2026-08-24T14:46:13-05:00 2025-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2025-01-01 396077242 ZOOLOGICAL SOCIETY OF MILWAUKEE CTY ZOOL 4142582333 10005 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 JASON KOEHLER CHIEF FINANCIAL OFFICER 4142582333 2026-08-24 1 CARRIE GINDT P00997435 4142717800 2026-08-24 2025 2025-03-06 01:10:19Z JASON KOEHLER 10005 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 17565267 0 X WWW.ZOOSOCIETY.ORG X 1910 WI THE MISSION OF THE ZOOLOGICAL SOCIETY IS TO CONSERVE WILDLIFE AND ENDANGERED SPECIES, TO EDUCATE PEOPLE ABOUT THE IMPORTANCE OF WILDLIFE AND THE ENVIRONMENT, AND TO SUPPORT THE MILWAUKEE COUNTY ZOO. 39 38 121 456 0 0 11745810 12769439 570140 581410 951948 835923 -234955 -126829 13032943 14059943 4111826 4337159 0 0 4661371 5015034 0 0 881371 5889412 7457106 14662609 16809299 -1629666 -2749356 17662694 16736798 6858706 8682149 10803988 8054649 THE MISSION OF THE ZOOLOGICAL SOCIETY IS TO CONSERVE WILDLIFE AND ENDANGERED SPECIES, TO EDUCATE PEOPLE ABOUT THE IMPORTANCE OF WILDLIFE AND THE ENVIRONMENT, AND TO SUPPORT THE MILWAUKEE COUNTY ZOO. 0 0 12098609 4306049 537639 DIRECT SUPPORT OF MILWAUKEE COUNTY ZOO THROUGH CONSTRUCTION OF EXHIBITS, ANIMAL CONSERVATION, AND EDUCATIONAL PROGRAMS. 134157 31110 RESEARCH GRANTS FOR ADVANCED STUDIES IN CONSERVATION AND ENDANGERED SPECIES. 12232766 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 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 47 0 1 121 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 38 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 TAMI GARRISON CHAIR 1.00 X X 0 0 0 JOHN KISSINGER VICE CHAIR 1.00 X X 0 0 0 PEGGY KELSEY SECRETARY 1.00 X X 0 0 0 JON SOHN TREASURER 1.00 X X 0 0 0 DEREK TYUS IMMEDIATE PAST CHAIR 1.00 X 0 0 0 ROB BERES DIRECTOR 1.00 X 0 0 0 MARK BERKOFF DIRECTOR 1.00 X 0 0 0 JANETTE BRAVERMAN DIRECTOR 1.00 X 0 0 0 PRESTON COLE DIRECTOR 1.00 X 0 0 0 SUSAN DOYLE DIRECTOR 1.00 X 0 0 0 JASON FATHALLAH DIRECTOR 1.00 X 0 0 0 SEAN FINNIGAN 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 JUDY HOLZ STATHAS 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 TODD JONES DIRECTOR 1.00 X 0 0 0 MARK KASS 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 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 DR DEMOND MEANS DIRECTOR 1.00 X 0 0 0 KAT MORROW DIRECTOR 1.00 X 0 0 0 KRISTIN OCCHETTI DIRECTOR 1.00 X 0 0 0 JON CROWELL 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 DAVE STRELITZ DIRECTOR 1.00 X 0 0 0 TONY STANIAK DIRECTOR 1.00 X 0 0 0 JAMES WARD DIRECTOR 1.00 X 0 0 0 JODI GIBSON PRESIDENT AND CEO 40.00 X 314077 0 31391 JASON KOEHLER CHIEF FINANCIAL OFFICER 40.00 X 155280 0 45848 JENNIFER MUELLER CHIEF REVENUE DEVELOPMENT 40.00 X 182989 0 48987 ELIZABETH HELLER VP - PROGRAMS 40.00 X 145977 0 8888 798323 0 135114 4 0 1 0 0 7833911 887581 4047947 223847 12769439 EDUCATION PROGRAMS 713990 581410 581410 581410 892669 892669 2870386 2870348 56784 38 -56784 -56746 -56784 38 438350 887581 578192 -139842 -139842 13013 0 13013 13013 14059943 537639 0 752865 4306049 4306049 31110 31110 558383 225036 242442 90905 3334505 1553220 1150478 630807 185664 2870 182794 664804 10278 654526 271678 131019 89597 51062 38228 38228 33200 33200 370929 223579 128159 19191 913821 913821 497653 161632 298779 37242 451205 23115 428090 24326 22038 1411 877 11286 3280 6759 1247 1477 1477 134480 134480 50738 50738 ZOO SUPPORT 4191922 4191922 MEMBERSHIP 404725 394532 9001 1192 MISCELLANEOUS EXPENSES 180522 3348 164901 12273 REPAIRS AND MAINTENANCE 54876 6101 48775 97718 29816 31327 36575 16809299 12232766 3695162 881371 83305 12175 5240407 6450507 2129404 1593527 78368 84964 22150 21185 351882 459745 2307473 1972532 467331 334941 9259657 7756399 30190 23355 17662694 16736798 3988850 5784452 2730334 2685271 97681 100877 41841 111549 6858706 8682149 X 1666862 1974491 9137126 6080158 10803988 8054649 17662694 16736798 -2749356 17 0 X X 0 1 X 1 0 X 16093362 2932641 11509647 11745810 11620939 53902399 16093362 2932641 11509647 11745810 11620939 53902399 1046599 52855800 216917 222973 500284 933132 892669 2765975 219796 33143 365107 360517 438350 1416913 58085287 2099382 0.91000 0.92080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2021 AMOUNT: $ 206,574. 2022 AMOUNT: $ 33,143. 2023 AMOUNT: $ 365,107. 2024 AMOUNT: $ 360,517. 2025 AMOUNT: $ 438,350. GROSS INCOME FROM GAMING - 2021 AMOUNT: $ 13,222. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 12247342 58222 1899620 262689 59553 13882942 11302592 117655 1163153 279900 56158 12247342 9570184 799997 1351208 361592 57205 11302592 8909916 346697 453531 125122 14838 9570184 10560532 378555 -1813543 186898 28730 8909916 0.28588 0.32193 0.39219 0 1 1 2307473 1972532 334941 334941 DUE TO TRUST 87230 FINANCE LEASE LIABILITY 24319 111549 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 15000 INTERNATIONAL WIRE TRANSFER 0 BELIZE FINANCIAL SUPPORT TO EMPLOY CONFLICT OFFICER STAFF 16110 INTERNATIONAL WIRE TRANSFER 0 0 0 0 0 0 0 ZOO BALL 809618 554384 255234 79433 121392 22470 12036 PUTTIN ON THE RITZ 207843 112630 95213 34781 24073 5 308470 220567 87903 46406 31140 206461 1325931 887581 438350 160620 152532 22470 242570 578192 -139842 WI 1 0 0 0 0 0 0 MILWAUKEE COUNTY ZOO 10005 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 396005720 4306049 0 SUPPORTING THEIR MISSION OF CONSERVATION AND EDUCATION 1 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 AND CEO 278077 0 36000 0 0 0 14847 0 16544 0 345468 0 0 0 JENNIFER MUELLER CHIEF REVENUE DEVELOPMENT 178774 0 4215 0 0 0 9851 0 39136 0 231976 0 0 0 JASON KOEHLER CHIEF FINANCIAL OFFICER 142280 0 13000 0 0 0 7103 0 38745 0 201128 0 0 0 ELIZABETH HELLER VP - PROGRAMS 142727 0 3250 0 0 0 7299 0 1589 0 154865 0 0 0 X 3 214138 FAIR MARKET VALUE X 2034 FAIR MARKET VALUE X FENCE 0 3500 FAIR MARKET VALUE X CENTERPIECES 0 1875 FAIR MARKET VALUE X AUCTION ITEMS 0 1300 FAIR MARKET VALUE X TREES 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 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ZOOLOGICAL SOCIETY OF MILWAUKEE ENDOWMENT TRUST C 347443 CASH RECEIVED ZOOLOGICAL SOCIETY OF MILWAUKEE ENDOWMENT TRUST Q 81573 CASH RECEIVED