MONTEREY BAY AQUARIUM FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM FOUNDATION (EIN 94-2487469)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349323156
- Schema version
- 2021v4.2
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:05:45-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | YOUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $279,297,131 | 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 DRAW INSPIRATION FROM THE AQUARIUM AND LOOK TO US TO ADVOCATE FOR OCEAN WILDLIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 516 | TotalEmployeeCnt |
| Total Volunteers | 821 | TotalVolunteersCnt |
| Total Gross UBI | $15,936 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $314,948 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $67,321,983 | PYContributionsGrantsAmt |
| CY Contributions Grants | $60,269,366 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,085,578 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,372,199 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,108,339 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,182,425 | CYInvestmentIncomeAmt |
| PY Other Revenue | $571,791 | PYOtherRevenueAmt |
| CY Other Revenue | $636,210 | CYOtherRevenueAmt |
| PY Total Revenue | $89,087,691 | PYTotalRevenueAmt |
| CY Total Revenue | $114,460,200 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $106,828 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $71,369 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,880,976 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,471,393 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $385,332 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $479,123 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,635,192 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,969,055 | PYOtherExpensesAmt |
| CY Other Expenses | $34,164,908 | CYOtherExpensesAmt |
| PY Total Expenses | $79,342,191 | PYTotalExpensesAmt |
| CY Total Expenses | $73,186,793 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,745,500 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $41,273,407 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $564,471,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $643,593,112 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,660,970 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,871,835 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $550,810,058 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $623,721,277 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE MONTEREY BAY AQUARIUM IS TO INSPIRE CONSERVATION OF THE OCEAN. MILLIONS OF PEOPLE DRAW INSPIRATION FROM THE AQUARIUM AND LOOK TO US TO ADVOCATE FOR OCEAN WILDLIFE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $37,487,699 | ExpenseAmt |
| Grant | $18,725 | GrantAmt |
| Revenue | $37,372,199 | RevenueAmt |
| Desc | Marine life exhibition and care expenses of $37,487,699 include the cost of operating and maintaining the Aquarium's living exhibit galleries.Reopening our doors After a 14-month closure due to the pandemic, the Aquarium reopened its doors to the public in May 2021. Staff embraced new protocols and worked tirelessly to keep everyone safe at work and during a visit. Response to our reopening was amazing: by the end of the year, we had hosted more than 1.1 million visitors. Bringing a new deep-sea exhibit to light Throughout the year, the Aquarium was hard at work preparing our newest exhibition, Into the Deep: Exploring Our Undiscovered Ocean (En lo Profundo: Explorando Nuestro Oceano Desconocido). The exhibit, which opened in 2022, is the largest collection of deep-sea animals in North America. Our team engineered animal life support systems that replicate the deep sea as closely as possible, created videos and replicas of deep-sea animals and habitats impossible to showcase, and designed interactive games so visitors could learn firsthand about threats to the deep sea's fragile ecosystems. Every step of the way, they worked to ensure the new exhibition would not only amaze but also inspire our visitors to protect this mostly unexplored region of our planet. Providing exceptional animal care Animal care is at the heart of everything the Aquarium does. In 2021, some of our animal care highlights included welcoming new animals to the Aquarium and caring for older animals as they age. In July, we were delighted to welcome the first-ever tufted puffin chick to hatch at the Aquarium. Initially, the chick's parents reared her on exhibit in a nest box. We moved the chick behind the scenes to receive additional care when she grew larger. When she was nearly two months old, she joined the other 12 puffins in the exhibit. Like all puffins at the Aquarium, our chick is part of the Association of Zoos and Aquariums' Species Survival Plan that works to ensure the health and breeding of tufted puffins at U.S. zoos and aquariums. At 22 years old, Rosa, one of our resident sea otters, is at the upper end of the lifespan for a southern sea otter. That means she requires extra attention and care. Although still active, she's developed an age-related heart condition and has limited eyesight. Our aquarists and veterinarian have adjusted her training routine and regularly monitor her health to watch for signs of discomfort or disease. Rosa has been one of our most successful surrogate mothers, helping raise 15 pups before her retirement three years ago. The pups Rosa and our other sea otters surrogate raise, and that we release into the wild, have made a significant impact, helping restore the sea otter population and the health of coastal ecosystems. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,718,378 | ExpenseAmt |
| Grant | $52,644 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Education and Outreach expenses of $14,718,378 include the cost of education programs for teachers, students, and emerging teen leaders. Still limited by the pandemic, we connected with youth and teachers by offering free virtual learning opportunities and educational materials. We also began welcoming back teens and teachers to the Aquarium and the Bechtel Education Center. Promoting science and conservation learning virtually Helping young people learn about science, conservation, and STEM-based careers is essential to our commitment to inspire a rising generation of ocean stewards. To navigate the changes brought on by the pandemic, our educators continued to develop virtual programming, now totaling 14 online courses and three video lessons, with many available in English and Spanish. Our most recent online course for middle school students, Exploring the Deep Bit by Bit, highlights how MBARI scientists use coding in their deep-sea research and how Aquarium staff are using coding to tell stories of deep-sea animals and research in our deep-sea exhibit. We offered virtual Discovery Labs for pre-K through grade 12 students, which were highly popular with teachers both in California and beyond. During these interactive explorations of marine ecosystems, elementary students get the chance to learn about unique adaptations that ocean animals evolved to survive in challenging habitats. Middle and high school students learn about ocean research technologies and human impacts, like plastic pollution and climate change, on marine ecosystems. Our virtual programs have become a key element in our strategy to expand our reach to more students and their teachers in California and across the United States, and we will continue to offer these online courses in the future. Inspiring teachers to inspire their students To support teachers in incorporating ocean science learning and conservation action into their classrooms, we offered a weeklong virtual teacher institute in the summer of 2021. Teachers engaged in interactive Zoom sessions that were interspersed with time to go outside to put into action what they were learning. Both teachers and our staff were delighted to return to the Bechtel Family Center for Ocean Education and Leadership this fall for follow-up sessions as they learned firsthand how to inspire their students through project-based science. In the fall, we once again offered our popular Ocean Plastic Pollution Summit. The action-based yearlong program motivates 3rd to 12th grade teachers to inspire their students to become part of the plastic pollution solution. Through hands-on activities, teachers study the science behind plastic pollution, discover project ideas for the classroom, and learn how to empower their students to reduce plastic use in their homes, schools, and communities. To reach even more educators, we created a self-paced online version of the summit, with 65 educators from 18 states and three countries taking part in 2021. Empowering emerging teen and young adult leaders Committed to bolstering teens' knowledge and confidence that they can make a difference, we offered interactive virtual workshops for teens during our closure. This engagement made it possible for us to restart our popular Teen Conservation Leaders program when we reopened in May. The teens were thrilled to be back at the Aquarium, helping to interpret exhibits for our guests and aiding our staff in animal care and other behind-the-scenes work. We also piloted a new online workshop that featured the latest technology in ocean research, ways to make sustainability and conservation equitable and using art to promote ocean conservation. To expand opportunities for young people, especially those who are underrepresented in science and conservation fields, we launched a new paid internship program. Twenty college students in all, with six who are alumni of our teen programs, engaged in internships that ranged from working with our veterinary team to creating videos on sustainable fisheries to helping care for our penguins and otters to creating an online program that brought teens together from across the U.S. in support of ocean conservation. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,993,878 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $486,883 | RevenueAmt |
| Desc | Conservation and Science costs of $6,993,878 represent expenses for marine policy and advocacy efforts, the Seafood Watch program, and field research. Around the world, we're driving the seafood industry to operate in ocean-friendly ways - engaging businesses and governments, informing seafood purchasing, and rating the sustainability of fishing and aquaculture practices. At the state and federal levels, we're advancing policies to protect vulnerable ocean habitats, reduce plastic pollution, and promote ocean-based climate solutions. And we're continuing our leading role in the research, rescue, and recovery of southern sea otters in California. We're making great progress with your generous support. Reducing ocean plastic pollution In the summer of 2021, we launched a campaign to support five pieces of California legislation that would help tackle ocean plastic pollution. We asked Californians to urge their state legislators to support the bills through an easy-to-use platform available on our website. We also advocated directly with decision-makers. When the California legislature passed all five bills and Governor Newsom signed them into law, California made significant steps to reduce ocean plastic pollution, which will influence other states and countries to follow our lead. We also continue to participate in and apply emerging research on plastic pollution to inform our policy work-this year our Chief Conservation & Science Officer Margaret Spring chaired a committee of experts to produce a report on the U.S. role in global plastic waste, released by the National Academies of Sciences, Engineering and Medicine in December. Removing plastic from our store and cafe Over the past several years, the Aquarium has worked with our retail and culinary partner, SSA Group, to eliminate single-use plastic packaging from the products we sell. We encouraged vendors to make changes to their products. Manufacturers responded, removing shrink wrap from their puzzles, replacing plastic with sewn-in eyes on their plush animals, and making other modifications to reduce plastic. Now, after years of hard work, the Aquarium Store is free of single-use plastic packaging. As the Aquarium made these retail changes, other organizations and companies have reached out to ask how they can reduce plastic, too. Advancing sea otter recovery Congressional interest in the long-term recovery of the southern sea otters has prompted the U.S. Fish and Wildlife Service to assess the feasibility of sea otter reintroduction into historical areas of their range. Due to our essential role in sea otter recovery efforts, including our pioneering work to surrogate-raise orphaned pups, we took part in working groups to help develop this critical component to federal planning efforts. Essential to our work to recover the sea otter population is tracking and observing sea otters in the wild. To improve our ability to track sea otter movement and survival, we've been working with scientists and engineers at NASA and the U.S. Geological Survey to create the next generation of electronic tags. After placing prototype tags on rescued sea otters, we test them to ensure the design withstands salt water and chewing by strong sea otter teeth (while not harming the otters). To understand the factors behind the success of our surrogacy and reintroduction programs, we published a study that documented the movements of 52 orphaned pups we surrogate-reared and released into the wild during the past two decades. We found that accepting their new environment quickly is key for sea otters to find food and maintain their weight in the wild. Making progress on seafood sustainability Our Seafood Watch program continues to produce essential information to drive improvements in seafood sustainability across the globe. Our assessments and the resulting ratings are used by major corporate seafood buyers, restaurants, consumers, public officials, and others to inform buying choices, improvement projects, and policy goals around sustainable seafood. To advance our work, we developed publicly accessible data tools that allow for tracking of progress and priority areas for improvement. We are also working with the Environmental Defense Fund to identify environmental sustainability risks of U.S. offshore aquaculture development to inform policies in Congress and the Administration. Antibiotics in aquaculture We're working to improve the sustainability of aquaculture, which now exceeds wild-caught seafood in the global market. One big challenge: the use of antibiotics to prevent and treat disease and promote growth. When released from aquaculture ponds, antibiotic residues can harm the environment and ocean health, including by allowing the spread of antibiotic-resistant microbes. Currently, there are no global standards regulating antibiotic release, nor are there uniform protocols to assess their effectiveness or ecological impact. In 2021, Seafood Watch hosted several workshops, bringing representatives from the World Bank, leading experts in epidemiology, and farmers in local communities together to share knowledge about best practices, and to develop tools and methods to assess the impacts of antibiotics used in aquaculture. This year we also added one of Chile's most prominent farming associations to our ongoing project in the country, and collected data on antibiotic use from 97 percent of the industry to quantify the scale of the problem. We're collaborating closely with our Chilean partners and sharing what we've learned. This supports our goal to help Chilean salmon producers cut antibiotic use by 50 percent so they can achieve at least a Good Alternative rating by 2025. Taking steps to address climate change A recent publication, authored by Aquarium scientists, maps climate disparities by looking at where heat-trapping emissions originate in relation to where temperatures will change the most. The study illustrated that climate change is impacting marginalized communities with more severity, reinforcing the need for global cooperation. Our long-term research on white sharks is also helping us learn about climate change. Using data they collected over the past two decades, our scientists published a study that confirmed the increased presence of juvenile white sharks in Monterey Bay due to warming water from climate change. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $59,199,955 | 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 111 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 516 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | John Davis | 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 (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | 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 | 0.0 | Yes (X) | Yes (X) | $173,444 | $0 | $17,595 | ||
| Stephen C Neal | |||||||||
| Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Caroline Getty | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Scholin | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Connie Martinez | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gideon Yu | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Greg Silverman | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa White | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Louise Stephens | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Caldwell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Wan | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Martha Martinez | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Mantell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mike Gupta | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MRC Greenwood | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Pietro Parravano | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Samantha Campbell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Orr | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tegan Acton | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Landreth | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Wright | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia Vernon | |||||||||
| Chief Operating Officer | 39.0 | 1.0 | Yes (X) | $287,343 | $0 | $37,460 | |||
| Troy A Grande | |||||||||
| CFO & Treasurer | 39.0 | 1.0 | Yes (X) | $271,803 | $0 | $48,613 | |||
| Cristina Fekeci | |||||||||
| Chief Development Officer | 40.0 | 0.0 | $322,557 | $0 | $24,464 | Yes (X) | |||
| Jon Hoech | |||||||||
| VP of Animal Care | 40.0 | 0.0 | $188,621 | $0 | $28,962 | Yes (X) | |||
| Margaret Spring | |||||||||
| Chief Conservation&Sci Officer | 40.0 | 0.0 | $227,669 | $0 | $32,579 | Yes (X) | |||
| Marian Martha Hahn | |||||||||
| Chief Marketing Officer | 40.0 | 0.0 | $241,039 | $0 | $28,710 | Yes (X) | |||
| Mary-Beth Redmond-Jones | |||||||||
| VP of Exhibitions & Facilities | 40.0 | 0.0 | $187,563 | $0 | $14,222 | Yes (X) | |||
| Teresa Jeanine Merry | |||||||||
| Chief Human Resources Officer | 40.0 | 0.0 | $221,521 | $0 | $34,101 | Yes (X) | |||
| Ann Dabovich | |||||||||
| VP of Gift Planning | 40.0 | 0.0 | $190,258 | $0 | $19,623 | Yes (X) | |||
| David Rosenberg | |||||||||
| VP of Guest Experience | 40.0 | 0.0 | $173,165 | $0 | $8,033 | Yes (X) | |||
| Jennifer Dianto Kemmerly | |||||||||
| VP of Global Ocean Initiatives | 40.0 | 0.0 | $194,050 | $0 | $20,501 | Yes (X) | |||
| Jonathan Davis | |||||||||
| Controller | 40.0 | 0.0 | $172,994 | $0 | $31,187 | Yes (X) | |||
| Robert Mann | |||||||||
| VP of Technology | 40.0 | 0.0 | $174,134 | $0 | $45,843 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,026,161 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $391,893 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 72 | 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 | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bogard Construction Company | |||||
| 350 Coral St Suite A | Santa Cruz | CA | 95060 | Construction | $4,373,207 |
| Impacts Research | |||||
| 41 Logan Circle | St Simons Island | GA | 31522 | Advertising | $3,096,832 |
| Animal Exhibits and Design | |||||
| PO Box 145 | Bay Head | NJ | 08742 | Construction | $1,718,493 |
| Frank M Booth Inc | |||||
| 4220 Douglas Blvd | Granite Bay | CA | 95746 | Construction | $1,645,730 |
| John F Otto Inc dba Otto Construction | |||||
| 2150 Garden Rd A1 | Monterey | CA | 93940 | Construction | $1,418,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 63 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $8,016,750 | MembershipDuesAmt |
| Fundraising | $1,576,404 | FundraisingAmt |
| Government Grants | $10,239,837 | GovernmentGrantsAmt |
| All Other Contributions | $40,436,375 | AllOtherContributionsAmt |
| Noncash Contributions | $3,114,568 | NoncashContributionsAmt |
| Total Contributions | $60,269,366 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Admission fees | 611600 | $36,298,663 | $36,298,663 |
| Other Program Revenue | 900099 | $1,073,536 | $1,073,536 |
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 | $37,372,199 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $366,420 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$147,724 | UnrelatedBusinessRevenueAmt |
| Exclusion | $514,144 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $166,944 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $166,944 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,944 | TotalRevenueColumnAmt |
| Exclusion | $166,944 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $180,436,659 | SecuritiesAmt |
| Other | $35,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $164,655,654 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,781,005 | SecuritiesAmt |
| Other | $35,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,816,005 | TotalRevenueColumnAmt |
| Exclusion | $15,816,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,576,404 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $181,277 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$181,277 | TotalRevenueColumnAmt |
| Exclusion | -$181,277 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Licensing Revenue | 900099 | $486,883 | $486,883 | |
| PARKING REVENUE | 812930 | $163,660 | $163,660 |
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 | $650,543 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,460,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,859,082 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,936 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,315,816 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Program Services | $17,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,644 | TotalAmt |
| Program Services | $35,644 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,725 | TotalAmt |
| Program Services | $18,725 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,569,464 | TotalAmt |
| Program Services | $1,455,366 | ProgramServicesAmt |
| Management And General | $767,077 | ManagementAndGeneralAmt |
| Fundraising | $347,021 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,023,347 | TotalAmt |
| Program Services | $21,897,332 | ProgramServicesAmt |
| Management And General | $3,035,789 | ManagementAndGeneralAmt |
| Fundraising | $2,090,226 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,828 | TotalAmt |
| Program Services | $1,315,643 | ProgramServicesAmt |
| Management And General | $133,050 | ManagementAndGeneralAmt |
| Fundraising | $109,135 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,080,918 | TotalAmt |
| Program Services | $4,258,917 | ProgramServicesAmt |
| Management And General | $457,580 | ManagementAndGeneralAmt |
| Fundraising | $364,421 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,239,836 | TotalAmt |
| Program Services | $1,820,697 | ProgramServicesAmt |
| Management And General | $254,103 | ManagementAndGeneralAmt |
| Fundraising | $165,036 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,300 | TotalAmt |
| Program Services | $38,972 | ProgramServicesAmt |
| Management And General | $178,328 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,704 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $178,704 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,425 | TotalAmt |
| Program Services | $134,425 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,123 | TotalAmt |
| Fundraising | $479,123 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,053 | TotalAmt |
| Management And General | $626,053 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,795,232 | TotalAmt |
| Program Services | $5,418,625 | ProgramServicesAmt |
| Management And General | $730,035 | ManagementAndGeneralAmt |
| Fundraising | $646,572 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,855,828 | TotalAmt |
| Program Services | $3,847,732 | ProgramServicesAmt |
| Management And General | $8,096 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,957,579 | TotalAmt |
| Program Services | $1,905,935 | ProgramServicesAmt |
| Management And General | $16,133 | ManagementAndGeneralAmt |
| Fundraising | $35,511 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,307,683 | TotalAmt |
| Program Services | $2,957,525 | ProgramServicesAmt |
| Management And General | $324,498 | ManagementAndGeneralAmt |
| Fundraising | $25,660 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,271 | TotalAmt |
| Program Services | $18,486 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $785 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,926,197 | TotalAmt |
| Program Services | $4,241,845 | ProgramServicesAmt |
| Management And General | $405,766 | ManagementAndGeneralAmt |
| Fundraising | $278,586 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,968 | TotalAmt |
| Program Services | $121,373 | ProgramServicesAmt |
| Management And General | $23,594 | ManagementAndGeneralAmt |
| Fundraising | $36,001 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,742 | TotalAmt |
| Program Services | $16,185 | ProgramServicesAmt |
| Management And General | $2,674 | ManagementAndGeneralAmt |
| Fundraising | $883 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,054,217 | TotalAmt |
| Program Services | $8,891,311 | ProgramServicesAmt |
| Management And General | $2,121,025 | ManagementAndGeneralAmt |
| Fundraising | $41,881 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,595 | TotalAmt |
| Program Services | $771,254 | ProgramServicesAmt |
| Management And General | $35,249 | ManagementAndGeneralAmt |
| Fundraising | $5,092 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sponsorship and Gifts | Desc |
| Total | $80,114 | TotalAmt |
| Program Services | $16,963 | ProgramServicesAmt |
| Management And General | $53,892 | ManagementAndGeneralAmt |
| Fundraising | $9,259 | 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 | $73,186,793 | TotalAmt |
| Program Services | $59,199,955 | ProgramServicesAmt |
| Management And General | $9,351,646 | ManagementAndGeneralAmt |
| Fundraising | $4,635,192 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,883,575 | BOYAmt |
| EOY | $37,004,816 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,298,840 | BOYAmt |
| EOY | $2,753,169 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,091,948 | BOYAmt |
| EOY | $16,425,104 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,246 | BOYAmt |
| EOY | $2,323,456 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155,034 | BOYAmt |
| EOY | $1,636,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $346,727,797 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $189,030,079 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,679,759 | BOYAmt |
| EOY | $157,697,718 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,644,777 | BOYAmt |
| EOY | $90,775,867 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,229,234 | BOYAmt |
| EOY | $329,072,726 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,117,615 | BOYAmt |
| EOY | $5,903,891 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,471,028 | BOYAmt |
| EOY | $643,593,112 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,545,674 | BOYAmt |
| EOY | $11,539,316 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,009,002 | BOYAmt |
| EOY | $8,231,913 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,294 | BOYAmt |
| EOY | $100,606 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,660,970 | BOYAmt |
| EOY | $19,871,835 | 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 | $455,801,417 | BOYAmt |
| EOY | $522,475,636 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,008,641 | BOYAmt |
| EOY | $101,245,641 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,810,058 | BOYAmt |
| EOY | $623,721,277 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,471,028 | BOYAmt |
| EOY | $643,593,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $41,273,407 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $31,380,380 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $257,432 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $40,375,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,258,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,820,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,321,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,269,366 | CurrentTaxYearAmt |
| Total | $288,045,572 | 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 | $40,375,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,258,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,820,387 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,321,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,269,366 | CurrentTaxYearAmt |
| Total | $288,045,572 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $46,136,138 | SubstantialContributorsTotAmt |
| Public Support Total170 | $241,909,434 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,006,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,247,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,856,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,485,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $681,088 | CurrentTaxYearAmt |
| Total | $17,276,448 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $110,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,936 | CurrentTaxYearAmt |
| Total | $158,967 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $34,480 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $305,515,467 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $205,366,764 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7918 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7802 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - FUNDRAISING EVENT INCOME, COLUMN A - 0.0, COLUMN B - 34480.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - , COLUMN F - 34480.0; | ExplanationTxt |
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 | $134,425 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $134,425 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,065,530 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,199,955 | 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 | $210,977 | CurrentYearMinus3Amt |
| Current Year Minus2 | $206,485 | CurrentYearMinus2Amt |
| Current Year Minus1 | $128,075 | CurrentYearMinus1Amt |
| Current Year | $134,425 | CurrentYearAmt |
| Total | $679,962 | 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 | $7,321 | CurrentYearMinus3Amt |
| Current Year Minus2 | $2,052 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $9,373 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $239,831,456 | BeginningYearBalanceAmt |
| Contributions | $10,625,727 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,238,996 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,990,000 | OtherExpendituresAmt |
| End Year Balance | $233,228,187 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,825,806 | BeginningYearBalanceAmt |
| Contributions | $15,723,311 | ContributionsAmt |
| Investment Earnings Or Losses | $33,455,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,173,000 | OtherExpendituresAmt |
| End Year Balance | $239,831,456 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.845 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.098 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.057 | 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 | $24,797,822 | OtherCostOrOtherBasisAmt |
| Book Value | $24,797,822 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $205,661,175 | OtherCostOrOtherBasisAmt |
| Depreciation | $113,734,972 | DepreciationAmt |
| Book Value | $91,926,203 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,983,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,564,158 | DepreciationAmt |
| Book Value | $8,419,358 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,285,284 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,730,949 | DepreciationAmt |
| Book Value | $32,554,335 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $157,697,718 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Equity Funds | $152,080,844 | F |
| Bond Funds | $61,822,381 | F |
| Hedge Funds | $31,760,085 | F |
| Nonmarketable Investments | $83,409,416 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $329,072,726 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gift Annuity Payment Liability | Desc |
| Amt | $100,606 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $100,606 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 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 FOLLOWING FOOTNOTE APPEARED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR BOTH MONTEREY BAY AQUARIUM FOUNDATION AND MONTEREY BAY AQUARIUM SUPPORT SERVICES ("MBASS"), A RELATED ORGANIZATION: The Monterey Bay Aquarium Foundation and MBASS are exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code; however, they are subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. Both organizations are also exempt from California state franchise taxes under Section 23701(d) of the California Revenue and Taxation Code. As of December 31, 2021, 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 consolidated financial statements. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Conferences/Consults | $7,648 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Conferences/Consults | $11,427 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Conferences/Consults | $2,312 |
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | Research | $18,725 |
| Central America and the Caribbean | 0 | 0 | Investments | $4,122,000 |
| 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 | $4,162,112 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,162,112 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| North America (Canada & Mexico only) | Grant award for field work and tagging - Dolphinfish | $9,725 | WIRe |
| North America (Canada & Mexico only) | Grant for Tuna Research | $9,000 | Wire |
| 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; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual, Accrual; SUB-SAHARAN AFRICA-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 |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Feldstein CO LLC | ||||||||
| 601 Skokie BLVD Suite 103 | Northbrook | IL | 60063 | Consulting/marketing | false | $0 | $141,750 | -$141,750 |
| S D & A TELESERVICES | ||||||||
| 57 West Century BLVD STE 300 | Los Angeles | CA | 90045 | Telemarketing | false | $111,414 | $122,625 | -$11,211 |
| Avalon Consulting Group Inc | ||||||||
| 805 15th Street NW Suite 700 | Washington | DC | 20005 | Membership consulting and direct mail | false | $8,016,750 | $214,748 | $7,802,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $8,128,164 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $479,123 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $7,649,041 | 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 | Award Dinner | Event1Nm |
| Gross Receipts Event1 | $1,576,404 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,576,404 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,696 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,467 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $24,805 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,650 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $136,659 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,576,404 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,576,404 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $0 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,696 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,467 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $24,805 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,650 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $136,659 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $181,277 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$181,277 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Jose State University Research Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 N Fourth St 4th Floor | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 946017638 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $7,500 | CashGrantAmt |
| Purpose Of Grant | Grant Funding for Tuna Research | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| INDIVIDUAL SCHOLARSHIP | 14 | $23,300 |
| STIPENDS | 22 | $12,344 |
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 | $169,441 | $0 | $1,357 | $0 | $2,646 | $0 | $7,333 | $0 | $10,262 | $0 | $191,039 | $0 | $0 | $0 |
| Troy A Grande | ||||||||||||||
| CFO & Treasurer | $267,504 | $0 | $2,751 | $0 | $1,548 | $0 | $11,553 | $0 | $37,060 | $0 | $320,416 | $0 | $0 | $0 |
| Cynthia Vernon | ||||||||||||||
| Chief Operating Officer | $281,802 | $0 | $2,851 | $0 | $2,690 | $0 | $12,034 | $0 | $25,426 | $0 | $324,803 | $0 | $0 | $0 |
| Cristina Fekeci | ||||||||||||||
| Chief Development Officer | $317,105 | $0 | $2,751 | $0 | $2,701 | $0 | $13,282 | $0 | $11,182 | $0 | $347,021 | $0 | $0 | $0 |
| Marian Martha Hahn | ||||||||||||||
| Chief Marketing Officer | $236,656 | $0 | $2,776 | $0 | $1,607 | $0 | $9,902 | $0 | $18,808 | $0 | $269,749 | $0 | $0 | $0 |
| Margaret Spring | ||||||||||||||
| Chief Conservation&Sci Officer | $222,582 | $0 | $2,751 | $0 | $2,336 | $0 | $9,559 | $0 | $23,020 | $0 | $260,248 | $0 | $0 | $0 |
| Teresa Jeanine Merry | ||||||||||||||
| Chief Human Resources Officer | $205,608 | $0 | $11,798 | $0 | $4,115 | $0 | $8,865 | $0 | $25,236 | $0 | $255,622 | $0 | $0 | $0 |
| Jon Hoech | ||||||||||||||
| VP of Animal Care | $184,008 | $0 | $2,739 | $0 | $1,874 | $0 | $7,893 | $0 | $21,069 | $0 | $217,583 | $0 | $0 | $0 |
| Mary-Beth Redmond-Jones | ||||||||||||||
| VP of Exhibitions & Facilities | $179,193 | $0 | $7,214 | $0 | $1,156 | $0 | $7,585 | $0 | $6,637 | $0 | $201,785 | $0 | $0 | $0 |
| Jennifer Dianto Kemmerly | ||||||||||||||
| VP of Global Ocean Initiatives | $190,902 | $0 | $2,714 | $0 | $434 | $0 | $8,052 | $0 | $12,449 | $0 | $214,551 | $0 | $0 | $0 |
| Ann Dabovich | ||||||||||||||
| VP of Gift Planning | $185,508 | $0 | $2,714 | $0 | $2,036 | $0 | $7,834 | $0 | $11,789 | $0 | $209,881 | $0 | $0 | $0 |
| Jonathan Davis | ||||||||||||||
| Controller | $169,170 | $0 | $2,714 | $0 | $1,110 | $0 | $7,345 | $0 | $23,842 | $0 | $204,181 | $0 | $0 | $0 |
| Robert Mann | ||||||||||||||
| VP of Technology | $170,708 | $0 | $2,808 | $0 | $618 | $0 | $7,582 | $0 | $38,261 | $0 | $219,977 | $0 | $0 | $0 |
| David Rosenberg | ||||||||||||||
| VP of Guest Experience | $170,082 | $0 | $2,714 | $0 | $369 | $0 | $7,065 | $0 | $968 | $0 | $181,198 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | AS PART OF THE AQUARIUM'S WELLNESS PROGRAM, ALL EMPLOYEES (INCLUDING THE LISTED EMPLOYEES IN PART VII, SECTION A) ARE ELIGIBLE TO RECEIVE A MONTHLY SUBSIDY OF $25 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). ADDITIONALLY, CERTAIN EMPLOYEES RECEIVED TAX GROSS-UP PAYMENTS FOR SMALL APPRECIATION GIFTS RECEIVED DURING THE COURSE OF THE 2021 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 7 Non-fixed payments | ALL INDIVIDUALS LISTED IN PART VII SECTION A, LINE 1A WITH REPORTABLE COMPENSATION RECEIVED A DISCRETIONARY BONUS DURING 2021. THESE BONUSES WERE DETERMINED BY THEIR RESPECTIVE SUPERVISORS AND ARE 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 | 108 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,007,690 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Equipment and Supplies | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $106,878 | 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 Other - Equipment and Supplies number of contributions | 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 AND BARBARA WRIGHT - Business relationship, JULIE PACKARD, SUSAN ORR AND LOUISE STEPHENS - Family relationship, Julie Packard, Meg Caldwell, SUSAN ORR AND LOUISE STEPHENS - Business relationship, Michael Mantell, Mark Wan - 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 consolidated 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, Chief Financial Officer (CFO), Controller and Director of Finance. 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 determines that the compensation is fair, just and reasonable and then approves total compensation for the CEO. The Board delegates to the Executive Compensation Committee the performance review and compensation approval of the Chief Financial Officer, who is not a member of the Board, and any other officers or senior staff who are highly compensated. Based upon the performance review and comparable salary information, the Committee determines that the compensation is fair, just and reasonable and approves the Executive Director's recommendation of total compensation for the CFO and all other Key employees. In each case, the review and approval is contemporaneously documented in the minutes of the Committee and the Board, respectively. This process was undertaken in 2021 and occurs annually. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Described in narrative to Form 990, Part VI, Line 15a above. |
| 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 on Interest in Charitable Remainder Trust - 304911; Change in allowance for Uncollectible pledges - -47479; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Support Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Pacific Street | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770569564 | EIN |
| Primary Activities | PROPERTY MGMT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBAF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Support Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $151,833 | InvolvedAmt |
| Method Of Amount Determination | Recorded Value | MethodOfAmountDeterminationTxt |
Comments