2025-09-29T07:57:31-05:00 2024-12-31 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 Raleigh Road Suite 300 Chapel Hill NC 27517 990 2024-01-01 561512990 THE NORTH CAROLINA AQUARIUM SOCIETY NORT 9198775500 3125 Poplarwood Court Suite 160 1 RALEIGH NC 27604 Ronnie Sloan Treasurer 9198775500 2025-08-04 1 0 DEETRA B WATSON P00534544 9199428700 2024 2025-03-06 01:10:19Z Ronnie Sloan 3125 Poplarwood Court Suite 160 160 RALEIGH NC 27604 24159280 0 X https://ncaquariumsociety.com X 1986 NC Inspiring appreciation and conservation of our aquatic environments. 45 45 140 62 263692 135031 6121683 9998300 571503 567719 444012 825464 5624381 5361995 12761579 16753478 1548179 2190511 0 0 3026954 3100444 186976 159102 584521 2843940 2575823 7606049 8025880 5155530 8727598 41060870 49177767 9544610 7908390 31516260 41269377 X The North Carolina Aquarium Society is a private, nonprofit organization whose purpose is to support the mission of the North Carolina Aquariums and their work in conservation, education and research through advocacy, philanthropic engagement and enhanced guest experiences. This support is provided through donations, exhibit and program sponsorships, membership programs, gift shop operations, and advocacy. 0 0 3351644 2190511 500308 Aquarium Support: The Aquarium Society provides support for numerous projects at the three NC aquariums and one pier such as new exhibits, educational programs, lecture series, workshops, etc. Aquarium Society employees allocate significant portions of their time and energy in direct and indirect aquarium support. 2446535 5024418 Gift Shop: The Aquarium Society owns and operates four gift shops that provide visitors with merchandise such as books, field guides, games, and puzzles that reinforce the Aquarium's educational mission. 490708 141296 Membership Development: The Aquarium Society manages membership programs for the Aquariums and Pier, with categories for individuals, couples, families and businesses. Members receive free admission, program discounts and other benefits. 6288887 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 140 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 45 45 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X Shana Barclay 9892396791 3125 POPLARWOOD COURT SUITE 160 RALEIGH NC 27604 BRICK BROWN III Chair-Elect 2.00 X X 0 0 0 DREW COVERT CHAIRMAN 2.00 X X 0 0 0 RONNIE SLOAN TREASURER 2.00 X X 0 0 0 DEBORAH ALBERT BOARD MEMBER 0.50 X 0 0 0 HARRY ARCHER BOARD MEMBER 0.50 X 0 0 0 BILL BELK BOARD MEMBER 0.50 X 0 0 0 BILL BERRY BOARD MEMBER 1.00 X 0 0 0 MYRA BEST BOARD MEMBER 1.00 X 0 0 0 JOYCE Blount BOARD MEMBER 0.50 X 0 0 0 JAY BRILEY BOARD MEMBER 0.50 X 0 0 0 CHARLTON BURNS BOARD MEMBER 1.00 X 0 0 0 STEVE COGGINS BOARD MEMBER 1.00 X 0 0 0 VIRGINIA CUTHRELL BOARD MEMBER 0.50 X 0 0 0 CAROLYN GREEN BOARD MEMBER 0.50 X 0 0 0 THOMAS HACKNEY BOARD MEMBER 0.50 X 0 0 0 ALLAN HARVIN BOARD MEMBER 0.50 X 0 0 0 OLIVIA HOLDING BOARD MEMBER 0.50 X 0 0 0 TESS JUDGE BOARD MEMBER 0.50 X 0 0 0 ART KEENEY BOARD MEMBER 0.50 X 0 0 0 JOYCE KOHN BOARD MEMBER 0.50 X 0 0 0 HARRY MACDONALD BOARD MEMBER 0.50 X 0 0 0 BOB MATTOCKS BOARD MEMBER 0.50 X 0 0 0 SUSAN MOFFAT-THOMAS BOARD MEMBER 0.50 X 0 0 0 ADRIENNE MOORE BOARD MEMBER 0.50 X 0 0 0 GREG NICHOLS BOARD MEMBER 0.50 X 0 0 0 DANA O'DONOVAN BOARD MEMBER 0.50 X 0 0 0 SUZANNE PECHELES BOARD MEMBER 0.50 X 0 0 0 WES PERRY BOARD MEMBER 0.50 X 0 0 0 CHARLES PIERCE BOARD MEMBER 0.50 X 0 0 0 EDYTHE POYNER BOARD MEMBER 0.50 X 0 0 0 CHUCK REVELLE BOARD MEMBER 0.50 X 0 0 0 BRUCE ROBERTS BOARD MEMBER 0.50 X 0 0 0 WES SEEGARS BOARD MEMBER 0.50 X 0 0 0 JON SEGAL BOARD MEMBER 0.50 X 0 0 0 ADAM SHAY BOARD MEMBER 0.50 X 0 0 0 JOHNNY TILLETT BOARD MEMBER 0.50 X 0 0 0 JORDY WHICHARD BOARD MEMBER 0.50 X 0 0 0 KATHARINE WHITLEY BOARD MEMBER 0.50 X 0 0 0 RICK WILLETTS BOARD MEMBER 0.50 X 0 0 0 HOPE WILLIAMS BOARD MEMBER 0.50 X 0 0 0 REID WILSON NC DNCR BOARD MEMBER EX-OFFICIO 0.50 X 0 0 0 MARVIN BARNES BOARD MEMBER EMERITI 0.50 X 0 0 0 FRANK BLOCK BOARD MEMBER EMERITI 0.50 X 0 0 0 ALICE BOST BOARD MEMBER EMERITI 0.50 X 0 0 0 CHARLES EVANS BOARD MEMBER EMERITI 0.50 X 0 0 0 DICK FUTRELL JR BOARD MEMBER EMERITI 0.50 X 0 0 0 ALEX MACFADYEN JR BOARD MEMBER EMERITI 0.50 X 0 0 0 BESTY OAKLEY BOARD MEMBER EMERITI 0.50 X 0 0 0 CONNIE PARKER BOARD MEMBER EMERITI 0.50 X 0 0 0 WALTER PHILLIPS BOARD MEMBER EMERITI 0.50 X 0 0 0 BUCK SUITER BOARD MEMBER EMERITI 0.50 X 0 0 0 BILL TAFT BOARD MEMBER EMERITI 0.50 X 0 0 0 GEORGE W TAYLOR BOARD MEMBER EMERITI 0.50 X 0 0 0 DAVID WOMACK BOARD MEMBER EMERITI 0.50 X 0 0 0 Jane Smith Patterson BOARD MEMBER EMERITI from 4.20.24 0.50 X 0 0 0 JEAN KILGORE BOARD MEMBER EMERITI until 6.29.24 0.50 X 0 0 0 MARY WATZIN BOARD MEMBER until 4.20.24 then EMERITI 0.50 X 0 0 0 MARY K LAWRENCE BOARD MEMBER until 4.20.24 then EMERITI 0.50 X 0 0 0 Patrick Boykin BOARD MEMBER from 7.20.24 0.50 X 0 0 0 Christy Hancock BOARD MEMBER from 7.20.24 0.50 X 0 0 0 Brian Henry BOARD MEMBER from 7.20.24 0.50 X 0 0 0 G Dale McGee BOARD MEMBER from 7.20.24 0.50 X 0 0 0 ELIZABETH BAIRD PRESIDENT AND CEO 40.00 X 173540 0 27378 HEATHER FLYNT DIRECTOR OF FINANCE & OPER 40.00 X 26402 0 5190 Shana Barclay Chief Financial Officer from 8.26.24 40.00 X 56196 0 6785 JAMES JIM MULVEY DIRECTOR OF DEVELOPMENT until 8.2.24 40.00 X 137338 0 21959 393476 0 61312 2 0 1 0 CAPITAL DEVELOPMENT SERVICES LLC 915 W 4TH STREET SUITE 100 WINSTON SALEM NC 27101 PROFESSIONAL FUNDRAISING AND CAPITAL CAM 151362 Fiserv 600 N Vel R Phillips Ave Milwaukee WI 53203 merchant services 125120 C&K Systems Inc 117 Elk Dr C Murrells Inlet SC 29576 technology support services 112135 3 1747770 1911385 6339145 9998300 Photo Service Revenue 459900 272502 272502 Membership Fee - Service Componen 713990 141296 141296 Food Service Revenue 722515 67351 67351 Pennyman Royalty Souvenirs 459900 50411 50411 Hurricane Simulator 459900 34738 34738 1421 1421 567719 826153 826153 3771849 3772538 -689 -689 -689 8921374 3633264 5288110 5024418 263692 OTHER 459900 73885 73885 73885 16753478 5666022 263692 825464 2190511 2190511 295491 80367 174941 40183 2150869 1669755 285875 195239 151526 99413 34354 17759 307924 216891 55807 35226 194634 140091 34056 20487 68045 68045 41000 41000 159102 159102 103338 103338 43583 1500 42083 73624 69191 844 3589 241796 206706 8962 26128 309131 155161 120340 33630 176864 73688 95123 8053 191404 128229 22357 40818 221068 215546 5522 706878 703411 3467 70563 14141 56422 UBIT 54992 30405 24587 BANK FEES 178489 171722 6767 Loss on damaged invento 66282 66282 Dues & Subscriptions 13292 3806 5979 3507 15474 11071 3603 800 8025880 6288887 1152472 584521 890348 2778878 6021517 7433919 1051496 4529203 354733 390961 996838 1089398 197776 198373 26857278 13058479 14470835 13798799 12916649 14789825 3963918 4118745 196760 49666 41060870 49177767 637652 693013 82289 84970 5479697 3727236 3344972 3403171 9544610 7908390 X 27336421 32230025 4179839 9039352 31516260 41269377 41060870 49177767 8727598 1025519 0 X X 0 1 X 1 0 X 5919127 5132678 4784333 6121683 9998300 31956121 243616 250392 255012 277031 293625 1319676 6162743 5383070 5039345 6398714 10291925 33275797 1346866 31928931 143780 151647 290951 561159 826153 1973690 90622 81035 73775 135032 380464 208054 454777 523455 620525 641604 2448415 38078366 20713548 0.83850 0.87450 X Schedule A, Part II, Line 10, Explanation of Other Income: FOOD SERVICE REV OTHER INCOME LOSS PHOTO SERVICE REV Pennyman Royalty Hurricane Simulator Fishing License Membership - Program Service Component RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 41000 0 0 41000 0 Part II-B, Line 1: The Organization incurred lobbying expenses related to lobbying for NC Aquarium and Pier appropriated state budget. The lobbyist worked to promote the NC Aquarium Society and the Capital Campaign to support the expansion and renovation of the NC Aquarium at Fort Fisher by interacting with elected officials on behalf of the Society. 28380 2841 240 30981 24911 3679 210 28380 29766 -4644 211 24911 26796 3197 227 29766 23316 3667 187 26796 0.64560 0.35440 0 0 26001952 12389802 13612150 211580 110488 101092 613746 558189 55557 30000 30000 13798799 Investment Held With Bond Trustee 4118745 F 4118745 NCA Security Deposit 1495488 Unearned Aquarium Lease Revenue 1884188 OPERATING LEASE 23495 3403171 18082256 1025520 406596 1432116 16650140 103338 103338 16753478 8329139 406597 406597 7922542 103338 103338 8025880 Part V, Line 4: Permanently restricted net assets for endowment totaled $20,000 which are intended to support the Society to develop, encourage, and promote public awareness of and appreciation for North Carolina's coastal natural and cultural heritage; to serve as a philanthropic society for the support, maintenance of programs, and development of facilities of the North Carolina aquariums, and to solicit, hold, invest, and expend funds for such purposes; and to render assistance as requested by the North Carolina aquariums. X X X X X 1 HANES CONSULTING LLC 6336 GREENVILLE SOUND ROAD WILMINGTON NC 28409 FUNDRAISING CONSULTING SERVICES 0 0 7740 0 CAPITAL DEVELOPMENT SERVICES 915 W 4TH STREET SUITE 100 WINSTONSALEM NC 27101 CAPITAL CAMPAIGN COUNSEL SERVICES 0 0 151362 0 159102 1 North Carolina Aquarium at Roanoke Island 374 Airport Road Manteo NC 27954 566062189 Government Entity 491762 0 Society provides support for numerous projects at aquarium such as new exhibits, educational programs, conservation and sustainability efforts, etc. North Carolina Aquarium at Pine Knoll Shores 1 Roosevelt Blvd Pine Knoll Shores NC 28512 566062189 Government Entity 383571 0 Society provides support for numerous projects at aquarium such as new exhibits, educational programs, conservation and sustainability efforts, etc. North Carolina Aquarium at Fort Fisher 900 Loggerhead Road Kure Beach NC 28449 566062189 Government Entity 420809 0 Society provides support for numerous projects at aquarium such as new exhibits, educational programs, conservation and sustainability efforts, etc. Jennette's Pier 7223 South Virginia Dare Trail Nags Head NC 27959 566062189 Government Entity 215350 0 Society provides support for numerous projects at aquarium such as new exhibits, educational programs, conservation and sustainability efforts, etc. North Carolina Department of Natural and Cultural Resources 3125 Poplarwood Court Suite 160 Raleigh NC 27604 566062189 Government Entity 658269 0 Society provides support for numerous projects at the division level such as conservation efforts, professional fees, personnel supplements, educational programs, workshops, etc. 5 Part I, Line 2: Management at the Aquarium Society and the related North Carolina Aquariums are in charge of approving and maintaining supporting documentation of grant requests and disbursements. X X X X 0 0 0 0 0 0 0 0 0 ELIZABETH BAIRD PRESIDENT AND CEO 173540 0 0 0 0 0 17429 0 9949 0 200918 0 0 0 JAMES JIM MULVEY DIRECTOR OF DEVELOPMENT until 8.2.24 137338 0 0 0 0 0 14498 0 7461 0 159297 0 0 0 A NORTH CAROLINA CAPITAL FACILITIES FINANCE AGENCY REVENUE BOND 561592154 65819GB20 2004-01-22 26745000 QUALIFIED 501(c)(3)NON-HOSPITAL BOND 0 0 0 A 26745000 3963918 280048 280048 24464952 2006 0 0 1 1 A 0 0 0 0 1.00000 1.00000 0 0 0 A 0 1 0 0 1 0 1 MORGAN STANLEY & COMPANY INC 1046.000000000000 1 1 0 A 0 Form 990, Part VI, Section B, line 11b The draft of the 990 is provided to the board members for approval via e-mail in a pdf format before it is submitted as a final version to the IRS. Form 990, Part VI, Section B, line 12c Annually, all Board members and key employees are required to complete a conflict of interest disclosure and indicate any potential conflicts. A summary of the disclosures is reviewed by Board of Directors and appropriate action is taken in accordance with the policy. Form 990, Part VI, Section B, line 15 Pay levels for top management during 2024 were determined by the Board of Directors based on industry standards of similar nonprofits and the American Zoo & Aquarium Association as well as benchmark data from Catapult. Form 990, Part VI, Section C, line 18 The Society's 990 and 990-T are available upon written request to the administrative offices of the Society and on the website. Form 990, Part VI, Section C, line 19 The Society's governing documents, conflict of interest policy, and financial statements are available upon written request to the administrative offices of the Society. Financial statements are also available on the website. Form 990, Part XII, Line 2c: The Society has an audit and finance committee that assumes responsibility for selecting the independent auditors. The audit and finance committee also reviews the preliminary drafts of the audited financial statements and the Form 990 and approves them before they are finalized and presented to the full board. In addition, the audit and finance committee reviews quarterly financial statement reports prepared by management.