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.

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Tax Period End2021-12-31TaxPeriodEndDt

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Form 990 IRS990

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Gross Receipts$279,297,131GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
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Website Addresswww.montereybayaquarium.orgWebsiteAddressTxt
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Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE 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 Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee516TotalEmployeeCnt
Total Volunteers821TotalVolunteersCnt
Total Gross UBI$15,936TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$314,948NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$67,321,983PYContributionsGrantsAmt
CY Contributions Grants$60,269,366CYContributionsGrantsAmt
PY Program Service Revenue$8,085,578PYProgramServiceRevenueAmt
CY Program Service Revenue$37,372,199CYProgramServiceRevenueAmt
PY Investment Income$13,108,339PYInvestmentIncomeAmt
CY Investment Income$16,182,425CYInvestmentIncomeAmt
PY Other Revenue$571,791PYOtherRevenueAmt
CY Other Revenue$636,210CYOtherRevenueAmt
PY Total Revenue$89,087,691PYTotalRevenueAmt
CY Total Revenue$114,460,200CYTotalRevenueAmt
PY Grants And Similar Paid$106,828PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$71,369CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$41,880,976PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$38,471,393CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$385,332PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$479,123CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,635,192CYTotalFundraisingExpenseAmt
PY Other Expenses$36,969,055PYOtherExpensesAmt
CY Other Expenses$34,164,908CYOtherExpensesAmt
PY Total Expenses$79,342,191PYTotalExpensesAmt
CY Total Expenses$73,186,793CYTotalExpensesAmt
PY Revenues Less Expenses$9,745,500PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$41,273,407CYRevenuesLessExpensesAmt
Total Assets BOY$564,471,028TotalAssetsBOYAmt
Total Assets EOY$643,593,112TotalAssetsEOYAmt
Total Liabilities BOY$13,660,970TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,871,835TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$550,810,058NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$623,721,277NetAssetsOrFundBalancesEOYAmt
MissionTHE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$37,487,699ExpenseAmt
Grant$18,725GrantAmt
Revenue$37,372,199RevenueAmt
DescMarine 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

FieldValueIRS element (for citing)
Expense$14,718,378ExpenseAmt
Grant$52,644GrantAmt
Revenue$0RevenueAmt
DescEducation 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

FieldValueIRS element (for citing)
Expense$6,993,878ExpenseAmt
Grant$0GrantAmt
Revenue$486,883RevenueAmt
DescConservation 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
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Total Program Service Expenses$59,199,955TotalProgramServiceExpensesAmt
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Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

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Julie Packard
Executive Director28.00.0Yes (X)Yes (X)$173,444$0$17,595
Stephen C Neal
Chairman1.00.0Yes (X)Yes (X)$0$0$0
Caroline Getty
Trustee1.00.0Yes (X)$0$0$0
Chris Scholin
Trustee1.00.0Yes (X)$0$0$0
Connie Martinez
Trustee1.00.0Yes (X)$0$0$0
Gideon Yu
Trustee1.00.0Yes (X)$0$0$0
Greg Silverman
Trustee1.00.0Yes (X)$0$0$0
Lisa White
Trustee1.00.0Yes (X)$0$0$0
Louise Stephens
Trustee1.00.0Yes (X)$0$0$0
Margaret Caldwell
Trustee1.00.0Yes (X)$0$0$0
Mark Wan
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Martha Martinez
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Michael Mantell
Trustee1.00.0Yes (X)$0$0$0
Mike Gupta
Trustee1.00.0Yes (X)$0$0$0
MRC Greenwood
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Pietro Parravano
Trustee1.00.0Yes (X)$0$0$0
Samantha Campbell
Trustee1.00.0Yes (X)$0$0$0
Susan Orr
Trustee1.00.0Yes (X)$0$0$0
Tegan Acton
Trustee1.00.0Yes (X)$0$0$0
William Landreth
Trustee1.00.0Yes (X)$0$0$0
Barbara Wright
Secretary1.00.0Yes (X)$0$0$0
Cynthia Vernon
Chief Operating Officer39.01.0Yes (X)$287,343$0$37,460
Troy A Grande
CFO & Treasurer39.01.0Yes (X)$271,803$0$48,613
Cristina Fekeci
Chief Development Officer40.00.0$322,557$0$24,464Yes (X)
Jon Hoech
VP of Animal Care40.00.0$188,621$0$28,962Yes (X)
Margaret Spring
Chief Conservation&Sci Officer40.00.0$227,669$0$32,579Yes (X)
Marian Martha Hahn
Chief Marketing Officer40.00.0$241,039$0$28,710Yes (X)
Mary-Beth Redmond-Jones
VP of Exhibitions & Facilities40.00.0$187,563$0$14,222Yes (X)
Teresa Jeanine Merry
Chief Human Resources Officer40.00.0$221,521$0$34,101Yes (X)
Ann Dabovich
VP of Gift Planning40.00.0$190,258$0$19,623Yes (X)
David Rosenberg
VP of Guest Experience40.00.0$173,165$0$8,033Yes (X)
Jennifer Dianto Kemmerly
VP of Global Ocean Initiatives40.00.0$194,050$0$20,501Yes (X)
Jonathan Davis
Controller40.00.0$172,994$0$31,187Yes (X)
Robert Mann
VP of Technology40.00.0$174,134$0$45,843Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,026,161TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
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Contractor Compensation ContractorCompensationGrp (5 entries)

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Bogard Construction Company
350 Coral St Suite ASanta CruzCA95060Construction$4,373,207
Impacts Research
41 Logan CircleSt Simons IslandGA31522Advertising$3,096,832
Animal Exhibits and Design
PO Box 145Bay HeadNJ08742Construction$1,718,493
Frank M Booth Inc
4220 Douglas BlvdGranite BayCA95746Construction$1,645,730
John F Otto Inc dba Otto Construction
2150 Garden Rd A1MontereyCA93940Construction$1,418,040
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Unrelated Business Revenue-$147,724UnrelatedBusinessRevenueAmt
Exclusion$514,144ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$166,944RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$166,944RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$166,944TotalRevenueColumnAmt
Exclusion$166,944ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$180,436,659SecuritiesAmt
Other$35,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$164,655,654SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$15,781,005SecuritiesAmt
Other$35,000OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,816,005TotalRevenueColumnAmt
Exclusion$15,816,005ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,576,404ContriRptFundraisingEventAmt
Fundraising Direct Expenses$181,277FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$181,277TotalRevenueColumnAmt
Exclusion-$181,277ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Licensing Revenue900099$486,883$486,883
PARKING REVENUE812930$163,660$163,660

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$650,543OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$114,460,200TotalRevenueColumnAmt
Related Or Exempt Func Income$37,859,082RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$15,936UnrelatedBusinessRevenueAmt
Exclusion$16,315,816ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$17,000TotalAmt
Program Services$17,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$35,644TotalAmt
Program Services$35,644ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$18,725TotalAmt
Program Services$18,725ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,569,464TotalAmt
Program Services$1,455,366ProgramServicesAmt
Management And General$767,077ManagementAndGeneralAmt
Fundraising$347,021FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$27,023,347TotalAmt
Program Services$21,897,332ProgramServicesAmt
Management And General$3,035,789ManagementAndGeneralAmt
Fundraising$2,090,226FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,557,828TotalAmt
Program Services$1,315,643ProgramServicesAmt
Management And General$133,050ManagementAndGeneralAmt
Fundraising$109,135FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,080,918TotalAmt
Program Services$4,258,917ProgramServicesAmt
Management And General$457,580ManagementAndGeneralAmt
Fundraising$364,421FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,239,836TotalAmt
Program Services$1,820,697ProgramServicesAmt
Management And General$254,103ManagementAndGeneralAmt
Fundraising$165,036FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$217,300TotalAmt
Program Services$38,972ProgramServicesAmt
Management And General$178,328ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$178,704TotalAmt
Program Services$0ProgramServicesAmt
Management And General$178,704ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$134,425TotalAmt
Program Services$134,425ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$479,123TotalAmt
Fundraising$479,123FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$626,053TotalAmt
Management And General$626,053ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,795,232TotalAmt
Program Services$5,418,625ProgramServicesAmt
Management And General$730,035ManagementAndGeneralAmt
Fundraising$646,572FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,855,828TotalAmt
Program Services$3,847,732ProgramServicesAmt
Management And General$8,096ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,957,579TotalAmt
Program Services$1,905,935ProgramServicesAmt
Management And General$16,133ManagementAndGeneralAmt
Fundraising$35,511FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,307,683TotalAmt
Program Services$2,957,525ProgramServicesAmt
Management And General$324,498ManagementAndGeneralAmt
Fundraising$25,660FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$19,271TotalAmt
Program Services$18,486ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$785FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,926,197TotalAmt
Program Services$4,241,845ProgramServicesAmt
Management And General$405,766ManagementAndGeneralAmt
Fundraising$278,586FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$180,968TotalAmt
Program Services$121,373ProgramServicesAmt
Management And General$23,594ManagementAndGeneralAmt
Fundraising$36,001FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,742TotalAmt
Program Services$16,185ProgramServicesAmt
Management And General$2,674ManagementAndGeneralAmt
Fundraising$883FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,054,217TotalAmt
Program Services$8,891,311ProgramServicesAmt
Management And General$2,121,025ManagementAndGeneralAmt
Fundraising$41,881FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$811,595TotalAmt
Program Services$771,254ProgramServicesAmt
Management And General$35,249ManagementAndGeneralAmt
Fundraising$5,092FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescSponsorship and GiftsDesc
Total$80,114TotalAmt
Program Services$16,963ProgramServicesAmt
Management And General$53,892ManagementAndGeneralAmt
Fundraising$9,259FundraisingAmt

All Other Expenses AllOtherExpensesGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$73,186,793TotalAmt
Program Services$59,199,955ProgramServicesAmt
Management And General$9,351,646ManagementAndGeneralAmt
Fundraising$4,635,192FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$25,883,575BOYAmt
EOY$37,004,816EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,298,840BOYAmt
EOY$2,753,169EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$21,091,948BOYAmt
EOY$16,425,104EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,370,246BOYAmt
EOY$2,323,456EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,155,034BOYAmt
EOY$1,636,365EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$346,727,797LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$189,030,079LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$149,679,759BOYAmt
EOY$157,697,718EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$51,644,777BOYAmt
EOY$90,775,867EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$291,229,234BOYAmt
EOY$329,072,726EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,117,615BOYAmt
EOY$5,903,891EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$564,471,028BOYAmt
EOY$643,593,112EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,545,674BOYAmt
EOY$11,539,316EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,009,002BOYAmt
EOY$8,231,913EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$106,294BOYAmt
EOY$100,606EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,660,970BOYAmt
EOY$19,871,835EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$455,801,417BOYAmt
EOY$522,475,636EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$95,008,641BOYAmt
EOY$101,245,641EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$550,810,058BOYAmt
EOY$623,721,277EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$564,471,028BOYAmt
EOY$643,593,112EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$41,273,407ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$31,380,380NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$257,432OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,375,810CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,258,026CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,820,387CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,321,983CurrentTaxYearMinus1YearAmt
Current Tax Year$60,269,366CurrentTaxYearAmt
Total$288,045,572TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,375,810CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,258,026CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,820,387CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,321,983CurrentTaxYearMinus1YearAmt
Current Tax Year$60,269,366CurrentTaxYearAmt
Total$288,045,572TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$46,136,138SubstantialContributorsTotAmt
Public Support Total170$241,909,434PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,006,154CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,247,155CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,856,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,485,246CurrentTaxYearMinus1YearAmt
Current Tax Year$681,088CurrentTaxYearAmt
Total$17,276,448TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,732CurrentTaxYearMinus1YearAmt
Current Tax Year$15,936CurrentTaxYearAmt
Total$158,967TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$34,480TotalAmt
FieldValueIRS element (for citing)
Total Support$305,515,467TotalSupportAmt
Gross Receipts Rltd Activities$205,366,764GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7918PublicSupportCY170Pct
Public Support PY1700.7802PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$134,425FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$134,425FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$59,065,530FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$59,199,955FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$210,977CurrentYearMinus3Amt
Current Year Minus2$206,485CurrentYearMinus2Amt
Current Year Minus1$128,075CurrentYearMinus1Amt
Current Year$134,425CurrentYearAmt
Total$679,962TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$7,321CurrentYearMinus3Amt
Current Year Minus2$2,052CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$9,373TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$233,228,187BeginningYearBalanceAmt
Contributions$2,946,556ContributionsAmt
Investment Earnings Or Losses$39,997,740InvestmentEarningsOrLossesAmt
Other Expenditures$8,600,000OtherExpendituresAmt
End Year Balance$267,572,483EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$239,831,456BeginningYearBalanceAmt
Contributions$10,625,727ContributionsAmt
Investment Earnings Or Losses-$10,238,996InvestmentEarningsOrLossesAmt
Other Expenditures$6,990,000OtherExpendituresAmt
End Year Balance$233,228,187EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$196,825,806BeginningYearBalanceAmt
Contributions$15,723,311ContributionsAmt
Investment Earnings Or Losses$33,455,339InvestmentEarningsOrLossesAmt
Other Expenditures$6,173,000OtherExpendituresAmt
End Year Balance$239,831,456EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.845BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.098PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.057TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,797,822OtherCostOrOtherBasisAmt
Book Value$24,797,822BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$205,661,175OtherCostOrOtherBasisAmt
Depreciation$113,734,972DepreciationAmt
Book Value$91,926,203BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,983,516OtherCostOrOtherBasisAmt
Depreciation$29,564,158DepreciationAmt
Book Value$8,419,358BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$78,285,284OtherCostOrOtherBasisAmt
Depreciation$45,730,949DepreciationAmt
Book Value$32,554,335BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$157,697,718TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Equity Funds$152,080,844F
Bond Funds$61,822,381F
Hedge Funds$31,760,085F
Nonmarketable Investments$83,409,416F
FieldValueIRS element (for citing)
Total Book Value Securities$329,072,726TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescGift Annuity Payment LiabilityDesc
Amt$100,606Amt
FieldValueIRS element (for citing)
Total Liability$100,606TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE EARNINGS OF THE AQUARIUM'S ENDOWMENT FUNDS SUPPORT EDUCATION AND CONSERVATION PROGRAMS AND THE MISSION OF THE AQUARIUM.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE 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

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)00Program ServicesConferences/Consults$7,648
North America (Canada & Mexico only)00Program ServicesConferences/Consults$11,427
Sub-Saharan Africa00Program ServicesConferences/Consults$2,312
North America (Canada & Mexico only)00GrantmakingResearch$18,725
Central America and the Caribbean00Investments$4,122,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$4,162,112SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$4,162,112TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
North America (Canada & Mexico only)Grant award for field work and tagging - Dolphinfish$9,725WIRe
North America (Canada & Mexico only)Grant for Tuna Research$9,000Wire
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsTHE AQUARIUM REQUIRES POTENTIAL GRANT RECIPIENTS TO SUBMIT FORMAL APPLICATIONS WHICH ARE REVIEWED BY THE PROGRAM MANAGER FOR CONSISTENCY WITH THE AQUARIUM'S MISSION AND COMPLIANCE WITH THE ANNUAL BUDGET. FURTHERMORE, THE AQUARIUM REQUIRES A WRITTEN REPORT FROM THE GRANTEE PROVIDING DETAIL ABOUT HOW FUNDS WERE USED TO ACCOMPLISH THE GRANT OBJECTIVES. REPORTS ARE REVIEWED BY THE PROGRAM MANAGER FOR COMPLIANCE WITH GRANT CONDITIONS.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; 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 statementsNORTH AMERICA (CANADA & MEXICO ONLY)-Accrual

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Feldstein CO LLC
601 Skokie BLVD Suite 103NorthbrookIL60063Consulting/marketingfalse$0$141,750-$141,750
S D & A TELESERVICES
57 West Century BLVD STE 300Los AngelesCA90045Telemarketingfalse$111,414$122,625-$11,211
Avalon Consulting Group Inc
805 15th Street NW Suite 700WashingtonDC20005Membership consulting and direct mailfalse$8,016,750$214,748$7,802,002
FieldValueIRS element (for citing)
Total Gross Receipts$8,128,164TotalGrossReceiptsAmt
Total Retained By Contractors$479,123TotalRetainedByContractorsAmt
Total Net To Organization$7,649,041TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Award DinnerEvent1Nm
Gross Receipts Event1$1,576,404GrossReceiptsEvent1Amt
Charitable Contri Event1$1,576,404CharitableContriEvent1Amt
Gross Revenue Event1$0GrossRevenueEvent1Amt
Non Cash Prizes Event1$6,696NonCashPrizesEvent1Amt
Rent Facility Costs Event1$11,467RentFacilityCostsEvent1Amt
Food And Beverage Event1$24,805FoodAndBeverageEvent1Amt
Entertainment Event1$1,650EntertainmentEvent1Amt
Other Direct Expenses Event1$136,659OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$1,576,404GrossReceiptsTotalAmt
Charitable Contributions Tot$1,576,404CharitableContributionsTotAmt
Gross Revenue Total Events$0GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$6,696NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$11,467RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$24,805FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,650EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$136,659OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$181,277DirectExpenseSummaryEventsAmt
Net Income Summary-$181,277NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1San Jose State University Research FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1210 N Fourth St 4th FloorAddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95112ZIPCd
FieldValueIRS element (for citing)
Recipient EIN946017638RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$7,500CashGrantAmt
Purpose Of GrantGrant Funding for Tuna ResearchPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
INDIVIDUAL SCHOLARSHIP14$23,300
STIPENDS22$12,344

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationTHE AQUARIUM REQUIRES POTENTIAL GRANT RECIPIENTS TO SUBMIT FORMAL APPLICATIONS WHICH ARE REVIEWED BY THE PROGRAM MANAGER FOR CONSISTENCY WITH THE AQUARIUM'S MISSION AND COMPLIANCE WITH THE ANNUAL BUDGET. FURTHERMORE, THE AQUARIUM REQUIRES A WRITTEN REPORT FROM THE GRANTEE PROVIDING DETAIL ABOUT HOW FUNDS WERE USED TO ACCOMPLISH THE GRANT OBJECTIVES. REPORTS ARE REVIEWED BY THE PROGRAM MANAGER FOR COMPLIANCE WITH GRANT CONDITIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Julie Packard
Executive Director$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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsAS 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 paymentsALL 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution108ContributionCnt
Noncash Contributions Rpt F990$3,007,690NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEquipment and SuppliesDesc
Contribution4ContributionCnt
Noncash Contributions Rpt F990$106,878NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - number of contributions Other - Equipment and Supplies number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJULIE PACKARD, CHRIS SCHOLIN 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 bodyThe 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 policyThe Executive Director's office assures that all disclosure forms (and mitigation plans, if applicable) have been received from all trustees and officers by January 31 of each year, prepares a summary of disclosures, and forwards the completed forms and the summary to the Aquarium's conflicts review panel, consisting of the Executive Director, legal counsel, Chief Human Resources Officer, 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 officialThe Board of Trustees maintains a performance evaluation process for the Chief Executive Officer, referred to as the Executive Director, who is a member of the Board. The Board's Executive Compensation Committee, comprised of independent trustees, reviews the CEO's performance with input from other board members, and recommends the compensation of the CEO to the Board. The Committee obtains and reviews market survey data from several independent organizations containing data for comparable positions at comparable organizations. The Committee provides the performance review and comparable salary information to the Board and recommends the CEO's compensation. Based upon the performance review and comparable salary information, the independent members of the Board 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 employeesDescribed in narrative to Form 990, Part VI, Line 15a above.
Form 990, Part VI, Line 19 Required documents available to the publicThe Aquarium makes its audited financial statements and form 990 for the most recent three years available to the public by posting on its website. The conflicts of interest policy and governing documents are provided upon request within two business days.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesUnrealized Gain 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

FieldValueIRS element (for citing)
Business Name Line1Monterey Bay Aquarium Support ServicesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line199 Pacific StreetAddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd
FieldValueIRS element (for citing)
EIN770569564EIN
Primary ActivitiesPROPERTY MGMTPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusType IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MBAFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Monterey Bay Aquarium Support ServicesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeKTransactionTypeTxt
Involved$151,833InvolvedAmt
Method Of Amount DeterminationRecorded ValueMethodOfAmountDeterminationTxt

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