2025-11-04T17:00:36-06:00 2025-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2024-07-01 930718337 THE OREGON ZOO FOUNDATION OREG 5032202493 4001 SW CANYON ROAD PORTLAND OR 972212705 KRISTINE CALDICOTT DIRECTOR OF FINANCE AND OPERATIONS 5032202493 2025-11-04 1 0 TODD D MASSINGER P00075883 5032205900 2024 2025-03-06 01:10:19Z KRISTINE CALDICOTT 4001 SW CANYON ROAD PORTLAND OR 972212705 10717410 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 WELL-BEING PROGRAMS. 30 30 24 0 0 0 11797320 10043623 0 0 574666 673787 12826 0 12384812 10717410 8986372 7382108 0 0 2055336 2218385 0 0 1447916 1620368 970445 12662076 10570938 -277264 146472 24547388 26587508 3618922 3839348 20928466 22748160 TO FOSTER COMMUNITY PRIDE AND INVOLVEMENT IN THE OREGON ZOO AND TO SECURE FINANCIAL SUPPORT FOR THE ZOO'S CONSERVATION, EDUCATION AND ANIMAL WELL-BEING PROGRAMS. 0 0 876381 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 ENDLESS OPPORTUNITIES TO ENGAGE IN AND LEARN ABOUT THE ZOO'S CONSERVATION, EDUCATION, AND ANIMAL WELL-BEING EFFORTS. 7471384 7382108 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 WELL-BEING 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. 8347765 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 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 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 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 RD PORTLAND OR 97221 HOPE ALABI TRUSTEE 1.00 X 0 0 0 MELISSA BOBADILLA-LAURELES TRUSTEE 1.00 X 0 0 0 LAURIE CHRISTENSEN TRUSTEE 1.00 X 0 0 0 CHERYL HAMMOND TRUSTEE 1.00 X 0 0 0 KEVIN HANNA TRUSTEE 1.00 X 0 0 0 NINA HARRINGTON TRUSTEE 1.00 X 0 0 0 SUSAN HARTNETT TRUSTEE 1.00 X 0 0 0 ALLEGRA HODGES SECRETARY 1.00 X 0 0 0 JEREMY HORNER TRUSTEE 1.00 X 0 0 0 JOHN HULL TRUSTEE 1.00 X 0 0 0 TYLER JAMES TRUSTEE 1.00 X 0 0 0 JOSEF KIESENHOFER TRUSTEE 1.00 X 0 0 0 ALLEN KIM TRUSTEE 1.00 X 0 0 0 NIELS MARQUARDT TRUSTEE 1.00 X 0 0 0 JENNIFER MARTIN TRUSTEE 1.00 X 0 0 0 AMBER NYSSEN 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 DOUG WADE TRUSTEE 1.00 X 0 0 0 BARBARA WEGNER TRUSTEE 1.00 X 0 0 0 CHELSEA WILLIAMS 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 MELANIE BILLINGS-YUN VICE CHAIR 1.00 X 0 0 0 CHARISSA ANDERSON VICE CHAIR 1.00 X 0 0 0 KIM OVERHAGE IMMEDIATE PAST CHAIR 2.00 X 0 0 0 LANCE INOUYE TREASURER 1.00 X 0 0 0 SHARLA SETTLEMIER INTERIM EXECUTIVE DIRECTOR 40.00 X 71960 0 260 KRISTINE CALDICOTT DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 130243 0 27614 JENNIFER RIDER FORMER EXECUTIVE DIRECTOR 40.00 X 195045 0 5352 CHRISTINE ALEXANDER DIRECTOR OF MEMBERSHIP 40.00 X 123109 0 18045 MARIA REYES DIRECTOR OF DEVELOPMENT 40.00 X 132398 0 9791 652755 0 61062 4 0 1 0 MILES RIVER DIRECT 19 BOARDMAN LANE SOUTH HAMILTON MA 01982 MEMBERSHIP ACQUISITION 251574 1 6677441 3366182 10155 10043623 673787 673787 10717410 0 0 673787 7382108 7382108 358254 105349 133282 119623 1401666 403835 168894 828937 83943 23654 41688 18601 225610 80498 1275 143837 148912 42386 34058 72468 137269 137269 326974 188130 138844 312289 120160 51979 140150 54623 518 27959 26146 OTHER EXPENSES 139290 1127 40009 98154 10570938 8347765 775257 1447916 2465088 2948015 39263 39265 651588 201815 188530 70833 104602 19500 0 19500 19500 20811513 22516148 489603 569633 24547388 26587508 44892 67401 3354962 3253666 219068 518281 3618922 3839348 X 18589269 20644938 2339197 2103222 20928466 22748160 24547388 26587508 146472 1673222 0 X X 0 1 X 1 0 X 8290146 9727194 11252832 11797320 10033468 51100960 8290146 9727194 11252832 11797320 10033468 51100960 2306185 48794775 204454 319617 424755 574666 673787 2197279 53298239 0.91550 0.92770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10828580 10828580 691429 172857 0 0 553856 647026 788111 691429 2680422 4020633 5000 625868 630868 138464 161757 197028 172857 670106 1005159 8311714 5000 1004352 -279102 -60124 8981840 6811133 1000000 831557 -277029 -53947 8331714 6504343 2500 631144 -277763 -49091 6811133 7753754 51000 -982443 -261360 -56608 6504343 6529676 401 1536449 -256000 -56172 7753754 0.84044 0.15956 0 0 19500 19500 19500 X 12648275 1673222 394912 2068134 10580141 137269 137269 10717410 10828581 394912 394912 10433669 137269 137269 10570938 PART V, LINE 4: OZF MAINTAINS ENDOWMENTS TO FUND THE ZOO'S EDUCATION, CONSERVATION, AND ANIMAL WELL-BEING 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. 1 OREGON ZOO 4001 SW CANYON ROAD PORTLAND OR 97221 930636311 7382108 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 1 0 0 0 0 0 0 0 0 JENNIFER RIDER FORMER EXECUTIVE DIRECTOR 195045 0 0 0 0 0 0 0 5352 0 200397 0 0 0 KRISTINE CALDICOTT DIRECTOR OF FINANCE AND OPERATIONS 130243 0 0 0 0 0 9117 0 18497 0 157857 0 0 0 X ADVERTISING 34 394461 FAIR MARKET VALUE X EVENT TICKETS 3 5605 FAIR MARKET VALUE X SUBSCRIPTIONS 2 4450 FAIR MARKET VALUE X VET EQUIPMENT 2 1680 FAIR MARKET VALUE X ANIMAL EQUIPMENT 1 1275 FAIR MARKET VALUE X FOOD/DRINK 1 960 FAIR MARKET VALUE X TOOLS 1 635 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.