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THE ORGANIZATION IS EXEMPT UNDER SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31744085 591527 2845762 1009000 34172374 33353566 227357 -1289160 547678 31744085 21163780 232030 679036 22074846 20186301 823815 153664 21163780 19903159 209639 73503 20186301 0.00000 0.61000 0.39000 false false 612326 612326 113917055 69039885 44877170 24520065 16301084 8218981 14600717 8397910 6202807 5194285 2114076 3080209 62991493 ALTERNATIVE INVESTMENTS 8571835 F 8571835 INTEREST IN PERPETUAL TRUSTS 1503128 INTEREST IN CHAR REM TRUSTS 14988843 16491971 0 ANNUITIES PAYABLE 1330 CAPITAL LEASE PAYABLE 212152 213482 33080961 1983871 2400754 4384625 28696336 102368 102368 28798704 33094406 975696 975696 32118710 102368 102368 32221078 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUND: 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 $730,818 RENTAL EXPENSE $244,878 CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $1,425,058 TOTAL $2,400,754 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES: FUNDRAISING EVENT EXPENSE $730,818 RENTAL EXPENSE $244,878 TOTAL $975,696 true North America Grantmaking 56535 Europe (Including Iceland and Greenland) Grantmaking 325000 Central America and the Caribbean Grantmaking 20000 East Asia and the Pacific Grantmaking 11300 Central America and the Caribbean Investments 1014220 1427055 1427055 North America RESEARCH AND SUPPORT 56536 CHECK Europe (Including Iceland and Greenland) RESEARCH PROJECT 60000 WIRE Europe (Including Iceland and Greenland) CONSERVATION PROJECT 15000 WIRE Central America and the Caribbean CONSERVATION SUPPORT 20000 WIRE East Asia and the Pacific CONSERVATION SUPPORT 11300 WIRE 5 0 CONSERVATION Europe (Including Iceland and Greenland) 1 250000 WIRE 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. 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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 2138019 1452135 685884 119884 17600 413799 WINE AUCTION 271868 32825 239043 36315 37784 800 61511 1 87783 38423 49360 16600 4760 21765 2497670 1523383 974287 36315 174268 23160 497075 730818 243469 true WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX NY 10460 131740011 501(C)(3) 70000 TARANGIRE ELEPHANT CONSERVATION INTERNATIONAL ELEPHANT FOUNDATION PO BOX 366 AZLE TX 76098 752815706 501(C)(3) 10000 ELEPHANT CONSERVATION LINCOLN PARK ZOOLOGICAL SOCIETY 2001 N CLARK ST CHICAGO IL 60614 362512404 501(C)(3) 25000 GOUALOUGO TRIANGLE APE ASSOCIATION OF ZOOS AND AQUARIUMS PO BOX 79863 BALTIMORE MD 21279 550526930 501(C)(3) 30000 CONSERVATION SUPPORT CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 311726923 501(C)(3) 8208 CHEETAH CONSERVATION 5 0 CONSERVATION 4 40000 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. X X true true false false false false false false false MICHAEL CROWTHER PRESIDENT AND CEO 273395 0 0 0 1980 0 81250 0 21584 0 378209 0 0 0 ROBERT SHUMAKER ZOO DIRECTOR 169003 0 0 0 690 0 25546 0 21584 0 216823 0 0 0 MADONNA WAGNER VP OF FINANCE & CFO 140709 0 0 0 387 0 6562 0 9260 0 156918 0 0 0 KAREN BURNS EVP OF EXTERNAL RELATIONS 191358 0 0 0 1290 0 27725 0 16552 0 236925 0 0 0 PAUL GRAYSON EVP 202686 0 0 0 3810 0 27916 0 9344 0 243756 0 0 0 NORAH FLETCHALL COO 170199 0 0 0 688 0 21725 0 9344 0 201956 0 0 0 MARY JANE BENNETT VP OF HR AND SAFETY & SECURITY 140032 0 0 0 1082 0 17691 0 9219 0 168024 0 0 0 JEFFREY PROUDFOOT VP OF VETERINARY SERVICES 128281 0 0 0 1030 0 4437 0 16386 0 150134 0 0 0 SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS: ADDITIONAL DETAILS REGARDING SEVERANCE PAYMENTS ARE AVAILABLE UPON REQUEST. 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 $117,500 AND $128,500 FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, RESPECTIVELY. A LIABILITY HAS BEEN RECORDED IN THE AMOUNT OF $909,248 AND $791,748, RESPECTIVELY, AS OF DECEMBER 31, 2016 AND 2015. 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 $13,250 ROBERT SHUMAKER $8,546 MADONNA WAGNER $6,562 KAREN BURNS $9,725 PAUL GRAYSON $10,416 NORAH FLETCHALL $7,725 MARY JANE BENNETT $6,691 JEFFREY PROUDFOOT $4,437 MICHAEL BOSWAY CHAIRMAN OF THE BOARD 393457 STOCK CLEARING/INSURANCE false SCHEDULE L, PART IV, LINE 1 BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: MR. BOSWAY IS AN OFFICER AT CITY FINANCIAL CORPORATION, WHICH IS A PRIVATELY HELD COMPANY. IN THE ORDINARY COURSE OF BUSINESS, INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. UTILIZES THE SERVICES OF CITY FINANCIAL AND/OR CITY SECURITIES, WHICH ACTS AS A BROKER TO SELL DONATED SECURITIES AND TO PURCHASE LIABILITY INSURANCE. THE PREMIUMS OF THE LIABILITY INSURANCE POLICIES PURCHASED THROUGH CITY SECURITIES TOTAL $393,457. X 22 119313 MARKET VALUE X 1 109000 MARKET VALUE X WINE/BEER/LIQOUR/BEVERAGES 121 174300 MARKET VALUE X EQUIPMENT 2 21509 MARKET VALUE X TREATS AND PUMPKINS 1 10682 MARKET VALUE X HAND SANITIZER 1 9000 MARKET VALUE X ORANGUTAN STORE 1 24264 MARKET VALUE 3 false true true Part I, Line 32B THIRD PARTY TO SELL NONCASH CONTRIBUTIONS: CITY SECURITIES IS USED TO SELL PUBLICLY TRADED STOCK THAT IS GIVEN AS DONATIONS. 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, LINES 15A AND 15B COMPENSATION REVIEW & APPROVAL PROCESS FOR OFFICERS & KEY EMPLOYEES: COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION OF THE CEO, CFO, DEPUTY DIRECTOR, VP'S, AND SVP'S. THE LAST ANNUAL REVIEW WAS PERFORMED BY THE VP OF HUMAN RESOURCES IN NOVEMBER OF 2016. 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 $1,425,058 WATERFRONT DRIVE LLC 1200 WEST WASHINGTON STREET INDIANAPOLIS IN 46222 PROPERTY MGMT IN 0 109000 INDPLS ZOO