2023-09-20T07:45:08-05:00 2022-12-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2022-01-01 160911204 ZOOLOGICAL SOCIETY OF BUFFALO INC ZOOL 7168373900 300 PARKSIDE AVENUE BUFFALO NY 14214 LISA SMITH PRESIDENT & CEO 7168373900 2023-09-19 1 LISA SMITH 999009999 0 DONNA M GONSER CPA P01448922 7168563300 2023-09-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA SMITH 300 PARKSIDE AVENUE BUFFALO NY 14214 12655491 0 X WWW.BUFFALOZOO.ORG X 1931 NY BUILDING COMMUNITY, CREATING CONNECTIONS, AND SAVING WILDLIFE THROUGH A COLLABORATION FOR CHANGE. 29 29 231 216 0 0 5015975 3856566 5261215 6486734 29001 36731 187675 0 10493866 10380031 0 0 0 0 5071273 6089407 0 0 1197304 5604554 7149116 10675827 13238523 -181961 -2858492 41190755 38366633 1870532 2116091 39320223 36250542 X BUILDING COMMUNITY; CREATING CONNECTIONS; SAVING WILDLIFE THROUGH A COLLABORATION FOR CHANGE: THE BUFFALO ZOO WILL BE A CENTER OF CONSERVATION EXCELLENCE, PROVIDING LEADERSHIP TO SECURE A FUTURE WHERE WILDLIFE THRIVES. WE EMBODY OUR MISSION AND VISION THROUGH PRACTICES THAT EXEMPLIFY OUR VALUES OF TEAMWORK, WELCOMING, INTEGRITY, CARING, AND GOING ABOVE AND BEYOND. 0 0 7965892 3764506 ANIMAL CARE AND HORTICULTURE MAINTENANCE AND EXPERIENCE: AS AN AZA (ASSOCIATION OF ZOOS AND AQUARIUMS) ACCREDITED ZOO, WE STRIVE TO PROVIDE OUR ANIMALS WITH THE BEST POSSIBLE HABITATS, NUTRITION, ENRICHMENT AND VETERINARY CARE TO ENSURE CONSERVATION OF ANIMAL SPECIES AS WELL AS THE MAINTENANCE AND EXPANSION OF HORTICULTURE THROUGHOUT THE ZOO. THE GOAL OF ZOOS IS NOT STRICTLY TO PROVIDE RECREATION BUT TO PROVIDE AN INTERESTING EDUCATIONAL EXPERIENCE TO INCREASE THE AWARENESS OF CONSERVATION LEADING TO A CONNECTION TO ANIMALS AND NATURE NOT OTHERWISE POSSIBLE FOR MOST PEOPLE. 812852 281778 EDUCATION - PROGRAMS DESIGNED TO STIMULATE AN EARLY INTEREST IN THE LIFE SCIENCES, NATURE AND CONSERVATION, BEGINNING WITH TODDLERS THROUGH HIGH SCHOOL STUDENTS. 1279352 2440450 GUEST SERVICES - CONCESSIONS, RIDES, GIFT SHOP AND OTHER ANCILLARY SERVICES DESGINED TO PROVIDED THE ULTIMATE GUEST EXPERIENCE. 10058096 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 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 1 1 1 0 0 1 37 0 1 231 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X DENISE K SCHAEFER 7168373900 300 PARKSIDE AVENUE BUFFALO NY 14214 DAVID P FLYNN CHAIR 1.00 X X 0 0 0 ROBERT A FOX CHAIR ELECT 1.00 X X 0 0 0 JODI L QUATROCHE VICE CHAIR 1.00 X X 0 0 0 MICHELLE A SULLIVAN VICE CHAIR 1.00 1.00 X X 0 0 0 TONI L VAZQUEZ VICE CHAIR 1.00 X X 0 0 0 EUGENE P GRAMZA JR TREASURER 1.00 X X 0 0 0 NICOLE R TZETZO SECRETARY 1.00 X X 0 0 0 BARBARA T BAKER DIRECTOR 1.00 X 0 0 0 DONNA L BOHAN DIRECTOR - EX-OFFICIO 1.00 X 0 0 0 BYRON W BROWN DIRECTOR - EX-OFFICIO 1.00 X 0 0 0 LISA CEGLIA DIRECTOR 1.00 X 0 0 0 CAVETTE A CHAMBERS DIRECTOR - EX-OFFICIO 1.00 X 0 0 0 JONATHAN A DANDES DIRECTOR - EX-OFFICIO 1.00 1.00 X 0 0 0 JOEL P FEROLETO DIRECTOR- EX-OFFICIO 1.00 X 0 0 0 JOHN T GAVIGAN DIRECTOR 1.00 X 0 0 0 SUSAN GINGRICH DIRECTOR- EX-OFFICIO 1.00 X 0 0 0 CAROL M HORTON DIRECTOR 1.00 X 0 0 0 CHRIS KANIA DIRECTOR 1.00 X 0 0 0 PAUL MILLSTEIN DIRECTOR 1.00 X 0 0 0 RONALD MORNELLI DIRECTOR 1.00 X 0 0 0 PAUL M MOSKAL DIRECTOR 1.00 X 0 0 0 JEFFREY NOVAK DIRECTOR- EX-OFFICIO 1.00 X 0 0 0 SUSAN O'SULLIVAN DIRECTOR 1.00 X 0 0 0 ELIZABETH POTOZNIAK DIRECTOR 1.00 X 0 0 0 DARIUS G PRIDGEN DIRECTOR- EX-OFFICIO 1.00 X 0 0 0 RAJIV RANJAN DIRECTOR 1.00 X 0 0 0 RYLAN O RAWLINS DIRECTOR 1.00 X 0 0 0 JOHN R SANDERSON DIRECTOR- EX-OFFICIO 1.00 1.00 X 0 0 0 MICHAEL T ULBRICH DIRECTOR- EX-OFFICIO 1.00 X 0 0 0 NORAH FLETCHALL PRESIDENT/CEO (THRU SEPT. 2022) 40.00 1.00 X 199503 0 28181 KEESHA BULLOCK CHIEF EXTERNAL RELATIONS OFFICER 40.00 X 111655 0 14600 DENISE SCHAEFER CHIEF FINANCIAL OFFICER 40.00 1.00 X 106793 0 15039 LISA SMITH PRESIDENT/CEO (EFF OCT. 2022) 40.00 1.00 X 95585 0 20071 KURT VOLLE VETERINARIAN 40.00 X 101454 0 23508 614990 0 101399 1 0 1 0 TURNER CONSTRUCTION 50 LAKEFRONT BLVD STE 200 BUFFALO NY 14202 EXHIBIT CONSTRUCTION 437677 VISTA SECURITY 60 BRYANT WOODS S AMHERST NY 14228 SECURITY SERVICES 262728 ALLSTATE GENERAL CONTRACTING 31 RANSIER DR BUFFALO NY 14224 FACILITY RENOVATIONS 177300 WORLD BIRD SANCTUARY 125 BALD EAGLE RIDGE RD VALLEY PARK MO 63088 BIRD EXHIBIT 164565 KMIT SOLUTIONS 1955 MIDWAY DR TWINSBURG OH 44087 IT SYSTEM SERVICES 158010 5 200000 2440905 1215661 3856566 ADMISSIONS 713990 2474828 2474828 CONCESSIONS AND GUEST SERVICES 713990 1442291 1442291 MEMBERSHIP 713990 1289678 1289678 PROGRAM EVENTS 713990 998159 998159 EDUCATION 713990 281778 281778 6486734 39150 39150 2273041 2275460 -2419 -2419 -2419 10380031 6486734 0 36731 465172 115656 349516 4507496 3537365 548223 421908 95005 81839 2887 10279 612890 549134 32888 30868 408844 307778 65980 35086 1071554 662026 318989 90539 414286 36077 378209 241919 63682 71619 106618 87240 824 73697 12719 1065857 927446 102432 35979 68080 28466 38026 1588 207140 207140 2265756 2197782 45316 22658 230487 195915 23048 11524 SUPPLIES AND MATERIALS 746246 711808 13944 20494 ANIMAL FEED 383782 383782 366769 258516 89418 18835 13238523 10058096 1983123 1197304 872817 435038 840909 28046 801087 933109 69386 119289 131263 139725 68702967 33545068 36147610 35157899 2327683 1553527 41190755 38366633 832174 1089591 888358 876500 150000 150000 1870532 2116091 X 39175156 36085584 145067 164958 39320223 36250542 41190755 38366633 -2858492 -211189 0 X X 0 1 X 1 0 X 3063372 3786007 5764301 5015975 3856566 21486221 3063372 3786007 5764301 5015975 3856566 21486221 21486221 45715 25494 21611 23905 39150 155875 21642096 26527017 0.99280 0.93010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54000 54000 12913913 12967913 798396 199599 0 0 685931 647976 683791 798396 2816094 4224141 25054 24000 48000 54000 151054 171483 161994 170948 199599 704024 1056036 X 0 401752 -26972 374780 1.00000 0 1 1 64842551 31311416 33531135 405696 389340 16356 3454720 1844312 1610408 35157899 PART III, LINE 4: THE ZOO'S COLLECTIONS ARE NOT CAPITALIZED, AND THEREFORE EXPENDITURES RELATED TO ANIMAL AND HORTICULTURAL ACQUISITIONS ARE EXPENSED IN THE PERIOD OF ACQUISITION. WHEN COLLECTION ITEMS ARE DEACCESSIONED, THE PROCEEDS ARE USED TO PURCHASE OF ADDITIONAL COLLECTION ITEMS. IN AN ONGOING COMMITMENT TO ENHANCE THE WORLDWIDE REPRODUCTION AND PRESERVATION OF ANIMALS, THE SOCIETY SHARES ANIMALS WITH OTHER ORGANIZATIONS. CONSISTENT WITH INDUSTRY PRACTICE, THE SOCIETY DOES NOT RECORD ANY ASSET OR LIABILITY FOR SUCH SHARING ARRANGEMENTS. PART V, LINE 4 ENDOWMENT FUNDS ARE HELD BY THE ZOOLOGICAL SOCIETY OF BUFFALO FOUNDATION, INC. AND ARE COMPRISED OF DONOR RESTRICTED FUNDS INVESTED IN PERPETUITY WITH RELATED EARNINGS APPROPRIATED BASED UPON THE FOUNDATION'S SPENDING POLICY TO SUPPORT OPERATIONS OF THE ZOO. X X 1 0 0 0 0 0 0 0 0 NORAH FLETCHALL PRESIDENT/CEO (THRU SEPT. 2022) 199503 0 0 0 0 0 13041 0 15140 0 227684 0 0 0 PART I, LINE 4A DURING 2022, NORAH M. FETCHALL RECEIVED SEVERANCE COMPENSATION TOTALING $14,710. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE DRAFT FORM 990 AND ALL REQUIRED SCHEDULES ARE PROVIDED TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL BEFORE FILING. FINAL REVIEW AND APPROVAL PROCEDURES OF ALL TAX FORMS ARE COORDINATED WITH ZOO'S MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST IMMEDIATELY DISCLOSE THE EXISTENCE OF THE CONFLICT OF INTEREST TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND ALL MATERIAL FACTS WITH RESPECT TO THE CONFLICT OF INTEREST TO THE MEMBERS OF THE AUDIT COMMITTEE, WHO WILL VOTE TO DETERMINE IF A CONFLICT EXISTS AND TAKE APPROPRIATE ACTIONS. THE INTERESTED PERSON WILL ABSTAIN FROM DELIBERATIONS AND VOTING ON MATTERS WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ZOO'S PRESIDENT/CEO IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ALL NEW BOARD MEMBERS ARE PROVIDED A COPY OF THE ZOO'S BY-LAWS. ANY PROPOSED CHANGES TO GOVERNING DOCUMENTS OR POLICIES OF THE ORGANIZATION ARE SENT TO ALL BOARD MEMBERS AND VOTED UPON AT BOARD MEETINGS. THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED WITH THE AUDIT COMMITTEE AND PRESENTED EACH YEAR TO THE FULL BOARD AT THE ANNUAL MEETING. COPIES OF THE FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED, AT ANY TIME, UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ZOOLOGICAL SOCIETY OF BUFFALO FOUNDATION INC 300 PARKSIDE AVENUE BUFFALO NY 14214 161407299 SUPPORT ZOOLOGICAL SOCIETY OF BUFFALO, INC. NY 501(C)(3) LINE 10 ZOOLOGICAL SOCIETY OF BUFFALO INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ZOOLOGICAL SOCIETY OF BUFFALO FOUNDATION C 200000 FMV