2019-05-15T13:42:26-05:00 2018-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2018-01-01 560990900 NORTH CAROLINA ZOOLOGICAL SOCIETY INC NORT 3368797250 4403 ZOO PARKWAY ASHEBORO NC 27205 CHERYL TURNER EXECUTIVE DIRECTOR 3368797250 2019-05-13 1 AMANDA ADAMS P00748038 7043771678 38.142.98.34 2019-05-13 16:37:55 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 18694F53AD11E15FFCEA276DE93F63B2E746D691 2018 2019-02-21 02:37:17Z CHERYL TURNER 4403 ZOO PARKWAY ASHEBORO NC 27205 11512487 0 X WWW.NCZOO.COM X 1968 NC SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENTTHE MISSION OF THE NC ZOO SOCIETY IS TO CHAMPION OUR ZOO AND ITS INITIATIVES, WILDLIFE AND WILD PLACES, WITH AN EMPHASIS ON THE FUTURE. THE NC ZOO SOCIETY IS YOUR BRIDGE TO MORE THAN A ZOO VISIT. WE MAKE YOU A PARTNER IN THE ZOO'S GLOBAL EFFORTS TO SUPPORT ANIMAL WELL-BEING, CONSERVATION, EDUCATION, FIELD WORK, RESEARCH, AND WE WELCOME YOU INTOA FAMILY THAT CARES ABOUT NATURE. 16 14 74 95 0 0 4563435 5173084 0 0 1061523 547957 1243970 1282878 6868928 7003919 0 0 0 0 1060746 1107006 0 0 413994 4578993 4545687 5639739 5652693 1229189 1351226 25487990 24691632 4429462 4129886 21058528 20561746 TO CHAMPION OUR ZOO AND ITS INITIATIVES, WILDLIFE AND WILD PLACES, WITH AN EMPHASIS ON THE FUTURE. 0 0 3839963 1181591 PROVIDE FINANCIAL AND PROMOTIONAL SUPPORT TO THE NC ZOOLOGICAL PARK AND ITS CAPITAL PROJECTS, OPERATIONS AND PROGRAM INITIATIVES - WITH A PRIORITY FOCUS ON FIELD RESEARCH, WILDLIFE CONSERVATION, SCIENCE AND ANIMAL WELFARE. THE SOCIETY HAS PROVIDED FUNDS FOR SPECIFIC CONSERVATION AND RESEARCH PROJECTS WORKING WITH ELEPHANTS, VULTURES AND GORILLAS IN AFRICA, RAISED FUNDS FOR CAPITAL PROJECTS, ANIMAL AND HORTICULTURE PURCHASES, MARKETING, STAFFING, TRAINING, AND OPERATIONS OF A WILDLIFE REHABILITATION CENTER, A WILDLIFE LEARNING/RESIDENTIAL CENTER, AN EDUCATIONAL WEBSITE AND OTHER PARK NEEDS. 1129581 MEMBERSHIP SERVICES (INCLUDING INFORMATION AND REFERRAL, EDUCATION, MEMBER BENEFIT AND IDENTIFICATION ADMINISTRATION, RECORD-KEEPING AND SPECIAL EVENTS) EXTEND TO OVER 28,000 MEMBER HOUSEHOLDS AND THE EMPLOYEES OF 179 BUSINESSES ENROLLED IN THE CORPORATE MEMBER PROGRAM, AS WELL AS ALL OF THE PEOPLE AROUND THE WORLD WHO BENEFIT FROM THE PROTECTION THE SOCIETY'S PROGRAM EXTENDS TO THE NATURAL RESOURCES THEY DEPEND ON FOR SURVIVAL. 51876 THROUGH ITS SUPPORT OF ZOO EDUCATION PROGRAMS, THE SOCIETY SERVES MORE THAN 830,000 VISITORS AND OVER 28,000 MEMBER HOUSEHOLDS (INCLUDING APPROXIMATELY 84,000 N.C. SCHOOL CHILDREN) THROUGH FIELD RESEARCH AND VETERINARIAN OVERNIGHT CAMPS FOR A WIDE RANGE OF AGES, SHADOW A VET PROGRAM, EDUCATIONAL AND FAMILY-FRIENDLY BEHIND THE SCENES TOURS FOR CHILDREN AND ADULTS WHO COME TO THE PARK EACH YEAR TO LEARN ABOUT WILDLIFE AND THE ENVIRONMENT. 5021420 1 1 0 1 0 0 0 1 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 47 0 1 74 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X ANDREA KING 3368797254 4403 ZOO PARKWAY ASHEBORO NC 27205 MICHAEL J FISHER CHAIR 3.80 X X 0 0 0 JOHN L RUFFIN TREASURER 3.70 X X 0 0 0 MAJORIE M RANKIN SECRETARY 0.60 X X 0 0 0 RICHARD W CARROLL DIRECTOR 0.60 X 0 0 0 NICOLE A CRAWFORD DIRECTOR 3.20 X 0 0 0 WILLIAM E CURRENS JR DIRECTOR 0.80 X 0 0 0 SUMNER S FINCH DIRECTOR 0.80 X 0 0 0 SCOTT D JONES DIRECTOR 0.60 X 0 0 0 SCOTT E REED DIRECTOR 0.80 X 0 0 0 DAVID K ROBB DIRECTOR 0.80 X 0 0 0 BARRY C SAFRIT DIRECTOR 0.90 X 0 0 0 MARGERY J SPRINGER DIRECTOR 0.60 X 0 0 0 KENT A VARNER DIRECTOR 0.60 X 0 0 0 DON F WELLINGTON DIRECTOR 0.60 X 0 0 0 CHARLES M WINSTON JR DIRECTOR 0.60 X 0 0 0 CHERYL TURNER EXECUTIVE DIRECTOR 40.00 X X 151375 0 21507 ANDREA KING CURRENT FINANCE DIRECTOR 40.00 X 59343 0 6184 DOT GARNER FORMER FINANCE DIRECTOR 40.00 X 50461 0 7864 261179 0 35555 1 0 1 0 PHUNG LUU 16 AUGUSTINE CUT OFF WILMINGTON DE 19803 EXHIBITION SERVICES 110834 ANIMAL BEHAVIOR AND CONSERVATION CONNECT 2695 SHAWS CORNER ROAD CLAYTON DE 19938 EXHIBITION SERVICES 110800 2 2587908 40191 2544985 100553 5173084 511724 511724 2817442 2781209 36233 36233 36233 264496 40191 163209 101287 101287 2745741 1564150 1181591 1181591 7003919 1181591 0 649244 266284 122268 68602 75414 629396 518316 19992 91088 43023 33047 2234 7742 102310 78586 5313 18411 65993 47614 6266 12113 33520 23661 1972 7887 91403 91403 43531 43531 99863 80760 5144 13959 58430 44792 3514 10124 10652 6771 1272 2609 4202 439 3517 246 38465 31527 2269 4669 22668 16057 1259 5352 ZOO OPERATING EXPENSES 3839963 3839963 NEW MEMBER SOLICITATION 98790 29778 69012 SPECIAL PROJECTS EXPENS 89211 48161 41050 REPAIRS & MAINTENANCE 11434 7652 673 3109 103555 48497 3849 51209 5652693 5021420 217279 413994 1218159 666099 760809 1202953 247621 1006748 61102 27847 285174 308341 50166 49164 4825492 895891 3572395 3929601 18202838 16493117 99375 87709 990351 920053 25487990 24691632 452460 424496 988803 905555 2013248 2013248 974951 786587 4429462 4129886 X 13933674 12589342 4430677 5158108 2694177 2814296 21058528 20561746 25487990 24691632 X 1351226 -1815326 -32682 X 0 1 X 1 0 X 4547654 4693460 5044390 4563435 5173084 24022023 59312 59312 59312 64880 64880 307696 4606966 4752772 5103702 4628315 5237964 24329719 2179381 22150338 405237 377736 301920 535153 511724 2131770 14761 7241 7279 101287 130568 26592057 12723207 0.83300 0.86600 X 0 61000 61000 5487790 5548790 427440 106860 0 0 440220 490358 428282 427440 1786300 2679450 19500 44167 61030 61000 185697 110055 122590 107071 106860 446576 669864 5000 X SOCIETY'S MAIN OFFICE AT YE 1 0 1 X 4104474 249998 -362115 8076 3984281 3575376 27501 508538 6941 4104474 2262540 1150744 170362 8270 3575376 2057734 265454 -59000 1648 2262540 1292475 737084 36632 8457 2057734 0.05830 0.70630 0.23540 0 0 2876251 2876251 1332323 493340 838983 120903 58490 62413 311361 232968 78393 184654 111093 73561 3929601 LIABILITY UNDER UNITRUST AGREEMENT 786587 786587 5293406 -1815326 105880 -32682 -1742128 7035534 91403 -123018 -31615 7003919 5790188 105880 123018 228898 5561290 91403 91403 5652693 PART III, LINE 4: THE ART COLLECTION CONSISTS OF TWO PRINTS THAT ARE CURRENTLY DISPLAYED IN THE SOCIETY'S OFFICE. PART IV, LINE 2B: THE SOCIETY AND SYLVAN HEIGHTS HAVE AN ONGOING AGENCY RELATIONSHIP. CONTRIBUTIONS AND OTHER SUPPORT THAT HAVE BEEN RECEIVED BY THE SOCIETY BUT NOT REMITTED TO SYLVAN HEIGHTS ARE MEASURED AT PRESENT VALUE AND ARE REPORTED AS LIABILITIES IN THE FINANCIAL STATEMENTS. THE PORTION OF THE ACCOUNT DESIGNATED AS "BENEFICIAL INTEREST IN CHARITABLE LEAD TRUST" REPRESENTS THE PRESENT VALUE OF EXPECTED FUTURE CASH INFLOWS RECEIVED BY THE SOCIETY ON BEHALF OF SYLVAN HEIGHTS. THE SOCIETY RECOGNIZES THE PRESENT VALUE OF THE EXPECTED FUTURE CASH INFLOWS AND OFFSETTING LIABILITY UNTIL THE TRUST ASSETS ARE DISTRIBUTED. PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR THE BENEFIT OF THE ANIMALS AND/OR TO SUPPORT THE CONSERVATION PROGRAMS OF THE NC ZOOLOGICAL PARK. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF UNITRUST -32,682. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED NET OF REVENUE ON 990 -123,018. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED NET OF REVENUE ON 990 123,018. ZOO TO DO 253946 40191 213755 1000 33394 11235 88444 BELIEVE IN THE MAGIC OF THE SEASON 34347 34347 16559 1 16394 16394 12577 304687 40191 264496 1000 33394 11235 117580 163209 101287 X X X X 0 0 0 0 0 0 0 0 0 CHERYL TURNER EXECUTIVE DIRECTOR 151375 0 0 0 0 0 10611 0 10896 0 172882 0 0 0 CHERYL TURNER RELATED TO DIRECTOR 172882 EMPLOYEE COMPENSATION 0 X 4 39230 FAIR MARKET VALUE X 3 4700 FAIR MARKET VALUE X SUPPLIES 16 56623 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 DON WELLINGTON AND CHERYL TURNER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR INDIVIDUAL REVIEW. IT IS REVIEWED IN DEPTH BY THE BOARD CHAIR AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C SOCIETY STAFF MEMBERS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY AS THEY BECOME AN EMPLOYEE. BOARD MEMBERS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY AS THEY BECOME A MEMBER. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE DIRECTOR OR EMPLOYEE MUST DISCLOSE THE POTENTIAL CONFLICT. THE DIRECTOR OR EMPLOYEE SHALL NOT VOTE ON NOR PARTICIPATE IN ANY ACTIVITIES WHEN HE OR SHE STANDS TO BENEFIT. FAILING TO COMPLY COULD LEAD TO DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT OR DIRECTORSHIP. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD'S COMPENSATION/PERSONNEL COMMITTEE. THE COMPENSATION COMMITTEE WILL CONDUCT AN ANNUAL REVIEW USING COMPARABILITY DATA (FROM IRS FORMS 990 OF OTHER ORGANIZATIONS) AND FROM COMPENSATION STUDIES TO DETERMINE AND APPROVE THE EXECUTIVE DIRECTOR'S SALARY. DISCUSSIONS WILL BE DOCUMENTED IN THE PERSONNEL MINUTES. THE DATA UPON WHICH THE DECISION WAS MADE WILL BE KEPT IN A PERMANENT RECORD. THE COMPENSATION/PERSONNEL COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S RECOMMENDATIONS FOR THE COMPENSATION FOR THE DIRECTORS OF THE VARIOUS DEPARTMENTS WITHIN THE ZOO SOCIETY. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY WILL MAKE ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE 990S AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE SOCIETY'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF UNITRUST -32,682.