SAN DIEGO ZOO WILDLIFE ALLIANCE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO ZOO WILDLIFE ALLIANCE (EIN 95-1648219)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-13
- IRS object ID
- 202342869349300304
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-13T00:35:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 CAPITOL MALL SUITE 2150 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951648219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOOLOGICAL SOCIETY OF SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZOOL | BusinessNameControlTxt |
| Phone | 6192311515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 120551 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921120551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FRANCO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6192311515 | PhoneNum |
| Signature | 2023-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FRANCO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK CPA | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Preparation | 2023-10-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO ZOO WILDLIFE ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL BARIBAULT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 120551 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921120551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $439,763,486 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SDZWA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | AN INTERNATIONAL, NONPROFIT CONSERVATION ORGANIZATION WITH TWO FRONT DOORS: THE SAN DIEGO ZOO AND THE SAN DIEGO ZOO SAFARI PARK, WE INTEGRATE WILDLIFE HEALTH AND CARE, SCIENCE, AND EDUCATION TO DEVELOP SUSTAINABLE CONSERVATION SOLUTIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 4317 | TotalEmployeeCnt |
| Total Volunteers | 1991 | TotalVolunteersCnt |
| Total Gross UBI | $8,240,319 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $79,195,506 | PYContributionsGrantsAmt |
| CY Contributions Grants | $65,554,119 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $232,440,107 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $290,604,676 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,473,941 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,621,224 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,403,773 | PYOtherRevenueAmt |
| CY Other Revenue | $26,663,861 | CYOtherRevenueAmt |
| PY Total Revenue | $355,513,327 | PYTotalRevenueAmt |
| CY Total Revenue | $392,443,880 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,120,960 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,550,091 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $165,502,054 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $183,051,058 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $20,130 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,787,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $136,827,338 | PYOtherExpensesAmt |
| CY Other Expenses | $165,820,275 | CYOtherExpensesAmt |
| PY Total Expenses | $305,470,482 | PYTotalExpensesAmt |
| CY Total Expenses | $352,421,424 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $50,042,845 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $40,022,456 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $905,817,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $870,891,979 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $214,494,721 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,236,908 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $691,323,163 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $711,655,071 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SAN DIEGO ZOO WILDLIFE ALLIANCE IS COMMITTED TO SAVING SPECIES WORLDWIDE BY UNITING OUR EXPERTISE IN ANIMAL CARE AND CONSERVATION SCIENCE WITH OUR DEDICATION TO INSPIRING PASSION FOR NATURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $316,759,349 | ExpenseAmt |
| Grant | $3,550,091 | GrantAmt |
| Revenue | $309,057,747 | RevenueAmt |
| Desc | WILDLIFE CARE AND CONSERVATION: SDZWA IS AN INTERNATIONAL CONSERVATION ORGANIZATION WITH TWO FRONT DOORS: THE SAN DIEGO ZOO AND THE SAN DIEGO ZOO SAFARI PARK. SDZWA IS COMMITTED TO SAVING SPECIES WORLDWIDE BY UNITING OUR EXPERTISE IN ANIMAL CARE AND CONSERVATION SCIENCE WITH OUR DEDICATION TO INSPIRING PASSION FOR NATURE. CONSERVATION IS AT THE HEART OF EVERYTHING SDZWA PURSUES AND IT STARTS WITH CONNECTING PEOPLE WITH WILDLIFE THROUGH OUR ZOOLOGICAL PARKS AND EDUCATION PROGRAMS, INSPIRING AND EDUCATING OUR GUESTS EVERY DAY. BECAUSE WHEN WILDLIFE THRIVES, ALL LIFE THRIVES. SDZWA IS DEDICATED TO CONSERVATION WORK SUPPORTING EIGHT HUBS LOCATED AROUND THE GLOBE, ACROSS SIX CONTINENTS. WILDLIFE CARE AND CONSERVATION SCIENCE EXPERTISE ANCHORS CONSERVATION PROJECTS IN THESE REGIONS DRIVING GREATER IMPACT FOR WILDLIFE. PROGRAM ACTIVITIES ARE SUPPORTED THROUGH ADMISSIONS, MEMBERSHIPS, DONATIONS, GRANTS, PARTNERS, AND SALES AT BOTH FACILITIES. | Desc |
| Total Program Service Expenses | $316,759,349 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 250 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4317 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | PE | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID FRANCO CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192311515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 ZOO DRIVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| PAUL BARIBAULT | ||||||||
| PRESIDENT/CEO | 50.00 | Yes (X) | $1,274,638 | $0 | $40,335 | |||
| SHAWN DIXON | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | Yes (X) | $667,949 | $0 | $29,490 | |||
| DAVID FRANCO | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $657,781 | $0 | $29,407 | |||
| DAVID GILLIG | ||||||||
| CHIEF PHILANTHROPY OFFICER | 50.00 | $516,336 | $0 | $26,840 | Yes (X) | |||
| LISA PETERSON | ||||||||
| EXEC DIRECTOR, SAFARI PARK | 50.00 | $396,092 | $0 | $26,968 | Yes (X) | |||
| DAVID MILLER | ||||||||
| CHIEF MARKETING OFFICER | 50.00 | $347,187 | $0 | $30,489 | Yes (X) | |||
| ERIKA KOHLER | ||||||||
| EXECUTIVE DIRECTOR, SAN DIEGO ZOO | 50.00 | $342,887 | $0 | $27,168 | Yes (X) | |||
| EAMONN FARRELL | ||||||||
| VICE PRESIDENT OF CONSTRUCTION | 50.00 | $219,603 | $0 | $20,879 | Yes (X) | |||
| NADINE LAMBERSKI | ||||||||
| CHF. CONSERVATION/WILDLIFE | 50.00 | $382,368 | $0 | -$265,879 | Yes (X) | |||
| AIDA ROSA | ||||||||
| CHF. HUMAN RESOURCES OFFICER | 50.00 | $335,303 | $0 | -$239,642 | Yes (X) | |||
| DAVID PAGE | ||||||||
| VICE PRESIDENT OF FINANCE | 50.00 | $231,232 | $0 | -$204,932 | Yes (X) | |||
| WENDY BULGER | ||||||||
| GENERAL COUNSEL | 50.00 | $343,482 | $0 | -$360,356 | Yes (X) | |||
| AULANI WILHELM | ||||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CLIFF HAGUE | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| GARY KNELL | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| JAVADE CHAUDHRI | ||||||||
| BOARD CHAIR | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JUDY WHEATLEY | ||||||||
| OUTGOING TRUSTEE (DECEASED) | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| KATHLEEN CAIN CARRITHERS | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDA LOWENSTINE | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD GULLEY | ||||||||
| BOARD TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT HORSMAN | ||||||||
| OUTGOING TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| ROLF BENIRSCHKE | ||||||||
| TRUSTEE | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN SIMPSON | ||||||||
| BOARD VICE CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEVEN TAPPAN | ||||||||
| BOARD SECRETARY | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,714,858 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | -$839,233 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 113 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCOTT FENCE | |||||
| 1255 DISTRIBUTION WAY | VISTA | CA | 92081 | CONSTRUCTION SERVICES | $2,121,447 |
| DAVE SMITH PRODUCTIONS | |||||
| PO BOX 421500 | SAN DIEGO | CA | 92142 | ENTERTAINMENT PROVIDER | $1,015,196 |
| PAUL WOODS CONSTRUCTION | |||||
| 32696 COLE GRADE RD | VALLEY CENTER | CA | 92082 | CONSTRUCTION SERVICES | $722,068 |
| ARIMAW PRODUCTIONS | |||||
| 4417 CLACIER AVE SUITE C | SAN DIEGO | CA | 92120 | ENTERTAINMENT PROVIDER | $641,746 |
| ARTISTIC ENTERTAINMENT SERVICES LLC | |||||
| 120 N ASPAN AVENUE | AZUSA | CA | 91702 | ENTERTAINMENT PROVIDER | $384,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,802,309 | MembershipDuesAmt |
| Fundraising | $921,806 | FundraisingAmt |
| Government Grants | $23,834,048 | GovernmentGrantsAmt |
| All Other Contributions | $36,995,956 | AllOtherContributionsAmt |
| Noncash Contributions | $2,252,777 | NoncashContributionsAmt |
| Total Contributions | $65,554,119 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ZOOLOGICAL HABITAT & W | 900099 | $289,091,244 | $288,875,845 | $215,399 |
| EDUCATION & OUTREACH | 611710 | $1,513,432 | $1,513,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $290,604,676 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,584,840 | TotalRevenueColumnAmt |
| Exclusion | $6,584,840 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,245 | TotalRevenueColumnAmt |
| Exclusion | $367,245 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,924,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,887,616 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,036,384 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,036,384 | TotalRevenueColumnAmt |
| Exclusion | $3,036,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $473,700 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $921,806 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $870,474 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$396,774 | TotalRevenueColumnAmt |
| Exclusion | -$396,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $41,555,251 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $15,561,516 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,993,735 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,968,815 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,024,920 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ONLINE TRAINING | 900099 | $396,970 | $396,970 |
| LAB SERVICES | 900099 | $161,965 | $161,965 |
| FACILITY USE | 900099 | $84,068 | $84,068 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,652 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,652 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $699,655 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $392,443,880 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $309,057,747 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,240,319 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,591,695 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,844,083 | TotalAmt |
| Program Services | $1,844,083 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,135 | TotalAmt |
| Program Services | $5,135 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700,873 | TotalAmt |
| Program Services | $1,700,873 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,152,381 | TotalAmt |
| Program Services | $909,604 | ProgramServicesAmt |
| Management And General | $2,699,601 | ManagementAndGeneralAmt |
| Fundraising | $543,176 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,205,320 | TotalAmt |
| Program Services | $117,631,203 | ProgramServicesAmt |
| Management And General | $2,429,729 | ManagementAndGeneralAmt |
| Fundraising | $4,144,388 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,270,687 | TotalAmt |
| Program Services | $5,791,100 | ProgramServicesAmt |
| Management And General | $250,584 | ManagementAndGeneralAmt |
| Fundraising | $229,003 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,757,666 | TotalAmt |
| Program Services | $35,793,450 | ProgramServicesAmt |
| Management And General | $1,548,804 | ManagementAndGeneralAmt |
| Fundraising | $1,415,412 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,665,004 | TotalAmt |
| Program Services | $8,925,817 | ProgramServicesAmt |
| Management And General | $386,225 | ManagementAndGeneralAmt |
| Fundraising | $352,962 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,061 | TotalAmt |
| Management And General | $1,045,061 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,576 | TotalAmt |
| Management And General | $468,576 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,045 | TotalAmt |
| Management And General | $386,045 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,749 | TotalAmt |
| Management And General | $425,749 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,590,521 | TotalAmt |
| Program Services | $16,463,351 | ProgramServicesAmt |
| Management And General | $2,481,558 | ManagementAndGeneralAmt |
| Fundraising | $645,612 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,193,394 | TotalAmt |
| Program Services | $16,428,852 | ProgramServicesAmt |
| Management And General | $67,735 | ManagementAndGeneralAmt |
| Fundraising | $696,807 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,899,199 | TotalAmt |
| Program Services | $2,676,480 | ProgramServicesAmt |
| Management And General | $907,883 | ManagementAndGeneralAmt |
| Fundraising | $314,836 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,269,613 | TotalAmt |
| Program Services | $2,195,618 | ProgramServicesAmt |
| Management And General | $3,751,624 | ManagementAndGeneralAmt |
| Fundraising | $322,371 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,567,743 | TotalAmt |
| Program Services | $15,091,582 | ProgramServicesAmt |
| Management And General | $1,363,375 | ManagementAndGeneralAmt |
| Fundraising | $112,786 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,912,755 | TotalAmt |
| Program Services | $1,557,088 | ProgramServicesAmt |
| Management And General | $334,168 | ManagementAndGeneralAmt |
| Fundraising | $21,499 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,623 | TotalAmt |
| Program Services | $866,639 | ProgramServicesAmt |
| Management And General | $261,026 | ManagementAndGeneralAmt |
| Fundraising | $233,958 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,326 | TotalAmt |
| Management And General | $957,326 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,897,859 | TotalAmt |
| Program Services | $36,376,438 | ProgramServicesAmt |
| Management And General | $1,517,502 | ManagementAndGeneralAmt |
| Fundraising | $3,919 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,290,680 | TotalAmt |
| Program Services | $15,526 | ProgramServicesAmt |
| Management And General | $3,263,516 | ManagementAndGeneralAmt |
| Fundraising | $11,638 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATING SUPPLIES | $21,592,100 | $20,670,578 | $825,512 | $96,010 |
| FOOD AND BEVERAGES | $17,533,669 | $17,533,669 | ||
| CREDIT CARD FEES & BANK | $6,449,058 | $5,936,298 | $503,476 | $9,284 |
| FORAGE | $4,784,479 | $4,784,479 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,194,825 | TotalAmt |
| Program Services | $3,561,486 | ProgramServicesAmt |
| Fundraising | $633,339 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,421,424 | TotalAmt |
| Program Services | $316,759,349 | ProgramServicesAmt |
| Management And General | $25,875,075 | ManagementAndGeneralAmt |
| Fundraising | $9,787,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,225 | BOYAmt |
| EOY | $353,708 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,918,004 | BOYAmt |
| EOY | $144,331,195 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,403,540 | BOYAmt |
| EOY | $32,972,085 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,440,656 | BOYAmt |
| EOY | $11,677,146 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,360,498 | BOYAmt |
| EOY | $4,692,698 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,130,984 | BOYAmt |
| EOY | $3,617,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $791,449,871 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $451,604,355 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,255,265 | BOYAmt |
| EOY | $339,845,516 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,502,000 | BOYAmt |
| EOY | $172,718,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,895,000 | BOYAmt |
| EOY | $91,294,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,558,712 | BOYAmt |
| EOY | $69,389,853 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,817,884 | BOYAmt |
| EOY | $870,891,979 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,218,044 | BOYAmt |
| EOY | $46,127,622 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,293,506 | BOYAmt |
| EOY | $29,349,666 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,549,404 | BOYAmt |
| EOY | $32,396,935 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,185,000 | BOYAmt |
| EOY | $23,355,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,248,767 | BOYAmt |
| EOY | $28,007,685 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,494,721 | BOYAmt |
| EOY | $159,236,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,972,908 | BOYAmt |
| EOY | $499,168,708 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,350,255 | BOYAmt |
| EOY | $212,486,363 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,323,163 | BOYAmt |
| EOY | $711,655,071 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,817,884 | BOYAmt |
| EOY | $870,891,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $40,022,456 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$43,230,282 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $23,539,734 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,704,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,976,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,043,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,068,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,046,809 | CurrentTaxYearAmt |
| Total | $451,839,390 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,091,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,883,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,063,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,127,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,507,310 | CurrentTaxYearAmt |
| Total | $76,673,294 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,796,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,859,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,107,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,195,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,554,119 | CurrentTaxYearAmt |
| Total | $528,512,684 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $75,255,412 | SubstantialContributorsTotAmt |
| Public Support Total170 | $453,257,272 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,101,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,558,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,490,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,024,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,952,085 | CurrentTaxYearAmt |
| Total | $28,127,039 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,334,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,865,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,072,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $994,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $699,655 | CurrentTaxYearAmt |
| Total | $5,968,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $562,607,899 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,040,234,513 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2018 AMOUNT: $ 1,334,883. 2019 AMOUNT: $ 1,865,818. 2020 AMOUNT: $ 1,072,854. 2021 AMOUNT: $ 994,966. 2022 AMOUNT: $ 699,655. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,845 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $367,200 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $386,045 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $360,674,313 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $361,060,358 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $236,070 | CurrentYearMinus2Amt |
| Current Year Minus1 | $243,045 | CurrentYearMinus1Amt |
| Current Year | $386,045 | CurrentYearAmt |
| Total | $865,160 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $750,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $12,870 | CurrentYearMinus2Amt |
| Current Year Minus1 | $19,845 | CurrentYearMinus1Amt |
| Current Year | $18,845 | CurrentYearAmt |
| Total | $51,560 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LOBBYING EXPENDITURES INCLUDE MEETINGS WITH LEGISLATIVE STAFF AND GOVERNMENT OFFICIALS REGARDING CONSERVATION PROGRAMS, MONITORING FEDERAL, CALIFORNIA AND LOCAL LEGISLATION THAT COULD IMPACT ZOOS AND AQUARIUMS, AND REPRESENTING SAN DIEGO ZOO WILDLIFE ALLIANCE AT FEDERAL, STATE AND LOCAL GOVERNMENT COMMITTEE HEARINGS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $259,585,000 | BeginningYearBalanceAmt |
| Contributions | $7,394,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$33,621,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,312,000 | OtherExpendituresAmt |
| End Year Balance | $226,046,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $225,557,000 | BeginningYearBalanceAmt |
| Contributions | $6,245,000 | ContributionsAmt |
| Investment Earnings Or Losses | $31,904,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,121,000 | OtherExpendituresAmt |
| End Year Balance | $259,585,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $174,432,000 | BeginningYearBalanceAmt |
| Contributions | $32,891,000 | ContributionsAmt |
| Investment Earnings Or Losses | $21,824,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,590,000 | OtherExpendituresAmt |
| End Year Balance | $225,557,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $148,744,000 | BeginningYearBalanceAmt |
| Contributions | $4,420,000 | ContributionsAmt |
| Investment Earnings Or Losses | $27,434,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,166,000 | OtherExpendituresAmt |
| End Year Balance | $174,432,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,575,000 | BeginningYearBalanceAmt |
| Contributions | $4,813,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,889,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,755,000 | OtherExpendituresAmt |
| End Year Balance | $148,744,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.36000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,802,185 | OtherCostOrOtherBasisAmt |
| Book Value | $3,802,185 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $241,094,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,462,751 | DepreciationAmt |
| Book Value | $162,631,519 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $414,785,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $306,854,987 | DepreciationAmt |
| Book Value | $107,930,803 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,650,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,286,617 | DepreciationAmt |
| Book Value | $45,363,720 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,117,289 | OtherCostOrOtherBasisAmt |
| Book Value | $20,117,289 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $339,845,516 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PARTNERSHIPS AND OTHER AT NAV | $62,339,000 | F |
| INVESTMENT IN LIMITED PARTNERSHIPS | $28,955,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $91,294,000 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SPLIT-INTEREST AGREEMENTS | $44,670,817 |
| LONG-TERM DEPOSITS | $24,719,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $69,389,853 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY FOR PENSION BENEFITS | $9,818,381 |
| SPLIT-INTEREST AGREEMENTS | $16,315,194 |
| 457(B) LIABILITY | $1,874,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,007,685 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | IN ACCORDANCE WITH CUSTOMARY PRACTICE AMONG ZOOLOGICAL ORGANIZATIONS, ANIMAL AND HORTICULTURAL COLLECTIONS ARE RECORDED AT THE NOMINAL AMOUNT OF ONE DOLLAR, AS THERE IS NO OBJECTIVE BASIS FOR ESTABLISHING VALUE. ADDITIONALLY, ANIMAL AND HORTICULTURAL COLLECTION HAVE NUMEROUS ATTRIBUTES, INCLUDING SPECIES, AGE, SEX, ENDANGERED STATUS, AND BREEDING POTENTIAL, WHEREBY IT IS IMPRACTICABLE TO ASSIGN VALUE, COSTS RELATED TO ANIMAL AND HORTICURTURAL ACQUISITIONS ARE EXPENSED IN THE PERIOD OF ACQUISITION. IN AN ONGOING COMMITMENT TO ENHANCE THE WORLDWIDE REPRODUCTION AND PRESERVATION OF WILDLIFE, SDZWA SHARES ANIMALS WITH OTHER ORGANIZATIONS. CONSISTENT WITH INDUSTRY PRACTICES, SDZWA DOES NOT RECORD AN ASSET OR LIABILITY FOR SUCH SHARING ARRANGEMENTS. |
| PART III, LINE 4: | SDZWA IS COMMITTED TO SAVING SPECIES WORLDWIDE BY UNITING OUR EXPERTISE IN ANIMAL CARE AND CONSERVATION SCIENCE WITH OUR DEDICATION TO INSPIRING PASSION FOR NATURE. SDZWA IS DEDICATED TO CONSERVATION WORK SUPPORTING EIGHT HUBS LOCATED AROUND THE GLOBE, ACROSS SIX CONTINENTS. WILDLIFE CARE AND CONSERVATION SCIENCE EXPERTISE ANCHORS CONSERVATION PROJECTS IN THESE REGIONS DRIVING GREATER IMPACT FOR WILDLIFE. CONSERVATION IS AT THE HEART OF EVERYTHING THE ORGANIZATION PURSUES AS IT STARTS WITH CONNECTING PEOPLE WITH WILDLIFE THROUGH OUR ZOOLOGICAL PARKS AND EDUCATION PROGRAMS, INSPIRING AND EDUCATING OUR GUESTS EVERY DAY. |
| PART V, LINE 4: | ENDOWMENT DISTRIBUTIONS ARE USED FOR WILDLIFE CARE AND CONSERVATION ACTIVITIES AS THE SPECIFICALLY IDENTIFIED PURPOSE OF THE ENDOWMENT. |
| PART X, LINE 2: | SDZWA, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954, AS AMENDED, AND THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. IN ACCORDANCE WITH ACCOUNTING STANDARDS FOR INCOME TAXES, INCOME TAX BENEFITS AND/OR LIABILITIES ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. SDZWA HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. SDZWA BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON SDZWA'S CONSOLIDATED FINANCIAL CONDITION, CHANGE IN NET ASSETS OR CASH FLOWS. ACCORDINGLY, SDZWA HAS NOT RECORDED ANY RESERVE OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT YEAR-END 2022. SDZWA'S U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2019 AND 2018, RESPECTIVELY, ARE CLOSED. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. MANAGEMENT IS NOT AWARE OF ANY PENDING REVIEWS OR EXAMINATIONS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 1 | 1 | PROGRAM SERVICES | CONSERVATION ACTIVITIES | $1,866,627 |
| EAST ASIA AND THE PACIFIC | 0 | 1 | PROGRAM SERVICES | CONSERVATION ACTIVITIES | $1,347,192 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS | $1,284,781 | |
| SOUTH AMERICA | 1 | 0 | PROGRAM SERVICES | CONSERVATION ACTIVITIES | $770,661 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS | $267,000 | |
| SOUTH AMERICA | 0 | 1 | GRANTS TO RECIPIENTS | $109,740 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS | $35,000 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | CONSERVATION ACTIVITIES | $31,471 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | GRANTS TO RECIPIENTS | $4,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $5,712,472 | SubtotalSpentAmt |
| Continuation Spent | $4,352 | ContinuationSpentAmt |
| Total Spent | $5,716,824 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (14 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | CONSERVATION SUPPORT FOR GIRAFFE RELOCATION, ELEPHANT SANCTUARY, AND HIROLA CONSERVACY | $516,955 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | CONSERVATION SUPPORT FOR GIRAFFE RESEARCH | $10,440 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | CONSERVATION SUPPORT FOR GIRAFFES | $7,928 | WIRE TRANSFER | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | CONSERVATION ACTIVITIES FOR PLANT RESTORATION FROM AUSTRALIAN WILDFIRES | $48,000 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | CONSERVATION SUPPORT FOR GIRAFFES AND RHINOS | $424,523 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | CONSERVATION SUPPORT FOR GREVY'S ZEBRA | $150,000 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | CONSERVATION SUPPORT FOR PROJECTS IN KENYA TO SUPPORT WILDLIFE SUCH AS HIROLA ANTELOPE | $75,000 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | CONSERVATION SUPPORT FOR "LION GOVERNORS" PROGRAM | $42,000 | WIRE TRANSFER | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | CONSERVATION SUPPORT FOR KOALAS | $30,000 | WIRE TRANSFER | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | CONSERVATION SUPPORT FOR KOALAS IN AUSTRALIA | $30,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | CONSERVATION SUPPORT FOR POSTDOCTORAL RESEARCH FOR IUCN SPECIES CLASSIFICATION STATUS | $25,000 | WIRE TRANSFER | $0 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | CONSERVATION SUPPORT FOR RHINOS IN SOUTH AFRICA | $21,763 | WIRE TRANSFER | $0 |
| SOUTH AMERICA | CONSERVATION SUPPORT FOR AMAZONIA WILDLIFE HEALTH AND CONSERVATION IN SOUTHEASTERN PERU | $16,000 | WIRE TRANSFER | $0 |
| SOUTH AMERICA | CONSERVATION SUPPORT FOR AMAZONIA WILDLIFE HEALTH AND CONSERVATION IN SOUTHEASTERN PERU | $16,000 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| POSTDOCTORAL RESEARCH | EAST ASIA AND THE PACIFIC | 1 | $159,000 | WIRE TRANSFER |
| POSTDOCTORAL RESEARCH | MIDDLE EAST AND NORTH AFRICA | 1 | $77,740 | WIRE TRANSFER |
| POSTDOCTORAL RESEARCH | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $4,352 | WIRE TRANSFER |
| POSTDOCTORAL RESEARCH | SUB-SAHARAN AFRICA | 1 | $32,672 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION'S PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE U.S. CONSISTS OF MONITORING THROUGH ACTIVITY REPORTS AND FINANCIAL REPORTS. SITE VISITS AND INSPECTIONS ARE MADE FOR CERTAIN ACTIVITIES WHEN APPROPRIATE. |
| PART I, LINE 3: | ALL EXPENDITURES ARE REPORTED ON AN ACCRUAL BASIS AS EXPENSES ARE INCURRED AND AS GRANTS ARE AWARDED. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RITZ | Event1Nm |
| Gross Receipts Event1 | $1,015,419 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $874,919 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $140,500 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $55,027 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $217,855 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $50,670 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $402,832 | OtherDirectExpensesEvent1Amt |
| Event2 | FOOD, WINE & BREW | Event2Nm |
| Gross Receipts Event2 | $380,087 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $46,887 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $333,200 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,694 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $11,034 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $12,150 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $119,212 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,395,506 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $921,806 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $473,700 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $56,721 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $228,889 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $62,820 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $522,044 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $870,474 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$396,774 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACTION FOR CHEETAHS IN KE | |||||||||
| 6620 CITY VIEW DR | HUDSONVILLE | MI | 49426 | 821871800 | $8,000 | $0 | CONSERVATION SUPPORT FOR CHEETAHS | ||
| ASSOCIATION OF FUNDRAISING PROFESSIONALS SAN DIEGO CHAPTER | |||||||||
| PO BOX 882088 | SAN DIEGO | CA | 92168 | 330050791 | $6,000 | $0 | NATIONAL PHILANTHROPY DAY SPONSORS | 501(C)(3) | |
| ASSOCIATION OF ZOOS & AQUARIUMS | |||||||||
| PO BOX 79863 | BALTIMORE | MD | 212790863 | 550526930 | $30,150 | $0 | SUPPORT WILDLIFE TRAFFICKING | ||
| AUDUBON NATURE INSTITUTE | |||||||||
| 6500 MAGAZINE STREET | NEW ORLEANS | LA | 701184855 | 510157624 | $602,392 | $0 | SUPPORT FOR SSP WILDLIFE CARE | 501(C)(3) | |
| CENTER FOR PLANT CS INC | |||||||||
| 15600 SAN PASQUAL VALLEY ROAD | ESCONDIDO | CA | 92027 | 222527116 | $252,430 | $0 | CONSERVATION SUPPORT FOR PLANTS | ||
| COLLEGE OF WM & MARY | |||||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23187 | 546001718 | $10,000 | $0 | CONSERVATION SUPPORT FOR CLINIC | ||
| GIRAFFE CS FOUNDATION | |||||||||
| 17 S MAGNOLIA AVE | ORLANDO | FL | 32801 | 812749463 | $16,000 | $0 | CONSERVATION SUPPORT FOR GIRAFFE | ||
| GLOBAL CONSERVATION NETWORK | |||||||||
| 12101 JOHNNY CAKE RIDGE ROAD | APPLY VALLEY | MN | 55124 | 411719362 | $12,500 | $0 | CONSERVATION SUPPORT FOR IUCN, CPSG, AND SSC | ||
| INTERNATIONAL ELEPHANT FOUNDATION | |||||||||
| PO BOX 366 | AZLE | TX | 96098 | 752815706 | $25,000 | $0 | CONSERVATION SUPPORT FOR ELEPHANTS | 501(C)(3) | |
| INTERNATIONAL IGUANA FOUNDATION | |||||||||
| CO FORT WORTH ZOO 1989 COLONIAL | FORT WORTH | TX | 76110 | 752954637 | $10,000 | $0 | CONSERVATION SUPPORT FOR IGUANAS | 501(C)(3) | PARKWAY |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO | |||||||||
| 9500 GILMAN DRIVE MC 0009 | LA JOLLA | CA | 92093 | 956006144 | $136,619 | $0 | CONSERVATION SUPPORT FOR RHINOCERES | STATE/LOCAL GOVT | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | |||||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | 946036494 | $93,587 | $0 | CONSERVATION SUPPORT FOR MUSKRATS | STATE/LOCAL GOVT | |
| REWILD | |||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | 262887967 | $30,000 | $0 | CONSERVATION SUPPORT FOR IUCN SSC | ||
| THE NATURE CONSERVANCY | |||||||||
| 4245 NORTH FAIRFAX DRIVE 100 | ARLINGTON | VA | 222031606 | 530242652 | $500,000 | $0 | CONSERVATION SUPPORT FOR BLACK RHINO | 501(C)(3) | |
| THE PEREGRINE FUND INC | |||||||||
| 5668 W FLYING HAWK LANE | BOISE | ID | 83709 | 231969973 | $30,000 | $0 | CONSERVATION SUPPORT FOR VULTURES | ||
| WILDLIFE CONSERVATION NETWORK INC | |||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 941072528 | 300108469 | $58,805 | $0 | CONSERVATION SUPPORT FOR OKAPI | 501(C)(3) | |
| WILDLIFE SOS | |||||||||
| 406 EAST 300 SOUTH 302 | SALT LAKE CITY | UT | 84111 | 203274638 | $13,100 | $0 | CONSERVATION SUPPORT FOR GENOMICS | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATION SUPPORT FOR ADVANCED INQUIRY PROGRAM | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $5,135 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE MONITORED THROUGH ACTIVITY REPORTS AND FINANCIAL REPORTS. SITE VISITS AND INSPECTIONS ARE MADE FOR CERTAIN ACTIVITIES WHEN APPROPRIATE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL BARIBAULT | ||||||||||||||
| PRESIDENT/CEO | $891,228 | $0 | $372,357 | $0 | $11,053 | $0 | $13,750 | $0 | $26,585 | $0 | $1,314,973 | $0 | $0 | $0 |
| SHAWN DIXON | ||||||||||||||
| CHIEF OPERATING OFFICER | $478,476 | $0 | $177,294 | $0 | $12,179 | $0 | $12,915 | $0 | $16,575 | $0 | $697,439 | $0 | $0 | $0 |
| DAVID FRANCO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $470,319 | $0 | $171,391 | $0 | $16,071 | $0 | $15,250 | $0 | $14,157 | $0 | $687,188 | $0 | $0 | $0 |
| DAVID GILLIG | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $424,428 | $0 | $77,815 | $0 | $14,093 | $0 | $15,250 | $0 | $11,590 | $0 | $543,176 | $0 | $0 | $0 |
| LISA PETERSON | ||||||||||||||
| EXEC DIRECTOR, SAFARI PARK | $316,853 | $0 | $67,363 | $0 | $11,876 | $0 | $14,306 | $0 | $12,662 | $0 | $423,060 | $0 | $0 | $0 |
| DAVID MILLER | ||||||||||||||
| CHIEF MARKETING OFFICER | $279,496 | $0 | $53,432 | $0 | $14,259 | $0 | $9,377 | $0 | $21,112 | $0 | $377,676 | $0 | $0 | $0 |
| ERIKA KOHLER | ||||||||||||||
| EXECUTIVE DIRECTOR, SAN DIEGO ZOO | $276,897 | $0 | $56,923 | $0 | $9,067 | $0 | $13,076 | $0 | $14,092 | $0 | $370,055 | $0 | $0 | $0 |
| EAMONN FARRELL | ||||||||||||||
| VICE PRESIDENT OF CONSTRUCTION | $198,191 | $0 | $20,694 | $0 | $718 | $0 | $7,320 | $0 | $13,559 | $0 | $240,482 | $0 | $0 | $0 |
| NADINE LAMBERSKI | ||||||||||||||
| CHF. CONSERVATION/WILDLIFE | $303,057 | $0 | $65,080 | $0 | $14,231 | $0 | -$280,859 | $0 | $14,980 | $0 | $116,489 | $0 | $0 | $0 |
| AIDA ROSA | ||||||||||||||
| CHF. HUMAN RESOURCES OFFICER | $271,661 | $0 | $54,363 | $0 | $9,279 | $0 | -$251,862 | $0 | $12,220 | $0 | $95,661 | $0 | $0 | $0 |
| DAVID PAGE | ||||||||||||||
| VICE PRESIDENT OF FINANCE | $205,774 | $0 | $23,192 | $0 | $2,266 | $0 | -$217,438 | $0 | $12,506 | $0 | $26,300 | $0 | $0 | $0 |
| WENDY BULGER | ||||||||||||||
| GENERAL COUNSEL | $277,819 | $0 | $51,462 | $0 | $14,201 | $0 | -$370,288 | $0 | $9,932 | $0 | -$16,874 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | SDZWA MAINTAINS AN ANNUAL INCENTIVE PLAN. THE INCENTIVE IS CALCULATED AS A PERCENTAGE OF EACH PARTICIPATING EMPLOYEE'S ANNUAL SALARY. THE PERCENTAGE IS BASED ON SDZWA'S ACHIEVEMENT OF SPECIFIED GOALS. EACH PARTICIPANT EMPLOYEE'S INCENTIVE PERCENTAGE IS ADJUSTED FURTHER BASED ON ANNUAL PERFORMANCE. |
| SCHEDULE J, PART II, COLUMN C: | DEFERRED COMPENSATION INCLUDES THE CHANGE IN PRESENT VALUE OF ACCRUED PENSION PLAN BENEFITS. EFFECTIVE DECEMBER 31, 2021, THE DEFINED BENEFIT PENSION PLANS WERE CLOSED TO NEW PARTICIPANTS AND FUTURE BENEFIT ACCRUALS WERE FROZEN FOR ACTIVE PLAN PARTICIPANTS. THE CHANGE IN PRESENT VALUE OF ACCRUED BENEFITS INCLUDES CHANGES IN ECONOMIC AND DEMOGRAPHIC ASSUMPTIONS TO REFLECT CURRENT CONDITIONS (DISCOUNT RATE, YEARS TO RETIREMENT, AND MORTALITY). THE CHANGES IN ECONOMIC AND DEMOGRAPHIC ASSUMPTIONS MAY HAVE A SIGNIFICANT POSITIVE OR NEGATIVE IMPACT ON THE VALUE OF DEFERRED COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201563466 | BondIssuerEIN |
| Bond Issued | 2020-08-10 | BondIssuedDt |
| Issue Price | $35,000,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,355,000 | RetiredAmt |
| Total Proceeds | $35,000,000 | TotalProceedsAmt |
| Other Spent Proceeds | $35,000,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE A, COLUMN F: | THE PURPOSE OF THE BOND IS TO REFINANCE OUTSTANDING BONDS ISSUED ON 7/13/2019. |
| PART IV, LINE 2C: | THE DATE OF THE REBATE COMPUTATION WAS 2/27/2013. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 55 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,582 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,078,929 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 71 | ContributionCnt |
| Noncash Contributions Rpt F990 | $73,065 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I COLUMN B. |
| PART I, LINE 32B: | THIRD PARTY VENDORS ARE USED FOR SOLICITING AND SELLING AUTOS AND FOR SELLING ARTWORK. A THIRD-PARTY BROKER IS USED TO SELL STOCKS AND CRYPTOCURRENCY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | WITH 400,000 MEMBERS, WE HAVE THE LARGEST MEMBERSHIP BASE OF ANY ZOO IN THE WORLD. OUR FAMILY OF LOYAL MEMBERS INCLUDES 300,000 ADULTS AND 100,000 CHILDREN WHO CALL THE ZOO AND SAFARI PARK THEIR HOME AWAY FROM HOME. |
| FORM 990, PART VI, SECTION A, LINE 7A | NATURE OF VOTING RIGHTS: MEMBERS MAY NOMINATE TRUSTEES TO SUCCEED TRUSTEES WHOSE TERMS OF OFFICE ARE EXPIRING, IN ACCORDANCE WITH THE TERMS OF ARTICLE VI, SECTION 2 OF THE BYLAWS. IF MORE NOMINATIONS ARE RECEIVED THAN THE NUMBER OF TRUSTEES TO BE ELECTED, THEN THE TRUSTEES WILL BE ELECTED BY WRITTEN BALLOT BY MEMBERS, IN ACCORDANCE AND CONDITIONS OF ARTICLE VI, SECTION 3(B) OF THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL AND THE TYPE OF VOTING RIGHTS: ANY ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS BY THE BOARD OF TRUSTEES WHICH WOULD MATERIALLY AND ADVERSELY AFFECT THE RIGHTS OF MEMBERS AS TO VOTING OR TRANSFER SHALL REQUIRE APPROVAL OF THE MEMBERS PURSUANT TO ARTICLE XIV OF THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW THE FORM 990: A DRAFT OF THE FORM 990 AND ALL REQUIRED SCHEDULES IS DISTRIBUTED ELECTRONICALLY TO OUR GENERAL COUNSEL, CHIEF HUMAN RESOURCES OFFICER, CHIEF PHILANTHROPY OFFICER, AND THE OFFICERS OF THE ORGANIZATION. FOLLOWING THEIR REVIEW, THE FORM 990 AND SUPPORTING SCHEDULES ARE REVIEWED BY AN OUTSIDE TAX PREPARER AND THEN DISTRIBUTED EITHER ELECTRONICALLY OR IN PAPER FORM TO THE AUDIT COMMITTEE AND TO THE BOARD OF TRUSTEES. THE FORM 990 IS PRESENTED TO AND REVIEWED BY THE AUDIT COMMITTEE PRIOR TO BEING FILED WITH THE I.R.S. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THE CHIEF HUMAN RESOURCES OFFICER AND GENERAL COUNSEL FOLLOW UP ON ANY ISSUES REVEALED ON THE DISCLOSURE FORMS. IN ADDITION, THEY FOLLOW UP ON ISSUES THAT MAY ARISE THROUGHOUT THE YEAR. IF A CONFLICT EXISTS, APPROPRIATE ACTION IS TAKEN, SUCH AS PROHIBITING PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION OF OFFICERS, EXECUTIVES AND KEY EMPLOYEES: THE COMPENSATION PACKAGES FOR OFFICERS AND OTHER EXECUTIVE TEAM MEMBERS ARE PERIODICALLY REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE CHARTERED BY THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE PERIODICALLY ENGAGES AN INDEPENDENT FIRM TO PERFORM SALARY ANALYSIS FOR COMPARABLE POSITIONS TO ENSURE COMPENSATION PACKAGES ARE COMPETITIVE. 2022 INCREASES FOLLOWED A STANDARDIZED POLICY FOR NON-UNION EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC: BYLAWS, ARTICLES OF INCORPORATION, THE CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON SDZWA'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST -12,506,466. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 36,046,200. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| 2116 RETAIL LLC | ||||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | INVESTMENTS | CA | $0 | $0 | ZSSD |
| 2116 HOLDINGS INC | ||||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | INVESTMENTS | CA | $0 | $0 | ZSSD |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SDZG-PERU | ||||||||||||||
| AVENIDA PERU F-10 URBANIZACION | QUISPICANCHIS CUSCO | PE | CONSERVATION | PE | N/A | N/A | ZSSD | Yes (1) | ||||||
| FOUNDATION OF ZOOLOGICAL SOCIETY OF SAN DIEGO | ||||||||||||||
| SUPPORTING | 501(C)(3) | 12A | ZSSD | Yes (1) | PO BOX 120551 | SAN DIEGO | CA | 921220551 | 208456251 | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SDZG-PERU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $568,188 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |