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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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T09:47:31-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 CALIFORNIA STREET SUITE 2700AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942487469EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Monterey Bay Aquarium FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN DAVISInCareOfNm
Business Name ControlMONTBusinessNameControlTxt
Phone8316484800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1886 Cannery RowAddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTROY GRANDEPersonNm
Person TitleCFOPersonTitleTxt
Phone8316484800PhoneNum
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonQI WEN LIANGPreparerPersonNm
PTINP01270238PTIN
Phone4159863900PhoneNum
Preparation2020-11-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.26.150.8IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id94336920203165000000FederalOriginalSubmissionId
Federal Original Submission Id2020-11-11FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id84FECB16A53B9C5F794A37F2D6968FF20F819270AtSubmissionCreationDeviceId
At Submission Filing Device Id85285106D67D06EDFF820F5FFC2BA856D01BFB4BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJulie PackardPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1886 Cannery RowAddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$328,478,983GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.montereybayaquarium.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE MONTEREY BAY AQUARIUM IS TO INSPIRE CONSERVATION OF THE OCEAN. SEE SCHEDULE O FOR FURTHER DETAIL.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee735TotalEmployeeCnt
Total Volunteers1514TotalVolunteersCnt
Total Gross UBI$184,740TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$73,934NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$58,258,026PYContributionsGrantsAmt
CY Contributions Grants$61,820,387CYContributionsGrantsAmt
PY Program Service Revenue$54,578,000PYProgramServiceRevenueAmt
CY Program Service Revenue$52,800,570CYProgramServiceRevenueAmt
PY Investment Income$11,858,052PYInvestmentIncomeAmt
CY Investment Income$6,025,524CYInvestmentIncomeAmt
PY Other Revenue$182,058PYOtherRevenueAmt
CY Other Revenue$988,739CYOtherRevenueAmt
PY Total Revenue$124,876,136PYTotalRevenueAmt
CY Total Revenue$121,635,220CYTotalRevenueAmt
PY Grants And Similar Paid$290,580PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$968,255CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$46,769,739PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$49,276,345CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$267,615PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$245,827CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,123,820CYTotalFundraisingExpenseAmt
PY Other Expenses$49,277,567PYOtherExpensesAmt
CY Other Expenses$47,721,232CYOtherExpensesAmt
PY Total Expenses$96,605,501PYTotalExpensesAmt
CY Total Expenses$98,211,659CYTotalExpensesAmt
PY Revenues Less Expenses$28,270,635PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,423,561CYRevenuesLessExpensesAmt
Total Assets BOY$485,041,278TotalAssetsBOYAmt
Total Assets EOY$541,058,075TotalAssetsEOYAmt
Total Liabilities BOY$23,393,799TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,676,490TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$461,647,479NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$521,381,585NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE MONTEREY BAY AQUARIUM IS TO INSPIRE CONSERVATION OF THE OCEAN. SEE SCHEDULE O FOR FURTHER DETAIL.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$49,048,226ExpenseAmt
Grant$566,111GrantAmt
Revenue$52,800,570RevenueAmt
DescAnimal care and aquarium experience - See Schedule ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$22,132,282ExpenseAmt
Grant$134,220GrantAmt
Revenue$0RevenueAmt
DescEducation and Outreach - See Schedule ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$12,938,952ExpenseAmt
Grant$267,924GrantAmt
Revenue$631,091RevenueAmt
DescConservation and Science - See Schedule ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$84,119,460TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document226IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee735EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN DAVISPersonNm
Phone8316484800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1886 CANNERY ROWAddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Julie Packard
Executive Director28.00.0Yes (X)Yes (X)$331,876$0$38,214
Cristina Fekeci
Chief Development Officer40.00.0$319,595$0$40,641Yes (X)
Cynthia Vernon
Chief Operating Officer40.01.0Yes (X)$276,577$0$52,134
Troy A Grande
CFO & Treasurer40.01.0Yes (X)$264,306$0$60,030
Marian Martha Hahn
Chief Marketing Officer40.00.0$231,916$0$32,925Yes (X)
Margaret Spring
VP Con & Sci Chief Cnsrv Off40.00.0$218,618$0$44,808Yes (X)
Teresa Jeanine Merry
Chief Human Resources Officer40.00.0$203,123$0$45,038Yes (X)
Nancy Enterline
VP of Development40.00.0$172,545$0$54,200Yes (X)
Jennifer Dianto Kemmer
VP of Global Ocean Initiatives40.00.0$192,058$0$34,466Yes (X)
Charles Aslanian
VP of Facility Operations40.00.0$178,903$0$41,241Yes (X)
Robert Mann
Director of IT40.00.0$163,666$0$49,074Yes (X)
Jon Hoech
VP of Animal Care40.00.0$166,886$0$38,556Yes (X)
Jonathan Davis
Controller40.00.0$168,922$0$35,973Yes (X)
Mary C Mullen
VP of Gift Planning40.00.0$173,161$0$29,129Yes (X)
Rita Bell
VP of Education40.00.0$159,557$0$27,156Yes (X)
David Rosenberg
VP of Guest Experience40.00.0$167,366$0$16,565Yes (X)
Stephen C Neal
Chairman1.00.0Yes (X)Yes (X)$0$0$0
Dr Peter S Bing
Chair Emeritus (THRU 04/2019)1.00.0Yes (X)$0$0$0
Tegan Acton
Trustee1.00.0Yes (X)$0$0$0
Susan Bell
Trustee (THRU 06/2019)1.00.0Yes (X)$0$0$0
Margaret Caldwell
Trustee1.00.0Yes (X)$0$0$0
Samantha Campbell
Trustee1.00.0Yes (X)$0$0$0
Caroline Getty
Trustee1.00.0Yes (X)$0$0$0
MRC Greenwood
Trustee1.00.0Yes (X)$0$0$0
Mike Gupta
Trustee (As of June 2019)1.00.0Yes (X)$0$0$0
William Landreth
Trustee1.00.0Yes (X)$0$0$0
Joan Lane
Trustee1.00.0Yes (X)$0$0$0
Michael Mantell
Trustee1.00.0Yes (X)$0$0$0
Connie Martinez
Trustee1.00.0Yes (X)$0$0$0
Susan Orr
Trustee (As of March 2019)1.00.0Yes (X)$0$0$0
Pietro Parravano
Trustee1.00.0Yes (X)$0$0$0
Chris Scholin
Trustee1.00.0Yes (X)$0$0$0
Greg Silverman
Trustee (As of June 2019)1.00.0Yes (X)$0$0$0
Mark Wan
Trustee1.00.0Yes (X)$0$0$0
Gideon Yu
Trustee1.00.0Yes (X)$0$0$0
Louise Stephens
Trustee (As of December 2019)1.00.0Yes (X)$0$0$0
Barbara Wright
Secretary1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,389,075TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$640,150TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K71IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Blach Construction Company
2244 Blach Place Ste 100SAN JOSECA95131construction$7,785,516
Impacts Research
41 Logan CircleST SIMONS ISLANDGA31522advertising$4,637,000
Adage Technology
10 S Riverside PlazaCHICAGOIL60606web consultant$1,269,325
Hub Strategy and Communication
39 Mesa 212SAN FRANCISCOCA94129MARKETING$1,248,323
Bogard Construction Inc
350 Coral St Ste A-106SANTA CRUZCA95060construction$710,080
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K59CntrctRcvdGreaterThan100KCnt
Membership Dues$13,648,202MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$202,564GovernmentGrantsAmt
All Other Contributions$47,969,621AllOtherContributionsAmt
Noncash Contributions$1,646,842NoncashContributionsAmt
Total Contributions$61,820,387TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADMISSION FEES611600$45,641,037$45,641,037$0$0
OTHER PROGRAM REVENUE900099$7,159,533$7,159,533$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$52,800,570TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,394,678TotalRevenueColumnAmt
Unrelated Business Revenue-$104,479UnrelatedBusinessRevenueAmt
Exclusion$3,499,157ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$357,648RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$357,648RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$357,648TotalRevenueColumnAmt
Unrelated Business Revenue$105,439UnrelatedBusinessRevenueAmt
Exclusion$252,209ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$209,474,609SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$206,832,756SecuritiesAmt
Other$11,007OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,641,853SecuritiesAmt
Other-$11,007OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,630,846TotalRevenueColumnAmt
Unrelated Business Revenue$183,780UnrelatedBusinessRevenueAmt
Exclusion$2,447,066ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLICENSING REVENUEDesc
Business900099BusinessCd
Total Revenue Column$631,091TotalRevenueColumnAmt
Related Or Exempt Func Income$631,091RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$631,091OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$121,635,220TotalRevenueColumnAmt
Related Or Exempt Func Income$53,431,661RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$184,740UnrelatedBusinessRevenueAmt
Exclusion$6,198,432ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$624,118TotalAmt
Program Services$624,118ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$310,516TotalAmt
Program Services$310,516ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$33,621TotalAmt
Program Services$33,621ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,014,846TotalAmt
Program Services$1,502,427ProgramServicesAmt
Management And General$845,899ManagementAndGeneralAmt
Fundraising$666,520FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,918,580TotalAmt
Program Services$29,338,355ProgramServicesAmt
Management And General$2,799,553ManagementAndGeneralAmt
Fundraising$1,780,672FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,785,808TotalAmt
Program Services$2,430,672ProgramServicesAmt
Management And General$210,268ManagementAndGeneralAmt
Fundraising$144,868FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,742,999TotalAmt
Program Services$5,680,126ProgramServicesAmt
Management And General$691,390ManagementAndGeneralAmt
Fundraising$371,483FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,814,112TotalAmt
Program Services$2,411,221ProgramServicesAmt
Management And General$238,781ManagementAndGeneralAmt
Fundraising$164,110FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$274,021TotalAmt
Program Services$116,875ProgramServicesAmt
Management And General$157,042ManagementAndGeneralAmt
Fundraising$104FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$204,164TotalAmt
Management And General$204,164ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$206,485TotalAmt
Program Services$206,485ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$245,827TotalAmt
Fundraising$245,827FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$298,923TotalAmt
Management And General$298,923ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,769,969TotalAmt
Program Services$7,146,968ProgramServicesAmt
Management And General$919,805ManagementAndGeneralAmt
Fundraising$703,196FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,493,957TotalAmt
Program Services$7,481,850ProgramServicesAmt
Management And General$11,198ManagementAndGeneralAmt
Fundraising$909FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,543,260TotalAmt
Program Services$3,058,555ProgramServicesAmt
Management And General$63,892ManagementAndGeneralAmt
Fundraising$420,813FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,299,503TotalAmt
Program Services$3,869,825ProgramServicesAmt
Management And General$374,380ManagementAndGeneralAmt
Fundraising$55,298FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$34,730TotalAmt
Program Services$34,505ProgramServicesAmt
Fundraising$225FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,138,964TotalAmt
Program Services$6,465,301ProgramServicesAmt
Management And General$368,960ManagementAndGeneralAmt
Fundraising$304,703FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,239,277TotalAmt
Program Services$1,912,483ProgramServicesAmt
Management And General$137,726ManagementAndGeneralAmt
Fundraising$189,068FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$243,642TotalAmt
Program Services$201,544ProgramServicesAmt
Management And General$28,462ManagementAndGeneralAmt
Fundraising$13,636FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,941,342TotalAmt
Program Services$10,614,956ProgramServicesAmt
Management And General$1,280,621ManagementAndGeneralAmt
Fundraising$45,765FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$547,253TotalAmt
Program Services$532,738ProgramServicesAmt
Management And General$10,961ManagementAndGeneralAmt
Fundraising$3,554FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPONSORSHIPS AND GIFTS$314,027$146,319$154,639$13,069
MISCELLANEOUS EXPENSE$171,715$171,715

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$98,211,659TotalAmt
Program Services$84,119,460ProgramServicesAmt
Management And General$8,968,379ManagementAndGeneralAmt
Fundraising$5,123,820FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,026,554BOYAmt
EOY$6,068,761EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,006,640BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,605,950BOYAmt
EOY$22,336,021EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,310,201BOYAmt
EOY$2,205,538EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,388,503BOYAmt
EOY$1,914,481EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$328,638,716LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$174,472,366LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$150,693,085BOYAmt
EOY$154,166,350EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$68,476,506BOYAmt
EOY$81,535,765EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$224,639,451BOYAmt
EOY$264,586,349EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,894,388BOYAmt
EOY$8,244,810EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$485,041,278BOYAmt
EOY$541,058,075EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,480,228BOYAmt
EOY$10,179,116EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,789,909BOYAmt
EOY$9,385,184EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$123,662BOYAmt
EOY$112,190EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,393,799BOYAmt
EOY$19,676,490EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$397,107,260BOYAmt
EOY$439,327,017EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$64,540,219BOYAmt
EOY$82,054,568EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$461,647,479BOYAmt
EOY$521,381,585EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$485,041,278BOYAmt
EOY$541,058,075EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$23,423,561ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$36,046,053NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$264,492OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,085,009CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,487,795CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,375,810CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,258,026CurrentTaxYearMinus1YearAmt
Current Tax Year$61,820,387CurrentTaxYearAmt
Total$268,027,027TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,085,009CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,487,795CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,375,810CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58,258,026CurrentTaxYearMinus1YearAmt
Current Tax Year$61,820,387CurrentTaxYearAmt
Total$268,027,027TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$69,360,421SubstantialContributorsTotAmt
Public Support Total170$198,666,606PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,676,470CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,665,009CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,928,617CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,129,619CurrentTaxYearMinus1YearAmt
Current Tax Year$3,752,326CurrentTaxYearAmt
Total$28,152,041TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,480CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$34,480TotalAmt
FieldValueIRS element (for citing)
Total Support$296,213,548TotalSupportAmt
Gross Receipts Rltd Activities$252,397,276GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67069PublicSupportCY170Pct
Public Support PY1700.73829PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,052FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$204,433FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$206,485FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$97,288,709FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$97,495,194FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$338,355CurrentYearMinus3Amt
Current Year Minus2$209,661CurrentYearMinus2Amt
Current Year Minus1$210,977CurrentYearMinus1Amt
Current Year$206,485CurrentYearAmt
Total$965,478TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$105CurrentYearMinus2Amt
Current Year Minus1$7,321CurrentYearMinus1Amt
Current Year$2,052CurrentYearAmt
Total$9,478TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$233,228,187BeginningYearBalanceAmt
Contributions$2,946,556ContributionsAmt
Investment Earnings Or Losses$39,997,740InvestmentEarningsOrLossesAmt
Other Expenditures$8,600,000OtherExpendituresAmt
End Year Balance$267,572,483EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$239,831,456BeginningYearBalanceAmt
Contributions$10,625,727ContributionsAmt
Investment Earnings Or Losses-$10,238,996InvestmentEarningsOrLossesAmt
Other Expenditures$6,990,000OtherExpendituresAmt
End Year Balance$233,228,187EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$196,825,806BeginningYearBalanceAmt
Contributions$15,723,311ContributionsAmt
Investment Earnings Or Losses$33,455,339InvestmentEarningsOrLossesAmt
Other Expenditures$6,173,000OtherExpendituresAmt
End Year Balance$239,831,456EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$127,401,810BeginningYearBalanceAmt
Contributions$65,084,000ContributionsAmt
Investment Earnings Or Losses$9,173,000InvestmentEarningsOrLossesAmt
Other Expenditures$4,833,004OtherExpendituresAmt
End Year Balance$196,825,806EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$131,038,945BeginningYearBalanceAmt
Contributions$1,009,663ContributionsAmt
Investment Earnings Or Losses-$422,798InvestmentEarningsOrLossesAmt
Other Expenditures$4,224,000OtherExpendituresAmt
End Year Balance$127,401,810EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.85690BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.10490PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03820TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,797,822OtherCostOrOtherBasisAmt
Book Value$24,797,822BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$202,529,991OtherCostOrOtherBasisAmt
Depreciation$100,672,591DepreciationAmt
Book Value$101,857,400BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,850,528OtherCostOrOtherBasisAmt
Depreciation$25,864,729DepreciationAmt
Book Value$6,985,799BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$68,460,375OtherCostOrOtherBasisAmt
Depreciation$47,935,046DepreciationAmt
Book Value$20,525,329BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$154,166,350TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY FUND$138,215,604F
BOND FUNDS$49,613,301F
HEDGE FUNDS$27,342,181F
NONMARKETABLE INVESTMENTS$49,415,263F
FieldValueIRS element (for citing)
Total Book Value Securities$264,586,349TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescGIFT ANNUITY PAYMENT LIABILITYDesc
Amt$112,190Amt
FieldValueIRS element (for citing)
Total Liability$112,190TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
INTENDED USE OF ENDOWMENT FUNDSSCHEDULE 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) FOOTNOTESCHEDULE 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanProgram ServicesConferences/Consults$5,930
East Asia and the PacificProgram ServicesConferences/Consults$212,161
Europe (Including Iceland and Greenland)Program ServicesConferences/Consults$107,436
Middle East and North AfricaProgram ServicesConferences/Consults$4,012
North AmericaProgram ServicesConferences/Consults$20,635
South AmericaProgram ServicesConferences/Consults$21,260
South AsiaProgram ServicesConferences/Consults$5,629
Sub-Saharan AfricaProgram ServicesConferences/Consults$1,506
North AmericaGrantmaking$33,621
Central America and the CaribbeanInvestments$27,342,181
FieldValueIRS element (for citing)
Subtotal Spent$27,754,371SubtotalSpentAmt
Total Spent$27,754,371TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionNorth AmericaRegionTxt
Purpose Of GrantMigratory movement, Ecology & Conservation of Rays in Gulf of CaliforniaPurposeOfGrantTxt
Cash Grant$33,621CashGrantAmt
Manner Of Cash DisbursementwireMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROCEDURES FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE UNITED STATESSCHEDULE 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 GRANTSSCHEDULE F, PART II, COLUMN D GRANT OF $33,621 - MIGRATORY MOVEMENT, ECOLOGY & CONSERVATION OF RAYS IN GULF OF CALIFORNIA

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmtGross ReceiptsGrossReceiptsAmt
Feldstein Co LLC
601 Skokie Blvd Suite 103NorthbrookIL60063Consulting MARKETINGfalse$162,000-$162,000
S D A Teleservices
57 West Century Blvd Ste 300Los AngelesCA90045Telemarketfalse$83,827$84,163$167,990
FieldValueIRS element (for citing)
Total Gross Receipts$167,990TotalGrossReceiptsAmt
Total Retained By Contractors$245,827TotalRetainedByContractorsAmt
Total Net To Organization-$77,837TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MONTEREY BAY FISHERIES TRUST
99 PACIFIC STREET SUITE 575CMONTEREYCA93940471978379501(c)(3)$54,436Grants funded for fishing conservation
Monterey Bay Aquarium Research Institute
7700 SANDHOLDT ROADMOSS LANDINGCA95039770150580501(c)(3)$500,000Support for research and outreach projects
CA STATE UNIVERSITY LONG BEACH
6300 ST UNI STE 332LONG BEACHCA90815931150363115$14,920Support rapid response team white shark tagging
UC SANTA CRUZ
1156 HIGH STREETSANTA CRUZCA95064941539563115$27,500Fund research and tag mobula rays
SAN JOSE STATE RESEARCH FOUNDATION
210 N FOURTH STREET 4TH FLRSAN JOSECA95112946017638501(c)(3)$9,926Validating age & growth of fish Mexican waters
COLBY COLLEGE
4120 MAYFLOWER HILLWATERVILLEME04901010211497501(C)(3)$17,336Blue Fin Tuna data mining
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FELLOWSHIP3$171,296
Individual Scholarship31$31,950
Teacher Stipends107$107,270

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATESFormAndLineReferenceDesc
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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

FieldValueIRS element (for citing)
Form And Line ReferenceGROSS-UP PAYMENTS AND HEALTH CLUB DUES:FormAndLineReferenceDesc
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution83ContributionCnt
Noncash Contributions Rpt F990$1,614,614NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution30ContributionCnt
Noncash Contributions Rpt F990$32,228NoncashContributionsRptF990Amt
Method Of Determining RevenuesOPINION OF EXPERTSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION'S MISSIONFORM 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 DESCRIPTIONFORM 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 DESCRIPTIONFORM 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 DESCRIPTIONFORM 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 DESCRIPTIONFORM 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 DESCRIPTIONFORM 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 POLICYFORM 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 COMPENSATIONFORM 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 PUBLICFORM 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 ASSETSFORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST IN CHARITABLE REMAINDER TRUST: 264,492

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