NEW ENGLAND AQUARIUM CORPORATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND AQUARIUM CORPORATION (EIN 04-2297514)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-19
- IRS object ID
- 201942629349300904
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-19T10:28:18-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042297514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 6179735200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | P ERIC KRAUSS | PersonNm |
| Person Title | EVP, COO & CFO | PersonTitleTxt |
| Phone | 6179735200 | PhoneNum |
| Signature | 2019-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2019-09-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-12 | IPDt |
| IP Tm | 12:29:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6EBF32EC077803D5773B28E578504B4367373832 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VERONIQUE N SPRUILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,553,295 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEAQ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE NEW ENGLAND AQUARIUM SEEKS TO BE A CATALYST FOR GLOBAL CHANGE IN PROTECTING THE OCEANS THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH AND ADVOCACY FOR VITAL AND VIBRANT OCEANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 504 | TotalEmployeeCnt |
| Total Volunteers | 1253 | TotalVolunteersCnt |
| Total Gross UBI | $4,823,955 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $379,422 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,429,726 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,804,985 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,011,988 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,348,495 | CYProgramServiceRevenueAmt |
| PY Investment Income | $819,770 | PYInvestmentIncomeAmt |
| CY Investment Income | $728,992 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,087,395 | PYOtherRevenueAmt |
| CY Other Revenue | $10,677,327 | CYOtherRevenueAmt |
| PY Total Revenue | $46,348,879 | PYTotalRevenueAmt |
| CY Total Revenue | $46,559,799 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $86,448 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,481,253 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,971,900 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $132,193 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $122,700 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,764,179 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,898,007 | PYOtherExpensesAmt |
| CY Other Expenses | $25,960,261 | CYOtherExpensesAmt |
| PY Total Expenses | $46,511,453 | PYTotalExpensesAmt |
| CY Total Expenses | $47,141,309 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$162,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$581,510 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $83,553,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,700,162 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,885,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,161,272 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,667,565 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,538,890 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NEW ENGLAND AQUARIUM SEEKS TO BE A CATALYST FOR GLOBAL CHANGE IN PROTECTING THE OCEANS THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH AND ADVOCACY FOR VITAL AND VIBRANT OCEANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,253,188 | ExpenseAmt |
| Revenue | $27,488,567 | RevenueAmt |
| Desc | EXHIBITION: THE AQUARIUM IS A MASSACHUSETTS CHAPTER 180 NON-PROFIT CORPORATION FORMED FOR THE PURPOSE OF OPERATING A PUBLIC AQUARIUM IN BOSTON, MASSACHUSETTS. THE MISSION OF THE AQUARIUM IS TO BE A CATALYST FOR GLOBAL CHANGE THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH AND ADVOCACY FOR VITAL AND VIBRANT OCEANS. IN ADDITION TO ITS EXHIBITS, THE AQUARIUM OPERATES AN IMAX THEATER, GIFT SHOP, CAFE, CATERED EVENTS, EDUCATION PROGRAMS AND SPONSORED PROGRAMMING IN MARINE RESEARCH, CONSERVATION AND EDUCATION. THE AQUARIUM RELIES ON ADMISSIONS REVENUE, RETAIL SALES TO ITS VISITORS AND PRIVATE GIFTS AND GRANTS FOR THE MAJORITY OF ITS OPERATIONS. THESE REVENUES AND SUPPORT ARE PRIMARILY DERIVED FROM VISITORS AND DONORS FROM THE GREATER BOSTON AREA, THE NEW ENGLAND REGION AND TOURISTS TO THE CITY.OUR FOCUS HAS BEEN ON CONTINUING TO IMPROVE THE VISITOR EXPERIENCE WITH NEW EXHIBITS AND PROGRAMS; EXPANDING OUR CLIMATE CHANGE EDUCATION WORK BEYOND OUR WALLS INTO THE COMMUNITY; STRENGTHENING SCIENCE LEARNING AND ENVIRONMENTAL STEWARDSHIP OPPORTUNITIES FOR YOUTH; AND ADVANCING STRATEGIC PLAN PRIORITIES.ON THE VISITOR EXPERIENCE FRONT, WE HAVE:-SECURITY - WE COMPLETED A MAIN CAMPUS SECURITY ASSESSMENT. -EXHIBIT MASTER PLAN - WE REVIEWED FINAL RECOMMENDATIONS AND GATHERED FEEDBACK FROM INDIVIDUAL DEPARTMENTS (FINANCE, DEVELOPMENT, VISITOR EXPERIENCE, MARKETING/COMMUNICATIONS, EVENTS, AND FISHES) ON OUR DRAFT EXHIBIT MASTER PLAN.-FUR SEAL THEME PROGRAM - WE INSTALLED UPDATED GRAPHICS (POPULATION DECLINE, BEHAVIOR), A NEW SEAL SCULPTURE (ANATOMY), NEW VIDEO MONITORS, AN ANDERSON CABOT CENTER RESEARCH PROGRAM EXHIBIT (FECAL HORMONES), AND A TECHNOLOGY EXHIBIT (DRONE ZONE).-SALMON EXHIBIT - THROUGH A NOAA GRANT, WE UPDATED THE SALMON EXHIBIT TO BETTER HIGHLIGHT THE SPECIES AND ITS CONSERVATION STORY.-INDO-PACIFIC CORAL REEF EXHIBIT - WE DEVELOPED PRELIMINARY DESIGN, ESTABLISHED COSTS AND SCHEDULE FOR THIS NEW EXHIBIT THAT OPENED IN APRIL 2019.-IMAX - WE ADDED A PROJECTOR TO THE THEATER THAT CAN SHOW DIGITAL 3D CONTENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,578,838 | ExpenseAmt |
| Grant | $86,448 | GrantAmt |
| Revenue | $2,207,619 | RevenueAmt |
| Desc | RESEARCH AND CONSERVATION: THE ANDERSON CABOT CENTER FOR OCEAN LIFE AT THE NEW ENGLAND AQUARIUM (ANDERSON CABOT CENTER") HAS CONTINUED TO MAKE GREAT PROGRESS ON MEETING OUR HIGH-LEVEL CONSERVATION GOALS. WE HAVE BEEN FOCUSED ON CONTINUING OUR CUTTING-EDGE SCIENTIFIC RESEARCH AND BUILDING OUR EXTERNAL CREDIBILITY THROUGH A SERIES OF KEY PARTNERSHIPS AND EVENTS THAT OUR STAFF AND SCIENTISTS HAVE TAKEN PART IN SINCE THE START OF THE YEAR IN AN EFFORT TO TURN SCIENCE INTO ACTION. WE ARE ALSO CONTINUING OUR INTERNAL CAPACITY BUILDING EFFORTS THROUGH ADDITIONAL KEY HIRES.NOTABLE HIGHLIGHTS-THE FISHERIES SCIENCE AND EMERGING TECHNOLOGIES PROGRAM RECEIVED A LARGE INDIVIDUAL MAJOR GIFT TO SUPPORT EXPANDING THE SCIENTIFIC BREADTH AND OUTREACH OF OUR COASTAL SHARK RESEARCH.-THE VOLGENAU FOUNDATION, AWARDED A GRANT FOR A CRITICAL PIECE OF THE ANDERSON CABOT CENTER'S ROPELESS FISHING GEAR INITIATIVE. THIS GRANT WILL HELP ENABLE OUR SCIENTISTS TO DETERMINE WHAT IT WOULD TAKE TO ESTABLISH ROPELESS FISHING GEAR IN THE GULF OF MAINE. OUR RESEARCHERS WILL EVALUATE THE RELATIVE EASE OF GEAR RETRIEVAL AND ANALYZE THE ECONOMIC IMPACT THAT ADOPTING ROPELESS TECHNOLOGY MAY HAVE ON FISHERMEN. -THE MARINE CONSERVATION ACTION FUND DISBURSED OVER $85,000 IN SUPPORT OF 10 SMALL-SCALE, HIGH-IMPACT PROJECTS LED BY CONSERVATION LEADERS IN MOZAMBIQUE, MADAGASCAR, SRI LANKA, PAKISTAN, CHILE, THE PHILIPPINES, INDIA, HONDURAS AND BRAZIL. THESE PROJECTS FOCUSED ON STUDYING AND PROTECTING IMPERILED SPECIES SUCH AS SAWFISH, ZEBRA SHARKS, BLUE WHALES, SOUTHERN RIGHT WHALES, INDUS RIVER DOLPHINS AND PARROTFISH.-GROUNDED IN DATA PROVIDED BY OUR AERIAL SURVEY WORK, WE LAUNCHED A PETITION IN SUPPORT OF THE NORTHEAST CANYONS AND SEAMOUNTS MARINE NATIONAL MONUMENT. SIGNATURES WERE SUBMITTED TO THE WHITE HOUSE AND THE DEPARTMENT OF THE INTERIOR IN AN EFFORT TO CONVINCE THE ADMINISTRATION TO CONTINUE PROHIBITING COMMERCIAL FISHING IN THIS SPECIAL PLACE.-OUR TEAM PARTNERED WITH MASSCEC, BOEM, AND NMFS TO CONVENE A WORKSHOP THAT BROUGHT TOGETHER MARINE SCIENTISTS, ENVIRONMENTAL NGOS, REGULATORS, AND OFFSHORE WIND LEASEHOLDERS TO DEVELOP A SCIENTIFIC RESEARCH FRAMEWORK THAT WILL GUIDE THE LONG TERM STUDY OF POTENTIAL IMPACTS TO MARINE WILDLIFE ASSOCIATED WITH OFFSHORE WIND FARM CONSTRUCTION AND OPERATION IN THE NORTHEAST. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,785,661 | ExpenseAmt |
| Revenue | $838,999 | RevenueAmt |
| Desc | EDUCATION: FOR NEARLY 50 YEARS, THE AQUARIUM HAS PROVIDED LIFE-CHANGING EDUCATIONAL EXPERIENCES FOR PEOPLE OF ALL AGES, FROM A CHILD TOUCHING A SEA STAR TO AN ADULT LEARNING HOW HIS/HER DAILY ACTIONS CAN AFFECT THE OCEAN. THE AQUARIUM'S EDUCATIONAL IMPACT IS BROAD AND EVER EXPANDING. FROM TODDLERS TO RETIREES, FROM THE HEART OF BOSTON, ACROSS NEW ENGLAND AND AROUND THE WORLD, OUR DIVERSE AUDIENCES HAVE EXPERIENCES THEY WILL NEVER FORGET.WE ARE BUILDING THE NEXT GENERATION OF CONSERVATION LEADERS THROUGH PROGRAMS FOR YOUTH, COLLEGE STUDENTS, AND ADULT VOLUNTEERS.-TEEN INTERNS - OF 73 SUMMER TEENS HIRED, 78% HAIL FROM EDUCATIONALLY UNDERSERVED COMMUNITIES INCLUDING BOSTON (55%), CAMBRIDGE, QUINCY, SAUGUS AND CHELSEA. BOSTON'S PRIVATE INDUSTRY COUNCIL (PIC) IS DIRECTLY SUPPORTING 10 OF THESE TEENS.-CLIMATEENS - WE HAVE 41 TEENS IN OUR YOUTH CLIMATE LEADERSHIP PROGRAM THIS YEAR, WHICH INCLUDED A COLLABORATION WITH CANNON DESIGN ON CLIMATE RESILIENT DESIGN FOR SOUTH BOSTON'S MOAKLEY PARK.-LIVE BLUE AMBASSADORS (LBA) - THE LIVE BLUE AMBASSADORS PROVIDE YOUTH AGES 14 THROUGH 18 OPPORTUNITIES TO PARTICIPATE IN FIELD- BASED CONSERVATION ACTIVITIES WHERE THEY TAKE PART IN DIRECT ACTIONS TO IMPROVE COASTAL HABITATS AND SYSTEMS. IN 2018, 195 INDIVIDUAL YOUTH PARTICIPANTS SERVED 1,881 HOURS OVER THE COURSE OF 71 EVENTS.-PROMOTING EDUCATION THROUGH ACTION FOR CONSERVATION OF HABITATS (PEACH) - THIS EPA- FUNDED PROJECT IS BUILDING THE CAPACITY OF PARTNERS (BOSTON HARBOR ISLAND NATIONAL PARK, TRUSTEES OF RESERVATIONS, EMERALD NECKLACE, DCR, AND MASS AUDUBON) TO ENGAGE YOUTH AND ADULT VOLUNTEERS IN NEW HABITAT RESTORATION PROJECTS. A RECENT TRAINING ABOUT OWLS AND THEIR HABITAT NEEDS HAS LED TO NEW VOLUNTEER CITIZEN SCIENCE EFFORTS.-MARINE BIOLOGIST IN TRAINING (MBIT) - WE COMPLETED A SUCCESSFUL PILOT OF AN IN-SCHOOL VERSION OF MBIT AT THE DEARBORN STEM ACADEMY FOR THE 12TH GRADE BIOLOGY II CLASS AND THE 11TH GRADE ENVIRONMENTAL SCIENCE CLASS. THE PROGRAM WAS FOCUSED ON RIGHT WHALES, HABITAT AND FOOD WEB DYNAMICS IN THE GULF OF MAINE.-HARBOR DISCOVERIES - TO-DATE 245 SUMMER CAMPERS ARE ENROLLED, INCLUDING 67 SCHOLARSHIP RECIPIENTS, 51% OF WHOM ARE BOSTON RESIDENTS. WE ARE A NATIONAL LEADER IN EDUCATING THE PUBLIC IN CONSTRUCTIVE CONVERSATIONS ABOUT CLIMATE CHANGE AND BUILDING COMMUNITY CLIMATE RESILIENCE.-NATIONAL NETWORK OF CLIMATE CHANGE INSTRUCTORS NETWORK - WE SECURED FUNDING FROM THE PISCES FOUNDATION TO SUPPORT OUR TRANSITION TO A SUSTAINABLE, SELF-GOVERNING NATIONAL NETWORK. WE HELD OUR FIRST NETWORK-WIDE ELECTION FOR A NEW EXECUTIVE CHAIR POSITION, AND RECRUITED 29 ALUMNI TO SERVE ON NNOCCI'S SIX NEW LEADERSHIP COMMITTEES THAT WILL CONTINUE TO FACILITATE TRAINING, MEMBER ENGAGEMENT, EVALUATION AND NEW RESEARCH & DEVELOPMENT.-COMMUNITY PARTNERSHIPS FOR RESILIENCE (CPR) - THIS NOAA-FUNDED PROJECT HELD A KICKOFF MEETING WITH REPRESENTATIVES FROM CITY/TOWN PLANNING, PUBLIC SCHOOLS AND LOCAL NON-PROFIT ORGANIZATIONS FROM CHELSEA, LYNN AND HULL, MA. COLLEAGUES FROM THE METROPOLITAN AREA PLANNING COUNCIL CO-FACILITATED AND PRESENTED AN OVERVIEW OF CLIMATE SCIENCE AND IMPACTS.-CHANGE MAKERS ADVANCING SCIENCE LITERACY (CASL) - THIS NSF-FUNDED PROJECT HAS FORMED A TEAM OF COLLEAGUES FROM NON-PROFIT ORGANIZATIONS IN EAST BOSTON. THIS "CITY TEAM" IS LISTENING CAREFULLY TO THE ASPIRATIONS OF COMMUNITY MEMBERS AS A KEY STEP TOWARD BUILDING CLIMATE ACTION PLANS, USING TOOLS AND PROTOCOLS FROM PARTNERS AT THE HARWOOD INSTITUTE.WE ARE HELPING TO PROMOTE STEM FLUENCY FOR EDUCATIONALLY UNDERSERVED YOUTH IN BOSTON THROUGH PROGRAMS IN SCHOOL, AFTER SCHOOL, AND DURING THE SUMMER.-EARLY EDUCATION - WE PROVIDED TWO NEW WORKSHOPS ON HOW TO DEVELOP EARLY CHILDHOOD STEM FLUENCY FOR 30 TEACHERS, AS WELL AS A CONFERENCE PRESENTATION FOR 32 INFORMAL EDUCATORS.-TEACHER ADVISORY COUNCIL - THE COUNCIL CREATED CHAPERONE GUIDES TO IMPROVE THE EDUCATIONAL EXPERIENCE AND IMPACT FOR SCHOOL GROUPS VISITING THE AQUARIUM.-COMMUNITIES CONNECTING TO THE OCEAN (C2O) - WE COMPLETED AFTER SCHOOL SERIES WITH FOUR BOSTON COMMUNITY CENTERS, HELPING YOUTH TO FOSTER THEIR IDENTITY AS A SCIENCE LEARNER BY PROVIDING THEM WITH TOOLS AND TECHNIQUES TO INVESTIGATE LOCAL TIDE POOL ANIMALS.-FAMILY LEARNING - WITH FUNDING FROM AZA'S NATURE PLAY INITIATIVE, WE PRODUCED FAMILY EXPLORATION GUIDES FOR SUMMER 2018 TO HELP FAMILIES TO EXPLORE THE COAST. THE GUIDES, ORIGINALLY DEVELOPED IN 2016, HAVE ALREADY BEEN TESTED WITH FAMILIES AND PARTNERS. THIS GRANT ALLOWED US TO TRANSLATE THE GUIDES INTO SPANISH AND TO PRODUCE COPIES FOR DISTRIBUTION AT LOCAL BEACHES AND COMMUNITY CENTERS.THROUGH PUBLIC PROGRAMS AND NETWORKS, WE EXTEND THE REACH OF THE AQUARIUM IN PROMOTING OCEAN STEWARDSHIP.-NEW ENGLAND OCEAN SCIENCE EDUCATION COLLABORATIVE (NEOSEC) WE CONVENED A BIENNIAL OCEAN LITERACY SUMMIT FOR APPROXIMATELY 200 OCEAN SCIENTISTS AND EDUCATORS, ON NOVEMBER 15-16 AT NORTHEASTERN AND UMASS BOSTON.-LECTURES OUR PUBLIC LECTURE SERIES, SUPPORTED BY THE LOWELL INSTITUTE, REACHED 3,405 PEOPLE AT 21 EVENTS COVERING A RANGE OF SCIENCE AND CONSERVATION TOPICS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,191,512 | ExpenseAmt |
| Revenue | $666,682 | RevenueAmt |
| Desc | OTHER - THE AQUARIUM IS A PIONEER IN RESCUE AND REHABILITATION OF CERTAIN MARINE MAMMALS AND OTHER SPECIES. DURING THE WINTER OF 2018, WE RESCUED AND REHABILITATED STRANDED SEA TURTLES (PRIMARILY KEMP'S RIDLEY TURTLES) RESULTING FROM COLD STUNNING. WE CONTINUED TO WORK WITH OUR PARTNERS AT BOSTON HARBOR CRUISES ("BHC") TO OFFER THE NEW ENGLAND AQUARIUM WHALE WATCH, OPERATED BY BHC. THIS COMBINED EFFORT HAS GENERATED INCREASED WHALE WATCH ATTENDANCE AND EXPANDED SIGNIFICANTLY THE REACH OF OUR WHALE CONSERVATION PROGRAMMING.TOTAL OTHER COSTS REPRESENT THE REMAINING PROGRAM SERVICE EXPENSES PER PART IX THAT WERE NOT ATTRIBUTABLE TO EXHIBITION, RESEARCH, OR EDUCATION. TOTAL OTHER REVENUE REPRESENTS PROGRAMMATIC CORPORATE SPONSORSHIPS AND OTHER MISCELLANEOUS INCOME PER PART VIII THAT WERE NOT ATTRIBUTABLE TO EXHIBITION, RESEARCH, OR EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,191,512 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $666,682 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $40,809,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 504 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA A WONG | PersonNm |
| Phone | 6172262140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MILK STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID ALTSHULER | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BURGESS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS R BURTON III | ||||||||
| TRUSTEE | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA N CABOT | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JARED A CHASE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA EISENSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL S EVANS | ||||||||
| TRUSTEE/SECRETARY OF THE CORPORATION | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DEAN GOODERMOTE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA K HAZARD | ||||||||
| TRUSTEE/INTERIM CEO (UNTIL 7-18) | 20.00 | 0.00 | Yes (X) | $89,250 | $0 | $0 | Yes (X) | |
| KATHLEEN G HEALY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA PETRI-HUMPHREY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLASS E KARP | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM HEALY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT H PAGE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN B PEACHER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY T RENNER | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DUNCAN W RICHARDSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN SKERRY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $20,000 | $0 | $0 | ||
| PETER O WILDE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BECHHOFER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER D LEVENTHAL | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND F MUI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY F PETERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MALIZ E BEAMS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VERONIQUE N SPRUILL | ||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | $298,082 | $0 | $0 | Yes (X) | ||
| P ERIC KRAUSS | ||||||||
| EVP, CFO & COO | 39.00 | 1.00 | $366,966 | $0 | $44,546 | Yes (X) | ||
| WILLIAM S SPITZER | ||||||||
| VP LEARNING & COMMUNITY | 40.00 | 0.00 | $202,397 | $0 | $65,163 | Yes (X) | ||
| JANE WOLFSON | ||||||||
| VP MARKETING & COMM. | 40.00 | 0.00 | $198,575 | $0 | $21,238 | Yes (X) | ||
| SCOTT D KRAUS | ||||||||
| VP, SENIOR SCIENCE ADVISOR - CF SCI | 40.00 | 0.00 | $188,639 | $0 | $24,097 | Yes (X) | ||
| MARK F SMITH | ||||||||
| VP ANIMAL CARE | 40.00 | 0.00 | $178,494 | $0 | $30,618 | Yes (X) | ||
| ANN PERRY | ||||||||
| VP HUMAN RESOURCES | 40.00 | 0.00 | $154,769 | $0 | $50,428 | Yes (X) | ||
| JOHN W MANDELMAN | ||||||||
| VP ANDERSON CABOT CTR. & CHF SCI | 40.00 | 0.00 | $137,942 | $0 | $42,532 | Yes (X) | ||
| ROBIN A ELKINS | ||||||||
| VP DEVELOPMENT | 40.00 | 0.00 | $221,483 | $0 | $24,833 | Yes (X) | ||
| PATRICIA WONG | ||||||||
| AVP FINANCE & CONTROLLER | 40.00 | 0.00 | $133,083 | $0 | $45,102 | Yes (X) | ||
| DEBRA BORGWARDT | ||||||||
| AVP SALES & PARTNERSHIPS | 40.00 | 0.00 | $120,973 | $0 | $24,149 | Yes (X) | ||
| ROSALIND M ROLLAND | ||||||||
| DIRECTOR OF OCEAN HEALTH | 40.00 | 0.00 | $114,996 | $0 | $24,272 | Yes (X) | ||
| TISHA K STIMA | ||||||||
| DIRECTOR OF INSTITUTIONAL GIVING | 40.00 | 0.00 | $119,646 | $0 | $25,923 | Yes (X) | ||
| TIMOTHY WERNER | ||||||||
| SENIOR SCIENTIST | 40.00 | 0.00 | $112,479 | $0 | $34,056 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,657,774 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $456,957 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTERPLATE | |||||
| ONE INDEPENDENCE POINTS | GREENVILLE | SC | 29306 | FOOD VENDOR | $2,608,319 |
| C & W FACILITY SERVICES INC | |||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 60672 | CLEANING COMPANY | $1,075,396 |
| CONNELLY PARTNERS LLC | |||||
| 46 WALTHAM ST | BOSTON | MA | 02118 | ADVERTISING AGENCY | $1,033,422 |
| HALLSMITH SYSCO | |||||
| 99 SPRING STREET | PLYMPTON | MA | 02367 | FOOD VENDOR | $753,178 |
| SCHULTZ & WILLIAMS INC | |||||
| 1617 JFK BLVD SUITE 1700 | PHILADELPHIA | PA | 19103 | DEVELOPMENT SERVICES | $401,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,246,235 | MembershipDuesAmt |
| All Other Contributions | $6,558,750 | AllOtherContributionsAmt |
| Noncash Contributions | $103,362 | NoncashContributionsAmt |
| Total Contributions | $9,804,985 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $22,301,877 | $22,301,877 |
| RESEARCH, CONSERVATION, ED. | 900099 | $3,046,618 | $3,046,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,348,495 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $734,044 | TotalRevenueColumnAmt |
| Exclusion | $734,044 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,853 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,905 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,052 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,052 | TotalRevenueColumnAmt |
| Exclusion | -$5,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $12,722,355 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,906,591 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,815,764 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,991,809 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,823,955 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES | 900099 | $1,194,881 | $1,194,881 |
| CORPORATE SPONSORSHIP | 900099 | $593,775 | $593,775 |
| MISCELLANEOUS INCOME | 900099 | $72,907 | $72,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,861,563 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,559,799 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,201,867 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,823,955 | UnrelatedBusinessRevenueAmt |
| Exclusion | $728,992 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,448 | TotalAmt |
| Program Services | $86,448 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,735,451 | TotalAmt |
| Program Services | $659,471 | ProgramServicesAmt |
| Management And General | $711,535 | ManagementAndGeneralAmt |
| Fundraising | $364,445 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,574,634 | TotalAmt |
| Program Services | $12,242,693 | ProgramServicesAmt |
| Management And General | $1,748,956 | ManagementAndGeneralAmt |
| Fundraising | $582,985 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,518 | TotalAmt |
| Program Services | $197,835 | ProgramServicesAmt |
| Management And General | $28,262 | ManagementAndGeneralAmt |
| Fundraising | $9,421 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,179,033 | TotalAmt |
| Program Services | $2,670,388 | ProgramServicesAmt |
| Management And General | $381,484 | ManagementAndGeneralAmt |
| Fundraising | $127,161 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,264 | TotalAmt |
| Program Services | $1,047,701 | ProgramServicesAmt |
| Management And General | $149,672 | ManagementAndGeneralAmt |
| Fundraising | $49,891 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,228 | TotalAmt |
| Program Services | $36,312 | ProgramServicesAmt |
| Management And General | $5,187 | ManagementAndGeneralAmt |
| Fundraising | $1,729 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,700 | TotalAmt |
| Program Services | $107,268 | ProgramServicesAmt |
| Management And General | $15,324 | ManagementAndGeneralAmt |
| Fundraising | $5,108 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,700 | TotalAmt |
| Fundraising | $122,700 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,535,358 | TotalAmt |
| Program Services | $2,969,701 | ProgramServicesAmt |
| Management And General | $424,243 | ManagementAndGeneralAmt |
| Fundraising | $141,414 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,223 | TotalAmt |
| Program Services | $1,036,663 | ProgramServicesAmt |
| Management And General | $176,991 | ManagementAndGeneralAmt |
| Fundraising | $50,569 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,710,599 | TotalAmt |
| Program Services | $1,436,903 | ProgramServicesAmt |
| Management And General | $205,272 | ManagementAndGeneralAmt |
| Fundraising | $68,424 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,245,811 | TotalAmt |
| Program Services | $4,245,811 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,970 | TotalAmt |
| Program Services | $169,655 | ProgramServicesAmt |
| Management And General | $24,236 | ManagementAndGeneralAmt |
| Fundraising | $8,079 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,095 | TotalAmt |
| Program Services | $70,640 | ProgramServicesAmt |
| Management And General | $10,091 | ManagementAndGeneralAmt |
| Fundraising | $3,364 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,540 | TotalAmt |
| Program Services | $407,540 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,847,068 | TotalAmt |
| Program Services | $4,847,068 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,759 | TotalAmt |
| Program Services | $483,638 | ProgramServicesAmt |
| Management And General | $69,091 | ManagementAndGeneralAmt |
| Fundraising | $23,030 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COST OF GRANTS AND CONT | $2,796,694 | $2,796,694 | ||
| SUPPLIES | $1,213,936 | $1,019,707 | $145,672 | $48,557 |
| CUSTODIAL SERVICES | $1,183,403 | $994,059 | $142,008 | $47,336 |
| IMAX FILM FEES | $903,548 | $903,548 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,819,329 | TotalAmt |
| Program Services | $2,379,456 | ProgramServicesAmt |
| Management And General | $329,907 | ManagementAndGeneralAmt |
| Fundraising | $109,966 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,141,309 | TotalAmt |
| Program Services | $40,809,199 | ProgramServicesAmt |
| Management And General | $4,567,931 | ManagementAndGeneralAmt |
| Fundraising | $1,764,179 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,291,329 | BOYAmt |
| EOY | $1,729,725 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,909,272 | BOYAmt |
| EOY | $1,926,200 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,601 | BOYAmt |
| EOY | $1,092,112 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,660 | BOYAmt |
| EOY | $113,365 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $794,347 | BOYAmt |
| EOY | $611,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $119,789,171 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,961,217 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,694,186 | BOYAmt |
| EOY | $49,827,954 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,368,823 | BOYAmt |
| EOY | $22,007,084 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,568,232 | BOYAmt |
| EOY | $2,392,351 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,553,450 | BOYAmt |
| EOY | $79,700,162 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,836,714 | BOYAmt |
| EOY | $7,482,031 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,386,106 | BOYAmt |
| EOY | $2,463,449 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,663,065 | BOYAmt |
| EOY | $19,215,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,885,885 | BOYAmt |
| EOY | $29,161,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,046,238 | BOYAmt |
| EOY | $31,958,514 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,219,534 | BOYAmt |
| EOY | $12,353,464 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,401,793 | BOYAmt |
| EOY | $6,226,912 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,667,565 | BOYAmt |
| EOY | $50,538,890 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,553,450 | BOYAmt |
| EOY | $79,700,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$581,510 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,464,760 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$82,405 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,149,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,419,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,409,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,429,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,804,985 | CurrentTaxYearAmt |
| Total | $44,213,259 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,149,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,419,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,409,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,429,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,804,985 | CurrentTaxYearAmt |
| Total | $44,213,259 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,981,067 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,232,192 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $487,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $537,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $502,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $487,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $734,044 | CurrentTaxYearAmt |
| Total | $2,749,187 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $302,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $427,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $380,422 | CurrentTaxYearAmt |
| Total | $1,110,243 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,314,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,355,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,603,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,585,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,788,656 | CurrentTaxYearAmt |
| Total | $7,647,333 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,720,022 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $129,304,655 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,377,130 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,377,130 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $28,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $28,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Vl EOY | $298,998 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,773,026 | BeginningYearBalanceAmt |
| Contributions | $758,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$840,824 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $666,776 | OtherExpendituresAmt |
| End Year Balance | $20,023,426 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,579,132 | BeginningYearBalanceAmt |
| Contributions | $14,991 | ContributionsAmt |
| Investment Earnings Or Losses | $2,302,359 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $123,456 | OtherExpendituresAmt |
| End Year Balance | $20,773,026 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,345,419 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,355,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $126,660 | OtherExpendituresAmt |
| End Year Balance | $18,579,132 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,770,232 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$298,014 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $128,799 | OtherExpendituresAmt |
| End Year Balance | $17,345,419 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,400,300 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $491,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $128,200 | OtherExpendituresAmt |
| End Year Balance | $17,770,232 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.69000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,235 | OtherCostOrOtherBasisAmt |
| Book Value | $50,235 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,299,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,311,303 | DepreciationAmt |
| Book Value | $36,988,495 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,213,082 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,205,682 | DepreciationAmt |
| Book Value | $3,007,400 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,237,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,736,104 | DepreciationAmt |
| Book Value | $7,501,414 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,988,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,708,128 | DepreciationAmt |
| Book Value | $2,280,410 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,827,954 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $49,225,284 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,464,760 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $296,059 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,834,186 | OtherRevenueAmt |
| Revenue Not Reported | $2,665,485 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,559,799 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,559,799 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $51,367,513 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $296,059 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $3,930,145 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,226,204 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,141,309 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,141,309 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO GENERATE EARNINGS TO SUPPORT VARIOUS MISSION RELATED PROGRAMS PER INTENT OF NAMED ENDOWMENT FUND AND GENERAL ADMINISTRATION. |
| PART X, LINE 2: | THE AQUARIUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE AQUARIUM HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE AQUARIUM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE AQUARIUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS FOLLOWING THE DATE OF FILING THE RELATED RETURN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,906,591. MARINE LIFE CENTER REVENUE 10,000. GAIN ON VALUATION OF PENSION LIABILITY 259,976. NET CHANGE IN BENEFICIAL TRUST -182,881. LOSS ON VALUATION OF NON-QUALIFIED PENSION LIABILITY -159,500. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,906,591. MARINE LIFE CENTER EXPENSES 23,554. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $19,500 |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $33,291 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | $9,880 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $13,777 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $86,448 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $86,448 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| SOUTH AMERICA | RESEARCH SUPPORT FOR SOUTHERN RIGHT WHALES IN CHILE | $10,000 | WIRE TRANSFER |
| SOUTH ASIA | RESEARCH SUPPORT FOR DOLPHINS AND PORPOISES IN INDIAN WATERS | $7,500 | WIRE TRANSFER |
| CENTRAL AMERICA AND THE CARIBBEAN | SUPPLIES TO SUPPORT FIELDWORK TO STUDY SUSTAINABILITY IN DEEP-SEA FISHERIES IN BELIZE AND WESTERN HONDURAS | $9,880 | WIRE TRANSFER |
| SOUTH ASIA | SUPPLIES FOR FIELD WORK TO STUDY WHALES | $11,395 | WIRE TRANSFER |
| SOUTH AMERICA | SUPPLIES TO SUPPORT RESEARCH AND COMMUNITY BASED ACTIONS TO CONSERVE ENDANGERED PARROTFISH | $9,500 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | COMMUNITY SUPPORT FOR MARINE PROTECTED AREA FOR SHARKS | $10,000 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | SUPPLIES AND RESEARCH SUPPORT TO STUDY EDNA OF SAWFISHES IN MADAGASCAR | $9,550 | WIRE TRANSFER |
| SOUTH ASIA | SUPPORT FOR FIELD WORK TO STUDY ENDANGERED INDUS RIVER DOLPHIN | $9,846 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES PERIODIC FINANCIAL AND PROGRAMMATIC REPORTS, ALONG WITH SUPPORTING DOCUMENTS AND THE IDENTIFICATION OF PROGRAM ACHIEVEMENTS | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTSMARKETING SERVICES INC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 KING ST EAST STE 500 | AddressLine1Txt |
| City | TORONTO | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | M5A 4L5 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $265,802 | GrossReceiptsAmt |
| Retained By Contractor | $124,522 | RetainedByContractorAmt |
| Net To Organization | $141,280 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $265,802 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $124,522 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $141,280 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VERONIQUE N SPRUILL | ||||||||||||||
| PRESIDENT & CEO | $171,375 | $0 | $126,167 | $0 | $540 | $0 | $0 | $0 | $0 | $0 | $298,082 | $0 | $0 | $0 |
| P ERIC KRAUSS | ||||||||||||||
| EVP, CFO & COO | $265,562 | $0 | $100,000 | $0 | $1,404 | $0 | $7,986 | $0 | $36,560 | $0 | $411,512 | $0 | $0 | $0 |
| WILLIAM S SPITZER | ||||||||||||||
| VP LEARNING & COMMUNITY | $200,993 | $0 | $0 | $0 | $1,404 | $0 | $31,582 | $0 | $33,581 | $0 | $267,560 | $0 | $0 | $0 |
| JANE WOLFSON | ||||||||||||||
| VP MARKETING & COMM. | $197,387 | $0 | $0 | $0 | $1,188 | $0 | $8,114 | $0 | $13,124 | $0 | $219,813 | $0 | $0 | $0 |
| SCOTT D KRAUS | ||||||||||||||
| VP, SENIOR SCIENCE ADVISOR - CF SCI | $187,300 | $0 | $0 | $0 | $1,339 | $0 | $15,330 | $0 | $8,767 | $0 | $212,736 | $0 | $0 | $0 |
| MARK F SMITH | ||||||||||||||
| VP ANIMAL CARE | $177,187 | $0 | $0 | $0 | $1,307 | $0 | $5,609 | $0 | $25,009 | $0 | $209,112 | $0 | $0 | $0 |
| ANN PERRY | ||||||||||||||
| VP HUMAN RESOURCES | $153,631 | $0 | $0 | $0 | $1,138 | $0 | $23,219 | $0 | $27,209 | $0 | $205,197 | $0 | $0 | $0 |
| JOHN W MANDELMAN | ||||||||||||||
| VP ANDERSON CABOT CTR. & CHF SCI | $136,948 | $0 | $0 | $0 | $994 | $0 | $17,523 | $0 | $25,009 | $0 | $180,474 | $0 | $0 | $0 |
| ROBIN A ELKINS | ||||||||||||||
| VP DEVELOPMENT | $220,079 | $0 | $0 | $0 | $1,404 | $0 | $1,592 | $0 | $23,241 | $0 | $246,316 | $0 | $0 | $0 |
| PATRICIA WONG | ||||||||||||||
| AVP FINANCE & CONTROLLER | $132,073 | $0 | $0 | $0 | $1,010 | $0 | $17,501 | $0 | $27,601 | $0 | $178,185 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | ALL PAYMENTS MADE TO THE CEO & PRESIDENT WERE FIXED PAYMENTS IN ACCORDANCE WITH THE CONTRACT APPROVED BY THE BOARD OF TRUSTEES. THE CHIEF OPERATING & FINANCIAL OFFICER ("COO/CFO") RECEIVED PAYMENTS DURING 2018, WHICH WERE APPROVED BY THE BOARD OF TRUSTEES. THE COMPENSATION REPRESENTED PERFORMANCE BONUSES CONTINGENT UPON ACHIEVING CERTAIN GOALS SET AND APPROVED BY THE BOARD OF TRUSTEES. THE DIRECTOR OF INSTITUTIONAL GIVING RECEIVED PAYMENTS DURING 2018, WHICH REPRESENTED ADDITIONAL COMPENSATION TO FILL A VACANT DIRECTOR LEVEL POSITION ON AN INTERIM BASIS. |
| PART I, LINE 8 | IN 2018 THE NEW ENGLAND AQUARIUM HIRED A NEW CEO, WHOSE COMPENSATION WAS ESTABLISHED THROUGH AN ARMS LENGTH NEGOTIATION INFORMED BY THE FACTORS LISTED IN THE EXECUTIVE COMPENSATION REVIEW PROCESS DESCRIBED BELOW AS WELL AS THE CANDIDATE'S EXCEPTIONAL QUALIFICATIONS FOR THE POSITION. THESE QUALIFICATIONS INCLUDED EXTENSIVE EXPERIENCE AS A CEO, EXPERTISE IN PRIORITY AREAS SUCH AS PHILANTHROPY AND STRATEGIC COMMUNICATIONS, AND A NETWORK AND HISTORY OF ACCOMPLISHMENT IN THE FIELD OF OCEAN CONSERVATION. SUBSEQUENTLY, AT YEAR END 2018, THE BOARD OF TRUSTEES CONDUCTED IT'S ANNUAL PROCESS TO REVIEW THE BASE COMPENSATION AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE CEO AND THE COO/CFO. THIS PROCESS IS SUMMARIZED IN SCHEDULE O. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM ISSUE SERIES 2012 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042297514 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2012-11-01 | BondIssuedDt |
| Issue Price | $19,730,000 | IssuePriceAmt |
| Purpose | SEE SCHEDULE O | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $19,385,000 | RetiredAmt |
| Total Proceeds | $19,730,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $345,000 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: NEW ENGLAND AQUARIUM ISSUE SERIES 2012 DATE THE REBATE COMPUTATION WAS PERFORMED: 11/01/2017 |
| SCHEDULE K, PART VI | THE PURPOSE OF THIS BOND ISSUE WAS TO REFINANCE THE OUTSTANDING PRINCIPAL AMOUNT OF A LOAN MADE BY THE MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO THE ORGANIZATION FROM THE PROCEEDS OF THE AUTHORITY'S REVENUE BONDS, NEW ENGLAND AQUARIUM ISSUE SERIES 2007. A PORTION OF THE PROCEEDS OF THIS BOND ISSUE WAS ALSO USED TO PAY COSTS OF ISSUING THE BOND. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $86,905 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CONTRIBUTED ITEMS FOR AQUARIUM EVENT | 6 | $13,457 | FMV |
| Yes (X) | AQUARIUM EQUIPMENT | 1 | $3,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN PART I, COLUMN (B), REPRESENTS THE NUMBER OF CONTRIBUTIONS OF GIFTS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS BUT DOES NOT HAVE STOCKHOLDERS. MEMBERSHIP AT THE AQUARIUM PROVIDES LIMITED BENEFITS SUCH AS UNLIMITED VISITATION TO OUR EXHIBITS AND DISCOUNTS AT THE CAFE, GIFT SHOP AND IMAX THEATER FOR A PERIOD OF 1 YEAR. MEMBERSHIP IS A MEANS OF PROVIDING MUCH NEEDED FINANCIAL SUPPORT TO THE ORGANIZATION AND EXPOSING PEOPLE TO OUR MISSION. HOWEVER, MEMBERSHIP DOES NOT PROVIDE ENTITLEMENTS OR RIGHTS SUCH AS ELECTING INDIVIDUALS TO THE GOVERNING BODY, ANY INFLUENCE IN ESTABLISHING POLICIES, PROCEDURES OR MANAGERIAL ACTIONS OR AN OWNERSHIP STAKE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY MANAGEMENT AND REVIEWED BY INDEPENDENT PUBLIC ACCOUNTANTS. ONCE THE DOCUMENT IS CONSIDERED READY FOR REVIEW, COPIES (EXCLUDING SCHEDULE B) ARE DISTRIBUTED TO THE MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AT LEAST ONE WEEK PRIOR TO A PREVIOUSLY SCHEDULED MEETING TO REVIEW IT. SCHEDULE B IS NOT INCLUDED FOR REVIEW IN ORDER TO RESPECT DONOR CONFIDENTIALITY AS REQUESTED BY SEVERAL DONORS. IN ADDITION TO THE FORM 990, MANAGEMENT PREPARES AND DISTRIBUTES A SUMMARY OF KEY ELEMENTS CONTAINED IN THE FORM 990 TO FACILITATE THE REVIEW. A COPY OF FORM 990-T IS ALSO PROVIDED ALONG WITH A BREAKOUT OF THE VARIOUS BUSINESS ACTIVITIES THAT HAVE BEEN IDENTIFIED AS GENERATING UNRELATED BUSINESS INCOME. DURING THE MEETING, MANAGEMENT LEADS THE COMMITTEE THROUGH THE SUMMARY DOCUMENT, PAUSING TO ADDRESS QUESTIONS AND FACILITATE DISCUSSION AS NECESSARY. THE TAX PROFESSIONAL FROM THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM WHO REVIEWED THE DOCUMENT IS ALSO PRESENT AND PARTICIPATES IN THE REVIEW SESSION. MINUTES OF THE MEETING ARE PREPARED AND RETAINED AS A RECORD. ANY CHANGES RESULTING FROM THE REVIEW ARE INCORPORATED IN THE FORM 990 AND THE COMMITTEE CHAIR DISTRIBUTES THAT DOCUMENT (EXCLUDING SCHEDULE B, WHICH IS REDACTED TO HONOR THE REQUEST FOR CONFIDENTIALITY OF SEVERAL DONORS) TO THE FULL BOARD OF TRUSTEES WITH HIS/HER COMMENTS BEFORE IT IS FILED. THE FULL BOARD IS TYPICALLY GIVEN A WEEK TO TEN DAYS TO COMMENT PRIOR TO IT BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY, ALONG WITH A CERTIFICATION AND DESCRIPTION PAGE, TO OFFICERS, TRUSTEES AND SELECT MIDDLE MANAGEMENT EMPLOYEES. THEY ARE TO COMPLETE AND RETURN THE CERTIFICATION THAT THEY DO NOT HAVE ANY CONFLICT OF INTEREST OR DISCLOSE WHAT CONFLICTS THEY MAY HAVE. MANAGEMENT MONITORS THE RECEIPT OF THESE CERTIFICATIONS TO ENSURE THAT ALL ARE RETURNED AND MAINTAINED ON FILE. CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED AND A DETERMINATION IS MADE ON WHAT ACTION, IF ANY, MUST BE TAKEN TO PRESERVE GENERALLY ACCEPTED GOVERNING PRINCIPLES AND AVOID REAL AND/OR PERCEIVED CONFLICTS WHEN THE INDIVIDUAL IS EXPECTED TO VOTE OR MAKE A BUSINESS DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2018 THE NEW ENGLAND AQUARIUM HIRED A NEW CEO, WHOSE COMPENSATION WAS ESTABLISHED THROUGH AN ARMS LENGTH NEGOTIATION INFORMED BY THE FACTORS LISTED IN THE EXECUTIVE COMPENSATION REVIEW PROCESS DESCRIBED BELOW AS WELL AS THE CANDIDATE'S EXCEPTIONAL QUALIFICATIONS FOR THE POSITION. THESE QUALIFICATIONS INCLUDED EXTENSIVE EXPERIENCE AS A CEO, EXPERTISE IN PRIORITY AREAS SUCH AS PHILANTHROPY AND STRATEGIC COMMUNICATIONS, AND A NETWORK AND HISTORY OF ACCOMPLISHMENT IN THE FIELD OF OCEAN CONSERVATION. SUBSEQUENTLY, AT YEAR END 2018, THE BOARD OF TRUSTEES CONDUCTED IT'S ANNUAL PROCESS TO REVIEW THE BASE COMPENSATION AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE CEO AND THE COO/CFO. THIS PROCESS IS SUMMARIZED BELOW. THE CHAIR OF THE BOARD OF TRUSTEES ANNUALLY APPOINTS A COMPENSATION COMMITTEE TO REVIEW AND MAKE RECOMMENDATIONS TO THE BOARD OF TRUSTEES CONCERNING THE BASE COMPENSATION AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE CEO AND COO/CFO. THE BOARD OF TRUSTEES (OR, PURSUANT TO DELEGATED AUTHORITY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, IF THE DECISIONS ARE MADE BETWEEN MEETINGS OF THE FULL BOARD OF TRUSTEES) THEN REVIEWS AND MAKES FINAL DETERMINATIONS ON SALARY AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE CEO AND COO/CFO. THE BOARD OF TRUSTEES ALSO REVIEWS AND APPROVES ANY MAJOR CHANGES IN THE BENEFIT PLANS THAT ARE APPLICABLE TO THE CEO AND COO/CFO. THE BOARD OF TRUSTEES TAKES INTO CONSIDERATION THE CEO'S EVALUATION OF THE COO/CFO'S PERFORMANCE IN DETERMINING THE SALARY AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE COO/CFO. IT IS THE ORGANIZATION'S POLICY TO PROVIDE DIRECT COMPENSATION PROGRAMS AND POTENTIAL EARNING OPPORTUNITIES WHICH REFLECT THE RELATIVE SIZE AND PERFORMANCE OF THE ORGANIZATION IN THE INDUSTRY SEGMENT OF WHICH IT IS A PART AND WHICH ACCOMPLISH THE ORGANIZATION'S MISSION AND TAX-EXEMPT PURPOSE WITHOUT CAUSING ANY PART OF THE ORGANIZATION'S NET EARNINGS TO INURE TO THE PRIVATE BENEFIT OF AN INDIVIDUAL. SIMULTANEOUSLY, THE POLICY SUPPORTS THE CHALLENGES FACED BY THE ORGANIZATION BY PROVIDING INCREASED PAY-FOR-PERFORMANCE OPPORTUNITIES TO THE CEO AND COO/CFO. THE COMPENSATION COMMITTEE CARRIES OUT THIS POLICY ON AN ANNUAL BASIS OR AS A NEED ARISES. THE COMMITTEE IS PROVIDED THE FOLLOWING INFORMATION BY THE VICE PRESIDENT OF HUMAN RESOURCES OF THE ORGANIZATION: -RELEVANT LOCAL MARKET COMPENSATION DATA FOR THE CEO AND COO/CFO FROM PUBLISHED SURVEYS OF OTHER ORGANIZATIONS. -FORM 990 COMPENSATION DATA FOR THE RELEVANT POSITIONS AT OTHER TAX-EXEMPT ORGANIZATIONS OF COMPARABLE SIZE AND COMPLEXITY BOTH WITHIN AND OUTSIDE THE CULTURAL INSTITUTIONAL SEGMENT. -COMPENSATION DATA OF CEOS AND COO/CFOS OBTAINED THROUGH A NATIONAL NETWORK OF AQUARIA HUMAN RESOURCE PROFESSIONALS. -COMPENSATION DATA OF CEOS AND COO/CFOS OBTAINED THROUGH A LOCAL NETWORK OF CULTURAL INSTITUTION HUMAN RESOURCE PROFESSIONALS. THE COMPENSATION COMMITTEE REVIEWS THE INFORMATION PROVIDED AND VOTES TO: SET BASE SALARY, ANNUAL BONUS AWARDS AND BONUS PERFORMANCE CRITERIA, IN LIGHT OF MARKET DATA AND THE CEO'S AND COO/CFO'S BACKGROUND, EXPERIENCE, SKILLS, AND JOB PERFORMANCE. THE COMPENSATION COMMITTEE THEN RECOMMENDS WHAT IT HAS APPROVED TO THE BOARD OF TRUSTEES (OR THE EXECUTIVE COMMITTEE ACTING ON BEHALF OF THE BOARD OF TRUSTEES) FOR FINAL REVIEW AND APPROVAL. THE 2018 BASE SALARY AND BONUS OPPORTUNITIES FOR THE COO/CFO WERE DETERMINED BY THE BOARD OF TRUSTEES (OR, PURSUANT TO DELEGATED AUTHORITY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES.) BASED ON RECOMMENDATIONS BY THE CEO. THE 2018 BASE SALARY AND BONUS OPPORTUNITIES FOR THE CEO WERE DETERMINED BY THE BOARD OF TRUSTEES (OR, PURSUANT TO DELEGATED AUTHORITY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES.) |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC BY REQUESTING THEM IN WRITING OR IN PERSON TO NEW ENGLAND AQUARIUM, CENTRAL WHARF, BOSTON, MA 02110. THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AS WELL AS UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN ON VALUATION OF PENSION LIABILITY 259,976. LOSS ON VALUATION OF NON-QUALIFIED PENSION LIABILITY -159,500. NET CHANGE IN BENEFICIAL TRUST -182,881. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM MARINE LIFE CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MILK STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223334951 | EIN |
| Primary Activities | ESTABLISH & MAINTAIN A CTR FOR THE RESCUE, TREATMENT & REHAB OF MARINE ANIM | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |