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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T14:07:41+00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 Market Street Suite 3300AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941055829ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942487469EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Monterey Bay Aquarium FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone8316484800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1886 Cannery RowAddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT YOUNGPersonNm
Person TitleINTERIM CFOPersonTitleTxt
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDiane KirmaciPreparerPersonNm
PTINP01578407PTIN
Phone4155761100PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Julie PackardBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1886 Cannery RowAddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$779,377,057GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.montereybayaquarium.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionThe 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 Body16VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee610TotalEmployeeCnt
Total Volunteers1097TotalVolunteersCnt
Total Gross UBI$303,045TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$40,704NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$65,111,538PYContributionsGrantsAmt
CY Contributions Grants$70,908,550CYContributionsGrantsAmt
PY Program Service Revenue$57,368,044PYProgramServiceRevenueAmt
CY Program Service Revenue$70,441,774CYProgramServiceRevenueAmt
PY Investment Income$84,696,477PYInvestmentIncomeAmt
CY Investment Income$13,683,172CYInvestmentIncomeAmt
PY Other Revenue$1,287,290PYOtherRevenueAmt
CY Other Revenue$872,401CYOtherRevenueAmt
PY Total Revenue$208,463,349PYTotalRevenueAmt
CY Total Revenue$155,905,897CYTotalRevenueAmt
PY Grants And Similar Paid$255,598PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$733,951CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$47,304,483PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$56,132,278CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$286,840PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$132,349CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,291,487CYTotalFundraisingExpenseAmt
PY Other Expenses$44,750,621PYOtherExpensesAmt
CY Other Expenses$51,772,274CYOtherExpensesAmt
PY Total Expenses$92,597,542PYTotalExpensesAmt
CY Total Expenses$108,770,852CYTotalExpensesAmt
PY Revenues Less Expenses$115,865,807PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$47,135,045CYRevenuesLessExpensesAmt
Total Assets BOY$663,947,623TotalAssetsBOYAmt
Total Assets EOY$739,524,414TotalAssetsEOYAmt
Total Liabilities BOY$21,778,069TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,319,238TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$642,169,554NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$715,205,176NetAssetsOrFundBalancesEOYAmt
MissionThe 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$55,513,859ExpenseAmt
Grant$596,120GrantAmt
Revenue$70,797,229RevenueAmt
DescMarine 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

FieldValueIRS element (for citing)
Expense$21,742,877ExpenseAmt
Grant$123,831GrantAmt
Revenue$0RevenueAmt
DescEducation 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

FieldValueIRS element (for citing)
Expense$11,760,995ExpenseAmt
Grant$14,000GrantAmt
Revenue$523,125RevenueAmt
DescConservation 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
FieldValueIRS element (for citing)
Total Program Service Expenses$89,017,731TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document167IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee610EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ann Marie NemanichBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8316484800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1886 Cannery RowAddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Julie Packard
Executive Director28.0Yes (X)Yes (X)$399,916$0$44,604
Stephen C Neal
Chairman (thru June 2023) / Trustee1.0Yes (X)Yes (X)$0$0$0
Tegan Acton
Trustee / Chairman (beg June 2023)1.0Yes (X)Yes (X)$0$0$0
Ben Jealous
Trustee (Beg June 2023, thru Nov 2023)1.0Yes (X)$0$0$0
Caroline Getty
Trustee1.0Yes (X)$0$0$0
Chris Scholin
Ex-Officio Trustee1.0Yes (X)$0$0$0
Connie Martinez
Trustee (thru June 2023)1.0Yes (X)$0$0$0
Eric Jensen
Trustee (beg Mar 2023)1.0Yes (X)$0$0$0
Gideon Yu
Trustee1.0Yes (X)$0$0$0
Greg Silverman
Trustee1.0Yes (X)$0$0$0
Lisa White
Trustee1.0Yes (X)$0$0$0
Louise Stephens
Trustee1.0Yes (X)$0$0$0
Mark Wan
Trustee1.0Yes (X)$0$0$0
Martha Martinez
Trustee1.0Yes (X)$0$0$0
Michael Mantell
Trustee1.0Yes (X)$0$0$0
Mike Gupta
Trustee1.0Yes (X)$0$0$0
MRC Greenwood
Trustee1.0Yes (X)$0$0$0
Pietro Parravano
Trustee (thru June 2023)1.0Yes (X)$0$0$0
Samantha Campbell
Trustee (thru Sept 2023)1.0Yes (X)$0$0$0
Susan Orr
Trustee1.0Yes (X)$0$0$0
William Landreth
Trustee (thru June 2023)1.0Yes (X)$0$0$0
Ann Marie Nemanich
Chief Financial Officer (beg Feb 2023)40.0Yes (X)$285,068$0$20,800
Armando Vidal-Arata
Exec. Office Ops Mgr40.0Yes (X)$82,881$0$17,461
Barbara Wright
Secretary1.0Yes (X)$0$0$0
Bradley Rutherford
Exec. VP and Deputy Dir. (Beg Nov 2023)40.0Yes (X)$66,283$0$0
Cynthia Vernon
Chief Operating Officer (thru Jan 2023)40.0Yes (X)$95,020$0$12,787
Karin I Kiessling
Board & Exec Office Sr Mg40.0Yes (X)$112,533$0$20,045
Robert T Young
VP of Finance40.0Yes (X)$281,093$0$56,644
Christina Fekeci
Chief Development Officer40.0$396,707$0$45,141Yes (X)
Dana M Allen-Greil
Chief Marketing Officer40.0$242,202$0$57,487Yes (X)
Jon Hoech
VP of Animal Care40.0$219,817$0$41,800Yes (X)
Margaret Spring
Chief Conservation&Sci Officer40.0$252,510$0$46,810Yes (X)
Mary Beth Redmond-Jones
VP of Exhibitions40.0$209,752$0$20,711Yes (X)
Teresa J Merry
Chief Human Resources Officer40.0$238,213$0$43,187Yes (X)
Aimee L David
VP US & CA Ocean Conservation40.0$197,625$0$29,195Yes (X)
Ann Dabovich
VP of Gift Planning40.0$201,807$0$29,250Yes (X)
David E Rosenberg
VP of Guest Experience40.0$193,155$0$16,607Yes (X)
Jennifer Dianto Kemmerly
VP of Global Ocean Initiatives40.0$221,466$0$34,495Yes (X)
Pauline J Parrish
Controller40.0$210,869$0$24,228Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,906,917TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$561,252TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K109IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Blach Construction Company
2244 Blach PlaceSuite 100San JoseCA95131Construction$7,207,737
Service Systems Associates Inc
4624 Central Park BlvdSuite 100DenverCO80238Retail and Culinary Service$4,141,505
Impacts Research
1048 Sinclair PointeSt Simons IslandGA31522Advertising$3,713,756
Power Engineering Company
1501 Viking StreetSuite 200AlamedaCA94501Construction$3,055,183
John F Otto Inc dba Otto Construction
2150 Garden Rd A1MontereyCA93940Construction$1,697,262
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K74CntrctRcvdGreaterThan100KCnt
Membership Dues$13,668,686MembershipDuesAmt
Fundraising$2,444,614FundraisingAmt
Government Grants$304,163GovernmentGrantsAmt
All Other Contributions$54,491,087AllOtherContributionsAmt
Noncash Contributions$4,809,575NoncashContributionsAmt
Total Contributions$70,908,550TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Admission fees611600$63,034,775$63,034,775
Other Program Revenue900099$7,406,999$7,406,999

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$70,441,774TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,816,410TotalRevenueColumnAmt
Unrelated Business Revenue$1,727UnrelatedBusinessRevenueAmt
Exclusion$11,814,683ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,406,725RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,020,582RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$386,143RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$386,143TotalRevenueColumnAmt
Exclusion$386,143ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$623,728,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$621,839,405SecuritiesAmt
Other$21,833OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,888,595SecuritiesAmt
Other-$21,833OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,866,762TotalRevenueColumnAmt
Unrelated Business Revenue$147,178UnrelatedBusinessRevenueAmt
Exclusion$1,719,584ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$35,128FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,444,614ContriRptFundraisingEventAmt
Fundraising Direct Expenses$589,340FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$554,212TotalRevenueColumnAmt
Exclusion-$554,212ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Licensing Revenue900099$523,125$523,125
PARKING REVENUE812930$517,345$363,205$154,140

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,040,470OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,905,897TotalRevenueColumnAmt
Related Or Exempt Func Income$71,328,104RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$303,045UnrelatedBusinessRevenueAmt
Exclusion$13,366,198ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$604,365TotalAmt
Program Services$604,365ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$93,831TotalAmt
Program Services$93,831ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$35,755TotalAmt
Program Services$35,755ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,309,472TotalAmt
Program Services$1,219,725ProgramServicesAmt
Management And General$1,558,995ManagementAndGeneralAmt
Fundraising$530,752FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$41,007,575TotalAmt
Program Services$34,461,425ProgramServicesAmt
Management And General$3,902,036ManagementAndGeneralAmt
Fundraising$2,644,114FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,639,707TotalAmt
Program Services$2,194,089ProgramServicesAmt
Management And General$277,723ManagementAndGeneralAmt
Fundraising$167,895FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,966,051TotalAmt
Program Services$4,958,901ProgramServicesAmt
Management And General$627,686ManagementAndGeneralAmt
Fundraising$379,464FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,209,473TotalAmt
Program Services$2,667,671ProgramServicesAmt
Management And General$337,668ManagementAndGeneralAmt
Fundraising$204,134FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$935,011TotalAmt
Program Services$616,383ProgramServicesAmt
Management And General$297,693ManagementAndGeneralAmt
Fundraising$20,935FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$144,000TotalAmt
Management And General$144,000ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$227,515TotalAmt
Program Services$227,515ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$132,349TotalAmt
Fundraising$132,349FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,379,969TotalAmt
Management And General$1,379,969ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,854,032TotalAmt
Program Services$8,430,381ProgramServicesAmt
Management And General$1,127,837ManagementAndGeneralAmt
Fundraising$1,295,814FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,203,368TotalAmt
Program Services$7,194,926ProgramServicesAmt
Management And General$8,442ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,932,002TotalAmt
Program Services$2,498,863ProgramServicesAmt
Management And General$47,242ManagementAndGeneralAmt
Fundraising$385,897FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,469,946TotalAmt
Program Services$4,868,128ProgramServicesAmt
Management And General$563,298ManagementAndGeneralAmt
Fundraising$38,520FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$32,420TotalAmt
Program Services$32,420ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,588,598TotalAmt
Program Services$6,669,199ProgramServicesAmt
Management And General$522,988ManagementAndGeneralAmt
Fundraising$396,411FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,814,465TotalAmt
Program Services$1,537,664ProgramServicesAmt
Management And General$216,921ManagementAndGeneralAmt
Fundraising$59,880FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$108,767TotalAmt
Program Services$101,917ProgramServicesAmt
Management And General$4,398ManagementAndGeneralAmt
Fundraising$2,452FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,837,562TotalAmt
Program Services$9,569,491ProgramServicesAmt
Management And General$2,247,489ManagementAndGeneralAmt
Fundraising$20,582FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$957,661TotalAmt
Program Services$906,992ProgramServicesAmt
Management And General$44,671ManagementAndGeneralAmt
Fundraising$5,998FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescSponsorship and GiftsDesc
Total$286,958TotalAmt
Program Services$128,090ProgramServicesAmt
Management And General$152,578ManagementAndGeneralAmt
Fundraising$6,290FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$108,770,852TotalAmt
Program Services$89,017,731ProgramServicesAmt
Management And General$13,461,634ManagementAndGeneralAmt
Fundraising$6,291,487FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,922,459BOYAmt
EOY$11,267,067EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$31,914,955BOYAmt
EOY$55,987,009EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,849,919BOYAmt
EOY$21,631,281EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,799,106BOYAmt
EOY$3,782,786EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,735,608BOYAmt
EOY$2,260,191EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$405,416,135LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$214,029,674LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$182,464,365BOYAmt
EOY$191,386,461EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$270,266,631BOYAmt
EOY$256,673,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$148,562,546BOYAmt
EOY$191,572,764EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,432,034BOYAmt
EOY$4,963,855EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$663,947,623BOYAmt
EOY$739,524,414EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,950,075BOYAmt
EOY$15,335,864EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,673,623BOYAmt
EOY$8,837,495EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$154,371BOYAmt
EOY$145,879EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,778,069BOYAmt
EOY$24,319,238EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$563,981,612BOYAmt
EOY$626,057,048EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$78,187,942BOYAmt
EOY$89,148,128EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$642,169,554BOYAmt
EOY$715,205,176EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$663,947,623BOYAmt
EOY$739,524,414EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$47,135,045ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$25,997,662NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$33,184DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets-$130,269OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,820,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,321,983CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,269,366CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,111,538CurrentTaxYearMinus1YearAmt
Current Tax Year$70,908,550CurrentTaxYearAmt
Total$325,431,824TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,820,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,321,983CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,269,366CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,111,538CurrentTaxYearMinus1YearAmt
Current Tax Year$70,908,550CurrentTaxYearAmt
Total$325,431,824TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$52,684,122SubstantialContributorsTotAmt
Public Support Total170$272,747,702PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,856,805CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,485,246CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$681,088CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,784,906CurrentTaxYearMinus1YearAmt
Current Tax Year$13,223,135CurrentTaxYearAmt
Total$24,031,180TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$960CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110,732CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,936CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$552CurrentTaxYearMinus1YearAmt
Current Tax Year$40,704CurrentTaxYearAmt
Total$168,884TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$349,631,888TotalSupportAmt
Gross Receipts Rltd Activities$229,080,658GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7801PublicSupportCY170Pct
Public Support PY1700.8131PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$227,515FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$227,515FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$88,790,216FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$89,017,731FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$128,075CurrentYearMinus3Amt
Current Year Minus2$134,425CurrentYearMinus2Amt
Current Year Minus1$239,889CurrentYearMinus1Amt
Current Year$227,515CurrentYearAmt
Total$729,904TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$291,763,757BeginningYearBalanceAmt
Contributions$5,292,000ContributionsAmt
Investment Earnings Or Losses$28,882,000InvestmentEarningsOrLossesAmt
Other Expenditures-$28,727,000OtherExpendituresAmt
End Year Balance$354,664,757EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$334,361,757BeginningYearBalanceAmt
Contributions$3,768,000ContributionsAmt
Investment Earnings Or Losses-$35,661,000InvestmentEarningsOrLossesAmt
Other Expenditures$10,705,000OtherExpendituresAmt
End Year Balance$291,763,757EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$293,525,757BeginningYearBalanceAmt
Contributions$3,266,000ContributionsAmt
Investment Earnings Or Losses$47,351,000InvestmentEarningsOrLossesAmt
Other Expenditures$9,781,000OtherExpendituresAmt
End Year Balance$334,361,757EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$267,572,483BeginningYearBalanceAmt
Contributions$3,869,666ContributionsAmt
Investment Earnings Or Losses$31,483,608InvestmentEarningsOrLossesAmt
Other Expenditures$9,400,000OtherExpendituresAmt
End Year Balance$293,525,757EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$233,228,187BeginningYearBalanceAmt
Contributions$2,946,556ContributionsAmt
Investment Earnings Or Losses$39,997,740InvestmentEarningsOrLossesAmt
Other Expenditures$8,600,000OtherExpendituresAmt
End Year Balance$267,572,483EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.857BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.103PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.04TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,510,679OtherCostOrOtherBasisAmt
Book Value$40,510,679BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$227,658,435OtherCostOrOtherBasisAmt
Depreciation$127,836,514DepreciationAmt
Book Value$99,821,921BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$42,756,577OtherCostOrOtherBasisAmt
Depreciation$34,201,155DepreciationAmt
Book Value$8,555,422BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$94,490,444OtherCostOrOtherBasisAmt
Depreciation$51,992,005DepreciationAmt
Book Value$42,498,439BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$191,386,461TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Equity Funds$71,606,250F
Bond Funds$6,777,757F
Hedge Funds$17,095,006F
Nonmarketable Investments$96,093,751F
FieldValueIRS element (for citing)
Total Book Value Securities$191,572,764TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Gift Annuity Payment Liability$85,928
Security Deposits from Tenants$59,951
FieldValueIRS element (for citing)
Total Liability$145,879TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$186,186,879TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$25,997,662NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$365,349DonatedServicesAndUseFcltsAmt
Other Revenue-$130,269OtherRevenueAmt
Revenue Not Reported$26,232,742RevenueNotReportedAmt
Revenue Subtotal$159,954,137RevenueSubtotalAmt
Investment Expenses Not Incld$1,379,969InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$5,428,209OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$4,048,240RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$155,905,897TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$113,151,257TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$332,165DonatedServicesUseFcltsAmt
Other Expenses Included$5,428,209OtherExpensesIncludedAmt
Expenses Not Reported$5,760,374ExpensesNotReportedAmt
Expenses Subtotal$107,390,883ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,379,969InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,379,969ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$108,770,852TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE 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) footnoteThe 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 990Unrealized 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 statementsRental 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 990Rental expenses - 1020582 Fundraising event expenses - 589340 Cost of Goods Sold - 3818287

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesConferences/Consults$4,792
Central America and the Caribbean00Investments$87,153,223
East Asia and the Pacific00Program ServicesConferences/Consults$15,476
Europe (Including Iceland and Greenland)00Program ServicesConferences/Consults$79,486
Europe (Including Iceland and Greenland)00Investments$18,550,478
North America (Canada & Mexico only)00Program ServicesConferences/Consults$22,430
North America (Canada & Mexico only)00GrantmakingResearch$35,755
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$105,861,640SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$105,861,640TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
North America (Canada & Mexico only)Research$25,255Wire Transfer
North America (Canada & Mexico only)Research$10,500Wire Transfer
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsTHE 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 statementsCENTRAL 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 statementsNORTH AMERICA (CANADA & MEXICO ONLY)-Accrual

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmtGross ReceiptsGrossReceiptsAmt
Feldstein CO LLC
601 Skokie BLVD Suite 103NorthbrookIL60063Consulting/marketingfalse$113,436-$113,436
S D & A TELESERVICES
57 West Century BLVD STE 300Los AngelesCA90045Telemarketingfalse$18,914$61$18,975
FieldValueIRS element (for citing)
Total Gross Receipts$18,975TotalGrossReceiptsAmt
Total Retained By Contractors$132,350TotalRetainedByContractorsAmt
Total Net To Organization-$113,375TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1David Packard Award DinnerEvent1Nm
Gross Receipts Event1$2,479,742GrossReceiptsEvent1Amt
Charitable Contri Event1$2,444,614CharitableContriEvent1Amt
Gross Revenue Event1$35,128GrossRevenueEvent1Amt
Non Cash Prizes Event1$15,416NonCashPrizesEvent1Amt
Rent Facility Costs Event1$238,443RentFacilityCostsEvent1Amt
Food And Beverage Event1$155,990FoodAndBeverageEvent1Amt
Entertainment Event1$3,771EntertainmentEvent1Amt
Other Direct Expenses Event1$175,720OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$2,479,742GrossReceiptsTotalAmt
Charitable Contributions Tot$2,444,614CharitableContributionsTotAmt
Gross Revenue Total Events$35,128GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$15,416NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$238,443RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$155,990FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,771EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$175,720OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$589,340DirectExpenseSummaryEventsAmt
Net Income Summary-$554,212NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Monterey Bay Aquarium Research Institute
7700 SANDHOLDT RDMoss LandingCA95039770150580501(c)(3)$500,000Research
Planet Women
9720 COPPERTOP LOOP NE 104BAINBRIDGE ISLANDWA981103690270726824501(c)(3)$25,000Research
Resources Legacy Fund
400 Capitol Mall Suite 2150SacramentoCA95814954703838501(c)(3)$7,000Research
UC Regents of San Diego
9500 Gilman Drive MC 0955La JollaCA92093956006144501(c)(3)$39,552Research
University of California Santa Cruz
1156 High StreetSanta CruzCA950641077941539563501(c)(3)$15,813Research
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
INDIVIDUAL SCHOLARSHIP11$61,831
STIPENDS79$32,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsCERTAIN 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 feesAS 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 paymentsCertain 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution102ContributionCnt
Noncash Contributions Rpt F990$4,776,830NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1398ContributionCnt
Noncash Contributions Rpt F990$32,745NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - number of contributions Food inventory - number of itemsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJulie 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 bodyThe 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 policyThe 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 officialThe 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 employeesTHE 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 publicThe 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 balancesUnrealized Gain (Loss) on Interest in Charitable Remainder Trust - -78449; Change in allowance for Uncollectible pledges - -51820;

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.