2022-11-08T13:59:01-06:00 2022-06-30 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2021-07-01 941156258 CALIFORNIA ACADEMY OF SCIENCES CALI 4153795141 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 MATTHEW LAU INTERIM CFO 4153795141 2022-11-08 1 MATTHEW LAU XXX-XX-XXXX YONG ZHANG CPA P01249785 7033366400 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SCOTT SAMPSON 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 488199604 0 X WWW.CALACADEMY.ORG X 1904 CA TO EXPLORE, EXPLAIN, AND SUSTAIN LIFE USING THE RESOURCES OF OUR RESEARCH INSTITUTE, AQUARIUM, PLANETARIUM, NATURAL HISTORY MUSEUM, AND RAINFOREST TO SHARE SCIENTIFIC KNOWLEDGE WITH THE PUBLIC. 41 41 625 400 44030 6666 47242529 49007930 5465890 21165211 42250990 9513096 238417 8464799 95197826 88151036 68622 135150 0 0 37735907 43896551 122301 221842 5309680 30812201 39540302 68739031 83793845 26458795 4357191 832230890 776432772 302173145 294983882 530057745 481448890 X SUSTAINABILITY IS NOT ENOUGH. TO REPAIR OUR DAMAGED ECOSYSTEMS AND CLIMATE, WE NEED TO REDO WHAT EARTH GOT RIGHT THE FIRST TIME. IT'S TIME TO REGENERATE THE NATURAL WORLD.THROUGH EXPEDITIONS AROUND THE GLOBE AND INVESTIGATIONS IN THE LAB, ACADEMY SCIENTISTS STRIVE TO UNDERSTAND THE EVOLUTION AND INTERCONNECTEDNESS OF LIFE AND GUIDE CRITICAL CONSERVATION DECISIONS. THROUGH EXHIBITIONS, EDUCATIONAL PROGRAMS, AND PARTNERSHIPS THAT ADDRESS THESE SAME TOPICS-ON-SITE, IN THE COMMUNITY, IN BIODIVERSITY HOTSPOTS AROUND THE WORLD, AND ONLINE-THE ACADEMY AIMS TO IGNITE CURIOSITY ABOUT THE NATURAL WORLD, INSPIRE AND MENTOR THE NEXT GENERATION OF SCIENTISTS AND EDUCATORS, CULTIVATE A MORE SCIENTIFICALLY LITERATE PUBLIC, AND KINDLE A COMMITMENT TO RESPONSIBLE STEWARDSHIP OF OUR PLANET. 0 0 25962268 2565171 EXHIBITS AND PUBLIC ENGAGEMENT: THE ALL-DIGITAL MORRISON PLANETARIUM USES SCIENTIFIC DATA TO SHARE CURRENT DISCOVERIES AND PRESENT IMMERSIVE SHOWS THAT ROTATE THROUGHOUT THE YEAR. THE HIDDEN WONDERS EXHIBIT PROVIDES AN UNPRECEDENTED PEEK AT SOME OF THE STANDOUT SPECIMENS FROM OUR SCIENTIFIC COLLECTIONS-INCLUDING SOME ON VIEW FOR THE VERY FIRST TIME. BUGS ENABLES VISITORS TO SEE THE WORLD FROM INSECTS' POINT OF VIEW, AND LEARN HOW THEY'VE EVOLVED THEIR UNIQUE ADAPTATIONS AND BEHAVIORS. THE GIANTS OF LAND AND SEA EXHIBIT CELEBRATES NORTHERN CALIFORNIA'S ICONIC NATURAL PHENOMENA LIKE REDWOODS, MARINE MAMMALS, AND FOG. THE COLOR OF LIFE EXHIBIT EXPLORES THE ROLE OF COLOR IN THE NATURAL WORLD WITH VIBRANT LIVE ANIMALS, SPECIMENS, AND IMMERSIVE INTERACTIVES. GEMS AND MINERALS UNEARTHED SHOWCASES SPECIMENS FROM THE ACADEMY'S RENOWNED GEOLOGY COLLECTION. BIGPICTURE SHOWCASES WINNING IMAGES FROM THE ACADEMY'S ANNUAL, INTERNATIONAL WILDLIFE PHOTOGRAPHY COMPETITION WITH A DISPLAY THAT ROTATES ANNUALLY. 17041228 107380 312436 BIODIVERSITY SCIENCE AND SUSTAINABILITY : THE ACADEMY'S INSTITUTE FOR BIODIVERSITY SCIENCE AND SUSTAINABILITY ("IBSS") IS HOME TO MORE THAN 100 WORLD-CLASS SCIENTISTS, OVER 100 INTERNATIONAL ASSOCIATES, AND MORE THAN 450 DISTINGUISHED FELLOWS WHO GATHER NEW KNOWLEDGE ABOUT LIFE'S DIVERSITY AND THE PROCESS OF EVOLUTION AND RAPIDLY APPLY THAT UNDERSTANDING TO OUR EFFORTS TO REGENERATE THE NATURAL WORLD. THROUGH INNOVATIVE PARTNERSHIPS AND COMMUNITY ENGAGEMENT INITIATIVES, THEY ALSO GUIDE CRITICAL CONSERVATION DECISIONS WORLDWIDE, INSPIRE AND MENTOR THE NEXT GENERATION OF SCIENTISTS, AND FOSTER RESPONSIBLE STEWARDSHIP OF OUR PLANET SO THAT HUMANS AND NATURE CAN THRIVE TOGETHER. 11879372 22595 AQUARIUM: THE STEINHART AQUARIUM IS HOME TO NEARLY 40,000 LIVE ANIMALS FROM AROUND THE WORLD AND HOSTS THE LARGEST AND DEEPEST INDOOR CORAL REEF IN THE WORLD. THE FOUR-STORY RAINFOREST HAS FREE-FLYING BIRDS AND BUTTERFLIES AND EXOTIC REPTILES AND AMPHIBIANS. AFRICAN HALL IS HOME TO A COLONY OF AFRICAN PENGUINS. 3646092 27770 2912985 EDUCATION AND OUTREACH: THE ACADEMY IS AN INNOVATIVE LEADER IN EFFORTS TO INCREASE SCIENTIFIC AND ENVIRONMENTAL LITERACY WORLDWIDE. THE MUSEUM IS HOME TO SCIENCE EDUCATORS AND COMMUNICATORS AS WELL AS HIGHLY TRAINED DOCENTS WHO ENGAGE PEOPLE OF ALL AGES-HERE IN CALIFORNIA AND AROUND THE WORLD-IN THE SCIENTIFIC CONCEPTS AND ISSUES THAT WILL SHAPE OUR FUTURE. THROUGH INTENSIVE PARTNERSHIPS WITH SCHOOLS AND TEACHERS, INNOVATIVE PROGRAMS FOR ALL AGES, ENGAGING ONLINE LEARNING AND DIGITAL MEDIA OFFERINGS, AND IMMERSIVE SCIENCE VISUALIZATION PRODUCTIONS, ACADEMY EDUCATORS WORK TO INCREASE THE PUBLIC'S UNDERSTANDING AND APPRECIATION OF THE NATURAL WORLD AND INSPIRE PARTICIPANTS TO ENSURE THE RICH DIVERSITY OF LIFE ON EARTH.VOLUNTEERS HELP SUPPORT THE ACADEMY ANNUALLY AND PROVIDE A CONNECTION BETWEEN THE DIVERSE BAY AREA COMMUNITY AND THE ACADEMY'S MUSEUM, RESEARCH, AND ADMINISTRATION. AS ONE OF THE BAY AREA'S LEADING CULTURAL INSTITUTIONS DEDICATED TO OPENING ITS DOORS TO THE ENTIRE COMMUNITY, THE ACADEMY OFFERS A VARIETY OF FREE AND REDUCED ADMISSION OPPORTUNITIES AND ACCESS PROGRAMS TO SERVE ALL VISITORS. 3140834 MEMBERSHIP: THE ACADEMY'S MEMBERSHIP PROGRAM PROVIDES YEAR ROUND ACCESS TO OUR OFFERINGS TO NEARLY 40,000 HOUSEHOLDS. THROUGH THEIR MONTHLY AND ANNUAL GIFTS, MEMBERS SUPPORT THE ACADEMY'S MISSION TO REGENERATE THE NATURAL WORLD THROUGH SCIENCE, LEARNING, AND COLLABORATION. ON AVERAGE, ACADEMY MEMBERS VISIT BETWEEN TWO AND THREE TIMES A YEAR, PARTICIPATING IN OUR PUBLIC PROGRAMS, EXPLORING THE ICONIC EXHIBITS, SUCH AS THE STEINHART AQUARIUM AND RAINFOREST, ATTENDING WORKSHOPS AND LECTURES, AND SHARING THE EXPERIENCE WITH THEIR FRIENDS AND FAMILIES. A SIGNIFICANT NUMBER OF THE ACADEMY'S MEMBERS HAVE BEEN A PART OF THE ACADEMY "FAMILY" FOR MANY GENERATIONS. 15555126 ADMISSIONS 6786926 27770 18468111 61669794 1 1 0 1 0 0 1 1 0 1 1 1 0 0 1 1 1 1 0 1 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 142 0 1 625 1 1 1 1 MA 0 0 0 0 0 0 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC FL MA NC NY X X MATHEW LAU 4153795141 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 CHARLES MARSHALL PRESIDENT 2.00 X X 0 0 0 DAN JANNEY CHAIR 1.50 X X 0 0 0 TESSA HILL VICE PRESIDENT 2.00 X X 0 0 0 VIRGINIA TUSHER SECRETARY 1.50 X X 0 0 0 ADAM GAZZALEY TRUSTEE 1.00 X 0 0 0 ADAM SAVAGE TRUSTEE 0.50 X 0 0 0 ANDY SCHWAB TRUSTEE 0.50 X 0 0 0 BILL YOUNGER TRUSTEE 0.50 X 0 0 0 CHRIS FIELD TRUSTEE 1.00 X 0 0 0 COREY GARZA TRUSTEE 1.00 X 0 0 0 DAN CARROLL TRUSTEE 0.50 X 0 0 0 DAVID KENNEDY TRUSTEE 0.50 X 0 0 0 DEREK MITCHELL TRUSTEE 0.50 X 0 0 0 ELIZABETH BLACKBURN TRUSTEE 1.00 X 0 0 0 FELICIA CHIU TRUSTEE 0.50 X 0 0 0 GARY STEELE TRUSTEE 0.50 X 0 0 0 JACK FORESTELL TRUSTEE 0.50 X 0 0 0 JAY KAHN TRUSTEE 0.50 X 0 0 0 JEFF KOSEFF TRUSTEE 1.00 X 0 0 0 JOE O'DONNELL TRUSTEE 0.50 X 0 0 0 JOHN ADAMS TRUSTEE 0.50 X 0 0 0 JOHN GOLDMAN TRUSTEE 0.50 X 0 0 0 KEVIN HARTZ TRUSTEE 0.50 X 0 0 0 KIRSTEN RHODES TRUSTEE 0.50 X 0 0 0 LARRY MIAO TRUSTEE 0.50 X 0 0 0 LAURA FURSTENTHAL TRUSTEE 0.50 X 0 0 0 LISA WHITE TRUSTEE 1.00 X 0 0 0 MARC EBBIN TRUSTEE 0.50 X 0 0 0 MARIE LIPMAN TRUSTEE 0.50 X 0 0 0 MARTA SALAS-PORRAS TRUSTEE UNTIL 10/31/2021 0.50 X 0 0 0 MIKE MILLMAN TRUSTEE 0.50 X 0 0 0 MIKE SWEENEY TRUSTEE 0.50 X 0 0 0 NATHAN BROSTROM TRUSTEE 0.50 X 0 0 0 NAUREEN HASSAN TRUSTEE 0.50 X 0 0 0 NICK GIOVANNI TRUSTEE 0.50 X 0 0 0 NICK SIMON TRUSTEE 0.50 X 0 0 0 PETER FENTON TRUSTEE 0.50 X 0 0 0 REBECCA LIN TRUSTEE 0.50 X 0 0 0 RON ZEFF TRUSTEE 0.50 X 0 0 0 STEVE KAWA TRUSTEE 0.50 X 0 0 0 ZACK LARA TRUSTEE 0.50 X 0 0 0 SCOTT SAMPSON EXECUTIVE DIRECTOR 40.00 X 524144 0 217924 MIKE MCGEE CHIEF FINANCIAL OFFICER 40.00 X 383125 0 33933 MATHEW LAU INTERIM CHIEF FINANCIAL OFFICER, UNTIL 4/15/22 40.00 X 164538 0 19059 MELISSA FELDER CHIEF REVENUE & MARKETING OFFICER 40.00 X 354332 0 42817 MARY NEMEROV CHIEF PHILANTHROPY OFFICER 40.00 X 350584 0 7859 ELIZABETH BABCOCK CHIEF PUBLIC ENGAGEMENT OFFICER UNTIL 4/2/22 40.00 X 314553 0 34063 IKE KWON COO & HEAD OF GOVERNMENT AFFAIRS 40.00 X 280555 0 42659 SHANNON BENNETT CHIEF OF SCIENCE & DEAN OF RESEARCH AND COLLECTION 40.00 X 278824 0 42211 RAUL DEL BARCO CHIEF HUMAN RESOURCES OFFICER UNTIL 6/15/22 40.00 X 229773 0 20675 LUIZ ROCHA CURATOR, ICHTHYOLOGY 40.00 X 244119 0 40539 RYAN WYATT SR DIRECTOR, MORRISON PLANETARIUM 40.00 X 223560 0 21859 MICHAEL COSTANZO GENERAL COUNSEL & CHIEF OF STAFF 40.00 X 221441 0 36350 BART SHEPHERD SR DIRECTOR OF STEINHART AQUARIUM 40.00 X 206710 0 42897 BRIAN FISHER CURATOR, ENTOMOLOGY 40.00 X 197773 0 38725 3974031 0 641570 86 0 1 0 RON FOTH RETAIL INC DEPT L - 3212 COLUMBUS OH 43260 ADVERTISING SERVICES 3637668 COMMERCIAL CONSTRUCTION & IMPROVEMENTS 2 HENRY ADAMS STREET SUITE M99 SAN FRANCISCO CA 94103 CONSTRUCTION SERVICES 942069 ONERHYTHM LLC 414 1ST ST E 6 SONOMA CA 94576 MARKETING SERVICES 884465 ROSENDIN ELECTRIC INC 2121 OAKDALE AVE SAN FRANCISCO CA 94124 ELECTRIC SERVICES 507950 BIENENSTOCK NATURAL PLAYGROUNDS INC 590 HIGHWAY 105 123 MONUMENT CO 80132 CONSTRUCTION SERVICES 441288 26 6497528 1570627 16136024 24803751 1586244 49007930 ADMISSIONS 900099 16598508 16598508 AUXILIARY ACTIVITIES 900099 4566703 4566703 21165211 6516974 44030 6472944 268810 199827 68983 402456700 399440620 19958 3016080 -19958 2996122 2996122 181400 1570627 587990 -406590 -406590 3274 0 3274 3274 DEBT EXTINGUISHMENT 900099 8106745 8106745 CAFE COMMISSIONS 900099 492560 492560 8599305 88151036 21368312 44030 17730764 135150 135150 4615601 1826826 2207712 581063 31337152 24146728 4663705 2526719 1207216 872136 230727 104353 4551361 3288066 869872 393423 2185221 1578682 417647 188892 136226 33521 102705 232156 232156 149831 149831 221842 221842 1656353 313660 847440 495253 6192647 4229243 1636703 326701 4015930 3959807 28515 27608 2715669 1970436 271177 474056 1360287 920887 389150 50250 29050 19469 9147 434 4030682 3320487 677493 32702 678384 549270 110886 18228 84640 34694 39976 9970 1715544 1462386 238574 14584 12908743 10539267 2264368 105108 710252 710252 EQUIPMENT 2406264 1729016 437993 239255 PROFESSIONAL DEVELOPMEN 366674 186475 119802 60397 PARTICIPANT SUPPORT 352937 322040 4820 26077 FUNDRAISING EVENTS EXPE -587990 -587990 386023 231548 153720 755 83793845 61669794 16814371 5309680 34855 44892 2650322 3575844 24192156 24209296 646515 1074862 29692 2500 244271 136025 33865 31942 1145720 602998 500751267 208531399 301568403 292219868 349056375 323931771 134372127 128079559 18256589 2523215 832230890 776432772 5794301 6185994 5395550 6716672 279505376 279770529 11477918 2310687 302173145 294983882 X 366539211 332489788 163518534 148959102 530057745 481448890 832230890 776432772 X 4357191 -51688501 -1277545 X X 0 1 X 1 1 1 X 46599481 32916896 33870305 47242529 49007930 209637141 46599481 32916896 33870305 47242529 49007930 209637141 10884748 198752393 9380728 12312462 9419273 6431456 6541927 44085846 151031 6666 157697 1251577 1279345 700283 113683 8780705 12125593 266006277 95006735 0.74720 0.78580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFE COMMISSIONS - 2017 AMOUNT: $ 1,000,310. 2018 AMOUNT: $ 1,035,775. 2019 AMOUNT: $ 606,083. 2020 AMOUNT: $ 75,005. 2021 AMOUNT: $ 492,560. FUNDRAISING - 2017 AMOUNT: $ 251,267. 2018 AMOUNT: $ 243,570. 2019 AMOUNT: $ 94,200. 2020 AMOUNT: $ 38,678. 2021 AMOUNT: $ 181,400. DEBT EXTINGUISHMENT - 2021 AMOUNT: $ 8,106,745. 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THE PURPOSE OF THE DEED RESTRICTION IS TO PRESERVE AND PROTECT THE OPEN SPACE, NATURAL, ECOLOGICAL AND SCENIC VALUES OF THE PROPERTY AND TO PREVENT ANY USE OF THE PROPERTY THAT WILL SIGNIFICANTLY IMPAIR OR DEGRADE THOSE VALUES. PART II, LINE 9: THE LAND IS BEING HELD FOR PRESERVATION PURPOSES, THEREFORE, REVENUE GENERATING ACTIVITIES ARE NOT TAKING PLACE ON THE LAND. THE EXPENSES RELATED TO MONITOR OR ENFORCE THE EASEMENT ARE RECORDED IN THE PERIOD INCURRED AS AN OPERATING EXPENSE. PART III, LINE 1A: CONTRIBUTIONS OF LIVING AND OTHER COLLECTIONS HELD AS PART OF A COLLECTION - FOR EDUCATION, RESEARCH OR PUBLIC EXHIBITION RATHER THAN FOR SALE - ARE NOT RECOGNIZED OR CAPITALIZED. SUCH ITEMS WHICH HAVE BEEN ACQUIRED THROUGH PURCHASE HAVE SIMILARLY NOT BEEN CAPITALIZED. PART III, LINE 4: THE LIBRARY COLLECTION CONSISTS OF RARE BOOKS. CONTRIBUTIONS OF LIVING AND OTHER SPECIMENS HELD AS PART OF A COLLECTION - FOR EDUCATION, SCIENCE OR PUBLIC EXHIBITION RATHER THAN FOR SALE - ARE NOT RECOGNIZED OR CAPITALIZED. PART V, LINE 4: THE INTENDED USES OF THE ACADEMY'S ENDOWMENT FUNDS ARE A BALANCE BETWEEN PROVIDING CURRENT PURPOSE RESTRICTED PROGRAM FUNDING, CURRENT OPERATING FUNDING, AND PRESERVATION OF THE ENDOWMENT TO ENSURE THE AVAILABILITY OF FUNDS FOR FUTURE OPERATIONS OF THE ACADEMY. PART X, LINE 2: THE ACADEMY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE ("IRC OR "THE CODE") AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE ACADEMY IS ALSO A PUBLIC-BENEFIT, TAX-EXEMPT CORPORATION UNDER THE LAWS OF THE STATE OF CALIFORNIA AND IS THEREFORE EXEMPT FROM CALIFORNIA INCOME AND FRANCHISE TAXES ON OPERATIONS RELATED TO ITS EXEMPT PURPOSE AND ANY EXCLUDABLE INVESTMENT INCOME. THE ACADEMY FILES U.S. EXEMPT ORGANIZATION RETURNS AND, AS APPLICABLE, UNRELATED BUSINESS INCOME TAX RETURNS IN FEDERAL AND STATE JURISDICTIONS. THE ACADEMY'S TAX RETURNS FOR THE FISCAL YEARS ENDED JUNE 30, 2019, 2020, AND 2021 ARE OPEN FOR POTENTIAL IRS/STATE TAX BOARD EXAMINATION. THE PARTNERSHIP FILES U.S. PARTNERSHIP TAX RETURNS AND, AS APPLICABLE, INCOME TAX RETURNS IN STATE JURISDICTIONS. THE PARTNERSHIP'S TAX RETURNS FOR THE CALENDAR YEARS ENDED DECEMBER 31, 2019, 2020, AND 2021 ARE OPEN FOR POTENTIAL IRS/STATE TAX BOARD EXAMINATION. TO DATE, NEITHER THE ACADEMY NOR THE PARTNERSHIP HAVE BEEN NOTIFIED BY TAXING AUTHORITIES OF ANY PENDING EXAMINATION. THE ACADEMY FOLLOWS THE PROVISIONS OF FASB ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THERE WERE NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF JUNE 30, 2022 OR 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST -1,277,545. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -587,990. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 587,990. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES FIELDWORK, SCIENTIFIC & PROFESSIONAL CONFERENCES 38002 SUB-SAHARAN AFRICA 1 11 PROGRAM SERVICES FIELDWORK AND EXAMINE SPECIES. 698180 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION 7598 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES FIELDWORK AND EXAMINE SPECIES. 161713 SOUTH AMERICA 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH & EDUCATION, SCIENTIFIC & PROFESSIONAL CONFERENCES 9333 SOUTH ASIA 0 0 PROGRAM SERVICES FIELDWORK AND EXAMINE SPECIES. 93834 1 11 0 0 1 11 1008660 0 1008660 0 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN FOREIGN REGIONS. PART III ACCOUNTING METHOD: PART I, LINE 3 FOR MORE THAN 160 YEARS, THE ACADEMY HAS TRAVELED THE GLOBE, COLLECTING ALL MANNER OF ROCKS AND ORGANISMS THAT CONTINUALLY TEACH US ABOUT WHERE WE'VE COME FROM AND WHERE WE ARE GOING. DIGGING, DIVING, AND DISCOVERING, ACADEMY SCIENTISTS HAVE LED EXPEDITIONS TO DOCUMENT THE PLANET'S DIVERSE FLORA AND FAUNA. THE MADAGASCAR BIODIVERSITY CENTER (MBC) IS A MALAGASY NGO FUNDED AND MANAGED BY THE CALIFORNIA ACADEMY OF SCIENCES. THE CENTRAL MISSION OF MBC IS TO IMPROVE AND ACCELERATE INDIVIDUAL AND INSTITUTIONAL CAPACITY IN BIODIVERSITY RESEARCH IN MADAGASCAR. THE CENTER INCLUDES TRAINING FACILITIES FOR MALAGASY STUDENTS AND PROVIDES AN ENVIRONMENT WHERE MALAGASY SCIENTISTS CAN PARTICIPATE IN CONSERVATION DECISION-MAKING. MBC HAS ESTABLISHED COLLABORATIONS WITH PARC BOTANIQUE ET ZOOLOGIQUE DE TSIMBAZAZA, ASSOCIATION NATIONALE POUR LA GESTION DES AIRES PROTEGEES, AND INTERNATIONAL CONSERVATION AGENCIES IN MADAGASCAR TO ENSURE THAT OUR RESULTS WILL BE CONSIDERED AS THEY DESIGN PRIORITY AREAS, MODEL CLIMATE CHANGE, OR MANAGE LOCAL PARKS. X X X X X X X 1 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 DEVELOPMENT OF A CAMPAIGN PLAN,AND STRATEGIC CONSULTING 0 15000000 77500 14922500 MR STRATEGIC SERVICES INC 1101 CONNECTICUT AVENUE NW 7TH FLO WASHINGTON DC DC 20036 DEVELOPMENT OF SMALL TO MID-LEVEL PROGRAM REVIEW AND STRATEG 0 973852 144342 829510 15973852 221842 15752010 CA BIG BANG GALA 1418689 1317989 100700 122463 33500 302340 SUPERNATURAL 333338 252638 80700 50274 8773 70640 1752027 1570627 181400 172737 42273 372980 587990 -406590 1 ASSISTANCE TO STUDENTS FOR STUDY AND RESEARCH 61 135150 PART I, LINE 2: PARTICIPANTS WORK CLOSELY WITH THEIR DEPARTMENTAL ADVISER, WHO IS REQUIRED TO SUBMIT REPORTS DESCRIBING PROJECT OUTCOMES THROUGHOUT THE TERM OF THE SCHOLARSHIP OR ASSISTANCE. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 SCOTT SAMPSON EXECUTIVE DIRECTOR 425976 0 95000 0 3168 0 2740 0 215184 0 742068 0 0 0 MIKE MCGEE CHIEF FINANCIAL OFFICER 381979 0 0 0 1146 0 3004 0 30929 0 417058 0 0 0 MATHEW LAU INTERIM CHIEF FINANCIAL OFFICER, UNT 164175 0 0 0 363 0 4302 0 14757 0 183597 0 0 0 MELISSA FELDER CHIEF REVENUE & MARKETING OFFICER 352268 0 0 0 2064 0 9032 0 33785 0 397149 0 0 0 MARY NEMEROV CHIEF PHILANTHROPY OFFICER 349864 0 0 0 720 0 6743 0 1116 0 358443 0 0 0 ELIZABETH BABCOCK CHIEF PUBLIC ENGAGEMENT OFFICER UNTI 313471 0 0 0 1082 0 0 0 34063 0 348616 0 0 0 IKE KWON COO & HEAD OF GOVERNMENT AFFAIRS 279577 0 0 0 978 0 7291 0 35368 0 323214 0 0 0 SHANNON BENNETT CHIEF OF SCIENCE & DEAN OF RESEARCH 277859 0 0 0 965 0 7202 0 35009 0 321035 0 0 0 RAUL DEL BARCO CHIEF HUMAN RESOURCES OFFICER UNTIL 228387 0 0 0 1386 0 5738 0 14937 0 250448 0 0 0 LUIZ ROCHA CURATOR, ICHTHYOLOGY 243577 0 0 0 542 0 5606 0 34933 0 284658 0 0 0 RYAN WYATT SR DIRECTOR, MORRISON PLANETARIUM 222815 0 0 0 745 0 5630 0 16229 0 245419 0 0 0 MICHAEL COSTANZO GENERAL COUNSEL & CHIEF OF STAFF 220606 0 0 0 835 0 6003 0 30347 0 257791 0 0 0 BART SHEPHERD SR DIRECTOR OF STEINHART AQUARIUM 205980 0 0 0 730 0 5516 0 37381 0 249607 0 0 0 BRIAN FISHER CURATOR, ENTOMOLOGY 196511 0 0 0 1262 0 5173 0 33552 0 236498 0 0 0 PART I, LINE 1A THE ACADEMY'S EXECUTIVE DIRECTOR, SCOTT SAMPSON, IS PROVIDED WITH A RESIDENCE IN SAN FRANCISCO WHICH IS INTENDED TO SERVE BOTH AS PRIMARY PERSONAL RESIDENCE AS WELL AS A PLACE TO CONDUCT ACADEMY BUSINESS, MEETINGS, AND EVENTS. DURING CALENDAR YEAR 2021, EXECUTIVE DIRECTOR SCOTT SAMPSON RECEIVED APPROXIMATELY $185,000 HOUSING ALLOWANCE REPORTED AS A NONTAXABLE BENEFIT ON SCH J PART II COLUMN (D). A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 13034AQ45 2021-06-03 70370000 REFINANCING OF DEBT 0 0 0 B CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 13034AQ52 2021-06-03 70360000 REFINANCING OF DEBT 0 0 0 C CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 13034AQ60 2021-06-03 70360000 REFINANCING OF DEBT 0 0 0 D CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 13034AQ78 2021-06-03 70360000 REFINANCING OF DEBT 0 0 0 A 70370000 70370000 2008 1 0 1 1 B 70360000 70360000 2008 1 0 1 1 C 70360000 70360000 2008 1 0 1 1 D 70360000 70360000 2008 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 1 1 0 0 0 1 B 1 1 0 0 0 1 C 1 1 0 0 0 1 D 1 1 0 0 0 1 A 1 B 1 C 1 D 1 SHANNON BENNETT CHIEF OF SCIENCE HOME LOAN PURCHASE PROGRAM X 133000 0 0 1 1 LUIZ ROCHA CURATOR OF ICTHYOLOGY HOME LOAN PURCHASE PROGRAM X 150000 2500 0 1 1 2500 X X 24 1274899 FAIR MARKET VALUE X 13 63799 FAIR MARKET VALUE X 1 X 9362 X 75 X FLIGHT TRAVEL VOUCHERS 6 191350 FAIR MARKET VALUE X COMPUTER EQUIPMENT 1 55000 FAIR MARKET VALUE X LABORATORY SUPPLIES & EQUIPMENT 1 1196 FAIR MARKET VALUE 4 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REFLECTS THE NUMBER OF ITEMS RECEIVED. PART I, LINE 32B: THE ORGANIZATION RECEIVED NONCASH CONTRIBUTIONS OF BOOKS AND PUBLICATIONS, HISTORICAL ARTIFACTS, AND SCIENTIFIC SPECIMENS, WHICH WERE FULLY ACCESSIONED INTO ITS COLLECTIONS. AS ALLOWED UNDER ASC 958-360-25 (FORMERLY SFAS 116), NO VALUE FOR THESE ITEMS WAS INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, BECAUSE THE ORGANIZATION DID NOT CAPITALIZE ITS COLLECTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY RSM US LLP ("RSM"), BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. PRIOR TO FILING WITH THE IRS, THE FORM 990 IS DISTRIBUTED TO THE TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED: THE CODE OF CONDUCT, CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY SHALL APPLY TO THE CONDUCT OF ANY "INTERESTED PERSON, AND ANY TRANSACTION OR ARRANGEMENT WITH AN "INTERESTED PERSON." AN "INTERESTED PERSON" IS A TRUSTEE, AN OFFICER, AN EXECUTIVE DIRECTOR, A HIGHLY COMPENSATED EMPLOYEE, A SUBSTANTIAL CONTRIBUTOR OR A MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT "FINANCIAL INTEREST". DETERMINATION OF CONFLICTS: ANY QUESTIONS WITH REGARD TO A PARTICULAR CIRCUMSTANCE OR OCCURRENCE SHOULD BE ADDRESSED TO THE CHAIR OF THE AUDIT COMMITTEE, WHO MAY CONSULT WITH LEGAL COUNSEL AS APPROPRIATE. ACTUAL CONFLICTS REVIEWED: AS SOON AS IS PRACTICABLE AFTER DETERMINING THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD SHALL DELIBERATE THE MATTER, AND THE POTENTIALLY INTERESTED PERSON, AFTER SUPPLYING SUCH INFORMATION AS THE BOARD SHALL REQUEST, SHALL RECUSE HIMSELF OR HERSELF. RESTRICTIONS IMPOSED: REQUIRE THAT THE INTERESTED PERSON LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT MAY CREATE THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY. INCREASES IN PAY ARE RECOMMENDED CONSISTENT WITH GUIDELINES FOR ALL STAFF. THE CHAIRMAN OF THE BOARD RECOMMENDS AN INCREASE FOR THE EXECUTIVE DIRECTOR. THIS RECOMMENDATION IS BASED ON COMPENSATION DATA PREPARED BY THE ORGANIZATION'S ATTORNEYS. COMPENSATION DATA MAY INCLUDE A COMPENSATION SURVEY BY THE HAY GROUP AND 990 ORGANIZATIONS. THE PERFORMANCE AND COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR RECOMMENDS INCREASES THAT ARE CONSISTENT WITH THE GUIDELINES FOR THE REST OF STAFF AND REVIEWS THESE RECOMMENDATIONS WITH THE CHAIRMAN OF THE BOARD. COMPENSATION STUDIES FOR THESE POSITIONS MAY BE CONDUCTED BY THE HAY GROUP TO PROVIDE SUPPORT FOR RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST -1,277,545. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP C/O HALL CAPITAL ONE MARITIME PLAZA SAN FRANCISCO CA 94111 472271303 INVESTMENT CA CALIFORNIA ACADEMY OF SCIENCES INVESTMENT 17704704 196698129 0 44030 0 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP B 11610998 GAAP CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP S 18574416 GAAP