2024-11-14T12:42:01-06:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 410944885 ARROWHEAD ZOOLOGICAL SOCIETY ARRO 2187304500 7210 FREMONT STREET DULUTH MN 55807 JIM LEWIS PRESIDENT 2187304500 2024-11-14 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-11-09 2023 2024-10-15 13:58:12Z LAKE SUPERIOR ZOOLOGICAL SOCIETY JIM LEWIS 7210 FREMONT STREET DULUTH MN 55807 3002407 0 X WWW.LSZOODULUTH.ORG X 1959 MN TO PROVIDE CLOSE-UP ANIMAL EXPERIENCES THAT INSPIRE CONNECTIONS TO WILDLIFE AND ACTION TOWARD CONSERVATION IN OUR REGION AND AROUND THE WORLD. 11 11 93 169 36122 9965 393191 521796 2010396 2038478 1451 21086 203463 294878 2608501 2876238 0 0 0 0 1507802 1561126 0 0 93657 1196532 1015030 2704334 2576156 -95833 300082 1493495 1749585 464037 434235 1029458 1315350 X TO PROVIDE CLOSE-UP ANIMAL EXPERIENCES THAT INSPIRE CONNECTIONS TO WILDLIFE AND ACTION TOWARD CONSERVATION IN OUR REGION AND AROUND THE WORLD. 0 0 1861918 0 1794131 ZOO SERVICES:FOLLOWING ITS MISSION, THE ZOO CONTINUES TO PROVIDE OUR GUESTS WITH CLOSE-UP ANIMAL EXPERIENCES THAT INSPIRE CONNECTIONS TO WILDLIFE AND ACTION TOWARD CONSERVATION IN OUR REGION AND AROUND THE WORLD. ONE OF THE WAYS WE DO THAT IS BY PROVIDING NEW ENGAGING AND EDUCATIONAL ANIMAL EXHIBITS THROUGHOUT THE ZOO. IN 2023 THE ZOO OPENED EIGHT NEW EXHIBITS INCLUDING BUILDING THE FIRST NEWLY CONSTRUCTED HABITAT FEATURING A RED PANDA. IN ADDITION TO NEW EXHIBITS, THE ZOO RENOVATED FOUR ANIMAL HABITATS: COTTON-TOP TAMARINS, CALLIMICO MONKEYS, BRAZILIAN RAINBOW BOA, AND BLUE-TONGUED SKINK. TO ENHANCE THE GUEST EXPERIENCE AND BRING VISITORS EVEN CLOSER TO OUR ANIMALS, WE BEGAN OFFER DAY-OF FEEDING OPTIONS WITH ANIMALS LIKE OUR BROWN BEARS AND RIVER OTTERS, AS WELL AS REVAMPED OUR BEHIND-THE-SCENES TOUR OFFERINGS. 169346 0 262038 EDUCATION:EDUCATIONAL PROGRAMMING IS ONE OF THE MOST EFFECTIVE WAYS OUR ZOO FULFILLS ITS MISSION AND FOSTERS ENVIRONMENTAL CONSERVATION. WE GIVE PARTICIPANTS CLOSE-UP EXPERIENCES WITH ANIMALS TO HELP THEM FEEL EMPATHY, RESPECT, AND CONCERN FOR THAT ANIMAL AND OTHERS LIKE IT. EMOTIONAL ENGAGEMENT COMBINED WITH CONSERVATION MESSAGES HELP INSPIRE OUR AUDIENCES TO IMPROVE THE WORLD FOR ANIMALS AND THEIR NATURAL HABITATS. IN 2023, 5,825 PEOPLE PARTICIPATED IN 240 EDUCATION PROGRAMS. 151531 0 219695 MEMBER SERVICES:PROVIDING PERSONALIZED SERVICES TO OUR MEMBERS AND CREATING AWARENESS AMONG THE GENERAL PUBLIC REGARDING OUR MEMBER SERVICES, WHICH INCLUDE UNLIMITED GENERAL ADMISSION, DISCOUNTS ON CAFE AND GIFT SHOP PURCHASES, AS WELL AS GENEROUS DISCOUNTS ON CAMPS AND PARTY RENTALS. WE PARTICIPATE IN THE AZA RECIPROCAL PROGRAM AND THE ASTC PASSPORT PROGRAM ALLOWING OUR MEMBERS TO ENJOY FREE OR DISCOUNTED ADMISSIONS TO OVER 500 ZOOS, AQUARIUMS, MUSEUMS, AND SCIENCE CENTERS. MEMBERS RECEIVE EXCLUSIVE UPDATES ON ZOO EVENTS THROUGHOUT THE YEAR, AND SPECIAL "MEMBERS ONLY" EVENTS ARE HOSTED IN APPRECIATION FOR THEIR SUPPORT. PRESCHOOL:OUR NATURE-BASED PRESCHOOL SERVES CHILDREN AGES 33 MONTHS-5 YEARS OLD. WE PROVIDED FULL-TIME CARE (M-F FROM 8:00 A.M.-5:00 P.M.) TO 22 CHILDREN AND PART-TIME CARE TO 16 CHILDREN OVER THE COURSE OF 2023. AS A NATURE-BASED PRESCHOOL, LSZS BRINGS TOGETHER THE TENANTS OF HIGH-QUALITY EARLY CHILDHOOD EDUCATION AND ENVIRONMENTAL EDUCATION, WITH A FOCUS ON CONNECTING YOUNG CHILDREN TO ANIMALS AND NATURE FOR THE BENEFIT OF BOTH THE CHILD AND THE NATURAL WORLD. THE PRESCHOOL FOLLOWS AN EMERGENT, PLAY-BASED CURRICULUM WITH OPPORTUNITIES FOR PROJECT-BASED LEARNING ROOTED IN THE CHILDREN'S INTERESTS AND DEVELOPMENTAL NEEDS. DAILY WALKING FIELD TRIPS IN THE ZOO OFFER THE CHILDREN RICH EXPERIENCES WITH ANIMALS, NATURE PLAY, AND THE ZOO COMMUNITY. SCHOLARSHIPS ARE AVAILABLE FOR FAMILIES WITH FINANCIAL NEED. 2182795 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 93 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X HEIDI BEAL 2187304500 7210 FREMONT STREET DULUTH MN 55807 JOEY ENGSETH PRESIDENT 4.00 X X 0 0 0 SUSAN WALDIE VICE PRESIDENT 1.00 X X 0 0 0 JAMES LEWIS TREASURER 1.00 X X 0 0 0 KALA PEDERSEN SECRETARY 1.00 X X 0 0 0 NICKI BRITTON BOARD MEMBER (THRU MARCH 23') 1.00 X 0 0 0 DODIE BROWN BOARD MEMBER 1.00 X 0 0 0 NOAH HOBBS BOARD MEMBER 1.00 X 0 0 0 MAYA MATTKE BOARD MEMBER (THRU MAY 23') 1.00 X 0 0 0 BAILEY OLSON BOARD MEMBER 1.00 X 0 0 0 MICHELLE PENSON BOARD MEMBER 1.00 X 0 0 0 KATHLEEN PRIVETTE BOARD MEMBER 1.00 X 0 0 0 MIKE POLZIN BOARD MEMBER 1.00 X 0 0 0 LAURALEE RAUKAR BOARD MEMBER (THRU AUG. 23') 1.00 X 0 0 0 BRITTA SCHIELKE BOARD MEMBER (THRU DEC. 23') 1.00 X 0 0 0 JACOB ZIKMUND BOARD MEMBER 1.00 X 0 0 0 HALEY HEDSTROM CEO 40.00 X 101457 0 3743 101457 0 3743 1 0 0 0 0 14319 22330 485147 26575 521796 ADMISSIONS 713990 824245 824245 CITY CONTRACT SUBSIDY 713990 732500 732500 EDUCATION INCOME 713990 262038 262038 MEMBERSHIPS 713990 219695 219695 2038478 1424 1424 20245 583 19662 19662 19662 41983 14319 20613 21370 21370 289904 104973 184931 148809 36122 TRAIN RIDE INCOME 713990 37634 37634 50943 50943 88577 2876238 2275864 36122 42456 105200 52600 31560 21040 1268072 1175936 57296 34840 23032 20499 1612 921 60371 55190 3365 1816 104451 92961 7312 4178 17642 17642 142396 85029 57367 48186 48186 49976 48375 1247 354 176350 156952 12344 7054 30695 30695 6855 6855 106595 63957 21319 21319 53366 47495 3736 2135 ANIMAL EXPENSES 150765 150765 SUPPLIES 87855 87855 REPAIRS AND MAINTENANCE 55289 55289 ANIMAL MEDICAL SUPPLIES 34128 34128 54932 7578 47354 2576156 2182795 299704 93657 270533 302254 0 4896 230310 207263 14106 13052 7796 19156 1645476 498387 908490 1147089 34384 32508 27876 23367 1493495 1749585 114086 111506 116113 115137 204143 191068 29695 16524 464037 434235 X 848536 1122243 180922 193107 1029458 1315350 1493495 1749585 300082 -1856 -12334 0 X 0 1 X 1 0 X 231280 329433 905663 393191 521796 2381363 1404399 1189883 1856808 2010396 2038478 8499964 166037 95594 261807 208745 253782 985965 1801716 1614910 3024278 2612332 2814056 11867292 5442 5442 0 5442 5442 11861850 1291 1322 4413 1451 1424 9901 48798 33346 39910 6399 31928 160381 50089 34668 44323 7850 33352 170282 90906 1753 44384 53004 88577 278624 1942711 1651331 3112985 2673186 2935985 12316198 0.96310 0.97420 0.01380 0.00600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 957707 222357 735350 489556 276030 213526 198213 198213 1147089 FINANCE LEASE LIABILITY 16524 16524 X 2890674 -1856 16292 14436 2876238 0 2876238 2592448 16292 16292 2576156 0 2576156 PART X, LINE 2: THE SOCIETY ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SOCIETY RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. BOO AT THE ZOO 9750 6800 2950 900 4929 ZOO LA PALOOZA 15413 3747 11666 300 3738 6 31139 3772 27367 760 9986 56302 14319 41983 1960 18653 20613 21370 X 2 12863 FMV X MATERIALS AND SUPPLIES 6 13712 COST 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS COMPRISED OF MEMBERS WHO RECEIVE CERTAIN BENEFITS IN RETURN FOR PAYMENT OF ANNUAL DUES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY A MAJORITY MEMBERSHIP VOTE AT THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION DISTRIBUTED THE 990 ELECTRONICALLY TO THE BOARD OF DIRECTORS WITH AN OPPORTUNITY TO REVIEW AND PROVIDE APPROVAL PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EVERY EMPLOYEE AND BOARD MEMBER MUST READ AND SIGN OUR CONFLICT OF INTEREST POLICY ANNUALLY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE MAY LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE MAY LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS, DETERMINES AND APPROVES THE CEO AND OTHER KEY LEADERSHIP POSITIONS. 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.