2014-01-28T08:09:48-06:00 2013-06-30 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2012-07-01 043129124 COMMONWEALTH ZOOLOGICAL CORPORATION D/B/A ZOO NEW ENGLAND COMM 6179892000 ONE FRANKLIN PARK ROAD BOSTON MA 02121 JOHN J LINEHAN 6179892000 2014-01-15 1 JOSEPH M GISO P00030126 6177610600 2012 2015-11-30 17:44:51Z JOHN J LINEHAN ONE FRANKLIN PARK ROAD BOSTON MA 02121 13851009 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. 24 24 252 2539 0 0 9159076 9143276 3733653 3781076 4252 4398 283384 572731 13180365 13501481 0 20000 0 0 7128693 7627333 61468 34259 488080 5395714 5550869 12585875 13232461 594490 269020 15659654 16029082 1314373 1414781 14345281 14614301 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 2646473 3508571 GUEST SERVICES - IN FY 13, ZOO NEW ENGLAND EXPERIENCED AN INCREASE IN DAYTIME ATTENDANCE WITH ALMOST 623,000 VISITORS (COMPARED TO FY 12 606,000). - MEMBERSHIP BROUGHT IN APPROXIMATELY $189,000 MORE REVENUE THAN IN THE PRIOR FISCAL YEAR. IN FY 13, THE MEMBERSHIP DEPARTMENT'S TOTAL REVENUE WAS $1,441,027, MARKING THE SECOND YEAR MEMBERSHIP REVENUE HAS EXCEEDED MORE THAN $1 MILLION. - IN FY 13, 140 INDIVIDUALS AND 28 CORPORATIONS HOSTED EVENTS RANGING FROM INDIVIDUAL BIRTHDAY PARTIES TO CORPORATE FUNCTIONS. 3835375 11638 ANIMAL CARE AND EXHIBITS - AS OF JUNE 30, 2013, FRANKLIN PARK ZOO FEATURES 90 PUBLIC ANIMAL EXHIBITS AND STONE ZOO FEATURES 47. - ON MEMORIAL DAY WEEKEND, AUSSIE ADVENTURE OPENED AT STONE ZOO. THE SEASONAL EXHIBITS FEATURE KOALAS (ON AN EDUCATION AND CONSERVATION LOAN FROM THE SAN DIEGO ZOO), TAWNY FROGMOUTH, BLACK PALM COCKATOO, KOOKABURRA AND A WALK-THROUGH AVIARY WHERE VISITORS CAN FEED BRIGHTLY-COLORED BUDGIES.- AT FRANKLIN PARK ZOO, AUSSIE AVIARY, A FREE-FLIGHT, INTERACTIVE EXHIBIT HOME TO HUNDREDS OF BRIGHTLY COLORED BUDGIES, AND BUTTERFLY LANDING, FILLED WITH HUNDREDS FREE-FLIGHT BUTTERFLIES, CONTINUED TO DELIGHT VISITORS OF ALL AGES. THE EVER POPULAR GIRAFFE TERRACE ALSO APPEALS TO A WIDE VARIETY OF VISITORS WHO HAVE THE OPPORTUNITY TO EXPERIENCE THE WONDER OF WILDLIFE AND HAVE A MEMORABLE, UP-CLOSE EXPERIENCE WITH THE GIRAFFES. 690548 149630 EDUCATION/ TEENS AND COMMUNITY RELATIONS - THE TOTAL NUMBER OF PROGRAMS IN FY 13 INCREASED 6% OVER FY 12. IN FY 13, THE TOTAL NUMBER OF PEOPLE SERVED INCREASED BY 3% TO 175,225. 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 FY 13 TOTAL NUMBER OF PROGRAMS WAS 1,280 COMPARED WITH 1,196 IN FY 12. - 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 1,400 ZOOTEENS. - VOLUNTEERS, INDIVIDUAL AND/OR GROUPS, CONTRIBUTED VITAL ASSISTANCE TO ZOO NEW ENGLAND. IN FY 13, FIGURES INDICATE THAT MORE THAN 22,886 HOURS OF ESSENTIAL SERVICES WERE CONTRIBUTED BY 2,539 INDIVIDUALS. 4023936 20000 111237 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. 4023936 20000 111237 11196332 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 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 0 0 0 0 1 8 0 1 252 1 0 0 0 0 0 0 0 0 0 0 X 24 24 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 1.00 X 0 0 0 RORY BROWNE PH D 1.00 X 0 0 0 GORDON CARR 1.00 X X 0 0 0 GORDON CLAGETT 1.00 X 0 0 0 DAVID C PORTER 1.00 X 0 0 0 JEFF CORWIN 1.00 X 0 0 0 JAMES B DUNBAR 1.00 X 0 0 0 BRUCE ENDERS 1.00 X 0 0 0 DAVID FRIEDMAN 1.00 X 0 0 0 BRENDA FURLONG 1.00 X 0 0 0 JANICE HOUGHTON 1.00 X 0 0 0 TITO JACKSON 1.00 X 0 0 0 BYRON KALOGEROU 1.00 X 0 0 0 WALTER D LITTLE 1.00 X 0 0 0 LYNDA MACDONALD 1.00 X 0 0 0 HARRY NUDELMAN 1.00 X 0 0 0 DANIEL O'CONNELL 1.00 X 0 0 0 DAVID PASSAFARO 1.00 X 0 0 0 JEANNE PINADO 1.00 X 0 0 0 CLAUDIA RICHTER MD 1.00 X 0 0 0 JAY KEMP SMITH 1.00 X 0 0 0 ED TOOMEY 1.00 X X 0 0 0 BETH WILLIAMS 1.00 X 0 0 0 PETER WILSON 1.00 X X 0 0 0 JOHN LINEHAN 40.00 X 132245 0 22007 ROBERT GEORGE 40.00 X 105097 0 21193 MARSHALL JUDGES 40.00 X 109568 0 4116 CYNTHIA MEAD 40.00 X 105154 0 9355 SUZANNE TOMPKINS 40.00 X 119994 0 17266 572058 0 73937 5 0 1 0 MARLO MARKETINGCOMMUNICATIONS 667 BOYLSTON ST 3RD FLR BOSTON MA 02116 PR SERVICES 113492 1 543 1446081 6500000 1196652 127302 9143276 ZOO ADMISSIONS 900099 3508571 3508571 MISCELLANEOUS PROGRAMS 900099 272505 272505 3781076 3641 3641 219124 218367 757 757 757 402856 131161 271695 271695 CONCESSION INCOME 900099 301036 301036 301036 13501481 3781076 0 577129 20000 20000 638084 160315 380757 97012 5352393 4726501 421516 204376 83341 68051 11091 4199 1074303 877202 142971 54130 479212 391291 63775 24146 38200 38200 12724 12724 34259 34259 7850 7850 700337 700337 89785 37270 25038 27477 1371920 1371920 7147 2346 3963 838 759206 747970 9186 2050 198366 108109 90257 ANIMAL FEED 463911 463911 SPECIAL EVENTS 432415 426004 6411 0 REPAIRS & MAINTENANCE 427758 423699 4059 SUPPLIES 284931 242042 31954 10935 756319 429364 298297 28658 13232461 11196332 1548049 488080 398705 438110 1892928 1905920 425818 272102 92125 78636 62591 65500 188340 161311 23637842 11940765 12247030 11697077 352117 1410426 15659654 16029082 1104373 1205350 210000 209431 1314373 1414781 X 13375996 13734553 969285 879748 14345281 14614301 15659654 16029082 269020 0 X 0 1 X 1 0 X 8468825 7168754 7930109 9159076 9185181 41911945 8468825 7168754 7930109 9159076 9185181 41911945 41911945 30524 7646 5722 3777 3641 51310 159586 163006 160353 254101 301036 1038082 43001337 16745626 0.97470 0.97480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 12724 0 0 12724 0 EXPLANATION OF LOBBYING ACTIVITIES: 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. 20322949 8752745 11570204 3314893 3188020 126873 11697077 STATE APPROPRIATIONS RECEIVABLE 1055000 CONSTRUCTION IN PROGRESS 355426 1410426 X 14004255 371613 131161 502774 13501481 0 13501481 13735235 371613 131161 502774 13232461 0 13232461 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 131,161. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 131,161. X X X X X X X 1 WAYLAND GROUP 323 BOSTON POST ROAD SUITE 3C SUDBURY MA 01776 ADVISING 0 0 34259 0 34259 MA WILD AFFAIR 33339 33339 8974 ZOOTOPIA 327612 327612 116762 1 41905 41905 5425 402856 402856 131161 131161 271695 1 SMITHSONIAN INSTITUTION 1000 JEFFERSON DRIVE SW WASHINGTON DC 20560 530206027 501(C)(3) 20000 FOR SMITHSONIAN INSTITUTIONS AMPHIBIAN PROJECT - RELATED STAFFING TIME AND SUPPLIES AS PART OF THE PANAMA AMPHIBIAN RESCUE AND CONSERVATION PROJECT. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PROGRESS REPORTS, INCLUDING FINANCIAL REPORTS, ARE DUE FROM THE GRANTEE ON SET DATES. ALSO, IF GRANTEE NEEDS TO REALLOCATE CASH FROM ONE EXPENSE CATEGORY TO ANOTHER IN EXCESS OF 25%, THE GRANTEE SHALL SEEK APPROVAL FROM THE SPONSOR, ZNE. X 0 0 0 0 0 0 0 0 0 JOHN LINEHAN 132245 0 0 0 0 0 4128 0 17879 0 154252 0 0 0 X 72 85392 FAIR MARKET VALUE X MATERIAL 206 41910 FAIR MARKET VALUE 0 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: 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 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