MINNESOTA ZOO FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MINNESOTA ZOO FOUNDATION (EIN 51-0147653)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202541349349305489
- Schema version
- 2023v6.0
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T11:33:56-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510147653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA ZOO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINN | BusinessNameControlTxt |
| Phone | 9524319237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13000 ZOO BOULEVARD | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN FRAWLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9524319237 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN FRAWLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13000 ZOO BOULEVARD | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,715,072 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MNZOOFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE MINNESOTA ZOO FOUNDATION IS A 501(C)3 NONPROFIT DEDICATED TO SUPPORTING THE MINNESOTA ZOO'S MISSION TO CONNECT PEOPLE, ANIMALS, AND THE NATURAL WORLD TO SAVE WILDLIFE. WE PROVIDE CRITICAL FUNDING AND RESOURCES TO SUPPORT AND SCALE THE IMPACT OF IMPORTANT ZOO INITIATIVES. WE RELY ON DONOR SUPPORT TO IMPACT THE WELL-BEING OF HUMANS, ANIMALS, AND THE PLANET AND TO MAKE A LASTING DIFFERENCE IN MINNESOTA, AND AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 162 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,026,149 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,015,467 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $227,007 | PYInvestmentIncomeAmt |
| CY Investment Income | $408,257 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,942 | PYOtherRevenueAmt |
| CY Other Revenue | $61,171 | CYOtherRevenueAmt |
| PY Total Revenue | $6,270,098 | PYTotalRevenueAmt |
| CY Total Revenue | $8,484,895 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,419,882 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,643,336 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,729,488 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,117,638 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $159,531 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,955,147 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,232,860 | PYOtherExpensesAmt |
| CY Other Expenses | $1,071,352 | CYOtherExpensesAmt |
| PY Total Expenses | $9,382,230 | PYTotalExpensesAmt |
| CY Total Expenses | $8,991,857 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,112,132 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$506,962 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,549,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,216,605 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $617,528 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $677,440 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,931,500 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,539,165 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MINNESOTA ZOO FOUNDATION RAISES CONTRIBUTED INCOME AND SUPPORTS CONSERVATION AND ANIMAL CARE PROGRAMS ON BEHALF OF THE MINNESOTA ZOO. THE MISSION OF THE MINNESOTA ZOO IS TO CONNECT PEOPLE, ANIMALS, AND THE NATURAL WORLD TO SAVE WILDLIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,500,000 | ExpenseAmt |
| Grant | $3,500,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ZOO CAPITAL PROJECTS:OUR SUPPORT PROPELS LEADING-EDGE IDEAS THAT REDEFINE THE ROLE AND IMPACT OF MODERN ZOOS, SUCH AS THE CREATION OF INNOVATIVE NATURE EXPERIENCES, BEST-IN-CLASS EDUCATION PROGRAMS, AND INDUSTRY-LEADING CONSERVATION EFFORTS. WE EMPOWER THE MINNESOTA ZOO TO CONTINUOUSLY RAISE THE BAR FOR EXCELLENCE IN ANIMAL CARE AND OPERATIONS BY FUNDING THE MOST ADVANCED EQUIPMENT, BEST-IN-CLASS FACILITIES AND INDUSTRY-LEADING STAFF DEVELOPMENT OPPORTUNITIES. THE MINNESOTA ZOO FOUNDATION'S FINANCIAL SUPPORT OF THE TREETOP TRAIL HAS EXPANDED THE ZOO'S ROLE AND IMPACT IN OUR COMMUNITIES. AS VISITORS HAVE EXPLORED THE INNOVATIVE, IMMERSIVE, AND ACCESSIBLE ATTRACTION, THEY'VE BEEN ABLE TO CONNECT WITH NATURE AND NURTURE THEIR PERSONAL WELL-BEING.THE FOUNDATION'S FUNDING OF THE ZOO'S FUTURE NEW ANIMAL HOSPITAL WILL ELEVATE THE ZOO'S EXCELLENCE IN ANIMAL CARE BY PROVIDING AN INDUSTRY-LEADING FACILITY AND HIGH-TECH EQUIPMENT. THE MINNESOTA ZOO'S WILDLIFE HOSPITAL AND WELLNESS CENTER WILL SERVE AS AN OASIS OF CARE AND WELLBEING FOR OUR ANIMALS AND AS A HIGH-POWERED RESEARCH CENTER BRINGING TOGETHER ZOOLOGICAL VETERINARIANS AND SCIENTISTS FROM AROUND THE COUNTRY TO LEARN AND WORK TOGETHER TO CHANGE THE FUTURE FOR WILDLIFE HERE AND AROUND THE GLOBE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,232,401 | ExpenseAmt |
| Grant | $1,935,453 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ZOO SUPPORT:THE MINNESOTA ZOO FOUNDATION HELPS OPEN DOORS TO UNIQUELY IMMERSIVE NATURE EXPERIENCES THAT BENEFIT THE WELL-BEING OF ALL BY SPONSORING PROGRAMS THAT BRING THE MINNESOTA ZOO EXPERIENCE TO MINNESOTA COMMUNITIES AND REDUCE PHYSICAL, FINANCIAL, AND CULTURAL BARRIERS TO THE ZOO. WE EMPOWER THE ZOO TO CONTINUOUSLY RAISE THE BAR FOR EXCELLENCE IN ANIMAL CARE AND OPERATIONS BY FUNDING THE MOST ADVANCED EQUIPMENT, BEST-IN-CLASS FACILITIES AND INDUSTRY-LEADING STAFF DEVELOPMENT OPPORTUNITIES. EFFORTS BY THE MINNESOTA ZOO FOUNDATION, INCLUDING GRANTS TO THE MINNESOTA ZOO AND SUPPORT OF ZOO PROGRAMS AND LEADING-EDGE IDEAS REDEFINE THE ROLE AND IMPACT OF MODERN ZOOS, INCLUDING THROUGH THE CREATION OF INNOVATIVE NATURE EXPERIENCES, BEST-IN-CLASS EDUCATION PROGRAMS, AND INDUSTRY-LEADING CONSERVATION EFFORTS. THESE EFFORTS DIRECTLY SUPPORT DEVELOPING A WORLD-CLASS NATURE ZOO EXPERIENCE FOR NEARLY 1.5 MILLION ANNUAL VISITORS TO THE ZOO, DELIVERING EXCEPTIONAL WELFARE FOR OVER 4,500 ANIMALS IN THE ZOO'S CARE (MANY OF WHICH ARE THREATENED OR ENDANGERED IN THE WILD), AND STEWARDSHIP OF 485 ACRES OF FOREST, PRAIRIE, AND WETLANDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $354,333 | ExpenseAmt |
| Grant | $207,883 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CONSERVATION:THE MINNESOTA ZOO IS ABLE TO LEAD AND PARTICIPATE IN INDUSTRY-LEADING CONSERVATION PROGRAMS THAT ARE SAVING WILDLIFE BECAUSE OF FUNDING FROM THE MINNESOTA ZOO FOUNDATION. FROM NATIVE MUSSEL RESTORATION WORK AND TURTLE HEAD-START PROGRAMS HERE IN MINNESOTA TO GLOBAL EFFORTS THROUGH THE ULYSSES S. SEAL CONSERVATION GRANT PROGRAM AND BLACK RHINO RESTORATION IN NAMIBIA, THE FOUNDATION HELPS FURTHER THE ZOO'S CONSERVATION FOOTPRINT.THE MINNESOTA ZOO FOUNDATION FUNDS SEVERAL SAVING ANIMALS FROM EXTINCTION (SAFE) PROGRAMS AND THE ZOO AND FOUNDATION CO-HOST THE TIGER CONSERVATION CAMPAIGN, BOTH PROGRAMS WITH THE NATIONAL ASSOCIATION OF ZOOS AND AQUARIUMS. SUPPORTING THESE FIELD CONSERVATION PROGRAMS FURTHERS OUR WILDLIFE-SAVING IMPACT AROUND THE WORLD.THE MINNESOTA ZOO FOUNDATION HELPS TO FUND FOUR PAID INTERNSHIPS THAT SUPPORT PRAIRIE BUTTERFLY, FRESHWATER TURTLE, AND FRESHWATER MUSSEL CONSERVATION PROGRAMS AT THE ZOO. THE SUPPORT FROM THESE INTERNS ALLOWS OUR CONSERVATION BIOLOGISTS TO FOCUS ON HIGHER-LEVEL PROJECTS AND PRIORITIES THAT HELP US RAISE THE BAR FOR EXCELLENCE IN OUR CONSERVATION WORK. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,086,734 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 | 0 | Form8282PropertyDisposedOfInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | 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 | RYAN SWEENEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9524319237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13000 ZOO BOULEVARD | AddressLine1Txt |
| City | APPLE VALLEY | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55124 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BLAKE GRAMS | |||||||
| BOARD CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUZANNE GAPPA | |||||||
| BOARD VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHET ELLINGSON | |||||||
| BOARD SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK LARSEN | |||||||
| BOARD TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AIMEE DAYHOFF | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLENE JUNDT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE KIVIMAKI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG FULTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLIE CROSBY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE PIRTLE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN TAYLOR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER SHOMENTA MAKI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE RAVENS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS DOTH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY NORDMEYER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY BURNET | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL GAARDER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE FLAWS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $161,538 | $0 | $13,334 | ||
| RYAN SWEENEY | |||||||
| DIRECTOR OF OPERATIONS | 40.00 | Yes (X) | $92,688 | $0 | $11,440 | ||
| JOHN FRAWLEY | |||||||
| PRESIDENT | 10.00 | Yes (X) | $79,395 | $0 | $77,500 | ||
| ELISABETH COMEAUX | |||||||
| DIR CORPORATE & FOUNDATION RELATIONS | 40.00 | $101,434 | $0 | $22,899 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $435,055 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $125,173 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IDEAL PRINTERS INC | |||||
| 645 OLIVE STREET | ST PAUL | MN | 55130 | DIRECT MAIL AND MAILING SERVICES | $220,297 |
| SSA GROUP LLC | |||||
| 4624 CENTRAL PARK BLVD SUITE 100 | DENVER | CO | 80238 | CATERING SERVICES | $183,726 |
| STREET FACTORY MEDIA INC | |||||
| 2942 PLEASANT AVE | MINNEAPOLIS | MN | 55408 | SPECIAL EVENT CONSULTANT | $116,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $221,170 | FundraisingAmt |
| All Other Contributions | $7,794,297 | AllOtherContributionsAmt |
| Noncash Contributions | $154,991 | NoncashContributionsAmt |
| Total Contributions | $8,015,467 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $297,317 | TotalRevenueColumnAmt |
| Exclusion | $297,317 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,836,944 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,726,004 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,940 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,940 | TotalRevenueColumnAmt |
| Exclusion | $110,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $557,060 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $221,170 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $504,173 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,887 | TotalRevenueColumnAmt |
| Exclusion | $52,887 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,284 | TotalRevenueColumnAmt |
| Exclusion | $8,284 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,284 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,484,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $469,428 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,605,336 | TotalAmt |
| Program Services | $5,605,336 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,000 | TotalAmt |
| Program Services | $38,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,640 | TotalAmt |
| Program Services | $48,077 | ProgramServicesAmt |
| Management And General | $280,448 | ManagementAndGeneralAmt |
| Fundraising | $72,115 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,323,837 | TotalAmt |
| Program Services | $151,429 | ProgramServicesAmt |
| Management And General | $10,981 | ManagementAndGeneralAmt |
| Fundraising | $1,161,427 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,470 | TotalAmt |
| Program Services | $3,472 | ProgramServicesAmt |
| Fundraising | $26,998 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,910 | TotalAmt |
| Program Services | $26,258 | ProgramServicesAmt |
| Management And General | $25,040 | ManagementAndGeneralAmt |
| Fundraising | $176,612 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,781 | TotalAmt |
| Program Services | $15,582 | ProgramServicesAmt |
| Management And General | $21,416 | ManagementAndGeneralAmt |
| Fundraising | $97,783 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,112 | TotalAmt |
| Management And General | $4,112 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,565 | TotalAmt |
| Management And General | $113,565 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,641 | TotalAmt |
| Program Services | $71,641 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,531 | TotalAmt |
| Fundraising | $159,531 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,693 | TotalAmt |
| Management And General | $12,693 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,226 | TotalAmt |
| Program Services | $86,939 | ProgramServicesAmt |
| Management And General | $83,287 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,699 | TotalAmt |
| Program Services | $29,679 | ProgramServicesAmt |
| Management And General | $238,218 | ManagementAndGeneralAmt |
| Fundraising | $3,802 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,519 | TotalAmt |
| Management And General | $105,519 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,057 | TotalAmt |
| Management And General | $9,057 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,700 | TotalAmt |
| Program Services | $5,848 | ProgramServicesAmt |
| Management And General | $34,112 | ManagementAndGeneralAmt |
| Fundraising | $8,740 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DONOR RECOGNITION | $241,425 | $241,425 | ||
| MISCELLANEOUS | $22,715 | $6,714 | $4,473 | $11,528 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,991,857 | TotalAmt |
| Program Services | $6,086,734 | ProgramServicesAmt |
| Management And General | $949,976 | ManagementAndGeneralAmt |
| Fundraising | $1,955,147 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,584,745 | BOYAmt |
| EOY | $7,575,426 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,995,790 | BOYAmt |
| EOY | $2,356,818 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,082 | BOYAmt |
| EOY | $128,359 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,503,057 | BOYAmt |
| EOY | $2,764,727 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,354 | BOYAmt |
| EOY | $1,391,275 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,549,028 | BOYAmt |
| EOY | $14,216,605 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,398 | BOYAmt |
| EOY | $342,225 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,543 | BOYAmt |
| EOY | $82,906 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,587 | BOYAmt |
| EOY | $252,309 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,528 | BOYAmt |
| EOY | $677,440 | 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 | $3,638,618 | BOYAmt |
| EOY | $3,386,384 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,292,882 | BOYAmt |
| EOY | $10,152,781 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,931,500 | BOYAmt |
| EOY | $13,539,165 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,549,028 | BOYAmt |
| EOY | $14,216,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$506,962 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $89,172 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $25,455 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $6,160,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,993,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,482,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,026,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,015,467 | CurrentTaxYearAmt |
| Total | $39,678,438 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,160,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,993,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,482,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,026,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,015,467 | CurrentTaxYearAmt |
| Total | $39,678,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,437,657 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,240,781 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $297,317 | CurrentTaxYearAmt |
| Total | $721,980 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,936 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,284 | CurrentTaxYearAmt |
| Total | $44,320 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,444,738 | TotalSupportAmt |
| Public Support CY170 | 0.79720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70730 | 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 | MISCELLANEOUS REVENUES - 2019 AMOUNT: $ 1,936. 2020 AMOUNT: $ 5,581. 2021 AMOUNT: $ 11,577. 2022 AMOUNT: $ 16,942. 2023 AMOUNT: $ 8,284. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $71,641 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $71,641 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PAID A LOBBYIST TO REPRESENT THE MINNESOTA ZOO AND ITS INTEREST IN THE MINNESOTA LEGISLATURE. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,361,429 | BeginningYearBalanceAmt |
| Contributions | $3,409 | ContributionsAmt |
| Investment Earnings Or Losses | $205,930 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $68,087 | OtherExpendituresAmt |
| End Year Balance | $1,502,681 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,262,171 | BeginningYearBalanceAmt |
| Contributions | $1,585 | ContributionsAmt |
| Investment Earnings Or Losses | $163,873 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $66,200 | OtherExpendituresAmt |
| End Year Balance | $1,361,429 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,524,895 | BeginningYearBalanceAmt |
| Contributions | $51,915 | ContributionsAmt |
| Investment Earnings Or Losses | -$251,521 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,118 | OtherExpendituresAmt |
| End Year Balance | $1,262,171 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,203,348 | BeginningYearBalanceAmt |
| Contributions | $5,177 | ContributionsAmt |
| Investment Earnings Or Losses | $371,478 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $55,108 | OtherExpendituresAmt |
| End Year Balance | $1,524,895 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,185,920 | BeginningYearBalanceAmt |
| Contributions | $12,484 | ContributionsAmt |
| Investment Earnings Or Losses | $59,122 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $54,178 | OtherExpendituresAmt |
| End Year Balance | $1,203,348 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUST | Desc |
| Book Value | $1,391,275 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,391,275 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY | $24,809 |
| DEFERRED COMPENSATION PAYABLE | $227,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $252,309 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,114,468 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $89,172 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $20,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $28,921 | OtherRevenueAmt |
| Revenue Not Reported | $138,093 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,976,375 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,693 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$504,173 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$491,480 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,484,895 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,506,803 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $20,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $507,639 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $527,639 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,979,164 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,693 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,693 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,991,857 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF PERMANENTLY RESTRICTED AND TEMPORARILY RESTRICTED FUNDS ESTABLISHED FOR THE FOLLOWING PURPOSES: PERMANENTLY RESTRICTED FUNDS ARE DONOR RESTRICTED TO BE HELD IN PERPETUITY, WITH THE INCOME AND RELATED INVESTMENT GAINS TO BE USED FOR DONOR RESTRICTED ZOO PROGRAMS OR OPERATIONS. TEMPORARILY RESTRICTED FUNDS ARE THE ACCUMULATION OF EARNINGS FROM THE PERMANENTLY RESTRICTED ENDOWMENT THAT HAVE NOT BEEN APPROPRIATED FOR EXPENDITURE, WITH THE INCOME AND RELATED INVESTMENT GAINS TO BE USED FOR ANY MISSION RELATED PROGRAM. |
| PART X, LINE 2: | THE FOUNDATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE FOUNDATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE AND CHARITABLE CONTRIBUTIONS ARE DEDUCTIBLE BY DONORS. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 28,921. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSES STATEMENT TO THE STATEMENT OF REVENUE -504,173. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN ACTUARIAL VALUE OF GIFT ANNUITIES 3,466. SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSES STATEMENT TO THE STATEMENT OF REVENUE 504,173. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $33,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $38,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $38,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Purpose Of Grant | CONSERVATION | PurposeOfGrantTxt |
| Cash Grant | $33,000 | CashGrantAmt |
| Manner Of Cash Disbursement | GRANT | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE MINNESOTA ZOO FOUNDATION REQUESTS GRANT RECIPIENTS SUBMIT A PROGRESS REPORT ON THEIR PROJECT GOALS WITHIN ONE YEAR OF RECEIVING THE GRANT FUNDS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEGIANCE FUNDRAISING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4840 AMBER VALLEY PARKWAY SOUTH SU | AddressLine1Txt |
| City | FARGO | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL AND DIGITAL CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $334,729 | GrossReceiptsAmt |
| Retained By Contractor | $159,531 | RetainedByContractorAmt |
| Net To Organization | $175,198 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $334,729 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $159,531 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $175,198 | TotalNetToOrganizationAmt |
| Licensed States | MN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BEASTLY BASH | Event1Nm |
| Gross Receipts Event1 | $737,070 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $204,734 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $532,336 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $58,816 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $16,091 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $385,478 | OtherDirectExpensesEvent1Amt |
| Event2 | WILDLIFE CONSERVATION BENEFIT | Event2Nm |
| Gross Receipts Event2 | $41,160 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $16,436 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $24,724 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,600 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $19,912 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $20,276 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $778,230 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $221,170 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $557,060 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,600 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $78,728 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,091 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $405,754 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $504,173 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $52,887 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| CONSERVATION PLANNING AND SPECIALIST GROUP | ||||||||||
| 12101 JOHNNY CAKE RIDGE ROAD | APPLE VALLEY | MN | 55124 | 411719362 | 501(C)(3) | $7,500 | $0 | CONSERVATION | ||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | 131740011 | 501(C)(3) | $136,300 | $0 | CONSERVATION | ||
| WOODLAND PARK ZOO | ||||||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | 916070005 | 501(C)(3) | $6,083 | $0 | CONSERVATION | ||
| ZOO CONSERVATION OUTREACH | ||||||||||
| 8403 COLESVILLE ROAD SUITE 710 | SILVER SPRING | MD | 20910 | 752376327 | 501(C)(3) | $7,500 | $0 | CONSERVATION | ||
| MINNESOTA ZOO | ||||||||||
| 13000 ZOO BLVD | APPLE VALLEY | MN | 55124 | 416007162 | STATE OF MN | $5,323,923 | $111,530 | ZOO OPERATIONS AND CAPITAL PROJECTS | FAIR MARKET VALUE | EQUIPMENT AND SUPPLIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE MINNESOTA ZOO FOUNDATION REQUESTS GRANT RECIPIENTS SUBMIT A PROGRESS REPORT ON THEIR PROJECT GOALS WITHIN ONE YEAR OF RECEIVING THE GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMIE FLAWS | ||||||||||||||
| EXECUTIVE DIRECTOR | $161,538 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,334 | $0 | $174,872 | $0 | $0 | $0 |
| JOHN FRAWLEY | ||||||||||||||
| PRESIDENT | $0 | $0 | $75,000 | $0 | $4,395 | $0 | $77,500 | $0 | $0 | $0 | $156,895 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | A CONTRIBUTION OF $55,000 WAS MADE TO JOHN FRAWLEY'S 457(F) DEFERRED COMPENSATION PLAN. NO AMOUNTS WERE VESTED DURING 2024. NO AMOUNTS WERE PAID OUT DURING 2024. |
| PART I, LINE 7 | A BONUS WAS PAID TO THE PRESIDENT DURING FISCAL 2024. BONUS WAS DISCRETIONARY AND DETERMINED BY THE BOARD OF TRUSTEES. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT & SUPPLIES | Desc |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $154,991 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN PART I, COLUMN (B), REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE PAST CHAIR, CHAIR, VICE CHAIR, TREASURER AND SECRETARY OF THE BOARD OF TRUSTEES, AND THE CO-CHAIR OF THE GOVERNANCE COMMITTEE. THE PRESIDENT IS THE ONLY NON-VOTING MEMBER. THE EXECUTIVE COMMITTEE'S PRIMARY PURPOSE IS TO EXERCISE POWERS FOR ISSUES WHICH ARISE BETWEEN REGULARLY SCHEDULED BOARD MEETINGS OR WHEN IT IS NOT PRACTICAL OR FEASIBLE FOR THE BOARD TO MEET. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ARE REPORTED AT A REGULAR MEETING OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE, THE EXECUTIVE COMMITTEE AND THE OTHER MEMBERS OF THE BOARD EACH REVIEW AND APPROVE THE DRAFT OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REQUIRES EACH TRUSTEE TO REVIEW THIS POLICY ANNUALLY, DISCLOSE ANY POSSIBLE PERSONAL, FAMILIAL OR BUSINESS RELATIONSHIPS THAT REASONABLY COULD GIVE RISE TO A CONFLICT AND ACKNOWLEDGE, BY HIS OR HER SIGNATURE, COMPLIANCE WITH THE LETTER AND SPIRIT OF THIS POLICY. TRUSTEES WHO HAVE A CONFLICT OF INTEREST SHALL REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF PROPOSED TRANSACTIONS THAT GIVE RISE TO THE CONFLICT, UNLESS FOR SPECIAL REASONS INFORMATION OR INTERPRETATION FROM THE PERSON WITH THE CONFLICT IS SPECIFICALLY REQUESTED BY THE BOARD OR ADMINISTRATION. PERSONS WITH CONFLICTS SHALL NOT VOTE OR BE PRESENT AT THE TIME OF THE VOTE ON THE MATTER GIVING RISE TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION'S EXECUTIVE COMMITTEE REVIEWED EXECUTIVE COMPENSATION FOR THE PRESIDENT OF THE FOUNDATION, INCLUDING A COMPENSATION STUDY BY AN OUTSIDE CONTRACTED FIRM, AND DISCUSSION IN A CLOSED EXECUTIVE SESSION BY THE EXECUTIVE COMMITTEE. COMPENSATION DECISIONS WERE DOCUMENTED IN THE COMMITTEE MINUTES AND PERSONNEL FILES. THE LAST COMPENSATION REVIEW PROCESS WAS HELD IN FISCAL 2024. FOR OTHER OFFICERS, A PERIODIC REVIEW OF COMPARABLE SALARY DATA FROM THE MINNESOTA COUNCIL OF NONPROFITS WAS USED BY THE PRESIDENT TO DETERMINE COMPENSATION. COMPENSATION DECISIONS WERE DOCUMENTED IN PERSONNEL FILES. THE LAST COMPENSATION REVIEW PROCESS WAS HELD IN FISCAL 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 28,921. CHANGE IN ACTUARIAL VALUE OF GIFT ANNUITIES -3,466. |
| FORM 990, PART XII, LINE 2C | THERE WERE NO CHANGES TO THE OVERSIGHT AND SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS. |