2022-05-13T12:23:09-05:00 2021-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2020-07-01 860174843 ARIZONA CENTER FOR NATURE CONSERVATION ARIZ 6022731341 455 N GALVIN PARKWAY PHOENIX AZ 85008 BONNIE MENDOZA CFO 6022731341 2022-05-12 1 BONNIE MENDOZA 999009999 COLETTE KAMPS CPA P00367616 4808394900 2022-05-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z THE PHOENIX ZOO NORBERTO J CASTRO 455 N GALVIN PARKWAY PHOENIX AZ 85008 31539088 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. 29 29 563 215 -35866 0 11063177 7121976 18390877 21494217 544183 670665 -325499 -77659 29672738 29209199 62432 54285 0 0 17061636 14297425 4172 3200 2539646 10994449 9807527 28122689 24162437 1550049 5046762 65406679 73224501 6726529 6442587 58680150 66781914 X 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 19512961 54285 21518379 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. DURING 2019 AND PART OF 2020, THE ARIZONA CENTER FOR NATURE CONSERVATION ALSO OPERATED THE SOUTH MOUNTAIN ENVIRONMENTAL EDUCATIONAL CENTER (SMEEC), WITHIN SOUTH MOUNTAIN PARK PRESERVE. SMEEC INCLUDES A VISITOR CENTER WITH INTERPRETIVE EXHIBITS, CLASSROOM AND EVENT SPACE ALLOWING FOR NATURE INTERPRETIVE TALKS, COMMUNITY PROGRAMS AND GATHERINGS. (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. 19512961 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 46 0 563 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 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 EMERITUS 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 THERESA CHACOPULOS TRUSTEE 1.00 X 0 0 0 MICHELLE CLARKE TRUSTEE 1.00 X 0 0 0 JOELLEN DOORNBOS TRUSTEE 1.00 X 0 0 0 LARRY FINK TRUSTEE 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 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RECEIVABLE 775477 6786971 X PART V, LINE 4: THE ORGANIZATION 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, THE ORGANIZATION CONSIDERED THE LONGTERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE ORGANIZATION'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, 2021, ACNC HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WILDLIGHTS FOR WILDLIFE 323624 236428 87196 35952 24804 1775 15729 323624 236428 87196 35952 24804 1775 15729 78260 8936 1 ASSOCIATION OF ZOOS & AQUARIUMS PO BOX 67071 PHOENIX AZ 85082 861019910 3 25000 AZA SAFE CONTRIBUTION ASSOCIATION OF ZOOS & AQUARIUMS PO BOX 67071 PHOENIX AZ 85082 861019910 3 5000 WILDLIFE TRACKING ALLIANCE MINNESOTA ZOO FOUNDATION 13000 ZOO BOULEVARD APPLE VALLEY MN 55124 510147653 3 5000 SEE TURLE RECOVERY UNIVERSITY OF MINNESOTA VETERINARY DEPARTMENT PO BOX 1450 MINNEAPOLIS MN 554855957 416007513 3 16550 CONSERVATION GENETICS WORK ASSOCIATION OF ZOOS & AQUARIUMS PO BOX 67071 PHOENIX AZ 85082 861019910 3 2000 TIGER CONSERVATION 3 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 343745 0 180000 0 0 0 30700 0 17986 0 572431 0 0 0 BONNIE MENDOZA EVP/CFO 212806 0 0 0 0 0 28041 0 17822 0 258669 0 0 0 GARY WEST EVP ANIMAL HEALTH & COLLEC 195935 0 0 0 0 0 21369 0 21148 0 238452 0 0 0 RUTH ALLARD EVP CONSERVATION & EDUCATI 161932 0 0 0 0 0 10579 0 21119 0 193630 0 0 0 LORRAINE FRIAS VP OF DEVELOPMENT 140339 0 0 0 0 0 10475 0 17466 0 168280 0 0 0 CHRISTINE LOWERY-NUNEZ VP OF HUMAN RESOURCES 126413 0 0 0 0 0 21680 0 12654 0 160747 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, EVPS AND VPS OF ACNC PARTICIPATE IN 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. ACNC CONTRIBUTED $25,000 IN THE FISCAL YEAR. PART II, LINE 1, SECTION (B) (II) THE BONUS AND INCENTIVE COMPENSATION FOR NORBERTO CASTRO WAS A 5-YEAR PERFORMANCE INCENTIVE AGREEMENT IMPLEMENTED BY THE ACNC EXECUTIVE COMMITTEE IN JULY 2015 THAT WAS REQUIRED TO BE PAID IN JULY 2020 BASED ON SUCCESSFUL COMPLETION OF THE 5-YEAR OUTCOME POLICY GOALS. THERE WERE NO ANNUAL INCENTIVE COMPENSATION PAYMENTS APPROVED OR PAID DURING THE YEAR. HARRY PAPP MEMBER OF ACNC BOARD OF TRUSTEES 1637712 TRUSTEE SERVES ON THE BOARD OF DIRECTORS OF BLUE CROSS BLUE SHIELD OF ARIZONA (BCBS) WHO SERVES AS THE INSURANCE PROVIDER FOR ACNC. THE AMOUNT REPRESENTS AMOUNTS PAID TO BCBS DURING FY '21. MR. PAPP DOES NOT PERSONALLY RECEIVE ANY AMOUNTS FROM THIS TRANSACTION. 0 X EVENT SUPPLIES 127 47102 FMV X DONATED AUCTION ITEMS 103 35952 FMV X LOAN FORGIVENESS 1 10000 FMV X PROGRAM SUPPLIES 2 700 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 1,055,727. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. 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