2024-11-15T16:41:01-06:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-01-01 900401015 BAYORG BAYO 4156235300 THE EMBARCADERO AT BEACH ST SAN FRANCISCO CA 94133 JOHN HANLEY BOARD TREASURER 4156235300 2024-11-13 1 1 MATTHEW PETROSKI P00853132 9257902600 2024-11-13 2023 2024-10-15 13:58:12Z X BAY ECOTARIUM JOHN HANLEY THE EMBARCADERO AT BEACH ST SAN FRANCISCO CA 94133 10005687 0 X WWW.BAYECOTARIUM.ORG X 2008 CA TO PROTECT, RESTORE, AND INSPIRE CONSERVATION OF THE SAN FRANCISCO BAY AND ITS WATERSHED - FROM THE SIERRA TO THE SEA. SAN FRANCISCO'S LARGEST WATERSHED CONSERVATION GROUP, BAY.ORG IS A 501(C)(3) NOT-FOR-PROFIT THAT SPEAKS NOT JUST FOR THE BAY, LOCAL COASTAL WATERS, DELTA, RIVERS, AND WETLANDS, BUT ALSO FOR THE WILDLIFE AND PEOPLE WHO CALL THIS PLACE - THE LARGEST ESTUARY ON THE WEST COAST - THEIR HOME. BAY.ORG IS CHANGING THE RELATIONSHIP THAT PEOPLE HAVE WITH THE BAY BY UTILIZING TECHNOLOGY AND TAPPING INTO THE LIFESTYLE OF THE BAY AREA. WE ARE CHANGING THE CONVERSATION ABOUT CONSERVATION TO MAKE IT APPROACHABLE, ACHIEVABLE, AND FUN. THROUGH OUR FIVE UNIQUE DIVISIONS (AQUARIUM OF THE BAY, THE BAY INSTITUTE, SEA LION CENTER, ECOCENTER AT HERON'S HEAD PARK, BAY MODEL ALLIANCE), WE MOTIVATE BAY AREA RESIDENTS AND OUT OF TOWN VISITORS TO BECOME AGENTS OF CHANGE FOR A HEALTHY, THRIVING ECOSYSTEM. 6 6 90 103 0 0 1354288 1608785 8030854 7622216 -2657 -15537 602779 84159 9985264 9299623 0 0 0 0 4959179 5358152 0 1384 907195 5682076 5925418 10641255 11284954 -655991 -1985331 4818676 4484010 8211117 9861782 -3392441 -5377772 X BAY ECOTARIUM IS THE LARGEST NON-PROFIT 501(C)(3) WATERSHED CONSERVATION GROUP IN THE SAN FRANCISCO BAY AREA COMMITTING TO GLOBAL CLIMATE RESILIENCE AND OCEAN CONSERVATION, INSPIRING ACTIONABLE ENVIRONMENTAL STEWARDSHIP LOCALLY, AND PROTECTING AND PRESERVING BIODIVERSITY AND ECOSYSTEMS, FROM SIERRA TO THE SEA. 0 0 7503350 7686709 PROGRAM #1: EXHIBITSBAY.ORG, WHICH OPERATES THE AQUARIUM OF THE BAY, IS ACCREDITED BY THE ASSOCIATION OF ZOOS AND AQUARIUMS. IT IS THE ONLY SMITHSONIAN AFFILIATED AQUARIUM IN THE STATE OF CALIFORNIA. IT PROVIDES APPROXIMATELY 500,000 VISITORS EACH YEAR WITH EXPERIENCES THAT EDUCATE AND INSPIRE CONSERVATION OF THE SAN FRANCISCO BAY AND ITS WATERSHED. IT IS OPEN TO THE PUBLIC 364 DAYS A YEAR. THE AQUARIUM DISPLAYS ABOUT 24,000 LOCAL MARINE AND TERRESTRIAL ANIMALS IN THEMED GALLERIES THAT FOCUS ON THE SAN FRANCISCO BAY AND REGIONAL HABITATS. THE AQUARIUM ADDRESSES RELEVANT ISSUES IN MARINE CONSERVATION AND CLIMATE CHANGE WITH EXHIBITRY IN SEVEN GALLERIES. THE GALLERIES FOCUS ON DISCOVERING THE BAY, HABITATS OF LOCAL FISH, INVERTEBRATES, AND ALGAE, AND INCLUDES INFORMATION ON NATIONAL MARINE SANCTUARIES. THE JELLIES GO WITH THE FLOW GALLERY DISPLAYS SIX SPECIES OF JELLYFISH ALONG WITH INFORMATION ON THEIR BIOLOGY, HABITATS, AND CONSERVATION. THE NEARSHORE TUNNEL GALLERY IS A 300-FOOT WALK-THROUGH TUNNEL FEATURING FISH AND INVERTEBRATES FOUND IN THE SHALLOWER WATERS OF THE SAN FRANCISCO BAY AREA. THE OCTOPUS AND FRIENDS GALLERY EXHIBITS OCTOPUS, CRABS, ROCKFISH, TURBAN SNAILS, AND OTHER INTERESTING INVERTEBRATES. THE SHARKS OF ALCATRAZ IS A 300-FOOT ACRYLIC TUNNEL DISPLAY FOCUSED ON LOCAL SHARKS, SKATES, RAYS, AND STURGEON. THE BAY LAB GALLERY FEATURES FISH, REPTILES, AMPHIBIANS, AND SMALL MAMMALS. IN THIS GALLERY, ALL OF THE ANIMAL DISPLAYS AND INTERACTIVES ARE DESIGNED TO EDUCATE VISITORS ABOUT CLIMATE CHANGE AND THE DEVASTATING EFFECT IT HAS ON ANIMAL POPULATIONS. THE FINAL DISPLAY THAT VISITORS ENCOUNTER ARE THE RIVER OTTERS. WATERSHED AMBASSADORS GALLERY, LIVE RIVER OTTERS, EDUCATIONAL ELECTRONIC GRAPHICS, AND STAFF PRESENTATIONS COMPLETE THE GUEST EXPERIENCE. 713529 73790 PROGRAM #2: EDUCATIONBAY.ORG PROVIDES A VARIETY OF EDUCATION PROGRAMS FROM SCHOOL GROUPS, YOUTH GROUPS, FAMILIES, SCOUT TROOPS, AND VISITORS OF ALL AGES. EDUCATION PROGRAMS ARE ON THE AQUARIUM OF THE BAY PREMISES, AT SCHOOLS, AT THE SEA LION CENTER LOCATED AT PIER 39, AND AT THE ECOCENTER AT HERON'S HEAD PARK. THROUGH THE MANY K-12 PROGRAMS OFFERED AT THESE DIFFERENT LOCATIONS, BAY.ORG OFFERS FREE EDUCATION PROGRAMS FOR MORE THAN 20,000 STUDENTS, TEACHERS, AND CHAPERONES ANNUALLY. THESE EDUCATION PROGRAMS ARE OFFERED AT SCHOOLS WITHIN THE NINE BAY AREA COUNTIES (SAN FRANCISCO, SAN MATEO, SANTA CLARA, ALAMEDA, CONTRA COSTA, MARIN, SONOMA, NAPA, AND SOLANO). THESE CLASSES AND TOURS ARE INQUIRY-BASED, HANDS-ON, AND IMMERSIVE LEARNING EXPERIENCES THAT ARE AGE-APPROPRIATE AND LINKED WITH NEXT GENERATION SCIENCE STANDARDS (NGSS) FOR KINDERGARTEN THROUGH 12TH GRADE. THE NUMBER OF PARTICIPANTS TAKING PART IN THE BAY.ORG FREE EDUCATION PROGRAMS HAS INCREASED EACH YEAR SINCE 2001. ADDITIONALLY, BAY.ORG OFFERS TEACHER WORKSHOPS AND EVENTS ENCOURAGING TEACHERS TO ENGAGE THEIR STUDENTS FURTHER ABOUT THE SAN FRANCISCO BAY BEFORE AND AFTER THEIR EDUCATION PROGRAM. BAY.ORG'S EDUCATION DEPARTMENT ALSO OFFERS EVENING AND WEEKEND SLEEPOVER PROGRAMS FOR YOUTH AND SCOUT GROUPS. FOR SCOUT GROUPS, THE SLEEPOVER ACTIVITIES HELP FULFILL BADGE REQUIREMENTS. THE SEA LION CENTER, LOCATED DIRECTLY ABOVE PIER 39'S K-DOCK AND HOME OF THE WORLD-FAMOUS SEA LIONS, OFFERS FREE INTERPRETIVE AND K-12 CLASSROOM PROGRAMS AND EXHIBITS. THESE PROGRAMS AND EXHIBITS FOCUS ON THE CALIFORNIA SEA LIONS, THEIR HISTORY AT PIER 39, AS WELL AS WHAT EVERYONE CAN DO TO HELP THESE CHARISMATIC MAMMALS SURVIVE IN THEIR THREATENED HABITAT. AS PART OF THE BAY.ORG FREE EDUCATION PROGRAMS DESCRIBED ABOVE AT THE SEA LION CENTER, STUDENTS AND TEACHERS CAN PARTICIPATE IN A VARIETY OF AGE-APPROPRIATE HOUR-LONG CLASSROOM PROGRAMS. ADDITIONALLY, THE CENTER IS OPEN TO THE PUBLIC VISIT FOR FREE FROM 10 AM - 5 PM DURING THE SUMMER SEASON, AND 10 AM - 4 PM AT ALL OTHER TIMES OF THE YEAR. VISITORS AT THE SEA LION CENTER CAN VIEW EXHIBITS, TOUCH SEA LION PELTS AND LEARN FROM A NATURALIST WHO PROVIDES PRESENTATIONS HOURLY DURING SUMMER MONTHS. NATURALIST ARE ALSO STATIONED AT K-DOCK WITH AN INTERPRETIVE CART OF ARTIFACTS AND BINOCULARS TO ANSWER GUEST QUESTIONS. BAY.ORG PARTNERED WITH A BAY MODEL VISITOR CENTER, AN EDUCATION CENTER ADMINISTERED BY THE U.S. ARMY CORPS OF ENGINEERS, TO FORM THE BAY MODEL ALLIANCE. THROUGH THIS ALLIANCE, BAY.ORG OFFERS ENHANCED EDUCATION PROGRAMS ABOUT THE SAN FRANCISCO BAY AND THE SACRAMENTO-SAN JOAQUIN RIVER DELTA SYSTEM. THE ECOCENTER OF HERON'S HEAD PARK BECAME A NEW DIVISION OF BAY.ORG IN MARCH 2014. THE ECOCENTER IS AN INCREDIBLE SPACE FOR ENVIRONMENTAL EDUCATION, PUBLIC OUTREACH, AND CONNECTING PEOPLE WITH THE BEAUTY OF SAN FRANCISCO'S WILD LANDSCAPES. IT REPRESENTS SAN FRANCISCO'S BEST EXAMPLE OF SUSTAINABLE SOLUTIONS TO ADVERSE HUMAN IMPACTS ON THE ENVIRONMENT. IT IS A MODEL FOR GREEN BUILDING, SUSTAINABLE RESOURCE CENTER, ENVIRONMENTAL JUSTICE, AND EXPERIENTIAL LEARNING. THE ECOCENTER IS FREE TO VISIT AND OPEN TO THE GENERAL PUBLIC 4 DAYS PER WEEK, WEDNESDAY THROUGH SATURDAY. PROGRAMMING INCLUDES COLLEGE INTERNSHIPS IN COLLABORATION WITH CITY COLLEGE OF SAN FRANCISCO, AS WELL AS WEEKLY SCIENCE SATURDAY PROGRAMS IN COLLABORATION WITH THE SAN FRANCISCO DEPARTMENT OF RECREATION AND PARKS. IT ALSO PROVIDES FREE TOURS AND EDUCATIONAL PROGRAMS IN SCHOOL, YOUTH AND ADULT GROUPS. 617573 251819 PROGRAM #3: FIELD CONSERVATIONTHE SAN FRANCISCO BAY HAS BEEN ALTERED DRASTICALLY FROM THE PRISTINE ESTUARY THAT EXISTED IN THE 1800S. HUNDREDS OF MILES OF EARTHEN DIKES BUILT AROUND THE BAY'S SALT MARSHES SERVED THEIR CONNECTION TO ITS TIDEWATERS. THE DIKED MARSHES WERE DRAINED AND CONVERTED TO AGRICULTURAL LANDS. THEIR SIZE WAS REDUCED BY ONE THIRD. AS A RESULT OF THIS WETLAND DESTRUCTION, THE BAY'S BIOLOGICAL PRODUCTIVITY PLUMMETED. ONE OF THE MAIN GOALS OF BAY.ORG IS TO EXPAND AND ACCELERATE THE EFFORT TO PROTECT AND RESTORE MANY OF THE WETLANDS THAT WERE DRAINED. FURTHER, BAY.ORG EMPLOYS SCIENTIFIC AND POLICY EXPERTISE TO PROMOTE REFORMS IN THE WAY CALIFORNIA MANAGES ITS WATER SUPPLIES AND PROTECTS THE ECOLOGICAL VALUES OF THE SAN FRANCISCO BAY-DELTA ESTUARY AND ITS WATERSHED. IN ADDITION, TO THE SAN FRANCISCO BAY AND ITS WATERSHED, BAY.ORG IS ENGAGED IN RESTORING THE RELATED COASTAL AND NEAR-SHORE OCEAN AREAS. 8834452 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 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 22 0 1 90 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 1 1 1 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA X MATTHEW MASTERMAN 4156235300 THE EMBARCADERO AT BEACH ST SAN FRANCISCO CA 94133 BEN BLEIMAN CHAIR 1.00 X X 0 0 0 SHAILESH SHUKLA TREASURER 1.00 X X 0 0 0 ANGELIQUE TOMPKINS SECRETARY 1.00 X 0 0 0 KAY CARNEY BOARD MEMBER 1.00 X 0 0 0 JOHN HANLEY BOARD MEMBER 1.00 X 0 0 0 STEVEN N MACHTINGER BOARD MEMBER (THRU 01/23) 1.00 X 0 0 0 JACQUELINE MILLER BOARD MEMBER 1.00 X 0 0 0 DEAN MOREHOUS BOARD MEMBER (THRU 07/23) 1.00 X 0 0 0 EDWARD UEBER BOARD MEMBER (THRU 06/23) 1.00 X 0 0 0 GEORGE JACOB PRESIDENT & CEO 40.00 X 390188 0 11768 PAUL NAKAMOTO VP OF GUEST EXPERIENCE 40.00 X 144907 0 21493 CHRISTOPHER LOW DIRECTOR OF FACILITIES 40.00 X 141394 0 20631 TEPPEI TOKURA CONTROLLER 40.00 X 139830 0 8252 JAZMIN CARIOLA GENERAL MANAGER 40.00 X 135100 0 11806 GARY BOBKER DIRECTOR RIVER AND DELTA PROGRAM 40.00 X 128630 0 1256 1080049 0 75206 9 0 1 0 ROCKETREZ INC 8081 ARCO CORPORATE DRIVE SUITE 40 RALEIGH NC 27617 TICKETING SYSTEM/POS 112803 EZERC LLC 608 SW 4TH AVE FORT LAUDERDALE FL 33315 ACCOUNTING/CONSULTING 109003 1 64396 35135 762641 746613 1608785 ADMISSION REVENUES 713990 7380504 7380504 CONTRACT REVENUES 713990 122569 122569 OTHER PROGRAM REVENUE 713990 119143 119143 7622216 38520 0 38520 38520 38520 15537 -15537 -15537 -15537 86333 35135 430836 -344503 -344503 649793 259691 390102 390102 INSURANCE REIMBURSEMEN 900099 40 40 40 9299623 8012318 0 -321480 401956 60293 140685 200978 4044426 3319134 610414 114878 570607 375271 180739 14597 341163 257318 63104 20741 336367 243054 93313 9619 9619 51968 51968 1384 1384 83563 77744 5819 846921 415745 379207 51969 47958 25942 20521 1495 2751506 2698011 35923 17572 544371 159767 5162 379442 14153 12547 118 1488 367915 360557 7358 670365 650571 19794 178423 171358 3568 3497 22289 7140 15127 22 11284954 8834452 1543307 907195 217885 236412 165305 163004 29713 29713 377099 280454 131084 212278 339495 270235 13110676 9861667 3508672 3249009 49423 42905 4818676 4484010 2562554 4305625 55878 37606 5442685 5368551 150000 150000 8211117 9861782 X -3392441 -5377772 -3392441 -5377772 4818676 4484010 -1985331 0 X 0 0 0 X 595351 424557 1410957 1354288 1608785 5393938 9890274 2517869 8084921 8968879 8272009 37733952 10485625 2942426 9495878 10323167 9880794 43127890 119500 62000 15000 55000 20000 271500 0 119500 62000 15000 55000 20000 271500 42856390 31745 30142 35586 37029 38520 173022 31745 30142 35586 37029 38520 173022 9239 12542 99371 30699 40 151891 10526609 2985110 9630835 10390895 9919354 43452803 0.98630 0.97610 0.00400 0.00370 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 9,239. 2020 AMOUNT: $ 12,542. 2021 AMOUNT: $ 99,371. 2022 AMOUNT: $ 30,699. 2023 AMOUNT: $ 40. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44627 44627 7999173 5982288 2016885 3166290 2811099 355191 1091962 967874 124088 853251 100406 752845 3249009 PART V, LINE 4: THE ENDOWMENT FUND WAS LIQUIDATED AND RESTRICTIONS RELEASED FOR GENERAL OPERATIONS PER BOARD APPROVAL (AND DONOR APPROVAL WHERE APPLICABLE) AT THE BEGINNING OF 2019. MIDDLE EAST AND NORTH AFRICA 0 0 FUNDRAISING 461221 0 0 0 0 0 0 461221 0 461221 0 0 0 0 0 0 WINE, WOMEN AND SHOES 77190 35135 42055 20481 40219 30077 19800 30134 RESONANCE CONCERT 44278 44278 94382 59343 81668 54732 121468 35135 86333 20481 134601 89420 101468 84866 430836 -344503 X X 1 1 X X X 0 0 0 0 0 0 0 1 0 GEORGE JACOB PRESIDENT & CEO 354712 0 35000 0 476 0 0 0 11768 0 401956 0 0 0 PAUL NAKAMOTO VP OF GUEST EXPERIENCE 143576 0 0 0 1331 0 0 0 21493 0 166400 0 0 0 CHRISTOPHER LOW DIRECTOR OF FACILITIES 138973 0 0 0 2421 0 0 0 20631 0 162025 0 0 0 PART I, LINE 1A THERE IS A WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OR PROVISION FOR THE AUTHORIZED TRAVEL. THE CEO DETERMINES TRAVEL AUTHORIZATION AND TRAVELS AS IT BECOMES NECESSARY WITHIN THE WRITTEN POLICY. THE CEO IS A MEMBER OF "THE BATTERY", A SOCIAL CLUB, WHICH HE USES TO MEET POTENTIAL DONORS FOR THE ORGANIZATION. PART I, LINE 7 GEORGE JACOB RECEIVED A BONUS PAYMENT OF $35,000. HIS BONUS IS APPROVED BY THE BOARD PERSONNEL COMMITTEE BASED ON HIS PERFORMANCE REVIEW. THE AMOUNT IS REPORTED ON SCHEDULE J, COLUMN B(II). FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MODIFIED IT'S ORGANIZATIONAL DOCUMENTS TO REPHRASE THE DISSOLUTION CLAUSE TO CLARIFY THAT IN THE EVENT THE ORGANIZATION DISSOLVES, ALL THE NET ASSETS WILL BE TRANSFERRED ANOTHER CHARITABLE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 5 BAY ECOTORIUM HAS HIRED AN OUTSIDE ACCOUNTING FIRM TO CONDUCT AN INVESTIGATION REGARDING THE POTENTIAL FINANCIAL IMPROPRIETIES CONDUCTED BY THE PRIOR CEO. ONCE THE THOROUGH INVESTIGATION IS CONDUCTED, BAY ECOTORIUM WILL TAKE THE NECESSARY STEPS REGARDING CORRECTIVE ACTIONS THAT MAY BE NEEDED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP PROVIDES A POWERFUL VOICE FOR PROTECTING AND RESTORING SAN FRANCISCO BAY AND ITS WATERSHED. MEMBERSHIP PROVIDES DISCOUNTED ADMISSION TO OVER 100 OTHER ACCREDITED ZOOS AND AQUARIUMS, SUBSCRIPTIONS TO THE E-NEWSLETTERS AND THE BIANNUAL BAYLETTER MEMBERSHIP PROVIDES UNLIMITED ADMISSION TO THE AQUARIUM, MEMBERS-ONLY SPECIAL EVENTS, AND DISCOUNTS AT THE GIFT STORE AND PRIVATE EVENTS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORMS 990 AND 199, THE MEMBERS OF THE GOVERNING BOARD REVIEW AND APPROVE THE TAX RETURNS FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS ENFORCED ON AN ONGOING BASIS. ALL DIRECTORS ARE REQUIRED TO DISCLOSE THEIR POTENTIAL CONFLICTS AND EXCUSE THEMSELVES FROM VOTING ON ISSUES RELATED TO POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS USING COMPARABLE SALARY SCALES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.