2025-10-24T18:32:36-05:00 2024-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2024-01-01 730930870 TULSA ZOO MANAGEMENT INC TULS 9186696600 6421 EAST 36TH STREET NORTH TULSA OK 74115 LINDSAY HUTCHISON PRESIDENT AND CEO 9186696600 2025-10-23 1 0 ASHLEY M FOGLE P01258800 4058482020 2025-10-23 2024 2025-03-06 01:10:19Z LINDSAY HUTCHISON 6421 EAST 36TH STREET NORTH TULSA OK 74115 44021895 0 X WWW.TULSAZOO.COM X 1971 OK CONNECTING, CARING, ADVOCATING FOR WILDLIFE, PEOPLE, AND WILD PLACES. 21 21 245 749 0 0 9574235 6345334 12571873 14277281 877889 467277 1516837 1742200 24540834 22832092 6268526 1510123 0 0 8403890 9385661 0 0 336216 7024918 7483303 21697334 18379087 2843500 4453005 37407572 38504766 5167311 842194 32240261 37662572 X CONNECTING, CARING, ADVOCATING FOR WILDLIFE, PEOPLE, AND WILD PLACES. 0 0 15814861 1510123 14727678 TULSA ZOO MANAGEMENT, INC., FOMERLY TULSA ZOO FRIENDS, INC., WAS FORMED FOR THE PURPOSES OF PROMOTING AND SUPPORTING THE IMPROVEMENT OF TULSA ZOO WHICH EXHIBITS OVER 3,500 ANIMALS. THE ZOO GROUNDS AND PHYSICAL STRUCTURES ARE OWNED BY THE CITY OF TULSA, BUT TULSA ZOO MANAGEMENT HAS AN AGREEMENT WITH THE CITY OF TULSA TO RUN ALL OPERATIONS AT THE ZOO. THESE OPERATIONS INCLUDE COLLECTING ADMISSIONS, OPERATING VARIOUS CONCESSIONS, OPERATING SPECIAL EVENTS, OPERATING ALL ANIMAL DEPARTMENTS, MAINTAINING BUILDING AND GROUND MAINTENANCE OF THE ZOO, PROVIDING SECURITY FOR THE ZOO, PROMOTING THE ZOO AND MAINTAINING A ZOO MEMBERSHIP PROGRAM. TULSA ZOO MANAGEMENT IS ALSO RESPONSIBLE FOR DIRECTING ALL FUNDRAISING FOR CAPITAL IMPROVEMENTS AND FUTURE EXHIBITS AT THE TULSA ZOO. TZMI EDUCATION ENGAGED 245,717 VISITORS AND PROGRAM PARTICIPANTS THROUGH ITS EDUCATION INITIATIVES, INCLUDING CAMPS, CLASSES, OUTREACH PROGRAMS, NATURE EXCHANGE, ANIMAL ENCOUNTERS, AND EDUCATOR CHATS. TZMI EDUCATION, WITH SUPPORT FROM THE OPPORTUNITY PROJECT AND QUIKTRIP, PROVIDED HIGH IMPACT EDUCATION PROGRAMMING TO YOUTH IN THE CITY OF TULSA. FUNDING AWARDED TO TZMI THROUGH THE OPPORTUNITY PROJECT'S EXPANDED LEARNING INITIATIVE AND QUIKTRIP SPONSORSHIP FUNDING SUPPORTED OUTREACH PROGRAMS FOR 6,330 TULSA PUBLIC SCHOOLS YOUTH THROUGH OST (OUT-OF-SCHOOL-TIME) EXPANDED LEARNING AFTERSCHOOL AND SUMMER PROGRAMS. IN TOTAL, 492 OUTREACH PROGRAMS ENGAGED 11,018 PARTICIPANTS IN 2024. 15814861 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 56 0 1 245 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X THE ORGANIZATION 9186696600 6421 EAST 36TH STREET NORTH TULSA OK 74115 SCOTT VANDERGRIFF CHAIR 0.50 X 0 0 0 MEGHAN JOINER VICE CHAIR 0.50 X 0 0 0 MIKE MIERS TREASURER 0.50 X 0 0 0 JOEL-LYN MCCORMICK SECRETARY 0.50 X 0 0 0 JEFF JAMES BOARD MEMBER 0.50 X 0 0 0 BRAD MUELLER BOARD MEMBER 0.50 X 0 0 0 STUART LAMB BOARD MEMBER 0.50 X 0 0 0 SUZANNE KNEALE BOARD MEMBER 0.50 X 0 0 0 JAMIE WHEELER BOARD MEMBER 0.50 X 0 0 0 BETTY PIRNAT BOARD MEMBER 0.50 X 0 0 0 LISA DAY BOARD MEMBER 0.50 X 0 0 0 BARB STANLEY BOARD MEMBER 0.50 X 0 0 0 RANDY BENSON BOARD MEMBER 0.50 X 0 0 0 KEVIN BOYD BOARD MEMBER 0.50 X 0 0 0 MONTY BUTTS BOARD MEMBER 0.50 X 0 0 0 JORDAN HELMERICH BOARD MEMBER 0.50 X 0 0 0 MICHAEL JUNK BOARD MEMBER 0.50 X 0 0 0 KENNETH KLEIN BOARD MEMBER 0.50 X 0 0 0 JIM LOSTROSCIO BOARD MEMBER 0.50 X 0 0 0 LINDSAY MORRIS BOARD MEMBER 0.50 X 0 0 0 MENDEE PERRY BOARD MEMBER 0.50 X 0 0 0 KRIS JACKSON BOARD APPOINTEE 0.50 X 0 0 0 LINDSAY HUTCHISON PRESIDENT AND CEO 40.00 X 158119 0 4914 JOE BARKOWSKI VP OF ANIMAL CONSERVATION & SCIENCE 40.00 X 125868 0 9539 MEGAN MEUSSNER VP OF PHILANTHROPY 40.00 X 102528 0 6498 ELLEN AVERILL VP OF COMMUNICATIONS & STRATEGY 40.00 X 103054 0 9358 PATRICK WEISZ VP OF GUEST EXPERIENCE 40.00 X 92340 0 17089 DON HAMMONS VP OF FINANCE AND ADMINISTRATION 40.00 X 107174 0 4115 689083 0 51513 7 0 1 0 SERVICE SYSTEMS ASSOCIATES INC 4699 MARION STREET DENVER CO 80216 CONCESSIONAIRE 847570 OKLAHOMA CHILLER 8813 STATE HIGHWAY 66 TULSA OK 74131 HVAC SERVICES 637382 N2 ADVERTISING 6910 S YORKTOWN AVENUE SUITE 7027 TULSA OK 74170 ADVERTISING SERVICES 381788 INSURICA PO BOX 675004 DALLAS TX 75267 INSURANCE BROKER 283264 WOOTEN PLUMBING 1030 E TAFT AVENUE SAPULPA OK 74066 PLUMBING SERVICES 235132 5 612305 5733029 406899 6345334 MANAGEMENT FEE 713110 7233543 7233543 ADMISSIONS 713110 3628653 3628653 MEMBER SALES 713110 2311620 2311620 TEMPORARY EXHIBITS & E 713110 581706 581706 TRAIN & CAROUSEL 713110 496565 496565 25194 25194 14277281 553363 553363 1534734 1126649 408085 408085 408085 19627672 19713758 -86086 -86086 -86086 160661 612305 283838 -123177 -123177 1072453 65558 1006895 1006895 MISC REVENUE 713110 450397 450397 450397 22832092 14727678 0 1759080 1444623 1444623 65500 65500 740596 635155 80285 25156 6960075 5967121 754332 238622 91368 71295 17159 2914 985742 889507 68009 28226 607880 526062 61331 20487 50410 50410 49416 49416 27053 27053 866375 580383 279042 6950 706617 706617 138485 130496 4230 3759 166622 91772 74850 893319 819880 73439 100352 58168 39461 2723 6606 6606 262009 89842 172167 325257 104660 220127 470 REPAIRS AND MAINTENANCE 1523448 1519357 4091 SUPPLIES 530034 509903 15375 4756 ZOO EXPENSE 512171 512171 EQUIPMENT RENTAL 446960 385336 61124 500 878169 707013 169503 1653 18379087 15814861 2228010 336216 3544980 2057306 2772817 12390277 10479937 12469912 788996 187805 458223 506768 3624814 2688665 893321 936149 18469298 9956549 37407572 38504766 3415507 785474 1747652 52568 4152 4152 5167311 842194 X 11506833 11651983 20733428 26010589 32240261 37662572 37407572 38504766 4453005 969306 0 X X 0 1 X 1 0 X 2678411 8613244 7618925 9574235 6345334 34830149 12022794 6268604 14357241 13655351 15510395 61814385 14701205 14881848 21976166 23229586 21855729 96644534 173682 50200 258580 178901 197029 858392 0 173682 50200 258580 178901 197029 858392 95786142 308444 324727 1615486 2447832 2088097 6784586 308444 324727 1615486 2447832 2088097 6784586 50742 53330 264349 458846 450397 1277664 15060391 15259905 23856001 26136264 24394223 104706784 0.91480 0.92180 0.06480 0.05950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 7169952 630499 27053 7773398 3634343 2755235 800887 20513 7169952 4460149 -804516 21290 3634343 4446177 38130 24158 4460149 3505488 950869 10180 4446177 1.00000 1 0 3624814 2688665 936149 936149 25022112 969306 55560 1192207 2217073 22805039 27053 27053 22832092 19599801 55560 1192207 1247767 18352034 27053 27053 18379087 PART IV, LINE 2B: TZMI COLLECTS AND RETAINS ALL ADMISSION PROCEEDS PURSUANT TO THE MANAGEMENT AGREEMENT WITH THE CITY. TZMI ALSO OPERATES CONCESSIONS, NOVELTY SHOPS AND PARK RIDES AT THE ZOO, AND CONDUCTS A NUMBER OF SPECIAL EVENTS AND PROMOTIONS AT AND FOR THE ZOO. AT DECEMBER 31, 2024, THE BALANCE DUE TO THE CITY WAS $4,152. AMOUNTS DUE TO (RECEIVABLE FROM) THE CITY ARE REFLECTED AS CUSTODIAL ACCOUNTS ON THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVENTORY EXPENSES 65,558. RENTAL EXPENSES 1,126,649. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY EXPENSES 65,558. RENTAL EXPENSES 1,126,649. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTMAKING N/A 21500 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTMAKING N/A 37000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING N/A 7000 0 0 0 0 0 0 65500 0 65500 EAST ASIA AND THE PACIFIC EEHV CONSORTIUM 6500 CHECK 0 SOUTH AMERICA WEST AFRICAN PRIMATE CONSERVATION ACTION 7000 BANK DRAFT 0 EAST ASIA AND THE PACIFIC GIRAFFE PHOTGRAPHIC DATA ACQUISITION AND EDUCATION PROGRAM 7000 BANK DRAFT 0 SUB-SAHARAN AFRICA SAVE THE WILD CHINCHILLA CONSERVATION PROGRAM 7000 BANK DRAFT 0 12 0 0 0 0 0 0 0 PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT JUSTIFICATION FOR FUNDING AND BASED UPON THAT FUNDING IS GRANTED OR NOT. ONCE FUNDS ARE GRANTED, RECIPIENTS ARE REQUIRED TO PROVIDE PERIOD REPORTING ON THE PROGRESS OF THEIR PROGRAM. WALTZ ON THE WILD SIDE 521866 481416 40450 33834 16627 9091 103119 ZOO RUN 145757 69016 76741 6667 2499 4314 1290 25964 1 105343 61873 43470 1666 5921 1000 71846 772966 612305 160661 6667 37999 26862 11381 200929 283838 -123177 1 CITY OF TULSA - TULSA ZOO 6421 EAST 36TH STREET NORTH TULSA OK 74115 736005470 0 1439623 BOOK COST ZOO IMPROVEMENTS SUPPORT FOR THE TULSA ZOO AND LIVING MUSEUM 1 0 PART I, LINE 2: TULSA ZOO MANAGEMENT MAKES IMPROVEMENTS TO THE TULSA ZOO PROPERTY WHICH IS OWNED BY THE CITY OF TULSA. RECORDS ARE MAINTAINED BY TULSA ZOO MANAGEMENT OF THE IMPROVEMENTS MADE TO THE PROPERTY. NO CASH FUNDS ARE GIVEN TO THE CITY OF TULSA, SO NO OTHER RECORDS ARE MAINTAINED. GRANTEES ARE REQUIRED TO SUBMIT JUSTIFICATION FOR FUNDING AND BASED UPON THAT FUNDING IS GRANTED OR NOT. ONCE FUNDS ARE GRANTED, RECIPIENTS ARE REQUIRED TO PROVIDE PERIOD REPORTING ON THE PROGRESS OF THEIR PROGRAM. X 0 0 0 0 0 0 0 0 0 LINDSAY HUTCHISON PRESIDENT AND CEO 158119 0 0 0 0 0 4914 0 0 0 163033 0 0 0 PART I, LINE 3 TZMI COMPLETED A COMPENSATION STRATEGY THAT COVERS ALL STAFF, INCLUDING THE PRESIDENT/CEO. THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED DURING THE ANNUAL REVIEW PROCESS WITH THE GOVERNANCE CHAIR, BOARD CHAIR, AND THE BOARD VICE CHAIR. THE COMPENSATION STRATEGY IS UTILIZED TO GUIDE THEM IN DETERMINING IF OR HOW MUCH THE PRESIDENT/CEO'S COMPENSATION SHOULD BE ADJUSTED. SCOTT VANDERGRIFF DIRECTOR ON THE BOARD OF TULSA ZOO MANAGEMENT, INC. 67015 BANKING - SCOTT VANDERGRIFF IS A TZMI BOARD MEMBER AND AN EMPLOYEE OF BOK FINANCIAL. BOK FINANCIAL PROVIDES INVESTMENT SERVICES FOR TZMI. SCOTT IS NOT INVOLVED WITH PROVIDING INVESTMENT SERVICES. 0 X 113721 FAIR MARKET VALUE X HVAC EQUIPMENT 0 266434 FAIR MARKET VALUE X RENTAL EQUIPMENT 0 18805 FAIR MARKET VALUE X SOD/PLANTS 0 6863 FAIR MARKET VALUE X SUPPLIES 0 1076 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, EXCEPT TO THE EXTENT LIMITED BY THE OKLAHOMA GENERAL CORPORATION ACT, SHALL HAVE AND EXERCISE, IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD, ALL POWERS OF THE BOARD WHICH MAY LAWFULLY BE DELEGATED IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION OR SUCH LESSER POWERS AS MAY FROM TIME TO TIME BE SPECIFIED BY THE BOARD. HOWEVER, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO REVISE, AMEND OR OTHERWISE ALTER THE BYLAWS OF THE CORPORATIONS. FORM 990, PART VI, SECTION B, LINE 11B TZMI FINANCE COMMITTEE REVIEWS THE DRAFT FORM 990. UPON SUCCESSFUL REVIEW BY THE FINANCE COMMITTEE, THE FORM 990 IS PRESENTED TO THE TZMI BOARD OF DIRECTORS AT A REGULARLY SCHEDULE TZMI BOARD OF DIRECTORS MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS AND STAFF REVIEW THE CONFLICT OF INTEREST POLICY AND EXECUTE THE CONFLICT OF INTEREST FORM DISCLOSING ANY CONFLICTS OF INTEREST THAT MAY EXIST. FORM 990, PART VI, SECTION B, LINE 15 TZMI COMPLETED A COMPENSATION STRATEGY THAT COVERS ALL STAFF, INCLUDING THE PRESIDENT/CEO. THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED DURING THE ANNUAL REVIEW PROCESS WITH THE GOVERNANCE CHAIR, BOARD CHAIR, AND THE BOARD VICE CHAIR. THE COMPENSATION STRATEGY IS UTILIZED TO GUIDE THEM IN DETERMINING IF OR HOW MUCH THE PRESIDENT/CEO'S COMPENSATION SHOULD BE ADJUSTED. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC VIA TZMI'S WEBSITE. FORM 990, PART XII, LINE 2C: THE TZMI FINANCE COMMITTEE IS RESPONSIBLE FOR SELECTING THE AUDIT FIRM AND REVIEWING AND ACCEPTING THE REPORT OF THE AUDITED FINANCIAL STATEMENTS FROM THE AUDIT FIRM. TULSA ZOO FRIENDS FOUNDATION 6421 EAST 36TH STREET NORTH TULSA OK 74115 731582685 RAISE FUNDS FOR THE LONG-TERM OPERATIONS AND SUCCESS OF TULSA ZOO MANAGEMENT OK 501(C)(3) LINE 12C, III-FI TULSA ZOO MANAGEMENT 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0