2023-11-30T08:16:18-06:00 2023-03-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2022-04-01 311680106 CINCINNATI ZOO FOUNDATION INC CINC 5132814700 3400 VINE STREET CINCINNATI OH 452201399 LORI VOSS VP & CFO 5134873387 2023-11-13 1 LORI VOSS 999009999 0 NATOSHA CARR P01225377 5132413111 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM T MAYNARD 3400 VINE STREET CINCINNATI OH 45220 1181337 0 X N/A X 1999 OH ENDOWMENT FUND FOR THE ZOOLOGICAL SOCIETY OF CINCINNATI 18 18 0 18 0 0 482978 207115 0 0 3455999 974222 0 0 3938977 1181337 1044615 1240150 0 0 0 0 0 0 60000 131058 162881 1175673 1403031 2763304 -221694 27823260 25031834 11996518 12159093 15826742 12872741 PERFORM FUNDRAISING FUNCTIONS, PROVIDE FINANCIAL SUPPORT, CARRYOUT THE PURPOSE AND OTHERWISE OPERATING FOR THE BENEFIT OF THE ZOOLOGICAL SOCIETY OF CINCINNATI. 0 0 1240150 1240150 CONTRIBUTION TO THE ZOOLOGICAL SOCIETY OF CINCINNATI. 1240150 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X LORI VOSS 5134873387 3400 VINE STREET CINCINNATI OH 452201399 TIM BONNACI CHAIRMAN 1.00 X X 0 0 0 MURRAY SINCLAIRE VICE CHAIR 1.00 X X 0 0 0 PATRICK DOLLE TREASURER 1.00 X X 0 0 0 AARON HERZIG SECRETARY 1.00 X X 0 0 0 OTTO M BUDIG JR CHAIRMAN EMERITUS 1.00 X X 0 0 0 CARRI CHANDLER TRUSTEE 1.00 X 0 0 0 JOHN DOVICH TRUSTEE 1.00 X 0 0 0 JIM ELLERHORST TRUSTEE 1.00 X 0 0 0 KATIE HEEKIN TRUSTEE 1.00 X 0 0 0 CHRIS HOCK TRUSTEE 1.00 X 0 0 0 DONALD HUDSON TRUSTEE 1.00 X 0 0 0 ERIC KAHN TRUSTEE 1.00 X 0 0 0 LEAH LEPOF TRUSTEE 1.00 X 0 0 0 GEORGE MUSEKAMP TRUSTEE 1.00 X 0 0 0 CORA OGLE TRUSTEE 1.00 X 0 0 0 DAVID VALZ TRUSTEE 1.00 X 0 0 0 BILL WITTEN TRUSTEE 1.00 X 0 0 0 SARAH ZAMARY TRUSTEE 1.00 X 0 0 0 WILLIAM T MAYNARD EXECUTIVE DIRECTOR 5.00 35.00 X 0 603666 24293 SAMUEL D JENIKE VP & COO 5.00 35.00 X 0 279838 23264 LORI L VOSS VP & CFO 5.00 35.00 X 0 241822 29823 0 1125326 77380 0 0 1 0 0 207115 207115 388407 388407 585815 0 585815 585815 585815 1181337 0 0 974222 1240150 1240150 96081 96081 OTHER OPERATING EXPENSE 60000 60000 DUES AND SUBSCRIPTIONS 6800 6800 1403031 1240150 102881 60000 27100080 24380067 723180 651767 27823260 25031834 274868 334868 11721650 11824225 11996518 12159093 X -4669885 -6753507 20496627 19626248 15826742 12872741 27823260 25031834 X -221694 -2660894 -71413 X X 0 1 X 1 1 1 X X 1 ZOOLOGICAL SOCIETY 310537171 7 1 1240150 0 1 1240150 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27102587 206131 -1751768 1175028 24381922 22053952 482978 5634412 1068755 27102587 18871161 432282 4987600 2237091 22053952 20276116 668529 -833375 1170727 69382 18871161 19031667 1124649 1101638 920443 61395 20276116 0.44882 0.02766 0.52353 1 0 0 RELATED PARTY PAYABLE-(ZOOLOGICAL SOCIETY OF CINTI) 11824225 11824225 X PART V, LINE 4: TO SUPPORT THE CINCINNATI ZOO. PART X, LINE 2: THE ORGANIZATION EVALUATES THE INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE INCOME TAX RETURNS FILED BY THE ORGANIZATION TO DETERMINE WHETHER A LIABILITY FOR UNCERTAIN POSITIONS EXIST AND WHETHER A LIABILITY FOR SUCH UNCERTAIN POSITIONS SHOULD BE RECOGNIZED. THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AND MANAGEMENT BELIEVES THE ORGANIZATION HAS NOT ENGAGED IN ACTIVITIES THAT WOULD DISQUALIFY THEM FROM TAX EXEMPT STATUS. THE ORGANIZATION'S POLICY WITH REGARDS TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING THE ORGANIZATION'S TAX PROVISION AND TAX-EXEMPT STATUS, INTERPRETATIONS AND TAX PLANNING STRATEGIES WERE CONSIDERED. THE ORGANIZATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. 1 ZOOLOGICAL SOCIETY OF CINCINNATI 3400 VINE STREET CINCINNATI OH 45220 310537171 501(C)(3) 1240150 0 TO PROVIDE SUPPORT TO THE CINCINNATI ZOO. 1 0 PART I, LINE 2: THE FOUNDATION ONLY GRANTS FUNDS TO THE ZOOLOGICAL SOCIETY OF CINCINNATI. AS A RELATED PARTY, THE FOUNDATION HAS THE ABILITY TO CLOSELY MONITOR THE USE OF GRANTS AND APPROVES LARGE EXPENDITURES. 0 0 0 0 0 0 0 1 0 WILLIAM T MAYNARD EXECUTIVE DIRECTOR 0 317380 0 284000 0 2286 0 11708 0 12585 0 627959 0 0 SAMUEL D JENIKE VP & COO 0 233524 0 45540 0 774 0 11163 0 12101 0 303102 0 0 LORI L VOSS VP & CFO 0 204389 0 37096 0 337 0 9688 0 20135 0 271645 0 0 PART I, LINE 7 THE FOUNDATION DOES NOT COMPENSATE ANY OFFICERS DIRECTORS OR TRUSTEES. HOWEVER, THREE BOARD MEMBERS LISTED ON PART VII ARE OFFICERS OF ZOOLOGICAL SOCIETY OF CINCINNATI AND RECEIVE NON-FIXED COMPENSATION FROM THIS RELATED ENTITY. THE CHAIRMAN OF THE ZOOLOGICAL SOCIETY OF CINCINNATI'S BOARD REVIEWS AND APPROVES THE COMPENSATION AND BONUS OF ALL OFFICERS AND HAS DETERMINED THAT TOTAL COMPENSATION IS REASONABLE AND COMPARABLE. ALTHOUGH A MAJORITY OF EACH OFFICER'S BONUS IS CONTINGENT UPON A FIXED FORMULA, IT IS NOT UNCOMMON FOR THE CHAIRMAN TO USE DISCRETION WHEN CALCULATING THE BONUS FOR SOME OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND RELATED SCHEDULES ON BEHALF OF THE FOUNDATION BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE ORGANIZATION BOARDS OF DIRECTORS. THE FOUNDATION ENCOURAGES INDIVIDUALS TO COME FORWARD WITH ANY NEEDED DISCLOSURES AT ANY TIME DURING THE YEAR AND INQUIRE ON A REGULAR BASIS REGARDING ANY POTENTIAL CONFLICTS. ANY POTENTIAL CONFLICT WOULD BE BROUGHT TO THE EXECUTIVE COMMITEE TO DETERMINE THE ACTION TAKEN. FORM 990, PART VI, SECTION B, LINE 15 REGARDING COMPENSATION PAID TO OFFICERS BY RELATED PARTIES, THE ZOOLOGICAL SOCIETY OF CINCINNATI'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND BONUS. COMPARABILITY DATA SUCH AS COMPENSATION SURVEYS WERE PROVIDED FOR THE COMMITTEE TO REVIEW. THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION AND BONUSES OF ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUSTS -71,413. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. ZOOLOGICAL SOCIETY OF CINCINNATI 3400 VINE STRRET CINCINNATI OH 45220 310537171 CINCINNATI ZOO AND BOTANICAL GARDENS OH 501(C)(3) 509(A)(2) 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0