CHICAGO ZOOLOGICAL SOCIETY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHICAGO ZOOLOGICAL SOCIETY (EIN 36-2167016)
Tax period
2023-04-01 to 2024-03-31
Filed
2024-07-29
IRS object ID
202412119349300511
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-29T08:38:19-00:00ReturnTs
Tax Period End2024-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Plante Moran PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 South Riverside Plaza 9th floorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167016EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Chicago Zoological SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHICBusinessNameControlTxt
Phone7086888300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 Golf RoadAddressLine1Txt
CityBrookfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60513ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael J AdkessonPersonNm
Person TitlePresident and CEOPersonTitleTxt
Phone7086888300PhoneNum
Signature2024-07-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLuAnn TrappPreparerPersonNm
PTINP01506476PTIN
Phone3122071040PhoneNum
Preparation2024-07-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Brookfield ZooBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMichael J AdkessonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 Golf RoadAddressLine1Txt
CityBrookfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60513ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$107,846,723GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.czs.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1921FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTo inspire conservation leadership by connecting people with wildlife and nature.ActivityOrMissionDesc
Voting Members Governing Body43VotingMembersGoverningBodyCnt
Voting Members Independent41VotingMembersIndependentCnt
Total Employee743TotalEmployeeCnt
Total Volunteers428TotalVolunteersCnt
Total Gross UBI$157,080TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$30,521NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$26,699,887PYContributionsGrantsAmt
CY Contributions Grants$54,102,303CYContributionsGrantsAmt
PY Program Service Revenue$35,909,344PYProgramServiceRevenueAmt
CY Program Service Revenue$36,016,175CYProgramServiceRevenueAmt
PY Investment Income$2,365,021PYInvestmentIncomeAmt
CY Investment Income$4,492,644CYInvestmentIncomeAmt
PY Other Revenue-$379,846PYOtherRevenueAmt
CY Other Revenue-$351,051CYOtherRevenueAmt
PY Total Revenue$64,594,406PYTotalRevenueAmt
CY Total Revenue$94,260,071CYTotalRevenueAmt
PY Grants And Similar Paid$332,859PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$197,281CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$35,451,011PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$39,305,223CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$596,938PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$523,550CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,764,058CYTotalFundraisingExpenseAmt
PY Other Expenses$29,734,275PYOtherExpensesAmt
CY Other Expenses$35,469,292CYOtherExpensesAmt
PY Total Expenses$66,115,083PYTotalExpensesAmt
CY Total Expenses$75,495,346CYTotalExpensesAmt
PY Revenues Less Expenses-$1,520,677PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$18,764,725CYRevenuesLessExpensesAmt
Total Assets BOY$226,030,000TotalAssetsBOYAmt
Total Assets EOY$265,240,000TotalAssetsEOYAmt
Total Liabilities BOY$52,116,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$70,637,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$173,914,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$194,603,000NetAssetsOrFundBalancesEOYAmt
MissionTo inspire conservation leadership by connecting people with wildlife and nature.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$26,502,631ExpenseAmt
Revenue$25,975,814RevenueAmt
DescPark Operations The CZS maintains 75 buildings on 235 acres of land to exhibit over 2,500 animals. In a typical year, two million visitors annually enjoy the experience of seeing and learning about the animals of the world. Each individual that enters through Brookfield Zoos gates represents an opportunity to introduce representatives of the wild world, to convey our intertwined connections to the animal kingdom, and to encourage positive change in the world. The Zoo is open almost every day of the year. Admission is free to the general public 52 days/year and at all times to Illinois school groups and military personnel. The membership team services our 111,000 member households, providing them with the opportunity to participate in the conservation and educational efforts of CZS. The events team provides seasonal and animal themed events such as Earth Day Party, Ape Awareness Weekend, Holiday Magic and Boo at the Zoo. Visitor services provides narrated tram tours and accessible transportation options in the park.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$29,980,000ExpenseAmt
Grant$165,281GrantAmt
Revenue$2,048,271RevenueAmt
DescAnimal Health, Welfare, Care and Programs More than 2500 ambassadors of the animal kingdom provide our visitors with a rare opportunity to see species from around the globe and experience up close, personal encounters. CZS staff provide expert care of these ambassadors, where innovations in husbandry techniques and pioneering breeding programs are part of the cuttting edge culture of excellence and integrating disciplines such as population biology, behavioral science, nutrition and veterinary science help determine the best ways to provide and continuously care for the animals. CZS also incorporates models and practices from an array of animal care professionals around the world, to develop the best possible zoo-based animal care and management practices. Through Keeper Chats and Ambassador Animal Encounters, staff share their knowledge of the animals in their care with zoo guests, helping them gain an appreciation for all citizens of the natural world. Through field programs,CZS support efforts to protect and restore populations of threatened species in other parts of the world.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$4,053,000ExpenseAmt
Grant$32,000GrantAmt
Revenue$286,438RevenueAmt
DescEducation and Community Engagement Through its education programs, CZS communicates with others to engender in them a sense of ownership about living harmoniously with nature and helping save endangered species. Education specialists, volunteers, curators, graphic and exhibit designers, photographers and many others contribute to sharing this information both in person and virtually. As well as reaching the daily visitors to the Zoo, CZSs education and outreach programming reaches out to would be conservationists outside of the Zoo including classrooms of school children and teachers, local libraries and community organizations to engage them in nature based programs, strengthening the bridge between education and conservation and working together to create healthy spaces for people and wildlife.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$60,535,631TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document95IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee743EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members43GoverningBodyVotingMembersCnt
Independent Voting Member41IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDavid E BurnsPersonNm
Phone7086888387PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 Golf RoadAddressLine1Txt
CityBrookfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60513ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Dr Michael Adkesson
President and CEO040.00Yes (X)Yes (X)$682,151$0$157,288
David E Burns
Chief Financial and Admin. Officer040.00$378,747$0$35,140Yes (X)
Mary A Cronin
Master Planning Coordinator024.00$352,773$0$7,654Yes (X)
Cathleen Brueggemann
Sr. VP Development040.00$313,637$0$14,732Yes (X)
Dr Sathya K Chinnadurai
Sr. VP Animal Health Welfare040.00$207,122$0$47,934Yes (X)
Jennifer L Baader
Sr. VP Govt AffairsCommunity Pgms040.00$205,424$0$33,029Yes (X)
Sandra L Dornhecker
Sr. VP Human Resources040.00$188,377$0$30,650Yes (X)
Leah Rippe
VP Marketing Communications040.00$193,805$0$24,517Yes (X)
Melissa Lewkowich
VP Risk Facilities Mgmt040.00$177,504$0$33,200Yes (X)
Jerome E Johnston
VP Guest Services Operations040.00$183,505$0$13,273Yes (X)
Heather Bilcer
VP Finance040.00$180,324$0$5,943Yes (X)
Cherryl T Thomas
Chair of the Board002.00Yes (X)Yes (X)$0$0$0
William C Kunkler III
Deputy Chair of the Board002.00Yes (X)Yes (X)$0$0$0
John P Grube
Vice-Chair of the Board002.00Yes (X)Yes (X)$0$0$0
Elizabeth Hamill Bramsen
Vice-Chair of the Board002.00Yes (X)Yes (X)$0$0$0
Merrick M Elfman
Vice-Chair of the Board002.00Yes (X)Yes (X)$0$0$0
Bert A Getz Jr
Vice-Chair of the Board002.00Yes (X)Yes (X)$0$0$0
Michael P Emmert
Treasurer002.00Yes (X)Yes (X)$0$0$0
Randall G Vickery
Secretary002.00Yes (X)Yes (X)$0$0$0
Stuart B Abelson
Trustee002.00Yes (X)$0$0$0
Walter W Becky II
Trustee002.00Yes (X)$0$0$0
Jennifer L Bellini
Trustee002.00Yes (X)$0$0$0
Jay D Bergman
Trustee002.00Yes (X)$0$0$0
Edward McCormick Blair Jr
Trustee002.00Yes (X)$0$0$0
Barbara J Bradford
Trustee002.00Yes (X)$0$0$0
James A Bryan
Trustee002.00Yes (X)$0$0$0
Michael G Canning
Trustee002.00Yes (X)$0$0$0
John A Carpenter
Trustee002.00Yes (X)$0$0$0
Dr Bonny Chen
Trustee002.00Yes (X)$0$0$0
Rita Sola Cook
Trustee002.00Yes (X)$0$0$0
JR Davis III
Trustee002.00Yes (X)$0$0$0
Michael F DeSantiago
Trustee002.00Yes (X)$0$0$0
Gregory J DiDomenico
Trustee002.00Yes (X)$0$0$0
Michael Drai
Trustee as of 9/23002.00Yes (X)$0$0$0
Dr Lisa C Freeman
Trustee002.00Yes (X)$0$0$0
Sasha L Gerritson
Trustee002.00Yes (X)$0$0$0
Darius A Gill
Trustee002.00Yes (X)$0$0$0
Barbara Grayson
Trustee002.00Yes (X)$0$0$0
Joseph A Gregoire
Trustee002.00Yes (X)$0$0$0
Heidi Huizenga
Trustee002.00Yes (X)$0$0$0
Kevin M Keeley
Trustee002.00Yes (X)$0$0$0
Molly Keller
Trustee002.00Yes (X)$0$0$0
Kevin M Killips
Trustee002.00Yes (X)$0$0$0
Barbara Levy Kipper
Trustee002.00Yes (X)$0$0$0
Jerry Manne
Trustee002.00Yes (X)$0$0$0
Tim Ozinga
Trustee as of 11/23002.00Yes (X)$0$0$0
Toni Preckwinkle
Trustee002.00Yes (X)$0$0$0
Elizabeth S Quinn
Trustee as of 4/23002.00Yes (X)$0$0$0
Benita S Romano
Trustee002.00Yes (X)$0$0$0
Mark G Sander
Trustee002.00Yes (X)$0$0$0
Kelley C Schueler
Trustee002.00Yes (X)$0$0$0
Stuart D Strahl PhD
Trustee002.00Yes (X)$0$0$0
Patrick E Whiteside
Trustee002.00Yes (X)$0$0$0
Amy Best
Trustee 11/23-3/24002.00Yes (X)$0$0$0
Veronica Gomez
Trustee thru 11/23002.00Yes (X)$0$0$0
Kathryn Babcock Shaffer
Vice Chair thru 12/23002.00Yes (X)Yes (X)$0$0$0
Kristi Weaver
Trustee thru 12/23002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,063,369TotalReportableCompFromOrgAmt
Total Other Compensation$403,360TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K33IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Goettsch Partners Inc
224 S Michigan Ave Suite 1700ChicagoIL60604Architectural Services$1,569,848
Two by Four
10 N Dearborn St Suite 1000ChicagoIL60602Advertising/Consulting$1,479,486
Chilton Yambert Porter LLP
303 W Madison Suite 2300ChicagoIL60606Legal Services$719,244
Booth Hansen
333 S DesPlaines Suite 100ChicagoIL60661Architectural Services$633,969
Paymentech LLC
14221 Dallas ParkwayDallasTX75254Payment Card Processing Services$493,945
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K44CntrctRcvdGreaterThan100KCnt
Fundraising$2,193,696FundraisingAmt
Government Grants$29,200,473GovernmentGrantsAmt
All Other Contributions$22,708,134AllOtherContributionsAmt
Noncash Contributions$1,060,751NoncashContributionsAmt
Total Contributions$54,102,303TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
General Admissions900099$7,830,284$7,830,284
Memberships900099$15,580,225$15,580,225
Visitor Services900099$6,592,311$1,952,064$4,640,247
Admissions-Internal Attractions900099$1,775,759$1,775,759
Visitor Parking900099$3,019,810$3,019,810

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,217,786TotalRevenueColumnAmt
Related Or Exempt Func Income$1,015,111RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$157,080UnrelatedBusinessRevenueAmt
Exclusion$45,595ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$36,016,175TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,053,154TotalRevenueColumnAmt
Exclusion$4,053,154ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$105,845RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$105,845RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,845TotalRevenueColumnAmt
Exclusion$105,845ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,269,225SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,829,735SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$439,490SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$439,490TotalRevenueColumnAmt
Exclusion$439,490ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$271,207FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,193,696ContriRptFundraisingEventAmt
Fundraising Direct Expenses$754,872FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$483,665TotalRevenueColumnAmt
Exclusion-$483,665ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$28,814GamingGrossIncomeAmt
Gaming Direct Expenses$2,045GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,769TotalRevenueColumnAmt
Exclusion$26,769ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,260,071TotalRevenueColumnAmt
Related Or Exempt Func Income$28,153,443RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$157,080UnrelatedBusinessRevenueAmt
Exclusion$11,847,245ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$54,230TotalAmt
Program Services$54,230ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt
Program Services$25,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$118,051TotalAmt
Program Services$118,051ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,726,233TotalAmt
Program Services$691,936ProgramServicesAmt
Management And General$1,291,195ManagementAndGeneralAmt
Fundraising$743,102FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$27,957,389TotalAmt
Program Services$23,445,701ProgramServicesAmt
Management And General$3,072,456ManagementAndGeneralAmt
Fundraising$1,439,232FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$614,708TotalAmt
Program Services$515,508ProgramServicesAmt
Management And General$67,555ManagementAndGeneralAmt
Fundraising$31,645FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,667,913TotalAmt
Program Services$4,496,240ProgramServicesAmt
Management And General$852,902ManagementAndGeneralAmt
Fundraising$318,771FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,338,980TotalAmt
Program Services$1,961,522ProgramServicesAmt
Management And General$257,048ManagementAndGeneralAmt
Fundraising$120,410FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$829,089TotalAmt
Management And General$829,089ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$100,625TotalAmt
Management And General$100,625ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$54,189TotalAmt
Management And General$54,189ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$523,550TotalAmt
Fundraising$523,550FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$133,481TotalAmt
Management And General$133,481ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,865,981TotalAmt
Program Services$6,228,968ProgramServicesAmt
Management And General$515,949ManagementAndGeneralAmt
Fundraising$121,064FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,779,187TotalAmt
Management And General$1,779,187ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,901,042TotalAmt
Program Services$5,445,947ProgramServicesAmt
Management And General$264,286ManagementAndGeneralAmt
Fundraising$190,809FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,733,136TotalAmt
Program Services$285,217ProgramServicesAmt
Management And General$1,388,854ManagementAndGeneralAmt
Fundraising$59,065FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$21,111TotalAmt
Program Services$21,111ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,537,375TotalAmt
Program Services$2,525,172ProgramServicesAmt
Management And General$10,932ManagementAndGeneralAmt
Fundraising$1,271FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$564,117TotalAmt
Program Services$491,187ProgramServicesAmt
Management And General$33,593ManagementAndGeneralAmt
Fundraising$39,337FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$207,310TotalAmt
Program Services$100,154ProgramServicesAmt
Management And General$46,355ManagementAndGeneralAmt
Fundraising$60,801FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$862,658TotalAmt
Program Services$862,658ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,607,095TotalAmt
Program Services$8,217,548ProgramServicesAmt
Management And General$343,549ManagementAndGeneralAmt
Fundraising$45,998FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,336,826TotalAmt
Program Services$1,203,678ProgramServicesAmt
Management And General$85,423ManagementAndGeneralAmt
Fundraising$47,725FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Animal food and transport$1,439,540$1,439,540
Revenue Bond maintenance fees$251,782$251,782
Loss on retirement of fixed assets$1,867,239$1,867,239
UBIT taxes$9,613$9,613

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$367,896TotalAmt
Program Services$277,629ProgramServicesAmt
Management And General$68,989ManagementAndGeneralAmt
Fundraising$21,278FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$75,495,346TotalAmt
Program Services$60,535,631ProgramServicesAmt
Management And General$11,195,657ManagementAndGeneralAmt
Fundraising$3,764,058FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$558,231BOYAmt
EOY$1,147,340EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$50,264,892BOYAmt
EOY$55,785,703EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,263,963BOYAmt
EOY$11,953,087EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,395,610BOYAmt
EOY$669,292EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,821,069BOYAmt
EOY$2,035,563EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$323,727,738LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$187,572,286LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$111,103,612BOYAmt
EOY$136,155,452EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$52,255,000BOYAmt
EOY$57,153,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$367,623BOYAmt
EOY$340,563EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$226,030,000BOYAmt
EOY$265,240,000EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,247,274BOYAmt
EOY$13,736,013EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$14,671,837BOYAmt
EOY$16,435,494EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,920,000BOYAmt
EOY$28,920,000EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$1,571,313EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$7,854,679EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,276,889BOYAmt
EOY$2,119,501EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,116,000BOYAmt
EOY$70,637,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$150,410,000BOYAmt
EOY$150,175,000EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,504,000BOYAmt
EOY$44,428,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$173,914,000BOYAmt
EOY$194,603,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$226,030,000BOYAmt
EOY$265,240,000EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$18,764,725ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,768,352NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,844,077OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,516,558CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,851,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,624,590CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,543,166CurrentTaxYearMinus1YearAmt
Current Tax Year$34,054,622CurrentTaxYearAmt
Total$101,590,200TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,677,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,908,169CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,955,352CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,156,721CurrentTaxYearMinus1YearAmt
Current Tax Year$20,047,681CurrentTaxYearAmt
Total$67,745,049TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,193,684CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,759,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,579,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,699,887CurrentTaxYearMinus1YearAmt
Current Tax Year$54,102,303CurrentTaxYearAmt
Total$169,335,249TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$8,064,597SubstantialContributorsTotAmt
Public Support Total170$161,270,652PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$896,735CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$1,020,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,524,043CurrentTaxYearMinus1YearAmt
Current Tax Year$4,158,999CurrentTaxYearAmt
Total$8,600,002TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,865CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,196CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$13,678CurrentTaxYearMinus1YearAmt
Current Tax Year$30,521CurrentTaxYearAmt
Total$94,260TotalAmt
FieldValueIRS element (for citing)
Total Support$178,029,511TotalSupportAmt
Gross Receipts Rltd Activities$116,630,422GrossReceiptsRltdActivitiesAmt
Public Support CY1700.90590PublicSupportCY170Pct
Public Support PY1700.95680PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Facts And Circumstances TestPart II Section A Line 1-4 The 2020 amounts reflect the short year period from 1/1/21-3/31/21 due a change in accounting period.FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart II Section B Line 7-10FormAndLineReferenceDesc
ExplanationThe 2020 amounts reflect the short year period from 1/1/21-3/31/21 due a change in accounting period.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$96,644DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$96,644TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceII-B 1 A-JFormAndLineReferenceDesc
ExplanationThe Chicago Zoological Society is a private non profit organization that operates Brookfield Zoo on land owned by the Forest Preserve District of Cook County. Brookfield Zoo was created through an act of the Illinois Legislature and the Society annually receives partial funding from the Cook County Forest Preserves to maintain and operate the Zoo. Occasionally, the laws and regulations under which the Society was organized and is funded and operated require updating. The Society may advise and assist appropriate legislative bodies in this activity. It may also advocate the adoption or rejection of legislation. By virtue of a management agreement with the District, the Society is periodically called upon to advise on matters of public policy. The Society also employs certain staff and consultants to communicate with the State of Illinois, federal officials, county commissioners and other government officials, to inform those parties of the activities of the Society. Additionally, as required during the year, the Societys President and designated staff attend national and international professional group meetings and otherwise communicate with those groups on various matters, including the expression of opinions to appropriate congressional representatives, congressional committees or other deliberative bodies that influence public policy concerning species in danger of extinction, environmental management, the biological sciences and kindred subject, and federal regulatory agency activities affecting wildlife and its management. Also, as needed from time to time, the Society may contact its members, staff and volunteers to encourage them to express their views on pending legislation that may have a direct impact on the Society and its conservation programs.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Funds And Other Accounts Held2FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Contri$851,598FundsAndOtherAccountsContriAmt
Funds And Other Accounts Grants$393,944FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY$3,393,502FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlfalseDisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsfalseDisclosedForCharitablePrpsInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,275,000BeginningYearBalanceAmt
Contributions$134,000ContributionsAmt
Investment Earnings Or Losses$3,834,000InvestmentEarningsOrLossesAmt
Other Expenditures$839,000OtherExpendituresAmt
Administrative Expenses$49,000AdministrativeExpensesAmt
End Year Balance$26,355,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,740,000BeginningYearBalanceAmt
Contributions$3,000ContributionsAmt
Investment Earnings Or Losses-$1,419,000InvestmentEarningsOrLossesAmt
Other Expenditures$5,000OtherExpendituresAmt
Administrative Expenses$44,000AdministrativeExpensesAmt
End Year Balance$23,275,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,383,000BeginningYearBalanceAmt
Contributions$28,000ContributionsAmt
Investment Earnings Or Losses$256,000InvestmentEarningsOrLossesAmt
Other Expenditures$874,000OtherExpendituresAmt
Administrative Expenses$53,000AdministrativeExpensesAmt
End Year Balance$24,740,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,562,000BeginningYearBalanceAmt
Contributions$3,000ContributionsAmt
Investment Earnings Or Losses$831,000InvestmentEarningsOrLossesAmt
Administrative Expenses$13,000AdministrativeExpensesAmt
End Year Balance$25,383,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,362,000BeginningYearBalanceAmt
Contributions$172,000ContributionsAmt
Investment Earnings Or Losses$2,998,000InvestmentEarningsOrLossesAmt
Other Expenditures$927,000OtherExpendituresAmt
Administrative Expenses$43,000AdministrativeExpensesAmt
End Year Balance$24,562,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.23000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.39000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.38000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$283,514,875OtherCostOrOtherBasisAmt
Depreciation$179,134,050DepreciationAmt
Book Value$104,380,825BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,494,374OtherCostOrOtherBasisAmt
Depreciation$8,438,236DepreciationAmt
Book Value$2,056,138BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,718,489OtherCostOrOtherBasisAmt
Book Value$29,718,489BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$136,155,452TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
Federal income taxes
Accrued Post Retirement Benefit Obligation$996,309
Accrued Sick Pay Benefit Obligation$968,684
457f Employee Benefit Obligation$113,516
Charitable Gift Annuity Obligation$144,469
Unamortized Bond Issue Costs-$103,688
Other$211
FieldValueIRS element (for citing)
Total Liability$2,119,501TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$99,706,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,768,352NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$172,336DonatedServicesAndUseFcltsAmt
Revenue Not Reported$4,940,688RevenueNotReportedAmt
Revenue Subtotal$94,765,312RevenueSubtotalAmt
Investment Expenses Not Incld$133,481InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$638,722OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$505,241RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$94,260,071TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$76,218,000TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$172,336DonatedServicesUseFcltsAmt
Other Expenses Included$683,799OtherExpensesIncludedAmt
Expenses Not Reported$856,135ExpensesNotReportedAmt
Expenses Subtotal$75,361,865ExpensesSubtotalAmt
Investment Expenses Not Incld2$133,481InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$133,481ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$75,495,346TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
I 5 and 6The Society does not maintain any donor advised funds. Other Funds consist of the Chicago Board of Trade Endangered Species Fund and the CZS Womens Board Fund. Contributions to these funds come from donors as well as proceeds from fundraising events and investment income. Grants are decided by committees as described in Schedule I. At times, donors who have given money to the fund may also sit on the granting committee but no one donor may decide on the grant awards. All grants awarded must follow the guidelines and processes established by CZS. CZS Board of Trustees has final approval of all Chicago Board of Trade Endangered Species Fund Committee recommended grant awards. CZS Management has final approval of all CZS Womens Board recommended grant awards.
III 1AAnimal Collections, which were acquired through breeding loans, purchases and contributions, are not recognized as assets on the Statement of Financial Position. Costs to acquire collection items are recorded as decreases in unrestricted net assets in the year in which the animals are acquired. Proceeds from deaccessions are reflected as increases in the appropriate net asset class. The Societys animal collection consists of specimens with numerous attributes including taxonomic group, age, sex, relationship and value to other animals, endangered status and breeding potential. The Society retains a record of every animal in a permanent file. An inventory of the collection is prepared annually. Professionally trained keeper staff and population managers provide daily care for the collection and determine population needs.
III 4The more than 2500 ambassadors of the animal kingdom which make up the CZS collection provide our visitors a rare opportunity to see species from around the globe. The collection, in connection with our education programs, provides CZS the opportunity to teach guests about animals and nature, conservation and other related topics.
V 4The Societys endowment consists of different funds established to support a variety of CZS programs including conservation and research, education and outreach, care of the animal collection and grounds, and general operations. Additionally, the Society is the designated beneficiary of the interest income on a 1 million endowment established and maintained by the Chicago Community Trust. The CCT maintains variance power over this endowment and, accordingly, the Society has not included it in its financial statements.
VI 1A-EThe Society operates a zoological park on land owned by the Forest Preserve District of Cook County, IL which is provided to the Society at no charge. The land site of the Zoo, accordingly, is not recorded on the Societys financial statements. All park improvements acquired by the Society are legally owned by the District. All park improvements acquired by the Society, including those acquired with District funds, are recorded as park improvements on the Societys financial statements. The amount in Other represents construction in progress on capital assets. Once a capital asset is complete and in use, the total amount for that project is closed out of construction in progress and transferred to park improvements.
X 2The Society is a not-for-profit corporation and is exempt from tax under the provisions of Internal Revenue Code Section 501c3, except for taxes on unrelated business income. The Society has no liability for uncertain tax positions, therefore the Society does not include such a footnote as it is no longer required by generally accepted accounting principles.
XI 4bOther Adjustments - Fundraising Event Expense -633,619 Rounding and Misc adjustments -5103
XII 2dOther Adjustments - change in market value of swap agreements 47,859, Fundraising Event Expense 633,619 Rounding and Misc adjustments 2321

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbeangrants to recipients for fieldwork in the region$7,000
East Asia and the Pacificgrants to recipients for fieldwork in the region$4,922
Europe Including Iceland and Greenlandprogram services$11,702attend conservation related conferences
Europe Including Iceland and Greenlandprogram services$7,237memberships in conservation organizations
North Americaprogram services$1,594attend conservation related conferences
South Americaprogram services$15,349conservation fieldwork
South Americaprogram services$12,325attend conservation related conferences
South Americagrants to recipients for fieldwork in the region$47,538
Sub-Saharan Africaprogram services$2,122conservation fieldwork
Sub-Saharan Africaprogram services$3,124attend conservation related conferences
Sub-Saharan Africagrants to recipients for fieldwork in the region$58,591
FieldValueIRS element (for citing)
Subtotal Spent$171,504SubtotalSpentAmt
Total Spent$171,504TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (11 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Central America and the CaribbeanConservation Fieldwork$7,000check
South AmericaConservation Fieldwork$26,238check
South AmericaConservation Fieldwork$6,000check
South AmericaConservation Fieldwork$6,800check
Sub-Saharan AfricaConservation Fieldwork$6,000wire transfer
Sub-Saharan AfricaConservation Fieldwork$6,400wire transfer
Sub-Saharan AfricaConservation Fieldwork$6,991wire transfer
Sub-Saharan AfricaConservation Fieldwork$7,000wire transfer
Sub-Saharan AfricaConservation Fieldwork$7,000wire transfer
Sub-Saharan AfricaConservation Fieldwork$7,000wire transfer
Sub-Saharan AfricaConservation Fieldwork$7,000wire transfer
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceConservation FieldworkTypeOfAssistanceTxt
RegionSub-Saharan AfricaRegionTxt
Recipient2RecipientCnt
Cash Grant$11,200CashGrantAmt
Manner Of Cash Disbursementwire transferMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Line 2The Society awards grants through its Chicago Board of Trade Endangered Species Fund CBT ESF. Grant proposals are reviewed by a team of three. Proposals may be endorsed by an IUCN Species Survival Committee or other major, internationally known conservation organization, the AZA/WAZA, or other major zoo organization. For any individuals/organizations who are not US Citizens/entities, the Society checks the most recent OFAC Control List of Specifically Designated and Blocked Persons as well as the Consolidated List established and maintained by the 1267 Committee with respect to Al-Qaida, Osama Bin Laden, and the Taliban and other individuals, groups, undertakings and entities associated with them. Approximately 100k is awarded each year, usually in amounts of 5000 to 7000 per grant. Final award recommendations are presented to the Board of Trustees by the CBOT Advisory Committee members. Final reports are due 1 year after the receipt of the funds along with a final accounting of the grant funds expended. In addition, other grant funds are given by the Society to major, internationally known conservation organizations in support of their general conservation mission. These contributions are determined by Society management. They are approved by the Board either as part of the annual operating budget process or as part of a periodic spending authorization from the Societys Board Designated Conservation Fund.
Part I Line 2 contdThe Society also holds funds raised for pangolin conservation programs. A small number of research grants are awarded from these funds each year. The grants awarded from these funds are approved by the Pangolin Consortium Group. This group is composed of staff from the Society and other like-minded institutions. The group has written grant application, awarding, tracking and reporting processes in place. All grant payments approved by the group must follow the Societys established internal procedures before payment is made.
Part I Line 3, Col F, Part II Line 1, and Part III All expenditures are reported using the accrual method of accounting.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
Community Counselling Service Co LLC
527 Madison Ave Fifth FloorNew YorkNY10022fundraising consultingfalse$506,550
Miles River Direct
19 Boardman LaneHamiltonMA01982fundraising consultingfalse$17,000
FieldValueIRS element (for citing)
Total Retained By Contractors$523,550TotalRetainedByContractorsAmt
Licensed StatesFLLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Whirl GalaEvent1Nm
Gross Receipts Event1$1,719,325GrossReceiptsEvent1Amt
Charitable Contri Event1$1,596,075CharitableContriEvent1Amt
Gross Revenue Event1$123,250GrossRevenueEvent1Amt
Non Cash Prizes Event1$986NonCashPrizesEvent1Amt
Rent Facility Costs Event1$45,787RentFacilityCostsEvent1Amt
Food And Beverage Event1$127,752FoodAndBeverageEvent1Amt
Entertainment Event1$14,000EntertainmentEvent1Amt
Other Direct Expenses Event1$238,683OtherDirectExpensesEvent1Amt
Event2Conservation Leadership Awards DinnerEvent2Nm
Gross Receipts Event2$338,350GrossReceiptsEvent2Amt
Charitable Contri Event2$313,150CharitableContriEvent2Amt
Gross Revenue Event2$25,200GrossRevenueEvent2Amt
Rent Facility Costs Event2$16,121RentFacilityCostsEvent2Amt
Food And Beverage Event2$61,802FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$31,399OtherDirectExpensesEvent2Amt
Other Events Total6OtherEventsTotalCnt
Gross Receipts Other Events$407,228GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$284,471CharitableContriOtherEventsAmt
Gross Revenue Other Events$122,757GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$1,600RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$90,607FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$126,135OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,464,903GrossReceiptsTotalAmt
Charitable Contributions Tot$2,193,696CharitableContributionsTotAmt
Gross Revenue Total Events$271,207GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$986NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$63,508RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$280,161FoodAndBeverageTotalEventsAmt
Entertainment Total Events$14,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$396,217OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$754,872DirectExpenseSummaryEventsAmt
Net Income Summary-$483,665NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$28,814GrossRevenueOtherGamingAmt
Non Cash Prizes Other Gaming$2,020NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$25OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingYes (true)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming0.16000VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$28,814GrossRevenueTotalGamingAmt
Non Cash Prizes Total Gaming$2,020NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$25OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$2,045DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$26,769NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Own Facility0.50000GamingOwnFacilityPct
Gaming Other Facility0.50000GamingOtherFacilityPct
Individual With BooksH BilcerIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line13300 Golf RdAddressLine1Txt
CityBrookfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60513ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd
Gaming Manager PersonC BrueggemannGamingManagerPersonNm
Gaming Manager Compensation$1,433GamingManagerCompensationAmt
Gaming Manager Services ProvAs Sr. VP of Development, Ms. Brueggemann spent a small portion of her time supervising raffles.GamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Pangolin Conservation and Research Foundation
21095 State Rt 245MarysvilleOH43040920508206501c3$15,500Pangolin Conservation
Florida International University
11200 SW 8th St 5th FloorMiamiFL33199237047106501c3$7,000Pangolin Conservation
Zoo & Aquarium Video Archive
833 W Gunnison StChicagoIL60640932725322501c3$5,330Conservation Education
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEduc. Scholarship for Conservation EducationGrantTypeTxt
Recipient5RecipientCnt
Cash Grant$25,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I Line 2FormAndLineReferenceDesc
ExplanationCZS awards grants and assistance through a variety of programs. For awards under the CBT ESF and Pangolin Conservation Programs, as well as general contributions to major conservation organizations, see details in Schedule F, part V. CZS also provides grants and assistance through its educational scholarship programs. CZS maintains records to substantiate amounts, elegibility and selection criteria. Procedures are in place to monitor grants to ensure they are used for proper purposes including, where applicable, periodic reporting by the grantee.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
Dr Michael Adkesson
President and CEO$508,116$120,000$54,035$114,821$42,467$839,439
David E Burns
Chief Financial and Admin. Officer$363,165$11,500$4,082$6,750$28,390$413,887
Cathleen Brueggemann
Sr. VP Development$298,170$15,000$467$2,609$12,123$328,369
Dr Sathya K Chinnadurai
Sr. VP Animal Health Welfare$203,772$3,000$350$6,374$41,560$255,056
Jennifer L Baader
Sr. VP Govt AffairsCommunity Pgms$201,757$3,000$667$5,304$27,725$238,453
Sandra L Dornhecker
Sr. VP Human Resources$175,617$3,000$9,760$3,068$27,582$219,027
Mary A Cronin
Master Planning Coordinator$351,523$1,250$7,654$360,427
Leah Rippe
VP Marketing Communications$188,293$2,000$3,512$5,869$18,648$218,322
Jerome E Johnston
VP Guest Services Operations$176,048$2,000$5,457$5,401$7,872$196,778
Heather Bilcer
VP Finance$176,598$2,000$1,726$4,592$1,351$186,267
Melissa Lewkowich
VP Risk Facilities Mgmt$175,095$1,500$909$5,469$27,731$210,704

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Line Line 1aAs provided for in the executive employment agreement approved by the Board of Trustees, the President received a housing allowance and a gross up payment equivalent to the tax obligation for the value of the Society provided life insurance. Both were treated as taxable compensation to the President.
Part I Line Line 1aThe Society paid for Chicago Club and Economic Club of Chicago dues for the President. These organizations were only used for business purposes and were not treated as taxable compensation.
Part I Line Line 4bDuring fiscal year 2024, the Society established a non qualified 457f Plan for select management employees. As provided for in the executive employment agreement and as approved by the Board of Trustees, two deferred contributions were made to the Plan during fiscal year 2024 on behalf of the President totaling 110,000.
Part I Line Line 7As indicated in Schedule J part II, certain individuals received bonuses based on performance and the financial results of the organization. The Presidents total bonus amount represents two separate bonuses received in fiscal year 2024 for performance in the two prior fiscal years. All full-time non union employees received a lump sum bonus based on strong recent financial results. All bonuses were approved by the Board of Trustees.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Village of Brookfield Cook County ILBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN366005807BondIssuerEIN
CUSIP112732AAOCUSIPNum
Bond Issued2008-06-18BondIssuedDt
Issue Price$39,850,000IssuePriceAmt
PurposeConstruction and renovation of certain buildings and exhibitsPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$10,930,000RetiredAmt
Total Proceeds$39,850,000TotalProceedsAmt
Capitalized Interest$595,445CapitalizedInterestAmt
Issuance Costs From Proceeds$296,598IssuanceCostsFromProceedsAmt
Capital Expenditures$30,539,559CapitalExpendituresAmt
Refunding Tax Exempt BondsfalseRefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
No Rebate DueYes (true)NoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecYes (true)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1The Northern Trust CoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge0000000010.000000000000TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II Line 11ASome proceeds of the bonds were used to retire a portion of the bonds as reported in Part II, Line 1A
Part IV Line 2cColumn A The rebate calculation was performed by an independent rebate consultant in March 2013 indicating no rebate was due and advising that as long as all assumptions remained true it was no longer necessary to compute excess with respect to these bonds.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jay BergmanFirst Secure Bank & Trust CoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgTrusteeRelationshipWithOrgTxt
Loan PurposeConstructionLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$1,571,313OriginalPrincipalAmt
Balance Due$1,571,313BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$1,571,313TotalBalanceDueAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II Line 1FormAndLineReferenceDesc
ExplanationMr. Bergman, a Trustee on the Societys Board, owns greater than 35 stock in First Secure Bank Group, Inc., which owns 100 of First Secure Bank and Trust Company. During FY24, The Society entered into a construction and term loan agreement with First Secure Bank and Trust Company. The loan terms and interest rate are comparable or more favorable than market rates. This financing transaction followed the Societys established procurement and financing policies and was approved by the Board of Trustess.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,500NoncashContributionsRptF990Amt
Method Of Determining Revenuesselling priceMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution18ContributionCnt
Noncash Contributions Rpt F990$874,479NoncashContributionsRptF990Amt
Method Of Determining Revenuesprice of stock on gift dateMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$25,204NoncashContributionsRptF990Amt
Method Of Determining Revenuesvendor estimated valueMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution56ContributionCnt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Operating Supplies24$34,309cost or selling price
Yes (X)Charity Auction items74$121,253cost or selling price
Yes (X)Charity Raffle items4$2,020cost or selling price
Yes (X)Charity Fundraiser supplies2$986cost or selling price
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Line Line 32bThe Society has an agreement with IDonate to process certain non cash donations on behalf of the Society. Donors donate their items to IDonate Foundation/Servant Foundation, a 501c3 organization, who sells the items, retains a commission and issues a cash grant to the Society for the remainder.
Part I Line 33Securities Current year contributions of stock which represent payments on pledges recorded as contribution in a previous year are not included in the revenue shown on Form 990, Part VIII, Line 1g. Stock gifts which represent payments of Conditional Contributions for which the conditions for revenue recogntion have not yet been met are also not included in the revenue shown on Form 990, Part VIII, Line 1g.
Part I Line 33Collection Items/Scientific Specimens A zero dollar amount was reported on Form 990, Part VIII, Line 1g because the Society does not capitalize its collection, as allowed under SFAS 116.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 1AThe fiscal, general oversight, and policies of the Society are vested in a Board of not more than 58 Trustees. As of March 31, 2024, there were 43 voting Trustess. The elected Officers of the Board, the chairs of the standing committees and such other Trustees as may be appointed by the Chairman constitute the Executive Committee. The Executive Committee has the power to transact all regular business of the Society during the period between the regular Board meetings.
Form 990, Part VI, Section A, Line 3All restaurant, retail and catering operations are outsourced to a third party service provider.
Form 990, Part VI, Section A, Line 6The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Exectuive Committee. Governing Members are chosen by the Nominating Committee of the Board of Trustees and voted on by the full Board of Trustees.
Form 990, Part VI, Section A, Line 7AThe membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on the Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Govenance Committee of the Board of Trustees and voted on by the full Board of Trustees.
Form 990, Part VI, Section B, Line 11BThe IRS Form 990 is prepared by Societys management and reviewed and signed by the Societys tax advisor. The Form 990, excluding Schedule B, is also reviewed by the Audit Committee of the Board of Trustees. A copy of the entire final version of the form, excluding Schedule B, is also made available to the Board of Trustees prior to filing with the IRS. Schedule B is excluded from Audit Committee and Board of Trustee review to honor the wishes of certain large donors who wish to remain anonymous in their giving.
Form 990, Part VI, Section B, Line 12CAnnually, a conflict of interest form is sent out to all members of the Board of Trustess, Key Employees and any employee with purchasing authority. The form covers potential conflicts through financial interests, use of Society services, priviledged information and representation of Society interests. It also covers specific disclosures required by the IRS Form 990 and the Illinois AG990IL. Board of Trustees responses are reviewed by the Secretary of the Board and the Chief Financial and Admin. Officer who together determine if a conflict exists. Employee responses are reviewed by the Sr. VP Human Resources and the Chief Financial and Admin. Officer. Any conflicts are addressed to ensure that all internal procedures are followed for any transactions with that individual and that all items requiring disclosure are properly noted. Any Board members with a conflict must abstain from voting on decisions involving the transaction in question. Any transactions entered into with interested parties follow the Societys established procurement policies and are provided at rates competitive with market rates.
Form 990, Part VI, Section B, Line 15A and 15BThe Societys policy for approval of compensation arrangements with officers and certain senior employees requires review and approval of the compensation arrangement by the Executive Committee of the Board, excluding anyone who is related to or under the control of the person involved in the arrangement. The Committee relies on appropriate comparability data which indicates the types and levels of similar compensation and benefit packages for similar positions provided by similar organizations. The Committee documents the basis for its determination of the reasonableness of compensation. This process is done annually for the President, Chief Financial and Admin Officer and the Sr. VP Development in any year where there is an increase in compensation.
Form 990, Part VI, Section C, Line 19Governing documents are available through applicable governmental agencies the conflict of interest policy and financial statements are available upon written request to the Society.
Form 990, Part XI, Line 9Other Changes in net assets or fund balances Changes in Post Retirement Benefits not yet recognized in operations -96,185 change in market value of swap agreements -47,859 change in pledge reserve -2,703,016 rounding and other 2983.

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