Nonprofit · EIN 94-2487469
MONTEREY BAY AQUARIUM FOUNDATION
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $208,135,651 | $123,526,913 | $84,608,738 | $837,664,477 | $23,191,407 | $814,473,070 |
| December 31, 2023 | 990 | $155,905,897 | $108,770,852 | $47,135,045 | $739,524,414 | $24,319,238 | $715,205,176 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $105,608,470
- of which government grants
- $4,111,183
- Membership dues
- $13,514,139
- Program service revenue
- $74,298,102
- Investment income
- $26,431,211
- Net rental income
- $345,766
- Net gain from sales of assets
- $13,876,413
- Other revenue
- $1,797,868
Expenses
- Grants and similar amounts paid
- $270,148
- Compensation of officers, directors and key employees
- $4,016,137
- Other salaries and wages
- $46,446,714
- Salaries, compensation and benefits (total)
- $64,762,064
- Professional fundraising fees
- $193,037
- Legal fees
- $345,234
- Accounting fees
- $217,388
- Occupancy
- $9,826,924
- Travel
- $1,276,859
- Depreciation
- $12,298,996
- Program services (functional)
- $100,498,776
- Management and general (functional)
- $15,697,380
- Fundraising (functional)
- $7,330,757
Balance sheet and other
- Total assets, start of year
- $739,524,414
- Total assets, end of year
- $837,664,477
- Total liabilities, end of year
- $23,191,407
- Net assets, end of year
- $814,473,070
- Land, buildings and equipment
- $205,285,737
- Publicly traded securities
- $269,350,359
- Net assets without donor restrictions
- $674,733,614
- Net assets with donor restrictions
- $139,739,456
- Gross unrelated business income
- $834,117
- Gross receipts
- $1,048,853,755
- Employees
- 658
- Volunteers
- 1,213
- Year formed
- 1978
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINA FEKECI | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $423,464 | $50,603 |
| JULIE PACKARD | VICE CHAIR & EXECUTIVE DIRECTOR Trustee or director, Officer | 28 | $417,615 | $53,031 |
| BRADLEY RUTHERFORD | EXEC VP AND DEPUTY DIRECTOR Officer | 40 | $412,221 | $56,615 |
| ANN MARIE NEMANICH | CHIEF FINANCIAL OFFICER Officer | 40 | $308,983 | $45,107 |
| DANA ALLEN-GREIL | CHIEF MARKETING OFFICER Key employee | 40 | $272,627 | $67,557 |
| MARGARET SPRING | CHIEF CONSERVATION & SCI OFFICER Key employee | 40 | $265,929 | $55,799 |
| JON HOECH | VP OF ANIMAL CARE Key employee | 40 | $231,559 | $46,702 |
| JENNIFER DIANTO KEMMERLY | VP OF GLOBAL OCEAN CONSERVATION Highest-paid employee | 40 | $233,244 | $39,604 |
| MARIA HEMMESCH | VP OF PEOPLE & CULTURE Key employee | 40 | $202,931 | $59,485 |
| PAULINE PARRISH | CONTROLLER Highest-paid employee | 40 | $217,754 | $35,895 |
| SOO DEAN | VP MEMBER & DONOR RELATIONS Highest-paid employee | 40 | $189,903 | $60,401 |
| AIMEE DAVID | VP US & CA OCEAN CONSERVATION Highest-paid employee | 40 | $212,803 | $35,532 |
| MARY-BETH REDMOND-JONES | VP OF EXHIBS/FACS (THRU 11/21/24) Key employee | 40 | $215,395 | $23,222 |
| ANN DABOVICH | VP OF GIFT PLANNING Highest-paid employee | 40 | $205,624 | $32,942 |
| FERNANDA SAMPAIO | VP OF MARKETING Key employee | 40 | $206,735 | $26,344 |
23 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICOLE SANCHEZ | CHIEF PEOPLE & CULTURE OFFICER Key employee | 40 | $153,836 | $17,458 |
| ROBERT YOUNG | VP OF FINANCE (THRU 8/30/24) Officer | 40 | $116,193 | $30,974 |
| KARIN KIESSLING | ASSIST SECRETARY (BOD) Officer | 40 | $122,756 | $22,983 |
| ARMANDO VIDAL ARATA | ASSIST SECRETARY (BOD) Officer | 40 | $88,645 | $21,371 |
| TEGAN ACTON | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CAROLINE GETTY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MRC GREENWOOD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE GUPTA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN JEALOUS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC JENSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL MANTELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARTHA MARTINEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN NEAL | TRUSTEE (THRU MAY 24) Trustee or director | 1 | $0 | $0 |
| SUSAN ORR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS SCHOLIN | EX-OFFICIO TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG SILVERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOUISE STEPHENS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK WAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LISA WHITE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GIDEON YU | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALISHA JOHNSON WILDER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNELIESE OLSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARBARA WRIGHT | SECRETARY Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 39 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Julie Packard | Executive Director Trustee or director, Officer | 28 | $399,916 | $44,604 |
| Christina Fekeci | Chief Development Officer Key employee | 40 | $396,707 | $45,141 |
| Robert T Young | VP of Finance Officer | 40 | $281,093 | $56,644 |
| Ann Marie Nemanich | Chief Financial Officer (beg Feb 2023) Officer | 40 | $285,068 | $20,800 |
| Dana M Allen-Greil | Chief Marketing Officer Key employee | 40 | $242,202 | $57,487 |
| Margaret Spring | Chief Conservation&Sci Officer Key employee | 40 | $252,510 | $46,810 |
| Teresa J Merry | Chief Human Resources Officer Key employee | 40 | $238,213 | $43,187 |
| Jon Hoech | VP of Animal Care Key employee | 40 | $219,817 | $41,800 |
| Jennifer Dianto Kemmerly | VP of Global Ocean Initiatives Highest-paid employee | 40 | $221,466 | $34,495 |
| Pauline J Parrish | Controller Highest-paid employee | 40 | $210,869 | $24,228 |
| Ann Dabovich | VP of Gift Planning Highest-paid employee | 40 | $201,807 | $29,250 |
| Mary Beth Redmond-Jones | VP of Exhibitions Key employee | 40 | $209,752 | $20,711 |
| Aimee L David | VP US & CA Ocean Conservation Highest-paid employee | 40 | $197,625 | $29,195 |
| David E Rosenberg | VP of Guest Experience Highest-paid employee | 40 | $193,155 | $16,607 |
| Karin I Kiessling | Board & Exec Office Sr Mg Officer | 40 | $112,533 | $20,045 |
| Cynthia Vernon | Chief Operating Officer (thru Jan 2023) Officer | 40 | $95,020 | $12,787 |
| Armando Vidal-Arata | Exec. Office Ops Mgr Officer | 40 | $82,881 | $17,461 |
| Bradley Rutherford | Exec. VP and Deputy Dir. (Beg Nov 2023) Officer | 40 | $66,283 | $0 |
| Stephen C Neal | Chairman (thru June 2023) / Trustee Trustee or director, Officer | 1 | $0 | $0 |
| Tegan Acton | Trustee / Chairman (beg June 2023) Trustee or director, Officer | 1 | $0 | $0 |
| Ben Jealous | Trustee (Beg June 2023, thru Nov 2023) Trustee or director | 1 | $0 | $0 |
| Caroline Getty | Trustee Trustee or director | 1 | $0 | $0 |
| Chris Scholin | Ex-Officio Trustee Trustee or director | 1 | $0 | $0 |
| Connie Martinez | Trustee (thru June 2023) Trustee or director | 1 | $0 | $0 |
| Eric Jensen | Trustee (beg Mar 2023) Trustee or director | 1 | $0 | $0 |
| Gideon Yu | Trustee Trustee or director | 1 | $0 | $0 |
| Greg Silverman | Trustee Trustee or director | 1 | $0 | $0 |
| Lisa White | Trustee Trustee or director | 1 | $0 | $0 |
| Louise Stephens | Trustee Trustee or director | 1 | $0 | $0 |
| Mark Wan | Trustee Trustee or director | 1 | $0 | $0 |
| Martha Martinez | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Mantell | Trustee Trustee or director | 1 | $0 | $0 |
| Mike Gupta | Trustee Trustee or director | 1 | $0 | $0 |
| MRC Greenwood | Trustee Trustee or director | 1 | $0 | $0 |
| Pietro Parravano | Trustee (thru June 2023) Trustee or director | 1 | $0 | $0 |
| Samantha Campbell | Trustee (thru Sept 2023) Trustee or director | 1 | $0 | $0 |
| Susan Orr | Trustee Trustee or director | 1 | $0 | $0 |
| William Landreth | Trustee (thru June 2023) Trustee or director | 1 | $0 | $0 |
| Barbara Wright | Secretary Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 886 CANNERY ROW, MONTEREY, CA 93940-1023
- In care of
- % CAROLINE WOLF
- Principal officer (990 for 2024)
- JULIE PACKARD, 886 CANNERY ROW, MONTEREY, CA 93940
- Signed the 990
- ANN MARIE NEMANICH, CFO
- Phone
- (831) 648-4800
- Website
- WWW.MONTEREYBAYAQUARIUM.ORG
- Return prepared by
- HOOD & STRONG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2487469 or by the name MONTEREY BAY AQUARIUM FOUNDATION.
- 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)
Mission
THE MISSION OF THE MONTEREY BAY AQUARIUM IS TO INSPIRE CONSERVATION OF THE OCEAN. MILLIONS OF PEOPLE WORLDWIDE DRAW INSPIRATION FROM THE AQUARIUM AND LOOK TO US TO ADVOCATE FOR THE OCEAN AND ITS WILDLIFE.
Program accomplishments
- ANIMAL CARE AND AQUARIUM EXPERIENCESEE SCHEDULE O FOR FULL DESCRIPTIONExpenses $77,717,140 · grants $75,209 · revenue $74,443,503
- EDUCATION AND OUTREACHSEE SCHEDULE O FOR FULL DESCRIPTIONExpenses $8,734,219 · grants $111,148 · revenue $6,000
- CONSERVATION AND SCIENCESEE SCHEDULE O FOR FULL DESCRIPTIONExpenses $14,047,417 · grants $83,791 · revenue $637,760
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2487469
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Animal-related (D110)
- Assets (IRS master file)
- $837,664,477
- Income (IRS master file)
- $1,048,853,755
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $208,135,651 | $123,526,913 | $837,664,477 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $155,905,897 | $108,770,852 | $739,524,414 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $208,463,349 | $92,597,542 | $663,947,623 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | 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 94-2487469).
Questions about MONTEREY BAY AQUARIUM FOUNDATION
- What is the EIN of MONTEREY BAY AQUARIUM FOUNDATION?
- The employer identification number (EIN) of MONTEREY BAY AQUARIUM FOUNDATION is 94-2487469.
- Is MONTEREY BAY AQUARIUM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to MONTEREY BAY AQUARIUM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTEREY BAY AQUARIUM FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTEREY BAY AQUARIUM FOUNDATION 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 FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MONTEREY BAY AQUARIUM FOUNDATION?
- The 990 for the year ended December 31, 2024 names JULIE PACKARD.
- Who are the officers and directors of MONTEREY BAY AQUARIUM FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 38 people; 19 received compensation from the organization, the highest $423,464 (CHRISTINA FEKECI, CHIEF DEVELOPMENT OFFICER).
- How much revenue does MONTEREY BAY AQUARIUM FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $208,135,651, expenses of $123,526,913 and total assets of $837,664,477 at year end.
Other nonprofits in MONTEREY
- CALIFORNIA MARINE SANCTUARY FOUNDATION EIN 94-3225675 · last filed 990 for 2024
- VENTANA WILDLIFE SOCIETY EIN 94-2795935 · last filed 990 for 2025
- UPWELL TURTLES EIN 82-1309235 · last filed 990 for 2025
- ANIMAL WELFARE ASSISTANCE GROUP EIN 94-2499329 · last filed 990-PF for 2025
- GOLDEN OLDIES CAT RESCUE EIN 81-2831100 · last filed 990 for 2025
- SAUVER RANCH A CALIFORNIA NON PROFIT PUBLIC BENEFIT CORPORATION EIN 77-0567333 · last filed 990-PF for 2025
- SHELTER ART FOUNDATION EIN 80-0655214 · last filed 990-N for 2024
- COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA EIN 94-0760193 · last filed 990 for 2024