DALLAS ZOOLOGICAL SOCIETY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DALLAS ZOOLOGICAL SOCIETY (EIN 75-0964982)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-05-12
- IRS object ID
- 201741329349305479
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T14:50:40-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750964982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS ZOOLOGICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DALL | BusinessNameControlTxt |
| Phone | 4695547400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH R L THORNTON FREEWAY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752032996 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAYLE ANDERSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4695547400 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A YOUNGBLOOD CPA | PreparerPersonNm |
| PTIN | P00047431 | PTIN |
| Phone | 2148717500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GAYLE ANDERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH R L THORNTON FREEWAY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752032996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,970,242 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DALLASZOO.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,941,898 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,431,551 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $55,356 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,356 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $356 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,473 | PYOtherRevenueAmt |
| CY Other Revenue | $54,615 | CYOtherRevenueAmt |
| PY Total Revenue | $7,045,727 | PYTotalRevenueAmt |
| CY Total Revenue | $10,536,878 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $464,771 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,356,599 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,740,861 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,983,757 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $59,730 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $112,851 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $694,425 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,410,461 | PYOtherExpensesAmt |
| CY Other Expenses | $9,950,582 | CYOtherExpensesAmt |
| PY Total Expenses | $5,675,823 | PYTotalExpensesAmt |
| CY Total Expenses | $14,403,789 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,369,904 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,866,911 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,890,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,623,360 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,557,873 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,157,767 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,332,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,465,593 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUPPORT OF THE DALLAS ZOO AS AN OUTSTANDING CENTER OF EDUCATION,ENTERTAINMENT AND WILDLIFE CONSERVATION THROUGH FUNDRAISING,VOLUNTEERISM, PROMOTING PUBLIC AWARENESS AND PARTICIPATION, ANDENHANCING THE VISITOR EXPERIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,959,576 | ExpenseAmt |
| Grant | $2,356,599 | GrantAmt |
| Desc | DALLAS ZOO GENERAL SUPPORT - THIS PROGRAM SERVICE ACTIVITYINCLUDES SUPPORT OF SPECIFIC ZOO PROJECTS, INCLUDING CONSTRUCTION OFHIPPO OUTPOST, EXPANSION OF THE ELEPHANT BARN, DESIGN OF THE NEW EDUCATION COMPLEX, DESIGN OF ZOO EXPANSIONS, AND GRANTS TO DALLAS ZOO MANAGEMENT, INC. FOR SUPPORT OF ZOO OPERATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,252,466 | ExpenseAmt |
| Revenue | $50,356 | RevenueAmt |
| Desc | MARKETING EXPENDITURES TO SUPPORT THE DALLAS ZOO. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,088,900 | ExpenseAmt |
| Revenue | $133,060 | RevenueAmt |
| Desc | MEMBERSHIP ACTIVITIES - DALLAS ZOO EXPENDITURES RELATED TO MAINTAINING 25,550 MEMBERSHIPS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $289,696 | ExpenseAmt |
| Revenue | $137,043 | RevenueAmt |
| Desc | OTHER PROGRAM ACTIVITIES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $289,696 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $137,043 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,590,638 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA CHRIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4695547400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH RL THORNTON FWY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J ALCORN | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS F ALLEN JR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE ANDERSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BURR ALTABEF | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA DASEKE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY DEASON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JESUS H DELGADO-JENKINS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE BRIERLEY | |||||||||
| VICE CHAIRMAN | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LANE BRITAIN | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT ELLINGTON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PEYTON COOK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY CORRIGAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN DRAYER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN H DURHAM | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KARA GOSS | |||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RUBEN E ESQUIVEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOIS FINKELMAN | |||||||||
| VICE CHAIRMAN | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARTHA D FORDYCE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA Y GUILLORY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN MACKENZIE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DENISE GLAZER | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NEVIN GRINNELL | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| G MICHAEL GRUBER | |||||||||
| IMMEDIATE PAST CHAIRMAN | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CINDY M GUMMER | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN R HANRAHAN | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK S WALSH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD 0 KOPF | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN I LEVY | |||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VERONICA S LEWIS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J CHRISTOPHER LUNA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY MILLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAWN MOORE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH O'DONNELL MUTCH | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN B L PENROSE | |||||||||
| TREASURER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DOUGLAS E RABE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| M BRAD REJEBIAN | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DARREL A RICE | |||||||||
| DIRECTOR/ GENERAL COUNSEL | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RODOLFO RODRIGUEZ JR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN A SHIPLEY | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS H STEWART | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATTY STONE | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN STUART PHD | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAYLA VON EHR | |||||||||
| VICE CHAIRMAN/ SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOAN WALNE | |||||||||
| CHAIRMAN | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ELLEN WINSPEAR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY WOJTASTEK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARTER WOOD | |||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGGORY HUDSON | |||||||||
| PRESIDENT & CEO | 25.00 | 25.00 | Yes (X) | $0 | $360,930 | $13,043 | Yes (X) | ||
| WILLIAM L EVANS UNTIL 22816 | |||||||||
| CFO,VP-FIN & ADM./SPECIAL CSL -SCH O | 10.00 | 40.00 | Yes (X) | $0 | $175,386 | $13,613 | Yes (X) | ||
| GAYLE ANDERSON FROM 22916 | |||||||||
| CFO & VP, FINANCE & ADMIN.-SEE SCH O | 15.00 | 35.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LACEY LAPOINTE | |||||||||
| VP OF ADVANCEMENT | 40.00 | 5.00 | $0 | $208,034 | $19,794 | Yes (X) | |||
| BARBARA CHRIST | |||||||||
| SENIOR DIRECTOR OF FINANCIAL SERVICE | 35.00 | 15.00 | $0 | $112,456 | $8,909 | Yes (X) | |||
| KAREN HAMILTON | |||||||||
| ASSOCIATE VP OF ADVANCEMENT | 40.00 | 4.00 | $0 | $133,287 | $10,140 | Yes (X) | |||
| LAURIE HOLLOWAY | |||||||||
| DIRECTOR OF MARKETING/COMMUNICATIONS | 40.00 | 10.00 | $0 | $102,007 | $9,921 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,092,100 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,420 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLR DESIGN | |||||
| 833 CHESTNUT STREET STE 1000 | PHILADELPHIA | PA | 19107 | ARCHITECTURAL EXHIBIT DESIGN | $594,254 |
| SCHULTZ & WILLIAMS INC | |||||
| 325 CHESTNUT ST700 | PHILADELPHIA | PA | 19106 | FUNDRAISING CONSULTING | $245,827 |
| ALCHEMY AT AMS | |||||
| 16986 NORTH DALLAS PKWY | DALLAS | TX | 75248 | MKTG. & MEMBERSHIP CONSULTING | $242,182 |
| DILLON CONSTRUCTION | |||||
| 227 NE LOOP 820 SUITE 161 | HURST | TX | 76053 | CONSTRUCTION SERVICES | $181,617 |
| DINI PARTNERS | |||||
| 2727 ALLEN PRKWY STE 1650 | HOUSTON | TX | 77019 | CAPITAL CAMPAIGN CONSULTING | $128,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Membership Dues | $3,280,882 | MembershipDuesAmt |
| Fundraising | $906,922 | FundraisingAmt |
| All Other Contributions | $6,243,747 | AllOtherContributionsAmt |
| Noncash Contributions | $976,414 | NoncashContributionsAmt |
| Total Contributions | $10,431,551 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETING REVENUE | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $50,356 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,356 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,356 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $356 | TotalRevenueColumnAmt |
| Exclusion | $356 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,500 | TotalRevenueColumnAmt |
| Exclusion | $36,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $168,976 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $906,922 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $425,824 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$256,848 | TotalRevenueColumnAmt |
| Exclusion | -$256,848 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $12,400 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $7,540 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,860 | TotalRevenueColumnAmt |
| Exclusion | $4,860 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBER DISCOUNT TICKETS | 713990 | $133,060 | $133,060 |
| CITY PASS REVENUE | 900099 | $108,438 | $108,438 |
| MISCELLANEOUS INCOME | 900099 | $28,605 | $28,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $270,103 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,536,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $320,459 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$215,132 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,356,599 | TotalAmt |
| Program Services | $2,356,599 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,198 | TotalAmt |
| Management And General | $223,045 | ManagementAndGeneralAmt |
| Fundraising | $243,153 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,836 | TotalAmt |
| Program Services | $1,041,241 | ProgramServicesAmt |
| Management And General | $93,898 | ManagementAndGeneralAmt |
| Fundraising | $68,697 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,914 | TotalAmt |
| Management And General | $33,914 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,357 | TotalAmt |
| Program Services | $105,579 | ProgramServicesAmt |
| Management And General | $27,284 | ManagementAndGeneralAmt |
| Fundraising | $29,494 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,452 | TotalAmt |
| Program Services | $70,080 | ProgramServicesAmt |
| Management And General | $27,349 | ManagementAndGeneralAmt |
| Fundraising | $20,023 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284 | TotalAmt |
| Management And General | $284 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,161 | TotalAmt |
| Management And General | $47,161 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,851 | TotalAmt |
| Fundraising | $112,851 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,884 | TotalAmt |
| Program Services | $148,615 | ProgramServicesAmt |
| Management And General | $1,269 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,983 | TotalAmt |
| Program Services | $421,855 | ProgramServicesAmt |
| Management And General | $1,128 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,959 | TotalAmt |
| Program Services | $102,581 | ProgramServicesAmt |
| Management And General | $20,735 | ManagementAndGeneralAmt |
| Fundraising | $9,643 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,347 | TotalAmt |
| Program Services | $17,461 | ProgramServicesAmt |
| Management And General | $6,886 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,085 | TotalAmt |
| Management And General | $7,085 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,747 | TotalAmt |
| Program Services | $4,447 | ProgramServicesAmt |
| Management And General | $7,541 | ManagementAndGeneralAmt |
| Fundraising | $38,759 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,799 | TotalAmt |
| Program Services | $12,780 | ProgramServicesAmt |
| Management And General | $36,019 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,833 | TotalAmt |
| Management And General | $7,833 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,919 | TotalAmt |
| Program Services | $6,259 | ProgramServicesAmt |
| Management And General | $114,963 | ManagementAndGeneralAmt |
| Fundraising | $697 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,498 | TotalAmt |
| Management And General | $73,498 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ZOO SUPPORT AND PROJECT | $7,602,977 | $7,602,977 | ||
| MISCELLANEOUS EXPENSES | $656,153 | $134,631 | $388,834 | $132,688 |
| MEMBERSHIP PROMOTION | $329,894 | $291,474 | $38,420 | |
| OTHER MKTG. ACTIVITIES | $274,059 | $274,059 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,403,789 | TotalAmt |
| Program Services | $12,590,638 | ProgramServicesAmt |
| Management And General | $1,118,726 | ManagementAndGeneralAmt |
| Fundraising | $694,425 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,919,806 | BOYAmt |
| EOY | $2,697,487 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,755,228 | BOYAmt |
| EOY | $4,406,457 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,740,220 | BOYAmt |
| EOY | $3,796,833 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,722 | BOYAmt |
| EOY | $33,019 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,205 | BOYAmt |
| EOY | $279,873 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,955 | BOYAmt |
| EOY | $303,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,547,541 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $441,174 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,223,241 | BOYAmt |
| EOY | $2,106,367 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,890,377 | BOYAmt |
| EOY | $13,623,360 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,841 | BOYAmt |
| EOY | $1,301,210 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,642 | BOYAmt |
| EOY | $1,455,604 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,390 | BOYAmt |
| EOY | $400,953 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,557,873 | BOYAmt |
| EOY | $3,157,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,260,344 | BOYAmt |
| EOY | $5,004,452 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,972,160 | BOYAmt |
| EOY | $5,125,527 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $335,614 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,332,504 | BOYAmt |
| EOY | $10,465,593 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,890,377 | BOYAmt |
| EOY | $13,623,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,866,911 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,492,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,959,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,425,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,941,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,431,551 | CurrentTaxYearAmt |
| Total | $36,250,560 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,492,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,959,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,425,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,941,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,431,551 | CurrentTaxYearAmt |
| Total | $36,250,560 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,127,380 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,123,180 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,911 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,856 | CurrentTaxYearAmt |
| Total | $129,515 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $620,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $372,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $384,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $575,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $451,479 | CurrentTaxYearAmt |
| Total | $2,404,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,784,355 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,527,422 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2011 AMOUNT: $ 355,985. 2012 AMOUNT: $ 182,497. 2013 AMOUNT: $ 178,205. 2014 AMOUNT: $ 240,570. 2015 AMOUNT: $ 270,103. FUNDRAISER REVENUE - 2011 AMOUNT: $ 257,902. 2012 AMOUNT: $ 190,152. 2013 AMOUNT: $ 195,898. 2014 AMOUNT: $ 305,582. 2015 AMOUNT: $ 168,976. RAFFLE REVENUE - 2011 AMOUNT: $ 6,820. 2013 AMOUNT: $ 10,000. 2014 AMOUNT: $ 29,190. 2015 AMOUNT: $ 12,400. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,403,789 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,403,789 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $870,189 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $217,547 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A | FormAndLineReferenceDesc |
| Explanation | LOBBYING ELECTION THE SOCIETY HAS HAD A 501(H) ELECTION IN EFFECT SINCE 1995 BUT DOES NOT CURRENTLY ENGAGE IN LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,000 | BeginningYearBalanceAmt |
| Contributions | $235,614 | ContributionsAmt |
| End Year Balance | $335,614 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $100,000 | ContributionsAmt |
| End Year Balance | $100,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $597,316 | OtherCostOrOtherBasisAmt |
| Book Value | $597,316 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,950,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $441,174 | DepreciationAmt |
| Book Value | $1,509,051 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,106,367 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO DALLAS ZOO MANAGEMENT | Desc |
| Amt | $400,953 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $400,953 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,562,653 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $25,775 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $25,775 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,536,878 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,536,878 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,429,564 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,775 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $25,775 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,403,789 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,403,789 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION INTENDS TO USE THE $100,000 ENDOWMENT FUND TO SUPPORT A NEW HIPPO EXHIBIT AND THE $235,614 ENDOWMENT FUND TO SUPPORT THE SAVANNA EXHIBIT. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE FOLLOWING IS THE TEXT FROM THE FOOTNOTES OF THE SOCIETY'S AUDITED FINANCIAL STATEMENTS: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE (THE "CODE"), EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ADDITION, THE SOCIETY HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE ("IRS") NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. FOR THE YEARS ENDED SEPTEMBER 30, 2016 AND 2015, THE SOCIETY HAD NO NET UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SOCIETY'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS, OR SETTLEMENTS. THE SOCIETY IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE SOCIETY RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. THE SOCIETY'S INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE SOCIETY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO FISCAL YEAR 2013. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTZ & WILLIAMS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 CHESTNUT ST 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SPRING 2016 ACQUISITION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,551,381 | GrossReceiptsAmt |
| Retained By Contractor | $112,851 | RetainedByContractorAmt |
| Net To Organization | $1,438,530 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,551,381 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $112,851 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,438,530 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ZOO TO DO | Event1Nm |
| Gross Receipts Event1 | $1,075,898 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $906,922 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $168,976 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $49,215 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $169,850 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $82,779 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $112,980 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,075,898 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $906,922 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $168,976 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $49,215 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $169,850 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $82,779 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $112,980 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $425,824 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$256,848 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2: | COMPENSATION OF PROFESSIONAL FUNDRAISERS THE SOCIETY CONTRACTS WITH VARIOUS ENTITIES FOR FUNDRAISING CONSULTING SERVICES. CONTRACTS DISTINGUISH BETWEEN FEES, WHICH ARE AGREED UPON IN ADVANCE, AND REIMBURSABLE EXPENSES, WHICH ARE TYPICALLY ESTABLISHED IN A PROJECT BUDGET. FOR THE LARGEST PROFESSIONAL FUNDRAISERS, CONSULTING IS PROVIDED IN ACCORDANCE WITH A STATEMENT OF WORK WHICH SPECIFIES THE PROJECT TERM, BILLING SCHEDULE, AND OTHER SIGNIFICANT TERMS. REIMBURSABLE EXPENSES ARE SPECIFICALLY IDENTIFIED IN THE CONSULTANTS' BILLINGS TO THE SOCIETY AND ARE BASED ON REASONABLE, ACTUAL OUT-OF-POCKET EXPENDITURES ON THE SOCIETY'S BEHALF, SUCH AS TRAVEL, POSTAGE AND DELIVERY, PRINTING, AND TELEPHONE AND FAX CHARGES. THE SOCIETY DID NOT ENTER INTO ANY ARRANGEMENTS WITH FUNDRAISERS UNDER WHICH THE SOCIETY MADE PAYMENTS EXCLUSIVELY FOR EXPENSES. THE FOLLOWING FUNDRAISING EXPENSES WERE REIMBURSED TO PROFESSIONAL FUNDRAISERS LISTED ON SCHEDULE G: SCHULTZ & WILLIAMS $169,780 - POSTAGE, PRINTING & MILEAGE |
| SCHEDULE G, PART II | FUNDRAISING EVENTS THE DALLAS ZOOLOGICAL SOCIETY (DZS) HELD A MAJOR FUNDRAISING AUCTION EVENT DURING THE FISCAL YEAR. THE AUCTION HAD GROSS RECEIPTS OF $1,075,898 AND DIRECT EXPENSES OF $425,824, RESULTING IN A NET PROFIT OF $650,074. PER FORM 990 INSTRUCTIONS, DZS IS REQUIRED TO RECLASS THE CHARITABLE PORTION OF ITS FUNDRAISING GROSS RECEIPTS TO FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1C., AND THEREFORE, THE NET EFFECT OF RECLASSING CONTRIBUTIONS OF $906,922 FROM GROSS RECEIPTS AFFECTS THE PRESENTATION OF THE FUNDRAISING EVENT'S NET PROFIT AMOUNT, SHOWING A NEGATIVE NUMBER WHEN IN ACTUALITY THE FUNDRAISING EVENTS WERE PROFITABLE AND RAISED MONEY FOR THE ZOO. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS ZOO MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH RL THORNTON FWY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 270777846 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $2,356,599 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | ZOO SUPPORT & PROJECTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING USE OF GRANT FUNDS THE SOCIETY TRANSFERRED FUNDS TO DALLAS ZOO MANAGEMENT, INC. ("DZM"), A CONTROLLED ORGANIZATION, FOR USE IN FULFILLING ITS EXEMPT PURPOSE AND FOR SPECIFIC ZOO PROJECTS. THE SOCIETY MONITORS THE USE OF THESE FUNDS THROUGH MONITORING THE PROGRESS OF PROJECTS AND UPDATES ON DZM OPERATIONS BY DZM MANAGEMENT, AND AT THE SOCIETY BOARD MEETINGS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGGORY HUDSON | ||||||||||||||
| PRESIDENT & CEO | $0 | $328,171 | $0 | $32,136 | $0 | $623 | $0 | $0 | $0 | $13,043 | $0 | $373,973 | $0 | $0 |
| WILLIAM L EVANS UNTIL 22816 | ||||||||||||||
| CFO,VP-FIN & ADM./SPECIAL CSL -SCH O | $0 | $158,811 | $0 | $15,952 | $0 | $623 | $0 | $4,346 | $0 | $9,267 | $0 | $188,999 | $0 | $0 |
| LACEY LAPOINTE | ||||||||||||||
| VP OF ADVANCEMENT | $0 | $195,411 | $0 | $12,000 | $0 | $623 | $0 | $6,568 | $0 | $13,226 | $0 | $227,828 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SUPPLEMENTAL INFORMATION REGARDING BENEFITS PROVIDED: -SOCIAL CLUB DUES -BENEFIT IS PROVIDED TO GREGGORY HUDSON, PRESIDENT & CEO -NOT TREATED AS TAXABLE COMPENSATION BENEFIT TO INDIVIDUAL |
| SCHEDULE J, PART II | PLEASE SEE SCHEDULE O DISCLOSURE FOR COMPENSATION REPORTED FOR THESE INDIVIDUALS LISTED IN PART II. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $883,659 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION NON-CASH | 50 | $49,215 | FMV |
| Yes (X) | CATERING | 24 | $36,000 | FMV |
| Yes (X) | RAFFLE NON-CASH | 13 | $7,540 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS AS PERMITTED IN THE INSTRUCTIONS, THE SOCIETY REPORTED THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED, RATHER THAN THE NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | NUMBER OF EMPLOYEES AS OF 10/1/2014 THE ORGANIZATION NO LONGER HAS EMPLOYEES. THE ORGANIZATION'S RELATED ORGANIZATION, DALLAS ZOO MANAGEMENT, INC., BECAME THE EMPLOYER OF PERSONNEL WHO CONTINUES TO SUPPORT THE ORGANIZATION'S OPERATIONS. THUS, THE DALLAS ZOOLOGICAL SOCIETY DOES NOT HAVE EMPLOYEES AND WILL NOT HAVE EMPLOYEES GOING FORWARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | SEE PART VI, SECTION A, LINE 7 FOR EXPLANATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS THE SOCIETY HAS VARIOUS CLASSES OF MEMBERS AS DETERMINED BY THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. EACH MEMBER IS ENTITLED TO ONE VOTE. THE MEMBERS ELECT THE BOARD OF DIRECTORS. THE MEMBERS MAY ALSO ALTER, AMEND, REPEAL THE EXISTING BYLAWS OR ADOPT NEW BYLAWS. THE MEMBERS ARE NOT ENTITLED TO ANY DISTRIBUTION OF ASSETS OR INCOME FROM THE SOCIETY. |
| FORM 990, PART VI, SECTION A, LINE 7B | RATIFICATION OF DECISIONS BY A NON-MEMBER PURSUANT TO THE MANAGEMENT AGREEMENT, THE CITY OF DALLAS HAS THE RIGHT TO PRE-APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE SOCIETY THAT RELATE TO THE PURPOSE PROVISIONS AND DISSOLUTION AND DISTRIBUTION PROVISIONS. THE SOCIETY MAY NOT DISSOLVE OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL OF ITS ASSETS AND MAY NOT MERGE WITH ANOTHER ENTITY DURING THE TERM OF THE MANAGEMENT AGREEMENT. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEW PROCESS THE FORM 990 WAS REVIEWED IN DETAIL AND APPROVED BY THE FINANCE COMMITTEE. A FINAL COPY OF THE FORM 990 WAS MADE AVAILABLE TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT THE CONFLICT OF INTEREST POLICY WAS DISTRIBUTED TO AND APPROVED BY THE BOARD. ANNUALLY, THE BOARD MEMBERS SIGN AND RETURN AN ACKNOWLEDGEMENT OF THE ETHICS POLICY AND CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW PROCESS FOR OFFICERS AND KEY EMPLOYEES THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER OFFICERS IS REVIEWED AND APPROVED BY THE BOARD'S EXECUTIVE COMMITTEE. AN INDEPENDENT COMPARABILITY IS USED AS A REFERENCE TOOL. THE FINAL COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND SIGNED OFF BY THE CHAIRMAN OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, LINES 48 THROUGH 51 AND PART IX, LINE 5 | COMPENSATION FOR OFFICERS AND KEY EMPLOYEE THE OFFICERS (GREGGORY HUDSON, WILLIAM EVANS AND GAYLE ANDERSON) AND KEY EMPLOYEE (LACEY LAPOINTE) LISTED IN PART VII ARE COMPENSATED BY THE ORGANIZATION'S RELATED ORGANIZATION, DALLAS ZOO MANAGEMENT, INC. (DZM). THEIR COMPENSATION IN PART VII REFLECTS THEIR 2015 FORM W-2 FROM DZM. PER A SHARED SERVICES AGREEMENT, A PORTION OF THEIR COMPENSATION IS ALLOCATED TO THE DALLAS ZOOLOGICAL SOCIETY FOR THEIR TIME SPENT DEVOTED TO THE ORGANIZATION'S OPERATIONS. THE ORGANIZATION REIMBURSES DZM FOR THEIR ALLOCATED COMPENSATION, AND PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 5 REFLECTS THIS REIMBURSEMENT OF THEIR ALLOCATED COMPENSATION. |
| FORM 990, PART VII, LINES 49 AND 50 | CHANGE IN MANAGEMENT WILLIAM EVANS WAS THE CFO AND VP OF FINANCE AND ADMINISTRATION FROM 10/1/15 THROUGH 2/28/16. HE TRANSITIONED TO SPECIAL COUNSEL FOR THE ZOO FROM 2/29/16 TO THE PRESENT. GAYLE ANDERSON BECAME CFO AND VP OF FINANCE AND ADMINISTRATION FROM 2/29/16 TO THE PRESENT. FOR PURPOSES OF REPORTING CALENDAR YEAR COMPENSATION FOR PART VII, GAYLE ANDERSON STARTED EMPLOYMENT AT THE ZOO AFTER 12/31/2015 AND DID NOT RECEIVE A 2015 FORM W-2 FROM DZM. |
| PART VIII, LINE 8 | FUNDRAISING EVENTS THE DALLAS ZOOLOGICAL SOCIETY (DZS) HELD A MAJOR FUNDRAISING AUCTION EVENT DURING THE FISCAL YEAR. THE AUCTION HAD GROSS RECEIPTS OF $1,075,898 AND DIRECT EXPENSES OF $425,824, RESULTING IN A NET PROFIT OF $650,074. PER FORM 990 INSTRUCTIONS, DZS IS REQUIRED TO RECLASS THE CHARITABLE PORTION OF ITS FUNDRAISING GROSS RECEIPTS TO FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1C., AND THEREFORE, THE NET EFFECT OF RECLASSING CONTRIBUTIONS OF $906,922 FROM GROSS RECEIPTS AFFECTS THE PRESENTATION OF THE FUNDRAISING EVENT'S NET PROFIT AMOUNT, SHOWING A NEGATIVE NUMBER WHEN IN ACTUALITY THE FUNDRAISING EVENTS WERE PROFITABLE AND RAISED MONEY FOR THE ZOO. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS ZOO MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 RL THORNTON FWY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270777846 | EIN |
| Primary Activities | MANAGE ZOO | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DALLAS ZOO MANAGEMENT INC | ||
| B | $2,356,599 | FMV |
| DALLAS ZOO MANAGEMENT INC | ||
| O | $466,198 | FMV |