2025-11-17T10:55:29-06:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-01-01 942861667 SACRAMENTO ZOOLOGICAL SOCIETY SACR 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 ROBERT CHURCHILL CFO 9168082684 2025-11-16 1 0 JENNIFER Z IWATA P01310188 9166466464 2025-11-16 2024 2025-03-06 01:10:19Z JASON JACOBS 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 12468480 0 X HTTP://WWW.SACZOO.ORG X 1956 CA THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 16 15 155 119 0 0 2839423 2800375 9312672 8336220 190875 233559 1337092 996395 13680062 12366549 121000 162750 0 0 5973318 6276868 0 0 401243 6566622 5420072 12660940 11859690 1019122 506859 26288107 27399520 2007903 1943895 24280204 25455625 X THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 0 0 4923799 5333557 ANIMAL CARE - THE SACRAMENTO ZOO IS PROUD TO HAVE AN OUTSTANDING COLLECTION OF ANIMALS TO EDUCATE AND INSPIRE OUR COMMUNITY. THE ZOO IS HOME TO 335 ANIMALS REPRESENTING 94 SPECIES. OF THAT NUMBER, 66 SPECIES ARE CONSIDERED CRITICALLY ENDANGERED, ENDANGERED, OR VULNERABLE BY THE INTERNATIONAL UNION FOR CONSERVATION OF NATURE (IUCN). OF THE SPECIES HOUSED AT THE ZOO, 38 ARE MANAGED COOPERATIVELY AS PART OF THE ZOO'S PARTICIPATION IN PROGRAMS OF THE ASSOCIATION OF ZOOS AND AQUARIUMS (AZA). NOTABLE BIRTHS DURING THE YEAR INCLUDED A CAPYBARA, TWO RED PANDAS, A MASAI GIRAFFE, AND A SUMATRAN ORANGUTAN. ALSO, DURING THE YEAR, THE ZOO CONTINUED OR EXPANDED PRECAUTIONARY MEASURES IN RESPONSE TO AVIAN INFLUENZA, A VIRAL INFECTION THAT OCCURS NATURALLY IN WILD BIRDS. IN SOME INSTANCES, THESE PRECAUTIONARY STEPS INCLUDED REMOVING CERTAIN BIRDS FROM THEIR HABITATS AND RELOCATING THEM TO AREAS OF THE ZOO THAT ARE BETTER PROTECTED FROM EXPOSURE TO WILD BIRDS. 2651877 2543921 MEMBERSHIP AND VISITOR SERVICES - THE SACRAMENTO ZOO HAD OVER 11,000 MEMBER HOUSEHOLDS AT THE END OF 2024, AND ENTERTAINED, INSPIRED, AND EDUCATED 460,219 GUESTS OVER THE COURSE OF THE YEAR. IN ADDITION TO A VIBRANT LIVING COLLECTION, THE ZOO HOSTED A TRAVELING EXHIBIT OF CLIMBABLE ANIMAL SCULPTURES THAT WAS POPULAR WITH OUR YOUNG GUESTS. 1099093 162750 458742 EDUCATION AND SUSTAINABILITY - THE ZOO'S EDUCATIONAL PROGRAMS ARE DESIGNED TO COMPLY WITH CALIFORNIA SCIENCE STANDARDS. THESE PROGRAMS INCORPORATE EDUCATION, RECREATION, AND THE UNIQUE SETTING OF THE ZOO. OVER 55,000 GUESTS ENJOYED THE ZOO AS PART OF SCHOOL FIELD TRIPS IN 2024. THIS REPRESENTS A 22% INCREASE OVER 2023. AS A CONSERVATION ORGANIZATION, THE SACRAMENTO ZOO REMAINS COMMITTED TO SUPPORTING WILDLIFE CONSERVATION THROUGH FINANCIAL AND IN-KIND SUPPORT. IN 2024, THE SACRAMENTO ZOO DISTRIBUTED OR COMMITTED CONSERVATION GRANT FUNDS IN SUPPORT OF THE FOLLOWING SPECIES: WESTERN POND TURTLES, AMERICAN ALLIGATOR, ORANGUTAN, LEMURS, GIRAFFE, OKAPI, RHINOCEROS, GREVY ZEBRA, JAGUAR, LION, SNOW LEOPARD, CHEETAH, RED PANDA, GALAPAGOS TORTOISE, GROUND HORNBILL, AND THICK-BILLED PARROTS. 8674769 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 0 1 0 0 0 0 0 0 0 0 1 9 0 1 155 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X ROBERT CHURCHILL 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 ELIZABETH STALLARD PRESIDENT 5.00 X X 0 0 0 SUE SCHOENIG SECRETARY 2.00 X X 0 0 0 JASON RUSSELL CPA TREASURER 2.00 X X 0 0 0 DAVID YEE TRUSTEE 2.00 X 0 0 0 JANICE DOUCET THOMPSON EDD TRUSTEE 2.00 X 0 0 0 PATRICIA INGOGLIA TRUSTEE 2.00 X 0 0 0 LYNN MATSUDA TRUSTEE 2.00 X 0 0 0 JENNIFER NEAL TRUSTEE 2.00 X 0 0 0 CARRIEANN DRENTEN MD TRUSTEE 2.00 X 0 0 0 NICK DRIVER TRUSTEE 2.00 X 0 0 0 DANIEL ONEY TRUSTEE 2.00 X 0 0 0 RICHARD STAPLER TRUSTEE 2.00 X 0 0 0 ART SCOTLAND TRUSTEE 2.00 X 0 0 0 RENU REHAL MD TRUSTEE 2.00 X 0 0 0 DUSTIN HOLLINGSWORTH CITY REPRESENTATIVE/DIRECTOR 2.00 X 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 45.00 X X 214521 0 19369 ROBERT CHURCHILL COO/CFO 45.00 X 190021 0 4143 MATT MCKIM DIRECTOR OF ANIMAL CARE, HEALTH & FACILITIES 45.00 X 145148 0 3336 ANN GEIGER DIRECTOR OF INSTITUTIONAL MARKETING 45.00 X 100967 0 2282 MELISSA MCCARTNEY SR. MGR ANIMAL CAR & HEALTH 45.00 X 117700 0 2903 SHAUNA ROSS CAPITAL CAMPAIGN MGR 45.00 X 128276 0 0 LISA CLEMENT SR. DEVELOPMENT OFFICER 45.00 X 101226 0 2684 997859 0 34717 7 0 1 0 SHR STUDIOS 250 MADRONA WAY 220 BAINBRIDGE ISLAND WA 98110 ARCHITECTURAL SERVICES 1726298 THE REGENTS OF UNIVERSITY OF CA PO BOX 741816 LOS ANGELES CA 90074 VETERINARY SERVICES 240075 SSA VENTURES LLC 4624 CENTRAL PARK BOULEVARD DENVER CO 80238 SPECIAL EVENT VENDOR 118487 RELEVANT STRATEGIES AND SOLUTIONS 230 KINGS HIGHWAY EAST 298 HADDONFIELD NJ 08033 PROFESSIONAL SERVICES 106211 THE SUPERLATIVE GROUP 2843 FRANKLIN BLVD CLEVELAND OH 44113 PROFESSIONAL SERVICES 103750 5 283026 2517349 91014 2800375 GATE ADMISSIONS 900099 5333557 5333557 MEMBERSHIP DUES 900099 1916300 1916300 VISITOR SERVICES 900099 627621 627621 EDUCATION 900099 458742 458742 8336220 210429 210429 78217 0 78217 78217 78217 20839 5915 3624 0 17215 5915 23130 23130 143017 98307 44710 44710 CONCESSIONS 900099 873468 873468 873468 12366549 8336220 0 1229954 X 150750 150750 12000 12000 428055 360905 48048 19102 4945194 4169434 555083 220677 145476 122655 16329 6492 370836 312663 41625 16548 387307 326550 43474 17283 20494 20494 38250 38250 50697 50697 2016256 252296 1673318 90642 163252 139398 513 23341 52475 30682 21639 154 211148 167187 43961 282887 276074 5403 1410 453336 428629 24707 142034 85220 56814 REPAIRS & MAINTENANCE 930865 913057 17808 SUPPLIES 595721 595609 112 BANK CHARGES 362262 287619 74643 DUES AND SUBSCRIPTIONS 48488 18768 29525 195 51907 25273 21235 5399 11859690 8674769 2783678 401243 11851549 1776326 358793 9258315 1093396 1416011 72102 1590570 18030 18030 129855 147272 12532039 7819265 5017235 4712774 6966247 7625214 780900 855008 26288107 27399520 1085016 1157931 922887 785964 2007903 1943895 X 17186665 16847946 7093539 8607679 24280204 25455625 26288107 27399520 X 506859 972579 -304017 X X 0 1 X 1 0 X 2132736 3506895 2071797 2839423 2800375 13351226 3965326 8535494 9532369 9410873 8336220 39780282 428251 1237695 1207678 1234766 1016485 5124875 6526313 13280084 12811844 13485062 12153080 58256383 32040 39483 32258 295559 97264 496604 0 32040 39483 32258 295559 97264 496604 57759779 226584 335597 290337 269906 288646 1411070 226584 335597 290337 269906 288646 1411070 98201 98201 6752897 13615681 13102181 13853169 12441726 59765654 0.96640 0.96630 0.02360 0.02450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3391610 309949 124563 3576996 5340392 353556 133360 2133940 35038 3391610 6343314 -958174 44748 5340392 5668671 721823 47180 6343314 5244025 520154 55000 40508 5668671 1.00000 0 0 397896 397896 0 9977772 5440563 4537209 2102955 1927390 175565 53416 53416 0 4712774 13139414 972579 55000 -204017 823562 12315852 50697 50697 12366549 11963993 55000 100000 155000 11808993 50697 50697 11859690 PART V, LINE 4: THE SPECIFIC AND PRIMARY PURPOSE OF THE SACRAMENTO ZOOLOGICAL SOCIETY ENDOWMENT FUND IS TO PROVIDE FUNDS FOR THE ENHANCEMENT AND DEVELOPMENT OF THE SACRAMENTO ZOO AND OF ITS SERVICES TO THE SACRAMENTO COMMUNITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST ASSETS 74,108. REFUND OF PRIOR YEAR CONTRIBUTIONS -278,125. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 100,000. 1 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 12000 0 0 0 0 0 0 12000 0 12000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION 7250 WIRE TRANSFER 0 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES THAT THE GRANT RECIPIENT PROVIDE DETAILED REPORTING COVERING THE USE OF THE GRANT FUNDS AND THE OVERALL PROJECT STATUS AND SUCCESS. HAPPY HOUR 66890 66890 6200 753 WILD AFFAIR 36429 36429 6175 2531 20245 7478 1 39698 39698 54925 143017 143017 6175 2531 26445 63156 98307 44710 1 OKAPI CONSERVATION PROJECT 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501C(3) 26750 0 CONSERVATION INTERNATIONAL RHINO FOUNDATION 157 N HOLIDAY ST STRASBURG VA 22657 752395006 501C(3) 25250 0 CONSERVATION WILD NATURE INSTITUTE PO BOX 44 WEAVERVILLE NC 28787 463021940 501C(3) 22750 0 CONSERVATION SEDGWICK CO ZOO 5555 WEST ZOO BOULEVARD WICHITA KS 67212 486120530 501C(3) 10250 0 CONSERVATION THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE 6000 J STREET ATTN DEVELOPMENT OFFICE SACRAMENTO CA 95819 943001359 501C(3) 8250 0 CONSERVATION MADAGASCAR FAUNA GROUP 1590 GOODLETTE RD N NAPLES FL 341025260 811656070 501C(3) 7750 0 CONSERVATION RHODE ISLAND ZOOLOGICAL SOCIETY 1000 ELMWOOD AVENUE PROVIDENCE RI 02907 056016675 501C(3) 7250 0 CONSERVATION SNOW LEOPARD CONSERVANCY 75 BOYES BLVD SONOMA CA 95476 611614981 501C(3) 6750 0 CONSERVATION RED PANDA NETWORK 494 W 10TH STREET SUITE 7 EUGENE OR 97401 261103671 501C(3) 6750 0 CONSERVATION SAINT LOUIS ZOO 1 GOVERNMENT DR ST LOUIS MO 63110 431727309 501C(3) 5750 0 CONSERVATION CLAWS CONSERVANCY 32 PINE TREE DR WORCESTER MA 01609 475208674 501C(3) 5250 0 CONSERVATION GALAPAGOS CONSERVANCY 11150 FAIRFAX BLVD 408 FAIRFAX VA 22030 133281486 501C(3) 5250 0 CONSERVATION 12 PART I, LINE 2: THE ORGANIZATION REQUIRES THAT THE GRANT RECIPIENT PROVIDE DETAILED REPORTING COVERING THE USE OF THE GRANT FUNDS AND THE OVERALL PROJECT STATUS AND SUCCESS. X X X 0 0 0 0 0 0 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 214521 0 0 0 0 0 11163 0 8206 0 233890 0 0 0 ROBERT CHURCHILL COO/CFO 190021 0 0 0 0 0 4143 0 0 0 194164 0 0 0 X ART/JEWELRY 55 36979 FAIR MARKET VALUE X GIFT CERTIFICATIONS 29 15880 FAIR MARKET VALUE X VET HOSPITAL SUPLIES 4 15050 FAIR MARKET VALUE X ANIMAL ENRICHMENT AND OTHER GOODS 37 11107 FAIR MARKET VALUE X WINE 10 11102 FAIR MARKET VALUE X EDUCATION MATERIALS 7 450 FAIR MARKET VALUE X FACILITIES EQUIPMENT AND SUPPLIES 1 446 FAIR MARKET VALUE 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: CHARITABLE ADULT RIDES AND SERVICES OPERATES A VEHICLE DONATION PROGRAM WHICH BENEFITS THE ZOO. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD CONSIST OF THE FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, TREASURER, SECRETARY AND PAST PRESIDENT, PLUS THE BOARD PRESIDENT AND ANY ADDITIONAL MEMBERS ADDED BY THE BOARD BY MAJORITY VOTE. THE BOARD PRESIDENT SHALL BE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, UNLESS LIMITED BY RESOLUTION OF THE BOARD, AND WITH THE EXCEPTION OF CERTAIN LIMITATIONS PROVIDED BY THE CORPORATE BYLAWS, SHALL HAVE AND MAY EXERCISE ALL AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AFFAIRS OF THE SOCIETY BETWEEN MEETINGS OF THE BOARD. ALL ACTIONS OF THE EXECUTIVE COMMITTEE EXCEPT FOR PERSONNEL AND LEGAL MATTERS ALLOWED BY LAW SHALL BE REPORTED TO AND RATIFIED BY THE BOARD AT THE NEXT DULY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION TO THE IRS, THE 990 IS CIRCULATED FOR REVIEW BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS HAS THE FOLLOWING RESPONSIBILITIES AND OBLIGATIONS: 1. UPON ELECTION TO THE BOARD, READ AND SIGN A COPY OF THE SZS'S CONFLICT OF INTEREST AND ETHICS POLICY. 2. DISCLOSE TO THE BOARD THE EXISTENCE OF ANY CONFLICT OF INTEREST. 3. EXCUSE HIMSELF (OR HERSELF) FROM BOARD OR COMMITTEE DISCUSSIONS ON ANY PROJECT OR TRANSACTION WITH WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST, UNLESS REQUESTED BY THE BOARD OR COMMITTEE TO PROVIDE INFORMATION ON THE ISSUE. 4. ABSTAIN FROM VOTING ON ANY PROJECT OR TRANSACTION WITH WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST. 5. RESPECT AND PRESERVE CONFIDENTIAL OR PROPRIETARY SZS INFORMATION. 6. IF REQUESTED BY THE BOARD, TAKE A TEMPORARY LEAVE OF ABSENCE FROM THE BOARD OF DIRECTORS UNTIL SUCH TIME AS THE PROJECT OR TRANSACTION IN WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST HAS BEEN COMPLETED. A CONFLICT OF INTEREST EXISTS WHEN: 1. ANY DIRECTOR OR CLOSE RELATIVE OF A DIRECTOR (SPOUSE, SIBLING, PARENT OR CHILD) HAS AN INTEREST IN AN ISSUE, MATTER OR TRANSACTION IN WHICH SZS HAS AN INTEREST OTHER THAN AN INTEREST ARISING SOLELY OUT OF PASSIVE INVESTMENT PROVIDED THAT HIS OR HER INTEREST DOES NOT EXCEED 5% OF THE EQUITY OR CONTROL OF A BUSINESS ENTITY HAVING AN INTEREST IN THE ISSUE, MATTER OR TRANSACTION; 2. WHEN ANY DIRECTOR OR CLOSE RELATIVE OF A DIRECTOR ACTS AS AN AGENT, REPRESENTATIVE OR SPOKESPERSON FOR ANY PERSON, BUSINESS, GROUP OR ORGANIZATION IN ORDER TO INFLUENCE SZS ON ANY ISSUE, MATTER OR TRANSACTION. A DIRECTOR HAS AN INTEREST FOR PURPOSES OF THIS POLICY IF HE OR SHE: (A) IS AN AGENT FOR, EMPLOYEE OF OR PARTNER WITH A PERSON OR ORGANIZATION WITH A GOAL OF INFLUENCING A DECISION BY SZS OR ENTERING INTO A TRANSACTION TO RECEIVE PAYMENT FOR SERVICES TO SZS; OR (B) WOULD EXPERIENCE A MATERIAL ECONOMIC GAIN OR LOSS FROM A DECISION BY SZS ON AN ISSUE, MATTER OR TRANSACTION IDENTIFIABLY DIFFERENT FROM THE ECONOMIC GAIN OR LOSS THAT WOULD BE EXPERIENCED BY A MEMBER OF THE GENERAL PUBLIC OR THE HOLDER OF LESS THAN 5% OF THE EQUITY IN ANY BUSINESS ENTITY. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION WAS SET BY THE BOARD, UPON RECOMMENDATION BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE UTILIZED A SALARY SURVEY, PRIOR DIRECTOR COMPENSATION AND OTHER COMPARATIVE DATA TO DETERMINE DIRECTOR COMPENSATION. CEO PERFORMANCE AND SALARY ARE EVALUATED ANNUALLY. LAST EVALUATED IN 2021. 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. FORM 990, PART IX, LINE 11G NEW ZOO MASTER PLAN & OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 252,296. MANAGEMENT AND GENERAL EXPENSES 1,673,318. FUNDRAISING EXPENSES 90,642. TOTAL EXPENSES 2,016,256. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST ASSETS 74,108. REFUND/ADJUSTMENT OF PRIOR YEAR CONTRIBUTIONS -378,125. FORM 990, PART XII, LINE 2C: NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT OR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR.