2021-02-12T11:22:46-06:00 2020-03-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2019-04-01 362512404 LINCOLN PARK ZOOLOGICAL SOCIETY LINC 3127422000 2001 NORTH CLARK STREET CHICAGO IL 60614 KEVIN J BELL PRESIDENT & CEO 3127422000 2021-02-09 1 LU ANN TRAPP P01506476 3122071040 2021-02-09 2019 2022-09-23 18:48:47Z KEVIN J BELL 2001 NORTH CLARK STREET CHICAGO IL 60614 59026516 0 X LPZOO.ORG X 1959 IL LINCOLN PARK ZOO IS DEDICATED TO CONNECTING PEOPLE WITH NATURE BY PROVIDING A FREE, FAMILY-ORIENTED WILDLIFE EXPERIENCE IN THE HEART OF CHICAGO AND BY ADVANCING THE HIGHEST QUALITY OF ANIMAL CARE, EDUCATION, SCIENCE AND CONSERVATION. 58 57 549 410 240772 0 24902493 36998266 10104847 9895343 5091054 3367124 2163963 1092018 42262357 51352751 0 0 0 0 20194406 19736106 0 0 2088528 21037744 17655333 41232150 37391439 1030207 13961312 178139439 177977452 76276456 76797426 101862983 101180026 X THE SOCIETY IS CREATED AND ORGANIZED TO AID IN THE IMPROVEMENT, MAINTENANCE, AND OPERATION OF LINCOLN PARK ZOO, LOCATED IN LINCOLN PARK IN THE CITY OF CHICAGO, ILLINOIS. 0 0 10839570 BUILDINGS AND GROUNDSSET ON NEARLY 49 ACRES OF PARK-LIKE SETTING, LINCOLN PARK ZOO IS ONE OF THE FEW ZOOS IN THE NATION THAT OFFERS FREE YEAR-ROUND ADMISSION AND IS HOME TO MORE THAN 750 ANIMALS, MANY OF WHICH ARE ENDANGERED OR THREATENED, THAT RESIDE IN A VARIETY OF BUILDINGS DESIGNED TO HOUSE ANIMALS HABITATS, SOME OF WHICH ARE HISTORICALLY LANDMARKED. 11808367 ANIMAL CARE AND CONSERVATIONLINCOLN PARK ZOO HAS ONE OF THE LARGEST ZOO-BASED CONSERVATION & SCIENCE DEPARTMENTS IN THE COUNTRY, WITH EXPERTS IN AREAS INCLUDING URBAN WILDLIFE; BEHAVIORAL, COGNITIVE, AND WELFARE RESEARCH; COMPUTER MODELING OF POPULATIONS AND ECOSYSTEMS; AND THE STUDY OF HORMONES AND DISEASE. 4356907 8040998 VISITOR SERVICESAPPROXIMATELY 3.6 MILLION VISITORS COME TO ZOO GROUNDS EVERY YEAR TO DISCOVER THE WONDERS OF WILDLIFE IN THE HEART OF CHICAGO. 5990283 1854345 OTHER PROGRAM SERVICES - INCLUDING PUBLIC EDUCATION AND MEMBERSHIP 5990283 1854345 32995127 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 93 1 1 549 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 58 57 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X RENA SOLANO 3127422348 2001 N CLARK STREET CHICAGO IL 60614 KEVIN J BELL PRESIDENT & CEO 40.00 X X 538960 0 40344 S BIFF BOWMAN CHAIRMAN 1.00 X X 0 0 0 C JOHN MOSTOFI CHAIRMAN-ELECT 1.00 X X 0 0 0 TRACEY ELLEN BENFORD VICE CHAIR OF FINANCE 1.00 X X 0 0 0 BARBARA MALOTT KIZZIAH SECRETARY 1.00 X X 0 0 0 KELLY POWERS BARIA TRUSTEE 1.00 X 0 0 0 CHARLES A BARONE TRUSTEE 1.00 X 0 0 0 DAVID P BOLGER TRUSTEE 1.00 X 0 0 0 JOSEPH S CARR TRUSTEE 1.00 X 0 0 0 MICHAEL COLLINS TRUSTEE 1.00 X 0 0 0 JAMES E COMPTON TRUSTEE 1.00 X 0 0 0 MARSHA A CRUZAN TRUSTEE 1.00 X 0 0 0 MAREIL B CUSACK TRUSTEE 1.00 X 0 0 0 RONALD DENARD TRUSTEE 1.00 X 0 0 0 RANDALL DUNN TRUSTEE 1.00 X 0 0 0 FRANCESCA M EDWARDSON TRUSTEE 1.00 X 0 0 0 POLLY ELDRINGHOFF TRUSTEE 1.00 X 0 0 0 JOHN R ETTELSON TRUSTEE 1.00 X 0 0 0 TAREK FADEL TRUSTEE 1.00 X 0 0 0 RICHARD FEITLER TRUSTEE 1.00 X 0 0 0 DENISE STEFAN GINASCOL TRUSTEE 1.00 X 0 0 0 CATHERINE H GLEDHILL TRUSTEE 1.00 X 0 0 0 LORI GOLTERMANN TRUSTEE 1.00 X 0 0 0 DOUGLAS C GRISSOM TRUSTEE 1.00 X 0 0 0 LUIS GUTIERREZ TRUSTEE 1.00 X 0 0 0 EDWARD C HAFFNER TRUSTEE 1.00 X 0 0 0 BARBARA A HIGGINS TRUSTEE 1.00 X 0 0 0 ROGER G HILL II TRUSTEE 1.00 X 0 0 0 JOHN M HOLMES TRUSTEE 1.00 X 0 0 0 J THOMAS HURVIS TRUSTEE 1.00 X 0 0 0 MARCIA S KAMINSKY TRUSTEE 1.00 X 0 0 0 KAREN STONE KAPLAN TRUSTEE 1.00 X 0 0 0 ELIZABETH A KARLSON TRUSTEE 1.00 X 0 0 0 DAVID M KELLER TRUSTEE 1.00 X 0 0 0 KANDACE LENTI TRUSTEE 1.00 X 0 0 0 ANNA M LIVINGSTON TRUSTEE 1.00 X 0 0 0 THOMAS L MCLEARY TRUSTEE 1.00 X 0 0 0 JOHN MCLINDEN TRUSTEE 1.00 X 0 0 0 ELISABETH C MEEKER TRUSTEE 1.00 X 0 0 0 RANDALL E MEHRBERG TRUSTEE 1.00 X 0 0 0 ELIZABETH A MIHAS TRUSTEE 1.00 X 0 0 0 DAVID L NICHOLS TRUSTEE 1.00 X 0 0 0 ADAM NORDIN TRUSTEE 1.00 X 0 0 0 GREGORY Y PEARLMAN TRUSTEE 1.00 X 0 0 0 RICHARD POULTON TRUSTEE 1.00 X 0 0 0 MAYARI PRITZKER TRUSTEE 1.00 X 0 0 0 IAN RADOMSKI TRUSTEE 1.00 X 0 0 0 KELLY DARIN RAINKO TRUSTEE 1.00 X 0 0 0 SUSAN L REGENSTEIN TRUSTEE 1.00 X 0 0 0 MYRA REILLY TRUSTEE 1.00 X 0 0 0 JOHN H RODI TRUSTEE 1.00 X 0 0 0 SHANNON SCHUYLER TRUSTEE 1.00 X 0 0 0 SUSAN SHERMAN DVM TRUSTEE 1.00 X 0 0 0 JOSEPH R TRPIK JR TRUSTEE 1.00 X 0 0 0 THOMAS F WALKER JR TRUSTEE 1.00 X 0 0 0 KIMBRA D WALTER TRUSTEE 1.00 X 0 0 0 K JAY WEAVER TRUSTEE 1.00 X 0 0 0 SHARON ZACKFIA TRUSTEE 1.00 X 0 0 0 RENA SOLANO CHIEF FINANCIAL OFFICER 40.00 X 203606 0 21538 MEGAN ROSS ZOO DIRECTOR 40.00 X 314258 0 47864 CHRISTINE M ZRINKSY SNR VP DEVELOPMENT & GOVT RELATIONS 40.00 X 250627 0 17703 KURT ZITZNER VP OF OPERATIONS 40.00 X 163131 0 19733 ELIZABETH GILLETTE SENIOR DIRECTOR OF PRINCIPAL GIFTS 40.00 X 162769 0 10259 DANA MURPHY VP OF LEARNING & COMMUNITY ENGAGEMENT 40.00 X 142892 0 9364 LINDA LEADBITTER VP, HUMAN RESOURCES & ADMIN 40.00 X 143829 0 13744 1920072 0 180549 13 0 1 0 PEPPER CONSTRUCTION 643 N ORLEANS ST CHICAGO IL 60654 CONSTRUCTION SERVICES 1620782 C&W SERVICES 4002 SOLUTIONS CENTER CHICAGO IL 606774000 ENGINEERING SERVICES 1555668 GOETTSCH PARTNERS INC 224 S MICHIGAN AVE CHICAGO IL 60604 ARCHITECTURAL DESIGN SERVICES 1266538 MONTERREY SECURITY 2232 S BLUE ISLAND AVE CHICAGO IL 60608 SECURITY SERVICES 475665 ILLUMINIGHT LIGHTING 954 1ST ST 394 HIGHLAND PARK IL 60035 HOLIDAY LIGHTING 404845 16 133364 1009979 6689942 29164981 3244879 36998266 VISITOR SERVICES 561499 4880622 4880622 EVENT REVENUE 611710 1738608 1738608 CAFETERIA 561499 1421768 1421768 MEMBERSHIP DUES 611710 1192531 1192531 OTHER PROGRAMS 611710 661814 661814 9895343 2427896 2427896 1045966 291983 753983 753983 753983 6294208 5354980 939228 939228 939228 524340 1009979 497337 27003 27003 70260 0 70260 70260 1770237 1529465 240772 240772 51352751 4346936 240772 9766777 1057093 584007 203606 269480 15637936 13575238 882518 1180180 612161 550280 26476 35405 1237273 1074072 69825 93376 1191643 1033846 67513 90284 192290 192290 60500 60500 103174 103174 3463398 2760788 659900 42710 196521 191029 624 4868 1360247 1186207 51695 122345 509744 442507 28767 38470 3667641 3593799 49007 24835 334485 301153 18432 14900 323989 197901 9349 116739 1813881 1813881 413612 321557 91642 413 414232 358179 34255 21798 ZOO IMPROVEMENTS 2956220 2956220 EQUIPMENT MAINTENANCE A 936275 898986 4564 32725 ANIMAL NUTRITION AND TR 669979 669979 239145 190034 49111 37391439 32995127 2307784 2088528 8712718 8214577 10305305 12338228 19435387 30781894 94529 109090 145358 62769 536280 367694 6042101 3356110 2019213 2685991 85813079 78919178 51077570 44498031 178139439 177977452 5654936 6004831 533020 633295 70088500 70159300 76276456 76797426 X 31287905 27347240 70575078 73832786 101862983 101180026 178139439 177977452 13961312 -14644269 0 X 0 1 X 1 0 X 18964365 26779829 29762952 26132090 36998266 138637502 18964365 26779829 29762952 26132090 36998266 138637502 21636043 117001459 2321879 2190628 1622991 3242958 3181876 12560332 23487 58613 24063 23236 9485 138884 398169 594600 992769 152329487 44810672 0.76810 0.83380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40374 3265 43639 37347500 37391139 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 86417 88588 43858 43639 262502 250000 250000 250000 250000 1000000 1500000 64813 66441 40134 40374 211762 PART II - DESCRIPTION OF LOBBYING ACTIVITIES THE VICE PRESIDENT OF GOVERNMENTAL AFFAIRS IS RESPONSIBLE FOR THE DEVELOPMENT, OVERSIGHT, AND EXECUTION OF LINCOLN PARK ZOO'S STRATEGIC INITIATIVES, ISSUES AND PROGRAMS TO ELECTED OFFICIALS AND STAKEHOLDERS LOCALLY, REGIONALLY, AND NATIONALLY. THE VP OF GOVERNMENTAL AFFAIRS SERVES AS LIAISON WITH LOCAL, REGIONAL AND NATIONAL COMMUNITY, BUSINESS, SOCIAL AND CIVIC ORGANIZATIONS. ADDITIONALLY THE ORGANIZATION PAYS A SMALL FEE TO MUSEUMS IN THE PARK FOR COORDINATED SUPPORT INITIATIVES WITH OTHER AREA CULTURAL INSTITUTIONS. X X X X 0 62839336 42520 -5149024 2086523 55646309 58104133 5053900 1728583 2047280 62839336 54483494 97621 5307505 1784487 58104133 45570051 5284627 5265301 1636485 54483494 49415596 101794 -2608373 1338966 45570051 0.09000 0.91000 0.00000 0 0 2224264 1484515 739749 3735839 1805457 1930382 81998 66138 15860 2685991 HEDGE FUNDS 44498031 F 44498031 37332412 -14644269 727104 -13917165 51249577 103174 103174 51352751 38015369 727104 727104 37288265 103174 103174 37391439 PART III, LINE 1A: ANIMAL COLLECTION - IN CONNECTION WITH THE PRIVATIZATION AGREEMENT, OWNERSHIP OF THE ZOO'S ANIMAL COLLECTION WAS TRANSFERRED TO THE SOCIETY. THE SOCIETY HAS ESTABLISHED A POLICY OF NOT CAPITALIZING THE ANIMAL COLLECTION. NO GAINS OR LOSSES REGARDING COLLECTION TRANSACTIONS ARE RECOGNIZED IN THE FINANCIAL STATEMENTS. ALL EXPENSES REGARDING COLLECTION TRANSACTIONS ARE REFLECTED IN THE ACCOMPANYING STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. PART III, LINE 4: ANIMAL COLLECTION - ALL OF THE APPROXIMATELY 750 ANIMALS (EXCLUDING FISH AND INVERTEBRATES) FOUND AT LINCOLN PARK ZOO ACT AS AMBASSADORS FOR THEIR COUNTERPARTS IN THE WILD. THIS LIVING COLLECTION OF ANIMALS PROVIDES THE BASIS FOR US TO ENGAGE VISITORS AND EDUCATE THE PUBLIC ABOUT CONSERVATION, ECOLOGY, POPULATION BIOLOGY, BEHAVIOR AND NATURAL HISTORY OF THE ANIMALS. PART V, LINE 4: THE SOCIETY'S ENDOWMENT CONSISTS OF APPROXIMATELY 20 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH INCLUDE THE FUNDING OF THE SOCIETY'S ANIMAL CARE, CONSERVATION AND SCIENCE, EDUCATION, HORTICULTURE AND SCULPTURES, AND GENERAL OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 497,337. NET COST OF GOODS SOLD ADJUSTMENT 229,767. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 497,337. NET COST OF GOODS SOLD ADJUSTMENT 229,767. EUROPE INVESTMENTS 5591503 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 24087905 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PROGRAM SERVICE GOUALOUGO TRIANGLE APE PROJECT - APE BEHAVIOR AND CONSERVATION (CONGO) 429859 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 1 PROGRAM SERVICE SERENGETI HEALTH INITIATIVE - ECOSYSTEM PRESERVATION (TANZANIA) 39649 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PROGRAM SERVICE TRAVEL FOR CONFERENCES 14454 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PROGRAM SERVICE TANZANIA CONSERVATION AND RESEARCH (TANZANIA) 65763 0 1 0 0 0 1 30229133 0 30229133 0 0 1 0 1 0 PART III ACCOUNTING METHOD: ZOO BALL 1094977 844597 250380 364261 ZOO-OLOGIE 179217 91997 87220 93591 1 260125 73385 186740 39485 1534319 1009979 524340 497337 497337 27003 70260 1 0.20000 70260 70260 IL 1 0 1 0 1.00000 0.00000 RENA SOLANO 2001 N CLARK ST CHICAGO IL 60614 0 RENA SOLANO OVERSIGHT OF GAMING BOOKS AND RECORDS X 0 X X X X 0 1 0 0 0 0 0 1 0 KEVIN J BELL PRESIDENT & CEO 469562 0 60000 0 9398 0 25477 0 14867 0 579304 0 0 0 RENA SOLANO CHIEF FINANCIAL OFFICER 178606 0 25000 0 0 0 11100 0 10438 0 225144 0 0 0 MEGAN ROSS ZOO DIRECTOR 202662 0 7500 0 104096 0 35419 0 12445 0 362122 0 104096 0 CHRISTINE M ZRINKSY SNR VP DEVELOPMENT & GOVT RELATIONS 188169 0 0 0 62458 0 11548 0 6155 0 268330 0 62458 0 KURT ZITZNER VP OF OPERATIONS 107212 0 0 0 55919 0 7500 0 12233 0 182864 0 55919 0 ELIZABETH GILLETTE SENIOR DIRECTOR OF PRINCIPAL GIFTS 162769 0 0 0 0 0 9735 0 524 0 173028 0 0 0 DANA MURPHY VP OF LEARNING & COMMUNITY ENGAGEMEN 142892 0 0 0 0 0 8523 0 841 0 152256 0 0 0 LINDA LEADBITTER VP, HUMAN RESOURCES & ADMIN 136329 0 7500 0 0 0 7354 0 6390 0 157573 0 0 0 PART I, LINE 4B THE PRESIDENT/CEO PARTICIPATES IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN (457F - NORTHERN TRUST). NO PAYMENTS WERE MADE IN FY19. THE VP OF DEVELOPMENT, VP OF ANIMAL CARE, VP OF LEARNING AND COMMUNITY ENGAGEMENT, ZOO DIRECTOR AND THE SENIOR DIRECTOR OF OPERATIONS ALL PARTICPATE IN A SEPARATE NON-QUALIFIED DEFERRED COMPENSATION PLAN THAT BEGAN IN FY16 (457F PRINCIPAL) $222,473 OF PAYMENTS WERE MADE IN FY20. THE PRINCIPAL 457F IS FUNDED. $25,000 OF ACCRUED 457F BENEFITS ARE INCLUDED ON SCHEDULE J, PART II COLUMN C). PART I, LINE 7 THE BOARD APPROVED A BONUS TO SELECT STAFF BASED ON PERFORMANCE AND THE FINANCIAL RESULTS OF THE ORGANIZATION. A ILLINOIS FINANCE AUTHORITY 861091967 2019-10-29 70354000 FINANCE THE ACQUISITION, CONSTRUCTION, AND RENOVATION OF ZOO FACILITIES 0 0 0 A 70000000 354000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 MEGAN ROSS KEY EMPLOYEE 101884 EMPLOYMENT - STEVE ROSS WAS EMPLOYED AS DIRECTOR, LESTER E. FISHER CENTER. HE IS A FAMILY MEMBER OF KEY EMPLOYEE MEGAN ROSS, ZOO DIRECTOR. HIS EMPLOYMENT FOLLOWS THE ZOO'S ESTABLISHED RECRUITING, HIRING AND COMPENSATION POLICIES. 0 X 24 3278080 AVG PRICE ON DATE REC. 0 1 1 PART I, LINE 32B: A STOCKBROKER IS ENGAGED TO SELL DONATED SECURITIES IMMEDIATELY UPON RECEIPT. FORM 990, PART I, LINE 6: LINCOLN PARK ZOO HAS APPROXIMATELY 410 VOLUNTEERS THAT PROVIDE SERVICE ON A WEEKLY BASIS THROUGHOUT THE YEAR. THESE VOLUNTEERS ARE INVOLVED IN THE FOLLOWING AREAS: GUEST ENGAGEMENT AMBASSADORS, FARM-IN-THE-ZOO, GUEST RELATIONS, RETAIL, MAIN ZOO GARDENING, NATURE BOARDWALK GARDENING, EDIBLE GARDEN, VOLUNTEER ENRICHMENT GROUP, ADMINISTRATION, CONSERVATION AND SCIENCE, ZOOMONITOR, AND PUBLIC PROGRAMS. IN ADDITION, OVER 500 EXTERNAL VOLUNTEERS COME TO HELP WITH SPECIAL EVENTS INCLUDING ZOOLIGHTS AND RUN FOR THE ZOO. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE MEMBERS FOR REVIEW AND COMMENT. A COPY OF THE FORM 990 IS ALSO PROVIDED TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO THE ORGANIZATION'S MANAGEMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE ANNUALLY REQUIRED TO PREPARE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. POTENTIAL CONFLICTS ARE LOGGED WITH AND MONITORED BY THE ORGANIZATION'S MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, CFO AND ZOO DIRECTOR INCLUDE A REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD BASED ON COMPARABLE DATA OF SIMILAR ORGANIZATIONS AND POSITIONS. THE RESULTS ARE DOCUMENTED IN WRITING. THE CEO, CFO AND ZOO DIRECTOR ARE NOT PART OF THE COMPENSATION COMMITTEE AND ARE NOT INVOLVED IN THESE COMPENSATION REVIEW PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE APPLICABLE GOVERNMENTAL AGENCIES AND BY REQUEST TO THE ORGANIZATION. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST TO THE ORGANIZATION.