2020-11-14T14:43:25-06:00 2019-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2019-01-01 942861667 SACRAMENTO ZOOLOGICAL SOCIETY SACR 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 ROBERT CHURCHILL CFO 9168082684 2020-11-13 1 JENNIFER Z IWATA P01310188 9166466464 2020-11-13 207.231.71.251 2020-11-13 13:48:50 PS P 961BA788EE395B3FD25851974C5ED939A233E85F 67639D8D55F6B218ED5E382FB77B71D17F0527F1 2019 2021-01-29 14:40:06Z JASON JACOBS 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 10029420 0 X HTTP://WWW.SACZOO.ORG X 1956 CA THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 21 20 187 1784 0 0 1482155 1124271 5808266 6204562 477226 334893 1049379 1059317 8817026 8723043 163662 170247 0 0 4650131 5056629 93696 0 365373 3529499 3423475 8436988 8650351 380038 72692 14908653 15263548 1526558 1286552 13382095 13976996 X THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 0 0 4097491 3939159 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. 1489541 1871721 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. 1753020 170247 393682 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. 7340052 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 11 0 1 187 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X ROBERT CHURCHILL 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 MICHAEL BROUGHTON TRUSTEE 0.50 X 0 0 0 NANCY COLE TRUSTEE 0.50 X 0 0 0 PETER COLUSSY TRUSTEE 0.50 X 0 0 0 DR JANICE DOUCET THOMPSON TRUSTEE 0.50 X 0 0 0 PATRICIA INGOGLIA TRUSTEE 0.50 X 0 0 0 LYNN MATSUDA TRUSTEE 0.50 X 0 0 0 JENNIFER NEAL TRUSTEE 0.50 X 0 0 0 MIKE TESTA TRUSTEE 0.50 X 0 0 0 DR ALAN YEE MD TRUSTEE 0.50 X 0 0 0 NICK DRIVER TRUSTEE 0.50 X 0 0 0 MATT GRAHAM TRUSTEE 0.50 X 0 0 0 DANIEL ONEY TRUSTEE 0.50 X 0 0 0 RICHARD STAPLER TRUSTEE 0.50 X 0 0 0 WALTER HESS DOCENT PRESIDENT 0.50 X 0 0 0 JODY ULICH CITY REPRESENTATIVE/DIRECT 0.50 X 0 0 0 ELIZABETH STALLARD PRESIDENT 5.00 X X 0 0 0 ADHAM SBEIH 1ST VICE PRESIDENT 1.00 X X 0 0 0 STARR HURLEY 2ND VICE PRESIDENT 1.00 X X 0 0 0 SUE SCHOENIG SECRETARY 0.50 X X 0 0 0 JASON RUSSELL CPA TREASURER 1.00 X X 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 40.00 X X 164984 0 13537 ROBERT CHURCHILL CFO 40.00 X 122709 0 3316 287693 0 16853 2 0 1 0 REGENTS OF UC DAVIS PO BOX 989062 WEST SACRAMENTO CA 95796 REIMBURSED PERSONNEL COSTS 216000 SERVICE SYSTEM ASSOCIATES PO BOX 989062 WEST SACRAMENTO CA 957989062 CATERING 156046 HYLTON SECURITY 1015 2ND STREET 2ND FLOOR SACRAMENTO CA 95814 SECURITY 140096 3 36396 308610 779265 134103 1124271 GATE ADMISSIONS 900099 3939159 3939159 MEMBERSHIP DUES 900099 1158094 1158094 VISITOR SERVICES 900099 713627 713627 EDUCATION 900099 393682 393682 6204562 180144 180144 61374 0 61374 61374 61374 1299540 8000 1152791 0 146749 8000 154749 154749 510281 36396 153586 356695 356695 CONCESSIONS 900099 641248 641248 641248 8723043 6204562 0 1394210 152346 152346 17901 17901 304545 253745 35414 15386 4002092 3334513 465387 202192 59275 49387 6893 2995 359989 301317 40893 17779 330728 275560 38459 16709 32000 32000 39402 39402 259844 255965 3879 280512 207076 614 72822 366323 292917 70644 2762 95827 58924 26132 10771 823626 788977 26804 7845 45934 32279 13330 325 3316 1001 2315 503827 473597 30230 215416 193353 15612 6451 SUPPLIES 666234 617489 40986 7759 DUES AND SUBSCRIPTIONS 46869 17958 27423 1488 44345 15747 28509 89 8650351 7340052 944926 365373 1574669 2135286 1841545 907820 160000 0 68381 60101 47927 22600 56636 63921 11838092 5525860 6346644 6312232 4200608 5066317 612243 695271 14908653 15263548 1009905 646214 516653 640338 1526558 1286552 X 7796138 8621788 5585957 5355208 13382095 13976996 14908653 15263548 X 72692 542681 -20472 X X 0 1 X 1 0 X 1385486 1252638 1220817 1482155 1124271 6465367 4957578 4971275 5632197 5808266 6204562 27573878 951951 950209 1073099 1136067 1151529 5262855 7295015 7174122 7926113 8426488 8480362 39302100 5000 17363 5000 20265 22313 69941 0 5000 17363 5000 20265 22313 69941 39232159 264738 212564 227880 156775 249518 1111475 264738 212564 227880 156775 249518 1111475 7559753 7386686 8153993 8583263 8729880 40413575 0.97080 0.97060 0.02750 0.02770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4454579 828848 39402 5244025 5000595 -206704 300000 39312 4454579 4386194 651788 37387 5000595 4141283 304993 25639 34443 4386194 4254723 -78872 34568 4141283 1.00000 0 0 397896 303764 94132 9438880 3437128 6001752 1845821 1732175 113646 155495 52793 102702 6312232 9205850 542681 83028 625709 8580141 39402 103500 142902 8723043 8610949 0 8610949 39402 39402 8650351 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. 1 SOUTH ASIA 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 1000 SOUTH AMERICA 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 13200 SUB SAHARAN AFRICAN 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 3701 0 0 0 0 0 0 17901 0 17901 SOUTH AMERICA CONSERVATION 11200 WIRE TRANSFER 0 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES THAT THE GRANT RECIPIENT PROVIDE DETAILED REPORTING COVERING THE USE OF THE GRANT FUNDS AND THE OVERALL PROJECT STATUS AND SUCCESS. PART III ACCOUNTING METHOD: WILD AFFAIR 198259 32243 166016 32799 22104 29122 BOO AT THE ZOO 98610 2492 96118 3668 3167 14718 6 249808 1661 248147 4452 27619 15937 546677 36396 510281 40919 52890 59777 153586 356695 1 CLAWS CONSERVANCY 32 PINE TREE DRIVE WORCESTER MA 01609 475208674 501(C)(3) 5000 CONSERVATION PAINTED DOG RESEARCH TRUST 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501(C)(3) 14000 CONSERVATION US FOREST SERVICE PO BOX 301550 LOS ANGELES CA 90030 929332484 GOV 9800 CONSERVATION OKAPI CONSERVATION PROJECT 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 20000 CONSERVATION WCN EXPO SPONSORSHIP 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501(C)(3) 17500 CONSERVATION WILD NATURE INSTITUTE PO BOX 44 WEAVERVILLE NC 28787 463021940 501(C)(3) 25000 CONSERVATION RED PANDA NETWORK 94 W 10TH STREET SUITE 7 EUGENE OR 97401 261103671 501(C)(3) 5000 CONSERVATION SNOW LEOPARD CONSERVANCY 18030 COMSTOCK AVENUE SONOMA CA 95476 611614981 501(C)(3) 5500 CONSERVATION ST LOUIS ZOO FRIENDS ASSOCIATION C/O MARCIA FISCHER 1 GOV DR ST LOUIS MO 63110 431727309 501(C)(3) 7000 CONSERVATION TULEYOME 607 NORTH STREET WOODLAND CA 95695 680480736 501(C)(3) 5000 CONSERVATION 10 PART I, LINE 2: THE ORGANIZATION REQUIRES THAT THE GRANT RECIPIENT PROVIDE DETAILED REPORTING COVERING THE USE OF THE GRANT FUNDS AND THE OVERALL PROJECT STATUS AND SUCCESS. X X X X X X 0 0 0 0 0 0 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 164984 0 0 0 0 0 7500 0 6037 0 178521 0 0 0 X 11 3090 FMV X 2598 FMV X EXHIBIT CONSTRUCTION MATERIALS 1 78200 FMV X GIFT CERTIFICATES 80 36017 FMV X FOOD/WINE/JEWELRY 38 9815 FMV X ANIMAL ENRICHMENT AND OTHER GOODS 23 4383 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART 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.