2021-10-04T08:27:51-05:00 2021-02-28 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2020-03-01 231352298 ZOOLOGICAL SOCIETY OF PHILADELPHIA ZOOL 2152435277 3400 WEST GIRARD AVENUE PHILADELPHIA PA 19104 LAURETTE PITTS CHIEF FINANCIAL OFFICER 2152435277 2021-10-04 1 LAURETTE PITTS XXX-XX-XXXX DANIEL ROMANO P00504182 2125990100 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z VIKRAM H DEWAN 3400 WEST GIRARD AVENUE PHILADELPHIA PA 19104 43427774 0 X WWW.PHILADELPHIAZOO.ORG X 1859 PA BY CONNECTING PEOPLE WITH WILDLIFE, THE PHILADELPHIA ZOO, AMERICA'S FIRST ZOO (SEE SCHED O) CREATES JOYFUL DISCOVERY AND INSPIRES ACTION FOR ANIMALS AND HABITATS. 34 34 401 258 0 0 14068202 18859429 18046505 5022574 1371586 1666448 7552533 980970 41038826 26529421 145374 134468 0 0 19423898 15540611 452431 115380 1815587 21839611 14976561 41861314 30767020 -822488 -4237599 113302279 118635708 20169507 24067901 93132772 94567807 X PHILADELPHIA ZOO'S MISSION IS TO CONNECT PEOPLE WITH WILDLIFE, WHILE CREATING JOYFUL DISCOVERY AND INSPIRING ACTION FOR ANIMALS AND HABITATS. 0 0 14983606 0 5147349 EXHIBITS AND GARDEN CARE: PHILADELPHIA ZOO'S MISSION IS TO CONNECT PEOPLE WITH WILDLIFE, WHILE CREATING JOYFUL DISCOVERY AND INSPIRING ACTION FOR ANIMALS AND HABITATS. ACCREDITED BY THE ASSOCIATION OF ZOOS AND AQUARIUMS, PHILADELPHIA ZOO, AMERICA'S FIRST ZOO, WELCOMES OVER 1 MILLION VISITORS EACH YEAR THROUGH ITS HISTORIC GATES. PHILADELPHIA ZOO HAS WORKED DILIGENTLY TO REIMAGINE AND TRANSFORM ITS CAMPUS AND THE OVERALL ZOO EXPERIENCE, WITH THE ADDITIONS OF AWARD-WINNING EXHIBITS SUCH AS THE PIONEERING ZOO360, KIDZOOU: HAMILTON FAMILY CHILDREN'S ZOO & FARIS FAMILY EDUCATION CENTER (KIDZOOU), MCNEIL AVIAN CENTER AND BIG CAT FALLS (SEE SCHED O).OVER THE PAST DECADE, OTHER UPDATES EXHIBIT ENHANCEMENTS INCLUDE: ZOO360: ZOO360 AN INNOVATIVE, FIRST-IN-THE-WORLD SYSTEM OF SEE-THROUGH TRAILS PASSING THROUGH TREETOPS, CROSSING OVER PATHWAYS AND CONNECTING HABITATS, PROVIDING ANIMALS LIKE AMAZING BIG CATS, MAJESTIC PRIMATES AND MARVELOUS MEERKATS OPPORTUNITIES TO TRAVEL AND EXPLORE. ZOO360 OFFERS EXCITING AND ENRICHING EXPERIENCES FOR ANIMALS AND VISITORS ALIKE, TAKING THE ZOO EXPERIENCE TO A WHOLE NEW LEVEL. ZOO360 BENEFITS ANIMAL BY OFFERING MORE OPPORTUNITIES FOR LONG-DISTANCE TRAVEL, GREATER ENVIRONMENTAL VARIETY AND AN INCREASED ABILITY TO DETERMINE THEIR OWN EXPERIENCES, WHILE SIMILARLY ENHANCING THE VISITOR EXPERIENCE BY CREATING A MORE DYNAMIC ENGAGEMENT. ANIMALS ARE ON THE MOVE LIKE NEVER BEFORE AT PHILADELPHIA ZOO, NOW AS YOU MOVE AROUND THE ZOO, THE ZOO MOVES AROUND YOU.ZOO360 TRAILS LINK EXISTING HABITATS, SO ANIMALS WITH SIMILAR HABITAT REQUIREMENTS CAN UTILIZE EACH OTHER'S SPACES IN A TIME-SHARING SITUATION. ZOO360 IS ANOTHER FIRST AT PHILADELPHIA ZOO AND IN THE WORLD, AND SHOWCASES THE ZOO'S COMMITMENT TO EXCELLENCE IN ANIMAL CARE AND INSPIRING GUESTS TO CONSERVATION ACTION. KIDZOOU, HAMILTON FAMILY CHILDREN'S ZOO & FARIS FAMILY EDUCATION CENTER: AT THE HEART OF THE CAMPUS IS KIDZOOU: AN INDOOR-OUTDOOR WILDLIFE ACADEMY AND CHILDREN'S ZOO THAT BOASTS INTERACTIVE, EDUCATIONAL EXPERIENCES FOR THE YOUNGEST ENVIRONMENTAL STEWARDS. KIDZOOU OFFERS DYNAMIC DISPLAYS, HANDS-ON LEARNING AND RARE AND UNUSUAL GOATS, SHEEP, CHICKENS AND DUCKS FOR TODDLERS AND TWEENS ALIKE. LOCATED ON THE SITE OF THE FORMER PACHYDERM HOUSE, KIDZOOU WAS DESIGNED WITH SPECIAL NEEDS COMMUNITIES IN MIND AND WITH THE INPUT OF EXPERTS FROM THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S CENTER FOR AUTISM RESEARCH, THE OVERBROOK SCHOOL FOR THE BLIND AND OTHERS. EXHIBITS FEATURE UNIVERSAL DESIGN ELEMENTS, SIGNAGE IN BRAILLE, SIGN LANGUAGE AND A PICTURE EXCHANGE SYSTEM FOR VERY YOUNG CHILDREN OR THOSE ON THE AUTISM SPECTRUM, AS WELL AS AUDIO AND TACTILE ELEMENTS. THE SITE IS WHEELCHAIR ACCESSIBLE AND BUILDINGS FEATURE POWER DOORS. AMENITIES ALSO INCLUDE ADOLESCENT-SIZE CHANGING TABLES IN FAMILY RESTROOMS.KIDZOOU IS LEED GOLD CERTIFIED AND UTILIZES ELEMENTS SUCH AS GEOTHERMAL WELLS FOR HEATING AND COOLING; DAYLIGHTING; RAIN WATER COLLECTION FOR USE AS GRAY WATER TO FLUSH THE PUBLIC TOILETS; RAIN GARDENS AND VEGETATED ROOFS TO REDUCE WATER RUNOFF INTO STORM DRAINS; BUILDING REUSE (RENOVATION OF THE FORMER PACHYDERM EXHIBIT); AND RECYCLED AND SALVAGE BUILDING MATERIALS.KIDZOOU HAS RECEIVED SEVERAL PRESTIGIOUS HONORS INCLUDING:-THE GROUNDBREAKER AWARD FROM THE DELAWARE VALLEY GREEN BUILDING COUNCIL-THE CONSTRUCTION AWARD FROM PRESERVATION PENNSYLVANIA-BEST NEW STORMWATER CONTROL MEASURE FROM TEMPLE/VILLANOVA SUSTAINABLE STORMWATER INITIATIVE-THE MAYOR'S COMMISSION ON PEOPLE WITH DISABILITIES-THE GRAND JURY AWARD FROM THE PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA-2014 EXHIBIT OF THE YEAR FROM ASSOCIATION OF ZOOS AND AQUARIUMS (AZA)MCNEIL AVIAN CENTER SHOWCASES LUSH WALK-THROUGH HABITATS, WHICH HOUSE OVER 100 RARE AND ENDANGERED BIRDS FROM AROUND THE WORLD. NOTABLE FEATURES INCLUDE THE RAINFOREST, WHICH IMMERSES VISITORS IN COLOR AND SOUND AS THEY ARE SURROUNDED BY BIRD SPECIES, AND THE MULTI-SENSORY 4-D MIGRATION THEATER. BIG CAT FALLS OFFERS IS A STUNNING LANDSCAPE OF HABITATS WHERE GUESTS COME FACE-TO-FACE WITH ENDANGERED BIG CATS FROM AROUND THE WORLD, INCLUDING BEAUTIFUL SNOW LEOPARDS, PLAYFUL PUMAS, CRITICALLY-ENDANGERED AMUR TIGERS, AFRICAN LIONS, JAGUARS AND AMUR LEOPARDS AND MORE. BIG CATS MOVE FROM ONE EXHIBIT TO ANOTHER UTILIZING BIG CAT CROSSING, AN EXTENSION OF ZOO360 THAT CROSSES OVER THE MAIN VISITOR PATH STOPPING GUESTS IN THEIR TRACKS. OUTBACK OUTPOSTPHILADELPHIA ZOO'S NEWEST AUSTRALIAN OUTBACK EXHIBIT LETS GUESTS EXPLORE THE LAND OF THE RED KANGAROO, THE WORLD'S LARGEST MARSUPIAL, AND THE EMU, THE SECOND TALLEST BIRD IN THE WORLD. VISITORS CAN TAKE AN INCREDIBLE JOURNEY OF THE JOEY, SAY G'DAY TO A FEW OF AUSTRALIA'S GIANTS, AND JUMP INTO THE POUCH OF GIANT KANGAROO STATUE TO TAKE A SELFIE OR KICK BACK AND RELAX IN A NEW OUTDOOR SEATING AREA.WINGS OF ASIAREPLICATING AN ASIAN GARDEN, WINGS OF ASIA IS FILLED WITH COLOR, SOUND AND A SPECTACULAR COLLECTION OF UNIQUE ASIAN BIRDS! THIS FREE FLIGHT AVIARY OFFERS THE OPPORTUNITY TO HAND-FEED AMAZING CREATURES, PROVIDING AN UP CLOSE AND PERSONAL EXPERIENCE WITH SOME OF THE MOST BEAUTIFUL BIRDS ON THE PLANET.RAPTOR RIDGEHOME TO THE ZOO'S BALD EAGLES AND OWLS, TWO OF NORTH AMERICA'S MOST RECOGNIZABLE BIRDS OF PREY, RAPTOR RIDGE ALSO FEATURES WORK FROM LOCAL ARTISTS THAT ACCENTUATE THE EXHIBIT INCLUDING EXQUISITE BENCHES MADE WITH CHAINSAWS AND A 40-FOOT-LONG MURAL FEATURING PHOTO OPPORTUNITIES FOR GUESTS TO SOAR LIKE THE IMPRESSIVE BIRDS ILLUSTRATED IN THE ARTWORK.WATER IS LIFEA COMPLETE REDESIGN OF THE FORMER CARNIVORE KINGDOM EXHIBIT, WATER IS LIFE HIGHLIGHTS ONE OF THE PLANET'S MOST IMPORTANT RESOURCES AND SHOWCASES ITS ROLE IN SHELTER, NOURISHMENT, ANIMALS AND HUMANS. OFFERING TWO ZONES TO EXPLORE, RED PANDA PASS OFFERS A WINDING MAZE OF OVERHEAD BRIDGES AND OTTER FALLS, A NEW AQUATIC VERSION OF ZOO360, PROVIDES OVERSIZED SLIDES FOR GIANT RIVER OTTERS TO ENJOY.PENGUIN POINTANOTHER COMPLETE REDESIGN OF THE FORMER POLAR BEAR EXHIBIT, PENGUIN POINT IS HOME TO TWENTY-TWO OF THE ZOO'S MOST POPULAR RESIDENT-- HUMBOLDT PENGUINS. FEATURING AN OVERSIZED SWIMMING POOL AND ENORMOUS UNDERWATER VIEWING AREA FOR GUESTS PENGUIN POINT IS ONE OF THE MOST EXCITING NEW EXHIBITS AT THE ZOO. IN WINTER 2019, THE ZOO OPENED LUMINATURE, A FANTASTICAL HOLIDAY-SEASON LIGHT EXPERIENCE THAT TRANSFORMED THE ZOO FROM ITS DAYTIME MAGIC INTO A WINTER WONDERLAND, TAKING GUESTS ON A MAGICAL JOURNEY OF LIGHTS, MUSIC, SOUNDS AND SURPRISES. A SEASONAL EXPERIENCE RUNNING FROM MID-NOVEMBER TO JANUARY 6, 2020, LUMINATURE FEATURED BRIGHT PINK FLAMINGO (ORNAMENTS) FLOCKING TOGETHER ON A 25' TREE, A 35' POLAR BEAR SHARING THE MAGNIFICENCE OF OUR PLANET AND A CAMPUS FILLED WITH THE ARTISTRY OF LIGHTS, MEDIA, SOUND AND NATURE ITSELF. LUMINATURE WAS POSTPONED IN WINTER 2020 DUE TO COVID-19. LUMINATURE IS A TAILOR-MADE FANTASTICAL ADVENTURE CREATED TO BRING THE JOY OF ANIMALS, NATURE AND THE HOLIDAY SEASON TOGETHER IN AN EXCITING AND BEAUTIFUL WAY. 6961385 0 0 ANIMAL CARE: PHILADELPHIA ZOO IS ONE OF FOREMOST CONSERVATION ORGANIZATIONS AND CURRENTLY HOME TO APPROXIMATELY 1,744 ANIMALS OF MORE THAN 256 DIFFERENT SPECIES. THROUGHOUT ITS HISTORY, PHILADELPHIA ZOO HAS PROVIDED EXCEPTIONAL CARE FOR ANIMALS WHILE EDUCATING AND INSPIRING GUESTS AND PARTICIPATING IN WORLDWIDE CONSERVATION EFFORTS. KNOWN FOR CONTINUED INNOVATION, COMMITMENT TO WILDLIFE, AND ACHIEVING LONGEVITY RECORDS, PHILADELPHIA ZOO IS A ZOO OF MANY FIRSTS. RANGING FROM HAVING THE FIRST ORANGUTAN AND CHIMPANZEE BORN IN THE U.S. IN THE 1920'S TO THE FIRST GIANT RIVER OTTER BORN IN THE U.S. IN 2004 TO THE CREATION OF ZOO360 A FIRST-IN-THE-WORLD ANIMAL TRAVEL AND EXPLORATION SYSTEM DEVELOPED IN 2011 AND NOW IMPLEMENTED IN MORE THAN 20 ZOOS ACROSS THE GLOBE (SEE SCHED O).PHILADELPHIA ZOO, CONTINUES TO SET STANDARDS ACROSS THE INDUSTRY.PHILADELPHIA ZOO IS PART OF A GREATER MISSION TO CREATE NATIONAL ZOO CONSERVATION AND BREEDING PROGRAMS FOR ENDANGERED SPECIES. THE ZOO WORKS IN COOPERATION WITH OTHER ACCREDITED ZOOS IN NORTH AMERICA AND WORLDWIDE VIA THE SPECIES SURVIVAL PLAN (SSP), A COOPERATIVE EFFORT USED TO MANAGE AND BREED ENDANGERED AND OTHER ANIMAL SPECIES TO ENSURE HEALTHY, SELF-SUSTAINING GENETICALLY DIVERSE ANIMAL POPULATIONS. THESE BREEDING PROGRAMS SERVE AS SAFETY NETS FOR SPECIES THAT ARE THREATENED WITH EXTINCTION IN THE WILD. PHILADELPHIA ZOO CONTINUES TO REACH NEW HEIGHTS IN ALL AREAS OF ITS MISSION, OFFERING STATE-OF-THE-ART ANIMAL EXHIBITS AND HEALTH-CARE FACILITIES, AWARD-WINNING EDUCATION AND CONSERVATION PROGRAMS, EXCEPTIONAL GUEST SERVICES, SCIENTIFIC ACCOMPLISHMENTS MAKING THIS HISTORICALLY SIGNIFICANT VENUE ONE OF THE MOST RENOWNED ZOOS IN THE WORLD. 1481499 134468 6946 EDUCATION AND CONSERVATION PROGRAMMING: DRIVEN BY A PASSION FOR PROMOTING ACTION THAT SUPPORTS WILDLIFE CONSERVATION, THE ZOO OFFERS A BROAD PORTFOLIO OF DYNAMIC EDUCATIONAL PROGRAMS. AS THE REGION'S LARGEST LIVING CLASSROOM, THE ZOO OFFERS HANDS-ON, CURRICULUM-CONNECTED AND MISSION-FOCUSED ANIMAL EXPERIENCES TO OVER 150,000 SCHOOL CHILDREN EACH YEAR. THROUGH THESE PROGRAMS, THE ZOO HELPS TO GROW THE NEXT GENERATION OF ENVIRONMENTAL STEWARDS, GIVING YOUNG PEOPLE THE OPPORTUNITY TO SHARE THEIR NEW WILDLIFE AND CONSERVATION KNOWLEDGE WITH THEIR COMMUNITIES (SEE SCHED O).ANIMALS IN THE CLASSROOMBUILDING EMPATHY FOR ANIMALS IS CRITICAL TO THE ZOO'S MISSION AND FIRSTHAND EXPERIENCES ENCOURAGE THIS EMPATHY, WHILE SUPPORTING THE CHILD'S DEVELOPMENT AND POSITIVE SOCIAL BEHAVIOR. IT IS THIS PHILOSOPHY, INFUSED WITH AN ENVIRONMENTAL-BASED LEARNING APPROACH, THAT IS USED TO CREATE OUR SUCCESSFUL ANIMALS IN THE CLASSROOM PROGRAM. THIS PROGRAM OFFERS A UNIQUE OPPORTUNITY FOR STUDENTS TO CARE FOR TADPOLES IN THEIR CLASSROOM WHILE FOSTERING EMPATHY AND RESPONSIBILITY FOR WILDLIFE. WHY TADPOLES? UNLIKE CATS, DOGS, OR RABBITS, TADPOLES ARE NOT THE CUDDLIEST ANIMALS, SO FALLING IN LOVE WITH THEM MAY NOT BE EASY, BUT EXPOSING CHILDREN TO AN ANIMAL THAT GOES THROUGH PHYSICAL CHANGES AS THEY GROW, SIMILAR TO KIDS, IS A GREAT WAY OF CONNECTING. THIS PROGRAM ENABLES STUDENTS TO BE INVOLVED IN THE ANIMAL'S LIFE PROCESS, FROM RESCUING EGGS OR NEWLY HATCHED LARVAE, TO CARING FOR THEM IN SCHOOL, AND THEN RELEASING THEM BACK INTO THE WILD, STUDENTS LEARN ABOUT AND ARE INVOLVED IN THEIR FULL CIRCLE LIFE PROCESS. WITH THIS HANDS-ON APPROACH, STUDENTS CAN DEVELOP A DEEP EMPATHY FOR ALL ANIMALS LEADING TO THEM TO TAKE ACTION AND BECOMING STEWARDS OF THE PLANET.FIELD TRIPSNOT ONLY ARE FIELD TRIPS FUN, THEY IMMERSE STUDENTS IN THE WORLD'S WILDLIFE, BUILDING EMPATHY AND ENCOURAGING THEM TO MAKE SMALL CHANGES IN THEIR EVERYDAY LIFE THAT CAN HAVE AN IMPACT ON ANIMALS. A FIELD TRIP TO THE ZOO IS AN EXPERIENCE THAT WILL LAST A LIFETIME.COMMUNITY ACCESS PROGRAM (CAP)IN PARTNERSHIP WITH INDIVIDUAL, CORPORATE, AND FOUNDATION DONORS THROUGHOUT OUR REGION, THE ZOO PROVIDES FREE VISITS AND ENGAGING LEARNING OPPORTUNITIES TO MORE THAN 65,000 STUDENTS FROM TITLE I SCHOOLS ANNUALLY. BY COMMITTING TO AT LEAST 5% OF THE ANNUAL ATTENDANCE, THE ZOO HAS MADE FREE ZOO VISITS POSSIBLE FOR HUNDREDS OF THOUSANDS OF STUDENTS FROM AROUND THE REGION.THE UNLESS CONTESTTHE ALBERT M. GREENFIELD UNLESS CONTEST CHALLENGES STUDENTS FROM K THROUGH 12 TO DEVELOP CREATIVE SOLUTIONS TO PROBLEMS THAT IMPACT WILDLIFE. STUDENTS ARE PRESENTED WITH A CHALLENGE TO ADDRESS, AND THEY WORK TO OBTAIN A SOLUTION THROUGH ADVOCACY. SINCE THE START OF UNLESS THOUSANDS OF SCHOOLCHILDREN FROM MORE THAN 200 SCHOOLS IN THE REGION HAVE PARTICIPATED REACHING 2 TO 4 MILLION PEOPLE WITH THEIR CONSERVATION MESSAGES EACH YEAR.ZOOCREW-ZOO CHAMPIONS FOR RESTORING ENDANGERED WILDLIFEA MULTI-YEAR YOUTH MENTORING AND ENGAGEMENT PROGRAM, ZOOCREW CREATES CONSERVATION-MINDED, CIVICALLY ENGAGED CITIZENS. AREA TEENS WITH A DIVERSE ARRAY OF BACKGROUNDS AND EXPERIENCES LEARN TO CARE FOR ANIMALS, EDUCATE ZOO GUESTS, AND EQUIP THEMSELVES WITH TOOLS TO CREATE LONG-TERM CHANGE IN THE WORLD. ZOOCREW IS A WONDERFUL PLATFORM FOR EDUCATIONAL SUCCESS, WITH A 100% HIGH SCHOOL GRADUATION RATE AND A 96% COLLEGE MATRICULATION RATE. WILD CONNECTIONSWILD CONNECTIONS IS A LIVE, VIRTUAL PROGRAM THAT ALLOWS A SINGLE CLASSROOM, GRADES K-4TH, TO CONNECT WITH AN EDUCATION STAFF MEMBER AND SEVERAL AMBASSADOR ANIMALS. THIS IS A BRAND-NEW PROGRAM THAT LAUNCHED FIRST TO THE PHILADELPHIA SCHOOL DISTRICT, WITH PLANS TO EXPAND TO OTHER TITLE I SCHOOLS, FOLLOWED BY ALL OTHER SCHOOLS. PROGRAMS WILL LAST 45 MINUTES TOTAL AND TAKE PLACE SEVERAL TIMES A DAY, 5 DAYS A WEEK, AS STAFF AVAILABILITY PERMITS. TEACHERS WILL BE ENCOURAGED TO FURTHER ENGAGE THEIR STUDENTS WITH A PRE-CLASS ACTIVITY, A GOOGLE LESSON THAT THE ZOO HAS CREATED, AND A POST-CLASS ACTIVITY THAT ALL ACT TO DEEPEN THEIR LEARNING AROUND THE SUBJECT. FIVE TOPICS ARE INCLUDED: ADAPTATIONS, LIVING THINGS, LIFE CYCLES, HABITATS, AND ENDANGERED SPECIES. PHILLY ZOO TO YOUPHILLY ZOO TO YOU, A PAGE ON THE ZOO'S WEBSITE WITH MULTIPLE EDUCATIONAL RESOURCES FOR GRADES K-4TH, WAS LAUNCED IN SPRING 2020 TO SUPPORT LEARNING FROM HOME. CONTENT INCLUDES ZOO @ 2, AT-HOME ACTIVITIES, ADVENTURE GUIDES, AND SCIENCE@PHILLYZOO. THERE IS A FULL SUITE OF RESOURCES FOR FORMAL EDUCATORS TO ADD TO THEIR VIRUTAL OR IN-PERSON CLASSROOMS. THESE MATERIALS ARE BASED AROUND THE SAME CONTENT AS WILD CONNECTIONS AND ARE DESIGNED TO WORK IN TANDEM WITH THAT PROGRAM AND TO BE USED SEPARATELY FOR ALL OTHER AUDIENCES. THROUGH A SERIES OF FOCUSED EFFORTS, THE ZOO HAS DEFINED ITS ROLE AS A CONSERVATION ORGANIZATION WORKING TO SIGNIFICANTLY DEEPEN POSITIVE IMPACT ON WILDLIFE AND THE ENVIRONMENT. THE GREATEST OPPORTUNITY TO ACHIEVE CONSERVATION IMPACT IS THROUGH PARTNERING WITH THE MILLIONS OF DAY-TO-DAY GUESTS THAT VISIT ONSITE OR ONLINE; THE THOUSANDS OF SCHOOLCHILDREN INSPIRED EACH YEAR THROUGH VISITS AND OUTREACH; AND BY LEVERAGING ACCESS TO A DIVERSE GROUP OF LOCAL AND INTERNATIONAL STAKEHOLDERS WHO SHARE COMMITMENT TO MAKING THE WORLD A BETTER PLACE FOR PEOPLE AND WILDLIFE. THE ZOO HAS ADOPTED AN ACTION-ORIENTED VISION FOR OUR CONSERVATION AND EDUCATION EFFORTS, DEDICATING RESOURCES TO IMPLEMENTING PROGRAMMING TO ENGAGE OUR ONSITE AUDIENCES AND OUR COMMUNITY IN DIRECT CONSERVATION ACTION. OUR PROGRAM IS DESIGNED AROUND A THEORY OF CHANGE. OUR CHANGE FRAMEWORK LEVERAGES THE EMPATHETIC CONNECTION GUESTS MAKE WITH ANIMALS AT THE ZOO AND BY SHARING TOOLS THAT EMPOWER EVERYONE TO TAKE ACTION IN THEIR DAILY LIVES, PEOPLE WHO CONNECT WITH THE ZOO WILL MAKE A WORLD OF DIFFERENCE BY BECOMING CONSERVATION-MINDED, CIVICALLY ENGAGED ADVOCATES FOR WILDLIFE AND HABITAT.PHILADELPHIA ZOO WORKS TO ENGAGE VISITORS ABOUT THE POSITIVE CORRELATION BETWEEN REDUCING CARBON DIOXIDE EMISSIONS AND CONSERVING THE PLANET'S WILDLIFE POPULATION. ENERGY USE AND FOREST LOSS ARE THE LEADING GLOBAL SOURCES OF CARBON EMISSIONS WHICH ARE ALREADY CHANGING THE CLIMATE AND THREATENING THE SURVIVAL OF MANY ENDANGERED SPECIES. MIGRATORY PATTERNS OF BIRDS AND POLLINATORS LIKE BUTTERFLIES AND BEES ARE DISRUPTED, RAINFALL CHANGES ARE IMPACTING THE MOIST CONDITIONS NECESSARY FOR SPECIES LIKE FROGS TO BREED, RISING OCEAN TEMPERATURES ARE JEOPARDIZING ENTIRE FOOD CHAINS AND CONTINUED LOSS OF FOREST COULD LEAD TO ORANGUTAN EXTINCTION BY 2050.THE ZOO IS COMMITTED TO REDUCING THE IMPACTS OF A CHANGING CLIMATE ON WILDLIFE HERE AND AROUND THE WORLD. EVERYDAY CHOICES AROUND SAVING ELECTRICITY, CONSERVING WATER, AND RECYCLING, ALONG WITH ADVOCATING FOR THE PROTECTION OF NATURAL RESOURCES LIKE FORESTS, CAN HELP WILDLIFE AND THE ENVIRONMENT. EVERY CONNECTION WITH THE ZOO IS AN OPPORTUNITY FOR GUESTS TO CONNECT WITH WILDLIFE AND BE INSPIRED TO CONSERVATION ACTION. ZOO STAFF AND VOLUNTEERS ENGAGE IN CONSERVATION ACTIVITIES IN THE FOLLOWING AREAS:ENDANGERED SPECIES BREEDING PROGRAMS: NATIONAL AND INTERNATIONAL SCIENCE-BASED COOPERATIVE ZOO BREEDING PROGRAMS, SOME LED BY PHILADELPHIA ZOO STAFF, SERVE AS A SAFETY NET FOR SPECIES THREATENED WITH EXTINCTION IN THE WILD.EDUCATIONAL PROGRAMMING: ZOO STAFF DEPLOYS A BROAD RANGE OF EDUCATIONAL PROGRAMS AND INTERPRETATION TO PROMOTE DISCOVERY, UNDERSTANDING, AND STEWARDSHIP OF THE NATURAL WORLD.INTERNATIONAL CONSERVATION: THE ZOO SUPPORTS, DEVELOPS, AND CONDUCTS PROJECTS THAT PROTECT WILDLIFE AND WILD PLACES.LOCAL CONSERVATION: STAFF WORK WITH ORGANIZATIONS AND AGENCIES TO EXCHANGE EXPERTISE AND RESOURCES, IMPLEMENT CONSERVATION PROJECTS, PROVIDE TRAINING AND FIELD EXPERIENCE, AND COMMUNICATE INFORMATION TO THE PUBLIC THROUGH EDUCATION PROGRAMS AND PUBLIC RELATIONS ACTIVITIES.GREEN PRACTICES: THE ZOO IS INCREASINGLY FOCUSED ON REDUCING ITS ENVIRONMENTAL FOOTPRINT THROUGH SUSTAINABLE OPERATING PRACTICES. KIDZOOU WAS DESIGNED TO INCORPORATE 'GREEN' ELEMENTS SUCH AS GEOTHERMAL WELLS FOR HEATING AND COOLING, DAYLIGHTING, AND ROOF RAINWATER COLLECTION FOR USE AS GRAY WATER TO FLUSH THE PUBLIC TOILETS. RAIN GARDENS REDUCE WATER RUNOFF INTO STORM DRAINS. STABLES FOR DOMESTIC LIVESTOCK FEATURE GREEN ROOFS AND ARE BUILT WITH RECOVERED WOOD. MOVING FORWARD EACH NEW OR REFURBISHED EXHIBIT WILL INCORPORATE GREEN ELEMENTS IN ITS BUILDING AND MAINTENANCE AND UTILIZE SUSTAINABLE OPERATING PRACTICES. 0 0 0 PHILADELPHIA ZOO HAS AN IMPORTANT RELATIONSHIP WITH ITS SURROUNDING COMMUNITY. THIS RELATIONSHIP WAS ENHANCED BY COMPLETION OF THE CENTENNIAL DISTRICT INTERMODAL TRANSPORTATION CENTER IN 2013. THIS PROJECT INCLUDED A FOUR-STORY, 683-SPACE PARKING LOT LOCATED ON 35TH & GIRARD AVENUE, AS WELL AS ENHANCEMENTS SUCH AS LIGHTING, STREETSCAPE, SUSTAINABLE LANDSCAPING, TRAFFIC SIGNALS AND SIGNAGE THAT IMPROVED TRAFFIC FLOW AT THE I-76 OFF-RAMPS, PEDESTRIAN SAFETY, AND FACILITATED ACCESS TO MULTIPLE PARKING LOTS. MASS TRANSIT IMPROVEMENTS ALSO INCLUDE SIGNALED CROSSWALKS AND BUS PULL-OFFS AT EXISTING SEPTA STOPS. PHILADELPHIA ZOO CONTINUES TO ADVOCATE FOR A PASSENGER TRAIN STOP, WHICH WOULD RECREATE A STOP THAT SERVICED THE ZOO UNTIL THE 1940'S. IN ADDITION TO BEING A GREENER WAY TO TRAVEL, ACCESS TO A ZOO TRAIN WOULD INCREASE THE NUMBER OF VISITORS TO THE ZOO THEREFORE INCREASING ECONOMIC IMPACT. IT WOULD ALSO PROVIDE ACCESS TO TRAVEL TO THE SUBURBS AND OTHER LOCATIONS FOR WORK AND OR RECREATION FOR THOSE RESIDING IN THE COMMUNITY. 0 0 0 23426490 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 53 0 1 401 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CT DE FL IL MD MI NH NJ NY OH PA SC X X X LAURETTE PITTS 2152435277 3400 WEST GIRARD AVENUE PHILADELPHIA PA 19104 VIKRAM DEWAN PRESIDENT AND CEO 40.00 0.00 X 339867 0 174039 ANDREW BAKER CHIEF OPERATING OFFICER (THRU 10/20) 40.00 0.00 X 278848 0 19812 NEIL VINCENT BATIANCILA CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 195905 0 15931 AMY SHEARER CHIEF MARKETING OFFICER 40.00 0.00 X 198954 0 9940 CHRISTINE CONTI CONTROLLER/TREASURER (AS OF 08/20) 40.00 0.00 X 158077 0 18497 JACK WAGNER CHIEF FINANCIAL OFFICER (THRU 08/20) 40.00 0.00 X 147577 0 18854 WENDY HAMILTON CHIEF GUEST ENGAGEMENT OFFICER 40.00 0.00 X 156198 0 2224 COURTNEY MACLEAN JOHNSON CHIEF ADMINISTRATION OFFICER 40.00 0.00 X 142434 0 13007 GERALD GRIFFIN DIRECTOR, IT 40.00 0.00 X 134536 0 9489 KRISTEN WALDRON CHIEF OF STAFF (AS OF 10/20) 40.00 0.00 X 86355 0 11887 KIMBERLY SERLUCO CORPORATE SECRETARY (THRU 11/20) 40.00 0.00 X 72443 0 5636 F WILLIAM MCNABB III CHAIR 10.00 0.00 X X 0 0 0 RICHARD K FARIS VICE CHAIR (THRU 01/21) 4.00 0.00 X X 0 0 0 JOANNA M LEWIS VICE CHAIR 4.00 0.00 X X 0 0 0 ELLEN WOLF VICE CHAIR 4.00 0.00 X X 0 0 0 SANDRA BALDINO DIRECTOR 2.00 0.00 X 0 0 0 OMAR BLAIK DIRECTOR 2.00 0.00 X 0 0 0 LISA BONNELL DIRECTOR 2.00 0.00 X 0 0 0 ROBERT L BROWN III DIRECTOR (THRU 10/20) 2.00 0.00 X 0 0 0 JAY H CALVERT JR DIRECTOR 2.00 0.00 X 0 0 0 PHOEBE COLES DIRECTOR 2.00 0.00 X 0 0 0 GEORGE DAY DIRECTOR 2.00 0.00 X 0 0 0 MICHEAL DIBERARDINIS DIRECTOR 2.00 0.00 X 0 0 0 ORLANDO ESPOSITO DIRECTOR (THRU 02/21) 2.00 0.00 X 0 0 0 RONALD M FAIRMAN DIRECTOR 2.00 0.00 X 0 0 0 JOEL FRANK DIRECTOR 2.00 0.00 X 0 0 0 ANTHONY GAY DIRECTOR 2.00 0.00 X 0 0 0 JOHN A GINTER DIRECTOR (AS OF 05/20) 2.00 0.00 X 0 0 0 PETER G GOULD DIRECTOR 2.00 0.00 X 0 0 0 CAROLE HAAS GRAVANO DIRECTOR 2.00 0.00 X 0 0 0 NATHANIEL P HAMILTON JR DIRECTOR 2.00 0.00 X 0 0 0 SUSAN HOLLENSTEIN DIRECTOR 2.00 0.00 X 0 0 0 MARTHA KING DIRECTOR 2.00 0.00 X 0 0 0 ZACHARY KLEHR DIRECTOR 2.00 0.00 X 0 0 0 RACHEL LUBER-CEVERA DIRECTOR 2.00 0.00 X 0 0 0 CHARLES N MARSHALL DIRECTOR 2.00 0.00 X 0 0 0 MOLLY MORRISON DIRECTOR (THRU 10/20) 2.00 0.00 X 0 0 0 PATRICIA OWENS DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL PEARSON DIRECTOR 2.00 0.00 X 0 0 0 DALE PRESTIPINO DIRECTOR 2.00 0.00 X 0 0 0 PEDRO RAMOS DIRECTOR (THRU 10/20) 2.00 0.00 X 0 0 0 DIANA RAMSAY DIRECTOR 2.00 0.00 X 0 0 0 SCOTT RANKIN DIRECTOR 2.00 0.00 X 0 0 0 PAUL D RIDDER DIRECTOR 2.00 0.00 X 0 0 0 CAROLINE BUCK ROGERS DIRECTOR 2.00 0.00 X 0 0 0 MARCY FELDMAN ROST DIRECTOR 2.00 0.00 X 0 0 0 BARBARA SMIT DIRECTOR 2.00 0.00 X 0 0 0 ANDREW SMITH DIRECTOR 2.00 0.00 X 0 0 0 CAROLYN W TURNER DIRECTOR 2.00 0.00 X 0 0 0 JOHN WALSH DIRECTOR 2.00 0.00 X 0 0 0 1911194 0 299316 15 0 1 0 BIG ARCHITECTURE DPC 45 MAIN STREET SUITE 900 BROOKLYN NY 11201 DESIGN 452747 HARMELIN MEDIA 524 RIGHTERS FERRY ROAD BALA CYNWYD PA 19004 ADVERTISING 236071 UNION ELECTRIC CONTRACTING COMPANY 350 COMMERCE DRIVE FORT WASHINGTON PA 19034 CONSTRUCTION 229111 ONE SIXTY OVER NINETY LLC 510 WALNUT STREET 19TH FLOOR PHILADELPHIA PA 19106 CONSULTING 155217 MAYFIELD SITE CONTRACTORS INC 596 SWEDELAND ROAD KING OF PRUSSIA PA 19406 CONSTRUCTION 144492 11 801909 3531874 14525646 6618047 18859429 MEMBERSHIPS 900099 3037483 3037483 ADMISSION FEES 713110 1978145 1978145 EDUCATION PROGRAMS 611710 6946 6946 5022574 849101 849101 317638 317638 17649900 16832553 817347 817347 817347 0 801909 65800 -65800 -65800 CONCESSIONS/PARKING 713110 492189 492189 ALL OTHER REVENUE 900099 131721 131721 PROCEEDS FROM INSURANCE SETTLEM. 900099 100000 100000 5222 5222 729132 26529421 5154295 0 2515697 41871 41871 92597 92597 1042086 423853 443131 175102 10445685 7959338 1630311 856036 476344 362962 74345 39037 2623237 2220878 263829 138530 953259 726358 148780 78121 127821 5153 122308 360 104294 104294 134213 134213 115380 115380 91027 91027 1541615 921377 562111 58127 142978 133094 6210 3674 763945 565887 173161 24897 141400 410 140990 3329908 3184935 103615 41358 16931 14452 1618 861 477953 477953 5983397 5663385 300610 19402 778217 778217 PROJECT CANCELLATION 588817 588817 ANIMAL NUTRITION 469592 469592 MISCELLANEOUS 257802 27652 100126 130024 SPECIAL PROGRAMS/EVENTS 26651 23879 2307 465 30767020 23426490 5524943 1815587 35000 35000 8519707 14113706 3251802 2453114 400744 139002 288981 76340 180453448 121090633 63113010 59362815 37687264 42449960 5771 5771 113302279 118635708 4695737 4817049 1765767 3901951 4883827 4378424 6200655 9305920 2623521 1664557 20169507 24067901 X 71334000 69981000 21798772 24586807 93132772 94567807 113302279 118635708 X -4237599 4577151 1095483 X 0 1 X 1 0 X 15667032 20891834 13311759 14068202 18859429 82798256 15667032 20891834 13311759 14068202 18859429 82798256 1816290 80981966 1600915 1940166 1806672 2121519 1166739 8636011 3422 1843 0 0 5265 4881037 5383979 5296128 6468711 597411 22627266 114066798 63421528 0.71000 0.67300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONCESSION/PARKING - 2016 AMOUNT: $ 3,810,806. 2017 AMOUNT: $ 3,773,882. 2018 AMOUNT: $ 3,652,196. 2019 AMOUNT: $ 4,014,728. 2020 AMOUNT: $ 492,189. RENTAL AND EVENTS - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 1,282,442. 2018 AMOUNT: $ 1,279,608. 2019 AMOUNT: $ 1,315,867. 2020 AMOUNT: $ 5,222. OTHER INCOME - 2016 AMOUNT: $ 985,223. 2017 AMOUNT: $ 237,015. 2018 AMOUNT: $ 282,660. 2019 AMOUNT: $ 1,173. 2020 AMOUNT: $ 0. SPECIAL EVENT INCOME - 2016 AMOUNT: $ 85,008. 2017 AMOUNT: $ 90,640. 2018 AMOUNT: $ 81,664. 2019 AMOUNT: $ 59,998. 2020 AMOUNT: $ 0. PROCEEDS FROM SETTLEMENT - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 1,076,945. 2020 AMOUNT: $ 100,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 134213 0 134213 0 30517427 0 30651640 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 120890 127107 106969 134213 489179 250000 250000 250000 250000 1000000 1500000 0 0 0 0 SCHEDULE C, PART II-A, 1B LOBBYING EXPENSES THE ZOO RETAINS SEVERAL CONSULTANTS ANNUALLY TO SUPPORT ITS COLLABORATION WITH LOCAL MUNICIPALITIES, INCLUDING THE CITY OF PHILADELPHIA AND THE COMMONWEALTH OF PENNSYLVANIA ON LEGISLATIVE ACTIVITIES RELATED TO CONSERVATION, EDUCATION, TRANSPORTATION, COMMUNITY DEVELOPMENT AND CERTAIN CAPITAL PROJECTS. 42511837 X X 0 37687067 635107 6216817 2087030 42451961 36692077 53228 2147121 1205359 37687067 37753962 1325664 248793 2636342 36692077 34802603 505500 3535367 1089508 37753962 30153164 1388296 4304853 1043710 34802603 0.55600 0.44400 1 0 142778001 95123132 47654869 0 11364842 10056692 1308150 26310605 15910809 10399796 59362815 ACCRUED PENSION LIABILITY 1664557 1664557 X 32176827 4577151 4577151 27599676 91027 -1161283 -1070256 26529420 30741793 65800 65800 30675993 91027 91027 30767020 PART X, LINE 2: THE ZOO IS A PRIVATE NOT-FOR-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE ZOO IS ALSO EXEMPT FROM STATE AND LOCAL TAXES UNDER APPLICABLE STATUTES. THE ZOO RECOGNIZES OR DERECOGNIZES A TAX POSITION BASED UPON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ZOO DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGES IN BENEFIT OBLIGATIONS -932,840. INTEREST RATE SWAP ADJUSTMENT -162,643. RECLASS: SPECIAL EVENTS EXPENSES -65,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS: SPECIAL EVENTS EXPENSES 65,800. SCHEDULE D, PART III, LINE 1B(II) ORGANIZATION ELECTS TO REPORT HISTORICAL TREASURES IN REVENUE & BALANCE SHEET EXHIBITS ARE CAPITALIZED AS UNRESTRICTED NET ASSETS, WHICH ARE RECORDED AT COST AND DEPRECIATED OVER THEIR ESTIMATE USEFUL LIVES. PURCHASED ADDITIONS TO THE ANIMAL AND HORTICULTURAL COLLECTIONS ARE EXPENSES, AS ACQUIRED. ADDITIONS TO THESE COLLECTIONS ACQUIRED OTHER THAN BY PURCHASE ARE NOT ASSIGNED A VALUE AND ARE NOT ACCOUNTED FOR IN THE ACCOUNTS OF THE ZOO. THE AMOUNT REPORTED ON LINE 1B (II) REFLECTS THE VALUE OF THE EXHIBITS, NET OF ACCUMULATED DEPRECIATION, AT FISCAL YEAR-END. SCHEDULE D, PART III, LINE 4 ORGANIZATION'S COLLECTIONS OF ART AND HISTORICAL TREASURES THE ZOOLOGICAL SOCIETY OF PHILADELPHIA (THE "ZOO"), A PRIVATE NOT-FOR-PROFIT CORPORATION ESTABLISHED IN 1859, IS AMERICA'S FIRST ZOO. ITS OFFICIAL OPENING WAS ON JULY 1, 1874. THE ZOO, WHICH IS AN ACCREDITED MEMBER OF THE ASSOCIATION OF ZOOS AND AQUARIUMS ("AZA"), ACQUIRES, MAINTAINS AND EXCHANGES ITS COLLECTION IN ACCORDANCE WITH AZA AND UNITED STATES DEPARTMENT OF AGRICULTURE REGULATIONS. THE ZOO'S CORE PURPOSE IS TO CONNECT PEOPLE WITH WILDLIFE, CREATING JOYFUL DISCOVERY AND INSPIRING ACTION FOR ANIMAL AND HABITATS. THE ZOO SHARES ITS MISSION WITH A DIVERSE AUDIENCE THROUGH FIRST-CLASS EDUCATIONAL PROGRAMMING, OUTSTANDING ANIMAL CARE, COMPELLING EXHIBITIONS, AND CUTTING-EDGE CONSERVATION EFFORTS. CURRENTLY HOME TO APPROXIMATELY 1,744 ANIMALS OF MORE THAN 256 DIFFERENT SPECIES, THE ZOO WELCOMES OVER 1 MILLION VISITORS TO ITS 42 ACRES EACH YEAR AS A NATIONAL ATTRACTION AND REVERED PHILADELPHIA LANDMARK. IN RECENT YEARS, THE ZOO HAS MADE SIGNIFICANT INVESTMENTS IN ANIMAL EXHIBITS, INCLUDING PECO PRIMATE RESERVE, BIG CAT FALLS, MCNEIL AVIAN CENTER, KIDZOOU: HAMILTON FAMILY CHILDREN ZOO & FARIS FAMILY EDUCATION CENTER AND ZOO360, A FIRST IN THE WORLD TRAIL SYSTEM THAT ENABLES ANIMALS TO TRAVEL AND EXPLORE THE CAMPUS. ADDITIONALLY, IN APRIL 2013, THE ZOO ALSO OPENED THE CENTENNIAL DISTRICT TRANSPORTATION CENTER, A FOUR-STORY, 683-SPACE PARKING GARAGE. THIS DEVELOPMENT ALSO CONSISTS OF SIGNIFICANT FUNCTIONAL AND AESTHETIC IMPROVEMENTS TO TRAFFIC FLOW AND PEDESTRIAN RIGHT OF WAY SUCH AS LIGHTING, STREETSCAPE AND SUSTAINABLE LANDSCAPING, AND UPGRADES TO TRAFFIC SIGNALS AND SIGNAGE. THIS PROJECT WAS FINANCED BY FEDERAL, STATE, CITY, AND ZOO FUNDS. SCHEDULE D, PART V, LINE 4 PHILADELPHIA ZOO USES ENDOWMENT FUNDS TO FUND OPERATING PROGRAMS AND RELEVANT MISSION-BASED INITIATIVES. 1 SOUTH AMERICA 0 0 GRANTMAKING 76597 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 16000 0 0 0 0 0 0 92597 0 92597 SUB-SAHARAN AFRICA EDUCATION 16000 WIRE SOUTH AMERICA CONSERVATION 25000 WIRE SOUTH AMERICA FORESTRY 51597 WIRE 3 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE 2 PROCEDURE OF MONITORING GRANTS OUTSIDE US AS A CONDITION OF THESE GRANTS, THE PHILADELPHIA ZOO REQUIRES REPORTS FROM THE ORGANIZATIONS THAT RECEIVE ITS FINANCIAL SUPPORT. THESE MANDATORY PROJECT REPORTS MUST DETAIL COMPLETE ACCOUNTABILITY FOR ALL FUNDS RECEIVED. X X X X X X X 1 JAIME HOWARD 2830 S ADLER ST PHILADELPHIA PA 19148 CONSULTING 0 0 48000 0 RICHARD BOHRER 7 BOLTON COURT WILMINGTON DE 19810 GRANTS CONSULTING 0 0 67380 0 115380 CA CT DE FL IL MD MI NH NJ NY OH PA SC TELETHON 801909 801909 65800 801909 801909 65800 65800 -65800 SCHEDULE G, PART I, QUESTION 2 THE PROFESSIONAL EXPENDITURES PAID TO JAIME L. HOWARD, LLC WERE FOR FEES TO CONSULT ON THE CAPITAL CAMPAIGN STRATEGY. THE PROFESSIONAL EXPENDITURES PAID TO RICHARD BOHRER WERE FOR FEES TO CONSULT ON GRANT WRITING AND FOUNDATION SUPPORT. SCHEDULE G, PART II PHILADELPHIA ZOO'S GLOBAL CONSERVATION GALA IS THE ORGANIZATION'S ANNUAL FUNDRAISING INITIATIVE THAT HONORS INDIVIDUALS AND ORGANIZATIONS FOR EXTRAORDINARY CONTRIBUTIONS, CONSISTENT LEADERSHIP, STEADFAST DEDICATION AND OUTSTANDING ACHIEVEMENT IN THE WORLD OF CONSERVATION. THESE REMARKABLE GROUPS ARE MAKING A WORLD OF DIFFERENCE FOR ANIMALS AND HABITATS HERE AND AROUND THE GLOBE. THE GLOBAL CONSERVATION GALA IS AN IMPORTANT PLATFORM USED TO ADVANCE THE ZOO'S MISSION. OVER THE YEARS, THE SUPPORT GARNERED THROUGH THE GALA HAS SET A TRANSFORMATIVE COURSE FOR A NEARLY EXTINCT PRIMATE FROM SOUTHEASTERN BRAZIL, THE GOLDEN LION TAMARIN; CREATED CAMPAIGNS FOCUSED ON CRITICALLY-ENDANGERED GREAT APES AND BIG CATS TO INSPIRE AND EMPOWER LOCAL STUDENTS AND GUESTS TO BETTER UNDERSTAND HOW THEIR EVERYDAY CHOICES IMPACT THE ENVIRONMENT; AND HIGHLIGHTED LOCAL, NATIONAL AND GLOBAL BENEFITS OF ZOO360, A PIONEERING FIRST-IN-THE-WORLD ANIMAL TRAIL AND EXPLORATION SYSTEM. SINCE ITS INCEPTION IN 2010, PHILADELPHIA ZOO'S GLOBAL CONSERVATION GALA, HAS RAISED MORE THAN $3.5 MILLION TO SUPPORT PHILADELPHIA ZOO'S CONSERVATION MISSION OF CONNECTING PEOPLE WITH WILDLIFE, CREATING JOYFUL DISCOVERY AND INSPIRING ACTION FOR ANIMALS AND HABITATS. WHILE THE ANNUAL GALA WAS SUSPENDED IN FALL 2020 DUE TO COVID-19, THE ZOO HELD ITS INAUGURAL ZOO-A-THON, A FUNDRAISING EVENT WITH THE MISSION OF RAISING FUNDS TO HELP CARE FOR THE ZOO'S ANIMALS. IN PARTNERSHIP WITH 6ABC, A VARIETY OF BROADCAST, DIGITIAL, AND SOCIAL MEDIA PLATFORMS WERE USED THROUGHOUT THE DAY TO HIGHLIGHT THE IMPORTANT WORK HAPPENING AT THE ZOO, WHILE FEATURING AMAZING ANIMALS AND TALENTED STAFF. 1 ENVIRONMENTAL PROTECTION IN THE CARIBBEAN 411 WALNUT STREET GREEN COVE SPRINGS FL 32043 651027393 501 (C)(3) 9000 CONSERVATION 1 0 SCHEDULE I, PART I, LINE 2 THE PHILADELPHIA ZOO AWARDS, CONTRIBUTES, AND GRANTS FUNDS TO ORGANIZATIONS WITH ALIGNED MISSIONS, WHICH INCLUDES THE SELECTION OF SOME ORGANIZATIONS TO PARTICIPATE IN THE ALBERT M. GREENFIELD UNLESS CONTEST. THE ALBERT M. GREENFIELD UNLESS CONTEST CREATES AWARENESS THAT INSPIRES SOLUTIONS AND ACTIONS TO IMPACT THE FUTURE OF WILDLIFE. THE ZOO, IN PARTNERSHIP WITH AREA COLLEGES AND UNIVERSITIES AS WELL AS THE ALBERT M. GREENFIELD FOUNDATION, AWARDS SCHOLARSHIPS TO INDIVIDUALS AS PART OF OUR ZOO CHAMPIONS FOR RESTORING ENDANGERED WILDLIFE (ZOO CREW) PROGRAM. ZOOCREW IS A DIVERSE, MULTI-YEAR YOUTH MENTORING AND ENGAGEMENT PROGRAM THAT CREATES CONSERVATION-MINDED, CIVICALLY ENGAGED CITIZENS. THEIR ZOOCREW EXPERIENCE AND EXPOSURE TO STEM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH) ACTIVITIES COMPELS MANY OF OUR PROGRAM PARTICIPANTS TO PURSUE STUDIES IN STEM, INCREASING RECRUITMENT OF UNDER-REPRESENTED GROUPS IN THESE FIELDS. THIS PROGRAM HAS GRADUATED MORE THAN 155 STUDENTS OVER THE PAST 19 YEARS. ZOOCREW ENLISTS, EQUIPS, AND INSPIRES 14-18 YEAR-OLDS TO BE PART OF THE NEXT GENERATION OF WILDLIFE AND ENVIRONMENTAL STEWARDS. THIS PROGRAM HAS PROVEN TO BE A PLATFORM FOR THE EDUCATIONAL SUCCESS OF ITS PARTICIPANTS, BOASTING A 100% HIGH SCHOOL GRADUATION RATE AND A 96% COLLEGE MATRICULATION RATE, WITH 75% OF ZOOCREW GRADUATES PURSUING UNDERGRADUATE MAJORS IN THE SCIENCES. THE ZOO FOLLOWS UP ANNUALLY WITH MATRICULATED STUDENTS TO REUNITE THE GROUP AND CHECK IN ON THEIR PROGRESS. AS A CONDITION OF GRANTS, THE ZOO REQUIRES PROJECT REPORTS, WHICH DETAIL COMPLETE ACCOUNTABILITY FOR ALL FUNDS RECEIVED, FROM THE ORGANIZATIONS THAT RECEIVE ITS FINANCIAL SUPPORT. THERE WERE NO ZOOCREW SCHOLARSHIPS AWARDED IN FY2021 DUE TO COVID-19. X X X 0 1 0 0 0 0 0 1 0 VIKRAM DEWAN PRESIDENT AND CEO 338959 0 0 0 908 0 163427 0 10612 0 513906 0 0 0 ANDREW BAKER CHIEF OPERATING OFFICER (THRU 10/20) 177745 0 0 0 101103 0 13573 0 6239 0 298660 0 0 0 NEIL VINCENT BATIANCILA CHIEF DEVELOPMENT OFFICER 195834 0 0 0 71 0 9809 0 6122 0 211836 0 0 0 AMY SHEARER CHIEF MARKETING OFFICER 198795 0 0 0 159 0 9940 0 0 0 208894 0 0 0 CHRISTINE CONTI CONTROLLER/TREASURER (AS OF 08/20) 147907 0 10000 0 170 0 8329 0 10168 0 176574 0 0 0 JACK WAGNER CHIEF FINANCIAL OFFICER (THRU 08/20) 147269 0 0 0 308 0 7685 0 11169 0 166431 0 0 0 WENDY HAMILTON CHIEF GUEST ENGAGEMENT OFFICER 147343 0 0 0 8855 0 586 0 1638 0 158422 0 0 0 COURTNEY MACLEAN JOHNSON CHIEF ADMINISTRATION OFFICER 122367 0 20000 0 67 0 5135 0 7872 0 155441 0 0 0 SCHEDULE J, PART I, LINE 4B DURING THE FISCAL YEAR ENDED FEBRUARY 28, 2021, THE CEO PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED PLAN. THE SUPPLEMENTAL NONQUALIFIED PLAN 2020 CONTRIBUTION IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C) IN THE AMOUNT OF $150,000. THIS CONTRIBUTION IS UNVESTED AND UNFUNDED AT THIS TIME. SCHEDULE J, PART I, LINE 7 THE ZOO HAS IN PLACE A PERFORMANCE EXCELLENCE PLAN WHICH IS AN ANNUAL PERFORMANCE INCENTIVE FOR ELIGIBLE EMPLOYEES BASED ON THE ZOO'S PERFORMANCE AND THE EMPLOYEE'S INDIVIDUAL PERFORMANCE. IT IS DESIGNED TO PROVIDE A FLAT PAYMENT TO ELIGIBLE EMPLOYEES WHEN THE ZOO MEETS SPECIFIC PERFORMANCE CRITERIA IN THE AREAS OF ATTENDANCE, GUEST EXPERIENCE SCORE AND FUNDS AVAILABLE FOR REINVESTMENT IN CONJUNCTION WITH THE EMPLOYEE MEETING INDIVIDUAL ANNUAL PERFORMANCE OBJECTIVES AND BEING ACTIVELY EMPLOYED ON THE AWARD DATE. ELIGIBILITY INCLUDES ALL FULL-TIME, SCHEDULED PART-TIME AND SEASONAL STAFF MEMBERS. ONE-TIME PAYMENTS WERE MADE TO INDIVIDUALS AS RECOGNITION FOR ADDITIONAL RESPONSIBILITIES ASSUMED DURING THE YEAR. SCHEDULE J, PART II, COLUMN B(III) UPON RETIREMENT, ANDY BAKER WAS PAID OUT ACCUMULATED VACATION AND SICK PAY IN ACCORDANCE WITH OUR LEAVE PLAN. SUCH AMOUNT IS INCLUDED IN COLUMN B(III). A BOROUGH OF LANGHORNE HIGHER ED & HEALTH AUTH 232581246 000000000 2019-06-21 5215000 REFINANCE OF BOND ISSUED IN 2012 0 0 0 A 5215000 5215000 2019 1 0 1 1 A 0 0 1 1 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 29 1990865 FMV X WATER 1 2120001 FMV X MULTI BUILDING UPDATES 1 1513744 FMV X PLEDGES 11 983459 FMV X VEHICLE FUEL 1 7358 FMV X CATERING 1 2620 FMV 0 1 1 FORM 990, PART I, LINE 32 THE ZOOLOGICAL SOCIETY OF PHILADELPHIA HAS A MERRILL LYNCH ACCOUNT TO ACCEPT STOCK DONATIONS. EACH STOCK DONATION IS SOLD PROMPTLY, AND THE CASH FUNDS ARE TRANSFERRED TO THE OPERATING BANK ACCOUNT. GENERAL STATEMENT REGARDING THE IMPACT OF COVID-19 ON THE ORGANIZATION: IN MARCH 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE OUTBREAK OF A NOVEL CORONAVIRUS ("COVID-19") AS A PANDEMIC. THE VIRUS CONTINUES TO SPREAD THROUGHOUT THE UNITED STATES AND THE WORLD. THE SPREAD OF COVID-19 HAS CAUSED SIGNIFICANT VOLATILITY IN THE U.S. AND INTERNATIONAL MARKETS. THERE IS SIGNIFICANT UNCERTAINTY AROUND THE BREADTH AND DURATION OF BUSINESS DISRUPTIONS RELATED TO COVID-19, AS WELL AS ITS IMPACT ON THE U.S. AND INTERNATIONAL ECONOMIES, INCLUDING MATERIAL IMPACTS TO THE BUSINESS AND OPERATIONS OF THE ZOO DURING THE YEAR ENDING FEBRUARY 28, 2021. THE ZOO RECEIVED PAYCHECK PROTECTION PROGRAM ("PPP") LOANS IN THE AMOUNT OF $3,450,000 AND $2,000,000 ON APRIL 14, 2020 AND FEBRUARY 9, 2021, RESPECTIVELY, GRANTED BY THE SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT ("CARES ACT"). PPP LOANS ARE CONSIDERED CONDITIONAL CONTRIBUTIONS, SUBJECT TO A RIGHT-OF-RETURN IN THE FORM OF AN OBLIGATION TO REPAY THE FUNDS IF A BARRIER TO ENTITLEMENT IS NOT MET. THE BARRIER IS THAT PPP LOAN FUNDS MUST BE USED TO MAINTAIN EMPLOYEE HEADCOUNT, RELATED COMPENSATION COSTS, AND OTHER QUALIFYING EXPENSES INCURRED FOLLOWING RECEIPT OF THE FUNDS. FOR THE PPP LOAN RECEIVED IN APRIL 2020, THE ZOO RECOGNIZED THE AMOUNT RECEIVED AS GRANT REVENUE AS QUALIFIED EXPENSES OCCURRED/BARRIERS TO ENTITLEMENT WERE MET. FOR THE YEAR ENDED FEBRUARY 28, 2021, THIS RESULTED IN PPP GRANT REVENUE OF $2,709,000 BEING RECOGNIZED IN THE STATEMENT OF ACTIVITIES AND THE REMAINING PORTION OF THE PPP LOAN PROCEEDS OF $2,741,000 INCLUDED WITHIN REFUNDABLE ADVANCE IN THE STATEMENT OF FINANCIAL POSITION. APPLICATION FOR FORGIVENESS OF THE ENTIRE AMOUNT OF THE PPP LOAN RECEIVED IN APRIL 2020 WAS MADE IN APRIL 2021, ACCOMPANIED BY REQUIRED COMPLIANCE SUBSTANTIATION AND CERTIFICATION. HOWEVER, AT THE TIME OF ISSUANCE OF THE FINANCIAL STATEMENTS, NOTICE OF FORGIVENESS OF THAT LOAN HAD NOT BEEN RECEIVED FROM THE LENDER. ALL DOCUMENTATION SUPPORTING PROGRAM COMPLIANCE HAS BEEN MADE AVAILABLE FOR THE FINANCIAL STATEMENT AUDIT. ALL INDICATIONS ARE THAT THE LOAN WILL BE FORGIVEN IN FULL. HOWEVER, IF A PORTION OF THE LOAN MUST BE REPAID, THE TERMS (1% PER ANNUM, REPAYABLE OVER A MAXIMUM OF FIVE YEARS WITH A SIX-MONTH DEFERRAL PERIOD) ARE SUCH THAT THE ZOO EXPECTS TO HAVE SUFFICIENT ACCESS TO SOURCES OF LIQUIDITY TO REPAY THE UNFORGIVEN PORTION. APPLICATION FOR FORGIVENESS OF THE PPP LOAN RECEIVED IN FEBRUARY 2021 WILL BE MADE ONLY AFTER THE APPLICABLE PERIOD FOR USE OF THOSE FUNDS HAS EXPIRED. ON JUNE 29, 2020, THE ZOO RECEIVED FUNDING THROUGH THE SMALL BUSINESS ADMINISTRATION'S ECONOMIC INJURY DISASTER LOAN (EIDL) PROGRAM AUTHORIZED BY THE CARES ACT. THE LOAN AMOUNT WAS $150,000, WITH MONTHLY PRINCIPAL PAYMENTS COMMENCING ON JUNE 29, 2021. THE TERM OF THE LOAN IS 30 YEARS AND THE LOAN MATURES ON JUNE 29, 2050. THE EFFECTIVE INTEREST RATE IS 2.75% AT FEBRUARY 28, 2021. AS A RESULT OF COVID-19, IN THE SPRING OF 2020, THE ZOO CLOSED ITS HISTORIC GATES FOR MORE THAN 100 DAYS, RE-OPENING WITH LIMITED CAPACITY TO GUESTS ON JULY 6, 2020. DESPITE THE ZOO'S CLOSURE TO THE PUBLIC, THE ORGANIZATION CONTINUED ITS DAILY CARE OF MORE THAN 1,300 ANIMALS. WITH SEVERELY DIMINISHED EARNED REVENUE, THE MOUNTING COSTS OF FOOD AND NUTRITION, MEDICINE AND MEDICAL CARE, ANIMAL PROFESSIONALS AND ALL OTHER ASPECTS OF OPERATING THE ZOO STILL CONTINUED. FACING A $20 MILLION LOSS IN ONE YEAR ALONE, THIS LEVEL OF FINANCIAL HARDSHIP WILL TAKE MANY YEARS TO RECOVER. FORM 990, BOX G: GROSS RECEIPTS OF $43,427,774 ARE THE TOTAL AMOUNTS THE ORGANIZATION RECEIVED FROM ALL SOURCES DURING THE YEAR, WITHOUT SUBTRACTING ANY COSTS OR EXPENSES. THE CALCULATION INCLUDES PROCEEDS FROM SALES OF STOCKS/BONDS IN THE AMOUNT OF $16,832,553 THAT WERE PLACED BACK INTO THE STOCK MARKET IN MORE CONSERVATIVE PORTFOLIOS AS A RESULT OF COVID-19. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM WITH THE ASSISTANCE OF MANAGEMENT. AN INITIAL AND DETAILED REVIEW OF THE COMPLETED FORM 990 IS PERFORMED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER PRIOR TO FILING. FOLLOWING THEIR REVIEW, THE FORM 990 IS PRESENTED TO AND REVIEWED IN DETAIL BY THE AUDIT, SAFETY AND COMPLIANCE COMMITTEE AT A COMMITTEE MEETING. ADDITIONALLY, THE TAX PARTNER FROM THE ACCOUNTING FIRM THAT PREPARES THE FORM 990 ATTENDS SUCH MEETING. SUBSEQUENT TO THE COMMITTEE'S REVIEW, A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS. EACH BOARD MEMBER HAS AMPLE TIME AND OPPORTUNITY TO RAISE QUESTIONS ABOUT ANY ITEM IN THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE PHILADELPHIA ZOO MAINTAINS WRITTEN CONFLICT OF INTEREST POLICIES FOR DIRECTORS AND EMPLOYEES. EACH YEAR, ALL DIRECTORS, OFFICERS AND EMPLOYEES IN MANAGEMENT POSITIONS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DECLARATION. ALL CONFLICTS INVOLVING A DIRECTOR ARE REVIEWED BY THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD; ADDITIONALLY, SUCH CONFLICTS ARE DISCLOSED TO THE ENTIRE BOARD. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST IS REQUIRED TO RECUSE HIM/HERSELF FROM ANY DISCUSSION, NEGOTIATION, DELIBERATION OR DECISION MAKING INVOLVING THE TRANSACTION CAUSING THE CONFLICT. ALL INTERESTS INVOLVING AN EMPLOYEE ARE REVIEWED BY THE VP OF HUMAN RESOURCES, THE CHIEF FINANCIAL OFFICER AND THE CHIEF EXECUTIVE OFFICER. ANY INTERESTS THAT CREATE A CONFLICT ARE REPORTED TO THE AUDIT, SAFETY AND COMPLIANCE COMMITTEE BY THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION REVIEW THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITIES OF A COMPENSATION COMMITTEE. IN CONJUNCTION WITH THIS PERFORMANCE APPRAISAL, THE CEO'S COMPENSATION IS REVIEWED AND ESTABLISHED BY THE COMMITTEE WITH FINAL APPROVAL BY THE BOARD. THIS COMPENSATION REVIEW INCLUDES USE OF COMPARABILITY DATA (FOR BOTH PEER ORGANIZATIONS AND LOCAL MARKET BENCHMARKING), SALARY SURVEYS AND OTHER RELEVANT AND INDEPENDENT DATA. CONTEMPORANEOUS SUBSTANTIATION OF THE EXECUTIVE COMMITTEE'S REVIEWS AND DECISIONS IS MAINTAINED. AS FOR THE APPROXIMATE 10 INDIVIDUALS THAT COMPRISE THE SENIOR LEADERSHIP TEAM, THE CHIEF EXECUTIVE OFFICER PRESENTS TO THE EXECUTIVE COMMITTEE FOR DISCUSSION THEIR PERFORMANCE REVIEWS, AS WELL AS HIS COMPENSATION RECOMMENDATIONS AND RELATED PEER ORGANIZATION AND LOCAL MARKET SALARY BENCHMARKING. THE COMPENSATION AND BENEFITS OF THE CEO'S DIRECT REPORTS ARE ALSO APPROVED, PRIOR TO IMPLEMENTATION, BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS THE PHILADELPHIA ZOO WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS AND FORM 990 TO THE PUBLIC UPON REQUEST. THE ORGANIZATION ALSO ALLOWS THE PUBLIC THE OPPORTUNITY TO INSPECT THESE DOCUMENTS AT THE ORGANIZATION'S OFFICE UPON REQUEST. ALTERNATIVELY, THE ORGANIZATION POSTS ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE. FORM 990, PART XI, LINE 9: INTEREST RATE SWAP ADJUSTMENT 162,643. CHANGES IN BENEFIT OBLIGATIONS 932,840.