MONTEREY BAY AQUARIUM FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: MONTEREY BAY AQUARIUM FOUNDATION (EIN 94-2487469)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202533179349304758
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T11:21:16-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941254756	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HOOD & STRONG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2580 N 1ST ST STE 460	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95131	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	942487469	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTEREY BAY AQUARIUM FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MONT	BusinessNameControlTxt
Phone	8316484800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	886 CANNERY ROW	AddressLine1Txt
City	MONTEREY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93940	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANN MARIE NEMANICH	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	8316484800	PhoneNum
Signature	2025-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MAGA E KISRIEV	PreparerPersonNm
PTIN	P01008919	PTIN
Phone	4089988400	PhoneNum
Preparation	2025-11-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JULIE PACKARD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	886 CANNERY ROW	AddressLine1Txt
City	MONTEREY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93940	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,048,853,755	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MONTEREYBAYAQUARIUM.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1978	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO INSPIRE OCEAN CONSERVATION AND ADVOCATE FOR THE OCEAN AND ITS WILDLIFE.	ActivityOrMissionDesc
Voting Members Governing Body	18	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	658	TotalEmployeeCnt
Total Volunteers	1213	TotalVolunteersCnt
Total Gross UBI	$834,117	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$283,050	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$70,908,550	PYContributionsGrantsAmt
CY Contributions Grants	$105,608,470	CYContributionsGrantsAmt
PY Program Service Revenue	$70,441,774	PYProgramServiceRevenueAmt
CY Program Service Revenue	$74,298,102	CYProgramServiceRevenueAmt
PY Investment Income	$13,683,172	PYInvestmentIncomeAmt
CY Investment Income	$26,431,211	CYInvestmentIncomeAmt
PY Other Revenue	$872,401	PYOtherRevenueAmt
CY Other Revenue	$1,797,868	CYOtherRevenueAmt
PY Total Revenue	$155,905,897	PYTotalRevenueAmt
CY Total Revenue	$208,135,651	CYTotalRevenueAmt
PY Grants And Similar Paid	$733,951	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$270,148	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$56,132,278	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$64,762,064	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$132,349	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$193,037	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,330,757	CYTotalFundraisingExpenseAmt
PY Other Expenses	$51,772,274	PYOtherExpensesAmt
CY Other Expenses	$58,301,664	CYOtherExpensesAmt
PY Total Expenses	$108,770,852	PYTotalExpensesAmt
CY Total Expenses	$123,526,913	CYTotalExpensesAmt
PY Revenues Less Expenses	$47,135,045	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$84,608,738	CYRevenuesLessExpensesAmt
Total Assets BOY	$739,524,414	TotalAssetsBOYAmt
Total Assets EOY	$837,664,477	TotalAssetsEOYAmt
Total Liabilities BOY	$24,319,238	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$23,191,407	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$715,205,176	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$814,473,070	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF THE MONTEREY BAY AQUARIUM IS TO INSPIRE CONSERVATION OF THE OCEAN. MILLIONS OF PEOPLE WORLDWIDE DRAW INSPIRATION FROM THE AQUARIUM AND LOOK TO US TO ADVOCATE FOR THE OCEAN AND ITS WILDLIFE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$77,717,140	ExpenseAmt
Grant	$75,209	GrantAmt
Revenue	$74,443,503	RevenueAmt
Desc	ANIMAL CARE AND AQUARIUM EXPERIENCESEE SCHEDULE O FOR FULL DESCRIPTION	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$8,734,219	ExpenseAmt
Grant	$111,148	GrantAmt
Revenue	$6,000	RevenueAmt
Desc	EDUCATION AND OUTREACHSEE SCHEDULE O FOR FULL DESCRIPTION	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$14,047,417	ExpenseAmt
Grant	$83,791	GrantAmt
Revenue	$637,760	RevenueAmt
Desc	CONSERVATION AND SCIENCESEE SCHEDULE O FOR FULL DESCRIPTION	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$100,498,776	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	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	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	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
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 With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
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	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	216	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	658	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	18	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	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	Yes (1)	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	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANN MARIE NEMANICH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8316484800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	886 CANNERY ROW	AddressLine1Txt
City	MONTEREY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93940	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
TEGAN ACTON
BOARD CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
CAROLINE GETTY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MRC GREENWOOD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MIKE GUPTA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BEN JEALOUS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ERIC JENSEN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MICHAEL MANTELL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARTHA MARTINEZ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
STEPHEN NEAL
TRUSTEE (THRU MAY 24)	1.00	Yes (X)		$0	$0	$0
SUSAN ORR
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CHRIS SCHOLIN
EX-OFFICIO TRUSTEE	1.00	Yes (X)		$0	$0	$0
GREG SILVERMAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LOUISE STEPHENS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARK WAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LISA WHITE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
GIDEON YU
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ALISHA JOHNSON WILDER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ANNELIESE OLSON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JULIE PACKARD
VICE CHAIR & EXECUTIVE DIRECTOR	28.00	Yes (X)	Yes (X)	$417,615	$0	$53,031
BARBARA WRIGHT
SECRETARY	1.00		Yes (X)	$0	$0	$0
BRADLEY RUTHERFORD
EXEC VP AND DEPUTY DIRECTOR	40.00		Yes (X)	$412,221	$0	$56,615
ANN MARIE NEMANICH
CHIEF FINANCIAL OFFICER	40.00		Yes (X)	$308,983	$0	$45,107
ROBERT YOUNG
VP OF FINANCE (THRU 8/30/24)	40.00		Yes (X)	$116,193	$0	$30,974
KARIN KIESSLING
ASSIST SECRETARY (BOD)	40.00		Yes (X)	$122,756	$0	$22,983
ARMANDO VIDAL ARATA
ASSIST SECRETARY (BOD)	40.00		Yes (X)	$88,645	$0	$21,371
CHRISTINA FEKECI
CHIEF DEVELOPMENT OFFICER	40.00			$423,464	$0	$50,603	Yes (X)
DANA ALLEN-GREIL
CHIEF MARKETING OFFICER	40.00			$272,627	$0	$67,557	Yes (X)
MARGARET SPRING
CHIEF CONSERVATION & SCI OFFICER	40.00			$265,929	$0	$55,799	Yes (X)
JON HOECH
VP OF ANIMAL CARE	40.00			$231,559	$0	$46,702	Yes (X)
MARY-BETH REDMOND-JONES
VP OF EXHIBS/FACS (THRU 11/21/24)	40.00			$215,395	$0	$23,222	Yes (X)
FERNANDA SAMPAIO
VP OF MARKETING	40.00			$206,735	$0	$26,344	Yes (X)
MARIA HEMMESCH
VP OF PEOPLE & CULTURE	40.00			$202,931	$0	$59,485	Yes (X)
NICOLE SANCHEZ
CHIEF PEOPLE & CULTURE OFFICER	40.00			$153,836	$0	$17,458	Yes (X)
PAULINE PARRISH
CONTROLLER	40.00			$217,754	$0	$35,895		Yes (X)
JENNIFER DIANTO KEMMERLY
VP OF GLOBAL OCEAN CONSERVATION	40.00			$233,244	$0	$39,604		Yes (X)
AIMEE DAVID
VP US & CA OCEAN CONSERVATION	40.00			$212,803	$0	$35,532		Yes (X)
ANN DABOVICH
VP OF GIFT PLANNING	40.00			$205,624	$0	$32,942		Yes (X)
SOO DEAN
VP MEMBER & DONOR RELATIONS	40.00			$189,903	$0	$60,401		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,498,217	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$781,625	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	145	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
FRANK M BOOTH INC
4200 DOUGLAS BLVD	GRANITE BAY	CA	95746	CONSTRUCTION	$7,412,026
BLACH CONSTRUCTION COMPANY
2244 BLACH PLACE SUITE 100	SAN JOSE	CA	95131	CONSTRUCTION	$5,764,401
SERVICE SYSTEMS ASSOCIATES INC
4624 CENTRAL PARK BLVD SUITE 100	DENVER	CO	80238	RETAIL AND CULINARY SERVICE	$4,438,176
IMPACTS EXPERIENCE
207 E OHIO ST STE 407	CHICAGO	IL	60611	ADVERTISING	$4,047,976
POWER ENGINEERING CONSTRUCTION CO
1501 VIKING STREET STE 200	ALAMEDA	CA	94501	CONSTRUCTION	$3,139,325

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	84	CntrctRcvdGreaterThan100KCnt
Membership Dues	$13,514,139	MembershipDuesAmt
Government Grants	$4,111,183	GovernmentGrantsAmt
All Other Contributions	$87,983,148	AllOtherContributionsAmt
Noncash Contributions	$1,228,891	NoncashContributionsAmt
Total Contributions	$105,608,470	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION FEES	712130	$66,684,055	$66,684,055
TOURS, EVENTS, OTHER	712130	$7,614,047	$7,614,047

Field	Value	IRS element (for citing)
Total Program Service Revenue	$74,298,102	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,554,798	TotalRevenueColumnAmt
Unrelated Business Revenue	$171,176	UnrelatedBusinessRevenueAmt
Exclusion	$12,383,622	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,406,203	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,060,437	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$345,766	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$345,766	TotalRevenueColumnAmt
Exclusion	$345,766	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$853,534,080	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$839,657,667	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$13,876,413	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,876,413	TotalRevenueColumnAmt
Exclusion	$13,876,413	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
PARKING REVENUE	812930	$697,951	$35,010	$662,941
LICENSING REVENUE	900099	$510,833	$510,833
OTHER EARNED REVENUE	900099	$243,318	$243,318

Field	Value	IRS element (for citing)
Other Revenue Total	$1,452,102	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$208,135,651	TotalRevenueColumnAmt
Related Or Exempt Func Income	$75,087,263	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$834,117	UnrelatedBusinessRevenueAmt
Exclusion	$26,605,801	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$22,289	TotalAmt
Program Services	$22,289	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$167,409	TotalAmt
Program Services	$167,409	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$80,450	TotalAmt
Program Services	$80,450	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,016,137	TotalAmt
Program Services	$2,020,948	ProgramServicesAmt
Management And General	$1,380,110	ManagementAndGeneralAmt
Fundraising	$615,079	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$46,446,714	TotalAmt
Program Services	$38,971,351	ProgramServicesAmt
Management And General	$4,564,227	ManagementAndGeneralAmt
Fundraising	$2,911,136	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,239,041	TotalAmt
Program Services	$2,734,129	ProgramServicesAmt
Management And General	$277,529	ManagementAndGeneralAmt
Fundraising	$227,383	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$7,446,889	TotalAmt
Program Services	$6,180,320	ProgramServicesAmt
Management And General	$777,494	ManagementAndGeneralAmt
Fundraising	$489,075	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,613,283	TotalAmt
Program Services	$2,989,126	ProgramServicesAmt
Management And General	$395,399	ManagementAndGeneralAmt
Fundraising	$228,758	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$345,234	TotalAmt
Management And General	$314,452	ManagementAndGeneralAmt
Fundraising	$30,782	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$217,388	TotalAmt
Management And General	$217,388	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$233,661	TotalAmt
Program Services	$233,661	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$193,037	TotalAmt
Fundraising	$193,037	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,416,986	TotalAmt
Management And General	$1,416,986	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$11,297,941	TotalAmt
Program Services	$8,828,617	ProgramServicesAmt
Management And General	$947,750	ManagementAndGeneralAmt
Fundraising	$1,521,574	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$8,011,019	TotalAmt
Program Services	$8,007,597	ProgramServicesAmt
Management And General	$3,422	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,936,563	TotalAmt
Program Services	$2,460,283	ProgramServicesAmt
Management And General	$61,944	ManagementAndGeneralAmt
Fundraising	$414,336	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$6,867,214	TotalAmt
Program Services	$6,218,053	ProgramServicesAmt
Management And General	$603,695	ManagementAndGeneralAmt
Fundraising	$45,466	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$72,940	TotalAmt
Program Services	$68,649	ProgramServicesAmt
Management And General	$4,291	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$9,826,924	TotalAmt
Program Services	$8,225,839	ProgramServicesAmt
Management And General	$1,132,477	ManagementAndGeneralAmt
Fundraising	$468,608	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,276,859	TotalAmt
Program Services	$1,158,951	ProgramServicesAmt
Management And General	$99,244	ManagementAndGeneralAmt
Fundraising	$18,664	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,315,930	TotalAmt
Program Services	$669,859	ProgramServicesAmt
Management And General	$526,914	ManagementAndGeneralAmt
Fundraising	$119,157	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,298,996	TotalAmt
Program Services	$9,696,394	ProgramServicesAmt
Management And General	$2,582,777	ManagementAndGeneralAmt
Fundraising	$19,825	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,156,154	TotalAmt
Program Services	$1,061,916	ProgramServicesAmt
Management And General	$87,233	ManagementAndGeneralAmt
Fundraising	$7,005	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
VEHICLE AND VESSEL OPER	$587,704	$431,182	$156,500	$22
SPONSORSHIPS & GIFTS	$440,151	$271,753	$147,548	$20,850

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$123,526,913	TotalAmt
Program Services	$100,498,776	ProgramServicesAmt
Management And General	$15,697,380	ManagementAndGeneralAmt
Fundraising	$7,330,757	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$11,267,067	BOYAmt
EOY	$5,576,842	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$55,987,009	BOYAmt
EOY	$46,734,424	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$21,631,281	BOYAmt
EOY	$59,554,773	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,782,786	BOYAmt
EOY	$2,840,152	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,260,191	BOYAmt
EOY	$2,625,717	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$431,808,066	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$226,522,329	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$191,386,461	BOYAmt
EOY	$205,285,737	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$335,057,007	BOYAmt
EOY	$269,350,359	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$113,188,757	BOYAmt
EOY	$242,193,955	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,963,855	BOYAmt
EOY	$3,502,518	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$739,524,414	BOYAmt
EOY	$837,664,477	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$15,335,864	BOYAmt
EOY	$14,631,812	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$8,837,495	BOYAmt
EOY	$8,444,918	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$145,879	BOYAmt
EOY	$114,677	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$24,319,238	BOYAmt
EOY	$23,191,407	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$626,057,048	BOYAmt
EOY	$674,733,614	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$89,148,128	BOYAmt
EOY	$139,739,456	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$715,205,176	BOYAmt
EOY	$814,473,070	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$739,524,414	BOYAmt
EOY	$837,664,477	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$84,608,738	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$14,396,991	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$262,165	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

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	$67,321,983	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$60,269,366	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,111,538	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$70,908,550	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,608,470	CurrentTaxYearAmt
Total	$369,219,907	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$67,321,983	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$60,269,366	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,111,538	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$70,908,550	CurrentTaxYearMinus1YearAmt
Current Tax Year	$105,608,470	CurrentTaxYearAmt
Total	$369,219,907	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$87,912,399	SubstantialContributorsTotAmt
Public Support Total170	$281,307,508	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,485,246	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$681,088	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,059,100	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$13,221,408	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,789,825	CurrentTaxYearAmt
Total	$33,236,667	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$110,732	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,936	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$552	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$40,704	CurrentTaxYearMinus1YearAmt
Current Tax Year	$283,050	CurrentTaxYearAmt
Total	$450,974	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$35,128	CurrentTaxYearMinus1YearAmt
Total	$35,128	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$402,942,676	TotalSupportAmt
Gross Receipts Rltd Activities	$250,866,337	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.69810	PublicSupportCY170Pct
Public Support PY170	0.78010	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,027	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$248,396	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$249,423	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$121,667,467	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$121,916,890	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	$134,425	CurrentYearMinus3Amt
Current Year Minus2	$239,889	CurrentYearMinus2Amt
Current Year Minus1	$227,515	CurrentYearMinus1Amt
Current Year	$249,423	CurrentYearAmt
Total	$851,252	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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year	$1,027	CurrentYearAmt
Total	$1,027	TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$354,664,757	BeginningYearBalanceAmt
Contributions	$1,803,000	ContributionsAmt
Investment Earnings Or Losses	$31,170,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$12,038,000	OtherExpendituresAmt
End Year Balance	$375,599,757	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$291,763,757	BeginningYearBalanceAmt
Contributions	$5,292,000	ContributionsAmt
Investment Earnings Or Losses	$28,882,000	InvestmentEarningsOrLossesAmt
Other Expenditures	-$28,727,000	OtherExpendituresAmt
End Year Balance	$354,664,757	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$334,361,757	BeginningYearBalanceAmt
Contributions	$3,768,000	ContributionsAmt
Investment Earnings Or Losses	-$35,661,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$10,705,000	OtherExpendituresAmt
End Year Balance	$291,763,757	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$293,525,757	BeginningYearBalanceAmt
Contributions	$3,266,000	ContributionsAmt
Investment Earnings Or Losses	$47,351,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,781,000	OtherExpendituresAmt
End Year Balance	$334,361,757	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$267,572,483	BeginningYearBalanceAmt
Contributions	$3,869,666	ContributionsAmt
Investment Earnings Or Losses	$31,483,608	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,400,000	OtherExpendituresAmt
End Year Balance	$293,525,757	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.85660	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.09689	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.04651	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$39,748,397	OtherCostOrOtherBasisAmt
Book Value	$39,748,397	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$257,403,048	OtherCostOrOtherBasisAmt
Depreciation	$135,389,172	DepreciationAmt
Book Value	$122,013,876	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$45,458,226	OtherCostOrOtherBasisAmt
Depreciation	$36,479,185	DepreciationAmt
Book Value	$8,979,041	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$89,198,395	OtherCostOrOtherBasisAmt
Depreciation	$54,653,972	DepreciationAmt
Book Value	$34,544,423	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$205,285,737	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	ALTERNATIVE INVESTMENTS	Desc
Book Value	$242,193,955	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$242,193,955	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
GIFT ANNUITY PAYMENT LIABILITY	$47,874
SECURITY DEPOSITS FROM TENANTS	$66,803

Field	Value	IRS element (for citing)
Total Liability	$114,677	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$226,473,255	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$14,396,992	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$454,060	DonatedServicesAndUseFcltsAmt
Other Revenue	$262,165	OtherRevenueAmt
Revenue Not Reported	$15,113,217	RevenueNotReportedAmt
Revenue Subtotal	$211,360,038	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,416,986	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$4,641,373	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$3,224,387	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$208,135,651	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$127,205,361	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$454,060	DonatedServicesUseFcltsAmt
Other Expenses Included	$4,641,374	OtherExpensesIncludedAmt
Expenses Not Reported	$5,095,434	ExpensesNotReportedAmt
Expenses Subtotal	$122,109,927	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,416,986	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$1,416,986	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$123,526,913	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE EARNINGS OF THE AQUARIUM'S ENDOWMENT FUNDS SUPPORT EDUCATION AND CONSERVATION PROGRAMS AND THE MISSION OF THE AQUARIUM. THE EARNINGS OF THE AQUARIUM'S ENDOWMENT FUNDS PROVIDE FREE PROGRAMS TO SCHOOL CHILDREN, SUPPORT EDUCATION AND CONSERVATION PROGRAMS, AND THE MISSION OF THE AQUARIUM.
PART X, LINE 2:	THE MONTEREY BAY AQUARIUM FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, HOWEVER, IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE AQUARIUM IS ALSO EXEMPT FROM CALIFORNIA STATE FRANCHISE TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF DECEMBER 31, 2024, MANAGEMENT EVALUATED THE AQUARIUM'S TAX POSITIONS AND CONCLUDED THAT THE AQUARIUM HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN INTEREST IN CHARITABLE TRUSTS 324,330. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -62,165.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	RENTAL EXPENSES -1,060,437. COST OF SALES -3,580,936.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	RENTAL EXPENSES 1,060,437. COST OF SALES 3,580,937.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
EUROPE (INCLUDING ICELAND & GREENLAND)	0	INVESTMENTS	$20,427,921
EUROPE (INCLUDING ICELAND & GREENLAND)	0	PROGRAM SERVICES	$53,990	CONERENCES/FELLOWS
EUROPE (INCLUDING ICELAND & GREENLAND)	0	GRANTS	$5,450
CENTRAL AMERICA AND THE CARIBBEAN	0	INVESTMENTS	$120,369,734
CENTRAL AMERICA AND THE CARIBBEAN	0	PROGRAM SERVICES	$771	CONERENCES/FELLOWS
EAST ASIA AND THE PACIFIC	7	PROGRAM SERVICES	$428,677	CONERENCES/FELLOWS, SEAFOOD WATCH
EAST ASIA AND THE PACIFIC	7	GRANTS	$35,000
NORTH AMERICA	0	PROGRAM SERVICES	$77,400	CONERENCES/FELLOWS
NORTH AMERICA	0	GRANTS	$33,000
SOUTH AMERICA	0	PROGRAM SERVICES	$1,183	CONERENCES/FELLOWS
SOUTH AMERICA	0	GRANTS	$7,000
SOUTH ASIA	5	PROGRAM SERVICES	$211,500	SEAFOOD WATCH

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	7	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	5	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	12	TotalEmployeeCnt
Subtotal Spent	$141,398,943	SubtotalSpentAmt
Continuation Spent	$252,683	ContinuationSpentAmt
Total Spent	$141,651,626	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt
EAST ASIA AND THE PACIFIC	BUILD BRIDGE	$35,000	WIRE TRANSFER	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	TRAVEL COSTS TO INTERGOVERNMENTAL NEGOTIATING COMMITTEE	$5,450	WIRE TRANSFER	$0
SOUTH AMERICA	TRAVEL TO CONFERENCE	$7,000	WIRE TRANSFER	$0

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	3	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

Field	Value	IRS element (for citing)
Type Of Assistance	TO SUPPORT PARTICIPATION IN THE CAPTIVE AND FIELD RESEARCH ON MHI SYMPOSIUM	TypeOfAssistanceTxt
Region	NORTH AMERICA	RegionTxt
Recipient	2	RecipientCnt
Cash Grant	$33,000	CashGrantAmt
Manner Of Cash Disbursement	WIRE TRANSFER	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	THE AQUARIUM REQUIRES POTENTIAL GRANT RECIPIENTS TO SUBMIT FORMAL APPLICATIONS WHICH ARE REVIEWED BY THE PROGRAM MANAGER FOR CONSISTENCY WITH THE AQUARIUM'S MISSION AND COMPLIANCE WITH THE ANNUAL BUDGET. FURTHERMORE, THE AQUARIUM REQUIRES A WRITTEN REPORT FROM THE GRANTEE PROVIDING DETAIL ABOUT HOW FUNDS WERE USED TO ACCOMPLISH THE GRANT OBJECTIVES. REPORTS ARE REVIEWED BY THE PROGRAM MANAGER FOR COMPLIANCE WITH GRANT CONDITIONS.
PART I, LINE 3:	THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING FOR EXPENDITURE REPORTING.
PART II, LINE 1 ACCOUNTING METHOD:	THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING FOR GRANT AND ASSISTANCE REPORTING.
PART III ACCOUNTING METHOD:	THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING FOR GRANT AND ASSISTANCE REPORTING.

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
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
SD&A TELESERVICES
5757 WEST CENTURY BLVD STE 300	LOS ANGELES	CA	90045	TELEMARKETING	0	$198,695	$33,697	$164,998
FELDSTEINCO LLC
611 ROCKLAND RD STE 101	LAKE BLUFF	IL	60044	CONSULTING/MARKETING	0	$0	$159,340	-$159,340

Field	Value	IRS element (for citing)
Total Gross Receipts	$198,695	TotalGrossReceiptsAmt
Total Retained By Contractors	$193,037	TotalRetainedByContractorsAmt
Total Net To Organization	$5,658	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
GRANTS - FOR TRAVEL TO CONFERENCES	7	$19,026
GRANTS - SPECIMEN COLLECTING	1	$12,000
SCHOLARSHIPS	8	$103,236
STIPENDS	101	$33,147

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE AQUARIUM REQUIRES POTENTIAL GRANT RECIPIENTS TO SUBMIT FORMAL APPLICATIONS WHICH ARE REVIEWED BY THE PROGRAM MANAGER FOR CONSISTENCY WITH THE AQUARIUM'S MISSION AND COMPLIANCE WITH THE ANNUAL BUDGET. FURTHERMORE, THE AQUARIUM REQUIRES A WRITTEN REPORT FROM THE GRANTEE PROVIDING DETAIL ABOUT HOW FUNDS WERE USED TO ACCOMPLISH THE GRANT OBJECTIVES. REPORTS ARE REVIEWED BY THE PROGRAM MANAGER FOR COMPLIANCE WITH GRANT CONDITIONS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
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	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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
CHRISTINA FEKECI
CHIEF DEVELOPMENT OFFICER	$391,001	$0	$28,000	$0	$4,463	$0	$35,378	$0	$15,225	$0	$474,067	$0	$0	$0
JULIE PACKARD
VICE CHAIR & EXECUTIVE DIRECTOR	$412,989	$0	$1,500	$0	$3,126	$0	$37,311	$0	$15,720	$0	$470,646	$0	$0	$0
BRADLEY RUTHERFORD
EXEC VP AND DEPUTY DIRECTOR	$379,589	$0	$3,000	$0	$29,632	$0	$20,769	$0	$35,846	$0	$468,836	$0	$0	$0
ANN MARIE NEMANICH
CHIEF FINANCIAL OFFICER	$303,571	$0	$3,000	$0	$2,412	$0	$27,674	$0	$17,433	$0	$354,090	$0	$0	$0
DANA ALLEN-GREIL
CHIEF MARKETING OFFICER	$269,051	$0	$3,000	$0	$576	$0	$25,276	$0	$42,281	$0	$340,184	$0	$0	$0
MARGARET SPRING
CHIEF CONSERVATION & SCI OFFICER	$260,540	$0	$3,000	$0	$2,389	$0	$24,445	$0	$31,354	$0	$321,728	$0	$0	$0
JON HOECH
VP OF ANIMAL CARE	$225,889	$0	$3,000	$0	$2,670	$0	$20,852	$0	$25,850	$0	$278,261	$0	$0	$0
JENNIFER DIANTO KEMMERLY
VP OF GLOBAL OCEAN CONSERVATION	$229,388	$0	$3,000	$0	$856	$0	$21,169	$0	$18,435	$0	$272,848	$0	$0	$0
MARIA HEMMESCH
VP OF PEOPLE & CULTURE	$195,793	$0	$6,000	$0	$1,138	$0	$18,694	$0	$40,791	$0	$262,416	$0	$0	$0
PAULINE PARRISH
CONTROLLER	$212,565	$0	$3,000	$0	$2,189	$0	$19,379	$0	$16,516	$0	$253,649	$0	$0	$0
SOO DEAN
VP MEMBER & DONOR RELATIONS	$185,345	$0	$4,000	$0	$558	$0	$17,812	$0	$42,589	$0	$250,304	$0	$0	$0
AIMEE DAVID
VP US & CA OCEAN CONSERVATION	$209,239	$0	$3,000	$0	$564	$0	$19,182	$0	$16,350	$0	$248,335	$0	$0	$0
MARY-BETH REDMOND-JONES
VP OF EXHIBS/FACS (THRU 11/21/24)	$214,100	$0	$0	$0	$1,295	$0	$19,217	$0	$4,005	$0	$238,617	$0	$0	$0
ANN DABOVICH
VP OF GIFT PLANNING	$198,168	$0	$3,000	$0	$4,456	$0	$17,789	$0	$15,153	$0	$238,566	$0	$0	$0
FERNANDA SAMPAIO
VP OF MARKETING	$203,423	$0	$3,000	$0	$312	$0	$11,632	$0	$14,712	$0	$233,079	$0	$0	$0
NICOLE SANCHEZ
CHIEF PEOPLE & CULTURE OFFICER	$150,517	$0	$3,000	$0	$319	$0	$0	$0	$17,458	$0	$171,294	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

ATTRACTION TICKETS AND GIFT CERTIFICATES WERE PROVIDED TO THE ASSISTANT SECRETARY, THE VP OF ANIMAL CARE, AND THE VP OF GIFT PLANNING. THE AQUARIUM GROSSES UP THE FAIR MARKET VALUE OF THESE ITEMS TO COVER THE EMPLOYEES' TAXES. SUCH ITEMS WERE TREATED AS TAXABLE INCOME ON THE EMPLOYEE'S FORM W-2 AND REPORTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN B (III) AND FORM 990, PART VII, SECTION A, COLUMN D. AS PART OF THE AQUARIUM'S WELLNESS PROGRAM, ALL EMPLOYEES (INCLUDING THE LISTED EMPLOYEES IN FORM 990, PART VII, SECTION A) ARE ELIGIBLE TO RECEIVE A SUBSIDY FOR FITNESS CENTER DUES IF THE EMPLOYEE MEETS CERTAIN WELLNESS PROGRAM REQUIREMENTS. SINCE THIS TYPE OF SUBSIDY IS CONSIDERED A TAXABLE FRINGE BENEFIT, THE AQUARIUM GROSSES UP THESE SUBSIDIES TO COVER THE EMPLOYEE'S TAXES. SUCH PAYMENTS WERE TREATED AS TAXABLE INCOME ON THE EMPLOYEE'S W-2 AND REPORTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN B (III) AND FORM 990, PART VII, SECTION A, COLUMN D. THE EXECUTIVE VP AND DEPUTY DIRECTOR, RECEIVED TRAVEL FOR COMPANIONS AND A HOUSING ALLOWANCE IN 2024. THESE PAYMENTS WERE IN CONNECTION WITH HIS RECRUITMENT, OFFER OF EMPLOYMENT, AND RELOCATION TO MONTEREY. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, COLUMN B (III) AND FORM 990, PART VII, SECTION A, COLUMN D.

PART I, LINE 7

CERTAIN OFFICERS AND EMPLOYEES WERE AWARDED BONUSES AS PART OF AN ORGANIZATION BONUS BASED ON POSITIVE FINANCIAL RESULTS. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION AND REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN B (II) AND FORM 990, PART VII, SECTION A, COLUMN D.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	111	ContributionCnt
Noncash Contributions Rpt F990	$1,209,466	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$18,945	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	OTHER	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$480	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	SECURITIES - PUBLICLY TRADED SECURITIES - NUMBER OF CONTRIBUTIONS FOOD INVENTORY - NUMBER OF ITEMS OTHER - NUMBER OF CONTRIBUTIONS	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 6:	HOURS AND VOLUNTEERS ARE TRACKED BY THE ORGANIZATION'S VOLUNTEERS ENGAGEMENT DEPARTMENT IN PEOPLE & CULTURE. THEY ARE TRACKED BY DEPARTMENT AND SPECIFIC PROGRAM. A TOTAL OF 135,350 VOLUNTEER HOURS WERE LOGGED IN 2024.
FORM 990, PART III, LINE 4A:	ANIMAL CARE AND AQUARIUM EXPERIENCE: MARINE LIFE EXHIBITION AND CARE EXPENSES OF $77,717,140 INCLUDE THE COST OF OPERATING AND MAINTAINING THE AQUARIUM'S LIVING EXHIBIT GALLERIES. WE CELEBRATED OUR 40TH ANNIVERSARY IN 2024, ALLOWING US TO LOOK BACK ON FOUR DECADES OF INNOVATIVE EXHIBITS, AMAZING ANIMALS, AND INSPIRING OUR GUESTS OF ALL AGES AND BACKGROUNDS. SETTING THE BAR FOR AQUARIUM EXHIBITIONS: FROM THE ICONIC KELP FOREST TO THE MOST RECENT INTO THE DEEP/EN LO PROFUNDO, OUR EXHIBITS HAVE SHOWCASED SPECIES NEVER SEEN ELSEWHERE, INSPIRED THE PUBLIC TO TAKE CONSERVATION ACTION, AND SET THE HIGHEST BAR FOR EXHIBIT DESIGN. OUR EXHIBITIONS HAVE PUSHED THE BOUNDARIES OF TECHNOLOGY AND EXHIBITION STANDARDS FOR OURSELVES AND ACROSS THE INDUSTRY. THE EXPERIENCE AND KNOWLEDGE WE'VE GAINED ARE THE FOUNDATION THAT WILL ALLOW US TO CONTINUE TO SURPRISE AND DELIGHT MILLIONS OF GUESTS IN THE YEARS TO COME. OVER THE YEARS, WE'VE INTRODUCED NEW ELEMENTS TO OUR PERMANENT GALLERIES, FROM CUSTOM-COMPOSED MUSIC TO INTERACTIVE EXHIBIT ELEMENTS, ONE-OF-A-KIND FILM AND VIDEO DISPLAYS, AND BILINGUAL LABELS-INNOVATIONS WE PIONEERED IN OUR SPECIAL EXHIBITIONS. AND OUR EXHIBITS HAVE SPARKED CONSERVATION ACTION, SUCH AS THE FISHING FOR SOLUTIONS EXHIBITION THAT BEGAN A MOVEMENT TO RAISE CONSUMER AWARENESS WORLDWIDE ABOUT THE RISKS OF OVERFISHING, THE WORK THAT BECAME OUR RESPECTED SEAFOOD WATCH PROGRAM. WE'VE ALSO HIGHLIGHTED SOME OF THE UNIQUE AND WONDERFUL ANIMALS WHOSE HABITATS ARE MOST AT RISK DUE TO CLIMATE CHANGE AND OTHER HUMAN IMPACTS, SUCH AS SEAHORSES, TUNAS, AND SEA TURTLES. AMAZING ADVANCES IN JELLY CARE: DISPLAYING DEEP-SEA JELLIES IS POSSIBLE IN PART BECAUSE OF A ONE-OF-A-KIND LIFE SUPPORT SYSTEM WE DESIGNED THAT ALLOWS US TO RECREATE SOME OF THE MORE CHALLENGING PARAMETERS OF THE DEEP-SEA ENVIRONMENT. IT'S A COMPLEX, INNOVATIVE SYSTEM THAT USES GEL MEMBRANES, COMPRESSED GAS, AND COUNTERCURRENT FLOW TO MAINTAIN REDUCED OXYGEN AND PH LEVELS. SIGNIFICANTLY, THE SYSTEM ALSO ENABLES US TO CUSTOMIZE THE EXHIBIT ENVIRONMENT TO SUIT THE VARIED NEEDS OF DIFFERENT SPECIES. INSPIRING OUR YOUNGEST VISITORS: NEARLY ONE-THIRD OF OUR GUESTS VISIT IN FAMILY GROUPS THAT INCLUDE CHILDREN. AS A LEADER IN CONSERVATION EDUCATION, THE AQUARIUM HAS A STRONG TRADITION OF EXHIBITIONS AND PROGRAMS THAT ENGAGE YOUNG CHILDREN AND THEIR FAMILIES. OUR GOAL IS TO FOSTER EMPATHY AND CARE IN YOUNG PEOPLE FOR THE NATURAL WORLD AROUND THEM. IN 2024, WE WELCOMED 326,225 CHILDREN UNDER THE AGE OF 13 TO THE AQUARIUM TO EXPLORE AND LEARN FROM OUR MARINE HABITATS. OUR EXHIBITS ARE INFORMAL SCIENCE-LEARNING ENVIRONMENTS FOR YOUNG LEARNERS. WHEN OUR YOUNGEST VISITORS COME TO THE AQUARIUM, THEY CAN VIEW AND INTERACT WITH A WIDE VARIETY OF MARINE ANIMALS. THEY CAN OBSERVE HOW ANIMALS MOVE IN THEIR ENVIRONMENTS AND EXPLORE THOSE MOVEMENTS WITH THEIR OWN BODIES THROUGH PLAY, INSPIRING EMPATHY FOR OCEAN LIFE. BY ENCOURAGING THIS KIND OF EMPATHY FOR MARINE ANIMALS EARLY ON, WE AIM TO INSPIRE THE NEXT GENERATION OF OCEAN STEWARDS. UNDERWATER EXPLORERS TOPS 50,000 DIVES: PARTICIPANTS IN OUR UNDERWATER EXPLORERS PROGRAM SURFACE SCUBA DIVE IN THE AQUARIUM'S GREAT TIDEPOOL, ACCOMPANIED BY TRAINED DIVE INSTRUCTORS. SINCE THE PROGRAM'S INCEPTION OVER 20 YEARS AGO, UNDERWATER EXPLORERS HAS SERVED MORE THAN 50,000 KIDS. THIS INCLUDES WELL OVER 1,500 WHO PARTICIPATED IN OUR DAYS OF DISCOVERY PROGRAM FOR CHILDREN AND YOUNG ADULTS WITH DISABILITIES. IN 2024, WE WELCOMED 2,749 UNDERWATER EXPLORERS; 62 PARTICIPATED DURING TWO DAYS OF DISCOVERY EVENTS. MAKING THE AQUARIUM MORE ACCESSIBLE TO ALL: SINCE OUR FOUNDING, THE AQUARIUM HAS ENGAGED WITH OUR LOCAL COMMUNITY THROUGH A VARIETY OF PROGRAMS-INCLUDING EDUCATION PROGRAMS AND FREE SCHOOL FIELD TRIPS, COMMUNITY ACCESS PROGRAMS AND ONSITE EVENTS, AND REGIONAL PARTNERSHIPS AROUND OCEAN POLICY AND SCIENTIFIC RESEARCH-ALL IN SERVICE OF OUR OCEAN CONSERVATION MISSION. IN 2024, WE EMBRACED NEW WAYS TO MEET PEOPLE WHERE THEY ARE, SUPPORT OUR NEIGHBORS, AND SHOW UP FOR OUR LOCAL COMMUNITIES. THE MOST IMMEDIATE RESULT WAS OUR PARTICIPATION IN THE NATIONAL MUSEUMS FOR ALL PROGRAM, THROUGH WHICH WE PROVIDE FREE AQUARIUM ADMISSION TO PEOPLE WHO RECEIVE FEDERAL FOOD ASSISTANCE AND UP TO THREE OF THEIR GUESTS. NEARLY 200,000 PEOPLE VISITED THE AQUARIUM THROUGH MUSEUMS FOR ALL FROM THE MAY 2024 LAUNCH THROUGH THE END OF THE YEAR. IN HONOR OF OUR 40TH ANNIVERSARY, WE EXTENDED COMPLIMENTARY ADMISSION TO THE LOCAL COMMUNITY TO VISIT THE AQUARIUM. IN TOTAL, 35,000 LOCAL PEOPLE VISITED FOR FREE DURING OCTOBER 2024. MOVING FORWARD, WE'LL CONTINUE TO REFINE AND EXPAND OUR OTHER COMMUNITY ACCESS PROGRAMS. THIS INCLUDES OUR COMMUNITY GROUP VISITS PROGRAM, PROVIDING COMPLIMENTARY ADMISSION TO ELIGIBLE NONPROFIT ORGANIZATIONS AND GOVERNMENT AGENCIES FOR VISITS WITH THE PEOPLE THEY SERVE.
FORM 990, PART III, LINE 4B:	EDUCATION AND OUTREACH: EDUCATION AND OUTREACH EXPENSES OF $8,734,219 INCLUDE THE COST OF EDUCATION PROGRAMS FOR TEACHERS, STUDENTS, AND EMERGING TEEN LEADERS. OUR COMMITMENT TO OFFERING FREE EDUCATIONAL PROGRAMS, WHICH DATES BACK TO OUR FOUNDING, IS STRONGER THAN EVER. THROUGHOUT 2024, OUR EDUCATION TEAM CONTINUED TO BUILD UP OUR MANY PROGRAMS FOR TEENS, TEACHERS, AND SCHOOLCHILDREN SO WE CAN FULFILL THE FULL POTENTIAL OF OUR BECHTEL FAMILY CENTER FOR OCEAN EDUCATION AND LEADERSHIP. FROM PRESCHOOL THROUGH HIGH SCHOOL AND BEYOND, OUR PROGRAMS BUILD EMPATHY, TEACH ABOUT THE WONDERS OF THE OCEAN, AND BUILD PARTICIPANTS' CONFIDENCE TO ACT. FREE FIELD TRIPS FOR SCHOOL CHILDREN: OUR BOARD HAD A VISION: WE WOULD PROVIDE FREE SCHOOL VISITS TO THE AQUARIUM TO ENSURE FUTURE GENERATIONS ARE SCIENCE AND OCEAN LITERATE. OVER THE PAST 40 YEARS, WE'VE WELCOMED MORE THAN 2.7 MILLION SCHOOLCHILDREN FOR AN EDUCATIONAL VISIT. DURING SCHOOL TRIPS, STUDENTS FROM PRE-K THROUGH COLLEGE AND THEIR TEACHERS LEARN ABOUT OCEAN ANIMALS AND ECOSYSTEMS AS THEY EXPLORE THE AQUARIUM GALLERIES OR PARTICIPATE IN A HANDS-ON OCEAN CONNECTION LAB. SOME JOIN US ONLINE FOR VIRTUAL TIDE TALKS. IN THE 2023-2024 SCHOOL YEAR, 37,146 SCHOOL CHILDREN PARTICIPATED IN FIELD TRIPS AND HANDS-ON PROGRAMS IN OUR LEARNING LABS. CURRENTLY, 40,000 STUDENTS VISIT EACH YEAR FOR FREE. WE'RE WORKING TO GROW THAT NUMBER BACK TO PRE-PANDEMIC LEVELS, WITH A PARTICULAR GOAL TO BETTER SERVE YOUNG PEOPLE FROM OUR LOCAL COASTAL COMMUNITIES OF COLOR WHO ARE MOST IMPACTED BY ENVIRONMENTAL ISSUES. WE'RE ALSO EXPANDING OUR OUTREACH TO YOUTH BY WORKING WITH COMMUNITY ORGANIZATIONS AND LIBRARIES-TO CREATE NEW OPPORTUNITIES FOR THEM TO VISIT. IN ADDITION, WE'RE COLLABORATING WITH THESE PARTNERS TO DESIGN PROGRAMMING TO BE OFFERED AT COMMUNITY SITES. WE'RE HEARING INCREASINGLY MORE STORIES FROM CLASSROOM AND INFORMAL EDUCATORS WHO VISITED THE AQUARIUM AS STUDENTS AND ARE NOW BRINGING THEIR OWN STUDENTS BACK FOR A FIELD TRIP-A TESTAMENT TO THE GENERATIONAL IMPACT THESE TRIPS HAVE HAD OVER THE PAST 40 YEARS. MOBILIZING EDUCATORS FOR CONSERVATION: OUR PROFESSIONAL DEVELOPMENT PROGRAMS FOR EDUCATORS HAVE REACHED OVER 38,000 TEACHERS IN OUR FIRST FOUR DECADES. WE OFFER PROGRAMS DESIGNED TO HELP TEACHERS GET THEIR STUDENTS EXCITED ABOUT LEARNING SCIENCE AND EXPLORING NATURE WHEREVER THEY LIVE. IN OCTOBER 2024, WE WELCOMED 80 CLASSROOM EDUCATORS TO THE KICKOFF OF ONE OF OUR PROGRAMS-THE CLIMATE ACTION PROJECTS SUMMIT, WHICH ENGAGES TEACHERS IN CLIMATE CHANGE LEARNING AND GIVES THEM THE TOOLS TO HELP THEIR STUDENTS INNOVATE MEANINGFUL CHANGE IN THEIR COMMUNITIES. WE WELCOMED ELEMENTARY, MIDDLE, AND HIGH SCHOOL TEACHERS TO THIS YEAR'S SUMMIT. BACK IN THEIR CLASSROOMS, TEACHERS SUPPORTED STUDENTS IN DESIGNING AND IMPLEMENTING CLIMATE CHANGE PROJECTS. THE EDUCATORS RETURNED FOR A MID-YEAR CHECK-IN IN FEBRUARY 2025, AND STUDENTS PRESENTED THEIR PROJECTS AT A FINAL SYMPOSIUM IN MAY 2025. ENGAGING TEENS IN CONSERVATION LEARNING: STARTING WITH THE STUDENT OCEANOGRAPHY CLUB DECADES AGO, OUR PROGRAMS FOR TEENS HAVE GONE THROUGH MULTIPLE ITERATIONS AS WE'VE WORKED TO ADJUST CURRICULUM AND OFFERINGS TO THE DYNAMIC NEEDS OF YOUNG PEOPLE. SERVING MORE THAN 6,000 PARTICIPANTS, YOUTH PROGRAMS ARE A LAUNCHING PAD FOR ACADEMIC AND CAREER CHOICES THAT HAVE LED MANY OF OUR ALUMNI TO BECOME CONSERVATION ADVOCATES, TEACHERS, AND EVEN AQUARIUM EMPLOYEES. CURRENTLY, WE OFFER TWO PROGRAMS FOR TEENS-OUR OCEAN LEARNING ADVENTURES CAMP FOR MIDDLE SCHOOL STUDENTS AND OUR TEEN CONSERVATION LEADERS PROGRAM FOR HIGH SCHOOL STUDENTS. LAST SUMMER, OUR OCEAN LEARNING ADVENTURES CAMP ENGAGED 106 STUDENTS ACROSS FOUR WEEKS. THIS EXPERIENCE AIMS TO GET STUDENTS EXCITED ABOUT THEIR CONNECTION TO THE OCEAN, AND PARTICIPANTS TOOK PART IN A VARIETY OF ACTIVITIES DURING THE FIVE-DAY PROGRAM. IN 2024, HIGH SCHOOL STUDENTS IN OUR SERVICE-LEARNING PROGRAM, TEEN CONSERVATION LEADERS, CHOSE FROM THREE DIFFERENT OPPORTUNITIES TO HONE THEIR SKILLS. IN TOTAL, WE WELCOMED 83 PARTICIPANTS TO THE SIX-WEEK EXPERIENCE. CELEBRATING OUR SHULTZ SCHOLARS: WE AWARDED OUR GEORGE P. SHULTZ FUTURE LEADERS SCHOLARSHIP TO A THIRD RECIPIENT IN 2024. THIS DONOR-ENDOWED PROGRAM SUPPORTS STUDENTS FROM NEARBY COMMUNITIES THAT ARE HISTORICALLY UNDERREPRESENTED IN THE SCIENCE AND CONSERVATION FIELDS. THE SCHOLARSHIP HONORS THE MEMORY OF GEORGE P. SHULTZ, WHO CHAIRED THE AQUARIUM'S LEADERSHIP COUNCIL, SERVED ON OUR BOARD OF TRUSTEES, AND ENJOYED A LONG CAREER IN PUBLIC SERVICE. EACH SHULTZ SCHOLARSHIP PROVIDES FULL TUITION, ROOM AND BOARD, AND ALL OTHER EXPENSES TO ATTEND CALIFORNIA STATE UNIVERSITY, MONTEREY BAY. IT ALSO INCLUDES FOUR YEARS OF MENTORSHIP FROM AQUARIUM STAFF. OUR MOST RECENT SCHOLARSHIP RECIPIENT PLANS TO STUDY MATHEMATICS AND ASPIRES TO BE A MATH PROFESSOR.
FORM 990, PART III, LINE 4C:	CONSERVATION AND SCIENCE: CONSERVATION AND SCIENCE COSTS OF $14,047,417 REPRESENT EXPENSES FOR MARINE POLICY AND ADVOCACY EFFORTS, THE GLOBAL SEAFOOD WATCH PROGRAM, AND FIELD RESEARCH. IN CALIFORNIA, WE'RE CONTINUING OUR LEADING ROLE IN THE RESEARCH, RESCUE, AND RECOVERY OF SOUTHERN SEA OTTERS. AT THE STATE AND FEDERAL LEVELS, WE'RE ADVANCING POLICIES TO PROTECT VULNERABLE COASTAL HABITATS, REDUCE PLASTIC POLLUTION, AND PROMOTE OCEAN-BASED CLIMATE SOLUTIONS. AROUND THE WORLD, WE'RE TRANSFORMING THE SEAFOOD INDUSTRY BY ENGAGING SEAFOOD PRODUCERS, BUSINESSES, AND GOVERNMENTS, INFORMING SEAFOOD PURCHASING STANDARDS, AND RATING THE SUSTAINABILITY OF FISHING AND AQUACULTURE PRACTICES. SUPPORTING SOUTHERN SEA OTTER RECOVERY: SINCE 1984, WE'VE BEEN WORKING TO ENSURE THE SUCCESSFUL RECOVERY OF THE THREATENED SOUTHERN SEA OTTER THROUGH RESEARCH, CONSERVATION, AND POLICY CHANGE. THIS YEAR, OUR SEA OTTER TEAM AUTHORED THREE SCIENTIFIC RESEARCH PUBLICATIONS IN HIGH-LEVEL JOURNALS ADDRESSING THE HISTORICAL CHANGES IN KELP ABUNDANCE AND SEA OTTERS IN CALIFORNIA, THE BIOLOGICAL BENEFITS OF TOOL USE BY SEA OTTERS, AND THE FORAGING ECOLOGY OF SEA OTTERS AT THE NORTHERN END OF THEIR RANGE. THIS RESEARCH IS CRITICAL TO HELPING SCIENTISTS AND RESOURCE MANAGERS PLAN FOR THE FUTURE OF SOUTHERN SEA OTTER RECOVERY. WE ALSO EXPANDED OUR CAPACITY TO HOUSE OTTERS IN NEED OF CARE BY COMPLETING OUR NEW SEA OTTER CONSERVATION CENTER. THIS FACILITY WILL SUPPORT OUR RESCUE AND REHABILITATION WORK BY PROVIDING ESSENTIAL SPACES WHERE INJURED AND ILL SEA OTTERS CAN HEAL AND STRANDED PUPS CAN LEARN THE SURVIVAL SKILLS THEY NEED TO RETURN TO THE WILD. THE CENTER WILL SUPPORT OUR SEA OTTER SURROGACY PROGRAM, WHERE WE PAIR RESCUED, STRANDED PUPS WITH NON-RELEASABLE FEMALE SEA OTTERS IN OUR CARE. WHEN THEY'RE NOT DELIGHTING OUR GUESTS, OUR EXHIBIT OTTERS HELP RAISE THE PUPS AND TEACH THEM TO GROOM AND FORAGE. NEW RESEARCH TO INFORM KELP FOREST RECOVERY: KELP FORESTS ARE AN ICONIC AND ESSENTIAL CALIFORNIA ECOSYSTEM-SUPPORTING A HOST OF SPECIES. WHEN WE OPENED IN 1984, WE MADE IT A PRIORITY TO SHOWCASE THE TOWERING UNDERWATER WONDERS OF KELP FORESTS, WHICH MOST PEOPLE WOULD NOT OTHERWISE SEE, IN OUR TWO-STORY KELP FOREST EXHIBIT. BUT WILD KELP FORESTS ARE IN TROUBLE. FOR THE PAST 12 YEARS, WEST COAST KELP FORESTS HAVE SUFFERED CATASTROPHIC DECLINES DUE TO WARMING WATERS AND THE LOSS OF SEA STARS AND OTHER SPECIES THAT KEEP THE ECOSYSTEM IN BALANCE. WE MUST LEARN MORE, AND QUICKLY, ABOUT HOW KELP FORESTS FUNCTION AND WHAT MAKES THEM RESILIENT. AQUARIUM SCIENTISTS ARE CONDUCTING ESSENTIAL RESEARCH TO BETTER UNDERSTAND KELP FOREST ECOSYSTEMS AND THE FACTORS THAT CONTRIBUTE TO THEIR RECOVERY AND RESILIENCE. IN 2024 OUR SCIENCE TEAM CONDUCTED UNDERWATER RESEARCH IN MONTEREY BAY, SURVEYING SITES WITH KELP FORESTS IN VARYING CONDITIONS-SOME THAT PERSISTED THROUGH MARINE HEATWAVES, SOME THAT DECLINED BUT HAVE STARTED RECOVERING, AND OTHERS ESSENTIALLY DEVOID OF KELP AND DOMINATED BY URCHINS ON BARE ROCK (CALLED "URCHIN BARRENS"). RESEARCHERS COLLECTED DATA TO ASSESS THE DENSITY OF KELP, AND THE MOVEMENT, HEALTH, AND DENSITY OF INVERTEBRATES AND ALGAE ON REEFS IN EACH OF THESE HABITATS. THEY AIM TO DETERMINE WHAT FACTORS SUPPORT RECOVERING AND THRIVING KELP FORESTS. BLUEFIN TUNA: OLYMPIC ATHLETES OF THE OCEAN: BLUEFIN TUNA ARE AMAZING FISH THAT TRAVEL THOUSANDS OF MILES AT TOP SPEED AND MAINTAIN A BODY TEMPERATURE WARMER THAN THE SURROUNDING OCEAN. THEY ARE ALSO AMONG THE MOST DESIRED (AND ECONOMICALLY VALUABLE) FISH IN THE SEA. WITH TOO FEW RULES IN PLACE TO PREVENT OVERFISHING, ONCE-ABUNDANT PACIFIC BLUEFIN TUNA WERE HUNTED UNTIL JUST 2 PERCENT OF THEIR HISTORICAL POPULATION REMAINED. OVER THE PAST 30 YEARS, THE AQUARIUM HAS PLAYED A CENTRAL ROLE IN BRINGING THEM BACK. THERE'S STILL WORK TO DO, BUT THE PROSPECTS FOR THESE ICONIC FISH ARE MUCH BRIGHTER. THANKS TO INTERNATIONAL COOPERATION INFORMED BY SOLID SCIENCE, THE AQUARIUM'S MULTI-FACETED AND DECADES-LONG APPROACH TO TACKLING THE PROBLEM OF OVERFISHING PLAYED A KEY ROLE IN THEIR COMEBACK. IN OCTOBER 2024, FOR THE FIRST TIME EVER, OUR SEAFOOD WATCH PROGRAM MOVED SOME PACIFIC BLUEFIN TUNA FISHERIES OUT OF THE RED AS A SPECIES TO AVOID, PUTTING THEM BACK ON THE MENU FOR SEAFOOD LOVERS. THERE ARE STILL REASONS TO BE CAUTIOUS, BUT THIS IS REAL PROGRESS. OUR WORK TO RECOVER BLUEFIN TUNA HAS RANGED FROM INSPIRING MILLIONS OF GUESTS WITH EXHIBITS OF BLUEFIN AND YELLOWFIN TUNA, BOLSTERING THE SCIENCE BY TAGGING AND TRACKING TUNAS IN THE ATLANTIC AND PACIFIC, AND HIGHLIGHTING MANAGEMENT PROBLEMS THROUGH SCIENCE-BASED SEAFOOD WATCH RATINGS THAT EVALUATE THE SUSTAINABILITY OF GLOBAL FISHERIES. AQUARIUM POLICY STAFF TOOK ON OFFICIAL ADVISORY ROLES WITH U.S. GOVERNMENT DELEGATIONS TO INTERNATIONAL FISHERIES MANAGEMENT BODIES, COORDINATED WITH OTHER NGOS, AND WORKED DIRECTLY WITH OTHER NATIONAL DELEGATIONS. CELEBRATING 25 YEARS OF OUR SEAFOOD WATCH PROGRAM: IN 1997, WE OPENED A NEW EXHIBIT: FISHING FOR SOLUTIONS: WHAT'S THE CATCH? THE GOAL WAS TO INTRODUCE VISITORS TO THE INS AND OUTS OF COMMERCIAL FISHING AND AQUACULTURE WHILE EXPLORING SOLUTIONS TO PROBLEMS SUCH AS OVERFISHING, BYCATCH, AND COASTAL HABITAT DESTRUCTION. WE ALSO PLACED TENT CARDS ON OUR CAFE TABLES TO HIGHLIGHT THE SUSTAINABLE SEAFOOD THAT WE WERE SERVING. THESE CARDS PROVED IMMENSELY POPULAR-VISITORS TOOK THEM HOME AND WE RECEIVED A STEADY STREAM OF CORRESPONDENCE ASKING WHICH SEAFOOD ITEMS TO BUY OR AVOID. THE PUBLIC DEMAND FOR INFORMATION ABOUT SUSTAINABLE SEAFOOD WAS CLEAR. IN RESPONSE, WE LAUNCHED OUR SEAFOOD WATCH PROGRAM IN OCTOBER 1999, TO HELP CONSUMERS CHOOSE SEAFOOD FROM WELL-MANAGED FISHERIES AND FARMS. THE FISHING FOR SOLUTIONS EXHIBIT WAS TEMPORARY-BUT ITS LEGACY LIVES ON IN WAYS WE COULD NEVER HAVE IMAGINED. TODAY, WE ARE THE MOST RECOGNIZED SUSTAINABLE SEAFOOD RATINGS PROGRAM IN THE U.S. THIS COULD BE ATTRIBUTED TO OUR FIRM FOUNDATION IN SCIENCE AND POLICY. SINCE THE EARLY DAYS OF SEAFOOD WATCH, OUR SCIENTISTS HAVE ASSESSED THE TOP FISHERIES AND AQUACULTURE SPECIES IN THE U.S. MARKET AGAINST OUR SCIENCE-BASED STANDARDS FOR SUSTAINABLE FISHERIES AND AQUACULTURE. THESE SCIENTIFIC ASSESSMENTS ARE THE BACKBONE OF OUR WORK, ENABLING US TO INFORM THOUSANDS OF BUSINESSES AND MILLIONS OF CONSUMERS WHO ARE DRIVING SUSTAINABILITY IN THE SEAFOOD INDUSTRY THROUGH THEIR VOICES AND WALLETS. IN 2017, WE EXPANDED OUR SUSTAINABLE SEAFOOD WORK TO A GLOBAL SCALE. TODAY, OUR GLOBAL CONSERVATION TEAM IS ENGAGED IN A NUMBER OF SUSTAINABLE SEAFOOD PROJECTS AROUND THE WORLD. WE ARE WORKING TO REDUCE ANTIBIOTICS ON CHILEAN SALMON FARMS, TO IMPROVE SHRIMP AQUACULTURE PRACTICES AMONG SMALL-SCALE SHRIMP FARMERS IN ASIA, AND WITH THE GOVERNMENT IN THE PHILIPPINES TO HELP MAKE ITS BLUE SWIMMING CRAB FISHERY ENVIRONMENTALLY SUSTAINABLE. WHEN WE STARTED, WE EVALUATED THE SUSTAINABILITY OF SEAFOOD SOLELY ON THE ENVIRONMENTAL IMPACT OF THAT FOOD. MORE RECENTLY, WE INCORPORATED SOCIAL SUSTAINABILITY INTO OUR WORK BECAUSE EQUITY AND BASIC HUMAN RIGHTS FOR SEAFOOD WORKERS ARE ALSO A VITAL COMPONENT OF SUSTAINABILITY. THERE'S STILL A LOT OF ENVIRONMENTALLY RED-RATED SEAFOOD OUT THERE-WHICH IS WHY OUR WORK IS MORE IMPORTANT THAN EVER. BUT WE'VE SEEN GREAT SUCCESSES OVER THE PAST 25 YEARS. FOR EXAMPLE, OUR WORK HAS HELPED CATALYZE THE UPTAKE OF IMPROVED FISHING GEAR TO REDUCE BYCATCH SUCH AS TURTLE EXCLUDER DEVICES IN SHRIMP TRAWLING, MORE SELECTIVE BUOY GEAR IN SWORDFISH FISHERIES, AND ROPELESS TRAP GEAR TO REDUCE MAMMAL AND TURTLE ENTANGLEMENTS FROM VERTICAL FISHING LINES. WE'RE COMMITTED TO CONTINUING OUR WORK TO ADVOCATE FOR SUSTAINABLE SEAFOOD-AND TO SEE MORE SUCCESSES IN THE YEARS TO COME.
ACTING TO REDUCE PLASTIC POLLUTION:	AS A RESULT OF CAMPAIGNS TO RAISE AWARENESS AND SPUR ACTION, THE HAZARDS OF PLASTIC POLLUTION ARE BECOMING INCREASINGLY WELL-KNOWN AND THERE IS CONSIDERABLE MOMENTUM FOR CHANGE. WE'RE TACKLING THE PLASTIC PROBLEM IN MANY WAYS. WE ADVOCATE FOR LOCAL-TO-GLOBAL POLICIES THAT REDUCE THE FLOW OF PLASTIC FROM LAND TO SEA, CONTRIBUTE TO STUDIES ON HOW PLASTIC POLLUTION AFFECTS THE OCEAN AND OUR COMMUNITIES, AND MOBILIZE PEOPLE TO TAKE ACTION TO BRING ABOUT CHANGE. CHIEF CONSERVATION AND SCIENCE OFFICER MARGARET SPRING IS A LEADING VOICE ADVOCATING FOR EFFECTIVE SCIENCE-BASED ACTION ON PLASTIC POLLUTION, INCLUDING BY PARTICIPATING IN THE UN GLOBAL PLASTICS TREATY NEGOTIATIONS. REPRESENTING THE AQUARIUM AS WELL AS THE INTERNATIONAL SCIENCE COUNCIL, MARGARET JOINED DELEGATES FROM OVER 150 COUNTRIES, AND SCIENTISTS AND PUBLIC HEALTH EXPERTS TO ADVOCATE FOR GLOBAL PLASTIC REDUCTION AT TREATY NEGOTIATION MEETINGS IN 2024. WITH LEGAL EXPERTS AT THE ENVIRONMENTAL LAW INSTITUTE, WE CO-AUTHORED A REPORT ABOUT WAYS THE U.S. GOVERNMENT COULD ADVANCE NATIONAL ACTION TO CURB PLASTIC POLLUTION. FOLLOWING THE RELEASE OF THIS REPORT THE BIDEN-HARRIS ADMINISTRATION PUBLISHED A FIRST-EVER WHITE HOUSE-LEVEL STRATEGY AND ROADMAP FOR ENDING PLASTIC POLLUTION. DESPITE THE CHANGE IN ADMINISTRATIONS, WE WILL BE WORKING HARD IN THE COMING YEARS TO KEEP FROM BACKSLIDING ON THIS IMPORTANT COMMITMENT. IN CALIFORNIA, YOU MAY HAVE NOTICED PLASTIC GROCERY BAGS MAKING THEIR WAY BACK INTO STORES DESPITE LEGISLATIVE BANS. WE WORKED HARD IN 2024 ON A CLARIFYING BILL TO PUT AN END TO THEM (AGAIN). ON AUGUST 31, THE CALIFORNIA LEGISLATURE OVERWHELMINGLY PASSED SENATE BILL 1053, TO ENSURE THAT ONLY PAPER BAGS WILL BE DISTRIBUTED AT GROCERY CHECKOUTS. JULIE PACKARD HONORED FOR DECADES OF WORK: THE AQUARIUM HAS ACCOMPLISHED MUCH IN 40 YEARS: ADVANCING RECOVERY OF SOUTHERN SEA OTTERS, SHIFTING GLOBAL SEAFOOD PRODUCTION TOWARD SUSTAINABILITY, ENGAGING AND INSPIRING MORE THAN 2.7 MILLION STUDENTS, AND CONNECTING TENS OF MILLIONS OF PEOPLE WITH OCEAN LIFE. IT'S TAKEN A TALENTED TEAM TO ACHIEVE ALL THIS-AND JULIE PACKARD HAS BEEN THE GUIDING FORCE BEHIND OUR WORK SINCE WE OPENED. DURING OUR ANNIVERSARY YEAR, SHE RECEIVED THREE SIGNIFICANT HONORS REFLECTING ALL THAT THE AQUARIUM TEAM HAS ACCOMPLISHED. IN APRIL 2024, JULIE RECEIVED THE ROBERT R. HERMANN WORLD ECOLOGY AWARD FROM THE WHITNEY R. HARRIS WORLD ECOLOGY CENTER AT THE UNIVERSITY OF MISSOURI ST. LOUIS. SHE JOINED PREVIOUS HONOREES, INCLUDING JANE GOODALL, JACQUES COUSTEAU, E.O. WILSON, SYLVIA EARLE, AND HARRISON FORD. IN NOVEMBER 2024, SHE WAS RECOGNIZED BY THE ARTHUR C. CLARKE FOUNDATION WITH ITS INNOVATOR AWARD FOR HER GLOBAL LEADERSHIP IN OCEAN CONSERVATION AND PROMOTING OCEAN SCIENCE AND EDUCATION. AND IN JANUARY 2025, JULIE WAS NAMED A FINALIST FOR THE 2025 INDIANAPOLIS PRIZE, CONSIDERED THE "NOBEL PRIZE OF WILDLIFE CONSERVATION." SHE WAS HERALDED FOR LEADING THE CHARGE FOR THE SUSTAINABLE SEAFOOD MOVEMENT. HER NOMINATION IS IN RECOGNITION OF THE AQUARIUM'S GLOBAL SEAFOOD PROGRAM THAT IS GROUNDED IN ECOSYSTEM-BASED SCIENCE AND A MARKET-BASED APPROACH. AND IT CALLS OUT HER ROLE AS A LEADING VOICE FOR POLICY REFORM IN SUPPORT OF A HEALTHY OCEAN.
FORM 990, PART VI, SECTION A, LINE 2	JULIE PACKARD, CHRIS SCHOLIN, BARBARA WRIGHT, AND LISA WHITE HAVE A BUSINESS RELATIONSHIP. JULIE PACKARD AND LOUISE STEPHENS HAVE A FAMILY RELATIONSHIP AND BUSINESS RELATIONSHIP. MICHAEL MANTELL AND MARK WAN HAVE A BUSINESS RELATIONSHIP. GREG SILVERMAN AND GIDEON YU HAVE A BUSINESS RELATIONSHIP. JULIE PACKARD AND SUSAN ORR HAVE A FAMILY RELATIONSHIP AND BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	THE AQUARIUM'S CONTROLLER PROVIDES ALL INFORMATION NEEDED FOR THE FORM 990 TO HOOD & STRONG LLP BASED ON AUDITED FINANCIAL STATEMENTS. HOOD & STRONG PREPARES AND REVIEWS THE FORM 990 AND PROVIDES A DRAFT WHICH IS REVIEWED BY THE CONTROLLER, CFO, SECRETARY AND LEGAL COUNSEL, AND EXECUTIVE DIRECTOR WITH REVISIONS INCORPORATED AS NEEDED. UPON ACCEPTANCE OF THE FINAL VERSION, THE 990 IS SHARED FIRST WITH THE AUDIT COMMITTEE FOR ITS REVIEW AND THEN DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE EXECUTIVE DIRECTOR'S OFFICE ASSURES THAT ALL DISCLOSURE FORMS (AND MITIGATION PLANS, IF APPLICABLE) HAVE BEEN RECEIVED FROM ALL TRUSTEES AND OFFICERS BY JANUARY 31 OF EACH YEAR, PREPARES A SUMMARY OF DISCLOSURES, AND FORWARDS THE COMPLETED FORMS AND THE SUMMARY TO THE AQUARIUM'S CONFLICTS REVIEW PANEL, CONSISTING OF THE EXECUTIVE DIRECTOR, LEGAL COUNSEL, CHIEF PEOPLE & CULTURE OFFICER, AND CHIEF FINANCIAL OFFICER (CFO). TRUSTEES AND OFFICERS ALSO ACKNOWLEDGE RECEIPT AND UNDERSTANDING OF THE AQUARIUM'S COI POLICY IN CONJUNCTION WITH PROVIDING THE ANNUAL DISCLOSURES. FOLLOWING REVIEW BY THE PANEL, THE PANEL'S FINDINGS AND THE DISCLOSURES ARE PROVIDED TO THE BOARD'S AUDIT COMMITTEE, WHICH REVIEWS THE DISCLOSURES AND MAKES A REPORT TO THE BOARD AT ITS MARCH MEETING. BOTH THE PANEL AND THE AUDIT COMMITTEE ANNUALLY EVALUATE THE EFFECTIVENESS OF THE PROCESS. THE CFO AND CONTROLLER ASSURE APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND TAX PREPARER. TRUSTEES AND OFFICERS HAVE A CONTINUING DUTY TO MAKE ADDITIONAL DISCLOSURES THROUGHOUT THE YEAR IF WARRANTED. EMPLOYEE CODE OF ETHICAL CONDUCT POLICY - THE CHIEF PEOPLE & CULTURE OFFICER FORWARDS THE CODE, WHICH INCLUDES A SECTION ON CONFLICTS OF INTEREST, TO ALL MANAGERS IN EARLY JANUARY EACH YEAR, AND ASSURES THAT EACH MANAGER RESPONDS THAT THEY HAVE READ IT AND ARE IN COMPLIANCE BY JANUARY 31. MANAGERS ARE ALSO REQUIRED TO DISCLOSE ANY INTERESTS WHICH COULD GIVE RISE TO CONFLICT, AND TO ASSURE THAT ANY STAFF IN THEIR AREAS WITH INTERESTS WHICH COULD GIVE RISE TO CONFLICT HAS DONE THE SAME. DISCLOSURES (AND MITIGATION PLANS, IF APPLICABLE) ARE REVIEWED BY THE EXECUTIVE DIRECTOR, CHIEF PEOPLE AND CULTURE OFFICER AND CFO BY MARCH. THIS TEAM ALSO EVALUATES THE EFFECTIVENESS OF THE PROCESS. THE CFO ASSURES APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND TAX PREPARER. EMPLOYEES HAVE A CONTINUING DUTY TO MAKE ADDITIONAL DISCLOSURES THROUGHOUT THE YEAR IF WARRANTED.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD OF TRUSTEES MAINTAINS A PERFORMANCE EVALUATION PROCESS FOR THE CHIEF EXECUTIVE OFFICER, REFERRED TO AS THE EXECUTIVE DIRECTOR, WHO IS A MEMBER OF THE BOARD. THE BOARD'S COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT TRUSTEES, REVIEWS THE CEO'S PERFORMANCE WITH INPUT FROM OTHER BOARD MEMBERS, AND RECOMMENDS THE COMPENSATION OF THE CEO TO THE BOARD. THE COMMITTEE OBTAINS AND REVIEWS MARKET SURVEY DATA FROM SEVERAL INDEPENDENT ORGANIZATIONS CONTAINING DATA FOR COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS. THE COMMITTEE PROVIDES THE PERFORMANCE REVIEW AND COMPARABLE SALARY INFORMATION TO THE BOARD AND RECOMMENDS THE CEO'S COMPENSATION. BASED UPON THE PERFORMANCE REVIEW AND COMPARABLE SALARY INFORMATION, THE INDEPENDENT MEMBERS OF THE BOARD DETERMINE THAT THE COMPENSATION IS FAIR, JUST AND REASONABLE AND THEN APPROVE TOTAL COMPENSATION FOR THE CEO. THE REVIEW AND APPROVAL IS CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THE COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT TRUSTEES PERIODICALLY OBTAINS A MARKET SURVEY FROM AN INDEPENDENT COMPENSATION CONSULTANT AND REVIEWS DATA FROM SEVERAL INDEPENDENT ORGANIZATIONS FOR COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS. THE COMMITTEE APPROVES THE TOTAL COMPENSATION STRATEGY FOR THE AQUARIUM, CONSISTENT WITH ITS MISSION AND VALUES. THE BOARD DELEGATED TO THE COMPENSATION COMMITTEE THE APPROVAL OF COMPENSATION FOR THE CHIEF FINANCIAL OFFICER, WHO IS NOT A MEMBER OF THE BOARD. THE COMMITTEE REVIEWS THE PERFORMANCE OF THE CHIEF FINANCIAL OFFICER, AND BASED UPON THE PERFORMANCE AND COMPARABLE SALARY INFORMATION, THE COMMITTEE DETERMINES THAT THE COMPENSATION IS FAIR, JUST AND REASONABLE, AND APPROVES COMPENSATION FOR THE CFO. THE COMMITTEE REVIEWS THE PROPOSED COMPENSATION OF ANY OTHER OFFICER OR SENIOR STAFF REPORTING TO THE EXECUTIVE DIRECTOR/CEO, OR WHO IS HIGHLY COMPENSATED AS SPECIFICALLY REPORTED ON THE FORM 990. THE REVIEW AND APPROVAL ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE COMMITTEE MEETING.
FORM 990, PART VI, SECTION C, LINE 19	THE CONFLICTS OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST WITHIN TWO BUSINESS DAYS. COPIES OF AUDITED FINANCIAL STATEMENTS AND THE TAX FORM 990 ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:	CHANGE IN INTEREST IN CHARITABLE TRUSTS 324,330. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -62,165.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE LEAD ANNUITY TRUST (1)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	INVESTMENTS	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MONTEREY BAY AQUARIUM FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	T	EntityTypeTxt
Controlled Organization	Yes (1)	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	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE LEAD ANNUITY TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$1,500,000	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt