2018-05-11T11:32:57-05:00 2017-06-30 PricewaterhouseCoopers LLP THREE EMBARCEDERO CENTER SAN FRANCISCO CA 94111 990 2016-07-01 941156258 CALIFORNIA ACADEMY OF SCIENCES % MIKE MCGEE CALI 4153795141 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 MIKE MCGEE CFO 4153795267 2018-05-10 true MATTHEW PETROSKI P00853132 4154985000 40.83.136.209 52580220181315000000 2018-05-11 P DE22965B7F5067B006B4A2CADF48663545A75104 6CFBC1E470B119DB9F0B0C745D98B714AAF1A9A1 2016 2021-01-29 14:40:06Z JONATHAN FOLEY 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 962725847 false X WWW.CALACADEMY.ORG X 1904 CA SEE SCHEDULE O 42 42 754 903 -27156 -36033 46321748 39795679 24207653 25600814 11797025 10172477 681539 740007 83007965 76308977 243682 732567 0 0 42452927 43101188 0 0 3567151 41228055 43899708 83924664 87733463 -916699 -11424486 844166045 817491395 336166017 300861017 508000028 516630378 X SEE SCHEDULE O false false 25911797 20225 7809338 PUBLIC ENGAGEMENT - SEE SCHEDULE O 16640724 714871 7410436 BIODIVERSITY SCIENCE & SUSTAINABILITY - SEE SCHEDULE O 4940670 39057 3127812 EDUCATION & OUTREACH - SEE SCHEDULE O 12562007 2176907 Aquarium 3246358 8748136 Membership 15192950 10925043 62686141 true true false true false false false true false true true true false false true false true false false false true false false false true false false false true true true false false false false false false false false false false true true false false false false false false false true 228 0 true 754 true true true true MA false false false true true false false false false X 42 42 false false false false false false false true true false false true true true true true true true true false CA X X MIKE MCGEE 4153795139 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 BRUCE M ALBERTS TRUSTEE 1.0 0.0 X 0 0 0 JAMES N ALEXANDER TRUSTEE 0.5 0.0 X 0 0 0 MATTHEW BARGER TRUSTEE 0.5 0.0 X 0 0 0 ELIZABETH H BLACKBURN TRUSTEE 1.0 0.0 X 0 0 0 TERESA BRIGGS TRUSTEE 0.5 0.0 X 0 0 0 MARK BUELL TRUSTEE 0.5 0.0 X 0 0 0 DAN CARROLL TRUSTEE 0.5 0.0 X 0 0 0 HUIFEN CHAN TRUSTEE 0.5 0.0 X 0 0 0 GRETCHEN DAILY TRUSTEE 1.0 0.0 X 0 0 0 TROY DANIELS TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM F DUHAMEL TRUSTEE 0.5 0.0 X 0 0 0 PETER FENTON TRUSTEE 0.5 0.0 X 0 0 0 JOHN HN FISHER SECRETARY 1.5 0.0 X X 0 0 0 ROSEMARY GILLESPIE TRUSTEE 1.0 0.0 X 0 0 0 NICK GIOVANNI TRUSTEE 0.5 0.0 X 0 0 0 OLIVER JENKYN TRUSTEE 0.5 0.0 X 0 0 0 DAVID M KENNEDY TRUSTEE 0.5 0.0 X 0 0 0 SALMAN KHAN TRUSTEE 0.5 0.0 X 0 0 0 STEVE KROGNES TRUSTEE 0.5 0.0 X 0 0 0 ROGER G KUO TRUSTEE 0.5 0.0 X 0 0 0 SHARON LONG TRUSTEE 1.0 0.0 X 0 0 0 CHARLES MARSHALL TRUSTEE 2.0 0.0 X 0 0 0 PAMELA MATSON TRUSTEE 1.0 0.0 X 0 0 0 STEVE MCORMICK TRUSTEE 0.5 0.0 X 0 0 0 LAWRENCE MIAO TRUSTEE 0.5 0.0 X 0 0 0 MICHAEL MILLMAN TRUSTEE 0.5 0.0 X 0 0 0 HAROLD MOONEY TRUSTEE 2.0 0.0 X 0 0 0 CLAIRE NGO TRUSTEE 0.5 0.0 X 0 0 0 EMILIE MUNGER OGDEN TRUSTEE 0.5 0.0 X 0 0 0 ELIZABETH R PATTERSON TRUSTEE 0.5 0.0 X 0 0 0 GARY PINKUS TRUSTEE 0.5 0.0 X 0 0 0 WILLIAM S PRICE III TRUSTEE 0.5 0.0 X 0 0 0 MARTA SALAS-PORRAS TRUSTEE 0.5 0.0 X 0 0 0 ADAM SAVAGE TRUSTEE 0.5 0.0 X 0 0 0 ANDREW SCHWAB TRUSTEE 0.5 0.0 X 0 0 0 VIRGINIA GOSS TUSHER TRUSTEE 0.5 0.0 X 0 0 0 MICHAEL D VARNEY TRUSTEE 0.5 0.0 X 0 0 0 JEROME C VASCELLARO CHAIR 1.5 0.0 X X 0 0 0 SUMMER TOMPKINS WALKER TRUSTEE 0.5 0.0 X 0 0 0 GEISHA WILLIAMS TRUSTEE 0.5 0.0 X 0 0 0 RICHARD YORKE TRUSTEE 0.5 0.0 X 0 0 0 RON ZEFF TRUSTEE 0.5 0.0 X 0 0 0 JONATHAN FOLEY EXECUTIVE DIRECTOR 40.0 0.0 X 398674 0 319831 MIKE MCGEE CHIEF FINANCIAL OFFICER 40.0 0.0 X 339647 0 24357 ELIZABETH BABCOCK CHIEF PUBLIC ENGAGEMENT OFF 40.0 0.0 X 290997 0 35845 SHANNON BENNETT CHIEF OF SCIENCE & SUSTAINABIL 40.0 0.0 X 249624 0 13100 RAUL DEL BARCO CHIEF OF HUMAN RESOURCES 40.0 0.0 X 186388 0 18690 MELISSA FELDER CHIEF MARKETING OFFICER 40.0 0.0 X 291589 0 44555 JANET HARRIS CHIEF DEVELOPMENT OFFICER 40.0 0.0 X 311316 0 31031 IKE KWON CHIEF OPERATIONS OFFICER 40.0 0.0 X 250530 0 35199 MICHAEL COSTANZO GENERAL COUNSEL & DIR. 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SUCH ITEMS WHICH HAVE BEEN ACQUIRED THROUGH PURCHASE HAVE SIMILARLY NOT BEEN CAPITALIZED. PART III, LINE 4 WITH OVER 46 MILLION PLANT AND ANIMAL SPECIMENS, THE ACADEMY HOUSES ONE OF THE WORLD'S LARGEST RESEARCH COLLECTIONS, PROVIDING A TANGIBLE RECORD OF LIFE ON EARTH. AS TECHNOLOGY IMPROVES OUR ABILITY TO EXTRACT INFORMATION FROM THESE SPECIMENS, THEIR STUDY IS INCREASINGLY VALUABLE IN UNDERSTANDING THE ORIGINS, EVOLUTION AND CONSERVATION OF BIODIVERSITY. PART V, LINE 4 THE INTENDED USES OF THE ACADEMY'S ENDOWMENT FUNDS ARE A BALANCE BETWEEN PROVIDING CURRENT PURPOSE-RESTRICTED PROGRAM FUNDING, CURRENT OPERATING FUNDING, AND PRESERVATION OF THE ENDOWMENT TO ENSURE THE AVAILABILITY OF FUNDS FOR FUTURE OPERATIONS OF THE ACADEMY. PART XI, LINE 2D PLEDGE WRITE-OFF (414,100) PRIOR YEAR ADJUSTMENT TO REALIZED GAINS (254,238) ---------- TOTAL LINE 2D (668,338) PART XI, LINE 4B SPECIAL EVENT EXPENSES (725,432) ---------- TOTAL LINE 4B (725,432) PART XII, LINE 2D SPECIAL EVENT EXPENSES 725,432 ---------- TOTAL LINE 2D 725,432 true East Asia and the Pacific Program Services EXAMINE SPECIMENS 221504 Europe (Including Iceland and Greenland) Program Services SPECIMEN EXPEDITION 23587 Sub-Saharan Africa Program Services EXAMINE SPECIMENS 11862 Central America and the Caribbean Program Services EXAMINE SPECIMENS 8265 South America Program Services SPECIMEN EXPEDITION 3869 North America Program Services CONDUCTING WORKSHOPS 6957 276044 276045 true false true true false false PART I, LINE 2 GRANT FUNDS ALLOW STUDENTS TO TAKE UNIVERSITY COURSES SPECIFICALLY DESIGNED TO TRAIN THEM IN SPECIMEN SORTING, PREPARATION AND IDENTIFICATION. THEY PARTICIPATE, UNDER SUPERVISION, IN THE ACADEMY'S LAB ACTIVITIES. PART I, LINE 3 FOR MORE THAN 160 YEARS, THE ACADEMY HAS TRAVELED THE GLOBE, COLLECTING ALL MANNER OF ROCKS AND ORGANISMS THAT CONTINUALLY TEACH US ABOUT WHERE WE'VE COME FROM AND WHERE WE ARE GOING. DIGGING, DIVING, AND DISCOVERING, ACADEMY SCIENTISTS HAVE LED EXPEDITIONS TO DOCUMENT THE PLANET'S DIVERSE FLORA AND FAUNA. THE MADAGASCAR BIODIVERSITY CENTER (MBC) IS A MALAGASY NGO FUNDED AND MANAGED BY THE CALIFORNIA ACADEMY OF SCIENCES. THE CENTRAL MISSION OF MBC IS TO IMPROVE AND ACCELERATE INDIVIDUAL AND INSTITUTIONAL CAPACITY IN BIODIVERSITY RESEARCH IN MADAGASCAR. THE CENTER INCLUDES TRAINING FACILITIES FOR MALAGASY STUDENTS AND PROVIDES AN ENVIRONMENT WHERE MALAGASY SCIENTISTS CAN PARTICIPATE IN CONSERVATION DECISION-MAKING. MBC HAS ESTABLISHED COLLABORATIONS WITH PARC BOTANIQUE ET ZOOLOGIQUE DE TSIMBAZAZA, ASSOCIATION NATIONALE POUR LA GESTION DES AIRES PROTEGEES, AND INTERNATIONAL CONSERVATION AGENCIES IN MADAGASCAR TO ENSURE THAT OUR RESULTS WILL BE CONSIDERED AS THEY DESIGN PRIORITY AREAS, MODEL CLIMATE CHANGE, OR MANAGE LOCAL PARKS. BIG BANG GALA 2237970 2081645 156325 271622 169095 45211 122188 SUPERNATURAL 284818 186753 98065 8590 72617 7255 28853 0 2522788 2268398 254390 280212 241712 52466 151041 725431 -471041 true ASSISTANCE TO STUDENTS FOR STUDY AND RESEARCH 129 161311 PART I, LINE 2 PARTICIPANTS WORK CLOSELY WITH THEIR DEPARTMENTAL ADVISER, WHO IS REQUIRED TO SUBMIT REPORTS DESCRIBING PROJECT OUTCOMES THROUGHOUT THE TERM OF THE SCHOLARSHIP OR ASSISTANCE. X X X true true X X X X X false true false false false false false false false JONATHAN FOLEY EXECUTIVE DIRECTOR 363393 0 0 0 35281 0 93250 0 226581 0 718505 0 0 0 MIKE MCGEE CHIEF FINANCIAL OFFICER 300033 0 20000 0 19614 0 0 0 24357 0 364004 0 0 0 ELIZABETH BABCOCK CHIEF PUBLIC ENGAGEMENT OFF 272997 0 0 0 18000 0 13250 0 22595 0 326842 0 0 0 SHANNON BENNETT CHIEF OF SCIENCE & SUSTAINABIL 237596 0 0 0 12028 0 12028 0 1072 0 262724 0 0 0 RAUL DEL BARCO CHIEF OF HUMAN RESOURCES 162388 0 0 0 24000 0 9538 0 9152 0 205078 0 0 0 MELISSA FELDER CHIEF MARKETING OFFICER 278339 0 0 0 13250 0 13250 0 31305 0 336144 0 0 0 JANET HARRIS CHIEF DEVELOPMENT OFFICER 287316 0 0 0 24000 0 13250 0 17781 0 342347 0 0 0 IKE KWON CHIEF OPERATIONS OFFICER 237530 0 0 0 13000 0 13000 0 22199 0 285729 0 0 0 MICHAEL COSTANZO GENERAL COUNSEL & DIR. OF SEC. 162925 0 0 0 9131 0 9131 0 31275 0 212462 0 0 0 MARGARET LOWMAN SENIOR CURATOR 232982 0 0 0 14193 0 12539 0 17673 0 277387 0 0 0 SCOTT MORAN SENIOR DIRECTOR OF EXHIBITS 207095 0 0 0 11000 0 11000 0 12047 0 241142 0 0 0 LUIZ ROCHA CO-CHAIR BIODIVERSITY SCIENCE 201129 0 0 0 6499 0 3249 0 31292 0 242169 0 0 0 RYAN WYATT SENIOR DIRECTOR MORRISON PLANE 187693 0 0 0 9992 0 9992 0 12014 0 219691 0 0 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS MIKE MCGEE RECEIVED A ONE-TIME TRANSITION BONUS UPON HIRE THAT INCLUDED THE NET BONUS AND A TAX GROSS UP PAYMENT. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION TO MCGEE AND ARE REFLECTED ON SCHEDULE J IN COLUMNS B(II) AND B(III). HOUSING ALLOWANCE AS A CONDITION OF EMPLOYMENT, THE EXECUTIVE DIRECTOR IS REQUIRED TO RESIDE ON ACADEMY PROPERTY IN ORDER TO BE AVAILABLE FOR AFTERHOURS EMERGENCIES AND/OR BUSINESS MEETINGS; TO HOST PUBLIC RELATIONS EVENTS, AND TO ENTERTAIN POTENTIAL DONORS. PER INTERNAL REVENUE CODE SECTION 119, THE VALUE OF THIS HOUSING AND ASSOCIATED PERSONAL SERVICES ARE NOT TREATED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. EMERGENCIES AND/OR BUSINESS MEETINGS; TO HOST PUBLIC RELATIONS EVENTS, AND TO ENTERTAIN POTENTIAL DONORS. PER INTERNAL REVENUE CODE SECTION 119, THE VALUE OF THIS HOUSING AND ASSOCIATED PERSONAL SERVICES ARE NOT TREATED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. PART I, LINE 4B JONATHAN FOLEY RECEIVED NON-QUALIFIED DEFERRED COMPENSATION IN THE FORM OF EMPLOYER CONTRIBUTIONS TO A 409A RETIREMENT PLAN. THIS AMOUNT IS INCLUDED IN PART II, COLUMN (C) IN THE AMOUNT OF $80,000. A CA INFRASTRUCTURE & ECON DEVELOPMENT BANK 630304653 13033WP98 2008-07-29 281450000 SEE PART VI false false false A 0 0 281450000 0 0 180420000 3350444 0 0 97679556 0 0 2008 false true true true A false false false false 0 false false false true A false false false true true false 0 false 0 false false A true DESCRIPTION OF PURPOSE THE FOLLOWING CUSIP NUMBERS RELATE TO A SINGLE BOND ISSUE ON JULY 29, 2008; 13033WP98, 13033WQ30, 13033WQ55, 13033WQ71, 13033WQ97, AND 13033WR39. THE BOND WAS ISSUED TO PROVIDE FUNDING FOR THE FOLLOWING PURPOSES: (1) TO REFUND, IN FULL, BONDS PREVIOUSLY ISSUED IN MARCH 2003 AND FEBRUARY 2005; (2) TO CONSTRUCT AND IMPROVE MUSEUM RESEARCH AND EDUCATION FACILITIES. PART IV, LINE 2C DATE OF LAST REBATE COMPUTATION - AUGUST 17, 2016 X 22 1696078 FMV X 1 53888 FMV X 13 56951 FMV X SEE PART II X Advertising 4 300212 Market Value X Professional Services 6 85370 Market Value X Computer Hardware 2 1906718 Market Value X Materials & Supplies 3 1164 Market Value 0 false true false PART I, COLUMN B THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF ITEMS CONTRIBUTED AND NOT NECESSARILY THE TOTAL NUMBER OF CONTRIBUTIONS CONTRIBUTED. PART I, LINE 23 THE ORGANIZATION RECEIVED NONCASH CONTRIBUTIONS OF SCIENTIFIC SPECIMENS. AS ALLOWED UNDER SFAS 116, NO VALUE FOR THESE ITEMS WAS INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, BECAUSE THE ORGANIZATION DID NOT CAPITALIZE ITS COLLECTIONS. FORM 990, PART I, LINE 1 TO EXPLORE, EXPLAIN, AND SUSTAIN LIFE USING THE RESOURCES OF OUR RESEARCH INSTITUTE AQUARIUM, PLANETARIUM, NATURAL HISTORY MUSEUM, AND RAINFOREST TO SHARE SCIENTIFIC KNOWLEDGE WITH THE PUBLIC. FORM 990, PART III, LINE 1 THE CALIFORNIA ACADEMY OF SCIENCES IS DEDICATED TO EXPLORING AND EXPLAINING THE NATURAL WORLD AND ADDRESSING THE CHALLENGE OF SUSTAINABILITY THROUGH ITS SCIENTIFIC RESEARCH AND EDUCATION INITIATIVES. THROUGH EXPEDITIONS AROUND THE GLOBE AND INVESTIGATIONS IN THE LAB, ACADEMY SCIENTISTS STRIVE TO UNDERSTAND THE EVOLUTION AND INTERCONNECTEDNESS OF LIFE AND GUIDE CRITICAL CONSERVATION DECISIONS. THROUGH EXHIBITIONS, EDUCATIONAL PROGRAMS AND PARTNERSHIPS THAT ADDRESS THESE SAME TOPICS-ON-SITE, IN THE COMMUNITY, IN BIODIVERSITY HOTSPOTS AROUND THE WORLD, AND ONLINE-THE ACADEMY AIMS TO IGNITE CURIOSITY ABOUT THE NATURAL WORLD, INSPIRE AND MENTOR THE NEXT GENERATION OF SCIENTISTS AND EDUCATORS, CULTIVATE A MORE SCIENTIFICALLY LITERATE PUBLIC, AND KINDLE A COMMITMENT TO RESPONSIBLE STEWARDSHIP OF OUR PLANET. KINDLE A COMMITMENT TO RESPONSIBLE STEWARDSHIP OF OUR PLANET. FORM 990, PART III, LINE 4A EXHIBITS AND PUBLIC ENGAGEMENT: MORE THAN 750 VOLUNTEERS SUPPORT THE ACADEMY ANNUALLY, AND PROVIDE A CONNECTION BETWEEN THE DIVERSE BAY AREA COMMUNITY AND THE ACADEMYS MUSEUM, RESEARCH, AND ADMINISTRATION. THE ALL- DIGITAL MORRISON PLANETARIUM USES SCIENTIFIC DATA TO SHARE CURRENT DISCOVERIES AND PRESENT IMMERSIVE SHOWS. THE EARTHQUAKE EXHIBIT DELVES INTO THE SCIENCE OF OUR DYNAMIC PLANET AND HOW TO PREPARE FOR SEISMIC EVENTS. THE COLOR OF LIFE EXHIBIT EXPLORES THE ROLE OF COLOR IN THE NATURAL WORLD WITH VIBRANT LIVE ANIMALS, SPECIMENS, AND IMMERSIVE INTERACTIVES. "GEMS AND MINERALS UNEARTHED" SHOWCASES SPECIMENS FROM THE ACADEMYS RENOWNED GEOLOGY COLLECTION. FORM 990, PART III, LINE 4B INSTITUTE FOR BIODIVERSITY SCIENCE AND SUSTAINABILITY: THE ACADEMYS INSTITUTE FOR BIODIVERSITY SCIENCE AND SUSTAINABILITY (THE INSTITUTE) IS AT THE FOREFRONT OF EFFORTS TO UNDERSTAND TWO OF THE MOST IMPORTANT TOPICS OF OUR TIME: THE NATURE AND SUSTAINABILITY OF LIFE ON EARTH. THE INSTITUTE IS HOME TO MORE THAN 100 SCIENTISTS, STATE-OF-THE-ART FACILITIES, AND NEARLY 46 MILLION SCIENTIFIC SPECIMENS FROM AROUND THE WORLD. THE INSTITUTE ALSO LEVERAGES THE EXPERTISE AND EFFORTS OF MORE THAN 100 INTERNATIONAL ASSOCIATES AND 400 DISTINGUISHED FELLOWS. THROUGH EXPEDITIONS AROUND THE GLOBE, INVESTIGATIONS IN THE LAB, AND ANALYSIS OF VAST BIOLOGICAL DATASETS, THE INSTITUTES SCIENTISTS WORK TO UNDERSTAND THE EVOLUTION AND INTERCONNECTEDNESS OF ORGANISMS AND ECOSYSTEMS, THE THREATS THEY FACE AROUND THE WORLD, AND THE MOST EFFECTIVE STRATEGIES FOR SUSTAINING THEM INTO THE FUTURE. THROUGH INNOVATIVE PARTNERSHIPS AND PUBLIC ENGAGEMENT INITIATIVES, THEY ALSO GUIDE CRITICAL SUSTAINABILITY AND CONSERVATION DECISIONS WORLDWIDE, INSPIRE AND MENTOR THE NEXT GENERATION OF SCIENTISTS, AND FOSTER RESPONSIBLE STEWARDSHIP OF OUR PLANET. FORM 990, PART III, LINE 4C EDUCATION AND OUTREACH: THE ACADEMY IS AN INNOVATIVE LEADER IN EFFORTS TO INCREASE SCIENTIFIC AND ENVIRONMENTAL LITERACY WORLDWIDE. THE MUSEUM IS HOME TO 170 SCIENCE EDUCATORS AND COMMUNICATORS AS WELL AS MORE THAN 300 HIGHLY TRAINED DOCENTS WHO ENGAGE PEOPLE OF ALL AGES - BOTH HERE IN CALIFORNIA AND AROUND THE WORLD - IN THE SCIENTIFIC CONCEPTS AND ISSUES THAT WILL SHAPE OUR FUTURE. THROUGH INTENSIVE PARTNERSHIPS WITH SCHOOLS AND TEACHERS, INNOVATIVE PROGRAMS AND EXHIBITS FOR ALL AGES, ENGAGING ONLINE LEARNING AND DIGITAL MEDIA OFFERINGS, AND IMMERSIVE SCIENCE VISUALIZATION PRODUCTIONS, ACADEMY EDUCATORS INCREASE THE PUBLICS UNDERSTANDING AND APPRECIATION OF THE NATURAL WORLD AND INSPIRE PARTICIPANTS TO HELP SUSTAIN THE RICH DIVERSITY OF LIFE ON EARTH. AS ONE OF THE BAY AREAS LEADING CULTURAL INSTITUTIONS DEDICATED TO OPENING ITS DOORS TO THE ENTIRE COMMUNITY, THE ACADEMY OFFERS A VARIETY OF FREE AND REDUCED ADMISSION OPPORTUNITIES AND ACCESS PROGRAMS TO SERVE ALL VISITORS. FORM 990, PART III, LINE 4D AQUARIUM THE STEINHART AQUARIUM IS HOME TO 38,000 LIVE ANIMALS FROM AROUND THE WORLD AND HOSTS THE LARGEST AND DEEPEST INDOOR CORAL REEF IN THE WORLD. THE FOUR-STORY RAINFOREST HAS FREE-FLYING BIRDS AND BUTTERFLIES AND EXOTIC REPTILES AND AMPHIBIANS. AFRICAN HALL IS HOME TO A COLONY OF AFRICAN PENGUINS. MEMBERSHIP THE ACADEMYS MEMBERSHIP PROGRAM PROVIDES YEAR ROUND ACCESS TO OUR OFFERINGS TO NEARLY 50,000 HOUSEHOLDS AND MORE THAN 150,000 INDIVIDUAL MEMBERS. THROUGH THEIR MONTHLY AND ANNUAL GIFTS, MEMBERS SUPPORT THE ACADEMYS MISSION TO EXPLORE, EXPLAIN AND EXPLAIN LIFE ON EARTH. ON AVERAGE, ACADEMY MEMBERS VISIT BETWEEN TWO AND THREE TIMES A YEAR, PARTICIPATING IN OUR PUBLIC PROGRAMS, EXPLORING THE ICONIC EXHIBITS, SUCH AS THE STEINHART AQUARIUM AND RAINFOREST, ATTENDING WORKSHOPS AND LECTURES, AND SHARING THE EXPERIENCE WITH THEIR FRIENDS AND FAMILIES. A SIGNIFICANT NUMBER OF THE ACADEMYS MEMBERS HAVE BEEN A PART OF THE ACADEMY FAMILY FOR MANY GENERATIONS. FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED BY PRICEWATERHOUSECOOPERS LLP ("PWC"), BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. PRIOR TO FILING WITH THE IRS, THE FORM 990 IS DISTRIBUTED TO THE TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, LINE 12C PERSONS COVERED: THE CODE OF CONDUCT, CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY SHALL APPLY TO THE CONDUCT OF ANY "INTERESTED PERSON,ANY TRANSACTION OR ARRANGEMENT WITH AN "INTERESTED PERSON." AN "INTERESTED PERSON" IS A TRUSTEE, AN OFFICER, AN EXECUTIVE DIRECTOR, A HIGHLY COMPENSATED EMPLOYEE, A SUBSTANTIAL CONTRIBUTOR OR A MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT "FINANCIAL INTEREST". DETERMINATION OF CONFLICTS: ANY QUESTIONS WITH REGARD TO A PARTICULAR CIRCUMSTANCE OR OCCURRENCE SHOULD BE ADDRESSED TO THE CHAIR OF THE AUDIT COMMITTEE, WHO MAY CONSULT WITH LEGAL COUNSEL AS APPROPRIATE. ACTUAL CONFLICTS REVIEWED: AS SOON AS IS PRACTICABLE AFTER DETERMINING THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD SHALL DELIBERATE THE MATTER, AND THE POTENTIALLY INTERESTED PERSON, AFTER SUPPLYING SUCH INFORMATION AS THE BOARD SHALL REQUEST, SHALL RECUSE HIMSELF OR HERSELF. RESTRICTIONS IMPOSED: REQUIRE THAT THE INTERESTED PERSON LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT MAY CREATE THE CONFLICT OF INTEREST. FORM 990, PART VI, LINE 15A EXECUTIVE DIRECTOR, JONATHAN FOLEY'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY. INCREASES IN PAY ARE RECOMMENDED CONSISTENT WITH GUIDELINES FOR ALL STAFF. THE CHAIRMAN OF THE BOARD RECOMMENDS AN INCREASE FOR THE EXECUTIVE DIRECTOR. THIS RECOMMENDATION IS BASED ON COMPENSATION DATA, PREPARED BY THE ORGANIZATION'S ATTORNEYS. COMPENSATION DATA MAY INCLUDE A COMPENSATION SURVEY BY THE HAY GROUP AND 990 ORGANIZATIONS. FORM 990, PART VI, LINE 15B THE PERFORMANCE AND COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR RECOMMENDS INCREASES THAT ARE CONSISTENT WITH THE GUIDELINES FOR THE REST OF STAFF AND REVIEWS THESE RECOMMENDATIONS WITH THE CHAIRMAN OF THE BOARD. COMPENSATION STUDIES FOR THESE POSITIONS MAY BE CONDUCTED BY THE HAY GROUP TO PROVIDE SUPPORT FOR RECOMMENDATIONS. FORM 990, PART VI, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN THE VALUE OF CHARITABLE TRUST $ 268,251 PLEDGE WRITE-OFF $(414,100) ----------- TOTAL LINE 4B $(145,849)