NEW ENGLAND AQUARIUM CORPORATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND AQUARIUM CORPORATION (EIN 04-2297514)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-18
- IRS object ID
- 201802619349300215
- Schema version
- 2017v2.3
- 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 G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-18T08:53:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042297514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 6179735200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | P ERIC KRAUSS | PersonNm |
| Person Title | EVP, COO & CFO | PersonTitleTxt |
| Phone | 6179735200 | PhoneNum |
| Signature | 2018-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2018-09-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-13 | IPDt |
| IP Tm | 07:13:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6EBF32EC077803D5773B28E578504B4367373832 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | P ERIC KRAUSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,477,286 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEAQ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE NEW ENGLAND AQUARIUM SEEKS TO BE A CATALYST FOR GLOBAL CHANGE IN PROTECTING THE OCEANS THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH AND ADVOCACY FOR VITAL AND VIBRANT OCEANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 482 | TotalEmployeeCnt |
| Total Volunteers | 1231 | TotalVolunteersCnt |
| Total Gross UBI | $5,237,798 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $426,034 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,409,423 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,429,726 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,193,578 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,011,988 | CYProgramServiceRevenueAmt |
| PY Investment Income | $729,055 | PYInvestmentIncomeAmt |
| CY Investment Income | $819,770 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,886,864 | PYOtherRevenueAmt |
| CY Other Revenue | $10,087,395 | CYOtherRevenueAmt |
| PY Total Revenue | $49,218,920 | PYTotalRevenueAmt |
| CY Total Revenue | $46,348,879 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,942,362 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,481,253 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $136,873 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $132,193 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,650,464 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,958,070 | PYOtherExpensesAmt |
| CY Other Expenses | $26,898,007 | CYOtherExpensesAmt |
| PY Total Expenses | $45,057,305 | PYTotalExpensesAmt |
| CY Total Expenses | $46,511,453 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,161,615 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$162,574 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,707,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,553,450 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,716,021 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,885,885 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,991,376 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,667,565 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NEW ENGLAND AQUARIUM SEEKS TO BE A CATALYST FOR GLOBAL CHANGE IN PROTECTING THE OCEANS THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH AND ADVOCACY FOR VITAL AND VIBRANT OCEANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,991,387 | ExpenseAmt |
| Revenue | $27,110,041 | RevenueAmt |
| Desc | EXHIBITION: THE AQUARIUM IS A MASSACHUSETTS CHAPTER 180 NON-PROFIT CORPORATION FORMED FOR THE PURPOSE OF OPERATING A PUBLIC AQUARIUM IN BOSTON, MASSACHUSETTS. THE MISSION OF THE AQUARIUM IS TO BE A CATALYST FOR GLOBAL CHANGE THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH AND ADVOCACY FOR VITAL AND VIBRANT OCEANS. IN ADDITION TO ITS EXHIBITS, THE AQUARIUM OPERATES AN IMAX THEATER, GIFT SHOP, CAFE, CATERED EVENTS, EDUCATION PROGRAMS AND SPONSORED PROGRAMMING IN MARINE RESEARCH, CONSERVATION AND EDUCATION. THE AQUARIUM RELIES ON ADMISSIONS REVENUE, RETAIL SALES TO ITS VISITORS AND PRIVATE GIFTS AND GRANTS FOR THE MAJORITY OF ITS OPERATIONS. THESE REVENUES AND SUPPORT ARE PRIMARILY DERIVED FROM VISITORS AND DONORS FROM THE GREATER BOSTON AREA, THE NEW ENGLAND REGION AND TOURISTS TO THE CITY.OUR RECENT FOCUS HAS BEEN ON VISITOR EXPERIENCE IMPROVEMENTS AND FUTURE EXHIBIT PLANNING; ENHANCING OUR EDUCATION AND STEWARDSHIP PROGRAMS; AND IMPLEMENTING A NEW STRATEGIC PLAN. THE CENTERPIECE OF OUR NEW STRATEGIC PLAN WAS THE CREATION IN 2016 OF THE ANDERSON CABOT CENTER FOR OCEAN LIFE AT THE NEW ENGLAND AQUARIUM, WHICH LEVERAGES AND EXPANDS THE AQUARIUM'S INNOVATIVE APPLIED MARINE SCIENCE AND DATA-DRIVEN CONSERVATION SOLUTIONS TO COMBAT THE UNPRECENTED THREAT TO OUR OCEANS REPRESENTED BY CLIMATE CHANGE AND OTHER HUMAN ACTIVITIES. WE OPENED THE SCIENCE OF SHARKS EXHIBIT IN APRIL, WHICH HIGHLIGHTS SCIENCE AND CONSERVATION ISSUES RELATED TO SHARKS, INCLUDING THE WORK OF ANDERSON CABOT CENTER RESEARCHERS. VISITOR EVALUATION RESULTS FOR THIS EXHIBIT HAVE BEEN VERY POSITIVE, WITH 43% OF VISITORS CITING A POSITIVE CHANGE IN THEIR PERCEPTION OF SHARKS, AND 49% REPORTING THAT THEY ARE VERY LIKELY TO INCREASE WHAT THEY DO TO HELP SHARKS AND THE OCEAN AS A RESULT OF VISITING THE EXHIBIT. SMALLER EXHIBIT PROJECTS INCLUDED A NEW CLIMATE CHANGE EXHIBIT IN THE BLUE PLANET ACTION CENTER, A RIO NEGRO EXHIBIT IN THE FRESHWATER GALLERY, A NEW ANDERSON CABOT CENTER DISPLAY IN THE LOBBY, RAISING THE GLASS-VIEWING WALL IN THE MARINE MAMMAL CENTER, AND CONCRETE FLOOR REPAIRS TO TWO EXHIBIT BAYS.WE LED A CROSS-INSTITUTION EFFORT TO DEVELOP AN EXHIBIT MASTER PLAN, INCLUDING A CROSS-DEPARTMENT PLANNING TEAM AND A 40-PERSON WORKSHOP. THE PLAN INCLUDES A "ROAD MAP" FOR RECOMMENDED CHANGES OVER THE NEXT 5-10 YEARS, AS WELL AS A DATABASE OF EXISTING CONDITIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,809,738 | ExpenseAmt |
| Revenue | $3,283,815 | RevenueAmt |
| Desc | ANDERSON CABOT CENTER FOR OCEAN LIFE: THE NEW ENGLAND AQUARIUM OFFICIALLY LAUNCHED THE ANDERSON CABOT CENTER FOR OCEAN LIFE AT THE NEW ENGLAND AQUARIUM IN JUNE 2016 TO MANAGE ITS MARINE RESEARCH AND CONSERVATION EFFORTS. IN THE FIRST HALF OF 2016, OUR FOCUS WAS ON DEVELOPING INFRASTRUCTURE FOR THE NEW ANDERSON CABOT CENTER, INCLUDING THE APPOINTMENT OF DR. JOHN MANDELMAN AS VICE PRESIDENT AND SENIOR SCIENTIST. IN THE LATTER PART OF THE YEAR, WE COMMENCED A STRATEGIC IMPLEMENTATION PLANNING PROCESS FOR THE ANDERSON CABOT CENTER, WHICH CONTINUED THROUGH THE EARLY PART OF 2017. THE ANDERSON CABOT CENTER HAS CONTINUED TO FOCUS ON BUILDING AND STRENGTHENING ITS OPERATING AND PROGRAMMATIC CAPACITY TO CARRY OUT ITS STRATEGIC GROWTH PLAN, WHILE CONTINUING TO EXECUTE ON EXISTING GRANTS AND PROJECTS.-A TEAM OF ANDERSON CABOT CENTER RESEARCH SCIENTISTS TRAVELED TO HALIFAX, NOVA SCOTIA FOR THE ANNUAL NORTH ATLANTIC RIGHT WHALE ("NARW") CONSORTIUM MEETING AND THE BIENNIAL CONFERENCE FOR THE SOCIETY OF MARINE MAMMALOGY. OUR TEAM PLAYED A LEADERSHIP ROLE SPEARHEADING AN INTERNATIONAL COALITION TO TAKE ACTION TO CURB THE SUDDEN AND EXTREME MORTALITY RATE FOR THE NARW THIS PAST YEAR. -ANDERSON CABOT CENTER AND AQUARIUM LEADERSHIP CONSTRUCTED THE FIRST SET OF GUIDELINES AROUND INSTITUTIONAL MARINE POLICY ENGAGEMENT STRATEGIES AND DECISION-MAKING WITH HELP FROM OCEAN POLICY CONSULTANT JEAN FLEMMA. -DR. LIZ BURGESS RECEIVED A CHRISTINE STEVENS WILDLIFE AWARD FROM THE ANIMAL WELFARE INSTITUTE TO VALIDATE AND APPLY FECAL THYROID HORMONE ASSAYS FOR FLORIDA MANATEES. ALONG WITH ALREADY DEVELOPED STRESS HORMONE ASSAYS, THIS APPROACH WILL ENABLE US TO EXAMINE EFFECTS OF BOTH NATURAL FACTORS AFFECTING MANATEES (COLD AND NUTRITIONAL STRESS) AND IMPACTS OF HUMAN ACTIVITIES. -DR. ROZ ROLLAND AND COLLEAGUES PUBLISHED A PAPER IN ENDANGERED SPECIES RESEARCH SHOWING HIGH LEVELS OF FECAL STRESS HORMONES IN RIGHT WHALES CHRONICALLY ENTANGLED IN FISHING GEAR, WHICH IS DIRECT EVIDENCE OF SEVERE PHYSICAL TRAUMA EXPERIENCED BY ENTANGLED WHALES. WE APPLIED THE SAME METHOD TO HELP DETERMINE THE TIMELINE OF DEATH IN SEVERAL RIGHT WHALES THAT DIED THIS SUMMER IN THE GULF OF ST. LAWRENCE FROM SHIP-STRIKES AND FISHING GEAR ENTANGLEMENT.-DR. JEFF KNEEBONE AND COLLABORATORS COMPLETED FIELDWORK AND DATA COLLECTION FOR TWO RESEARCH STUDIES WITH THE GOAL OF IMPROVING THE MANAGEMENT AND CONSERVATION OF THORNY SKATE, AN IMPERILED SPECIES IN THE GULF OF MAINE. -DR. SCOTT KRAUS RELEASED A NEW PUBLICATION BASED UPON THE LONG-TERM RIGHT WHALE CATALOG WORK THAT SHOWS THAT THE POPULATION HAS BEEN DECLINING SINCE 2011.-THE FIRST TEXTBOOK DEDICATED TO THE VETERINARY MANAGEMENT OF SEA TURTLES, SEA TURTLE HEALTH AND REHABILITATION WAS RELEASED IN AUGUST 2017. THE TEXT BOOK WAS CO-EDITED AND CO-AUTHORED BY AQUARIUM VETERINARIAN, DR. CHARLES INNIS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,629,531 | ExpenseAmt |
| Revenue | $938,273 | RevenueAmt |
| Desc | EDUCATION: FOR NEARLY 50 YEARS, THE AQUARIUM HAS PROVIDED LIFE-CHANGING EDUCATIONAL EXPERIENCES FOR PEOPLE OF ALL AGES, FROM A CHILD TOUCHING A SEA STAR TO AN ADULT LEARNING HOW HIS/HER DAILY ACTIONS CAN AFFECT THE OCEAN. THE AQUARIUM'S EDUCATIONAL IMPACT IS BROAD AND EVER EXPANDING. FROM TODDLERS TO RETIREES, FROM THE HEART OF BOSTON, ACROSS NEW ENGLAND AND AROUND THE WORLD, OUR DIVERSE AUDIENCES HAVE EXPERIENCES THEY WILL NEVER FORGET.THE AQUARIUM'S EDUCATION PROGRAMS WORK DIRECTLY WITH THE CITY AND OTHER PARTNERS TO IDENTIFY AND FILL NEEDS AND TO DRAW ON OUR DISTINCTIVE ROLE AS AN URBAN GATEWAY TO OCEAN SCIENCE. WE ARE HELPING TO FILL THE "OPPORTUNITY GAP" IN STEM EDUCATION FOR UNDERSERVED YOUTH IN BOSTON THROUGH PROGRAMS IN SCHOOL, AFTER SCHOOL, AND DURING THE SUMMER. - WE INCREASED OUR PRESENCE IN THE COMMUNITIES OF BOSTON AND CAMBRIDGE WITH EDUCATION ACTIVITIES AT 91 EVENTS, REACHING NEARLY 28,000 YOUTH AND ADULTS. - WE FORMED A TEACHER ADVISORY COUNCIL TO IMPROVE OUR ABILITY TO PROVIDE RELEVANT EDUCATIONAL RESOURCES, TOOLS AND OPPORTUNITIES TO SUPPORT K-12 EDUCATORS. - YOUTH PROGRAMS CONTINUE TO BE IN HIGH DEMAND, WITH STRONG ENROLLMENT AND WAITLISTS. HARBOR DISCOVERIES SUMMER CAMP WAS AT FULL CAPACITY. - WE EXPANDED THE MARINE BIOLOGISTS IN TRAINING ("MBIT") PROGRAM TO INCLUDE FIELDWORK AND ADDITIONAL SESSIONS. - THE NEW ENGLAND OCEAN SCIENCE EDUCATION COLLABORATIVE ("NEOSEC"), HOSTED BY THE AQUARIUM, PROVIDED PROFESSIONAL DEVELOPMENT TO INFORMAL EDUCATORS THROUGHOUT THE REGION ON AFTERSCHOOL COACHING FOR RURAL EDUCATORS AND NAAEE GUIDELINES FOR EXCELLENCE IN ENVIRONMENTAL EDUCATION.OUR NATIONAL NETWORK FOR OCEAN AND CLIMATE CHANGE INTERPRETATION ("NNOCCI") NETWORK GREW TO INCLUDE 400 COLLEAGUES FROM 170 INSTITUTIONS IN 38 STATES DURING 2017. NNOCCI WAS PROFILED IN EDUCATION WEEK AND RECEIVED TOP AWARDS IN AN NSF-SPONSORED STEM VIDEO SHOWCASE. IN ADDITION TO CONTINUING STUDY CIRCLE TRAINING FOR INFORMAL EDUCATORS, WE PROVIDED INTRODUCTORY NNOCCI WORKSHOPS FOR BOARD MEMBERS AND W2O MEMBERS.WE INITIATED TWO NEW PROJECTS ON BUILDING COMMUNITY CLIMATE RESILIENCE IN THE BOSTON AREA (EAST BOSTON, CHELSEA, LYNN, AND HULL) WITH $1M OF FUNDING FROM NSF AND NOAA. THESE EFFORTS BUILD ON OUR NNOCCI WORK, AND ARE INTEGRATED WITH ADDITIONAL COMMUNITY OUTREACH EFFORTS TO INCREASE OUR PRESENCE AND PARTNERSHIPS IN THESE COMMUNITIES.WE SUCCESSFULLY LAUNCHED THE EPA-FUNDED PEACH PROGRAM, WHICH BUILDS ON OUR LIVE BLUE SERVICE PROGRAMS TO INCREASE CAPACITY OF PARTNER ENVIRONMENTAL ORGANIZATIONS TO ENGAGE YOUTH AND ADULT VOLUNTEERS IN NEW AND INNOVATIVE HABITAT RESTORATION PROJECTS. LIVE BLUE AMBASSADORS ENGAGED 190 YOUTH PARTICIPANTS IN WORKING WITH 11 PARTNER ENVIRONMENTAL ORGANIZATIONS. THE LIVE BLUE SERVICE CORPS ALSO CONTINUES TO GROW, ENGAGING 358 ADULT PARTICIPANTS IN 161 EVENTS SUCH AS QUAHOG SEEDING, WATER CHESTNUT REMOVAL, TRASH CLEANUP, AND OUTREACH EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,970,832 | ExpenseAmt |
| Revenue | $529,456 | RevenueAmt |
| Desc | OTHER - THE AQUARIUM IS A PIONEER IN RESCUE AND REHABILITATION OF CERTAIN MARINE MAMMALS AND OTHER SPECIES. DURING THE WINTER OF 2017, WE RESCUED AND REHABILITATED STRANDED SEA TURTLES (PRIMARILY KEMP'S RIDLEY TURTLES) RESULTING FROM COLD STUNNING. WE CONTINUED TO WORK WITH OUR PARTNERS AT BOSTON HARBOR CRUISES ("BHC") TO OFFER THE NEW ENGLAND AQUARIUM WHALE WATCH, OPERATED BY BHC. THIS COMBINED EFFORT HAS GENERATED INCREASED WHALE WATCH ATTENDANCE AND EXPANDED SIGNIFICANTLY THE REACH OF OUR WHALE CONSERVATION PROGRAMMING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,970,832 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $529,456 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $40,401,488 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 482 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA A WONG | PersonNm |
| Phone | 6172262140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MILK STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID ALTSHULER | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA BURGESS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS R BURTON III | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA N CABOT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JARED A CHASE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA EISENSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL S EVANS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN GOODERMOTE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA K HAZARD | ||||||||
| TRUSTEE/INTERIM CEO | 20.00 | 0.00 | Yes (X) | $50,019 | $0 | $0 | Yes (X) | |
| KATHLEEN G HEALY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA D HUMPHREY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLASS E KARP | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISTAR LOWE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT H PAGE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN C PEACHER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY T RENNER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DUNCAN W RICHARDSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN SKERRY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $20,000 | $0 | $0 | ||
| PETER O WILDE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BECHHOFER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER D LEVENTHAL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND F MUI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY F PETERS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MALIZ E BEAMS | ||||||||
| INTERIM, PRESIDENT/CEO | 20.00 | 0.00 | Yes (X) | $57,865 | $0 | $0 | Yes (X) | |
| NIGELLA M HILLGARTH | ||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | $178,750 | $0 | $5,376 | Yes (X) | ||
| P ERIC KRAUSS | ||||||||
| EVP, CFO & COO | 39.00 | 1.00 | $245,859 | $0 | $40,555 | Yes (X) | ||
| WILLIAM S SPITZER | ||||||||
| VP PROGRAMS AND EXHIBITS | 40.00 | 0.00 | $203,239 | $0 | $57,554 | Yes (X) | ||
| JANE WOLFSON | ||||||||
| VP MARKETING & COMM. | 40.00 | 0.00 | $207,123 | $0 | $24,533 | Yes (X) | ||
| SCOTT D KRAUS | ||||||||
| VP, SENIOR SCIENCE ADVISOR | 40.00 | 0.00 | $183,449 | $0 | $25,522 | Yes (X) | ||
| MARK F SMITH | ||||||||
| VP ANIMAL CARE | 40.00 | 0.00 | $170,824 | $0 | $29,538 | Yes (X) | ||
| ANN PERRY | ||||||||
| VP HUMAN RESOURCES | 40.00 | 0.00 | $149,415 | $0 | $48,703 | Yes (X) | ||
| JOHN W MANDELMAN | ||||||||
| VP ANDERSON CABOT CTR. OCEAN LIFE | 40.00 | 0.00 | $120,684 | $0 | $39,462 | Yes (X) | ||
| ROBIN A ELKINS | ||||||||
| VP DEVELOPMENT | 40.00 | 0.00 | $63,886 | $0 | $8,056 | Yes (X) | ||
| PATRICIA WONG | ||||||||
| DIRECTOR OF FINANCE & CONTROLLER | 40.00 | 0.00 | $126,798 | $0 | $40,718 | Yes (X) | ||
| ROBERT P LOYOT | ||||||||
| DIRECTOR OF IT | 40.00 | 0.00 | $121,733 | $0 | $27,753 | Yes (X) | ||
| ROSALIND M ROLLAND | ||||||||
| DIRECTOR OF OCEAN HEALTH | 40.00 | 0.00 | $114,149 | $0 | $23,917 | Yes (X) | ||
| AMY WHITEHEAD | ||||||||
| MAJOR GIFTS OFFICER | 40.00 | 0.00 | $120,213 | $0 | $7,348 | Yes (X) | ||
| GLENN D REMICK | ||||||||
| DIR, PROJ MGMT, EXHB & PL | 40.00 | 0.00 | $108,896 | $0 | $773 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,242,902 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $379,808 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTERPLATE | |||||
| ONE INDEPENDENCE POINTS | GREENVILLE | SC | 29306 | FOOD VENDOR | $2,446,195 |
| C & W FACILITY SERVICES INC | |||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 60672 | CLEANING COMPANY | $1,227,592 |
| CONNELLY PARTNERS LLC | |||||
| 46 WALTHAM ST | BOSTON | MA | 02118 | ADVERTISING AGENCY | $914,339 |
| HALLSMITH SYSCO | |||||
| 99 SPRING STREET | PLYMPTON | MA | 02367 | FOOD VENDOR | $781,274 |
| ARTHUR J GALLAGHER RISK MANAGEMENT SERV | |||||
| PO BOX 9001025 | LOUISVILLE | KY | 40290 | INSURANCE | $471,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,907,639 | MembershipDuesAmt |
| All Other Contributions | $4,522,087 | AllOtherContributionsAmt |
| Noncash Contributions | $740,432 | NoncashContributionsAmt |
| Total Contributions | $8,429,726 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $22,789,900 | $22,789,900 |
| RESEARCH, CONSERVATION, ED. | 900099 | $4,222,088 | $4,222,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,011,988 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $487,769 | TotalRevenueColumnAmt |
| Exclusion | $487,769 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,251,638 | SecuritiesAmt |
| Other | $2,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,922,137 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $329,501 | SecuritiesAmt |
| Other | $2,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,001 | TotalRevenueColumnAmt |
| Exclusion | $332,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $12,646,336 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,206,270 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,440,066 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,202,268 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,237,798 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES | 900099 | $1,117,873 | $1,117,873 |
| CORPORATE SPONSORSHIP | 900099 | $467,615 | $467,615 |
| MISCELLANEOUS INCOME | 900099 | $61,841 | $61,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,647,329 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,348,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,861,585 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,237,798 | UnrelatedBusinessRevenueAmt |
| Exclusion | $819,770 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,735,451 | TotalAmt |
| Program Services | $746,244 | ProgramServicesAmt |
| Management And General | $711,535 | ManagementAndGeneralAmt |
| Fundraising | $277,672 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,336,511 | TotalAmt |
| Program Services | $11,202,670 | ProgramServicesAmt |
| Management And General | $1,600,381 | ManagementAndGeneralAmt |
| Fundraising | $533,460 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,786 | TotalAmt |
| Program Services | $267,781 | ProgramServicesAmt |
| Management And General | $38,254 | ManagementAndGeneralAmt |
| Fundraising | $12,751 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,927,715 | TotalAmt |
| Program Services | $2,459,280 | ProgramServicesAmt |
| Management And General | $351,326 | ManagementAndGeneralAmt |
| Fundraising | $117,109 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,790 | TotalAmt |
| Program Services | $976,743 | ProgramServicesAmt |
| Management And General | $139,535 | ManagementAndGeneralAmt |
| Fundraising | $46,512 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,934 | TotalAmt |
| Program Services | $38,585 | ProgramServicesAmt |
| Management And General | $5,512 | ManagementAndGeneralAmt |
| Fundraising | $1,837 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,650 | TotalAmt |
| Program Services | $82,866 | ProgramServicesAmt |
| Management And General | $11,838 | ManagementAndGeneralAmt |
| Fundraising | $3,946 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,193 | TotalAmt |
| Fundraising | $132,193 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,758,207 | TotalAmt |
| Program Services | $3,156,893 | ProgramServicesAmt |
| Management And General | $450,985 | ManagementAndGeneralAmt |
| Fundraising | $150,329 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,308,395 | TotalAmt |
| Program Services | $1,072,884 | ProgramServicesAmt |
| Management And General | $183,175 | ManagementAndGeneralAmt |
| Fundraising | $52,336 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,505,741 | TotalAmt |
| Program Services | $1,264,823 | ProgramServicesAmt |
| Management And General | $180,689 | ManagementAndGeneralAmt |
| Fundraising | $60,229 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,950,783 | TotalAmt |
| Program Services | $3,950,783 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,143 | TotalAmt |
| Program Services | $163,080 | ProgramServicesAmt |
| Management And General | $23,297 | ManagementAndGeneralAmt |
| Fundraising | $7,766 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,459 | TotalAmt |
| Program Services | $51,626 | ProgramServicesAmt |
| Management And General | $7,375 | ManagementAndGeneralAmt |
| Fundraising | $2,458 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,493 | TotalAmt |
| Program Services | $418,493 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,805,765 | TotalAmt |
| Program Services | $4,805,765 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,797 | TotalAmt |
| Program Services | $486,189 | ProgramServicesAmt |
| Management And General | $69,456 | ManagementAndGeneralAmt |
| Fundraising | $23,152 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COST OF GRANTS AND CONT | $3,444,340 | $3,444,340 | ||
| CUSTODIAL SERVICES | $1,150,214 | $966,179 | $138,026 | $46,009 |
| SUPPLIES | $1,106,291 | $929,284 | $132,755 | $44,252 |
| IMAX FILM FEES | $933,621 | $933,621 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,537,174 | TotalAmt |
| Program Services | $2,983,359 | ProgramServicesAmt |
| Management And General | $415,362 | ManagementAndGeneralAmt |
| Fundraising | $138,453 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,511,453 | TotalAmt |
| Program Services | $40,401,488 | ProgramServicesAmt |
| Management And General | $4,459,501 | ManagementAndGeneralAmt |
| Fundraising | $1,650,464 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,608 | BOYAmt |
| EOY | $1,291,329 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,688,453 | BOYAmt |
| EOY | $1,909,272 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,035,502 | BOYAmt |
| EOY | $745,601 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,509 | BOYAmt |
| EOY | $181,660 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,048 | BOYAmt |
| EOY | $794,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $117,891,455 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,197,269 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,256,350 | BOYAmt |
| EOY | $52,694,186 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,428,568 | BOYAmt |
| EOY | $23,368,823 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,364,359 | BOYAmt |
| EOY | $2,568,232 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,707,397 | BOYAmt |
| EOY | $83,553,450 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,964,181 | BOYAmt |
| EOY | $6,836,714 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,418,636 | BOYAmt |
| EOY | $3,386,106 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,333,204 | BOYAmt |
| EOY | $20,663,065 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,716,021 | BOYAmt |
| EOY | $30,885,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,470,943 | BOYAmt |
| EOY | $35,046,238 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,332,504 | BOYAmt |
| EOY | $11,219,534 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,187,929 | BOYAmt |
| EOY | $6,401,793 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,991,376 | BOYAmt |
| EOY | $52,667,565 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,707,397 | BOYAmt |
| EOY | $83,553,450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$162,574 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,200,455 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$361,692 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,533,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,149,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,419,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,409,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,429,726 | CurrentTaxYearAmt |
| Total | $40,941,638 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,533,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,149,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,419,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,409,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,429,726 | CurrentTaxYearAmt |
| Total | $40,941,638 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,251,157 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,690,481 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $416,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $537,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $502,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,769 | CurrentTaxYearAmt |
| Total | $2,431,296 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $302,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $427,034 | CurrentTaxYearAmt |
| Total | $729,821 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,150,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,314,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,355,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,603,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,585,488 | CurrentTaxYearAmt |
| Total | $7,009,449 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,112,204 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $127,200,619 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $44,860,989 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $44,860,989 | 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 | $48,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $28,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $76,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Vl EOY | $288,231 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,579,132 | BeginningYearBalanceAmt |
| Contributions | $14,991 | ContributionsAmt |
| Investment Earnings Or Losses | $2,302,359 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $123,456 | OtherExpendituresAmt |
| End Year Balance | $20,773,026 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,345,419 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,355,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $126,660 | OtherExpendituresAmt |
| End Year Balance | $18,579,132 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,770,232 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$298,014 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $128,799 | OtherExpendituresAmt |
| End Year Balance | $17,345,419 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,400,300 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $491,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $128,200 | OtherExpendituresAmt |
| End Year Balance | $17,770,232 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,184,900 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,341,300 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $132,900 | OtherExpendituresAmt |
| End Year Balance | $17,400,300 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39910 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30820 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,235 | OtherCostOrOtherBasisAmt |
| Book Value | $50,235 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,228,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,569,287 | DepreciationAmt |
| Book Value | $39,659,505 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,200,233 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,942,775 | DepreciationAmt |
| Book Value | $3,257,458 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,741,013 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,288,228 | DepreciationAmt |
| Book Value | $8,452,785 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,671,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,396,979 | DepreciationAmt |
| Book Value | $1,274,203 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,694,186 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,702,639 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,200,455 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $298,727 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,854,578 | OtherRevenueAmt |
| Revenue Not Reported | $5,353,760 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,348,879 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,348,879 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $51,037,279 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $298,727 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $4,227,099 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,525,826 | ExpensesNotReportedAmt |
| Expenses Subtotal | $46,511,453 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,511,453 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO GENERATE EARNINGS TO SUPPORT VARIOUS MISSION RELATED PROGRAMS (PER INTENT OF NAMED ENDOWMENT FUND) AND GENERAL ADMINISTRATION. |
| PART X, LINE 2: | THE AQUARIUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE AQUARIUM HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE AQUARIUM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE AQUARIUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS FOLLOWING THE DATE OF FILING THE RELATED RETURN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 4,206,270. MARINE LIFE CENTER REVENUE 10,000. LOSS ON VALUATION OF PENSION LIABILITY -11,773. NET CHANGE IN BENEFICIAL TRUST 198,873. LOSS ON VALUATION OF NON-QUALIFIED PENSION LIABILITY -95,792. PLEDGE WRITE OFF -450,000. FUND 300-20 EXPENSE -3,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 4,206,270. MARINE LIFE CENTER EXPENSES 20,829. |
| SCHEDULE D, PART V: | ROW 1A, COLUMN (D) TIES TO THE 12/31/2013 FINANCIAL STATEMENTS, WHICH WERE PREPARED WITH ROUNDED NUMBERS. THE 12/31/2014 FINANCIAL STATEMENT FORMAT WAS CHANGED TO USE UNROUNDED NUMBERS. AS THE 12/31/2013 END OF YEAR BALANCE DOES NOT TIE TO THE 12/31/2014 BALANCE IN THE FINANCIAL STATEMENTS, FOR SCHEDULE D, PART V, WE HAVE TIED THE END OF YEAR BALANCE IN COLUMN (E), ROW G TO COLUMN (D) ROW 1A, AND NETTED THE VARIANCE IN COLUMN (D), ROW 1C. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTSMARKETING SERVICES INC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 KING ST EAST STE 500 | AddressLine1Txt |
| City | TORONTO | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | M5A 4L5 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $265,001 | GrossReceiptsAmt |
| Retained By Contractor | $132,170 | RetainedByContractorAmt |
| Net To Organization | $132,831 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $265,001 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $132,170 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $132,831 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIGELLA M HILLGARTH | ||||||||||||||
| PRESIDENT & CEO | $90,460 | $0 | $24,000 | $0 | $64,290 | $0 | $2,207 | $0 | $3,169 | $0 | $184,126 | $0 | $0 | $0 |
| P ERIC KRAUSS | ||||||||||||||
| EVP, CFO & COO | $224,455 | $0 | $20,000 | $0 | $1,404 | $0 | $5,200 | $0 | $35,355 | $0 | $286,414 | $0 | $0 | $0 |
| WILLIAM S SPITZER | ||||||||||||||
| VP PROGRAMS AND EXHIBITS | $201,835 | $0 | $0 | $0 | $1,404 | $0 | $30,812 | $0 | $26,742 | $0 | $260,793 | $0 | $0 | $0 |
| JANE WOLFSON | ||||||||||||||
| VP MARKETING & COMM. | $205,719 | $0 | $0 | $0 | $1,404 | $0 | $8,517 | $0 | $16,016 | $0 | $231,656 | $0 | $0 | $0 |
| SCOTT D KRAUS | ||||||||||||||
| VP, SENIOR SCIENCE ADVISOR | $182,144 | $0 | $0 | $0 | $1,305 | $0 | $14,956 | $0 | $10,566 | $0 | $208,971 | $0 | $0 | $0 |
| MARK F SMITH | ||||||||||||||
| VP ANIMAL CARE | $169,555 | $0 | $0 | $0 | $1,269 | $0 | $5,380 | $0 | $24,158 | $0 | $200,362 | $0 | $0 | $0 |
| ANN PERRY | ||||||||||||||
| VP HUMAN RESOURCES | $148,314 | $0 | $0 | $0 | $1,101 | $0 | $21,961 | $0 | $26,742 | $0 | $198,118 | $0 | $0 | $0 |
| JOHN W MANDELMAN | ||||||||||||||
| VP ANDERSON CABOT CTR. OCEAN LIFE | $119,804 | $0 | $0 | $0 | $880 | $0 | $15,304 | $0 | $24,158 | $0 | $160,146 | $0 | $0 | $0 |
| PATRICIA WONG | ||||||||||||||
| DIRECTOR OF FINANCE & CONTROLLER | $125,837 | $0 | $0 | $0 | $961 | $0 | $16,519 | $0 | $24,199 | $0 | $167,516 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | NIGELLA M. HILLGARTH, PRESIDENT AND CHIEF EXECUTIVE OFFICER ("CEO"), RECEIVED SEVERANCE PAYMENTS, WHICH WAS THE EQUIVALENT OF APPROXIMATELY 13 WEEKS OF CURRENT PAY LESS STATUTORY DEDUCTIONS PAID ON A NORMAL PAY SCHEDULE. |
| PART I, LINE 7 | THE CHIEF OPERATING & FINANCIAL OFFICER ("COO/CFO"), RECEIVED PAYMENTS DURING 2018 OF 2017 DEFERRED COMPENSATION, WHICH WERE APPROVED BY THE BOARD OF TRUSTEES. THE 2017 DEFERRED COMPENSATION REPRESENTED PERFORMANCE BONUSES NOT CONTINGENT UPON ACHIEVING A PREDETERMINED FINANCIAL GOAL. BOTH NIGELLA M. HILLGARTH, PRESIDENT & CEO ("CEO"), AND THE CHIEF OPERATING & FINANCIAL OFFICER ("COO/CFO") RECEIVED PAYMENTS DURING 2017 OF 2016 DEFERRED COMPENSATION WHICH WERE APPROVED BY THE BOARD OF TRUSTEES. THE 2016 DEFERRED COMPENSATION REPRESENTED PERFORMANCE BONUSES NOT CONTINGENT UPON ACHIEVING A PREDETERMINED FINANCIAL GOAL. THE MAJOR GIFTS OFFICER RECEIVED A RETENTION BONUS TO REMAIN ACTIVELY EMPLOYED THROUGH A SET DATE. THE VP OF DEVELOPMENT RECEIVED A SIGN-ON BONUS PAYABLE WITHIN 60 DAYS OF HER START DATE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM ISSUE SERIES 2012 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042297514 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2012-11-01 | BondIssuedDt |
| Issue Price | $19,730,000 | IssuePriceAmt |
| Purpose | SEE SCHEDULE O | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $19,385,000 | RetiredAmt |
| Total Proceeds | $19,730,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $345,000 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: NEW ENGLAND AQUARIUM ISSUE SERIES 2012 DATE THE REBATE COMPUTATION WAS PERFORMED: 11/01/2017 |
| SCHEDULE K, PART VI | THE PURPOSE OF THIS BOND ISSUE WAS TO REFINANCE THE OUTSTANDING PRINCIPAL AMOUNT OF A LOAN MADE BY THE MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO THE ORGANIZATION FROM THE PROCEEDS OF THE AUTHORITY'S REVENUE BONDS, NEW ENGLAND AQUARIUM ISSUE SERIES 2007. A PORTION OF THE PROCEEDS OF THIS BOND ISSUE WAS ALSO USED TO PAY COSTS OF ISSUING THE BOND. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MICROSOFT SOFTWARE | 1 | $525,135 | FMV |
| Yes (X) | CONTRIBUTED ITEMS FOR AQUARIUM EVENT | 48 | $215,297 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN PART I, COLUMN (B), REPRESENTS THE NUMBER OF CONTRIBUTIONS OF GIFTS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS BUT DOES NOT HAVE STOCKHOLDERS. MEMBERSHIP AT THE AQUARIUM PROVIDES LIMITED BENEFITS SUCH AS UNLIMITED VISITATION TO OUR EXHIBITS AND DISCOUNTS AT THE CAFE, GIFT SHOP AND IMAX THEATER FOR A PERIOD OF 1 YEAR. MEMBERSHIP IS A MEANS OF PROVIDING MUCH NEEDED FINANCIAL SUPPORT TO THE ORGANIZATION AND EXPOSING PEOPLE TO OUR MISSION. HOWEVER, MEMBERSHIP DOES NOT PROVIDE ENTITLEMENTS OR RIGHTS SUCH AS ELECTING INDIVIDUALS TO THE GOVERNING BODY, ANY INFLUENCE IN ESTABLISHING POLICIES, PROCEDURES OR MANAGERIAL ACTIONS OR AN OWNERSHIP STAKE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY MANAGEMENT AND REVIEWED BY INDEPENDENT PUBLIC ACCOUNTANTS. ONCE THE DOCUMENT IS CONSIDERED READY FOR REVIEW, COPIES (EXCLUDING SCHEDULE B) ARE DISTRIBUTED TO THE MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AT LEAST ONE WEEK PRIOR TO A PREVIOUSLY SCHEDULED MEETING TO REVIEW IT. SCHEDULE B IS NOT INCLUDED FOR REVIEW IN ORDER TO RESPECT DONOR CONFIDENTIALITY AS REQUESTED BY SEVERAL DONORS. IN ADDITION TO THE FORM 990, MANAGEMENT PREPARES AND DISTRIBUTES A SUMMARY OF KEY ELEMENTS CONTAINED IN THE FORM 990 TO FACILITATE THE REVIEW. A COPY OF FORM 990-T IS ALSO PROVIDED ALONG WITH A BREAKOUT OF THE VARIOUS BUSINESS ACTIVITIES THAT HAVE BEEN IDENTIFIED AS GENERATING UNRELATED BUSINESS INCOME. DURING THE MEETING, MANAGEMENT LEADS THE COMMITTEE THROUGH THE SUMMARY DOCUMENT, PAUSING TO ADDRESS QUESTIONS AND FACILITATE DISCUSSION AS NECESSARY. THE TAX PROFESSIONAL FROM THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM WHO REVIEWED THE DOCUMENT IS ALSO PRESENT AND PARTICIPATES IN THE REVIEW SESSION. MINUTES OF THE MEETING ARE PREPARED AND RETAINED AS A RECORD. ANY CHANGES RESULTING FROM THE REVIEW ARE INCORPORATED IN THE FORM 990 AND THE COMMITTEE CHAIR DISTRIBUTES THAT DOCUMENT (EXCLUDING SCHEDULE B, WHICH IS REDACTED TO HONOR THE REQUEST FOR CONFIDENTIALITY OF SEVERAL DONORS) TO THE FULL BOARD OF TRUSTEES WITH HIS/HER COMMENTS BEFORE IT IS FILED. THE FULL BOARD IS TYPICALLY GIVEN A WEEK TO TEN DAYS TO COMMENT PRIOR TO IT BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY, ALONG WITH A CERTIFICATION AND DESCRIPTION PAGE, TO OFFICERS, TRUSTEES AND SELECT MIDDLE MANAGEMENT EMPLOYEES. THEY ARE TO COMPLETE AND RETURN THE CERTIFICATION THAT THEY DO NOT HAVE ANY CONFLICT OF INTEREST OR DISCLOSE WHAT CONFLICTS THEY MAY HAVE. MANAGEMENT MONITORS THE RECEIPT OF THESE CERTIFICATIONS TO ENSURE THAT ALL ARE RETURNED AND MAINTAINED ON FILE. CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED AND A DETERMINATION IS MADE ON WHAT ACTION, IF ANY, MUST BE TAKEN TO PRESERVE GENERALLY ACCEPTED GOVERNING PRINCIPLES AND AVOID REAL AND/OR PERCEIVED CONFLICTS WHEN THE INDIVIDUAL IS EXPECTED TO VOTE OR MAKE A BUSINESS DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIR OF THE BOARD OF TRUSTEES ANNUALLY APPOINTS A COMPENSATION COMMITTEE TO REVIEW AND MAKE RECOMMENDATIONS TO THE BOARD OF TRUSTEES CONCERNING THE BASE COMPENSATION AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE CEO AND COO/CFO. THE BOARD OF TRUSTEES (OR, PURSUANT TO DELEGATED AUTHORITY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, IF THE DECISIONS ARE MADE BETWEEN MEETINGS OF THE FULL BOARD OF TRUSTEES) THEN REVIEWS AND MAKES FINAL DETERMINATIONS ON SALARY AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE CEO AND COO/CFO. THE BOARD OF TRUSTEES ALSO REVIEWS AND APPROVES ANY MAJOR CHANGES IN THE BENEFIT PLANS THAT ARE APPLICABLE TO THE CEO AND COO/CFO. THE BOARD OF TRUSTEES TAKES INTO CONSIDERATION THE CEO'S EVALUATION OF THE COO/CFO'S PERFORMANCE IN DETERMINING THE SALARY AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE COO/CFO. IT IS THE ORGANIZATION'S POLICY TO PROVIDE DIRECT COMPENSATION PROGRAMS AND POTENTIAL EARNING OPPORTUNITIES WHICH REFLECT THE RELATIVE SIZE AND PERFORMANCE OF THE ORGANIZATION IN THE INDUSTRY SEGMENT OF WHICH IT IS A PART AND WHICH ACCOMPLISH THE ORGANIZATION'S MISSION AND TAX-EXEMPT PURPOSE WITHOUT CAUSING ANY PART OF THE ORGANIZATION'S NET EARNINGS TO INURE TO THE PRIVATE BENEFIT OF AN INDIVIDUAL. SIMULTANEOUSLY, THE POLICY SUPPORTS THE CHALLENGES FACED BY THE ORGANIZATION BY PROVIDING INCREASED PAY-FOR-PERFORMANCE OPPORTUNITIES TO THE CEO AND COO/CFO. THE COMPENSATION COMMITTEE CARRIES OUT THIS POLICY ON AN ANNUAL BASIS OR AS A NEED ARISES. THE COMMITTEE IS PROVIDED THE FOLLOWING INFORMATION BY THE VICE PRESIDENT OF HUMAN RESOURCES OF THE ORGANIZATION: RELEVANT LOCAL MARKET COMPENSATION DATA FOR THE CEO AND COO/CFO FROM PUBLISHED SURVEYS OF OTHER ORGANIZATIONS. FORM 990 COMPENSATION DATA FOR THE RELEVANT POSITIONS AT OTHER TAX-EXEMPT ORGANIZATIONS OF COMPARABLE SIZE AND COMPLEXITY BOTH WITHIN AND OUTSIDE THE CULTURAL INSTITUTIONAL SEGMENT. COMPENSATION DATA OF CEOS AND COO/CFOS OBTAINED THROUGH A NATIONAL NETWORK OF AQUARIA HUMAN RESOURCE PROFESSIONALS. COMPENSATION DATA OF CEOS AND COO/CFOS OBTAINED THROUGH A LOCAL NETWORK OF CULTURAL INSTITUTION HUMAN RESOURCE PROFESSIONALS. THE COMPENSATION COMMITTEE REVIEWS THE INFORMATION PROVIDED AND VOTES TO: SET BASE SALARY, ANNUAL BONUS AWARDS AND BONUS PERFORMANCE CRITERIA, IN LIGHT OF MARKET DATA AND THE CEO'S AND COO/CFO'S BACKGROUND, EXPERIENCE, SKILLS, AND JOB PERFORMANCE. THE COMPENSATION COMMITTEE THEN RECOMMENDS WHAT IT HAS APPROVED TO THE BOARD OF TRUSTEES (OR THE EXECUTIVE COMMITTEE ACTING ON BEHALF OF THE BOARD OF TRUSTEES) FOR FINAL REVIEW AND APPROVAL. THE 2017 BASE SALARY AND BONUS OPPORTUNITIES FOR THE CEO AND COO/CFO WERE DETERMINED BY THE BOARD OF TRUSTEES BASED ON RECOMMENDATIONS BY THE COMPENSATION COMMITTEE. THE ACTUAL BONUSES PAID IN 2018 FOR 2017 PERFORMANCE TO THE COO/CFO WERE DETERMINED BY THE BOARD OF TRUSTEES BASED ON RECOMMENDATIONS BY THE COMPENSATION COMMITTEE CONCERNING THE ATTAINMENT OF THE BONUS GOALS ESTABLISHED AND APPROVED IN 2017. SUMMARIES OF ALL DISCUSSIONS AND DELIBERATIONS CONCERNING COMPENSATION FOR THE COO/CFO ARE DOCUMENTED AND PROVIDED TO THE VICE PRESIDENT OF HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC BY REQUESTING THEM IN WRITING OR IN PERSON TO NEW ENGLAND AQUARIUM, CENTRAL WHARF, BOSTON, MA 02110. THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AS WELL AS UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS ON VALUATION OF PENSION LIABILITY -11,773. LOSS ON VALUATION OF NON-QUALIFIED PENSION LIABILITY -95,792. NET CHANGE IN BENEFICIAL TRUST 198,873. PLEDGE WRITE OFF -450,000. FUND 300-20 EXPENSE -3,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM MARINE LIFE CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MILK STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223334951 | EIN |
| Primary Activities | ESTABLISH & MAINTAIN A CTR FOR THE RESCUE, TREATMENT & REHAB OF MARINE ANIM | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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