SHEDD AQUARIUM SOCIETY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHEDD AQUARIUM SOCIETY (EIN 36-2167918)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201741289349302409
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T16:12:32-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEDD AQUARIUM SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHED | BusinessNameControlTxt |
| Phone | 3126923114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOYCE M SIMON | PersonNm |
| Person Title | EXEC VP/CFO/TREASURER/SECRETAR | PersonTitleTxt |
| Phone | 3126923114 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LU ANN TRAPP | PreparerPersonNm |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.31 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 13:25:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BA51EFB22CB4ED4B0BD23583E4B63B1B5E498DEE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIDGET C COUGHLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $119,025,615 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHEDDAQUARIUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE SHEDD AQUARIUM SOCIETY OPERATES A PUBLIC AQUARIUM TO ENCOURAGE THE CONNECTION BETWEEN ANIMALS AND GUESTS THROUGH EXHIBITS AND EDUCATION PROGRAMS WITH THE GOAL OF PROMOTING AQUATIC CONSERVATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 56 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 55 | VotingMembersIndependentCnt |
| Total Employee | 717 | TotalEmployeeCnt |
| Total Volunteers | 844 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,351,694 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,712,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,535,864 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,287,973 | CYProgramServiceRevenueAmt |
| PY Investment Income | $859,808 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,257,975 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,503,396 | PYOtherRevenueAmt |
| CY Other Revenue | $2,405,627 | CYOtherRevenueAmt |
| PY Total Revenue | $61,250,762 | PYTotalRevenueAmt |
| CY Total Revenue | $55,148,030 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $68,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $208,719 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,367,527 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,510,230 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,691,835 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,674,533 | PYOtherExpensesAmt |
| CY Other Expenses | $30,286,312 | CYOtherExpensesAmt |
| PY Total Expenses | $57,110,560 | PYTotalExpensesAmt |
| CY Total Expenses | $58,005,261 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,140,202 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,857,231 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $382,193,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $391,464,194 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,146,632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,745,582 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $349,046,478 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $358,718,612 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AT SHEDD AQUARIUM, ANIMALS CONNECT YOU TO THE LIVING WORLD, INSPIRING YOU TO MAKE A DIFFERENCE. OUR EXHIBITS AND LEARNING PROGRAMS ENCOURAGE PEOPLE TO SUPPORT CONSERVATION EFFORTS THAT PROTECT WILDLIFE AND THEIR HABITATS AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,705,854 | ExpenseAmt |
| Grant | $30,485 | GrantAmt |
| Revenue | $35,893,883 | RevenueAmt |
| Desc | CONSERVATION EDUCATION: SHEDD AQUARIUM HAS WELCOMED MORE THAN 100 MILLION GUESTS TO THE WONDERS OF THE AQUATIC WORLD SINCE OPENING ITS DOORS IN 1930. THE AQUARIUM IS COMMITTED TO BEING ONE OF CHICAGO'S MOST ACCESSIBLE CULTURAL INSTITUTIONS, OFFERING ILLINOIS RESIDENT DISCOUNT DAYS THROUGHOUT THE YEAR, AS WELL AS DAILY DISCOUNTS FOR CHICAGO RESIDENTS, STUDENTS AND SENIOR CITIZENS, AND FREE ADMISSION FOR TEACHERS, POLICE AND FIRE PERSONNEL, AND ACTIVE-DUTY MILITARY. INSIDE THE AQUARIUM WALLS, A SUITE OF IMPACTFUL GUEST ENGAGEMENTS, INCLUDING LIVING EXHIBITS AND EXTRAORDINARY EXPERIENCES BEHIND THE SCENES, CREATE MEMORABLE CONNECTIONS TO ANIMALS, WHILE MILLIONS OF ADDITIONAL LEARNERS WORLDWIDE MAKE VIRTUAL CONNECTIONS THROUGH SHEDD'S EDUCATIONAL ONLINE PLATFORMS. THE AQUARIUM ALSO SHARES SHEDD'S MISSION BY TELLING ACCESSIBLE, MEANINGFUL STORIES WITH THE PUBLIC THROUGH PUBLIC RELATIONS AND MARKETING EFFORTS DEVELOPED THROUGH THE INTEGRATION OF CONSERVATION, LEARNING, ANIMAL CARE AND GUEST EXPERIENCE. A PROACTIVE LEADER AND RESOURCE FOR IMMERSIVE SCIENCE EDUCATION OPPORTUNITIES, SHEDD OFFERS PROGRESSIVE, RELEVANT AND ENGAGING PROGRAMS THAT INSPIRE - CREATING A GREATER UNDERSTANDING AND APPRECIATION FOR WILDLIFE AND ENVIRONMENTAL STEWARDSHIP. SHEDD STAFF MEMBERS CONDUCT AFTERSCHOOL PROGRAMS, LABS AND WORKSHOPS, AND WEEKLONG CITIZEN SCIENCE PROGRAMS FOR TEENS IN THE GREAT LAKES AND ABOARD ITS RESEARCH VESSEL, THE CORAL REEF II IN THE BAHAMAS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,041,801 | ExpenseAmt |
| Desc | ANIMAL CARE: SHEDD AQUARIUM IS HOME TO THE WORLD'S LARGEST AND MOST DIVERSE AQUATIC COLLECTIONS - MORE THAN 32,500 ANIMALS REPRESENTING OVER 1,500 SPECIES. A GLOBAL LEADER IN ANIMAL CARE, SHEDD'S TRAINING AND HUSBANDRY PROGRAMS SUPPORT ONSITE RESEARCH EFFORTS THAT CONTRIBUTE TO THE GROWING SCIENTIFIC BODY OF KNOWLEDGE ABOUT THOSE SPECIES IN THE WILD. ADDITIONALLY, SHEDD'S VETERINARIANS ARE AQUATIC MEDICINE PIONEERS WHO ARE ADVANCING THE FIELDS OF PREVENTIVE MEDICINE, AGING CARE, AND CONSERVATION MEDICINE WHILE PROVIDING WORLD-CLASS MEDICAL CARE THAT FURTHER EXPANDS UNDERSTANDING OF HOW TO SUPPORT HEALTHY ANIMAL POPULATIONS IN AQUARIUMS AND IN THE WILD. SHEDD'S ANIMAL CARE EXPERTISE ALSO LENDS ITSELF TO CRISIS RESPONSE AROUND THE WORLD. AS A NATIONALLY-RECOGNIZED LEADER IN RESCUE AND REHABILITATION, THE AQUARIUM HAS HELPED ANIMALS IN NEED FOR DECADES. SHEDD FREQUENTLY ACTS AS A PARTNER AND ADVISOR TO STATE AND FEDERAL GOVERNMENT AGENCIES, AND FELLOW ZOOS AND AQUARIUMS SEEKING ADVICE ABOUT REHOMING ORPHANED OR INJURED WILDLIFE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,164,815 | ExpenseAmt |
| Grant | $178,234 | GrantAmt |
| Desc | CONSERVATION SCIENCE AND RESEARCH: SHEDD IS LOCATED IN CHICAGO, BUT ITS RESEARCH IS WORLDWIDE. ITS HUSBANDRY, VETERINARY AND CONSERVATION PROGRAMS ARE GROUNDED IN RESEARCH THAT SUPPORTS HEALTHY ANIMALS AT SHEDD AND VIBRANT WILD POPULATIONS AROUND THE WORLD. SHEDD'S CONSERVATION RESEARCH PROGRAMS WORK TO MAXIMIZE BIODIVERSITY WHILE PRESERVING LOCAL LIVELIHOODS, AND FIELD RESEARCHERS OFTEN WORK SIDE-BY-SIDE WITH CITIZEN SCIENTISTS TO CONSERVE WILDLIFE AND HABITATS FOR FUTURE GENERATIONS. THE AQUARIUM'S WORK INCLUDES MORE THAN TWO DECADES OF RESEARCH ON BAHAMIAN ROCK IGUANAS, ONE OF THE WORLD'S MOST CRITICALLY ENDANGERED LIZARDS, AS WELL AS STUDIES OF ENDANGERED ARAPAIMA IN GUYANA, QUEEN CONCH AND GROUPER IN THE BAHAMAS, AND SEAHORSES IN SOUTHEAST ASIA. CLOSER TO HOME, SHEDD'S GREAT LAKES RESEARCH FOCUSES ON HIGH PRIORITY WILDLIFE AND HABITAT CONSERVATION ISSUES; THE AQUARIUM'S APPLIED STUDIES SUPPORT LOCAL AND REGIONAL AGENCIES IN DEVELOPING SOUND MANAGEMENT PLANS THAT CAN PROTECT THIS TREASURED NATIONAL RESOURCE. ONSITE, SHEDD'S STATE-OF-THE-ART FACILITIES AND ANIMAL CARE EXPERTS SERVE AS RESOURCES FOR RESEARCH PARTNERS IN CHICAGO AND AROUND THE UNITED STATES. ONSITE RESEARCH PROVIDES VALUABLE BIOLOGICAL AND BEHAVIORAL INFORMATION THAT INFORMS UNDERSTANDING OF SPECIES WHICH ARE NEARLY IMPOSSIBLE TO STUDY IN THE WILD. IN ADDITION TO SHARING WHAT IT LEARNS WITH THE SCIENTIFIC COMMUNITY, SHEDD'S ONSITE WORK CONTRIBUTES TO ITS OWN FIELD RESEARCH, SUCH AS HEALTH ASSESSMENTS OF WILD ALASKAN BELUGA WHALES AND EFFORTS TO SAVE SHARKS FROM LIFE-THREATENING STRESS RESPONSES FROM ENVIRONMENTAL AND ANTHROPOGENIC STRESSORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,912,470 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | 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 | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 717 | 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 | 56 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 55 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE M SIMON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126923114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TED BEATTIE | ||||||||
| SPECIAL ADVISOR/FORMER PRES. & CEO | 45.00 | Yes (X) | Yes (X) | $898,170 | $0 | $27,454 | ||
| BRIDGET COUGHLIN | ||||||||
| TRUSTEE, PRES, & CEO(STARTING 4/16) | 45.00 | Yes (X) | Yes (X) | $283,766 | $0 | $39,751 | ||
| PETER J BENSEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W BURKE SR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL J CARBONE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J CHASE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH HARTIGAN CONNELLY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EUGENE M CUMMINGS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT L DILLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L EPSTEIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD E ERWIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TYRONE C FAHNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH N GARVEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENT W GLEDHILL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| H JOHN GILBERTSON JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDERS GUSTAFSSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRETT J HART | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WALLACE L HEAD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KYM M HUBBARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN A KENNEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD L KEYSER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS N KING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J KOO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE E KREBS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL J KREBS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA LAPIETRA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STUART LARKINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE K LEE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW LEVIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA M LIVINGSTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL E MAYBERRY MCKISSACK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW MCNALLY V | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY L MILLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J JAY MILLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WADE D MIQUELON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN E MORRISON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER J OATES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN L O'CONNOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE B PERKINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GINEVRA REED RALPH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY H SACHS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F SANDNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID P SCHARF | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RODD M SCHREIBER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY S SEARLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD D SEMPLE JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA L SIMON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX SINGLA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY S SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GUY E SNYDER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN J SOLOMON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACY SOUDER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C STEERS JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE L WARNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REEVE BYRON WAUD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE WELLER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA SIMS WILSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE SIMON | ||||||||
| EXECUTIVE VP/CFO/TREASURER/SECRETARY | 45.00 | Yes (X) | $342,516 | $0 | $27,223 | |||
| MIKE DELFINI | ||||||||
| COO/EXECUTIVE VP | 45.00 | $323,202 | $0 | $35,671 | Yes (X) | |||
| ROGER GERMANN | ||||||||
| FORMER EXECUTIVE VICE PRESIDENT | 45.00 | $237,496 | $0 | $18,413 | Yes (X) | |||
| JENNIFER BARYL | ||||||||
| SENIOR VICE PRESIDENT | 45.00 | $225,794 | $0 | $18,767 | Yes (X) | |||
| TIMOTHY BINDER | ||||||||
| EXECUTIVE VICE PRESIDENT | 45.00 | $197,669 | $0 | $23,448 | Yes (X) | |||
| MEGHAN CURRAN | ||||||||
| SENIOR VICE PRESIDENT | 45.00 | $191,386 | $0 | $17,345 | Yes (X) | |||
| NANCY ANSCHEL | ||||||||
| SENIOR VICE PRESIDENT | 45.00 | $201,627 | $0 | $23,080 | Yes (X) | |||
| SANDY MAREK | ||||||||
| SENIOR VICE PRESIDENT | 45.00 | $195,118 | $0 | $31,069 | Yes (X) | |||
| ROBERT WENGEL | ||||||||
| VICE PRESIDENT | 45.00 | $189,358 | $0 | $31,331 | Yes (X) | |||
| CHERYL MELL | ||||||||
| SENIOR VICE PRESIDENT | 45.00 | $181,814 | $0 | $17,492 | Yes (X) | |||
| ERIC ARNQUIST | ||||||||
| VICE PRESIDENT | 45.00 | $165,022 | $0 | $21,787 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,632,938 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $332,831 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | 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 |
|---|---|---|---|---|---|
| MBUY | |||||
| 600 W CHICAGO AVE | CHICAGO | IL | 60654 | ADVERTISING | $1,539,072 |
| MONTERREY SECURITY CONSULTANT | |||||
| 2232 S BLUE ISLAND AVENUE | CHICAGO | IL | 60608 | SECURITY SERVICES | $1,032,775 |
| ONX ENTERPRISE SOLUTIONS | |||||
| 600 EAST DIEHL | NAPERVILLE | IL | 60563 | IT CONSULTING | $850,665 |
| KIMCOEUREST SERVICES INC | |||||
| 13028 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | CLEANING SERVICES | $670,223 |
| KOBOTECH | |||||
| 8 S MICHIGAN AVE STE 810 | CHICAGO | IL | 60603 | EVENT PLANNING | $576,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,232,079 | MembershipDuesAmt |
| Fundraising | $695,000 | FundraisingAmt |
| Government Grants | $4,381,004 | GovernmentGrantsAmt |
| All Other Contributions | $8,404,322 | AllOtherContributionsAmt |
| Noncash Contributions | $1,081,219 | NoncashContributionsAmt |
| Total Contributions | $16,712,405 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMISSIONS | 900099 | $34,505,605 | $34,505,605 | |
| FOOD SERVICE | 722210 | $1,361,208 | $1,361,208 | |
| EDUCATIONAL PROGRAMS | 900099 | $1,266,153 | $1,266,153 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $122,125 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $32,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,287,973 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $482,483 | TotalRevenueColumnAmt |
| Exclusion | $482,483 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,939,255 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $379,053 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,560,202 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,560,202 | TotalRevenueColumnAmt |
| Exclusion | $2,560,202 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,637,760 | SecuritiesAmt |
| Other | $505,127 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,133,726 | SecuritiesAmt |
| Other | $749,619 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,495,966 | SecuritiesAmt |
| Other | -$244,492 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,740,458 | TotalRevenueColumnAmt |
| Exclusion | -$1,740,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $305,590 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $695,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $615,187 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$309,597 | TotalRevenueColumnAmt |
| Exclusion | -$309,597 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $155,022 | TotalRevenueColumnAmt |
| Exclusion | $155,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $155,022 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,148,030 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,893,883 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,541,742 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,409 | TotalAmt |
| Program Services | $129,409 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,310 | TotalAmt |
| Program Services | $79,310 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,908,069 | TotalAmt |
| Program Services | $707,944 | ProgramServicesAmt |
| Management And General | $1,384,915 | ManagementAndGeneralAmt |
| Fundraising | $815,210 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,770,327 | TotalAmt |
| Program Services | $14,411,900 | ProgramServicesAmt |
| Management And General | $3,129,652 | ManagementAndGeneralAmt |
| Fundraising | $1,228,775 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,563 | TotalAmt |
| Program Services | $564,516 | ProgramServicesAmt |
| Management And General | $190,075 | ManagementAndGeneralAmt |
| Fundraising | $93,972 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,494,239 | TotalAmt |
| Program Services | $2,394,798 | ProgramServicesAmt |
| Management And General | $735,104 | ManagementAndGeneralAmt |
| Fundraising | $364,337 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,489,032 | TotalAmt |
| Program Services | $990,644 | ProgramServicesAmt |
| Management And General | $333,455 | ManagementAndGeneralAmt |
| Fundraising | $164,933 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,073,744 | TotalAmt |
| Program Services | $2,001,294 | ProgramServicesAmt |
| Management And General | $59,132 | ManagementAndGeneralAmt |
| Fundraising | $13,318 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,786 | TotalAmt |
| Management And General | $274,786 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,869 | TotalAmt |
| Management And General | $63,869 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,880 | TotalAmt |
| Management And General | $19,880 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,964 | TotalAmt |
| Management And General | $198,964 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,503,786 | TotalAmt |
| Program Services | $2,344,069 | ProgramServicesAmt |
| Management And General | $795,928 | ManagementAndGeneralAmt |
| Fundraising | $363,789 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,777,995 | TotalAmt |
| Program Services | $1,776,495 | ProgramServicesAmt |
| Fundraising | $1,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,781,430 | TotalAmt |
| Program Services | $2,227,955 | ProgramServicesAmt |
| Management And General | $247,779 | ManagementAndGeneralAmt |
| Fundraising | $305,696 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,494 | TotalAmt |
| Program Services | $579,300 | ProgramServicesAmt |
| Management And General | $582,808 | ManagementAndGeneralAmt |
| Fundraising | $70,386 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,644,291 | TotalAmt |
| Program Services | $1,562,414 | ProgramServicesAmt |
| Management And General | $69,353 | ManagementAndGeneralAmt |
| Fundraising | $12,524 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,366 | TotalAmt |
| Program Services | $675,873 | ProgramServicesAmt |
| Management And General | $154,871 | ManagementAndGeneralAmt |
| Fundraising | $124,622 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,690 | TotalAmt |
| Program Services | $48,007 | ProgramServicesAmt |
| Management And General | $30,762 | ManagementAndGeneralAmt |
| Fundraising | $6,921 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,495 | TotalAmt |
| Program Services | $571,842 | ProgramServicesAmt |
| Fundraising | $5,653 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,006,911 | TotalAmt |
| Program Services | $11,506,596 | ProgramServicesAmt |
| Management And General | $418,046 | ManagementAndGeneralAmt |
| Fundraising | $82,269 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,975 | TotalAmt |
| Program Services | $43,304 | ProgramServicesAmt |
| Management And General | $429,671 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIR AND MAINTENANCE | $1,305,186 | $1,250,921 | $48,526 | $5,739 |
| FOOD SERVICE EXPENSE | $525,865 | $525,865 | ||
| MISCELLANEOUS EXPENSE | $475,700 | $303,524 | $149,993 | $22,183 |
| PROFESSIONAL DEVELOPMEN | $309,885 | $216,490 | $83,387 | $10,008 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,005,261 | TotalAmt |
| Program Services | $44,912,470 | ProgramServicesAmt |
| Management And General | $9,400,956 | ManagementAndGeneralAmt |
| Fundraising | $3,691,835 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,819,130 | BOYAmt |
| EOY | $21,464,352 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,006,617 | BOYAmt |
| EOY | $1,308,866 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,324,947 | BOYAmt |
| EOY | $1,544,545 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,133,547 | BOYAmt |
| EOY | $932,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $293,683,986 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $163,767,583 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,439,041 | BOYAmt |
| EOY | $129,916,403 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,941,547 | BOYAmt |
| EOY | $35,731,099 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,097,253 | BOYAmt |
| EOY | $199,271,454 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,431,028 | BOYAmt |
| EOY | $1,294,771 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,193,110 | BOYAmt |
| EOY | $391,464,194 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,290,211 | BOYAmt |
| EOY | $6,710,614 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915,491 | BOYAmt |
| EOY | $794,674 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,945,000 | BOYAmt |
| EOY | $21,374,958 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,995,930 | BOYAmt |
| EOY | $3,865,336 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,146,632 | BOYAmt |
| EOY | $32,745,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,731,373 | BOYAmt |
| EOY | $295,669,702 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,099,946 | BOYAmt |
| EOY | $48,798,162 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,215,159 | BOYAmt |
| EOY | $14,250,748 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,046,478 | BOYAmt |
| EOY | $358,718,612 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,193,110 | BOYAmt |
| EOY | $391,464,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,857,231 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,063,366 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $466,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,935,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,722,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,804,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,252,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,635,253 | CurrentTaxYearAmt |
| Total | $67,350,480 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,010,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,020,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,079,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,099,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,077,152 | CurrentTaxYearAmt |
| Total | $20,287,635 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,946,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,742,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,884,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,351,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,712,405 | CurrentTaxYearAmt |
| Total | $87,638,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $87,638,115 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,568,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,308,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,610,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,234,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,421,738 | CurrentTaxYearAmt |
| Total | $28,143,283 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $143,021 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $333,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $234,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,022 | CurrentTaxYearAmt |
| Total | $1,086,397 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $117,010,816 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $183,645,362 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $7,483 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $12,397 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $19,880 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE AQUARIUM DEVOTED PART OF ITS LOBBYING ACTIVITIES TO MONITORING AND COMMUNICATING WITH THE FEDERAL, STATE AND LOCAL LEGISLATORS AND AGENCIES IN AN EFFORT TO FURTHER INITIATIVES WHICH MIGHT BENEFIT THE AQUARIUM. IN ADDITION TO MINIMAL EMPLOYEE TIME ALLOCATED TO LOBBYING, THE AQUARIUM PAID AN OUTSIDE CONSULTANT FOR THEIR LOBBYING SERVICES AND THE AQUARIUM SUPPORTED LOBBYING EFFORTS IN RELATION TO THE MUSEUM IN THE PARK COALITION IN SUPPORT OF THESE ACTIVITIES IN 2016. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $203,736,411 | BeginningYearBalanceAmt |
| Contributions | $8,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,596,548 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $214,340,959 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,734,912 | BeginningYearBalanceAmt |
| Contributions | $365,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,363,501 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $203,736,411 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $205,251,592 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,483,320 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $209,734,912 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $177,008,134 | BeginningYearBalanceAmt |
| Contributions | $8,563,094 | ContributionsAmt |
| Investment Earnings Or Losses | $19,680,364 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $205,251,592 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $152,794,627 | BeginningYearBalanceAmt |
| Contributions | $5,034,711 | ContributionsAmt |
| Investment Earnings Or Losses | $19,178,796 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $177,008,134 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.72370 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21590 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,197,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,933,389 | DepreciationAmt |
| Book Value | $55,264,130 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,406,793 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,884,604 | DepreciationAmt |
| Book Value | $54,522,189 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,799,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,949,590 | DepreciationAmt |
| Book Value | $15,849,559 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,280,525 | OtherCostOrOtherBasisAmt |
| Book Value | $4,280,525 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $129,916,403 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE CAPITAL | $195,226,078 | F |
| INTEREST IN REAL ASSET FUNDS | $215,749 | F |
| GLOBAL FIXED INCOME | $3,829,627 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $199,271,454 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED POST-RETIREMENT BENEFIT | Desc |
| Amt | $3,865,336 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,865,336 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $68,472,671 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,063,366 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,460,240 | OtherRevenueAmt |
| Revenue Not Reported | $13,523,606 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,949,065 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $198,964 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $198,964 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,148,029 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $58,800,537 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $994,240 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $994,240 | ExpensesNotReportedAmt |
| Expenses Subtotal | $57,806,297 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $198,964 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $198,964 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $58,005,261 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | LIVE ANIMAL INVENTORY THE COSTS OF PURCHASING OR COLLECTING LIVE ANIMALS ARE EXPENSED AS INCURRED. DONATED SPECIMENS ARE NOT VALUED AND, THEREFORE, ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. |
| PART III, LINE 4: | THE AQUARIUM HOUSES ONE OF THE LARGEST AND MOST DIVERSE COLLECTIONS OF LIVE AQUATIC ANIMALS IN THE WORLD. CURRENTLY, THIS INCLUDES 836 SPECIES OF FISHES AND 276 SPECIES OF INVERTEBRATES. IN ADDITION THERE ARE OVER 47 SPECIES OF REPTILES, 29 SPECIES OF AMPHIBIANS, 8 SPECIES OF MAMMALS AND 8 SPECIES OF BIRDS. ALTOGETHER, THE COLLECTIONS INCLUDE 1,800 FISHES AND INVERTEBRATES FROM 80 PROTECTED SPECIES. ABOUT 1,700 OF THESE ANIMALS ARE OFF-EXHIBIT FOR BREEDING PURPOSES. |
| PART V, LINE 4: | THE INTENDED USES OF THE ENDOWMENT ARE TO FUND GENERAL OPERATIONS, EDUCATIONAL PROGRAMS, CONSERVATION ACTIVITIES AND SPECIAL PROJECTS. |
| PART X, LINE 2: | INCOME TAX LIABILITIES OR BENEFITS ARE RECOGNIZED AT THE TIME SUCH AMOUNTS HAVE BEEN INCURRED AND ARE REASONABLY ESTIMABLE. ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE TAX LIABILITIES ARE RECORDED AS INCOME TAX EXPENSE. THE SOCIETY BELIEVES IT HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS OR LIABILITIES AT DECEMBER 31, 2016 AND 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS 615,187. RENTAL EXPENSES 379,053. ACTUARIAL GAIN RELATED TO RETIREES MEDICAL PLAN 466,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS 615,187. RENTAL EXPENSES 379,053. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | CONSERVATION | $79,310 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONSERVATION EDUCATION TRIPS | $647 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH, RESCUE & REHABILITATION | $650 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | $19,935 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | CONSERVATION EDUCATION TRIPS | $10,196 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | $5,414 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | CONSERVATION RESEARCH TRIPS | $30,882 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONSERVATION EDUCATION TRIPS | $498 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | $2,465 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CONSERVATION EDUCATION TRIPS | $1,036 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | RESEARCH, RESCUE & REHABILITIATION | $16,460 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | $3,973 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $3,928,975 | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE | AQUATIC RESEARCH | $2,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $147,532 | SubtotalSpentAmt |
| Continuation Spent | $3,955,648 | ContinuationSpentAmt |
| Total Spent | $4,103,180 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | CONSERVATION | PurposeOfGrantTxt |
| Cash Grant | $75,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SHEDD REQUIRES REPORTS ON HOW FUNDS WERE EXPENDED AND ACCORDING TO PLAN AND EVALUATION OF RESULTS OF THE PROGRAM'S ACCOMPLISHMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TRUSTEE GALA | Event1Nm |
| Gross Receipts Event1 | $844,290 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $695,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $149,290 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $400,535 | OtherDirectExpensesEvent1Amt |
| Event2 | BLU | Event2Nm |
| Gross Receipts Event2 | $128,800 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $128,800 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $149,669 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $27,500 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $27,500 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $64,983 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,000,590 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $695,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $305,590 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $615,187 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $615,187 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$309,597 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL IGUANA FOUNDATION | |||||||
| 1989 COLONIAL PARKWAY | FORT WORTH | TX | 76110 | 752954637 | 501(C)(3) | $5,500 | CONSERVATION |
| ASSOCIATION OF ZOOS & AQUARIUMS | |||||||
| 8403 COLESVILLE RD | SILVER SPRING | MD | 20910 | 550526930 | 501(C)(3) | $25,000 | CONSERVATION |
| SOUTHERN ILLINOIS UNIVERSITY | |||||||
| 900 S NORMAL AVE MC2709 | CARBONDALE | IL | 62901 | 376005961 | GOVT | $28,000 | CONSERVATION RESEARCH |
| SEWARD ASSOC FOR ADVANCEMENT OF MARINE SCIENCE | |||||||
| PO BOX 1329 | SEWARD | AK | 99664 | 920132479 | 501(C)(3) | $20,000 | CONSERVATION RESEARCH |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | 942487469 | 501(C)(3) | $20,000 | CONSERVATION |
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH ST NW STE 360 | WASHINGTON | DC | 20036 | 840432950 | 501(C)(3) | $20,000 | CONSERVATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SHEDD REQUIRES REPORTS ON HOW FUNDS WERE EXPENDED AND ACCORDING TO PLAN AND EVALUATION OF RESULTS OF THE PROGRAM'S ACCOMPLISHMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TED BEATTIE | ||||||||||||||
| SPECIAL ADVISOR/FORMER PRES. & CEO | $575,820 | $0 | $298,350 | $0 | $24,000 | $0 | $15,900 | $0 | $11,554 | $0 | $925,624 | $0 | $0 | $0 |
| BRIDGET COUGHLIN | ||||||||||||||
| TRUSTEE, PRES, & CEO(STARTING 4/16) | $283,766 | $0 | $0 | $0 | $0 | $0 | $18,000 | $0 | $21,751 | $0 | $323,517 | $0 | $0 | $0 |
| JOYCE SIMON | ||||||||||||||
| EXECUTIVE VP/CFO/TREASURER/SECRETARY | $280,524 | $0 | $20,000 | $0 | $41,992 | $0 | $15,900 | $0 | $11,323 | $0 | $369,739 | $0 | $0 | $0 |
| MIKE DELFINI | ||||||||||||||
| COO/EXECUTIVE VP | $264,048 | $0 | $45,000 | $0 | $14,154 | $0 | $15,900 | $0 | $19,771 | $0 | $358,873 | $0 | $0 | $0 |
| ROGER GERMANN | ||||||||||||||
| FORMER EXECUTIVE VICE PRESIDENT | $199,496 | $0 | $20,000 | $0 | $18,000 | $0 | $6,889 | $0 | $11,524 | $0 | $255,909 | $0 | $0 | $0 |
| JENNIFER BARYL | ||||||||||||||
| SENIOR VICE PRESIDENT | $171,794 | $0 | $30,000 | $0 | $24,000 | $0 | $11,942 | $0 | $6,825 | $0 | $244,561 | $0 | $0 | $0 |
| TIMOTHY BINDER | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $182,669 | $0 | $15,000 | $0 | $0 | $0 | $3,800 | $0 | $19,648 | $0 | $221,117 | $0 | $0 | $0 |
| MEGHAN CURRAN | ||||||||||||||
| SENIOR VICE PRESIDENT | $159,155 | $0 | $15,000 | $0 | $17,231 | $0 | $10,473 | $0 | $6,872 | $0 | $208,731 | $0 | $0 | $0 |
| NANCY ANSCHEL | ||||||||||||||
| SENIOR VICE PRESIDENT | $171,654 | $0 | $10,000 | $0 | $19,973 | $0 | $11,984 | $0 | $11,096 | $0 | $224,707 | $0 | $0 | $0 |
| SANDY MAREK | ||||||||||||||
| SENIOR VICE PRESIDENT | $175,368 | $0 | $10,000 | $0 | $9,750 | $0 | $11,700 | $0 | $19,369 | $0 | $226,187 | $0 | $0 | $0 |
| ROBERT WENGEL | ||||||||||||||
| VICE PRESIDENT | $179,128 | $0 | $500 | $0 | $9,730 | $0 | $11,677 | $0 | $19,654 | $0 | $220,689 | $0 | $0 | $0 |
| CHERYL MELL | ||||||||||||||
| SENIOR VICE PRESIDENT | $156,314 | $0 | $7,500 | $0 | $18,000 | $0 | $10,694 | $0 | $6,798 | $0 | $199,306 | $0 | $0 | $0 |
| ERIC ARNQUIST | ||||||||||||||
| VICE PRESIDENT | $150,025 | $0 | $8,000 | $0 | $6,997 | $0 | $5,597 | $0 | $16,190 | $0 | $186,809 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE PRESIDENT/CEO WAS PROVIDED CERTAIN SOCIAL CLUB DUES; THE PORTION OF THIS BENEFIT NOT RELATED TO BONA FIDE BUSINESS PURPOSES WAS TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | THE PRESIDENT/CEO PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN AS DESCRIBED IN 457(F). A BENEFIT OF $18,000 WAS ACCRUED DURING 2016. |
| PART I, LINE 5 | LINE 5A - A PORTION OF THE BONUSES PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A WERE CONTINGENT ON A PORTION OF THE ORGANIZATION'S REVENUES. |
| PART I, LINE 7 | PART 7A - BONUSES WERE PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A AT THE DISCRETION OF THE BOARD OF TRUSTEES AND PRESIDENT/CEO. |
| PART I, LINE 8 | THE PRESIDENT AND CEO WAS HIRED ON 4/11/2016 AND IS BEING PAID PURSUANT TO THIS INITIAL CONTRACT. |
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 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2015-07-29 | BondIssuedDt |
| Issue Price | $22,945,000 | IssuePriceAmt |
| Purpose | REFUND 2005 BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,440,000 | RetiredAmt |
| Total Proceeds | $22,945,000 | TotalProceedsAmt |
| Refunding Escrow | $22,945,000 | RefundingEscrowAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: ILLINOIS FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 10/06/2015 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $703,106 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD & BEVERAGE | 35 | $244,492 | FAIR MARKET VALUE |
| Yes (X) | AIRLINE TICKETS | 48 | $101,947 | FAIR MARKET VALUE |
| Yes (X) | MISCELLANEOUS | 1 | $24,932 | FAIR MARKET VALUE |
| Yes (X) | MACHINERY & EQUIPMENT | 1 | $6,743 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES AND MAY ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN MEETINGS OF THE BOARD, SUBJECT TO CERTAIN LIMITATIONS. UNDER THE TERMS OF THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE IS MADE UP OF FIVE TO TEN MEMBERS OF THE BOARD OF TRUSTEES ELECTED BY THE BOARD AT ITS ANNUAL MEETING; IN ADDITION, THE CHAIRPERSON OF THE BOARD SERVES AS AN EX OFFICIO MEMBER WITH A VOTE. |
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES ANDERS GUSTAFSSON AND RICHARD L. KEYSER HAVE A BUSINESS RELATIONSHIP. TRUSTEES REEVE BYRON WAUD AND WADE D. MIQUELON HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION CONTRACTS WITH SODEXO AMERICA, LLC AND EVENT NETWORK, INC. TO MANAGE AND OPERATE FOOD SERVICES AND GIFT SHOPS, RESPECTIVELY, AT THE AQUARIUM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990, INCLUDING SCHEDULES, WAS DISTRIBUTED TO THE MEMBERS OF THE FINANCE AND AUDIT COMMITTEE (THE COMMITTEE) OF THE BOARD OF TRUSTEES. THE COMMITTEE MET WITH THE ORGANIZATION'S PRESIDENT/CEO AND CHIEF FINANCIAL OFFICER TO REVIEW THE FORM 990 AND RELATED SCHEDULES. SUBSEQUENTLY, EACH TRUSTEE WAS REQUESTED TO REVIEW THE FINAL FORM 990, INCLUDING SCHEDULES, WHICH HAD BEEN UPLOADED TO THE TRUSTEES' EXTRANET SITE. ALL QUESTIONS OR COMMENTS WERE DIRECTED TO THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, TRUSTEES, AFFILIATES, EMPLOYEES AND VOLUNTEERS ARE ASKED TO REVIEW THE ORGANIZATION'S CODE OF ETHICS AND COMPLETE A CODE OF ETHICS STATEMENT AND QUESTIONNAIRE, WHICH INCLUDES THEIR AGREEMENT TO REPORT PROMPTLY ANY REPORTABLE MATTERS. SUCH STATEMENTS ARE REVIEWED AND EVALUATED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN CAPITAL COMMITTEE (THE COMMITTEE) OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE ANNUAL REVIEW OF THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. ALL MEMBERS OF THE COMMITTEE ARE INDEPENDENT. IN DETERMINING THE COMPENSATION OF THE PRESIDENT/CEO, THE COMMITTEE EVALUATES HER PERFORMANCE AGAINST PREVIOUSLY AGREED UPON CRITERIA, CONSIDERS COMPARABLE MARKET DATA, THEN DEBATES AND DOCUMENTS ITS RECOMMENDATION OF REASONABLE COMPENSATION. IN DETERMINING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, THE SAME PROCEDURES ARE PERFORMED; HOWEVER, THE COMMITTEE CONSIDERS THE CEO'S EVALUATION OF THE STAFFS' PERFORMANCE. THE RECOMMENDATIONS ARE THEN TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR FINAL REVIEW AND ACTION. AS OF APRIL 11, 2016, THE BOARD OF TRUSTEES HIRED A REPLACEMENT FOR THE RETIRING PRESIDENT AND CEO. IN DETERMINING THE COMPENSATION OFFER TO THE SUCCESSFUL CANDIDATE, THE BOARD OF TRUSTEES CONSIDERED NOT ONLY THE CANDIDATE'S CREDENTIALS AND SALARY HISTORY BUT ALSO MARKET DATA AND ANALYSIS PREPARED BY THE BOARD'S INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT AND INPUT FROM THE INDEPENDENT FIRM HIRED BY THE BOARD TO CONDUCT THE SEARCH. |
| FORM 990, PART VI, SECTION C, LINE 19 | CERTAIN OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. ITS AUDITED FINANCIAL STATEMENTS AND PUBLIC-DISCLOSURE COPIES OF ITS FORM 990 ARE INCLUDED ON ITS WEB SITE. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL GAIN RELATED TO RETIREES MEDICAL PLAN 466,000. |
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