2012-05-14T14:02:12-07:00 2011-12-31 990 2011-01-01 386027356 DETROIT ZOOLOGICAL SOCIETY DETR 2485415717 8450 W 10 Mile Road Royal Oak MI 48067 John Krueger 2483365710 2012-05-07 2011 2016-02-24 21:20:13Z Ron Kagan CEO 8450 W 10 Mile Road Royal Oak MI 48067 32565506 0 X http://www.detroitzoo.org/ X 1942 MI Celebrating and Saving Wildlife 57 56 411 1133 0 0 15462929 16492606 8701652 12307019 135632 288244 2157221 2949320 26457434 32037189 56558 110489 0 0 10788691 13964262 0 0 1036118 9834995 17354554 20680244 31429305 5777190 607884 35579174 34740353 11528436 10570282 24050738 24170071 The Detroit Zoological Society's Statement of Purpose is : Celebrating and Saving Wildlife. 0 0 5485383 4557 0 The Detroit Zoological Society continues its mission of celebrating and saving wildlife by demonstrating leadership in animal care, wildlife conservation and animal welfare. The Detroit Zoo had 7,782 individual animals representing 295 species in its care as of December 31, 2011. The Detroit Zoo is an active participant in animal conservation through breeding programs for threatened and endangered species as well as local field programs the Zoo leads and international field programs the Zoo supports. These programs are the work of dedicated Detroit Zoo staff working with partners from state and federal governments, universities, conservation organizations and other zoos. The Detroit Zoological Society's Center for Zoo Animal Welfare is a resource center for captive animal welfare knowledge, research and best practices; a convener and forum for exotic animal welfare science, practice and policy discussions; and a center conducting research and training, and recognizing advances in exotic animal welfare. 3953845 105932 345737 The Detroit Zoological Society continues to provide a broad audience with outstanding and unique educational opportunities that lead to the appreciation and stewardship of nature through its Humane Education Academy and school programs. The Humane Education Academy offers a broad range of programs designed to meet the needs of our diverse audiences. Unique and engaging programs utilize a variety of instructional strategies - including traditional instruction, storytelling, role-playing, theater and virtual technology - to match the various learning styles of the community. Through participation in formal and informal experiences, audiences understand the need to treat other living creatures with respect, responsibility and compassion. The Berman Academy for Humane Education was created to help people help animals. Other education programs at the Detroit Zoo include school programs that complement Michigan Grade Level and High School Content Expectations, Summer Safari Camp, scout programs and family/community programs. 2509249 0 11961282 The Detroit Zoological Society continues to inspire the community with engaging, meaningful and memorable experiences. In 2011 the Detroit Zoo welcomed more than 1.2 million visitors. In addition to animal experiences, other attractions at the Zoo include the 3-D/4-D Theater, the Wild Adventure Ride, Giraffe Encounter, Tauber Family Railroad and, new in 2011, Science On a Sphere and the Carousel. Visitors can also participate in Zoo-sponsored events including Earth Day, Sunset at the Zoo, Meet Your Best Friend, Run Wild and Zoo Boo, as well as private events including weddings, birthdays and picnics. 15278173 0 0 The Detroit Zoological Society continues to demonstrate organizational excellence consistent with a commitment to outstanding service, progressive resource management and environment leadership. The Society maintains grounds of 125 acres and 78 different buildings where staff members and volunteers are committed to lessening their environmental impact on the Earth. The Detroit Zoological Society has developed a unique, green roadmap called the Greenprint. This comprehensive strategic plan guides our operations and is the plan by which we refine and improve our facilities and daily practices, develop new policies and programs and improve green literacy in our community. 15278173 0 0 27226650 1 1 0 1 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 86 0 411 1 0 0 0 0 0 1 1 0 0 0 0 X 57 56 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X John Krueger CFO Detroit Zoological Society 2485415717 8450 W 10 Mile Road Royal Oak MI 48067 Matthew S Ahearn 1 X 0 0 0 Lynn Ford Alandt 1 X 0 0 0 Larry Alexander 1 X 0 0 0 N Charles Anderson 1 X 0 0 0 Alisha Bell 1 X 0 0 0 Madeleine H Berman 1 X 0 0 0 Thomas C Buhl 1 X 0 0 0 Shery L Cotton 1 X 0 0 0 Kay Cowger 1 X 0 0 0 Mary Kay Crain 1 X 0 0 0 Matthew P Cullen 1 X 0 0 0 Michael E Duggan 1 X 0 0 0 David E Duprey 1 X 0 0 0 Matthew B Elliott 1 X 0 0 0 Charles Ellis 1 X 0 0 0 John Erb 1 X 0 0 0 Burton D Farbman 1 X 0 0 0 Melissa Fazio 1 X 0 0 0 Jennifer Fischer 1 X 0 0 0 Marjorie M Fisher 1 X 0 0 0 Cynthia Ford 1 X 0 0 0 Linda Gillum 1 X 0 0 0 Allan D Gilmour 1 X 0 0 0 Ruth R Glancy 1 X 0 0 0 Jeff Hauswirth 1 X 0 0 0 Marina A Houghton 1 X 0 0 0 Paul Huxley 1 X 0 0 0 Hassan Jaber 1 X 0 0 0 Hiram Jackson 1 X 0 0 0 Michael W Jamieson 1 X 0 0 0 George G Johnson 1 X 0 0 0 Alan Kalter 1 X 0 0 0 Mark A Kelley 1 X 0 0 0 Tom Lewand 1 X 0 0 0 Denise J Lewis 2 X 0 0 0 Albert L Lorenzo 1 X 0 0 0 Victor Martin 1 X 0 0 0 David Page 1 X 0 0 0 Shawn Patterson 1 X 0 0 0 Sandra Pierce 1 X 0 0 0 Richard B Platt 1 X 0 0 0 Stephen R Polk 2 X 0 0 0 Marian M Roberge 1 X 0 0 0 Sue Rocca 1 X 0 0 0 James Rosenthal 1 X 0 0 0 Rick Ruffner 1 X 0 0 0 Lloyd A Semple 1 X X 0 0 0 Andre Spivey 1 X 0 0 0 Shirley R Stancato 1 X 0 0 0 John G Sznewajs 2 X X 0 0 0 James Tate 4 X 0 0 0 Joel D Tauber 1 X 0 0 0 Gail L Warden 4 X X 0 0 0 Linda Wasserman Aviv 2 X 0 0 0 Sean Werdlow 1 X 0 0 0 Jeffrey K Willemain 1 X 0 0 0 William M Wolfson 1 X 0 0 0 Ron L Kagan 50 X 284200 0 8444 John F Krueger 50 X 118985 0 15539 Margaret A Tallet 50 X 189660 0 17923 Scott F Carter 50 X 133580 0 19601 Richard Friday 40 X 127247 0 16366 Thomas Guajardo 40 X 108290 0 17225 961962 0 95098 6 0 1 0 Turner Construction Company 535 Griswold Suite 200 Detroit MI 48226 Construction 1937957 JC Beal Construction Inc 277 Gratiot Suite 500 Detroit MI 48226 Construction 854363 Donor and Company POB 67 28701 Detroit MI 48267 Marketing 535589 Phoenix Innovate 1775 Bellingham Troy MI 48083 Marketing 434687 DBD Construction 28841 Bradner Drive Warren MI 48088 Construction 296901 13 0 737790 207500 0 12214957 3332359 970418 16492606 Admissions 712130 6100955 6100955 0 0 Rides & Attractions 712130 1874360 1874360 0 0 Education 712130 345737 345737 0 0 Events 712130 647963 647963 0 0 Membership Dues 712130 3338004 3338004 0 0 0 0 0 0 12307019 202575 0 0 202575 0 0 0 0 0 0 0 0 542506 0 0 0 542506 0 542506 0 0 542506 356798 0 271129 0 85669 0 85669 0 0 85669 414489 207500 257188 157301 0 157301 0 0 0 0 0 0 0 0 0 0 0 0 Concessions 722310 1677241 0 0 1677241 Other Revenue 712130 572272 0 0 572272 0 0 0 0 2249513 32037189 12307019 0 3237564 0 0 0 0 110489 110489 0 0 634751 0 427168 207583 0 0 0 0 10462057 8801448 1178736 481873 499706 395156 80374 24176 1574456 1329993 174169 70294 793292 647144 102741 43407 0 0 0 0 175427 0 175427 0 137920 4400 133520 0 114000 0 114000 0 0 0 0 0 0 0 7780178 7454507 277866 47805 1170861 1090280 52 80529 1927053 1711345 164201 51507 374876 310058 49815 15003 0 0 0 0 2401442 2373630 27812 0 140753 39382 92809 8562 0 0 0 0 67949 37302 27465 3182 15385 15208 177 0 0 0 0 0 296937 296937 0 0 724137 612952 109188 1997 Exhibits 655482 645121 10361 0 Repairs & Maintenance 432550 424510 8040 0 All Other Expenses 939604 926788 12616 200 31429305 27226650 3166537 1036118 6177294 9540434 0 0 1874650 1479884 10520154 9345457 0 0 0 0 0 0 0 0 575085 292361 3039034 2048631 619717 990403 7206805 7592458 0 0 0 0 0 0 8605469 5499356 35579174 34740353 3184381 2565602 0 0 7594055 7254680 0 0 0 0 0 0 0 0 750000 750000 11528436 10570282 X 15880098 15816209 3765155 3478103 4405485 4875759 24050738 24170071 35579174 34740353 X 607884 -488551 X 0 1 1 X 0 X 5363776 8914636 5776174 5290528 8049342 33394456 11245339 12045565 11656083 9119175 11218526 55284688 0 0 0 0 0 0 0 6450000 14589370 10172401 11622007 42833778 0 0 0 0 0 0 16609115 27410201 32021627 24582104 30889875 131512922 0 0 0 0 0 0 0 0 678195 0 0 678195 0 0 678195 0 0 678195 130834727 797188 329032 452709 712895 745081 3036905 0 0 0 0 0 0 797188 329032 452709 712895 745081 3036905 0 0 0 0 0 0 1819339 1919264 1736722 1432563 573750 7481638 19225642 29658497 34211058 26727562 32208706 142031465 0.92117 0.9149 0.02138 0.02 X PART III, Line 12 Income form the City of Detroit RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114000 0 114000 28252817 28366817 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 65201 75306 76121 114000 330628 250000 250000 250000 250000 1000000 1500000 65201 75306 76121 114000 330628 0 0 X X 0 6622311 3346878 -211725 0 -155808 42255 9871017 6426434 1485 619024 0 405725 18907 6622311 5830493 0 595941 0 0 0 6426434 6472458 0 -494373 0 147592 0 5830493 0.51 0.49 0 1 0 0 0 0 0 118647 89670 28977 0 0 0 0 0 1891817 930391 961426 0 1028570 1028570 0 990403 Assets Designated for Specific use 5499356 5499356 32037189 31429305 607884 -488551 0 0 0 0 -488551 119333 34734155 -488551 2928329 0 0 2439778 32294377 0 -257188 -257188 32037189 34614822 2928329 0 0 257188 3185517 31429305 0 0 0 31429305 SchD_P03_S00_L01 Schedule D, Part III, Line 1 The Society owns numerous works of art accumulated over the years. Consistent with financial statement presentations followed by other institutions (primarily museums), the Society excludes the value of its works of art from the statements of financial position. The works of art are held for educational and exhibition purposes. SchD_P03_S00_L04 Schedule D, Part III, Line 4 The Detroit Zoo is the only zoo in the world with a permanent fine art collection from artists in multiple mediums acquired for the purpose of interpreting the relationship of humans with animals through various cultures and times. The Zoo's first Wildlife Art Committee was created in 1987 by then-director Steve Graham who felt outdoor sculptures of wildlife could enhance visitors' enjoyment of the Zoo. The collection was begun with the understanding that art is a visual communication that records feelings, beliefs, and ideas which reflect the cultural context in which it was made, hence artist interpretations were chosen over literal depictions. In the antiquities wall case in the Wildlife Interpretive Gallery, one contemporary piece is a transfer image of cave paintings done by the earliest known artists some 40,000 years ago. Michigan artists in the Wildlife Interpretive Gallery collection are: Rich Branstrom, Susie Colquitt, Laura Ford, Peter Hackett, Cathy Peet, and Ia Moua Yang. The artists possibly most readily recognized are Larry Rivers and Alexis Rockman. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The Detroit zoological society (society) endowments were established to provide a stable source of funding to help underwrite the programs and facilities of the Detroit zoo and belle isle nature zoo. Monies placed in endowments are invested, with interest, and only distributed as dictated by the society's endowment governing policy. Funds may be established by donors within each endowment. A named fund requires a minimum investment of $100,000 and the revenue may be restricted by the donors. The society's endowments consist of fifteen individual funds established for a variety of purposes. The endowments of the Detroit zoological society include the following: the endowment for amphibian conservation: the endowment for amphibian conservation was established in 1999. The purpose of the endowment is to support amphibian education, research, conservation and the propagation of endangered species. The endowment for education: the endowment for education was established in 1999. The endowment is used to provide educational opportunities at the Detroit zoo and belle isle nature zoo. The William Randolph Hearst foundation fund: the Hearst fund was established in 2001. The purpose of the fund is to provide monies for scholarships and education programs of the Detroit zoological society. The standard federal bank endowment fund for education: the standard federal fund was established march 31, 2004 by the standard federal bank of troy, Michigan. The purpose of the fund is to provide monies for education programs at the belle isle nature zoo. The Samuel l. Westerman children admissions fund: the Westerman fund was established December 1, 2007 by James h. Loprete family. The purpose of the fund is to subsidize zoo admissions for children of low income families. The Madeleine Berman academy for humane education endowment: the Madeleine Berman academy for human education endowment was established September 13, 2001 by Madeleine and Mandell l. Berman. The purpose of the endowment is to support operational costs associated with humane education programs at the Detroit zoo in future years. The john S. and James l. Knight Fund: the knight fund was established December 13, 1999 by the John S. and James l. Knight Foundation. The purpose of the fund is to support the research and education programs of the Detroit zoological society. The society determined that it would be most beneficial as a component of the humane education endowment. The Adelyn b. Devereaux fund: the Devereaux fund was established December 28, 2001 through Mrs. Adelyn b. Devereaux's trust agreement. The purpose of the fund is to benefit the Detroit zoological society's endowment fund. The society determined that it would be most beneficial as a component of the humane education endowment. The Richard and Jane Manoogian endowment for wildlife art and interpretation: the Richard and Jane Manoogian endowment for wildlife art and interpretation was established may 6, 2002 by Richard a. Manoogian. The purpose of the endowment is to purchase and maintain works of art, including sculpture, at the Detroit zoological park. In addition, earnings will support educational programs and projects focusing on the interpretation of art that explores the relationship between humans and animals. The endowment for science and technology: the endowment for science and technology was established in 1999. The purpose of the endowment is to provide support for the scientific and technological needs driven by the Detroit zoological society's mission of celebrating and saving wildlife. The endowment for wildlife conservation: the endowment for wildlife conservation was established in 1999. The purpose of the endowment is to support the Detroit zoological society's commitment to species preservation. The endowment for the zoo: the endowment for the zoo was established in 1999. The purpose of the endowment is to provide support for the ongoing improvement of the programs, animal habitats, picturesque grounds, facilities and operational infrastructure. The Joyce h. Cohn memorial fund (director discretionary fund): the Cohn fund was established on March 8, 1990 by the united Jewish charities, on behalf of Mrs. Irwin I. Cohn, Rita and John Haddow, Judge Avern Cohn and family in memory of Joyce H. Cohn. The purpose of the fund is to provide discretionary income for the zoo's director to permit the zoo and/or its staff to take advantage of opportunities for which no budgeted funds are available. The Gerry Rissman Playscape fund: the Playscape fund was established December 28, 1998 by the Harry B. and Anna Korma Foundation. The purpose of the fund is to support the ongoing maintenance and upgrades of the Gerry Rissman Playscape. The southeastern Michigan veterinary association (SEMVMA) fund: the SEMVMA Fund was established on January 15, 2002 by the southeastern Michigan veterinary association. The purpose of the fund is to provide long-term financial support for the Detroit zoological society's hospital needs. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Direct Fundraising Expense $257,188 SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Direct Fundraising Expense 1 South America Grantmaking General Support of School 110489 0 0 110489 South America School Support 110489 Wire Transfer 0 1 0 0 0 0 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 The Adopt-A-School program receives international support. The Detroit Zoological Society accepts donations from supporters worldwide and transfers the funds in their entirety down to our partners in Peru. A representative from the Detroit zoological society participates in the delivery of school supplies each April, providing a first-hand account of the purchased supplies and their distribution. Sunset at the Zoo 540647 207500 333147 0 0 52815 70490 6400 94953 Run Wild 81342 0 81342 0 0 0 0 0 32530 0 621989 207500 414489 0 0 52815 70490 6400 127483 257188 157301 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Ron L Kagan 257500 0 19500 0 7200 0 3474 0 4970 0 292644 0 0 0 Margaret A Tallet 180250 0 8210 0 1200 0 6329 0 11594 0 207583 0 0 0 Scott F Carter 125847 0 6533 0 1200 0 4964 0 14637 0 153181 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Non removable property of the Detroit Zoological Society is owned by the City of Detroit, a residential home is located on the grounds of the zoo. The CEO/Executive Director of the Zoo is required to live in this residence. Marina A Houghton Wolinski and Company Board Member 184216 Accounting Services 0 SchL_P04_S00_L00 Schedule L, Part IV The Detroit Zoological Society engaged Wolinski & Company, of which Board Member Marina Houghton is President, to perform accounting services in order to make corrections to the retirement plan. X 10 190375 Market Value X Various Auction Items for Fundraiser 123 31846 Market Value X Various Services 8 540464 Market X Operating Supplies 33 207733 Market 0 1 0 F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 Paying Detroit Zoological Society members receive benefits including free admission to the Detroit Zoo, discounted admission to participating zoos and aquariums across the country, 10% discount in the gift shop, and a tax deduction to the extent allowed by law. Classes of memberships include the following: individual ($48/$65), single parent ($70) family/grandparent ($79), supporter ($150), and renaissance circle ($1,200+). In addition to the benefits received by the paying members, the members also have certain voting and decision-making rights. This includes the ability to attend the annual meeting and call special meetings. The annual meeting of the members is held on a date fixed by the board of directors or by the executive committee within the second quarter of each fiscal year. Special meetings of the members may also be called by the chairman of the board, the president, a majority of the board of directors or of the executive committee, or by not less than one-tenth of the members. At each meeting of the members of the society, each member shall be entitled to cast one vote on each matter submitted for membership action; this vote may be by proxy executed in writing by the member or by his duly authorized attorney-in-fact. No proxy shall be valid after eleven (11) months from the date of its execution unless otherwise provided in the proxy. No person may act as a proxy unless such person is a member of the society. All privileges of membership (other than voting) are subject to such rules and regulations that may be adopted by a majority vote of the entire board of directors. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The Zoological Society Board governs, develops policies and strategy and oversees all society operations and activities. The committee shall be appointed by the board chairperson and ratified by the board of trustees. The Committee shall consist of at least five persons, including the board chairperson, the Director/CEO and at least two other board members. The chairperson of the committee shall be a member of the board of trustees. 1. The Governance and Nominating Committee will be responsible for the recruitment, selection, nominating, orientation and evaluation of board members of the Detroit Zoological Society. 2. Maintain an awareness of the needs of the board and/or its affiliate organizations for executive and board talents. 3. Plan board members' development, including recruitment, orientation, education, and evaluation of their effectiveness. 4. Identify and select candidates for committees of the board using criteria for board service as a guide. 5. Provide an orientation program conducted by management for new board members. 6. Periodically conduct an assessment to determine board educational needs. The Director/CEO will be responsible for researching and updating the committee on educational opportunities. 7. Conduct board self-evaluations. 8. Review the performance of board members prior to re-appointment. 9. Confirm compliance with the DZS conflict of interest policy. 10. Meet quarterly, or as needed. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b See explanation for Form 990, Part VI, Line 7a F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A draft of the IRS form 990 is prepared by the Detroit zoological society's finance department under the direction of the controller. This draft is reviewed by the CFO and CEO of the society and sent to the audit firm where a review is performed by the auditing tax staff to ensure accuracy and completeness. After the initial review is performed a draft is then emailed to the audit committee for review. A conference call or meeting is coordinated to discuss the form and address any questions that may result during the audit committee's review of the form. The audit committee chair informs the CFO, that the form can be filed on the organization's behalf and a copy is made available to all board members. A board resolution is not required in order for the form 990 to be filed. This final draft is filed with the IRS and state government agencies. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Conflict of Interest Policy is distributed annually to employees and board members. Employees receive a copy during an all employee meeting, employees are given a week to read the policy and complete the questionnaire. Employees are required to submit the completed information to the Human Resources Department. Board members are given a copy at the annual board retreat which takes place October they are asked to read the policy and complete the questionnaire and return it to the Chief Executive Officer's administrative assistant. Disclosure in the Society is made to the Board Chair and/or the Chief Executive Officer of the Society, who shall determine whether a conflict exists and is material, and if the matters are material, bring them to the attention of the Board. The Board Chair and/or the Chief Executive Officer shall consider whether a conflict exists and is material, and in the presence of an existing material conflict, whether the contemplated transaction may be authorized as just, fair and reasonable to the Society. The decision of the Board Chair and/or the Chief Executive Officer of the Society on these matters will rest in their sole discretion, and their concern must be the welfare of the Society and the advancement of its purpose F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Detroit Zoological Society engaged consultant, Towers Perrin, (April 2008) to assess a competitive salary analysis of non-union, salaried benchmark positions and develop salary structures and ranges for these positions. Job grades and salary ranges, including minimum, midpoint and maximum, were established for each position. Upon determining a wage for a new hire, an individual's salary is set within the range considering the market value of the position (based on the role's primary responsibilities), individual characteristics (experience, performance, etc.) and internal value. Salary is not to be lower than the minimum established wage of the pay grade and range. If a new hire is to be brought in higher than the established midpoint wage of the pay grade and range, it must be approved by Human Resources and a member of the Executive Leadership Team. Salary is not to exceed the established maximum wage of the pay grade and range. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The financial statements, governing documents and conflict of interest policy are available to the public upon written request. F990_P10_S00_L04 Form 990, Part X, Line 4 The 2010 balance sheets have been restated to conform to the 2011 presentation. The reclassifications include recognition of lesser amountsdue from County authorities and lower deferred revenue of $2,761,617 related to the Macomb Zoological Authority fiscal period. F990_P10_S00_L19 Form 990, Part X, Line 19 The 2010 balance sheets have been restated to conform to the 2011 presentation. The reclassifications include recognition of lesser amountsdue from County authorities and lower deferred revenue of $2,761,617 related to the Macomb Zoological Authority fiscal period. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized Loss On Investments