PLATINUM2023

LAKE SUPERIOR ZOOLOGICAL SOCIETY

Explore More at the Lake Superior Zoo

aka Arrowhead Zoological Society, Lake Superior Zoo   |   Duluth, MN   |  http://www.lszooduluth.org/
GuideStar Charity Check

LAKE SUPERIOR ZOOLOGICAL SOCIETY

EIN: 41-0944885


Mission

To provide close-up animal experiences that inspire connections to wildlife and action toward conservation in our region and around the world.

Ruling year info

1969

Chief Executive Officer

Haley Hedstrom

Main address

7210 Fremont St.

Duluth, MN 55807 USA

Show more contact info

EIN

41-0944885

Subject area info

Natural resources

Zoos

Environmental education

Endangered species protection

Plant biodiversity

Show more subject areas

Population served info

Children and youth

Families

Adults

NTEE code info

Zoo, Zoological Society (D50)

Environmental Education and Outdoor Survival Programs (C60)

Natural Resource Conservation and Protection (C30)

What we aim to solve

SOURCE: Self-reported by organization

The Lake Superior Zoo has been in existence since 1923, and is a key attraction and educational facility in northeastern Minnesota. We are in the midst of a revitalization which includes improvements to existing infrastructure, construction of new exhibits, and programming enhancements that align with the community and regional goals surrounding conservation and sustainability.

We cannot depend on public financing to accomplish all of our necessary improvements/enhancements. We have launched an aggressive capital campaign to secure private contributions, which will help us create a private/public partnership and a financial strategic vision that includes sustainability into the future.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Education

Educational programming is one of the most effective ways our zoo fulfills is mission and fosters environmental conservation. We give participants close-up experiences with animals to help them feel empathy, respect, and concern for that animal and other like it. Emotional engagement combined with conservation messages help inspire our audiences to improve the world for animals and their natural habitats. We provide on-site formal camps and classes, informal programs on animals and the environment, and off-site outreach programs on animals and the environment

Population(s) Served
Children and youth
Families

Encourage individuals, families, and businesses to be shareholders in our mission with an annual membership. Providing personalized services to our members and creating awareness among the general public regarding our member services. Proceeds from this program help support education and zoo services programs. We participate in the AZA reciprocal program and the ASTC Passport program allowing our members to enjoy free or discounted admissions to over 500 zoos, aquariums, museums, and science centers. Members receive exclusive updates on zoo events throughout the year, and special "members only" events are hosted in appreciation for their support.

Population(s) Served
Families
Adults

Manage the city-owned zoo, including hiring, training and retaining high quality animal care staff, obtaining and caring for the animal collection and providing all the education and guest services to the public. Participation in species survival and conservation programs. Exceptional animal care of 130 species, representing approximately 300 animals.

Population(s) Served
Families

Where we work

Affiliations & memberships

Association of Science and Technology Centers 2016

Association of Science and Technology Centers 2017

Association of Science and Technology Centers 2018

Association of Science and Technology Centers 2019

Association of Science and Technology Centers 2020

Association of Science and Technology Centers 2021

Association of Science and Technology Centers 2022

Association of Science and Technology Centers2 2023

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of conservation actions at site(s)

This metric is no longer tracked.
Totals By Year
Related Program

Zoo Services

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of animals in collection

This metric is no longer tracked.
Totals By Year
Related Program

Zoo Services

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Number of species in collection

This metric is no longer tracked.
Totals By Year
Related Program

Zoo Services

Type of Metric

Context - describing the issue we work on

Direction of Success

Holding steady

Number of paid participants on field trips

This metric is no longer tracked.
Totals By Year
Related Program

Education

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of website pageviews

This metric is no longer tracked.
Totals By Year
Related Program

Zoo Services

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Number of unique website visitors

This metric is no longer tracked.
Totals By Year
Related Program

Zoo Services

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Number of campers enrolled

This metric is no longer tracked.
Totals By Year
Related Program

Education

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The Lake Superior Zoo exists to provide close-up animal experiences that inspire connections to wildlife and action toward conservation in our region and around the world. Our vision is a future where all living things thrive together.

Our organizational goals area:
I. Build a compelling animal experience that meets the highest standards of animal well-being.
The LSZ and the surrounding community value in-person interactions and connections to animals and the natural world. It is our responsibility to assure guests of our animal welfare considerations and that animal care is our top priority. Contemporary animal habitats coupled with intentional educational messages can foster empathy for animals and positively influence a passion for conservation in our visitors. Modern zoological practices and philosophies guide each element.

II. Develop and implement a sustainable financial strategy that promotes the longevity of our presence in the community.
The LSZ values impactful partnerships with organizations and individuals with shared activities and values. We believe the path to maintaining a strong financial position involves fostering positive stakeholder relationships with government entities like the City of Duluth and State of Minnesota, elevating donor stewardship, and contingency planning for the future of our organization.

III. Empower staff through development and education.
Our mission is brought to life by the people who make it all a reality, and the LSZ is committed to reflection and growth through thoughtful engagement with all Zoo staff through ongoing initiatives. Furthering a positive and transparent culture coupled with expanded professional development opportunities will enhance operations and promote retention. Investing in diversity, equity, accessibility, and inclusion initiatives and practices will help us reflect the communities we serve and grow as an organization. Partnerships with regional associations can provide stability and rewarding opportunities for our staff.

IV. Establish the Zoo as a trusted conservation leader in our community.
At the LSZ, we value animal welfare and conservation that supports upholding and exceeding Association of Zoos & Aquariums standards. Each decision we make is grounded in animal care, and we can positively affect the perception of zoos and aquariums through intentional communications of welfare standards. Building and expanding relationships with similar organizations will enhance the impact of our mission and broaden our reach as a conservation organization.

V. Develop and maintain a long-term facilities plan.
The LSZ will address aging infrastructure and deferred maintenance through several approaches including a long-term facilities plan. We will allocate adequate resources to develop future plans and design revitalize existing spaces with feedback from staff and other stakeholders.

I. Build a compelling animal experience that meets the highest standards of animal welfare.
- Develop animal habitats and exhibits that build connections to regional and global conservation.
- Develop immersive ways to engage guests in the natural world
- Create greater transparency about how our staff ensure the best animal care possible.
- Develop engaging animal and guest interactions

II. Develop and implement a sustainable financial strategy that promotes the longevity of our presence in the community.
- Build and foster sponsor and donor relationships
- Intentionally connect with potential donors for projects
- Ensure economic sustainability through responsible saving, investing, and budgeting

III. Empower staff through development and education.
- Provide meaningful and fulfilling staff experiences
- Recruit, hire, and build a diverse and inclusive staff that reflects the communities we serve
- Build and leverage mission-based partnerships to enhance collaborative opportunities for staff and volunteers
- Thoughtful engagement with all staff to maintain a positive organizational culture
- Reflecting on past experience to continue to grow as an organization

IV. Establish the Zoo as a trusted conservation leader in our community.
- Highlight AZA standards to inform attitudes and perceptions of animals in human care
- Develop mission-based partnerships that increase our impact and outreach through opportunities and experiences
- Engage in capacity-building strategies to provide staff with additional opportunities to participate in conservation research and field programs

V. Develop and maintain a long-term facilities plan.
- Revitalize and creatively adapt existing spaces.
- Address aging infrastructure and maintenance while enhancing unique experiences.
- Create attainable plans to mitigate aging infrastructure and deferred maintenance

The Lake Superior Zoological Society is well-positioned to accomplish our goals and is on a path of forward momentum.

As the 19th oldest zoo in the United States, we will celebrate our 100-year anniversary in 2023, and look ahead to the next 100 years with the help of this increased funding.

Each year, thousands of people interact with our educational programming and content, whether that’s while visiting the zoo, attending a program through our Zoomobile outreach initiative, or at the only year-round nature-based preschool located at a zoo in Minnesota. Education and conservation are the cornerstone elements of our mission, and we accomplish our goals by providing programming to children across the arrowhead region from Carlton to Grand Marais to the Iron Range.

2022 was a year of growth, opportunity, revitalization, and triumph at the Lake Superior Zoo. A culmination of hard work and commitment to wildlife, conservation, and animal wellbeing was instrumental in our outstanding Association of Zoos & Aquariums inspection and following renewed accreditation.

Each day our team champions efforts that make the Zoo’s vision and mission come to life. As we embarked on our AZA accreditation journey, we updated our master and strategic plan highlighting increased conservation efforts and diversity, equity, inclusion, and accessibility programs though our first-ever DEAI plan. Our 15-year master plan was unanimously approved by the Duluth Parks & Recreation commission as well as Duluth City Council. Our strategic plan defines objectives and goals that will work in harmony to achieve our master plan phases such as constructing and/or renovating the main building, improving access to the Zoo through various DEAI initiatives, and prioritizing animal care and wellbeing.

With our strategic and master plan updates, City of Duluth administration support, and our forward momentum, we have experienced significant progress since 2021.

We currently have three grant projects in progress that will restore our nature trail, enhance interactive experiences across zoo grounds, highlight the importance of AZA accreditation, and add parallel play experiences in an existing playground space. In addition, we have a brand-new world-class red panda habitat that will open this spring.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback

  • What challenges does the organization face when collecting feedback?

    It is difficult to find the ongoing funding to support feedback collection

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

1.15

Average of 0.59 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

1.2

Average of 0.9 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

15%

Average of 15% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

LAKE SUPERIOR ZOOLOGICAL SOCIETY

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

LAKE SUPERIOR ZOOLOGICAL SOCIETY

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

LAKE SUPERIOR ZOOLOGICAL SOCIETY

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of LAKE SUPERIOR ZOOLOGICAL SOCIETY’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $11,885 $110,567 $135,223 $904,232 -$87,505
As % of expenses 0.7% 6.0% 8.9% 43.5% -3.4%
Unrestricted surplus (deficit) after depreciation -$35,121 $60,924 $90,417 $834,930 -$182,592
As % of expenses -2.1% 3.2% 5.8% 38.9% -6.8%
Revenue composition info
Total revenue (unrestricted & restricted) $1,685,660 $1,889,606 $1,618,528 $3,031,523 $2,608,501
Total revenue, % change over prior year -7.2% 12.1% -14.3% 87.3% -14.0%
Program services revenue 75.6% 74.3% 73.5% 61.3% 77.1%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.1% 0.1% 0.1% 0.1% 0.1%
Government grants 2.6% 3.0% 10.1% 22.9% 1.5%
All other grants and contributions 12.4% 10.8% 11.0% 7.5% 13.5%
Other revenue 9.3% 11.8% 5.3% 8.2% 7.9%
Expense composition info
Total expenses before depreciation $1,642,763 $1,833,684 $1,526,696 $2,079,518 $2,609,247
Total expenses, % change over prior year -9.5% 11.6% -16.7% 36.2% 25.5%
Personnel 62.4% 57.0% 61.1% 59.5% 57.8%
Professional fees 6.8% 14.7% 7.8% 6.6% 9.3%
Occupancy 6.2% 5.4% 6.7% 7.0% 7.3%
Interest 0.5% 0.2% 0.2% 0.4% 0.3%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 24.2% 22.6% 24.3% 26.5% 25.3%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $1,689,769 $1,883,327 $1,571,502 $2,148,820 $2,704,334
One month of savings $136,897 $152,807 $127,225 $173,293 $217,437
Debt principal payment $0 $52,603 $0 $5,047 $49,280
Fixed asset additions $49,156 $68,109 $124,367 $309,747 $189,225
Total full costs (estimated) $1,875,822 $2,156,846 $1,823,094 $2,636,907 $3,160,276

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 0.6 0.4 1.6 1.0 1.2
Months of cash and investments 0.9 0.7 1.8 1.2 1.4
Months of estimated liquid unrestricted net assets -3.1 -2.5 -2.9 2.7 0.7
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $80,720 $64,923 $197,413 $175,478 $270,533
Investments $40,028 $41,979 $32,406 $34,608 $34,384
Receivables $30,018 $40,654 $186,962 $559,110 $230,310
Gross land, buildings, equipment (LBE) $771,515 $827,069 $933,625 $1,237,913 $1,346,664
Accumulated depreciation (as a % of LBE) 38.3% 40.2% 38.5% 34.2% 32.5%
Liabilities (as a % of assets) 71.7% 71.2% 76.9% 30.2% 31.1%
Unrestricted net assets $44,857 $105,781 $196,198 $1,031,128 $848,536
Temporarily restricted net assets $123,583 N/A N/A N/A N/A
Permanently restricted net assets $21,050 N/A N/A N/A N/A
Total restricted net assets $144,633 $91,939 $38,975 $88,950 $180,922
Total net assets $189,490 $197,720 $235,173 $1,120,078 $1,029,458

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Chief Executive Officer

Haley Hedstrom

Number of employees

Source: IRS Form 990

LAKE SUPERIOR ZOOLOGICAL SOCIETY

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

LAKE SUPERIOR ZOOLOGICAL SOCIETY

Board of directors
as of 03/23/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Joey Engseth

Altec

Term: 2018 - 2024

Noah Hobbs

One Roof Community Housing

Mike Polzin

Pier B Resorts

Tim Meininger

Emeritus Member

Russell Smith

Emeritus Member

Susan Waldie

Johnson, Killer & Seiler

Kala Pedersen

Essentia Health

Maya Mattke

Lake Superior Consulting

James Lewis

Western Bank Duluth

Britta Schielke

Jessica Peterson

City of Duluth, Ex Officio

John Scott

Emeritus Member

Stephen Lewis

Honorary Member

Mark McShane

Honorary Member

LauraLee Rauker

Members Cooperative Credit Union

Nicki Britton

NISC

Kathleen Privette

Duluth Chamber of Commerce

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 3/23/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Gay, Lesbian, Bisexual, or other sexual orientations in the LGBTQIA+ community
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

Transgender Identity

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 03/23/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We use a vetting process to identify vendors and partners that share our commitment to race equity.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.