2025-10-30T19:16:38-05:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2024-01-01 951648219 ZOOLOGICAL SOCIETY OF SAN DIEGO ZOOL 6192311515 POST OFFICE BOX 120551 SAN DIEGO CA 921120551 DAVID FRANCO CFO 6192311515 2025-10-30 1 1 JOLANTA TUCK P01340068 9164429100 2025-10-27 2024 2025-03-06 01:10:19Z SAN DIEGO ZOO WILDLIFE ALLIANCE SHAWN DIXON POST OFFICE BOX 120551 SAN DIEGO CA 921120551 547384955 0 X WWW.SDZWA.ORG X 1916 CA AN INTERNATIONAL, NONPROFIT CONSERVATION ORGANIZATION WITH TWO FRONT DOORS: THE SAN DIEGO ZOO AND THE SAN DIEGO ZOO SAFARI PARK, WE INTEGRATE WILDLIFE HEALTH AND CARE, SCIENCE, AND EDUCATION TO DEVELOP SUSTAINABLE CONSERVATION SOLUTIONS. 12 12 4211 2019 9126904 0 73760019 84029973 293818896 300427550 17069273 25689245 26371689 27460927 411019877 437607695 4658824 5703872 0 0 192774588 203603350 23117 182073 8633000 167554775 181864704 365011304 391353999 46008573 46253696 954802422 1046146042 165447610 184076067 789354812 862069975 X SAN DIEGO ZOO WILDLIFE ALLIANCE IS COMMITTED TO SAVING SPECIES WORLDWIDE BY UNITING OUR EXPERTISE IN WILDLIFE CARE AND CONSERVATION SCIENCE WITH OUR DEDICATION TO INSPIRING PASSION FOR NATURE. 0 0 332486602 5703872 318784813 SDZWA CATEGORIZES ALL ACTIVITIES INTO ONE PROGRAM: WILDLIFE CARE AND CONSERVATION. SDZWA IS AN INTERNATIONAL ORGANIZATION WITH TWO FRONT DOORS: THE SAN DIEGO ZOO AND THE SAN DIEGO ZOO SAFARI PARK. SDZWA IS COMMITTED TO SAVING SPECIES WORLDWIDE BY UNITING OUR EXPERTISE IN WILDLIFE CARE AND CONSERVATION SCIENCE WITH OUR DEDICATION TO INSPIRING PASSION FOR NATURE. CONSERVATION IS AT THE HEART OF EVERYTHING SDZWA PURSUES AND IT STARTS WITH CONNECTING PEOPLE WITH WILDLIFE THROUGH OUR ZOOLOGICAL PARKS AND EDUCATION PROGRAMS, INSPIRING AND EDUCATING OUR GUESTS EVERYDAY. CONTINUED ON SCHEDULE OWILDLIFE CONSERVATION PARKS:THE SAN DIEGO ZOO AND SAN DIEGO ZOO SAFARI PARK SERVE AS VITAL HUBS FOR CONSERVATION AND EDUCATION, WELCOMING MILLIONS OF VISITORS ANNUALLY. THE ZOO CARES FOR OVER 12,000 ANIMALS FROM 680 SPECIES, WHILE THE SAFARI PARK HOUSES MORE THAN 3,100 ANIMALS FROM 340 SPECIES. BOTH PARKS PROVIDE IMMERSIVE EXPERIENCES AND EDUCATIONAL PROGRAMS, FOSTERING A DEEPER CONNECTION TO WILDLIFE AND CONSERVATION.GLOBAL CONSERVATION INITIATIVES:THE ORGANIZATION OPERATES EIGHT CONSERVATION HUBS WORLDWIDE, ADDRESSING BIODIVERSITY LOSS AND PROMOTING SUSTAINABLE SOLUTIONS. KEY ACHIEVEMENTS INCLUDE THE REINTRODUCTION OF ENDANGERED SPECIES LIKE THE MOUNTAIN YELLOW-LEGGED FROGS AND PACIFIC POCKET MICE, AS WELL AS GROUNDBREAKING WORK IN CRYOPRESERVATION THROUGH THE FROZEN ZOO, WHICH ADDED 199 SPECIES BRINGING THE ORGANIZATION TO A TOTAL OF 11,420 SPECIES IN 2024. THE RETURN OF GIANT PANDAS XIN BAO AND YUN CHUAN IN 2024 MARKED A SIGNIFICANT MILESTONE IN INTERNATIONAL CONSERVATION COLLABORATION, WITH PANDA RIDGE OPENING TO PROVIDE STATE-OF-THE-ART HABITATS FOR THIS FIRST NEW GIANT PANDA PAIR TO ENTER THE UNITED STATES IN TWO DECADES.COMMUNITY ENGAGEMENT AND EDUCATION:NEARLY 315,000 STUDENTS VISITED THE ZOO AND SAFARI PARK, WITH OVER 33,000 PARTICIPATING IN GUIDED LEARNING PROGRAMS. THE ORGANIZATION EMPHASIZES COMMUNITY INVOLVEMENT IN CONSERVATION, SUPPORTING LOCAL STEWARDSHIP IN REGIONS LIKE PALAU AND AFRICA'S SAVANNAS. ADDITIONALLY, INNOVATIVE TECHNOLOGIES, SUCH AS THERMAL DRONES, ARE USED TO MONITOR SPECIES LIKE KOALAS AND TIGERS, ENHANCING CONSERVATION EFFORTS GLOBALLY.FINANCIAL SUPPORT FOR CONSERVATION:AS A LARGE COMPLEX NONPROFIT ORGANIZATION, THE SAN DIEGO ZOO WILDLIFE ALLIANCE REPORTED $445 MILLION IN REVENUE IN 2024, WITH SIGNIFICANT CONTRIBUTIONS FROM ADMISSIONS AND GIFTS. THE ORGANIZATION REINVESTS REVENUE ABOVE EXPENSES INTO CONSERVATION PRIORITIES AND OPERATIONAL NEEDS, ENSURING SUSTAINABLE SUPPORT FOR ITS EXTENSIVE GLOBAL CONSERVATION EFFORTS. 332486602 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 1 0 1 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 281 0 1 4211 1 1 1 1 PE 0 0 0 1 1 0 0 0 1 0 1 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA HI X X DAVID FRANCO CFO 6192311515 2920 ZOO DRIVE SAN DIEGO CA 92101 PAUL BARIBAULT PRESIDENT/CEO 50.00 0.10 X 1993422 0 63254 SHAWN DIXON CHIEF OPERATING OFFICER 50.00 X 820184 0 50685 DAVID FRANCO CHIEF FINANCIAL OFFICER 50.00 0.10 X 757377 0 42631 DAVID GILLIG CHIEF PHILANTHROPY OFFICER 50.00 0.10 X 631492 0 28765 LISA PETERSON EXECUTIVE DIRECTOR, SAFARI PARK 50.00 X 495003 0 38522 ERIKA KOHLER EXECUTIVE DIRECTOR, SAN DIEGO ZOO 50.00 X 479637 0 39732 DAVID MILLER CHIEF MARKETING OFFICER 50.00 X 450014 0 49697 NADINE LAMBERSKI CHIEF CONSERVATION/WILDLIFE 50.00 X 478428 0 16145 AIDA ROSA CHIEF HUMAN RESOURCES OFFICER 50.00 X 420205 0 28410 WENDY BULGER GENERAL COUNSEL 50.00 X 457283 0 -9496 EAMONN FARRELL VP, CONSTRUCTION & ARCHITECTURE 50.00 X 260796 0 31634 KAREN BHATT VICE PRESIDENT, HUMAN RESOURCES 50.00 X 265868 0 20390 JAVADE CHAUDHRI CHAIR (UNT 9/24)/TRUST. (AS OF 9/24) 10.00 0.10 X 0 0 0 STEVE SIMPSON TREAS (UNT 9/24)/CHAIR (AS OF 9/24) 10.00 X X 0 0 0 ROLF BENIRSCHKE TRUSTEE (UNTIL 9/24)/VC (AS OF 9/24) 10.00 X X 0 0 0 GARY KNELL VC (UNTIL 9/24)/TREAS (AS OF 9/24) 10.00 X X 0 0 0 STEVEN G TAPPAN VICE CHAIRMAN 10.00 0.10 X X 0 0 0 JANE FINLEY TRUSTEE (UNT 9/24)/SEC (AS OF 9/24) 10.00 X X 0 0 0 RICHARD GULLEY SECRETARY (UNTIL 9/24) 10.00 X X 0 0 0 KATHLEEN CAIN CARRITHERS TRUSTEE 5.00 X 0 0 0 ADAM DAY TRUSTEE 5.00 X 0 0 0 CLIFFORD HAGUE TRUSTEE 5.00 X 0 0 0 LINDA LOWENSTINE TRUSTEE (OUTGOING) 5.00 X 0 0 0 BRYAN MIN TRUSTEE 5.00 X 0 0 0 KENJI PRICE TRUSTEE 5.00 X 0 0 0 AULANI WILHELM TRUSTEE 5.00 X 0 0 0 7509709 0 400369 163 0 1 0 THE SHIPYARD LLC 580 N 4TH STREET SUITE 500 COLUMBUS OH 43215 ADVERTISING SERVICES 7550436 MOORE A SERIES LLC 4200 PARLIAMENT PLACE 3RD FLOOR LANHAM MD 20706 CONSULTING SERVICES 3430937 LEGACY ROCK AND WATERSCAPES 21520 YORBA LINDA BLVD SUITE G549 YORBA LINDA CA 92887 CONSTRUCTION SERVICES 2828724 SCOTT FENCE 1255 DISTRIBUTION WAY VISTA CA 92081 CONSTRUCTION SERVICES 1140685 WHOLE TREES LLC 800 WILLIAMSON STREET MADISON WI 53703 CONSTRUCTION SERVICES 1128370 38 1884639 2204565 28512415 51428354 5681507 84029973 ZOOLOGICAL HABITAT & W 900099 298249698 298054960 194738 EDUCATION & OUTREACH 611710 2177852 2177852 300427550 12424376 12424376 726784 726784 1452 1452 0 0 105483000 32000 92244078 6053 13238922 25947 13264869 13264869 206900 2204565 956924 -750024 -750024 43403184 16568753 26834431 17910025 8924406 ONLINE TRAINING 900099 390099 390099 LAB SERVICES 900099 174621 174621 FACILITIES USE 900099 55547 55547 29469 21709 7760 649736 437607695 318784813 9126904 25666005 1677141 1677141 232440 232440 3794291 3794291 5935277 1547468 3727552 660257 129369701 115061074 10854351 3454276 5349335 4610164 576501 162670 50896361 43713217 5665795 1517349 12052676 10387238 1298924 366514 7174417 7174417 581696 581696 448178 448178 182073 182073 539077 539077 22240751 19191945 2625679 423127 18221918 17769759 417128 35031 4239717 2722320 1176170 341227 6882940 1483585 4873894 525461 17221196 15921219 1193779 106198 2690404 2021096 607517 61791 1727146 997605 506398 223143 856320 856320 37764170 36463414 1284177 16579 4768674 5403 4733280 29991 OPERATING SUPPLIES 23276240 22950319 294336 31585 FOOD AND BEVERAGES 17391513 17391513 CREDIT CARD FEES & BANK 7352702 6888795 455037 8870 WILDLIFE NUTRITION 4904487 4904487 3583158 2752109 344191 486858 391353999 332486602 50234397 8633000 353698 352975 125006289 104584737 31276576 37364942 12716645 13801060 4577411 4843129 2798592 3832953 892601569 509727402 347135393 382874167 249043000 297206000 111258000 118556000 8809449 8286115 61827369 74443964 954802422 1046146042 48996659 65622991 32281373 35234018 31224466 30036997 22515000 21660000 30430112 31522061 165447610 184076067 X 550062067 593100509 239292745 268969466 789354812 862069975 954802422 1046146042 X 46253696 18938382 7523085 X 0 1 X 1 1 1 X 97043282 63068025 48046809 54703397 63431623 326293136 15063921 16127481 17507310 19056622 20598350 88353684 112107203 79195506 65554119 73760019 84029973 414646820 15761741 398885079 4490079 5024646 6952085 13438806 13152611 43058227 1072854 994966 699655 790715 649736 4207926 461912973 1358229368 0.86360 0.77700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ONLINE TRAINING - 2020 AMOUNT: $ 273,380. 2021 AMOUNT: $ 542,132. 2022 AMOUNT: $ 396,970. 2023 AMOUNT: $ 387,550. 2024 AMOUNT: $ 390,099. FACILITY USE - 2021 AMOUNT: $ 104,701. 2022 AMOUNT: $ 84,068. 2023 AMOUNT: $ 75,152. 2024 AMOUNT: $ 55,547. LAB SERVICES - 2020 AMOUNT: $ 162,926. 2021 AMOUNT: $ 140,100. 2022 AMOUNT: $ 161,965. 2023 AMOUNT: $ 240,575. 2024 AMOUNT: $ 174,621. OTHER - 2020 AMOUNT: $ 636,548. 2021 AMOUNT: $ 208,033. 2022 AMOUNT: $ 56,652. 2023 AMOUNT: $ 87,438. 2024 AMOUNT: $ 29,469. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48620 399558 448178 390905281 391353459 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 243045 386045 418296 448178 1495564 250000 250000 250000 250000 1000000 1500000 19845 18845 33736 48620 121046 FORM 990, SCHEDULE C, PART II-A, LINE 1: LOBBYING EXPENDITURES INCLUDE MEETINGS WITH LEGISLATIVE STAFF AND GOVERNMENT OFFICIALS REGARDING WILDLIFE CONSERVATION AND HEALTH PROGRAMS, PRIORITIES, AND FUNDING NEEDS; ADVOCACY RELATED TO FEDERAL, STATE, AND LOCAL LEGISLATION AND REGULATIONS THAT AFFECT BIODIVERSITY, WILDLIFE CONSERVATION, WILDLIFE HEALTH, AND ZOOS; AND REPRESENTATION AT RELATED GOVERNMENT COMMITTEE HEARINGS. X X X X 0 254406000 3309000 20711000 5799000 272627000 226046000 7888000 25704000 5231000 254406000 259585000 7394000 -33621000 7312000 226046000 225557000 6245000 31904000 4121000 259585000 174432000 32891000 21824000 3590000 225557000 0.35000 0.65000 0.00000 1 1 1 3802185 3802185 266142859 100322080 165820779 411874765 335958683 75916082 116556350 73446639 43109711 94225410 94225410 382874167 PARTNERSHIPS AND OTHER AT NAV 89601000 F INVESTMENT IN LIMITED PARTNERSHIPS 28955000 C 118556000 SPLIT-INTEREST AGREEMENTS 54573595 PENSION BENEFIT ASSET 17422644 457(B) ASSET 2447725 74443964 LIABILITY FOR PENSION BENEFITS 10535139 SPLIT-INTEREST AGREEMENTS 18592321 457(B) LIABILITY 2394601 31522061 X PART III, LINE 1A: IN ACCORDANCE WITH CUSTOMARY PRACTICE AMONG ZOOLOGICAL ORGANIZATIONS, ANIMAL AND HORTICULTURAL COLLECTIONS ARE RECORDED AT THE NOMINAL AMOUNT OF ONE DOLLAR, AS THERE IS NO OBJECTIVE BASIS FOR ESTABLISHING VALUE. ADDITIONALLY, ANIMAL AND HORTICULTURAL COLLECTION HAVE NUMEROUS ATTRIBUTES, INCLUDING SPECIES, AGE, SEX, ENDANGERED STATUS, AND BREEDING POTENTIAL, WHEREBY IT IS IMPRACTICABLE TO ASSIGN VALUE, COSTS RELATED TO ANIMAL AND HORTICURTURAL ACQUISITIONS ARE EXPENSED IN THE PERIOD OF ACQUISITION. IN AN ONGOING COMMITMENT TO ENHANCE THE WORLDWIDE REPRODUCTION AND PRESERVATION OF WILDLIFE, SDZWA SHARES ANIMALS WITH OTHER ORGANIZATIONS. CONSISTENT WITH INDUSTRY PRACTICES, SDZWA DOES NOT RECORD AN ASSET OR LIABILITY FOR SUCH SHARING ARRANGEMENTS. PART III, LINE 4: SDZWA IS COMMITTED TO SAVING SPECIES WORLDWIDE BY UNITING OUR EXPERTISE IN WILDLIFE CARE AND CONSERVATION SCIENCE WITH OUR DEDICATION TO INSPIRING PASSION FOR NATURE. SDZWA IS DEDICATED TO CONSERVATION WORK SUPPORTING EIGHT HUBS LOCATED AROUND THE GLOBE, ACROSS SIX CONTINENTS. WILDLIFE CARE AND CONSERVATION SCIENCE EXPERTISE ANCHORS CONSERVATION PROJECTS IN THESE REGIONS DRIVING GREATER IMPACT FOR WILDLIFE. CONSERVATION IS AT THE HEART OF EVERYTHING THE ORGANIZATION PURSUES AS IT STARTS WITH CONNECTING PEOPLE WITH WILDLIFE THROUGH OUR ZOOLOGICAL PARKS AND EDUCATION PROGRAMS, INSPIRING AND EDUCATING OUR GUESTS EVERY DAY. PART V, LINE 4: ENDOWMENT DISTRIBUTIONS ARE USED FOR WILDLIFE CARE AND CONSERVATION ACTIVITIES AS THE SPECIFICALLY IDENTIFIED PURPOSE OF THE ENDOWMENT. PART X, LINE 2: SDZWA, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954, AS AMENDED, AND THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. IN ACCORDANCE WITH ACCOUNTING STANDARDS FOR INCOME TAXES, INCOME TAX BENEFITS AND/OR LIABILITIES ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. SDZWA HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. SDZWA BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON SDZWA'S CONSOLIDATED FINANCIAL POSITION, CHANGE IN NET ASSETS OR CASH FLOWS. ACCORDINGLY, SDZWA HAS NOT RECORDED ANY RESERVE OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT YEAR-END 2024. SDZWA'S U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEARS 2022 AND 2021, RESPECTIVELY, ARE CLOSED. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. MANAGEMENT IS NOT AWARE OF ANY PENDING REVIEWS OR EXAMINATIONS. 1 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 64 PROGRAM SERVICES CONSERVATION ACTIVITIES 1953104 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS 1380070 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS 1092447 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS TO RECIPIENTS 1069835 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 1 PROGRAM SERVICES CONSERVATION ACTIVITIES 402392 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 1 76 PROGRAM SERVICES CONSERVATION ACTIVITIES 242532 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES CONSERVATION ACTIVITIES 177350 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS 145000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 GRANTS TO RECIPIENTS 43600 2 141 0 1 2 142 6462730 43600 6506330 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, CONSERVATION SUPPORT FOR ANDEAN BEAR, JAGUAR, AND COCHA CASHU PROJECTS 1035260 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CONSERVATION SUPPORT FOR GIANT PANDAS 1000000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPORT FOR GIRAFFE, LEOPARD, BLACK RHINO, AND HUMAN WILDLIFE CONFLICT RESEARCH 509148 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CONSERVATION SUPPORT FOR PLATYPUS 240070 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPORT FOR GREVY'S ZEBRA 150000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPORT FOR VETERINARY SERVICES IN KENYA 150000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPORT FOR ELEPHANTS AND THE TWIGA WALINZI TEAM AT RUKO, KALEPO, AND SERA CONSERVANCIES 133219 WIRE TRANSFER 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT UNITED STATES CONSERVATION SUPPORT FOR POLAR BEARS 85000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPORT FOR ELEPHANTS 68685 WIRE TRANSFER 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT UNITED STATES CONSERVATION SUPPORT FOR THICK BILLED PARROT 50000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPORT FOR "LION GOVERNORS" PROGRAM 46395 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CONSERVATION SUPPORT FOR KOALAS 30000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CONSERVATION SUPPORT FOR KOALAS 30000 WIRE TRANSFER 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, CONSERVATION SUPPORT FOR LABORATORY TECHNICIANS IN PERU 26760 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT FOR WILDLIFE RANGER CHALLENGE FOR AFRICAN CONSERVATION 25000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CONSERVATION SUPPORT FOR HORNBILLS 10000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPORT FOR GIRAFFES 10000 WIRE TRANSFER 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT UNITED STATES CONSERVATION SUPPORT FOR HORNBILLS 10000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CONSERVATION SUPPORT FOR FIJIAN IGUANAS 10000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, SUPPORT FOR SEA BIRD VETERINARY PROGRAM 10000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPORT FOR ENCEPHALARTOS 10000 WIRE TRANSFER 0 21 0 POSTDOCTORAL RESEARCH EAST ASIA AND THE PACIFIC 1 55000 WIRE TRANSFER POSTDOCTORAL RESEARCH EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 1 18600 WIRE TRANSFER 1 0 1 0 0 0 PART I, LINE 2: THE ORGANIZATION'S PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE U.S. CONSISTS OF MONITORING THROUGH ACTIVITY REPORTS AND FINANCIAL REPORTS. SITE VISITS AND INSPECTIONS ARE MADE FOR CERTAIN ACTIVITIES WHEN APPROPRIATE. PART I, LINE 3: ALL EXPENDITURES ARE REPORTED ON AN ACCRUAL BASIS AS EXPENSES ARE INCURRED AND AS GRANTS ARE AWARDED. X X X X X X X 1 PUBLIC OUTREACH 668 S LA FAYETTE PARK PL LOS ANGELES CA 90057 FACE-TO-FACE CANVASSING 0 67500 182073 67500 67500 182073 67500 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MA MD MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI RITZ 2411465 2204565 206900 96776 316526 107464 436158 2411465 2204565 206900 96776 316526 107464 436158 956924 -750024 1 AMERICAN ASSOCIATION OF ZOOLOGICAL PARKS AND AQUARIUMS INC PO BOX 79863 BALTIMORE MD 212790863 550526930 501(C)(3) 25000 0 SUPPORT FOR WILDLIFE TRAFFICKING ALLIANCE TO END ILLEGAL WILDLIFE TRADE ARIZONA CENTER FOR NATURE CONSERVATION 455 N GALVIN PARKWAY PHOENIX AZ 85008 860174843 501(C)(3) 10000 0 CONSERVATION SUPPORT FOR CHACOAN PECCARY ASSOCIATION OF FUNDRAISING PROFESSIONALS SAN DIEGO CHAPTER PO BOX 882088 SAN DIEGO CA 92168 330050791 501(C)(3) 6500 0 SUPPORT FOR FUNDRAISING PROFESSIONALS FOR NATIONAL PHILANTHROPY DAY CARNIVORES LIVELIHOODS AND LANDSCAPES 6620 CITY VIEW DR HUDSONVILLE MI 49426 821871800 501(C)(3) 8000 0 CONSERVATION SUPPORT FOR CHEETAHS CENTER FOR PLANT CONSERVATION INC 15600 SAN PASQUAL VALLEY ROAD ESCONDIDO CA 92027 222527116 501(C)(3) 367841 0 SUPPORT FOR SALARIES FOR PLANT CONSERVATION ACTIVITIES COLLEGE OF WILLIAM AND MARY PO BOX 8795 WILLIAMSBURG VA 231878795 546001718 115 19549 0 SUPPORT FOR THE INTEGRATIVE CONSERVATION CLINIC GLOBAL CONSERVATION NETWORK 12101 JOHNNY CAKE RIDGE ROAD APPLY VALLEY MN 55124 411719362 501(C)(3) 15000 0 CONSERVATION SUPPORT FOR IUCN CPSG INTERNATIONAL ELEPHANT FOUNDATION PO BOX 366 AZLE TX 96098 752815706 501(C)(3) 25000 0 CONSERVATION SUPPORT FOR ELEPHANTS INTERNATIONAL SNOW LEOPARD TRUST 4649 SUNNYSIDE AVE N SUITE 325 SEATTLE WA 98103 911144119 501(C)(3) 7000 0 CONSERVATION SUPPORT FOR SNOW LEOPARDS MONARCH JOINT VENTURE 2233 UNIVERSITY AVE W SUITE 426 ST PAUL MN 55114 831343107 501(C)(3) 10000 0 SUPPORT FOR AZA SAFE MONARCH PROGRAM MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 942487469 501(C)(3) 25000 0 CONSERVATION SUPPORT FOR SEA OTTERS NATURAL STATE LTD 1255 23RD STREET NW SUITE 275 WASHINGTON DC 20037 850544797 501(C)(3) 100000 0 SUPPORT FOR MONITORING BIODIVERSITY AND ECOSYSTEM SERVICES RED PANDA NETWORK 494 W 10TH AVE SUITE 7 EUGENE OR 97401 261103671 501(C)(3) 10000 0 CONSERVATION SUPPORT FOR RED PANDA REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVE DAVIS CA 95616 946036494 115 155820 0 CONSERVATION SUPPORT FOR PATHOLOGY RESIDENTS FOR RESEARCH SUCH AS WILDLIFE DISEASE INVESTIGATIONS AND CONSERVATION SUPPORT FOR MOUNTAIN LIONS REWILD PO BOX 129 AUSTIN TX 78767 262887967 501(C)(3) 110000 0 CONSERVATION SUPPORT FOR IUCN SSC SPECIES360 7900 INTERNATIONAL DRIVE SUITE 300 MINNEAPOLIS MN 55425 411637575 501(C)(3) 20000 0 SUPPORT FOR SPECIES CONSERVATION TOOLKIT INITIATIVE THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE 100 ARLINGTON VA 222031606 530242652 501(C)(3) 500000 0 CONSERVATION SUPPORT FOR BLACK RHINO TRANSLOCATION THE PEREGRINE FUND INC 5668 W FLYING HAWK LANE BOISE ID 83709 231969973 501(C)(3) 20000 0 CONSERVATION SUPPORT FOR VULTURES THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET 7TH FLOOR OAKLAND CA 946075200 943067788 501(C)(3) 60000 0 CONSERVATION SUPPORT FOR POSTDOCTORAL AND GRADUATE RESEARCH FOR NORTHERN WHITE RHINOCERES THE UC DAVIS FOUNDATION 202 COUSTEAU PLACE SUITE 185 DAVIS CA 95618 946081352 501(C)(3) 8700 0 CONSERVATION SUPPORT FOR WILDLIFE PATHOGEN DISCOVERY THE XERCES SOCIETY FOR INVERTEBRATE CONSERVATION PO BOX 84274 SEATTLE WA 981245574 510175253 501(C)(3) 10000 0 CONSERVATION SUPPORT FOR MIGRATORY MONARCH POPULATIONS TURTLE SURVIVAL ALLIANCE 1989 COLONIAL PARKWAY FORT WORTH TX 76110 200785702 501(C)(3) 10000 0 CONSERVATION SUPPORT FOR TORTOISES WILD ORCA 470 SPRING STREET 201A PO BOX 294 FRIDAY HARBOR WA 98250 464936308 501(C)(3) 5310 0 CONSERVATION SUPPORT FOR ORCAS WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI STREET SAN FRANCISCO CA 941072528 300108469 501(C)(3) 104104 0 CONSERVATION SUPPORT FOR ELEPHANTS 24 0 CONSERVATION SCIENCE FELLOWSHIP 30 199190 EDUCATION SUPPORT FOR ADVANCED INQUIRY PROGRAM 5 27250 VETERINARY MENTORSHIP EXTERNSHIP 2 6000 PART I, LINE 2: GRANT FUNDS ARE MONITORED THROUGH ACTIVITY REPORTS AND FINANCIAL REPORTS. SITE VISITS AND INSPECTIONS ARE MADE FOR CERTAIN ACTIVITIES WHEN APPROPRIATE. X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 PAUL BARIBAULT PRESIDENT/CEO 1302978 0 680740 0 9704 0 18257 0 44997 0 2056676 0 0 0 SHAWN DIXON CHIEF OPERATING OFFICER 596732 0 207830 0 15622 0 19732 0 30953 0 870869 0 0 0 DAVID FRANCO CHIEF FINANCIAL OFFICER 553258 0 185094 0 19025 0 17250 0 25381 0 800008 0 0 0 DAVID GILLIG CHIEF PHILANTHROPY OFFICER 514479 0 96569 0 20444 0 17250 0 11515 0 660257 0 0 0 LISA PETERSON EXECUTIVE DIRECTOR, SAFARI PARK 401625 0 79753 0 13625 0 19327 0 19195 0 533525 0 0 0 ERIKA KOHLER EXECUTIVE DIRECTOR, SAN DIEGO ZOO 394622 0 70432 0 14583 0 19174 0 20558 0 519369 0 0 0 DAVID MILLER CHIEF MARKETING OFFICER 358809 0 73235 0 17970 0 17008 0 32689 0 499711 0 0 0 NADINE LAMBERSKI CHIEF CONSERVATION/WILDLIFE 382720 0 76525 0 19183 0 -317 0 16462 0 494573 0 0 0 AIDA ROSA CHIEF HUMAN RESOURCES OFFICER 345951 0 60115 0 14139 0 11652 0 16758 0 448615 0 0 0 WENDY BULGER GENERAL COUNSEL 377449 0 69063 0 10771 0 -18964 0 9468 0 447787 0 0 0 EAMONN FARRELL VP, CONSTRUCTION & ARCHITECTURE 236998 0 20994 0 2804 0 9695 0 21939 0 292430 0 0 0 KAREN BHATT VICE PRESIDENT, HUMAN RESOURCES 229909 0 33395 0 2564 0 12063 0 8327 0 286258 0 0 0 SCHEDULE J, PART I, LINE 1A: A LIMITED NUMBER OF FIRST-CLASS TICKETS ARE BOOKED FOR LONG DISTANCE TRAVEL WHEN BUSINESS CLASS IS NOT OFFERED OR WHEN CIRCUMSTANCES WARRANT (IN 2024, ONLY ONE FIRST CLASS TICKET WAS BOOKED). CHARTER FLIGHTS ARE BOOKED IN REMOTE FIELD LOCATIONS WHERE OTHER MODES OF TRANSPORTATION ARE UNAVAILABLE, OR ARE IMPRACTICAL DUE TO TIME, COST, OR SAFETY CONSIDERATIONS. A DISCRETIONARY SPENDING PLAN COVERING HEALTHY LIFESTYLE EXPENDITURES TO PROMOTE WELLBEING IS OFFERED TO OFFICERS, EXECUTIVES, AND VICE PRESIDENTS, COVERING CERTAIN ELIGIBLE EXPENSES TO SUPPLEMENT THE ORGANIZATION'S HEALTH PLANS. QUALIFIED PLAN EXPENSES ARE REIMBURSED BY THE EMPLOYER UP TO $450 PER MONTH FOR OFFICERS, $300 PER MONTH FOR EXECUTIVES, AND $150 PER MONTH FOR VICE PRESIDENTS. REIMBURSEMENTS ARE TAXABLE TO THE EMPLOYEE AS INCOME. PART I, LINE 7 SDZWA MAINTAINS AN ANNUAL INCENTIVE PLAN. THE INCENTIVE IS CALCULATED AS A PERCENTAGE OF EACH PARTICIPATING EMPLOYEE'S ANNUAL SALARY. THE PERCENTAGE IS BASED ON SDZWA'S ACHIEVEMENT OF SPECIFIED GOALS. EACH PARTICIPANT EMPLOYEE'S INCENTIVE PERCENTAGE IS ADJUSTED FURTHER BASED ON ANNUAL PERFORMANCE. SCHEDULE J, PART II, COLUMN C: DEFERRED COMPENSATION INCLUDES THE CHANGE IN PRESENT VALUE OF ACCRUED PENSION PLAN BENEFITS. EFFECTIVE DECEMBER 31, 2021, THE DEFINED BENEFIT PENSION PLANS WERE CLOSED TO NEW PARTICIPANTS AND FUTURE BENEFIT ACCRUALS WERE FROZEN FOR ACTIVE PLAN PARTICIPANTS. THE CHANGE IN PRESENT VALUE OF ACCRUED BENEFITS INCLUDES CHANGES IN ECONOMIC AND DEMOGRAPHIC ASSUMPTIONS TO REFLECT CURRENT CONDITIONS (DISCOUNT RATE, YEARS TO RETIREMENT, AND MORTALITY). THE CHANGES IN ECONOMIC AND DEMOGRAPHIC ASSUMPTIONS MAY HAVE A SIGNIFICANT POSITIVE OR NEGATIVE IMPACT ON THE VALUE OF DEFERRED COMPENSATION. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 000000000 2020-08-10 35000000 SEE PART VI 0 0 0 A 4780000 35000000 35000000 2007 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 A 0 PART I, LINE A, COLUMN F: THE PURPOSE OF THE BOND IS TO REFINANCE OUTSTANDING BONDS ISSUED ON 7/13/2019. PART IV, LINE 2C: THE DATE OF THE REBATE COMPUTATION WAS 2/27/2013. X 164 189626 FAIR MARKET VALUE X 41 2565467 FAIR MARKET VALUE X 1 2682313 APPRAISAL X AUCTION ITEMS AND MISCELLANEOUS 153 244101 DONOR DETERMINED 1 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I COLUMN B. PART I, LINE 32B: THIRD PARTY VENDORS ARE USED FOR SOLICITING AND SELLING AUTOS AND FOR SELLING ARTWORK. A THIRD-PARTY BROKER IS USED TO SELL STOCKS AND CRYPTOCURRENCY. FORM 990, PART VI, SECTION A, LINE 6 SDZWA HAS TWO CLASSES OF MEMBERS: HONORARY AND STATUTORY. BOTH CLASSES ARE ENTITLED TO ADMISSIONS BENEFITS AND PRIVILEGES. STATUTORY MEMBERS ALSO HAVE RIGHTS TO VOTE ON MATTERS OF SIGNIFICANCE SUCH AS BYLAW AMENDMENTS AFFECTING THE VOTING RIGHTS OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A NATURE OF VOTING RIGHTS: MEMBERS MAY NOMINATE TRUSTEES TO SUCCEED TRUSTEES WHOSE TERMS OF OFFICE ARE EXPIRING, IN ACCORDANCE WITH THE TERMS OF ARTICLE VI, SECTION 2 OF THE BYLAWS. IF MORE NOMINATIONS ARE RECEIVED THAN THE NUMBER OF TRUSTEES TO BE ELECTED, THEN THE TRUSTEES WILL BE ELECTED BY WRITTEN BALLOT BY MEMBERS, IN ACCORDANCE AND CONDITIONS OF ARTICLE VI, SECTION 3(B) OF THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL AND THE TYPE OF VOTING RIGHTS: ANY ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS BY THE BOARD OF TRUSTEES WHICH WOULD MATERIALLY AND ADVERSELY AFFECT THE RIGHTS OF MEMBERS AS TO VOTING OR TRANSFER SHALL REQUIRE APPROVAL OF THE MEMBERS PURSUANT TO ARTICLE XIV OF THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW THE FORM 990: THE FORM 990 AND SUPPORTING SCHEDULES ARE PREPARED BY AN OUTSIDE TAX PREPARER. A DRAFT OF THE FORM 990 AND ALL REQUIRED SCHEDULES IS DISTRIBUTED TO THE OFFICERS OF THE ORGANIZATION, GENERAL COUNSEL, CHIEF HUMAN RESOURCES OFFICER, AND CHIEF PHILANTRHOPY OFFICER. FOLLOWING THEIR REVIEW, THE FORM 990 IS PRESENTED TO AND REVIEWED BY THE AUDIT COMMITTEE. THEN, THE FORM 990 IS DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO BEING FILED WITH THE I.R.S. FORM 990, PART VI, SECTION B, LINE 12C PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THESE FORMS ARE REVIEWED BY THE VP OF ETHICS AND COMPLIANCE AND GENERAL COUNSEL AND APPROPRIATE ACTION IS TAKEN WITH RESPECT TO ANY DISCLOSURES CONSTITUTING A POTENTIAL CONFLICT, INCLUDING FURTHER REFERRAL, PROHIBITING PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION, ETC. CONFLICTS OF INTEREST THAT MAY ARISE THROUGHOUT THE COURSE OF THE YEAR MUST ALSO BE DISCLOSED AND A PROCESS FOR RAISING THOSE IS DESCRIBED IN THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION OF OFFICERS, EXECUTIVES AND KEY EMPLOYEES: THE BOARD OF TRUSTEES ESTABLISHED AN EXECUTIVE COMPENSATION COMMITTEE TO REVIEW AND APPROVE THE TOTAL COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES, INCLUDING FRINGE BENEFITS AND ANY BONUS OR INCENTIVE PAY PROGRAMS, TO ENSURE THAT SUCH TOTAL PAY IS RESONABLE AND NOT EXCESSIVE. SUCH REVIEWS INCLUDED OBTAINING CURRENT COMPARABILITY DATA AND ENGAGING AN INDEPENDENT FIRM TO PERFORM COMPENSATION ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC: BYLAWS, ARTICLES OF INCORPORATION, THE CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE ON SDZWA'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST 4,714,336. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 2,808,749. FOUNDATION OF ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 921220551 208456251 SUPPORTING CA 501(C)(3) 12A ZSSD 1 SDZWA-PERU AVENIDA PERU F-10 URBANIZACION QUISPICANCHIS CUSCO PE CONSERVATION PE N/A ZSSD 1 SDZWA-KENYA STIMA INVESTMENT PLAZA I 3RD FL M PARKLANDS NAIROBI KE CONSERVATION KE N/A ZSSD 1 2116 HOLDINGS INC 2920 ZOO DRIVE SAN DIEGO CA 92101 933452779 INVESTMENTS CA ZSSD C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SDZWA-PERU B 1035260 FAIR MARKET VALUE