2023-10-26T13:04:21-05:00 2022-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2022-01-01 356068234 FORT WAYNE ZOOLOGICAL SOCIETY INC FORT 2604276800 3411 SHERMAN BLVD FORT WAYNE IN 46808 CHRIS GOMEZ BOARD PRESIDENT 2604276800 2023-10-08 1 CHRIS GOMEZ 999009999 1 CASSE TATE P01271193 3175802000 2023-10-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS GOMEZ 3411 SHERMAN BLVD FORT WAYNE IN 46808 22260245 0 X WWW.KIDSZOO.ORG X 1966 IN TO CONNECT KIDS AND ANIMALS, STRENGTHEN FAMILIES, AND INSPIRE PEOPLE TO CARE. THE FORT WAYNE ZOOLOGICAL SOCIETY, INC. ACCOMPLISHES THIS BY MANAGING AND OPERATING THE FORT WAYNE CHILDREN'S ZOO. THE ZOO WORKS DILIGENTLY TO INTEGRATE CONSERVATION MESSAGES INTO ALL ASPECTS OF ZOO OPERATIONS, FROM EDUCATION PROGRAMS TO KEEPER CHATS. THE ZOO PARTICIPATES IN CONSERVATION AND MANAGEMENT PROGRAMS FOR MORE THAN 90 RARE AND ENDANGERED ANIMAL SPECIES. PROGRAMS ADMINISTERED BY THE ASSOCIATION OF ZOOS & AQUARIUMS (AZA), INCLUDE SPECIES SURVIVAL PLANS, TAXON ADVISORY GROUPS, AND SAFE (SAVING ANIMALS FROM EXTINCTION). THE ZOO HAS AN ANIMAL RESEARCH AND CONSERVATION COMMITTEE THAT FACILITATES PARTNERSHIPS WITH LOCAL AND WORLDWIDE ORGANIZATIONS. 23 23 281 450 0 0 9515641 5252524 9114793 8390892 1163049 823474 1433778 963257 21227261 15430147 367124 307209 0 0 5420390 6257526 0 0 786274 5002907 6189562 10790421 12754297 10436840 2675850 38602539 39339495 1927182 2314768 36675357 37024727 X TO CONNECT KIDS AND ANIMALS, STRENGTHEN FAMILIES, AND INSPIRE PEOPLE TO CARE. THE FORT WAYNE ZOOLOGICAL SOCIETY, INC. ACCOMPLISHES THIS BY MANAGING AND OPERATING THE FORT WAYNE CHILDREN'S ZOO. THE ZOO WORKS DILIGENTLY TO INTEGRATE CONSERVATION MESSAGES INTO ALL ASPECTS OF ZOO OPERATIONS, FROM EDUCATION PROGRAMS TO KEEPER CHATS. THE ZOO PARTICIPATES IN CONSERVATION AND MANAGEMENT PROGRAMS FOR MORE THAN 90 RARE AND ENDANGERED ANIMAL SPECIES. PROGRAMS ADMINISTERED BY THE ASSOCIATION OF ZOOS & AQUARIUMS (AZA), INCLUDE SPECIES SURVIVAL PLANS, TAXON ADVISORY GROUPS, AND SAFE (SAVING ANIMALS FROM EXTINCTION). THE ZOO HAS AN ANIMAL RESEARCH AND CONSERVATION COMMITTEE THAT FACILITATES PARTNERSHIPS WITH LOCAL AND WORLDWIDE ORGANIZATIONS. 0 0 691474 9613 2451652 EDUCATIONAL & MEMBERSHIP SERVICES:NEARLY 17,000 AREA HOUSEHOLDS WERE ZOO MEMBERS IN 2022, WITH MEMBERSHIP SALES COMING IN AT 10% ABOVE OUR 7-YEAR AVERAGE. WE ALSO SAW A 16% INCREASE IN RENEWALS OVER PREVIOUS YEARS. "MEMBERS-ONLY" PERKS IN 2022 INCLUDED TWO MEMBER PREVIEW DAYS AT THE BEGINNING OF OUR SEASON, SPECIAL OFFERS AND DISCOUNTS ALL SEPTEMBER LONG DURING MEMBER APPRECIATION MONTH INCLUDING FREE GUEST PASSES AND RIDES, AS WELL AS FREE ADMISSION TO WILD ZOO HALLOWEEN AND OUR NEW WINTER EVENT WILD ZOO WONDERLAND.IN 2022, THE ZOO HOSTED 601,427 GUESTS. SPECIAL GUEST EXPERIENCE EVENTS WERE A HIT WITH GUESTS OF ALL AGES INCLUDING A NEW EVENT DINO DAYS WITH 19,833 GUESTS. WILD ZOO WONDERLAND, ANOTHER NEW EVENT SAW 8,223 GUESTS ATTEND THIS HOLIDAY INSPIRED FAMILY DAYTIME EVENT. PERENNIAL FAVORITE, WILD ZOO HALLOWEEN WAS THE BIGGEST OF THE EVENTS WITH 36,897 GUESTS. PRIVATE EVENTS HOSTED A RECORD 50 BIRTHDAY PARTIES AND 63 CORPORATE PICNICS AT THE ZOO INCREASING GUEST ATTENDANCE AND REVENUE. PLANS ARE UNDERWAY TO INCREASE THESE NUMBERS FOR 2023. 2074421 0 4015447 ANIMAL EXHIBITS AND IMPROVEMENTS:MORE THAN 1500 ANIMALS CALL THE FORT WAYNE CHILDREN'S ZOO HOME AND ARE CARED FOR DAILY BY INCREDIBLE ANIMAL CARE AND HEALTH TEAMS. EDUCATING GUESTS WITH MORE THAN 100 KEEPER CHATS WEEKLY, ACCESSING ANIMAL WELLBEING, PROVIDING ZOO ANIMALS WITH CHOICE AND CONTROL, TRAINING BEHAVIORS ALLOWING THE ANIMALS TO ASSIST IN THEIR MEDICAL CARE, AND PROVIDING ENRICHMENT TO ELICIT NATURAL BEHAVIORS IS JUST PART OF A DAY'S WORK FOR OUR ANIMAL CARE SPECIALISTS. IN 2022, ZOO SEASON STARTED WITH "PROTECTING OUR FLOCK" SIGNS FOUND THROUGHOUT THE ZOO. ALL BIRD SPECIES REMAINED IN THEIR INDOOR SPACE AS A HIGHLY TRANSMITTABLE AVIAN FLU WAS REPORTED THROUGHOUT INDIANA, INCLUDING ALLEN COUNTY. ON THE ADVICE OF STATE VETERINARIAN AND STATE HEALTH OFFICIALS, THE BIRDS REMAINED OFF EXHIBIT UNTIL MID-SUMMER.THE ZOO CELEBRATED THE BIRTH OF RAJI, A CLOUDED LEOPARD CUB. HIS PARENTS RAURY AND SANJI WERE PAIRED BY THE ASSOCIATION OF ZOOS AND AQUARIUM'S CLOUDED LEOPARD SSP (SPECIES SURVIVAL PLAN) IN HOPES OF THIS POSITIVE OUTCOME. SPECIES SURVIVAL PLANS ARE IN PLACE TO CREATE GENETICALLY DIVERSE POPULATIONS OF ANIMALS TO PROTECT THEM FROM EXTINCTION. THE ZOO PARTICIPATES IN 63 COOPERATIVE SPECIES SURVIVAL PLANS. TENGKU, THE MALE ORANGUTAN, HAS A VERY SPECIAL HEART. IN JANUARY, ZOO STAFF, ALONG WITH AN ENTIRE TEAM OF ANIMAL HEALTHCARE PROFESSIONALS, TOOK A REVOLUTIONARY STEP IN GREAT APE CARDIAC ADVANCEMENTS. IN PARTNERSHIP WITH THE GREAT APE HEART PROJECT, TENGKU, WAS RECOMMENDED TO RECEIVE AN IMPLANTABLE LOOP RECORDER (ILR) DEVICE A TOOL THAT TRACKS CARDIAC FUNCTION WHEN INSERTED THROUGH A SMALL INCISION NEAR HIS HEART. TENGKU WAS ONLY THE SECOND ORANGUTAN TO HAVE A SUCCESSFUL ILR DEVICE INSERTED AND WORKING. NOW WE'RE ABLE TO SCAN THE DEVICE AND INFORMATION IS SENT DIRECTLY TO HIS KEEPERS AND A GREAT APE HEART PROJECT CARDIOLOGIST FOR ANALYSIS. THE ZOO CELEBRATED THE LONG LIFE OF GIRAFFE MATRIARCH, ZURI, WHO DIED IN LATE NOVEMBER DAYS AWAY FROM HER 34TH BIRTHDAY. ZURI HELD THE TITLE AS THE OLDEST GIRAFFE IN NORTH AMERICAN FOR MANY YEARS, WHICH CAN BE ATTRIBUTED TO THE EXCELLENT CARE SHE RECEIVED AT THE ZOO. ZURI ARRIVED IN FORT WAYNE IN 1989 AND QUICKLY BECAME A ZOO FAVORITE AMONG BOTH ANIMAL CARE STAFF AND GUESTS. ZURI GREETED OVER 17 MILLION GUESTS AND WAS AN EXCEPTIONAL AMBASSADOR ANIMAL FOR THIS ENDANGERED SPECIES. IN 2022, THE ZOO WAS BACK IN FULL SWING WITH CONSTRUCTION PROJECTS AND MAINTENANCE. RED PANDA RIDGE CONSTRUCTION LEADING THE WAY WITH ONE OF THE OLDEST UNTOUCHED AREAS OF THE ZOO BEING REIMAGINED. THIS PROJECT IS EXPECTED TO FINISH UP EARLY 2023 WITH A GRAND OPENING OF RED PANDA RIDGE SCHEDULED FOR SUMMER 2023. MAINTENANCE AND CAPITAL IMPROVEMENT PROJECTS IN 2022 INCLUDED A NEW LOOK AT THE FRONT ENTRANCE WITH NEWLY PAINTED FRONT ENTRANCE BUILDINGS AND UPGRADED SIGNS; JOURNEY OFFICE IMPROVEMENTS AND ADDITIONS; INDONESIAN RAINFOREST ROOM UPGRADES; AND NEW SAKI MONKEY AND AGOUTI EXHIBIT SPACE TO NAME A FEW TOTALING $1.3 MILLION DOLLARS. 4148841 297596 1923793 ZOO OPERATIONS:THE ZOO IS A CONSERVATION LEADER, PROVIDING $300,000 IN DIRECT CONSERVATION SUPPORT WITH 30 CONSERVATION PARTNERS AROUND THE GLOBE IN 2022. THE KIDS FOR NATURE CONSERVATION KIOSK CONTINUES TO INVOLVE GUESTS IN CONSERVATION, ALLOWING THEM TO VOTE AMONG THREE PROJECTS WITH THEIR ZOO PROVIDED PENNY AT THE ENTRANCE. A PORTION OF EACH TICKET SALE AND MEMBERSHIP GOES TO THE ZOO'S CONSERVATION PROGRAMS ALONG WITH CORKS FOR CONSERVATION EVENT PROCEEDS, EMPLOYEE GIVING, GUESTS DONATIONS AND WILD THINGS GIFT SHOP "ROUND UP" PROGRAM. THE ZOO PARTICIPATES IN VARIOUS RESEARCH PROJECTS INITIATED BY EXTERNAL AND INTERNAL INVESTIGATORS THAT WANT TO LEARN MORE ABOUT THE ANIMALS THAT CALL OUR ZOO HOME. FOR INSTANCE, EGGS LAID BY OUR ZEBRA SHARK, "VALENTINE", HAVE BEEN SUBMITTED FOR A STUDY AIMING TO LEARN MORE ABOUT THEIR REPRODUCTIVE CYCLES AND POTENTIAL RATES FOR PARTHENOGENESIS, OR REPRODUCING WITHOUT A MALE PRESENT. AS WE CONTINUE TO LEARN AND SHARE KNOWLEDGE, WE CAN BETTER HELP THESE AMAZING ANIMALS THRIVE BOTH UNDER HUMAN CARE AND IN THE WILD. HEAD ZOO VETERINARIAN, KAMI FOX AND VET TECH, SARA SLOAN REPRESENTED THE FORT WAYNE CHILDREN'S ZOO BY PARTICIPATING IN THE MARIANA ISLANDS AVIAN CONSERVATION PROGRAM IN THE SOUTH PACIFIC. THIS IMPORTANT CONSERVATION PROGRAM TRANSLOCATE ENDANGERED NATIVE BIRD SPECIES TO ADDITIONAL MARIANA ISLANDS, AS INSURANCE POPULATIONS TO SECURE THEIR LONG TERM SURVIVAL. THE FORT WAYNE CHILDREN'S ZOO HAS BEEN PARTICIPATING IN THE MAC PROGRAM FOR MORE THAN 10 YEARS. 6914736 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 39 0 1 281 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT DC FL GA IL KS KY MD MA MI MN NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI IN X SARA MORALES 2604276247 3411 SHERMAN BLVD FORT WAYNE IN 46808 CHRIS GOMEZ PRESIDENT 3.00 X X 0 0 0 TOM ACKMANN VICE PRESIDENT 1.00 X X 0 0 0 BEN MILES THRU FEB 2022 DIRECTOR 1.00 X 0 0 0 SARAH EARLS TREASURER 1.00 X X 0 0 0 KRISTIN MARCUCCILLI DIRECTOR 1.00 X 0 0 0 GARY PROBST DIRECTOR 1.00 X 0 0 0 WHITNEY BANDEMER DIRECTOR 1.00 X 0 0 0 BRIAN EMERICK DIRECTOR 1.00 X 0 0 0 DAVE MCCOMB DIRECTOR 1.00 X 0 0 0 MARK HAGERMAN DIRECTOR 1.00 X 0 0 0 RON HOWARD DIRECTOR 1.00 X 0 0 0 KATHLEEN ANDERSON DIRECTOR 1.00 X 0 0 0 RANDY BROWN SECRETARY 1.00 X X 0 0 0 DON CATES DIRECTOR 1.00 X 0 0 0 TOM ELLIS DIRECTOR 1.00 X 0 0 0 JIM HOULIHAN DIRECTOR 1.00 X 0 0 0 HEATHER SCHIMMELE DIRECTOR 1.00 X 0 0 0 GARY SHEARER DIRECTOR 1.00 X 0 0 0 DOMINIC FREIBERGER DIRECTOR 1.00 X 0 0 0 CHUCK SURACK DIRECTOR 1.00 X 0 0 0 BILL KHORSHID DIRECTOR 1.00 X 0 0 0 NANCY LOURAINE DIRECTOR 1.00 X 0 0 0 RACHEL STEINHOFER DIRECTOR 1.00 X 0 0 0 RON TURPIN DIRECTOR 1.00 X 0 0 0 RICK SCHUITEMAN EXECUTIVE DIRECTOR - ZOO 50.00 X 191973 0 8515 SARA MORALES DIRECTOR OF FINANCE 50.00 X 116968 0 9039 AMY LAZOFF DIRECTOR OF DEVELOPMENT 50.00 X 132237 0 3967 BONNIE KEMP DIRECTOR OF COMMUNICATION 50.00 X 108757 0 7496 549935 0 29017 4 0 1 0 HAGERMAN INC 510 W WASHINGTON BLVD PO BOX 1184 FORT WAYNE IN 46861 CONSTRUCTION 2476881 SCHENKEL CONSTRUCTION INC 1120 ST MARYS AVE FORT WAYNE IN 46808 CONSTRUCTION 823200 SSA GROUP 4624 CENTRAL PARK BLVD SUITE 100 DENVER CO 80238 ADMISSIONS / RETAIL / CATERING 449966 BAREFOOT STUDIOS INC 1025 GRANT ST FORT WAYNE IN 46803 CONSTRUCTION/FABRICATION 332717 GLEAVE CONSTRUCTION 532 E HAWTHORNE ST FORT WAYNE IN 46806 CONSTRUCTION 305214 16 845707 4406817 244207 5252524 ADMISSIONS 712130 3986066 3986066 MEMBERSHIP DUES 712130 2218346 2218346 RIDES AND CONCESSIONS 712130 1729464 1729464 EDUCATION 712130 233306 233306 ANIMAL EXPERIENCE 712130 29381 29381 194329 194329 8390892 556494 556494 997602 0 997602 997602 997602 6929953 6662973 266980 266980 266980 132780 845707 167125 -34345 -34345 15430147 8390892 0 1786731 X 142840 142840 9613 9613 154756 154756 326494 10024 306446 10024 4941022 3192005 1422962 326055 80947 14112 55275 11560 526192 89207 363606 73379 382871 245184 112304 25383 24816 24816 131740 131740 182021 182021 273117 114565 127872 30680 132787 121856 4429 6502 144548 49731 78154 16663 989628 791702 98963 98963 65584 11399 46918 7267 24478 4255 17511 2712 8107 8107 257350 217849 39501 102634 102634 REPAIRS AND MAINTENANCE 709503 262922 438684 7897 DIRECT ANIMAL EXPENDITU 698004 697797 207 MAJOR IMPROVEMENTS 611503 68022 543481 OPERATIONAL SUPPLIES 554295 291532 108011 154752 1279447 425365 839852 14230 12754297 6914736 5053287 786274 28571 34074 8733579 1868868 474614 630184 22179 21370 390887 1992284 6906349 2131703 3814689 4774646 25123900 28577979 14120 1440090 38602539 39339495 806299 1237104 1120883 1077664 1927182 2314768 X 18656690 20367218 18018667 16657509 36675357 37024727 38602539 39339495 2675850 -2326480 0 X X 0 1 X 1 0 X 5780187 3609208 4334813 9515641 5252524 28492373 5780187 3609208 4334813 9515641 5252524 28492373 5365642 23126731 818974 824794 997184 1645566 1554096 5840614 163214 310803 270183 744200 35077187 30620694 0.65930 0.69370 X PART II LINE 9 PRIOR YEARS ADJUSTED TO INCLUDE NET INCOME FROM FUNDRAISING EVENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22411643 806209 -1149672 184586 1876910 175956 19830728 16823707 3151720 3445404 2591 878416 128181 22411643 16383764 4539 1330121 6500 774743 113474 16823707 14191703 13906 3027217 8500 732321 108241 16383764 14741403 536301 -411250 8500 556071 110180 14191703 0.20877 0.01695 0.77428 1 0 433423 433423 4867054 930818 3936236 1605872 1200885 404987 4774646 X 13088771 -2326480 167125 -2159355 15248126 182021 182021 15430147 12739401 167125 167125 12572276 182021 182021 12754297 PART X, LINE 2: THE ZOO IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE ZOO HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR 2022 AND 2021. THE ZOO FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION RETURNS, AND IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2019. MANAGEMENT BELIEVES THAT THE ZOO'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 167,125. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 167,125. PART V, LINE 4 PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS THE PURPOSE OF THE ENDOWMENT FUNDS ARE TO MANAGE GIFTS, BEQUESTS AND CONTRIBUTIONS RECEIVED BY THE FORT WAYNE ZOOLOGICAL SOCIETY AND DESIGNATED FOR THE FUND. THE FORT WAYNE ZOOLOGICAL SOCIETY HOLDS AND INVESTS THE ASSETS AS A RESOURCE AVAILABLE TO ACHIEVE THE FOLLOWING: 1) TO ADMINISTER FUNDS COMMITTED TO THE FORT WAYNE ZOOLOGICAL SOCIETY FOR SPECIFIC DONOR RESTRICTED PURPOSES. 2) TO PROVIDE AN ONGOING SOURCE OF FUNDING FOR THE MAINTENANCE AND SUPPORT OF PROJECTS AS DETERMINED BY THE BOARD OF DIRECTORS. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 65000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 89756 0 0 0 0 0 0 154756 0 154756 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION OF JAVAN GIBBON 62255 CHECK 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CONSERVATION PROGRAM 15000 WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, ORANGUTAN CONSERVATION 15000 WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CONSERVATION PROGRAM 22000 WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION OF AFRICAN PENGUINS AND SEABIRD CONSERVATION 10000 CHECK 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION PROGRAM 10000 WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION PROGRAM 7500 CHECK 0 7 0 0 0 0 0 0 0 PART I, LINE 2: THE ZOO HAS A RESEARCH AND CONSERVATION COMMITTEE THAT MEETS ON A REGULAR BASIS TO DETERMINE WHERE TO ALLOCATE FUNDS. CRITERIA USED TO DETERMINE WHERE FUNDS GO INCLUDE BUT ARE NOT LIMITED TO: 1. CONSERVATION IN THE WILD FOR ANIMALS LOCATED AT THE ZOO 2. PROVEN PARTNERSHIPS WITH GROUPS 3. AZA RELATIONSHIPS GROUPS ARE MONITORED ON A REGULAR BASIS AND REQUIRE PERIODIC REPORTS AND ACCOUNTING AND THIRD-PARTY AUDITS. PART III ACCOUNTING METHOD: ZOOBILEE 478901 467886 11015 79178 ZOOFARI 282623 172183 110440 59825 1 216963 205638 11325 28122 978487 845707 132780 167125 167125 -34345 1 ACRES LAND TRUST PO BOX 665 HUNTERTOWN IN 46748 310976955 501(C)(3) 8840 0 CONSERVATION PROGRAM LION GUARDIANS PO BOX 9641 WASHINGTON DC 20016 364712624 501(C)(3) 15000 0 CONSERVATION PROGRAM MINNESOTA ZOO FOUNDATION 13000 ZOO BLVD APPLE VALLEY MN 55124 510147653 501(C)(3) 10000 0 CONSERVATION PROGRAM PACIFIC MARINE MAMMAL RESCUE CENTER 20612 LAGUNA CANYON ROAD LAGUNA BEACH CA 92651 953680896 501(C)(3) 10000 0 CONSERVATION PROGRAM RED PANDA NETWORK 494 W 10TH AVE SUITE 7 EUGENE OR 97401 261103671 501(C)(3) 15000 0 CONSERVATION PROGRAM SAHARA CONSERVATION FUND 13220 N RED HILL ROAD MARINA AZ 85653 260171939 501(C)(3) 10000 0 CONSERVATION PROGRAM WORLD PARROT TRUST PO BOX 985 TRAVELERS REST SC 29690 621561595 501(C)(3) 10000 0 CONSERVATION PROGRAM NASHVILLE ZOO 3777 NOLENSVILLE ROAD NASHVILLE TN 37211 621411210 501(C)(3) 10000 0 CONSERVATION PROGRAM OMAHA ZOOLOGICAL SOCIETY 3701 S 10TH ST OMAHA NE 68107 470469782 501(C)(3) 10000 0 CONSERVATION PROGRAM TURTLE SURVIVAL ALLIANCE 1030 JENKINGS STE D CHARLESTON SC 29407 200785702 501(C)(3) 15000 0 CONSERVATION PROGRAM 10 0 EDUCATION ASSISTANCE - ACKERMAN SCHOLARSHIP 3 6000 FMV SCHOLARSHIP FOR STUDENTS TO ATTEND SUMMER ZOO CAMP 1 3113 FMV CONSERVATION PARTNERS 1 500 FMV SCHEDULE I, PART III ON AN ANNUAL BASIS THE FWCZ AWARDS THE ACKERMAN SCHOLARSHIP. THE ZOO ANNUALLY AWARDS $6,000 TO $7,000 IN SCHOLARSHIPS. IN A TYPICAL YEAR $2000 IS AWARDED TO 3 SEPARATE INDIVIDUALS. ANNUAL PROCESS: NOVEMBER: EXECUTIVE ASSISTANT MAILS FIVE COPIES OF APPLICATION TO HIGH SCHOOL MAILING LIST AND POSTS APPLICATION ON THE ZOO'S WEBSITE. ZOO PRODUCES PRESS RELEASE ANNOUNCING SCHOLARSHIP. FEBRUARY: APPLICATION DEADLINE IS FEBRUARY 1. EXECUTIVE ASSISTANT MAILS LETTERS TO ALL APPLICANTS TO NOTIFY THEM THEIR APPLICATION WAS RECEIVED. EXECUTIVE ASSISTANT COPIES AND MAILS APPLICATIONS TO COMMITTEE MEMBERS. MARCH: COMMITTEE MEMBERS SELECT THEIR TOP CHOICES AND COMMUNICATE TO CHAIR. CHAIR CALCULATES FINALISTS. EXECUTIVE ASSISTANT CALLS FINALISTS FOR INTERVIEWS. APRIL: COMMITTEE MEETS WITH FINALISTS AND SELECTS RECIPIENT(S). COMMITTEE MEMBER NOTIFIES RECIPIENT(S) BY PHONE FOLLOWING INTERVIEWS. EXECUTIVE ASSISTANT MAILS LETTERS TO RECIPIENT(S) AND ALL APPLICANTS. ZOO SENDS CHECK(S) TO SCHOOL(S) WITH A COPY TO RECIPIENT(S). THE FWCZ ON AN ANNUAL BASIS MAKES CONTRIBUTIONS TO CONSERVATION GROUPS THAT SUPPORT THE MISSION OF THE ZOO. A RESEARCH AND CONSERVATION COMMITTEE REVIEWS THE REQUESTS THE ZOO RECEIVES ON AN ANNUAL BASIS AND DETERMINES WHAT ORGANIZATIONS TO DONATE FUNDS TO. THE ZOO CONTINUES TO INCREASE THE AMOUNT OF FUNDS IT COMMITS TO RESEARCH CONSERVATION. 1 X X X X X 0 0 0 0 0 0 0 0 0 RICK SCHUITEMAN EXECUTIVE DIRECTOR - ZOO 191973 0 0 0 0 0 5759 0 2756 0 200488 0 0 0 MARK HAGERMAN - HAGERMAN CONSTRUCTION BOARD MEMBER 2476881 CONSTRUCTION SERVICES 0 X 4 89842 FAIR MARKET VALUE X MISCELLANEOUS 57 154365 COST OF DONATED PROP 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B DOCUMENT WILL BE REVIEWED IN THE FOLLOWING ORDER BY THESE INDIVIDUALS: 1. DIRECTOR OF FINANCE AND ZOO EXECUTIVE DIRECTOR 2. FINANCE COMMITTEE 3. BOARD OF DIRECTORS EACH GROUP WILL BE GIVEN AN OPPORTUNITY TO REVIEW AND SUGGEST CHANGES BEFORE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE BOARD OF DIRECTORS IS REQUIRED TO COMPLETE A FORM INDICATING ANY CONFLICTS OF INTEREST. THESE FORMS ARE MAINTAINED AT THE ZOO OFFICES. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE ZOO DIRECTOR - THE BOARD OF DIRECTORS VICE PRESIDENT CHAIRS THE COMPENSATION & EVALUATION COMMITTEE. THE COMMITTEE IS RESPONSIBLE FOR REVIEWING ANNUAL PERFORMANCE & COMPENSATION OF EXECUTIVE DIRECTOR. 1. OCTOBER - DIRECTOR PREPARES SELF-REVIEW & SUBMITS TO VP W/ COPY TO COMMITTEE MEMBERS. DIRECTOR ALSO SUPPLIES INDUSTRY SALARY COMPARABILITY DATA & CURRENT ZOO COMPENSATION SCHEDULE TO COMMITTEE MEMBERS. 2. NOVEMBER - COMMITTEE MEETS TO REVIEW PERFORMANCE & EVALUATE NEXT YEAR'S GOALS. 3. DECEMBER - COMMITTEE PRESENTS REPORT & PROPOSAL FOR APPROVAL IN EXECUTIVE SESSION AT DECEMBER BOARD OF DIRECTORS MEETING. OTHER KEY EMPLOYEES - ALL EMPLOYEES ARE REVIEWED ON AN ANNUAL BASIS. COMPENSATION SCHEDULE FOR ALL EMPLOYEES IS REVIEWED BY COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E DUES, FEES, AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 41,302. MANAGEMENT AND GENERAL EXPENSES 436,305. FUNDRAISING EXPENSES 13,945. TOTAL EXPENSES 491,552. LIFE SUPPORT EXHIBIT: PROGRAM SERVICE EXPENSES 261,799. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 261,799. HORTICULTURE MAINTENANCE: PROGRAM SERVICE EXPENSES 33,276. MANAGEMENT AND GENERAL EXPENSES 170,895. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,171. EQUIPMENT: PROGRAM SERVICE EXPENSES 49,566. MANAGEMENT AND GENERAL EXPENSES 131,240. FUNDRAISING EXPENSES 191. TOTAL EXPENSES 180,997. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 26,165. MANAGEMENT AND GENERAL EXPENSES 60,878. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,043. VEHICLE: PROGRAM SERVICE EXPENSES 7,923. MANAGEMENT AND GENERAL EXPENSES 39,390. FUNDRAISING EXPENSES 94. TOTAL EXPENSES 47,407. DONOR DEVELOPMENT: PROGRAM SERVICE EXPENSES 5,334. MANAGEMENT AND GENERAL EXPENSES 304. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,638. IN-KIND: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 840. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 840. FORM 990, PART XII, LINE 2C THE AUDIT REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.