2021-05-15T00:01:16-05:00 2020-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2019-07-01 860174843 ARIZONA CENTER FOR NATURE CONSERVATION ARIZ 6022731341 455 N GALVIN PARKWAY PHOENIX AZ 85008 BONNIE MENDOZA CFO 6022731341 2021-05-14 1 COLETTE KAMPS CPA P00367616 4808394900 2021-05-13 2019 2022-09-23 18:48:47Z THE PHOENIX ZOO NORBERTO J CASTRO 455 N GALVIN PARKWAY PHOENIX AZ 85008 31485965 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. 25 25 690 1175 -14561 -14561 9387960 11063177 24083031 18390877 582124 544183 697951 -325499 34751066 29672738 241118 62432 0 0 17331969 17061636 67800 4172 2377601 12448697 10994449 30089584 28122689 4661482 1550049 63925748 65406679 6376842 6726529 57548906 58680150 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 23025832 62432 18390877 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. 23025832 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 1 1 1 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 72 0 690 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 BRIAN BAEHR TRUSTEE 1.00 X 0 0 0 JEAN BINGHAM TRUSTEE 1.00 X 0 0 0 MICHAEL BLAIRE TRUSTEE 1.00 X 0 0 0 CYNTHIA BOZIK 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 INGER ERICKSON TRUSTEE 1.00 X 0 0 0 PETER FAUR 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 JOHN HOOPES TRUSTEE 1.00 X 0 0 0 MICHAEL JOHNSON TRUSTEE 1.00 X 0 0 0 SUE KIDD TRUSTEE 1.00 X 0 0 0 CRAIG KRUMWIEDE TRUSTEE 1.00 X 0 0 0 DAWN MEIDINGER TRUSTEE 1.00 X 0 0 0 KAREN PETERS TRUSTEE 1.00 X 0 0 0 GABRIELLE VITALE TRUSTEE 1.00 X 0 0 0 KRIS YAMANO TRUSTEE 1.00 X 0 0 0 PHIL PETERSEN CHAIR 2.00 X X 0 0 0 HARRY PAPP PAST BOARD CHAIR 2.00 X X 0 0 0 HEIDI BERGER VICE CHAIR FINANCE AND TREASURER 2.00 X X 0 0 0 YVONNE BETTS VICE CHAIR BOARD DEVELOPME 2.00 X X 0 0 0 JOELLEN DOORNBOS VICE CHAIR OF FINANCIAL DEVELOPMENT 2.00 X X 0 0 0 STEPHEN FISHER VICE CHAIR OUTCOMES 2.00 X X 0 0 0 MAJA WESSELS SECRETARY 2.00 X X 0 0 0 NORBERTO CASTRO PRESIDENT/CEO 40.00 X 445857 0 48982 BONNIE MENDOZA EVP/CFO 40.00 X 242889 0 47542 GARY WEST EVP ANIMAL HEALTH & COLLEC 40.00 X 217131 0 43843 RUTH ALLARD EVP CONSERVATION & EDUCATI 40.00 X 174130 0 33180 LORRAINE FRIAS VP OF DEVELOPMENT 40.00 X 165007 0 29311 TARA HENSON VP OF EXTERNAL RESOURCES 40.00 X 127185 0 3206 CHRISTINE LOWERY-NUNEZ VP OF HUMAN RESOURCES 40.00 X 149408 0 34595 JENNIFER FLOWERS DIRECTOR OF GUEST SERVICES, EXPERIENCES AND MEMBE 40.00 X 106678 0 14032 FAE RUBENFELD CONTROLLER (THRU 12/19) 40.00 X 118143 0 0 1746428 0 254691 9 0 1 0 HOMES & SON CONTRACTORS INC 77 E THOMAS RD PHOENIX AZ 85012 CONSTRUCTION CONTRACTOR 1283543 LANETERRALEVER LLC 645 E MISSOURI AVE SUITE 400 PHOENIX AZ 85012 MARKETING AGENT 1036484 LUKENS COMPANY 2800 SHIRLINGTON ROAD SUITE 900 ARLINGTON VA 22206 MEMBERSHIP MAILING & LISTING SERVICES 626574 TSG CONTRUCTORS LLC PO BOX 71640 PHOENIX AZ 85050 CONSTRUCTION CONTRACTOR 576354 CAMELS FOR A CAUSE 1829 S HORNE SUITE 12 PHOENIX AZ 85204 CAMEL RIDE VENDOR 226567 8 403905 2771000 7888272 257959 11063177 ADMISSIONS AND MEMBERSHIPS 900099 14011853 14011853 RETAIL 900099 2417304 2417304 FOOD SERVICES 900099 823121 823121 GROUP SERVICES 900099 773616 773616 EDUCATIONAL SERVICES 900099 364983 364983 18390877 542698 542698 1410746 1409261 1485 1485 1485 73245 403905 403966 -330721 -330721 INSURANCE PROCEEDS AND OTHER REVE 900099 19783 19783 LLC FORM K-1 ORDINARY LOSS 531390 -14561 -14561 5222 29672738 18410660 -14561 213462 34544 34544 5157 5157 22731 22731 1232445 758528 219932 253985 12204280 10691100 905692 607488 397893 350401 17733 29759 2313676 1838763 282588 192325 913342 754006 74510 84826 10373 10373 50125 50125 4172 4172 27188 27188 454415 53580 393052 7783 1374699 384548 355052 635099 1384048 1143314 138351 102383 1103806 1089969 77 13760 52407 38456 13230 721 611 611 3241377 2770218 129748 341411 301680 233257 18842 49581 ANIMAL COLLECTION 1147685 1147685 MISCELLANEOUS EXPENSE 580146 494742 75174 10230 VENDOR COMMISSION 492382 448304 44078 REPAIRS AND MAINTENANCE 414126 407148 6978 359381 359381 28122689 23025832 2719256 2377601 11019930 9071084 3106075 3605555 177085 41554 106138 119221 267451 121460 86449016 52000755 34825413 34448261 7781378 9597552 1234794 3016225 5407484 5385767 63925748 65406679 2953299 2307453 3423543 4259076 160000 6376842 6726529 X 42014366 43240625 15534540 15439525 57548906 58680150 63925748 65406679 X 1550049 -406786 -12019 X X 0 1 X 1 0 X 5740264 8460834 5908248 9387960 11063477 40560783 21625293 22138124 24713514 24083031 18390877 110950839 27365557 30598958 30621762 33470991 29454354 151511622 0 0 0 151511622 488047 387072 490488 598501 542698 2506806 488047 387072 490488 598501 542698 2506806 125434 54302 285240 100833 19783 585592 27979038 31040332 31397490 34170325 30016835 154604020 0.98000 0.98000 0.01620 0.01600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8104949 127799 -36390 -198712 7997646 6174488 1886215 77422 -33176 8104949 5759676 265186 149949 -323 6174488 4965087 576469 220554 -2434 5759676 5079375 168687 16031 299006 4965087 0.82330 0.17670 0 0 29752382 12130151 17622231 44213886 31092007 13121879 12482748 8778597 3704151 34448261 INVESTMENTS IN LAND 430000 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 4936396 DEPOSITS 19371 5385767 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, 2020, ACNC HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 AUSTRALIA 0 0 PROGRAM SERVICES AUSTRALIAN WILDFIRE AID 10153 MALAYSIA 0 0 PROGRAM SERVICES HORNBILL CONSERVATION 3678 0 0 0 0 0 0 13831 0 13831 AUSTRALIA AUSTRALIAN WILDFIRE AID 10153 1 JAGUAR CONSERVATION COSTA RICA 1 8900 GRANT 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: ZOOFARI 414232 364432 49800 109082 123602 92982 6799 37694 ZOO MOVE & GROOVE 62918 39473 23445 10789 6256 925 15837 477150 403905 73245 119871 123602 99238 7724 53531 403966 -330721 1 ASSOCIATION OF ZOOS & AQUAR PO BOX 67071 PHOENIX AZ 85082 861019910 3 25000 AZA SAFE CONTRIBUTION ASSOCIATION OF ZOOS & AQUAR PO BOX 67071 PHOENIX AZ 85082 861019910 3 1000 GENERAL SUPPORT DONATION CONSERVATION BREEDING SPECIALISTS 12101 JOHNNY CAKE RIDGE RD APPLE VALLEY MN 55124 411719362 3 1000 GENERAL SUPPORT DONATION UNIVERSITY OF ARIZONA FOUNDATION 1064 E LOWELL ST TUCSON AZ 85719 866050388 3 7544 NATIVE SPECIES CONSERVATION 3 ANNUAL STAFF GRANT FOR PRIMATE WELFARE 4 5157 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 355857 0 90000 0 0 0 30865 0 18117 0 494839 0 0 0 BONNIE MENDOZA EVP/CFO 220389 0 22500 0 0 0 29557 0 17985 0 290431 0 0 0 GARY WEST EVP ANIMAL HEALTH & COLLEC 202131 0 15000 0 0 0 21532 0 22311 0 260974 0 0 0 RUTH ALLARD EVP CONSERVATION & EDUCATI 164130 0 10000 0 0 0 10909 0 22271 0 207310 0 0 0 LORRAINE FRIAS VP OF DEVELOPMENT 145007 0 20000 0 0 0 11668 0 17643 0 194318 0 0 0 CHRISTINE LOWERY-NUNEZ VP OF HUMAN RESOURCES 131908 0 17500 0 0 0 22135 0 12460 0 184003 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 PARTICIPATES IN 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. ACNC CONTRIBUTED $25,000 IN THE FISCAL YEAR. HARRY PAPP MEMBER OF ACNC BOARD OF TRUSTEES 2161973 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 '20. 0 X DONATED AUCTION ITEMS 170 107577 FMV X EVENT SUPPLIES 35 105222 FMV X FOOD AND BEVERAGES FOR PROGRAM 1 30000 FMV X PROGRAM SUPPLIES 12 15180 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF ITEMS DONATED. PART I, LINE 32B: ACNC HAS HIRED A BROKER TO MARKET LAND THAT WAS DONATED. 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 -12,019. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE 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 430000 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