MONTEREY BAY AQUARIUM FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM FOUNDATION (EIN 94-2487469)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349311398
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:07:41+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street Suite 3300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942487469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 8316484800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Cannery Row | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT YOUNG | PersonNm |
| Person Title | INTERIM CFO | PersonTitleTxt |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie Packard | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Cannery Row | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $779,377,057 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.montereybayaquarium.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Monterey Bay Aquarium is to inspire conservation of the ocean. Millions of people worldwide draw inspiration from the Aquarium and look to us to advocate for the ocean and its wildlife. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 610 | TotalEmployeeCnt |
| Total Volunteers | 1097 | TotalVolunteersCnt |
| Total Gross UBI | $303,045 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $40,704 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $65,111,538 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,908,550 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $57,368,044 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,441,774 | CYProgramServiceRevenueAmt |
| PY Investment Income | $84,696,477 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,683,172 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,287,290 | PYOtherRevenueAmt |
| CY Other Revenue | $872,401 | CYOtherRevenueAmt |
| PY Total Revenue | $208,463,349 | PYTotalRevenueAmt |
| CY Total Revenue | $155,905,897 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $255,598 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $733,951 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,304,483 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,132,278 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $286,840 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $132,349 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,291,487 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,750,621 | PYOtherExpensesAmt |
| CY Other Expenses | $51,772,274 | CYOtherExpensesAmt |
| PY Total Expenses | $92,597,542 | PYTotalExpensesAmt |
| CY Total Expenses | $108,770,852 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $115,865,807 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $47,135,045 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $663,947,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $739,524,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,778,069 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,319,238 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $642,169,554 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $715,205,176 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Monterey Bay Aquarium is to inspire conservation of the ocean. Millions of people worldwide draw inspiration from the Aquarium and look to us to advocate for the ocean and its wildlife. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $55,513,859 | ExpenseAmt |
| Grant | $596,120 | GrantAmt |
| Revenue | $70,797,229 | RevenueAmt |
| Desc | Marine life exhibition and care expenses of $55,513,859 include the cost of operating and maintaining the Aquarium's living exhibit galleries. Completing important infrastructure improvements: As the Aquarium nears its 40th anniversary, we've continued to address our aging buildings and infrastructure to ensure they're sturdy and secure for many years to come. We upgraded our gas-powered HVAC chillers to more efficient ones that run on electricity. We also increased the capacity of our exotics treatment system that treats seawater leaving exhibits with fine filtration and high doses of UV light, preventing potentially invasive species from entering Monterey Bay. And we reconfigured two of the exhibits in Into the Deep/En lo Profundo to allow for greater temperature flexibility, so we can accommodate animals from various depths and locations. We also continued work on a massive project to update the original supports for our 40-year-old seawater intake pipelines, which is scheduled to be completed in 2024. The new structures will allow us to continue to pump life-sustaining seawater into our exhibits for decades to come. We reopened our Water Science Lab after a much-needed update, which allows our staff to maintain the water quality throughout our exhibits. Finally, we broke ground on a new behind-the-scenes holding facility for our Sea Otter Program. When completed in late 2024, the facility will be critical in managing the wild sea otters we care for each year. Bring the deep sea to light: Our Animal Care and Water Science teams continue to perfect advanced techniques in the care, culturing, and life support for the deep-sea species featured in our newest exhibit: Into the Deep/En lo Profundo. Many of the animals in this exhibit are being displayed to the public for the very first time anywhere. Our teams' ingenuity has led to breakthroughs in raising and displaying such mesmerizing species as chandelier jellies and snowglobe jellies. These delicate animals require very specific water chemistry and temperature to survive. Our Jelly and Water Science teams have learned to create the ideal water chemistry for different jellies to thrive. This means we were able to introduce never-before-seen species like purple-lipped jellies and tower jellies, plus gelatinous midwater species such as common siphonophores, barrel amphipods, and sea angels. A new companion auditorium program to Into the Deep went live in 2023. Living Light: Bioluminescence showcases the mysteriously beautiful ability of some deep-sea organisms to create their own light. Guests who were awed by the bioluminescence room in the exhibit can now glow on and experience more of the brilliant displays on the big screen. The program was filmed and produced by our Film & Video team, which worked with the Dive Safety team to capture underwater footage in locations from Bocas Del Toro, Panama, to Kona, Hawaii, as well as here in Monterey Bay. We're proud that the Association of Zoos and Aquariums honored Into the Deep with its Exhibit Innovation Award for 2023, which recognizes excellence in live animal display and exhibit design Welcoming a new veterinarian: We expanded our veterinary care staff in July when we welcomed Dr. Ri Chang as our second staff veterinarian. They were previously a veterinary extern here in 2021 and made a strong impression with their experience in aquatic animal medicine. Dr. Ri is our first scuba-certified vet and brings to us their cutting-edge knowledge of next-generation diagnostic technologies, especially advanced imaging techniques such as ultrasound, computed tomography, and molecular sequencing. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,742,877 | ExpenseAmt |
| Grant | $123,831 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Education and Outreach expenses of $21,742,877 include the cost of education programs for teachers, students, and emerging teen leaders. Our commitment to offering free educational programs, which dates back to our founding, is stronger than ever. Throughout 2023 our education team worked to restore in a post-pandemic world our many programs for teens, teachers, and schoolchildren so we can fulfill the full potential of our Bechtel Family Center for Ocean Education and Leadership. From preschool through high school and beyond, our programs build empathy, teach about the wonders of the ocean, and build participants' confidence to act. Restarting our Splash Zone Head Start Program: Each year, about 1,000 preschool children, along with their families and teachers, visit the Aquarium for a bilingual (Spanish and English) education program in partnership with 50 Head Start Centers across Monterey and Santa Cruz counties. Students learn the names of ocean animals through interactive games, touch hermit crabs in our Touch Pools, and wave at swimming penguins in our African Penguin exhibit. For two decades, the Splash Zone Head Start collaboration has taught students to respect and care for the natural world, building empathy from an early age. Though we were able to adapt the program to a virtual format during the pandemic, it was wonderful to welcome these young students back to the Aquarium for in-person sessions in 2023. Welcoming back Underwater Explorers: The Underwater Explorers program was back for the first time since before the pandemic - 2,686 kids ages eight to thirteen years old took part in surface scuba diving in our Great Tide Pool. Through Days of Discovery, an additional 1,500 young people with special needs were offered the opportunity to participate at no charge. Expanding our field trips: After restarting our in-person education programs in 2022, we've been building back toward our pre-pandemic field trip numbers. In the 2022-23 school year, 26,567 school children participated in field trips and hands-on programs in our Learning Labs. We're excited to continue to welcome more students to the Aquarium in the coming months. Teen Conservation Leaders are making a difference: In 2023, we offered our time-tested service-learning program for high school students, Teen Conservation Leaders. For the first time since the pandemic, we were able to enroll new students as well as serve continuing participants. Throughout summer and during the school year, students volunteer at the Aquarium, interacting with guests on the floor and contributing to behind-the-scenes efforts - making it an exciting summer for us and for Teen Conservation Leaders. Supporting our future ocean stewards: In 2023, we welcomed 23 paid interns across many Aquarium departments, from applied water science and sea otter care and research, to marketing, husbandry, campus management, education, film and video production, and guest experience. Our interns supported our teams as they completed projects of their own - from an investigation into the changing composition of sea otter diets to a deep dive into new ways to make the Aquarium more inclusive for LGBTQ+ folk. Our four Diversity, Equity, and Inclusion veterinary externs worked with Dr. Mike Murray and his Animal Care team as they progressed toward veterinary careers. First Shultz Scholarships awarded: In May, we launched the George P. Shultz Future Leaders Scholarship Fund. This donor-endowed program supports students from nearby communities that are historically underrepresented in the science and conservation fields. The scholarship honors the memory of George P. Shultz, who chaired the Aquarium's Leadership Council, served on our Board of Trustees, and enjoyed a long career in public service. Each Shultz Scholarship provides not only full tuition but also room and board and all other expenses, to attend California State University, Monterey Bay. The recipients participated in paid internships at the Aquarium during the summer of 2023 before beginning their academic journey in the fall. With donor support, we plan to offer the scholarship annually. Launching a new youth program: Ocean Learning Adventures: During the summer we offered a brand-new education program for middle-school students, Ocean Learning Adventures. The weeklong camp encourages girls, boys, and gender-fluid youth to connect to the natural world around them through adventures and activities. Teens kayak in Elkhorn Slough and learn about the watershed; they spend time at our Kelp Forest exhibit learning about the interconnected web of life inside a kelp forest; they surface scuba dive in our Great Tide Pool, exploring an intertidal environment full of hermit crabs, urchins, and anemones. Teens also participate in engineering challenges in our Bechtel Family Center for Ocean Education and Leadership. Students learn basic engineering skills and concepts while incorporating ocean conservation learning into their projects. Ocean Learning Adventures is presented bilingually, in English and in Spanish. To make it more accessible, we offer free transportation for participants from Watsonville, Marina, and Seaside. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,760,995 | ExpenseAmt |
| Grant | $14,000 | GrantAmt |
| Revenue | $523,125 | RevenueAmt |
| Desc | Conservation and Science costs of $11,760,995 represent expenses for marine policy and advocacy efforts, the global Seafood Watch program, and field research. In California, we're continuing our leading role in the research, rescue, and recovery of southern sea otters. At the state and federal levels, we're advancing policies to protect vulnerable coastal habitats, reduce plastic pollution, and promote ocean-based climate solutions. Around the world, we're transforming the seafood industry by engaging seafood producers, businesses, and governments, informing seafood purchasing standards, and rating the sustainability of fishing and aquaculture practices. Rescuing and rehabilitating southern sea otters: In 2001, our Sea Otter Program pioneered the use of surrogacy - pairing a stranded otter pup with an adult female otter in our long-term care - to help young otters acquire the skills needed to thrive in the wild. This year, we published a paper describing and evaluating our surrogacy methods, including everything from rescue response, pairing stranded sea otter pups with our resident female sea otters, and the release of the rescued otters. This publication emphasizes the pivotal role our unique surrogacy program plays in the successful return of young sea otters to the wild and demonstrates how robustly the program addresses the variety of challenges every rescued sea otter face. Sharing our findings is an important way to inform colleagues about our successful methods and an exciting milestone as we work toward the recovery of this threatened species. In June, we returned three surrogate-raised otters to the wild, marking the highest number of surrogate-raised otters we've released at the same time in the history of our program. Our team spent two weeks tracking the otters by land, sea, and air to ensure each sea otter successfully used the skills they learned from their surrogate mother to reacclimate to the kelp forests of Monterey Bay. And we continued to develop partnerships with other accredited aquariums so that in the future they can employ the surrogacy method we pioneered to expand our collective capacity to raise and release rescued sea otter pups. Exploring all the benefits sea otters provide: Sea otters have long been recognized for playing a key role in maintaining the health of productive kelp forests. Otters eat sea urchins and other animals that graze on giant kelp, keeping the urchin population under control and enabling a thriving kelp ecosystem. A new paper, published by researchers at the Aquarium and Middlebury Institute of International Studies' Center for the Blue Economy, found that otters have a role to play in building local economies as well. As recreational visitors came to enjoy Elkhorn Slough, an estuary in Monterey Bay that is home to nearly 100 sea otters, they highly valued the ability to view sea otters in the wild. These visitors contribute an estimated $3 million in annual revenue to local coastal communities. Growing our program's capacity: In order to grow our Sea Otter Program, we've begun construction of our own Sea Otter Rehabilitation and Surrogacy Facility, which will provide both on-site holding pools and isolated ICU troughs for rescued otters - allowing our team to work toward expanding our capacity to rescue, rehabilitate, and release more otters. As sea otters continue to expand into their historical range, either through natural means or reintroduction efforts, our 2023 work highlights the benefits of their recovery for ecosystems and economies alike. Speaking out globally about plastic pollution policy: The Monterey Bay Aquarium continues to be a prominent and respected voice in the fight against plastic pollution both internationally and here at home. Chief Conservation and Science Officer Margaret Spring co-authored the 2023 report of the Minderoo-Monaco Commission on Plastics and Human Health and its chapter on social and environmental justice. She briefed global negotiators and the Biden-Harris Administration on its findings and recommendations regarding the harmful impacts of plastic on human health throughout its lifecycle, from production to disposal. She especially focused on the impact on vulnerable groups. The briefing included a call for a stronger U.S. plastic strategy domestically and in negotiations for an ambitious Global Plastic Treaty. A voice for the ocean in Washington, D.C.: In November, Executive Director Julie Packard brought the ocean to Washington, D.C. in a series of events that engaged legislators and staff on Capitol Hill, a full-house audience at the National Portrait Gallery, and key national and international journalists. Her appearances underscored the influence the Aquarium brings as a thought leader on crucial ocean issues. Julie partnered with the Benioff Ocean Institute, The Pew Charitable Trusts, and Earthjustice to introduce an expert panel that briefed Congressional staff on the threats posed by seabed mining. Later, Julie spoke at the State Department Foreign Press Center ahead of the COP28 climate negotiations, emphasizing the ocean's role as our primary defense against climate change. At the National Portrait Gallery, she joined environmental leaders Dolores Huerta, Dr. Dorceta Taylor, and Wawa Gatheru in a conversation moderated by NPR journalist Emily Kwong addressing the importance of environmental justice and climate action in shaping the future of the environmental movement. Consumer tools for sustainable seafood: Our consumer-facing sustainability ratings and outreach work over the past 25 years have helped build strong awareness and demand for sustainable seafood. When consumers ask for sustainable seafood, they prompt businesses to seek out sustainable options from suppliers and drive significant changes in how seafood is caught and farmed. That's why we continue to improve our consumer tools, to make our recommendations easier to understand and more accessible to use. Over the last year, we've developed digital versions of our popular National and West Coast pocket guides in both English and Spanish. In response to the demand for easy-to-use, species-centered information, we've created species guides to provide in-depth information about how and where to find sustainable options for some of the most popular seafood items served in the U.S. We've created guides for salmon, shrimp, tuna, shellfish, catfish, cod, crab, and mahi mahi. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $89,017,731 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 167 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 610 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ann Marie Nemanich | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8316484800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Cannery Row | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Julie Packard | ||||||||
| Executive Director | 28.0 | Yes (X) | Yes (X) | $399,916 | $0 | $44,604 | ||
| Stephen C Neal | ||||||||
| Chairman (thru June 2023) / Trustee | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Tegan Acton | ||||||||
| Trustee / Chairman (beg June 2023) | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ben Jealous | ||||||||
| Trustee (Beg June 2023, thru Nov 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Caroline Getty | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Scholin | ||||||||
| Ex-Officio Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Connie Martinez | ||||||||
| Trustee (thru June 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Eric Jensen | ||||||||
| Trustee (beg Mar 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Gideon Yu | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Greg Silverman | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa White | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Louise Stephens | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Wan | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Martha Martinez | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Mantell | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mike Gupta | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MRC Greenwood | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Pietro Parravano | ||||||||
| Trustee (thru June 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Samantha Campbell | ||||||||
| Trustee (thru Sept 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Orr | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| William Landreth | ||||||||
| Trustee (thru June 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Ann Marie Nemanich | ||||||||
| Chief Financial Officer (beg Feb 2023) | 40.0 | Yes (X) | $285,068 | $0 | $20,800 | |||
| Armando Vidal-Arata | ||||||||
| Exec. Office Ops Mgr | 40.0 | Yes (X) | $82,881 | $0 | $17,461 | |||
| Barbara Wright | ||||||||
| Secretary | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Bradley Rutherford | ||||||||
| Exec. VP and Deputy Dir. (Beg Nov 2023) | 40.0 | Yes (X) | $66,283 | $0 | $0 | |||
| Cynthia Vernon | ||||||||
| Chief Operating Officer (thru Jan 2023) | 40.0 | Yes (X) | $95,020 | $0 | $12,787 | |||
| Karin I Kiessling | ||||||||
| Board & Exec Office Sr Mg | 40.0 | Yes (X) | $112,533 | $0 | $20,045 | |||
| Robert T Young | ||||||||
| VP of Finance | 40.0 | Yes (X) | $281,093 | $0 | $56,644 | |||
| Christina Fekeci | ||||||||
| Chief Development Officer | 40.0 | $396,707 | $0 | $45,141 | Yes (X) | |||
| Dana M Allen-Greil | ||||||||
| Chief Marketing Officer | 40.0 | $242,202 | $0 | $57,487 | Yes (X) | |||
| Jon Hoech | ||||||||
| VP of Animal Care | 40.0 | $219,817 | $0 | $41,800 | Yes (X) | |||
| Margaret Spring | ||||||||
| Chief Conservation&Sci Officer | 40.0 | $252,510 | $0 | $46,810 | Yes (X) | |||
| Mary Beth Redmond-Jones | ||||||||
| VP of Exhibitions | 40.0 | $209,752 | $0 | $20,711 | Yes (X) | |||
| Teresa J Merry | ||||||||
| Chief Human Resources Officer | 40.0 | $238,213 | $0 | $43,187 | Yes (X) | |||
| Aimee L David | ||||||||
| VP US & CA Ocean Conservation | 40.0 | $197,625 | $0 | $29,195 | Yes (X) | |||
| Ann Dabovich | ||||||||
| VP of Gift Planning | 40.0 | $201,807 | $0 | $29,250 | Yes (X) | |||
| David E Rosenberg | ||||||||
| VP of Guest Experience | 40.0 | $193,155 | $0 | $16,607 | Yes (X) | |||
| Jennifer Dianto Kemmerly | ||||||||
| VP of Global Ocean Initiatives | 40.0 | $221,466 | $0 | $34,495 | Yes (X) | |||
| Pauline J Parrish | ||||||||
| Controller | 40.0 | $210,869 | $0 | $24,228 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,906,917 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $561,252 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 109 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Blach Construction Company | ||||||
| 2244 Blach Place | Suite 100 | San Jose | CA | 95131 | Construction | $7,207,737 |
| Service Systems Associates Inc | ||||||
| 4624 Central Park Blvd | Suite 100 | Denver | CO | 80238 | Retail and Culinary Service | $4,141,505 |
| Impacts Research | ||||||
| 1048 Sinclair Pointe | St Simons Island | GA | 31522 | Advertising | $3,713,756 | |
| Power Engineering Company | ||||||
| 1501 Viking Street | Suite 200 | Alameda | CA | 94501 | Construction | $3,055,183 |
| John F Otto Inc dba Otto Construction | ||||||
| 2150 Garden Rd A1 | Monterey | CA | 93940 | Construction | $1,697,262 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 74 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $13,668,686 | MembershipDuesAmt |
| Fundraising | $2,444,614 | FundraisingAmt |
| Government Grants | $304,163 | GovernmentGrantsAmt |
| All Other Contributions | $54,491,087 | AllOtherContributionsAmt |
| Noncash Contributions | $4,809,575 | NoncashContributionsAmt |
| Total Contributions | $70,908,550 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Admission fees | 611600 | $63,034,775 | $63,034,775 |
| Other Program Revenue | 900099 | $7,406,999 | $7,406,999 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,441,774 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,816,410 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,727 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,814,683 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,406,725 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,020,582 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $386,143 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $386,143 | TotalRevenueColumnAmt |
| Exclusion | $386,143 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $623,728,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $621,839,405 | SecuritiesAmt |
| Other | $21,833 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,888,595 | SecuritiesAmt |
| Other | -$21,833 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,866,762 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $147,178 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,719,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,128 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,444,614 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $589,340 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$554,212 | TotalRevenueColumnAmt |
| Exclusion | -$554,212 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Licensing Revenue | 900099 | $523,125 | $523,125 | |
| PARKING REVENUE | 812930 | $517,345 | $363,205 | $154,140 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,040,470 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,905,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,328,104 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $303,045 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,366,198 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,365 | TotalAmt |
| Program Services | $604,365 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,831 | TotalAmt |
| Program Services | $93,831 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,755 | TotalAmt |
| Program Services | $35,755 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,309,472 | TotalAmt |
| Program Services | $1,219,725 | ProgramServicesAmt |
| Management And General | $1,558,995 | ManagementAndGeneralAmt |
| Fundraising | $530,752 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,007,575 | TotalAmt |
| Program Services | $34,461,425 | ProgramServicesAmt |
| Management And General | $3,902,036 | ManagementAndGeneralAmt |
| Fundraising | $2,644,114 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,639,707 | TotalAmt |
| Program Services | $2,194,089 | ProgramServicesAmt |
| Management And General | $277,723 | ManagementAndGeneralAmt |
| Fundraising | $167,895 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,966,051 | TotalAmt |
| Program Services | $4,958,901 | ProgramServicesAmt |
| Management And General | $627,686 | ManagementAndGeneralAmt |
| Fundraising | $379,464 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,209,473 | TotalAmt |
| Program Services | $2,667,671 | ProgramServicesAmt |
| Management And General | $337,668 | ManagementAndGeneralAmt |
| Fundraising | $204,134 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,011 | TotalAmt |
| Program Services | $616,383 | ProgramServicesAmt |
| Management And General | $297,693 | ManagementAndGeneralAmt |
| Fundraising | $20,935 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,000 | TotalAmt |
| Management And General | $144,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,515 | TotalAmt |
| Program Services | $227,515 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,349 | TotalAmt |
| Fundraising | $132,349 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,379,969 | TotalAmt |
| Management And General | $1,379,969 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,854,032 | TotalAmt |
| Program Services | $8,430,381 | ProgramServicesAmt |
| Management And General | $1,127,837 | ManagementAndGeneralAmt |
| Fundraising | $1,295,814 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,203,368 | TotalAmt |
| Program Services | $7,194,926 | ProgramServicesAmt |
| Management And General | $8,442 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,932,002 | TotalAmt |
| Program Services | $2,498,863 | ProgramServicesAmt |
| Management And General | $47,242 | ManagementAndGeneralAmt |
| Fundraising | $385,897 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,469,946 | TotalAmt |
| Program Services | $4,868,128 | ProgramServicesAmt |
| Management And General | $563,298 | ManagementAndGeneralAmt |
| Fundraising | $38,520 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,420 | TotalAmt |
| Program Services | $32,420 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,588,598 | TotalAmt |
| Program Services | $6,669,199 | ProgramServicesAmt |
| Management And General | $522,988 | ManagementAndGeneralAmt |
| Fundraising | $396,411 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,814,465 | TotalAmt |
| Program Services | $1,537,664 | ProgramServicesAmt |
| Management And General | $216,921 | ManagementAndGeneralAmt |
| Fundraising | $59,880 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,767 | TotalAmt |
| Program Services | $101,917 | ProgramServicesAmt |
| Management And General | $4,398 | ManagementAndGeneralAmt |
| Fundraising | $2,452 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,837,562 | TotalAmt |
| Program Services | $9,569,491 | ProgramServicesAmt |
| Management And General | $2,247,489 | ManagementAndGeneralAmt |
| Fundraising | $20,582 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,661 | TotalAmt |
| Program Services | $906,992 | ProgramServicesAmt |
| Management And General | $44,671 | ManagementAndGeneralAmt |
| Fundraising | $5,998 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sponsorship and Gifts | Desc |
| Total | $286,958 | TotalAmt |
| Program Services | $128,090 | ProgramServicesAmt |
| Management And General | $152,578 | ManagementAndGeneralAmt |
| Fundraising | $6,290 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,770,852 | TotalAmt |
| Program Services | $89,017,731 | ProgramServicesAmt |
| Management And General | $13,461,634 | ManagementAndGeneralAmt |
| Fundraising | $6,291,487 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,922,459 | BOYAmt |
| EOY | $11,267,067 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,914,955 | BOYAmt |
| EOY | $55,987,009 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,849,919 | BOYAmt |
| EOY | $21,631,281 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,799,106 | BOYAmt |
| EOY | $3,782,786 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,735,608 | BOYAmt |
| EOY | $2,260,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $405,416,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $214,029,674 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,464,365 | BOYAmt |
| EOY | $191,386,461 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,266,631 | BOYAmt |
| EOY | $256,673,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,562,546 | BOYAmt |
| EOY | $191,572,764 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,432,034 | BOYAmt |
| EOY | $4,963,855 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,947,623 | BOYAmt |
| EOY | $739,524,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,950,075 | BOYAmt |
| EOY | $15,335,864 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,673,623 | BOYAmt |
| EOY | $8,837,495 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,371 | BOYAmt |
| EOY | $145,879 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,778,069 | BOYAmt |
| EOY | $24,319,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,981,612 | BOYAmt |
| EOY | $626,057,048 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,187,942 | BOYAmt |
| EOY | $89,148,128 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,169,554 | BOYAmt |
| EOY | $715,205,176 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,947,623 | BOYAmt |
| EOY | $739,524,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $47,135,045 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,997,662 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $33,184 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$130,269 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,820,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,321,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,269,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,111,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,908,550 | CurrentTaxYearAmt |
| Total | $325,431,824 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,820,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,321,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,269,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,111,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,908,550 | CurrentTaxYearAmt |
| Total | $325,431,824 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $52,684,122 | SubstantialContributorsTotAmt |
| Public Support Total170 | $272,747,702 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,856,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,485,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $681,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,784,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,223,135 | CurrentTaxYearAmt |
| Total | $24,031,180 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,704 | CurrentTaxYearAmt |
| Total | $168,884 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $349,631,888 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $229,080,658 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7801 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8131 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $227,515 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $227,515 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $88,790,216 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,017,731 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $128,075 | CurrentYearMinus3Amt |
| Current Year Minus2 | $134,425 | CurrentYearMinus2Amt |
| Current Year Minus1 | $239,889 | CurrentYearMinus1Amt |
| Current Year | $227,515 | CurrentYearAmt |
| Total | $729,904 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $291,763,757 | BeginningYearBalanceAmt |
| Contributions | $5,292,000 | ContributionsAmt |
| Investment Earnings Or Losses | $28,882,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$28,727,000 | OtherExpendituresAmt |
| End Year Balance | $354,664,757 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $334,361,757 | BeginningYearBalanceAmt |
| Contributions | $3,768,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$35,661,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,705,000 | OtherExpendituresAmt |
| End Year Balance | $291,763,757 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,525,757 | BeginningYearBalanceAmt |
| Contributions | $3,266,000 | ContributionsAmt |
| Investment Earnings Or Losses | $47,351,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,781,000 | OtherExpendituresAmt |
| End Year Balance | $334,361,757 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,572,483 | BeginningYearBalanceAmt |
| Contributions | $3,869,666 | ContributionsAmt |
| Investment Earnings Or Losses | $31,483,608 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,400,000 | OtherExpendituresAmt |
| End Year Balance | $293,525,757 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,228,187 | BeginningYearBalanceAmt |
| Contributions | $2,946,556 | ContributionsAmt |
| Investment Earnings Or Losses | $39,997,740 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,600,000 | OtherExpendituresAmt |
| End Year Balance | $267,572,483 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.857 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.103 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,510,679 | OtherCostOrOtherBasisAmt |
| Book Value | $40,510,679 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $227,658,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $127,836,514 | DepreciationAmt |
| Book Value | $99,821,921 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,756,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,201,155 | DepreciationAmt |
| Book Value | $8,555,422 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,490,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,992,005 | DepreciationAmt |
| Book Value | $42,498,439 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $191,386,461 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Equity Funds | $71,606,250 | F |
| Bond Funds | $6,777,757 | F |
| Hedge Funds | $17,095,006 | F |
| Nonmarketable Investments | $96,093,751 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $191,572,764 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Gift Annuity Payment Liability | $85,928 |
| Security Deposits from Tenants | $59,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $145,879 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $186,186,879 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,997,662 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $365,349 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$130,269 | OtherRevenueAmt |
| Revenue Not Reported | $26,232,742 | RevenueNotReportedAmt |
| Revenue Subtotal | $159,954,137 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,379,969 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$5,428,209 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$4,048,240 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $155,905,897 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $113,151,257 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $332,165 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $5,428,209 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,760,374 | ExpensesNotReportedAmt |
| Expenses Subtotal | $107,390,883 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,379,969 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,379,969 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $108,770,852 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE EARNINGS OF THE AQUARIUM'S ENDOWMENT FUNDS SUPPORT EDUCATION AND CONSERVATION PROGRAMS AND THE MISSION OF THE AQUARIUM. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Monterey Bay Aquarium Foundation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code; however, it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Aquarium is also exempt from California state franchise taxes under Section 23701(d) of the California Revenue and Taxation Code. As of December 31, 2023, management evaluated the Aquarium's tax provisions and concluded that the Aquarium had maintained its tax-exempt status and had taken no material uncertain tax positions that require adjustment to or disclosure in the financial statements. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Unrealized Gain/(Loss) on Interest in Charitable Remainder Trust - -78449 Change in allowance for Uncollectible pledges - -51820 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Rental expenses - -1020582 Fundraising event expenses - -589340 Cost of Goods Sold - -3818287 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Rental expenses - 1020582 Fundraising event expenses - 589340 Cost of Goods Sold - 3818287 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Conferences/Consults | $4,792 |
| Central America and the Caribbean | 0 | 0 | Investments | $87,153,223 | |
| East Asia and the Pacific | 0 | 0 | Program Services | Conferences/Consults | $15,476 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Conferences/Consults | $79,486 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $18,550,478 | |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Conferences/Consults | $22,430 |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | Research | $35,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $105,861,640 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $105,861,640 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| North America (Canada & Mexico only) | Research | $25,255 | Wire Transfer |
| North America (Canada & Mexico only) | Research | $10,500 | Wire Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | THE AQUARIUM REQUIRES POTENTIAL GRANT RECIPIENTS TO SUBMIT FORMAL APPLICATIONS WHICH ARE REVIEWED BY THE PROGRAM MANAGER FOR CONSISTENCY WITH THE AQUARIUM'S MISSION AND COMPLIANCE WITH THE ANNUAL BUDGET. FURTHERMORE, THE AQUARIUM REQUIRES A WRITTEN REPORT FROM THE GRANTEE PROVIDING DETAIL ABOUT HOW FUNDS WERE USED TO ACCOMPLISH THE GRANT OBJECTIVES. REPORTS ARE REVIEWED BY THE PROGRAM MANAGER FOR COMPLIANCE WITH GRANT CONDITIONS. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Gross ReceiptsGrossReceiptsAmt |
|---|---|---|---|---|---|---|---|---|
| Feldstein CO LLC | ||||||||
| 601 Skokie BLVD Suite 103 | Northbrook | IL | 60063 | Consulting/marketing | false | $113,436 | -$113,436 | |
| S D & A TELESERVICES | ||||||||
| 57 West Century BLVD STE 300 | Los Angeles | CA | 90045 | Telemarketing | false | $18,914 | $61 | $18,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $18,975 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $132,350 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$113,375 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | David Packard Award Dinner | Event1Nm |
| Gross Receipts Event1 | $2,479,742 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,444,614 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $35,128 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $15,416 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $238,443 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $155,990 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,771 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $175,720 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $2,479,742 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,444,614 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $35,128 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $15,416 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $238,443 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $155,990 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,771 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $175,720 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $589,340 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$554,212 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Monterey Bay Aquarium Research Institute | |||||||
| 7700 SANDHOLDT RD | Moss Landing | CA | 95039 | 770150580 | 501(c)(3) | $500,000 | Research |
| Planet Women | |||||||
| 9720 COPPERTOP LOOP NE 104 | BAINBRIDGE ISLAND | WA | 981103690 | 270726824 | 501(c)(3) | $25,000 | Research |
| Resources Legacy Fund | |||||||
| 400 Capitol Mall Suite 2150 | Sacramento | CA | 95814 | 954703838 | 501(c)(3) | $7,000 | Research |
| UC Regents of San Diego | |||||||
| 9500 Gilman Drive MC 0955 | La Jolla | CA | 92093 | 956006144 | 501(c)(3) | $39,552 | Research |
| University of California Santa Cruz | |||||||
| 1156 High Street | Santa Cruz | CA | 950641077 | 941539563 | 501(c)(3) | $15,813 | Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| INDIVIDUAL SCHOLARSHIP | 11 | $61,831 |
| STIPENDS | 79 | $32,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | THE AQUARIUM REQUIRES POTENTIAL GRANT RECIPIENTS TO SUBMIT FORMAL APPLICATIONS WHICH ARE REVIEWED BY THE PROGRAM MANAGER FOR CONSISTENCY WITH THE AQUARIUM'S MISSION AND COMPLIANCE WITH THE ANNUAL BUDGET. FURTHERMORE, THE AQUARIUM REQUIRES A WRITTEN REPORT FROM THE GRANTEE PROVIDING DETAIL ABOUT HOW FUNDS WERE USED TO ACCOMPLISH THE GRANT OBJECTIVES. REPORTS ARE REVIEWED BY THE PROGRAM MANAGER FOR COMPLIANCE WITH GRANT CONDITIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julie Packard | ||||||||||||||
| Executive Director | $394,090 | $0 | $1,500 | $0 | $4,326 | $0 | $31,675 | $0 | $12,929 | $0 | $444,520 | $0 | $0 | $0 |
| Ann Marie Nemanich | ||||||||||||||
| Chief Financial Officer (beg Feb 2023) | $249,463 | $0 | $33,000 | $0 | $2,605 | $0 | $8,308 | $0 | $12,492 | $0 | $305,868 | $0 | $0 | $0 |
| Robert T Young | ||||||||||||||
| VP of Finance | $195,778 | $0 | $84,302 | $0 | $1,013 | $0 | $16,929 | $0 | $39,715 | $0 | $337,737 | $0 | $0 | $0 |
| Christina Fekeci | ||||||||||||||
| Chief Development Officer | $379,880 | $0 | $12,172 | $0 | $4,655 | $0 | $30,658 | $0 | $14,483 | $0 | $441,848 | $0 | $0 | $0 |
| Margaret Spring | ||||||||||||||
| Chief Conservation&Sci Officer | $246,796 | $0 | $3,000 | $0 | $2,714 | $0 | $20,400 | $0 | $26,410 | $0 | $299,320 | $0 | $0 | $0 |
| Dana M Allen-Greil | ||||||||||||||
| Chief Marketing Officer | $237,492 | $0 | $3,000 | $0 | $1,710 | $0 | $19,942 | $0 | $37,545 | $0 | $299,689 | $0 | $0 | $0 |
| Teresa J Merry | ||||||||||||||
| Chief Human Resources Officer | $230,576 | $0 | $3,000 | $0 | $4,637 | $0 | $18,942 | $0 | $24,245 | $0 | $281,400 | $0 | $0 | $0 |
| Jon Hoech | ||||||||||||||
| VP of Animal Care | $212,365 | $0 | $3,000 | $0 | $4,452 | $0 | $17,480 | $0 | $24,320 | $0 | $261,617 | $0 | $0 | $0 |
| Mary Beth Redmond-Jones | ||||||||||||||
| VP of Exhibitions | $203,459 | $0 | $3,000 | $0 | $3,293 | $0 | $16,521 | $0 | $4,190 | $0 | $230,463 | $0 | $0 | $0 |
| Jennifer Dianto Kemmerly | ||||||||||||||
| VP of Global Ocean Initiatives | $216,483 | $0 | $3,000 | $0 | $1,983 | $0 | $17,829 | $0 | $16,666 | $0 | $255,961 | $0 | $0 | $0 |
| Pauline J Parrish | ||||||||||||||
| Controller | $206,092 | $0 | $3,000 | $0 | $1,777 | $0 | $9,047 | $0 | $15,181 | $0 | $235,097 | $0 | $0 | $0 |
| Ann Dabovich | ||||||||||||||
| VP of Gift Planning | $194,522 | $0 | $3,000 | $0 | $4,285 | $0 | $15,829 | $0 | $13,421 | $0 | $231,057 | $0 | $0 | $0 |
| Aimee L David | ||||||||||||||
| VP US & CA Ocean Conservation | $192,236 | $0 | $3,000 | $0 | $2,389 | $0 | $15,646 | $0 | $13,549 | $0 | $226,820 | $0 | $0 | $0 |
| David E Rosenberg | ||||||||||||||
| VP of Guest Experience | $187,488 | $0 | $3,000 | $0 | $2,667 | $0 | $15,039 | $0 | $1,568 | $0 | $209,762 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | CERTAIN EMPLOYEES RECEIVED TAX GROSS-UP PAYMENTS FOR MILESTONE SERVICE AWARDS RECEIVED DURING THE COURSE OF THE 2023 CALENDAR YEAR. SUCH PAYMENTS WERE TREATED AS TAXABLE INCOME ON THE EMPLOYEE'S FORM W-2 AND REPORTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN B(III). |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | AS PART OF THE AQUARIUM'S WELLNESS PROGRAM, ALL EMPLOYEES (INCLUDING THE LISTED EMPLOYEES IN PART VII, SECTION A) ARE ELIGIBLE TO RECEIVE A SUBSIDY FOR FITNESS CENTER DUES IF THE EMPLOYEE MEETS CERTAIN WELLNESS PROGRAM REQUIREMENTS. SINCE THIS TYPE OF SUBSIDY IS CONSIDERED A TAXABLE FRINGE BENEFIT, THE AQUARIUM GROSSES-UP THESE SUBSIDIES TO COVER THE EMPLOYEE'S TAXES. SUCH PAYMENTS WERE TREATED AS TAXABLE INCOME ON THE EMPLOYEE'S FORM W-2 AND REPORTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN B(III). |
| Schedule J, Part I, Line 7 Non-fixed payments | Certain Officers were awarded a sign on or stay bonus during 2023 as determined by the Board of directors. This Bonus is included in the amount REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN B(II). |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 102 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,776,830 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1398 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,745 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - number of contributions Food inventory - number of items | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Julie Packard, Chris Scholin, Barbara Wright, and Lisa White - Business relationship, Julie Packard and Louise Stephens - Family relationship, Julie Packard and Louise Stephens - Business relationship, Michael Mantell and Mark Wan - Business relationship, Greg Silverman and Gideon Yu - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Aquarium's Controller provides all information needed for the Form 990 to Crowe LLP based on audited financial statements. Crowe prepares and reviews the Form 990 and provides a draft which is revewed by the Controller, CFO, Secretary and Legal Counsel, and Executive Director with revisions incorporated as needed. Upon acceptance of the final version, the 990 is shared first with the Audit Committee for its review and then distributed to the full board prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The Executive Director's office assures that all disclosure forms (and mitigation plans, if applicable) have been received from all trustees and officers by January 31 of each year, prepares a summary of disclosures, and forwards the completed forms and the summary to the Aquarium's conflicts review panel, consisting of the Executive Director, legal counsel, Chief Human Resources Officer, and Chief Financial Officer (CFO). Trustees and Officers also acknowledge receipt and understanding of the Aquarium's COI policy in conjunction with providing the annual disclosures. Following review by the panel, the panel's findings and the disclosures are provided to the Board's Audit Committee, which reviews the disclosures and makes a report to the Board at its March meeting. Both the panel and the Audit Committee annually evaluate the effectiveness of the process. The CFO and Controller assure appropriate reporting to the external auditors and tax preparer. Trustees and officers have a continuing duty to make additional disclosures throughout the year if warranted. Employee Code of Ethical Conduct Policy - The Chief Human Resources Officer forwards the code, which includes a section on conflicts of interest, to all managers in early January each year, and assures that each manager responds that they have read it and are in compliance by January 31. Managers are also required to disclose any interests which could give rise to conflict, and to assure that any staff in their areas with interests which could give rise to conflict has done the same. Disclosures (and mitigation plans, if applicable) are reviewed by the Executive Director, Chief Human Resources Officer and CFO by March. This team also evaluates the effectiveness of the process. The CFO assures appropriate reporting to the external auditors and tax preparer. Employees have a continuing duty to make additional disclosures throughout the year if warranted. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The Board of Trustees maintains a performance evaluation process for the Chief Executive Officer, referred to as the Executive Director, who is a member of the Board. The Board's Executive Compensation Committee, comprised of independent trustees, reviews the CEO's performance with input from other board members, and recommends the compensation of the CEO to the Board. The Committee obtains and reviews market survey data from several independent organizations containing data for comparable positions at comparable organizations. The Committee provides the performance review and comparable salary information to the Board and recommends the CEO's compensation. Based upon the performance review and comparable salary information, the independent members of the Board determine that the compensation is fair, just and reasonable and then approve total compensation for the CEO. THE REVIEW AND APPROVAL IS CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE EXECUTIVE COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT TRUSTEES PERIODICALLY OBTAINS A MARKET SURVEY FROM AN INDEPENDENT COMPENSATION CONSULTANT AND REVIEWS DATA FROM SEVERAL INDEPENDENT ORGANIZATIONS FOR COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS. THE COMMITTEE APPROVES THE TOTAL COMPENSATION STRATEGY FOR THE AQUARIUM, CONSISTENT WITH ITS MISSION AND VALUES. THE BOARD DELEGATED TO THE EXECUTIVE COMPENSATION COMMITTEE THE APPROVAL OF COMPENSATION FOR THE CHIEF FINANCIAL OFFICER, WHO IS NOT A MEMBER OF THE BOARD. THE COMMITTEE REVIEWS THE PERFORMANCE OF THE CHIEF FINANCIAL OFFICER, AND BASED UPON THE PERFORMANCE AND COMPARABLE SALARY INFORMATION, THE COMMITTEE DETERMINES THAT THE COMPENSATION IS FAIR, JUST AND REASONABLE, AND APPROVES COMPENSATION FOR THE CFO. THE COMMITTEE REVIEWS THE PROPOSED COMPENSATION OF ANY OTHER OFFICER OR SENIOR STAFF REPORTING TO THE EXECUTIVE DIRECTOR/CEO, OR WHO IS HIGHLY COMPENSATED AS SPECIFICALLY REPORTED ON THE FORM 990. THE REVIEW AND APPROVAL ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE COMMITTEE MEETING. |
| Form 990, Part VI, Line 19 Required documents available to the public | The Aquarium makes its audited financial statements and form 990 for the most recent three years available to the public by posting on its website. The conflicts of interest policy and governing documents are provided upon request within two business days. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Unrealized Gain (Loss) on Interest in Charitable Remainder Trust - -78449; Change in allowance for Uncollectible pledges - -51820; |
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