2019-11-01T10:25:49-05:00 2018-12-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2018-01-01 351074747 Indianapolis Zoological Society Inc % MADONNA WAGNER INDI 3176305165 1200 WEST WASHINGTON STREET INDIANAPOLIS IN 46222 MADONNA WAGNER SR VP OPERATIONS/CFO 3176305165 2019-11-15 true NICOLE B FISHBACK P01279475 3173834000 2019-11-15 167.68.126.162 43033020193055000003 2019-11-01 P 0740FF57D915FEFB6ED3DA7653CFAAEC6F65FEF1 E43C2FEF5D838BC286DC3B96AF984EDC8464B4B8 2018 2020-03-31 21:24:44Z MICHAEL CROWTHER 1200 WEST WASHINGTON STREET INDIANAPOLIS IN 46222 35334977 false X WWW.INDIANAPOLISZOO.COM X 1944 IN THE INDIANAPOLIS ZOOLOGICAL SOCIETY EMPOWERS PEOPLE AND COMMUNITIES, BOTH LOCALLY AND GLOBALLY, TO ADVANCE ANIMAL CONSERVATION. 35 35 645 1096 264340 192724 8381988 8203938 21422518 20134825 1023544 1003614 298158 206149 31126208 29548526 317988 600069 0 0 15912165 16630207 0 0 2037771 16755263 17503316 32985416 34733592 -1859208 -5185066 160809047 151028850 6229385 5711990 154579662 145316860 THE INDIANAPOLIS ZOOLOGICAL SOCIETY EMPOWERS PEOPLE AND COMMUNITIES, BOTH LOCALLY AND GLOBALLY, TO ADVANCE ANIMAL CONSERVATION. false false 30250015 600069 19771937 THE INDIANAPOLIS ZOO IS A WORLD-CLASS ZOOLOGICAL INSTITUTION THAT SERVES DIVERSE POPULATIONS FROM CENTRAL INDIANA AND BEYOND THROUGH IN-PERSON VISITS AND OTHER METHODS OF PROGRAM DELIVERY. AS ONE OF THE REGION'S FOREMOST CULTURAL AND EDUCATIONAL ASSETS, THE ZOO FUNCTIONS AS A REGIONAL, NATIONAL, AND INTERNATIONAL RESOURCE FOR ZOOLOGICAL RESEARCH AND WILDLIFE CONSERVATION. 30250015 true true false false false false false false false true true true false true true false true false false false true true false false true false false true true true false false false false false false false false true false false false true false false false false true 111 0 645 true true true false false false false true true true 3 false false false false false X 35 35 false false false false false false false true true false false true true true true true true true true false IN X MADONNA WAGNER 3176305165 1200 W WASHINGTON STREET INDIANAPOLIS IN 46222 X AASIF BADE TRUSTEE 1.0 0.0 X 0 0 0 ANITA HARDEN TRUSTEE (END 2/1/18) 1.0 0.0 X 0 0 0 JIM POWERS CHAIR 1.0 0.0 X X 0 0 0 JEFFREY HARRISON 1ST V CHAIR 1.0 0.0 X X 0 0 0 DEVIN ANDERSON 2ND V CHAIR 1.0 0.0 X X 0 0 0 MIKE BOSWAY IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 KELLY HUNTINGTON TREASURER 1.0 0.0 X X 0 0 0 MARISOL SANCHEZ SECRETARY 1.0 0.0 X X 0 0 0 STEVE ALONSO TRUSTEE 1.0 0.0 X 0 0 0 HOLLY BANTA TRUSTEE 1.0 0.0 X 0 0 0 KATHRYN BETLEY TRUSTEE 1.0 0.0 X 0 0 0 STEVE CAGLE TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW CLAYMON TRUSTEE 1.0 0.0 X 0 0 0 LARRY COAN TRUSTEE (BEG 2/1/18) 1.0 0.0 X 0 0 0 DAVID DEWITT TRUSTEE 1.0 0.0 X 0 0 0 CHERI DICK TRUSTEE 1.0 0.0 X 0 0 0 PATRICK EARLY TRUSTEE 1.0 0.0 X 0 0 0 LAUREN EDMUNDSON TRUSTEE 1.0 0.0 X 0 0 0 NANCY ELDER TRUSTEE 1.0 0.0 X 0 0 0 SUZANNE FEHSENFELD TRUSTEE 1.0 0.0 X 0 0 0 ERIC GILLISPIE TRUSTEE 1.0 0.0 X 0 0 0 BETH KLAPPER TRUSTEE (BEG 2/1/18) 1.0 0.0 X 0 0 0 BLAKE KORIATH TRUSTEE (BEG 2/1/18) 1.0 0.0 X 0 0 0 ROBERT MCELWAIN TRUSTEE 1.0 0.0 X 0 0 0 LISA MCKINNEY TRUSTEE 1.0 0.0 X 0 0 0 DAYTON MOLENDORP TRUSTEE 1.0 0.0 X 0 0 0 TOM NICKOLS TRUSTEE 1.0 0.0 X 0 0 0 BILL ROSENBAUM TRUSTEE 1.0 0.0 X 0 0 0 APRIL SASSO TRUSTEE 1.0 0.0 X 0 0 0 ANDY SELLERS TRUSTEE (BEG 2/1/18) 1.0 0.0 X 0 0 0 JOHN SHARPE TRUSTEE 1.0 0.0 X 0 0 0 ROBERT SHOEMAKER TRUSTEE 1.0 0.0 X 0 0 0 RICHARD THRAPP TRUSTEE 1.0 0.0 X 0 0 0 PETE WARD TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL WELLS TRUSTEE 1.0 0.0 X 0 0 0 AMY WILLIS TRUSTEE (BEG 2/1/18) 1.0 0.0 X 0 0 0 MICHAEL ALLEY TRUSTEE (END 2/1/18) 1.0 0.0 X 0 0 0 KATHY HUBBARD TRUSTEE (END 2/15/18) 1.0 0.0 X 0 0 0 FRAN JACOBY TRUSTEE (END 2/1/18) 1.0 0.0 X 0 0 0 DAVID KLAPPER TRUSTEE (END 2/15/18) 1.0 0.0 X 0 0 0 MARC NICHOLS TRUSTEE (END 1/15/18) 1.0 0.0 X 0 0 0 MYRTA PULLIAM TRUSTEE (END 2/1/18) 1.0 0.0 X 0 0 0 DOUG TILLMAN TRUSTEE (END 2/1/18) 1.0 0.0 X 0 0 0 MICHAEL CROWTHER CEO 40.0 0.0 X 301389 0 104488 ROBERT SHUMAKER PRESIDENT 40.0 0.0 X 252207 0 83132 MADONNA WAGNER SR VP OF OPERATIONS & CFO 40.0 0.0 X 175791 0 18714 KAREN BURNS EVP OF EXTERNAL RELATIONS 40.0 0.0 X 203958 0 46162 PAUL GRAYSON EXECUTIVE VP 40.0 0.0 X 196746 0 35963 MARY JANE BENNETT VP OF HR AND SAFETY & SECURITY 40.0 0.0 X 145120 0 30490 JEFFREY PROUDFOOT VP OF VETERINARY SERVICES 40.0 0.0 X 136029 0 37378 BILL COOPER VP INFRASTRUCTURE/CONSTRUCTION 40.0 0.0 X 137480 0 23977 DANA CANFIELD DIRECTOR OF IT 40.0 0.0 X 117498 0 15504 DENNIS WOERNER DIRECTOR OF MARKETING 40.0 0.0 X 107181 0 23057 1773399 0 418865 12 false true false HIRONS COMPANY COMMUNICATIONS 422 E NEW YORK ST INDIANAPOLIS IN 46202 CONSTRUCTION 1224020 SULLIVAN POORE INC 3818 PROSPECT ST INDIANAPOLIS IN 46203 CONSTRUCTION 577073 TURNER CONSTRUCTION COMPANY 733 SOUTH WEST ST STE 200 INDIANAPOLIS IN 46225 CONSTRUCTION 541917 OIA CONSULTING INC 9523 US HWY 42 1169 PROSPECT KY 40059 CONSULTING 451666 NATURAL ENCOUNTERS INC 127 CONSERVATION WAY WINTER HAVEN FL 33884 CONSULTING 410043 15 1802418 6401520 210664 8203938 ADMISSION 900099 8262091 8262091 MEMBERSHIP DUES 900099 6597252 6597252 FOOD SALES 721210 1470659 1470659 RIDES 713110 1330477 1330477 PARKING 812930 1331952 1208094 123858 1142394 1142394 20134825 1104037 91819 1012218 0 0 321603 255391 66212 0 66212 66212 1084889 3485799 822424 3848688 262465 -362889 -100423 -362888 48663 213802 999885 1802418 859948 139937 139937 0 0 0 0 0 0 0 29548526 19648079 264340 1432169 229869 229869 290000 290000 80200 80200 0 1418549 399456 565112 453981 0 11777198 10589990 706553 480655 456180 367320 51776 37084 2037788 1660232 208168 169388 940492 801635 81111 57746 0 70891 60429 10462 69199 69199 0 0 189080 189080 1490224 1255125 165746 69353 1652463 1652463 218603 176328 11204 31071 307508 307508 0 1632660 1590211 24490 17959 166087 113444 5604 47039 0 40700 16324 18450 5926 4212 3422 790 0 6474004 6474004 660029 648822 11207 ANIMAL FOOD & MEDICINE 980326 980326 OPERATING SUPPLIES 1142671 1073399 49838 19434 MAINTENANCE & REPAIRS 945680 933482 12198 OTHER EXPENSES 1458979 606455 215641 636883 34733592 30250015 2445806 2037771 0 0 28721652 19857944 5085008 3192641 339304 559626 0 0 0 0 0 0 104415 127064 327622 352504 167900399 103329061 69017042 64571338 27236849 34663441 11204091 10069279 0 0 0 0 18773064 17635013 160809047 151028850 3935891 3546836 0 0 2154002 2100719 0 0 0 0 0 0 0 0 0 0 139492 64435 6229385 5711990 X 94125743 90354470 38009361 31993330 22444558 22969060 154579662 145316860 160809047 151028850 X -5185066 -3100223 -977513 X false true X true false X 16054774 16468636 7539499 8381988 8203938 56648835 0 0 16054774 16468636 7539499 8381988 8203938 56648835 17324005 39324830 1675474 1961440 1149325 1270734 1320327 7377300 117048 34910 193774 188628 534360 0 64560495 108173196 0.60912 0.61845 X 0.00000 SCHEDULE A, PART II REASON FOR FILING PART II: THE ORGANIZATION HAS COMPLETED SCHEDULE A, PART II TO PROVE THAT IT MEETS THE DEFINITION OF A PUBLICLY SUPPORTED ORGANIZATION UNDER CATEGORY 7 AND CAN USE A SPECIAL REPORTING RULE ON SCHEDULE B. THE ORGANIZATION IS EXEMPT UNDER SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37414081 685000 -2055109 1128051 118080 34797841 34172374 53756 4549897 1248732 113214 37414081 31744085 591527 2859480 1022718 34172374 33353566 227357 -1289160 547678 31744085 21163780 232030 679036 22074846 0.62000 0.38000 false false 612326 612326 126279224 74424689 51854535 24493736 17572496 6921240 12993821 9052910 3940911 3521292 2278966 1242326 64571338 ALTERNATIVE INVESTMENTS 10069279 F 10069279 INTEREST IN PERPETUAL TRUSTS 1476745 INTEREST IN CHAR REM TRUSTS 16158268 ANNUITIES RECEIVABLE 0 17635013 0 CAPITAL LEASE PAYABLE 64435 64435 26397049 -3100223 1115339 -1984884 28381933 189080 977513 1166593 29548526 35659851 1115339 1115339 34544512 189080 189080 34733592 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS: EARNINGS FROM THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS OF THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. SCHEDULE D, PART X, LINE 2 FIN 48 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE: FUNDRAISING EVENT EXPENSE $859,948 RENTAL EXPENSE $255,391 TOTAL $1,115,339 SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $977,513 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES: FUNDRAISING EVENT EXPENSE $859,948 RENTAL EXPENSE $255,391 TOTAL $1,115,339 true Sub-Saharan Africa GRANTMAKING 15000 Central America and the Caribbean GRANTMAKING 44950 Europe (Including Iceland and Greenland) GRANTMAKING 15250 South Asia GRANTMAKING 5000 80200 80200 Central America and the Caribbean CONSERVATION 44950 wire Sub-Saharan Africa CONSERVATION 15000 WIRE Europe (Including Iceland and Greenland) MONITORING 15250 WIRE 3 true false true false false false SCHEDULE F, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. EVALUATES AND MONITORS ITS GRANTS BASED ON INFORMATION RECEIVED FROM THE GRANTEE ORGANIZATION AND OTHER PUBLIC INFORMATION. AL AK AR CA CO CT FL HI IL IN KS KY ME MD MA MI MS NV NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI ZOOBILATION 2480885 1732815 748070 177478 16250 511574 WINE AUCTION 280828 38873 241955 34575 48916 900 52073 1 40590 30730 9860 3680 14502 2802303 1802418 999885 34575 226394 20830 578149 859948 139937 true WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BOULEVARD BRONX NY 10460 131740011 501(C)(3) 60000 SUPPORT WORLD PARROT TRUST PO BOX 985 TRAVELERS REST SC 29690 621561595 501(C)(3) 12100 SUPPORT INTERNATIONAL ELEPHANT FOUNDATION PO BOX 366 AZLE TX 76098 752815706 501(C)(3) 10000 SUPPORT LINCOLN PARK ZOOLOGICAL SOCIETY 20010 N CLARK STREET CHICAGO IL 60614 362512404 501(C)(3) 25000 SUPPORT GLOBAL WILDLIFE CONSERVATION PO BOX 129 AUSTIN TX 78767 262887967 501(C)(3) 22300 CONERVATION AND GENERAL SUPPORT CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 311726923 501(C)(3) 6127 SUPPORT CONSERVATION INTERNATIONAL 2011 CRYSTAL DR SUITE 500 ARLINGTON VA 22202 521497470 501(C)(3) 25000 CONSERVATION SUPPORT SNOW LEOPARD CONSERVANCY 75 BOYLES BOULEVARD SONOMA CA 95476 611614981 501(C)(3) 10000 CONSERVATION SUPPORT 8 CONSERVATION 5 290000 SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. EVALUATES AND MONITORS ITS GRANTS BASED ON INFORMATION RECEIVED FROM THE GRANTEE ORGANIZATION AND OTHER PUBLIC INFORMATION. WINNERS OF THE INDIANAPOLIS PRIZE FUNDS ARE INDIVIDUALS WHO ARE NOMINATED AND REVIEWED BY AN INDEPENDENT PRIZE COMMITTEE. FUNDS RECEIVED BY WINNERS OR THEIR DESIGNATED CONSERVATION FUND ARE UNRESTRICTED GRANTS. THERE IS NO REQUIREMENT FOR THE REPORTING OF THE UTILIZATION OF THESE FUNDS. X X X false true false false false false false false false MICHAEL CROWTHER CEO 297579 0 0 0 3810 0 81750 0 22738 0 405877 0 0 0 ROBERT SHUMAKER PRESIDENT 251517 0 0 0 690 0 60394 0 22738 0 335339 0 0 0 MADONNA WAGNER SR VP OF OPERATIONS & CFO 175341 0 0 0 450 0 8971 0 9743 0 194505 0 0 0 MARY JANE BENNETT VP OF HR AND SAFETY & SECURITY 143935 0 0 0 1185 0 20790 0 9700 0 175610 0 0 0 JEFFREY PROUDFOOT VP OF VETERINARY SERVICES 134896 0 0 0 1133 0 20090 0 17288 0 173407 0 0 0 BILL COOPER VP INFRASTRUCTURE/CONSTRUCTION 136295 0 0 0 1185 0 6646 0 17331 0 161457 0 0 0 KAREN BURNS EVP OF EXTERNAL RELATIONS 201978 0 0 0 1980 0 28788 0 17374 0 250120 0 0 0 PAUL GRAYSON EXECUTIVE VP 192936 0 0 0 3810 0 27240 0 8723 0 232709 0 0 0 SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: The INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. ALSO HAS AN UNFUNDED NONQUALIFIED PLAN FOR THE PAYMENT OF DEFERRED COMPENSATION TO CERTAIN EXECUTIVE EMPLOYEES. EXPENSE RECOGNIZED BY THE SOCIETY AND ACCRUED TOTALED $177,000 AND $177,000 FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, RESPECTIVELY. A LIABILITY HAS BEEN RECORDED IN THE AMOUNT OF $1,263,248 AND $1,086,248, RESPECTIVELY, AS OF DECEMBER 31, 2018 AND 2017. SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION: INCLUDED IN DEFERRED COMPENSATION IS 403(B) PLAN CONTRIBUTIONS AND NONQUALIFIED DEFERRED COMPENSATION. THE AMOUNT OF 403(B) COMPENSATION INCLUDED IN SCHEDULE J, PART II, COLUMN C: MICHAEL CROWTHER $13,750 ROBERT SHUMAKER $13,394 MADONNA WAGNER $8,971 KAREN BURNS $10,788 PAUL GRAYSON $9,740 MARY JANE BENNETT $7,290 JEFFREY PROUDFOOT $7,090 BILL COOPER $6,646 DANA CANFIELD $6,003 DENNIS WOERNER $5,961 X WINE/BEER/LIQUOR/BEVERAGES 1381 210644 MARKET VALUE 3 false true false FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE RETURN IS REVIEWED BY A SUBCOMMITTEE OF THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND IT IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS: CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED ON AN ANNUAL BASIS BY BOARD MEMBERS AND STAFF. ANNUALLY, ALL CONFLICTS OF INTEREST ARE SUMMARIZED AND REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. IF THERE WAS A CONFLICT OF INTEREST, A BOARD MEMBER WOULD RECUSE THEMSELVES FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION REVIEW AND APPROVAL PROCESS FOR OFFICERS AND KEY EMPLOYEES: COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION OF THE CEO, CFO, VP'S, AND SVP'S. THE LAST ANNUAL REVIEW WAS PERFORMED BY THE EXECUTIVE COMMITTEE OF THE BOARD IN NOVEMBER OF 2018. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $(977,513) WATERFRONT DRIVE LLC 1200 WEST WASHINGTON STREET INDIANAPOLIS IN 46222 PROPERTY MGMT IN 0 0 INDPLS ZOO