2016-11-14T09:53:40-06:00 2015-12-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2015-01-01 351074747 INDIANAPOLIS ZOOLOGICAL SOCIETY INC % MADONNA WAGNER INDI 3176305165 1200 WEST WASHINGTON STREET INDIANAPOLIS IN 46222 MADONNA WAGNER VP OF FINANCE & CFO 3176305165 2016-11-15 true NICOLE B FISHBACK P01279475 3173834000 2015 2017-02-10 21:41:12Z MIKE CROWTHER 1200 WEST WASHINGTON STREET INDIANAPOLIS IN 46222 39865831 false X WWW.INDYZOO.COM X 1944 IN THE INDIANAPOLIS ZOOLOGICAL SOCIETY EMPOWERS PEOPLE AND COMMUNITIES, BOTH LOCALLY AND GLOBALLY, TO ADVANCE ANIMAL CONSERVATION. 40 39 548 925 148693 116048 16054774 16468636 21816735 20199379 984303 571550 961142 1066759 39816954 38306324 236889 365000 0 0 14266571 14908884 25614 0 2023700 15653429 14708402 30182503 29982286 9634451 8324038 148466719 154952752 3717805 4239074 144748914 150713678 THE INDIANAPOLIS ZOOLOGICAL SOCIETY EMPOWERS PEOPLE AND COMMUNITIES, BOTH LOCALLY AND GLOBALLY, TO ADVANCE ANIMAL CONSERVATION. false false 25775559 365000 19917752 THE INDIANAPOLIS ZOO IS CREATING A WORLD-CLASS INSTITUTION THAT WILL SERVE DIVERSE RESIDENT AND VISITOR POPULATIONS FROM CENTRAL INDIANA AND BEYOND. AS ONE OF INDIANAPOLIS' FOREMOST ATTRACTIONS, THE ZOO FOSTERS THE EXCHANGE OF KNOWLEDGE AND IDEAS AS A NATIONAL AND INTERNATIONAL RESOURCE FOR RESEARCH AND CONSERVATION. 25775559 true true false false false false false false false true true true false true true false true false false false true true false false true false false true false true false false false false false false false true true false false false false false false false false true 90 0 true 548 true true true false false false false true true true 1 false false false X 40 39 false false false false false false false true true false false true true true true true true true true false IN X MADONNA WAGNER 3176305165 1200 W WASHINGTON STREET INDIANAPOLIS IN 46222 X DAN APPEL IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 MIKE BOSWAY CHAIR 1.0 0.0 X X 0 0 0 JEFFREY HARRISON 2ND V. CHAIR 1.0 0.0 X X 0 0 0 ALAN COHEN TRUSTEE 1.0 0.0 X 0 0 0 JIM POWERS 1ST V. CHAIR 1.0 0.0 X X 0 0 0 BETH CATE SECRETARY 1.0 0.0 X X 0 0 0 DEVIN ANDERSON TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL ALLEY TRUSTEE 1.0 0.0 X 0 0 0 HOLLY BANTA TRUSTEE 1.0 0.0 X 0 0 0 KATHRYN BETLEY TRUSTEE 1.0 0.0 X 0 0 0 MATTHEW CLAYMON TRUSTEE 1.0 0.0 X 0 0 0 SUZANNE FEHSENFELD TRUSTEE 1.0 0.0 X 0 0 0 MARK GARGULA TRUSTEE 1.0 0.0 X 0 0 0 ERIC GILLISPIE TRUSTEE 1.0 0.0 X 0 0 0 ANITA HARDIN TRUSTEE 1.0 0.0 X 0 0 0 KATHY HUBBARD TRUSTEE 1.0 0.0 X 0 0 0 ANN HUNT TRUSTEE 1.0 0.0 X 0 0 0 KELLY HUNTINGTON TREASURER 1.0 0.0 X X 0 0 0 FRAN JACOBY TRUSTEE 1.0 0.0 X 0 0 0 DAVID KLAPPER TRUSTEE 1.0 0.0 X 0 0 0 KAY KOCH TRUSTEE 1.0 0.0 X 0 0 0 LISA MCKINNEY TRUSTEE 1.0 0.0 X 0 0 0 DAYTON MOLENDORP TRUSTEE 1.0 0.0 X 0 0 0 MYRTA PULLIAM TRUSTEE 1.0 0.0 X 0 0 0 STEVE RAMOS TRUSTEE 1.0 0.0 X 0 0 0 APRIL SASSO TRUSTEE 1.0 0.0 X 0 0 0 STEVEN SCHENCK TRUSTEE 1.0 0.0 X 0 0 0 COURTNEY SCHWAB TRUSTEE 1.0 0.0 X 0 0 0 JOHN SHARPE TRUSTEE 1.0 0.0 X 0 0 0 RICHARD THRAPP TRUSTEE 1.0 0.0 X 0 0 0 DOUG TILLMAN TRUSTEE 1.0 0.0 X 0 0 0 STEVE WALKER TRUSTEE 1.0 0.0 X 0 0 0 DAN YATES TRUSTEE 1.0 0.0 X 0 0 0 KEN YERKES TRUSTEE 1.0 0.0 X 0 0 0 STEVE ALONSO TRUSTEE 1.0 0.0 X 0 0 0 STEVE CAGLE TRUSTEE 1.0 0.0 X 0 0 0 PATRICK EARLY TRUSTEE 1.0 0.0 X 0 0 0 NANCY ELDER TRUSTEE 1.0 0.0 X 0 0 0 KAREN FERGUSON FUSON TRUSTEE 1.0 0.0 X 0 0 0 MARISOL SANCHEZ TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL CROWTHER PRESIDENT AND CEO 40.0 0.0 X 293041 0 102713 PAUL GRAYSON SVP AND EXECUTIVE DIRECTOR 40.0 0.0 X 208328 0 39574 MADONNA WAGNER VP OF FINANCE AND CFO 40.0 0.0 X 131231 0 14964 KAREN BURNS SVP EXTERNAL RELATIONS 40.0 0.0 X 194503 0 43686 ROBERT SHUMAKER SVP COLLECTIONS 40.0 0.0 X 170919 0 28719 NORAH FLETCHALL SVP FINANCE, OPERATIONS, IT 40.0 0.0 X 154500 0 30235 MARY JANE BENNETT VP OF HUMAN RESOURCES 40.0 0.0 X 133823 0 18242 DENNIS WOERNER DIRECTOR OF MARKETING 40.0 0.0 X 131631 0 22574 JEFFREY PROUDFOOT VP AND SENIOR VET 40.0 0.0 X 126770 0 13293 ALI MALEKMARZBAN VP INFRASTRUCTURE/CONSTRUCTION 40.0 0.0 X 117366 0 7331 1662112 0 321331 10 false true false TURNER CONSTRUCTION COMPANY 733 SOUTH WEST STREET SUITE 200 INDIANAPOLIS IN 46225 CONSTRUCTION 498769 HIRONS COMPANY COMMUNICATIONS 422 E NEW YORK STREET INDIANAPOLIS IN 46202 ADVERTISING 901223 CENTERPLATE 1200 W WASHINGTON ST INDIANAPOLIS IN 46222 FOOD SERVICES 353031 RATIO ARCHITECTS INC 101 S PENNSYLVANIA ST INDIANAPOLIS IN 46204 DESIGN SERVICES 368321 IWERKS ENTERTAINMENT INC 27509 AVENUE HOPKINS SANTA CLARITA CA 91355 THEATER LEASE 346918 11 1582563 14886073 360265 16468636 ADMISSION 900099 8249658 8249658 MEMBERSHIP DUES 900099 6446486 6446486 FOOD SALES 721210 1549822 1549822 RIDES 713110 1659388 1659388 PARKING 812930 1298118 1135898 162220 995907 995907 20199379 833378 -13527 846905 0 0 1128062 293640 834422 0 834422 834422 215000 0 357421 119407 -142421 -119407 -261828 -119407 -142421 1021376 1582563 789039 232337 219045 0 0 0 38306324 19917752 148693 1757951 119880 119880 0 245120 245120 0 1227678 0 930017 297661 0 10713085 9479186 599124 634775 400545 336039 27352 37154 1701760 1403585 175573 122602 865816 730773 76672 58371 0 60227 727 58045 1455 63796 63796 0 0 95528 95528 927607 921244 6363 1277144 1227496 49648 231930 189831 11877 30222 318536 318536 0 1212093 1173908 22030 16155 119863 82309 14728 22826 0 38976 13979 24447 550 1822 1577 245 0 5603671 5603671 607207 583021 12093 12093 ANIMAL FOOD & MEDICINE 810282 810282 OPERATING SUPPLIES 1427826 1140003 51786 236037 MAINTENANCE & REPAIRS 1302478 1288882 13596 OTHER EXPENSES 609416 105510 0 503906 29982286 25775559 2183027 2023700 0 0 20392197 34848012 10161939 7328848 500545 307799 0 0 0 0 0 0 71395 35469 292322 402921 154902570 89962128 68036184 64940442 26196315 22619783 7239031 9394245 0 0 0 0 15576791 15075233 148466719 154952752 2563589 2700023 0 0 1150386 1253935 0 0 0 0 0 0 0 0 0 0 3830 285116 3717805 4239074 X 92417853 91304249 30790637 37735948 21540424 21673481 144748914 150713678 148466719 154952752 X 8324038 -1952016 -407258 X false true X true false X 14485221 13790501 10073264 16054774 16468636 70872396 0 0 14485221 13790501 10073264 16054774 16468636 70872396 19661184 51211212 1754907 2136987 2008485 1675474 1961440 9537293 0 0 80409689 92981132 0.63688 0.00000 X 0.00000 SCHEDULE A, PART II REASON FOR FILING PART II: THE ORGANIZATION HAS COMPLETED SCHEDULE A, PART II TO PROVE THAT IT MEETS THE DEFINITION OF A PUBLICALLY SUPPORTED ORGANIZATION UNDER CATEGORY 7 AND CAN USE A SPECIAL REPORTING RULE ON SCHEDULE B. THE ORGANIZATION IS EXEMPT UNDER SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33353566 227357 -1289160 547678 31744085 21163780 232030 679036 22074846 20186301 823815 153664 21163780 19903159 209639 73503 20186301 19949398 3780 -50019 19903159 0.64000 0.36000 false false 0 612326 612326 0 112814336 64796907 48017429 0 24520065 15299270 9220795 0 14209226 7881800 6327426 0 2746617 1984151 762466 64940442 ALTERNATIVE INVESTMENTS 9394245 F 9394245 INTEREST IN PERPETUAL TRUSTS 1511448 INTEREST IN CHAR REM TRUSTS 13563785 15075233 0 ANNUITIES PAYABLE 2625 CAPITAL LEASE PAYABLE 282491 285116 36935146 -1952016 1082679 -869337 37804483 94583 407258 501841 38306324 30970382 1082679 1082679 29887703 94583 94583 29982286 SCHEDULE D, PART V, LINE 1A CHANGE IN BEGINNING BALANCE: BEGINNING OF THE YEAR BALANCE FOR THE CURRENT YEAR HAS BEEN ADJUSTED TO ACCURATELY REFLECT THE FUNDS THAT ARE HELD IN THE ENDOWMENT. 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. 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. Part XI, Line 2D RECONCILIATION OF REVENUE: FUNDRAISING EVENT EXPENSE $789,039 RENTAL EXPENSE $293,640 TOTAL $1,082,679 PART XI, LINE 4B RECONCILIATION OF EXPENSES: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS $407,258 PART XII, LINE 2D RECONCILIATION OF EXPENSES: FUNDRAISING EVENT EXPENSE $789,039 RENTAL EXPENSE $293,640 TOTAL $1,082,679 true North America Grantmaking 110120 Europe (Including Iceland and Greenland) Grantmaking 115000 Central America and the Caribbean Grantmaking 20000 245120 245120 North America RESEARCH AND SUPPORT 110120 CHECK Europe (Including Iceland and Greenland) RESEARCH PROJECT 50000 WIRE Europe (Including Iceland and Greenland) CONSERVATION PROJECT 15000 WIRE Europe (Including Iceland and Greenland) SUPPORT 15000 CHECK Europe (Including Iceland and Greenland) PROGRAM SUPPORT 25000 WIRE Europe (Including Iceland and Greenland) CONSERVATION SUPPORT 10000 WIRE Central America and the Caribbean CONSERVATION SUPPORT 20000 WIRE 7 true false true false false false SCHEDULE F, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE INDIANAPOLIS ZOO EVALUATES AND MONITORS ITS GRANTS BASED ON INFORMATION RECEIVED FROM THE GRANTEE ORGANIZATION AND OTHER PUBLIC INFORMation. IN ZOOBILATION 2206389 1514129 692260 131412 15700 433136 WINE AUCTION 291770 37753 254017 40395 51267 900 63039 1 105780 30681 75099 18369 4913 29908 2603939 1582563 1021376 40395 201048 21513 526083 789039 232337 true WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX NY 10460 131740011 501(C)(3) 50000 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 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 951648219 501(C)(3) 10400 Elephant Support CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 311726923 501(C)(3) 9297 CHEETAH CONSERVATION 5 SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE INDIANAPOLIS ZOO EVALUATES AND MONITORS ITS GRANTS BASED ON INFORMATION RECEIVED FROM THE GRANTEE ORGANIZATION AND OTHER PUBLIC INFORMation. X X false true false false false false false false false MICHAEL CROWTHER PRESIDENT AND CEO 293041 0 0 0 0 0 81250 0 21463 0 395754 0 0 0 PAUL GRAYSON SVP AND EXECUTIVE DIRECTOR 208328 0 0 0 0 0 27916 0 11658 0 247902 0 0 0 NORAH FLETCHALL SVP FINANCE, OPERATIONS, IT 154500 0 0 0 0 0 21725 0 8510 0 184735 0 0 0 MARY JANE BENNETT VP OF HUMAN RESOURCES 133823 0 0 0 0 0 17691 0 551 0 152065 0 0 0 DENNIS WOERNER DIRECTOR OF MARKETING 131631 0 0 0 0 0 6582 0 15992 0 154205 0 0 0 KAREN BURNS SVP EXTERNAL RELATIONS 194503 0 0 0 0 0 27725 0 15961 0 238189 0 0 0 ROBERT SHUMAKER SVP COLLECTIONS 170919 0 0 0 0 0 8546 0 20173 0 199638 0 0 0 SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: The Society also has an unfunded nonqualified plan for the payment of deferred compensation to certain executive employees. Expense recognized by the Society and accrued totaled $128,500 and $71,703 for the years ended December 31, 2015 and 2014, respectively. A liability has been recorded in the amount of $791,748 and $663,248, respectively, as of December 31, 2015 and 2014. 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 PAUL GRAYSON $10,416 NORAH FLETCHALL $ 7,725 KAREN BURNS $ 9,725 MARY JANE BENNETT $ 6,691 MICHAEL BOSWAY CHAIRMAN OF THE BOARD 392099 STOCK CLEARING/INSURANCE false 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 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 $392,099. X 34 230187 MARKET VALUE X WINE 112 16789 MARKET VALUE 1 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 IN NOVEMBER OF 2015. 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 $(407,258)