CALIFORNIA ACADEMY OF SCIENCES: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA ACADEMY OF SCIENCES (EIN 94-1156258)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-09
IRS object ID
202103139349304840
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-09T16:14:30-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11861 INTERNATIONAL DRIVE SUITE 400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941156258EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA ACADEMY OF SCIENCESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone4153795141PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 MUSIC CONCOURSE DRIVEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIKE MCGEEPersonNm
Person TitleCFOPersonTitleTxt
Phone4153795141PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMIKEPersonFirstNm
Person LastMCGEEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYONG ZHANG CPAPreparerPersonNm
PTINP01249785PTIN
Phone7033366400PhoneNum
Preparation2021-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT SAMPSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 MUSIC CONCOURSE DRIVEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,023,635,591GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CALACADEMY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1904FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body42VotingMembersGoverningBodyCnt
Voting Members Independent42VotingMembersIndependentCnt
Total Employee641TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$156,031TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$150,031NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$33,870,305PYContributionsGrantsAmt
CY Contributions Grants$47,242,529CYContributionsGrantsAmt
PY Program Service Revenue$15,835,906PYProgramServiceRevenueAmt
CY Program Service Revenue$5,465,890CYProgramServiceRevenueAmt
PY Investment Income$15,984,122PYInvestmentIncomeAmt
CY Investment Income$42,250,990CYInvestmentIncomeAmt
PY Other Revenue$764,316PYOtherRevenueAmt
CY Other Revenue$238,417CYOtherRevenueAmt
PY Total Revenue$66,454,649PYTotalRevenueAmt
CY Total Revenue$95,197,826CYTotalRevenueAmt
PY Grants And Similar Paid$76,087PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$68,622CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$48,034,278PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$37,735,907CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$386PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$122,301CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,713,468CYTotalFundraisingExpenseAmt
PY Other Expenses$38,217,162PYOtherExpensesAmt
CY Other Expenses$30,812,201CYOtherExpensesAmt
PY Total Expenses$86,327,913PYTotalExpensesAmt
CY Total Expenses$68,739,031CYTotalExpensesAmt
PY Revenues Less Expenses-$19,873,264PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,458,795CYRevenuesLessExpensesAmt
Total Assets BOY$804,050,299TotalAssetsBOYAmt
Total Assets EOY$832,230,890TotalAssetsEOYAmt
Total Liabilities BOY$317,603,016TotalLiabilitiesBOYAmt
Total Liabilities EOY$302,173,145TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$486,447,283NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$530,057,745NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CALIFORNIA ACADEMY OF SCIENCES IS DEDICATED TO EXPLORING AND EXPLAINING THE NATURAL WORLD AND ADDRESSING THE CHALLENGE OF SUSTAINABILITY THROUGH ITS SCIENTIFIC RESEARCH AND EDUCATION INITIATIVES. 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$19,063,690ExpenseAmt
Grant$0GrantAmt
Revenue$481,498RevenueAmt
DescEXHIBITS 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 SHARKS EXHIBIT EXPLORES THE OFTEN MISUNDERSTOOD BIOLOGY AND HISTORY OF THESE COMPLEX OCEAN PREDATORS WITH IMMERSIVE INTERACTIVES AND REAL FOSSILS. 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. BIG PICTURE SHOWCASES WINNING IMAGES FROM THE ACADEMY'S ANNUAL, INTERNATIONAL WILDLIFE PHOTOGRAPHY COMPETITION WITH A DISPLAY THAT ROTATES ANNUALLY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,574,965ExpenseAmt
Grant$47,531GrantAmt
Revenue$317,081RevenueAmt
DescBIODIVERSITY SCIENCE AND SUSTAINABILITY : THE CALIFORNIA ACADEMY OF SCIENCES' 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$10,167,094ExpenseAmt
Grant$0GrantAmt
Revenue$3,751RevenueAmt
DescAQUARIUM: THE STEINHART AQUARIUM IS HOME TO 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$2,862,083$21,091$217,045EDUCATION 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 MORE THAN HIGHLY TRAINED DOCENTS WHO ENGAGE PEOPLE OF ALL AGES-BOTH 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 AND EXHIBITS FOR ALL AGES, ENGAGING ONLINE LEARNING AND DIGITAL MEDIA OFFERINGS, AND IMMERSIVE SCIENCE VISUALIZATION PRODUCTIONS, ACADEMY EDUCATORS INCREASE THE PUBLIC'S UNDERSTANDING AND APPRECIATION OF THE NATURAL WORLD AND INSPIRE PARTICIPANTS TO HELP SUSTAIN 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.
$2,078,536$0$0MEMBERSHIP: THE ACADEMY'S MEMBERSHIP PROGRAM PROVIDES YEAR ROUND ACCESS TO OUR OFFERINGS TO NEARLY 30,000 HOUSEHOLDS. THROUGH THEIR MONTHLY AND ANNUAL GIFTS, MEMBERS SUPPORT THE ACADEMY'S MISSION TO EXPLORE, EXPLAIN AND EXPLAIN LIFE ON EARTH. 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.
$4,610,980ADMISSIONS
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,940,619TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$21,091TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$4,828,025TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$48,746,368TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document150IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee641EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryMAForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members42GoverningBodyVotingMembersCnt
Independent Voting Member42IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIKE MCGEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4153795141PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 MUSIC CONCOURSE DRIVEAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ELIZABETH R PATTERSON
CHAIR2.00Yes (X)Yes (X)$0$0$0
MATTHEW BARGER
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
CHARLES MARSHALL
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
TESSA HILL
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
VIRGINIA GOSS TUSHER
SECRETARY2.00Yes (X)Yes (X)$0$0$0
JOHN ADAMS
TRUSTEE0.50Yes (X)$0$0$0
ELIZABETH BLACKBURN
TRUSTEE1.00Yes (X)$0$0$0
DAN CARROLL
TRUSTEE0.50Yes (X)$0$0$0
HUIFEN CHAN
TRUSTEE0.50Yes (X)$0$0$0
FELICIA CHIU
TRUSTEE0.50Yes (X)$0$0$0
GRETCHEN C DAILY
TRUSTEE0.50Yes (X)$0$0$0
TROY DANIELS
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM F DUHAMEL
TRUSTEE0.50Yes (X)$0$0$0
MARC EBBIN
TRUSTEE0.50Yes (X)$0$0$0
PETER FENTON
TRUSTEE0.50Yes (X)$0$0$0
CHRISTOPHER FIELD
TRUSTEE1.00Yes (X)$0$0$0
JACK FORESTELL
TRUSTEE0.50Yes (X)$0$0$0
LAURA E FURSTENTHAL
TRUSTEE0.50Yes (X)$0$0$0
ADAM GAZZALEY
TRUSTEE1.00Yes (X)$0$0$0
NICK GIOVANNI
TRUSTEE0.50Yes (X)$0$0$0
KEVIN HARTZ
TRUSTEE0.50Yes (X)$0$0$0
NAUREEN HASSAN
TRUSTEE0.50Yes (X)$0$0$0
DAN JANNEY
TRUSTEE0.50Yes (X)$0$0$0
JAY KAHN
TRUSTEE0.50Yes (X)$0$0$0
DAVID M KENNEDY
TRUSTEE0.50Yes (X)$0$0$0
SALMAN KHAN
TRUSTEE0.50Yes (X)$0$0$0
JEFFREY KOSEFF
TRUSTEE1.00Yes (X)$0$0$0
ZACHARY LARA
TRUSTEE0.50Yes (X)$0$0$0
REBECCA LIN
TRUSTEE0.50Yes (X)$0$0$0
MARIE O'GARA LIPMAN
TRUSTEE0.50Yes (X)$0$0$0
LAWRENCE MIAO
TRUSTEE0.50Yes (X)$0$0$0
MICHAEL MILLMAN
TRUSTEE0.50Yes (X)$0$0$0
DEREK MITCHELL
TRUSTEE0.50Yes (X)$0$0$0
HAROLD A MOONEY
TRUSTEE1.00Yes (X)$0$0$0
JOSEPH O'DONNELL
TRUSTEE0.50Yes (X)$0$0$0
KIRSTEN RHODES
TRUSTEE0.50Yes (X)$0$0$0
MARTA SALAS-PORRAS
TRUSTEE0.50Yes (X)$0$0$0
ADAM SAVAGE
TRUSTEE0.50Yes (X)$0$0$0
ANDREW J SCHWAB
TRUSTEE0.50Yes (X)$0$0$0
NICHOLAS SIMON
TRUSTEE0.50Yes (X)$0$0$0
GARY STEELE
TRUSTEE0.50Yes (X)$0$0$0
WILLIAM H YOUNGER JR
TRUSTEE0.50Yes (X)$0$0$0
RON ZEFF
TRUSTEE0.50Yes (X)$0$0$0
SCOTT D SAMPSON
EXECUTIVE DIRECTOR40.00Yes (X)$539,276$0$229,451
MIKE MCGEE
CHIEF FINANCIAL OFFICER40.00Yes (X)$398,362$0$42,680
MELISSA FELDER
CHIEF REVENUE & MARKETING OFFICER40.00$375,509$0$40,306Yes (X)
ELIZABETH BABCOCK
CHIEF PUBLIC ENGAGEMENT OFFICER40.00$343,356$0$28,883Yes (X)
SHANNON BENNETT
CHIEF OF SCIENCE & SUSTAIN40.00$299,253$0$22,518Yes (X)
ISAAC KWON
COO & AND HEAD OF GOVERNMENT40.00$282,342$0$27,426Yes (X)
RAUL DEL BARCO
CHIEF HUMAN RESOURCES OFFICER40.00$236,609$0$16,031Yes (X)
REBECCA SCHUETT
DIR OF PHILANTHROPY40.00$171,703$0$21,186Yes (X)
MARY NEMEROV
CHIEF PHILANTHROPY OFFICER40.00$161,814$0$102Yes (X)
LUIZ ROCHA
ASSOCIATE CURATOR, ICTHYOL40.00$237,750$0$35,564Yes (X)
RYAN WYATT
SR. DIR MORRISON PLANETARIUM40.00$231,556$0$17,036Yes (X)
MICHAEL COSTANZO
GENERAL COUNSEL AND DIRECTOR OF SECURITY40.00$229,565$0$33,922Yes (X)
WILLIAM SHEPHERD III
SR. DIR OF STEINHART AQUARIUM40.00$218,642$0$38,117Yes (X)
DEBRA TROCK
DIRECTOR OF SCIENCE COLLECTIONS40.00$265,057$0$6,181Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,990,794TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$559,403TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K102IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
RON FOTH RETAIL INC
8100 NORTH HIGH STREETCOLUMBUSOH43260ADVERTISING SERVICES$2,228,580
ONERHYTHM LLC
414 1ST ST E 6SONOMACA94576MARKETING SERVICES$346,234
GCI INC
875 BATTERY STREETSAN FRANCISCOCA94111BUILDING MAINTENANCE$344,102
GRANDE PLANET SHARK PTY LTD
EXHIBIT RENTAL$232,500ACN 166 772 952BLACK ROCKAU3193
OTIS ELEVATOR COMPANY
DEPT LA 21684PASADENACA91185MAINTENANCE SERVICES$225,606
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K21CntrctRcvdGreaterThan100KCnt
Membership Dues$4,392,028MembershipDuesAmt
Fundraising$1,087,690FundraisingAmt
Government Grants$21,335,639GovernmentGrantsAmt
All Other Contributions$20,427,172AllOtherContributionsAmt
Noncash Contributions$841,137NoncashContributionsAmt
Total Contributions$47,242,529TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS900099$4,610,980$4,610,980
AUXILIARY ACTIVITIES900099$854,910$854,910
FieldValueIRS element (for citing)
Total Program Service Revenue$5,465,890TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,560,052TotalRevenueColumnAmt
Unrelated Business Revenue$156,031UnrelatedBusinessRevenueAmt
Exclusion$6,404,021ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$189,631TotalRevenueColumnAmt
Related Or Exempt Func Income$162,196RelatedOrExemptFuncIncomeAmt
Exclusion$27,435ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$964,061,537SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$928,370,599SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$35,690,938SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,690,938TotalRevenueColumnAmt
Exclusion$35,690,938ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$38,678FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,087,690ContriRptFundraisingEventAmt
Fundraising Direct Expenses$67,166FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$28,488TotalRevenueColumnAmt
Exclusion-$28,488ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,269GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,269TotalRevenueColumnAmt
Related Or Exempt Func Income$2,269RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCAFE COMMISSIONSDesc
Business900099BusinessCd
Total Revenue Column$75,005TotalRevenueColumnAmt
Exclusion$75,005ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$75,005OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$95,197,826TotalRevenueColumnAmt
Related Or Exempt Func Income$5,630,355RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$156,031UnrelatedBusinessRevenueAmt
Exclusion$42,168,911ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$68,622TotalAmt
Program Services$68,622ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,550,197TotalAmt
Program Services$1,472,675ProgramServicesAmt
Management And General$2,722,716ManagementAndGeneralAmt
Fundraising$354,806FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$25,529,589TotalAmt
Program Services$19,919,154ProgramServicesAmt
Management And General$3,504,967ManagementAndGeneralAmt
Fundraising$2,105,468FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,442,119TotalAmt
Program Services$3,870,269ProgramServicesAmt
Management And General$1,126,730ManagementAndGeneralAmt
Fundraising$445,120FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,214,002TotalAmt
Program Services$1,574,531ProgramServicesAmt
Management And General$458,384ManagementAndGeneralAmt
Fundraising$181,087FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$150,197TotalAmt
Program Services$36,879ProgramServicesAmt
Management And General$112,972ManagementAndGeneralAmt
Fundraising$346FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$260,042TotalAmt
Program Services$817ProgramServicesAmt
Management And General$259,217ManagementAndGeneralAmt
Fundraising$8FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$123,337TotalAmt
Management And General$123,337ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$122,301TotalAmt
Fundraising$122,301FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,212,036TotalAmt
Management And General$2,212,036ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,121,052TotalAmt
Program Services$2,004,440ProgramServicesAmt
Management And General$875,345ManagementAndGeneralAmt
Fundraising$241,267FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,524,458TotalAmt
Program Services$2,514,639ProgramServicesAmt
Management And General$2,878ManagementAndGeneralAmt
Fundraising$6,941FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,629,291TotalAmt
Program Services$1,361,993ProgramServicesAmt
Management And General$191,177ManagementAndGeneralAmt
Fundraising$76,121FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$846,616TotalAmt
Program Services$570,890ProgramServicesAmt
Management And General$249,171ManagementAndGeneralAmt
Fundraising$26,555FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$23,913TotalAmt
Program Services$25,131ProgramServicesAmt
Management And General-$2,516ManagementAndGeneralAmt
Fundraising$1,298FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,689,827TotalAmt
Program Services$2,194,645ProgramServicesAmt
Management And General$471,847ManagementAndGeneralAmt
Fundraising$23,335FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$93,906TotalAmt
Program Services$70,199ProgramServicesAmt
Management And General$17,167ManagementAndGeneralAmt
Fundraising$6,540FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,765TotalAmt
Program Services$5,882ProgramServicesAmt
Management And General-$2,252ManagementAndGeneralAmt
Fundraising$135FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,541,928TotalAmt
Program Services$1,167,754ProgramServicesAmt
Management And General$362,594ManagementAndGeneralAmt
Fundraising$11,580FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,786,648TotalAmt
Program Services$10,439,540ProgramServicesAmt
Management And General$2,242,995ManagementAndGeneralAmt
Fundraising$104,113FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$666,354TotalAmt
Management And General$666,354ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIPMENT$1,193,456$787,506$372,245$33,705
PARTICIPANT SUPPORT$279,753$236,054$43,693$6
ANIMAL SUPPORT$277,921$277,127$759$35
FUNDRAISING EXPENSES-$67,166-$67,166

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$454,867TotalAmt
Program Services$147,621ProgramServicesAmt
Management And General$267,379ManagementAndGeneralAmt
Fundraising$39,867FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$68,739,031TotalAmt
Program Services$48,746,368ProgramServicesAmt
Management And General$16,279,195ManagementAndGeneralAmt
Fundraising$3,713,468FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$23,749BOYAmt
EOY$34,855EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,308,845BOYAmt
EOY$2,650,322EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,885,654BOYAmt
EOY$24,192,156EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$845,269BOYAmt
EOY$646,515EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$60,724BOYAmt
EOY$29,692EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$324,471BOYAmt
EOY$244,271EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$34,178BOYAmt
EOY$33,865EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,040,871BOYAmt
EOY$1,145,720EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$497,581,225LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$196,012,822LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$311,917,022BOYAmt
EOY$301,568,403EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$325,930,392BOYAmt
EOY$349,056,375EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$105,714,839BOYAmt
EOY$134,372,127EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$46,964,285BOYAmt
EOY$18,256,589EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$804,050,299BOYAmt
EOY$832,230,890EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,724,243BOYAmt
EOY$5,794,301EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,642,249BOYAmt
EOY$5,395,550EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$279,425,999BOYAmt
EOY$279,505,376EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,810,525BOYAmt
EOY$11,477,918EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$317,603,016BOYAmt
EOY$302,173,145EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$351,796,948BOYAmt
EOY$366,539,211EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$134,650,335BOYAmt
EOY$163,518,534EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$486,447,283BOYAmt
EOY$530,057,745EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$804,050,299BOYAmt
EOY$832,230,890EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$26,458,795ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$16,392,224NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$759,443OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$42,064,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,599,481CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,916,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,870,305CurrentTaxYearMinus1YearAmt
Current Tax Year$47,242,529CurrentTaxYearAmt
Total$202,693,287TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,064,076CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,599,481CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,916,896CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,870,305CurrentTaxYearMinus1YearAmt
Current Tax Year$47,242,529CurrentTaxYearAmt
Total$202,693,287TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,259,718SubstantialContributorsTotAmt
Public Support Total170$198,433,569PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,793,976CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,380,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,312,462CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,419,273CurrentTaxYearMinus1YearAmt
Current Tax Year$6,431,456CurrentTaxYearAmt
Total$45,337,895TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$151,031CurrentTaxYearAmt
Total$151,031TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$997,686CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,251,577CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,279,345CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$700,283CurrentTaxYearMinus1YearAmt
Current Tax Year$113,683CurrentTaxYearAmt
Total$4,342,574TotalAmt
FieldValueIRS element (for citing)
Total Support$252,524,787TotalSupportAmt
Gross Receipts Rltd Activities$99,372,302GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78580PublicSupportCY170Pct
Public Support PY1700.77610PublicSupportPY170Pct
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, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationCAFE COMMISSIONS - 2016 AMOUNT: $ 997,686. 2017 AMOUNT: $ 1,000,310. 2018 AMOUNT: $ 1,035,775. 2019 AMOUNT: $ 606,083. 2020 AMOUNT: $ 75,005. FUNDRAISING - 2017 AMOUNT: $ 251,267. 2018 AMOUNT: $ 243,570. 2019 AMOUNT: $ 94,200. 2020 AMOUNT: $ 38,678.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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$123,337FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$123,337FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$68,615,694FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$68,739,031FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

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$2,905CurrentYearMinus3Amt
Current Year Minus2$30,340CurrentYearMinus2Amt
Current Year Minus1$76,509CurrentYearMinus1Amt
Current Year$123,337CurrentYearAmt
Total$233,091TotalAmt

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements1TotalEasementsCnt
Total Acreage3060.00TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement0.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$0ExpensesIncurredEnforcementAmt
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$190,350,478BeginningYearBalanceAmt
Contributions$317,512ContributionsAmt
Investment Earnings Or Losses$49,713,981InvestmentEarningsOrLossesAmt
Other Expenditures$17,398,910OtherExpendituresAmt
End Year Balance$222,983,061EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$194,490,419BeginningYearBalanceAmt
Contributions$249,853ContributionsAmt
Investment Earnings Or Losses$4,635,383InvestmentEarningsOrLossesAmt
Other Expenditures$9,025,177OtherExpendituresAmt
End Year Balance$190,350,478EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$193,049,579BeginningYearBalanceAmt
Contributions$486,165ContributionsAmt
Investment Earnings Or Losses$9,661,586InvestmentEarningsOrLossesAmt
Other Expenditures$8,706,911OtherExpendituresAmt
End Year Balance$194,490,419EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$175,157,469BeginningYearBalanceAmt
Contributions$11,793,083ContributionsAmt
Investment Earnings Or Losses$14,536,103InvestmentEarningsOrLossesAmt
Other Expenditures$8,437,076OtherExpendituresAmt
End Year Balance$193,049,579EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$156,821,589BeginningYearBalanceAmt
Contributions$2,010,979ContributionsAmt
Investment Earnings Or Losses$23,304,184InvestmentEarningsOrLossesAmt
Other Expenditures$6,979,283OtherExpendituresAmt
End Year Balance$175,157,469EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.42000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$710,000OtherCostOrOtherBasisAmt
Book Value$710,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$440,428,586OtherCostOrOtherBasisAmt
Depreciation$163,190,326DepreciationAmt
Book Value$277,238,260BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,635,380OtherCostOrOtherBasisAmt
Depreciation$1,480,571DepreciationAmt
Book Value$1,154,809BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,416,943OtherCostOrOtherBasisAmt
Depreciation$24,362,929DepreciationAmt
Book Value$6,054,014BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,390,316OtherCostOrOtherBasisAmt
Depreciation$6,978,996DepreciationAmt
Book Value$16,411,320BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$301,568,403TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EXCHANGE TRADED FUNDS$9,610,735F
REAL ESTATE & OTHER$723,501F
INVESTMENTS HELD IN TRUST$6,619,381F
EQUITY HEDGE FUNDS$20,553,222F
COMMINGLED FUNDS$67,993,469F
PRIVATE EQUITY INVESTMENTS$28,871,819F
FieldValueIRS element (for citing)
Total Book Value Securities$134,372,127TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ANNUITIES PAYABLE$2,090,169
OTHER LONG-TERM LIABILITIES$169,610
PAYABLE FOR INVESTMENTS PURCHASED$1,111,394
PAYCHECK PROTECTION PROGRAM LOAN$8,106,745
FieldValueIRS element (for citing)
Total Liability$11,477,918TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$110,207,784TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$16,392,224NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$3,161DonatedServicesAndUseFcltsAmt
Other Revenue$826,609OtherRevenueAmt
Revenue Not Reported$17,221,994RevenueNotReportedAmt
Revenue Subtotal$92,985,790RevenueSubtotalAmt
Investment Expenses Not Incld$2,212,036InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$2,212,036RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$95,197,826TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$66,597,322TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$3,161DonatedServicesUseFcltsAmt
Other Expenses Included$67,166OtherExpensesIncludedAmt
Expenses Not Reported$70,327ExpensesNotReportedAmt
Expenses Subtotal$66,526,995ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,212,036InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,212,036ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$68,739,031TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:THE ORGANIZATION MONITORS DEED RESTRICTIONS OF THE CONSERVATION EASEMENT. 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 YEARS ENDED JUNE 30, 2017, 2018, 2019, AND 2020 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 YEARS ENDED DECEMBER 31, 2017, 2018, 2019, AND 2020 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 THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION (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, 2021 OR 2020.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST 759,443. FUNDRAISING EVENT EXPENSES 67,166.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EVENT EXPENSES 67,166.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESFIELDWORK AND EXAMINE SPECIES.$4,857
SUB-SAHARAN AFRICA14PROGRAM SERVICESFIELDWORK AND EXAMINE SPECIES.$56,089
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESFIELDWORK AND EXAMINE SPECIES.$218
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESFIELDWORK AND EXAMINE SPECIES.$14,761
NORTH AMERICA00PROGRAM SERVICESFIELDWORK AND EXAMINE SPECIES.$2,392
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees4SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee4TotalEmployeeCnt
Subtotal Spent$78,317SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$78,317TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3:THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN FOREIGN REGIONS.
PART III ACCOUNTING METHOD:
PART I, LINE 3FOR 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.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1MR STRATEGIC SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11611 TELEGRAPH AVE SUITE 900AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
ActivityDEVELOPMENT PROGRAM REVIEW AND STRATEGIC CONSULTINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$122,301RetainedByContractorAmt
Net To Organization-$122,301NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$122,301TotalRetainedByContractorsAmt
Total Net To Organization-$122,301TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPRING FORWARDEvent1Nm
Gross Receipts Event1$982,086GrossReceiptsEvent1Amt
Charitable Contri Event1$952,262CharitableContriEvent1Amt
Gross Revenue Event1$29,824GrossRevenueEvent1Amt
Entertainment Event1$13,676EntertainmentEvent1Amt
Other Direct Expenses Event1$24,866OtherDirectExpensesEvent1Amt
Event2SUPERNATURALEvent2Nm
Gross Receipts Event2$144,282GrossReceiptsEvent2Amt
Charitable Contri Event2$135,428CharitableContriEvent2Amt
Gross Revenue Event2$8,854GrossRevenueEvent2Amt
Food And Beverage Event2$2,665FoodAndBeverageEvent2Amt
Entertainment Event2$9,130EntertainmentEvent2Amt
Other Direct Expenses Event2$16,829OtherDirectExpensesEvent2Amt
Gross Receipts Total$1,126,368GrossReceiptsTotalAmt
Charitable Contributions Tot$1,087,690CharitableContributionsTotAmt
Gross Revenue Total Events$38,678GrossRevenueTotalEventsAmt
Food And Beverage Total Events$2,665FoodAndBeverageTotalEventsAmt
Entertainment Total Events$22,806EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$41,695OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$67,166DirectExpenseSummaryEventsAmt
Net Income Summary-$28,488NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeASSISTANCE TO STUDENTS FOR STUDY AND RESEARCHGrantTypeTxt
Recipient33RecipientCnt
Cash Grant$68,622CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPARTICIPANTS WORK CLOSELY WITH THEIR DEPARTMENTAL ADVISER, WHO IS REQUIRED TO SUBMIT REPORTS DESCRIBING PROJECT OUTCOMES THROUGHOUT THE TERM OF THE SCHOLARSHIP OR ASSISTANCE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)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 PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

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
SCOTT D SAMPSON
EXECUTIVE DIRECTOR$442,053$0$95,000$0$2,223$0$0$0$229,451$0$768,727$0$0$0
MIKE MCGEE
CHIEF FINANCIAL OFFICER$397,131$0$0$0$1,231$0$10,470$0$32,210$0$441,042$0$0$0
MELISSA FELDER
CHIEF REVENUE & MARKETING OFFICER$373,206$0$0$0$2,303$0$9,726$0$30,580$0$415,815$0$0$0
ELIZABETH BABCOCK
CHIEF PUBLIC ENGAGEMENT OFFICER$342,189$0$0$0$1,167$0$4,536$0$24,347$0$372,239$0$0$0
SHANNON BENNETT
CHIEF OF SCIENCE & SUSTAIN$298,213$0$0$0$1,040$0$7,723$0$14,795$0$321,771$0$0$0
ISAAC KWON
COO & AND HEAD OF GOVERNMENT$281,287$0$0$0$1,055$0$3,331$0$24,095$0$309,768$0$0$0
RAUL DEL BARCO
CHIEF HUMAN RESOURCES OFFICER$235,115$0$0$0$1,494$0$6,152$0$9,879$0$252,640$0$0$0
REBECCA SCHUETT
DIR OF PHILANTHROPY$171,150$0$0$0$553$0$6,231$0$14,955$0$192,889$0$0$0
MARY NEMEROV
CHIEF PHILANTHROPY OFFICER$161,482$0$0$0$332$0$0$0$102$0$161,916$0$0$0
LUIZ ROCHA
ASSOCIATE CURATOR, ICTHYOL$237,213$0$0$0$537$0$6,159$0$29,405$0$273,314$0$0$0
RYAN WYATT
SR. DIR MORRISON PLANETARIUM$230,754$0$0$0$802$0$6,027$0$11,009$0$248,592$0$0$0
MICHAEL COSTANZO
GENERAL COUNSEL AND DIRECTOR OF SECU$228,698$0$0$0$867$0$6,434$0$27,488$0$263,487$0$0$0
WILLIAM SHEPHERD III
SR. DIR OF STEINHART AQUARIUM$217,857$0$0$0$785$0$5,914$0$32,203$0$256,759$0$0$0
DEBRA TROCK
DIRECTOR OF SCIENCE COLLECTIONS$112,107$0$0$0$152,950$0$2,028$0$4,153$0$271,238$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AHOUSING ALLOWANCE AS A CONDITION OF EMPLOYMENT, THE EXECUTIVE DIRECTOR IS REQUIRED TO RESIDE ON ACADEMY PROPERTY IN ORDER TO BE AVAILABLE FOR AFTERHOURS EMERGENCIES AND/OR BUSINESS MEETINGS; TO HOST PUBLIC RELATIONS EVENTS, AND TO ENTERTAIN POTENTIAL DONORS. PER INTERNAL REVENUE CODE SECTION 119, THE VALUE OF THIS HOUSING AND ASSOCIATED PERSONAL SERVICES ARE NOT TREATED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. EMERGENCIES AND/OR BUSINESS MEETINGS; TO HOST PUBLIC RELATIONS EVENTS, AND TO ENTERTAIN POTENTIAL DONORS. PER INTERNAL REVENUE CODE SECTION 119, THE VALUE OF THIS HOUSING AND ASSOCIATED PERSONAL SERVICES ARE NOT TREATED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. DURING CALENDAR YEAR 2020, EXECUTIVE DIRECTOR SCOTT SAMPSON RECEIVED APPROXIMATELY $200,057 HOUSING ALLOWANCE REPORTED AS A NONTAXABLE BENEFIT ON SCH J PART II COLUMN (D).
PART I, LINE 4AONE EMPLOYEE WHO RECEIVED A SEVERANCE PAYMENT FROM THE ORGANIZATION, PROPERLY REPORT HER RESPECTIVE COMPENSATION, ON FORM 990, PART VII AND SCHEDULE J, PART II. THE TERMS AND CONDITIONS OF THE AGREEMENT ARE CONFIDENTIAL AND CAN BE MADE AVAILABLE TO THE IRS UPON REQUEST. ALL AMOUNTS PAID DURING THE PERIOD COVERED BY THIS RETURN, ARE APPROPRIATELY INCLUDED IN FORM 990, PART VII, AND IN SCHEDULE J, PART II AS A PART OF REPORTABLE COMPENSATION REPORTED ON HER RESPECTIVE FORM W-2.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK
A63030465313034AQ452021-06-03$70,370,000REFINANCING OF DEBT000
CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK
B63030465313034AQ522021-06-03$70,360,000REFINANCING OF DEBT000
CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK
C63030465313034AQ602021-06-03$70,360,000REFINANCING OF DEBT000
CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK
D63030465313034AQ782021-06-03$70,360,000REFINANCING OF DEBT000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$70,370,000$70,370,0002008Yes (1)0Yes (1)Yes (1)
B$70,360,000$70,360,0002008Yes (1)0Yes (1)Yes (1)
C$70,360,000$70,360,0002008Yes (1)0Yes (1)Yes (1)
D$70,360,000$70,360,0002008Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000000Yes (1)
B000000Yes (1)
C000000Yes (1)
D000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AYes (1)Yes (1)000Yes (1)
BYes (1)Yes (1)000Yes (1)
CYes (1)Yes (1)000Yes (1)
DYes (1)Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
SHANNON BENNETT
CHIEF OF SCIENCEHOME LOAN PURCHASE PROGRAMYes (X)$133,000$12,1920Yes (1)Yes (1)
LUIZ ROCHA
CURATOR & CHAIR ICTHYOLOGYHOME LOAN PURCHASE PROGRAMYes (X)$150,000$17,5000Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$29,692TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution19ContributionCnt
Noncash Contributions Rpt F990$681,415NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$7,921NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution197349ContributionCnt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)COMPUTER EQUIPMENT1$88,000FAIR MARKET VALUE
Yes (X)LABORATORY SUPPLIES & EQUIPMENT3$63,582FAIR MARKET VALUE
Yes (X)PUBLIC ACCESSIBILITY EQUIPMENT1$219FAIR MARKET VALUE
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE NUMBER IN COLUMN B REFLECTS THE NUMBER OF CONTRIBUTIONS.
PART I, LINE 32B:THE ORGANIZATION RECEIVED NONCASH CONTRIBUTIONS OF SCIENTIFIC SPECIMENS. 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CPERSONS 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 15THE 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 19THE 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 759,443.
FORM 990, PART XII, LINE 2CTHE 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.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O HALL CAPITAL ONE MARITIME PLAZAAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
EIN472271303EIN
Primary ActivitiesINVESTMENTPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA ACADEMY OF SCIENCESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeINVESTMENTPredominantIncomeTypeTxt
Share Of Total Income$18,372,163ShareOfTotalIncomeAmt
Share Of EOY Assets$188,690,215ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
UBI Code V$41,510UBICodeVAmt
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership1.00000OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP
B$4,700,550GAAP
CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP
S$4,777,062GAAP

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