2012-12-03T14:34:56-06:00 2012-02-29 GRANT THORNTON LLP 2001 MARKET STREET SUITE 3100 PHILADELPHIA PA 19103 990 2011-03-01 231352298 Zoological Society of Philadelphia % JOSEPH STEUER ZOOL 2152431100 3400 WEST GIRARD AVENUE PHILADELPHIA PA 191041196 vikram dewan 2012-11-29 true 2155614200 2011 2016-02-24 21:20:13Z VIKRAM H DEWAN 3400 WEST GIRARD AVENUE PHILADELPHIA PA 191041196 54968709 false X WWW.PHILADELPHIAZOO.ORG X 1859 PA By connecting people with wildlife, the Philadelphia Zoo creates joyful discovery and inspires action for animals and habitats. 32 30 474 670 0 22373050 31404385 11195929 8968248 495260 1440801 5051493 5485634 39115732 47299068 169000 155777 0 0 16146944 16245059 36161 48520 1069312 18329939 17435938 34682044 33885294 4433688 13413774 101348340 114876298 18986640 20005828 82361700 94870470 The Philadelphia Zoo, America's first zoo, offers a wide variety of programs that are designed to achieve its mission of connecting people with wildlife, while creating joyful discovery and inspiring action for animals and habitats. false false 18825143 8018970 Exhibits and Garden Care: The Philadelphia Zoo's core purpose is to connect people with wildlife, while creating joyful discovery and inspiring action for animals and habitats. The Philadelphia Zoo welcomes over 1.2 million visitors a year to its 42-acre Victorian garden and is committed to ensuring that its natural treasures remain available to a wide and diverse audience. As Philadelphia's most visited cultural family attraction, the Zoo has a special connection to its community drawing caring and dedicated families together from the greater Philadelphia region and beyond since the 1870's.Exhibits and Garden Care: The Philadelphia Zoo's core purpose is to connect people with wildlife, while creating joyful discovery and inspiring action for animals and habitats. The Philadelphia Zoo welcomes over 1.2 million visitors a year to its 42-acre Victorian garden and is committed to ensuring that its natural treasures remain available to a wide and diverse audience. As Philadelphia's most visited cultural family attraction, the Zoo has a special connection to its community drawing caring and dedicated families together from the greater Philadelphia region and beyond since the 1870's. Total Program Service Expenses 18,825,143 Revenue 8,018,970 7424000 Animal Care: The Philadelphia Zoo provides care to a collection of more than 2,615 mostly endangered and exotic animals. In 2011, the Philadelphia Zoo's McNeil Avian Center was awarded the Significant Achievement Award by the Association of Zoos and Aquariums (AZA) in the Exhibit Award category. This successful exhibit encapsulates our mission to use direct, intimate connections with animals to motivate concern and action toward their preservation. However, the Philadelphia Zoo does more than simply exhibit animals. We are part of a greater mission to help create national zoo conservation and breeding programs for endangered species that will maintain healthy, self-sustaining populations that are both genetically diverse and demographically stable. Total Program Service Expenses 7,424,000 2266000 155777 949278 Education and Conservation Programming: One of the most important ways that the Philadelphia Zoo connects with its visitors is through dynamic education and conservation programming. For over 150 years, America's first zoo has been helping guests learn more about animals from around the world, their habitats, and the environment we share. By providing engaging, up-close and personal educational experiences for people of all ages, the Zoo is hard at work connecting its visitors with the wonders of the natural world. The Philadelphia Zoo's conservation program has one of the broadest reaches in the greater Philadelphia area, sharing critical conservation messages with more than one million people annually. At today's Philadelphia Zoo, the commitment to conservation extends through all program areas and is dedicated to conservation not only in our community, but around the world. Total Program Service Expenses 2,266,000 Grants and Allocations 155,777 Revenue 949,278 28515143 true true false true false false false true false true true false false false true true true false false false true true false true true false false true false true false false false false false false false true true false false false false false false false false false true 58 0 true 474 true false false false false false true true false false false false X 32 30 false false false false false false false true true false false true true true true true true true true false NJ PA X X JOSEPH STEUER 2152435277 3400 WEST GIRARD AVENUE PHILADELPHIA PA 191041196 Robert L Brown III 4.0 X 0 0 0 Gretchen Burke 2.0 X 0 0 0 Michael Rashid 2.0 X 0 0 0 Jay H Calvert Jr ESQ 10.0 X 0 0 0 H Augustus Carey 2.0 X 0 0 0 Marc M Rayfield 2.0 X 0 0 0 Thomas A Decker 2.0 X 0 0 0 HARVEY KIMMEL 2.0 X 0 0 0 Richard K Faris 2.0 X 0 0 0 PATRICK M OATES PHD 2.0 X 0 0 0 Steven C Genyk 2.0 X 0 0 0 Ellen Wolf 2.0 X 0 0 0 S 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47449514 -150446 -150446 47299068 33789000 150446 150446 33638554 246740 246740 33885294 Collections of Art, Historical Treasurers or other similar assets Form 990, Schedule D, Part III Line 1B(ii) - Exhibits are capitalized as unrestricted net assets, which are recorded at cost and depreciated over their estimated useful lives. Purchased additions to the animal and horticultural collections are expensed, as acquired. Additions to these collections acquired other than by purchase are not assigned a value and are not accounted for in the accounts of the Zoo. The amount reported on line 1b(ii) reflects the value of the exhibits, net of accumulated depreciation, at fiscal year-end. Line 4 - The Zoological Society of Philadelphia (the "Zoo") is a private not-for-profit corporation established in 1859 and opened in 1874. The Zoo, which is an accredited member of the Association of Zoos and Aquariums (AZA), acquires, maintains and disposes of its collection in accordance with the AZA and the United States Department of Agriculture regulations. The animal collection of the Zoo is comprised of approximately 2,615 specimens and 336 species. The Zoo also maintains an extensive horticultural collection. In recent years, the Philadelphia Zoo has made significant investments in animal exhibits, including the McNeil Avian Center, Treetop Trail and the Great Ape Trail. These capital projects, in conjunction with the current construction of KidZooU: Hamilton Family Children's Zoo and Faris Family Education Center and the Centennial Intermodal Transportation Center, will have successfully addressed the Zoo's need to renovate all of its major animal buildings and facilities. The board of directors recognized that this achievement presented an opportunity to create a new vision for the Philadelphia Zoo's future physical development. In response, the Philadelphia Zoo has developed an innovative plan that will not only transform the Zoo, using its 42-acre footprint as an advantage, but also has the potential to serve as a model for zoos into the future. This plan, termed the Transformation Plan, is characterized by several key concepts, including zoo-wide animal rotations, flexible operations and integrated sustainability planning. With the Zoo's major in-need facilities addressed, this plan will allow for more sustainable approaches to future development through a series of small projects to be achieved annually over a multi-year timeline. This approach will result in more frequent new exhibits and visitor driving news, thereby providing a steadier platform for ongoing marketing and other revenue initiatives. The supporting details for the transformation plan, including specific projects, timeline and costs, are currently being finalized. It is expected that the plan will span ten years. A pilot was introduced in 2011 and another is planned for 2012 with full plan implementation expected to commence in 2013. ENDOWMENT FUNDS FORM 990, SCHEDULE D, PART V, LINE 4 The Philadelphia Zoo uses endowment funds to fund operating programs and relevant mission based initiatives. INCOME TAXES FORM 990, SCHEDULE D, PART X The Zoo is a private not-for-profit corporation and, accordingly, is exempt from federal taxes under the Internal Revenue Code Section 501(c)(3). The Zoo is also exempt from state and local taxes under applicable statutes. The Zoo recognizes or derecognizes a tax position based upon a "more likely than not threshold". This applies to positions taken or expected to be taken in a tax return. The Zoo does not believe its financial statements include any material uncertain tax positions. SCHEDULE D, PART XI, LINE 8 RECONCILIATION OF CHANGE IN NET ASSETS FROM FORM 990 TO AFS CHANGES IN BENEFIT OBLIGATIONS $ (734,273) Rounding 1,010 ---------- Total (733,263) SCHEDULE D, PART XII RECONCILIATION OF REVENUE LINE 2D: CHANGES IN BENEFIT OBLIGATIONS $ (734,273) RECLASS - WRITE-OFF OF FIXED ASSETS (78,403) RECLASS - INVESTMENT MANAGEMENT FEES (168,097) ------------ TOTAL $ (980,773) LINE 4B: RECLASS - SPECIAL EVENT EXPENSES $(150,446) SCHEDULE D, PART XIII RECONCILIATION OF EXPENSES LINE 2D: RECLASS - SPECIAL EVENT EXPENSES $(150,446) LINE 4B: RECLASS - WRITE-OFF OF FIXED ASSETS $ 78,403 RECLASS - INVESTMENT MANAGEMENT EXPENSES 168,097 Rounding 240 --------- TOTAL $ 246,740 true South America 0 0 Grantmaking n/a 84277 Sub-Saharan Africa 0 0 Grantmaking n/a 36000 South Asia 0 0 Grantmaking n/a 22500 0 0 0 0 142777 142777 South America forestry 50000 Sub-Saharan Africa education 16000 South Asia conservation 22500 Sub-Saharan Africa RESEARCH 20000 South America CONSERVATION 34277 5 false false false false false false GRANTS AND ASSISTANCE FORM 990, SCHEDULE F, PART I, LINE 2 As a condition of these grants, the Philadelphia Zoo requires reports from the organizations that receive its financial support. These mandatory project reports must detail complete accountability for all funds received. X X X X X X X true SCHULTZ WILLIAMS 325 Chestnut Street Suite 700 PHILADELPHIA PA 19106 CAPITAL CAMPAIGN false 5811328 325606 5485722 5811328 325606 5485722 NJ PA CONSERV GALA 305280 234580 70700 6162 58704 30499 55081 0 305280 234580 70700 6162 58704 30499 55081 150446 -79746 Supplemental Information Regarding Fundraising Activities Schedule G, Part I, Question 2 The professional expenditures paid to Schultz & Williams were for fees to conduct the fundraising associated with KidZooU: Hamilton Family Children's Zoo and Faris Family Education Center capital campaign. Supplemental Information Regarding Fundraising Events Schedule G, Part II The Philadelphia Zoo was chartered as America's first zoo on March 21, 1859. The Zoo marked its sesquicentennial anniversary on March 21, 2009 with a year of mission related programs, conservation events and educational activities. The culmination of this anniversary year was the Zoo Conservation Gala held in March, 2010. In conjunction with this Gala, the Zoo raised $500,000 and launched a 10-year commitment to the Golden Lion Tamarin Association to spearhead conservation efforts to strengthen the precarious recovery for this species in peril. At the 2011 Global Conservation Gala, the Zoo launched the Year of the Orangutan and created a multi-faceted campaign to create awareness around the plight of this critically-endangered great ape. At this Gala, the Zoo committed $100,000, over five years to support the Sumatran Orangutan Conservation Programme to help protect orangutans and other wildlife. . Experts have stated that these conservation efforts and the related funding commitment by the Zoo provides a blueprint for how to rescue an endangered species. true Humboldt Penguin Conservation Center St Louis Zoo 1 Govt Dr St Louis MO 63110 431727309 501(c)(3) 8000 conservation 1 0 FORM 990, SCHEDULE I, PART I, LINE 2 GRANTS & ASSISTANCE As a condition of these grants, the Philadelphia Zoo requires reports from the organizations that receive its financial support. These mandatory project reports must detail complete accountability for all funds received. X X X X false false false false false false false false false Vikram Dewan 312184 0 0 0 0 0 12481 0 18095 0 342760 0 Andrew Baker 196223 0 0 0 0 0 10097 0 11877 0 218197 0 Joseph Steuer 214499 0 0 0 0 0 10983 0 11023 0 236505 0 Amy Shearer 197858 0 0 0 0 0 10290 0 13528 0 221676 0 JOSEPH Detweiler 134315 0 0 7141 13183 154639 J CHRISTOPHER CASHMAN officer of ind blue cross 1732874 HEALTH INSURANCE COVERAGE false JOANNE HARMELIN ceo of harmelin media 787440 ADVERTISING false SCHEDULE L, PART IV J. CHRISTOPHER CASHMAN J. Christopher Cashman, a director of the Philadelphia Zoo, is President Commercial Markets at Independence Blue Cross (IBC). IBC provides health insurance coverage to the employees of the Philadelphia Zoo. IBC is the primary health care benefit provider in the Delaware Valley. The Philadelphia Zoo's employee benefit broker is responsible for reviewing coverage, rates and competitive alternatives. The amount of revenue related to this relationship is negligible to IBC. The nature of Mr. Cashman's position at IBC is such that he is removed from direct business contact with the Philadelphia Zoo. SCHEDULE L, PART IV JOANNE HARMELIN Joanne Harmelin, a director of the Philadelphia Zoo, is Chief Executive Officer and majority owner of Harmelin Media. The Philadelphia Zoo employs Harmelin Media as its primary agency for placement of print, television, radio and other media advertising. The great majority of revenue received by Harmelin Media from the Philadelphia Zoo is pass-through monies that are paid to television, radio and other media outlets. This relationship existed prior to Ms. Harmelin joining the Philadelphia Zoo Board of Directors and the Zoo is free to terminate this relationship at will. Oversight is provided through an annual relationship review by the Chief Marketing Officer, the Chief Executive Officer and the Marketing Committee of the Board of Directors. Harmelin Media is compensated through an annual retainer, rather than the standard 15% agency commission, which provides the Philadelphia Zoo with a substantial annual cost savings. X WATER 1 2026100 FMV OF DON. PROP. X Media 1 110725 FMV OF DON. PROP. X Multi-bldg Upgrades 1 876358 FMV OF DON. PROP. false true false FORM 990, PART VI, SECTION B, LINE 11 REVIEW OF FORM 990 An initial and detailed review of the completed Form 990 is performed by the organization's Chief Financial Officer and Chief Executive Officer prior to filing. Following their review, the Form 990 is presented to and reviewed in detail by the Audit and Compliance Committee at a special committee meeting. Additionally, the tax partner from the accounting firm that prepares the Form 990 attends such meeting. Subsequent to the Committee's review, a complete copy of the Form 990 is provided electronically to each member of the Board of Directors. Each Board member has ample time and opportunity to raise questions about any item in the Form 990 prior to its filing. FORM 990, PART VI, SECTION B, LINE 12 CONFLICT OF INTEREST POLICY The Philadelphia Zoo maintains written conflict of interest policies for directors and employees. Each year, all directors, officers and employees in management positions are required to complete a conflict of interest declaration. All conflicts involving a director are reviewed by the Nominating and Governance Committee of the Board; additionally, such conflicts are disclosed to the entire Board. Any board member with a conflict of interest is required to recuse him/herself from any discussion, negotiation, deliberation or decision making involving the transaction causing the conflict. All interests involving an employee are reviewed by the Director of Human Resources, the Chief Financial Officer and the Chief Executive Officer. Any interests that create a conflict are reported to the Audit and Compliance Committee by the Chief Executive Officer. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION REVIEW The Chief Executive Officer's performance is reviewed annually by the Executive Committee of the Board of Directors. The Executive Committee is charged with the responsibilities of a Compensation Committee. In conjunction with this performance appraisal, the CEO's compensation is reviewed and established by the Committee. This compensation review includes use of comparability data (for both peer organizations and local market benchmarking), salary surveys and other relevant and independent data. Contemporaneous substantiation of the Executive Committee's reviews and decisions is maintained. As for the approximate 12 individuals that comprise the Senior Leadership Team, the Chief Executive Officer presents to the Executive Committee for discussion their performance reviews, as well as his compensation recommendations and related peer organization and local market salary benchmarking. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS The Philadelphia Zoo will provide copies of its governing documents, conflict of interest policy, audited financial statements, and Form 990 to the public upon request. The organization also allows the public the opportunity to inspect these documents at the organization's office upon request. Alternatively, the organization posts its Form 990 and audited financial statements on its website. FORM 990, PART XI RECONCILIATION OF NET ASSETS Unrealized Loss $(171,741) CHANGES IN BENEFIT OBLIGATIONS (734,273) Rounding 1,010 ----------- Total (905,004) FORM 990, PART VII F. William McNabb, a Philadelphia Zoo Director, is Chairman and Chief Executive Officer of the Vanguard Group. The Philadelphia Zoo employs Vanguard to manage and administer its defined benefit and defined contribution plans. These relationships were in place prior to Mr. McNabb joining the Philadelphia Zoo Board of Directors. The selection of Vanguard was made by the Investment Committee of the Board of Directors following the consideration of multiple financial organizations and a thorough review of their proposals. The Vanguard relationship is subject to a review by the Investment Committee every three years. The amount of Philadelphia Zoo assets managed by Vanguard is approximately $15 million; the total value of all assets managed by Vanguard is $1.7 trillion. Since the fees paid to Vanguard of $35,500 are under the threshold for reporting on Schedule L we have not disclosed this transaction on that schedule. However, management and the directors of the Zoo feel that it is important to be transparent to the public so we are disclosing this transaction in Schedule O. Mr. McNabb is not involved in any decision making process concerning the Zoo in regard to this transaction nor does he earn any benefit in his role as officer of Vanguard for the fees paid by the Zoo.