2018-05-17T07:23:28-05:00 2017-09-30 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2016-10-01 750964982 DALLAS ZOOLOGICAL SOCIETY DALL 4695547400 650 SOUTH R L THORNTON FREEWAY DALLAS TX 752032996 GAYLE ANDERSON CFO 4695547400 2018-05-16 1 JAMES A YOUNGBLOOD CPA P00047431 2148717500 2016 2022-09-23 18:48:47Z GAYLE ANDERSON 650 SOUTH R L THORNTON FREEWAY DALLAS TX 752032996 6703349 0 X WWW.DALLASZOO.COM X 1955 TX SEE PART III, LINE 1 47 47 0 47 0 0 10431551 5988089 50356 37860 356 233 54615 166775 10536878 6192957 2356599 1121410 0 0 1983757 1985187 112851 173437 611647 9950582 9397499 14403789 12677533 -3866911 -6484576 13623360 10521560 3157767 6540543 10465593 3981017 X SUPPORT OF THE DALLAS ZOO AS AN OUTSTANDING CENTER OF EDUCATION,ENTERTAINMENT AND WILDLIFE CONSERVATION THROUGH FUNDRAISING,VOLUNTEERISM, PROMOTING PUBLIC AWARENESS AND PARTICIPATION, ANDENHANCING THE VISITOR EXPERIENCE. 0 0 8083095 1121410 DALLAS ZOO GENERAL SUPPORT - THIS PROGRAM SERVICE ACTIVITYINCLUDES SUPPORT OF SPECIFIC ZOO PROJECTS, INCLUDING CONSTRUCTION OFHIPPO OUTPOST, DESIGN OF ZOO EXPANSIONS, AND GRANTS TO DALLAS ZOO MANAGEMENT, INC. FOR SUPPORT OF ZOO OPERATIONS. 1195463 37860 MARKETING EXPENDITURES TO SUPPORT THE DALLAS ZOO. 1188212 141355 MEMBERSHIP ACTIVITIES - DALLAS ZOO EXPENDITURES RELATED TO MAINTAINING 24,426 MEMBERSHIPS. 287631 116472 OTHER PROGRAM ACTIVITES 287631 116472 10754401 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 32 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 X 47 47 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X BARBARA CHRIST 4695547400 650 SOUTH RL THORNTON FWY DALLAS TX 75203 X WILLIAM J ALCORN DIRECTOR 1.50 0.00 X 0 0 0 THOMAS F ALLEN JR DIRECTOR 1.00 0.00 X 0 0 0 NICOLE ANDERSON DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER BURR ALTABEF DIRECTOR 1.00 0.00 X 0 0 0 ALEX G ARELLANO DIRECTOR 1.00 0.00 X 0 0 0 HOLLY BOCK DIRECTOR 1.00 0.00 X 0 0 0 BARBARA DASEKE DIRECTOR 1.00 0.00 X 0 0 0 JESUS H DELGADO-JENKINS DIRECTOR 1.00 0.00 X 0 0 0 DIANE BRIERLEY VICE CHAIRMAN 2.00 0.00 X X 0 0 0 LANE BRITAIN DIRECTOR 1.50 0.00 X 0 0 0 SCOTT ELLINGTON DIRECTOR 1.00 0.00 X 0 0 0 PEYTON COOK DIRECTOR 1.00 0.00 X 0 0 0 EMILY CORRIGAN DIRECTOR 1.00 0.00 X 0 0 0 KAREN DRAYER DIRECTOR 1.00 0.00 X 0 0 0 STEVEN H DURHAM DIRECTOR 1.50 0.00 X 0 0 0 KARA GOSS DIRECTOR 0.50 0.00 X 0 0 0 RUBEN E ESQUIVEL DIRECTOR 1.00 0.00 X 0 0 0 LOIS FINKELMAN VICE CHAIRMAN 1.50 0.00 X X 0 0 0 MARTHA D FORDYCE DIRECTOR 1.00 0.00 X 0 0 0 ANGELA Y GUILLORY DIRECTOR 1.00 0.00 X 0 0 0 STEVEN MACKENZIE DIRECTOR 1.00 0.00 X 0 0 0 DENISE GLAZER DIRECTOR 1.50 0.00 X 0 0 0 NEVIN GRINNELL DIRECTOR 1.50 0.00 X 0 0 0 G MICHAEL GRUBER IMMEDIATE PAST CHAIRMAN 3.50 0.00 X X 0 0 0 CINDY M GUMMER DIRECTOR 1.50 0.00 X 0 0 0 KEVIN R HANRAHAN VICE CHAIRMAN 2.00 0.00 X X 0 0 0 MARK S WALSH DIRECTOR 1.00 0.00 X 0 0 0 RICHARD 0 KOPF DIRECTOR 1.50 0.00 X 0 0 0 JOHN I LEVY DIRECTOR 2.00 1.00 X 0 0 0 VERONICA S LEWIS DIRECTOR 1.00 0.00 X 0 0 0 JERRY MILLER DIRECTOR 1.00 0.00 X 0 0 0 DAWN MOORE DIRECTOR 1.00 0.00 X 0 0 0 RUTH O'DONNELL MUTCH DIRECTOR 1.50 0.00 X 0 0 0 STEPHEN B L PENROSE TREASURER 2.00 2.00 X X 0 0 0 DOUGLAS E RABE DIRECTOR 1.00 0.00 X 0 0 0 M BRAD REJEBIAN DIRECTOR 1.50 0.00 X 0 0 0 DARREL A RICE DIRECTOR/ GENERAL COUNSEL 1.00 5.00 X 0 0 0 RODOLFO RODRIGUEZ JR DIRECTOR 1.00 0.00 X 0 0 0 JUSTIN A SHIPLEY DIRECTOR 1.50 0.00 X 0 0 0 THOMAS H STEWART DIRECTOR 1.00 0.00 X 0 0 0 PATTY STONE DIRECTOR 1.00 2.00 X 0 0 0 ANN STUART PHD DIRECTOR 1.50 0.00 X 0 0 0 GAYLA VON EHR VICE CHAIRMAN/ SECRETARY 2.00 0.00 X X 0 0 0 JOAN WALNE CHAIRMAN 3.50 0.00 X X 0 0 0 CHUCK WHITTEN DIRECTOR 1.00 0.00 X 0 0 0 GARY WOJTASTEK DIRECTOR 1.00 0.00 X 0 0 0 CARTER WOOD DIRECTOR 1.50 0.00 X 0 0 0 GREGGORY HUDSON PRESIDENT & CEO 25.00 25.00 X 0 369272 12646 WILLIAM L EVANS SPECIAL CSL 10.00 40.00 X 0 164681 13104 GAYLE ANDERSON CFO & VP, FINANCE & ADMIN. 15.00 35.00 X 0 174800 3022 LACEY LAPOINTE VP OF ADVANCEMENT 40.00 5.00 X 0 204746 19557 BARBARA CHRIST SENIOR DIRECTOR OF FINANCIAL SERVICE 35.00 15.00 X 0 108481 8605 KAREN HAMILTON ASSOCIATE VP OF ADVANCEMENT 40.00 5.00 X 0 128473 9629 LAURIE HOLLOWAY DIRECTOR OF MARKETING/COMMUNICATIONS 40.00 10.00 X 0 103670 9660 0 1254123 76223 0 0 1 0 TURNER CONSTRUCTION CO 10100 N CENTRAL EXPRESSWAY 600 DALLAS TX 75231 CONSTRUCTION SERVICES 5337062 SCHULTZ & WILLIAMS INC 1617 JFK BLVD SUITE 1700 PHILADELPHIA PA 19103 FUNDRAISING CONSULTING 313073 CLR DESIGN 833 CHESTNUT ST SUITE 1000 PHILADELPHIA PA 19107 ARCHITECTURAL DESIGN 132954 3 X 2609180 1046970 2331939 217005 5988089 MARKETING REVENUE 541800 37860 37860 37860 233 233 38000 0 38000 38000 38000 373840 1046970 508986 -135146 -135146 7500 1406 6094 6094 MEMBER DISCOUNT TICKET 713990 141355 141355 CITY PASS REVENUE 900099 87764 87764 MISCELLANEOUS INCOME 900099 28708 28708 257827 6192957 295687 0 -90819 1121410 1121410 512008 324887 187121 1160074 1109216 50858 33428 33428 155479 93954 31167 30358 124198 77198 23808 23192 345 345 44000 44000 173437 173437 179111 177733 1378 473463 428068 45395 118661 99953 13121 5587 32188 30688 1500 3571 3571 15202 5488 3442 6272 29310 8724 16747 3839 96989 96989 112723 5292 107173 258 97243 97243 ZOO SUPPORT 6961685 6961685 MISCELLANEOUS EXPENSE 669792 107487 467291 95014 MEMBERSHIP PROMOTION 404889 369178 35711 OTHER MARKETING ACTIVIT 158327 158327 12677533 10754401 1311485 611647 2697487 4828910 4406457 350616 3796833 2728855 33019 29134 279873 22416 303324 197269 2562811 553897 2106367 2008914 0 355446 13623360 10521560 1301210 180392 1455604 1866239 4385000 400953 108912 3157767 6540543 X 5004452 2475347 5125527 1170056 335614 335614 10465593 3981017 13623360 10521560 -6484576 0 X 0 1 X 1 0 X 4959238 9425578 6941899 10431551 5988089 37746355 4959238 9425578 6941899 10431551 5988089 37746355 7196299 30550056 7914 26834 36000 36856 38233 145837 372649 384103 575342 451479 639167 2422740 40314932 2468001 0.75780 0.75090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISER REVENUE - 2012 AMOUNT: $ 190,152. 2013 AMOUNT: $ 195,898. 2014 AMOUNT: $ 305,582. 2015 AMOUNT: $ 168,976. 2016 AMOUNT: $ 373,840. RAFFLE REVENUE - 2013 AMOUNT: $ 10,000. 2014 AMOUNT: $ 29,190. 2015 AMOUNT: $ 12,400. 2016 AMOUNT: $ 7,500. OTHER REVENUE AS SHOWN ON FORM 990PART VIII LINE 11 - 2012 AMOUNT: $ 182,497. 2013 AMOUNT: $ 178,205. 2014 AMOUNT: $ 240,570. 2015 AMOUNT: $ 270,103. 2016 AMOUNT: $ 257,827. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 12677533 12677533 783877 195969 0 0 0 0 0 0 PART II-A LOBBYING ELECTION THE SOCIETY HAS HAD A 501(H) ELECTION IN EFFECT SINCE 1995 BUT DOES NOT CURRENTLY ENGAGE IN LOBBYING ACTIVITIES. 338386 17060 355446 100000 235614 335614 100000 100000 0.00000 0.94420 0.05580 1 0 597316 597316 1965495 553897 1411598 2008914 DUE TO DALLAS ZOO MANAGEMENT 108912 108912 X 6192146 4653 -5464 -811 6192957 0 6192957 12676722 4653 4653 12672069 5464 5464 12677533 PART V, LINE 4: THE ORGANIZATION INTENDS TO USE THE $100,000 ENDOWMENT FUND TO SUPPORT A NEW HIPPO EXHIBIT AND THE $235,614 ENDOWMENT FUND TO SUPPORT THE SAVANNA EXHIBIT. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE FOLLOWING IS THE TEXT FROM THE FOOTNOTES OF THE SOCIETY'S AUDITED FINANCIAL STATEMENTS: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE (THE "CODE"), EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ADDITION, THE SOCIETY HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE ("IRS") NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. FOR THE YEARS ENDED SEPTEMBER 30, 2017 AND 2016, THE SOCIETY HAD NO NET UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GAAP REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SOCIETY'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. A RECONCILIATION IS NOT PROVIDED HEREIN, AS THE BEGINNING AND ENDING AMOUNTS OF UNRECOGNIZED BENEFITS ARE ZERO, WITH NO INTERIM ADDITIONS, REDUCTIONS, OR SETTLEMENTS. THE SOCIETY IS RELYING ON ITS TAX EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS. HOWEVER, THE CONCLUSIONS REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WILL BE SUBJECT TO REVIEW AND MAY BE ADJUSTED AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF. THE SOCIETY RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. THE SOCIETY'S INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THE LATER OF THE DUE DATE OR DATE OF FILING. AS A RESULT, THE SOCIETY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO FISCAL YEAR 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSED FUNDRAISER EXPENSE -5,464. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSED FUNDRAISER EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSED FUNDRAISER EXPENSE 5,464. SCHEDULE D, PART V, COLUMNS A AND B BEGINNING OF YEAR BALANCE IN COLUMN (A) DIFFERS FROM END OF YEAR BALANCE IN COLUMN (B) BY $2,772 DUE TO PRIOR PERIOD ADJUSTMENTS RECORDED IN THE AUDITED GAAP FINANCIAL STATEMENTS DURING ITS FISCAL YEAR ENDING 9/30/2017. X X X X X X 1 SCHULTZ & WILLIAMS 325 CHESTNUT ST 700 PHILADELPHIA PA 19106 SPRING 2017 ACQUISITION 0 717875 173437 544438 717875 173437 544438 ZOO TO DO 1420810 1046970 373840 72856 183986 83243 11475 157426 1420810 1046970 373840 72856 183986 83243 11475 157426 508986 -135146 SCHEDULE G, PART I, LINE 2: COMPENSATION OF PROFESSIONAL FUNDRAISERS THE SOCIETY CONTRACTS WITH VARIOUS ENTITIES FOR FUNDRAISING CONSULTING SERVICES. CONTRACTS DISTINGUISH BETWEEN FEES, WHICH ARE AGREED UPON IN ADVANCE, AND REIMBURSABLE EXPENSES, WHICH ARE TYPICALLY ESTABLISHED IN A PROJECT BUDGET. FOR THE LARGEST PROFESSIONAL FUNDRAISERS, CONSULTING IS PROVIDED IN ACCORDANCE WITH A STATEMENT OF WORK WHICH SPECIFIES THE PROJECT TERM, BILLING SCHEDULE, AND OTHER SIGNIFICANT TERMS. REIMBURSABLE EXPENSES ARE SPECIFICALLY IDENTIFIED IN THE CONSULTANTS' BILLINGS TO THE SOCIETY AND ARE BASED ON REASONABLE, ACTUAL OUT-OF-POCKET EXPENDITURES ON THE SOCIETY'S BEHALF, SUCH AS TRAVEL, POSTAGE AND DELIVERY, PRINTING, AND TELEPHONE AND FAX CHARGES. THE SOCIETY DID NOT ENTER INTO ANY ARRANGEMENTS WITH FUNDRAISERS UNDER WHICH THE SOCIETY MADE PAYMENTS EXCLUSIVELY FOR EXPENSES. THE FOLLOWING FUNDRAISING EXPENSES WERE REIMBURSED TO PROFESSIONAL FUNDRAISERS LISTED ON SCHEDULE G: SCHULTZ & WILLIAMS $237,887 - POSTAGE, PRINTING & MILEAGE SCHEDULE G, PART II FUNDRAISING EVENTS THE DALLAS ZOOLOGICAL SOCIETY (DZS) HELD A MAJOR FUNDRAISING AUCTION EVENT DURING THE FISCAL YEAR. THE AUCTION HAD GROSS RECEIPTS OF $1,420,810 AND DIRECT EXPENSES OF $508,986, RESULTING IN A NET PROFIT OF $911,824. PER FORM 990 INSTRUCTIONS, DZS IS REQUIRED TO RECLASS THE CHARITABLE PORTION OF ITS FUNDRAISING GROSS RECEIPTS TO FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1C., AND THEREFORE, THE NET EFFECT OF RECLASSING CONTRIBUTIONS OF $1,046,970 FROM GROSS RECEIPTS AFFECTS THE PRESENTATION OF THE FUNDRAISING EVENT'S NET PROFIT AMOUNT, SHOWING A NEGATIVE NUMBER WHEN IN ACTUALITY THE FUNDRAISING EVENTS WERE PROFITABLE AND RAISED MONEY FOR THE ZOO. 1 DALLAS ZOO MANAGEMENT INC 650 SOUTH RL THORNTON FWY DALLAS TX 75203 270777846 501(C)(3) 1082815 0 N/A ZOO SUPPORT & PROJECTS ASSOCIATION OF ZOOS AND AQUARIUMS PO BOX 79863 BALTIMORE MD 21279 550526930 501(C)(3) 38595 0 N/A CONSERVATION SUPPORT 2 PART I, LINE 2: MONITORING USE OF GRANT FUNDS THE SOCIETY TRANSFERRED FUNDS TO DALLAS ZOO MANAGEMENT, INC. ("DZM"), A CONTROLLED ORGANIZATION, FOR USE IN FULFILLING ITS EXEMPT PURPOSE AND FOR SPECIFIC ZOO PROJECTS. THE SOCIETY MONITORS THE USE OF THESE FUNDS THROUGH MONITORING THE PROGRESS OF PROJECTS AND UPDATES ON DZM OPERATIONS BY DZM MANAGEMENT, AND AT THE SOCIETY BOARD MEETINGS. THE ORGANIZATION DOES NOT HAVE A FORMAL PROCESS FOR MONITORING THE USE OF ITS GRANTS BUT DOES WORKS CLOSELY WITH THE RECIPIENTS TO HELP IN THE DECISION MAKING PROCESS REGARDING THE USE OF THE GRANT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 GREGGORY HUDSON PRESIDENT & CEO 0 343672 0 25000 0 600 0 0 0 12646 0 381918 0 0 WILLIAM L EVANS SPECIAL CSL 0 154081 0 10000 0 600 0 4328 0 8776 0 177785 0 0 GAYLE ANDERSON CFO & VP, FINANCE & ADMIN. 0 164500 0 10000 0 300 0 596 0 2426 0 177822 0 0 LACEY LAPOINTE VP OF ADVANCEMENT 0 194146 0 10000 0 600 0 12521 0 7036 0 224303 0 0 PART I, LINE 1A SUPPLEMENTAL INFORMATION REGARDING BENEFITS PROVIDED: -SOCIAL CLUB DUES -BENEFIT IS PROVIDED TO GREGGORY HUDSON, PRESIDENT & CEO -NOT TREATED AS TAXABLE COMPENSATION BENEFIT TO INDIVIDUAL SCHEDULE J, PART II PLEASE SEE SCHEDULE O DISCLOSURE FOR COMPENSATION REPORTED FOR THESE INDIVIDUALS LISTED IN PART II. X 2 96791 FMV X AUCTION NON-CASH 117 72856 FMV X CATERING 22 33000 FMV X MATERIALS 2 13358 FMV X RAFFLE NON-CASH 2 1000 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS AS PERMITTED IN THE INSTRUCTIONS, THE SOCIETY REPORTED THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED, RATHER THAN THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 SEE PART VI, SECTION A, LINE 7 FOR EXPLANATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS THE SOCIETY HAS VARIOUS CLASSES OF MEMBERS AS DETERMINED BY THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. EACH MEMBER IS ENTITLED TO ONE VOTE. THE MEMBERS ELECT THE BOARD OF DIRECTORS. THE MEMBERS MAY ALSO ALTER, AMEND, REPEAL THE EXISTING BYLAWS OR ADOPT NEW BYLAWS. THE MEMBERS ARE NOT ENTITLED TO ANY DISTRIBUTION OF ASSETS OR INCOME FROM THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B RATIFICATION OF DECISIONS BY A NON-MEMBER PURSUANT TO THE MANAGEMENT AGREEMENT, THE CITY OF DALLAS HAS THE RIGHT TO PRE-APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE SOCIETY THAT RELATE TO THE PURPOSE PROVISIONS AND DISSOLUTION AND DISTRIBUTION PROVISIONS. THE SOCIETY MAY NOT DISSOLVE OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL OF ITS ASSETS AND MAY NOT MERGE WITH ANOTHER ENTITY DURING THE TERM OF THE MANAGEMENT AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE FORM 990 WAS REVIEWED IN DETAIL AND APPROVED BY THE FINANCE COMMITTEE. A FINAL COPY OF THE FORM 990 WAS MADE AVAILABLE TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT THE CONFLICT OF INTEREST POLICY WAS DISTRIBUTED TO AND APPROVED BY THE BOARD. ANNUALLY, THE BOARD MEMBERS SIGN AND RETURN AN ACKNOWLEDGEMENT OF THE ETHICS POLICY AND CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCESS FOR OFFICERS AND KEY EMPLOYEES THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO IS REVIEWED AND APPROVED BY THE BOARD'S EXECUTIVE COMMITTEE. AN INDEPENDENT COMPARABILITY IS USED AS A REFERENCE TOOL. THE FINAL COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND SIGNED OFF BY THE CHAIRMAN OF THE BOARD. THE CEO DETERMINES THE COMPENSATION FOR ALL OTHER OFFICERS BASED ON THE NUMBERS IN THE ANNUAL BUDGET, WHICH IS APPROVED BY THE DALLAS ZOOLOGICAL SOCIETY BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, LINES 48 THROUGH 51 AND PART IX, LINE 5 COMPENSATION FOR OFFICERS AND KEY EMPLOYEE THE OFFICERS (GREGGORY HUDSON, WILLIAM EVANS AND GAYLE ANDERSON) AND KEY EMPLOYEE (LACEY LAPOINTE) LISTED IN PART VII ARE COMPENSATED BY THE ORGANIZATION'S RELATED ORGANIZATION, DALLAS ZOO MANAGEMENT, INC. (DZM). THEIR COMPENSATION IN PART VII REFLECTS THEIR 2016 FORM W-2 FROM DZM. PER A SHARED SERVICES AGREEMENT, A PORTION OF THEIR COMPENSATION IS ALLOCATED TO THE DALLAS ZOOLOGICAL SOCIETY FOR THEIR TIME SPENT DEVOTED TO THE ORGANIZATION'S OPERATIONS. THE ORGANIZATION REIMBURSES DZM FOR THEIR ALLOCATED COMPENSATION, AND PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 5 REFLECTS THIS REIMBURSEMENT OF THEIR ALLOCATED COMPENSATION. PART VIII, LINE 8 FUNDRAISING EVENTS THE DALLAS ZOOLOGICAL SOCIETY (DZS) HELD A MAJOR FUNDRAISING AUCTION EVENT DURING THE FISCAL YEAR. THE AUCTION HAD GROSS RECEIPTS OF $1,420,810 AND DIRECT EXPENSES OF $508,986, RESULTING IN A NET PROFIT OF $911,824. PER FORM 990 INSTRUCTIONS, DZS IS REQUIRED TO RECLASS THE CHARITABLE PORTION OF ITS FUNDRAISING GROSS RECEIPTS TO FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1C., AND THEREFORE, THE NET EFFECT OF RECLASSING CONTRIBUTIONS OF $1,046,970 FROM GROSS RECEIPTS AFFECTS THE PRESENTATION OF THE FUNDRAISING EVENT'S NET PROFIT AMOUNT, SHOWING A NEGATIVE NUMBER WHEN IN ACTUALITY THE FUNDRAISING EVENTS WERE PROFITABLE AND RAISED MONEY FOR THE ZOO. DALLAS ZOO MANAGEMENT 650 RL THORNTON FWY DALLAS TX 75203 270777846 MANAGE ZOO TX 501(C)(3) LINE 12A, I DZS 1 0 1 0 1 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 DALLAS ZOO MANAGEMENT INC B 1082815 FMV DALLAS ZOO MANAGEMENT INC O 512008 FMV