2024-11-12T13:28:00-06:00 2023-12-31 135565207 KPMG LLP 1212 NORTH 96TH STREET SUITE 300 OMAHA NE 68114 990 2023-01-01 470469782 OMAHA ZOOLOGICAL SOCIETY OMAH 4027338401 3701 SOUTH 10TH STREET OMAHA NE 68107 JEREMY EDDIE CFO 4027338401 2024-11-12 1 0 HOLLY MOEN P01800653 4023481450 2024-11-07 2023 2024-10-15 13:58:12Z JEREMY EDDIE 3701 SOUTH 10TH STREET OMAHA NE 68107 79189294 0 X WWW.OMAHAZOO.COM X 1964 NE TO INSPIRE, EDUCATE, AND ENGAGE PEOPLE TO SERVE AS LIFE-LONG STEWARDS FOR ANIMALS, THEIR HABITATS, AND THEIR CONSERVATION. 7 7 1282 1253 2376232 868405 36713803 29998783 23202931 26057549 208391 1202050 12139362 13562595 72264487 70820977 3295251 2375062 0 0 27049186 30420208 0 0 799112 38042508 39966356 68386945 72761626 3877542 -1940649 338005963 338019191 25954628 27908505 312051335 310110686 X THE OMAHA ZOOLOGICAL SOCIETY'S MISSION IS TO INSPIRE, EDUCATE, AND ENGAGE PEOPLE TO SERVE AS LIFE-LONG STEWARDS FOR ANIMALS, THEIR HABITATS, AND THEIR CONSERVATION. 0 0 63191396 2375062 23849906 OMAHA ZOOLOGICAL SOCIETY OPERATES AND MAINTAINS OMAHA'S HENRY DOORLY ZOO AND AQUARIUM. THE ZOO SITS ON 160 ACRES AND HOUSES APPROXIMATELY 990 ANIMAL SPECIES INCLUDING MAMMALS, BIRDS, REPTILES, AMPHIBIANS, FISH, AND INVERTEBRATES. IT BOASTS NATURAL, IMMERSIVE EXHIBIT SPACES, INCLUDING ASIAN HIGHLANDS, ADVENTURE TRAILS, AFRICAN GRASSLAND, AN AQUARIUM, THE WORLD'S LARGEST INDOOR DESERT COVERED BY A TRANSPARENT GLAZED GEODESIC DOME, AMERICA'S LARGEST INDOOR RAINFOREST, THE WORLD'S LARGEST NOCTURNAL EXHIBIT, AND GORILLA AND ORANGUTAN HABITATS. DURING 2023, 81,676 MEMBERSHIPS WERE SOLD, AND 1,529,520 PEOPLE VISITED THE PARK. 3022191 262806 OMAHA'S HENRY DOORLY ZOO AND AQUARIUM'S CENTER FOR CONSERVATION AND RESEARCH CONDUCTS VALUABLE CONSERVATION SCIENCE RESEARCH IN THE AREAS OF VETERINARY MEDICINE, REPRODUCTIVE SCIENCES, GENETICS, NUTRITION, AND BEHAVIORAL HUSBANDRY AND WELFARE. THE SCIENTIFIC TEAMS CONDUCTING RESEARCH IN 2023 INCLUDED FIVE VETERINARIANS, EIGHT PH.D. SCIENTISTS AND POST-DOCS, THREE MASTER'S LEVEL RESEARCHERS AND EIGHT ADDITIONAL TECHNICAL STAFF. THESE TEAMS WERE ACTIVELY PARTICIPATING IN MULTIPLE RESEARCH PROJECTS THAT LED TO THE PUBLICATION OF MANUSCRIPTS IN PEER-REVIEWED JOURNALS. IN ADDITION, OUR RESEARCHERS PRESENTED AT INTERNATIONAL CONFERENCES AND SCIENTIFIC MEETINGS, AND GAVE INVITED TALKS AND LECTURES AT UNIVERSITIES, SCIENTIFIC CONFERENCES, AND INDUSTRY MEETINGS. OMAHA'S HENRY DOORLY ZOO AND AQUARIUM SUPPORTED 35 IN-SITU CONSERVATION PROJECTS FOCUSING ON NORTH AMERICA, SOUTH AMERICA, ASIA, MADAGASCAR, MAINLAND AFRICA, AND THE OCEANS. SUPPORT NOT ONLY INCLUDED FINANCIAL CONTRIBUTIONS TO THE PROJECTS BUT STAFF EXPERTISE AND TIME WITH DIRECT PARTICIPATION AND LEADERSHIP IN CONSERVATION EFFORTS FOR THE RESCUE, PROPAGATION AND RESTORATION OF CORAL REEFS THROUGH SECORE, BREEDING AND RELEASE OF SALT CREEK TIGER BEETLES IN NEBRASKA, BREEDING AND RELEASE OF AMPHIBIANS IN NORTH AMERICA AND PUERTO RICO, AND HABITAT REFORESTATION EFFORTS AND COMMUNITY EDUCATION IN MADAGASCAR. STAFF ALSO PROVIDE EXTENSIVE LEADERSHIP AND EXPERTISE IN MORE THAN 59 KEY SERVICES ROLES ON SUSTAINABILITY PROGRAMS THROUGH THE ASSOCIATION OF ZOOS AND AQUARIUMS AS ADVISORS, SPECIES SURVIVAL PLAN PROGRAM LEADERS, STUDBOOK KEEPERS, COMMITTEE MEMBERS, PROJECT COORDINATORS, INSTRUCTORS, AND TAXON ADVISORY GROUP CHAIRS, AND STEERING COMMITTEE MEMBERS. 2091832 1944837 OMAHA ZOOLOGICAL SOCIETY'S EDUCATIONAL INITIATIVES ARE LOCAL, NATIONAL, AND INTERNATIONALLY FOCUSED. MORE THAN 1,750 EDUCATIONAL PROGRAMS WERE CONDUCTED IN 2023. THIS PROGRAMMING, WHICH INCLUDED DAY CAMPS, CLASSES, DISTANCE LEARNING CLASSES, CAMPOUTS, AND ON-GROUNDS PROGRAMMING REACHED 78,869 INDIVIDUALS. THE ZOO ALSO HAS CONSERVATION-ORIENTED EDUCATION PROGRAMS IN VETERINARY MEDICINE, REPRODUCTIVE PHYSIOLOGY, MOLECULAR GENETICS, NUTRITION, AND ANIMAL MANAGEMENT AND HUSBANDRY IN THE GREWCOCK CENTER FOR CONSERVATION AND RESEARCH. IN 2023, PROFESSIONAL TRAINING AND CAREER SHADOWING WAS PROVIDED AT THE ZOO TO 13 UNDERGRADUATE, GRADUATE, AND PROFESSIONAL STUDENTS. IN ADDITION, THE ZOO'S PROFESSIONAL STAFF PARTICIPATES IN A RANGE OF OFFSITE EDUCATION PROGRAMS WHICH COVER A BROAD SPECTRUM FROM LECTURES AT UNIVERSITIES TO LONGER DURATION PROFESSIONAL TRAINING PROGRAMS IN SPECIFIC SCIENTIFIC OR CONSERVATION TECHNIQUES, AS WELL AS SUPPORTING PRIMARY AND SECONDARY SCHOOL CONSERVATION EDUCATION PROGRAMS. 68305419 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 46 0 1 1282 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JEREMY EDDIE 4027338401 3701 SOUTH 10TH STREET OMAHA NE 68107 MOGENS BAY CHAIRMAN 1.00 1.00 X X 0 0 0 JANE MILLER SECRETARY 1.00 1.00 X X 0 0 0 DR ANNE HUBBARD DIRECTOR 1.00 0.00 X 0 0 0 LANCE M FRITZ DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL R MCCARTHY TREASURER 1.00 1.00 X 0 0 0 CALVIN SISSON VICE CHAIR 1.00 1.00 X 0 0 0 CARMEN TAPIO DIRECTOR 1.00 0.00 X 0 0 0 DENNIS E PATE EXECUTIVE DIRECTOR/CEO (THRU JAN 23) 40.00 0.00 X 864428 0 27281 LUIS PADILLA EXECUTIVE DIRECTOR/CEO 40.00 0.00 X 631893 0 20577 JEREMY C EDDIE CHIEF FINANCIAL OFFICER 40.00 0.00 X 225324 0 21621 DENNIS SCHNURBUSCH II CHIEF OPERATING OFFICER 40.00 0.00 X 217425 0 30696 TODD SCHOLZ VP OF CAPITAL PROJECTS 40.00 0.00 X 201598 0 30041 JASON HERRICK VP OF CONSERVATION 40.00 0.00 X 168948 0 13805 CRAIG JACOBS DIRECTOR OF HUMAN RESOURCE 40.00 0.00 X 165386 0 17552 DAN CASSIDY VP OF ANIMAL MANAGEMENT 40.00 0.00 X 140867 0 14818 EDWARD LOUIS DIRECTOR OF CONSERVATION GENETICS 40.00 0.00 X 136561 0 18401 TAYLOR YAW DIRECTOR OF ANIMAL HEALTH 40.00 0.00 X 141283 0 12123 2893713 0 206915 27 0 1 0 KIEWIT CONSTRUCTION COMPANY 17110 MARCY ST STE LL01 OMAHA NE 68118 CONSTRUCTION 6591338 EDGE THEMED ENVIRONMENTS LLC 12615 MUKILTEO SPEEDWAY LYNWOOD WA 980871533 CONSTRUCTION 3138288 JE DUNN CONSTRUCTION COMPANY 14606 BRANCH ST STE 300 OMAHA NE 68154 CONSTRUCTION 2791153 LOCKWOOD DEVELOPMENT 12910 PIERCE ST STE 110 OMAHA NE 68144 CONSTRUCTION 1972173 PROSPIANT INC 5513 VINE ST CINCINNATI OH 45217 CONSTRUCTION 968038 35 16822127 7897098 2868096 2411462 29998783 ADMISSIONS 712130 22047124 22047124 EDUCATION PROGRAMS 611600 1315738 1315738 SKYFARI 485000 868159 868159 TRAIN 485000 848615 848615 SPECIAL EXHIBIT 712130 393771 393771 584142 584142 26057549 1758867 1758867 2752667 3309484 -556817 -556817 -556817 17764962 5058833 12706129 1519766 11186363 CATERING/VENUE RENTAL 722320 856466 856466 856466 70820977 26057549 2376232 12388413 2375062 2375062 2270884 231639 1660195 379050 22702648 22147535 308423 246690 649478 589477 48831 11170 2934772 2659520 238460 36792 1862426 1644046 191783 26597 42562 42562 47600 47600 36200 36200 1214500 1214500 204318 115955 59195 29168 10917026 10299722 561979 55325 229900 229900 321000 321000 16569131 16569131 1872145 1797942 70033 4170 ANIMAL SUPPLIES/FORAGE 2039368 2039368 RESEARCH & EDUCATION 1903669 1903669 CREDIT CARD PROC. FEES 1004347 1004347 USE & UBI TAX 150000 150000 3414590 3012606 391834 10150 72761626 68305419 3657095 799112 38772799 2846126 27900429 133351 131059 36163 24641 804564 889418 285217 1047259 484051711 182761683 295012973 301290028 2960896 3890231 338005963 338019191 5036875 6368417 5831614 6495133 14972614 14984564 113525 60391 25954628 27908505 X 303984818 297574494 8066517 12536192 312051335 310110686 338005963 338019191 -1940649 0 X 0 1 X 1 0 X 44351457 66504876 52214743 36713803 29998783 229783662 44351457 66504876 52214743 36713803 29998783 229783662 5278659 224505003 474223 83305 3122 377247 1758867 2696764 400809 117517 786358 804765 1006373 3115822 470802 470802 236067050 99106166 0.95100 0.96020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 1 36200 36200 0 PART II-B, LINE 1: THE SOCIETY PAID A PROFESSIONAL FIRM TO LOBBY FOR SALES TAX EXEMPTION FOR ACCREDITED ZOOS. 2771748 418282 72321 3117709 3354987 -433542 149697 2771748 2974049 424993 44055 3354987 2703749 332639 62339 2974049 2293222 447663 37136 2703749 1.00000 0 1 1 445486619 169803298 275683321 20412590 12958385 7454205 18152502 18152502 301290028 DUE TO OMAHA ZOO FOUNDATION 60391 60391 X 95505948 24684971 24684971 70820977 0 70820977 78377276 5615650 5615650 72761626 0 72761626 PART V, LINE 4: THE FOUNDATION HOLDS ENDOWMENT FUNDS FOR SUPPORT OF THE PROGRAMS AND OPERATION OF THE SOCIETY. PART X, LINE 2: THE SOCIETY HAS BEEN RECOGNIZED AS A NOT-FOR-PROFIT CORPORATION BY THE INTERNAL REVENUE SERVICE AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE SOCIETY APPLIES THE PROVISIONS OF FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, INCLUDED IN ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL. FIN 48 PROVIDES SPECIFIC GUIDANCE ON HOW TO ADDRESS UNCERTAINTY IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES, PRESCRIBING RECOGNITION THRESHOLDS AND MEASUREMENT ATTRIBUTES. AT DECEMBER 31, 2023. THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: BENEFICIAL INTEREST IN NET ASSETS OF RELATED ORGANIZATION 19,069,321. COST OF GOODS SOLD 5,058,833. LOSS ON DISPOSAL OF ASSETS 556,817. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 5,058,833. LOSS ON DISPOSAL OF ASSET 556,817. SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SCIENTIFIC RESEARCH ACTIVITIES 359321 0 0 0 0 0 0 359321 0 359321 0 0 0 0 0 0 FORM 990, SCHEDULE F, PART I, LINE 2 ALL EXPENDITURES REPORTED ON PART I WERE PAID DIRECTLY BY OMAHA ZOOLOGICAL SOCIETY. 0 OMAHA ZOOLOGICAL FOUNDATION 3701 SOUTH 10TH STREET OMAHA NE 681072200 363297716 501(C)(3) 2375062 0 N/A N/A GENERAL SUPPORT 1 0 PART I, LINE 2: THE SOCIETY REQUIRES PERIODIC WRITTEN REPORTS ON THE EXPENDITURE OF SOCIETY GRANTED FUNDS. THE VICE PRESIDENT OF CONSERVATION AND ANIMAL HEALTH AND THE CONSERVATION COMMITTEE REVIEW THE REPORTS AND RESULTS OF THE SUPPORTED PROJECT IN ORDER TO EVALUATE THE EFFECTIVENESS OF THE GRANT. X X 0 0 0 0 0 0 0 0 0 DENNIS E PATE EXECUTIVE DIRECTOR/CEO (THRU JAN 23) 704342 0 160000 0 86 0 26250 0 1031 0 891709 0 0 0 LUIS PADILLA EXECUTIVE DIRECTOR/CEO 505875 0 125000 0 1018 0 6133 0 14444 0 652470 0 0 0 DENNIS SCHNURBUSCH II CHIEF OPERATING OFFICER 205631 0 10660 0 1134 0 8983 0 21713 0 248121 0 0 0 JEREMY C EDDIE CHIEF FINANCIAL OFFICER 213243 0 10920 0 1161 0 11502 0 10119 0 246945 0 0 0 TODD SCHOLZ VP OF CAPITAL PROJECTS 190728 0 9880 0 990 0 8328 0 21713 0 231639 0 0 0 CRAIG JACOBS DIRECTOR OF HUMAN RESOURCE 153158 0 7800 0 4428 0 8263 0 9289 0 182938 0 0 0 JASON HERRICK VP OF CONSERVATION 159890 0 8068 0 990 0 6805 0 7000 0 182753 0 0 0 DAN CASSIDY VP OF ANIMAL MANAGEMENT 131457 0 6500 0 2910 0 6992 0 7826 0 155685 0 0 0 EDWARD LOUIS DIRECTOR OF CONSERVATION GENETICS 128127 0 6611 0 1823 0 6973 0 11428 0 154962 0 0 0 TAYLOR YAW DIRECTOR OF ANIMAL HEALTH 134165 0 7000 0 118 0 695 0 11428 0 153406 0 0 0 A THE COUNTY OF DOUGLAS NEBRASKA 476006455 2015-04-13 14900000 CAPITAL CONSTR/'05 BOND REFUNDING 0 0 0 A 14940000 59500 5558041 9322459 2016 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS: MICHAEL MCCARTHY AND LANCE FRITZ FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE RETURN IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE POLICY IS REVIEWED AND ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE EXECUTIVE DIRECTOR MEETS WITH THE CHAIRMAN AND VICE CHAIRMAN OF THE BOARD OF DIRECTORS FOR A PERFORMANCE AND COMPENSATION REVIEW. COMPARABILITY DATA FROM AN INDUSTRY COMPENSATION REPORT, AS WELL AS A COMPENSATION STUDY COMPLETED BY AN OUTSIDE CONSULTANT, ARE DISCUSSED AND REVIEWED. THE PROCESS AND ANY RESULTING COMPENSATION ADJUSTMENTS ARE DOCUMENTED IN A LETTER FROM THE CHAIRMAN TO THE HUMAN RESOURCES DEPARTMENT OF OMAHA ZOOLOGICAL SOCIETY. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. OMAHA ZOO FOUNDATION 3701 SOUTH 10TH STREET OMAHA NE 68107 363297716 FUNDRAISING NE 501(C)(3) LINE 7 OZS 1 0 1 1 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 OMAHA ZOO FOUNDATION C 7516488 CASH OMAHA ZOO FOUNDATION B 2375062 CASH OMAHA ZOO FOUNDATION I 2639545 CASH OMAHA ZOO FOUNDATION Q 25000 CASH