2025-11-03T15:11:16+00:00 2024-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-01-01 351074747 Indianapolis Zoological Society Inc INDI 3176302040 1200 W Washington St Indianapolis IN 46222 Tom Kmetz Senior Vice President/CFO 3176302040 2025-11-03 true true Nicole Fishback P01279475 3173834000 2025-11-15 2024 2025-03-06 01:10:19Z INDIANAPOLIS ZOO ROBERT SHUMAKER 1200 W Washington St Indianapolis IN 46222 63689310 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. 39 39 745 1026 403104 239930 17761063 20257498 27422424 31460439 2053679 3058195 2826122 2903582 50063288 57679714 833193 561555 0 0 21088505 22810210 205145 103922 1695002 18107184 20941170 40234027 44416857 9829261 13262857 227094570 245351054 13579772 11298298 213514798 234052756 WE PROTECT NATURE AND INSPIRE PEOPLE TO CARE FOR OUR WORLD. 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MASSACHUSETTS AVE STE 500 INDIANAPOLIS IN 46204 ADVERTISING 2035000 B MORROW PRODUCTIONS LLC 546 LAKE AVE ORLANDO FL 32801 DESIGN SERVICES 969594 SULLIVAN & POORE INC 3818 PROSPECT STREET INDIANAPOLIS IN 46203 MECHANICAL CONTRACTOR 615413 HOWARD ASPHALT LLC 2916 KENTUCKY AVANUE INDIANAPOLIS IN 46221 CONSTRUCTION SERVICES 483324 13 225334 20032164 736477 20257498 ADMISSION 900099 15008216 15008216 MEMBERSHIP DUES 900099 9147877 9147877 FOOD SALES 721210 2753789 2753789 RIDES 713110 2085271 2085271 PARKING 812930 2321433 1997513 323920 143853 143853 0 0 31460439 2490839 79184 2411655 1388906 590362 798544 0 798544 798544 4981006 3700 4417350 563656 3700 567356 567356 3106922 225334 1001884 2105038 2105038 0 0 0 0 0 57679714 31136519 403104 5882593 306555 306555 0 0 255000 255000 0 0 1119876 495750 540415 83711 0 0 0 0 17603245 15877179 940424 785642 496938 431390 38845 26703 2228973 1925905 221756 81312 1361178 1202622 96718 61838 0 0 0 0 280877 263898 16979 77324 0 77324 0 0 0 0 0 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89070786 4936727 84134059 1408139 1687046 1708560 2905650 3800561 11509956 77045 77120 354885 648889 267700 1425639 0 0 0 0 0 0 102006381 137149400 0.82479 0.71758 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 57914270 326749 5320597 1582437 281020 61698159 51465748 3197218 5194332 1644704 298324 57914270 57245858 107309 -4024397 1533473 329549 51465748 51600112 599062 6387046 1100000 240362 57245858 46100351 242803 6727093 1329833 140302 51600112 0.0 0.5145 0.4855 false false 5505690 5505690 148609987 89672360 58937627 27790524 21172608 6617916 16493253 10907614 5585639 19262857 2745865 16516992 93163864 Closely-held equity interests Financial derivatives Alternative Investments 25674823 F 25674823 Interest in Perpetual Trusts 1723409 Interest in Char Rem Trusts 27098925 28822334 Federal Income Taxes Capital Lease Payable 0 X 66257041 3812848 1592246 5405094 60851947 290020 -3462253 -3172233 57679714 45719083 1592246 1592246 44126837 290020 0 290020 44416857 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 X, Line 2 FIN 48 (ASC 740) footnote 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 XI, Line 2(d) Other revenues in audited financial statements not in form 990 Fundraising Event Expense - 1001884 Rental Expense - 590362 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Change in Value-Split Interest Agreement - -3462253 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising Event Expense - 1001884 Rental Expense - 590362 true Sub-Saharan Africa 0 0 Grantmaking 74000 East Asia and the Pacific 0 0 Grantmaking 25000 North America (Canada & Mexico only) 0 0 Grantmaking 65000 Central America and the Caribbean 0 0 Grantmaking 44000 South America 0 0 Grantmaking 47000 0 0 0 0 0 0 255000 0 255000 East Asia and the Pacific CONSERVATION 25000 WIRE Central America and the Caribbean CONSERVATION 24000 WIRE Central America and the Caribbean CONSERVATION 40000 WIRE Central America and the Caribbean CONSERVATION 20000 WIRE North America (Canada & Mexico only) CONSERVATION 25000 WIRE South America CONSERVATION 25000 WIRE South America CONSERVATION 22000 WIRE Sub-Saharan Africa CONSERVATION 24000 WIRE Sub-Saharan Africa CONSERVATION 50000 WIRE 9 0 true false false 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; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-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; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SUB-SAHARAN AFRICA-Accrual X X X X X X X true JOHNSON GROSSNICKLE & ASSOCIATES INC 29 SOUTH PARK BOULEVARD GREENWOOD IN 46143 STRATEGY false 0 103922 -103922 0 103922 -103922 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 2713957 178855 2535102 178855 32976 585784 WINE AUCTION 478299 36109 442190 45200 54314 1300 70810 1 140000 10370 129630 10000 7400 15245 3332256 225334 3106922 45200 243169 41676 671839 1001884 2105038 true Sycamore Land Trust PO Box 7801 Bloomington IN 47407 351830637 501(C)(3) 23000 CONSERVATION University of Colorado 1800 Grant Street Denver CO 80203 846000555 501(C)(3) 25000 CONSERVATION University of North Carolina at Greensboro PO Box 26170 Greensboro NC 27402 566001468 501(C)(3) 15000 CONSERVATION Lincoln Park Zoological Society 2001 N Clark Street Chicago IL 60614 362512404 501(C)(3) 80000 CONSERVATION Emerging Wildlife Conservation Leaders 209 Mississippi Street San Francisco CA 94107 300108469 501(C)(3) 10000 CONSERVATION 5 0 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 300099 0 47841 0 1980 0 61750 0 24949 0 436619 0 0 0 SARA INMAN SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER 145643 0 16500 0 449 0 9035 0 24947 0 196574 0 0 0 SARAH EDWARDS SENIOR VICE PRESIDENT 153941 0 16000 0 239 0 8760 0 10573 0 189513 0 0 0 KAREN BURNS EXECUTIVE VICE PRESIDENT 218910 0 23162 0 3810 0 32276 0 19012 0 297170 0 0 0 MARY JANE BENNETT VICE PRESIDENT 161353 0 12256 0 1980 0 24322 0 10573 0 210484 0 0 0 JEFF PROUDFOOT VICE PRESIDENT 153004 0 12070 0 1980 0 24141 0 19012 0 210207 0 0 0 KARL TRAEGER DIRECTOR 140558 0 37000 0 247 0 0 0 10719 0 188524 0 0 0 DANA CANFIELD VICE PRESIDENT 159135 0 11625 0 447 0 8748 0 10561 0 190516 0 0 0 JOHN GULLION VICE PRESIDENT 140318 0 15141 0 652 0 0 0 15975 0 172086 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, 2024 A LIABILITY HAS BEEN RECORDED IN THE AMOUNT OF $842,062 AND $747,062 RESPECTFULLY, AS OF DECEMBER 31, 2024 AND 2023. 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. 14 537315 Market value X Wine/Beer/Liquor 4 199162 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 WHIT GRAYSON AND PATRICK LINDLEY - 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 2023 FOR 2024 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 Other Program Service Revenue - Total Revenue: 143853, Related or Exempt Function Revenue: 143853, 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 - 3462253; Total - 3462253;