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THE ORGANIZATION IS EXEMPT UNDER SECTION 509(A)(2). 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SCHEDULE D, PART X, LINE 2 ASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI AND XII, LINE 2D RECONCILIATION OF REVENUE: FUNDRAISING EVENT EXPENSE $874,308 RENTAL EXPENSE $255,675 TOTAL $1,129,983 SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF EXPENSES: CHANGE IN VALUE-SPLIT INT $3,024,445 true SOUTH AMERICA 0 0 GRANTMAKING 18000 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 15000 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 40000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 35000 0 0 0 0 108000 108000 South America CONSERVATION 18000 WIRE Sub-Saharan Africa CONSERVATION 15000 WIRE East Asia and the Pacific CONSERVATION 40000 WIRE Central America and the Caribbean CONSERVATION 35000 WIRE 3 1 true false true true true false SCHEDULE F, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. EVALUATES AND MONITORS ITS GRANTS BASED ON INFORMATION RECEIVED FROM THE GRANTEE ORGANIZATION THROUGH PROGRESS REPORTS AND FINAL ANNUAL REPORTS AND OTHER PUBLIC INFORMATION. X X X X X X X true JOHNSON GROSSNICLE ASSOC STRATEGY false 97279 -97279 97279 -97279 AL AK AR CA CO CT FL HI IL IN KS KY ME MD MA MI NV NJ NM NY NC OH OK OR PA RI SC SD TN UT VA WA WI ZOOBILATION 2413761 213379 2200382 185081 22671 485902 WINE AUCTION 347208 40052 307156 45269 42958 66693 1 102680 7920 94760 7920 2925 14889 2863649 261351 2602298 45269 235959 25596 567484 874308 1727990 true CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 311726923 501(C)(3) 15000 SUPPORT CHICAGO HORTICULTURAL SOCIETY 1000 LAKE COOK RD GLENCOE IL 60022 362225482 501(C)(3) 20000 CONSERVATION GLOBAL WILDLIFE CONSERVATION PO BOX 129 AUSTIN TX 78767 262887967 501(C)(3) 41216 CONSERVATION INDIANA NATURAL RESOURCES FOUNDATION 402 W WASHINGTON ST W273 INDIANAPOLIS IN 46204 320249179 501(C)(3) 15087 CONSERVATION LINCOLN PARK ZOOLOGICAL SOCIETY 2001 N CLARK STREET CHICAGO IL 60614 362512404 501(C)(3) 80000 CONSERVATION SIDEKICK FOUNDATION 4000 W 106 ST SUITE 125-238 CARMEL IN 46032 453996413 501(C)(3) 8491 CONSERVATION WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX NY 10460 131740011 501(C)(3) 15000 SUPPORT RESERVA THE YOUTH LAD TRUST INC 1330 NEW HAMPSHIRE AVE NW APT 1008 WASHINGTON DC 20036 842906392 501(C)(3) 10000 SUPPORT TURTLE SURVIVAL ALLIANCE 1030 JENKINS RD SUITE D CHARLESTON SC 29407 200785702 501(C)(3) 18000 SUPPORT THE NATURE CONSERVANCY IN INDIANA 620 EAST OHIO STREET INDIANAPOLIS IN 46202 530242652 501(C)(3) 10000 CONSERVATION 10 SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. 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EXPENSE RECOGNIZED BY THE SOCIETY AND ACCRUED TOTALED $95,000 FOR THE YEAR ENDED DECEMBER 31, 2022. A LIABILITY HAS BEEN RECORDED IN THE AMOUNT OF $741,426 AND $722,790, RESPECTFULLY, AS OF DECEMBER 31, 2022 AND 2021. DEFERRED COMPENSATION: INCLUDED IN DEFERRED COMPENSATION IS 457(F) PLAN CONTRIBUTIONS AND NONQUALIFIED DEFERRED COMPENSATION. THE AMOUNT OF 457(F) COMPENSATION INCLUDED IN SCHEDULE J, PART II, COLUMN C: ROBERT SHUMAKER $44,500 KAREN BURNS $19,500 MARY JANE BENNETT $15,500 JEFFREY PROUDFOOT $15,500 SCHEDULE J, PART I, LINE 7 NONFIXED PAYMENTS: THE INDIANAPOLIS ZOO HAS A BONUS PLAN FOR CERTAIN EXECUTIVE EMPLOYEES ON THEIR ACCOMPLISHMENT OF THE ZOO'S INSTITUTIONAL INITIATIVES. THE BOARD EXECUTIVE COMMITTEE REVIEWS EVALUATIONS PERFORMED ON AND BY THE ZOO PRESIDENT AND DETERMINES AWARD AMOUNTS ANNUALLY. BONUSES MAY NOT BE AWARDED IF THE ZOO PRESIDENT JUDGES THAT THE FISCAL YEAR'S OVERALL FINANCIAL PERFORMANCE DOES NOT JUSTIFY PAYMENTS. X 16 217260 MARKET VALUE X WINE/BEER/LIQUOR BEVERAGES 4 198811 MARKET VALUE 2 false true false SCHEDULE M, PART I, COLUMN (B) NUMBER OF ITEMS RECEIVED: THE INDIANAPOLIS ZOO REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1A VOTING RIGHTS OF MEMBERS: DURING INTERVALS BETWEEN MEETINGS OF THE BOT, THE EXECUTIVE COMMITTEE HAS ALL AUTHORITY OF THE BOT. IN ADDITION, THE EXECUTIVE COMMITTEE, TO THE EXTENT SPECIFIED BY THE BOT, MAY EXERCISE THE AUTHORITY OF THE BOT. FORM 990, PART VI, SECTION A, LINE 2 RELATIONSHIPS WITH OTHER OFFICERS, DIRECTORS, OR KEY EMPLOYEES: BOARD MEMBERS ALAN COHEN AND LAUREN EDMUNDSON HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS ALBERT SMITH AND JOHN NEIGHBORS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE RETURN IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND IT IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORECEMENT OF CONFLICTS: CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED ON AN ANNUAL BASIS BY BOARD MEMBERS AND STAFF. ANNUALLY ALL CONFLICTS OF INTEREST ARE SUMMARIZED AND REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. IF THERE IS A CONFLICT OF INTEREST, A BOARD MEMBER WOULD RECUSE THEMSELVES FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A & 15B COMPENSATION REVIEW AND APPROVAL PROCESS FOR OFFICERS AND KEY EMPLOYEES: COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES MEETS ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION OF THE CEO, CFO, VP'S, AND SVP'S. THE VP OF HUMAN RESOURCES DETERMINES OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION AND IS REVIEWED BY THE CFO. COMPENSATION WAS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD IN NOVEMBER OF 2021 FOR 2022 COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT: -$3,024,445