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SHEDD AQUARIUM SOCIETY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SHEDD AQUARIUM SOCIETY (EIN 36-2167918)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-10
IRS object ID
202532839349301323
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-10T11:20:42+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331498605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Plante & Moran PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 SOUTH RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167918EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHEDD AQUARIUM SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHEDBusinessNameControlTxt
Phone3126923114PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 SOUTH DUSABLE LAKE SHORE DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGary GordonPersonNm
Person TitleCHIEF FINANCIAL & ADMIN OFFICERPersonTitleTxt
Signature2025-10-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLU ANN TRAPPPreparerPersonNm
PTINP01506476PTIN
Phone3122071040PhoneNum
Preparation2025-10-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIDGET C COUGHLINBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 SOUTH DUSABLE LAKE SHORE DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60605ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$217,971,676GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.sheddaquarium.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1924FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionThe Shedd Aquarium Society Operates a public aquarium to encourage the connection between animals and guests through exhibits and education programs with the goal of promoting aquatic conservation.ActivityOrMissionDesc
Voting Members Governing Body46VotingMembersGoverningBodyCnt
Voting Members Independent45VotingMembersIndependentCnt
Total Employee659TotalEmployeeCnt
Total Volunteers342TotalVolunteersCnt
Total Gross UBI-$57,373TotalGrossUBIAmt
PY Contributions Grants$26,650,772PYContributionsGrantsAmt
CY Contributions Grants$30,332,596CYContributionsGrantsAmt
PY Program Service Revenue$48,005,901PYProgramServiceRevenueAmt
CY Program Service Revenue$47,568,921CYProgramServiceRevenueAmt
PY Investment Income$15,981,297PYInvestmentIncomeAmt
CY Investment Income$21,888,406CYInvestmentIncomeAmt
PY Other Revenue$2,336,687PYOtherRevenueAmt
CY Other Revenue$2,184,879CYOtherRevenueAmt
PY Total Revenue$92,974,657PYTotalRevenueAmt
CY Total Revenue$101,974,802CYTotalRevenueAmt
PY Grants And Similar Paid$295,353PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$524,101CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$33,710,916PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$38,518,730CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$141,348PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$129,985CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,437,472CYTotalFundraisingExpenseAmt
PY Other Expenses$32,846,855PYOtherExpensesAmt
CY Other Expenses$33,621,728CYOtherExpensesAmt
PY Total Expenses$66,994,472PYTotalExpensesAmt
CY Total Expenses$72,794,544CYTotalExpensesAmt
PY Revenues Less Expenses$25,980,185PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$29,180,258CYRevenuesLessExpensesAmt
Total Assets BOY$703,914,325TotalAssetsBOYAmt
Total Assets EOY$780,057,975TotalAssetsEOYAmt
Total Liabilities BOY$92,935,664TotalLiabilitiesBOYAmt
Total Liabilities EOY$94,180,751TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$610,978,661NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$685,877,224NetAssetsOrFundBalancesEOYAmt
MissionShedd Aquarium's mission is to spark compassion, curiosity and conservation for the aquatic animal world. This is driven by the organization's vision of a world thriving with aquatic life sustained by people who love, understand and protect it.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$34,604,249ExpenseAmt
Grant$228,535GrantAmt
Revenue$45,611,019RevenueAmt
DescConservation education: since Shedd aquarium opened our doors in 1930, Shedd has provided more than 121 million guests the opportunity to look nature in the eye through memorable experiences, while providing opportunities to learn about the animals in our care, and become inspired to make personal choices that drive action for animals. Shedd knows that when people experience aquatic animals up close, it motivates an emotional, empathetic response that shifts attitudes and fosters a personal responsibility for stewardship of local waters, global oceans, and wildlife. Shedd is committed to being one of Chicago's most accessible cultural institutions, offering Illinois resident free days throughout the year, free admission every day as the nation's first aquarium to join the museums for all program, an everyday discount for Chicago residents, students and senior citizens, and free admission for teachers, police and fire personnel, and active-duty military. Inside the aquarium walls, guests look nature in the eye through immersive exhibits, participatory programs facilitated by staff, and extraordinary experiences with animals behind the scenes. The aquarium also shares Shedd's mission by telling accessible, meaningful stories to the public through public relations and marketing efforts developed through the integration of conservation, learning programs, animal care and guest experience. As a trusted national leader in environmental education, Shedd advances experiential learning and action for all youth, teens and adults across the Chicagoland community and beyond. Programs and partnerships taking place at Shedd and in schools, nature, neighborhoods and online are designed to break barriers that prevent Chicagoans from accessing nature and its benefits, support the development of environmental literacy and build a conservation ethos that leads to short- and long-term actions to protect aquatic life.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$17,929,902ExpenseAmt
Grant$191,773GrantAmt
DescAnimal care: Shedd aquarium is home to one of the world's largest and most diverse aquatic collections over 30,000 representing about 1,200 species. A global leader in animal care, Shedd's welfare and husbandry programs support onsite research efforts that contribute to the growing scientific body of knowledge about those species in the wild. Shedd's veterinarians are aquatic medicine pioneers who are advancing the fields of preventative medicine, aging care, and conservation medicine while providing world-class care that further expands understanding of how to support healthy animal populations in aquariums and in the wild. Shedd's animal care expertise lends itself to crisis response around the world. Our animal care team frequently acts as a partner and advisor to international, federal, state, and local government agencies, rescue and rehabilitation organizations, and fellow accredited zoos and aquariums for confiscated, orphaned, or injured wildlife. Shedd's animal care team contributes to the sustainability of aquatic species through advancements in aquaculture, including populations of microscopic live foods, and cooperative management and breeding of critically endangered and threatened species.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,301,889ExpenseAmt
Grant$103,793GrantAmt
DescConservation science and research: Shedd is located in Chicago, but its research is worldwide. Shedd is one of only 11 Centers for Species Survival, a designation of the International Union for the Conservation of Nature, (IUCN). Shedd's Center for Species Survival focuses on freshwater within the Great Lakes watershed and globally with a concentration in the Americas. Shedd's husbandry, veterinary, and conservation programs are grounded in research that supports healthy animals at Shedd and vibrant wild populations around the world. Shedd's conservation research programs work to protect biodiversity while supporting blue economies, and field researchers often work side-by-side with citizen scientists to conserve wildlife and habitats for future generations. The aquarium's oceanic work includes more than four decades of research on species such as rock iguanas, queen conch, lobster, sharks, and corals. Closer to home, Shedd's Great Lakes research focuses on wildlife and habitat conservation issues where the aquarium's applied studies support local communities and regional agencies in developing access to nature and sound management plans for the Great Lakes and Chicago River. Onsite, Shedd's state-of-the-art facilities and animal care and science team serve as resources for research partners locally and globally. Onsite research provides valuable biological and behavioral information that informs understanding of species which are nearly impossible to study in the wild. In addition to sharing what it learns with the scientific community, Shedd's onsite work contributes to advancing animal health and welfare for aquatic species ranging from invertebrates to marine mammals.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$55,836,040TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
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Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document142IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee659EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members46GoverningBodyVotingMembersCnt
Independent Voting Member45IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GARY GORDONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3126922727PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 SOUTH DUSABLE LAKE SHORE DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60605ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BRIDGET COUGHLIN PHD
President/CEO45.00.0Yes (X)Yes (X)$874,176$0$92,247
David J Koo
Chairman of Board1.00.0Yes (X)Yes (X)$0$0$0
Alex Singla
Trustee1.00.0Yes (X)$0$0$0
Anders Gustafsson
Trustee1.00.0Yes (X)$0$0$0
Andrew Nocella
Trustee1.00.0Yes (X)$0$0$0
Anna M Livingston
Trustee1.00.0Yes (X)$0$0$0
Brent Gledhill
Trustee1.00.0Yes (X)$0$0$0
Brian A Kenney
Trustee1.00.0Yes (X)$0$0$0
Cara Pan
Trustee1.00.0Yes (X)$0$0$0
Charles Smith
Trustee1.00.0Yes (X)$0$0$0
David Foulkes
Trustee1.00.0Yes (X)$0$0$0
David L Epstein
Trustee1.00.0Yes (X)$0$0$0
Dominic Curcio
Trustee1.00.0Yes (X)$0$0$0
Elizabeth Hartigan Connelly
Trustee1.00.0Yes (X)$0$0$0
Ellen L O'Connor
Trustee1.00.0Yes (X)$0$0$0
Ginevra Reed Ralph
Trustee1.00.0Yes (X)$0$0$0
H John Gilbertson Jr
Trustee - Part-Year1.00.0Yes (X)$0$0$0
Jane L Warner
Trustee1.00.0Yes (X)$0$0$0
Jeffrey Wright
Trustee1.00.0Yes (X)$0$0$0
Jerry Krulewitch
Trustee1.00.0Yes (X)$0$0$0
John D Fumagalli
Trustee1.00.0Yes (X)$0$0$0
John Hesselmann
Trustee1.00.0Yes (X)$0$0$0
John Holmes
Trustee1.00.0Yes (X)$0$0$0
Joseph S Braik
Trustee1.00.0Yes (X)$0$0$0
Joyce St Clair
Trustee1.00.0Yes (X)$0$0$0
Katie Lawler
Trustee1.00.0Yes (X)$0$0$0
Kenneth Kuhrt
Trustee1.00.0Yes (X)$0$0$0
Kimberly Simios
Trustee1.00.0Yes (X)$0$0$0
Mark Stainton
Trustee1.00.0Yes (X)$0$0$0
Mary L Burke
Trustee1.00.0Yes (X)$0$0$0
Mary S Smith
Trustee1.00.0Yes (X)$0$0$0
Nancy S Searle
Trustee1.00.0Yes (X)$0$0$0
Neil Book
Trustee1.00.0Yes (X)$0$0$0
Rahul Goyal
Trustee - Part-Year1.00.0Yes (X)$0$0$0
Rev Michael Nabors DMin
Trustee1.00.0Yes (X)$0$0$0
Richard E Erwin
Trustee1.00.0Yes (X)$0$0$0
Richard J Tobin
Trustee1.00.0Yes (X)$0$0$0
Robert H Jordan PhD
Trustee1.00.0Yes (X)$0$0$0
Robert Lyons
Trustee1.00.0Yes (X)$0$0$0
Sarah N Garvey
Trustee1.00.0Yes (X)$0$0$0
Shannel Clubb
Trustee1.00.0Yes (X)$0$0$0
Steve Weller
Trustee1.00.0Yes (X)$0$0$0
Suzanne Yoon
Trustee1.00.0Yes (X)$0$0$0
Thomas N King
Trustee1.00.0Yes (X)$0$0$0
Tracie Haas
Trustee1.00.0Yes (X)$0$0$0
Tracy Souder
Trustee1.00.0Yes (X)$0$0$0
Tyrone C Fahner
Trustee - Part-Year1.00.0Yes (X)$0$0$0
William J Chase
Trustee1.00.0Yes (X)$0$0$0
Catherine J Casey
VP & General Counsel45.00.0Yes (X)$224,369$0$22,246
GARY GORDON
Chief Financial & Admin Officer45.00.0Yes (X)$383,749$0$39,377
Christine White
SVP, External Affairs & Marketing45.00.0$150,142$0$15,692Yes (X)
Loraine Smedley
Chief Development Officer45.00.0$289,536$0$30,603Yes (X)
Meghan Curran
Chief Marketing and Experience Officer45.00.0$375,846$0$50,540Yes (X)
Nancy Anschel
SVP, Human Resources45.00.0$260,715$0$29,338Yes (X)
Peggy E Sloan
Chief Animal Conservation Officer45.00.0$260,968$0$27,053Yes (X)
Robert Wengel
SVP, Facilities and Security45.00.0$256,013$0$36,380Yes (X)
CHARLES Knapp
VP, Conservation Research45.00.0$186,094$0$34,505Yes (X)
Danielle M DuMerer
VP, Technology45.00.0$222,976$0$41,066Yes (X)
Lisa Junkin Lopez
VP, Learning and Community45.00.0$180,037$0$36,950Yes (X)
Patricia Fraser
VP, Guest Relations45.00.0$185,504$0$21,108Yes (X)
Sarah Hezel
VP, Design and Exhibits45.00.0$215,705$0$28,925Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,065,830TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$506,030TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K55IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PEPPERBMI CONSTRUCTION COMPANY LLC
411 LAKE ZURICH RDBARRINGTONIL60010CONSTRUCTION$67,065,322
VALERIO DEWALT TRAIN ASSOCIATES INC
500 N DEARBORN 9TH FLOORCHICAGOIL60654ARCHITECTURAL DESIGN CONSULTANT$2,381,295
MONTERREY SECURITY CONSULTANTS INC
2232 S BLUE ISLAND AVECHICAGOIL60608SECURITY$1,617,503
TWO BY FOUR LTD
10 N DEARBORN SUITE 100CHICAGOIL60602ADVERTISING$1,374,721
HAMILL PARTNERS INC DBA CRESCENT CLEANING COMPANY
8501 W HIGGINS RD SUITE 169CHICAGOIL60631CLEANING SERVICES$1,345,264
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K36CntrctRcvdGreaterThan100KCnt
Membership Dues$6,021,002MembershipDuesAmt
Fundraising$1,729,571FundraisingAmt
Government Grants$5,506,331GovernmentGrantsAmt
All Other Contributions$17,075,692AllOtherContributionsAmt
Noncash Contributions$4,646,590NoncashContributionsAmt
Total Contributions$30,332,596TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
ADMISSIONS900099$43,708,401$43,708,401
EDUCATIONAL PROGRAMS900099$1,567,418$1,567,418
FOOD SERVICE722210$1,365,580$1,365,580

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$927,522TotalRevenueColumnAmt
Related Or Exempt Func Income$335,200RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$592,322ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$47,568,921TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,274,412TotalRevenueColumnAmt
Unrelated Business Revenue-$57,373UnrelatedBusinessRevenueAmt
Exclusion$14,331,785ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,251,738RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$375,353RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,876,385RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,876,385TotalRevenueColumnAmt
Exclusion$2,876,385ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$122,381,944SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$114,767,950SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,613,994SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,613,994TotalRevenueColumnAmt
Exclusion$7,613,994ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$103,130FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,729,571ContriRptFundraisingEventAmt
Fundraising Direct Expenses$853,571FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$750,441TotalRevenueColumnAmt
Exclusion-$750,441ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business900099BusinessCd
Total Revenue Column$58,935TotalRevenueColumnAmt
Exclusion$58,935ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$58,935OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$101,974,802TotalRevenueColumnAmt
Related Or Exempt Func Income$45,611,019RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$57,373UnrelatedBusinessRevenueAmt
Exclusion$26,088,560ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$354,528TotalAmt
Program Services$354,528ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$169,573TotalAmt
Program Services$169,573ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,759,816TotalAmt
Program Services$973,549ProgramServicesAmt
Management And General$2,073,667ManagementAndGeneralAmt
Fundraising$712,600FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$28,876,764TotalAmt
Program Services$22,294,848ProgramServicesAmt
Management And General$4,547,848ManagementAndGeneralAmt
Fundraising$2,034,068FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,215,234TotalAmt
Program Services$857,841ProgramServicesAmt
Management And General$253,265ManagementAndGeneralAmt
Fundraising$104,128FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,426,647TotalAmt
Program Services$2,018,853ProgramServicesAmt
Management And General$270,707ManagementAndGeneralAmt
Fundraising$137,087FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,240,269TotalAmt
Program Services$1,581,419ProgramServicesAmt
Management And General$466,891ManagementAndGeneralAmt
Fundraising$191,959FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,036,214TotalAmt
Program Services$2,916,507ProgramServicesAmt
Management And General$98,032ManagementAndGeneralAmt
Fundraising$21,675FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$473,247TotalAmt
Management And General$473,247ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$116,261TotalAmt
Management And General$116,261ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$5,702TotalAmt
Management And General$5,702ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$129,985TotalAmt
Fundraising$129,985FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,036,839TotalAmt
Management And General$1,036,839ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,117,192TotalAmt
Program Services$3,051,822ProgramServicesAmt
Management And General$971,880ManagementAndGeneralAmt
Fundraising$93,490FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,837,256TotalAmt
Program Services$1,837,256ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,490,695TotalAmt
Program Services$2,813,375ProgramServicesAmt
Management And General$181,478ManagementAndGeneralAmt
Fundraising$495,842FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,264,223TotalAmt
Program Services$233,616ProgramServicesAmt
Management And General$978,257ManagementAndGeneralAmt
Fundraising$52,350FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,283,333TotalAmt
Program Services$2,199,682ProgramServicesAmt
Management And General$69,896ManagementAndGeneralAmt
Fundraising$13,755FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,231,236TotalAmt
Program Services$831,743ProgramServicesAmt
Management And General$282,650ManagementAndGeneralAmt
Fundraising$116,843FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$103,868TotalAmt
Program Services$62,903ProgramServicesAmt
Management And General$28,919ManagementAndGeneralAmt
Fundraising$12,046FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,526,609TotalAmt
Program Services$1,526,609ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,556,143TotalAmt
Program Services$8,154,640ProgramServicesAmt
Management And General$335,482ManagementAndGeneralAmt
Fundraising$66,021FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$897,465TotalAmt
Program Services$859,094ProgramServicesAmt
Management And General$32,064ManagementAndGeneralAmt
Fundraising$6,307FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIR AND MAINTENANCE$1,693,838$1,625,114$60,876$7,848
FOOD SERVICE EXPENSE$899,588$899,588
PROFESSIONAL DEVELOPMENT$451,258$351,026$87,565$12,667
MISCELLANEOUS EXPENSE$565,435$221,154$115,480$228,801

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$35,326TotalAmt
Program Services$1,300ProgramServicesAmt
Management And General$34,026ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$72,794,544TotalAmt
Program Services$55,836,040ProgramServicesAmt
Management And General$12,521,032ManagementAndGeneralAmt
Fundraising$4,437,472FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$97,994,316BOYAmt
EOY$75,745,313EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$34,758,779BOYAmt
EOY$29,393,895EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,313,173BOYAmt
EOY$1,689,670EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$638,373BOYAmt
EOY$1,153,291EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$466,178,731LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$250,157,964LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$144,057,083BOYAmt
EOY$216,020,767EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$372,352,383BOYAmt
EOY$394,929,491EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$51,253,352BOYAmt
EOY$59,457,592EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,546,866BOYAmt
EOY$1,667,956EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$703,914,325BOYAmt
EOY$780,057,975EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,816,456BOYAmt
EOY$21,174,554EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,281,348BOYAmt
EOY$1,460,034EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$72,065,878BOYAmt
EOY$69,535,019EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,771,982BOYAmt
EOY$2,011,144EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$92,935,664BOYAmt
EOY$94,180,751EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$412,144,811BOYAmt
EOY$464,106,227EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$198,833,850BOYAmt
EOY$221,770,997EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$610,978,661BOYAmt
EOY$685,877,224EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$703,914,325BOYAmt
EOY$780,057,975EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$29,180,258ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$45,585,488NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$132,817OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,809,058CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,796,315CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,944,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,027,556CurrentTaxYearMinus1YearAmt
Current Tax Year$26,293,278CurrentTaxYearAmt
Total$178,870,506TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,910,464CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,262,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,310,481CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,623,216CurrentTaxYearMinus1YearAmt
Current Tax Year$4,039,318CurrentTaxYearAmt
Total$22,145,537TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,719,522CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,058,373CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,254,780CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,650,772CurrentTaxYearMinus1YearAmt
Current Tax Year$30,332,596CurrentTaxYearAmt
Total$201,016,043TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$23,726,670SubstantialContributorsTotAmt
Public Support Total170$177,289,373PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,135,312CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,673,210CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,388,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,360,306CurrentTaxYearMinus1YearAmt
Current Tax Year$16,864,664CurrentTaxYearAmt
Total$49,421,692TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,857CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,632CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,959CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,234CurrentTaxYearMinus1YearAmt
Current Tax Year$58,935CurrentTaxYearAmt
Total$296,617TotalAmt
FieldValueIRS element (for citing)
Total Support$250,734,352TotalSupportAmt
Gross Receipts Rltd Activities$179,867,746GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70708PublicSupportCY170Pct
Public Support PY1700.72722PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - MISCELLANEOUS, COLUMN A - 61857.0, COLUMN B - 66632.0, COLUMN C - 45959.0, COLUMN D - 63234.0, COLUMN E - 58935.0, COLUMN F - 296617.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$1,533DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$5,702OtherActivitiesAmt
Total Lobbying Expenditures$7,235TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationThe Aquarium devoted part of its lobbying activities to monitoring and communicating with the federal, state and local legislators and agencies in an effort to further initiatives which might benefit the aquarium. The Aquarium supported lobbying efforts in relation to the Museum in The Park coalition in support of these activities in 2024.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$380,215,167BeginningYearBalanceAmt
Contributions$1,250ContributionsAmt
Investment Earnings Or Losses$60,822,324InvestmentEarningsOrLossesAmt
Other Expenditures$1,602,445OtherExpendituresAmt
End Year Balance$439,436,296EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$327,594,611BeginningYearBalanceAmt
Contributions$600ContributionsAmt
Investment Earnings Or Losses$53,984,391InvestmentEarningsOrLossesAmt
Other Expenditures$1,364,435OtherExpendituresAmt
End Year Balance$380,215,167EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$359,460,468BeginningYearBalanceAmt
Contributions$16,000,000ContributionsAmt
Investment Earnings Or Losses-$45,492,866InvestmentEarningsOrLossesAmt
Other Expenditures$2,372,991OtherExpendituresAmt
End Year Balance$327,594,611EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$297,530,640BeginningYearBalanceAmt
Contributions$3,028,007ContributionsAmt
Investment Earnings Or Losses$58,901,821InvestmentEarningsOrLossesAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$359,460,468EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$277,213,284BeginningYearBalanceAmt
Contributions$266,616ContributionsAmt
Investment Earnings Or Losses$20,324,623InvestmentEarningsOrLossesAmt
Other Expenditures$273,883OtherExpendituresAmt
End Year Balance$297,530,640EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.7263BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.0296PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.2441TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,250,000OtherCostOrOtherBasisAmt
Book Value$1,250,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$136,285,759OtherCostOrOtherBasisAmt
Depreciation$69,891,492DepreciationAmt
Book Value$66,394,267BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$145,295,121OtherCostOrOtherBasisAmt
Depreciation$115,543,985DepreciationAmt
Book Value$29,751,136BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$73,032,478OtherCostOrOtherBasisAmt
Depreciation$64,722,487DepreciationAmt
Book Value$8,309,991BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$110,315,373OtherCostOrOtherBasisAmt
Book Value$110,315,373BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$216,020,767TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
PRIVATE CAPITAL$51,654,534F
PRIVATE CAPITAL ESG$4,141,691F
REAL ASSETS$3,661,367F
FieldValueIRS element (for citing)
Total Book Value Securities$59,457,592TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Federal Income Taxes
ACCRUED POST-RETIREMENT BENEFIT$2,011,144
FieldValueIRS element (for citing)
Total Liability$2,011,144TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$147,031,621TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$45,585,488NetUnrealizedGainsInvstAmt
Other Revenue$132,817OtherRevenueAmt
Revenue Not Reported$45,718,305RevenueNotReportedAmt
Revenue Subtotal$101,313,316RevenueSubtotalAmt
Investment Expenses Not Incld$1,036,839InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$375,353OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$661,486RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$101,974,802TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$72,133,058TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$375,353OtherExpensesIncludedAmt
Expenses Not Reported$375,353ExpensesNotReportedAmt
Expenses Subtotal$71,757,705ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,036,839InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,036,839ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$72,794,544TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteLIVE ANIMAL INVENTORY THE COSTS OF PURCHASING OR COLLECTING LIVE ANIMALS ARE EXPENSED AS INCURRED. DONATED SPECIMENS ARE NOT VALUED AND, THEREFORE, ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS.
Schedule D, Part III, Line 4 Collections of art - description of collectionsThe Aquarium houses one of the largest and most diverse collections of live aquatic animals in the world. Currently, this includes 693 species of fishes and 289 species of invertebrates. In addition, there are 41 species of reptiles, 14 species of amphibians, 6 species of mammals, and 14 species of birds. Altogether, the collections include 1057 animal species including 24 protected species.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe intended uses of the endowment are to fund general operations, education programs, conservation activities, and special projects.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Change in value split interest agreements - -5967 Actuarial gain related to retirees medical plan - 23000 Gain on extinghuisment of debt - 115784
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsGift shop Rental expenses - -375353
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Gift shop rental expenses - 375353

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$1,145,670
Central America and the CaribbeanProgram Services$1,1231Conservation Research/Education
Central America and the CaribbeanProgram Services$3,2561Conservation Research/Education
Central America and the CaribbeanProgram Services$8421Conservation Research/Education
Central America and the CaribbeanProgram Services$6,4763Conservation Research/Education
Central America and the CaribbeanProgram Services$9001Conservation Research
East Asia and the PacificProgram Services$4,0021Conservation Research/Education
East Asia and the PacificProgram Services$3,5641Conservation Education
East Asia and the PacificProgram Services$11,1231Conference Attendance
East Asia and the PacificProgram Services$7,4543Conservation Research
East Asia and the PacificProgram Services$4,1701Conservation Research
Europe (Including Iceland and Greenland)Program Services$21,5282Conservation Education
Europe (Including Iceland and Greenland)Program Services$3,7382Conference Attendance
Middle East and North AfricaProgram Services$5,4811Conference Attendance
North America (Canada & Mexico only)Program Services$2,0021Conservation Education
North America (Canada & Mexico only)Program Services$2101Conservation Education
North America (Canada & Mexico only)Program Services$4801Conservation Education
North America (Canada & Mexico only)Program Services$28,1259Conference Attendance
North America (Canada & Mexico only)Program Services$5,3733Conference Attendance
North America (Canada & Mexico only)Program Services$2,1983Conservation Research
North America (Canada & Mexico only)Program Services$5,7603Conference Attendance
North America (Canada & Mexico only)Program Services$6,3002Conservation Research
North America (Canada & Mexico only)Program Services$1,1911Conservation Education
Central America and the CaribbeanGrants to recipients in region$73,1603Conservation Research
East Asia and the PacificGrants to recipients in region$96,4132Conservation Research
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees21SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee27ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee48TotalEmployeeCnt
Subtotal Spent$1,221,539SubtotalSpentAmt
Continuation Spent$219,000ContinuationSpentAmt
Total Spent$1,440,539TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Central America and the CaribbeanConservation Research$25,697WIRE TRANSFER$0N/AN/A
Central America and the CaribbeanConservation Research$30,061WIRE TRANSFER$0N/AN/A
Central America and the CaribbeanConservation Research$17,402WIRE TRANSFER$0N/AN/A
East Asia and the PacificConservation Research$36,574WIRE TRANSFER$0N/AN/A
East Asia and the PacificConservation Research$59,839WIRE TRANSFER$0N/AN/A
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsShedd requires reports on how funds were expended and according to plan and evaluation of results of the program's accomplishments.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHULTZ & WILLIAMSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN CENTER STE 1700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
ActivityFundraising Consulting and Direct Response ServicesActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$798,444GrossReceiptsAmt
Retained By Contractor$129,985RetainedByContractorAmt
Net To Organization$668,459NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$798,444TotalGrossReceiptsAmt
Total Retained By Contractors$129,985TotalRetainedByContractorsAmt
Total Net To Organization$668,459TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GalaEvent1Nm
Gross Receipts Event1$1,832,701GrossReceiptsEvent1Amt
Charitable Contri Event1$1,729,571CharitableContriEvent1Amt
Gross Revenue Event1$103,130GrossRevenueEvent1Amt
Other Direct Expenses Event1$853,571OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$1,832,701GrossReceiptsTotalAmt
Charitable Contributions Tot$1,729,571CharitableContributionsTotAmt
Gross Revenue Total Events$103,130GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$853,571OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$853,571DirectExpenseSummaryEventsAmt
Net Income Summary-$750,441NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Alaska Sealife
301 Railway AveSewardAK99664920132479501(C)(3)$21,108Program Support
CHICAGO PARK DISTRICT
4830 S Western AveChicagoIL60609366005822Gov't$211,550Program Support
INSIGHT BY ANDERSON LLC DBA THE CORAL REEF AQUARIUM FISHERIES CAMPAIGN
40 Latham St Unit 2RGROTONCT06340851326483$92,360Program Support
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationShedd requires reports on how funds were expended and according to plan and evaluation of results of the program's accomplishments.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRIDGET COUGHLIN PHD
President/CEO$612,134$0$237,800$0$24,242$0$70,400$0$21,847$0$966,423$0$0$0
GARY GORDON
Chief Financial & Admin Officer$307,426$0$75,000$0$1,323$0$38,199$0$1,178$0$423,126$0$35,000$0
Catherine J Casey
VP & General Counsel$220,491$0$3,000$0$878$0$13,203$0$9,043$0$246,615$0$0$0
Loraine Smedley
Chief Development Officer$289,084$0$0$0$452$0$462$0$30,141$0$320,139$0$0$0
Meghan Curran
Chief Marketing and Experience Officer$301,814$0$73,333$0$699$0$38,199$0$12,341$0$426,386$0$20,000$0
Peggy E Sloan
Chief Animal Conservation Officer$251,901$0$8,000$0$1,067$0$15,207$0$11,846$0$288,021$0$0$0
Nancy Anschel
SVP, Human Resources$249,141$0$10,000$0$1,574$0$14,779$0$14,559$0$290,053$0$0$0
Robert Wengel
SVP, Facilities and Security$250,448$0$5,000$0$565$0$15,192$0$21,188$0$292,393$0$0$0
Christine White
SVP, External Affairs & Marketing$150,012$0$0$0$130$0$0$0$15,692$0$165,834$0$0$0
Danielle M DuMerer
VP, Technology$219,657$0$3,000$0$319$0$13,533$0$27,533$0$264,042$0$0$0
Sarah Hezel
VP, Design and Exhibits$208,266$0$7,000$0$439$0$12,616$0$16,309$0$244,630$0$0$0
CHARLES Knapp
VP, Conservation Research$182,377$0$3,000$0$717$0$11,458$0$23,047$0$220,599$0$0$0
Patricia Fraser
VP, Guest Relations$177,479$0$7,000$0$1,025$0$10,690$0$10,418$0$206,612$0$0$0
Lisa Junkin Lopez
VP, Learning and Community$179,873$0$0$0$164$0$11,136$0$25,814$0$216,987$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelThe President/CEO and Chief Animal Conservation Officer traveled by first class on certain trips as a result of the specific nature of particular trips. The travel was for bona fide business purpose and was not treated as taxable compensation.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesTHE PRESIDENT/CEO WAS PROVIDED CERTAIN SOCIAL CLUB DUES; THE PORTION OF THIS BENEFIT NOT RELATED TO BONA FIDE BUSINESS PURPOSES (IF ANY) IS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planCertain individuals received or accrued deferred compensation at risk, payable upon satisfaction of performance and remaining with the organization through a specific project period. Bridget C. Coughlin-Accrued in 2024 $50,000 to be paid in 2025. Gary Gordon- Accrued in 2024 $20,000 to be paid in 2026. Meghan Curran- Accrued in 2024 $20,000 to be paid in 2026.
Schedule J, Part I, Line 7 Non-fixed paymentsCOMPENSATION AT RISK OR INCENTIVE PAYMENTS WERE PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A AT THE DISCRETION OF THE BOARD OF TRUSTEES AND PRESIDENT/CEO.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ILLINOIS FINANCE AUTHORITY
A8610919670000000002019-03-14$18,405,000REFUNDING/REISSUANCE 2015 BONDSfalsefalsefalse
ILLINOIS FINANCE AUTHORITY
B86109196745204FTW52022-12-22$64,027,086series 2022 - buildings and structuresfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$11,340,000$18,405,000$18,405,000Yes (true)falseYes (true)Yes (true)
B$65,974,787falsefalseYes (true)Yes (true)$721,133$65,253,3542024

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalsefalsefalse000.0falsefalse0falsefalse
Bfalsefalsefalsefalsefalsefalse000.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalseYes (true)falsefalsefalse0falsefalsefalse0falsefalseYes (true)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3PLUS INVESTMENT EARNINGS
Schedule K, Part IV, Line 2c COLUMN BIssuer name: ILLINOIS FINANCE AUTHORITY The calculation for computing no rebate due was performed on 06/22/2024

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution26ContributionCnt
Noncash Contributions Rpt F990$3,838,663NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Fair Market ValueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)TRAVEL/TICKETS1$317,375Other - Fair Market Value
Yes (X)SUPPLIES2$223,062Other - Fair Market Value
Yes (X)EQUIPMENT2$263,689Other - Fair Market Value
Yes (X)Professional Services1$3,801Other - Fair Market Value
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe Executive Committee of the Board of Trustees has the power and authority of the Board of Trustees and may act on behalf of the Board of Trustees between meetings of the Board, subject to certain limitations. Under the terms of the organization's bylaws, the executive committee is made up of five to ten members of the Board of Trustees elected by the board at its annual meeting; in addition, the chairperson of the Board serves as an ex officio member with a vote.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsTRUSTEE MARY SMITH AND LIFE TRUSTEE STEVE SMITH - Family relationship, TRUSTEES BRIAN KENNEY AND ELIZABETH CONNELLY - Business relationship, TRUSTEES JOHN HOLMES AND BOB LYONS - Business relationship, TRUSTEES RICH TOBIN AND TOM KING - Business relationship
Form 990, Part VI, Line 3 Delegation of management dutiesThe organization contracts with Sodexo America, LLC and Event Network, Inc. to manage and operate food services and gift shops, respectively, at the aquarium.
Form 990, Part VI, Line 4 Significant changes to organizational documentsBy-law changes - Section 4.2: Changed number of Trustees Section 4.5: Clarified role of Ex-Officio Honorary Trustees Section 4.6: Replaced quarterly meeting requirement with a minimum of two meetings per year Section 4.10: Updated unanimous consent process to reflect current practice Section 4.11: Updated waiver of notice process to reflect current practice Section 4.13: Clarified process for removing a Trustee Section 4.2: Removed the need to elect Officers of the Corporation every 3 years; instead they are elected until they resign, die, or are removed by the board Section 5.4: Established a line of succession if Board Chair is not available Section 6.1: Established four governance committees and the ability of the board to create programmatic committees by resolution Section 6.2: Clarified Executive Committee election process Section 6.3: Updated the mandate of the Nominating & Governance committee Section 6.4: Updated the mandate of the Finance & Audit Committee Section 6.6: Established a line of succession if a Committee Chair is not available
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe completed form 990, including schedules, was made available to the Board of Trustees. Trustees were requested to review the final form 990, including schedules. Any questions or comments were directed to the organization's Chief Financial and Administrative Officer.
Form 990, Part VI, Line 12c Conflict of interest policyAnnually, trustees and senior management are asked to review the organization's code of ethics and complete a code of ethics statement and questionnaire, which includes their agreement to report promptly any reportable matters. Such statements are reviewed and evaluated by the Board Chairman, or their designee, for any conflict.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe Human Capital Committee (the Committee) of the Board of Trustees is responsible for the annual review of the compensation of the officers and key employees of the organization. All members of the committee are independent. In determining the compensation of the President/CEO, the Committee evaluates her performance against previously agreed upon criteria, considers comparable market data, then debates and documents its recommendation of reasonable compensation. In determining the compensation of other officers and key employees, the same procedures are performed; however, the committee considers the CEO's evaluation of the staffs' performance. The recommendations are then taken to the Executive Committee of the Board for final review and action.
Form 990, Part VI, Line 19 Required documents available to the publicCERTAIN OF THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. ITS AUDITED FINANCIAL STATEMENTS AND PUBLIC-DISCLOSURE COPIES OF ITS FORM 990 ARE INCLUDED ON ITS WEB SITE.
Form 990, Part VIII, Line 2f Other Program Service RevenueAll other program service revenue - Total Revenue: 927522, Related or Exempt Function Revenue: 335200, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 592322;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesCHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - -5967; Actuarial gain on medical plan - 23000; Gain on extinguishment of debt - 115784;