2020-08-27T10:57:26-05:00 2019-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2019-01-01 362167918 SHEDD AQUARIUM SOCIETY SHED 3126923114 1200 SOUTH LAKE SHORE DRIVE CHICAGO IL 60605 GARY GORDON CHIEF FINANCIAL OFFICER 3126923114 2020-08-24 1 LU ANN TRAPP P01506476 3122071040 2020-08-24 24.14.73.49 2020-08-24 15:11:28 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BC3C601473DBFA21F2EC98090FDE5B85B06AE70F 2019 2020-11-19 02:30:22Z BRIDGET C COUGHLIN 1200 SOUTH LAKE SHORE DRIVE CHICAGO IL 60605 82910158 0 X WWW.SHEDDAQUARIUM.ORG X 1924 IL THE SHEDD AQUARIUM SOCIETY OPERATES A PUBLIC AQUARIUM TO ENCOURAGE THE CONNECTION BETWEEN ANIMALS AND GUESTS THROUGH EXHIBITS AND EDUCATION PROGRAMS WITH THE GOAL OF PROMOTING AQUATIC CONSERVATION. 48 47 640 848 0 0 22255226 29817046 38864857 39480029 1122009 2847477 3095648 1627702 65337740 73772254 223982 133582 0 0 28474865 29131881 250120 369338 3951418 33961786 31594606 62910753 61229407 2426987 12542847 410815310 462402384 28682347 28472278 382132963 433930106 X 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. 0 0 33073080 47000 37859077 CONSERVATION EDUCATION: SINCE WE OPENED OUR DOORS IN 1930, SHEDD AQUARIUM HAS PROVIDED MORE THAN 117 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. WE KNOW 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. THE AQUARIUM 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 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 THE BAHAMAS. 13178688 0 ANIMAL CARE: SHEDD AQUARIUM IS HOME TO ONE OF THE WORLD'S LARGEST AND MOST DIVERSE AQUATIC COLLECTIONS - MORE THAN 32,000 REPRESENTING OVER 1,500 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 PREVENTIVE 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 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. 2744755 86582 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 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. 48996523 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 87 0 1 640 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 48 47 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL AL AK AR CA CO CT DC FL GA HI KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VI WA WV WI X X GARY GORDON 3126922727 1200 SOUTH LAKE SHORE DRIVE CHICAGO IL 60605 BRIDGET COUGHLIN PRESIDENT/CEO 45.00 0.00 X X 566680 0 60272 JOSEPH S BRAIK TRUSTEE 1.00 0.00 X 0 0 0 MARY L BURKE TRUSTEE 1.00 0.00 X 0 0 0 PAUL J CARBONE TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM J CHASE TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH HARTIGAN CONNELLY TRUSTEE 1.00 0.00 X 0 0 0 DAVID L EPSTEIN TRUSTEE 1.00 0.00 X 0 0 0 RICHARD E ERWIN TRUSTEE 1.00 0.00 X 0 0 0 TYRONE C FAHNER TRUSTEE 1.00 0.00 X 0 0 0 DAVID FOULKES TRUSTEE 1.00 0.00 X 0 0 0 SARAH N GARVEY TRUSTEE 1.00 0.00 X 0 0 0 BRENT GLEDHILL TRUSTEE 1.00 0.00 X 0 0 0 H JOHN GILBERTSON JR TRUSTEE 1.00 0.00 X 0 0 0 ANDERS GUSTAFSSON TRUSTEE 1.00 0.00 X 0 0 0 TRACIE HAAS TRUSTEE 1.00 0.00 X 0 0 0 GAVIN D K HATTERSLEY TRUSTEE 1.00 0.00 X 0 0 0 JOHN HESSELMANN TRUSTEE 1.00 0.00 X 0 0 0 JOHN HOLMES TRUSTEE 1.00 0.00 X 0 0 0 JULIE ANDREEFF JENSEN TRUSTEE 1.00 0.00 X 0 0 0 RICHARD L KEYSER TRUSTEE 1.00 0.00 X 0 0 0 BRIAN A KENNEY TRUSTEE 1.00 0.00 X 0 0 0 THOMAS N KING TRUSTEE 1.00 0.00 X 0 0 0 DAVID J KOO TRUSTEE 1.00 0.00 X 0 0 0 ANNE E KREBS TRUSTEE 1.00 0.00 X 0 0 0 JERRY KRULEWITCH TRUSTEE 1.00 0.00 X 0 0 0 KATIE LAWLER TRUSTEE 1.00 0.00 X 0 0 0 ANNA M LIVINGSTON TRUSTEE 1.00 0.00 X 0 0 0 HARVEY L MILLER TRUSTEE 1.00 0.00 X 0 0 0 J JAY MILLER TRUSTEE 1.00 0.00 X 0 0 0 SUSAN E MORRISON TRUSTEE 1.00 0.00 X 0 0 0 ANDREW NOCELLA TRUSTEE 1.00 0.00 X 0 0 0 ELLEN L O'CONNOR TRUSTEE 1.00 0.00 X 0 0 0 GINEVRA REED RALPH TRUSTEE 1.00 0.00 X 0 0 0 JOHN F SANDNER TRUSTEE 1.00 0.00 X 0 0 0 RODD M SCHREIBER TRUSTEE 1.00 0.00 X 0 0 0 NANCY S SEARLE TRUSTEE 1.00 0.00 X 0 0 0 LLOYD A SEMPLE JR TRUSTEE 1.00 0.00 X 0 0 0 KIMBERLY SIMIOS TRUSTEE 1.00 0.00 X 0 0 0 SANDRA L SIMON TRUSTEE 1.00 0.00 X 0 0 0 ALEX SINGLA TRUSTEE 1.00 0.00 X 0 0 0 MARY S SMITH TRUSTEE 1.00 0.00 X 0 0 0 GUY E SNYDER TRUSTEE 1.00 0.00 X 0 0 0 TRACY SOUDER TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM C STEERS TRUSTEE 1.00 0.00 X 0 0 0 RICHARD J TOBIN TRUSTEE 1.00 0.00 X 0 0 0 JANE L WARNER TRUSTEE 1.00 0.00 X 0 0 0 REEVE BYRON WAUD TRUSTEE 1.00 0.00 X 0 0 0 STEVE WELLER TRUSTEE 1.00 0.00 X 0 0 0 REGINA RODRIGUEZ CHIEF DEVELOPMENT OFFICER 45.00 0.00 X 316238 0 40703 GARY GORDON CFO 45.00 0.00 X 289674 0 15962 NANCY ANSCHEL SVP - HUMAN RESOURCES 45.00 0.00 X 215145 0 32917 ROBERT WENGEL SVP - FACILITIES AND SECURITY 45.00 0.00 X 211441 0 36542 MEGHAN CURRAN SVP - MARKETING, SALES, AND GUEST RELATIONS 45.00 0.00 X 216681 0 21109 PEGGY SLOAN CHIEF OF ANIMAL OPERATIONS 45.00 0.00 X 207160 0 17522 ROBERT STEIN SVP - GUEST EXPERIENCES & COMMUNICATIONS 45.00 0.00 X 200711 0 23674 ANDREA RODGERS VP - PUBLIC RELATIONS & EXTERNAL AFFAIRS 45.00 0.00 X 167108 0 17386 CHERYL MELL SVP - CONSERVATION PARTNER 45.00 0.00 X 195924 0 21915 CHARLES KNAPP VP - CONSERVATION RESEARCH 45.00 0.00 X 153955 0 36478 GERALD PADBURY SENIOR DIRECTOR - MEMBERSHIP 45.00 0.00 X 154985 0 17452 KELLY MCLAUGHLIN-KENNEDY SENIOR DIRECTOR - PHILANTHROPIC & STRATEGIC INIT. 45.00 0.00 X 150206 0 12987 JOYCE SIMON FORMER EXEC. VP/CFO (THRU 12/2017) 0.00 X 409257 0 4739 3455165 0 359658 27 1 1 0 MONTERREY SECURITY CONSULTANT 2232 S BLUE ISLAND AVENUE CHICAGO IL 60608 SECURITY 1356941 BLACKSTONE CONSTRUCTION SERVICES INC 9N004 IL ROUTE 59 ELGIN IL 60120 CONSTRUCTION CONTRACTOR 836513 TWO BY FOUR LTD 10 N DEARBORN SUITE 1000 CHICAGO IL 60602 ADVERTISING 835293 TARGET DATA INC 626 W JACKSON BLVD SUITE 100 CHICAGO IL 60661 MARKET RESEARCH 662708 VALERIO DEWALT TRAIN ASSOCIATES INC 500 NORTH DEARBORN 9TH FLOOR CHICAGO IL 60654 ARCHITECTURAL DESIGN CONSULTANT 643982 17 6322060 1037975 4363237 18093774 1622468 29817046 ADMISSIONS 900099 35662035 35662035 EDUCATIONAL PROGRAMS 900099 2079817 2079817 FOOD SERVICE 722210 1335253 1335253 402924 175030 227894 39480029 1492664 1492664 2189849 405795 1784054 1784054 1784054 9301527 7946714 1354813 1354813 1354813 571300 1037975 785395 -214095 -214095 OTHER REVENUE 900099 57743 57743 57743 73772254 37916882 0 6038326 133582 133582 2472432 603702 1302981 565749 21036501 16040819 3386480 1609202 934980 658380 185976 90624 3036456 2248277 530637 257542 1651512 1163016 328480 160016 2405260 2317259 69948 18053 179352 40422 138930 90450 90450 6210 6210 369338 369338 284292 284292 4963175 4384218 424653 154304 1829481 1829481 3303135 2622915 238228 441992 557896 139014 387762 31120 1752567 1665736 73655 13176 851304 609656 114621 127027 80360 43928 25290 11142 495764 490685 5079 12003796 11504920 416844 82032 464818 445071 16499 3248 REPAIR AND MAINTENANCE 1247485 1171261 70263 5961 FOOD SERVICE EXPENSE 571949 571949 PROFESSIONAL DEVELOPMEN 315373 204306 105611 5456 MISCELLANEOUS EXPENSE 191939 107926 83656 357 61229407 48996523 8281466 3951418 28700962 36206276 4275273 13671177 1339337 2033690 1771907 1164265 309153433 200242563 116180414 108910870 38775062 31355782 218510057 267641687 1262298 1418637 410815310 462402384 5190874 5616738 961418 1474549 18325293 16654475 4204762 4726516 28682347 28472278 X 312486464 339017653 69646499 94912453 382132963 433930106 410815310 462402384 X 12542847 39855298 -601000 X 0 1 X 1 0 X 16252244 12635253 15231727 18377757 25819103 88316084 4099450 4077152 3930841 3877469 3997943 19982855 20351694 16712405 19162568 22255226 29817046 108298939 10807731 97491208 4234154 3421738 3546233 3962918 3682513 18847556 33696 33696 234544 155022 157472 1683728 686848 2917614 130097805 190607606 0.74940 0.80300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 6210 0 0 0 6210 0 PART II-B, LINE 1: 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 2019. X X X X 0 235913410 438126 41299875 438127 277213284 246807993 406941 -10894583 406941 235913410 214340959 175069 32460230 168267 246807991 203736411 8000 10596548 214340959 209734912 365000 -6363501 203736411 0.73200 0.04700 0.22100 0 0 104197518 56492442 47705076 138880354 90588200 48292154 62283851 53161921 9121930 3791710 3791710 108910870 PRIVATE CAPITAL 236229966 F INTEREST IN REAL ASSET FUNDS 194968 F GLOBAL FIXED INCOME 31216753 F 267641687 ACCRUED POST-RETIREMENT BENEFIT 4726516 4726516 113933450 39855298 1191190 41046488 72886962 284292 601000 885292 73772254 62136305 1191190 1191190 60945115 284292 284292 61229407 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 951 SPECIES OF FISHES AND 300 SPECIES OF INVERTABRATES. IN ADDITION THERE ARE OVER 49 SPECIES OF REPTILES, 38 SPECIES OF AMPHIBIANS, 8 SPECIES OF MAMMALS AND 13 SPECIES OF BIRDS. ALTOGETHER, THE COLLECTIONS INCLUDE 1,442 ANIMALS FROM 192 PROTECTED SPECIES. PART V, LINE 4: THE INTENDED USES OF THE ENDOWMENT ARE TO FUND GENERAL OPERATIONS, EDUCATIONAL PROGRAMS, CONSERVATION ACTIVITIES AND SPECIAL PROJECTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 785,395. RENTAL EXPENSES 405,795. PART XI, LINE 4B - OTHER ADJUSTMENTS: ACTUARIAL GAIN RELATED TO RETIREES MEDICAL PLAN 601,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 785,395. RENTAL EXPENSES 405,795. 1 NORTH AMERICA PROGRAM SERVICES CONSERVATION EDUCATION TRIPS 6100 NORTH AMERICA PROGRAM SERVICES CONFERENCE ATTENDANCE 1571 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES CONSERVATION EDUCATION TRIPS 7350 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES CONFERENCE ATTENDANCE 641 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES CONSERVATION RESEARCH TRIPS 41825 EAST ASIA AND THE PACIFIC PROGRAM SERVICES CONFERENCE ATTENDANCE 2310 SUB-SAHARAN AFRICA PROGRAM SERVICES RESEARCH, RESCUE & REHABILITIATION 4138 EUROPE PROGRAM SERVICES CONFERENCE ATTENDANCE 3870 SUB-SAHARAN AFRICA PROGRAM SERVICES CONSERVATION EDUCATION TRIPS 979 EUROPE PROGRAM SERVICES RESEARCH, RESCUE & REHABILITIATION 3225 SOUTH AMERICA PROGRAM SERVICES CONVERSATION EDUCATION TRIPS 853 EAST ASIA AND THE PACIFIC PROGRAM SERVICES CONSERVATION EDUCATION TRIPS 2077 EAST ASIA AND THE PACIFIC PROGRAM SERVICES CONSERVATION RESEARCH TRIPS 1736 SOUTH ASIA PROGRAM SERVICES CONSERVATION EDUCATION TRIPS 843 SUB-SAHARAN AFRICA PROGRAM SERVICES CONFERENCE ATTENDANCE 3761 EUROPE PROGRAM SERVICES CONSERVATION RESEARCH TRIPS 5306 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 8679052 0 0 0 0 0 0 67805 8697832 8765637 0 0 1 0 1 0 PART I, LINE 2: SHEDD REQUIRES REPORTS ON HOW FUNDS WERE EXPENDED AND ACCORDING TO PLAN AND EVALUATION OF RESULTS OF THE PROGRAM'S ACCOMPLISHMENTS. PART III ACCOUNTING METHOD: X X X X X X X 1 SCHULTZ & WILLIAMS 1617 JFK BLVD STE 1700 PHILIDELPHIA PA 19103 CONSULTING 0 1550626 81600 1469026 BLUEPRINT ADVANCEMENT LLC 825 W WISCONSIN AVE MILWAUKEE WI 53233 TELEMARKETING 0 422946 139530 283416 CAMPBELL & COMPANY 1 E WACKER DR STE 2100 CHICAGO IL 60601 CONSULTING 0 0 148208 -148208 1973572 369338 1604234 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VI WV WI TRUSTEE GALA 1459500 997000 462500 542694 BLU 149775 40975 108800 242701 1609275 1037975 571300 785395 785395 -214095 1 SOUTHERN ILLINOIS UNIVERSITY 900 S NORMAL AVENUE MC2709 CARBONDALE IL 62901 376005961 GOVT 24046 CONSERVATION RESEARCH MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 942487469 501(C)(3) 50000 CONSERVATION RESEARCH INTERNATIONAL IGUANA FOUNDATION 1989 COLONIAL PARKWAY FORT WORTH TX 76110 752954631 501(C)(3) 5500 CONSERVATION ASSOCIATION OF ZOOS & AQUARIUMS 8403 COLESVILLE ROAD SILVER SPRING MD 20910 550526930 501(C)(3) 46000 CONSERVATION 4 0 PART I, LINE 2: SHEDD REQUIRES REPORTS ON HOW FUNDS WERE EXPENDED AND ACCORDING TO PLAN AND EVALUATION OF RESULTS OF THE PROGRAM'S ACCOMPLISHMENTS. X 1 1 X X X X X 0 0 0 1 0 0 0 1 1 1 BRIDGET COUGHLIN PRESIDENT/CEO 436180 0 130500 0 0 0 36300 0 23972 0 626952 0 0 0 REGINA RODRIGUEZ CHIEF DEVELOPMENT OFFICER 286238 0 30000 0 0 0 16800 0 23903 0 356941 0 0 0 GARY GORDON CFO 259674 0 30000 0 0 0 14651 0 1311 0 305636 0 0 0 NANCY ANSCHEL SVP - HUMAN RESOURCES 209145 0 6000 0 0 0 13031 0 19886 0 248062 0 0 0 ROBERT WENGEL SVP - FACILITIES AND SECURITY 206441 0 5000 0 0 0 12842 0 23700 0 247983 0 0 0 MEGHAN CURRAN SVP - MARKETING, SALES, AND GUEST RE 201681 0 15000 0 0 0 12251 0 8858 0 237790 0 0 0 PEGGY SLOAN CHIEF OF ANIMAL OPERATIONS 205660 0 1500 0 0 0 3879 0 13643 0 224682 0 0 0 ROBERT STEIN SVP - GUEST EXPERIENCES & COMMUNICAT 185711 0 15000 0 0 0 0 0 23674 0 224385 0 0 0 ANDREA RODGERS VP - PUBLIC RELATIONS & EXTERNAL AFF 160108 0 7000 0 0 0 9700 0 7686 0 184494 0 0 0 CHERYL MELL SVP - CONSERVATION PARTNER 185924 0 10000 0 0 0 11388 0 10527 0 217839 0 0 0 CHARLES KNAPP VP - CONSERVATION RESEARCH 151955 0 2000 0 0 0 9719 0 26759 0 190433 0 0 0 GERALD PADBURY SENIOR DIRECTOR - MEMBERSHIP 154485 0 500 0 0 0 9329 0 8123 0 172437 0 0 0 KELLY MCLAUGHLIN-KENNEDY SENIOR DIRECTOR - PHILANTHROPIC & ST 149706 0 500 0 0 0 9179 0 3808 0 163193 0 0 0 JOYCE SIMON FORMER EXEC. VP/CFO (THRU 12/2017) 0 0 0 0 409257 0 0 0 4739 0 413996 0 409257 0 PART I, LINE 1A 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 WAS TREATED AS TAXABLE COMPENSATION. PART I, LINE 5 LINE 5A - A PORTION OF THE BONUSES PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A WERE CONTINGENT ON A PORTION OF THE ORGANIZATION'S REVENUES. PART I, LINE 7 PART 7A - BONUSES WERE PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A AT THE DISCRETION OF THE BOARD OF TRUSTEES AND PRESIDENT/CEO. PART I, LINE 8 THE PRESIDENT AND CEO WAS HIRED ON 4/11/2016 AND IS BEING PAID PURSUANT TO THIS INITIAL CONTRACT. SCHEDULE J, PART II THE FORMER CFO RECEIVED A LUMP SUM PAYOUT OF $409,257 FROM THE DEFERRED COMPENSATION PLAN DURING 2019. THIS AMOUNT WAS PREVIOUSLY REPORTED AS COMPENSATION ON PRIOR FORM 990S. A ILLINOIS FINANCE AUTHORITY 861091967 000000000 2019-03-14 18405000 REFUNDING/REISSUANCE 2015 BONDS 0 0 0 A 1665000 18405000 18405000 1 0 1 1 A 0 0 1 0 0 0 0 0 1 A 1 X 28 1131466 FAIR MARKET VALUE X FOOD & BEVERAGE 32 249750 FAIR MARKET VALUE X AIRLINE TICKETS 1 129579 FAIR MARKET VALUE X MISCELLANEOUS 7 92193 FAIR MARKET VALUE X MACHINERY & EQUIPMENT 1 19479 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 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 ANDERS GUSTAFSSON AND RICHARD L. KEYSER HAVE A BUSINESS RELATIONSHIP. TRUSTEES H. JOHN GILBERTSON AND RICH TOBIN 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 B, LINE 11B THE COMPLETED FORM 990, INCLUDING SCHEDULES, WAS DISTRIBUTED TO THE BOARD OF TRUSTEES. EACH TRUSTEE WAS 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, AFFILIATES, EMPLOYEES AND VOLUNTEERS 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 FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. 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 LOSS RELATED TO RETIREES MEDICAL PLAN -601,000.