2026-05-05T15:28:31-05:00 2025-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-07-01 061062912 THE MARITIME AQUARIUM AT NORWALK INC MARI 2038520700 10 N WATER ST NORWALK CT 06854 JASON PATLIS PRESIDENT & CEO 2038520700 2026-05-05 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z JASON PATLIS 10 N WATER ST NORWALK CT 06854 22205036 0 X WWW.MARITIMEAQUARIUM.ORG X 1982 CT SEE PART III, LINE 1. 24 24 222 282 0 0 5901569 9364957 9498299 10153126 67658 454677 1017036 511208 16484562 20483968 0 0 0 0 8490609 9294680 0 0 399039 7580011 7878757 16070620 17173437 413942 3310531 27233562 32038448 3863716 4031109 23369846 28007339 X THE MARITIME AQUARIUM AT NORWALK SEEKS TO IGNITE A CONNECTION TO LONG ISLAND SOUND AND THE OCEAN TO ENRICH THE LIVES OF ALL PEOPLE AND INSPIRE ACTION TO PROTECT OUR BLUE PLANET. 0 0 11077863 9011929 THE MARITIME AQUARIUM AT NORWALK FULFILLS ITS MISSION THROUGH ITS LIVE ANIMAL EXHIBITS THAT FEATURE APPROXIMATELY 7,500 ANIMALS, COMPRISED OF ABOUT 300 SPECIES, INCLUDING THOSE THAT ARE ENDANGERED, THREATENED OR PROTECTED. WITH 75 EXHIBITS, INTERACTIVE AND IMMERSIVE EXPERIENCES, TOUCH TANKS, AND ANIMAL FEEDINGS, GUESTS CAN BETTER APPRECIATE THE WONDERS OF THE RICH MARINE BIODIVERSITY OF THE LONG ISLAND SOUND THE GLOBAL OCEAN AND LEARN HOW TO SERVE AS STEWARDS OF THE ENVIRONMENT. COMPLEMENTING ITS EXHIBITS AND GUEST ENGAGEMENT, THE AQUARIUM CONDUCTS NUMEROUS RESEARCH AND CONSERVATION PROJECTS WITH BOTH PROFESSIONAL RESEARCHERS AND COMMUNITY SCIENTISTS TO BETTER UNDERSTANDING THE ECOLOGY OF THE LONG ISLAND SOUND AND TO RESTORE ITS ECOSYSTEM TO A HEALTHY, SUSTAINABLE CONDITION. THE AQUARIUM FURTHER ENGAGES WITH GOVERNMENT AND INSTITUTIONAL PARTNERS TO SUPPORT THE LOCAL COMMUNITY AS A CULTURAL, EDUCATIONAL AND CONSERVATION LEADER. 1987428 1128378 THE MARITIME AQUARIUM AT NORWALK SPECIALIZES IN EDUCATION PROGRAMMING FOR SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) AT ALL AGE LEVELS, FROM PRE-K THROUGH 12TH GRADE. EDUCATION PROGRAMS ARE CONDUCTED IN A WIDE VARIETY OF VENUES AND MEDIA: IN CLASSROOMS AT THE AQUARIUM; IN SCHOOLS THROUGHOUT THE STATE THROUGH OUR TRAVELING TEACHER PROGRAM; AS PART OF AFTERSCHOOL, WEEKEND PROGRAMS AND SUMMER CAMPS; THROUGH WHOLE SCHOOL PARTNERSHIPS; ONLINE VIRTUALLY THROUGHOUT THE WORLD THROUGH DIGITAL PROGRAMMING; ALONG COASTAL WATERWAYS AND SHORELINES THROUGH OUTDOOR PROGRAMMING; ON THE WATERS OF LONG ISLAND SOUND. PROGRAMS ARE DESIGNED TO IMPROVE STEM LITERACY AT ALL LEVELS USING LIVE ANIMALS AND INTERACTIVE EXPERIENCES IN THE LOCAL ENVIRONMENT OF THE LONG ISLAND SOUND. THE AQUARIUM HAS GROWING INVOLVEMENT IN PROFESSIONAL DEVELOPMENT TRAINING FOR TEACHERS SPECIFICALLY IN THE AREA OF STEM PROGRAMMING. 115673 471145 THE 4D THEATER OFFERS A SENSORY-BASED MOVIE EXPERIENCE FOR GUESTS TO ENJOY AND LEARN THROUGH THE ENTERTAINING AND EDUCATIONAL FILMS THAT PLAY IN THE THEATER. FILMS COVER ALL ASPECTS OF THE NATURAL WORLD. THE 4D THEATER ALSO SERVICES AS A VERSATILE VENUE FOR LECTURES, SCREENINGS, PRESENTATIONS, DISCUSSIONS, ETC., FOR THE COMMUNITY AND FOR PRIVATE GROUPS. 13180964 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 1 222 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X JASON PATLIS 2038520700 10 N WATER ST NORWALK CT 06854 CLAYTON FOWLER CHAIR 3.00 X X 0 0 0 WILLIAM BURNHAM 1ST VICE CHAIR 1.00 X X 0 0 0 NEIL BEUP 2ND VICE CHAIR 1.00 X X 0 0 0 RICHARD HOKIN TREASURER 1.00 X X 0 0 0 NOVELETTE PETERKIN SECRETARY 1.00 X X 0 0 0 EARL MIX ASSISTANT TREASURER 1.00 X X 0 0 0 KATHRYN BOWLER MITCHELL ASSISTANT SECRETARY 1.00 X X 0 0 0 BRIAN BIDOLLI TRUSTEE, EX OFFICIO 1.00 X 0 0 0 NORM BLOOM TRUSTEE 1.00 X 0 0 0 KEVIN CONROY TRUSTEE 1.00 X 0 0 0 ROBERT COUNIHAN TRUSTEE 1.00 X 0 0 0 REV DR LINDSAY CURTIS TRUSTEE 1.00 X 0 0 0 CHERYL DE VONISH TRUSTEE 1.00 X 0 0 0 SHARON GIESE TRUSTEE 1.00 X 0 0 0 ANN GILMARTIN TRUSTEE, EX OFFICIO 1.00 X 0 0 0 JIM HALL TRUSTEE 1.00 X 0 0 0 MELISSA JOAN HART TRUSTEE (UNTIL 12/2024) 1.00 X 0 0 0 NATALIE SIMPSON LITTLE TRUSTEE 1.00 X 0 0 0 BASIL MAVROLEON TRUSTEE (FROM 12/2024) 1.00 X 0 0 0 DEBORAH MCLEAN TRUSTEE 1.00 X 0 0 0 MICHAEL REILLY TRUSTEE, EX OFFICIO 1.00 X 0 0 0 THE HON HARRY RILLING TRUSTEE, EX OFFICIO 1.00 X 0 0 0 DIANE SCHLINKERT TRUSTEE 1.00 X 0 0 0 HARLAN STONE TRUSTEE 1.00 X 0 0 0 MICHAEL WEINSTOCK TRUSTEE 1.00 X 0 0 0 JASON PATLIS PRESIDENT & CEO 40.00 X 277769 0 44042 DANIELLE TRANZILLO CHIEF STRATEGY & GROWTH OFFICER 40.00 X 202981 0 41460 DAVID J TRUEDSON COO 40.00 X 195555 0 46825 MEGAN LOOMER VP OF FINANCE (UNTIL 12/2024) 40.00 X 181464 0 10556 THOMAS A NAIMAN VP OF EDUCATION 40.00 X 156604 0 9617 TRICE JODI DIRECTOR OF P&C 40.00 X 115846 0 41588 CROSBY SARAH DIRECTOR OF C&P 40.00 X 106148 0 36243 BEAMONTE CARLOS DIRECTOR OF FACILITIES 40.00 X 107187 0 6680 1343554 0 237011 8 0 1 0 CONTROLLED AIR INC DEPT 000305 PO BOX 2200 HARTFORD CT 06415 HEATING/COOLING SYSTEM 966905 COLLECTIVE SYSTEMS 76 PROGRESS DRIVE SUITE 270 STAMFORD CT 06902 VIDEO WALL IMAGING 571756 AFFINECO LLC DBA PRITCHARD INDUSTRIES PO BOX 24201 NEW YORK NY 10087 CUSTODIAL SERVICES 534442 MAKIARIS MEDIA SERVICES 1111 CROMWELL AVENUE SUITE 503 ROCKY HILL CT 06067 MEDIA & CONSULTING SERVICES 522271 SPRUNG INSTANT STRUCTURES 5711 W DANNON WAY 9280 S WEST JORDAN UT 84088 INSTALLATION OF TEMPORARY OUTSIDE STRUCT 522153 13 508631 1824211 7032115 54166 9364957 ADMISSIONS 900099 7334298 7334298 MEMBERSHIP 900099 1593319 1593319 EDUCATION 900099 645546 645546 COMMUNITY SERVICES 900099 482832 482832 OTHER PROGRAM REVENUE 900099 64214 64214 32917 32917 10153126 436283 436283 43892 0 43892 43892 43892 1569845 1551451 18394 18394 18394 20970 508631 169617 -148647 -148647 458326 0 458326 458326 FOOD SERVICE & CATERING 900099 139003 139003 INSURANCE RECOVERY 900099 18634 18634 157637 20483968 10611452 0 507559 848283 304246 364194 179843 6601447 5388689 1126366 86392 176219 147928 27404 887 923594 749125 158949 15520 745137 585286 148934 10917 5091 3983 1108 246165 246165 48750 48750 24314 24314 1027667 841795 168719 17153 586883 586883 200595 82335 86491 31769 328484 260940 48868 18676 756447 756447 91359 78873 12356 130 609717 582327 18850 8540 21361 21361 973170 741385 231785 329785 329785 REPAIRS AND MAINTENANCE 1370255 1370255 EQUIPMENT AND SUPPLIES 657466 632249 23734 1483 CREDIT CARD CHARGES 220709 175326 32835 12548 PROF. DEVELOPMENT 101269 78058 19863 3348 279270 75915 192630 10725 17173437 13180964 3593434 399039 392338 489454 5244631 6382021 575255 644063 91067 110984 273009 40529 35429519 25526868 8165059 9902651 12432203 14408746 60000 60000 27233562 32038448 1635136 1652727 842410 926502 1148098 1142585 238072 309295 3863716 4031109 X 19108598 18764628 4261248 9242711 23369846 28007339 27233562 32038448 3310531 1326962 0 X 0 1 X 1 0 X 4566786 9226722 5760877 5901569 9364957 34820911 6580035 8740890 9739450 10035667 10611452 45707494 98013 98013 98013 98013 98013 490065 11244834 18065625 15598340 16035249 20074422 81018470 255925 297440 1246860 1800225 0 255925 297440 1246860 1800225 79218245 60181 174241 304244 479005 480175 1497846 60181 174241 304244 479005 480175 1497846 745 745 169680 112519 113494 567570 157637 1120900 11474695 18353130 16016078 17081824 20712234 83637961 0.94720 0.94580 0.01790 0.01470 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 63,069. FOOD SERVICE - 2020 AMOUNT: $ 22,632. 2021 AMOUNT: $ 112,519. 2022 AMOUNT: $ 113,494. 2023 AMOUNT: $ 112,062. 2024 AMOUNT: $ 139,003. INSURANCE RECOVERY - 2020 AMOUNT: $ 16,675. 2023 AMOUNT: $ 455,508. 2024 AMOUNT: $ 18,634. COMMUNITY SERVICES - 2020 AMOUNT: $ 15,598. FUNDRAISING - 2020 AMOUNT: $ 51,706. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 48750 0 0 48750 0 PART II-B, LINE 1: TMA CONTRACTS WITH A PARTNER FOR GENERAL INFORMATION ON LEGISLATIVE SCHEDULES AND HEARING DATES TO TRACK LEGISLATION ON OUR BEHALF, INCLUDING LEGISLATION RELATING TO APPROPRIATIONS, BUDGET, TOURISM, COMMERCE, CONSERVATION, AND ENVIRONMENTAL MATTERS. 0 60000 X 0 12920874 4000000 1694085 1495514 17119445 10671351 1000000 1599589 350066 12920874 6046326 3629852 995173 10671351 3240293 3715000 -908967 6046326 2130719 540543 569031 3240293 0.63108 0.36892 0.00000 0 0 11265093 5708092 5557001 8598933 8100764 498169 10777643 7491061 3286582 4787850 4226951 560899 9902651 DEPOSITS 221715 REFUNDABLE ADVANCE 87580 309295 22054246 1326962 98013 169617 1594592 20459654 24314 24314 20483968 17416753 98013 169617 267630 17149123 24314 24314 17173437 PART III, LINE 4: DURING FY24, AN ICHTHYOSAUR FOSSIL WAS DONATED TO THE MARITIME AQUARIUM. TMA MAINTAINS AND PRESERVES THE FOSSIL FOR PUBLIC EXHIBITION TO FURTHER ITS EXEMPT PURPOSES OF SCIENTIFIC EDUCATION, EXPERIENTIAL LEARNING, AND APPRECIATION FOR THE INTERRELATIONSHIP OF NATURAL AND CULTURAL EVENTS AND GLOBAL ECOLOGY AS THEY RELATE TO LONG ISLAND SOUND, ITS WATERSHED AND THE GLOBAL OCEAN. PART V, LINE 4: ANY PERMANENT ENDOWMENT MONIES MUST BE USED IN ACCORDANCE WITH DONOR RESTRICTIONS. THE BOARD THROUGH THE REGULAR BUDGET PROCESS SHALL APPROVE EXPENDITURE OF INCOME GENERATED CONSISTENT WITH THE SPENDING RATE STIPULATED HEREIN. UNRESTRICTED ENDOWMENT MONIES MAY BE USED FOR THE NEEDS OF THE MARITIME AQUARIUM. THIS INCLUDES THE CORPUS OF THE GIFT, TOGETHER WITH ANY DIVIDENDS, INCOME, AND CAPITAL APPRECIATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED AS AN EXPENSE ON THE 169,617. AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED AS AN EXPENSE ON THE 169,617. AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. GALA 529601 508631 20970 34771 3500 131346 529601 508631 20970 34771 3500 131346 169617 -148647 X X X X 0 0 0 0 0 0 0 0 0 JASON PATLIS PRESIDENT & CEO 277769 0 0 0 0 0 11177 0 32865 0 321811 0 0 0 DANIELLE TRANZILLO CHIEF STRATEGY & GROWTH OFFICER 202981 0 0 0 0 0 8600 0 32860 0 244441 0 0 0 DAVID J TRUEDSON COO 195555 0 0 0 0 0 10294 0 36531 0 242380 0 0 0 MEGAN LOOMER VP OF FINANCE (UNTIL 12/2024) 181464 0 0 0 0 0 0 0 10556 0 192020 0 0 0 THOMAS A NAIMAN VP OF EDUCATION 156604 0 0 0 0 0 8475 0 1142 0 166221 0 0 0 TRICE JODI DIRECTOR OF P&C 115846 0 0 0 0 0 6250 0 35338 0 157434 0 0 0 X 1 49166 FMV X EVENT PRIZES 1 5000 FMV 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPORTS THE NUMBER OF CONTRIBTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. THE BOARD THEN REVIEWED THE 990 BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH PERSON SERVING AS AN OFFICER, OR MEMBER OF THE BOARD OF TRUSTEES OF TMA COMPLETES A CONFLICT-OF-INTEREST DISCLOSURE FORM. THE BOARD IS GIVEN AN UPDATE ON THE SUBMISSION AND REPORTING OF STATEMENTS OF ANY CONFLICTS, AS WELL AS ON ANY DISCLOSURES, AT ITS ANNUAL MEETING. THE NOMINATING AND GOVERNANCE COMMITTEE REVIEWS ALL STATEMENTS OF TRUSTEES AND OFFICERS IN ADVANCE OF THE ANNUAL MEETING, AND FURTHER REVIEWS STATEMENTS THAT ARE MADE THROUGHOUT THE YEAR AT REGULAR COMMITTEE MEETINGS AND PRESENTED TO THE BOARD AT THE NEXT SCHEDULED BOARD MEETING, WHICH IS THEN RECORDED IN THE MINUTES OF THAT BOARD MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING IS NOT COUNTED IN DETERMINING THE PRESENCE OF A QUORUM OR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT-OF-INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND IS NOT PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE IS REFLECTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A TMA COMMISSIONED AN OUTSIDE, INDEPENDENT FIRM TO DO AN OVERALL COMPENSATION REVIEW IN 2023, WHICH INCLUDED EXECUTIVES. IN ADDITION, THE PRESIDENT/CEO SALARY AND PERFORMANCE ARE REVIEWED EVERY YEAR BY THE EXECUTIVE COMMITTEE AND THE BOARD. OTHER COMPARABLE ORGANIZATIONS WERE SURVEYED FOR COMPENSATION DATA. SURVEYS WERE USED FOR OTHER KEY EMPLOYEES AND COMPARATIVE DATA WAS USED IN DETERMINING PREVAILING MARKET WAGES GIVEN PERFORMANCE, EDUCATION, TRAINING AND EXPERIENCE. THE CEO'S COMPENSATION REVIEW PROCESS WAS DISCUSSED AND DOCUMENTED AND LAST TOOK PLACE IN JULY 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION, UPON REQUEST, AT ITS ADMINISTRATIVE OFFICE IN NORWALK, CONNECTICUT.