2025-05-14T11:33:56-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2023-07-01 510147653 MINNESOTA ZOO FOUNDATION MINN 9524319237 13000 ZOO BOULEVARD APPLE VALLEY MN 55124 JOHN FRAWLEY PRESIDENT 9524319237 2025-05-12 1 1 KAREN A GRIES P00078514 6128764500 2025-05-07 2023 2025-03-06 01:10:19Z JOHN FRAWLEY 13000 ZOO BOULEVARD APPLE VALLEY MN 55124 10715072 0 X WWW.MNZOOFOUNDATION.ORG X 1974 MN THE MINNESOTA ZOO FOUNDATION IS A 501(C)3 NONPROFIT DEDICATED TO SUPPORTING THE MINNESOTA ZOO'S MISSION TO CONNECT PEOPLE, ANIMALS, AND THE NATURAL WORLD TO SAVE WILDLIFE. WE PROVIDE CRITICAL FUNDING AND RESOURCES TO SUPPORT AND SCALE THE IMPACT OF IMPORTANT ZOO INITIATIVES. WE RELY ON DONOR SUPPORT TO IMPACT THE WELL-BEING OF HUMANS, ANIMALS, AND THE PLANET AND TO MAKE A LASTING DIFFERENCE IN MINNESOTA, AND AROUND THE WORLD. 16 16 24 162 0 0 6026149 8015467 0 0 227007 408257 16942 61171 6270098 8484895 6419882 5643336 0 0 1729488 2117638 0 159531 1955147 1232860 1071352 9382230 8991857 -3112132 -506962 14549028 14216605 617528 677440 13931500 13539165 X THE MINNESOTA ZOO FOUNDATION RAISES CONTRIBUTED INCOME AND SUPPORTS CONSERVATION AND ANIMAL CARE PROGRAMS ON BEHALF OF THE MINNESOTA ZOO. THE MISSION OF THE MINNESOTA ZOO IS TO CONNECT PEOPLE, ANIMALS, AND THE NATURAL WORLD TO SAVE WILDLIFE. 0 0 3500000 3500000 0 ZOO CAPITAL PROJECTS:OUR SUPPORT PROPELS LEADING-EDGE IDEAS THAT REDEFINE THE ROLE AND IMPACT OF MODERN ZOOS, SUCH AS THE CREATION OF INNOVATIVE NATURE EXPERIENCES, BEST-IN-CLASS EDUCATION PROGRAMS, AND INDUSTRY-LEADING CONSERVATION EFFORTS. WE EMPOWER THE MINNESOTA ZOO TO CONTINUOUSLY RAISE THE BAR FOR EXCELLENCE IN ANIMAL CARE AND OPERATIONS BY FUNDING THE MOST ADVANCED EQUIPMENT, BEST-IN-CLASS FACILITIES AND INDUSTRY-LEADING STAFF DEVELOPMENT OPPORTUNITIES. THE MINNESOTA ZOO FOUNDATION'S FINANCIAL SUPPORT OF THE TREETOP TRAIL HAS EXPANDED THE ZOO'S ROLE AND IMPACT IN OUR COMMUNITIES. AS VISITORS HAVE EXPLORED THE INNOVATIVE, IMMERSIVE, AND ACCESSIBLE ATTRACTION, THEY'VE BEEN ABLE TO CONNECT WITH NATURE AND NURTURE THEIR PERSONAL WELL-BEING.THE FOUNDATION'S FUNDING OF THE ZOO'S FUTURE NEW ANIMAL HOSPITAL WILL ELEVATE THE ZOO'S EXCELLENCE IN ANIMAL CARE BY PROVIDING AN INDUSTRY-LEADING FACILITY AND HIGH-TECH EQUIPMENT. THE MINNESOTA ZOO'S WILDLIFE HOSPITAL AND WELLNESS CENTER WILL SERVE AS AN OASIS OF CARE AND WELLBEING FOR OUR ANIMALS AND AS A HIGH-POWERED RESEARCH CENTER BRINGING TOGETHER ZOOLOGICAL VETERINARIANS AND SCIENTISTS FROM AROUND THE COUNTRY TO LEARN AND WORK TOGETHER TO CHANGE THE FUTURE FOR WILDLIFE HERE AND AROUND THE GLOBE. 2232401 1935453 0 ZOO SUPPORT:THE MINNESOTA ZOO FOUNDATION HELPS OPEN DOORS TO UNIQUELY IMMERSIVE NATURE EXPERIENCES THAT BENEFIT THE WELL-BEING OF ALL BY SPONSORING PROGRAMS THAT BRING THE MINNESOTA ZOO EXPERIENCE TO MINNESOTA COMMUNITIES AND REDUCE PHYSICAL, FINANCIAL, AND CULTURAL BARRIERS TO THE ZOO. WE EMPOWER THE ZOO TO CONTINUOUSLY RAISE THE BAR FOR EXCELLENCE IN ANIMAL CARE AND OPERATIONS BY FUNDING THE MOST ADVANCED EQUIPMENT, BEST-IN-CLASS FACILITIES AND INDUSTRY-LEADING STAFF DEVELOPMENT OPPORTUNITIES. EFFORTS BY THE MINNESOTA ZOO FOUNDATION, INCLUDING GRANTS TO THE MINNESOTA ZOO AND SUPPORT OF ZOO PROGRAMS AND LEADING-EDGE IDEAS REDEFINE THE ROLE AND IMPACT OF MODERN ZOOS, INCLUDING THROUGH THE CREATION OF INNOVATIVE NATURE EXPERIENCES, BEST-IN-CLASS EDUCATION PROGRAMS, AND INDUSTRY-LEADING CONSERVATION EFFORTS. THESE EFFORTS DIRECTLY SUPPORT DEVELOPING A WORLD-CLASS NATURE ZOO EXPERIENCE FOR NEARLY 1.5 MILLION ANNUAL VISITORS TO THE ZOO, DELIVERING EXCEPTIONAL WELFARE FOR OVER 4,500 ANIMALS IN THE ZOO'S CARE (MANY OF WHICH ARE THREATENED OR ENDANGERED IN THE WILD), AND STEWARDSHIP OF 485 ACRES OF FOREST, PRAIRIE, AND WETLANDS. 354333 207883 0 CONSERVATION:THE MINNESOTA ZOO IS ABLE TO LEAD AND PARTICIPATE IN INDUSTRY-LEADING CONSERVATION PROGRAMS THAT ARE SAVING WILDLIFE BECAUSE OF FUNDING FROM THE MINNESOTA ZOO FOUNDATION. FROM NATIVE MUSSEL RESTORATION WORK AND TURTLE HEAD-START PROGRAMS HERE IN MINNESOTA TO GLOBAL EFFORTS THROUGH THE ULYSSES S. SEAL CONSERVATION GRANT PROGRAM AND BLACK RHINO RESTORATION IN NAMIBIA, THE FOUNDATION HELPS FURTHER THE ZOO'S CONSERVATION FOOTPRINT.THE MINNESOTA ZOO FOUNDATION FUNDS SEVERAL SAVING ANIMALS FROM EXTINCTION (SAFE) PROGRAMS AND THE ZOO AND FOUNDATION CO-HOST THE TIGER CONSERVATION CAMPAIGN, BOTH PROGRAMS WITH THE NATIONAL ASSOCIATION OF ZOOS AND AQUARIUMS. SUPPORTING THESE FIELD CONSERVATION PROGRAMS FURTHERS OUR WILDLIFE-SAVING IMPACT AROUND THE WORLD.THE MINNESOTA ZOO FOUNDATION HELPS TO FUND FOUR PAID INTERNSHIPS THAT SUPPORT PRAIRIE BUTTERFLY, FRESHWATER TURTLE, AND FRESHWATER MUSSEL CONSERVATION PROGRAMS AT THE ZOO. THE SUPPORT FROM THESE INTERNS ALLOWS OUR CONSERVATION BIOLOGISTS TO FOCUS ON HIGHER-LEVEL PROJECTS AND PRIORITIES THAT HELP US RAISE THE BAR FOR EXCELLENCE IN OUR CONSERVATION WORK. 6086734 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 21 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X RYAN SWEENEY 9524319237 13000 ZOO BOULEVARD APPLE VALLEY MN 55124 BLAKE GRAMS BOARD CHAIR 3.00 X X 0 0 0 SUZANNE GAPPA BOARD VICE CHAIR 3.00 X X 0 0 0 CHET ELLINGSON BOARD SECRETARY 3.00 X X 0 0 0 MARK LARSEN BOARD TREASURER 3.00 X X 0 0 0 AIMEE DAYHOFF TRUSTEE 2.00 X 0 0 0 CHARLENE JUNDT TRUSTEE 2.00 X 0 0 0 DALE KIVIMAKI TRUSTEE 2.00 X 0 0 0 DOUG FULTON TRUSTEE 2.00 X 0 0 0 ELLIE CROSBY TRUSTEE 2.00 X 0 0 0 JANE PIRTLE TRUSTEE 2.00 X 0 0 0 JEAN TAYLOR TRUSTEE 2.00 X 0 0 0 JENNIFER SHOMENTA MAKI TRUSTEE 2.00 X 0 0 0 JOE RAVENS TRUSTEE 2.00 X 0 0 0 LOUIS DOTH TRUSTEE 2.00 X 0 0 0 NANCY NORDMEYER TRUSTEE 2.00 X 0 0 0 PEGGY BURNET TRUSTEE 2.00 X 0 0 0 PHIL GAARDER TRUSTEE 2.00 X 0 0 0 JAMIE FLAWS EXECUTIVE DIRECTOR 40.00 X 161538 0 13334 RYAN SWEENEY DIRECTOR OF OPERATIONS 40.00 X 92688 0 11440 JOHN FRAWLEY PRESIDENT 10.00 X 79395 0 77500 ELISABETH COMEAUX DIR CORPORATE & FOUNDATION RELATIONS 40.00 X 101434 0 22899 435055 0 125173 2 0 1 0 IDEAL PRINTERS INC 645 OLIVE STREET ST PAUL MN 55130 DIRECT MAIL AND MAILING SERVICES 220297 SSA GROUP LLC 4624 CENTRAL PARK BLVD SUITE 100 DENVER CO 80238 CATERING SERVICES 183726 STREET FACTORY MEDIA INC 2942 PLEASANT AVE MINNEAPOLIS MN 55408 SPECIAL EVENT CONSULTANT 116955 3 221170 7794297 154991 8015467 297317 297317 1836944 1726004 110940 110940 110940 557060 221170 504173 52887 52887 OTHER INCOME 900099 8284 8284 8284 8484895 0 0 469428 5605336 5605336 38000 38000 400640 48077 280448 72115 1323837 151429 10981 1161427 30470 3472 26998 227910 26258 25040 176612 134781 15582 21416 97783 4112 4112 113565 113565 71641 71641 159531 159531 12693 12693 170226 86939 83287 271699 29679 238218 3802 105519 105519 9057 9057 48700 5848 34112 8740 DONOR RECOGNITION 241425 241425 MISCELLANEOUS 22715 4473 11528 6714 8991857 6086734 949976 1955147 7584745 7575426 2995790 2356818 103082 128359 2503057 2764727 1362354 1391275 14549028 14216605 316398 342225 121543 82906 179587 252309 617528 677440 X 3638618 3386384 10292882 10152781 13931500 13539165 14549028 14216605 X -506962 89172 25455 X X 0 1 X 1 0 X 6160519 7993986 11482317 6026149 8015467 39678438 6160519 7993986 11482317 6026149 8015467 39678438 7437657 32240781 101834 76192 100078 146559 297317 721980 1936 5581 11577 16942 8284 44320 40444738 0.79720 0.70730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUES - 2019 AMOUNT: $ 1,936. 2020 AMOUNT: $ 5,581. 2021 AMOUNT: $ 11,577. 2022 AMOUNT: $ 16,942. 2023 AMOUNT: $ 8,284. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 71641 71641 0 PART II-B, LINE 1: THE FOUNDATION PAID A LOBBYIST TO REPRESENT THE MINNESOTA ZOO AND ITS INTEREST IN THE MINNESOTA LEGISLATURE. 1361429 3409 205930 68087 1502681 1262171 1585 163873 66200 1361429 1524895 51915 -251521 63118 1262171 1203348 5177 371478 55108 1524895 1185920 12484 59122 54178 1203348 0.00000 1.00000 0.00000 1 0 0 BENEFICIAL INTEREST IN PERPETUAL TRUST 1391275 1391275 CHARITABLE GIFT ANNUITY 24809 DEFERRED COMPENSATION PAYABLE 227500 252309 X 9114468 89172 20000 28921 138093 8976375 12693 -504173 -491480 8484895 9506803 20000 507639 527639 8979164 12693 12693 8991857 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF PERMANENTLY RESTRICTED AND TEMPORARILY RESTRICTED FUNDS ESTABLISHED FOR THE FOLLOWING PURPOSES: PERMANENTLY RESTRICTED FUNDS ARE DONOR RESTRICTED TO BE HELD IN PERPETUITY, WITH THE INCOME AND RELATED INVESTMENT GAINS TO BE USED FOR DONOR RESTRICTED ZOO PROGRAMS OR OPERATIONS. TEMPORARILY RESTRICTED FUNDS ARE THE ACCUMULATION OF EARNINGS FROM THE PERMANENTLY RESTRICTED ENDOWMENT THAT HAVE NOT BEEN APPROPRIATED FOR EXPENDITURE, WITH THE INCOME AND RELATED INVESTMENT GAINS TO BE USED FOR ANY MISSION RELATED PROGRAM. PART X, LINE 2: THE FOUNDATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE FOUNDATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE AND CHARITABLE CONTRIBUTIONS ARE DEDUCTIBLE BY DONORS. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 28,921. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSES STATEMENT TO THE STATEMENT OF REVENUE -504,173. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ACTUARIAL VALUE OF GIFT ANNUITIES 3,466. SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSES STATEMENT TO THE STATEMENT OF REVENUE 504,173. 1 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 33000 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 5000 0 0 0 0 0 0 38000 0 38000 SUB-SAHARAN AFRICA CONSERVATION 33000 GRANT 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE MINNESOTA ZOO FOUNDATION REQUESTS GRANT RECIPIENTS SUBMIT A PROGRESS REPORT ON THEIR PROJECT GOALS WITHIN ONE YEAR OF RECEIVING THE GRANT FUNDS. X X X X X X 1 ALLEGIANCE FUNDRAISING LLC 4840 AMBER VALLEY PARKWAY SOUTH SU FARGO ND 58104 DIRECT MAIL AND DIGITAL CONSULTING 0 334729 159531 175198 334729 159531 175198 MN BEASTLY BASH 737070 204734 532336 58816 16091 385478 WILDLIFE CONSERVATION BENEFIT 41160 16436 24724 3600 19912 20276 778230 221170 557060 3600 78728 16091 405754 504173 52887 1 CONSERVATION PLANNING AND SPECIALIST GROUP 12101 JOHNNY CAKE RIDGE ROAD APPLE VALLEY MN 55124 411719362 501(C)(3) 7500 0 CONSERVATION WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BOULEVARD BRONX NY 10460 131740011 501(C)(3) 136300 0 CONSERVATION WOODLAND PARK ZOO 5500 PHINNEY AVE N SEATTLE WA 98103 916070005 501(C)(3) 6083 0 CONSERVATION ZOO CONSERVATION OUTREACH 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 752376327 501(C)(3) 7500 0 CONSERVATION MINNESOTA ZOO 13000 ZOO BLVD APPLE VALLEY MN 55124 416007162 STATE OF MN 5323923 111530 FAIR MARKET VALUE EQUIPMENT AND SUPPLIES ZOO OPERATIONS AND CAPITAL PROJECTS 5 0 PART I, LINE 2: THE MINNESOTA ZOO FOUNDATION REQUESTS GRANT RECIPIENTS SUBMIT A PROGRESS REPORT ON THEIR PROJECT GOALS WITHIN ONE YEAR OF RECEIVING THE GRANT FUNDS. X X X 0 1 0 0 0 0 0 1 0 JAMIE FLAWS EXECUTIVE DIRECTOR 161538 0 0 0 0 0 0 0 13334 0 174872 0 0 0 JOHN FRAWLEY PRESIDENT 0 0 75000 0 4395 0 77500 0 0 0 156895 0 0 0 PART I, LINE 4B A CONTRIBUTION OF $55,000 WAS MADE TO JOHN FRAWLEY'S 457(F) DEFERRED COMPENSATION PLAN. NO AMOUNTS WERE VESTED DURING 2024. NO AMOUNTS WERE PAID OUT DURING 2024. PART I, LINE 7 A BONUS WAS PAID TO THE PRESIDENT DURING FISCAL 2024. BONUS WAS DISCRETIONARY AND DETERMINED BY THE BOARD OF TRUSTEES. X EQUIPMENT & SUPPLIES 14 154991 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN PART I, COLUMN (B), REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE PAST CHAIR, CHAIR, VICE CHAIR, TREASURER AND SECRETARY OF THE BOARD OF TRUSTEES, AND THE CO-CHAIR OF THE GOVERNANCE COMMITTEE. THE PRESIDENT IS THE ONLY NON-VOTING MEMBER. THE EXECUTIVE COMMITTEE'S PRIMARY PURPOSE IS TO EXERCISE POWERS FOR ISSUES WHICH ARISE BETWEEN REGULARLY SCHEDULED BOARD MEETINGS OR WHEN IT IS NOT PRACTICAL OR FEASIBLE FOR THE BOARD TO MEET. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ARE REPORTED AT A REGULAR MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, THE EXECUTIVE COMMITTEE AND THE OTHER MEMBERS OF THE BOARD EACH REVIEW AND APPROVE THE DRAFT OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES EACH TRUSTEE TO REVIEW THIS POLICY ANNUALLY, DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT AND ACKNOWLEDGE, BY HIS OR HER SIGNATURE, COMPLIANCE WITH THE LETTER AND SPIRIT OF THIS POLICY. TRUSTEES WHO HAVE A CONFLICT OF INTEREST SHALL REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF PROPOSED TRANSACTIONS THAT GIVE RISE TO THE CONFLICT, UNLESS FOR SPECIAL REASONS INFORMATION OR INTERPRETATION FROM THE PERSON WITH THE CONFLICT IS SPECIFICALLY REQUESTED BY THE BOARD OR ADMINISTRATION. PERSONS WITH CONFLICTS SHALL NOT VOTE OR BE PRESENT AT THE TIME OF THE VOTE ON THE MATTER GIVING RISE TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION'S EXECUTIVE COMMITTEE REVIEWED EXECUTIVE COMPENSATION FOR THE PRESIDENT OF THE FOUNDATION, INCLUDING A COMPENSATION STUDY BY AN OUTSIDE CONTRACTED FIRM, AND DISCUSSION IN A CLOSED EXECUTIVE SESSION BY THE EXECUTIVE COMMITTEE. COMPENSATION DECISIONS WERE DOCUMENTED IN THE COMMITTEE MINUTES AND PERSONNEL FILES. THE LAST COMPENSATION REVIEW PROCESS WAS HELD IN FISCAL 2024. FOR OTHER OFFICERS, A PERIODIC REVIEW OF COMPARABLE SALARY DATA FROM THE MINNESOTA COUNCIL OF NONPROFITS WAS USED BY THE PRESIDENT TO DETERMINE COMPENSATION. COMPENSATION DECISIONS WERE DOCUMENTED IN PERSONNEL FILES. THE LAST COMPENSATION REVIEW PROCESS WAS HELD IN FISCAL 2024. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 28,921. CHANGE IN ACTUARIAL VALUE OF GIFT ANNUITIES -3,466. FORM 990, PART XII, LINE 2C THERE WERE NO CHANGES TO THE OVERSIGHT AND SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS.