2022-05-16T10:05:23-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 2523 US HIGHWAY 27 S SEBRING FL 338704926 990 2020-07-01 520996352 MARYLAND ZOOLOGICAL SOCIETY INC MARY 4103967102 1876 MANSION HOUSE DRIVE BALTIMORE MD 21217 JOHN K FOWLER JR PRESIDENT/CEO 4103967102 2022-05-16 1 JOHN FOWLER JR 999009999 KRISTINA HIMROD CPA P01544190 8633851577 2022-05-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z THE MARYLAND ZOO IN BALTIMORE JOHN K FOWLER JR 1876 MANSION HOUSE DRIVE BALTIMORE MD 21217 22216240 0 X WWW.MARYLANDZOO.ORG X 1876 MD TO FOSTER EMPATHY AND SUPPORT FOR CONSERVATION OF WILDLIFE AND WILD PLACES. 41 41 236 350 0 0 13628609 14921322 4521079 6979438 13492 1145 336336 -50650 18499516 21851255 27469 49540 0 0 9937092 10278578 0 0 742326 7665243 8432812 17629804 18760930 869712 3090325 73117441 75809462 7798791 7346631 65318650 68462831 TO ENGAGE PEOPLE IN THE WONDERS OF THE LIVING WORLD THROUGH PERSONAL ENCOUNTERS WITH ANIMALS, FOSTERING EMPATHY AND LIFELONG SUPPORT FOR CONSERVATION OF WILDLIFE AND WILD PLACES. 0 0 10766900 6911699 VISITOR SERVICES: PROVIDE ASSISTANCE TO OVER 395,000 GUESTS ANNUALLY. SERVICES INCLUDE TICKET AND MEMBERSHIP SALES, SHUTTLE SERVICE, CAROUSEL AND TRAIN RIDES AND ANIMAL EXPERIENCES, INCLUDING GIRAFFE FEEDING AND PENGUIN ENCOUNTERS. THE ZOO ALSO PROVIDES SECURITY AND FIRST AID. ZOO PUBLICATIONS INCLUDE AN ANNUAL REPORT, MONTHLY E-MAIL UPDATES, AND SEMI-ANNUAL MAGAZINE, ZOOGRAM. THE ZOO MAINTAINS PUBLIC RELATIONS AND MARKETING PROGRAMS (INCLUDING WEBSITE AND SOCIAL MEDIA) TO INFORM VISITORS OF ZOO NEWS AND SUPPORT POSITIVE GUEST EXPERIENCES. 4451771 49540 FLORA AND FAUNA: ZOO STAFF PROVIDE DAILY CARE FOR OVER 1,518 ANIMALS FROM ROUTINE HUSBANDRY PROCEDURES, I.E. CARE AND FEEDING, TRAINING AND ENRICHMENT, SPECIAL ASSISTANCE WITH BREEDING AND BIRTHS. ZOO ANIMAL, HORTICULTURE, MAINTENANCE AND EXHIBIT STAFF PROVIDE UPKEEP TO EXHIBIT AREAS, AS WELL AS GARDENS AND FAUNA FOUND ELSEWHERE ON ZOO GROUNDS. 364058 67739 EDUCATIONAL SERVICES: THE ZOO OFFERS A VARIETY OF EDUCATIONAL PROGRAMS FOR STUDENTS AND TEACHERS, BOTH ON AND OFF ZOO GROUNDS. STAFF AND VOLUNTEERS ARE STATIONED THROUGHOUT THE ZOO DAILY TO TEACH GUESTS ABOUT WILDLIFE AND CONSERVATION THROUGH STATIONS, SCRIPTED TALKS, EXHIBIT INTERPRETATION, AND HANDLING ANIMAL AMBASSADORS. THE ZOO MOBILE OUTREACH PROGRAM TAKES THE ZOO TO CLASSROOMS, SENIOR CENTERS AND OTHER FACILITIES ALL OVER THE STATE. 15582729 1 1 0 1 0 0 1 0 0 1 1 0 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 17 0 236 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 41 41 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X MICHELE RUTKOWSKI CFO 4435525249 1876 MANSION HOUSE DRIVE BALTIMORE MD 21217 JENNIFER E LOWRY CHAIRPERSON 1.00 0.00 X X 0 0 0 MICHAEL H ALDRICH VICE-CHAIR 1.00 0.00 X X 0 0 0 JAMES D WITTY SECRETARY 1.00 0.00 X X 0 0 0 EDWIN R BRAKE VICE PRESIDENT 1.00 0.00 X X 0 0 0 ANNE L DONAHUE VICE PRESIDENT 1.00 0.00 X X 0 0 0 CHRISTOPHER D HOLT TREASURER 1.00 0.00 X X 0 0 0 CHRISTINE D ASPELL TRUSTEE 1.00 0.00 X 0 0 0 BRADIE C BARR TRUSTEE 1.00 0.00 X 0 0 0 BEN BIRGE TRUSTEE 1.00 0.00 X 0 0 0 RABBI DANIEL BURG TRUSTEE 1.00 0.00 X 0 0 0 MATTHEW S CALHOUN TRUSTEE 1.00 0.00 X 0 0 0 CHADFIELD B CLAPSADDLE TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM R COLE TRUSTEE 1.00 0.00 X 0 0 0 RICHARD J CORCORAN JR TRUSTEE 1.00 0.00 X 0 0 0 GREGORY A CROSS TRUSTEE 1.00 0.00 X 0 0 0 RONALD CURRY TRUSTEE 1.00 0.00 X 0 0 0 TESS CASEY FLANAGAN TRUSTEE 1.00 0.00 X 0 0 0 HERBERT GOLDMAN TRUSTEE 1.00 0.00 X 0 0 0 MATTHEW F GORRA TRUSTEE 1.00 0.00 X 0 0 0 SARAH GRISWOLD-JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 INGRID A HARBAUGH TRUSTEE 1.00 0.00 X 0 0 0 MARTA D HARTING TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY JENKINS TRUSTEE 1.00 0.00 X 0 0 0 JILL H KAMENETZ TRUSTEE 1.00 0.00 X 0 0 0 GABRIELLE M MELKA TRUSTEE 1.00 0.00 X 0 0 0 JASON MILLER TRUSTEE 1.00 0.00 X 0 0 0 REGINALD MOORE TRUSTEE 1.00 0.00 X 0 0 0 PHILIP NESTICO TRUSTEE 1.00 0.00 X 0 0 0 RODNEY ODDOYE TRUSTEE 1.00 0.00 X 0 0 0 ERIC ORLINSKY TRUSTEE 1.00 0.00 X 0 0 0 DR SCOTT M RIFKIN TRUSTEE 1.00 0.00 X 0 0 0 BRADLEY E RODIER TRUSTEE 1.00 0.00 X 0 0 0 C DOUGLAS SAWYER III TRUSTEE 1.00 0.00 X 0 0 0 JASON M ST JOHN TRUSTEE 1.00 0.00 X 0 0 0 ELANA THORNTON TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM H THRUSH JR TRUSTEE 1.00 0.00 X 0 0 0 ANN TYLER TRUSTEE 1.00 0.00 X 0 0 0 CHARLES E VIETH SR TRUSTEE 1.00 0.00 X 0 0 0 HUGO J WARNS III TRUSTEE 1.00 0.00 X 0 0 0 JAMES K WILHELM TRUSTEE 1.00 0.00 X 0 0 0 W ROBERT ZINKHAM TRUSTEE 1.00 0.00 X 0 0 0 DONALD HUTCHINSON PRESIDENT/CEO (PT YR) 40.00 0.00 X 242398 0 5269 NANCY NOPPENBERGER EXEC. VP OF FINANCE/CFO (PT YR) 40.00 0.00 X 143189 0 20343 NANCY HINDS EXEC. VP OF INSTITUTIONAL ADVANCEMENT (PART YE 40.00 0.00 X 21436 0 8368 J KIRBY FOWLER JR PRESIDENT/CEO 40.00 0.00 X 202710 0 1966 MICHELE RUTKOWSKI EXEC. VP OF FINANCE/CFO 40.00 0.00 X 0 0 0 KARL KRANZ EXEC. VP OF ANIMAL PROGRAMS 40.00 0.00 X 126165 0 21225 EVA DEVINE VP OF HUMAN RESOURCES 40.00 0.00 X 121791 0 14705 DIANE HUTCHINS VP OF GOVERNMENT AFFAIRS 40.00 0.00 X 120160 0 10939 977849 0 82815 6 0 1 0 GILBANE BUILDING COMPANY 1215 EAST FORT AVENUE SUITE 100 BALTIMORE MD 21230 CONSTRUCTION CONTRACTOR 1056739 OX CONSTRUCTION LLC 3090 HOOPERS DELIGHT NEW WINDSOR MD 21776 MAINTENANCE CONTRACTOR 708272 AZOLA BUILDING REHAB INC 222 COURTHOUSE COURT SUITE 1C TOWSON MD 21204 CONSTRUCTION CONTRACTOR 399025 A THRU Z CONSULTING & DIST 8620 E OLD VAIL ROAD SUITE 100 TUCSON AZ 85747 CONSTRUCTION CONTRACTOR 163307 MISSION MEDIA LLC 3000 FALLS ROAD SUITE 400 BALTIMORE MD 21211 ADVERTISING AGENCY 156102 10 566717 12711787 1642818 61594 14921322 GATE RECEIPTS 712130 4071463 4071463 MEMBERSHIP DUES 712130 1991610 1991610 RIDES & ATTRACTIONS 712130 848626 848626 EDUCATION PROGRAMS 712130 67739 67739 6979438 1145 1145 171447 0 171447 171447 171447 58936 566717 364985 -306049 -306049 INSURANCE PROCEEDS 900099 80576 80576 MISCELLANEOUS INCOME 900099 3376 3376 83952 21851255 6979438 0 -49505 25525 25525 24015 24015 678341 531404 100784 46153 7678528 6015262 1140821 522445 202378 158540 30068 13770 1032165 808584 153352 70229 687166 538317 102094 46755 23433 23433 26963 26963 482319 235384 240240 6695 400683 380921 610 19152 408126 344008 57252 6866 270657 101424 169196 37 1750511 1743934 3199 3378 37112 31403 2691 3018 35964 403 35561 3842217 3634858 207359 191326 95708 95618 ANIMAL COSTS 709954 709954 EVENT EXPENSES 107258 102827 4370 61 EMPLOYEE EXPENSES 66957 37502 28491 964 DUES AND SUBSCRIPTIONS 57334 48548 5983 2803 21998 14208 7790 18760930 15582729 2435875 742326 1397888 3785442 3327670 3418281 2206043 1257043 239370 1611028 67819 82987 77319 192237 107159042 41944623 65607163 65214419 194169 248025 73117441 75809462 2635895 3196695 1262897 1573910 1906399 582343 1993600 1993683 7798791 7346631 X 62138980 65925800 3179670 2537031 65318650 68462831 73117441 75809462 3090325 53856 0 X 0 1 X 1 0 X 10903030 12239932 23309307 13628609 14921322 75002200 944456 959871 975499 984494 993956 4858276 11847486 13199803 24284806 14613103 15915278 79860476 79860476 404436 404830 403340 249724 172592 1634922 406591 406591 37098 29436 93606 123584 83952 367676 82269665 28660065 0.97070 0.95770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 37,098. 2017 AMOUNT: $ 29,436. 2018 AMOUNT: $ 93,606. 2019 AMOUNT: $ 123,584. 2020 AMOUNT: $ 3,376. INSURANCE PROCEEDS - 2020 AMOUNT: $ 80,576. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 125494 0 0 125494 0 PART II-B, LINE 1: THE ORGANIZATION ADVOCATES FOR BUDGETARY INCLUSIONS AT THE EXECUTIVE BRANCH ON BOTH THE STATE AND LOCAL GOVERNMENT LEVELS. AT THE LEGISLATIVE BRANCH ON BOTH LEVELS, THE ORGANIZATION MONITORS BUDGET ACTIONS AS WELL AS ANY LEGISLATION INTRODUCED THAT COULD IMPACT THE ZOO. ON THE FEDERAL LEVEL, WE MONITOR LEGISLATIVE ACTIVITIES AND RESPOND TO REQUESTS FOR INFORMATION OR PARTICIPATION IN LOBBYING EFFORTS FROM THE ASSOCIATION OF ZOOS AND AQUARIUMS (AZA). X 1 0.86 1 0 0 1 1 0.00 0 194169 53856 248025 185509 8660 194169 175634 9875 185509 164453 11181 175634 147291 17162 164453 0.00000 1.00000 0.00000 1 0 2162814 865260 1297554 98047415 37270495 60776920 4625047 3262471 1362576 2323766 546397 1777369 65214419 X 23029872 53856 999852 124909 1178617 21851255 0 21851255 19885691 999852 124909 1124761 18760930 0 18760930 PART II, LINE 9: THE CONSERVATION EASEMENTS ARE NOT ACCOUNTED FOR AND WERE NOT REPORTED ON THE AUDITED FINANCIAL STATEMENTS. PART V, LINE 4: THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO SUPPORT EDUCATION AND OTHER PURPOSES. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER THE ACCOUNTING CODIFICATION GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 124,909. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 124,909. 1 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICE CONSERVATION 24015 0 0 0 0 0 0 24015 0 24015 SUB-SAHARAN AFRICA GENERAL SUPPORT 17360 WIRE TRANSFER N/A N/A 1 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART 1, LINE 1 OTHER ASSISTANCE IS PROVIDED TO SUPPORT CONSERVATION EFFORTS ABROAD. THE SUPPORT IS GENERAL IN NATURE AND IS SELECTED BASED ON ORGANIZATIONS MAKING ACTIVE CONSERVATION EFFORTS FOR WILDLIFE AND WILD PLACES. ZOO LIGHTS 353111 351565 1546 1546 163591 BREW THRU 95836 72931 22905 12315 11125 4 176706 142221 34485 1168 7386 25931 141923 625653 566717 58936 1168 19701 27477 316639 364985 -306049 X 1 1 X X X 0 0 0 0 0 0 0 0 0 DONALD HUTCHINSON PRESIDENT/CEO (PT YR) 208486 0 0 0 33912 0 5269 0 0 0 247667 0 0 0 J KIRBY FOWLER JR PRESIDENT/CEO 202673 0 0 0 37 0 0 0 1966 0 204676 0 0 0 NANCY NOPPENBERGER EXEC. VP OF FINANCE/CFO (PT YR) 142911 0 0 0 278 0 5717 0 14626 0 163532 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS THE MEMBERSHIP DUES TO A SOCIAL CLUB FOR BUSINESS PURPOSES FOR THE PRESIDENT/CEO. FOR CALENDAR YEAR 2020, NO MEMBERSHIP DUES WERE PAID DUE TO THE TRANSITION FROM ONE PRESIDENT/CEO TO THE NEXT. X 8 57450 TRADING VALUE X SUPPLIES 45 4144 REPLACEMENT COST 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPRESENTS COUNT OF ITEMS OR PROPERTY DONATED. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE INCLUDES THE CHAIR, VICE CHAIR, SECRETARY, TREASURER, AND THE CHAIRS OF EACH OF THE STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL EXERCISE POWERS OF THE BOARD OF TRUSTEES IN THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD ON MATTERS THAT NECESSITATE INTERIM ACTION. THE ACTIONS OF THE EXECUTIVE COMMITTEE SHALL NOT DEVIATE FROM THE AGREED-ON OR HISTORIC POLICIES OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 JASON ST. JOHN AND ERIC ORLINSKY HAVE A BUSINESS RELATIONSHIP. MARTA HARTING AND GREGORY CROSS HAVE A BUSINESS RELATIONSHIP. CHRIS HOLT AND JAMES WITTY HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION RECEIVED OPERATING GRANTS FROM SEVERAL GOVERNMENTAL ENTITIES, INCLUDING THE STATE OF MARYLAND AND CITY OF BALTIMORE, BOTH OF WHOM HAVE ASSIGNED INDIVIDUALS TO THE BOARD OF TRUSTEES, PURSUANT TO THE BY-LAWS OF THE ORGANIZATION. THESE TRUSTEES HAVE THE SAME VOTING RIGHTS AS ALL OTHER TRUSTEES AND DO NOT HAVE ANY AUTHORITY BEYOND THEIR VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS FIRST REVIEWED BY THE CONTROLLER, CFO AND CEO OF THE ORGANIZATION. A COPY OF THE RETURN IS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE, THE FORM IS ELECTRONCIALLY DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C INTERESTED PERSONS INCLUDE TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION, OR ANY ENTITY CONTROLLED BY ANY SUCH PERSON WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. THE ORGANIZATION CONDUCTS AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE FOR ANYONE THAT IS CONSIDERED AN INTERESTED PERSON. THE CONFLICT OF INTEREST QUESTIONNAIRES ARE ISSUED AND MAINTAINED BY THE CEO AND REVIEWED WITH THE CFO AND THE CONTROLLER. IN ADDITION TO THE QUESTIONNAIRE, ANY INTERESTED PERSON IS EXPECTED TO PROMPTLY DISCLOSE TO THE BOARD OF DIRECTORS THE EXISTENCE OF A CONFLICT OF INTEREST IF IT ARISES THROUGHOUT THE YEAR. IF A PARTY DISCLOSES A CONFLICT OF INTEREST WITH REGARD TO A CONTEMPLATED TRANSACTION WITH THE ZOO, THE ZOO'S EXECUTIVE COMMITTEE (SERVING AS THE CONFLICT OF INTEREST COMMITTEE) EVALUATES MULTIPLE BIDS FOR THE TRANSACTION TO DETERMINE THE MOST BENEFICIAL OUTCOME FOR THE ZOO. BEFORE DELIBERATIONS, THE INTERESTED PARTY IS ASKED TO LEAVE THE MEETING AND IS NOT PERMITTED TO PARTICIPATE IN ANY WAY IN THE DECISION-MAKING PROCESS. THE EXECUTIVE COMMITTEE THEN EVALUATES THE BIDS AND CONDUCTS A VOTE TO CHOOSE THE MOST BENEFICIAL BID. IF THE ZOO IS UNABLE TO SECURE ANY BIDS BESIDES THE BID OF THE INTERESTED PARTY, THE EXECUTIVE COMMITTEE SHALL FOLLOW THE ADDITIONAL PROCESSES OUTLINED IN ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIR OF THE BOARD AND EXECUTIVE COMMITTEE REVIEW THE COMPENSATION OF THE CEO. INFO IS GATHERED FROM REGIONAL NON-PROFIT ORGANIZATIONS AND FROM THE AZA ON CEO COMPENSATION. NOTES FROM THE BOARD REVIEW MEETING WERE ACKNOWLEDGED BY ONE OF THE MEMBERS WHO CONFIRMED THE DELIBERATION AND DECISION TO MAINTAIN THE CEO'S EXISTING COMPENSATION. OTHER EXECUTIVES' SALARY AND KEY EMPLOYEES' COMPENSATION IS THE DECISION OF THE CEO AND CFO BASED ON COMPARABILITY DATA WITH REVIEW BY THE VP OF HUMAN RESOURCES. IN FY21, THE ORGANIZATION IMPLEMENTED A SYSTEMWIDE SALARY ADJUSTMENT FOR COST OF LIVING INCREASES FOR WHICH ALL SALARIED INDIVIDUALS RECEIVED AN INCREMENTAL INCREASE. THE CEO'S POSITION WAS INCLUDED IN THE SALARY ADJUSTMENTS AND WAS REVIEWED AND APPROVED BY THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS WERE AVAILABLE UPON REQUEST. MZIB HOSPITAL LLC MARYLAND ZOO DRUID HILL PARK BALTIMORE MD 21217 520996352 OWNS AND MANAGES ANIMAL HOSPITAL ON ZOO CAMPUS MD 0 1351619 N/A