2024-10-11T13:49:02-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-01-01 362167918 SHEDD AQUARIUM SOCIETY SHED 3126923114 1200 SOUTH DUSABLE LAKE SHORE DRIVE CHICAGO IL 60605 GARY GORDON CHIEF FINANCIAL &ADMIN OFFICER 3126923114 2024-10-10 1 1 LU ANN TRAPP P01506476 3122071040 2024-10-04 2023 2024-10-15 13:58:12Z BRIDGET C COUGHLIN 1200 SOUTH DUSABLE LAKE SHORE DRIVE CHICAGO IL 60605 395540915 0 X WWW.SHEDDAQUARIUM.ORG X 1924 IL THE SHEDD AQUARIUM SOCIETY OPERATES A PUBLIC AQUARIUM TO ENCOURAGE THE CONNECTION BETWEEN ANIMALS AND GUESTS THROUGH EXHIBITS AND EDUCATION PROGRAMS WITH THE GOAL OF PROMOTING AQUATIC CONSERVATION. 47 46 612 347 -540 0 39254780 26650772 43131800 48005901 10086197 15981297 2447522 2336687 94920299 92974657 39929 295353 0 0 30060027 33710916 206396 141348 3933591 27316160 32846855 57622512 66994472 37297787 25980185 628183114 703914325 88228182 92935664 539954932 610978661 X SHEDD AQUARIUM'S MISSION IS TO SPARK COMPASSION, CURIOSITY AND CONSERVATION FOR THE AQUATIC ANIMAL WORLD. THIS IS DRIVEN BY THE ORGANIZATION'S VISION OF A WORLD THRIVING WITH AQUATIC LIFE SUSTAINED BY PEOPLE WHO LOVE, UNDERSTAND AND PROTECT IT. 0 0 32614595 78774 46279222 CONSERVATION EDUCATION: SINCE SHEDD AQUARIUM OPENED OUR DOORS IN 1930, SHEDD HAS PROVIDED MORE THAN 119 MILLION GUESTS THE OPPORTUNITY TO LOOK NATURE IN THE EYE THROUGH MEMORABLE EXPERIENCES, WHILE PROVIDING OPPORTUNITIES TO LEARN ABOUT THE ANIMALS IN OUR CARE, AND BECOME INSPIRED TO MAKE PERSONAL CHOICES THAT DRIVE ACTION FOR ANIMALS. SHEDD KNOWS THAT WHEN PEOPLE EXPERIENCE AQUATIC ANIMALS UP CLOSE, IT MOTIVATES AN EMOTIONAL, EMPATHETIC RESPONSE THAT SHIFTS ATTITUDES AND FOSTERS A PERSONAL RESPONSIBILITY FOR STEWARDSHIP OF LOCAL WATERS, GLOBAL OCEANS, AND WILDLIFE. SHEDD IS COMMITTED TO BEING ONE OF CHICAGO'S MOST ACCESSIBLE CULTURAL INSTITUTIONS, OFFERING ILLINOIS RESIDENT FREE DAYS THROUGHOUT THE YEAR, FREE ADMISSION EVERY DAY AS THE NATION'S FIRST AQUARIUM TO JOIN THE MUSEUMS (CONITINUED ON SCHEDULE O) FOR ALL PROGRAM, AN EVERYDAY DISCOUNT FOR CHICAGO RESIDENTS, STUDENTS AND SENIOR CITIZENS, AND FREE ADMISSION FOR TEACHERS, POLICE AND FIRE PERSONNEL, AND ACTIVE-DUTY MILITARY. INSIDE THE AQUARIUM WALLS, GUESTS LOOK NATURE IN THE EYE THROUGH IMMERSIVE EXHIBITS, PARTICIPATORY PROGRAMS FACILITATED BY STAFF, AND EXTRAORDINARY EXPERIENCES WITH ANIMALS BEHIND THE SCENES. THE AQUARIUM ALSO SHARES SHEDD'S MISSION BY TELLING ACCESSIBLE, MEANINGFUL STORIES WITH THE PUBLIC THROUGH PUBLIC RELATIONS AND MARKETING EFFORTS DEVELOPED THROUGH THE INTEGRATION OF CONSERVATION, LEARNING PROGRAMS, ANIMAL CARE AND GUEST EXPERIENCE. AS A TRUSTED NATIONAL LEADER IN ENVIRONMENTAL EDUCATION, SHEDD ADVANCES EQUITABLE, EXPERIENTIAL LEARNING AND ACTION FOR YOUTH, TEENS AND ADULTS. PROGRAMS AND PARTNERSHIPS TAKING PLACE AT SHEDD AND IN SCHOOLS, NATURE, NEIGHBORHOODS AND ONLINE ARE DESIGNED TO BREAK ENTRENCHED BARRIERS THAT PREVENT CHICAGOANS FROM ACCESSING NATURE AND ITS BENEFITS, SUPPORT THE DEVELOPMENT OF ENVIRONMENTAL LITERACY AND BUILD A CONSERVATION ETHOS THAT LEADS TO SHORT- AND LONG-TERM ACTIONS TO PROTECT AQUATIC LIFE. 16125228 49776 ANIMAL CARE: SHEDD AQUARIUM IS HOME TO ONE OF THE WORLD'S LARGEST AND MOST DIVERSE AQUATIC COLLECTIONS OVER 23,000 REPRESENTING ABOUT 1,200 SPECIES. A GLOBAL LEADER IN ANIMAL CARE, SHEDD'S WELFARE AND HUSBANDRY PROGRAMS SUPPORT ONSITE RESEARCH EFFORTS THAT CONTRIBUTE TO THE GROWING SCIENTIFIC BODY OF KNOWLEDGE ABOUT THOSE SPECIES IN THE WILD. SHEDD'S VETERINARIANS ARE AQUATIC MEDICINE PIONEERS WHO ARE ADVANCING THE FIELDS OF PREVENTATIVE MEDICINE, AGING CARE, AND CONSERVATION MEDICINE WHILE PROVIDING WORLD-CLASS CARE THAT FURTHER EXPANDS UNDERSTANDING OF HOW TO SUPPORT HEALTHY ANIMAL POPULATIONS IN AQUARIUMS AND IN THE WILD. SHEDD'S ANIMAL CARE EXPERTISE LENDS ITSELF TO CRISIS RESPONSE AROUND THE WORLD. OUR ANIMAL CARE TEAM FREQUENTLY ACTS AS A PARTNER AND ADVISOR TO INTERNATIONAL, FEDERAL, STATE, (CONITINUED ON SCHEDULE O) AND LOCAL GOVERNMENT AGENCIES, RESCUE AND REHABILITATION ORGANIZATIONS, AND FELLOW ACCREDITED ZOOS AND AQUARIUMS FOR CONFISCATED, ORPHANED, OR INJURED WILDLIFE. SHEDD'S ANIMAL CARE TEAM CONTRIBUTES TO THE SUSTAINABILITY OF AQUATIC SPECIES THROUGH ADVANCEMENTS IN AQUACULTURE, INCLUDING POPULATIONS OF MICROSCOPIC LIVE FOODS, AND COOPERATIVE MANAGEMENT AND BREEDING OF CRITICALLY ENDANGERED AND THREATENED SPECIES. 3359371 166803 CONSERVATION SCIENCE AND RESEARCH: SHEDD IS LOCATED IN CHICAGO, BUT ITS RESEARCH IS WORLDWIDE. SHEDD IS ONE OF ONLY 11 CENTERS FOR SPECIES SURVIVAL, A DESIGNATION OF THE INTERNATIONAL UNION FOR THE CONSERVATION OF NATURE, (IUCN). SHEDD'S CENTER FOR SPECIES SURVIVAL FOCUSES ON FRESHWATER WITHIN THE GREAT LAKES WATERSHED AND GLOBALLY WITH A CONCENTRATION IN THE AMERICAS. SHEDD'S HUSBANDRY, VETERINARY, AND CONSERVATION PROGRAMS ARE GROUNDED IN RESEARCH THAT SUPPORTS HEALTHY ANIMALS AT SHEDD AND VIBRANT WILD POPULATIONS AROUND THE WORLD. SHEDD'S CONSERVATION RESEARCH PROGRAMS WORK TO PROTECT BIODIVERSITY WHILE SUPPORTING BLUE ECONOMIES, AND FIELD RESEARCHERS OFTEN WORK SIDE-BY-SIDE WITH CITIZEN SCIENTISTS TO CONSERVE WILDLIFE AND HABITATS FOR FUTURE GENERATIONS. THE AQUARIUM'S (CONITINUED ON SCHEDULE O) OCEANIC WORK INCLUDES MORE THAN FOUR DECADES OF RESEARCH ON SPECIES SUCH AS ROCK IGUANAS, QUEEN CONCH, LOBSTER, SHARKS, AND CORALS. CLOSER TO HOME, SHEDD'S GREAT LAKES RESEARCH FOCUSES ON WILDLIFE AND HABITAT CONSERVATION ISSUES WHERE THE AQUARIUM'S APPLIED STUDIES SUPPORT LOCAL COMMUNITIES AND REGIONAL AGENCIES IN DEVELOPING ACCESS TO NATURE AND SOUND MANAGEMENT PLANS FOR THE GREAT LAKES AND CHICAGO RIVER. ONSITE, SHEDD'S STATE-OF-THE-ART FACILITIES AND ANIMAL CARE AND SCIENCE TEAM SERVE AS RESOURCES FOR RESEARCH PARTNERS LOCALLY AND GLOBALLY. ONSITE RESEARCH PROVIDES VALUABLE BIOLOGICAL AND BEHAVIORAL INFORMATION THAT INFORMS UNDERSTANDING OF SPECIES WHICH ARE NEARLY IMPOSSIBLE TO STUDY IN THE WILD. IN ADDITION TO SHARING WHAT IT LEARNS WITH THE SCIENTIFIC COMMUNITY, SHEDD'S ONSITE WORK CONTRIBUTES TO ADVANCING ANIMAL HEALTH AND WELFARE FOR AQUATIC SPECIES RANGING FROM INVERTEBRATES TO MARINE MAMMALS. 52099194 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 138 0 1 612 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 47 46 1 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL AL AK AR CA CO CT DC FL GA HI KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI X X GARY GORDON 3126922727 1200 SOUTH DUSABLE LAKE SHORE DRIVE CHICAGO IL 60605 BRIDGET COUGHLIN PHD PRESIDENT/CEO 45.00 0.00 X X 834532 0 100561 DAVID J KOO CHAIRMAN OF BOARD 1.00 0.00 X X 0 0 0 NEIL BOOK TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 JOSEPH S BRAIK TRUSTEE 1.00 0.00 X 0 0 0 MARY L BURKE TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM J CHASE TRUSTEE 1.00 0.00 X 0 0 0 SHANNEL CLUBB TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH HARTIGAN CONNELLY TRUSTEE 1.00 0.00 X 0 0 0 DOMINIC CURCIO TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 DAVID L EPSTEIN TRUSTEE 1.00 0.00 X 0 0 0 RICHARD E ERWIN TRUSTEE 1.00 0.00 X 0 0 0 TYRONE C FAHNER TRUSTEE 1.00 0.00 X 0 0 0 DAVID FOULKES TRUSTEE 1.00 0.00 X 0 0 0 JOHN D FUMAGALLI TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 SARAH N GARVEY TRUSTEE 1.00 0.00 X 0 0 0 H JOHN GILBERTSON JR TRUSTEE 1.00 0.00 X 0 0 0 BRENT GLEDHILL TRUSTEE 1.00 0.00 X 0 0 0 ANDERS GUSTAFSSON TRUSTEE 1.00 0.00 X 0 0 0 TRACIE HAAS TRUSTEE 1.00 0.00 X 0 0 0 JOHN HESSELMANN TRUSTEE 1.00 0.00 X 0 0 0 JOHN HOLMES TRUSTEE 1.00 0.00 X 0 0 0 ROBERT H JORDAN PHD TRUSTEE 1.00 0.00 X 0 0 0 BRIAN A KENNEY TRUSTEE 1.00 0.00 X 0 0 0 RICHARD KEYSER TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 THOMAS N KING TRUSTEE 1.00 0.00 X 0 0 0 ANNE KREBS TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 JERRY KRULEWITCH TRUSTEE 1.00 0.00 X 0 0 0 KENNETH KUHRT TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 KATIE LAWLER TRUSTEE 1.00 0.00 X 0 0 0 ANNA M LIVINGSTON TRUSTEE 1.00 0.00 X 0 0 0 ROBERT LYONS TRUSTEE 1.00 0.00 X 0 0 0 HARVEY L MILLER TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 SUSAN E MORRISON TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 REV MICHAEL NABORS PHD TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 ANDREW NOCELLA TRUSTEE 1.00 0.00 X 0 0 0 ELLEN L O'CONNOR TRUSTEE 1.00 0.00 X 0 0 0 CARA PAN TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 GINEVRA REED RALPH TRUSTEE 1.00 0.00 X 0 0 0 ZALDWAYNAKA SCOTT TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 NANCY S SEARLE TRUSTEE 1.00 0.00 X 0 0 0 LLOYD A SEMPLE JR TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 KIMBERLY SIMIOS TRUSTEE 1.00 0.00 X 0 0 0 ALEX SINGLA TRUSTEE 1.00 0.00 X 0 0 0 CHARLES SMITH TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 MARY S SMITH TRUSTEE 1.00 0.00 X 0 0 0 TRACY SOUDER TRUSTEE 1.00 0.00 X 0 0 0 JOYCE ST CLAIR TRUSTEE 1.00 0.00 X 0 0 0 MARK STAINTON TRUSTEE 1.00 0.00 X 0 0 0 RICHARD J TOBIN TRUSTEE 1.00 0.00 X 0 0 0 JANE L WARNER TRUSTEE 1.00 0.00 X 0 0 0 STEVE WELLER TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY WRIGHT TRUSTEE 1.00 0.00 X 0 0 0 SUZANNE YOON TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 GARY GORDON CHIEF FINANCIAL & ADMIN OFFICER 45.00 0.00 X 327293 0 38613 CATHERINE CASEY VP & GENERAL COUNSEL 45.00 0.00 X 212452 0 17472 MEGHAN CURRAN CHIEF MARKETING & EXPERIENCE OFFICER 45.00 0.00 X 324079 0 36324 PEGGY SLOAN CHIEF ANIMAL CONSERVATION OFFICER 45.00 0.00 X 245686 0 26204 NANCY ANSCHEL SVP, HUMAN RESOURCES 45.00 0.00 X 240163 0 29195 ROBERT WENGEL SVP, FACILITIES AND SECURITY 45.00 0.00 X 238510 0 32378 ANDREA RODGERS SVP, EXTERNAL AFFAIRS & MARKETING 45.00 0.00 X 156798 0 15887 SARAH HEZEL VP, DESIGN & EXHIBITS 45.00 0.00 X 203849 0 28099 DANIELLE DUMERER VP, TECHNOLOGY AND INFORMATION SECURITY 45.00 0.00 X 207886 0 39073 KELLY MCLAUGHLIN-KENNEDY VP, PHILANTHROPIC & STRATEGIC INITIATIVES 45.00 0.00 X 201650 0 12355 CHARLES KNAPP VP, CONSERVATION RESEARCH 45.00 0.00 X 173845 0 33678 LISA JUNKIN LOPEZ VP, LEARNING AND COMMUNITY 45.00 0.00 X 171587 0 36079 3538330 0 445918 47 0 1 0 PEPPERBMI CONSTRUCTION COMPANY LLC 411 LAKE ZURICH RD BARRINGTON IL 60010 CONSTRUCTION 23799986 VALERIO DEWALT TRAIN ASSOCIATES INC 500 N DEARBORN 9TH FLOOR CHICAGO IL 60654 ARCHITECTURAL DESIGN CONSULTANT 3283257 MONTERREY SECURITY CONSULTANTS INC 2232 S BLUE ISLAND AVE CHICAGO IL 60608 SECURITY 1587668 HAMILL PARTNERS INC DBA CRESCENT CLEA 8501 W HIGGINS RD SUITE 169 CHICAGO IL 60631 CLEANING SERVICES 1327486 TWO BY FOUR LTD 10 N DEARBORN SUITE 1000 CHICAGO IL 60602 ADVERTISING 1322092 29 6213297 2355295 6719264 11362916 3877933 26650772 ADMISSIONS 900099 43724355 43724355 EDUCATIONAL PROGRAMS 900099 1736607 1736607 FOOD SERVICE 722210 1303531 1303531 1241408 818260 423148 48005901 12905593 -540 12906133 3398397 374857 3023540 3023540 3023540 304423632 301347928 3075704 3075704 3075704 93386 2355295 843473 -750087 -750087 OTHER REVENUE 900099 63234 63234 63234 92974657 46279222 -540 20045203 270008 270008 25345 25345 3074056 839832 1716013 518211 25037821 19135534 4029194 1873093 1086123 752835 232671 100617 2552190 1893078 444445 214667 1960726 1359057 420029 181640 2648672 2537117 91804 19751 213971 3600 210371 94520 94520 6687 6687 141348 141348 318541 318541 3738055 2903977 646993 187085 1793189 1793189 3891254 3207426 282295 401533 1615224 233757 1329117 52350 2114455 2026670 74377 13408 1136754 818844 264916 52994 82977 61026 18207 3744 2153172 2153172 9506703 9091752 346716 68235 762237 730120 26836 5281 REPAIR AND MAINTENANCE 1452369 1405509 39368 7492 FOOD SERVICE EXPENSE 508989 508989 PROFESSIONAL DEVELOPMEN 415349 211498 196481 7370 MISCELLANEOUS EXPENSE 360480 103659 172049 84772 33257 33200 57 66994472 52099194 10961687 3933591 126691883 97994316 43325661 34758779 1579957 1313173 957316 638373 384780835 240723752 108394165 144057083 299763052 372352383 46071283 51253352 1399797 1546866 628183114 703914325 11177330 17816456 1134026 1281348 74489549 72065878 1427277 1771982 88228182 92935664 X 363154059 412144811 176800873 198833850 539954932 610978661 628183114 703914325 X 25980185 45048447 -4903 X 0 1 X 1 0 X 25819103 30809058 65796315 34944299 21027556 178396331 3997943 3910464 4262058 4310481 5623216 22104162 29817046 34719522 70058373 39254780 26650772 200500493 27665963 172834530 3682513 2135312 5673210 8388200 16360306 36239541 686848 61857 66632 45959 63234 924530 237664564 171721049 0.72720 0.74050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2664 0 1 6687 9351 0 PART II-B, LINE 1: THE AQUARIUM DEVOTED PART OF ITS LOBBYING ACTIVITIES TO MONITORING AND COMMUNICATING WITH THE FEDERAL, STATE AND LOCAL LEGISLATORS AND AGENCIES IN AN EFFORT TO FURTHER INITIATIVES WHICH MIGHT BENEFIT THE AQUARIUM. THE AQUARIUM SUPPORTED LOBBYING EFFORTS IN RELATION TO THE MUSEUM IN THE PARK COALITION IN SUPPORT OF THESE ACTIVITIES IN 2023. X X X X 0 327594611 600 53984391 1364435 380215167 359460468 16000000 -45492866 2372991 327594611 297530640 3028007 58901821 359460468 277213284 266616 20324623 273883 297530640 235913410 438126 41299875 438127 277213284 0.73160 0.03420 0.23420 0 0 104197519 66571792 37625727 143992049 111555522 32436527 70845310 62596438 8248872 65745957 65745957 144057083 PRIVATE CAPITAL 46930797 F INTEREST IN REAL ASSET FUNDS 4322555 F 51253352 ACCRUED POST-RETIREMENT BENEFIT 1771982 1771982 138074517 45048447 -4903 45043544 93030973 318541 -374857 -56316 92974657 67050788 374857 374857 66675931 318541 318541 66994472 PART III, LINE 1A: LIVE ANIMAL INVENTORY THE COSTS OF PURCHASING OR COLLECTING LIVE ANIMALS ARE EXPENSED AS INCURRED. DONATED SPECIMENS ARE NOT VALUED AND, THEREFORE, ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PART III, LINE 4: THE AQUARIUM HOUSES ONE OF THE LARGEST AND MOST DIVERSE COLLECTIONS OF LIVE AQUATIC ANIMALS IN THE WORLD. CURRENTLY, THIS INCLUDES 747 SPECIES OF FISHES AND 277 SPECIES OF INVERTEBRATES. IN ADDITION, THERE ARE 44 SPECIES OF REPTILES, 12 SPECIES OF AMPHIBIANS, 4 SPECIES OF MAMMALS, AND 12 SPECIES OF BIRDS. ALTOGETHER, THE COLLECTIONS INCLUDE 1095 ANIMAL SPECIES INCLUDING 15 PROTECTED SPECIES. PART V, LINE 4: THE INTENDED USES OF THE ENDOWMENT ARE TO FUND GENERAL OPERATIONS, EDUCATIONS PROGRAMS, CONSERVATION ACTIVITIES, AND SPECIAL PROJECTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE SPLIT INTEREST AGREEMENTS -7,903. ACTUARIAL GAIN RELATED TO RETIREES MEDICAL PLAN 3,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: GIFT SHOP EXPENSES -374,857. PART XII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP EXPENSES 374,857. 1 CAYMAN ISLANDS INVESTMENTS 1257833 CENTRAL AMERICA AND THE CARIBBEAN 12 PROGRAM SERVICES RESEARCH, RESCUE & REHABILITATION/CONSERVATION EDUCATION 23122 NORTH AMERICA 3 PROGRAM SERVICES CONSERVATION EDUCATION/CONFERENCE ATTENDANCE 5703 ANTARTICA 1 PROGRAM SERVICES CONSERVATION EDUCATION 1892 SOUTH AMERICA 3 PROGRAM SERVICES RESCUE MISSION/REHAB 8409 SUB-SAHARAN AFRICA 1 PROGRAM SERVICES CONSERVATION EDUCATION 18673 EUROPE 1 PROGRAM SERVICES CONFERENCE ATTENDANCE 2970 EAST ASIA AND THE PACIFIC 3 PROGRAM SERVICES CONFERENCE ATTENDANCE/CONSERVATION EDUCATION/RESEARCH, RESCUE & REHABILITATION 10681 SOUTH AMERICA 3 GRANTS TO RECIPIENTS IN REGION CONSERVATION RESEARCH 10000 CENTRAL AMERICA AND THE CARIBBEAN 12 GRANTS TO RECIPIENTS LOCATED IN REGION CONSERVATION RESEARCH 15345 0 24 0 15 0 39 1329283 25345 1354628 SOUTH AMERICA CONSERVATION RESEARCH 10000 WIRE TRANSFER 0 N/A N/A CENTRAL AMERICA AND THE CARIBBEAN CONSERVATION RESEARCH 15345 WIRE TRANSFER 0 N/A N/A 2 0 1 0 1 0 1 0 PART I, LINE 2: SHEDD REQUIRES REPORTS ON HOW FUNDS WERE EXPENDED AND ACCORDING TO PLAN AND EVALUATION OF RESULTS OF THE PROGRAM'S ACCOMPLISHMENTS. X X X X X X X 1 SCHULTZ & WILLIAMS ONE PENN CENTER STE 1700 PHILIDELPHIA PA 19103 FUNDRAISING CONSULTING AND DIRECT RESPONSE SERVICES 0 1194145 141348 1052797 1194145 141348 1052797 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WV WI WA IMMERSION 33995 30000 3995 35551 GALA 2414686 2325295 89391 807922 2448681 2355295 93386 843473 843473 -750087 1 NATIONAL MARINE SANCTUARY FOUNDATION 8455 COLESVILLE RD SUITE 1275 SILVER SPRING MD 20910 943370994 501(C)(3) 12500 0 PROGRAM SUPPORT PURDUE UNIVERSITY 2250 NORTHWESTERN AVE SUITE 1100 WEST LAFAYETTE IN 47906 356002041 GOV'T 60000 0 PROGRAM SUPPORT INSIGHT BY ANDERSON DBA THE CORAL REEF AQUARIUM FISHERIES CAMPAIGN 40 LATHAM ST UNIT 2R GROTON CT 06340 851326483 501(C)(3) 48776 0 PROGRAM SUPPORT CHICAGO PARK DISTRICT 4830 S WESTERN AVE CHICAGO IL 60609 366005822 GOV'T 130952 0 PROGRAM SUPPORT 4 PART I, LINE 2: SHEDD REQUIRES REPORTS ON HOW FUNDS WERE EXPENDED AND ACCORDING TO PLAN AND EVALUATION OF RESULTS OF THE PROGRAM'S ACCOMPLISHMENTS. X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 BRIDGET COUGHLIN PHD PRESIDENT/CEO 578190 0 232600 0 23742 0 69300 0 31261 0 935093 0 100000 0 GARY GORDON CHIEF FINANCIAL & ADMIN OFFICER 294049 0 32000 0 1244 0 37450 0 1163 0 365906 0 0 0 MEGHAN CURRAN CHIEF MARKETING & EXPERIENCE OFFICER 291638 0 32000 0 441 0 27333 0 8991 0 360403 0 0 0 PEGGY SLOAN CHIEF ANIMAL CONSERVATION OFFICER 239675 0 5000 0 1011 0 14487 0 11717 0 271890 0 0 0 ROBERT WENGEL SVP, FACILITIES AND SECURITY 237978 0 0 0 532 0 14328 0 18050 0 270888 0 0 0 NANCY ANSCHEL SVP, HUMAN RESOURCES 231667 0 7000 0 1496 0 14157 0 15038 0 269358 0 0 0 DANIELLE DUMERER VP, TECHNOLOGY AND INFORMATION SECUR 207586 0 0 0 300 0 12658 0 26415 0 246959 0 0 0 SARAH HEZEL VP, DESIGN & EXHIBITS 198573 0 5000 0 276 0 12075 0 16024 0 231948 0 0 0 CATHERINE CASEY VP & GENERAL COUNSEL 211615 0 0 0 837 0 8575 0 8897 0 229924 0 0 0 KELLY MCLAUGHLIN-KENNEDY VP, PHILANTHROPIC & STRATEGIC INITIA 191499 0 10000 0 151 0 11158 0 1197 0 214005 0 0 0 LISA JUNKIN LOPEZ VP, LEARNING AND COMMUNITY 171432 0 0 0 155 0 10637 0 25442 0 207666 0 0 0 CHARLES KNAPP VP, CONSERVATION RESEARCH 173474 0 0 0 371 0 10959 0 22719 0 207523 0 0 0 ANDREA RODGERS SVP, EXTERNAL AFFAIRS & MARKETING 156670 0 0 0 128 0 10104 0 5783 0 172685 0 0 0 PART I, LINE 1A LINE 1A - FIRST-CLASS TRAVEL - THE PRESIDENT/CEO TRAVELED BY FIRST CLASS ON CERTAIN TRIPS AS A RESULT OF THE SPECIFIC NATURE OF PARTICULAR TRIPS. THE TRAVEL WAS FOR BONA FIDE BUSINESS PURPOSE AND WAS NOT TREATED AS TAXABLE COMPENSATION. LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE PRESIDENT/CEO WAS PROVIDED CERTAIN SOCIAL CLUB DUES; THE PORTION OF THIS BENEFIT NOT RELATED TO BONA FIDE BUSINESS PURPOSES (IF ANY) IS TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B CERTAIN INDIVIDUALS RECEIVED OR ACCRUED DEFERRED COMPENSATION AT RISK, PAYABLE UPON SATISFACTION OF PERFORMANCE AND REMAINING WITH THE ORGANIZATION THROUGH A SPECIFIC PROJECT PERIOD. BRIDGET C. COUGHLIN- ACCRUED IN 2023 $50,000 TO BE PAID IN 2025. GARY GORDON- ACCRUED IN 2023 $20,000 TO BE PAID IN 2024. MEGHAN CURRAN- ACCRUED IN 2023 $10,000 TO BE PAID IN 2024. PART I, LINE 7 PART 7A - COMPENSATION AT RISK OR INCENTIVE PAYMENTS WERE PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A AT THE DISCRETION OF THE BOARD OF TRUSTEES AND PRESIDENT/CEO. A ILLINOIS FINANCE AUTHORITY 861091967 000000000 2019-03-14 18405000 REFUNDING/REISSUANCE 2015 BONDS 0 0 0 B ILLINOIS FINANCE AUTHORITY 861091967 45204FTW5 2022-12-22 64027086 SERIES 2022 - BUILDINGS AND STRUCTURES 0 0 0 A 9205000 18405000 18405000 1 0 1 1 B 64027086 21921649 18327385 23778052 0 0 0 0 B 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 X 32 3326377 FAIR MARKET VALUE X TRAVEL/TICKETS 1 282530 FAIR MARKET VALUE X SUPPLIES 6 249351 FAIR MARKET VALUE X EQUIPMENT 1 19675 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES AND MAY ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN MEETINGS OF THE BOARD, SUBJECT TO CERTAIN LIMITATIONS. UNDER THE TERMS OF THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE IS MADE UP OF FIVE TO TEN MEMBERS OF THE BOARD OF TRUSTEES ELECTED BY THE BOARD AT ITS ANNUAL MEETING; IN ADDITION, THE CHAIRPERSON OF THE BOARD SERVES AS AN EX OFFICIO MEMBER WITH A VOTE. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE MARY SMITH AND LIFE TRUSTEE STEVE SMITH HAD A FAMILY RELATIONSHIP TRUSTEES BRIAN KENNEY AND ELIZABETH CONNELLY HAD A BUSINESS RELATIONSHIP TRUSTEES JOHN HOLMES AND BOB LYONS HAD A BUSINESS RELATIONSHIP TRUSTEES RICH TOBIN AND TOM KING HAD A BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH SODEXO AMERICA, LLC AND EVENT NETWORK, INC. TO MANAGE AND OPERATE FOOD SERVICES AND GIFT SHOPS, RESPECTIVELY, AT THE AQUARIUM. FORM 990, PART VI, SECTION A, LINE 4 BY-LAW CHANGES - SECTION 4.3: CLARIFIED ROLE OF HONORARY TRUSTEES SECTION 4.5: ADDED NEW SECTION TO DEFINE ROLE AND SCOPE OF EX-OFFICIO HONORARY TRUSTEES FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990, INCLUDING SCHEDULES, WAS MADE AVAILABLE TO THE BOARD OF TRUSTEES. TRUSTEES WERE REQUESTED TO REVIEW THE FINAL FORM 990, INCLUDING SCHEDULES. ANY QUESTIONS OR COMMENTS WERE DIRECTED TO THE ORGANIZATION'S CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, TRUSTEES AND SENIOR MANAGEMENT ARE ASKED TO REVIEW THE ORGANIZATION'S CODE OF ETHICS AND COMPLETE A CODE OF ETHICS STATEMENT AND QUESTIONNAIRE, WHICH INCLUDES THEIR AGREEMENT TO REPORT PROMPTLY ANY REPORTABLE MATTERS. SUCH STATEMENTS ARE REVIEWED AND EVALUATED BY THE BOARD CHAIRMAN, OR THEIR DESIGNEE, FOR ANY CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN CAPITAL COMMITTEE (THE COMMITTEE) OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE ANNUAL REVIEW OF THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. ALL MEMBERS OF THE COMMITTEE ARE INDEPENDENT. IN DETERMINING THE COMPENSATION OF THE PRESIDENT/CEO, THE COMMITTEE EVALUATES HER PERFORMANCE AGAINST PREVIOUSLY AGREED UPON CRITERIA, CONSIDERS COMPARABLE MARKET DATA, THEN DEBATES AND DOCUMENTS ITS RECOMMENDATION OF REASONABLE COMPENSATION. IN DETERMINING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, THE SAME PROCEDURES ARE PERFORMED; HOWEVER, THE COMMITTEE CONSIDERS THE CEO'S EVALUATION OF THE STAFFS' PERFORMANCE. THE RECOMMENDATIONS ARE THEN TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR FINAL REVIEW AND ACTION. FORM 990, PART VI, SECTION C, LINE 19 CERTAIN OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. ITS AUDITED FINANCIAL STATEMENTS AND PUBLIC-DISCLOSURE COPIES OF ITS FORM 990 ARE INCLUDED ON ITS WEB SITE. FORM 990, PART XI, LINE 9: ACTUARIAL GAIN RELATED TO RETIREES MEDICAL PLAN 3,000. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -7,903.