2011-02-10T13:15:53-06:00 2010-03-31 BLACKMAN KALLICK LLP 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2009-04-01 362512404 LINCOLN PARK ZOOLOGICAL SOCIETY LINC 3127422000 2001 NORTH CLARK STREET CHICAGO IL 60614 TROY BARESEL 3127422000 2011-02-09 1 KIMBERLY HAUMANN 3122071040 2011-02-09 2009 2016-02-24 21:20:13Z KEVIN BELL 2001 NORTH CLARK STREET CHICAGO IL 60614 35562102 0 X lpzoo.org X 1959 IL TO CONNECT PEOPLE WITH NATURE THROUGH EDUCATION AND CONSERVATION PROGRAMS. 60 59 352 1325 514609 26414 21092642 12903100 7002110 7140857 2035203 1115870 1870115 1069691 32000070 22229518 135557 227500 0 11636524 11657972 8270 0 1484261 11812981 15661453 23593332 27546925 8406738 -5317407 74192093 85159102 42435363 43553122 31756730 41605980 The Lincoln Park Zoological Society is created and organized, and shall be operated, exclusively for charitable, scientific, and educational purposes. The special purpose for which the Society is created and organized is to aid in the improvement, maintenance, and operation of Lincoln Park Zoo, located in Lincoln Park in the City of Chicago, Illinois. 0 0 10270949 3648053 Buildings and GroundsSet on nearly 35 acres of park-like setting, Lincoln Park Zoo is one of the few zoos in the nation that offers free year-round admission and is home to more than 900 animals, many of which are endangered or threatened, that live in a variety of historically significant buildings. 8384624 Animal Collection and ConservationLincoln Park Zoo has one of the largest zoo-based Conservation & Science Departments in the country, with experts in areas including behavioral research, computer modeling, population planning and the study of stress, reproduction and disease. 2787163 1627849 Visitor ServicesApproximately 3 million visitors come to zoo grounds every year to discover the wonders of wildlife in the heart of Chicago. 2933141 1864955 OTHER PROGRAM SERVICES - INCLUDING PUBLIC EDUCATION AND MEMBERSHIP 2933141 1864955 24375877 1 1 0 1 0 0 1 0 1 1 1 0 0 0 1 1 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 352 1 1 1 1 CA NT CJ 0 0 0 1 1 0 0 0 60 59 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X TROY D BARESEL 3127422095 2001 N CLARK STREET CHICAGO IL 60614 Kevin J Bell 40.00 X X 348078 0 25787 DAVID P BOLGER 1.00 X X 0 0 0 John Alexander 1.00 X X 0 0 0 John R Ettelson 1.00 X X 0 0 0 Rodney L Goldstein 1.00 X X 0 0 0 Thomas L McLeary 1.00 X X 0 0 0 Sarah Pang 1.00 X X 0 0 0 Trisha Rooney Alden 1.00 X 0 0 0 Mary Burrus Babson 1.00 X 0 0 0 Tracey Ellen Benford 1.00 X 0 0 0 Michael Canmann 1.00 X 0 0 0 Joseph S Carr 1.00 X 0 0 0 Johnathan Choe 1.00 X 0 0 0 Sean Conlon 1.00 X 0 0 0 E Ronald Culp 1.00 X 0 0 0 The Hon Richard Devine 1.00 X 0 0 0 Marc S Feldstein MD 1.00 X 0 0 0 Jamee C Field 1.00 X 0 0 0 Andrew J Filipowski 1.00 X 0 0 0 John D Fornengo 1.00 X 0 0 0 David D Grumhaus 1.00 X 0 0 0 Charles C Haffner III 1.00 X 0 0 0 Caryn Harris 1.00 X 0 0 0 Stephanie Field Harris 1.00 X 0 0 0 Barbara A Higgins 1.00 X 0 0 0 Roger G Hill II 1.00 X 0 0 0 Rich Jernstedt 1.00 X 0 0 0 Elizabeth Karlson 1.00 X 0 0 0 Judy Keller 1.00 X 0 0 0 Barbara Malott Kizziah 1.00 X 0 0 0 Jennifer Ames Lazarre 1.00 X 0 0 0 Alexander R Lerner 1.00 X 0 0 0 Francesca M Maher 1.00 X 0 0 0 The Hon Lynn Martin 1.00 X 0 0 0 Michael N Mayo 1.00 X 0 0 0 John V N McClure 1.00 X 0 0 0 Courtney McEniry 1.00 X 0 0 0 Mark G McGrath 1.00 X 0 0 0 Randall E Mehrberg 1.00 X 0 0 0 Elizabeth A Mihas 1.00 X 0 0 0 Stuart C Nathan 1.00 X 0 0 0 James M Neis 1.00 X 0 0 0 David L Nichols 1.00 X 0 0 0 Carleton D Pearl 1.00 X 0 0 0 Gregory Y Pearlman 1.00 X 0 0 0 Anne Pramaggiore 1.00 X 0 0 0 Mayari Pritzker 1.00 X 0 0 0 Jay D Proops 1.00 X 0 0 0 James M Rauh 1.00 X 0 0 0 Susan Regenstein 1.00 X 0 0 0 Myra Reilly 1.00 X 0 0 0 Tierney Remick 1.00 X 0 0 0 Carole B Segal 1.00 X 0 0 0 Richard L Sevcik 1.00 X 0 0 0 Brian P Simmons 1.00 X 0 0 0 Hossein Youssefi 1.00 X 0 0 0 Deborah Barr 1.00 X 0 0 0 Gale Gottlieb 1.00 X 0 0 0 Tim Mitchell 1.00 X 0 0 0 Briana Pompei 1.00 X 0 0 0 Troy D Baresel 40.00 X 172526 0 20409 Mary Beth Johnson 40.00 X 134183 0 9821 Steven Thompson 40.00 X 132808 0 16207 Christine Zrinksky 40.00 X 121278 0 13177 Elizabeth Gillette 40.00 X 100958 0 7176 Marilyn Schaffer 40.00 X 100377 0 1121 1110208 0 93698 7 0 1 0 Pepper Construction 643 NORTH ORLEANS STREET CHICAGO IL 60654 Construction 2838424 JOHNSON CONTROLS PO BOX 905240 CHARLOTTE NC 28290 FACILITIES MANAGEMENT 1282613 Shaw Environmental 4171 ESSEN LANE BATON ROUGE LA 70809 Environmental Consultant 968529 THE BRICKMAN GROUP LTD PO BOX 71358 CHICAGO IL 60694 LANDSCAPE SERVICES 790519 WE-CLEAN INC 7545 W 99TH ST BRIDGEVIEW IL 60455 JANITORIAL SERVICES 348882 14 106474 159173 6505932 6131521 828159 12903100 PARKING 561499 2485351 2485351 MEMBERSHIP DUES 611710 1294406 1294406 CAFETERIA 561499 1162702 1162702 EVENT REVENUE 611710 988415 988415 VISITOR SERVICES 561499 639434 639434 570549 570549 7140857 1011271 1011271 369269 150337 218932 218932 218932 11770911 11666312 104599 104599 104599 637020 159173 334768 302252 302252 1729674 1181167 548507 33898 514609 22229518 3106200 514609 5705609 39700 39700 34000 34000 153800 153800 548528 438822 109706 9178323 7439852 975708 762763 398117 322685 44426 31006 788900 646169 81845 60886 744104 602719 83034 58351 4556 3417 1139 44100 33075 11025 150208 150208 4225656 3982625 189475 53556 234670 231909 2761 27574 24566 1375 1633 406448 308692 17094 80662 156814 156814 153747 145189 8558 306059 198534 59128 48397 UNRELATED BUSINESS INCO 6042 6042 ZOO IMPROVEMENTS 6667646 6655998 227 11421 SUPPLIES 1112559 1079097 10622 22840 EQUIPMENT RENTAL 621395 532619 30289 58487 OTHER EXPENSES 405694 387073 3161 15460 1138285 952480 57214 128591 27546925 24375877 1686787 1484261 902250 2306537 11166871 7424962 16411915 10136427 352663 757326 411018 309323 414360 325626 2229948 1240351 740629 989597 29494346 42351865 14298041 20557439 74192093 85159102 2435363 3553122 40000000 40000000 42435363 43553122 X -6228632 2803555 10788099 11222316 27197263 27580109 31756730 41605980 74192093 85159102 X 0 1 1 X 1 1 X 28732788 25453674 13621656 21092642 12903100 101803860 28732788 25453674 13621656 21092642 12903100 101803860 101803860 4248016 3463978 3883053 2189870 1320203 15105120 65961 67122 26414 159497 5202 581166 87530 673898 117742375 37106818 0.86460 0.87790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 150208 150208 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: Lincoln Park Zoological Society hired outside consultant, Dutko Worldwide, LLC and Illinois Strategies, LLC to identify and help develop strategies to increase federal and state support, respectively, of important Lincoln Park Zoo projects. X X X X 0 27424482 382846 5816939 319657 33304610 29061635 228749 -1807155 58747 27424482 0.00000 0.83000 0.17000 0 0 1231992 700171 531821 676477 251315 425162 321479 288865 32614 989597 HEDGE FUNDS 20557439 F 20557439 22229518 27546925 -5317407 15166657 15166657 9849250 38912110 15166657 1515935 16682592 22229518 0 22229518 29062860 1515935 1515935 27546925 0 27546925 Part III, Line 1a: ANIMAL COLLECTION - In connection with the privatization agreement, ownership of the zoo's animal collection was transferred to the Society. The Society has established a policy of not capitalizing the animal collection. No gains or losses regarding collection transactions are recognized in the financial statements. All expenses regarding collection transactions are reflected in the accompanying statements of activities. Part III, Line 4: ANIMAL COLLECTION - All of the approximately 900 animals (excluding fish and invertebrates) found at Lincoln Park Zoo act as ambassadors for their counterparts in the wild. This living collection of animals provides the basis for us to engage visitors and educate the public about conservation, ecology, population biology, behavior and natural history of the animals. Part V, Line 4: Description of Intended Use of Endowment Funds: THE SOCIETY'S ENDOWMENT CONSISTS OF APPROXIMATELY 17 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH INCLUDE THE FUNDING OF THE SOCIETY'S CONSERVATION, EDUCATION, AND RESEARCH PROGRAMS. Part X: Description of Uncertain Tax Positions Under FIN 48: The Society's adoption of the Income Tax Topic regarding uncertain tax positions of accounting principles generally accepted in the United States of America (GAAPUSA) on January 1, 2009 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 tax 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 examination by federal, state or local tax authorities for periods before 2007. Prior to adoption of the Income Tax Topic, the Society accounted for tax positions under a contingent loss model, requiring recognition of a tax liability when it was both (1) probable that it had been incurred as of year-end and (2) the amount could be reasonably estimated. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 334768. COST OF GOODS SOLD: 1181167. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES: 334768. COST OF GOODS SOLD: 1181167. 1 Europe (Including Iceland & Greenland) 0 0 Program Services Grant Wild Animal Research 75000 Sub-Saharan Africa 0 0 Program Services Grant Wild Animal Research 78800 0 0 153800 Europe (Including Iceland & Greenland) Serengeti Carnivore Disease 75000 Wire Transfer 1 0 Grant Award Sub-Saharan Africa 3 78800 Wire Transfer Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: All projects first go through rigorous review by our research and Institutional Animal Care before approval. During the project 1 to 2 site visits are made per year. Regular (usually quarterly) reports are due each year with supporting financials. Also, we maintain regular e-mail contact and have weekly conference/skype calls for projects which we are heavily involved. ZOO BALL 671041 109291 561750 281917 SPRING BENEFIT 87132 42987 44145 37489 1 38020 6895 31125 15362 796193 159173 637020 334768 334768 302252 1 Wildlife Conservation Society 2300 Sothern Blvd Bronx NY 10460 131740011 501(C)(3) 15000 Tanangire Elephant Research Jane Goodall Institute 4245 N Fairfax Dr Ste 600 Arlington VA 22203 942474731 501(C)(3) 24700 Gombe Chimp Health 2 0 Wild Animal Research 2 34000 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: ALL PROJECTS FIRST GO THROUGH RIGOROUS REVIEW BY OUR RESEARCH AND INSTITUTIONAL ANIMAL CARE PERSONNEL BEFORE APPROVAL. DURING THE PROJECT 1 TO 2 SITE VISITS ARE MADE PER YEAR. REGULAR (USUALLY QUARTERLY) REPORTS ARE DUE EACH YEAR WITH SUPPPORTING FINANCIALS. ALSO, WE MAINTAIN REGULAR E-MAIL CONTACT AND HAVE WEEKLY CONFERENCE/SKYPE CALLS FOR PROJECTS WHICH WE ARE HEAVILY INVOLVED. X X X 0 0 0 0 0 0 0 0 0 Kevin J Bell 348078 0 0 0 0 0 15861 0 9926 0 373865 0 0 0 Troy D Baresel 172526 0 0 0 0 0 12063 0 8346 0 192935 0 0 0 ILLINOIS EDUCATIONAL FACILITIES AUTHORITY 521297563 45200MSM7 2003-12-18 5000000 FINANCE THE ACQUISTION, CONSTRUCTION, AND RENOVATION OF ZOO FACILITIES. 0 0 ILLINOIS EDUCATIONAL FACILITIES AUTHORITY 521297563 45200MSN5 2003-12-18 5000000 FINANCE THE ACQUISTION, CONSTRUCTION, AND RENOVATION OF ZOO FACILITIES. 0 0 5000000 53000 4947000 2004 0 0 1 1 5000000 53000 4947000 2004 0 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 1 0 0 0 1 0 1 0 0 0 1 X 27 436074 SELLING PRICE X 2 392085 SELLING PRICE 0 1 1 Third Party Use: Part I, Line 32b: A Stock Broker is used to immediately sell donated, publicly traded securities. Form 990, Part VI, Section A, line 2 JUDY KELLER, DIRECTOR AND MICHAEL CANMANN, DIRECTOR - FAMILY RELATIONSHIP JAMEE C. FIELD, DIRECTOR AND STEPHANIE FIELD HARRIS, DIRECTOR - FAMILY RELATIONSHIP STEPHANIE FIELD HARRIS, DIRECTOR AND CARYN HARRIS, DIRECTOR - FAMILY RELATIONSHIP Form 990, Part VI, Section B, line 11 THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO THE ORGANIZATION'S MANAGEMENT PRIOR TO FILING. Form 990, Part VI, Section B, line 12c OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO PREPARE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. POTENTIAL CONFLICTS ARE LOGGED WITH AND MONITORED BY THE ORGANIZATION'S MANAGEMENT. Form 990, Part VI, Section B, line 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND CFO INCLUDE A REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD BASED ON COMPARABLE DATA OF SIMILAR ORGANIZATIONS AND POSITIONS. THE RESULTS ARE DOCUMENTED IN WRITING. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE APPLICABLE GOVERNMENTAL AGENCIES AND BY REQUEST TO THE ORGANIZATION. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE ORGANIZATION.