2025-11-14T17:31:53-06:00 2025-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2024-07-01 941156258 CALIFORNIA ACADEMY OF SCIENCES CALI 4153795142 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 MATHEW LAU CHEIF FINANCIAL OFFICER 4153795142 2025-11-14 1 0 SUE ROBISON P00560072 2062814444 2025-11-13 2024 2025-03-06 01:10:19Z SCOTT SAMPSON 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 235917182 0 X WWW.CALACADEMY.ORG X 1871 CA TO REGENERATE THE NATURAL WORLD THROUGH SCIENCE, LEARNING, AND COLLABORATION. 44 42 704 591 1023180 358028 51791462 43146750 26408622 25761592 11877697 20451721 418751 33102 90496532 89393165 590793 976290 0 0 57669737 53405885 575811 680257 6540809 55493837 54393309 114330178 109455741 -23833646 -20062576 770612160 782112156 304639093 310594691 465973067 471517465 X 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. 0 0 34479259 40461 3557692 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 NEWEST PERMANENT EXHIBITION CALIFORNIA: STATE OF NATURE, WHICH OPENED IN MAY 2024, ILLUMINATES THE UNEXPECTED CONNECTIONS BETWEEN THE SPECIES, PLACES, AND PEOPLE THAT ENABLE CALIFORNIA TO THRIVE, 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. THE COLOR OF LIFE EXHIBIT EXPLORES THE ROLE OF COLOR IN THE NATURAL WORLD WITH VIBRANT LIVE ANIMALS, SPECIMENS, AND IMMERSIVE INTERACTIVES. 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. AND IN STEINHART AQUARIUM, NUMEROUS EXHIBITS FEATURING THE LIVING COLLECTION BRING GUESTS FACE-TO-FACE WITH THE DIVERSE SPECIES THAT MAKE OUR OCEANS SO SPECTACULAR. 22316091 598740 115291 BIODIVERSITY SCIENCE AND SUSTAINABILITY: THE ACADEMY'S INSTITUTE FOR BIODIVERSITY SCIENCE AND SUSTAINABILITY ("IBSS") IS HOME TO NEARLY 80 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. 15578824 207540 7123 AQUARIUM: THE STEINHART AQUARIUM IS HOME TO MORE THAN 60,000 LIVE ANIMALS REPRESENTING MORE THAN 800 UNIQUE SPECIES, AND ITS INNOVATIVE EXHIBITS INCLUDE ONE OF THE LARGEST AND DEEPEST INDOOR CORAL REEFS 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 CREATURES, THE AQUARIUM HAS PLAYED A CRITICAL ROLE FOR DECADES 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. 5246463 129549 4062106 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. MORE THAN 500 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. 4254816 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. 18230219 ADMISSIONS 9501279 129549 22292325 81875453 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 1 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 248 0 1 704 1 1 1 1 MA 0 0 0 1 1 0 0 0 0 0 0 X 44 42 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC FL MA NC NY ND MI X X MATHEW LAU 4153795142 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 ELIZABETH BLACKBURN PHD PRESIDENT 2.00 0.00 X X 0 0 0 LISA WHITE PHD VICE PRESIDENT 2.00 0.00 X X 0 0 0 DAN JANNEY BOARD CHAIR 3.00 0.00 X X 0 0 0 JOHN GOLDMAN VICE CHAIR 3.00 0.00 X X 0 0 0 DEREK MITCHELL PHD SECRETARY 2.00 0.00 X X 0 0 0 SCOTT SAMPSON EXECUTIVE DIRECTOR 40.00 0.00 X X 705728 0 177947 MATHEW LAU CHIEF FINANCIAL OFFICER 40.00 0.00 X X 227720 0 23759 ADAM GAZZALEY MD PHD TRUSTEE 0.50 0.00 X 0 0 0 AHMED MUHAMMAD TRUSTEE 0.50 0.00 X 0 0 0 ALAN JONES TRUSTEE 1.00 0.00 X 0 0 0 AMY CORDALIS TRUSTEE 0.50 0.00 X 0 0 0 BILL YOUNGER TRUSTEE 1.00 0.00 X 0 0 0 CARLA PETERMAN PHD TRUSTEE 0.50 0.00 X 0 0 0 CHRIS FIELD PHD TRUSTEE 1.00 0.00 X 0 0 0 CHRIS SCHELL PHD TRUSTEE 0.50 0.00 X 0 0 0 CHRISSY LUO TRUSTEE 0.50 0.00 X 0 0 0 COREY GARZA PHD TRUSTEE 0.50 0.00 X 0 0 0 DENNIS TROPER TRUSTEE 0.50 0.00 X 0 0 0 ENKHUSH AMARBAL TRUSTEE 0.50 0.00 X 0 0 0 FELICIA CHIU TRUSTEE 1.00 0.00 X 0 0 0 GARY HALL TRUSTEE 0.50 0.00 X 0 0 0 HYDRA MENDOZA TRUSTEE 0.50 0.00 X 0 0 0 JSANFORD SANDY MILLER TRUSTEE 1.00 0.00 X 0 0 0 JACK FORESTELL TRUSTEE 0.50 0.00 X 0 0 0 JEFF KOSEFF PHD TRUSTEE 0.50 0.00 X 0 0 0 JOHN ADAMS TRUSTEE 0.50 0.00 X 0 0 0 JOHN C DWYER TRUSTEE 1.00 0.00 X 0 0 0 JOHN WARREN TRUSTEE 0.50 0.00 X 0 0 0 KEVIN HARTZ TRUSTEE 0.50 0.00 X 0 0 0 KIAN BEYZAVI PHD TRUSTEE 0.50 0.00 X 0 0 0 LAURA FURSTENTHAL PHD TRUSTEE 1.00 0.00 X 0 0 0 MARC EBBIN TRUSTEE 1.00 0.00 X 0 0 0 MARIE LIPMAN TRUSTEE 0.50 0.00 X 0 0 0 MELISSA NELSON TRUSTEE 0.50 0.00 X 0 0 0 MICHAEL MILLMAN TRUSTEE 0.50 0.00 X 0 0 0 MIKE SWEENEY TRUSTEE 0.50 0.00 X 0 0 0 NATHAN BROSTROM TRUSTEE 1.00 0.00 X 0 0 0 NICOLE ARDOIN PHD TRUSTEE 0.50 0.00 X 0 0 0 NICOLE LACOB TRUSTEE 1.00 0.00 X 0 0 0 PRIYA CLEMENS TRUSTEE 0.50 0.00 X 0 0 0 REBECCA LIN TRUSTEE 0.50 0.00 X 0 0 0 STEVE KAWA TRUSTEE 1.00 0.00 X 0 0 0 TESSA HILL PHD TRUSTEE 0.50 0.00 X 0 0 0 WILL EVERS TRUSTEE 1.00 0.00 X 0 0 0 JIM GOHARY CHIEF FINANCIAL OFFICER (THRU 05/25) 40.00 0.00 X 463777 0 34601 MELISSA FELDER CHIEF EXPERIENCE OFFICER (THRU 05/25) 40.00 0.00 X 370545 0 54569 MICHAEL COSTANZO GENERAL COUNSEL & CHIEF RISK OFFICER 40.00 0.00 X 308210 0 51854 SHANNON BENNETT CHIEF OF SCIENCE & DEAN OF RESEARCH 40.00 0.00 X 297683 0 50664 LEAH VAN DER MEI CHIEF OPERATING OFFICER (THRU 02/25) 40.00 0.00 X 263810 0 42380 AYAT ELNOORY CHIEF PEOPLE & CULTURE OFFICER 40.00 0.00 X 317840 0 18018 AMBER MACE MANAGING DIR., CHIEF OF STRATEGY 40.00 0.00 X 414031 0 23245 AMY MILLER DIR. OF EDU K-12/ONLINE (THRU 6/24) 40.00 0.00 X 406104 0 33102 TIFFANY ZAREM DIRECTOR OF MARKETING (THRU 06/24) 40.00 0.00 X 297727 0 16682 MEGAN SCHUFREIDER DIR. OF EDU K-12/ONLINE (THRU 6/24) 40.00 0.00 X 290493 0 9914 BRIAN SIMISON CURATOR (THRU 06/24) 40.00 0.00 X 287476 0 8890 RICH MOOI CURATOR (THRU 06/24) 40.00 0.00 X 286051 0 9273 GARY WILLIAMS CURATOR (THRU 06/24) 40.00 0.00 X 287504 0 13580 5224699 0 568478 130 0 1 0 RON FOTH RETAIL INC 8100 N HIGH ST COLUMBUS OH 43235 ADVERTISING SERVICES 4594884 CINNABAR CALIFORNIA INC 4571 ELECTRONICS PL LOS ANGELES CA 90039 EXHIBIT FABRICATION 2187075 ONERHYTHM LLC 248 3RD ST 1186 OAKLAND CA 94607 MARKETING SERVICES 1837737 ROSENDIN ELECTRIC INC 2121 OAKDALE AVE SAN FRANCISCO CA 94124 ELECTRICAL SERVICES 842826 PICTURAE INC 228 E 45 ST STE 9E NEW YORK NY 10017 HERBARIUM DIGITIZATION 838510 42 8534419 1958754 10786492 21867085 392553 43146750 ADMISSIONS 900099 20169650 20169650 AUXILIARY ACTIVITIES 900099 5591942 5591942 25761592 16889240 1023180 15866060 215654 215654 149037277 145464796 10000 3572481 -10000 3562481 3562481 207702 1958754 1039301 -831599 -831599 5105 9920 -4815 -4815 CAFE COMMISSIONS 900099 653862 653862 653862 89393165 25972431 1023180 19250804 92710 92710 737260 737260 146320 146320 5571449 2106115 3125611 339723 37089746 28049844 6169910 2869992 1291391 912847 281383 97161 6622626 4681342 1443015 498269 2830673 2000921 616780 212972 1058336 29474 1027898 964 228045 228045 95940 95940 680257 680257 2166843 409921 1109679 647243 9833929 7635813 1744967 453149 4936035 4847253 49609 39173 2593807 1813944 204526 575337 1206516 574040 573368 59108 33557 17941 13366 2250 4936899 4268281 555899 112719 941519 649231 185994 106294 168269 59407 82557 26305 9624345 7996608 1412665 215072 13324569 11481078 1534703 308788 941702 602154 301077 38471 EQUIPMENT 2913172 2086093 577427 249652 ANIMAL SUPPORT 348301 347228 893 180 PROF DEVELOPMENT 326897 205449 98497 22951 PARTICIPANT SUPPORT 127215 105508 -2263 23970 -1412587 18671 -392067 -1039191 109455741 81875453 21039479 6540809 61111 70766 5082979 1195828 16520604 15780713 700573 1154619 449102 375526 27450 17650 944467 1161294 509233192 242807778 276588023 266425414 279054456 287210233 188200455 205632221 2982940 3087892 770612160 782112156 12954016 12302185 9111499 9301604 279527085 279604420 0 6500000 3046493 2886482 304639093 310594691 X 306658358 302936191 159314709 168581274 465973067 471517465 770612160 782112156 X -20062576 25538017 68957 X X 0 1 X 1 1 1 X 47242529 49007930 36715874 51791462 43146750 227904545 47242529 49007930 36715874 51791462 43146750 227904545 16473456 211431089 6431456 6541927 8876584 14363589 15866060 52079616 151031 6666 282842 440539 113683 8780705 1067037 1016558 861564 11839547 292264247 107675602 0.72340 0.74770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAFE COMMISSIONS - 2020 AMOUNT: $ 75,005. 2021 AMOUNT: $ 492,560. 2022 AMOUNT: $ 795,312. 2023 AMOUNT: $ 771,153. 2024 AMOUNT: $ 653,862. FUNDRAISING - 2020 AMOUNT: $ 38,678. 2021 AMOUNT: $ 181,400. 2022 AMOUNT: $ 271,725. 2023 AMOUNT: $ 245,405. 2024 AMOUNT: $ 207,702. DEBT EXTINGUISHMENT - 2021 AMOUNT: $ 8,106,745. 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SUCH ITEMS WHICH HAVE BEEN ACQUIRED THROUGH PURCHASE HAVE SIMILARLY NOT BEEN CAPITALIZED. PART III, LINE 4: THE LIBRARY COLLECTION CONSISTS OF RARE BOOKS. CONTRIBUTIONS OF LIVING AND OTHER SPECIMENS HELD AS PART OF A COLLECTION - FOR EDUCATION, SCIENCE, OR PUBLIC EXHIBITION RATHER THAN FOR SALE - ARE NOT RECOGNIZED OR CAPITALIZED. PART V, LINE 4: THE INTENDED USES OF THE ACADEMY'S ENDOWMENT FUNDS ARE A BALANCE BETWEEN PROVIDING CURRENT PURPOSE RESTRICTED PROGRAM FUNDING, CURRENT OPERATING FUNDING, AND PRESERVATION OF THE ENDOWMENT TO ENSURE THE AVAILABILITY OF FUNDS FOR FUTURE OPERATIONS OF THE ACADEMY. PART X, LINE 2: THE ACADEMY FOLLOWS THE PROVISIONS OF FASB ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THERE WERE NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF JUNE 30, 2025 OR 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST 68,957. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -1,039,301. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 1,039,301. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION 77999 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTS TO RECIPIENTS LOCATED IN THIS REGION N/A 135320 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION, SCIENTIFIC AND PROFESSIONAL CONFERENCES 112703 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION, SCIENTIFIC AND PROFESSIONAL CONFERENCES 118707 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION 2389 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION, SCIENTIFIC AND PROFESSIONAL CONFERENCES 36319 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION, SCIENTIFIC AND PROFESSIONAL CONFERENCES 37350 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 12 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION, SCIENTIFIC AND PROFESSIONAL CONFERENCES 8137 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 12 GRANTS TO RECIPIENTS LOCATED IN THIS REGION N/A 11000 1 12 1 12 2 24 528924 11000 539924 CENTRAL AMERICA AND THE CARIBBEAN INTERVENTIONS TO IMPROVE HEALTH, GROWTH, AND SURVIVAL OF LARVAE AND SETTLER CORALS OF THE MESOAMERICAN REEF (MAR) 135320 WIRE 0 N/A N/A SUB-SAHARAN AFRICA SUPPORT FOR AFRICAN PENGUINS 11000 WIRE 0 N/A N/A 1 1 1 0 1 1 0 0 PART I, LINE 2: THE ACADEMY WORKS CLOSELY WITH ORGANIZATIONS GRANTED FUNDS OUTSIDE THE UNITED STATES TO ENSURE PROPER USE OF FUNDS. PART I, LINE 3: THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN FOREIGN REGIONS. PART I, LINE 3 FOR MORE THAN 160 YEARS, THE ACADEMY HAS TRAVELED THE GLOBE, COLLECTING ALL MANNER OF ROCKS AND ORGANISMS THAT CONTINUALLY TEACH US ABOUT WHERE WE'VE COME FROM AND WHERE WE ARE GOING. DIGGING, DIVING, AND DISCOVERING, ACADEMY SCIENTISTS HAVE LED EXPEDITIONS TO DOCUMENT THE PLANET'S DIVERSE FLORA AND FAUNA. THE MADAGASCAR BIODIVERSITY CENTER (MBC) IS A MALAGASY NGO FUNDED AND MANAGED BY THE CALIFORNIA ACADEMY OF SCIENCES. THE CENTRAL MISSION OF MBC IS TO IMPROVE AND ACCELERATE INDIVIDUAL AND INSTITUTIONAL CAPACITY IN BIODIVERSITY RESEARCH IN MADAGASCAR. THE CENTER INCLUDES TRAINING FACILITIES FOR MALAGASY STUDENTS AND PROVIDES AN ENVIRONMENT WHERE MALAGASY SCIENTISTS CAN PARTICIPATE IN CONSERVATION DECISION-MAKING. MBC HAS ESTABLISHED COLLABORATIONS WITH PARC BOTANIQUE ET ZOOLOGIQUE DE TSIMBAZAZA, ASSOCIATION NATIONALE POUR LA GESTION DES AIRES PROTEGEES, AND INTERNATIONAL CONSERVATION AGENCIES IN MADAGASCAR TO ENSURE THAT OUR RESULTS WILL BE CONSIDERED AS THEY DESIGN PRIORITY AREAS, MODEL CLIMATE CHANGE, OR MANAGE LOCAL PARKS. 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X X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 SCOTT SAMPSON EXECUTIVE DIRECTOR 545060 0 157500 0 3168 0 17250 0 162777 0 885755 0 0 0 JIM GOHARY CHIEF FINANCIAL OFFICER (THRU 05/25) 393099 0 67774 0 2904 0 0 0 42460 0 506237 0 0 0 AMY MILLER DIR. OF EDU K-12/ONLINE (THRU 6/24) 187158 0 0 0 218946 0 9165 0 31856 0 447125 0 0 0 AMBER MACE MANAGING DIR., CHIEF OF STRATEGY 412927 0 0 0 1104 0 3231 0 21857 0 439119 0 0 0 MELISSA FELDER CHIEF EXPERIENCE OFFICER (THRU 05/25 368481 0 0 0 2064 0 17250 0 46378 0 434173 0 0 0 MICHAEL COSTANZO GENERAL COUNSEL & CHIEF RISK OFFICER 306146 0 0 0 2064 0 15144 0 42843 0 366197 0 0 0 SHANNON BENNETT CHIEF OF SCIENCE & DEAN OF RESEARCH 295622 0 0 0 2061 0 15187 0 45956 0 358826 0 0 0 AYAT ELNOORY CHIEF PEOPLE & CULTURE OFFICER 317360 0 0 0 480 0 5016 0 17731 0 340587 0 0 0 TIFFANY ZAREM DIRECTOR OF MARKETING (THRU 06/24) 94484 0 0 0 203243 0 0 0 18152 0 315879 0 0 0 LEAH VAN DER MEI CHIEF OPERATING OFFICER (THRU 02/25) 263377 0 0 0 433 0 13696 0 38115 0 315621 0 0 0 GARY WILLIAMS CURATOR (THRU 06/24) 106281 0 0 0 181223 0 4169 0 11784 0 303457 0 0 0 MEGAN SCHUFREIDER DIR. OF EDU K-12/ONLINE (THRU 6/24) 110861 0 0 0 179632 0 4250 0 7829 0 302572 0 0 0 BRIAN SIMISON CURATOR (THRU 06/24) 110194 0 0 0 177282 0 4185 0 7170 0 298831 0 0 0 RICH MOOI CURATOR (THRU 06/24) 109356 0 0 0 176695 0 4169 0 7515 0 297735 0 0 0 MATHEW LAU CHIEF FINANCIAL OFFICER 227200 0 0 0 520 0 11427 0 17922 0 257069 0 0 0 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. THE ACADEMY'S EXECUTIVE DIRECTOR, SCOTT SAMPSON, PURCHASED FIRST-CLASS TRAVEL WHEN CONDUCTING ACADEMY BUSINESS. THIS PRACTICE IS INTENDED TO SUPPORT THE DEMANDS OF LONG-DISTANCE TRAVEL AND TO ENSURE THE EXECUTIVE DIRECTOR IS ABLE TO PERFORM ACADEMY DUTIES EFFECTIVELY TRAVELING. DURING FISCAL YEAR 2025, SCOTT SAMPSON INCURRED $22,443 IN FIRST-CLASS TRAVEL EXPENSES. DURING CALENDAR YEAR 2024, EXECUTIVE DIRECTOR SCOTT SAMPSON RECEIVED APPROXIMATELY $123,310 HOUSING ALLOWANCE REPORTED AS NONTAXABLE BENEFIT ON SCHEDULE J PART II COLUMN (D). PART I, LINE 4A AMY MILLER: $218,525 TIFFANY ZAREM: $203,052 MEGAN SCHUFREIDER: $179,516 GARY WILLIAMS: $180,650 BRIAN SIMISON: $176,526 RICH MOOI: $175,889 A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 13034A5B2 2024-03-06 281450000 REFINANCING OF DEBT 0 0 0 A 281450000 280551276 898724 2008 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK DATE THE REBATE COMPUTATION WAS PERFORMED: 03/18/2025 X 0 N/A X 9 82972 FAIR MARKET VALUE X 16 40693 FAIR MARKET VALUE X 49 0 N/A X 46469 0 N/A X RESEARCH VESSEL TIME 1 173938 FAIR MARKET VALUE X FLIGHT TRAVEL VOUCHERS 9 88650 FAIR MARKET VALUE X OTHER 3 6300 FAIR MARKET VALUE X FURNITURE 1 0 N/A X PHOTOGRAPHS 7211 0 N/A 1 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF ITEMS RECEIVED PART I, LINE 33: THE ORGANIZATION RECEIVED NONCASH CONTRIBUTIONS OF BOOKS AND PUBLICATIONS, HISTORICAL ARTIFACTS, SCIENTIFIC SPECIMENS, AND PHOTOGRAPHS WHICH WERE FULLY ACCESSIONED INTO ITS COLLECTIONS, AS ALLOWED UNDER ASC 958-360-25. NO VALUE FOR THESE ITEMS WAS INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, BECAUSE THE ORGANIZATION DID NOT CAPITALIZE ITS COLLECTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY RSM US LLP ("RSM") BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. PRIOR TO FILING WITH THE IRS, THE FORM 990 IS DISTRIBUTED TO MANAGEMENT AND THE BOARD OF TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED: THE CODE OF CONDUCT, CONFLICT OF INTEREST AND CONFIDENTIALTY POLICY SHALL APPLY TO THE CONDUCT OF ANY "INTERESTED PERSON", AND ANY TRANSACTION OR ARRANGEMENT WITH AN "INTERESTED PERSON." AN "INTERESTED PERSON" IS A TRUSTEE, AN OFFICER, AN EXECUTIVE DIRECTOR, A HIGHLY COMPENSATED EMPLOYEE, A SUBSTANTIAL CONTRIBUTOR OR A MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT "FINANCIAL INTEREST." DETERMINATION OF CONFLICTS: ANY QUESTIONS WITH REGARD TO A PARTICULAR CIRCUMSTANCE OR OCCURANCE SHOULD BE ADDRESSED TO THE CHAIR OF THE AUDIT COMMITTEE, WHO MAY CONSULT WITH LEGAL COUNSEL AS APPROPRIATE. ACTUAL CONFLICTS REVIEWED: AS SOON AS IS PRACTICABLE AFTER DETERMINING THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD SHALL DELIBERATE THE MATTER, AND THE POTENTIALLY INTERESTED PERSON, AFTER SUPPLYING SUCH INFORMATION AS THE BOARD SHALL REQUEST, SHALL RECUSE HIMSELF OR HERSELF. RESTRICTIONS IMPOSED: REQUIRE THAT THE INTERESTED PERSON LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT MAY CREATE THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PERFORMANCE IS REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR IS THE ONLY STAFF MEMBER WITH AN EMPLOYMENT CONTRACT, AND THAT AGREEMENT STIPULATES THE EXECUTIVE DIRECTOR'S SALARY, BONUS(ES), AND RAISES. EXECUTIVE DIRECTOR PAY IS NEGOTIATED WITH THE BOARD CHAIR AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. EXECUTIVE DIRECTOR COMPENSATION DATA IS REVIEWED FOR LEGAL CONSISTENCY WITH EXECUTIVE COMPENSATION CONSULTANTS FOR COMPENSATION STANDARDS. THIS PROCESS WAS LAST COMPLETED JANUARY, 2023. OTHER OFFICERS AND KEY EMPLOYEES RECEIVE RAISES CONSISTENT WITH PRACTICES FOR ALL STAFF. COMPENSATION STUDIES FOR THESE POSITIONS AND ALL STAFF MAY BE CONDUCTED BY EXECUTIVE COMPENSATION CONSULTANTS TO SUPPORT ANY COMPENSATION RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INVESTMENTS HELD 68,957. BEGINNING IN THE YEAR ENDED JUNE 30, 2025, THE ACADEMY REVISED THE PRESENTATION OF ENDOWMENT SUPPORT FOR CURRENT OPERATIONS ON ITS AUDITED FINANCIAL STATEMENTS. THIS CHANGE AFFECTS PRESENTATION ONLY AND DOES NOT IMPACT TOTAL CHANGES IN NET ASSETS. COMPARATIVE AMOUNTS ON THE STATEMENTS OF ACTIVITIES HAVE BEEN RECLASSIFIED TO CONFORM TO THE CURRENT PRESENTATION. THESE PRESENTATION CHANGES TO THE AUDITED FINANCIAL STATEMENTS DO NOT AFFECT AMOUNTS REPORTED ON FORM 990. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP C/O PATHSTONE ONE MARITIME PLAZA SI SAN FRANCISCO CA 94111 472271303 INVESTMENT CA CALIFORNIA ACADEMY OF SCIENCES INVESTMENT 16900672 182993359 0 1023180 0 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP B 959966 GAAP CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP S 10395271 GAAP