2022-11-14T12:49:34-06:00 2021-12-31 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2021-01-01 351074747 Indianapolis Zoological Society Inc % SARA INMAN INDI 3176302040 1200 W WASHINGTON ST INDIANAPOLIS IN 46222 SARA INMAN VICE PRESIDENT/CFO 3176305165 2022-11-15 true SARA INMAN 999009999 NICOLE B FISHBACK P01279475 3173834000 2022-11-15 3 2021 2022-09-23 18:48:47Z Indianapolis Zoo ROBERT SHUMAKER 1200 W WASHINGTON ST INDIANAPOLIS IN 46222 64204811 false X WWW.INDIANAPOLISZOO.COM X 1944 IN THE MISSION OF THE INDIANAPOLIS ZOO IS TO PROTECT NATURE AND INSPIRE PEOPLE TO CARE FOR OUR WORLD. 39 39 679 1094 275129 228457 8268706 30702467 14305289 26756926 1239434 3864740 -98495 1848462 23714934 63172595 287795 349584 0 0 16112163 17804492 132784 188002 1445993 15408984 16079247 31941726 34421325 -8226792 28751270 177325453 209802041 11996034 9932127 165329419 199869914 WE PROTECT NATURE AND INSPIRE PEOPLE TO CARE FOR OUR WORLD. WE BELIEVE IN A WORLD WHERE NATURE AND PEOPLE THRIVE. WE ARE ONE TEAM. WE CARE. WE WELCOME EVERYONE. WE HAVE INTEGRITY. WE STRIVE FOR EXCELLENCE. false false 30083406 349584 26756926 THE INDIANAPOLIS ZOO IS A WORLD-CLASS ZOOLOGICAL INSTITUTION THAT SERVES DIVERSE POPULATIONS FROM CENTRAL INDIANA AND BEYOND THROUGH IN-PERSON VISITS AND OTHER METHODS OF PROGRAM DELIVERY. AS ONE OF THE REGION'S FOREMOST CULTURAL AND EDUCATIONAL ASSETS, THE ZOO FUNCTIONS AS A REGIONAL, NATIONAL, AND INTERNATIONAL RESOURCE FOR ZOOLOGICAL RESEARCH AND WILDLIFE CONSERVATION. 30083406 true true false false false false false false false true true true false true true false true false false true true true true true true false false true true true false false false false false false false false true false false false false false false false false true 93 0 679 true true true false false false false true true true 2 false false false false false X 39 39 true false false false false false false true true false false true true true true true true true true false IN X X SARA INMAN 3176302040 1200 W WASHINGTON ST INDIANAPOLIS IN 46222 X ROBERT SHUMAKER PRESIDENT AND CEO 40.0 0.0 X 422045 0 89017 KAREN BURNS EXECUTIVE VICE PRESIDENT 40.0 0.0 X 244495 0 56088 MADONNA WAGNER SR VP AND CFO 40.0 0.0 X 231829 0 45869 WILLIAM STREET SR VICE PRESIDENT 40.0 0.0 X 204365 0 39255 MARY JANE BENNETT VP OF HR AND SAFETY & SECURITY 40.0 0.0 X 180626 0 36634 JEFFREY PROUDFOOT VP OF VETERINARY SCIENCE 40.0 0.0 X 169757 0 43353 DANA CANFIELD DIRECTOR OF IT 40.0 0.0 X 121308 0 18887 JULIE MCDEARMON DIRECTOR OF INSTITUTIONAL ADV 40.0 0.0 X 110895 0 17931 KEITH SCHNELL DIRECTOR OF FACILITIES 40.0 0.0 X 102958 0 25542 DEVIN ANDERSON CHAIR 1.0 0.0 X X 0 0 0 RONDA SHREWSBURY 1ST V CHAIR 1.0 0.0 X X 0 0 0 BETH KLAPPER 2ND V CHAIR 1.0 0.0 X X 0 0 0 MARISOL SANCHEZ SECRETARY 1.0 0.0 X X 0 0 0 STEVE ALONSO TREASURER 1.0 0.0 X X 0 0 0 JEFFREY HARRISON IMMEDIATE PAST CHAIR 1.0 0.0 X X 0 0 0 ANDY SELLERS TRUSTEE 1.0 0.0 X 0 0 0 BLAKE KORIATH TRUSTEE 1.0 0.0 X 0 0 0 CHERI DICK TRUSTEE 1.0 0.0 X 0 0 0 CHRISTA ADKINS TRUSTEE 1.0 0.0 X 0 0 0 CONNIE BOND STUART TRUSTEE 1.0 0.0 X 0 0 0 DAVID DEWITT TRUSTEE 1.0 0.0 X 0 0 0 DAVID TROGDEN TRUSTEE 1.0 0.0 X 0 0 0 ALLEN WRIGHT TRUSTEE 1.0 0.0 X 0 0 0 BILL ROSENBAUM TRUSTEE 1.0 0.0 X 0 0 0 JIM POWERS TRUSTEE 1.0 0.0 X 0 0 0 JOHN SHARPE TRUSTEE 1.0 0.0 X 0 0 0 JULIA GARD TRUSTEE 1.0 0.0 X 0 0 0 KAREN ANN LLOYD TRUSTEE 1.0 0.0 X 0 0 0 KATHRYN BETLEY TRUSTEE 1.0 0.0 X 0 0 0 KRISTI LEE TRUSTEE 1.0 0.0 X 0 0 0 LARRY COAN TRUSTEE 1.0 0.0 X 0 0 0 LAUREN EDMUNDSON TRUSTEE 1.0 0.0 X 0 0 0 ANITA HARDEN TRUSTEE 1.0 0.0 X 0 0 0 MEL RAINES TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL WELLS TRUSTEE 1.0 0.0 X 0 0 0 MYRTA PULLIAM TRUSTEE 1.0 0.0 X 0 0 0 NANCY ELDER TRUSTEE 1.0 0.0 X 0 0 0 PATRICK EARLY TRUSTEE 1.0 0.0 X 0 0 0 PETE WARD TRUSTEE 1.0 0.0 X 0 0 0 PETER JORGENSON TRUSTEE 1.0 0.0 X 0 0 0 RICHARD THRAPP TRUSTEE 1.0 0.0 X 0 0 0 AMY WILLIS TRUSTEE 1.0 0.0 X 0 0 0 SHANE HAGEMAN TRUSTEE 1.0 0.0 X 0 0 0 STANLEY CHEN TRUSTEE 1.0 0.0 X 0 0 0 APRIL SASSO TRUSTEE 1.0 0.0 X 0 0 0 STEVE CAGLE TRUSTEE 1.0 0.0 X 0 0 0 TODD KATZ TRUSTEE 1.0 0.0 X 0 0 0 WHIT GRAYSON TRUSTEE 1.0 0.0 X 0 0 0 1788278 0 372576 12 false true false TURNER CONSTRUCTION CO 733 SOUTH WEST ST 200 INDIANAPOLIS IN 46225 CONSTRUCTION 2446448 BROWNING DAY MULLINS DIERDORF ARCHI 626 N ILLINOIS ST INDIANAPOLIS IN 46204 ARCHITECTURE 1691981 BORSHOFF INC 333 N ALABAMA 300 INDIANAPOLIS IN 46204 ADVERTISING 1213811 WEBER GROUP 5233 PROGRESS WAY SELLERSBURG IN 47172 CONSTRUCTION 161373 RL TURNER CORP 1000 WEST OAK ST ZIONSVILLE IN 46077 CONSTRUCTION 138996 9 218314 12379622 18104531 649185 30702467 ADMISSION 900099 12768826 12768826 MEMBERSHIP DUES 900099 7427331 7427331 FOOD SALES 721210 2287345 2287345 RIDES 713110 1798619 1798619 PARKING 812930 1614558 1524848 89710 860247 860247 26756926 1223067 185419 1037648 0 0 463979 141261 322718 0 322718 322718 2778503 136830 2641673 2641673 2641673 2279869 218314 754125 1525744 1525744 0 0 0 0 0 0 0 63172595 26667216 275129 5527783 84584 84584 185000 185000 80000 80000 0 1332963 534416 653093 145454 0 12796050 11598874 575173 622003 669357 559457 59140 50760 2009844 1690745 209468 109631 996278 868765 72248 55265 0 224424 208258 16166 71557 71557 0 188002 188002 240965 240965 1754866 1337248 399020 18598 1405792 1405792 208847 173765 8653 26429 290568 290568 0 1623223 1428077 111512 83634 110747 99634 8279 2834 0 35352 21630 12331 1391 0 0 4783240 4783240 730844 715425 15419 ANIMAL FOOD & MEDICINE 1000733 1000733 OPERATING SUPPLIES 906598 842607 52542 11449 MAINTENANCE & REPAIRS 973052 894591 78461 ALL OTHER EXPENSES 1718439 1488255 115807 114377 34421325 30083406 2891926 1445993 0 0 23251237 43643964 1728275 8538814 497190 488808 0 0 0 0 0 0 163513 183319 394363 457092 178317121 115719794 62040554 62597327 52538688 44853958 13570191 22343234 0 0 0 0 23141442 26695525 177325453 209802041 2832277 4245947 0 0 5719824 5535224 0 0 0 0 0 0 0 0 0 0 3443933 150956 11996034 9932127 X 76514887 93314387 88814532 106555527 165329419 199869914 177325453 209802041 X 28751270 2360645 3428580 X false true X true true true X 8381988 8203938 24605860 8268706 30702467 80162959 0 0 8381988 8203938 24605860 8268706 30702467 80162959 19509305 60653654 1270734 1425640 1736241 1408139 1687046 7527800 193774 193724 199521 77045 77120 741184 0 88431943 107724656 0.68588 0.54548 X SCHEDULE A, PART II REASON FOR FILING PART II: THE ORGANIZATION HAS COMPLETED SCHEDULE A, PART II TO PROVE THAT IT MEETS THE DEFINITION OF A PUBLICLY SUPPORTED ORGANIZATION UNDER CATEGORY 7 AND CAN USE A SPECIAL REPORTING RULE ON SCHEDULE B. THE ORGANIZATION IS EXEMPT UNDER SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51600112 599062 6387046 1100000 240362 57245858 46100351 242803 6727093 1329833 140302 51600112 34797841 5785343 7026182 1389170 119845 46100351 37414081 685000 -2055109 1128051 118080 34797841 34172374 53756 4549897 1248732 113214 37414081 0.49000 0.51000 false false 5505690 5505690 127401506 83349369 44052137 24745433 19679682 5065751 13433049 10138495 3294554 7231443 2552248 4679195 62597327 ALTERNATIVE INVESTMENTS 22343234 F 22343234 INTEREST IN PERPETUAL TRUSTS 1864274 INTEREST IN CHAR REM TRUSTS 24831251 26695525 0 CAPITAL LEASE PAYABLE 150956 PPP LOAN 0 150956 69616241 2360645 4323966 6684611 62931630 240965 240965 63172595 35075746 895386 895386 34180360 240965 240965 34421325 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS: EARNINGS FROM THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS AND PROGRAMS OF THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. 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, LINE 2D RECONCILIATION OF REVENUE: FUNDRAISING EVENT EXPENSE $754,125 RENTAL EXPENSE $141,261 CHANGE IN VALUE-SPLIT IN $3,428,580 TOTAL $4,323,966 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES: FUNDRAISING EVENT EXPENSE $754,125 RENTAL EXPENSE $141,261 TOTAL $895,386 true CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 40000 SOUTH ASIA 0 0 GRANTMAKING 40000 0 0 0 0 80000 80000 Central America and the Caribbean CONSERVATION 40000 WIRE South Asia MONITORING 40000 WIRE 2 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 97302 -97302 97302 -97302 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 2160617 195591 1965026 171871 22977 440477 WINE AUCTION 246466 18223 228243 24110 27472 45488 1 91100 4500 86600 4500 2600 14630 2498183 218314 2279869 24110 203843 25577 500595 754125 1525744 true CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 311726923 501(C)(3) 25000 SUPPORT GLOBAL WILDLIFE CONSERVATION PO BOX 129 AUSTIN TX 78767 262887967 501(C)(3) 23784 CONSERVATION INTERNATIONAL ELEPHANT FOUNDATION PO BOX 366 AZLE TX 76098 752815706 501(C)(3) 24895 SUPPORT 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) 17144 CONSERVATION INTERNATIONAL ASSOC OF CROCODILE SPECAILISTS 1807 SW 63RD AVE GAINESVILLE FL 32608 593029892 501(C)(3) 24903 SUPPORT WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX NY 10460 131740011 501(C)(3) 25000 SUPPORT WORLD PARROT TRUST PO BOX 985 TRAVELERS REST SC 29690 621561595 501(C)(3) 30000 SUPPORT INDIANA NATURAL RESOURCES FOUNDATION 402 W WASHINGTON ST W273 INDIANAPOLIS IN 46204 320249179 501(C)(3) 18858 CONSERVATION 9 CONSERVATION 8 185000 SCHEDULE I, 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 AND OTHER PUBLIC INFORMATION. WINNERS OF THE INDIANAPOLIS PRIZE FUNDS ARE INDIVIDUALS WHO ARE NOMINATED AND REVIEWED BY AN INDEPENDENT PRIZE COMMITTEE. FUNDS RECEIVED BY WINNERS OR THEIR DESIGNATED CONSERVATION FUND ARE UNRESTRICTED GRANTS. THERE IS NO REQUIREMENT FOR THE REPORTING OF THE UTILIZATION OF THESE FUNDS. X X X false true false false false false false true false ROBERT SHUMAKER PRESIDENT AND CEO 380855 0 39900 0 1290 0 66250 0 22767 0 511062 0 90000 0 MADONNA WAGNER SR VP AND CFO 207239 0 23900 0 690 0 36101 0 9768 0 277698 0 0 0 MARY JANE BENNETT VP OF HR AND SAFETY & SECURITY 160824 0 18000 0 1802 0 27011 0 9623 0 217260 0 0 0 JEFFREY PROUDFOOT VP OF VETERINARY SCIENCE 153183 0 14800 0 1774 0 26110 0 17243 0 213110 0 0 0 KAREN BURNS EXECUTIVE VICE PRESIDENT 216955 0 25560 0 1980 0 38684 0 17404 0 300583 0 0 0 WILLIAM STREET SR VICE PRESIDENT 190305 0 13370 0 690 0 16488 0 22767 0 243620 0 0 0 X 27 649185 MARKET VALUE 1 false true false SCHEDULE M, PART I, COLUMN (B) NUMBER OF ITEMS RECEIVED: THE INDIANAPOLIS ZOO REPORTS THE NUMBER OF ITEMS RECEIVED 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 REALTIONSHIP. 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 2020 FOR 2021 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. PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT: $3,428,580