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Nonprofiteer
← SAN DIEGO ZOO WILDLIFE ALLIANCE

Form 990 for tax year 2022

Filed by SAN DIEGO ZOO WILDLIFE ALLIANCE.

Totals

Total revenue
$392,443,880
Total expenses
$352,421,424
Contributions and grants received
$65,554,119
Grants paid
$3,550,091
Program service revenue
$290,604,676
Investment income
$9,621,224
Other revenue
$26,663,861
Total assets, end of year
$870,891,979
Total liabilities, end of year
$159,236,908
Net assets or fund balances, end of year
$711,655,071
Program services expenses (Part IX)
$316,759,349
Management and general expenses
$25,875,075
Fundraising expenses
$9,787,000
Program service expenses (Part III)
$316,759,349

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $3,802,309

  • 1c · Fundraising events

    $921,806

  • 1e · Government grants (contributions)

    $23,834,048

  • 1f · All other contributions, gifts and grants

    $36,995,956

  • 1g · Noncash contributions included above

    $2,252,777

  • 2a · Program service revenue: ZOOLOGICAL HABITAT & W

    total $289,091,244 · related or exempt $288,875,845 · unrelated business $215,399

  • 2b · Program service revenue: EDUCATION & OUTREACH

    total $1,513,432 · related or exempt $1,513,432

  • 3 · Investment income

    total $6,584,840 · excluded $6,584,840

  • 5 · Royalties

    total $367,245 · excluded $367,245

  • 7a · Gross sales of assets other than inventory

    securities $33,924,000

  • 7b · Less cost or other basis and sales expenses

    securities $30,887,616

  • 7c · Gain or loss

    securities $3,036,384

  • 7d · Net gain or loss

    total $3,036,384 · excluded $3,036,384

  • 8a · Fundraising events: gross income

    $473,700

  • 8a · Fundraising events: contributions included on line 1c

    $921,806

  • 8b · Fundraising events: direct expenses

    $870,474

  • 8c · Net income from fundraising events

    total -$396,774 · excluded -$396,774

  • 10a · Gross sales of inventory

    $41,555,251

  • 10b · Cost of goods sold

    $15,561,516

  • 10c · Net income from sales of inventory

    total $25,993,735 · related or exempt $17,968,815 · unrelated business $8,024,920

  • 11a · Other revenue: ONLINE TRAINING

    total $396,970 · related or exempt $396,970

  • 11b · Other revenue: LAB SERVICES

    total $161,965 · related or exempt $161,965

  • 11c · Other revenue: FACILITY USE

    total $84,068 · related or exempt $84,068

  • 11d · All other revenue

    total $56,652 · related or exempt $56,652

  • 11e · Other revenue, total

    $699,655

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,844,083 · program services $1,844,083

  • 2 · Grants to domestic individuals

    total $5,135 · program services $5,135

  • 3 · Grants to foreign organizations and individuals

    total $1,700,873 · program services $1,700,873

  • 5 · Compensation of officers, directors and key employees

    total $4,152,381 · program services $909,604 · management and general $2,699,601 · fundraising $543,176

  • 7 · Other salaries and wages

    total $124,205,320 · program services $117,631,203 · management and general $2,429,729 · fundraising $4,144,388

  • 8 · Pension plan contributions

    total $6,270,687 · program services $5,791,100 · management and general $250,584 · fundraising $229,003

  • 9 · Other employee benefits

    total $38,757,666 · program services $35,793,450 · management and general $1,548,804 · fundraising $1,415,412

  • 10 · Payroll taxes

    total $9,665,004 · program services $8,925,817 · management and general $386,225 · fundraising $352,962

  • 11b · Fees: legal

    total $1,045,061 · management and general $1,045,061

  • 11c · Fees: accounting

    total $468,576 · management and general $468,576

  • 11d · Fees: lobbying

    total $386,045 · management and general $386,045

  • 11f · Fees: investment management

    total $425,749 · management and general $425,749

  • 11g · Fees: other

    total $19,590,521 · program services $16,463,351 · management and general $2,481,558 · fundraising $645,612

  • 12 · Advertising and promotion

    total $17,193,394 · program services $16,428,852 · management and general $67,735 · fundraising $696,807

  • 13 · Office expenses

    total $3,899,199 · program services $2,676,480 · management and general $907,883 · fundraising $314,836

  • 14 · Information technology

    total $6,269,613 · program services $2,195,618 · management and general $3,751,624 · fundraising $322,371

  • 16 · Occupancy

    total $16,567,743 · program services $15,091,582 · management and general $1,363,375 · fundraising $112,786

  • 17 · Travel

    total $1,912,755 · program services $1,557,088 · management and general $334,168 · fundraising $21,499

  • 19 · Conferences, conventions and meetings

    total $1,361,623 · program services $866,639 · management and general $261,026 · fundraising $233,958

  • 20 · Interest

    total $957,326 · management and general $957,326

  • 22 · Depreciation, depletion and amortization

    total $37,897,859 · program services $36,376,438 · management and general $1,517,502 · fundraising $3,919

  • 23 · Insurance

    total $3,290,680 · program services $15,526 · management and general $3,263,516 · fundraising $11,638

  • 24a · Other expenses: OPERATING SUPPLIES

    total $21,592,100 · program services $20,670,578 · management and general $825,512 · fundraising $96,010

  • 24b · Other expenses: FOOD AND BEVERAGES

    total $17,533,669 · program services $17,533,669

  • 24c · Other expenses: CREDIT CARD FEES & BANK

    total $6,449,058 · program services $5,936,298 · management and general $503,476 · fundraising $9,284

  • 24d · Other expenses: FORAGE

    total $4,784,479 · program services $4,784,479

  • 24e · All other expenses

    total $4,194,825 · program services $3,561,486 · fundraising $633,339

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $353,225 · end of year $353,708

  • 2 · Savings and temporary cash investments

    beginning of year $166,918,004 · end of year $144,331,195

  • 3 · Pledges and grants receivable

    beginning of year $34,403,540 · end of year $32,972,085

  • 4 · Accounts receivable

    beginning of year $10,440,656 · end of year $11,677,146

  • 8 · Inventories for sale or use

    beginning of year $4,360,498 · end of year $4,692,698

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,130,984 · end of year $3,617,778

  • 10a · Land, buildings and equipment: cost or other basis

    $791,449,871

  • 10b · Land, buildings and equipment: accumulated depreciation

    $451,604,355

  • 10c · Land, buildings and equipment, net

    beginning of year $350,255,265 · end of year $339,845,516

  • 11 · Investments: publicly traded securities

    beginning of year $180,502,000 · end of year $172,718,000

  • 12 · Investments: other securities

    beginning of year $90,895,000 · end of year $91,294,000

  • 15 · Other assets

    beginning of year $63,558,712 · end of year $69,389,853

  • 17 · Accounts payable and accrued expenses

    beginning of year $48,218,044 · end of year $46,127,622

  • 19 · Deferred revenue

    beginning of year $30,293,506 · end of year $29,349,666

  • 20 · Tax-exempt bond liabilities

    beginning of year $33,549,404 · end of year $32,396,935

  • 23 · Secured mortgages and notes payable

    beginning of year $24,185,000 · end of year $23,355,000

  • 25 · Other liabilities

    beginning of year $78,248,767 · end of year $28,007,685

  • 27 · Net assets without donor restrictions

    beginning of year $437,972,908 · end of year $499,168,708

  • 28 · Net assets with donor restrictions

    beginning of year $253,350,255 · end of year $212,486,363

Mission and programs · 2022

Mission

SAN DIEGO ZOO WILDLIFE ALLIANCE IS COMMITTED TO SAVING SPECIES WORLDWIDE BY UNITING OUR EXPERTISE IN ANIMAL CARE AND CONSERVATION SCIENCE WITH OUR DEDICATION TO INSPIRING PASSION FOR NATURE.

Activities or mission (Part I)

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.

  • WILDLIFE CARE AND CONSERVATION: SDZWA IS AN INTERNATIONAL CONSERVATION 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 ANIMAL 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 EVERY DAY. BECAUSE WHEN WILDLIFE THRIVES, ALL LIFE THRIVES. 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. PROGRAM ACTIVITIES ARE SUPPORTED THROUGH ADMISSIONS, MEMBERSHIPS, DONATIONS, GRANTS, PARTNERS, AND SALES AT BOTH FACILITIES.

    Expenses $316,759,349 · Grants $3,550,091 · Revenue $309,057,747

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Baribault

    PRESIDENT/CEO

    Total calculated
    $1,314,973
    From this org
    $1,274,638
    From related orgs
    $0
    Other
    $40,335
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $891,228
    Bonus
    $372,357
    Other
    $11,053
    Deferred
    $13,750
    Nontaxable benefits
    $26,585
    Filer's total
    $1,314,973

  • Shawn Dixon

    CHIEF OPERATING OFFICER

    Total calculated
    $697,439
    From this org
    $667,949
    From related orgs
    $0
    Other
    $29,490
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $478,476
    Bonus
    $177,294
    Other
    $12,179
    Deferred
    $12,915
    Nontaxable benefits
    $16,575
    Filer's total
    $697,439

  • David Franco

    CHIEF FINANCIAL OFFICER

    Total calculated
    $687,188
    From this org
    $657,781
    From related orgs
    $0
    Other
    $29,407
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $470,319
    Bonus
    $171,391
    Other
    $16,071
    Deferred
    $15,250
    Nontaxable benefits
    $14,157
    Filer's total
    $687,188

  • David Gillig

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $543,176
    From this org
    $516,336
    From related orgs
    $0
    Other
    $26,840
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $424,428
    Bonus
    $77,815
    Other
    $14,093
    Deferred
    $15,250
    Nontaxable benefits
    $11,590
    Filer's total
    $543,176

  • Lisa Peterson

    EXEC DIRECTOR, SAFARI PARK

    Total calculated
    $423,060
    From this org
    $396,092
    From related orgs
    $0
    Other
    $26,968
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $316,853
    Bonus
    $67,363
    Other
    $11,876
    Deferred
    $14,306
    Nontaxable benefits
    $12,662
    Filer's total
    $423,060

  • David Miller

    CHIEF MARKETING OFFICER

    Total calculated
    $377,676
    From this org
    $347,187
    From related orgs
    $0
    Other
    $30,489
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $279,496
    Bonus
    $53,432
    Other
    $14,259
    Deferred
    $9,377
    Nontaxable benefits
    $21,112
    Filer's total
    $377,676

  • Erika Kohler

    EXECUTIVE DIRECTOR, SAN DIEGO ZOO

    Total calculated
    $370,055
    From this org
    $342,887
    From related orgs
    $0
    Other
    $27,168
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $276,897
    Bonus
    $56,923
    Other
    $9,067
    Deferred
    $13,076
    Nontaxable benefits
    $14,092
    Filer's total
    $370,055

  • Eamonn Farrell

    VICE PRESIDENT OF CONSTRUCTION

    Total calculated
    $240,482
    From this org
    $219,603
    From related orgs
    $0
    Other
    $20,879
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,191
    Bonus
    $20,694
    Other
    $718
    Deferred
    $7,320
    Nontaxable benefits
    $13,559
    Filer's total
    $240,482

  • Nadine Lamberski

    CHF. CONSERVATION/WILDLIFE

    Total calculated
    $116,489
    From this org
    $382,368
    From related orgs
    $0
    Other
    -$265,879
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $303,057
    Bonus
    $65,080
    Other
    $14,231
    Deferred
    -$280,859
    Nontaxable benefits
    $14,980
    Filer's total
    $116,489

  • Aida Rosa

    CHF. HUMAN RESOURCES OFFICER

    Total calculated
    $95,661
    From this org
    $335,303
    From related orgs
    $0
    Other
    -$239,642
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $271,661
    Bonus
    $54,363
    Other
    $9,279
    Deferred
    -$251,862
    Nontaxable benefits
    $12,220
    Filer's total
    $95,661

  • David Page

    VICE PRESIDENT OF FINANCE

    Total calculated
    $26,300
    From this org
    $231,232
    From related orgs
    $0
    Other
    -$204,932
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $205,774
    Bonus
    $23,192
    Other
    $2,266
    Deferred
    -$217,438
    Nontaxable benefits
    $12,506
    Filer's total
    $26,300

  • Wendy Bulger

    GENERAL COUNSEL

    Total calculated
    -$16,874
    From this org
    $343,482
    From related orgs
    $0
    Other
    -$360,356
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $277,819
    Bonus
    $51,462
    Other
    $14,201
    Deferred
    -$370,288
    Nontaxable benefits
    $9,932
    Filer's total
    -$16,874

  • Aulani Wilhelm

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cliff Hague

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Gary Knell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Javade Chaudhri

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    15

  • Judy Wheatley

    OUTGOING TRUSTEE (DECEASED)

    Total calculated
    $0
    Hours/week
    5

  • Kathleen Cain Carrithers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Linda Lowenstine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Richard Gulley

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    10

  • Robert Horsman

    OUTGOING TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Rolf Benirschke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Steven Simpson

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    10

  • Steven Tappan

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    15

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, and on a Form 990-PF Part VIII's — 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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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)

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.

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

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 2116 RETAIL LLC

    INVESTMENTS · CA · income $0 · assets $0

    Directly controlled by ZSSD

  • 2116 HOLDINGS INC

    INVESTMENTS · CA · income $0 · assets $0

    Directly controlled by ZSSD

Provenance

Return type
form_990
Tax year
2022
Filed
12 October 2023
IRS schema version
2022v5.0
Source object
202342869349300304

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