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Nonprofiteer
← SHEDD AQUARIUM SOCIETY

Form 990 for tax year 2023

Filed by SHEDD AQUARIUM SOCIETY.

Totals

Total revenue
$92,974,657
Total expenses
$66,994,472
Contributions and grants received
$26,650,772
Grants paid
$295,353
Program service revenue
$48,005,901
Investment income
$15,981,297
Other revenue
$2,336,687
Total assets, end of year
$703,914,325
Total liabilities, end of year
$92,935,664
Net assets or fund balances, end of year
$610,978,661
Program services expenses (Part IX)
$52,099,194
Management and general expenses
$10,961,687
Fundraising expenses
$3,933,591
Program service expenses (Part III)
$52,099,194

Program services were 77.8% 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

    $6,213,297

  • 1c · Fundraising events

    $2,355,295

  • 1e · Government grants (contributions)

    $6,719,264

  • 1f · All other contributions, gifts and grants

    $11,362,916

  • 1g · Noncash contributions included above

    $3,877,933

  • 2a · Program service revenue: ADMISSIONS

    total $43,724,355 · related or exempt $43,724,355

  • 2b · Program service revenue: EDUCATIONAL PROGRAMS

    total $1,736,607 · related or exempt $1,736,607

  • 2c · Program service revenue: FOOD SERVICE

    total $1,303,531 · excluded $1,303,531

  • 2f · All other program service revenue

    total $1,241,408 · related or exempt $818,260 · excluded $423,148

  • 3 · Investment income

    total $12,905,593 · unrelated business -$540 · excluded $12,906,133

  • 6a · Gross rents

    real property $3,398,397

  • 6b · Less rental expenses

    real property $374,857

  • 6c · Rental income or loss

    real property $3,023,540

  • 6d · Net rental income or loss

    total $3,023,540 · excluded $3,023,540

  • 7a · Gross sales of assets other than inventory

    securities $304,423,632

  • 7b · Less cost or other basis and sales expenses

    securities $301,347,928

  • 7c · Gain or loss

    securities $3,075,704

  • 7d · Net gain or loss

    total $3,075,704 · excluded $3,075,704

  • 8a · Fundraising events: gross income

    $93,386

  • 8a · Fundraising events: contributions included on line 1c

    $2,355,295

  • 8b · Fundraising events: direct expenses

    $843,473

  • 8c · Net income from fundraising events

    total -$750,087 · excluded -$750,087

  • 11a · Other revenue: OTHER REVENUE

    total $63,234 · excluded $63,234

  • 11e · Other revenue, total

    $63,234

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $270,008 · program services $270,008

  • 3 · Grants to foreign organizations and individuals

    total $25,345 · program services $25,345

  • 5 · Compensation of officers, directors and key employees

    total $3,074,056 · program services $839,832 · management and general $1,716,013 · fundraising $518,211

  • 7 · Other salaries and wages

    total $25,037,821 · program services $19,135,534 · management and general $4,029,194 · fundraising $1,873,093

  • 8 · Pension plan contributions

    total $1,086,123 · program services $752,835 · management and general $232,671 · fundraising $100,617

  • 9 · Other employee benefits

    total $2,552,190 · program services $1,893,078 · management and general $444,445 · fundraising $214,667

  • 10 · Payroll taxes

    total $1,960,726 · program services $1,359,057 · management and general $420,029 · fundraising $181,640

  • 11a · Fees: management

    total $2,648,672 · program services $2,537,117 · management and general $91,804 · fundraising $19,751

  • 11b · Fees: legal

    total $213,971 · program services $3,600 · management and general $210,371

  • 11c · Fees: accounting

    total $94,520 · management and general $94,520

  • 11d · Fees: lobbying

    total $6,687 · management and general $6,687

  • 11e · Fees: professional fundraising services

    total $141,348 · fundraising $141,348

  • 11f · Fees: investment management

    total $318,541 · management and general $318,541

  • 11g · Fees: other

    total $3,738,055 · program services $2,903,977 · management and general $646,993 · fundraising $187,085

  • 12 · Advertising and promotion

    total $1,793,189 · program services $1,793,189

  • 13 · Office expenses

    total $3,891,254 · program services $3,207,426 · management and general $282,295 · fundraising $401,533

  • 14 · Information technology

    total $1,615,224 · program services $233,757 · management and general $1,329,117 · fundraising $52,350

  • 16 · Occupancy

    total $2,114,455 · program services $2,026,670 · management and general $74,377 · fundraising $13,408

  • 17 · Travel

    total $1,136,754 · program services $818,844 · management and general $264,916 · fundraising $52,994

  • 19 · Conferences, conventions and meetings

    total $82,977 · program services $61,026 · management and general $18,207 · fundraising $3,744

  • 20 · Interest

    total $2,153,172 · program services $2,153,172

  • 22 · Depreciation, depletion and amortization

    total $9,506,703 · program services $9,091,752 · management and general $346,716 · fundraising $68,235

  • 23 · Insurance

    total $762,237 · program services $730,120 · management and general $26,836 · fundraising $5,281

  • 24a · Other expenses: REPAIR AND MAINTENANCE

    total $1,452,369 · program services $1,405,509 · management and general $39,368 · fundraising $7,492

  • 24b · Other expenses: FOOD SERVICE EXPENSE

    total $508,989 · program services $508,989

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $415,349 · program services $211,498 · management and general $196,481 · fundraising $7,370

  • 24d · Other expenses: MISCELLANEOUS EXPENSE

    total $360,480 · program services $103,659 · management and general $172,049 · fundraising $84,772

  • 24e · All other expenses

    total $33,257 · program services $33,200 · management and general $57

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $126,691,883 · end of year $97,994,316

  • 3 · Pledges and grants receivable

    beginning of year $43,325,661 · end of year $34,758,779

  • 4 · Accounts receivable

    beginning of year $1,579,957 · end of year $1,313,173

  • 9 · Prepaid expenses and deferred charges

    beginning of year $957,316 · end of year $638,373

  • 10a · Land, buildings and equipment: cost or other basis

    $384,780,835

  • 10b · Land, buildings and equipment: accumulated depreciation

    $240,723,752

  • 10c · Land, buildings and equipment, net

    beginning of year $108,394,165 · end of year $144,057,083

  • 11 · Investments: publicly traded securities

    beginning of year $299,763,052 · end of year $372,352,383

  • 12 · Investments: other securities

    beginning of year $46,071,283 · end of year $51,253,352

  • 15 · Other assets

    beginning of year $1,399,797 · end of year $1,546,866

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,177,330 · end of year $17,816,456

  • 19 · Deferred revenue

    beginning of year $1,134,026 · end of year $1,281,348

  • 20 · Tax-exempt bond liabilities

    beginning of year $74,489,549 · end of year $72,065,878

  • 25 · Other liabilities

    beginning of year $1,427,277 · end of year $1,771,982

  • 27 · Net assets without donor restrictions

    beginning of year $363,154,059 · end of year $412,144,811

  • 28 · Net assets with donor restrictions

    beginning of year $176,800,873 · end of year $198,833,850

Mission and programs · 2023

Mission

SHEDD AQUARIUM'S MISSION IS TO SPARK COMPASSION, CURIOSITY AND CONSERVATION FOR THE AQUATIC ANIMAL WORLD. THIS IS DRIVEN BY THE ORGANIZATION'S VISION OF A WORLD THRIVING WITH AQUATIC LIFE SUSTAINED BY PEOPLE WHO LOVE, UNDERSTAND AND PROTECT IT.

Activities or mission (Part I)

THE SHEDD AQUARIUM SOCIETY OPERATES A PUBLIC AQUARIUM TO ENCOURAGE THE CONNECTION BETWEEN ANIMALS AND GUESTS THROUGH EXHIBITS AND EDUCATION PROGRAMS WITH THE GOAL OF PROMOTING AQUATIC CONSERVATION.

  • CONSERVATION EDUCATION: SINCE SHEDD AQUARIUM OPENED OUR DOORS IN 1930, SHEDD HAS PROVIDED MORE THAN 119 MILLION GUESTS THE OPPORTUNITY TO LOOK NATURE IN THE EYE THROUGH MEMORABLE EXPERIENCES, WHILE PROVIDING OPPORTUNITIES TO LEARN ABOUT THE ANIMALS IN OUR CARE, AND BECOME INSPIRED TO MAKE PERSONAL CHOICES THAT DRIVE ACTION FOR ANIMALS. SHEDD KNOWS THAT WHEN PEOPLE EXPERIENCE AQUATIC ANIMALS UP CLOSE, IT MOTIVATES AN EMOTIONAL, EMPATHETIC RESPONSE THAT SHIFTS ATTITUDES AND FOSTERS A PERSONAL RESPONSIBILITY FOR STEWARDSHIP OF LOCAL WATERS, GLOBAL OCEANS, AND WILDLIFE. SHEDD IS COMMITTED TO BEING ONE OF CHICAGO'S MOST ACCESSIBLE CULTURAL INSTITUTIONS, OFFERING ILLINOIS RESIDENT FREE DAYS THROUGHOUT THE YEAR, FREE ADMISSION EVERY DAY AS THE NATION'S FIRST AQUARIUM TO JOIN THE MUSEUMS (CONITINUED ON SCHEDULE O) FOR ALL PROGRAM, AN EVERYDAY DISCOUNT FOR CHICAGO RESIDENTS, STUDENTS AND SENIOR CITIZENS, AND FREE ADMISSION FOR TEACHERS, POLICE AND FIRE PERSONNEL, AND ACTIVE-DUTY MILITARY. INSIDE THE AQUARIUM WALLS, GUESTS LOOK NATURE IN THE EYE THROUGH IMMERSIVE EXHIBITS, PARTICIPATORY PROGRAMS FACILITATED BY STAFF, AND EXTRAORDINARY EXPERIENCES WITH ANIMALS BEHIND THE SCENES. THE AQUARIUM ALSO SHARES SHEDD'S MISSION BY TELLING ACCESSIBLE, MEANINGFUL STORIES WITH THE PUBLIC THROUGH PUBLIC RELATIONS AND MARKETING EFFORTS DEVELOPED THROUGH THE INTEGRATION OF CONSERVATION, LEARNING PROGRAMS, ANIMAL CARE AND GUEST EXPERIENCE. AS A TRUSTED NATIONAL LEADER IN ENVIRONMENTAL EDUCATION, SHEDD ADVANCES EQUITABLE, EXPERIENTIAL LEARNING AND ACTION FOR YOUTH, TEENS AND ADULTS. PROGRAMS AND PARTNERSHIPS TAKING PLACE AT SHEDD AND IN SCHOOLS, NATURE, NEIGHBORHOODS AND ONLINE ARE DESIGNED TO BREAK ENTRENCHED BARRIERS THAT PREVENT CHICAGOANS FROM ACCESSING NATURE AND ITS BENEFITS, SUPPORT THE DEVELOPMENT OF ENVIRONMENTAL LITERACY AND BUILD A CONSERVATION ETHOS THAT LEADS TO SHORT- AND LONG-TERM ACTIONS TO PROTECT AQUATIC LIFE.

    Expenses $32,614,595 · Grants $78,774 · Revenue $46,279,222

  • ANIMAL CARE: SHEDD AQUARIUM IS HOME TO ONE OF THE WORLD'S LARGEST AND MOST DIVERSE AQUATIC COLLECTIONS OVER 23,000 REPRESENTING ABOUT 1,200 SPECIES. A GLOBAL LEADER IN ANIMAL CARE, SHEDD'S WELFARE AND HUSBANDRY PROGRAMS SUPPORT ONSITE RESEARCH EFFORTS THAT CONTRIBUTE TO THE GROWING SCIENTIFIC BODY OF KNOWLEDGE ABOUT THOSE SPECIES IN THE WILD. SHEDD'S VETERINARIANS ARE AQUATIC MEDICINE PIONEERS WHO ARE ADVANCING THE FIELDS OF PREVENTATIVE MEDICINE, AGING CARE, AND CONSERVATION MEDICINE WHILE PROVIDING WORLD-CLASS CARE THAT FURTHER EXPANDS UNDERSTANDING OF HOW TO SUPPORT HEALTHY ANIMAL POPULATIONS IN AQUARIUMS AND IN THE WILD. SHEDD'S ANIMAL CARE EXPERTISE LENDS ITSELF TO CRISIS RESPONSE AROUND THE WORLD. OUR ANIMAL CARE TEAM FREQUENTLY ACTS AS A PARTNER AND ADVISOR TO INTERNATIONAL, FEDERAL, STATE, (CONITINUED ON SCHEDULE O) AND LOCAL GOVERNMENT AGENCIES, RESCUE AND REHABILITATION ORGANIZATIONS, AND FELLOW ACCREDITED ZOOS AND AQUARIUMS FOR CONFISCATED, ORPHANED, OR INJURED WILDLIFE. SHEDD'S ANIMAL CARE TEAM CONTRIBUTES TO THE SUSTAINABILITY OF AQUATIC SPECIES THROUGH ADVANCEMENTS IN AQUACULTURE, INCLUDING POPULATIONS OF MICROSCOPIC LIVE FOODS, AND COOPERATIVE MANAGEMENT AND BREEDING OF CRITICALLY ENDANGERED AND THREATENED SPECIES.

    Expenses $16,125,228 · Grants $49,776

  • CONSERVATION SCIENCE AND RESEARCH: SHEDD IS LOCATED IN CHICAGO, BUT ITS RESEARCH IS WORLDWIDE. SHEDD IS ONE OF ONLY 11 CENTERS FOR SPECIES SURVIVAL, A DESIGNATION OF THE INTERNATIONAL UNION FOR THE CONSERVATION OF NATURE, (IUCN). SHEDD'S CENTER FOR SPECIES SURVIVAL FOCUSES ON FRESHWATER WITHIN THE GREAT LAKES WATERSHED AND GLOBALLY WITH A CONCENTRATION IN THE AMERICAS. SHEDD'S HUSBANDRY, VETERINARY, AND CONSERVATION PROGRAMS ARE GROUNDED IN RESEARCH THAT SUPPORTS HEALTHY ANIMALS AT SHEDD AND VIBRANT WILD POPULATIONS AROUND THE WORLD. SHEDD'S CONSERVATION RESEARCH PROGRAMS WORK TO PROTECT BIODIVERSITY WHILE SUPPORTING BLUE ECONOMIES, AND FIELD RESEARCHERS OFTEN WORK SIDE-BY-SIDE WITH CITIZEN SCIENTISTS TO CONSERVE WILDLIFE AND HABITATS FOR FUTURE GENERATIONS. THE AQUARIUM'S (CONITINUED ON SCHEDULE O) OCEANIC WORK INCLUDES MORE THAN FOUR DECADES OF RESEARCH ON SPECIES SUCH AS ROCK IGUANAS, QUEEN CONCH, LOBSTER, SHARKS, AND CORALS. CLOSER TO HOME, SHEDD'S GREAT LAKES RESEARCH FOCUSES ON WILDLIFE AND HABITAT CONSERVATION ISSUES WHERE THE AQUARIUM'S APPLIED STUDIES SUPPORT LOCAL COMMUNITIES AND REGIONAL AGENCIES IN DEVELOPING ACCESS TO NATURE AND SOUND MANAGEMENT PLANS FOR THE GREAT LAKES AND CHICAGO RIVER. ONSITE, SHEDD'S STATE-OF-THE-ART FACILITIES AND ANIMAL CARE AND SCIENCE TEAM SERVE AS RESOURCES FOR RESEARCH PARTNERS LOCALLY AND GLOBALLY. ONSITE RESEARCH PROVIDES VALUABLE BIOLOGICAL AND BEHAVIORAL INFORMATION THAT INFORMS UNDERSTANDING OF SPECIES WHICH ARE NEARLY IMPOSSIBLE TO STUDY IN THE WILD. IN ADDITION TO SHARING WHAT IT LEARNS WITH THE SCIENTIFIC COMMUNITY, SHEDD'S ONSITE WORK CONTRIBUTES TO ADVANCING ANIMAL HEALTH AND WELFARE FOR AQUATIC SPECIES RANGING FROM INVERTEBRATES TO MARINE MAMMALS.

    Expenses $3,359,371 · Grants $166,803

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bridget Coughlin PhD

    PRESIDENT/CEO

    Total calculated
    $935,093
    From this org
    $834,532
    From related orgs
    $0
    Other
    $100,561
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $578,190
    Bonus
    $232,600
    Other
    $23,742
    Deferred
    $69,300
    Nontaxable benefits
    $31,261
    Filer's total
    $935,093
  • David J Koo

    CHAIRMAN OF BOARD

    Total calculated
    $0
    Hours/week
    1
  • Neil Book

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Joseph S Braik

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Mary L Burke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • William J Chase

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Shannel Clubb

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Hartigan Connelly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Dominic Curcio

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • David L Epstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Richard E Erwin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tyrone C Fahner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • David Foulkes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John D Fumagalli

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Sarah N Garvey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • H John Gilbertson Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brent Gledhill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Anders Gustafsson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tracie Haas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John Hesselmann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John Holmes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Robert H Jordan PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brian A Kenney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Richard Keyser

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Thomas N King

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Anne Krebs

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Jerry Krulewitch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Kenneth Kuhrt

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Katie Lawler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Anna M Livingston

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Robert Lyons

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Harvey L Miller

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Susan E Morrison

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Rev Michael Nabors PhD

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Andrew Nocella

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ellen L O'Connor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Cara Pan

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Ginevra Reed Ralph

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Zaldwaynaka Scott

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Nancy S Searle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Lloyd A Semple Jr

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Kimberly Simios

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Alex Singla

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Charles Smith

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Mary S Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Tracy Souder

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Joyce St Clair

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Mark Stainton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Richard J Tobin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jane L Warner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steve Weller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Wright

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Suzanne Yoon

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1
  • Gary Gordon

    CHIEF FINANCIAL & ADMIN OFFICER

    Total calculated
    $365,906
    From this org
    $327,293
    From related orgs
    $0
    Other
    $38,613
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $294,049
    Bonus
    $32,000
    Other
    $1,244
    Deferred
    $37,450
    Nontaxable benefits
    $1,163
    Filer's total
    $365,906
  • Catherine Casey

    VP & GENERAL COUNSEL

    Total calculated
    $229,924
    From this org
    $212,452
    From related orgs
    $0
    Other
    $17,472
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $211,615
    Bonus
    $0
    Other
    $837
    Deferred
    $8,575
    Nontaxable benefits
    $8,897
    Filer's total
    $229,924
  • Meghan Curran

    CHIEF MARKETING & EXPERIENCE OFFICER

    Total calculated
    $360,403
    From this org
    $324,079
    From related orgs
    $0
    Other
    $36,324
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $291,638
    Bonus
    $32,000
    Other
    $441
    Deferred
    $27,333
    Nontaxable benefits
    $8,991
    Filer's total
    $360,403
  • Peggy Sloan

    CHIEF ANIMAL CONSERVATION OFFICER

    Total calculated
    $271,890
    From this org
    $245,686
    From related orgs
    $0
    Other
    $26,204
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $239,675
    Bonus
    $5,000
    Other
    $1,011
    Deferred
    $14,487
    Nontaxable benefits
    $11,717
    Filer's total
    $271,890
  • Nancy Anschel

    SVP, HUMAN RESOURCES

    Total calculated
    $269,358
    From this org
    $240,163
    From related orgs
    $0
    Other
    $29,195
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $231,667
    Bonus
    $7,000
    Other
    $1,496
    Deferred
    $14,157
    Nontaxable benefits
    $15,038
    Filer's total
    $269,358
  • Robert Wengel

    SVP, FACILITIES AND SECURITY

    Total calculated
    $270,888
    From this org
    $238,510
    From related orgs
    $0
    Other
    $32,378
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $237,978
    Bonus
    $0
    Other
    $532
    Deferred
    $14,328
    Nontaxable benefits
    $18,050
    Filer's total
    $270,888
  • Andrea Rodgers

    SVP, EXTERNAL AFFAIRS & MARKETING

    Total calculated
    $172,685
    From this org
    $156,798
    From related orgs
    $0
    Other
    $15,887
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $156,670
    Bonus
    $0
    Other
    $128
    Deferred
    $10,104
    Nontaxable benefits
    $5,783
    Filer's total
    $172,685
  • Sarah Hezel

    VP, DESIGN & EXHIBITS

    Total calculated
    $231,948
    From this org
    $203,849
    From related orgs
    $0
    Other
    $28,099
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $198,573
    Bonus
    $5,000
    Other
    $276
    Deferred
    $12,075
    Nontaxable benefits
    $16,024
    Filer's total
    $231,948
  • Danielle Dumerer

    VP, TECHNOLOGY AND INFORMATION SECURITY

    Total calculated
    $246,959
    From this org
    $207,886
    From related orgs
    $0
    Other
    $39,073
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $207,586
    Bonus
    $0
    Other
    $300
    Deferred
    $12,658
    Nontaxable benefits
    $26,415
    Filer's total
    $246,959
  • Kelly McLaughlin-Kennedy

    VP, PHILANTHROPIC & STRATEGIC INITIATIVES

    Total calculated
    $214,005
    From this org
    $201,650
    From related orgs
    $0
    Other
    $12,355
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $191,499
    Bonus
    $10,000
    Other
    $151
    Deferred
    $11,158
    Nontaxable benefits
    $1,197
    Filer's total
    $214,005
  • Charles Knapp

    VP, CONSERVATION RESEARCH

    Total calculated
    $207,523
    From this org
    $173,845
    From related orgs
    $0
    Other
    $33,678
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $173,474
    Bonus
    $0
    Other
    $371
    Deferred
    $10,959
    Nontaxable benefits
    $22,719
    Filer's total
    $207,523
  • Lisa Junkin Lopez

    VP, LEARNING AND COMMUNITY

    Total calculated
    $207,666
    From this org
    $171,587
    From related orgs
    $0
    Other
    $36,079
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $171,432
    Bonus
    $0
    Other
    $155
    Deferred
    $10,637
    Nontaxable benefits
    $25,442
    Filer's total
    $207,666

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 · First-class or charter travel
  • 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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

PART I, LINE 1A
LINE 1A - FIRST-CLASS TRAVEL - THE PRESIDENT/CEO TRAVELED BY FIRST CLASS ON CERTAIN TRIPS AS A RESULT OF THE SPECIFIC NATURE OF PARTICULAR TRIPS. THE TRAVEL WAS FOR BONA FIDE BUSINESS PURPOSE AND WAS NOT TREATED AS TAXABLE COMPENSATION. LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE PRESIDENT/CEO WAS PROVIDED CERTAIN SOCIAL CLUB DUES; THE PORTION OF THIS BENEFIT NOT RELATED TO BONA FIDE BUSINESS PURPOSES (IF ANY) IS TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4B
CERTAIN INDIVIDUALS RECEIVED OR ACCRUED DEFERRED COMPENSATION AT RISK, PAYABLE UPON SATISFACTION OF PERFORMANCE AND REMAINING WITH THE ORGANIZATION THROUGH A SPECIFIC PROJECT PERIOD. BRIDGET C. COUGHLIN- ACCRUED IN 2023 $50,000 TO BE PAID IN 2025. GARY GORDON- ACCRUED IN 2023 $20,000 TO BE PAID IN 2024. MEGHAN CURRAN- ACCRUED IN 2023 $10,000 TO BE PAID IN 2024.
PART I, LINE 7
PART 7A - COMPENSATION AT RISK OR INCENTIVE PAYMENTS WERE PAID TO CERTAIN PERSONS LISTED IN PART VII, SECTION A, LINE 1A AT THE DISCRETION OF THE BOARD OF TRUSTEES AND PRESIDENT/CEO.

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
10 October 2024
IRS schema version
2023v5.1
Source object
202412859349301346

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