318 RAISE ENDOWMENT FUNDS FOR THE SUPPORT OF THE MUSEUM OF SCIENCE AND INDUSTRY FL 501(C)(3) 12A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MUSEUM OF SCIENCE AND INDUSTRY ENDOWMENT INC D 324000 FMV