2023-11-03T10:30:27-05:00 2022-12-31 135565207 KPMG LLP 1212 NORTH 96TH STREET SUITE 300 OMAHA NE 68114 990 2022-01-01 470469782 OMAHA ZOOLOGICAL SOCIETY OMAH 4027338401 3701 SOUTH 10TH STREET OMAHA NE 68107 JEREMY EDDIE CFO 4027338401 2023-11-01 1 JEREMY EDDIE 999009999 0 HOLLY MOEN P01800653 4023481450 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEREMY EDDIE 3701 SOUTH 10TH STREET OMAHA NE 68107 77152731 0 X WWW.OMAHAZOO.COM X 1964 NE TO INSPIRE, EDUCATE, AND ENGAGE PEOPLE TO SERVE AS LIFE-LONG STEWARDS FOR ANIMALS, THEIR HABITATS, AND THEIR CONSERVATION. 6 6 1187 1160 1979511 669081 52214743 36713803 22787918 23202931 3122 208391 10977438 12139362 85983221 72264487 0 3295251 0 0 24535868 27049186 0 0 572667 32345586 38042508 56881454 68386945 29101767 3877542 334182960 338005963 26009167 25954628 308173793 312051335 X THE OMAHA ZOOLOGICAL SOCIETY'S MISSION IS TO INSPIRE, EDUCATE, AND ENGAGE PEOPLE TO SERVE AS LIFE-LONG STEWARDS FOR ANIMALS, THEIR HABITATS, AND THEIR CONSERVATION. 0 0 61583612 3295251 21014101 OMAHA ZOOLOGICAL SOCIETY OPERATES AND MAINTAINS OMAHA'S HENRY DOORLY ZOO AND AQUARIUM. THE ZOO SITS ON 160 ACRES AND HOUSES APPROXIMATELY 990 ANIMAL SPECIES INCLUDING MAMMALS, BIRDS, REPTILES, AMPHIBIANS, FISH, AND INVERTEBRATES. IT BOASTS NATURAL, IMMERSIVE EXHIBIT SPACES, INCLUDING ASIAN HIGHLANDS, ADVENTURE TRAILS, AFRICAN GRASSLAND, AN AQUARIUM, THE WORLD'S LARGEST INDOOR DESERT COVERED BY A TRANSPARENT GLAZED GEODESIC DOME, AMERICA'S LARGEST INDOOR RAINFOREST, THE WORLD'S LARGEST NOCTURNAL EXHIBIT, AND GORILLA AND ORANGUTAN HABITATS. DURING 2022, 82,914 MEMBERSHIPS WERE SOLD, AND 1,473,144 PEOPLE VISITED THE PARK. 1917248 388284 OMAHA'S HENRY DOORLY ZOO AND AQUARIUM'S CENTER FOR CONSERVATION AND RESEARCH CONDUCTS VALUABLE CONSERVATION SCIENCE RESEARCH IN THE AREAS OF VETERINARY MEDICINE, REPRODUCTIVE SCIENCES, GENETICS, NUTRITION, AND BEHAVIORAL HUSBANDRY AND WELFARE. THE SCIENTIFIC TEAMS CONDUCTING RESEARCH IN 2022 INCLUDED FIVE VETERINARIANS, SEVEN PH.D. SCIENTISTS AND POST-DOCS, THREE MASTER'S LEVEL RESEARCHERS AND EIGHT ADDITIONAL TECHNICAL STAFF. THESE TEAMS WERE ACTIVELY PARTICIPATING IN MULTIPLE RESEARCH PROJECTS THAT LED TO THE PUBLICATION OF MANUSCRIPTS IN PEER-REVIEWED JOURNALS. IN ADDITION, OUR RESEARCHERS PRESENTED AT INTERNATIONAL CONFERENCES AND SCIENTIFIC MEETINGS, AND GAVE INVITED TALKS AND LECTURES AT UNIVERSITIES, SCIENTIFIC CONFERENCES, AND INDUSTRY MEETINGS. OMAHA'S HENRY DOORLY ZOO AND AQUARIUM SUPPORTED 30 IN-SITU CONSERVATION PROJECTS FOCUSING ON NORTH AMERICA, SOUTH AMERICA, ASIA, MADAGASCAR, MAINLAND AFRICA, AND THE OCEANS. SUPPORT NOT ONLY INCLUDED FINANCIAL CONTRIBUTIONS TO THE PROJECTS BUT STAFF EXPERTISE AND TIME WITH DIRECT PARTICIPATION AND LEADERSHIP IN CONSERVATION EFFORTS FOR THE RESCUE, PROPAGATION AND RESTORATION OF CORAL REEFS THROUGH SECORE, BREEDING AND RELEASE OF SALT CREEK TIGER BEETLES IN NEBRASKA, BREEDING AND RELEASE OF AMPHIBIANS IN NORTH AMERICA AND PUERTO RICO, BREEDING FISH SPECIES AND AQUATIC INVERTEBRATE SPECIES FOR THE FIRST TIME IN AN AQUARIUM ENVIRONMENT, AND HABITAT REFORESTATION EFFORTS AND COMMUNITY EDUCATION IN MADAGASCAR. STAFF ALSO PROVIDE EXTENSIVE LEADERSHIP AND EXPERTISE IN MORE THAN FIFTY KEY SERVICES ROLES ON SUSTAINABILITY PROGRAMS THROUGH THE ASSOCIATION OF ZOOS AND AQUARIUMS AS ADVISORS, SPECIES SURVIVAL PLAN PROGRAM LEADERS, STUDBOOK KEEPERS, COMMITTEE MEMBERS, PROJECT COORDINATORS, INSTRUCTORS, AND TAXON ADVISORY GROUP CHAIRS, AND STEERING COMMITTEE MEMBERS. 1259440 1806958 OMAHA ZOOLOGICAL SOCIETY'S EDUCATIONAL INITIATIVES ARE LOCAL, NATIONAL, AND INTERNATIONALLY FOCUSED. MORE THAN 1,265 EDUCATIONAL PROGRAMS WERE CONDUCTED IN 2022. THIS PROGRAMMING, WHICH INCLUDED DAY CAMPS, CLASSES, DISTANCE LEARNING CLASSES, CAMPOUTS, AND ON-GROUNDS PROGRAMMING REACHED 27,543 INDIVIDUALS. THE ZOO ALSO HAS CONSERVATION-ORIENTED EDUCATION PROGRAMS IN VETERINARY MEDICINE, REPRODUCTIVE PHYSIOLOGY, MOLECULAR GENETICS, NUTRITION, AND ANIMAL MANAGEMENT AND HUSBANDRY IN THE GREWCOCK CENTER FOR CONSERVATION AND RESEARCH. IN 2022, PROFESSIONAL TRAINING AND CAREER SHADOWING WAS PROVIDED AT THE ZOO TO 28 UNDERGRADUATE, GRADUATE, AND PROFESSIONAL STUDENTS. IN ADDITION, THE ZOO'S PROFESSIONAL STAFF PARTICIPATES IN A RANGE OF OFFSITE EDUCATION PROGRAMS WHICH COVER A BROAD SPECTRUM FROM LECTURES AT UNIVERSITIES TO LONGER DURATION PROFESSIONAL TRAINING PROGRAMS IN SPECIFIC SCIENTIFIC OR CONSERVATION TECHNIQUES, AS WELL AS SUPPORTING PRIMARY AND SECONDARY SCHOOL CONSERVATION EDUCATION PROGRAMS. 64760300 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 35 0 1 1187 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JEREMY EDDIE 4027338401 3701 SOUTH 10TH STREET OMAHA NE 68107 MOGENS BAY CHAIRMAN 1.00 1.00 X X 0 0 0 JANE MILLER SECRETARY 1.00 0.00 X X 0 0 0 DR ANNE HUBBARD DIRECTOR 1.00 0.00 X 0 0 0 LANCE M FRITZ DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL R MCCARTHY TREASURER 1.00 1.00 X 0 0 0 CALVIN SISSON VICE CHAIR 1.00 1.00 X 0 0 0 DENNIS E PATE EXECUTIVE DIRECTOR/CEO 40.00 0.00 X 707757 0 52340 JEREMY C EDDIE CHIEF FINANCIAL OFFICER 40.00 0.00 X 224371 0 21338 DENNIS SCHNURBUSCH II CHIEF OPERATING OFFICER 40.00 0.00 X 216668 0 30439 TODD SCHOLZ VP OF CAPITAL PROJECTS 40.00 0.00 X 198715 0 29609 JASON HERRICK VP OF CONSERVATION 40.00 0.00 X 167984 0 13761 CRAIG JACOBS DIRECTOR OF HUMAN RESOURCE 40.00 0.00 X 161898 0 17461 ELIZABETH MULKERRIN VP OF EDUCATION 40.00 0.00 X 135078 0 26994 EDWARD LOUIS DIRECTOR OF CONSERVATION GENETICS 40.00 0.00 X 135984 0 18355 SARAH WOODHOUSE DIRECTOR OF ANIMAL HEALTH 40.00 0.00 X 158433 0 16356 2106888 0 226653 26 0 1 0 KIEWIT CONSTRUCTION COMPANY 17110 MARCY ST STE LL01 OMAHA NE 68118 CONSTRUCTION 10810679 JE DUNN CONSTRUCTION COMPANY 14606 BRANCH ST STE 300 OMAHA NE 68154 CONSTRUCTION 1668735 HOLLAND BASHAM ARCHITECTS 119 S 49TH AVE OMAHA NE 68132 ARCHITECTURAL 1351238 MMC MECHANICAL CONTRACTORS INC 9751 S 142ND ST OMAHA NE 68138 CONSTRUCTION 1258302 EDGE THEMED ENVIRONMENTS LLC 12615 MUKILTEO SPEEDWAY LYNWOOD WA 980871533 CONSTRUCTION 1206867 33 15739418 15520045 2729403 2724937 36713803 ADMISSIONS 712130 18676385 18676385 EDUCATION PROGRAMS 611600 1259219 1259219 TRAIN 485000 979045 979045 SKYFARI 485000 896556 896556 SPECIAL EXHIBIT 712130 859291 859291 532435 532435 23202931 377247 377247 168856 -168856 -168856 -168856 15560843 4719388 10841455 1158818 9682637 CATERING/VENUE RENTAL 722320 820693 820693 INSURANCE RECOVERY 524291 470802 470802 MISCELLANEOUS 900099 6412 6412 1297907 72264487 23209343 1979511 10361830 3295251 3295251 1481237 228324 1072058 180855 20754151 20051214 460612 242325 587284 529912 46492 10880 2665822 2498791 127524 39507 1560692 1469020 71013 20659 46159 46159 68548 68548 36200 36200 1198200 1198200 129305 52636 56999 19670 10826426 10341590 438757 46079 179697 179697 321000 321000 16558382 16558382 1444150 1413211 26912 4027 RESEARCH & EDUCATION 1946163 1946163 ANIMAL SUPPLIES/FORAGE 1702127 1702127 CREDIT CARD PROC. FEES 1097304 1097304 USE & UBI TAX 198558 198558 2290289 1678920 602704 8665 68386945 64760300 3053978 572667 39931851 38772799 1730737 133351 140236 36163 653427 804564 547022 285217 469938674 174925701 291179687 295012973 2960896 334182960 338005963 6342541 5036875 4679836 5831614 14960664 14972614 26126 113525 26009167 25954628 X 296652387 303984818 11521406 8066517 308173793 312051335 334182960 338005963 3877542 0 X 0 1 X 1 1 1 X 34896009 44351457 66504876 52214743 36713803 234680888 34896009 44351457 66504876 52214743 36713803 234680888 5220662 229460226 377278 474223 83305 3122 377247 1315175 390606 400809 117517 786358 804765 2500055 470802 470802 238966920 91153299 0.96020 0.96380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 1 36200 36200 0 PART II-B, LINE 1: THE SOCIETY PAID A PROFESSIONAL FIRM TO LOBBY FOR SALES TAX EXEMPTION FOR ACCREDITED ZOOS. 3354987 -433542 149697 2771748 2974049 424993 44055 3354987 2703749 332639 62339 2974049 2293222 447663 37136 2703749 2470807 -136444 41141 2293222 1.00000 0 1 1 447703794 163865116 283838678 16673243 11060585 5612658 5561637 5561637 295012973 DUE TO OMAHA ZOO FOUNDATION 113525 113525 X 78588124 6323637 6323637 72264487 0 72264487 73275189 4888244 4888244 68386945 0 68386945 PART V, LINE 4: THE FOUNDATION HOLDS ENDOWMENT FUNDS FOR SUPPORT OF THE PROGRAMS AND OPERATION OF THE SOCIETY. PART X, LINE 2: THE SOCIETY HAS BEEN RECOGNIZED AS A NOT-FOR-PROFIT CORPORATION BY THE INTERNAL REVENUE SERVICE AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE SOCIETY APPLIES THE PROVISIONS OF FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, INCLUDED IN ASC SUBTOPIC 740-10, INCOME TAXES - OVERALL. FIN 48 PROVIDES SPECIFIC GUIDANCE ON HOW TO ADDRESS UNCERTAINTY IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES, PRESCRIBING RECOGNITION THRESHOLDS AND MEASUREMENT ATTRIBUTES. AT DECEMBER 31, 2022. THE SOCIETY HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: BENEFICIAL INTEREST IN NET ASSETS OF RELATED ORGANIZATION 1,435,393. COST OF GOODS SOLD 4,719,388. LOSS ON DISPOSAL OF ASSETS 168,856. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,719,388. LOSS ON DISPOSAL OF ASSET 168,856. SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SCIENTIFIC RESEARCH ACTIVITIES 361022 0 0 0 0 0 0 361022 0 361022 0 0 0 0 0 0 PART III ACCOUNTING METHOD: FORM 990, SCHEDULE F, PART I, LINE 2 ALL EXPENDITURES REPORTED ON PART I WERE PAID DIRECTLY BY OMAHA ZOOLOGICAL SOCIETY. 0 OMAHA ZOOLOGICAL FOUNDATION 3701 SOUTH 10TH STREET OMAHA NE 681072200 363297716 501(C)(3) 3295251 0 N/A N/A GENERAL SUPPORT 1 PART I, LINE 2: THE SOCIETY REQUIRES PERIODIC WRITTEN REPORTS ON THE EXPENDITURE OF SOCIETY GRANTED FUNDS. THE VICE PRESIDENT OF CONSERVATION AND ANIMAL HEALTH AND THE CONSERVATION COMMITTEE REVIEW THE REPORTS AND RESULTS OF THE SUPPORTED PROJECT IN ORDER TO EVALUATE THE EFFECTIVENESS OF THE GRANT. X X 0 0 0 0 0 0 0 0 0 DENNIS E PATE EXECUTIVE DIRECTOR/CEO 460986 0 239250 0 7521 0 25000 0 27340 0 760097 0 0 0 DENNIS SCHNURBUSCH II CHIEF OPERATING OFFICER 198082 0 17425 0 1161 0 8926 0 21513 0 247107 0 0 0 JEREMY C EDDIE CHIEF FINANCIAL OFFICER 205360 0 17850 0 1161 0 11428 0 9910 0 245709 0 0 0 TODD SCHOLZ VP OF CAPITAL PROJECTS 181557 0 16150 0 1008 0 8275 0 21334 0 228324 0 0 0 JASON HERRICK VP OF CONSERVATION 153794 0 13188 0 1002 0 6762 0 6999 0 181745 0 0 0 CRAIG JACOBS DIRECTOR OF HUMAN RESOURCE 146024 0 12750 0 3124 0 8172 0 9289 0 179359 0 0 0 SARAH WOODHOUSE DIRECTOR OF ANIMAL HEALTH 145281 0 12278 0 874 0 4817 0 11539 0 174789 0 0 0 ELIZABETH MULKERRIN VP OF EDUCATION 122994 0 11050 0 1034 0 7083 0 19911 0 162072 0 0 0 EDWARD LOUIS DIRECTOR OF CONSERVATION GENETICS 123381 0 10807 0 1796 0 6927 0 11428 0 154339 0 0 0 A THE COUNTY OF DOUGLAS NEBRASKA 476006455 2015-04-13 14900000 CAPITAL CONSTR/'05 BOND REFUNDING 0 0 0 A 14940000 59500 5558041 9322459 2016 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS: MICHAEL MCCARTHY AND LANCE FRITZ FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE RETURN IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE POLICY IS REVIEWED AND ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE EXECUTIVE DIRECTOR MEETS WITH THE CHAIRMAN AND VICE CHAIRMAN OF THE BOARD OF DIRECTORS FOR A PERFORMANCE AND COMPENSATION REVIEW. COMPARABILITY DATA FROM AN INDUSTRY COMPENSATION REPORT, AS WELL AS A COMPENSATION STUDY COMPLETED BY AN OUTSIDE CONSULTANT, ARE DISCUSSED AND REVIEWED. THE PROCESS AND ANY RESULTING COMPENSATION ADJUSTMENTS ARE DOCUMENTED IN A LETTER FROM THE CHAIRMAN TO THE HUMAN RESOURCES DEPARTMENT OF OMAHA ZOOLOGICAL SOCIETY. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. OMAHA ZOO FOUNDATION 3701 SOUTH 10TH STREET OMAHA NE 68107 363297716 FUNDRAISING NE 501(C)(3) LINE 7 OZS 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 OMAHA ZOO FOUNDATION C 15520045 CASH OMAHA ZOO FOUNDATION B 3295251 CASH OMAHA ZOO FOUNDATION O 400000 CASH OMAHA ZOO FOUNDATION Q 125443 CASH