NEW ENGLAND AQUARIUM CORPORATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND AQUARIUM CORPORATION (EIN 04-2297514)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201222279349300712
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T07:51:43-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263753134 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042297514 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWE | NameControl |
| Phone | 6179735200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021103399 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALTER J FLAHERTY | Name |
| Title | EXECUTIVE VP, COO & TREASURER | Title |
| Phone | 6179735200 | Phone |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH GISO | Name |
| PTIN | P00030126 | PTIN |
| Phone | 6177610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WALTER J FLAHERTY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021103399 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54659651 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NEAQ.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE ORGANIZATION IS TO INCREASE UNDERSTANDING OF AQUATIC LIFE AND ENVIRONMENTS, TO ENABLE PEOPLE TO ACT TO CONSERVE THE WORLD OF WATER, AND TO PROVIDE LEADERSHIP FOR THE PRESERVATION AND SUSTAINABLE USE OF AQUATIC RESOURCES. OUR MISSION IS FULFILLED THROUGH EXHIBITS, AND EDUCATION, CONSERVATION, AND RESEARCH PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 435 | TotalNbrEmployees |
| Total Nbr Volunteers | 919 | TotalNbrVolunteers |
| Total Gross UBI | 2431999 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6958804 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16781991 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21006250 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23553760 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 364931 | InvestmentIncomePriorYear |
| Investment Income Current Year | -254894 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7144051 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7531614 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 35474036 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47612471 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 88066 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 132660 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14429741 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14954421 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 146747 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 165878 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2059982 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22068591 | OtherExpensePriorYear |
| Other Expenses Current Year | 23488312 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36733145 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38741271 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1259109 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8871200 | RevenuesLessExpensesCY |
| Total Assets BOY | 78216705 | TotalAssetsBOY |
| Total Assets EOY | 84478449 | TotalAssetsEOY |
| Total Liabilities BOY | 33488153 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31265011 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44728552 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 53213438 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE ORGANIZATION IS TO INCREASE UNDERSTANDING OF AQUATIC LIFE AND ENVIRONMENTS, TO ENABLE PEOPLE TO ACT TO CONSERVE THE WORLD OF WATER, AND TO PROVIDE LEADERSHIP FOR THE PRESERVATION AND SUSTAINABLE USE OF AQUATIC RESOURCES. OUR MISSION IS FULFILLED THROUGH EXHIBITS, AND EDUCATION, CONSERVATION, AND RESEARCH PROGRAMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19792950 | Expense |
| Revenue | 22793751 | Revenue |
| Description | EXHIBITION - THE ORGANIZATION OPERATES A PUBLIC AQUARIUM IN THE CITY OF BOSTON AND CHARGES ADMISSION TO GUESTS VISITING CENTRAL WHARF AND ITS OTHER FACILITIES TO ENGAGE AND EDUCATE THE PUBLIC ABOUT THE IMPORTANCE OF THE WORLD OF WATER, AQUATIC LIFE AND ITS IMPORTANCE TO A HEALTHY AND VIBRANT ENVIRONMENT. OUR EXHIBITS INSTIL A SENSE OF WONDER AT THE BEAUTY OF THE OCEAN AND PROVIDE A GLIMPSE OF LIFE BELOW ITS SURFACE. WHEN OPENED IN 1969, THE AQUARIUM PROVIDED A REVOLUTIONARY WAY TO VIEW AQUATIC ANIMALS, AND WE REMAIN A LEADER TODAY IN EXHIBITS, ANIMAL HUSBANDRY AND VISITOR ENGAGEMENT. WE WERE AMONG THE FIRST TO DISPLAY HABITATS AND ECOSYSTEMS RATHER THAN ISOLATED SPECIES. WE WERE THE FIRST AQUARIUM TO INVITE VISITORS TO HANDLE LIVE ANIMALS IN THE EDGE OF THE SEA TIDEPOOL TOUCH TANK AND WE CONTINUE TO ADD MORE TOUCH EXPERIENCES TO ENHANCE THE VISITORS' EXPERIENCE. DURING 2010, WE BUILT-OUT LEASED SPACE AT AN OFF-SITE LOCATION TO FUNCTION AS AN ANIMAL CARE CENTER. THIS CENTER ALLOWS THE AQUARIUM TO BETTER CARE FOR AQUATIC ANIMALS RESCUED FROM THE WILD, AS WELL AS THOSE IN OUR COLLECTION, AND TO RELEASE THEM BACK TO THE WILD WHERE APPROPRIATE AND SAFE TO DO SO.DURING 2011, THE ORGANIZATION AGAIN WELCOMED OVER 1.3 MILLION VISITORS TO ITS CENTRAL WHARF LOCATION.WE OPENED A NEW EXHIBIT ON THE UPPER FLOOR OF THE WEST WING, THE SHARK AND RAY TOUCH TANK, ON APRIL 15,2011 ALONG WITH A RECONFIGURED JELLIES EXHIBIT ON THE LOWER FLOOR OF THE WEST WING. THIS EXHIBIT PROVIDES OUR VISITORS WITH A UNIQUE, INTIMATE INTERACTION WITH WILD ANIMALS THAT IS RARELY EXPERIENCED AND HOPEFULLY ENHANCES THEIR APPRECIATION FOR THE IMPORTANCE OF PROTECTING OUR MARINE RESOURCES.WE ACQUIRED AND ACCLIMATED TWO SEA LION PUPS IN OUR MARINE MAMMAL CENTER, AND DEVELOPED AND IMPLEMENTED FOUR NEW INTERACTIVE PROGRAMS FOR VISITORS (BOTH DRY AND WET, USING WADERS).CLIMATE CHANGE INTERPRETATION IS NOW A REGULAR FEATURE ON OUR DAILY VISITOR PROGRAM SCHEDULE. A NATIONAL CLIMATE INTERPRETER.ORG WEBSITE WILL HOST THE TOOLKIT WE HAVE DEVELOPED FOR TRAINING INTERPRETERS ON CLIMATE CHANGE. WE ARE CONTINUING TO EXTEND OUR REACH TO NEW INSTITUTIONS WITH NEW STUDY CIRCLES AND TRAINING WORKSHOPS IN NORTH CAROLINA AND SAN FRANCISCO.WE COMPLETED A $1.5 MILLION RENOVATION OF OUR RESEARCH LABORATORY IN 2011. WE NOW HAVE A STATE OF THE ART ENDOCRINOLOGY LABORATORY, NEW LIFE SUPPORT FOR EXPERIMENTAL ANIMALS AND ADVANCED TOOLS FOR ASSESSING OCEAN HEALTH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4288472 | Expense |
| Grants | 132660 | Grants |
| Revenue | 4311018 | Revenue |
| Description | CONSERVATION AND RESEARCH - AS THE FIRST AQUARIUM IN THE COUNTRY TO ESTABLISH CONSERVATION AND RESEARCH DEPARTMENTS, WE HAVE LONG BELIEVED THAT SOLUTIONS TO ENVIRONMENTAL THREATS CAN BE ACHIEVED THROUGH COLLABORATIVE EFFORTS. SCIENTISTS AT THE AQUARIUM PRODUCE MORE PEER-REVIEWED ARTICLES ON MARINE CONSERVATION AND RESEARCH THAN ANY OTHER U.S. AQUARIUM. THIS RESEARCH HAS INFORMED EFFORTS TO UNDERSTAND AND PROTECT SPECIES AND THEIR HABITATS AROUND THE GLOBE.SINCE 1980, AND CONTINUING IN 2011, WE HAVE BEEN WORKING TO PREVENT NORTH ATLANTIC RIGHT WHALE EXTINCTION. WE ADVOCATED FOR THE RECENTLY ENACTED REGULATION OF SHIP SPEEDS IN U.S. WATERS TO REDUCE THE OCCURRENCE OF SHIP STRIKES, ONE OF THE GREATEST THREATS TO THESE ENDANGERED CREATURES. SIMILAR WORK IN CANADA'S BAY OF FUNDY REDUCED STRIKES BY 90 PERCENT. BEGINNING IN 2000, OUR SCIENTISTS LED EFFORTS TO EXPLORE AND PROTECT THE PRISTINE CORAL REEFS AND BIODIVERSITY OF THE CENTRAL PACIFIC'S PHOENIX ISLANDS. DIRECTLY RELATED TO THAT WORK AND OUR ONGOING ENGAGEMENT OF THE GOVERNMENT OF KIRIBATI, IN 2008 THE GOVERNMENT ANNOUNCED THE DECISION TO FORM THE WORLD'S LARGEST CONTIGUOUS MARINE PROTECTED AREA, AN UNPRECEDENTED ACCOMPLISHMENT FOR AN INSTITUTION SUCH AS THE AQUARIUM. IN 2010, THE PHOENIX ISLANDS PROTECTED AREA (PIPA) WAS DESIGNATED BY UNESCO AS A WORLD HERITAGE SITE. THERE WAS WIDESPREAD MEDIA ATTENTION TO THIS ACHIEVEMENT. IN ADDITION, THE FIRST MEETING OF THE NEWLY FORMED PHOENIX ISLANDS PROTECTED AREA CONSERVATION TRUST (PIPA TRUST) WAS HELD IN TARAWA IN MARCH, PROVIDING FOCUS TOWARDS HIRING A TRUST EXECUTIVE DIRECTOR AND BUILDING THE TRUST ENDOWMENT GOING FORWARD. IN SEPTEMBER, NEAQ HOSTED THE FIRST-EVER PIPA SCIENCE AGENDA MEETING AND BROUGHT TOGETHER SCIENTIFIC COLLABORATORS FROM AROUND THE GLOBE. WE ARE NOW ACTIVELY SEEKING NEW AND RE-ENGAGING EXISTING FUNDING SOURCES TO SUPPORT A 10-YEAR RESEARCH PROGRAM AND A JUNE 2012 EXPEDITION TO PIPA.TAKING A COMPREHENSIVE, MULTI-TIERED APPROACH TO THE ISSUE, THE AQUARIUM IS A NATIONAL LEADER IN ADVANCING SEAFOOD SUSTAINABILITY. AQUARIUM RESEARCHERS WORK WITH THE FISHING INDUSTRY TO HELP THEM IMPROVE PRACTICES AND REDUCE ACCIDENTAL BYCATCH. OUR CONSERVATION STAFF ADVISES SOME OF THE WORLD'S LARGEST SEAFOOD RETAILERS AND SUPPLIERS TO ENCOURAGE RESPONSIBLE MANAGEMENT OF THE WORLD'S FISHERIES AND INFORMED PURCHASING DECISIONS. DURING 2011, THE AQUARIUM WORKED ON CONSUMER COMMUNICATIONS WITH SEVERAL NATIONAL WHOLESALE AND RETAIL ORGANIZATIONS IN ADDITION TO A VARIETY OF OTHER CONSERVATION PROJECTS RELATED TO SUSTAINABLE SEAFOOD SOURCING. OUR SUSTAINABLE SEAFOOD OUTREACH PROGRAMS CONTINUED TO GROW; THE WORLD OCEANS DAY CELEBRATION IN JUNE ATTRACTED OVER 1,500 ATTENDEES, MANY OF WHOM ENJOYED TASTINGS FROM THE FOUR SUSTAINABLE SEAFOOD DEMONSTRATIONS THROUGHOUT THE DAY. WE ALSO CONTINUED TO EXPAND THE RANGE OF OUR PROGRAM BY PARTICIPATING IN MULTI-INSTITUTIONAL EVENTS, SUCH AS THE MUSEUM OF SCIENCES LETS TALK ABOUT FOOD FESTIVAL AND WERE THE RECIPIENTS OF TURNER FISHERIES CHARITABLE GIVING CAMPAIGN IN AUGUST AND WAS FEATURED IN THE MEDIA. CREATING A UNIFIED OCEAN HEALTH TRACKING SYSTEM IS A SIGNIFICANT SCIENTIFIC ENDEAVOR AND NUMEROUS SCIENTISTS AND INSTITUTIONS SPENT CONSIDERABLE TIME AND RESOURCES ON THIS IN 2010. UNDER THE GUIDANCE AND DIRECTION OF THE THREE FOUNDING OCEAN HEALTH INDEX (OHI) ORGANIZATIONS CONSERVATION INTERNATIONAL, NATIONAL GEOGRAPHIC AND THE NEW ENGLAND AQUARIUM, THERE HAVE BEEN SIGNIFICANT EFFORTS OVER THE COURSE OF THIS PAST YEAR TO FUNDRAISE AND STRATEGIZE FOR A SUCCESSFUL LAUNCH OF THE FIRST VERSION OF THE INDEX IN 2012. FUNDRAISING EFFORTS HAVE BEEN REWARDING, INCLUDING OUR SUCCESS WITH DARDEN ENVIRONMENTAL TRUST TO SUPPORT THE DEVELOPMENT OF A SENTINEL SPECIES INDICATOR BY THE AQUARIUM'S RESEARCH SCIENTISTS. THERE WERE MANY DEVELOPMENTS DURING 2011, INCLUDING THE PRESENTATION OF SIX SCIENTIFIC TALKS AT THE INTERNATIONAL MARINE CONSERVATION CONGRESS IN VICTORIA, BRITISH COLUMBIA AND ACCEPTANCE OF A PROPOSAL TO PRESENT A SYMPOSIUM ENTITLED THE OCEAN HEALTH INDEX: DIAGNOSIS FOR A CROWDED BLUE PLANET AT THE 2012 AMERICAN ACADEMY FOR THE ADVANCEMENT OF SCIENCE (AAAS) ANNUAL MEETING. WE ARE CURRENTLY WORKING ON HOW TO INCORPORATE THE OHI INTO OUR EXHIBIT PATH AND EDUCATION/OUTREACH, AS WELL AS COLLABORATING WITH OUR OHI PARTNERS IN DEVELOPING THE GLOBAL COMMUNICATIONS AND MEDIA RELATIONS STRATEGY FOR THE LAUNCH OF THE INDEX IN 2012.DATA FROM AN AQUARIUM STUDY ON SKATE MORTALITY IN COMMERCIAL FISHERIES WAS ADOPTED BY NOAA FISHERIES (VIA THE NEW ENGLAND FISHERIES MANAGEMENT COUNCIL) FOR INSTITUTING THE 2012/2013 SKATE CATCH LIMITS. THIS IS AN EXCELLENT EXAMPLE OF HOW RESULTS FROM NEAQ RESEARCH ARE USED FOR CONSERVATION AND MANAGEMENT DECISIONS.IN FEBRUARY 2011, THE CONSORTIUM FOR WILDLIFE BYCATCH REDUCTION, WHICH IS HEADED BY THE AQUARIUM, CONVENED A WORKSHOP OF OVER 50 FISHERMEN, ENGINEERS AND WILDLIFE BIOLOGISTS TO UNDERSTAND THE DYNAMICS OF LARGE WHALE ENTANGLEMENTS IN FISHING GEAR. THIS HIGHLY SUCCESSFUL WORKSHOP SYNTHESIZED DECADES OF DATA FROM FISHING GEAR, WHALE BEHAVIOR, AND ENTANGLEMENT EVENTS, LAYING THE GROUNDWORK FOR THE DEVELOPMENT OF STRATEGIES TO REDUCE THESE ENTANGLEMENTS TO INSIGNIFICANT LEVELS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3628707 | Expense |
| Revenue | 964169 | Revenue |
| Description | EDUCATION - FOR 40 YEARS, THE AQUARIUM HAS PROVIDED LIFE-CHANGING EDUCATIONAL EXPERIENCES FOR PEOPLE OF ALL AGES, FROM A CHILD TOUCHING A SEA STAR TO AN ADULT LEARNING HOW HIS DAILY ACTIONS CAN AFFECT THE OCEAN. THE AQUARIUM'S EDUCATIONAL IMPACT IS BROAD AND EVER-EXPANDING. FROM TODDLERS TO RETIREES, FROM THE HEART OF BOSTON, ACROSS NEW ENGLAND AND AROUND THE WORLD, OUR DIVERSE AUDIENCES HAVE EXPERIENCES THEY WILL NEVER FORGET.PROGRAMS SUCH AS HARBOR DISCOVERIES CAMP EXPOSE YOUNG PEOPLE TO MARINE ANIMALS AND HABITATS, ENCOURAGING A LIFETIME COMMITMENT TO PROTECTING THE BLUE PLANET. DURING 2011, OUR YOUTH DEVELOPMENT PROGRAMS ENGAGED 327 PARTICIPANTS INCLUDING 75 FULL SCHOLARSHIP PARTICIPANTS FROM BOSTON. 244 TEENS APPLIED FOR SUMMER INTERNSHIPS AND 67 WERE HIRED TO WORK IN 13 AQUARIUM DEPARTMENTS/PROGRAM AREAS. THEY REPRESENTED 13 BOSTON NEIGHBORHOODS, CAMBRIDGE AND CHELSEA AND SPOKE 5 LANGUAGES.WE COMPLETED OUR FIRST FULL YEAR OF FUNDED PARTNERSHIPS IN 2011 WITH THREE BOSTON SCHOOLS AND SEVEN SALEM PUBLIC ELEMENTARY SCHOOLS, INCLUDING A SUCCESSFUL TWO-DAY WORKSHOP REACHING 25 PARTNER TEACHERS. WE LAUNCHED A REVAMPED SHARKS OUTREACH PROGRAM, WHICH WAS USED EXTENSIVELY OVER THE SUMMER IN COMMUNITY OUTREACH AND WAS IMPLEMENTED FOR USE DURING THE 2011/12 SCHOOL YEAR. OVER THE SUMMER, OUR COMMUNITY OUTREACH TEAM OF EIGHT TEEN INTERNS AND SIX EDUCATORS VISITED 70 SITES AND REACHED ALMOST 3,000 PEOPLE. WE ALSO HOSTED THREE COMMUNITY OPEN HOUSE EVENTS AT THE AQUARIUM (SCHOOL PARTNERS, CHINESE, AND HAITIAN COMMUNITIES) IN AN EFFORT TO REACH OUT TO AND ENGAGE UNDERSERVED POPULATIONS IN GREATER BOSTON. AS AN EDUCATIONAL RESOURCE, WE HAVE HELPED THOUSANDS OF TEACHERS CAPTIVATE THEIR STUDENTS WITH MARINE AND ENVIRONMENTAL TOPICS WHILE IMPROVING ACADEMIC PERFORMANCE. MORE THAN 140,000 SCHOOL CHILDREN EXPERIENCE THE AQUARIUM EVERY YEAR, EITHER THROUGH FIELD TRIPS OR SPECIAL PROGRAMS AT THEIR SCHOOLS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5278121 | Expense |
| Grants | 0 | Grants |
| Revenue | 584437 | Revenue |
| Description | OTHER PROGRAM SERVICES - THE AQUARIUM WAS A PIONEER IN RESCUE AND REHABILITATION OF MARINE MAMMALS AND OTHER SPECIES. OUR MARINE ANIMAL RESCUE TEAM RESPONDS TO CALLS TO PROVIDE MEDICAL TREATMENT FOR WHALES, DOLPHINS, PORPOISES, SEALS AND SEA TURTLES. OVER TIME, OUR EFFORTS HAVE SHIFTED FROM REHABILITATING SEALS TOWARDS MORE ENDANGERED SPECIES SUCH AS SEA TURTLES. OUR PROGRAM INCLUDES STRANDING RESPONSE, NECROPSY AND TISSUE SAMPLING OF DECEASED ANIMALS AND THE REHABILITATION OF ENDANGERED SEA TURTLES AT OUR MEDICAL FACILITIES.DURING 2011, WE CONTINUED TO REHABILITATE APPROXIMATELY 50 KEMP'S RIDLEY TURTLES AND ULTIMATELY RELEASED THOSE REMAINING SEA TURTLES FROM OUR SECOND HIGHEST STRANDING YEAR IN 2010. ADDITIONAL ENDANGERED SEA TURTLES WERE RESCUED FROM THE COASTAL WATERS OF SOUTHERN MASSACHUSETTS AND CAPE COD DURING THE LAST FOUR MONTHS OF 2011. WE ALSO MANAGED AN EXTREMELY HIGH MARINE MAMMAL STRANDING CASELOAD IN 2011, SURPASSING LAST YEAR'S TOTAL BY THE THIRD WEEK IN JULY, WITH OVER 500 CASES. THE NEW ENGLAND REGION AND CANADA EXPERIENCED A DIE OFF OF ADULT HARP SEALS THAT WE PERFORMED DETAILED NECROPSY EXAMS UPON DETERMINING THE CAUSE OF DEATH AS A FORM OF INFLUENZA. EVERY SUMMER WE HIRE UP TO 100 TEENS (AGES 15-17) FROM BOSTON AND CAMBRIDGE TO 6 WEEK INTERNSHIPS. TEENS EARN A STIPEND AND MAKE IMPORTANT CONTRIBUTIONS WHILE LEARNING NEW SKILLS AND DEVELOPING THEIR INDIVIDUAL INTERESTS AND TALENTS. THESE INTERNS ATTEND CAREER SKILLS DEVELOPMENT CLASSES AND ENVIRONMENTAL LEADERSHIP WORKSHOPS AS WELL AS FIELD TRIPS.WE INVITE EMINENT SCIENTISTS FROM AROUND THE COUNTRY TO CONDUCT LECTURES AND PRESENT FILMS TO PUBLIC AUDIENCES. WE COLLABORATE WITH THE WGBH FORUM NETWORK TO RECORD MOST LECTURES AND MAKE THEM AVAILABLE VIA STREAMING VIDEO OVER THE INTERNET. WE REACHED OVER 3,500 PEOPLE THROUGH THIS EFFORT IN 2011.AT OUR IMAX THEATER, WE PRESENT VARIOUS MISSION-ORIENTED FILMS WITH MESSAGING ABOUT THE PRESERVATION OF AQUATIC ENVIRONMENTS AND THE CONSERVATION OF NATURAL RESOURCES.FINALLY, OUR EXHIBITION PROGRAM DESCRIBED IN ITEM 4A IS SUPPORTED BY OUR CAFETERIA AND GIFT SHOP WHICH ARE LOCATED IN THE MAIN EXHIBITION BUILDING. THESE ANCILLARY ACTIVITIES ARE PROVIDED FOR THE CONVENIENCE OF VISITORS (THE AVERAGE VISITATION IS IN EXCESS OF 1 1/2 HOURS) AS WELL AS PROVIDING THE AQUARIUM WITH AN IMPORTANT SOURCE OF REVENUE THAT IS USED TO SUPPORT OTHER MISSION ORIENTED PROGRAMMING THAT IS NOT SELF-SUSTAINING. THE GIFT SHOP ALSO PROVIDES SOME OPPORTUNITY FOR VISITORS TO PURCHASE ITEMS THAT EXTEND THE EDUCATIONAL EXPERIENCE, AND HAVE CONSERVATION MESSAGING, TO THEIR HOMES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5278121 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 584437 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 32988250 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 435 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH A ZANI VICE PRESIDENT CO | NamePerson |
| Telephone Number | 6179735456 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MILK STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| R WILLIAM BURGESS JR | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| DAVID ALTSHULER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT BEAL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CAROLYN J CAMPANELI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID I CROWLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALAN R DYNNER | |||||||
| TRUSTEE, EX OFFICIO, | 2.00 | X | 0 | 0 | 0 | ||
| DANIEL S EVANS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMIE C FAGAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HARRY A HANSON III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DONNA K HAZARD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KATHLEEN HEALY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY G HEALY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| OGDEN HUNNEWELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEFFREY HURST | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS KING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PE KRAUSS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEFFREY PIERCE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| NEIL S SHIFRIN PHD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD ALLAN SODEN | |||||||
| TRUSTEE/SEC OF CORPORATION | 1.00 | X | 0 | 0 | 0 | X | |
| LOUIS J VOLPE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HOWARD RIS | |||||||
| PRESIDENT & CEO | 40.00 | 284270 | 0 | 29700 | X | ||
| WALTER J FLAHERTY | |||||||
| EVP, COO & TREASURER | 40.00 | 232524 | 0 | 44140 | X | ||
| JANE WOLFSON | |||||||
| VP MARKETING/COMMUNICATIONS | 40.00 | 167453 | 0 | 3460 | X | ||
| NANCY PERKINS | |||||||
| VP DEVELOPMENT | 40.00 | 206353 | 0 | 5666 | X | ||
| WILLIAM SPITZER | |||||||
| VP PROGRAMS/EXHIBITS | 40.00 | 167097 | 0 | 21424 | X | ||
| SCOTT D KRAUS | |||||||
| VP RESEARCH | 40.00 | 135721 | 0 | 11161 | X | ||
| JOSEPH A ZANI | |||||||
| VP CONTROLLER | 40.00 | 148551 | 0 | 18807 | X | ||
| HEATHER TAUSIG | |||||||
| ASSOC VP. CONSERVATION | 40.00 | 103291 | 0 | 13262 | X | ||
| JOHN DAYTON | |||||||
| DIRECTOR OF ANIMAL HUSBANDRY | 40.00 | 103570 | 0 | 8671 | X | ||
| STEPHEN FULMER | |||||||
| DIRECTOR OF INDIVIDUAL GIVING | 40.00 | 102516 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1651346 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 156291 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|
| CENTERPLATE | |||||||||
| 201 EBROAD STREET | SPARTANBURG | SC | 29306 | FOOD SERVICES MANAGEMENT | 1719794 | ||||
| WISE CONSTRUCTION | |||||||||
| 21 EAST ST | WINCHESTER | MA | 01890 | CONSTRUCTION COMPANY | 1362333 | ||||
| UNICCO SERVICE COMPANY | |||||||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 606724000 | CLEANING COMPANY | 999885 | ||||
| MULLEN WEN PUBLIC SERVICE | |||||||||
| PO BOX 7247-7279 | PHILADELPHIA | PA | 191707279 | ADVERTISING AGENCY | 932966 | ||||
| IMAX CORPORATION | |||||||||
| FILM PRESENTATION MANAGEMENT | 802118 | 2525 SPEAKMAN DRIVE | MISSISSAUGA | ON | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Membership Dues | 3147368 | MembershipDues |
| All Other Contributions | 13634623 | AllOtherContributions |
| Noncash Contributions | 553533 | NoncashContributions |
| Total Contributions | 16781991 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 18215440 | 18215440 |
| RESEARCH, CONSERVATION | 900099 | 5338320 | 5338320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23553760 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 348259 | TotalRevenueColumn |
| Exclusion | $348,259 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2858214 | Securities |
| Other | 29412 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3440355 | Securities |
| Other | 50424 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -582141 | Securities |
| Other | -21012 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -603153 | TotalRevenueColumn |
| Exclusion | -$603,153 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 9827915 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3556401 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6271514 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4170695 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2100819 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| FEES | 900099 | 738796 | 407616 | 331180 |
| MISCELLANEOUS INCOME | 900099 | 263804 | 263804 | |
| CORPORATE SPONSORSHIP | 900099 | 257500 | 257500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1260100 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47612471 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28653375 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2431999 | UnrelatedBusinessRevenue |
| Exclusion | -$254,894 | ExclusionAmount |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132660 | Total |
| Program Services | 132660 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1595182 | Total |
| Program Services | 669976 | ProgramServices |
| Management And General | 590217 | ManagementAndGeneral |
| Fundraising | 334989 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10273876 | Total |
| Program Services | 9041011 | ProgramServices |
| Management And General | 719171 | ManagementAndGeneral |
| Fundraising | 513694 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789573 | Total |
| Program Services | 663241 | ProgramServices |
| Management And General | 86853 | ManagementAndGeneral |
| Fundraising | 39479 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1357410 | Total |
| Program Services | 1045206 | ProgramServices |
| Management And General | 149315 | ManagementAndGeneral |
| Fundraising | 162889 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 938380 | Total |
| Program Services | 788239 | ProgramServices |
| Management And General | 103222 | ManagementAndGeneral |
| Fundraising | 46919 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5666 | Total |
| Program Services | 4760 | ProgramServices |
| Management And General | 623 | ManagementAndGeneral |
| Fundraising | 283 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108000 | Total |
| Program Services | 90720 | ProgramServices |
| Management And General | 11880 | ManagementAndGeneral |
| Fundraising | 5400 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48000 | Total |
| Program Services | 48000 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165878 | Total |
| Fundraising | 165878 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2067784 | Total |
| Program Services | 1736939 | ProgramServices |
| Management And General | 227456 | ManagementAndGeneral |
| Fundraising | 103389 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 998779 | Total |
| Program Services | 838974 | ProgramServices |
| Management And General | 109866 | ManagementAndGeneral |
| Fundraising | 49939 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3210579 | Total |
| Program Services | 2711573 | ProgramServices |
| Management And General | 324354 | ManagementAndGeneral |
| Fundraising | 174652 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239528 | Total |
| Program Services | 201204 | ProgramServices |
| Management And General | 26348 | ManagementAndGeneral |
| Fundraising | 11976 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313883 | Total |
| Program Services | 263662 | ProgramServices |
| Management And General | 34527 | ManagementAndGeneral |
| Fundraising | 15694 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 655404 | Total |
| Program Services | 550540 | ProgramServices |
| Management And General | 72094 | ManagementAndGeneral |
| Fundraising | 32770 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3815482 | Total |
| Program Services | 3205005 | ProgramServices |
| Management And General | 419703 | ManagementAndGeneral |
| Fundraising | 190774 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432634 | Total |
| Program Services | 363412 | ProgramServices |
| Management And General | 47590 | ManagementAndGeneral |
| Fundraising | 21632 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COST OF GRANTS & CONTRA | 4696383 | 4696383 | ||
| OUTSIDE SERVICES | 4558868 | 3961107 | 525002 | 72759 |
| EQUIPMENT RENTAL AND MA | 986547 | 838565 | 98655 | 49327 |
| PROFESSIONAL FEES | 369546 | 310419 | 40650 | 18477 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 981229 | Total |
| Program Services | 826654 | ProgramServices |
| Management And General | 105513 | ManagementAndGeneral |
| Fundraising | 49062 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38741271 | Total |
| Program Services | 32988250 | ProgramServices |
| Management And General | 3693039 | ManagementAndGeneral |
| Fundraising | 2059982 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261478 | BOY |
| EOY | 1391978 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3854820 | BOY |
| EOY | 7142738 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1562580 | BOY |
| EOY | 2642031 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134894 | BOY |
| EOY | 200658 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594658 | BOY |
| EOY | 589598 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 106324808 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49486474 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57082682 | BOY |
| EOY | 56838334 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12218461 | BOY |
| EOY | 13296861 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2507132 | BOY |
| EOY | 2376251 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78216705 | BOY |
| EOY | 84478449 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6165731 | BOY |
| EOY | 3425908 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3950277 | BOY |
| EOY | 4309872 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20330000 | BOY |
| EOY | 19865000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3042145 | BOY |
| EOY | 3664231 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33488153 | BOY |
| EOY | 31265011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32661246 | BOY |
| EOY | 32695986 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5952321 | BOY |
| EOY | 14523909 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6114985 | BOY |
| EOY | 5993543 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44728552 | BOY |
| EOY | 53213438 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78216705 | BOY |
| EOY | 84478449 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8871200 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -386314 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 | 13729923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11822453 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9439372 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6958804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16781991 | CurrentTaxYear |
| Total | 58732543 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19531925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19795782 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20700001 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21006250 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23553760 | CurrentTaxYear |
| Total | 104587718 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33261848 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31618235 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30139373 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27965054 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40335751 | CurrentTaxYear |
| Total | 163320261 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 919355 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3548399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3047509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 591744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3712807 | CurrentTaxYear |
| Total | 11819814 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 919355 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3548399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3047509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 591744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3712807 | CurrentTaxYear |
| Total | 11819814 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 151500447 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 726284 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 360444 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 339432 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 282710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 348259 | CurrentTaxYear |
| Total | 2057129 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 726284 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 360444 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 339432 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 282710 | CurrentTaxYearMinus1Year |
| Current Tax Year | 348259 | CurrentTaxYear |
| Total | 2057129 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 192410 | CurrentTaxYearMinus4Years |
| Total | 192410 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1170178 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 706457 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1090255 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 790524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1002599 | CurrentTaxYear |
| Total | 4760013 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35350720 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32685136 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31569060 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29038288 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41686609 | CurrentTaxYear |
| Total | 170329813 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88950 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.88690 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01210 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01460 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 48000 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 48000 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 37031485 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 37079485 | 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 |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
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 | 96000 | CurrentYearMinus3 |
| Current Year Minus2 | 79109 | CurrentYearMinus2 |
| Current Year Minus1 | 74776 | CurrentYearMinus1 |
| Current Year | 48000 | CurrentYear |
| Total | 297885 | 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 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 1 | NumberFundsHeld |
| Contrib To Funds And Other Accounts | 100000 | ContribToFundsAndOtherAccounts |
| Grants Funds And Other Accounts | 49790 | GrantsFundsAndOtherAccounts |
| Aggregate Fund Value | 385092 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6114985 | BeginningOfYearBalance |
| Contributions | 12783 | Contributions |
| Investment Earnings Or Losses | -134183 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5993585 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6193544 | BeginningOfYearBalance |
| Contributions | 118754 | Contributions |
| Investment Earnings Or Losses | 29200 | InvestmentEarningsOrLosses |
| Other Expenditures | 226513 | OtherExpenditures |
| End Of Year Balance | 6114985 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6174305 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 19239 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6193544 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6354221 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | -57017 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 123899 | GrantsOrScholarships |
| End Of Year Balance | 6174305 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50235 | OtherCostOrOtherBasis |
| Book Value | 50235 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67712640 | OtherCostOrOtherBasis |
| Depreciation | 26552546 | Depreciation |
| Book Value | 41160094 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6943579 | OtherCostOrOtherBasis |
| Depreciation | 2375910 | Depreciation |
| Book Value | 4567669 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23903582 | OtherCostOrOtherBasis |
| Depreciation | 16602249 | Depreciation |
| Book Value | 7301333 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7714772 | OtherCostOrOtherBasis |
| Depreciation | 3955769 | Depreciation |
| Book Value | 3759003 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 56838334 | TotalOfBookValueLandBuildings |
| Total Revenue | 47612471 | TotalRevenue |
| Total Expenses | 38741271 | TotalExpenses |
| Excess Or Deficit For Year | 8871200 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 404726 | NetUnrealizedGLOnInvestments |
| Other | -$791,040 | OtherAmount |
| Total Adjustments | -386314 | TotalAdjustments |
| Excess Or Deficit Per FS | 8484886 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 51448900 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 404726 | NetUnrealizedGainsInvestments |
| Other Revenues | 3431703 | OtherRevenues |
| Revenue Not Rptd F990 | 3836429 | RevenueNotRptdF990 |
| Revenue Subtotal | 47612471 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 47612471 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 42973100 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4231829 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4231829 | ExpensesNotRptdF990 |
| Expenses Subtotal | 38741271 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 38741271 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO GENERATE EARNINGS TO SUPPORT VARIOUS MISSION RELATED PROGRAMS (PER INTENT OF NAMED ENDOWMENT FUND) AND GENERAL ADMINISTRATION. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | GAIN ON INTEREST RATE SWAP AGREEMENT 251,235. LOSS NON-QUALIFIED PENSION PLAN -47,283. CURRENT YEAR IMPACT OF SFAS 158 -860,347. NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -134,225. ROUNDING FROM AUDITED STATEMENTS TO ACTUAL -420. TOTAL TO SCHEDULE D, PART XI, LINE 8: -791,040. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,556,401. NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -134,225. ROUNDING FROM AUDIT STATEMENT -473. MARINE LIFE CENTER REVENUE 10,000. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,556,401. GAIN ON VALUE OF INTEREST RATE SWAP AGREEMENT -251,235. CURRENT YEAR IMPACT OF SFAS 158 860,347. LOSS ON VALUATION OF NON-QUALIFIED PENSION PLAN 47,328. ROUNDING -108. MARINE LIFE CENTER EXPENSES 19,096. | |
| PART X: THE AQUARIUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE AQUARIUM HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE AQUARIUM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE AQUARIUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS FOLLOWING THE DATE OF FILING THE RELATED RETURN. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND PACIFIC | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 3 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | FACILITATION, FINANCIAL, AND ADVISORY SERVICES FOR PHOENIX ISLANDS CONSERVATION PROGRAM. | SpecificServicesProvided |
| Total Expenditures | 132660 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 3 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 3 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 132660 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 132660 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | PHOENIX ISLAND | Region |
| Purpose Of Grant | PROGRAM SERVICES | PurposeOfGrant |
| Amount Of Cash Grant | 10398 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| PROGRAM SERVICES | EAST ASIA AND THE PACIFIC | 1 | 77658 | WIRE TRANSFER |
| PROGRAM SERVICES | EAST ASIA AND THE PACIFIC | 1 | 44604 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE ORGANIZATION REQUIRES PERIODIC FINANCIAL AND PROGRAMMATIC REPORTS, ALONG WITH SUPPORTING DOCUMENTS (BANK STATEMENT AND RECEIPTS) AND THE IDENTIFICATION OF PROGRAM ACHIEVEMENTS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTSMARKETING SERVICES INC | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 KING ST EAST STE 500 | AddressLine1 |
| City | TORONTO | City |
| Province Or State | ONTARIO | ProvinceOrState |
| Country | CA | Country |
| Postal Code | M5A 4L5 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 286665 | GrossReceipts |
| Amount Retained By Contractor | 165878 | AmountRetainedByContractor |
| Net To Organization | 120787 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 286665 | TotalGrossReceipts |
| Total Retained By Contractors | 165878 | TotalRetainedByContractors |
| Total Net To Organization | 120787 | TotalNetToOrganization |
| Licensed States | MA | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | ME | LicensedStates |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOWARD RIS | |||||||||||||
| 284270 | 0 | 0 | 0 | 0 | 0 | 15000 | 0 | 0 | 14700 | 299270 | 14700 | 0 | 0 |
| WALTER J FLAHERTY | |||||||||||||
| 232524 | 0 | 0 | 0 | 0 | 0 | 10000 | 0 | 0 | 34140 | 242524 | 34140 | 0 | 0 |
| JANE WOLFSON | |||||||||||||
| 167453 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3460 | 167453 | 3460 | 0 | 0 |
| NANCY PERKINS | |||||||||||||
| 206353 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5666 | 206353 | 5666 | 0 | 0 |
| WILLIAM SPITZER | |||||||||||||
| 167097 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21424 | 167097 | 21424 | 0 | 0 |
| JOSEPH A ZANI | |||||||||||||
| 148551 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18807 | 148551 | 18807 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 5 | ReturnReference |
| Explanation | BOTH THE PRESIDENT AND EVP, COO & TREASURER RECEIVED DEFERRED COMPENSATION FOR 2011. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM ISSUE SERIES 2007 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 042297514 | IssuerEIN |
| CUSIP Number | 57586CL45 | CUSIPNumber |
| Date Issued | 2007-11-07 | DateIssued |
| Issue Price | 21630000 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 1765000 | AmountRetired |
| Total Proceeds | 21630000 | TotalProceeds |
| Issuance Costs From Proceeds | 246747 | IssuanceCostsFromProceeds |
| Credit Enhancement | 21897 | CreditEnhancement |
| Capital Expenditures | 23383253 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOVEREIGN BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART VI | Identifier |
| Explanation | THE PURPOSE OF THIS BOND ISSUE WAS TO REFINANCE THE OUTSTANDING PRINCIPAL AMOUNT OF A LOAN MADE BY THE MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY)TO THE ORGANIZATION FROM A PORTION OF THE PROCEEDS OF THE AUTHORITY'S REVENUE BONDS, CAPITAL ASSET PROGRAM ISSUE, SERIES J-3 ISSUED IN 1998. A PORTION OF THE PROCEEDS OF THIS BOND ISSUE WAS ALSO USED TO PAY COSTS OF ISSUING THE BOND. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THE BEAL COMPANIES | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ROBERT BEAL TRUSTEE OF ORGANIZATION | Relationship |
| Amount Of Transaction | 499006 | AmountOfTransaction |
| Description Of Transaction | RENTAL/LEASE OF OFFICE SPACE AT FAIR MARKET VALUE. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ADVERTISING SERVICES | 1 | 450000 | DONOR VALUATION |
| X | EQUIPMENT | 3 | 103533 | DONOR VALUATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION USES A THIRD PARTY TO PROCESS AND SELL GIFTS OF MARKETABLE SECURITIES. WHEN A DONOR OR THEIR AGENT CONTACTS THE ORGANIZATION INDICATING THEIR INTENT TO CONTRIBUTE SHARES THAT ARE READILY MARKETABLE, THEY ARE DIRECTED TO TRANSFER THOSE SHARES TO AN INVESTMENT BANKING FIRM WHO HAVE A STANDING ORDER TO SELL UPON RECEIPT. THE FIRM RECORDS THE GIFT DATE AND IDENTIFIES THE MEAN TRADING VALUE OF THE SHARES GIFTED AND PROVIDES THAT INFORMATION, ALONG WITH THE PROCEEDS AND TRADING INFORMATION FROM THE SALE OF THOSE SHARES, TO THE ORGANIZATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS BUT DOES NOT HAVE STOCKHOLDERS. MEMBERSHIP AT THE AQUARIUM PROVIDES LIMITED BENEFITS SUCH AS UNLIMITED VISITATION TO OUR EXHIBITS AND DISCOUNTS AT THE CAFE, GIFT SHOP AND IMAX THEATER FOR A PERIOD OF 1 YEAR. MEMBERSHIP IS A MEANS OF PROVIDING MUCH NEEDED FINANCIAL SUPPORT TO THE ORGANIZATION. HOWEVER, MEMBERSHIP DOES NOT PROVIDE ENTITLEMENTS OR RIGHTS SUCH AS ELECTING INDIVIDUALS TO THE GOVERNING BODY OR ANY INFLUENCE IN ESTABLISHING POLICIES, PROCEDURES OR MANAGERIAL ACTIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY MANAGEMENT AND REVIEWED BY ITS INDEPENDENT PUBLIC ACCOUNTANTS. ONCE THE DOCUMENT IS CONSIDERED READY FOR REVIEW, COPIES (EXCLUDING SCHEDULE B) ARE DISTRIBUTED TO THE MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AT LEAST A WEEK PRIOR TO A PREVIOUSLY SCHEDULED MEETING TO REVIEW IT. SCHEDULE B IS NOT INCLUDED FOR REVIEW IN ORDER TO RESPECT DONOR CONFIDENTIALITY AS REQUESTED BY SEVERAL DONORS. IN ADDITION TO THE FORM 990, MANAGEMENT PREPARES AND DISTRIBUTES A SUMMARY OF KEY ELEMENTS CONTAINED IN THE FORM 990 TO FACILITATE THE REVIEW. A COPY OF FORM 990-T IS ALSO PROVIDED ALONG WITH A BREAKOUT OF THE VARIOUS BUSINESS ACTIVITIES THAT HAVE BEEN IDENTIFIED AS GENERATING UNRELATED BUSINESS INCOME. DURING THE MEETING, MANAGEMENT LEADS THE COMMITTEE THROUGH THE SUMMARY DOCUMENT, PAUSING TO ADDRESS QUESTIONS AND FACILITATE DISCUSSION AS NECESSARY. THE TAX PROFESSIONAL FROM THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM WHO REVIEWED THE DOCUMENT IS ALSO PRESENT AND PARTICIPATES IN THE REVIEW SESSION. MINUTES OF THE MEETING ARE PREPARED AND RETAINED AS A RECORD. ANY CHANGES RESULTING FROM THE REVIEW ARE INCORPORATED IN THE FORM 990 AND THE COMMITTEE CHAIR DISTRIBUTES THAT DOCUMENT (EXCLUDING SCHEDULE B, WHICH IS REDACTED TO HONOR THE REQUEST FOR CONFIDENTIALITY OF SEVERAL DONORS) TO THE FULL BOARD OF TRUSTEES WITH HIS/HER COMMENTS BEFORE IT IS FILED. THE FULL BOARD IS TYPICALLY GIVEN A WEEK TO TEN DAYS TO COMMENT PRIOR TO IT BEING FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY, ALONG WITH A CERTIFICATION AND DESCRIPTION PAGE, TO OFFICERS, TRUSTEES AND MIDDLE MANAGEMENT EMPLOYEES. THEY ARE TO COMPLETE AND RETURN THE CERTIFICATION THAT THEY DO NOT HAVE ANY CONFLICT OF INTEREST OR DISCLOSE WHAT CONFLICT(S) THEY MAY HAVE. MANAGEMENT MONITORS THE RECEIPT OF THESE CERTIFICATIONS TO ENSURE THAT ALL ARE RETURNED AND MAINTAINED ON FILE. CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED AND A DETERMINATION IS MADE ON WHAT ACTION, IF ANY, MUST BE TAKEN TO PRESERVE GENERALLY ACCEPTED GOVERNING PRINCIPLES AND AVOID REAL AND/OR PERCEIVED CONFLICTS WHEN THE INDIVIDUAL IS EXPECTED TO VOTE OR MAKE A BUSINESS DECISION. FORM 990, PART VI, SECTION B LINES 12 THROUGH 14 WITH RESPECT TO THE THREE POLICIES REFERRED TO IN SECTION B, THE CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES WERE BOTH APPROVED BY AUTHORIZED COMMITTEES OF THE BOARD. ONLY THE DOCUMENT RETENTION AND DESTRUCTION POLICY WAS NOT APPROVED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE (THE "COMMITTEE") OF THE BOARD OF TRUSTEES OF THE NEW ENGLAND AQUARIUM ("THE ORGANIZATION") REVIEWS AND APPROVES THE CASH AND NON-CASH COMPENSATION POLICIES AND PROGRAMS AND MAJOR CHANGES IN THE BENEFIT PLANS THAT ARE APPLICABLE TO THE CHIEF EXECUTIVE OFFICER AS WELL AS ANY OTHER INDIVIDUAL WHO MEETS THE DEFINITION OF "DISQUALIFIED PERSON" IN THE INTERNAL REVENUE CODE. IT IS THE ORGANIZATION'S POLICY TO PROVIDE DIRECT COMPENSATION PROGRAMS AND POTENTIAL EARNING OPPORTUNITIES WHICH REFLECT THE RELATIVE SIZE AND PERFORMANCE OF THE ORGANIZATION IN THE INDUSTRY SEGMENT OF WHICH IT IS A PART AND WHICH ACCOMPLISH THE ORGANIZATION'S MISSION AND TAX-EXEMPT PURPOSE WITHOUT CAUSING ANY PART OF THE ORGANIZATION'S NET EARNINGS TO INURE TO THE PRIVATE BENEFIT OF AN INDIVIDUAL. SIMULTANEOUSLY, THE POLICY SUPPORTS THE CHALLENGES FACED BY THE ORGANIZATION BY PROVIDING INCREASED PAY-FOR-PERFORMANCE OPPORTUNITIES TO THE INDIVIDUALS WHO ARE MANAGING THE ORGANIZATION. THE COMMITTEE CARRIES OUT THIS POLICY ON AN ANNUAL BASIS OR AS A NEED ARISES. THE COMMITTEE IS PROVIDED THE FOLLOWING INFORMATION BY THE DIRECTOR OF HUMAN RESOURCES OF THE ORGANIZATION: - RELEVANT LOCAL MARKET COMPENSATION DATA FOR CHIEF EXECUTIVE OFFICER'S AND PRESIDENTS FROM PUBLISHED SURVEYS OF BOTH TAX-EXEMPT AND FOR-PROFIT ORGANIZATIONS. - FORM 990 COMPENSATION DATA FOR THE RELEVANT POSITIONS AT OTHER TAX-EXEMPT ORGANIZATIONS OF COMPARABLE SIZE AND COMPLEXITY BOTH WITHIN AND OUTSIDE THE CULTURAL INSTITUTIONAL SEGMENT. - COMPENSATION DATA OF CEOS OBTAINED THROUGH A NATIONAL NETWORK OF AQUARIA HUMAN RESOURCE PROFESSIONALS. - COMPENSATION DATA OF CEOS OBTAINED THROUGH A LOCAL NETWORK OF CULTURAL INSTITUTION HUMAN RESOURCE PROFESSIONALS. THE COMMITTEE REVIEWS THE INFORMATION PROVIDED AND VOTES TO: - SET BASE SALARY IN LIGHT OF THE MARKET DATA AND THE INDIVIDUAL'S BACKGROUND, EXPERIENCES, PERSONAL SKILLS AND JOB PERFORMANCE. - CONSIDER ANNUAL BONUS AWARDS, IF ANY, IN A UNIQUE CASE OF MERITORIOUS PERFORMANCE. THE COMMITTEE SETS COMPENSATION LEVELS FOR THE NEXT ANNUAL PERIOD. A SUMMARY OF THE DISCUSSIONS AND DELIBERATIONS OF THE COMMITTEE ARE DOCUMENTED AND PROVIDED TO THE DIRECTOR OF HUMAN RESOURCES OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC BY REQUESTING THEM IN WRITING OR IN PERSON TO NEW ENGLAND AQUARIUM, CENTRAL WHARF, BOSTON, MA 02110. THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AS WELL AS UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 404,726. GAIN ON INTEREST RATE SWAP AGREEMENT 251,235. LOSS NON-QUALIFIED PENSION PLAN -47,283. CURRENT YEAR IMPACT OF SFAS 158 -860,347. NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -134,225. ROUNDING FROM AUDITED STATEMENTS TO ACTUAL -420. TOTAL TO FORM 990, PART XI, LINE 5: -386,314. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM MARINE LIFE CENTER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MILK STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021103399 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223334951 | EIN |
| Primary Activities | ESTABLISH & MAINTAIN A CTR FOR THE RESCUE, TREATMENT & REHAB OF MARINE ANIM | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |