MONTEREY BAY AQUARIUM FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM FOUNDATION (EIN 94-2487469)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201413169349302961
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T11:53:59-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CALIFORNIA STREET SUITE 2700 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942487469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EDWARD E PROHASKA | InCareOfNm |
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 8316484800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Cannery Row | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Monterey | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edward E Prohaska | PersonNm |
| Person Title | CFO & VP of Enterprise Dev. | PersonTitleTxt |
| Phone | 8186484800 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINA BECKWITH | PreparerPersonNm |
| PTIN | P00539266 | PTIN |
| Phone | 8186484800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE PACKARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Cannery Row | AddressLine1 |
| City | Monterey | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $137,491,679 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.montereybayaquarium.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Monterey Bay Aquarium is to inspire conservation of the oceans. (See Schedule O for further detail). | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 619 | TotalEmployeeCnt |
| Total Volunteers | 1231 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,938,932 | PYContributionsGrantsAmt |
| CY Contributions Grants | $44,782,063 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,309,941 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,487,351 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,668,039 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,226 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,335,437 | PYOtherRevenueAmt |
| CY Other Revenue | $2,266,377 | CYOtherRevenueAmt |
| PY Total Revenue | $66,252,349 | PYTotalRevenueAmt |
| CY Total Revenue | $86,558,017 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $337,062 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $320,165 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,385,123 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,184,634 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $281,541 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $239,866 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,412,766 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,304,306 | PYOtherExpensesAmt |
| CY Other Expenses | $34,063,210 | CYOtherExpensesAmt |
| PY Total Expenses | $64,308,032 | PYTotalExpensesAmt |
| CY Total Expenses | $67,807,875 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,944,317 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,750,142 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $318,596,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,472,520 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,892,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,993,803 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $304,704,564 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $349,478,717 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,304,589 | ExpenseAmt |
| Grant | $41,665 | GrantAmt |
| Revenue | $36,548,095 | RevenueAmt |
| Desc | Marine Life Exhibition and Care - See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,897,660 | ExpenseAmt |
| Grant | $59,376 | GrantAmt |
| Revenue | $2,306,309 | RevenueAmt |
| Desc | Education and Outreach - See Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,497,275 | ExpenseAmt |
| Grant | $189,173 | GrantAmt |
| Desc | Conservation and Science - See Schedule O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,268,821 | ExpenseAmt |
| Grant | $29,951 | GrantAmt |
| Revenue | $597,538 | RevenueAmt |
| Desc | Guest Services - See Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,268,821 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $29,951 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $597,538 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $58,968,345 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 329 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 619 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD E PROHASKA | PersonNm |
| Phone | 8316484800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 CANNERY ROW | AddressLine1 |
| City | Monterey | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Stephen C Neal | |||||||||
| Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Julie Packard | |||||||||
| Exec Director & Vice Chair | 28.0 | 0.0 | Yes (X) | Yes (X) | $251,921 | $0 | $34,397 | ||
| Dr Peter S Bing | |||||||||
| Chairman / Trustee | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Margaret Caldwell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Samantha Campbell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James E Canales | |||||||||
| Vice Chair | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Susan Ford Dorsey | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Caroline Getty | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Juan Govea | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MRC Greenwood | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Landreth | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joan Lane | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Mantell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Connie Martinez | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Orr | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Pietro Parravano | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Scholin | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Wan | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Bell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Hekkers | |||||||||
| Managing Director | 40.0 | 1.0 | Yes (X) | $265,992 | $0 | $43,416 | |||
| Barbara Wright | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward E Prohaska | |||||||||
| CFO & VP Enterprise Dev. | 40.0 | 1.0 | Yes (X) | $250,328 | $0 | $35,918 | |||
| Cristina Fekeci | |||||||||
| Chief Development Officer | 40.0 | 0.0 | $204,098 | $0 | $44,034 | Yes (X) | |||
| Cynthia Vernon | |||||||||
| VP Education & Guest Programs | 40.0 | 0.0 | $163,790 | $0 | $34,487 | Yes (X) | |||
| Teresa Jeanine Merry | |||||||||
| VP Human Resources | 40.0 | 0.0 | $155,645 | $0 | $43,909 | Yes (X) | |||
| Marian Martha Hahn | |||||||||
| VP of Marketing | 40.0 | 0.0 | $156,116 | $0 | $24,347 | Yes (X) | |||
| Randall Hamilton | |||||||||
| VP of Husbandry | 40.0 | 0.0 | $155,358 | $0 | $28,151 | Yes (X) | |||
| Don Hughes | |||||||||
| VP of Exhibitions | 40.0 | 0.0 | $181,849 | $0 | $36,847 | Yes (X) | |||
| Jim H Westbrook | |||||||||
| Director of Finance | 40.0 | 1.0 | $154,710 | $0 | $23,347 | Yes (X) | |||
| Charlie Aslanian | |||||||||
| VP of Facility Operations | 40.0 | 0.0 | $144,453 | $0 | $41,384 | Yes (X) | |||
| Tama Raye Bistrian | |||||||||
| Controller & Dir of Accounting | 40.0 | 0.0 | $144,307 | $0 | $33,790 | Yes (X) | |||
| Mary Mullen | |||||||||
| VP Gift Planning & Donor Srvcs | 40.0 | 0.0 | $141,374 | $0 | $24,348 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,369,941 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $448,375 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Rudolph and Sletten Inc | |||||
| 1600 Seaport Blvd 350 | REDWOOD CITY | CA | 94063 | Construction | $6,808,943 |
| Chemistry Club DBA | |||||
| 451 Pacific Avenue | SAN FRANCISCO | CA | 94133 | Media & Serivce | $2,630,760 |
| Impacts Research Development | |||||
| 3720 Falcon Ridge Drive | MEDINA | OH | 44256 | Market Research | $1,908,563 |
| Frank M Booth Inc | |||||
| 222 Third Street | MARYSVILLE | CA | 95901 | Construction | $523,987 |
| Covell Construction | |||||
| 102 Benito Avenue | PACIFIC GROVE | CA | 93950 | Construction | $453,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 52 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $10,117,158 | MembershipDuesAmt |
| Fundraising | $88,780 | FundraisingAmt |
| Related Organizations | $1,491,438 | RelatedOrganizationsAmt |
| Government Grants | $438,803 | GovernmentGrantsAmt |
| All Other Contributions | $32,645,884 | AllOtherContributionsAmt |
| Noncash Contributions | $183,106 | NoncashContributionsAmt |
| Total Contributions | $44,782,063 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES | 611600 | $36,548,095 | $36,548,095 |
| OTHER PROGRAM REVENUE | 900099 | $2,306,309 | $2,306,309 |
| FOOD SERVICE | 722320 | $632,947 | $632,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,487,351 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,601,950 | TotalRevenueColumnAmt |
| Exclusion | $1,601,950 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,982 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,982 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,665,743 | RealAmt |
| Personal | $139,000 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,472,567 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,193,176 | RealAmt |
| Personal | $139,000 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,332,176 | TotalRevenueColumnAmt |
| Exclusion | $2,332,176 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,833,656 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,413,380 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,579,724 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,579,724 | TotalRevenueColumnAmt |
| Exclusion | -$1,579,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,325 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $88,780 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $47,715 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,390 | TotalRevenueColumnAmt |
| Exclusion | -$30,390 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| LICENSING REVENUE | $111,642 | $111,642 |
| LOSS ON FIXED ASSET DISPOSAL | -$317,101 | -$317,101 |
| MEMBER EVENTS | $53,760 | $53,760 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,308 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,308 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$49,391 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,558,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,451,942 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,324,012 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,310 | TotalAmt |
| Program Services | $248,310 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,850 | TotalAmt |
| Program Services | $48,850 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,005 | TotalAmt |
| Program Services | $23,005 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887,124 | TotalAmt |
| Program Services | $560,748 | ProgramServicesAmt |
| Management And General | $1,078,903 | ManagementAndGeneralAmt |
| Fundraising | $247,473 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,478,345 | TotalAmt |
| Program Services | $20,317,792 | ProgramServicesAmt |
| Management And General | $2,227,075 | ManagementAndGeneralAmt |
| Fundraising | $933,478 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,861,748 | TotalAmt |
| Program Services | $1,611,128 | ProgramServicesAmt |
| Management And General | $176,599 | ManagementAndGeneralAmt |
| Fundraising | $74,021 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,082,743 | TotalAmt |
| Program Services | $3,244,611 | ProgramServicesAmt |
| Management And General | $618,555 | ManagementAndGeneralAmt |
| Fundraising | $219,577 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,874,674 | TotalAmt |
| Program Services | $1,575,809 | ProgramServicesAmt |
| Management And General | $214,786 | ManagementAndGeneralAmt |
| Fundraising | $84,079 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,281 | TotalAmt |
| Program Services | $90,321 | ProgramServicesAmt |
| Management And General | $53,678 | ManagementAndGeneralAmt |
| Fundraising | $282 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,834 | TotalAmt |
| Program Services | $195,454 | ProgramServicesAmt |
| Management And General | $6,346 | ManagementAndGeneralAmt |
| Fundraising | $1,034 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,803 | TotalAmt |
| Program Services | $150,803 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,866 | TotalAmt |
| Fundraising | $239,866 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,586 | TotalAmt |
| Management And General | $153,586 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,326,454 | TotalAmt |
| Program Services | $5,480,259 | ProgramServicesAmt |
| Management And General | $766,937 | ManagementAndGeneralAmt |
| Fundraising | $79,258 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,303,756 | TotalAmt |
| Program Services | $5,278,578 | ProgramServicesAmt |
| Management And General | $20,988 | ManagementAndGeneralAmt |
| Fundraising | $4,190 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,796,351 | TotalAmt |
| Program Services | $4,132,049 | ProgramServicesAmt |
| Management And General | $365,681 | ManagementAndGeneralAmt |
| Fundraising | $298,621 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,216 | TotalAmt |
| Program Services | $279,410 | ProgramServicesAmt |
| Management And General | $8,701 | ManagementAndGeneralAmt |
| Fundraising | $4,105 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,906,884 | TotalAmt |
| Program Services | $1,684,652 | ProgramServicesAmt |
| Management And General | $214,422 | ManagementAndGeneralAmt |
| Fundraising | $7,810 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,851,919 | TotalAmt |
| Program Services | $1,628,688 | ProgramServicesAmt |
| Management And General | $116,332 | ManagementAndGeneralAmt |
| Fundraising | $106,899 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,499 | TotalAmt |
| Program Services | $200,909 | ProgramServicesAmt |
| Management And General | $56,150 | ManagementAndGeneralAmt |
| Fundraising | $13,440 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,521,563 | TotalAmt |
| Program Services | $9,189,325 | ProgramServicesAmt |
| Management And General | $285,674 | ManagementAndGeneralAmt |
| Fundraising | $46,564 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,523 | TotalAmt |
| Program Services | $486,236 | ProgramServicesAmt |
| Management And General | $15,724 | ManagementAndGeneralAmt |
| Fundraising | $2,563 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MARINE LIFE ACQ./CARE | $1,255,081 | $1,255,081 | ||
| DONATED GOODS | $598,656 | $582,274 | $150 | $16,232 |
| MERCHANT FEES | $735,717 | $702,485 | $33,232 | |
| PLEDGE RECEIVABLE WRITEOFF | $33,199 | $33,199 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,888 | TotalAmt |
| Program Services | $1,568 | ProgramServicesAmt |
| Management And General | $13,278 | ManagementAndGeneralAmt |
| Fundraising | $42 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,807,875 | TotalAmt |
| Program Services | $58,968,345 | ProgramServicesAmt |
| Management And General | $6,426,764 | ManagementAndGeneralAmt |
| Fundraising | $2,412,766 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,228,828 | BOYAmt |
| EOY | $18,763,057 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,784,080 | BOYAmt |
| EOY | $20,798,896 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,774,262 | BOYAmt |
| EOY | $1,706,780 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,996 | BOYAmt |
| EOY | $1,291,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $257,055,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,270,910 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,528,360 | BOYAmt |
| EOY | $135,785,001 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,078,857 | BOYAmt |
| EOY | $184,176,740 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,263 | BOYAmt |
| EOY | $950,558 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,596,646 | BOYAmt |
| EOY | $363,472,520 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,288,281 | BOYAmt |
| EOY | $6,903,646 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,425,716 | BOYAmt |
| EOY | $6,920,297 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,085 | BOYAmt |
| EOY | $169,860 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,892,082 | BOYAmt |
| EOY | $13,993,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,593,790 | BOYAmt |
| EOY | $307,609,807 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,806,770 | BOYAmt |
| EOY | $26,096,402 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,304,004 | BOYAmt |
| EOY | $15,772,508 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,704,564 | BOYAmt |
| EOY | $349,478,717 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,596,646 | BOYAmt |
| EOY | $363,472,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,750,142 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,024,011 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $29,244,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,601,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,494,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,938,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,782,063 | CurrentTaxYearAmt |
| Total | $149,060,877 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,048,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,755,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,412,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,309,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,487,351 | CurrentTaxYearAmt |
| Total | $182,013,634 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,293,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,356,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,906,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,248,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,269,414 | CurrentTaxYearAmt |
| Total | $331,074,511 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,010,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,266,744 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,252,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,187,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,611,091 | CurrentTaxYearAmt |
| Total | $37,328,443 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,010,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,266,744 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,252,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,187,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,611,091 | CurrentTaxYearAmt |
| Total | $37,328,443 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $293,746,068 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,410,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,190,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,330,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,127,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,420,675 | CurrentTaxYearAmt |
| Total | $23,479,512 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,410,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,190,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,330,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,127,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,420,675 | CurrentTaxYearAmt |
| Total | $23,479,512 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $170,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $766,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $389,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267,710 | CurrentTaxYearAmt |
| Total | $1,675,456 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,785,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,717,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,003,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,765,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,957,799 | CurrentTaxYearAmt |
| Total | $356,229,479 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87359 | PublicSupportPY509Pct |
| Investment Income CY | 0.06591 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06811 | 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 | $1,104 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $174,373 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $175,477 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $67,632,398 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $67,807,875 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
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 | $152,064 | CurrentYearMinus3Amt |
| Current Year Minus2 | $230,759 | CurrentYearMinus2Amt |
| Current Year Minus1 | $124,902 | CurrentYearMinus1Amt |
| Current Year | $175,477 | CurrentYearAmt |
| Total | $683,202 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $11,346 | CurrentYearMinus3Amt |
| Current Year Minus2 | $9,736 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $1,104 | CurrentYearAmt |
| Total | $22,186 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,879,570 | BeginningYearBalanceAmt |
| Contributions | $29,748,776 | ContributionsAmt |
| Investment Earnings Or Losses | $3,104,637 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $683,129 | OtherExpendituresAmt |
| End Year Balance | $113,049,854 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,277,759 | BeginningYearBalanceAmt |
| Contributions | $1,251,775 | ContributionsAmt |
| Investment Earnings Or Losses | $1,962,898 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $612,862 | OtherExpendituresAmt |
| End Year Balance | $80,879,570 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,434,508 | BeginningYearBalanceAmt |
| Contributions | $1,786,573 | ContributionsAmt |
| Investment Earnings Or Losses | -$467,240 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $476,082 | OtherExpendituresAmt |
| End Year Balance | $78,277,759 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,328,843 | BeginningYearBalanceAmt |
| Contributions | $1,018,399 | ContributionsAmt |
| Investment Earnings Or Losses | $1,550,640 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $463,374 | OtherExpendituresAmt |
| End Year Balance | $77,434,508 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,637,452 | BeginningYearBalanceAmt |
| Contributions | $165,475 | ContributionsAmt |
| Investment Earnings Or Losses | $902,723 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $376,807 | OtherExpendituresAmt |
| End Year Balance | $75,328,843 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,185,558 | OtherCostOrOtherBasisAmt |
| Book Value | $10,185,558 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,958,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,293,889 | DepreciationAmt |
| Book Value | $86,664,654 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,226,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,226,178 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,577,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,460,548 | DepreciationAmt |
| Book Value | $7,116,495 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,108,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,290,295 | DepreciationAmt |
| Book Value | $31,818,294 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,785,001 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY FUND | $114,209,997 | F |
| BOND FUNDS | $12,775,859 | F |
| COMMODITIES FUND | $1,461,580 | F |
| HEDGE FUNDS | $36,132,144 | F |
| US GOVERNMENT MONEY MARKET | $2,077,190 | F |
| PRIVATE CAPITAL FUNDS | $17,405,944 | F |
| BROKERAGE ACCOUNT BALANCES | $114,026 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $184,176,740 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITY PAYMENT LIABILITY | Desc |
| Amt | $169,860 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $169,860 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Scehdule D, Part V, Line 4 | Intended Use of Endowment Funds The earnings of the Aquarium's endowment funds support education and conservation programs and the mission of the Aquarium. |
| Schedule D, Part X, Line 2 | FIN 48 (ASC 740) Footnote The Monterey Bay Aquarium Foundation has identified and evaluated its significant tax positions for which the statute of limitations remains open and determined there are no material unrecognized tax benefits or liabilities to be recorded. The open tax years are generally the years ended December 31, 2010 through December 31, 2013 for federal purposes and the years ended December 31, 2009 through December 31, 2013 for California tax purposes. Earlier tax years are open to the extent of any net operating losses from unrelated business income carrying forward from those yars. There have been no material changes in unrecognized tax positions as of December 31, 2013 and 2012, nor are any material changes anticipated over the twelve months following December 31, 2013. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | Int'l Symposiums | $94,809 |
| Europe (Including Iceland and Greenland) | Program Services | Sustainable Seafood | $53,841 |
| North America | Program Services | Animal collecting | $32,999 |
| North America | Program Services | Graphic Design Review | $3,708 |
| North America | Program Services | Int'l Symposiums | $3,255 |
| North America | Program Services | Sustainable Seafood | $8,883 |
| North America | Program Services | Tuna Research | $961 |
| North America | Grantmaking | $23,005 | |
| Central America and the Caribbean | Program Services | Int'l Symposium | $228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $221,689 | SubtotalSpentAmt |
| Total Spent | $221,689 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Purpose Of Grant | Manta Research | PurposeOfGrantTxt |
| Cash Grant | $23,005 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Procedures for Monitoring Use of Grant Funds Outside the United States The Aquarium requires potential grant recipients to submit formal applications which are reviewed by the program manager and director of finance for consistency with the Aquarium's mission and compliance with the annual budget. Furthermore, the Aquarium requires a written report from the grantee providing detail about how funds were used to accomplish the grant objectives. Reports are reviewed by the program manager as well as the director of finance for compliance with grant conditions. | 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 (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Charles Feldstein Co | ||||||||
| 400 N Michigan Avenue Suite 1650 | Chicago | IL | 60611 | Consulting | false | $0 | $143,997 | -$143,997 |
| SDA Teleservices | ||||||||
| 5757 W Cnetury Blvd 300 | Los Angeles | CA | 90045 | Telphone Marketing | false | $433,380 | $92,846 | $340,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $433,380 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $236,843 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $196,537 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Menlo Park | NameOfEvent1Amt |
| Gross Receipts Event1 | $106,105 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $88,780 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,325 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,981 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $29,984 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $106,105 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $88,780 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,325 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,981 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,984 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,715 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,390 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| University of Hawaii | |||||||
| 2440 Campus Rd Box 368 | Honolulu | HI | 96822 | 996000354 | 115 | $77,150 | Hawaii Field and Collecting Research |
| Hopkins Marine Station | |||||||
| 120 Oceanview Blvd | Pacific Grove | CA | 93950 | 941156365 | 501(c)(3) | $54,515 | White Shark Migratory Research |
| CSU Long Beach | |||||||
| 6300 E State Univ Dr 332 | Long Beach | CA | 90815 | 656106694 | 115 | $21,008 | White Shark Field Research |
| Monterey Bay Aquarium Research Institute | |||||||
| 7700 Sanholdt Road | Moss Landing | CA | 95039 | 770150580 | 501(c)(3) | $16,060 | Cephlapod Research |
| University of California Santa Cruz | |||||||
| 1156 High Street | Santa Cruz | CA | 95064 | 941539563 | 115 | $12,000 | Mobuild Ray Research |
| Chef's Collaborative | |||||||
| 89 South St Lower Level | Boston | MA | 02111 | 043337348 | 501(c)(3) | $9,000 | Sponsorship of Chef's Collaboration Summit |
| The James Beard Foundation | |||||||
| 167 W 12th Street | New York City | NY | 10011 | 132752108 | 501(c)(3) | $7,500 | Sustainable Seafood Event |
| Leaddog Deportes LLC | |||||||
| 159 W 25th St 2nd Floor | NYC | NY | 10001 | 461590078 | $5,700 | Bay Area Soccer Tournament Sponsorship | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| White Shark Field Research | 1 | $25,000 |
| Individual Scholarships | 26 | $23,850 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Procedures for Monitoring the Use of Grant Funds in the United States The Aquarium requires potential grant recipients to submit formal applications which are reviewed by the program manager and Director of Finance for consistence with the Aquarium's mission and compliance with the annual budget. Furthermore, the Aquarium requires a written report from the grantee providing detail about how funds were used to accomplish the grant objectives. Reports are reviewed by the program manager as well as the Director of Finance for compliance with grant conditions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julie Packard | ||||||||||||||
| Exec Director & Vice Chair | $249,919 | $0 | $401 | $0 | $1,601 | $0 | $25,187 | $0 | $9,210 | $0 | $286,318 | $0 | $0 | $0 |
| James Hekkers | ||||||||||||||
| Managing Director | $256,901 | $0 | $801 | $0 | $8,290 | $0 | $25,500 | $0 | $17,916 | $0 | $309,408 | $0 | $0 | $0 |
| Edward E Prohaska | ||||||||||||||
| CFO & VP Enterprise Dev. | $248,071 | $0 | $801 | $0 | $1,456 | $0 | $25,157 | $0 | $10,761 | $0 | $286,246 | $0 | $0 | $0 |
| Cristina Fekeci | ||||||||||||||
| Chief Development Officer | $202,477 | $0 | $790 | $0 | $831 | $0 | $21,078 | $0 | $22,956 | $0 | $248,132 | $0 | $0 | $0 |
| Cynthia Vernon | ||||||||||||||
| VP Education & Guest Programs | $162,387 | $0 | $790 | $0 | $613 | $0 | $16,862 | $0 | $17,625 | $0 | $198,277 | $0 | $0 | $0 |
| Teresa Jeanine Merry | ||||||||||||||
| VP Human Resources | $153,979 | $0 | $790 | $0 | $876 | $0 | $16,492 | $0 | $27,417 | $0 | $199,554 | $0 | $0 | $0 |
| Marian Martha Hahn | ||||||||||||||
| VP of Marketing | $155,135 | $0 | $790 | $0 | $191 | $0 | $15,616 | $0 | $8,731 | $0 | $180,463 | $0 | $0 | $0 |
| Randall Hamilton | ||||||||||||||
| VP of Husbandry | $154,022 | $0 | $790 | $0 | $546 | $0 | $15,554 | $0 | $12,597 | $0 | $183,509 | $0 | $0 | $0 |
| Don Hughes | ||||||||||||||
| VP of Exhibitions | $180,102 | $0 | $790 | $0 | $957 | $0 | $18,764 | $0 | $18,083 | $0 | $218,696 | $0 | $0 | $0 |
| Jim H Westbrook | ||||||||||||||
| Director of Finance | $153,631 | $0 | $790 | $0 | $289 | $0 | $15,478 | $0 | $7,869 | $0 | $178,057 | $0 | $0 | $0 |
| Charlie Aslanian | ||||||||||||||
| VP of Facility Operations | $143,128 | $0 | $790 | $0 | $535 | $0 | $15,347 | $0 | $26,037 | $0 | $185,837 | $0 | $0 | $0 |
| Tama Raye Bistrian | ||||||||||||||
| Controller & Dir of Accounting | $142,453 | $0 | $1,681 | $0 | $173 | $0 | $14,594 | $0 | $19,196 | $0 | $178,097 | $0 | $0 | $0 |
| Mary Mullen | ||||||||||||||
| VP Gift Planning & Donor Srvcs | $139,953 | $0 | $790 | $0 | $631 | $0 | $14,346 | $0 | $10,002 | $0 | $165,722 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Gross-Up Payments and Health Club Dues: as part of the Aquarium's wellness program, all employees (including the listed employees in Part VII, Section A) are eligible to receive a monthly subsidy of $25 for fitness center dues if the employee meets certain wellness program requirements. Since this type of subsidy is considered a taxable fringe benefit, the Aquarium grosses-up these subsidies to cover the employee's taxes. All payments were treated as taxable income on the employee's Form W-2 and reported as compensation on Schedule J, Part II, Column b(iii). | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $128,541 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,783 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp |
Taxidermy TaxidermyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Dive equipment | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $382 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 and Form 990, Part III, Line 1: | The mission of the Monterey Bay Aquarium is to inspire conservation of the oceans. In 2013 we welcomed nearly 2 million visitors - our fourth highest attendance ever - as we opened a remodeled sea otter exhibit and a new restaurant and cafe. We contributed in more ways than ever to shaping a future with healthy oceans through innovative exhibits, expanded education programs, new discoveries in ocean conservation science and a bold new plan to accelerate the impact of our market-based seafood initiatives and ocean conservation work. |
| Form 990, Part III, Line 4a - Marine Life Exhibition and Care: | Marine life exhibition and care costs of $28,304,589 include the cost of operating and maintaining the Aquarium's living exhibit galleries. Great exhibits begin with incredible animals. We reopened the popular Sea Otter exhibit in April after an extensive remodel that began in fall 2012. Our five resident sea otters - Kit, Ivy, Abby, Rosa and Gidget - came to us as rescued animals and are no longer able to survive in the wild. They serve two important roles - as engaging ambassadors for their wild counterparts and as working moms and companions who play key roles in sea otter recovery efforts. New interactive videos at the remodeled exhibit show how these surrogate moms and Aquarium sea otter staff care for stranded otter pups and injured adults behind the scenes. The addition of touchable bronze models helps illustrate the varied diet of southern sea otters, while the updated "Sea Otter Family Album" offers photographs and short biographies of all five members of our resident sea otter family. New high-definition video monitors offer more viewing opportunities during sea otter feeding and training sessions. Interpreters help visitors spot wild otters in Monterey Bay off the Aquarium's back deck at a new Otter Spotter station, using binoculars, telescopes and a radio tracking device to find and observe the sea otters being monitored by the our field research team. We welcomed a new member into our penguin flock in August with the hatching of Maq, an African blackfooted penguin chick. She is the fourth chick to hatch in our penguin colony in Splash Zone; all members of the colony are part of a species survival plan for recovery of this threatened species coordinated by the Association of Zoos and Aquariums. Our Husbandry team used its expertise and imagination to bring to life our next special exhibition, in preparation for an April 2014 opening of Tentacles: The Astounding Lives of Octopuses, Squid and Cuttlefishes. In 2013 the team succeeded in breeding and raising the flamboyant cuttlefish and bigfin reef squid in preparation for Tentacles, which offers the largest collection of cephalopods anywhere in the world. Our team even used everyday objects, like soda bottles as egg bubblers, to help raise generations of these delicate and dramatic animals. |
| Form 990, Part III, Line 4b - Education and Outreach: | Education and Outreach costs of $10,897,660 include the cost of education programs for both teachers and students, Aquarium Adventures programs to deepen guest experiences, and the Cooking for Solutions event that promotes sustainable seafood practices. With a long-term goal to create a generation of young adults who are inspired, ocean-literate and ready to act on the ocean's behalf, our programs for young people continued to grow, and show tangible results. We continue to deepen our investment in young people through programs like our long-term partnership with high schools in the diverse community of Pajaro Valley. Teens there graduate with a strong science background, environmental values and self-confidence that will shape their, and our, future. In September we received $150,000 for our Teen Conservation Leaders program from the federal Institute for Museum and Library Services, which we matched with $235,000 donated to our Children's Education Fund. Through the program, 150 teens a year get hands-on service opportunities as they learn science content and practice leadership skills. Our Watsonville Area Teens Conserving Habitats program earned significant achievement honors from the Association of Zoos and Aquariums for its contributions to building audience diversity. The program serves high school students in the predominantly Hispanic farmworker communities of the Pajaro Valley - building their connection to science and conservation, and putting many on a path to college. We offer scholarships to those students who graduate, further encouraging them to pursue college studies. Our programs for educators extend our reach even further, giving teachers new tools to bring ecosystem-based science into their classrooms. In addition to weekend workshops and summer institutes, we again hosted our Ocean Plastic Pollution Summit - engaging teachers and students in learning and outreach activities about this significant threat to ocean health. Our long-term support for middle school science teachers is paying big dividends. As teachers gain skills through our Project Based Science Institute, they tell us they have new confidence and excitement as they work with students in their classrooms. That's because we make them comfortable with new technology, and connect them with experts and other teachers from whom they can draw ideas and inspiration. Looking ahead, we crafted an ambitious long-term vision for our education programs that will dramatically increase the impact we have on the over 80,000 students we host for free school group visits each year. This vision includes expanding our services for teachers, with the goal to energize and equip California educators to successfully meet today's science education needs. Throughout 2013 we reached thousands of visitors through customized Aquarium Adventures programs, ranging from behind-the-scenes tours - including a new tour about jellies - and overnight sleepovers to educational scuba adventures. These programs provide enriching experiences for visitors as well as cherished memories. In July we launched our first iPhone app to help visitors plan their day and share it with family and friends. Its postcard feature lets users create e-postcards with custom messages they write or with whimsical, pre-written captions for social sharing. The app includes a library of beautiful professional images for the e-postcards. Guests can also create the postcards from images they shoot during their visit. Our active and responsive presence on social media platforms allows visitors to remain connected with us, and us with them, once they leave the aquarium. Our followers once again more than tripled in number in 2013, and we ended the year with 1,848,299 followers across all social media platforms and properties, especially Facebook, Twitter, Tumblr, Google+ and YouTube, Pinterest, Instagram and a Spanish-language Facebook page called Tu Monterey Bay Aquarium. We're considered one of the social media leaders among zoos and aquariums across the country, not only in the number and engagement with our followers, but also in our innovative approaches to content. In May we hosted our 12th Cooking for Solutions event, which brings together celebrity chefs to prepare gourmet dishes using sustainable seafood and organic ingredients, paired with organic and sustainable wines. Renowned chefs from North America, the United Kingdom and Latin America who participated include Carla Hall, Lorena Garcia, Art Smith, Chris Cosentino, Richard Blais, Cindy Pawlcyn and Educator of the Year Hugh Fearnley-Whittingstall. Reaching nearly 17,500 attendees, including environmental and food writers, major seafood buyers and restaurateurs, the multi-day event strengthens the connection between what we eat and the health of the planet. As part of Cooking for Solutions, the 2013 Sustainable Foods Institute featured over 30 high-level speakers and panelists, including Brad Warren of the Global Ocean Health Program, Dr. Marion Nestle of New York University, Craig Hope of Earthbound Farm, Dr. Scott Nichols of Verlasso and Dr. Mitch Tuinstra of Perdue University. The Institute attracted over 50 participating journalists from both print and broadcast media, including representatives from the The Daily Meal, Capital Public Radio, Organic Gardening, Consumer Reports, Grist.org, KQED, Martha Stewart Living, Los Angeles Times, Food Network, Washington Post, Eating Well Fortune TIME International, USA Today and Sunset. The influential journalists who participate bring a greater awareness about issues relating to sustainable seafood and agriculture to their readers. |
| Form 990, Part III, Line 4c - Conservation and Science: | Conservation and Science costs of $5,497,275 represent expenses for marine policy and advocacy efforts, the Seafood Watch program, and field research. The Aquarium's Seafood Watch program works to broaden awareness of the connection between seafood choices and ocean health as it helps consumers and businesses choose seafood that supports environmentally responsible fishing and fish farming practices through pocket guides, website, mobile applications and outreach efforts. Seafood Watch has always considered accurate and up-to-date science to be at the core of its work and essential to its credibility. Its scientific rigor and collaborations with respected external experts are central to the successes that have made Seafood Watch the most recognized sustainable seafood resource in the U.S. In 2013, we clearly saw the results of improvements in U.S. fisheries management enacted in recent years. Today, Seafood Watch rates 95 percent of U.S. fisheries we assess as a "Best Choice" or "Good Alternative" - meaning more good options for seafood lovers. For the first time in June, Seafood Watch rated a number of independent eco-certification standards for wild and farmed seafood as equivalent to at least its own yellow rankings, and recommended that consumers, chefs and businesses treat seafood assessed under those standards as carrying a Seafood Watch "buy" recommendation. Eleven eco-certification standards - some species-group specific, others that apply to a broad suite of seafood - were found to be equivalent in their sustainability criteria to the standards used by Seafood Watch in its own respected science reports. Seafood Watch continues to be a leading example of successful markets-based approaches to achieve positive environmental change. Today, more than 100,000 business locations in North America rely on Seafood Watch science to inform their purchasing practices. With our collaborators, we're driving global business change in how seafood is farmed and fished. One major new direction in 2013: Our partnership with Mars Petcare U.S., which now purchases ocean-friendly seafood for its SHEBA Entres for Cats. In December, our Seafood Watch team convened 20 culinary leaders from across the country to discuss how to best inspire consumers and businesses to make ocean-friendly seafood choices. The chefs are carrying the message to customers and peers nationwide. Our conservation and science work with ocean wildlife is at the heart of all that we do. In 2013 we welcomed new leadership for our conservation and science programs, and saw continued success for our policy initiatives. In particular, legislation we sponsored to end the shark fin trade in California went fully into effect in July 2013, and is being replicated across the country. The status of key marine species - sea otters, white sharks and Pacific bluefin tuna - reflects the underlying health of ocean ecosystems. Similarly, the status of endangered shorebirds like snowy plovers reflects how people interact with critical coastal habitats. We and our colleagues both rescue and study wildlife to help threatened populations recover and to advance scientific understanding of species so important to the future of our ocean planet. We and our university colleagues tagged an additional 25 great white sharks in California waters in 2013. Tag data deepens our understanding of white shark migration patterns in order to help wildlife managers better design conservation strategies to address the threats these highly migratory fishes face. In November we hosted more than 200 experts from 24 countries to share information and research on the conservation and care of sharks, skates and rays at the 2nd International Elasmobranch Husbandry Symposium. With research colleagues, we launched a three-year study of sea otters in the wetlands of Elkhorn Slough. Our goal is to understand how otters are faring in an estuary habitat and the impact they're having on the ecosystem. We hope the project will help with sea otter recovery as they re-colonize other estuaries - including San Francisco Bay. Our Sea Otter Research and Conservation program earned a Significant Achievement Award for its ongoing efforts from the Association of Zoos and Aquariums. In 2013 the program admitted 55 animals, including two transferred from other institutions. About 25 percent were pups, including three reared by surrogate mothers (and exhibit animals) and one old enough to be reared as a companion with other pairs of surrogates and pups. One pup was reared with a first-time surrogate mother (Gidget) inside the Sea Otter exhibit, and eventually transferred to Oregon Coast Aquarium. At the end of 2013, the program's total number of pups born to surrogate-reared females in the wild was approximately 19 to 26 - from two to eight more than 2012's total. (It's increasingly challenging to track the most productive surrogate-raised females in the wild and if they had pups, as some no longer have flipper tags or functioning transmitters.) The life of one sea otter pup captured hearts nationwide in 2013. "Saving Otter 501" documents the culmination of our nearly 30-years of pioneering research and caring efforts for sea otters through the journey of a three-day-old pup stranded on the beach off Cayucos, California The show follows her upbringing as she learns to dive, hunt and eat, and finally her return to the ocean. Nearly 1.4 million viewers tuned into the national debut broadcast on PBS "Nature." One viewer was so inspired that he included a generous gift in his estate plan to the Aquarium to support our work to save this threatened species. Our work with stranded sea otter pups is also the focal point of a 15-minute auditorium program that debuted in 2013. "Luna: A Sea Otter's Story" follows a sea otter's journey from rescue to release. With Pacific bluefin tuna populations down by 96 percent from historic levels, we're stepping up our efforts to understand the migrations and recruitment of bluefin tuna across the Pacific. In 2013, we expanded our work across the ocean and collaborated with the Japanese government to tag and release nearly 2,000 juvenile bluefin off Japan. Snowy plovers, tiny migratory shorebirds, face a myriad of threats in the wild. That's why we work to save these threatened dune-dwelling birds. In 2013 we rescued, raised and released 15 plovers back into the wild - a total of 100 birds since the program's inception in 2000. The young loggerhead sea turtle that made a name for itself before arriving in Monterey in December 2012 was released back into the Atlantic Ocean in December 2013. The turtle was rescued by the North Carolina Aquarium at Pine Knoll Shores, which released the turtle after its return - and sent us a new "Traveling Turtle" that we put on exhibit in our Open Sea galleries. It too will be flown back east for release to the wild. |
| Form 990, Part III, Line 4d - Other Program Services: | Other program services of $14,268,821 represent the costs of activities to provide a high-quality experience for the nearly 2 million people who visited the Aquarium in 2013. Included in this category are costs for marketing, guest services, membership services, as well as costs associated with foodservices and retail. Marketing includes costs associated with the creation, production, and placement of advertising in various media for the purpose of building awareness about the opportunity to connect with marine life and ocean conservation through an Aquarium visit. (An allocation of marketing costs is included in management and general expenses to represent the costs associated with soliciting admission revenue.) In April 2013 we opened Cindy's Waterfront, our new restaurant with award-winning culinary partner, Chef Cindy Pawlcyn, who also transformed the menu and look of our self-serve cafe. The beautifully redesigned spaces offer great dining and spectacular ocean views. Aquarium visitors can enjoy Pawlcyn's inspired seasonal dishes and farm-to-table cuisine, and seafood dishes meet the Aquarium's Seafood Watch guidelines. We expanded our Free to Learn and Shelf to Shore programs, making it easier for special needs communities and people from low-income households to visit the Aquarium at no cost. Including these programs and free admission provided to visiting school groups, nearly 240,000 visitors attended the Aquarium free of charge in 2013. As California's demographics change, we continue to attract and inspire visitors who reflect the changing face of the state. In 2013, 25 percent of all our Aquarium visitors were Hispanic-a 70 percent increase since 2009. More important than the numbers, Hispanic visitors tell us that they come away "strongly inspired" by their experience to help conserve the oceans. Membership households totaled 66,449 as of December 31, 2013 and membership visits exceeded 450,000 in 2013. In addition to the essential processing and customer service functions, membership services hosts 10 member events each year including sleepovers, a Halloween dance party and holiday wine tasting event. Aquarium members also receive Shorelines, the Aquarium's member magazine. Membership services include other efforts to serve, retain and communicate with members about our conservation mission. Our overall outreach wouldn't have the impact it does without the dedication of our many volunteers who help connect with visitors, clean exhibits, feed animals and make countless other connections that further our mission in compelling and very personal ways. We renamed our Volunteer Resources department to Volunteer Engagement to reflect the highly interactive duties of this dedicated group. More than 1,231 individuals volunteered at the Aquarium in 2013. Collectively, they served more than 13,900 hours every month, for a total of over 167,000 hours for the year. |
| Form 990, Part VI, Section A, Line 2: | Trustees Julie Packard and Susan Orr are sisters. Christopher Scholin, a Trustee, is the CEO of Monterey Bay Aquarium Research Institute ("MBARI"), of which Julie Packard and Susan Orr are Board members. |
| Form 990, Part VI, Section B, Line 11b: | The Form 990 is prepared by Grant Thornton LLP based on audited financial statements and with the assistance of the Aquarium's finance and accounting staff. The final draft of the Form 990 is reviewed by the CFO. Upon acceptance of the draft by the CFO, the Form 990 is delivered to the Board of Trustees in advance of their next meeting and prior to filing. |
| Form 990, Part VI, Section B, Line 12c: | The Aquarium regularly and consistently monitors and enforces compliance with its conflict of interest policies. Trustees and Officers Conflict of Interest ("COI") Policy -- The Executive Director's office assures that all disclosures forms (and mitigation plans, if applicable) have been received by January 31 of each year from all trustees and officers, prepares a summary of disclosures, and forwards the completed forms and the summary to the Aquarium's Conflicts Review Panel, consisting of the Executive Director, Legal Counsel, V. P. - Human Resources, and Chief Financial Officer (CFO). Trustees and officers also acknowledge receipt and understanding of the Aquarium's COI Policy in conjunction with providing the annual disclosures. Following review by the Panel, the Panel's findings and the disclosures are provided to the Board's Audit Committee, which reviews the disclosures and makes a report to the Board at its March Board meeting. Both the Panel and the Audit Committee annually evaluate the effectiveness of the process. The CFO assures appropriate reporting to the external auditors and tax filings preparer. Trustees and officers have a continuing duty to make additional disclosures throughout the year if warranted. Employees Code of Ethical Conduct Policy ("Code") -- The V. P. Human Resources forwards the Code, which includes a section on conflicts of interest, to all managers in early January each year, and assures that each manager respond that they have read it and are in compliance by January 31. Managers are also required to disclose any interests which could give rise to conflict, and to assure that any staff in their areas with interests which could give rise to conflict has done the same. Disclosures (and mitigation plans, if applicable) are reviewed by the Executive Director, V. P. Human Resources and CFO by March. This team also evaluates the effectiveness of the process. The CFO assures appropriate reporting to the external auditors and tax filings preparer. Employees have a continuing duty to make additional disclosures throughout the year if warranted. |
| Form 990, Part VI, Section B, Lines 15a and 15b: | The Board of Trustees maintains a performance evaluation process for the Chief Executive Officer, referred to as the Executive Director, who is a member of the Board. The Board's Executive Compensation Committee, comprised of independent directors, reviews the CEO's performance with input from the other Board members, and recommends the compensation of the CEO to the Board. The Committee obtains and reviews market survey data from several independent organizations (in 2013 this was five national and regional firms, including one custom survey) containing data for comparable positions at comparable organizations. The Committee provides the performance review and comparable salary information to the Board and recommends the CEO's compensation. Based upon the performance review and comparable salary information, the independent members of the Board determine that the compensation is fair, just and reasonable and then approves total compensation for the CEO. The Board delegates to the Executive Compensation Committee the performance review and compensation approval of the CFO, who is not a member of the Board, and any other Officers or senior staff who are highly compensated. Based upon the performance review and comparable salary information, the Committee determines that the compensation is fair, just and reasonable and approves total compensation for the CFO and all other Officers and highly compensated senior staff. In each case, the review and approval is contemporaneously documented in the minutes of the Committee and the Board, respectively. |
| Form 990, Part VI, Section C, Line 19: | The Aquarium makes its audited financial statements and Form 990 for the most recent three years available to the public by posting on its website. The conflicts of interest policy and governing documents are provided upon request within two business days. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Support Services | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Pacific Street | AddressLine1 |
| City | Monterey | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770569564 | EIN |
| Primary Activities | Property Mgmt | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501C(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11a | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBAF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| Monterey Bay Aquarium Support Services | |
| c | $1,491,438 |
| Monterey Bay Aquarium Support Services | |
| q | $10,557 |
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