2023-03-22T16:08:53-05:00 2022-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2021-07-01 043129124 COMMONWEALTH ZOOLOGICAL CORPORATION D/B/A ZOO NEW ENGLAND COMM 6179892000 ONE FRANKLIN PARK ROAD BOSTON MA 02121 JOHN J LINEHAN PRESIDENT & CEO 6179892000 2023-03-15 1 JOHN LINEHAN 999009999 BRENDA L BOOTH P01342395 6177610600 2023-03-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JOHN J LINEHAN ONE FRANKLIN PARK ROAD BOSTON MA 02121 31034666 0 X WWW.ZOONEWENGLAND.ORG X 1991 MA TO PROVIDE ALL ADMINISTRATIVE AND OTHER SERVICES AND SUPPORT REQUIRED OR CONTEMPLATED BY CHAPTER 92B OF THE MASSACHUSETTS GENERAL LAWS TO THE FRANKLIN PARK ZOO AND THE WALTER D. STONE MEMORIAL ZOO, TO ANY OTHER AGENCY OR ENTITY REFERENCED THEREIN, AND ACT INDEPENDENTLY IN CONNECTION WITH ZOOLOGICAL MATTERS. FURTHERMORE, ZOO NEW ENGLAND'S MISSION IS TO INSPIRE PEOPLE TO PROTECT AND SUSTAIN THE NATURAL WORLD FOR FUTURE GENERATIONS BY CREATING FUN AND ENGAGING EXPERIENCES THAT INTEGRATE WILDLIFE AND CONSERVATION PROGRAMS, RESEARCH, AND EDUCATION. 24 24 311 467 0 0 12920609 19151922 8441480 10402796 73507 -17695 702915 545788 22138511 30082811 79500 105871 0 0 10778704 11753788 0 0 1002050 8699680 11375139 19557884 23234798 2580627 6848013 47681141 53681720 6190476 3427140 41490665 50254580 X TO PROVIDE ALL ADMINISTRATIVE AND OTHER SERVICES AND SUPPORT REQUIRED OR CONTEMPLATED BY CHAPTER 92B OF THE MASSACHUSETTS GENERAL LAWS TO THE FRANKLIN PARK ZOO AND THE WALTER D. STONE MEMORIAL ZOO, TO ANY OTHER AGENCY OR ENTITY REFERENCED THEREIN, AND ACT INDEPENDENTLY IN CONNECTION WITH ZOOLOGICAL MATTERS. FURTHERMORE, ZOO NEW ENGLAND'S MISSION IS TO INSPIRE PEOPLE TO PROTECT AND SUSTAIN THE NATURAL WORLD FOR FUTURE GENERATIONS BY CREATING FUN AND ENGAGING EXPERIENCES THAT INTEGRATE WILDLIFE AND CONSERVATION PROGRAMS, RESEARCH, AND EDUCATION. 0 0 5260085 8920282 GUEST SERVICESIN FY 22, ZOO NEW ENGLAND EXPERIENCED AN INCREASE IN DAYTIME ATTENDANCE WITH 841,172 VISITORS COMPARED TO 641,448 VISITORS IN FY 21. FRANKLIN PARK ZOO'S TOTAL DAYTIME ATTENDANCE REACHED 497,627, AN INCREASE OF 148,712 FROM 348,915 IN FY 21. STONE ZOO'S DAYTIME ATTENDANCE REACHED 343,545, AN INCREASE OF 51,012 FROM 292,533 IN FY 21. TOTAL FY 22 ATTENDANCE FOR ZOOLIGHTS (STONE ZOO'S EVENING HOLIDAY LIGHT SHOW) WAS 102,433, AN INCREASE OF 39,943 COMPARED TO 62,490 IN FY 21. TOTAL FY 22 ATTENDANCE FOR BOSTON LIGHTS: A LANTERN EXPERIENCE (FRANKLIN PARK ZOO'S EVENING SUMMER/FALL LANTERN EXPERIENCE) WAS 205,568, AN INCREASE OF 20,408 COMPARED TO 185,160 IN FY21. TOTAL OVERALL ATTENDANCE, INCLUSIVE OF ZOOLIGHTS AND BOSTON LIGHTS IN FY 22, WAS 1,149,173, AN INCREASE OF 260,075 VISITORS COMPARED TO 889,098 IN FY 21. FY 22 WAS A RECORD-SETTING ATTENDANCE YEAR FOR ZNE. 5839943 105871 0 ANIMAL CARE AND EXHIBITSAS OF JUNE 30, 2022 FRANKLIN PARK ZOO FEATURES 60 PUBLIC ANIMAL EXHIBITS AND STONE ZOO FEATURES 44. ZOO NEW ENGLAND IS HOME TO 1,690 ANIMALS REPRESENTING 198 SPECIES. SIGNIFICANT ACQUISITIONS AT FRANKLIN PARK ZOO AND STONE ZOO INCLUDED GOLDEN PHEASANT, GUINEA HOGS, DEXTER COWS, FENNEC FOX, VARIOUS CICHLID SPECIES, SICILIAN DONKEY, AMERICAN MINIATURE AND MORGAN HORSE, CHINCHILLA, NUBIAN GOAT, SOUTHDOWN SHEEP, AND NIGERIAN DWARF GOAT. 1291764 311321 EDUCATION/ TEENS AND COMMUNITY RELATIONS WHILE COVID-19 ADVERSELY AFFECTED SCHOOL GROUP ATTENDANCE IN FY 21, IN FY 22 SCHOOL GROUP ATTENDANCE DRAMATICALLY INCREASED. CHAPTER 92B OF THE ACTS OF 1992 OF THE MASSACHUSETTS GENERAL LAWS PROVIDES THAT THE ZOOS WILL ADMIT MASSACHUSETTS SCHOOL GROUPS AT NO CHARGE. FIELD TRIPS TO THE ZOO ARE AN OPPORTUNITY FOR STUDENTS TO LEARN MORE ABOUT SCIENCE, WILDLIFE AND CONSERVATION. IN FY 22, SCHOOL GROUP ATTENDANCE WAS 47,216, WHICH IS A 282% INCREASE OVER SCHOOL GROUP ATTENDANCE OF 12,357 IN FY 21.THROUGHOUT FY 22, THE EDUCATION DEPARTMENT FACILITATED MORE THAN 1,100 ACTIVITIES AND PROGRAMS THAT ENGAGED OVER 80,000 PARTICIPANTS. 6688085 1171193 EXPENSES INCURRED FOR FACILITIES AND GROUNDS INCLUDE SALARIES, FRINGE BENEFITS, UTILITIES, INSURANCE AND REPAIRS AND MAINTENANCE WHICH ENABLE ZOO NEW ENGLAND TO OPERATE IN A COMFORTABLE, SAFE AND PROTECTIVE ENVIRONMENT FOR STAFF AND VISITORS TO THE ZOOS. 6688085 1171193 19079877 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 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 62 0 1 311 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SAT HARIPRASAD - DIR OF FINANCE 6173795180 ONE FRANKLIN PARK ROAD BOSTON MA 02121 COLIN VAN DYKE CHAIR 1.00 X X 0 0 0 THOMAS TINLIN VICE CHAIR 1.00 X X 0 0 0 PETER WILSON TREASURER 1.00 X X 0 0 0 CLAUDIA RICHTER MD DIRECTOR 1.00 X 0 0 0 DOUGLAS LOBER DIRECTOR 1.00 X 0 0 0 CARLINE DUROCHER DIRECTOR 1.00 X 0 0 0 GORDON CARR DIRECTOR 1.00 X 0 0 0 KATE GUEDJ DIRECTOR 1.00 X 0 0 0 KATHLEEN VIEWEG DIRECTOR 1.00 X 0 0 0 RORY BROWNE DIRECTOR 1.00 X 0 0 0 DAVE PORTER DIRECTOR 1.00 X 0 0 0 MARK GIOVINO DIRECTOR 1.00 X 0 0 0 MARK KELLEY DIRECTOR 1.00 X 0 0 0 PETER ROBERTS DIRECTOR 1.00 X 0 0 0 RONNIE KANAREK DIRECTOR 1.00 X 0 0 0 RUTH ELLEN FITCH DIRECTOR 1.00 X 0 0 0 THOMAS FEELEY DIRECTOR 1.00 X 0 0 0 JANICE HOUGHTON DIRECTOR 1.00 X 0 0 0 CHRISTY KESWICK DIRECTOR 1.00 X 0 0 0 LORENDA LAYNE DIRECTOR 1.00 X 0 0 0 ERROL NORWITZ DIRECTOR 1.00 X 0 0 0 LINDA SANGIACOMO DIRECTOR 1.00 X 0 0 0 LEEANN HORNER VICE CHAIR 1.00 X X 0 0 0 JOHN LINEHAN PRESIDENT 40.00 X 154759 0 37768 ROBERT CHABOT COO 40.00 X 149147 0 37599 CYNTHIA MEAD VP - OUTREACH 40.00 X 140035 0 15859 DAVID CARON VP - DEVELOPMENT 40.00 X 119902 0 36715 ERIC BAITCHMAN VP - CONSERVATION 40.00 X 120310 0 36727 MAURA LUCIA CELLI VP - ANIMAL CARE 40.00 X 108319 0 15619 BROOK WARDROP VP - COMMUINCATION 40.00 X 99854 0 36113 SATNARINE HARIPRASAD DIRECTOR OF FINANCE 40.00 X 119852 0 36482 JENNIFER DAVIS CAIN DIRECTOR OF HR 40.00 X 106563 0 15570 KEVIN MILHOMME CORP SPONSORSHIP MANAGER 40.00 X 125745 0 3772 JOHN ANDERSON DIRECTOR OF EDUCATION 40.00 X 104482 0 5049 CHRISTOPHER BONAR SENIOR VETERINARIAN 40.00 X 100776 0 10923 1449744 0 288196 11 0 1 0 GABRIEL GROUP PO BOX 1000 SOUTHEASTON PA 19398 CONSULTING SERVICES 361500 MILES RIVER DIRECT 19 BOARDMAN LANE HAMILTON MA 01982 CONSULTING SERVICES 158012 SALEM INFORMATION 85 EXCHANGE STREET SUITE L 12 LYNN MA 01901 INFORMATION SERVICES 122346 MARLO MARKETING 33 CONGRESS STREET SUITE 534 BOSTON MA 02210 PR SERVICES 111886 4 633 3215773 592557 10670101 4672858 125081 19151922 ZOO ADMISSIONS 900099 8920282 8920282 MISCELLANEOUS PROGRAMS 900099 1482514 1482514 10402796 10959 10959 634610 663264 -28654 -28654 -28654 227794 592557 288591 -60797 -60797 CONCESSION INCOME 900099 606585 606585 606585 30082811 10402796 0 528093 X 105871 105871 1108726 403693 485595 219438 8345676 6934691 1174031 236954 203990 169835 20517 13638 1427000 1188073 143526 95401 668396 556484 67227 44685 136960 136960 1910 1810 100 1266468 1266468 134850 91755 27419 15676 1743264 1675681 58637 8946 18461 1641 16653 167 2664875 2625435 32245 7195 341425 151421 190004 MISCELLANEOUS 2413537 1479919 576327 357291 REPAIRS & MAINTENANCE 637806 637323 483 ANIMAL FEED 480605 480605 SPECIAL EVENTS 461047 434760 26287 0 1073931 874412 196860 2659 23234798 19079877 3152871 1002050 1074164 638737 17384424 10756603 1612008 5983951 85761 84126 88183 55482 286352 107768 55056720 24409353 23486423 30647367 199859 2115341 3463967 3292345 47681141 53681720 3564462 3030449 414576 152569 1915902 0 295536 244122 6190476 3427140 X 32415415 44030816 9075250 6223764 41490665 50254580 47681141 53681720 X 6848013 1915902 X 0 1 X 1 0 X 12486105 13618536 22036537 12920609 19151922 80213709 12486105 13618536 22036537 12920609 19151922 80213709 3787168 76426541 34501 70938 100796 11950 10959 229144 304700 337234 305024 300896 606585 1854439 82297292 36386994 0.92870 0.90110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 75523 0 0 75523 0 PART II-B, LINE 1: CERTAIN EMPLOYEES MAY SEEK OUT LEGISLATORS TO SECURE FUTURE FUNDING FOR THE ZOOS. LOBBYING ACTIVITIES BEYOND FUNDRAISING FOR THE ZOOS INCLUDE: 1. CONTROLLING THE SALE OF IVORY AND RHINO HORNS IN MASSACHUSETTS. 2. TRY TO GET MA TO JOIN POACHING COMPACT SHARING INFORMATION WITH OTHER STATES AND INDIVIDUALS CONVICTED OF POACHING WILDLIFE. LOBBYING EXPENSES LISTED ABOVE CONSIST OF THOSE EMPLOYEES SALARIES OTHER RELEVANT EXPENSES ATTRIBUTABLE TO LOBBYING. 45831636 18640065 27191571 7555604 5769288 1786316 1669480 1669480 30647367 SERVICE CONCESSION AGREEMENT 3292345 3292345 DEFERRED INFLOWS OF RESOURCES 244122 244122 X 32742869 455565 2204493 2660058 30082811 0 30082811 23978954 455565 288591 744156 23234798 0 23234798 PART X, LINE 2: THE ZOO ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ZOO HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE ZOO HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ZOO IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 288,591. GAIN ON EXTINGUISHMENT OF DEBT 1,915,902. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 288,591. ZOOTOPIA 704178 592557 111621 108600 69968 73379 ALES & TAILS 79599 79599 12578 13491 700 1 36574 36574 2982 6893 820351 592557 227794 124160 90352 74079 288591 -60797 1 SMITHSONIAN INSTITUTION 24411 NETWORK PLACE CHICAGO IL 60673 530206027 501(C)(3) 20000 0 CONSERVATION/WILD LIFE US FOR BFREE 2602 NW 6TH STREET SUITE D GAINESVILLE FL 32609 593340282 501(C)(3) 31846 0 CONSERVATION/WILD LIFE HEALTH IN HARMONY POBOX 96176 PORTLAND OR 97296 203741107 501(C)(3) 45000 0 CONSERVATION/WILD LIFE INTERNATIONAL SNOW LEOPARD TRUST 4649 SUNNYSIDE AVE N SUITE 325 SEATTLE WA 98103 911144119 501(C)(3) 9025 0 CONSERVATION/WILD LIFE 4 0 PART I, LINE 2: PROGRESS REPORTS FROM THOSE RECEIVING GRANTS FROM US ARE DUE ANNUALLY, AT MINIMUM, NOT JUST AT THE CONCLUSION. X 0 0 0 0 0 0 0 0 0 JOHN LINEHAN PRESIDENT 154759 0 0 0 0 0 4878 0 32890 0 192527 0 0 0 ROBERT CHABOT COO 149147 0 0 0 0 0 4709 0 32890 0 186746 0 0 0 ERIC BAITCHMAN VP - CONSERVATION 120310 0 0 0 0 0 3837 0 32890 0 157037 0 0 0 DAVID CARON VP - DEVELOPMENT 119902 0 0 0 0 0 3825 0 32890 0 156617 0 0 0 SATNARINE HARIPRASAD DIRECTOR OF FINANCE 119852 0 0 0 0 0 3592 0 32890 0 156334 0 0 0 CYNTHIA MEAD VP - OUTREACH 140035 0 0 0 0 0 3574 0 12285 0 155894 0 0 0 X MATERIAL 87 125081 FAIR MARKET VALUE 0 0 1 0 PART I, LINE 30B: THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. 990, PART I, LINE 5, AND 990, PART V, LINE 2A: OUT OF THE 311, 191 ARE REGULAR AND 44 ARE PART-TIME ONGOING EMPLOYEES AND THE REST, 76 EMPLOYEES, REPRESENT TURNOVER IN TERMS OF NEW HIRES, TERMINATIONS, AND SEASONAL EMPLOYEES HIRED DURING THE COURSE OF THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER RECEIVES A DRAFT COPY OF THE COMPLETED 990 FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AS THE FISCAL YEAR DRAWS TO AN END, THE DIRECTOR OF FINANCE TYPICALLY SENDS AN EMAIL OUT TO ALL MANAGERS, DIRECTORS, PRESIDENTS AND VICE PRESIDENTS REQUESTING THEM TO DISCLOSE THEIR RELATED PARTY ACTIVITIES. UPON THE DISCLOSURES RECEIVED FROM STAFF, THE AUDITORS OF OUR FINANCIAL STATEMENTS ARE NOTIFIED BEFORE THEY COMMENCE THEIR ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD QUANTIFIES THE EXTENT OF SALARY AND OTHER COMPENSATORY AMOUNTS BASED ON MARKET NORMS, THE RELEVANT DUTIES TO BE CARRIED OUT AND THE ORGANIZATION'S AFFORDABLITIY. FORM 990, PART VI, SECTION C, LINE 19 ZNE PUBLISHES ITS ANNUAL REPORT WHICH DOES NOT INCLUDE THE COMPLETE TAX FILINGS OR AUDIT REPORT, ON ITS WEBSITE FOR THE PUBLIC TO SEE. THE FORM 990, MA PC AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. ZNE DOES NOT MAKE IT'S CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. IN ADDITION, VARIOUS OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE OFFICIAL WEBSITE OF THE SECRETARY OF STATE OF MASSACHUSETTS AT: WWW.CORP.SEC.STATE.MA.US/CORP/CORPSEARCH/CORPSEARCHINPUT.ASP FORM 990, PART IX, LINE 24E EQUIPMENT & EXHIBITS: PROGRAM SERVICE EXPENSES 251,142. MANAGEMENT AND GENERAL EXPENSES 59,858. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 311,000. SUPPLIES: PROGRAM SERVICE EXPENSES 243,588. MANAGEMENT AND GENERAL EXPENSES 31,875. FUNDRAISING EXPENSES 2,659. TOTAL EXPENSES 278,122. ANIMAL HEALTH: PROGRAM SERVICE EXPENSES 163,242. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 163,242. WASTE REMOVAL: PROGRAM SERVICE EXPENSES 161,242. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,242. RENTAL: PROGRAM SERVICE EXPENSES 40,906. MANAGEMENT AND GENERAL EXPENSES 81,072. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,978. SIGNAGE: PROGRAM SERVICE EXPENSES 5,573. MANAGEMENT AND GENERAL EXPENSES 24,055. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,628. PEST CONTROL: PROGRAM SERVICE EXPENSES 5,555. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,555. ANIMAL COLLECTION: PROGRAM SERVICE EXPENSES 3,164. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,164. FORM 990, PART XI, LINE 9: GAIN ON EXTINGUISHMENT OF DEBT 1,915,902.