MONTEREY BAY AQUARIUM FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MONTEREY BAY AQUARIUM FOUNDATION (EIN 94-2487469)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349311110
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T16:19:51-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CALIFORNIA STREET SUITE 2700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942487469 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monterey Bay Aquarium Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN DAVIS | InCareOfNm |
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 8316484800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Cannery Row | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY GRANDE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8316484800 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 4159863900 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.88.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94336920183185000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8570B2D8046878F456576E706BB8FB99030C32C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D91463480E37AF7E768AC4EABC03A03FEB9B69B | 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 | Julie Packard | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Cannery Row | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $167,615,054 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.montereybayaquarium.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Monterey Bay Aquarium is to inspire conservation of the ocean. See Schedule O for further detail. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 716 | TotalEmployeeCnt |
| Total Volunteers | 1479 | TotalVolunteersCnt |
| Total Gross UBI | $122,249 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $78,487,795 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,375,810 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,414,687 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,947,497 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,381,037 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,613,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,246,561 | PYOtherRevenueAmt |
| CY Other Revenue | $3,445,430 | CYOtherRevenueAmt |
| PY Total Revenue | $133,530,080 | PYTotalRevenueAmt |
| CY Total Revenue | $101,381,737 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $801,663 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $761,132 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,893,034 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $45,436,875 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $216,726 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $219,606 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,124,105 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,388,522 | PYOtherExpensesAmt |
| CY Other Expenses | $46,446,074 | CYOtherExpensesAmt |
| PY Total Expenses | $89,299,945 | PYTotalExpensesAmt |
| CY Total Expenses | $92,863,687 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $44,230,135 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,518,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $437,722,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $474,966,162 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,273,013 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,491,315 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $419,449,149 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $454,474,847 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Monterey Bay Aquarium is to inspire conservation of the ocean. See Schedule O for further detail. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $37,874,665 | ExpenseAmt |
| Grant | $168,473 | GrantAmt |
| Revenue | $50,271,382 | RevenueAmt |
| Desc | Marine Life Exhibition and Care - See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,085,998 | ExpenseAmt |
| Grant | $72,000 | GrantAmt |
| Desc | Education and Outreach - See Schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,723,608 | ExpenseAmt |
| Grant | $482,885 | GrantAmt |
| Revenue | $247,367 | RevenueAmt |
| Desc | Conservation and Research - See Schedule O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,686,420 | ExpenseAmt |
| Grant | $37,774 | GrantAmt |
| Desc | Guest Services - See Schedule O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $18,686,420 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $37,774 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $77,370,691 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 258 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 716 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN DAVIS | PersonNm |
| Phone | 8316484800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 CANNERY ROW | AddressLine1Txt |
| City | Monterey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Steve Neal | |||||||||
| Chairman | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Dr Peter S Bing | |||||||||
| Chair Emeritus | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Julie Packard | |||||||||
| Executive Director | 28.0 | 0.0 | Yes (X) | Yes (X) | $307,867 | $0 | $39,017 | ||
| Susan Bell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Caldwell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Samantha Campbell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Caroline Getty | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MRC Greenwood | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Landreth | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joan Lane | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Mantell | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Connie Martinez | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gideon Yu | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Pietro Parravano | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Scholin | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark Wan | |||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Troy A Grande | |||||||||
| CFO as of 3/20/2017 | 40.0 | 1.0 | Yes (X) | $213,468 | $0 | $27,110 | |||
| Cynthia Vernon | |||||||||
| Chief Operating Officer | 40.0 | 1.0 | Yes (X) | $263,434 | $0 | $49,822 | |||
| Barbara Wright | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cristina Fekeci | |||||||||
| Chief Development Officer | 40.0 | 0.0 | $298,511 | $0 | $40,280 | Yes (X) | |||
| Marian Martha Hahn | |||||||||
| Chief Marketing Officer | 40.0 | 0.0 | $211,731 | $0 | $31,775 | Yes (X) | |||
| Margaret Spring | |||||||||
| VP Con & Sci Chief Cnsrv Off. | 40.0 | 0.0 | $203,056 | $0 | $42,349 | Yes (X) | |||
| Teresa Jeanine Merry | |||||||||
| Chief Human Resources Officer | 40.0 | 0.0 | $191,391 | $0 | $52,359 | Yes (X) | |||
| Charles Aslanian | |||||||||
| VP of Facility Operations | 40.0 | 0.0 | $160,307 | $0 | $49,966 | Yes (X) | |||
| David Rosenberg | |||||||||
| VP of Guest Experience | 40.0 | 0.0 | $157,594 | $0 | $16,902 | Yes (X) | |||
| Kevin Kearns | |||||||||
| VP of Exhibitions | 40.0 | 0.0 | $152,406 | $0 | $33,139 | Yes (X) | |||
| Randall Hamilton | |||||||||
| VP of Husbandry thru 11/1/2017 | 40.0 | 0.0 | $166,090 | $0 | $35,536 | Yes (X) | |||
| Anna Campisi | |||||||||
| Controller Director of Acctg | 40.0 | 0.0 | $189,201 | $0 | $18,955 | Yes (X) | |||
| Jennifer Dianto Kemmerly | |||||||||
| Dir,Global Fisheries&Aquacultr | 40.0 | 0.0 | $176,683 | $0 | $28,938 | Yes (X) | |||
| Nancy Enterline | |||||||||
| VP of Development | 40.0 | 0.0 | $163,079 | $0 | $50,442 | Yes (X) | |||
| Diane Sena | |||||||||
| Dir Non-Aq Property Mgmt GM | 40.0 | 0.0 | $161,820 | $0 | $28,388 | Yes (X) | |||
| Mary C Mullen | |||||||||
| VP of Gift Planning | 40.0 | 0.0 | $159,047 | $0 | $29,288 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,175,685 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $574,266 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 68 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Blach Construction Company | |||||
| 2020 FORTUNE DRIVE SUITE 100 | SAN JOSE | CA | 95131 | Construction | $5,224,932 |
| Impacts Research and Development | |||||
| 3720 FALCON RIDGE DRIVE | MEDINA | OH | 44256 | Advertising | $4,663,644 |
| Mark Cavagnero Associates | |||||
| 1045 SANSOME STREET 200 | SAN FRANCISCO | CA | 94111 | Architect | $1,469,092 |
| Bogard Construction Inc | |||||
| 350 CORAL STREET STE A-106 | SANTA CRUZ | CA | 95060 | Construction | $1,029,299 |
| Bates Homes Inc | |||||
| 22699 PICADOR DR | SALINAS | CA | 93908 | Construction | $646,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 70 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $13,449,705 | MembershipDuesAmt |
| Government Grants | $90,650 | GovernmentGrantsAmt |
| All Other Contributions | $26,835,455 | AllOtherContributionsAmt |
| Noncash Contributions | $2,523,088 | NoncashContributionsAmt |
| Total Contributions | $40,375,810 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSION FEES | 611600 | $48,721,237 | $48,721,237 |
| OTHER PROGRAM REVENUE | 900099 | $1,226,260 | $1,226,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,947,497 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,207,431 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$77,537 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,129,894 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,757 | TotalRevenueColumnAmt |
| Exclusion | $7,757 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,554,519 | RealAmt |
| Personal | $158,610 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,846,708 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,707,811 | RealAmt |
| Personal | $158,610 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,866,421 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $81,940 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,784,481 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,792,178 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,330,022 | SecuritiesAmt |
| Other | $56,587 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,462,156 | SecuritiesAmt |
| Other | -$56,587 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,405,569 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $117,846 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,287,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LICENSING REVENUE | 900099 | $247,367 | $247,367 |
| MEMBER EVENTS | 900099 | $81,855 | $81,855 |
| ALL OTHER REVENUE | 900099 | $242,030 | $242,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $571,252 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,381,737 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,518,749 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $122,249 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,209,855 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,213 | TotalAmt |
| Program Services | $685,213 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,850 | TotalAmt |
| Program Services | $38,850 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,069 | TotalAmt |
| Program Services | $37,069 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,744,109 | TotalAmt |
| Program Services | $842,849 | ProgramServicesAmt |
| Management And General | $1,562,469 | ManagementAndGeneralAmt |
| Fundraising | $338,791 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,582,273 | TotalAmt |
| Program Services | $26,551,306 | ProgramServicesAmt |
| Management And General | $3,713,247 | ManagementAndGeneralAmt |
| Fundraising | $1,317,720 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,821,537 | TotalAmt |
| Program Services | $2,372,257 | ProgramServicesAmt |
| Management And General | $331,604 | ManagementAndGeneralAmt |
| Fundraising | $117,676 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,798,810 | TotalAmt |
| Program Services | $4,464,435 | ProgramServicesAmt |
| Management And General | $1,010,340 | ManagementAndGeneralAmt |
| Fundraising | $324,035 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,490,146 | TotalAmt |
| Program Services | $2,018,580 | ProgramServicesAmt |
| Management And General | $362,905 | ManagementAndGeneralAmt |
| Fundraising | $108,661 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,168 | TotalAmt |
| Program Services | $114,242 | ProgramServicesAmt |
| Management And General | $82,631 | ManagementAndGeneralAmt |
| Fundraising | $11,295 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,691 | TotalAmt |
| Program Services | $269,503 | ProgramServicesAmt |
| Management And General | $12,974 | ManagementAndGeneralAmt |
| Fundraising | $1,214 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,661 | TotalAmt |
| Program Services | $209,661 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,606 | TotalAmt |
| Fundraising | $219,606 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,331 | TotalAmt |
| Management And General | $293,331 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,058,266 | TotalAmt |
| Program Services | $9,052,523 | ProgramServicesAmt |
| Management And General | $861,269 | ManagementAndGeneralAmt |
| Fundraising | $144,474 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,859,870 | TotalAmt |
| Program Services | $7,605,957 | ProgramServicesAmt |
| Management And General | $239,015 | ManagementAndGeneralAmt |
| Fundraising | $14,898 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,904,543 | TotalAmt |
| Program Services | $4,915,849 | ProgramServicesAmt |
| Management And General | $701,544 | ManagementAndGeneralAmt |
| Fundraising | $287,150 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,273 | TotalAmt |
| Program Services | $1,146,271 | ProgramServicesAmt |
| Management And General | $110,716 | ManagementAndGeneralAmt |
| Fundraising | $5,286 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,848 | TotalAmt |
| Program Services | $360,158 | ProgramServicesAmt |
| Management And General | $304,594 | ManagementAndGeneralAmt |
| Fundraising | $9,096 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,259,537 | TotalAmt |
| Program Services | $1,845,327 | ProgramServicesAmt |
| Management And General | $237,532 | ManagementAndGeneralAmt |
| Fundraising | $176,678 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,979 | TotalAmt |
| Program Services | $150,293 | ProgramServicesAmt |
| Management And General | $85,224 | ManagementAndGeneralAmt |
| Fundraising | $16,462 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,947,060 | TotalAmt |
| Program Services | $12,668,952 | ProgramServicesAmt |
| Management And General | $1,249,374 | ManagementAndGeneralAmt |
| Fundraising | $28,734 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,304 | TotalAmt |
| Program Services | $514,936 | ProgramServicesAmt |
| Management And General | $129,080 | ManagementAndGeneralAmt |
| Fundraising | $2,288 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MARINE LIFE CARE | $1,536,935 | $1,502,955 | $33,939 | $41 |
| MERCHANT FEES | $848,907 | $3,505 | $845,402 | |
| ACCOUNTS RECEIVABLE WRITE-OFF | $201,701 | $201,701 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,863,687 | TotalAmt |
| Program Services | $77,370,691 | ProgramServicesAmt |
| Management And General | $12,368,891 | ManagementAndGeneralAmt |
| Fundraising | $3,124,105 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,545,764 | BOYAmt |
| EOY | $18,038,931 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,045,150 | BOYAmt |
| EOY | $28,115,040 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,408,121 | BOYAmt |
| EOY | $18,178,960 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992,337 | BOYAmt |
| EOY | $2,809,417 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,874 | BOYAmt |
| EOY | $555,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $287,583,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $152,029,621 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,282,124 | BOYAmt |
| EOY | $135,553,492 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,755,156 | BOYAmt |
| EOY | $9,883,247 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,172,048 | BOYAmt |
| EOY | $250,109,077 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,663,588 | BOYAmt |
| EOY | $11,722,853 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,722,162 | BOYAmt |
| EOY | $474,966,162 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,275,300 | BOYAmt |
| EOY | $10,464,811 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,860,984 | BOYAmt |
| EOY | $9,896,046 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,729 | BOYAmt |
| EOY | $130,458 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,273,013 | BOYAmt |
| EOY | $20,491,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,644,408 | BOYAmt |
| EOY | $377,486,453 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,848,831 | BOYAmt |
| EOY | $59,536,394 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,955,910 | BOYAmt |
| EOY | $17,452,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,449,149 | BOYAmt |
| EOY | $454,474,847 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,722,162 | BOYAmt |
| EOY | $474,966,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,518,050 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,115,251 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $392,397 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,782,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,916,874 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,085,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,487,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,375,810 | CurrentTaxYearAmt |
| Total | $240,647,551 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,782,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,916,874 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,085,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,487,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,375,810 | CurrentTaxYearAmt |
| Total | $240,647,551 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $55,716,773 | SubstantialContributorsTotAmt |
| Public Support Total170 | $184,930,778 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,420,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,399,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,676,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,665,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,928,617 | CurrentTaxYearAmt |
| Total | $32,090,472 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $272,738,023 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $227,534,942 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67805 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87252 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $105 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $209,556 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $209,661 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $76,648,094 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $76,857,755 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $113,655 | CurrentYearMinus3Amt |
| Current Year Minus2 | $141,513 | CurrentYearMinus2Amt |
| Current Year Minus1 | $338,355 | CurrentYearMinus1Amt |
| Current Year | $209,661 | CurrentYearAmt |
| Total | $803,184 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $407 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year | $105 | CurrentYearAmt |
| Total | $512 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,825,806 | BeginningYearBalanceAmt |
| Contributions | $15,723,311 | ContributionsAmt |
| Investment Earnings Or Losses | $33,455,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,173,000 | OtherExpendituresAmt |
| End Year Balance | $239,831,456 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,401,810 | BeginningYearBalanceAmt |
| Contributions | $65,084,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,173,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,833,004 | OtherExpendituresAmt |
| End Year Balance | $196,825,806 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $131,038,945 | BeginningYearBalanceAmt |
| Contributions | $1,009,663 | ContributionsAmt |
| Investment Earnings Or Losses | -$422,798 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,224,000 | OtherExpendituresAmt |
| End Year Balance | $127,401,810 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,049,854 | BeginningYearBalanceAmt |
| Contributions | $16,050,939 | ContributionsAmt |
| Investment Earnings Or Losses | $5,831,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,893,000 | OtherExpendituresAmt |
| End Year Balance | $131,038,945 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,879,570 | BeginningYearBalanceAmt |
| Contributions | $19,632,856 | ContributionsAmt |
| Investment Earnings Or Losses | $16,037,428 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,500,000 | OtherExpendituresAmt |
| End Year Balance | $113,049,854 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89460 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03260 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,944,271 | OtherCostOrOtherBasisAmt |
| Book Value | $22,944,271 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,400,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,342,485 | DepreciationAmt |
| Book Value | $71,057,749 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $756,385 | OtherCostOrOtherBasisAmt |
| Depreciation | $756,385 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,866,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,426,742 | DepreciationAmt |
| Book Value | $7,439,437 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,372,429 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,260,394 | DepreciationAmt |
| Book Value | $34,112,035 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,553,492 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY FUND | $135,384,689 | F |
| BOND FUNDS | $27,780,237 | F |
| HEDGE FUNDS | $33,956,173 | F |
| NONMARKETABLE INVESTMENTS | $33,734,052 | F |
| CD INVESTMENTS | $19,253,926 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $250,109,077 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITY PAYMENT LIABILITY | Desc |
| Amt | $130,458 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $130,458 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Intended Use of Endowment Funds | Schedule D, Part V, Line 4: The earnings of the Aquarium's endowment funds support education and conservation programs and the mission of the Aquarium. |
| FIN 48 (ASC 740) Footnote | Schedule D, Part X, Line 2: The following footnote appeared in the consolidated financial statements for both Monterey Bay Aquarium Foundation and Monterey Bay Aquarium Support Services ("MBASS"), a related organization: The Monterey Bay Aquarium Foundation and MBASS follow guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is 'more-likely-than-not' to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. The Monterey Bay Aquarium Foundation and MBASS are exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code, though each organization is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. They are also exempt from California state franchise taxes under Section 23701(d) of the California Revenue and Taxation Code. The Monterey Bay Aquarium Foundation and MBASS have processes presently in place to ensure the maintenance of each organization's tax exempt status, to identify and report unrelated income; to determine the organization's filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. The Monterey Bay Aquarium Foundation and MBASS have both determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | Conferences & Fish Tag | $193,056 |
| Middle East and North Africa | Program Services | Conferences | $24,061 |
| Sub-Saharan Africa | Program Services | Conference & Shark Tag | $11,325 |
| North America | Program Services | Conferences | $30,339 |
| Europe (Including Iceland and Greenland) | Program Services | Conferences | $110,686 |
| Central America and the Caribbean | Program Services | Conferences | $2,693 |
| South America | Program Services | Conferences | $1,163 |
| North America | Grantmaking | $37,069 | |
| Central America and the Caribbean | Investments | $15,587,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $15,997,858 | SubtotalSpentAmt |
| Total Spent | $15,997,858 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| North America | White Shark Research | $11,500 | Wire | $0 |
| North America | Migratory movement of rays | $25,569 | Wire | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Procedures for Monitoring Use of Grant Funds Outside the United States | Schedule F, Part I, Line 2: The Aquarium requires potential grant recipients to submit formal applications which are reviewed by the program manager for consistency with the Aquarium's mission and compliance with the annual budget. Furthermore, the Aquarium requires a written report from the grantee providing detail about how funds were used to accomplish the grant objectives. Reports are reviewed by the program manager for compliance with grant conditions. |
| Purposes of Grants | Schedule F, Part II, column d Grant of $11,500 - MBA Grant to support juvenile white shark research in Sebastian Vizcaino Bay Grant of $25,569 - Migratory movement, Ecology & Conservation of Rays in Gulf of California |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Feldstein Co LLC | ||||||||
| 5757 West Century Blvd Suite 300 | Los Angeles | CA | 90045 | Consulting MARKETING | false | $0 | $63,606 | -$63,606 |
| S D A Teleservices | ||||||||
| 400 N Michigan Ave Suite 1650 | Chicago | IL | 60611 | Telemarket | false | $249,980 | $156,000 | $93,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $249,980 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $219,606 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $30,374 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA SANTA CRUZ | ||||||||
| 1156 HIGH ST205 HAHN STUDENT SVC BL | SANTA CRUZ | CA | 950641077 | 941539563 | 115 | $20,000 | $0 | Modulid Rays |
| MARINE MAMMAL CENTER | ||||||||
| 200 BUNKER ROAD FT CRONKHITE | SAUSALITO | CA | 94965 | 043569744 | 501(c)(3) | $30,000 | $0 | Necropsy/Pathology |
| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE | ||||||||
| 7700 SANDHOLDT ROAD | MOSS LANDING | CA | 95039 | 770150580 | 501(c)(3) | $96,425 | $0 | Microplastics Research |
| CA STATE UNIVERSITY LONG BEACH | ||||||||
| RESEARCH FOUNDATOIN6300 STATE UNIVE | LONG BEACH | CA | 90815 | 931150363 | 115 | $27,000 | $0 | Juvenile White Shark Program |
| UC DAVIS VETERINARY MEDICAL TEACHING HOSPITAL | ||||||||
| FINANCIAL SERVICES ANNEX 102 | DAVIS | CA | 956165270 | 043569744 | 115 | $24,065 | $0 | Aquatic Animal Research and Medicine Fellowship |
| MONTEREY BAY AQUARIUM RESEARCH INSTITUTE | ||||||||
| 7700 SANDHOLDT ROAD | MOSS LANDING | CA | 95039 | 770150580 | 501(c)(3) | $85,639 | $0 | Research & Development of Cephalopods |
| CITY OF MONTEREY | ||||||||
| REVENUE DIVISION735 PACIFIC ST ST | MONTEREY | CA | 93940 | 115 | $62,110 | $0 | WAVE and Public Transp Contrib | |
| STANFORD UNIVERSITY | ||||||||
| LOCKBOXPO BOX 44253 | SAN FRANCISCO | CA | 941444253 | 941156365 | 115 | $65,000 | $0 | White Shark Cafe Project 2017 |
| STANFORD UNIVERSITY | ||||||||
| LOCKBOXPO BOX 44253 | SAN FRANCISCO | CA | 941444253 | 941156365 | 115 | $192,459 | $0 | S Palumbi Shark Fin Identification Project 2017 |
| MONTEREY BAY FISHERIES TRUST | ||||||||
| 256 FIGUEROA STREET 1 | MONTEREY | CA | 939402478 | 471978379 | 501(c)(3) | $40,000 | $0 | Fishing Conservation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| SCHOLARSHIP | 16 | $13,850 | $0 |
| FELLOWSHIP | 1 | $25,000 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedures for Monitoring the Use of Grant Funds in the United States | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, Line 2: The Aquarium requires potential grant recipients to submit formal applications which are reviewed by the program manager for consistency with the Aquarium's mission and compliance with the annual budget. Furthermore, the Aquarium requires a written report from the grantee providing detail about how funds were used to accomplish the grant objectives. Reports are reviewed by the program manager for compliance with grant conditions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julie Packard | ||||||||||||||
| Executive Director | $305,427 | $0 | $401 | $0 | $2,039 | $0 | $27,000 | $0 | $12,017 | $0 | $346,884 | $0 | $0 | $0 |
| Troy A Grande | ||||||||||||||
| CFO as of 3/20/2017 | $202,211 | $0 | $10,790 | $0 | $467 | $0 | $6,231 | $0 | $20,879 | $0 | $240,578 | $0 | $0 | $0 |
| Cynthia Vernon | ||||||||||||||
| Chief Operating Officer | $251,919 | $0 | $9,695 | $0 | $1,820 | $0 | $25,931 | $0 | $23,891 | $0 | $313,256 | $0 | $0 | $0 |
| Cristina Fekeci | ||||||||||||||
| Chief Development Officer | $290,462 | $0 | $5,801 | $0 | $2,248 | $0 | $27,000 | $0 | $13,280 | $0 | $338,791 | $0 | $0 | $0 |
| Marian Martha Hahn | ||||||||||||||
| Chief Marketing Officer | $208,003 | $0 | $3,290 | $0 | $438 | $0 | $20,881 | $0 | $10,894 | $0 | $243,506 | $0 | $0 | $0 |
| Margaret Spring | ||||||||||||||
| VP Con & Sci Chief Cnsrv Off. | $198,485 | $0 | $3,290 | $0 | $1,281 | $0 | $20,618 | $0 | $21,731 | $0 | $245,405 | $0 | $0 | $0 |
| Teresa Jeanine Merry | ||||||||||||||
| Chief Human Resources Officer | $180,123 | $0 | $9,683 | $0 | $1,585 | $0 | $19,062 | $0 | $33,297 | $0 | $243,750 | $0 | $0 | $0 |
| Charles Aslanian | ||||||||||||||
| VP of Facility Operations | $158,572 | $0 | $790 | $0 | $945 | $0 | $16,902 | $0 | $33,064 | $0 | $210,273 | $0 | $0 | $0 |
| David Rosenberg | ||||||||||||||
| VP of Guest Experience | $155,614 | $0 | $1,790 | $0 | $190 | $0 | $15,561 | $0 | $1,341 | $0 | $174,496 | $0 | $0 | $0 |
| Kevin Kearns | ||||||||||||||
| VP of Exhibitions | $151,425 | $0 | $790 | $0 | $191 | $0 | $7,858 | $0 | $25,281 | $0 | $185,545 | $0 | $0 | $0 |
| Anna Campisi | ||||||||||||||
| Controller Director of Acctg | $175,328 | $0 | $13,683 | $0 | $190 | $0 | $17,533 | $0 | $1,422 | $0 | $208,156 | $0 | $0 | $0 |
| Jennifer Dianto Kemmerly | ||||||||||||||
| Dir,Global Fisheries&Aquacultr | $173,515 | $0 | $2,469 | $0 | $699 | $0 | $17,512 | $0 | $11,426 | $0 | $205,621 | $0 | $0 | $0 |
| Nancy Enterline | ||||||||||||||
| VP of Development | $161,669 | $0 | $790 | $0 | $620 | $0 | $17,157 | $0 | $33,285 | $0 | $213,521 | $0 | $0 | $0 |
| Randall Hamilton | ||||||||||||||
| VP of Husbandry thru 11/1/2017 | $165,296 | $0 | $0 | $0 | $794 | $0 | $16,874 | $0 | $18,662 | $0 | $201,626 | $0 | $0 | $0 |
| Diane Sena | ||||||||||||||
| Dir Non-Aq Property Mgmt GM | $157,703 | $0 | $3,290 | $0 | $827 | $0 | $16,036 | $0 | $12,352 | $0 | $190,208 | $0 | $0 | $0 |
| Mary C Mullen | ||||||||||||||
| VP of Gift Planning | $156,590 | $0 | $790 | $0 | $1,667 | $0 | $15,945 | $0 | $13,343 | $0 | $188,335 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Gross-Up Payments and Health Club Dues: As part of the Aquarium's wellness program, all employees (including the listed employees in Part VII, Section A) are eligible to receive a monthly subsidy of $25 for fitness center dues if the employee meets certain wellness program requirements. Since this type of subsidy is considered a taxable fringe benefit, the Aquarium grosses-up these subsidies to cover the employee's taxes. Such payments were treated as taxable income on the employee's Form W-2 and reported as compensation on Schedule J, Part II, Column b(iii). Additionally, certain employees received tax gross-up payments for small appreciation gifts received during the course of the 2017 calendar year. Such payments were treated as taxable income on the employee's Form W-2 and reported as compensation on Schedule J, Part II, Column b(ii). | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 90 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,462,009 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,659 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | STAINLESS STEEL SINK & COUNTERTOP ANIMAL CARE CTR | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,420 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINION OF EXPERTS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
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Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
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| Organization's Mission | Form 990, Part I, Line 1 and Form 990, Part III, line 1: The mission of the Monterey Bay Aquarium is to inspire conservation of the ocean. Unique among ocean conservation organizations, the Aquarium inspires 2 million visitors each year. We reach far beyond our walls as well, engaging 3.5 million followers through social media channels. The powerful impact of an Aquarium visit and the energy and engagement of our online audience contribute to the Aquariums growing stature as a trusted source of science-based conservation solutions. 2017 Highlights: - Beginning the expansion of our Animal Care Center to meet the growing needs of ocean animals at the Aquarium and in the wild. - Becoming the first in the world to culture the stunning and exceedingly fragile spotted comb jelly, and one of only a handful of aquariums to hatch and raise chambered nautilus behind the scenes. - Accepting the World Association of Zoos and Aquariums Conservation Award in recognition of the international scope and impact of our work to safeguard the ocean. - Creating a coalition of 22 U.S. aquariums that are changing their business practices and raising public awareness about the threats from plastic pollution to freshwater and ocean habitats. - Agreement by the international community, for the first time, to a science-based recovery plan for iconic and imperiled Pacific bluefin tuna, following years of work by the Aquarium and our allies. - Celebrating our volunteers - more than 9,200 individuals who have served 4 million hours since 1984 - the equivalent of more than 450 years of service. - Observing the 10th anniversary of our Watsonville Area Teens Conserving Habitats program, which engages local high school students with wetlands field research in their community. |
| Program Service Accomplishment Description | Form 990, Part III, Line 4a Marine Life Exhibition and Care: Marine life exhibition and care costs of $37,874,665 include the cost of operating and maintaining the Aquariums living exhibit galleries. Our Animal Care Center Takes Shape: Our new Juli Plant Grainger Animal Care Center, made possible through support from many of our members and donors, will help us better meet the growing needs of ocean animals we care for at the Aquarium and in the wild. The $7.3 million behind-the-scenes facility, which will be up and running in fall 2018, nearly triples the existing veterinary space, and includes a new laboratory and two new animal hospital wards. It also offers us opportunities to integrate veterinary care with research studies to help animals living in the wild. This is critical to our animal care and research work and will make a big difference for ocean animals. The expanded Center also allows us to: - Use cutting-edge diagnostic equipment and state-of-the-art veterinary technologies. - Address the specific needs of rescued animals like sea otters, as well as sea turtles and other animals that are likely to strand at a time of changing ocean conditions. - Provide formal training opportunities for veterinary students and graduates, especially those from underrepresented communities, to expand the field of conservation medicine. Selka Raises Her First Pup: Surrogate pup, shark-bite survivor, research sea otter...and now, surrogate mother: Selka, our newest exhibit sea otter, is also our newest caregiver for stranded pups - and successfully raised her first pup during the summer of 2017. Were the only facility in the world that rescues, treats and releases stranded southern sea otters - including pups that require specialized care through our unique surrogacy program that pairs our adult female exhibit otters with pups in need of maternal care. Our main priority is to see the wild population reach a sustainable number by understanding the threats sea otters face and promoting their recovery. Our decades-long commitment is making a difference. Nearly 60 percent of the otters in Elkhorn Slough are direct descendants of our Sea Otter Program, and are helping to restore this vital coastal wetland. We believe sea otters can have a similar impact in California waters outside their current range. Where the Wild Sharks Are: Thanks to advanced technologies in tagging and tracking white sharks, and rigorous analysis of their behaviors in the wild, weve made some amazing discoveries about where, when and possibly why they travel around the Eastern Pacific. Our years of research have contributed significantly to an understanding of this top ocean predator. More sophisticated tracking and camera tags now provide new details about the lives of juveniles and adults. With our colleagues in the United States and Mexico, we identified important nursery areas off southern California and Baja. Pinpointing these elusive areas is a big step for us and our partners, who have worked on this subject for decades. Weve begun using electronic tags with activity trackers (think Fitbit for sharks) to understand how frequently adults feed and the energetic demands associated with foraging, migrating and reproducing. Were also working with Intel on a camera that can do an underwater, full-body scan to precisely and accurately measure an adult white sharks length and girth - a task researchers now perform mostly by guesswork. Ocean Memory Lab: Our new Ocean Memory Lab is a time machine of sorts - and its already delivering results. Inside, our conservation research scientists use modern tools and a technique called compound-specific stable isotope analysis to study the tissues of long-dead sea creatures, many in the form of 19th century museum specimens. In the process, researchers are unlocking stored secrets about ocean dynamics dating back 100 years or more. Their data will help inform management decisions designed to maintain and restore the health of ocean ecosystems. The first results, published in February 2018, conclude that seabirds are eating lower on the food web today than in the past. Results were based on analysis of seabird feathers dating back 130 years. Soaring with Seabirds: Soaring with Seabirds is our newest family-oriented exhibit. The successor to Flippers, Flukes and Fun features educational, interactive and engaging opportunities to learn about these remarkable birds. This latest addition to our Open Sea wing helps young visitors discover how seabirds are uniquely adapted to life at sea, but still must return to land to hatch and raise their chicks. Three themed areas invite visitors to become acquainted with eight types of seabirds they might see in Monterey Bay. We hope theyll come away with a deeper appreciation for these amazing animals. New Exhibit Animals: We continued to bring new animals to our living exhibits in 2017, adding several species for visitors to enjoy and staff to study and care for. We introduced colorful pelagic red crabs as a way to share how periodic El Nio climate cycles warm up northern coastal waters. Behind the scenes, aquarists are culturing these crimson crustaceans from egg to adult. A stunning black-bellied plover joined the flock in our Aviary, which is also home to two young American avocets that we hatched and reared at the Aquarium as part of a Species Survival Plan in which we participate with colleagues nationwide through the Association of Zoos and Aquariums. Culturing Breakthroughs in Two Mysterious Species: Our aquarists achieved significant breakthroughs in culturing and raising two mesmerizing species - the spotted comb jelly and the chambered nautilus. Both are examples of the latest advances from our animal care team to understand the lifecycles of these mysterious animals. For the first time anywhere, our jelly team cultured and put on exhibit Leucothea pulchra - Latin for "beautiful sea goddess" - a creature described as "barely organized water" due to its fragility. To protect the easily broken beauties, the team had to move like sloths during cultivation and daily maintenance. Just wiping down the inside of their holding tanks required the slowest of motions; a task that would otherwise take only a couple minutes required 20. This team was also the first ever to decipher the difficult comb jelly lifecycle in 2016, then moved on to culture and exhibit other comb jellies - Mnemiopsis leidyi, Bolinopsis infundibulum and Pleurobrachia bachei. That experience primed them to culture the star of the phylum when we collected wild spotted comb jellies in Monterey Bay in December. We put them in a six-foot tall acrylic tube we designed specifically for ctenophore culture, and our jelly wizards worked their magic. In a few months, dozens were jetting about, and ready for their share of the spotlight. Hatching and raising chambered nautilus is also a rare feat, as only a handful of aquariums in the world have propagated this most primitive of cephalopods. Even fewer have succeeded at raising them beyond a few years. Our Tentacles team incubates the small leathery eggs behind the scenes, from which emerge blue-eyed hatchlings that otherwise are perfect miniatures of their parents and independent from day one. In caring for our first-ever chambered nautilus hatchlings, were trying new approaches that could someday take the rearing of this species beyond the point our colleagues have achieved, and lead to a breakthrough in raising and breeding these mysterious, shelled cephalopods. |
| Program Service Accomplishment Description | Form 990, Part III, Line 4b Education and Outreach: Education and Outreach costs of $11,085,998 include the cost of education programs for both teachers and students, and Aquarium Adventures programs to deepen guest experiences. Inspiring Future Ocean Leaders: One of our most important goals is to instill in young people a lifelong passion for science and the environment, and a commitment to caring for the natural world. Philanthropic donations let us offer transformational opportunities to thousands of students and teachers every year. Our New Center Takes Shape: We began construction on our new Bechtel Family Center for Ocean Education and Leadership. Our most ambitious endeavor since opening the Aquarium, the new Center will allow us to take our work with young people to the next level - inspiring future ocean leaders for generations to come. Were on track to open in 2019. Its been exciting to watch the building rise on Cannery Row as our construction crew completes more of the structure. The Centers location across from a public beach - and its unobstructed ocean views - will help build a deeper connection to the ocean among the students and teachers who participate in our programs. The Center will also accommodate innovative programming, with the technology to deliver multimedia content and distance learning. Its design is environmentally responsible and LEED certified. Innovating for Our Future: Our education team spent most of 2017 evaluating our current programs and researching new approaches, with the goal of incorporating the best ideas into the curriculum well offer when we open the doors of our Center to students and teachers in 2019. Our program development process ensures that we can launch a suite of fresh programs reflecting educational best practices and the needs of our audiences, all while maintaining the Aquariums renowned standard of excellence. Our team turned planning into a dynamic process of reflection and learning for everyone involved. They assessed our education programming from all angles. They looked at how well we convey key conservation content, aligned to educational standards, whether were reaching the most important audiences and whether we use the most effective teaching strategies. That process required our staff to visit other institutions, consult with our scientists and those at partner institutions, and engage with our community partners. Aquarium educators took what they learned and created new learning experiences to integrate into existing programs or to serve as the basis for dynamic new programming. These are now being tested and piloted to identify the most promising. On the horizon are new and revamped teen programs, new options for visiting school groups and new experiences for teachers. Supporting Teachers in Science Education: We are one of the only aquariums in the nation to provide professional development opportunities at no cost to teachers as well as students. From our beginning, its been a hallmark of our commitment to education. In 2017, we engaged teachers in firsthand explorations of ocean and wetland ecosystems during four Teacher Institutes. Over the course of several days, teachers conducted field investigations and met with scientific experts to learn how to integrate science and technology into their curriculum, and to deepen their understanding of marine science and ocean conservation. Teachers found ways to apply the principles of project-based learning and environmental exploration in their schoolyard or local neighborhood, regardless of whether their classrooms are located in a coastal region or an inland community. Once again, we offered our popular Ocean Plastic Pollution Summit for K-12 teachers, to provide them and their students with the knowledge and skills to help combat plastic pollution at their schools and in their communities. Many also took part in our annual Connecting Conservation and Technology Workshop. Teen Programs Enrich Young Lives: Inspiring teens to take action to protect the ocean is one of our top priorities. Some of them are now inspiring others in their communities, and beyond. Students in Young Women in Science increased their knowledge of marine science as well as their skills and belief that they can make a difference by taking action for the ocean. During the weeklong bilingual camp, more than 100 young women met with researchers, took part in scientific explorations, examined the lifecycle of sea otters and learned how humans impact ocean health. More than 100 Teen Conservation Leaders learned about marine science and conservation during an intensive two-week summer training, and as they volunteered at the Aquarium in various capacities. They worked alongside adult volunteers, building confidence and professionalism while gaining valuable workplace experience. Nearly 50 Student Oceanography Club participants learned about nearshore habitats during the yearlong program. Drawing on their new insights, the teens participated in a dune restoration project, met with scientists working in Elkhorn Slough, or picked up trash along the coastal recreation trail and recorded data on the type of debris they found. Students in our Watsonville Area Teens Conserving Habitats program carried out detailed studies of environmental conditions in their communities. With support of local scientists, 70 teens worked in teams to develop and implement field projects. They devised testable hypotheses, identified appropriate methods and tools, collected data and analyzed their findings. They concluded by presenting their findings to the public at the Aquarium and the Mello Center in Watsonville. Ocean Science Experiences for California Students: More than 80,000 schoolchildren, and 30,000 teachers and chaperones, visited the Aquarium on a free school field trip during the last academic year. Nearly half engaged in a facilitated program that strengthened their understanding of conservation and science, whether through a hands-on exploration of Monterey Bay and its amazing wildlife or a media-rich presentation of Aquarium inside stories. We engaged more than 1,500 preschool children from Monterey and Santa Cruz counties through our Splash Zone Head Start Discovery Program. As they and family members learned about the ocean at the Aquarium, the young children - many whove never visited the coast before - developed a sense of caring for marine life and habitats. Teen Program Celebrates 10 Years: What began 10 years ago as a summer program to introduce teens to the watershed habitats in their own backyard has become a model for community-based ocean conservation education - and has inspired hundreds of young people. Our Watsonville Area Teens Conserving Habitats (WATCH) program lets high school students engage in an in-depth exploration of ecosystems, in the field and in the lab. WATCH integrates academic learning, youth development and conservation outreach projects in a relevant and meaningful way that connects students with their neighbors and the ocean. Students earn community service hours required for graduation and are eligible for college scholarships from the Aquarium. The program is offered to students in three Pajaro Valley high schools. It begins in summer and extends throughout the school year. During the three-week summer program the students explore the Pajaro River Watershed, meet with local scientists and employ inquiry-based learning principles. During the school year, the same students develop their own projects based on an environmental topic. Since its inception, almost 400 students have participated in WATCH, and we have awarded over $207,000 in college scholarships to some of those teens to continue their education in science. These scholarships, and the program, reflect our commitment to help young people connect to the ocean and pursue their academic dreams. In August, we invited program alumni to a 10th anniversary celebration at the Aquarium. Over 150 students attended with family members - new babies, grandparents and other loved ones - to meet and reconnect with their peers and our staff and teachers. |
| Program Service Accomplishment Description | Form 990, Part III Line 4c Conservation and Science: Conservation and Science costs of $ $9,723,608 represent expenses for marine policy and advocacy efforts, the Seafood Watch program and field research. Taking Action for the Global Ocean: The Aquarium has become a respected advocate for the global ocean. Our expertise in science, policy, markets and public engagement helps us enlist new partners, take action and make a difference - in California, across the nation and around the world. Protecting National Monuments: The United States has led the way in creating marine sanctuaries and national monuments. In 2017, the Aquarium mobilized support to turn back a federal proposal that would open millions of now-protected acres to offshore oil and gas drilling. Our followers responded, decisively: nearly 10,000 individuals, scores of businesses, chef and restaurant partners, and zoo and aquarium colleagues nationwide spoke out. The fight continues, and well continue to defend much-needed protections for our blue parks. Monterey Bay National Marine Sanctuary Turns 25: When the Aquarium opened, we opened a window into the rich and diverse life of Monterey Bay. That awareness reached millions and sparked a movement that led to the creation of Monterey Bay National Marine Sanctuary in 1992. Now, 25 years later, the bay is an international success story - a vibrant example of what can happen when we responsibly manage and protect our living ocean. Over the years, Aquarium members and donors have supported our work to create marine protected areas in California and beyond, and help us defend the sanctuary and other marine protected areas from proposals to scale them back or open coastal waters to offshore oil drilling. We continue to work to keep the bay healthy as part of an unmatched community of ocean research institutions. Our scientists study the sanctuarys marine life and ecosystems to inform management policies that we can apply here and elsewhere. Were tackling threats from plastic pollution and climate change. Through the Monterey Bay Fisheries Trust, were supporting sustainable local fisheries. Each year, nearly 2 million Aquarium visitors learn more of the bays story - and they too are stepping up to play their part for the ocean. Global Seafood & Aquaculture: As a sustainable seafood leader, weve worked for nearly 20 years to energize consumers, engage with businesses and drive change in the way seafood is caught and farmed internationally. In 2017, we launched an ambitious new partnership in Southeast Asia with the Carnegie Endowment for International Peace and former Secretary of State John Kerry. Together, well work with producers and governments to improve environmental sustainability of seafood production throughout the region. Working conditions of people who produce our seafood are equally important. With our partners Liberty Asia and the Sustainable Fisheries Partnership, we created a new tool that helps businesses identify the risk of slavery and other human rights abuses in their supply chains - and take steps to address these problems. From the United Nations to the UK and Japan, we were invited to share insights about fisheries policy and business leadership in sustainability. Seafood Watch Stats: - We have distributed 2.5 million Seafood Watch consumer guides to date. - 13,000 businesses partner with Seafood Watch. - 231 conservation partners advance our sustainable seafood initiatives. Elevating Ocean Issues: From Silicon Valley to the United Nations, we brought ocean issues to the fore. More and more, policymakers and the public seek our advice to shape a future in which ocean ecosystems can thrive. March for Science: On Earth Day 2017, we joined people around the world and stood up for the critical role science plays in protecting the health of the ocean. Aquarium staff marched in North America and in Europe, from Washington, DC, and San Francisco to Brussels and Amsterdam. We spoke in Monterey and Silicon Valley, and encouraged people to become citizen scientists. Even our resident African penguins joined in with a "March of the Penguins for Science," waddling through our galleries as a Facebook Live audience of 4.3 million cheered them on. UN Ocean Conference: In June, the United Nations hosted its first Ocean Conference - a global gathering focused on protecting the marine resources vital to human survival. Our expertise earned us invitations to speak on critical topics: seafood sustainability, plastic pollution and ocean acidification. At the conclusion of the conference, the 193 member nations unanimously adopted a call "to act decisively and urgently [for ocean health]." A Pacific Bluefin Tuna Victory: Years of work produced a breakthrough for Pacific bluefin tuna, and new hopes that they are now on a path to recovery. We mobilized our expertise in science, policy and fisheries to win international support for a promising new management plan for these wide-ranging ocean animals. Pacific bluefin tuna have been struggling for decades, as their numbers dropped below 3 percent of the level that existed before the onset of industrial-scale fishing after World War II. Now, with contributions from our science, policy and sustainable seafood teams, they may be on the road to recovery. Weve told the Pacific bluefin story for more than 20 years, as the first aquarium in North America to have them on exhibit - connecting tens of millions of visitors with these amazing animals. It took years of effort by our research and policy experts, working with allies around the world, before international fisheries bodies agreed in the fall of 2017 to support a science-based recovery plan that will bring these prized fish back to sustainable levels. It was "a historic moment for a remarkable species, which is so important to the ocean ecosystem and to coastal communities around the Pacific Rim," said Margaret Spring, Aquarium chief conservation officer. As a leading voice for science-based ocean conservation, weve long raised concerns when multi-national fisheries authorities ignored warnings about population declines, and failed to adhere to scientific advice about how to manage the recovery of Pacific bluefin tuna. In 2017, we published new research that underscored the need for a different approach, and we advised the United States at international negotiations on its management. We also extended our partnership with fisheries scientists from the National Research Institute of Far Seas Fisheries in Japan, tagging and tracking record numbers of bluefin tuna - nearly 2,000 juvenile and adult fish in 2017. In advance of key management meetings, we mobilized nearly 200 chefs on five continents who urged their governments to adopt a meaningful, science-based recovery plan. We also coordinated with former Secretary of State John Kerry to urge swift international action. Theres more to be done before Pacific bluefin tuna recovery is a success, and were staying engaged. Weve finalized plans for 2018 to tag tunas in all three regions where theyre found: Japan, the United States and Mexico, and New Zealand. We remain active in fisheries management bodies and well continue our work with culinary leaders. |
| Tackling Ocean Plastic Pollution: | Plastic pollution threatens ocean wildlife and ecosystems around the world. Its a priority issue for us. Our unique set of skills - in science, policy, markets, communications and public engagement - brings together all the elements that will move society away from single-use plastic and toward innovative alternatives. We reach millions of visitors through our exhibits and daily programs like the presentation with our Laysan albatross, Makana. We engage teachers and teens at our annual Ocean Plastic Pollution Summit. Were contributing to the science by documenting the impacts of plastic pollution on marine ecosystems, and advancing policy and market-based solutions here in California and across the nation. Working with colleagues at the Monterey Bay Aquarium Research Institute, our science team is learning how ocean animals transport plastic particles through food webs. And were now leading a growing Aquarium Conservation Partnership that uses its collective voice to reach millions and support policies across the United States that reduce the flow of plastic into the ocean, lakes and rivers. In 2017, we launched a national #InOurHands campaign encouraging people to learn more, and to say no to single-use plastic. All 22 member aquariums stopped using disposable plastic straws and shopping bags, and pledged to phase out plastic beverage bottles by late 2020 - modeling business practices that others can follow. At the Aquarium, weve eliminated nearly all single-use plastic from our cafe and restaurant, and work with our gift shop vendors to reduce plastic packaging. Young people - like Aquarium Teen Conservation Leader Shelby ONeil - championed successful efforts to reduce single-use plastic. Shelby has enlisted more than 1,000 businesses, plus individuals and governments, to say no to plastic straws and take a No Straw November pledge. In Carmel, California, fifth grade students persuaded city officials to ban single-use plastic at city restaurants. Carmel joins Seattle, Santa Cruz, Malibu and Santa Cruz County in a growing movement to find ocean-friendly alternatives. |
| Program Service Accomplishment Description | Form 990, Part III, Line 4d Other program services of $18,686,421 represent the costs of activities to provide a high-quality experience for the 1.9 million people who visited the Aquarium in 2017. Included in this category are costs for marketing, guest services and membership services, as well as costs associated with foodservices and retail. Marketing includes costs associated with the creation, production and placement of advertising to build awareness about the opportunity to connect with marine life and ocean conservation through an Aquarium visit. An allocation of marketing costs is included in management and general expenses to represent the costs associated with soliciting admission revenue. Our digital, search-based advertising campaign continued to attract more visitors to the Aquarium and the destination. In 2017, this campaign created 271,000 additional room nights against our 2010 baseline. That translates into $63 million spent on lodging, $30 million on retail and $33 million on food & beverage - a total of $126 million in tourism spending and $12 million in tax revenue (sales tax & TOT). Most of our Hispanic attendance is from California, with the majority of visitors arriving from the San Francisco, Sacramento, Fresno and local tri-county area (Monterey, Santa Cruz and San Benito counties), markets in which we advertise directly in Spanish language media. Hispanic visitors represented 22 percent of total paid Aquarium visitors in 2017. Our active and responsive presence on social media platforms allows visitors to remain connected with us, and us with them, once they leave the Aquarium. We ended 2017 with 3.5 million people around the world following and engaging with us on social media. In 2017 the Aquarium admitted more than 93,000 people in our community free of charge, including audiences visiting through our "Free to Learn," "Shelf to Shore,"Student Ocean Stewards" affordable access programs, and our annual "Community Open House." Membership households totaled 75,000. In addition to the essential processing and customer service functions, membership services hosts several member events each year including a Halloween dance party and holiday wine tasting event. Aquarium members also receive targeted monthly e-newsletters and Shorelines, the Aquariums member magazine, which we offer in print and online versions. Other Membership services include efforts to serve, retain and communicate with members about our conservation mission. The Aquariums overall outreach wouldnt have the impact it does without the dedication of our many volunteers, who do more than make the Aquarium better they make our work possible. For each staff member, we have two volunteers sharing their energy and enthusiasm for the ocean. In 2017, over 1,400 individuals volunteered over 162,000 hours of service in over 83 different work areas, notably in education and animal care. Our volunteer community hails from all over central and northern California - over 100 cities in all - and volunteers range in age from teenagers to folks in their 90s. |
| Family or Business Relationships | Form 990, Part VI, Section A, line 2: Julie Packard, Chris Scholin and Barbara Wright have a business relationship. Julie Packard and Meg Caldwell have a business relationship. Michael Mantell and Mark Wan have a business relationship. |
| Form 990 Review Process | Form 990, Part VI, Section A, line 11A: The Form 990 is prepared by Grant Thornton LLP based on audited financial statements and with the assistance of the Aquarium's finance and accounting staff. The draft of the 990 is reviewed by the Controller, CFO, Secretary and Legal Counsel, and Executive Director with revisions incorporated as needed. Upon acceptance of the final version, the 990 is shared first with the Audit Committee for its review and then distributed to the full board prior to filing. |
| Monitoring and Enforcement of Conflict of Interest Policy | Form 990, Part VI, Section B, Line 12c: The Aquarium regularly and consistently monitors and enforces compliance with its conflict of interest policies. Trustees and officers Conflict of Interest Policy - The Executive Director's office assures that all disclosures forms (and mitigation plans, if applicable) have been received by January 31 of each year from all trustees and officers, prepares a summary of disclosures, and forwards the completed forms and the summary to the Aquarium's Conflicts Review Panel, consisting of the Executive Director, Legal Counsel, Chief Human Resources Officer, the Chief Financial Officer (CFO), Controller and Director of Finance. Trustees and officers also acknowledge receipt and understanding of the Aquariums COI Policy in conjunction with providing the annual disclosures. Following review by the Panel, the Panels findings and the disclosures are provided to the Board's Audit Committee, which reviews the disclosures and makes a report to the Board at its March Board meeting. Both the Panel and the Audit Committee annually evaluate the effectiveness of the process. The CFO and Controller assure appropriate reporting to the external auditors and tax filings preparer. Trustees and officers have a continuing duty to make additional disclosures throughout the year if warranted. Employees Code of Ethical Conduct Policy - The Chief Human Resources Officer forwards the Code, which includes a section on conflicts of interest, to all managers in early January each year, and assures that each manager responds that they have read it and are in compliance by January 31. Managers are also required to disclose any interests which could give rise to conflict, and to assure that any staff in their areas with interests which could give rise to conflict has done the same. Disclosures (and mitigation plans, if applicable) are reviewed by the Executive Director, Chief Human Resources Officer and CFO by March. This team also evaluates the effectiveness of the process. The CFO assures appropriate reporting to the external auditors and tax filings preparer. Employees have a continuing duty to make additional disclosures throughout the year if warranted. |
| Process for Determining Compensation | Form 990, Part VI, Section B, Lines 15: The Board of Trustees maintains a performance evaluation process for the Chief Executive Officer, referred to as the Executive Director, who is a member of the Board. The Boards Executive Compensation Committee, comprised of independent directors, reviews the CEO's performance with input from the other Board members, and recommends the compensation of the CEO to the Board. The Committee obtains and reviews market survey data from several independent organizations (in 2017 this was five national and regional firms, including one custom survey) containing data for comparable positions at comparable organizations. The Committee provides the performance review and comparable salary information to the Board and recommends the CEO's compensation. Based upon the performance review and comparable salary information, the independent members of the Board determine that the compensation is fair, just and reasonable and then approves total compensation for the CEO. The Board delegates to the Executive Compensation Committee the performance review and compensation approval of the Chief Financial Officer, who is not a member of the Board, and any other Officers or senior staff who are highly compensated. Based upon the performance review and comparable salary information, the Committee determines that the compensation is fair, just and reasonable and approves the Executive Director's recommendation of total compensation for the CFO and all other key employees. In each case, the review and approval is contemporaneously documented in the minutes of the Committee and the Board, respectively. |
| Documents Made Available to the Public | Form 990, Part VI, Section C, Line 19: The Aquarium makes its audited financial statements and Form 990 for the most recent three years available to the public by posting on its website. The conflicts of interest policy and governing documents are provided upon request within two business days. |
| Other Changes in Net Assets | Form 990, Part XI, Line 9: Unrealized Gain on Interest in Charitable Remainder Trust: $392,397 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:3767667 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER FEES TOTAL FEES:6290599 |
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