2016-05-16T12:08:24-05:00 2015-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2014-07-01 860174843 ARIZONA CENTER FOR NATURE CONSERVATION ARIZ 6022863800 455 N GALVIN PARKWAY PHOENIX AZ 85008 BONNIE MENDOZA CFO 6022863800 2016-05-12 1 COLETTE KAMPS CPA P00367616 4808394900 2016-05-05 2014 2016-08-17 19:52:53Z THE PHOENIX ZOO NORBERTO J CASTRO 455 N GALVIN PARKWAY PHOENIX AZ 85008 27198282 0 X WWW.PHOENIXZOO.ORG X 1961 AZ THE ARIZONA CENTER FOR NATURE CONSERVATION ADVANCES THE STEWARDSHIP AND CONSERVATION OF ANIMALS AND THEIR HABITATS WHILE PROVIDING EXPERIENCES THAT INSPIRE PEOPLE AND MOTIVATE THEM TO CARE FOR THE NATURAL WORLD. 23 23 569 703 0 0 4930083 4639463 18779568 20057832 444321 413864 359788 -245580 24513760 24865579 95845 128181 0 0 12698929 13572648 0 0 1837373 10771034 9922549 23565808 23623378 947952 1242201 47997555 48482363 4529546 4387186 43468009 44095177 THE ARIZONA CENTER FOR NATURE CONSERVATION ADVANCES THE STEWARDSHIP AND CONSERVATION OF ANIMALS AND THEIR HABITATS WHILE PROVIDING EXPERIENCES THAT INSPIRE PEOPLE AND MOTIVATE THEM TO CARE FOR THE NATURAL WORLD. 0 0 18466085 128181 20089967 THE ARIZONA CENTER FOR NATURE CONSERVATION OPERATES THE PHOENIX ZOO, A 126-ACRE ZOOLOGICAL PARK WITH OVER 1,400 ANIMALS IN EXHIBITIONS AND PARTICIPATES IN WORLDWIDE SPECIES SURVIVAL PLANS. THROUGH ECOSYSTEM EXHIBITION, EDUCATION AND CONSERVATION, THE ZOO SERVES VISITORS WITH A MISSION TO PROVIDE EXPERIENCES THAT INSPIRE PEOPLE AND MOTIVATE THEM TO CARE FOR THE NATURAL WORLD. WITH A FOCUS ON EXPERIENTIAL LEARNING, THE ZOO ALSO CONDUCTS A VARIETY OF EDUCATIONAL ACTIVITIES WITH CHILDREN AS THEIR PRIMARY AUDIENCE TO EMPHASIZE CARING RELATIONSHIPS, PERSONAL RESPONSIBILITY, AND ACTION TO CONSERVE ANIMALS AND NATURE IN GENERAL. 18466085 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 34 0 569 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X BONNIE MENDOZA 6022863800 455 N GALVIN PARKWAY PHOENIX AZ 85008 JEAN BINGHAM CHAIR 2.00 X X 0 0 0 MICHELLE CLARKE VICE CHAIR BOARD DEVELOPMENT 2.00 X X 0 0 0 FREDERICK CUMMINGS SECRETARY 2.00 X X 0 0 0 STEPHEN HIGGINS VICE CHAIR OUTCOMES 2.00 X X 0 0 0 HARRY PAPP VICE CHAIR FINANCIAL DEVEL 2.00 X X 0 0 0 GABRIELLE VITALE VICE CHAIR FINANCE AND TREASURER 2.00 X X 0 0 0 AARON DETZER TRUSTEE 1.00 X 0 0 0 ADRIENNE SCHIFFNER TRUSTEE (UNTIL AUGUST 2014) 1.00 X 0 0 0 BIL MORRIS TRUSTEE 1.00 X 0 0 0 BILL HALNON TRUSTEE 1.00 X 0 0 0 CHARLES SANDS TRUSTEE (AS OF FEB 2015) 1.00 X 0 0 0 DEREK KERR TRUSTEE 1.00 X 0 0 0 DON SATIROFF TRUSTEE 1.00 X 0 0 0 HEIDI BERGER TRUSTEE 1.00 X 0 0 0 JIM BURKE TRUSTEE 1.00 X 0 0 0 JOELLEN DOORNBOS TRUSTEE 1.00 X 0 0 0 JOHN HOOPES TRUSTEE 1.00 X 0 0 0 LARRY FINK TRUSTEE 1.00 X 0 0 0 LYNN AGNELLO TRUSTEE (UNTIL DECEMBER 2014) 1.00 X 0 0 0 MAJA WESSELS TRUSTEE 1.00 X 0 0 0 MANNY MOLINA TRUSTEE (UNTIL JANUARY 2015) 1.00 X 0 0 0 MARY ALEXANDER TRUSTEE 1.00 X 0 0 0 PETER FAUR TRUSTEE 2.00 X 0 0 0 PHIL PETERSEN TRUSTEE 1.00 X 0 0 0 STEPHEN FISHER TRUSTEE 1.00 X 0 0 0 SUE KIDD TRUSTEE 1.00 X 0 0 0 NORBERTO CASTRO PRESIDENT/CEO 40.00 X 352488 0 47059 BONNIE MENDOZA EVP/CFO 40.00 X 190423 0 27707 GARY WEST EVP ANIMAL HEALTH & COLLEC 40.00 X 171832 0 20252 RUTH ALLARD EVP CONSERVATION & EDUCATI 40.00 X 150489 0 20369 WILLIAM COOPER VP FACILITIES OP & CONSTRU 40.00 X 138903 0 19434 1004135 0 134821 5 0 1 0 DL WITHERS CONSTRUCTION LC 3220 E HARBOUR DR PHOENIX AZ 85034 CONSTRUCTION CONTRACTOR 2446236 HOMES & SON CONTRACTORS INC 105 N WASHINGTON ST WICHITA KS 67202 CONSTRUCTION CONTRACTOR 874064 URIAS COMMUNICATIONS PO BOX 14935 SCOTTSDALE AZ 85267 MARKETING 855931 TSG CONSTRUCTORS LLC PO BOX 71640 PHOENIX AZ 85050 CONSTRUCTION CONTRACTOR 443288 CAMELS FOR A CAUSE 4014 E BRADWAY SUITE 412 PHOENIX AZ 85040 3RD PARTY CAMEL VENDOR 335411 17 16219 468131 4155113 524927 4639463 ADMISSIONS AND MEMBERSHIPS 900099 14169676 14169676 RETAIL 900099 3025244 3025244 GROUP SERVICES 900099 1253396 1253396 EDUCATIONAL SERVICES 900099 884873 884873 FOOD SERVICES 900099 724643 724643 20057832 428000 428000 1919360 1933496 -14136 -14136 -14136 121492 468131 399207 -277715 -277715 MISCELLANEOUS INCOME 900099 32135 32135 32135 24865579 20089967 0 136149 73843 73843 23460 23460 30878 30878 1048186 568494 267507 212185 9832293 8249179 894403 688711 257812 228607 18306 10899 1689517 1370417 183238 135862 744840 599186 83847 61807 8069 8069 45650 45650 360158 31286 296372 32500 1256918 31618 765210 460090 1087455 637253 366361 83841 942401 941300 1011 90 117315 92892 19316 5107 3407 3407 2578240 2244752 233461 100027 238089 179854 40768 17467 ANIMAL COLLECTION 905397 905397 REPAIRS AND MAINTENANCE 800917 779384 21533 VENDOR COMMISSION 599608 599608 COST OF PRODUCT CATERIN 561928 561928 416997 316749 71461 28787 23623378 18466085 3319920 1837373 6275574 4411804 1006604 7190 1490079 1499913 67329 190732 176977 142658 129866 135572 67571364 37882433 25908055 29688931 6911465 6912176 6031606 5493387 47997555 48482363 1645008 1519183 2850421 2862570 34117 5433 4529546 4387186 X 31402023 35617497 5855528 2802865 6210458 5674815 43468009 44095177 47997555 48482363 X 1242201 -167390 88000 -535643 X X 0 1 X 1 0 X 6036859 6524433 5746751 5244015 4617473 28169531 15103607 17774606 18275861 18779568 20057832 89991474 21140466 24299039 24022612 24023583 24675305 118161005 0 0 0 118161005 569359 440123 414135 444321 428000 2295938 569359 440123 414135 444321 428000 2295938 -694 -8318 42896 45856 32135 111875 21709131 24730844 24479643 24513760 25135440 120568818 0.98000 0.97920 0.01900 0.01920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4784759 348751 6149 60284 5079375 4399846 233099 203095 51281 4784759 3985701 310273 136329 32460 4399846 3567465 504085 13691 99540 3985701 2599150 807014 161301 3567465 0.83000 0.17000 0.00000 0 0 21898041 6815660 15082381 33630615 24990750 8639865 12042708 6076023 5966685 29688931 DEPOSITS 22818 BENEFICIAL INTEREST IN PERPETUAL TR 4915569 REAL ESTATE RESTRICTED FOR INVESTME 555000 5493387 CAPITAL LEASE 5433 5433 X 25655816 -167390 1168125 -535643 465092 25190724 -325145 -325145 24865579 25028648 1080125 325145 1405270 23623378 0 23623378 PART V, LINE 4: THE ORGANIZATION HAS ALLOWED FOR APPROPRIATING FOR DISTRIBUTION EACH YEAR UP TO 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE CALENDAR YEAR-END PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE ORGANIZATION CONSIDERED THE LONGTERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: THE ZOO RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2015, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -535,643. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE -325,145. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSE 325,145. PART XI AND XII LINES 4B AND 2D SPECIAL EVENT DIRECT EXPENSE $ 325,145 DONATED AUCTION ITEMS 74,062 TOTAL EVENT EXPENSE PART VIII LINE 8B $ 399,207 1 AUSTRALIA 0 0 PROGRAM SERVICES BEEHIVE FENCES 2000 BRAZIL 0 0 PROGRAM SERVICES GIANT ARMADILLOS 3000 BRAZIL 0 0 PROGRAM SERVICES BRAZIL BIRDLIFE 2900 ECUADOR 0 0 PROGRAM SERVICES SA SLOTHS 2500 FRANCE 0 0 PROGRAM SERVICES LAOS OTTER 3000 INDONESIA 0 0 PROGRAM SERVICES PAINTED TERRAPINS 2965 MALAYSIA 0 0 PROGRAM SERVICES PALM OIL FOR ORANGUTANS 2950 NEPAL 0 0 PROGRAM SERVICES CHINESE PANGOLIN 2963 PHILLIPINES 0 0 PROGRAM SERVICES FRUIT EATING MONITOR 3000 SOUTH AFRICA 0 0 PROGRAM SERVICES CHEETAH 3000 UNITED KINGDOM 0 0 PROGRAM SERVICES JAVAN SLOW LORIS 2600 0 0 0 0 0 0 22278 8600 30878 TO SUPPORT MISSION TO MAINTAIN BEEHIVE FENCES AUSTRALIA 1 2000 GRANT TO SUPPORT MISSION TO WORK WITH GIANT ARMADILLOS BRAZIL 1 3000 GRANT TO SUPPORT MISSION TO WORK WITH LAOS OTTER FRANCE 1 3000 GRANT TO SUPPORT MISSION TO WORK WITH PAINTED TERRAPINS INDONESIA 1 2965 GRANT TO SUPPORT MISSION TO WORK WITH PALM OILS FOR ORANGUTANS MALAYSIA 1 2950 GRANT TO SUPPORT MISSION TO WORK WITH CHEETAHS SOUTH AFRICA 1 3000 GRANT TO SUPPORT MISSION TO WORK WITH JAVAN SLOW LORIS UNITED KINGDOM 1 2600 GRANT 0 0 0 0 0 0 PART I, LINE 2: AS PART OF THE GRANTING PROCESS, IF ACNC IS NOT DIRECTLY INVOLVED IN THE PROJECT, ACNC REQUIRES THE GRANTEE TO PROVIDE ANNUAL REPORTING PACKAGES THAT INCLUDE DESCRIPTIONS OF OUTCOMES AS SPECIFIED IN THE GRANT AGREEMENT. PART I, LINE 3: EXPENDITURES ARE DIRECT GRANTS TO SPECIFIC PROJECTS. RENDEZ ZOO 532413 414951 117462 3000 86343 64054 100511 9450 95304 PARTY SAFARI 57210 53180 4030 12060 22803 4574 1108 589623 468131 121492 3000 86343 76114 123314 14024 96412 399207 -277715 1 TURTLE SURVIVAL ALLIANCE 1989 COLONIAL PARKWAY FORT WORTH TX 76110 200785702 3 5995 TURTLE CONSERVATION DIAN FOSSEY GORILLA FUND INTERNATIONAL INC 800 CHEROKEE AVENUE SE ATLANTA GA 30315 521118866 3 11000 CONTRIBUTION TO SUPPORT OPERATIONS COLUMBUS ZOOLOGICAL PARK ASSOCIATION INC 4850 WEST POWELL RD POWELL OH 43065 314390844 3 5000 CHEETAH SUPPORT HOUSTON ZOO INC 6200 HERMANN PARK DRIVE HOUSTON TX 77030 741590271 3 5000 CONTRIBUTION TO SUPPORT OPERATIONS 4 0 PROJECT SCHOLARSHIPS 9 23460 PART I, LINE 2: AS PART OF THE RECIPIENTS ACCEPTANCE OF THE FUNDING FROM ACNC THEY AGREE TO PROVIDE DETAILED REPORTS AT SET POINTS THROUGHOUT THE PROJECT BEING FUNDED AS DEEMED NECESSARY, AND AT A MINIMUM AT THE CONCLUSION OF THE PROJECT. X X X X 0 1 0 0 0 0 0 0 0 NORBERTO CASTRO PRESIDENT/CEO 284888 0 67600 0 0 0 29900 0 17159 0 399547 0 0 0 BONNIE MENDOZA EVP/CFO 158287 0 32136 0 0 0 10383 0 17324 0 218130 0 0 0 GARY WEST EVP ANIMAL HEALTH & COLLEC 142910 0 28922 0 0 0 3537 0 16715 0 192084 0 0 0 RUTH ALLARD EVP CONSERVATION & EDUCATI 124780 0 25709 0 0 0 3144 0 17225 0 170858 0 0 0 WILLIAM COOPER VP FACILITIES OP & CONSTRU 115337 0 23566 0 0 0 2588 0 16846 0 158337 0 0 0 PART I, LINE 3 EACH YEAR, THE ACNC EXECUTIVE COMMITTEE OF THE BOARD WILL OBTAIN RESEARCH AND INFORMATION TO MAKE A RECOMMENDATION TO THE ENTIRE ACNC BOARD OF TRUSTEES FOR THE COMPENSATION OF THE PRESIDENT/CEO. THE COMMITTEE WILL SECURE DATA FROM AT LEAST FOUR SOURCES FROM AT LEAST TWO OF THE FOLLOWING: SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS, AND INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. TO APPROVE THE COMPENSATION PACKAGE, THE COMMITTEE MUST DOCUMENT HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. ONCE APPROVED BY THE COMMITTEE, THE PACKAGE WILL BE PRESENTED TO THE FULL ACNC BOARD OF TRUSTEES FOR DOCUMENTED VOTE AND APPROVAL. PART I, LINE 4B THE CEO OF ACNC PARTICIPATES IN A 457(B)AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. ACNC CONTRIBUTED $18,000 AND $7,650, RESPECTIVELY, IN THE FISCAL YEAR. HARRY PAPP BOARD TRUSTEE AND VICE CHAIR OF FINANCIAL DEVELOPMENT 1665615 TRUSTEE SERVES AS THE CHAIRMAN OF THE BOARD OF BLUE CROSS BLUE SHIELD OF ARIZONA WHO SERVES AS THE INSURANCE PROVIDER FOR THE ZOO. THE AMOUNT REPRESENTS AMOUNTS PAID TO BCBS DURING FY '15. 0 HARRY PAPP BOARD TRUSTEE AND VICE CHAIR OF FINANCIAL DEVELOPMENT 101 DONATED STOCK RECEIVED BY THE ORGANIZATION IS SOLD BY THE TRUSTEE'S INVESTMENT MANAGEMENT COMPANY. THE AMOUNT REPRESENTS THE COMMISSION FEE. 0 X 1 110000 FMV X SOLAR PANELS 1 196568 FMV X DONATED AUCTION ITEMS 182 74062 FMV X FOOD AND BEVERAGES FOR EVENTS 32 51251 FMV X FOOD AND BEVERAGES FOR PROGRAM 7 35000 FMV X EVENT SUPPLIES 10 22194 FMV X SHADE STRUCTURE 1 18000 FMV X MISCELLANEOUS SUPPLIES 15 12852 FMV X OTHER ASSETS 2 5000 FMV 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF DONORS. THOSE WHO GAVE MULTIPLE ITEMS, OR ON MULTIPLE DATES WERE ONLY COUNTED ONCE PER TYPE OF IN-KIND CONTRIBUTION. PART I, LINE 32B: THE ZOO HAS HIRED A BROKER TO MARKET LAND THAT WAS DONATED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION SHALL HAVE VARIOUS CLASSES OF MEMBERSHIP COMPRISED OF INDIVIDUALS AND ORGANIZATIONS ("MEMBERS") WHO SUBSCRIBE TO THE PURPOSES AND BASIC POLICIES OF ACNC AND WHOSE ADMISSION WILL CONTRIBUTE TO THE CORPORATION'S ABILITY TO CARRY OUT ITS CHARITABLE AND EDUCATIONAL PURPOSES. PERSONS SHALL BE ELIGIBLE FOR MEMBERSHIP UPON APPROVAL OF THEIR MEMBERSHIP APPLICATIONS BY THE BOARD OF TRUSTEES AND UPON TIMELY PAYMENT OF SUCH DUES AND FEES AS THE BOARD OF TRUSTEES MAY FIX FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS AT THE KEEPER LEVEL AND ABOVE, AS DEFINED BY THE BOARD, SHALL HAVE THE RIGHT TO VOTE ON THE ELECTION OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS AT THE KEEPER LEVEL AND ABOVE, AS DEFINED BY THE BOARD, SHALL HAVE THE RIGHT TO VOTE ON THE DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF ACNC, ANY MERGER WITH ANOTHER ORGANIZATION AND THE PRINCIPAL TERMS OF SUCH, DISSOLVING THE CORPORATION, AMENDING OF THE ACNC ARTICLES OF INCORPORATION OR BYLAWS, AND SUCH OTHER MATTERS AS ARE SET FORTH IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AT A SPECIAL MEETING, PRIOR TO FILING. ALSO, THE FORM 990 WILL BE PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH REQUIRES BOARD MEMBERS AND EMPLOYEES TO INFORM THE BOARD OF TRUSTEES OF ANY POTENTIAL CONFLICT OF INTEREST BEFORE TRANSACTIONS ARE PERFORMED. BOARD MEMBERS ARE ALSO REQUIRED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE ANY POTENTIAL OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: SEE SCHEDULE J PART III SUPPLEMENTAL INFORMATION LINE 15B: THE HUMAN RESOURCE DEPARTMENT PERFORMS A THOROUGH MARKET COMPARISON OF ALL POSITIONS AT LEAST EVERY TWO YEARS, COMPARING A MINIMUM OF THREE COMPARABLE WAGES, CONSIDERING JOB RESPONSIBILITIES, AS WELL AS REGIONAL COST OF LIVING ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 THE ZOO'S ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE GENERALLY MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENT -535,643. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PHOENIX ZOO HOLDINGS LLC 455 N GALVIN PKWY PHOENIX AZ 85008 TO FACILITATE THE ACCEPTANCE AND EVENTUAL SALE OF DONATED REAL ESTATE. AZ 0 555000 ARIZONA CENTER FOR NATURE CONSERVATION THE PHOENIX ZOO AUXILIARY 455 N GALVIN PKWY PHOENIX AZ 85008 201917394 SUPPORT ACNC AZ 501(C)(3) LINE 11C, III-FI NONE 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0