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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-22T15:05:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 17TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042297514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 6179735200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERONIQUE N SPRUILL | PersonNm |
| Person Title | PRESIDENT/CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6179735200 | PhoneNum |
| Signature | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2025-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VERONIQUE N SPRUILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $55,007,660 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEAQ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE 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 Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 407 | TotalEmployeeCnt |
| Total Volunteers | 575 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,458,590 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,251,903 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,971,433 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,140,767 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,233,026 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,372,904 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,721,706 | PYOtherRevenueAmt |
| CY Other Revenue | $6,880,340 | CYOtherRevenueAmt |
| PY Total Revenue | $65,384,755 | PYTotalRevenueAmt |
| CY Total Revenue | $54,645,914 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $238,189 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $209,142 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,584,341 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,910,720 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $125,602 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $143,129 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,029,260 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,782,696 | PYOtherExpensesAmt |
| CY Other Expenses | $30,068,425 | CYOtherExpensesAmt |
| PY Total Expenses | $53,730,828 | PYTotalExpensesAmt |
| CY Total Expenses | $55,331,416 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,653,927 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$685,502 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $123,239,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,594,457 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,093,097 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,591,646 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,146,461 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,002,811 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,558,495 | ExpenseAmt |
| Revenue | $29,565,670 | RevenueAmt |
| Desc | EXHIBITION: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,854,144 | ExpenseAmt |
| Grant | $209,142 | GrantAmt |
| Revenue | $6,766,029 | RevenueAmt |
| Desc | SCIENTIFIC 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,283,840 | ExpenseAmt |
| Revenue | $4,285,621 | RevenueAmt |
| Desc | 2024 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,141,920 | ExpenseAmt |
| Revenue | $1,403,787 | RevenueAmt |
| Desc | WE 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,141,920 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,403,787 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $42,838,399 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 407 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN WALSH | PersonNm |
| Phone | 6172262320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRAL WHARF | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BECHHOFER DAVID | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| BURTON THOMAS R | ||||||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| CABOT LINDA N | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| CHASE JARED A | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| CHEN ROBERT | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DEVILLARS JOHN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DYNNER LISA | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| EISENSON BARBARA | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| GOOD NICK | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| HOLDING PAMELA R | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| LEVENTHAL ALEXANDER D | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| MUI RAYMOND F | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| OBI NICOLE | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| PEACHER ANNE B | ||||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| SLATER SAMUEL | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SWETT BRIAN | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| TRUMBULL ROBERT C | ||||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| WELD WILLIAM H | ||||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| WILDE PETER O | ||||||||||
| TRUSTEE (UNTIL 05/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SPRUILL VERONIQUE N | ||||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | 39.00 | Yes (X) | $641,692 | $0 | $30,190 | Yes (X) | 1.00 | |||
| WALSH BRIAN | ||||||||||
| VP, FINANCE PLANNING AND ANALYSIS | 40.00 | $266,343 | $0 | $18,991 | Yes (X) | |||||
| BAILEY BARBARA | ||||||||||
| VP, ANIMAL CARE | 40.00 | $229,167 | $0 | $50,063 | Yes (X) | |||||
| BATIE FERRIS | ||||||||||
| VP, CAMPUS OPERATIONS FACILITIES | 40.00 | $242,270 | $0 | $0 | Yes (X) | |||||
| FONTES KIMBERLY A | ||||||||||
| CHIEF OF STAFF | 40.00 | $335,079 | $0 | $18,576 | Yes (X) | |||||
| LAFEIR LETISE | ||||||||||
| CHIEF CONSERVATION AND STEWARDSHIP OFFICER | 40.00 | $339,164 | $0 | $11,194 | Yes (X) | |||||
| MANDELMAN JOHN W | ||||||||||
| VP, CENTER OCEAN LIFE & CHIEF SCIENTIST | 40.00 | $246,421 | $0 | $61,314 | Yes (X) | |||||
| MATUS SUZANNE L | ||||||||||
| VP, MARKETING & COMM | 40.00 | $280,422 | $0 | $19,498 | Yes (X) | |||||
| MCCONNELL KATIE E | ||||||||||
| CHIEF, PEOPLE DIVERSITY OFFICER | 40.00 | $292,974 | $0 | $17,560 | Yes (X) | |||||
| SCOTT ELIZABETH | ||||||||||
| VP, DEVELOPMENT | 40.00 | $267,385 | $0 | $17,215 | Yes (X) | |||||
| CAWSEY MARTIN | ||||||||||
| AVP CONTROLLER | 40.00 | $170,017 | $0 | $21,497 | Yes (X) | |||||
| GRALLERT DELLA | ||||||||||
| AVP, SALES AND GUEST SERVICES | 40.00 | $174,634 | $0 | $18,816 | Yes (X) | |||||
| HAMER MARION S | ||||||||||
| AVP, IT | 40.00 | $184,105 | $0 | $10,985 | Yes (X) | |||||
| KHALIL KATHAYOON | ||||||||||
| AVP, CONSERVATION LEARNING | 40.00 | $166,711 | $0 | $13,611 | Yes (X) | |||||
| LOCKHART EMILEY | ||||||||||
| AVP, OCEAN SUSTAINABILITY, TECH/INNO | 40.00 | $176,633 | $0 | $30,062 | Yes (X) | |||||
| HUNTER-DYSON LAUREN | ||||||||||
| FMR. CHIEF, PEOPLE DIVERSITY OFFICER | 40.00 | $209,718 | $0 | $15,894 | Yes (X) | |||||
| MUSIOL JR RICHARD A | ||||||||||
| FORMER VP, EXTERNAL RELATIONS | 40.00 | $145,096 | $0 | $1,962 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,367,831 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $357,428 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 54 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| C & W FACILITY SERVICES INC | |||||
| 4002 SOLUTIONS CENTER | CHICAGO | IL | 60672 | CLEANING COMPANY | $1,264,333 |
| CONNELLY PARTNERS | |||||
| 46 WALTHAM ST | BOSTON | MA | 02118 | ADVERTISING AGENCY | $1,040,740 |
| GRAIN EXCHANGE | |||||
| 177 MILK STREET | BOSTON | MA | 02109 | RENT | $1,039,213 |
| SECURITAS SECURITY SERVICES USA INC | |||||
| 30 WINTER PLACE | BOSTON | MA | 02108 | SECURITY SERVICES | $792,445 |
| SCHULTZ & WILLIAMS INC | |||||
| ONE PENN CENTER | PHILADELPHIA | PA | 19103 | STAFFING SOLUTIONS | $456,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,983,010 | MembershipDuesAmt |
| Government Grants | $897,565 | GovernmentGrantsAmt |
| All Other Contributions | $6,371,328 | AllOtherContributionsAmt |
| Noncash Contributions | $1,010,143 | NoncashContributionsAmt |
| Total Contributions | $10,251,903 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $29,565,670 | $29,565,670 |
| RESEARCH, CONSERVATION, ED. | 900099 | $5,575,097 | $5,575,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,140,767 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,375,179 | TotalRevenueColumnAmt |
| Exclusion | $2,375,179 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $359,471 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $361,746 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,275 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,275 | TotalRevenueColumnAmt |
| Exclusion | -$2,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,476,553 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,476,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,476,553 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES | 900099 | $785,055 | $785,055 |
| CORPORATE SPONSORSHIP | 900099 | $431,562 | $431,562 |
| MISCELLANEOUS INCOME | 900099 | $187,170 | $187,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,403,787 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,645,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,021,107 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,372,904 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,142 | TotalAmt |
| Program Services | $209,142 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,367,260 | TotalAmt |
| Program Services | $896,102 | ProgramServicesAmt |
| Management And General | $1,463,728 | ManagementAndGeneralAmt |
| Fundraising | $1,007,430 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,001,117 | TotalAmt |
| Program Services | $12,580,827 | ProgramServicesAmt |
| Management And General | $3,060,201 | ManagementAndGeneralAmt |
| Fundraising | $1,360,089 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,279 | TotalAmt |
| Program Services | $751,307 | ProgramServicesAmt |
| Management And General | $182,750 | ManagementAndGeneralAmt |
| Fundraising | $81,222 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,052 | TotalAmt |
| Program Services | $1,343,879 | ProgramServicesAmt |
| Management And General | $326,889 | ManagementAndGeneralAmt |
| Fundraising | $145,284 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,711,012 | TotalAmt |
| Program Services | $1,266,149 | ProgramServicesAmt |
| Management And General | $307,982 | ManagementAndGeneralAmt |
| Fundraising | $136,881 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,871 | TotalAmt |
| Program Services | $140,504 | ProgramServicesAmt |
| Management And General | $34,177 | ManagementAndGeneralAmt |
| Fundraising | $15,190 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,651 | TotalAmt |
| Program Services | $112,222 | ProgramServicesAmt |
| Management And General | $27,297 | ManagementAndGeneralAmt |
| Fundraising | $12,132 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,952 | TotalAmt |
| Management And General | $522,952 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,129 | TotalAmt |
| Fundraising | $143,129 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,385,398 | TotalAmt |
| Program Services | $2,505,195 | ProgramServicesAmt |
| Management And General | $609,371 | ManagementAndGeneralAmt |
| Fundraising | $270,832 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,509,172 | TotalAmt |
| Program Services | $1,116,787 | ProgramServicesAmt |
| Management And General | $271,651 | ManagementAndGeneralAmt |
| Fundraising | $120,734 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,950,708 | TotalAmt |
| Program Services | $3,950,708 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,390 | TotalAmt |
| Program Services | $286,669 | ProgramServicesAmt |
| Management And General | $69,730 | ManagementAndGeneralAmt |
| Fundraising | $30,991 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,393 | TotalAmt |
| Program Services | $188,251 | ProgramServicesAmt |
| Management And General | $45,791 | ManagementAndGeneralAmt |
| Fundraising | $20,351 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,587 | TotalAmt |
| Program Services | $510,587 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,234,223 | TotalAmt |
| Program Services | $5,234,223 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,646 | TotalAmt |
| Program Services | $623,558 | ProgramServicesAmt |
| Management And General | $151,676 | ManagementAndGeneralAmt |
| Fundraising | $67,412 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000,428 | TotalAmt |
| Program Services | $3,815,804 | ProgramServicesAmt |
| Management And General | $820,124 | ManagementAndGeneralAmt |
| Fundraising | $364,500 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,331,416 | TotalAmt |
| Program Services | $42,838,399 | ProgramServicesAmt |
| Management And General | $8,463,757 | ManagementAndGeneralAmt |
| Fundraising | $4,029,260 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,961,485 | BOYAmt |
| EOY | $4,779,198 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,356,076 | BOYAmt |
| EOY | $287,620 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,845,904 | BOYAmt |
| EOY | $3,265,488 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,279 | BOYAmt |
| EOY | $9,029 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,519 | BOYAmt |
| EOY | $1,204,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $145,408,022 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,194,173 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,010,768 | BOYAmt |
| EOY | $51,213,849 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,510,415 | BOYAmt |
| EOY | $57,238,305 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,760,112 | BOYAmt |
| EOY | $8,596,487 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,239,558 | BOYAmt |
| EOY | $126,594,457 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,481,102 | BOYAmt |
| EOY | $4,966,455 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,973,661 | BOYAmt |
| EOY | $7,190,315 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,505,917 | BOYAmt |
| EOY | $12,627,219 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,132,417 | BOYAmt |
| EOY | $5,807,657 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,093,097 | BOYAmt |
| EOY | $30,591,646 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,967,822 | BOYAmt |
| EOY | $68,460,941 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,178,639 | BOYAmt |
| EOY | $27,541,870 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,146,461 | BOYAmt |
| EOY | $96,002,811 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,239,558 | BOYAmt |
| EOY | $126,594,457 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$685,502 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,833,635 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$291,783 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,713,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,809,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,335,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,458,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,251,903 | CurrentTaxYearAmt |
| Total | $102,569,401 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,713,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,809,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,335,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,458,590 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,251,903 | CurrentTaxYearAmt |
| Total | $102,569,401 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,050,639 | SubstantialContributorsTotAmt |
| Public Support Total170 | $97,518,762 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $306,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $392,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $645,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,244,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,375,179 | CurrentTaxYearAmt |
| Total | $5,964,622 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $676,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $505,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $799,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,125,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,403,787 | CurrentTaxYearAmt |
| Total | $4,510,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $113,044,886 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $129,115,086 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $522,952 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $522,952 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,779,204 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,302,156 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $101,041 | CurrentYearMinus3Amt |
| Current Year Minus2 | $225,934 | CurrentYearMinus2Amt |
| Current Year Minus1 | $549,030 | CurrentYearMinus1Amt |
| Current Year | $522,952 | CurrentYearAmt |
| Total | $1,398,957 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 160207 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $300,000 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | -$263,440 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $196,767 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,575,677 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,109,612 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $118,323 | OtherExpendituresAmt |
| End Year Balance | $28,581,966 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,883,653 | BeginningYearBalanceAmt |
| Contributions | $20,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,789,180 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $117,156 | OtherExpendituresAmt |
| End Year Balance | $25,575,677 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,895,457 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,921,469 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $105,335 | OtherExpendituresAmt |
| End Year Balance | $22,883,653 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,133,053 | BeginningYearBalanceAmt |
| Contributions | $15,112 | ContributionsAmt |
| Investment Earnings Or Losses | $2,870,028 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,736 | OtherExpendituresAmt |
| End Year Balance | $25,895,457 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,857,094 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $499,728 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $238,769 | OtherExpendituresAmt |
| End Year Balance | $23,133,053 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35130 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64870 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,235 | OtherCostOrOtherBasisAmt |
| Book Value | $50,235 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,960,976 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,190,683 | DepreciationAmt |
| Book Value | $35,770,293 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,074,528 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,265,771 | DepreciationAmt |
| Book Value | $1,808,757 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,527,137 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,159,792 | DepreciationAmt |
| Book Value | $10,367,345 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,795,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,577,927 | DepreciationAmt |
| Book Value | $3,217,219 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $51,213,849 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $3,145,242 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $5,451,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,596,487 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $5,807,657 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,807,657 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $56,429,785 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,833,635 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $242,019 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$291,783 | OtherRevenueAmt |
| Revenue Not Reported | $1,783,871 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,645,914 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $54,645,914 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,615,031 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $242,019 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $41,596 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $283,615 | ExpensesNotReportedAmt |
| Expenses Subtotal | $55,331,416 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,331,416 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $44,847 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $12,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $34,243 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | $28,550 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $89,502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $209,142 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $209,142 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (17 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | MCAF (MARINE CONSERVATION ACTION FUND) AWARD: ISSAH IMCC CONFERENCE | $6,186 | WIRE TRANSFER | $0 |
| NORTH AMERICA | MCAF PASS-THROUGH DONATION | $21,000 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA | MCAF AWARD FOR SEA TURTLE CONSERVATION WORK | $12,500 | WIRE TRANSFER | $0 |
| NORTH AMERICA | MCAF AWARD FOR SEA TURTLE WORK | $12,500 | WIRE TRANSFER | $0 |
| EAST ASIA AND THE PACIFIC | MCAF AWARD | $15,000 | WIRE TRANSFER | $0 |
| NORTH AMERICA | MCAF AWARD | $12,500 | WIRE TRANSFER | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | MCAF AWARD WEBSITE SUPPORT | $15,850 | WIRE TRANSFER | $0 |
| NORTH AMERICA | MCAF TRAVEL AWARD | $8,442 | WIRE TRANSFER | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | ILILI TEAM MEETING ORGANIZATIONAL SUPPORT | $12,700 | WIRE TRANSFER | $0 |
| NORTH AMERICA | AWARD FOR MANTA RAY PROJECT | $11,400 | WIRE TRANSFER | $0 |
| NORTH AMERICA | MCAF AWARD | $12,000 | WIRE TRANSFER | $0 |
| SOUTH AMERICA | MCAF AWARD | $12,000 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA | MCAF AWARD | $12,500 | WIRE TRANSFER | $0 |
| NORTH AMERICA | MCAF AWARD | $12,000 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA | MCAF AWARD FOR CAPE VERDE TURTLE WORK | $13,661 | WIRE TRANSFER | $0 |
| NORTH AMERICA | MCAF AWARD LIBERIA DISTANT WATER FISHING | $12,500 | WIRE TRANSFER | $0 |
| EAST ASIA AND THE PACIFIC | MAPPING CRITICAL HABITATS TO SAFEGUARD THE CRITICALLY ENDANGERED RHINORAYS OF THE KARIMUNJAWA NATIONAL PARK, JAVA SEA | $15,500 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES PERIODIC FINANCIAL AND PROGRAMMATIC REPORTS, ALONG WITH SUPPORTING DOCUMENTS AND THE IDENTIFICATION OF PROGRAM ACHIEVEMENTS | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTSMARKETING SERVICES INC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 KING ST EAST STE 500 | AddressLine1Txt |
| City | TORONTO | CityNm |
| Province Or State | ONTARIO | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | M5A 4L5 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $204,073 | GrossReceiptsAmt |
| Retained By Contractor | $143,129 | RetainedByContractorAmt |
| Net To Organization | $60,944 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $204,073 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $143,129 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $60,944 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | RICHARD 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 7 | THE $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM ISSUE SERIES 2012 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042297514 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2012-11-01 | BondIssuedDt |
| Issue Price | $19,730,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $19,385,000 | RetiredAmt |
| Total Proceeds | $19,730,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $345,000 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: NEW ENGLAND AQUARIUM ISSUE SERIES 2012 DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2022 |
| SCHEDULE K, PART VI | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,010,143 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS OF GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE 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 11B | THE 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 12 | THE 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 15 | THE 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 19 | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM MARINE LIFE CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MILK STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223334951 | EIN |
| Primary Activities | ESTABLISH & MAINTAIN A CTR FOR THE RESCUE, TREATMENT & REHAB OF MARINE ANIM | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND AQUARIUM MARINE LIFE CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $172,566 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL EXPENSES | MethodOfAmountDeterminationTxt |