2015-11-24T10:49:49-06:00 2015-03-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2014-04-01 362512404 LINCOLN PARK ZOOLOGICAL SOCIETY LINC 3127422000 2001 NORTH CLARK STREET CHICAGO IL 60614 KEVIN J BELL PRESIDENT & CEO 3127422000 2015-11-20 1 LU ANN TRAPP P01506476 3122071040 2015-11-20 2014 2016-04-25 22:37:26Z TROY BARESEL 2001 NORTH CLARK STREET CHICAGO IL 60614 44517186 0 X LPZOO.ORG X 1959 IL TO CONNECT PEOPLE WITH NATURE THROUGH EDUCATION, SCIENCE AND CONSERVATION PROGRAMS. 56 55 452 370 1245554 7783 29600606 26845084 8194475 9024831 2430727 4301753 2302820 2147419 42528628 42319087 10425 34144 0 0 15095585 16248491 77770 0 2611418 14572916 23576653 29756696 39859288 12771932 2459799 143956098 159389127 48062611 59662222 95893487 99726905 X THE LINCOLN PARK ZOOLOGICAL SOCIETY IS CREATED AND ORGANIZED, AND SHALL BE OPERATED, EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES. THE SPECIAL PURPOSE FOR WHICH THE SOCIETY IS CREATED AND ORGANIZED IS TO AID IN THE IMPROVEMENT, MAINTENANCE, AND OPERATION OF LINCOLN PARK ZOO, LOCATED IN LINCOLN PARK IN THE CITY OF CHICAGO, ILLINOIS. 0 0 18664371 BUILDINGS AND GROUNDSSET ON NEARLY 49 ACRES OF PARK-LIKE SETTING, LINCOLN PARK ZOO IS ONE OF THE FEW ZOOS IN THE NATION THAT OFFERS FREE YEAR-ROUND ADMISSION AND IS HOME TO MORE THAN 900 ANIMALS, MANY OF WHICH ARE ENDANGERED OR THREATENED, THAT LIVE IN A VARIETY OF HISTORICALLY SIGNIFICANT BUILDINGS. 9149565 26794 ANIMAL CARE AND CONSERVATIONLINCOLN PARK ZOO HAS ONE OF THE LARGEST ZOO-BASED CONSERVATION & SCIENCE DEPARTMENTS IN THE COUNTRY, WITH EXPERTS IN AREAS INCLUDING BEHAVIORAL RESEARCH, COMPUTER MODELING, POPULATION PLANNING AND THE STUDY OF STRESS, REPRODUCTION AND DISEASE. 3115298 6660027 VISITOR SERVICESAPPROXIMATELY 3.5 MILLION VISITORS COME TO ZOO GROUNDS EVERY YEAR TO DISCOVER THE WONDERS OF WILDLIFE IN THE HEART OF CHICAGO. 4210379 7350 2364804 OTHER PROGRAM SERVICES - INCLUDING PUBLIC EDUCATION AND MEMBERSHIP 4210379 7350 2364804 35139613 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 1 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 38 2 1 452 1 1 1 0 0 0 0 1 1 0 0 0 0 X 56 55 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X TROY D BARESEL 3127422095 2001 N CLARK STREET CHICAGO IL 60614 KEVIN J BELL PRESIDENT & CEO 40.00 0.00 X X 439655 0 28615 JOHN R ETTELSON CHAIRMAN 1.00 0.00 X X 0 0 0 THOMAS L MCLEARY VICE CHAIR 1.00 0.00 X X 0 0 0 C JOHN MOSTOFI VICE CHAIR OF FINANCE 1.00 0.00 X X 0 0 0 MARY B BABSON SECRETARY 1.00 0.00 X X 0 0 0 JOHN ALEXANDER TRUSTEE 1.00 0.00 X 0 0 0 CHARLES BARONE TRUSTEE 1.00 0.00 X 0 0 0 TRACEY E BENFORD TRUSTEE 1.00 0.00 X 0 0 0 ANN H BENJAMIN TRUSTEE 1.00 0.00 X 0 0 0 DAVID P BOLGER TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN BONNER TRUSTEE 1.00 0.00 X 0 0 0 BIFF BOWMAN TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH S CARR TRUSTEE 1.00 0.00 X 0 0 0 JAMES E COMPTON TRUSTEE 1.00 0.00 X 0 0 0 SEAN J CONLON TRUSTEE 1.00 0.00 X 0 0 0 MAREILE CUSACK TRUSTEE 1.00 0.00 X 0 0 0 FRANCESCA M EDWARDSON TRUSTEE 1.00 0.00 X 0 0 0 MARC S FELDSTEIN MD TRUSTEE 1.00 0.00 X 0 0 0 ANDREW J FILIPOWSKI TRUSTEE 1.00 0.00 X 0 0 0 DOUG C GRISSOM TRUSTEE 1.00 0.00 X 0 0 0 SHILPI GUPTA TRUSTEE 1.00 0.00 X 0 0 0 STEPHANIE F HARRIS TRUSTEE 1.00 0.00 X 0 0 0 BARBARA HIGGINS TRUSTEE 1.00 0.00 X 0 0 0 ROGER G HILL II TRUSTEE 1.00 0.00 X 0 0 0 J THOMAS HURVIS TRUSTEE 1.00 0.00 X 0 0 0 JAMEE F KANE TRUSTEE 1.00 0.00 X 0 0 0 JON KAPLAN TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH KARLSON TRUSTEE 1.00 0.00 X 0 0 0 DAVID M KELLER TRUSTEE 1.00 0.00 X 0 0 0 JUDY KELLER TRUSTEE 1.00 0.00 X 0 0 0 BARBARA MALOTT KIZZIAH TRUSTEE 1.00 0.00 X 0 0 0 JENNIFER AMES LAZARRE TRUSTEE 1.00 0.00 X 0 0 0 ANNA LIVINGSTON TRUSTEE 1.00 0.00 X 0 0 0 RANDALL E MEHRBERG TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH MIHAS TRUSTEE 1.00 0.00 X 0 0 0 STUART C NATHAN TRUSTEE 1.00 0.00 X 0 0 0 JAMES M NEIS TRUSTEE 1.00 0.00 X 0 0 0 DAVID L NICHOLS TRUSTEE 1.00 0.00 X 0 0 0 CARLETON PEARL TRUSTEE 1.00 0.00 X 0 0 0 GREG PEARLMAN TRUSTEE 1.00 0.00 X 0 0 0 ANNE PRAMAGGIORE TRUSTEE 1.00 0.00 X 0 0 0 MAYARI A PRITZKER TRUSTEE 1.00 0.00 X 0 0 0 JAY PROOPS TRUSTEE 1.00 0.00 X 0 0 0 KELLY DARIN RAINKO TRUSTEE 1.00 0.00 X 0 0 0 SUSAN REGENSTEIN TRUSTEE 1.00 0.00 X 0 0 0 MYRA REILLY TRUSTEE 1.00 0.00 X 0 0 0 JOHN RODI TRUSTEE 1.00 0.00 X 0 0 0 CAROLE B SEGAL TRUSTEE 1.00 0.00 X 0 0 0 RICHARD L SEVCIK TRUSTEE 1.00 0.00 X 0 0 0 SUSAN SHERMAN DVM TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH FOLEY SWANSON TRUSTEE 1.00 0.00 X 0 0 0 TONY L TOULOUSE TRUSTEE 1.00 0.00 X 0 0 0 KIMBRA WALTER TRUSTEE 1.00 0.00 X 0 0 0 HOSSEIN YOUSSEFI TRUSTEE 1.00 0.00 X 0 0 0 JOHN M CASPER EX OFFICIO 1.00 0.00 X 0 0 0 KIMBERLY H THEISS EX OFFICIO 1.00 0.00 X 0 0 0 TROY D BARESEL SR. VP OPERATIONS & CFO 40.00 0.00 X 221707 0 23753 LYNNE NIEMAN CAMPAIGN DIRECTOR 40.00 0.00 X 169339 0 13249 CHRISTINE M ZRINSKY VICE PRESIDENT FOR DEVELOPMENT 40.00 0.00 X 162149 0 15802 STEVEN D THOMPSON SENIOR VICE PRESIDENT OF CAPITAL AND PROGRAMMATIC 40.00 0.00 X 146738 0 21999 MARYBETH C JOHNSON VICE PRESIDENT OF GOVERNMENTAL AFFAIRS 40.00 0.00 X 130059 0 17102 MEGAN R ROSS VICE PRESIDENT OF ANIMAL CARE 40.00 0.00 X 123306 0 8234 1392953 0 128754 10 0 1 0 PEPPER CONSTRUCTION INC 643 N ORLEANS STREET CHICAGO IL 606542833 CONSTRUCTION SERVICES 10525856 EIGHT ARCHITECTS INC 308 W ERIE SUITE 506 CHICAGO IL 60654 ARCHITECTURAL DESIGN SERVICES 1692830 DTZ INC 4002 SOLUTIONS CENTER CHICAGO IL 60677 ENGINEERING SERVICES 1330646 WALLACE PAVING 624 E PARK AVENUE LIBERTYVILLE IL 60048 PAVEMENT CONSTRUCTION SERVICES 393939 MONTERREY SECURITY 2232 S BLUE ISLAND CHICAGO IL 60608 SECURITY AND GUEST SERVICES 289012 15 98867 1178741 5748531 19818945 2685780 26845084 PARKING 561499 2863357 2863357 CAFETERIA 561499 1738003 1738003 MEMBERSHIP DUES 611710 1249253 1249253 VISITOR SERVICES 561499 1129004 1129004 OTHER PROGRAMS 611710 1115552 886748 228804 929662 929662 9024831 1262268 1262268 848045 382655 465390 465390 465390 3039485 0 3039485 3039485 3039485 512578 1178741 483974 28604 28604 60760 0 60760 60760 2924135 1331470 1592665 347111 1245554 42319087 3878164 1245554 10350285 X 29644 29644 4500 4500 725180 580144 145036 12873259 10068811 1187183 1617265 481863 376889 44438 60536 1197709 907108 131612 158989 970480 759919 94684 115877 6972 5229 1743 50950 50950 11195 11195 87360 87360 4380886 4242780 63955 74151 119605 116191 1035 2379 714833 711083 3700 50 384364 338827 26156 19381 291861 141914 12117 137830 43235 43235 247580 206581 33151 7848 384489 321857 23313 39319 ZOO IMPROVEMENTS 12328388 12302374 307 25707 EQUIPMENT MAINTENANCE A 1166653 1095097 19805 51751 SUPPLIES 1101414 966838 18882 115694 ANIMAL NUTRITION AND TR 550906 550906 1705962 1369686 162830 173446 39859288 35139613 2108257 2611418 5919580 11965685 6430459 8421053 38614379 37844482 130292 212653 468473 434494 632560 554254 3429006 1917868 1529083 1511138 56183405 61049750 34047867 37395618 143956098 159389127 4083639 4009524 676996 652698 43301976 55000000 48062611 59662222 X 39672234 40910791 22822194 25341632 33399059 33474482 95893487 99726905 143956098 159389127 X 2459799 1748619 -375000 X 0 1 X 1 0 X 14323294 15699386 40342415 30849253 28094337 129308685 14323294 15699386 40342415 30849253 28094337 129308685 23938178 105370507 2262643 1914225 2195625 2022367 2110313 10505173 8783 8783 139822641 13793758 0.75360 0.74510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 185231 185231 0 PART II-B, LINE 1: IN FY15 LINCOLN PARK ZOOLOGICAL SOCIETY HIRED A NEW VICE PRESIDENT OF GOVERNMENTAL AFFAIRS. THIS PERSON IS RESPONSIBLE FOR THE DEVELOPMENT, OVERSIGHT, AND EXECUTION OF LINCOLN PARK ZOO'S STRATEGIC INITIATIVES, ISSUES AND PROGRAMS TO ELECTED OFFICIALS AND STAKEHOLDERS LOCALLY, REGIONALLY, AND NATIONALLY. THE VP OF GOVERNMENTAL AFFAIRS SERVES AS LIAISON WITH LOCAL, REGIONAL AND NATIONAL COMMUNITY, BUSINESS, SOCIAL AND CIVIC ORGANIZATIONS. THERE WAS ONE MONTH OF PAYMENT TO AN OUTSIDE CONSULTANT TO IDENTIFY AND HELP DEVELOP STRATEGIES TO INCREASE FEDERAL SUPPORT OF IMPORTANT LINCOLN PARK ZOO PROJECTS AS THE ZOO TRANSITIONED TO A FULL TIME STAFF PERSON FOR THESE ACTIVITES. ADDITIONALLY THE ORGANIZATION CONTINUES TO PAY A SMALL FEE TO MUSEUMS IN THE PARK FOR COORDINATED SUPPORT INITIATIVES WITH OTHER AREA CULTURAL INSTITUTIONS. X X X X 0 47551876 75423 2734999 946702 49415596 38110818 5680094 4940982 1180018 47551876 34750962 505080 3629360 774584 38110818 35301272 26692 290771 867773 34750962 33304610 226657 3363712 1504134 89573 35301272 0.00000 0.67740 0.32260 0 0 2030227 1091132 939095 1336296 771655 564641 62483 55081 7402 1511138 HEDGE FUNDS 37395618 F 37395618 X 45065242 1748619 14581 1589664 3352864 41712378 606709 606709 42319087 40856824 14581 1589664 1604245 39252579 606709 606709 39859288 PART III, LINE 1A: ANIMAL COLLECTION - IN CONNECTION WITH THE PRIVATIZATION AGREEMENT, OWNERSHIP OF THE ZOO'S ANIMAL COLLECTION WAS TRANSFERRED TO THE SOCIETY. THE SOCIETY HAS ESTABLISHED A POLICY OF NOT CAPITALIZING THE ANIMAL COLLECTION. NO GAINS OR LOSSES REGARDING COLLECTION TRANSACTIONS ARE RECOGNIZED IN THE FINANCIAL STATEMENTS. ALL EXPENSES REGARDING COLLECTION TRANSACTIONS ARE REFLECTED IN THE ACCOMPANYING STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. PART III, LINE 4: ANIMAL COLLECTION - ALL OF THE APPROXIMATELY 900 ANIMALS (EXCLUDING FISH AND INVERTEBRATES) FOUND AT LINCOLN PARK ZOO ACT AS AMBASSADORS FOR THEIR COUNTERPARTS IN THE WILD. THIS LIVING COLLECTION OF ANIMALS PROVIDES THE BASIS FOR US TO ENGAGE VISITORS AND EDUCATE THE PUBLIC ABOUT CONSERVATION, ECOLOGY, POPULATION BIOLOGY, BEHAVIOR AND NATURAL HISTORY OF THE ANIMALS. PART V, LINE 4: THE SOCIETY'S ENDOWMENT CONSISTS OF APPROXIMATELY 19 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH INCLUDE THE FUNDING OF THE SOCIETY'S ANIMAL CARE, CONSERVATION AND SCIENCE, EDUCATION, HORTICULTURE AND SCULPTURES, AND GENERAL OPERATIONS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SOCIETY AND RECOGNIZE A TAX LIABILITY IF THE SOCIETY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SOCIETY, AND HAS CONCLUDED THAT AS OF MARCH 31, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SOCIETY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 483,974. COST OF GOODS SOLD 1,105,690. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER NON-COST OF GOODS SOLD EXPENSES - LIQUOR AND CATERING EXPENSES 606,709. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 483,974. COST OF GOODS SOLD 1,105,690. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER NON-COST OF GOODS SOLD EXPENSES - LIQUOR AND CATERING EXPENSES 606,709. SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 1 PROGRAM SERVICE (GRANT-FUNDED) GOUALOUGO TRIANGLE APE PROJECT - APE BEHAVIOR AND CONSERVATION (CONGO) 192228 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 2 PROGRAM SERVICE (GRANT-FUNDED) SERENGETI HEALTH INITIATIVE - ECOSYSTEM PRESERVATION (TANZANIA) 50724 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 33609993 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE (GRANT-FUNDED) TRAVEL FOR CONFERENCE (HANOI) 2665 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE (GRANT-FUNDED) JAPANESE MACAQUES 27689 0 3 0 0 0 3 33883299 0 33883299 0 0 0 0 0 0 ZOO BALL 1238275 1007325 230950 376560 ZOO-LA 273809 79259 194550 21879 1 179235 92157 87078 85535 1691319 1178741 512578 483974 483974 28604 60760 1 0.20000 60760 60760 IL 1 0 1 0 0.96000 0.04000 CARLY MULLINEX 2001 N CLARK ST CHICAGO IL 60614 0 CARLY MULLINEX OVERSIGHT OF GAMING BOOKS AND RECORDS X 0 1 CENTRAL WASHINGTON UNIVERSITY 400 EAST UNIVERSITY WAY ELLENSBURG WA 98926 916000618 GOV'T 26794 EDUCATION AND TRAINING 1 PART I, LINE 2: PAYMENTS WERE MADE DIRECTLY TO THE UNIVERSITY TO ENSURE PROPER USE OF FUNDS. X X X X 0 1 0 0 0 0 0 1 0 KEVIN J BELL PRESIDENT & CEO 412221 0 16500 0 10934 0 15427 0 13188 0 468270 0 0 0 TROY D BARESEL SR. VP OPERATIONS & CFO 211207 0 10500 0 0 0 12277 0 11476 0 245460 0 0 0 LYNNE NIEMAN CAMPAIGN DIRECTOR 169339 0 0 0 0 0 6768 0 6481 0 182588 0 0 0 CHRISTINE M ZRINSKY VICE PRESIDENT FOR DEVELOPMENT 151699 0 10450 0 0 0 9374 0 6428 0 177951 0 0 0 STEVEN D THOMPSON SENIOR VICE PRESIDENT OF CAPITAL AND 146738 0 0 0 0 0 8914 0 13085 0 168737 0 0 0 PART I, LINE 4B THE PRESIDENT/CEO PARTICIPATES IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN (457F - NORTHERN TRUST). NO PAYMENTS WERE MADE IN FY15. THE VP OF DEVELOPMENT AND THE VP OF ANIMAL CARE PARTICPATE IN A SEPARATE NON-QUALIFIED DEFERRED COMPENSATION PLAN THAT BEGAN IN FY15 (457F PRINCIPAL) - NO PAYMENTS WERE MADE. THE PRINCIPAL 457F PLAN IS NOT FUNDED. PART I, LINE 7 THE BOARD APPROVED A BONUS TO SELECT STAFF BASED ON PERFORMANCE AND THE FINANCIAL RESULTS OF THE ORGANIZATION. A A ILLINOIS EDUCATIONAL FACILITIES AUTHORITY 521297563 45200MSM7 2003-12-18 5000000 FINANCE THE ACQUISTION, CONSTRUCTION, AND RENOVATION OF ZOO FACILITIES. 0 0 1 B B ILLINOIS EDUCATIONAL FACILITIES AUTHORITY 521297563 45200MSN5 2003-12-18 5000000 FINANCE THE ACQUISTION, CONSTRUCTION, AND RENOVATION OF ZOO FACILITIES. 0 0 1 C C ILLINOIS FINANCE AUTHORITY 861091967 45203JBB3 2013-11-26 15000000 FINANCE THE ACQUISTION, CONSTRUCTION, AND RENOVATION OF ZOO FACILITIES. 0 0 1 A 5000000 53000 2004 0 0 1 1 B 5000000 53000 2004 0 0 1 1 C 15000000 88555 11698024 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 C 0 0 1 0 1 0 0 0 1 A 1 B 1 C 1 HOSSEIN YOUSSEFI TRUSTEE 10525856 THE SOCIETY USED PEPPER CONSTRUCTION, INC. FOR CONSTRUCTION SERVICES. TRUSTEE, HOSSEIN YOUSSEFI, SERVES AS A DIRECTOR OF PEPPER CONSTRUCTION, INC. THIS TRANSACTION FOLLOWED THE SOCIETY'S ESTABLISHED PROCUREMENT POLICY AND RATES ARE COMPETITIVE WITH MARKET RATES. MR. YOUSSEFI WAS NOT INVOLVED IN THE NEGOTIATIONS OR FINAL DECISION. 0 BIFF BOWMAN TRUSTEE 290354 THE SOCIETY USED NORTHERN TRUST FOR GENERAL BANKING, INVESTMENT AND LETTER OF CREDIT SERVICES. TRUSTEE, S. BIFF BOWMAN, SERVES AS AN EXECUTIVE OFFICER AT NORTHERN TRUST, BUT DOES NOT DIRECTLY OVERSEE THESE FUNCTIONS AT NORTHERN TRUST. THIS TRANSACTION FOLLOWED THE SOCIETY'S ESTABLISHED PROCUREMENT POLICY AND RATES ARE COMPETITIVE WITH MARKET RATES. MR. BOWMAN WAS NOT INVOLVED IN THE NEGOTIATIONS OR FINAL DECISION 0 X 45 2607697 NYSE X FIXED ASSETS 2 41170 COST X SOFTWARE 1 36908 COST 0 1 1 PART I, LINE 32B: A STOCKBROKER IS ENGAGED TO SELL DONATED SECURITIES IMMEDIATELY UPON RECEIPT. A REAL ESTATE APPRAISER AND AGENT ARE APPOINTED TO VALUE AND LIST/SELL AND REAL ESTATE PROPERTY THAT IS DONATED. FORM 990, PART I, LINE 6: LINCOLN PARK ZOO HAS APPROXIMATELY 370 VOLUNTEERS THAT PROVIDE SERVICE ON A WEEKLY BASIS THROUGHOUT THE YEAR. THESE VOLUNTEERS ARE INVOLVED IN THE FOLLOWING AREAS: GUEST ENGAGEMENT AMBASSADORS, FARM-IN-THE-ZOO, GUEST RELATIONS, RETAIL, MAIN ZOO GARDENING, NATURE BOARDWALK GARDENING, EDIBLE GARDEN, VOLUNTEER ENRICHMENT GROUP, ADMINISTRATION, CONSERVATION AND SCIENCE, ZOOMONITOR, AND PUBLIC PROGRAMS. IN ADDITION, OVER 500 EXTERNAL VOLUNTEERS COME TO HELP WITH SPECIAL EVENTS INCLUDING ZOOLIGHTS AND RUN FOR THE ZOO. FORM 990, PART VI, SECTION A, LINE 2 JAMEE F. KANE, DIRECTOR AND STEPHANIE FIELD HARRIS, DIRECTOR - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11 THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO THE ORGANIZATION'S MANAGEMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE ANNUALLY REQUIRED TO PREPARE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. POTENTIAL CONFLICTS ARE LOGGED WITH AND MONITORED BY THE ORGANIZATION'S MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND CFO INCLUDE A REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD BASED ON COMPARABLE DATA OF SIMILAR ORGANIZATIONS AND POSITIONS. THE RESULTS ARE DOCUMENTED IN WRITING. THE CEO AND CFO ARE NOT PART OF THE COMPENSATION COMMITTEE AND ARE NOT INVOLVED IN THESE COMPENSATION REVIEW PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE APPLICABLE GOVERNMENTAL AGENCIES AND BY REQUEST TO THE ORGANIZATION. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE ORGANIZATION. FORM 990, PART IX, LINE 11G PLANNING/DESIGN FOR NEW EXHIBITS: PROGRAM SERVICE EXPENSES 1,229,185. MANAGEMENT AND GENERAL EXPENSES 7,837. FUNDRAISING EXPENSES 21,167. TOTAL EXPENSES 1,258,189. ENGINEERING AND SPECIALTY TRADE SERVICES: PROGRAM SERVICE EXPENSES 1,420,264. MANAGEMENT AND GENERAL EXPENSES 26,214. FUNDRAISING EXPENSES 24,751. TOTAL EXPENSES 1,471,229. GROUNDS MAINTENANCE AND LANDSCAPING SERVICES: PROGRAM SERVICE EXPENSES 134,808. MANAGEMENT AND GENERAL EXPENSES 2,488. FUNDRAISING EXPENSES 2,349. TOTAL EXPENSES 139,645. PUBLIC SAFETY SERVICES: PROGRAM SERVICE EXPENSES 278,044. MANAGEMENT AND GENERAL EXPENSES 5,132. FUNDRAISING EXPENSES 4,845. TOTAL EXPENSES 288,021. LAB AND VETERINARY SERVICES: PROGRAM SERVICE EXPENSES 163,848. MANAGEMENT AND GENERAL EXPENSES 3,024. FUNDRAISING EXPENSES 2,855. TOTAL EXPENSES 169,727. CONSERVATION RESEARCH, LAB AND CONSULTING PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 140,007. MANAGEMENT AND GENERAL EXPENSES 3,079. FUNDRAISING EXPENSES 2,907. TOTAL EXPENSES 145,993. MARKETING/BRANDING CONSULTANT: PROGRAM SERVICE EXPENSES 66,503. MANAGEMENT AND GENERAL EXPENSES 1,227. FUNDRAISING EXPENSES 1,159. TOTAL EXPENSES 68,889. ENTERTAINMENT SERVICES (NON-FUNDRAISING EVENTS): PROGRAM SERVICE EXPENSES 115,697. MANAGEMENT AND GENERAL EXPENSES 2,135. FUNDRAISING EXPENSES 2,016. TOTAL EXPENSES 119,848. SPECIAL EVENT MANAGEMENT FEES (NON-FUNDRAISING EVENTS): PROGRAM SERVICE EXPENSES 94,586. MANAGEMENT AND GENERAL EXPENSES 1,746. FUNDRAISING EXPENSES 1,648. TOTAL EXPENSES 97,980. WASTE REMOVAL SERVICES: PROGRAM SERVICE EXPENSES 100,317. MANAGEMENT AND GENERAL EXPENSES 1,852. FUNDRAISING EXPENSES 1,748. TOTAL EXPENSES 103,917. WEBSITE FEES: PROGRAM SERVICE EXPENSES 29,269. MANAGEMENT AND GENERAL EXPENSES 540. FUNDRAISING EXPENSES 510. TOTAL EXPENSES 30,319. OTHER: PROGRAM SERVICE EXPENSES 470,252. MANAGEMENT AND GENERAL EXPENSES 8,681. FUNDRAISING EXPENSES 8,196. TOTAL EXPENSES 487,129. FORM 990, PART XI, LINE 9: WRITE-OFF OF PLEDGES RECEIVABLE -375,000.