2024-11-04T16:54:30-06:00 2024-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-07-01 930718337 THE OREGON ZOO FOUNDATION OREG 5032202493 4001 SW CANYON ROAD PORTLAND OR 972212705 KRISTINE CALDICOTT DIRECTOR OF FINANCE AND OPERATIONS 5032202493 2024-11-04 1 0 TODD D MASSINGER P00075883 5032205900 2023 2024-10-15 13:58:12Z KRISTINE CALDICOTT 4001 SW CANYON ROAD PORTLAND OR 972212705 12501560 0 X WWW.OREGONZOO.ORG X 1978 OR TO FOSTER COMMUNITY PRIDE AND INVOLVEMENT IN THE OREGON ZOO AND TO SECURE FINANCIAL SUPPORT FOR THE ZOO'S CONSERVATION, EDUCATION AND ANIMAL WELFARE PROGRAMS. 28 28 18 0 0 0 11252832 11797320 0 0 424755 574666 -7810 12826 11669777 12384812 6753598 8986372 0 0 2067695 2055336 0 0 1066255 1112358 1620368 9933651 12662076 1736126 -277264 22916974 24547388 3221450 3618922 19695524 20928466 TO FOSTER COMMUNITY PRIDE AND INVOLVEMENT IN THE OREGON ZOO AND TO SECURE FINANCIAL SUPPORT FOR THE ZOO'S CONSERVATION, EDUCATION AND ANIMAL WELFARE PROGRAMS. 0 0 696803 MEMBERSHIP SERVICES- OPERATE A MEMBERSHIP PROGRAM THAT SUPPORTS THE DAILY OPERATIONS OF THE OREGON ZOO AND FOSTERS THE MEANINGFUL AND LASTING IMPACT OF THE ZOO IN OUR COMMUNITY BY PROVIDING MEMBERS OPPORTUNITIES TO ENGAGE IN AND LEARN ABOUT THE ZOO'S CONSERVATION, EDUCATION AND ANIMAL WELFARE EFFORTS. 9106395 8986372 ZOO SUPPORT- RAISE FUNDS THAT ARE GRANTED TO THE OREGON ZOO TO SUPPORT ITS WORK IN: CONSERVATION TO ENSURE THE LONG-TERM SURVIVAL OF SPECIES AND THEIR HABITATS, INCLUDING RESTORING POPULATIONS OF NATIVE SPECIES IN THE PACIFIC NORTHWEST; PUBLIC EDUCATION TO EMPOWER LEARNERS OF ALL AGES TO TAKE ACTION ON BEHALF OF WILDLIFE AND NATURE; AND ANIMAL WELFARE THAT PROVIDES THE BEST LIVES POSSIBLE FOR THE ANIMALS IN THE ZOO'S CARE. PROVIDE OPERATIONAL SUPPORT FOR IMPROVEMENTS TO THE OREGON ZOO INCLUDING UPGRADES TO EXISTING HABITATS, INTERPRETIVE DISPLAYS AND PROGRAMMATIC ACTIVITIES. 9803198 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X KRISTINE CALDICOTT 5032205751 4001 SW CANYON ROAD PORTLAND OR 97221 NINA HARRINGTON TRUSTEE 1.00 X 0 0 0 BANDANA SHRESTHA TRUSTEE 1.00 X 0 0 0 NIELS MARQUARDT TRUSTEE 1.00 X 0 0 0 JOSEF KIESENHOFER TRUSTEE 1.00 X 0 0 0 LANCE INOUYE TRUSTEE 1.00 X 0 0 0 TOM HUGHES TRUSTEE 1.00 X 0 0 0 JEREMY HORNER TRUSTEE 1.00 X 0 0 0 ALLEGRA HODGES TRUSTEE 1.00 X 0 0 0 ALLEN KIM TRUSTEE 1.00 X 0 0 0 SUSAN HARTNETT TRUSTEE 1.00 X 0 0 0 LAURIE CHRISTENSEN TRUSTEE 1.00 X 0 0 0 MELISSA BOBADILLA-LAURELES TRUSTEE 1.00 X 0 0 0 MELANIE BILLINGS-YUN VICE CHAIR 1.00 X X 0 0 0 KIM OVERHAGE CHAIR 2.00 X X 0 0 0 SHARLA SETTLEMIER IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 BARBARA WEGNER SECRETARY 1.00 X X 0 0 0 CHARISSA ANDERSON TREASURER 1.00 X X 0 0 0 KEVIN HANNA TRUSTEE 1.00 X 0 0 0 RON PETERSON TRUSTEE 1.00 X 0 0 0 HANNAH SMITH TRUSTEE 1.00 X 0 0 0 NANCY JO VISENBERG TRUSTEE 1.00 X 0 0 0 RANDY TESAR TRUSTEE 1.00 X 0 0 0 DOUG WADE TRUSTEE 1.00 X 0 0 0 BECKY TYMCHUK TRUSTEE 1.00 X 0 0 0 CHELSEA WILLIAMS TRUSTEE 1.00 X 0 0 0 KIM VANSYOC TRUSTEE 1.00 X 0 0 0 YANG YANG TRUSTEE 1.00 X 0 0 0 GINA ZEJDLIK TRUSTEE 1.00 X 0 0 0 JULIE FITZGERALD FORMER EXECUTIVE DIRECTOR 40.00 X 204713 0 23162 RUTH WALKOWSKI DIRECTOR OF FINANCE AND OP 40.00 X 141027 0 28065 CHRISTINE ALEXANDER DIRECTOR OF MEMBERSHIP 40.00 X 107109 0 16353 MARIA REYES DIRECTOR OF DEVELOPMENT 40.00 X 111099 0 8380 KRISTINE CALDICOTT CONTROLLER 40.00 X 103503 0 24567 667451 0 100527 5 0 1 0 YES FOR THE OREGON ZOO PO BOX 42307 PORTLAND OR 97242 CAMPAIGN PLANNING AND ACTIVATION 2023-20 625000 MILES RIVER DIRECT 19 BOARDMAND LANE SOUTH HAMILTON MA 01982 MEMBERSHIP ACQUISITION 251282 2 5754864 64000 5978456 121329 11797320 574666 574666 129574 64000 116748 12826 12826 12384812 0 0 587492 8986372 8986372 396967 93726 223485 79756 1234007 323506 401317 509184 74969 19717 27432 27820 210797 74117 38028 98652 138596 35283 46739 56574 625868 625868 133011 133011 371231 133052 207798 30381 401384 134396 41069 225919 52990 2493 21620 28877 OTHER EXPENSES 35884 536 26256 9092 12662076 9803198 1792623 1066255 2643185 2465088 39262 39263 183743 651588 111964 70833 19500 0 19500 19500 19356124 20811513 563196 489603 22916974 24547388 293736 44892 2625567 3354962 302147 219068 3221450 3618922 X 19074795 18589269 620729 2339197 19695524 20928466 22916974 24547388 -277264 1510206 0 X X 0 1 X 1 0 X 8720492 8290146 9727194 11252832 11797320 49787984 8720492 8290146 9727194 11252832 11797320 49787984 1893061 47894923 314868 204454 319617 424755 574666 1838360 51626344 0.92770 0.94180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 625868 625868 12136359 12762227 788111 197028 0 0 609717 553856 647026 788111 2598710 3898065 5000 625868 630868 152429 138464 161757 197028 649678 974517 6811133 1000000 831557 -277029 -53947 8331714 6504343 2500 631144 -277763 -49091 6811133 7753754 51000 -982443 -261360 -56608 6504343 6529676 401 1536449 -256000 -56172 7753754 6617561 22632 178017 -239300 -49234 6529676 0.84600 0.15400 0 0 19500 19500 19500 X 13995169 1510206 233162 1743368 12251801 133011 133011 12384812 12762227 233162 233162 12529065 133011 133011 12662076 PART V, LINE 4: OZF MAINTAINS ENDOWMENTS TO FUND THE ZOO'S EDUCATION, CONSERVATION, AND ANIMAL WELFARE PROGRAMS, TO SUPPORT ASIAN ELEPHANT CONSERVATION, TO SUPPORT THE OPERATION OF THE ZOO'S PREDATORS OF THE SERENGETI EXHIBIT, AND TO SUPPORT CAPITAL PROJECTS AT THE ZOO. PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED A LIABILITY FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION DID NOT INCUR ANY PENALTY OR INTEREST RELATED TO ITS TAX POSITIONS AND IF ANY WERE RECORDED, THEY WOULD BE INCLUDED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSE. ZOO RENDEZVOUS 193574 64000 129574 116748 193574 64000 129574 116748 116748 12826 1 OREGON ZOO 4001 SW CANYON ROAD PORTLAND OR 97221 930636311 8986372 0 OREGON ZOO OPERATION, PROGRAMS, CAPITAL PROJECTS PART I, LINE 2: THE OREGON ZOO MUST USE THE GRANTS FOR PURPOSES THAT CORRESPOND WITH THE ORGANIZATION'S MISSION. X X 0 0 0 0 0 0 0 0 0 JULIE FITZGERALD FORMER EXECUTIVE DIRECTOR 204713 0 0 0 0 0 14330 0 8832 0 227875 0 0 0 RUTH WALKOWSKI DIRECTOR OF FINANCE AND OP 141027 0 0 0 0 0 9872 0 18193 0 169092 0 0 0 X ADVERTISING 22 248162 FAIR MARKET VALUE X EVENT TICKETS 2 30555 FAIR MARKET VALUE X SUPPLIES 1 24050 FAIR MARKET VALUE X VET EQUIPMENT 3 21324 FAIR MARKET VALUE X PLANTS 3 11655 FAIR MARKET VALUE X FOOD/DRINKS 5 11245 FAIR MARKET VALUE X AIRLINE TICKETS 2 7500 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY IS PROVIDED VIA EMAIL OR BOARD PORTAL ACCESS TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN OFF ON THE POLICY ANNUALLY, DISCLOSING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 DIRECTOR SALARY IS DETERMINED BY A BOARD SUBCOMMITTEE AND IS BASED ON PERFORMANCE REVIEW AND COMPARISON TO A REGIONAL NONPROFIT SALARY SURVEY PUBLISHED BY AN INDEPENDENT THIRD PARTY. OTHER EMPLOYEE SALARIES ARE DETERMINED BY THE DIRECTOR IN CONJUNCTION WITH THE EMPLOYEE'S DIRECT SUPERVISOR AND ARE BASED ON PERFORMANCE REVIEW AND COMPARISON TO THE SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIALS ARE AVAILABLE ON THE ZOO'S WEBSITE. OTHER DOCUMENTS ARE NOT PUBLICLY AVAILABLE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.