Source: http://www.docstoc.com/docs/134335949/EBZS_Form_990
Timestamp: 2014-12-27 23:19:54
Document Index: 112367750

Matched Legal Cases: ['arti 11', 'artX                   11', 'arti                                                                                                                        25', 'arti                                                            33', 'art 111', 'art 1', 'art.\n1', 'art 11', 'art\n2', 'art 1']

EBZS_Form_990
O M B N o . 1545-0047
Form 5# 3 O
Departrnent of t h e Treasury
U n d e r s e c t i o n 501(c), 527, o r 4947(a)(1) o f t h e I n t e r n a l R e v e n u e C o d e (except b l a c k l u n g
benefit t r u s t or private foundation)
Open t o P u b l i c
Internal R e v e n u e Service                •    The organization may have t o use a c o p y of this return t o satisfy state reporting requirements.                                        Inspection
A For the 2010 calendar year, or tax year beginning                                     OCT        1 ,         2010              and ending        SEP        30,        2011
B         Check if          C Name of organization                                                                                                    D Employer identification number
1          1 Address
1           Ichanqe           DBA THE OAKLAND ZOO
1           [Name
1           Ichange           Doing Business As                                                                                                                        94-1687847
1           llmtial
1          1 return           Number a n d street (or P.O. box if mail is not delivered to street address)                           Room/suite      E Telephone number
llermin-
PO BOX 5 2 3 8                                                                                                                           5 1 0 - 6 3 2 - 9 5 2 5
1          1 Amended
1          IrRturn            City or t o w n , state or country, a n d ZIP + 4                                                                      G Gross receipts $                   2 0 , 1 4 5 , 5 5 0 .
1          lApplica-
1          Ition              OAKLAND,                CA         9 46 05                                                                             H(a) Is this a group return
F Name a n d address of principal o f f i c e r : D R .          JOEL             PARROTT                                        for affiliates?               1    lYes U U N O
PO     BOX       52 3 8 ,         OAKLAND,                 CA          9 4 6 0 5                                         H(b) Are all affiliates included? 1         1 Yes 1        ] No
1 Tax-exempt status: LXJ 501(c)(3)                           L J    501(c) (            )&lt;      (insert no.) •       4947(a)(1) or L J 527                   If &quot;No,&quot; attach a list, (see instructions)
J Website:^                     WWW.OAKLANDZOO.ORG                                                                                                    H(c) Group exemption number                   •
K Form of organization: [ X j Corporation                        L J Trust       L J Association           |    ) Other •                   L Year of formation: 1 9 3 6| M State of leqal domicile: C A
| Parti 11 Summary
0)        1     Briefly describe the organization&#39;s mission or most significant activities: I N S P I R E                                      RESPECT            FOR           AND
c               STEWARDSHIP                        OF       THE       NATURAL                WORLD/PROVIDE                            QUALITY             VISITOR                 EXPERIENCE.
2    Ch eck this b o x •             1    J if t h e organization discontinued its operations or disposed of more than 2 5 % of its n 3t assets.
g         3     Nu mber of voting members of the governing body (Part VI, line 1a)                                                     . . .                             I_3j                                 20
4    Nu mber of independent voting members of the governing body (Part VI, line 1b)                                                                               4                                 19
5    T o al n u m b e r of individuals employed in calendar year 2 0 1 0 (Part V, line 2a)                                                                        5                                327
it:       6    To al n u m b e r of volunteers (estimate if necessary)                                                                                                      6                                449
3         7 a T o al unrelated business revenue from Part VIII, column (C), line 12                                                                                         7a                                0.
&lt;             b Net unrelated business taxable income from Form 990-T, line 34                                                                                              7b                                0.
Prior Year                      C u r r e n t Year
0)       8     Co ntributions a n d grants (Part VIII, line 1h)                                                                                   4,070,000.                          10,080,571.
C        9    Presgram service revenue (Part VIII, line 2g)                                                                                       7,309,573.                           7,935,494.
&gt;       10     Investment income (Part VIII, column (A), lines 3, 4, and 7d)                                                                          9,066.                               2,556.
EC                                                                                                                                                 1,324,923.                           1,305,171.
11     Ot ner revenue (Part VIII, column (A), lines 5, 6 d , 8 c , 9c, 10c, a n d l i e )
12    T o tal revenue - a d d lines 8 through 11 (must equal Part VIII, column (A), line 12)                                             12,713,562.                          19,323,792.
13     Grants a n d similar amounts paid (Part IX, column (A), lines 1 -3)                                                                   13,000.                              32,000.
14     Benefits paid t o or for members (Part IX, column (A), line 4)                                                                             0.                                   0.
in      15     Salaries, other c o m p e n s a t i o n , employee benefits (Part IX, column (A), lines 5-10)                                      7,407,956.                           7,590,346.
c       16a Professional fundraising fees (Part IX, column (A), line 11 e)                                                                           23,500.                              23,500.
a.            b Total fundraising expenses (Part IX, column (D), line 25)                          &gt;              2 6        8 , 8 6 2 .
m                                                                                                                                                  5,560,364.                           5,593,973.
17     Other expenses (Part IX, column (A), lines 1 l a - l i d , 11f-24f)
18     Total expenses. A d d lines 13-17 (must equal Part IX, column (A), line 25)                                                       13,004,820.                          13,239,819.
19     Revenue less expenses. Subtract line 18 from line 12                                                                                -291,258.                           6,083,973.
Beginning of Current Year                 End of Year
a&gt;i5         20     Total assets (Part X, line 16)                                                                                                    31,934,786.                          38,510,053.
21     Total liabilities (Part X, line 26)                                                                                                2,395,710.                           2,885,548.
S = 22 Net assets or f u n d balances. Subtract                            line 21 from line 2 0                                                      29,539,076.                          35,624,505.
•^u.
| Part:II: 1 Signature Block
IF     Signature of officer                                                                                                              Date
Here                    w       D R . JOEL PARROTT,                             EXEC ZOO DIRECTOR
fT     Type or print name and title
Print/Type preparer&#39;s name                                                                                                  Date/         i      Check     1   1     PTIN
Pj^paret&#39;ssirfffyture        &lt;/)                                            il       &#39;   &#39;
Paid                   LINDA            D.       GEERY                                  /                                                                               ^ell-employed
Preparer               Firm&#39;sname        ^ G I L B E R T            A S S O C I A ^ S ,              INC.             &#39;     &quot;      (/&#39;                 1        Firm&#39;s BIN •
Use Only               Firm&#39;s address^ 2 8 8 0              GATEWAY               OAlCS         DR,           STE         100
SACRAMENTO,                   CA       95833                                                                    Phone no.          9 1 6 - 6 4 6 --6464
May the IRS discuss this return with the preparer shown above? (see instructions)                                                                                                         [ X ] Yes      •      No
032001 02-22-11                   LHA For Paperwork Reduction Act Notice, see the separate instructions.                                                                                        Form 9 9 0 (2010)
Form990 (2010)             DBA THE OAKLAND ZOO                                                                        94--1687847               Page2
Rati;;:till Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III                                                              EX]
THE OAKLAND ZOO INSPIRES RESPECT FOR AND STEWARDSHIP OF THE NATURAL
WORLD WHILE PROVIDING A QUALITY VISITOR EXPERIENCE.
2     Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?                                                                                                I     I Yes f X l No
3     Did the organization cease conducting, or make significant changes in how it conducts, any program services?                 I     I Yes I X 1 No
4     Describe the exempt purpose achievements for each of the organization&#39;s three largest program services 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
4a    (Code:                      ) (Expenses $ 1 0 , 4 8 4 , 0 2 4 . including grants of $           3 2 , 0 0 0 . ) (Revenue $ 9 , 1 7 3 , 4 0 0 . )
THE OAKLAND ZOO PROVIDES EXTENSIVE EDUCATIONAL PROGRAMS TO CHILDREN AND
ADULTS THROUGHOUT THE BAY AREA, DELIVERING 84 9 PROGRAMS AND EVENTS TO
OVER 25,000 PARTICIPANTS THROUGHOUT THE YEAR. THE ZOO SERVES OUR
COMMUNITY BOTH ON-SITE AT THE ZOO THROUGH OUR ZOO SCHOOL EXPLORER&#39;S
CLUB PROGRAMS AND VIA OUR ZOOMOBILE PROGRAMS TO SCHOOLS, LIBRARIES AND
SENIOR CENTERS. ZOOCAMP SERVED OVER 1,000 STUDENTS IN OUR WEEK-LONG
DAY CAMP PROGRAM FOR PRE-K TO MIDDLE SCHOOL. IN 2011, WE BEGAN OFFERING
PROGRAMS DURING SCHOOL BREAKS WHICH SERVED AN ADDITIONAL 350 CAMPERS.
OVERNIGHTS AT THE ZOO GREW IN POPULARITY IN 2011 WITH OVER 1,700 GUESTS
SPENDING THE NIGHT AT THE ZOO AND PARTICIPATING IN SPECIAL TOURS AND
4b    (Code:                    ) (Expenses $                         including grants of $                      ) (Revenue $                          )
4c    (Code:                     ) (Expenses $                         including grants of $                     ) (Revenue $
4d    Other program services. (Describe in Schedule O.)
(Expenses $                          including grants of $                         ) (Revenue $                      )
4e   Total program service expenses ^ &quot;             10,484,024.
Form 9 9 0 (2010)
&#176;3222&#176;Z:o                                             SEE SCHEDULE O FOR CONTINUATION ( S )
EAST BAY ZOOLOGICAL                        SOCIETY
Form 990 (2010)                     DBA THE OAKLAND ZOO                                                                        94-1687847             Page3
%art::!Y;;;: C h e c k l i s t of Required Schedules
1        Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If &quot;Yes,&quot; complete Schedule A                                                                                                            X
2       Is the organization required to complete Schedule B, Schedule of Contributors?                                                           X
3       Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office? If &quot;Yes,&quot; complete Schedule C, Part I
4       Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year? If &quot;Yes,&quot; complete Schedule C, Part II
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 &quot;Yes,&quot; complete Schedule C, Part III
6       Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts? If &quot;Yes,&quot; complete Schedule D, Part I
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 &quot;Yes,&quot; complete Schedule D, Part II
8   Did the organization maintain collections of works of art, historical treasures, or other similar assets? If &quot;Yes,&quot; complete
9   Did the organization report an amount in Part X, line 2 1 ; serve as a custodian for amounts not listed in Part X; or provide
credit counseling, debt management, credit repair, or debt negotiation services? If &quot;Yes,&quot; complete Schedule D, Part IV
If &quot;Yes,&quot; complete Schedule D, Part V                                                                                                  10    X
11 If the organization&#39;s answer to any of the following questions is &quot;Yes,&quot; then complete Schedule D, Parts VI, VII, VIII, IX, orX
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If &quot;Yes,&quot; complete Schedule D,
PartVI                                                                                                                               11a   X
assets reported in Part X, line 16? If &quot;Yes,&quot; complete Schedule D, Part VII                                                          11b
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 &quot;Yes,&quot; complete Schedule D, Part VIII                                                         11c
Part X, line 16? If &quot;Yes,&quot; complete Schedule D, Part IX                                                                              11d
e Did the organization report an amount for other liabilities in Part X, line 25? If &quot;Yes,&quot; complete Schedule D, Part X                11e
Did the organization&#39;s separate or consolidated financial statements for the tax year include a footnote that addresses
the organization&#39;s liability for uncertain tax positions under FIN 48 (ASC 740)? If &quot;Yes,&quot; complete Schedule D, PartX                   11f   X
12a Did the organization obtain separate, independent audited financial statements for the tax year? If &quot;Yes,&quot; complete
Schedule D, Parts XI, XII, and XIII                                                                                                    12a   X
If &quot;Yes,&quot; and if the organization answered &quot;No&quot; fo line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional           12b
13   Is the organization a school described in section 170(b)(1)(A)(ii)? If &quot;Yes,&quot; complete Schedule E                                       13
14a Did the organization maintain an office, employees, or agents outside of the United States?                                             14a
and program service activities outside the United States? If &quot;Yes,&quot; complete Schedule F, Parts I andIV                                 14b
or entity located outside the United States? If &quot;Yes,&quot; complete Schedule F, Parts II and IV                                             15   X
located outside the United States? If &quot;Yes,&quot; complete Schedule F, Parts III and IV                                                  16
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 &quot;Yes,&quot; complete Schedule G, Part I                                                                  17
18       Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1 c and 8a? If &quot;Yes,&quot; complete Schedule G, Part II                                                                                  18   X
19       Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If &quot;Yes,&quot;
complete Schedule G, Part III                                                                                                       19
20a Did the organization operate one or more hospitals? If &quot;Yes,&quot; complete Schedule H                                                  20a
operate one or more hospitals must attach audited financial statements (see instructions)                                          20b
EAST BAY ZOOLOGICAL S O C I E T Y
Form 990 (2010)           DBA THE OAKLAND ZOO                                                                              94-1687847                    Page4
PHiitjVftj Checklist of Required Schedules (continued)
United States on Part IX, column (A), line 1 ? If &quot;Yes,&quot; complete Schedule I, Parts I and II                                            21
column (A), line 2? If &quot;Yes,&quot; complete Schedule I, Parts I and III                                                                      22
Schedule J                                                                                                                              23    X
Schedule K. If &quot;No&quot;, go to line 25                                                                                                        24a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?                                      24b
any tax-exempt bonds?                                                                                                                  24c
d Did the organization act as an &quot;on behalf of&quot; issuer for bonds outstanding at any time during the year?                                   24d
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 &quot;Yes,&quot; complete Schedule L, Part I                                                                25a
Schedule L, Parti                                                                                                                        25b
person outstanding as of the end of the organization&#39;s tax year? If &quot;Yes,&quot; complete Schedule L, Part II                                   26
27   Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
Schedule L, Part III                                                                                                                    27
A current or former officer, director, trustee, or key employee? If &quot;Yes,&quot; complete Schedule L, Part IV                                28a
A family member of a current or former officer, director, trustee, or key employee? If &quot;Yes,&quot; complete Schedule L, Part IV             28b
director, trustee, or direct or indirect owner? If &quot;Yes,&quot; complete Schedule L, Part IV                                                 28c
29     Did the organization receive more than $25,000 in non-cash contributions? If &quot;Yes,&quot; complete Schedule M                                29     X
contributions? If &quot;Yes,&quot; complete Schedule M                                                                                            30
31      Did the organization liquidate, terminate, or dissolve and cease operations?
If &quot;Yes,&quot; complete Schedule N, Part I                                                                                                  31
32      Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?/^ &quot;Ves,&quot; complete
Schedule N, Part II                                                                                                                    32
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 &quot;Yes,&quot; complete Schedule Ft, Parti                                                            33
34  Was the organization related to any tax-exempt or taxable entity?
If &quot;Yes,&quot; complete Schedule Ft, Parts II, III, IV, and V, line 1                                                                           34
35 Is any related organization a controlled entity within the meaning of section 512(b)(13)?                                                   35
a Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of
section 512(b)(13)?/ryes,&quot;comp/efeSchedu/eft, Part V, line 2                                                  •   Yes S ]            No
36      Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?
If &quot;Yes,&quot; complete ScheduleR, Part V, Iine2                                                                                            36
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 &quot;Yes,&quot; complete Schedule R, Part VI                           37
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    X
Form 990 (2010)          DBA THE OAKLAND ZOO                                                                                                  94-1687847             PageS
:.Piart V | Statements Regarding Other IRS Filings and Tax Compliance
la       Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable                                                1a             36
b    Enter the number of Forms W-2G included in line l a . Enter -0- if not applicable                                           lb
c       Did the organization comply with b a c k u p withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners?                                                                                                            1c
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            327
b    If at least one is reported on line 2a, did the organization file all required federal employment tax returns?                                   2b    X
Note. If the s u m of lines 1 a and 2a is greater than 250, you may be required to e-file. (see instructions)
3a       Did the organization have unrelated business gross income of $1,000 or more during the year?                                                     3a
b    If &quot;Yes,&quot; has it filed a Form 9 9 0 - T f o r t h i s year? If &quot;No,&quot;provide   an explanation   in Schedule   O                                   3b
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, securities account, or other financial account)? .                               4a
b    If &quot;Yes,&quot; enter the name of the foreign country: •
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank a n d Financial A c c o u n t s .
5a       Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?                                            5a
b    Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?                                 5b
c    If &quot;Yes,&quot; to line 5a or 5 b , 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
b    If &quot;Yes,&quot; 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    X
b    If &quot;Yes,&quot; d i d the organization notify the donor of the value of the goods or services provided?                                                7b    X
c    Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?                                                                                                                               7c
d    If &quot;Yes,&quot; indicate the number of Forms 8282 filed during the year                                                          | 7d |
e    Did t h e organization receive any f u n d s , directly or indirectly, t o pay premiums on a personal benefit contract?             . .          7e
f    Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?                                     7f
g    If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?                 Ja_
h    If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?               7h
8        Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting
Did the organization make any taxable distributions under section 4966?                                                                          9a
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 9 9 0 , Part VIII, line 12, for public use of club facilities                              10b
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 d u e or received from them.)                                                                                       lib
12a       Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041 ?                                      12a
If &quot;Yes,&quot; 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?                                                             13a
b   Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed t o issue qualified health plans                                                                   13b
c   Enter the amount of reserves on h a n d                                                                                     13c
14a      Did the organization receive any payments for indoor tanning services during the tax year?                                                       14a
b    If &quot;Yes,&quot; has it filed a Form 720 to report these payments? If &quot;No,&quot; provide an explanation                 in Schedule    O                    14b
Form 990 (2010)                    DBA THE OAKLAND ZOO                                                                            94-1687847                  Page6
P a r t V I | G o v e r n a n c e , M a n a g e m e n t , a n d D i s c l o s u r e For each &quot;Yes&quot; response to lines 2 through 7b below, and for a &quot;No&quot; response
Check if Schedule O contains a response to any question in this Part VI                                                                           |_XJ
1a Enter the number of voting members of the governing body at the end of the tax year                          la                          20
b Enter the number of voting members included in line l a , above, who are independent                         lb                          19
2     Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
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?
4  Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
5  Did the organization become aware during the year of a significant diversion of the organization&#39;s assets?
6  Does the organization have members or stockholders?                                                                                                   X
govern ing body?                                                                                                                               7a     X
b Are any decisions of the governing body subject to approval by members, stockholders, or other persons?                                       7b
8   Did the organization contemporaneously document the meetings held or written actions undertaken during the year
The governing body?                                                                                                                           8a
Each committee with authority to act on behalf of the governing body?                                                                         8b     X
9       Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization&#39;s mailing address? If &quot;Yes,&quot; provide the names and addresses in Schedule O
S e c t i o n B. P o l i c i e s (This Section B requests information about policies not required by the Internal Revenue Code.)
10a Does the organization have local chapters, branches, or affiliates?                                                                           10a
and branches to ensure their operations are consistent with those of the organization?                                                        10b
11a Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?                            11a     X
12a Does the organization have a written conflict of interest policy? If &quot;No,&quot; go to line 13                                                      12a
to conflicts?                                                                                                                              12b     X
in Schedule O how this is done                                                                                                             12c     X
13  Does the organization have a written whistleblower policy?                                                                                    13
14  Does the organization have a written document retention and destruction policy?                                                                14
15  Did the process for determining compensation of the following persons include a review and approval by independent
a The organization&#39;s CEO, Executive Director, or top management official                                                                        15a     X
b Other officers or key employees of the organization                                                                                           15b     X
taxable entity during the year?                                                                                                               16a           X
exempt status with respect to such arrangements?                                                                                           16b
17      List the states with which a copy of this Form 990 is required to be filed • C A
18      Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for
I    I Own website       I   I Another&#39;s website        I X I Upon request
19      Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial
20      State the name, physical address, and telephone number of the person who possesses the books and records of the organization: •
CARL NICHOLS - (510)632-9525
9 7 77 GOLF LINKS ROAD, OAKLAND, CA                                          9 46 05
Form 990 (2010)         DBA THE OAKLAND ZOO                                            94-1687847                                                                    Page?
jEjIiyflEj Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees                                                                         •
* List all of the organization&#39;s current key employees, if any. See instructions for definition of &quot;key employee.&quot;
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.
1      1 Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)                                   (B)                  (C)                        (D)                       (E)                       (F)
Name and Title                           Average             Position                  Reportable                Reportable                Estimated
hours per      (check all that apply)        compensation              compensation                amount of
week        o                                   from                  from related                  other
(describe     i                                    the                 organizations             compensation
hours for     •o
s             organization            (W-2/1099-MISC)               from the
related                        s           (W-2/1099-MISC)                                       organization
organizations                  o
a                                                                 and related
O)        I    1            Is. &#163;                                                            organizations
•&#39;i&#39;i&#39;
STEVE KANE                                                                                  nz v
BOARD PRESIDENT                                                2.00       X        X                                       0.                       0.                  0.
BOARD V I C E     PRESIDENT                                    2.00       X        X                                       0.                       0.                  0.
B I L L MARCHANT
BOARD SECRETARY                                                2.00       X        X                                       0.                       0.                  0.
JIM    JOHNSTON
BOARD TREASURER                                                2.00       X        X                                       0.                       0.                  0.
JOEL     PARROTT
EXECUTIVE       DIRECTOR                                    40.00         X        X                         203,500.                               0.                  0.
CFO                                                          32.00                 X                         119,793.                               0.           3,207.
DIRECTOR OF DEVELOPMENT                                     40.00                            X               145,150.                               0.           3,477.
NANCY     FILIPPI
DIRECTOR OF MARKETING                                        40.00                           X               135,400.                               0.           3,795.
TRUSTEE                                                        2.00       X                                                0.                       0.                  0.
JONATHAN      HARRIS
REID     SETTLEMIER
032007 12-21-10                                                                                                                                          Form 9 9 0 (2010)
Form 990 (2010)                 DBA THE OAKLAND ZOO                                                                       94-1687847                PageS
M&#165;!l:        Section A.  Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)                             (B)                (C)                  (D)             (E)                              (F)
Name and title                    Average           Position            Reportable      Reportable                       Estimated
hours per    (check all that apply)  compensation    compensation                       amount of
week                                    from        from related                         other
(describe                                  the        organizations                   compensation
hours for  e
b                         organization  (W-2/1099-MISC)                      from the
related         2            s     (W-2/1099-MISC)                                    organization
organizations l a
in Schedule • a                                                                         organizations
1   I   -C a .
J U S T I N KURD
TRUSTEE                                                2.00      X                                          0.                      0.                0.
1b Sub-total                                                                     •            603,843.                             0.      10,479.
c Total from continuation sheets to Part VII, Section A                        P-                  0.                             0.           0.
d Total (add lines 1 b and 1c)                                                ^             603,843.                             0.      10,479.
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable
compensation from the organization •
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on
line 1 a? If &quot;Yes,&quot; complete Schedule J for such individual                                                                                     X
For any individual listed on line l a , is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? If &quot;Yes,&quot; complete Schedule J for such individual                                        X
rendered to the organization? If &quot;Yes,&quot; complete Schedule J for such person                                                                     X
(A)                                                               (B)                            (C)
Name and business address                                          Description of services              Compensation
$100,000 in compensation from the organization •                         0
Form 990 (2010)           DBA THE                                        OAKLAND               ZOO                                                  94-1687847                       Page9
iPartVUJ       Statement of Revenue
(A)             (B)            (C)                     (D)
Total revenue      Related or     Unrelated             exE^fram
exempt function   business                tax under
revenue        revenue              sections 512,
1 a F ederated campaigns                                          la
i3 to
l\/lembership dues
F undraising events
1c             58,600.
en 10          d Fdelated organizations                                     Id
pE             e CGovernment grants (contributions)                         1e     3,134,842.
f       /s II other contributions, gifts, grants, and
s imilar amounts not included above                  1f     6,887,129.
i:0                                                                                  165,850.
CXI            9 N oncash contributions included in lines 1a-1f&#39; $
o c            h       1&quot;otal. A d d lines l a - l f                                       •                      10080571.
a&gt;        2a           (OPERATING                 REVENUE                                  900099                4,051,742. 4,051,742.
!&#171;             b i4EMBERSHIP DUES                                                          900099                1,712,904. 1,712,904.
W^             c IU D E S                                                                  900099                1,324,588. 1,324,588.
d IEDUCATION                                                                900099                  642,341.   642,341.
e 1EVENTS                                                                   900099                  203,919.   203,919.
f       /^11 other program service revenue
n 1&quot;otal. A d d lines 2a-2f                                                                * •       7,935,494.                                      -.••:
3   1nvestment income (including dividends, interest, and
c)ther similar amounts)                                     ....          . .         •        2,556.                                                  2,556.
4            1ncome from investment of tax-exempt b o n d proceeds                                 •
5            FRoyalties               . . .                                                  •
(i) Real           (il) Personal
6 a          (3ross Rents                               30,584.
b L_ess: rental expenses ..                  .
c FCental income or (loss)                         30,584.
d rvlet rental income or (loss)                                                         *-            30,584.                                                30,584.
7 a CBrass amount from sales of                         (i) Securities            (ii) Other
issets other than inventory
b        I_ess: cost or other basis
w d sales expenses                  . .
c       (Bain or (loss)
d r\let gain or (loss)                   .   .                                            •
IV   8 a          (Brass income from fundraising events (not
in c l u d i n g $               5 8 , 6 0 0 .      of
g                 ccontributions reported on line 1c). See
tr                    f^ r t IV, line 18                                           a   130,365.
.c                                                                              b    93,684.
b        I-ess: direct expenses
c        vlet income or (loss) from fundraising events                         •                      36,681.                                                36,681.
9 a          (Brass income from gaming activities. See
^ a r t l V , line 19                                       a
b        _ess: direct expenses                                       b
c        \|et income or (loss) from gaming activities                                     •
10 a          Brass sales of inventory, less returns
and allowances                                              a   1935161.
b    _ess: cost of goods sold                                    b   728,074.
c    Met income or (loss) from sales of inventory                          • 1,207,087. 1,207,087.
Miscellaneous Revenue                                  Business Code
11 a          INSURANCE SETTLEMENT                                               900099                    16,738.          16,738.
b    MISCELLANEOUS                                                      900099                    14,081.          14,081.
d /Ml other revenue
e    Total. A d d lines 11 a-11d                                                                 3 0 , 8 1 9 . : .:
12            Fatal revenue. See instructions.                                                 •        19323792. 9,173,400.                          0.          69,821.
12-21-10                                                                                                                                                                 Form 9 9 0 (2010)
Form 990 (2010)       DBA THE OAKLAND ZOO                                                                                     94-1687847            PagelO
Pari tX Statement of Functional Expenses
Do       not include amounts reported on lines 6b,                       (A)                      (B)                     (C)                   (D)
7b,      8b, 9b, and 10b of Part VIII.                             Total expenses           Program service        Management and           Fundraising
expenses            general expenses          expenses
1        Grants and other assistance to governments and
organizations in the U S. See Part IV, line 21
2        Grants and other assistance to individuals in
3        Grants and other assistance to governments,
See Part IV, lines 15 and 16                                   32,000.                  32,000.
5        Compensation of current officers, directors,
trustees, and key employees                                  326,500.                 256,444.                 62,402.                 7,654.
6        Compensation not included above, to disqualified
7        Other salaries and wages                                  5,566,512.           4,375,659.               1,062,562.                 128,291.
8        Pension plan contributions (include section 401 (k)
and section 403(b) employer contributions)                   93,760.                67,643.                  20,185.                  5,932.
9        Other employee benefits                                   1,027,476.               915,458.                  87,932.                 24,086.
10        Payroll taxes                                               576,098.               351,790.                 203,943.                 20,365.
11        Fees for services (non-employees):
a       Management
b      Legal
c      Accounting                                                    57,510.                                         57,510.
d      Lobbying
e      Professional fundraising services. See Part IV, line 17       23,500.                                                                23,500.
f      Investment management fees
g      Other                                                        430,764.              186,405.                 242,822.                  1,537.
12        Advertising and promotion                                    241,820.               36,265.                 179,750.                 25,805.
13        Office expenses                                              666,406.              400,826.                 257,520.                  8,060.
14        Information technology                                       193,180.              109,351.                  83,829.
15        Royalties
16        Occupancy                                                    989,315.              924,378.                   64,937.
17        Travel
18        Payments of travel or entertainment expenses
19        Conferences, conventions, and meetings                        53,246.                28,669.                  19,564.                  5,013.
20        Interest                            .. .
21        Payments to affiliates
22        Depreciation, depletion, and amortization                  1,872,736.          1,807,493.                     65,243.
23        Insurance                                                    280,638.            268,458.                     12,180.
24        Other expenses. Itemize expenses not covered
above (List miscellaneous expenses in line 24f If line
amount, list line 24f expenses on Schedule 0.) . .
a    A N I M A L CARE &amp; FEED                                      481,613.              481,613.
b    PROJECTS &amp; EVENTS                                            145,552.              143,500.                    2,052.
c    MISCELLANEOUS                                                103,406.               57,471.                   28,131.                17,804.
d    DUES &amp; LICENCES                                               60,318.               40,601.                   18,902.                   815.
e    BAD DEBT                                                      17,469.                                         17,469.
f    All other expenses
25        Total functional expenses. Add lines 1 through 24f        13,239,819.        10,484,024.                2,486,933.                 268,862.
26        Joint costs. Check here •            if following SOP
98-2 (ASC 958-720) Complete this line only if the
032010 12-21-10                                                                                                                             Form 9 9 0 (2010)
Form 990 (2010)                         DBA       THE     O A K L A ND   Z OO                                            9 4 - 1687847     PageH
PartX          Balance Sheet
Beginning of year            End of year
1       Cash • non-interest-bearing                                                               29,143.          1      2,969,326.
2       Savings a n d temporary cash investments                                               1,502,710.          2      3,602,229.
3       Pledges and grants receivable, net                                                     2,201,197.          3      4,301,589.
4       A c c o u n t s receivable, net                                                           45,282.          4          7,036.
5       Receivables from current a n d former officers, directors, trustees, key
employees, and highest c o m p e n s a t e d employees. Complete Part II
of Schedule L            . .                                                                               5
6       Receivables from other disqualified persons (as defined under section
employees&#39; beneficiary organizations (see instructions)                                                    6
7       Notes a n d loans receivable, net                                                                          7
8       Inventories for sale or use                                                                139,156.        8         162,017.
9       Prepaid expenses and deferred charges                                                      276,373.        9         293,562.
10a      Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D                  10a       51,400,121.
b   Less: a c c u m u l a t e d depreciation               10b       24,525,675.          25,246,539.         10c   26,874,446.
11       Investments - publicly traded securities                                                 906,093.          11      299,848.
12       Investments • other securities. See Part IV, line 11                                   1,588,293.          12
13       Investments • program-related. See Part IV, line 11                                                        13
14       Intangible assets                                                                                          14
15       Other assets. See Part IV, line 11                                                                         15
16       Total assets. A d d lines 1 through 15 (must equal line 34)                           31,934,786.          16   38,510,053.
17       A c c o u n t s payable and accrued expenses                                             918,252.          17    1,863,362.
18       Grants payable                                                                                             18
19       Deferred revenue                                                                       1,477,458.          19     1,022,186.
20       Tax-exempt b o n d liabilities                                                                             20
m    21       Escrow or custodial account liability. Complete Part IV of Schedule D                                      21
22       Payables to current and former officers, directors, trustees, key employees,
ID            highest c o m p e n s a t e d employees, and disqualified persons. Complete Part II
&#39;3             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. Complete Part X of Schedule D                                                           25
26       Total liabilities. A d d lines 17 through 25                                           2,395,710.          26     2,885,548.
Organizations that follow SFAS 117, check here            •   1 X J and complete
in            lines 27 through 29, and lines 33 and 34.
o    27       Unrestricted net assets                                                               2 6,135,141.         27   28,283,793.
ra   28       Temporarily restricted net assets                                                      3,403,935.          28    7,340,712.
•D   29       Permanently restricted net assets                                                                          29
3             Organizations that do not follow SFAS 117, check here             ^         I and
O             complete lines 3 0 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, e n d o w m e n t , accumulated income, or other funds                                  32
Z                                                                                                   29,539,076.               35,624,505.
33       Total net assets or f u n d balances                                                                       33
34       Total liabilities and net assets/fund balances                                        31,934,786.          34   38,510,053.
Form 990 (2010)                   DBA     THE      OAKLAND         ZOO                                                    9 4 -- 1 6 8 7 8 4 7    Page 12
RartiXI Reconciliation of Net Assets
1     Total revenue (must equal Part VIII, column (A), line 12)                                                          i          19,323,792.
2     Total expenses (must equal Part IX, column (A), line 25)                                                           2          13,239,819.
3     Revenue less expenses. Subtract line 2 from line 1                                                                 3           6,083,973.
4      Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))                         4          29,539,076.
5      Other changes in net assets or fund balances (explain in Schedule O)                                              5               1,456.
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          35,624,505.
sBartiXH Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII                                                                 ffl
1      Accounting method used to prepare the Form 990: I        I Cash     LKJ Accrual    I I Other
2a Were the organization&#39;s financial statements compiled or reviewed by an independent accountant?                                        2a           X
b Were the organization&#39;s financial statements audited by an independent accountant?                                                     2b    X
c If &quot;Yes&quot; to line 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?                                         2c    X
d If &quot;Yes&quot; to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a
I X I Separate basis       I   I Consolidated basis   I   I Both consolidated and separate basis
Act andOMB Circular A-133?                                                                                                             3a           X
b If &quot;Yes,&quot; 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
SCHEDULE A                                                                                                                                        OMBNo. 1545-0047
Internal Revenue Service                   • Attach to Form 990 or Form 990-EZ. • See separate instructions.                                       irtspeetion
Name of the organization           EAST BAY ZOOLOGICAL SOCIETY                                                                       Employer identification number
DBA THE OAKLAND ZOO                                                                                        94-1687847
Part!          R e a s o n f o r P u b l i c C h a r i t y S t a t u s (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     I   I A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2    E Z l A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)
3    I    I A hospital or a cooperative hospital service organization described in section 170(b)(1 )(A)(iii).
4    I    I A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital&#39;s name,
5       • An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b)(1)(A)(iv). (Complete Part ll.)
6      •    A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7     m     An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
8       •   A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9       •   An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from
10        •   An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
11        •   An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
a I    I Type I               bI    I Type II              c I I Type III • Functionally integrated                 dI     I Type III • Other
•       By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below:                       Yes    No
the governing body of the supported organization?                                                                                ilq(i)
(ii) A family member of a person described in (i) above?                                                                             iig(ii)
(iii) A 35% controlled entity of a person described in (i) or (ii) above? .                                                          llfl(iii)
(iii) Type of        Iv) Is the organization (v) Did you notify the   (vi) Is the
(i) Name of supported            (ii)EIN                                                                                                         (vii) Amount of
organization         n col (i) listed in your organization in col organization in col.
organization                                 (described on lines 1-9                                                                             support
governing document&#39; (i) of your support? (i) organized in the
above or IRC section                                                         U.S.?
(see instructions))        Yes          No         Yes         No       Yes          No
LHA For Paperwork Reduction Act Notice, see the Instructions for                                                             Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010 DBA T H E   O A K L A N D ZOO                                 94-1687847                                               Paqe2
Part             Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Calendar year (or fiscal year beginning in) •                    (a) 2006    (b) 2007       (c) 2008            (d) 2009           (e)2010             (f) Total
include any &quot;unusual grants.&quot;)                             3568867.    7021175.      6120031.           4070000. 10080571. 30860644.
4 Total. Add lines 1 through 3                                 3568867.    7021175.      6120031.           4070000. 10080571. 30860644.
column (f)                                                                                                                                      3095065.
6   P u b l i c S u p p o r t . Subtract line 5 from line 4                                                                                     27765579.
Calendar year (or fiscal year beginning in) ^   (a) 2006            (b) 2007           (c) 2008             (d) 2009           (e)2010     (f) Total
7 Amounts from line 4 .                      3568867. 7021175. 6120031. 4070000. 10080571. 30860644.
and income from similar sources .        117,231. 149,510.                        99,526.              33,494.           33,140. 432,901.
assets (Explain in Part IV.)                                  21,945.                                                    16,738.      38,683.
11 Total support. Add lines 7 through 10                                                                                                 31332228.
12 Gross receipts from related activities etc. (see instructi Dns)                                                         12          37,203,307.
organization, check this box and stop here                                                                                                  • •
14 Public support percentage for 2010 (line 6, column (f) divided by line 11, column (f))                          14                  88.62                           %
15 Public support percentage from 2009 Schedule A, Part II, line 14                                                15                 92.89                            %
16a 33 1/3% support test - 2010.lf the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
and stop here. The organization qualifies as a publicly supported organization                                                          •                      I   I
17a 10% -facts-and-circumstances test - 2010.If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more
meets the &quot;facts-and-circumstances&quot; test. The organization qualifies as a publicly supported organization                               •                      I   I
b 10% -facts-and-circumstances test - 2009.If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or
organization meets the &quot;facts-and-circumstances&quot; test. The organization qualifies as a publicly supported organization                 • •
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions     • I I
Schedule A (Form 990 or 990-EZ) 2010                                                                                                                         Page 3
P f r t i l y Support Schedule for Organizations Described in Section 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 I . If the organization fails to
Calendar year (or fiscal year beginning in) •           (a) 2006          (b) 2007           (c) 2008            (d) 2009            (e)2010            (f) Total
include any &quot;unusual grants.&quot;)
exceed the greater of $5,000 or 1 % of the
8                                    c
Public support (Subtract line 7 from line 6.)
11  Net income from unrelated business
check this box and stop here                                                                                                                         •      •
15     Public support percentage for 2010 (line 8, column (f) divided by line 13, column i                                     15
16     Public support percentage from 2009 Schedule A, Part III, line 15                                                       16
Section P. Computation of Investment Income Percentage
17 Investment income percentage for 2010 (line 10c, column (f) divided by line 13, column (f))                      17                            %
18 Investment income percentage from 2009 Schedule A, Part 111, line 17                                            18
19a 33 1/3% support tests - 2010. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization                         • I I
line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization         • I I
20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions                  • •
OMBNo. 1545-0047
Sr ^ M F n i
1 taz, Llf? V # L™ Lsa   LaP
• Complete if the organization answered &quot;Yes,&quot; to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.                                           2010
Internal Revenue Service                              • Attach to Form 990. • See separate instructions.
Name of the organization                EAST BAY ZOOLOGICAL SOCIETY                                                             Employer identification number
DBA THE OAKLAND ZOO                                                                                94-1687847
Parti               O r g a n i z a t i o n s M a i n t a i n i n g Donor A d v i s e d Funds or Other Similar Funds or A c c o u n t s . Complete if the
are the organization&#39;s property, subject to the organization&#39;s exclusive legal control?                                              I   I Yes      •       Nc
impermissible private benefit?                                                                                                       I   I Yes      I   I No
P a r t II    C o n s e r v a t i o n E a s e m e n t s . Complete if the organization answered &quot;Yes&quot; to Form 990, Part IV, line 7.
I  I Preservation of land for public use (e.g., recreation or education)  I   I Preservation of an historically important land area
I  I Protection of natural habitat                                        I   I Preservation of a certified historic structure
I  I Preservation of open space
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
i      Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
Number of states where property subject to conservation easement is located ^&quot;
violations, and enforcement of the conservation easements it holds?                                                            I  I Yes      I I No
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year •
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year • $
and section 170(h)(4)(B)(ii)?                                                                                                  •    Yes      •   No
Partlll              Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
(i) Revenues included in Form 990, Part VIII, line 1                                                                   •      $
(ii) Assets included in Form 990, Part X                                                                              • $
a Revenues included in Form 990, Part VIII, line 1                                                                      • $
b Assets included in Form 990, Part X                                                                                    •      $
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.                                                             Schedule D (Form 990) 2010
Schedule D (Form 990) 2010               DBA THE OAKLAND ZOO                                        9 4 - 1 6 8 7 8 4 7 Page2
I l i i l l U l l Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3   Using the organization&#39;s acquisition, accession, and other records, check any of the following that are a significant use of its collection items
a I    I Public exhibition                                                  d I       I Loan or exchange programs
b I    I Scholarly research                                                 e I       I Other
c I    I Preservation for future generations
4   Provide a description of the organization&#39;s collections and explain how they further the organization&#39;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&#39;s collection?                                    L U Yes        1 J No
E s c r o w a n d C u s t o d i a l A r r a n g e m e n t s . Complete if the organization answered &quot;Yes&quot; to Form 990, Part IV, line 9, or
$mm          reported an amount on Form 990, Part X, line 2 1 .
la      Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?                                                                                                           .•             Yes                                             • No
Beginning balance                                                                                                   1c
Additions during the year                                                                                           Id
Distributions during the year                                                                                       1e
Ending balance                                                                                                       If
2a Did the organization include an amount on Form 990, Part X, line 21?                                                                 I       I Yes                                 •                No
b If &quot;Yes,&quot; explain the arrangement in Part XIV,
P a r t f V - &#39; i E n d o w m e n t F u n d s . Complete if the organization answered &quot;Yes&quot; 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                                      5,273.               5,000.                5,000.
:•:•:•:•:•:•:•:•:•:•::• • : : : : : : . :yssss:-ys:-y    .:•:•. ••:•:&#39;
b   Contributions
c   Net investment earnings, gains, and losses                     0.                 273.
d   Grants or scholarships
e   Other expenditures for facilities
g End of year balance                                         5,273.               5,273.                5,000.
2     Provide the estimated percentage of the year end balance held as:
a Board designated or quasi-endowment •                            %
b Permanent endowment •        100 .00             %
c Term endowment •                                         %
by:                                                                                                                                                                     Yes                     No
(i) unrelated organizations                                                                                                                    3a(i)                                            X
(ii) related organizations                                                                                                                     3a(ii)                                           X
b If &quot;Yes&quot; 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&#39;s endowment funds.
. P a r t P f l L a n d , B u i l d i n g s , a n d E q u i p m e n t . See Form 990, PartX, line 10.
Description of investment                    (a) Cost or other         (b) Cost or other         (c) Accumulated                (d) Book value
basis (investment)           basis (other)             depreciation
l a Land
e Other                                                                       51,400,12                1.     24,525,675.                  26,874,446.
Total. Add lines 1 a through 1 e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)                      •                   26,874,446.
Schedule D (Form 990) 2010                  DBA THE OAKLAND ZOO                                                                                                   94-1687847                    Page3
P a r t V l l I n v e s t m e n t s - O t h e r S e c u r i t i e s . See Form 990, Part X, line 12.
(a) Description of security or category                                                                                       (c) Method of valuation:
(including name of security)                                                                                         Cost or end-of-year market value
Total. (Col (b) must equal Form 990, Part X, col (B) line 12.) •
P a r t VIUl I n v e s t m e n t s - P r o g r a m R e l a t e d . See Form 990, Part X, line 13.
(a) Description of investment type                                    (b) Book value
Total. (Col (b) must equal Form 990, Part X, col (B) line 13.) •
P a r t tX     O t h e r A s s e t s . 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.)                                                                                                  *•
Part X      O t h e r L i a b i l i t i e s . See Form 990, Part X, line 25.
1.                             (a) Description of liability                                                        (b) Amount
Total. (Column (b) must equal Form 990, Part X, col (B) line 25.) . . .                               &gt;•
FIN 48 (ASC 740) Kootnote. In Part XIV, provide the text of the footnote tc the organization s nnancia statements that reports the organ zation&#39;s liability for uncerta n tax positions under
FIN 48 (ASC 740).
12-20-10                                                                                                                                                              Schedule D (Form 990)          2010
Schedule D (Form 990) 2010           DBA THE OAKLAND ZOO                                94-1687847                                                          Page4
s&amp;^tijXN Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12)                     1             19, 323,                                                      792.
2 Total expenses (Form 990, Part IX, column (A), line 25)                      2             13, 239,                                                      819.
3  Excess or (deficit) for the year. Subtract line 2 from line 1               3              6, 083,                                                      973.
4  Net unrealized gains (losses) on investments                                4                   1,                                                      456.
5       Donated services and use of facilities                                                                          5
6       Investment expenses                                                                                             6
7       Prior period adjustments                                                                                        7
8       Other (Describe in Part XIV.)                                                                                   8
9       Total adjustments (net). Add lines 4 through 8                                                                  9                          1, 456.
10       Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9                       10                     6, 085, 429.
Part Xtl; Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1       Total revenue, gains, and other support per audited financial statements                                                     1     20, 676, 091.
a   Net unrealized gains on investments                                                         2a             1,456.
b   Donated services and use of facilities                                                      2b           529,085.
c   Recoveries of prior year grants                                                             2c
d   Other (Describe in Part XIV.)                                                               2d           821,758.
e   Add lines 2a through 2d                                                                                                     2e       1, 352, 299.
3       Subtract line 2e from line 1                                                                                                 3      19, 323, 792.
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
b Other (Describe in Part XIV.)                                                                 4b
c Add lines 4a and 4b                                                                               0.                          4c
5       Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part 1, line 12.)      19, 323, 792.                           5
Part-XIH Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements                            1    14, 590, 662.
a     Donated services and use of facilities                                                      2a           529,085.
b     Prior year adjustments                                                                      2b
c     Other losses                                                                                2c
d     Other (Describe in Part XIV.)                                                               2d           821,758.
e     Add lines 2a through 2d                . . .                                                                                2e       1, 350, 843.
3       Subtract line 2e from line 1                                                                                                 3      13, 239, 819.
a Investment expenses not included on Form 990, Part VIII, line 7b                                 4a
b Other (Describe in Part XIV.)                                                                    4b
c Add lines 4a and 4b                                                                                                              4c                 0.
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Parti, line 18.)                                                    5      13, 239, 819.
RartXIV Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines l a and 4; Part IV, lines l b and 2b; Part V, line 4; Part
PART V, LINE 4: SUPPORT THE EBZS IN ITS ONGOING EFFORTS AROUND ANIMAL
CARE AND/OR RESEARCH OF THE                                   AFRICAN W I L D L I F E              I N THE OAKLAND ZOO WITH A
PREFERENCE               FOR      S U P P O R T I N G THE ELEPHANT PROGRAM.
PART X I I ,           LINE       2D -      OTHER A D J U S T M E N T S :
COST OF GOODS                   SOLE)                                                                                                              728, 074.
FUNDRAISING                 EVENT EXPENSE                                                                                                            93, 684.
TOTAL TO              SCHEDULE D ,             PART X I I ,         LINE       2D                                                                  821, 758.
Schedule D (Form 990) 2010     DBA T H E    OAKLAND   ZOO    94-1687847         PageS
Fjijiijjltlj Supplemental Information (continued)
PART XIII, LINE 2D - OTHER ADJUSTMENTS;
COST OF GOODS SOLD                                                      728,074,
FUNDRAISING EVENT EXPENSE                                                 93,684 ,
TOTAL TO SCHEDULE D, PART XIII, LINE 2D                                 821, 758 ,
THE SOCIETY ADOPTED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR
UNCERTAINTY IN INCOME TAXES (AS DESCRIBED UNDER FASB ACCOUNTING STANDARDS
CODIFICATION 740-10) AS OF OCTOBER 1, 2009 AND HAS DETERMINED THAT THERE
IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS FOR SEPTEMBER 30, 2011.
WITH SOME EXCEPTIONS, THE SOCIETY IS NO LONGER SUBJECT TO U.S. FEDERAL AND
STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2007.
SP H F m         II F F           Statement of Activities Outside the United States
• Complete if the organization answered &quot;Yes&quot; to Form 990,
• Attach to Form 990. • See separate instructions.
Op6n to Pubtic
Internal Revenue Service                                                                                                                                 Inspection
Name of the organization                                                                                                               Employer identification number
DBA THE OAKLAND ZOO                                                                                                                    94-1687847
Parti     G e n e r a l I n f o r m a t i o n o n A c t i v i t i e s O u t s i d e t h e U n i t e d S t a t e s . Complete if the organization answered &quot;Yes&quot;
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or assistance, the
grantees&#39; eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance?                              f X l Yes   •   No
2    For grantmakers. Describe in Part V the organization&#39;s procedures for monitoring the use of grant funds outside the United States.
3    Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region            (b) Number of (c) Number of           (d) Activities conducted in region       (e) If activity listed in (d)                   (f) Total
offices        employees,      (by type) (e.g., fundraising, program        is a program service,                      expenditures
in the region      agents, and        services, investments, grants to         describe specific type                         for and
independent                                                                                              investments
recipients located in the region)        of service(s) in region
contractors                                                                                               in region
W I L D L I F E CONSERVATION,
SUB-SAHARAN AFRICA                                  0               0   3RANTS, RESEARCH,           EDUCATION        ECO-GUARDS,       EDUCATION                    32,000.
3 a Sub-total                                      0               0                                                                                               32,000.
sheets to Part I                               0               0                                                                                                       0.
and 3b)        ...                0              0                                                                                                              32,000.
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.                                                                  Schedule F (Form 990) 2010
Schedule F (Form 990) 2010        DBA THE OAKLAND ZOO                                                                     94-1687847                                                              Page 2
Partii   Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered &quot;Yes&quot; 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                                                                             •       •
1                                                                                                        (e) Amount        (f) Manner of(g) Amount of         (h) Description       (i) Method of
(b) IRS code section                               (d) Purpose of
(a) Name of organization                                    (c) Region                                                                     non-cash             of non-cash     valuation (book, FMV,
and EIM (if applicable)                                  grant              of cash grant cash disbursement assistance              assistance         appraisal, other)
SUB -S AH ARAN     3RANTS, RESEARCH,
AFRICA             EDUCATION                           32,000.                                     0.
2    Enter total number of recipient organizations listed above that are recognized as chanties 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                                                    ^
3    Enter total number of other organizations or entities                                         . .                                              ..   •
Schedule F (Form 990) 2010             DBA THE OAKLAND ZOO                                                               94-1687847                                                       Page 3
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered &quot;Yes&quot; to Form 990, Part IV, line 16.
,pmm
(c) Number of   (d) Amount of       (e) Manner of            (f) Amount of       (g) Description of       (h) Method of
(a) Type of grant or assistance               (b) Region         recipients      cash grant     cash disbursement             non-cash         non-cash assistance         valuation
assistance                                   (book, FMV,
Schedule F (Form 990) 2010 D B A T H E OAKLAND                     ZOO                                                    94-1687847           Page 4
PartlW Foreign Forms
Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If &quot;Yes,&quot; ffte
Corporation (see Instructions for Form 926)                                                                             I   I Yes   FX 1 No
Did the organization have an interest in a foreign trust during the tax year? If &quot;Yes,&quot; the organization
a U.S. Owner (see Instructions for Forms 3520 and 3520-A)                                                               [ Z H Yes   [ S No
Did the organization have an ownership interest in a foreign corporation during the tax year? If &quot;Yes,&quot;
Certain Foreign Corporations, (see Instructions for Form 5471)                                                          I   I Yes   I X I No
qualified electing fund during the tax year? If &quot;Yes,&quot; 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)                                                                                             •    Yes    [ S No
Did the organization have an ownership interest in a foreign partnership during the tax year? If &quot;Yes,&quot;
Foreign Partnerships, (see Instructions for Form 8865)                                                                  I   I Yes   I X I No
&quot;Yes,&quot; the organization may be required to file Form 5713, International Boycott Report (see Instructions
forForm5713)                                                                                                            •    Yes    [ X ] No
032074 12-20-10
Schedule F (Form 990) 2010       DBA T H E       OAKLAND           ZOO                                                     94-1687847               PageS
i^gtri^lll 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);
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.
SCHEDULE F, PART I,                      LINE 2: THE ZOO RECEIVES REGULAR UPDATES ON HOW THE
FUNDS ARE BEING USED FROM THE ORGANIZATION WHO RECEIVES THE FUNDS.
032075 12-20-10                                                                                                               Schedule F (Form 990) 2010
SCHEDULEG                                     Supplementa! Information Regarding                                                                       OMBNo 1545-0047
(Form 990 or 990-EZ
Complete if the organization answered &quot;Yes&quot; to Form 990, Part IV, lines 17,18, or 19,
Department of the Treasury             or if the organization entered more than $15,000 on Form 990-EZ, line 6a.              Open To Pubiic.•
Internal Revenue Service                                                                                                      IrispeCtiOil . .
• Attach to Form 990 or Form 990-EZ. • See separate instructions.
Name of the organization        E A S T BAY Z O O L O G I C A L S O C I E T Y                                      Employer identification number
DBA T H E OAKLAND ZOO                                                                                  94-1687847
pigjppn              F u n d r a i s i n g A c t i v i t i e s . Complete if the organization answered &quot;Yes&quot; to Form 990, Part IV, line 17. Form 990-EZ filers are not
••&#39;:&#39; •&#39;•&#39;• •••••••:&#39; required to complete this part.
1    Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a    I X I Mail solicitations                                      e I X I Solicitation of non-government grants
b    I X I Internet and email solicitations                        f I X I Solicitation of government grants
c    I X I Phone solicitations                                     g I X 1 Special fundraising events
d    I X I In-person solicitations
2 a   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?            I X I Yes                       •    No
(i i) Did                          (v) Amount paid         (vi) Amount paid
(i) Name and address of individual                                                      fundraiser     (iv) Gross receipts to (or retained by)
(ii) Activity                have custody                                                 to (or retained by)
or entity (fundraiser)                                                                              from activity        fundraiser
or control of                                                   organization
contributions?                          listed in col. (i)
MARTS &amp; LUNDY - 120 0 WALL                                                                  Yes      No
STREET WEST, LYNDHURST, NJ                       FUNDRAISING       COUNSEL                           X                        0.            23,500.                23,500.
Total                                                                                       •                                  23,500.             -23,500.
LHA Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.                                                     Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010            DBA T H E         OAKLAND         ZOO                                              94-1687847                       Paqe2
Part:!!::        F u n d r a i s i n g E v e n t s . Complete if the organization answered &quot;Yes&quot; to Form 990, Part IV, line 18, or reported more than $15,000
WALK I N THE                                              NONE            (add col. (a) through
(event type)           (event type)             (total number)
1   Gross receipts                                          188,965.                                                                           188,965.
2   Less: Charitable contributions                            58,600.                                                                            58,600.
3   Gross income (line 1 minus line 2)                       130,365.                                                                          130,365.
(/)     5   Noncash prizes
S.      6   Rent/facility costs                                          6,464.                                                                               6,464.
7   Food and beverages
8 Entertainment                                               5,000.                                                                                 5,000.
9 Other direct expenses                                    82,220.                                                                                 82,220.
10 Direct expense summary. Add lines 4 througf 9 in column (d)                                                                           (          93,684^
11 Net income summary. Combine line 3, column (d), and line 10                                                                 * •                  36,681.
P a r t III G a m i n g . Complete if the organization ,answered &quot;Yes&quot; to Form 990, Part IV, line 19, or eported more than
(b) Pull tabs/instant                                 (d) Total gaming (add
(a) Bingo                                      (c) Other gaming
C                                                                                      bingo/progressive bingo                                col. (a) through col. (c))
DC      1   Gross revenue
U)      2   Cash prizes
3   Noncash prizes
0)      4   Rent/facility costs
1   1 Yes              %1     1 Yes             %1     1 Yes                 %
6   Volunteer labor                                  1   1 No                1     1 No               1     1 No
7   Direct expense summary. Add lines 2 througt- 5 in column (d)                                                            •         (                        )
8   Net gaming income summary. Combine line 1 , column d, and line 7                                                        •
9      Enter the state(s) in which the organization operates gaming activities:
a Is the organization licensed to operate gaming activities in each of these states?                                                        •    Yes     •     Nc
10a Were any of the organization&#39;s gaming licenses revoked, suspended or terminated during the tax year?                                           I   I Yes    I    I No
032082 01-13-11                                                                                                         Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010              DBA    THE     OAKLAND          ZOO                                            94-1687847                Page 3
11  Does the organization operate gaming activities with nonmembers?                                                                      I    I Yes   I     I No
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?                                                                                                      [    [ Yes   1     I No
a The organization&#39;s facility                                                                                                           13a                   %
b An outside facility                                                                                                                13b                   %
14     Enter the name and address of the person who prepares the organization&#39;s gaming/special events books and records:
Name      •
Address        •
15a Does the organization have a contract with a third party from whom the organization receives gaming revenue?                          I    I Yes   I     I No
b If &quot;Yes,&quot; enter the amount of gaming revenue received by the organization •         $                        and the amount
of gaming revenue retained by the third party • $                       .
16     Gaming manager information:
Gaming manager compensation •              $
Description of services provided P&quot;
I    I Director/officer              I   I Employee               I   I Independent contractor
17     Mandatory distributions:
retain the state gaming license?                                                                                                   I    I Yes   I     1 No
orpanization&#39;s own exempt activities during the tax year • $
Partli^ij                                                                                                                                                   1
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part 11
lines 9,9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
(I) NAME OF FUNDRAISER: MARTS &amp; LUNDY
(I) ADDRESS OF FUNDRAISER: 1200 WALL STREET WEST, LYNDHURST, NJ                                                                               07071
032083 01-13-11                                                                                                       Schedule G (Form 990 or 990-EZ) 2010
SCHEDULE J                                             Compensation Information                                                         OMB No 1545-0047
(Form 990)                                For certain Officers, Directors, Trustees, Key Employees, and Highest
Complete if the organization answered &quot;Yes&quot; to Form 990,
Department of the Treasury                                             Part IV, line 23.                                                OpentoPufriic
Internal Revenue Service                         • Attach to Form 990. • See separate instructions.                                        Inspection
Name of the organization           EAST BAY ZOOLOGICAL SOCIETY                                                              Employer identification number
DBA THE OAKLAND ZOO                                                                         94-1687847
Part VII, Section A, line l a . Complete Part III to provide any relevant information regarding these items.
I   I First-class or charter travel                                   I I Housing allowance or residence for personal use
I   I Travel for companions                                           I   I Payments for business use of personal residence
I   I Tax indemnification and gross-up payments                       I I Health or social club dues or initiation fees
I   I Discretionary spending account                                  I   | Personal services (e.g., maid, chauffeur, chef)
b If any of the boxes on line l a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If &quot;No,&quot; complete Part III to explain                             1b
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 la?
3     Indicate which, if any, of the following the organization uses to establish the compensation of the organization&#39;s
I X 1 Compensation committee                                          I I Written employment contract
I   I Independent compensation consultant                           I X I Compensation survey or study
I X 1 Form 990 of other organizations                                 I X 1 Approval by the board or compensation committee
4     During the year, did any person listed in Form 990, Part VII, Section A, line 1 a, with respect to the filing
a Receive a severance payment or change-of-control payment from the organization or a related organization?                              4a
b Participate in, or receive payment from, a supplemental nonqualified retirement plan?                                                  4b
c Participate in, or receive payment from, an equity-based compensation arrangement?                                                     4c
5     For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation
a The organization?                                                                 . . .                                              5a
b Any related organization?                                                                                                            5b
6     For persons listed in Form 990, Part VII, Section A, line l a , did the organization pay or accrue any compensation
a The organization?                                                                                                                    6a
b Any related organization?                                                                                                               6b
not described in lines 5 and 6? If &quot;Yes,&quot; describe in Part III
8      Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53.4958-4(a)(3)? If &quot;Yes,&quot; describe in Part III
9      If &quot;Yes&quot; to line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)?                      ._                .            .           .             .                   9
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.                                                     Schedule J (Form 990) 2010
Schedule J (Form 990) 2010             DBA THE OAKLAND ZOO                                                   94-1687847                                                                          Page 2
Parti! Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line l a .
(B) Breakdown of W-2 and/or 1099-MISC compensation                  (C)               (D)                    (E)                    (F)
Retirement and       Nontaxable         Total of columns        Compensation
(i) Base          (ii) Bonus &amp;           (iii) Other       other deferred        benefits              (B)(0-(D)          reported in prior
(A) Name                           compensation           incentive           reportable         compensation                                                     Form 990 or
(i)     185,000.               18,500.                        0.                   0.                  0.        203,500.                           0.
1 JOEL PARROTT                                   (ii)          0.                    0.                        0.                   0.                  0.              0.                           0.
2                                                (ii)
3                                                (ii)
4                                                (ii)
5                                                (ii)
6                                                (ii)
8                                                (ii)
9                                                (ii)
10                                                (ii)
11                                                (ii)
12                                                (ii)
13                                                (ii)
14                                                (ii)
15                                                (ii)
16                                                (ii)
SCHEDULE M                                                 Noncash Contributions                                                             OMBNo. 1545-0047
•   Complete if the organizations answered &quot;Yes&quot; on Form                                      2010
Department of the Treasury                                         990, Part IV, lines 29 or 30.                                             • Open to Pubiic
• Attach to Form 990.                                                  ••&#39;•&#39;:::}itepectip.ri •&#39;.
Name of the organization         E A S T BAY Z O O L O G I C A L             SOCIETY                                             Employer identification number
D B A T H E O A K L A N D ZOO                                                                          94-1687847
Bsrt;);:         Types of Property
(a)               (b)                  (c)                                 (d)
Check if        Number of       Noncash contribution               Method of determining
applicable    contributions or   amounts reported on             noncash contribution amounts
items contributed Form 990, Part VIII, line l a
1       Art - Works of art
2       Art - Historical tresisures
3       Art - Fractional int srests
4       Books and public.ations
5       Clothing and hous ehold goods
6       Cars and other ve hides
7       Boats and planes
8        Intellectual property
9        Securities - Publicly traded                         X                         3              34,035.            FMV
10        Securities - Closely held stock
11        Securities - Partnership, LLC, or
12        Securities - Misce laneous
13        Qualified conserv;ation contribution -
14        Qualified conserv;ation contribution - Other...
15        Real estate - ResicJential
16        Real estate - Com mercial
17        Real estate - Othe r
18        Collectibles
19        Food inventory
20        Drugs and medical supplies
21       Taxidermy
22       Historical artifacts
23       Scientific specime&#39;ns
24       Archeological artif acts
25       Other •         ( VAR.          MATERIAL)            X                         7            131,815.             FMV
26       Other    •         (                         )
27       Other    •         (                         )
28       Other    ^         (                         )
29       Number of Forms 8283 received by the organization during the tax year for c ontributions
for which the organization completed Form 8283, Part IV, Donee Acknowledcgement                       29
30a During the year, did the organization receive by contribution any property rejsorted in Part 1, lines 1-28 that it must hold for
the entire holding period?                                                                                                                   30a                   X
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?                                31       X
contributions?                                                                                                                          32a                   X
h   If &quot;YPQ &quot; Hp^rrihp in Part II
33       If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
LHA         For Paperwork Reduction Act Notice, see the Instructions for Form 990.                                                 Schedule M (Form 990) (2010)
SCHEDULED                    Supplemental Information to Form 990 or 990-EZ
Department of the Treasury                                                                                                Open to Public
Internal Revenue Service                           • Attach to Form 990 or 990-EZ.
&#39;:.&#39;• Inspection
Name of the organization      EAST BAY ZOOLOGICAL                 SOCIETY                                 Employer identification number
DBA THE OAKLAND ZOO                                                          94-1687847
FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:
THE OAKLAND ZOO CONTINUED ITS STRONG RELATIONSHIP WITH LOCAL SCHOOLS.
WE PROVIDED 610 ZQOMOBILE, ZOOSCHOOL, AND WILDLIFE ASSEMBLY PROGRAMS,
SERVING                MORE THAN 19,5 00 SCHOOL CHILDREN.                       OUR ZOO TO COMMUNITY
OUTREACH PROGRAM SERVED 7,198 STUDENTS WITH FREE EDUCATION PROGRAMS IN
2011.             WE PROVIDED 5 3 BUS TRIPS, ALLOWING 2,52 6 UNDERSERVED OAKLAND
STUDENTS WHO OTHERWISE WOULD NOT HAVE BEEN ABLE, TO COME TO THE ZOO.
IN ADDITION WE&#39;VE PROVIDED FREE FAMILY VOUCHERS VIA VARIOUS INNER CITY
COMMUNITY AND VOLUNTEER PROGRAMS:
OUR VOLUNTEER GROUP HAS GROWN TO 449 VOLUNTEERS.                                           THESE DEDICATED
VOLUNTEERS DONATED 6 8,464 HOURS OF SERVICE.                                      OUR VOLUNTEERS HELP TO
INSPIRE AND EDUCATE OUR VISITORS, IN ADDITION TO PARTICIPATING IN
CONSERVATION PROJECTS SUCH AS THE ARROYO VIEJO CREEK.                                               THE EDUCATION
DEPARTMENT ALSO PROVIDES A VARIETY OF SCOUT PROGRAMS. AS THE NUMBER ONE
VENDOR FOR GIRL SCOUT PROGRAMS IN NORTHERN CALIFORNIA, WE HAVE RECENTLY
EXPANDED OUR PROGRAMMING OPTIONS TO INCLUDE LEADERSHIP-ORIENTED
CONSERVATION PROGRAMS AS WELL.                            THE ZOO ALSO ASSISTS SCHOOLS AND
NON-PROFIT ORGANIZATIONS THROUGHOUT THE AREA THAT REQUEST DONATIONS OF
MEMBERSHIPS, FAMILY PASSES AND AUCTION ITEMS TO HELP WITH THEIR
FUNDRAISING EVENTS AND BENEFITS.                             THESE SPECIAL GIVEAWAYS TOTAL MORE
THAN $5 00,00 0.              THE ZOO HOSTS ANNUAL SENIOR DAYS, A HEALTH FAIR AND THE
LARGEST EARTH DAY CELEBRATION IN THE EAST BAY.
Name of the organization  E A S T BAY    ZOOLOGICAL   SOCIETY              Employer identification number
DBA THE OAKLAND ZOO                                    94-1687847
CONSERVATION IS A FOCUS OF THE OAKLAND ZOO AND WE ARE ACTIVELY INVOLVED
WITH AND SUPPORTIVE OF VARIOUS CONSERVATION EFFORTS AROUND THE WORLD AS
WELL AS ON-SITE. THE ZOO ALSO STRIVES TO BE GREEN AND SUSTAINABLE ON
ZOO GROUNDS. CONSERVATION EDUCATION OFFERS OUR PUBLIC INSPIRATION TO
CARE FOR ANIMALS AND THE PLANET IN THEIR OWN LIVES. IN 2011, THE
OAKLAND ZOO HELPED TO HEAD-START AND CONSERVE THE WESTERN POND TURTLE,
OFFERED AN OUTSTANDING CONSERVATION SPEAKER SERIES, TOOK TWO ECO-TRIPS
TO PROJECTS IN UGANDA AND RWANDA, SUPPORTED CONSERVATION EFFORTS IN
GUATEMALA, KENYA, UGANDA, BORNEO AND THAILAND, COLUMBIA, ZIMBABWE AND
MORE. DURING 2011 THE ZOO ALSO LAUNCHED QUARTERS FOR CONSERVATION, A
PROGRAM THAT INVOLVES EACH VISITOR IN OUR CONSERVATION EFFORTS. THE ZOO
ALSO SET UP A PARTNERSHIP WITH VENTANA WILDLIFE SOCIETY TO ASSIST IN
THE MEDICAL CARE OF INJURED CALIFORNIA CONDORS                  SIXTEEN TEEN
VOLUNTEERS TRAVELED TO UGANDA AND RWANDA TO SUPPORT OUR LONG-TIME
CONSERVATION PARTNERS: THE BUDONGO SNARE REMOVAL PROJECT; KIBALE FUEL
WOOD PROJECT; AND MOUNTAIN GORILLA VETERINARY PROJECT.
FORM 990, PART VI, SECTION A, LINE 6: THE EAST BAY ZOOLOGICAL SOCIETY IS
A MEMBERSHIP ORGANIZATION AND THE MEMBERS ELECT THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7As YES, DOCENTS&#39; COUNCIL ELECTS ONE
BOARD MEMBER. THE EAST BAY ZOOLOGICAL SOCIETY IS A MEMBERSHIP ORGANIZATION
AND THE MEMBERS ELECT THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11: PRIOR TO SUBMISSION WITH THE IRS
THE 990 WAS CIRCULATED TO VARIOUS OFFICERS, MANAGEMENT AND DIRECTS FOR
01-24-11                                                            Schedule O (Form 990 or 990-EZ) (2010)
Schedule O (Form 990 or 990-EZ) (2010)                                                          Page 2
Name of the organization  E A S T BAY    ZOOLOGICAL   SOCIETY          Employer identification number
DBA THE OAKLAND ZOO                                94-1687847
FORM 990, PART VI, SECTION B, LINE 12C: DIRECTORS, OFFICERS AND MEMBERS OF
A COMMITTEE WITH BOARD DELEGATED POWERS ARE REQUIRED TO COMPLETE AN ANNUAL
CONFLICT OF INTEREST NOTICE AND ALERT THE BOARD&#39;S EXECUTIVE COMMITTEE IF
ANY POTENTIAL CONFLICTS EMERGE
FORM 990, PART VI, SECTION B, LINE 15: THE EXECUTIVE DIRECTOR&#39;S
COMPENSATION IS SET BY THE BOARD&#39;S EXECUTIVE COMMITTEE USING COMPARATIVE
BENCHMARK DATA FROM THE AMERICAN ZOOLOGICAL SOCIETY COMPENSATION SURVEY.
FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS
AVAILABLE UPON WRITTEN REQUEST,
NET UNREALIZED GAINS ON INVESTMENTS                                                        1,456
THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE
PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM
01-24-11                                                        Schedule O (Form 990 or 990-EZ) (2010)