2025-10-22T15:05:46-05:00 2024-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-01-01 042297514 NEW ENGLAND AQUARIUM CORPORATION NEWE 6179735200 CENTRAL WHARF BOSTON MA 021103399 VERONIQUE N SPRUILL PRESIDENT/CHIEF EXECUTIVE OFFICER 6179735200 2025-10-14 1 1 BRENDA L BOOTH P01342395 6178075000 2025-10-14 2024 2025-03-06 01:10:19Z VERONIQUE N SPRUILL CENTRAL WHARF BOSTON MA 021103399 55007660 0 X WWW.NEAQ.ORG X 1957 MA 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. 19 18 407 575 0 0 23458590 10251903 32971433 35140767 2233026 2372904 6721706 6880340 65384755 54645914 238189 209142 0 0 23584341 24910720 125602 143129 4029260 29782696 30068425 53730828 55331416 11653927 -685502 123239558 126594457 28093097 30591646 95146461 96002811 X 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. 0 0 29558495 29565670 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. 6854144 209142 6766029 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. 4283840 4285621 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. 2141920 1403787 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. 2141920 1403787 42838399 1 1 0 1 0 1 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 0 1 407 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 1 0 0 1 1 0 0 0 1 1 0 1 1 1 1 0 AL AR CA CO CT FL GA HI IL KS KY MD MA MI MN MS MO NH NJ NM NY NC ND OH OR PA SC TN VA WA WV WI X BRIAN WALSH 6172262320 CENTRAL WHARF BOSTON MA 02110 BECHHOFER DAVID TRUSTEE 2.00 X 0 0 0 BURTON THOMAS R TRUSTEE 4.00 X X 0 0 0 CABOT LINDA N TRUSTEE 2.00 X 0 0 0 CHASE JARED A TRUSTEE 2.00 X X 0 0 0 CHEN ROBERT TRUSTEE 1.00 X 0 0 0 DEVILLARS JOHN TRUSTEE 1.00 X 0 0 0 DYNNER LISA TRUSTEE 1.00 X 0 0 0 EISENSON BARBARA TRUSTEE 2.00 X 0 0 0 GOOD NICK TRUSTEE 2.00 X 0 0 0 HOLDING PAMELA R TRUSTEE 2.00 X 0 0 0 LEVENTHAL ALEXANDER D TRUSTEE 1.00 X 0 0 0 MUI RAYMOND F TRUSTEE 2.00 X X 0 0 0 OBI NICOLE TRUSTEE 1.00 X 0 0 0 PEACHER ANNE B TRUSTEE 2.00 X 0 0 0 SLATER SAMUEL TRUSTEE 1.00 X 0 0 0 SWETT BRIAN TRUSTEE 1.00 X 0 0 0 TRUMBULL ROBERT C TRUSTEE 3.00 X 0 0 0 WELD WILLIAM H TRUSTEE 1.00 X 0 0 0 WILDE PETER O TRUSTEE (UNTIL 05/24) 1.00 X 0 0 0 SPRUILL VERONIQUE N PRESIDENT/CHIEF EXECUTIVE OFFICER 39.00 1.00 X X 641692 0 30190 WALSH BRIAN VP, FINANCE PLANNING AND ANALYSIS 40.00 X 266343 0 18991 BAILEY BARBARA VP, ANIMAL CARE 40.00 X 229167 0 50063 BATIE FERRIS VP, CAMPUS OPERATIONS FACILITIES 40.00 X 242270 0 0 FONTES KIMBERLY A CHIEF OF STAFF 40.00 X 335079 0 18576 LAFEIR LETISE CHIEF CONSERVATION AND STEWARDSHIP OFFICER 40.00 X 339164 0 11194 MANDELMAN JOHN W VP, CENTER OCEAN LIFE & CHIEF SCIENTIST 40.00 X 246421 0 61314 MATUS SUZANNE L VP, MARKETING & COMM 40.00 X 280422 0 19498 MCCONNELL KATIE E CHIEF, PEOPLE DIVERSITY OFFICER 40.00 X 292974 0 17560 SCOTT ELIZABETH VP, DEVELOPMENT 40.00 X 267385 0 17215 CAWSEY MARTIN AVP CONTROLLER 40.00 X 170017 0 21497 GRALLERT DELLA AVP, SALES AND GUEST SERVICES 40.00 X 174634 0 18816 HAMER MARION S AVP, IT 40.00 X 184105 0 10985 KHALIL KATHAYOON AVP, CONSERVATION LEARNING 40.00 X 166711 0 13611 LOCKHART EMILEY AVP, OCEAN SUSTAINABILITY, TECH/INNO 40.00 X 176633 0 30062 HUNTER-DYSON LAUREN FMR. CHIEF, PEOPLE DIVERSITY OFFICER 40.00 X 209718 0 15894 MUSIOL JR RICHARD A FORMER VP, EXTERNAL RELATIONS 40.00 X 145096 0 1962 4367831 0 357428 54 1 1 0 C & W FACILITY SERVICES INC 4002 SOLUTIONS CENTER CHICAGO IL 60672 CLEANING COMPANY 1264333 CONNELLY PARTNERS 46 WALTHAM ST BOSTON MA 02118 ADVERTISING AGENCY 1040740 GRAIN EXCHANGE 177 MILK STREET BOSTON MA 02109 RENT 1039213 SECURITAS SECURITY SERVICES USA INC 30 WINTER PLACE BOSTON MA 02108 SECURITY SERVICES 792445 SCHULTZ & WILLIAMS INC ONE PENN CENTER PHILADELPHIA PA 19103 STAFFING SOLUTIONS 456168 13 2983010 897565 6371328 1010143 10251903 ADMISSIONS 900099 29565670 29565670 RESEARCH, CONSERVATION, ED. 900099 5575097 5575097 35140767 2375179 2375179 359471 361746 -2275 -2275 -2275 5476553 0 5476553 5476553 FEES 900099 785055 785055 CORPORATE SPONSORSHIP 900099 431562 431562 MISCELLANEOUS INCOME 900099 187170 187170 1403787 54645914 42021107 0 2372904 209142 209142 3367260 896102 1463728 1007430 17001117 12580827 3060201 1360089 1015279 751307 182750 81222 1816052 1343879 326889 145284 1711012 1266149 307982 136881 189871 140504 34177 15190 151651 112222 27297 12132 522952 522952 143129 143129 3385398 2505195 609371 270832 1509172 1116787 271651 120734 3950708 3950708 387390 286669 69730 30991 254393 188251 45791 20351 510587 510587 5234223 5234223 842646 623558 151676 67412 COST OF GRANTS AND CONT 4965463 4965463 CUSTODIAL SERVICES 1273955 942727 229312 101916 SUPPLIES 969054 717100 174430 77524 EQUIPMENT RENTAL AND MA 920534 681195 165696 73643 5000428 3815804 820124 364500 55331416 42838399 8463757 4029260 6961485 4779198 1356076 287620 4845904 3265488 11279 9029 783519 1204481 145408022 94194173 47010768 51213849 53510415 57238305 8760112 8596487 123239558 126594457 5481102 4966455 2973661 7190315 13505917 12627219 6132417 5807657 28093097 30591646 X 65967822 68460941 29178639 27541870 95146461 96002811 123239558 126594457 X -685502 1833635 -291783 X 0 1 X 1 1 1 X 15713890 26809667 26335351 23458590 10251903 102569401 15713890 26809667 26335351 23458590 10251903 102569401 5050639 97518762 306535 392863 645975 2244070 2375179 5964622 676376 505521 799729 1125450 1403787 4510863 113044886 129115086 0.86270 0.86100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 522952 522952 50779204 51302156 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 101041 225934 549030 522952 1398957 250000 250000 250000 250000 1000000 1500000 160207 300000 -263440 196767 1 1 25575677 15000 3109612 118323 28581966 22883653 20000 2789180 117156 25575677 25895457 15000 -2921469 105335 22883653 23133053 15112 2870028 122736 25895457 22857094 15000 499728 238769 23133053 0.35130 0.64870 1 0 50235 50235 96960976 61190683 35770293 6074528 4265771 1808757 32527137 22159792 10367345 9795146 6577927 3217219 51213849 BENEFICIAL INTEREST IN PERPETUAL TRUST 3145242 OPERATING LEASE RIGHT-OF-USE ASSETS 5451245 8596487 OPERATING LEASE LIABILITY 5807657 5807657 X 56429785 1833635 242019 -291783 1783871 54645914 0 54645914 55615031 242019 41596 283615 55331416 0 55331416 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. 1 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 44847 SOUTH AMERICA 0 0 GRANTMAKING 12000 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 34243 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 28550 NORTH AMERICA 0 0 GRANTMAKING 89502 0 0 0 0 0 0 209142 0 209142 SUB-SAHARAN AFRICA MCAF (MARINE CONSERVATION ACTION FUND) AWARD: ISSAH IMCC CONFERENCE 6186 WIRE TRANSFER 0 NORTH AMERICA MCAF PASS-THROUGH DONATION 21000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA MCAF AWARD FOR SEA TURTLE CONSERVATION WORK 12500 WIRE TRANSFER 0 NORTH AMERICA MCAF AWARD FOR SEA TURTLE WORK 12500 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC MCAF AWARD 15000 WIRE TRANSFER 0 NORTH AMERICA MCAF AWARD 12500 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN MCAF AWARD WEBSITE SUPPORT 15850 WIRE TRANSFER 0 NORTH AMERICA MCAF TRAVEL AWARD 8442 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN ILILI TEAM MEETING ORGANIZATIONAL SUPPORT 12700 WIRE TRANSFER 0 NORTH AMERICA AWARD FOR MANTA RAY PROJECT 11400 WIRE TRANSFER 0 NORTH AMERICA MCAF AWARD 12000 WIRE TRANSFER 0 SOUTH AMERICA MCAF AWARD 12000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA MCAF AWARD 12500 WIRE TRANSFER 0 NORTH AMERICA MCAF AWARD 12000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA MCAF AWARD FOR CAPE VERDE TURTLE WORK 13661 WIRE TRANSFER 0 NORTH AMERICA MCAF AWARD LIBERIA DISTANT WATER FISHING 12500 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC MAPPING CRITICAL HABITATS TO SAFEGUARD THE CRITICALLY ENDANGERED RHINORAYS OF THE KARIMUNJAWA NATIONAL PARK, JAVA SEA 15500 WIRE TRANSFER 0 17 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES PERIODIC FINANCIAL AND PROGRAMMATIC REPORTS, ALONG WITH SUPPORTING DOCUMENTS AND THE IDENTIFICATION OF PROGRAM ACHIEVEMENTS X X X X X X X 1 ARTSMARKETING SERVICES INC 260 KING ST EAST STE 500 TORONTO ONTARIO CA M5A 4L5 PHONE SOLICITATION 0 204073 143129 60944 204073 143129 60944 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT WA WI WV X X X X X 1 0 0 0 0 0 0 1 0 SPRUILL VERONIQUE N PRESIDENT/CHIEF EXECUTIVE OFFICER 533382 0 104500 0 3810 0 20700 0 9490 0 671882 0 0 0 FONTES KIMBERLY A CHIEF OF STAFF 312514 0 21275 0 1290 0 18576 0 0 0 353655 0 0 0 LAFEIR LETISE CHIEF CONSERVATION AND STEWARDSHIP O 316664 0 22050 0 450 0 9861 0 1333 0 350358 0 0 0 MCCONNELL KATIE E CHIEF, PEOPLE DIVERSITY OFFICER 276574 0 16100 0 300 0 17560 0 0 0 310534 0 0 0 MANDELMAN JOHN W VP, CENTER OCEAN LIFE & CHIEF SCIENT 229272 0 16459 0 690 0 36165 0 25149 0 307735 0 0 0 MATUS SUZANNE L VP, MARKETING & COMM 261422 0 18550 0 450 0 15380 0 4118 0 299920 0 0 0 WALSH BRIAN VP, FINANCE PLANNING AND ANALYSIS 247497 0 17556 0 1290 0 8055 0 10936 0 285334 0 0 0 SCOTT ELIZABETH VP, DEVELOPMENT 249139 0 17556 0 690 0 8051 0 9164 0 284600 0 0 0 BAILEY BARBARA VP, ANIMAL CARE 211909 0 15279 0 1979 0 33383 0 16680 0 279230 0 0 0 BATIE FERRIS VP, CAMPUS OPERATIONS FACILITIES 226000 0 15820 0 450 0 0 0 0 0 242270 0 0 0 HUNTER-DYSON LAUREN FMR. CHIEF, PEOPLE DIVERSITY OFFICER 0 0 0 0 209718 0 0 0 15894 0 225612 0 0 0 LOCKHART EMILEY AVP, OCEAN SUSTAINABILITY, TECH/INNO 175785 0 450 0 398 0 5445 0 24617 0 206695 0 0 0 HAMER MARION S AVP, IT 183042 0 450 0 613 0 10985 0 0 0 195090 0 0 0 GRALLERT DELLA AVP, SALES AND GUEST SERVICES 173292 0 450 0 892 0 10504 0 8312 0 193450 0 0 0 CAWSEY MARTIN AVP CONTROLLER 167908 0 450 0 1659 0 4598 0 16899 0 191514 0 0 0 KHALIL KATHAYOON AVP, CONSERVATION LEARNING 160449 0 6050 0 212 0 4996 0 8615 0 180322 0 0 0 MUSIOL JR RICHARD A FORMER VP, EXTERNAL RELATIONS 35508 0 0 0 109588 0 0 0 1962 0 147058 0 0 0 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. A NEW ENGLAND AQUARIUM ISSUE SERIES 2012 042297514 000000000 2012-11-01 19730000 SEE PART VI 0 1 0 A 19385000 19730000 345000 2012 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 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. X 14 1010143 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS OF GIFTS. 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. NEW ENGLAND AQUARIUM MARINE LIFE CENTER INC 177 MILK STREET BOSTON MA 021103399 223334951 ESTABLISH & MAINTAIN A CTR FOR THE RESCUE, TREATMENT & REHAB OF MARINE ANIM MA 501(C)(3) LINE 12A, I N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NEW ENGLAND AQUARIUM MARINE LIFE CENTER D 172566 ACTUAL EXPENSES