2024-11-14T18:09:26-06:00 2023-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-01-01 942861667 SACRAMENTO ZOOLOGICAL SOCIETY SACR 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 ROBERT CHURCHILL CFO 9168082684 2024-11-13 1 0 JENNIFER Z IWATA P01310188 9166466464 2024-11-13 2023 2024-10-15 13:58:12Z JASON JACOBS 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 14628067 0 X HTTP://WWW.SACZOO.ORG X 1956 CA THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 17 16 155 94 0 0 2071797 2839423 9532369 9312672 250838 190875 1296632 1337092 13151636 13680062 90100 121000 0 0 5623944 5973318 0 0 501120 4327807 6566622 10041851 12660940 3109785 1019122 24428099 26288107 1971534 2007903 22456565 24280204 X THE SACRAMENTO ZOO INSPIRES APPRECIATION, RESPECT AND A CONNECTION WITH WILDLIFE AND NATURE THROUGH EDUCATION, RECREATION AND CONSERVATION. 0 0 4958118 6317410 ANIMAL CARE - THE SACRAMENTO ZOO IS PROUD TO HAVE AN OUTSTANDING COLLECTION OF ANIMALS TO EDUCATE AND INSPIRE OUR COMMUNITY. THE ZOO IS HOME TO 332 ANIMALS REPRESENTING 100 SPECIES. OF THAT NUMBER, 68 SPECIES ARE CONSIDERED CRITICALLY ENDANGERED, ENDANGERED, OR VULNERABLE BY THE INTERNATIONAL UNION FOR CONSERVATION OF NATURE (IUCN). OF THE SPECIES HOUSED AT THE ZOO, 42 ARE MANAGED COOPERATIVELY AS PART OF THE ZOO'S PARTICIPATION IN PROGRAMS OF THE ASSOCIATION OF ZOOS AND AQUARIUMS (AZA). NOTABLE BIRTHS DURING THE YEAR, INCLUDED A CAPYBARA, TWO RED PANDAS, A MASAI GIRAFFE, AND A SUMATRAN ORANGUTAN.ALSO, DURING THE YEAR THE ZOO CONTINUED OR EXPANDED PRECAUTIONARY MEASURES IN RESPONSE TO AVIAN INFLUENZA, A VIRAL INFECTION THAT OCCURS NATURALLY IN WILD BIRDS. IN SOME INSTANCES, THESE PRECAUTIONARY STEPS INCLUDED REMOVING CERTAIN BIRDS FROM THEIR HABITATS AND RELOCATING THEM TO AREAS OF THE ZOO THAT ARE BETTER PROTECTED FROM EXPOSURE TO WILD BIRDS. 2670361 2687940 MEMBERSHIP AND VISITOR SERVICES - THE SACRAMENTO ZOO HAD OVER 13,000 MEMBER HOUSEHOLDS AT THE END OF 2023, AND ENTERTAINED, INSPIRED, AND EDUCATED 501,380 GUESTS OVER THE COURSE OF THE YEAR. IN ADDITION TO A VIBRANT LIVING COLLECTION, THE ZOO HOSTED BOTH ANIMATRONIC DINOSAURS AND DRAGONS AT VARIOUS TIMES THROUGHOUT THE YEAR. BOTH TEMPORARY EXHIBITS WERE POPULAR WITH OUR GUESTS, YOUNG AND OLD. 1106754 121000 405523 EDUCATION AND SUSTAINABILITY - THE ZOO'S EDUCATIONAL PROGRAMS ARE DESIGNED TO COMPLY WITH CALIFORNIA SCIENCE STANDARDS. THESE PROGRAMS INCORPORATE EDUCATION, RECREATION, AND THE UNIQUE SETTING OF THE ZOO. NEARLY 45,000 GUESTS ENJOYED THE ZOO AS PART OF SCHOOL FIELD TRIPS IN 2023. THIS REPRESENTS A 55% INCREASE OVER 2022, INDICATING A RETURN TO PRE-PANDEMIC LEVELS. AS A CONSERVATION ORGANIZATION, THE SACRAMENTO ZOO REMAINS COMMITTED TO SUPPORTING WILDLIFE CONSERVATION THROUGH FINANCIAL AND IN-KIND SUPPORT. IN 2023, THE SACRAMENTO ZOO DISTRIBUTED OR COMMITTED CONSERVATION GRANT FUNDS IN SUPPORT OF THE FOLLOWING SPECIES: WESTERN POND TURTLES, AMERICAN ALLIGATOR, ORANGUTAN, LEMURS, GIRAFFE, OKAPI, RHINOCEROS, GREVY ZEBRA, JAGUAR, LION, SNOW LEOPARD, CHEETAH, RED PANDA, GALAPAGOS TORTOISE, GROUND HORNBILL, AND THICK-BILLED PARROTS. 8735233 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 155 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X ROBERT CHURCHILL 9168082684 3930 WEST LAND PARK DRIVE SACRAMENTO CA 95822 ELIZABETH STALLARD PRESIDENT 5.00 X X 0 0 0 SUE SCHOENIG SECRETARY 1.00 X X 0 0 0 JASON RUSSELL CPA TREASURER 1.00 X X 0 0 0 PETER COLUSSY TRUSTEE 1.00 X 0 0 0 JANICE DOUCET THOMPSON EDD TRUSTEE 1.00 X 0 0 0 PATRICIA INGOGLIA TRUSTEE 1.00 X 0 0 0 LYNN MATSUDA TRUSTEE 1.00 X 0 0 0 JENNIFER NEAL TRUSTEE 1.00 X 0 0 0 CARRIEANN DRENTEN MD TRUSTEE 1.00 X 0 0 0 NICK DRIVER TRUSTEE 1.00 X 0 0 0 MATT GRAHAM TRUSTEE 1.00 X 0 0 0 DANIEL ONEY TRUSTEE 1.00 X 0 0 0 RICHARD STAPLER TRUSTEE 1.00 X 0 0 0 ART SCOTLAND TRUSTEE 1.00 X 0 0 0 RENU REHAL MD TRUSTEE 1.00 X 0 0 0 DUSTIN HOLLINGSWORTH CITY REPRESENTATIVE/DIRECTOR 1.00 X 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 45.00 X X 269975 0 21431 ROBERT CHURCHILL COO/CFO 45.00 X 165740 0 4055 MATT MCKIM DIRECTOR OF ANIMAL CARE, HEALTH & FACILITIES 45.00 X 129424 0 3257 LESLEY KIRRENE DIRECTOR OF INSTITUTIONAL MARKETING 45.00 X 112119 0 3431 MELISSA MCCARTNEY SR. MGR ANIMAL CAR & HEALTH 45.00 X 110319 0 2418 SHAUNA ROSS CAPITAL CAMPAIGN MGR 45.00 X 109479 0 0 LISA CLEMENT SR. DEVELOPMENT OFFICER 45.00 X 104613 0 2523 1001669 0 37115 7 0 1 0 SHR STUDIOS 250 MADRONA WAY 220 BAINBRIDGE ISLAND WA 98110 ARCHITECTURAL SERVICES 2237338 DINO DON INC 1640 NORTH RIDLEY CREEK RD MEDIA PA 19063 ENTERTAINMENT RENTAL EQUIPMENT 466507 THE REGENTS OF UNIVERSITY OF CA PO BOX 741816 LOS ANGELES CA 90074 VETERINARY SERVICES 252120 3 262961 2576462 29226 2839423 GATE ADMISSIONS 900099 6219209 6219209 MEMBERSHIP DUES 900099 1913015 1913015 VISITOR SERVICES 900099 774925 774925 EDUCATION 900099 405523 405523 9312672 173666 173666 96240 0 96240 96240 96240 873099 855890 17209 17209 17209 203675 92115 111560 111560 CONCESSIONS 900099 1031091 1031091 MISC REVENUE 900099 98201 98201 1129292 13680062 9410873 0 1429766 X 107450 107450 13550 13550 461201 380504 55297 25400 4745472 3915153 568970 261349 73128 60333 8768 4027 364602 300807 43715 20080 328915 271365 39436 18114 69061 69061 44700 44700 44654 44654 2465211 229567 2235644 371694 210413 21818 139463 62937 41921 18824 2192 269686 217352 36453 15881 547492 532328 14949 215 458219 433246 24973 118034 70819 47215 REPAIRS & MAINTENANCE 1054180 1025652 25207 3321 SUPPLIES 588222 578678 9544 BANK CHARGES 360286 298178 61258 850 DUES AND SUBSCRIPTIONS 46964 17579 29275 110 65282 30338 24826 10118 12660940 8735233 3424587 501120 11417365 11851549 442562 358793 1093396 97609 72102 20490 18030 141016 129855 12383164 7365929 5291713 5017235 6138420 6966247 878924 780900 24428099 26288107 1201196 1085016 770338 922887 1971534 2007903 X 17323966 17186665 5132599 7093539 22456565 24280204 24428099 26288107 X 1019122 719040 85477 X X 0 1 X 1 0 X 1124271 2132736 3506895 2071797 2839423 11675122 6204562 3965326 8535494 9532369 9410873 37648624 1151529 428251 1237695 1207678 1234766 5259919 8480362 6526313 13280084 12811844 13485062 54583665 22313 32040 39483 32258 295559 421653 0 22313 32040 39483 32258 295559 421653 54162012 249518 226584 335597 290337 269906 1371942 249518 226584 335597 290337 269906 1371942 98201 98201 8729880 6752897 13615681 13102181 13853169 56053808 0.96630 0.97230 0.02450 0.02480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5340392 353556 133360 2133940 35038 3391610 6343314 -958174 44748 5340392 5668671 721823 47180 6343314 5244025 520154 55000 40508 5668671 4454579 828848 39402 5244025 1.00000 0 0 397896 407887 -9991 9958705 5026523 4932182 1955322 1878104 77218 71241 53415 17826 5017235 14439925 719040 85477 804517 13635408 44654 44654 13680062 12616286 0 12616286 44654 44654 12660940 PART V, LINE 4: THE SPECIFIC AND PRIMARY PURPOSE OF THE SACRAMENTO ZOOLOGICAL SOCIETY ENDOWMENT FUND IS TO PROVIDE FUNDS FOR THE ENHANCEMENT AND DEVELOPMENT OF THE SACRAMENTO ZOO AND OF ITS SERVICES TO THE SACRAMENTO COMMUNITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST ASSETS 85,477. 1 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 13550 0 0 0 0 0 0 13550 0 13550 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION 6575 WIRE TRANSFER 0 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES THAT THE GRANT RECIPIENT PROVIDE DETAILED REPORTING COVERING THE USE OF THE GRANT FUNDS AND THE OVERALL PROJECT STATUS AND SUCCESS. WILD AFFAIR 84389 84389 15694 10295 43067 7000 8333 HAPPY HOUR 73560 73560 357 5300 930 1 45726 45726 1139 203675 203675 15694 10652 43067 12300 10402 92115 111560 1 WILD NATURE INSTITUTE PO BOX 44 WEAVERVILLE NC 28787 463021940 501C(3) 17275 0 CONSERVATION INTERNATIONAL RHINO FOUNDATION 201 MAIN STREET FORT WORTH TX 76102 752395006 501C(3) 19875 0 CONSERVATION OKAPI CONSERVATION PROJECT C/O WILDLIFE CONSERVATION GLOBAL 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501C(3) 16950 0 CONSERVATION SEDGWICK COUNTY ZOO 5555 WEST ZOO BOULEVARD WICHITA KS 67212 486120530 501C(3) 9825 0 CONSERVATION RED PANDA NETWORK 494 W 10TH STREET SUITE 7 EUGENE OR 97401 261103671 501C(3) 5600 0 CONSERVATION 5 PART I, LINE 2: THE ORGANIZATION REQUIRES THAT THE GRANT RECIPIENT PROVIDE DETAILED REPORTING COVERING THE USE OF THE GRANT FUNDS AND THE OVERALL PROJECT STATUS AND SUCCESS. X X X 0 0 0 0 0 0 0 0 0 JASON JACOBS EXECUTIVE DIRECTOR/CEO 269975 0 0 0 0 0 12240 0 9191 0 291406 0 0 0 ROBERT CHURCHILL COO/CFO 165740 0 0 0 0 0 4055 0 0 0 169795 0 0 0 X VET HOSPITAL SUPLIES 2 14500 FAIR MARKET VALUE X ART 6 6300 FAIR MARKET VALUE X CATERING 100 6000 FAIR MARKET VALUE X ANIMAL ENRICHMENT AND OTHER GOODS 14 1277 FAIR MARKET VALUE X WINE 3 862 FAIR MARKET VALUE X LANDSCAPING MATERIALS 1 287 FAIR MARKET VALUE 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: CHARITABLE ADULT RIDES AND SERVICES OPERATES A VEHICLE DONATION PROGRAM WHICH BENEFITS THE ZOO. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD CONSIST OF THE FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, TREASURER, SECRETARY AND PAST PRESIDENT, PLUS THE BOARD PRESIDENT AND ANY ADDITIONAL MEMBERS ADDED BY THE BOARD BY MAJORITY VOTE. THE BOARD PRESIDENT SHALL BE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, UNLESS LIMITED BY RESOLUTION OF THE BOARD, AND WITH THE EXCEPTION OF CERTAIN LIMITATIONS PROVIDED BY THE CORPORATE BYLAWS, SHALL HAVE AND MAY EXERCISE ALL AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AFFAIRS OF THE SOCIETY BETWEEN MEETINGS OF THE BOARD. ALL ACTIONS OF THE EXECUTIVE COMMITTEE EXCEPT FOR PERSONNEL AND LEGAL MATTERS ALLOWED BY LAW SHALL BE REPORTED TO AND RATIFIED BY THE BOARD AT THE NEXT DULY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION TO THE IRS, THE 990 IS CIRCULATED FOR REVIEW BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS HAS THE FOLLOWING RESPONSIBILITIES AND OBLIGATIONS: 1. UPON ELECTION TO THE BOARD, READ AND SIGN A COPY OF THE SZS'S CONFLICT OF INTEREST AND ETHICS POLICY. 2. DISCLOSE TO THE BOARD THE EXISTENCE OF ANY CONFLICT OF INTEREST. 3. EXCUSE HIMSELF (OR HERSELF) FROM BOARD OR COMMITTEE DISCUSSIONS ON ANY PROJECT OR TRANSACTION WITH WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST, UNLESS REQUESTED BY THE BOARD OR COMMITTEE TO PROVIDE INFORMATION ON THE ISSUE. 4. ABSTAIN FROM VOTING ON ANY PROJECT OR TRANSACTION WITH WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST. 5. RESPECT AND PRESERVE CONFIDENTIAL OR PROPRIETARY SZS INFORMATION. 6. IF REQUESTED BY THE BOARD, TAKE A TEMPORARY LEAVE OF ABSENCE FROM THE BOARD OF DIRECTORS UNTIL SUCH TIME AS THE PROJECT OR TRANSACTION IN WHICH THE BOARD MEMBER HAS A CONFLICT OF INTEREST HAS BEEN COMPLETED. A CONFLICT OF INTEREST EXISTS WHEN: 1. ANY DIRECTOR OR CLOSE RELATIVE OF A DIRECTOR (SPOUSE, SIBLING, PARENT OR CHILD) HAS AN INTEREST IN AN ISSUE, MATTER OR TRANSACTION IN WHICH SZS HAS AN INTEREST OTHER THAN AN INTEREST ARISING SOLELY OUT OF PASSIVE INVESTMENT PROVIDED THAT HIS OR HER INTEREST DOES NOT EXCEED 5% OF THE EQUITY OR CONTROL OF A BUSINESS ENTITY HAVING AN INTEREST IN THE ISSUE, MATTER OR TRANSACTION; 2. WHEN ANY DIRECTOR OR CLOSE RELATIVE OF A DIRECTOR ACTS AS AN AGENT, REPRESENTATIVE OR SPOKESPERSON FOR ANY PERSON, BUSINESS, GROUP OR ORGANIZATION IN ORDER TO INFLUENCE SZS ON ANY ISSUE, MATTER OR TRANSACTION. A DIRECTOR HAS AN INTEREST FOR PURPOSES OF THIS POLICY IF HE OR SHE: (A) IS AN AGENT FOR, EMPLOYEE OF OR PARTNER WITH A PERSON OR ORGANIZATION WITH A GOAL OF INFLUENCING A DECISION BY SZS OR ENTERING INTO A TRANSACTION TO RECEIVE PAYMENT FOR SERVICES TO SZS; OR (B) WOULD EXPERIENCE A MATERIAL ECONOMIC GAIN OR LOSS FROM A DECISION BY SZS ON AN ISSUE, MATTER OR TRANSACTION IDENTIFIABLY DIFFERENT FROM THE ECONOMIC GAIN OR LOSS THAT WOULD BE EXPERIENCED BY A MEMBER OF THE GENERAL PUBLIC OR THE HOLDER OF LESS THAN 5% OF THE EQUITY IN ANY BUSINESS ENTITY. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION WAS SET BY THE BOARD, UPON RECOMMENDATION BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE UTILIZED A SALARY SURVEY, PRIOR DIRECTOR COMPENSATION AND OTHER COMPARATIVE DATA TO DETERMINE DIRECTOR COMPENSATION. CEO PERFORMANCE AND SALARY ARE EVALUATED ANNUALLY. LAST EVALUATED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G NEW ZOO MASTER PLAN & OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 229,567. MANAGEMENT AND GENERAL EXPENSES 2,235,644. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,465,211. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST ASSETS 85,477. FORM 990, PART XII, LINE 2C: NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT OR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR.