SACRAMENTO ZOOLOGICAL SOCIETY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SACRAMENTO ZOOLOGICAL SOCIETY (EIN 94-2861667)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202013199349302166
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T14:43:25-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942861667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACRAMENTO ZOOLOGICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACR | BusinessNameControlTxt |
| Phone | 9168082684 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3930 WEST LAND PARK DRIVE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95822 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT CHURCHILL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9168082684 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER Z IWATA | PreparerPersonNm |
| PTIN | P01310188 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.231.71.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:48:50 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 961BA788EE395B3FD25851974C5ED939A233E85F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67639D8D55F6B218ED5E382FB77B71D17F0527F1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON JACOBS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3930 WEST LAND PARK DRIVE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,029,420 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.SACZOO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 187 | TotalEmployeeCnt |
| Total Volunteers | 1784 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,482,155 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,124,271 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,808,266 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,204,562 | CYProgramServiceRevenueAmt |
| PY Investment Income | $477,226 | PYInvestmentIncomeAmt |
| CY Investment Income | $334,893 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,049,379 | PYOtherRevenueAmt |
| CY Other Revenue | $1,059,317 | CYOtherRevenueAmt |
| PY Total Revenue | $8,817,026 | PYTotalRevenueAmt |
| CY Total Revenue | $8,723,043 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $163,662 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $170,247 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,650,131 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,056,629 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $93,696 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $365,373 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,529,499 | PYOtherExpensesAmt |
| CY Other Expenses | $3,423,475 | CYOtherExpensesAmt |
| PY Total Expenses | $8,436,988 | PYTotalExpensesAmt |
| CY Total Expenses | $8,650,351 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $380,038 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $72,692 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,908,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,263,548 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,526,558 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,286,552 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,382,095 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,976,996 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,097,491 | ExpenseAmt |
| Revenue | $3,939,159 | RevenueAmt |
| Desc | 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). A NEW SPECIES TO THE SACRAMENTO ZOO IN 2019 WAS THE OKAPI, A RARE SPECIES OF FOREST GIRAFFE THAT ARE ONLY FOUND IN THE FOREST OF THE DEMOCRATIC REPUBLIC OF CONGO. SACRAMENTO ZOO IS ONE OF ONLY THREE INSTITUTIONS THAT CARE FOR OKAPI ON THE WEST COAST, AND THE ONLY ONE IN NORTHERN CALIFORNIA. AS A CONSERVATION ORGANIZATION, THE SACRAMENTO ZOO IS COMMITTED TO SUPPORTING WILDLIFE CONSERVATION THROUGH FINANCIAL AND IN-KIND SUPPORT. IN 2019, THE SACRAMENTO ZOO CONTRIBUTED OVER $167,000 TO WILDLIFE CONSERVATION. FUNDS SUPPORTED FIELD CONSERVATION PROJECTS WORKING TOWARDS SAVING AND PROTECTING VULNERABLE ANIMAL SPECIES AND THEIR HABITATS ACROSS THE GLOBE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,489,541 | ExpenseAmt |
| Revenue | $1,871,721 | RevenueAmt |
| Desc | MEMBERSHIP AND VISITOR SERVICES - IN 2019, THE ZOO SAW 508,429 VISITORS DURING NORMAL VISITING HOURS AND AT SPECIAL EVENTS SUCH AS WINE & BREW AT THE ZOO AND THE EVER-POPULAR ICE CREAM SAFARI. IMPROVEMENTS TO THE ZOO'S VISITOR EXPERIENCE INCLUDED A RENOVATION TO THE LION EXHIBIT, A PROJECT WHICH DOUBLES THE LIONS LIVING SPACE AND ALLOWS GUESTS TO GET EYE-TO-EYE WITH THIS IMPRESSIVE SPECIES THROUGH INCH-THICK EXHIBIT WINDOWS. ALSO, IN SEPTEMBER THE ZOO HOSTED "DISCOVER THE DINOSAURS" - A TEMPORARY EXHIBIT, WHICH INCLUDED THE MIGHTY TYRANNOSAURUS REX AND OTHER HUGE DINOSAURS THAT DELIGHTED OUR VISITORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,753,020 | ExpenseAmt |
| Grant | $170,247 | GrantAmt |
| Revenue | $393,682 | RevenueAmt |
| Desc | EDUCATION AND SUSTAINABILITY - THE SACRAMENTO ZOO WAS FILLED WITH FUN AND FACTS IN 2019, PROVIDING LEARNING OPPORTUNITIES FOR EVERYONE. FIELD TRIPS, SCHOOL VISITS, OVERNIGHTS, AND ANIMAL ENCOUNTERS ARE A FEW OF THE MOST POPULAR EDUCATIONAL OPPORTUNITIES. WILDLIFE STAGE SHOWS, ANIMAL ENCOUNTERS AND KEEPER CHATS WERE PRESENTED TO NEARLY 100,000 GUESTS. IN ADDITION, OVER 50,000 SCHOOL CHILDREN PARTICIPATED IN ZOO PROGRAMS AND FIELD TRIPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,340,052 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 187 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT CHURCHILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9168082684 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3930 WEST LAND PARK DRIVE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95822 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MICHAEL BROUGHTON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NANCY COLE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PETER COLUSSY | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DR JANICE DOUCET THOMPSON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA INGOGLIA | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LYNN MATSUDA | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER NEAL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MIKE TESTA | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DR ALAN YEE MD | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NICK DRIVER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MATT GRAHAM | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANIEL ONEY | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RICHARD STAPLER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WALTER HESS | ||||||
| DOCENT PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JODY ULICH | ||||||
| CITY REPRESENTATIVE/DIRECT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH STALLARD | ||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ADHAM SBEIH | ||||||
| 1ST VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STARR HURLEY | ||||||
| 2ND VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE SCHOENIG | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JASON RUSSELL CPA | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JASON JACOBS | ||||||
| EXECUTIVE DIRECTOR/CEO | 40.00 | Yes (X) | $164,984 | $0 | $13,537 | Yes (X) |
| ROBERT CHURCHILL | ||||||
| CFO | 40.00 | $122,709 | $0 | $3,316 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $287,693 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,853 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REGENTS OF UC DAVIS | |||||
| PO BOX 989062 | WEST SACRAMENTO | CA | 95796 | REIMBURSED PERSONNEL COSTS | $216,000 |
| SERVICE SYSTEM ASSOCIATES | |||||
| PO BOX 989062 | WEST SACRAMENTO | CA | 957989062 | CATERING | $156,046 |
| HYLTON SECURITY | |||||
| 1015 2ND STREET 2ND FLOOR | SACRAMENTO | CA | 95814 | SECURITY | $140,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $36,396 | FundraisingAmt |
| Government Grants | $308,610 | GovernmentGrantsAmt |
| All Other Contributions | $779,265 | AllOtherContributionsAmt |
| Noncash Contributions | $134,103 | NoncashContributionsAmt |
| Total Contributions | $1,124,271 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GATE ADMISSIONS | 900099 | $3,939,159 | $3,939,159 |
| MEMBERSHIP DUES | 900099 | $1,158,094 | $1,158,094 |
| VISITOR SERVICES | 900099 | $713,627 | $713,627 |
| EDUCATION | 900099 | $393,682 | $393,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,204,562 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,144 | TotalRevenueColumnAmt |
| Exclusion | $180,144 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,374 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,374 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,374 | TotalRevenueColumnAmt |
| Exclusion | $61,374 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,299,540 | SecuritiesAmt |
| Other | $8,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,152,791 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,749 | SecuritiesAmt |
| Other | $8,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,749 | TotalRevenueColumnAmt |
| Exclusion | $154,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $510,281 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $36,396 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $153,586 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $356,695 | TotalRevenueColumnAmt |
| Exclusion | $356,695 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCESSIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $641,248 | TotalRevenueColumnAmt |
| Exclusion | $641,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $641,248 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,723,043 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,204,562 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,394,210 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,346 | TotalAmt |
| Program Services | $152,346 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,901 | TotalAmt |
| Program Services | $17,901 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,545 | TotalAmt |
| Program Services | $253,745 | ProgramServicesAmt |
| Management And General | $35,414 | ManagementAndGeneralAmt |
| Fundraising | $15,386 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,002,092 | TotalAmt |
| Program Services | $3,334,513 | ProgramServicesAmt |
| Management And General | $465,387 | ManagementAndGeneralAmt |
| Fundraising | $202,192 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,275 | TotalAmt |
| Program Services | $49,387 | ProgramServicesAmt |
| Management And General | $6,893 | ManagementAndGeneralAmt |
| Fundraising | $2,995 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,989 | TotalAmt |
| Program Services | $301,317 | ProgramServicesAmt |
| Management And General | $40,893 | ManagementAndGeneralAmt |
| Fundraising | $17,779 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,728 | TotalAmt |
| Program Services | $275,560 | ProgramServicesAmt |
| Management And General | $38,459 | ManagementAndGeneralAmt |
| Fundraising | $16,709 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,000 | TotalAmt |
| Management And General | $32,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,402 | TotalAmt |
| Management And General | $39,402 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,844 | TotalAmt |
| Program Services | $255,965 | ProgramServicesAmt |
| Management And General | $3,879 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,512 | TotalAmt |
| Program Services | $207,076 | ProgramServicesAmt |
| Management And General | $614 | ManagementAndGeneralAmt |
| Fundraising | $72,822 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,323 | TotalAmt |
| Program Services | $292,917 | ProgramServicesAmt |
| Management And General | $70,644 | ManagementAndGeneralAmt |
| Fundraising | $2,762 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,827 | TotalAmt |
| Program Services | $58,924 | ProgramServicesAmt |
| Management And General | $26,132 | ManagementAndGeneralAmt |
| Fundraising | $10,771 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,626 | TotalAmt |
| Program Services | $788,977 | ProgramServicesAmt |
| Management And General | $26,804 | ManagementAndGeneralAmt |
| Fundraising | $7,845 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,934 | TotalAmt |
| Program Services | $32,279 | ProgramServicesAmt |
| Management And General | $13,330 | ManagementAndGeneralAmt |
| Fundraising | $325 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,316 | TotalAmt |
| Program Services | $1,001 | ProgramServicesAmt |
| Management And General | $2,315 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,827 | TotalAmt |
| Program Services | $473,597 | ProgramServicesAmt |
| Management And General | $30,230 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,416 | TotalAmt |
| Program Services | $193,353 | ProgramServicesAmt |
| Management And General | $15,612 | ManagementAndGeneralAmt |
| Fundraising | $6,451 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $666,234 | $617,489 | $40,986 | $7,759 |
| DUES AND SUBSCRIPTIONS | $46,869 | $17,958 | $27,423 | $1,488 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,345 | TotalAmt |
| Program Services | $15,747 | ProgramServicesAmt |
| Management And General | $28,509 | ManagementAndGeneralAmt |
| Fundraising | $89 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,650,351 | TotalAmt |
| Program Services | $7,340,052 | ProgramServicesAmt |
| Management And General | $944,926 | ManagementAndGeneralAmt |
| Fundraising | $365,373 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,574,669 | BOYAmt |
| EOY | $2,135,286 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,841,545 | BOYAmt |
| EOY | $907,820 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,381 | BOYAmt |
| EOY | $60,101 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,927 | BOYAmt |
| EOY | $22,600 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,636 | BOYAmt |
| EOY | $63,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,838,092 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,525,860 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,346,644 | BOYAmt |
| EOY | $6,312,232 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,200,608 | BOYAmt |
| EOY | $5,066,317 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,243 | BOYAmt |
| EOY | $695,271 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,908,653 | BOYAmt |
| EOY | $15,263,548 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,905 | BOYAmt |
| EOY | $646,214 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,653 | BOYAmt |
| EOY | $640,338 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,526,558 | BOYAmt |
| EOY | $1,286,552 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,796,138 | BOYAmt |
| EOY | $8,621,788 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,585,957 | BOYAmt |
| EOY | $5,355,208 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,382,095 | BOYAmt |
| EOY | $13,976,996 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,908,653 | BOYAmt |
| EOY | $15,263,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $72,692 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $542,681 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$20,472 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,385,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,252,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,220,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,482,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,124,271 | CurrentTaxYearAmt |
| Total | $6,465,367 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,957,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,971,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,632,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,808,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,204,562 | CurrentTaxYearAmt |
| Total | $27,573,878 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $951,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $950,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,073,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,136,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,151,529 | CurrentTaxYearAmt |
| Total | $5,262,855 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,295,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,174,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,926,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,426,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,480,362 | CurrentTaxYearAmt |
| Total | $39,302,100 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,313 | CurrentTaxYearAmt |
| Total | $69,941 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,313 | CurrentTaxYearAmt |
| Total | $69,941 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $39,232,159 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $227,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,518 | CurrentTaxYearAmt |
| Total | $1,111,475 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $227,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $249,518 | CurrentTaxYearAmt |
| Total | $1,111,475 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,559,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,386,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,153,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,583,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,729,880 | CurrentTaxYearAmt |
| Total | $40,413,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97060 | PublicSupportPY509Pct |
| Investment Income CY | 0.02750 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02770 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,454,579 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $828,848 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $39,402 | AdministrativeExpensesAmt |
| End Year Balance | $5,244,025 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,000,595 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$206,704 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $300,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $39,312 | AdministrativeExpensesAmt |
| End Year Balance | $4,454,579 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,386,194 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $651,788 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $37,387 | AdministrativeExpensesAmt |
| End Year Balance | $5,000,595 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,141,283 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $304,993 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,639 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $34,443 | AdministrativeExpensesAmt |
| End Year Balance | $4,386,194 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,254,723 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$78,872 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $34,568 | AdministrativeExpensesAmt |
| End Year Balance | $4,141,283 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $397,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $303,764 | DepreciationAmt |
| Book Value | $94,132 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,438,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,437,128 | DepreciationAmt |
| Book Value | $6,001,752 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,845,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,732,175 | DepreciationAmt |
| Book Value | $113,646 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,793 | DepreciationAmt |
| Book Value | $102,702 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,312,232 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $9,205,850 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $542,681 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $83,028 | OtherRevenueAmt |
| Revenue Not Reported | $625,709 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,580,141 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,402 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $103,500 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $142,902 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,723,043 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,610,949 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,610,949 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,402 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $39,402 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,650,351 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 83,028. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDS RETURNED TO DONORS FROM PRIOR YEARS 103,500. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH ASIA | 0 | 0 | GRANTMAKING | PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. | $1,000 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. | $13,200 |
| SUB SAHARAN AFRICAN | 0 | 0 | GRANTMAKING | PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. | $3,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $17,901 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $17,901 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH AMERICA | RegionTxt |
| Purpose Of Grant | CONSERVATION | PurposeOfGrantTxt |
| Cash Grant | $11,200 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WILD AFFAIR | Event1Nm |
| Gross Receipts Event1 | $198,259 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $32,243 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $166,016 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $32,799 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $22,104 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $29,122 | OtherDirectExpensesEvent1Amt |
| Event2 | BOO AT THE ZOO | Event2Nm |
| Gross Receipts Event2 | $98,610 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,492 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $96,118 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,668 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,167 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $14,718 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $249,808 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,661 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $248,147 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,452 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $27,619 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,937 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $546,677 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $36,396 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $510,281 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $40,919 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,890 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $59,777 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $153,586 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $356,695 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CLAWS CONSERVANCY | |||||||
| 32 PINE TREE DRIVE | WORCESTER | MA | 01609 | 475208674 | 501(C)(3) | $5,000 | CONSERVATION |
| PAINTED DOG RESEARCH TRUST | |||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | 300108469 | 501(C)(3) | $14,000 | CONSERVATION |
| US FOREST SERVICE | |||||||
| PO BOX 301550 | LOS ANGELES | CA | 90030 | 929332484 | GOV | $9,800 | CONSERVATION |
| OKAPI CONSERVATION PROJECT | |||||||
| 1615 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | 260035224 | 501(C)(3) | $20,000 | CONSERVATION |
| WCN EXPO SPONSORSHIP | |||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | 300108469 | 501(C)(3) | $17,500 | CONSERVATION |
| WILD NATURE INSTITUTE | |||||||
| PO BOX 44 | WEAVERVILLE | NC | 28787 | 463021940 | 501(C)(3) | $25,000 | CONSERVATION |
| RED PANDA NETWORK | |||||||
| 94 W 10TH STREET SUITE 7 | EUGENE | OR | 97401 | 261103671 | 501(C)(3) | $5,000 | CONSERVATION |
| SNOW LEOPARD CONSERVANCY | |||||||
| 18030 COMSTOCK AVENUE | SONOMA | CA | 95476 | 611614981 | 501(C)(3) | $5,500 | CONSERVATION |
| ST LOUIS ZOO FRIENDS ASSOCIATION | |||||||
| C/O MARCIA FISCHER 1 GOV DR | ST LOUIS | MO | 63110 | 431727309 | 501(C)(3) | $7,000 | CONSERVATION |
| TULEYOME | |||||||
| 607 NORTH STREET | WOODLAND | CA | 95695 | 680480736 | 501(C)(3) | $5,000 | CONSERVATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES THAT THE GRANT RECIPIENT PROVIDE DETAILED REPORTING COVERING THE USE OF THE GRANT FUNDS AND THE OVERALL PROJECT STATUS AND SUCCESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON JACOBS | PersonNm |
| Title | EXECUTIVE DIRECTOR/CEO | TitleTxt |
| Base Compensation Filing Org | $164,984 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,037 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $178,521 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,090 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,598 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EXHIBIT CONSTRUCTION MATERIALS | 1 | $78,200 | FMV |
| Yes (X) | GIFT CERTIFICATES | 80 | $36,017 | FMV |
| Yes (X) | FOOD/WINE/JEWELRY | 38 | $9,815 | FMV |
| Yes (X) | ANIMAL ENRICHMENT AND OTHER GOODS | 23 | $4,383 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD MAY, BY RESOLUTION ADOPTED BY A MAJORITY OF THE TRUSTEES THEN IN OFFICE, CREATE ONE OR MORE BOARD COMMITTEES INCLUDING AN EXECUTIVE COMMITTEE, EACH CONSISTING OF TWO OR MORE TRUSTEES, AND NO ONE WHO IS NOT A TRUSTEE, TO SERVE AT THE DISCRETION OF THE BOARD. APPOINTMENTS TO COMMITTEES OF THE BOARD SHALL BE BY MAJORITY VOTE OF THE TRUSTEES THEN IN OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO SUBMISSION TO THE IRS, THE 990 WAS 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. |
| 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 83,028. RESTRICTED FUNDS RETURNED TO DONORS FROM PRIOR YEARS -103,500. |
| 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. |
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