2012-08-06T13:19:28-05:00 2011-12-31 382184825 HUNGERFORD ALDRIN NICHOLS & CARTER PC 2910 LUCERNE DRIVE SE GRAND RAPIDS MI 495467175 990 2011-01-01 386076879 JOHN BALL ZOOLOGICAL SOCIETY JOHN 6163364620 BOX 2506 GRAND RAPIDS MI 49501 BRENDA STRINGER 6163363684 2012-07-23 1 MITCHELL C BURGERS CPA P00118949 6169493200 2011 2016-02-24 21:20:13Z BRENDA STRINGER BOX 2506 GRAND RAPIDS MI 49501 10309131 0 X WWW.JOHNBALLZOOSOCIETY.ORG X 1950 MI TO ADVANCE PUBLIC EDUCATION ON THE NEED FOR WILDLIFE CONSERVATION AND PRESERVATION AND TO SUPPORT THE CAPTIVE PROPAGATION OF WILD AND ENDANGERED ANIMAL SPECIES, AND TO PROMOTE THE WELFARE OF THE JOHN BALL ZOOLOGICAL GARDEN AND ITS ADVANCEMENT AS A PUBLIC EDUCATION INSTITUTION, AS A SCIENTIFIC CENTER, AS A NATURAL SCIENCE AND WILDLIFE EXHIBIT AND CONSERVATION AGENCY, AND AS A CULTURAL AND RECREATIONAL ESTABLISHMENT, DEDICATED TO THE ENRICHMENT OF HUMAN AND NATURAL RESOURCES. 27 27 136 241 -16991 -16991 3423617 8647291 522405 590408 19284 26942 220410 209128 4185716 9473769 14009 71593 0 0 893642 905044 0 0 145754 879705 744595 1787356 1721232 2398360 7752537 5045125 13187879 361716 847471 4683409 12340408 X TO ADVANCE PUBLIC EDUCATION ON THE NEED FOR WILDLIFE CONSERVATION AND PRESERVATION AND TO SUPPORT THE CAPTIVE PROPAGATION OF WILD AND ENDANGERED ANIMAL SPECIES, AND TO PROMOTE THE WELFARE OF THE JOHN BALL ZOOLOGICAL GARDEN AND ITS ADVANCEMENT AS A PUBLIC EDUCATION INSTITUTION, AS A SCIENTIFIC CENTER, AS A NATURAL SCIENCE AND WILDLIFE EXHIBIT AND CONSERVATION AGENCY, AND AS A CULTURAL AND RECREATIONAL ESTABLISHMENT, DEDICATED TO THE ENRICHMENT OF HUMAN AND NATURAL RESOURCES. 0 0 347714 614417 ZOO VISITOR EXPERIENCES - DIRECTLY RELATED TO PROVIDING EXPERIENCES TO VISITORS THROUGH CAMEL RIDES, CAMEL PHOTOS, ZIP LINE, STINGRAYS, SWAN BOATS AND VARIOUS OTHER OPPORTUNITIES FOR INTERACTION. 177322 ZOO ENRICHMENTS - FUNDS EXPENDED FOR EXHIBIT DEVELOPMENT AND CONSTRUCTION, EDUCATIONAL SIGNAGE, ANIMAL PURCHASES AND OTHER SPECIAL PROJECTS. THE ZOO SOCIETY HAS BEEN GRANTED LICENSE BY KENT COUNTY TO CONSTRUCT SUCH EXHIBITS, FACILITIES, ETC. IN 2011 $7,945,191 WAS RAISED FOR THE DEVELOPMENT AND CONSTRUCTION OF FUTURE EXHIBITS. 602082 207446 ZOO SUPPORT SERVICES - EXPENSES RELATED TO ACTIVITIES INVOLVING PROMOTIONS, EVENTS, JUMP PROGRAM, FOOTSTEPS AND WILDLIFE CONSERVATION GRANTS, FINANCIAL SUPPORT FOR VOLUNTEER PROGRAM, EDUCATION DEPARTMENT AND OTHER EDUCATIONAL OPPORTUNITIES. 136578 9111 MEMBERSHIP SERVICES - EXPENSES DIRECTLY RELATED TO THE PROMOTION, SALES AND MAINTENANCE OF THE JOHN BALL ZOOLOGICAL SOCIETY'S MEMBERSHIP PROGRAM. MEMBERSHIP IS A STRONG BASE OF SUPPORT FOR THE ZOO AND CREATES POTENTIAL DONOR OPPORTUNITIES. MEMBERSHIP GENERATED A TOTAL OF $451,782 IN CONTRIBUTIONS IN 2011. 136578 9111 1263696 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 8 0 1 136 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X X SHERRI ROWLAND 6163364620 JOHN BALL ZOOLOGICAL SOCIETY GRAND RAPIDS MI 49501 ANTHONY BARNES 1.00 X 0 0 0 BARBARA LINDQUIST 1.00 X 0 0 0 BILL HINELINE 1.00 X 0 0 0 CANDACE DUGAN 1.00 X 0 0 0 CATHY BISSELL 5.00 X 0 0 0 CRAIG TERPSTRA 5.00 X X 0 0 0 DAN MOLHOEK 1.00 X 0 0 0 DR MATTHEW DOUGLAS 1.00 X 0 0 0 ED PYNNONEN 1.00 X 0 0 0 GARY K MILLIGAN 5.00 X 0 0 0 GILBERT DA PADULA MD 1.00 X 0 0 0 JOHN GREEN 5.00 X X 0 0 0 KURT YOST 1.00 X 0 0 0 KYLE IRWIN 5.00 X X 0 0 0 LORI COOK 1.00 X 0 0 0 MARILYN CRAWFORD 1.00 X 0 0 0 MICHAEL TAYLOR 1.00 X 0 0 0 MIMI CUMMINGS 1.00 X 0 0 0 MITCH WATT 5.00 X 0 0 0 ROBERT THOLL JR 5.00 X X 0 0 0 SUNNY SJAARDA 1.00 X 0 0 0 TERRY SANFORD 1.00 X 0 0 0 TIM SCHOWALTER 1.00 X 0 0 0 TRACEY HORNBECK 1.00 X X 0 0 0 MATT BECKER 1.00 X 0 0 0 MATTHEW KIND 1.00 X 0 0 0 DANA HUSHAK 1.00 X 0 0 0 BRENDA STRINGER 40.00 X 100000 0 14077 AMBER HOLST 40.00 X 63606 0 11279 SHERRI ROWLAND 40.00 X 46125 0 12490 209731 0 37846 0 0 0 0 OUTDOOR INCLINED ELEVATORS INC 14062 DENVER WEST PARKWAY GOLDEN CO 80401 CONSTRUCTION 598058 PROGRESSIVE AE 1811 4 MILE ROAD NE GRAND RAPIDS MI 49525 ARCHITECTURE 489382 JACK DYKSTRA EXCAVATING 3677 TRHEE MILE ROAD NW GRAND RAPIDS MI 49544 CONSTRUCTION 405801 TAILORED BUILDING SYSTEMS 550 KIRTLAND SW GRAND RAPIDS MI 49507 CONSTRUCTION 386492 JOHN BALL ZOOLOGICAL GARDEN 1300 WEST FULTON STREET GRAND RAPIDS MI 49504 REIMBURSEMENT OF EXPENSES 144618 6 451782 57630 15500 8122379 44178 8647291 VISITOR EXPERIENCE 713990 590408 590408 590408 26942 26942 40614 57630 55061 -14447 -14447 1001380 780301 221079 238070 -16991 MISC. REVENUE 900099 2496 2496 2496 9473769 830974 -16991 12495 55974 55974 15619 15619 247577 57039 133499 57039 501985 432077 28802 41106 25532 13547 7051 4934 74850 41183 24705 8962 55100 36546 11268 7286 15700 15700 252 252 139552 138292 1260 170718 165045 2884 2789 228047 169509 49142 9396 33297 7897 15202 10198 22494 22494 18448 16471 1911 66 1064 994 70 67413 57151 8038 2224 35977 24907 9915 1155 DUES AND SUBSCRIPTIONS 5106 2172 2405 529 EQUIPMENT MAINTENANCE/R 4034 4034 DONOR EVENTS/FUNDRAISIN 2493 2493 1721232 1263696 311782 145754 300 3200 1004522 624986 3181870 8513703 2334 11103 69416 79904 47930 50584 642263 501475 184062 140788 504308 669065 50383 3094546 5045125 13187879 179315 644862 182401 202609 361716 847471 X 131395 2949886 4297934 9136442 254080 254080 4683409 12340408 5045125 13187879 X 7752537 -95538 X X 0 1 1 X 0 X 1843930 689562 125633 3430325 8647291 14736741 1735199 1987246 1114922 1558189 1632402 8027958 3579129 2676808 1240555 4988514 10279693 22764699 5000 1844086 705000 2554086 0 5000 1844086 705000 2554086 20210613 66806 12099 8611 19284 26296 133096 66806 12099 8611 19284 26296 133096 2496 2496 3645935 2688907 1249166 5007798 10308485 22900291 0.88250 0.77980 0.00580 0.01640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 257085 257085 385628 30000 30000 64271 64271 96407 88416 -2177 4000 898 81341 82850 11205 4690 949 88416 75033 12152 4000 335 82850 1.00000 1 0 43358 33266 10092 561913 435730 126183 36992 32479 4513 140788 SECURITIES AND OTHER INVESTMENTS 669065 F 669065 CAPITALIZED CONSTRUCTION COSTS 3094546 3094546 9473769 1721232 7752537 -95538 -95538 7656999 10158532 -95538 780301 684763 9473769 0 9473769 2501533 780301 780301 1721232 0 1721232 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE SUPPORT FOR FUTURE PROGRAMS. PARTS XII AND XIII LINES 2D: COST OF GOODS SOLD FIN 48 FOOTNOTE: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION EVALUATES TAX POSITIONS TAKEN ON ITS FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WHICH REQUIRE THAT TAX POSITIONS TAKEN BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS UNDER THAT CRITERIA. PENALTIES AND INTEREST, IF ANY, ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES. THE ORGANIZATIONS FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR THREE YEARS AFTER THEY WERE FILED. RENDEZOO 98244 57630 40614 55061 98244 57630 40614 55061 55061 -14447 1 KENT COUNTY 1300 WEST FULTON GRAND RAPIDS MI 49504 55974 FMV ZOO EXHIBITS TO RAISE FUNDS FOR THE CONSTRUCTION OF ZOO EXHIBITS 1 RESEARCH/SCHOLARSHIPS 9 14479 FAIR MARKET VALUE NA PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES NON-CASH ASSISTANCE SCHOLARSHIPS THROUGHOUT THE YEAR FOR PROGRAMS. THE SCHOLARSHIPS ARE MONITORED AS GIVEN BY FINANCE DEPARTMENT. CREATIVE MERCENARIES OWNER OF CREATIVE MERCENARIES IS EXECUTIVE DIRECTOR'S HUSBAND 12495 ART AND DESIGN SERVICES 0 X DONATED AUCTION ITEMS 1 16783 FMV X DONATED FOOD 1 1935 FMV X DONATED SUPPLIES 1 460 FMV X DONATED CONSTRUCTION COSTS 1 20000 FMV X DONATED EQUIPMENT 1 5000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE DIRECTOR REVIEWS THE TAX RETURN BEFORE IT IS FILED AND A COPY IS PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING THE 990 AND 990-T FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST FORM IS SENT ONCE PER YEAR TO REPORT ANY CONFLICT OF INTEREST AND IS MONITORED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A DETERMINATION OF COMPENSATION FOR THE EXECUTIVE DIRECTOR GOES THROUGH THE ADMINISTRATIVE COMMITTEE AND IS APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST; AND FORM 990 IS POSTED ON GUIDESTAR, CHARITY NAVIGATOR AND JOHN BALL ZOOLOGICAL SOCIETY WEBSITES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -95,538. FORM 990 PART XI LINE 2C THE ADMINISTRATIVE COMMITTEE ASSUMES RESPONSIBILITY FOR THE AUDIT AND TAX RETURNS.