SHEDD AQUARIUM SOCIETY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHEDD AQUARIUM SOCIETY (EIN 36-2167918)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-18
- IRS object ID
- 202302919349300125
- Schema version
- 2022v5.0
- 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 K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-18T08:48:02-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEDD AQUARIUM SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHED | BusinessNameControlTxt |
| Phone | 3126923114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH DUSABLE LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY GORDON | PersonNm |
| Person Title | CHIEF FINANCIAL &ADMIN OFFICER | PersonTitleTxt |
| Phone | 3126923114 | PhoneNum |
| Signature | 2023-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | GORDON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LU ANN TRAPP | PreparerPersonNm |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2023-10-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIDGET C COUGHLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH DUSABLE LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $106,584,233 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHEDDAQUARIUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE SHEDD AQUARIUM SOCIETY OPERATES A PUBLIC AQUARIUM TO ENCOURAGE (CONT. ON SCHEDULE O) THE CONNECTION BETWEEN ANIMALS AND GUESTS THROUGH EXHIBITS AND EDUCATION PROGRAMS WITH THE GOAL OF PROMOTING AQUATIC CONSERVATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 545 | TotalEmployeeCnt |
| Total Volunteers | 344 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $70,058,373 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,254,780 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,583,626 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,131,800 | CYProgramServiceRevenueAmt |
| PY Investment Income | $78,892,125 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,086,197 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,050,870 | PYOtherRevenueAmt |
| CY Other Revenue | $2,447,522 | CYOtherRevenueAmt |
| PY Total Revenue | $182,584,994 | PYTotalRevenueAmt |
| CY Total Revenue | $94,920,299 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,050 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,929 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,268,988 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,060,027 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $205,993 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $206,396 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,964,898 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,318,794 | PYOtherExpensesAmt |
| CY Other Expenses | $27,316,160 | CYOtherExpensesAmt |
| PY Total Expenses | $55,798,825 | PYTotalExpensesAmt |
| CY Total Expenses | $57,622,512 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $126,786,169 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,297,787 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $579,063,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $628,183,114 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,474,685 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,228,182 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $554,588,947 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $539,954,932 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHEDD AQUARIUM'S MISSION IS TO SPARK COMPASSION, CURIOSITY AND CONSERVATION FOR THE AQUATIC ANIMAL. THIS IS DRIVEN BY THE ORGANIZATION'S VISION OF A WORLD THRIVING WITH AQUATIC LIFE SUSTAINED BY PEOPLE WHO LOVE, UNDERSTAND AND PROTECT IT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,429,193 | ExpenseAmt |
| Revenue | $41,589,809 | RevenueAmt |
| Desc | CONSERVATION EDUCATION: SINCE SHEDD AQUARIUM OPENED OUR DOORS IN 1930, SHEDD HAS PROVIDED MORE THAN 119 MILLION GUESTS THE OPPORTUNITY TO LOOK NATURE IN THE EYE THROUGH MEMORABLE EXPERIENCES, WHILE PROVIDING OPPORTUNITIES TO LEARN ABOUT THE ANIMALS IN OUR CARE, AND BECOME INSPIRED TO MAKE PERSONAL CHOICES THAT DRIVE ACTION FOR ANIMALS. SHEDD KNOWS THAT WHEN PEOPLE EXPERIENCE AQUATIC ANIMALS UP CLOSE, IT MOTIVATES AN EMOTIONAL, EMPATHETIC RESPONSE THAT SHIFTS ATTITUDES AND FOSTERS A PERSONAL RESPONSIBILITY FOR STEWARDSHIP OF LOCAL WATERS, GLOBAL OCEANS, AND WILDLIFE. SHEDD IS COMMITTED TO BEING ONE OF CHICAGO'S MOST ACCESSIBLE CULTURAL INSTITUTIONS, OFFERING ILLINOIS RESIDENT FREE DAYS THROUGHOUT THE YEAR, FREE ADMISSION EVERY DAY AS THE NATION'S FIRST AQUARIUM TO JOIN THE MUSEUMS (CONTINUED ON SCHEDULE O) FOR ALL PROGRAM, AN EVERYDAY DISCOUNT FOR CHICAGO RESIDENTS, STUDENTS AND SENIOR CITIZENS, AND FREE ADMISSION FOR TEACHERS, POLICE AND FIRE PERSONNEL, AND ACTIVE-DUTY MILITARY. INSIDE THE AQUARIUM WALLS, A SUITE OF IMPACTFUL GUEST ENGAGEMENTS, INCLUDING LIVING EXHIBITS AND EXTRAORDINARY EXPERIENCES BEHIND THE SCENES, CREATE MEMORABLE CONNECTIONS TO ANIMALS, WHILE MILLIONS OF ADDITIONAL LEARNERS WORLDWIDE MAKE VIRTUAL CONNECTIONS THROUGH SHEDD'S EDUCATIONAL ONLINE PLATFORMS. THE AQUARIUM ALSO SHARES SHEDD'S MISSION BY TELLING ACCESSIBLE, MEANINGFUL STORIES WITH THE PUBLIC THROUGH PUBLIC RELATIONS AND MARKETING EFFORTS DEVELOPED THROUGH THE INTEGRATION OF CONSERVATION, LEARNING PROGRAMS, ANIMAL CARE AND GUEST EXPERIENCE. AS A PROACTIVE LEADER AND RESOURCE FOR IMMERSIVE INFORMAL SCIENCE EDUCATION OPPORTUNITIES, SHEDD OFFERS PROGRESSIVE, RELEVANT AND ENGAGING PROGRAMS INCLUDING AFTERSCHOOL PROGRAMS, LABS AND WORKSHOPS, AND WEEKLONG CITIZEN SCIENCE PROGRAMS FOR TEENS IN THE GREAT LAKES AND ABOARD ITS RESEARCH VESSEL, THE CORAL REEF II IN FLORIDA AND THE BAHAMAS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,982,733 | ExpenseAmt |
| Desc | ANIMAL CARE: SHEDD AQUARIUM IS HOME TO ONE OF THE WORLD'S LARGEST AND MOST DIVERSE AQUATIC COLLECTIONS OVER 23,000 REPRESENTING ABOUT 1,200 SPECIES. A GLOBAL LEADER IN ANIMAL CARE, SHEDD'S TRAINING AND HUSBANDRY PROGRAMS SUPPORT ONSITE RESEARCH EFFORTS THAT CONTRIBUTE TO THE GROWING SCIENTIFIC BODY OF KNOWLEDGE ABOUT THOSE SPECIES IN THE WILD. ADDITIONALLY, SHEDD'S VETERINARIANS ARE AQUATIC MEDICINE PIONEERS WHO ARE ADVANCING THE FIELDS OF PREVENTATIVE MEDICINE, AGING CARE, AND CONSERVATION MEDICINE WHILE PROVIDING WORLD-CLASS MEDICAL CARE THAT FURTHER EXPANDS UNDERSTANDING OF HOW TO SUPPORT HEALTHY ANIMAL POPULATIONS IN AQUARIUMS AND IN THE WILD. SHEDD'S ANIMAL CARE EXPERTISE ALSO LENDS ITSELF TO CRISIS RESPONSE AROUND THE WORLD. OUR ANIMAL RESPONSE TEAM FREQUENTLY ACTS AS A PARTNER (CONTINUED ON SCHEDULE O) AND ADVISOR TO INTERNATIONAL, FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES, RESCUE AND REHABILITATION ORGANIZATIONS, AND FELLOW ACCREDITED ZOOS AND AQUARIUMS FOR CONFISCATED, ORPHANED, OR INJURED WILDLIFE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,775,451 | ExpenseAmt |
| Grant | $39,929 | GrantAmt |
| Desc | CONSERVATION SCIENCE AND RESEARCH: SHEDD IS LOCATED IN CHICAGO, BUT ITS RESEARCH IS WORLDWIDE. ITS HUSBANDRY, VETERINARY, AND CONSERVATION PROGRAMS ARE GROUNDED IN RESEARCH THAT SUPPORTS HEALTHY ANIMALS AT SHEDD AND VIBRANT WILD POPULATIONS AROUND THE WORLD. SHEDD'S CONSERVATION RESEARCH PROGRAMS WORK TO MAXIMIZE BIODIVERSITY WHILE PRESERVING LOCAL LIVELIHOODS, AND FIELD RESEARCHERS OFTEN WORK SIDE-BY-SIDE WITH CITIZEN SCIENTISTS TO CONSERVE WILDLIFE AND HABITATS FOR FUTURE GENERATIONS. THE AQUARIUM'S WORK INCLUDES MORE THAN TWO DECADES OF RESEARCH ON BAHAMIAN ROCK IGUANAS, ONE OF THE WORLD'S MOST CRITICALLY ENDANGERED LIZARDS, AS WELL AS STUDIES OF QUEEN CONCH, LOBSTER, SHARKS, AND CORALS. CLOSER TO HOME, SHEDD'S GREAT LAKES RESEARCH FOCUSES ON HIGH PRIORITY WILDLIFE (CONTINUED ON SCHEDULE O) AND HABITAT CONSERVATION ISSUES; THE AQUARIUM'S APPLIED STUDIES SUPPORT LOCAL AND REGIONAL AGENCIES IN DEVELOPING SOUND MANAGEMENT PLANS THAT CAN PROTECT THIS TREASURED NATIONAL RESOURCE. ONSITE, SHEDD'S STATE-OF-THE-ART FACILITIES AND ANIMAL CARE EXPERTS SERVE AS RESOURCES FOR RESEARCH PARTNERS IN CHICAGO AND AROUND THE UNITED STATES. ONSITE RESEARCH PROVIDES VALUABLE BIOLOGICAL AND BEHAVIORAL INFORMATION THAT INFORMS UNDERSTANDING OF SPECIES WHICH ARE NEARLY IMPOSSIBLE TO STUDY IN THE WILD. IN ADDITION TO SHARING WHAT IT LEARNS WITH THE SCIENTIFIC COMMUNITY, SHEDD'S ONSITE WORK ALSO CONTRIBUTES TO ITS OWN FIELD RESEARCH, SUCH AS HEALTH ASSESSMENTS OF WILD BELUGA WHALES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,187,377 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 545 | 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 | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY GORDON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126922727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTH DUSABLE LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BRIDGET COUGHLIN PHD | |||||||||
| PRESIDENT/CEO | 45.00 | 0.00 | Yes (X) | Yes (X) | $705,457 | $0 | $146,933 | ||
| BRIAN A KENNEY | |||||||||
| CHAIRMAN OF BOARD (THRU MAY 2022) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID J KOO | |||||||||
| CHAIRMAN OF BOARD(STARTING MAY 2022) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH S BRAIK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY L BURKE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL J CARBONE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J CHASE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNELL CLUBB | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH HARTIGAN CONNELLY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L EPSTEIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD E ERWIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TYRONE C FAHNER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID FOULKES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH N GARVEY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| H JOHN GILBERTSON JR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENT GLEDHILL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDERS GUSTAFSSON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACIE HAAS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAVIN HATTERSLEY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HESSELMANN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HOLMES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT JORDAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD L KEYSER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS N KING | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE E KREBS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY KRULEWITCH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATIE LAWLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA M LIVINGSTON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT LYONS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY L MILLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN E MORRISON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW NOCELLA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN L O'CONNOR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GINEVRA REED RALPH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ZALDWAYNAKA SCOTT | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY S SEARLE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD A SEMPLE JR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY SIMIOS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA L SIMON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX SINGLA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY SEHNERT SMITH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACY SOUDER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE ST CLAIR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK STAINTON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD TOBIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE L WARNER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE WELLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY WRIGHT | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY GORDON | |||||||||
| CFO/TREASURER/SECRETARY | 45.00 | 0.00 | Yes (X) | $313,987 | $0 | $32,437 | |||
| REGINA RODRIGUEZ | |||||||||
| CHIEF DEVELOPMENT OFFICER | 45.00 | 0.00 | $338,945 | $0 | $37,169 | Yes (X) | |||
| MEGHAN CURRAN | |||||||||
| CHIEF MARKETING AND EXPERIENCE OFFICER | 45.00 | 0.00 | $305,485 | $0 | $46,389 | Yes (X) | |||
| PEGGY SLOAN | |||||||||
| CHIEF ANIMAL CONSERVATION OFFICER | 45.00 | 0.00 | $230,487 | $0 | $27,092 | Yes (X) | |||
| NANCY ANSCHEL | |||||||||
| SVP, HUMAN RESOURCES | 45.00 | 0.00 | $223,703 | $0 | $35,906 | Yes (X) | |||
| ROBERT WENGEL | |||||||||
| SVP, FACILITIES AND SECURITY | 45.00 | 0.00 | $222,293 | $0 | $26,024 | Yes (X) | |||
| SARAH HEZEL | |||||||||
| VP, DESIGN & EXHIBITS | 45.00 | 0.00 | $194,177 | $0 | $34,261 | Yes (X) | |||
| CATHERINE CASEY | |||||||||
| VICE PRESIDENT & GENERAL COUNSEL | 45.00 | 0.00 | $204,213 | $0 | $18,232 | Yes (X) | |||
| DANIELLE DUMERER | |||||||||
| VP, TECHNOLOGY AND INFORMATION SECURITY | 45.00 | 0.00 | $187,177 | $0 | $32,772 | Yes (X) | |||
| KELLY MCLAUGHLIN-KENNEDY | |||||||||
| VP, PHILANTHROPIC & STRATEGIC INITIATIVES | 45.00 | 0.00 | $195,972 | $0 | $25,239 | Yes (X) | |||
| ANDREA RODGERS | |||||||||
| SVP, EXTERNAL AFFAIRS & MARKETING | 45.00 | 0.00 | $185,815 | $0 | $31,459 | Yes (X) | |||
| CHARLES KNAPP | |||||||||
| VP, CONSERVATION RESEARCH | 45.00 | 0.00 | $168,769 | $0 | $37,988 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,476,480 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $531,901 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 38 | 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 |
|---|---|---|---|---|---|
| VALERIO DEWALT TRAIN ASSOCIATES INC | |||||
| 500 NORTH DEARBORN 9TH FLOOR | CHICAGO | IL | 60654 | ARCHITECTURAL DESIGN CONSULTANT | $4,066,460 |
| MONTERREY SECURITY CONSULTANT | |||||
| 2232 S BLUE ISLAND AVENUE | CHICAGO | IL | 60608 | SECURITY | $1,244,102 |
| TWO BY FOUR | |||||
| 10 N DEARBORN SUITE 1000 | CHICAGO | IL | 60602 | ADVERTISING | $1,151,835 |
| EDWARDS ENGINEERING | |||||
| 1000 TOUHY AVE | ELK GROVE VILLAGE | IL | 60007 | CONSTRUCTION | $1,071,237 |
| THINC DESIGN | |||||
| 14 WALL STREET 20TH FLOOR | NEW YORK | NY | 60616 | DESIGN SERVICES | $1,015,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $6,259,532 | MembershipDuesAmt |
| Fundraising | $1,930,873 | FundraisingAmt |
| Government Grants | $4,569,364 | GovernmentGrantsAmt |
| All Other Contributions | $26,495,011 | AllOtherContributionsAmt |
| Noncash Contributions | $4,408,168 | NoncashContributionsAmt |
| Total Contributions | $39,254,780 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMISSIONS | 900099 | $39,713,796 | $39,713,796 | |
| EDUCATIONAL PROGRAMS | 900099 | $1,252,041 | $1,252,041 | |
| FOOD SERVICE | 722210 | $1,166,247 | $1,166,247 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $999,716 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $623,972 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $375,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,131,800 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,991,208 | TotalRevenueColumnAmt |
| Exclusion | $4,991,208 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,396,992 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $353,271 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,043,721 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,043,721 | TotalRevenueColumnAmt |
| Exclusion | $3,043,721 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,634,156 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,539,167 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,094,989 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,094,989 | TotalRevenueColumnAmt |
| Exclusion | $5,094,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $129,338 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,930,873 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $771,496 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$642,158 | TotalRevenueColumnAmt |
| Exclusion | -$642,158 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $45,959 | TotalRevenueColumnAmt |
| Exclusion | $45,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,959 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,920,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,589,809 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,075,710 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,929 | TotalAmt |
| Program Services | $39,929 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,567,421 | TotalAmt |
| Program Services | $680,647 | ProgramServicesAmt |
| Management And General | $1,257,913 | ManagementAndGeneralAmt |
| Fundraising | $628,861 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,307,266 | TotalAmt |
| Program Services | $16,366,803 | ProgramServicesAmt |
| Management And General | $4,095,525 | ManagementAndGeneralAmt |
| Fundraising | $1,844,938 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,670 | TotalAmt |
| Program Services | $709,126 | ProgramServicesAmt |
| Management And General | $205,081 | ManagementAndGeneralAmt |
| Fundraising | $95,463 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,458,220 | TotalAmt |
| Program Services | $1,825,201 | ProgramServicesAmt |
| Management And General | $432,179 | ManagementAndGeneralAmt |
| Fundraising | $200,840 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,717,450 | TotalAmt |
| Program Services | $1,206,118 | ProgramServicesAmt |
| Management And General | $348,854 | ManagementAndGeneralAmt |
| Fundraising | $162,478 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,998,594 | TotalAmt |
| Program Services | $1,903,032 | ProgramServicesAmt |
| Management And General | $78,173 | ManagementAndGeneralAmt |
| Fundraising | $17,389 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,699 | TotalAmt |
| Program Services | $11,590 | ProgramServicesAmt |
| Management And General | $169,109 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,148 | TotalAmt |
| Management And General | $107,148 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,710 | TotalAmt |
| Management And General | $6,710 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,396 | TotalAmt |
| Fundraising | $206,396 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,648 | TotalAmt |
| Management And General | $289,648 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,583,559 | TotalAmt |
| Program Services | $3,026,373 | ProgramServicesAmt |
| Management And General | $427,505 | ManagementAndGeneralAmt |
| Fundraising | $129,681 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,549,391 | TotalAmt |
| Program Services | $1,549,391 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,215,567 | TotalAmt |
| Program Services | $2,520,550 | ProgramServicesAmt |
| Management And General | $240,676 | ManagementAndGeneralAmt |
| Fundraising | $454,341 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309,717 | TotalAmt |
| Program Services | $236,247 | ProgramServicesAmt |
| Management And General | $1,018,163 | ManagementAndGeneralAmt |
| Fundraising | $55,307 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,410,638 | TotalAmt |
| Program Services | $1,345,521 | ProgramServicesAmt |
| Management And General | $54,566 | ManagementAndGeneralAmt |
| Fundraising | $10,551 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,753 | TotalAmt |
| Program Services | $529,199 | ProgramServicesAmt |
| Management And General | $136,233 | ManagementAndGeneralAmt |
| Fundraising | $67,321 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,960 | TotalAmt |
| Program Services | $32,494 | ProgramServicesAmt |
| Fundraising | $4,466 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,892 | TotalAmt |
| Program Services | $402,496 | ProgramServicesAmt |
| Fundraising | $4,396 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,611,713 | TotalAmt |
| Program Services | $9,192,173 | ProgramServicesAmt |
| Management And General | $350,553 | ManagementAndGeneralAmt |
| Fundraising | $68,987 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,099 | TotalAmt |
| Program Services | $595,042 | ProgramServicesAmt |
| Management And General | $21,771 | ManagementAndGeneralAmt |
| Fundraising | $4,286 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIR AND MAINTENANCE | $1,183,695 | $1,144,910 | $32,657 | $6,128 |
| FOOD SERVICE EXPENSE | $615,552 | $615,552 | ||
| PROFESSIONAL DEVELOPMEN | $211,610 | $94,878 | $105,320 | $11,412 |
| MISCELLANEOUS EXPENSE | $211,465 | $127,355 | $92,453 | -$8,343 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,750 | TotalAmt |
| Program Services | $32,750 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,622,512 | TotalAmt |
| Program Services | $44,187,377 | ProgramServicesAmt |
| Management And General | $9,470,237 | ManagementAndGeneralAmt |
| Fundraising | $3,964,898 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,205,146 | BOYAmt |
| EOY | $126,691,883 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,170,289 | BOYAmt |
| EOY | $43,325,661 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,097,680 | BOYAmt |
| EOY | $1,579,957 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,962 | BOYAmt |
| EOY | $957,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $339,367,581 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $230,973,416 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,534,561 | BOYAmt |
| EOY | $108,394,165 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,534,919 | BOYAmt |
| EOY | $299,763,052 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,322,198 | BOYAmt |
| EOY | $46,071,283 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,687,877 | BOYAmt |
| EOY | $1,399,797 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,063,632 | BOYAmt |
| EOY | $628,183,114 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,653,098 | BOYAmt |
| EOY | $11,177,330 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,509 | BOYAmt |
| EOY | $1,134,026 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,110,258 | BOYAmt |
| EOY | $74,489,549 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,825,820 | BOYAmt |
| EOY | $1,427,277 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,474,685 | BOYAmt |
| EOY | $88,228,182 | 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 | $378,538,899 | BOYAmt |
| EOY | $363,154,059 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,050,048 | BOYAmt |
| EOY | $176,800,873 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,588,947 | BOYAmt |
| EOY | $539,954,932 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,063,632 | BOYAmt |
| EOY | $628,183,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $37,297,787 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$55,493,796 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,561,994 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,377,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,819,103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,809,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,796,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,944,299 | CurrentTaxYearAmt |
| Total | $175,746,532 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,877,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,997,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,910,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,262,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,310,481 | CurrentTaxYearAmt |
| Total | $20,358,415 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,255,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,817,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,719,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,058,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,254,780 | CurrentTaxYearAmt |
| Total | $196,104,947 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $31,351,907 | SubstantialContributorsTotAmt |
| Public Support Total170 | $164,753,040 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,962,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,682,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,135,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,673,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,388,200 | CurrentTaxYearAmt |
| Total | $23,842,153 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,683,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $686,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,959 | CurrentTaxYearAmt |
| Total | $2,545,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $222,492,124 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $162,580,005 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $18,154 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $6,710 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $24,864 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE AQUARIUM DEVOTED PART OF ITS LOBBYING ACTIVITIES TO MONITORING AND COMMUNICATING WITH THE FEDERAL, STATE AND LOCAL LEGISLATORS AND AGENCIES IN AN EFFORT TO FURTHER INITIATIVES WHICH MIGHT BENEFIT THE AQUARIUM. THE AQUARIUM SUPPORTED LOBBYING EFFORTS IN RELATION TO THE MUSEUM IN THE PARK COALITION IN SUPPORT OF THESE ACTIVITIES IN 2022. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $359,460,468 | BeginningYearBalanceAmt |
| Contributions | $16,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$45,492,866 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,372,991 | OtherExpendituresAmt |
| End Year Balance | $327,594,611 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,530,640 | BeginningYearBalanceAmt |
| Contributions | $3,028,007 | ContributionsAmt |
| Investment Earnings Or Losses | $58,901,821 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $359,460,468 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $277,213,284 | BeginningYearBalanceAmt |
| Contributions | $266,616 | ContributionsAmt |
| Investment Earnings Or Losses | $20,324,623 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $273,883 | OtherExpendituresAmt |
| End Year Balance | $297,530,640 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $235,913,410 | BeginningYearBalanceAmt |
| Contributions | $438,126 | ContributionsAmt |
| Investment Earnings Or Losses | $41,299,875 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $438,127 | OtherExpendituresAmt |
| End Year Balance | $277,213,284 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $246,807,993 | BeginningYearBalanceAmt |
| Contributions | $406,941 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,894,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $406,941 | OtherExpendituresAmt |
| End Year Balance | $235,913,410 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.73650 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03970 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22380 | 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 | $104,197,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,051,956 | DepreciationAmt |
| Book Value | $40,145,563 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $142,433,912 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,458,445 | DepreciationAmt |
| Book Value | $35,975,467 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,638,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,463,015 | DepreciationAmt |
| Book Value | $6,175,872 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,097,263 | OtherCostOrOtherBasisAmt |
| Book Value | $26,097,263 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $108,394,165 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE CAPITAL | $38,094,575 | F |
| INTEREST IN REAL ASSET FUNDS | $7,976,708 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,071,283 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED POST-RETIREMENT BENEFIT | Desc |
| Amt | $1,427,277 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,427,277 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $43,052,119 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$55,493,796 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $353,264 | OtherRevenueAmt |
| Revenue Not Reported | -$55,140,532 | RevenueNotReportedAmt |
| Revenue Subtotal | $98,192,651 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $289,648 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$3,562,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$3,272,352 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $94,920,299 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $57,686,134 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $353,270 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $353,270 | ExpensesNotReportedAmt |
| Expenses Subtotal | $57,332,864 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $289,648 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $289,648 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $57,622,512 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | LIVE ANIMAL INVENTORY THE COSTS OF PURCHASING OR COLLECTING LIVE ANIMALS ARE EXPENSED AS INCURRED. DONATED SPECIMENS ARE NOT VALUED AND, THEREFORE, ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. |
| PART III, LINE 4: | THE AQUARIUM HOUSES ONE OF THE LARGEST AND MOST DIVERSE COLLECTIONS OF LIVE AQUATIC ANIMALS IN THE WORLD. CURRENTLY, THIS INCLUDES 852 SPECIES OF FISHES AND 265 SPECIES OF INVERTEBRATES. IN ADDITION, THERE ARE 47 SPECIES OF REPTILES, 15 SPECIES OF AMPHIBIANS, 4 SPECIES OF MAMMALS, AND 13 SPECIES OF BIRDS. ALTOGETHER, THE COLLECTIONS INCLUDE 1,196 ANIMAL SPECIES INCLUDING 22 PROTECTED SPECIES. |
| PART V, LINE 4: | THE INTENDED USES OF THE ENDOWMENT ARE TO FUND GENERAL OPERATIONS, EDUCATIONS PROGRAMS, CONSERVATION ACTIVITIES, AND SPECIAL PROJECTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 353,271. ROUNDNG -7. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ACTUARIAL GAIN RELATED TO RETIREES MEDICAL PLAN -3,562,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 353,271. ROUNDING -1. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|
| CAYMAN ISLANDS | INVESTMENTS | $4,992,887 | ||
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES AND ADMINISTRATION | $15,501 | 7 | CONSERVATION RESEARCH AND EDUCATION |
| NORTH AMERICA | PROGRAM SERVICES | $1,468 | 1 | CONSERVATION/POLICY WORK |
| OCEANIA | PROGRAM SERVICES | $18,263 | 4 | CONSERVATION/POLICY WORK AND RESEARCH |
| SOUTH AMERICA | PROGRAM SERVICES | $7,286 | 2 | RESCUE MISSION/REHAB |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 14 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Subtotal Spent | $5,035,405 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,035,405 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHULTZ & WILLIAMS | |||||||||||||
| ONE PENN CENTER STE 1700 | PHILIDELPHIA | PA | 19103 | CONSULTING AND DIRECT RESPONSE SERVICES | 0 | $1,723,348 | $104,686 | $1,618,662 | |||||
| ARTS MARKETING SERVICES | |||||||||||||
| TELEMARKETING | 0 | $141,657 | $102,334 | $39,323 | 260 KING ST EAST STE 500 | TORONTO | ONTARIO | CA | M5A4L5 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,865,005 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $207,020 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,657,985 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | IMMERSION | Event1Nm |
| Gross Receipts Event1 | $128,975 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $103,359 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,616 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $106,671 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $1,931,236 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,827,514 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $103,722 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $664,825 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $2,060,211 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,930,873 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $129,338 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $771,496 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $771,496 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$642,158 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL MARINE MAMMAL FOUNDATION | ||||||||
| 2240 SHELTER ISLAND DRIVE SUITE 200 | SAN DIEGO | CA | 92106 | 261501109 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT |
| NATIONAL MARINE SANCTUARY FOUNDATION | ||||||||
| 8455 COLESVILLE RD SUITE 1275 | SILVER SPRING | MD | 20910 | 943370994 | 501(C)(3) | $6,429 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SHEDD REQUIRES REPORTS ON HOW FUNDS WERE EXPENDED AND ACCORDING TO PLAN AND EVALUATION OF RESULTS OF THE PROGRAM'S ACCOMPLISHMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIDGET COUGHLIN PHD | ||||||||||||||
| PRESIDENT/CEO | $580,457 | $0 | $125,000 | $0 | $0 | $0 | $118,000 | $0 | $28,933 | $0 | $852,390 | $0 | $0 | $0 |
| REGINA RODRIGUEZ | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $308,945 | $0 | $30,000 | $0 | $0 | $0 | $18,000 | $0 | $19,169 | $0 | $376,114 | $0 | $0 | $0 |
| MEGHAN CURRAN | ||||||||||||||
| CHIEF MARKETING AND EXPERIENCE OFFIC | $275,485 | $0 | $30,000 | $0 | $0 | $0 | $25,881 | $0 | $20,508 | $0 | $351,874 | $0 | $0 | $0 |
| GARY GORDON | ||||||||||||||
| CFO/TREASURER/SECRETARY | $283,987 | $0 | $30,000 | $0 | $0 | $0 | $31,740 | $0 | $697 | $0 | $346,424 | $0 | $0 | $0 |
| NANCY ANSCHEL | ||||||||||||||
| SVP, HUMAN RESOURCES | $218,703 | $0 | $5,000 | $0 | $0 | $0 | $13,581 | $0 | $22,325 | $0 | $259,609 | $0 | $0 | $0 |
| PEGGY SLOAN | ||||||||||||||
| CHIEF ANIMAL CONSERVATION OFFICER | $227,487 | $0 | $3,000 | $0 | $0 | $0 | $13,799 | $0 | $13,293 | $0 | $257,579 | $0 | $0 | $0 |
| ROBERT WENGEL | ||||||||||||||
| SVP, FACILITIES AND SECURITY | $222,293 | $0 | $0 | $0 | $0 | $0 | $13,507 | $0 | $12,517 | $0 | $248,317 | $0 | $0 | $0 |
| SARAH HEZEL | ||||||||||||||
| VP, DESIGN & EXHIBITS | $191,177 | $0 | $3,000 | $0 | $0 | $0 | $11,349 | $0 | $22,912 | $0 | $228,438 | $0 | $0 | $0 |
| CATHERINE CASEY | ||||||||||||||
| VICE PRESIDENT & GENERAL COUNSEL | $204,213 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,232 | $0 | $222,445 | $0 | $0 | $0 |
| KELLY MCLAUGHLIN-KENNEDY | ||||||||||||||
| VP, PHILANTHROPIC & STRATEGIC INITIA | $185,972 | $0 | $10,000 | $0 | $0 | $0 | $10,810 | $0 | $14,429 | $0 | $221,211 | $0 | $0 | $0 |
| DANIELLE DUMERER | ||||||||||||||
| VP, TECHNOLOGY AND INFORMATION SECUR | $187,177 | $0 | $0 | $0 | $0 | $0 | $11,737 | $0 | $21,035 | $0 | $219,949 | $0 | $0 | $0 |
| ANDREA RODGERS | ||||||||||||||
| SVP, EXTERNAL AFFAIRS & MARKETING | $185,815 | $0 | $0 | $0 | $0 | $0 | $11,057 | $0 | $20,402 | $0 | $217,274 | $0 | $0 | $0 |
| CHARLES KNAPP | ||||||||||||||
| VP, CONSERVATION RESEARCH | $168,769 | $0 | $0 | $0 | $0 | $0 | $10,546 | $0 | $27,442 | $0 | $206,757 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | LINE 1A - FIRST-CLASS TRAVEL - THE PRESIDENT/CEO TRAVELED BY FIRST CLASS ON CERTAIN TRIPS AS A RESULT OF THE COVID-19 PANDEMIC AND/OR SPECIFIC NATURE OF PARTICULAR TRIPS. THE TRAVEL WAS FOR BONA FIDE BUSINESS PURPOSE AND WAS NOT TREATED AS TAXABLE COMPENSATION. LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE PRESIDENT/CEO WAS PROVIDED CERTAIN SOCIAL CLUB DUES; THE PORTION OF THIS BENEFIT NOT RELATED TO BONA FIDE BUSINESS PURPOSES (IF ANY) IS TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 4B | CERTAIN INDIVIDUALS RECEIVED OR ACCRUED DEFERRED COMPENSATION AT RISK, PAYABLE UPON SATISFACTION OF PERFORMANCE AND REMAINING WITH THE ORGANIZATION THROUGH A SPECIFIC PROJECT PERIOD. BRIDGET C COUGHLIN - ACCRUED THROUGH 2022 $100,000 TO BE PAID IN 2023. GARY GORDON - ACCRUED IN 2022 $15,000 TO BE PAID IN 2024 MEGHAN CURRAN - ACCRUED IN 2022 $10,000 TO BE PAID IN 2024 |
| PART I, LINE 7 | PART 7A - COMPENSATION AT RISK OR INCENTIVE PAYMENTS WERE PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A AT THE DISCRETION OF THE BOARD OF TRUSTEES AND PRESIDENT/CEO. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ILLINOIS FINANCE AUTHORITY | ||||||||
| A | 861091967 | 000000000 | 2019-03-14 | $18,405,000 | REFUNDING/REISSUANCE 2015 BONDS | 0 | 0 | 0 |
| ILLINOIS FINANCE AUTHORITY | ||||||||
| B | 861091967 | 45204FTW5 | 2022-12-22 | $64,027,086 | SERIES 2022 - BUILDINGS AND STRUCTURES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $7,175,000 | $18,405,000 | $18,405,000 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $64,027,086 | 0 | 0 | 0 | Yes (1) | $727,086 | $19,553,653 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,056,152 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD AND BEVERAGES | 5 | $225,265 | FAIR MARKET VALUE |
| Yes (X) | AIRLINE TICKET | 1 | $94,626 | FAIR MARKET VALUE |
| Yes (X) | EQUIPMENT | 60 | $25,068 | FAIR MARKET VALUE |
| Yes (X) | TRANSLATION SERVICES | 1 | $7,057 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES HAS THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES AND MAY ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN MEETINGS OF THE BOARD, SUBJECT TO CERTAIN LIMITATIONS. UNDER THE TERMS OF THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE IS MADE UP OF FIVE TO TEN MEMBERS OF THE BOARD OF TRUSTEES ELECTED BY THE BOARD AT ITS ANNUAL MEETING; IN ADDITION, THE CHAIRPERSON OF THE BOARD SERVES AS AN EX OFFICIO MEMBER WITH A VOTE. |
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES H. JOHN GILBERTSON AND JOHN HOLMES HAVE A BUSINESS RELATIONSHIP TRUSTEES H. JOHN GILBERTSON AND RICH TOBIN HAVE A BUSINESS RELATIONSHIP TRUSTEES LLOYD SEMPLE JR. AND PAUL CARBONE HAVE A BUSINESS RELATIONSHIP TRUSTEES DAVID FOULKES AND JANE WARNER HAVE A BUSINESS RELATIONSHIP TRUSTEE MARY SMITH IS MARRIED TO LIFETIME TRUSTEE STEVE SMITH TRUSTEE BRIAN KENNEY AND TRUSTEE BOB LYONS HAVE A BUSINESS RELATIONSHIP TRUSTEE RICH TOBIN AND TRUSTEE TOM KING HAVE A BUSINESS RELATIONSHIP TRUSTEE RICHARD KEYSER AND TRUSTEE ANDERS GUSTAFSSON HAVE A BUSINESS RELATIONSHIP TRUSTEE H. JOHN GILBERTSON JR. AND TRUSTEE JOSEPH BRAIK HAVE A BUSINESS RELATIONSHIP TRUSTEE WILLIAM CHASE AND TRUSTEE TRACIE HAAS HAVE A BUSINESS RELATIONSHIP TRUSTEE KATIE LAWLER AND TRUSTEE JANE WARNER HAVE A BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION CONTRACTS WITH SODEXO AMERICA, LLC AND EVENT NETWORK, INC. TO MANAGE AND OPERATE FOOD SERVICES AND GIFT SHOPS, RESPECTIVELY, AT THE AQUARIUM. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN MAY 2022, THE BOARD ADOPTED THE FOLLOWING BYLAW CHANGES: 1. NEW SECTIONS: A. SECTION 6.4:DEFINED COMMITTEE CHAIR TERMS AND TERM LIMITS TO BE NO MORE THAN TWO THREE-YEAR TERMS FOR A SINGLE COMMITTEE AND NO MORE THAN 12 YEARS TOTAL TENURE AS A COMMITTEE CHAIR 2. UPDATES: A. SECTION 4.4: CHANGED THE NOMINATION PROCESS OF LIFE TRUSTEES FROM BOARDCHAIR TO THE NOMINATING AND GOVERNANCE COMMITTEE B. SECTION 4.5: UPDATED TO INCLUDE QUARTERLY MEETINGS C. SECTION 4.8:UPDATED TO ADD VIRTUAL MEETINGS D. SECTION 5.4:UPDATED TO REFLECT LONG-STANDING PRACTICE THAT THE PRESIDENT & CEO SERVES AS AN EX-OFFICIO MEMBER WITH A VOTE OF THE BOARD OF TRUSTEES AND ALL COMMITTEES EXCEPT HUMAN CAPITAL E. SECTION 5.5: CLARIFIED WHEN THE BOARD CHAIR IS COUNTED IN QUORUM FOR COMMITTEE MEETINGS F. SECTION 6.2: UPDATED EXECUTIVE COMMITTEE COMPOSITION TO REFLECT THE COMMITTEE CHARTER G. SECTION 9: CHANGED PROCESS OF UPDATING BYLAWS TO REQUIRE AT LEAST A MAJORITY OF THE TRUSTEES PRESENT AT ANY MEETING OF THE TRUSTEES, AS OPPOSED TO AT LEAST A MAJORITY OF THE TRUSTEES THEN IN OFFICE |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990, INCLUDING SCHEDULES, WAS MADE AVAILABLE TO THE BOARD OF TRUSTEES. TRUSTEE WERE REQUESTED TO REVIEW THE FINAL FORM 990, INCLUDING SCHEDULES. ANY QUESTIONS OR COMMENTS WERE DIRECTED TO THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, TRUSTEES AND SENIOR MANAGEMENT ARE ASKED TO REVIEW THE ORGANIZATION'S CODE OF ETHICS AND COMPLETE A CODE OF ETHICS STATEMENT AND QUESTIONNAIRE, WHICH INCLUDES THEIR AGREEMENT TO REPORT PROMPTLY ANY REPORTABLE MATTERS. SUCH STATEMENTS ARE REVIEWED AND EVALUATED BY THE BOARD CHAIRMAN, OR THEIR DESIGNEE, FOR ANY CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN CAPITAL COMMITTEE (THE COMMITTEE) OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE ANNUAL REVIEW OF THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. ALL MEMBERS OF THE COMMITTEE ARE INDEPENDENT. IN DETERMINING THE COMPENSATION OF THE PRESIDENT/CEO, THE COMMITTEE EVALUATES HER PERFORMANCE AGAINST PREVIOUSLY AGREED UPON CRITERIA, CONSIDERS COMPARABLE MARKET DATA, THEN DEBATES AND DOCUMENTS ITS RECOMMENDATION OF REASONABLE COMPENSATION. IN DETERMINING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, THE SAME PROCEDURES ARE PERFORMED; HOWEVER, THE COMMITTEE CONSIDERS THE CEO'S EVALUATION OF THE STAFFS' PERFORMANCE. THE RECOMMENDATIONS ARE THEN TAKEN TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR FINAL REVIEW AND ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | CERTAIN OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. ITS AUDITED FINANCIAL STATEMENTS AND PUBLIC-DISCLOSURE COPIES OF ITS FORM 990 ARE INCLUDED ON ITS WEB SITE. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL GAIN RELATED TO RETIREES MEDICAL PLAN 3,562,000. ROUNDING -6. |