2023-08-11T15:48:02-05:00 2022-09-30 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2021-10-01 750991727 FORT WORTH ZOOLOGICAL ASSOCIATION INC FORT 8177597575 1989 COLONIAL PARKWAY FORT WORTH TX 76110 MEGAN DEEN CFO 8177597575 2023-08-10 1 MEGAN DEEN XXX-XX-XXXX EMILY LANDRY P01614538 8172599100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MEGAN DEEN 1989 COLONIAL PARKWAY FORT WORTH TX 76110 106096035 0 X WWW.FORTWORTHZOO.ORG X 1950 TX THE FORT WORTH ZOO IS DEDICATED TO THE CONSERVATION OF WILDLIFE. THROUGH ENTERTAINMENT AND EDUCATION PROGRAMS, THE FORT WORTH ZOO ATTRACTS, MOTIVATES, INSPIRES, AND ENGAGES THE PUBLIC IN ORDER TO PROMOTE WILDLIFE CONSERVATION LOCALLY, REGIONALLY, NATIONALLY, AND GLOBALLY. 46 46 798 200 2308101 185054 24166659 43999168 19735098 20163338 581840 554008 8215957 7059308 52699554 71775822 143800 152500 0 0 17634601 20430146 0 0 2342471 47785928 17445506 65564329 38028152 -12864775 33747670 96773959 128573398 6637265 6831690 90136694 121741708 X WITH MORE THAN 1 MILLION VISITORS ANNUALLY, THE FORT WORTH ZOO STRENGTHENS THE BOND BETWEEN HUMANS AND THE ENVIRONMENT BY PROMOTING RESPONSIBLE STEWARDSHIP OF WILDLIFE AND ENSURING DIVERSE, HIGH-QUALITY EDUCATIONAL AND ENTERTAINING FAMILY EXPERIENCES THROUGH EFFECTIVE AND EFFICIENT MANAGEMENT OF ITS RESOURCES. 0 0 14113179 152500 16171 ANIMAL AND CONSERVATION: THE LIVING ANIMAL COLLECTION INCLUDES ALMOST 600 SPECIES AND NEARLY 7,000 INDIVIDUAL SPECIMENS OF MAMMALS, BIRDS, REPTILES, FISH, AMPHIBIANS, AND INVERTEBRATES. ANIMAL PROGRAMS INCLUDE A STATE-OF-THE-ART ANIMAL HOSPITAL AND NUTRITION LAB, ANIMAL COMMISSARY, AND CONSERVATION RESEARCH CENTER. THE ANIMAL STAFF ALSO SUPPORTS NUMEROUS PROJECTS IN TEXAS AND APPROXIMATELY 30 COUNTRIES WORLDWIDE. 11548602 23022974 ADMISSIONS, ATTRACTIONS, AND CONCESSIONS: OVER 1 MILLION GUESTS VISIT THE ZOO EACH YEAR DURING REGULAR OPERATING HOURS. OUR GUESTS TYPICALLY CONSIST OF ALMOST 500,000 ADULTS, 400,000 CHILDREN, 30,000 SENIORS, AND 75,000 TO 90,000 VISITS BY MEMBERS, WITH APPROXIMATELY 75% OF OUR VISITORS COMING FROM THE DALLAS-FORT WORTH METROPLEX. ZOO VISITORS ARE TREATED TO NATURAL HABITAT ANIMAL EXHIBITS, INTERACTIVE LEARNING EXPERIENCES, AND ENTERTAINING ATTRACTIONS. 2036009 2340801 EDUCATIONAL PROGRAMS: APPROXIMATELY 30,000 STUDENTS AND TEACHERS ATTENDED ZOO EDUCATION PROGRAMS INCLUDING WEEKDAY ZOO SCHOOL, SUMMER ZOO CAMP, ZOO CAREERS CAMP, HOME SCHOOL DAYS, OVERNIGHTS, BIRTHDAY PARTIES, TEACHER WORKSHOPS, AND MORE. OVER 100,000 STUDENTS AND CHAPERONES CAME TO THE ZOO ON ORGANIZED FIELD TRIPS. THE ANIMAL OUTREACH PROGRAM REACHED 75,000 INDIVIDUALS IN SCHOOLS AND ORGANIZATIONS WITH ITS LIVE ANIMAL PRESENTATIONS. 850316 912629 MEMBERSHIP ACTIVITIES: THE ZOO HAS MORE THAN 45,000 MEMBERS, WHO RECEIVE EXCLUSIVE MEMBERSHIP PRIVILEGES INCLUDING ADMISSION TO THE ZOO, FREE PARKING, GIFT SHOP DISCOUNTS, AND ANNUAL SUBSCRIPTION TO ROAR MAGAZINE, PRIORITY REGISTRATION FOR ZOO EDUCATION PROGRAMS, AND INVITATIONS TO EXHIBIT OPENINGS AND SPECIAL MEMBERS-ONLY EVENTS. 850316 912629 28548106 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 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 88 0 1 798 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 46 46 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X DAVID DENA 8177597575 1989 COLONIAL PARKWAY FORT WORTH TX 76110 RAMONA BASS CO-CHAIRMAN 1.00 X X 0 0 0 KIT MONCRIEF CO-CHAIRMAN 1.00 X X 0 0 0 ARDON MOORE PRESIDENT 1.00 X X 0 0 0 MICHAEL HYATT TREASURER 1.00 X X 0 0 0 BRECK RAY SECRETARY 1.00 X X 0 0 0 DEE KELLY JR EXECUTIVE COMMITTEE 1.00 X X 0 0 0 LEE TENNISON EXECUTIVE COMMITTEE 1.00 X X 0 0 0 MARIAN EASTMAN EXECUTIVE COMMITTEE 1.00 X X 0 0 0 ROBERT FERNANDEZ EXECUTIVE COMMITTEE 1.00 X X 0 0 0 CHERYL HODGE EXECUTIVE COMMITTEE 1.00 X X 0 0 0 KAYDEE BAILEY BOARD MEMBER 0.25 X 0 0 0 EDWARD BASS BOARD MEMBER 0.25 X 0 0 0 ASHLI BLUMENFELD BOARD MEMBER 0.25 X 0 0 0 DOUGLAS BRATTON BOARD MEMBER 0.25 X 0 0 0 MATTIE COMPTON BOARD MEMBER 0.25 X 0 0 0 SOPHIE CROMMETT BOARD MEMBER 0.25 X 0 0 0 POWHATAN FRENCH BOARD MEMBER 0.25 X 0 0 0 GILBERT GAMEZ JR BOARD MEMBER 0.25 X 0 0 0 JD GRANGER BOARD MEMBER 0.25 X 0 0 0 KORI GREEN BOARD MEMBER 0.25 X 0 0 0 WILLIAM HALL BOARD MEMBER 0.25 X 0 0 0 JANIE HARPER BOARD MEMBER 0.25 X 0 0 0 DEBBIE HEAD BOARD MEMBER 0.25 X 0 0 0 SHAWN HESSING BOARD MEMBER 0.25 X 0 0 0 GLORIA HOLMSTEN BOARD MEMBER 0.25 X 0 0 0 PRICE HULSEY BOARD MEMBER 0.25 X 0 0 0 BRYAN KING BOARD MEMBER 0.25 X 0 0 0 JEFF KING BOARD MEMBER 1.00 X 0 0 0 STEPHEN MABERRY BOARD MEMBER 0.25 X 0 0 0 PRISCILLA MARTIN BOARD MEMBER 0.25 X 0 0 0 STACIE MCDAVID BOARD MEMBER 0.25 X 0 0 0 WHITNEY MORE BOARD MEMBER 0.25 X 0 0 0 SAMANTHA PACE BOARD MEMBER 0.25 X 0 0 0 KELSEY PATTERSON BOARD MEMBER 0.25 X 0 0 0 TOM PURVIS III BOARD MEMBER 0.25 X 0 0 0 LAURIE ROBERTS BOARD MEMBER 0.25 X 0 0 0 ABEL SANCHEZ BOARD MEMBER 0.25 X 0 0 0 NORBERT STANISLAV BOARD MBR/DIR EMERITUS 0.25 X 0 0 0 SONYA TANNA BOARD MEMBER 0.25 X 0 0 0 KELLY THOMPSON BOARD MEMBER 0.25 X 0 0 0 JOHN VIOLA BOARD MEMBER 0.25 X 0 0 0 SUSY WEAVER BOARD MEMBER 0.25 X 0 0 0 MONK WHITE BOARD MEMBER 0.25 X 0 0 0 BERT WILLIAMS BOARD MEMBER 0.25 X 0 0 0 MARTHA WILLIAMS BOARD MBR/DIR EMERITUS 0.25 X 0 0 0 GEORGE YOUNG JR BOARD MEMBER 0.25 X 0 0 0 JAMES HARRISON BOARD MEMBER (PARTIAL YEAR) 0.25 X 0 0 0 MICHAEL FOURAKER EXECUTIVE DIRECTOR 40.00 X 706459 0 32640 MEGAN DEEN CFO 40.00 X 304040 0 25500 KELLEY ALLRED DIRECTOR REVENUE OPERATIONS 40.00 X 152458 0 16679 TARREN WAGENER DIRECTOR ANIMAL PROGRAMS 40.00 X 157358 0 25133 DAVID DENA DIRECTOR OF FINANCE 40.00 X 156207 0 39507 SONDRA WILKIE DIRECTOR HUMAN RESOURCES 40.00 X 146271 0 15191 ANTHONY DAVIS DIRECTOR PARK OPERATIONS 40.00 X 129761 0 34270 1752554 0 188920 10 0 1 0 SCHAEFER ADVERTISING CO 1228 S ADAMS ST FORT WORTH TX 76104 ADVERTISING 1980120 N STUDIO LLC 1950 SAMUELS AVE FORT WORTH TX 76102 EVENT PLANNING 190946 THE PROJECTS GROUP 301 COMMERCE ST 1301 FORT WORTH TX 76102 CONSULTING 190498 TARRANT CONSTRUCTION SERVICES LTD 2225 W PETER SMITH ST FORT WORTH TX 76102 CONSTRUCTION 155367 4 481669 11456897 32060602 536775 43999168 ADMISSION AND ATTRACTIONS 713990 15167973 14673676 494297 MEMBERSHIP ACTIVITIES 713990 2638393 2638393 EDUCATION PROGRAMS 611710 2340801 2340801 ANIMAL AND CONSERVATION 713990 16171 16171 20163338 535239 535239 26355716 370 26337317 0 18399 370 18769 18769 3278677 481669 4656707 -1378030 -1378030 11114591 3326189 7788402 5974598 1813804 OTHER REVENUE 561000 648936 648936 648936 71775822 26292575 2308101 -824022 152000 152000 500 500 795390 384103 292986 118301 15914912 13056008 2345426 513478 259632 214935 37861 6836 2192659 1698882 388161 105616 1267553 1026301 200246 41006 36746 36746 95499 95499 39457 39457 1916897 1217491 184500 514906 1255056 332711 1453 920892 737599 92284 625384 19931 43113 10362 31964 787 369170 369170 2044492 1543462 500944 86 131214 97938 26919 6357 76780 57198 15721 3861 902979 713267 127333 62379 491658 90915 400743 FACILITY AND EQUIPMENT 6780351 5108996 1658170 13185 ANIMAL CARE 2344274 2311436 30998 1840 MISCELLANEOUS 180221 70147 97064 13010 38028152 28548106 7137575 2342471 18848773 9958411 25230951 39048139 9599896 16397443 1095484 276394 967788 1134859 2066525 347734 38928331 16006579 10125171 22921752 28839371 38488666 96773959 128573398 3609723 6232249 94001 82443 2933541 516998 6637265 6831690 X 72664223 93573846 17472471 28167862 90136694 121741708 96773959 128573398 33747670 -1979385 -163271 0 X X 0 1 X 1 1 1 X 19653928 15141381 17714051 24166659 43999168 120675187 13886349 16378425 14242782 28491063 27686797 100685416 4685822 4698605 1818471 11202898 38226099 36218411 31956833 54476193 71685965 232563501 0 0 0 232563501 570127 921347 624318 578355 535239 3229386 570127 921347 624318 578355 535239 3229386 1642892 1921402 229161 135531 648936 4577922 40439118 39061160 32810312 55190079 72870140 240370809 0.96750 0.95880 0.01340 0.01350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 6726233 500000 -580564 -429271 7074940 5781334 500000 461229 16330 6726233 5175845 500000 212081 106592 5781334 4061452 1114393 5175845 3561452 500000 4061452 1.00000 0 0 20116135 16006579 4109556 18812196 18812196 22921752 X 74004382 -1979385 4207945 2228560 71775822 0 71775822 42399368 163271 4207945 4371216 38028152 0 38028152 PART III, LINE 1A: THE ASSOCIATION HAS RECEIVED DONATIONS OF ARTWORK WHICH ARE HELD FOR EXHIBIT TO THE PUBLIC IN THE PORTRAITS OF THE WILD GALLERY. PURCHASES AND SALES OF ANIMAL COLLECTIONS ARE RECORDED AS PROGRAM SERVICE EXPENSES AND MISCELLANEOUS REVENUE, RESPECTIVELY. THE ASSOCIATION HAS ELECTED NOT TO CAPITALIZE THESE COLLECTIONS. PART III, LINE 4: THE ASSOCIATION'S COLLECTION OF ANIMALS IS THE BASIS FOR ITS EXEMPT PURPOSE OF ATTRACTING, MOTIVATING, INSPIRING, AND ENGAGING THE PUBLIC IN ORDER TO PROMOTE WILDLIFE CONSERVATION LOCALLY, REGIONALLY, NATIONALLY, AND GLOBALLY. PART V, LINE 4: MAINTENANCE OF EXHIBIT FACILITIES DEEDED TO THE CITY PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A PUBLIC CHARITY, EXCEPT TO THE EXTEND IT HAS UNRELATED BUSINESS INCOME. SUCH TAX ON UNRELATED BUSINESS INCOME, IF ANY, IS INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSE IN THE STATEMENT OF ACTIVITIES. THE ASSOCIATION FOLLOWS THE GUIDANCE UNDER GAAP WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS NOT TAKEN A POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE ASSOCIATION'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 3,326,189. FUNDRAISING EXPENSES 881,756. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 3,326,189. FUNDRAISING EXPENSES 881,756. ZOOBALL 3178226 315874 2862352 97977 247504 2327182 1527863 BEASTRO 295168 19000 276168 10711 63882 25865 35498 2 286952 146795 140157 12797 116085 22200 169143 3760346 481669 3278677 121485 427471 2375247 1732504 4656707 -1378030 1 WILDLIFE CONSERVATION GLOBAL INC 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 100000 0 ANNUAL OPERATING SUPPORT AND OKAPI PROJECT INTERNATIONAL RHINO FOUNDATION 201 MAIN STREET SUITE 2600 FORT WORTH TX 76102 752395006 501(C)(3) 10000 0 ANNUAL OPERATING SUPPORT AMERICAN HUMANE 1400 16TH STREET NW SUITE 360 WASHINGTON DC 20036 840432950 501(C)(3) 10000 0 GENERAL SUPPORT ZDR3 1989 COLONIAL PARKWAY FORT WORTH TX 76110 874230887 501(C)(3) 10000 0 GENERAL SUPPORT 4 SCHEDULE I, PART I, LINE 2 ANNUAL REPORTS AND/OR PROJECT REPORTS FROM RECIPIENT ORGANIZATIONS ARE OBTAINED. ADDITIONALLY, BOARD MEMBERS FROM INTERESTED ORGANIZATIONS MEET WITH INVESTIGATORS TO DISCUSS PROJECT OUTCOMES. X X X 0 0 0 0 0 0 0 0 0 MICHAEL FOURAKER EXECUTIVE DIRECTOR 494457 0 200000 0 12002 0 8489 0 24151 0 739099 0 0 0 MEGAN DEEN CFO 239837 0 60000 0 4203 0 5404 0 20096 0 329540 0 0 0 DAVID DENA DIRECTOR OF FINANCE 132708 0 20000 0 3499 0 3513 0 35994 0 195714 0 0 0 TARREN WAGENER DIRECTOR ANIMAL PROGRAMS 146574 0 10000 0 784 0 3654 0 21479 0 182491 0 0 0 KELLEY ALLRED DIRECTOR REVENUE OPERATIONS 141265 0 10000 0 1193 0 3794 0 12885 0 169137 0 0 0 ANTHONY DAVIS DIRECTOR PARK OPERATIONS 116769 0 10000 0 2992 0 3436 0 30834 0 164031 0 0 0 SONDRA WILKIE DIRECTOR HUMAN RESOURCES 133303 0 10000 0 2968 0 3372 0 11819 0 161462 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR IS PAID UNDER CONTRACT. THE AMOUNT OF THE FIXED SALARIES IS DETERMINED BY A JOINT DECISION BETWEEN THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR. THE ANNUAL COMPENSATION SURVEYS ARE REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR. X 3 446831 FMV X 1 42144 FMV X EVENT FAVORS 3 47800 FMV 0 0 0 PART I, COLUMN (B): PART I, COLUMN (B) NOTATES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD MEMBERS ELECT NINE MEMBERS FROM THE BOARD OF DIRECTORS TO SERVE ON THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS OF TWO CO-CHAIRMEN, PRESIDENT, SECRETARY, TREASURER, AND FOUR OTHER BOARD MEMBERS. THE BYLAWS AUTHORIZE THE EXECUTIVE COMMITTEE THE RIGHT TO EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN MANAGEMENT DECISIONS; HOWEVER, THE BYLAWS ALSO RESERVE MANY FINANCIAL AND MAJOR DECISIONS FOR ACTION BY THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HAS THE RIGHT TO REMOVE ANY MEMBER OF THE EXECUTIVE COMMITTEE AT ANY TIME BY A MAJORITY VOTE. THE OFFICERS OF THE CORPORATION REPORT DECISIONS DELEGATED TO AND MADE BY THE EXECUTIVE COMMITTEE AT MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 WHILE SOME BOARD MEMBERS HAVE A FAMILY AND BUSINESS RELATIONSHIP WITH ONE ANOTHER, NONE OF THESE RELATIONSHIPS IMPACT THE FORT WORTH ZOOLOGICAL ASSOCIATION INC. RAMONA BASS, EDWARD BASS, AND SOPHIE CROMMETT HAVE A FAMILY RELATIONSHIP. KIT MONCRIEF, LEE TENNISON, AND GLORIA HOLMSTEN HAVE A FAMILY RELATIONSHIP. MICHAEL HYATT, KELLY THOMPSON, AND DEE KELLY, JR. HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND MEMBERS OF THE EXECUTIVE COMMITTEE REVIEW THE TAX RETURN AND CONSULTED WITH THE ORGANIZATION'S CEO PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MICHAEL FOURAKER (CEO), MEGAN DEEN (CFO), AND DAVID DENA (CONTROLLER) REVIEW VENDOR RELATIONSHIPS FOR KNOWN CONFLICTS AS A COURSE OF BUSINESS. HOWEVER, NO ANNUAL STATEMENTS ARE SIGNED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS PAID UNDER CONTRACT. THE AMOUNT OF THE FIXED SALARIES IS DETERMINED BY A JOINT DECISION BETWEEN THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR. THE ANNUAL COMPENSATION SURVEYS ARE REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES, AND THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEAR.