2016-11-15T17:25:40-06:00 2015-12-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2015-01-01 942861667 SACRAMENTO ZOOLOGICAL SOCIETY SACR 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 DR KYLE BURKS DIRECTOR/CEO 9168082684 2016-11-11 1 LINDA D GEERY P00364484 9166466464 2015 2017-02-10 21:41:12Z DR KYLE BURKS 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 8583763 0 X HTTP://WWW.SACZOO.ORG X 1956 CA THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE 20 19 132 1745 0 0 1501333 1545031 4248550 4957578 486928 311075 795486 808699 7032297 7622383 92460 105455 0 0 3290767 3809589 19850 11787 367806 2553219 2470314 5956296 6397145 1076001 1225238 13675684 14487163 745251 729969 12930433 13757194 X THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 0 0 3123287 3247185 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 558 ANIMALS REPRESENTING 133 SPECIES. OF THAT NUMBER, 79 SPECIES ARE IN DANGER OF GOING EXTINCT (LISTED AS CRITICALLY ENDANGERED, ENDANGERED OR VULNERABLE). OF THE SPECIES HOUSED AT THE ZOO, 59 ARE MANAGED COOPERATIVELY AS PART OF THE ZOO'S PARTICIPATION IN PROGRAMS OF THE ASSOCIATION OF ZOOS AND AQUARIUMS.THE DR. MURRAY E. FOWLER VETERINARY HOSPITAL ENSURES ALL OF THE ZOO ANIMALS RECEIVE THE HIGHEST QUALITY CARE. NEARLY ALL ANIMALS RECEIVE ANNUAL PHYSICAL EXAMS THAT INCLUDE ROUTINE VACCINATIONS, BLOOD WORK AND TWICE-YEARLY FECAL EXAMINATIONS. THE VETERINARY STAFF ALSO PROVIDES CARE FOR NEW ARRIVALS AT THE ZOO WHILE THEY ARE IN QUARANTINE. MOST ANIMALS GO THROUGH A MINIMUM 30-DAY QUARANTINE PERIOD TO MAKE SURE THEY ARE HEALTHY BEFORE JOINING THE ZOO'S COLLECTION. IN ADDITION TO TEACHING VETERINARY STUDENTS ON ROTATION AT THE SACRAMENTO ZOO AND IN THE CLASSROOM AT UC DAVIS SCHOOL OF VETERINARY MEDICINE, VET STAFF IS INVOLVED IN A NUMBER OF CONSERVATION PROJECTS INCLUDING PLACING RADIO TRANSMITTERS IN WILD GIANT GARTER SNAKES. 1099039 1398563 MEMBERSHIP AND VISITOR SERVICES - THE ZOO BROKE PREVIOUS ATTENDANCE RECORDS IN 2015, CONNECTING WITH 555,745 VISITORS WHO SHARED QUALITY TIME WITH FAMILY AND FRIENDS. WITH BREATHTAKING ZOO ANIMALS AS THE MAIN ATTRACTION, 21,303 ADDITIONAL GUESTS ALSO ENJOYED SPECIAL EVENTS RANGING FROM WILD AFFAIR AND BOO AT THE ZOO TO SUMMER CAMP OR AN OVERNIGHT SAFARI.THE NATIONAL SAFE (SAVING ANIMALS FROM EXTINCTION) CAMPAIGN LAUNCHED IN MAY TO COINCIDE WITH ENDANGERED SPECIES DAY. THE SACRAMENTO ZOO HOSTS A VARIETY OF ACTIVITIES TO BRING ATTENTION TO DECLINING SPECIES SUCH AS THE WESTERN POND TURTLE, THE ONLY TURTLE NATIVE TO CALIFORNIA. THROUGH SAFE, AZA-ACCREDITED ZOOS AND AQUARIUMS WILL CONVENE SCIENTISTS AND STAKEHOLDERS GLOBALLY TO IDENTIFY THE FACTORS THREATENING SPECIES, DEVELOP CONSERVATION ACTION PLANS, COLLECT NEW RESOURCES, AND ENGAGE THE PUBLIC ON THE PLIGHT OF ENDANGERED ANIMALS. 1244682 105455 311830 EDUCATION AND SUSTAINABILITY - THE SACRAMENTO ZOO HAS AN EXTENSIVE SELECTION OF EDUCATIONAL EXPERIENCES FOR CHILDREN AND ADULTS. FROM ONSITE STAGE SHOWS AND KEEPER TALKS TO OVERNIGHT SAFARIS AND SUMMER CAMP - THERE IS SOMETHING FOR EVERYONE. A BRAND NEW ZOOMOBILE, FUNDED WITH A GENEROUS GRANT FROM THE FOSTER FAMILY CHARITABLE FOUNDATION, TOOK THE ZOO SHOW ON THE ROAD. A NATURE PLAY GRANT FROM AZA AND DISNEY CREATED AN INNOVATIVE NATURE EXPLORERS PROGRAM THAT WILL BEGIN IN 2016. ZOO STAFF, DOCENTS AND VOLUNTEERS CONNECTED WITH A TOTAL OF 171,312 INDIVIDUALS, PROVIDING INSPIRING MESSAGES ABOUT ANIMALS AND THEIR HABITATS AS WELL AS THE IMPORTANCE OF OUR ROLE IN PRESERVING WILDLIFE AND WILD PLACES.THE SACRAMENTO ZOO IS COMMITTED TO LOCAL AND GLOBAL CONSERVATION PROJECTS. MORE THAN $150,000 WAS RAISED IN 2015 FOR OVER THREE DOZEN ANIMAL CONSERVATION ORGANIZATIONS. PROGRAMS INCLUDED WORKING WITH LOCAL COMMUNITIES TO PROTECT NATIVE SPECIES, AIDING IN MEDICAL CARE FOR INJURED ANIMALS, AND MONITORING SPECIES IN THEIR HABITAT. QUARTERS FOR CONSERVATION CONTINUES TO BE A VISITOR FAVORITE, WITH WISHING WELLS GIVING ZOO GUESTS THE OPPORTUNITY TO WEIGH IN ON THEIR FAVORITE PROGRAMS. THE SNOW LEOPARD CONSERVANCY, GIANT ANTEATER/ARMADILLO PROGRAM, AND THE LOCAL TRI-COLORED BLACKBIRD PROGRAM WERE FEATURED DURING THE YEAR. 5467008 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 10 0 1 132 1 0 0 0 0 0 1 1 0 0 0 0 X 20 19 0 0 0 0 1 1 1 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 DIRECTOR 0.50 X 0 0 0 MICHAEL BROUGHTON DIRECTOR 0.50 X 0 0 0 NANCY COLE DIRECTOR 0.50 X 0 0 0 JEFFREY DORSO DIRECTOR 0.50 X 0 0 0 IRWIN KARP DIRECTOR 0.50 X 0 0 0 LYNN MATSUDA DIRECTOR 0.50 X 0 0 0 JOHN OTTO DIRECTOR 0.50 X 0 0 0 SUE SCHOENIG DIRECTOR 0.50 X 0 0 0 MIKE TESTA DIRECTOR 0.50 X 0 0 0 JILL TRAINER PHD DIRECTOR 0.50 X 0 0 0 JODY ULICH DIRECTOR 0.50 X 0 0 0 DR ALAN YEE MD DIRECTOR 0.50 X 0 0 0 JASON RUSSELL CPA DIRECTOR 0.50 X 0 0 0 ADRIAN FOWLER THRU 0615 ACTING DIRECTOR 40.00 X X 83365 0 2535 KYLE BURKS FROM 0615 DIRECTOR/CEO 45.00 X X 85333 0 7200 ROBERT CHURCHILL DIRECTOR OF FINANCE 45.00 X 96121 0 0 264819 0 9735 0 0 0 0 REGENTS OF UC DAVIS PO BOX 989062 WEST SACRAMENTO CA 95796 REIMBURSED PERSONNEL COSTS 182921 UNIVERSAL PROTECTION SERVICE 8165 SOLUTIONS CENTER CHICAGO IL 60677 SECURITY CONTRACTOR 106095 2 62082 439395 1043554 80123 1545031 GATE ADMISSIONS 900099 3247185 3247185 MEMBERSHIP DUES 900099 906876 906876 VISITOR SERVICES 900099 491687 491687 EDUCATION 900099 311830 311830 4957578 201433 201433 63305 0 63305 63305 63305 864465 754823 109642 109642 109642 338114 62082 206557 131557 131557 CONCESSIONS 900099 613837 613837 613837 7622383 4957578 0 1119774 85280 85280 20175 20175 274554 233371 21964 19219 3036513 2569350 244913 222250 30821 26073 2487 2261 240002 211363 19200 9439 227699 192738 18353 16608 144 144 22500 22500 11787 11787 34568 34568 220213 175437 44729 47 230650 189087 278 41285 202709 160164 38183 4362 66142 47255 14334 4553 627873 602551 19127 6195 48358 32474 15635 249 5586 109 5477 94 94 368590 364904 3686 123067 111274 6754 5039 SUPPLIES 459395 424532 10451 24412 DUES AND SUBSCRIPTIONS 44310 16179 28031 100 16115 4692 11423 6397145 5467008 562331 367806 1520207 2802038 742523 676535 73688 55234 10000 10000 66840 59279 9800824 3782559 6302435 6018265 4240659 4191346 719332 674466 13675684 14487163 406259 365907 338992 364062 745251 729969 X 8169544 8596803 1559015 1958517 3201874 3201874 12930433 13757194 13675684 14487163 X 1225238 -353611 -44866 X X 0 1 X 1 0 X 2696580 1269105 1190712 1501333 1545031 8202761 4239638 4108846 4521323 4248550 4957578 22075935 308683 793653 910213 927601 951951 3892101 7244901 6171604 6622248 6677484 7454560 34170797 1792971 11040 6690 12280 1822981 0 1792971 11040 6690 12280 1822981 32347816 94826 153959 213283 195417 264738 922223 94826 153959 213283 195417 264738 922223 7339727 6325563 6835531 6872901 7719298 35093020 0.92180 0.92150 0.02630 0.02260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4254723 -78872 34568 4141283 4044362 244465 34104 4254723 3610207 465474 31319 4044362 3292770 340521 23084 3610207 1521968 1793000 -7081 15117 3292770 1.00000 0 0 9800824 3782559 6018265 6018265 X 7205098 -353611 15760 -44866 -382717 7587815 34568 34568 7622383 6378337 15760 15760 6362577 34568 34568 6397145 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 X, LINE 2: THE SOCIETY HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST ASSETS -44,866. 1 SUB-SAHARAN AFRICA 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 12400 SOUTH AMERICA 0 0 GRANTMAKING PROGRAM SERVICE ACCOMPLISHMENT #3 - EDUCATION AND SUSTAINABILITY. 7775 0 0 0 0 0 0 20175 0 20175 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 181374 37403 143971 15624 21235 70317 BOO AT THE ZOO 67452 3000 64452 4586 8736 9798 4 151370 21679 129691 25213 8579 42469 400196 62082 338114 45423 38550 122584 206557 131557 1 AUDOBON CALIFORNIA 400 CAPITOL MALL SUITE 1535 SACRAMENTO CA 95814 941615830 501(C)(3) 5000 CONSERVATION ASSOCIATION OF ZOOS AND AQUARIUMS PO BOX 79863 BALTIMORE MD 21279 550526930 501(C)(3) 5000 CONSERVATION SNOW LEOPARD CONSERVANCY 18030 COMSTOCK AVENUE SONOMA CA 95476 611614981 501(C)(3) 5000 CONSERVATION INTEGRAL ECOLOGY PO BOX 52 BLUE LAKE CA 95525 201667238 501(C)(3) 8829 CONSERVATION PENGUIN SENTINELS PROJECT UNIV OF WASHINGTON DEPT OF BIOLOGY SEATTLE WA 98195 UNIVERSITY 10820 CONSERVATION MINNESOTA ZOO FOUNDATION 13000 ZOO BLVD APPLE VALLEY MN 55124 510147653 501(C)(3) 15351 CONSERVATION 6 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 13 9045 FMV X 13409 FMV X GIFT CERTIFICATES, ETC 69 22676 FMV X ANIMIAL SUPPLIES/DISPLAYS 11 21987 FMV X FOOD/WINE 46 13006 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON DEDICATED TO THE PURPOSES OF THE SOCIETY SHALL BE ACCEPTED FOR MEMBERSHIP BY COMPLETING THE FOLLOWING: 1) PAYMENT OF DUES AS ESTABLISHED BY THE BOARD OF DIRECTORS AND 2) COMPLETING AN APPLICATION FORM. SOCIETY MEMBERS HAVE THE RIGHT TO ELECT DIRECTORS AND TO VOTE ON CERTAIN MATTERS SUBMITTED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A SOCIETY MEMBERS IN GOOD STANDING MAY ELECT BOARD MEMBERS. IN ADDITION, SPECIAL MEETINGS OF MEMBERS FOR THE PURPOSE OF REMOVING BOARD MEMBERS AND ELECTING THEIR REPLACEMENTS MAY BE CALLED BY FIVE PERCENT OR MORE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B SOCIETY MEMBERS IN GOOD STANDING ARE ENTITLED TO VOTE ON MATTERS SUBMITTED BY THE BOARD OF DIRECTORS TO A VOTE OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT 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 DIRECTOR'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 UNDERTAKEN IN 2015. 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 -44,866. FORM 990, PART XII, LINE 2C: NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR.