San Joaquin County Zoological Society, Micke Grove Zoological Society in Lodi, California (CA)

San Joaquin County Zoological Society, Micke Grove Zoological Society
Employer Identification Number (EIN)	943026992
Name of Organization	San Joaquin County Zoological Society
Secondary Name	Micke Grove Zoological Society
Address	11793 N Micke Grove Rd, Lodi, CA 95240-9549
Activities	Museum, zoo, planetarium, etc.
Subsection	Charitable Organization
Ruling Date	12/1984
Deductibility	Contributions are deductible
Foundation	Organization which receives a substantial part of its support from a governmental unit or the general public
Organization	Association
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2014
Assets	$100,000 to $499,999
Income	$100,000 to $499,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$166,668
Amount of Income	$452,462
Form 990 Revenue Amount	$351,017
National Taxonomy of Exempt Entities (NTEE)	Animal-Related: Single Organization Support

Non-representatives - add comments:

Amount of income in 2014: $452,462 (it was $215,417 in 2013)

This organization:	$452,462
Other organizations performing similar types of work:	$634,956

Assets in 2014: $166,668 (it was $248,025 in 2013)

San Joaquin County Zoological Society, Micke Grove Zoological Society:	$166,668
Other organizations performing similar types of work:	$1,275,157

Expenses in 2013: $283,877

This organization:	$283,877
Other organizations performing similar types of work:	$555,597

Income to expenses ratio in 2013: 1.6

This organization:	1.6
Other organizations performing similar types of work:	1.4

Number of employees in 2013: 15

San Joaquin County Zoological Society, Micke Grove Zoological Society:	15
Other organizations performing similar types of work:	6

Grants share in income in 2013: 30.7%

San Joaquin County Zoological Society, Micke Grove Zoological Society:	30.7%
Other organizations performing similar types of work:	44.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	Yes	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	No	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	No	No
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?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	No	No
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	No	Yes
Did the organization obtain separate, independent audited financial statements for the tax year?	Yes	Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?	No	No
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	No	No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	No	No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	Yes	Yes
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	No	No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	No	No
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	No	No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	No	No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No
Was the organization related to any tax-exempt or taxable entity?	No	No
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	No
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
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?	No	No

	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096	0	0
The number of Forms W-2G	0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?	No	No
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	18	15
Did the organization file all required federal employment tax returns?	No	No
Did the organization have unrelated business gross income of $1,000 or more during the year?	No	No
Has it filed a Form 990-T for this year?	No	No
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)?	No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?	No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?	No	No
Did the organization file Form 8886-T?	No	No
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 as charitable contributions?	No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?	No	No
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?	No	No
Did the organization notify the donor of the value of the goods or services provided?	No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?	No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?	No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?	No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?	No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?	No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?	No	No
Did the sponsoring organization make any taxable distributions under section 4966?	No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?	No	No
Initiation fees and capital contributions	$0	$0
Gross receipts for public use of club facilities	$0	$0
Gross income from members or shareholders	$0	$0
Gross income from other sources	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?	No	No
The amount of tax-exempt interest received or accrued during the year	$0	$0
Is the organization licensed to issue qualified health plans in more than one state?	No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans	$0	$0
The amount of reserves on hand	$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?	No	No
Has it filed a Form 720 to report these payments?	No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$0	$0
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$0	$0
Total number of individuals who received more than $100,000 of reportable compensation from the organization	0	0
Total number of independent contractors who received more than $100,000 of compensation from the organization	0	0

	2011	2012	2013
Statement of Revenue
Total revenue		$144,019	$215,417
Contributions, Gifts, Grants and Other Similar Amounts		$34,242	$66,096
Program Service Revenue		$37,335	$70,092
All Other Amusement and Recreation Industries		$37,335	$70,092
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)		$2,682	$2,182
Income from investment of tax-exempt bond proceeds		$0	$0
Royalties		$0	$0
Net rental income		$0	$0
Net gain/loss from sales of assets other than inventory		$150	$0
Net income/loss from fundraising events	$15,375	$28,948	$28,129
Gross income from fundraising events		$51,832	$60,293
Less: direct expenses		$22,884	$32,164
Net income/loss from gaming activities		$0	$0
Net income/loss from sales of inventory		$40,662	$48,918
Gross sales of inventory, less returns and allowances		$85,160	$95,616
Less: cost of goods sold		$44,498	$46,698
Miscellaneous Revenue		$0	$0

	2012	2013
Statement of Functional Expenses
Total functional expenses	$185,115	$283,877
Grants and other assistance to domestic organizations and domestic governments	$0	$0
Grants and other assistance to domestic individuals	$0	$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals	$0	$0
Benefits paid to or for members	$0	$0
Compensation of current officers, directors, trustees, and key employees	$0	$0
Compensation not included above, to disqualified persons	$0	$0
Other salaries and wages	$61,252	$120,086
Pension plan accruals and contributions	$0	$0
Other employee benefits	$0	$10,689
Payroll taxes	$0	$13,689
Fees for services (non-employees)
Management	$0	$0
Legal	$0	$0
Accounting	$0	$0
Lobbying	$0	$0
Professional fundraising services	$0	$0
Investment management fees	$0	$0
Other	$18,456	$73,331
Advertising and promotion	$1,374	$6,688
Office expenses	$2,334	$572
Information technology	$0	$0
Royalties	$0	$0
Occupancy	$5,218	$8,241
Travel	$0	$0
Payments of travel or entertainment expenses for any federal, state, or local public officials	$0	$0
Conferences, conventions, and meetings	$0	$0
Interest	$0	$0
Payments to affiliates	$0	$0
Depreciation, depletion, and amortization	$2,873	$163
Insurance	$6,676	$8,792
Other expenses	$39,618	$14,943
Other expenses	$28,226	$6,769
Other expenses	$3,369	$6,204
Other expenses	$3,233	$4,569
Other expenses	$0	$9,141

	2011	2012	2013
Balance Sheet
Total assets	$304,911	$254,629	$248,025
Cash - non-interest-bearing		$161,898	$129,153
Savings and temporary cash investments		$0	$0
Pledges and grants receivable, net		$0	$0
Accounts receivable, net		$0	$6,527
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$0	$0
Inventories for sale or use		$14,924	$21,904
Prepaid expenses and deferred charges		$0	$0
Land, buildings, and equipment: cost or other basis		$584	$4,374
Investments - publicly traded securities		$0	$0
Investments - other securities		$77,223	$86,067
Investments - program-related		$0	$0
Intangible assets		$0	$0
Other assets		$0	$0
Total liabilities	$20,573	$14,534	$68,385
Accounts payable and accrued expenses		$9,320	$48,872
Grants payable		$0	$0
Deferred revenue		$0	$0
Tax-exempt bond liabilities		$0	$0
Escrow or custodial account liability		$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties		$0	$0
Unsecured notes and loans payable to unrelated third parties		$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$5,214	$19,513
Total net assets or fund balances		$240,095	$179,640
Unrestricted net assets		$240,095	$166,242
Temporarily restricted net assets		$0	$13,398
Permanently restricted net assets		$0	$0
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds		$0	$0

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported	0
Sum of amounts of support	$0

	2009 - 2013 Total
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
Public support	$1,150,942
Subtotal	$1,150,942
Gifts, grants, contributions, and membership fees received	$493,984
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	$656,958
Gross receipts from activities that are not an unrelated trade or business under section 513	$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf	$0
The value of services or facilities furnished by a governmental unit to the organization without charge	$0
Less	$0
Amounts received from disqualified persons	$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support	$0
Total support	$1,234,874
Public support	$1,150,942
Subtotal	$70,580
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources	$70,580
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975	$0
Net income from unrelated business activities, whether or not the business is regularly carried on	$0
Other income	$13,352

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend San Joaquin County Zoological Society, Micke Grove Zoological Society to others? (optional)

Yes

Add photo of San Joaquin County Zoological Society, Micke Grove Zoological Society (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.23.101.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
All My Tomorrows Pet Rescue in Lodi, CA
Ackright Premier Sports Inc in San Dimas, CA
Trust Funds Inc in San Francisco, CA
Foothill High School Super Boosters Club in Santa Ana, CA
Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA
Cuddlybear Thrift Store Inc in Fortuna, CA
Apostle Paul Ministries in Hayward, CA
Adat Ari El in N Hollywood, CA
Iglesia De Jesucristo Palabra-Miel in El Cajon, CA
Nze Foundation in Vista, CA

Recently Added Reviews

All My Tomorrows Pet Rescue in Lodi, CA

Ackright Premier Sports Inc in San Dimas, CA

Trust Funds Inc in San Francisco, CA

Foothill High School Super Boosters Club in Santa Ana, CA

Hoi Bac Ai Phanxico Franciscan Charity Inc in San Francisco, CA

Cuddlybear Thrift Store Inc in Fortuna, CA

Apostle Paul Ministries in Hayward, CA

Adat Ari El in N Hollywood, CA

Iglesia De Jesucristo Palabra-Miel in El Cajon, CA

Nze Foundation in Vista, CA

Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Dallas Zoo Management Inc	650 S R L Thornton Fwy, Dallas, TX 75203-3013	TX	2009-12	$21,463,249
2	Seattle Aquarium Society-Seas	1483 Alaskan Way Pier 59, Seattle, WA 98101-2015	WA	1983-01	$15,301,907
3	Tulsa Zoo Management Inc	6421 E 36th St N, Tulsa, OK 74115-2121	OK	1975-04	$12,603,089
4	Valley Zoological Endowment	500 E Ringgold St, Brownsville, TX 78520-7918	TX	1986-12	$10,320,009
5	Blank Park Endowment Corporation	7401 Sw 9th St, Des Moines, IA 50315-6667	IA	2014-01	$4,500,293
6	Zoological Society Of Milwaukee County Endowment Tr, Karen Peck Katz Ttee	10005 W Bluemound Rd, Milwaukee, WI 53226-4346	WI	2009-03	$4,286,798
7	Riverbanks Society	PO BOX 1060, Columbia, SC 29202-1060	SC	1974-04	$3,493,502
8	Zoological Society Of New Jersey	560 Northfield Ave, West Orange, NJ 07052-2431	NJ	1978-03	$1,922,694
9	Monterey Bay Aquarium Support Services	99 Pacific St Ste 575a, Monterey, CA 93940-2498	CA	2002-11	$1,570,834
10	Friends Of Cabrillo Marine Aquarium	3720 Stephen White Dr, San Pedro, CA 90731-7012	CA	1994-03	$1,109,599
11	Sedgwick County Zoological Foundation	5555 W Zoo Blvd, Wichita, KS 67212-1643	KS	1999-07	$928,521
12	Zoological Society Of Buffalo Foundation Inc	300 Parkside Ave, Buffalo, NY 14214-1963	NY	1992-10	$922,993
13	Friends Of The Palo Alto Jr Museum And Zoo	1451 Middlefield Rd, Palo Alto, CA 94301-3351	CA	1996-10	$536,864
14	San Joaquin County Zoological Society, Micke Grove Zoological Society	11793 N Micke Grove Rd, Lodi, CA 95240-9549	CA	1984-12	$452,462
15	Friends Of The Big Bear Alpine Zoo	Dba Friends Of The Big Bear Alpine, Big Bear City, CA 92314	CA	1994-12	$264,904
16	Zoological Society Of San Luis Obispo County	9305 Pismo Ave, Atascadero, CA 93422-4939	CA	1971-04	$225,295
17	Orange County Zoological Society, Zsooc	3055 W Orange Ste 104, Orange, CA 92804	CA	1991-07	$11
18	Foundation Of The Zoologicalsociety Of San Diego	PO BOX 120551, San Diego, CA 92112-0551	CA	2008-02	$0
19	Fresno Zoological Society	555 W Shaw Ave, Fresno, CA 93704	CA	1953-03	$0
20	Fresno Zoological Society Endowment	894 West Belmont Avenue, Fresno, CA 93728	CA	1994-03	$0

Number of organizations performing similar types of work

Alabama	1
Arkansas	1
Arizona	1
California	10
Colorado	2
District of Columbia	2
Florida	1
Hawaii	2
Iowa	4
Idaho	2
Illinois	5
Indiana	2
Kansas	8
Kentucky	2
Louisiana	3
Maryland	3
Michigan	2
Minnesota	1
Missouri	2

Mississippi	2
North Carolina	1
North Dakota	1
Nebraska	2
New Jersey	4
New Mexico	2
New York	4
Ohio	1
Oklahoma	3
Oregon	1
Pennsylvania	1
South Carolina	3
South Dakota	1
Tennessee	1
Texas	10
Utah	1
Washington	2
Wisconsin	6

Total

100

NonProfitFacts.com is not associated with, endorsed by, or sponsored by San Joaquin County Zoological Society, Micke Grove Zoological Society and has no official or unofficial affiliation with San Joaquin County Zoological Society, Micke Grove Zoological Society