MONTEREY BAY AQUARIUM FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM FOUNDATION (EIN 94-2487469)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202033169349301828
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T09:47:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CALIFORNIA STREET SUITE 2700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942487469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN DAVIS | InCareOfNm |
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 8316484800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Cannery Row | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY GRANDE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8316484800 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 4159863900 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.26.150.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94336920203165000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 84FECB16A53B9C5F794A37F2D6968FF20F819270 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 85285106D67D06EDFF820F5FFC2BA856D01BFB4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Julie Packard | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Cannery Row | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $328,478,983 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.montereybayaquarium.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE MONTEREY BAY AQUARIUM IS TO INSPIRE CONSERVATION OF THE OCEAN. SEE SCHEDULE O FOR FURTHER DETAIL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 735 | TotalEmployeeCnt |
| Total Volunteers | 1514 | TotalVolunteersCnt |
| Total Gross UBI | $184,740 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $73,934 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $58,258,026 | PYContributionsGrantsAmt |
| CY Contributions Grants | $61,820,387 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,578,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,800,570 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,858,052 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,025,524 | CYInvestmentIncomeAmt |
| PY Other Revenue | $182,058 | PYOtherRevenueAmt |
| CY Other Revenue | $988,739 | CYOtherRevenueAmt |
| PY Total Revenue | $124,876,136 | PYTotalRevenueAmt |
| CY Total Revenue | $121,635,220 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $290,580 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $968,255 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,769,739 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,276,345 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $267,615 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $245,827 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,123,820 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $49,277,567 | PYOtherExpensesAmt |
| CY Other Expenses | $47,721,232 | CYOtherExpensesAmt |
| PY Total Expenses | $96,605,501 | PYTotalExpensesAmt |
| CY Total Expenses | $98,211,659 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $28,270,635 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,423,561 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $485,041,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $541,058,075 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,393,799 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,676,490 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $461,647,479 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $521,381,585 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE MONTEREY BAY AQUARIUM IS TO INSPIRE CONSERVATION OF THE OCEAN. SEE SCHEDULE O FOR FURTHER DETAIL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $49,048,226 | ExpenseAmt |
| Grant | $566,111 | GrantAmt |
| Revenue | $52,800,570 | RevenueAmt |
| Desc | Animal care and aquarium experience - See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,132,282 | ExpenseAmt |
| Grant | $134,220 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Education and Outreach - See Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,938,952 | ExpenseAmt |
| Grant | $267,924 | GrantAmt |
| Revenue | $631,091 | RevenueAmt |
| Desc | Conservation and Science - See Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $84,119,460 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 226 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 735 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN DAVIS | PersonNm |
| Phone | 8316484800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 CANNERY ROW | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Julie Packard | |||||||||
| Executive Director | 28.0 | 0.0 | Yes (X) | Yes (X) | $331,876 | $0 | $38,214 | ||
| Cristina Fekeci | |||||||||
| Chief Development Officer | 40.0 | 0.0 | $319,595 | $0 | $40,641 | Yes (X) | |||
| Cynthia Vernon | |||||||||
| Chief Operating Officer | 40.0 | 1.0 | Yes (X) | $276,577 | $0 | $52,134 | |||
| Troy A Grande | |||||||||
| CFO & Treasurer | 40.0 | 1.0 | Yes (X) | $264,306 | $0 | $60,030 | |||
| Marian Martha Hahn | |||||||||
| Chief Marketing Officer | 40.0 | 0.0 | $231,916 | $0 | $32,925 | Yes (X) | |||
| Margaret Spring | |||||||||
| VP Con & Sci Chief Cnsrv Off | 40.0 | 0.0 | $218,618 | $0 | $44,808 | Yes (X) | |||
| Teresa Jeanine Merry | |||||||||
| Chief Human Resources Officer | 40.0 | 0.0 | $203,123 | $0 | $45,038 | Yes (X) | |||
| Nancy Enterline | |||||||||
| VP of Development | 40.0 | 0.0 | $172,545 | $0 | $54,200 | Yes (X) | |||
| Jennifer Dianto Kemmer | |||||||||
| VP of Global Ocean Initiatives | 40.0 | 0.0 | $192,058 | $0 | $34,466 | Yes (X) | |||
| Charles Aslanian | |||||||||
| VP of Facility Operations | 40.0 | 0.0 | $178,903 | $0 | $41,241 | Yes (X) | |||
| Robert Mann | |||||||||
| Director of IT | 40.0 | 0.0 | $163,666 | $0 | $49,074 | Yes (X) | |||
| Jon Hoech | |||||||||
| VP of Animal Care | 40.0 | 0.0 | $166,886 | $0 | $38,556 | Yes (X) | |||
| Jonathan Davis | |||||||||
| Controller | 40.0 | 0.0 | $168,922 | $0 | $35,973 | Yes (X) | |||
| Mary C Mullen | |||||||||
| VP of Gift Planning | 40.0 | 0.0 | $173,161 | $0 | $29,129 | Yes (X) | |||
| Rita Bell | |||||||||
| VP of Education | 40.0 | 0.0 | $159,557 | $0 | $27,156 | Yes (X) | |||
| David Rosenberg | |||||||||
| VP of Guest Experience | 40.0 | 0.0 | $167,366 | $0 | $16,565 | Yes (X) | |||
| Stephen C Neal | |||||||||
| Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dr Peter S Bing | |||||||||
| Chair Emeritus (THRU 04/2019) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tegan Acton | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Bell | |||||||||
| Trustee (THRU 06/2019) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Caldwell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Samantha Campbell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Caroline Getty | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MRC Greenwood | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mike Gupta | |||||||||
| Trustee (As of June 2019) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Landreth | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joan Lane | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Mantell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Connie Martinez | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Orr | |||||||||
| Trustee (As of March 2019) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Pietro Parravano | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Scholin | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Greg Silverman | |||||||||
| Trustee (As of June 2019) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Wan | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gideon Yu | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Louise Stephens | |||||||||
| Trustee (As of December 2019) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Wright | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,389,075 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $640,150 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 71 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Blach Construction Company | |||||
| 2244 Blach Place Ste 100 | SAN JOSE | CA | 95131 | construction | $7,785,516 |
| Impacts Research | |||||
| 41 Logan Circle | ST SIMONS ISLAND | GA | 31522 | advertising | $4,637,000 |
| Adage Technology | |||||
| 10 S Riverside Plaza | CHICAGO | IL | 60606 | web consultant | $1,269,325 |
| Hub Strategy and Communication | |||||
| 39 Mesa 212 | SAN FRANCISCO | CA | 94129 | MARKETING | $1,248,323 |
| Bogard Construction Inc | |||||
| 350 Coral St Ste A-106 | SANTA CRUZ | CA | 95060 | construction | $710,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 59 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $13,648,202 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $202,564 | GovernmentGrantsAmt |
| All Other Contributions | $47,969,621 | AllOtherContributionsAmt |
| Noncash Contributions | $1,646,842 | NoncashContributionsAmt |
| Total Contributions | $61,820,387 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ADMISSION FEES | 611600 | $45,641,037 | $45,641,037 | $0 | $0 |
| OTHER PROGRAM REVENUE | 900099 | $7,159,533 | $7,159,533 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,800,570 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,394,678 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$104,479 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,499,157 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $357,648 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $357,648 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $357,648 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $105,439 | UnrelatedBusinessRevenueAmt |
| Exclusion | $252,209 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $209,474,609 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $206,832,756 | SecuritiesAmt |
| Other | $11,007 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,641,853 | SecuritiesAmt |
| Other | -$11,007 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,630,846 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $183,780 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,447,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSING REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $631,091 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $631,091 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $631,091 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,635,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,431,661 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $184,740 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,198,432 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,118 | TotalAmt |
| Program Services | $624,118 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,516 | TotalAmt |
| Program Services | $310,516 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,621 | TotalAmt |
| Program Services | $33,621 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,014,846 | TotalAmt |
| Program Services | $1,502,427 | ProgramServicesAmt |
| Management And General | $845,899 | ManagementAndGeneralAmt |
| Fundraising | $666,520 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,918,580 | TotalAmt |
| Program Services | $29,338,355 | ProgramServicesAmt |
| Management And General | $2,799,553 | ManagementAndGeneralAmt |
| Fundraising | $1,780,672 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,785,808 | TotalAmt |
| Program Services | $2,430,672 | ProgramServicesAmt |
| Management And General | $210,268 | ManagementAndGeneralAmt |
| Fundraising | $144,868 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,742,999 | TotalAmt |
| Program Services | $5,680,126 | ProgramServicesAmt |
| Management And General | $691,390 | ManagementAndGeneralAmt |
| Fundraising | $371,483 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,814,112 | TotalAmt |
| Program Services | $2,411,221 | ProgramServicesAmt |
| Management And General | $238,781 | ManagementAndGeneralAmt |
| Fundraising | $164,110 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,021 | TotalAmt |
| Program Services | $116,875 | ProgramServicesAmt |
| Management And General | $157,042 | ManagementAndGeneralAmt |
| Fundraising | $104 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,164 | TotalAmt |
| Management And General | $204,164 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,485 | TotalAmt |
| Program Services | $206,485 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,827 | TotalAmt |
| Fundraising | $245,827 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,923 | TotalAmt |
| Management And General | $298,923 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,769,969 | TotalAmt |
| Program Services | $7,146,968 | ProgramServicesAmt |
| Management And General | $919,805 | ManagementAndGeneralAmt |
| Fundraising | $703,196 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,493,957 | TotalAmt |
| Program Services | $7,481,850 | ProgramServicesAmt |
| Management And General | $11,198 | ManagementAndGeneralAmt |
| Fundraising | $909 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,543,260 | TotalAmt |
| Program Services | $3,058,555 | ProgramServicesAmt |
| Management And General | $63,892 | ManagementAndGeneralAmt |
| Fundraising | $420,813 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,299,503 | TotalAmt |
| Program Services | $3,869,825 | ProgramServicesAmt |
| Management And General | $374,380 | ManagementAndGeneralAmt |
| Fundraising | $55,298 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,730 | TotalAmt |
| Program Services | $34,505 | ProgramServicesAmt |
| Fundraising | $225 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,138,964 | TotalAmt |
| Program Services | $6,465,301 | ProgramServicesAmt |
| Management And General | $368,960 | ManagementAndGeneralAmt |
| Fundraising | $304,703 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,239,277 | TotalAmt |
| Program Services | $1,912,483 | ProgramServicesAmt |
| Management And General | $137,726 | ManagementAndGeneralAmt |
| Fundraising | $189,068 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,642 | TotalAmt |
| Program Services | $201,544 | ProgramServicesAmt |
| Management And General | $28,462 | ManagementAndGeneralAmt |
| Fundraising | $13,636 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,941,342 | TotalAmt |
| Program Services | $10,614,956 | ProgramServicesAmt |
| Management And General | $1,280,621 | ManagementAndGeneralAmt |
| Fundraising | $45,765 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,253 | TotalAmt |
| Program Services | $532,738 | ProgramServicesAmt |
| Management And General | $10,961 | ManagementAndGeneralAmt |
| Fundraising | $3,554 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPONSORSHIPS AND GIFTS | $314,027 | $146,319 | $154,639 | $13,069 |
| MISCELLANEOUS EXPENSE | $171,715 | $171,715 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,211,659 | TotalAmt |
| Program Services | $84,119,460 | ProgramServicesAmt |
| Management And General | $8,968,379 | ManagementAndGeneralAmt |
| Fundraising | $5,123,820 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,026,554 | BOYAmt |
| EOY | $6,068,761 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,640 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,605,950 | BOYAmt |
| EOY | $22,336,021 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,310,201 | BOYAmt |
| EOY | $2,205,538 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,388,503 | BOYAmt |
| EOY | $1,914,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $328,638,716 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $174,472,366 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,693,085 | BOYAmt |
| EOY | $154,166,350 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,476,506 | BOYAmt |
| EOY | $81,535,765 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,639,451 | BOYAmt |
| EOY | $264,586,349 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,894,388 | BOYAmt |
| EOY | $8,244,810 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,041,278 | BOYAmt |
| EOY | $541,058,075 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,480,228 | BOYAmt |
| EOY | $10,179,116 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,789,909 | BOYAmt |
| EOY | $9,385,184 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,662 | BOYAmt |
| EOY | $112,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,393,799 | BOYAmt |
| EOY | $19,676,490 | 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 | $397,107,260 | BOYAmt |
| EOY | $439,327,017 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,540,219 | BOYAmt |
| EOY | $82,054,568 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,647,479 | BOYAmt |
| EOY | $521,381,585 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,041,278 | BOYAmt |
| EOY | $541,058,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,423,561 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $36,046,053 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $264,492 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,085,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,487,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,375,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,258,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,820,387 | CurrentTaxYearAmt |
| Total | $268,027,027 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,085,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,487,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,375,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,258,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,820,387 | CurrentTaxYearAmt |
| Total | $268,027,027 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $69,360,421 | SubstantialContributorsTotAmt |
| Public Support Total170 | $198,666,606 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,676,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,665,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,928,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,129,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,752,326 | CurrentTaxYearAmt |
| Total | $28,152,041 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $34,480 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $296,213,548 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $252,397,276 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67069 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73829 | 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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,052 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $204,433 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $206,485 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $97,288,709 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $97,495,194 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
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 Minus3 | $338,355 | CurrentYearMinus3Amt |
| Current Year Minus2 | $209,661 | CurrentYearMinus2Amt |
| Current Year Minus1 | $210,977 | CurrentYearMinus1Amt |
| Current Year | $206,485 | CurrentYearAmt |
| Total | $965,478 | 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 Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $105 | CurrentYearMinus2Amt |
| Current Year Minus1 | $7,321 | CurrentYearMinus1Amt |
| Current Year | $2,052 | CurrentYearAmt |
| Total | $9,478 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,228,187 | BeginningYearBalanceAmt |
| Contributions | $2,946,556 | ContributionsAmt |
| Investment Earnings Or Losses | $39,997,740 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,600,000 | OtherExpendituresAmt |
| End Year Balance | $267,572,483 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $239,831,456 | BeginningYearBalanceAmt |
| Contributions | $10,625,727 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,238,996 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,990,000 | OtherExpendituresAmt |
| End Year Balance | $233,228,187 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,825,806 | BeginningYearBalanceAmt |
| Contributions | $15,723,311 | ContributionsAmt |
| Investment Earnings Or Losses | $33,455,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,173,000 | OtherExpendituresAmt |
| End Year Balance | $239,831,456 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,401,810 | BeginningYearBalanceAmt |
| Contributions | $65,084,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,173,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,833,004 | OtherExpendituresAmt |
| End Year Balance | $196,825,806 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $131,038,945 | BeginningYearBalanceAmt |
| Contributions | $1,009,663 | ContributionsAmt |
| Investment Earnings Or Losses | -$422,798 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,224,000 | OtherExpendituresAmt |
| End Year Balance | $127,401,810 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85690 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10490 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03820 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,797,822 | OtherCostOrOtherBasisAmt |
| Book Value | $24,797,822 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $202,529,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,672,591 | DepreciationAmt |
| Book Value | $101,857,400 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,850,528 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,864,729 | DepreciationAmt |
| Book Value | $6,985,799 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,460,375 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,935,046 | DepreciationAmt |
| Book Value | $20,525,329 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $154,166,350 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY FUND | $138,215,604 | F |
| BOND FUNDS | $49,613,301 | F |
| HEDGE FUNDS | $27,342,181 | F |
| NONMARKETABLE INVESTMENTS | $49,415,263 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $264,586,349 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITY PAYMENT LIABILITY | Desc |
| Amt | $112,190 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $112,190 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4: THE EARNINGS OF THE AQUARIUM'S ENDOWMENT FUNDS SUPPORT EDUCATION AND CONSERVATION PROGRAMS AND THE MISSION OF THE AQUARIUM. |
| FIN 48 (ASC 740) FOOTNOTE | SCHEDULE D, PART X, LINE 2: THE FOLLOWING FOOTNOTE APPEARED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR BOTH MONTEREY BAY AQUARIUM FOUNDATION AND MONTEREY BAY AQUARIUM SUPPORT SERVICES ("MBASS"), A RELATED ORGANIZATION: THE MONTEREY BAY AQUARIUM FOUNDATION AND MBASS FOLLOW GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE MONTEREY BAY AQUARIUM FOUNDATION AND MBASS ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THEY ARE ALSO EXEMPT FROM CALIFORNIA STATE FRANCHISE TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE MONTEREY BAY AQUARIUM FOUNDATION AND MBASS HAVE PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE MONTEREY BAY AQUARIUM FOUNDATION AND MBASS HAVE DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | Conferences/Consults | $5,930 |
| East Asia and the Pacific | Program Services | Conferences/Consults | $212,161 |
| Europe (Including Iceland and Greenland) | Program Services | Conferences/Consults | $107,436 |
| Middle East and North Africa | Program Services | Conferences/Consults | $4,012 |
| North America | Program Services | Conferences/Consults | $20,635 |
| South America | Program Services | Conferences/Consults | $21,260 |
| South Asia | Program Services | Conferences/Consults | $5,629 |
| Sub-Saharan Africa | Program Services | Conferences/Consults | $1,506 |
| North America | Grantmaking | $33,621 | |
| Central America and the Caribbean | Investments | $27,342,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $27,754,371 | SubtotalSpentAmt |
| Total Spent | $27,754,371 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Purpose Of Grant | Migratory movement, Ecology & Conservation of Rays in Gulf of California | PurposeOfGrantTxt |
| Cash Grant | $33,621 | CashGrantAmt |
| Manner Of Cash Disbursement | wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE UNITED STATES | SCHEDULE F, PART I, LINE 2: THE AQUARIUM REQUIRES POTENTIAL GRANT RECIPIENTS TO SUBMIT FORMAL APPLICATIONS WHICH ARE REVIEWED BY THE PROGRAM MANAGER FOR CONSISTENCY WITH THE AQUARIUM'S MISSION AND COMPLIANCE WITH THE ANNUAL BUDGET. FURTHERMORE, THE AQUARIUM REQUIRES A WRITTEN REPORT FROM THE GRANTEE PROVIDING DETAIL ABOUT HOW FUNDS WERE USED TO ACCOMPLISH THE GRANT OBJECTIVES. REPORTS ARE REVIEWED BY THE PROGRAM MANAGER FOR COMPLIANCE WITH GRANT CONDITIONS. |
| PURPOSES OF GRANTS | SCHEDULE F, PART II, COLUMN D GRANT OF $33,621 - MIGRATORY MOVEMENT, ECOLOGY & CONSERVATION OF RAYS IN GULF OF CALIFORNIA |
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 |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Gross ReceiptsGrossReceiptsAmt |
|---|---|---|---|---|---|---|---|---|
| Feldstein Co LLC | ||||||||
| 601 Skokie Blvd Suite 103 | Northbrook | IL | 60063 | Consulting MARKETING | false | $162,000 | -$162,000 | |
| S D A Teleservices | ||||||||
| 57 West Century Blvd Ste 300 | Los Angeles | CA | 90045 | Telemarket | false | $83,827 | $84,163 | $167,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $167,990 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $245,827 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$77,837 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MONTEREY BAY FISHERIES TRUST | |||||||
| 99 PACIFIC STREET SUITE 575C | MONTEREY | CA | 93940 | 471978379 | 501(c)(3) | $54,436 | Grants funded for fishing conservation |
| Monterey Bay Aquarium Research Institute | |||||||
| 7700 SANDHOLDT ROAD | MOSS LANDING | CA | 95039 | 770150580 | 501(c)(3) | $500,000 | Support for research and outreach projects |
| CA STATE UNIVERSITY LONG BEACH | |||||||
| 6300 ST UNI STE 332 | LONG BEACH | CA | 90815 | 931150363 | 115 | $14,920 | Support rapid response team white shark tagging |
| UC SANTA CRUZ | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | 941539563 | 115 | $27,500 | Fund research and tag mobula rays |
| SAN JOSE STATE RESEARCH FOUNDATION | |||||||
| 210 N FOURTH STREET 4TH FLR | SAN JOSE | CA | 95112 | 946017638 | 501(c)(3) | $9,926 | Validating age & growth of fish Mexican waters |
| COLBY COLLEGE | |||||||
| 4120 MAYFLOWER HILL | WATERVILLE | ME | 04901 | 010211497 | 501(C)(3) | $17,336 | Blue Fin Tuna data mining |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWSHIP | 3 | $171,296 |
| Individual Scholarship | 31 | $31,950 |
| Teacher Stipends | 107 | $107,270 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2: THE AQUARIUM REQUIRES POTENTIAL GRANT RECIPIENTS TO SUBMIT FORMAL APPLICATIONS WHICH ARE REVIEWED BY THE PROGRAM MANAGER FOR CONSISTENCY WITH THE AQUARIUM'S MISSION AND COMPLIANCE WITH THE ANNUAL BUDGET. FURTHERMORE, THE AQUARIUM REQUIRES A WRITTEN REPORT FROM THE GRANTEE PROVIDING DETAIL ABOUT HOW FUNDS WERE USED TO ACCOMPLISH THE GRANT OBJECTIVES. REPORTS ARE REVIEWED BY THE PROGRAM MANAGER FOR COMPLIANCE WITH GRANT CONDITIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julie Packard | ||||||||||||||
| Executive Director | $328,740 | $0 | $382 | $0 | $2,754 | $0 | $28,000 | $0 | $11,933 | $0 | $371,809 | $0 | $0 | $0 |
| Troy A Grande | ||||||||||||||
| CFO & Treasurer | $262,397 | $0 | $764 | $0 | $1,145 | $0 | $27,188 | $0 | $34,788 | $0 | $326,282 | $0 | $0 | $0 |
| Cynthia Vernon | ||||||||||||||
| Chief Operating Officer | $271,860 | $0 | $764 | $0 | $3,953 | $0 | $27,908 | $0 | $25,938 | $0 | $330,423 | $0 | $0 | $0 |
| Cristina Fekeci | ||||||||||||||
| Chief Development Officer | $309,374 | $0 | $5,764 | $0 | $4,457 | $0 | $28,000 | $0 | $14,698 | $0 | $362,293 | $0 | $0 | $0 |
| Marian Martha Hahn | ||||||||||||||
| Chief Marketing Officer | $230,649 | $0 | $764 | $0 | $503 | $0 | $23,236 | $0 | $11,513 | $0 | $266,665 | $0 | $0 | $0 |
| Margaret Spring | ||||||||||||||
| VP Con & Sci Chief Cnsrv Off | $216,502 | $0 | $764 | $0 | $1,352 | $0 | $22,282 | $0 | $24,318 | $0 | $265,218 | $0 | $0 | $0 |
| Teresa Jeanine Merry | ||||||||||||||
| Chief Human Resources Officer | $200,656 | $0 | $754 | $0 | $1,713 | $0 | $20,862 | $0 | $25,923 | $0 | $249,908 | $0 | $0 | $0 |
| Charles Aslanian | ||||||||||||||
| VP of Facility Operations | $167,176 | $0 | $9,801 | $0 | $1,926 | $0 | $17,656 | $0 | $25,048 | $0 | $221,607 | $0 | $0 | $0 |
| David Rosenberg | ||||||||||||||
| VP of Guest Experience | $165,650 | $0 | $1,508 | $0 | $208 | $0 | $16,565 | $0 | $1,436 | $0 | $185,367 | $0 | $0 | $0 |
| Nancy Enterline | ||||||||||||||
| VP of Development | $171,099 | $0 | $754 | $0 | $692 | $0 | $18,358 | $0 | $37,432 | $0 | $228,335 | $0 | $0 | $0 |
| Jon Hoech | ||||||||||||||
| VP of Animal Care | $165,509 | $0 | $754 | $0 | $623 | $0 | $17,078 | $0 | $22,971 | $0 | $206,935 | $0 | $0 | $0 |
| Jennifer Dianto Kemmerly | ||||||||||||||
| VP of Global Ocean Initiatives | $181,845 | $0 | $9,965 | $0 | $248 | $0 | $18,811 | $0 | $17,282 | $0 | $228,151 | $0 | $0 | $0 |
| Mary C Mullen | ||||||||||||||
| VP of Gift Planning | $171,588 | $0 | $0 | $0 | $1,573 | $0 | $17,381 | $0 | $13,017 | $0 | $203,559 | $0 | $0 | $0 |
| Jonathan Davis | ||||||||||||||
| Controller | $166,363 | $0 | $1,931 | $0 | $628 | $0 | $17,159 | $0 | $20,301 | $0 | $206,382 | $0 | $0 | $0 |
| Robert Mann | ||||||||||||||
| Director of IT | $161,517 | $0 | $1,931 | $0 | $218 | $0 | $15,832 | $0 | $34,727 | $0 | $214,225 | $0 | $0 | $0 |
| Rita Bell | ||||||||||||||
| VP of Education | $150,918 | $0 | $6,600 | $0 | $2,039 | $0 | $15,404 | $0 | $12,915 | $0 | $187,876 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | GROSS-UP PAYMENTS AND HEALTH CLUB DUES: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART I, LINE 1A AS PART OF THE AQUARIUM'S WELLNESS PROGRAM, ALL EMPLOYEES (INCLUDING THE LISTED EMPLOYEES IN PART VII, SECTION A) ARE ELIGIBLE TO RECEIVE A MONTHLY SUBSIDY OF $25 FOR FITNESS CENTER DUES IF THE EMPLOYEE MEETS CERTAIN WELLNESS PROGRAM REQUIREMENTS. SINCE THIS TYPE OF SUBSIDY IS CONSIDERED A TAXABLE FRINGE BENEFIT, THE AQUARIUM GROSSES-UP THESE SUBSIDIES TO COVER THE EMPLOYEE'S TAXES. SUCH PAYMENTS WERE TREATED AS TAXABLE INCOME ON THE EMPLOYEE'S FORM W-2 AND REPORTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN B(III). ADDITIONALLY, CERTAIN EMPLOYEES RECEIVED TAX GROSS-UP PAYMENTS FOR SMALL APPRECIATION GIFTS RECEIVED DURING THE COURSE OF THE 2019 CALENDAR YEAR. SUCH PAYMENTS WERE TREATED AS TAXABLE INCOME ON THE EMPLOYEE'S FORM W-2 AND REPORTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN B(II). | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 83 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,614,614 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,228 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART I, LINE 1 AND FORM 990, PART III, LINE 1 THE MISSION OF THE MONTEREY BAY AQUARIUM IS TO INSPIRE CONSERVATION OF THE OCEAN. MILLIONS OF PEOPLE DRAW INSPIRATION FROM THE AQUARIUM AND LOOK TO US TO ADVOCATE FOR OCEAN WILDLIFE. CELEBRATING 35 YEARS THE AQUARIUMS IMPACT REACHED FARTHER THAN EVER IN 2019, AND IN LASTING WAYS. FROM THE OPENING OF OUR NEW BECHTEL FAMILY CENTER FOR OCEAN EDUCATION AND LEADERSHIP TO OUR SEAFOOD WORK AROUND THE GLOBE AND POLICY INITIATIVES ADDRESSING THE GREATEST THREATS TO OCEAN HEALTH, WE ARE MAKING A REAL DIFFERENCE. PROGRAM SERVICE ACCOMPLISHMENT DESCRIPTION FORM 990 PART III LINE 4A ANIMAL CARE AND AQUARIUM EXPERIENCE ANIMAL CARE AND AQUARIUM EXPERIENCE EXPENSES OF $49,048,226 INCLUDE THE COST OF OPERATING AND MAINTAINING THE AQUARIUM'S LIVING EXHIBIT GALLERIES AND PROVIDING A HIGH-QUALITY EXPERIENCE FOR THE 1.9 MILLION PEOPLE WHO VISITED THE AQUARIUM IN 2019. AT OUR HEART, THE MONTEREY BAY AQUARIUM IS A PLACE FOR PEOPLE OF ALL BACKGROUNDS AND AGES TO DISCOVER AND FALL IN LOVE WITH OCEAN LIFE. FOR 35 YEARS, WE'VE CREATED EXCEPTIONAL LIVING EXHIBITS, ACHIEVING MANY "FIRSTS" ALONG THE WAY, WHILE PROVIDING SUPERLATIVE ANIMAL CARE AND DEVELOPING NEW WAYS TO CONNECT WITH VISITORS FROM AROUND THE WORLD. OFTEN THIS TAKES THE FORM OF IMPROVEMENTS TO EXHIBITS AND NEW ADVANCES IN RAISING ANIMALS. WE CONTINUE TO BUILD ON OUR WORK WITH EXHIBIT ANIMALS LIKE SEA OTTERS AND AFRICAN PENGUINS TO MAKE A DIFFERENCE FOR THEIR KIN IN THE WILD. AND WE LOOK FOR BETTER WAYS TO WELCOME OUR GUESTS, SUCH AS THROUGH OUR NEW BLENDED LANGUAGE PROGRAMS AND SPANISH-SPEAKING "NATURALISTAS" WHO SERVE A GROWING NUMBER OF LATINX VISITORS. ABOVE ALL, WE CONTINUE TO STRETCH THE LIMITS OF THE POSSIBLE. THAT'S ESPECIALLY TRUE OF OUR COLLABORATION WITH THE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE (MBARI) TO IMAGINE AND CREATE A LIVING DEEP-SEA EXHIBITION THAT OPENS IN 2022. THE NEW EXHIBITION WILL SHOWCASE OUR PLANET'S LARGEST LIVING SPACE, THE REMARKABLE CREATURES THAT LIVE THERE - AND THE ADVANCES IN SCIENCE AND ENGINEERING NEEDED TO UNDERSTAND AND PROTECT THE DEEP OCEAN. WE TOUCH THE HEARTS OF MILLIONS EACH YEAR THROUGH OUR EXHIBITS AND INSPIRING SETTING ON MONTEREY BAY. IT'S THE FOUNDATION OF ALL WE DO TO ENGAGE OUR COMMUNITY TO PROTECT THE OCEAN PLANET ON WHICH OUR FUTURE DEPENDS. CHICK, CHICK, HOORAY! NEW PENGUINS HATCH OUR SPLASH ZONE COLONY OF 18 AFRICAN PENGUINS IS A FAVORITE OF MEMBERS AND VISITORS ALIKE - AT THE AQUARIUM AND ON OUR STREAMING PENGUIN CAM - ESPECIALLY WHEN THERE ARE PENGUIN CHICKS TO FOLLOW AS THEY GROW UP. SINCE 2014, WE'VE HELPED RAISE 10 CHICKS, INCLUDING 2019 HATCHLINGS TULE AND PIPER. WE INVITE THE PUBLIC TO HELP US NAME THE CHICKS, WHICH HELPS GET MORE PEOPLE INTERESTED AND INVOLVED IN PROTECTING THIS ENDANGERED SPECIES. OUR BIRDS ARE MORE THAN CHARMING; THEY'RE PART OF A COLLABORATIVE SURVIVAL PLAN FOR THEIR SPECIES. MANAGED BY THE ASSOCIATION OF ZOOS AND AQUARIUMS (AZA), THE PROGRAM MAINTAINS THE GENETIC HEALTH OF MORE THAN 800 AFRICAN PENGUINS AT 50 AZA-ACCREDITED ZOOS AND AQUARIUMS. CONNECTING WITH A NEW GENERATION OF VISITORS CALIFORNIA IS MORE CULTURALLY DIVERSE NOW THAN WHEN THE AQUARIUM OPENED, AND OUR STAFF, VOLUNTEERS AND PROGRAMMING REFLECT THOSE CHANGES. TODAY, 39 PERCENT OF CALIFORNIANS IDENTIFY AS LATINX - AS DO MORE THAN A QUARTER OF AQUARIUM VISITORS. WE'VE LONG OFFERED BILINGUAL EXHIBIT LABELS, PRINTED MATERIALS AND ONLINE INFORMATION IN ENGLISH AND SPANISH, AND WE EMPLOY TALENTED BILINGUAL STAFF ACROSS AQUARIUM DEPARTMENTS. IN 2019, TO CREATE AN EVEN MORE WELCOMING ENVIRONMENT, WE ADDED "BLENDED LANGUAGE" PRESENTATIONS INCORPORATING BOTH LANGUAGES THAT WE OFFER WHEN WE HOST LARGE NUMBERS OF GUESTS FOR WHOM SPANISH IS A PRIMARY LANGUAGE. WE'VE ALSO TRAINED BILINGUAL "NATURALISTA" VOLUNTEER GUIDES - WHO INTERPRET AQUARIUM EXHIBITS, ANIMALS AND CONSERVATION TOPICS IN SPANISH - TO LEAD BILINGUAL TOURS, FACILITATE FREE TO LEARN PROGRAMS FOR CLIENTS OF SOCIAL SERVICE ORGANIZATIONS, AND PRESENT TO VISITORS THROUGHOUT THE YEAR. WITH THEIR HELP, WE'RE REACHING LATINX VISITORS IN MEANINGFUL WAYS THAT ADVANCE OUR MISSION TO INSPIRE CONSERVATION OF THE OCEAN. A TRIBUTE TO OUR LONG-LIVED WILLET WE HONOR THE PASSING OF OUR BELOVED WILLET, A SHOREBIRD THAT LIVED IN OUR AVIARY FOR 32 YEARS AND PASSED AWAY ON OCTOBER 21, 2019 - ONE DAY AFTER OUR 35TH ANNIVERSARY. HER STOIC AND CONFIDENT NATURE PLACED HER AT THE TOP OF THE AVIARY HIERARCHY, AND SHE WAS A MODERATING PRESENCE FOR THE OTHER SHOREBIRDS. HER LIFE WAS AN EXTRAORDINARY TRIBUTE TO THE CARE SHE RECEIVED AT THE AQUARIUM. OUR AVICULTURE STAFF, VOLUNTEERS AND VETERINARY TEAM LOOKED AFTER HER WITH EXPERTISE, DEDICATION, HEART AND SOUL. IT WAS BECAUSE OF THAT CARE AND LIFELONG COMMITMENT THAT OUR WILLET WAS ABLE TO SURVIVE HER ORIGINAL INJURIES AND LIVE THE FULL AND EXTENDED LIFE SHE DID. SHE REPAID US WITH HER PRESENCE AND GRACE, AND WAS THE SUBJECT OF MANY STORIES WE SHARED WITH GENERATIONS OF MEMBERS AND VISITORS. DIVING INTO THE DEEP THE OCEAN IS THE LARGEST HOME FOR LIFE ON EARTH, AND MOST OF THE OCEAN IS THE DEEP SEA. NINETEENTH-CENTURY OCEANOGRAPHERS COULD'T IMAGINE HOW SUCH A COLD, DARK, HIGH-PRESSURE ENVIRONMENT COULD SUSTAIN LIFE, LET ALONE BE CLOSELY CONNECTED TO LIFE AT THE OCEAN SURFACE. THANKS TO NEW TECHNOLOGY - MUCH OF IT DEVELOPED AT THE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE (MBARI) - FROM MANNED SUBMERSIBLES TO AUTONOMOUS UNDERWATER VEHICLES AND FLEETS OF DRIFTING DRONES, IT'S BECOME CLEAR: THE DEEP OCEAN IS TEEMING WITH EXTRAORDINARY LIFE. IT'S NOT THE TROPICAL CORAL REEFS OF TRAVEL BROCHURES, BUT IT'S JUST AS MAGNIFICENT - A HOME FOR CREATURES BOTH BIZARRE AND BEAUTIFUL, AND OF THE LARGEST ANIMAL MIGRATION ON EARTH. IT'S A STORY WE'RE IN A UNIQUE POSITION TO TELL, AND ONE THAT MUST BE TOLD TO A GLOBAL AUDIENCE AS THREATS TO THE OCEAN HAVE DESCENDED INTO ITS DARKEST REACHES. WE'LL BRING THE DEEP SEA TO THE PUBLIC IN 2022 WHEN WE OPEN INTO THE DEEP: EXPLORING OUR UNDISCOVERED OCEAN. WORKING CLOSELY WITH OUR PARTNERS AT MBARI, WE'RE MAKING NEW DISCOVERIES ABOUT THIS VITAL PART OF OUR LIVING PLANET AS WE PREPARE THIS IMMERSIVE EXHIBITION. IT WILL ILLUMINATE THE BEAUTY OF THE LARGELY UNEXPLORED HABITAT, ALONG WITH THE NEED FOR URGENT ACTION TO PROTECT THIS VAST, YET FRAGILE PART OF THE GLOBE. OUR ANIMAL CARE TEAM IS ADVANCING THE SCIENCE OF CARING FOR DEEP OCEAN ANIMALS, FROM DELICATE BLOODYBELLY COMB JELLIES TO GANGLY JAPANESE SPIDER CRABS. THEY'RE MAKING NIGHTTIME BLACKWATER DIVES AND USING MBARI SUBMERSIBLES TO COLLECT SPECIES WE'VE NEVER EXHIBITED BEFORE. THEY'RE PERFECTING TECHNIQUES FOR RAISING BONE-EATING WORMS THAT FEAST ON THE SKELETONS OF SUNKEN WHALES. THE EXHIBITION WILL FEATURE THESE AND OTHER INCREDIBLE ANIMALS - AS WELL AS THE INNOVATIVE TOOLS SCIENTISTS AND ENGINEERS USE TO EXPLORE THE DEEP AND TO MEASURE IMPACTS FROM THREATS LIKE PLASTIC POLLUTION AND CLIMATE CHANGE. WE'LL SHOWCASE FINDINGS OF MBARI'S SCIENTIFIC WORK TO UNDERSTAND HOW DEEP-SEA ECOSYSTEMS ARE CHANGING IN THE FACE OF ESCALATING HUMAN IMPACT, AND HOW NEW DISCOVERIES IN SCIENCE AND ENGINEERING WILL PROVIDE THE ROADMAP TO RESTORE THE OCEAN TO HEALTH. SAVING SEA OTTERS AND PROTECTING OUR OCEAN SEA OTTERS ARE AMONG THE WORLD'S MOST ENGAGING ANIMALS. OUR FIVE FABULOUS EXHIBIT ANIMALS ARE NO EXCEPTION. THEY'RE THE HEART OF OUR AQUARIUM ANIMAL FAMILY. IN 2019, WE CELEBRATED ONE AND MOURNED ANOTHER OF OUR BELOVED SEA OTTERS. WE WISHED ROSA A HAPPY 20TH BIRTHDAY AND SAID GOODBYE TO GIDGET. BOTH HELPED US CAPTIVATE VISITORS WITH THEIR ENERGY, AND CONTRIBUTED TO THE SURVIVAL OF THEIR WILD KIN BY SERVING AS SURROGATE MOTHERS TO STRANDED PUPS. GIDGET'S DNA WAS ALSO THE BASIS OF THE FIRST COMPLETE SEQUENCE OF THE SEA OTTER GENOME, ACCOMPLISHED BY UCLA RESEARCHERS A FEW YEARS AGO. AFTER RAISING 15 PUPS DURING HER YEARS AT THE AQUARIUM - THE MOST OF ANY OF OUR SURROGATES - ROSA RETIRED FROM OUR SEA OTTER SURROGACY PROGRAM IN MAY. WE PIONEERED THIS PROGRAM, WHICH PAIRS ORPHANED PUPS WITH OUR FEMALE EXHIBIT ANIMALS TO PROVIDE MATERNAL CARE AND TEACH THEM THE SKILLS NEEDED TO SURVIVE IN THE WILD. WE'VE DEVELOPED MORE EFFECTIVE METHODS OF CARING FOR SICK OR ORPHANED WILD OTTERS AND PUPS - AND SUCCESSFULLY RELEASING THEM INTO PLACES THEY'RE DESPERATELY NEEDED. THE IMPACT OF OUR UNIQUE APPROACH EARNED NATIONAL MEDIA ATTENTION FROM THE TODAY SHOW IN 2019. BEFORE WE OPENED OUR DOORS, WE BEGAN OUR WORK TO HELP THE SOUTHERN SEA OTTER POPULATION RECOVER ALONG THE CALIFORNIA COAST. THIS PAST YEAR MARKED A NOTABLE LEAP FORWARD. WE PUBLISHED ESSENTIAL RESEARCH, RESCUED AND RELEASED PUPS, AND INITIATED A STRATEGIC EXPANSION OF OUR SURROGACY PROGRAM SO THAT SEA OTTERS - AND THE ECOSYSTEMS THEY BENEFIT - CAN THRIVE ALONG MORE OF THEIR HISTORICAL RANGE. MOVING FORWARD, WE'RE PREPARED TO TAKE BOLD ACTION AND USE WHAT WE'VE LEARNED ABOUT SEA OTTER CARE AND SURROGACY TO BUILD NOT ONLY THEIR NUMBERS, BUT ALSO THE HEALTH OF CALIFORNIA'S ESSENTIAL COASTAL HABITATS AS THE TWO ARE INEX |
| PROGRAM SERVICE ACCOMPLISHMENT DESCRIPTION | FORM 990 PART III LINE 4A ANIMAL CARE AND AQUARIUM EXPERIENCE CONTINUED SHARING OUR EXPERTISE IN SEA OTTER SURROGACY AS WE CONTINUE TO ADVOCATE FOR SEA OTTER POPULATION RECOVERY AND EXPLORE THE COMPLEX THREATS OTTERS FACE IN THE WILD, WE'VE DEVELOPED A TWO-PRONGED APPROACH: WE'LL WORK CLOSELY WITH THE ASSOCIATION OF ZOOS AND AQUARIUMS (AZA) TO FIND HOMES AT ADDITIONAL AZA INSTITUTIONS FOR NON-RELEASABLE STRANDED SEA OTTERS. WE'LL ALSO EXPORT OUR BEST PRACTICES IN SEA OTTER SURROGACY TO OTHER ACCREDITED INSTITUTIONS AS PART OF AZA'S SPECIES SURVIVAL PLAN PROGRAM FOR SEA OTTERS. THESE COLLABORATIONS WILL HELP ESTABLISH A NETWORK OF EXPERTS HELPING SEA OTTERS RETURN TO MORE OF THEIR HISTORICAL RANGE ALONG CALIFORNIA'S COAST. WORKING TOGETHER, WE PLAN TO RESCUE, REHABILITATE AND RELEASE MORE SEA OTTERS THAN EVER BEFORE IN SUPPORT OF POPULATION RECOVERY. PROGRAM SERVICE ACCOMPLISHMENT DESCRIPTION FORM 990, PART III LINE 4B EDUCATION AND OUTREACH EDUCATION AND OUTREACH EXPENSES OF $22,132,282 INCLUDE THE COST OF EDUCATION PROGRAMS FOR BOTH TEACHERS AND STUDENTS, AND AQUARIUM ADVENTURES PROGRAMS TO DEEPEN GUEST EXPERIENCES. NOW MORE THAN EVER, EMERGING YOUNG LEADERS HERE AND AROUND THE WORLD ARE A GROWING - AND ESSENTIAL - VOICE FOR OUR BLUE PLANET. FOR 35 YEARS, WE'VE DEDICATED OURSELVES TO BUILDING SCIENCE-LITERATE AND CONFIDENT YOUNG PEOPLE, FIRST THROUGH OUR FREE VISITS FOR SCHOOL GROUPS AND THEN THROUGH A GROWING SUITE OF PROGRAMS FOR CLASSROOM TEACHERS AND FOR TEENS. SINCE OPENING IN 1984, WE'VE WELCOMED OVER 2.6 MILLION STUDENTS AND TEACHERS TO THE AQUARIUM FREE OF CHARGE. WE TOOK THAT COMMITMENT TO A NEW LEVEL IN 2019 WHEN WE OPENED OUR NEW BECHTEL FAMILY CENTER FOR OCEAN EDUCATION AND LEADERSHIP. IT'S ALLOWED US TO DEVELOP EXCITING AND EFFECTIVE NEW WAYS TO ENGAGE RISING GENERATIONS. FROM A DEDICATED MAKER SPACE, TO A FIRST-EVER CLIMATE ACTION PROJECTS SUMMIT, TO REIMAGINED DISCOVERY LAB PROGRAMS THAT CAN SERVE EVERY STUDENT WHO COMES TO THE AQUARIUM, WE ARE MOVING FORWARD IN WAYS OUR FOUNDERS NEVER IMAGINED. AND THERE'S MORE TO COME, INCLUDING NEW DIRECTIONS IN DISTANCE LEARNING SO WE CAN SERVE STUDENTS AND TEACHERS WELL BEYOND OUR WALLS. BOLSTERED BY OUR NEW CENTER, AND OVER THREE DECADES OF LEADERSHIP IN ENVIRONMENTAL EDUCATION, WE'RE READY TO TAKE OUR VISION TO THE NEXT LEVEL BY FOCUSING ON YOUTH EMPOWERMENT, DEEP ENGAGEMENT WITH EDUCATORS, INCREASING CULTURAL RELEVANCY AND AMPLIFYING OUR IMPACT THROUGH TECHNOLOGY AND NEW PARTNERSHIPS. THE CREATION OF OUR NEW $42 MILLION BECHTEL FAMILY CENTER FOR OCEAN EDUCATION AND LEADERSHIP EMBRACED AN AMBITIOUS VISION FOR THE FUTURE OF AQUARIUM EDUCATION PROGRAMS - A VISION OF MAKING A GREATER DIFFERENCE IN THE LIVES OF THE STUDENTS, TEACHERS AND TEENS WE SERVE. THAT VISION IS QUICKLY COMING TO LIFE. WE'RE ENGAGING TEACHERS AND STUDENTS THROUGHOUT CALIFORNIA IN OUR FIRST-EVER CLIMATE ACTION PROJECTS SUMMIT. TEENS AND TEACHERS ARE DIVING INTO OPPORTUNITIES AVAILABLE IN OUR NEW INNOVATION LAB. ALL THIS HAS HAPPENED IN JUST THE FIRST FEW MONTHS INTO THE CENTER'S EXISTENCE. HERE'S A CLOSER LOOK: DIVING INTO CLIMATE EDUCATION IN THE FACE OF NATIONAL FINDINGS THAT TWO-THIRDS OF CLASSROOM TEACHERS FELT UNPREPARED TO TEACH CLIMATE SCIENCE, AND LACKED THE CONFIDENCE TO TAKE ON A SUBJECT THAT CAN BECOME EMBROILED IN CONTROVERSY, WE CREATED A PROGRAM TO ADDRESS BOTH OF THOSE CHALLENGES. IN THE FALL, WE HOSTED OUR FIRST CLIMATE ACTION PROJECTS SUMMIT - AND IT'S QUICKLY DELIVERING RESULTS. NEARLY 100 TEACHERS TOOK PART IN THE SUMMIT. IN THE FALL AND WINTER, WE INTRODUCED THEM TO EFFECTIVE WAYS TO BRING CLIMATE EDUCATION INTO THE CLASSROOM AND REVIEWED PROJECT IDEAS TO PURSUE WITH THEIR STUDENTS. THOSE STUDENT-LED PROJECTS ARE NOW ROLLING OUT ACROSS CALIFORNIA. IN APRIL OF 2020, TEACHERS VIRTUALLY BROUGHT THEIR TEAMS OF STUDENTS IN GRADES SIX THROUGH 12 TO MONTEREY TO SHARE WHAT THEY LEARNED. SUMMIT COORDINATOR BETH CALLAGHAN SAID THE PROJECTS ARE DESIGNED TO STRONGER, MORE RESILIENT, MORE CONNECTED COMMUNITIES." THEY DO SO IN WAYS THAT REDUCE EACH COMMUNITY'S CARBON FOOTPRINT, AND EMPOWER STUDENTS TO SHARE INFORMATION AND STEWARDSHIP BEHAVIORS WITH FAMILIES AND FRIENDS. EVEN AT THIS EARLY STAGE IN THE PROCESS, BETH SAID, THE RESULTS "ARE BEYOND MY EXPECTATIONS" - ESPECIALLY THE ENTHUSIASM WITH WHICH TEACHERS EMBRACED THE PROGRAM. BY FOCUSING ON ACTION PROJECTS WITH BROAD COMMUNITY BENEFITS, BETH SAID, OUR APPROACH "MAKES THE 'TEACH THE CONTROVERSY' ISSUE MOOT. IT'S ALL ABOUT WHAT'S GOOD FOR THE COMMUNITY, AND THAT RELIEVES THE PRESSURE ON TEACHERS. THEY'RE REALLY EXCITED ABOUT THAT." THE SUMMIT CONNECTED TEACHERS WITH OUTSIDE EXPERTS, INCLUDING ENVIRONMENTAL SCIENTIST AND ADVOCATE CARL SAFINA, AND REPRESENTATIVES FROM UC BERKELEY'S LAWRENCE HALL OF SCIENCE AND OTHER CLIMATE AUTHORITIES. TO HELP DEVELOP PROJECT IDEAS, WE ENLISTED COMMUNITY PARTNERS INCLUDING SEAFOOD WATCH (WITH ITS CARBON FOOTPRINT TOOL), MONTEREY BAY COMMUNITY POWER (A CLEAN-ENERGY PROVIDER) AND THE BAY AREA'S CENTER FOR ECOLITERACY, WHICH PROMOTES SUSTAINABLE LIVING OPTIONS. TAKING ACTION TO ADDRESS THE CAUSES OF CLIMATE CHANGE AND OCEAN ACIDIFICATION IS IMPERATIVE FOR US. WE'VE MADE IT A PRIORITY TO EQUIP THE RISING GENERATION WITH THE KNOWLEDGE, SKILLS AND CONFIDENCE TO TAKE ACTION. INNOVATION LAB: CREATIVITY UNLEASHED THE BECHTEL EDUCATION CENTER HAS ITS OWN MAKER SPACE, AND IT'S HAVING IMPACTS WE NEVER IMAGINED. OVER THE SUMMER, OUR TEEN CONSERVATION LEADERS DESIGNED AND CREATED PROTOTYPES FOR MARINE LIFE PROPS OUR STAFF IS USING IN NEW DISCOVERY LAB PROGRAMS. IN THE PROCESS, SAID STEM INTEGRATION MANAGER KATY SCOTT, THEY LEARNED VALUABLE SKILLS IN DESIGN THINKING AND PROJECT MANAGEMENT - AND "FELT REALLY VALUED BECAUSE THEY WERE CREATING THINGS WE REALLY NEED." IN THE FALL, WE LAUNCHED OUR DESIGN FOR THE OCEAN PROGRAM FOR STUDENTS IN GRADES EIGHT THROUGH 10 - AGE GROUPS THAT HADN'T BEEN WELL SERVED IN OUR OTHER PROGRAMS, KATY SAID. IN AFTER-SCHOOL AND OCCASIONAL SATURDAY SESSIONS, PARTICIPANTS ARE BUILDING OBJECTS THAT WILL REDUCE THEIR ENVIRONMENTAL IMPACT. ALONG THE WAY, SHE SAID, THEY'VE DISCOVERED THAT "ANYTHING MADE BY HUMANS CAN BE RE-MADE BY HUMANS." THIS ENCOURAGES THEIR CREATIVITY AND HELPS THEM APPRECIATE THAT "THEY CAN CHANGE THE WORLD." BUILDING THAT SENSE OF "AGENCY"- RECOGNITION THAT THEY CAN MAKE A DIFFERENCE - IS AS IMPORTANT AS THEIR SPECIFIC PROJECTS, KATY SAID. THE INNOVATION LAB IS ALSO SERVING TEACHERS, NOTABLY THOSE WITH PRE K-2 STUDENTS. MANY TOOK PART IN TEACHER INSTITUTES WHERE THEY LEARNED HOW TO CREATE CLASSROOM MAKER SPACES FOR STUDENTS AS YOUNG AS FIVE YEARS OLD. WE INCLUDED IDEAS FOR SIMPLE OBJECTS STUDENTS CAN DESIGN AND BUILD TO RESCUE "ICKY" SCHOOLYARD ANIMALS LIKE SPIDERS AND SLUGS WHILE ALSO BUILDING EMPATHY FOR THEM. "MANY TEACHERS HAVE BUILT LITTLE MAKER SPACES IN THEIR CLASSROOMS," KATY SAID. THE INNOVATION LAB IS ATTRACTING TEENS WHO ARE MORE DRAWN TO ENGINEERING AND DESIGN THAN TALKING ABOUT EXHIBIT ANIMALS WITH AQUARIUM VISITORS. THE NEXT GOAL, KATY SAID, IS TO BRING ENGINEERING- AND DESIGN-ORIENTED VOLUNTEERS INTO THE LAB TO WORK SIDE BY SIDE WITH TEENS. A BAJA PARTNERSHIP TRANSFORMS SCIENCE EDUCATION WHAT BEGAN AS A CASUAL CONVERSATION IN BAJA CALIFORNIA SUR HAS BLOSSOMED INTO A RICH AND REWARDING PARTNERSHIP BETWEEN TEENS AND TEACHERS THERE AND AT THE AQUARIUM. IT HAS THE POTENTIAL TO GROW INTO A NEW STATEWIDE APPROACH TO ENVIRONMENTAL EDUCATION IN MEXICO. IN 2017, OUR EDUCATION STAFF TEAMED WITH COLLEAGUES FROM THE BAJA COASTAL INSTITUTE TO DEVELOP A NEW REGIONAL APPROACH TO SCIENCE EDUCATION IN CABO PULMO, BAJA CALIFORNIA SUR. THE NEW EDUCACIN PARA LA ACCIN IS A PROFESSIONAL DEVELOPMENT PROGRAM THAT EMPOWERS TEACHERS TO USE PROJECT-BASED SCIENCE TO HELP STUDENTS WORK THROUGH CONSERVATION ISSUES, IN PARTICULAR THEIR RELIANCE ON SINGLE-USE PLASTIC. SINCE THEN, CABO PULMO STUDENTS HAVE ESTABLISHED GARDENS AT THE SCHOOL, PRESENTED ENVIRONMENTAL PROJECTS AT THE INTERNATIONAL EXPO SCIENCE FAIR AND PARTICIPATED IN OUTDOOR EXPEDITIONS THAT INSPIRED OTHER SCHOOLS AND COMMUNITIES. "I'M IMPRESSED BY THE INTIMATE LEVEL OF CONNECTION THE STUDENTS HAVE WITH THEIR ENVIRONMENT AND HOW IT INFLUENCES THE TYPE OF PROJECTS THEY DO," SAID TEEN PROGRAMS MANAGER KIM SWAN. "IT GIVES THEM A REALLY POWERFUL VOICE." THE NEW CURRICULUM AT THE BAJA CALIFORNIA SUR SCHOOL IS UNIQUE BECAUSE IT BLENDS IDEAS FROM SEPARATE PROGRAMS WE OFFER TEENS AND TEACHERS, NAMELY OUR WATSONVILLE AREA TEENS CONSERVING HABITATS (WATCH) AND PROJECT-BASED SCIENCE TEACHER INSTITUTE. "THIS WAS A FIRST IN MANY DIFFERENT WAYS," SAID TEACHER PROGRAMS MANAGER MARY WHALEY. "WE BROUGHT KEY TEACHERS FROM MEXICO FOR A YEAR INTO THE PROJECT-BASED SCIENCE PROGRAMS, AND THEY ALSO PARTNERED WITH WATCH TEACHERS TO OBSERVE HOW THEY WORK WITH STUDENTS IN THE FIELD. AND IT WAS A GOOD OPPORTUNITY FOR US TO WORK TOGETHER AS A COHESIVE STAFF TO BLEND TEACHER, TEEN AND SCHOOL PROGRAMS AND BILINGUAL EDUCATORS." |
| PROGRAM SERVICE ACCOMPLISHMENT DESCRIPTION | FORM 990 PART III LINE 4B EDUCATION AND OUTREACH CONTINUED RECENTLY, THE EDUCACIN PARA LA ACCIN TEAM PRESENTED THE NEW CURRICULUM TO THE STATE DIRECTOR OF EDUCATION FOR BAJA CALIFORNIA SUR, WHO ENDORSED IT. OVER THE NEXT TWO YEARS, THE TEAM WILL TRY TO IMPLEMENT THE CURRICULUM THROUGHOUT BAJA. "IT'S REALLY A TRUE PARTNERSHIP THAT ALLOWS STUDENTS AND TEACHERS TO CONNECT TO THE ENVIRONMENT IN DEEP AND MEANINGFUL WAYS," MARY SAID. "IT'S A UNIQUE OPPORTUNITY FOR US TO HAVE THIS INFLUENCE, TO HELP MAKE SYSTEMIC CHANGE ACROSS THE STATE OF BAJA CALIFORNIA SUR. IT'S A MINIMAL INVESTMENT - WITH AN AMAZING RETURN FOR THEM AND US." NURTURING DIVERSITY IN VETERINARY MEDICINE DR. MIKE MURRAY, OUR DIRECTOR OF VETERINARY SERVICES, IS DEDICATED TO DIVERSIFYING THE FIELD OF VETERINARY MEDICINE. IN SUMMER 2019 HE MENTORED TWO YOUNG STUDENTS WHO PARTICIPATED IN A NEW VETERINARY CARE TRACK WITHIN OUR TEEN CONSERVATION LEADERS PROGRAM. THE TEENS GAINED HANDS-ON EXPERIENCE HELPING CARE FOR OUR ANIMALS IN THE COMFORTABLE, MODERN WORKSPACE FOUND IN OUR NEW JULI PLANT GRAINGER ANIMAL CARE CENTER. THE ABILITY TO PARTICIPATE IN AND GAIN EXPOSURE TO THIS FIELD IS UNIQUE, AS THERE ARE A LIMITED NUMBER OF SIMILAR OPPORTUNITIES FOR HIGH SCHOOL STUDENTS, ESPECIALLY STUDENTS OF COLOR. DR. MIKE'S GOAL IS TO PROVIDE MENTORSHIP AND CONFIDENCE, MAKING SURE THE STUDENTS KNOW THEY'RE VALUED AND SUPPORTED IN THE PROFESSION. TRANSFORMING SCIENCE TEACHING THROUGH TECHNOLOGY KATY SCOTT, THE AQUARIUM'S DIGITAL LEARNING MANAGER, WORKS WITH TEACHERS AND STUDENTS, HOLDING FORTH ON THE VALUE OF TECHNOLOGY IN SCIENCE EDUCATION AND HOW IT CAN BE USED TO PROMOTE THE AQUARIUM'S MISSION OF INSPIRING CONSERVATION OF THE OCEAN. THE AQUARIUM'S DIGITAL LEARNING INITIATIVES REACH HUNDREDS OF SCHOOLS, TEACHERS AND MORE THAN 80,000 STUDENTS EVERY YEAR, FROM THE BAY AREA TO THE CENTRAL VALLEY. IN FACT, KATY EMPHASIZES THAT THERE IS NO SEPARATE "DIGITAL LEARNING PROGRAM" PER SE. QUITE SIMPLY, IT'S AN APPROACH THAT PERMEATES EVERYTHING THE AQUARIUM DOES IN THE FIELD OF EDUCATION. "A LOT OF PEOPLE CONFUSE WHAT I DO WITH INFORMATION TECHNOLOGY," SAID KATY. "I CAN'T FIX YOUR COMPUTER, BUT I CAN TEACH YOU HOW TO USE IT BETTER. THE AQUARIUM'S MISSION IS TO INSPIRE CONSERVATION OF THE OCEAN, AND WE CAN'T SOLVE THOSE PROBLEMS THROUGH INDIVIDUAL ACTION ALONE. WE NEED TO BE ABLE TO SCALE. AND ONE WAY WE DO THAT IS THROUGH ENGINEERING AND TECHNOLOGY. IT ENABLES US TO BROADEN OUR IMPACT." MARRYING TECHNOLOGY WITH LIVE-ANIMAL LEARNING EXPERIENCES SERVES ANOTHER PRIORITY THAT'S HIGH ON THE AQUARIUM'S LIST, KATY SAID. ONE GOAL IS TO GET STUDENTS "FUTURE-READY," HELPING THEM BUILD THE SKILLS THEY'LL NEED TO SUCCEED IN THE CREATIVE ECONOMY. EDUCATION TECHNOLOGY PROJECTS HELP STUDENTS BUILD IMPORTANT COMMUNICATION, COLLABORATION AND CRITICAL THINKING SKILLS. WHILE SOME ACTIVITIES PROMPT STUDENTS TO CREATE VIDEOS FEATURING CRAYON DRAWINGS, OTHERS REQUIRE STUDENTS TO LEARN PROGRAMMING AND MAKE COMPUTER SIMULATIONS. A MAJOR PART OF THE AQUARIUM'S DIGITAL LEARNING PROGRAM INVOLVES PUTTING TECHNOLOGY IN THE HANDS OF STUDENTS FROM UNDERSERVED COMMUNITIES. TEACHERS WHO ATTEND THE AQUARIUM'S PROFESSIONAL DEVELOPMENT INSTITUTES CAN RESERVE CLASS SETS OF IPADS TO USE IN THEIR CLASSROOMS. TO BE SURE, ALL THESE COOL PIECES OF TECHNOLOGY MAKE IT MORE LIKELY THAT THE AQUARIUM WILL CAPTURE - AND HOLD - THE ATTENTION OF TODAY'S STUDENTS. BUT, SAID KATY, IT'S SO MUCH MORE THAN THAT. "OUR GOAL IS THAT STUDENTS LEAVE THE CLASSROOM LOVING THE OCEAN. WE'RE ALSO TEACHING THEM HOW TO AMPLIFY THEIR VOICES THROUGH TECHNOLOGY. AND THAT'S A POWERFUL COMBINATION." FORM 990, PART III LINE 4C CONSERVATION AND SCIENCE CONSERVATION AND SCIENCE COSTS OF $12,938,952 REPRESENT EXPENSES FOR OCEAN POLICY AND ADVOCACY EFFORTS, THE SEAFOOD WATCH PROGRAM AND FIELD RESEARCH. THE GLOBAL OCEAN DOES SO MUCH FOR US: GENERATING HALF THE OXYGEN WE BREATHE, REGULATING OUR PLANET'S CLIMATE SYSTEM AND PROVIDING THE SEAFOOD THAT BILLIONS OF PEOPLE DEPEND ON. WE'RE LEADING THE WAY TO RESTORE AND PROTECT CALIFORNIA OCEAN ECOSYSTEMS, IMPROVE THE SUSTAINABILITY OF GLOBAL FISHERIES AND AQUACULTURE, REDUCE THE SOURCES OF OCEAN PLASTIC POLLUTION AND COMBAT THE OCEAN IMPACTS OF CLIMATE CHANGE. THROUGH SCIENTIFIC RESEARCH, POLICY ACTION AND MARKET STRATEGIES, WE'RE MAKING A DIFFERENCE FOR OUR OCEAN - AND THE REMARKABLE LIFE THAT SHARES OUR BLUE PLANET. SEA OTTER RESCUE AND RESEARCH OUR WORK WITH SEA OTTERS PROVIDES VALUABLE INSIGHT INTO THE LIVES OF THESE ICONIC MARINE MAMMALS - WE EVEN GET SOME HELP FROM OUR RESIDENT SEA OTTERS THAT RAISE STRANDED PUPS FOR RETURN TO THE WILD. IN SEPTEMBER, AQUARIUM SCIENTISTS PUBLISHED A LONG-AWAITED STUDY CONFIRMING HOW OUR UNIQUE SEA OTTER SURROGACY PROGRAM BOLSTERS THE WILD OTTER POPULATION. FROM 2002-2016, OUR TEAM RELEASED 37 REHABILITATED OTTER PUPS INTO ELKHORN SLOUGH, A DEGRADED ESTUARY THAT FLOWS INTO MONTEREY BAY. THIS STUDY CONCLUDES THAT SURROGATE-REARED OTTERS AND THEIR OFFSPRING ACCOUNTED FOR MORE THAN HALF OF ELKHORN SLOUGH'S OTTER POPULATION GROWTH, AND SHOWS THAT SURROGATE-REARED PUPS ARE SURVIVING AS WELL AS THEIR WILD KIN. THESE ANIMALS HAVE TRANSFORMED WHAT WAS A VIRTUALLY ALL-MALE, NON-BREEDING POPULATION IN ELKHORN SLOUGH TO A ROBUST AND THRIVING COMMUNITY REPLETE WITH MOTHERS AND PUPS. BUT SEA OTTERS STILL FACE A MULTITUDE OF THREATS ON THEIR WAY TO RECOVERY. SOMETIMES, WHITE SHARKS MISTAKE FURRY SEA OTTERS FOR A BLUBBERY SEAL MEAL. THESE "EXPERIMENTAL" WHITE SHARK BITES THREATEN SEA OTTER RECOVERY AND INHIBIT THE GREATER ECOSYSTEM RESTORATION THESE OTTERS PROVIDE. OUR SCIENTISTS COMPARED SEA OTTER STRANDINGS AND WHITE SHARK TRACKING DATA TO ANALYZE THESE BITES OF MISTAKEN IDENTITY. THEY DISCOVERED THAT MOST BITES OCCURRED IN REGIONS WHERE KELP CANOPY COVER HAD DECLINED, WITH MALE OTTERS SEEKING NEW TERRITORY THE MOST FREQUENT VICTIMS. AS WE LEARN HOW OUR OCEAN IS CHANGING, OUR CUTTING-EDGE FIELD RESEARCH WILL HELP US ADVOCATE FOR ALL SPECIES AS ESSENTIAL PARTS OF A HEALTHY OCEAN. CONNECTING THE HISTORICAL TORTOISESHELL TRADE TO MODERN ILLEGAL FISHING WHAT BEGAN AS RESEARCH INTO HISTORICAL DATA ON RARE HAWKSBILL SEA TURTLES COULD HELP ILLUMINATE THE SHADOWY MODERN WORLD OF ILLEGAL, UNREPORTED, AND UNREGULATED FISHING, ACCORDING TO A PAPER PUBLISHED IN 2019 IN THE JOURNAL SCIENCE ADVANCES. THE STUDY ALSO REVEALED THAT A DRAMATICALLY LARGER NUMBER OF THE CRITICALLY ENDANGERED TURTLES WERE KILLED FOR THE TORTOISESHELL TRADE, SIX TIMES HIGHER THAN EARLIER ESTIMATES. THE PROJECT STARTED NEARLY A DECADE AGO WHEN DR. KYLE VAN HOUTAN - THEN WITH THE NATIONAL OCEANIC AND ATMOSPHERIC ADMINISTRATION, NOW THE AQUARIUM'S DIRECTOR OF SCIENCE AND SENIOR AUTHOR OF THE PAPER - WAS LEADING A SEA TURTLE RESEARCH PROGRAM IN HAWAII. RECENT ESTIMATES PUT THE NUMBER OF NESTING FEMALE HAWKSBILLS AT FEWER THAN 25,000 INDIVIDUALS WORLDWIDE. BECAUSE THEIR MEAT CAN BE POISONOUS, THEY'RE OFTEN NOT CAUGHT FOR FOOD, BUT RATHER FOR TORTOISESHELL - A WORD EMILY MILLER, ASSISTANT RESEARCH SCIENTIST AT THE AQUARIUM AND THE PAPER'S FIRST AUTHOR, CALLS A MISNOMER SINCE THE PRIZED MATERIAL IS PRODUCED FROM HAWKSBILL TURTLES, NOT TORTOISES. FOR THOUSANDS OF YEARS, TORTOISESHELL HAS BEEN CRAFTED INTO ITEMS FROM FISHHOOKS TO BRACELETS, LETTER OPENERS AND COMBS. UNTIL NOW, THE BEST ANALYSIS OF HAWKSBILL NUMBERS OVER TIME RELIED ON DATA THAT ONLY WENT BACK TO 1950. TO BETTER UNDERSTAND WHY HAWKSBILLS ARE SO RARE TODAY, YOU NEED MORE INFORMATION - A WAY TO LOOK FURTHER BACK IN TIME. OUR TEAM SAW AN OPPORTUNITY TO USE ARCHIVAL IMPORT RECORDS FROM DOZENS OF COUNTRIES, SOME DATING BACK AS FAR AS 1844, TO GET A BETTER HARVEST ESTIMATE FOR HAWKSBILLS. THE TEAM SPANNED SEVERAL CONTINENTS, MULTIPLE YEARS, AND HUNDREDS OF PAGES OF PUBLISHED AND UNPUBLISHED HISTORICAL TRADE DATA FROM AROUND THE WORLD. THANKS TO THIS ENORMOUS, METICULOUS EFFORT, THE TEAM WAS ABLE TO SEE MUCH FURTHER BACK IN HISTORY. THE NEW MODELING INDICATES HAWKSBILLS WERE EXPLOITED ON A SCALE FAR GREATER THAN PREVIOUSLY THOUGHT: AROUND 9 MILLION WERE KILLED FOR THEIR SHELLS. AVERAGED OVER 150 YEARS, THAT REPRESENTS SOME 60,000 TURTLES ANNUALLY - MORE THAN TWICE THE ESTIMATE OF ALL NESTING FEMALES ALIVE TODAY. AND THE INTERNATIONAL TORTOISESHELL TRADE MAP OF CENTURIES PAST MAY HAVE ESTABLISHED THE GROUNDWORK FOR MODERN IUU FISHING PATTERNS. INSIGHTS INTO IUU FISHING MATTER PARTLY BECAUSE IT OFTEN ACCOMPANIES A HOST OF OTHER UNSAVORY ENTERPRISES. "HUMAN TRAFFICKING, NARCOTIC TRAFFICKING, ARMS TRAFFICKING, WILDLIFE TRAFFICKING - THESE ARE NOT UNRELATED ACTIVITIES," KYLE SAID. "BETTER MONITORING OF ONE COULD BENEFIT THE REST. THIS IS A COMPLICATED GEOPOLITICAL PROBLEM. BY WORKING TOGETHER ACROSS INTERNATIONAL BOUNDARIES, WE CAN HELP NARROW THE PROBLEM AND ADDRESS THESE CHALLENGES." |
| PROGRAM SERVICE ACCOMPLISHMENT DESCRIPTION | FORM 990, PART III LINE 4C CONSERVATION AND SCIENCE CONTINUED COLLECTING WHITE SHARK DATA: A TAG-TEAM EFFORT A HIGH-TECH MONITORING TAG USED BY OUR RESEARCH SCIENTISTS WENT MISSING, THOUGHT TO BE LOST AT SEA - UNTIL A PHONE CALL FROM AN EIGHT-YEAR-OLD BOY HELPED SOLVE A WHITE SHARK MYSTERY. IN LATE SUMMER 2017, A TAGGED WHITE SHARK KNOWN AS CHIPPY KICKED OFF THE FIELD RESEARCH SEASON BY SWALLOWING WHAT OUR SCIENTISTS CALL A "BLUBBER BURRITO." THAT'S A CLEVERLY-HIDDEN TRACKING TAG WRAPPED INSIDE A SLAB OF ELEPHANT SEAL BLUBBER - IRRESISTIBLE SHARK BAIT. ONCE A SHARK SWALLOWS THE SOPHISTICATED TAG, IT MONITORS THE ANIMAL'S TEMPERATURE AND FINE-SCALE BEHAVIORS (SUCH AS DIGESTION AND CALORIE BURNING) FROM INSIDE THE SHARK'S STOMACH. EVENTUALLY, THE SHARK REGURGITATES THE TAG ALONG WITH INDIGESTIBLES LIKE THE TEETH AND BONES OF ITS PREY. CHIPPY'S TAG, HOWEVER, NEVER REPORTED TO SATELLITE NETWORKS, AND AQUARIUM RESEARCHERS ASSUMED IT WAS LOST AT SEA. FAST-FORWARD NEARLY 16 MONTHS TO EARLY 2019, WHEN AQUARIUM SCIENTIST DR. SAL JORGENSEN TOOK AN IMPORTANT CALL. PATRICIA KALEIWAHEA AND HER 8-YEAR-OLD MO'OPUNA (GRANDSON), KA'EO PARADIS, HAD FOUND CHIPPY'S TAG. PATRICIA AND KA'EO HAD BEEN ATTENDING A BABY SHOWER NEAR ONEKAHAKAHA BEACH PARK IN HILO, WHEN THEY STUMBLED ON THE TAG ON THE SHORELINE. THEY EXAMINED THE TAG AND CALLED THE MANUFACTURER, WHO IN TURN REACHED OUT TO THE AQUARIUM. LATER THAT SUMMER, PATRICIA AND KA'EO TRAVELED TO MONTEREY FROM HAWAII TO MEET SAL AND LEARN MORE ABOUT THE DATA WE RECOVERED FROM CHIPPY'S TAG. THE AQUARIUM'S SUCCESS DEPENDS ON THE GENEROSITY AND CURIOSITY OF PEOPLE LIKE PATRICIA AND KA'EO, WHO ARE EAGER TO LEARN ABOUT AND ENGAGE WITH OUR WORK - EVEN WHEN THEY LIVE THOUSANDS OF MILES AWAY. TWENTY YEARS OF SEAFOOD WATCH SEAFOOD WATCH, WHICH STARTED AS AN AQUARIUM SPECIAL EXHIBITION TWO DECADES AGO, IS NOW THE LEADING SOURCE OF SCIENCE-BASED INFORMATION FOR SUSTAINABLE SEAFOOD AROUND THE WORLD. BY ENGAGING MULTINATIONAL BUSINESSES, NON-GOVERNMENTAL ORGANIZATIONS AND GOVERNMENT AGENCIES IN KEY SEAFOOD-PRODUCING REGIONS, WE'RE TRANSFORMING GLOBAL FISHERIES AND AQUACULTURE IN WAYS THAT MEASURABLY PRESERVE THE HEALTH OF PRODUCTIVE MARINE ECOSYSTEMS AND PROTECT VULNERABLE WILDLIFE. AS THE LEADING SOURCE OF SCIENCE-BASED INFORMATION FOR SUSTAINABLE SEAFOOD AROUND THE WORLD, SEAFOOD WATCH INFORMS SEAFOOD BUYING DECISIONS BY NORTH AMERICA'S TOP RETAILERS AND FOODSERVICE COMPANIES, AND COLLABORATES WITH SEAFOOD PRODUCERS AND GOVERNMENTS IN ASIA, CENTRAL AND SOUTH AMERICA AND EUROPE. BY ESTABLISHING CLEAR ENVIRONMENTAL SUSTAINABILITY STANDARDS AND WORKING WITH MAJOR BUYERS TO LEVERAGE THEIR PURCHASING POWER WITH PRODUCERS, SEAFOOD WATCH IS DRIVING SUSTAINABLE PRACTICES WORLDWIDE. WHEN THE AQUARIUM LAUNCHED SEAFOOD WATCH IN 1999, WE WERE ONE OF THE FIRST OCEAN CONSERVATION ORGANIZATIONS TO MAKE SUSTAINABLE SEAFOOD A PRIORITY. TWENTY YEARS LATER, WE HAVE SIGNIFICANTLY INCREASED THE CONSUMER DEMAND THAT SEAFOOD SOLD IN THE UNITED STATES BE SUSTAINABLE, AND WE HAVE ENGAGED WITH BUSINESSES AND SEAFOOD SUPPLIERS WORLDWIDE. WE CONTINUE TO GIVE U.S. CONSUMERS THE TOOLS THEY NEED TO MAKE OCEAN-FRIENDLY BUYING DECISIONS, AND CHART NEW WAYS TO SUPPORT SMALLER BUSINESSES WITH FREE INFORMATION AND RESOURCES TO MEET THEIR CUSTOMERS' EXPECTATIONS. OUR WORK IS MEASURABLY PROTECTING VULNERABLE WILDLIFE AND HABITATS - EVEN AS OVERFISHING REMAINS THE GREATEST IMMINENT THREAT TO OCEAN HEALTH. WE EXPANDED OUR WORK WITH KEY GOVERNMENTS TO IMPROVE THE SUSTAINABLE MANAGEMENT OF FISHERIES AROUND THE WORLD - INCLUDING HERE IN THE UNITED STATES. IN 2019, WE PROVIDED EXPERT TESTIMONY AT A CONGRESSIONAL HEARING ABOUT THE STATE OF U.S. AND GLOBAL FISHERIES. WE ADVOCATED FOR STRONG, SCIENCE-BASED FISHERY MANAGEMENT AT HOME, AND SUPPORTED EFFORTS TO IMPROVE SEAFOOD SUSTAINABILITY AROUND THE WORLD. IN RECOGNITION OF THE IMPACT SEAFOOD WATCH HAS MADE OVER THE PAST 20 YEARS, THE ASSOCIATION OF ZOOS AND AQUARIUMS HONORED SEAFOOD WATCH WITH ITS WILLIAM G. CONWAY INTERNATIONAL CONSERVATION AWARD. THE AWARD RECOGNIZES EXCEPTIONAL EFFORTS TO PRESERVE HABITATS, RESTORE SPECIES AND SUPPORT BIODIVERSITY. MAKING PROGRESS ON SUSTAINABLE SHRIMP PRODUCTION SHRIMP IS THE SINGLE LARGEST SEAFOOD IMPORT INTO THE UNITED STATES, WITH THE AVERAGE AMERICAN CONSUMING MORE SHRIMP THAN THEY DO SALMON AND TUNA, COMBINED. MOST OF THE SHRIMP WE EAT IS IMPORTED, AND THE VAST MAJORITY IS RATED AS AVOID. THAT'S WHY WE'RE WORKING TO DRAMATICALLY INCREASE THE VOLUME OF SUSTAINABLY FARMED SHRIMP AND MAKE THE GLOBAL SHRIMP SUPPLY CHAIN MORE ENVIRONMENTALLY SUSTAINABLE, FROM FAMILY FARMS IN SOUTHEAST ASIA TO CUSTOMERS' PLATES IN THE UNITED STATES. IN 2019, WE PIONEERED A NEW APPROACH THAT INVOLVES DIVERSE PLAYERS ACROSS THE SHRIMP SUPPLY CHAIN. THIS EFFORT HAS THE POTENTIAL TO EXPONENTIALLY INCREASE THE GLOBAL SUPPLY OF SUSTAINABLE SEAFOOD, STARTING WITH SHRIMP, AND IMPROVE THE LIVES OF SMALL-SCALE FISHING AND FISH-FARMING FAMILIES AROUND THE WORLD. WE'RE ENGAGING DEEPLY WITH SHRIMP PRODUCERS ACROSS SOUTH AND SOUTHEAST ASIA, AND LEVERAGING THE ENORMOUS PURCHASING POWER OF OUR MAJOR BUSINESS PARTNERS IN THE UNITED STATES. WITH OUR TECHNOLOGY AND CONSERVATION PARTNERS - INCLUDING FORMER U.S. SECRETARY OF STATE JOHN KERRY THROUGH HIS ROLE WITH THE CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE - WE CREATED A NEW WAY FOR SMALL FARMS TO DOCUMENT THEIR SUSTAINABLE AQUACULTURE PRACTICES. USING A DIGITAL TABLET SOFTWARE PROGRAM, PROFESSIONALS IN THE COMMUNITY CAN QUICKLY ASSESS SUSTAINABILITY PRACTICES IN THE FIELD AND DELIVER THE ROBUST DATA REQUIRED BY GLOBAL SEAFOOD BUYERS. OUR BREAKTHROUGH APPROACH CAN HELP AQUACULTURE AROUND THE WORLD BE MORE ENVIRONMENTALLY SUSTAINABLE BY 2030, AS ENVISIONED IN THE UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS. BY BRINGING TOGETHER FARMERS, PROCESSORS, SEAFOOD BUYERS, NON-GOVERNMENTAL ORGANIZATIONS, GOVERNMENT AGENCIES, FINANCIAL INSTITUTIONS, TECHNOLOGY COMPANIES AND OTHERS, THIS MODEL HAS THE POTENTIAL TO IMPROVE THE SUSTAINABILITY OF LARGE SEGMENTS OF THE AQUACULTURE INDUSTRY AROUND THE GLOBE. ADVANCING SEAFOOD SUSTAINABILITY THROUGH INTERNATIONAL PARTNERSHIPS THE MARKET FOR SEAFOOD IS GLOBAL, AND SO IS OUR WORK TO ENGAGE WITH MAJOR BUYERS IN NORTH AMERICA, AS WELL AS WITH BIG PRODUCERS AND GOVERNMENTS. AT THE OUR OCEAN CONFERENCE, WE ANNOUNCED REGION-WIDE COMMITMENTS TO IMPROVE THE SUSTAINABILITY OF FARMED SHRIMP AND BLUE SWIMMING CRAB, TWO OF THE LEADING SEAFOOD IMPORTS FROM SOUTHEAST ASIA. BOTH WERE FACILITATED BY THE AQUARIUM AND THE CARNEGIE ENDOWMENT AS PART OF OUR SOUTHEAST ASIA FISHERIES AND AQUACULTURE INITIATIVE. THE VIETNAM SUSTAINABLE SHRIMP ALLIANCE, WHICH INCLUDES THE AQUARIUM AND OVER 20 REPRESENTATIVES FROM GOVERNMENT AND INDUSTRY IN VIETNAM, PLEDGED TO IMPROVE SHRIMP PRODUCTION THROUGHOUT C MAU PROVINCE, ON NEARLY 150,000 FARMS, SO IT MEETS A SEAFOOD WATCH GOOD ALTERNATIVE OR BEST CHOICE RATING BY 2030. IN THE PHILIPPINES, A SECOND COMMITMENT WOULD BRING THE BLUE SWIMMING CRAB FISHERY UP TO A SEAFOOD WATCH GOOD ALTERNATIVE RATING WITHIN THREE YEARS. OUR PARTNERS INCLUDE THE GOVERNMENT OF THE PHILIPPINES, THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT, REGIONAL PRODUCERS AND CHICKEN OF THE SEA. IN CHILE, WE ANNOUNCED AN INITIATIVE TO IMPROVE SUSTAINABILITY PRACTICES OF FARMED SALMON. MORE THAN 70 PERCENT OF THE SALMON WE EAT IS NOW FARMED, AND WE IMPORT AROUND ONE-THIRD OF CHILE'S FARMED SALMON, WHICH CURRENTLY IS RATED AS AVOID, LARGELY BECAUSE OF INTENSIVE USE OF ANTIBIOTICS AND PESTICIDES. UNDER OUR AGREEMENT WITH SALMONCHILE, THEY'VE COMMITTED TO REDUCE ANTIBIOTIC USE BY AT LEAST 50 PERCENT BY 2025. LED BY A TECHNICAL COMMITTEE OF FARMERS AND EXPERTS, THIS PROGRAM IS DEVELOPING THE STRATEGIES NEEDED TO MEET THIS AMBITIOUS GOAL AND HELP CHILEAN SALMON REACH A GOOD ALTERNATIVE RATING. GETTING MONTEREY BAY RESTAURANTS HOOKED ON LOCAL, SUSTAINABLE SEAFOOD MANY ASSUME THAT IN THE MONTEREY BAY AREA - WITH ITS ABUNDANT AND SUSTAINABLY MANAGED FISHERIES - YOU CAN WALK INTO ANY RESTAURANT AND ORDER FRESH, LOCAL SEAFOOD. IN REALITY, MUCH OF WHAT'S SERVED IS IMPORTED FROM HALF A WORLD AWAY. IN THE LAST TWO DECADES, THE COLLAPSE OF WEST COAST GROUNDFISH FISHERIES CREATED GAPS IN THE LOCAL SEAFOOD SUPPLY CHAIN. IMPORTED SEAFOOD FILLED THOSE GAPS, SUPPLANTING ONCE-POPULAR LOCAL PRODUCTS. THANKS TO STRONG, SCIENCE-BASED FEDERAL FISHERY MANAGEMENT, LOCAL GROUNDFISH POPULATIONS HAVE REBOUNDED AND THE FISHERIES HAVE REOPENED. BUT FOR CENTRAL COAST FISHERMEN, THE ECONOMIC DAMAGE HAS LINGERED. MENUS SHIFTED TO SEAFOOD IMPORTED FROM COUNTRIES WITH FEWER ENVIRONMENTAL REGULATIONS AND LAX LABOR LAWS, OFTEN SOLD AT SIGNIFICANTLY LOWER PRICES THAN LOCAL PRODUCTS. THAT CAN MAKE IT HARD FOR MONTEREY BAY FISHERMEN TO COMPETE. |
| PROGRAM SERVICE ACCOMPLISHMENT DESCRIPTION | FORM 990, PART III LINE 4C CONSERVATION AND SCIENCE CONTINUED THAT'S WHY THE AQUARIUM SUPPORTS GET HOOKED RESTAURANT WEEK, AN INNOVATIVE PROMOTION TO REACQUAINT LOCAL CHEFS AND RESTAURANT PATRONS WITH THE DIVERSITY OF FRESH, SUSTAINABLE SEAFOOD CAUGHT RIGHT HERE IN MONTEREY BAY. GET HOOKED, ORGANIZED BY THE MONTEREY BAY FISHERIES TRUST AND ITS LOCAL PARTNERS, SHARES THE STORY OF MONTEREY BAY'S FISHING COMMUNITY AND HELPS SUSTAIN FISHING FAMILIES' LIVELIHOODS. DURING GET HOOKED, PARTICIPATING RESTAURANTS IN THE MONTEREY BAY REGION OFFER SPECIAL DISHES FEATURING FRESH, SUSTAINABLY CAUGHT LOCAL SEAFOOD THAT'S RATED AS A SEAFOOD WATCH BEST CHOICE OR GOOD ALTERNATIVE. BY WORKING WITH LOCAL VENDORS, RESTAURANTS ARE ABLE TO TELL CUSTOMERS ABOUT THE HARDWORKING FISHING FAMILIES WHO HARVESTED THEIR MEAL. GET HOOKED DEBUTED IN MONTEREY IN JANUARY 2019, WITH 15 PARTICIPATING RESTAURANTS SERVING FRESH, LOCAL GROUNDFISH. SANTA CRUZ CELEBRATED ITS GET HOOKED WEEK IN LATE JULY, WITH 17 RESTAURANTS SERVING LOCAL KING SALMON, BLACK COD, LINGCOD AND HALIBUT. GET HOOKED RETURNED TO MONTEREY IN JANUARY 2020 AND GREW TO INCLUDE 18 RESTAURANTS. SABLEFISH, DUNGENESS CRAB, ANCHOVIES AND ROCKFISH ALL TOOK CENTER PLATE. SEAFOOD WATCH SUPPORTED THE CAMPAIGN THROUGH SOCIAL MEDIA POSTS ENCOURAGING DINERS IN THE MONTEREY BAY AREA TO TAKE THE OPPORTUNITY TO ENJOY LOCAL, SUSTAINABLE SEAFOOD AND SUPPORT LOCAL BUSINESSES. ALL RESTAURANTS THAT PARTICIPATED IN GET HOOKED SIGNED UP FOR SEAFOOD WATCH'S NEW FREE SUBSCRIPTION SERVICE, WHICH DELIVERS INFORMATION AND RESOURCES TO HELP THEM SOURCE SUSTAINABLE SEAFOOD. DEFENDING PACIFIC BLUEFIN TUNA THROUGH SCIENCE-BASED POLICY THE MONTEREY BAY AQUARIUM HAS LONG BEEN A LEADING VOICE FOR THE RECOVERY OF PACIFIC BLUEFIN TUNA. THE POPULATION OF THIS REMARKABLE OCEAN PREDATOR - WHICH OUR RESEARCHERS HAVE BEEN STUDYING FOR MORE THAN TWO DECADES - HAS PLUMMETED BY ABOUT 97 PERCENT SINCE THE ONSET OF INDUSTRIAL-SCALE FISHING IN THE 1950S. IN 2017, THE AQUARIUM HELPED ACHIEVE A BREAKTHROUGH AGREEMENT AMONG PACIFIC NATIONS TO RECOVER THE PACIFIC BLUEFIN TUNA POPULATION TO A SUSTAINABLE LEVEL. WE ALSO SUPPORTED A NEW APPROACH TO SCIENCE-BASED MANAGEMENT, WITH THE AIM OF IMPROVING THE TUNA'S LONG-TERM RECOVERY. WE CONTINUE TO ADVISE FEDERAL AND OTHER GOVERNMENT MANAGEMENT OFFICIALS, AND WE COORDINATE WITH INTERNATIONAL STAKEHOLDERS TO KEEP THIS ICONIC SPECIES ON THE PATH TO RECOVERY. IN 2019, FACED WITH A PROPOSAL TO WEAKEN PACIFIC BLUEFIN PROTECTIONS BY INCREASING THE CATCH QUOTA, THE AQUARIUM SUCCESSFULLY URGED THE UNITED STATES AND OTHER COUNTRIES TO MAINTAIN AGREED-UPON CONSERVATION MEASURES. AT GLOBAL NEGOTIATIONS, WE SPEAK WITH SCIENTIFIC AUTHORITY ABOUT THE NEED TO CONSERVE PACIFIC BLUEFIN. OUR RESEARCHERS HAVE LONG BEEN TRACKING THE TRANS-PACIFIC MIGRATIONS OF THIS ICONIC OCEAN SPECIES. OVER THE PAST SIX YEARS, WE'VE SIGNIFICANTLY EXPANDED THE SCOPE OF OUR FIELD RESEARCH. IN THE SUMMER OF 2019, WORKING WITH SCIENTIFIC COLLEAGUES AND FISHERMEN IN JAPAN, WE DEPLOYED NEARLY 1,000 TRACKING TAGS ON PACIFIC BLUEFIN TUNAS IN JUST THREE DAYS. THIS RESEARCH FILLS CRITICAL KNOWLEDGE GAPS. BY TAGGING SMALLER, YOUNGER FISH NEAR JAPAN'S OKI ISLANDS, WE'RE GAINING A BETTER UNDERSTANDING OF WHERE PACIFIC BLUEFIN MIGRATE, WHEN THEY MAKE THE JOURNEY, AND HOW MANY CROSS THE OCEAN FROM THEIR BREEDING GROUNDS IN JAPAN ALL THE WAY TO THE EASTERN PACIFIC. WE'RE BRINGING THESE DATA TO INTERNATIONAL NEGOTIATIONS AND URGING PACIFIC NATIONS TO MAKE INFORMED, SCIENCE-BASED MANAGEMENT DECISIONS THAT WILL HELP THIS PRIZED COMMERCIAL FISHERY REBOUND. PUTTING SCIENCE TO WORK TO REDUCE PLASTIC POLLUTION A PIONEERING STUDY BY SCIENTISTS FROM THE AQUARIUM AND THE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE (MBARI) DOCUMENTING MICROPLASTIC POLLUTION IN MONTEREY BAY IS HAVING REAL-WORLD IMPACTS IN THE FIGHT TO REDUCE OCEAN PLASTIC POLLUTION. OUR RESEARCH TEAM FOUND MICROPLASTIC WAS MORE ABUNDANT IN DEEP OCEAN WATERS THAN AT THE SURFACE. THE TEAM TRACED ITS MOVEMENT THROUGH MARINE FOOD WEBS. THEY ALSO DISCOVERED THAT MOST OF THE MICROPLASTIC IN MONTEREY BAY IS COMMONLY USED IN CONSUMER PRODUCTS LIKE SINGLE-USE PLASTIC BEVERAGE BOTTLES, TAKE-OUT FOOD CONTAINERS AND OTHER PACKAGING. THESE FINDINGS SUGGEST THAT THE SOURCE OF MUCH OF THE PLASTIC POLLUTION IN THE OCEAN IS US - EVERYDAY CONSUMERS - THROUGH THE SINGLE-USE PLASTIC PRODUCTS WE BUY AND DISCARD. THAT CAUGHT THE EYE OF POLICYMAKERS WHEN WE BROUGHT THESE FINDINGS TO SACRAMENTO. OUR WORK HELPED PAVE THE WAY FOR VISIONARY STATE LEGISLATION THAT OFFERS A SOLUTION AS BIG AS THE PROBLEM. WE BELIEVE NO STATE IS BETTER POISED TO LEAD THE WAY ON THIS ISSUE THAN CALIFORNIA, WHICH HAS THE FIFTH LARGEST ECONOMY IN THE WORLD. SCIENCE-BASED POLICY SOLUTIONS ADVANCED HERE - BY GOVERNMENT, BUSINESSES AND CONSUMERS - CAN BECOME MODELS OF CHANGE AROUND THE GLOBE. EACH YEAR, MILLIONS OF TONS OF PLASTIC MAKE THEIR WAY TO THE OCEAN, IMPACTING MARINE WILDLIFE AND ECOSYSTEMS AROUND THE WORLD. THE GOOD NEWS: WE CAN SOLVE THIS PROBLEM, AND AQUARIUMS ARE ON THE FRONT LINES - STARTING WITH OUR OWN OPERATIONS. WE'VE ELIMINATED NEARLY ALL OF THE SINGLE-USE PLASTIC FROM OUR RESTAURANT AND CAFE AND CONTINUE TO REDUCE PLASTIC PACKAGING IN OUR RETAIL STORES. TODAY, FEWER THAN FIVE PERCENT OF OUR RETAIL ITEMS ARE PACKAGED IN SINGLE-USE PLASTIC; WE AIM TO FURTHER REDUCE THIS NUMBER THROUGH 2021. WE'RE NOT WORKING ALONE. ON EARTH DAY 2019, THE 20 U.S. MEMBERS OF THE AQUARIUM CONSERVATION PARTNERSHIP - WHICH WE CO-FOUNDED - ANNOUNCED COMMITMENTS TO REDUCE SINGLE-USE PLASTIC IN OUR OPERATIONS. TO DATE, ALL HAVE ELIMINATED PLASTIC BAGS AND STRAWS, AND MOST HAVE ELIMINATED PLASTIC BEVERAGE BOTTLES. NOW, MEMBER AQUARIUMS WILL ELIMINATE ALL SINGLE-USE PLASTIC FOODWARE AND MAKE OTHER SIGNIFICANT REDUCTIONS. BY SERVING AS MODELS AND RAISING OUR VOICES FOR OCEAN AND FRESHWATER CONSERVATION, U.S. AQUARIUMS ARE BUILDING NATIONWIDE MOMENTUM TO SHIFT AWAY FROM SINGLE-USE PLASTIC. CENTERING THE OCEAN IN THE CLIMATE CONVERSATION IN SEPTEMBER 2019, THE UNITED NATIONS INTERGOVERNMENTAL PANEL ON CLIMATE CHANGE TOLD THE STORY OF THE IMPACT OF CLIMATE CHANGE ON OCEAN HEALTH WHEN IT RELEASED ITS FIRST-EVER SPECIAL REPORT ON THE OCEAN & CRYOSPHERE IN A CHANGING CLIMATE. TOGETHER WITH MBARI, WE WORKED TO AMPLIFY THE REPORT'S CORE FINDINGS: THAT THE OCEAN IS GETTING HOTTER, MORE ACIDIC AND CAN HOLD LESS LIFE-GIVING OXYGEN DUE TO HUMAN-CAUSED CLIMATE CHANGE. WE AUTHORED AN OP-ED IN THE SAN FRANCISCO CHRONICLE CALLING ON LEADERS TO MOVE THE OCEAN FROM THE SIDELINES TO THE CENTER OF THE CLIMATE CONVERSATION. THAT MEANS REDOUBLING EFFORTS TO CUT GREENHOUSE GAS EMISSIONS, EMBRACING A RAPID TRANSITION TO RENEWABLE ENERGY SOURCES AND PROTECTING THE OCEAN SO IT CAN BOUNCE BACK FROM THE CLIMATE IMPACTS ALREADY UNDERWAY. WE PUBLISHED A SERIES OF SOCIAL MEDIA STORIES ABOUT THE OCEAN-CLIMATE CONNECTION. OUR INFOGRAPHIC ON THE OCEAN IMPACTS OF CLIMATE CHANGE WAS AMPLIFIED BY PROMINENT MEDIA OUTLETS AND EVEN A MEMBER OF CONGRESS. BRINGING OUR NET CARBON EMISSIONS DOWN TO ZERO CLIMATE CHANGE IS THE GREATEST ENVIRONMENTAL CHALLENGE OF OUR TIME. CARBON EMISSIONS FROM HUMAN ACTIVITIES POSE A TRIPLE THREAT TO OCEAN HEALTH: WARMING ITS WATERS, CHANGING ITS CHEMISTRY AND DEPLETING ITS OXYGEN. THIS IS AFFECTING NOT JUST OCEAN WILDLIFE BUT ALSO OUR OWN SURVIVAL - IN PROFOUND WAYS. |
| PROGRAM SERVICE ACCOMPLISHMENT DESCRIPTION | FORM 990, PART III LINE 4C CONSERVATION AND SCIENCE CONTINUED ONE OF THE AQUARIUM'S TOP PRIORITIES IS TO ADDRESS CLIMATE CHANGE AND ITS IMPACTS ON OCEAN HEALTH. AS ONE OF THE FIRST CULTURAL INSTITUTIONS TO SIGN THE "WE ARE STILL IN" DECLARATION - A PLEDGE IN SUPPORT OF THE GLOBAL CLIMATE PACT KNOWN AS THE PARIS AGREEMENT - WE HAVE COMMITTED TO ACHIEVING NET ZERO CARBON EMISSIONS IN OUR OWN OPERATIONS BY 2025. WE'RE DOING THIS IN TWO WAYS. FIRST, WE'RE REDUCING OUR CARBON DIOXIDE EMISSIONS AS MUCH AS POSSIBLE BY MAKING ENERGY EFFICIENCY IMPROVEMENTS, ENCOURAGING OUR STAFF AND VOLUNTEERS TO USE ALTERNATIVE TRANSPORTATION AND SHIFTING TO RENEWABLE ENERGY SOURCES. THEN, TO BALANCE OUT THE CARBON EMISSIONS WE CAN'T AVOID, WE'RE PURCHASING OFFSETS THAT ENABLE THE REMOVAL OF AN EQUIVALENT AMOUNT OF CARBON FROM THE ATMOSPHERE. SINCE 2017, THE AQUARIUM HAS BEEN WORKING WITH NATURAL CAPITAL PARTNERS TO ACHIEVE CARBONNEUTRAL CERTIFICATION, THE GLOBAL STANDARD. THE CERTIFICATION INVOLVES AN INDEPENDENT ASSESSMENT OF OUR CARBON EMISSIONS FROM DIRECT AND INDIRECT SOURCES. THEN, WE PURCHASE OFFSETS TO SUPPORT LOW-CARBON SUSTAINABLE DEVELOPMENT AND RENEWABLE ENERGY PROJECTS AROUND THE WORLD. THESE PROJECTS ARE INDEPENDENTLY VERIFIED TO ASSURE THE QUALITY OF THE EMISSIONS REDUCTIONS. ONE OF THE AQUARIUM'S OFFSET PROJECTS SUPPORTS THE RIMBA RAYA BIODIVERSITY RESERVE IN INDONESIA. THIS PROJECT CONSERVES CARBON-DENSE TROPICAL PEAT SWAMP, PREVENTING ITS CONVERSION TO A PALM OIL PLANTATION. THE RESERVE CONNECTS TO AN ADJACENT NATIONAL PARK AND PROTECTS HABITAT FOR THE ENDANGERED BORNEO ORANGUTAN. ANOTHER OFFSET PROJECT PURCHASE SUPPORTS ACRE AMAZONIAN RAINFOREST CONSERVATION IN BRAZIL. THIS PROJECT PREVENTS DEFORESTATION OF PRISTINE RAINFOREST IN THE AMAZON BASIN, WHILE ALSO PROTECTING SOME OF THE WORLD'S MOST BIODIVERSE HABITATS. MANAGERS WORK CLOSELY WITH LOCAL SUBSISTENCE FARMERS TO GRANT LAND TENURE AND DEVELOP NEW WAYS OF WORKING THAT CONSERVE THE TREES. WE'RE AIMING FOR NET ZERO CARBON EMISSIONS FOR OUR NIGHTTIME CORPORATE EVENTS, TOO. ABOUT 25,000 PEOPLE VISIT THE AQUARIUM ANNUALLY FOR THESE SPECIAL EVENTS. IN LATE 2019, THE AQUARIUM'S CORPORATE EVENTS PROGRAM ACHIEVED CARBONNEUTRAL CERTIFICATION. THIS REFLECTS OUR COMMITMENT TO IMPROVE ENERGY EFFICIENCY, INCREASE RENEWABLE ENERGY SOURCES AND REDUCE FOOD WASTE. THE PROGRAM EVEN ALLOWS ATTENDEES TO OFFSET THE EMISSIONS FROM THEIR TRAVEL TO THE AQUARIUM AND THEIR HOTEL STAYS. THESE CARBON OFFSETS SUPPORT AN AFFORESTATION PROJECT IN SOUTHERN MEXICO. THIS PROJECT IS CREATING SUSTAINABLE FOREST STEWARDSHIP COUNCIL (FSC) CERTIFIED PLANTATIONS, USING TEAK AS A HIGH-QUALITY TIMBER PRODUCT TO SEQUESTER CARBON AND REGENERATE DEGRADED LAND. IN ADDITION TO THESE CARBON OFFSETS, WE ARE FUNDING THE PLANTING OF MANGROVES, WHICH PLAY A CRITICAL ROLE IN THE HEALTH AND RESILIENCE OF THE COASTAL AREA AROUND CAMPECHE ON THE GULF OF MEXICO. THESE ARE JUST SOME OF THE BUSINESS CHANGES WE'RE MAKING TO REDUCE GREENHOUSE GAS EMISSIONS, CUT WASTE, SUPPORT SUSTAINABLE SEAFOOD PRODUCTION AND PROTECT THE REMARKABLE MONTEREY BAY ECOSYSTEM JUST OFF OUR BACK DECK. WE'RE EXCITED TO LEAD THE WAY AS A MODEL FOR OTHER CULTURAL INSTITUTIONS AND A STEWARD OF OUR GLOBAL OCEAN. HONORING A NEW SLATE OF CALIFORNIA OCEAN CHAMPIONS THE AQUARIUM PRESENTED FOUR STATE LEADERS WITH OUR 2019 CALIFORNIA OCEAN CHAMPION AWARDS TO HONOR THEIR SIGNIFICANT CONTRIBUTIONS TO OCEAN AND COASTAL LEADERSHIP. THE AWARD IS PART OF THE AQUARIUM'S WORK TO INSPIRE AND INFORM GOVERNMENT DECISION-MAKERS TO TAKE SCIENCE-BASED ACTION ON BEHALF OF THE OCEAN. THESE AWARDEES JOIN AN ESTEEMED GROUP OF PAST CALIFORNIA OCEAN CHAMPION AWARD WINNERS WHO HAVE STOOD STRONG FOR OUR TREASURED OCEAN AND COAST. BECAUSE OF THEIR EFFORTS, CALIFORNIA CONTINUES TO SHOW THE WORLD THAT A HEALTHY ENVIRONMENT AND A THRIVING ECONOMY GO HAND IN HAND. FAMILY OR BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2: JULIE PACKARD, CHRIS SCHOLIN AND BARBARA WRIGHT HAVE A BUSINESS RELATIONSHIP. JULIE PACKARD AND MEG CALDWELL HAVE A BUSINESS RELATIONSHIP. MICHAEL MANTELL AND MARK WAN HAVE A BUSINESS RELATIONSHIP. JULIE PACKARD, SUSAN ORR AND LOUISE STEPHENS HAVE A FAMILY RELATIONSHIP. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11A: THE FORM 990 IS PREPARED BY GRANT THORNTON LLP BASED ON AUDITED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF THE AQUARIUM'S FINANCE AND ACCOUNTING STAFF. THE DRAFT OF THE 990 IS REVIEWED BY THE CONTROLLER, CFO, SECRETARY AND LEGAL COUNSEL, AND EXECUTIVE DIRECTOR WITH REVISIONS INCORPORATED AS NEEDED. UPON ACCEPTANCE OF THE FINAL VERSION, THE 990 IS SHARED FIRST WITH THE AUDIT COMMITTEE FOR ITS REVIEW AND THEN DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. |
| MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C: THE AQUARIUM REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICIES. TRUSTEES AND OFFICERS CONFLICT OF INTEREST POLICY - THE EXECUTIVE DIRECTOR'S OFFICE ASSURES THAT ALL DISCLOSURES FORMS (AND MITIGATION PLANS, IF APPLICABLE) HAVE BEEN RECEIVED BY JANUARY 31 OF EACH YEAR FROM ALL TRUSTEES AND OFFICERS, PREPARES A SUMMARY OF DISCLOSURES, AND FORWARDS THE COMPLETED FORMS AND THE SUMMARY TO THE AQUARIUM'S CONFLICTS REVIEW PANEL, CONSISTING OF THE EXECUTIVE DIRECTOR, LEGAL COUNSEL, CHIEF HUMAN RESOURCES OFFICER, THE CHIEF FINANCIAL OFFICER (CFO), CONTROLLER AND DIRECTOR OF FINANCE. TRUSTEES AND OFFICERS ALSO ACKNOWLEDGE RECEIPT AND UNDERSTANDING OF THE AQUARIUMS COI POLICY IN CONJUNCTION WITH PROVIDING THE ANNUAL DISCLOSURES. FOLLOWING REVIEW BY THE PANEL, THE PANELS FINDINGS AND THE DISCLOSURES ARE PROVIDED TO THE BOARD'S AUDIT COMMITTEE, WHICH REVIEWS THE DISCLOSURES AND MAKES A REPORT TO THE BOARD AT ITS MARCH BOARD MEETING. BOTH THE PANEL AND THE AUDIT COMMITTEE ANNUALLY EVALUATE THE EFFECTIVENESS OF THE PROCESS. THE CFO AND CONTROLLER ASSURE APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND TAX FILINGS PREPARER. TRUSTEES AND OFFICERS HAVE A CONTINUING DUTY TO MAKE ADDITIONAL DISCLOSURES THROUGHOUT THE YEAR IF WARRANTED. EMPLOYEES CODE OF ETHICAL CONDUCT POLICY - THE CHIEF HUMAN RESOURCES OFFICER FORWARDS THE CODE, WHICH INCLUDES A SECTION ON CONFLICTS OF INTEREST, TO ALL MANAGERS IN EARLY JANUARY EACH YEAR, AND ASSURES THAT EACH MANAGER RESPONDS THAT THEY HAVE READ IT AND ARE IN COMPLIANCE BY JANUARY 31. MANAGERS ARE ALSO REQUIRED TO DISCLOSE ANY INTERESTS WHICH COULD GIVE RISE TO CONFLICT, AND TO ASSURE THAT ANY STAFF IN THEIR AREAS WITH INTERESTS WHICH COULD GIVE RISE TO CONFLICT HAS DONE THE SAME. DISCLOSURES (AND MITIGATION PLANS, IF APPLICABLE) ARE REVIEWED BY THE EXECUTIVE DIRECTOR, CHIEF HUMAN RESOURCES OFFICER AND CFO BY MARCH. THIS TEAM ALSO EVALUATES THE EFFECTIVENESS OF THE PROCESS. THE CFO ASSURES APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND TAX FILINGS PREPARER. EMPLOYEES HAVE A CONTINUING DUTY TO MAKE ADDITIONAL DISCLOSURES THROUGHOUT THE YEAR IF WARRANTED. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINES 15: THE BOARD OF TRUSTEES MAINTAINS A PERFORMANCE EVALUATION PROCESS FOR THE CHIEF EXECUTIVE OFFICER, REFERRED TO AS THE EXECUTIVE DIRECTOR, WHO IS A MEMBER OF THE BOARD. THE BOARD'S EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT DIRECTORS, REVIEWS THE CEO'S PERFORMANCE WITH INPUT FROM THE OTHER BOARD MEMBERS, AND RECOMMENDS THE COMPENSATION OF THE CEO TO THE BOARD. THE COMMITTEE OBTAINS AND REVIEWS MARKET SURVEY DATA FROM SEVERAL INDEPENDENT ORGANIZATIONS (IN 2019 THIS WAS FIVE NATIONAL AND REGIONAL FIRMS, INCLUDING ONE CUSTOM SURVEY) CONTAINING DATA FOR COMPARABLE POSITIONS AT COMPARABLE ORGANIZATIONS. THE COMMITTEE PROVIDES THE PERFORMANCE REVIEW AND COMPARABLE SALARY INFORMATION TO THE BOARD AND RECOMMENDS THE CEO'S COMPENSATION. BASED UPON THE PERFORMANCE REVIEW AND COMPARABLE SALARY INFORMATION, THE INDEPENDENT MEMBERS OF THE BOARD DETERMINE THAT THE COMPENSATION IS FAIR, JUST AND REASONABLE AND THEN APPROVES TOTAL COMPENSATION FOR THE CEO. THE BOARD DELEGATES TO THE EXECUTIVE COMPENSATION COMMITTEE THE PERFORMANCE REVIEW AND COMPENSATION APPROVAL OF THE CHIEF FINANCIAL OFFICER, WHO IS NOT A MEMBER OF THE BOARD, AND ANY OTHER OFFICERS OR SENIOR STAFF WHO ARE HIGHLY COMPENSATED. BASED UPON THE PERFORMANCE REVIEW AND COMPARABLE SALARY INFORMATION, THE COMMITTEE DETERMINES THAT THE COMPENSATION IS FAIR, JUST AND REASONABLE AND APPROVES THE EXECUTIVE DIRECTOR'S RECOMMENDATION OF TOTAL COMPENSATION FOR THE CFO AND ALL OTHER KEY EMPLOYEES. IN EACH CASE, THE REVIEW AND APPROVAL IS CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE COMMITTEE AND THE BOARD, RESPECTIVELY. |
| DOCUMENTS MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19: THE AQUARIUM MAKES ITS AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR THE MOST RECENT THREE YEARS AVAILABLE TO THE PUBLIC BY POSTING ON ITS WEBSITE. THE CONFLICTS OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST WITHIN TWO BUSINESS DAYS |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST IN CHARITABLE REMAINDER TRUST: 264,492 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Support Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Pacific Street | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770569564 | EIN |
| Primary Activities | Property Mgmt | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12-I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBAF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEREY BAY AQUARIUM SUPPORT SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | k | TransactionTypeTxt |
| Involved | $140,575 | InvolvedAmt |
| Method Of Amount Determination | Recorded value | MethodOfAmountDeterminationTxt |