2024-08-29T10:48:18-05:00 2023-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2023-01-01 396077242 ZOOLOGICAL SOCIETY OF MILWAUKEE CTY ZOOL 4142582333 10005 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 JASON KOEHLER CHIEF FINANCIAL OFFICER 4149186161 2024-08-26 1 1 CARRIE GINDT P00997435 4142717800 2023 2024-08-08 14:25:15Z JODI GIBSON 10005 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 13030516 0 X WWW.ZOOSOCIETY.ORG X 1910 WI THE MISSION OF THE ZOOLOGICAL SOCIETY IS TO TAKE PART IN CONSERVING WILDLIFE AND ENDANGERED SPECIES, TO EDUCATE PEOPLE ABOUT THE IMPORTANCE OF WILDLIFE AND THE ENVIRONMENT, AND TO SUPPORT THE MILWAUKEE COUNTY ZOO. THE SOCIETY WAS ORGANIZED TO AID THE COUNTY IN THE OPERATION, MAINTENANCE AND DEVELOPMENT OF THE MILWAUKEE ZOOLOGICAL GARDENS ("ZOO") AND THE ZOO'S ANIMAL COLLECTION ACTIVITIES, AND TO PROMOTE CONSERVATION, EDUCATION, EXHIBITION OF ANIMALS, RESEARCH, AND RECREATION THROUGH FUNDRAISING AND VOLUNTEERISM. 42 41 128 398 0 0 2932641 11509647 1719 519127 222973 497040 -267757 -308061 2889576 12217753 844800 4563456 0 0 1180804 4700748 0 0 837700 907632 3581392 2933236 12845596 -43660 -627843 17515542 17325828 4385867 4448969 13129675 12876859 THE MISSION OF THE ZOOLOGICAL SOCIETY IS TO TAKE PART IN CONSERVING WILDLIFE AND ENDANGERED SPECIES, TO EDUCATE PEOPLE ABOUT THE IMPORTANCE OF WILDLIFE AND THE ENVIRONMENT, AND TO SUPPORT THE MILWAUKEE COUNTY ZOO. 0 0 8167236 4003637 519127 DIRECT SUPPORT OF MILWAUKEE COUNTY ZOO THROUGH PURCHASE OF NEW ANIMALS, CONSTRUCTION OF EXHIBITS, ANIMAL CONSERVATION AND EDUCATIONAL EXPENSES 687821 559819 RESEARCH GRANTS FOR ADVANCED STUDIES IN CONSERVATION AND ENDANGERED SPECIES. 8855057 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 35 0 1 128 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 42 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 WI IL X JASON KOEHLER 4142582333 10005 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 DEREK TYUS CHAIR 1.00 X X 0 0 0 TAMI SCULLY GARRISON VICE CHAIR 1.00 X X 0 0 0 JOHN KISSINGER VICE CHAIR 1.00 X X 0 0 0 PEGGY KELSY SECRETARY 1.00 X X 0 0 0 JOHN SOHN TREASURER 1.00 X X 0 0 0 JAY MCKENNA IMMEDIATE PAST CHAIR 1.00 X 0 0 0 MARK A BERKOFF DIRECTOR 1.00 X 0 0 0 ROB BERES DIRECTOR 1.00 X 0 0 0 JANETTE BRAVERMAN DIRECTOR 1.00 X 0 0 0 JASON FATHALLAH DIRECTOR 1.00 X 0 0 0 JOE FROHNA DIRECTOR 1.00 X 0 0 0 MARIA GONZALEZ KNAVEL DIRECTOR 1.00 X 0 0 0 MARGARET HARRIS DIRECTOR 1.00 X 0 0 0 NEZIH HASANOGLU DIRECTOR 1.00 X 0 0 0 TANYA HINES DIRECTOR 1.00 X 0 0 0 DUSTIN HINTON DIRECTOR 1.00 X 0 0 0 EMORY IRELAND DIRECTOR 1.00 X 0 0 0 CHRISTINE IRGENS DIRECTOR 1.00 X 0 0 0 JOHN KELLERMAN DIRECTOR 1.00 X 0 0 0 DAN KEMPKEN DIRECTOR 1.00 X 0 0 0 RUSS KOHL DIRECTOR 1.00 X 0 0 0 JOE KRESL DIRECTOR 1.00 X 0 0 0 CAROLINE KRIDER DIRECTOR 1.00 X 0 0 0 JENNA KUNDE DIRECTOR 1.00 X 0 0 0 TONY MARINO DIRECTOR 1.00 X 0 0 0 DR DEMOND MEANS DIRECTOR 1.00 X 0 0 0 TOM MILLER DIRECTOR 1.00 X 0 0 0 KAT MORROW DIRECTOR 1.00 X 0 0 0 SCOTT REDLINGER DIRECTOR 1.00 X 0 0 0 HAROLD REDMAN DIRECTOR 1.00 X 0 0 0 DON ROBERTSON DIRECTOR 1.00 X 0 0 0 JOE ROCK DIRECTOR 1.00 X 0 0 0 CHUCK ROEDEL DIRECTOR 1.00 X 0 0 0 BARRY SATTELL DIRECTOR 1.00 X 0 0 0 RICK SCHMIDT DIRECTOR 1.00 X 0 0 0 ROGER SMITH DIRECTOR 1.00 X 0 0 0 TONY STANIAK DIRECTOR 1.00 X 0 0 0 JODY HOLZ STATHAS DIRECTOR 1.00 X 0 0 0 DAVE STRELITZ DIRECTOR 1.00 X 0 0 0 JAMES WARD DIRECTOR 1.00 X 0 0 0 WILLIS WENDELL DIRECTOR 1.00 X 0 0 0 JODI GIBSON PRESIDENT/CEO/DIRECTOR 40.00 X 270526 0 24316 KATE HALFWASSEN CFO 40.00 X 136592 0 40722 PENNY GUTEKUNST VP-DEVELOPMENT 40.00 X 258098 0 21804 ROBIN HIGGINS VP - MEMBERSHIP 40.00 X 182710 0 9262 BETH HELLER VP - PROGRAMS 40.00 X 139803 0 7889 987729 0 103993 5 0 1 0 0 7795054 763083 2951510 168725 11509647 EDUCATION PROGRAMS 713990 519127 519127 519127 500284 500284 136351 139595 -3244 -3244 -3244 365107 763083 673168 -308061 -308061 12217753 519127 0 188979 4546806 4546806 16650 16650 473325 473325 3367201 1448580 1360047 558574 128243 47122 59868 21253 463768 236695 167583 59490 268211 134730 97524 35957 14391 597 13794 42743 5000 37743 231 231 668209 221316 390985 55908 878805 747238 131567 419362 263119 140184 16059 412596 32155 380441 75234 39484 32538 3212 178924 178924 72525 174 72351 MEMBERSHIP 344677 337168 7145 364 MISCELLANEOUS EXPENSES 224811 168713 27999 28099 ZOO SPONSORSHIP 62130 62130 BAD DEBT 58436 58436 128318 74055 53915 348 12845596 8855057 3152839 837700 38128 64153 5503872 5418593 2732177 2618976 572130 94055 208733 91000 2369715 1818705 587093 551010 7873409 8481514 0 6527 17515542 17325828 1202006 1311471 3072696 3043774 90779 93724 20386 0 4385867 4448969 X 2517286 1814188 10612389 11062671 13129675 12876859 17515542 17325828 -627843 375027 0 X X 0 1 X 1 0 X 8361759 13180903 16093362 2932641 11509647 52078312 8361759 13180903 16093362 2932641 11509647 52078312 634718 51443594 415920 328777 216917 222973 497040 1681627 239085 120827 219796 33143 365107 977958 54737897 1306991 0.93980 0.93800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2019 AMOUNT: $ 223,180. 2020 AMOUNT: $ 82,383. 2021 AMOUNT: $ 206,574. 2022 AMOUNT: $ 33,143. 2023 AMOUNT: $ 365,107. GROSS INCOME FROM GAMING - 2019 AMOUNT: $ 15,905. 2020 AMOUNT: $ 38,444. 2021 AMOUNT: $ 13,222. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 9570184 799997 1351208 361592 57205 11302592 8909916 346697 453531 125122 14838 9570184 10560532 378555 -1813543 186898 28730 8909916 9436578 164174 1347324 334657 52887 10560532 9088171 26034 577397 250888 4136 9436578 0.28558 0.32605 0.38837 0 1 1 2369715 1818705 551010 551010 X PART IV, LINE 2B: THE ORGANIZATION HOLDS SOME FUNDS ON BEHALF OF THE MILWAUKEE COUNTY ZOO ("MCZ") AND EXPENDS THEM AT THE DIRECTION OF THE MCZ. PART X, LINE 2: THE ORGANIZATION IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD DESCRIBES A RECOGNITION THRESHHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF THE ORGANIZATION EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. 0 0 0 0 0 0 0 0 0 0 BELIZE FINANCIAL SUPPORT TO EMPLOY CONFLICT OFFICER STAFF 5250 INTERNATIONAL WIRE TRANSFER 0 BELIZE FINANCIAL SUPPORT TO EMPLOY CONFLICT OFFICER STAFF 11400 INTERNATIONAL WIRE TRANSFER 0 2 0 0 0 0 0 0 ZOO BALL 689726 494244 195482 81466 62294 35212 68729 PUTTIN ON THE RITZ 168098 72263 95835 59093 12550 9531 6 270366 196576 73790 6575 38611 28106 271001 1128190 763083 365107 6575 179170 90400 47762 349261 673168 -308061 WI 1 0 0 0 0 0 0 MILWAUKEE COUNTY ZOO 10005 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 396005720 4095549 0 SUPPORTING THEIR MISSION OF CONSERVATION AND EDUCATION ZOOLOGICAL SOCIETY OF MILWAUKEE ENDOWMENT TRUST 10005 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 396795665 451257 0 TRANSFER OF ENDOWMENT FUNDS PER DONOR RESTRICTIONS 2 PART I, LINE 2: GRANTS ARE MONITORED BY THE ZOOLOGICAL SOCIETY OF MILWAUKEE'S CFO. GRANT PAYMENTS ARE MADE VIA CHECK WHICH REQUIRE A SIGNATURE OF A BOARD MEMBER OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE WHEN EXCEEDING $100,000. X 0 0 0 0 0 0 0 0 0 JODI GIBSON PRESIDENT/CEO/DIRECTOR 270526 0 0 0 0 0 12736 0 11580 0 294842 0 0 0 PENNY GUTEKUNST VP-DEVELOPMENT 258098 0 0 0 0 0 11194 0 10610 0 279902 0 0 0 ROBIN HIGGINS VP - MEMBERSHIP 182710 0 0 0 0 0 8189 0 1073 0 191972 0 0 0 KATE HALFWASSEN CFO 136592 0 0 0 0 0 7601 0 33121 0 177314 0 0 0 X 5 139595 FAIR MARKET VALUE X 8685 FAIR MARKET VALUE X TREES 0 9159 FAIR MARKET VALUE X BIRD SEED AND FEEDERS 0 6200 FAIR MARKET VALUE X CENTERPIECES 0 4086 FAIR MARKET VALUE X RAFFLE ITEMS 0 1000 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S FINANCE COMMITTEE FOR REVIEW PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AND TO REFRAIN FROM VOTING ON ANY MATTERS INVOLVING PERSONS OR ENTITIES WITH WHICH THEY HAVE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES COMPENSATION, BASED UPON RECOMMENDATIONS FROM THE CHAIR OF THE BOARD AND INDEPENDENT REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE OVERSIGHT PROCESS RELATED TO AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM PRIOR YEAR. ZOOLOGICAL SOCIETY OF MILW ENDOWMENT TRUST 10005 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 396795665 SUPPORT OF ZSM WI 501(C)(3) 509(A)(3), TYPE I NONE 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ZOOLOGICAL SOCIETY OF MILWAUKEE ENDOWMENT TRUST C 368235 FMV ZOOLOGICAL SOCIETY OF MILWAUKEE ENDOWMENT TRUST B 451257 FMV