2023-11-13T08:14:27-06:00 2022-12-31 580673524 MSTILLER LLC 1960 SATELLITE BLVD SUITE 3600 DULUTH GA 30097 990 2022-01-01 582574918 GEORGIA AQUARIUM INC & SUBSIDIARY GEOR 4045814000 225 BAKER STREET NW ATLANTA GA 30313 CHRISTINA D ROBINSON SR VICE PRESIDENT/CFO 4045814000 2023-11-09 1 CHRISTINA ROBINSON 999009999 0 GREGORY W HAYES P00054246 7709958800 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINA D ROBINSON 225 BAKER STREET NW ATLANTA GA 30313 133074275 0 X HTTP://WWW.GEORGIAAQUARIUM.ORG/ X 2000 GA GEORGIA AQUARIUM IS A LEADING NON-PROFIT DEDICATED TO AQUATIC RESEARCH, EXCEPTIONAL ANIMAL CARE, AND EDUCATION TO ENGAGE AND CULTIVATE A DEEPER UNDERSTANDING AND APPRECIATION FOR OUR WORLD OCEAN. WE DO THIS BY HELPING PEOPLE SEE THE WORLD DIFFERENTLY. WE WORK TO ENGAGE AND EDUCATE MILLIONS OF PEOPLE THROUGH ONE OF THE LARGEST VARIETIES OF AQUATIC LIFE IN THE WORLD, AND SHARE OUR GROUNDBREAKING RESEARCH ACROSS THE SCIENTIFIC COMMUNITY IN EFFORTS THAT LEAD TO IMPORTANT OCEANIC DISCOVERIES. WE BELIEVE WE CAN MAKE A DIFFERENCE BY SHOWING HOW HUMANKIND, AQUATIC ANIMALS AND THE WATERS OF THE WORLD ARE CONNECTED AND INSPIRING PEOPLE TO ACTION. GEORGIA AQUARIUM IS CERTIFIED BY THE AMERICAN HUMANE ASSOCIATION (AHA), AND ACCREDITED BY THE ALLIANCE FOR MARINE MAMMAL PARKS AND AQUARIUMS (AMMPA) AND THE ASSOCIATION OF ZOOS AND AQUARIUMS (AZA). 19 19 779 814 0 0 14022625 4636608 101781418 127407225 351969 1030442 -974953 0 115181059 133074275 0 0 0 0 28603393 34218026 0 0 2486544 61981087 71931277 90584480 106149303 24596579 26924972 503886431 536403881 145347317 150118008 358539114 386285873 X THE ORGANIZATION WAS FORMED TO CONSTRUCT, OWN, AND OPERATE A WORLD-CLASS AQUARIUM FACILITY FOR THE BENEFIT OF THE GENERAL PUBLIC. THE MISSION OF GEORGIA AQUARIUM IS TO BE A NON-PROFIT COMMITTED TO INSPIRING AWARENESS AND PRESERVATION OF OUR OCEAN AND AQUATIC ANIMALS WORLDWIDE. 0 0 83415810 0 127407225 ACTIVITIES IN CONNECTION WITH OPERATING A WORLD-CLASS AQUARIUM FOR THE BENEFIT OF THE GENERAL PUBLIC. 83415810 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 98 0 1 779 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X CHRISTINA D ROBINSON SR VICE PRES 4045814000 225 BAKER STREET NW ATLANTA GA 30313 BERNIE MARCUS DIRECTOR/CHAIRMAN EMERITUS 1.00 X X 0 0 0 STEVEN RICHARD KOONIN DIRECTOR/CHAIRMAN 7.00 X X 0 0 0 TIMOTHY J PAKENHAM DIRECTOR/VICE-CHAIRMAN/SEC 1.00 X X 0 0 0 JAMES S GRIEN DIRECTOR/TREASURER 1.00 X X 0 0 0 FRANCIS S BLAKE DIRECTOR 1.00 X 0 0 0 ANN-MARIE CAMPBELL DIRECTOR 1.00 X 0 0 0 DAN CATHY DIRECTOR 1.00 X 0 0 0 MICHAEL COLES DIRECTOR 1.00 X 0 0 0 JAMES Y KERR II DIRECTOR 1.00 X 0 0 0 KIRK KINSELL DIRECTOR 1.00 X 0 0 0 MICHAEL A LEVEN DIRECTOR 1.00 X 0 0 0 CONRAD C LAUTENBACHER JR PHD DIRECTOR 1.00 X 0 0 0 BILLI MARCUS DIRECTOR 1.00 X 0 0 0 MICHAEL A MORRIS DIRECTOR 1.00 X 0 0 0 GARY PEACOCK JR DIRECTOR 1.00 X 0 0 0 RAY M ROBINSON DIRECTOR 1.00 X 0 0 0 FREDERICK S SLAGLE DIRECTOR 1.00 X 0 0 0 DEREK V SMITH DIRECTOR 1.00 X 0 0 0 KATHLEEN WALTERS DIRECTOR 1.00 X 0 0 0 BRIAN L DAVIS PHD PRESIDENT/CEO 40.00 X 717587 0 34135 CHRISTINA D ROBINSON SR VICE PRESIDENT/CFO 40.00 X 414256 0 26320 MARTIN GRAY FORMER SVP/CHIEF MARKETING OFFICE 40.00 X 514749 0 15375 DEBBIE CAMPBELL FORMER SVP, MARKETING & COMMUNICA 40.00 X 530448 0 24082 ERIC GAGLIONE VP, ZOOLOGICAL OPERATIONS 40.00 X 220293 0 23736 WILLIAM S RAMSEY VP, GROUP SALES 40.00 X 210030 0 12441 ANTHONY RIVIERA SVP, GUEST SERVICES & HOSP 40.00 X 269975 0 13474 PATRICK D STARNES SVP, FACILITY OPERATIONS 40.00 X 257407 0 28687 TONYA M CLAUSS VP, ANIMAL HEALTH 40.00 X 192336 0 18743 CAMILLE A HANNANS VP, HUMAN RESOURCES 40.00 X 179953 0 24051 JOHN WALKER DIRECTOR GOUP SALES 40.00 X 205462 0 12501 DENNIS R CHRISTEN SR. DIRECTOR MAMMALS & BIR 40.00 X 157213 0 15497 RENEE H SKINNER DIRECTOR ACCOUNTING 40.00 X 154212 0 10732 ALISTAIR DOVE VP, SCIENCE & EDUCATION 40.00 X 159573 0 25309 JOSHUA CHERFOLI FORMER SR. DIRECTOR DIGITAL MARKE 40.00 X 154361 0 21310 HIROSHI OKUDA SR DIRECTOR STRATEGIC MARKETING & CORP PARTNERSHIP 40.00 X 203112 0 20749 JAMIE L WILSON JR SVP, HUMAN RESOURCES 40.00 X 201633 0 6273 BRENDA C FAIRBANKS SR DIRECTOR, EXECUTIVE ADMINISTRATION 40.00 X 157523 0 20723 MICHAEL E LEWIS VP, EXHIBITS & PROJECTS 40.00 X 156996 0 26024 CHRISTOPHER S COCO SR. DIRECTOR AQUATIC SUSTAINABILITY 40.00 X 142712 0 17821 LISA M BODECHON SR DIRECTOR, DOLPHINS 40.00 X 129121 0 20953 DANIEL DIPIAZZO CHIEF MARKETING OFFICER 40.00 X 128729 0 7954 JESSICA L WOOD SR. DIRECTOR, COMMUNICATIONS 40.00 X 124406 0 9803 JERRY HARRIS SR DIRECTOR, IT 40.00 X 123292 0 22613 5705379 0 459306 39 1 1 0 AMES SCULLIN O'HAIRE INC 595 ATLANTA ST STE D ROSWELL GA 30075 MARKETING 6092516 PECKHAM GUYTON ALBERS & VIETS INC SAINT LOUIS PLACE 200 NORTH BROADWA ST LOUIS MO 63102 CIP, CONSULTING & DESIGN 2768994 ALLIED UNIVERSAL SECURITY SERVICES PO BOX 828854 PHILADELPHIA PA 191828854 SECURITY 1762168 ABM JANITORIAL PO BOX 74008829 CHICAGO IL 606748829 JANITORIAL SERVICES 1599572 MCKENNEY'S MECHANICAL CONTRACTORSENGINE PO BOX 406340 ATLANTA GA 30384 BLDG. MAINTENANCE 1496735 20 4636608 4636608 ADMISSIONS (NON-EVENT 713990 110518650 110518650 AUXILLIARY SERVICES (C 713990 11860924 11860924 BALLROOM & OTHER EVENT 713990 4466381 4466381 OTHER PROGRAM SERVICE 713990 561270 561270 127407225 1024817 1024817 5625 0 5625 5625 5625 133074275 127407225 0 1030442 5437281 4273701 1036310 127270 23253370 19094407 3633309 525654 355700 355700 3095474 2126514 926804 42156 2076201 1570921 471679 33601 345024 345024 185505 185505 121405 121405 90000 90000 5398822 4449298 757353 192171 6428977 6428747 230 687693 487079 60414 140200 1691481 1691481 21688441 20252077 1392242 44122 1483761 32077 1451684 UTILITIES & TELEPHONE 7230527 6948151 278296 4080 REPAIRS & MAINTENANCE 6876363 5946795 929568 OTHER COSTS/EXPENSE 6456044 3127413 2147739 1180892 SUPPLIES & MATERIALS 5291464 5113192 109627 68645 7955770 3565438 4262579 127753 106149303 83415810 20246949 2486544 60344785 56237022 587500 2287500 3724090 5818065 3566859 3197146 1815324 1060400 699020877 279995897 429530077 419024980 200000 42492046 4117796 6286722 503886431 536403881 11711999 16870592 4608024 7054185 62698000 57969333 -576591 -533516 66905885 68757414 145347317 150118008 X 358539114 386285873 358539114 386285873 503886431 536403881 X 26924972 903657 -81870 X X 0 1 X 1 0 X 5598180 5712849 5508117 14022625 4636608 35478379 92941383 103937655 43853678 101781418 127407225 469921359 98539563 109650504 49361795 115804043 132043833 505399738 0 0 0 505399738 35626 281628 140270 351969 1030442 1839935 35626 281628 140270 351969 1030442 1839935 98575189 109932132 49502065 116156012 133074275 507239673 0.99640 0.99820 0.00360 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 90000 90000 0 PART II-B, LINE 1: THE AQUARUIM PAYS A RETAINER TO A LAW FIRM WITH OFFICES IN ATLANTA AND WASHINGTON, DC FOR "STATE AND GOVERNMENTAL AFFAIRS" REPRESENTATION IN GEORGIA AS WELL AS NATIONALLY THAT INCLUDES LOBBYING EFFORTS RELATED TO THE EXEMPT PURPOSE OF THE AQUARIUM. 46006220 46006220 470118409 170514164 299604245 175884227 109481733 66402494 7012021 7012021 419024980 ANNUITY 186191 C 457(B) PLAN ASSETS 1434410 F GOVERNMENT BONDS 21181668 F CORPORATE BONDS 19129932 F INTEREST RATE SWAP 559845 F 42492046 DUE TO GAI FOUNDATION, INC 67235123 OPERATING LEASE LIABILITY 1522291 68757414 X PART X, LINE 2: AUDIT NOTE, INCOME TAXES: "GAAP PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED, AND DISCLOSED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S MANAGEMENT HAS EVALUATED THE IMPLICATIONS OF THESE STANDARDS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS FOR THE ORGANIZATION; THEREFORE, NO TAX EXPENSE OR ACCRUALS FOR UNCERTAIN TAX POSITIONS ARE INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS." FORM 990, SCHEDULE D, PART XI & XII: PART XI & XII ARE NOT REQUIRED: THE GEORGIA AQUARIUM, INC. AUDIT IS A CONSOLIDATED AUDIT INCLUDING BOTH (I) THE GEORGIA AQUARIUM, INC. AND ITS DISREGARDED ENTITY SUBSIDIARIES LISTED ON SCHEDULE R AND (II) THE GEORGIA AQUARIUM FOUNDATION, INC., A SEPARATE 501(C)(3) ENTITY. X X 1 1 X X X 1 0 0 0 0 1 0 0 0 BRIAN L DAVIS PHD PRESIDENT/CEO 382198 0 175000 0 160389 0 15533 0 18602 0 751722 0 0 0 CHRISTINA D ROBINSON SR VICE PRESIDENT/CFO 260119 0 70000 0 84137 0 14794 0 11526 0 440576 0 0 0 MARTIN GRAY FORMER SVP/CHIEF MARKETING OFFICE 233496 0 268941 0 12312 0 10123 0 5252 0 530124 0 0 0 DEBBIE CAMPBELL FORMER SVP, MARKETING & COMMUNICA 222278 0 76131 0 232039 0 13545 0 10537 0 554530 0 0 0 ERIC GAGLIONE VP, ZOOLOGICAL OPERATIONS 188166 0 29239 0 2888 0 11845 0 11891 0 244029 0 0 0 WILLIAM S RAMSEY VP, GROUP SALES 110260 0 9546 0 90224 0 6048 0 6393 0 222471 0 0 0 ANTHONY RIVIERA SVP, GUEST SERVICES & HOSP 212897 0 55000 0 2078 0 6453 0 7021 0 283449 0 0 0 PATRICK D STARNES SVP, FACILITY OPERATIONS 207459 0 43083 0 6865 0 11138 0 17549 0 286094 0 0 0 TONYA M CLAUSS VP, ANIMAL HEALTH 155420 0 35000 0 1916 0 4926 0 13817 0 211079 0 0 0 CAMILLE A HANNANS VP, HUMAN RESOURCES 150237 0 27768 0 1948 0 9632 0 14419 0 204004 0 0 0 JOHN WALKER DIRECTOR GOUP SALES 73978 0 0 0 131484 0 6183 0 6318 0 217963 0 0 0 DENNIS R CHRISTEN SR. DIRECTOR MAMMALS & BIR 136652 0 18710 0 1851 0 4199 0 11298 0 172710 0 0 0 RENEE H SKINNER DIRECTOR ACCOUNTING 133773 0 15769 0 4670 0 4092 0 6640 0 164944 0 0 0 ALISTAIR DOVE VP, SCIENCE & EDUCATION 132573 0 25097 0 1903 0 8685 0 16624 0 184882 0 0 0 JOSHUA CHERFOLI FORMER SR. DIRECTOR DIGITAL MARKE 133310 0 19462 0 1589 0 5442 0 15868 0 175671 0 0 0 HIROSHI OKUDA SR DIRECTOR STRATEGIC MARKETING & CO 110282 0 91126 0 1704 0 4069 0 16680 0 223861 0 0 0 JAMIE L WILSON JR SVP, HUMAN RESOURCES 199264 0 0 0 2369 0 5076 0 1197 0 207906 0 0 0 BRENDA C FAIRBANKS SR DIRECTOR, EXECUTIVE ADMINISTRATIO 129510 0 25000 0 3013 0 8075 0 12648 0 178246 0 0 0 MICHAEL E LEWIS VP, EXHIBITS & PROJECTS 133786 0 21498 0 1712 0 8480 0 17544 0 183020 0 0 0 CHRISTOPHER S COCO SR. DIRECTOR AQUATIC SUSTAINABILITY 123108 0 17154 0 2450 0 1300 0 16521 0 160533 0 0 0 LISA M BODECHON SR DIRECTOR, DOLPHINS 112831 0 14495 0 1795 0 3549 0 17404 0 150074 0 0 0 PART I, LINE 4A DEBBIE CAMPBELL, FORMER MARKETING & COMMUNICATIONS SVP OF GEORGIA AQUARIUM, INC., RECEIVED A TERMINATION PAYMENT OF $228,434. HER EMPLOYMENT WAS TERMINATED IN 2022. PART I, LINE 6 CERTAIN SENIOR LEVEL EMPLOYEES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION IN AMOUNTS FROM 10% TO 25% OF THEIR SALARY BASED ON TARGETED ATTENDENCE AND OPERATING INCOME GOALS SET IN THE BUDGETING PROCESS. A THE ATLANTA DEVELOPMENT AUTHORITY 582322663 04780NFZ5 2009-01-29 80000000 CONSTRUCTION OF AN EXPANSION TO THE AQUARIUM'S FACILITIES 0 0 0 B THE ATLANTA DEVELOPMENT AUTHORITY 582322663 NONEAVAIL 2019-03-27 40000000 CONSTRUCTION OF THE GEORGIA AQUARIUM PREDATOR EXHIBIT PROJECT 0 0 0 A 80000000 552542 79447458 2010 1 0 1 1 B 40000000 302108 39697892 2020 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 2 (I) BERNARD MARCUS, CHAIRMAN EMERITUS FREDERICK SLAGLE, DIRECTOR MR. MARCUS IS CHAIRMAN OF THE MARCUS FOUNDATION OF WHICH FREDERICK SLAGLE IS EXECUTIVE DIRECTOR. (II) BERNARD MARCUS, CHAIRMAN EMERITUS BILLI MARCUS, DIRECTOR MR. AND MRS. MARCUS ARE HUSBAND AND WIFE. (III) BERNARD MARCUS, CHAIRMAN EMERITUS BILLI MARCUS, DIRECTOR MICHAEL MORRIS, DIRECTOR MR. MORRIS IS MRS. MARCUS' SON AND MR. MARCUS' STEPSON. (IV) BRIAN DAVIS, PRESIDENT & CEO BAILY DAWSON, SR MANAGER MR. DAVIS AND MR. DAWSON ARE IN-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE MEMBERS OF THE FINANCE & AUDIT COMMITTEE AS WELL AS DELIVERED TO THE REMAINING BOARD MEMBERS BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS ACHIEVED THROUGH RELATED PARTY QUESTIONNAIRES THAT EACH BOARD MEMBER AND OFFICER MUST COMPLETE ANNUALLY AND WHICH ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES COMPENSATION SURVEYS TO DETERMINE PAY RANGES FOR ALL POSITIONS. ORGANIZATIONAL PAY INCREASES AND INDIVIDUAL OFFICER INCREASES ARE REVIEWED AND APPROVED BY THE LEADERSHIP DEVELOPMENT & COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND INTERNAL POLICIES ARE GIVEN TO EMPLOYEES WHEN THEY ARE HIRED BY THE ORGANIZATION AND THE POLICIES ARE AVAILABLE WITHIN THE ORGANIZATION'S OFFICE TO THOSE WHO FALL UNDER THEIR COVENANTS, BUT AS PROPRIETARY INFORMATION OF THE ORGANIZATION, THEY AND THE FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: ROU ASSETS -81,870. FORM 990, PART XII, LINE 2C: THE PROCESS BY WHICH THE BOARD CHOOSES AN AUDITOR AND REVIEWS ITS FINANCIALS HAS NOT CHANGED FROM THE PRIOR YEAR. AQUARIUM PARKING DECK LLC 225 BAKER STREET NW ATLANTA GA 30313 582574918 PARKING DECK OPERATIONS FOR THE AQUARIUM GA 7633087 24049868 NONE GEORGIA AQUARIUM FOUNDATION INC 225 BAKER STREET NW ATLANTA GA 30313 274284050 FUNDRAISING FOR THE GEORGIA AQUARIUM GA 501(C)(3) LINE 12A, I GEORGIA AQUARIUM INC 1 ONE OCEAN ONE HEALTH RESEARCH & CONSERVATION INSTITUTE INC 225 BAKER STREET NW ATLANTA GA 30313 812655897 CONDUCTING AQUATIC ANIMAL RESEARCH, CONSERVATION, PROTECTION AND EDUCATION FL 501(C)(3) LINE 12A, I GEORGIA AQUARIUM INC 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 GEORGIA AQUARIUM FOUNDATION INC E 57969333 FMV GEORGIA AQUARIUM FOUNDATION INC L SEE PART VII EXPLANATION ONE OCEAN ONE HEALTH RESEARCH & CONSERVATION INSTITUTE INC L SEE PART VII EXPLANATION GEORGIA AQUARIUM FOUNDATION INC N SEE PART VII EXPLANATION ONE OCEAN ONE HEALTH RESEARCH & CONSERVATION INSTITUTE INC N SEE PART VII EXPLANATION GEORGIA AQUARIUM FOUNDATION INC O SEE PART VII EXPLANATION ONE OCEAN ONE HEALTH RESEARCH & CONSERVATION INSTITUTE INC O SEE PART VII EXPLANATION FORM 990, SCHEDULE R, PART V, LINES L, N & O: GEORGIA AQUARIUM FOUNDATION, INC. ACTS AS THE FUNDRAISING ARM OF GEORGIA AQUARIUM, INC. GEORGIA AQUARIUM, INC. SHARES OFFICE SPACE AND OFFICE EQUIPMENT AND EMPLOYEES WITH THE GEORGIA AQUARIUM FOUNDATION, INC. WHICH FILES ITS OWN SEPARATE FORM 990. GEORGIA AQUARIUM, INC.'S EXPENSES TO RUN THE FOUNDATION TOTALED $2,486,543. IN ADDITION, THE GEORGIA AQUARIUM FOUNDATION RECEIVED $521,612 IN NON-CASH SERVICES FROM THE GENERAL PUBLIC WHICH THEY TRANSFERRED TO GEORGIA AQUARIUM, INC.