NEW ENGLAND AQUARIUM CORPORATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND AQUARIUM CORPORATION (EIN 04-2297514)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-21
- IRS object ID
- 201542339349300219
- Schema version
- 2014v5.0
- 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 J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-21T10:30:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 TOFIAS | 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 | 2014-01-01 | 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 | COO & CFO & TREASURER | PersonTitleTxt |
| Phone | 6179735200 | PhoneNum |
| Signature | 2015-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GISO | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2015-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $47,017,597 | 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 EFFECTIVE ADVOCACY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 492 | TotalEmployeeCnt |
| Total Volunteers | 1285 | TotalVolunteersCnt |
| Total Gross UBI | $4,478,502 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,533,364 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,149,214 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,244,459 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,811,342 | CYProgramServiceRevenueAmt |
| PY Investment Income | $562,438 | PYInvestmentIncomeAmt |
| CY Investment Income | $464,622 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,851,216 | PYOtherRevenueAmt |
| CY Other Revenue | $9,113,632 | CYOtherRevenueAmt |
| PY Total Revenue | $38,191,477 | PYTotalRevenueAmt |
| CY Total Revenue | $41,538,810 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $193,280 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $63,198 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,977,060 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,903,338 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $142,554 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $151,329 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,977,918 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,890,090 | PYOtherExpensesAmt |
| CY Other Expenses | $25,901,198 | CYOtherExpensesAmt |
| PY Total Expenses | $42,202,984 | PYTotalExpensesAmt |
| CY Total Expenses | $44,019,063 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,011,507 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,480,253 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,269,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,189,057 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,138,059 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,269,834 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,131,509 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,919,223 | 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 EFFECTIVE ADVOCACY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,591,610 | ExpenseAmt |
| Revenue | $24,335,603 | 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. 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 GUESTS AND PRIVATE GIFTS AND GRANTS FOR THE MAJORITY OF ITS OPERATIONS. THESE REVENUES AND SUPPORT ARE PRIMARILY DERIVED FROM GUESTS AND DONORS FROM THE GREATER BOSTON AREA, THE NEW ENGLAND REGION AND TOURISM TO THE CITY.DURING 2014, WE FOCUSED ON EXPANDING OUR CAPACITY FOR MISSION-FOCUSED VOLUNTEER OPPORTUNITIES; ADVANCING OUR NATIONAL LEADERSHIP ON CLIMATE CHANGE EDUCATION; INITIATING STRATEGIC PLANNING; IMPROVING THE VISITOR EXPERIENCE; AND INCREASING LOCAL OUTREACH.WE ARE CONTINUING TO EXPAND OUR VOLUNTEER AND INTERNSHIP OPPORTUNITIES IN RESPONSE TO INCREASED DEMAND. WE LAUNCHED THE CLIMATEENS PROGRAM FOR YOUTH AGES 13-19, WHO COMPLETE IN-DEPTH TRAINING AND DEVELOP MATERIALS WITH HELP FROM STAFF EXPERTS IN CLIMATE SCIENCE AND INTERPRETATION; PROVIDE CLIMATE CHANGE WORKSHOPS FOR THEIR PEERS FOCUSING ON COMMUNITY-WIDE SOLUTIONS; AND SHARE THEIR WORK THROUGH A BLOG ON NEAQ'S WEBSITE. OUR NATIONAL LEADERSHIP ON CLIMATE CHANGE EDUCATION HAS CONTINUED TO GAIN MOMENTUM AND RECOGNITION. WE HAVE NOW REACHED MORE THAN 150 COLLEAGUES FROM 70 AQUARIUMS, ZOOS, AND SCIENCE/NATURE CENTER ACROSS THE COUNTRY WITH OUR NSF-FUNDED "STUDY CIRCLES" FOR TRAINING INTERPRETERS IN CLIMATE CHANGE COMMUNICATION, BASED ON NEW FINDINGS IN CLIMATE SCIENCE AND COMMUNICATIONS RESEARCH. WE EXPECT TO REACH ADDITIONAL 70-80 INSTITUTIONS OVER THE NEXT SEVERAL YEARS.WE HAVE BEEN CONTINUING TO IMPROVE MISSION-BASED INTERPRETATION AND VISITOR ENGAGEMENT THROUGH A NEW IMLS-FUNDED TRAINING PROGRAM, TOOLKIT FOR INTERPRETERS, AND CART-BASED INTERPRETATION. WE CONTINUED TO ENHANCE THE TICKETING AND WAY FINDING EXPERIENCE VIA ADJUSTMENTS TO STAFFING, SIGNAGE, AND VISITOR FLOW - ENABLING US TO HANDLE OUR SUMMER PEAK IN ATTENDANCE. WE ALSO EXPANDED THE BEHIND-THE-SCENES TOUR PROGRAM TO INCREASE CAPACITY, CREATE NEW OFFERINGS, AND PROVIDE A DEEPER LEVEL OF ENGAGEMENT.WE COMPLETED THE FIRST YEAR OF IMLS FUNDING FOR THE COMMUNITIES CONNECTING TO THE OCEAN PROGRAM, WHICH REACHES 6 PARTNERS' AFTER SCHOOL AND SUMMER PROGRAMS IN BOSTON WITH MISSION ORIENTED PROGRAMMING THROUGH A FOCUS ON LITERACY AND SCIENCE SKILL DEVELOPMENT. WE ALSO CONTINUE TO HOST FREE PUBLIC LECTURES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,640,972 | ExpenseAmt |
| Grant | $63,198 | GrantAmt |
| Revenue | $2,785,830 | RevenueAmt |
| Desc | RESEARCH AND CONSERVATION - IN 2014, RESEARCH SCIENTISTS IN THE JOHN H. PRESCOTT LABORATORY IN THE NEW ENGLAND AQUARIUM WERE AWARDED OVER $2.5 MILLION IN GRANTS TO DO APPLIED AND BASIC RESEARCH WORK ON CRITICAL MARINE SPECIES AND HABITATS. NEAQ RESEARCH STAFF ALSO PUBLISHED 26 PEER-REVIEWED JOURNAL ARTICLES, CONTINUING OUR LEADERSHIP IN SCIENCE AT PUBLIC AQUARIUMS IN NORTH AMERICA. THE 2014 RESEARCH ACTIVITIES INCLUDED: 1) STUDIES ON RIGHT, HUMPBACK, SPERM AND BEAKED WHALES, COD, SKATES, SHARKS, SEA TURTLES, NORTHERN CORALS, SEA CUCUMBERS, HERMIT CRABS, AND LOBSTERS; 2) CONTINUED ENVIRONMENTAL SURVEYS FOR OFFSHORE WIND FARM AND TIDAL ENERGY DEVELOPMENT; 3) FISHERIES SUSTAINABILITY RESEARCH TO REDUCE BYCATCH AND POOR FISHERY PRACTICES; AND 4) EXPANSION OF THE OCEAN HEALTH PROGRAM INTO NEW HORMONES (ALDOSTERONE) AND NEW MATRICES (BALEEN AND BREATH).- UNDER THE DIRECTION OF SENIOR SCIENTIST TIM WERNER, THE BYCATCH REDUCTION CONSORTIUM WAS HONORED AS THE 2014 RECIPIENT OF THE KATERVA AWARD IN ECOSYSTEM CONSERVATION, IDENTIFIED AS THE "NOBEL PRIZE IN SUSTAINABILITY."- THE AQUARIUM'S MEMORANDUM OF UNDERSTANDING WITH THE UNIVERSITY OF MASSACHUSETTS/BOSTON, IS STARTING TO BEAR FRUIT. WE HAVE TWO FUNDED JOINT RESEARCH PROGRAMS, AND TWO OF OUR SCIENTISTS WILL BE TEACHING THREE COURSES IN 2015 AT UMASS BOSTON. - ROZ ROLLAND WAS AWARDED 2.5 YEARS OF FUNDING FOR THE FIRST DETAILED STUDY OF HORMONES IN BOWHEAD WHALE BALEEN BY THE NORTH SLOPE BOROUGH, THE INUIT GOVERNING BODY IN BARROW, ALASKA. - JOHN MANDELMAN DESIGNED AND HOSTED "SHARK RESEARCH CONFESSIONS: INTRODUCTIONS AND ADVENTURES IN THE FIELD WITH NEW ENGLAND SHARK EXPERTS". IT FILLED THE IMAX THEATER, AND WAS THE MOST WELL ATTENDED EVENT IN THE HISTORY OF THE AQUARIUM LECTURE SERIES.- MICHAEL TLUSTY WAS ELECTED TO THE BOARD OF THE RESPONSIBLE AQUACULTURE FOUNDATION, AN OFFSHOOT OF THE GLOBAL AQUACULTURE ALLIANCE THAT WORKS TO UNDERSTAND SIGNIFICANT CHALLENGES TO THE AQUACULTURE INDUSTRY.- RANDI ROTJAN ESTABLISHED AND NOW CO-CHAIRS THE PHOENIX ISLANDS PROTECTED AREA ("PIPA") SCIENTIFIC ADVISORY COMMITTEE.- MOIRA BROWN IS PART OF A RESEARCH PROGRAM TRYING TO LOCATE CRITICAL HABITAT FOR RIGHT WHALES IN CANADIAN WATERS IN COLLABORATION WITH CANADIAN AND US SCIENTISTS. THIS WORK WILL USE AUTONOMOUS UNDERWATER VEHICLES TO DETECT WHALE CALLS AND PREY, TIE INTO AN EXISTING NETWORK OF RESEARCH PROJECTS, AND PROVIDE REAL-TIME INFORMATION FOR MARINERS AND RESEARCHERS IN EASTERN CANADA.- KATHLEEN HUNT IS WORKING WITH THE AQUARIUMS LEAD VETERINARIAN CHARLIE INNIS TO ASSESS TRANSPORT STRESS ON SEA TURTLES FROM OUR RESCUE/REHABILITATION CENTER TO BETTER UNDERSTAND HOW TO CARE FOR THEM.RESEARCH PLANS FOR 2015 INCLUDE FINISHING THE 5TH FLOOR LABORATORY RENOVATIONS, EXPANDING OUR COLLABORATION WITH THE UNIVERSITY OF MASSACHUSETTS/BOSTON, CONTINUING DIVERSIFICATION OF OUR FUNDING FOR RESEARCH, AND MAINTAINING OUR LEADING ROLE IN SCIENCE AT PUBLIC AQUARIA.IN 2014, THE CONSERVATION DEPARTMENT CONTINUED TO FOCUS ON THREE KEY INITIATIVES: ENGAGING BUSINESSES AND EDUCATING CONSUMERS AND CHEFS ON SUSTAINABLE SEAFOOD; SUPPORTING THE MANAGEMENT OF AND SCIENTIFIC RESEARCH IN PIPA; AND FUNDING SMALL-SCALE CONSERVATION PROJECTS AROUND THE WORLD THROUGH OUR MARINE CONSERVATION ACTION FUND ("MCAF"). PROGRESS IN EACH OF THESE THREE AREAS IS HIGHLIGHTED BELOW. THE GROWTH AND IMPACT OF OUR SUSTAINABLE SEAFOOD PROGRAMS CONTINUED IN 2014 AND IS REFLECTED IN THE ACHIEVEMENTS OF OUR CORPORATE, POLICY AND OUTREACH WORK. WE KICKED-OFF A NEW PARTNERSHIP WITH STARWOOD HOTELS & RESORTS AND ARE WORKING WITH THEIR INTERNATIONAL TEAMS TO IMPROVE THE SUSTAINABILITY OF THE SEAFOOD OFFERED TO STARWOOD GUESTS AND TO RAISE AWARENESS AMONG STARWOOD EMPLOYEES. OUR GROWING LEADERSHIP IN THE POLICY ARENA WAS REFLECTED IN THE AQUARIUM'S PROMINENT ROLE IN THE SUCCESSFUL PASSAGE OF STATE LEGISLATION THAT BANS THE SALE, TRADE AND POSSESSION OF SHARK FINS IN THE COMMONWEALTH OF MASSACHUSETTS. OUR OUTREACH EFFORTS INCLUDED A HIGHLY SUCCESSFUL CELEBRATE SEAFOOD EVENTS SERIES THAT FEATURES DINNERS, LECTURES AND PANELS THAT ENGAGE THE PUBLIC. WE ALSO CONTINUED TRAINING AQUARIUM PROGRAM EDUCATORS, VOLUNTEERS AND LIVE BLUE AMBASSADORS ON COMMUNICATING SUSTAINABLE SEAFOOD MESSAGING TO THE PUBLIC THAT HAS GENERATED POSITIVE FEEDBACK FROM STAFF AND VISITORS ALIKE. PIPA, A PARTNERSHIP WITH THE REPUBLIC OF KIRIBATI AND CONSERVATION INTERNATIONAL, IS THE LARGEST AND DEEPEST UNESCO WORLD HERITAGE SITE. OUR WORK IN 2014 INCLUDED FINALIZING THE CONSERVATION AGREEMENT BETWEEN THE PIPA CONSERVATION TRUST AND THE GOVERNMENT OF KIRIBATI. THIS MILESTONE AGREEMENT WAS SIGNED IN APRIL AND REPRESENTS THE CULMINATION OF OVER 10 YEARS OF WORK BY OUR TEAM. WE WERE ALSO INSTRUMENTAL IN DRAFTING THE 2015-2020 PIPA MANAGEMENT PLAN AND DEVELOPING A SUCCESSFUL GRANT PROPOSAL TO THE WAITT FOUNDATION AND OCEANS 5 ALLIANCE WHICH SECURED A COMMITMENT OF $5 MILLION OVER 5 YEARS FOR PIPA MANAGEMENT ACTIVITIES. WE PROVIDED KEY LEADERSHIP AND SUPPORT TO A RANGE OF INITIATIVES TO BUILD CAPACITY OF THE PIPA MANAGEMENT OFFICE IN TARAWA. THIS INCLUDED SUPPORTING THE NEW KANTON OFFICER'S PARTICIPATION ON THE AQUARIUM CO-LED EXPEDITION WITH SEA EDUCATION ASSOCIATION WHICH CONFIRMED PIPA AS A SPAWNING GROUND FOR TUNA FOR THE FIRST TIME SINCE JAPANESE PUBLICATIONS OF THE 1950S.BY FUNDING SMALL-SCALE, HIGH-IMPACT PROJECTS AROUND THE WORLD; MCAF SUPPORTS OCEAN CONSERVATION LEADERS WHO ARE ADDRESSING THE MOST CHALLENGING PROBLEMS FACING THE OCEANS. IN 2014, MCAF AWARDED FUNDING TO FIVE PROJECTS, INCLUDING THE CONTINUATION OF A SHARK TAGGING INITIATIVE IN ST. CROIX, A SEA TURTLE BYCATCH ASSESSMENT IN PANAMA, A SURVEY OF THREATENED MARINE MAMMALS IN IRAN, A GENETIC CONNECTIVITY STUDY IN SUPPORT OF PROTECTION OF THE SARGASSO SEA, AND A STUDY OF SHARK AND MOBULA RAY FISHERIES IMPACTS IN PERU. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,254,225 | ExpenseAmt |
| Revenue | $1,930,093 | RevenueAmt |
| Desc | EDUCATION - FOR 40 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 DAILY ACTIONS CAN AFFECT THE OCEAN. THE AQUARIUM'S EDUCATIONAL IMPACT IS BROAD AND EVER-EXPANDING. FROM TODDLERS TO RETIRES, FROM THE HEART OF BOSTON, ACROSS NEW ENGLAND AND AROUND THE WORLD. OUR DIVERSE AUDIENCES HAVE EXPERIENCES THEY WILL NEVER FORGET.SINCE JANUARY 2014, 70 LIVE BLUE AMBASSADORS HAVE CONTRIBUTED A COMBINED 1589 HOURS, PARTICIPATING IN 40 FIELD BASED CONSERVATION SERVICE OUTINGS WITH 10 DIFFERENT EXTERNAL PARTNERS, INCLUDING: HABITAT RESTORATION ON FIVE DIFFERENT BOSTON HARBOR ISLANDS, WATERSHED CLEAN-UPS ON THE CHARLES & MYSTIC RIVERS, MARINE INVASIVE SPECIES MONITORING IN ESSEX MA AND BOSTON HARBOR, AND REPLENISHMENT OF EEL GRASS IN WINTHROP HARBOR AND DUNE GRASS REPLENISHMENT IN HULL MA.OUR LIVE BLUE SERVICE INITIATIVE IS EXPANDING TO INCLUDE ADULTS AS PART OF THE LIVE BLUE SERVICE CORPS, PROVIDING TEAM-BASED, HANDS-ON FIELD WORK BENEFITING PARTNER LOCAL ENVIRONMENTAL NON-PROFITS IN GREATER BOSTON. WE SELECTED AND TRAINED 13 VOLUNTEER SERVICE LEADERS WHO ATTENDED 8 TRAINING WORKSHOPS DURING APRIL-NOVEMBER TO LEARN HOW TO DESIGN AND MANAGE THE NEXT CYCLE OF SERVICE PROJECTS, WHICH WILL REACH MORE THAN 700 ADULT OVER THE NEXT TWO YEARS, WE HAVE ALREADY COMPLETED FIELD PROJECTS WITH THE BOSTON HARBOR ISLANDS NATIONAL PARK, CHARLES RIVER WATERSHED ASSOCIATION, QUAHOG PROPAGATION WITH TOWN OF BARNSTABLE AND MANY OTHERS - ENGAGING 171 PARTICIPANTS IN 12 SERVICE PROJECTS.OUR NOAA-FUNDED VISUALIZING CHANGE PROJECT IS EXPANDING OUR REACH TO SCIENCE CENTERS AROUND THE COUNTRY, AS WE DEVELOP STRATEGIES FOR USING GLOBAL DATASETS AND VISUALIZATIONS TO PROVIDE INTERPRETERS WITH TRAINING AND STRATEGIC FRAMING COMMUNICATION TOOLS TO CONVEY CLIMATE CHANGE AND OCEAN ACIDIFICATION. THIS YEAR, WE DEVELOPED AND PILOT-TESTED INITIAL VERSIONS OF FOUR "VISUAL NARRATIVES" AT OUR 6 PARTNER INSTITUTIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,187,964 | ExpenseAmt |
| Revenue | $380,300 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES - THE AQUARIUM WAS A PIONEER IN RESCUE AND REHABILITATION OF MARINE MAMMALS AND OTHER SPECIES. DURING THE WINTER OF 2014, WE RESCUED AND REHABILITATED A RECORD NUMBER OF STRANDED SEA TURTLES (PRIMARILY KEMP'S RIDLEY TURTLES) IN RESPONSE TO A RECORD COLD-STUN SEASON. WHALE WATCH - WE CONTINUED TO WORK WITH OUR PARTNERS AT BOSTON HARBOR CRUISES ("BHC") TO OFFER THE NEW ENGLAND AQUARIUM WHALE WATCH, MANAGED 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 | $6,187,964 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $380,300 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $38,674,771 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 492 | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA A WONG | PersonNm |
| Phone | 6172262140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MILK STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L BEAL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MALIZ E BEAMS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANITA BEKENSTEIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| R WILLIAM BURGESS JR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS R BURTON | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA CABOT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN J CAMPANELLI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JARED A CHASE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| W REED CHISHOLM | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID I CROWLEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN GOODERMOTE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY A HANSON | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA K HAZARD | ||||||||
| TRUSTEE | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN L HEALY | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY 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 | ||
| OGDEN HUNNEWELL | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY M HURST | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLASS E KARP | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS B KING | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN C PEACHER | ||||||||
| TRUSTEE | 2.00 | 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 | ||
| RICHARD A SODEN | ||||||||
| TRUSTEE/SEC. OF CORPORATION | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| P ERIC KRAUSS | ||||||||
| VP - CFO & COO & TREASURER | 40.00 | 0.00 | Yes (X) | $100,822 | $0 | $10,709 | Yes (X) | |
| SUELLEN M PELUSO | ||||||||
| VP DEVELOPMENT | 40.00 | 0.00 | $203,099 | $0 | $13,046 | Yes (X) | ||
| JANE WOLFSON | ||||||||
| VP MARKETING | 40.00 | 0.00 | $190,958 | $0 | $20,254 | Yes (X) | ||
| WILLIAM SPITZER | ||||||||
| VP PROGRAMS AND EXHIBITS | 40.00 | 0.00 | $187,832 | $0 | $44,907 | Yes (X) | ||
| WALTER J FLAHERTY | ||||||||
| EVP, COO, TREASURER -RETIRED | 39.00 | 1.00 | $150,158 | $0 | $25,562 | Yes (X) | ||
| SCOTT KRAUS | ||||||||
| VP RESEARCH | 40.00 | 0.00 | $167,136 | $0 | $19,661 | Yes (X) | ||
| HOWARD RIS | ||||||||
| PRESIDENT & CEO - RETIRED | 39.00 | 1.00 | $134,148 | $0 | $12,955 | Yes (X) | ||
| JOESPH A ZANI | ||||||||
| VP FINANCE - RETIRED | 40.00 | 0.00 | $155,822 | $0 | $27,609 | Yes (X) | ||
| NIGELLA HILLGARTH | ||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | $142,889 | $0 | $3,668 | Yes (X) | ||
| MARK SMITH | ||||||||
| VP ANIMAL CARE | 40.00 | 0.00 | $125,933 | $0 | $14,201 | Yes (X) | ||
| ANN PERRY | ||||||||
| VP HUMAN RESOURCES | 40.00 | 0.00 | $125,941 | $0 | $34,813 | Yes (X) | ||
| HEATHER TAUSIG | ||||||||
| VP CONSERVATION | 40.00 | 0.00 | $120,661 | $0 | $19,148 | Yes (X) | ||
| BARBARA WALLER | ||||||||
| DIRECTOR OF IT | 40.00 | 0.00 | $120,705 | $0 | $19,187 | Yes (X) | ||
| PATRICIA WONG | ||||||||
| CONTROLLER/DIRECTOR OF FINANCE | 40.00 | 0.00 | $109,190 | $0 | $25,283 | Yes (X) | ||
| ROSALIND ROLLAND | ||||||||
| DIRECTOR OF OCEAN HEALTH | 40.00 | 0.00 | $103,542 | $0 | $20,659 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,138,836 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $311,662 | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CENTERPLATE | ||||||||||
| ONE INDEPENDENCE POINTS | GREENVILLE | SC | 29306 | FOOD VENDOR | $2,112,048 | |||||
| CONNELLY PARTNERS LLC | ||||||||||
| 46 WALTHAM ST | BOSTON | MA | 02118 | ADVERTISING AGENCY | $1,079,391 | |||||
| DTZ INC | ||||||||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 60672 | CLEANING COMPANY | $1,001,709 | |||||
| IMAX CORP | ||||||||||
| IMAX ENTERTAINMENT SERVICES | $695,396 | 2525 SPEAKMAN DRIVE SHERIDAN PARK | MISSISSAUGA | ONTARIO | CA | L5K 1B1 | ||||
| HALLSMITH SYSCO | ||||||||||
| PO BOX AP | NORTON | MA | 02766 | FOOD VENDOR | $653,101 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 49 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,767,513 | MembershipDuesAmt |
| All Other Contributions | $3,381,701 | AllOtherContributionsAmt |
| Noncash Contributions | $233,374 | NoncashContributionsAmt |
| Total Contributions | $7,149,214 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $20,095,420 | $20,095,420 |
| RESEARCH, CONSERVATION, ED. | 900099 | $4,715,922 | $4,715,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,811,342 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $487,162 | TotalRevenueColumnAmt |
| Exclusion | $487,162 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,668,163 | SecuritiesAmt |
| Other | $15,783 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,665,789 | SecuritiesAmt |
| Other | $40,697 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,374 | SecuritiesAmt |
| Other | -$24,914 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,540 | TotalRevenueColumnAmt |
| Exclusion | -$22,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $39,965 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $25,319 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,646 | TotalRevenueColumnAmt |
| Exclusion | $14,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,400,313 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,746,982 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,653,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,174,829 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,478,502 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES | 900099 | $1,065,354 | $1,065,354 |
| CORPORATE SPONSORSHIP | 900099 | $249,013 | $249,013 |
| MISCELLANEOUS INCOME | 900099 | $131,288 | $131,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,445,655 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,538,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,431,826 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,478,502 | UnrelatedBusinessRevenueAmt |
| Exclusion | $479,268 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,198 | TotalAmt |
| Program Services | $63,198 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,008,524 | TotalAmt |
| Program Services | $843,580 | ProgramServicesAmt |
| Management And General | $743,154 | ManagementAndGeneralAmt |
| Fundraising | $421,790 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,083,357 | TotalAmt |
| Program Services | $10,633,354 | ProgramServicesAmt |
| Management And General | $845,835 | ManagementAndGeneralAmt |
| Fundraising | $604,168 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,483 | TotalAmt |
| Program Services | $616,126 | ProgramServicesAmt |
| Management And General | $80,683 | ManagementAndGeneralAmt |
| Fundraising | $36,674 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,320 | TotalAmt |
| Program Services | $1,536,397 | ProgramServicesAmt |
| Management And General | $219,485 | ManagementAndGeneralAmt |
| Fundraising | $239,438 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,654 | TotalAmt |
| Program Services | $909,429 | ProgramServicesAmt |
| Management And General | $119,092 | ManagementAndGeneralAmt |
| Fundraising | $54,133 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,487 | TotalAmt |
| Program Services | $38,209 | ProgramServicesAmt |
| Management And General | $5,004 | ManagementAndGeneralAmt |
| Fundraising | $2,274 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,479 | TotalAmt |
| Program Services | $86,082 | ProgramServicesAmt |
| Management And General | $11,273 | ManagementAndGeneralAmt |
| Fundraising | $5,124 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,000 | TotalAmt |
| Program Services | $48,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,329 | TotalAmt |
| Fundraising | $151,329 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,748 | TotalAmt |
| Program Services | $1,605,029 | ProgramServicesAmt |
| Management And General | $210,182 | ManagementAndGeneralAmt |
| Fundraising | $95,537 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,071 | TotalAmt |
| Program Services | $1,553,219 | ProgramServicesAmt |
| Management And General | $203,398 | ManagementAndGeneralAmt |
| Fundraising | $92,454 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,921,775 | TotalAmt |
| Program Services | $3,921,775 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,588 | TotalAmt |
| Program Services | $131,534 | ProgramServicesAmt |
| Management And General | $17,225 | ManagementAndGeneralAmt |
| Fundraising | $7,829 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,424 | TotalAmt |
| Program Services | $293,516 | ProgramServicesAmt |
| Management And General | $38,437 | ManagementAndGeneralAmt |
| Fundraising | $17,471 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,183 | TotalAmt |
| Program Services | $478,183 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,823,762 | TotalAmt |
| Program Services | $4,823,762 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,394 | TotalAmt |
| Program Services | $450,571 | ProgramServicesAmt |
| Management And General | $59,003 | ManagementAndGeneralAmt |
| Fundraising | $26,820 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTSIDE SERVICES | $5,249,426 | $4,536,634 | $594,083 | $118,709 |
| COST OF GRANTS/CONTRACT | $4,394,486 | $4,394,486 | ||
| EQUIPMENT RENTAL/MAINT. | $930,743 | $791,132 | $93,074 | $46,537 |
| PROFESSIONAL FEES | $544,647 | $449,824 | $65,191 | $29,632 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,985 | TotalAmt |
| Program Services | $470,731 | ProgramServicesAmt |
| Management And General | $61,255 | ManagementAndGeneralAmt |
| Fundraising | $27,999 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,019,063 | TotalAmt |
| Program Services | $38,674,771 | ProgramServicesAmt |
| Management And General | $3,366,374 | ManagementAndGeneralAmt |
| Fundraising | $1,977,918 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,701 | BOYAmt |
| EOY | $842,353 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,870,725 | BOYAmt |
| EOY | $1,399,495 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,092,499 | BOYAmt |
| EOY | $2,123,504 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,379 | BOYAmt |
| EOY | $208,481 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,485 | BOYAmt |
| EOY | $600,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $115,884,225 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,305,270 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,846,891 | BOYAmt |
| EOY | $63,578,955 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,173,920 | BOYAmt |
| EOY | $15,608,962 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,813,968 | BOYAmt |
| EOY | $2,827,292 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,269,568 | BOYAmt |
| EOY | $87,189,057 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,467,012 | BOYAmt |
| EOY | $6,307,698 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,280,592 | BOYAmt |
| EOY | $4,384,930 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,390,455 | BOYAmt |
| EOY | $26,577,206 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,138,059 | BOYAmt |
| EOY | $37,269,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,065,983 | BOYAmt |
| EOY | $37,406,759 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,778,888 | BOYAmt |
| EOY | $6,195,946 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,286,638 | BOYAmt |
| EOY | $6,316,518 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,131,509 | BOYAmt |
| EOY | $49,919,223 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,269,568 | BOYAmt |
| EOY | $87,189,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,480,253 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,431 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$738,464 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,958,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,781,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,675,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,533,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,149,214 | CurrentTaxYearAmt |
| Total | $47,099,115 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,006,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,553,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,645,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,244,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,811,342 | CurrentTaxYearAmt |
| Total | $116,260,816 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,965,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,335,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,320,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,777,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,960,556 | CurrentTaxYearAmt |
| Total | $163,359,931 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $591,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,712,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,329,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $978,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $732,462 | CurrentTaxYearAmt |
| Total | $9,344,830 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $591,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,712,807 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,329,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $978,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $732,462 | CurrentTaxYearAmt |
| Total | $9,344,830 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $154,015,101 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $348,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $383,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $416,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,162 | CurrentTaxYearAmt |
| Total | $1,918,052 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $348,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $383,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $416,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,162 | CurrentTaxYearAmt |
| Total | $1,918,052 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $790,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,002,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,184,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,150,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,314,367 | CurrentTaxYearAmt |
| Total | $5,442,602 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,038,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,686,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,888,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,344,748 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,762,085 | CurrentTaxYearAmt |
| Total | $170,720,585 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90210 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88930 | PublicSupportPY509Pct |
| Investment Income CY | 0.01120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01050 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $41,993,145 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,041,145 | 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 | $48,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $48,000 | CurrentYearMinus1Amt |
| Current Year | $48,000 | CurrentYearAmt |
| Total | $192,000 | 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 Contri | $0 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $255,092 | 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 | $6,286,638 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $22,880 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,316,518 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,108,426 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $171,212 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,286,638 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,993,585 | BeginningYearBalanceAmt |
| Contributions | $10,500 | ContributionsAmt |
| Investment Earnings Or Losses | $104,341 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,108,426 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,114,985 | BeginningYearBalanceAmt |
| Contributions | $12,783 | ContributionsAmt |
| Investment Earnings Or Losses | -$134,183 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,993,585 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,193,544 | BeginningYearBalanceAmt |
| Contributions | $118,754 | ContributionsAmt |
| Investment Earnings Or Losses | $29,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $226,513 | OtherExpendituresAmt |
| End Year Balance | $6,114,985 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $79,791,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,227,574 | DepreciationAmt |
| Book Value | $47,563,968 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,166,737 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,124,912 | DepreciationAmt |
| Book Value | $4,041,825 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,438,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,500,755 | DepreciationAmt |
| Book Value | $9,938,105 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,436,851 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,452,029 | DepreciationAmt |
| Book Value | $1,984,822 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,578,955 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,589,076 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,431 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,043,835 | OtherRevenueAmt |
| Revenue Not Reported | $3,050,266 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,538,810 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,538,810 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,808,079 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,789,016 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,789,016 | ExpensesNotReportedAmt |
| Expenses Subtotal | $44,019,063 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $44,019,063 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO GENERATE EARNINGS TO SUPPORT VARIOUS MISSION RELATED PROGRAMS (PER INTENT OF NAMED ENDOWMENT FUND) AND GENERAL ADMINISTRATION. |
| PART X, LINE 2: | THE AQUARIUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE AQUARIUM HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE AQUARIUM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE AQUARIUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS FOLLOWING THE DATE OF FILING THE RELATED RETURN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,746,982. MARINE LIFE CENTER REVENUE 10,000. LOSS ON VALUATION OF PENSION LIABILITY -843,746. NET CHANGE IN BENEFICIAL TRUST 22,880. FUNDRAISING WELCOME GALA EXPENSES 25,319. GAIN ON VALUATION OF NON-QUALIFIED PENSION LIABILITY 82,400. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,746,982. MARINE LIFE CENTER EXPENSES 16,715. FUNDRAISING WELCOME GALA EXPENSES 25,319. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTMAKING | TypeOfActivitiesConductedTxt |
| Specific Services Provided | FACILITATION, FINANCIAL, AND ADVISORY SERVICES FOR PHOENIX ISLANDS CONSERVATION PROGRAM. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $63,198 | RegionTotalExpendituresAmt |
| 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 | $63,198 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $63,198 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Purpose Of Grant | PROGRAM SERVICES | PurposeOfGrantTxt |
| Cash Grant | $63,198 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES PERIODIC FINANCIAL AND PROGRAMMATIC REPORTS, ALONG WITH SUPPORTING DOCUMENTS (BANK STATEMENT AND RECEIPTS) AND THE IDENTIFICATION OF PROGRAM ACHIEVEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTSMARKETING SERVICES INC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 KING ST EAST STE 500 | AddressLine1Txt |
| City | TORONTO | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | M5A 4L5 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $301,620 | GrossReceiptsAmt |
| Retained By Contractor | $151,329 | RetainedByContractorAmt |
| Net To Organization | $150,291 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $301,620 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $151,329 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $150,291 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CEO WELCOME GALA | Event1Nm |
| Gross Receipts Event1 | $39,965 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $39,965 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,190 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,042 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,075 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,012 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $39,965 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $39,965 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,190 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,042 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,075 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,012 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,319 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,646 | NetIncomeSummaryAmt |
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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUELLEN M PELUSO | ||||||||||||||
| VP DEVELOPMENT | $201,749 | $0 | $0 | $0 | $1,350 | $0 | $650 | $0 | $12,396 | $0 | $216,145 | $0 | $0 | $0 |
| JANE WOLFSON | ||||||||||||||
| VP MARKETING | $189,637 | $0 | $0 | $0 | $1,321 | $0 | $7,858 | $0 | $12,396 | $0 | $211,212 | $0 | $0 | $0 |
| WILLIAM SPITZER | ||||||||||||||
| VP PROGRAMS AND EXHIBITS | $186,511 | $0 | $0 | $0 | $1,321 | $0 | $26,248 | $0 | $18,659 | $0 | $232,739 | $0 | $0 | $0 |
| WALTER J FLAHERTY | ||||||||||||||
| EVP, COO, TREASURER -RETIRED | $102,874 | $0 | $25,000 | $0 | $22,284 | $0 | $25,135 | $0 | $427 | $0 | $175,720 | $0 | $0 | $0 |
| SCOTT KRAUS | ||||||||||||||
| VP RESEARCH | $166,007 | $0 | $0 | $0 | $1,129 | $0 | $13,488 | $0 | $6,173 | $0 | $186,797 | $0 | $0 | $0 |
| JOESPH A ZANI | ||||||||||||||
| VP FINANCE - RETIRED | $154,187 | $0 | $0 | $0 | $1,635 | $0 | $22,484 | $0 | $5,125 | $0 | $183,431 | $0 | $0 | $0 |
| ANN PERRY | ||||||||||||||
| VP HUMAN RESOURCES | $125,051 | $0 | $0 | $0 | $890 | $0 | $16,154 | $0 | $18,659 | $0 | $160,754 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BOTH THE PAST CEO/PRESIDENT AND PAST EVP, COO & TREASURER RECEIVED DEFERRED COMPENSATION PAYMENTS DURING 2014 ON 2013 DEFERRED COMPENSATION WHICH WERE APPROVED BY THE BOARD OF TRUSTEES. ALSO IN 2014, WE DEFERRED COMPENSATION UNTIL 2015 TO BOTH THE CURRENT PRESIDENT/CEO AND THE COO/CFO/TREASURER. 2013 AND 2014 COMPENSATION DEFERRALS WERE PERFORMANCE BONUSES NOT CONTINGENT UPON ACHIEVING A PREDETERMINED FINANCIAL GOAL. | ExplanationTxt |
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 |
| 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| 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 | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | 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 | SCHEDULE K, PART VI | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ROBERT BEAL | |||
| ROBERT BEAL TRUSTEE OF ORGANIZATION | $599,028 | RENTAL/LEASE OF OFFICE SPACE AT FAIR MARKET VALUE. | 0 |
| DAVID I CROWLEY | |||
| DAVID I. CROWLEY TRUSTEE OF ORGANIZATION | $137,913 | A BEVERAGE SUPPLY AGREEMENT WITH AN ENTITY IN WHICH THIS TRUSTEE HAS AN OWNERSHIP INTEREST. THE AGREEMENT IS AT FAIR MARKET VALUE. | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $880 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ADVERTISING SERVICES | 4 | $190,289 | DONOR VALUATION |
| Yes (X) | VETERINARY SERVICES | 6 | $12,105 | DONOR VALUATION |
| Yes (X) | SUPPLIES | 7 | $10,883 | DONOR VALUATION |
| Yes (X) | FOOD | 17 | $8,240 | DONOR VALUATION |
| Yes (X) | LIGHTING/EVENT SUPPLIES | 1 | $5,600 | DONOR VALUATION |
| Yes (X) | EQUIPMENT AND SUPPLIES | 3 | $2,634 | DONOR VALUATION |
| Yes (X) | CONCERT TICKETS | 14 | $1,418 | DONOR VALUATION |
| Yes (X) | MISC. ITEMS/GIFT CARDS | 12 | $1,325 | DONOR VALUATION |
| 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 |
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. 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 11 | 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. 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 INDIVIDUALS WHO ARE MANAGING THE ORGANIZATION. 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 CEO'S AND COO/CFO'S OBTAINED THROUGH A NATIONAL NETWORK OF AQUARIA HUMAN RESOURCE PROFESSIONALS. - COMPENSATION DATA OF CEO'S AND COO/CFO'S OBTAINED THROUGH A LOCAL NETWORK OF CULTURAL INSTITUTION HUMAN RESOURCE PROFESSIONALS. THE COMMITTEE REVIEWS THE INFORMATION PROVIDED AND VOTES TO: SET BASE SALARY, ANNUAL BONUS AWARDS AND BONUS PERFORMANCE CRITERIA, IN LIGHT OF MARKET DATA AND INDIVIDUAL'S BACKGROUND, EXPERIENCE, SKILLS, AND JOB PERFORMANCE. THE BASE SALARY AND BONUS OPPORTUNITIES IN 2014 FOR THE PRIOR CEO AND PRIOR COO/CFO WERE DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES (IN A MEETING NOTICED AND OPEN TO ALL TRUSTEES) BASED ON RECOMMENDATIONS BY THE COMPENSATION COMMITTEE. THE ACTUAL BONUSES PAID IN 2014 FOR 2013 PERFORMANCE TO THE PRIOR CEO AND PRIOR COO/CFO WERE DETERMINED BY THE BOARD OF TRUSTEES BASED ON RECOMMENDATIONS BY THE COMPENSATION COMMITTEE CONCERNING THE ATTAINMENT OF BONUS GOALS ESTABLISHED AT THE BEGINNING OF 2013. SUMMARIES OF ALL DISCUSSIONS AND DELIBERATIONS CONCERNING COMPENSATION FOR THE CEO AND COO/CFO ARE DOCUMENTED AND PROVIDED TO THE VICE PRESIDENT OF HUMAN RESOURCES. THE PRIOR CEO AND PRIOR COO/CFO DID NOT RECEIVE ANY BONUS PAYMENTS FOR 2014 PERFORMANCE. BOTH THE CURRENT CEO AND CURRENT COO/CFO WERE NEW HIRES IN 2014. AS PART OF THE OFFER AND HIRING PROCESS, APPROPRIATE BASE SALARY AND ANNUAL BONUS TARGETS WERE DETERMINED BASED ON MARKET DATA IN LIGHT OF THE INDIVIDUAL'S BACKGROUND, EXPERIENCE AND SKILL SET. THE CURRENT CEO AND CURRENT COO/CFO DID NOT RECEIVE ANY PERFORMANCE BONUS PAYMENTS IN 2014. |
| 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 -843,746. GAIN ON VALUATION OF NON-QUALIFIED PENSION LIABILITY 82,400. NET CHANGE IN BENEFICIAL TRUST 22,880. ROUNDING 2. |
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 11A, 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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