2024-11-06T16:12:29-06:00 2023-12-31 580673524 MSTILLER LLC 1960 SATELLITE BLVD SUITE 3600 DULUTH GA 30097 990 2023-01-01 274284050 GEORGIA AQUARIUM FOUNDATION INC GEOR 4045814000 225 BAKER STREET NW ATLANTA GA 30313 TRAVIS BURKE EXECUTIVE VP 4045814000 2024-11-05 1 0 GREGORY W HAYES P00054246 7709958800 2024-11-05 2023 2024-10-15 13:58:12Z TRAVIS BURKE 225 BAKER STREET NW ATLANTA GA 30313 7170542 0 X NA X 2010 GA TO SUPPORT THE GEORGIA AQUARIUM, INC. 5 3 0 0 0 0 7135212 6405006 0 0 0 -69454 -129858 -90913 7005354 6244639 2486543 2397922 0 0 0 0 0 0 0 0 0 2486543 2397922 4518811 3846717 76137830 80661963 523777 1201193 75614053 79460770 X TO BE THE FUNDRAISING ARM FOR THE GEORGIA AQUARIUM, INC., TO HOLD FINANCIAL AND OTHER INVESTMENTS FOR THE BENEFIT OF THE GEORGIA AQUARIUM, INC., AND TO MAKE DISTRIBUTIONS/GRANTS/LOANS TO AND FOR THE BENEFIT OF THE GEORGIA AQUARIUM, INC. AND, AS SO DEEMED BY THE BOARD OF DIRECTORS, OTHER RELATED ORGANIZATIONS WITH SIMILAR PURPOSES AND FUNCTIONS THAT QUALIFY AS 501(C)(3) PUBLICLY SUPPORTED ORGANIZATIONS. 0 0 2397922 2397922 0 A SUPPORTING ORGANIZATION FOR THE GEORGIA AQUARIUM, INC.THE FOUNDATION'S ANNUAL FUNDRAISING EFFORTS RAISED $5.7 MILLION FROM DONORS AND $746,631 FROM FUNDRAISING EVENTS TO SUPPORT THE GEORGIA AQUARIUM'S COMMUNITY AND EDUCATION PROGRAMS INCLUDING VARIOUS AQUATIC ANIMAL INITIATIVES, SPONSORED EDUCATION ADMISSIONS AND TEACHER DEVELOPMENT PROGRAMS FOR ELEMENTARY AND SECONDARY STUDENTS AND TEACHERS, ITS H2O SUMMER CAMP PROGRAM FOR KIDS, RESEARCH & CONSERVATION AND MILITARY PROGRAMS. 2397922 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 20 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 GA X TRAVIS BURKE EXECUTIVE VP 4045814000 225 BAKER STREET NW ATLANTA GA 30313 STEVEN RICHARD KOONIN DIRECTOR/CHAIRMAN 1.00 1.00 X X 0 0 0 TIMOTHY J PAKENHAM DIRECTOR/VICE-CHAIRMAN/SEC 1.00 1.00 X X 0 0 0 JAMES S GRIEN DIRECTOR/TREASURER 1.00 1.00 X X 0 0 0 BRIAN DAVIS PRESIDENT & CEO 1.00 40.00 X 0 876965 35227 CHRISTINA ROBINSON SR VP/CFO 1.00 40.00 X 0 456028 28814 TRAVIS BURKE EXECUTIVE VP 1.00 40.00 X 0 229366 20686 0 1562359 84727 0 0 1 0 0 746631 5658375 90913 6405006 216340 285794 -69454 -69454 -69454 549196 746631 640109 -90913 -90913 6244639 0 0 -160367 2397922 2397922 2397922 2397922 0 0 6771978 3428383 1582921 1120165 128487 74117 36078 18483 155745 31725 383243 124020 67235123 75896795 76137830 80661963 113359 91281 410418 1109912 523777 1201193 X 50161217 54413522 25452836 25047248 75614053 79460770 76137830 80661963 3846717 0 X X 0 1 X 1 0 X X X 1 GEORGIA AQUARIUM INC 582574918 10 1 8661672 2657289 1 8661672 2657289 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE G: CASH DISTRIBUTIONS TO THE GEORGIA AQUARIUM, THE SUPPORTED ORGANIZATION OF THE FOUNDATION, DO NOT TAKE THE FORM OF TRADITIONAL GRANT DISTRIBUTIONS ON THE CONSOLIDATED ENTITIES FINANCIALS, BUT RATHER ARE HANDLED THROUGH INTERCOMPANY ACCOUNTS. THE GEORGIA AQUARIUM'S FINANCE STAFF TRACKS THE DONATIONS RECEIVED, THE FUNDS RAISED FROM FUNDRAISING EVENTS, AND THE TRANSFERS TO THE AQUARIUM TO SUPPORT VARIOUS COMMUNITY AND EDUCATION INITIATIVES. IN 2023 THE FOUNDATION TRANSFERRED DONATIONS OF $2,657,289 IN NON-CASH SERVICES TO THE GEORGIA AQUARIUM TO SUPPORT ITS COMMUNITY AND EDUCATION INITIATIVES. DURING 2023 THE FOUNDATION TRANSFERRED $8,661,672 TO GEORGIA AQUARIUM IN THE FORM OF A LOAN TO SUPPORT THE AQUARIUM'S CONSTRUCTION OF EXPANDED FACILITIES AND EXHIBITS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87575 7648 79927 68170 24077 44093 124020 DUE FROM GEORGIA AQUARIUM, INC. 75896795 75896795 X PART X, LINE 2: AUDIT NOTE, INCOME TAXES: "GAAP PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED, AND DISCLOSED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S MANAGEMENT HAS EVALUATED THE IMPLICATIONS OF THESE STANDARDS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS FOR THE ORGANIZATION; THEREFORE, NO TAX EXPENSE OR ACCRUALS FOR UNCERTAIN TAX POSITIONS ARE INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS." FORM 990, SCHEDULE D, PART XI & XII: SCHEDULE D, PART IX & XII ARE NOT REQUIRED: THE GEORGIA AQUARIUM FOUNDATION, INC. AUDIT IS PART OF A CONSOLIDATED AUDIT INCLUDING BOTH (I) THE GEORGIA AQUARIUM FOUNDATION, INC. AND (II) THE GEORGIA AQUARIUM, INC., A SEPARATE 501(C)(3) ENTITY, AND ITS DISREGARDED ENTITY SUBSIDIARIES. FISH & CHIPS GOLF TOURNAMENT 305866 236375 69491 74397 AQUA VINO 315111 214965 100146 155603 3 674850 295291 379559 410109 1295827 746631 549196 640109 640109 -90913 FORM 990, SCHEDULE G, PART II: THE FOUNDATION'S ANNUAL FUNDRAISAING EFFORTS RAISED $5.7 MILLION FROM DONORS AND $746,631 FROM FUNDRAISING EVENTS TO SUPPORT THE GEORGIA AQUARIUM'S COMMUNITY AND EDUCATION PROGRAMS INCLUDING VARIOUS AQUATIC ANIMAL INITIATIVES, SPONSORED EDUCATION ADMISSIONS AND TEACHER DEVELOPMENT PROGRAMS FOR ELEMENTARY AND SECONDARY STUDENTS AND TEACHERS, ITS H2O SUMMER CAMP PROGRAM FOR KIDS, RESEARCH & CONSERVATION AND MILITARY PROGRAMS. TOTAL CONTRIBUTIONS INCLUDE NON-CASH CONTRIBUTIONS OF ITEMS ALSO SHOWN AS AN EXPENSE OF THE EVENT. 1 GEORGIA AQUARIUM INC & SUBSIDIARY 225 BAKER STREET NW ATLANTA GA 30313 582574918 501(C)(3) 2397922 0 SUPPORT THE CHARITABLE MISSION OF THE 501(C)(3) RECIPIENT ORGANIZATION PART I, LINE 2: ALL GRANTS ARE MADE TO THE GEORGIA AQUARIUM, INC. THE SUPPORTED ORGANIZATION OF THE FOUNDATION. FORM 990, SCHEDULE I, PART II, LINE 1(A): ALL GRANTS MADE BY THE FOUNDATION CONSISTED OF DONATED SERVICES FROM OUTSIDE ENTITIES RECORDED ON THE FOUNDATION'S BOOKS, BUT USED BY THE GEORGIA AQUARIUM. THESE NON-CASH SERVICE DONATIONS TOTALED $2,657,289 FOR 2023. 0 0 0 0 0 0 0 0 0 BRIAN DAVIS PRESIDENT & CEO 0 404427 0 325000 0 147538 0 16200 0 19027 0 912192 0 0 CHRISTINA ROBINSON SR VP/CFO 0 285030 0 75000 0 95998 0 16200 0 12614 0 484842 0 0 TRAVIS BURKE EXECUTIVE VP 0 220264 0 0 0 9102 0 5942 0 14744 0 250052 0 0 FORM 990, SCHEDULE J, PART I, LINE 3: THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE OFFICERS OF THE FOUNDATION ARE EMPLOYED BY THE GEORGIA AQUARIUM, AND COMPENSATED BY THE GEORGIA AQUARIUM FOR ANY TIME INVOLVED WITH THE FOUNDATION WITHIN THEIR COMPENSATION FROM THE GEORGIA AQUARIUM. THE GEORGIA AQUARIUM USES COMPENSATION SURVEYS TO DETERMINE PAY RANGES FOR ALL POSITIONS. ORGANIZATIONAL PAY INCREASES AND INDIVIDUAL OFFICER INCREASES ARE REVIEWED AND APPROVED BY THE LEADERSHIP DEVELOPMENT & COMPENSATION COMMITTEE. X VARIOUS GOODS AND SUPPLIES DONATED FOR AQUA VINO EVENT 1 55457 COST/FMV X VARIOUS GOODS AND SUPPLIES DONATED FOR RUNNING EVENT 1 30550 COST/FMV X VARIOUS GOODS AND SUPPLIES DONATED FOR FISH & CHIPS EVENT 1 4906 COST/FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE MEMBERS OF THE FINANCE & AUDIT COMMITTEE BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS ACHIEVED THROUGH RELATED PARTY QUESTIONNAIRES THAT EACH BOARD MEMBER AND OFFICER MUST COMPLETE ANNUALLY AND WHICH ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION FOR EXECUTIVES IS PAID BY THE GEORGIA AQUARIUM, INC. THE PROCESSES FOR DETERMINING COMPENSATION ARE HANDLED BY THE AQUARIUM, INC., AS A RELATED ORGNIZATION OF THE FOUNDATION. THE AQUARIUM USES COMPENSATION SURVEYS TO DETERMINE PAY RANGES FOR ALL POSITIONS. ORGANIZATIONAL PAY INCREASES AND INDIVIDUAL OFFICER INCREASES ARE REVIEWED AND APPROVED BY THE AQUARIUM'S LEADERSHIP DEVELOPMENT & COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND INTERNAL POLICIES ARE GIVEN TO MEMBERS OF THE BOARD OF DIRECTORS WHEN THEY AGREE TO SERVE ON THE BOARD OF THE FOUNDATION AND THE POLICIES ARE AVAILABLE WITHIN THE ORGANIZATION'S OFFICE TO THOSE WHO FALL UNDER THEIR COVENANTS, BUT AS PROPRIETARY INFORMATION OF THE ORGANIZATION, THEY AND THE FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2(C): THE PROCESS BY WHICH THE BOARD CHOOSES ITS AUDITOR AND REVIEWS ITS FINANCIALS HAS NOT CHANGED FROM THE PRIOR YEAR. GEORGIA AQUARIUM INC 225 BAKER STREET NW ATLANTA GA 30313 582574918 PUBLIC AQUARIUM GA 501(C)(3) LINE 10 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 GEORGIA AQUARIUM INC D 53240667 FMV GEORGIA AQUARIUM INC L SEE PART VII EXPLANATION GEORGIA AQUARIUM INC N SEE PART VII EXPLANATION GEORGIA AQUARIUM INC O SEE PART VII EXPLANATION FORM 990, SCHEDULE R, PART V, LINES L, N & O: GEORGIA AQUARIUM FOUNDATION, INC. ACTS AS THE FUNDRAISING ARM OF GEORGIA AQUARIUM, INC. GEORGIA AQUARIUM, INC. WHICH FILES ITS OWN SEPARATE FORM 990 SHARES OFFICE SPACE AND OFFICE EQUIPMENT AND EMPLOYEES WITH THE GEORGIA AQUARIUM FOUNDATION, INC. GEORGIA AQUARIUM, INC.'S EXPENSES TO RUN THE FOUNDATION TOTALED $2,397,922. IN ADDITION, THE GEORGIA AQUARIUM FOUNDATION RECEIVED $2,657,289 IN NON-CASH SERVICES FROM THE GENERAL PUBLIC WHICH THEY TRANSFERRED TO GEORGIA AQUARIUM, INC.