SHEDD AQUARIUM SOCIETY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHEDD AQUARIUM SOCIETY (EIN 36-2167918)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349308111
- Schema version
- 2012v2.1
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T20:53:02-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167918 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEDD AQUARIUM SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHED | NameControl |
| Phone | 3126923114 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH LAKE SHORE DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60605 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE M SIMON | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 3126923114 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TED A BEATTIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH LAKE SHORE DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 112534392 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SHEDDAQUARIUM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE SHEDD AQUARIUM SOCIETY OPERATES A PUBLIC AQUARIUM TO ENCOURAGE THE CONNECTION BETWEEN ANIMALS AND GUESTS THROUGH EXHIBITS AND EDUCATION PROGRAMS WITH THE GOAL OF PROMOTING AQUATIC CONSERVATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 55 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 54 | NbrIndependentVotingMembers |
| Total Nbr Employees | 633 | TotalNbrEmployees |
| Total Nbr Volunteers | 926 | TotalNbrVolunteers |
| Total Gross UBI | 36941 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 27830 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 23550468 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16946725 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34334417 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36088927 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13630378 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10227694 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2309772 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2569853 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 73825035 | TotalRevenuePriorYear |
| Total Revenue Current Year | 65833199 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 121500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 83000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22803965 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23956746 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2895681 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 30891023 | OtherExpensePriorYear |
| Other Expenses Current Year | 29470746 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 53816488 | TotalExpensesPriorYear |
| Total Expenses Current Year | 53510492 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 20008547 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12322707 | RevenuesLessExpensesCY |
| Total Assets BOY | 347759808 | TotalAssetsBOY |
| Total Assets EOY | 364792523 | TotalAssetsEOY |
| Total Liabilities BOY | 41598271 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 36819917 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 306161537 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 327972606 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AT SHEDD AQUARIUM, ANIMALS CONNECT YOU TO THE LIVING WORLD, INSPIRING YOU TO MAKE A DIFFERENCE. OUR EXHIBITS AND LEARNING PROGRAMS ENCOURAGE PEOPLE TO SUPPORT CONSERVATION EFFORTS THAT PROTECT WILDLIFE AND THEIR HABITATS AROUND THE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 27902862 | Expense |
| Grants | 83000 | Grants |
| Revenue | 33982377 | Revenue |
| Description | CONSERVATION EDUCATION: SHEDD AQUARIUM HAS WELCOMED MORE THAN 100 MILLION GUESTS TO THE WONDERS OF THE AQUATIC WORLD SINCE OPENING ITS DOORS IN 1930. THE AQUARIUM IS COMMITTED TO BEING ONE OF CHICAGO'S MOST ACCESSIBLE CULTURAL INSTITUTIONS, OFFERING ILLINOIS RESIDENT DISCOUNT DAYS THROUGHOUT THE YEAR, AS WELL AS DAILY DISCOUNTS FOR CHICAGO RESIDENTS, STUDENTS AND SENIOR CITIZENS, AND FREE ADMISSION FOR TEACHERS, POLICE AND FIRE PERSONNEL, AND ACTIVE-DUTY MILITARY. INSIDE THE AQUARIUM WALLS, A SUITE OF IMPACTFUL GUEST ENGAGEMENTS, INCLUDING LIVING EXHIBITS AND EXTRAORDINARY EXPERIENCES BEHIND THE SCENES, CREATE MEMORABLE CONNECTIONS TO ANIMALS, WHILE MILLIONS OF ADDITIONAL LEARNERS WORLDWIDE MAKE VIRTUAL CONNECTIONS THROUGH SHEDD'S EDUCATIONAL ONLINE PLATFORMS. THE AQUARIUM ALSO SHARES SHEDD'S MISSION BY TELLING ACCESSIBLE, MEANINGFUL STORIES WITH THE PUBLIC THROUGH PUBLIC RELATIONS AND MARKETING EFFORTS DEVELOPED THROUGH THE INTEGRATION OF CONSERVATION, LEARNING, ANIMAL CARE AND GUEST EXPERIENCE. A PROACTIVE LEADER AND RESOURCE FOR IMMERSIVE SCIENCE EDUCATION OPPORTUNITIES, SHEDD OFFERS PROGRESSIVE, RELEVANT AND ENGAGING PROGRAMS THAT INSPIRE CREATING A GREATER UNDERSTANDING AND APPRECIATION FOR WILDLIFE AND ENVIRONMENTAL STEWARDSHIP. SHEDD STAFF MEMBERS CONDUCT AFTERSCHOOL PROGRAMS, LABS AND WORKSHOPS, AND WEEKLONG CITIZEN SCIENCE PROGRAMS FOR TEENS IN THE GREAT LAKES AND ABOARD ITS RESEARCH VESSEL, THE CORAL REEF II IN THE BAHAMAS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11288049 | Expense |
| Description | ANIMAL CARE: SHEDD AQUARIUM IS HOME TO THE WORLD'S LARGEST AND MOST DIVERSE AQUATIC COLLECTIONS - MORE THAN 32,500 ANIMALS REPRESENTING OVER 1,500 SPECIES. A GLOBAL LEADER IN ANIMAL CARE, SHEDD'S TRAINING AND HUSBANDRY PROGRAMS SUPPORT ONSITE RESEARCH EFFORTS THAT CONTRIBUTE TO THE GROWING SCIENTIFIC BODY OF KNOWLEDGE ABOUT THOSE SPECIES IN THE WILD. ADDITIONALLY, SHEDD'S VETERINARIANS ARE AQUATIC MEDICINE PIONEERS WHO ARE ADVANCING THE FIELDS OF PREVENTIVE MEDICINE, AGING CARE, AND CONSERVATION MEDICINE WHILE PROVIDING WORLD-CLASS MEDICAL CARE THAT FURTHER EXPANDS UNDERSTANDING OF HOW TO SUPPORT HEALTHY ANIMAL POPULATIONS IN AQUARIUMS AND IN THE WILD. SHEDD'S ANIMAL CARE EXPERTISE ALSO LENDS ITSELF TO CRISIS RESPONSE AROUND THE WORLD. AS A NATIONALLY-RECOGNIZED LEADER IN RESCUE AND REHABILITATION, THE AQUARIUM HAS HELPED ANIMALS IN NEED FOR DECADES. SHEDD FREQUENTLY ACTS AS A PARTNER AND ADVISOR TO STATE AND FEDERAL GOVERNMENT AGENCIES, AND FELLOW ZOOS AND AQUARIUMS SEEKING ADVICE ABOUT REHOMING ORPHANED OR INJURED WILDLIFE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1608350 | Expense |
| Revenue | 766865 | Revenue |
| Description | CONSERVATION SCIENCE AND RESEARCH: SHEDD IS LOCATED IN CHICAGO, BUT ITS RESEARCH IS WORLDWIDE. ITS HUSBANDRY, VETERINARY AND CONSERVATION PROGRAMS ARE GROUNDED IN RESEARCH THAT SUPPORTS HEALTHY ANIMALS AT SHEDD AND VIBRANT WILD POPULATIONS AROUND THE WORLD. SHEDD'S CONSERVATION RESEARCH PROGRAMS WORK TO MAXIMIZE BIODIVERSITY WHILE PRESERVING LOCAL LIVELIHOODS, AND FIELD RESEARCHERS OFTEN WORK SIDE-BY-SIDE WITH CITIZEN SCIENTISTS TO CONSERVE WILDLIFE AND HABITATS FOR FUTURE GENERATIONS. THE AQUARIUM'S WORK INCLUDES MORE THAN TWO DECADES OF RESEARCH ON BAHAMIAN ROCK IGUANAS, ONE OF THE WORLD'S MOST CRITICALLY ENDANGERED LIZARDS, AS WELL AS STUDIES OF ENDANGERED ARAPAIMA IN GUYANA, ECONOMICALLY SIGNIFICANT CONCH AND LOBSTER IN THE BAHAMAS, AND SEAHORSES IN SOUTHEAST ASIA. CLOSER TO HOME, SHEDD'S GREAT LAKES RESEARCH FOCUSES ON HIGH PRIORITY WILDLIFE AND HABITAT CONSERVATION ISSUES; THE AQUARIUM'S APPLIED STUDIES SUPPORT LOCAL AND REGIONAL AGENCIES IN DEVELOPING SOUND MANAGEMENT PLANS THAT CAN PROTECT THIS TREASURED NATIONAL RESOURCE. ONSITE, SHEDD'S STATE-OF-THE-ART FACILITIES AND ANIMAL CARE EXPERTS SERVE AS RESOURCES FOR RESEARCH PARTNERS IN CHICAGO AND AROUND THE UNITED STATES. ONSITE RESEARCH PROVIDES VALUABLE BIOLOGICAL AND BEHAVIORAL INFORMATION THAT INFORMS UNDERSTANDING OF SPECIES WHICH ARE NEARLY IMPOSSIBLE TO STUDY IN THE WILD. IN ADDITION TO SHARING WHAT IT LEARNS WITH THE SCIENTIFIC COMMUNITY, SHEDD'S ONSITE WORK CONTRIBUTES TO ITS OWN FIELD RESEARCH, SUCH AS HEALTH ASSESSMENTS OF WILD ALASKAN BELUGA WHALES AND EFFORTS TO SAVE SHARKS FROM LIFE-THREATENING STRESS RESPONSES FROM ENVIRONMENTAL AND ANTHROPOGENIC STRESSORS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 40799261 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 633 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 55 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 54 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE M SIMON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3126923114 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH LAKE SHORE DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60605 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (69 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| TED A BEATTIE | ||||||||
| TRUSTEE, PRES. & CEO(SEE SCHEDULE J) | 45.00 | X | X | 3394434 | 0 | 24744 | ||
| PETER J BENSEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD W BURKE SR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELLEN D CAYA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH H CONNELLY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EUGENE M CUMMINGS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT L DILLE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID L EPSTEIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD E ERWIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TYRONE C FAHNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SARAH N GARVEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| H JOHN GILBERTSON JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN J GREISCH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRETT J HART | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WALLACE L HEAD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| QUENTIN G HEISLER JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL J HENNESSY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KYM M HUBBARD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT H JORDAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRIAN A KENNEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD L KEYSER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS N KING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CARY A KOCHMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID J KOO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNE E KREBS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONNA LAPIETRA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STUART LARKINS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE K LEE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHERYL E MAYBERRY MCKISSACK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW MCNALLY V | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HARVEY L MILLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| J JAY MILLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WADE D MIQUELON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN E MORRISON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PATRICK J MULLEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER J OATES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELLEN L O'CONNOR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JANE B PERKINS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE J PILLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GINEVRA REED RALPH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN REGENSTEIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARC E ROTHMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GREGORY H SACHS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN F SANDNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BENJAMIN M SHAPIRO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID P SCHARF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NANCY S SEARLE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LLOYD D SEMPLE JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SANDRA L SIMON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY S SMITH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GUY E SNYDER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN J SOLOMON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TRACY SOUDER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM C STEERS JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JANE L WARNER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| REEVE BYRON WAUD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVE WELLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONNA SIMS WILSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOYCE M SIMON | ||||||||
| SECRETARY/TREASURER | 45.00 | X | 315434 | 0 | 24511 | |||
| AMY RITTER COWEN | ||||||||
| EXECUTIVE VICE PRESIDENT | 45.00 | 253998 | 0 | 17436 | X | |||
| MICHAEL M DELFINI | ||||||||
| EXECUTIVE VICE PRESIDENT | 45.00 | 247563 | 0 | 31423 | X | |||
| KENNETH T RAMIREZ | ||||||||
| EXECUTIVE VICE PRESIDENT | 45.00 | 209790 | 0 | 18027 | X | |||
| ROGER GERMANN | ||||||||
| EXECUTIVE VICE PRESIDENT | 45.00 | 193382 | 0 | 28059 | X | |||
| SANDY MAREK | ||||||||
| SENIOR VICE PRESIDENT | 45.00 | 182243 | 0 | 28243 | X | |||
| CHERYL MELL | ||||||||
| SENIOR VICE PRESIDENT | 45.00 | 161386 | 0 | 16031 | X | |||
| NANCY B ANSCHEL | ||||||||
| SENIOR VICE PRESIDENT | 45.00 | 158537 | 0 | 19792 | X | |||
| JENNIFER BARYL | ||||||||
| SENIOR VICE PRESIDENT | 45.00 | 154659 | 0 | 15351 | X | |||
| JOHN ROTHCHILD | ||||||||
| DIRECTOR | 45.00 | 282290 | 0 | 17782 | X | |||
| LINDA WILSON | ||||||||
| DIRECTOR | 45.00 | 224147 | 0 | 13859 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5777863 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 255258 | TotalOtherCompensation |
| Number Individuals GT100 K | 24 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EDWARDS ENGINEERING INC | |||||
| 1000 TOUHY AVENUE | ELK GROVE VILLAGE | IL | 600074922 | ENGINEERING | 2863897 |
| 41 NORTH CONTRACTORS LLC | |||||
| 4906 MAIN STREET SUITE 102 | LISLE | IL | 60532 | CONSTRUCTION CONTRACTOR | 768097 |
| KIMCOEUREST SERVICES INC | |||||
| 13028 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | CLEANING SERVICES | 579980 |
| MONTERREY SECURITY CONSULTANTS INC | |||||
| 2232 S BLUE ISLAND AVENUE | CHICAGO | IL | 60608 | SECURITY SERVICES | 551375 |
| KOBOTECH | |||||
| 8 S MICHIGAN AVE | CHICAGO | IL | 60603 | AV SERVICES | 536718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Membership Dues | 4370117 | MembershipDues |
| Fundraising Events | 372955 | FundraisingEvents |
| Government Grants | 4085000 | GovernmentGrants |
| All Other Contributions | 8118653 | AllOtherContributions |
| Noncash Contributions | 1644880 | NoncashContributions |
| Total Contributions | 16946725 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADMISSIONS | 900099 | 33338087 | 33338087 | |
| FOOD SERVICE | 722210 | 1293279 | $1,293,279 | |
| EDUCATIONAL PROGRAMS | 900099 | 766865 | 766865 | |
| BELUGA ENCOUNTERS | 900099 | 193794 | 193794 | |
| PENGUIN ENCOUNTERS | 900099 | 159463 | 159463 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 337439 | TotalRevenueColumn |
| Related Or Exempt Function Income | 291033 | RelatedOrExemptFunctionIncome |
| Exclusion | $46,406 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36088927 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4635874 | TotalRevenueColumn |
| Exclusion | $4,635,874 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2933010 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 370870 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2562140 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2562140 | TotalRevenueColumn |
| Exclusion | $2,562,140 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 51367296 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 45775476 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5591820 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5591820 | TotalRevenueColumn |
| Exclusion | $5,591,820 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 324629 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 372955 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 554847 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -230218 | TotalRevenueColumn |
| Exclusion | -$230,218 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 237931 | TotalRevenueColumn |
| Unrelated Business Revenue | 36941 | UnrelatedBusinessRevenue |
| Exclusion | $200,990 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 237931 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65833199 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34749242 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 36941 | UnrelatedBusinessRevenue |
| Exclusion | $14,100,291 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8000 | Total |
| Program Services | 8000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75000 | Total |
| Program Services | 75000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3548325 | Total |
| Program Services | 1333020 | ProgramServices |
| Management And General | 1522278 | ManagementAndGeneral |
| Fundraising | 693027 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15321787 | Total |
| Program Services | 12139005 | ProgramServices |
| Management And General | 2417086 | ManagementAndGeneral |
| Fundraising | 765696 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718751 | Total |
| Program Services | 488000 | ProgramServices |
| Management And General | 159201 | ManagementAndGeneral |
| Fundraising | 71550 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2851519 | Total |
| Program Services | 2062346 | ProgramServices |
| Management And General | 573786 | ManagementAndGeneral |
| Fundraising | 215387 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1516364 | Total |
| Program Services | 1029446 | ProgramServices |
| Management And General | 335937 | ManagementAndGeneral |
| Fundraising | 150981 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1518177 | Total |
| Program Services | 1469786 | ProgramServices |
| Management And General | 39428 | ManagementAndGeneral |
| Fundraising | 8963 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57453 | Total |
| Management And General | 57453 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68890 | Total |
| Program Services | 3225 | ProgramServices |
| Management And General | 65665 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
| Management And General | 15000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565998 | Total |
| Management And General | 565998 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3224872 | Total |
| Program Services | 2201068 | ProgramServices |
| Management And General | 666357 | ManagementAndGeneral |
| Fundraising | 357447 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1654311 | Total |
| Program Services | 113711 | ProgramServices |
| Management And General | 1540600 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3043273 | Total |
| Program Services | 2356733 | ProgramServices |
| Management And General | 316849 | ManagementAndGeneral |
| Fundraising | 369691 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282640 | Total |
| Program Services | 40488 | ProgramServices |
| Management And General | 216070 | ManagementAndGeneral |
| Fundraising | 26082 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1582650 | Total |
| Program Services | 1500419 | ProgramServices |
| Management And General | 69346 | ManagementAndGeneral |
| Fundraising | 12885 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 849077 | Total |
| Program Services | 644228 | ProgramServices |
| Management And General | 112236 | ManagementAndGeneral |
| Fundraising | 92613 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36386 | Total |
| Program Services | 18799 | ProgramServices |
| Management And General | 16163 | ManagementAndGeneral |
| Fundraising | 1424 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1320643 | Total |
| Program Services | 1314363 | ProgramServices |
| Fundraising | 6280 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11684357 | Total |
| Program Services | 11174351 | ProgramServices |
| Management And General | 426143 | ManagementAndGeneral |
| Fundraising | 83863 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 554741 | Total |
| Program Services | 49132 | ProgramServices |
| Management And General | 505609 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIR AND MAINTENANCE | 1257969 | 1206960 | 39969 | 11040 |
| FOOD SERVICE EXPENSE | 493818 | 493818 | ||
| PROFESSIONAL DEVELOPMEN | 186401 | 119065 | 63110 | 4226 |
| UNRELATED BUSINESS INCO | 7182 | 7182 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1066908 | Total |
| Program Services | 951116 | ProgramServices |
| Management And General | 91266 | ManagementAndGeneral |
| Fundraising | 24526 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53510492 | Total |
| Program Services | 40799261 | ProgramServices |
| Management And General | 9815550 | ManagementAndGeneral |
| Fundraising | 2895681 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16534776 | BOY |
| EOY | 24861375 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18190927 | BOY |
| EOY | 11187408 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1559566 | BOY |
| EOY | 2494303 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1700478 | BOY |
| EOY | 1096263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 289616240 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 141854270 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154182065 | BOY |
| EOY | 147761970 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131117900 | BOY |
| EOY | 149290103 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22983756 | BOY |
| EOY | 26591630 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1490340 | BOY |
| EOY | 1509471 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347759808 | BOY |
| EOY | 364792523 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6034849 | BOY |
| EOY | 4866240 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 768863 | BOY |
| EOY | 913139 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28946638 | BOY |
| EOY | 27642270 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5847921 | BOY |
| EOY | 3398268 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41598271 | BOY |
| EOY | 36819917 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238940124 | BOY |
| EOY | 261682538 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51792781 | BOY |
| EOY | 50766332 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15428632 | BOY |
| EOY | 15523736 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306161537 | BOY |
| EOY | 327972606 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347759808 | BOY |
| EOY | 364792523 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 12322707 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9488362 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26574307 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14699777 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25342155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19049881 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12935944 | CurrentTaxYear |
| Total | 98602064 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5023355 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4452963 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4211458 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4500777 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4010781 | CurrentTaxYear |
| Total | 22199334 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31597662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19152740 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29553613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23550658 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16946725 | CurrentTaxYear |
| Total | 120801398 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1860862 | AmountsSubstContributorsTotal |
| Public Support Total170 | 118940536 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7152503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5877350 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6342331 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7447767 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7568884 | CurrentTaxYear |
| Total | 34388835 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39730 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 121134 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68964 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36941 | CurrentTaxYear |
| Total | 276769 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1315086 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119609 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 184360 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 200990 | CurrentTaxYear |
| Total | 1989874 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 157456876 | TotalSupport |
| Gross Receipts From Admissions Etc | 153437123 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75540 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73680 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $8,844 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $15,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 23844 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | PAYMENTS TO OUTSIDE CONSULTANT | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 152794627 | BeginningOfYearBalance |
| Contributions | 5034711 | Contributions |
| Investment Earnings Or Losses | 19178796 | InvestmentEarningsOrLosses |
| End Of Year Balance | 177008134 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 136329732 | BeginningOfYearBalance |
| Contributions | 13784022 | Contributions |
| Investment Earnings Or Losses | 2680873 | InvestmentEarningsOrLosses |
| End Of Year Balance | 152794627 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113076988 | BeginningOfYearBalance |
| Contributions | 7815313 | Contributions |
| Investment Earnings Or Losses | 16378471 | InvestmentEarningsOrLosses |
| Other Expenditures | 941040 | OtherExpenditures |
| End Of Year Balance | 136329732 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 91077342 | BeginningOfYearBalance |
| Contributions | 342242 | Contributions |
| Investment Earnings Or Losses | 22598444 | InvestmentEarningsOrLosses |
| Other Expenditures | 941040 | OtherExpenditures |
| End Of Year Balance | 113076988 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 132151788 | BeginningOfYearBalance |
| Contributions | 200000 | Contributions |
| Investment Earnings Or Losses | -36881075 | InvestmentEarningsOrLosses |
| Other Expenditures | 4393371 | OtherExpenditures |
| End Of Year Balance | 91077342 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.69180 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08130 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.22690 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104223519 | OtherCostOrOtherBasis |
| Depreciation | 38856714 | Depreciation |
| Book Value | 65366805 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 122742863 | OtherCostOrOtherBasis |
| Depreciation | 61636987 | Depreciation |
| Book Value | 61105876 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62481091 | OtherCostOrOtherBasis |
| Depreciation | 41360569 | Depreciation |
| Book Value | 21120522 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 168767 | OtherCostOrOtherBasis |
| Book Value | 168767 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 147761970 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LIMITED PARTNERSHIP INTERESTS | 19708580 | F |
| INTERESTS IN PRIVATE EQUITY FUNDS | 6341049 | F |
| INTEREST IN REAL ASSET FUNDS | 542001 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 26591630 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED POST-RETIREMENT BENEFIT | Description |
| Amount | $3,398,268 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3398268 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 75681280 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9488362 | NetUnrealizedGainsInvestments |
| Other Revenues | 925717 | OtherRevenues |
| Revenue Not Rptd F990 | 10414079 | RevenueNotRptdF990 |
| Revenue Subtotal | 65267201 | RevenueSubtotal |
| Investment Expenses Not Included | 565998 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 565998 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 65833199 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 53870211 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 925717 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 925717 | ExpensesNotRptdF990 |
| Expenses Subtotal | 52944494 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 565998 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 565998 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 53510492 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | LIVE ANIMAL INVENTORY THE COSTS OF PURCHASING OR COLLECTING LIVE ANIMALS ARE EXPENSED AS INCURRED. DONATED SPECIMENS ARE NOT VALUED AND, THEREFORE, ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. | |
| PART III, LINE 4: | THE AQUARIUM HOUSES ONE OF THE LARGEST AND MOST DIVERSE COLLECTIONS OF LIVE AQUATIC ANIMALS IN THE WORLD. CURRENTLY, THIS INCLUDES 836 SPECIES OF FISHES AND 276 SPECIES OF INVERTEBRATES. IN ADDITION THERE ARE OVER 47 SPECIES OF REPTILES, 29 SPECIES OF AMPHIBIANS, 8 SPECIES OF MAMMALS AND 8 SPECIES OF BIRDS. ALTOGETHER, THE COLLECTIONS INCLUDE 1,800 FISHES AND INVERTEBRATES FROM 80 PROTECTED SPECIES. ABOUT 1,700 OF THESE ANIMALS ARE OFF-EXHIBIT FOR BREEDING PURPOSES. | |
| PART V, LINE 4: | THE INTENDED USES OF THE ENDOWMENT ARE TO FUND GENERAL OPERATIONS, EDUCATIONAL PROGRAMS, CONSERVATION ACTIVITIES AND SPECIAL PROJECTS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | FIN 48 FOOTNOTE - THE SOCIETY RECOGNIZES INCOME TAX LIABILITIES OR BENEFITS AT THE TIME SUCH AMOUNTS HAVE BEEN INCURRED AND ARE REASONABLY ESTIMABLE. ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE TAX LIABILITIES ARE RECORDED AS INCOME TAX EXPENSE. THE SOCIETY BELIEVES IT HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS OR LIABILITIES AT DECEMBER 31, 2012 AND 2011 AND IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2009. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| FUNDRAISING EVENTS 554,847. RENTAL EXPENSES 370,870. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| FUNDRAISING EVENTS 554,847. RENTAL EXPENSES 370,870. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | SEAHORSE CONSERVATION | 75000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | 7102 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | AQUATIC RESEARCH TRIPS | 29507 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | 811 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | RESEARCH TRIPS | 24548 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | AQUATIC RESEARCH | 23151 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | 1858 |
| ASIA | 0 | 0 | PROGRAM SERVICES | COLLECTION RESEARCH | 23384 |
| ASIA | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | 10670 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | 2521 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CONFERENCE ATTENDANCE | 14354 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | 3966000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 185361 | SubtotalAmountSpent |
| Cont Amount Spent | 3993545 | ContAmountSpent |
| Total Amount Spent | 4178906 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Purpose Of Grant | SEAHORSE CONSERVATION | PurposeOfGrant |
| Amount Of Cash Grant | 75000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: SHEDD REQUIRES REPORTS ON HOW FUNDS WERE EXPENDED AND ACCORDING TO PLAN AND EVALUATION OF RESULTS OF THE PROGRAM'S ACCOMPLISHMENTS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TRUSTEE GALA | NameOfEvent1 |
| Gross Receipts Event1 | 528704 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 372955 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 155749 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 332425 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BLU | NameOfEvent2 |
| Gross Receipts Event2 | 130880 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 130880 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 147972 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 38000 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 38000 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 74450 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 697584 | GrossReceiptsTotal |
| Charitable Contributions Total | 372955 | CharitableContributionsTotal |
| Gross Revenue Total Events | 324629 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 554847 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 554847 | DirectExpenseSummaryEvents |
| Net Income Summary | -230218 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL IGUANA FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1989 COLONIAL PARKWAY | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 752954637 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 5500 | AmountOfCashGrant |
| Purpose Of Grant | CONSERVATION | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SHEDD REQUIRES REPORTS ON HOW FUNDS WERE EXPENDED AND ACCORDING TO PLAN AND EVALUATION OF RESULTS OF THE PROGRAM'S ACCOMPLISHMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TED A BEATTIE | ||||||||||||||
| TRUSTEE, PRES. & CEO(SEE SCHEDULE J) | 475402 | 0 | 317500 | 0 | 2601532 | 0 | 15000 | 0 | 9744 | 0 | 3419178 | 0 | 1712566 | 0 |
| JOYCE M SIMON | ||||||||||||||
| SECRETARY/TREASURER | 242438 | 0 | 35000 | 0 | 37996 | 0 | 14115 | 0 | 10396 | 0 | 339945 | 0 | 0 | 0 |
| AMY RITTER COWEN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 188348 | 0 | 35000 | 0 | 30650 | 0 | 11285 | 0 | 6151 | 0 | 271434 | 0 | 0 | 0 |
| MICHAEL M DELFINI | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 205563 | 0 | 25000 | 0 | 17000 | 0 | 13164 | 0 | 18259 | 0 | 278986 | 0 | 0 | 0 |
| KENNETH T RAMIREZ | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 185936 | 0 | 20000 | 0 | 3854 | 0 | 7708 | 0 | 10319 | 0 | 227817 | 0 | 0 | 0 |
| ROGER GERMANN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | 161382 | 0 | 15000 | 0 | 17000 | 0 | 9858 | 0 | 18201 | 0 | 221441 | 0 | 0 | 0 |
| SANDY MAREK | ||||||||||||||
| SENIOR VICE PRESIDENT | 153858 | 0 | 20000 | 0 | 8385 | 0 | 10062 | 0 | 18181 | 0 | 210486 | 0 | 0 | 0 |
| CHERYL MELL | ||||||||||||||
| SENIOR VICE PRESIDENT | 151316 | 0 | 2000 | 0 | 8070 | 0 | 9684 | 0 | 6347 | 0 | 177417 | 0 | 0 | 0 |
| NANCY B ANSCHEL | ||||||||||||||
| SENIOR VICE PRESIDENT | 140848 | 0 | 5000 | 0 | 12689 | 0 | 9517 | 0 | 10275 | 0 | 178329 | 0 | 0 | 0 |
| JENNIFER BARYL | ||||||||||||||
| SENIOR VICE PRESIDENT | 134620 | 0 | 5000 | 0 | 15039 | 0 | 9023 | 0 | 6328 | 0 | 170010 | 0 | 0 | 0 |
| JOHN ROTHCHILD | ||||||||||||||
| DIRECTOR | 59872 | 0 | 1000 | 0 | 221418 | 0 | 8418 | 0 | 9364 | 0 | 300072 | 0 | 0 | 0 |
| LINDA WILSON | ||||||||||||||
| DIRECTOR | 61234 | 0 | 1000 | 0 | 161913 | 0 | 7751 | 0 | 6108 | 0 | 238006 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | PART I, LINE 1A: LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE PRESIDENT/CEO WAS PROVIDED CERTAIN SOCIAL CLUB DUES; THE PORTION OF THIS BENEFIT NOT RELATED TO BONA FIDE BUSINESS PURPOSES WAS TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | PART I, LINE 4B: LINE 4B - THE PRESIDENT/CEO PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN AS DESCRIBED IN SECTION 457(F). TOTAL CONTRIBUTIONS FOR THE YEAR WERE $94,235. A FINAL PAYOUT WAS MADE IN 2012 IN THE AMOUNT OF $2,579,032. THIS AMOUNT WAS ACCRUED OVER 14 YEARS. CONTRIBUTIONS MADE TO THE PLAN WERE CONSIDERED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES WHEN PERFORMING THEIR ANNUAL REVIEW OF THE PRESIDENT/CEO'S COMPENSATION. SEE SCHEDULE O, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION. THE FOLLOWING PEOPLE ALSO RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JOHN ROTHCHILD $199,200, LINDA WILSON $148,100. |
| PART I, LINE 5 | PART I, LINE 5: LINE 5A - A PORTION OF THE BONUSES PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A WERE CONTINGENT ON A PORTION OF THE ORGANIZATION'S REVENUES. |
| PART I, LINE 6 | PART I, LINE 6: LINE 6A - A PORTION OF THE BONUSES PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A WERE CONTINGENT ON A PORTION OF THE ORGANIZATIONS NET EARNINGS. |
| PART I, LINE 7 | PART I, LINE 7: PART 7A - BONUSES WERE PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A AT THE DISCRETION OF THE BOARD OF TRUSTEES AND PRESIDENT/CEO. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | 45200BSF6 | CUSIPNumber |
| Date Issued | 2005-11-08 | DateIssued |
| Issue Price | 35881436 | IssuePrice |
| Description Of Purpose | ADVANCE REFUND 1997 BONDS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 35881436 | TotalProceeds |
| Refunding Escrow | 38644694 | RefundingEscrow |
| Issuance Costs From Proceeds | 470480 | IssuanceCostsFromProceeds |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 1 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1354316 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FOOD & BEVERAGE | 37 | 211953 | FAIR MARKET VALUE |
| X | AIRLINE TICKETS | 1 | 69600 | FAIR MARKET VALUE |
| X | MISCELLANEOUS | 1 | 9012 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES AND MAY ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN MEETINGS OF THE BOARD, SUBJECT TO CERTAIN LIMITATIONS. UNDER THE TERMS OF THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE IS MADE UP OF FIVE TO TEN MEMBERS OF THE BOARD OF TRUSTEES ELECTED BY THE BOARD AT ITS ANNUAL MEETING; IN ADDITION, THE CHAIRPERSON OF THE BOARD SERVES AS AN EX OFFICIO MEMBER WITH A VOTE. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION CONTRACTS WITH SODEXO AMERICA, LLC AND EVENT NETWORK, INC. TO MANAGE AND OPERATE FOOD SERVICES AND GIFT SHOPS, RESPECTIVELY, AT THE AQUARIUM. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED FORM 990, INCLUDING SCHEDULES, WAS DISTRIBUTED TO THE MEMBERS OF THE AUDIT COMMITTEE (THE COMMITTEE) OF THE BOARD OF TRUSTEES. THE COMMITTEE MET ON MAY 1, 2013 WITH THE ORGANIZATION'S PRESIDENT/CEO AND CHIEF FINANCIAL OFFICER TO REVIEW THE FORM 990 AND RELATED SCHEDULES. SUBSEQUENTLY, EACH TRUSTEE WAS REQUESTED TO REVIEW THE FINAL FORM 990, INCLUDING SCHEDULES, WHICH HAD BEEN UPLOADED TO THE TRUSTEES' EXTRANET SITE. ALL QUESTIONS OR COMMENTS WERE DIRECTED TO THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, TRUSTEES, AFFILIATES, EMPLOYEES AND VOLUNTEERS ARE ASKED TO REVIEW THE ORGANIZATION'S CODE OF ETHICS AND COMPLETE A CODE OF ETHICS STATEMENT AND QUESTIONNAIRE, WHICH INCLUDES THEIR AGREEMENT TO REPORT PROMPTLY ANY REPORTABLE MATTERS. SUCH STATEMENTS ARE REVIEWED AND EVALUATED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE (THE COMMITTEE) OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE ANNUAL REVIEW OF THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. ALL MEMBERS OF THE COMMITTEE ARE INDEPENDENT. IN DETERMINING THE COMPENSATION OF THE PRESIDENT/CEO, THE COMMITTEE EVALUATES HIS PERFORMANCE AGAINST PREVIOUSLY AGREED UPON CRITERIA, CONSIDERS INFORMATION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT AND COMPARABLE MARKET DATA, THEN DEBATES AND DOCUMENTS ITS RECOMMENDATION OF REASONABLE COMPENSATION. IN DETERMINING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, THE SAME PROCEDURES ARE PERFORMED; HOWEVER, THE COMMITTEE CONSIDERS THE CEO'S EVALUATION OF THE STAFFS' PERFORMANCE. THE RECOMMENDATIONS ARE THEN TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR FINAL REVIEW AND ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | CERTAIN OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. IT'S AUDITED FINANCIAL STATEMENTS AND PUBLIC-DISCLOSURE COPIES OF ITS FORM 990 ARE INCLUDED ON ITS WEB SITE. |
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