2018-11-12T15:51:06-06:00 2017-12-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2017-01-01 942861667 SACRAMENTO ZOOLOGICAL SOCIETY SACR 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 ROBERT CHURCHILL CFO 9168082684 2018-11-08 1 LINDA D GEERY P00364484 9166466464 2018-11-08 207.231.71.251 2018-11-08 12:11:17 PS P 4231FC5C1898286F552CA8387A9D1D241858F7B6 08FFCAFBD4B537562C5EDF803C60B0709196F1C2 2017 2019-02-21 02:37:17Z ROBERT CHURCHILL 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 10806498 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. 22 21 157 1508 0 0 1352638 1421317 4971275 5632197 200052 226072 842862 988114 7366827 8267700 129430 152655 0 0 4195884 4649070 0 125847 596113 2902488 3273860 7227802 8201432 139025 66268 14999602 15524411 984674 975558 14014928 14548853 X THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 0 0 3834203 3465618 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 567 ANIMALS REPRESENTING 128 SPECIES. OF THAT NUMBER, 78 SPECIES HAVE BEEN LISTED BY THE INTERNATIONAL UNION FOR CONSERVATION OF NATURE (IUCN) AS CRITICALLY ENDANGERED, ENDANGERED OR VULNERABLE. OF THE SPECIES HOUSED AT THE ZOO, 60 ARE MANAGED COOPERATIVELY AS PART OF THE ZOO'S PARTICIPATION IN PROGRAMS OF THE ASSOCIATION OF ZOOS AND AQUARIUMS.SPRING AND SUMMER BIRTHS AT THE ZOO THIS YEAR INCLUDED SEVERAL ENDANGERED AND CRITICALLY ENDANGERED SPECIES INCLUDING A MONGOOSE LEMUR, THREE BLACK AND WHITE RUFFED LEMURS, A THICK-BILLED PARROT AND AN EASTERN BONGO CALF. LATE SUMMER BROUGHT THE HATCHING OF SIX CARRIBBEAN FLAMINGO CHICKS, THE FIRST SUCCESSFUL HATCHING OF THIS SPECIES AT THE SACRAMENTO ZOO SINCE 1999, AS WELL AS THE BIRTH OF A THIRD WOLF'S GUENON INFANT. THE SACRAMENTO ZOO ALSO WELCOMED SEVERAL NEWCOMERS FROM OTHER ZOOS, INCLUDING TWO NORTH AMERICAN RIVER OTTERS, TWO RED KANGAROOS, PHANATASMAL DART FROGS AND A CRITICALLY ENDANGERED SUMATRAN ORANGUTAN FEMALE TO JOIN THE TWO OTHER RESIDENT SUMATRAN ORANGUTANS.THE SACRAMENTO ZOO VETERINARY DEPARTMENT CONTINUES TO PROVIDE LIFELONG COMPASSIONATE CARE TO THE ZOO'S ANIMALS. VETERINARIANS AND REGISTERED VETERINARY TECHNICIANS PARTNER WITH THE KEEPERS AND ANIMAL CARE SUPERVISORS TO ENSURE THAT EVERY ANIMAL AT THE ZOO IS PROVIDED WITH EXCELLENT HEALTH CARE. THE ZOO'S SUCCESSFUL PARTNERSHIP WITH THE UC DAVIS SCHOOL OF VETERINARY MEDICINE ENABLES US TO UTILIZE WORLD-RENOWNED EXPERTS IN CARING FOR THE ANIMALS AT THE ZOO. TRAINING PROGRAMS FOR VETERINARY STUDENTS AND RESIDENTS ENSURE THAT THE ANIMALS WILL BE WELL CARED FOR TODAY AND IN FUTURE GENERATIONS. 1261673 1782112 MEMBERSHIP AND VISITOR SERVICES - THE SACRAMENTO ZOO HAS BEEN A POPULAR AMENITY IN THE REGION FOR OVER 90 YEARS, AND 2017 WAS NO EXCEPTION. THE ZOO SAW 490,424 VISITORS, INCLUDING VISITORS TO SPECIAL FAMILY EVENTS SUCH AS ICE CREAM SAFARI, BOO AT THE ZOO AND STAR WARS DAY. AFTER-HOURS FUNDRAISING EVENTS INCLUDED WILD AFFAIR, WINE & BREW AT THE ZOO AND AT THE INAUGURAL WILD GAMES, GUESTS TRIED THEIR HAND AT GIANT BEER PONG, SUMO WRESTLING, JOUSTING AND MUCH MORE! 2017 WAS A GREAT TIME TO BE A ZOO VISITOR! 1520792 152655 384467 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 2017, THE SACRAMENTO ZOO CONTRIBUTED OVER $150,000 TO WILDLIFE CONSERVATION. FUNDS SUPPORTED A TOTAL OF 46 CONSERVATION PROJECTS INCLUDING FIELD CONSERVATION, LOCAL POPULATION MANAGEMENT, WORKING WITH COMMUNITIES TO MITIGATE THEIR IMPACT ON SPECIES, AND HABITAT PROTECTION AND RESTORATION. 6616668 1 1 0 0 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 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 12 0 1 157 1 0 0 0 0 0 1 1 0 0 0 0 X 22 21 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 JEFF RAIMUNDO PRESIDENT 2.00 X X 0 0 0 ELIZABETH STALLARD VICE PRESIDENT 1.00 X X 0 0 0 STARR HURLEY 2ND VICE PRESIDENT 1.00 X X 0 0 0 JASON RUSSELL CPA TREASURER 1.00 X X 0 0 0 ADHAM SBEIH SECRETARY 1.00 X X 0 0 0 JIM NAIFY PAST-PRESIDENT 1.00 X 0 0 0 ROBERT CHURCHILL INTERIM DIRECTOR/CEO/CFO 45.00 X X 141970 0 3549 DR KYLE BURKS THRU 0717 DIRECTOR/CEO 45.00 X X 98013 0 10622 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 JEFFREY DORSO 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 MARC IRISH 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 JOHN OTTO TRUSTEE 0.50 X 0 0 0 AMISHA PATEL TRUSTEE 0.50 X 0 0 0 SUE SCHOENIG TRUSTEE 0.50 X 0 0 0 MIKE TESTA TRUSTEE 0.50 X 0 0 0 JODY ULICH TRUSTEE 0.50 X 0 0 0 DR ALAN YEE MD TRUSTEE 0.50 X 0 0 0 239983 0 14171 1 0 0 0 CLR DESIGN 833 CHESTNUT STREET PHILADELPHIA PA 19107 ARCHITECTURAL AND PLANNING 339929 REGENTS OF UC DAVIS PO BOX 989062 WEST SACRAMENTO CA 95796 REIMBURSED PERSONNEL COSTS 196462 CCS FUNDRAISING PO BOX 824885 PHILADELPHIA PA 19182 FUNDRAISING CONSULTATION 125847 HYLTON SECURITY 1015 2ND STREET 2ND FLOOR SACRAMENTO CA 95814 SECURITY 120211 4 44100 454541 922676 58551 1421317 GATE ADMISSIONS 900099 3465618 3465618 MEMBERSHIP DUES 900099 1132982 1132982 VISITOR SERVICES 900099 649130 649130 EDUCATION 900099 384467 384467 5632197 171392 171392 56488 0 56488 56488 56488 2452005 2397325 54680 54680 54680 467261 44100 141473 325788 325788 CONCESSIONS 900099 605838 605838 605838 8267700 5632197 0 1214186 87065 87065 65590 65590 254154 211010 26674 16470 3853456 3199305 404424 249727 34653 28770 3637 2246 222038 184346 23303 14389 284769 236427 29887 18455 32065 32065 125847 125847 37387 37387 367937 292725 20869 54343 380631 327434 2048 51149 482795 234687 243647 4461 85193 53269 20493 11431 673360 648787 18472 6101 62817 50347 9084 3386 8832 2104 6728 449843 443979 5864 187645 167743 12789 7113 SUPPLIES 386218 360583 0 25635 DUES AND SUBSCRIPTIONS 32856 6027 24470 2359 86281 16470 66810 3001 8201432 6616668 988651 596113 1977050 1744342 1244175 1894330 67197 82179 10000 30597 71587 68997 10975916 4638658 6222958 6337258 4721098 4690185 685537 676523 14999602 15524411 547670 523993 437004 451565 984674 975558 X 8572754 8459664 2239282 2700429 3202892 3388760 14014928 14548853 14999602 15524411 X 66268 476671 -9014 X X 0 1 X 1 0 X 1190712 1501333 1545031 1352638 1421317 7011031 4521323 4248550 4957578 4971275 5632197 24330923 910213 927601 951951 950209 1073099 4813073 6622248 6677484 7454560 7274122 8126613 36155027 6690 12280 12363 105000 136333 0 6690 12280 12363 105000 136333 36018694 213283 195417 264738 212564 227880 1113882 213283 195417 264738 212564 227880 1113882 6835531 6872901 7719298 7486686 8354493 37268909 0.96650 0.96930 0.02990 0.02950 X 4386194 651788 37387 5000595 4141283 304993 25639 34443 4386194 4254723 -78872 34568 4141283 4044362 244465 34104 4254723 3610207 465474 31319 4044362 1.00000 0 0 304841 239322 65519 8559802 2790702 5769100 1805996 1557078 248918 305277 51556 253721 6337258 8706470 476671 8500 -9014 476157 8230313 37387 37387 8267700 8172545 8500 8500 8164045 37387 37387 8201432 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 -9,014. 0 SOUTH ASIA 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 1000 EUROPE 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 2000 SOUTH AMERICA 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 2000 SUB SAHARAN AFRICAN 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 60590 0 0 0 0 0 0 65590 0 65590 SUB SAHARAN AFRICA CONSERVATION 8650 SUB SAHARAN AFRICA CONSERVATION 9450 SUB SAHARAN AFRICA CONSERVATION 10000 3 0 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 125847 0 125847 CA NY IL PA MD DC WILD AFFAIR 165108 25772 139336 15003 19531 40909 BOO AT THE ZOO 142423 11200 131223 1549 21557 6 203830 7128 196702 8046 9314 25564 511361 44100 467261 24598 28845 88030 141473 325788 1 MOUNTAIN LION FOUNDATION PO BOX 1896 SACRAMENTO CA 95812 943015360 501(C)(3) 5000 CONSERVATION RED PANDA NETWORK 94 W 10TH STREET SUITE 7 EUGENE OR 97401 261103671 501(C)(3) 5000 CONSERVATION VIRGINIA ZOOLOGICAL SOCIETY 3500 GRANBY STREET NORFOLK VA 23504 510253147 501(C)(3) 5000 CONSERVATION WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501(C)(3) 7500 CONSERVATION SANDHILL CRANE 2400 22ND ST 100 SACRAMENTO CA 95818 203717148 501(C)(3) 8750 CONSERVATION CONSERVATION THE SMALL WILD CAT CONSERVATION FOUNDATION 356 FREEMAN STREET HARTFORD CT 06106 261368021 501(C)(3) 16800 CONSERVATION 6 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 3 1650 X 18343 FMV X FOOD/WINE/JEWELRY 54 17831 FMV X GIFT CERTIFICATES 70 15786 FMV X FURNITURE 6 4941 FMV 0 1 0 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 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. THIS PROCESS WAS LAST UNDERTAKEN IN 2016. 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 -9,014. 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.