2023-05-15T17:38:36-05:00 2022-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2021-07-01 860174843 ARIZONA CENTER FOR NATURE CONSERVATION ARIZ 6022731341 455 N GALVIN PARKWAY PHOENIX AZ 85008 BONNIE MENDOZA CFO 6022731341 2023-05-15 1 BONNIE MENDOZA 999009999 COLETTE KAMPS CPA P00367616 4808394900 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z THE PHOENIX ZOO NORBERTO J CASTRO 455 N GALVIN PARKWAY PHOENIX AZ 85008 47739770 0 X WWW.PHOENIXZOO.ORG X 1961 AZ THE ARIZONA CENTER FOR NATURE CONSERVATION ADVANCES THE STEWARDSHIP AND CONSERVATION OF ANIMALS AND THEIR HABITATS WHILE PROVIDING EXPERIENCES THAT INSPIRE PEOPLE AND MOTIVATE THEM TO CARE FOR THE NATURAL WORLD. 28 28 506 302 171854 129366 7121976 16670562 21494217 29449268 670665 738729 -77659 215300 29209199 47073859 54285 144698 0 0 14297425 18507880 3200 5000 3113910 9807527 11880985 24162437 30538563 5046762 16535296 73224501 88986342 6442587 8490189 66781914 80496153 THE ARIZONA CENTER FOR NATURE CONSERVATION ADVANCES THE STEWARDSHIP AND CONSERVATION OF ANIMALS AND THEIR HABITATS WHILE PROVIDING EXPERIENCES THAT INSPIRE PEOPLE AND MOTIVATE THEM TO CARE FOR THE NATURAL WORLD. 0 0 24551106 144698 29418990 THE ARIZONA CENTER FOR NATURE CONSERVATION OPERATES THE PHOENIX ZOO, A 126-ACRE ZOOLOGICAL PARK, WITHIN PAPAGO PARK, WITH OVER 3,000 ANIMALS IN EXHIBITIONS, AND PARTICIPATES IN WORLDWIDE SPECIES SURVIVAL PLANS. THROUGH ECOSYSTEM EXHIBITION, EDUCATION AND CONSERVATION, THE ZOO SERVES VISITORS WITH A MISSION TO PROVIDE EXPERIENCES THAT INSPIRE PEOPLE AND MOTIVATE THEM TO CARE FOR THE NATURAL WORLD. (CONTINUED ON SCHEDULE O)WITH A FOCUS ON EXPERIENTIAL LEARNING, THE ZOO ALSO CONDUCTS A VARIETY OF EDUCATIONAL ACTIVITIES WITH CHILDREN AS THEIR PRIMARY AUDIENCE TO EMPHASIZE CARING RELATIONSHIPS, PERSONAL RESPONSIBILITY, AND ACTION TO CONSERVE ANIMALS AND NATURE IN GENERAL. 24551106 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 70 0 506 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X BONNIE MENDOZA 6022731341 455 N GALVIN PARKWAY PHOENIX AZ 85008 CYNTHIA AGUILAR TRUSTEE 1.00 X 0 0 0 BRIAN BAEHR TRUSTEE 1.00 X 0 0 0 MARTY BARRETT TRUSTEE 1.00 X 0 0 0 JEAN C BINGHAM TRUSTEE 1.00 X 0 0 0 MICHAEL BLAIRE TRUSTEE 1.00 X 0 0 0 RICHARD B BURNHAM TRUSTEE 1.00 X 0 0 0 JOELLEN DOORNBOS TRUSTEE EMERITUS 1.00 X 0 0 0 JULIE GABLE TRUSTEE 1.00 X 0 0 0 DAVID HAWORTH TRUSTEE 1.00 X 0 0 0 LINDA HAYES TRUSTEE 1.00 X 0 0 0 MICHAEL JOHNSON TRUSTEE 1.00 X 0 0 0 CRAIG KRUMWIEDE TRUSTEE 1.00 X 0 0 0 DAWN MEIDINGER TRUSTEE 1.00 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RECEIVABLE 1027837 6216257 X PART V, LINE 4: ACNC HAS ALLOWED FOR APPROPRIATING FOR DISTRIBUTION EACH YEAR UP TO 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE CALENDAR YEAR-END PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, ACNC CONSIDERED THE LONGTERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE ACNC'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: ACNC RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2022, ACNC HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 UKRAINE 0 0 PROGRAM SERVICES UKRAINE ZOO SUPPORT 10000 ISRAEL 0 0 PROGRAM SERVICES EURASIAN GRIFFON VULTURE CONSERVATION/GENERAL SUPPORT 17957 KENYA 0 0 PROGRAM SERVICES ZEBRA CONSERVATION 5000 UNITED KINGDOM 0 0 PROGRAM SERVICES LION CONSERVATION 5000 BRAZIL 0 0 PROGRAM SERVICES GIANT ARMADILLO & ANTEATER CONSERVATION 10000 MALAYSIA 0 0 PROGRAM SERVICES ELEPHANT CONSERVATION 5000 COSTA RICA 0 0 PROGRAM SERVICES JAGUAR CONSERVATION 12200 0 0 0 0 0 0 65157 0 65157 UKRAINE UKRAINE ZOO SUPPORT 10000 0 ISRAEL EURASIAN GRIFFON VULTURE CONSERVATION AND PROGRAM SUPPORT 17957 0 COSTA RICA JAGUAR CONSERVATION 12200 0 BRAZIL GIANT ARMADILLO @ANTEATER CONSERVATION 10000 0 3 1 0 0 0 0 0 0 PART I, LINE 2: AS PART OF THE GRANTING PROCESS, IF ACNC IS NOT DIRECTLY INVOLVED IN THE PROJECT, ACNC REQUIRES THE GRANTEE TO PROVIDE ANNUAL REPORTING PACKAGES THAT INCLUDE DESCRIPTIONS OF OUTCOMES AS SPECIFIED IN THE GRANT AGREEMENT. PART I, LINE 3: EXPENDITURES ARE DIRECT GRANTS TO SPECIFIC PROJECTS. PART III ACCOUNTING METHOD: WILDLIGHTS FOR WILDLIFE 249385 137407 111978 84166 22102 1825 16063 ZOO MOVE & GROOVE 108976 60826 48150 21281 10350 15350 358361 198233 160128 105447 32452 1825 31413 171137 -11009 18620 0 18620 18620 AZ 0 IN ARIZONA, A NONPROFIT ORGANIZATION THAT HAS BEEN IN EXISTENCE FOR AT LEAST ONE YEAR IS NOT REQUIRED TO BE LICENSED TO CONDUCT A RAFFLE. 0 0 0 1.00000 BONNIE MENDOZA 455 N GALVIN PARKWAY PHOENIX AZ 85008 0 AMY SUTHERLAND 0 ACNC'S SPECIAL EVENTS & INSTALLATIONS MANAGER COORDINATES RAFFLES CONDUCTED, HOWEVER THIS ASPECT OF HER JOB IS NEGLIGIBLE WITH NO ASSOCIATED PAY DIRECTLY ATTRIBUTED TO THESE TASKS. X 0 1 ASSOCIATION OF ZOOS & AQUARIUMS PO BOX 67071 PHOENIX AZ 85082 550526930 3 25000 0 AZA SAFE CONTRIBUTION ASSOCIATION OF ZOOS & AQUARIUMS PO BOX 67071 PHOENIX AZ 85082 550526930 3 10000 0 SAFE ENDOWMENT FUND CONTRIBUTION MINNESOTA ZOO FOUNDATION 13000 ZOO BOULEVARD APPLE VALLEY MN 55124 510147653 3 10000 0 TIGER CONSERVATION SOYSAMBU CONSERVANCY USA PO BOX 681 SAN ANGELO TX 76902 811178197 3 9000 0 LIVESTOCK CONSERVATION/ENCLOSURES 4 STAFF CONSERVATION GRANT 3 5726 PART I, LINE 2: AS PART OF THE RECIPIENTS ACCEPTANCE OF THE FUNDING FROM ACNC THEY AGREE TO PROVIDE DETAILED REPORTS AT SET POINTS THROUGHOUT THE PROJECT BEING FUNDED AS DEEMED NECESSARY, AND AT A MINIMUM AT THE CONCLUSION OF THE PROJECT. X X X X 0 1 0 0 0 0 0 0 0 NORBERTO CASTRO PRESIDENT/CEO 401413 0 88750 0 0 0 30800 0 21168 0 542131 0 0 0 BONNIE MENDOZA COO/CFO 251750 0 45696 0 0 0 16970 0 21121 0 335537 0 0 0 GARY WEST SVP ANIMAL HEALTH & COLLEC 230425 0 41616 0 0 0 4922 0 25613 0 302576 0 0 0 RUTH ALLARD SVP CONSERVATION & EDUCATI 186796 0 34680 0 0 0 4534 0 25321 0 251331 0 0 0 LORRAINE FRIAS SVP OF DEVELOPMENT 173641 0 30600 0 0 0 11717 0 20774 0 236732 0 0 0 CHRISTINE LOWERY-NUNEZ CAO 172003 0 28152 0 0 0 3114 0 14956 0 218225 0 0 0 JOSEPH WILKES SVP OF FACILITIES & CONSTRUCTION 138131 0 24000 0 0 0 9893 0 8447 0 180471 0 0 0 DAVID LONCALA VP OF FINANCE & ACCOUNTING 124375 0 11500 0 0 0 2777 0 24754 0 163406 0 0 0 PART I, LINE 3 EACH YEAR, THE ACNC EXECUTIVE COMMITTEE OF THE BOARD WILL OBTAIN RESEARCH AND INFORMATION TO FACILITATE ANY ADJUSTMENT TO THE COMPENSATION OF THE PRESIDENT/CEO. THE COMMITTEE WILL SECURE DATA FROM AT LEAST FOUR SOURCES FROM AT LEAST TWO OF THE FOLLOWING: SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; DOCUMENTED CONVERSATIONS ABOUT SIMILAR POSITIONS, AND INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. TO APPROVE THE COMPENSATION PACKAGE, THE COMMITTEE MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. ONCE APPROVED BY THE EXECUTIVE COMMITTEE, THE PROPOSED COMPENSATION PACKAGE IS INCORPORATED WITHIN THE ANNUAL BUDGET FOR REVIEW, FIRST BY THE FINANCE COMMITTEE OF THE BOARD, FOLLOWED BY THE FULL ACNC BOARD OF TRUSTEES FOR DOCUMENTED VOTE AND APPROVAL. PART I, LINE 4B THE CEO, SVPS AND VPS OF ACNC PARTICIPATE IN 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. ACNC CONTRIBUTED $126,231 IN THE FISCAL YEAR. HARRY PAPP MEMBER OF ACNC BOARD OF TRUSTEES 0 TRUSTEE SERVES ON THE BOARD OF DIRECTORS OF BLUE CROSS BLUE SHIELD OF ARIZONA (BCBS) WHO SERVES AS THE INSURANCE PROVIDER FOR ACNC. THE AMOUNTS PAID TO BCBS DURING FY '22. TOTALED $2,340,212. MR. PAPP DID NOT PERSONALLY RECEIVE ANY AMOUNTS FROM THIS TRANSACTION. 0 X 1 38693 FMV X EVENT SUPPLIES 238 93926 FMV X DONATED AUCTION ITEMS 226 84166 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION SHALL HAVE VARIOUS CLASSES OF MEMBERSHIP COMPRISED OF INDIVIDUALS AND ORGANIZATIONS ("MEMBERS") WHO SUBSCRIBE TO THE PURPOSES AND BASIC POLICIES OF ACNC AND WHOSE ADMISSION WILL CONTRIBUTE TO THE CORPORATION'S ABILITY TO CARRY OUT ITS CHARITABLE AND EDUCATIONAL PURPOSES. PERSONS SHALL BE ELIGIBLE FOR MEMBERSHIP UPON APPROVAL OF THEIR MEMBERSHIP APPLICATIONS BY THE BOARD OF TRUSTEES AND UPON TIMELY PAYMENT OF SUCH DUES AND FEES AS THE BOARD OF TRUSTEES MAY FIX FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN THE SUPPORTING MEMBERSHIPS LEVELS, AS DEFINED BY THE BOARD, SHALL HAVE THE RIGHT TO VOTE ON THE ELECTION OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS IN THE SUPPORTING MEMBERSHIP LEVELS, AS DEFINED BY THE BOARD, SHALL HAVE THE RIGHT TO VOTE ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF ACNC, ANY MERGER WITH ANOTHER ORGANIZATION AND THE PRINCIPAL TERMS OF SUCH, DISSOLVING THE CORPORATION, AMENDING OF THE ACNC ARTICLES OF INCORPORATION OR BYLAWS, AND SUCH OTHER MATTERS AS ARE SET FORTH IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING. ALSO, THE FORM 990 WILL BE PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH REQUIRES BOARD MEMBERS AND EMPLOYEES TO INFORM THE BOARD OF TRUSTEES OF ANY POTENTIAL CONFLICT OF INTEREST BEFORE TRANSACTIONS ARE PERFORMED. BOARD MEMBERS ARE ALSO REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE ANY POTENTIAL OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: SEE SCHEDULE J PART III SUPPLEMENTAL INFORMATION LINE 15B: THE HUMAN RESOURCE DEPARTMENT CONDUCTS A BRIEF ANNUAL REVIEW OF WAGES OF KEY EMPLOYEES USING DATA FROM FORM 990 FILINGS AND SALARY SURVEYS, AND PERFORMS A THOROUGH MARKET COMPARISON OF ALL BENCHMARKED POSITIONS AT LEAST EVERY THREE YEARS, COMPARING A MINIMUM OF THREE COMPARABLE WAGES, CONSIDERING JOB RESPONSIBILITIES, AS WELL AS REGIONAL COST OF LIVING ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 THE ACNC'S FORMS 990, AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORTS ARE ACCESSIBLE ON THE ORGANIZATION'S WEBSITE AT PHOENIXZOO.ORG. THE ACNC'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE GENERALLY MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENT -828,074. PHOENIX ZOO HOLDINGS LLC 455 N GALVIN PKWY PHOENIX AZ 85008 TO FACILITATE THE ACCEPTANCE AND EVENTUAL SALE OF DONATED REAL ESTATE. AZ 0 0 ARIZONA CENTER FOR NATURE CONSERVATION THE PHOENIX ZOO AUXILIARY 455 N GALVIN PKWY PHOENIX AZ 85008 201917394 SUPPORT ACNC AZ 501(C)(3) LINE 12D, III-O NONE 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0