2011-08-15T16:03:38-05:00 2010-09-30 LANE GORMAN TRUBITT PLLC 2626 HOWELL STREET SUITE 700 DALLAS TX 752044064 990 2009-10-01 750964982 Dallas Zoological Society DALL 4695547400 650 SOUTH RL THORNTON FREEWAY DALLAS TX 752032996 Michael Meadows 2011-08-15 true James Youngblood 2148717500 2009 2016-02-24 21:20:13Z MICHAEL MEADOWS 650 SOUTH RL THORNTON FREEWAY DALLAS TX 75203 7383350 false X WWW.DALLASZOO.COM X 1955 TX SUPPORT OF THE DALLAS ZOO AS AN OUTSTANDING CENTER OF EDUCATION, ENTERTAINMENT AND WILDLIFE CONSERVATION THROUGH FUNDRAISING, VOLUNTEERISM, PUBLIC PROMOTION, AND ENHANCING THE VISITOR EXPERIENCE. 55 55 26 695 0 4294530 5652171 1425900 876045 58602 14482 8777 409143 5787809 6951841 111820 2170094 0 0 1265686 1456157 313367 761074 5409928 5078354 6787434 9017972 -999625 -2066131 10238057 7993226 1030387 851687 9207670 7141539 SUPPORT OF THE DALLAS ZOO AS AN OUTSTANDING CENTER OF EDUCATION, ENTERTAINMENT AND WILDLIFE CONSERVATION THROUGH FUNDRAISING, VOLUNTEERISM, PROMOTING PUBLIC AWARENESS AND PARTICIPATION, AND ENHANCING THE VISITOR EXPERIENCE. false true 5069267 2170094 0 DALLAS ZOO GENERAL SUPPORT - this program service activity includes support of specific zoo projects, including the Giants of the Savanna Exhibit opened in May 2010, and grants to Dallas Zoo Management, Inc. for support of zoo operations. 1330348 0 62634 MARKETING EXPENDITURES TO SUPPORT THE DALLAS ZOO 915801 0 1754349 MEMBERSHIP ACTIVITIES - DALLAS ZOO EXPENDITURES RELATED TO MAINTAINING OVER 16,000 MEMBERSHIPS 105972 0 0 VOLUNTEER SERVICES FOR DALLAS ZOO 137808 0 813411 CONCESSIONS - FOOD AND GIFT SHOP 243780 0 813411 7559196 true true false true false false false false false true false true false false false false false true true false false true false true false false false false false false false false true false false false false true true false false true 27 0 true 26 true false false false false false true true false false false 55 55 false false false false true true true true true false false false true true true true true true true false X X BARBARA CHRIST 4695547400 650 SOUTH RL THORNTON FREEWAY DALLAS TX 75203 Jennifer Burr Altabef 3.0 X X 0 0 0 John I Levy 2.0 X X 0 0 0 Diane Brierley 2.0 X X 0 0 0 Jennifer Eagle 2.0 X X 0 0 0 Julia Simon 1.5 X X 0 0 0 Gayla Von Ehr 2.0 X X 0 0 0 Darrel A Rice 1.5 X X 0 0 0 Sue Bauman 1.0 X 0 0 0 W Briceland Beaird 2.0 X 0 0 0 David W Biegler 1.0 X 0 0 0 John D Bittner 1.5 X 0 0 0 Cheryl Brown 1.0 X 0 0 0 William Lyle Burgin 1.0 X 0 0 0 Charlie W Chen 1.0 X 0 0 0 Mary McDermott Cook 1.5 X 0 0 0 Emily Donahue 0.5 X 0 0 0 Karen Drayer 1.0 X 0 0 0 Steven H Durham 1.0 X 0 0 0 Jeffrey D Fehlis 1.5 X 0 0 0 Dr Elba Garcia 1.0 X 0 0 0 Richard S Geiger 1.0 X 0 0 0 Gina Ginsburg 1.0 X 0 0 0 Denise Glazer 1.0 X 0 0 0 G Michael Gruber 1.0 X 0 0 0 Kevin R Hanrahan 1.5 X 0 0 0 Doug Houser 1.0 X 0 0 0 Lyndon S Johnson 1.0 X 0 0 0 John P Kincade 1.5 X 0 0 0 Richard O Kopf 1.0 X 0 0 0 Jeff Lawlis 1.5 X 0 0 0 Robert B Little 1.5 X 0 0 0 J Christopher Luna 1.5 X 0 0 0 Don McKneely 1.0 X 0 0 0 William Montgomery 1.0 X 0 0 0 Anne Motsenbocker 1.0 X 0 0 0 Ruth O'Donnell Mutch 1.0 X 0 0 0 Edward P Oakley 1.0 X 0 0 0 Robert M Olmsted III 1.0 X 0 0 0 Matthew A Papenfus 1.0 X 0 0 0 Maria Martineau Plankinton 1.0 X 0 0 0 M Brad Rejebian 1.5 X 0 0 0 Cheryl Lewis Richards 1.0 X 0 0 0 Suzann Ruff 1.0 X 0 0 0 Gloria McCall Snead 1.0 X 0 0 0 Thomas H Stewart 2.0 X 0 0 0 Patty Stone 1.5 X 0 0 0 Michelle White Suarez 1.0 X 0 0 0 Emily Vafa 1.0 X 0 0 0 Richard Waggoner 1.0 X 0 0 0 Autry L Warren Jr 0.5 X 0 0 0 Ellen Needham Winspear 1.5 X 0 0 0 Paul Zmigrosky 1.0 X 0 0 0 Thomas W Codd Jr 1.0 X 0 0 0 Mark Drusch 1.0 X 0 0 0 David Dunnigan 1.0 X 0 0 0 DON M GLENDENNING 1.5 X 0 0 0 IRVING M GROVES III 1.0 X 0 0 0 JAMES R HALLAM 1.0 X 0 0 0 STEPHEN B PENROSE 2.0 X X 0 0 0 BARBARA CHRIST 55.0 X 94352 0 4950 MICHAEL MEADOWS 60.0 X 308623 0 3513 KAREN HAMILTON 55.0 X 112705 0 5534 515680 0 13997 2 false true false CMGRP INC 1717 Main Suite 1600 DALLAS TX 75201 marketing consulting 407682 clr Design 833 Chestnut St Suite 1000 PHILADELPHIA PA 19107 ARCHITECT SERVICES 502053 Schultz Williams Inc 325 Chestnut St Suite 700 PHILADELPHIA PA 19106 marketing consulting 175816 MetalMan DesignBuild Corporation PO Box 2160 ATHENS TX 75751 CONSTRUCTION SERVICE 761418 Dini Partners 2727 Allen Parkway Suite 1650 HOUSTON TX 77019 CAPITAL CAMPAIGN 213018 6 1658251 543646 3450274 241829 5652171 MARKETING SERVICES 541800 62634 62634 GIFT SHOP REVENUE 453220 370905 370905 FOOD SERVICE REVENUE 722100 442506 442506 876045 14482 14482 0 0 36085 36085 36085 36085 0 300656 543646 430509 -129853 -129853 9300 1000 8300 8300 0 EXTINGUISHMENT OF PLEDGE 900099 270000 270000 MEMBER DISCOUNT TICKETS 713990 96098 96098 MISCELLANEOUS INCOME 900099 128513 128513 494611 6951841 972143 327527 2170094 2170094 0 0 0 0 0 0 528124 235872 179402 112850 0 0 0 0 766540 457348 187939 121253 9212 0 9212 0 67215 46756 13442 7017 85066 46880 28171 10015 0 0 0 0 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0.65106 0.76200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 9017972 9017972 600899 150225 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOBBYING ELECTION SCHEDULE C, PART II-A THE SOCIETY HAS HAD A 501(H) ELECTION IN EFFECT SINCE 1995 BUT DOES NOT CURRENTLY ENGAGE IN LOBBYING ACTIVITIES. 0 541323 541323 0 0 0 0 279569 164185 115384 656707 0 DUE TO DALLAS ZOO MANAGEMENT, INC. 46996 46996 FOOTNOTE ADDRESSING INCOME TAXES SCHEDULE D, PART X, LINE 2 THE FOLLOWING IS THE TEXT OF THE SOCIETY'S FOOTNOTE ADDRESSING UNCERTAINTY IN INCOME TAXES: Income Taxes The Society is exempt from federal income tax under Section 501(c)(3) of the United States Internal Revenue Code (the "Code"), except to the extent it has unrelated business income. In addition, the Society has been determined by the Internal Revenue Service ("IRS") not to be a private foundation within the meaning of Section 509(a) of the Code. For the years ended September 30, 2010 and 2009, the Society had no net unrelated business income. The Club is a related for-profit subsidiary of the Society which files separate corporate tax returns for which no material income tax was determined to be owed. Accordingly, no provision for income tax has been provided in the accompanying consolidated financial statements. In 2010, the Organization adopted the accounting for uncertainty in income taxes provisions contained within GAAP. This guidance requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Organization's tax returns to determine whether the tax positions are more likely than not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit or expense in the current year. A reconciliation is not provided herein, as the beginning and ending amounts of unrecognized benefits are zero, with no interim additions, reductions, or settlements. The Organization is relying on its tax-exempt status and its adherence to all applicable laws and regulations to preserve that status. However, the conclusions regarding accounting for uncertainty in income taxes will be subject to review and may be adjusted at a later date based on factors including, but not limited to, ongoing analysis of tax laws, regulations, and interpretations thereof. The adoption did not have a material impact on the Organization. The Organization recognizes interest and penalties, if any, related to uncertain tax positions as income tax expense. The Organization's informational returns are generally subject to examination for three years after the later of the due date or date of filing. As a result, the Organization is no longer subject to income tax examinations by tax authorities for years prior to fiscal year 2007. X X X X X X true Dini Partners Cap Campaig Sav Society false 2207385 157400 2049985 Schultz Williams Annual Appeal false 78183 6000 72183 Allyn Media Savanna Society false 1707385 104967 1602418 Maria Plankinton Zoo To Do Gala false 826602 10000 816602 Nancy Saustad Pres Circle Sav Society false 1823302 35000 1788302 6642857 313367 6329490 Zoo To Do Gala 844302 543646 300656 0 199187 57820 38724 10250 124528 0 844302 543646 300656 0 199187 57820 38724 10250 124528 430509 -129853 true DALLAS ZOO MANAGEMENT INC 650 SOUTH RL THORNTON FREEWAY DALLAS TX 75203 270777846 501(C)(3) 2042968 127126 FMV Equipment ZOO SUPPORT AND ZOO PROJECTS 1 0 MONITORING USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 THE SOCIETY TRANSFERRED FUNDS TO DALLAS ZOO MANAGEMENT, INC. ("DZM"), A CONTROLLED ORGANIZATION, FOR USE IN FULFILLING ITS EXEMPT PURPOSE AND FOR SPECIFIC ZOO PROJECTS. THE SOCIETY MONITORS THE USE OF THESE FUNDS THROUGH MONITORING THE PROGRESS OF PROJECTS AND MONTHLY UPDATES ON DZM OPERATIONS BY DZM MANAGEMENT AT THE SOCIETY BOARD MEETINGS. IN ADDITION, THE SOCIETY'S PRESIDENT SERVES ON DZM'S BOARD OF DIRECTORS AND THE CURRENT AND A FORMER SOCIETY CHAIRMAN SERVE AS NON-VOTING OBSERVERS ON THE DZM BOARD. X true true X X X false false false false false true false false false MICHAEL MEADOWS 214623 0 94000 0 0 3513 312136 0 0 Compensation Contingent on Net Earnings Schedule J, Part I, Line 6 A Bonus was paid to the paid employee based on three factors: 1) The organization's net earnings, 2) the employee's department(s) net earnings, and 3) the employee's individual goals for the fiscal year. Benefits Provided Schedule J, Part I, Line 1(a) Supplemental information regarding benefits provided: -Social Club Dues -Benefit is provided to Michael Meadows, President & CEO -Not treated as taxable compensation benefit to individual X Materials 11 21142 FMV X CATERING 24 27000 FMV X PRIZES 191 193687 FMV 0 false true false Number of contributions Schedule M, Part I As permitted in the instructions, the society reported in part I the number of contributions of in-kind items received, rather than the number of items received. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11 The Form 990 was reviewed in detail and approved by the Finance Committee. A final copy of the Form 990 will be made available to the Board of Directors subsequent to filing. CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12(C) THE CONFLICT OF INTEREST POLICY WAS DISTRIBUTED TO AND APPROVED BY THE BOARD IN 2009. ANNUALLY, THE BOARD MEMBERS SIGN AND RETURN AN ACKNOWLEDGEMENT OF THE ETHICS POLICY and conflict of interest policy. COMPENSATION REVIEW PROCESS FOR OFFICERS AND KEY EMPLOYEES FORM 990, PART VI, SECTION B, LINE 15 The process of determining compensation for the organization's CEO and other officers is reviewed and approved by the Board's Executive Committee. An independent comparability report from the organization's professional employer organization is used as a reference tool. The final compensation is approved by the executive committee and signed off by the Chairman of the Board. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CHANGE TO PROGRAM SERVICES FORM 990, PART III, LINE 3 IN PRIOR YEARS, THE SOCIETY CONDUCTED ZOO SUPPORT AND MARKETING ACTIVITIES ON BEHALF OF THE CITY OF DALLAS Dallas Zoo Management, Inc. ("DZM"), a Texas nonprofit corporation, commenced operations on October 1, 2009 under the terms of a management agreement dated September 30, 2009 entered into by the City OF DALLAS, DZM and the Society wherein DZM assumed management responsibilities of the Dallas Zoo for a term of 25 years (the "Management Agreement"). The Society is the sole corporate member of DZM. The Society has agreed to support DZM in its management of the Zoo and has unconditionally guaranteed DZM's performance under the Management Agreement. ACCORDINGLY, THE SOCIETY NOW OPERATES IN CONJUNCTION WITH AND ON BEHALF OF A RELATED ORGANIZATION IN THE PERFORMANCE OF VARIOUS PROGRAM SERVICES. PROFESSIONAL EMPLOYER ORGANIZATION FORM 990, PART V, LINE 2(A) The SOCIETY did not issue Form W-2s directly. THE INDIVIDUALS THAT COMPRISE THE TOTAL LISTED ON LINE 2(A) ARE CONSIDERED EMPLOYEES OF THE SOCIETY FOR THE PURPOSES OF PART V. HOWEVER, THE SOCIETY UTILIZES A PROFESSIONAL EMPLOYER ORGANIZATION, TRINET HR CORPORATION (EIN: 48-1304650), WHICH IS THE EMPLOYER OF RECORD, ISSUES ALL W-2S AND ACTS AS AN OUTSOURCED HUMAN RESOURCES DEPARTMENT FOR THE SOCIETY. ORGANIZATION. HOURS FOR RELATED ORGANIZATIONS FORM 990, PART VII Certain OFFICERS AND EMPLOYEES listed in Form 990, Part VII also regularly devote time to related organizations. MICHAEL MEADOWS devoted an average of 2.1 hours per week to related organizations. BARBARA CHRIST devoted an average of 1.5 hours per week to related organizations. KAREN HAMILTON devoted an average of 0.1 hours per week to related organizations. RELATED PARTY TRANSACTION AMOUNTS SCHEDULE R, PART V, LINE 2 THE SOCIETY REPORTED THE AMOUNT OF GIFT, GRANT OR CAPITAL CONTRIBUTIONS TO DALLAS ZOO MANAGEMENT, INC. ("DZM") BASED ON CASH TRANSFERRED OR AMOUNTS DISBURSED SPECIFICALLY ON BEHALF OF DZM (SUCH AS THE PURCHASE PRICE OF EQUIPMENT PURCHASED FOR DZM'S USE). MEMBERS FORM 990, PART VI, SECTION A, LINES 6 & 7 THE SOCIETY HAS VARIOUS CLASSES OF MEMBERS AS DETERMINED BY THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. EACH MEMBER IS ENTITLED TO ONE VOTE. THE MEMBERS ELECT THE BOARD OF DIRECTORS. THE MEMBERS MAY ALSO ALTER, AMEND, REPEAL THE EXISTING BYLAWS OR ADOPT NEW BYLAWS. THE MEMBERS ARE NOT ENTITLED TO ANY DISTRIBUTION OF ASSETS OR INCOME FROM THE SOCIETY. RATIFICATION OF DECISIONS BY A NON-MEMBER FORM 990, PART VI, SECTION A, LINE 7(B) Pursuant to the Management Agreement, the City of Dallas has the right to pre-approve amendments to the articles of incorporation and bylaws of the SOCIETY that relate to the purpose provisions and dissolution and distribution provisions. The SOCIETY may not dissolve or otherwise dispose of all or substantially all of its assets and may not merge with another entity during the term of the management agreement. COMPENSATION OF PROFESSIONAL FUNDRAISERS SCHEDULE G, LINE 2 THE SOCIETY CONTRACTS WITH VARIOUS ENTITIES FOR FUNDRAISING CONSULTING SERVICES. CONTRACTS DISTINGUISH BETWEEN FEES, WHICH ARE AGREED UPON IN ADVANCE, AND REIMBURSABLE EXPENSES, WHICH ARE TYPICALLY ESTABLISHED IN A PROJECT BUDGET. FOR THE LARGEST PROFESSIONAL FUNDRAISERS, CONSULTING IS PROVIDED IN ACCORDANCE WITH A STATEMENT OF WORK WHICH SPECIFIES THE PROJECT TERM, BILLING SCHEDULE, AND OTHER SIGNIFICANT TERMS. REIMBURSABLE EXPENSES ARE SPECIFICALLY IDENTIFIED IN THE CONSULTANTS' BILLINGS TO THE SOCIETY AND ARE BASED ON REASONABLE, ACTUAL OUT-OF-POCKET EXPENDITURES ON THE SOCIETY'S BEHALF, SUCH AS TRAVEL, POSTAGE AND DELIVERY, PRINTING, AND TELEPHONE AND FAX CHARGES. THE SOCIETY DID NOT ENTER INTO ANY ARRANGEMENTS WITH FUNDRAISERS UNDER WHICH THE SOCIETY MADE PAYMENTS EXCLUSIVELY FOR EXPENSES. THE FOLLOWING FUNDRAISING EXPENSES WERE REIMBURSED TO PROFESSIONAL FUNDRAISERS LISTED IN SCHEDULE G: Schultz & Williams $16,488 DINI PARTNERS $155 ALLYN MEDIA $7,844 Dallas Zoo Management Inc 650 SOUTH RL THORNTON Fwy DALLAS TX 75203 270777846 MANAGE ZOO TX 501(C)(3) 11A DZS SERENGETI PRIVATE CLUB INC 650 SOUTH RL THORNTON FREEWAY DALLAS TX 75203 203106634 PRIVATE CLUB TX N/A C CORP 0 0 0.00000 false true false true false false false false false false true false true true true true false false DALLAS ZOO MANAGEMENT INC B 2170094