2024-11-04T15:18:28+00:00 2023-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2023-01-01 351074747 INDIANAPOLIS ZOOLOGICAL SOCIETY INC INDI 3176302040 1200 W WASHINGTON ST INDIANAPOLIS IN 46222 Sara Inman Vice President/CFO 3176302040 2024-11-04 true Nicole Fishback P01279475 3173834000 2024-11-15 2023 2024-10-15 13:58:12Z INDIANAPOLIS ZOO ROBERT SHUMAKER 1200 W WASHINGTON ST INDIANAPOLIS IN 46222 53788375 false X WWW.INDIANAPOLISZOO.COM X 1944 IN THE MISSION OF THE INDIANAPOLIS ZOO IS TO PROTECT NATURE AND INSPIRE PEOPLE TO CARE FOR OUR WORLD. 40 40 716 1038 735114 583080 12081052 17761063 27029668 27422424 808497 2053679 2265542 2826122 42184759 50063288 347633 833193 0 0 18615334 21088505 236991 205145 1723984 16742331 18107184 35942289 40234027 6242470 9829261 210617870 227094570 13072824 13579772 197545046 213514798 WE PROTECT NATURE AND INSPIRE PEOPLE TO CARE FOR OUR WORLD. WE BELIEVE IN A WORLD WHERE NATURE AND PEOPLE THRIVE. 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AS ONE OF THE REGION'S FOREMOST CULTURAL AND EDUCATIONAL ASSETS, THE ZOO FUNCTIONS AS A REGIONAL, NATIONAL, AND INTERNATIONAL RESOURCE FOR ZOOLOGICAL RESEARCH AND WILDLIFE CONSERVATION. 35215007 true true false false false false false false true true true false true false false true false false true true true true true true false false true true true false false false false false false false false true false false false false false false false false true 100 0 true 716 true true true false false false false true true true 2 false false false false false X 40 40 true false false false false false false true true false false true true true true true true true true false IN X X SARA INMAN 3176302040 1200 W WASHINGTON ST INDIANAPOLIS IN 46222 BETH KLAPPER 1ST V CHAIR 1.0 0.0 X X 0 0 0 BLAKE KORIATH 2ND V CHAIR 1.0 0.0 X X 0 0 0 MARISOL SANCHEZ SECRETARY 1.0 0.0 X X 0 0 0 RONDA SHREWSBURY CHAIR 1.0 0.0 X X 0 0 0 STEVE ALONSO TREASURER 1.0 0.0 X X 0 0 0 ALLEN WRIGHT TRUSTEE 1.0 0.0 X 0 0 0 AMY WILLIS TRUSTEE 1.0 0.0 X 0 0 0 ANDY SELLERS TRUSTEE 1.0 0.0 X 0 0 0 ANITA HARDEN TRUSTEE 1.0 0.0 X 0 0 0 APRIL SASSO TRUSTEE 1.0 0.0 X 0 0 0 CAROLINA RASHIDFAROKHI TRUSTEE 1.0 0.0 X 0 0 0 CHERI DICK TRUSTEE 1.0 0.0 X 0 0 0 CHRISTA ADKINS TRUSTEE 1.0 0.0 X 0 0 0 CONNIE BOND STUART TRUSTEE 1.0 0.0 X 0 0 0 DAVID DEWITT TRUSTEE 1.0 0.0 X 0 0 0 DAVID TROGDEN TRUSTEE 1.0 0.0 X 0 0 0 JEFFERY HARRISON TRUSTEE 1.0 0.0 X 0 0 0 JOHN SHARPE TRUSTEE 1.0 0.0 X 0 0 0 JULIA GARD TRUSTEE 1.0 0.0 X 0 0 0 KAREN ANN LLOYD TRUSTEE 1.0 0.0 X 0 0 0 KENT MORRIS TRUSTEE 1.0 0.0 X 0 0 0 KRISTI LEE TRUSTEE 1.0 0.0 X 0 0 0 LARRY COAN TRUSTEE 1.0 0.0 X 0 0 0 LAUREN EDMUNDSON TRUSTEE 1.0 0.0 X 0 0 0 LUKE BOSSO TRUSTEE 1.0 0.0 X 0 0 0 MEL RAINES TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL WELLS TRUSTEE 1.0 0.0 X 0 0 0 MYRTA PULLIAM TRUSTEE 1.0 0.0 X 0 0 0 NANCY ELDER TRUSTEE 1.0 0.0 X 0 0 0 PATRICK EARLY TRUSTEE 1.0 0.0 X 0 0 0 PETE WARD TRUSTEE 1.0 0.0 X 0 0 0 PETER JORGENSON TRUSTEE 1.0 0.0 X 0 0 0 RICHARD THRAPP TRUSTEE 1.0 0.0 X 0 0 0 ROBERT SHOEMAKER TRUSTEE 1.0 0.0 X 0 0 0 SHANE HAGEMAN TRUSTEE 1.0 0.0 X 0 0 0 SHASH GOYAL TRUSTEE 1.0 0.0 X 0 0 0 STANLEY CHEN TRUSTEE 1.0 0.0 X 0 0 0 STEVE CAGLE TRUSTEE 1.0 0.0 X 0 0 0 TODD KATZ TRUSTEE 1.0 0.0 X 0 0 0 WHIT GRAYSON TRUSTEE 1.0 0.0 X 0 0 0 ROBERT SHUMAKER PRESIDENT AND CEO 40.0 0.0 X 323228 0 85023 SARA INMAN VICE PRESIDENT AND CHIEF FINANCIAL OFFICER 40.0 0.0 X 137652 0 31725 KAREN BURNS EXECUTIVE VICE PRESIDENT 40.0 0.0 X 230671 0 49897 WILLIAM STREET SENIOR VICE PRESIDENT 40.0 0.0 X 194710 0 34598 DANA CANFIELD DIRECTOR 40.0 0.0 X 133326 0 16918 JEFF PROUDFOOT VICE PRESIDENT 40.0 0.0 X 159676 0 42080 KARL TRAEGER DIRECTOR 40.0 0.0 X 146486 0 15109 MARY JANE BENNETT VICE PRESIDENT 40.0 0.0 X 165361 0 34028 SARAH EDWARDS VICE PRESIDENT 40.0 0.0 X 146490 0 17630 1637600 0 327008 19 false true false TURNER CONSTRUCTION COMPANY 733 SOUTH WEST STREET SUITE 200 INDIANAPOLIS IN 46225 CONSTRUCTION SERVICES 13065272 BORSHOFF INC 342 MASSACHUSETTS AVE STE 500 INDIANAPOLIS IN 46204 ADVERTISING 1753928 MACLE SERVICES INC DBA FREIJE PO BOX 7048 GROUP 15 INDIANAPOLIS IN 462077048 ENGINEERING AND CONSTRUCTION SERVICES 626580 MAYS ENTERTAINMENT LLC 4000 W 106TH ST STE 125 PMB 176 CARMEL IN 460327730 PRODUCTION SERVICES 394312 WHITE LEGACY PROPERTIES LLC - JW MARRIOTT INDPLS 62960 COLLECTION DRIVE CHICAGO IL 606930960 EVENT VENUE RENTAL 392962 11 216698 1570414 15973951 371970 17761063 ADMISSION 900099 12351752 12351752 MEMBERSHIP DUES 900099 8529457 8529457 FOOD SALES 721210 2456718 2456718 RIDES 713110 1938313 1938313 PARKING 812930 2035779 1757071 278708 110405 110405 0 0 27422424 2175654 456406 1719248 1186402 434833 751569 0 751569 751569 2250967 1836424 536518 414543 -536518 -121975 -121975 2991865 216698 917312 2074553 2074553 0 0 0 0 0 50063288 27143716 735114 4423395 312943 312943 50000 50000 470250 470250 0 0 1087504 390094 580059 117351 0 0 0 0 16215772 14653173 871509 691090 454599 399086 29232 26281 2067567 1740720 219965 106882 1263063 1105734 99876 57453 0 0 0 0 134812 0 113234 21578 101588 0 101588 0 0 0 0 0 205145 205145 298324 0 298324 0 1869370 1384466 465309 19595 2062750 2062750 0 0 303150 237429 13469 52252 333956 333956 0 0 0 0 0 0 1314994 1113764 113739 87491 343176 317766 12626 12784 0 0 0 0 100609 9823 89506 1280 0 0 0 0 0 0 0 0 4090159 4090159 0 0 898333 898333 0 0 ALL OTHER EXPENSES 2582537 2126947 177981 277609 ANIMAL FOOD & MEDICINE 1269218 1269218 0 0 MAINTENANCE & REPAIRS 1205803 1196300 9503 0 OPERATING SUPPLIES 1198405 1052096 99116 47193 0 0 0 0 40234027 35215007 3295036 1723984 36328774 27081024 9045020 8108786 499075 559192 0 0 0 0 149620 208273 576853 646418 212065676 119135703 79119868 92929973 36917714 46185408 24722539 26116497 0 23258407 25258999 210617870 227094570 7095043 8002729 5905713 5577043 0 0 72068 0 13072824 13579772 X 96614398 114590080 100930648 98924718 197545046 213514798 210617870 227094570 X 9829261 4310625 1829866 X false true X true false X 24605860 8268706 30702467 12081052 17761063 93419148 0 0 24605860 8268706 30702467 12081052 17761063 93419148 18631342 74787806 1736241 1408139 1687046 1708560 2905650 9445636 199521 77045 77120 354885 648889 1357460 0 0 0 0 0 0 104222244 123879470 0.7176 0.7067 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0.0 X 0 0 0 0 0 0 Schedule A, Part II REASON FOR FILING PART II: THE ORGANIZATION HAS COMPLETED SCHEDULE A, PART II TO PROVE THAT IT MEETS THE DEFINITION OF A PUBLICLY SUPPORTED ORGANIZATION UNDER CATEGORY 7 AND CAN USE A SPECIAL REPORTING RULE ON SCHEDULE B. THE ORGANIZATION IS EXEMPT UNDER SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51465748 3197218 5194332 1644704 298324 57914270 57245858 107309 -4024397 1533473 329549 51465748 51600112 599062 6387046 1100000 240362 57245858 46100351 242803 6727093 1329833 140302 51600112 34797841 5785343 7026182 1389170 119845 46100351 0.0 0.54 0.46 false false 5505690 5505690 127960049 85809742 42150307 23017974 20260602 2757372 15763255 10437771 5325484 39818708 2627588 37191120 92929973 Alternative Investments 26116497 F 26116497 Interest in Perpetual Trusts 1622327 Interest in Char Rem Trusts 23636672 25258999 57257600 4310625 1352145 5662770 51594830 298324 -1829866 -1531542 50063288 41287848 1352145 1352145 39935703 298324 0 298324 40234027 Schedule D, Part X, Line 2 ASC 740 DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds EARNINGS FROM THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS AND PROGRAMS OF THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Fundraising Event Expense - 917312 Rental Expense - 434833 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Change in Value-Split Interest Agreement - -1829866 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising Event Expense - 917312 Rental Expense - 434833 true Sub-Saharan Africa 0 0 Grantmaking 105000 East Asia and the Pacific 0 0 Grantmaking 15000 North America (Canada & Mexico only) 0 0 Grantmaking -144750 South Asia 0 0 Grantmaking 40000 Central America and the Caribbean 0 0 Grantmaking 30000 South America 0 0 Grantmaking 5000 Europe (Including Iceland and Greenland) 0 0 Grantmaking 20000 0 0 0 0 0 0 70250 0 70250 North America (Canada & Mexico only) CONSERVATION -144750 WIRE South Asia CONSERVATION 40000 WIRE Central America and the Caribbean CONSERVATION 30000 WIRE South America CONSERVATION 5000 WIRE Europe (Including Iceland and Greenland) CONSERVATION 20000 WIRE Sub-Saharan Africa CONSERVATION 105000 WIRE East Asia and the Pacific CONSERVATION 15000 WIRE 6 1 CONSERVATION South America 2 300000 WIRE CONSERVATION North America (Canada & Mexico only) 1 50000 WIRE CONSERVATION Europe (Including Iceland and Greenland) 1 50000 WIRE true false true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. EVALUATES AND MONITORS ITS GRANTS BASED ON INFORMATION RECEIVED FROM THE GRANTEE ORGANIZATION THROUGH PROGRESS REPORTS AND FINAL ANNUAL REPORTS AND OTHER PUBLIC INFORMATION. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual SOUTH AMERICA -Accrual X X X X X X X true JOHNSON GROSSNICKLE & ASSOCIATES INC 29 SOUTH PARK BOULEVARD GREENWOOD IN 46143 STRATEGY false 0 85606 -85606 0 85606 -85606 CA CO CT FL AL HI IL IN KS KY ME AK MD MA MI NV NJ NM NY NC OH OK OR PA RI SC SD TN UT VA AR WA WI ZOOBILATION 2635781 172331 2463450 141254 60525 521510 WINE AUCTION 433332 29817 403515 46273 29982 75438 1 139450 14550 124900 14550 9600 18180 3208563 216698 2991865 46273 185786 70125 615128 917312 2074553 true INDIANA NATURAL RESOURCES FOUNDATION 402 W WASHINGTON STREET W 256 INDIANAPOLIS IN 46204 501(c)(3) 11587 CONSERVATION LINCOLN PARK ZOOLOGICAL SOCIETY 2001 N CLARK STREET CHICAGO IL 60614 362512404 501(c)(3) 80000 CONSERVATION SIDEKICK FOUNDATION INC 4000 W 106TH ST SUITE 125-238 CARMEL IN 46032 453996413 501(c)(3) 8856 CONSERVATION WORLD PARROT TRUST PO BOX 985 TRAVELERS REST SC 29690 621561595 501(c)(3) 35000 CONSERVATION NATIONAL TROPICAL BOTANICAL GARDEN PO BOX 340 LAWAI HI 96765 526057064 501(c)(3) 10000 CONSERVATION NORTH AMERICAN STURGEON AND PADDLEFISH SOCIETY 4050 BRIDGE CANYON RD BOZEMAN MT 59715 453961279 501(c)(3) 20000 CONSERVATION OKLAHOMA ZOOLOGICAL SOCIETY PO BOX 18424 OKLAHOMA CITY OK 73154 730688645 501(c)(3) 15000 CONSERVATION RE WILD PO BOX 129 AUSTIN TX 78767 262887967 501(c)(3) 45000 CONSERVATION IOWA BIRD REHABILITATION 3108 49TH STREET DES MOINES IA 50310 825080219 501(c)(3) 12500 CONSERVATION SOUTHERN CONSERVATION PARTNERS 4055 ROSWELL RD NE ATLANTA GA 30342 472181285 501(c)(3) 12500 CONSERVATION WIDECAST 6116 HIGH MEADOW DRIVE GODFREY IL 62035 330751451 501(c)(3) 50000 CONSERVATION 11 0 CONSERVATION 1 50000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. EVALUATES AND MONITORS ITS GRANTS BASED ON INFORMATION RECEIVED FROM THE GRANTEE ORGANIZATION AND OTHER PUBLIC INFORMATION. X X X false true false false false false false true false ROBERT SHUMAKER PRESIDENT AND CEO 290973 0 30965 0 1290 0 61000 0 24023 0 408251 0 0 0 SARA INMAN VICE PRESIDENT AND CHIEF FINANCIAL OFFICER 126408 0 10816 0 428 0 7743 0 23982 0 169377 0 0 0 KAREN BURNS EXECUTIVE VICE PRESIDENT 209996 0 16865 0 3810 0 31574 0 18323 0 280568 0 0 0 WILLIAM STREET SENIOR VICE PRESIDENT 183938 0 10082 0 690 0 10575 0 24023 0 229308 0 0 0 MARY JANE BENNETT VICE PRESIDENT 155463 0 7918 0 1980 0 23805 0 10223 0 199389 0 0 0 JEFF PROUDFOOT VICE PRESIDENT 148094 0 9602 0 1980 0 23757 0 18323 0 201756 0 0 0 KARL TRAEGER DIRECTOR 108053 0 38250 0 183 0 5178 0 9931 0 161595 0 0 0 SARAH EDWARDS VICE PRESIDENT 135840 0 10431 0 219 0 7467 0 10163 0 164120 0 0 0 DANA CANFIELD DIRECTOR 121661 0 11302 0 363 0 6856 0 10062 0 150244 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. ALSO HAS AN UNFUNDED NONQUALIFIED PLAN FOR THE PAYMENT OF DEFERRED COMPENSATION TO CERTAIN EXECUTIVE EMPLOYEES. EXPENSE RECOGNIZED BY THE SOCIETY AND ACCRUED TOTALED $95,000 FOR THE YEAR ENDED DECEMBER 31, 2023 A LIABILITY HAS BEEN RECORDED IN THE AMOUNT OF $747,062 AND $741,426 RESPECTFULLY, AS OF DECEMBER 31, 2023 AND 2022. DEFERRED COMPENSATION: INCLUDED IN DEFERRED COMPENSATION IS 457(F) PLAN CONTRIBUTIONS AND NONQUALIFIED DEFERRED COMPENSATION. THE AMOUNT OF 457(F) COMPENSATION INCLUDED IN SCHEDULE J, PART II, COLUMN C: ROBERT SHUMAKER $44,500 KAREN BURNS $19,500 MARY JANE BENNETT $15,500 JEFFREY PROUDFOOT $15,500 Schedule J, Part I, Line 7 Non-fixed payments THE INDIANAPOLIS ZOO HAS A BONUS PLAN FOR CERTAIN EXECUTIVE EMPLOYEES ON THEIR ACCOMPLISHMENT OF THE ZOO'S INSTITUTIONAL INITIATIVES. THE BOARD EXECUTIVE COMMITTEE REVIEWS EVALUATIONS PERFORMED ON AND BY THE ZOO PRESIDENT AND DETERMINES AWARD AMOUNTS ANNUALLY. BONUSES MAY NOT BE AWARDED IF THE ZOO PRESIDENT JUDGES THAT THE FISCAL YEAR'S OVERALL FINANCIAL PERFORMANCE DOES NOT JUSTIFY PAYMENTS. X 20 167505 Market value X Wine/Beer/Liquor 5 204465 Market value 2 false true false Schedule M, Part I Column (B) Number of items received: The Indianapolis Zoo reports the number of contributors in Column (B). Form 990, Part VI, Line 1a Material differences in voting rights During intervals between meetings of the BOT, the Executive Committee has all authority of the BOT. In addition, the Executive Committee, to the extent specified by the BOT, may exercise the authority of the BOT. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons BOARD MEMBERS ALAN COHEN AND LAUREN EDMUNDSON - Family relationship, Board Members Albert Smith and John Neighbors - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE RETURN IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND IT IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED ON AN ANNUAL BASIS BY BOARD MEMBERS AND STAFF. ANNUALLY ALL CONFLICTS OF INTEREST ARE SUMMARIZED AND REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. IF THERE IS A CONFLICT OF INTEREST, A BOARD MEMBER WOULD RECUSE THEMSELVES FROM DISCUSSION AND VOTING. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION OF THE CEO, CFO, VP'S, AND SVP'S. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE VP OF HUMAN RESOURCES DETERMINES OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION AND IS REVIEWED BY THE CFO. COMPENSATION WAS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD IN NOVEMBER OF 2022 FOR 2023 COMPENSATION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue All Other Program Service Revenue - Total Revenue: 110405, Related or Exempt Function Revenue: 110405, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Value of Split Interest Agreement - 1829866;