2017-09-20T13:30:48-05:00 2016-12-31 COHNREZNICK LLP 7501 WISCONSIN AVENUE 400E BETHESDA MD 208146583 990 2016-01-01 550526930 AMERICAN ASSOCIATION OF ZOOLOGICAL PARKS AND AQUARIUMS INC % PHIL WAGNER AMER 3015620777 8403 COLESVILLE ROAD suite 710 SILVER SPRING MD 20910 DAN ASHE PRESIDENT & CEO 3015620777 2017-09-14 true DANIEL O'SHEA P00957510 3016529100 209.3.217.20 27324320172635000002 2017-09-20 P A374B2DA2F76E50E887EB2922E1B24B26A45450E C9BD7BFECC0ACEE585EACAC0EF6B36E2C7F11580 2016 2021-01-29 14:40:06Z Association of Zoos & Aquariums DAN ASHE 8403 COLESVILLE RD STE 710 SILVER SPRING MD 20910 17094648 false X WWW.AZA.ORG X 1971 WV AZA IS AN EDUCATIONAL organization dedicated to the advancement of zoological parks and aquariums in the areas of conservation, animal welfare, and Conservation education. 13 13 42 350 266840 3022184 4903380 6403845 6909570 387121 336006 595476 637168 10408626 12786124 1106921 1172410 0 0 4592291 4306169 130063 67151 318967 4884198 4881903 10713473 10427633 -304847 2358491 14083113 16221408 5050242 4655264 9032871 11566144 X THE ASSOCIATION IS AN EDUCATIONAL ORGANIZATION DEDICATED TO THE ADVANCEMENT OF ZOOLOGICAL PARKS AND AQUARIUMS IN THE AREAS OF SPECIES CONSERVATION, ANIMAL WELFARE, AND CONSERVATION EDUCATION. false false 2854371 275454 2311071 CONSERVATION EDUCATION: Provides support to AZA members in the development and implementation of zoo and aquarium education programs to advance the understanding of wildlife. Provides on-going professional development opportunities, both on site and online and through conferences, publications, websites, newsletters, etc. Offers opportunities for the exchange of educational information on a range of topics relevant to the zoo and aquarium community. 1179489 0 4646 PUBLIC EDUCATION & COMMUNICATION: Provides educational information to the public, media, zoos and aquariums regarding AZA programs. Monitors industry news. Provides exchange of educational information through publications (newsletter to members, directory, brochures, publications, website). 2381603 885923 CONSERVATION & SCIENCE: AZA facilitates, supports, promotes and coordinates cooperative animal management, conservation and scientific initiatives of AZA member institutions. Program provides grants for conservation through the Conservation Grants Fund. 817422 0 4150669 ACCREDITATION & MEMBERSHIP 1117624 11033 0 GOVERNMENT AFFAIRS 1935046 11033 4150669 8350509 true true false true false false false false false false true false false false true true false true false false true true false true false false false true false true false false false false false false false false false false false false false false false false false true 40 0 true 42 true true true false false false false false false false false false X 13 13 false false false false true true true true true false false true true true true true true true false false MD X PHIL WAGNER 3015620777 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 X Dennis W Kelly Chair 2.0 0.0 X X 0 0 0 JAMES J BREHENY CHAIR Elect 2.0 0.0 X X 0 0 0 Gregg Hudson Vice Chair 2.0 0.0 X X 0 0 0 Steve Burns Past Chair 2.0 0.0 X X 0 0 0 Bob Chastain DIRECTOR 1.0 0.0 X 0 0 0 Peggy Sloan DIRECTOR 1.0 0.0 X 0 0 0 LYNN CLEMENTS DIRECTOR, Through 9/30/16 1.0 0.0 X 0 0 0 Chris Gentile Director 1.0 0.0 X 0 0 0 Amos Morris Director, Through 9/30/16 1.0 0.0 X 0 0 0 Adrienne Rowland Director 1.0 0.0 X 0 0 0 Steve Marshall Director 1.0 0.0 X 0 0 0 Suzanne M Gendron Director 1.0 0.0 X 0 0 0 Christopher Kuhar Director 1.0 0.0 X 0 0 0 John Lewis Director 1.0 0.0 X 0 0 0 Jim Anderson Director 1.0 0.0 X 0 0 0 James D Maddy President & CEO 40.0 0.0 X 460066 0 56695 KRISTIN L VEHRS EXECUTIVE DIRECTOR 40.0 0.0 X 333795 0 27736 PHIL F WAGNER Sr. VP OF FINANCE 40.0 0.0 X 153804 0 44091 JILL D NICOLL Chief Operating Officer 40.0 0.0 X 196920 0 20868 Debborah Luke SR. VP OF Conservation & Sci. 40.0 0.0 X 142496 0 15185 Robert Vernon Sr. VP OF External Affairs 40.0 0.0 X 164135 0 12896 STEVE G OLSON VP OF Federal Relations 40.0 0.0 X 141147 0 34722 John C Keeney Jr General Counsel 40.0 0.0 X 171150 0 3324 Delene L Lewis VP of Accreditation Programs 40.0 0.0 X 110138 0 10696 1873651 0 226213 10 false true false Hilton San Diego Bay Front 1 Park Blvd SAN DIEGO CA 92101 Conference Venue 320135 Centerplate 111 West harbor drive SAN DIEGO CA 92101 Conference Venue 203901 Integrated Event Management 1239 Vista Leaf Drive DECATUR GA 30033 Conference AV 169200 MASTER PRINT INC 8401 Terminal Rd NEWINGTON VA 22122 Printing 166678 Isaacson Miller Inc 263 Summer Street BOSTON MA 02210 Consultant 150319 5 562933 4340447 4903380 ADVERTISING 541800 443540 266840 176700 ACCREDITATION FEES 900099 85500 85500 CONFERENCE FEES 900099 2311071 2311071 MEMBERSHIP DUES 900099 4065169 4065169 PUBLICATION SALES 900099 4290 4290 6909570 148357 148357 0 636812 636812 0 0 0 4496173 4308524 187649 187649 187649 0 0 0 0 0 0 0 0 0 OTHER 900099 356 356 356 12786124 6466386 266840 1149518 1132380 1132380 0 40030 40030 0 1158393 254499 829126 74768 0 2449607 2058738 254853 136016 217328 183839 24953 8536 247545 134948 103935 8662 233296 178038 42576 12682 0 73869 16855 57014 0 48170 0 48170 0 97571 97571 0 67151 67151 0 978354 821324 157030 0 0 746141 696709 48311 1121 265846 154462 111384 0 0 363541 265314 98227 0 259130 201768 54443 2919 0 1669320 1631173 38147 0 0 0 246787 193299 53488 0 38716 9155 29561 0 OTHER PROGRAM COSTS 83980 83980 0 0 OVERHEAD ALLOCATION 287 190215 -197040 7112 OTHERS 10191 6212 3979 0 10427633 8350509 1758157 318967 300 300 2908110 2022298 638416 2613688 591083 761748 0 0 0 0 0 0 0 0 200674 246568 1778759 1211544 753240 567215 8708890 9972935 0 0 0 0 0 0 282400 36656 14083113 16221408 1046733 970748 0 0 3169900 3213823 0 0 0 0 0 0 0 0 0 0 833609 470693 5050242 4655264 X 4031760 4730229 5001111 6835915 0 0 9032871 11566144 14083113 16221408 2358491 174782 X false true X true false X 4730739 5906204 1567722 6879467 9054049 28138181 1735563 2366168 156411 2303526 2315361 8877029 0 0 0 6466302 8272372 1724133 9182993 11369410 37015210 0 0 0 37015210 945056 472723 269482 605386 785169 3077816 0 945056 472723 269482 605386 785169 3077816 23027 12118 0 0 443540 478685 38156 61174 27 157184 356 256897 7472541 8818387 1993642 9945563 12598475 40828608 0.90660 0.90276 0.07538 0.08483 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 117440 117440 10310193 10427633 671382 167846 602271 269937 685674 671382 2229264 3343896 161905 40292 159571 117440 479208 150568 67484 171419 167846 557317 835976 0 0 0 0 561074 430089 130985 549120 514231 34889 668565 267224 401341 567215 0 OTHER LIABILITIES 8966 DEFERRED LEASE INCENTIVE 461727 470693 X 12960906 174782 174782 12786124 12786124 10427633 10427633 10427633 Part X, Line 2 In accordance with the provisions in Income Taxes, Topic 740 of the FASB Financial Accounting Standards Codification ("FASB ASC"), AZA has performed an evaluation of its tax positions and believes it has appropriate support for its tax positions taken, therefore, there is no provision in the consolidated financial statements for interest and penalties related to unrecognized tax benefits. It is the policy of AZA to record interest and penalties related to income taxes on unrecognized tax benefits in general and administrative expense on the consolidated statement of activities and in income taxes payable on the consolidated statement of financial position. Tax years prior to 2013 are no longer subject to examination by the IRS or the State of Maryland. true North America 0 0 Grantmaking Conservation 30030 Europe (Including Iceland and Greenland) 0 0 Grantmaking Meeting 10000 0 0 0 0 40030 40030 North America Conservation 16850 wire North America Conservation 13180 wire Europe (Including Iceland and Greenland) Meeting 10000 wire 3 false false false false false false Part I, Line 2 GRANT APPLICATIONS ARE REVIEWED BY A SCIENTIFIC ADVISORY COMMITTEE AND FUNDING RECOMMENDATIONS ARE APPROVED BY THE AZA BOARD OF DIRECTORS. ASSOCIATION STAFF ARE RESPONSIBLE FOR OVERSIGHT OF THE GRANT AND REPORTING PROCESS. X X X X X true Schultz and Williams Consulting false 67151 67151 true ZOO ATLANTA 800 CHEROKEE AVENUE SE ATLANTA GA 30315 581655184 501(C)(3) 85000 Conservation ST LOUIS ZOO ONE GOVERNMENT DRIVE ST LOUIS MO 63110 431727309 501(C)(3) 70000 CONSERVATION Reid Park Zoo 1100 S Randolph Way Tucson AZ 85716 942379052 501(C)(3) 108100 Nature Education HOUSTON ZOO 1513 CAMBRIDGE STREET HOUSTON TX 77002 741590271 501(C)(3) 10000 Nature Education TENNESSEE AQUARIUM PO BOX 11048 CHATTANOOGA TN 37401 581837154 501(C)(3) 10000 Nature Education North Carolina Zoological Society 4403 Zoo Parkway Asheboro NC 27205 560990900 501(C)(3) 26650 CONSERVATION Trunks & Leaves Inc 391 Walnut Street Unit 3 Newtonville MA 02460 453996546 501(C)(3) 24930 Conservation WILDLIFE CONSERVATION SOCIETY 2300 Southern Boulevard Bronx NY 10460 131740011 501(C)(3) 38029 Conservation/Nature WAVE Foundation APPLE VALLEY MN One Aquarium Way Newport KY 41071 611325992 501(C)(3) 24600 Penguin Tag The Peregrine Fund 5668 West Flying Hawk Lane Boise ID 83709 231969973 501(C)(3) 21635 Conservation Mississippi State University PO Drawer 5227 MS State MS 39762 646000819 T30 21564 Conservation Chicago Zoological Society 3300 Golf Rd Brookfield OH 60513 362167016 501(C)(3) 21280 Nature Education Denver Zoological Gardens 2300 STEELE STREET DENVER CO 80205 840502539 501(C)(3) 10000 CONSERVATION/Nature LINCOLN PARK ZOO 2001 N CLARK STREET CHICAGO IL 60614 362512404 501(C)(3) 325377 CONSERVATION INTERNATIONAL CRANE FOUNDATION PO BOX 447 BARABOO WI 53913 391187711 501(C)(3) 22560 CONSERVATION San Diego Zoo Global 123 Camino De la Reina Suite 1005 San Diego CA 92108 951648219 501(C)(3) 20400 Vaquita ZCOG 8403 Colesville Rd STE 710 Silver Spring MD 20910 752376327 501(C)(3) 17745 Conservation National Mississippi River Museum & Aquarium 350 E 3rd Street Dubuque IA 52001 646000819 501(C)(3) 17534 Conservation Blank Park Zoo Foundation 7401 SW 9th St Des Moines IA 50315 421171821 501(C)(3) 10000 Nature Education Virginia Zoological Society Inc 3500 Granby Street Norfolk VA 23504 510253147 501(C)(3) 14229 Conservation Mystic Aquarium 55 Coogan Blvd Mystic CT 06355 061480300 501(C)(3) 10000 Conservation ICPWA Inc (The Wilds) 14000 International Road Cumberland OH 43732 510157624 501(C)(3) 10000 Nature Education Dallas Zoological Society 650 S RL Thornton Fwy Dallas TX 75203 750964982 501(C)(3) 10000 Meeting/Nature Education Greenville Zoo 150 Cleveland Park Drive Greenville SC 29601 576000236 501(C)(3) 10000 Education Mote Marine Laboratory 1600 Ken Thompson Parkway Sarasota FL 34236 590756643 501(C)(3) 10000 Nature Education Oglebay Foundation 465 Lodge Drive Wheeling NJ 26003 550750128 501(C)(3) 10000 Nature Education Pueblo Zoo 3455 Nuckolls Avenue Pueblo CO 81005 840723360 501(C)(3) 10000 Nature Education Sequoia Park Zoo 3414 W Street Eureka CA 95503 562410108 501(C)(3) 10000 Nature Education Smithsonian Institution 1000 Jefferson Drive SW Washington DC 20560 530206027 501(C)(3) 24800 Conservation North Carolina Zoological Society 4403 Zoo Parkway Asheboro NC 27205 560990900 501(C)(3) 10000 Nature Education The Phoenix Zoo 455 N Galvin Parkway Phoenix AZ 85008 860174843 501(C)(3) 10000 Nature Education Dallas Zoo 650 S R L Thornton Freeway Dallas TX 75203 750964982 501(C)(3) 7500 Penguin Nest Cleveland Metroparks Zoo 3900 Wildlife Way Cleveland OH 44109 340816490 501(C)(3) 7260 Nature Education 32 1 PART I, LINE 2 GRANT APPLICATIONS ARE REVIEWED BY A SCIENTIFIC ADVISORY COMMITTEE AND FUNDING RECOMMENDATIONS ARE APPROVED BY THE AZA BOARD OF DIRECTORS. ASSOCIATION STAFF ARE RESPONSIBLE FOR OVERSIGHT OF THE GRANT AND REPORTING PROCESS. X X X false true false false false false false true false James D Maddy President & CEO 274811 0 0 0 185255 0 26500 0 30195 0 516761 0 133000 0 KRISTIN L VEHRS EXECUTIVE DIRECTOR 234208 0 22000 0 77587 0 25186 0 2550 0 361531 0 72000 0 Debborah Luke SR. VP OF Conservation & Sci. 142496 0 0 0 0 0 15185 0 0 0 157681 0 0 0 JILL D NICOLL Chief Operating Officer 196920 0 0 20868 0 217788 0 Robert Vernon Sr. VP OF External Affairs 159135 0 5000 0 0 0 12896 0 0 0 177031 0 5000 0 STEVE G OLSON VP OF Federal Relations 139147 0 2000 0 0 0 14166 0 20556 0 175869 0 2000 0 PHIL F WAGNER Sr. VP OF FINANCE 143804 0 10000 0 0 0 14500 0 29591 0 197895 0 10000 0 John C Keeney Jr General Counsel 171150 0 0 0 0 0 3324 0 0 0 174474 0 0 0 Part I, Line 4b JAMES D. MADDY PARTICIPATED IN AZA'S 457F PLAN AND RECEIVED PAYMENTS (WITHDRAWALS) FROM THE 457F PLAN TOTALING $137,400 IN 2016. Kristin VEHRS PARTICIPATED IN AZA'S 457F PLAN AND RECEIVED PAYMENTS(WITHDRAWALS) FROM THE 457F PLAN TOTALING $77,587 IN 2016. Part I, Line 7 AZA PROVIDED BONUS PAYMENTS TO VARIOUS SENIOR MANAGEMENT STAFF ONCE APPROVED BY THE BOARD CHAIR. PAGE 1, BOX C THE AMERICAN ASSOCIATION OF ZOOLOGICAL PARKS & AQUARIUMS, INC., D/B/A: 1. ASSOCIATION OF ZOOS & AQUARIUMS 2. AZA PART VI, LINE 6 THE ORGANIZATION HAS MEMBERS AS SET FORTH IN ARTICLE VI OF THE BYLAWS. PART VI, LINE 7A THE MEMBERSHIP ELECTS ON AN ANNUAL BASIS, THE GOVERNING BODY PURSUANT TO ARTICLE IV, SECTION 2 OF THE BYLAWS. PART VI, LINE 7B MEMBERS HAVE VOTING RIGHTS WITH RESPECT TO AMENDMENTS OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND OTHER MAJOR DECISIONS (SUCH AS DISSOLUTION OR MERGER DECISIONS) PURSUANT TO ARTICLE IX OF THE BYLAWS. PART VI, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT AUDIT FIRM IN CONJUNCTION WITH THE AZA SENIOR VICE PRESIDENT OF FINANCE. THE DRAFT FORM 990 IS REVIEWED BY LEGAL COUNSEL, CEO, AND EXECUTIVE DIRECTOR. THE DRAFT IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE IRS. PART VI, LINE 12C The organization's historic practice has been for members of the Board of Directors to sign an acknowledgment of the Conflict of Interest Policy upon commencement of their term on the Board, and thereafter for any Board members with a conflict or potential conflict to timely disclose this and not participate or deliberate on any such matter. The organization asks officers and key employees to similarly acknowledge the Conflict of Interest Policy. All Board members, officers and key employees are asked to sign an annual statement reiterating such acknowledgment and disclosing any conflicts or potential conflicts covered by the policy. PART VI, LINE 15A THE AZA COMPENSATION COMMITTEE IS COMPRISED OF THE BOARD CHAIR, BOARD VICE CHAIR, PAST CHAIR AND CHAIR ELECT. ON AT LEAST AN ANNUAL BASIS, THIS GROUP REVIEWS COMPENSATION MATTERS REGARDING THE AZA PRESIDENT AND CEO, SENIOR VICE PRESIDENT OF FINANCE, AND EXECUTIVE DIRECTOR. THE COMMITTEE REVIEWS CURRENT COMPENSATION, COMPARABILITY DATA AND PERFORMANCE. COMPENSATION CHANGES ARE REPORTED TO THE PRESIDENT AND CEO. THE BOARD CHAIR IS RESPONSIBLE FOR PROVIDING WRITTEN AUTHORIZATION TO THE AZA SENIOR VICE PRESIDENT OF FINANCE FOR IMPLEMENTATION OF ANY COMPENSATION CHANGE FOR THAT POSITION. THIS PROCESS WAS LAST UPDATED IN 2010. PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE AND ON REQUEST. THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE UPON REQUEST. REQUESTS FOR THE FINANCIAL STATEMENTS ARE CONSIDERED ON A CASE BY CASE BASIS.