2015-02-03T11:46:54-06:00 2014-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2013-07-01 043129124 COMMONWEALTH ZOOLOGICAL CORPORATION D/B/A ZOO NEW ENGLAND COMM 6179892000 ONE FRANKLIN PARK ROAD BOSTON MA 02121 JOHN J LINEHAN PRESIDENT & CEO 6179892000 2015-01-12 1 JOSEPH M GISO P00030126 6177610600 2013 2016-02-25 16:41:14Z JOHN J LINEHAN ONE FRANKLIN PARK ROAD BOSTON MA 02121 13269537 0 X WWW.ZOONEWENGLAND.ORG X 1991 MA TO PROVIDE ALL ADMINISTRATIVE AND OTHER SERVICES AND SUPPORT REQUIRED OR CONTEMPLATED BY CHAPTER 92B OF THE MASSACHUSETTS GENERAL LAWS TO THE FRANKLIN PARK ZOO AND THE WALTER D. STONE MEMORIAL ZOO, TO ANY OTHER AGENCY OR ENTITY REFERENCED THEREIN, AND ACT INDEPENDENTLY IN CONNECTION WITH ZOOLOGICAL MATTERS. FURTHERMORE, ZOO NEW ENGLAND'S MISSION IS TO INSPIRE PEOPLE TO PROTECT AND SUSTAIN THE NATURAL WORLD FOR FUTURE GENERATIONS BY CREATING FUN AND ENGAGING EXPERIENCES THAT INTEGRATE WILDLIFE AND CONSERVATION PROGRAMS, RESEARCH, AND EDUCATION. 23 23 270 2578 0 0 9143276 8585723 3781076 3726067 4398 4223 572731 572022 13501481 12888035 20000 32765 0 0 7627333 7925368 34259 0 662272 5550869 5272838 13232461 13230971 269020 -342936 16029082 15684883 1414781 1413518 14614301 14271365 X TO PROVIDE ALL ADMINISTRATIVE AND OTHER SERVICES AND SUPPORT REQUIRED OR CONTEMPLATED BY CHAPTER 92B OF THE MASSACHUSETTS GENERAL LAWS TO THE FRANKLIN PARK ZOO AND THE WALTER D. STONE MEMORIAL ZOO, TO ANY OTHER AGENCY OR ENTITY REFERENCED THEREIN, AND ACT INDEPENDENTLY IN CONNECTION WITH ZOOLOGICAL MATTERS. FURTHERMORE, ZOO NEW ENGLAND'S MISSION IS TO INSPIRE PEOPLE TO PROTECT AND SUSTAIN THE NATURAL WORLD FOR FUTURE GENERATIONS BY CREATING FUN AND ENGAGING EXPERIENCES THAT INTEGRATE WILDLIFE AND CONSERVATION PROGRAMS, RESEARCH, AND EDUCATION. 0 0 2422881 3282489 GUEST SERVICES - IN FY 14, ZOO NEW ENGLAND EXPERIENCED A DECREASE IN DAYTIME ATTENDANCE WITH A 615,755 VISITORS (COMPARED TO FY 13 623,000).- TOTAL OVERALL ATTENDANCE, INCLUSIVE OF ZOOLIGHTS IN FY 14 WAS 652,655. IN FY13, OVERALL ATTENDANCE WAS 670,525. THIS REPRESENTS A DECREASE OF 17,870 VISITORS. SEVERE HOT AND COLD WEATHER WAS THE MAJOR CAUSE OF THE DROP IN ATTENDANCE. - ALTHOUGH MEMBERSHIP BROUGHT IN APPROXIMATELY $80,000 LESS REVENUE THAN IN THE PRIOR FISCAL YEAR, IN FY14, THE DEPARTMENT'S TOTAL REVENUE WAS $1,367,000 MARKING THE THIRD YEAR MEMBERSHIP REVENUE HAS EXCEEDED MORE THAN $1 MILLION. 3891522 8819 ANIMAL CARE AND EXHIBITS- AS OF JUNE 30, 2014, FRANKLIN PARK ZOO FEATURES 90 PUBLIC ANIMAL EXHIBITS AND STONE ZOO FEATURES 38. - AT FRANKLIN PARK ZOO, AUSSIE AVIARY, A FREE-FLIGHT, INTERACTIVE EXHIBIT HOME TO HUNDREDS OF BRIGHTLY COLORED BUDGIES, AND BUTTERFLY LANDING, FILLED WITH HUNDREDS OF FREE-FLIGHT BUTTERFLIES, CONTINUED TO DELIGHT VISITORS OF ALL AGES.- AT STONE ZOO, THE CLOSURE OF THE WINDOWS TO THE WILD EXHIBIT SPACE NECESSITATED THE RELOCATION OF ALL LIVING SPECIMENS IN LATE 2013 TO ACCOMMODATE A COMPLETE ROOF REPLACEMENT, THE REMOVAL OF THE CANOPY OVER THE GUEST VIEWING AREAS AS WELL AS A TOTAL RECONSTRUCTION OF THE FLAMINGO EXHIBIT. WINDOWS TO THE WILD REOPENED IN JUNE 2014 AND INCLUDED THE ADDITION OF SEVERAL NEW SPECIES - MATSCHIE'S TREE KANGAROO, STRAW-COLORED FRUIT BATS AND COTTON-TOP TAMARINS. 695271 32765 179563 EDUCATION/ TEENS AND COMMUNITY RELATIONS - THE TOTAL NUMBER OF PROGRAMS IN FY 14 WAS 1,277. IN FY 14, THE TOTAL NUMBER OF PEOPLE SERVED INCREASED BY 18% TO 206,865. THESE INCLUDE PROGRAMS INVOLVING SCHOOLS, OVERNIGHT GROUPS, AFTER-SCHOOL, MEMBERS, TEACHER WORKSHOPS, ADULTS, CAMP AND SCHOOL VACATION, STONE ZOO AND FRANKLIN PARK ZOO ANIMAL ENCOUNTERS, STORY TIMES, AND SCHEDULED TALKS.- THE HALLMARK OF OUR YOUTH PROGRAMS IS OUR SUMMER ZOOTEEN PROGRAM. SINCE ITS INCEPTION IN 1999, THE PROGRAM HAS PROVIDED BROADER EDUCATIONAL AND CAREER OPPORTUNITIES TO MORE THAN 1,450 ZOOTEENS.- ZOO NEW ENGLAND PROVIDED MORE THAN 3,600 FREE PASSES TO COMMUNITY ORGANIZATIONS AND TO NON-PROFIT ORGANIZATIONS THAT OTHERWISE WOULD NOT BE ABLE TO ACCESS THE ZOOS. SOME OF THESE NON-PROFITS ALSO USE THE DONATED PASSES TO RAISE FUNDS FOR CHARITABLE CAUSES, AND PASSES USED IN SUCH A WAY NUMBER MORE THE 1,500 PASSES. 4108255 255196 EXPENSES INCURRED FOR FACILITIES AND GROUNDS INCLUDE SALARIES, FRINGE BENEFITS, UTILITIES, INSURANCE AND REPAIRS AND MAINTENANCE WHICH ENABLE ZOO NEW ENGLAND TO OPERATE IN A COMFORTABLE, SAFE AND PROTECTIVE ENVIRONMENT FOR STAFF AND VISITORS TO THE ZOOS. 4108255 255196 11117929 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 270 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X SAT HARIPRASAD - DIR OF FINANCE 6173795180 ONE FRANKLIN PARK ROAD BOSTON MA 02121 ROBERT BEAL DIRECTOR 1.00 X 0 0 0 RORY BROWNE PH D DIRECTOR 1.00 X 0 0 0 GORDON CARR DIRECTOR, CHAIR 1.00 X X 0 0 0 GORDON CLAGETT DIRECTOR 1.00 X 0 0 0 JEFF CORWIN DIRECTOR 1.00 X 0 0 0 JAMES B DUNBAR DIRECTOR 1.00 X 0 0 0 BRUCE ENDERS DIRECTOR 1.00 X 0 0 0 DAVID FRIEDMAN DIRECTOR 1.00 X 0 0 0 BRENDA FURLONG DIRECTOR, VICE CHAIR 1.00 X X 0 0 0 STEVEN M HINTERNEDER DIRECTOR 1.00 X 0 0 0 JANICE HOUGHTON DIRECTOR, VICE CHAIR 1.00 X X 0 0 0 TITO JACKSON DIRECTOR 1.00 X 0 0 0 BYRON KALOGEROU DIRECTOR 1.00 X 0 0 0 MARK A KELLEY MD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LITTERIO DIRECTOR 1.00 X 0 0 0 WALTER D LITTLE DIRECTOR 1.00 X 0 0 0 DAVID PASSAFARO DIRECTOR 1.00 X 0 0 0 JEANNE PINADO DIRECTOR 1.00 X 0 0 0 DAVID C PORTER DIRECTOR 1.00 X 0 0 0 CLAUDIA RICHTER MD DIRECTOR 1.00 X 0 0 0 JAY KEMP SMITH DIRECTOR 1.00 X 0 0 0 EDMUND TOOMEY DIRECTOR 1.00 X 0 0 0 PETER WILSON DIRECTOR, TREASURER 1.00 X X 0 0 0 JOHN LINEHAN PRESIDENT & CEO 40.00 X 136348 0 21485 ROBERT GEORGE VP OF ADMINISTRATION 40.00 X 108390 0 21301 SUZANNE TOMPKINS VP OF DEVELOPMENT 40.00 X 123651 0 20548 MARSHALL JUDGES VP OF OPERATIONS 40.00 X 112844 0 4125 CYNTHIA MEAD VP OF EXTERNAL AFFAIRS, PROGRAM DIR. 40.00 X 110825 0 9500 592058 0 76959 5 0 1 0 MARLO MARKETINGCOMMUNICATIONS 667 BOYLSTON ST 3RD FLR BOSTON MA 02116 PR SERVICES 120731 1 3374 1367494 5600000 1614855 191792 8585723 ZOO ADMISSIONS 900099 3282489 3282489 MISCELLANEOUS PROGRAMS 900099 443578 443578 3726067 3806 3806 231783 231366 417 417 417 479118 150136 328982 328982 CONCESSION INCOME 900099 243040 243040 243040 12888035 3726067 0 576245 21000 21000 11765 11765 669017 272930 287938 108149 5617115 4873331 446249 297535 96517 77353 12935 6229 1049587 841191 140660 67736 493132 395220 66087 31825 39250 39250 37372 37372 633270 633270 91428 32443 23072 35913 1323795 1323795 10209 5728 4015 466 765861 754526 9267 2068 215633 122552 93081 ANIMAL FEED 472918 472918 REPAIRS & MAINTENANCE 423464 420448 3016 SPECIAL EVENTS 290164 286827 3337 0 SUPPLIES 231567 187203 38317 6047 737907 385429 246174 106304 13230971 11117929 1450770 662272 438110 982279 1905920 1403731 272102 393131 78636 99395 65500 56367 161311 191297 24735359 12706626 11697077 12028733 1410426 529950 16029082 15684883 1205350 1287587 209431 125931 1414781 1413518 X 13734553 13033396 879748 1237969 14614301 14271365 16029082 15684883 -342936 0 X 0 1 X 1 0 X 7168754 7930109 9159076 9143276 8585723 41986938 7168754 7930109 9159076 9143276 8585723 41986938 41986938 7646 5722 3777 3641 3806 24592 163006 160353 254101 301036 243040 1121536 43133066 18331176 0.97340 0.97470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 10707 0 0 10707 0 PART II-B, LINE 1: CERTAIN EMPLOYEES MAY SEEK OUT LEGISLATORS TO SECURE FUTURE FUNDING FOR THE ZOOS. LOBBYING EXPENSES LISTED ABOVE CONSIST OF THOSE EMPLOYEES SALARIES OTHER RELEVANT EXPENSES ATTRIBUTABLE TO LOBBYING. 21307634 9433189 11874445 3427725 3273437 154288 12028733 X 13388740 350569 150136 500705 12888035 0 12888035 13731676 350569 150136 500705 13230971 0 13230971 PART X, LINE 2: THE ZOO ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE ZOO HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION; HOWEVER, THE ZOO HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ZOO IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 150,136. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 150,136. 1 SUB-SAHARAN AFRICA 0 0 GRANT 5000 EAST ASIA AND THE PACIFIC 0 0 GRANT 6765 0 0 0 0 0 0 11765 0 11765 SUB-SAHARAN AFRICA WARTHOG SURVEY/CONSERVATION 5000 WIRE TRANSFER EAST ASIA AND THE PACIFIC PIGMY HIPPO COLLARY CONSERVATION PROJECT 6765 WIRE TRANSFER 2 0 0 0 0 0 0 0 PART I, LINE 2: PROGRESS REPORTS, INCLUDING FINANCIAL REPORTS, ARE DUE FROM THE GRANTEE ON SET DATES. WILD AFFAIR 88470 88470 11290 ZOOTOPIA 295203 295203 115362 1 95445 95445 23484 479118 479118 150136 150136 328982 1 SAN DIEGO ZOO PO BOX 120551 SAN DIEGO CA 92112 951648219 501(C)(3) 6540 KOALA CONSERVATION PROGRAM ZOO ATLANTA 800 CHEROKEE AVE ATLANTA GA 30315 581655184 501(C)(3) 6180 APE TAG CONSERVATION PROGRAM 2 0 PART I, LINE 2: PROGRESS REPORTS, INCLUDING FINANCIAL REPORTS, ARE DUE FROM THE GRANTEE ON SET DATES. X 0 0 0 0 0 0 0 0 0 JOHN LINEHAN PRESIDENT & CEO 136348 0 0 0 0 0 3597 0 17888 0 157833 0 0 0 X 43 46649 FAIR MARKET VALUE X MATERIAL 270 145143 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, EACH BOARD MEMBER RECEIVES A DRAFT COPY OF THE COMPLETED 990 FOR THEIR REVIEW AND AGREEMENT. FORM 990, PART VI, SECTION B, LINE 12C AS THE FISCAL YEAR DRAWS TO AN END, THE DIRECTOR OF FINANCE TYPICALLY SENDS AN EMAIL OUT TO ALL MANAGERS, DIRECTORS, PRESIDENTS AND VICE PRESIDENTS REQUESTING THEM TO DISCLOSE THEIR RELATED PARTY ACTIVITIES. UPON THE DISCLOSURES RECEIVED FROM STAFF, THE AUDITORS OF OUR FINANCIAL STATEMENTS ARE NOTIFIED BEFORE THEY COMMENCE THEIR ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 15 THE ADMINISTRATION AND FINANCE COMMITTEE OF THE BOARD QUANTIFIES THE EXTENT OF SALARY AND OTHER COMPENSATORY AMOUNTS BASED ON MARKET NORMS, THE RELEVANT DUTIES TO BE CARRIED OUT AND THE ORGANIZATION'S AFFORDABLITIY. FORM 990, PART VI, SECTION C, LINE 19 ZNE PREPARES AND DISTRIBUTES AN ANNUAL REPORT WHICH CONTAINS FINANCIAL AND PROGRAMAMATIC DETAILS. THE PUBLIC COULD REQUEST A COPY. THE FORM 990, MA PC AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON WWW.GUIDESTAR.ORG. ZNE DOES NOT MAKE IT'S CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. IN ADDITION, VARIOUS OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE OFFICIAL WEBSITE OF THE SECRETARY OF STATE OF MASSACHUSETTS AT: WWW.CORP.SEC.STATE.MA.US/CORP/CORPSEARCH/CORPSEARCHINPUT.ASP