AQUARIUM OF THE PACIFIC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AQUARIUM OF THE PACIFIC (EIN 33-0532354)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202413189349311076
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T17:46:06-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BOULEVARD 11TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330532354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AQUARIUM OF THE PACIFIC CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AQUA | BusinessNameControlTxt |
| Phone | 5629511635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 AQUARIUM WAY | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA SARTY | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 5629511635 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANAZ BENYAMINI | PreparerPersonNm |
| PTIN | P00666808 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR PETER KAREIVA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 AQUARIUM WAY | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,484,913 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AQUARIUMOFPACIFIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE AQUARIUM OF THE PACIFIC'S MISSION IS TO INSTILL A SENSE OF WONDER, RESPECT, AND STEWARDSHIP FOR THE PACIFIC OCEAN, ITS INHABITANTS, AND ECOSYSTEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 494 | TotalEmployeeCnt |
| Total Volunteers | 1297 | TotalVolunteersCnt |
| Total Gross UBI | $267,558 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,717,348 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,477,946 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,976,288 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,999,804 | CYProgramServiceRevenueAmt |
| PY Investment Income | $179,768 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,035,482 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,873,988 | PYOtherRevenueAmt |
| CY Other Revenue | $6,498,378 | CYOtherRevenueAmt |
| PY Total Revenue | $51,747,392 | PYTotalRevenueAmt |
| CY Total Revenue | $57,011,610 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,381,810 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,593,385 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,686,972 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,003,000 | PYOtherExpensesAmt |
| CY Other Expenses | $23,788,175 | CYOtherExpensesAmt |
| PY Total Expenses | $42,384,810 | PYTotalExpensesAmt |
| CY Total Expenses | $50,381,560 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,362,582 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,630,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,592,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,299,018 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,247,848 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,324,268 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,344,700 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,974,750 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AQUARIUM OF THE PACIFIC'S MISSION IS TO INSTILL A SENSE OF WONDER, RESPECT, AND STEWARDSHIP FOR THE PACIFIC OCEAN, ITS INHABITANTS, AND ECOSYSTEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $34,882,423 | ExpenseAmt |
| Revenue | $49,250,636 | RevenueAmt |
| Desc | ANIMAL CARE - THE AQUARIUM'S HUSBANDRY DEPARTMENT OVERSEES ALL OF THE CARE, FEEDING, AND LIFE SUPPORT SYSTEMS NEEDED TO SUPPORT OVER 14,924 ANIMALS REPRESENTING OVER 787 SPECIES IN MORE THAN 100 EXHIBITS, INCLUDING SEVERAL TOUCH TANK EXPERIENCES. SEA LIONS, SEA OTTERS, SHARKS, RAYS, DIVING BIRDS, SEA JELLIES, CORALS, TURTLES, AND FISH OF ALL TYPES FROM TEMPERATE TO TROPICAL SPECIES ARE ON DISPLAY. CARETAKING INCLUDES FEEDING OF THE HIGHEST QUALITY SUSTAINABLE SEAFOOD AVAILABLE, MONITORING WATER QUALITY AND ALL LIFE SUPPORT SYSTEMS, MEDICAL EXAMS AND ROUTINE PROCEDURES, AND PROVIDING PROPER EXHIBIT AND BEHIND THE SCENES SPACE AVAILABLE TO THE ANIMALS.GUEST SERVICES - RESPONSIBLE FOR ALL GUEST INTERACTIONS EXCEPT FOR EDUCATION AND INTERPRETATION. COLLECT FUNDS FROM ON-SITE VISITORS, ENSURE SAFETY AND CLEANLINESS OF THE FACILITYRETAIL OPERATIONS - CREATE OR RESEARCH PRODUCTS FOR SALE THAT REFLECT THE PUBLIC'S DIRECT EXPERIENCE IN THE AQUARIUM, INCLUDING ORIGINAL BOOKS INTERPRETING THE VISITOR EXPERIENCE, AND MERCHANDISE TO EDUCATE AND REMIND THE VISITOR OF THEIR EXPERIENCES AT THE AQUARIUM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,455,839 | ExpenseAmt |
| Revenue | $544,099 | RevenueAmt |
| Desc | EDUCATION & CONSERVATION - THE EDUCATION DEPARTMENT OF THE AQUARIUM OF THE PACIFIC STRIVES TO IGNITE INTEREST IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) BY PROVIDING OPPORTUNITIES FOR PEOPLE OF ALL AGES, INTERESTS, AND BACKGROUNDS TO WONDER, EXPLORE, DISCOVER, AND LEARN. WE DO THIS THROUGH PROGRAMS ONSITE, ONLINE, AND IN THE COMMUNITY. IN 2023, THE DEPARTMENT REACHED APPROXIMATELY 143,000 PEOPLE.- 71.7% WERE WITH ONSITE PROGRAMS INCLUDING SCHOOL PROGRAMS, WHALE WATCHES, AND PUBLIC PROGRAMS.- 10.5% WERE THROUGH OUR VIRTUAL PROGRAMMING INCLUDING PAID VIRTUAL FIELD TRIPS AND FREE WEEKLY AQUARIUM ONLINE ACADEMY.- 17.8% WERE WITH ENGAGEMENTS OFFSITE IN THE COMMUNITY SUCH AS FESTIVALS AND RESOURCE FAIRS.THE AQUARIUM'S CONSERVATION WORK EXTENDS ACROSS THE INSTITUTION INCLUDING IN THE HUSBANDRY TEAMS, VETERINARY SERVICES, EDUCATION DEPARTMENT, AND VOLUNTEER SERVICES. IN 2023, THE AQUARIUM CONTINUED ITS MOUNTAIN YELLOW-LEGGED FROG PROGRAM BY RELEASING INDIVIDUALS TO THE WILD AND ITS SEA OTTER SURROGACY PROGRAM BY ACCEPTING SEVERAL RESCUED BABY SEA OTTERS. THE AQUARIUM EXPANDED CONSERVATION INITIATIVES ON SUNFLOWER SEA STARS INCLUDING PARTICIPATING IN A REPRODUCTION EVENT WITH REGIONAL PARTNERS AND CO-LEADING A NEWLY ESTABLISHED PROGRAM FOCUSING ON THE SPECIES UNDER THE ASSOCIATION FOR ZOOS AND AQUARIUMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $41,338,262 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 115 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 494 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TINA SARTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5629511635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 AQUARIUM WAY | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARK BERTRAND | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ART LEVITT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMANTHA ATTWOOD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN HOPPER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID CAMERON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ESTHER SM CHUI CHAO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE GINSBURG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH JONES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMUEL KING | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN OLSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK PAULLIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KURT SCHULZMAN | ||||||||
| BOARD MEMBER-CHAIR HR & CO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD TIP TIPPETT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN YOUNG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN ECKERT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER HAGLE | ||||||||
| BOARD MEMBER-BOARD SECRETA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RUSSELL T HILL | ||||||||
| BOARD MEMBER-CHAIR INVEST. | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS OTTO | ||||||||
| BOARD MEMBER-VICE CHAIR OF | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J SONDERMANN | ||||||||
| BOARD MEMBER-CHAIR FINANCE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS TURNEY | ||||||||
| BOARD MEMBER-CHAIR AUDIT C | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR PETER KAREIVA | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $420,167 | $0 | $66,219 | Yes (X) | ||
| STEPHANIE WEAR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE LESHNEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KARL PETTIJOHN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN FEO | ||||||||
| CHAIR OF BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHAWANTHA SAM LIMON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN MCBRIDE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CECILE FISHER | ||||||||
| VP OF MARKETING/CORPORATE SECRETARY | 40.00 | $238,532 | $0 | $27,866 | Yes (X) | |||
| TROY GRANDE | ||||||||
| COO/CFO | 40.00 | $351,849 | $0 | $63,305 | Yes (X) | |||
| RYAN ASHTON | ||||||||
| VP DEVELOPMENT | 40.00 | $216,421 | $0 | $32,846 | Yes (X) | |||
| KATHRYN NIRSCHL | ||||||||
| VP HUMAN RESOURCE | 40.00 | $229,352 | $0 | $46,095 | Yes (X) | |||
| JOHN ROUSE | ||||||||
| CHIEF OF AQUARIUM AND VISITOR OPERATIONS | 40.00 | $265,634 | $0 | $50,725 | Yes (X) | |||
| TINA SARTY | ||||||||
| CONTROLLER | 40.00 | $182,511 | $0 | $10,768 | Yes (X) | |||
| LANCE ADAMS | ||||||||
| VETERINARIAN | 40.00 | $137,634 | $0 | $43,494 | Yes (X) | |||
| BRETT LONG | ||||||||
| SR DIRECTOR OF BIRDS, AMPHIBIANS & MAMMALS | 40.00 | $135,028 | $0 | $25,686 | Yes (X) | |||
| DEREK BALSILLIE | ||||||||
| DIRECTOR OF AV & IT | 40.00 | $137,978 | $0 | $32,241 | Yes (X) | |||
| NATE JAROS | ||||||||
| SR DIRECTOR OF FISH & INVERTEBRATES | 40.00 | $130,599 | $0 | $41,436 | Yes (X) | |||
| JENNIE DEAN | ||||||||
| VP OF EDUCATION AND CONSERVATION | 40.00 | $129,313 | $0 | $44,240 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,575,018 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $484,921 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDIASPOT INC | |||||
| 1550 BAYSIDE DRIVE | CORONA DEL MAR | CA | 92625 | ADVERTISING | $2,020,484 |
| TG CONSTRUCTION INC | |||||
| 139 NEVADA STREE | EL SEGUNDO | CA | 90245 | GENERAL CONTRACTOR | $1,850,883 |
| SMG FOOD AND BEVERAGE LLC | |||||
| 300 E OCEAN | LONG BEACH | CA | 90802 | SPECIAL EVENT SERVICES | $566,385 |
| CEMROCK LANDSCAPES INC | |||||
| 4790 S JULIAN AVE | TUSCON | AZ | 85714 | EXHIBIT CONTRACTOR | $299,159 |
| SIEMENS INDUSTRY INC | |||||
| 6141 KATELLA AVE | CYPRESS | CA | 90630 | SUB CONTRACTOR | $239,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 52 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $225,892 | FundraisingAmt |
| Government Grants | $1,821,171 | GovernmentGrantsAmt |
| All Other Contributions | $3,430,883 | AllOtherContributionsAmt |
| Noncash Contributions | $100,951 | NoncashContributionsAmt |
| Total Contributions | $5,477,946 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 712130 | $37,158,209 | $37,158,209 |
| MEMBERSHIP FEES | 712130 | $6,272,307 | $6,272,307 |
| EDUCATIONAL PROGRAMS | 712130 | $544,099 | $544,099 |
| MISCELLANEOUS | 712130 | $25,189 | $25,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,999,804 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,035,482 | TotalRevenueColumnAmt |
| Exclusion | $1,035,482 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,624 | TotalRevenueColumnAmt |
| Exclusion | $234,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $360,558 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $225,892 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $159,293 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,265 | TotalRevenueColumnAmt |
| Exclusion | $201,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,839,760 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,314,010 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,525,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,525,750 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| FOOD SERVICE | 722320 | $857,378 | $589,820 | $267,558 |
| LORIKEET NECTAR | 712130 | $422,288 | $422,288 | |
| MISCELLANEOUS | 900099 | $192,503 | $192,503 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,570 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,536,739 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,011,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,794,735 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $267,558 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,471,371 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,168,992 | TotalAmt |
| Program Services | $506,578 | ProgramServicesAmt |
| Management And General | $514,425 | ManagementAndGeneralAmt |
| Fundraising | $147,989 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,686,057 | TotalAmt |
| Program Services | $17,208,329 | ProgramServicesAmt |
| Management And General | $1,317,416 | ManagementAndGeneralAmt |
| Fundraising | $1,160,312 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,134 | TotalAmt |
| Program Services | $820,885 | ProgramServicesAmt |
| Management And General | $136,336 | ManagementAndGeneralAmt |
| Fundraising | $46,913 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,349,718 | TotalAmt |
| Program Services | $2,741,537 | ProgramServicesAmt |
| Management And General | $460,871 | ManagementAndGeneralAmt |
| Fundraising | $147,310 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,484 | TotalAmt |
| Program Services | $1,146,517 | ProgramServicesAmt |
| Management And General | $162,121 | ManagementAndGeneralAmt |
| Fundraising | $75,846 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,414 | TotalAmt |
| Management And General | $36,414 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,138 | TotalAmt |
| Management And General | $115,138 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,524,413 | TotalAmt |
| Program Services | $2,213,268 | ProgramServicesAmt |
| Management And General | $1,010,208 | ManagementAndGeneralAmt |
| Fundraising | $300,937 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,314,370 | TotalAmt |
| Program Services | $2,305,120 | ProgramServicesAmt |
| Management And General | $982 | ManagementAndGeneralAmt |
| Fundraising | $8,268 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,593,592 | TotalAmt |
| Program Services | $3,065,683 | ProgramServicesAmt |
| Management And General | $255,215 | ManagementAndGeneralAmt |
| Fundraising | $272,694 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,656 | TotalAmt |
| Program Services | $639,450 | ProgramServicesAmt |
| Management And General | $112,665 | ManagementAndGeneralAmt |
| Fundraising | $41,541 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,605 | TotalAmt |
| Program Services | $37,605 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,869,079 | TotalAmt |
| Program Services | $3,561,123 | ProgramServicesAmt |
| Management And General | $191,735 | ManagementAndGeneralAmt |
| Fundraising | $116,221 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,684 | TotalAmt |
| Program Services | $191,626 | ProgramServicesAmt |
| Management And General | $58,357 | ManagementAndGeneralAmt |
| Fundraising | $10,701 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,012 | TotalAmt |
| Program Services | $35,960 | ProgramServicesAmt |
| Management And General | $14,992 | ManagementAndGeneralAmt |
| Fundraising | $3,060 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,917,428 | TotalAmt |
| Program Services | $3,267,508 | ProgramServicesAmt |
| Management And General | $1,639,114 | ManagementAndGeneralAmt |
| Fundraising | $10,806 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,255 | TotalAmt |
| Program Services | $600,721 | ProgramServicesAmt |
| Management And General | $21,495 | ManagementAndGeneralAmt |
| Fundraising | $2,039 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ASSET ADJUSTMENT | $760,417 | $557,126 | $161,231 | $42,060 |
| MAINTENANCE | $715,738 | $715,738 | ||
| PRINTING AND PUBLICATIO | $609,650 | $421,532 | $188,118 | |
| SALTWATER | $589,181 | $589,181 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,543 | TotalAmt |
| Program Services | $712,775 | ProgramServicesAmt |
| Management And General | $147,611 | ManagementAndGeneralAmt |
| Fundraising | $112,157 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,381,560 | TotalAmt |
| Program Services | $41,338,262 | ProgramServicesAmt |
| Management And General | $6,356,326 | ManagementAndGeneralAmt |
| Fundraising | $2,686,972 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,693,704 | BOYAmt |
| EOY | $9,438,070 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,782,007 | BOYAmt |
| EOY | $27,125,648 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,513 | BOYAmt |
| EOY | $515,785 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,245 | BOYAmt |
| EOY | $428,549 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,786 | BOYAmt |
| EOY | $689,014 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,070 | BOYAmt |
| EOY | $762,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $101,700,584 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,843,821 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,289,746 | BOYAmt |
| EOY | $50,856,763 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,477 | BOYAmt |
| EOY | $482,684 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,592,548 | BOYAmt |
| EOY | $90,299,018 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,832,413 | BOYAmt |
| EOY | $4,538,012 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,455,958 | BOYAmt |
| EOY | $4,303,572 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,477 | BOYAmt |
| EOY | $482,684 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,247,848 | BOYAmt |
| EOY | $9,324,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,903,560 | BOYAmt |
| EOY | $78,566,601 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,441,140 | BOYAmt |
| EOY | $2,408,149 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,344,700 | BOYAmt |
| EOY | $80,974,750 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,592,548 | BOYAmt |
| EOY | $90,299,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,630,050 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,616,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,034,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,130,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,717,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,477,946 | CurrentTaxYearAmt |
| Total | $50,976,614 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,973,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,724,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,946,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,541,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,794,735 | CurrentTaxYearAmt |
| Total | $176,980,350 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,590,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,758,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,077,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,258,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,272,681 | CurrentTaxYearAmt |
| Total | $227,956,964 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $509,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $644,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $528,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $560,237 | CurrentTaxYearAmt |
| Total | $2,526,628 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,830 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $509,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $644,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $528,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $560,237 | CurrentTaxYearAmt |
| Total | $2,526,628 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $225,430,336 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $319,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $288,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $327,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,270,106 | CurrentTaxYearAmt |
| Total | $2,382,244 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $319,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $288,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $327,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,270,106 | CurrentTaxYearAmt |
| Total | $2,382,244 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $143,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $9,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $201,265 | CurrentTaxYearAmt |
| Total | $353,936 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,909,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,190,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,253,237 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,595,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,744,052 | CurrentTaxYearAmt |
| Total | $230,693,144 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97730 | PublicSupportPY509Pct |
| Investment Income CY | 0.01030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00690 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $577,271 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,801 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $603,072 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $576,863 | BeginningYearBalanceAmt |
| Contributions | $1 | ContributionsAmt |
| Investment Earnings Or Losses | $407 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $577,271 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $527,924 | BeginningYearBalanceAmt |
| Contributions | $48,450 | ContributionsAmt |
| Investment Earnings Or Losses | $489 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $576,863 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $526,710 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,214 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $527,924 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $525,701 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,009 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $526,710 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90680 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09320 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,086,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,491,559 | DepreciationAmt |
| Book Value | $39,594,845 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,712 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,712 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,402,476 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,622,396 | DepreciationAmt |
| Book Value | $2,780,080 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,186,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,705,154 | DepreciationAmt |
| Book Value | $8,481,838 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,856,763 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $431,092 |
| FINANCE LEASE LIABILITIES | $51,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $482,684 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,484,913 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $3,473,303 | OtherRevenueAmt |
| Revenue Not Reported | $3,473,303 | RevenueNotReportedAmt |
| Revenue Subtotal | $57,011,610 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,011,610 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,854,863 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,473,303 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,473,303 | ExpensesNotReportedAmt |
| Expenses Subtotal | $50,381,560 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $50,381,560 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PRINCIPAL FROM ENDOWMENTS ARE SAVED IN PERPETUITY. A DESIGNATED PORTION OF THE INTEREST MAY BE SPENT EACH YEAR TO SUPPORT PROGRAMS THAT ALIGN WITH OUR MISSION OR TO FULFILL DONOR INTENT. THE AQUARIUM'S POLICY FOR DISTRIBUTION IS TO APPROPRIATE 80% OF THE NET RETURNS GENERATED OVER THE PREVIOUS 12 MONTHS. |
| PART X, LINE 2: | THE AQUARIUM IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE AQUARIUM IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS AND, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. THE AQUARIUM HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE AQUARIUM RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE AQUARIUM DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,314,010. SPECIAL EVENT EXPENSES 159,293. ROUNDING |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,314,010. SPECIAL EVENT EXPENSES 159,293. ROUNDING |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $586,450 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $225,892 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $360,558 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $83,531 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $75,762 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $586,450 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $225,892 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $360,558 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $83,531 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $75,762 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $159,293 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $201,265 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR PETER KAREIVA | ||||||||||||||
| PRESIDENT & CEO | $402,070 | $0 | $17,500 | $0 | $597 | $0 | $18,173 | $0 | $48,046 | $0 | $486,386 | $0 | $0 | $0 |
| TROY GRANDE | ||||||||||||||
| COO/CFO | $316,849 | $0 | $35,000 | $0 | $0 | $0 | $15,600 | $0 | $47,705 | $0 | $415,154 | $0 | $0 | $0 |
| JOHN ROUSE | ||||||||||||||
| CHIEF OF AQUARIUM AND VISITOR OPERAT | $265,029 | $0 | $0 | $0 | $605 | $0 | $11,924 | $0 | $38,801 | $0 | $316,359 | $0 | $0 | $0 |
| KATHRYN NIRSCHL | ||||||||||||||
| VP HUMAN RESOURCE | $228,857 | $0 | $0 | $0 | $495 | $0 | $5,508 | $0 | $40,587 | $0 | $275,447 | $0 | $0 | $0 |
| CECILE FISHER | ||||||||||||||
| VP OF MARKETING/CORPORATE SECRETARY | $238,065 | $0 | $0 | $0 | $467 | $0 | $10,088 | $0 | $17,778 | $0 | $266,398 | $0 | $0 | $0 |
| RYAN ASHTON | ||||||||||||||
| VP DEVELOPMENT | $215,875 | $0 | $0 | $0 | $546 | $0 | $9,826 | $0 | $23,020 | $0 | $249,267 | $0 | $0 | $0 |
| TINA SARTY | ||||||||||||||
| CONTROLLER | $181,914 | $0 | $0 | $0 | $597 | $0 | $8,360 | $0 | $2,408 | $0 | $193,279 | $0 | $0 | $0 |
| LANCE ADAMS | ||||||||||||||
| VETERINARIAN | $137,634 | $0 | $0 | $0 | $0 | $0 | $6,808 | $0 | $36,686 | $0 | $181,128 | $0 | $0 | $0 |
| JENNIE DEAN | ||||||||||||||
| VP OF EDUCATION AND CONSERVATION | $129,313 | $0 | $0 | $0 | $0 | $0 | $6,523 | $0 | $37,717 | $0 | $173,553 | $0 | $0 | $0 |
| NATE JAROS | ||||||||||||||
| SR DIRECTOR OF FISH & INVERTEBRATES | $130,599 | $0 | $0 | $0 | $0 | $0 | $6,487 | $0 | $34,949 | $0 | $172,035 | $0 | $0 | $0 |
| DEREK BALSILLIE | ||||||||||||||
| DIRECTOR OF AV & IT | $137,978 | $0 | $0 | $0 | $0 | $0 | $6,792 | $0 | $25,449 | $0 | $170,219 | $0 | $0 | $0 |
| BRETT LONG | ||||||||||||||
| SR DIRECTOR OF BIRDS, AMPHIBIANS & M | $135,028 | $0 | $0 | $0 | $0 | $0 | $6,482 | $0 | $19,204 | $0 | $160,714 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISC DONATED | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,951 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED FROM THE YEAR END AUDITED FINANCIAL STATEMENTS. DATA AND SCHEDULES FOR THE 990 ARE SUPPORTED BY THE GENERAL LEDGER AND SUBLEDGERS INCLUDING PAYROLL SYSTEM, W-2S AND PAYROLL REGISTERS, DONOR SUBLEDGER AND DONOR DATABASE. THIS INFORMATION IS CONVERTED INTO 990 WORKSHEETS BY THE CONTROLLER AND FORWARDED TO OUR TAX CONSULTANTS FOR INPUT ONTO THEIR SOFTWARE. ONCE COMPLETED, A DRAFT OF THE 990 IS FORWARDED TO THE CFO FOR REVIEW AND A COPY IS DISTRIBUTED TO AN EXECUTIVE TEAM FOR INPUT. QUESTIONS AND REVISIONS ARE RESOLVED BY THE CONTROLLER AND EXECUTIVE TEAM, AND THEN BACK TO THE TAX CONSULTANTS FOR FINAL PREPARATION. SINCE THE BOARD HAS DELEGATED THE REIVEW OF THE TAX RETURN TO THE AUDIT COMMITTEE, THE CFO SENDS A DRAFT DOCUMENT TO THE AUDIT COMMITTEE FOR THEIR DETAILED REVIEW. AFTER THE AUDIT COMMITTEE REVIEW AND INCORPORATION OF ANY CHANGES, THE PUBLIC INSPECTION COPY OF THE TAX RETURN IS MADE AVAILABLE TO THE BOARD OF DIRECTORS AT LARGE FOR THEIR REVIEW IN ADVANCE. IF THE AUDIT COMMITTEE OR OTHER BOARD MEMBERS HAVE ISSUES OR QUESTIONS, THE CFO AND CONTROLLER RESOLVE THOSE ISSUES OR QUESTIONS WITH TAX CONSULTANTS AND OTHER STAFF, AS REQUIRED, PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | 1) WE HAVE A CONFLICT OF INTEREST STATEMENT THAT ALL BOARD DIRECTORS AND EXECUTIVE STAFF ARE REQUIRED TO SIGN ANNUALLY; THE STATEMENTS ARE REVIEWED BY THE CFO. 2) WE HAVE A LIST OF PROFESSIONAL AND VOLUNTEER ASSOCIATIONS ON FILE FOR THE MAJORITY OF OUR BOARD DIRECTORS AND COMPARED AGAINST VENDOR & CONTRACT ACTIVITY REGULARLY THROUGHOUT THE YEAR. CEO, CFO AND CORPORATE SECRETARY MAINTAIN MAJOR CONTRACTS AND REVIEW THOSE GREATER THAN $10,000 AGAINST CONFLICT LIST. BOARD MEMBERS RECUSE THEMSELVES FROM VOTING ON CONTRACTS IN WHICH THEY HAVE A CONFLICT AND STAFF MEMBERS CAN NOT SIGN ON INVOICES TO COMPANIES TO WHICH THEY MAY HAVE A CONFLICT. ANY ACTUAL CONFLICTS ARE REVIEWED BY CEO, CFO, AND CORPORATE SECRETARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | 990, PART VI, LINE 15A THE SAME PROCESS FOR COMPENSATION DETERMINATION FOR THE CEO IS USED FOR THE POSITION OF CFO. THE FOLLOWING PROCESS IS UNDERTAKEN EVERY TWO YEARS. WE CONDUCT A BIANNUAL, INDEPENDENT EXECUTIVE COMPENSATION STUDY. OUR ESTABLISHED PHILOSOPHY INVOLVES SURVEYING THE SALARIES OF COMPARABLE POSITIONS IN PEER ORGANIZATIONS AND SETTING AND ADJUSTING SALARIES AND RANGES ACCORDING TO THE RESULTS OF THESE REGULAR MARKET SURVEYS. THE POSITIONS INCLUDED IN THE MOST RECENT EXECUTIVE COMPENSATION REVIEW CONDUCTED IN FALL 2023 FOR APPROVED COMPENSATIONS ARE: CEO; CFO; VICE PRESIDENT OPERATIONS; VICE PRESIDENT MARKETING; VICE PRESIDENT DEVELOPMENT; VICE PRESIDENT HUMAN RESOURCES; AND VICE PRESIDENT EDUCATION. THE NEXT COMPENSATION REVIEW WILL TAKE PLACE IN FALL 2025. THE SURVEY IS REVIEWED BY THE COMPENSATION COMMITTEE WHICH IS COMPRISED OF INDEPENDENT BOARD MEMBERS. THE COMPENSATION COMMITTEE PRESENTS THE FINDINGS TO THE WHOLE BOARD THAT APPROVES EXECUTIVE COMPENSATION PHILOSPHY IN GENERAL AND CEO/CFO SALARIES SPECIFICALLY. ALL APPROVALS ARE DOCUMENTED CONTEMPORANEOUSLY IN THE APPROPRIATE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS AND 990 ARE POSTED ON OUR WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.ORG. |
| 990, PART X, LINE 15: | THE BEGINNING AND END OF THE YEAR BALANCES IN THE RESTRICTED FACILITY FUNDS ACCOUNT ARE BEING REPORTED ON LINE 2 AS THEY CONSIST OF CASH AND CASH EQUIVALENTS THAT THE ORGANIZATION HAS CONTROL OVER. |