2026-07-09T15:42:45-05:00 2025-09-30 GARY MCGEE & CO LLP 222 SW COLUMBIA ST STE 200 PORTLAND OR 97201 990 2024-10-01 930877807 OREGON COAST AQUARIUM INC OREG 5418673474 2820 SE FERRY SLIP ROAD NEWPORT OR 97365 CARRIE LEWIS PRESIDENT & CEO 5418673474 2026-07-09 1 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z CARRIE LEWIS 2820 SE FERRY SLIP ROAD NEWPORT OR 97365 18856331 0 X WWW.AQUARIUM.ORG X 1984 OR SEE SCHEDULE O 12 12 171 306 0 0 8298085 6626293 9377762 10293081 650344 566351 769841 850618 19096032 18336343 0 0 0 0 6616986 7136726 0 0 460984 6015578 6487629 12632564 13624355 6463468 4711988 58979580 60650748 9048153 5975956 49931427 54674792 X THE AQUARIUM'S MISSION IS TO MAINTAIN THE HIGHEST QUALITY AQUATIC AND MARINE SCIENCE PROGRAMS FOR RECREATION AND EDUCATION SO THAT THE PUBLIC BETTER UNDERSTANDS, CHERISHES, AND CONSERVES THE WORLD'S NATURAL MARINE AND COASTAL RESOURCES. 0 0 6375813 ANIMAL CARE: THE AQUARIUM MAINTAINS AND CARES FOR OVER 500 SPECIES OF ANIMALS IN STUNNING INDOOR AND OUTDOOR EXHIBITS AT ITS 30-ACRE MARINE FACILITY. CURRENT EXHIBITIONS INCLUDE PASSAGES OF THE DEEP, SEALS & SEA LIONS, SEA OTTERS SEABIRD AVIARY, TURKEY VULTURES AND INDOOR GALLERIES: SANDY COAST, ROCKY COAST, CONNECTED COASTS, AND PACIFIC JELLIES. THE PRIMARY FUNCTION OF THE ANIMAL CARE DEPARTMENT IS TO PROVIDE CARE AND A HEALTHY ENVIRONMENT FOR THE MARINE ANIMALS. THE DEPARTMENT IS RESPONSIBLE FOR ALL ASPECTS OF ANIMAL HUSBANDRY, LIFE SUPPORT, REHABILITATION, ANIMAL COLLECTION, TRANSPORT, AND ALL DIVE PROGRAMS ASSOCIATED WITH THE AQUARIUM. 2351944 10293081 VISITOR SERVICES AND MARKETING: THE AQUARIUM PROVIDES INFORMATION AND RELATED SERVICES TO VISITORS, STUDENTS, RESEARCHERS, SCHOLARS, AND OTHERS INTERESTED IN THE AQUARIUM'S EXHIBITS, PROGRAMS, AND OTHER ACTIVITIES. IN ADDITION, THE AQUARIUM CONDUCTS BROADER EFFORTS TO COMMUNICATE WITH THE GENERAL PUBLIC ABOUT MARINE LIFE AND OREGON'S COASTAL ECOSYSTEMS AND PROMOTE THE AQUARIUM'S EDUCATIONAL PROGRAMS AND SERVICES. 1677526 MISSION ENGAGEMENT: THE AQUARIUM OFFERS ONSITE, ONLINE AND OUTREACH EDUCATION PROGRAMS, INCLUDING CLASSROOM PROGRAMS, VIRTUAL FIELD TRIPS AND CAREER EXPLORATIONS. ADDITIONALLY, WE ARE NOW ENGAGING SCOUT GROUPS AND COLLEGE CLUBS IN FIELD BASED COMMUNITY SCIENCE PROJECTS. THE AQUARIUM PARTNERS WITH LINCOLN COUNTY SCHOOL DISTRICT (LCSD) ON AN OCEAN LITERACY INITIATIVE - CREATING FIELD EXPERIENCES ALIGNED WITH LCSD'S NEWLY ADOPTED SCIENCE CURRICULUM. THE AQUARIUM HAS A YOUTH VOLUNTEER PROGRAM INCLUDES SUMMER INTERPRETERS AND A NEWLY DEVELOPED MARINE SCIENCE CLUB IN CONJUNCTION WITH LOCAL SCHOOLS. THE AQUARIUM, IN COLLABORATION WITH LCSD, CREATED A BILINGUAL PROGRAM FOR HIGH SCHOOL STUDENTS THAT SERVES OUR GROWING LATINO COMMUNITY. CONTINUED ON SCHEDULE O. ON-SITE, THE AQUARIUM FACILITATES BEHIND-THE-SCENES TOURS AND SCHOOL FIELD TRIPS AS WELL AS A VARIETY OF ADDED-VALUE PROGRAMS SUCH AS NARRATED PELICAN PRESENTATIONS. THE AQUARIUM'S EDUCATORS USE ANIMAL AMBASSADORS, SUCH AS OUR BARN OWL OR WESTERN POND TURTLE, TO REACH VISITORS ABOUT COASTAL WILDLIFE, AND INSTILL EMPATHY TOWARD MISUNDERSTOOD SPECIES. WITH OUR NEWLY REMODELED CHANGING EXHIBITION SPACE, THE AQUARIUM IS AGAIN OFFERING ROTATING EXHIBITIONS. 10405283 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 171 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X CARRIE LEWIS PRESIDENT & CEO 5418673474 2820 SE FERRY SLIP ROAD NEWPORT OR 97365 DUSTIN CAPRI BOARD CHAIR 2.00 X X 0 0 0 BRAND SCHLESINGER BOARD FIRST VICE CHAIR 2.00 X X 0 0 0 GARETH OLDS BOARD TREASURER 2.00 X X 0 0 0 LAURA ANDERSON BOARD MEMBER-AT-LARGE 2.00 X 0 0 0 DR ROBERT COWEN BOARD MEMBER 2.00 X 0 0 0 W BRENT DENHAM PE PMP BOARD MEMBER 2.00 X 0 0 0 DANIELLE HART BOARD MEMBER 2.00 X 0 0 0 NICHOLAS D LAUREN BOARD MEMBER 2.00 X 0 0 0 DR DANIEL E LEWER BOARD MEMBER 2.00 X 0 0 0 BARRY MILLER BOARD MEMBER 2.00 X 0 0 0 DR MARSHALL MEASE ROACHE BOARD MEMBER 2.00 X 0 0 0 GUY THOMPSON BOARD MEMBER 2.00 X 0 0 0 CARRIE LEWIS PRESIDENT & CEO 40.00 X 240781 0 17903 GREG HOARD DIR. OF FINANCE 30.00 X 87656 0 9226 JENNA CLOS CHEIF OPERATING OFFICER 40.00 X 77085 0 11739 JIM BURKE DIRECTOR OF ANIMAL CARE 40.00 X 105308 0 12484 510830 0 51352 2 0 1 0 ANDERSON CONSTRUCTION 6712 N CUTTER CIRCLE PORTLAND OR 97217 CONSTRUCTION SERVICES 8258565 QUALITY CONCRETE CONSTRUCTION CO PO BOX 567 NEWPORT OR 97365 CONSTRUCTION CONTRACTOR 584810 EHDD ARCHITECTURE 300 MONTGOMERY STREET SUITE 900 SAN FRANCISCO CA 94101 ARCHITECTURE 503374 PAYROC 1500 MEDICAL CENTER SUITE 403 MURFREESBORO TN 37129 PAYMENT PROCESSING PLATFORM 264776 ARTULA INSTITUTE FOR ARTS & ENVIROMENTAL PO BOX 1139 BANDON OR 97411 ART EXHIBIT RENTAL 178147 9 857702 776341 4992250 14089 6626293 ADMISSIONS 900099 9365293 9365293 GIFT SHOP RENT INCOME 459420 902098 902098 MEMBERSHIP DUES 900099 25690 25690 10293081 779846 779846 23300 17046 0 0 23300 17046 40346 40346 213495 -213495 -213495 -213495 950775 306493 644282 644282 OTHER REVENUE 900099 165990 165990 165990 18336343 10293081 0 1416969 383779 27441 328897 27441 124551 124551 5162172 3321477 1637655 203040 95438 57798 34693 2947 863959 489785 341890 32284 506827 319713 166096 21018 2294 2294 71466 71466 816784 491836 276219 48729 284955 284265 690 272946 95967 119478 57501 88758 88758 775839 588190 180011 7638 127903 90534 31100 6269 30983 24306 5812 865 239117 184120 52606 2391 1912812 1472865 420819 19128 180700 139139 39754 1807 OTHER SUPPLIES 978735 823412 152257 3066 BANK FEES 326157 323680 2477 MAINTENANCE AND REPAIRS 292101 121140 164071 6890 OTHER EXPENSES 86079 40298 44485 1296 1384766 -1402750 17984 13624355 10405283 2758088 460984 382588 85143 4886593 7409565 1427930 605098 91343 68701 23316 29653 403794 443661 75547859 35048927 35864017 40498932 14534667 10178168 1365332 1331827 58979580 60650748 3539243 1330513 281726 164239 5014613 4311375 212571 169829 9048153 5975956 X 43000649 50031191 6930778 4643601 49931427 54674792 58979580 60650748 X 4711988 8094 23283 X 0 1 X 1 0 X 13639089 6367472 4436292 7889175 6184337 38516365 473269 524693 492522 408910 441956 2341350 14112358 6892165 4928814 8298085 6626293 40857715 6993919 33863796 43586 60463 476365 715923 820192 2116529 54737 36614 56848 65954 165990 380143 43354387 50267363 0.78110 0.81400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 54,737. 2021 AMOUNT: $ 36,614. 2022 AMOUNT: $ 56,848. 2023 AMOUNT: $ 65,954. 2024 AMOUNT: $ 165,990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13163371 13163371 808169 202042 0 0 623552 689041 758006 808169 2878768 4318152 10800 34415 45215 155888 172260 189502 202042 719692 1079538 186308 21124 3710 203722 164376 25728 3796 186308 154519 13222 3365 164376 70848 100000 -16329 154519 51728 19120 70848 1.00000 1 0 2739730 2739730 57995496 30334744 27660752 9352499 4714183 4638316 5460134 5460134 40498932 ACCRUED INTEREST 17001 LIFE ESTATE BENEFICIARY USE OBLIGATION 54286 LEASE LIABILITIES - OPERATING LEASES 98542 169829 18367720 8094 23283 31377 18336343 0 18336343 13624355 0 13624355 0 13624355 PART V, LINE 4: INVESTMENT RETURN ON THE ENDOWMENT IS FOR GENERAL OPERATIONS AND ADMISSIONS FOR FOSTER CHILDREN AND FAMILIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN LIFE ESTATE 2,159. NET CHANGE IN INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 21,124. X X 0 0 0 0 0 0 0 0 0 CARRIE LEWIS PRESIDENT & CEO 240781 0 0 0 0 0 9631 0 8272 0 258684 0 0 0 PART I, LINE 3 FROM THE EXECUTIVE COMMITTEE, THE CHAIR SELECTS MEMBERS TO REVIEW THE PERFORMANCE OF THE CEO FOR THE LAST YEAR AS WELL AS THE COMPENSATION PACKAGE. THE AQUARIUM CONDUCTS COMPENSATION REVIEWS OF ITS MANAGEMENT AND OTHER STAFF ANNUALLY LEVERAGING THREE MAIN SOURCES FOR COMPARABLE DATA: THE AZA MEMBER COMPENSATION REPORT (AZA REPORT), THE NONPROFIT ASSOCIATION OF OREGON'S COMPENSATION AND BENEFIT REPORT, AND PUBLIC COMPENSATION DATA PROVIDED BY THE CITY OF NEWPORT. RELEVANT COMPARABLE MARKET DATA, THE CURRENT BENEFIT PACKAGE AND HISTORICAL COMPENSATION DATA IS PROVIDED TO THE REVIEW BOARD MEMBERS FOR REVIEW. ALSO PROVIDED FROM THE FINANCE DIRECTOR IS THE CURRENT YEAR'S BUDGET FOR COMPENSATION. AFTER A REVIEW OF THE FINANCIAL POSITION OF THE AQUARIUM AND DISCUSSION OF THE WORK LOAD THE CEO IS UNDER, CONSENSUS IS MADE ON A NEW PACKAGE WITH GOALS FOR THE UPCOMING YEAR. THE CHAIR REVIEWS WITH THE CEO ON THESE GOALS AND COMPENSATION. THE FINAL APPROVED COMPENSATION NUMBERS ARE PROVIDED BY THE EXECUTIVE COMMITTEE FOR PROCESSING. FORM 990, PART I, LINE 1: THE OREGON COAST AQUARIUM IS A PRIVATE, NONPROFIT AQUATIC AND MARINE SCIENCE EDUCATIONAL FACILITY OFFERING A FUN AND INTERESTING WAY TO LEARN ABOUT OREGON'S UNIQUE COASTAL ECOSYSTEM. SINCE IT OPENED ITS DOORS IN 1992, THE AQUARIUM HAS EDUCATED AND ENTERTAINED MILLIONS OF VISITORS TO THE CENTRAL OREGON COAST, AND HAS BEEN A MODEL FOR MARINE RESEARCH AND CONSERVATION. THE AQUARIUM IS DEDICATED TO TEACHING MARINE WILDLIFE AND OCEAN PRESERVATION THROUGH RESPONSIBLE MANAGEMENT AND EXHIBITION OF MARINE LIFE. OBJECTIVES OF THE AQUARIUM ARE TO DEVELOP AND PURSUE CONSERVATION, DEVELOP AND PROVIDE EDUCATION AND RESEARCH PROGRAMS OF LOCAL AND GLOBAL SIGNIFICANCE, FOSTER AN AWARENESS AND APPRECIATION OF OREGON'S COASTAL ENVIRONMENT AND THE INTERDEPENDENCE OF OUR GLOBAL ECOSYSTEM, AND SERVE AS A COMMUNITY RESOURCE AND RECREATIONAL CENTER. IN 2016, THE OREGON COAST AQUARIUM EMBARKED ON A FIVE YEAR AGGRESSIVE AND NECESSARY CAPITAL CAMPAIGN TO RAISE $12.5 MILLION FOR CAPITAL IMPROVEMENTS TO THE FACILITY AND ANIMAL EXHIBITS. THE PROJECTS IDENTIFIED ARE TO: 1) BUILD A MARINE WILDLIFE REHABILITATION CENTER 2) ENHANCE THE GRAND HALL AND NATURE PLAY AREA 3) RENOVATE EXISTING EXHIBIT GALLERIES 4) EXPAND OUR OUTREACH AND EDUCATIONAL PROGRAMMING FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE COMPLETED FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND SUBMITTED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C RELATED PARTY TRANSACTIONS ARE REPORTED TO THE EXECUTIVE COMMITTEE OR THE FULL BOARD AT EACH MONTHLY MEETING. THE FULL BOARD MEETS QUARTERLY WITH THE EXECUTIVE COMMITTEE MEETING ON THE OTHER MONTHS. THE COMMITTEE OR BOARD THEN VOTES ON WHETHER OR NOT TO ACCEPT THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A FROM THE EXECUTIVE COMMITTEE, THE CHAIR SELECTS MEMBERS TO REVIEW THE PERFORMANCE OF THE CEO FOR THE LAST YEAR AS WELL AS THE COMPENSATION PACKAGE. THEY RESEARCH COMPARABLE SALARIES LOCALLY AND WITH OTHER AZA AQUARIUMS. THE AQUARIUM CONDUCTED A COMPENSATION REVIEW OF ITS MANAGEMENT AND OTHER STAFF IN SEPTEMBER 2024 USING THREE MAIN SOURCES: THE 2023 AZA MEMBER COMPENSATION REPORT (AZA REPORT), THE 2024 NONPROFIT ASSOCIATION OF OREGON'S COMPENSATION AND BENEFIT REPORT, AND 2024 COMPARABLES PROVIDED BY THE CITY OF NEWPORT. GATHERED FROM HR IS THE CURRENT PACKAGE IN PLACE ALONG WITH THE HISTORY. ALSO PROVIDED FROM THE FINANCE DIRECTOR IS THE CURRENT YEAR'S BUDGET FOR COMPENSATION. AFTER A REVIEW OF THE FINANCIAL POSITION OF THE AQUARIUM AND DISCUSSION OF THE WORK LOAD THE CEO IS UNDER, CONSENSUS IS MADE ON A NEW PACKAGE WITH GOALS FOR THE UPCOMING YEAR. THE CHAIR REVIEWS IN PERSON WITH THE CEO ON THESE GOALS AND COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN LIFE ESTATE 2,159. CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OREGON COMMUNITY FOUNDATION 21,124.