2023-08-14T14:00:13+00:00 2022-09-30 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2021-10-01 592807815 The Florida Aquarium Inc FLOR 8132734509 701 Channelside Drive Tampa FL 33602 kim casey cfo 8132734509 2023-08-14 true KIM CASEY 999009999 Gina Ardillo P01395893 9542028600 2021 2023-04-26 12:10:37Z Roger Germann 701 Channelside Drive Tampa FL 33602 41830935 false X www.flaquarium.org X 1986 FL The Florida Aquarium's mission is to entertain, educate and inspire stewardship about our natural environment. Our Vision is to Protect and Restore our Blue Planet. 34 33 327 700 0 0 14399082 7641299 19074555 23798629 0 7700 3321256 4162915 36794893 35610543 0 0 0 0 11303002 14119906 0 100635 1098711 9615071 13164875 20918073 27385416 15876820 8225127 42232591 45850482 8744644 4982820 33487947 40867662 The Florida Aquarium's mission focuses on our Shared Purpose of a commitment to save marine wildlife, with a Vision to be Florida's leading conservation-based Aquarium. It accomplishes this mission through hosting over 900,000 visitors annually at the Aquarium facility, and by presenting educational and community programs to the public, highlighting our Animal Ambassadors. Conservation projects focusing on Coral propagation and restoration, Sea Turtle rescue and rehabilitation, and Penguin conservation are also top priorities for the Aquarium. false false 10356768 0 22919957 Aquarium Visitation Admissions - With a keen focus on delivering world-class animal care to thousands of animals, The Florida Aquarium welcomes visitors (925,000 guests in 2022) to experience a wide variety of aquatic and terrestrial animals with the goal of building awareness and inspiring action for species and habitat conservation. For edutainment, guests will also explore complex ecosystems, engage with interactive and informational exhibits and search for wild dolphins in Tampa Bay. More than a must-see attraction, The Florida Aquarium is working to protect and restore our blue planet through conservation efforts that included ground-breaking research and rescue efforts that help restore Florida's coral and sea turtle populations. 8421651 0 32184 Conservation, Research and Animal Programs - The Florida Aquarium is dedicated to using a science-based, impact-driven approach to meet its Vision and Shared Purpose. With conservation being our foremost business focus we infuse our shared purpose throughout the Aquarium, from messaging, to sustainable business practices, to science, to action. We strategically focus on conservation initiatives that advance our Conservation Priorities, amplify our expertise, leverage and promote our partnerships, and maximize our ability to serve as Florida's leading conservation-based aquarium. We incorporate conservation messaging and action opportunities to connect our audiences to marine wildlife, expand their awareness of the Aquarium's conservation commitments and efforts, cultivate their understanding that they too can take impactful steps to help build a positive future, and provide opportunities to increase their conservation action engagement. The Florida Aquarium has identified four Conservation Priorities: * Safeguarding Imperiled Wildlife * Generating Healthy Habitats * Reducing Single-Use Plastic Consumption and Pollution * Advancing Sustainable Business Operations. Within these Priorities, we maintain a portfolio of Conservation Projects and Programs, such as our Coral Propagation and Restoration Program and Sea Turtle Conservation Program. 2201910 0 846488 Education and Community Programs - The Florida Aquarium's learning center provides technology-rich spaces for innovative learning opportunities, including camps, field trips, and on-site programs for learners of all ages. Our outreach programs bring hands-on environmental science learning experiences into a variety of community spaces. We impact even more students through our professional development workshops for teachers and virtual class programming. In 2022, over 59,000 participated in the Aquarium's learning programs. Over the course of the Florida Aquarium's history, over 1.8 million people have benefited from its science education programs. Aqua Camps, educational day camps offered during school holidays and summer break each year, consistently sell out due to community demand and serve over 1,000 students each year. The Florida Aquarium's educators also travel up to 75 miles to provide in-person outreach programs in community spaces. Finally, our educators like to have fun with our guests too through sleepovers, birthday parties, animal encounters, and visits from Aquarium mascots, Tango and Rocky. 20980329 true true false true false false false false true true false false false false true false true false false false false false true false false false false false true false false false false false false true false true false false false false true true false false false true 47 0 true 327 true false false false false false false false false false false false false X 34 33 false false true false false true false true true false false true true true true true true true true false FL GA AL KS MD MA MI MN NH NJ NM NY NC OR RI SC UT VT X X KIMBERLY CASEY 8132734509 701 CHANNELSIDE DRIVE TAMPA FL 33602 Douglas Brigman Treasurer 5.0 0.0 X X 0 0 0 Kimberly Bruce Board Chair 10.0 1.0 X X 0 0 0 Tyler Hill Secretary 5.0 1.0 X X 0 0 0 Andrea Gonzmart Williams Board Member 3.0 0.0 X 0 0 0 Charlie Miranda Board Member 3.0 0.0 X 0 0 0 Charlotte Brittain Conservation Committee Chair 5.0 0.0 X 0 0 0 Dale Hoffman Animal Collections Committee Chair 5.0 0.0 X 0 0 0 Dan Borasch Immediate Past Chair 5.0 0.0 X 0 0 0 David Bevirt Board Member 3.0 0.0 X 0 0 0 Dennis Rogero Board Member 3.0 0.0 X 0 0 0 Doreen Caudell Board Member 3.0 0.0 X 0 0 0 Douglas Montgomery Board Member 3.0 0.0 X 0 0 0 Eric Weisberg Board Member 3.0 0.0 X 0 0 0 Felicia Harvey Learning Committee Chair 5.0 0.0 X 0 0 0 G Robert Blanchard Board Member 3.0 0.0 X 0 0 0 Jay Miller Board Member 3.0 0.0 X 0 0 0 Jim Weiss Governance Committee Chair 5.0 0.0 X 0 0 0 Jody Haneke Board Member 3.0 0.0 X 0 0 0 John Couris Compensation Committee Chair 5.0 0.0 X 0 0 0 Kristin Greco Board Member 3.0 0.0 X 0 0 0 Lakshmi Shenoy Marketing & Guest Experience Committee Chair 5.0 0.0 X 0 0 0 Larry Plank Board Member 3.0 0.0 X 0 0 0 Lauren Fernandez Board Member 3.0 0.0 X 0 0 0 Marcus Greene Board Member 3.0 0.0 X 0 0 0 Mariella Smith Board Member 3.0 0.0 X 0 0 0 Matthew Blair Audit Committee Chair 5.0 0.0 X 0 0 0 Paul Anderson Board Member 3.0 0.0 X 0 0 0 Reginald Goins Board Member 3.0 1.0 X 0 0 0 Rep Jackie Toledo Board Member 3.0 0.0 X 0 0 0 Santiago Corrada Board Member 3.0 0.0 X 0 0 0 Sen Janet Cruz Board Member 3.0 0.0 X 0 0 0 Tom Hernandez Board Member 3.0 0.0 X 0 0 0 Tom Mosey Board Member 3.0 0.0 X 0 0 0 Veronica Cintron Board Member 3.0 0.0 X 0 0 0 Andy Wood COO 40.0 0.0 X 262038 0 25584 Kimberly Casey CFO 40.0 1.0 X 251552 0 15297 Roger Germann President/CEO 40.0 0.0 X 421155 0 23896 Tim Binder Sr VP of Animal Care & Health 40.0 0.0 X 199949 0 25096 Debborah Luke Sr. VP of Conservation 40.0 0.0 X 192268 0 8896 Deborah Stone Sr. VP of Engagement & Learning 40.0 0.0 X 154667 0 23897 Kara Wagner CDO 40.0 0.0 X 235069 0 25608 Kelly Curington Sr. VP of Human Resources 40.0 0.0 X 160780 0 9456 1877478 0 157730 8 false true false Manhattan Construction Company 5840 West Cypress St Suite A Tampa FL 33607 Construction Services 349094 Alpha Omega Communications LLC 1718 Independence Blvd Sarasota FL 34234 Construction Services 301255 Allied Universal Security Services PO Box 828854 Philadelphia PA 191828854 Security Services 276028 All Covered Inc PO Box 39000 San Francisco CA 94139 IT Managed Services 272448 Dunn & Co Inc 202 South 22nd Street Tampa FL 33605 Advertising Services 241893 6 0 0 0 0 5279465 2361834 34425 7641299 Aquarium Visitation Admissions 712130 22919957 22919957 0 0 Education and Community Programs 712130 846488 846488 0 0 Conservation and Animal Programs 712130 32184 32184 0 0 0 0 0 0 0 0 0 0 0 0 0 0 23798629 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7700 0 0 7700 7700 0 0 7700 0 0 0 0 0 0 0 0 0 0 0 0 9243200 6220392 3022808 0 0 3022808 Concession Income 722514 3735 0 0 3735 Parking Lot Revenue 812930 969889 0 0 969889 Photo Operations Income 541921 136238 136238 30245 0 0 30245 1140107 35610543 23798629 0 4170615 0 0 0 0 0 0 0 0 1175456 484206 691250 0 37911 37911 0 0 10704351 8791878 1298496 613977 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2996914 14399082 7641299 28917176 15542863 17036865 10578668 19074555 23798629 86031580 6367588 7041325 3740274 6292816 9243200 32685203 0 0 23936233 25932289 17315856 39766453 40683128 147633959 148573 198298 337703 158321 79045 921940 0 0 0 0 0 0 148573 198298 337703 158321 79045 921940 146712019 37158 37158 7948 0 0 82264 0 37158 37158 7948 0 0 82264 0 972191 1066385 719372 1193533 1140107 5091588 24945582 27035832 18043176 40959986 41823235 152807811 0.9601 0.9525 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - PARKING LOT REVENUE, COLUMN A - 653943.0, COLUMN B - 694868.0, COLUMN C - 478469.0, COLUMN D - 1019359.0, COLUMN E - 969889.0, COLUMN F - 3816528.0; DESCRIPTION - CONCESSION INCOME, COLUMN A - 91677.0, COLUMN B - 102141.0, COLUMN C - 49064.0, COLUMN D - 106534.0, COLUMN E - 3735.0, COLUMN F - 353151.0; DESCRIPTION - PHOTO OPERATIONS INCOME, COLUMN A - 212107.0, COLUMN B - 201876.0, COLUMN C - 182515.0, COLUMN D - 46133.0, COLUMN E - 136238.0, COLUMN F - 778869.0; DESCRIPTION - PROCEEDS FROM SETTLEMENT AGREEMENT, COLUMN A - 0.0, COLUMN B - 47886.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 47886.0; DESCRIPTION - OTHER INCOME, COLUMN A - 14464.0, COLUMN B - 19614.0, COLUMN C - 9324.0, COLUMN D - 21507.0, COLUMN E - 30245.0, COLUMN F - 95154.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 803 803 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The Florida Aquarium, Inc. pays dues to various trade organizations. Some of these trade organizations use a portion of the dues for lobbying expenditures. 1443666 0 -210937 0 0 0 1232729 1136870 0 306796 0 0 0 1443666 1012020 0 124850 0 0 0 1136870 977131 0 34889 0 0 0 1012020 854358 0 122773 0 0 0 977131 0.0 0.26 0.74 true true true 0 0 0 0 0 0 0 0 30062199 10166746 19895453 0 3303763 3017922 285841 0 1245796 1155894 89902 20271196 Paycheck Protection Program Payable 0 X Schedule D, Part V, Line 4 Intended uses of endowment funds It is the Aquarium's intention to grow these endowment funds in order to provide long-term financial stability for the Aquarium. Earnings from the Aquarium's endowment are currently being left in the endowment fund to help grow the corpus. As the endowment funds get larger, earnings will be released to help cover the annual costs of the Aquarium facility's preventative maintenance program to ensure that the Aquarium's living collection maintains the highest standards of health and safety protocols. Endowment earnings would also be used to promote and expand the Aquarium's conservation, education, and research efforts. Endowment funds are currently being held by The Florida Aquarium and The Florida Aquarium Foundation, Inc. as well as the Community Foundation. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Florida Aquarium, Inc. and Foundation are recognized by the Internal Revenue Service (IRS) as tax-exempt organizations under Section 501(c)(3) of the IRC. Income earned in furtherance of these entities' tax-exempt purposes is exempt from federal and state income taxes. As such, no provision for income tax expense has been made in the accompanying consolidated financial statements. The Aquarium has adopted the accounting standard on accounting for uncertainty in income taxes. Management assessed whether there were any uncertain tax positions which may give rise to income tax liabilities and determined that there were no such matters requiring recognition in the accompanying consolidated financial statements. Generally, the Aquarium is no longer subject to U.S. federal or state income tax examinations by tax authorities for years before September 30, 2019. X X X X X true Gabriel Group dba Membership Consultants 3190 Rider Trail South Earth City MO 63045 2021 Year End Direct Mail Postcard campaign false 146124 14340 131784 Relevant Strategies and Solutions 230 Kings Highway East 298 Haddonfield NJ 08033 Fundraising market analysis false 0 38599 -38599 Grenzebach Glier & Associates Inc 200 S Michigan Ave Suite 2100 Chicago IL 60604 Capital Campaign Operational Planning false 0 47696 -47696 146124 100635 45489 CO FL GA AL KS LA ME AK MD MA MI MN MO NV NH NJ NM NY NC ND OH OR RI SC UT VA WA X X X false false false false false false false true false Roger Germann President/CEO 302396 0 118753 0 6 0 1495 0 22401 0 445051 0 0 0 Andy Wood COO 195759 0 66266 0 13 0 1867 0 23717 0 287622 0 0 0 Kimberly Casey CFO 192242 0 59310 0 0 0 1468 0 13829 0 266849 0 0 0 Tim Binder Sr VP of Animal Care & Health 160036 0 37529 0 2384 0 693 0 24403 0 225045 0 0 0 Debborah Luke Sr. VP of Conservation 158121 0 33887 0 260 0 1177 0 7719 0 201164 0 0 0 Kara Wagner CDO 177725 0 57229 0 115 0 1441 0 24167 0 260677 0 0 0 Deborah Stone Sr. VP of Engagement & Learning 126358 0 27910 0 399 0 1243 0 22654 0 178564 0 0 0 Kelly Curington Sr. VP of Human Resources 132324 0 28255 0 201 0 1212 0 8244 0 170236 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments Each employee's bonus is based on the achievement of both organizational and individual goals. Organizational goals must be met before any employee is eligible for a bonus. If organizational goals are met, then the performance of each employee is assessed at the individual level to determine if the employee qualifies for a bonus. If the employee's performance qualifies them for a bonus, then a bonus is awarded at a pre-determined percentage based on the employee's job title level. These percentages are approved annually by the Compensation Committee. Madison Weiss Daughter of Jim Weiss, Governance Committee Chair of the board 37911 employee compensation for services rendered to the organization false X Cold Laser Veterinary Equipment 1 22000 Market value X FMV in excess of consideration paid for 5 electric golf carts 1 12425 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - Cold Laser Veterinary Equipment - Number of items received Other - FMV in excess of consideration paid for 5 electric golf carts - number of contributions Form 990, Part VI, Line 1a Delegate broad authority to a committee Pursuant to Article VI, Section 2 of the organization's Bylaws, the Executive Committee acts on behalf of the Board between Board meetings and when the Board is not able to meet. The Executive Committee's role is to identify significant issues to come before the full Board for discussion and/or decision-making, contribute to the development of the Board meeting agenda, lead the Board in review and approval of long-term goals, annual and strategic plans, and policies and procedures as proposed by the Chief Executive Officer or other officers of the corporation or other committees, and provide support and guidance to the Chief Executive Officer and the officers of the corporation. The Executive Committee shall have and may exercise to the extent provided by resolution of the Board such powers of the Board as can be lawfully delegated by the Board, but the Board holds ultimate authority and responsibility for the governance of the corporation. All Executive Committee members are also members of the organization's governing body. Form 990, Part VI, Line 4 Significant changes to organizational documents The organization's Bylaws were amended in June 2022 to: 1) Change the minimum number of board members from three to nine; 2) Change the term limit for board members from one year to three years; and 3) Change the definition of "quorum" from one-third of the number of current board members to a majority of current board members. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The City of Tampa, owner of the Aquarium's building and land, has engaged The Florida Aquarium, Inc. to operate and manage the facilities on their behalf. As a condition of this Management Agreement, the City of Tampa is allowed to appoint 1 member to the Aquarium's Board of Directors, Executive Committee, and Finance Committee; and the City Council is allowed to appoint 1 member to the Aquarium's Board of Directors. Form 990, Part VI, Line 11b Review of form 990 by governing body A copy of the Form 990 was reviewed in detail by the CFO, the President/CEO, and the Audit Committee of the Board of Directors, and was also made available to each voting member of the organization's governing body prior to being filed. Form 990, Part VI, Line 12c Conflict of interest policy Annually, the Conflict of Interest policy and Questionnaire are distributed to all Officers, Board members, and Interested Parties. The Aquarium's President/CEO and CFO are responsible for collecting and tracking responses. Any potential conflicts are communicated to the Board Chair for analysis. One of the Aquarium's values focuses on transparency and openness. Any potential conflicts are openly discussed and resolved. Board members with potential conflicts will excuse themselves from deliberations and decisions that may be potential conflicts. The Aquarium's contract with the City of Tampa also requires an annual disclosure of compliance with the City's Non-Profit Ethics Ordinance. This ordinance requires that a conflict of interest policy be adopted. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Aquarium's Compensation Committee of the Board of Directors establishes, reviews, and approves, on an ongoing basis, the compensation amount of the President/CEO. Members with conflicts of interest do not participate in discussions. Comparability data such as compensation surveys, from the AZA (Association of Zoos and Aquariums), Mercer, Abb/Langer, WCEA, PRM, and the local Tampa Bay region and competitors are used to determine reasonableness of compensation level. The deliberations are recorded in the committee minutes. The Compensation Committee reports its activities to the Board. This process is undertaken annually, including fiscal year 2022. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Chief Financial Officer, the Chief Operating Officer, the Chief Development Officer, and the Sr. VP of HR directly report to the President/CEO. The President/CEO performs performance evaluations with each of these members. The President then recommends compensation to the Aquarium's Compensation Committee for review and approval. The Compensation Committee utilizes comparability data such as independent salary surveys to determine reasonableness of the recommended salary levels. The deliberations are recorded in the committee minutes. The Compensation Committee reports its activities to the Board. This process is undertaken annually, including fiscal year 2022. Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy, and financial statements are made available to the public upon request. Once a request is made, the document or documents are either scanned and e-mailed or faxed to the requesting party. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Miscellaneous - Total Revenue: 30245, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 30245; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Value in Beneficial Interest in Assets Held by The Community Foundation - -21205; Contract Termination Fee - -665000; The Florida Aquarium Foundation Inc 701 Channelside Drive Tampa FL 33602 593406946 Supporting Organization FL 501(c)(3) Type I The Florida Aquarium Inc true false false false false false false false false false false false false false true true false false false false