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NEW ENGLAND AQUARIUM CORPORATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NEW ENGLAND AQUARIUM CORPORATION (EIN 04-2297514)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-22
IRS object ID
202522959349301972
Schema version
2024v5.2
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)
Return2025-10-22T15:05:46-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREET 17TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042297514EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND AQUARIUM CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWEBusinessNameControlTxt
Phone6179735200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CENTRAL WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021103399ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVERONIQUE N SPRUILLPersonNm
Person TitlePRESIDENT/CHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone6179735200PhoneNum
Signature2025-10-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA L BOOTHPreparerPersonNm
PTINP01342395PTIN
Phone6178075000PhoneNum
Preparation2025-10-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVERONIQUE N SPRUILLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CENTRAL WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021103399ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$55,007,660GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NEAQ.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE NEW ENGLAND AQUARIUM IS A CATALYST FOR GLOBAL CHANGE THROUGH PUBLIC ENGAGEMENT AND EDUCATION, COMMITMENT TO MARINE ANIMAL CONSERVATION, INNOVATIVE SCIENTIFIC RESEARCH, AND EFFECTIVE ADVOCACY FOR A VITAL AND VIBRANT OCEAN.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee407TotalEmployeeCnt
Total Volunteers575TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$23,458,590PYContributionsGrantsAmt
CY Contributions Grants$10,251,903CYContributionsGrantsAmt
PY Program Service Revenue$32,971,433PYProgramServiceRevenueAmt
CY Program Service Revenue$35,140,767CYProgramServiceRevenueAmt
PY Investment Income$2,233,026PYInvestmentIncomeAmt
CY Investment Income$2,372,904CYInvestmentIncomeAmt
PY Other Revenue$6,721,706PYOtherRevenueAmt
CY Other Revenue$6,880,340CYOtherRevenueAmt
PY Total Revenue$65,384,755PYTotalRevenueAmt
CY Total Revenue$54,645,914CYTotalRevenueAmt
PY Grants And Similar Paid$238,189PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$209,142CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,584,341PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,910,720CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$125,602PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$143,129CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,029,260CYTotalFundraisingExpenseAmt
PY Other Expenses$29,782,696PYOtherExpensesAmt
CY Other Expenses$30,068,425CYOtherExpensesAmt
PY Total Expenses$53,730,828PYTotalExpensesAmt
CY Total Expenses$55,331,416CYTotalExpensesAmt
PY Revenues Less Expenses$11,653,927PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$685,502CYRevenuesLessExpensesAmt
Total Assets BOY$123,239,558TotalAssetsBOYAmt
Total Assets EOY$126,594,457TotalAssetsEOYAmt
Total Liabilities BOY$28,093,097TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,591,646TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$95,146,461NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$96,002,811NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE NEW ENGLAND AQUARIUM IS A CATALYST FOR GLOBAL CHANGE THROUGH PUBLIC ENGAGEMENT AND EDUCATION, COMMITMENT TO MARINE ANIMAL CONSERVATION, INNOVATIVE SCIENTIFIC RESEARCH, AND EFFECTIVE ADVOCACY FOR A VITAL AND VIBRANT OCEAN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$29,558,495ExpenseAmt
Revenue$29,565,670RevenueAmt
DescEXHIBITION: THE NEW ENGLAND AQUARIUM IS A MASSACHUSETTS CHAPTER 180 NON-PROFIT CORPORATION FORMED FOR THE PURPOSE OF OPERATING A PUBLIC AQUARIUM IN BOSTON, MASSACHUSETTS. THE MISSION OF THE AQUARIUM IS TO BE A CATALYST FOR GLOBAL CHANGE THROUGH PUBLIC ENGAGEMENT, COMMITMENT TO MARINE ANIMAL CONSERVATION, LEADERSHIP IN EDUCATION, INNOVATIVE SCIENTIFIC RESEARCH, AND ADVOCACY FOR A VITAL AND VIBRANT OCEAN. IN ADDITION TO ITS EXHIBITS, THE AQUARIUM OPERATES THE SIMONS THEATRE, GIFT SHOP, ON-SITE DINING OUTLETS, CATERED EVENTS, AND PROGRAMMING IN MARINE RESEARCH, CONSERVATION, AND EDUCATION. THE AQUARIUM RELIES ON REVENUE FROM ADMISSIONS, RETAIL SALES, AND EVENTS; PRIVATE GIFTS AND GRANTS; AND FEDERAL AND STATE FUNDING FOR MOST OF ITS OPERATIONS. THESE REVENUES AND SUPPORT ARE PRIMARILY DERIVED FROM VISITORS AND DONORS FROM THE GREATER BOSTON AREA, THE NEW ENGLAND REGION, AND NATIONAL AND INTERNATIONAL TOURISTS TO THE CITY.WELCOMING NEW ANIMALS, UNVEILING ENGAGING NEW EXHIBITS THAT INSPIRE VISITORS, CONDUCTING IMPACTFUL RESEARCH, AND ADVOCATING FOR THE OCEAN FROM LOCAL TO INTERNATIONAL LEVELS ARE JUST A FEW OF THE WAYS THE NEW ENGLAND AQUARIUM CONTINUED TO PROTECT THE BLUE PLANET IN 2024.2024 NOTABLE HIGHLIGHTS OF EXHIBITS AND VISITOR EXPERIENCE:THE AQUARIUM OPENED "HEALTHY CORALS, HEALTHY REEFS," A 15-FOOT, NEARLY 5,000-GALLON EXHIBIT THAT IS HOME TO A VARIETY OF LIVE CORALS NATIVE TO THE INDO-PACIFIC REGION AND FEATURES SPECIES NEW TO THE AQUARIUM, SUCH AS WRASSES, SURGEONFISH, BUTTERFLYFISH, AND REEF-DWELLING INVERTEBRATES. THE AQUARIUM ALSO EXPANDED ACCESS TO ITS EXHIBITS THROUGH A PUBLIC-PRIVATE PARTNERSHIP WITH THE CITY OF BOSTON. IT JOINED FIVE OTHER INSTITUTIONS ACROSS THE CITY OFFERING FREE ADMISSION TO BOSTON PUBLIC SCHOOLS (BPS) STUDENTS AND UP TO THREE OF THEIR FAMILY MEMBERS ON THE FIRST TWO SUNDAYS OF EVERY MONTH THROUGHOUT 2024. IN TOTAL, 14,718 VISITORS CAME TO THE AQUARIUM THROUGH THIS BPS SUNDAYS PROGRAM.DURING MASSACHUSETTS' FEBRUARY SCHOOL VACATION WEEK, THE AQUARIUM CREATED A CIVIC ENGAGEMENT OPPORTUNITY FOR AQUARIUM VISITORS OF ALL AGES IN SUPPORT OF THE SEA TURTLE RESCUE ASSISTANCE AND REHABILITATION ACT (STRAA) AND COLLECTED 1,740 SIGNATURES TO SHARE WITH MEMBERS OF CONGRESS IN SUPPORT OF THE BILL. STRAA WOULD ESTABLISH A FEDERAL GRANT PROGRAM TO SUPPORT FACILITIES THAT RESCUE AND REHABILITATE SEA TURTLES ACROSS THE U.S., INCLUDING THE AQUARIUM'S SEA TURTLE HOSPITAL IN QUINCY, MA.ADDITIONALLY, THE AQUARIUM CELEBRATED WORLD OCEAN DAY IN JUNE WITH FREE, ALL-AGES ACTIVITIES AND PROGRAMMING AROUND THE THEME OF "CONNECTING COMMUNITIES, EMPOWERING ACTIONS FOR OUR OCEAN." THROUGHOUT THE SUMMER, THE COALITION FOR A RESILIENT AND INCLUSIVE WATERFRONT (CRIW), OF WHICH THE NEW ENGLAND AQUARIUM IS A FOUNDING MEMBER, OFFERED A ROSTER OF WELLNESS ACTIVITIES FOR PEOPLE OF ALL AGES. THE AQUARIUM ALSO PARTNERED WITH SEVERAL LOCAL NON-PROFITS AND ORGANIZATIONS TO HIGHLIGHT COMMUNITY WELLNESS INITIATIVES DURING THE YEAR. THE AQUARIUM'S LOWELL LECTURE SERIES HOSTED NINE SPEAKERS IN 2024, WHOSE TALKS COVERED A RANGE OF TOPICS ALIGNED WITH THE AQUARIUM'S MISSION, VISION, AND VALUES. THE LECTURES ARE PRESENTED FREE TO THE PUBLIC THROUGH THE FUNDING SUPPORT FROM THE LOWELL INSTITUTE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,854,144ExpenseAmt
Grant$209,142GrantAmt
Revenue$6,766,029RevenueAmt
DescSCIENTIFIC RESEARCH AND ADVISING:IN 2024, THE NEW ENGLAND AQUARIUM ('THE AQUARIUM") CONTINUED CONDUCTING APPLIED OCEAN SCIENCE RESEARCH AND TECHNICAL ADVISING/MARKET-BASED SOLUTIONS TO HELP DELIVER ON ITS MISSION TOWARD A VISION FOR A VITAL AND VIBRANT OCEAN FOR FUTURE GENERATIONS. MUCH OF THIS WAS EXECUTED BY THE AQUARIUM'S DEDICATED OCEAN SCIENCE RESEARCH DIVISION, THE ANDERSON CABOT CENTER FOR OCEAN LIFE (ANDERSON CABOT CENTER").SELECT 2024 NOTABLE HIGHLIGHTS OF ANDERSON CABOT CENTER:THE BLUESWELL PROGRAM, AN OCEAN INNOVATION START-UP INCUBATOR COMPLETED ITS FOURTH COHORT OF OCEAN TECH START-UPS, AND INITIATED ITS FIFTH COHORT, DURING 2024. AS CO-FOUNDER AND PARTNER IN THIS PROGRAM, THE AQUARIUM (VIA TECHNICAL CONSULT FROM ANDERSON CABOT CENTER EXPERTS) GUIDES THESE TECH START-UPS IN ADOPTING OCEAN-FRIENDLY PRACTICES AND METRICS, AIDS IN THE DILIGENCE PROCESS, AND SERVES AS THE FISCAL ADMINISTRATOR FOR THE PROGRAM. UPSWELL, ANOTHER INITIATIVE THAT THE AQUARIUM CO-FOUNDED, FOCUSED ON EXPANDING THE AMOUNT OF ANGEL INVESTMENT IN BLUE TECHNOLOGY STARTUPS THAT BENEFIT THE ENVIRONMENT AND CREATE NEW JOBS, HOSTED A DISCUSSION ON COASTAL RESILIENCE FEATURING A PANEL OF EXPERTS AND PUBLISHED ITS THIRD WHITEPAPER, MARINE CARBON DIOXIDE REMOVAL: INVESTING IN SCIENCE AND INNOVATION TO BUILD A RESPONSIBLE INDUSTRY.THE AQUARIUM'S MARINE CONSERVATION ACTION FUND (MCAF) CELEBRATED 25 YEARS OF SUPPORTING LOCALLY-LED OCEAN CONSERVATION ACROSS THE GLOBE. IN 2024, MCAF AWARDED OVER $240,000 TO 27 PROJECTS IN 17 COUNTRIES SPEARHEADED BY LOCAL LEADERS AND THEIR COMMUNITIES. THESE PROJECTS INVOLVED COLLECTING CRITICAL DATA ON IMPERILED OCEAN SPECIES, PROMOTING LOCAL AND INDIGENOUS-LED MARINE MANAGEMENT, FOSTERING CAPACITY SHARING WITH COMMUNITIES, AND SPONSORING OCEAN LEADERS' PARTICIPATION AT INTERNATIONAL CONFERENCES. IN 2024, ANDERSON CABOT CENTER RESEARCHERS CONDUCTED BOAT-BASED RESEARCH OVER THREE MONTHS TO SURVEY THE CRITICALLY ENDANGERED NORTH ATLANTIC RIGHT WHALE IN THE GULF OF ST. LAWRENCE. THE TEAM SIGHTED 62 OF THE ESTIMATED POPULATION OF 372 INDIVIDUALS, COLLECTED 23 BLOW SAMPLES, AND THREE FECAL SAMPLES FOR ANALYSIS. THEY ALSO REMOVED 19 SETS OF LOST, ABANDONED, OR DISCARDED FISHING GEAR AN ESSENTIAL PART OF PREVENTING FUTURE ENTANGLEMENTS. DURING FIELDWORK IN THE GULF OF ST. LAWRENCE AS WELL AS IN CAPE COD BAY, ANDERSON CABOT CENTER RESEARCHERS DEPLOYED THE LATEST DRONE TECHNOLOGY TO STUDY RIGHT WHALES. THE DRONE OFFERS A NON-INVASIVE METHOD TO GATHER SAMPLES OF BLOW AND IS USED FOR PHOTOGRAMMETRY MEASUREMENTS THAT ALLOW RESEARCHERS TO BETTER UNDERSTAND THE HEALTH STATUS OF INDIVIDUAL WHALES AND THE POPULATION IN ORDER TO PROVIDE SCIENTIFICALLY SOUND INFORMATION TO GOVERNMENT AND INDUSTRY DECISIONMAKERS. ANDERSON CABOT CENTER RESEARCHERS ALSO CONTINUED CONDUCTING FIELDWORK NEEDED TO INFORM CONSERVATION SCIENCE AND MANAGEMENT. IN 2024, THEY TAGGED MORE THAN 250 SHARKS, TUNAS, AND FISHES (18 TOTAL SPECIES) OVER 120 DAYS AND 4,860 VESSEL HOURS IN LOCATIONS RANGING FROM CAPE COD BAY TO NORTH CAROLINA TO PUERTO RICO. THEY ALSO FLEW AERIAL SURVEYS TOTALING 600 HOURS IN THE NEW ENGLAND REGION TO DOCUMENT THE ABUNDANCE AND DISTRIBUTION OF MARINE MAMMALS AND TURTLES, IDENTIFYING OVER 140 UNIQUE RIGHT WHALES. EXPERTS ACROSS THE AQUARIUM, MANY OF WHOM ARE IN THE ANDERSON CABOT CENTER, PUBLISHED 28 TOTAL PEER-REVIEWED PAPERS/BOOK CHAPTERS IN SCIENTIFIC JOURNALS/BOOK VOLUMES IN 2024, WITH AN ADDITIONAL FIVE PEER-REVIEWED PUBLICATIONS IN COLLABORATION WITH FELLOWS AND PROJECT LEADERS FROM THE MCAF PROGRAM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$4,283,840ExpenseAmt
Revenue$4,285,621RevenueAmt
Desc2024 NOTABLE HIGHLIGHTS OF THE SEA TURTLE PROGRAMS:THE NEW ENGLAND AQUARIUM HAS TWO DISTINCTIVE PROGRAMS WITH SEA TURTLES: WE RUN ONE OF THE LARGEST SEA TURTLE RESCUE OPERATIONS IN THE ENTIRE UNITED STATES AND WE ARE PART OF A FIRST-RESPONDER NETWORK FOR LEATHERBACK SEA TURTLES THAT GET ENTANGLED IN FISHING LINES. BOTH OF THESE PROGRAMS HELP MAINTAIN SEA TURTLE POPULATIONS AND PRODUCE RESEARCH. THE AQUARIUM'S SEA TURTLE HOSPITAL IN QUINCY, MA TREATED 518 RESCUED SEA TURTLES RECOVERED FROM BEACHES ALONG CAPE COD BAY DURING THE 2024 COLD STUN STRANDING SEASON. IN ADDITION TO ADMINISTERING TO CRITICALLY ENDANGERED KEMP'S RIDLEY TURTLES (TOTAL OF 417), OUR SEA TURTLE HOSPITAL TREATED THREATENED LOGGERHEAD (62) AND GREEN (39) TURTLES SUFFERING FROM LIFE-THREATENING MEDICAL CONDITIONS, INCLUDING PNEUMONIA, SEPSIS AND DEHYDRATION. THE HOSPITAL CONTINUES TO OPERATE UNDER NEW POPULATION MANAGEMENT STRATEGIES AND TEMPERATURE-CONTROLLED CONDITIONS AS THESE CONTINUE TO SHOW RESULTS THAT ARE AS GOOD AS, IF NOT BETTER THAN, PRE-PANDEMIC SURVIVAL RATES. THESE ALLOW FOR THE TEAM TO EFFICIENTLY STABILIZE TURTLES BEFORE TRANSPORTING THE MOST STABLE TO SECONDARY FACILITIES WHERE THEY CONTINUE THEIR REHAB PROCESS OR CAN BE RELEASED BACK INTO WARMER WATERS. WE MAINTAINED 82 OF THE MOST CRITICALLY ILL TURTLES FOR FULL REHABILITATION AT OUR HOSPITAL. LAST YEAR, WE REPORTED A PILOT STUDY ON ACOUSTIC IMPLANTS IN SEVERAL OF OUR REHABILITATED COLD-STUNNED LOGGERHEADS. IN 2023, THE PAPER WAS ACCEPTED AND PUBLISHED. HERE IS THE CITATION: INNIS, C.J., KENNEDY, A., KNEEBONE, J. ET AL. A PILOT STUDY ON SURGICAL IMPLANTATION AND EFFICACY OF ACOUSTIC TRANSMITTERS IN FIFTEEN LOGGERHEAD SEA TURTLES (CARETTA CARETTA), 2021/2022. ANIM BIOTELEMETRY 11, 37 (2023). HTTPS://DOI.ORG/10.1186/S40317-023-00349-8. THROUGHOUT 2024, THE TAGS WERE STILL FUNCTIONING, AND WE CONTINUED TO GET REGULAR HITS ON SEVERAL ACOUSTIC ARRAYS OF VARIOUS TURTLES. WE CONTINUED OUR WORK ON ENDANGERED LEATHERBACK TURTLES ENTANGLED IN FISHING GEAR. WE TYPICALLY EVALUATE, DISENTANGLE, AND OUTFIT THE TURTLES WITH ELECTRONIC TAGS THAT ALLOW RESEARCHERS TO ASSESS SURVIVORSHIP OVER THE 30 DAYS AFTER DISENTANGLEMENT, AND TRACK MIGRATION PATTERNS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,141,920ExpenseAmt
Revenue$1,403,787RevenueAmt
DescWE CONTINUED TO WORK WITH OUR PARTNERS AT BOSTON HARBOR CITY CRUISES ("BHCC") TO OFFER THE NEW ENGLAND AQUARIUM WHALE WATCH, OPERATED BY BHCC. THIS COMBINED EFFORT GENERATED INCREASED WHALE WATCH ATTENDANCE AND SIGNIFICANTLY EXPANDED THE REACH OF OUR WHALE CONSERVATION PROGRAMMING AND OUR EDUCATIONAL PROGRAMMING, OVERALL.TOTAL OTHER COSTS REPRESENT THE REMAINING PROGRAM SERVICE EXPENSES PER PART IX THAT WERE NOT ATTRIBUTABLE TO EXHIBITION, RESEARCH, OR EDUCATION. TOTAL OTHER REVENUE REPRESENTS PROGRAMATIC CORPORATE SPONSORSHIPS AND OTHER MISCELLANEOUS INCOME PER PART VIII THAT WERE NOT ATTRIBUTABLE TO EXHIBITION, RESEARCH, OR EDUCATION.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,141,920TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,403,787TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$42,838,399TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee407EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIAN WALSHPersonNm
Phone6172262320PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CENTRAL WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BECHHOFER DAVID
TRUSTEE2.00Yes (X)$0$0$0
BURTON THOMAS R
TRUSTEE4.00Yes (X)$0$0$0Yes (X)
CABOT LINDA N
TRUSTEE2.00Yes (X)$0$0$0
CHASE JARED A
TRUSTEE2.00Yes (X)$0$0$0Yes (X)
CHEN ROBERT
TRUSTEE1.00Yes (X)$0$0$0
DEVILLARS JOHN
TRUSTEE1.00Yes (X)$0$0$0
DYNNER LISA
TRUSTEE1.00Yes (X)$0$0$0
EISENSON BARBARA
TRUSTEE2.00Yes (X)$0$0$0
GOOD NICK
TRUSTEE2.00Yes (X)$0$0$0
HOLDING PAMELA R
TRUSTEE2.00Yes (X)$0$0$0
LEVENTHAL ALEXANDER D
TRUSTEE1.00Yes (X)$0$0$0
MUI RAYMOND F
TRUSTEE2.00Yes (X)$0$0$0Yes (X)
OBI NICOLE
TRUSTEE1.00Yes (X)$0$0$0
PEACHER ANNE B
TRUSTEE2.00Yes (X)$0$0$0
SLATER SAMUEL
TRUSTEE1.00Yes (X)$0$0$0
SWETT BRIAN
TRUSTEE1.00Yes (X)$0$0$0
TRUMBULL ROBERT C
TRUSTEE3.00Yes (X)$0$0$0
WELD WILLIAM H
TRUSTEE1.00Yes (X)$0$0$0
WILDE PETER O
TRUSTEE (UNTIL 05/24)1.00Yes (X)$0$0$0
SPRUILL VERONIQUE N
PRESIDENT/CHIEF EXECUTIVE OFFICER39.00Yes (X)$641,692$0$30,190Yes (X)1.00
WALSH BRIAN
VP, FINANCE PLANNING AND ANALYSIS40.00$266,343$0$18,991Yes (X)
BAILEY BARBARA
VP, ANIMAL CARE40.00$229,167$0$50,063Yes (X)
BATIE FERRIS
VP, CAMPUS OPERATIONS FACILITIES40.00$242,270$0$0Yes (X)
FONTES KIMBERLY A
CHIEF OF STAFF40.00$335,079$0$18,576Yes (X)
LAFEIR LETISE
CHIEF CONSERVATION AND STEWARDSHIP OFFICER40.00$339,164$0$11,194Yes (X)
MANDELMAN JOHN W
VP, CENTER OCEAN LIFE & CHIEF SCIENTIST40.00$246,421$0$61,314Yes (X)
MATUS SUZANNE L
VP, MARKETING & COMM40.00$280,422$0$19,498Yes (X)
MCCONNELL KATIE E
CHIEF, PEOPLE DIVERSITY OFFICER40.00$292,974$0$17,560Yes (X)
SCOTT ELIZABETH
VP, DEVELOPMENT40.00$267,385$0$17,215Yes (X)
CAWSEY MARTIN
AVP CONTROLLER40.00$170,017$0$21,497Yes (X)
GRALLERT DELLA
AVP, SALES AND GUEST SERVICES40.00$174,634$0$18,816Yes (X)
HAMER MARION S
AVP, IT40.00$184,105$0$10,985Yes (X)
KHALIL KATHAYOON
AVP, CONSERVATION LEARNING40.00$166,711$0$13,611Yes (X)
LOCKHART EMILEY
AVP, OCEAN SUSTAINABILITY, TECH/INNO40.00$176,633$0$30,062Yes (X)
HUNTER-DYSON LAUREN
FMR. CHIEF, PEOPLE DIVERSITY OFFICER40.00$209,718$0$15,894Yes (X)
MUSIOL JR RICHARD A
FORMER VP, EXTERNAL RELATIONS40.00$145,096$0$1,962Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,367,831TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$357,428TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K54IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
C & W FACILITY SERVICES INC
4002 SOLUTIONS CENTERCHICAGOIL60672CLEANING COMPANY$1,264,333
CONNELLY PARTNERS
46 WALTHAM STBOSTONMA02118ADVERTISING AGENCY$1,040,740
GRAIN EXCHANGE
177 MILK STREETBOSTONMA02109RENT$1,039,213
SECURITAS SECURITY SERVICES USA INC
30 WINTER PLACEBOSTONMA02108SECURITY SERVICES$792,445
SCHULTZ & WILLIAMS INC
ONE PENN CENTERPHILADELPHIAPA19103STAFFING SOLUTIONS$456,168
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Membership Dues$2,983,010MembershipDuesAmt
Government Grants$897,565GovernmentGrantsAmt
All Other Contributions$6,371,328AllOtherContributionsAmt
Noncash Contributions$1,010,143NoncashContributionsAmt
Total Contributions$10,251,903TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS900099$29,565,670$29,565,670
RESEARCH, CONSERVATION, ED.900099$5,575,097$5,575,097
FieldValueIRS element (for citing)
Total Program Service Revenue$35,140,767TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,375,179TotalRevenueColumnAmt
Exclusion$2,375,179ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$359,471SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$361,746SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,275SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,275TotalRevenueColumnAmt
Exclusion-$2,275ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$5,476,553GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,476,553TotalRevenueColumnAmt
Related Or Exempt Func Income$5,476,553RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES900099$785,055$785,055
CORPORATE SPONSORSHIP900099$431,562$431,562
MISCELLANEOUS INCOME900099$187,170$187,170
FieldValueIRS element (for citing)
Other Revenue Total$1,403,787OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,645,914TotalRevenueColumnAmt
Related Or Exempt Func Income$42,021,107RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,372,904ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$209,142TotalAmt
Program Services$209,142ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,367,260TotalAmt
Program Services$896,102ProgramServicesAmt
Management And General$1,463,728ManagementAndGeneralAmt
Fundraising$1,007,430FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$17,001,117TotalAmt
Program Services$12,580,827ProgramServicesAmt
Management And General$3,060,201ManagementAndGeneralAmt
Fundraising$1,360,089FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,015,279TotalAmt
Program Services$751,307ProgramServicesAmt
Management And General$182,750ManagementAndGeneralAmt
Fundraising$81,222FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,816,052TotalAmt
Program Services$1,343,879ProgramServicesAmt
Management And General$326,889ManagementAndGeneralAmt
Fundraising$145,284FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,711,012TotalAmt
Program Services$1,266,149ProgramServicesAmt
Management And General$307,982ManagementAndGeneralAmt
Fundraising$136,881FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$189,871TotalAmt
Program Services$140,504ProgramServicesAmt
Management And General$34,177ManagementAndGeneralAmt
Fundraising$15,190FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$151,651TotalAmt
Program Services$112,222ProgramServicesAmt
Management And General$27,297ManagementAndGeneralAmt
Fundraising$12,132FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$522,952TotalAmt
Management And General$522,952ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$143,129TotalAmt
Fundraising$143,129FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,385,398TotalAmt
Program Services$2,505,195ProgramServicesAmt
Management And General$609,371ManagementAndGeneralAmt
Fundraising$270,832FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,509,172TotalAmt
Program Services$1,116,787ProgramServicesAmt
Management And General$271,651ManagementAndGeneralAmt
Fundraising$120,734FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,950,708TotalAmt
Program Services$3,950,708ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$387,390TotalAmt
Program Services$286,669ProgramServicesAmt
Management And General$69,730ManagementAndGeneralAmt
Fundraising$30,991FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$254,393TotalAmt
Program Services$188,251ProgramServicesAmt
Management And General$45,791ManagementAndGeneralAmt
Fundraising$20,351FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$510,587TotalAmt
Program Services$510,587ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,234,223TotalAmt
Program Services$5,234,223ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$842,646TotalAmt
Program Services$623,558ProgramServicesAmt
Management And General$151,676ManagementAndGeneralAmt
Fundraising$67,412FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
COST OF GRANTS AND CONT$4,965,463$4,965,463
CUSTODIAL SERVICES$1,273,955$942,727$229,312$101,916
SUPPLIES$969,054$717,100$174,430$77,524
EQUIPMENT RENTAL AND MA$920,534$681,195$165,696$73,643

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,000,428TotalAmt
Program Services$3,815,804ProgramServicesAmt
Management And General$820,124ManagementAndGeneralAmt
Fundraising$364,500FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$55,331,416TotalAmt
Program Services$42,838,399ProgramServicesAmt
Management And General$8,463,757ManagementAndGeneralAmt
Fundraising$4,029,260FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,961,485BOYAmt
EOY$4,779,198EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,356,076BOYAmt
EOY$287,620EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,845,904BOYAmt
EOY$3,265,488EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,279BOYAmt
EOY$9,029EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$783,519BOYAmt
EOY$1,204,481EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$145,408,022LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$94,194,173LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$47,010,768BOYAmt
EOY$51,213,849EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$53,510,415BOYAmt
EOY$57,238,305EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,760,112BOYAmt
EOY$8,596,487EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$123,239,558BOYAmt
EOY$126,594,457EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,481,102BOYAmt
EOY$4,966,455EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,973,661BOYAmt
EOY$7,190,315EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,505,917BOYAmt
EOY$12,627,219EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,132,417BOYAmt
EOY$5,807,657EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,093,097BOYAmt
EOY$30,591,646EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$65,967,822BOYAmt
EOY$68,460,941EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,178,639BOYAmt
EOY$27,541,870EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$95,146,461BOYAmt
EOY$96,002,811EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$123,239,558BOYAmt
EOY$126,594,457EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$685,502ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,833,635NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$291,783OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$15,713,890CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,809,667CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,335,351CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,458,590CurrentTaxYearMinus1YearAmt
Current Tax Year$10,251,903CurrentTaxYearAmt
Total$102,569,401TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,713,890CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,809,667CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,335,351CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,458,590CurrentTaxYearMinus1YearAmt
Current Tax Year$10,251,903CurrentTaxYearAmt
Total$102,569,401TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,050,639SubstantialContributorsTotAmt
Public Support Total170$97,518,762PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$306,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$392,863CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$645,975CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,244,070CurrentTaxYearMinus1YearAmt
Current Tax Year$2,375,179CurrentTaxYearAmt
Total$5,964,622TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$676,376CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$505,521CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$799,729CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,125,450CurrentTaxYearMinus1YearAmt
Current Tax Year$1,403,787CurrentTaxYearAmt
Total$4,510,863TotalAmt
FieldValueIRS element (for citing)
Total Support$113,044,886TotalSupportAmt
Gross Receipts Rltd Activities$129,115,086GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86270PublicSupportCY170Pct
Public Support PY1700.86100PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$522,952FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$522,952FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$50,779,204FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$51,302,156FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$101,041CurrentYearMinus3Amt
Current Year Minus2$225,934CurrentYearMinus2Amt
Current Year Minus1$549,030CurrentYearMinus1Amt
Current Year$522,952CurrentYearAmt
Total$1,398,957TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Funds And Other Accounts Held160207FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Contri$300,000FundsAndOtherAccountsContriAmt
Funds And Other Accounts Grants-$263,440FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY$196,767FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,575,677BeginningYearBalanceAmt
Contributions$15,000ContributionsAmt
Investment Earnings Or Losses$3,109,612InvestmentEarningsOrLossesAmt
Other Expenditures$118,323OtherExpendituresAmt
End Year Balance$28,581,966EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,883,653BeginningYearBalanceAmt
Contributions$20,000ContributionsAmt
Investment Earnings Or Losses$2,789,180InvestmentEarningsOrLossesAmt
Other Expenditures$117,156OtherExpendituresAmt
End Year Balance$25,575,677EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,895,457BeginningYearBalanceAmt
Contributions$15,000ContributionsAmt
Investment Earnings Or Losses-$2,921,469InvestmentEarningsOrLossesAmt
Other Expenditures$105,335OtherExpendituresAmt
End Year Balance$22,883,653EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,133,053BeginningYearBalanceAmt
Contributions$15,112ContributionsAmt
Investment Earnings Or Losses$2,870,028InvestmentEarningsOrLossesAmt
Other Expenditures$122,736OtherExpendituresAmt
End Year Balance$25,895,457EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,857,094BeginningYearBalanceAmt
Contributions$15,000ContributionsAmt
Investment Earnings Or Losses$499,728InvestmentEarningsOrLossesAmt
Other Expenditures$238,769OtherExpendituresAmt
End Year Balance$23,133,053EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35130BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64870PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,235OtherCostOrOtherBasisAmt
Book Value$50,235BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$96,960,976OtherCostOrOtherBasisAmt
Depreciation$61,190,683DepreciationAmt
Book Value$35,770,293BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,074,528OtherCostOrOtherBasisAmt
Depreciation$4,265,771DepreciationAmt
Book Value$1,808,757BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,527,137OtherCostOrOtherBasisAmt
Depreciation$22,159,792DepreciationAmt
Book Value$10,367,345BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,795,146OtherCostOrOtherBasisAmt
Depreciation$6,577,927DepreciationAmt
Book Value$3,217,219BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$51,213,849TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST IN PERPETUAL TRUST$3,145,242
OPERATING LEASE RIGHT-OF-USE ASSETS$5,451,245
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,596,487TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$5,807,657Amt
FieldValueIRS element (for citing)
Total Liability$5,807,657TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$56,429,785TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,833,635NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$242,019DonatedServicesAndUseFcltsAmt
Other Revenue-$291,783OtherRevenueAmt
Revenue Not Reported$1,783,871RevenueNotReportedAmt
Revenue Subtotal$54,645,914RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$54,645,914TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$55,615,031TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$242,019DonatedServicesUseFcltsAmt
Other Expenses Included$41,596OtherExpensesIncludedAmt
Expenses Not Reported$283,615ExpensesNotReportedAmt
Expenses Subtotal$55,331,416ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$55,331,416TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO GENERATE EARNINGS TO SUPPORT VARIOUS MISSION RELATED PROGRAMS PER INTENT OF NAMED ENDOWMENT FUND AND GENERAL ADMINISTRATION.
PART X, LINE 2:THE AQUARIUM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE AQUARIUM HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATION AS TO WHAT INCOME IS RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, THE AQUARIUM HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE AQUARIUM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE AQUARIUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:LOSS ON VALUATION OF PENSION LIABILITY -433,612. NET CHANGE IN BENEFICIAL TRUST 141,829.
PART XII, LINE 2D - OTHER ADJUSTMENTS:MARINE LIFE CENTER EXPENSES 41,596.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SUB-SAHARAN AFRICA00GRANTMAKING$44,847
SOUTH AMERICA00GRANTMAKING$12,000
EAST ASIA AND THE PACIFIC00GRANTMAKING$34,243
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKING$28,550
NORTH AMERICA00GRANTMAKING$89,502
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$209,142SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$209,142TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (17 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
SUB-SAHARAN AFRICAMCAF (MARINE CONSERVATION ACTION FUND) AWARD: ISSAH IMCC CONFERENCE$6,186WIRE TRANSFER$0
NORTH AMERICAMCAF PASS-THROUGH DONATION$21,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAMCAF AWARD FOR SEA TURTLE CONSERVATION WORK$12,500WIRE TRANSFER$0
NORTH AMERICAMCAF AWARD FOR SEA TURTLE WORK$12,500WIRE TRANSFER$0
EAST ASIA AND THE PACIFICMCAF AWARD$15,000WIRE TRANSFER$0
NORTH AMERICAMCAF AWARD$12,500WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANMCAF AWARD WEBSITE SUPPORT$15,850WIRE TRANSFER$0
NORTH AMERICAMCAF TRAVEL AWARD$8,442WIRE TRANSFER$0
CENTRAL AMERICA AND THE CARIBBEANILILI TEAM MEETING ORGANIZATIONAL SUPPORT$12,700WIRE TRANSFER$0
NORTH AMERICAAWARD FOR MANTA RAY PROJECT$11,400WIRE TRANSFER$0
NORTH AMERICAMCAF AWARD$12,000WIRE TRANSFER$0
SOUTH AMERICAMCAF AWARD$12,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAMCAF AWARD$12,500WIRE TRANSFER$0
NORTH AMERICAMCAF AWARD$12,000WIRE TRANSFER$0
SUB-SAHARAN AFRICAMCAF AWARD FOR CAPE VERDE TURTLE WORK$13,661WIRE TRANSFER$0
NORTH AMERICAMCAF AWARD LIBERIA DISTANT WATER FISHING$12,500WIRE TRANSFER$0
EAST ASIA AND THE PACIFICMAPPING CRITICAL HABITATS TO SAFEGUARD THE CRITICALLY ENDANGERED RHINORAYS OF THE KARIMUNJAWA NATIONAL PARK, JAVA SEA$15,500WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org17Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES PERIODIC FINANCIAL AND PROGRAMMATIC REPORTS, ALONG WITH SUPPORTING DOCUMENTS AND THE IDENTIFICATION OF PROGRAM ACHIEVEMENTSExplanationTxt

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 (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ARTSMARKETING SERVICES INCBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1260 KING ST EAST STE 500AddressLine1Txt
CityTORONTOCityNm
Province Or StateONTARIOProvinceOrStateNm
CountryCACountryCd
Foreign PostalM5A 4L5ForeignPostalCd
FieldValueIRS element (for citing)
ActivityPHONE SOLICITATIONActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$204,073GrossReceiptsAmt
Retained By Contractor$143,129RetainedByContractorAmt
Net To Organization$60,944NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$204,073TotalGrossReceiptsAmt
Total Retained By Contractors$143,129TotalRetainedByContractorsAmt
Total Net To Organization$60,944TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWVLicensedStatesCd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
SPRUILL VERONIQUE N
PRESIDENT/CHIEF EXECUTIVE OFFICER$533,382$0$104,500$0$3,810$0$20,700$0$9,490$0$671,882$0$0$0
FONTES KIMBERLY A
CHIEF OF STAFF$312,514$0$21,275$0$1,290$0$18,576$0$0$0$353,655$0$0$0
LAFEIR LETISE
CHIEF CONSERVATION AND STEWARDSHIP O$316,664$0$22,050$0$450$0$9,861$0$1,333$0$350,358$0$0$0
MCCONNELL KATIE E
CHIEF, PEOPLE DIVERSITY OFFICER$276,574$0$16,100$0$300$0$17,560$0$0$0$310,534$0$0$0
MANDELMAN JOHN W
VP, CENTER OCEAN LIFE & CHIEF SCIENT$229,272$0$16,459$0$690$0$36,165$0$25,149$0$307,735$0$0$0
MATUS SUZANNE L
VP, MARKETING & COMM$261,422$0$18,550$0$450$0$15,380$0$4,118$0$299,920$0$0$0
WALSH BRIAN
VP, FINANCE PLANNING AND ANALYSIS$247,497$0$17,556$0$1,290$0$8,055$0$10,936$0$285,334$0$0$0
SCOTT ELIZABETH
VP, DEVELOPMENT$249,139$0$17,556$0$690$0$8,051$0$9,164$0$284,600$0$0$0
BAILEY BARBARA
VP, ANIMAL CARE$211,909$0$15,279$0$1,979$0$33,383$0$16,680$0$279,230$0$0$0
BATIE FERRIS
VP, CAMPUS OPERATIONS FACILITIES$226,000$0$15,820$0$450$0$0$0$0$0$242,270$0$0$0
HUNTER-DYSON LAUREN
FMR. CHIEF, PEOPLE DIVERSITY OFFICER$0$0$0$0$209,718$0$0$0$15,894$0$225,612$0$0$0
LOCKHART EMILEY
AVP, OCEAN SUSTAINABILITY, TECH/INNO$175,785$0$450$0$398$0$5,445$0$24,617$0$206,695$0$0$0
HAMER MARION S
AVP, IT$183,042$0$450$0$613$0$10,985$0$0$0$195,090$0$0$0
GRALLERT DELLA
AVP, SALES AND GUEST SERVICES$173,292$0$450$0$892$0$10,504$0$8,312$0$193,450$0$0$0
CAWSEY MARTIN
AVP CONTROLLER$167,908$0$450$0$1,659$0$4,598$0$16,899$0$191,514$0$0$0
KHALIL KATHAYOON
AVP, CONSERVATION LEARNING$160,449$0$6,050$0$212$0$4,996$0$8,615$0$180,322$0$0$0
MUSIOL JR RICHARD A
FORMER VP, EXTERNAL RELATIONS$35,508$0$0$0$109,588$0$0$0$1,962$0$147,058$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4ARICHARD A. MUSIOL JR. RECEIVED SEVERANCE IN THE AMOUNT OF $109,588 DURING CALENDAR YEAR 2024. LAURA HUNTER-DYSON RECEIVED SEVERANCE IN THE AMOUNT OF $213,593 LESS COST PAID FOR MEDICAL AND DENTAL OF $3,875 DURING CALENDAR YEAR 2024.
PART I, LINE 7THE $104,500 BONUS PAID TO THE CEO WAS APPROVED BY THE BOARD AND REFLECTS 100% OF HER ELIGIBLE BONUS FOR THE YEAR. IN ADDITION, A ONE-TIME BONUS PAYMENT WAS AWARDED TO ALL EMPLOYEES BELOW THE VICE PRESIDENT LEVEL DURING A CELEBRATION EVENT CALLED THANK YOU COD. FULL-TIME EMPLOYEES RECEIVED $450, AND PART-TIME EMPLOYEES RECEIVED $250, IN RECOGNITION OF THEIR CONTRIBUTIONS TO THE SUCCESSFUL REINSTATEMENT OF THE AQUARIUM'S AZA ACCREDITATION. VICE PRESIDENTS RECEIVED A ONE-TIME BONUS IN 2024 AS A SUBSTITUTE FOR A 2023 SALARY MERIT INCREASE, WHICH THEY DID NOT RECEIVE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND AQUARIUM ISSUE SERIES 2012BusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN042297514BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2012-11-01BondIssuedDt
Issue Price$19,730,000IssuePriceAmt
PurposeSEE PART VIPurposeDesc
Defeased0DefeasedInd
On Behalf Of IssuerYes (1)OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$19,385,000RetiredAmt
Total Proceeds$19,730,000TotalProceedsAmt
Issuance Costs From Proceeds$345,000IssuanceCostsFromProceedsAmt
Substantial Completion2012SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: NEW ENGLAND AQUARIUM ISSUE SERIES 2012 DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2022
SCHEDULE K, PART VITHE PURPOSE OF THIS BOND ISSUE WAS TO REFINANCE THE OUTSTANDING PRINCIPAL AMOUNT OF A LOAN MADE BY THE MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (THE AUTHORITY) TO THE ORGANIZATION FROM THE PROCEEDS OF THE AUTHORITY'S REVENUE BONDS, NEW ENGLAND AQUARIUM ISSUE SERIES 2007. A PORTION OF THE PROCEEDS OF THIS BOND ISSUE WAS ALSO USED TO PAY COSTS OF ISSUING THE BOND.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$1,010,143NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS OF GIFTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS MEMBERS BUT DOES NOT HAVE STOCKHOLDERS. MEMBERSHIP AT THE AQUARIUM PROVIDES LIMITED BENEFITS SUCH AS UNLIMITED VISITATION TO OUR EXHIBITS AND DISCOUNTS AT THE CAFE, GIFT SHOP AND SIMONS THEATER FOR A PERIOD OF 1 YEAR. MEMBERSHIP IS A MEANS OF PROVIDING MUCH NEEDED FINANCIAL SUPPORT TO THE ORGANIZATION AND EXPOSING PEOPLE TO OUR MISSION. HOWEVER, MEMBERSHIP DOES NOT PROVIDE ENTITLEMENTS OR RIGHTS SUCH AS ELECTING INDIVIDUALS TO THE GOVERNING BODY, ANY INFLUENCE IN ESTABLISHING POLICIES, PROCEDURES OR MANAGERIAL ACTIONS OR AN OWNERSHIP STAKE.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED AND REVIEWED BY INDEPENDENT PUBLIC ACCOUNTANTS WITH INFORMATION PROVIDED BY NEW ENGLAND AQUARIUM'S FINANCE DEPARTMENT. ONCE THE DOCUMENT IS CONSIDERED READY FOR REVIEW, COPIES (EXCLUDING SCHEDULE B) ARE DISTRIBUTED TO THE MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO A PREVIOUSLY SCHEDULED MEETING TO REVIEW IT. SCHEDULE B IS NOT INCLUDED FOR REVIEW IN ORDER TO RESPECT DONOR CONFIDENTIALITY AS REQUESTED BY SEVERAL DONORS. IN ADDITION TO THE FORM 990, A SUMMARY OF KEY ELEMENTS CONTAINED IN THE FORM 990 IS DISTRIBUTED TO FACILITATE THE REVIEW. A COPY OF FORM 990-T IS ALSO PROVIDED. DURING THE MEETING, THE TAX PROFESSIONAL FROM THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM AND MANAGEMENT LEADS THE COMMITTEE THROUGH THE SUMMARY DOCUMENT, PAUSING TO ADDRESS QUESTIONS AND FACILITATE DISCUSSION AS NECESSARY. MINUTES OF THE MEETING ARE PREPARED AND RETAINED AS A RECORD. ANY CHANGES RESULTING FROM THE REVIEW ARE INCORPORATED IN THE FORM 990 AND THE COMMITTEE CHAIR DISTRIBUTES THAT DOCUMENT (EXCLUDING SCHEDULE B, WHICH IS REDACTED TO HONOR THE REQUEST FOR CONFIDENTIALITY OF SEVERAL DONORS) TO THE FULL BOARD OF TRUSTEES WITH HIS/HER COMMENTS BEFORE IT IS FILED. THE FULL BOARD IS TYPICALLY GIVEN A WEEK TO TEN DAYS TO COMMENT PRIOR TO IT BEING FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12THE NEW ENGLAND AQUARIUM CONFLICT-OF-INTEREST POLICY WAS DISTRIBUTED TO ALL BOARD OF TRUSTEES MEMBERS AND KEY EMPLOYEES THROUGH A DOCUSIGN LINK IN THE FIRST QUARTER OF 2024.
FORM 990, PART VI, SECTION B, LINE 15THE CHAIR OF THE BOARD OF TRUSTEES APPOINTS A COMPENSATION COMMITTEE ON AN ANNUAL BASIS TO REVIEW AND MAKE RECOMMENDATIONS TO THE BOARD OF TRUSTEES REGARDING BASE COMPENSATION AND ANY BONUS OPPORTUNITY FOR THE CEO OF THE NEW ENGLAND AQUARIUM. THE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL REVIEW AND PROVIDES A MEMO TO THE BOARD OF TRUSTEES OUTLINING THE PROCESS AND CRITERIA USED TO ASSESS THE CEO'S PERFORMANCE AND THE DATA USED TO DETERMINE COMPENSATION. THE COMMITTEE THEN RECOMMENDS CEO COMPENSATION (BASE SALARY AND BONUS OPPORTUNITY) TO THE BOARD OF TRUSTEES (OR THE EXECUTIVE COMMITTEE ACTING ON BEHALF OF THE BOARD) FOR FINAL REVIEW AND APPROVAL DURING THE EXECUTIVE SESSION OF THE BOARD'S SPRING MEETING. THE BOARD OF TRUSTEES ALSO REVIEWS AND APPROVES ANY MAJOR CHANGES TO BENEFIT PLANS APPLICABLE TO THE CEO.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC BY REQUESTING THEM IN WRITING OR IN PERSON TO NEW ENGLAND AQUARIUM, 1 CENTRAL WHARF, BOSTON, MA 02110. THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.COM AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AS WELL.
FORM 990, PART XI, LINE 9:LOSS ON VALUATION OF PENSION LIABILITY -433,612. NET CHANGE IN BENEFICIAL TRUST 141,829.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND AQUARIUM MARINE LIFE CENTER INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1177 MILK STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021103399ZIPCd
FieldValueIRS element (for citing)
EIN223334951EIN
Primary ActivitiesESTABLISH & MAINTAIN A CTR FOR THE RESCUE, TREATMENT & REHAB OF MARINE ANIMPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND AQUARIUM MARINE LIFE CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeDTransactionTypeTxt
Involved$172,566InvolvedAmt
Method Of Amount DeterminationACTUAL EXPENSESMethodOfAmountDeterminationTxt