MONTEREY BAY AQUARIUM FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM FOUNDATION (EIN 94-2487469)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201343179349306299
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T20:10:12-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CALIFORNIA STREET SUITE 2300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | 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 | 942487469 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % EDWARD E PROHASKA | InCareOfName |
| Name Control | MONT | NameControl |
| Phone | 8316484800 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD E PROHASKA | Name |
| Title | CFO | Title |
| Phone | 8316484800 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINA BECKWITH | Name |
| Phone | 4159863900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JULIE PACKARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 180200420 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MONTEREYBAYAQUARIUM.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | The Mission of the Monterey Bay Aquarium is to inspire conservation of the oceans. (See schedule O for further detail) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 604 | TotalNbrEmployees |
| Total Nbr Volunteers | 1219 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 25494301 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 22938932 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35389480 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 38309941 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -988330 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3668039 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1939611 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1335437 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 61835062 | TotalRevenuePriorYear |
| Total Revenue Current Year | 66252349 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 504801 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 337062 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29919692 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32385123 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 241208 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 281541 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2174529 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32346439 | OtherExpensePriorYear |
| Other Expenses Current Year | 31304306 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 63012140 | TotalExpensesPriorYear |
| Total Expenses Current Year | 64308032 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1177078 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1944317 | RevenuesLessExpensesCY |
| Total Assets BOY | 302117793 | TotalAssetsBOY |
| Total Assets EOY | 318596646 | TotalAssetsEOY |
| Total Liabilities BOY | 12276450 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13892082 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 289841343 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 304704564 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26581599 | Expense |
| Grants | 18800 | Grants |
| Revenue | 35710171 | Revenue |
| Description | MARINE LIFE EXHIBITION AND CARE - SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10096118 | Expense |
| Grants | 47130 | Grants |
| Revenue | 1990360 | Revenue |
| Description | EDUCATION AND OUTREACH - SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5677975 | Expense |
| Grants | 235330 | Grants |
| Revenue | 76187 | Revenue |
| Description | CONSERVATION AND RESEARCH - SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 13353042 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 35802 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | -706182 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 55708734 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 349 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 604 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EDWARD E PROHASKA | NamePerson |
| Telephone Number | 8316484800 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Julie Packard | |||||||||
| Exec Director and Vice Chair | 28.0 | 0.0 | X | X | 245104 | 0 | 33564 | ||
| Dr Peter S Bing | |||||||||
| Chairman | 1.0 | 0.0 | X | X | 0 | 0 | 0 | ||
| Stephen C Neal | |||||||||
| Vice Chair | 1.0 | 0.0 | X | X | 0 | 0 | 0 | ||
| Susan Ford Dorsey | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Susan Orr | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| James E Canales | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Margaret Caldwell | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Mark Wan | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Pietro Parravano | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Michael Mantell | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Caroline Getty | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Connie Martinez | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Chris Scholin | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| MRC Greenwood | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Joan Lane | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Samanta Campbell | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| William Landreth | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Juan Govea | |||||||||
| Trustee | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| James Hekkers | |||||||||
| Managing Director | 40.0 | 1.0 | X | 260797 | 0 | 42853 | |||
| Barbara Wright | |||||||||
| Secretary | 1.0 | 0.0 | X | 0 | 0 | 0 | |||
| Edward E Prohaska | |||||||||
| Chief Financial Officer | 40.0 | 1.0 | X | 243963 | 0 | 35086 | |||
| Cristina Fekeci | |||||||||
| Chief Development Offier | 40.0 | 0.0 | 195097 | 0 | 50247 | X | |||
| Cynthia Vernon | |||||||||
| V.P. Education & Programs | 40.0 | 0.0 | 163169 | 0 | 30651 | X | |||
| Teresa Jeanine Merry | |||||||||
| V.P. Human Resources | 40.0 | 0.0 | 151176 | 0 | 44036 | X | |||
| Marian Martha Hahn | |||||||||
| V. P. of Marketing | 40.0 | 0.0 | 150913 | 0 | 23171 | X | |||
| Don Hughes | |||||||||
| V.P. of Exhibitions | 40.0 | 0.0 | 173412 | 0 | 38375 | X | |||
| Randall Hamilton | |||||||||
| V. P. of Husbandry | 40.0 | 0.0 | 152264 | 0 | 25990 | X | |||
| Charles Aslanian | |||||||||
| V. P. of Facility Operations | 40.0 | 0.0 | 140697 | 0 | 43430 | X | |||
| Jim H Westbrook | |||||||||
| Director of Finance | 40.0 | 1.0 | 149827 | 0 | 22834 | X | |||
| Tama Raye Bistrian | |||||||||
| Controller & Director of Acctg | 40.0 | 0.0 | 137321 | 34940 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2163740 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 425177 | TotalOtherCompensation |
| Number Individuals GT100 K | 28 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RUDOLPH SLETTEN | |||||
| 1600 SEAPORT BLVD 350 | REDWOOD CITY | CA | 94063 | CONSTRUCTION | 5117168 |
| ENGINE COMPANY 1 | |||||
| 451 PACIFIC AVENUE | SAN FRANCISCO | CA | 94133 | MEDIA & SERVICE | 2543678 |
| ESHRECK HOMSEY DODGE | |||||
| 500 TREAT AVENUE | SAN FRANCISCO | CA | 94110 | ARCHITECTURE | 1558707 |
| IMPACTS RESEARCH | |||||
| 3720 FALCON RIDGE DRIVE | MEDINA | OH | 44256 | MARKET RESEARCH | 1367121 |
| COVELL CONSTRUCTION | |||||
| 102 BENITO AVENUE | PACIFIC GROVE | CA | 93950 | CONSTRUCTION | 830688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 53 | NumberOfContractorsGT100K |
| Membership Dues | 9392538 | MembershipDues |
| Fundraising Events | 74305 | FundraisingEvents |
| Government Grants | 496146 | GovernmentGrants |
| All Other Contributions | 12975943 | AllOtherContributions |
| Noncash Contributions | 127920 | NoncashContributions |
| Total Contributions | 22938932 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSION FEES | 611600 | 36012528 | 36012528 |
| OTHER PROGRAM REVENUE | 900099 | 1987360 | 1987360 |
| FOOD SERVICE | 722320 | 310053 | 310053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 38309941 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1605970 | TotalRevenueColumn |
| Exclusion | $1,605,970 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4891 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4891 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3381260 | Real |
| Personal | 135000 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 907052 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2474208 | Real |
| Personal | 135000 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2609208 | TotalRevenueColumn |
| Exclusion | $2,609,208 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 115054372 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112992303 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2062069 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2062069 | TotalRevenueColumn |
| Exclusion | $2,062,069 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 14350 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 74305 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 48716 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -34366 | TotalRevenueColumn |
| Exclusion | -$34,366 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FEDERAL CONTRACT REVENUE | 541700 | 43845 | 43845 |
| LOSS ON FIXED ASSET DISPOSAL | 900099 | -1633346 | -1633346 |
| INSURANCE PROCEEDS | 900099 | 113527 | 113527 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 231678 | TotalRevenueColumn |
| Related Or Exempt Function Income | 231678 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1244296 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66252349 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37070536 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,242,881 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295962 | Total |
| Program Services | 295962 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41100 | Total |
| Program Services | 41100 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1669823 | Total |
| Program Services | 367904 | ProgramServices |
| Management And General | 1056576 | ManagementAndGeneral |
| Fundraising | 245343 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23054507 | Total |
| Program Services | 20031390 | ProgramServices |
| Management And General | 2185490 | ManagementAndGeneral |
| Fundraising | 837627 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2081129 | Total |
| Program Services | 1822298 | ProgramServices |
| Management And General | 180132 | ManagementAndGeneral |
| Fundraising | 78699 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3672544 | Total |
| Program Services | 3114126 | ProgramServices |
| Management And General | 408934 | ManagementAndGeneral |
| Fundraising | 149484 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1907120 | Total |
| Program Services | 1576064 | ProgramServices |
| Management And General | 257134 | ManagementAndGeneral |
| Fundraising | 73922 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216248 | Total |
| Program Services | 153755 | ProgramServices |
| Management And General | 62376 | ManagementAndGeneral |
| Fundraising | 117 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199316 | Total |
| Program Services | 191537 | ProgramServices |
| Management And General | 7569 | ManagementAndGeneral |
| Fundraising | 210 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110624 | Total |
| Program Services | 110624 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281541 | Total |
| Fundraising | 281541 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153532 | Total |
| Management And General | 153532 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5350532 | Total |
| Program Services | 4763998 | ProgramServices |
| Management And General | 532043 | ManagementAndGeneral |
| Fundraising | 54491 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4499086 | Total |
| Program Services | 4344631 | ProgramServices |
| Management And General | 148105 | ManagementAndGeneral |
| Fundraising | 6350 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4812410 | Total |
| Program Services | 4205003 | ProgramServices |
| Management And General | 337105 | ManagementAndGeneral |
| Fundraising | 270302 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289513 | Total |
| Program Services | 267142 | ProgramServices |
| Management And General | 11257 | ManagementAndGeneral |
| Fundraising | 11114 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1849348 | Total |
| Program Services | 1632043 | ProgramServices |
| Management And General | 211709 | ManagementAndGeneral |
| Fundraising | 5596 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1539027 | Total |
| Program Services | 1355735 | ProgramServices |
| Management And General | 78746 | ManagementAndGeneral |
| Fundraising | 104546 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206386 | Total |
| Program Services | 167152 | ProgramServices |
| Management And General | 30689 | ManagementAndGeneral |
| Fundraising | 8545 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8831120 | Total |
| Program Services | 8351240 | ProgramServices |
| Management And General | 473638 | ManagementAndGeneral |
| Fundraising | 6242 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460039 | Total |
| Program Services | 442180 | ProgramServices |
| Management And General | 17376 | ManagementAndGeneral |
| Fundraising | 483 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| MARINE LIFE ACQ./CARE | 1240999 | 1240999 | ||
| DONATED GOODS | 569473 | 563460 | 6013 | |
| MERCHANT FEES | 699576 | 665677 | 33899 | |
| LOSS CONTIGENCY FOR NOTE RECEI | 197506 | 197506 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79571 | Total |
| Program Services | 4714 | ProgramServices |
| Management And General | 74852 | ManagementAndGeneral |
| Fundraising | 5 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64308032 | Total |
| Program Services | 55708734 | ProgramServices |
| Management And General | 6424769 | ManagementAndGeneral |
| Fundraising | 2174529 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19124827 | BOY |
| EOY | 15228828 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19909212 | BOY |
| EOY | 18784080 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1688708 | BOY |
| EOY | 1774262 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230000 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 551422 | BOY |
| EOY | 593996 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 248176250 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 114647890 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130128679 | BOY |
| EOY | 133528360 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129797814 | BOY |
| EOY | 148078857 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 687131 | BOY |
| EOY | 608263 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302117793 | BOY |
| EOY | 318596646 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5989766 | BOY |
| EOY | 7288281 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6002803 | BOY |
| EOY | 6425716 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283881 | BOY |
| EOY | 178085 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12276450 | BOY |
| EOY | 13892082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255198476 | BOY |
| EOY | 268593790 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20321559 | BOY |
| EOY | 20806770 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14321308 | BOY |
| EOY | 15304004 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289841343 | BOY |
| EOY | 304704564 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302117793 | BOY |
| EOY | 318596646 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1944317 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 12918904 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31383828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29244577 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26601004 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25494301 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22938932 | CurrentTaxYear |
| Total | 135662642 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30564881 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35048913 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33755253 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35412176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38309941 | CurrentTaxYear |
| Total | 173091164 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61948709 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64293490 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60356257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60906477 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61248873 | CurrentTaxYear |
| Total | 308753806 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7156080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7010760 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1266744 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1252164 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1187684 | CurrentTaxYear |
| Total | 17873432 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7156080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7010760 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1266744 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1252164 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1187684 | CurrentTaxYear |
| Total | 17873432 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 290880374 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4621089 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4410388 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4190912 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4330416 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5127121 | CurrentTaxYear |
| Total | 22679926 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4621089 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4410388 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4190912 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4330416 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5127121 | CurrentTaxYear |
| Total | 22679926 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 130145 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 81975 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 170064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 766657 | CurrentTaxYearMinus1Year |
| Current Tax Year | 389050 | CurrentTaxYear |
| Total | 1537891 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 66699943 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 68785853 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64717233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66003550 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66765044 | CurrentTaxYear |
| Total | 332971623 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87359 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.79452 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06811 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06474 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | In 2012, the majority of other income was earned from insurance proceeds received due to a casualty and contract work relating to (1) research for the federal government on the Gulf of Mexico oil spill and (2) research on sustainable fisheries related to the seafood watch program. | GeneralExplanation |
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
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 124902 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 124902 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 64183130 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 64308032 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Form4720 Filed | true | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 142964 | CurrentYearMinus3 |
| Current Year Minus2 | 152064 | CurrentYearMinus2 |
| Current Year Minus1 | 230759 | CurrentYearMinus1 |
| Current Year | 124902 | CurrentYear |
| Total | 650689 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 4660 | CurrentYearMinus3 |
| Current Year Minus2 | 11346 | CurrentYearMinus2 |
| Current Year Minus1 | 9736 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 25742 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78277759 | BeginningOfYearBalance |
| Contributions | 1251775 | Contributions |
| Investment Earnings Or Losses | 1962898 | InvestmentEarningsOrLosses |
| Other Expenditures | 612862 | OtherExpenditures |
| End Of Year Balance | 80879570 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77434508 | BeginningOfYearBalance |
| Contributions | 1786573 | Contributions |
| Investment Earnings Or Losses | -467240 | InvestmentEarningsOrLosses |
| Other Expenditures | 476082 | OtherExpenditures |
| End Of Year Balance | 78277759 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75328843 | BeginningOfYearBalance |
| Contributions | 1018399 | Contributions |
| Investment Earnings Or Losses | 1550640 | InvestmentEarningsOrLosses |
| Other Expenditures | 463374 | OtherExpenditures |
| End Of Year Balance | 77434508 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74637452 | BeginningOfYearBalance |
| Contributions | 165475 | Contributions |
| Investment Earnings Or Losses | 902723 | InvestmentEarningsOrLosses |
| Other Expenditures | 376807 | OtherExpenditures |
| End Of Year Balance | 75328843 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65871281 | BeginningOfYearBalance |
| Contributions | 8766171 | Contributions |
| End Of Year Balance | 74637452 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.78200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.18900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02900 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10083878 | OtherCostOrOtherBasis |
| Book Value | 10083878 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 143463982 | OtherCostOrOtherBasis |
| Depreciation | 63047320 | Depreciation |
| Book Value | 80416662 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1226178 | OtherCostOrOtherBasis |
| Depreciation | 1199158 | Depreciation |
| Book Value | 27020 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26394338 | OtherCostOrOtherBasis |
| Depreciation | 20133461 | Depreciation |
| Book Value | 6260877 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67007874 | OtherCostOrOtherBasis |
| Depreciation | 30267951 | Depreciation |
| Book Value | 36739923 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 133528360 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY FUND | 87971521 | F |
| BOND FUNDS | 12704194 | F |
| COMMODITIES FUND | 2918803 | F |
| HEDGE FUNDS | 28949425 | F |
| US GOVERNMENT MONEY MARKET | 725088 | F |
| PRIVATE CAPITAL FUNDS | 14694854 | F |
| BROKERAGE ACCOUNT BALANCES | 114972 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 148078857 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY PAYMENT LIABILITY | Description |
| Amount | $178,085 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 178085 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Intended Use of Endowment Funds | Identifier |
| Return Reference | Form 990, Schedule D, Part V, Line 4 | ReturnReference |
| Explanation | The earnings of the aquarium's endowment funds support education and conservation programs and the mission of the aquarium. FIN 48 (ASC 740) Footnote Form 990, Schedule D, Part X, Line 2 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, 2009 through December 31, 2012 for federal tax purposes and the years ended December 31, 2008 through December 31, 2012 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 years. There have been no material changes in unrecognized tax positions as of December 31, 2012 and 2011, nor are any material changes anticipated over the twelve months following December 31, 2012. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (13 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Sub-Saharan Africa | Program Services | IAC Conference | 34545 |
| East Asia and the Pacific | Program Services | Int'l Symposiums | 17082 |
| East Asia and the Pacific | Program Services | Fuktishima Aq. Visit | 3277 |
| East Asia and the Pacific | Program Services | Tuna Research | 12375 |
| East Asia and the Pacific | Program Services | Sustainable Seafood | 18245 |
| North America | Fundraising | 4929 | |
| North America | Program Services | Sustainable Seafood | 640 |
| North America | Program Services | Animal Collecting | 9878 |
| North America | Program Services | Trade Show | 1228 |
| North America | Program Services | Graphic Design Review | 8961 |
| Europe (Including Iceland and Greenland) | Program Services | Conferences | 6110 |
| Central America and the Caribbean | Program Services | Sustainable Seafood | 124 |
| South America | Program Services | Int'l Symposiums | 310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 117704 | SubtotalAmountSpent |
| Total Amount Spent | 117704 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Amount Retained By ContractorAmountRetainedByContractor | Gross ReceiptsGrossReceipts | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| Charles Feldstein Co | 980 N Michigan Suite 1400 | Chicago | IL | 60611 | Consulting | false | 132000 | ||
| SDA TELESERVICES INC | 5757 W Century Blvd 300 | Los Angeles | CA | 90045 | Tele- Marketing | false | 146113 | 417854 | 271741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 417854 | TotalGrossReceipts |
| Total Retained By Contractors | 278113 | TotalRetainedByContractors |
| Total Net To Organization | 271741 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Menlo Park | NameOfEvent1 |
| Gross Receipts Event1 | 88655 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 74305 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14350 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1641 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 10222 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 36853 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 88655 | GrossReceiptsTotal |
| Charitable Contributions Total | 74305 | CharitableContributionsTotal |
| Gross Revenue Total Events | 14350 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1641 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 10222 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 36853 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 48716 | DirectExpenseSummaryEvents |
| Net Income Summary | -34366 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule G, Part I, Line 2b | Identifier |
| Explanation | Invoices are reviewed to determine if a component of the fees paid are for a reimbursement of expenses. Of the $278,113 reported in Part I, Question 2b, none was for reimbursed expenses. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| University of Hawaii | |||||||
| 2440 Campus Rd Box 368 | Honolulu | HI | 96822 | 996000354 | 115 | 105650 | Hawaii Field and Collecting Research |
| Stanford University | |||||||
| 240 Panama St | Stanford | CA | 94305 | 941156365 | 115 | 75220 | |
| CSU Long Beach | |||||||
| 6300 E State Univ Dr | Long Beach | CA | 90815 | 656106694 | 115 | 22660 | |
| NAAEE | |||||||
| 2000 P St NW Ste 540 | Washington | DC | 20036 | 237158061 | 501(c)(3) | 10000 | |
| Flavors of Fort Lauderdale | |||||||
| 77 West 24th St | New York City | NY | 10010 | 454171741 | 10000 | ||
| The James Beard Foundation | |||||||
| 167 W 12th St | New York City | NY | 10011 | 132752108 | 501(c)(3) | 7500 | |
| SLO County Visitors Bureau | |||||||
| 811 El Capitan Way Ste 200 | SLO | CA | 93401 | 043569744 | 501(c)(3) | 6000 | |
| Blue Ocean Film Festival LLC | |||||||
| 789 Lighthouse Ave 329 | Monterey | CA | 93490 | 262939758 | 501(c)(3) | 10000 | Sponsorship of Ocean Film Festival |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| White Shark Reearch | 1 | 25000 |
| Individual Scholarships | 17 | 16100 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring the Use of Grant Funds | Identifier |
| Return Reference | Form 990, Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The Aquarium requires potential grant recipients to submit formal applications which are reviewed by the program manager and director of finance for consitency 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julie Packard | ||||||||||||||
| Exec Director and Vice Chair | 243697 | 0 | 395 | 0 | 1012 | 0 | 24573 | 0 | 8991 | 0 | 278668 | 0 | 0 | 0 |
| James Hekkers | ||||||||||||||
| Managing Director | 250178 | 0 | 790 | 0 | 9829 | 0 | 25000 | 0 | 17853 | 0 | 303650 | 0 | 0 | 0 |
| Edward E Prohaska | ||||||||||||||
| Chief Financial Officer | 241850 | 0 | 790 | 0 | 1323 | 0 | 24543 | 0 | 10543 | 0 | 279049 | 0 | 0 | 0 |
| Cristina Fekeci | ||||||||||||||
| Chief Development Offier | 193423 | 0 | 790 | 0 | 884 | 0 | 20564 | 0 | 29683 | 0 | 245344 | 0 | 0 | 0 |
| Cynthia Vernon | ||||||||||||||
| V.P. Education & Programs | 161787 | 0 | 790 | 0 | 592 | 0 | 16450 | 0 | 14201 | 0 | 193820 | 0 | 0 | 0 |
| Teresa Jeanine Merry | ||||||||||||||
| V.P. Human Resources | 149354 | 0 | 790 | 0 | 1032 | 0 | 15993 | 0 | 28043 | 0 | 195212 | 0 | 0 | 0 |
| Marian Martha Hahn | ||||||||||||||
| V. P. of Marketing | 149942 | 0 | 790 | 0 | 181 | 0 | 15105 | 0 | 8066 | 0 | 174084 | 0 | 0 | 0 |
| Don Hughes | ||||||||||||||
| V.P. of Exhibitions | 171627 | 0 | 790 | 0 | 995 | 0 | 18047 | 0 | 20328 | 0 | 211787 | 0 | 0 | 0 |
| Randall Hamilton | ||||||||||||||
| V. P. of Husbandry | 150160 | 0 | 1579 | 0 | 525 | 0 | 15175 | 0 | 10815 | 0 | 178254 | 0 | 0 | 0 |
| Charles Aslanian | ||||||||||||||
| V. P. of Facility Operations | 139388 | 0 | 790 | 0 | 519 | 0 | 15032 | 0 | 28398 | 0 | 184127 | 0 | 0 | 0 |
| Jim H Westbrook | ||||||||||||||
| Director of Finance | 147919 | 0 | 1635 | 0 | 273 | 0 | 14924 | 0 | 7910 | 0 | 172661 | 0 | 0 | 0 |
| Tama Raye Bistrian | ||||||||||||||
| Controller & Director of Acctg | 135090 | 1635 | 596 | 13971 | 20969 | 172261 | 0 | 0 | ||||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule J, Part I, Line 1a: | Identifier |
| 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). | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 33 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 110294 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16376 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISCELLANEOUS | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1250 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule M, Line 32: | Identifier |
| Explanation | The Aquarium uses investment brokers to accept and liquidate gifts in the form of securities. Form 990, Schedule M, Line 33: The Aquarium collected an additional $563,401 of contributions of food, wine, kitchen equipment, and advertising reported as part of program service revenue on Form 990, Part VIII, Line 2c. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 2012 we reached two attendance milestones - 50 million visitors welcomed into the Aquarium since we opened in 1984, and 2 million students hosted for a free school visit. We're proud to say we've educated and entertained generations of visitors about the wonders of the oceans through compelling live exhibits, integrated education programs and productive conservation research projects. Form 990, Part III, Line 4a Marine Life Exhibition and Care Marine life exhibition and care costs of $26,581,599 include the cost of operating and maintaining the Aquarium's living exhibit galleries. We inspire visitors to connect with the oceans through our living exhibits and interactive displays. In spring 2012 we debuted The Jellies Experience, featuring 16 different live species. The exhibit brings to life the magical world of jellies in all its psychedelic glory. This '60s-styled special exhibition, created by our talented exhibit design and development teams, takes visitors into a sensory extravaganza of experiences that highlight the intriguing lives of these unlikely animals - their graceful movements, beautiful symmetry, deceptive fragility and surprising survival skills. The Jellies Experience also features amazing interactive displays unlike any we've ever created before. In one gallery, visitors can manipulate virtual jellies to pulse in a virtual sea; in another, visitors become part of a kaleidoscopic image - their bodies as symmetrical as the jellies around them. Elsewhere, visitors can sketch electronic jellies of their own before launching them into a virtual aquarium populated with other people's creations. And in a gallery where people view fluorescent, bioluminescent and iridescent jellies and corals, they can trigger light shows by simulated jellies with the wave of an arm. Also in 2012, our animal care team and a nurturing weedy sea dragon dad achieved a milestone reached by only four other aquariums in North America: the birth of a brood of sea dragon babies. More than 80 of the inch-long fish - Australian relatives of the seahorse - began hatching on July 22. The father, who carried the eggs in a brood pouch under his tail, delivered the young inside the sea dragon exhibit that's part of The Secret Lives of Seahorses special exhibition. On Valentine's Day we introduced a male otter pup to the public in our sea otter exhibit. Pup 572 was raised by Joy - the 16th pup she's raised as a surrogate mother, her third on exhibit. Usually our exhibit sea otters mentor and mother young and injured animals behind the scenes until we release them back in the wild. We were allowed to raise pup 572 on exhibit because he was deemed non-releasable and was destined for exhibit at another facility, where he was given a name. People could see the pup in person, but also watch his progress via our popular live Otter Cam on our website and through our social media channels - our Tumblr blog and YouTube channel in particular. In June we introduced to the public a new exhibit sea otter - Abby, a 44-pound, 5-year-old female otter, who's on indefinite loan from SeaWorld San Diego. We hope that she will develop into a surrogate mother for wild sea otter pups that are rescued and eventually returned to the wild as part of our sea otter research and conservation program. Sadly, we lost exhibit sea otters Joy, Toola and Mae to old age in 2012. When we lost them, we also lost their valuable skills as surrogate mothers and companions - a cornerstone of our sea otter research and conservation program operations. "Super Mom" Joy was the most prolific of our surrogates, raising a record 16 stranded sea otter pups, many of which were returned to the wild, where they are raising pups of their own. Toola was the first rescued sea otter ever to raise pups that were successfully returned to the wild, and was the inspiration for state legislation that better protects sea otters in California. Mae was the first to raise a pup on exhibit, and in 2010 was the youngster who ushered in a new generation of resident otters in the popular two-story exhibit after the passing of our original exhibit animals. While we still have Rosa and Abby to help raise pups behind the scenes, we needed a few more female sea otters to fill the void. Enter Kit, Gidget and Ivy! They're the newest otters you'll see on exhibit (the refreshed sea otter exhibit reopened in late March 2013), and ones we hope will also join the ranks of our surrogate moms and companion animals to carry on this productive tradition. Read more about our sea otter research below at Form 990, Part III Line 4c Conservation and Research. A new loggerhead sea turtle hatchling in the Open Sea galleries made a splash even before it arrived here in late December. The unusual passenger received the red-carpet treatment flying from North Carolina to California on US Airways. We shared details and pictures of the entire trip on our social media sites, especially Twitter, where feeds from #TravelingTurtle quickly became popular. As the journey took place just before Christmas, many people empathized with travel delays and the desire to just get home for the holidays. Since the turtle eventually will be released back into the wild, our aquarists will take a "hands-off" approach and not hand-feed it or spend more time with it than necessary. The turtle is one of nine on loan to various U.S. zoos and aquariums from the North Carolina Aquarium at Pine Knoll Shores. All of them were rescued from nests on North Carolina beaches - late hatchlings that didn't make it to the water with their nest-mates - and will eventually be returned to the wild. The turtle will stay at the Aquarium for as long as two years before its release back in North Carolina. |
| Form 990, Part III, Line 4b Education and Outreach | Education and Outreach costs of $10,096,118 include the cost of education programs for both teachers and students, Aquarium Adventure programs to deepen guest experiences, and the Cooking for Solutions event that promotes sustainable seafood practices. In January we marked a notable milestone when we celebrated 2 million students participating in our free education programs. Since opening in 1984, the Aquarium has maintained a central focus on education for schoolchildren, hosting around 80,000 schoolchildren free of charge each year without public subsidies - a program that sets us apart from all other aquariums nationally. Our education programs help students and the adults who influence them discover their connection to the ocean and take the next steps in becoming active and effective ocean conservationists. The programs complement and support school-related education efforts and state science standards. They engage learners of all ages in relevant, hands-on experiences with nature, expand their understanding of fundamental science and ocean conservation issues, develop and exercise critical thinking skills, encourage them to make and act on environmentally conscious decisions and empower them to be role models. Our education programs place equal importance on establishing an initial connection with students by introducing them to the wonders of the ocean, and on nurturing that connection over time as students take on the role of conservation leaders. Programs are structured for multiple grade levels, starting with pre-K students in local Head Start programs, and continuing with elementary, middle and high school students. Through an all-encompassing combination of school programs, teacher professional development, summer, evening and weekend teen programs, and community outreach and partnerships, our education programs empower and inspire students, their families and peers and local communities to learn about and conserve our oceans. A generous grant allowed our Education staff to host a summit series to help teachers reduce single-use plastics in their schools and communities. More than 100 educators attended the series, which focused on the science behind plastics issues, project ideas for the classroom and networking opportunities. We helped teachers learn how to convey the importance of ocean plastic pollution issues to their students, who were then encouraged to create projects in their local communities, such as awareness campaigns about single use plastics, and/or activities at school or in the local community that help reduce their use. We significantly revamped our Shelf to Shore program, which is expected to serve more than 30,000 low-income residents each year. Shelf to Shore is part of a broader outreach program that provides free admission for more than a quarter million adults and children each year, including more than 100,000 students, teachers and chaperones for free education programs; more than 10,000 clients of social service organizations that serve disadvantaged and special-needs populations; and around 30,000 Monterey County residents admitted free of charge during nine Community Days each December. We reached thousands of visitors through customized Aquarium Adventures programs, ranging from behind-the-scenes tours and overnight sleepovers to educational scuba adventures. These programs provide enriching experiences for visitors as well as cherished memories. Our active presence on social media platforms allows visitors to remain connected with us, and us with them, once they leave the aquarium. Our followers tripled in number in 2012, and we ended the year with 543,890 followers across all social media platforms and properties, especially Facebook, Twitter, Tumblr, Google+ and YouTube, and including new outreach via 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 11th Cooking for Solutions event, which bring together celebrity chefs to prepare gourmet dishes using sustainable seafood and organic ingredients, paired with organic and sustainable wines. Reaching 17,700+ 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 2012 Sustainable Foods Institute featured 30 high-level speakers and panelists, including U.S. Senator Debbie Stabenow, chair of the Senate Agriculture Committee; Deputy Secretary of USDA Kathleen Merrigan; Jim Cannon, Sustainable Fisheries Partnership; Callum Roberts, Ph.D., University of York; Jonathan Foley, Ph.D., University of Minnesota; and Charles Mann, author of the acclaimed books 1491 and 1493. Topics included the impacts of removing forage fish from the ecosystem; the future of aquaculture; food packaging and the waste cycle; the politics of food; and the human health impacts of pesticide exposure. The Institute attracted 43 participating journalists from both print and broadcast media, including representatives from the New York Times, Washington Post, Los Angeles Times, Martha Stewart Living Omnimedia, FORTUNE magazine, The Atlantic online, Food & Environment Reporting Network, National Public Radio and American Public Media/Marketplace. Stories generated by media who have covered past Cooking for Solutions events include more than 100 articles and broadcast segments in national media outlets, as well as blogs. 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 Research | Conservation and Research costs of $5,677,975 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. Seafood Watch raises consumer awareness 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 June we convened a new science advisory board - leading experts recruited to help guide the science behind Seafood Watch. The 15-member advisory board comprises individuals primarily from distinguished marine science programs at top universities, divided between expertise in wild-capture fisheries and aquaculture. We also revised our sustainability assessment criteria and internal research process so seafood reports can be updated more frequently, and are more concise and clearly organized, while maintaining the information essential to each recommendation. The streamlined process has the potential to assess more species of interest, and a new numerical scoring system allows for finer-scale recommendations for seafood buyers, while maintaining the straightforward green-yellow-red "traffic light" rating approach for consumers who rely on popular Seafood Watch pocket guides and smartphone apps. Through the efforts of the Aquarium's Seafood Watch program and the broader sustainable seafood movement, major seafood buyers are embracing the move to sustainable sourcing. Consumer demand, together with a growing understanding of the urgent issues facing the oceans, is encouraging other seafood buyers to seek more ocean-friendly alternatives. We continue to develop a network of Seafood Watch restaurant partners and to work closely with other businesses to create market incentives to encourage demand for sustainable seafood. Cooking Light magazine named Aquarium Executive Director Julie Packard one of its 25th Anniversary "Food Heroes" for her leadership in the sustainable seafood movement through our respected Seafood Watch program. Packard was one of 20 individuals recognized by the magazine for their role in improving the food scene in the United States. The Aquarium's conservation and research programs continue to produce valuable data that furthers the understanding of the wild populations of sea otters, great white sharks and bluefin tuna. This knowledge enhances the Aquarium's effectiveness as an advocate for protection of these key species and their habitats in the wild. Our Sea Otter Research and Conservation program admitted 61 animals in 2012. About 20 percent were pups, including two reared by surrogate mothers (and exhibit animals) and released back to the wild. Four pups were placed at partner aquariums, three of which were also reared by surrogate mothers, including one reared on exhibit. At the end of 2012, a total of 15 pups have been born to Aquarium surrogate-reared females sea otters in the wild - three more than 2011's total. As of the end of 2012, a total of 17 pups have been born to Aquarium surrogate-reared female sea otters in the wild - 5 more than 2011's total. The program continued to see a rise in the number of stranded pups, as well as a significant rise in animal deaths, particularly from shark bites. In continuing our quest to find out why healthy sea otters get sick and die, we joined staff at UC Santa Cruz's Long Marine Lab on a new research study of sea otter metabolism. This non-invasive study involves several live animals - including those under our care that are destined for release to the wild. It began in September and ran several months. Additionally, our staff continued to collect date for collaborative studies on sea otter audiometry; on disease and mortality issues in the populations off Monterey and Big Sur; and on a multidisciplinary, multi-institutional investigation of Northeast Pacific sea otter populations and nearshore ecosystems. Also working with colleagues, we began to develop a new study for long-term monitoring of survival, behavior and reproductive success of sea otters in Elkhorn Slough. Some funds for those critical studies came from the California Sea Otter Fund. In 2012, sea otter aficionados won an important victory - keeping the California Sea Otter Fund on state income tax forms for an additional five years (2012-2017). That year, Californians also made a difference by donating almost $360,000 to sea otter conservation research through the voluntary tax check-off. We encouraged and supported this option, as creation of the fund was inspired by the story of Toola, one of our female exhibit sea otters who lived here for more than a decade and served as a surrogate mother for many stranded pups despite having a seizure disorder cause by a brain parasite. She died in March of natural causes and infirmities of age. In December, the federal government officially ended a 25-year-old "no-otter zone" in southern California waters that was designed to keep the threatened sea otter population from moving back into its historic range. We had advocated for and supported this action for years, and actively worked with colleagues to eliminate any loopholes that would allow fishermen and military to kill a certain number of sea otters accidentally as exemptions. The Aquarium has, from the beginning, been committed to preserving healthy oceans and the protecting ocean wildlife. We've undertaken long-term research programs with several California shark species, including sevengills and great whites. As an advocate for ocean conservation policy initiatives, we were the lead sponsor of legislation to outlaw the shark fin trade in California. (The last legal shark fin will be sold in the state on June 30, 2013.) And we strongly support the Marine Life Protection Act, through which California established a network of marine protected areas along our coast starting five years ago. It's great to see positive public interest about sharks, as evidenced by the fin trade ban and the recent action to consider listing the Northeastern Pacific population of great white sharks under both state and federal Endangered Species Acts. This is a positive sign that attitudes are shifting to recognize sharks' vital contributions to the health of ocean ecosystems. We're supporting both the state and federal process with research data and expertise. What we've learned as part of a broad research consortium of scientists - from Stanford University; UC Davis; California State University Long Beach and other institutions - has generated the scientific data being used to evaluate the status of the white shark population in Pacific waters. We'll continue to provide any data we have, so that the final decision is based on the best available science. While the state process is underway in 2013, we will not collect white sharks for exhibit. It's our hope that, if appropriate, policies to protect California's white sharks will allow for possible exhibit - and eventual release - of young sharks in the future. We know from visitor studies that seeing young sharks at the Aquarium has changed attitudes and left many visitors inspired to help protect white sharks. It's also our hope that that any new protections will allow for continued research that directly contributes to our overall knowledge of the health of the white shark population here and in Baja California. Our collaborative research on adult great white sharks was the focus of Great White Highway, the lead program on Discovery Channel's Shark Week 2012. The hour-long episode followed Aquarium Research Scientist Sal Jorgensen, shark researcher Scot Anderson of PRBO Conservation Science and marine sciences professor Barbara Block of Stanford University's Hopkins Marine Station as they tag and monitor the migratory patterns of adult great whites that congregate around the Farallon Islands in the fall. The trio is familiar with most of the sharks they see in these rough waters, as they can identify them by their dorsal fins (each has a unique pattern from bites or scrapes) and have tagged and studied them for many years. |
| Form 990, Part III, Line 4c Conservation and Research (Continued) | A good relationship with discovery channel allowed us to premiere great White Highway in our auditorium for members and visitors before the program aired nationally. Sal Jorgensen and Barbara Block attended the screenings to elaborate on their research and answer questions from an enthusiastic audience. Data from 2011-2012 research gave us further insight into the lives of adult great whites in the Northeastern Pacific. Researchers have determined there is some migration between two distinct population groups off Central California and Guadalupe Island, Mexico. Using acoustic tags and receivers deployed at both locations, they have detected the movement of three individuals out of approximately 150 combined sharks tagged (two from California to Mexico, one the other way). This suggests mixing between the groups, although it is very low, and may explain preliminary data showing genetic similarity. The researchers also verified that great white sharks return to Central California hotspots over decades by matching recent fin photos with those dating back to the 1980s. Electronic tags also allow another research team to map critical habitat used by young-of-the-year (under 1 year old) great white sharks in waters off Southern California. In collaboration with other scientists, we placed 6 more tracking tags on young sharks in 2012, bringing the total to 45 sharks tagged since the program began in 2000. Increasingly, our teams use acoustic tags instead of satellite tags on young sharks. The battery life on these tiny tags - which are implanted into the sharks - can last up to nine years. That means we could potentially track the migratory patterns of young great white sharks into adulthood. Currently there is no long-term data about those patterns. Our Tuna Research and Conservation Center team continued to focus on the status of the Pacific bluefin tuna in the Northern Pacific. Prized in Asian markets, extreme fishing pressure on Pacific bluefin stocks has depleted the historic spawning stock biomass population by an alarming 96.4 percent, according to a recent report commissioned by the Working Group for Pacific Bluefin Tuna, of the International Science Committee for the Study of Tunas and Related Species. Even the most optimistic model in the report estimated that the bluefin population fell by 94 percent; the most pessimistic estimated 97.9 percent. Even worse, at least 90 percent of the fish are being caught before they reach sexual maturity, so they have never reproduced. In June 2012 a limit of 10,000 metric tons was imposed as a two-year quota for the Eastern Pacific Ocean. All catches are subject to on-board observers and logbooks. This was adopted for the first time for bluefin tuna fishing in the Eastern Pacific Ocean. At this time there remains no firm management plans in the Western Pacific, despite the fact that decades of science review of fishing mortality has indicated an increase in fishing effort and fishing mortality. Our Pacific bluefin tuna research team has clearly shown that this magnificent fish is being fished heavily in the Eastern Pacific to be used as farm-raised bluefin. This additional fishing pressure is relatively new and only exacerbates the problem for this species. The data collected through our electronic tagging studies directly contributes critical information for development of a sustainable fishery management program. We're learning about the distribution, migratory patterns and habitat use of Pacific bluefin tuna in the Eastern Pacific Ocean, and have already built the largest data-set in the world for these fish - more than 52,000 days of data. Our goal is for the science we conduct to contribute directly to policy changes that will assure the long-term sustainability of these commercially and ecologically important fishes. Since we shifted the focus of our research to Pacific bluefin, we have deployed more than 700 archival tags on the species, for the first time exceeding the total number of tags our team deployed on Atlantic bluefin. |
| Form 990, Part III, Line 4d Other Program Services | Other program services of $13,353,042 represents the costs of activities to provide a high-quality experience for the 1.8 million people visiting the Aquarium in 2012. 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. Our 2012 summer advertising campaign won a Gold Crown Award - the highest honor granted by the Digital Screenmedia Association - for the "150 Feet of Awesome" campaign that turned 13 bus shelters in San Francisco into a virtual scuba diving experience. The interactive transit kiosks were part of our "Share the Experience - Share the Love" campaign that also included a virtual floating Aquarium logo in McCovey Cove on TV broadcasts of San Francisco Giants games, sponsorship of the Giants' seventh inning "Kiss Cam," a jellyfish "flash mob" on the streets of San Francisco, as well as billboards, ads in BART stations and trains, and traditional television, radio and online ads. We continued to strengthen our ties to California's growing Hispanic community. Close to 356,000 California Hispanic visitors came to the Aquarium in 2012. We remain top of mind in this demographic, thanks in part to culturally themed weekend promotional events that grant free admission for all children 12 and under, our annual community open house and a culturally relevant advertising campaign. Membership households totaled 63,549 as of December 31, 2012 and membership visits exceeded 400,000 in 2012. In addition to the essential processing and customer service functions, membership services hosts 10 member events each year including a popular Halloween dance party and holiday wine tasting event. Aquairum members also receive Shorelines, the Aquarium's member magazine, which is produced three times annually. Membership services include other efforts to serve, retain and communicate with members. Our overall outreach wouldn't have the impact it does without the dedication of our many volunteers who help clean exhibits, feed animals and make countless other connections that further our mission in compelling and very personal ways. More than 1,290 individuals are currently active volunteers at the Aquarium. Collectively, they donated more than 13,900 hours every month in 2012, for a total of 167,228 hours. Form 990, Part VI, Section A, Line 2 Executive Director and Vice Chair Julie Packard and Trustee 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's spouse are board members, and Barbara Wright, an officer, is a director and officer. Form 990, Part VI, Section A, line 11A: 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 and the Executive Director. Upon acceptance of the draft by the CFO and Executive Director, the draft Form 990 is reviewed by the Audit Committee of the Board of Trustees in advance of the next Board meeting. Finally the Board receives a copy of the final version of the Form 990 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 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. of 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 -- The V.P. of 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 responds 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. of 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, Line 15: 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 2012 the data sources included five survey sources: a custom survey and four national and regional surveys) 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 Chief Financial Officer, 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 key employees. 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Support Services | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11a | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBAF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Support Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | q | TransactionType |
| Amount Involved | 10920 | AmountInvolved |
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