SANTA BARBARA ZOOLOGICAL FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA ZOOLOGICAL FOUNDATION (EIN 95-2268554)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201312249349302461
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T15:44:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953680171 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E VICTORIA ST 2ND FLOOR | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931012018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952268554 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA ZOOLOGICAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8059625339 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NINOS DRIVE | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD BLOCK | Name |
| Title | CEO | Title |
| Phone | 8059625339 | Phone |
| Date Signed | 2013-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISLEY N REED CPA | Name |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD BLOCK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NINOS DRIVE | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17470044 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SANTABARBARAZOO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO MAINTAIN AND OPERATE ZOO FACILITIES LOCATED IN SANTA BARBARA, CALIFORNIA FOR THE BENEFIT AND EDUCATION OF THE GENERAL PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 241 | TotalNbrEmployees |
| Total Nbr Volunteers | 794 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3068879 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2708712 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4404020 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5022077 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 167821 | InvestmentIncomePriorYear |
| Investment Income Current Year | 295601 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1861916 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2092966 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9502636 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10119356 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5437796 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5748041 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 597056 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3274493 | OtherExpensePriorYear |
| Other Expenses Current Year | 3532553 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8712289 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9280594 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 790347 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 838762 | RevenuesLessExpensesCY |
| Total Assets BOY | 26101553 | TotalAssetsBOY |
| Total Assets EOY | 27188011 | TotalAssetsEOY |
| Total Liabilities BOY | 995795 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1262521 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25105758 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25925490 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE SANTA BARBARA ZOO IS DEDICATED TO THE PRESERVATION, CONSERVATION, AND ENHANCEMENT OF THE NATURAL WORLD AND ITS LIVING TREASURES THROUGH EDUCATION, RESEARCH, AND RECREATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7641258 | Expense |
| Revenue | 6945156 | Revenue |
| Description | OPERATION AND MAINTENANCE OF FAMILY PARK AND ANIMAL ZOO. | Description |
| Total Program Service Expense | 7641258 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 241 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL BEDFORD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8059625339 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NINOS DRIVE | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOHN DIXON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| J TERRY SCHWARTZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRED BENKO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LEIGH CASHMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHARON JONES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CLAS LENSANDER | ||||||
| BOARD TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| KELLY MAGNE JENSEN | ||||||
| BOARD PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| GLENN MILLER MD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID PRICHARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| M BARRY SEMLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARBARA SMITH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HARRY GELLES | ||||||
| BOARD CO VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| CAROL KALLMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AMY PRYOR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MINDY DENSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VIRGINIA DREIER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBIN KOPEIKIN | ||||||
| BOARD SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| SHARON BRADFORD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS CALEEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN RUSSELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| YUL VANEK | ||||||
| BOARD CO VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| RICHARD BLOCK | ||||||
| CEO | 40.00 | 209556 | 0 | 40499 | X | |
| NANCY MCTOLDRIDGE | ||||||
| COO | 40.00 | 132662 | 0 | 28374 | X | |
| CAROL BEDFORD | ||||||
| CFO | 40.00 | 110959 | 0 | 21472 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 453177 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 90345 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TYNAN GROUP | |||||
| 2927 DE LA VINA STREET | SANTA BARBARA | CA | 93105 | CONSTRUCTION MANAGEMENT | 592801 |
| RINCON CATERING INC | |||||
| 3805 SANTA CLAUS LANE | CARPINTERIA | CA | 93013 | EVENT CATERING, FOOD, BAR SERVICE | 213779 |
| JORDANO'S INC | |||||
| PO BOX 6803 | SANTA BARBARA | CA | 93160 | FOOD FOR SALE, SUPPLIES & EQUIP | 201844 |
| WELLS MARKETING LLC | |||||
| 622 WILLOWGLEN RD | SANTA BARBARA | CA | 93105 | MARKETING CONSULTATION | 161094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Membership Dues | 1192622 | MembershipDues |
| All Other Contributions | 1516090 | AllOtherContributions |
| Noncash Contributions | 4651 | NoncashContributions |
| Total Contributions | 2708712 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ZOO ADMISSIONS | 900099 | 4359266 | 4359266 |
| EDUCATION PROGRAMS, CLASSES & LEC | 900099 | 458642 | 458642 |
| FOSTER FEEDERS | 900099 | 204169 | 204169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5022077 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 221760 | TotalRevenueColumn |
| Exclusion | $221,760 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 367546 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 367546 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 367546 | TotalRevenueColumn |
| Related Or Exempt Function Income | 367546 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6249445 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6175604 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73841 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73841 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73841 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 542160 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 298432 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 243728 | TotalRevenueColumn |
| Exclusion | $243,728 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2348812 | GrossSalesOfInventory |
| Cost Of Goods Sold | 876652 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1472160 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1472160 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC | Description |
| Business Code | 900000 | BusinessCode |
| Total Revenue Column | 9532 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9532 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9532 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10119356 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6945156 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $465,488 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543522 | Total |
| Program Services | 143032 | ProgramServices |
| Management And General | 213800 | ManagementAndGeneral |
| Fundraising | 186690 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4067913 | Total |
| Program Services | 3460256 | ProgramServices |
| Management And General | 340609 | ManagementAndGeneral |
| Fundraising | 267048 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215525 | Total |
| Program Services | 186655 | ProgramServices |
| Management And General | 18902 | ManagementAndGeneral |
| Fundraising | 9968 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540234 | Total |
| Program Services | 500257 | ProgramServices |
| Management And General | 21397 | ManagementAndGeneral |
| Fundraising | 18580 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380847 | Total |
| Program Services | 316020 | ProgramServices |
| Management And General | 35505 | ManagementAndGeneral |
| Fundraising | 29322 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23507 | Total |
| Program Services | 23507 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25878 | Total |
| Management And General | 25878 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25352 | Total |
| Program Services | 25352 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36202 | Total |
| Program Services | 22328 | ProgramServices |
| Fundraising | 13874 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240057 | Total |
| Program Services | 240057 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9708 | Total |
| Management And General | 9708 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76218 | Total |
| Management And General | 76218 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477793 | Total |
| Program Services | 441758 | ProgramServices |
| Management And General | 36035 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12466 | Total |
| Program Services | 12466 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46740 | Total |
| Program Services | 42878 | ProgramServices |
| Management And General | 2322 | ManagementAndGeneral |
| Fundraising | 1540 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1051619 | Total |
| Program Services | 912377 | ProgramServices |
| Management And General | 139242 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75262 | Total |
| Program Services | 65478 | ProgramServices |
| Management And General | 9784 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ANIMAL HEALTH | 247029 | 247029 | ||
| ANIMAL FOOD | 190095 | 190095 | ||
| SUPPLIES | 173645 | 92938 | 10790 | 69917 |
| ANIMAL MAINTENANCE | 163290 | 163290 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 657692 | Total |
| Program Services | 555485 | ProgramServices |
| Management And General | 102090 | ManagementAndGeneral |
| Fundraising | 117 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9280594 | Total |
| Program Services | 7641258 | ProgramServices |
| Management And General | 1042280 | ManagementAndGeneral |
| Fundraising | 597056 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28370 | BOY |
| EOY | 28510 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 644892 | BOY |
| EOY | 814982 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 992645 | BOY |
| EOY | 1004211 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40051 | BOY |
| EOY | 36698 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246120 | BOY |
| EOY | 273213 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175669 | BOY |
| EOY | 150156 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29338114 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10984864 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18029076 | BOY |
| EOY | 18353250 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5884516 | BOY |
| EOY | 6454199 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60214 | BOY |
| EOY | 72792 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26101553 | BOY |
| EOY | 27188011 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 610795 | BOY |
| EOY | 887520 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385000 | BOY |
| EOY | 375001 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 995795 | BOY |
| EOY | 1262521 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19492102 | BOY |
| EOY | 20141696 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4367721 | BOY |
| EOY | 4537859 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1245935 | BOY |
| EOY | 1245935 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25105758 | BOY |
| EOY | 25925490 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26101553 | BOY |
| EOY | 27188011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 838762 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -19030 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2147882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4408545 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1873632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3068879 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2708712 | CurrentTaxYear |
| Total | 14207650 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2147882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4408545 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1873632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3068879 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2708712 | CurrentTaxYear |
| Total | 14207650 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2072363 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12135287 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 328132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 177093 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 154166 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 206661 | CurrentTaxYearMinus1Year |
| Current Tax Year | 221760 | CurrentTaxYear |
| Total | 1087812 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37549 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 47328 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6498 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31034 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9532 | CurrentTaxYear |
| Total | 131941 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15427403 | TotalSupport |
| Gross Receipts From Admissions Etc | 33676043 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.78660 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75290 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1692569 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 166201 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1858770 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1654589 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 37980 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1692569 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1454067 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 200522 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1654589 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6088948 | BeginningOfYearBalance |
| Contributions | 443321 | Contributions |
| Investment Earnings Or Losses | 58132 | InvestmentEarningsOrLosses |
| Other Expenditures | 5136334 | OtherExpenditures |
| End Of Year Balance | 1454067 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7503310 | BeginningOfYearBalance |
| Contributions | 1015925 | Contributions |
| Investment Earnings Or Losses | -906309 | InvestmentEarningsOrLosses |
| Other Expenditures | 1497915 | OtherExpenditures |
| Administrative Expenses | 26063 | AdministrativeExpenses |
| End Of Year Balance | 6088948 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.11000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.67000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.22000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6710935 | OtherCostOrOtherBasis |
| Depreciation | 2493379 | Depreciation |
| Book Value | 4217556 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17289957 | OtherCostOrOtherBasis |
| Depreciation | 6259011 | Depreciation |
| Book Value | 11030946 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2800036 | OtherCostOrOtherBasis |
| Depreciation | 2079152 | Depreciation |
| Book Value | 720884 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2537186 | OtherCostOrOtherBasis |
| Depreciation | 153322 | Depreciation |
| Book Value | 2383864 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18353250 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POST RETIREMENT BENEFIT PAYABLE | Description |
| Amount | $375,001 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 375001 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 10700407 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 876652 | OtherRevenues |
| Revenue Not Rptd F990 | 876652 | RevenueNotRptdF990 |
| Revenue Subtotal | 9823755 | RevenueSubtotal |
| Other Revenues Not Included | 295601 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 295601 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10119356 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10157246 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 876652 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 876652 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9280594 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9280594 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT ASSETS ARE MAINTAINED AND INVESTED TO PROVIDE INCOME TO BE USED FOR OPERATIONS AND CAPITAL IMPROVEMENTS OF THE ZOO. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ZOO EVALUATES UNCERTAIN TAX POSITIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2012, THE ZOO HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE ZOO FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE ZOO IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009 AND 2008 RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS RETAIL SALES AND FOOD SERVICE 876,652. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST AND DIVIDENDS 221,760. REALIZED GAIN (LOSS) ON INVESTMENTS 73,841. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS RETAIL SALES AND FOOD SERVICE 876,652. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ZOOFARI | NameOfEvent1 |
| Gross Receipts Event1 | 351496 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 351496 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 32674 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 74269 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 4500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 112390 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DIGNITARIOS | NameOfEvent2 |
| Gross Receipts Event2 | 83857 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 83857 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 14703 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 22859 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 106807 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 106807 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 14061 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 800 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 22176 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 542160 | GrossReceiptsTotal |
| Gross Revenue Total Events | 542160 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 32674 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 103033 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5300 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 157425 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 298432 | DirectExpenseSummaryEvents |
| Net Income Summary | 243728 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD BLOCK | ||||||||||||||
| CEO | 209556 | 0 | 0 | 0 | 0 | 0 | 16967 | 0 | 23532 | 0 | 250055 | 0 | 0 | 0 |
| NANCY MCTOLDRIDGE | ||||||||||||||
| COO | 132662 | 0 | 0 | 0 | 0 | 0 | 10831 | 0 | 17543 | 0 | 161036 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KELLY MAGNE JENSEN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | PRESIDENT | Relationship |
| Amount Of Transaction | 4700 | AmountOfTransaction |
| Description Of Transaction | ARMS LENGTH PURCHASES OF AUDIO VISUAL EQUIPMENT AND SERVICES FROM COMPANY WHICH SHE OWNS, JENSEN AUDIOVISUAL CORP. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | BEFORE IT IS FILED WITH ANY TAX AGENCY, THE TAX RETURN IS REVIEWED IN DEPTH, COMPARED TO THE AUDIT REPORT AND OTHER FINANCIAL STATEMENTS. THE CEO ALSO REVIEWS THE TAX RETURN PRIOR TO FILING AND A COMPLETE COPY IS GIVEN ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN REQUESTS FOR PROPOSALS ARE MADE TO COMPANIES AFFILIATED WITH BOARD MEMBERS, MANAGEMENT ENSURES THAT THE GUIDELINES OF THE POLICY ARE FOLLOWED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE REVIEW OF THE ZOO'S CEO TAKES PLACE ANNUALLY BEGINNING IN JANUARY OF EACH YEAR. A REVIEW COMMITTEE IS FORMED CONSISTING OF THE BOARD PRESIDENT, USUALLY THE PAST-PRESIDENT, AND A THIRD MEMBER OF THE EXECUTIVE COMMITTEE. THE PROCESS IS INITIATED WHEN THE CEO PROVIDES A SELF-ASSESSMENT OF PERFORMANCE AGAINST GOALS TO THE REVIEW COMMITTEE. AN "UPWARD" EVALUATION BY THE ZOO'S MANAGEMENT STAFF IS ALSO CONDUCTED WITH THE RESULTS BEING SENT DIRECTLY TO THE CHAIR OF THE REVIEW COMMITTEE. COMPARABLE COMPENSATION DATA FOR THE INDUSTRY AND LOCAL NONPROFITS ARE OBTAINED. THE REVIEW COMMITTEE PREPARES AN ASSESSMENT OF THE CEO'S DOCUMENT, SUMMARIZES THE SURVEY RESULTS, AND SHARES THEIR FINDINGS WITH THE ENTIRE BOARD DURING AN EXECUTIVE SESSION. THE REVIEW COMMITTEE TAKES BOARD INPUT AND DRAFTS A PERFORMANCE EVALUATION AND COMPENSATION RECOMMENDATION THAT IS THEN APPROVED BY THE FULL BOARD DURING EXECUTIVE SESSION. FOLLOWING RECEIPT OF FINAL APPROVAL, THE REVIEW COMMITTEE SHARES THEIR DOCUMENTED EVALUATION WITH THE CEO. THE COMMITTEE ALSO REVIEWS AND APPROVES COMPENSATION FOR OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. ANNUAL AUDITED FINANCIAL STATEMENTS ALSO AVAILABLE ON ORGANIZATION'S WEB SITE. |
| FORM 990, PART XI, LINE 2C | THE AUDIT COMMITTEE REVIEWS THE AUDIT REPORT AND THE FINAL AUDIT REPORT IS APPROVED BY THE FULL BOARD OF DIRECTORS. |
Comments