Nonprofit · EIN 04-2105850
WOODS HOLE OCEANOGRAPHIC INSTITUTION
Tax-exempt · WOODS HOLE, MA 02543
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $344,338,772 | $353,206,433 | -$8,867,661 | $785,140,988 | $146,440,867 | $638,700,121 |
| December 31, 2023 | 990 | $345,864,759 | $331,628,959 | $14,235,800 | $766,141,956 | $162,841,803 | $603,300,153 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $331,673,405
- of which government grants
- $254,394,523
- Program service revenue
- $11,032,718
- Investment income
- $0
- Royalties
- $88,653
- Net rental income
- $130,203
- Other revenue
- $1,632,649
Expenses
- Grants and similar amounts paid
- $14,811,311
- Compensation of officers, directors and key employees
- $3,959,786
- Other salaries and wages
- $112,170,184
- Salaries, compensation and benefits (total)
- $178,580,095
- Professional fundraising fees
- $370,409
- Legal fees
- $1,106,190
- Accounting fees
- $716,753
- Occupancy
- $2,745,336
- Travel
- $7,123,030
- Depreciation
- $16,752,236
- Program services (functional)
- $307,447,023
- Management and general (functional)
- $40,552,008
- Fundraising (functional)
- $5,207,402
Balance sheet and other
- Total assets, start of year
- $766,141,956
- Total assets, end of year
- $785,140,988
- Total liabilities, end of year
- $146,440,867
- Net assets, end of year
- $638,700,121
- Land, buildings and equipment
- $122,309,457
- Publicly traded securities
- $97,303,504
- Net assets without donor restrictions
- $97,508,049
- Net assets with donor restrictions
- $541,192,072
- Gross unrelated business income
- -$38,167
- Gross receipts
- $393,913,698
- Employees
- 1,446
- Volunteers
- 61
- Year formed
- 1930
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER DE MENOCAL | PRESIDENT/DIRECTOR Trustee or director, Officer | 50 | $682,313 | $655,849 |
| RICHARD MURRAY | DD & VP SCI & ENG (UNTIL 9/24) Key employee | 50 | $767,692 | $31,826 |
| KATHRYN LINK | VP OPS & CFO Officer | 50 | $543,958 | $48,864 |
| ROBERT MUNIER | VP MARINE FACILITIES & OPS Key employee | 50 | $413,668 | $80,865 |
| SAMUEL HARP | VP FOR ADVANCEMENT & CMO Highest-paid employee | 50 | $405,704 | $71,939 |
| GEORGE C CLAYTON | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 50 | $332,776 | $76,317 |
| KENT SHEASLEY | MASTER SHIP OPERATIONS Highest-paid employee | 50 | $322,643 | $82,223 |
| KEITH GLAVIN | SR. DIR. INFORMATION SYSTEMS Highest-paid employee | 50 | $325,819 | $70,734 |
| PAUL MATTHIAS | SENIOR PROGRAM MANAGER AOPE Highest-paid employee | 50 | $301,132 | $86,097 |
| BENJAMIN VAN MOOY | ACTING DDVPR(AS OF 9/24) Key employee | 50 | $256,362 | $72,713 |
| CRYSTAL TALLEY | VP LEGAL AFRS/GC (AS OF 5/24) Trustee or director, Officer | 50 | $280,649 | $30,906 |
| MARY MCNAIR | INTERIM SECRETARY (UNTIL 05/24 Officer | 40 | $121,790 | $16,877 |
| PAUL SALEM | CHAIRMAN Trustee or director, Officer | 2.5 | $0 | $0 |
| MARIA WILHELM | VICE CHAIR - BD OF TRUSTEES Trustee or director, Officer | 2.5 | $0 | $0 |
| MARGARET A FLANAGAN | VICE CHAIR - BD OF TRUSTEES Trustee or director, Officer | 2.5 | $0 | $0 |
31 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M CLARK JR | CHAIR OF CORP. Trustee or director, Officer | 2.5 | $0 |
| WILLIAM SCHMIDT | TREASURER Trustee or director, Officer | 2.5 | $0 |
| CULLEN BUIE | TRUSTEE Trustee or director | 2.5 | $0 |
| SUSAN BURKE | TRUSTEE Trustee or director | 2.5 | $0 |
| ALAN CHUNG | TRUSTEE Trustee or director | 2.5 | $0 |
| H LARRY CLARK | TRUSTEE Trustee or director | 2.5 | $0 |
| GEORGE DAVID | TRUSTEE Trustee or director | 2.5 | $0 |
| ROBERT C DUCOMMUN | TRUSTEE Trustee or director | 2.5 | $0 |
| MICHAEL ESPOSITO | TRUSTEE Trustee or director | 2.5 | $0 |
| LAWRENCE FISH | TRUSTEE Trustee or director | 2.5 | $0 |
| CLINT HARRIS | TRUSTEE Trustee or director | 2.5 | $0 |
| SARAH JOHNSON | TRUSTEE Trustee or director | 2.5 | $0 |
| JOHN KREIDER | TRUSTEE Trustee or director | 2.5 | $0 |
| ANNE C KRONENBERG | TRUSTEE Trustee or director | 2.5 | $0 |
| ROBIN POWELL MANDJES | TRUSTEE Trustee or director | 2.5 | $0 |
| SALLY ROCKER | TRUSTEE Trustee or director | 2.5 | $0 |
| LINDA SALLOP | TRUSTEE Trustee or director | 2.5 | $0 |
| ROBERT SMITH | TRUSTEE Trustee or director | 2.5 | $0 |
| JOHN STAVIS | TRUSTEE Trustee or director | 2.5 | $0 |
| EDWARD TREGURTHA | TRUSTEE Trustee or director | 2.5 | $0 |
| BARBARA WU | TRUSTEE Trustee or director | 2.5 | $0 |
| JAMES A AUSTIN JR | TRUSTEE(UNTIL 05/24) Trustee or director | 2.5 | $0 |
| JAMES P ROSENFIELD | TRUSTEE(UNTIL 05/24) Trustee or director | 2.5 | $0 |
| JEFFERSON E HUGHES JR | TRUSTEE(UNTIL 05/24) Trustee or director | 2.5 | $0 |
| JOYCE K MOSS | TRUSTEE(UNTIL 05/24) Trustee or director | 2.5 | $0 |
| SAMUEL COLEMAN | TRUSTEE(UNTIL 05/24) Trustee or director | 2.5 | $0 |
| ROBERT JEFFE | TRUSTEE Trustee or director | 2.5 | $0 |
| STEPHANIE VAN PUTTEN | TRUSTEE Trustee or director | 2.5 | $0 |
| JEROME VASCELLARO | TRUSTEE (AS OF 02/2024) Trustee or director | 2.5 | $0 |
| SHARI SANT | TRUSTEE (AS OF 05/2024) Trustee or director | 2.5 | $0 |
| SUSAN LOZIER | TRUSTEE (AS OF 05/2024) Trustee or director | 2.5 | $0 |
990 for the year ended December 31, 2023: 47 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER DE MENOCAL | PRESIDENT/DIRECTOR Trustee or director, Officer | 50 | $1,684,069 | $624,753 |
| CHRISTOPHER LAND | VP LEGAL AFRS/GC (UNTIL 06/23) Trustee or director, Officer | 50 | $651,647 | $21,604 |
| KATHRYN LINK | VP OPS & CFO Officer | 50 | $473,784 | $39,050 |
| ROBERT MUNIER | VP MARINE FACILITIES & OPS Key employee | 50 | $390,574 | $73,410 |
| SAMUEL HARP | VP FOR ADVANCEMENT & CMO Highest-paid employee | 50 | $383,568 | $62,904 |
| RICHARD MURRAY | DD & VP SCIENCE & ENGINEERING Key employee | 50 | $391,593 | $37,677 |
| KEITH GLAVIN | SR. DIR. INFORMATION SYSTEMS Highest-paid employee | 50 | $308,110 | $62,000 |
| PAUL MATTHIAS | SENIOR PROGRAM MANAGER AOPE Highest-paid employee | 50 | $283,784 | $82,719 |
| GEORGE C CLAYTON | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 50 | $311,624 | $48,020 |
| DONALD ANDERSON | SENIOR SCIENTIST Highest-paid employee | 50 | $291,306 | $63,124 |
| MARY MCNAIR | INTERIM SECRETARY (AS OF 6/23) Officer | 40 | $55,211 | $29,502 |
| PAUL SALEM | CHAIRMAN Trustee or director, Officer | 2.5 | $0 | $0 |
| MARIA WILHELM | VICE CHAIR - BD OF TRUSTEES Trustee or director, Officer | 2.5 | $0 | $0 |
| MARGARET A FLANAGAN | VICE CHAIR - BD OF TRUSTEES Trustee or director, Officer | 2.5 | $0 | $0 |
| STEVEN G HOCH | CHAIR OF CORP. (UNTIL 05/23) Trustee or director, Officer | 2.5 | $0 | $0 |
| JAMES M CLARK JR | CHAIR OF CORP. (AS OF 05/23) Trustee or director, Officer | 2.5 | $0 | $0 |
| WILLIAM SCHMIDT | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| CULLEN BUIE | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| SUSAN BURKE | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| ALAN CHUNG | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| H LARRY CLARK | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| GEORGE DAVID | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| ROBERT C DUCOMMUN | Trustee Trustee or director | 2.5 | $0 | $0 |
| MICHAEL ESPOSITO | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| LAWRENCE FISH | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| CLINT HARRIS | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| SARAH JOHNSON | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JOHN KREIDER | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| ANNE C KRONENBERG | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| ROBIN POWELL MANDJES | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| SALLY ROCKER | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| LINDA SALLOP | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| ROBERT SMITH | TRUSTEE (AS OF 05/23) Trustee or director | 2.5 | $0 | $0 |
| JOHN STAVIS | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| EDWARD TREGURTHA | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| BARBARA WU | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JAMES A AUSTIN JR | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JAMES P ROSENFIELD | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JEFFERSON E HUGHES JR | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| JOYCE K MOSS | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| SAMUEL COLEMAN | TRUSTEE Trustee or director | 2.5 | $0 | $0 |
| CHARLES WARD | TRUSTEE (UNTIL 05/23) Trustee or director | 2.5 | $0 | $0 |
| MICHELE S FOSTER | TRUSTEE (UNTIL 05/23) Trustee or director | 2.5 | $0 | $0 |
| THOMAS J TIERNEY | TRUSTEE (UNTIL 05/23) Trustee or director | 2.5 | $0 | $0 |
| D ALEC SARGENT | TRUSTEE (UNTIL 10/23) Trustee or director | 2.5 | $0 | $0 |
| ROBERT JEFFE | TRUSTEE (AS OF 10/23) Trustee or director | 2.5 | $0 | $0 |
| STEPHANIE VAN PUTTEN | TRUSTEE (AS OF 10/23) Trustee or director | 2.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 569 WOODS HOLE RDMS14, WOODS HOLE, MA 02543-1041
- In care of
- % DANA FERNANDEZ SR DIR FINAN
- Principal officer (990 for 2024)
- PETER DE MENOCAL, 569 WOODS HOLE ROAD MS 14, WOODS HOLE, MA 02543
- Signed the 990
- KATHRYN LINK, VP OPS & CFO
- Phone
- (508) 457-2000
- Website
- www.whoi.edu
- Return prepared by
- PwC US Tax LLP
Mission
SEE SCHEDULE O
Program accomplishments
- SPONSORED AND INSTITUTIONAL RESEARCH IN OCEANOGRAPHY AND RELATED FIELDS: OF THE 852 SPONSORED RESEARCH AWARDS, 572 AWARDS ARE FROM 9 FEDERAL AGENCIES AND 280 ARE FROM 117 OTHER SPONSORS. INSTITUTION RESEARCH SPONSORED 347 PROJECTS FROM UNRESTRICTED FUNDS. IN ADDITION, WOODS HOLE OCEANOGRAPHIC INSTITUTION ISSUED 585 PUBLICATIONS IN 2024.Expenses $290,402,653 · grants $13,991,016 · revenue $1,529,348
- EDUCATION: JOINT GRADUATE PROGRAM WITH M.I.T. IN THE MARINE SCIENCES. IN 2024, THERE WERE 149 GRADUATE STUDENTS, 35 DEGREE RECIPIENTS, 37 POST-DOCTORAL SCHOLARS AND FELLOWS, 10 GEOPHYSICAL FLUID DYNAMICS PROGRAM PARTICIPANTS, 27 SUMMER STUDENT FELLOWS AND 123 GUEST STUDENTS.Expenses $17,044,370 · grants $820,295 · revenue $9,503,370
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2105850
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U210)
- Assets (IRS master file)
- $785,140,988
- Income (IRS master file)
- $393,913,698
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $344,338,772 | $353,206,433 | $785,140,988 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $345,864,759 | $331,628,959 | $766,141,956 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $353,851,530 | $296,228,623 | $715,285,770 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2105850).
Questions about WOODS HOLE OCEANOGRAPHIC INSTITUTION
- What is the EIN of WOODS HOLE OCEANOGRAPHIC INSTITUTION?
- The employer identification number (EIN) of WOODS HOLE OCEANOGRAPHIC INSTITUTION is 04-2105850.
- Is WOODS HOLE OCEANOGRAPHIC INSTITUTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to WOODS HOLE OCEANOGRAPHIC INSTITUTION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WOODS HOLE OCEANOGRAPHIC INSTITUTION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WOODS HOLE OCEANOGRAPHIC INSTITUTION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WOODS HOLE OCEANOGRAPHIC INSTITUTION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WOODS HOLE OCEANOGRAPHIC INSTITUTION?
- The 990 for the year ended December 31, 2024 names PETER DE MENOCAL.
- Who are the officers and directors of WOODS HOLE OCEANOGRAPHIC INSTITUTION?
- The 990 for the year ended December 31, 2024 lists 46 people; 12 received compensation from the organization, the highest $682,313 (PETER DE MENOCAL, PRESIDENT/DIRECTOR).
- How much revenue does WOODS HOLE OCEANOGRAPHIC INSTITUTION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $344,338,772, expenses of $353,206,433 and total assets of $785,140,988 at year end.
Other nonprofits in WOODS HOLE
- MARINE BIOLOGICAL LABORATORY EIN 04-2104690 · last filed 990 for 2025
- INTERNATIONAL SOCIETY OF PROTISTOLOGISTS INC EIN 42-0959367 · last filed 990 for 2025
- ASSOCIATED SCIENTISTS AT WOODS HOLE INC EIN 04-2678301 · last filed 990-EZ for 2024
- CETACEAN COMMUNICATION RESEARCH INC EIN 87-1663295 · last filed 990-N for 2025
- WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR EIN 04-3282355 · last filed 990 for 2024
- WOODS HOLE COMMUNITY ASSOCIATION INC EIN 04-6075697 · last filed 990 for 2025
- WOODS HOLE PUBLIC LIBRARY EIN 04-2310919 · last filed 990 for 2025
- PENIKESE ISLAND SCHOOL INC EIN 23-7303535 · last filed 990 for 2025
All nonprofits in WOODS HOLE · Massachusetts · Science and technology