NEW ENGLAND AQUARIUM CORPORATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND AQUARIUM CORPORATION (EIN 04-2297514)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349305103
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:10:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042297514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 6179735200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERONIQUE N SPRUILL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6179735200 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VERONIQUE | PersonFirstNm |
| Person Last | SPRUILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VERONIQUE N SPRUILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,725,613 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEAQ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE NEW ENGLAND AQUARIUM SEEKS TO BE A CATALYST FOR GLOBAL CHANGE IN PROTECTING THE OCEANS THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH AND ADVOCACY FOR VITAL AND VIBRANT OCEANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 300 | TotalEmployeeCnt |
| Total Volunteers | 376 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,713,890 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,809,667 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,683,620 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,223,023 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$101,085 | PYInvestmentIncomeAmt |
| CY Investment Income | $426,424 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,015,126 | PYOtherRevenueAmt |
| CY Other Revenue | $3,343,787 | CYOtherRevenueAmt |
| PY Total Revenue | $26,311,551 | PYTotalRevenueAmt |
| CY Total Revenue | $52,802,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $96,630 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $110,891 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,508,457 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,696,792 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $110,281 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $124,925 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,472,958 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,282,715 | PYOtherExpensesAmt |
| CY Other Expenses | $20,085,560 | CYOtherExpensesAmt |
| PY Total Expenses | $36,998,083 | PYTotalExpensesAmt |
| CY Total Expenses | $34,018,168 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,686,532 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,784,733 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,025,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,527,148 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,386,704 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,067,297 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,638,450 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,459,851 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NEW ENGLAND AQUARIUM SEEKS TO BE A CATALYST FOR GLOBAL CHANGE IN PROTECTING THE OCEANS THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH AND ADVOCACY FOR VITAL AND VIBRANT OCEANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,972,088 | ExpenseAmt |
| Revenue | $19,295,804 | RevenueAmt |
| Desc | EXHIBITION: THE AQUARIUM IS A MASSACHUSETTS CHAPTER 180 NON-PROFIT CORPORATION FORMED FOR THE PURPOSE OF OPERATING A PUBLIC AQUARIUM IN BOSTON, MASSACHUSETTS. THE MISSION OF THE AQUARIUM IS TO BE A CATALYST FOR GLOBAL CHANGE THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH AND ADVOCACY FOR VITAL AND VIBRANT OCEANS. IN ADDITION TO ITS EXHIBITS, THE AQUARIUM OPERATES THE SIMONS THEATER, GIFT SHOP, CAFE, CATERED EVENTS, EDUCATION PROGRAMS AND SPONSORED PROGRAMMING IN MARINE RESEARCH, CONSERVATION AND EDUCATION. THE AQUARIUM RELIES ON ADMISSIONS REVENUE, RETAIL SALES TO ITS VISITORS AND PRIVATE GIFTS AND GRANTS FOR THE MAJORITY OF ITS OPERATIONS. THESE REVENUES AND SUPPORT ARE PRIMARILY DERIVED FROM VISITORS AND DONORS FROM THE GREATER BOSTON AREA, THE NEW ENGLAND REGION AND TOURISTS TO THE CITY.IN 2021, THE AQUARIUM REOPENED ITS DOORS TO VISITORS IN FEBRUARY AFTER CLOSING FOR SEVEN WEEKS TO COMPLY WITH CITY OF BOSTON GUIDANCE TO CONTAIN THE SPREAD OF COVID-19. AS WE CONTINUED TO WELCOME GUESTS DURING PEAKS AND VALLEYS OF THE PANDEMIC, WE FOCUSED ON CONTINUING TO IMPROVE THE VISITOR EXPERIENCE WITH NOT ONLY PROGRAMMING IN THE AQUARIUM (ADMISSION REQUIRED) BUT ALSO WITH FREE PROGRAMMING IN OUR SIMONS THEATRE AND ON CENTRAL WHARF PLAZA. ADDITIONALLY, AS AN ORGANIZATION LOCATED ON A WHARF ALONG BOSTON HARBOR, THE AQUARIUM RECOGNIZES ITS DUTY, AND THAT OF ALL DOWNTOWN WATERFRONT ORGANIZATIONS, TO PREPARE FOR CLIMATE RESILIENCE, WHILE ALSO ENSURING THE AQUARIUM AND THE ENTIRE DOWNTOWN WATERFRONT REMAIN WELCOMING, INCLUSIVE, AND ACCESSIBLE SPACES FOR ALL VISITORS AND COMMUNITY MEMBERS. THIS PROGRAMMING ENGAGED AND INSPIRED GUESTS AS WELL AS THE GENERAL PUBLIC TO PROTECT THE BLUE PLANET; STRENGTHENED SCIENCE LEARNING AND ENVIRONMENTAL STEWARDSHIP OPPORTUNITIES FOR YOUTH; AND ADVANCED STRATEGIC PLAN PRIORITIES.THE FOLLOWING OCCURRED ON THE VISITOR EXPERIENCE FRONT:-IN HONOR OF WORLD OCEAN DAY AND IN KEEPING WITH OUR COMMITMENT OF A WATERFRONT ACCESSIBLE TO ALL, WE PRESENTED A SPECIAL EDUCATIONAL ACTIVITY ON THE HARBORWALK ABOUT INVASIVE SPECIES FOUND IN BOSTON HARBOR. LED BY THE AQUARIUM'S CLIMATEENS, LIVE BLUETM AMBASSADORS, AND EDUCATION STAFF, THIS TWO-HOUR EVENT WAS FREE AND OPEN TO THE PUBLIC. -THE AQUARIUM'S LECTURE SERIES, HOSTED IN THE SPRING AND FALL WITH MAJOR SUPPORT FROM THE LOWELL INSTITUTE, PRESENTED A RANGE OF SPEAKERS, INCLUDING NATIONAL GEOGRAPHIC PHOTOGRAPHER AND NEW ENGLAND AQUARIUM EXPLORER-IN-RESIDENCE BRIAN SKERRY; ASTRONAUT AND EXPLORER KATHY SULLIVAN; AND ACADEMY-AWARD WINNING FILMMAKER AND NATURALIST CRAIG FOSTER. THESE FREE VIRTUAL EVENTS, ATTENDED BY MORE THAN 3,200 PARTICIPANTS, FOCUSED ON MARINE LIFE, OCEAN EXPLORATION, CONSERVATION, AND ENVIRONMENTAL JUSTICE. WE ALSO HELD ONE EVENT IN PERSON IN THE NEWLY RENOVATED SIMONS THEATRE BETWEEN COVID SURGES. IN ADDITION TO HOLDING ONE AQUARIUM LECTURE IN THE THEATER, WE ALSO INTRODUCED NEW FILM OFFERINGS IN 2021.-IN JULY, THE AQUARIUM SERVED AS THE HONORARY CONSERVATION PARTNER FOR PANGEASEED FOUNDATION'S GLOBAL EVENT, SEA WALLS: ARTISTS FOR OCEANS PROGRAM. KNOWN LOCALLY AS SEA WALLS BOSTON, THIS WEEK-LONG MURAL FESTIVAL RAISES AWARENESS OF MARINE CONSERVATION AND COASTAL RESILIENCY THROUGH OCEAN-THEMED PUBLIC ART AND EVENTS. SEA WALLS BOSTON COMMISSIONED 14 NEW OCEAN-ADVOCACY MURALS, INCLUDING A MURAL OF A NORTH ATLANTIC RIGHT WHALE PAINTED ON THE SIDE OF THE AQUARIUM'S SIMONS THEATRE BY ACCLAIMED ARTIST SHEPARD FAIREY. -IN JUNE, WE OPENED A NEW DINING OPTION, CENTRAL SNACK BAR, ON THE PLAZA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,368,568 | ExpenseAmt |
| Grant | $110,891 | GrantAmt |
| Revenue | $5,393,620 | RevenueAmt |
| Desc | IN 2021, THE ANDERSON CABOT CENTER FOR OCEAN LIFE AT THE NEW ENGLAND AQUARIUM (ANDERSON CABOT CENTER; "AQUARIUM") CONTINUED ON OUR LEGACY OF CONDUCTING APPLIED OCEAN SCIENCE RESEARCH, AND ALSO EXPANDED OUR WORK ON BOTH OCEAN POLICY AND TECHNICAL ADVISING FOR BOTH START-UPS AND LARGER CORPORATIONS, ALL IN THE INTEREST OF DELIVERING ON OUR MISSION AND PROMOTING OUR VISION OF A VITAL AND VIBRANT OCEAN.SELECT 2021 NOTABLE HIGHLIGHTS:-THE AQUARIUM'S BLUESWELL PROGRAM, AN OCEAN INNOVATION START-UP INCUBATOR, COMPLETED ITS FIRST COHORT (SIX START-UPS), AND INITIATED ITS SECOND (EIGHT START-UPS) DURING 2021. THESE START-UPS RANGED IN SECTOR FOCUS FROM SUSTAINABLE AQUACULTURE AND SEAFOOD, TO OFFSHORE RENEWABLES. THE AQUARIUM'S ROLE IN THIS PROGRAM IS TO GUIDE START-UPS IN ADOPTING OCEAN-FRIENDLY PRACTICES AND METRICS, AID IN THE DILIGENCE PROCESS, AND TO SERVE AS THE FISCAL ADMINISTRATOR. -PANGEASEED FOUNDATION EXECUTED ITS BOSTON SEAWALLS "ARTIVISM" EXHIBITION, WHICH INCLUDED THE INSTALLATION OF AN ARRAY OF OCEAN-RELATED MURALS IN THE CITY OF BOSTON (PRIMARILY EAST BOSTON), AND SEVERAL OUTREACH EVENTS. AS PART OF THIS ACTIVATION, THE AQUARIUM WAS NAMED HONORARY CONSERVATION PARTNER, WHICH INCLUDED THE ADVISING OF ARTISTS AROUND OCEAN CONSERVATION-RELATED THEMES, AND SERVING AS HOST TO THE LARGEST MURAL INSTALLATION BY RENOWNED MURALIST SHEPARD FAIREY ON THE SIDE OF THE SIMON'S THEATRE.-THE UN DECADE OF OCEAN SCIENCE FOR SUSTAINABLE DEVELOPMENT ENDORSED THE AQUARIUM'S MARINE CONSERVATION ACTION FUND'S (MCAF) GLOBAL PROJECT FOCUSED ON OCEAN CONSERVATION CAPACITY BUILDING IN LOW AND MIDDLE-INCOME COUNTRIES. THE PROJECT, RUN IN PARTNERSHIP WITH NINE MCAF FELLOWS AND GRANTEES ACROSS 13 COUNTRIES, AIMS TO SCALE UP SUPPORT OF LOCAL LEADERS TO HELP THEM DEVELOP CONSERVATION CAPACITY IN FISHERS, YOUTH, COMMUNITY MEMBERS, AND EMERGING LEADERS IN OCEAN CONSERVATION. THE UN OCEAN DECADE ENDORSEMENT AMPLIFIES THE CRITICAL WORK OF MCAF AND ITS GLOBAL COMMUNITY OF CONSERVATION LEADERS IN TRAINING AND MENTORING THE NEXT GENERATION OF OCEAN STEWARDS. -MCAF LAUNCHED AN EARLY CAREER OCEAN PROFESSIONALS (ECOP) MICRO-GRANTS PROGRAM. ECOP GRANTS ARE FOR RECENT UNIVERSITY GRADUATES, UNDERGRADUATE STUDENTS, AND RISING COMMUNITY LEADERS WITH LIMITED OCEAN CONSERVATION EXPERIENCE. THE GOAL OF THE ECOP GRANTS IS TO PROMOTE CAPACITY DEVELOPMENT BY PROVIDING MUCH NEEDED ENTRY POINTS AND SUPPORTIVE PATHWAYS TO CAREERS IN OCEAN CONSERVATION IN LOW- AND MIDDLE-INCOME COUNTRIES AROUND THE GLOBE.-ANDERSON CABOT CENTER AND ADDITIONAL AQUARIUM STAFF PUBLISHED 40 TOTAL PEER-REVIEWED PAPERS/BOOK CHAPTERS IN SCIENTIFIC JOURNALS/BOOKS IN 2021. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $695,580 | ExpenseAmt |
| Revenue | $751,298 | RevenueAmt |
| Desc | EDUCATION AND RESCUE:THE NEW ENGLAND AQUARIUM HAS TWO DISTINCTIVE PROGRAMS WITH SEA TURTLES: WE RUN ONE OF THE LARGEST SEA TURTLE RESCUE OPERATIONS IN THE ENTIRE UNITED STATES AND WE ARE PART OF A FIRST-RESPONDER NETWORK FOR LEATHERBACK SEA TURTLES THAT GET ENTANGLED IN FISHING LINES. BOTH OF THESE PROGRAMS HELP MAINTAIN SEA TURTLE POPULATIONS AND PRODUCE RESEARCH. -THE AQUARIUM'S SEA TURTLE HOSPITAL IN QUINCY, MASS., TREATED 569 RESCUED SEA TURTLES RECOVERED FROM BEACHES ALONG CAPE COD BAY DURING THE 20-2021 STRANDING SEASON. IN ADDITION TO ADMINISTERING TO CRITICALLY ENDANGERED KEMP'S RIDLEY TURTLES, OUR SEA TURTLE HOSPITAL TREATED LOGGERHEAD AND GREEN TURTLES SUFFERING FROM LIFE-THREATENING MEDICAL CONDITIONS, INCLUDING PNEUMONIA AND DEHYDRATION. THE HOSPITAL OPERATED AMID STRICT SOCIAL DISTANCING GUIDELINES, INSTITUTING NEW POPULATION MANAGEMENT STRATEGIES AND TEMPERATURE-CONTROLLED CONDITIONS TO MORE EFFICIENTLY STABILIZE TURTLES BEFORE TRANSPORTING THEM TO SECONDARY FACILITIES WHERE THEY COULD BE RELEASED BACK INTO WARMER WATERS. THE AQUARIUM ALSO DIRECTLY COORDINATED FIVE SEPARATE TURTLE RELEASES ALONG CAPE COD BEACHES THROUGHOUT THE SUMMER.-SEVERAL MEMBERS FROM OUR ANIMAL HEALTH, RESCUE AND REHABILITATION, AND ACCOL TEAMS MADE HISTORY BY SURGICALLY IMPLANTING ACOUSTIC TAGS IN THREE REHABILITATED LOGGERHEAD SEA TURTLES. THE TAGS CAN BE TRACKED BY UNDERWATER RECEIVERS UP AND DOWN THE EAST COAST OF THE U.S. THIS NOVEL PROCEDURE WILL ENABLE OUR SCIENTISTS TO MONITOR REHABILITATED SEA TURTLES AND RECORD THEIR MIGRATORY PATTERNS AND PREFERRED FEEDING GROUNDS FOR UP TO A DECADE.-IN THE FALL, WE RESPONDED TO A NUMBER OF LEATHERBACK TURTLES ENTANGLED IN FISHING GEAR. WE TYPICALLY EVALUATED, DISENTANGLED, AND OUTFITTED THE TURTLES WITH ELECTRONIC TAGS THAT ALLOWED RESEARCHERS TO ASSESS SURVIVORSHIP OVER THE NEXT 30 DAYS AND TRACK MIGRATION PATTERNS. ADDITIONALLY, WE WERE CALLED IN WHEN A 600-LB. LIVE LEATHERBACK STRANDED ON A MUDFLAT IN WELLFLEET. RESCUE AND ANIMAL HEALTH STAFF FROM THE AQUARIUM CONDUCTED A HEALTH ASSESSMENT, ANALYZING A BLOOD SAMPLE TO ASSESS THE TURTLE'S HEALTH, AND GAVE THE TURTLE INJECTIONS OF VITAMINS AND A NONSTEROIDAL ANTI-INFLAMMATORY DRUG. WE PLACED SMALL IDENTIFICATION TAGSMICROCHIP AND METAL BAND ON THE TURTLE ALONG WITH ACOUSTIC AND SATELLITE TAGS. THE TURTLE WAS THEN RELEASED BACK INTO THE OCEAN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,082,811 | ExpenseAmt |
| Revenue | $126,088 | RevenueAmt |
| Desc | WE CONTINUED TO WORK WITH OUR PARTNERS AT BOSTON HARBOR CITY CRUISES ("BHCC") TO OFFER THE NEW ENGLAND AQUARIUM WHALE WATCH, OPERATED BY BHCC. THIS COMBINED EFFORT GENERATED INCREASED WHALE WATCH ATTENDANCE AND SIGNIFICANTLY EXPANDED THE REACH OF OUR WHALE CONSERVATION PROGRAMMING AND OUR EDUCATIONAL PROGRAMMING, OVERALL.TOTAL OTHER COSTS REPRESENT THE REMAINING PROGRAM SERVICE EXPENSES PER PART IX THAT WERE NOT ATTRIBUTABLE TO EXHIBITION, RESEARCH, OR EDUCATION. TOTAL OTHER REVENUE REPRESENTS PROGRAMMATIC CORPORATE SPONSORSHIPS AND OTHER MISCELLANEOUS INCOME PER PART VIII THAT WERE NOT ATTRIBUTABLE TO EXHIBITION, RESEARCH, OR EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,082,811 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $126,088 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $29,119,047 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | Yes (1) | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 300 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | 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 | 0 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN WALSH | PersonNm |
| Phone | 6172262320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID ALTSHULER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID BECHHOFER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA BURGESS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS R BURTON | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA N CABOT | |||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JARED A CHASE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE CURWOOD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA EISENSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL S EVANS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DONNA K HAZARD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN HEALY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY G HEALY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA R HOLDING | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEXANDER D LEVENTHAL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAYMOND F MUI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT H PAGE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE B PEACHER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY T RENNER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DUNCAN W RICHARDSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN SKERRY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $5,000 | $0 | $0 | ||||
| WILLIAM H WELD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER OWILDE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SPRUILL VERONIQUE N | |||||||||
| PRESIDENT/CEO | 39.00 | $442,586 | $0 | $1,129 | Yes (X) | 1.00 | |||
| P ERIC KRAUSS | |||||||||
| EXECUTIVE VP CFO & COO | 39.00 | $291,724 | $0 | $42,344 | Yes (X) | 1.00 | |||
| MUSIOL JR RICHARD A | |||||||||
| VP, EXTERNAL RELATIONS | 40.00 | $225,609 | $0 | $10,349 | Yes (X) | ||||
| MATUS SUZANNE L | |||||||||
| VP, MARKETING & COMM | 40.00 | $254,599 | $0 | $7,979 | Yes (X) | ||||
| CLAYTON LEIGH A | |||||||||
| VP, ANIMAL CARE | 40.00 | $236,480 | $0 | $7,250 | Yes (X) | ||||
| MANDELMAN JOHN W | |||||||||
| VP, CTR OCN LFE & CHF SCI | 40.00 | $182,665 | $0 | $27,725 | Yes (X) | ||||
| FONTES KIMBERLY A | |||||||||
| CHIEF OF STAFF | 40.00 | $190,286 | $0 | $3,165 | Yes (X) | ||||
| CORKERON PETER | |||||||||
| SENIOR SCIENTIST | 40.00 | $147,323 | $0 | $0 | Yes (X) | ||||
| WONG PATRICIA | |||||||||
| AVP, FINANCE & CONTROLLER | 40.00 | $148,161 | $0 | $35,182 | Yes (X) | ||||
| REDFERN JESSICA V | |||||||||
| SENIOR SCIENTIST | 40.00 | $128,909 | $0 | $23,640 | Yes (X) | ||||
| HAMER MARION S | |||||||||
| DIRECTOR, IT | 40.00 | $129,438 | $0 | $0 | Yes (X) | ||||
| MCCONNELL KATIE E | |||||||||
| AVP, ORG. EFFECTIVENESS | 40.00 | $129,307 | $0 | $860 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,512,087 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $159,623 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | 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 |
|---|---|---|---|---|---|
| C & W FACILITY SERVICES INC | |||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 60672 | CLEANING COMPANY | $1,106,524 |
| DEWEY SQUARE | |||||
| PO BOX 60340 | CHARLOTTE | NC | 28260 | CONSULTANTING | $422,560 |
| FOLEY HOAG LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | LEGAL | $351,589 |
| CONNELLY PARTNERS LLC | |||||
| 46 WALTHAM ST | BOSTON | MA | 02118 | ADVERTISING AGENCY | $317,836 |
| ALLIED UNIVERSAL | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY SERVICES | $269,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,252,154 | MembershipDuesAmt |
| Government Grants | $17,724,408 | GovernmentGrantsAmt |
| All Other Contributions | $6,833,105 | AllOtherContributionsAmt |
| Noncash Contributions | $1,243,206 | NoncashContributionsAmt |
| Total Contributions | $26,809,667 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $19,295,804 | $19,295,804 |
| RESEARCH, CONSERVATION, ED. | 900099 | $2,927,219 | $2,927,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,223,023 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $392,863 | TotalRevenueColumnAmt |
| Exclusion | $392,863 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,955,062 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,921,501 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,561 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,561 | TotalRevenueColumnAmt |
| Exclusion | $33,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,843,666 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,211 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,842,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,842,455 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES | 900099 | $375,244 | $375,244 |
| CORPORATE SPONSORSHIP | 900099 | $130,277 | $130,277 |
| MISCELLANEOUS INCOME | 900099 | -$4,189 | -$4,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $501,332 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,802,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,566,810 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $426,424 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,891 | TotalAmt |
| Program Services | $110,891 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972,227 | TotalAmt |
| Program Services | $412,127 | ProgramServicesAmt |
| Management And General | $1,003,296 | ManagementAndGeneralAmt |
| Fundraising | $556,804 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,773,491 | TotalAmt |
| Program Services | $8,209,732 | ProgramServicesAmt |
| Management And General | $1,172,819 | ManagementAndGeneralAmt |
| Fundraising | $390,940 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,395 | TotalAmt |
| Program Services | $201,092 | ProgramServicesAmt |
| Management And General | $28,727 | ManagementAndGeneralAmt |
| Fundraising | $9,576 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,751 | TotalAmt |
| Program Services | $741,511 | ProgramServicesAmt |
| Management And General | $105,930 | ManagementAndGeneralAmt |
| Fundraising | $35,310 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,928 | TotalAmt |
| Program Services | $696,300 | ProgramServicesAmt |
| Management And General | $99,471 | ManagementAndGeneralAmt |
| Fundraising | $33,157 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,733 | TotalAmt |
| Program Services | $110,656 | ProgramServicesAmt |
| Management And General | $15,808 | ManagementAndGeneralAmt |
| Fundraising | $5,269 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,000 | TotalAmt |
| Program Services | $71,400 | ProgramServicesAmt |
| Management And General | $10,200 | ManagementAndGeneralAmt |
| Fundraising | $3,400 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,000 | TotalAmt |
| Management And General | $99,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,925 | TotalAmt |
| Fundraising | $124,925 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,203,646 | TotalAmt |
| Program Services | $1,851,063 | ProgramServicesAmt |
| Management And General | $264,437 | ManagementAndGeneralAmt |
| Fundraising | $88,146 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,426 | TotalAmt |
| Program Services | $471,849 | ProgramServicesAmt |
| Management And General | $80,560 | ManagementAndGeneralAmt |
| Fundraising | $23,017 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,246,955 | TotalAmt |
| Program Services | $3,246,955 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,747 | TotalAmt |
| Program Services | $30,027 | ProgramServicesAmt |
| Management And General | $4,290 | ManagementAndGeneralAmt |
| Fundraising | $1,430 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,866 | TotalAmt |
| Program Services | $7,447 | ProgramServicesAmt |
| Management And General | $1,064 | ManagementAndGeneralAmt |
| Fundraising | $355 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,732 | TotalAmt |
| Program Services | $606,732 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,312,690 | TotalAmt |
| Program Services | $4,312,690 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,910 | TotalAmt |
| Program Services | $546,765 | ProgramServicesAmt |
| Management And General | $78,109 | ManagementAndGeneralAmt |
| Fundraising | $26,036 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COST OF GRANTS AND CONT | $3,602,642 | $3,602,642 | ||
| CUSTODIAL SERVICES | $1,119,653 | $940,509 | $134,358 | $44,786 |
| EQUIPMENT RENTAL AND MA | $579,990 | $487,191 | $69,599 | $23,200 |
| SUPPLIES | $555,210 | $466,377 | $66,625 | $22,208 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,271,360 | TotalAmt |
| Program Services | $1,995,091 | ProgramServicesAmt |
| Management And General | $191,870 | ManagementAndGeneralAmt |
| Fundraising | $84,399 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,018,168 | TotalAmt |
| Program Services | $29,119,047 | ProgramServicesAmt |
| Management And General | $3,426,163 | ManagementAndGeneralAmt |
| Fundraising | $1,472,958 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,638,086 | BOYAmt |
| EOY | $2,951,310 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,045,137 | BOYAmt |
| EOY | $1,844,334 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,272 | BOYAmt |
| EOY | $1,932,955 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,322 | BOYAmt |
| EOY | $9,539 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,818 | BOYAmt |
| EOY | $592,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,425,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,559,528 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,071,140 | BOYAmt |
| EOY | $40,865,997 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,189,850 | BOYAmt |
| EOY | $46,018,457 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,788,529 | BOYAmt |
| EOY | $3,312,356 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,025,154 | BOYAmt |
| EOY | $97,527,148 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,961,601 | BOYAmt |
| EOY | $5,756,355 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,651,219 | BOYAmt |
| EOY | $8,061,696 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,773,884 | BOYAmt |
| EOY | $17,249,246 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,386,704 | BOYAmt |
| EOY | $31,067,297 | 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 | $20,918,814 | BOYAmt |
| EOY | $42,619,552 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,719,636 | BOYAmt |
| EOY | $23,840,299 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,638,450 | BOYAmt |
| EOY | $66,459,851 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,025,154 | BOYAmt |
| EOY | $97,527,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,784,733 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,865,269 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,171,399 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $8,429,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,804,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,841,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,713,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,809,667 | CurrentTaxYearAmt |
| Total | $74,599,699 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,429,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,804,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,841,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,713,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,809,667 | CurrentTaxYearAmt |
| Total | $74,599,699 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,992,164 | SubstantialContributorsTotAmt |
| Public Support Total170 | $71,607,535 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $487,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $734,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $604,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $306,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $392,863 | CurrentTaxYearAmt |
| Total | $2,525,975 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $427,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $380,422 | CurrentTaxYearMinus3YearsAmt |
| Total | $807,456 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,585,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,788,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,813,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $676,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $505,521 | CurrentTaxYearAmt |
| Total | $6,369,230 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $84,302,360 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $109,003,023 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76090 | 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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $101,041 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $101,041 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,444,169 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,545,210 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $210 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,220 | CurrentYearMinus1Amt |
| Current Year | $101,041 | CurrentYearAmt |
| Total | $103,471 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $44 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,904 | CurrentYearMinus1Amt |
| Total | $1,948 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Contri | $10,000 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | -$130,054 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $154,355 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,133,053 | BeginningYearBalanceAmt |
| Contributions | $15,112 | ContributionsAmt |
| Investment Earnings Or Losses | $2,870,028 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,736 | OtherExpendituresAmt |
| End Year Balance | $25,895,457 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,857,094 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $499,728 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $238,769 | OtherExpendituresAmt |
| End Year Balance | $23,133,053 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,023,426 | BeginningYearBalanceAmt |
| Contributions | $20,377 | ContributionsAmt |
| Investment Earnings Or Losses | $3,242,609 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $429,318 | OtherExpendituresAmt |
| End Year Balance | $22,857,094 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,773,026 | BeginningYearBalanceAmt |
| Contributions | $758,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$840,824 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $666,776 | OtherExpendituresAmt |
| End Year Balance | $20,023,426 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,579,132 | BeginningYearBalanceAmt |
| Contributions | $14,991 | ContributionsAmt |
| Investment Earnings Or Losses | $2,302,359 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $123,456 | OtherExpendituresAmt |
| End Year Balance | $20,773,026 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,235 | OtherCostOrOtherBasisAmt |
| Book Value | $50,235 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,480,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,608,741 | DepreciationAmt |
| Book Value | $30,871,784 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,676,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,343,951 | DepreciationAmt |
| Book Value | $2,332,533 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,436,398 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,003,714 | DepreciationAmt |
| Book Value | $6,432,684 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,781,883 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,603,122 | DepreciationAmt |
| Book Value | $1,178,761 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,865,997 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $56,137,217 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,865,269 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $296,437 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,172,610 | OtherRevenueAmt |
| Revenue Not Reported | $3,334,316 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,802,901 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,802,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,345,270 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $296,437 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $30,665 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $327,102 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,018,168 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,018,168 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO GENERATE EARNINGS TO SUPPORT VARIOUS MISSION RELATED PROGRAMS PER INTENT OF NAMED ENDOWMENT FUND AND GENERAL ADMINISTRATION. |
| PART X, LINE 2: | THE AQUARIUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE AQUARIUM HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATION AS TO WHAT INCOME IS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE AQUARIUM HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE AQUARIUM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE AQUARIUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,211. GAIN ON VALUATION OF PENSION LIABILITY 24,125. NET CHANGE IN BENEFICIAL TRUST 508,826. GAIN ON VALUATION OF NON-QUALIFIED PENSION LIABILITY 638,448. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,211. MARINE LIFE CENTER EXPENSES 29,454. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $9,850 |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $10,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | $39,539 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $38,100 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $13,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $110,891 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $110,891 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (11 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | THIS PROJECT WILL BE THE FIRST STUDY THAT AIMS TO CHARACTERISE THE ARTISANAL FISHERIES TARGETING SHARK-LIKE RAYS AND OTHER THREATENED ELASMOBRANCH SPECIES AND FURTHER GARNER GRASSROOTS SUPPORT FOR THEIR CONSERVATION. | $8,400 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA | THROUGH THIS PROJECT, AFRICAN CHELONIAN INSTITUTE WILL CONTINUE THEIR STRANDING SURVEYS, IMPLEMENT A COUNTRY-WIDE RESCUE RESPONSE FOR CALL-IN STRANDING'S, AND BUILD THE FIRST SEA TURTLE REHABILITATION AND RESCUE CENTER IN WESTERN AFRICA. | $9,700 | WIRE TRANSFER | $0 |
| EAST ASIA AND THE PACIFIC | THIS PROJECT WILL INFORM THE COMMUNITY ON THE RESULTS OF THE RESEARCH, AND FACILITATE RELATIONSHIPS FOR FUTURE PROJECT ACTIVITIES, INCLUDING BY-CATCH MITIGATION OF SNUBFIN DOLPHINS. | $8,310 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA | THIS PROJECT WILL BE THE FIRST QUANTITATIVE THREAT ASSESSMENTS FOR THE AFRICAN MANATEE IN SENEGAL AND FOUR OTHER WEST AND CENTRAL AFRICAN COUNTRIES. | $10,000 | WIRE TRANSFER | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | TO PROTECT SAWFISHES IN CUBA, THIS PROJECT WILL WORK TO GATHER BASIC INFORMATION ABOUT THEIR PRESENCE AND DISTRIBUTION, IMPROVE EFFECTIVENESS OF THEIR LEGAL PROTECTION IN CUBA, AND INCLUDE THEM IN THE PLAN OF ACTION TO GUIDE CONSERVATION ISSUES OF THESE CRITICALLY ENDANGERED SPECIES. | $9,656 | WIRE TRANSFER | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | SUPPORT SEA TURTLE MONITORING PROGRAM WHICH AIMS TO EVALUATE CONSERVATION EFFORTS IN GUATEMALA WITHIN THE FRAMEWORK OF THE NATIONAL SEA TURTLE STRATEGY AND THE INTERAMERICAN SEA TURTLE CONVENTION WITH SPECIAL EMPHASIS ON THE EGG CONSERVATION QUOTA. | $10,000 | WIRE TRANSFER | $0 |
| SOUTH ASIA | THIS FUNDING WILL PROVIDE ESSENTIAL SUPPORT TO THE RUNNING OF THE BLUE RESOURCES TRUST SRI LANKA ELASMOBRANCH PROJECT (BRT-SLEP). SLEP WAS FORMALLY ESTABLISHED IN AUGUST 2017 (BUILDING UPON THE MANTA AND MOBULA RAY DATASET SPANNING BACK TO 2010) AND IS SRI LANKA'S FIRST SYSTEMATIC, LONG-TERM STUDY COLLECTING DATA ON SHARKS AND RAYS. | $10,000 | WIRE TRANSFER | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | PROVIDE NECESSITIES THAT INCLUDE DRINKING WATER, TENTS, TARPS, SOLAR POWERED LANTERNS FOR LIGHTING AND CHARGING CELL PHONES, AMONG OTHER ITEMS AFTER EARTHQUAKE. IT IS URGENT WE SUPPORT THESE LOCAL FISHERS TO ENSURE THEIR SURVIVAL AND LONG-TERM COMMITMENT TO CONTINUE HELPING US PROTECT HAITI'S ENDANGERED MARINE MEGAFAUNA. | $19,883 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA | THIS PROPOSAL SEEKS FUNDING FROM MCAF TO SUPPORT A FIRST-TIME INVESTIGATION OF THE CAUSES AND COST OF CONFLICT IN BILLFISH FISHERIES ALONG THE KENYA COAST. | $10,000 | WIRE TRANSFER | $0 |
| EAST ASIA AND THE PACIFIC | GATHER INFORMATION ON HOW THE ALTERNATIVE LIVELIHOOD INTERVENTION HAS AFFECTED THE SOCIO-ECONOMIC CONDITIONS AND HUMAN WELLBEING IN LAMAKERA COMMUNITY TO UNDERSTAND HOW THIS WILL BE ESSENTIAL TO IMPROVE CURRENT AND FUTURE ALTERNATIVE LIVELIHOOD INTERVENTIONS, AND TO ENSURE THAT CONSERVATION IS ETHICAL AND RESPECTS THE RIGHTS OF LOCAL PEOPLE AND VULNERABLE COMMUNITIES. | $5,092 | WIRE TRANSFER | $0 |
| SOUTH AMERICA | PROVIDE LOCAL COMMUNITIES WITH THE SKILLS REQUIRED TO SUCCESSFULLY PROTECT THE GREENBACK PARROTFISH (SCARUS TRISPINOSUS) AND THEREBY MANAGE THEIR FISHERY RESOURCES IN A MORE SUSTAINABLE MANNER. | $9,850 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION REQUIRES PERIODIC FINANCIAL AND PROGRAMMATIC REPORTS, ALONG WITH SUPPORTING DOCUMENTS AND THE IDENTIFICATION OF PROGRAM ACHIEVEMENTS |
| PART III ACCOUNTING METHOD: |
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
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTSMARKETING SERVICES INC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 KING ST EAST STE 500 | AddressLine1Txt |
| City | TORONTO | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | M5A 4L5 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $258,535 | GrossReceiptsAmt |
| Retained By Contractor | $124,925 | RetainedByContractorAmt |
| Net To Organization | $129,866 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $258,535 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $124,925 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $129,866 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPRUILL VERONIQUE N | ||||||||||||||
| PRESIDENT/CEO | $424,606 | $0 | $16,000 | $0 | $1,980 | $0 | $1,129 | $0 | $0 | $0 | $443,715 | $0 | $0 | $0 |
| P ERIC KRAUSS | ||||||||||||||
| EXECUTIVE VP CFO & COO | $289,934 | $0 | $500 | $0 | $1,290 | $0 | $7,826 | $0 | $34,518 | $0 | $334,068 | $0 | $0 | $0 |
| MATUS SUZANNE L | ||||||||||||||
| VP, MARKETING & COMM | $253,671 | $0 | $500 | $0 | $428 | $0 | $2,886 | $0 | $5,093 | $0 | $262,578 | $0 | $0 | $0 |
| CLAYTON LEIGH A | ||||||||||||||
| VP, ANIMAL CARE | $235,365 | $0 | $500 | $0 | $615 | $0 | $0 | $0 | $7,250 | $0 | $243,730 | $0 | $0 | $0 |
| MUSIOL JR RICHARD A | ||||||||||||||
| VP, EXTERNAL RELATIONS | $224,671 | $0 | $500 | $0 | $438 | $0 | $3,099 | $0 | $7,250 | $0 | $235,958 | $0 | $0 | $0 |
| MANDELMAN JOHN W | ||||||||||||||
| VP, CTR OCN LFE & CHF SCI | $181,764 | $0 | $500 | $0 | $401 | $0 | $4,885 | $0 | $22,840 | $0 | $210,390 | $0 | $0 | $0 |
| FONTES KIMBERLY A | ||||||||||||||
| CHIEF OF STAFF | $181,827 | $0 | $8,000 | $0 | $459 | $0 | $3,165 | $0 | $0 | $0 | $193,451 | $0 | $0 | $0 |
| WONG PATRICIA | ||||||||||||||
| AVP, FINANCE & CONTROLLER | $146,770 | $0 | $500 | $0 | $891 | $0 | $9,942 | $0 | $25,240 | $0 | $183,343 | $0 | $0 | $0 |
| REDFERN JESSICA V | ||||||||||||||
| SENIOR SCIENTIST | $128,149 | $0 | $500 | $0 | $260 | $0 | $1,721 | $0 | $21,919 | $0 | $152,549 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE $16K BONUS PAID TO THE CEO WAS A BOARD APPROVED AND WAS PARTIAL PAYMENT OF THE 2019 ELIGIBLE BONUS THAT WAS SUSPENDED FOR PAYMENT IN 2020 A RESULT OF THE PANDEMIC AND CONDITIONS OF THE BUSINESS BUT PAYABLE IN 2021. THE $8K BONUS FOR THE CHIEF OF STAFF IS MADE UP OF $7.5 BONUS BASED ON PERFORMANCE AND $500 AS PART OF THE AQUARIUM WIDE ONE-TIME BONUS PAYMENT FOR ALL EMPLOYEES AT A CELEBRATION EVENT CALLED THANK YOU COD WHERE EMPLOYEES WERE RECOGNIZED FOR THEIR CONTRIBUTION AND RECEIVED EITHER A $500 OR $250 ONE-TIME BONUS PAYMENT BASED ON THEIR POSITION IN THE ORGANIZATION AND SCHEDULED HOURS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM ISSUE SERIES 2012 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042297514 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2012-11-01 | BondIssuedDt |
| Issue Price | $19,730,000 | IssuePriceAmt |
| Purpose | SEE SCHEDULE O | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $19,385,000 | RetiredAmt |
| Total Proceeds | $19,730,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $345,000 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| 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 | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: NEW ENGLAND AQUARIUM ISSUE SERIES 2012 DATE THE REBATE COMPUTATION WAS PERFORMED: 11/01/2017 |
| SCHEDULE K, PART VI | THE PURPOSE OF THIS BOND ISSUE WAS TO REFINANCE THE OUTSTANDING PRINCIPAL AMOUNT OF A LOAN MADE BY THE MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO THE ORGANIZATION FROM THE PROCEEDS OF THE AUTHORITY'S REVENUE BONDS, NEW ENGLAND AQUARIUM ISSUE SERIES 2007. A PORTION OF THE PROCEEDS OF THIS BOND ISSUE WAS ALSO USED TO PAY COSTS OF ISSUING THE BOND. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,243,206 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN PART I, COLUMN (B), REPRESENTS THE NUMBER OF CONTRIBUTIONS OF GIFTS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS BUT DOES NOT HAVE STOCKHOLDERS. MEMBERSHIP AT THE AQUARIUM PROVIDES LIMITED BENEFITS SUCH AS UNLIMITED VISITATION TO OUR EXHIBITS AND DISCOUNTS AT THE CAFE, GIFT SHOP AND SIMONS THEATER FOR A PERIOD OF 1 YEAR. MEMBERSHIP IS A MEANS OF PROVIDING MUCH NEEDED FINANCIAL SUPPORT TO THE ORGANIZATION AND EXPOSING PEOPLE TO OUR MISSION. HOWEVER, MEMBERSHIP DOES NOT PROVIDE ENTITLEMENTS OR RIGHTS SUCH AS ELECTING INDIVIDUALS TO THE GOVERNING BODY, ANY INFLUENCE IN ESTABLISHING POLICIES, PROCEDURES OR MANAGERIAL ACTIONS OR AN OWNERSHIP STAKE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED AND REVIEWED BY INDEPENDENT PUBLIC ACCOUNTANTS WITH INFORMATION PROVIDED BY NEW ENGLAND AQUARIUM'S FINANCE DEPARTMENT. ONCE THE DOCUMENT IS CONSIDERED READY FOR REVIEW, COPIES (EXCLUDING SCHEDULE B) ARE DISTRIBUTED TO THE MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO A PREVIOUSLY SCHEDULED MEETING TO REVIEW IT. SCHEDULE B IS NOT INCLUDED FOR REVIEW IN ORDER TO RESPECT DONOR CONFIDENTIALITY AS REQUESTED BY SEVERAL DONORS. IN ADDITION TO THE FORM 990, A SUMMARY OF KEY ELEMENTS CONTAINED IN THE FORM 990 IS DISTRIBUTED TO FACILITATE THE REVIEW. A COPY OF FORM 990-T IS ALSO PROVIDED. DURING THE MEETING, THE TAX PROFESSIONAL FROM THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM AND MANAGEMENT LEADS THE COMMITTEE THROUGH THE SUMMARY DOCUMENT, PAUSING TO ADDRESS QUESTIONS AND FACILITATE DISCUSSION AS NECESSARY. MINUTES OF THE MEETING ARE PREPARED AND RETAINED AS A RECORD. ANY CHANGES RESULTING FROM THE REVIEW ARE INCORPORATED IN THE FORM 990 AND THE COMMITTEE CHAIR DISTRIBUTES THAT DOCUMENT (EXCLUDING SCHEDULE B, WHICH IS REDACTED TO HONOR THE REQUEST FOR CONFIDENTIALITY OF SEVERAL DONORS) TO THE FULL BOARD OF TRUSTEES WITH HIS/HER COMMENTS BEFORE IT IS FILED. THE FULL BOARD IS TYPICALLY GIVEN A WEEK TO TEN DAYS TO COMMENT PRIOR TO IT BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY, ALONG WITH A CERTIFICATION AND DESCRIPTION PAGE, TO OFFICERS, TRUSTEES AND SELECT MIDDLE MANAGEMENT EMPLOYEES. THEY ARE TO COMPLETE AND RETURN THE CERTIFICATION THAT THEY DO NOT HAVE ANY CONFLICT OF INTEREST OR DISCLOSE WHAT CONFLICTS THEY MAY HAVE. MANAGEMENT MONITORS THE RECEIPT OF THESE CERTIFICATIONS TO ENSURE THAT ALL ARE RETURNED AND MAINTAINED ON FILE. CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED AND A DETERMINATION IS MADE ON WHAT ACTION, IF ANY, MUST BE TAKEN TO PRESERVE GENERALLY ACCEPTED GOVERNING PRINCIPLES AND AVOID REAL AND/OR PERCEIVED CONFLICTS WHEN THE INDIVIDUAL IS EXPECTED TO VOTE OR MAKE A BUSINESS DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIR OF THE BOARD OF TRUSTEES ANNUALLY APPOINTS A COMPENSATION COMMITTEE TO REVIEW AND MAKE RECOMMENDATIONS TO THE BOARD OF TRUSTEES CONCERNING THE BASE COMPENSATION AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE CEO. THE BOARD OF TRUSTEES (OR, PURSUANT TO DELEGATED AUTHORITY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, IF THE DECISIONS ARE MADE BETWEEN MEETINGS OF THE FULL BOARD OF TRUSTEES) THEN REVIEWS AND MAKES FINAL DETERMINATIONS ON SALARY AND ANY BONUS OPPORTUNITIES AND/OR DETERMINATIONS FOR THE CEO. THE BOARD OF TRUSTEES ALSO REVIEWS AND APPROVES ANY MAJOR CHANGES IN THE BENEFIT PLANS THAT ARE APPLICABLE TO THE CEO. IT IS THE ORGANIZATION'S POLICY TO PROVIDE DIRECT COMPENSATION REVIEW PROGRAMS AND EVALUATE POTENTIAL EARNING OPPORTUNITIES THAT REFLECT THE RELATIVE SIZE AND PERFORMANCE OF THE ORGANIZATION AND THE INDUSTRY SEGMENT OF WHICH IT IS A PART AND WHICH ACCOMPLISH THE ORGANIZATION'S MISSION AND TAX-EXEMPT PURPOSE WITHOUT CAUSING ANY PART OF THE ORGANIZATION'S NET EARNINGS TO UNFAIRLY BENEFIT AN INDIVIDUAL. THE POLICY SUPPORTS AND RECOGNIZES THE CHALLENGES FACED BY THE ORGANIZATION BY PROVIDING INCREASED PAY-FOR-PERFORMANCE OPPORTUNITIES TO THE CEO. THE COMPENSATION COMMITTEE CARRIES OUT THIS REVIEW ON AN ANNUAL BASIS AND PROVIDES AN ANNUAL MEMO TO THE BOARD OUTLINING THE PROCESS BY WHICH THE COMPENSATION COMMITTEE REVIEWS THE PERFORMANCE OF THE CEO AND SETS COMPENSATION. THE COMMITTEE IS PROVIDED THE FOLLOWING INFORMATION BY THE VICE PRESIDENT AND CHIEF PEOPLE AND DIVERSITY OFFICER OF TALENT AND CULTURE FOR THE ORGANIZATION: -RELEVANT LOCAL MARKET COMPENSATION DATA FOR THE CEO FROM PUBLISHED SURVEYS OF OTHER ORGANIZATIONS. -FORM 990 COMPENSATION DATA FOR THE RELEVANT POSITIONS AT OTHER TAX-EXEMPT ORGANIZATIONS OF COMPARABLE SIZE AND COMPLEXITY BOTH WITHIN AND OUTSIDE THE CULTURAL INSTITUTIONAL SEGMENT. -COMPENSATION DATA OF CEOS OBTAINED THROUGH A NATIONAL NETWORK OF AQUARIA HUMAN RESOURCE PROFESSIONALS. -COMPENSATION DATA OF CEOS OBTAINED THROUGH A LOCAL NETWORK OF CULTURAL INSTITUTION HUMAN RESOURCE PROFESSIONALS. THE COMPENSATION COMMITTEE REVIEWS THE INFORMATION PROVIDED AND VOTES TO: SET BASE SALARY, ANNUAL BONUS AWARDS AND BONUS PERFORMANCE CRITERIA, IN LIGHT OF MARKET DATA AND THE CEO'S BACKGROUND, EXPERIENCE, SKILLS, AND JOB PERFORMANCE. THE COMPENSATION COMMITTEE THEN RECOMMENDS CEO COMPENSATION (BASE SALARY AND BONUS OPPORTUNITY) TO THE BOARD OF TRUSTEES (OR THE EXECUTIVE COMMITTEE ACTING ON BEHALF OF THE BOARD OF TRUSTEES) FOR FINAL REVIEW AND APPROVAL DURING EXECUTIVE SESSION OF THE BOARD OF TRUSTEES APRIL MEETING. THE COMPENSATION COMMITTEE ALSO REVIEWED THE CEO'S RECOMMENDATION FOR THE CFO'S 2021 BASE SALARY AND BONUS OPPORTUNITIES WHICH WAS BASED ON PERFORMANCE AND THE RESULTS OF A COMPENSATION STUDY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC BY REQUESTING THEM IN WRITING OR IN PERSON TO NEW ENGLAND AQUARIUM, CENTRAL WHARF, BOSTON, MA 02110. THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AS WELL AS UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN ON VALUATION OF PENSION LIABILITY 24,125. GAIN ON VALUATION OF NON-QUALIFIED PENSION LIABILITY 638,448. NET CHANGE IN BENEFICIAL TRUST 508,826. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM MARINE LIFE CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MILK STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223334951 | EIN |
| Primary Activities | ESTABLISH & MAINTAIN A CTR FOR THE RESCUE, TREATMENT & REHAB OF MARINE ANIM | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |