2012-07-16T14:01:02-05:00 2011-12-31 450250958 EIDE BAILLY LLP 200 EAST 10TH STREET PO BOX 5125 SIOUX FALLS SD 571175125 990 2011-01-01 466015015 ZOOLOGICAL SOCIETY OF SIOUX FALLS ZOOL 6053677003 805 SOUTH KIWANIS AVENUE SIOUX FALLS SD 571043714 ELIZABETH WHEALY 6053677003 2012-07-17 1 LAURIE HANSON P00851848 6053391999 2012-07-17 2011 2016-02-24 21:20:13Z ELIZABETH WHEALY 805 SOUTH KIWANIS AVENUE SIOUX FALLS SD 571043714 4237347 0 X WWW.GREATZOO.ORG X 1958 SD EDUCATION, CONSERVATION, RECREATION AND DISCOVERY. 13 13 83 770 0 0 3879717 2554368 1097121 1171823 90963 82440 220964 234196 5288765 4042827 0 0 0 0 1673629 1605168 140394 0 147193 2823770 1839643 4637793 3444811 650972 598016 4945487 5328148 287809 278668 4657678 5049480 X FOSTERING A GREATER UNDERSTANDING OF OUR NATURAL WORLD THROUGH: EDUCATION, CONSERVATION, RECREATION AND DISCOVERY. 0 0 3041580 1171823 THE ZOO AND MUSEUM CARES FOR OVER 1,000 LIVE, ENDANGERED AND EXOTIC ANIMALS; ENTERTAINS 249,000 VISITORS EACH YEAR, AND EDUCATES AROUND 46,000 CHILDREN THROUGH ON-SITE AND OUTREACH EDUCATION. THE ZOO ALSO MAINTAINS A RARE NATURAL HISTORY COLLECTION OF 150 MOUNTED ANIMALS, INCLUDING MANY "VANISHING SPECIES," IN THE MUSEUM. IN ADDITION TO RECREATION, OPTIMAL ANIMAL CARE AND EDUCATION, THE ZOO'S MISSION INCLUDES GLOBAL CONSERVATION THROUGH BREEDING AND CARE OF ENDANGERED SPECIES, INCLUDING PARTICIPATION IN 17 SPECIES SURVIVAL PLANS. THE ZOO'S ANIMALS INCLUDE SNOW LEOPARDS AND TIGERS; RHINOS, GIRAFFES AND ZEBRAS, AND MULTIPLE PRIMATE SPECIES. THE SOCIETY OCCUPIES, WITHOUT CHARGE, THE CITY'S ZOO AND MUSEUM FACILITIES. THE ZOO ADDED A NEW RARE RHINOS OF AFRICA EXHIBIT SHOWCASING OUR EASTERN BLACK RHINOCEROS. THE NEW EXHIBIT INCLUDES INDOOR WINTER VIEWING, LARGER EXHIBIT YARDS, AND A DEMONSTRATION AREA FOR KEEPERS TO TALK ABOUT THE ANIMALS AND FOR THE PUBLIC TO GET UP CLOSE TO THE ANIMALS. INTERPRETIVE SIGNAGE IS INCORPORATED AT EACH OUTDOOR VIEW RAIL PLUS INTERACTIVE AND ENGAGING INTERPRETIVE ELEMENTS ARE INCLUDED IN THE INDOOR VIEWING SPACE ALLOWING VISITORS OF ALL AGES TO ACTIVELY LEARN ABOUT THESE ENDANGERED ANIMALS. 3041580 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 26 0 1 83 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X JOHN HILLESON 6053678313 805 S KIWANIS AVE SIOUX FALLS SD 57104 STEVE METLI 1.00 X X 0 0 0 CAROL OAKLAND 1.00 X X 0 0 0 DAN MANDOLFO 1.00 X X 0 0 0 JERRI JOHNSON 1.00 X X 0 0 0 JON PEDERSON 1.00 X 0 0 0 DR RICHARD FREISS 1.00 X 0 0 0 ROGER BRAATEN 1.00 X 0 0 0 RICHARD GREGERSON 1.00 X 0 0 0 PATTY ABDALLAH 1.00 X 0 0 0 LARRY RITZ 1.00 X 0 0 0 DUSTIN HABER 1.00 X 0 0 0 GLORIA HOYME 1.00 X 0 0 0 CATHERINE PIERSOL 1.00 X 0 0 0 LEE PETERSON TO FEB 2011 1.00 X 0 0 0 DR KATHRYN FLORIOTO FEB 2011 1.00 X 0 0 0 SUSAN HANJE HAUFF TO FEB 2011 1.00 X 0 0 0 SABRINA MEIERHENRYTO FEB 2011 1.00 X 0 0 0 ELIZABETH WHEALY 45.00 X 138668 0 20336 DAN SIMON 45.00 X 79782 0 2671 218450 0 23007 1 0 1 0 0 8503 1883503 662362 497307 2554368 ADMISSIONS 713990 636950 636950 MEMBERSHIP DUES 713990 290323 290323 TRAIN RIDES/CAROUSSEL 713990 88055 88055 EDUCATION DEPARTMENT 611710 83699 83699 GUEST EXPERIENCES 713990 58469 58469 14327 14327 1171823 82440 82440 53921 23175 30746 30746 30746 53334 8503 48707 4627 4627 321461 122638 198823 198823 4042827 1171823 0 316636 241865 28319 129809 83737 1116019 1092315 23704 20786 10066 10720 124491 114964 5384 4143 102007 87759 7124 7124 14840 8904 2968 2968 39301 20670 11741 6890 173895 130363 43454 78 130414 106998 18805 4611 11420 6852 2284 2284 300169 300169 31556 31426 130 11752 10174 1578 37236 37236 17359 10949 3205 3205 IMPRVMNTS CTY PROPERTY 676834 676834 ANIMAL FEED 154317 154317 VET & MEDICAL SUPPLIES 116530 111141 3562 1827 EXHIBIT & MAINTENANCE 47170 47170 76850 54954 16852 5044 3444811 3041580 256038 147193 1377914 2054180 428906 317056 45959 45276 93145 99985 21617 34856 541975 467353 75140 74622 2902806 2702173 4945487 5328148 166028 148804 121781 129864 287809 278668 X 340498 595301 2843813 2980812 1473367 1473367 4657678 5049480 4945487 5328148 X 598016 -206214 X 0 1 0 X 0 X 2400344 2141215 2844341 3879717 2554368 13819985 2400344 2141215 2844341 3879717 2554368 13819985 13819985 50217 99263 150922 136473 136361 573236 14393221 6723070 0.96020 0.96500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1628809 -27099 73827 1527883 1528047 184159 83397 1628809 1327359 1000 282117 82429 1528047 1872087 -456130 88598 1327359 0.03570 0.96430 1 0 541975 467353 74622 74622 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1527883 CONTRIBUTIONS RECEIVABLE FROM SPLIT-INTEREST AGREEMENTS 1096191 DUE FROM TRUSTS 78099 2702173 4042827 3444811 598016 -206214 -206214 391802 3922713 14218 -206214 -191996 4114709 -71882 -71882 4042827 3530911 14218 71882 86100 3444811 0 3444811 PART III, LINE 4: AS A NATURAL HISTORY MUSEUM, THE ZOOLOGICAL SOCIETY DISPLAYS TAXIDERMY ANIMAL MOUNTS FROM AROUND THE WORLD. THESE MOUNTS WERE COLLECTED BY A LOCAL HUNTER FROM THE 1930'S THROUGH THE 1960'S. THE ZOOLOGICAL SOCIETY USES THESE MOUNTS AS EDUCATIONAL TOOLS FOR DISPLAY AND TO INFORM THE PUBLIC ABOUT POPULATION MANAGEMENT ISSUES IN THE NATURAL WORLD. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: BENEFICIAL INTEREST IN PERPETUAL TRUSTS WILL BE USED AS TO THEIR INTENDED PURPOSES FOR THE BETTERMENT OF THE GREAT PLAINS ZOO. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SOCIETY HAS ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10 (PREVIOUSLY FINANCIAL INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES). THE SOCIETY UNDERGOES AN ANNUAL ANALYSIS OF ITS VARIOUS TAX POSITIONS, ASSESSING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UPON EXAMINATION WITH RELEVANT TAX AUTHORITIES. THE SOCIETY'S POLICY IS TO RECOGNIZE INTEREST EXPENSES AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. THE SOCIETY IS NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -105,288. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -100,926. TOTAL TO SCHEDULE D, PART XI, LINE 8: -206,214. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -105,288. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -100,926. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -48,707. DIRECT RENTAL EXPENSES -23,175. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 48,707. DIRECT RENTAL EXPENSES 23,175. ZOOBOO 46604 6003 40601 40601 BREAKFAST WITH SANTA 8966 2500 6466 6466 1 6267 6267 1640 61837 8503 53334 48707 48707 4627 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ELIZABETH WHEALY 124868 0 10200 0 3600 0 4453 0 16087 0 159208 0 0 0 PART I, LINE 1A THE ORGANIZATION HAS A MEMBERSHIP AT THE COUNTRY CLUB. THE COUNTRY CLUB REQUIRES THE MEMBERSHIP BE IN AN INDIVIDUAL'S NAME. AS SUCH, THE MEMBERSHIP IS IN THE NAME OF ELIZABETH WHEALY, CEO. THE MEMBERSHIP ALLOWS THE ORGANIZATION TO USE THE FACILITIES FOR MEETINGS AND LUNCHES. X 20882 FAIR MARKET VALUE X PROPERTY IMPROVEMENTS AND OPERATIONS 1 459831 DONOR PROVIDED VALUE X MACHINES AND EQUIPMENTS 1 16594 DONOR PROVIDED VALUE AND FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 THE BY-LAWS WERE UPDATED TO CHANGE THE NUMBER OF MEMBERS ON THE BOARD FROM 23 TO AT LEAST 14 AND UP TO 21 MEMBERS. ALSO AMENDED TO STATE THAT THE MAYOR OF SIOUX FALLS SHALL APPOINT ONE-SEVENTH OF THE MEMBERS. THE CITY MAY NOT APPOINT ANY DIRECTOR FOR MORE THAN TWO CONSECUTIVE THREE YEAR TERMS. THE DIRECTOR OF PARKS AND RECREATION SHALL SERVE AS AN EX-OFFICIO MEMBER AND IS AUTHORIZED TO ATTEND MEETINGS OF THE BOARD AND EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE GENERAL PUBLIC CAN PURCHASE A MEMBERSHIP TO THE ZOO FOR UNLIMITED ENTRANCE FOR ONE YEAR. MEMBERS DO NOT HAVE VOTING RIGHTS. MEMBERS CAN ATTEND BOARD MEETINGS IF THEY WISH, AND ARE INVITED TO ATTEND THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A THE MAYOR OF SIOUX FALLS APPOINTS ONE-SEVENTH OF THE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES CAN MAKE RECOMMENDATIONS TO THE FULL BOARD. ACTIONS OF THE EXECUTIVE COMMITTEE ARE SUBJECT TO RATIFICATION BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY STAFF AND CIRCULATED TO THE BOARD FOR COMMENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND UPPER MANAGEMENT ARE COVERED BY THE POLICY. IF POTENTIAL CONFLICTS ARE DISCLOSED, THE EXECUTIVE COMMITTEE DETERMINES IF A CONFLICT EXISTS. THE PERSON WITH THE POTENTIAL CONFLICT MAY MAKE A PRESENTATION TO THE EXECUTIVE COMMITTEE, BUT MUST NOT BE PRESENT WHILE THE EXECUTIVE COMMITTEE DISCUSSES AND VOTES ON THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 CEO AND UPPER MANAGEMENT ARE GIVEN AN ANNUAL PERFORMANCE REVIEW. COMPENSATION IS DETERMINED BY REVIEWING THE AZA COMPENSATION SURVEY, AND CONDUCTING SALARY SURVEYS OF THE LOCAL MARKET. THE PROCESS WAS UNDERTAKEN IN 2011. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -105,288. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -100,926. TOTAL TO FORM 990, PART XI, LINE 5: -206,214.