2025-09-10T07:30:40-00:00 2025-03-31 331498605 Plante Moran PLLC 10 South Riverside Plaza 9th floor Chicago IL 60606 990 2024-04-01 362167016 Chicago Zoological Society CHIC 7086888300 3300 Golf Road Brookfield IL 60513 Michael J Adkesson President and CEO 7086888300 2025-09-10 true LuAnn Trapp P01506476 3122071040 2025-09-10 2024 2025-03-06 01:10:19Z Brookfield Zoo Chicago Michael J Adkesson 3300 Golf Road Brookfield IL 60513 117595062 false X www.brookfieldzoo.org X 1921 IL To inspire conservation leadership by connecting people with wildlife and nature. 44 41 791 242 167670 64544 54102303 62243873 36016175 40646946 4492644 5510186 -351051 -411390 94260071 107989615 197281 194007 0 39305223 42338127 523550 218375 3814113 35469292 35629088 75495346 78379597 18764725 29610018 265240000 317202000 70637000 94014000 194603000 223188000 To inspire conservation leadership by connecting people with wildlife and nature. false false 28601004 28688626 Park Operations The CZS maintains 75 buildings on 235 acres of land to exhibit over 2,500 animals. In a typical year, two million visitors annually enjoy the experience of seeing and learning about the animals of the world. Each individual that enters through Brookfield Zoos gates represents an opportunity to introduce representatives of the wild world, to convey our intertwined connections to the animal kingdom, and to encourage positive change in the world. The Zoo is open almost every day of the year. Admission is free to the general public 52 days/year and at all times to Illinois school groups and military personnel. The membership team services our 109,000 member households, providing them with the opportunity to participate in the conservation and educational efforts of CZS. The events team provides seasonal and animal themed events such as Earth Day, Spring Fest, Hispanic Heritagefest, Holiday Magic and Boo at the Zoo. Visitor services provides narrated tram tours and accessible transportation options in the park. 29870000 156007 3229814 Animal Health, Welfare, Care and Programs More than 2500 ambassadors of the animal kingdom provide our visitors with a rare opportunity to see species from around the globe and experience up close, personal encounters. CZS staff provide expert care of these ambassadors, where innovations in husbandry techniques and pioneering breeding programs are part of the cuttting edge culture of excellence and integrating disciplines such as population biology, behavioral science, nutrition and veterinary science help determine the best ways to provide and continuously care for the animals. CZS also incorporates models and practices from an array of animal care professionals around the world, to develop the best possible zoo-based animal care and management practices. Through Keeper Chats and Ambassador Animal Encounters, staff share their knowledge of the animals in their care with zoo guests, helping them gain an appreciation for all citizens of the natural world. Through field programs,CZS support efforts to protect and restore populations of threatened species in other parts of the world. 4106000 38000 298248 Education and Community Engagement Through its education programs, CZS communicates with others to engender in them a sense of ownership about living harmoniously with nature and helping save endangered species. Education specialists, volunteers, curators, graphic and exhibit designers, photographers and many others contribute to sharing this information both in person and virtually. As well as reaching the daily visitors to the Zoo, CZSs education and outreach programming reaches out to would be conservationists outside of the Zoo including classrooms of school children and teachers, local libraries and community organizations to engage them in nature based programs, strengthening the bridge between education and conservation and working together to create healthy spaces for people and wildlife. 62577004 true true false true false true false true false true true false false false true false true true false false true true true true true true false true true true true false false false false false true false false false true true false false false false false false false false true 106 0 true 791 true true true false false false false true true false false false false false false X 44 41 false true false false true true false true true false false true true true true true true true true false FL IL WI X David E Burns 7086888387 3300 Golf Road Brookfield IL 60513 Dr Michael Adkesson President and CEO 040.00 X X 692858 0 104553 David E Burns Chief Financial and Admin. Officer 040.00 X 388865 0 83409 Cathleen Brueggemann Sr. VP Development 040.00 X 317613 0 47262 Andrea S Rodgers Sr. VP Guest Experience Operations 040.00 X 244810 0 32933 Jennifer L Baader Sr. VP Govt Affairs 040.00 X 236116 0 30995 Dr Sathya K Chinnadurai Sr. VP Animal Health Welfare 040.00 X 214505 0 44515 Sandra L Dornhecker Sr. VP Human Resources 040.00 X 225740 0 28611 Randall Wells VP Marine Mammal Conservation 040.00 X 194171 0 29015 Shannon Heston VP Information Technology 040.00 X 181871 0 39066 Melissa Lewkowich VP Risk Facilities Mgmt 040.00 X 186448 0 31090 Heather Bilcer VP Finance 040.00 X 195060 0 6240 Jerome E Johnston VP Guest Services Operations 040.00 X 177475 0 10968 Cherryl T Thomas Chair of the Board 002.00 X X 0 0 0 William C Kunkler III Deputy Chair of the Board 002.00 X X 0 0 0 Elizabeth Hamill Bramsen Vice-Chair of the Board 002.00 X X 0 0 0 Merrick M Elfman Vice-Chair of the Board 002.00 X X 0 0 0 Bert A Getz Jr Vice-Chair of the Board 002.00 X X 0 0 0 John P Grube Vice-Chair of the Board 002.00 X X 0 0 0 Molly Keller Vice-Chair of the Board 002.00 X X 0 0 0 Michael P Emmert Treasurer 002.00 X X 0 0 0 Randall G Vickery Secretary 002.00 X X 0 0 0 Stuart B Abelson Trustee 002.00 X 0 0 0 Walter W Becky II Trustee 002.00 X 0 0 0 Jennifer L Bellini Trustee 002.00 X 0 0 0 Jay D Bergman Trustee 002.00 X 0 0 0 Edward McCormick Blair Jr Trustee 002.00 X 0 0 0 Barbara J Bradford Trustee 002.00 X 0 0 0 James A Bryan Trustee 002.00 X 0 0 0 Michael G Canning Trustee 002.00 X 0 0 0 John A Carpenter Trustee 002.00 X 0 0 0 Dr Bonny Chen Trustee 002.00 X 0 0 0 Rita Sola Cook Trustee 002.00 X 0 0 0 JR Davis III Trustee 002.00 X 0 0 0 Michael F DeSantiago Trustee 002.00 X 0 0 0 Gregory J DiDomenico Trustee 002.00 X 0 0 0 Michael Drai Trustee 002.00 X 0 0 0 Sunny Elebua Trustee as of 10/24 002.00 X 0 0 0 Dr Lisa C Freeman Trustee 002.00 X 0 0 0 Matthew Gambs Trustee as of 10/24 002.00 X 0 0 0 Sasha L Gerritson Trustee 002.00 X 0 0 0 Darius A Gill Trustee 002.00 X 0 0 0 Barbara Grayson Trustee 002.00 X 0 0 0 Heidi Huizenga Trustee 002.00 X 0 0 0 Kevin M Keeley Trustee 002.00 X 0 0 0 Kevin M Killips Trustee 002.00 X 0 0 0 Barbara Levy Kipper Trustee 002.00 X 0 0 0 Jerry Manne Trustee 002.00 X 0 0 0 Tim Ozinga Trustee 002.00 X 0 0 0 Stan Pepper Trustee as of 11/24 002.00 X 0 0 0 Toni Preckwinkle Trustee 002.00 X 0 0 0 Elizabeth S Quinn Trustee 002.00 X 0 0 0 Benita S Romano Trustee 002.00 X 0 0 0 Mark G Sander Trustee 002.00 X 0 0 0 Kelley C Schueler Trustee 002.00 X 0 0 0 Patrick E Whiteside Trustee 002.00 X 0 0 0 Joseph A Gregoire Trustee thru of 12/24 002.00 X 0 0 0 Stuart D Strahl PhD Trustee thru of 3/25 002.00 X 0 0 0 3255532 488657 46 false true false Two by Four 10 N Dearborn St Suite 1000 Chicago IL 60602 Advertising/Consulting 1389048 University of Illinois 506 S Wright St Urbana IL 61802 Veterinary/Pathology/Lab Services 710400 SSA Group LLC 4624 Central Blvd Suite 100 Denver CO 80238 Catering Services 634653 Paymentech LLC 14221 Dallas Parkway Dallas TX 75254 Payment Card Processing Services 630814 Chilton Yambert Porter LLP 303 W Madison Suite 2300 Chicago IL 60606 Legal Services 620516 53 1964359 24195231 36084283 2944774 62243873 General Admissions 900099 8706943 8706943 Memberships 900099 16704448 16704448 Visitor Services 900099 7599307 2382107 5217200 Admissions-Internal Attractions 900099 2944739 2944739 Visitor Parking 900099 3176203 3176203 1515306 1310781 167670 36855 40646946 3909124 3909124 92268 92268 92268 92268 10458153 8857091 1601062 1601062 1601062 202265 1964359 738580 -536315 -536315 42433 9776 32657 32657 107989615 32049018 167670 13529054 56239 56239 32500 32500 105268 105268 0 3332597 1117561 1387871 827165 0 30037339 24836524 3499796 1701019 743122 552359 161116 29647 6014277 5163929 556868 293480 2210792 1842855 272347 95590 0 856536 856536 136915 136915 52272 52272 218375 218375 143606 143606 6812658 5985056 590368 237234 1691752 1691752 7119294 6721140 245806 152348 2209552 478022 1658394 73136 38087 38087 2634876 2618807 14485 1584 314784 235284 45571 33929 0 239691 126440 68722 44529 819635 819635 0 8968075 8528997 389926 49529 1436316 1303500 93671 39145 Animal Food and Transport 1478295 1478295 Revenue Bond Maintenance fees 249421 249421 Loss on Retirement of fixed assets 32826 32826 UBIT taxes 20329 20329 374168 233930 122835 17403 78379597 62577004 11988857 3814113 1147340 1698025 55785703 49529970 11953087 30191907 669292 473624 2035563 2636342 369474111 195935753 136155452 173538358 57153000 58917000 340563 216774 265240000 317202000 13736013 12573182 16435494 15379636 28920000 28920000 1571313 5848564 7854679 29235805 2119501 2056813 70637000 94014000 X 150175000 152986000 44428000 70202000 194603000 223188000 265240000 317202000 X 29610018 -69748 -955270 X false true X true false X 1851264 29624590 12543166 34054622 42576514 120650156 3908169 14955352 14156721 20047681 19667359 72735282 5759433 44579942 26699887 54102303 62243873 193385438 25615695 167769743 1020225 2524043 4158999 4001392 11704659 9196 13678 30521 64544 117939 205208036 147631209 0.81760 0.90590 X Part II Section A Line 1-4 The 2020 amounts reflect the short year period from 1/1/21-3/31/21 due a change in accounting period. Part II Section B Line 7-10 The 2020 amounts reflect the short year period from 1/1/21-3/31/21 due a change in accounting period. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 78685 false false 78685 false II-B 1 A-J The Chicago Zoological Society is a private non profit organization that operates Brookfield Zoo Chicago on land owned by the Forest Preserve District of Cook County. Brookfield Zoo Chicago was created through an act of the Illinois Legislature and the Society annually receives partial funding from the Cook County Forest Preserves to maintain and operate the Zoo. Occasionally, the laws and regulations under which the Society was organized and is funded and operated require updating. The Society may advise and assist appropriate legislative bodies in this activity. It may also advocate for the adoption or rejection of legislation. By virtue of a management agreement with the District, the Society is periodically called upon to advise on matters of public policy. The Society also employs certain staff and consultants to communicate with the State of Illinois, federal officials, county commissioners and other government officials, to inform those parties of the activities of the Society. Additionally, as required during the year, the Societys President and designated staff attend national and international professional group meetings and otherwise communicate with those groups on various matters, including the expression of opinions to appropriate congressional representatives, congressional committees or other deliberative bodies that influence public policy concerning species in danger of extinction, environmental management, the biological sciences and kindred subject, and federal regulatory agency activities affecting wildlife and its management. Also, as needed from time to time, the Society may contact its members, staff and volunteers to encourage them to express their views on pending legislation that may have a direct impact on the Society and its conservation programs. 2 641045 469644 3564903 false false X X X X false 26355000 497000 1497000 928000 55000 27366000 23275000 134000 3834000 839000 49000 26355000 24740000 3000 -1419000 5000 44000 23275000 25383000 28000 256000 874000 53000 24740000 24562000 3000 831000 13000 25383000 0.22000 0.40000 0.38000 true false 292781306 186983811 105797495 11824560 8951942 2872618 64868245 64868245 173538358 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Accrued Post Retirement Benefit Obligation 948412 Accrued Sick Pay Benefit Obligation 787757 457f Employee Benefit Obligation 277186 Charitable Gift Annuity Obligation 139554 Unamortized Bond Issue Costs -96408 Other 312 2056813 X 108972000 -69748 490366 420618 108551382 143606 -705373 -561767 107989615 79571000 490366 844643 1335009 78235991 143606 143606 78379597 I 5 and 6 The Society does not maintain any donor advised funds. Other Funds consist of the Chicago Board of Trade Endangered Species Fund and the CZS Womens Board Fund. Contributions to these funds come from donors as well as proceeds from fundraising events and investment income. Grants are decided by committees as described in Schedule I. At times, donors who have given money to the fund may also sit on the granting committee but no one donor may decide on the grant awards. All grants awarded must follow the guidelines and processes established by CZS. CZS Board of Trustees has final approval of all Chicago Board of Trade Endangered Species Fund Committee recommended grant awards. CZS Management has final approval of all CZS Womens Board recommended grant awards. III 1A Animal Collections, which were acquired through breeding loans, purchases and contributions, are not recognized as assets on the Statement of Financial Position. Costs to acquire collection items are recorded as decreases in unrestricted net assets in the year in which the animals are acquired. Proceeds from deaccessions are reflected as increases in the appropriate net asset class. The Societys animal collection consists of specimens with numerous attributes including taxonomic group, age, sex, relationship and value to other animals, endangered status and breeding potential. The Society retains a record of every animal in a permanent file. An inventory of the collection is prepared annually. Professionally trained keeper staff and population managers provide daily care for the collection and determine population needs. III 4 The more than 2500 ambassadors of the animal kingdom which make up the CZS collection provide our visitors a rare opportunity to see species from around the globe. The collection, in connection with our education programs, provides CZS the opportunity to teach guests about animals and nature, conservation and other related topics. V 4 The Societys endowment consists of different funds established to support a variety of CZS programs including conservation and research, education and outreach, care of the animal collection and grounds, and general operations. Additionally, the Society is the designated beneficiary of the interest income on a 1 million endowment established and maintained by the Chicago Community Trust. The CCT maintains variance power over this endowment and, accordingly, the Society has not included it in its financial statements. VI 1A-E The Society operates a zoological park on land owned by the Forest Preserve District of Cook County, IL which is provided to the Society at no charge. The land site of the Zoo, accordingly, is not recorded on the Societys financial statements. All park improvements acquired by the Society are legally owned by the District. All park improvements acquired by the Society, including those acquired with District funds, are recorded as park improvements on the Societys financial statements. The amount in Other represents construction in progress on capital assets. Once a capital asset is complete and in use, the total amount for that project is closed out of construction in progress and transferred to park improvements. X 2 The Society is a not-for-profit corporation and is exempt from tax under the provisions of Internal Revenue Code Section 501c3, except for taxes on unrelated business income. The Society has no liability for uncertain tax positions, therefore the Society does not include such a footnote as it is no longer required by generally accepted accounting principles. XI 4b Other Adjustments - Fundraising Event Expense -694,691 Rounding and Misc adjustments -10,682 XII 2d Other Adjustments - change in market value of swap agreements 141,172, Fundraising Event Expense 694,691 Rounding and Misc adjustments 8780 true Central America and the Caribbean grants to recipients for fieldwork in the region 7000 East Asia and the Pacific grants to recipients for fieldwork in the region 5800 East Asia and the Pacific program services attend conservation related conferences 15545 Europe Including Iceland and Greenland grants to recipients for fieldwork in the region 7000 Europe Including Iceland and Greenland program services attend conservation related conferences 1211 Europe Including Iceland and Greenland program services exhibit benchmarking 21950 Europe Including Iceland and Greenland program services memberships in conservation organizations 29635 North America program services attend conservation related conferences 86436 South America grants to recipients for fieldwork in the region 33547 South America program services conservation fieldwork 17174 South Asia grants to recipients for fieldwork in the region 5910 Sub-Saharan Africa program services conservation education 13186 Sub-Saharan Africa grants to recipients for fieldwork in the region 46011 Sub-Saharan Africa program services conservation fieldwork 5651 296056 296056 East Asia and the Pacific Conservation Fieldwork 5800 WT Europe Including Iceland and Greenland Conservation Fieldwork 7000 WT Sub-Saharan Africa Conservation Fieldwork 7000 check Central America and the Caribbean Conservation Fieldwork 7000 check South America Conservation Fieldwork 22047 check South America Conservation Fieldwork 6500 check 6 Conservation Fieldwork Sub-Saharan Africa 5 25551 Wire Transfer Conservation Fieldwork Sub-Saharan Africa 2 13460 check Conservation Fieldwork South Asia 1 5910 Wire Transfer false false false false false false Part I Line 2 The Society awards grants through its Chicago Board of Trade Endangered Species Fund CBT ESF. Grant proposals are reviewed by a team of three. Proposals may be endorsed by an IUCN Species Survival Committee or other major, internationally known conservation organization, the AZA/WAZA, or other major zoo organization. For any individuals/organizations who are not US Citizens/entities, the Society checks the most recent OFAC Control List of Specifically Designated and Blocked Persons as well as the Consolidated List established and maintained by the 1267 Committee with respect to Al-Qaida, Osama Bin Laden, and the Taliban and other individuals, groups, undertakings and entities associated with them. Approximately 100k is awarded each year, usually in amounts of 5000 to 7000 per grant. Final award recommendations are presented to the Board of Trustees by the CBOT Advisory Committee members. Final reports are due 1 year after the receipt of the funds along with a final accounting of the grant funds expended. In addition, other grant funds are given by the Society to major, internationally known conservation organizations in support of their general conservation mission. These contributions are determined by Society management. They are approved by the Board either as part of the annual operating budget process or as part of a periodic spending authorization from the Societys Board Designated Conservation Fund. Part I Line 2 contd The Society also holds funds raised for pangolin conservation programs. A small number of research grants are awarded from these funds each year. The grants awarded from these funds are approved by the Pangolin Consortium Group. This group is composed of staff from the Society and other like-minded institutions. The group has written grant application, awarding, tracking and reporting processes in place. All grant payments approved by the group must follow the Societys established internal procedures before payment is made. Part I Line 3, Col F , Part II Line 1, and Part III All expenditures are reported using the accrual method of accounting. X X X X X X X true Community Counselling Service Co LLC 527 Madison Ave Fifth Floor New York NY 10022 fundraising consulting false 197375 Miles River Direct 19 Boardman Lane Hamilton MA 01982 fundraising consulting false 11000 Virtual Marketing LLC 222 Merchandise Mart Plaza Ste 2200 Chicago IL 60654 fundraising consulting false 10000 218375 FL IL IN WI Whirl Gala 1535924 1413424 122500 56012 166301 14000 187539 Conservation Leadership Awards Dinner 321600 297250 24350 16712 72235 34448 4 309100 253685 55415 6317 83495 101521 2166624 1964359 202265 79041 322031 14000 323508 738580 -536315 42433 3000 6776 true 0.33000 42433 3000 6776 9776 32657 true false true false 0.50000 0.50000 H Bilcer 3300 Golf Road Brookfield IL 60513 false C Brueggemann 899 As Sr. VP of Development, Ms. Brueggemann spent a small portion of her time supervising raffles. X false true The Biodiversity Group 10980 Rudasill Rd Tucson AZ 85743 203091062 501c3 6500 Pangolin Conservation Pangolin Conseravtion and Research Foundation 21095 State Rt 245 Marysville OH 43040 920508206 501c3 17000 Pangolin Conservation 2 Educ. Scholarship for Conservation Education 6 30000 Conservation Leadership Award 1 2500 Part I Line 2 CZS awards grants and assistance through a variety of programs. For awards under the CBT ESF and Pangolin Conservation Programs, as well as general contributions to major conservation organizations, see details in Schedule F, part V. CZS also provides grants and assistance through its educational scholarship programs. CZS maintains records to substantiate amounts, elegibility and selection criteria. Procedures are in place to monitor grants to ensure they are used for proper purposes including, where applicable, periodic reporting by the grantee. X X X true true X X X X X false true false false false false false true false Dr Michael Adkesson President and CEO 580728 60000 52130 65254 39299 797411 David E Burns Chief Financial and Admin. Officer 374481 10000 4384 56923 26486 472274 Cathleen Brueggemann Sr. VP Development 311826 5000 787 35571 11691 364875 Andrea S Rodgers Sr. VP Guest Experience Operations 244569 241 21778 11155 277743 Jennifer L Baader Sr. VP Govt Affairs 235908 208 5442 25553 267111 Sandra L Dornhecker Sr. VP Human Resources 215442 10298 3201 25410 254351 Dr Sathya K Chinnadurai Sr. VP Animal Health Welfare 214186 319 6632 37883 259020 Heather Bilcer VP Finance 193263 1797 4688 1552 201300 Randall Wells VP Marine Mammal Conservation 183259 10912 3988 25027 223186 Melissa Lewkowich VP Risk Facilities Mgmt 185547 901 5750 25340 217538 Shannon Heston VP Information Technology 181687 184 1369 37697 220937 Jerome E Johnston VP Guest Services Operations 139140 38335 5302 5666 188443 Part I Line Line 1a As provided for in the executive employment agreement approved by the Board of Trustees, the President received a housing allowance and a gross up payment equivalent to the tax obligation for the value of the Society provided life insurance. Both were treated as taxable compensation to the President. Part I Line Line 1a The Society paid for Chicago Club and Economic Club of Chicago dues for the President. These organizations were only used for business purposes and were not treated as taxable compensation. Part I Line Line 4b The Society has a non qualified 457f Plan for select management employees. As approved by the Board of Trustees, deferred contributions were credited to the Plan during fiscal year 2025 on behalf of the President, the Chief Financial and Admin Officer, the Sr. VP of Development and the Sr. VP Guest Experience and Operations totaling 157,500. Employer contributions and related earnings and losses vest under a rolling 3 year vesting option, vesting on the first day of the 3rd plan year beginning after the plan year during which each employer contribution credit was made, or upon the participants death or long-term disability. Prior to vesting, all benefits are subject to risk of forfeiture. Part I Line Line 7 As indicated in Schedule J part II, certain individuals received bonuses based on performance. All bonuses were approved by the Board of Trustees. A Village of Brookfield Cook County IL 366005807 112732AAO 2008-06-18 39850000 Construction and renovation of certain buildings and exhibits false false false A 10930000 39850000 595445 296598 30539559 8418398 2010 false false true true A false false false false false false true A false true true true The Northern Trust Co 0000000010.000000000000 false false false false true A true Part II Line 1A Some proceeds of the bonds were used to retire a portion of the bonds as reported in Part II, Line 1A Part IV Line 2c Column A The rebate calculation was performed by an independent rebate consultant in March 2013 indicating no rebate was due and advising that as long as all assumptions remained true it was no longer necessary to compute excess with respect to these bonds. Part II Line 11A Proceeds used for partial early redemption of bond issue. Jay BergmanFirst Secure Bank & Trust Co Trustee Construction X 5848564 5848564 false true true 5848564 Jay Bergman Trustee 259853 Loan Interest false Stan Pepper Trustee 32037981 Construction contracts false Part II Line 1 Mr. Bergman, a Trustee on the Societys Board, owns greater than 35 stock in First Secure Bank Group, Inc., which owns 100 of First Secure Bank and Trust Company. During FY24, The Society entered into a construction and term loan agreement with First Secure Bank and Trust Company. The loan terms and interest rate are comparable or more favorable than market rates. This financing transaction followed the Societys established procurement and financing policies and was approved by the Board of Trustess. Part IV Line 1 During FY25, the Society paid interest on the loan referenced in Part II line 1. Part IV Line 2 Mr Pepper, a Trustee on the Societys Board, together with a family member controls greater than 35 of the voting power of Pepper Construction Company. During FY25, the Society made payments to Pepper Construction under construction contracts for two capital projects. The contract terms are at market rates and followed the Societys established procurment policies. The contracts were approved by the Finance Committee of the Board of Trustees. X 7782 cost or selling price X 28 2806371 price of stock on gift date X 2 31801 vendor estimated value X 1 1200 cost or selling price X 34 X Operating supplies 19 46355 cost or selling price X Charity Auction Items 28 43889 cost or selling price X Charity Raffle Items 7 6776 cost or selling price X Charity Fundraiser Supplies 1 600 cost or selling price false true true Part I Line 32b The Society has an agreement with IDonate to process certain non cash donations on behalf of the Society. Donors donate their items to IDonate Foundation/Servant Foundation, a 501c3 organization, who sells the items, retains a commission and issues a cash grant to the Society for the remainder. Part I Line 33 Securities Current year contributions of stock which represent payments on pledges recorded as contribution in a previous year are not included in the revenue shown on Form 990, Part VIII, Line 1g. Stock gifts which represent payments of Conditional Contributions for which the conditions for revenue recogntion have not yet been met are also not included in the revenue shown on Form 990, Part VIII, Line 1g. Part I Line 33 Collection Items/Scientific Specimens A zero dollar amount was reported on Form 990, Part VIII, Line 1g because the Society does not capitalize its collection, as allowed under SFAS 116. Form 990, Part VI, Section A, Line 1A The fiscal, general oversight, and policies of the Society are vested in a Board of not more than 58 Trustees. As of March 31, 2025, there were 44 voting Trustess. The elected Officers of the Board, the chairs of the standing committees and such other Trustees as may be appointed by the Chairman constitute the Executive Committee. The Executive Committee has the power to transact all regular business of the Society during the period between the regular Board meetings. Form 990, Part VI, Section A, Line 3 All restaurant, retail and catering operations are outsourced to a third party service provider. Form 990, Part VI, Section A, Line 6 The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Exectuive Committee. Governing Members are chosen by the Nominating Committee of the Board of Trustees and voted on by the full Board of Trustees. Form 990, Part VI, Section A, Line 7A The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on the Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Govenance Committee of the Board of Trustees and voted on by the full Board of Trustees. Form 990, Part VI, Section B, Line 11B The IRS Form 990 is prepared by Societys management and reviewed and signed by the Societys tax advisor. The Form 990 is also reviewed by the Audit Committee of the Board of Trustees and a copy of the entire final version of the form is also made available to the Board of Trustees prior to filing with the IRS. Form 990, Part VI, Section B, Line 12C Annually, a conflict of interest form is sent out to all members of the Board of Trustess, Key Employees and any employee with purchasing authority. The form covers potential conflicts through financial interests, use of Society services, priviledged information and representation of Society interests. It also covers specific disclosures required by the IRS Form 990 and the Illinois AG990IL. Board of Trustees responses are reviewed by the Secretary of the Board and the Chief Financial and Admin. Officer who together determine if a conflict exists. Employee responses are reviewed by the Sr. VP Human Resources and the Chief Financial and Admin. Officer. Any conflicts are addressed to ensure that all internal procedures are followed for any transactions with that individual and that all items requiring disclosure are properly noted. Any Board members with a conflict must abstain from voting on decisions involving the transaction in question. Any transactions entered into with interested parties follow the Societys established procurement policies and are provided at rates competitive with market rates. Form 990, Part VI, Section B, Line 15A and 15B The Societys policy for approval of compensation arrangements with officers and certain senior employees requires review and approval of the compensation arrangement by the Executive Committee of the Board, excluding anyone who is related to or under the control of the person involved in the arrangement. The Committee relies on appropriate comparability data which indicates the types and levels of similar compensation and benefit packages for similar positions provided by similar organizations. The Committee documents the basis for its determination of the reasonableness of compensation. This process is done annually for the President, Chief Financial and Admin Officer, Sr VP of Guest Experience and the Sr. VP Development in any year where there is an increase in compensation. Form 990, Part VI, Section C, Line 19 Governing documents are available through applicable governmental agencies the conflict of interest policy and financial statements are available upon written request to the Society. Form 990, Part XI, Line 9 Other Changes in net assets or fund balances Changes in Post Retirement Benefits not yet recognized in operations -213,812 change in market value of swap agreements -141,172 change in pledge reserve -602,000 rounding and other 1714.