Form 990 for tax year 2023
Filed by INDIANAPOLIS ZOOLOGICAL SOCIETY INC.
Totals
- Total revenue
- $50,063,288
- Total expenses
- $40,234,027
- Contributions and grants received
- $17,761,063
- Grants paid
- $833,193
- Program services expenses (Part IX)
- $35,215,007
- Management and general expenses
- $3,295,036
- Fundraising expenses
- $1,723,984
- Program service expenses (Part III)
- $35,215,007
Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BETH KLAPPER
1ST V CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
BLAKE KORIATH
2ND V CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
MARISOL SANCHEZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
RONDA SHREWSBURY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
STEVE ALONSO
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
ALLEN WRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
AMY WILLIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANDY SELLERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANITA HARDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
APRIL SASSO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CAROLINA RASHIDFAROKHI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHERI DICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTA ADKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CONNIE BOND STUART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID DEWITT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID TROGDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEFFERY HARRISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN SHARPE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JULIA GARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KAREN ANN LLOYD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KENT MORRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KRISTI LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LARRY COAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LAUREN EDMUNDSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LUKE BOSSO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MEL RAINES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL WELLS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MYRTA PULLIAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NANCY ELDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK EARLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETE WARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETER JORGENSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD THRAPP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT SHOEMAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHANE HAGEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHASH GOYAL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STANLEY CHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEVE CAGLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TODD KATZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WHIT GRAYSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT SHUMAKER
PRESIDENT AND CEO
- Total calculated
- $408,251
- From this org
- $323,228
- From related orgs
- $0
- Other
- $85,023
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $290,973
- Bonus
- $30,965
- Other
- $1,290
- Deferred
- $61,000
- Nontaxable benefits
- $24,023
- Filer's total
- $408,251
-
SARA INMAN
VICE PRESIDENT AND CHIEF FINANCIAL OFFICER
- Total calculated
- $169,377
- From this org
- $137,652
- From related orgs
- $0
- Other
- $31,725
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $126,408
- Bonus
- $10,816
- Other
- $428
- Deferred
- $7,743
- Nontaxable benefits
- $23,982
- Filer's total
- $169,377
-
KAREN BURNS
EXECUTIVE VICE PRESIDENT
- Total calculated
- $280,568
- From this org
- $230,671
- From related orgs
- $0
- Other
- $49,897
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,996
- Bonus
- $16,865
- Other
- $3,810
- Deferred
- $31,574
- Nontaxable benefits
- $18,323
- Filer's total
- $280,568
-
WILLIAM STREET
SENIOR VICE PRESIDENT
- Total calculated
- $229,308
- From this org
- $194,710
- From related orgs
- $0
- Other
- $34,598
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,938
- Bonus
- $10,082
- Other
- $690
- Deferred
- $10,575
- Nontaxable benefits
- $24,023
- Filer's total
- $229,308
-
DANA CANFIELD
DIRECTOR
- Total calculated
- $150,244
- From this org
- $133,326
- From related orgs
- $0
- Other
- $16,918
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,661
- Bonus
- $11,302
- Other
- $363
- Deferred
- $6,856
- Nontaxable benefits
- $10,062
- Filer's total
- $150,244
-
JEFF PROUDFOOT
VICE PRESIDENT
- Total calculated
- $201,756
- From this org
- $159,676
- From related orgs
- $0
- Other
- $42,080
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,094
- Bonus
- $9,602
- Other
- $1,980
- Deferred
- $23,757
- Nontaxable benefits
- $18,323
- Filer's total
- $201,756
-
KARL TRAEGER
DIRECTOR
- Total calculated
- $161,595
- From this org
- $146,486
- From related orgs
- $0
- Other
- $15,109
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $108,053
- Bonus
- $38,250
- Other
- $183
- Deferred
- $5,178
- Nontaxable benefits
- $9,931
- Filer's total
- $161,595
-
MARY JANE BENNETT
VICE PRESIDENT
- Total calculated
- $199,389
- From this org
- $165,361
- From related orgs
- $0
- Other
- $34,028
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,463
- Bonus
- $7,918
- Other
- $1,980
- Deferred
- $23,805
- Nontaxable benefits
- $10,223
- Filer's total
- $199,389
-
SARAH EDWARDS
VICE PRESIDENT
- Total calculated
- $164,120
- From this org
- $146,490
- From related orgs
- $0
- Other
- $17,630
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,840
- Bonus
- $10,431
- Other
- $219
- Deferred
- $7,467
- Nontaxable benefits
- $10,163
- Filer's total
- $164,120
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- THE INDIANAPOLIS ZOOLOGICAL SOCIETY, INC. ALSO HAS AN UNFUNDED NONQUALIFIED PLAN FOR THE PAYMENT OF DEFERRED COMPENSATION TO CERTAIN EXECUTIVE EMPLOYEES. EXPENSE RECOGNIZED BY THE SOCIETY AND ACCRUED TOTALED $95,000 FOR THE YEAR ENDED DECEMBER 31, 2023 A LIABILITY HAS BEEN RECORDED IN THE AMOUNT OF $747,062 AND $741,426 RESPECTFULLY, AS OF DECEMBER 31, 2023 AND 2022. DEFERRED COMPENSATION: INCLUDED IN DEFERRED COMPENSATION IS 457(F) PLAN CONTRIBUTIONS AND NONQUALIFIED DEFERRED COMPENSATION. THE AMOUNT OF 457(F) COMPENSATION INCLUDED IN SCHEDULE J, PART II, COLUMN C: ROBERT SHUMAKER $44,500 KAREN BURNS $19,500 MARY JANE BENNETT $15,500 JEFFREY PROUDFOOT $15,500
- Schedule J, Part I, Line 7 Non-fixed payments
- THE INDIANAPOLIS ZOO HAS A BONUS PLAN FOR CERTAIN EXECUTIVE EMPLOYEES ON THEIR ACCOMPLISHMENT OF THE ZOO'S INSTITUTIONAL INITIATIVES. THE BOARD EXECUTIVE COMMITTEE REVIEWS EVALUATIONS PERFORMED ON AND BY THE ZOO PRESIDENT AND DETERMINES AWARD AMOUNTS ANNUALLY. BONUSES MAY NOT BE AWARDED IF THE ZOO PRESIDENT JUDGES THAT THE FISCAL YEAR'S OVERALL FINANCIAL PERFORMANCE DOES NOT JUSTIFY PAYMENTS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
LINCOLN PARK ZOOLOGICAL SOCIETY
$80,000
CONSERVATION
-
$50,000
CONSERVATION
-
$45,000
CONSERVATION
-
$35,000
CONSERVATION
-
CONSERVATION
-
$15,000
CONSERVATION
-
$12,500
CONSERVATION
-
SOUTHERN CONSERVATION PARTNERS
$12,500
CONSERVATION
-
INDIANA NATURAL RESOURCES FOUNDATION
$11,587
CONSERVATION
-
CONSERVATION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423099349302912
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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