2020-02-12T13:53:21-06:00 2019-09-30 954611603 HENSIEK & CARON CPA'S 650 SIERRA MADRE VILLA 303 PASADENA CA 91107 990 2018-10-01 953423566 THE PLANETARY SOCIETY PLAN 6267935100 60 SOUTH LOS ROBLES AVENUE PASADENA CA 91101 JENNIFER VAUGHN COO 6267935100 2020-02-12 1 SUSAN CARON P00163651 6267929988 47.51.47.218 2020-02-12 09:33:09 PS P F7C5F2421241BF3782DBB7A27F28BC0E6D76E983 F7C5F2421241BF3782DBB7A27F28BC0E6D76E983 2018 2020-11-06 18:47:13Z WILLIAM NYE 60 SOUTH LOS ROBLES AVENUE PASADENA CA 91101 12978963 0 X PLANETARY.ORG X 1979 CA THE PLANETARY SOCIETY EMPOWERS THE WORLD'S CITIZENS TO ADVANCE SPACE SCIENCE AND EXPLORATION. 12 11 30 42 12385 -961 4821429 12741485 0 0 4097 2245 119740 72035 4945266 12815765 98759 15949 0 0 2682000 2646848 7493 0 820747 2096803 2264780 4885055 4927577 60211 7888188 2830239 10679224 533743 495739 2296496 10183485 X THE PLANETARY SOCIETY EMPOWERS THE WORLD'S CITIZENS TO ADVANCE SPACE SCIENCE AND EXPLORATION. TOGETHER WITH OUR MEMBERS, THE PLANETARY SOCIETY DEVELOPS SPACE TECHNOLOGY, GUIDES FUTURE SPACE POLICY, AND INSPIRES PEOPLE OF ALL AGES TO VALUE THE ADVENTURE OF EXPLORATION AND THE JOY OF DISCOVERY. 0 0 411838 13443 SCIENCE & TECHNOLOGY:THE PLANETARY SOCIETY INVESTS IN SCIENCE AND TECHNOLOGY PROJECTS TO ADVANCE INNOVATIVE SPACE EXPLORATION SOLUTIONS AND RESEARCH. WE PROVIDE SEED FUNDING TO SCIENCE AND TECHNOLOGY PROJECTS THAT ADVANCE PLANETARY EXPLORATION, THE SEARCH FOR LIFE, AND PLANETARY DEFENSE. IN 2019, OUR TECHNOLOGY PROJECTS LAUNCH, DEPLOYMENT, AND OPERATIONS OF OUR LIGHTSAIL 2 SOLAR SAIL SPACECRAFT, SUPPORTING A DESERT TEST FLIGHT OF A NEW PLANETARY SAMPLING SYSTEM CALLED PLANETVAC, AND CO-SPONSORING THE 2019 PLANETARY DEFENSE CONFERENCE IN WASHINGTON, DC. 1781508 200 EDUCATION AND COMMUNICATION:THROUGH EDUCATION AND COMMUNICATIONS, THE PLANETARY SOCIETY EXPANDS THE HORIZONS OF PUBLIC KNOWLEDGE ABOUT SPACE EXPLORATION AND HELPS CITIZENS EDUCATE OTHERS ABOUT SPACE. OUR PUBLIC INFORMATION PROJECTS INCLUDE THE PLANETARY REPORT, OUR QUARTERLY MAGAZINE FOR OUR MEMBERS AND SUPPORTERS; PLANETARY RADIO, OUR WEEKLY RADIO SHOW, AIRING ON MORE THAN 100 PUBLIC RADIO STATIONS, AND PODCAST, WITH MORE THAN 2,500,000 DOWNLOADS EACH YEAR; OUR WEBSITE - PLANETARY.ORG - WITH MORE THAN 2,800,000 UNIQUE VISITORS EACH YEAR; AND OUR SOCIAL MEDIA CHANNELS, ENGAGING MORE THAN 1,500,000 FOLLOWERS. IN 2019, OUR ONLINE ORIGINAL VIDEOS RECEIVED MORE THAN 3,100,000 VIEWS. THE SOCIETY ACHIEVES SOME OF IT PROGRAMMATIC GOALS THROUGH PUBLIC EDUCATION MAILING THAT INCLUDE REQUESTS FOR CONTRIBUTIONS. AS A RESULT, AND IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDELINES, WE ALLOCATE A PORTION OF OUR DIRECT MAIL COSTS TO PROGRAM SERVICES AND TO FUNDRAISING. 657407 2306 75189 MEMBERSHIP:OUR MEMBERSHIP PROGRAM CONNECTS SPACE-INTERESTED CITIZENS WORLDWIDE AND PROVIDES OPPORTUNITIES FOR THEM TO PARTICIPATE IN SPACE ACTIVITIES. OUR MEMBERSHIP ACTIVITIES INCLUDE MAINTAINING DETAILED RECORDS TO SUPPORT OUR MEMBERS AND NON-MEMBERS WHO HAVE CHOSEN TO PARTICIPATE IN OURPROGRAMS. OUR MEMBERSHIP TEAM INTERACTS WITH MEMBERS AND THE GENERAL PUBLIC TO ANSWER QUESTIONS AND MANAGE BENEFITS AND SERVICES. THE PLANETARY SOCIETY HAS MORE THAN 35,000 GENERAL MEMBERS AND ABOUT 36,000 ADDITIONAL SUPPORTERS, ADVOCATES, AND VOLUNTEERS. THE SOCIETY ACHIEVES SOME OF IT PROGRAMMATIC GOALS THROUGH MEMBERSHIP SERVICES SOFTWARE THAT INCLUDES THE FUNDRAISING MODULE. AS A RESULT, AND IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDELINES, WE ALLOCATE A PORTION OF OUR SOFTWARE COSTS TO PROGRAM SERVICES AND TO FUNDRAISING. 425112 4518 SPACE POLICY:THE PLANETARY SOCIETY HELPS SHAPE PUBLIC POLICY TO ENSURE NASA HAS THE SUPPORT AND RESOURCES TO EXPLORE PLANETS, SEARCH FOR LIFE, AND DEFEND THE EARTH FROM ASTEROIDS. IN 2019, OUR SPACE POLICY EFFORTS FOCUSED ON ENGAGING THE BI-PARTISAN PLANETARY SCIENCE CAUCUS IN THE U.S. CONGRESS. WE ORGANIZED THREE EVENTS FOR THE PLANETARY SCIENCE CAUCUS AND HELD MORE THAN 100 IN-PERSON OFFICE MEETINGS WITH LEGISLATORS. OUR ADVOCACY WORK CENTERED ON EDUCATING AND ACTIVATING OUR GRASSROOTS ADVOCATES. OUR MONTHLY SPACE POLICY PODCAST RECEIVES ABOUT 24,000 LISTENS PER EPISODE. WE CONTINUED TO ENGAGE OUR BASE OF SPACE ADVOCATES, SENDING REGULAR UPDATES TO OUR SPACE POLICY EMAIL LIST OF ABOUT 33,000. IN 2019, 100 PLANETARY SOICETY MEMBERS FROM 25 STATES WENT TO WASHINGTON DC FOR THE PLANETARY SOCIETY'S FIRST ANNUAL DAY OF ACTION. THESE SPACE ADVOCATES PARTICIPATED IN A COMBINED 127 MEETINGS WITH LEGISLATORS. 425112 4518 3275865 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 30 1 1 1 1 CA 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA AL AR CT FL GA IL LA KY KS MS MA MI MN NJ NY OH OR PA RI SC TN UT WV WI X X BEN BANK 6267935100 60 SOUTH LOS ROBLES AVE PASADENA CA 91101 FILLMORE WOOD DIRECTOR 2.00 X 0 0 0 BETHANY EHLMANN DIRECTOR 2.00 X 0 0 0 BIJAL HAYES-THAKORE DIRECTOR 2.00 X 0 0 0 JOHN LOGSDON DIRECTOR 2.00 X 0 0 0 ROBERT PICARDO DIRECTOR 2.00 X 0 0 0 BRITNEY SCHMIDT DIRECTOR 2.00 X 0 0 0 DAN GERACI CHAIRMAN 5.00 X 0 0 0 JAMES BELL PRESIDENT 2.00 X 0 0 0 HEIDI HAMMEL VICE PRESIDENT 2.00 X 0 0 0 WILLIAM NYE DIRECTOR AND CEO 20.00 X 106817 0 7237 LON LEVIN TREASURER 2.00 X 0 0 0 WALLACE HOOSER SECRETARY 2.00 X 0 0 0 JENNIFER VAUGHN COO 40.00 X 129959 0 16800 BRUCE BETTS CHIEF SCIENTIST 40.00 X 129451 0 17516 RICHARD CHUTE CDO 40.00 X 146869 0 19647 BENJAMIN BANK CHIEF FINANCIAL OFFICER 40.00 X 140350 0 11070 BARBARA TURMAN MANAGER OF INDIVIDUAL GIVI 40.00 X 112264 0 16616 CASEY DREIER CHIEF ADVOCATE AND SENIOR SPACE POLICY ADVISER 40.00 X 107538 0 13536 873248 0 102422 7 0 1 0 SCHULTZ & WILLIAMS 1617 JFK BLVD 1700 PHILADELPHIA PA 19103 MARKETING STRATEGY & MATERIAL PRODUCTION 289961 PASADENA METHODIST FOUNDATION 500 E COLORADO BLVD PASADENA CA 91101 LEASE PAYMENTS 176983 OPTIKAL INC 1680 VINE ST 905 HOLLYWOOD CA 90028 ADVERTISING SERVICES 146000 THE DOT PRINTER 2424 MCGRAW AVE IRVINE CA 92614 PRINTERS 118679 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 SOFTWARE SUPPORT 115268 5 2734743 25355 9981387 12741485 3704 3704 134232 135691 -1459 -1459 -1459 7450 25355 27507 -20057 -20057 46068 0 46068 46068 OTHER REVENUE 900099 46024 33639 12385 46024 12815765 79707 12385 -17812 X 3506 3506 12443 12443 454999 181875 248099 25025 1738561 1214984 236939 286638 147936 64678 42832 40426 139593 112737 18160 8696 165759 106385 35854 23520 1644 1644 15139 15139 506935 365482 12741 128712 16448 15237 1211 172383 118558 51693 2132 135877 98742 9846 27289 231440 149216 49959 32265 158076 88975 36012 33089 6460 3125 3089 246 117724 74967 26031 16726 33850 33850 PRINTING & PUBLICATIONS 315154 244517 4104 66533 ENGINEERING FEES 192439 192439 POSTAGE 178347 158679 2031 17637 BANK AND MERCHANT FEES 113544 4586 108958 69320 69320 4927577 3275865 830965 820747 X 247459 247459 0 0 126059 277755 439144 395449 875654 8955442 7770 3635 136099 46625 1643751 666431 1087994 977320 132519 0 25000 22998 2830239 10679224 390468 359616 143275 136123 533743 495739 X 845314 1740165 1448832 7482786 2350 960534 2296496 10183485 2830239 10679224 7888188 -1199 0 X 0 1 X 1 0 X 4492744 3810913 4361887 4821429 4121571 21608544 29603 20500 92047 8322 46068 196540 4522347 3831413 4453934 4829751 4167639 21805084 298966 45177 50190 198950 64215 657498 173078 55370 224530 452978 298966 218255 105560 423480 64215 1110476 20694608 19669 14695 9079 4711 3704 51858 19669 14695 9079 4711 3704 51858 4542016 3846108 4463013 4834462 4171343 21856942 0.94680 0.95530 0.00240 0.00250 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: RESTRICTED GIFT DATE: 09/27/19 AMOUNT: 8627355. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2350 958184 960534 2350 2350 2350 2350 2350 2350 2350 2 2 2350 0 0 1172425 246497 925928 248890 208943 39947 222436 210991 11445 977320 LIABILITY TO BENEFICIARIES UNDER SPLIT INTEREST AGREEMENTS 9547 DEFERRED RENT 126576 136123 X 12814566 -1199 -1199 12815765 0 12815765 4927577 0 4927577 0 4927577 PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES PROVIDES GUIDANCE ON HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED AND DISCLOSED IN THE FINANCIAL STATEMENTS. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE SOCIETY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE SOCIETY BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT IMPACT ITS FINANCIAL STATEMENTS. 0 NORTH AMERICA 0 0 BANK FEES 258 NORTH AMERICA 0 0 WEB SUPPORT 107517 NORTH AMERICA 0 0 VOLUNTEER PROGRAM SUPPORT, YOUTH AND CANADIAN OUTREACH 66850 EUROPE 0 0 PUBLICATION SUPPORT 2337 EAST ASIA AND THE PACFIC 0 0 PUBLICATION SUPPORT 18 EUROPE 0 0 LIGHTSAIL PROGRAM 581 EUROPE 0 0 VOLUNTEER PROGRAM SUPPORT 731 SOUTH ASIA 0 0 PUBLICATION SUPPORT 300 0 0 0 0 0 0 178592 0 178592 EUROPE SPONSORSHIP 10012 CASH FMV 1 1 NEO RESEARCH SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 2430 CASH TRANSFER 0 FMV 0 0 0 0 0 0 PART I, LINE 2: THE PLANETARY SOCIETY HAS ABOUT 9,130 NON US MEMBERS IN ABOUT 107 COUNTRIES. THE EXPENSES ASSOCIATED WITH THESE MEMBERS IS GENERATED IN THE US. THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING. LIGHTSAIL EVENT 32805 25355 7450 19154 8353 32805 25355 7450 19154 8353 27507 -20057 1 INTERNATIONAL ASSOCIATION OF ASTRONOMICAL ARTISTS 700 SWEET THORNE RD IRMO SC 29063 821873293 501(C)(3) 200 CASH GENERAL SUPPORT NATIONAL SPACE CLUB AND FOUNDATION 204 E STREET NE WASHINGTON DC 20002 462820184 501(C)(3) 2305 CASH GENERAL SUPPORT ADLER PLANETARIUM 1300 SOUTH LAKE SHORE DRIVE CHICAGO IL 60605 366210902 501(C)(3) 1000 CASH SPONSORSHIP PART I, LINE 2: THOSE WHO RECEIVE GRANTS FROM THE PLANETARY SOCIETY TYPICALLY PROVIDE INFORMAL UPDATES TO THE SOCIETY'S CHIEF SCIENTIST APPROXIMATELY EVERY 6 MONTHS. IN ADDITION, PROGRESS IS ASSESSED BY THE CHIEF SCIENTIST VIA PERIODIC PHONE CALLS, VISITS AND EMAILS WITH GRANTEES. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 RICHARD CHUTE CDO 146869 0 0 0 0 0 9433 0 10214 0 166516 0 0 0 BENJAMIN BANK CHIEF FINANCIAL OFFICER 140350 0 0 0 0 0 9825 0 1245 0 151420 0 0 0 PART I, LINE 1A AN OFFICER IS A HIGH PROFILE INDIVIDUAL TRYING TO TRAVEL SAFELY. PART I, LINE 3 THE ORGANIZATION'S OFFICERS REVIEW COMPETITIVE SALARY DATA. EACH EMPLOYEE UNDERGOES AN ANNUAL PERFORMANCE REVIEW LED BY THE ORGANIZATION'S OFFICERS AND DIRECTORS. THESE OFFICERS AND DIRECTORS MEET TO DISCUSS COMPENSATION FOR ALL NON-OFFICER EMPLOYEES BASED ON JOB DUTIES, PERFORMANCE, COMPETITIVE SALARY DATA, AND COST OF LIVING ADJUSTMENTS. THE CEO SETS THE SALARY FOR THE COO AND CFO. THE BOARD OF DIRECTORS (EXCLUDING THE CEO) DETERMINES THE SALARY OF THE CEO. FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD OF DIRECTORS RECEIVES THE 990 ONE WEEK PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR AT THE FALL BOARD MEETING, EACH BOARD MEMBER REVIEWS THE CONFLICT OF INTEREST POLICY AND SIGNS A CONFLICT OF INTEREST STATEMENT. BOARD MEMBERS HAVE ACCESS TO THE POLICY THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S OFFICERS REVIEW COMPETITIVE SALARY DATA. EACH EMPLOYEE UNDERGOES AN ANNUAL REVIEW LED BY THE ORGANIZATION'S OFFICERS AND DIRECTORS. THESE OFFICERS AND DIRECTORS MEET TO DISCUSS COMPENSATION FOR ALL NON-OFFICER EMPLOYEES BASED ON THEIR JOB DUTIES, PERFORMANCE, COMPETITIVE SALARY DATA, AND COST OF LIVING ADJUSTMENTS. THE CEO SETS THE SALARY FOR THE COO AND CFO. THE BOARD OF DIRECTORS (EXCLUDING THE CEO) DETERMINES THE SALARY OF THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE UPON REQUEST. DOCUMENTS CAN BE VIEWED AT OUR OFFICE, MAILED, OR E-MAILED TO THE REQUESTING PARTY. AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE ALSO PUBLISHED ON THE SOCIETY'S WEBSITE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 365,482. MANAGEMENT AND GENERAL EXPENSES 12,741. FUNDRAISING EXPENSES 128,712. TOTAL EXPENSES 506,935.