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Nonprofiteer
← MONTEREY BAY AQUARIUM FOUNDATION

Form 990 for tax year 2022

Filed by MONTEREY BAY AQUARIUM FOUNDATION.

Totals

Total revenue
$208,463,349
Total expenses
$92,597,542
Contributions and grants received
$65,111,538
Grants paid
$255,598
Program service revenue
$57,368,044
Investment income
$84,696,477
Other revenue
$1,287,290
Total assets, end of year
$663,947,623
Total liabilities, end of year
$21,778,069
Net assets or fund balances, end of year
$642,169,554
Program services expenses (Part IX)
$75,382,736
Management and general expenses
$11,872,372
Fundraising expenses
$5,342,434
Program service expenses (Part III)
$75,382,736

Program services were 81.4% 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
    $407,007
    From this org
    $370,571
    From related orgs
    $0
    Other
    $36,436
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $365,323
    Bonus
    $2,000
    Other
    $3,248
    Deferred
    $24,015
    Nontaxable benefits
    $12,421
    Filer's total
    $407,007

  • Stephen C Neal

    Chairman

    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

    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

  • Margaret Caldwell

    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

    Total calculated
    $0
    Hours/week
    1

  • Samantha Campbell

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Susan Orr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tegan Acton

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • William Landreth

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Barbara Wright

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Vernon

    Chief Operating Officer

    Total calculated
    $354,552
    From this org
    $308,056
    From related orgs
    $0
    Other
    $46,496
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $300,301
    Bonus
    $4,000
    Other
    $3,755
    Deferred
    $20,492
    Nontaxable benefits
    $26,004
    Filer's total
    $354,552

  • Robert Young

    Vice President of Finance / interim CFO (beg June 2022)

    Total calculated
    $236,934
    From this org
    $187,063
    From related orgs
    $0
    Other
    $49,871
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $182,452
    Bonus
    $4,000
    Other
    $611
    Deferred
    $13,584
    Nontaxable benefits
    $36,287
    Filer's total
    $236,934

  • Troy A Grande

    CFO & Treasurer (thru June 2022)

    Total calculated
    $207,542
    From this org
    $176,456
    From related orgs
    $0
    Other
    $31,086
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $170,667
    Bonus
    $5,000
    Other
    $789
    Deferred
    $12,515
    Nontaxable benefits
    $18,571
    Filer's total
    $207,542

  • Cristina Fekeci

    Chief Development Officer

    Total calculated
    $431,621
    From this org
    $393,481
    From related orgs
    $0
    Other
    $38,140
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $355,726
    Bonus
    $34,000
    Other
    $3,755
    Deferred
    $23,608
    Nontaxable benefits
    $14,532
    Filer's total
    $431,621

  • Jon Hoech

    VP of Animal Care

    Total calculated
    $239,401
    From this org
    $202,880
    From related orgs
    $0
    Other
    $36,521
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,334
    Bonus
    $4,500
    Other
    $3,046
    Deferred
    $14,058
    Nontaxable benefits
    $22,463
    Filer's total
    $239,401

  • Margaret Spring

    Chief Conservation&Sci Officer

    Total calculated
    $281,333
    From this org
    $240,378
    From related orgs
    $0
    Other
    $40,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,829
    Bonus
    $4,000
    Other
    $2,549
    Deferred
    $16,504
    Nontaxable benefits
    $24,451
    Filer's total
    $281,333

  • Marian Martha Hahn

    Chief Marketing Officer

    Total calculated
    $362,305
    From this org
    $325,824
    From related orgs
    $0
    Other
    $36,481
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,564
    Bonus
    $13,172
    Other
    $2,088
    Deferred
    $21,782
    Nontaxable benefits
    $14,699
    Filer's total
    $362,305

  • Mary-Beth Redmond-Jones

    VP of Exhibitions & Facilities

    Total calculated
    $222,050
    From this org
    $204,107
    From related orgs
    $0
    Other
    $17,943
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,773
    Bonus
    $5,000
    Other
    $2,334
    Deferred
    $13,977
    Nontaxable benefits
    $3,966
    Filer's total
    $222,050

  • Teresa Jeanine Merry

    Chief Human Resources Officer

    Total calculated
    $265,049
    From this org
    $226,156
    From related orgs
    $0
    Other
    $38,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,528
    Bonus
    $4,000
    Other
    $3,628
    Deferred
    $15,445
    Nontaxable benefits
    $23,448
    Filer's total
    $265,049

  • Aimee David

    VP US & CA Ocean Conservation

    Total calculated
    $215,003
    From this org
    $189,433
    From related orgs
    $0
    Other
    $25,570
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,973
    Bonus
    $5,000
    Other
    $1,460
    Deferred
    $13,078
    Nontaxable benefits
    $12,492
    Filer's total
    $215,003

  • Ann Dabovich

    VP of Gift Planning

    Total calculated
    $224,454
    From this org
    $197,790
    From related orgs
    $0
    Other
    $26,664
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,618
    Bonus
    $4,000
    Other
    $3,172
    Deferred
    $13,619
    Nontaxable benefits
    $13,045
    Filer's total
    $224,454

  • David Rosenberg

    VP of Guest Experience

    Total calculated
    $198,989
    From this org
    $185,244
    From related orgs
    $0
    Other
    $13,745
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,091
    Bonus
    $4,500
    Other
    $1,653
    Deferred
    $12,727
    Nontaxable benefits
    $1,018
    Filer's total
    $198,989

  • Jennifer Dianto Kemmerly

    VP of Global Ocean Initiatives

    Total calculated
    $240,172
    From this org
    $208,835
    From related orgs
    $0
    Other
    $31,337
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,601
    Bonus
    $4,000
    Other
    $1,234
    Deferred
    $14,559
    Nontaxable benefits
    $16,778
    Filer's total
    $240,172

  • Robert Mann

    VP of Technology

    Total calculated
    $227,951
    From this org
    $178,439
    From related orgs
    $0
    Other
    $49,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,631
    Bonus
    $4,000
    Other
    $808
    Deferred
    $13,061
    Nontaxable benefits
    $36,451
    Filer's total
    $227,951

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, and on a Form 990-PF Part VIII's — 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 2022 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
ALL INDIVIDUALS LISTED IN PART VII SECTION A, LINE 1A WITH REPORTABLE COMPENSATION RECEIVED A DISCRETIONARY BONUS DURING 2022. THIS ORGANIZATION-WIDE BONUS WAS DETERMINED BY THE BOARD OF DIRECTORS AND ARE 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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349311300

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

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