CALIFORNIA ACADEMY OF SCIENCES: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA ACADEMY OF SCIENCES (EIN 94-1156258)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-10
- IRS object ID
- 201941309349302249
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T12:10:04-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ACADEMY OF SCIENCES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4153795141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 MUSIC CONCOURSE DRIVE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE MCGEE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4153795141 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 11:38:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BD4D9C23E944639EC8110E737AF23A9402AD9E1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5BB3B986E96693C9FA12ABDB8E5DE88F5CFF60A5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN FOLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 MUSIC CONCOURSE DRIVE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,457,339,895 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EXPLORE, EXPLAIN, AND SUSTAIN LIFE USING THE RESOURCES OF OUR RESEARCH INSTITUTE AQUARIUM, PLANETARIUM, NATURAL HISTORY MUSEUM, AND RAINFOREST TO SHARE SCIENTIFIC KNOWLEDGE WITH THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 735 | TotalEmployeeCnt |
| Total Volunteers | 800 | TotalVolunteersCnt |
| Total Gross UBI | -$44,334 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$20,612 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,795,679 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,533,162 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,600,814 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,731,427 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,172,477 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,867,194 | CYInvestmentIncomeAmt |
| PY Other Revenue | $740,007 | PYOtherRevenueAmt |
| CY Other Revenue | $659,894 | CYOtherRevenueAmt |
| PY Total Revenue | $76,308,977 | PYTotalRevenueAmt |
| CY Total Revenue | $85,791,677 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $732,567 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $104,360 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,101,188 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,925,627 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,679,964 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $43,899,708 | PYOtherExpensesAmt |
| CY Other Expenses | $45,692,906 | CYOtherExpensesAmt |
| PY Total Expenses | $87,733,463 | PYTotalExpensesAmt |
| CY Total Expenses | $89,722,893 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,424,486 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,931,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $817,491,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $820,540,197 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $300,861,017 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $298,444,609 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $516,630,378 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $522,095,588 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CALIFORNIA ACADEMY OF SCIENCES IS DEDICATED TO EXPLORING AND EXPLAINING THE NATURAL WORLD AND ADDRESSING THE CHALLENGE OF SUSTAINABILITY THROUGH ITS SCIENTIFIC RESEARCH AND EDUCATION INITIATIVES. THROUGH EXPEDITIONS AROUND THE GLOBE AND INVESTIGATIONS IN THE LAB, ACADEMY SCIENTISTS STRIVE TO UNDERSTAND THE EVOLUTION AND INTERCONNECTEDNESS OF LIFE AND GUIDE CRITICAL CONSERVATION DECISIONS. THROUGH EXHIBITIONS, EDUCATIONAL PROGRAMS AND PARTNERSHIPS THAT ADDRESS THESE SAME TOPICS-ON-SITE, IN THE COMMUNITY, IN BIODIVERSITY HOTSPOTS AROUND THE WORLD, AND ONLINE-THE ACADEMY AIMS TO IGNITE CURIOSITY ABOUT THE NATURAL WORLD, INSPIRE AND MENTOR THE NEXT GENERATION OF SCIENTISTS AND EDUCATORS, CULTIVATE A MORE SCIENTIFICALLY LITERATE PUBLIC, AND KINDLE A COMMITMENT TO RESPONSIBLE STEWARDSHIP OF OUR PLANET. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,850,634 | ExpenseAmt |
| Grant | $30,800 | GrantAmt |
| Revenue | $10,919,596 | RevenueAmt |
| Desc | EXHIBITS AND PUBLIC ENGAGEMENT: MORE THAN 800 VOLUNTEERS SUPPORT THE ACADEMY ANNUALLY AND PROVIDE A CONNECTION BETWEEN THE DIVERSE BAY AREA COMMUNITY AND THE ACADEMY'S MUSEUM, RESEARCH, AND ADMINISTRATION. THE ALL- DIGITAL MORRISON PLANETARIUM USES SCIENTIFIC DATA TO SHARE CURRENT DISCOVERIES AND PRESENT IMMERSIVE SHOWS. THE EARTHQUAKE EXHIBIT (OPEN THROUGH SPRING 2018) DELVES INTO THE SCIENCE OF OUR DYNAMIC PLANET AND HOW TO PREPARE FOR SEISMIC EVENTS. THE NEW GIANTS OF LAND AND SEA EXHIBIT CELEBRATES NORTHERN CALIFORNIA'S ICONIC NATURAL PHENOMENA LIKE REDWOODS, MARINE MAMMALS, AND FOG. THE COLOR OF LIFE EXHIBIT EXPLORES THE ROLE OF COLOR IN THE NATURAL WORLD WITH VIBRANT LIVE ANIMALS, SPECIMENS, AND IMMERSIVE INTERACTIVES. GEMS AND MINERALS UNEARTHED SHOWCASES SPECIMENS FROM THE ACADEMY'S RENOWNED GEOLOGY COLLECTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,620,641 | ExpenseAmt |
| Grant | $6,460 | GrantAmt |
| Revenue | $5,694,501 | RevenueAmt |
| Desc | BIODIVERSITY SCIENCE AND SUSTAINABILITY: THE ACADEMY'S INSTITUTE FOR BIODIVERSITY SCIENCE AND SUSTAINABILITY (THE "INSTITUTE") IS AT THE FOREFRONT OF EFFORTS TO UNDERSTAND TWO OF THE MOST IMPORTANT TOPICS OF OUR TIME: THE NATURE AND SUSTAINABILITY OF LIFE ON EARTH. THE INSTITUTE IS HOME TO MORE THAN 100 SCIENTISTS, STATE-OF-THE-ART FACILITIES, AND NEARLY 46 MILLION SCIENTIFIC SPECIMENS FROM AROUND THE WORLD. THE INSTITUTE ALSO LEVERAGES THE EXPERTISE AND EFFORTS OF MORE THAN 100 INTERNATIONAL ASSOCIATES AND 450 DISTINGUISHED FELLOWS. THROUGH EXPEDITIONS AROUND THE GLOBE, INVESTIGATIONS IN THE LAB, AND ANALYSIS OF VAST BIOLOGICAL DATASETS, THE INSTITUTE'S SCIENTISTS WORK TO UNDERSTAND THE EVOLUTION AND INTERCONNECTEDNESS OF ORGANISMS AND ECOSYSTEMS, THE THREATS THEY FACE AROUND THE WORLD, AND THE MOST EFFECTIVE STRATEGIES FOR SUSTAINING THEM INTO THE FUTURE. THROUGH INNOVATIVE PARTNERSHIPS AND PUBLIC ENGAGEMENT INITIATIVES, THEY ALSO GUIDE CRITICAL SUSTAINABILITY AND CONSERVATION DECISIONS WORLDWIDE, INSPIRE AND MENTOR THE NEXT GENERATION OF SCIENTISTS, AND FOSTER RESPONSIBLE STEWARDSHIP OF OUR PLANET.DURING 2018, ACADEMY RESEARCHERS ADDED 229 NEW PLANT AND ANIMAL SPECIES TO OUR FAMILY TREE, ENRICHING OUR UNDERSTANDING OF EARTH'S COMPLEX WEB OF LIFE AND STRENGTHENING OUR ABILITY TO MAKE INFORMED CONSERVATION DECISIONS. ACADEMY SCIENTISTS PRESENTED PAPERS AT MEETINGS AND WORKSHOPS AND PARTICIPATED IN OVER 30 EXPEDITIONS TO 15 COUNTRIES AND HAD OVER 300 LOCAL FIELD RESPONSES TO MARINE MAMMAL STRANDINGS. 34,192 SPECIMENS WERE ADDED TO THE COLLECTION VIA NEW ACQUISITIONS AND 286,067 BY DONATION WHILE 29,852 SPECIMENS WERE LOANED TO OTHER INSTITUTIONS. THE ACADEMY MANAGED 22 GOVERNMENT GRANTS FROM THE NATIONAL SCIENCE FOUNDATION, NOAA, USFS, USAID, AND OTHERS AS WELL AS STATE GRANTORS.CUMULATIVE TO DATE, CITIZEN SCIENCE EFFORTS THROUGH THE INATURALIST MOBILE APPLICATION HAVE LED TO OVER 18 MILLION OBSERVATIONS OF OVER 190,000 SPECIES MADE BY 1.4M USERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,593,561 | ExpenseAmt |
| Revenue | $94,800 | RevenueAmt |
| Desc | AQUARIUM: THE STEINHART AQUARIUM IS HOME TO 38,000 LIVE ANIMALS FROM AROUND THE WORLD AND HOSTS THE LARGEST AND DEEPEST INDOOR CORAL REEF IN THE WORLD. THE FOUR-STORY RAINFOREST HAS FREE-FLYING BIRDS AND BUTTERFLIES AND EXOTIC REPTILES AND AMPHIBIANS. AFRICAN HALL IS HOME TO A COLONY OF AFRICAN PENGUINS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $5,472,341 | $67,100 | $1,536,740 | EDUCATION AND OUTREACH:THE ACADEMY IS AN INNOVATIVE LEADER IN EFFORTS TO INCREASE SCIENTIFIC AND ENVIRONMENTAL LITERACY WORLDWIDE. THE MUSEUM IS HOME TO 158 SCIENCE EDUCATORS AND COMMUNICATORS AS WELL AS MORE THAN 300 HIGHLY TRAINED DOCENTS WHO ENGAGE PEOPLE OF ALL AGES BOTH HERE IN CALIFORNIA AND AROUND THE WORLD IN THE SCIENTIFIC CONCEPTS AND ISSUES THAT WILL SHAPE OUR FUTURE. THROUGH INTENSIVE PARTNERSHIPS WITH SCHOOLS AND TEACHERS, INNOVATIVE PROGRAMS AND EXHIBITS FOR ALL AGES, ENGAGING ONLINE LEARNING AND DIGITAL MEDIA OFFERINGS, AND IMMERSIVE SCIENCE VISUALIZATION PRODUCTIONS, ACADEMY EDUCATORS INCREASE THE PUBLIC'S UNDERSTANDING AND APPRECIATION OF THE NATURAL WORLD AND INSPIRE PARTICIPANTS TO HELP SUSTAIN THE RICH DIVERSITY OF LIFE ON EARTH.AS ONE OF THE BAY AREA'S LEADING CULTURAL INSTITUTIONS DEDICATED TO OPENING ITS DOORS TO THE ENTIRE COMMUNITY, THE ACADEMY OFFERS A VARIETY OF FREE AND REDUCED ADMISSION OPPORTUNITIES AND ACCESS PROGRAMS TO SERVE ALL VISITORS. |
| $3,241,335 | $7,642,750 | MEMBERSHIPTHE ACADEMY'S MEMBERSHIP PROGRAM PROVIDES YEAR ROUND ACCESS TO OUR OFFERINGS TO NEARLY 50,000 HOUSEHOLDS AND MORE THAN 150,000 INDIVIDUAL MEMBERS. THROUGH THEIR MONTHLY AND ANNUAL GIFTS, MEMBERS SUPPORT THE ACADEMY'S MISSION TO EXPLORE, EXPLAIN AND EXPLAIN LIFE ON EARTH. ON AVERAGE, ACADEMY MEMBERS VISIT BETWEEN TWO AND THREE TIMES A YEAR, PARTICIPATING IN OUR PUBLIC PROGRAMS, EXPLORING THE ICONIC EXHIBITS, SUCH AS THE STEINHART AQUARIUM AND RAINFOREST, ATTENDING WORKSHOPS AND LECTURES, AND SHARING THE EXPERIENCE WITH THEIR FRIENDS AND FAMILIES. A SIGNIFICANT NUMBER OF THE ACADEMY'S MEMBERS HAVE BEEN A PART OF THE ACADEMY "FAMILY" FOR MANY GENERATIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,713,676 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $67,100 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $9,179,490 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $63,778,512 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 228 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 735 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | MA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE MCGEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153795141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 MUSIC CONCOURSE DRIVE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HAROLD A MOONEY | ||||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES MARSHELL | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEROME C VASCELLARO | ||||||||
| CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH PATTERSON | ||||||||
| SECRETARY | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE ALBERTS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW BARGER | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TERESA BRIGGS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARK BUELL | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAN CARROLL | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| HUIFEN CHAN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GRETCHEN C DAILY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TROY DANIELS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILIIAM F DUHAMEL | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PETER FENTON | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LAURA E FURSTENTHAL | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| NICK GIOVANNI | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN HARTZ | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TESSA M HILL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN JANNEY | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| OLIVER JENKYN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M KENNEDY | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SALMAN KHAN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVE KROGNES | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROGER KUO | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ZACHARY LARA | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARIE O'GARA LIPMAN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA MATSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MCCORMICK | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE MIAO | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MILLMAN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CLAIRE NGO | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| EMILIE MUNGER OGDEN | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GARY PINKUS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARTA SALAS-PORRAS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ADAM SAVAGE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW SCHWAB | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GARY STEELE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA GOSS TUSHER | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SUMMER TOMPKINS WALKER | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GEISHA WILLIAMS | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD YORKE | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RON ZEFF | ||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN FOLEY | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $390,180 | $0 | $310,262 | |||
| MIKE MCGEE | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $348,934 | $0 | $27,714 | |||
| ELIZABETH BABCOCK | ||||||||
| CHIEF PUBLIC ENGAGEMENT OFFICER & ROBERTS DEAN | 40.00 | $302,395 | $0 | $25,567 | Yes (X) | |||
| MELISSA FELDER | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $301,991 | $0 | $32,383 | Yes (X) | |||
| JANET HARRIS | ||||||||
| CHIEF PHILANTROPY OFFICER | 40.00 | $293,558 | $0 | $14,569 | Yes (X) | |||
| SHANNON BENNETT | ||||||||
| CHIEF OF SCIENCE AND SUSTAINABILITY | 40.00 | $266,638 | $0 | $13,693 | Yes (X) | |||
| ISAAC KWON | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | $259,308 | $0 | $25,266 | Yes (X) | |||
| SCOTT MORAN | ||||||||
| SENIOR DIRECTOR, EXHIBITS & ARCHITECTURE | 40.00 | $225,825 | $0 | $19,753 | Yes (X) | |||
| RAUL DEL BARCO | ||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | $206,471 | $0 | $18,041 | Yes (X) | |||
| MARGARET LOWMAN | ||||||||
| SENIOR CURATOR & LINDSAY CHAIR OF BOTANY | 40.00 | $224,755 | $0 | $19,648 | Yes (X) | |||
| LUIZ ROCHA | ||||||||
| ASSOCIATE CURATOR, ICTHYOLOGY | 40.00 | $221,696 | $0 | $29,146 | Yes (X) | |||
| RYAN WYATT | ||||||||
| SENIOR DIRECTOR, MORRISON PLANETARIUM & SCI VIS | 40.00 | $202,941 | $0 | $18,681 | Yes (X) | |||
| BART SHEPHERD | ||||||||
| SENIOR DIRECTOR OF THE STEINHART ACQURIUM | 40.00 | $191,178 | $0 | $28,840 | Yes (X) | |||
| CATHERINE ESTELLE | ||||||||
| DIRECTOR OF SALES AND BUSINESS PARTNERSHIPS | 40.00 | $180,730 | $0 | $18,703 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,616,600 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $602,266 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 85 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RON FOTH RETAIL INC | |||||
| 40B MAINE AVENUE | WHITING | NJ | 08759 | ADVERTISING SERVICES | $4,769,993 |
| CINNABAR CALIFORNIA INC | |||||
| 4571 ELECTRONIC PLACE | LOS ANGELES | CA | 90039 | EXHIBIT FABRICATION | $725,000 |
| THE LUKENS COMPANY | |||||
| PO BOX 398215 | SAN FRANCISCO | CA | 94139 | RESEARCH AND CONSULTING | $547,491 |
| BELFOR PROPERTY RESTORATION | |||||
| 2365 INDUSTRIAL PARKWAY WEST | HAYWARD | CA | 94545 | CLEANING SERVICES | $439,847 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| THREE EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | ACCOUNTING SERVICES | $350,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $2,020 | FederatedCampaignsAmt |
| Membership Dues | $7,694,402 | MembershipDuesAmt |
| Fundraising | $1,986,410 | FundraisingAmt |
| Government Grants | $7,971,101 | GovernmentGrantsAmt |
| All Other Contributions | $28,879,229 | AllOtherContributionsAmt |
| Noncash Contributions | $1,379,719 | NoncashContributionsAmt |
| Total Contributions | $46,533,162 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $19,254,825 | $19,254,825 |
| AUXILIARY ACTIVITIES | 900099 | $4,422,930 | $4,422,930 |
| PROGRAM FEES | 900099 | $2,053,672 | $2,053,672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,731,427 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,327,371 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$44,334 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,371,705 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,594 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $155,571 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $9,023 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,374,330,375 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,370,790,552 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,539,823 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,539,823 | TotalRevenueColumnAmt |
| Exclusion | $3,539,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $251,267 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,986,410 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $757,666 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$506,399 | TotalRevenueColumnAmt |
| Exclusion | -$506,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,389 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,389 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,389 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAFE COMMISSIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,000,310 | TotalRevenueColumnAmt |
| Exclusion | $1,000,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,000,310 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,791,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,888,387 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$44,334 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,414,462 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,360 | TotalAmt |
| Program Services | $104,360 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,196,032 | TotalAmt |
| Program Services | $1,546,355 | ProgramServicesAmt |
| Management And General | $2,341,550 | ManagementAndGeneralAmt |
| Fundraising | $308,127 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,146,641 | TotalAmt |
| Program Services | $23,205,231 | ProgramServicesAmt |
| Management And General | $5,830,661 | ManagementAndGeneralAmt |
| Fundraising | $2,110,749 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318,494 | TotalAmt |
| Management And General | $1,318,494 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,792,914 | TotalAmt |
| Program Services | $3,346,756 | ProgramServicesAmt |
| Management And General | $1,115,873 | ManagementAndGeneralAmt |
| Fundraising | $330,285 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,471,546 | TotalAmt |
| Management And General | $2,471,546 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,035 | TotalAmt |
| Program Services | $194,468 | ProgramServicesAmt |
| Management And General | $325,667 | ManagementAndGeneralAmt |
| Fundraising | $1,900 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,037 | TotalAmt |
| Management And General | $322,037 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,251,254 | TotalAmt |
| Program Services | $371,550 | ProgramServicesAmt |
| Management And General | $876,019 | ManagementAndGeneralAmt |
| Fundraising | $3,685 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,294,862 | TotalAmt |
| Program Services | $3,812,142 | ProgramServicesAmt |
| Management And General | $959,696 | ManagementAndGeneralAmt |
| Fundraising | $523,024 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,893,416 | TotalAmt |
| Program Services | $4,801,983 | ProgramServicesAmt |
| Management And General | $56,431 | ManagementAndGeneralAmt |
| Fundraising | $35,002 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,984,052 | TotalAmt |
| Program Services | $2,059,749 | ProgramServicesAmt |
| Management And General | $297,696 | ManagementAndGeneralAmt |
| Fundraising | $626,607 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $976,471 | TotalAmt |
| Program Services | $594,754 | ProgramServicesAmt |
| Management And General | $365,749 | ManagementAndGeneralAmt |
| Fundraising | $15,968 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,687 | TotalAmt |
| Program Services | $41,842 | ProgramServicesAmt |
| Management And General | $13,561 | ManagementAndGeneralAmt |
| Fundraising | $2,284 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,210,576 | TotalAmt |
| Program Services | $2,455,671 | ProgramServicesAmt |
| Management And General | $728,760 | ManagementAndGeneralAmt |
| Fundraising | $26,145 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,073 | TotalAmt |
| Program Services | $574,951 | ProgramServicesAmt |
| Management And General | $147,695 | ManagementAndGeneralAmt |
| Fundraising | $19,427 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,761 | TotalAmt |
| Program Services | $80,266 | ProgramServicesAmt |
| Management And General | $71,080 | ManagementAndGeneralAmt |
| Fundraising | $415 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,203,204 | TotalAmt |
| Program Services | $4,249,977 | ProgramServicesAmt |
| Management And General | $911,081 | ManagementAndGeneralAmt |
| Fundraising | $42,146 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,844,244 | TotalAmt |
| Program Services | $13,758,378 | ProgramServicesAmt |
| Management And General | $2,949,428 | ManagementAndGeneralAmt |
| Fundraising | $136,438 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,870 | TotalAmt |
| Program Services | $23,206 | ProgramServicesAmt |
| Management And General | $269,664 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT | $2,052,986 | $1,204,082 | $606,066 | $242,838 |
| ANIMAL SUPPORT | $351,453 | $350,145 | $1,250 | $58 |
| PARTICIPANT SUPPORT | $339,573 | $329,289 | $8,589 | $1,695 |
| SPECIAL EVENT EXPENSES | -$757,666 | -$757,666 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,018 | TotalAmt |
| Program Services | $673,357 | ProgramServicesAmt |
| Management And General | $275,824 | ManagementAndGeneralAmt |
| Fundraising | $10,837 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,722,893 | TotalAmt |
| Program Services | $63,778,512 | ProgramServicesAmt |
| Management And General | $22,264,417 | ManagementAndGeneralAmt |
| Fundraising | $3,679,964 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,870 | BOYAmt |
| EOY | $7,271 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,450,916 | BOYAmt |
| EOY | $4,203,931 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,658,427 | BOYAmt |
| EOY | $15,305,531 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,620,891 | BOYAmt |
| EOY | $11,498,362 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $99,047 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,490,348 | BOYAmt |
| EOY | $1,634,640 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,030 | BOYAmt |
| EOY | $37,185 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,342,247 | BOYAmt |
| EOY | $1,187,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $491,761,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $156,553,949 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,367,544 | BOYAmt |
| EOY | $335,207,186 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,282,604 | BOYAmt |
| EOY | $347,761,466 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,228,518 | BOYAmt |
| EOY | $103,597,701 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,491,395 | BOYAmt |
| EOY | $820,540,197 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,675,547 | BOYAmt |
| EOY | $10,173,830 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,806,006 | BOYAmt |
| EOY | $6,760,179 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,211,119 | BOYAmt |
| EOY | $279,207,893 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,168,345 | BOYAmt |
| EOY | $2,302,707 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,861,017 | BOYAmt |
| EOY | $298,444,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,101,590 | BOYAmt |
| EOY | $379,991,038 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,853,699 | BOYAmt |
| EOY | $50,160,159 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,675,089 | BOYAmt |
| EOY | $91,944,391 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,630,378 | BOYAmt |
| EOY | $522,095,588 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,491,395 | BOYAmt |
| EOY | $820,540,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,931,216 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,624,992 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$228,566 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,860,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,493,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,321,748 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,064,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,599,481 | CurrentTaxYearAmt |
| Total | $198,338,732 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,860,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,493,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,321,748 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,064,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,599,481 | CurrentTaxYearAmt |
| Total | $198,338,732 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,505,006 | SubstantialContributorsTotAmt |
| Public Support Total170 | $193,833,726 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,954,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,582,010 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,649,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,793,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,380,728 | CurrentTaxYearAmt |
| Total | $43,360,574 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,842 | CurrentTaxYearMinus3YearsAmt |
| Total | $62,116 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $757,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850,120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,002,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $997,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,251,577 | CurrentTaxYearAmt |
| Total | $4,860,365 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $246,621,787 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $119,261,652 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | CAFE COMMISSIONS - 2013 AMOUNT: $ 757,983. 2014 AMOUNT: $ 850,120. 2015 AMOUNT: $ 1,002,999. 2016 AMOUNT: $ 997,686. 2017 AMOUNT: $ 1,000,310. FUNDRAISING - 2017 AMOUNT: $ 251,267. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,905 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,905 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $90,543,973 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $90,546,878 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $5,911 | CurrentYearMinus1Amt |
| Current Year | $2,905 | CurrentYearAmt |
| Total | $8,816 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $2,195 | CurrentYearMinus1Amt |
| Total | $2,195 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 3060.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 8.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $25,000 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,157,469 | BeginningYearBalanceAmt |
| Contributions | $11,793,083 | ContributionsAmt |
| Investment Earnings Or Losses | $14,536,103 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,437,076 | OtherExpendituresAmt |
| End Year Balance | $193,049,579 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,821,589 | BeginningYearBalanceAmt |
| Contributions | $2,010,979 | ContributionsAmt |
| Investment Earnings Or Losses | $23,304,184 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,979,283 | OtherExpendituresAmt |
| End Year Balance | $175,157,469 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $161,297,369 | BeginningYearBalanceAmt |
| Contributions | $9,548,382 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,417,245 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,023,650 | OtherExpendituresAmt |
| Administrative Expenses | $583,267 | AdministrativeExpensesAmt |
| End Year Balance | $156,821,589 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $174,682,219 | BeginningYearBalanceAmt |
| Contributions | $2,366,872 | ContributionsAmt |
| Investment Earnings Or Losses | $729,694 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,926,363 | OtherExpendituresAmt |
| Administrative Expenses | $555,053 | AdministrativeExpensesAmt |
| End Year Balance | $161,297,369 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,373,828 | BeginningYearBalanceAmt |
| Contributions | $6,122,327 | ContributionsAmt |
| Investment Earnings Or Losses | $25,150,168 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,635,924 | OtherExpendituresAmt |
| Administrative Expenses | $328,180 | AdministrativeExpensesAmt |
| End Year Balance | $174,682,219 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.38110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15830 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $710,000 | OtherCostOrOtherBasisAmt |
| Book Value | $710,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $439,885,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $128,914,663 | DepreciationAmt |
| Book Value | $310,970,606 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,635,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $931,031 | DepreciationAmt |
| Book Value | $1,704,349 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,389,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,943,694 | DepreciationAmt |
| Book Value | $7,445,741 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,141,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,764,561 | DepreciationAmt |
| Book Value | $14,376,490 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $335,207,186 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EXCHANGE TRADED FUNDS | $4,744,395 | F |
| REAL ESTATE & OTHER | $932,279 | F |
| INVESTMENTS HELD IN TRUST | $5,864,359 | F |
| EQUITY HEDGE FUNDS | $24,790,396 | F |
| ABSOLUTE RETURN POOLED FUNDS | $52,079,244 | F |
| PRIVATE EQUITY INVESTMENTS | $15,187,028 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $103,597,701 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $2,118,888 |
| OTHER LONG-TERM LIABILITIES | $183,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,302,707 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $94,760,834 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,624,992 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $66,319 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $529,100 | OtherRevenueAmt |
| Revenue Not Reported | $10,220,411 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,540,423 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,251,254 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,251,254 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $85,791,677 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $89,295,624 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $66,319 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $757,666 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $823,985 | ExpensesNotReportedAmt |
| Expenses Subtotal | $88,471,639 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,251,254 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,251,254 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $89,722,893 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | THE ORGANIZATION MONITORS DEED RESTRICTIONS OF THE CONSERVATION EASEMENT. THE PURPOSE OF THE DEED RESTRICTION IS TO PRESERVE AND PROTECT THE OPEN SPACE, NATURAL, ECOLOGICAL AND SCENIC VALUES OF THE PROPERTY AND TO PREVENT ANY USE OF THE PROPERTY THAT WILL SIGNIFICANTLY IMPAIR OR DEGRADE THOSE VALUES. |
| PART II, LINE 9: | THE LAND IS BEING HELD FOR PRESERVATION PURPOSES, THEREFORE, REVENUE GENERATING ACTIVITIES ARE NOT TAKING PLACE ON THE LAND. THE EXPENSES RELATED TO MONITOR OR ENFORCE THE EASEMENT ARE RECORDED IN THE PERIOD INCURRED AS AN OPERATING EXPENSE. |
| PART III, LINE 1A: | CONTRIBUTIONS OF LIVING AND OTHER COLLECTIONS HELD AS PART OF A COLLECTION - FOR EDUCATION, RESEARCH OR PUBLIC EXHIBITION RATHER THAN FOR SALE - ARE NOT RECOGNIZED OR CAPITALIZED. SUCH ITEMS WHICH HAVE BEEN ACQUIRED THROUGH PURCHASE HAVE SIMILARLY NOT BEEN CAPITALIZED. |
| PART III, LINE 4: | THE LIBRARY COLLECTION CONSISTS OF RARE BOOKS. CONTRIBUTIONS OF LIVING AND OTHER SPECIMENS HELD AS PART OF A COLLECTION - FOR EDUCATION, SCIENCE OR PUBLIC EXHIBITION RATHER THAN FOR SALE - ARE NOT RECOGNIZED OR CAPITALIZED. |
| PART V, LINE 4: | THE INTENDED USES OF THE ACADEMY'S ENDOWMENT FUNDS ARE A BALANCE BETWEEN PROVIDING CURRENT PURPOSE RESTRICTED PROGRAM FUNDING, CURRENT OPERATING FUNDING, AND PRESERVATION OF THE ENDOWMENT TO ENSURE THE AVAILABILITY OF FUNDS FOR FUTURE OPERATIONS OF THE ACADEMY. |
| PART X, LINE 2: | THE ACADEMY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE ("IRC OR "THE CODE") AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE ACADEMY IS ALSO A PUBLIC-BENEFIT, TAX-EXEMPT CORPORATION UNDER THE LAWS OF THE STATE OF CALIFORNIA AND IS THEREFORE EXEMPT FROM CALIFORNIA INCOME AND FRANCHISE TAXES ON OPERATIONS RELATED TO ITS EXEMPT PURPOSE AND ANY EXCLUDABLE INVESTMENT INCOME. THE ACADEMY FILES U.S. EXEMPT ORGANIZATION RETURNS AND, AS APPLICABLE, UNRELATED BUSINESS INCOME TAX RETURNS IN FEDERAL AND STATE JURISDICTIONS. THE ACADEMY'S TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2014, 2015, 2016, AND 2017 ARE OPEN FOR POTENTIAL IRS/STATE TAX BOARD EXAMINATION. THE PARTNERSHIP FILES U.S. PARTNERSHIP TAX RETURNS AND, AS APPLICABLE, INCOME TAX RETURNS IN STATE JURISDICTIONS. THE PARTNERSHIP'S TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2014, 2015, 2016, AND 2017 ARE OPEN FOR POTENTIAL IRS/STATE TAX BOARD EXAMINATION. TO DATE, NEITHER THE ACADEMY NOR THE PARTNERSHIP HAVE BEEN NOTIFIED BY TAXING AUTHORITIES OF ANY PENDING EXAMINATION. THE ACADEMY FOLLOWS THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THERE WERE NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF JUNE 30, 2018 OR 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST 162,337. PLEDGE WRITE-OFF -390,903. SPECIAL EVENT EXPENSES 757,666. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 757,666. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | SPECIMEN EXPEDITON | $115,151 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RESEARCH | $28,737 |
| SUB-SAHARAN AFRICA | 1 | 4 | PROGRAM SERVICES | RESEARCH | $61,661 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | SPECIMEN EXPEDITON | $15,870 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $8,299 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | RESEARCH | $2,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $232,206 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $232,206 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANT FUNDS ALLOW STUDENTS TO TAKE UNIVERSITY COURSES SPECIFICALLY DESIGNED TO TRAIN THEM IN SPECIMEN SORTING, PREPARATION AND IDENTIFICATION. THEY PARTICIPATE, UNDER SUPERVISION, IN THE ACADEMY'S LAB ACTIVITIES. |
| PART I, LINE 3: | THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN FOREIGN REGIONS. |
| PART I, LINE 3 | FOR MORE THAN 160 YEARS, THE ACADEMY HAS TRAVELED THE GLOBE, COLLECTING ALL MANNER OF ROCKS AND ORGANISMS THAT CONTINUALLY TEACH US ABOUT WHERE WE'VE COME FROM AND WHERE WE ARE GOING. DIGGING, DIVING, AND DISCOVERING, ACADEMY SCIENTISTS HAVE LED EXPEDITIONS TO DOCUMENT THE PLANET'S DIVERSE FLORA AND FAUNA. THE MADAGASCAR BIODIVERSITY CENTER (MBC) IS A MALAGASY NGO FUNDED AND MANAGED BY THE CALIFORNIA ACADEMY OF SCIENCES. THE CENTRAL MISSION OF MBC IS TO IMPROVE AND ACCELERATE INDIVIDUAL AND INSTITUTIONAL CAPACITY IN BIODIVERSITY RESEARCH IN MADAGASCAR. THE CENTER INCLUDES TRAINING FACILITIES FOR MALAGASY STUDENTS AND PROVIDES AN ENVIRONMENT WHERE MALAGASY SCIENTISTS CAN PARTICIPATE IN CONSERVATION DECISION-MAKING. MBC HAS ESTABLISHED COLLABORATIONS WITH PARC BOTANIQUE ET ZOOLOGIQUE DE TSIMBAZAZA, ASSOCIATION NATIONALE POUR LA GESTION DES AIRES PROTEGEES, AND INTERNATIONAL CONSERVATION AGENCIES IN MADAGASCAR TO ENSURE THAT OUR RESULTS WILL BE CONSIDERED AS THEY DESIGN PRIORITY AREAS, MODEL CLIMATE CHANGE, OR MANAGE LOCAL PARKS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BIG BANG GALA | Event1Nm |
| Gross Receipts Event1 | $1,923,994 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,775,744 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $148,250 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $110,983 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $506,730 | OtherDirectExpensesEvent1Amt |
| Event2 | SUPERNATURAL | Event2Nm |
| Gross Receipts Event2 | $313,683 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $210,666 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $103,017 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $9,871 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $130,082 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $2,237,677 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,986,410 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $251,267 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $120,854 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $636,812 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $757,666 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$506,399 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ASSISTANCE TO STUDENTS FOR STUDY AND RESEARCH | GrantTypeTxt |
| Recipient | 51 | RecipientCnt |
| Cash Grant | $104,360 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PARTICIPANTS WORK CLOSELY WITH THEIR DEPARTMENTAL ADVISER, WHO IS REQUIRED TO SUBMIT REPORTS DESCRIBING PROJECT OUTCOMES THROUGHOUT THE TERM OF THE SCHOLARSHIP OR ASSISTANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN FOLEY | ||||||||||||||
| EXECUTIVE DIRECTOR | $389,460 | $0 | $0 | $0 | $720 | $0 | $93,500 | $0 | $216,762 | $0 | $700,442 | $0 | $0 | $0 |
| MIKE MCGEE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $348,214 | $0 | $0 | $0 | $720 | $0 | $8,831 | $0 | $18,883 | $0 | $376,648 | $0 | $0 | $0 |
| ELIZABETH BABCOCK | ||||||||||||||
| CHIEF PUBLIC ENGAGEMENT OFFICER & RO | $301,291 | $0 | $0 | $0 | $1,104 | $0 | $13,500 | $0 | $12,067 | $0 | $327,962 | $0 | $0 | $0 |
| MELISSA FELDER | ||||||||||||||
| CHIEF MARKETING OFFICER | $300,887 | $0 | $0 | $0 | $1,104 | $0 | $13,500 | $0 | $18,883 | $0 | $334,374 | $0 | $0 | $0 |
| JANET HARRIS | ||||||||||||||
| CHIEF PHILANTROPY OFFICER | $290,390 | $0 | $0 | $0 | $3,168 | $0 | $13,250 | $0 | $1,319 | $0 | $308,127 | $0 | $0 | $0 |
| SHANNON BENNETT | ||||||||||||||
| CHIEF OF SCIENCE AND SUSTAINABILITY | $266,030 | $0 | $0 | $0 | $608 | $0 | $12,897 | $0 | $796 | $0 | $280,331 | $0 | $0 | $0 |
| ISAAC KWON | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $258,673 | $0 | $0 | $0 | $635 | $0 | $13,250 | $0 | $12,016 | $0 | $284,574 | $0 | $0 | $0 |
| SCOTT MORAN | ||||||||||||||
| SENIOR DIRECTOR, EXHIBITS & ARCHITEC | $225,022 | $0 | $0 | $0 | $803 | $0 | $11,349 | $0 | $8,404 | $0 | $245,578 | $0 | $0 | $0 |
| RAUL DEL BARCO | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $205,124 | $0 | $0 | $0 | $1,347 | $0 | $10,347 | $0 | $7,694 | $0 | $224,512 | $0 | $0 | $0 |
| MARGARET LOWMAN | ||||||||||||||
| SENIOR CURATOR & LINDSAY CHAIR OF BO | $222,593 | $0 | $0 | $0 | $2,162 | $0 | $11,256 | $0 | $8,392 | $0 | $244,403 | $0 | $0 | $0 |
| LUIZ ROCHA | ||||||||||||||
| ASSOCIATE CURATOR, ICTHYOLOGY | $221,368 | $0 | $0 | $0 | $328 | $0 | $10,337 | $0 | $18,809 | $0 | $250,842 | $0 | $0 | $0 |
| RYAN WYATT | ||||||||||||||
| SENIOR DIRECTOR, MORRISON PLANETARIU | $202,473 | $0 | $0 | $0 | $468 | $0 | $10,311 | $0 | $8,370 | $0 | $221,622 | $0 | $0 | $0 |
| BART SHEPHERD | ||||||||||||||
| SENIOR DIRECTOR OF THE STEINHART ACQ | $190,724 | $0 | $0 | $0 | $454 | $0 | $10,054 | $0 | $18,786 | $0 | $220,018 | $0 | $0 | $0 |
| CATHERINE ESTELLE | ||||||||||||||
| DIRECTOR OF SALES AND BUSINESS PARTN | $180,415 | $0 | $0 | $0 | $315 | $0 | $0 | $0 | $18,703 | $0 | $199,433 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING ALLOWANCE" AS A CONDITION OF EMPLOYMENT, THE EXECUTIVE DIRECTOR IS REQUIRED TO RESIDE ON ACADEMY PROPERTY IN ORDER TO BE AVAILABLE FOR AFTERHOURS EMERGENCIES AND/OR BUSINESS MEETINGS; TO HOST PUBLIC RELATIONS EVENTS, AND TO ENTERTAIN POTENTIAL DONORS. PER INTERNAL REVENUE CODE SECTION 119, THE VALUE OF THIS HOUSING AND ASSOCIATED PERSONAL SERVICES ARE NOT TREATED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. EMERGENCIES AND/OR BUSINESS MEETINGS; TO HOST PUBLIC RELATIONS EVENTS, AND TO ENTERTAIN POTENTIAL DONORS. PER INTERNAL REVENUE CODE SECTION 119, THE VALUE OF THIS HOUSING AND ASSOCIATED PERSONAL SERVICES ARE NOT TREATED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. |
| PART I, LINE 4B | JONATHAN FOLEY RECEIVED NON-QUALIFIED DEFERRED COMPENSATION IN THE FORM OF EMPLOYER CONTRIBUTIONS TO A 457(F) RETIREMENT PLAN. THIS AMOUNT IS INCLUDED IN PART II, COLUMN (C) IN THE AMOUNT OF $80,000. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA INFRASTRUCTURE & ECON DEVELOPMENT BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 630304653 | BondIssuerEIN |
| CUSIP | 13033WP98 | CUSIPNum |
| Bond Issued | 2008-07-29 | BondIssuedDt |
| Issue Price | $281,450,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $281,450,000 | TotalProceedsAmt |
| Refunding Escrow | $180,420,000 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $3,350,444 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $97,679,556 | CapitalExpendituresAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CA INFRASTRUCTURE & ECON DEVELOPMENT BANK DATE THE REBATE COMPUTATION WAS PERFORMED: 08/17/2016 |
| PART I, COLUMN (F) | DESCRIPTION OF PURPOSE THE FOLLOWING CUSIP NUMBERS RELATE TO A SINGLE BOND ISSUE ON JULY 29, 2008; 13033WP98, 13033WQ30, 13033WQ55, 13033WQ71, 13033WQ97, AND 13033WR39. THE BOND WAS ISSUED TO PROVIDE FUNDING FOR THE FOLLOWING PURPOSES: (1) TO REFUND, IN FULL, BONDS PREVIOUSLY ISSUED IN MARCH 2003 AND FEBRUARY 2005; (2) TO CONSTRUCT AND IMPROVE MUSEUM RESEARCH AND EDUCATION FACILITIES. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SHANNON BENNETT | |||||||
| CHIEF OF SCIENCE AND SUSTAINABILITY | HOME LOAN PURCHASE PROGRAM | Yes (X) | $133,000 | $52,400 | 0 | Yes (1) | Yes (1) |
| LUIZ ROCHA | |||||||
| ASSOCIATE CURATOR, ICTHYOLOGY | HOME LOAN PURCHASE PROGRAM | Yes (X) | $103,000 | $46,647 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $99,047 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,028,027 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $80,509 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | COMPUTER HARDWARE/SOFTWARE | 1 | $258,059 | FMV |
| Yes (X) | MATERIALS/SUPPLIES | 5 | $13,124 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF ITEMS CONTRIBUTED AND NOT NECESSARILY THE TOTAL NUMBER OF CONTRIBUTIONS CONTRIBUTED. |
| PART I, LINE 32B: | THE ORGANIZATION RECEIVED NONCASH CONTRIBUTIONS OF SCIENTIFIC SPECIMENS. AS ALLOWED UNDER SFAS 116, NO VALUE FOR THESE ITEMS WAS INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, BECAUSE THE ORGANIZATION DID NOT CAPITALIZE ITS COLLECTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY RSM US LLP ("RSM"), BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. PRIOR TO FILING WITH THE IRS, THE FORM 990 IS DISTRIBUTED TO THE TRUSTEES FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | PERSONS COVERED: THE CODE OF CONDUCT, CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY SHALL APPLY TO THE CONDUCT OF ANY "INTERESTED PERSON, AND ANY TRANSACTION OR ARRANGEMENT WITH AN "INTERESTED PERSON." AN "INTERESTED PERSON" IS A TRUSTEE, AN OFFICER, AN EXECUTIVE DIRECTOR, A HIGHLY COMPENSATED EMPLOYEE, A SUBSTANTIAL CONTRIBUTOR OR A MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT "FINANCIAL INTEREST". DETERMINATION OF CONFLICTS: ANY QUESTIONS WITH REGARD TO A PARTICULAR CIRCUMSTANCE OR OCCURRENCE SHOULD BE ADDRESSED TO THE CHAIR OF THE AUDIT COMMITTEE, WHO MAY CONSULT WITH LEGAL COUNSEL AS APPROPRIATE. ACTUAL CONFLICTS REVIEWED: AS SOON AS IS PRACTICABLE AFTER DETERMINING THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD SHALL DELIBERATE THE MATTER, AND THE POTENTIALLY INTERESTED PERSON, AFTER SUPPLYING SUCH INFORMATION AS THE BOARD SHALL REQUEST, SHALL RECUSE HIMSELF OR HERSELF. RESTRICTIONS IMPOSED: REQUIRE THAT THE INTERESTED PERSON LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT MAY CREATE THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE DIRECTOR, JONATHAN FOLEY'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY. INCREASES IN PAY ARE RECOMMENDED CONSISTENT WITH GUIDELINES FOR ALL STAFF. THE CHAIRMAN OF THE BOARD RECOMMENDS AN INCREASE FOR THE EXECUTIVE DIRECTOR. THIS RECOMMENDATION IS BASED ON COMPENSATION DATA, PREPARED BY THE ORGANIZATION'S ATTORNEYS. COMPENSATION DATA MAY INCLUDE A COMPENSATION SURVEY BY THE HAY GROUP AND 990 ORGANIZATIONS. THE PERFORMANCE AND COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR RECOMMENDS INCREASES THAT ARE CONSISTENT WITH THE GUIDELINES FOR THE REST OF STAFF AND REVIEWS THESE RECOMMENDATIONS WITH THE CHAIRMAN OF THE BOARD. COMPENSATION STUDIES FOR THESE POSITIONS MAY BE CONDUCTED BY THE HAY GROUP TO PROVIDE SUPPORT FOR RECOMMENDATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST 162,337. PLEDGE WRITE-OFF -390,903. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
| FORM 990, PART I, LINE 6 | VOLUNTEER LIST OBTAINED FROM VOLUNTEER SERVICES AS PART OF THE 6/30/18 FINANCIAL STATEMENT FOOTNOTE CREATION. TOTAL VOLUNTEERS ON FILE WAS OVER 800, AND ESTIMATION IS THAT ABOUT 800 ACTIVELY PROVIDED VOLUNTEER SERVICES DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CAMBRIDGE ASSOCIATES 125 HIGH S | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472271303 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ACADEMY OF SCIENCES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | INVESTMENT | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,465,033 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $180,861,942 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | -$44,334 | UBICodeVAmt |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99990 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP | ||
| B | $13,000,000 | GAAP |
| CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP | ||
| R | $11,966,783 | GAAP |