CLEARWATER MARINE AQUARIUM INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CLEARWATER MARINE AQUARIUM INC (EIN 59-2086737)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-04-16
- IRS object ID
- 201841069349301009
- Schema version
- 2016v3.0
- 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 G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-16T17:19:06-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carr Riggs & Ingram LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2111 DREW STREET | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337653215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592086737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clearwater Marine Aquarium Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEA | BusinessNameControlTxt |
| Phone | 7274411790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 Windward Passage | AddressLine1Txt |
| City | Clearwater | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337672244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Yates | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7274411790 | PhoneNum |
| Signature | 2018-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBI ALBERDI | PreparerPersonNm |
| PTIN | P00633271 | PTIN |
| Phone | 7274460504 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.192.135.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-11 | IPDt |
| IP Tm | 11:07:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E1D672BAEFA225C455FCD1614289E660311DE37B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FBB64AC2CB788280CF793B0574224FC2129F1600 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | David Yates | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 Windward Passage | AddressLine1Txt |
| City | Clearwater | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,559,750 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.seewinter.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | We believe in preserving our environment while inspiring the human spirit through leadership in the rescue, rehabilitation, and release of marine life, environmental education, research and conservation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 410 | TotalEmployeeCnt |
| Total Volunteers | 558 | TotalVolunteersCnt |
| Total Gross UBI | -$40,213 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$40,213 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,034,188 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,797,318 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,761,291 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,567,979 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$288,616 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,189,239 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,952,758 | PYOtherRevenueAmt |
| CY Other Revenue | $2,588,508 | CYOtherRevenueAmt |
| PY Total Revenue | $17,459,621 | PYTotalRevenueAmt |
| CY Total Revenue | $21,143,044 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,006,664 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,084,359 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $362,718 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,855,954 | PYOtherExpensesAmt |
| CY Other Expenses | $8,568,316 | CYOtherExpensesAmt |
| PY Total Expenses | $15,870,618 | PYTotalExpensesAmt |
| CY Total Expenses | $15,652,675 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,589,003 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,490,369 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,517,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,234,583 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,973,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,043,952 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,544,044 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,190,631 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | We believe in preserving our environment while inspiring the human spirit through leadership in the rescue, rehabilitation, and release of marine life, environmental education, research and conservation. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,558,004 | ExpenseAmt |
| Revenue | $9,766,432 | RevenueAmt |
| Desc | Education:In FY17, CMA's website www.SeeWinter.com generated 20,175,659 page views of animal and education pages, and our Facebook animal and educational videos generated 17,840,800 views.As part of our nonprofit mission, hundreds of thousands of people visited CMA and were educated about marine life and conservation issues via presentations, videos, lectures and discussions.The Education Department reached approximately 12,261 students who attended CMA's educational programs. These included seasonal camps, group add-on programs, floating classrooms, and sleepover programs. All of CMA's educational programming has a Science, Technology, Engineering, and Math (STEM) focus. Clearwater Marine Aquarium hosted 21,455 guests from school groups, Scout troops, senior centers, camps, home school groups, and education centers at a reduced rate.While on our educational Eco-boat Tours, 50,639 guests were inspired to protect and preserve the marine environment. Monthly free lectures on various sea life and environmental topics continued to be delivered at CMA by speakers from environmental and marine-oriented organizations. CMA partnered with several local schools in the area to offer marine science based afterschool programs.The CMA Education Department worked with at least ten other local and national groups on various projects, hosted campers from the Big Brother - Big Sister organization, and trained interns from 13 colleges. The Education Department last year reached over 200,000 members of the community at festivals, tabling events, community events, and programs. Over the past five years, CMA has gone to over 100 schools as part of the Great American Teach-In, reaching over 5,000 students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,195,413 | ExpenseAmt |
| Revenue | $1,840,868 | RevenueAmt |
| Desc | Animal Care:In 2017, the Marine Mammal department had several noteworthy events. Our resident non-releasable Great white pelican, Ricky, moved into the newly constructed aviary in May. In July, Skylar, a 9-year-old Great white pelican, joined Ricky, and in December, Matthew and Tyndall, age 4, completed our flock of Great white pelicans housed at CMA as these birds were brought to CMA as their facilities could no longer care for them. Walle and Cooper were the subject of a presentation given to our industry peers about the husbandry training work we do with rescued otters. Our rescued non-releasable dolphins, Nicholas, Winter and Hope, continued to meet and inspire our many special guests that visited the aquarium this year. During FY 2017, CMA responded to a total of 2,541 animal emergency calls. CMA's rescue team responded to 14 cetacean events, representing four unique species in the Gulf of Mexico. Of these events, four responses were live animals including CMA-Pe-1708, a juvenile male Melon headed whale stranded on Treasure Island on June 4th, 2017. Additionally, the rescue team assisted the University of Florida in responding to a ten pilot whale mass stranding event in Perry Florida in July 2017. The rescue team has continued supporting manatee rescue operations via collaboration with FWC, aiding in the rescue, transport or relocation, and carcass recovery of over forty manatees. The team also provided short-term, stabilizing care for two river otter kits. The team continues to pursue the aquarium's mission through responding to and assisting in marine mammal stranding response. The sea turtle department was busy in FY2017. Our 10 resident non-releasable sea turtles acclimated to their new homes and new companions. This included the addition of 6 (Harold, Madam, Cupid, Ula, Titus, Stubby) sea turtles to our renovated larger habitat, Mavis's Rescue Hideaway, where these turtles co-exist amongst a naturalistic setting. The rehabilitation efforts continued with a total of 2,147 calls. Of those calls there were a total of 155 sea turtle responses resulting in 80 live intakes. Ultimately, 48 sea turtles successfully underwent rehabilitation and were released back out into their natural habitat as of this writing with more expected soon. All of these are either endangered or critically endangered species.Our CMA nesting team was successful in adding to our fleet of vehicles with 6 brand new ATV's through donation and grant funding! Our team also added labor to support conservation efforts on the beach and in the community. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Inspiration:Through the Dolphin Tale major motion pictures, released in 42 countries, combined with years of media coverage, Winter the dolphin's overcoming story has reached and inspired millions of people all over the world. Wounded soldiers and children battling life-threatening conditions particularly connect with Winter and her tale of triumph, with many contacting and visiting CMA to complete the inspiration. Every year, CMA donates approximately 1,500 general admission tickets to host special needs groups and individual families at the Aquarium. Through our partnerships with nearly 40 different wish-granting organizations, hospitals, and family foundations, CMA has provided and continues to provide life-changing experiences to hundreds of individuals in need of inspiration, and tens of thousands more via the movies, media, books and documentaries. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,753,417 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 410 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Don Dewsnap | PersonNm |
| Phone | 7274411790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 Windward Passage | AddressLine1Txt |
| City | Clearwater | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337672244 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| John Draheim | |||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Paul Auslander | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Linda Griffin-Keliher | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Brent Howie | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Thomas R Orr | |||||||
| Past Chair | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank Chivas | |||||||
| At Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Philip K Beauchamp | |||||||
| At Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rowland Milam | |||||||
| At Large Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Melissa L Seixas | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Donald Mandeville | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| R Nathan Hightower | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Rosemary Windsor | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David Yates | |||||||
| ED/CEO | 40.00 | Yes (X) | $480,378 | $0 | $32,376 | ||
| Frank Dame | |||||||
| EVP/COO | 40.00 | Yes (X) | $348,646 | $0 | $10,183 | ||
| Karen Jubrail | |||||||
| CFO | 40.00 | Yes (X) | $128,833 | $0 | $7,639 | ||
| Michael J Hurst | |||||||
| VP Zoo Operations | 40.00 | $121,232 | $0 | $19,650 | Yes (X) | ||
| Kelly Jordan | |||||||
| CDO | 40.00 | $100,235 | $0 | $7,355 | Yes (X) | ||
| Dawn DeSantis | |||||||
| VP HR | 40.00 | $110,472 | $0 | $6,124 | Yes (X) | ||
| William Potts | |||||||
| CMO | 40.00 | $218,981 | $0 | $11,622 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,508,777 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $94,949 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Creative Contractors Inc | |||||
| 620 Drew St | Clearwater | FL | 33755 | Construction | $4,335,421 |
| Jolley Trolley | |||||
| 410 N Myrtle Ave | Clearwater | FL | 33755 | Transportation | $640,186 |
| Inside Out Group Inc | |||||
| 812 Louden Ave | Dunedin | FL | 34698 | Construction | $591,495 |
| Florida West Coast Cruises | |||||
| 25 Causeway Blvd | Clearwater | FL | 33767 | Boat Services | $442,129 |
| 1600 Amphitheatre Pkwy | Mountain View | CA | 94043 | Advertising | $191,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $335,263 | MembershipDuesAmt |
| Fundraising | $100,000 | FundraisingAmt |
| Government Grants | $3,103,556 | GovernmentGrantsAmt |
| All Other Contributions | $1,258,499 | AllOtherContributionsAmt |
| Noncash Contributions | $323,700 | NoncashContributionsAmt |
| Total Contributions | $4,797,318 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Guest Admissions | 713110 | $8,371,249 | $8,371,249 |
| Marine Life Income | 711300 | $1,840,868 | $1,840,868 |
| Education Income | 611600 | $1,355,862 | $1,355,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,567,979 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,848 | TotalRevenueColumnAmt |
| Exclusion | $144,848 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,044,391 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,044,391 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,044,391 | TotalRevenueColumnAmt |
| Exclusion | $2,044,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $308,218 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $136,248 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,970 | TotalRevenueColumnAmt |
| Exclusion | $171,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,697,888 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,280,458 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,417,430 | TotalRevenueColumnAmt |
| Exclusion | $2,417,430 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Other Program Income | 900099 | $39,321 | $39,321 | |
| Food Service Shop Income | 713990 | -$40,213 | -$40,213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$892 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,143,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,607,300 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$40,213 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,778,639 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,359,318 | TotalAmt |
| Program Services | $592,663 | ProgramServicesAmt |
| Management And General | $766,655 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,598,010 | TotalAmt |
| Program Services | $4,094,270 | ProgramServicesAmt |
| Management And General | $224,960 | ManagementAndGeneralAmt |
| Fundraising | $278,780 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,680 | TotalAmt |
| Program Services | $99,552 | ProgramServicesAmt |
| Management And General | $45,732 | ManagementAndGeneralAmt |
| Fundraising | $15,396 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,312 | TotalAmt |
| Program Services | $486,374 | ProgramServicesAmt |
| Management And General | $19,752 | ManagementAndGeneralAmt |
| Fundraising | $18,186 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,039 | TotalAmt |
| Program Services | $360,688 | ProgramServicesAmt |
| Management And General | $59,110 | ManagementAndGeneralAmt |
| Fundraising | $22,241 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,339 | TotalAmt |
| Program Services | $7,234 | ProgramServicesAmt |
| Management And General | $97,292 | ManagementAndGeneralAmt |
| Fundraising | $21,813 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,296 | TotalAmt |
| Management And General | $44,296 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,270 | TotalAmt |
| Program Services | $41,270 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,066 | TotalAmt |
| Program Services | $301,045 | ProgramServicesAmt |
| Management And General | $97,021 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,824 | TotalAmt |
| Program Services | $1,487,824 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,778 | TotalAmt |
| Program Services | $31,969 | ProgramServicesAmt |
| Management And General | $42,411 | ManagementAndGeneralAmt |
| Fundraising | $2,398 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,794 | TotalAmt |
| Program Services | $201,929 | ProgramServicesAmt |
| Management And General | $71,587 | ManagementAndGeneralAmt |
| Fundraising | $278 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,714 | TotalAmt |
| Program Services | $495,714 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,916 | TotalAmt |
| Program Services | $883,631 | ProgramServicesAmt |
| Management And General | $28,295 | ManagementAndGeneralAmt |
| Fundraising | $1,990 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,124 | TotalAmt |
| Program Services | $98,091 | ProgramServicesAmt |
| Management And General | $5,300 | ManagementAndGeneralAmt |
| Fundraising | $733 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,159 | TotalAmt |
| Program Services | $20,446 | ProgramServicesAmt |
| Management And General | $66 | ManagementAndGeneralAmt |
| Fundraising | $647 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,780,173 | TotalAmt |
| Program Services | $1,751,765 | ProgramServicesAmt |
| Management And General | $28,408 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,894 | TotalAmt |
| Program Services | $188,983 | ProgramServicesAmt |
| Management And General | $5,655 | ManagementAndGeneralAmt |
| Fundraising | $256 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| WDTA Expenses | $937,302 | $937,302 |
| Animal care Expenses | $708,234 | $708,234 |
| Guest/Membership Servic | $554,821 | $554,821 |
| Osceola Developement | $151,301 | $151,301 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,311 | TotalAmt |
| Program Services | $258,311 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,652,675 | TotalAmt |
| Program Services | $13,753,417 | ProgramServicesAmt |
| Management And General | $1,536,540 | ManagementAndGeneralAmt |
| Fundraising | $362,718 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,324 | BOYAmt |
| EOY | $19,526 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,164,670 | BOYAmt |
| EOY | $12,645,261 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,382 | BOYAmt |
| EOY | $257,005 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,394 | BOYAmt |
| EOY | $84,973 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,108,713 | BOYAmt |
| EOY | $1,125,081 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,346 | BOYAmt |
| EOY | $95,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,928,077 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,323,713 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,686,626 | BOYAmt |
| EOY | $30,604,364 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,858,767 | BOYAmt |
| EOY | $6,403,279 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,517,222 | BOYAmt |
| EOY | $51,234,583 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,709 | BOYAmt |
| EOY | $1,543,698 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,319 | BOYAmt |
| EOY | $124,750 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,103,150 | BOYAmt |
| EOY | $13,375,504 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,973,178 | BOYAmt |
| EOY | $15,043,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,883,966 | BOYAmt |
| EOY | $33,298,594 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,420 | BOYAmt |
| EOY | $959,379 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,932,658 | BOYAmt |
| EOY | $1,932,658 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,544,044 | BOYAmt |
| EOY | $36,190,631 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,517,222 | BOYAmt |
| EOY | $51,234,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,490,369 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $164,844 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,626 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,183,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $874,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,897,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,034,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,797,318 | CurrentTaxYearAmt |
| Total | $10,787,028 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,334,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,698,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,550,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,031,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,265,867 | CurrentTaxYearAmt |
| Total | $82,879,707 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,517,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,572,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,447,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,065,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,063,185 | CurrentTaxYearAmt |
| Total | $93,666,735 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $93,666,735 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $204,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $269,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $216,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $304,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,848 | CurrentTaxYearAmt |
| Total | $1,140,213 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $204,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $269,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $216,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $304,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,848 | CurrentTaxYearAmt |
| Total | $1,140,213 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $39,321 | CurrentTaxYearAmt |
| Total | $57,542 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,740,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,842,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,664,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,369,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,247,354 | CurrentTaxYearAmt |
| Total | $94,864,490 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98520 | PublicSupportPY509Pct |
| Investment Income CY | 0.01200 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01420 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $36,270 | PoliticalExpendituresAmt |
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $36,270 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $36,270 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I-A, Line 1: | Government relations efforts at the State of Florida, Pinellas County and City of Clearwater levels related to tourism and economic impact. Effective representation at the State of Florida, Pinellas County and City of Clearwater levels in support of projects that support Clearwater Marine Aquarium's mission. |
| Part II-B, Line 1: | Government relations efforts at the State of Florida level related to tourism and economic impact. Effective Representation at the State of Florida level in support of projects that support Clearwater Marine Aquarium's mission. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,523,524 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $164,844 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,688,368 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,395,203 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $128,321 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,523,524 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,615,251 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$220,048 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,395,203 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,535,469 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $79,782 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,615,251 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,438,506 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $96,963 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,535,469 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.66800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,404,272 | OtherCostOrOtherBasisAmt |
| Book Value | $5,404,272 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,649,574 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,599,314 | DepreciationAmt |
| Book Value | $19,050,260 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,543,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,724,399 | DepreciationAmt |
| Book Value | $3,819,520 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,330,312 | OtherCostOrOtherBasisAmt |
| Book Value | $2,330,312 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,604,364 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cash Surrender Value Of Life Insurance | $42,989 |
| Externally Controlled Endowments | $2,688,369 |
| Film Costs | $3,570,956 |
| Other Assets | $100,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,403,279 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,391,316 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $164,845 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $342,336 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $749,139 | OtherRevenueAmt |
| Revenue Not Reported | $1,256,320 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,134,996 | RevenueSubtotalAmt |
| Other Revenues Not Included | $8,048 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,048 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,143,044 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,744,729 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $342,336 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $757,765 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,100,101 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,644,628 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $8,047 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,047 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,652,675 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Aquarium's endowments consist of two externally managed funds established for a variety of purposes. The endowments are both donor-restricted endowment funds. The funds are held by a third-party trustee and therefore the Aquarium has no direct influence over the investment policy of either fund. The Aquarium classifies as permanently restricted net assets the original value of the gifts donated to the permanent endowments. As required by GAAP, net assets associated with endowment funds are classified and reported based on the existence or absence of donor-imposed restrictions. The Aquarium's policy is to appropriate interest and dividends received from these endowments for operations. Therefore, interest and dividends is reported as unrestricted on the Statements of Activities. The Board of Directors of the Aquarium has interpreted the Florida Uniform Prudent Management of Institutional Funds Act ("FUPMIFA") as requiring the preservation of the fair value of the original gift as of the gift date of the donor-restricted endowment funds absent explicit donor stipulations to the contrary. As a result of this interpretation, the Aquarium classifies as permanently restricted net assets (a) the original value of gifts donated to the permanent endowment, (b) the original value of subsequent gifts to the permanent endowment and (c) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. All permanently restricted net assets consist of perpetual trusts held by third parties. For all endowment funds, the donor's have stipulated that additional accumulation of funds above and beyond the permanent endowment are unrestricted as to purpose, however the Aquarium reports the accumulation of funds as temporarily restricted net assets until the funds are distributed by the trustees to the Aquarium and appropriated by the Board of Directors. |
| Part X, Line 2: | In accordance with ASC 740, Income Taxes, an entity's income tax returns are subject to examination by the applicable taxing authorities. The time period during which a return may be selected by a taxing authority for examination generally ends at the later of three years after the initial due date of the return or three years after the return is filed. |
| Part XI, Line 2d - Other Adjustments: | Allocated UBIT Expenses 749,139. |
| Part XI, Line 4b - Other Adjustments: | Other Income 8,048. |
| Part XII, Line 2d - Other Adjustments: | Allocated UBIT Expenses 749,139. Officer's Life Insurance 8,626. |
| Part XII, Line 4b - Other Adjustments: | Reclass Other Income 8,047. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Winter on the Beach | Event1Nm |
| Gross Receipts Event1 | $393,347 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $293,347 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $31,279 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $45,970 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,491 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $45,241 | OtherDirectExpensesEvent1Amt |
| Event2 | Designer Bag Bingo | Event2Nm |
| Gross Receipts Event2 | $10,503 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $10,503 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $950 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $620 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $403,850 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $303,850 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $31,279 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $46,920 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,491 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,861 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $130,551 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $173,299 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Yates | ||||||||||||||
| ED/CEO | $190,945 | $0 | $238,143 | $0 | $51,290 | $0 | $17,024 | $0 | $15,352 | $0 | $512,754 | $0 | $0 | $0 |
| Frank Dame | ||||||||||||||
| EVP/COO | $174,385 | $0 | $142,051 | $0 | $32,210 | $0 | $8,751 | $0 | $1,432 | $0 | $358,829 | $0 | $0 | $0 |
| William Potts | ||||||||||||||
| CMO | $166,971 | $0 | $51,150 | $0 | $860 | $0 | $0 | $0 | $11,622 | $0 | $230,603 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | There was a gross-up payment for CEO David Yates' share of premium on a Section 162 split plan life insurance policy and a gross-up payment on CEO David Yates' premium on a separate company-paid life insurance policy. There was also a gross-up payment for COO Frank Dame's premium on a company-paid life insurance policy. |
| Part I, Line 3 | The Compensation Committee evaluates compensation ranges both base salary and potential bonus for newly created positions of CMA Staff and periodically reviews compensation ranges of all CMA senior staff positions to ensure competitve and fair compensation levels with those of similar organizations and responsibilities. |
| Part I, Line 4b | David Yates and Frank Dame are eligible to defer the receipt of compensation into a nonqualified 457B Plan. The aquarium implemented an unfunded executive deferred compensation plan subject to Section 457 (F) of the Internal Revenue Code in 2015. The aquarium distributed $50,000 to David Yates and $30,000 to Frank Dame in 2016. |
| Part I, Line 5 | The CEO and COO compensation reflects total revenue achieved, net ordinary income of the organization, as well as other strategic goals designed by the Executive Committee. |
| Part I, Line 6 | The CEO and COO compensation reflects total revenue achieved, net ordinary income of the organization, as well as other strategic goals designed by the Executive Committee. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pinellas County Industrial Development Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 596000800 | BondIssuerEIN |
| Bond Issued | 2010-12-29 | BondIssuedDt |
| Issue Price | $8,600,000 | IssuePriceAmt |
| Purpose | See schedule O | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,664,835 | RetiredAmt |
| Total Proceeds | $8,600,000 | TotalProceedsAmt |
| Capitalized Interest | $144,424 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $149,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $6,238,332 | CapitalExpendituresAmt |
| Other Spent Proceeds | $2,361,668 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rosemary Windsor | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Board Member | RelationshipDescriptionTxt |
| Transaction | $385,806 | TransactionAmt |
| Transaction | The Aquarium purchased transportation services for the benefit of its guests. The ExecutiveDirector of the Company is also a member of the Aquarium's Board of Directors. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV of Items Donated | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV of Items Donated | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Winter's Tail | 1 | $207,000 | FMV of Items Donated |
| Yes (X) | Other Noncash items | 2 | $60,000 | FMV of Items Donated |
| Yes (X) | Paving | 1 | $7,000 | FMV of Items Donated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | CMA engaged the services of Action Donation Services(ADS) to solicit, process and sell contributions of vehicles and boats for the benefit of CMA. ADS retains 50% of net proceeds after expenses, and handles all paperwork including issuing tax documents to donors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The organization will submit a draft of the 990 to the Board of Directors for review and discussion prior to filing. |
| Form 990, Part VI, Section B, line 12c | Any Board Member that has a potential conflict of interest, as defined in our Conflict of Interest statement, must bring it to the Board of Directors for review. The Board subsequently makes a determination on the issue. The conflict must be raised prior to any director voting on an issue for which they have a potential conflict. |
| Form 990, Part VI, Section B, line 15 | The membership of the Compensation Committee is the Executive Committee of the Board of Directors per the organization's by-laws. The Compensation Committee is charged with establishing criteria and objectives for CEO performance and annually evaluating and determining achievement of performance of the CEO and levels of incentive payouts for both qualitative and quantitative objectives. |
| Form 990, Part VI, Section C, line 19 | The Organization's audited financial statements are posted on its website and copies are provided upon written request. The internal policies are not open to the public. |
| Form 990, Part XI, line 9: | Insurance - Life -8,626. |