2021-02-23T15:20:09-06:00 2020-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BOULEVARD 7TH FLOOR LOS ANGELES CA 900243783 990 2019-07-01 952369545 GREATER LOS ANGELES ZOO ASSOCIATION GREA 3236446001 5333 ZOO DRIVE LOS ANGELES CA 900271498 CONNIE M MORGAN PRESIDENT 3236444766 2021-02-23 1 LIOR TEMKIN P00748170 3104773924 2021-02-23 2019 2022-09-23 18:48:47Z GLAZA TOM JACOBSON 5333 ZOO DRIVE LOS ANGELES CA 900271498 18124054 0 X WWW.LAZOO.ORG X 1963 CA SEE SCHEDULE O 35 34 146 589 74670 -198217 14219864 9652897 9261279 7105973 758507 1151784 41093 47363 24280743 17958017 8056931 6216503 0 0 5595674 5735023 59488 37494 1458078 7184484 7185548 20896577 19174568 3384166 -1216551 39970980 39238181 1900154 2712578 38070826 36525603 X SEE SCHEDULE O FORM 990, PART I, LINE 1 DETAIL 0 0 11843716 5104833 7078666 SEE SCHEDULE O 2762045 0 0 SEE SCHEDULE 0 1111671 1111671 SEE SCHEDULE 0 15717432 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 93 0 1 146 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 35 34 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 3236444766 5333 ZOO DRIVE LOS ANGELES CA 900271498 CATHY ARKLEY TRUSTEE (UNTIL 12/2019) 3.00 X 0 0 0 ALMA BANUELOS TRUSTEE (FROM 01/2020) 3.00 X 0 0 0 JAMES K BRAY TRUSTEE (UNTIL 03/2020) 3.00 X 0 0 0 ALEXIS MILLER BUESE TRUSTEE 3.00 X 0 0 0 MICHAEL BUSTAMANTE TRUSTEE 3.00 X 0 0 0 ESTHER CHAO TRUSTEE (FROM 06/2020) 3.00 X 0 0 0 JILLIAN ROMERO CHAVES TRUSTEE 3.00 X 0 0 0 WENDY DENHAM TRUSTEE 3.00 X 0 0 0 ROB ELLIS TRUSTEE 3.00 X 0 0 0 CASSIDY HORN TRUSTEE 3.00 X 0 0 0 LAURA KAPLANSKY TRUSTEE 3.00 X 0 0 0 TYLER K KELLEY TRUSTEE 3.00 X 0 0 0 DIANN H KIM TRUSTEE 3.00 X 0 0 0 ANTHONY L KITCHENER TRUSTEE 3.00 X 0 0 0 RICHARD LICHTENSTEIN TRUSTEE 3.00 X 0 0 0 ALAN G LOWY TRUSTEE 3.00 X 0 0 0 BETTY WHITE LUDDEN TRUSTEE 3.00 X 0 0 0 STEVE O'CONNELL TRUSTEE (FROM 01/2020) 3.00 X 0 0 0 MARC L SALLUS TRUSTEE 3.00 X 0 0 0 PATRICIA SILVER TRUSTEE 3.00 X 0 0 0 SLASH TRUSTEE 3.00 X 0 0 0 JAY SONBOLIAN TRUSTEE 3.00 X 0 0 0 ERIKA ARONSON STERN TRUSTEE 3.00 X 0 0 0 MADELINE JOYCE TAFT TRUSTEE 3.00 X 0 0 0 FRANCO TERANGO TRUSTEE 3.00 X 0 0 0 ELLIA THOMPSON TRUSTEE 3.00 X 0 0 0 MICHAEL WANDELL TRUSTEE (FROM 03/2020) 3.00 X 0 0 0 LAURA Z WASSERMAN TRUSTEE 3.00 X 0 0 0 JENNIFER THORNTON WIELAND TRUSTEE 3.00 X 0 0 0 ANGELA YIM-SULLIVAN TRUSTEE 3.00 X 0 0 0 ELISABETH HUNT PRICE CHAIR 3.00 X X 0 0 0 RICHARD CORGEL VICE-CHAIR 3.00 X X 0 0 0 BRIAN DIAMOND VICE-CHAIR 3.00 X X 0 0 0 GREGORY D FUSS TREASURER 3.00 X X 0 0 0 PHYLLIS KUPFERSTEIN SECRETARY 3.00 X X 0 0 0 CONNIE MORGAN PRESIDENT (UNTIL 3/2019) 37.50 X 376935 0 61154 THOMAS JACOBSON PRESIDENT (FROM 07/2019) 37.50 X 137816 0 22920 HUGH MILLER V.P., CFO (UNTIL 06/2019) 37.50 X 154580 0 41510 GRETCHEN HUMBERT V.P., CFO (FROM 12/2019) 37.50 X 15536 0 1545 EUGENIA VASELS-RANDEL V.P., INSTITUTIONAL ADVANC 37.50 X 206891 0 88334 ALYSHA HILLIARD V.P., MARKETING 37.50 X 173060 0 69792 DAWN PETERSEN-AMEND GENERAL COUNSEL 37.50 X 249702 0 89078 SARA RODRIGUEZ V.P., OPERATIONS 37.50 X 140051 0 15191 ROBERT WOOLLEY SENIOR DIRECTOR DEVELOPMEN 37.50 X 147926 0 15101 KEVIN O'BRIEN DIRECTOR OF CORPORATE GIVING 37.50 X 135548 0 19720 MARTIN MARCUSE DIRECTOR OF INFORMATION SYSTEMS 37.50 X 116366 0 12464 EMILY MARRIN MARKETING & COMMUNICATION DIRECTOR 37.50 X 107168 0 6961 ERIC HAPPE CONTROLLER 37.50 X 104273 0 14108 2065852 0 457878 12 0 1 0 MOBILE ILLUMINATION INC 9255 CORBIN AVE NORTHRIDGE CA 91324 EXHIBIT FABRICATION 1122428 MILES RIVER DIRECT 19 BOARDMAN LANE SOUTH HAMILTON MA 01982 MEMBERSHIP DIRECT MAIL 625799 RIESTER 3344 E CAMELBACK RD PHOENIX AZ 85018 ADVERTISING & WEBSITE DESIGN 467484 GLOBAL EXPERIENCE SPECIALISTS INC 500 NORTH BRAND BLVD GLENDALE CA 91203 EXHIBIT FABRICATION 332915 4 4171449 938437 4543011 9652897 EXHIBITIONS & TICKETED 900099 4552550 4552550 CONCESSIONS COMMISSION 900099 2478753 2478753 SPONSORSHIP REVENUE 900099 74670 74670 7105973 680771 680771 629049 158036 471013 471013 471013 8001 938437 8001 0 MISCELLANEOUS REVENUE 900099 47363 47363 47363 17958017 7078666 74670 1151784 6064709 6064709 151794 151794 1510827 670362 411458 429007 3343211 2146449 630703 566059 167388 112133 37938 17317 351263 222815 78691 49757 362334 225837 69298 67199 50939 50585 354 60626 60626 10000 10000 37494 37494 87047 87047 572719 490060 72954 9705 1079531 1079508 23 438026 350772 62864 24390 242447 113934 82868 45645 146469 138499 7970 47095 26974 11892 8229 63990 16267 45868 1855 2021 2021 199024 29394 169630 441515 351447 73763 16305 COMMUNITY EVENTS 911356 892559 5138 13659 PRINTING & PUBLICATIONS 691592 661427 1018 29147 BANK FEES 235309 192456 33014 9839 DONOR AND MEMBER BENEFI 234224 171047 987 62190 1671618 1608989 2725 59904 19174568 15717432 1999058 1458078 1556122 1800309 18987226 16426526 2136402 1994546 1802830 4309 56640 0 557415 426109 1635233 1299568 367909 335665 14368862 18119784 137574 130933 39970980 39238181 1603897 1211724 296257 488354 0 1012500 1900154 2712578 X 24173218 21714681 13897608 14810922 38070826 36525603 39970980 39238181 -1216551 -328672 0 X X 0 1 X 1 0 X 12920917 16259362 13149467 14219864 9597956 66147566 3394012 3376917 3188640 9261279 7105973 26326821 305450 417442 476065 231617 8001 1438575 16620379 20053721 16814172 23712760 16711930 93912962 1113631 1432551 1507110 4327392 2074456 10455140 2312806 2412449 2498151 2442343 1812985 11478734 3426437 3845000 4005261 6769735 3887441 21933874 71979088 450840 432995 425928 651505 680771 2642039 450840 432995 425928 651505 680771 2642039 79255 54785 43649 41093 47363 266145 17150474 20541501 17283749 24405358 17440064 96821146 0.74340 0.74700 0.02730 0.02700 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2015 AMOUNT: $ 79,255. 2016 AMOUNT: $ 54,785. 2017 AMOUNT: $ 43,649. 2018 AMOUNT: $ 41,093. 2019 AMOUNT: $ 47,363. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 10000 10000 0 PART II-B, LINE 1: THE ORGANIZATION HIRED A LOBBYING FIRM TO PERFORM CONSULTING AND LOBBYING SERVICES TO ASSESS POSSIBLE FUNDING OPPORTUNITIES FROM VARIOUS LEGISLATIVE BODIES. 23775599 589460 696625 23668434 23204632 1149007 578040 23775599 22690956 109531 972460 568315 23204632 20711382 117758 1878464 16648 22690956 21598427 -861531 25514 20711382 0.82000 0.09000 0.09000 0 0 305174 280687 24487 1330059 1018881 311178 335665 X 17544754 -322030 2456 -319574 17864328 87047 6642 93689 17958017 19089977 2456 2456 19087521 87047 87047 19174568 PART V, LINE 4: GLAZA MANAGES ENDOWMENT FUNDS TO SUPPORT GLAZA AND ZOO OPERATIONS AND PROGRAMS. THE MAJORITY OF GLAZA'S ENDOWMENT FUNDS ARE UNRESTRICTED BEQUESTS WHICH THE BOARD HAS DESIGNATED TO BE TREATED AS ENDOWMENT. A PORTION OF THESE UNRESTRICTED FUNDS ARE USED TO GUARANTEE GLAZA'S LINE OF CREDIT COMMITMENT. GLAZA'S PERMANENTLY RESTRICTED ENDOWMENT FUNDS HAVE BEEN LARGELY GIVEN BY DONORS FOR A SPECIFIC AREA OF SUPPORT: EDUCATIONAL PROGRAMS, THE DOCENT PROGRAM, AND ZOO EXHIBIT IMPROVEMENTS. WITH ALL ENDOWMENT FUNDS, GLAZA HAS ADOPTED A DISTRIBUTION POLICY THAT WHILE ALLOWING FOR CURRENT DISTRIBUTIONS, PLACES AN EMPHASIS ON LONG-TERM GROWTH OF THE ENDOWMENT FUNDS SO THAT THEY CAN PROVIDE INCREASING SUPPORT IN THE FUTURE. PART X, LINE 2: IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES" ("ASC 740"), GLAZA RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, GLAZA HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. GLAZA RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUNE 30, 2020, GLAZA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THE FEDERAL AND STATE OF CALIFORNIA INCOME TAX RETURNS FOR GLAZA STILL OPEN AND SUBJECT TO IRS OR STATE OF CALIFORNIA EXAMINATION ARE AS FOLLOWS: FEDERAL (2016-2019) AND STATE (2015-2019). PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 2,456. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET UNREALIZED LOSS ON BENEFICIAL INTEREST IN PERPETUAL TRUSTS 6,642. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 2,456. 1 0 0 0 0 0 0 0 0 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GORILLA CONSERVATION 20000 CHECK PAYMENT N/A CASH GRANT SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, INDIAN GHARIAL CONSERVATION 12794 WIRE TRANSFER N/A CASH GRANT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, VULTURES CONSERVATION 10000 WIRE TRANSFER N/A CASH GRANT EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, ASIAN ELEPHANT CONSERVATION 10000 CHECK PAYMENT N/A CASH GRANT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, EMERGENCY SUPPORT PROGRAM 10000 CHECK PAYMENT N/A CASH GRANT EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SAOLA CONSERVATION 10000 WIRE TRANSFER N/A CASH GRANT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, AFRICAN GREY PARROTS 10000 WIRE TRANSFER N/A CASH GRANT SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, CHACOAN PECCARY PROJECT 8000 CHECK PAYMENT N/A CASH GRANT SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, ELEPHANT CONSERVATION 8000 WIRE TRANSFER N/A CASH GRANT CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, JAGUAR CONSERVATION 8000 CHECK PAYMENT N/A CASH GRANT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PRIMATE/BUSHMEAT CONSERVATION 7000 CHECK PAYMENT N/A CASH GRANT SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, GIANT OTTER CONSERVATION 6000 WIRE TRANSFER N/A CASH GRANT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PAINTED DOG CONSERVATION 6000 CHECK PAYMENT N/A CASH GRANT SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, RED UAKARI MONKEY CONSERVATION 6000 WIRE TRANSFER N/A CASH GRANT SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, BUSHMEAT CONSERVATION 5000 CHECK PAYMENT N/A CASH GRANT EAST ASIA AND THE PACIFIC HORNBILL CONSERVATION 5000 WIRE TRANSFER N/A CASH GRANT EAST ASIA AND THE PACIFIC KOMODO DRAGON CONSERVATION 5000 WIRE TRANSFER N/A CASH GRANT EAST ASIA AND THE PACIFIC JAVAN WARTY PIG CONSERVATION 5000 WIRE TRANSFER N/A CASH GRANT 18 0 0 0 0 0 0 0 PART I, LINE 2: ON BEHALF OF THE ZOO, GLAZA FUNDS CONSERVATION PROJECTS WITHIN THE UNITED STATES AND AROUND THE WORLD. ZOO CURATORS AND OFFICIALS WHO WORK CLOSELY WITH CONSERVATION GROUPS MAKE RECOMMENDATIONS TO SENIOR ZOO STAFF FOR BUDGETING PROPOSED CONSERVATION GRANTS. ZOO CURATORS AND SENIOR STAFF HAVE DECADES OF EXPERIENCE WORKING WITH CONSERVATION GROUPS, AND THE VAST MAJORITY OF ORGANIZATIONS AND THEIR STAFFS HAVE BEEN KNOWN TO ZOO OFFICIALS OVER THE YEARS. BUDGETED ORGANIZATIONS ARE THEN INVITED TO COMPLETE A ZOO/GLAZA GRANT REQUEST FORM WHERE THEY PROVIDE INFORMATION ABOUT THEIR ORGANIZATION, MISSION, AND GOVERNANCE; PRIOR GRANTS FROM THIS PROGRAM; AND THE PROPOSED PROJECT TO BE FUNDED, HOW IT WILL BE ADMINISTERED AND EVALUATED. ZOO AND GLAZA STAFF REVIEW THESE GRANT REQUESTS, AS WELL AS DO ON-LINE AND OTHER RESEARCH TO DETERMINE THE ORGANIZATIONS' ABILITY TO COMPLETE THE PROPOSED PROJECTS. A MAJORITY OF GRANTS ARE TO ORGANIZATIONS WHICH HAVE BEEN PREVIOUSLY FUNDED BY THIS PROGRAM. DURING THE TERMS OF THE GRANTS, ZOO CURATORS MAINTAIN CONTACT WITH THE ORGANIZATIONS AND RECEIVE INTERIM AND FINAL WRITTEN AND ORAL UPDATES ON THE PROGRESS OF THE PROJECTS. PART III ACCOUNTING METHOD: X X X X X X X 1 PREMIER PARTNERSHIPS 1148 4TH ST SANTA MONICA CA 90403 ASSIST WITH SPONSORSHIP SOLICITATION 0 0 37494 -37494 37494 -37494 CA BEASTLY BALL 946438 938437 8001 8001 946438 938437 8001 8001 8001 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) GLAZA'S AGREEMENT WITH PREMIER PARTNERSHIPS ("PREMIER") PROVIDES FOR THE MONTHLY REIMBURSEMENT OF ALL REASONABLE, DIRECT, OUT-OF-POCKET EXPENSES (TRAVEL, LODGING, FOOD AND BEVERAGES) INCURRED IN THE FURTHERANCE OF PREMIER'S SPONSORSHIP SOLICITATION SERVICES, PROVIDED THAT SUCH EXPENSES OR ACTIVITIES HAVE BEEN PRE-APPROVED IN WRITING BY GLAZA. DURING THE YEAR ENDED JUNE 30, 2020, THERE WERE NO AMOUNTS REIMBURSED FOR SUCH EXPENSES. 1 LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 1937877 CASH GRANTS N/A EVENTS TRANSFER LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 1629584 CASH GRANTS N/A CONCESSIONS TRANSFER LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 1023935 CASH GRANTS N/A MEMBERSHIP TRANSFER LOS ANGELES ZOO AND BOTANICAL GARDENS CITY OF LOS ANGELES DEPT OF THE ZOO 5333 ZOO DR LOS ANGELES CA 90027 956000735 501(C)(3) 12881 CASH GRANTS N/A SITE RENTALS TRANSFER 1 0 PART I, LINE 2: ON BEHALF OF THE ZOO, GLAZA FUNDS CONSERVATION PROJECTS WITHIN THE UNITED STATES AND AROUND THE WORLD. ZOO CURATORS AND OFFICIALS WHO WORK CLOSELY WITH CONSERVATION GROUPS MAKE RECOMMENDATIONS TO SENIOR ZOO STAFF FOR BUDGETING PROPOSED CONSERVATION GRANTS. ZOO CURATORS AND SENIOR STAFF HAVE DECADES OF EXPERIENCE WORKING WITH CONSERVATION GROUPS, AND THE VAST MAJORITY OF ORGANIZATIONS AND THEIR STAFFS HAVE BEEN KNOWN TO ZOO OFFICIALS OVER THE YEARS. BUDGETED ORGANIZATIONS ARE THEN INVITED TO COMPLETE A ZOO/GLAZA GRANT REQUEST FORM WHERE THEY PROVIDE INFORMATION ABOUT THEIR ORGANIZATION, MISSION, AND GOVERNANCE; PRIOR GRANTS FROM THIS PROGRAM; AND THE PROPOSED PROJECT TO BE FUNDED, HOW IT WILL BE ADMINISTERED AND EVALUATED. ZOO AND GLAZA STAFF REVIEW THESE GRANT REQUESTS, AS WELL AS DO ON-LINE AND OTHER RESEARCH TO DETERMINE THE ORGANIZATIONS' ABILITY TO COMPLETE THE PROPOSED PROJECTS. A MAJORITY OF GRANTS ARE TO ORGANIZATIONS WHICH HAVE BEEN PREVIOUSLY FUNDED BY THIS PROGRAM. DURING THE TERMS OF THE GRANTS, ZOO CURATORS MAINTAIN CONTACT WITH THE ORGANIZATIONS AND RECEIVE INTERIM AND FINAL WRITTEN AND ORAL UPDATES ON THE PROGRESS OF THE PROJECTS. X X X X 0 1 0 0 0 0 0 0 0 CONNIE MORGAN PRESIDENT (UNTIL 3/2019) 134464 0 30000 0 212471 0 36635 0 24519 0 438089 0 211035 0 THOMAS JACOBSON PRESIDENT (FROM 07/2019) 137300 0 0 0 516 0 16042 0 6878 0 160736 0 0 0 HUGH MILLER V.P., CFO (UNTIL 06/2019) 145466 0 7500 0 1614 0 20966 0 20544 0 196090 0 0 0 EUGENIA VASELS-RANDEL V.P., INSTITUTIONAL ADVANC 205307 0 0 0 1584 0 42983 0 45351 0 295225 0 0 0 ALYSHA HILLIARD V.P., MARKETING 172485 0 0 0 575 0 28144 0 41648 0 242852 0 0 0 DAWN PETERSEN-AMEND GENERAL COUNSEL 197844 0 50000 0 1858 0 50172 0 38906 0 338780 0 0 0 SARA RODRIGUEZ V.P., OPERATIONS 137278 0 2500 0 273 0 7590 0 7601 0 155242 0 0 0 ROBERT WOOLLEY SENIOR DIRECTOR DEVELOPMEN 147566 0 0 0 360 0 5941 0 9160 0 163027 0 0 0 KEVIN O'BRIEN DIRECTOR OF CORPORATE GIVING 132500 0 0 0 3048 0 4017 0 15703 0 155268 0 0 0 PART I, LINE 4B DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2019, $5,979 WAS CONTRIBUTED TO DAWN PETERSEN-AMEND'S 457(F) PLAN, AND $1,579 WAS CONTRIBUTED TO EUGENIA VASELS RANDEL'S 457(F) PLAN. DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2019, CONNIE MORGAN RETIRED AFTER WORKING AT GLAZA FOR 16 YEARS. UPON HER EXIT, MS. MORGAN WAS PAID $211,035 FROM THE 457 PLAN ACCORDING TO PLAN POLICY. THIS AMOUNT IS ADDED TO OTHER REPORTABLE COMPENSATION IN COLUMN B(III). INCLUDED IN COLUMN F IS THE PORTION OF MS. MORGAN'S 457 PAYOUT THAT WAS REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION EXPENSE IN PRIOR YEARS. FORM 990, PART I, LINE 1: THE GREATER LOS ANGELES ZOO ASSOCIATION ("GLAZA"), THE OFFICIAL SUPPORT ORGANIZATION OF THE LOS ANGELES ZOO AND BOTANICAL GARDENS ("ZOO"), IS A NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF ESTABLISHING,DEVELOPING, BEAUTIFYING, AND IMPROVING THE ZOO. THE ZOO IS OWNED AND OPERATED BY THE CITY OF LOS ANGELES ("CITY"), DEPARTMENT OF THE ZOO. TO FULFILL ITS MISSION, GLAZA CONDUCTS A FUNDRAISING PROGRAM THAT RAISES FUNDS FOR OPERATIONAL, PROGRAMMATIC AND CAPITAL NEEDS AND PROJECTS; DIRECTS AND OPERATES THE ZOO'S MEMBERSHIP PROGRAMS FOR OVER 48,500 HOUSEHOLDS; MANAGES MARKETING, STRATEGIC BRANDING, AND PUBLIC RELATIONS FOR THE ZOO; CONDUCTS A SITE RENTALS PROGRAM; PLANS AND EXECUTES SPECIAL EVENTS AND TRAVEL PROGRAMS; CREATES AND DISTRIBUTES PUBLICATIONS; MANAGES ITS WEBSITE; RECRUITS AND TRAINS APPROXIMATELY 600 DOCENTS AND VOLUNTEERS; AND OVERSEES CERTAIN VISITOR AMENITIES INCLUDING FOOD AND RETAIL CONCESSIONS. OPERATING AGREEMENT: THE CITY ENTERED INTO AN OPERATING AGREEMENT WITH GLAZA FOR THE PURPOSES OF OBTAINING ASSISTANCE IN ESTABLISHING, DEVELOPING, BEAUTIFYING, AND IMPROVING THE ZOO. THE CURRENT OPERATING AGREEMENT WAS EXECUTED ON SEPTEMBER 29, 1997 AND EXPIRES SEPTEMBER 29, 2022. UNDER SECTION III OF THIS AGREEMENT, THE ZOO AND GLAZA ESTABLISH SEVERAL MEMORANDA OF UNDERSTANDING ("MOUS") TO IDENTIFY SPECIFIC PROGRAMS AND FINANCIAL OBLIGATIONS. GLAZA HAS BEEN WORKING IN GOOD FAITH WITH THE CITY AND THE ZOO TO RENEGOTIATE THE OPERATING AGREEMENT. NEGOTIATIONS BEGAN IN FALL 2019 BUT WERE TEMPORARILY SUSPENDED IN SPRING 2020 DUE TO COVID-19 PANDEMIC. THE CITY HAS INFORMED GLAZA THAT IT EXPECTS TO RESUME NEGOTIATIONS IN EARLY 2021. CONCESSION AGREEMENT: THE CONCESSION AGREEMENT GRANTS GLAZA THE EXCLUSIVE RIGHT TO OPERATE AND MAINTAIN ALL APPROVED CONCESSIONS ON ZOO PREMISES. IN MAY 2019, GLAZA AND THE CITY EXECUTED THE 6TH AMENDMENT TO THE OPERATING AGREEMENT (6TH AMENDMENT) EFFECTIVE JULY 1, 2019. THIS 6TH AMENDMENT TERMINATES AND REPLACES THE CONCESSION AGREEMENT AND FUTURE CONCESSION MOUS AND BECAME PART OF THE EXISTING OPERATING AGREEMENT. THE CITY AND GLAZA INTEND TO INCORPORATE THIS 6TH AMENDMENT INTO A RENEGOTIATED OPERATING AGREEMENT. THE 6TH AMENDMENT GRANTS GLAZA THE RIGHT TO ENTER INTO A CONCESSION SERVICES AGREEMENT WITH A CONCESSIONAIRE FOR A TEN-YEAR PERIOD, WITH A FIVE-YEAR OPTION TO EXTEND. THE CONCESSION SERVICES AGREEMENT BETWEEN GLAZA AND THE NEW CONCESSIONAIRE, SSA GROUP, LLC (SSA), WAS APPROVED BY THE CITY COUNCIL IN DECEMBER 2019. PER THE 6TH AMENDMENT, GLAZA PAYS THE ZOO A PERCENTAGE OF COMMISSIONS RECEIVED FOR SERVICES AND AMENITIES PROVIDED BY THE CONCESSIONAIRE. GLAZA RECEIVES A FLAT FEE FOR MANAGING THE CONCESSION SERVICES AGREEMENT WITH SSA. MEMBERSHIP MEMORANDUM OF UNDERSTANDING (MOU): UNDER THIS MOU, GLAZA MANAGES THE ZOO'S MEMBERSHIP PROGRAM. FEES COLLECTED FROM MEMBERS ARE USED TO FUND DEPARTMENT EXPENSES, AS WELL AS SUPPORT EXPENSES FOR VOLUNTEER AND DOCENT PROGRAMS, PUBLICATIONS, AND WEBSITE MANAGEMENT. THE LAST MOU EXPIRED 6/30/17. THE CITY AND GLAZA HAVE CONTINUED TO OPERATE UNDER THE TERMS OF THE EXPIRED MOU, SUBJECT TO THE ANNUAL BUDGET, DURING THIS PERIOD IN WHICH WE ARE RENEGOTIATING THE OPERATING AGREEMENT. PER SECTION VII OF THE OPERATING AGREEMENT, GLAZA REMITS TO THE ZOO 25% OF MEMBERSHIP FEES RECEIVED, PLUS THE NET SURPLUS (IF ANY) AFTER DEPARTMENT EXPENSES ARE PAID. MARKETING & PUBLIC RELATIONS, AND SITE RENTALS & CATERED EVENTS MOU: THIS MOU SPECIFIES GLAZA WILL PROVIDE MARKETING, PUBLIC RELATIONS, AND STRATEGIC BRANDING SERVICES FOR THE ZOO. IT ALSO STIPULATES GLAZA WILL OVERSEE SITE RENTALS FOR PRIVATE EVENTS AND EXECUTION OF NIGHT-TIME TICKETED EVENTS TO GENERATE ADDITIONAL REVENUE. THE LAST MOU EXPIRED 6/30/19. UNDER THE TERMS OF THE MARKETING MOU, GLAZA RECEIVES A REBATE OF ADMISSIONS REVENUE AND NIGHT-TIME TICKETED EVENT PROCEEDS IF FISCAL YEAR ADMISSIONS TARGETS ARE ACHIEVED BY THE ZOO. THIS REBATE FUNDS GLAZA'S MARKETING EFFORTS FOR THE SUBSEQUENT FISCAL YEAR. THE CITY AND THE ZOO HAVE INFORMED GLAZA THAT NO REBATE OF ADMISSIONS REVENUE WILL BE PROVIDED TO GLAZA FOR FISCAL YEARS 2020 AND 2021. FURTHER, PER THE MARKETING MOU, 10% OF SITE RENTAL FEES, AND ALL NET PROCEEDS FROM TICKETED EVENTS, ARE PAID TO THE ZOO. FINANCIAL ASSISTANCE, SPECIAL EVENTS, AND COMMUNITY AFFAIRS MOU: UNDER THIS MOU, TERMS ARE ESTABLISHED FOR RAISING UNRESTRICTED, RESTRICTED, AND ENDOWMENT FUNDS. IT ALSO ESTABLISHED PARAMETERS FOR FUNDING A SPECIAL EVENTS DEPARTMENT AND FOR FUNDING CONSERVATION DONATIONS MADE AT THE ZOO'S DISCRETION. THE LAST MOU EXPIRED 6/30/17. THE CITY AND GLAZA HAVE CONTINUED TO OPERATE UNDER THE TERMS OF THE EXPIRED MOU, SUBJECT TO THE ANNUAL BUDGET, DURING THIS PERIOD IN WHICH WE ARE RENEGOTIATING THE OPERATING AGREEMENT. FUNDRAISING FOCUS: DURING THE YEAR ENDING JUNE 30, 2020, GLAZA SUPPORTED THE ZOO IN A BREADTH OF PROJECTS AND PROGRAMS INCLUDING: - FUNDRAISING FOR IMPROVEMENTS TO THE ZOO INCLUDING THE ANGLEA COLLIER GARDENS AND REPAIRS TO THE CHIMPANZEE EXHIBIT. ADDITIONALLY, THE FOLLOWING EDUCATION PROGRAMS WERE FUNDRAISING PRIORITIES: - ZOO PALS SCHOLARSHIPS - ZOO CAMP SCHOLARSHIPS - CREATURE CAMPOUT SCHOLARSHIPS - GENERAL EDUCATION - STAFFING AND SUPPLIES FOR MURIEL'S RANCH CONTACT AREA IN THE WINNICK FAMILY CHILDREN'S ZOO. ADDITIONALLY, FUNDING WAS SECURED FOR MEDICAL EQUIPMENT FOR THE GOTTLIEB ANIMAL HEALTH AND CONSERVATION CENTER FOR THE HEALTH AND WELL-BEING OF THE ZOO'S RESIDENT ANIMALS INCLUDING A PORTABLE ULTRASOUND MACHINE. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: MEMBERSHIP, VISITOR AMENITIES, PUBLICATIONS, WEBSITE, DOCENTS AND VOLUNTEERS, AS WELL AS MEMBERSHIP AND CONCESSIONS TRANSFERS TO THE LOS ANGELES ZOO. GLAZA DIRECTS AND OPERATES THE ZOO'S MEMBERSHIP PROGRAMS FOR OVER 48,500 HOUSEHOLDS. IN ACCORDANCE WITH THE OPERATING AGREEMENT, GLAZA REMITS 25% OF MEMBERSHIP FEES RECEIVED TO THE ZOO. GLAZA OVERSEES VISITOR AMENITIES, INCLUDING FOOD AND RETAIL CONCESSIONS, AND SITE RENTALS. IN ACCORDANCE WITH THE CONCESSION AGREEMENT BETWEEN GLAZA AND THE ZOO, GLAZA TRANSFERS A PORTION OF CONCESSIONS COMMISSIONS TO THE ZOO. PUBLICATIONS AND WEBSITE MANAGEMENT: THE PUBLICATIONS DIVISION MANAGES THE ZOO'S WEBSITE AND CREATES AND DISTRIBUTES THE FOLLOWING PUBLICATIONS: - ZOO VIEW, THE AWARD-WINNING MAGAZINE FOR GLAZA MEMBERS, WHICH IS PUBLISHED QUARTERLY. - ZOOSCAPE, THE AWARD-WINNING NEWSLETTER, WHICH IS PUBLISHED 6 TIMES PER YEAR AND WHICH FEATURES MONTHLY ZOO EVENTS AND NEWS. - GNUS, THE BI-WEEKLY NEWSLETTER FOR ZOO STAFF AND VOLUNTEERS. VOLUNTEER AND DOCENT PROGRAMS: GLAZA RECRUITED AND TRAINED 258 NEW VOLUNTEERS (DOCENTS, GENERAL, STUDENT, COMMUNITY SERVICE VOLUNTEERS, AND INTERNS) TO ASSIST ZOO STAFF AND VISITORS DURING PUBLIC HOURS, WITH TOURS, ON GROUNDS AMBASSADORS, SPECIAL EVENTS, BEHIND THE SCENES WITH HABITAT AND ANIMAL DIET SUPPORT, AND WITH OFF-GROUNDS VISITS THROUGHOUT THE YEAR. 589 GLAZA VOLUNTEERS LOGGED MORE THAN 49,685 HOURS OF SERVICE HELPING WITH 128 ASSIGNMENTS BOTH ON AND OFF GROUNDS. VOLUNTEERS PLAYED A VITAL ROLE IN FULFILLING THE ZOO'S MISSION OF "NURTURING WILDLIFE AND ENRICHING THE HUMAN EXPERIENCE," CONTRIBUTING THEIR TIME AND TALENTS TO NEARLY EVERY ZOO VENUE, INCLUDING: DOCENT-LED TOURS: 262 DOCENTS LOGGED OVER 5,313 HOURS TOURING. DAILY ASSIGNMENTS INCLUDE THE FOLLOWING: -"ANIMALS & YOU" OFFERS UP-CLOSE ANIMAL ENCOUNTERS WITH GUESTS. 34 DOCENTS GAVE 1,918 HOURS. - FOOD PREP ASSIGNMENTS: 16 ASSIGNMENTS, WITH 67 VOLUNTEERS, GAVE 6,743 HOURS. - ENRICHMENT: 15 VOLUNTEERS GAVE 2,150 HOURS - RESEARCH: 25 VOLUNTEERS GAVE 1,158 HOURS - AMBASSADORS: 150 VOLUNTEERS HELPED WITH THE BIRD SHOW, MURIEL'S RANCH, AT EXHIBITS AS INTERPRETORS, AND / OR EDUCATION STATION ACTIVITES, GIVING OVER 7,985 HOURS. PERIODIC ASSIGNMENTS INCLUDE THE FOLLOWING: - ZOO WORLD PATCH PROGRAM: 6 DOCENTS GAVE OVER 79 HOURS AT 9 OF 16 SCHEDULED PRESENTATIONS, FOR LOCAL SCOUTS, WHO EARNED PATCHES THROUGH A DAY-LONG EXPLORATIONS OF THE ZOO AND ITS PLANT AND ANIMAL COLLECTIONS. - EVENTS: 20 EVENTS, WITH OVER 3,005 HOURS. OUTREACH (CLASSROOM SAFARI, SPEAKERS BUREAU, SPECIAL NEEDS OUTREACH, AND COMMUNITY FAIRS) INCLUDED: - CLASSROOMS AND FAIRS: 6 DOCENTS GAVE 206 HOURS, VISITING 14 OF THE 24 SCHEDULED FACILITIES THROUGHOUT THE LOS ANGELES AREA BEFORE THE CLOSURE. - SPECIAL NEEDS OUTREACH: 18 DOCENTS GAVE 1,128 HOURS, VISITING 82 OF THE 129 SCHEDULED FACILITIES THROUGHOUT THE LOS ANGELES AREA BEFORE THE CLOSURE. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: MARKETING, STRATEGIC BRANDING, AND PUBLIC RELATIONS, AS WELL AS SPECIAL EVENTS, COMMUNITY EVENTS AND TRAVEL PROGRAMS. ON JULY 1, 2013, GLAZA ASSUMED RESPONSIBILITY FOR MARKETING, STRATEGIC BRANDING, AND PUBLIC RELATIONS FOR THE ZOO. GLAZA'S AIM IS TO RAISE ATTENDANCE BY MAKING A STRATEGIC LONG-TERM INVESTMENT IN MARKETING AND ADVERTISING THAT WILL INCREASE THE ZOO'S VISIBILITY WITH LOCAL RESIDENTS AND TOURISTS. GLAZA ALSO PRODUCES AND PROMOTES SPECIAL EVENTS, COMMUNITY EVENTS, AND TRAVEL PROGRAMS DESIGNED TO ENHANCE ZOOGOERS' ENJOYMENT, ATTRACT NEW VISITORS, RAISE MONEY FOR ZOO PROGRAMS, AND PROVIDE OPPORTUNITIES FOR EDUCATION AND ENTERTAINMENT. ACTIVITIES DURING THE YEAR ENDED JUNE 30, 2020 INCLUDED: - ROARING NIGHTS, A SERIES OF THEMED SUMMER CONCERTS. - BREW AT THE L.A. ZOO, AN ADULTS-ONLY EVENT FEATURING MORE THAN 40 LOCAL CRAFT AND MICROBREWERIES, LIVE MUSIC, DANCING, AND PUB-STYLE FOOD. - WORLD ELEPHANT DAY, HELD IN AUGUST, TO BRING ATTENTION TO THE CARE AND WELFARE OF ASIAN ELEPHANTS AT THE ZOO AND THE THREATS FACING ELEPHANTS IN THE WILD. - BOO AT THE L.A. ZOO, FROM OCTOBER 1- 31, CELEBRATING THE SPIRIT OF HALLOWEEN WITH ENTERTAINMENT ANIMAL ENRICHMENT AND TRICK-OR-TREATING. - ZOO LIGHTS, AN EVENING EVENT FEATURING HOLIDAY THEMED LIGHT DISPLAYS AND LASER SHOWS, NIGHTLY FROM NOVEMBER 17- JANUARY 7, AND DREW OVER 267,000 GUESTS. - SUSTAINABLE WINE + DINNER SERIES, EXPLORING SUSTAINABLE PRACTICES IN THE WINE INDUSTRY AND THE CONNECTION TO WILDLIFE. - ZOO TO YOU, BRINGING ANIMAL FOCUSED VIRTUAL CONTENT INTO PEOPLE'S HOMES DURING THE PANDEMIC. - STAFFING FOR A FULL PROGRAM OF SPECIAL EVENTS FOR MEMBERS AND VISITORS, AND STAFF SUPPORT FOR MARKETING AND COMMUNITY EVENTS. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: DIRECT SUPPORT OF THE ZOO INCLUDING TRANSFERS FOR CAPITAL IMPROVEMENTS, ZOO OPERATIONS, SPECIAL PROJECTS, CONSERVATION AND EDUCATION PROGRAMS. DURING THE YEAR ENDING JUNE 30, 2020, GLAZA SUPPORTED THE ZOO IN A BREADTH OF PROJECTS AND PROGRAMS INCLUDING: - FUNDING FOR CRITICAL SPECIES CONSERVATION PROGRAMS AT THE ZOO AND AROUND THE GLOBE INCLUDING CONSERVATION GRANTS FOR GORILLA REHABILITATION, AFRICAN VULTURES, ASIAN ELEPHANTS, AFRICAN GREY PARROTS, PRONGHORNS, KOMODO DRAGONS, AND VARIOUS EDUCATION PROGRAMS. 32 GRANTS WERE FUNDED IN THE FISCAL YEAR ENDING JUNE 30, 2020. FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR ENDED JUNE 30, 2020, GLAZA AMENDED ITS BYLAWS TO MAKE THE FOLLOWING SIGNIFICANT CHANGES: - ELIMINATION OF THE MARKETING AND HUMAN RESOURCES COMMITTEES FROM THE BOARD OF TRUSTEES. - EXECUTIVE COMPENSATION EVALUATION AND APPROVAL NOW DETERMINED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY GLAZA'S STAFF, REVIEWED BY GLAZA'S INDEPENDENT ACCOUNTING FIRM, AND PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW. AFTER THE AUDIT COMMITTEE REVIEW, THE COMMITTEE PRESENTS THE FORM 990 TO THE FULL BOARD OF TRUSTEES WITH A RECOMMENDATION FOR ACCEPTANCE. THE FORM 990 IS THEN REVIEWED AND ACCEPTED BY THE BOARD OF TRUSTEES, PRIOR TO ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C GLAZA REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY ANNUALLY DISTRIBUTING A WRITTEN CONFLICT OF INTEREST POLICY, AS WELL AS A LIST OF BUSINESSES WITH WHICH GLAZA HAD SIGNIFICANT RELATIONSHIPS DURING THE PRIOR YEAR, AND A CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT MUST BE COMPLETED. CONFLICTS OF INTEREST DISCLOSURE IS REQUIRED FROM THE ENTIRE GOVERNING BODY AND SENIOR STAFF WHO CAN INFLUENCE THE ACTIONS OF GLAZA, MAKE COMMITMENTS ON GLAZA'S BEHALF, AND/OR HAVE ACCESS TO CONFIDENTIAL INFORMATION CONCERNING GLAZA AND ITS CONSTITUENCIES. FORM 990, PART VI, SECTION B, LINE 15 IN COMPLIANCE WITH THE INTERNAL REVENUE CODE (IRC SEC. 4958) AND THE CALIFORNIA NONPROFIT INTEGRITY ACT (S.B. 1262), GLAZA'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT, VICE PRESIDENTS, AND CHIEF FINANCIAL OFFICER. THE EXECUTIVE COMMITTEE REVIEWS COMPARABILITY DATA, COMPENSATION HISTORY, AND PERFORMANCE EVALUATIONS FOR THESE EXECUTIVES AND DOCUMENTS ITS WORK. THE COMMITTEE DELIBERATES AND PRESENTS ITS RECOMMENDATIONS TO THE FULL BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 GLAZA'S ANNUAL INFORMATION RETURN CAN BE FOUND ON ITS OWN WEBSITE AND THIRD PARTY WEBSITES SUCH AS CHARITY NAVIGATOR AND GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 GLAZA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL AUDITED FINANCIAL STATEMENTS, AND ANNUAL INFORMATION RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART III, LINE 1: CLOSURE DURING PANDEMIC ON MARCH 13, 2020, THE LOS ANGELES ZOO CLOSED TO THE PUBLIC IN ACCORDANCE WITH DIRECTIVES ISSUED BY THE STATE OF CALIFORNIA DUE TO THE COVID-19 GLOBAL PANDEMIC. THE ZOO REOPENED TO VISITORS ON AUGUST 26, 2020 WITH LIMITED CAPACITY AND OFFERINGS AND SIGNIFICANT SAFETY AND CLEANING PROTOCOLS. THE ZOO CLOSED AGAIN ON DECEMBER 7, 2020 AND REOPENED TO VISTORS ON FEBRUARY 16, 2021. WHILE THE ZOO CLOSED, GLAZA TRANSITIONED TO REMOTE WORK AND COVID-19 SAFETY GUIDELINES WERE FOLLOWED WHEN EMPLOYEES WERE ONSITE. DURING THE CLOSURE, GLAZA FOCUSED PRIMARILY ON VIRTUAL FUNDRAISING EVENTS AND CAMPAIGNS, ENGAGING MEMBERS, DONORS AND VOLUNTEERS WITH INNOVATIVE ONLINE CONTENT AND MISSION-RELATED PROGRAMS, AND ENSURING THE ORGANIZATION'S LONG-TERM FINANCIAL HEALTH.