2017-11-09T17:35:14-06:00 2016-12-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2016-01-01 942861667 SACRAMENTO ZOOLOGICAL SOCIETY SACR 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 ROBERT CHURCHILL INTERIM CEO 9168082684 2017-11-08 1 LINDA D GEERY P00364484 9166466464 2017-11-08 50.250.160.149 2017-11-08 11:44:58 PS P 531561C9A48E78CC5240563DDB434820460B633A 962B855E561A0AFB262DC5A8175032534862AC17 2016 2017-02-10 21:41:12Z ROBERT CHURCHILL 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 10046597 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 21 142 1508 0 0 1545031 1352638 4957578 4971275 311075 200052 808699 842862 7622383 7366827 105455 129430 0 0 3809589 4195884 11787 0 335521 2470314 2902488 6397145 7227802 1225238 139025 14487163 14999602 729969 984674 13757194 14014928 X THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 0 0 3441783 3131816 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 580 ANIMALS REPRESENTING 128 SPECIES. OF THAT NUMBER, 76 SPECIES ARE IN DANGER OF GOING EXTINCT (LISTED AS CRITICALLY ENDANGERED, ENDANGERED OR VULNERABLE). OF THE SPECIES HOUSED AT THE ZOO, 56 ARE MANAGED COOPERATIVELY AS PART OF THE ZOO'S PARTICIPATION IN PROGRAMS OF THE ASSOCIATION OF ZOOS AND AQUARIUMS.NEW ANIMAL FACES THIS YEAR INCLUDE INFANTS FROM NUMEROUS SPECIES BORN AT THE ZOO- WOLF'S GUENON, MONGOOSE LEMUR, RED RIVER HOGS, BURROWING OWL CHICKS, CRESTED GUINEA FOWL, THICK-BILLED PARROTS, WESTERN POND TURTLES AND A MASAI GIRAFFE CALF. STAFF HAPPILY GREETED EACH NEW ARRIVAL AND VISITORS WERE OVERJOYED OBSERVING THE YOUNGSTERS WITH THEIR PARENTS. THE ZOO WAS ALSO PLEASED TO WELCOME TWO BEAUTIFUL EASTERN BONGO ANTELOPE.THE SACRAMENTO ZOO VETERINARY DEPARTMENT PROVIDES LIFELONG COMPASSIONATE CARE TO OUR ANIMALS. VETERINARIAN 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. WE CONDUCT ROUTINE CHECKUPS THAT INCLUDE COMPREHENSIVE PHYSICAL, DENTAL AND OPHTHALMOLOGIC (EYE) EXAMS, ECHOCARDIOGRAPHIC EXAM, RADIOGRAPHS AND ROUTINE LAB WORK. AS ANIMALS AGE, WE MANAGE ANY CHRONIC HEALTH PROBLEMS SUCH AS ARTHRITIS WITH A VARIETY OF METHODS SUCH AS MODIFYING EXHIBITS TO PROMOTE MOBILITY, NUTRITIONAL SUPPLEMENTS, AND ANALGESIC MEDICATIONS WHEN NEEDED. THE ZOO'S PARTNERSHIP WITH THE UC DAVIS SCHOOL OF VETERINARY MEDICINE BRINGS WORLD-RENOWNED SPECIALISTS WITH A WEALTH OF KNOWLEDGE TO THE ZOO'S DR. MURRAY E. FOWLER VETERINARY HOSPITAL. 1241484 1496143 MEMBERSHIP AND VISITOR SERVICES - A TREASURED SACRAMENTO AMENITY, OVER A HALF MILLION PEOPLE FLOCK TO THE ZOO EVERY YEAR. IN 2016, 532,322 VISITORS SPENT TIME WITH FAMILY AND FRIENDS CONNECTING WITH WILDLIFE AND NATURE ON THE ZOO'S TREE-LINED CAMPUS. AN ADDITIONAL 24,828 INDIVIDUALS ATTENDED ON-SITE SPECIAL EVENTS. GUEST LOVED THE INTRODUCTION OF NEW EVENTS LIKE STAR WARS DAY AND A REVITALIZED BOO AT THE ZOO. OTHER SPECIAL EVENTS INCLUDING WINE & BREW AT THE ZOO, ICE CREAM SAFARI, AND WILD AFFAIR WERE REMAINED POPULAR. THE BRAVEST ZOO VISITORS WERE ABLE TO EXPERIENCE THE EXCITING KILIMANJARO CLIMB, OUR NEW ROCK CLIMBING WALL. THE LESS ADVENTUROUS WERE ABLE TO ENJOY OUR CONSERVATION CAROUSEL, OUR ZOO TRAIN, AND OUR GIRAFFE FEEDING ENCOUNTER. 1475713 129430 343316 EDUCATION AND SUSTAINABILITY - THE SACRAMENTO ZOO HAS AN EXTENSIVE SELECTION OF EDUCATIONAL EXPERIENCES FOR CHILDREN AND ADULTS. AS AN EDUCATIONAL INSTITUTION, THE SACRAMENTO ZOO FOLLOWS THE CALIFORNIA STATE BOARD OF EDUCATION SCIENCE CONTENT STANDARDS THROUGH A VARIETY OF PROGRAMS. EACH YEAR, CHILDREN FROM A 24-COUNTY REGION VISIT THE ZOO ON ORGANIZED SCHOOL FIELD TRIPS. IN MANY INSTANCES, A VISIT TO THE ZOO IS THE ONLY OPPORTUNITY A CHILD MAY HAVE TO SEE A SNOW LEOPARD OR SUMATRAN ORANGUTAN. IN 2016, THE SACRAMENTO ZOO CONTRIBUTED ALMOST $150,000 TO OVER 40 WILDLIFE CONSERVATION EFFORTS LOCALLY AND GLOBALLY. A VARIETY OF PROGRAMS RECEIVED FINANCIAL AND IN-KIND SUPPORT FOR ACTIVITIES THAT INCLUDED MONITORING SPECIES AND THEIR HABITATS, AIDING IN MEDICAL CARE FOR INJURED ANIMALS AND WORKING WITH COMMUNITIES TO PROTECT NATIVE SPECIES. QUARTERS FOR CONSERVATION WISHING WELLS GIVE ZOO VISITORS THE OPPORTUNITY TO VOTE FOR FEATURED PROGRAMS. THIS YEAR HIGHLIGHTED BORNEO SMALL WILD CAT, GREATER SANDHILL CRANE, AND SOUTHERN AFRICAN VULTURE CONSERVATION GROUPS. QUARTERS FOR CONSERVATION IS A GREAT EXAMPLE OF THE SACRAMENTO COMMUNITY WORKING HAND IN HAND WITH THE ZOO TO MAKE A GLOBAL IMPACT.WITH AN EYE TO INCREASING THE ZOO'S SUSTAINABLE PRACTICES, "GREEN TEAM" STAFF WORKED TO REDUCE TRASH AND DIVERT FOOD WASTE OUT OF THE LANDFILL. WITH OUR PARTNER ATLAS DISPOSAL AND THEIR REFUEL PROGRAM, STATIONS WERE SET UP TO SORT TRASH, RECYCLING AND FOOD WASTE, DIVERTING THOUSANDS OF POUNDS OF FOOD WASTE AND COMPOST FROM THE LANDFILL EVERY MONTH. 6158980 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 12 0 1 142 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 KEVIN BARRI 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 FRAN BOLAND TRUSTEE 0.50 X 0 0 0 MICHAEL BROUGHTON TRUSTEE 0.50 X 0 0 0 NANCY COLE TRUSTEE 0.50 X 0 0 0 JEFFREY DORSO 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 JOHN OTTO 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 JILL TRAINER PHD 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 JASON RUSSELL CPA TRUSTEE 0.50 X 0 0 0 JENNIFER NEAL TRUSTEE 0.50 X 0 0 0 DR JANICE DOUCET THOMPSON TRUSTEE 0.50 X 0 0 0 KYLE BURKS DIRECTOR/CEO 45.00 X X 160062 0 15238 ROBERT CHURCHILL CFO 45.00 X 94175 0 0 254237 0 15238 1 0 1 0 REGENTS OF UC DAVIS PO BOX 989062 WEST SACRAMENTO CA 95796 REIMBURSED PERSONNEL COSTS 168325 1 50053 449130 853455 62049 1352638 GATE ADMISSIONS 900099 3131816 3131816 MEMBERSHIP DUES 900099 961566 961566 VISITOR SERVICES 900099 534577 534577 EDUCATION 900099 343316 343316 4971275 155028 155028 57536 0 57536 57536 57536 2559911 2514887 45024 45024 45024 329994 50053 164883 165111 165111 CONCESSIONS 900099 620215 620215 620215 7366827 4971275 0 1042914 100210 100210 29220 29220 269475 230671 23362 15442 3344306 2862728 289938 191640 55013 47092 4769 3152 294627 252201 25543 16883 232463 198988 20154 13321 31400 31400 34443 34443 185337 182851 2000 486 225207 178493 308 46406 437598 259797 170570 7231 157522 141201 16321 690803 646319 38336 6148 69090 49230 18891 969 17021 493 16528 406256 400961 5295 210055 188198 13636 8221 SUPPLIES 389804 365145 0 24659 DUES AND SUBSCRIPTIONS 33924 17612 16097 215 14028 7570 5710 748 7227802 6158980 733301 335521 2802038 1977050 676535 1244175 55234 67197 10000 10000 59279 71587 10411773 4188815 6018265 6222958 4191346 4721098 674466 685537 14487163 14999602 365907 547670 364062 437004 729969 984674 X 8596803 8572754 1958517 2239282 3201874 3202892 13757194 14014928 14487163 14999602 X 139025 107638 11071 X X 0 1 X 1 0 X 1269105 1190712 1501333 1545031 1352638 6858819 4108846 4521323 4248550 4957578 4971275 22807572 793653 910213 927601 951951 950209 4533627 6171604 6622248 6677484 7454560 7274122 34200018 11040 6690 12280 12363 42373 0 11040 6690 12280 12363 42373 34157645 153959 213283 195417 264738 212564 1039961 153959 213283 195417 264738 212564 1039961 6325563 6835531 6872901 7719298 7486686 35239979 0.96930 0.92180 0.02950 0.02630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4141283 304993 25639 34443 4386194 4254723 -78872 34568 4141283 4044362 244465 34104 4254723 3610207 465474 31319 4044362 3292770 340521 23084 3610207 1.00000 0 0 10411773 4188815 6222958 6222958 7467274 107638 16181 11071 134890 7332384 34443 34443 7366827 7209540 16181 16181 7193359 34443 34443 7227802 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 11,071. 1 EUROPE 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 1500 SUB SAHARAN AFRICAN 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 22720 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 1000 SOUTH ASIA 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 4000 0 0 0 0 0 0 29220 0 29220 0 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. WILD AFFAIR 165365 40855 124510 19021 22619 50691 BOO AT THE ZOO 84847 5000 79847 504 191 28125 6 129835 4198 125637 21749 1100 20883 380047 50053 329994 41274 23910 99699 164883 165111 1 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94109 300108469 501(C)(3) 7500 CONSERVATION AUDOBON CALIFORNIA 400 CAPITOL MALL SUITE 1535 SACRAMENTO CA 95814 941615830 501(C)(3) 9450 CONSERVATION INSTITUTO DE PESQUISAS ECOLOGICAS 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 501(C)(3) 9450 CONSERVATION WILD NATURE INSTITUTE PO BOX 44 WEAVERVILLE NC 28787 501(C)(3) 10000 CONSERVATION SNOW LEOPARD CONSERVANCY 18030 COMSTOCK AVENUE SONOMA CA 95476 611614981 501(C)(3) 16100 CONSERVATION GREEN INCUBATOR 8867 BLUFF LANE FAIR OAKS CA 95628 680143852 501(C)(3) 5000 CONSERVATION THE SMALL WILD CAT CONSERVATION FOUNDATION 356 FREEMAN STREET HARTFORD CT 06106 261368021 501(C)(3) 5000 CONSERVATION 7 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 X 0 0 0 0 0 0 0 0 0 KYLE BURKS DIRECTOR/CEO 160062 0 0 0 0 0 8003 0 7235 0 175300 0 0 0 X 11760 FMV X 34567 FMV X FURNITURE 2 6510 FMV X GIFT CERTIFICATES, ETC 23 5356 FMV X FOOD/WINE 31 3856 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 BOARD COMMITTEES INCLUDING AN EXECUTIVE COMMITTEE, EACH CONSISTING OF TWO OR MORE TRUSTEES, AND NO ONE WHO IS NOT A DIRECTOR, 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 A DRAFT OF THE 990 WILL BE CIRCULATED AS A PDF TO ALL BOARD MEMBERS, WITH AN EMAIL CALLING THEIR ATTENTION TO PORTIONS OF THE FORM MOST LIKELY TO BE READ BY THE PUBLIC AND FUNDERS ON GUIDESTAR. COMMENTS AND CORRECTIONS WERE STRONGLY ENCOURAGED. 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 11,071. 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.