2019-10-31T18:34:41-05:00 2018-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2018-01-01 942861667 SACRAMENTO ZOOLOGICAL SOCIETY SACR 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 ROBERT CHURCHILL CFO 9168082684 2019-10-24 1 JENNIFER Z IWATA P01310188 9166466464 2019-10-24 207.231.71.251 2019-10-24 11:13:53 PD P 67639D8D55F6B218ED5E382FB77B71D17F0527F1 67639D8D55F6B218ED5E382FB77B71D17F0527F1 2018 2019-02-21 02:37:17Z ROBERT CHURCHILL 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 11471416 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. 23 22 172 1911 0 0 1421317 1482155 5632197 5808266 226072 477226 988114 1049379 8267700 8817026 152655 163662 0 0 4649070 4650131 125847 93696 430999 3273860 3529499 8201432 8436988 66268 380038 15524411 14908653 975558 1526558 14548853 13382095 X THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 0 0 4085460 3634900 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 450 ANIMALS REPRESENTING 123 SPECIES. OF THAT NUMBER, 38 SPECIES ARE CONSIDERED CRITICALLY ENDANGERED, ENDANGERED OR VULNERABLE BY THE INTERNATIONAL UNION FOR CONSERVATION OF NATURE (IUCN). OF THE SPECIES HOUSED AT THE ZOO, 59 ARE MANAGED COOPERATIVELY AS PART OF THE ZOO'S PARTICIPATION IN PROGRAMS OF THE ASSOCIATION OF ZOOS AND AQUARIUMS (AZA). BIRTHS AT THE ZOO THIS YEAR INCLUDED SEVERAL ENDANGERED AND CRITICALLY ENDANGERED SPECIES INCLUDING MOST NOTABLY, THE BIRTH OF A CRITICALLY ENDANGERED SNOW LEOPARD CUB, COCONUT. BORN ON MAY 6TH, COCONUT, WHILE HEALTHY, EXHIBITED SOME HEALTH CONDITIONS VERY EARLY ON IN HIS LIFE. DIAGNOSED WITH "SWIMMER'S SYNDROME" COCONUT'S LEGS SPLAYED OUTWARD AND HE REQUIRED DAILY PHYSICAL THERAPY FROM HIS DEDICATED TEAM OF ZOOKEEPERS AND VETERINARIANS TO CORRECT HIS MOVEMENT. THE ZOO'S CLOSE COLLABORATION WITH UC DAVIS SCHOOL OF VETERINARY MEDICINE ALLOWED COCONUT'S CARE TO BE MONITORED BY A BEVY OF SPECIALISTS, INCLUDING A VETERINARY OPHTHALMOLOGIST WHO WAS ABLE TO CORRECT COCONUT'S OTHER BIRTH ABNORMALITY: EYELID COLOBOMA, WHICH CAUSES A SECTION OF THE EYELID TO BE MISSING AND ABNORMALLY SHAPED LEADING TO IRRITATION AND DAMAGE TO THE EYE SURFACE. THE SACRAMENTO ZOO ALSO WELCOMED SEVERAL NEWCOMERS FROM OTHER ZOOS, INCLUDING MEERKATS, A MALE HAWK-HEADED PARROT AND TWO CRITICALLY ENDANGERED MALE OKAPIS. THANKS TO A GENEROUS PARTNERSHIP WITH JIFFY LUBE, THE ZOO'S MEERKATS HAVE BEEN DELIGHTING VISITORS SINCE THEIR ARRIVAL IN NOVEMBER. THE MEERKATS, A MOB OF FIVE FEMALES ENJOY THEIR EXHIBIT, COMPLETE WITH A TERMITE MOUND, ON WHICH THE SENTRY WILL STAND GUARD FOR THE REST OF THE GROUP. AS A PARTICIPANT IN THE ASSOCIATION OF ZOOS & AQUARIUMS (AZA) SPECIES SURVIVAL PLAN (SSP), THE SACRAMENTO ZOO WORKS CLOSELY WITH ZOOS ACROSS THE COUNTRY TO COOPERATIVELY MANAGE SPECIES IN HUMAN CARE, INCLUDING THE SPECIES THE ZOO ACQUIRED IN 2018. SSPS COOPERATIVELY MANAGE SPECIFIC POPULATIONS ACROSS MULTIPLE ZOOS AND AQUARIUMS WITH THE GOAL OF SUSTAINING A HEALTHY, GENETICALLY DIVERSE AND DEMOGRAPHICALLY VARIED SPECIES WELL INTO THE FUTURE. 1404067 1775632 MEMBERSHIP AND VISITOR SERVICES - IN 2018, THE ZOO SAW 513,061 VISITORS DURING NORMAL VISITING HOURS AND AT SPECIAL EVENTS SUCH AS THE SELLOUT WINE & BREW AT THE ZOO AND THE EVER-POPULAR ICE CREAM SAFARI. IMPROVEMENTS TO THE ZOO'S VISITOR EXPERIENCE INCLUDED AN EXPANSION OF THE ZOO'S PLAYGROUND TO MAKE SPACE FOR AN ALL-NEW EDUCATION OUTPOST. THE PLAYGROUND, A FAMILY FAVORITE FOR CHILDREN OF ALL AGES, WAS NOT ONLY RELOCATED BUT REFRESHED. COMPLETE WITH BRAND-NEW FENCING, ADDITIONAL ANIMAL CLIMBING STRUCTURES, AN EXPANDED PICNIC AREA, AS WELL AS SHADE STRUCTURES TO HELP BEAT THE HEAT; THE PLAYGROUND IS NOW LARGER AND MORE WELCOMING, ALLOWING FAMILIES TO SPEND MORE TIME IN THE AREA. 1611010 163662 397734 EDUCATION AND SUSTAINABILITY - A VISIT TO THE ZOO IS AN IMMERSIVE EXPERIENCE, CONNECTING VISITORS WITH WILDLIFE AND NATURE. THE ZOO'S EDUCATIONAL PROGRAMS ARE DESIGNED TO COMPLY WITH CALIFORNIA SCIENCE STANDARDS AND INCORPORATE EDUCATION, RECREATION AND THE UNIQUE SETTING OF THE ZOO. FROM THE OVER 50,000 SCHOOLCHILDREN THAT VISITED THE ZOO ON A FIELD TRIP TO THE OVER 100,000 INDIVIDUALS ENGAGED IN A WILDLIFE STAGE SHOW, ANIMAL ENCOUNTER OR KEEPER CHAT, MESSAGING ABOUT ANIMALS AND CONSERVATION OF SPECIES AND THEIR HABITATS CONTINUES TO BE A KEY COMPONENT TO THE VISITOR EXPERIENCE. AS A CONSERVATION ORGANIZATION, THE SACRAMENTO ZOO IS COMMITTED TO SUPPORTING WILDLIFE CONSERVATION THROUGH FINANCIAL AND IN-KIND SUPPORT. IN 2018, THE SACRAMENTO ZOO CONTRIBUTED OVER $165,000 TO WILDLIFE CONSERVATION. FUNDS SUPPORTED FIELD CONSERVATION, LOCAL POPULATION MANAGEMENT, WORKING WITH COMMUNITIES TO MITIGATE THEIR IMPACT ON SPECIES, AND HABITAT PROTECTION AND RESTORATION. 7100537 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 20 0 1 172 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA 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 IRWIN KARP 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 AMISHA PATEL 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 CHUCK GARD DOCENT PRESIDENT 0.50 X 0 0 0 JODY ULICH CITY REPRESENTATIVE/DIRECTOR 0.50 X 0 0 0 JEFF RAIMUNDO PAST PRESIDENT 2.00 X 0 0 0 ELIZABETH STALLARD PRESIDENT 1.00 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 1.00 X X 0 0 0 JASON RUSSELL CPA TREASURER 1.00 X X 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 45.00 X X 145076 0 13190 ROBERT CHURCHILL CFO 45.00 X 132628 0 3549 277704 0 16739 2 0 1 0 REGENTS OF UC DAVIS PO BOX 989062 WEST SACRAMENTO CA 95796 REIMBURSED PERSONNEL COSTS 214116 HYLTON SECURITY 1015 2ND STREET 2ND FLOOR SACRAMENTO CA 95814 SECURITY 158989 2 39381 332482 1110292 57808 1482155 GATE ADMISSIONS 900099 3634900 3634900 MEMBERSHIP DUES 900099 1149937 1149937 VISITOR SERVICES 900099 625695 625695 EDUCATION 900099 397734 397734 5808266 104062 104062 52713 0 52713 52713 52713 2888153 2514989 373164 373164 373164 485260 39381 139401 345859 345859 CONCESSIONS 900099 650807 650807 650807 8817026 5808266 0 1526605 119476 119476 44186 44186 294443 248805 30259 15379 3713943 3138290 381677 193976 80105 67689 8232 4184 259967 220599 26125 13243 301673 254914 31003 15756 31200 31200 93696 93696 39312 39312 378779 260075 118704 231581 183866 1773 45942 585622 512817 66461 6344 88361 54470 22460 11431 790410 760546 22513 7351 50895 41161 9273 461 20429 1266 19143 20 441011 415980 25031 199107 179713 13206 6188 SUPPLIES 578195 551278 12327 14590 DUES AND SUBSCRIPTIONS 58937 28163 28591 2183 35660 17243 18162 255 8436988 7100537 905452 430999 1744342 1574669 1894330 1841545 160000 82179 68381 30597 47927 68997 56636 11426313 5079669 6337258 6346644 4690185 4200608 676523 612243 15524411 14908653 523993 1009905 451565 516653 975558 1526558 X 8459664 7796138 2700429 2316253 3388760 3269704 14548853 13382095 15524411 14908653 X 380038 -660471 -886325 X X 0 1 X 1 0 X 1139333 1385486 1252638 1220817 1482155 6480429 4248550 4957578 4971275 5632197 5808266 25617866 927601 951951 950209 1073099 1136067 5038927 6315484 7295015 7174122 7926113 8426488 37137222 17280 5000 17363 5000 20265 64908 0 17280 5000 17363 5000 20265 64908 37072314 195417 264738 212564 227880 156775 1057374 195417 264738 212564 227880 156775 1057374 6510901 7559753 7386686 8153993 8583263 38194596 0.97060 0.96650 0.02770 0.02990 X 0 0 0 0 0 0 0 0 1 10000 10000 0 PART II-B, LINE 1: SUPPORT FOR MAYOR STEINBERG'S COMMITTEE FOR SACRAMENTO FUTURE - MEASURE U, A BALLOT MEASURE COMMITTEE. 5000595 -206704 300000 39312 4454579 4386194 651788 37387 5000595 4141283 304993 25639 34443 4386194 4254723 -78872 34568 4141283 4044362 244465 34104 4254723 1.00000 0 0 397896 272120 125776 8651591 3071452 5580139 1836285 1683615 152670 540541 52482 488059 6346644 7230918 -660471 -64280 -724751 7955669 39312 822045 861357 8817026 8397676 0 8397676 39312 39312 8436988 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 -64,280. PART XI, LINE 4B - OTHER ADJUSTMENTS: RESTRICTED FUNDS RETURNED TO DONORS FROM PRIOR YEARS 822,045. 1 SOUTH ASIA 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 4560 SOUTH AMERICA 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 7000 SUB SAHARAN AFRICAN 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 32626 0 0 0 0 0 0 44186 0 44186 SUB SAHARAN AFRICA CONSERVATION 7150 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. X X X X 1 CCS FUNDRAISING PO BOX 824885 PHILADELPHIA PA 19182 DEVELOPMENT SUPPORT AND CONSULTING 0 0 93696 0 93696 CA WILD AFFAIR 211228 33590 177638 20217 13624 36681 BOO AT THE ZOO 125880 1500 124380 684 591 4198 6 187533 4291 183242 4540 26883 31983 524641 39381 485260 25441 41098 72862 139401 345859 1 PAINTED DOG RESEARCH TRUST 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501(C)(3) 5000 CONSERVATION US FOREST SERVICE PO BOX 301550 LOS ANGELES CA 90030 929332484 GOV 5000 CONSERVATION OKAPI CONSERVATION PROJECT 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 5000 CONSERVATION WCN EXPO SPONSORSHIP 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501(C)(3) 7500 CONSERVATION NORTH CAROLINA ZOOLOGICAL SOCIETY 4401 ZOO PARKWAY ASHEBORO NC 27205 560990900 501(C)(3) 9310 CONSERVATION WILD NATURE INSTITUTE PO BOX 44 WEAVERVILLE NC 28787 463021940 501(C)(3) 10000 CONSERVATION MOUNTAIN LION FOUNDATION PO BOX 1896 SACRAMENTO CA 95812 943015360 501(C)(3) 12868 CONSERVATION RED PANDA NETWORK 94 W 10TH STREET SUITE 7 EUGENE OR 97401 261103671 501(C)(3) 16322 CONSERVATION 8 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 0 0 0 0 0 0 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 145076 0 0 0 0 0 7500 0 5690 0 158266 0 0 0 X 8 2757 FMV X 2318 FMV X 1 7927 FMV X GIFT CERTIFICATES 56 32137 FMV X FOOD/WINE/JEWELRY 27 8759 FMV X ANIMAL ENRICHMENT AND OTHER GOODS 16 3910 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 -64,280. RESTRICTED FUNDS RETURNED TO DONORS FROM PRIOR YEARS -822,045. 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.