2021-11-13T17:50:52-06:00 2020-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2020-01-01 942861667 SACRAMENTO ZOOLOGICAL SOCIETY SACR 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 ROBERT CHURCHILL CFO 9168082684 2021-11-12 1 ROBERT CHURCHILL 999009999 JENNIFER Z IWATA P01310188 9166466464 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JASON JACOBS 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 7967903 0 X HTTP://WWW.SACZOO.ORG X 1956 CA THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 21 20 142 662 0 0 1124271 2132736 6204562 3965326 334893 257738 1059317 415065 8723043 6770865 170247 24400 0 0 5056629 4034932 0 0 240709 3423475 2747603 8650351 6806935 72692 -36070 15263548 16807562 1286552 2512049 13976996 14295513 X THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 0 1 3476607 2603448 ANIMAL CARE - THE SACRAMENTO ZOO IS PROUD TO HAVE AN OUTSTANDING COLLECTION OF ANIMALS TO EDUCATE AND INSPIRE OUR COMMUNITY. THE ZOO IS HOME TO 463 ANIMALS REPRESENTING 127 SPECIES. OF THAT NUMBER, 41 SPECIES ARE CONSIDERED CRITICALLY ENDANGERED, ENDANGERED OR VULNERABLE BY THE INTERNATIONAL UNION FOR CONSERVATION OF NATURE (IUCN). OF THE SPECIES HOUSED AT THE ZOO, 57 ARE MANAGED COOPERATIVELY AS PART OF THE ZOO'S PARTICIPATION IN PROGRAMS OF THE ASSOCIATION OF ZOOS AND AQUARIUMS (AZA). 1351806 1321855 MEMBERSHIP AND VISITOR SERVICES - 2020 WAS A CHALLENGING YEAR FOR THE ENTIRE WORLD AND THE SACRAMENTO ZOO IS NO DIFFERENT. THE ZOO CLOSED TO THE PUBLIC ON TWO OCCASIONS IN 2020 AS A RESULT OF PUBLIC HEALTH ORDERS THAT WERE ISSUED IN RESPONSE TO THE COVID-19 PANDEMIC. DESPITE THESE MANDATORY CLOSURES WHICH OCCURRED MARCH 14 THROUGH JUNE 12, 2020 AND DECEMBER 8, 2020 THROUGH JANUARY 15, 2021, THE ZOO ENTERTAINED AND EDUCATED 277,356 VISITORS. 1040026 24400 40023 EDUCATION AND SUSTAINABILITY - EVEN WITH THE PANDEMIC, THE SACRAMENTO ZOO CONTINUED TO EDUCATE BOTH CHILDREN AND ADULTS. INITIALLY, VIA ONLINE PROGRAMMING AND THEN THROUGH LIMITED CONTACT ON-SITE PROGRAMMING.IN 2020 WE DID THREE VIRTUAL CAMPS FOR 92 CHILDREN, AT THAT POINT THE FAMILIES WERE STILL AT HOME BUT COULD VISIT THE ZOO VIRTUALLY. WE ALSO BEGAN OUR VIRTUAL CLASS PROGRAMMING FOR APPROXIMATELY 1,050 SCHOOL CHILDREN AND FAMILIES THROUGH OUR ZOO TO YOUR VIRTUAL PROGRAM.ONCE IT WAS SAFE TO HAVE VISITORS BACK ON ZOO GROUNDS, WE REINSTATED OUR BEHIND-THE-SCENES TOURS. OVER 250 PEOPLE PARTICIPATED IN THIS UNIQUE PROGRAM WHICH PERMITS THE VISITOR TO EXPERIENCE THE ANIMALS FROM THE KEEPERS VIEWPOINT. WE ALSO SLOWLY STARTED BRINGING BACK SOME OF OUR EDUCATIONAL VOLUNTEER DOCENTS TO HELP ENGAGE AND INFORM THE GUESTS AS THEY TOURED THE ZOO. 5868439 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 142 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X ROBERT CHURCHILL 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 MICHAEL BROUGHTON TRUSTEE 0.50 X 0 0 0 NANCY COLE TRUSTEE 0.50 X 0 0 0 PETER COLUSSY TRUSTEE 0.50 X 0 0 0 DR JANICE DOUCET THOMPSON TRUSTEE 0.50 X 0 0 0 PATRICIA INGOGLIA TRUSTEE 0.50 X 0 0 0 LYNN MATSUDA TRUSTEE 0.50 X 0 0 0 JENNIFER NEAL TRUSTEE 0.50 X 0 0 0 MIKE TESTA TRUSTEE 0.50 X 0 0 0 DR ALAN YEE MD TRUSTEE 0.50 X 0 0 0 NICK DRIVER TRUSTEE 0.50 X 0 0 0 MATT GRAHAM TRUSTEE 0.50 X 0 0 0 DANIEL ONEY TRUSTEE 0.50 X 0 0 0 RICHARD STAPLER TRUSTEE 0.50 X 0 0 0 WALTER HESS DOCENT PRESIDENT 0.50 X 0 0 0 JODY ULICH CITY REPRESENTATIVE/DIRECT 0.50 X 0 0 0 ELIZABETH STALLARD PRESIDENT 5.00 X X 0 0 0 ADHAM SBEIH 1ST VICE PRESIDENT 1.00 X X 0 0 0 STARR HURLEY 2ND VICE PRESIDENT 1.00 X X 0 0 0 SUE SCHOENIG SECRETARY 1.00 X X 0 0 0 JASON RUSSELL CPA TREASURER 1.00 X X 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 40.00 X X 147813 0 14220 ROBERT CHURCHILL CFO 40.00 X 123150 0 0 270963 0 14220 2 0 1 0 REGENTS OF UC DAVIS PO BOX 989062 WEST SACRAMENTO CA 95796 REIMBURSED PERSONNEL COSTS 180000 HYLTON SECURITY 1015 2ND STREET 2ND FLOOR SACRAMENTO CA 95814 SECURITY 134418 2 500 951243 1180993 22801 2132736 GATE ADMISSIONS 900099 2603448 2603448 MEMBERSHIP DUES 900099 1156976 1156976 VISITOR SERVICES 900099 164879 164879 EDUCATION 900099 40023 40023 3965326 206510 206510 20074 0 20074 20074 20074 1215006 1163778 51228 51228 51228 34478 500 33260 1218 1218 CONCESSIONS 900099 393773 393773 393773 6770865 3965326 0 672803 19207 19207 5193 5193 285182 245453 26841 12888 3133793 2732663 257683 143447 32852 21931 10464 457 277456 241022 15053 21381 305649 231745 69725 4179 31163 3 31160 40508 40508 241746 241288 458 88851 67403 70 21378 296051 217415 76246 2390 101482 61365 29196 10921 765548 731820 25440 8288 10078 7424 2654 1332 423 909 12264 2 12262 474728 447673 27055 149260 116723 30075 2462 SUPPLIES 503367 456062 35045 12260 DUES AND SUBSCRIPTIONS 22128 16170 5300 658 9097 7454 1643 6806935 5868439 697787 240709 2135286 3066188 907820 1316908 60101 49639 22600 15000 63921 51810 11972755 6000588 6312232 5972167 5066317 5582056 695271 753794 15263548 16807562 646214 617575 640338 462077 0 1432397 1286552 2512049 X 8621788 8617794 5355208 5677719 13976996 14295513 15263548 16807562 X -36070 296064 58523 X X 0 1 X 1 0 X 1252638 1220817 1482155 1124271 2132736 7212617 4971275 5632197 5808266 6204562 3965326 26581626 950209 1073099 1136067 1151529 428251 4739155 7174122 7926113 8426488 8480362 6526313 38533398 17363 5000 20265 22313 32040 96981 0 17363 5000 20265 22313 32040 96981 38436417 212564 227880 156775 249518 226584 1073321 212564 227880 156775 249518 226584 1073321 7386686 8153993 8583263 8729880 6752897 39606719 0.97050 0.97080 0.02710 0.02750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5244025 520154 55000 40508 5668671 4454579 828848 39402 5244025 5000595 -206704 300000 39312 4454579 4386194 651788 37387 5000595 4141283 304993 25639 34443 4386194 1.00000 0 0 397896 335407 62489 9632223 3814543 5817680 1862371 1797534 64837 80265 53104 27161 5972167 LINE OF CREDIT 500000 SBA PAYROLL PROTECTION PROGRAM LOAN 932397 1432397 7084944 296064 58523 354587 6730357 40508 40508 6770865 6766427 0 6766427 40508 40508 6806935 PART V, LINE 4: THE SPECIFIC AND PRIMARY PURPOSE OF THE SACRAMENTO ZOOLOGICAL SOCIETY ENDOWMENT FUND IS TO PROVIDE FUNDS FOR THE ENHANCEMENT AND DEVELOPMENT OF THE SACRAMENTO ZOO AND OF ITS SERVICES TO THE SACRAMENTO COMMUNITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST ASSETS 58,523. 1 0 0 0 0 0 0 0 0 0 SUB SAHARAN AFRICA CONSERVATION 5193 WIRE TRANSFER 0 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES THAT THE GRANT RECIPIENT PROVIDE DETAILED REPORTING COVERING THE USE OF THE GRANT FUNDS AND THE OVERALL PROJECT STATUS AND SUCCESS. PART III ACCOUNTING METHOD: BTS TOURS 27835 27835 STUDY MISSION 7721 500 7221 5833 3927 17052 35556 500 35056 5833 3927 17052 26812 8244 1 CLAWS CONSERVANCY 32 PINE TREE DRIVE WORCESTER MA 01609 475208674 501(C)(3) 6685 CONSERVATION WILD NATURE INSTITUTE PO BOX 44 WEAVERVILLE NC 28787 463021940 501(C)(3) 6900 CONSERVATION TULEYOME 607 NORTH STREET WOODLAND CA 95695 680480736 501(C)(3) 5622 CONSERVATION 3 PART I, LINE 2: THE ORGANIZATION REQUIRES THAT THE GRANT RECIPIENT PROVIDE DETAILED REPORTING COVERING THE USE OF THE GRANT FUNDS AND THE OVERALL PROJECT STATUS AND SUCCESS. X X X X X X 0 0 0 0 0 0 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 132813 0 15000 0 0 0 7500 0 6720 0 162033 0 0 0 X 3 4888 FAIR MARKET VALUE X 7 100 FAIR MARKET VALUE X EXHIBIT CONSTRUCTION MATERIALS 1 7500 FAIR MARKET VALUE X VET HOSPITAL SUPPLIES 5 5745 FAIR MARKET VALUE X ANIMAL ENRICHMENT AND OTHER GOODS 11 1779 FAIR MARKET VALUE X GIFT CERTIFICATES 13 1685 FAIR MARKET VALUE X LANDSCAPING MATERIALS 2 700 FAIR MARKET VALUE X EDUCATIONAL MATERIALS 1 311 FAIR MARKET VALUE X WINE 1 93 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART III, LINE 3 YES, IN 2020 IN RESPONSE TO GUIDANCE FROM PUBLIC HEALTH AUTHORITIES THE SOCIETY CANCELLED OR MODIFIED CERTAIN PROGRAM SERVICES. FOR EXAMPLE, THE SOCIETY'S ZOO CAMP PROGRAM WAS CANCELLED FOR THE YEAR. IN SOME INSTANCES, IN PERSON PROGRAMS WERE REPLACED WITH ONLINE PROGRAMS. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD CONSIST OF THE FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, TREASURER, SECRETARY AND PAST PRESIDENT, PLUS THE BOARD PRESIDENT AND ANY ADDITIONAL MEMBERS ADDED BY THE BOARD BY MAJORITY VOTE. THE BOARD PRESIDENT SHALL BE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, UNLESS LIMITED BY RESOLUTION OF THE BOARD, AND WITH THE EXCEPTION OF CERTAIN LIMITATIONS PROVIDED BY THE CORPORATE BYLAWS, SHALL HAVE AND MAY EXERCISE ALL AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AFFAIRS OF THE SOCIETY BETWEEN MEETINGS OF THE BOARD. ALL ACTIONS OF THE EXECUTIVE COMMITTEE EXCEPT FOR PERSONNEL AND LEGAL MATTERS ALLOWED BY LAW SHALL BE REPORTED TO AND RATIFIED BY THE BOARD AT THE NEXT DULY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION TO THE IRS, THE 990 IS CIRCULATED FOR REVIEW BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS HAS THE FOLLOWING RESPONSIBILITIES AND OBLIGATIONS: 1. UPON ELECTION TO THE BOARD, READ AND SIGN A COPY OF THE SZS'S CONFLICT OF INTEREST AND ETHICS POLICY. 2. DISCLOSE TO THE BOARD THE EXISTENCE OF ANY CONFLICT OF INTEREST. 3. EXCUSE HIMSELF (OR HERSELF) FROM BOARD OR COMMITTEE DISCUSSIONS ON ANY PROJECT OR TRANSACTION WITH WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST, UNLESS REQUESTED BY THE BOARD OR COMMITTEE TO PROVIDE INFORMATION ON THE ISSUE. 4. ABSTAIN FROM VOTING ON ANY PROJECT OR TRANSACTION WITH WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST. 5. RESPECT AND PRESERVE CONFIDENTIAL OR PROPRIETARY SZS INFORMATION. 6. IF REQUESTED BY THE BOARD, TAKE A TEMPORARY LEAVE OF ABSENCE FROM THE BOARD OF DIRECTORS UNTIL SUCH TIME AS THE PROJECT OR TRANSACTION IN WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST HAS BEEN COMPLETED. A CONFLICT OF INTEREST EXISTS WHEN: 1. ANY DIRECTOR OR CLOSE RELATIVE OF A DIRECTOR (SPOUSE, SIBLING, PARENT OR CHILD) HAS AN INTEREST IN AN ISSUE, MATTER OR TRANSACTION IN WHICH SZS HAS AN INTEREST OTHER THAN AN INTEREST ARISING SOLELY OUT OF PASSIVE INVESTMENT PROVIDED THAT HIS OR HER INTEREST DOES NOT EXCEED 5% OF THE EQUITY OR CONTROL OF A BUSINESS ENTITY HAVING AN INTEREST IN THE ISSUE, MATTER OR TRANSACTION; 2. WHEN ANY DIRECTOR OR CLOSE RELATIVE OF A DIRECTOR ACTS AS AN AGENT, REPRESENTATIVE OR SPOKESPERSON FOR ANY PERSON, BUSINESS, GROUP OR ORGANIZATION IN ORDER TO INFLUENCE SZS ON ANY ISSUE, MATTER OR TRANSACTION. A DIRECTOR HAS AN INTEREST FOR PURPOSES OF THIS POLICY IF HE OR SHE: (A) IS AN AGENT FOR, EMPLOYEE OF OR PARTNER WITH A PERSON OR ORGANIZATION WITH A GOAL OF INFLUENCING A DECISION BY SZS OR ENTERING INTO A TRANSACTION TO RECEIVE PAYMENT FOR SERVICES TO SZS; OR (B) WOULD EXPERIENCE A MATERIAL ECONOMIC GAIN OR LOSS FROM A DECISION BY SZS ON AN ISSUE, MATTER OR TRANSACTION IDENTIFIABLY DIFFERENT FROM THE ECONOMIC GAIN OR LOSS THAT WOULD BE EXPERIENCED BY A MEMBER OF THE GENERAL PUBLIC OR THE HOLDER OF LESS THAN 5% OF THE EQUITY IN ANY BUSINESS ENTITY. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION WAS SET BY THE BOARD, UPON RECOMMENDATION BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE UTILIZED A SALARY SURVEY, PRIOR DIRECTOR COMPENSATION AND OTHER COMPARATIVE DATA TO DETERMINE DIRECTOR COMPENSATION. CEO PERFORMANCE AND SALARY ARE EVALUATED ANNUALLY. LAST EVALUATED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST ASSETS 58,523. FORM 990, PART XII, LINE 2C: NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT OR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR.