2021-09-22T09:00:02-05:00 2020-12-31 560574444 CHERRY BEKAERT LLP 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2020-01-01 621411210 NASHVILLE ZOO INC NASH 6158331534 3777 NOLENSVILLE ROAD NASHVILLE TN 37211 KIM PRIDGEN CFO 6158331534 2021-09-21 1 KIM PRIDGEN 999009999 SARA G MOON P00034774 6153836592 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICK SCHWARTZ 3777 NOLENSVILLE ROAD NASHVILLE TN 37211 27135691 0 X WWW.NASHVILLEZOO.ORG X 1989 TN TO CONTINUE TO GROW AND PROVIDE A PARK/FACILITY THAT IS RECOGNIZED FOR EXCELLENCE IN ANIMAL CARE, INNOVATIVE DESIGN AND GLOBAL CONSERVATION WHILE DELIVERING STRONG EDUCATIONAL AND COMMUNITY VALUE. 34 34 307 471 -12987 10185 14595914 11930687 7383429 3200639 1364087 1719056 5419439 2516078 28762869 19366460 537620 366418 0 0 9857306 9386909 49820 0 1250062 9683331 8551577 20128077 18304904 8634792 1061556 113401380 116578850 2944550 5678014 110456830 110900836 X IN FULFILLMENT OF OUR MISSION TO INSPIRE A CULTURE OF UNDERSTANDING AND DISCOVERY OF OUR NATURAL WORLD THROUGH CONSERVATION, INNOVATION AND LEADERSHIP, OUR GOAL IS TO BUILD A FIRST CLASS ZOO FOR MIDDLE TENNESSEE AND TO DEVELOP A FACILITY THAT IS RECOGNIZED FOR EXCELLENCE IN ANIMAL CARE AND GLOBAL CONSERVATION WITH STRONG COMMUNITY VALUE IN MIND. WE STRIVE TO BE THE BEST AT CREATING UNIQUE DESIGNS AND INNOVATIVE ARCHITECTURE AND HORTICULTURAL COMPONENTS TO ENHANCE EXHIBITS FOR THE BENEFIT OF THE ANIMALS, OUR VISITORS AND THE ZOOLOGICAL COMMUNITY. 0 0 15129877 3058014 THE ORGANIZATION PROVIDES THE GENERAL PUBLIC WITH A ZOO WHERE IT MAINTAINS ANIMALS AND INFORMS AND EDUCATES THE PUBLIC ABOUT NATURE, ANIMALS AND CONSERVATION.ZOO: THE INAUGURAL ZOOLUMINATION EVENT ENDED IN EARLY FEBRUARY WITH RECORD ATTENDANCE SET FOR BOTH JANUARY AND FEBRUARY. THE ZOO WAS FORCED TO CLOSE FROM MARCH 18 TO JUNE 15 DUE TO THE PANDEMIC ENDING THE YEAR WITH 544,670 GUESTS. TIGER CROSSROADS WAS AWARDED TOP HONORS FROM THE ASSOCIATION OF ZOOS AND AQUARIUMS, DISTINGUISHING IT AS THE BEST EXHIBIT IN THE COUNTRY. THIS IS THE SECOND YEAR IN A ROW THAT NASHVILLE ZOO WON THIS AWARD WHICH HAS ONLY HAPPENED TWO OTHER TIMES IN AZA HISTORY. THE ZOO, IN PARTNERSHIP WITH OTHER ORGANIZATIONS, WAS AWARDED THE PRESTIGIOUS EDWARD H. BEAN AWARD FROM AZA FOR THEIR WORK WITH CLOUDED LEOPARD CONSERVATION. PROYECTO TITI, IN PARTNERSHIP WITH NASHVILLE ZOO, WON AZA'S INTERNATIONAL CONSERVATION AWARD FOR THEIR WORK WITH PROTECTING COTTON-TOP TAMARINS IN COLUMBIA, SOUTH AMERICA. THE ZOO'S HISTORIC GRASSMERE FARM RECEIVED TWO AWARDS OF EXCELLENCE FROM THE TENNESSEE ASSOCIATION OF MUSEUMS FOR EDUCATIONAL PROGRAMMING AND INTERPRETIVE GRAPHICS AS WELL AS A LEADERSHIP IN HISTORY AWARD OF EXCELLENCE FROM THE AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY FOR RESEARCH WORK ON THE CROFT FAMILY'S HISTORY IN CUBA. THE ZOO WAS ABLE TO CONDUCT 91 VIRTUAL BEHIND-THE-SCENES TOURS AND, AFTER OPENING REACH A TOTAL OF MORE THAN 89,000 GUESTS THROUGH SPECIAL TOURS AND UP-CLOSE EXPERIENCES. 366418 366418 CONSERVATION: IN 2020, MORE THAN $398,000 WAS GIVEN TO HELP FUND CONSERVATION EFFORTS AROUND THE WORLD. MORE THE $37,400 RAISED FROM THE ZOO'S ROUND-UP PROGRAM WAS GIVEN TO AUSTRALIAN WILDLIFE RELIEF EFFORTS AFTER THE DEVASTATING WILDFIRES. THE ZOO WAS SUCCESSFUL IN BREEDING SEVERAL ANIMALS AS PART OF AZA'S SPECIES SURVIVAL PLAN (SSP), INCLUDING A BINTURONG, TWO CAPE PORCUPINES, ONE GIANT ANTEATER, MORE THAN 40 HAITIAN GIANT GALLIWASP, NINE RED KANGAROOS, ONE RHINOCEROS HORNBILL, AND ONE SOUTHERN CASSOWARY. OTHER SIGNIFICANT BIRTHS INCLUDE BLUE POISON ARROW FROGS, BRUCE'S GREEN PIGEONS, CARACALS, CASQUE-HEADED IGUANAS, AND CUBAN FALSE CHAMELEONS. THE ZOO EXPANDED THEIR FAMILY OF ANIMALS WITH THE ADDITION OF AFRICAN SEA EAGLES, CHILEAN FLAMINGOS, GREATER FLAMINGOS, CLOUDED LEOPARDS, A COMMON ELAND, HYACINTH MACAWS, KING VULTURES, LOGGERHEAD SHRIKES, A MASAI GIRAFFE, NORTH SULAWESI BABIRUSAS, RED RIVER HOGS, SOUTHERN BAND-TAILED PIGEONS, A SOUTHERN PUDU, A TAWNY FROGMOUTH, TRUMPETER SWANS, AND A SCREAMING HAIRY ARMADILLO. 142625 EDUCATION: DUE TO THE COVID-19 PANDEMIC, MANY OF OUR PROGRAMS WERE SUSPENDED FOR THE VAST MAJORITY OF THE CALENDAR YEAR. ONLY 3500 STUDENTS WERE ABLE TO VISIT THROUGH FIELD TRIPS WITH 895 FROM TITLE I SCHOOLS. 950 STUDENTS PARTICIPATED IN A WILD ENCOUNTERS PROGRAM DURING THEIR VISIT. VIRTUAL HOMESCHOOL DAYS PROGRAMS SERVED 157 STUDENTS AGES 5-14. 140 CAMPERS PARTICIPATED IN VIRTUAL PROGRAMMING, 233 YOUTH PARTICIPATED IN OVERNIGHT PROGRAMS BEFORE OUR CLOSURE, AND 334 CHILDREN PARTICIPATED IN VIRTUAL EARLY CHILDHOOD PROGRAMS. OUR PARTNERSHIPS WITH CROFT MIDDLE DESIGN CENTER AND VANDERBILT'S DAY OF DISCOVERY PROGRAM WERE ALSO SUPPORTED VIRTUALLY WITH STUDENTS ABLE TO WATCH SIX LIVE CAMERAS IN ROTATING EXHIBITS THROUGHOUT THE SCHOOL YEAR 15496295 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 1 307 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X X KIM PRIDGEN 6158331534 3777 NOLENSVILLE ROAD NASHVILLE TN 37211 JULIE WALKER CHAIRMAN 10.15 X X 0 0 0 ED GOODRICH VICE-CHAIRMAN/TREASURER 0.74 X X 0 0 0 DAVID MANNING SECRETARY 0.18 X X 0 0 0 LAUREN CURRY LEGAL COUNSEL 0.89 X 0 0 0 CLARA BELDEN DIRECTOR 0.12 X 0 0 0 SAMANTHA BOYD DIRECTOR 0.59 X 0 0 0 MIKE BRACKEN DIRECTOR 0.14 X 0 0 0 BETH COURTNEY DIRECTOR 0.14 X 0 0 0 DREW CRAWFORD DIRECTOR 0.00 X 0 0 0 ANNE DAVIS DIRECTOR 0.20 X 0 0 0 LAURIE ESKIND DIRECTOR 0.50 X 0 0 0 WILL FITZGIBBON DIRECTOR 0.29 X 0 0 0 JIMMY GRANBERY DIRECTOR 0.14 X 0 0 0 JR GREENE DIRECTOR 0.50 X 0 0 0 BARBARA HAGOOD DIRECTOR 0.20 X 0 0 0 ALLIE HALL DIRECTOR 0.24 X 0 0 0 DIANE HOLLOWAY DIRECTOR 0.17 X 0 0 0 RHONDA KINSLOW DIRECTOR 0.14 X 0 0 0 KENT KIRBY DIRECTOR 0.31 X 0 0 0 JOHN LUEKEN DIRECTOR 0.47 X 0 0 0 ALEX MARKS DIRECTOR 0.00 X 0 0 0 KAREN MOORE DIRECTOR 0.14 X 0 0 0 SANDRA MORGAN DIRECTOR 0.20 X 0 0 0 TRISH MUNRO DIRECTOR 0.16 X 0 0 0 TARA SCARLETT DIRECTOR 0.24 X 0 0 0 TIM SCHOETTLE DIRECTOR 0.11 X 0 0 0 LAURIE SEABURY DIRECTOR 0.13 X 0 0 0 BRIAN SMALLWOOD DIRECTOR 0.50 X 0 0 0 ALEX SOLLBERGER DIRECTOR 0.13 X 0 0 0 BUTCH SPYRIDON DIRECTOR 0.11 X 0 0 0 BARBARA TURNER DIRECTOR 0.26 X 0 0 0 MCARTHUR VANOSDALE DIRECTOR 0.05 X 0 0 0 JOHN WEISENSEEL DIRECTOR 0.20 X 0 0 0 KIMBERLY WILLIAMS-PAISLEY DIRECTOR 0.05 X 0 0 0 RICK SCHWARTZ PRESIDENT 60.00 X 539788 0 104149 KIM PRIDGEN CHIEF FINANCIAL OFFICER 50.00 X 157757 0 22803 SUZANNE ILER CHIEF DEVELOPMENT OFFICER 50.00 X 188966 0 26374 ANDY TILLMAN CHIEF OPERATING OFFICER 50.00 X 137806 0 22822 DAVID OEHLER VICE PRESIDENT 50.00 X 159356 0 20906 JAMI GESELLE HUMAN RESOURCE OFFICER 50.00 X 95569 0 18362 HEATHER ROBERTSON VETERINARIAN 50.00 X 106580 0 6105 1385822 0 221521 6 0 1 0 LAMAR TEXAS LIMITED PARTNERSHIP PO BOX 96030 BATON ROUGE LA 70896 MARKETING 123301 1 2658045 330079 2199738 6742825 2835865 11930687 ZOO ADMISSIONS 900099 3058014 3058014 EDUCATION PROGRAMS 611600 142625 142625 3200639 460471 460471 20873 152483 25786 171742 -4913 -19259 -24172 -24172 8389957 7131372 1258585 1258585 1258585 702574 330079 440331 262243 262243 VENDING 900099 1503518 1503518 PARKING 812930 498974 498974 CATERING COMMISSIONS 900099 11185 11185 264330 264330 2278007 19366460 3200639 -12987 4248121 175792 175792 190626 190626 1494657 896794 224199 373664 6175317 4968020 745707 461590 322717 244465 37759 40493 861126 645531 104032 111563 533092 403829 62374 66889 28270 7921 19953 396 77058 77058 41986 11765 29633 588 272571 272571 372170 224535 53741 93894 390830 365830 25000 858795 858795 6311 2407 3818 86 18599 16483 2116 4384024 4384024 256950 256950 REPAIRS & MAINTENANCE 846205 812885 28361 4959 ANIMAL CARE 623912 623912 BANK FEES 200243 199268 975 DUES & SUBSCIPTION 57854 57556 298 115799 75604 22288 17907 18304904 15496295 1558547 1250062 38500 6123782 22436108 18700305 5852902 5293926 584656 600346 98785769 37687325 61642787 61098444 18304679 19734140 4541748 5027907 113401380 116578850 1385857 1201149 1558693 4476865 2944550 5678014 X 77550656 78371376 32906174 32529460 110456830 110900836 113401380 116578850 1061556 830584 -1448134 0 X 0 1 X 1 0 X 12996603 18215709 11246965 14595914 11930687 68985878 6623252 7059744 7394591 9093851 3903213 34074651 19619855 25275453 18641556 23689765 15833900 103060529 2589566 6067100 188886 5145278 2989469 16980299 0 2589566 6067100 188886 5145278 2989469 16980299 86080230 1088564 1238780 1764777 1543605 633828 6269554 1088564 1238780 1764777 1543605 633828 6269554 3378585 3721547 4118247 4779210 2278007 18275596 24087004 30235780 24524580 30012580 18745735 127605679 0.67460 0.66820 0.04910 0.04610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18549637 2343281 20892918 15602121 2947516 18549637 16393916 8133 -799928 15602121 14137114 74089 2182713 16393916 14469010 20000 1093672 1445568 14137114 0.45351 0.54649 0 0 200000 200000 92690408 33850415 58839993 5895361 3836910 2058451 61098444 X 21277226 830584 442323 637859 1910766 19366460 0 19366460 19385086 442323 637859 1080182 18304904 0 18304904 PART V, LINE 4: TO FUND CAPITAL IMPROVEMENTS AT THE ZOO FACILITY OR PAY OPERATING EXPENSES AS NEEDED. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS FASB ASC GUIDANCE RELATED TO UNRECOGNIZED TAX BENEFITS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THIS GUIDANCE PRESCRIBES A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION HAS NO SIGNIFICANT TAX PENALTIES OR INTEREST REPORTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS COSTS 440,331. RENTAL EXPENSES 197,528. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN OF FIXED ASSET DISPOSAL PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 197,528. SPECIAL EVENTS COSTS 440,331. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON FIXED ASSET DISPOSAL 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 CONTRIBUTIONS & PROGRAM SERVICES ANIMAL CONSERVATION 115000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 CONTRIBUTIONS & PROGRAM SERVICES ANIMAL CONSERVATION 78988 0 0 0 0 0 0 193988 0 193988 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CLOUNDED LEOPARD, AUSTRALIA WILDFIRE SUPPORT 115000 WIRE TRANSFERS SUPPLIES COST SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, AMAZONIAN MANATEE, TAPIR, AND GIANT ARMADILLO CONSERVATION 75626 WIRE TRANSFERS 3362 SUPPLIES COST 10 0 0 0 0 0 0 0 PART I, LINE 2: THE PRESIDENT AND THE CURATORS OF THE ZOO MONITOR USE OF THE GRANT FUNDS BY: 1. REVIEWING THE ORGANIZATION'S NEWSLETTER; 2. COMMUNICATION WITH THE ORGANIZATION; AND/OR 3. VISITING THE ORGANIZATION 4. DISCUSSIONS AT AZA CONFERENCES PART III ACCOUNTING METHOD: BOO AT THE ZOO 426781 10000 416781 80047 7500 3320 ZOOLUMINATION 209054 209054 260870 475 52504 2 396818 320079 76739 15039 20576 1032653 330079 702574 355956 7500 475 76400 440331 262243 1 POINT DEFIANCE ZOOLOGICAL SOCIETY 5400 NORTH PEARL ST TACOMA WA 96407 916066667 501(C)(3) 10000 TO SUPPORT CLOUDED LEOPARD CONSERVATION THE INTERNATIONAL RHINO FDN 201 MAIN STREET STE 2600 FORT WORTH TX 76102 752395006 501(C)(3) 25000 TO SUPPORT RHINO CONSERVATION WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501(C)(3) 8771 TO SUPPORT CHEETAH, SPECTACLED BEAR, & OKAPI CONSERVATION GORILLA REHABILITATION & CONSERVATION EDUCATION PO BOX 334 CUMBERLAND CENTER ME 04021 462308758 501(C)(3) 30000 TO SUPPORT GORILLA CONSERVATION 4 0 PART I, LINE 2: THE PRESIDENT AND THE CURATORS OF THE ZOO MONITOR USE OF THE GRANT FUNDS BY: 1. REVIEWING THE ORGANIZATION'S NEWSLETTER; 2. COMMUNICATION WITH THE ORGANIZATION; AND/OR 3. VISITING THE ORGANIZATION 4. DISCUSSIONS AT AZA CONFERENCES X X X 0 1 0 0 0 0 0 0 0 RICK SCHWARTZ PRESIDENT 535755 0 1050 0 2983 0 83131 0 21018 0 643937 0 0 0 SUZANNE ILER CHIEF DEVELOPMENT OFFICER 187916 0 1050 0 0 0 19809 0 6565 0 215340 0 0 0 KIM PRIDGEN CHIEF FINANCIAL OFFICER 156707 0 1050 0 0 0 12634 0 10169 0 180560 0 0 0 DAVID OEHLER VICE PRESIDENT 158306 0 1050 0 0 0 10965 0 9941 0 180262 0 0 0 ANDY TILLMAN CHIEF OPERATING OFFICER 132606 0 5200 0 0 0 14945 0 7877 0 160628 0 0 0 PART I, LINE 4B ALL EXECUTIVE TEAM MEMBERS PARTICIPATE IN A 457F PLAN - JAMI L. GESELLE. - $6,584.03 SUZANNE S. ILER - $12,622.88 DAVID A. OEHLER - $10,965.06 KIM K. PRIDGEN - $8,059.19 RICK J. SCHWARTZ - $19,500.00 ANDREW K. TILLMAN - $9,523.30 X 12 2819158 FMV X 1 977 COST X METAL BUILDING AND PAD 2 10301 COST X SUPPLIES 5 5431 COST 1 0 0 1 PART I, LINE 32B: GIFTS OF PUBLICLY TRADED SECURITIES ARE PROCESSED THROUGH SUNTRUST BANK FOR SALE IMMEDIATELY UPON RECEIPT. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD HAS AN EXECUTIVE COMMITTEE WHICH IS PERMITTED TO MAKE POLICY DECISIONS ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - FORM 990 IS REVIEWED BY THE CFO AND PRESIDENT AND EMAILED TO BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL QUESTIONNAIRE IS GIVEN TO THE BOARD AND PRESIDENT. POTENTIAL CONFLICTS OF INTEREST, WITH ALL MATERIAL FACTS, ARE BROUGHT TO THE BOARD FOR DISCUSSION. IF APPROPRIATE, AN APPOINTED PERSON OR COMMITTEE WILL DETERMINE IF A BETTER PROPOSAL CAN BE ATTAINED THAT DOES NOT GIVE RISE TO A CONFLICT OF INTEREST. IF NOT, THE BOARD VOTES ON WHETHER THE ARRANGEMENT OR TRANSACTION IS IN THE ZOO'S BEST INTEREST AND IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE IS ESTABLISHED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS DATA AND ESTABLISHES THE SALARY OF THE PRESIDENT. DATA COMES FROM COMPARABLE ZOOS' FORM 990S, PERIODICALLY PUBLISHED INDUSTRY (AZA) COMPENSATION SURVEY, ETC. THE COMPENSATION COMMITTEE DETERMINES HOW OFTEN UPDATES AND REVIEWS ARE DONE. ROUTINE RAISES ARE BASED ON PERFORMANCE REVIEWS AND FOLLOW THE SAME PATTERN AS OTHER STAFF. COMPENSATION PAY RANGE ANALYSIS IS DONE PERIODICALLY EVERY FEW YEARS TO ENSURE COMPENSATION IS CONSISTENT WITH THE MARKET AND ADJUSTMENTS ARE MADE AS NECESSARY. SOURCE DATA IS SIMILAR TO THAT USED FOR THE SALARY OF THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE ALONG WITH FORM 990. FORM 990, PART XI, LINE 8: EFFECTIVE JANUARY 1, 2019, THE ORGANIZATION RESTATED DEFERRED REVENUE RELATED TO MEMBERSHIPS, AND NET ASSETS TO PROPERLY STATE THESE ACCOUNTS AT THAT DATE.