2012-09-10T12:23:43-00:00 2011-12-31 Plante & Moran PLLC 10 S Riverside Plaza 9th Floor Chicago IL 60606 990 2011-01-01 362167016 Chicago Zoological Society CHIC 7086888400 3300 Golf Road Brookfield IL 60513 Stuart D Strahl PhD 2012-08-28 true 3122071040 2012-08-28 2011 2016-02-24 21:20:13Z Brookfield Zoo Stuart D Strahl PhD 3300 Golf Road Brookfield IL 60513 74950093 false X www.czs.org X 1921 IL To inspire conservation leadership by connecting people with wildlife and nature. 50 46 1564 709 1449324 34956 48362455 32649811 15991395 14658686 2618179 1801761 11124060 10389421 78096089 59499679 167073 192514 0 37124959 37138464 75000 115702 2604088 26110344 25599879 63477376 63046559 14618713 -3546880 224208432 210369000 68476877 60942000 155731555 149427000 X To inspire conservation leadership by connecting people with wildlife and nature. false false 14860076 2362094 Center for Science and Animal Well-Being CSAW More than 2500 ambassadors of the animal kingdom provide our visitors with a rare opportunity to see species from around the globe. Expert care of these ambassadors is a time-honored tradition at CZS, where innovations in husbandry techniques and pioneering breeding programs are part of the cutting edge culture of excellence. Staff in the CSAW integrate disciplines such as endocrinology, population biology, behavioral science, nutrition and veterinary science to determine the best ways to provide and continuously care for the animals. They also incorporate models and practices from around the world, and from an array of animal care professionals, to develop the best possible zoo-based animal care and management practices. 9876000 Care of Buildings and Grounds The CZS maintains over 214 acres of land and 72 buildings to exhibit over 2,500 animals. Guests see examples of our environmentally sound policies throughout the Zoo grounds including energy efficient cooling systems, plentiful recycling containers and clean burning natural gas vehicles. 8232000 6353282 Visitor Services Brookfield Zoo served over 2.1 million visitors in 2011, providing them with transportation, shops and restaurants. In addition to motorized, narrated educational tours throughout the park, the Zoo offers strollers, wheelchairs, wagons, etc. to help visitors have a more enjoyable visit. The shops make available goods which promote an interest in and understanding of the natural world and an awareness of how people around the world co-exist with the animals and the ecosystems where they live, and how choices made by humans impact the animals and the environment. The restaurants allow our visitors to stay in the park for lunch and expand the time they can enjoy the park. Visitor Services works closely with educators and designers to develop food packaging programs and select products which convey education and conservation related messages. Visitor Services also provides opportunities for families, businesses, senior groups, social clubs, etc. to hold special outings at the park where they receive admission, special tours and interaction with zoo staff. 21637000 192514 8956543 54605076 true true false true true false true true true true false false false true true true false false false true true true true true true false true true true true false false false false false false false true true true true true false false false false false false false false true X 163 0 true 1564 true true true false false false false true true false false false false false X 50 46 true false false false true true false true true false false true true true true true true true true false WI IL FL X Kenneth S Kaduk 7086888315 3300 Golf Road Brookfield IL 60513 William C Kunkler III 002.00 X X 0 0 0 Corwith Hamill 002.00 X X 0 0 0 John P Grube 002.00 X X 0 0 0 Stephen P Bent 002.00 X X 0 0 0 Elizabeth Hamill Bramsen 002.00 X X 0 0 0 Merrick M Elfman 002.00 X X 0 0 0 Dennis J Keller 002.00 X X 0 0 0 John W Taylor III 002.00 X X 0 0 0 Cherryl T Thomas 002.00 X X 0 0 0 Michael P Emmert 002.00 X X 0 0 0 Randall G Vickery 002.00 X X 0 0 0 Stuart D Strahl PhD 040.00 X X 409821 0 26782 Stuart B Abelson 002.00 X 0 0 0 Nathalie Alberts 002.00 X 0 0 0 Cushman L Andrews 002.00 X 0 0 0 John C Barron 002.00 X 0 0 0 Robert M Beavers Jr 002.00 X 0 0 0 Edward McCormick Blair Jr 002.00 X 0 0 0 John A Carpenter 002.00 X 0 0 0 Shirley J Daly 002.00 X 0 0 0 Lawrence E DeMar 002.00 X 0 0 0 Vicki L DeMar 002.00 X 0 0 0 Michael F DeSantiago 002.00 X 0 0 0 Joan M Etten-Krall 002.00 X 0 0 0 Thomas L Fisher 002.00 X 0 0 0 Arthur J Fogel 002.00 X 0 0 0 Bert A Getz Jr 002.00 X 0 0 0 Graham C Grady 002.00 X 0 0 0 Philip Lee Harris 002.00 X 0 0 0 Christine E Holden 002.00 X 0 0 0 William L Hood Jr 002.00 X 0 0 0 Heidi A Huizenga 002.00 X 0 0 0 Jill VJavors 002.00 X 0 0 0 Barbara Levy Kipper 002.00 X 0 0 0 Angelo C Kleronomos 002.00 X 0 0 0 Fred A Krehbiel 002.00 X 0 0 0 William O Lipinski 002.00 X 0 0 0 Mary Ann S MacLean 002.00 X 0 0 0 Jerry Manne 002.00 X 0 0 0 Grant G McCullagh 002.00 X 0 0 0 Brett N McGinnis 002.00 X 0 0 0 Christian B McGrath 002.00 X 0 0 0 Andrew J McKenna Jr 002.00 X 0 0 0 Susan A Pipal 002.00 X 0 0 0 Toni Reed Preckwinkle 002.00 X 0 0 0 Philip J Rock 002.00 X 0 0 0 Mark G Sander 002.00 X 0 0 0 Nan Schaffer DVM 002.00 X 0 0 0 Kathryn Babcock Shaffer 002.00 X 0 0 0 Kenneth N Thompson 002.00 X 0 0 0 William E Thonn 002.00 X 0 0 0 Christopher D Traut 002.00 X 0 0 0 Susan E Ahern 002.00 X 0 0 0 Cindy Zeigler 040.00 X 252970 0 4296 Dr Alejandro Grajal 040.00 X 185599 0 21238 Kenneth S Kaduk 040.00 X 183892 0 18346 Frank W Zeigler 040.00 X 167630 0 19809 Sarah Breen-Bartecki 040.00 X 167884 0 10621 Matthew Mayer 040.00 X 164872 0 8165 Terrence Sykes 040.00 X 163245 0 20255 Brian Krockey 040.00 X 155550 0 16895 Anna Clarke 040.00 X 145305 0 6906 1996768 153313 23 false true false Murphy and Miller 600 W Taylor St Chicago IL 60607 Construction, HVAC repairs and maint. 1074576 Freeborn and Peters LLP 311 S Wacker Dr Suite 3000 Chicago IL 60606 Legal Services 703361 University of Illinois 2001 S Lincoln Ave Urbana IL 61802 Veterinary, Pathology and Research Svcs. 507077 Cemrock Landscapes 4790 So Julian Ave Tucson AZ 85714 Exhibit Renovation 439954 PBA Inc PO Box 2023 Carol Stream IL 60132 benefits administration 420721 40 8401320 1628786 16256095 6363610 981516 32649811 General Admissions 900099 5114939 5114939 Memberships 900099 2233505 2233505 Visitor Services 900099 3303676 1854352 1449324 Admissions-Internal Attractions 900099 2217724 2217724 Sponsorship Agreements 900099 954895 954895 833947 833947 14658686 1089178 1089178 796 796 16350 16350 16350 16350 11984069 11272282 711787 711787 711787 340533 1628786 753365 -412832 -412832 51800 7920 43880 43880 11880982 3416847 8464135 3013233 5450902 Visitor Parking 900099 2028080 2028080 In park Transportation Rentals 900099 249808 249808 2277888 59499679 16222595 1449324 9177949 72179 72179 9500 9500 110835 110835 0 1592212 628729 414413 549070 0 27674291 24330147 2109809 1234335 594900 523512 45212 26176 4940197 4099173 579929 261095 2336864 2056440 177602 102822 0 632465 632465 64446 64446 56262 11262 45000 115702 115702 99375 99375 3701814 3468739 215450 17625 1498659 1498659 5284732 4959870 208347 116515 708029 180308 508855 18866 27965 27965 2656043 2345573 286536 23934 270572 233598 12503 24471 0 285346 148299 35873 101174 1090851 1090851 0 7517254 7517254 404122 62218 341904 Change in Market Valuation of Swap Agreements 663206 663206 Revenue Bond Maintenance Fees 377009 377009 Loss on Retirement of Fixed Assets 73507 73507 188222 116243 59676 12303 63046559 54605076 5837395 2604088 570210 929687 34885623 24592503 19787618 13663416 2290110 396903 912812 1001631 352791 530273 228011329 97220119 131835727 130791210 33133000 37965000 130000 440541 368377 224208432 210369000 5768366 5834091 5682229 5887402 47245000 37465000 60831 63020 9720451 11692487 68476877 60942000 X 119179603 121729000 29248467 20395000 7303485 7303000 155731555 149427000 224208432 210369000 X -3546880 -2757675 X false true true X true true X 25842204 19205470 13524906 13884261 16910890 89367731 27351867 17071581 17661814 15624369 15738921 93448552 53194071 36277051 31186720 29508630 32649811 182816283 5893437 176922846 633182 1148318 498907 602399 1089974 3972780 39294 20727 24317 74240 158578 186947641 159835852 0.94640 0.94520 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 115778 false false 115778 false II-B Line 1A-J This Chicago Zoological Society is a private nonprofit organization that operates Brookfield Zoo on land owned by the Forest Preserve District of Cook County. Brookfield Zoo was created through an act of the Illinois Legislature and the Society annually receives partial funding from Cook County to maintain and operate the Zoo. Occasionally, the laws and regulations under which the Society was organized and is funded and operated require updating. The Society may II-B Line 1A-J contd advise and assist appropriate legislative bodies in this activity. It may also advocate the adoption or rejection of legislation. By virtue of a management agreement with the District, the Society is periodically called upon to advise on matters of public policy. The Society also employs certain staff and consultants to communicate with the State of Illinois, federal officials, county commissioners and other government officials, to inform those parties of the activities of the Society. II-B Line 1A-J contd Additionally, as required during the year, the Societys president and designated staff attend national and international professional group meetings and otherwise communicate with those groups on various matters, including the expression of opinions to appropriate congressional representatives, congressional committees or other deliberative bodies that influence public policy concerning species in danger of extinction, environmental management, II-B Line 1A-J contd the biological sciences and kindred subject, and federal regulatory agency activities affecting wildlife and its management. Also, as needed from time to time, the Society contacts its members, staff and volunteers to encourage them to express their views on pending legislation that may have a direct impact on the Society and its conservation programs. 2 259197 202655 1809650 false false X X X X false false true 15750000 325000 -390000 454000 32000 15199000 14012000 412000 2092000 689000 77000 15750000 11708000 344000 2586000 521000 105000 14012000 16350000 672000 -4748000 469000 97000 11708000 0.26000 0.48000 0.26000 true false 221372284 92939529 128432755 5683192 4280590 1402602 955853 955853 130791210 Accrued Post Retirement Benefit Obligation 6355294 Accrued Sick Pay Benefit Obligation 1798602 Charitable Gift Annuity Obligation 409828 Market Value of Swap Agreements 3127696 Other 1067 11692487 59499679 63046559 -3546880 -1788675 -968445 -2757120 -6304000 61942000 -1788675 67353 -1721322 63663322 14489 -4178132 -4163643 59499679 67277000 67353 4177577 4244930 63032070 14489 14489 63046559 I 5 and 6 The Society does not maintain any donor advised funds. Other Funds consist of the Chicago Board of Trade Endangered Species Fund and the CZS Womens Board Fund. Contributions to these funds come from donors as well as proceeds from fundraising events and investment income. Grants are decided by committees as described in Schedule I. At times, donors who have given money to the fund may also sit on the granting committee but no one donor may decide on the grant awards. All grants awarded I 5 and 6 contd must follow the guidelines and processes established by CZS. CZS Board of Trustees has final approval of all Chicago Board of Trade Endangered Species Fund Committee recommended grant awards. CZS Management has final approval of all CZS Womens Board recommended grant awards. III 1A Animal Collections, which were acquired through breeding loans, purchases and contributions, are not recognized as assets on the Statement of Financial Position. Costs to acquire collection items are recorded as decreases in unrestricted net assets in the year in which the animals are acquired. Proceeds from deaccessions are reflected as increases in the appropriate net asset class. The Societys animal collection consists of specimens with numerous attributes including, taxonomic group, III 1A contd age, sex, relationship and value to other animals, endangered status and breeding potential. The Society retains a record of every animal in a permanent file. An inventory of the collection is prepared annually. Professionally trained keeper staff and population managers provide daily care for the colletion and determine population needs. III 4 The more than 2500 ambassadors of the animal kingdom which make up the CZS collection provide our visitors a rare opportunity to see species from around the globe. The collection, in connection with our education programs, provides CZS the opportunity to teach guests about animals and nature, conservation and other related topics. IV 2B CZS acts as fiscal agent for certain subgroups of the AZA Species Survival Plan Grps, Taxon Advisory Grps, Strat. Action Grps or other similar groups where the current chair of the group is a CZS employee. The funds are tracked separately on CZS books as an offsetting asset and liability. Funds expended from these accounts are subject to the same policies as other CZS expenses. If the Chair of the group changes or moves to another institution, the funds are transferred to that institution. V 4 The Societys endowment consists of 11 different funds established to support a variety of CZS programs including conservation and research, education and outreach, care of the animal collection and grounds, and general operations. Additionally, the Society is the designated beneficiary of the interest income on a 1 million endowment established and maintained by the Chicago Community Trust. The CCT maintains variance power over this endowment and, accordingly, the Society has not included it V 4 Contd in its financial statements. VI 1A-E The Society operates a zoological park on land owned by the Forest Preserve District of Cook County, IL which is provided to the Society at no charge. The land site of the Zoo, accordingly, is not recorded on the Societys financial statements. All park improvements acquired by the Society are legally owned by the District. All Park improvements acquired by the Society, including those acquired with District funds, are recorded as park improvements on the Societys financial statements. VI 1A-E Contd The amount in Other represents construction in progress on capital assets. Once a capital assets is complete and in use, the total amount for that project is closed out of construction in progress and transferred to park improvements. X 2 The Societys application of GAAPUSA regarding uncertain tax positions had no effect on its financial position as management believes the Society has no material unrecognized income tax benefits, including any potential risk of loss of its not-for-profit status. The Society would account for any potential interest or penalties related to possible future liabilities for unrecognized income tax benefits as income tax expense. The Society is no longer subject to X 2 Contd examination by federal, state or local tax authorities for periods before 2008. XI 8 Other Adjustments - Change in post retirement benefits not yet recognized in operations -969,000, rounding and misc. adjustment 555 XII 4B Other Adjustments - Cost of Sales Inventory -3,416,847, fundraising event expense -753,365, raffle expense -7920 XIII 2D Other Adjustments - Cost of Sales Inventory 3,416,847, fundraising event expense 753,365, raffle expense 7,920, rounding and misc. adjustment -555 true Central America and the Caribbean grants to recipients in region 3000 Central America and the Caribbean program services attend conservation related conference 1888 East Asia and the Pacific grants to recipients in region 12260 East Asia and the Pacific program services attend conservation related conference 2730 Europe grants to recipients in region 25000 Europe program services attend conservation related conference 3073 Europe program services membership in conservation organization 12052 North America program services attend conservation related conference 4424 South America grants to recipients in region 38745 South America program services conservation related fieldwork 18979 South Asia grants to recipients in region 4700 South Asia program services attend conservation related conference 52 Sub-Saharan Africa grants to recipients in region 27130 154033 154033 Europe Conservation research fieldwork 25000 wire transfer South America Conservation research fieldwork 10000 check Sub-Saharan Africa Conservation research fieldwork 10000 wire transfer 3 Conservation research fieldwork South America 5 16245 wire transfer Conservation research fieldwork East Asia and the Pacific 2 8260 wire transfer Conservation research fieldwork Sub-Saharan Africa 3 8130 wire transfer Conservation research fieldwork South Asia 1 4700 wire transfer false false false false false false I Line 2 The Society awards grants through its Chicago Board of Trade Endangered Species Fund CBT ESF. The grant cycle is 2 times per year. Grant proposals are reviewed by a team of approximately 20 reviewers. All proposals must be endorsed by an IUCN Species Survival Committee or other major, internationally known conservation organization, the AZA/WAZA, or other major zoo organization. For any individuals/organizations who are not US Citizens/entities, the Society checks the most recent OFAC Control I Line 2 Contd List of Specifically Designated and Blocked Persons as well as the Consolidated List established and maintained by the 1267 Committee with respect to Al-Qaida, Usama bin Laden, and the Taliban and other individuals, groups, undertakings and entities associated with them. Approximately 50,000 is awarded each cycle, usually in amounts of 2,000 to 5,000 per grant. Final award recommendations are presented to the Executive Committee of the Board of Trustees by the CBT ESF Committee members. I Line 2 Contd Status reports are required from recipients 6 months after the receipt of the funds. Final reports are due 1 year after receipt of the funds along with a final accounting of the grant funds expended. In addition, other grant funds are given by the Society to major, internationally known conservation organizations in support of their general conservation mission. These contribtuions are determined annually by Society management and approved by the Board as part of the annual operating budget. I Line 3, Col F Part II Line 1, and Part III All expenditures are reported using the accrual method of accounting. X X X X X X X true Hurley and Associates 2130 Lincoln Park West 15 South Chicago IL 60614 Consulting-Leadership Campaign false 1876996 8800 1868196 Patricia J Hurley and Associates 205 W Wacker Drive Suite 1400 Chicago IL 60606 Consutling-Fundraising dinners false 1850678 106902 1743776 3727674 115702 3611972 FL IL IN WI Whirl Gala 1369908 1158098 211810 165627 89044 10000 312880 Conservation Award Dinner 480770 439134 41636 11561 36367 15000 59858 1 118641 31554 87087 6050 46978 1969319 1628786 340533 6050 177188 125411 25000 419716 753365 -412832 51800 7870 50 true 0.74000 51800 7870 50 7920 43880 IL true false true false 1.00000 Heather Bilcer CZS Controller 3300 Golf Road Brookfield IL 60513 false T Sykes 326 As VP Dev., Mr. Sykes spends a small of amt of his time supervising the raffle. X false true Society for Marine Mammal Conservations 8272 Moss Landing Rd Moss Landing CA 95039 942842655 501c3 35000 Spt for conservation conference Vital Ground Foundation Bldg 2-T Fort Missoula Rd Missoula MT 59804 870483446 501c3 7500 general operating spt 2 Educ. Scholarship for Conservation Science Studies 5 9500 I Line 2 CZS awards grants and assistance through a variety of programs. For awards under the CBT ESF program as well as general contributions to major conservation organizations, see details in Schedule F, part IV. CZS also provides grants and assistance through its educational scholarship programs and bus stipends programs. CZS maintains records to substantiate amounts, elegibility and selection criteria. Procedures are in place to monitor grants to ensure they are used for proper purposes including, I Line 2 Contd where applicable, periodic reporting by the grantee. X X true true X X X X X true false false false false false false false false Stuart D Strahl PhD 365346 44475 6738 20044 436603 Cindy Zeigler 250000 2970 3952 344 257266 Dr Alejandro Grajal 184422 1177 3762 17476 206837 Kenneth S Kaduk 183067 825 5042 13304 202238 Frank W Zeigler 167630 1962 17847 187439 Sarah Breen-Bartecki 167416 468 4537 6084 178505 Matthew Mayer 154529 10000 343 2279 5886 173037 Terrence Sykes 162921 324 2509 17746 183500 Brian Krockey 111052 44498 16895 172445 Anna Clarke 143697 1608 3781 3125 152211 I 1A As provided for in the executive employment agreement approved by the Board of Trustees, the President received a housing allowance and a gross up payment equivalent to the tax obligation for the value of Society provided life insurance. Both were treated as taxable compensation to the President. I 4A As provided for in the Severance Agreement with the Sr. Director of Food Service Operations related to the elimination of the position, he received a severance payment of 41,278. Village of Brookfield Cook County IL 366005807 112732AAD 2008-06-18 39850000 Construction and renovation of certain buildings and exhibits false false false Village of Brookfield Cook County IL 366005807 00000NONE 2005-12-22 3530000 Refinance of remaining series 1995A Bonds false false false 9130000 39850000 595445 296598 30539559 2010 false false true true 3530000 70600 872 3458528 1998 true false true true false false false false false 0.01280 0.01280 true false true true The Northern Trust Co 0000000007.000000000000 false false false false false false true true The Northern Trust Co 0000000004.900000000000 false false false false true HDO Inc Trustee Bert A. Getz, Jr. serves as Director 116444 Tent Rental false Freeborn& Peters LLP Secretary of the Board Randall G. Vickery serves as a Partner 703361 Legal Services false The Northern Trust Company Trustee Arthur J. Fogel serves as Executive VP/Managing Director 399451 Banking, Investment and LC services false Cindy Zeigler Family Member of Key employee 257266 employment false Frank W Zeigler Family Member of Key employee 187439 employment false IV 1 During 2011, the Society used HDO, Inc. for tent rental services. Trustee Bert A. Getz, Jr. serves as a Diretor of HDO, Inc. This transaction followed the Societys established procurement policy and rates are competitive with market rates. IV 2 During 2011, the Society used Freeborn Peters LLP for legal services. Secretary of the Board Randall G. Vickery serves as a Partner of Freeborn Peters. This transaction followed the Societys established procurement policy and rates are competitive with market rates. IV 3 During 2011, the Society used The Northern Trust Company for banking, investment and letter of credit services. Trustee Arthur J. Fogel serves as an Executive VP and Managing Partner at Northern Trust. This transaction followed the Societys established procurement policy and rates are competitive with market rates. IV 4 During 2011, Cindy Zeigler was employed as Sr. VP of Institutional Advancement. She is a family member of Key Employee Frank W. Zeigler. Her employment follows the Societys established recruiting, hiring and compensation policies. IV 5 During 2011, Frank W. Zeigler was employed as Sr. VP Collection and Animal Care. He is a family member of Key Employee Cindy Zeigler. His employment follows the Societys established recruiting, hiring and compensation policies. X 1 1250 cost or selling price X 5760 cost or selling price X 1 27655 MSRP X 36 413460 price of stock on gift date X 1 129591 appraisal X 12 28324 cost or selling price X 4 56614 cost or selling price X 132 X Operating Supplies 90 212145 cost or selling price X charity fundraiser items 4 23957 cost or selling price X charity auction items 15 74890 cost or selling price X charity raffle items 7 7870 cost or selling price false true false I 33 Securities Current year contributions of stock which represent payments on pledges recorded as contribution revenue in a previous year are not included in the revenue shown on Form 990, Part VIII, Line 1g. I 33 Collection Items/Scientific Specimens - A zero amount was reported on Form 990, Part VIII, Line 1g because the Society does not capitalize its collection, as allowed under SFAS 116. Form 990 Part VI 1A The fiscal, general oversight, and policies of the Society are vested in a Board of not more than 58 Trustees. As of December 31, 2011there were 50 voting Trustees. The elected Officers of the Board, the chairs of the standing committees and such other Trustees as may be appointed by the Chairman constitute the Executive Committee. The Executive Committee has the power to transact all regular business of the Society during the period between the regular Board meetings. Form 990 Part VI 2 Corwith Hamill, Honorary Chairman of the Board of Trustees and Elizabeth Hamill Bramsen, Vice-Chairman of the Board - Family Relationship Larry DeMar, Trustee and Vicki DeMar, Trustee - Family Relationship Cindy Zeigler, Key Employee and Frank W. Zeigler, Key Employee - Family Relationship Form 990 Part VI 6 The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Governance Committee of the Board of Trustees and voted on by the full Board of Trustees. Form 990 Part VI 7A The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Governance Committee of the Board of Trustees and voted on by the full Board of Trustees. Form 990 Part VI 11A The IRS Form 990 is prepared by Societys management and reviewed and signed by the Societys tax advisor. The Form 990 is also reveiwed by the Audit Committee of the Board of Trustees. A copy of the entire final version of the form is also made available to the Board of Trustees prior to filing with the IRS. Form 990 Part VI 12C Annually, a conflict of interest form is sent out to all members of the Board of Trustees, Key Employees and any employee with purchasing authority. The form covers potential conflicts through financial interests, use of Society services, privileged information and representation of Society interests. It also covers specific disclosures required by the IRS Form 990 and the Illinois AG990IL. Board of Trustee responses are reviewed by the Secretary of the Board and the Sr. VP Finance and Admin. who together determine if a conflict exists. Employee responses are reviewed by the VP Human Resources and the Sr. VP Finance and Admin. Any conflicts are addressed to ensure that all internal procedures are followed for any transactions with that individual and that all items requiring disclosure are properly noted. Any Board members with a conflict must abstain from voting on Form 990 Part VI 12C contd decisions involving the transaction in question. Any transactions entered into with interested persons follow the Societys established procurement policies and are provided at rates competitive with market rates. Form 990 Part VI 15A and 15B The Societys policy for approval of compensation arrangements with officers and certain senior employees requires review and approval of the compensation arrangement by the Executive Committee of the Board, excluding anyone who is related to or under the control of the person involved in the arrangement. The Committee relies on appropriate comparability data which indicates the types and levels of similar compensation and benefit packages for similar positions provided by similar organizations. The Committee documents the basis for its determination of the reasonableness of compensation. This process is done annually for the President, Sr. VP Finance and Admin and the Sr. VP of Institutional Advancement in any year where there is an increase in compensation. Form 990 Part VI 19 Governing documents are available through applicable governmental agencies the conflict of interest policy and financial statements are available upon written request to the Society. Form 990 Part V 7h The Society received a donated car from a car dealership, however this donation was exempt from 1098-C reporting since it does not meet the definition of a qualified vehicle for 1098-C reporting purposes. Form 990 Part XI 5 Other changes in net assets or fund balances Net unrealized gain/loss on investments -1,788,675 Changes in Post Retirment Benefits not yet recognized in operations -969,000 Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 6,832,000, Grants and allocations 192,514, Revenue 621,246 Center for Conservation Leadership CCL Through its many conservation and education programs, CZS communicates with others to engender in them a sense of ownership about living harmoniously with nature and helping save endangered species. Education specialists, curators, graphic and exhibit designers, photographers and many others contribute to sharing this information with visitors. As well as reaching the 2.1 million visitors, CZS engages would be conservationists outside of the Zoo including classrooms of school children, teachers and community leaders. Additionally through field programs, CZS supports efforts to protect and restore populations of threatened species in other parts of the world. The CCL strengthens the bridge between education and conservation, between field research and the animals in our care. Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 2,987,000, Grants and allocations 0, Revenue 5,114,939 Admissions and Parking In the course of a year, over 2.1 million visitors enjoy the experience of seeing and learning about the animals of the world. Each individual that enters Brookfield Zoos gates represents an opportunity a chance to introduce representatives of the wild world, to convey our intertwined connections to the animal kingdom, and to encourage positive change in the world. The Brookfield Zoo is open every day of the year. Admission is free to the general public 52 days each year and at all times to Illinois school groups and to military personnel. On certain days throughout the summer extended hours are offered to be more accessible to a more diverse audience. Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 1,235,000, Grants and allocations 0, Revenue 2,265,463 Membership The membership program services our 109,000 member households, providing them with the opportunity to participate in the conservation and educational efforts of CZS. Member services fulfills new and renewing memberships, answers member questions at locations throughout the park and via telephone and provides educational member Animail updates via email. Members receive unlimited free admission, free or discounted parking and in-park attraction admissions and discounts on food, merchandise and educational classes. Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 3,066,000, Grants and allocations 0, Revenue 954,895 Marketing and Public Relations CZSs marketing and public relations draws thousands of visitors throughout the year to discover, celebrate and help conserve natures gifts. Through production of seasonal themed events such as Holiday Magic, Creatures of the Night, Boo at the Zoo and Real Fan Days, CZS attracts attendance and exposes a wider audience to our mission. Through celebratory events including Party for the Planet, Ape Awareness Month and Bear Awareness Weekend CZS inspires conservation leadership. Through outreach programming to local communities and organizations, CZS reaches out to those who may not have an opportunity to visit the zoo otherwise. Additionally, CZS produces two complementary websites CZS.org is devoted to in-depth discussion of conservation issues designed to inspire conservation leadership in our guests brookfieldzoo.org acquaints future and past visitors with the many exhibits within the Zoo, upcoming special events and visit planning tools. Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 7,517,000, Grants and allocations 0, Revenue 0 Depreciation Depreciation on the Zoos 228 million in buildings and equipment, including animal exhibits, animal care facilities, education spaces, shops and restaurants. Form 990, Part III, Line 4d Program Service Expenses 6,832,000, Grants and allocations 192,514, Revenue 621,246 Center for Conservation Leadership CCL Through its many conservation and education programs, CZS communicates with others to engender in them a sense of ownership about living harmoniously with nature and helping save endangered species. Education specialists, curators, graphic and exhibit designers, photographers and many others contribute to sharing this information with visitors. As well as reaching the 2.1 million visitors, CZS engages would be conservationists outside of the Zoo including classrooms of school children, teachers and community leaders. Additionally through field programs, CZS supports efforts to protect and restore populations of threatened species in other parts of the world. The CCL strengthens the bridge between education and conservation, between field research and the animals in our care. Form 990, Part III, Line 4d Program Service Expenses 2,987,000, Grants and allocations 0, Revenue 5,114,939 Admissions and Parking In the course of a year, over 2.1 million visitors enjoy the experience of seeing and learning about the animals of the world. Each individual that enters Brookfield Zoos gates represents an opportunity a chance to introduce representatives of the wild world, to convey our intertwined connections to the animal kingdom, and to encourage positive change in the world. The Brookfield Zoo is open every day of the year. Admission is free to the general public 52 days each year and at all times to Illinois school groups and to military personnel. On certain days throughout the summer extended hours are offered to be more accessible to a more diverse audience. Form 990, Part III, Line 4d Program Service Expenses 1,235,000, Grants and allocations 0, Revenue 2,265,463 Membership The membership program services our 109,000 member households, providing them with the opportunity to participate in the conservation and educational efforts of CZS. Member services fulfills new and renewing memberships, answers member questions at locations throughout the park and via telephone and provides educational member Animail updates via email. Members receive unlimited free admission, free or discounted parking and in-park attraction admissions and discounts on food, merchandise and educational classes. Form 990, Part III, Line 4d Program Service Expenses 3,066,000, Grants and allocations 0, Revenue 954,895 Marketing and Public Relations CZSs marketing and public relations draws thousands of visitors throughout the year to discover, celebrate and help conserve natures gifts. Through production of seasonal themed events such as Holiday Magic, Creatures of the Night, Boo at the Zoo and Real Fan Days, CZS attracts attendance and exposes a wider audience to our mission. Through celebratory events including Party for the Planet, Ape Awareness Month and Bear Awareness Weekend CZS inspires conservation leadership. Through outreach programming to local communities and organizations, CZS reaches out to those who may not have an opportunity to visit the zoo otherwise. Additionally, CZS produces two complementary websites CZS.org is devoted to in-depth discussion of conservation issues designed to inspire conservation leadership in our guests brookfieldzoo.org acquaints future and past visitors with the many exhibits within the Zoo, upcoming special events and visit planning tools. Form 990, Part III, Line 4d Program Service Expenses 7,517,000, Grants and allocations 0, Revenue 0 Depreciation Depreciation on the Zoos 228 million in buildings and equipment, including animal exhibits, animal care facilities, education spaces, shops and restaurants. Form 990 Part VI Section A Line 1A The fiscal, general oversight, and policies of the Society are vested in a Board of not more than 58 Trustees. As of December 31, 2011there were 50 voting Trustees. The elected Officers of the Board, the chairs of the standing committees and such other Trustees as may be appointed by the Chairman constitute the Executive Committee. The Executive Committee has the power to transact all regular business of the Society during the period between the regular Board meetings. Form 990 Part VI Section A Line 2 Corwith Hamill, Honorary Chairman of the Board of Trustees and Elizabeth Hamill Bramsen, Vice-Chairman of the Board - Family Relationship Larry DeMar, Trustee and Vicki DeMar, Trustee - Family Relationship Cindy Zeigler, Key Employee and Frank W. Zeigler, Key Employee - Family Relationship Form 990 Part VI Section A Line 6 The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Governance Committee of the Board of Trustees and voted on by the full Board of Trustees. Form 990 Part VI Section A Line 7A The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Governance Committee of the Board of Trustees and voted on by the full Board of Trustees. Form 990 Part VI Section B Line 11A The IRS Form 990 is prepared by Societys management and reviewed and signed by the Societys tax advisor. The Form 990 is also reveiwed by the Audit Committee of the Board of Trustees. A copy of the entire final version of the form is also made available to the Board of Trustees prior to filing with the IRS. Form 990 Part VI Section B Line 12C Annually, a conflict of interest form is sent out to all members of the Board of Trustees, Key Employees and any employee with purchasing authority. The form covers potential conflicts through financial interests, use of Society services, privileged information and representation of Society interests. It also covers specific disclosures required by the IRS Form 990 and the Illinois AG990IL. Board of Trustee responses are reviewed by the Secretary of the Board and the Sr. VP Finance and Admin. who together determine if a conflict exists. Employee responses are reviewed by the VP Human Resources and the Sr. VP Finance and Admin. Any conflicts are addressed to ensure that all internal procedures are followed for any transactions with that individual and that all items requiring disclosure are properly noted. Any Board members with a conflict must abstain from voting on Form 990 Part VI Section B Line 12C contd decisions involving the transaction in question. Any transactions entered into with interested persons follow the Societys established procurement policies and are provided at rates competitive with market rates. Form 990 Part VI Section B Line 15A and 15B The Societys policy for approval of compensation arrangements with officers and certain senior employees requires review and approval of the compensation arrangement by the Executive Committee of the Board, excluding anyone who is related to or under the control of the person involved in the arrangement. The Committee relies on appropriate comparability data which indicates the types and levels of similar compensation and benefit packages for similar positions provided by similar organizations. The Committee documents the basis for its determination of the reasonableness of compensation. This process is done annually for the President, Sr. VP Finance and Admin and the Sr. VP of Institutional Advancement in any year where there is an increase in compensation. Form 990 Part VI Section C Line 19 Governing documents are available through applicable governmental agencies the conflict of interest policy and financial statements are available upon written request to the Society. Form 990 Part V Line 7h The Society received a donated car from a car dealership, however this donation was exempt from 1098-C reporting since it does not meet the definition of a qualified vehicle for 1098-C reporting purposes. Form 990 Part XI Line 5 Other changes in net assets or fund balances Net unrealized gain/loss on investments -1,788,675 Changes in Post Retirment Benefits not yet recognized in operations -969,000