2017-05-12T20:15:07-05:00 2016-06-30 PRICEWATERHOUSECOOPERS LLP THREE EMBARCADERO CENTER SAN FRANCISCO CA 94111 990 2015-07-01 941156258 CALIFORNIA ACADEMY OF SCIENCES % MIKE MCGEE CALI 4153795141 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 MIKE MCGEE CFO 4153795267 2017-05-12 true MATTHEW PETROSKI P00853132 4154985000 2015 2021-01-29 14:40:06Z JONATHAN FOLEY 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 930156457 false X WWW.CALACADEMY.ORG X 1904 CA TO EXPLORE, EXPLAIN, AND SUSTAIN LIFE USING THE RESOURCES OF OUR AQUARIUM, PLANETARIUM, NATURAL HISTORY MUSEUM, AND RAINFOREST TO SHARE SCIENTIFIC KNOWLEDGE WITH THE PUBLIC. 41 41 808 893 -14402 -23147 28493004 46321748 22951046 24207653 43623144 11797025 472801 681539 95539995 83007965 205071 243682 0 0 44586375 42452927 0 0 3155803 44501405 41228055 89292851 83924664 6247144 -916699 832918117 844166045 308259261 336166017 524658856 508000028 X SEE SCHEDULE O false false 11856680 16979549 PUBLIC ENGAGEMENT - SEE SCHEDULE O 16720484 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THAN FOR SALE - ARE NOT RECOGNIZED OR CAPITALIZED. SUCH ITEMS WHICH HAVE BEEN ACQUIRED THROUGH PURCHASE HAVE SIMILARLY NOT BEEN CAPITALIZED. PART III, LINE 4 WITH OVER 46 MILLION PLANT AND ANIMAL SPECIMENS, THE ACADEMY HOUSES ONE OF THE WORLD'S LARGEST RESEARCH COLLECTIONS, PROVIDING A TANGIBLE RECORD OF LIFE ON EARTH. AS TECHNOLOGY IMPROVES OUR ABILITY TO EXTRACT INFORMATION FROM THESE SPECIMENS, THEIR STUDY IS INCREASINGLY VALUABLE IN UNDERSTANDING THE ORIGINS, EVOLUTION AND CONSERVATION OF BIODIVERSITY. PART V, LINE 4 THE INTENDED USES OF THE ACADEMY'S ENDOWMENT FUNDS ARE A BALANCE BETWEEN PROVIDING CURRENT PURPOSE-RESTRICTED PROGRAM FUNDING, CURRENT OPERATING FUNDING, AND PRESERVATION OF THE ENDOWMENT TO ENSURE THE AVAILABILITY OF FUNDS FOR FUTURE OPERATIONS OF THE ACADEMY. PART XI, LINE 4B SPECIAL EVENT EXPENSES (694,308) ---------- TOTAL LINE 4B (694,308) PART XII, LINE 2D SPECIAL EVENT EXPENSES 694,308 ---------- TOTAL LINE 4B 694,308 true Central America and the Caribbean Program Services EXAMINE SPECIMENS 4544 Central America and the Caribbean Program Services MEETINGS 3294 East Asia and the Pacific Program Services EXAMINE SPECIMENS 3989 East Asia and the Pacific Program Services MEETINGS 22162 East Asia and the Pacific Program Services SPECIMEN EXPEDITION 118295 Europe (Including Iceland and Greenland) Program Services EXAMINE SPECIMENS 249 Europe (Including Iceland and Greenland) Program Services MEETINGS 11176 Europe (Including Iceland and Greenland) Program Services SPECIMEN EXPEDITON 439 Middle East and North Africa Program Services EXAMINE SPECIMENS 3209 North America Program Services MEETING 28544 South America Program Services EXAMINE SPECIMENS 8680 South America Program Services MEETING 810 South Asia Program Services EXAMINE SPECIMENS 88 South Asia Program Services MEETING 4382 Sub-Saharan Africa Program Services EXAMINE SPECIMENS 121717 Sub-Saharan Africa Program Services MEETING 2881 Sub-Saharan Africa 1 Program Services SPECIMEN EXPEDITION 4744 1 1 339203 339203 true false true true false false PART I, LINE 2 GRANT FUNDS ALLOW STUDENTS TO TAKE UNIVERSITY COURSES SPECIFICALLY DESIGNED TO TRAIN THEM IN SPECIMEN SORTING, PREPARATION AND IDENTIFICATION. THEY PARTICIPATE, UNDER SUPERVISION, IN THE ACADEMY'S LAB ACTIVITIES. PART I, LINE 3 FOR MORE THAN 160 YEARS, THE ACADEMY HAS TRAVELED THE GLOBE, COLLECTING ALL MANNER OF ROCKS AND ORGANISMS THAT CONTINUALLY TEACH US ABOUT WHERE WE'VE COME FROM AND WHERE WE ARE GOING. DIGGING, DIVING, AND DISCOVERING, ACADEMY SCIENTISTS HAVE LED EXPEDITIONS TO DOCUMENT THE PLANET'S DIVERSE FLORA AND FAUNA. THE MADAGASCAR BIODIVERSITY CENTER (MBC) IS A MALAGASY NGO FUNDED AND MANAGED BY THE CALIFORNIA ACADEMY OF SCIENCES. THE CENTRAL MISSION OF MBC IS TO IMPROVE AND ACCELERATE INDIVIDUAL AND INSTITUTIONAL CAPACITY IN BIODIVERSITY RESEARCH IN MADAGASCAR. THE CENTER INCLUDES TRAINING FACILITIES FOR MALAGASY STUDENTS AND PROVIDES AN ENVIRONMENT WHERE MALAGASY SCIENTISTS CAN PARTICIPATE IN CONSERVATION DECISION-MAKING. MBC HAS ESTABLISHED COLLABORATIONS WITH PARC BOTANIQUE ET ZOOLOGIQUE DE TSIMBAZAZA, ASSOCIATION NATIONALE POUR LA GESTION DES AIRES PROTEGEES, AND INTERNATIONAL CONSERVATION AGENCIES IN MADAGASCAR TO ENSURE THAT OUR RESULTS WILL BE CONSIDERED AS THEY DESIGN PRIORITY AREAS, MODEL CLIMATE CHANGE, OR MANAGE LOCAL PARKS. HALLOWEEN EVENT 239610 155730 83880 2100 59265 5675 14616 DINNER & DANCE 2273821 2141041 132780 155027 213745 40167 203713 0 2513431 2296771 216660 157127 273010 45842 218329 694308 -477648 true ASSISTANCE TO STUDENTS FOR STUDY AND RESEARCH 207 243682 PART I, LINE 2 PARTICIPANTS WORK CLOSELY WITH THEIR DEPARTMENTAL ADVISOR, WHO IS REQUIRED TO SUBMIT REPORTS DESCRIBING PROJECT OUTCOMES THROUGHOUT THE TERM OF THE SCHOLARSHIP OR ASSISTANCE. X X true true X X X X X true false false false false false false false false ALISON BROWN CHIEF OF STAFF & FINANCIAL OPS 265251 0 0 0 42000 0 13250 0 32378 0 352879 0 0 0 JONATHAN FOLEY EXECUTIVE DIRECTOR 341214 0 0 0 36000 0 6577 0 185980 0 569771 0 0 0 TERRENCE GOSLINER SENIOR CURATOR 151882 0 0 0 17018 0 8801 0 21284 0 198985 0 0 0 ELIZABETH BABCOCK CHIEF PUBLIC ENGAGEMENT OFF 261748 0 0 0 18000 0 12000 0 23979 0 315727 0 0 0 MELISSA FELDER CHIEF MARKETING OFFICER 275123 0 0 0 13250 0 13250 0 13081 0 314704 0 0 0 JANET HARRIS CHIEF DEVELOPMENT OFFICER 277705 0 0 0 24000 0 13250 0 15861 0 330816 0 0 0 IKE KWON COO (AS OF 5/9/15) 213797 0 0 0 12306 0 11806 0 21928 0 259837 0 0 0 MARGARET LOWMAN CHIEF OF SCI & SUSTAINABILTY 275570 0 0 0 24000 0 13250 0 15860 0 328680 0 0 0 ZERAY ALEMSEGED CO-CHAIR BIODIVERSITY SCIENCE 187282 0 0 0 18000 0 9969 0 21090 0 236341 0 0 0 KIM LE DIRECTOR OF TECHNOLOGIES & BLD 205514 0 0 0 18000 0 11374 0 10672 0 245560 0 0 0 JOHN MCCOSKER FORMER SENIOR CURATOR 187428 0 0 0 0 0 0 0 0 0 187428 0 0 0 LUIZ ROCHA CO-CHAIR BIODIVERSITY SCIENCE 178477 0 0 0 0 0 0 0 30190 0 208667 0 0 0 RYAN WYATT SENIOR DIRECTOR MORRISON PLANE 177187 0 0 0 9476 0 9476 0 11636 0 207775 0 0 0 SCOTT MORAN DIRECTOR OF EXHIBITS 179109 0 0 0 19927 0 4686 0 10556 0 214278 0 0 0 PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, THE EXECUTIVE DIRECTOR IS REQUIRED TO RESIDE ON ACADEMY PROPERTY IN ORDER TO BE AVAILABLE FOR AFTERHOURS EMERGENCIES AND/OR BUSINESS MEETINGS; TO HOST PUBLIC RELATIONS EVENTS, AND TO ENTERTAIN POTENTIAL DONORS. PER INTERNAL REVENUE CODE SECTION 119, THE VALUE OF THIS HOUSING AND ASSOCIATED PERSONAL SERVICES ARE NOT TREATED AS TAXABLE COMPENSATION TO THE EXECUTIVE DIRECTOR. PART I, LINE 4A THE FOLLOWING INDIVIDUALS PARTICIPATED IN CALIFORNIA ACADEMY OF SCIENCES 2014 ENHANCED VOLUNTARY RETIREMENT PROGRAM ("2014 EVRP") WHICH INCLUDED THE RECEIPT OF SEVERANCE PAYMENTS IN EXCHANGE FOR VOLUNTARY RESIGNATION FROM THE ACADEMY: JOHN MCCOSKER $187,428 PART I, LINE 5A CERTAIN STAFF MEMBERS OF THE BUSINESS DEVELOPMENT TEAM HAVE WAGE INCENTIVES THAT ARE TIED TO THE FINANCIAL PERFORMANCES OF SPECIFIC LINES OF BUSINESS WITHIN THE ACADEMY. A CA INFRASTRUCTURE & ECON DEVELOPMENT BANK 630304653 13033WP98 2008-07-29 281450000 SEE PART VI false false false A 0 0 281450000 0 0 180420000 3350444 0 0 97679556 0 0 2008 false true true true A false false false false 0 false false false true A false false false true true false 0 false 0 false false A true DESCRIPTION OF PURPOSE THE FOLLOWING CUSIP NUMBERS RELATE TO A SINGLE BOND ISSUE ON JULY 29, 2008; 13033WP98, 13033WQ30, 13033WQ55, 13033WQ71, 13033WQ97, AND 13033WR39. THE BOND WAS ISSUED TO PROVIDE FUNDING FOR THE FOLLOWING PURPOSES: (1) TO REFUND, IN FULL, BONDS PREVIOUSLY ISSUED IN MARCH 2003 AND FEBRUARY 2005; (2) TO CONSTRUCT AND IMPROVE MUSEUM RESEARCH AND EDUCATION FACILITIES. PART IV, LINE 2C DATE OF LAST REBATE COMPUTATION - AUGUST 17, 2016 X 1 7300 MARKET VALUE X 500 MARKET VALUE X 43 4052417 FMV X 16 58077 MARKET VALUE X 4 SEE PART II X ADVERTISING 5 185835 FMV X COMPUTER HARDWARE 1 512 FMV X MATERIALS/SUPPLIES 1 110 FMV 2 false true false PART I, COLUMN B THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF ITEMS CONTRIBUTED AND NOT NECESSARILY THE TOTAL NUMBER OF CONTRIBUTIONS CONTRIBUTED. PART I, LINE 23 THE ORGANIZATION RECEIVED NONCASH CONTRIBUTIONS OF SCIENTIFIC SPECIMENS. AS ALLOWED UNDER SFAS 116, NO VALUE FOR THESE ITEMS WAS INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, BECAUSE THE ORGANIZATION DID NOT CAPITALIZE ITS COLLECTIONS. FORM 990, PART III, LINE 1 THE CALIFORNIA ACADEMY OF SCIENCES IS DEDICATED TO EXPLORING AND EXPLAINING THE NATURAL WORLD AND ADDRESSING THE CHALLENGE OF SUSTAINABILITY THROUGH ITS SCIENTIFIC RESEARCH AND EDUCATION INITIATIVES. THROUGH EXPEDITIONS AROUND THE GLOBE AND INVESTIGATIONS IN THE LAB, ACADEMY SCIENTISTS STRIVE TO UNDERSTAND THE EVOLUTION AND INTERCONNECTEDNESS OF LIFE AND GUIDE CRITICAL CONSERVATION DECISIONS. THROUGH EXHIBITIONS, EDUCATIONAL PROGRAMS AND PARTNERSHIPS THAT ADDRESS THESE SAME TOPICS-ON-SITE, IN THE COMMUNITY, IN BIODIVERSITY HOTSPOTS AROUND THE WORLD, AND ONLINE-THE ACADEMY AIMS TO IGNITE CURIOSITY ABOUT THE NATURAL WORLD, INSPIRE AND MENTOR THE NEXT GENERATION OF SCIENTISTS AND EDUCATORS, CULTIVATE A MORE SCIENTIFICALLY LITERATE PUBLIC, AND KINDLE A COMMITMENT TO RESPONSIBLE STEWARDSHIP OF OUR PLANET. FORM 990, PART III, LINE 4A PUBLIC ENGAGEMENT EXHIBITS, PLANETARIUM AND AQUARIUM: EXHIBITS AND PUBLIC PROGRAMS PLAY AN INTEGRAL ROLE IN ENGAGING OUR VISITORS WITH SCIENCE CONCEPTS. THE NEW EXHIBITS FOR THIS YEAR WERE: -COLOR OF LIFE: A MAJOR NEW EXHIBITION ON BIODIVERSITY, EXPLAINING HOW COLOR IS USED BY NATURE TO COMMUNICATE AMONG AND BETWEEN SPECIES. THE EXHIBITION INCLUDES 7 LIVE ANIMAL SPECIES, 3 LIVE PLANT DISPLAYS, 17 INTERACTIVE AND MULTIMEDIA EXPERIENCES AND MORE THAN 200 RESEARCH SPECIMENS AND OBJECTS. AS PART OF REMEDIATION WORK AFTER OPENING, THE GOULDIAN FINCH AVIARY WAS MODIFIED IN JANUARY 2016 TO SOLVE SOME WATER INTRUSION ISSUES. -PIAZZA AMBIENCE: SEASONAL CHANGES THROUGHOUT THE YEAR IN ASSOCIATION WITH THE LIVING WALL, POTTED PLANTS AND LIVE TREES IN THE PIAZZA. -BIG PICTURE 2015: SECOND ANNUAL DISPLAY OF AWARD WINNING IMAGES FROM OUR NATURAL WORLD PHOTOGRAPHY COMPETITION. -WITNESS IMAGES: SELECTED IMAGES FROM "WITNESS: ENDANGERED SPECIES OF NORTH AMERICA" INSTALLED ON THE L3 BALCONY TO REPLACE WARHOL "ENDANGERED SPECIES" IMAGES THAT WERE MOVED TO L1 -WARHOL IMAGES: RELOCATION OF ANDY WARHOL "ENDANGERED SPECIES" IMAGES FROM L3 BALCONY TO L1 ADJACENT TO COLOR OF LIFE. -'TIS THE SEASON FOR SCIENCE - ROAMING WITH REINDEER: AN ANNUAL EXHIBIT FOR THE HOLIDAYS FEATURING LIVE REINDEER, INDOOR SNOW FLURRIES, THE INFLATABLE SNOWMAN THEATER WITH A SHOW ABOUT SNOW AND VARIOUS INTERACTIVE EXHIBITS ABOUT REINDEER DIET AND ANATOMY. -PLANETARIUM TICKET DISTRIBUTION KIOSK: A NEW LOCATION FOR DISTRIBUTION OF PLANETARIUM PASSES. THE PROJECT INCLUDED A LARGE CABINET WITH DIGITAL DISPLAYS FOR SHOW PREVIEWS AND LISTINGS OF AVAILABLE SHOW TIMES AS WELL A DISPLAY FOR THE MOON ROCK AND A VIDEO OF SATELLITE IMAGERY OF EARTH FROM SPACE. ALSO INCLUDED IN THE PROJECT WAS A MATCHING STAFF CART FOR A COMPUTER AND TICKET PRINTER AS WELL AS A PLINTH FOR THE PLANETARIUM QUEUE ENTRY. -3D EARTH: RAINFORESTS: AN IN-HOUSE DEVELOPED 3D SHOW, FEATURING ACADEMY RESEARCH AND SUSTAINABILITY MESSAGING ABOUT THE AMAZON RAINFOREST. THE 20-MINUTE SHOW, RAN SEVERAL TIMES A DAY AND INCLUDED A PORTION OF THE SHOW WHERE A LIVE FACILITATOR TOURED THE AUDIENCE THROUGH SATELLITE IMAGERY AND DATA VISUALIZATIONS OF THE AMAZON RAINFOREST. -THE WEEKLY NIGHTLIFE PROGRAM TARGETED AT YOUNG ADULTS 21+ COVERS A WIDE VARIETY OF SCIENCE TOPICS, INCLUDING EMERGING TECHNOLOGY, SCIENTIFIC EXPLORATION, THE SCIENCE OF FOOD, SLEEP, ATTRACTION, AND MORE. EACH EVENT FEATURES LIVE MUSIC. 116,053 ATTENDED. -OUR INTERNATIONAL PHOTOGRAPHY COMPETITION (BIGPICTURE) CONTINUED WITH AN ANNUAL EXHIBIT THAT RECOGNIZED THE WINNERS. -THE ACADEMYS PRIMARY WEBSITE HAD OVER 3.9 MILLION SESSIONS. -THE ACADEMYS FACEBOOK PAGES (ACADEMY, NIGHTLIFE, STEINHART AQUARIUM, SCIENTIFIC DIVING, AND RESEARCH) HAD OVER 668,000 CUMULATIVE FANS. -THE NUMBER OF ACADEMY FOLLOWERS ON TWITTER WERE OVER 160,000. -THERE WERE OVER 3,650,000 VIDEO VIEWS ON YOUTUBE; NEARLY 20,000 CUMULATIVE CHANNEL SUBSCRIBERS. -INSTAGRAM ACCOUNT ENDED THE FISCAL YEAR WITH 35,000 CUMULATIVE FOLLOWERS. -PINTEREST ACCOUNT ENDED THE FISCAL YEAR WITH OVER 12,000 CUMULATIVE FOLLOWERS. -THE ACADEMYS MOBILE APPLICATIONS (ACADEMY INSIDER, POCKET PENGUINS, SCIENCE TODAY) HAD NEARLY 80,000 MOBILE APP DOWNLOADS. FORM 990, PART III, LINE 4A (CONT.) MORRISON PLANETARIUM CONTINUES TO PROVIDE A VISIONARY PERSPECTIVE ON THE NATURE OF LIFE ON EARTH AND THE ORIGINS OF THE UNIVERSE. THE ACADEMYS VISUALIZATION STUDIO IS AN AWARD-WINNING PRODUCER OF FULL-DOME DIGITAL PROGRAMS LICENSED AND SHOWN WORLDWIDE. -INCOMING! OPENED IN MARCH 2016. NARRATED BY GEORGE TAKEI, THE ACADEMYS LATEST IN-HOUSE PLANETARIUM PRODUCTION ALLOWS VIEWERS TO DISCOVER HOW ASTEROIDS AND COMETS HAVE COLLIDED WITH OUR PLANET THROUGHOUT HISTORY, CHANGING THE COURSE OF LIFE ON EARTH AND SHAPING THE WORLD WE KNOW TODAY. -IN HABITAT EARTH, VIEWERS CAN DISCOVER WHAT IT MEANS TO LIVE IN TODAYS INCREASINGLY COMPLEX ENVIRONMENT. THROUGH STUNNING VISUALIZATIONS, AUDIENCES WILL DIVE BENEATH THE OCEANS SURFACE TO WITNESS THE DYNAMIC ECOLOGICAL RELATIONSHIPS WITHIN KELP FORESTS, BURROW BENEATH THE FOREST FLOOR TO SEE HOW SOME OF EARTHS TALLEST TREES DEPEND ON TINY FUNGI TO SURVIVE, AND JOURNEY TO NEW HEIGHTS TO WITNESS THE INTRICATE INTERSECTION BETWEEN HUMAN AND ECOLOGICAL NETWORKS. -THE ACADEMY-PRODUCED SHOWS CONTINUED FRAGILE PLANET, LIFE: A COSMIC STORY AND EARTHQUAKE: EVIDENCE OF A RESTLESS PLANET -516,443 ATTENDED PLANETARIUM SHOWS, INCLUDING SCHOOL SHOWS AND NIGHTLIFE SHOWS. -PLANETARIUM ATTENDANCE FOR JULY 1, 2015 JUNE 30, 2016: -PLANETARIUM PUBLIC SHOWS: 457,795 -MEMBERS SHOWS: 4708 -SCHOOL SHOWS: 20,130 -NIGHTLIFE SHOWS: 33,810 -IN ADDITION TO THE PLANETARIUM SHOWS, THE VISUALIZATION STUDIO PRODUCED INDIVIDUAL VIDEOS FOR DISPLAY ONLINE, PRIMARILY AS PART OF THE SCIENCE TODAY PROGRAM. ADDITIONALLY, SCIENCE TODAY ARTICLES WERE PUBLISHED TO THE ACADEMY WEBSITE AND HAD 229,375 PAGEVIEWS, 602,646 YOUTUBE VIEWS, AND THE MOBILE APP HAD 676,141 EVENTS. IN COLLABORATION WITH OUR SCIENTISTS, THE VISUALIZATION STUDIO PRODUCED ORIGINAL EARTH UPDATE PROGRAMS AT NIGHTLIFE. STEINHART AQUARIUM, OFFERS VISITORS UNIQUE VIEWS OF UNDERWATER LIFE AND PROVIDES INSIGHT INTO THE CRITICAL ROLE THAT AQUATIC ENVIRONMENTS PLAY IN LIFE ON EARTH. THE EXHIBITS ARE CHANGED PERIODICALLY TO DISPLAY NEW SPECIES. -ALL ANIMALS ARE ACQUIRED SUSTAINABLY, OFTEN THROUGH CAPTIVE BREEDING, ON-GOING RESEARCH PROJECTS, SPECIES SURVIVAL PLANS, AND EXCHANGE THROUGH THE ASSOCIATION OF ZOOS AND AQUARIUMS AND WITH OTHER INSTITUTIONS. -TWILIGHT ZONE: DEEP REEFS REVEALED OPENED JUNE 2016 -A MAJOR NEW EXHIBITION IN THE AQUARIUM, MAKING STRONG CONNECTIONS WITH OUR CORAL REEF RESEARCH INITIATIVE. THE EXHIBITION HIGHLIGHTS THE ACADEMY'S RESEARCH OF CORAL REEFS IN THE "TWILIGHT ZONE" (BETWEEN 200 AND 500 FEET DEEP), ACCESSED BY OUR RESEARCHERS USING HIGHLY TECHNICAL DIVING EQUIPMENT. THE EXHIBITION DISPLAYS NEW ANIMALS BROUGHT BACK FROM THESE DEPTHS AS WELL AS SEVERAL UNIQUE MEDIA AND INTERACTIVE COMPONENTS THAT HELP TO CONVEY THE BEAUTY AND THE TECHNICAL CHALLENGES OF THIS KIND OF RESEARCH. -DIVING SAFETY -HIRED 3 NEW DIVE OFFICERS, REDEFINED DEPARTMENTAL ORG. STRUCTURE AND ROLES -REORGANIZED THE ACADEMYS DIVING CONTROL BOARD, APPOINTING NEW MEMBERS AND NEW LEADERSHIP: BART SHEPHERD AND LUIZ ROCHA NOW CO-CHAIR THE COMMITTEE. -THE DIVING CONTROL BOARD CONDUCTED A SAFETY AND LIABILITY AUDIT OF THE MESOPHOTIC DIVE PROGRAM, IMPLEMENTING NUMEROUS RECOMMENDATIONS IN ORDER TO INCREASE THE SAFETY OF -THIS PROGRAM AND MAKING REVISIONS TO THE INSURANCE FOR THE ACADEMYS DIVE PROGRAM -SAFELY CONDUCTED 2 MAJOR MESOPHOTIC EXPEDITIONS: VANUATU (NOVEMBER 2015) AND PHILIPPINES (APRIL 2016) AND ONE COMMERCIAL TELEVISION SHOOT: CAYMAN (MAY 2016), ALL OF WHICH INCLUDED TRAINING AND DRILLS ON SELF AND TEAM RESCUE SKILLS. -82 DIVERS CONDUCTED >2,500 DIVES, ABOUT 75% OF WHICH WERE IN THE AQUARIUM -CORAL REEF SCIENCE AND CONSERVATION -LAUNCHED MAJOR INITIATIVE TO ADVANCE CORAL REEF RESEARCH AND CONSERVATION. -IN TOTAL, THE ACADEMY SECURED MORE THAN $10.8M FROM PRIVATE FOUNDATIONS AND INDIVIDUALS TO SUPPORT THIS INITIATIVE, ALONG WITH THE CORAL REEFS EXHIBIT. -INITIATED A MEMORANDUM OF AGREEMENT BETWEEN SECORE INTERNATIONAL AND THE ACADEMY, OUTLINING AND LAUNCHING A GLOBAL CORAL RESTORATION INITIATIVE. -STEINHART BIOLOGISTS ATTENDED/PARTICIPATED IN: -SECORE ANNUAL CORAL SPAWNING WORKSHOP IN CURACAO, OCTOBER 2015, WHERE BIOLOGISTS WORKED WITH GAMETES FROM 8 SPECIES OF CORALS. -FLORIDA KEYS CORAL SPAWNING WORKSHOP, WITH FLORIDA AQUARIUM, GEORGIA AQUARIUM, AND THE CORAL RESTORATION FOUNDATION, AUGUST 2015. -CONDUCTED 2 MAJOR RESEARCH EXPEDITIONS (VANUATU, PHILIPPINES), WHICH WERE FOCUSED ON COLLECTING LIVE ANIMALS FOR RESEARCH AND EDUCATIONAL DISPLAY. THESE EXPEDITIONS RESULTED IN THE DISCOVERY OF AT LEAST 5 NEW SPECIES OF MESOPHOTIC FISHES, AT LEAST 10 RANGE EXTENSIONS FOR FISHES PREVIOUSLY NOT KNOWN TO OCCUR IN THE PHILIPPINES, AS WELL AS THE MORE THAN 200 FISHES AND INVERTEBRATES THAT WERE COLLECTED FOR EDUCATIONAL DISPLAY. -PUBLISHED THE RESULTS OF OUR MESOPHOTIC FISH COMMUNITY ECOLOGY WORK IN THE JOURNAL CORAL REEFS (ACADEMY AUTHORS ARE SHEPHERD, JESSUP, ROCHA, AND PINHEIRO) -HOSTED A CORAL REEF MINI-SUMMIT, SUMMARIZING THE ACADEMYS RECENT AND FUTURE WORK ON CORAL REEF SCIENCE AND CONSERVATION, AND OUTLINING DIRECTIONS FOR FUTURE EFFORTS. -EXHIBITS -WE SERVED OVER 100,000 MEMBERS AND GUESTS DURING DIVE SHOWS AT OUR PHILIPPINE CORAL REEF, OFFERING EDUCATIONAL PROGRAMMING RELATED TO CONSERVATION AND OCEAN ACIDIFICATION. -STEINHART BIOLOGISTS CONDUCTED A LONG-TERM ANIMAL TRANSPORT OF TWO CALIFORNIA MORAY EELS AND A LEOPARD SHARK FROM THE CALIFORNIA SCIENCE CENTER. -WORKING WITH OPERATIONS AND ENGINEERING, STEINHART STAFF RENOVATED THE GIANTS EXHIBIT, UPGRADING THE LIFE SUPPORT SYSTEMS, MAKING SOME NECESSARY REPAIRS, ADDING A WORK PLATFORM FOR SAFE TANK ACCESS, ENHANCING THE DECOR AND DIVERSIFYING THE LIVE ANIMAL COLLECTION. -ANIMAL CARE AND CONSERVATION -STAFF WORKED WITH DEVELOPMENT TO SECURE A $50K GRANT FROM THE FIELD FOUNDATION TO SUPPORT AFRICAN PENGUIN CARE AND CONSERVATION. -WE RAISED A WIDE VARIETY OF ANIMALS AS PART OF OUR GOAL TO INCREASE THE SUSTAINABILITY OF ZOO AND AQUARIUM COLLECTIONS, MANY OF WHICH WERE TRANSFERRED TO SISTER INSTITUTIONS: GOULDIAN FINCHES; RIGGENBACHS REED FROGS; GIANT LEAF INSECTS; AFRICAN PENGUINS; PACIFIC SEA NETTLES; PACIFIC SPINY LUMPSUCKERS; STRIPED PERCH. -THE AQUARIUM RESEARCH COMMITTEE (ARC) REVIEWED AND APPROVED 10 PROPOSALS FOR EXTERNAL RESEARCH PROJECTS UTILIZING THE LIVING COLLECTION. FORM 990, PART III, LINE 4B INSTITUTE FOR BIODIVERSITY SCIENCE AND SUSTAINABILITY: SINCE ITS FOUNDING IN 1853, THE ACADEMYS CENTRAL FOCUS HAS BEEN TO EXPLORE THE EARTHS REMARKABLE DIVERSITY OF LIFE AND TO UNDERSTAND THE NATURE AND FUTURE OF LIFE ON EARTH. IN 2016, ACADEMY RESEARCHERS ADDED 133 NEW PLANT AND ANIMAL SPECIES TO OUR FAMILY TREE, ENRICHING OUR UNDERSTANDING OF EARTHS COMPLEX WEB OF LIFE AND STRENGTHENING OUR ABILITY TO MAKE INFORMED CONSERVATION DECISIONS. ACADEMY SCIENTISTS PARTICIPATED IN 10 EXPEDITIONS TO 5 COUNTRIES, AS WELL AS FIELDTRIPS TO NEIGHBORING STATES, AND FIELD RESPONSES FOR MARINE MAMMALS. THEY ALSO PRESENTED PAPERS AT MEETINGS AND WORKSHOPS. THE ACADEMY MANAGED 21 FEDERAL GRANTS FROM THE NATIONAL SCIENCE FOUNDATION, NOAA, IMLS, AND OTHER GRANTORS. INATURALIST IS A SOCIAL AND ARCHIVAL NETWORK OF CITIZEN SCIENCE CROWDSOURCING WHICH ENABLES AND ENCOURAGES ONLINE NATURALISTS TO HELP IDENTIFY SPECIES OBSERVATIONS. THESE OBSERVATIONS ARE VERIFIED AND REFERENCED BY RESEARCHERS FROM AROUND THE WORLD. THERE WERE 60,705 USER ACCOUNTS OPENED. OVER 76,000 SPECIMENS WERE ADDED TO THE COLLECTIONS. 24,872 SPECIMENS AND WERE LOANED TO OTHER INSTITUTIONS. FORM 990, PART III, LINE 4C EDUCATION AND OUTREACH: YOUTH EDUCATION- OUR MISSION SUPPORTS INNOVATIVE INITIATIVES THAT ARE HELPING TODAYS YOUTH EVOLVE INTO TOMORROWS SCIENTISTS AND SCIENCE-LITERATE CITIZENS AND LEADERS ABLE TO DRAW CONNECTIONS BETWEEN THEIR OWN ACTIONS AND EARTHS FUTURE. STUDENT EDUCATION OFTEN BEGINS WITH A SCHOOL FIELDTRIP. THE ACADEMY HAS ENABLED MORE SCHOOL AND YOUTH GROUPS, AS WELL AS HOMESCHOOLERS, TO EXPERIENCE THE MUSEUMS EXHIBITS AT FREE OR REDUCED RATES, MAKING OUR MUSEUM THEIR CLASSROOM. THERE WERE 153,342 YOUTH ATTENDING ON-SITE. STUDENT LABS SERVED 5,842. 10,544 PARTICIPATED IN COMMUNITY OUTREACH PROGRAMS. STUDENT EDUCATION STAFF DEVELOPED AND IMPLEMENTED AN EXTENSIVE MENU OF PROGRAMS FOR DISTANCE LEARNING (A LIVE, STAFF-LED VIRTUAL FIELD TRIP PROGRAM FOR CLASSES GRADES K-12), REACHING 5,468 PARTICIPANTS. THE SCIENCE ACTION CLUB PROVIDED KITS AND HANDS-ON ACTIVITIES ENGAGED MIDDLE SCHOOL STUDENTS IN CITIZEN SCIENCE PROJECTS. 4,638 CLASSROOM KITS WENT OUT AND 7,645 PARTICIPATED. THE ACADEMY HOSTED TEEN/FAMILY SCIENCE NIGHTS FOR OVER 15,104 PARTICIPANTS. THE CAREERS IN SCIENCE INTERN PROGRAM AND TASC (TEEN ADVOCATES FOR SCIENCE COMMUNICATION) HAD 231,149 ENGAGEMENTS WITH THE PUBLIC. TEACHER SERVICES- THE ACADEMY IS HELPING TEACHERS BECOME EMPOWERED SCIENCE ADVOCATES. WORKSHOPS HAD 1,053 TEACHERS PARTICIPATING. 4,638 CLASSROOM KITS WERE REQUESTED BY 156 TEACHERS. OUR BIODIVERSITY COURSE, DEVELOPED WITH KHAN ACADEMY FOR FREE ONLINE EDUCATIONAL USE, HAD 545,229 VIEWS. OUR ONLINE LEARNING PLATFORMS INCLUDED ITUNES U, YOUTUBE, KHAN ACADEMY, AND OUR WEBSITE. FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED BY PRICEWATERHOUSECOOPERS LLP ("PWC"), BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. PRIOR TO FILING WITH THE IRS, THE FORM 990 IS DISTRIBUTED TO THE TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, LINE 12C PERSONS COVERED: THE CODE OF CONDUCT, CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY SHALL APPLY TO THE CONDUCT OF ANY "INTERESTED PERSON,ANY TRANSACTION OR ARRANGEMENT WITH AN "INTERESTED PERSON." AN "INTERESTED PERSON" IS A TRUSTEE, AN OFFICER, AN EXECUTIVE DIRECTOR, A HIGHLY COMPENSATED EMPLOYEE, A SUBSTANTIAL CONTRIBUTOR OR A MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT "FINANCIAL INTEREST". DETERMINATION OF CONFLICTS: ANY QUESTIONS WITH REGARD TO A PARTICULAR CIRCUMSTANCE OR OCCURRENCE SHOULD BE ADDRESSED TO THE CHAIR OF THE AUDIT COMMITTEE, WHO MAY CONSULT WITH LEGAL COUNSEL AS APPROPRIATE. ACTUAL CONFLICTS REVIEWED: AS SOON AS IS PRACTICABLE AFTER DETERMINING THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD SHALL DELIBERATE THE MATTER, AND THE POTENTIALLY INTERESTED PERSON, AFTER SUPPLYING SUCH INFORMATION AS THE BOARD SHALL REQUEST, SHALL RECUSE HIMSELF OR HERSELF. RESTRICTIONS IMPOSED: REQUIRE THAT THE INTERESTED PERSON LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT MAY CREATE THE CONFLICT OF INTEREST. FORM 990, PART VI, LINE 15A EXECUTIVE DIRECTOR, JONATHAN FOLEY'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY. INCREASES IN PAY ARE RECOMMENDED CONSISTENT WITH GUIDELINES FOR ALL STAFF. THE CHAIRMAN OF THE BOARD RECOMMENDS AN INCREASE FOR THE EXECUTIVE DIRECTOR. THIS RECOMMENDATION IS BASED ON COMPENSATION DATA, PREPARED BY THE ORGANIZATION'S ATTORNEYS. COMPENSATION DATA MAY INCLUDE A COMPENSATION SURVEY BY THE HAY GROUP AND 990 ORGANIZATIONS. FORM 990, PART VI, LINE 15B THE PERFORMANCE AND COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR RECOMMENDS INCREASES THAT ARE CONSISTENT WITH THE GUIDELINES FOR THE REST OF STAFF AND REVIEWS THESE RECOMMENDATIONS WITH THE CHAIRMAN OF THE BOARD. COMPENSATION STUDIES FOR THESE POSITIONS MAY BE CONDUCTED BY THE HAY GROUP TO PROVIDE SUPPORT FOR RECOMMENDATIONS. FORM 990, PART VI, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN THE VALUE OF CHARITABLE TRUST (205,906) ----------- TOTAL LINE 4B (205,906)