MONTEREY BAY AQUARIUM FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM FOUNDATION (EIN 94-2487469)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349304902
- Schema version
- 2010v3.4
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T11:48:44-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 8316484800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 CANNERY ROW | AddressLine1 |
| City | MONTEREY | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD E PROHASKA | Name |
| Title | CFO | Title |
| Phone | 8136484800 | Phone |
| Date Signed | 2011-11-14 | 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 | 2010 | 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 | 90152387 | 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 | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 555 | TotalNbrEmployees |
| Total Nbr Volunteers | 1271 | TotalNbrVolunteers |
| Total Gross UBI | 90515 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -12210 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29244577 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26601004 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35053001 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33816321 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1533050 | InvestmentIncomePriorYear |
| Investment Income Current Year | 779664 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1113509 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1647445 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 66944137 | TotalRevenuePriorYear |
| Total Revenue Current Year | 62844434 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 591148 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 484516 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 27144482 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 28485621 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 677283 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 795153 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2639604 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26833342 | OtherExpensePriorYear |
| Other Expenses Current Year | 29157586 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 55246255 | TotalExpensesPriorYear |
| Total Expenses Current Year | 58922876 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11697882 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3921558 | RevenuesLessExpensesCY |
| Total Assets BOY | 289804352 | TotalAssetsBOY |
| Total Assets EOY | 305851550 | TotalAssetsEOY |
| Total Liabilities BOY | 13407819 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12293261 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 276396533 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 293558289 | 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 | 23700822 | Expense |
| Grants | 10800 | Grants |
| Revenue | 31947828 | Revenue |
| Description | MARINE LIFE EXHIBITION AND CARE - SEE SCHEDULE O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8365500 | Expense |
| Grants | 15000 | Grants |
| Revenue | 1801223 | Revenue |
| Description | EDUCATION AND OUTREACH - SEE SCHEDULE O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6130245 | Expense |
| Grants | 458716 | Grants |
| Revenue | 0 | Revenue |
| Description | CONSERVATION AND RESEARCH - SEE SCHEDULE O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 12376772 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 50573339 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| 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 | true | 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 | true | 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 | true | 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 | 246 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 555 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| 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 |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Dr Peter S Bing MD | ||||||||
| Chairman | 1.0 | X | X | 0 | 0 | 0 | ||
| Julie Packard | ||||||||
| Executive Dir, Vice Chairman | 28.0 | X | X | 232734 | 0 | 40223 | ||
| Susan Ford Dorsey | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Stephen C Neal | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Susan Orr | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| James E Canales | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Margaret Caldwell | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Gordon R Smith | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Mark Wan | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Pietro Parravano | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Paul L Davies III | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Michael Mantell | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Caroline Getty | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Connie Martinez | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Chris Scholin | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| M R C Greenwood | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Joan Lane | ||||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |||
| Edward E Prohaska | ||||||||
| Chief Financial Officer | 40.0 | X | 217117 | 0 | 30821 | |||
| James Hekkers | ||||||||
| Managing Director | 40.0 | X | 246085 | 0 | 40461 | |||
| Barbara Wright | ||||||||
| Secretary | 1.0 | X | 0 | 0 | 0 | |||
| Cristina Fekeci | ||||||||
| Chief Development Officer | 40.0 | 192730 | 0 | 36794 | X | |||
| George Michael Sutton | ||||||||
| VP Dir Ctr for Future Oceans | 40.0 | 176877 | 0 | 39764 | X | |||
| Don Hughes | ||||||||
| VP Exhibitions | 40.0 | 167563 | 0 | 34205 | X | |||
| Cynthia Vernon | ||||||||
| VP Educ Guest Research Prgm | 40.0 | 150009 | 0 | 28228 | X | |||
| Teresa Jeanine Merry | ||||||||
| VP Human Resources | 40.0 | 144669 | 0 | 41018 | X | |||
| Edward Cassano | ||||||||
| Director Conservation Outreach | 40.0 | 186504 | 0 | 33857 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1714288 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 325371 | 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 AND SLETTEN INC | |||||
| 1600 SEAPORT BOULEVARD SUITE 350 | REDWOOD CITY | CA | 94063 | Construction Service | 2599270 |
| ENGINE COMPANY 1 | |||||
| 451 PACIFIC AVE | SAN FRANCISCO | CA | 94133 | Media and ad service | 2389669 |
| FRANK M BOOTH INC | |||||
| 222 THIRD STREET | MARYSVILLE | CA | 95901 | Construction service | 2511754 |
| STOCKER AND ALLAIRE INC | |||||
| 21B MANDEVILLE COURT | MONTEREY | CA | 93940 | Construction service | 890197 |
| Kreysler Associates | |||||
| 501 GREEN ISLAND ROAD | AMERICAN CANYON | CA | 94503 | construction service | 1520440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 36 | NumberOfContractorsGT100K |
| Membership Dues | 9146410 | MembershipDues |
| Related Organizations | 1500000 | RelatedOrganizations |
| Government Grants | 911753 | GovernmentGrants |
| All Other Contributions | 15042841 | AllOtherContributions |
| Noncash Contributions | 1343635 | NoncashContributions |
| Total Contributions | 26601004 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ADMISSION FEES | 611600 | 30670724 | 30670724 | |
| PRIVATE EVENT REVENUE | 713990 | 866182 | 778707 | 87475 |
| OTHER PROGRAM REVENUE | 900099 | 1801223 | 1801223 | |
| FOOD SERVICE | 722320 | 478192 | 475152 | 3040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33816321 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1748786 | TotalRevenueColumn |
| Exclusion | $1,748,786 | 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 | 8776 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8776 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2433350 | Real |
| Personal | 125000 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 855844 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1577506 | Real |
| Personal | 125000 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1702506 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25465749 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26434871 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -969122 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -969122 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29447 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 17238 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12209 | TotalRevenueColumn |
| Exclusion | $12,209 | 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 (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 170064 | 170064 |
| LOSS ON FIXED ASSET DISPOSAL | 900099 | -246110 | -246110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -76046 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62844434 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33658536 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 90515 | UnrelatedBusinessRevenue |
| Exclusion | $1,760,995 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459516 | Total |
| Program Services | 459516 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
| Program Services | 15000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Program Services | 10000 | ProgramServices |
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 | 1036965 | Total |
| Management And General | 807441 | ManagementAndGeneral |
| Fundraising | 229524 | 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 | 20879068 | Total |
| Program Services | 18190425 | ProgramServices |
| Management And General | 2071780 | ManagementAndGeneral |
| Fundraising | 616863 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1773630 | Total |
| Program Services | 1555023 | ProgramServices |
| Management And General | 169250 | ManagementAndGeneral |
| Fundraising | 49357 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3209976 | Total |
| Program Services | 2663783 | ProgramServices |
| Management And General | 415426 | ManagementAndGeneral |
| Fundraising | 130767 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1585982 | Total |
| Program Services | 1354857 | ProgramServices |
| Management And General | 176302 | ManagementAndGeneral |
| Fundraising | 54823 | 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 | 297705 | Total |
| Program Services | 237654 | ProgramServices |
| Management And General | 59819 | ManagementAndGeneral |
| Fundraising | 232 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196088 | Total |
| Management And General | 196088 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122211 | Total |
| Program Services | 10255 | ProgramServices |
| Fundraising | 111956 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 795153 | Total |
| Fundraising | 795153 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149221 | Total |
| Management And General | 149221 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5868054 | Total |
| Program Services | 5030402 | ProgramServices |
| Management And General | 771962 | ManagementAndGeneral |
| Fundraising | 65690 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3456354 | Total |
| Program Services | 3443886 | ProgramServices |
| Management And General | 12468 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5661291 | Total |
| Program Services | 4977372 | ProgramServices |
| Management And General | 400317 | ManagementAndGeneral |
| Fundraising | 283602 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301913 | Total |
| Program Services | 285056 | ProgramServices |
| Management And General | 13353 | ManagementAndGeneral |
| Fundraising | 3504 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1556061 | Total |
| Program Services | 1467438 | ProgramServices |
| Management And General | 86702 | ManagementAndGeneral |
| Fundraising | 1921 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1098809 | Total |
| Program Services | 929527 | ProgramServices |
| Management And General | 100801 | ManagementAndGeneral |
| Fundraising | 68481 | 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 | 142646 | Total |
| Program Services | 110796 | ProgramServices |
| Management And General | 27568 | ManagementAndGeneral |
| Fundraising | 4282 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48 | Total |
| Management And General | 48 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8444645 | Total |
| Program Services | 8178228 | ProgramServices |
| Management And General | 258311 | ManagementAndGeneral |
| Fundraising | 8106 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414153 | Total |
| Program Services | 396537 | ProgramServices |
| Management And General | 17085 | ManagementAndGeneral |
| Fundraising | 531 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| MERCHANT FEES | 639720 | 552973 | 86747 | |
| DONATED GOODS | 740011 | 591946 | 128065 | 20000 |
| MISCELLANEOUS EXPENSES | -1282 | 42727 | -44009 | |
| NONFUNDRAISING EVENT COST | 69938 | 69938 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58922876 | Total |
| Program Services | 50573339 | ProgramServices |
| Management And General | 5709933 | ManagementAndGeneral |
| Fundraising | 2639604 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11741036 | BOY |
| EOY | 10881697 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32665345 | BOY |
| EOY | 30988458 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1288225 | BOY |
| EOY | 1247876 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230000 | BOY |
| EOY | 230000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378440 | BOY |
| EOY | 445122 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 234047184 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 104715721 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124469487 | BOY |
| EOY | 129331463 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118309013 | BOY |
| EOY | 131990844 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 722806 | BOY |
| EOY | 736090 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289804352 | BOY |
| EOY | 305851550 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5758090 | BOY |
| EOY | 5705108 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57500 | BOY |
| EOY | 20000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7285667 | BOY |
| EOY | 6272162 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306562 | BOY |
| EOY | 295991 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13407819 | BOY |
| EOY | 12293261 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224095263 | BOY |
| EOY | 245712734 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39219630 | BOY |
| EOY | 34708800 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13081640 | BOY |
| EOY | 13136755 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276396533 | BOY |
| EOY | 293558289 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289804352 | BOY |
| EOY | 305851550 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3921558 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 13240198 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 16320351 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49074566 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31383828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29244577 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26601004 | CurrentTaxYear |
| Total | 152624326 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26707144 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30981649 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30564881 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35048913 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33755253 | CurrentTaxYear |
| Total | 157057840 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43027495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 80056215 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61948709 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64293490 | CurrentTaxYearMinus1Year |
| Current Tax Year | 60356257 | CurrentTaxYear |
| Total | 309682166 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2089923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31599703 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7156080 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7010760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1266744 | CurrentTaxYear |
| Total | 49123210 | 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 Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2089923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31599703 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7156080 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7010760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1266744 | CurrentTaxYear |
| Total | 49123210 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 260558956 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4952212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5204656 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4621089 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4410388 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4190912 | CurrentTaxYear |
| Total | 23379257 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4952212 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5204656 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4621089 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4410388 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4190912 | CurrentTaxYear |
| Total | 23379257 | 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 | 95673 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34748 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 130145 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81975 | CurrentTaxYearMinus1Year |
| Current Tax Year | 170064 | CurrentTaxYear |
| Total | 512605 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48075380 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 85295619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66699943 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68785853 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64717233 | CurrentTaxYear |
| Total | 333574028 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.78111 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.75407 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07009 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08303 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | In 2010, the majority of other income was earned from 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 | 11346 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 140718 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 152064 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 58774910 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 58926974 | 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 | 24140 | CurrentYearMinus3 |
| Current Year Minus2 | 132859 | CurrentYearMinus2 |
| Current Year Minus1 | 142964 | CurrentYearMinus1 |
| Current Year | 152064 | CurrentYear |
| Total | 452027 | 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 | 3856 | CurrentYearMinus3 |
| Current Year Minus2 | 15585 | CurrentYearMinus2 |
| Current Year Minus1 | 4660 | CurrentYearMinus1 |
| Current Year | 11346 | CurrentYear |
| Total | 35447 | 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 | 75328843 | BeginningOfYearBalance |
| Contributions | 1018399 | Contributions |
| Investment Earnings Or Losses | 1550640 | InvestmentEarningsOrLosses |
| Other Expenditures | 463374 | OtherExpenditures |
| End Of Year Balance | 77434508 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.80430 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.19570 | PermanentEndowmentEOYBalance |
| 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 | 142829239 | OtherCostOrOtherBasis |
| Depreciation | 61742328 | Depreciation |
| Book Value | 81086911 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 756385 | OtherCostOrOtherBasis |
| Depreciation | 731255 | Depreciation |
| Book Value | 25130 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25470215 | OtherCostOrOtherBasis |
| Depreciation | 15621501 | Depreciation |
| Book Value | 9848714 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54907467 | OtherCostOrOtherBasis |
| Depreciation | 26620637 | Depreciation |
| Book Value | 28286830 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 129331463 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MULTISTRATEGY COMMODITY FUND | 85184516 | F |
| HEDGE EQUITY FUNDS | 17006083 | F |
| MULTISTRATEGY COMMODITY FUND | 4807780 | F |
| PRIVATE CAPITAL FUNDS | 764669 | F |
| MULTISTRATEGY FIXED INC FUND | 16259508 | F |
| COMMONFUND - NON MARKETABLE | 7954134 | F |
| MONEY MARKET | 14154 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 131990844 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY PAYMENT LIABILITY | Description |
| Amount | $295,991 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 295991 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule D, Part V, Line 4 | Identifier |
| Explanation | The earnings of the Aquarium's endowment funds support education and conservation programs and the mission of the Aquarium. Form 990, Schedule D, Part X, line 2: ASC 740-10-25, Accounting for Uncertainty in Income Taxes, clarifies the accounting for uncertainty in income taxes recognized in an entity's consolidated financial statements and provides guidance on the recognition, de-recognition and measurement of benefits related to an entity's uncertain tax positions, if any. The Aquarium adopted ASC 740-10-25 on January 1, 2009 and the adoption of this standard had no material effect on the Aquariums consolidated financial statements as of January 1, 2009 or at December 31, 2009 and 2010. As such, the Aquarium does not have a deferred tax asset on the Statement of Financial Position and there have been no related tax penalties or interest, which would be classified as tax expense in the consolidated statements of activities and changes in net assets. The Aquarium is subject to income taxes in the U.S. and California on unrelated business income. The Aquariums federal returns since December 31, 1995 remain subject to the federal statute of limitations. The Aquariums California returns since December 31, 2001 remain subject to the California statute of limitations. The Aquarium does not anticipate that there will be any material changes in its unrecognized tax positions over the next 12 months. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | see part V | 17014 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Sustainable Seafood | 13564 |
| South America | 0 | 0 | Grantmaking | Penguin Acquistion | 10000 |
| Middle East and North Africa | 0 | 0 | Program Services | see part V | 2083 |
| North America | 0 | 0 | Program Services | Animal Collecting | 33222 |
| North America | 0 | 0 | Program Services | Sustainable Seafood | 8720 |
| North America | 0 | 0 | Program Services | Graphic design review | 510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 85113 | SubtotalAmountSpent |
| Total Amount Spent | 85113 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | South America | Region |
| Purpose Of Grant | Penguin acquisition | PurposeOfGrant |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | wire | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Schedule F, Part I, Line 2: | The Aquarium requires potential grant recipients to submit formal applications which are reviewed by the program manager and Director of Finance for consistency with the Aquarium's mission and compliance with the annual budget. Furthermore, the Aquarium requires a written report from the grantee providing detail about how funds were used to accomplish the grant objectives. Reports are reviewed by the program manager as well as the Director of Finance for compliance with grant conditions. |
| Form 990, Schedule F, Part I, Line 3: | Expenditures for senior staff travel to Japan and Dubai to tour public aquariums to learn of best practices for the purpose of fulfilling the Aquarium's mission of ocean conservation through the operation of a public aquarium. |
| form 990, Schedule F, Part IV, LIne 6: | Senior Staff traveled to Dubai to tour public aquariums to learn of best practices for the purpose of fulfilling the Aquarium's mission of ocean conservation through the operation of a public aquarium. |
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 (4 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| SDA Teleservices | Telephone Outreach | false | 143772 | 77628 | 66144 |
| Charles Feldstein | Gift Consulting | false | 132000 | ||
| Conservation Strategy Group | Gift Consulting | false | 24000 | ||
| Harris Connect Group Holding | Telemarket | false | 1408320 | 545844 | 862476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1552092 | TotalGrossReceipts |
| Total Retained By Contractors | 779472 | TotalRetainedByContractors |
| Total Net To Organization | 928620 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Halloween Night | NameOfEvent1 |
| Gross Receipts Event1 | 29447 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 29447 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 8795 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1855 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 6588 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 29447 | GrossReceiptsTotal |
| Gross Revenue Total Events | 29447 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 8795 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1855 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 6588 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 17238 | DirectExpenseSummaryEvents |
| Net Income Summary | 12209 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I Line 2b | Identifier |
| Explanation | Invoices from fundraisers are reviewed to determine if a component of the fees paid are for a reimbursement of expenses. Of the $779,472 reported in part 2b, $2,614 was for reimbursement of expenses. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AZA Executive Office | |||||||
| 8403 Colesville Rd | Silver Springs | MD | 20910 | 550526930 | 501(c)(3) | 10000 | savoring sustainable seafood event |
| California State University Long Beach | |||||||
| 6300 State Univ Dr 332 | Long Beach | CA | 90815 | 956106694 | 115 | 42306 | White Shark Research |
| Environmental Media Association | |||||||
| 5979 W Third St | Los Angeles | CA | 90036 | 954268867 | 501(c)(3) | 10000 | Environmental Media awards sponsorship |
| Stanford University | |||||||
| Oceanview Blvd | Pacific Grove | CA | 93950 | 941156365 | 501(c)(3) | 186351 | white shark research |
| Spitfire Strategies | |||||||
| 1800 M ST NW 200 North | Washington | DC | 20036 | 810561016 | 5100 | Boston Seafood Show Sponsorship | |
| Marine Conservation Institute | |||||||
| 2809 S Mission Rd Ste G | Fallbrook | CA | 92028 | 208328051 | 501(c)(3) | 10000 | Intl White Shark Symposium |
| American Culinary Education | |||||||
| 180 Center Place Way | St Augustine | FL | 32095 | 382172192 | 501(c)(3) | 15000 | 2010 Film Festival Sponsor. |
| UC Santa Cruz | |||||||
| 1156 High Street EMS bldg | Santa Cruz | CA | 95064 | 941539563 | 115 | 18000 | Manta research and tags |
| University of Hawaii | |||||||
| 2777 Kalakaua Avenue | Honolulu | HI | 96815 | 996000354 | 115 | 125298 | research of white sharks and mantas |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 8 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 15 | NumberOfRecipients |
| Amount Of Cash Grant | 15000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I, Part I, Line 2: | Identifier |
| Explanation | The Aquarium requires potential grant recipients to submit formal applications which are reviewed by the program manager and director of finance for consistency with the Aquarium's mission and compliance with the annual budget. Furthermore, the Aquarium requires a written report from the grantee providing detail about how funds were used to accomplish the grant objectives. Reports are reviewed by the program manager as well as the director of finance for compliance with grant conditions. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| 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 |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julie Packard | |||||||||||||
| 231379 | 0 | 395 | 0 | 960 | 0 | 23596 | 0 | 16627 | 0 | 272957 | 0 | 0 | 0 |
| Edward E Prohaska | |||||||||||||
| 215566 | 0 | 790 | 0 | 761 | 0 | 21824 | 0 | 8997 | 0 | 247938 | 0 | 0 | 0 |
| James Hekkers | |||||||||||||
| 240589 | 0 | 790 | 0 | 4706 | 0 | 24500 | 0 | 15961 | 0 | 286546 | 0 | 0 | 0 |
| Cristina Fekeci | |||||||||||||
| 190530 | 0 | 790 | 0 | 1410 | 0 | 19746 | 0 | 17048 | 0 | 229524 | 0 | 0 | 0 |
| George Michael Sutton | |||||||||||||
| 175758 | 0 | 790 | 0 | 329 | 0 | 18155 | 0 | 21609 | 0 | 216641 | 0 | 0 | 0 |
| Don Hughes | |||||||||||||
| 165166 | 0 | 790 | 0 | 1607 | 0 | 17194 | 0 | 17011 | 0 | 201768 | 0 | 0 | 0 |
| Cynthia Vernon | |||||||||||||
| 148016 | 0 | 790 | 0 | 1203 | 0 | 15091 | 0 | 13137 | 0 | 178237 | 0 | 0 | 0 |
| Teresa Jeanine Merry | |||||||||||||
| 143435 | 0 | 790 | 0 | 444 | 0 | 15357 | 0 | 25661 | 0 | 185687 | 0 | 0 | 0 |
| Edward Cassano | |||||||||||||
| 98805 | 0 | 0 | 0 | 87699 | 0 | 10287 | 0 | 23570 | 0 | 220361 | 0 | 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 | Tax Gross-Up Payments: The Aquarium issues cell phone and other personal digital assistants to certain employees for business purposes. To comply with IRS regulations, employees received a tax gross-up payment to cover taxes associated with personal usage as a fringe benefit. All gross-up payments were treated as taxable income in employees' form W-2 and included in income reported on schedule J, Part II, column B (III). First Class travel: First Class travel was approved by the CFO for George Michael Sutton to facilitate the timing between two meetings on the West coast and Washington D.C. Any first class travel needs to have a valid business reason, must be approved in advance by the CFO, and is never funded by government funds. Housing allowance or residence for personal use: George Michael Sutton receives a housing allowance pursuant to his employment as approved by the Executive Compensation Committee. All payments were treated as taxable income in employees Form W-2 and included in income reported on Schedule J, Part II, Column B (iii). 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 reimbursement of $25 for health club dues if the employee meets the program goals. All payments were treated as taxable income in employees Form W-2 and included in income reported on Schedule J, Part II, Column B (iii). | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Michael Sutton | NamePerson |
| Purpose Of Loan | Housing Assistance | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $230,000 | OriginalPrincipalAmount |
| Balance Due | 230000 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 230000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LEON E PANETTA | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | COMMON TRUSTEE | Relationship |
| Description Of Transaction | INSURANCE | DescriptionOfTransaction |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 82250 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinion of expert | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 37 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 871328 | 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 | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 34612 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions 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 (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Miscellaneous | 5 | 36107 | Cost/Selling Price |
| X | Advertising | 21 | 319338 | Cost/Selling Price |
| 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 167 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 (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. The last quarter century has brought unprecedented and disturbing changes in the health of the marine environment worldwide, from the collapse of fisheries to the rise of ocean dead zones. In response, The Monterey Bay Aquarium has grown more resolute in its commitment to ensure a healthy future for our oceans. The breadth and scope of our programs continue to grow to address today's critical challenges: mismanagement of fisheries, destruction of coastal habitats and the increasingly urgent threat of global climate change. During 2010, we rose to that challenge by working to reach new audiences through our live exhibits, education programs and conservation initiatives. Form 990 Part III Line 4a Marine Life Exhibition and Care Marine life exhibition and care costs of $23,700,822 include the cost of operating and maintaining the Aquarium's living exhibit galleries. Live animals and compelling exhibits are the most powerful tools we have to inspire visitors to connect with ocean life - a connection that can lead them to act in the spirit of ocean conservation. We continued to foster that engagement in 2010 when we introduced cute and compelling animals throughout the Aquarium, and especially when we opened a special exhibition with an important message. In February 2010 we introduced Kit, a charming 11-week-old sea otter pup, who went on exhibit along with adult companion and regular exhibit animal Mae. Kit was the youngest sea otter to ever go on exhibit and became an instant visitor favorite. We documented Kit's trials and successes growing up in a six-part series of multimedia stories we sent exclusively to Aquarium members first, then to others on our general email distribution lists. The series shared Kit's progress, as well as the incredible behind-the-scenes work of our Sea Otter Research and Care (SORAC) program, which rescues and rehabilitates stranded pups and injured adults with the primary goal of releasing them back to the wild. SORAC program expenses are part of Conservation and Research described in Line 4c. In July 2010 we introduced a 16-week-old rescued pup known only to us as "502" - the number SORAC staff assigned her upon admittance into the program. A rescued animal's ID represents the number of stranded sea otters brought into the program to date. We placed 502 on exhibit with adult sea otter companion, Joy. 502 was Joy's 12th pup, but only the second pup ever to be raised in a public setting. Eventually we placed 502 with the Georgia Aquarium as her new permanent home. As part of the SORAC program, Joy and other adult female otters usually raise pups or are companions for juvenile or adult otters behind-the-scenes that are eventually released to the wild. In late March 2010 we opened a new special exhibition, "Hot Pink Flamingos: Stories of Hope in a Changing Sea" that explores the effects of climate change through the lives of remarkable ocean wildlife, and shares stories of hope involving people and communities that are engaged in tackling climate change - and making a difference. Climate change is a challenging topic to discuss in general, and most discussion has been about its effect on land. But the devastating effects on the oceans from this growing threat are too important for us not to share our concerns with visitors. Inside "Hot Pink Flamingos" visitors wind through four live animal galleries exploring the different ways that climate change is affecting ocean animals. Several striking species - including scarlet and white ibis, Chilean flamingos, cattle egrets and Magellanic penguins - have never before been on exhibit at the Aquarium. Alongside live animal exhibits are videos and interactive stations that address how energy use from fossil fuels creates carbon pollution, and the many impacts carbon pollution has on the oceans: from rising sea levels and melting polar ice, to ocean acidification, warming waters and disappearing food sources. Visitors are also invited to explore how they can join with the Aquarium and people around the world in taking small but significant steps to address the climate crisis and protect ocean wildlife. In summer we finished our new Animal Research and Care Center, or the ARCC, with the primary purpose of housing some of our open-ocean animals, such as sea turtles, yellowfin and bluefin tuna, pelagic rays and scalloped hammerhead sharks, during the renovation of the Outer Bay galleries which reopen in 2011 as The Open Sea galleries. The offsite center, which isn't open to the public, contains three huge holding tanks, a food preparation room and an animal health lab, and is as "green" as possible, from water use to energy needs. In late August 2010 we began the 11-month process of creating The Open Sea galleries to share tales of epic animal migrations across the Pacific through impressive live exhibits and multimedia experiences that connect visitors with tiny plankton, sharks, fishes, sea turtles and sea birds. The Open Sea galleries preserve past highlights from the Outer Bay galleries, including mesmerizing jelly exhibits and the million-gallon exhibit of open-ocean life. New features include a seabird exhibit with tufted puffins, an interactive plankton magnifier and a virtual jelly swarm. Form 990 Part III Line 4b Education and Outreach Education and Outreach costs of $8,365,500 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 2010 some of our important education and outreach programs matured and expanded their reach. Through our first 26 years, our educators have connected nearly 2 million schoolchildren with marine life in ways that can't be duplicated in a school classroom. We offer five different programs, from the Splash Zone-based bilingual lessons for Head Start preschoolers, to flexibly structured Home School Days. We hosted, free of charge, more than 76,000 students in these programs in 2010. One of our comprehensive education programs, the Watsonville Area Teens Conserving Habitats (WATCH) program, continued to have significant impacts in the predominantly Hispanic farmworker community. The collaboration at Pajaro Valley High School teaches students about their local environment, conservation research methods and community outreach. In 2010 we expanded the program to include students from nearby Watsonville High School. Once again, WATCH students who graduated from high school received a total of $15,000 in college scholarships from the Aquarium. We reached out to teachers, too, with workshops and week-long institutes throughout the year to give them effective new tools to teach students about marine science and ocean conservation. Many of the educators told us that these programs renew their commitment to teaching, or spark a new interest in marine science. We further reached thousands of visitors through customized Aquarium Adventures programs, ranging from behind-the-scenes tours and overnight sleepovers, to sailing and scuba adventures. These help forge deeper connections to our mission with our guests. As part of our climate change outreach, we produced a clever yet compelling video called "Change for the Oceans." The short animated video, produced by Free Range Studios, shares the message that while animals can't adapt quickly to a changing environment, humans can. "Change for the Oceans" lives on our website and asks viewers to commit to a change that may seem small on an individual basis, but can make a big difference collectively, such as biking or walking instead of driving a car, carrying reusable bags and bottles and eating local food in season. | |
| The video is narrated by John Cleese who carries a reusable bag and to | date has refused 3,982 plastic water bottles. John also tips his hat to the National Oceanic and Atmospheric Administration, which supported the production of the video and the production of the website page where the video lives. In 2010 we shared conservation messages in some different ways. We were proud to be the presenting sponsor for Monterey's first BLUE Ocean Film Festival & Conservation Summit in August. Since its debut a year earlier, BLUE has been recognized for bringing together the world's greatest collection of ocean films, esteemed filmmakers and marine experts. It is also the first festival to combine an international ocean film competition, a professional underwater filmmakers' and photographers' conference, and high-profile ocean conservation presentations, along with educational and entertainment activities for ticket-holders - including Aquarium members - and the community. Our Cooking for Solutions four day event, which includes the Sustainable Seafood Institute, drew over 11,000 participants with the help of 18 culinary celebrities including Suzanne Goin, Rick Bayless, and Guy Fieri. Form 990 Part III Line 4c Conservation and Research Conservation and Research costs of $6,130,245 represent expenses for animal research, the Center for the Future of the Oceans advocacy group, and Seafood Watch programs. Thanks to the ongoing conservation research partnerships which the Aquarium is a part of, today we better understand sea otters, white sharks and tuna - species that play key roles in the ocean's delicate balance and that face serious threats in the wild. Our researchers have devoted years to studying these charismatic animals. Like a giant puzzle, we are slowly adding pieces, and the big picture is beginning to emerge. Our 26 years of work with California's threatened sea otters continued to generate new insights into the slow recovery of the population, from our field documentation of sea otter behavior to the progress of our veterinary team in identifying and treating parasites and diseases that are affecting many sea otters in prime breeding age. Assessing the risk factors is the key to long term recovery of California sea otters and is the focus of our program for the next three to five years. In 2010 our researchers continued to work with an extended team of biologists studying the sea otter population off Big Sur. The team is comparing the health and reproduction rate of Big Sur sea otters - at the heart of the animals' range - with those found in Monterey Bay and other areas closer to urban and agricultural centers. The Aquarium is the only facility in California equipped to care for and rehabilitate stranded sea otters through our Sea Otter Research and Conservation (SORAC) program - over 500 to date. In 2010, two adult female sea otters previously reared as stranded pups by surrogate mothers at the Aquarium each gave birth in the wild to their second pups. This brings to five the number of pups born to female sea otters reared in this manner and released to the wild by our SORAC program. Our knowledge about white sharks, another protected species, also continues to grow. We suspended the exhibit component of our juvenile white shark research program due to the remodel of the Outer Bay exhibit, but continued to tag and track juvenile and adult white sharks in the wild. Our program, in collaboration with researchers in the United States and Mexico, is making significant contributions to understanding great white sharks in the Pacific Ocean: where they travel, where they live and details about their basic physiology. The new data are generated from electronic tags, photo identification and genetic analyses using tissue and blood samples taken from individual sharks. In collaboration with Stanford University, we've placed 240 electronic tracking tags on 100 individual sharks at the Farallon Islands, Point Reyes, and at Ao Nuevo Island since 2000. Many sharks have been tagged more than once, generating multiple years of information about their travels. We're also expanding use of acoustic tags that pinpoint precisely when the sharks swim past specific points along the coast. Our research team has also learned that California's great white sharks comprise a genetically distinct population, long isolated from other great whites around the world. And the team has completed a first population estimate, by identifying individuals from the unique shape of their dorsal fins. The team estimates the minimum population off central California is around 250 adolescent and adult sharks. Over time, we hope to learn whether this small population is currently increasing, decreasing or stable. Electronic tags also allow the research team to map critical habitat used by young-of-the-year sharks. In collaboration with scientists in California and Mexico, we've placed tracking tags on 43 young sharks (through 2010) and documented a great white shark nursery that extends from southern California through Baja California. We're beginning to fit these sharks with acoustic tags as well, to identify locations where they may be particularly vulnerable to being caught as bycatch in coastal fisheries - despite their protected status in both countries. Our collaboration with biologists at the Tuna Research and Conservation Center (TRCC) at Stanford University's Hopkins Marine Station seeks to better understand pelagic fishes by building our knowledge of their basic biology, ecology and natural history-knowledge that is vital to protecting their dwindling numbers. The TRCC's home is a facility for maintaining open-ocean fishes located at Stanford University's Hopkins Marine Station next to the Aquarium. Established in 1994, it is the only place in the continental U.S. where live tunas are kept for research. Four 5,000- to 86,000-gallon tanks, each with its own life-support system, hold fast-swimming tunas that can ultimately grow to weigh hundreds of pounds. A team of Stanford University and Aquarium scientists and students blend animal husbandry expertise with cutting-edge scientific research skills in a partnership that draws on each institution's unique strengths. Bluefin, yellowfin and skipjack tuna have all been successfully maintained and studied here. Years of tagging efforts have revealed that the two populations of Atlantic bluefin tuna - found in the Gulf of Mexico and the Mediterranean - intermingle and interbreed. These data, published in the scientific press, reinforced calls by the conservation community to suspend fishing for the severely depleted Atlantic bluefin tuna population. For ocean lovers, 2010 brought significant progress toward policy reforms that will protect our oceans for future generations. The Aquarium, through its Center for the Future of the Oceans, was deeply involved in advocating for these reforms. Our conservation research programs help inform our policy initiatives, which focus primarily on the California coast and Pacific Ocean. In California, we continue to support creation of a robust statewide network of marine protected areas-including fully protected marine reserves. By the end of 2011, a growing network of marine protected areas along the California coast will encompass state waters from the Oregon border to Mexico. Another big victory for the oceans occurred not in the halls of government but in the aisles of the grocery store. Whole Foods Market announced a partnership with our Seafood Watch program and the Blue Ocean Institute to label all wild-caught seafood in its stores across North America using our green, yellow and red criteria for sustainable fishing practices. Whole Foods also pledged to remove the last red-listed seafood from its shelves by Earth Day 2013. It is the first national retailer to offer this level of transparency and make this kind of commitment. | |
| We expanded the features on our free Seafood Watch iPhone app to include | one that allows sustainable seafood fans to share information with others. Project FishMap lets people tag any of more than one million restaurants and markets across the United States when they find ocean-friendly seafood. Other iPhone users can then discover where peers have found sustainable seafood nationwide. We continue to partner with major seafood buyers, and these partnerships are resulting in the purchase of millions of pounds of sustainable seafood. Over time, increased demand from major buyers can transform the entire supply chain and ultimately lead to changes in the way seafood is caught or farmed. For her commitment to ocean sustainability and leadership, in 2010 the National Marine Sanctuary Foundation awarded Aquarium Executive Director Julie Packard its Lifetime Achievement Award. Packard joins past Lifetime Achievement Award recipients, including ocean explorers Dr. Sylvia Earl, Dr. Bob Ballard and Jean-Michel Cousteau. Form 990 Part III Line 4d Other Program Services of $12,376,772 represent the costs of activities to provide a high quality experience for the 1.8 million people visiting the Aquarium in 2010. Included in this category are costs for marketing, guest services, and 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. The Aquarium was thrilled to announce in September that we selected award-winning Napa Valley chef and restaurateur Cindy Pawlcyn, in partnership with ARAMARK, to manage our dining experiences. Through this culinary collaboration, Pawlcyn - creator of Mustards Grill and other critically acclaimed "farm-to-table" restaurants - brought her cooking philosophy to all aspects of the Aquarium's food and beverage program, including its self-service cafe, full-service restaurant and private event catering. Pawlcyn continues our food service's emphasis on fresh, local and seasonal ingredients, and on wild-caught and farmed seafood that adheres to the highest standards of our Seafood Watch program. Proceeds from retail and foodservices support the Aquarium's operations and mission. Our Guest Experience team created an effective way to communicate with visitors while on-site, launching a mobile text messaging service inviting them to check out UFOs - Unscheduled Feeding Opportunities - throughout the day. These UFOs feature not space aliens but unscheduled feedings of jellyfish, sharks, flamingos and bat rays, enrichment sessions for the giant Pacific octopus, and even unusual wildlife sightings off the Aquarium's ocean-view decks. None of these activities are publicized - except via opt-in text message alerts, and the messages end when the Aquarium closes for the day. The first-in-the-world UFO alert system was built using technology from mobile service provider Guide by Cell, which provides mobile audio solutions to more than 800 aquariums, zoos, museums and nonprofit organizations worldwide. We continued to strengthen our ties to California's growing Hispanic community. The Aquarium attracted nearly 112,000 California Hispanic visitors partially due to three specially crafted cultural weekend promotional events that granted free admission for all children 12 and under. Our free admission programs through local libraries and nonprofit social service organizations brought 40,000 low-income and special needs visitors to the Aquarium. At the Aquarium, more than 1,200 individuals volunteered nearly 150,000 hours during 2010 to help clean exhibits, feed sea otter pups, explain sea stars to toddlers, show off a jelly to a visitor from overseas, discuss why eating sustainable seafood can help the ocean, and make countless other connections that further our mission in very personal ways. Costs associated with these volunteer activities were allocated 64% to Other Program Services, 12% to Marine Life Exhibition and Care, 12% to Education and Outreach, and 12% to Conservation and Research. Form 990, Part VI, Section A, line 2: Christopher Scholin, a trustee, is the CEO of Monterey Bay Aquarium Research Institute ("MBARI") of which Julie Packard is a board member. 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. Upon acceptance of the draft by the CFO, the draft Form 990 is delivered to the Finance Committee of the Board of Trustees in advance of their next meeting. The Finance Committee reviews the draft during the meeting, with the CFO and Executive Director present for questions and discussion. Finally, the Board receives a copy 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 policy. For the trustees and officers Conflict of Interest Policy, the Executive Director's office requests completion of the annual disclosure form by January 31 for all trustees and officers. The Executive Director assures that all forms have been received, prepares a summary of disclosures, and forwards the completed forms and the summary to the Aquarium's Legal Counsel. Following Legal Counsel review, the Executive Director presents the disclosures to the Board's Executive Compensation Committee, which reviews the disclosures and makes a report to the Board at its May Board meeting. The Chief Financial Officer also reviews the completed forms and the summary, and is responsible for assuring appropriate reporting to the external auditors and disclosure in the annual tax filings. Trustees and officers have a continuing duty to make additional disclosures throughout the year. For the employees Code of Ethical Conduct Policy, the Vice President of Human Resources forwards the Code, which includes a section on conflicts of interest, to all managers by January 31 and each manager responds that they have read it and are in compliance. They are also required to disclose any interests which could give rise to conflict. Disclosures (and mitigation plans, if appropriate) are reviewed by the Executive Director, Vice President of Human Resources and Chief Financial Officer by March. Form 990, Part VI, Section B, Line 15: Compensation consultants were engaged to conduct a review of all senior staff positions including officers and key employees. A custom survey was conducted which included 20 comparable organizations. Market data was gathered and analyzed by a national compensation consulting firm. Results were reviewed by Executive Compensation Committee and were used by the Committee to formally review and confirm that their compensation is appropriate. The review was contemporaneously documented in the Committee minutes. 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. | |
| Form 990, Part XI, Line 5 | Other changes in net assets represent, unrealized gains and losses reported for financial statement purposes, excluded from revenues reported on the form 990. | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Edward E Prohaska TITLE:Chief Financial Officer HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:James Hekkers TITLE:Managing Director HOURS:1 | FORM 990 PART VII |
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 | NA | BusinessNameLine1 |
| 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 | true | 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 | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Monterey Bay Aquarium Support Services | |
| C | 1500000 |
| Monterey Bay Aquarium Support Services | |
| R | 216374 |
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