Form990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
Chicago Zoological Society
 
Doing Business As
Brookfield Zoo
 
Number and street (or P.O. box if mail is not delivered to street address)
3300 Golf Road
 
Room/suite
City or town, state or country, and ZIP + 4
Brookfield, IL60513
D Employer identification number

36-2167016
E Telephone number

G Gross receipts $ 74,950,093
F Name and address of principal officer:
Stuart D Strahl PhD
3300 Golf Road
Brookfield,IL60513
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.czs.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1921
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: To inspire conservation leadership by connecting people with wildlife and nature.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 50
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 46
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 1,564
6 Total number of volunteers (estimate if necessary) .... 6 709
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 1,449,324
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 34,956
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 48,362,455 32,649,811
9 Program service revenue (Part VIII, line 2g) ......... 15,991,395 14,658,686
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,618,179 1,801,761
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 11,124,060 10,389,421
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 78,096,089 59,499,679
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 167,073 192,514
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 37,124,959 37,138,464
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 75,000 115,702
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,604,088    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 26,110,344 25,599,879
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 63,477,376 63,046,559
19 Revenue less expenses. Subtract line 18 from line 12....... 14,618,713 -3,546,880
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 224,208,432 210,369,000
21 Total liabilities (Part X, line 26)............. 68,476,877 60,942,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 155,731,555 149,427,000
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: To inspire conservation leadership by connecting people with wildlife and nature.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 14,860,076 including grants of $   ) (Revenue $ 2,362,094 )
Center for Science and Animal Well-Being CSAW More than 2500 ambassadors of the animal kingdom provide our visitors with a rare opportunity to see species from around the globe. Expert care of these ambassadors is a time-honored tradition at CZS, where innovations in husbandry techniques and pioneering breeding programs are part of the cutting edge culture of excellence. Staff in the CSAW integrate disciplines such as endocrinology, population biology, behavioral science, nutrition and veterinary science to determine the best ways to provide and continuously care for the animals. They also incorporate models and practices from around the world, and from an array of animal care professionals, to develop the best possible zoo-based animal care and management practices.
4b (Code:   ) (Expenses $ 9,876,000 including grants of $   ) (Revenue $   )
Care of Buildings and Grounds The CZS maintains over 214 acres of land and 72 buildings to exhibit over 2,500 animals. Guests see examples of our environmentally sound policies throughout the Zoo grounds including energy efficient cooling systems, plentiful recycling containers and clean burning natural gas vehicles.
4c (Code:   ) (Expenses $ 8,232,000 including grants of $   ) (Revenue $ 6,353,282 )
Visitor Services Brookfield Zoo served over 2.1 million visitors in 2011, providing them with transportation, shops and restaurants. In addition to motorized, narrated educational tours throughout the park, the Zoo offers strollers, wheelchairs, wagons, etc. to help visitors have a more enjoyable visit. The shops make available goods which promote an interest in and understanding of the natural world and an awareness of how people around the world co-exist with the animals and the ecosystems where they live, and how choices made by humans impact the animals and the environment. The restaurants allow our visitors to stay in the park for lunch and expand the time they can enjoy the park. Visitor Services works closely with educators and designers to develop food packaging programs and select products which convey education and conservation related messages. Visitor Services also provides opportunities for families, businesses, senior groups, social clubs, etc. to hold special outings at the park where they receive admission, special tours and interaction with zoo staff.
4d Other program services (Describe in Schedule O.)
(Expenses $ 21,637,000 including grants of $ 192,514 ) (Revenue $ 8,956,543 )
4e Total program service expensesMediumBullet$ 54,605,076
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
163
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
1,564
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
No
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
50
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
46
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
WI , IL , FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Kenneth S Kaduk
3300 Golf Road
Brookfield,IL60513
(708) 688-8315
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) William C Kunkler III
Chairman of the Board
 2.00 X   X       0 0 0
(2) Corwith Hamill
Honorary Chairman of the Board
 2.00 X   X       0 0 0
(3) John P Grube
Deputy Chairman of the Board
 2.00 X   X       0 0 0
(4) Stephen P Bent
Vice-Chairman of the Board
 2.00 X   X       0 0 0
(5) Elizabeth Hamill Bramsen
Vice-Chairman of the Board
 2.00 X   X       0 0 0
(6) Merrick M Elfman
Vice-Chairman of the Board
 2.00 X   X       0 0 0
(7) Dennis J Keller
Vice-Chairman of the Board
 2.00 X   X       0 0 0
(8) John W Taylor III
Vice-Chairman of the Board
 2.00 X   X       0 0 0
(9) Cherryl T Thomas
Vice-Chairman of the Board
 2.00 X   X       0 0 0
(10) Michael P Emmert
Treasurer
 2.00 X   X       0 0 0
(11) Randall G Vickery
Secretary
 2.00 X   X       0 0 0
(12) Stuart D Strahl PhD
President and CEO
 40.00 X   X       409,821 0 26,782
(13) Stuart B Abelson
Trustee
 2.00 X           0 0 0
(14) Nathalie Alberts
Trustee
 2.00 X           0 0 0
(15) Cushman L Andrews
Trustee
 2.00 X           0 0 0
(16) John C Barron
Trustee
 2.00 X           0 0 0
(17) Robert M Beavers Jr
Trustee
 2.00 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Edward McCormick Blair Jr
Trustee
 2.00 X           0 0 0
(19) John A Carpenter
Trustee
 2.00 X           0 0 0
(20) Shirley J Daly
Trustee
 2.00 X           0 0 0
(21) Lawrence E DeMar
Trustee
 2.00 X           0 0 0
(22) Vicki L DeMar
Trustee
 2.00 X           0 0 0
(23) Michael F DeSantiago
Trustee
 2.00 X           0 0 0
(24) Joan M Etten-Krall
Trustee
 2.00 X           0 0 0
(25) Thomas L Fisher
Trustee
 2.00 X           0 0 0
(26) Arthur J Fogel
Trustee
 2.00 X           0 0 0
(27) Bert A Getz Jr
Trustee
 2.00 X           0 0 0
(28) Graham C Grady
Trustee
 2.00 X           0 0 0
(29) Philip Lee Harris
Trustee
 2.00 X           0 0 0
(30) Christine E Holden
Trustee
 2.00 X           0 0 0
(31) William L Hood Jr
Trustee
 2.00 X           0 0 0
(32) Heidi A Huizenga
Trustee
 2.00 X           0 0 0
(33) Jill VJavors
Trustee
 2.00 X           0 0 0
(34) Barbara Levy Kipper
Trustee
 2.00 X           0 0 0
(35) Angelo C Kleronomos
Trustee
 2.00 X           0 0 0
(36) Fred A Krehbiel
Trustee
 2.00 X           0 0 0
(37) William O Lipinski
Trustee
 2.00 X           0 0 0
(38) Mary Ann S MacLean
Trustee
 2.00 X           0 0 0
(39) Jerry Manne
Trustee
 2.00 X           0 0 0
(40) Grant G McCullagh
Trustee
 2.00 X           0 0 0
(41) Brett N McGinnis
Trustee
 2.00 X           0 0 0
(42) Christian B McGrath
Trustee
 2.00 X           0 0 0
(43) Andrew J McKenna Jr
Trustee
 2.00 X           0 0 0
(44) Susan A Pipal
Trustee
 2.00 X           0 0 0
(45) Toni Reed Preckwinkle
Trustee
 2.00 X           0 0 0
(46) Philip J Rock
Trustee
 2.00 X           0 0 0
(47) Mark G Sander
Trustee
 2.00 X           0 0 0
(48) Nan Schaffer DVM
Trustee
 2.00 X           0 0 0
(49) Kathryn Babcock Shaffer
Trustee
 2.00 X           0 0 0
(50) Kenneth N Thompson
Trustee
 2.00 X           0 0 0
(51) William E Thonn
Trustee
 2.00 X           0 0 0
(52) Christopher D Traut
Trustee
 2.00 X           0 0 0
(53) Susan E Ahern
Trustee
 2.00 X           0 0 0
(54) Cindy Zeigler
Sr. VP Institutional Advancement
 40.00       X     252,970 0 4,296
(55) Dr Alejandro Grajal
Sr. VP Conservation, Educ. and Training
 40.00       X     185,599 0 21,238
(56) Kenneth S Kaduk
Sr. VP Finance Admin.
 40.00       X     183,892 0 18,346
(57) Frank W Zeigler
Sr. VP Collections and Animal Care
 40.00       X     167,630 0 19,809
(58) Sarah Breen-Bartecki
VP Conservation Funding Initiatives
 40.00         X   167,884 0 10,621
(59) Matthew Mayer
VP Govt Affairs
 40.00         X   164,872 0 8,165
(60) Terrence Sykes
VP Development
 40.00         X   163,245 0 20,255
(61) Brian Krockey
Sr. Director Food Svc. Operations
 40.00         X   155,550 0 16,895
(62) Anna Clarke
VP Marketing Communications
 40.00         X   145,305 0 6,906
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,996,768   153,313
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet23
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Murphy and Miller
600 W Taylor St
Chicago,IL60607 		Construction, HVAC repairs and maint. 1,074,576
Freeborn and Peters LLP
311 S Wacker Dr Suite 3000
Chicago,IL60606 		Legal Services 703,361
University of Illinois
2001 S Lincoln Ave
Urbana,IL61802 		Veterinary, Pathology and Research Svcs. 507,077
Cemrock Landscapes
4790 So Julian Ave
Tucson,AZ85714 		Exhibit Renovation 439,954
PBA Inc
PO Box 2023
Carol Stream,IL60132 		benefits administration 420,721
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet40
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b 8,401,320
c Fundraising events....1c 1,628,786
d Related organizations...1d  
e Government grants (contributions)1e 16,256,095
f All other contributions, gifts, grants, and
similar amounts not included above1f 		6,363,610
g Noncash contributions included in lines 1a-1f:$ 981,516
h Total. Add lines 1a-1f.......MediumBullet 32,649,811
Program Service Revenue Business Code
2a General Admissions 900,099 5,114,939 5,114,939    
b Memberships 900,099 2,233,505 2,233,505    
c Visitor Services 900,099 3,303,676 1,854,352 1,449,324  
d Admissions-Internal Attractions 900,099 2,217,724 2,217,724    
e Sponsorship Agreements 900,099 954,895 954,895    
f All other program service revenue . 833,947 833,947    
g Total. Add lines 2a–2f........MediumBullet 14,658,686
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,089,178     1,089,178
4 Income from investment of tax-exempt bond proceeds..MediumBullet 796     796
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross rents 16,350  
b Less: rental expenses    
c Rental income or (loss) 16,350  
d Net rental income or (loss).......MediumBullet 16,350     16,350
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 11,984,069  
b Less: cost or other basis and sales expenses 11,272,282  
c Gain or (loss) 711,787  
d Net gain or (loss)..........MediumBullet 711,787     711,787
8a Gross income from fundraising events (not including
$ 1,628,786
of contributions reported on line 1c). See Part IV, line 18 ...
a 340,533
b Less: direct expenses ...b 753,365
c Net income or (loss) from fundraising events..MediumBullet -412,832   -412,832
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 51,800
b Less: direct expenses ...b 7,920
c Net income or (loss) from gaming activities...MediumBullet 43,880     43,880
10a Gross sales of inventory, less
returns and allowances .
a 11,880,982
b Less: cost of goods sold ..b 3,416,847
c Net income or (loss) from sales of inventory..MediumBullet 8,464,135 3,013,233   5,450,902
Miscellaneous Revenue Business Code
11a Visitor Parking 900,099 2,028,080     2,028,080
b In park Transportation Rentals 900,099 249,808     249,808
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 2,277,888
12 Total revenue. See Instructions....MediumBullet 59,499,679 16,222,595 1,449,324 9,177,949
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 72,179 72,179
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 9,500 9,500
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 110,835 110,835
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,592,212 628,729 414,413 549,070
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 27,674,291 24,330,147 2,109,809 1,234,335
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 594,900 523,512 45,212 26,176
9 Other employee benefits ....... 4,940,197 4,099,173 579,929 261,095
10 Payroll taxes ........... 2,336,864 2,056,440 177,602 102,822
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 632,465   632,465  
c Accounting ........... 64,446   64,446  
d Lobbying ........... 56,262 11,262 45,000  
e Professional fundraising. See Part IV, line 17.. 115,702 115,702
f Investment management fees ...... 99,375   99,375  
g Other .......... 3,701,814 3,468,739 215,450 17,625
12 Advertising and promotion .... 1,498,659 1,498,659    
13 Office expenses ....... 5,284,732 4,959,870 208,347 116,515
14 Information technology ...... 708,029 180,308 508,855 18,866
15 Royalties .. 27,965 27,965    
16 Occupancy ........... 2,656,043 2,345,573 286,536 23,934
17 Travel ............ 270,572 233,598 12,503 24,471
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 285,346 148,299 35,873 101,174
20 Interest ........... 1,090,851 1,090,851    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 7,517,254 7,517,254    
23 Insurance .............. 404,122 62,218 341,904  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a Change in Market Valuation of Swap Agreements 663,206 663,206    
b Revenue Bond Maintenance Fees 377,009 377,009    
c Loss on Retirement of Fixed Assets 73,507 73,507    
d
e
f All other expenses 188,222 116,243 59,676 12,303
25 Total functional expenses. Add lines 1 through 24f 63,046,559 54,605,076 5,837,395 2,604,088
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 570,210 1 929,687
2 Savings and temporary cash investments ....... 34,885,623 2 24,592,503
3 Pledges and grants receivable, net ......... 19,787,618 3 13,663,416
4 Accounts receivable, net ......... 2,290,110 4 396,903
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 912,812 8 1,001,631
9 Prepaid expenses and deferred charges ............ 352,791 9 530,273
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 228,011,329
b Less: accumulated depreciation. ..... 10b 97,220,119 131,835,727 10c 130,791,210
11 Investments—publicly traded securities .......... 33,133,000 11 37,965,000
12 Investments—other securities. See Part IV, line 11 ......   12 130,000
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 440,541 15 368,377
16 Total assets. Add lines 1 through 15 (must equal line 34)... 224,208,432 16 210,369,000
Liabilities 17 Accounts payable and accrued expenses . 5,768,366 17 5,834,091
18 Grants payable ..........   18  
19 Deferred revenue .......... 5,682,229 19 5,887,402
20 Tax-exempt bond liabilities .......... 47,245,000 20 37,465,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 60,831 21 63,020
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 9,720,451 25 11,692,487
26 Total liabilities. Add lines 17 through 25..... 68,476,877 26 60,942,000
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 119,179,603 27 121,729,000
28 Temporarily restricted net assets ..... 29,248,467 28 20,395,000
29 Permanently restricted net assets ..... 7,303,485 29 7,303,000
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 155,731,555 33 149,427,000
34 Total liabilities and net assets/fund balances ..... 224,208,432 34 210,369,000
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
59,499,679
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
63,046,559
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-3,546,880
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
155,731,555
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-2,757,675
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
149,427,000
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID: 11000218
Software Version: 2011.0.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 25,842,204 19,205,470 13,524,906 13,884,261 16,910,890 89,367,731
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... 27,351,867 17,071,581 17,661,814 15,624,369 15,738,921 93,448,552
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 53,194,071 36,277,051 31,186,720 29,508,630 32,649,811 182,816,283
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           5,893,437
6 Public Support. Subtract line 5 from line 4.           176,922,846
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 53,194,071 36,277,051 31,186,720 29,508,630 32,649,811 182,816,283
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 633,182 1,148,318 498,907 602,399 1,089,974 3,972,780
9 Net income from unrelated business activities, whether or not the business is regularly carried on..   39,294 20,727 24,317 74,240 158,578
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           186,947,641
12
12
159,835,852
13
Section C. Computation of Public Support Percentage
14
14
94.640 %
15
15
94.520 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
0 %
16
16
 
Section D. Computation of Investment Income Percentage
17
17
0 %
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000218
Software Version: 2011.0.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Chicago Zoological Society
  		Employer identification number

36-2167016
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Chicago Zoological Society
  		Employer identification number

36-2167016
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
Chicago Zoological Society
  		Employer identification number

36-2167016
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID: 11000218
Software Version: 2011.0.0
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
115,778
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
115,778
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
II-B Line 1A-J This Chicago Zoological Society is a private nonprofit organization that operates Brookfield Zoo on land owned by the Forest Preserve District of Cook County. Brookfield Zoo was created through an act of the Illinois Legislature and the Society annually receives partial funding from Cook County to maintain and operate the Zoo. Occasionally, the laws and regulations under which the Society was organized and is funded and operated require updating. The Society may
II-B Line 1A-J contd advise and assist appropriate legislative bodies in this activity. It may also advocate the adoption or rejection of legislation. By virtue of a management agreement with the District, the Society is periodically called upon to advise on matters of public policy. The Society also employs certain staff and consultants to communicate with the State of Illinois, federal officials, county commissioners and other government officials, to inform those parties of the activities of the Society.
II-B Line 1A-J contd Additionally, as required during the year, the Societys president and designated staff attend national and international professional group meetings and otherwise communicate with those groups on various matters, including the expression of opinions to appropriate congressional representatives, congressional committees or other deliberative bodies that influence public policy concerning species in danger of extinction, environmental management,
II-B Line 1A-J contd the biological sciences and kindred subject, and federal regulatory agency activities affecting wildlife and its management. Also, as needed from time to time, the Society contacts its members, staff and volunteers to encourage them to express their views on pending legislation that may have a direct impact on the Society and its conservation programs.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID: 11000218
Software Version: 2011.0.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......   2
2 Aggregate contributions to (during year) ...   259,197
3 Aggregate grants from (during year) ...   202,655
4 Aggregate value at end of year .......   1,809,650
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 15,750,000 14,012,000 11,708,000 16,350,000
b Contributions ........ 325,000 412,000 344,000 672,000
c Net investment earnings, gains, and losses ... -390,000 2,092,000 2,586,000 -4,748,000
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		454,000 689,000 521,000 469,000
f Administrative expenses .... 32,000 77,000 105,000 97,000
g End of year balance ...... 15,199,000 15,750,000 14,012,000 11,708,000
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet26.000 %
b
Permanent endowment SchDMd Bullet48.000 %
c
Temporarily restricted endowment SchDMd Bullet26.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   221,372,284 92,939,529 128,432,755
d Equipment ................   5,683,192 4,280,590 1,402,602
e Other .................   955,853   955,853
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 130,791,210
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes  
Accrued Post Retirement Benefit Obligation 6,355,294
Accrued Sick Pay Benefit Obligation 1,798,602
Charitable Gift Annuity Obligation 409,828
Market Value of Swap Agreements 3,127,696
Other 1,067




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 11,692,487
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 59,499,679
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 63,046,559
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -3,546,880
4 Net unrealized gains (losses) on investments .......................... 4 -1,788,675
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8 -968,445
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 -2,757,120
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -6,304,000
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 61,942,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -1,788,675
b Donated services and use of facilities ......... 2b 67,353
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -1,721,322
3 Subtract line 2e from line 1..................... 3 63,663,322
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 14,489
b Other (Describe in Part XIV.) ........... 4b -4,178,132
c Add lines 4a and 4b....................... 4c -4,163,643
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 59,499,679
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 67,277,000
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 67,353
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d 4,177,577
e Add lines 2a through 2d...................... 2e 4,244,930
3 Subtract line 2e from line 1..................... 3 63,032,070
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 14,489
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c 14,489
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 63,046,559
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
I 5 and 6 The Society does not maintain any donor advised funds. Other Funds consist of the Chicago Board of Trade Endangered Species Fund and the CZS Womens Board Fund. Contributions to these funds come from donors as well as proceeds from fundraising events and investment income. Grants are decided by committees as described in Schedule I. At times, donors who have given money to the fund may also sit on the granting committee but no one donor may decide on the grant awards. All grants awarded
I 5 and 6 contd must follow the guidelines and processes established by CZS. CZS Board of Trustees has final approval of all Chicago Board of Trade Endangered Species Fund Committee recommended grant awards. CZS Management has final approval of all CZS Womens Board recommended grant awards.
III 1A Animal Collections, which were acquired through breeding loans, purchases and contributions, are not recognized as assets on the Statement of Financial Position. Costs to acquire collection items are recorded as decreases in unrestricted net assets in the year in which the animals are acquired. Proceeds from deaccessions are reflected as increases in the appropriate net asset class. The Societys animal collection consists of specimens with numerous attributes including, taxonomic group,
III 1A contd age, sex, relationship and value to other animals, endangered status and breeding potential. The Society retains a record of every animal in a permanent file. An inventory of the collection is prepared annually. Professionally trained keeper staff and population managers provide daily care for the colletion and determine population needs.
III 4 The more than 2500 ambassadors of the animal kingdom which make up the CZS collection provide our visitors a rare opportunity to see species from around the globe. The collection, in connection with our education programs, provides CZS the opportunity to teach guests about animals and nature, conservation and other related topics.
IV 2B CZS acts as fiscal agent for certain subgroups of the AZA Species Survival Plan Grps, Taxon Advisory Grps, Strat. Action Grps or other similar groups where the current chair of the group is a CZS employee. The funds are tracked separately on CZS books as an offsetting asset and liability. Funds expended from these accounts are subject to the same policies as other CZS expenses. If the Chair of the group changes or moves to another institution, the funds are transferred to that institution.
V 4 The Societys endowment consists of 11 different funds established to support a variety of CZS programs including conservation and research, education and outreach, care of the animal collection and grounds, and general operations. Additionally, the Society is the designated beneficiary of the interest income on a 1 million endowment established and maintained by the Chicago Community Trust. The CCT maintains variance power over this endowment and, accordingly, the Society has not included it
V 4 Contd in its financial statements.
VI 1A-E The Society operates a zoological park on land owned by the Forest Preserve District of Cook County, IL which is provided to the Society at no charge. The land site of the Zoo, accordingly, is not recorded on the Societys financial statements. All park improvements acquired by the Society are legally owned by the District. All Park improvements acquired by the Society, including those acquired with District funds, are recorded as park improvements on the Societys financial statements.
VI 1A-E Contd The amount in Other represents construction in progress on capital assets. Once a capital assets is complete and in use, the total amount for that project is closed out of construction in progress and transferred to park improvements.
X 2 The Societys application of GAAPUSA regarding uncertain tax positions had no effect on its financial position as management believes the Society has no material unrecognized income tax benefits, including any potential risk of loss of its not-for-profit status. The Society would account for any potential interest or penalties related to possible future liabilities for unrecognized income tax benefits as income tax expense. The Society is no longer subject to
X 2 Contd examination by federal, state or local tax authorities for periods before 2008.
XI 8 Other Adjustments - Change in post retirement benefits not yet recognized in operations -969,000, rounding and misc. adjustment 555
XII 4B Other Adjustments - Cost of Sales Inventory -3,416,847, fundraising event expense -753,365, raffle expense -7920
XIII 2D Other Adjustments - Cost of Sales Inventory 3,416,847, fundraising event expense 753,365, raffle expense 7,920, rounding and misc. adjustment -555
Schedule D (Form 990) 2011

Additional Data


Software ID: 11000218
Software Version: 2011.0.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean     grants to recipients in region   3,000
Central America and the Caribbean     program services attend conservation related conference 1,888
East Asia and the Pacific     grants to recipients in region   12,260
East Asia and the Pacific     program services attend conservation related conference 2,730
Europe     grants to recipients in region   25,000
Europe     program services attend conservation related conference 3,073
Europe     program services membership in conservation organization 12,052
North America     program services attend conservation related conference 4,424
South America     grants to recipients in region   38,745
South America     program services conservation related fieldwork 18,979
South Asia     grants to recipients in region   4,700
South Asia     program services attend conservation related conference 52
Sub-Saharan Africa     grants to recipients in region   27,130
           
           
           
           
3a Sub-total .....     154,033
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     154,033
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe Conservation research fieldwork 25,000 wire transfer      
South America Conservation research fieldwork 10,000 check      
Sub-Saharan Africa Conservation research fieldwork 10,000 wire transfer      
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
3
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Conservation research fieldwork South America 5 16,245 wire transfer      
Conservation research fieldwork East Asia and the Pacific 2 8,260 wire transfer      
Conservation research fieldwork Sub-Saharan Africa 3 8,130 wire transfer      
Conservation research fieldwork South Asia 1 4,700 wire transfer      
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
I Line 2 The Society awards grants through its Chicago Board of Trade Endangered Species Fund CBT ESF. The grant cycle is 2 times per year. Grant proposals are reviewed by a team of approximately 20 reviewers. All proposals must be endorsed by an IUCN Species Survival Committee or other major, internationally known conservation organization, the AZA/WAZA, or other major zoo organization. For any individuals/organizations who are not US Citizens/entities, the Society checks the most recent OFAC Control
I Line 2 Contd List of Specifically Designated and Blocked Persons as well as the Consolidated List established and maintained by the 1267 Committee with respect to Al-Qaida, Usama bin Laden, and the Taliban and other individuals, groups, undertakings and entities associated with them. Approximately 50,000 is awarded each cycle, usually in amounts of 2,000 to 5,000 per grant. Final award recommendations are presented to the Executive Committee of the Board of Trustees by the CBT ESF Committee members.
I Line 2 Contd Status reports are required from recipients 6 months after the receipt of the funds. Final reports are due 1 year after receipt of the funds along with a final accounting of the grant funds expended. In addition, other grant funds are given by the Society to major, internationally known conservation organizations in support of their general conservation mission. These contribtuions are determined annually by Society management and approved by the Board as part of the annual operating budget.
I Line 3, Col F Part II Line 1, and Part III All expenditures are reported using the accrual method of accounting.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID: 11000218
Software Version: 2011.0.0



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
Hurley and Associates
2130 Lincoln Park West 15 South
 
Chicago, IL60614 		Consulting-Leadership Campaign   No 1,876,996 8,800 1,868,196
 
Patricia J Hurley and Associates
205 W Wacker Drive Suite 1400
 
Chicago, IL60606 		Consutling-Fundraising dinners   No 1,850,678 106,902 1,743,776
Total .................right arrow 3,727,674 115,702 3,611,972
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
FL, IL, IN, WI
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

Whirl Gala
(event type) 		(b) Event #2

Conservation Award Dinner
(event type) 		(c) Other Events

1
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 1,369,908 480,770 118,641 1,969,319
2 Less: Charitable
contributions . . . 		1,158,098 439,134 31,554 1,628,786
3 Gross income (line 1
minus line 2) . . . 		211,810 41,636 87,087 340,533
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .     6,050 6,050
6 Rent/facility costs . . 165,627 11,561   177,188
7 Food and beverages . . 89,044 36,367   125,411
8 Entertainment . . . 10,000 15,000   25,000
9 Other direct expenses . 312,880 59,858 46,978 419,716
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 753,365
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -412,832
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .     51,800 51,800
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .     7,870 7,870
4 Rent/facility costs . . .        
5 Other direct expenses . .     50 50
6 Volunteer labor . . .
 
 
74.000 %
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 7,920
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow 43,880
9
Enter the state(s) in which the organization operates gaming activities: IL
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
100.000 %
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Heather Bilcer CZS Controller
Address right arrow
3300 Golf Road
Brookfield,IL60513
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
T Sykes
Gaming manager compensation right arrow $ 326
Description of services provided right arrow
As VP Dev., Mr. Sykes spends a small of amt of his time supervising the raffle.
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID: 11000218
Software Version: 2011.0.0
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number
36-2167016
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Society for Marine Mammal Conservations8272 Moss Landing Rd
Moss Landing,CA95039 		94-2842655 501c3 35,000       Spt for conservation conference
(2) Vital Ground FoundationBldg 2-T Fort Missoula Rd
Missoula,MT59804 		87-0483446 501c3 7,500       general operating spt




















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Educ. Scholarship for Conservation Science Studies 5 9,500      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
I Line 2 CZS awards grants and assistance through a variety of programs. For awards under the CBT ESF program as well as general contributions to major conservation organizations, see details in Schedule F, part IV. CZS also provides grants and assistance through its educational scholarship programs and bus stipends programs. CZS maintains records to substantiate amounts, elegibility and selection criteria. Procedures are in place to monitor grants to ensure they are used for proper purposes including,
I Line 2 Contd where applicable, periodic reporting by the grantee.
Schedule I (Form 990) 2011


Additional Data


Software ID: 11000218
Software Version: 2011.0.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Stuart D Strahl PhD (i)
(ii)		 365,346
  		 
  		44,475
  		6,738
  		20,044
  		436,603
  		 
 
(2) Cindy Zeigler (i)
(ii)		 250,000
  		 
  		2,970
  		3,952
  		344
  		257,266
  		 
 
(3) Dr Alejandro Grajal (i)
(ii)		 184,422
  		 
  		1,177
  		3,762
  		17,476
  		206,837
  		 
 
(4) Kenneth S Kaduk (i)
(ii)		 183,067
  		 
  		825
  		5,042
  		13,304
  		202,238
  		 
 
(5) Frank W Zeigler (i)
(ii)		 167,630
  		 
  		 
  		1,962
  		17,847
  		187,439
  		 
 
(6) Sarah Breen-Bartecki (i)
(ii)		 167,416
  		 
  		468
  		4,537
  		6,084
  		178,505
  		 
 
(7) Matthew Mayer (i)
(ii)		 154,529
  		10,000
  		343
  		2,279
  		5,886
  		173,037
  		 
 
(8) Terrence Sykes (i)
(ii)		 162,921
  		 
  		324
  		2,509
  		17,746
  		183,500
  		 
 
(9) Brian Krockey (i)
(ii)		 111,052
  		 
  		44,498
  		 
  		16,895
  		172,445
  		 
 
(10) Anna Clarke (i)
(ii)		 143,697
  		 
  		1,608
  		3,781
  		3,125
  		152,211
  		 
 






Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
I 1A As provided for in the executive employment agreement approved by the Board of Trustees, the President received a housing allowance and a gross up payment equivalent to the tax obligation for the value of Society provided life insurance. Both were treated as taxable compensation to the President.
I 4A As provided for in the Severance Agreement with the Sr. Director of Food Service Operations related to the elimination of the position, he received a severance payment of 41,278.
Schedule J (Form 990) 2011

Additional Data


Software ID: 11000218
Software Version: 2011.0.0
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number
36-2167016
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A Village of Brookfield Cook County IL
  		36-6005807 112732AAD 06-18-2008 39,850,000 Construction and renovation of certain buildings and exhibits   X   X   X
B Village of Brookfield Cook County IL
  		36-6005807 00000NONE 12-22-2005 3,530,000 Refinance of remaining series 1995A Bonds   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 9,130,000      
2 Amount of bonds legally defeased . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . 39,850,000 3,530,000    
4 Gross proceeds in reserve funds . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . 595,445      
6 Proceeds in refunding escrows . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . 296,598 70,600    
8 Credit enhancement from proceeds . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . 872 872    
10 Capital expenditures from proceeds . . . . . . . . . . 30,539,559      
11 Other spent proceeds . . . . . . . . . . . 3,458,528 3,458,528    
12 Other unspent proceeds . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . 2010 1998
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . .   X X          
15 Were the bonds issued as part of an advance refunding issue? . . . .   X   X        
16 Has the final allocation of proceeds been made? . . . . . . X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X          
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X            
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . .   X            
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . .   X            
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X            
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet   %   %   %   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0%   %   %   %
6 Total of lines 4 and 5 . . .. . . . . . . . . 0%   %   %   %
7 Does the bond issue meet the private security or payment test? . . . X              
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X        
2 Is the bond issue a variable rate issue? X   X          
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X          
b Name of provider . . . . . . . . The Northern Trust Co
  		The Northern Trust Co
  		 
  		 
 
c Term of hedge . . . . . . . . 0000000007.000000000000 0000000004.900000000000    
d Was the hedge superintegrated? . . . .   X   X        
e Was a hedge terminated? . . . . .   X   X        
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X        
b Name of provider . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X        
6 Did the bond issue qualify for an exception to rebate? .   X X          
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X X          
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2011

Additional Data


Software ID: 11000218
Software Version: 2011.0.0

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) HDO Inc
  		Trustee Bert A. Getz, Jr. serves as Director 116,444 Tent Rental   No
(2) Freeborn& Peters LLP
  		Secretary of the Board Randall G. Vickery serves as a Partner 703,361 Legal Services   No
(3) The Northern Trust Company
  		Trustee Arthur J. Fogel serves as Executive VP/Managing Director 399,451 Banking, Investment and LC services   No
(4) Cindy Zeigler Family Member of Key employee 257,266 employment   No
(5) Frank W Zeigler Family Member of Key employee 187,439 employment   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
IV 1 During 2011, the Society used HDO, Inc. for tent rental services. Trustee Bert A. Getz, Jr. serves as a Diretor of HDO, Inc. This transaction followed the Societys established procurement policy and rates are competitive with market rates.
IV 2 During 2011, the Society used Freeborn Peters LLP for legal services. Secretary of the Board Randall G. Vickery serves as a Partner of Freeborn Peters. This transaction followed the Societys established procurement policy and rates are competitive with market rates.
IV 3 During 2011, the Society used The Northern Trust Company for banking, investment and letter of credit services. Trustee Arthur J. Fogel serves as an Executive VP and Managing Partner at Northern Trust. This transaction followed the Societys established procurement policy and rates are competitive with market rates.
IV 4 During 2011, Cindy Zeigler was employed as Sr. VP of Institutional Advancement. She is a family member of Key Employee Frank W. Zeigler. Her employment follows the Societys established recruiting, hiring and compensation policies.
IV 5 During 2011, Frank W. Zeigler was employed as Sr. VP Collection and Animal Care. He is a family member of Key Employee Cindy Zeigler. His employment follows the Societys established recruiting, hiring and compensation policies.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000218
Software Version: 2011.0.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 1 1,250 cost or selling price
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 5,760 cost or selling price
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles .. X 1 27,655 MSRP
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 36 413,460 price of stock on gift date
10 Securities—Closely held stock . X 1 129,591 appraisal
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 12 28,324 cost or selling price
20 Drugs and medical supplies . X 4 56,614 cost or selling price
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens .. X 132    
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Operating Supplies ) X 90 212,145 cost or selling price
26 Other Right pointing arrow large image ( charity fundraiser items ) X 4 23,957 cost or selling price
27 Other Right pointing arrow large image ( charity auction items ) X 15 74,890 cost or selling price
28 Other Right pointing arrow large image ( charity raffle items ) X 7 7,870 cost or selling price
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
I 33 Securities Current year contributions of stock which represent payments on pledges recorded as contribution revenue in a previous year are not included in the revenue shown on Form 990, Part VIII, Line 1g.
I 33 Collection Items/Scientific Specimens - A zero amount was reported on Form 990, Part VIII, Line 1g because the Society does not capitalize its collection, as allowed under SFAS 116.
Schedule M (Form 990) 2011
Additional Data


Software ID: 11000218
Software Version: 2011.0.0
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Chicago Zoological Society
 
Employer identification number

36-2167016
Identifier Return Reference Explanation
Form 990 Part VI 1A The fiscal, general oversight, and policies of the Society are vested in a Board of not more than 58 Trustees. As of December 31, 2011there were 50 voting Trustees. The elected Officers of the Board, the chairs of the standing committees and such other Trustees as may be appointed by the Chairman constitute the Executive Committee. The Executive Committee has the power to transact all regular business of the Society during the period between the regular Board meetings.
Form 990 Part VI 2 Corwith Hamill, Honorary Chairman of the Board of Trustees and Elizabeth Hamill Bramsen, Vice-Chairman of the Board - Family Relationship Larry DeMar, Trustee and Vicki DeMar, Trustee - Family Relationship Cindy Zeigler, Key Employee and Frank W. Zeigler, Key Employee - Family Relationship
Form 990 Part VI 6 The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Governance Committee of the Board of Trustees and voted on by the full Board of Trustees.
Form 990 Part VI 7A The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Governance Committee of the Board of Trustees and voted on by the full Board of Trustees.
Form 990 Part VI 11A The IRS Form 990 is prepared by Societys management and reviewed and signed by the Societys tax advisor. The Form 990 is also reveiwed by the Audit Committee of the Board of Trustees. A copy of the entire final version of the form is also made available to the Board of Trustees prior to filing with the IRS.
Form 990 Part VI 12C Annually, a conflict of interest form is sent out to all members of the Board of Trustees, Key Employees and any employee with purchasing authority. The form covers potential conflicts through financial interests, use of Society services, privileged information and representation of Society interests. It also covers specific disclosures required by the IRS Form 990 and the Illinois AG990IL. Board of Trustee responses are reviewed by the Secretary of the Board and the Sr. VP Finance and Admin. who together determine if a conflict exists. Employee responses are reviewed by the VP Human Resources and the Sr. VP Finance and Admin. Any conflicts are addressed to ensure that all internal procedures are followed for any transactions with that individual and that all items requiring disclosure are properly noted. Any Board members with a conflict must abstain from voting on
Form 990 Part VI 12C contd decisions involving the transaction in question. Any transactions entered into with interested persons follow the Societys established procurement policies and are provided at rates competitive with market rates.
Form 990 Part VI 15A and 15B The Societys policy for approval of compensation arrangements with officers and certain senior employees requires review and approval of the compensation arrangement by the Executive Committee of the Board, excluding anyone who is related to or under the control of the person involved in the arrangement. The Committee relies on appropriate comparability data which indicates the types and levels of similar compensation and benefit packages for similar positions provided by similar organizations. The Committee documents the basis for its determination of the reasonableness of compensation. This process is done annually for the President, Sr. VP Finance and Admin and the Sr. VP of Institutional Advancement in any year where there is an increase in compensation.
Form 990 Part VI 19 Governing documents are available through applicable governmental agencies the conflict of interest policy and financial statements are available upon written request to the Society.
Form 990 Part V 7h The Society received a donated car from a car dealership, however this donation was exempt from 1098-C reporting since it does not meet the definition of a qualified vehicle for 1098-C reporting purposes.
Form 990 Part XI 5 Other changes in net assets or fund balances Net unrealized gain/loss on investments -1,788,675 Changes in Post Retirment Benefits not yet recognized in operations -969,000
Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 6,832,000, Grants and allocations 192,514, Revenue 621,246 Center for Conservation Leadership CCL Through its many conservation and education programs, CZS communicates with others to engender in them a sense of ownership about living harmoniously with nature and helping save endangered species. Education specialists, curators, graphic and exhibit designers, photographers and many others contribute to sharing this information with visitors. As well as reaching the 2.1 million visitors, CZS engages would be conservationists outside of the Zoo including classrooms of school children, teachers and community leaders. Additionally through field programs, CZS supports efforts to protect and restore populations of threatened species in other parts of the world. The CCL strengthens the bridge between education and conservation, between field research and the animals in our care.
Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 2,987,000, Grants and allocations 0, Revenue 5,114,939 Admissions and Parking In the course of a year, over 2.1 million visitors enjoy the experience of seeing and learning about the animals of the world. Each individual that enters Brookfield Zoos gates represents an opportunity a chance to introduce representatives of the wild world, to convey our intertwined connections to the animal kingdom, and to encourage positive change in the world. The Brookfield Zoo is open every day of the year. Admission is free to the general public 52 days each year and at all times to Illinois school groups and to military personnel. On certain days throughout the summer extended hours are offered to be more accessible to a more diverse audience.
Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 1,235,000, Grants and allocations 0, Revenue 2,265,463 Membership The membership program services our 109,000 member households, providing them with the opportunity to participate in the conservation and educational efforts of CZS. Member services fulfills new and renewing memberships, answers member questions at locations throughout the park and via telephone and provides educational member Animail updates via email. Members receive unlimited free admission, free or discounted parking and in-park attraction admissions and discounts on food, merchandise and educational classes.
Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 3,066,000, Grants and allocations 0, Revenue 954,895 Marketing and Public Relations CZSs marketing and public relations draws thousands of visitors throughout the year to discover, celebrate and help conserve natures gifts. Through production of seasonal themed events such as Holiday Magic, Creatures of the Night, Boo at the Zoo and Real Fan Days, CZS attracts attendance and exposes a wider audience to our mission. Through celebratory events including Party for the Planet, Ape Awareness Month and Bear Awareness Weekend CZS inspires conservation leadership. Through outreach programming to local communities and organizations, CZS reaches out to those who may not have an opportunity to visit the zoo otherwise. Additionally, CZS produces two complementary websites CZS.org is devoted to in-depth discussion of conservation issues designed to inspire conservation leadership in our guests brookfieldzoo.org acquaints future and past visitors with the many exhibits within the Zoo, upcoming special events and visit planning tools.
Form 990 Part III Program Service Accomplishments Line 4d Other Activities Program Service Expenses 7,517,000, Grants and allocations 0, Revenue 0 Depreciation Depreciation on the Zoos 228 million in buildings and equipment, including animal exhibits, animal care facilities, education spaces, shops and restaurants.
    Form 990, Part III, Line 4d Program Service Expenses 6,832,000, Grants and allocations 192,514, Revenue 621,246 Center for Conservation Leadership CCL Through its many conservation and education programs, CZS communicates with others to engender in them a sense of ownership about living harmoniously with nature and helping save endangered species. Education specialists, curators, graphic and exhibit designers, photographers and many others contribute to sharing this information with visitors. As well as reaching the 2.1 million visitors, CZS engages would be conservationists outside of the Zoo including classrooms of school children, teachers and community leaders. Additionally through field programs, CZS supports efforts to protect and restore populations of threatened species in other parts of the world. The CCL strengthens the bridge between education and conservation, between field research and the animals in our care. Form 990, Part III, Line 4d Program Service Expenses 2,987,000, Grants and allocations 0, Revenue 5,114,939 Admissions and Parking In the course of a year, over 2.1 million visitors enjoy the experience of seeing and learning about the animals of the world. Each individual that enters Brookfield Zoos gates represents an opportunity a chance to introduce representatives of the wild world, to convey our intertwined connections to the animal kingdom, and to encourage positive change in the world. The Brookfield Zoo is open every day of the year. Admission is free to the general public 52 days each year and at all times to Illinois school groups and to military personnel. On certain days throughout the summer extended hours are offered to be more accessible to a more diverse audience. Form 990, Part III, Line 4d Program Service Expenses 1,235,000, Grants and allocations 0, Revenue 2,265,463 Membership The membership program services our 109,000 member households, providing them with the opportunity to participate in the conservation and educational efforts of CZS. Member services fulfills new and renewing memberships, answers member questions at locations throughout the park and via telephone and provides educational member Animail updates via email. Members receive unlimited free admission, free or discounted parking and in-park attraction admissions and discounts on food, merchandise and educational classes. Form 990, Part III, Line 4d Program Service Expenses 3,066,000, Grants and allocations 0, Revenue 954,895 Marketing and Public Relations CZSs marketing and public relations draws thousands of visitors throughout the year to discover, celebrate and help conserve natures gifts. Through production of seasonal themed events such as Holiday Magic, Creatures of the Night, Boo at the Zoo and Real Fan Days, CZS attracts attendance and exposes a wider audience to our mission. Through celebratory events including Party for the Planet, Ape Awareness Month and Bear Awareness Weekend CZS inspires conservation leadership. Through outreach programming to local communities and organizations, CZS reaches out to those who may not have an opportunity to visit the zoo otherwise. Additionally, CZS produces two complementary websites CZS.org is devoted to in-depth discussion of conservation issues designed to inspire conservation leadership in our guests brookfieldzoo.org acquaints future and past visitors with the many exhibits within the Zoo, upcoming special events and visit planning tools. Form 990, Part III, Line 4d Program Service Expenses 7,517,000, Grants and allocations 0, Revenue 0 Depreciation Depreciation on the Zoos 228 million in buildings and equipment, including animal exhibits, animal care facilities, education spaces, shops and restaurants. Form 990 Part VI Section A Line 1A The fiscal, general oversight, and policies of the Society are vested in a Board of not more than 58 Trustees. As of December 31, 2011there were 50 voting Trustees. The elected Officers of the Board, the chairs of the standing committees and such other Trustees as may be appointed by the Chairman constitute the Executive Committee. The Executive Committee has the power to transact all regular business of the Society during the period between the regular Board meetings. Form 990 Part VI Section A Line 2 Corwith Hamill, Honorary Chairman of the Board of Trustees and Elizabeth Hamill Bramsen, Vice-Chairman of the Board - Family Relationship Larry DeMar, Trustee and Vicki DeMar, Trustee - Family Relationship Cindy Zeigler, Key Employee and Frank W. Zeigler, Key Employee - Family Relationship Form 990 Part VI Section A Line 6 The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Governance Committee of the Board of Trustees and voted on by the full Board of Trustees. Form 990 Part VI Section A Line 7A The membership of the Society is composed of up to 250 Governing Members. Up to 55 of the 58 Board of Trustees are elected by the Governing Members at their annual meeting. Governing Members are also eligible for appointment by the Societys Chairman to serve on Board committees other than the Executive Committee. Governing Members are chosen by the Nominating and Governance Committee of the Board of Trustees and voted on by the full Board of Trustees. Form 990 Part VI Section B Line 11A The IRS Form 990 is prepared by Societys management and reviewed and signed by the Societys tax advisor. The Form 990 is also reveiwed by the Audit Committee of the Board of Trustees. A copy of the entire final version of the form is also made available to the Board of Trustees prior to filing with the IRS. Form 990 Part VI Section B Line 12C Annually, a conflict of interest form is sent out to all members of the Board of Trustees, Key Employees and any employee with purchasing authority. The form covers potential conflicts through financial interests, use of Society services, privileged information and representation of Society interests. It also covers specific disclosures required by the IRS Form 990 and the Illinois AG990IL. Board of Trustee responses are reviewed by the Secretary of the Board and the Sr. VP Finance and Admin. who together determine if a conflict exists. Employee responses are reviewed by the VP Human Resources and the Sr. VP Finance and Admin. Any conflicts are addressed to ensure that all internal procedures are followed for any transactions with that individual and that all items requiring disclosure are properly noted. Any Board members with a conflict must abstain from voting on Form 990 Part VI Section B Line 12C contd decisions involving the transaction in question. Any transactions entered into with interested persons follow the Societys established procurement policies and are provided at rates competitive with market rates. Form 990 Part VI Section B Line 15A and 15B The Societys policy for approval of compensation arrangements with officers and certain senior employees requires review and approval of the compensation arrangement by the Executive Committee of the Board, excluding anyone who is related to or under the control of the person involved in the arrangement. The Committee relies on appropriate comparability data which indicates the types and levels of similar compensation and benefit packages for similar positions provided by similar organizations. The Committee documents the basis for its determination of the reasonableness of compensation. This process is done annually for the President, Sr. VP Finance and Admin and the Sr. VP of Institutional Advancement in any year where there is an increase in compensation. Form 990 Part VI Section C Line 19 Governing documents are available through applicable governmental agencies the conflict of interest policy and financial statements are available upon written request to the Society. Form 990 Part V Line 7h The Society received a donated car from a car dealership, however this donation was exempt from 1098-C reporting since it does not meet the definition of a qualified vehicle for 1098-C reporting purposes. Form 990 Part XI Line 5 Other changes in net assets or fund balances Net unrealized gain/loss on investments -1,788,675 Changes in Post Retirment Benefits not yet recognized in operations -969,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000218
Software Version: 2011.0.0