2025-11-06T14:25:29-06:00 2024-12-31 952302617 SINGERLEWAK LLP 10960 WILSHIRE BOULEVARD 11TH FLOOR LOS ANGELES CA 900243783 990 2024-01-01 330532354 AQUARIUM OF THE PACIFIC CORPORATION AQUA 5629511635 100 AQUARIUM WAY LONG BEACH CA 90802 LIA FRAZIER CHIEF FIN & BUS. SERV. OFFICER 5629511635 2025-11-05 1 0 NANAZ BENYAMINI P00666808 3104773924 2025-11-05 2024 2025-03-06 01:10:19Z LIA FRAZIER 100 AQUARIUM WAY LONG BEACH CA 90802 62768625 0 X WWW.AQUARIUMOFPACIFIC.ORG X 1992 CA THE AQUARIUM OF THE PACIFIC'S MISSION IS TO INSTILL A SENSE OF WONDER, RESPECT, AND STEWARDSHIP FOR THE PACIFIC OCEAN, ITS INHABITANTS, AND ECOSYSTEMS. 28 27 485 1979 258914 0 5477946 4178690 43999804 46828502 1035482 2208468 6498378 6094100 57011610 59309760 0 0 0 0 26593385 28388188 0 0 2791170 23788175 25427287 50381560 53815475 6630050 5494285 90299018 100041655 9324268 13572620 80974750 86469035 X THE AQUARIUM OF THE PACIFIC'S MISSION IS TO INSTILL A SENSE OF WONDER, RESPECT, AND STEWARDSHIP FOR THE PACIFIC OCEAN, ITS INHABITANTS, AND ECOSYSTEMS. 0 0 39897160 51903018 ANIMAL CARE - THE HUSBANDRY DEPARTMENT MANAGES THE CARE, FEEDING, AND LIFE SUPPORT SYSTEMS FOR MORE THAN 14,924 ANIMALS REPRESENTING OVER 787 SPECIES ACROSS 100+ EXHIBITS, INCLUDING INTERACTIVE TOUCH TANKS. ANIMALS CARED FOR INCLUDE SEA LIONS, SEA OTTERS, SHARKS, RAYS, DIVING BIRDS, SEA JELLIES, CORALS, TURTLES, AND DIVERSE FISH SPECIES FROM TEMPERATE TO TROPICAL HABITATS. CARE INCLUDES FEEDING SUSTAINABLE, HIGH-QUALITY SEAFOOD; MONITORING WATER QUALITY AND LIFE SUPPORT SYSTEMS, CONDUCTING MEDICAL EXAMS AND PROCEDURES, AND MAINTAINING APPROPRIATE EXHIBIT AND BEHIND-THE-SCENES ENVIRONMENTS.SEE SCHEDULE O FOR CONTINUATIONGUEST SERVICES GUEST SERVICES IS RESPONSIBLE FOR ALL GUEST INTERACTIONS NOT RELATED TO EDUCATION OR INTERPRETATION. GUEST SERVICES MANAGES ONSITE REVENUE COLLECTION, GUEST SAFETY, AND OVERALL CLEANLINESS OF THE FACILITY.RETAIL OPERATIONS THE RETAIL DEPARTMENT DESIGNS, DEVELOPS, AND SELECTS MERCHANDISE REFLECTING THE VISITOR EXPERIENCE. THIS INCLUDES ORIGINAL BOOKS AND OTHER PRODUCTS THAT EDUCATE AND REINFORCE CONSERVATION MESSAGES WHILE EXTENDING THE GUEST'S CONNECTION TO THE AQUARIUM BEYOND THEIR VISIT. 6183718 634036 THE AQUARIUM'S CONSERVATION WORK EXTENDS ACROSS THE INSTITUTION INCLUDING THE HUSBANDRY TEAMS, VETERINARY SERVICES, EDUCATION DEPARTMENT AND VOLUNTEER SERVICES. IN 2024 THE AQUARIUM CONTINUED ITS MOUNTAIN YELLOW-LEGGED FROG, WHITE ABALONE, AND SEA OTTER SURROGACY PROGRAMS BY RELEASING INDIVIDUALS TO THEIR NATIVE HABITATS. THE SUNFLOWER SEA STAR PROGRAM EXPANDED WITH A FORMAL PARTNERSHIP ACROSS THE STATE. AQUARIUM STAFF RESPONDED TO EMERGENCY EVENTS INCLUDING REHABILITATING AND RELEASING THREE INJURED SEA TURTLES.SEE SCHEDULE O FOR CONTINUATION THE EDUCATION DEPARTMENT OF THE AQUARIUM OF THE PACIFIC STRIVES TO IGNITE INTEREST IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH (STEM) BY PROVIDING OPPORTUNITIES FOR PEOPLE OF ALL AGES, INTERESTS, AND BACKGROUNDS TO WONDER, EXPLORE, DISCOVER, AND LEARN. WE DO THIS THROUGH PROGRAMS ONSITE, ONLINE, AND IN THE COMMUNITY. IN 2024, THE DEPARTMENT REACHED APPROXIMATELY 159,000 PEOPLE.- 76% WERE WITH ONSITE PROGRAMS INCLUDING SCHOOL PROGRAMS, WHALE WATCHES, AND PUBLIC PROGRAMS- 21% WERE WITH ENGAGEMENTS OFFSITE IN THE COMMUNITY SUCH AQUARIUM ON WHEELS, TABLING AT FESTIVALS, AND COMMUNITY SCIENCE PROGRAMS- 3% WERE THROUGH OUR VIRTUAL PROGRAMMING INCLUDING PAID VIRTUAL FIELD TRIPS AND FREE WEEKLY AQUARIUM ONLINE ACADEMY 46080878 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 84 0 1 485 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X LIA FRAZIER 5629503100 100 AQUARIUM WAY LONG BEACH CA 90802 CHANWANTHA SAM LIMON BOARD MEMBER-SECRETARY (FROM 4/2024) 1.00 X X 0 0 0 JENNIFER HAGLE BOARD MEMBER-VICE CHAIR (FROM 4/2024) 1.00 X X 0 0 0 EDWIN FEO BOARD MEMBER-CHAIR OF BOARD 1.00 X X 0 0 0 MARK BERTRAND BOARD MEMBER-CHAIR DEVELOPMENT 1.00 X 0 0 0 ART LEVITT BOARD MEMBER 1.00 X 0 0 0 SAMANTHA ATTWOOD BOARD MEMBER 1.00 X 0 0 0 DAN HOPPER BOARD MEMBER 1.00 X 0 0 0 DAVID CAMERON BOARD MEMBER 1.00 X 0 0 0 ESTHER SM CHUI CHAO BOARD MEMBER 1.00 X 0 0 0 CHARLOTTE GINSBURG BOARD MEMBER 1.00 X 0 0 0 JOSH JONES BOARD MEMBER 1.00 X 0 0 0 SAMUEL KING BOARD MEMBER 1.00 X 0 0 0 STEPHEN OLSON BOARD MEMBER 1.00 X 0 0 0 MARK PAULLIN BOARD MEMBER-CHAIR FINANCE 1.00 X 0 0 0 KURT SCHULZMAN BOARD MEMBER-CHAIR HR & CO 1.00 X 0 0 0 STEPHEN YOUNG BOARD MEMBER 1.00 X 0 0 0 KATHLEEN ECKERT BOARD MEMBER 1.00 X 0 0 0 RUSSELL T HILL BOARD MEMBER-CHAIR INVEST. 1.00 X 0 0 0 DOUGLAS OTTO BOARD MEMBER-VICE CHAIR (TO 4/2024) 1.00 X 0 0 0 MICHAEL J SONDERMANN BOARD MEMBER-CHAIR PLANNING & IMPLEMENTATION 1.00 X 0 0 0 THOMAS TURNEY BOARD MEMBER-CHAIR AUDIT COMMITTEE 1.00 X 0 0 0 STEPHANIE WEAR BOARD MEMBER 1.00 X 0 0 0 STEPHANIE LESHNEY BOARD MEMBER 1.00 X 0 0 0 KARL PETTIJOHN BOARD MEMBER 1.00 X 0 0 0 KEN MCBRIDE BOARD MEMBER 1.00 X 0 0 0 MARCUS COOKE BOARD MEMBER 1.00 X 0 0 0 LINDA TATUM BOARD MEMBER 1.00 X 0 0 0 DR PETER KAREIVA PRESIDENT & CEO 40.00 X X 461655 0 58009 CECILE FISHER VP OF MARKETING/CORPORATE 40.00 X 255585 0 26281 TINA SARTY INTERIM CFO (FROM 5/2024) 40.00 X 213416 0 8241 TROY GRANDE COO/CFO (UNTIL 5/2024) 40.00 X 358165 0 26946 RYAN ASHTON VP DEVELOPMENT 40.00 X 227931 0 33738 KATHRYN NIRSCHL VP HUMAN RESOURCE 40.00 X 245095 0 43044 JOHN ROUSE CHIEF OF AQUARIUM OPERATIONS 40.00 X 283770 0 56844 NESTOR URITA DIRECTOR OF FINANCE 40.00 X 183008 0 46907 JENNIE DEAN VP OF EDUCATION & CONSERVATION 40.00 X 163190 0 14257 BRETT LONG VP OF ANIMAL CARE-BIRDS & MAMMALS 40.00 X 152185 0 30985 NATE JAROS VP OF ANIMAL CARE-FISH & INVERTEB 40.00 X 147296 0 46724 LANCE ADAMS DIR OF VETERINARY SERVICES 40.00 X 142456 0 52158 DEREK BALSILLIE DIRECTOR OF AV & IT 40.00 X 144152 0 34757 2977904 0 478891 34 0 1 0 MEDIASPOT INC 1550 BAYSIDE DRIVE CORONA DEL MAR CA 92625 ADVERTISING 1777899 SMG FOOD AND BEVERAGE LLC 300 E OCEAN LONG BEACH CA 90802 SPECIAL EVENT SERVICES 543357 TG CONSTRUCTION INC 139 NEVADA STREE EL SEGUNDO CA 90245 GENERAL CONTRACTOR 460943 MID-WEST WHOLESALE LIGHTING CORP 5250 HOLLYWOOD BLVD LOS ANGELES CA 90027 LIGHTING CONTRACTOR 435000 BLUE GATOR LLC 405 LOBLOLLY DRIVE GIBSOIA PA 15044 CONSULTING 354600 65 196108 189218 3793364 4178690 ADMISSIONS 712130 40388304 40388304 MEMBERSHIP FEES 712130 5788178 5788178 EDUCATIONAL PROGRAMS 712130 634036 634036 MISCELLANEOUS 712130 17984 17984 46828502 2208468 2208468 263794 263794 79102 196108 216262 -137160 -137160 7493681 3242603 4251078 4251078 FOOD SERVICE 722320 936353 720954 215399 LORIKEET NECTAR 712130 670632 670632 FACILITY AND EQUIP RTL 531120 109403 65888 43515 1716388 59309760 52537054 258914 2335102 3129422 1584922 1129508 414992 19498331 17765817 812758 919756 731313 563212 128433 39668 3276543 2753240 344416 178887 1752579 1415710 251854 85015 232578 232578 115594 115594 3871770 2545501 963930 362339 2210731 2210731 3789832 3218519 285972 285341 1269736 1107634 94940 67162 49510 42510 2000 5000 3567932 3219710 230809 117413 333866 268146 52984 12736 55726 43475 10412 1839 5670772 5567285 103487 557114 512178 40523 4413 MAINTENANCE 1376488 1369227 7261 SALTWATER 667007 667007 HUSB/ANIM/COL 601565 601565 PRINTING AND PUBLICATIO 514445 393758 1904 118783 542621 230731 134064 177826 53815475 46080878 4943427 2791170 9438070 5085138 27125648 39254624 515785 904853 428549 499970 689014 777696 762505 895684 97358294 48200107 50856763 49158187 95964 482684 3369539 90299018 100041655 4538012 5111470 4303572 4819424 482684 3641726 9324268 13572620 X 78566601 83606465 2408149 2862570 80974750 86469035 90299018 100041655 5494285 0 X 0 1 X 1 0 X 10034058 22130780 5717348 5477946 4178690 47538822 13724747 32946295 45541002 49794735 52537054 194543833 23758805 55077075 51258350 55272681 56715744 242082655 509490 644084 528987 560237 968632 3211430 0 509490 644084 528987 560237 968632 3211430 238871225 288468 176162 327769 1270106 2472262 4534767 288468 176162 327769 1270106 2472262 4534767 24047273 55253237 51586119 56542787 59188006 246617422 0.96860 0.97720 0.01840 0.01030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 603071 64832 667903 577270 25801 603071 576863 407 577270 527924 48450 489 576863 526710 1214 527924 0.00000 0.81880 0.18120 0 0 55086404 17467671 37618733 763963 54569 709394 20313742 17492598 2821144 21194185 13185269 8008916 49158187 OPERATING LEASE LIABILITIES 3534837 FINANCE LEASE LIABILITIES 106889 3641726 X 62768625 3458865 3458865 59309760 0 59309760 57274340 3458865 3458865 53815475 0 53815475 PART V, LINE 4: THE PRINCIPAL FROM ENDOWMENTS ARE SAVED IN PERPETUITY. A DESIGNATED PORTION OF THE INTEREST MAY BE SPENT EACH YEAR TO SUPPORT PROGRAMS THAT ALIGN WITH OUR MISSION OR TO FULFILL DONOR INTENT. THE ORGANIZATION'S POLICY FOR DISTRIBUTION IS TO APPROPRIATE 80% OF THE NET RETURNS GENERATED OVER THE PREVIOUS 12 MONTHS. PART X, LINE 2: THE AQUARIUM IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS AND, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,242,603. SPECIAL EVENT EXPENSES 216,262. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,242,603. SPECIAL EVENT EXPENSES 216,262. GALA 275210 196108 79102 176082 40180 275210 196108 79102 176082 40180 216262 -137160 1 X X X X X X 1 0 0 0 0 0 0 0 0 DR PETER KAREIVA PRESIDENT & CEO 431038 0 30000 0 617 0 13800 0 44209 0 519664 0 0 0 TROY GRANDE COO/CFO (UNTIL 5/2024) 298007 0 60000 0 158 0 10545 0 16401 0 385111 0 0 0 JOHN ROUSE CHIEF OF AQUARIUM OPERATIONS 278152 0 5000 0 618 0 10345 0 46499 0 340614 0 0 0 KATHRYN NIRSCHL VP HUMAN RESOURCE 239494 0 5000 0 601 0 4852 0 38192 0 288139 0 0 0 CECILE FISHER VP OF MARKETING/CORPORATE 249988 0 5000 0 597 0 7827 0 18454 0 281866 0 0 0 RYAN ASHTON VP DEVELOPMENT 222322 0 5000 0 609 0 7897 0 25841 0 261669 0 0 0 NESTOR URITA DIRECTOR OF FINANCE 181508 0 1500 0 0 0 7602 0 39305 0 229915 0 0 0 TINA SARTY INTERIM CFO (FROM 5/2024) 211329 0 1500 0 587 0 7157 0 1084 0 221657 0 0 0 LANCE ADAMS DIR OF VETERINARY SERVICES 140956 0 1500 0 0 0 6052 0 46106 0 194614 0 0 0 NATE JAROS VP OF ANIMAL CARE-FISH & INVERTEB 142296 0 5000 0 0 0 6174 0 40550 0 194020 0 0 0 BRETT LONG VP OF ANIMAL CARE-BIRDS & MAMMALS 147185 0 5000 0 0 0 6174 0 24811 0 183170 0 0 0 DEREK BALSILLIE DIRECTOR OF AV & IT 142652 0 1500 0 0 0 6052 0 28705 0 178909 0 0 0 JENNIE DEAN VP OF EDUCATION & CONSERVATION 158040 0 5000 0 150 0 6783 0 7474 0 177447 0 0 0 PART I, LINE 4A PER A CONFIDENTIALITY AGREEMENT SIGNED BY THE ORGANIZATION, THE SEVERANCE PACKAGE PAID TO EMPLOYEES ARE NOT OPEN FOR PUBLIC INSPECTION. INFORMATION WILL BE MADE AVAILABLE TO THE IRS UPON THEIR REQUEST. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED USING THE YEAR-END AUDITED FINANCIAL STATEMENTS. ALL DATA AND SCHEDULES ARE SUPPORTED BY THE GENERAL LEDGER AND RELATED SUBLEDGERS, INCLUDING PAYROLL RECORDS, W-2S, PAYROLL REGISTERS, THE DONOR SUBLEDGER, AND THE DONOR DATABASE. THIS INFORMATION IS COMPILED INTO 990 WORKSHEETS BY THE CONTROLLER AND PROVIDED TO THE ORGANIZATION'S TAX CONSULTANTS FOR PROCESSING THROUGH THEIR SOFTWARE. ONCE A DRAFT RETURN IS PREPARED, IT IS FORWARDED TO THE CFO FOR REVIEW AND THEN CIRCULATED TO THE EXECUTIVE TEAM FOR FEEDBACK. QUESTIONS AND REVISIONS ARE RESOLVED BY THE CONTROLLER AND EXECUTIVE TEAM IN COORDINATION WITH THE TAX CONSULTANTS. AS THE BOARD HAS DELEGATED REVIEW OF THE RETURN TO THE AUDIT COMMITTEE, THE CFO PROVIDES THE AUDIT COMMITTEE WITH THE DRAFT 990 FOR DETAILED REVIEW. AFTER INCORPORATING ANY CHANGES, THE PUBLIC INSPECTION COPY OF THE RETURN IS MADE AVAILABLE TO THE FULL BOARD IN ADVANCE OF FILING. ANY ISSUES OR QUESTIONS RAISED BY THE AUDIT COMMITTEE OR OTHER BOARD MEMBERS ARE ADDRESSED BY THE CFO AND CONTROLLER WITH ASSISTANCE FROM THE TAX CONSULTANTS AND STAFF, AS NEEDED, PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD DIRECTORS AND EXECUTIVE STAFF ARE REQUIRED TO SIGN A CONFLICT-OF-INTEREST STATEMENT ANNUALLY, WHICH IS REVIEWED BY THE CFO AND THE CORPORATE SECRETARY. THE ORGANIZATION MAINTAINS A FILE OF PROFESSIONAL AND VOLUNTEER ASSOCIATIONS FOR THE MAJORITY OF BOARD DIRECTORS. THESE ARE REGULARLY COMPARED AGAINST VENDOR AND CONTRACT ACTIVITY. THE CEO, CFO, AND CORPORATE SECRETARY MAINTAIN MAJOR CONTRACTS AND REVIEW THOSE EXCEEDING $10,000 AGAINST THE CONFLICT LIST. - BOARD MEMBERS RECUSE THEMSELVES FROM VOTING ON CONTRACTS WHERE A CONFLICT EXISTS. - STAFF MAY NOT APPROVE INVOICES PAYABLE TO COMPANIES WHERE THEY HAVE A CONFLICT. - ANY ACTUAL CONFLICTS IDENTIFIED ARE REVIEWED BY THE CEO, CFO, AND CORPORATE SECRETARY. FORM 990, PART VI, SECTION B, LINE 15 990, PART VI, LINE 15A THE SAME PROCESS USED TO ESTABLISH CEO COMPENSATION IS ALSO APPLIED TO THE CFO. EVERY TWO YEARS, THE ORGANIZATION COMMISSIONS AN INDEPENDENT EXECUTIVE COMPENSATION STUDY. THE STUDY BENCHMARKS SALARIES FOR COMPARABLE POSITIONS AT PEER INSTITUTIONS, AND COMPENSATION RANGES ARE SET AND ADJUSTED BASED ON MARKET DATA. THE MOST RECENT REVIEW, CONDUCTED IN FALL 2023, COVERED THE FOLLOWING POSITIONS: CEO; CFO; VICE PRESIDENT OF OPERATIONS; VICE PRESIDENT OF MARKETING; VICE PRESIDENT OF DEVELOPMENT; VICE PRESIDENT OF HUMAN RESOURCES; AND VICE PRESIDENT OF EDUCATION. THE NEXT REVIEW WILL BE CONDUCTED IN FALL 2025. FINDINGS FROM THE STUDY ARE REVIEWED BY THE COMPENSATION COMMITTEE, COMPRISED SOLELY OF INDEPENDENT BOARD MEMBERS. THE COMMITTEE PRESENTS ITS RECOMMENDATIONS TO THE FULL BOARD, WHICH APPROVES BOTH THE ORGANIZATION'S OVERALL EXECUTIVE COMPENSATION PHILOSOPHY AND THE SALARIES OF THE CEO AND CFO SPECIFICALLY. ALL APPROVALS ARE DOCUMENTED CONTEMPORANEOUSLY IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO PUBLICLY AVAILABLE THROUGH GUIDESTAR.