CALIFORNIA ACADEMY OF SCIENCES: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA ACADEMY OF SCIENCES (EIN 94-1156258)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202111349349304396
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T13:20:27-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2021-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYONG ZHANG CPAPreparerPersonNm
PTINP01249785PTIN
Phone7033366400PhoneNum
Preparation2021-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
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$2,430,731,379GrossReceiptsAmt
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 Body44VotingMembersGoverningBodyCnt
Voting Members Independent44VotingMembersIndependentCnt
Total Employee743TotalEmployeeCnt
Total Volunteers777TotalVolunteersCnt
Total Gross UBI$90,603TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$32,916,896PYContributionsGrantsAmt
CY Contributions Grants$33,870,305CYContributionsGrantsAmt
PY Program Service Revenue$25,876,848PYProgramServiceRevenueAmt
CY Program Service Revenue$15,835,906CYProgramServiceRevenueAmt
PY Investment Income$15,014,625PYInvestmentIncomeAmt
CY Investment Income$15,984,122CYInvestmentIncomeAmt
PY Other Revenue$841,347PYOtherRevenueAmt
CY Other Revenue$764,316CYOtherRevenueAmt
PY Total Revenue$74,649,716PYTotalRevenueAmt
CY Total Revenue$66,454,649CYTotalRevenueAmt
PY Grants And Similar Paid$98,103PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$76,087CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$45,542,980PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$48,034,278CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$119,402PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$386CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,625,943CYTotalFundraisingExpenseAmt
PY Other Expenses$46,014,283PYOtherExpensesAmt
CY Other Expenses$38,217,162CYOtherExpensesAmt
PY Total Expenses$91,774,768PYTotalExpensesAmt
CY Total Expenses$86,327,913CYTotalExpensesAmt
PY Revenues Less Expenses-$17,125,052PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$19,873,264CYRevenuesLessExpensesAmt
Total Assets BOY$877,897,606TotalAssetsBOYAmt
Total Assets EOY$804,050,299TotalAssetsEOYAmt
Total Liabilities BOY$368,201,690TotalLiabilitiesBOYAmt
Total Liabilities EOY$317,603,016TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$509,695,916NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$486,447,283NetAssetsOrFundBalancesEOYAmt
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$26,064,808ExpenseAmt
Grant$9,750GrantAmt
Revenue$2,191,338RevenueAmt
DescEXHIBITS AND PUBLIC ENGAGEMENT: THE ALL-DIGITAL MORRISON PLANETARIUM USES SCIENTIFIC DATA TO SHARE CURRENT DISCOVERIES AND PRESENT IMMERSIVE SHOWS. 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$17,757,748ExpenseAmt
Grant$17,410GrantAmt
Revenue$348,459RevenueAmt
DescBIODIVERSITY SCIENCE AND SUSTAINABILITY: THE ACADEMY'S INSTITUTE FOR BIODIVERSITY SCIENCE AND SUSTAINABILITY (IBSS) IS AT THE FOREFRONT OF EFFORTS TO UNDERSTAND TWO OF THE MOST IMPORTANT TOPICS OF OUR TIME: THE NATURE AND FUTURE OF LIFE ON EARTH. IBSS IS HOME TO MORE THAN 100 SCIENTISTS, STATE-OF-THE-ART FACILITIES, AND NEARLY 46 MILLION SCIENTIFIC SPECIMENS FROM AROUND THE WORLD. IBSS ALSO LEVERAGES THE EXPERTISE AND EFFORTS OF MORE THAN 100 INTERNATIONAL ASSOCIATES AND 450 DISTINGUISHED FELLOWS. THROUGH EXPEDITIONS AROUND THE GLOBE, INVESTIGATIONS IN THE LAB, AND ANALYSIS OF VAST BIOLOGICAL DATASETS, THE INSTITUTE'S SCIENTISTS WORK TO UNDERSTAND THE EVOLUTION AND INTERCONNECTEDNESS OF ORGANISMS AND ECOSYSTEMS, THE THREATS THEY FACE AROUND THE WORLD, AND THE MOST EFFECTIVE STRATEGIES FOR REGENERATING THEM INTO THE FUTURE. 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$12,277,771ExpenseAmt
Revenue$12,295RevenueAmt
DescAQUARIUM: THE STEINHART AQUARIUM IS HOME TO 38,000 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
$3,479,018$48,927$162,976EDUCATION 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.
$2,625,038MEMBERSHIP: 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 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.
$13,326,230ADMISSIONS.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,104,056TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$48,927TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$13,489,206TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$62,204,383TotalProgramServiceExpensesAmt
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 AssetsYes (1)ReportOtherAssetsInd
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 Fundraising0ProfessionalFundraisingInd
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 ContributionYes (1)DeductibleArtContributionInd
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 Document195IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee743EmployeeCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members44GoverningBodyVotingMembersCnt
Independent Voting Member44IndependentVotingMemberCnt
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)$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
TRUSTEE1.00Yes (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 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
HAROLD MOONEY
TRUSTEE1.00Yes (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
JANET LAMKIN
TRUSTEE0.50Yes (X)$0$0$0
ZACK LARA
TRUSTEE0.50Yes (X)$0$0$0
REBECCA LIN
TRUSTEE0.50Yes (X)$0$0$0
MARIE LIPMAN
TRUSTEE0.50Yes (X)$0$0$0
LAWRENCE MIAO
TRUSTEE0.50Yes (X)$0$0$0
MICHAEL MILLMAN
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 T STEELE
TRUSTEE0.50Yes (X)$0$0$0
GEISHA WILLIAMS
TRUSTEE0.50Yes (X)$0$0$0
BILL YOUNGER
TRUSTEE0.50Yes (X)$0$0$0
RON ZEFF
TRUSTEE0.50Yes (X)$0$0$0
SCOTT SAMPSON
EXECUTIVE DIRECTOR40.00Yes (X)$165,795$0$8,097
MIKE MCGEE
INTERIM EXECUTIVE DIRECTOR AND CFO40.00Yes (X)$453,356$0$33,773
MELISSA FELDER
CHIEF REVENUE & MARKETING OFFICER40.00$319,466$0$44,290Yes (X)
ELIZABETH BABCOCK
CHIEF PUBLIC ENGAGEMENT OFFICER40.00$318,968$0$36,162Yes (X)
SCOTT MORAN 062819
SENIOR DIRECTOR, EXHIBITS40.00$294,563$0$13,303Yes (X)
SHANNON BENNETT
CHIEF OF SCIENCE & SUSTAIN40.00$293,111$0$13,703Yes (X)
ISAAC KWON
COO & AND HEAD OF GOVERNME40.00$273,319$0$35,583Yes (X)
REBECCA SCHUETT
INTERIM CHIEF PHILANTHROPY40.00$265,552$0$32,308Yes (X)
RAUL DEL BARCO
CHIEF HUMAN RESOURCES OFFICER40.00$235,400$0$19,615Yes (X)
JONATHAN FOLEY 063019
FMR EXEC. DIR. & SR. SCHOLAR40.00$649,679$0$27,701Yes (X)
LUIZ ROCHA
ASSOCIATE CURATOR, ICTHYOLOGY40.00$238,377$0$38,420Yes (X)
MARGARET LOWMAN 121319
SR. CURATOR & LINDSAY CHAIR OF BOTANY40.00$237,088$0$5,141Yes (X)
WILLIAM SHEPHERD III
SR. DIR OF STEINHART AQUARIUM40.00$229,355$0$40,911Yes (X)
MICHAEL COSTANZO
GENERAL COUNSEL AND DIRECTOR OF SECURITY40.00$224,193$0$36,577Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,198,222TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$385,584TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K95IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmt
RON FOTH RETAIL INC
8100 NORTH HIGH STREETCOLUMBUSOH43235ADVERTISING SERVICES$5,231,017
LOOKING POINT INC
PO BOX 398188SAN FRANCISCOCA94139IT SERVICES$965,622
THE LUKENS COMPANY
2800 SHIRLINGTON ROADARLINGTONVA22206RESEARCH AND CONSULTING$745,577
JOHN MURRAY PRODUCTIONS INC
1196 32ND STREETOAKLANDCA94608EXHIBIT FABRICATION$476,050
COMMERCIAL CONSTRUCTION AND IMPROVEMENT
2 HENRY ADAMS STREET SUITE M99SAN FRANCISCOCA94103CONSTRUCTION SERVICES$382,282
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K34CntrctRcvdGreaterThan100KCnt
Membership Dues$8,278,861MembershipDuesAmt
Fundraising$1,520,755FundraisingAmt
Government Grants$6,795,981GovernmentGrantsAmt
All Other Contributions$17,274,708AllOtherContributionsAmt
Noncash Contributions$1,709,864NoncashContributionsAmt
Total Contributions$33,870,305TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS900099$11,864,368$11,864,368
AUXILIARY ACTIVITIES900099$3,971,538$3,971,538
FieldValueIRS element (for citing)
Total Program Service Revenue$15,835,906TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,451,520TotalRevenueColumnAmt
Unrelated Business Revenue$90,603UnrelatedBusinessRevenueAmt
Exclusion$9,360,917ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$262,649TotalRevenueColumnAmt
Related Or Exempt Func Income$204,293RelatedOrExemptFuncIncomeAmt
Exclusion$58,356ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,370,609,617SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,364,077,015SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,532,602SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,532,602TotalRevenueColumnAmt
Exclusion$6,532,602ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$94,200FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,520,755ContriRptFundraisingEventAmt
Fundraising Direct Expenses$199,715FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$105,515TotalRevenueColumnAmt
Exclusion-$105,515ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,099GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,099TotalRevenueColumnAmt
Related Or Exempt Func Income$1,099RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCAFE COMMISSIONSDesc
Business900099BusinessCd
Total Revenue Column$606,083TotalRevenueColumnAmt
Exclusion$606,083ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$606,083OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$66,454,649TotalRevenueColumnAmt
Related Or Exempt Func Income$16,041,298RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$90,603UnrelatedBusinessRevenueAmt
Exclusion$16,452,443ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$76,087TotalAmt
Program Services$76,087ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,583,807TotalAmt
Program Services$1,759,102ProgramServicesAmt
Management And General$2,526,845ManagementAndGeneralAmt
Fundraising$297,860FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,877,509TotalAmt
Program Services$25,763,974ProgramServicesAmt
Management And General$5,883,394ManagementAndGeneralAmt
Fundraising$2,230,141FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,185,283TotalAmt
Program Services$848,193ProgramServicesAmt
Management And General$259,183ManagementAndGeneralAmt
Fundraising$77,907FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,714,457TotalAmt
Program Services$4,089,289ProgramServicesAmt
Management And General$1,249,566ManagementAndGeneralAmt
Fundraising$375,602FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,673,222TotalAmt
Program Services$1,912,968ProgramServicesAmt
Management And General$584,547ManagementAndGeneralAmt
Fundraising$175,707FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$343,163TotalAmt
Program Services$68,191ProgramServicesAmt
Management And General$274,972ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$207,448TotalAmt
Program Services$7,007ProgramServicesAmt
Management And General$200,372ManagementAndGeneralAmt
Fundraising$69FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$72,950TotalAmt
Management And General$72,950ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$386TotalAmt
Fundraising$386FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,398,265TotalAmt
Management And General$1,398,265ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,273,813TotalAmt
Program Services$2,329,813ProgramServicesAmt
Management And General$796,842ManagementAndGeneralAmt
Fundraising$147,158FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,687,344TotalAmt
Program Services$3,646,706ProgramServicesAmt
Management And General$33,396ManagementAndGeneralAmt
Fundraising$7,242FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,877,570TotalAmt
Program Services$1,310,848ProgramServicesAmt
Management And General$353,245ManagementAndGeneralAmt
Fundraising$213,477FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,540,551TotalAmt
Program Services$1,051,108ProgramServicesAmt
Management And General$465,120ManagementAndGeneralAmt
Fundraising$24,323FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$54,910TotalAmt
Program Services$25,509ProgramServicesAmt
Management And General$29,120ManagementAndGeneralAmt
Fundraising$281FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,069,648TotalAmt
Program Services$2,536,271ProgramServicesAmt
Management And General$508,042ManagementAndGeneralAmt
Fundraising$25,335FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$753,755TotalAmt
Program Services$581,552ProgramServicesAmt
Management And General$151,937ManagementAndGeneralAmt
Fundraising$20,266FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$110,720TotalAmt
Program Services$55,041ProgramServicesAmt
Management And General$51,887ManagementAndGeneralAmt
Fundraising$3,792FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,472,216TotalAmt
Program Services$3,644,297ProgramServicesAmt
Management And General$791,781ManagementAndGeneralAmt
Fundraising$36,138FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,749,812TotalAmt
Program Services$10,409,452ProgramServicesAmt
Management And General$2,236,547ManagementAndGeneralAmt
Fundraising$103,813FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$545,909TotalAmt
Management And General$545,909ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIPMENT$1,671,342$1,151,873$429,745$89,724
PARTICIPANT SUPPORT$433,602$429,342$2,159$2,101
ANIMAL SUPPORT$287,208$284,618$2,475$115
FUNDRAISING EXP. LINE 8-$199,715-$199,715

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,866,651TotalAmt
Program Services$223,142ProgramServicesAmt
Management And General$1,649,288ManagementAndGeneralAmt
Fundraising-$5,779FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$86,327,913TotalAmt
Program Services$62,204,383ProgramServicesAmt
Management And General$20,497,587ManagementAndGeneralAmt
Fundraising$3,625,943FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$19,408BOYAmt
EOY$23,749EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,500,019BOYAmt
EOY$4,308,845EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,234,721BOYAmt
EOY$6,885,654EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,645,582BOYAmt
EOY$845,269EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$87,844BOYAmt
EOY$60,724EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,596,612BOYAmt
EOY$324,471EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$35,666BOYAmt
EOY$34,178EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$660,523BOYAmt
EOY$1,040,871EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$495,599,650LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$183,682,628LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$322,978,525BOYAmt
EOY$311,917,022EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$372,580,978BOYAmt
EOY$325,930,392EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$103,681,711BOYAmt
EOY$105,714,839EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$56,876,017BOYAmt
EOY$46,964,285EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$877,897,606BOYAmt
EOY$804,050,299EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,997,299BOYAmt
EOY$5,724,243EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$6,595,636BOYAmt
EOY$4,642,249EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$279,267,932BOYAmt
EOY$279,425,999EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$74,340,823BOYAmt
EOY$27,810,525EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$368,201,690BOYAmt
EOY$317,603,016EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$372,568,116BOYAmt
EOY$351,796,948EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$137,127,800BOYAmt
EOY$134,650,335EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$509,695,916BOYAmt
EOY$486,447,283EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$877,897,606BOYAmt
EOY$804,050,299EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$19,873,264ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,230,071NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$145,298OtherChangesInNetAssetsAmt
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$46,321,748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,064,076CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,599,481CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,916,896CurrentTaxYearMinus1YearAmt
Current Tax Year$33,870,305CurrentTaxYearAmt
Total$201,772,506TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,321,748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,064,076CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,599,481CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,916,896CurrentTaxYearMinus1YearAmt
Current Tax Year$33,870,305CurrentTaxYearAmt
Total$201,772,506TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,979,541SubstantialContributorsTotAmt
Public Support Total170$196,792,965PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,649,306CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,793,976CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,380,728CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,312,462CurrentTaxYearMinus1YearAmt
Current Tax Year$9,419,273CurrentTaxYearAmt
Total$46,555,745TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,002,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$997,686CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,251,577CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,279,345CurrentTaxYearMinus1YearAmt
Current Tax Year$700,283CurrentTaxYearAmt
Total$5,231,890TotalAmt
FieldValueIRS element (for citing)
Total Support$253,560,141TotalSupportAmt
Gross Receipts Rltd Activities$118,027,289GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77610PublicSupportCY170Pct
Public Support PY1700.77550PublicSupportPY170Pct
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 - 2015 AMOUNT: $ 1,002,999. 2016 AMOUNT: $ 997,686. 2017 AMOUNT: $ 1,000,310. 2018 AMOUNT: $ 1,035,775. 2019 AMOUNT: $ 606,083. FUNDRAISING - 2017 AMOUNT: $ 251,267. 2018 AMOUNT: $ 243,570. 2019 AMOUNT: $ 94,200.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$76,509FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$76,509FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$86,451,119FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$86,527,628FilingOrganizationsTotalAmt

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$5,911CurrentYearMinus3Amt
Current Year Minus2$2,905CurrentYearMinus2Amt
Current Year Minus1$30,340CurrentYearMinus1Amt
Current Year$76,509CurrentYearAmt
Total$115,665TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$2,195CurrentYearMinus3Amt
Total$2,195TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements1TotalEasementsCnt
Total Acreage3060000.00TotalAcreageCnt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$161,297,369BeginningYearBalanceAmt
Contributions$9,548,382ContributionsAmt
Investment Earnings Or Losses-$8,417,245InvestmentEarningsOrLossesAmt
Other Expenditures$5,023,650OtherExpendituresAmt
Administrative Expenses$583,267AdministrativeExpensesAmt
End Year Balance$156,821,589EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.36000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.49000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.15000TermEndowmentBalanceEOYPct
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$440,184,133OtherCostOrOtherBasisAmt
Depreciation$152,004,581DepreciationAmt
Book Value$288,179,552BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,635,380OtherCostOrOtherBasisAmt
Depreciation$1,297,391DepreciationAmt
Book Value$1,337,989BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,001,560OtherCostOrOtherBasisAmt
Depreciation$23,458,188DepreciationAmt
Book Value$6,543,372BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,068,577OtherCostOrOtherBasisAmt
Depreciation$6,922,468DepreciationAmt
Book Value$15,146,109BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$311,917,022TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EXCHANGE TRADED FUNDS$4,009,670F
REAL ESTATE & OTHER$976,307F
INVESTMENTS HELD IN TRUST$5,634,873F
EQUITY HEDGE FUNDS$17,808,371F
ABSOLUTE RETURN POOLED FUNDS$59,626,563F
PRIVATE EQUITY INVESTMENTS$17,659,055F
FieldValueIRS element (for citing)
Total Book Value Securities$105,714,839TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRECEIVABLE FROM INVESTMENTSDesc
Book Value$46,964,285BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$46,964,285TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ANNUITIES PAYABLE$1,953,527
OTHER LONG-TERM LIABILITIES$208,157
PAYABLE FOR INVESTMENTS PURCHASED$17,542,096
PAYCHECK PROTECTION PROGRAM LOAN$8,106,745
FieldValueIRS element (for citing)
Total Liability$27,810,525TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$61,880,730TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,230,071NetUnrealizedGainsInvstAmt
Other Revenue$54,417OtherRevenueAmt
Revenue Not Reported-$3,175,654RevenueNotReportedAmt
Revenue Subtotal$65,056,384RevenueSubtotalAmt
Investment Expenses Not Incld$1,398,265InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,398,265RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$66,454,649TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$85,129,363TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$199,715OtherExpensesIncludedAmt
Expenses Not Reported$199,715ExpensesNotReportedAmt
Expenses Subtotal$84,929,648ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,398,265InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,398,265ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$86,327,913TotalExpensesPerForm990Amt

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, 2016, 2017, 2018, AND 2019 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, 2016, 2017, 2018, AND 2019 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, 2020 OR 2019.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST -145,298. FUNDRAISING EVENT EXPENSES 199,715.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EVENT EXPENSES 199,715.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESFIELDWORK AND EXAMINE SPECIMENS$1,987
EAST ASIA AND THE PACIFICPROGRAM SERVICESFIELDWORK AND EXAMINE SPECIMENS$148,760
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESEXAMINE SPECIMENS AND WORKSHOPS$28,431
NORTH AMERICAPROGRAM SERVICESFIELDWORK AND EXAMINE SPECIMENS$18,672
SOUTH AMERICAPROGRAM SERVICESFIELDWORK AND EXAMINE SPECIMENS$79,429
SUB-SAHARAN AFRICAPROGRAM SERVICESFIELDWORK AND EXAMINE SPECIMENS$79,39614
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees4SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee4TotalEmployeeCnt
Subtotal Spent$356,675SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$356,675TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
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

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BIG BANG GALAEvent1Nm
Gross Receipts Event1$1,342,493GrossReceiptsEvent1Amt
Charitable Contri Event1$1,342,493CharitableContriEvent1Amt
Rent Facility Costs Event1$9,890RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,114FoodAndBeverageEvent1Amt
Entertainment Event1$2,300EntertainmentEvent1Amt
Other Direct Expenses Event1$36,290OtherDirectExpensesEvent1Amt
Event2SUPERNATURALEvent2Nm
Gross Receipts Event2$272,462GrossReceiptsEvent2Amt
Charitable Contri Event2$178,262CharitableContriEvent2Amt
Gross Revenue Event2$94,200GrossRevenueEvent2Amt
Rent Facility Costs Event2$14,691RentFacilityCostsEvent2Amt
Food And Beverage Event2$85,607FoodAndBeverageEvent2Amt
Entertainment Event2$7,150EntertainmentEvent2Amt
Other Direct Expenses Event2$38,673OtherDirectExpensesEvent2Amt
Gross Receipts Total$1,614,955GrossReceiptsTotalAmt
Charitable Contributions Tot$1,520,755CharitableContributionsTotAmt
Gross Revenue Total Events$94,200GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$24,581RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$90,721FoodAndBeverageTotalEventsAmt
Entertainment Total Events$9,450EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$74,963OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$199,715DirectExpenseSummaryEventsAmt
Net Income Summary-$105,515NetIncomeSummaryAmt

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
Recipient71RecipientCnt
Cash Grant$76,087CashGrantAmt

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
Personal ServicesYes (X)PersonalServicesInd
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 PlanYes (1)SupplementalNonqualRtrPlanInd
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 SAMPSON
EXECUTIVE DIRECTOR$135,160$0$30,000$0$635$0$0$0$8,097$0$173,892$0$0$0
MIKE MCGEE
INTERIM EXECUTIVE DIRECTOR AND CFO$391,109$0$61,143$0$1,104$0$2,699$0$31,074$0$487,129$0$0$0
MELISSA FELDER
CHIEF REVENUE & MARKETING OFFICER$318,362$0$0$0$1,104$0$13,250$0$31,040$0$363,756$0$0$0
ELIZABETH BABCOCK
CHIEF PUBLIC ENGAGEMENT OFFICER$317,864$0$0$0$1,104$0$13,250$0$22,912$0$355,130$0$0$0
SCOTT MORAN 062819
SENIOR DIRECTOR, EXHIBITS$153,837$0$0$0$140,726$0$7,746$0$5,557$0$307,866$0$0$0
SHANNON BENNETT
CHIEF OF SCIENCE & SUSTAIN$292,097$0$0$0$1,014$0$13,250$0$453$0$306,814$0$0$0
ISAAC KWON
COO & AND HEAD OF GOVERNME$272,290$0$0$0$1,029$0$13,036$0$22,547$0$308,902$0$0$0
REBECCA SCHUETT
INTERIM CHIEF PHILANTHROPY$224,734$0$40,000$0$818$0$11,114$0$21,194$0$297,860$0$0$0
RAUL DEL BARCO
CHIEF HUMAN RESOURCES OFFICER$233,885$0$0$0$1,515$0$9,426$0$10,189$0$255,015$0$0$0
JONATHAN FOLEY 063019
FMR EXEC. DIR. & SR. SCHOLAR$342,177$0$0$0$307,502$0$13,246$0$14,455$0$677,380$0$0$0
LUIZ ROCHA
ASSOCIATE CURATOR, ICTHYOLOGY$237,868$0$0$0$509$0$10,672$0$27,748$0$276,797$0$0$0
MARGARET LOWMAN 121319
SR. CURATOR & LINDSAY CHAIR OF BOTAN$232,688$0$0$0$4,400$0$2,398$0$2,743$0$242,229$0$0$0
WILLIAM SHEPHERD III
SR. DIR OF STEINHART AQUARIUM$228,850$0$0$0$505$0$10,676$0$30,235$0$270,266$0$0$0
MICHAEL COSTANZO
GENERAL COUNSEL AND DIRECTOR OF SECU$223,372$0$0$0$821$0$11,141$0$25,436$0$260,770$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. JONATHAN FOLEY, FORMER EXECUTIVE DIRECTOR AND SENIOR SCHOLAR, RECEIVED TAXABLE HOUSING BENEFITS $169,676 DURING CALENDAR YEAR 2019.
PART I, LINES 4A-BONE 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. JONATHAN FOLEY, FORMER EXECUTIVE DIRECTOR AND SENIOR SCHOLAR, RECEIVED NON-QUALIFIED DEFERRED COMPENSATION IN THE FORM OF EMPLOYER CONTRIBUTIONS TO A 457(F) RETIREMENT PLAN. THIS AMOUNT IS INCLUDED IN PART II, COLUMN (B) IN THE AMOUNT OF $197,274.

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
A63030465313034AZG82018-08-01$70,370,000REFINANCING OF DEBT000
CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK
B63030465313034AZH62018-08-01$70,360,000REFINANCING OF DEBT000
CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK
C63030465313034AZJ22018-08-01$70,360,000REFINANCING OF DEBT000
CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK
D63030465313034AZK92018-08-01$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 SCIENCE AND SUSTAINABILITYHOME LOAN PURCHASE PROGRAMYes (X)$133,000$27,8180Yes (1)Yes (1)
LUIZ ROCHA
ASSOCIATE CURATOR, ICTHYOLOGYHOME LOAN PURCHASE PROGRAMYes (X)$150,000$32,9060Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$60,724TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$457NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution17ContributionCnt
Noncash Contributions Rpt F990$1,696,620NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$12,787NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION RECEIVED NONCASH CONTRIBUTIONS OF SCIENTIFIC SPECIMENS. AS ALLOWED UNDER 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.ExplanationTxt

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 -145,298.
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 CAMBRIDGE ASSOCIATES 125 HIGH SAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
EIN472271303EIN
Primary ActivitiesINVESTMENTPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

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$2,104,882ShareOfTotalIncomeAmt
Share Of EOY Assets$181,342,142ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
UBI Code V$90,603UBICodeVAmt
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.99990OwnershipPct
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 OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP
B$3,500,000GAAP
CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP
R$10,160,967GAAP

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