Form 990 for tax year 2022
Filed by CALIFORNIA ACADEMY OF SCIENCES.
Totals
- Total revenue
- $71,497,681
- Total expenses
- $101,030,361
- Contributions and grants received
- $36,715,874
- Grants paid
- $290,548
- Program service revenue
- $27,711,258
- Investment income
- $6,453,746
- Other revenue
- $616,803
- Total assets, end of year
- $761,119,834
- Total liabilities, end of year
- $298,769,332
- Net assets or fund balances, end of year
- $462,350,502
- Program services expenses (Part IX)
- $75,406,063
- Management and general expenses
- $19,400,398
- Fundraising expenses
- $6,223,900
- Program service expenses (Part III)
- $75,406,063
Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$8,115,550
-
1c · Fundraising events
$1,851,077
-
1e · Government grants (contributions)
$11,762,311
-
1f · All other contributions, gifts and grants
$14,986,936
-
1g · Noncash contributions included above
$598,020
-
2a · Program service revenue: ADMISSIONS
total $21,617,209 · related or exempt $21,617,209
-
2b · Program service revenue: AUXILIARY ACTIVITIES
total $6,094,049 · related or exempt $6,094,049
-
3 · Investment income
total $8,675,907 · unrelated business -$143,150 · excluded $8,819,057
-
5 · Royalties
total $370,508 · related or exempt $312,981 · excluded $57,527
-
7a · Gross sales of assets other than inventory
securities $186,157,203
-
7b · Less cost or other basis and sales expenses
securities $188,379,364
-
7c · Gain or loss
securities -$2,222,161
-
7d · Net gain or loss
total -$2,222,161 · excluded -$2,222,161
-
8a · Fundraising events: gross income
$271,725
-
8a · Fundraising events: contributions included on line 1c
$1,851,077
-
8b · Fundraising events: direct expenses
$822,000
-
8c · Net income from fundraising events
total -$550,275 · excluded -$550,275
-
10a · Gross sales of inventory
$1,258
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $1,258 · related or exempt $1,258
-
11a · Other revenue: CAFE COMMISSIONS
total $795,312 · excluded $795,312
-
11e · Other revenue, total
$795,312
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $290,548 · program services $290,548
-
5 · Compensation of officers, directors and key employees
total $5,024,641 · program services $1,825,687 · management and general $2,566,592 · fundraising $632,362
-
7 · Other salaries and wages
total $35,879,557 · program services $28,214,012 · management and general $4,815,460 · fundraising $2,850,085
-
8 · Pension plan contributions
total $1,454,645 · program services $1,068,279 · management and general $262,522 · fundraising $123,844
-
9 · Other employee benefits
total $5,499,227 · program services $4,038,586 · management and general $992,455 · fundraising $468,186
-
10 · Payroll taxes
total $2,868,088 · program services $2,106,300 · management and general $517,609 · fundraising $244,179
-
11b · Fees: legal
total $335,211 · program services $12,204 · management and general $323,007
-
11c · Fees: accounting
total $232,409 · management and general $232,409
-
11d · Fees: lobbying
total $152,233 · management and general $152,233
-
11e · Fees: professional fundraising services
total $379,713 · fundraising $379,713
-
11f · Fees: investment management
total $1,587,242 · program services $299,585 · management and general $814,628 · fundraising $473,029
-
11g · Fees: other
total $7,369,254 · program services $5,412,773 · management and general $1,531,226 · fundraising $425,255
-
12 · Advertising and promotion
total $4,557,842 · program services $4,484,622 · management and general $46,271 · fundraising $26,949
-
13 · Office expenses
total $2,541,547 · program services $1,651,151 · management and general $207,541 · fundraising $682,855
-
14 · Information technology
total $1,479,532 · program services $990,317 · management and general $448,527 · fundraising $40,688
-
15 · Royalties
total $33,961 · program services $16,243 · management and general $14,577 · fundraising $3,141
-
16 · Occupancy
total $4,986,583 · program services $4,135,683 · management and general $812,490 · fundraising $38,410
-
17 · Travel
total $1,066,516 · program services $788,238 · management and general $173,615 · fundraising $104,663
-
19 · Conferences, conventions and meetings
total $164,179 · program services $84,267 · management and general $66,239 · fundraising $13,673
-
20 · Interest
total $8,219,284 · program services $6,697,490 · management and general $1,455,000 · fundraising $66,794
-
22 · Depreciation, depletion and amortization
total $12,598,213 · program services $10,285,627 · management and general $2,210,008 · fundraising $102,578
-
23 · Insurance
total $804,824 · program services $110 · management and general $804,714
-
24a · Other expenses: EQUIPMENT
total $2,760,985 · program services $1,923,036 · management and general $550,480 · fundraising $287,469
-
24b · Other expenses: PARTICIPANT SUPPORT
total $487,825 · program services $450,020 · management and general $66 · fundraising $37,739
-
24c · Other expenses: ANIMAL SUPPORT
total $393,751 · program services $382,402 · management and general $10,844 · fundraising $505
-
24d · Other expenses: FUNDRAISING EVENTS EXPE
total -$822,000 · fundraising -$822,000
-
24e · All other expenses
total $684,551 · program services $248,883 · management and general $391,885 · fundraising $43,783
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $44,892 · end of year $55,786
-
2 · Savings and temporary cash investments
beginning of year $3,575,844 · end of year $2,046,257
-
3 · Pledges and grants receivable
beginning of year $24,209,296 · end of year $20,858,591
-
4 · Accounts receivable
beginning of year $1,074,862 · end of year $1,219,177
-
5 · Loans and receivables from officers and key people
beginning of year $2,500 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $136,025 · end of year $501,377
-
8 · Inventories for sale or use
beginning of year $31,942 · end of year $29,943
-
9 · Prepaid expenses and deferred charges
beginning of year $602,998 · end of year $748,683
-
10a · Land, buildings and equipment: cost or other basis
$504,454,011
-
10b · Land, buildings and equipment: accumulated depreciation
$221,129,612
-
10c · Land, buildings and equipment, net
beginning of year $292,219,868 · end of year $283,324,399
-
11 · Investments: publicly traded securities
beginning of year $323,931,771 · end of year $297,557,512
-
12 · Investments: other securities
beginning of year $128,079,559 · end of year $146,843,335
-
15 · Other assets
beginning of year $2,523,215 · end of year $7,934,774
-
17 · Accounts payable and accrued expenses
beginning of year $6,185,994 · end of year $6,435,263
-
19 · Deferred revenue
beginning of year $6,716,672 · end of year $8,516,677
-
20 · Tax-exempt bond liabilities
beginning of year $279,770,529 · end of year $280,534,196
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $900,000
-
25 · Other liabilities
beginning of year $2,310,687 · end of year $2,383,196
-
27 · Net assets without donor restrictions
beginning of year $332,489,788 · end of year $310,503,936
-
28 · Net assets with donor restrictions
beginning of year $148,959,102 · end of year $151,846,566
Mission and programs · 2022
Mission
THE ACADEMY IS A RENOWNED SCIENTIFIC AND EDUCATIONAL INSTITUTION WITH A MISSION TO REGENERATE THE NATURAL WORLD THROUGH SCIENCE, LEARNING, AND COLLABORATION. BASED IN SAN FRANCISCO'S GOLDEN GATE PARK, IT IS HOME TO A WORLD-CLASS AQUARIUM, PLANETARIUM, RAINFOREST, AND NATURAL HISTORY MUSEUM AS WELL AS INNOVATIVE PROGRAMS IN SCIENTIFIC RESEARCH AND ENVIRONMENTAL EDUCATION, ALL UNDER ONE LIVING ROOF. THROUGH GLOBAL EXPEDITIONS, SCIENTIFIC RESEARCH, AND STRATEGIC AREAS OF FOCUS ON ISLANDS, CORAL REEFS, AND THE STATE OF CALIFORNIA, ACADEMY SCIENTISTS STRIVE TO GATHER NEW KNOWLEDGE ABOUT LIFE'S DIVERSITY AND THE PROCESS OF EVOLUTION AND RAPIDLY APPLY THAT UNDERSTANDING TO OUR EFFORTS TO REGENERATE THE NATURAL WORLD. THROUGH EXHIBITIONS, EDUCATIONAL PROGRAMS, AND PARTNERSHIPS THAT ADDRESS THESE SAME TOPICS- DELIVERED TO THE PUBLIC ON-SITE AT THE ACADEMY'S WORLD-CLASS AQUARIUM, PLANETARIUM, RAINFOREST, AND NATURAL HISTORY MUSEUM, IN THE COMMUNITY, IN BIODIVERSITY HOTSPOTS AROUND THE WORLD.
Activities or mission (Part I)
TO REGENERATE THE NATURAL WORLD THROUGH SCIENCE, LEARNING, AND COLLABORATION
-
EXHIBITS AND PUBLIC ENGAGEMENT: THE ALL-DIGITAL MORRISON PLANETARIUM USES CUTTING EDGE VISUALIZATIONS AND SCIENTIFIC DATA TO SHARE CURRENT DISCOVERIES AND INCREASE SCIENCE LITERACY THROUGH IMMERSIVE SHOWS THAT ROTATE THROUGHOUT THE YEAR. THE HIDDEN WONDERS EXHIBIT PROVIDES AN UNPRECEDENTED PEEK AT SOME OF THE STANDOUT SPECIMENS FROM OUR SCIENTIFIC COLLECTIONS-INCLUDING SOME ON VIEW FOR THE VERY FIRST TIME. BUGS ENABLES VISITORS TO SEE THE WORLD FROM INSECTS' POINT OF VIEW, AND LEARN HOW THEY'VE EVOLVED THEIR UNIQUE ADAPTATIONS AND BEHAVIORS. THE GIANTS OF LAND AND SEA EXHIBIT CELEBRATES NORTHERN CALIFORNIA'S ICONIC NATURAL PHENOMENA LIKE REDWOODS, MARINE MAMMALS, AND FOG. THE COLOR OF LIFE EXHIBIT EXPLORES THE ROLE OF COLOR IN THE NATURAL WORLD WITH VIBRANT LIVE ANIMALS, SPECIMENS, AND IMMERSIVE INTERACTIVITIES. GEMS AND MINERALS UNEARTHED SHOWCASES SPECIMENS FROM THE ACADEMY'S RENOWNED GEOLOGY COLLECTION. BIGPICTURE SHOWCASES WINNING IMAGES FROM THE ACADEMY'S ANNUAL, INTERNATIONAL WILDLIFE PHOTOGRAPHY COMPETITION WITH A DISPLAY THAT ROTATES ANNUALLY.
Expenses $29,905,647 · Grants $900 · Revenue $3,863,556
-
BIODIVERSITY SCIENCE AND SUSTAINABILITY: THE ACADEMY'S INSTITUTE FOR BIODIVERSITY SCIENCE AND SUSTAINABILITY (IBSS) IS HOME TO MORE THAN 100 WORLD-CLASS SCIENTISTS, OVER 100 RESEARCH ASSOCIATES GLOBALLY, AND MORE THAN 500 DISTINGUISHED FELLOWS WHO GATHER NEW KNOWLEDGE ABOUT LIFE'S DIVERSITY AND THE PROCESS OF EVOLUTION AND RAPIDLY APPLY THAT UNDERSTANDING TO OUR EFFORTS TO REGENERATE THE NATURAL WORLD. THROUGH INNOVATIVE PARTNERSHIPS AND COMMUNITY ENGAGEMENT INITIATIVES, THEY ALSO GUIDE CRITICAL CONSERVATION DECISIONS WORLDWIDE, INSPIRE AND MENTOR THE NEXT GENERATION OF SCIENTISTS, AND FOSTER RESPONSIBLE STEWARDSHIP OF OUR PLANET SO THAT HUMANS AND NATURE CAN THRIVE TOGETHER.
Expenses $22,166,505 · Grants $268,028 · Revenue $425,832
-
AQUARIUM: THE STEINHART AQUARIUM IS HOME TO 60,000 LIVE ANIMALS REPRESENTING MORE THAN 1,000 UNIQUE SPECIES, AND ITS INNOVATIVE EXHIBITS INCLUDE THE LARGEST AND DEEPEST INDOOR CORAL REEF IN THE WORLD. THE FOUR-STORY RAINFOREST HAS FREE-FLYING BIRDS AND BUTTERFLIES AND EXOTIC REPTILES AND AMPHIBIANS. IN ADDITION TO DELIGHTING GUESTS WITH ITS LIVING COLLECTIONS, FOR DECADES THE AQUARIUM HAS PLAYED A CRITICAL ROLE IN SPECIES SURVIVAL PLANS FOR ENDANGERED ANIMALS LIKE ITS CHARISMATIC COLONY OF AFRICAN PENGUINS. FOR MORE THAN 25 YEARS, THE STEINHART AQUARIUM HAS PROUDLY HELD THE GOLD STANDARD ACCREDITATION FROM THE ASSOCIATION OF ZOOS AND AQUARIUMS, A STAMP OF APPROVAL RESERVED FOR FACILITIES THAT EMBODY THE VERY BEST IN ANIMAL CARE AND WELFARE, CONSERVATION, AND EDUCATION.
Expenses $14,667,494 · Revenue $90,644
-
EDUCATION AND OUTREACH: THE ACADEMY IS AN INNOVATIVE LEADER IN EFFORTS TO INCREASE SCIENTIFIC AND ENVIRONMENTAL LITERACY WORLDWIDE. THE MUSEUM IS HOME TO SCIENCE EDUCATORS AND COMMUNICATORS AS WELL AS HIGHLY TRAINED DOCENTS WHO ENGAGE PEOPLE OF ALL AGES-HERE IN CALIFORNIA AND AROUND THE WORLD-IN THE SCIENTIFIC CONCEPTS AND ISSUES THAT WILL SHAPE OUR FUTURE. THROUGH INTENSIVE PARTNERSHIPS WITH SCHOOLS AND TEACHERS, INNOVATIVE PROGRAMS FOR ALL AGES, ENGAGING ONLINE LEARNING AND DIGITAL MEDIA OFFERINGS, AND IMMERSIVE SCIENCE VISUALIZATION PRODUCTIONS, ACADEMY EDUCATORS WORK TO INCREASE THE PUBLIC'S UNDERSTANDING AND APPRECIATION OF THE NATURAL WORLD AND INSPIRE PARTICIPANTS TO TAKE ACTION ON BEHALF OF THE RICH DIVERSITY OF LIFE ON EARTH.VOLUNTEERS HELP SUPPORT THE ACADEMY ANNUALLY AND PROVIDE A CONNECTION BETWEEN THE DIVERSE BAY AREA COMMUNITY AND THE ACADEMY'S MUSEUM, RESEARCH, AND ADMINISTRATION. AS ONE OF THE BAY AREA'S LEADING CULTURAL INSTITUTIONS DEDICATED TO OPENING ITS DOORS TO THE ENTIRE COMMUNITY, THE ACADEMY OFFERS A VARIETY OF FREE AND REDUCED ADMISSION OPPORTUNITIES AND ACCESS PROGRAMS TO SERVE ALL VISITORS.
Expenses $4,737,079 · Grants $21,620 · Revenue $3,982,664
-
MEMBERSHIP: THE ACADEMY'S MEMBERSHIP PROGRAM PROVIDES YEAR ROUND ACCESS TO OUR OFFERINGS TO NEARLY 40,000 HOUSEHOLDS. THROUGH THEIR MONTHLY AND ANNUAL GIFTS, MEMBERS SUPPORT THE ACADEMY'S MISSION TO REGENERATE THE NATURAL WORLD THROUGH SCIENCE, LEARNING, AND COLLABORATION. ON AVERAGE, ACADEMY MEMBERS VISIT BETWEEN TWO AND THREE TIMES A YEAR, PARTICIPATING IN OUR PUBLIC PROGRAMS, EXPLORING THE ICONIC EXHIBITS, SUCH AS THE STEINHART AQUARIUM AND RAINFOREST, ATTENDING WORKSHOPS AND LECTURES, AND SHARING THE EXPERIENCE WITH THEIR FRIENDS AND FAMILIES. A SIGNIFICANT NUMBER OF THE ACADEMY'S MEMBERS HAVE BEEN A PART OF THE ACADEMY "FAMILY" FOR MANY GENERATIONS.
Expenses $3,929,338
-
ADMISSIONS
Revenue $19,662,801
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Charles MarshallCHARLES MARSHALL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth BlackburnELIZABETH BLACKBURN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Dan JanneyDAN JANNEY
CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Gary SteeleGARY STEELE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Derek MitchellDEREK MITCHELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.5
-
Nicole ArdoinNICOLE ARDOIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Corey GarzaCOREY GARZA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Adam GazzaleyADAM GAZZALEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey KoseffJEFFREY KOSEFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christopher SchellCHRISTOPHER SCHELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lisa WhiteLISA WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Felicia ChiuFELICIA CHIU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
John GoldmanJOHN GOLDMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
John AdamsJOHN ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kian BeyzaviKIAN BEYZAVI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Nathan BrostromNATHAN BROSTROM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
John DwyerJOHN DWYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Marc EbbinMARC EBBIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris FieldCHRIS FIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jack ForestellJACK FORESTELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Laura FurstenthalLAURA FURSTENTHAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Gary HallGARY HALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kevin HartzKEVIN HARTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Tessa HillTESSA HILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve KawaSTEVE KAWA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Nicole LacobNICOLE LACOB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Rebecca LinREBECCA LIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Chrissy LuoCHRISSY LUO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Larry MiaoLARRY MIAO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael MillmanMICHAEL MILLMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Marie O'Gara LipmanMARIE O'GARA LIPMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Carla PetermanCARLA PETERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrew J SchwabANDREW J SCHWAB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Mike SweeneyMIKE SWEENEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Bill Younger JrBILL YOUNGER JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kirsten RhodesKIRSTEN RHODES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Ron ZeffRON ZEFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Nick GiovanniNICK GIOVANNI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Zack LaraZACK LARA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott SampsonSCOTT SAMPSON
EXECUTIVE DIRECTOR
- Total calculated
- $872,728
- From this org
- $632,626
- From related orgs
- $0
- Other
- $240,102
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $484,458
- Bonus
- $145,000
- Other
- $3,168
- Deferred
- $15,250
- Nontaxable benefits
- $224,852
- Filer's total
- $872,728
-
Mathew LauMATHEW LAU
INTERIM CHIEF FINANCIAL OFFICER
- Total calculated
- $240,642
- From this org
- $214,912
- From related orgs
- $0
- Other
- $25,730
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $214,420
- Bonus
- $0
- Other
- $492
- Deferred
- $10,349
- Nontaxable benefits
- $15,381
- Filer's total
- $240,642
-
Melissa FelderMELISSA FELDER
CHIEF EXPERIENCE OFFICER
- Total calculated
- $413,548
- From this org
- $364,092
- From related orgs
- $0
- Other
- $49,456
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $362,028
- Bonus
- $0
- Other
- $2,064
- Deferred
- $15,250
- Nontaxable benefits
- $34,206
- Filer's total
- $413,548
-
Mary NemerovMARY NEMEROV
CHIEF PHILANTHROPY OFFICER
- Total calculated
- $370,544
- From this org
- $354,198
- From related orgs
- $0
- Other
- $16,346
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $353,094
- Bonus
- $0
- Other
- $1,104
- Deferred
- $15,250
- Nontaxable benefits
- $1,096
- Filer's total
- $370,544
-
Shannon BennettSHANNON BENNETT
CHIEF OF SCIENCE & DEAN OF RSRCH
- Total calculated
- $341,152
- From this org
- $288,010
- From related orgs
- $0
- Other
- $53,142
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $282,510
- Bonus
- $0
- Other
- $5,500
- Deferred
- $14,538
- Nontaxable benefits
- $38,604
- Filer's total
- $341,152
-
Ike KwonIKE KWON
COO/HEAD OF GOV AFFRS (THRU 3/23)
- Total calculated
- $334,386
- From this org
- $284,166
- From related orgs
- $0
- Other
- $50,220
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $283,085
- Bonus
- $0
- Other
- $1,081
- Deferred
- $14,716
- Nontaxable benefits
- $35,504
- Filer's total
- $334,386
-
Michael CostanzoMICHAEL COSTANZO
GENERAL COUNSEL & CHIEF OF STAFF
- Total calculated
- $306,535
- From this org
- $253,838
- From related orgs
- $0
- Other
- $52,697
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $252,894
- Bonus
- $0
- Other
- $944
- Deferred
- $12,505
- Nontaxable benefits
- $40,192
- Filer's total
- $306,535
-
Amy MillerAMY MILLER
INTERIM DEAN OF EDUCATION
- Total calculated
- $240,379
- From this org
- $196,574
- From related orgs
- $0
- Other
- $43,805
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,125
- Bonus
- $0
- Other
- $449
- Deferred
- $8,613
- Nontaxable benefits
- $35,192
- Filer's total
- $240,379
-
Luiz RochaLUIZ ROCHA
CURATOR, ICHTHYOLOGY
- Total calculated
- $321,859
- From this org
- $271,873
- From related orgs
- $0
- Other
- $49,986
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $262,533
- Bonus
- $0
- Other
- $9,340
- Deferred
- $11,453
- Nontaxable benefits
- $38,533
- Filer's total
- $321,859
-
Cathy EstelleCATHY ESTELLE
DRCTR OF SALES/BUSINESS PRTNRSHPS
- Total calculated
- $277,917
- From this org
- $234,622
- From related orgs
- $0
- Other
- $43,295
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,278
- Bonus
- $71,791
- Other
- $553
- Deferred
- $5,349
- Nontaxable benefits
- $37,946
- Filer's total
- $277,917
-
Bart ShepherdBART SHEPHERD
SR DIRECTOR OF STEINHART AQUARIUM
- Total calculated
- $285,455
- From this org
- $232,452
- From related orgs
- $0
- Other
- $53,003
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,665
- Bonus
- $0
- Other
- $787
- Deferred
- $11,671
- Nontaxable benefits
- $41,332
- Filer's total
- $285,455
-
Ryan WyattRYAN WYATT
SR DIRECTOR, MORRISON PLANETARIUM
- Total calculated
- $243,942
- From this org
- $226,302
- From related orgs
- $0
- Other
- $17,640
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,496
- Bonus
- $0
- Other
- $806
- Deferred
- $865
- Nontaxable benefits
- $16,775
- Filer's total
- $243,942
-
Donna DibartolomeoDONNA DIBARTOLOMEO
SENIOR DIRECTOR OF EXHIBITS
- Total calculated
- $227,082
- From this org
- $208,887
- From related orgs
- $0
- Other
- $18,195
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,443
- Bonus
- $15,000
- Other
- $444
- Deferred
- $0
- Nontaxable benefits
- $18,195
- Filer's total
- $227,082
-
Mike McGeeMIKE MCGEE
FORMER CHIEF FINANCIAL OFFICER
- Total calculated
- $157,284
- From this org
- $141,491
- From related orgs
- $0
- Other
- $15,793
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,146
- Bonus
- $0
- Other
- $345
- Deferred
- $5,258
- Nontaxable benefits
- $10,535
- Filer's total
- $157,284
-
Raul Del BarcoRAUL DEL BARCO
FORMER CHIEF HUMAN RSRCS OFFICER
- Total calculated
- $391,190
- From this org
- $377,827
- From related orgs
- $0
- Other
- $13,363
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,150
- Bonus
- $0
- Other
- $230,677
- Deferred
- $5,429
- Nontaxable benefits
- $7,934
- Filer's total
- $391,190
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 · Housing allowance or residence for personal use
- 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
- 4a · Severance or change-of-control payment
- 5a · Pay contingent on this organization's revenues
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- THE ACADEMY'S EXECUTIVE DIRECTOR, SCOTT SAMPSON, IS PROVIDED WITH A RESIDENCE IN SAN FRANCISCO WHICH IS INTENDED TO SERVE BOTH AS PRIMARY PERSONAL RESIDENCE AS WELL AS A PLACE TO CONDUCT ACADEMY BUSINESS, MEETINGS, AND EVENTS. DURING CALENDAR YEAR 2022, EXECUTIVE DIRECTOR SCOTT SAMPSON RECEIVED APPROXIMATELY $193,996 HOUSING ALLOWANCE REPORTED AS NONTAXABLE BENEFIT ON SCH J PART II COLUMN (D).
- PART I, LINE 4A
- RAUL DEL BARCO, $229,508
- PART I, LINE 5
- DURING FISCAL YEAR 2023, A PERFORMANCE BONUS OF $95,000 WAS PAID TO EXECUTIVE DIRECTOR, SCOTT SAMPSON, BASED ON PERFORMANCE FOR THE PERIOD JULY 1, 2022 THROUGH JUNE 30, 2023. THE EXECUTIVE DIRECTOR IS ELIGIBLE FOR UP TO A 25% ANNUAL PERFORMANCE-BASED BONUS OF HIS ANNUAL BASE SALARY AS DETERMINED BY THE BOARD OF TRUSTEES. IN ADDITION, THE EXECUTIVE DIRECTOR IS ELIGIBLE FOR AN ANNUAL STRETCH BONUS OF UP TO $50,000 FOR OUTSTANDING ACCOMPLISHMENTS IN FUNDRAISING, ESTABLISHING DEEP PARTNERSHIPS AND MANAGEMENT TEAM BUILDING, AS DETERMINED BY THE BOARD OF TRUSTEES. DURING FISCAL YEAR 2023, A SALES BONUS OF $71,791 WAS PAID TO DIRECTOR OF SALES & BUSINESS PARTNERSHIPS, CATHY ESTELLE, BASED ON SALES AND EXPENSE PERFORMANCE GOALS FOR THE PERIOD JULY 1, 2021 THROUGH JUNE 30, 2022. THE BONUS COMPENSATION PLAN IS DESIGNED TO REWARD PERFORMANCE THAT IS DIRECTLY ATTRIBUTED TO AN INDIVIDUAL MEETING SPECIFIC PERFORMANCE OBJECTIVES. THE BONUS PAYOUT PLAN IS BASED ON MEETING THE FOLLOWING PERFORMANCE GOALS: (1) SPENDING IS WITHIN THE INDIVIDUAL EXPENSE TARGET BASED ON THE FISCAL YEAR BUDGET, AND (2) MEETING THE MINIMUM INDIVIDUAL REVENUE GOAL BASED ON THE FISCAL YEAR BUDGET. IF BOTH INDIVIDUAL GOALS ARE ACHIEVED, A PERCENTAGE PAYOUT BETWEEN 12%-20% OF BASE PAY IS PAID FOR THE FISCAL YEAR.
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
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP
INVESTMENT · INVESTMENT · CA · 100% owned · share of income -$1,008,579 · share of assets $184,967,240
Directly controlled by CALIFORNIA ACADEMY OF SCIENCES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323189349317127
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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