2024-04-02T13:24:36-05:00 2023-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2022-07-01 952369545 GREATER LOS ANGELES ZOO ASSOCIATION GREA 3236949993 5333 ZOO DRIVE LOS ANGELES CA 900271498 DAWN PETERSEN-AMEND INTERIM PRESIDENT & GENERAL COUNSEL 3236949993 2024-03-27 1 DAWN PETERSEN-AMEND 999009999 0 LIOR TEMKIN P00748170 3104773924 2024-03-27 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GLAZA DAWN PETERSEN-AMEND 5333 ZOO DRIVE LOS ANGELES CA 900271498 49114872 0 X WWW.LAZOO.ORG X 1963 CA SEE SCHEDULE O 40 40 127 520 74575 0 15640949 16843477 3622019 8747887 1122024 1016621 7655 221250 20392647 26829235 5336088 8037249 0 0 5389386 5813361 0 0 1881313 3866914 7584958 14592388 21435568 5800259 5393667 43612955 51150097 1723567 1781902 41889388 49368195 X SEE SCHEDULE O 0 0 13440978 5480880 8682531 SEE SCHEDULE O 2556369 2556369 SEE SCHEDULE O 1439051 212031 SEE SCHEDULE O 17436398 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 1 127 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 3236949993 5333 ZOO DRIVE LOS ANGELES CA 900271498 COURTNEY APPELL TRUSTEE 3.00 X 0 0 0 MICHAEL D ARMSTRONG TRUSTEE 3.00 X 0 0 0 SHAINAZ DONNELLY BURG TRUSTEE (FROM 6/23) 3.00 X 0 0 0 ESTHER S CHAO TRUSTEE 3.00 X 0 0 0 JILLIAN R CHAVES TRUSTEE (UNTIL 8/22) 3.00 X 0 0 0 VIVIAN CHOW TRUSTEE 3.00 X 0 0 0 MALISSIA CLINTON TRUSTEE 3.00 X 0 0 0 RICHARD CORGEL TRUSTEE (UNTIL 6/23) 3.00 X 0 0 0 MARLYN GATES DAY TRUSTEE (FROM 12/22) 3.00 X 0 0 0 WENDY M DENHAM MD TRUSTEE 3.00 X 0 0 0 ROBERT J ELLIS TRUSTEE 3.00 X 0 0 0 JUSTIN T ENBODY TRUSTEE 3.00 X 0 0 0 SAMUEL J ENOCH TRUSTEE 3.00 X 0 0 0 HEATHER A EVANS TRUSTEE 3.00 X 0 0 0 ALFRED FRAIJO JR TRUSTEE 3.00 X 0 0 0 CASSIDY K HORN TRUSTEE 3.00 X 0 0 0 RANDY HUA TRUSTEE 3.00 X 0 0 0 TYLER K KELLEY TRUSTEE 3.00 X 0 0 0 DIANN H KIM TRUSTEE (UNTIL 2/23) 3.00 X 0 0 0 ANTHONY L KITCHENER TRUSTEE 3.00 X 0 0 0 RICHARD A LICHTENSTEIN TRUSTEE 3.00 X 0 0 0 ALAN G LOWY TRUSTEE 3.00 X 0 0 0 PATRICIA A MCKENNA TRUSTEE 3.00 X 0 0 0 STEPHEN O'CONNELL TRUSTEE 3.00 X 0 0 0 ELISABETH PRICE TRUSTEE 3.00 X 0 0 0 NAOMI K RODRIGUEZ TRUSTEE (UNTIL 6/23) 3.00 X 0 0 0 MARC L SALLUS TRUSTEE 3.00 X 0 0 0 PATRICIA SILVER TRUSTEE 3.00 X 0 0 0 SLASH TRUSTEE 3.00 X 0 0 0 JAY P SONBOLIAN TRUSTEE 3.00 X 0 0 0 MADELINE J TAFT TRUSTEE 3.00 X 0 0 0 FRANCO M TERANGO TRUSTEE 3.00 X 0 0 0 ELLIA M THOMPSON ESQ TRUSTEE 3.00 X 0 0 0 JENNIFER THORNTON WIELAND TRUSTEE 3.00 X 0 0 0 LAURA Z WASSERMAN TRUSTEE 3.00 X 0 0 0 MATTHEW K WILSON TRUSTEE 3.00 X 0 0 0 GRANT WITHERS TRUSTEE (FROM 6/23) 3.00 X 0 0 0 BRIAN L DIAMOND CHAIR 3.00 X X 0 0 0 ERIKA A STERN VICE-CHAIR 3.00 X X 0 0 0 GREGORY D FUSS TREASURER 3.00 X X 0 0 0 PHYLLIS KUPFERSTEIN SECRETARY 3.00 X X 0 0 0 THOMAS JACOBSON PRESIDENT 37.50 X 349185 0 92074 GRETCHEN HUMBERT VP, CFO (UNTIL 6/23) 37.50 X 250755 0 58049 DAWN PETERSEN-AMEND VP OF ADMIN & GENERAL COUNSEL 37.50 X 234602 0 100229 JANET DIAL VP OF ADVANCEMENT 37.50 X 203378 0 20206 SARA RODRIGUEZ VP, SPECIAL EVENTS AND OPERATIONS 37.50 X 183109 0 60486 ALYSHA HILLIARD VP OF MARKETING 37.50 X 179591 0 82711 ROBERT WOOLEY ASSOCIATE VP FOR ADVANCEMENT 37.50 X 173938 0 22244 KEVIN O'BRIEN DIRECTOR OF CORPORATE SPONSORSHIPS 37.50 X 145720 0 24421 EMILY MARRIN DIRECTOR OF MARKETING & COMM 37.50 X 118965 0 9897 KOI KENNEDY STAFF ACCOUNTANT 37.50 X 111025 0 25489 ERIC HAPPE DIRECTOR OF FINANCE 37.50 X 106319 0 21710 2056587 0 517516 11 0 1 0 MILES RIVER DIRECT 19 BOARDMAN LANE SOUTH HAMILTON MA 01982 MEMBERSHIP DIRECT MAIL 552761 1 5415033 1382408 10046036 16843477 EXHIBITIONS AND TICKET 900099 4973159 4973159 CONCESSIONS COMMISSION 900099 3700153 3700153 SPONSORSHIP REVENUE 900099 74575 74575 8747887 838611 838611 22213523 22035513 178010 178010 178010 250124 1382408 250124 0 MISCELLANEOUS REVENUE 900099 221250 221250 221250 26829235 8894562 74575 1016621 7924706 7924706 112543 112543 1900581 862786 585773 452022 3010534 2178755 291273 540506 178358 133806 20517 24035 370553 223989 109495 37069 353335 227238 49590 76507 12655 12655 66838 66838 184075 130075 54000 85002 85002 402064 263304 101683 37077 551290 533131 18159 308170 251292 38488 18390 425867 231106 137475 57286 26088 2004 24084 55489 17781 29586 8122 43320 20434 22886 413656 49981 359676 3999 COMMUNITY EVENTS 3550886 3169399 1769 379718 BANK FEES 344479 306131 7974 30374 PRINTING & PUBLICATIONS 305641 271154 8090 26397 DONOR AND MEMBER BENEFI 301226 204621 96605 508212 452237 34928 21047 21435568 17436398 2117857 1881313 2716915 4228315 13054077 13378405 1307744 1588582 480362 484489 222133 310990 1386313 1286867 110668 99446 25589821 30938698 131235 121172 43612955 51150097 1424611 1559638 298956 222264 1723567 1781902 X 23992480 29711482 17896908 19656713 41889388 49368195 43612955 51150097 5393667 2085140 0 X 0 1 X 1 0 X 14219864 9597956 8019085 15640949 16843477 64321331 9261279 7105973 1788586 3622019 8747887 30525744 231617 8001 45593 293876 250124 829211 23712760 16711930 9853264 19556844 25841488 95676286 4327392 2074456 1444949 3563483 5411211 16821491 2442343 1812985 1444516 2839560 2383787 10923191 6769735 3887441 2889465 6403043 7794998 27744682 67931604 651505 680771 379065 586580 838611 3136532 651505 680771 379065 586580 838611 3136532 41093 47363 183729 7655 221250 501090 24405358 17440064 10416058 20151079 26901349 99313908 0.68400 0.69900 0.03160 0.03040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 41,093. 2019 AMOUNT: $ 47,363. 2020 AMOUNT: $ 183,729. 2021 AMOUNT: $ 7,655. 2022 AMOUNT: $ 221,250. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 100000 0 0 1 184075 284075 0 PART II-B, LINE 1: THE ORGANIZATION HIRED ONE FIRM TO PERFORM CONSULTING AND LOBBYING SERVICES TO ASSESS POSSIBLE FUNDING OPPORTUNITIES FROM VARIOUS LEGISLATIVE BODIES. THE ORGANIZATION HIRED A SECOND FIRM TO PERFORM CONSULTING AND LOBBYING SERVICES RELATED TO NEGOTIAIONS OF A NEW OPERATING AGREEMENT WITH THE CITY OF LOS ANGELES. THE ORGANIZATION HIRED A THIRD FIRM TO HELP SUPPORT A CITY OF LOS ANGELES BALLOT INITIATIVE IN NOVEMBER 2022. 25728533 31531118 2919907 716323 31085235 27940150 2608162 -4001231 818548 25728533 23668434 98921 4879246 706451 27940150 23775599 589460 696625 23668434 23204632 1149007 578040 23775599 0.81000 0.08000 0.11000 0 0 283725 280121 3604 1102588 1006746 95842 99446 X 28829371 2095200 2095200 26734171 85002 10063 95065 26829236 21350566 0 21350566 85002 85002 21435568 PART V, LINE 4: GLAZA MANAGES ENDOWMENT FUNDS TO SUPPORT GLAZA AND ZOO OPERATIONS AND PROGRAMS. THE MAJORITY OF GLAZA'S ENDOWMENT FUNDS ARE UNRESTRICTED BEQUESTS WHICH THE BOARD HAS DESIGNATED TO BE TREATED AS ENDOWMENT. GLAZA'S PERMANENTLY RESTRICTED ENDOWMENT FUNDS HAVE BEEN LARGELY GIVEN BY DONORS FOR A SPECIFIC AREA OF SUPPORT: EDUCATIONAL PROGRAMS, THE DOCENT PROGRAM, AND ZOO EXHIBIT IMPROVEMENTS. WITH ALL ENDOWMENT FUNDS, GLAZA HAS ADOPTED A DISTRIBUTION POLICY THAT WHILE ALLOWING FOR CURRENT DISTRIBUTIONS, PLACES AN EMPHASIS ON LONG-TERM GROWTH OF THE ENDOWMENT FUNDS SO THAT THEY CAN PROVIDE INCREASING SUPPORT IN THE FUTURE. PART X, LINE 2: IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES" ("ASC 740"), GLAZA RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, GLAZA HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. GLAZA RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUNE 30, 2023, GLAZA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THE FEDERAL AND STATE OF CALIFORNIA INCOME TAX RETURNS FOR GLAZA STILL OPEN AND SUBJECT TO IRS OR STATE OF CALIFORNIA EXAMINATION ARE AS FOLLOWS: FEDERAL (2019-2022) AND STATE (2018-2022). PART XI, LINE 4B - OTHER ADJUSTMENTS: NET UNREALIZED LOSS ON BENEFICIAL INTEREST IN PERPETUAL TRUSTS 10,063. 1 0 0 0 0 0 0 0 0 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PRIMATE CONSERVATION 25000 WIRE TRANSFER 0 N/A CASH GRANT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PAINTED DOG CONSERVATION 20000 CHECK PAYMENT 0 N/A CASH GRANT SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, ASIAN ELEPH CONSERVATION 20000 WIRE TRANSFER 0 N/A CASH GRANT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, ANTI-POACHING EFFORTS 12000 WIRE TRANSFER 0 N/A CASH GRANT CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, MACAW CONSERVATION 9814 WIRE TRANSFER 0 N/A CASH GRANT SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, JAVAN WARTY PIG CONSERVATION 5855 WIRE TRANSFER 0 N/A CASH GRANT SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, GHARIAL CONSERVATION 9874 WIRE TRANSFER 0 N/A CASH GRANT 7 0 0 0 0 0 0 0 PART I, LINE 2: ON BEHALF OF THE ZOO, GLAZA FUNDS CONSERVATION PROJECTS WITHIN THE UNITED STATES AND AROUND THE WORLD. ZOO CURATORS AND OFFICIALS WHO WORK CLOSELY WITH CONSERVATION GROUPS MAKE RECOMMENDATIONS TO SENIOR ZOO STAFF FOR BUDGETING PROPOSED CONSERVATION GRANTS. ZOO CURATORS AND SENIOR STAFF HAVE DECADES OF EXPERIENCE WORKING WITH CONSERVATION GROUPS, AND THE VAST MAJORITY OF ORGANIZATIONS AND THEIR STAFFS HAVE BEEN KNOWN TO ZOO OFFICIALS OVER THE YEARS. BUDGETED ORGANIZATIONS ARE THEN INVITED TO COMPLETE A ZOO/GLAZA GRANT REQUEST FORM WHERE THEY PROVIDE INFORMATION ABOUT THEIR ORGANIZATION, MISSION, AND GOVERNANCE; PRIOR GRANTS FROM THIS PROGRAM; AND THE PROPOSED PROJECT TO BE FUNDED, HOW IT WILL BE ADMINISTERED AND EVALUATED. ZOO AND GLAZA STAFF REVIEW THESE GRANT REQUESTS, AS WELL AS DO ON-LINE AND OTHER RESEARCH TO DETERMINE THE ORGANIZATIONS' ABILITY TO COMPLETE THE PROPOSED PROJECTS. A MAJORITY OF GRANTS ARE TO ORGANIZATIONS WHICH HAVE BEEN PREVIOUSLY FUNDED BY THIS PROGRAM. DURING THE TERMS OF THE GRANTS, ZOO CURATORS MAINTAIN CONTACT WITH THE ORGANIZATIONS AND RECEIVE INTERIM AND FINAL WRITTEN AND ORAL UPDATES ON THE PROGRESS OF THE PROJECTS. PART III ACCOUNTING METHOD: X X X X X X X 1 BEASTLY BALL 1397176 1189399 207777 87989 42204 77584 WALK FOR THE WILD 235356 193009 42347 3764 38583 1632532 1382408 250124 91753 42204 116167 250124 0 1 LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 2646813 0 CASH GRANTS N/A MEMBERSHIP TRANSFER LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 2398826 0 CASH GRANTS N/A VARIOUS OPERATING EXPENSES LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 1342820 0 CASH GRANTS N/A SITE RENTALS TRANSFER LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 1285183 0 CASH GRANTS N/A TICKETED EVENTRS TRANSFER LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 80391 0 CASH GRANTS N/A FUNDRAISING EVENT TRANSFER LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 25673 0 CASH GRANTS N/A SITE RENTALS TRANSFER CA TRUST FOR PUBLIC LAND ACT FD 101 MONTGOMERY STREET SUITE 900 SAN FRANCISCO CA 94101 043515341 501(C)(4) 100000 0 CASH GRANTS N/A SUPPORT MEASURE SP ASSOC ZOOS & AQUARIUMS PO BOX 79863 BALTIMORE MD 21279 550526930 501(C)(3) 25000 0 CASH GRANTS N/A WLDLF TRK ALL CONT ASSOC ZOOS & AQUARIUMS PO BOX 79863 BALTIMORE MD 21279 550526930 501(C)(3) 10000 0 CASH GRANTS N/A SAFE CONTRIBUTION ASSOC ZOOS & AQUARIUMS PO BOX 79863 BALTIMORE MD 21279 550526930 501(C)(3) 10000 0 CASH GRANTS N/A HURRICANE IAN FUND 2 1 PART I, LINE 2: ON BEHALF OF THE ZOO, GLAZA FUNDS CONSERVATION PROJECTS WITHIN THE UNITED STATES AND AROUND THE WORLD. ZOO CURATORS AND OFFICIALS WHO WORK CLOSELY WITH CONSERVATION GROUPS MAKE RECOMMENDATIONS TO SENIOR ZOO STAFF FOR BUDGETING PROPOSED CONSERVATION GRANTS. ZOO CURATORS AND SENIOR STAFF HAVE DECADES OF EXPERIENCE WORKING WITH CONSERVATION GROUPS, AND THE VAST MAJORITY OF ORGANIZATIONS AND THEIR STAFFS HAVE BEEN KNOWN TO ZOO OFFICIALS OVER THE YEARS. BUDGETED ORGANIZATIONS ARE THEN INVITED TO COMPLETE A ZOO/GLAZA GRANT REQUEST FORM WHERE THEY PROVIDE INFORMATION ABOUT THEIR ORGANIZATION, MISSION, AND GOVERNANCE; PRIOR GRANTS FROM THIS PROGRAM; AND THE PROPOSED PROJECT TO BE FUNDED, HOW IT WILL BE ADMINISTERED AND EVALUATED. ZOO AND GLAZA STAFF REVIEW THESE GRANT REQUESTS, AS WELL AS DO ON-LINE AND OTHER RESEARCH TO DETERMINE THE ORGANIZATIONS' ABILITY TO COMPLETE THE PROPOSED PROJECTS. A MAJORITY OF GRANTS ARE TO ORGANIZATIONS WHICH HAVE BEEN PREVIOUSLY FUNDED BY THIS PROGRAM. DURING THE TERMS OF THE GRANTS, ZOO CURATORS MAINTAIN CONTACT WITH THE ORGANIZATIONS AND RECEIVE INTERIM AND FINAL WRITTEN AND ORAL UPDATES ON THE PROGRESS OF THE PROJECTS. X X X X 0 1 0 0 0 0 0 0 0 THOMAS JACOBSON PRESIDENT 282201 0 65400 0 1584 0 51285 0 40789 0 441259 0 0 0 DAWN PETERSEN-AMEND VP OF ADMIN & GENERAL COUNSEL 223554 0 8000 0 3048 0 50942 0 49287 0 334831 0 0 0 GRETCHEN HUMBERT VP, CFO (UNTIL 6/23) 241723 0 8000 0 1032 0 36211 0 21838 0 308804 0 0 0 ALYSHA HILLIARD VP OF MARKETING 170559 0 8000 0 1032 0 35185 0 47526 0 262302 0 0 0 SARA RODRIGUEZ VP, SPECIAL EVENTS AND OPERATIONS 174749 0 8000 0 360 0 32445 0 28041 0 243595 0 0 0 JANET DIAL VP OF ADVANCEMENT 199358 0 2700 0 1320 0 20206 0 0 0 223584 0 0 0 ROBERT WOOLEY ASSOCIATE VP FOR ADVANCEMENT 173386 0 0 0 552 0 10553 0 11691 0 196182 0 0 0 KEVIN O'BRIEN DIRECTOR OF CORPORATE SPONSORSHIPS 142672 0 0 0 3048 0 7349 0 17072 0 170141 0 0 0 PART I, LINE 4B DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2022: $16,469 WAS CONTRIBUTED TO THOMAS JACOBSON'S 457(F) PLAN. $5,480 WAS CONTRIBUTED TO GRETCHEN HUMBERT'S 457(F) PLAN. $5,156 WAS CONTRIBUTED TO DAWN PETERSEN-AMEND'S 457(F) PLAN. FORM 990, PART I, LINE 1: THE GREATER LOS ANGELES ZOO ASSOCIATION ("GLAZA"), THE OFFICIAL SUPPORT ORGANIZATION OF THE LOS ANGELES ZOO AND BOTANICAL GARDENS ("ZOO"), IS A NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF ESTABLISHING, DEVELOPING, BEAUTIFYING, AND IMPROVING THE ZOO. THE ZOO IS OWNED AND OPERATED BY THE CITY OF LOS ANGELES ("CITY"), DEPARTMENT OF THE ZOO. TO FULFILL ITS MISSION, GLAZA CONDUCTS A FUNDRAISING PROGRAM THAT RAISES FUNDS FOR OPERATIONAL, PROGRAMMATIC AND CAPITAL NEEDS AND PROJECTS; DIRECTS AND OPERATES THE ZOO'S MEMBERSHIP PROGRAMS FOR NEARLY 42,000 HOUSEHOLDS; MANAGES MARKETING, STRATEGIC BRANDING, AND PUBLIC RELATIONS FOR THE ZOO; CONDUCTS A SITE RENTALS PROGRAM; PLANS AND EXECUTES SPECIAL EVENTS AND TRAVEL PROGRAMS; CREATES AND DISTRIBUTES PUBLICATIONS; MANAGES ITS WEBSITE; RECRUITS AND TRAINS APPROXIMATELY 520 DOCENTS AND VOLUNTEERS; AND OVERSEES CERTAIN VISITOR AMENITIES INCLUDING FOOD AND RETAIL CONCESSIONS. OPERATING AGREEMENT: THE CITY ENTERED INTO AN AGREEMENT WITH GLAZA (THE OPERATING AGREEMENT) FOR THE PURPOSES OF OBTAINING ASSISTANCE IN ESTABLISHING, DEVELOPING, BEAUTIFYING, AND IMPROVING THE ZOO. THE OPERATING AGREEMENT WAS EXECUTED ON SEPTEMBER 29, 1997 AND EXPIRED ON SEPTEMBER 29, 2022. UNDER SECTION III OF THE OPERATING AGREEMENT, THE ZOO AND GLAZA ESTABLISHED SEVERAL MEMORANDA OF UNDERSTANDING (MOUS) TO IDENTIFY SPECIFIC PROGRAMS AND FINANCIAL OBLIGATIONS. GLAZA HAS BEEN WORKING IN GOOD FAITH WITH THE CITY AND THE ZOO TO NEGOTIATE A NEW OPERATING AGREEMENT. ON SEPTEMBER 2, 2022, THE CITY COUNCIL (COUNCIL) APPROVED AN EXTENSION OF THE CURRENT OPERATING AGREEMENT THROUGH MARCH 30, 2023, WITH AN OPTION TO EXTEND FOR AN ADDITIONAL SIX MONTHS THROUGH SEPTEMBER 30, 2023 WHILE NEGOTIATIONS CONTINUE. THE COUNCIL ALSO DIRECTED THAT THE EXTENSION INCLUDE THE TERMS OF THE EXPIRED MOUS, AS WELL AS THE CURRENT VERSION OF THE CITY'S STANDARD CONTRACTING PROVISIONS. DURING THE YEAR ENDED JUNE 30, 2023, GLAZA AND THE CITY PREPARED BOTH THE FIRST AND SECOND AMENDED AND RESTATED OPERATING AGREEMENTS TO INCORPORATE THE COUNCIL'S DIRECTIONS AND EXTEND THE CONTRACTUAL RELATIONSHIP THROUGH SEPTEMBER 30, 2023. MEMBERSHIP MEMORANDUM OF UNDERSTANDING (MOU): UNDER THIS MOU, GLAZA MANAGES THE ZOO'S MEMBERSHIP PROGRAM. FEES COLLECTED FROM MEMBERS ARE USED TO FUND DEPARTMENT EXPENSES, AS WELL AS SUPPORT EXPENSES FOR VOLUNTEER AND DOCENT PROGRAMS, PUBLICATIONS, AND WEBSITE MANAGEMENT. THE LAST MOU EXPIRED JUNE 30, 2017. DURING THE TERMS OF BOTH THE FIRST AND SECOND AMENDED AND RESTATED OPERATING AGREEMENTS, THE CITY AND GLAZA CONTINUE TO OPERATE UNDER THE TERMS OF THE EXPIRED MOU. PER SECTION VII OF THE OPERATING AGREEMENT, GLAZA REMITS 25% OF MEMBERSHIP FEES RECEIVED TO THE ZOO, PLUS THE NET SURPLUS (IF ANY) AFTER DEPARTMENT EXPENSES AND OTHER SPECIFIED PROGRAMS' EXPENSES ARE PAID. CONCESSION AGREEMENT: IN MAY 2019, GLAZA AND THE CITY EXECUTED THE 6TH AMENDMENT TO THE OPERATING AGREEMENT (THE 6TH AMENDMENT), EFFECTIVE JULY 1, 2019. THE 6TH AMENDMENT TERMINATES AND REPLACES THE CONCESSION AGREEMENT AND FUTURE CONCESSION MOUS AND BECAME PART OF THE EXISTING OPERATING AGREEMENT. THE CITY AND GLAZA INTEND TO INCORPORATE THIS 6TH AMENDMENT INTO THE RENEGOTIATED OPERATING AGREEMENT. THE 6TH AMENDMENT GRANTS GLAZA THE RIGHT TO ENTER INTO A CONCESSION SERVICES AGREEMENT WITH A CONCESSIONAIRE FOR A TEN-YEAR PERIOD, WITH A FIVE-YEAR OPTION TO EXTEND. THE CONCESSION SERVICES AGREEMENT BETWEEN GLAZA AND THE CONCESSIONAIRE, SSA GROUP, LLC (SSA), WAS APPROVED BY THE LOS ANGELES CITY COUNCIL (COUNCIL) IN DECEMBER 2019. AN AMENDMENT TO THE CONCESSION SERVICES AGREEMENT WAS APPROVED BY THE COUNCIL IN AUGUST 2021 AND BECAME EFFECTIVE OCTOBER 1, 2021. PER THE 6TH AMENDMENT, GLAZA PAYS THE ZOO 80% OF COMMISSIONS RECEIVED FOR SERVICES AND AMENITIES PROVIDED BY THE CONCESSIONAIRE, PLUS THE REMAINDER OF COMMISSIONS AFTER RETENTION OF AN ANNUAL FEE FOR MANAGING THE CONCESSIONS SERVICES AGREEMENT. MARKETING & PUBLIC RELATIONS, AND SITE RENTALS & CATERED EVENTS MOU: THIS MOU SPECIFIES GLAZA WILL PROVIDE MARKETING, PUBLIC RELATIONS, AND STRATEGIC BRANDING SERVICES FOR THE ZOO. IT ALSO STIPULATES GLAZA WILL OVERSEE SITE RENTALS FOR PRIVATE EVENTS AND EXECUTION OF NIGHT-TIME TICKETED EVENTS TO GENERATE ADDITIONAL REVENUE. THE LAST MOU EXPIRED JUNE 30, 2019. DURING OPERATING AGREEMENT NEGOTIATIONS, THE CITY AND GLAZA CONTINUE TO OPERATE UNDER THE TERMS OF THE EXPIRED MOU. BEGINNING IN THE YEAR ENDING JUNE 30, 2020, THE CITY AND ZOO CEASED TO PROVIDE A REBATE OF ADMISSIONS REVENUE AND NIGHT-TIME TICKETED EVENT PROCEEDS IF FISCAL YEAR ADMISSIONS TARGETS ARE ACHIEVED. GLAZA PAYS 10% OF SITE RENTAL FEES AND ALL NET PROCEEDS FROM NIGHT-TIME TICKETED EVENTS TO THE ZOO. FINANCIAL ASSISTANCE, SPECIAL EVENTS, AND COMMUNITY AFFAIRS MOU: UNDER THIS MOU, TERMS ARE ESTABLISHED FOR RAISING UNRESTRICTED, RESTRICTED, AND ENDOWMENT FUNDS. IT ALSO ESTABLISHES FUNDING FOR AN EVENTS DEPARTMENT AND CONSERVATION DONATIONS MADE AT THE ZOO'S DISCRETION. THE LAST MOU EXPIRED JUNE 30, 2017. DURING OPERATING AGREEMENT NEGOTIATIONS, THE CITY AND GLAZA CONTINUE TO OPERATE UNDER THE TERMS OF THE EXPIRED MOU. FUNDRAISING FOCUS: DURING THE YEAR ENDING JUNE 30, 2023, GLAZA SUPPORTED THE ZOO IN A BREADTH OF PROJECTS AND PROGRAMS INCLUDING: BETTY WHITE'S ZOO PALS, A SPECIAL GRANT-FUNDED PROGRAM FOR TITLE I SCHOOLS THAT PROVIDES KINDERGARTEN-5TH GRADE TEACHERS AND THEIR STUDENTS WITH FREE PROGRAMMING AND SUPPLIES FOR THEIR STUDENTS. A NEW RADIOLOGY UNIT FOR THE ZOO'S GOTTLIEB ANIMAL HEALTH & CONSERVATION CENTER; USED FOR WELLNESS EXAMS, EMERGENCIES, AND OTHER DIAGNOSTIC TESTS, THIS EQUIPMENT IS VITAL TO THE CARE AND WELFARE OF OUR ANIMALS. TODD ANDREW AUSTIN ANIMAL CARE & ENRICHMENT ENDOWMENT, AN ENDOWMENT ESTABLISHED TO SUPPORT THE ZOO'S ANIMAL CARE AND ENRICHMENT NEEDS FOR YEARS TO COME. THE CONSERVATION STRATEGIC PLAN, INCLUDING DATABASE DEVELOPMENT TO COMBAT WILDLIFE TRAFFICKING USING ADVANCED CT IMAGING AND AIRPORT SCANNER SOFTWARE. MONTGOMERY & SONOSKY CONSERVATION FELLOWSHIP, A PROGRAM THAT ENABLES LOS ANGELES ZOO ANIMAL CARE STAFF TO TRAVEL TO AREAS WHERE THEIR EXPERTISE CAN MAKE A CRUCIAL DIFFERENCE IN ADVANCING CONSERVATION EFFORTS. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: MEMBERSHIP, VISITOR AMENITIES, PUBLICATIONS, WEBSITE, DOCENTS AND VOLUNTEERS, AS WELL AS MEMBERSHIP AND CONCESSIONS TRANSFERS TO THE LOS ANGELES ZOO. GLAZA DIRECTS AND OPERATES THE ZOO'S MEMBERSHIP PROGRAMS FOR NEARLY 42,000 HOUSEHOLDS. IN ACCORDANCE WITH THE OPERATING AGREEMENT, GLAZA REMITS 25% OF MEMBERSHIP FEES RECEIVED TO THE ZOO. GLAZA OVERSEES VISITOR AMENITIES, INCLUDING FOOD AND RETAIL CONCESSIONS, AND SITE RENTALS. IN ACCORDANCE WITH THE CONCESSION AGREEMENT BETWEEN GLAZA AND THE ZOO, GLAZA TRANSFERS A PORTION OF CONCESSIONS COMMISSIONS TO THE ZOO. PUBLICATIONS AND WEBSITE MANAGEMENT: THE PUBLICATIONS DIVISION MANAGES THE ZOO'S WEBSITE AND CREATES AND DISTRIBUTES THE FOLLOWING PUBLICATIONS: - ZOO VIEW, THE AWARD-WINNING MAGAZINE FOR GLAZA MEMBERS, WHICH IS PUBLISHED QUARTERLY. - ZOOSCAPE, THE AWARD-WINNING NEWSLETTER, WHICH IS PUBLISHED 6 TIMES PER YEAR AND WHICH FEATURES MONTHLY ZOO EVENTS AND NEWS. - GNUS, THE BIWEEKLY NEWSLETTER FOR ZOO STAFF AND VOLUNTEERS. VOLUNTEER AND DOCENT PROGRAMS: 521 GLAZA VOLUNTEERS PERFORMED NEARLY 51,595 HOURS OF SERVICE HELPING WITH 98 ASSIGNMENTS ON AND OFF SITE, AS WELL AS VIRTUALLY. VOLUNTEERS PLAY A VITAL ROLE IN FULFILLING THE ZOO'S MISSION OF "SAVING WILDLIFE, ENRICHING OUR COMMUNITIES, AND CREATING CONNECTIONS TO NATURE." TRAINING AND ONBOARDING: - 88 NEW DOCENTS, DOCENT SPECIALISTS, AND GENERAL VOLUNTEERS WERE ONBOARDED IN THE YEAR ENDED JUNE 30, 2023. DAILY PUBLIC FACING ASSIGNMENTS: - ONGROUNDS: 250 VOLUNTEERS SERVED AS PUBLIC FACING AMBASSADOR TO HELP WITH INTERPRETATION AND GUEST SUPPORT AT HABITATS, OTHER ZOO SECTIONS, AND AT MURIEL'S RANCH; GIVING OVER 15,052 HOURS AND 299,199 GUEST INTERACTIONS. RESEARCH: - 73 VOLUNTEERS GAVE 1,096 HOURS OBSERVING ANIMAL BEHAVIORS TO SUPPORT ANIMAL CARE. BEHIND THE SCENES: - FOOD PREPARATION: 59 VOLUNTEERS, GAVE 8,904 HOURS WITH 16 ASSIGNMENTS HELPING PREPARE ANIMAL DIETS. - ENRICHMENT: 22 VOLUNTEERS GAVE 1,391 HOURS HELPING ANIMAL CARE CREATE AND PREPARE ENRICHMENT ITEMS AND MAINTAIN THE ENRICHMENT GARDEN. VIRTUAL AND ADMINISTRATIVE ASSIGNMENTS: - VIRTUAL FIELD TRIPS: 23 VOLUNTEERS GAVE 668 HOURS, VISITING 190 CLASSES AND 4,507, TEACHERS, AND FAMILY MEMBERS. - ANIMAL INFORMATION: 6 DOCENTS GAVE 597 HOURS MAINTAINING THE NOTEBOOK AND FACT SHEETS FOR REFERENCE FOR ALL ZOO PERSONNEL AND DOCENT/VOLUNTEER TRAININGS. - DOCENT AND VOLUNTEER TRAINING: 69 DOCENTS GAVE 4,089 HOURS ONBOARDING, TRAINING, AND MENTORING NEW DOCENT SPECIALISTS AND GENERAL VOLUNTEERS. PERIODIC ASSIGNMENTS: - EVENTS: 191 VOLUNTEERS GAVE 3,143 HOURS HELPING PREPARE AND SERVE AS AMBASSADORS AT EVENTS. - CORPORATE AND COMMUNITY GROUP VOLUNTEER DAYS: 4 CORPORATIONS AND 1 COMMUNITY GROUP GAVE 355 COLLECTIVE HOURS SUPPORTING ANIMAL CARE THROUGH ENRICHMENT PROJECTS. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: DIRECT SUPPORT OF THE ZOO INCLUDING TRANSFERS FOR CAPITAL IMPROVEMENTS, ZOO OPERATIONS, SPECIAL PROJECTS, CONSERVATION AND EDUCATION PROGRAMS. DURING THE YEAR ENDING JUNE 30, 2023, GLAZA SUPPORTED THE ZOO IN A BREADTH OF PROJECTS AND PROGRAMS INCLUDING CONSERVATION GRANTS FOR GORILLA REHABILITATION, ASIAN ELEPHANTS, AFRICAN GREY PARROTS, ANTI-POACHING PROGRAMS, AND AFRICAN PAINTED DOGS. 17 GRANTS WERE FUNDED IN THE FISCAL YEAR ENDING JUNE 30, 2023. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: MARKETING, STRATEGIC BRANDING, AND PUBLIC RELATIONS, AS WELL AS SPECIAL EVENTS, COMMUNITY EVENTS AND TRAVEL PROGRAMS. ON JULY 1, 2013, GLAZA ASSUMED RESPONSIBILITY FOR MARKETING, STRATEGIC BRANDING, AND PUBLIC RELATIONS FOR THE ZOO. GLAZA'S AIM IS TO RAISE ATTENDANCE BY MAKING A STRATEGIC LONGTERM INVESTMENT IN MARKETING AND ADVERTISING THAT WILL INCREASE THE ZOO'S VISIBILITY WITH LOCAL RESIDENTS AND TOURISTS. GLAZA ALSO PRODUCES AND PROMOTES SPECIAL EVENTS AND PROGRAMS DESIGNED TO ENHANCE ZOOGOERS' ENJOYMENT, ATTRACT NEW VISITORS, RAISE MONEY FOR ZOO PROGRAMS, AND PROVIDE OPPORTUNITIES FOR EDUCATION AND ENTERTAINMENT. ACTIVITIES DURING THE YEAR ENDED JUNE 30, 2023 INCLUDED: - L.A. ZOOM TO YOU VIRTUAL PROGRAMMING CAMPAIGN, AIMED AT KEEPING PEOPLE ENGAGED WITH THE ZOO AND ITS MISSION. CONTENT INCLUDED BEHIND-THE-SCENES VIDEOS, KEEPER TALKS, ACTIVITY GUIDES, CRAFTS, AND MORE. - ZOO FRIDAY NIGHTS, A FAMILY-THEMED AFTER-HOURS EVENT HELD EVERY FRIDAY IN JULY 2022, WHICH FEATURED SELECTED ANIMALS ON EXHIBIT AND FAMILY-FRIENDLY ENTERTAINMENT. - BREW AT THE L.A. ZOO, AN ADULTS-ONLY EVENT FEATURING LOCAL CRAFT AND MICROBREWERIES, SELECT ANIMAL VIEWINGS, LIVE MUSIC, DANCING, AND FOOD TRUCKS, HELD IN AUGUST 2022. - MEMBER APPRECIATION MONTH IN AUGUST, TO CELEBRATE AND HONOR THOSE WHO CONTINUED TO SUPPORT GLAZA. - BOO AT THE L.A. ZOO, FROM OCTOBER 1-31, CELEBRATING THE SPIRIT OF HALLOWEEN WITH ENTERTAINMENT AND SPECIAL ANIMAL ENRICHMENT EXPERIENCES, WITH TRICK OR TREATING ON SELECT WEEKENDS. - L.A. ZOO LIGHTS, REIMAGINED EVENING EVENT WITH ALL-NEW ANIMAL LIGHT DISPLAYS, PLUS SPECIAL NIGHTS FOR NEW YEAR'S EVE AND LUNAR NEW YEAR FESTIVITIES IN JANUARY. HELD MOST NIGHTS BETWEEN NOVEMBER 17, 2022 TO JANUARY 22, 2023. -WILD FOR THE PLANET, SPECIAL ACTIVITIES PROMOTING SUSTAINABLE LIFESTYLE PRACTICES, SPECIAL KEEPER TALKS, AND ENTERTAINMENT, EVERY WEEKEND IN APRIL 2023. - SUSTAINABLE WINE + DINNER SERIES, EXPLORING SUSTAINABLE PRACTICES IN THE WINE INDUSTRY AND THE CONNECTION TO WILDLIFE. - ROARING NIGHTS, THE ZOO'S SUMMER CONCERT SERIES, RETURNED FOR ONE NIGHT IN JUNE 2023 FEATURING LIVE MUSIC AND FOOD TRUCKS. - STAFFING FOR A FULL PROGRAM OF SPECIAL EVENTS FOR MEMBERS AND VISITORS, AND STAFF SUPPORT FOR MARKETING AND COMMUNITY EVENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY GLAZA'S STAFF, REVIEWED BY GLAZA'S INDEPENDENT ACCOUNTING FIRM, AND PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW. AFTER THE AUDIT COMMITTEE REVIEW, THE COMMITTEE PRESENTS THE FORM 990 TO THE FULL BOARD OF TRUSTEES WITH A RECOMMENDATION FOR ACCEPTANCE. THE FORM 990 IS THEN REVIEWED AND ACCEPTED BY THE BOARD OF TRUSTEES, PRIOR TO ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C GLAZA REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY ANNUALLY DISTRIBUTING A WRITTEN CONFLICT OF INTEREST POLICY, AS WELL AS A LIST OF BUSINESSES WITH WHICH GLAZA HAD SIGNIFICANT RELATIONSHIPS DURING THE PRIOR YEAR, AND A CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT MUST BE COMPLETED. CONFLICTS OF INTEREST DISCLOSURE IS REQUIRED FROM THE ENTIRE GOVERNING BODY AND SENIOR STAFF WHO CAN INFLUENCE THE ACTIONS OF GLAZA, MAKE COMMITMENTS ON GLAZA'S BEHALF, AND/OR HAVE ACCESS TO CONFIDENTIAL INFORMATION CONCERNING GLAZA AND ITS CONSTITUENCIES. FORM 990, PART VI, SECTION B, LINE 15 IN COMPLIANCE WITH THE INTERNAL REVENUE CODE (IRC SEC. 4958) AND THE CALIFORNIA NONPROFIT INTEGRITY ACT (S.B. 1262), GLAZA'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE TOTAL COMPENSATION FOR THE PRESIDENT AND ANY BONUS COMPENSATION FOR THE CHIEF FINANCIAL OFFICER. THE EXECUTIVE COMMITTEE REVIEWS COMPARABILITY DATA, COMPENSATION HISTORY, AND THE PERFORMANCE EVALUATION FOR THE PRESIDENT AND DOCUMENTS ITS WORK. THE COMMITTEE DELIBERATES AND PRESENTS ITS RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 GLAZA'S ANNUAL INFORMATION RETURN CAN BE FOUND ON ITS OWN WEBSITE AND THIRD PARTY WEBSITES SUCH AS CHARITY NAVIGATOR AND GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 GLAZA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL AUDITED FINANCIAL STATEMENTS, AND ANNUAL INFORMATION RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST.