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Nonprofiteer
← MONTEREY BAY AQUARIUM FOUNDATION

Form 990 for tax year 2023

Filed by MONTEREY BAY AQUARIUM FOUNDATION.

Totals

Total revenue
$155,905,897
Total expenses
$108,770,852
Contributions and grants received
$70,908,550
Grants paid
$733,951
Program services expenses (Part IX)
$89,017,731
Management and general expenses
$13,461,634
Fundraising expenses
$6,291,487
Program service expenses (Part III)
$89,017,731

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Julie Packard

    Executive Director

    Total calculated
    $444,520
    From this org
    $399,916
    From related orgs
    $0
    Other
    $44,604
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $394,090
    Bonus
    $1,500
    Other
    $4,326
    Deferred
    $31,675
    Nontaxable benefits
    $12,929
    Filer's total
    $444,520

  • Stephen C Neal

    Chairman (thru June 2023) / Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tegan Acton

    Trustee / Chairman (beg June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Ben Jealous

    Trustee (Beg June 2023, thru Nov 2023)

    Total calculated
    $0
    Hours/week
    1

  • Caroline Getty

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Chris Scholin

    Ex-Officio Trustee

    Total calculated
    $0
    Hours/week
    1

  • Connie Martinez

    Trustee (thru June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Eric Jensen

    Trustee (beg Mar 2023)

    Total calculated
    $0
    Hours/week
    1

  • Gideon Yu

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Greg Silverman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lisa White

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Louise Stephens

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark Wan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Martha Martinez

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael Mantell

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mike Gupta

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • MRC Greenwood

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Pietro Parravano

    Trustee (thru June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Samantha Campbell

    Trustee (thru Sept 2023)

    Total calculated
    $0
    Hours/week
    1

  • Susan Orr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • William Landreth

    Trustee (thru June 2023)

    Total calculated
    $0
    Hours/week
    1

  • Ann Marie Nemanich

    Chief Financial Officer (beg Feb 2023)

    Total calculated
    $305,868
    From this org
    $285,068
    From related orgs
    $0
    Other
    $20,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,463
    Bonus
    $33,000
    Other
    $2,605
    Deferred
    $8,308
    Nontaxable benefits
    $12,492
    Filer's total
    $305,868

  • Armando Vidal-Arata

    Exec. Office Ops Mgr

    Total calculated
    $100,342
    From this org
    $82,881
    From related orgs
    $0
    Other
    $17,461
    Hours/week
    40

  • Barbara Wright

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Bradley Rutherford

    Exec. VP and Deputy Dir. (Beg Nov 2023)

    Total calculated
    $66,283
    From this org
    $66,283
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Cynthia Vernon

    Chief Operating Officer (thru Jan 2023)

    Total calculated
    $107,807
    From this org
    $95,020
    From related orgs
    $0
    Other
    $12,787
    Hours/week
    40

  • Karin I Kiessling

    Board & Exec Office Sr Mg

    Total calculated
    $132,578
    From this org
    $112,533
    From related orgs
    $0
    Other
    $20,045
    Hours/week
    40

  • Robert T Young

    VP of Finance

    Total calculated
    $337,737
    From this org
    $281,093
    From related orgs
    $0
    Other
    $56,644
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,778
    Bonus
    $84,302
    Other
    $1,013
    Deferred
    $16,929
    Nontaxable benefits
    $39,715
    Filer's total
    $337,737

  • Christina Fekeci

    Chief Development Officer

    Total calculated
    $441,848
    From this org
    $396,707
    From related orgs
    $0
    Other
    $45,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $379,880
    Bonus
    $12,172
    Other
    $4,655
    Deferred
    $30,658
    Nontaxable benefits
    $14,483
    Filer's total
    $441,848

  • Dana M Allen-Greil

    Chief Marketing Officer

    Total calculated
    $299,689
    From this org
    $242,202
    From related orgs
    $0
    Other
    $57,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,492
    Bonus
    $3,000
    Other
    $1,710
    Deferred
    $19,942
    Nontaxable benefits
    $37,545
    Filer's total
    $299,689

  • Jon Hoech

    VP of Animal Care

    Total calculated
    $261,617
    From this org
    $219,817
    From related orgs
    $0
    Other
    $41,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,365
    Bonus
    $3,000
    Other
    $4,452
    Deferred
    $17,480
    Nontaxable benefits
    $24,320
    Filer's total
    $261,617

  • Margaret Spring

    Chief Conservation&Sci Officer

    Total calculated
    $299,320
    From this org
    $252,510
    From related orgs
    $0
    Other
    $46,810
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,796
    Bonus
    $3,000
    Other
    $2,714
    Deferred
    $20,400
    Nontaxable benefits
    $26,410
    Filer's total
    $299,320

  • Mary Beth Redmond-Jones

    VP of Exhibitions

    Total calculated
    $230,463
    From this org
    $209,752
    From related orgs
    $0
    Other
    $20,711
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,459
    Bonus
    $3,000
    Other
    $3,293
    Deferred
    $16,521
    Nontaxable benefits
    $4,190
    Filer's total
    $230,463

  • Teresa J Merry

    Chief Human Resources Officer

    Total calculated
    $281,400
    From this org
    $238,213
    From related orgs
    $0
    Other
    $43,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,576
    Bonus
    $3,000
    Other
    $4,637
    Deferred
    $18,942
    Nontaxable benefits
    $24,245
    Filer's total
    $281,400

  • Aimee L David

    VP US & CA Ocean Conservation

    Total calculated
    $226,820
    From this org
    $197,625
    From related orgs
    $0
    Other
    $29,195
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,236
    Bonus
    $3,000
    Other
    $2,389
    Deferred
    $15,646
    Nontaxable benefits
    $13,549
    Filer's total
    $226,820

  • Ann Dabovich

    VP of Gift Planning

    Total calculated
    $231,057
    From this org
    $201,807
    From related orgs
    $0
    Other
    $29,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,522
    Bonus
    $3,000
    Other
    $4,285
    Deferred
    $15,829
    Nontaxable benefits
    $13,421
    Filer's total
    $231,057

  • David E Rosenberg

    VP of Guest Experience

    Total calculated
    $209,762
    From this org
    $193,155
    From related orgs
    $0
    Other
    $16,607
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,488
    Bonus
    $3,000
    Other
    $2,667
    Deferred
    $15,039
    Nontaxable benefits
    $1,568
    Filer's total
    $209,762

  • Jennifer Dianto Kemmerly

    VP of Global Ocean Initiatives

    Total calculated
    $255,961
    From this org
    $221,466
    From related orgs
    $0
    Other
    $34,495
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,483
    Bonus
    $3,000
    Other
    $1,983
    Deferred
    $17,829
    Nontaxable benefits
    $16,666
    Filer's total
    $255,961

  • Pauline J Parrish

    Controller

    Total calculated
    $235,097
    From this org
    $210,869
    From related orgs
    $0
    Other
    $24,228
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,092
    Bonus
    $3,000
    Other
    $1,777
    Deferred
    $9,047
    Nontaxable benefits
    $15,181
    Filer's total
    $235,097

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
CERTAIN EMPLOYEES RECEIVED TAX GROSS-UP PAYMENTS FOR MILESTONE SERVICE AWARDS RECEIVED DURING THE COURSE OF THE 2023 CALENDAR YEAR. SUCH PAYMENTS WERE TREATED AS TAXABLE INCOME ON THE EMPLOYEE'S FORM W-2 AND REPORTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN B(III).
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
AS PART OF THE AQUARIUM'S WELLNESS PROGRAM, ALL EMPLOYEES (INCLUDING THE LISTED EMPLOYEES IN PART VII, SECTION A) ARE ELIGIBLE TO RECEIVE A SUBSIDY FOR FITNESS CENTER DUES IF THE EMPLOYEE MEETS CERTAIN WELLNESS PROGRAM REQUIREMENTS. SINCE THIS TYPE OF SUBSIDY IS CONSIDERED A TAXABLE FRINGE BENEFIT, THE AQUARIUM GROSSES-UP THESE SUBSIDIES TO COVER THE EMPLOYEE'S TAXES. SUCH PAYMENTS WERE TREATED AS TAXABLE INCOME ON THE EMPLOYEE'S FORM W-2 AND REPORTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN B(III).
Schedule J, Part I, Line 7 Non-fixed payments
Certain Officers were awarded a sign on or stay bonus during 2023 as determined by the Board of directors. This Bonus is included in the amount REPORTED ON FORM 990, SCHEDULE J, PART II, COLUMN B(II).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349311398

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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