2018-03-15T13:30:51-05:00 2017-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2016-07-01 043129124 COMMONWEALTH ZOOLOGICAL CORPORATION D/B/A ZOO NEW ENGLAND COMM 6179892000 ONE FRANKLIN PARK ROAD BOSTON MA 02121 JOHN J LINEHAN PRESIDENT & CEO 6179892000 2018-03-02 1 BRENDA L BOOTH P01342395 6177610600 2018-03-02 207.172.72.163 2018-03-02 08:29:13 ES P 102C1995D04F643618E9EB8F2AEF5D32C98268A5 0F1372C2ED1A248B76311D2B1E2EFCDFC9FEAA1F 2016 2021-01-29 14:40:06Z JOHN J LINEHAN ONE FRANKLIN PARK ROAD BOSTON MA 02121 18875512 0 X WWW.ZOONEWENGLAND.ORG X 1991 MA TO PROVIDE ALL ADMINISTRATIVE AND OTHER SERVICES AND SUPPORT REQUIRED OR CONTEMPLATED BY CHAPTER 92B OF THE MASSACHUSETTS GENERAL LAWS TO THE FRANKLIN PARK ZOO AND THE WALTER D. STONE MEMORIAL ZOO, TO ANY OTHER AGENCY OR ENTITY REFERENCED THEREIN, AND ACT INDEPENDENTLY IN CONNECTION WITH ZOOLOGICAL MATTERS. FURTHERMORE, ZOO NEW ENGLAND'S MISSION IS TO INSPIRE PEOPLE TO PROTECT AND SUSTAIN THE NATURAL WORLD FOR FUTURE GENERATIONS BY CREATING FUN AND ENGAGING EXPERIENCES THAT INTEGRATE WILDLIFE AND CONSERVATION PROGRAMS, RESEARCH, AND EDUCATION. 25 25 304 3180 0 0 12084655 13570779 4464775 4160456 11275 22588 666928 804316 17227633 18558139 131433 97210 0 0 7843062 8773360 0 0 599202 5729564 6440696 13704059 15311266 3523574 3246873 22926212 27078393 2093962 3346918 20832250 23731475 X TO PROVIDE ALL ADMINISTRATIVE AND OTHER SERVICES AND SUPPORT REQUIRED OR CONTEMPLATED BY CHAPTER 92B OF THE MASSACHUSETTS GENERAL LAWS TO THE FRANKLIN PARK ZOO AND THE WALTER D. STONE MEMORIAL ZOO, TO ANY OTHER AGENCY OR ENTITY REFERENCED THEREIN, AND ACT INDEPENDENTLY IN CONNECTION WITH ZOOLOGICAL MATTERS. FURTHERMORE, ZOO NEW ENGLAND'S MISSION IS TO INSPIRE PEOPLE TO PROTECT AND SUSTAIN THE NATURAL WORLD FOR FUTURE GENERATIONS BY CREATING FUN AND ENGAGING EXPERIENCES THAT INTEGRATE WILDLIFE AND CONSERVATION PROGRAMS, RESEARCH, AND EDUCATION. 0 0 2789612 3420064 GUEST SERVICES IN FY 17, ZOO NEW ENGLAND EXPERIENCED A DECREASE IN DAYTIME ATTENDANCE WITH 547,718 VISITORS COMPARED TO 553,670 VISITORS IN FY 16. FRANKLIN PARK ZOO'S ATTENDANCE REACHED 353,891, A DECREASE OF 1,638 FROM 355,529 IN FY 16.STONE ZOO'S DAYTIME ATTENDANCE REACHED 193,827, A DECREASE OF 4,314 FROM 198,141 IN FY 16.TOTAL FY 17 ATTENDANCE FOR ZOOLIGHTS (STONE ZOO'S EVENING HOLIDAY LIGHT SHOW, WHICH OPERATES PRIMARILY IN THE MONTH OF DECEMBER) WAS 38,362, A DECREASE OF 25,449 COMPARED TO 63,811 IN FY 16. TOTAL OVERALL ATTENDANCE INCLUSIVE OF ZOOLIGHTS IN FY 17 WAS 586,080, COMPARED TO 617,211 IN FY 16.MEMBERSHIPIN FY 17, MEMBERSHIP REVENUES FROM 16,497 MEMBER HOUSEHOLDS BROUGHT IN OVER $1,600,000. THIS IS THE SIXTH YEAR THAT MEMBERSHIP REVENUE HAS EXCEEDED MORE THAN $1 MILLION, AND THE THIRD YEAR THAT REVENUE HAS EXCEEDED $1,600,000. 4445835 857 ANIMAL CARE AND EXHIBITS-AS OF JUNE 30, 2017, FRANKLIN PARK ZOO FEATURES 60 PUBLIC ANIMAL EXHIBITS AND STONE ZOO FEATURES 44. IN SEPTEMBER 2016, NATURE'S NEIGHBORHOODS, THE NEW GEORGE ROBERT WHITE FUND CHILDREN'S ZOO, OPENED AT FRANKLIN PARK ZOO. FEATURED EXHIBITS INCLUDE RED PANDA, PRAIRIE DOG, TWO TURTLE PONDS AND A WALK-THROUGH WETLANDS AVIARY. -IN EARLY MAY, THE MASTERS OF FLIGHT: BIRDS OF PREY SHOW RETURNED TO STONE ZOO FOR THE START OF ITS EIGHTH SEASON. THIS EDUCATIONAL PROGRAM, THAT PRESENTS EXOTIC, FREE-FLIGHT BIRDS, CONTINUES TO RECEIVE RAVE REVIEWS FROM OUR GUESTS. ADDITIONALLY, TWO ADULT AMERICAN ALLIGATORS RETURNED FOR THEIR FOURTH SUMMER AT THE SEASONAL AMERICAN ALLIGATOR EXHIBIT. 921771 97210 335071 EDUCATION/ TEENS AND COMMUNITY RELATIONS IN FY 17, WE SIGNIFICANTLY INCREASED THE NUMBER OF WILD ADVENTURE PROGRAMS, WHICH INCLUDE OUR BREAKFASTS WITH THE ANIMALS PROGRAMS AND PREMIUM TOURS, BY 179% WITH 232 TOTAL PROGRAMS COMPARED TO LAST YEAR'S 83. THE NUMBER OF PROGRAM PARTICIPANTS FOR OUR WILD ADVENTURE PROGRAMS INCREASED BY 194% TO 1,991 PARTICIPANTS IN FY 17, COMPARED TO 789 IN FY 16. THESE PROGRAMS INCLUDED 91 BREAKFAST WITH THE ANIMALS, PLAYFUL PAWS AND CURIOUS CUBS WITH 1,510 PARTICIPANTS, AND 141 PREMIUM BEHIND-THE-SCENES TOURS WITH 481 PARTICIPANTS. OUR CAMP PARTICIPANT NUMBERS BETWEEN BOTH FRANKLIN PARK ZOO AND STONE ZOO INCREASED 14% IN FY 17 WITH 458 PARTICIPANTS, COMPARED TO 403 PARTICIPANTS IN FY 16. OUR OUT-OF-SCHOOL TIME PROGRAMS INCREASED 47% IN FY 17 TO 190 PROGRAMS, COMPARED TO 129 IN FY 16. 4603044 404464 EXPENSES INCURRED FOR FACILITIES AND GROUNDS INCLUDE SALARIES, FRINGE BENEFITS, UTILITIES, INSURANCE AND REPAIRS AND MAINTENANCE WHICH ENABLE ZOO NEW ENGLAND TO OPERATE IN A COMFORTABLE, SAFE AND PROTECTIVE ENVIRONMENT FOR STAFF AND VISITORS TO THE ZOOS. 4603044 404464 12760262 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 27 0 1 304 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SAT HARIPRASAD - DIR OF FINANCE 6173795180 ONE FRANKLIN PARK ROAD BOSTON MA 02121 ROBERT BEAL DIRECTOR 1.00 X 0 0 0 RORY BROWNE PH D DIRECTOR 1.00 X 0 0 0 GORDON CARR DIRECTOR 1.00 X 0 0 0 GORDON CLAGETT DIRECTOR 1.00 X 0 0 0 FRANCESCO DE VITO DIRECTOR 1.00 X 0 0 0 JAMES B DUNBAR DIRECTOR 1.00 X 0 0 0 THOMAS FEELEY DIRECTOR 1.00 X 0 0 0 DAVID FRIEDMAN DIRECTOR 1.00 X 0 0 0 MARK GIOVINO DIRECTOR 1.00 X 0 0 0 KATE GUEDJ DIRECTOR 1.00 X 0 0 0 STEVEN M HINTERNEDER DIRECTOR 1.00 X 0 0 0 JANICE HOUGHTON DIRECTOR, VICE CHAIR 1.00 X X 0 0 0 MARK A KELLEY MD DIRECTOR 1.00 X 0 0 0 CHRISTY KESWICK DIRECTOR 1.00 X 0 0 0 WALTER D LITTLE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LITTERIO DIRECTOR 1.00 X 0 0 0 QUINCY MILLER DIRECTOR 1.00 X 0 0 0 DAVID PASSAFARO DIRECTOR 1.00 X 0 0 0 JEANNE PINADO DIRECTOR 1.00 X 0 0 0 DAVID C PORTER DIRECTOR, CHAIR 1.00 X X 0 0 0 CLAUDIA RICHTER MD DIRECTOR 1.00 X 0 0 0 PETER ROBERTS DIRECTOR 1.00 X 0 0 0 COLIN VAN DYKE DIRECTOR, VICE CHAIR 1.00 X X 0 0 0 KATHLEEN VIEWEG DIRECTOR 1.00 X 0 0 0 PETER A WILSON DIRECTOR, TREASURER 1.00 X X 0 0 0 JOHN LINEHAN PRESIDENT & CEO 40.00 X 135893 0 29381 ROBERT GEORGE VP OF ADMINISTRATION 40.00 X 111320 0 28668 MARSHALL JUDGES VP OF OPERATIONS 40.00 X 116180 0 4558 CYNTHIA MEAD VP OF OUTREACH 40.00 X 113964 0 12313 DAVID CARON VP - DEVELOPMENT 40.00 X 72154 0 1633 CAROLYN VAUGHAN VP - DEVELOPMENT 40.00 X 83846 0 0 633357 0 76553 4 0 1 0 0 1108 1628966 7000000 4940705 505913 13570779 ZOO ADMISSIONS 900099 3420064 3420064 MISCELLANEOUS PROGRAMS 900099 740392 740392 4160456 11203 11203 168382 156997 11385 11385 11385 672990 160376 512614 512614 CONCESSION INCOME 900099 291702 291702 291702 18558139 4160456 0 826904 97210 97210 709909 287778 303906 118225 6204177 5382718 693580 127879 118562 97725 16537 4300 1210233 997534 168805 43894 530479 437247 73992 19240 49675 49675 571386 571386 71256 36293 22245 12718 1396700 1396700 24375 18223 5125 1027 1140382 1123504 13799 3079 247459 128690 118769 ANIMAL FEED 449009 449009 REPAIRS & MAINTENANCE 438460 435712 2748 SPECIAL EVENTS 372951 364010 8941 0 SUPPLIES 277757 247465 24228 6064 1401286 689058 449452 262776 15311266 12760262 1951802 599202 1099884 1529924 4773099 3542826 350539 1077023 137251 115237 67548 53360 193885 222802 30653712 15361017 12815420 15292695 64302 73966 3424284 5170560 22926212 27078393 2045043 3058636 48919 98298 0 189984 2093962 3346918 X 18444146 21716354 2388104 2015121 20832250 23731475 22926212 27078393 X 3246873 -347648 X 0 1 X 1 0 X 9143276 8585723 11938350 12084655 13570779 55322783 9143276 8585723 11938350 12084655 13570779 55322783 782910 54539873 3641 3806 5584 9426 11203 33660 301036 243040 242118 250147 291702 1328043 56684486 22752887 0.96220 0.97480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 16836 0 0 16836 0 PART II-B, LINE 1: CERTAIN EMPLOYEES MAY SEEK OUT LEGISLATORS TO SECURE FUTURE FUNDING FOR THE ZOOS. LOBBYING EXPENSES LISTED ABOVE CONSIST OF THOSE EMPLOYEES SALARIES OTHER RELEVANT EXPENSES ATTRIBUTABLE TO LOBBYING. 25613030 11712867 13900163 4854995 3648150 1206845 185687 185687 15292695 STATE APPROPRIATIONS RECEIVABLE 1073320 SERVICE CONCESSION AGREEMENT 4097240 5170560 DEFERRED INFLOWS OF RESOURCES 189984 189984 X 19046425 327910 160376 488286 18558139 0 18558139 16147200 327910 508024 835934 15311266 0 15311266 PART X, LINE 2: THE ZOO ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ZOO HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE ZOO HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ZOO IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 160,376. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 160,376. PRIOR YEAR ADJUSTMENTS 347,648. ZOOTOPIA 455490 455490 117972 BREW AT THE ZOO 145553 145553 29675 1 71947 71947 12729 672990 672990 160376 160376 512614 1 SMITHSONIAN INSTITUTION 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 530206027 501(C)(3) 15000 CONSERVATION/WILD LIFE ASSOCIATION OF ZOO & AQUARIUMS 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 209103314 550526930 501(C)(3) 8000 CONSERVATION/WILD LIFE CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 223010496 311726923 501(C)(3) 13488 CONSERVATION/WILD LIFE CHELONIAN CONSERVATION FUND 1 BROAD STREET CHATTANOOGA TN 37402 581837154 501(C)(3) 6855 CONSERVATION/WILD LIFE COUGAR NETWORK 75 WHITE AVE CONCORD MA 01742 743110900 501(C)(3) 9212 CONSERVATION/WILD LIFE JANE GOODALL INSTITUTE 1595 SPRING HILL ROAD STE 550 VIENNA VA 22182 942474731 501(C)(3) 5593 CONSERVATION/WILD LIFE PANTHERA 8 WEST 40 STREET 18TH FLOOR NEW YORK NY 10018 204668756 501(C)(3) 8996 CONSERVATION/WILD LIFE RED PANDA NETWORK 1859 POWELL STREET STE 100 SAN FRANCISO CA 94133 261103671 501(C)(3) 8550 CONSERVATION/WILD LIFE WILD ENTRUST INTERNATIONAL 1919 E LAKE SAMMISH PLSE SAMMISH WA 98075 711011900 501(C)(3) 8910 CONSERVATION/WILD LIFE 9 0 PART I, LINE 2: PROGRESS REPORTS, INCLUDING FINANCIAL REPORTS, ARE DUE FROM THE GRANTEE ON SET DATES. X 0 0 0 0 0 0 0 0 0 JOHN LINEHAN PRESIDENT & CEO 135893 0 0 0 0 0 4227 0 25154 0 165274 0 0 0 X 9 327910 FAIR MARKET VALUE X MATERIAL 242 178003 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. 990, PART I, LINE 5 AND 990, PART V, LINE 2A: OUT OF THE 304, 193 ARE REGULAR AND PART-TIME ONGOING EMPLOYEES AND THE REST, 111 EMPLOYEES, REPRESENT TURNOVER IN TERMS OF NEW HIRES, TERMINATIONS, AND SEASONAL EMPLOYEES HIRED DURING THE COURSE OF THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER RECEIVES A DRAFT COPY OF THE COMPLETED 990 FOR THEIR REVIEW AND AGREEMENT, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AS THE FISCAL YEAR DRAWS TO AN END, THE DIRECTOR OF FINANCE TYPICALLY SENDS AN EMAIL OUT TO ALL MANAGERS, DIRECTORS, PRESIDENTS AND VICE PRESIDENTS REQUESTING THEM TO DISCLOSE THEIR RELATED PARTY ACTIVITIES. UPON THE DISCLOSURES RECEIVED FROM STAFF, THE AUDITORS OF OUR FINANCIAL STATEMENTS ARE NOTIFIED BEFORE THEY COMMENCE THEIR ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 15 THE ADMINISTRATION AND FINANCE COMMITTEE OF THE BOARD QUANTIFIES THE EXTENT OF SALARY AND OTHER COMPENSATORY AMOUNTS BASED ON MARKET NORMS, THE RELEVANT DUTIES TO BE CARRIED OUT AND THE ORGANIZATION'S AFFORDABLITIY. FORM 990, PART VI, SECTION C, LINE 19 ZNE PREPARES AND DISTRIBUTES AN ANNUAL REPORT WHICH CONTAINS FINANCIAL AND PROGRAMAMATIC DETAILS. THE PUBLIC COULD REQUEST A COPY. THE FORM 990, MA PC AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. ZNE DOES NOT MAKE IT'S CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. IN ADDITION, VARIOUS OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE OFFICIAL WEBSITE OF THE SECRETARY OF STATE OF MASSACHUSETTS AT: WWW.CORP.SEC.STATE.MA.US/CORP/CORPSEARCH/CORPSEARCHINPUT.ASP FORM 990, PART XI, LINE 9: PRIOR YEAR ADJUSTMENT -347,648.