Nonprofit · EIN 77-0150580
MONTEREY BAY AQUARIUM RESEARCH INSTITUTE
Tax-exempt · MOSS LANDING, CA 95039
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $86,286,917 | $73,733,381 | $12,553,536 | $276,769,918 | $42,151,497 | $234,618,421 |
| December 31, 2023 | 990-PF | $84,478,775 | $66,546,177 | $17,932,598 | $260,415,595 | $37,915,162 | $222,500,433 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $83,456,519
- Interest
- $2,578,631
- Net gain from sales of assets
- -$40,785
- Other income
- $292,552
Expenses
- Grants and similar amounts paid
- $2,500
- Compensation of officers, directors and key employees
- $812,366
- Salaries, compensation and benefits (total)
- $24,189,886
- Disbursements for charitable purposes
- $64,264,335
- Excise tax on investment income
- $37,186
Balance sheet and other
- Total assets, start of year
- $260,415,595
- Total assets, end of year
- $276,769,918
- Total liabilities, end of year
- $42,151,497
- Net assets, end of year
- $234,618,421
- Fair market value of assets
- $276,769,918
- Qualifying distributions
- $110,184,335
- Net investment income
- $2,705,605
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dr Christopher Scholin 7700 Sandholdt Road, Moss Landing, CA 95039 | President & CEO | 40 | $428,362 | $82,724 |
| Kaya Johnson 7700 Sandholdt Road, Moss Landing, CA 95039 | Dir of Marine Ops Highest-paid employee | 40 | $348,750 | $46,025 |
| Heidi Cullen 7700 Sandholdt Road, Moss Landing, CA 95039 | Comm. Director Highest-paid employee | 40 | $348,494 | $51,473 |
| Basilio Martinez 7700 Sandholdt Road, Moss Landing, CA 95039 | CFO | 40 | $286,004 | $30,730 |
| Norman Steinberg 7700 Sandholdt Road, Moss Landing, CA 95039 | HR Director Highest-paid employee | 40 | $277,366 | $58,183 |
| Kelly Benoit Bird 7700 Sandholdt Road, Moss Landing, CA 95039 | Science Chair Highest-paid employee | 40 | $274,012 | $53,766 |
| Mark Talkovic 7700 Sandholdt Road, Moss Landing, CA 95039 | Chief ROV Pilot Highest-paid employee | 54.5 | $265,153 | $54,519 |
| Edward Barnholt 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $8,000 | $0 |
| Dr Joel Birnbaum 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $8,000 | $0 |
| Dr Curtis Collins 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $8,000 | $0 |
| Dr Susan Hackwood 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $8,000 | $0 |
| Dr Eric Hartwig 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $8,000 | $0 |
| Dr G Ross Heath 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $8,000 | $0 |
| John Zicker 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $8,000 | $0 |
| Dr George Somero 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $8,000 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Lisa White 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $8,000 |
| Dr Susan Lozier 7700 Sandholdt Rd, Moss Landing, CA 95039 | Director | 4 | $8,000 |
| Dr Susan Roberts 7700 Sandholdt Rd, Moss Landing, CA 95039 | Director | 4 | $8,000 |
| Dona Crawford 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,500 |
| Dr Jyotika Virmani 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $3,500 |
| Julie Packard 7700 Sandholdt Road, Moss Landing, CA 95039 | Chairman | 4 | $0 |
| Dr Franklin Orr 7700 Sandholdt Road, Moss Landing, CA 95039 | Vice Chairman | 4 | $0 |
| Nancy Burnett 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $0 |
| Christopher Burnett 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $0 |
| Barbara Wright 7700 Sandholdt Road, Moss Landing, CA 95039 | Director/Secretary | 4 | $0 |
990-PF for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dr Christopher Scholin 7700 Sandholdt Road, Moss Landing, CA 95039 | President & CEO | 40 | $411,666 | $78,910 |
| Heidi Cullen 7700 Sandholdt Road, Moss Landing, CA 95039 | Comm. Director Highest-paid employee | 40 | $337,274 | $61,253 |
| Kelly Benoit Bird 7700 Sandholdt Road, Moss Landing, CA 95039 | Science Chair Highest-paid employee | 40 | $288,685 | $51,379 |
| Norman Steinberg 7700 Sandholdt Road, Moss Landing, CA 95039 | HR Director Highest-paid employee | 40 | $284,730 | $55,230 |
| Basilio Martinez 7700 Sandholdt Road, Moss Landing, CA 95039 | CFO | 40 | $271,372 | $29,208 |
| John A Hamilton 7700 Sandholdt Road, Moss Landing, CA 95039 | Engineering Chair Highest-paid employee | 40 | $267,398 | $41,789 |
| Bruce Robison 7700 Sandholdt Road, Moss Landing, CA 95039 | Scientist Highest-paid employee | 40 | $265,939 | $41,308 |
| Dona Crawford 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Edward Barnholt 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Dr Joel Birnbaum 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Dr Curtis Collins 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Dr Susan Hackwood 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Dr Eric Hartwig 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Dr G Ross Heath 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Dr Jyotika Virmani 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| John Zicker 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Dr George Somero 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Dr Lisa White 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $6,000 | $0 |
| Julie Packard 7700 Sandholdt Road, Moss Landing, CA 95039 | Chairman | 4 | $0 | $0 |
| Dr Franklin Orr 7700 Sandholdt Road, Moss Landing, CA 95039 | Vice Chairman | 4 | $0 | $0 |
| Nancy Burnett 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $0 | $0 |
| Christopher Burnett 7700 Sandholdt Road, Moss Landing, CA 95039 | Director | 4 | $0 | $0 |
| Barbara Wright 7700 Sandholdt Road, Moss Landing, CA 95039 | Director/Secretary | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7700 SANDHOLDT RD, MOSS LANDING, CA 95039-9644
- Signed the 990-PF
- Basilio Martinez, CFO
- Phone
- (831) 775-1788
- Website
- WWW.MBARI.ORG
- Return prepared by
- CROWE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0150580 or by the name MONTEREY BAY AQUARIUM RESEARCH INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0150580
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $276,769,918
- Income (IRS master file)
- $86,327,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $86,286,917 | $73,733,381 | $276,769,918 | XML |
| 990-PF | December 2023 | $84,478,775 | $66,546,177 | $260,415,595 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0150580).
Questions about MONTEREY BAY AQUARIUM RESEARCH INSTITUTE
- What is the EIN of MONTEREY BAY AQUARIUM RESEARCH INSTITUTE?
- The employer identification number (EIN) of MONTEREY BAY AQUARIUM RESEARCH INSTITUTE is 77-0150580.
- Is MONTEREY BAY AQUARIUM RESEARCH INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MONTEREY BAY AQUARIUM RESEARCH INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MONTEREY BAY AQUARIUM RESEARCH INSTITUTE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTEREY BAY AQUARIUM RESEARCH INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTEREY BAY AQUARIUM RESEARCH INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MONTEREY BAY AQUARIUM RESEARCH INSTITUTE?
- The 990-PF for the year ended December 31, 2024 lists 25 people; 20 received compensation from the organization, the highest $428,362 (Dr Christopher Scholin, President & CEO).
- How much revenue does MONTEREY BAY AQUARIUM RESEARCH INSTITUTE have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $86,286,917, expenses of $73,733,381 and total assets of $276,769,918 at year end.
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