2011-05-16T16:24:43-05:00 2010-06-30 Schmidt Westergard & Company PLLC 77 West University Drive Mesa AZ 852015830 990 2009-07-01 860174843 Arizona Zoological Society ARIZ 6022731341 455 N Galvin Parkway Phoenix AZ 85008 Bonnie Mendoza 6022731341 2011-05-13 1 Jeffrey A Bither 4808346030 2009 2016-02-24 21:20:13Z Norberto J Castro 455 N Galvin Parkway Phoenix AZ 85008 25473383 0 X www.phoenixzoo.org X 1961 AZ To carry on charitable, scientific and educational purposes with special emphasis on maintaining a zoological park in central Arizona. The Phoenix Zoo provides experiences that inspire people and motivate them to care for the natural world. 28 28 455 380 0 0 7859755 5399655 10875880 10816522 259595 462535 4496628 4438859 23491858 21117571 29320 0 10103051 9516985 94739 84000 1830880 9362759 8194691 19560549 17824996 3931309 3292575 34393644 38602885 3062107 3004788 31331537 35598097 To carry on charitable, scientific and educational purposes with special emphasis on maintaining a zoological park in central Arizona. 0 0 13025509 15303950 Arizona Zoological Society operates a 126-acre zoological park with over 1,400 animals in exhibition and participates in worldwide species survival plans. Through ecosystem exhibition, education and conservation, the zoo serves visitors with a mission to provide experiences that inspire people and motivate them to care for the natural world. With a focus on experiential learning, the zoo also conducts a variety of educational activities focused on children as their primary audience to emphasize caring relationships, personal responsibility and action to conserve animals and nature in general. Examples of additional educational activities include overnight camps, intersession camps, volunteer opportunities and teen programs for career development in animal sciences and general animal care-giving. Additionally, the zoo conducts offsite activities to travel to local classrooms and rural communities providing approximately 40,000 children with classroom demonstrations of animals they would otherwise not see due to inaccessibility to the park. The Phoenix Zoo serves more than 1.5 million guests annually. Equally important, the Zoo is the state's most popular attraction for children and our educational programs connect to and complement the work of many Zoo partners, including schools, conservation groups, and other cultural institutions that support the communities of Greater Phoenix and Arizona. As an independent nonprofit 501(c)(3) corporation, the Phoenix Zoo has successfully operated as a self-sustaining enterprise throughout its 49-year history, receiving no operational funding from any public source. We receive all of our operational support from admissions, concessions, memberships, events and philanthropy. 13025509 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 1 36 0 1 455 1 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 28 28 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X Bonnie Mendoza 6022731341 1805 N Scottsdale Rd Ste 7 Tempe AZ 85281 Christopher J Hogan 2.00 X 0 0 0 JoEllen Doornbos 2.00 X 0 0 0 Michelle Mace-Basha 5.00 X 0 0 0 David L Pulatie 2.00 X 0 0 0 Derek J Kerr 5.00 X 0 0 0 Mary S Alexander 5.00 X 0 0 0 JT Benton 2.00 X 0 0 0 Albert W Morris 2.00 X 0 0 0 Jean C Bingham 2.00 X 0 0 0 Cynthia Buness 2.00 X 0 0 0 Eric Crown 2.00 X 0 0 0 Aaron T Detzer 2.00 X 0 0 0 Peter J Faur 5.00 X 0 0 0 Dr Bertram Feingold 2.00 X 0 0 0 Larry A Fink 2.00 X 0 0 0 Michelle M Clarke 2.00 X 0 0 0 Richard M Hayslip 2.00 X 0 0 0 Sean Noble 2.00 X 0 0 0 Richard D Peterson 2.00 X 0 0 0 Raymond K Ramella 5.00 X 0 0 0 Jeff Schumacher 2.00 X 0 0 0 Gabrielle Vitale 5.00 X 0 0 0 Darlene M Wauro 2.00 X 0 0 0 Harry A Papp 2.00 X 0 0 0 Mrs Arthur Sue Greenfield 2.00 X 0 0 0 Dale Larsen 2.00 X 0 0 0 Fred M Cummings 2.00 X 0 0 0 Stephen T Higgins 2.00 X 0 0 0 Dr Chris Visser 2.00 X 0 0 0 Jan Patton 2.00 X 0 0 0 Bill Hewitt 2.00 X 0 0 0 Susan Telesko 2.00 X 0 0 0 Norberto Castro 40.00 X 249539 0 21391 Jeff Williamson 40.00 X 165274 0 30317 Bonnie Mendoza 40.00 X 122706 0 26548 537519 0 78256 3 0 1 0 Okland Construction Co Inc 1700 N McClintock Tempe AZ 85281 Construction Contractor 914133 WDM Architects PA 105 N Washington St Wichita KS 672022815 Architectural firm 617688 Wood Patel & Associates Inc 2051 W Northern AveSte 100 Phoenix AZ 85021 Civil Engineering Firm 396321 Urias Communications PO Box 14935 Scottsdale AZ 852674935 Advertising Agency - Spanish 281944 Dataprose Inc Dept 8252 Los Angeles CA 900848252 Printing for membership, Renewals 215416 12 371476 5028179 1140428 5399655 Admission Revenue 713110 9154366 9154366 Group Services 900099 882564 882564 Educational Services 900099 779592 779592 10816522 336713 336713 4226278 98844 4198507 793 27771 98051 125822 -793 126615 68550 371476 147206 -78656 -78656 29250 9306 19944 19944 food/retail concession 453220 2864587 2864587 Zoolights Admissions 713110 1623634 1623634 Other 900099 9350 9350 4497571 21117571 15303950 0 413966 15595 15595 13725 13725 749112 91914 657198 7026738 5676522 755129 595087 222250 165388 40631 16231 999433 895595 103838 519452 386551 94966 37935 12630 12630 39260 39260 84000 84000 14169 14169 417183 86413 330770 583140 485076 7953 90111 1182457 412847 215737 553873 46163 133 16056 29974 117523 117523 68208 30214 35396 2598 40045 24517 11502 4026 8123 8123 1974942 1742677 136934 95331 199805 199805 Exhibit Utilities, Repa 1477664 1477664 Cost of Products 828306 810920 17386 Animal Collection Expen 583135 583135 Miscellaneous Expense 315918 47818 249607 18493 Special Event Expense 143474 78805 386 64283 142546 24832 117714 17824996 13025509 2968607 1830880 4817890 5601234 1710030 721293 751615 761964 85803 85063 80000 60000 162472 138210 113597 87047 43916492 27009723 15871263 16906769 5590582 8636976 5210392 5604329 34393644 38602885 1671838 1517852 1390269 1324234 0 162702 3062107 3004788 X 20342682 22936921 5587556 6515877 5401299 6145299 31331537 35598097 34393644 38602885 X 0 1 1 X 0 X 2940965 3585082 8177857 7859755 5340909 27904568 2940965 3585082 8177857 7859755 5340909 27904568 372703 27531865 278371 1070915 474851 450531 336713 2611381 1625956 1443050 1468587 4522961 4497571 13558125 44074074 0.62470 0.65940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1920176 610379 68595 2599150 1022685 922575 -25084 1920176 0.63000 0.29000 0.08000 0 0 7409271 4388915 3020356 13611200 7885912 5725288 22896021 14734896 8161125 16906769 Deposits 24329 Beneficial Interest in Perpetual Trusts 5400000 Beneficial Interest in Remainder Trust 180000 5604329 Obligations under Capital Lease 162702 162702 21117571 17824996 3292575 171985 802000 973985 4266560 23147896 171985 898920 959420 2030325 21117571 0 21117571 18881336 898920 157420 1056340 17824996 0 17824996 Part XI, Line 8 - Other Adjustments: Adjustment to reflect fair value of gift annuity: 744000. Receivable Discount: -12000. Change in Value for charitable remainder trust: 70000. Part XII, Line 2d - Other Adjustments: Special event direct expense included in revenue: 156512. Cost of merchandise included in revenue: 908. Receivable Discount: -12000. Adjustment to reflect fair value change in gift annuity: 744000. Change in value for Charitable Remainder Trust: 70000. Part XIII, Line 2d - Other Adjustments: Special Event Direct Expense included in revenue: 156512. Cost of Merchandise included in Revenue: 908. 1 East Asia and the Pacific Grant for conserving orang-utan and Bornean elephant in Sabah 3000 Sub-Saharan Africa Grant for community conservation of Grevy's zebra in the Laisamis region of Northern Kenya 2980 East Asia and the Pacific Grant for students: involving local students in studies to improve Philippine crocodile head start 3000 East Asia and the Pacific Grant for Reintroduction program of the endangered Booroolong frog 2365 Europe (Including Iceland & Greenland) Grant for resolving conflict through communication: area Ruaha National Park, Tanzania 2380 0 0 13725 X Schedule F, Part IV Other Information The Arizona Zoological Society receives reports back on project and its progress relative to the grant's purpose. X X X X X X 1 Young & Company Capital campaign consulting 0 2847657 84000 2763657 2847657 84000 2763657 AZ ZooFari 378135 362750 15385 89330 Rock the Zoo 61891 8726 53165 57876 440026 371476 68550 147206 147206 -78656 29250 1060 7700 546 1 0.83000 29250 1060 7700 546 9306 19944 AZ 0 A license is not required under state law. 0 1 0 1.00000 Corey Jones Accounting Manager 455 North Galvin Parkway Phoenix AZ 85008 0 Amy Sutherland Special Events Mana 211 Special events preparation and coordination of events. X 0 1 X Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Reporting requirement by recipient within one year of grant date updating Arizona Zoological Society on the accomplishments of the projects that the grants relate to. X 0 1 X X X X X 0 0 0 0 0 0 0 0 1 0 Norberto Castro 198923 0 0 0 50616 0 3979 0 17412 0 270930 0 0 0 Jeff Williamson 165274 0 0 0 0 0 12119 0 18198 0 195591 0 0 0 Part I, Line 1b There is an agreement in place regarding a loan with key executive. Part I, Line 8 CEO has a contract Norberto J Castro To facilitate relocation X 100000 60000 0 1 1 60000 BCBS Board Member is key employee of BCBS 1076164 The Zoo purchased health insurance benefits through board member's employer, BCBS. 0 X 14 15960 FMV X 1 7292 FMV X 7 1021706 FMV X 3 935 FMv X Furniture & Equipment 4 19000 FMV X Gift cards 106 56251 Cash value X Miscellaneous 8 10849 Cost of Product X Jewelry 4 8435 FMV 0 0 1 0 Form 990, Part VI, Section A, line 4 Significant changes to the bylaws of the organization consisted of: - Changes to the membership level of voting members as a membership privilege. - Changes to methods of ballot handling for the election of trustees to the board. - Changes to the rules of voting by membership on the election of trustees. - Provision for a Board Development Committee to select qualified candidates for election to the board. - Election and term of office of trustees, including the limitation that no Trustee shall serve for more than three consecutive three-year terms. - The Board may not adopt an amendment to the Bylaws to extend the term of a trustee beyond that for which the members elected the Trustee. Without approval of the members, the Board cannot adopt, amend or appeal any amendment to the Bylaws that would increase or extend terms of directors, increase the quorum for members' meetings, change members' proxy rights, authorize cumulative voting, increase the number of Trustees appointed by the Board, or authorize the Board to fill a vacancy created by the removal of a Trustee by the Members. Form 990, Part VI, Section A, line 6 Not-for-profit corporation with members. Form 990, Part VI, Section A, line 7a Certain Zoo membership levels have voting privileges for board positions. Form 990, Part VI, Section B, line 11 The review of the form 990 is delegated to the finance committee, a subgroup of the board. Form 990, Part VI, Section B, line 12c Conflict of Interest forms are signed annually, and return of forms is tracked by the Human Resource Department. Form 990, Part VI, Section B, line 15 The Human Resource Department performs a thorough market comparison of all positions at least every two years, comparing a minimum of three comparable wages considering job responsibilities as well as regional cost of living analysis. Form 990, Part VI, Section C, line 19 The Zoo obtains a Public Inspection copy of Form 990 that is available to the public upon request. Form 990 is also located on GuideStar. Articles of incorporation are available through AZ Corporation Commission and annual reports are filed with AZ Corporation Commission, which are available on the web. The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. FORM 990, PART XI, Line 2C: Explanation to describe any changes to process of oversight of the audit: No change has taken place in the process. It is the same as in the prior years. The Phoenix Zoo Auxiliary 455 N Galvin Parkway Phoenix AZ 85008 201917394 To raise funds for the Arizona Zoological Society and promote education AZ 501(c)(3) 11D N/A 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 Phoenix Zoo Auxiliary C 20000