2018-08-07T17:41:13-05:00 2017-12-31 630813240 PEARCE BEVILL LEESBURG MOORE PC 110 OFFICE PARK DR BIRMINGHAM AL 35223 990 2017-01-01 621231591 BIRMINGHAM ZOO INC BIRM 2058790409 2630 CAHABA ROAD BIRMINGHAM AL 352231106 MARGARET WHITMAN CFO 2058790409 2018-07-24 1 JEFF THORNTON P01308546 2053235440 2018-07-06 2017 2022-09-23 18:48:47Z MARGARET WHITMAN 2630 CAHABA ROAD BIRMINGHAM AL 352231106 19948338 0 X WWW.BIRMINGHAMZOO.COM X 1999 AL THE BIRMINGHAM ZOO'S PURPOSE IS TO EXHIBIT ANIMALS FOR THE EDUCATION OF VISITORS, TO PROMOTE AND CONDUCT CONSERVATION PROGRAMS AND RESEARCH STUDIES, AND SPONSOR EDUCATIONAL ACTIVITIES FOR THE COMMUNITY. 17 17 239 1822 0 0 6840411 13972663 3882402 3824361 812 611 1411939 872549 12135564 18670184 0 0 0 0 5120318 5409801 0 0 304008 5909670 6062089 11029988 11471890 1105576 7198294 37304735 44637410 6246695 6381076 31058040 38256334 X THE BIRMINGHAM ZOO'S PURPOSE IS TO EXHIBIT ANIMALS FOR THE EDUCATION OF VISITORS, TO PROMOTE AND CONDUCT CONSERVATION PROGRAMS AND RESEARCH STUDIES, AND TO SPONSOR EDUCATIONAL ACTIVITIES FOR THE COMMUNITY. 0 0 9195358 MANAGEMENT OF FACILITY OPERATIONS OF THE BIRMINGHAM ZOO; SPONSORSHIP OF EDUCATIONAL, ENVIRONMENTAL, AND CONSERVATION PROGRAMS; AND PROMOTION OF THE ZOO AND ANIMAL AND HORTICULTURAL LIFE THROUGH EXHIBITS, PROGRAMS AND ACTIVITIES.THE TRAILS OF AFRICA EXHIBIT GIVES VISITORS THE OPPORTUNITY TO OBSERVE AFRICAN WILDLIFE, WHILE ENLIGHTENING VISITORS ABOUT THE PLIGHT OF ENDANGERED ANIMALS AND THE SUPPORT NEEDED FOR GLOBAL WILDLIFE CONSERVATION EFFORTS.THE BIRMINGHAM ZOO CARRIES ON A RELATIONSHIP WITH THE BIRMINGHAM CHAPTER OF THE AMERICAN ASSOCIATION OF ZOO KEEPERS. THIS PARTNERSHIP FURTHERS CONSERVATION AWARENESS AND THE EDUCATION AND APPRECIATION FOR ANIMAL CARE. SPECIFICALLY, THE ORGANIZATION HELPS MAINTAIN THE SPECIES SURVIVAL PROGRAMS - A WORLDWIDE COOPERATIVE BREEDING AND CONSERVATION PROGRAM.THE BIRMINGHAM ZOO HAS ALSO COLLABORATED WITH LOCAL HUMAN AND VETERINARY MEDICAL EXPERTS TO DESIGN REVOLUTIONARY ANIMAL PROCEDURES. THIS TEAM OF DOCTORS SUCCESSFULLY IMPLANTED THE FIRST CARDIAC RESYNCHRONIZATON THERAPY DEVICE IN A GORILLA. 112381 3824361 BIRMINGHAM ZOO'S EDUCATIONAL PROGRAMS SERVED 7,695 INDIVIDUALS IN THE COMMUNITY THIS YEAR. THE BREAKDOWN IS AS FOLLOWS: FIELD TRIP PROGRAMS 4,460 INDIVIDUALSHOME SCHOOL CLASSES 66 INDIVIDUALSKIDS' DAY OUT 83 INDIVIDUALSNIGHTLIFE PROGRAMS 971 INDIVIDUALSPATCH PROGRAMS 189 INDIVIDUALSPRESCHOOL CLASSES 303 INDIVIDUALSSPECIAL CLASSES 52 INDIVIDUALSSPRING BREAK 92 INDIVIDUALSSUMMER CAMPS 817 INDIVIDUALSZOO AFTER SCHOOL PROGRAM 40 INDIVIDUALSZOO SCHOOL PROGRAM 580 INDIVIDUALSZOOKEEPER FOR A DAY 42 INDIVIDUALSTOTAL INDIVIDUALS SERVED: 7,695 33337 PUBLICATION AND DISTRIBUTION OF "ANIMAL TRACKS AND OTHER PERIODIC PUBLICATIONS. 297735 576715 297735 576715 9638811 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 64 0 1 239 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X MARGARET WHITMAN 2053973865 2630 CAHABA ROAD BIRMINGHAM AL 352231106 CISSY JACKSON CHAIRMAN 5.00 X 0 0 0 ROBERT ALAND VICE CHAIRMAN 5.00 X 0 0 0 THOMAS SISSON TREASURER 5.00 X 0 0 0 DAVID LOPER SECRETARY 5.00 X 0 0 0 WALLY NALL III IMMEDIATE PAST CHAIRMAN 5.00 X 0 0 0 JACK DARNALL BOARD MEMBER 2.50 X 0 0 0 AUSTIN DAVIS BOARD MEMBER 2.50 X 0 0 0 LEIGH COLLIER BOARD MEMBER 2.50 X 0 0 0 MARK CROSSWHITE BOARD MEMBER 2.50 X 0 0 0 NANCY GOEDECKE BOARD MEMBER 2.50 X 0 0 0 GAYNELL HENDRICKS BOARD MEMBER 2.50 X 0 0 0 G DOUGLAS JONES BOARD MEMBER 2.50 X 0 0 0 RANDALL JORDAN BOARD MEMBER 2.50 X 0 0 0 PHILIPPE LATHROP BOARD MEMBER 2.50 X 0 0 0 JERRY PERKINS JR BOARD MEMBER 2.50 X 0 0 0 LEE MCKINNEY BOARD MEMBER 2.50 X 0 0 0 BRITT REDDEN BOARD MEMBER 2.50 X 0 0 0 DR WILLIAM R FOSTER CHIEF EXECUTIVE OFFICER 40.00 X 222665 0 0 MARGARET WHITMAN CHIEF FINANCIAL OFFICER 40.00 X 96646 0 0 CHRISTOPHER PFEFFERKORN SENIOR VP 40.00 X 149624 0 0 KAREN CARROLL VP OF DEVELOPMENT 40.00 X 106955 0 0 KERRY GRAVES VP OF SALES & MARKETING 40.00 X 102377 0 0 RUSSELL KEENE VP OF OPERATIONS 40.00 X 114684 0 0 792951 0 0 5 0 1 0 CS BEATTY CONSTRUCTION INC 2129 R ARRINGTON JR BLVD S BIRMINGHAM AL 35209 CONSTRUCTION 1873576 GOODWYN MILLS AND CAWOOD INC PO BOX 242128 MONTGOMERY AL 36124 CONSULTANTS 288918 LANDSCAPE WORKSHOP INC 550 MONTGOMERY HWY SUITE 200 VESTAVIA AL 35216 LANDSCAPE MAINTENANCE 189221 A THRU Z CONSULTING & DISTR 8620 E OLD VAIL ROAD SUITE 100 TUCSON AZ 85747 CONSTRUCTION 134000 CORPORATE FACILITIES MGMT INC PO BOX 2452 BIRMINGHAM AL 35201 JANITORIAL CONTRACTED SERVICES 125391 5 1547570 2151500 10273593 67794 13972663 ADMISSIONS 713990 3484037 3484037 PROGRAM AND CAMP FEES 713990 340324 340324 3824361 611 611 78300 0 78300 78300 78300 455292 158847 296445 296445 1580523 1119307 461216 461216 MISCELLANEOUS REVENUE 900099 30038 30038 VOLUNTEER INCOME 900099 6550 6550 36588 18670184 4401076 0 296445 792951 650219 134802 7930 3764886 3087207 640030 37649 532826 436917 90580 5329 319138 261693 54253 3192 130955 130955 313547 313547 465139 256989 164534 43616 105806 1311 104495 1689869 1606995 60144 22730 41806 17945 22593 1268 25808 19411 6397 145616 145616 1557460 1479587 46724 31149 207414 207414 ANIMAL EXPENSES 553446 553446 SPECIAL & SOCIAL EVENTS 448880 297735 151145 SUPPLIES 191822 157691 34131 CONSERVATION 118648 118648 65873 26440 39433 11471890 9638811 1529071 304008 2134490 396089 22465 57478 4465276 11291624 198452 445852 7844 4772 180867 65762 47997366 18436501 26499931 29560865 3795410 2814968 37304735 44637410 383572 261343 1872656 1955809 3512662 3423678 477805 740246 6246695 6381076 X 24707684 26373501 6350356 11882833 31058040 38256334 37304735 44637410 7198294 0 X X 0 1 X 1 0 X 4438138 8726508 7899404 6840411 13972663 41877124 6274172 6156579 5897645 6859341 5860176 31047913 10712310 14883087 13797049 13699752 19832839 72925037 0 0 0 72925037 51288 65594 75033 95369 78911 366195 51288 65594 75033 95369 78911 366195 205586 13652 32769 30159 36588 318754 10969184 14962333 13904851 13825280 19948338 73609986 0.99070 0.98690 0.00500 0.00520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22465 155 22620 22443 22 22465 22420 23 22443 22398 22 22420 22375 23 22398 0 0 18091109 18091109 24829452 14402577 10426875 4656132 3630582 1025550 420673 403342 17331 29560865 CONSTRUCTION IN PROGRESS 1828612 OTHER ASSETS 986356 2814968 ACCRUED LIABILITIES 618416 CAPITAL LEASE OBLIGATION 121830 740246 X 19948338 1278154 1278154 18670184 0 18670184 12750044 1278154 1278154 11471890 0 11471890 PART X, LINE 2: BZI QUALIFIES AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR ALABAMA LAW AND IS NOT SUBJECT TO INCOME TAXES. BZI HAS ADOPTED ACCOUNTING STANDARDS RELATING TO UNCERTAINTY OF INCOME TAX POSITIONS. AS A RESULT OF THIS ADOPTION MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS THAT MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. BZI FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, BZI IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS FOR YEARS BEFORE 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS AUXILIARY SERVICES EXPENSE 1,119,307. RECLASS DIRECT EXPENSES OF SPECIAL EVENTS 158,847. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS AUXILIARY SERVICES EXPENSE 1,119,307. RECLASS DIRECT EXPENSES OF SPECIAL EVENTS 158,847. X X X X X X ZOO GALA 402363 0 402363 64681 33898 11678 21611 52929 52929 2292 8685 16002 455292 455292 66973 42583 11678 37613 158847 296445 X 0 0 0 0 0 0 0 0 0 DR WILLIAM R FOSTER CHIEF EXECUTIVE OFFICER 222665 0 0 0 0 0 0 0 0 0 222665 0 0 0 X 2 40158 FAIR VALUE X GRAVEL 1 14950 FAIR VALUE X SUPPLIES 1 7687 FAIR VALUE X MAILINGS 1 5000 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B CFO REVIEWS A DRAFT OF THE ORGANIZATION'S FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C REVIEW AND RENEW STATEMENTS ANNUALLY REGARDING ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THROUGH BOARD APPROVAL FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE MADE AVAILABLE THROUGH WRITTEN REQUEST AND THE WEBSITE FOR NONPROFIT REPORTING WWW.GUIDESTAR.ORG. PART VI, SECTION B, LINE 14: BIRMINGHAM ZOO, INC. HAS A RECORDS RETENTION AND BEST PRACTICES POLICY THAT ALLOWS THEM TO BE IN COMPLIANCE WITH REGULATIONS CONCERNING RECORD MAINTENANCE AND THE LENGTH OF TIME BEFORE SUCH BUSINESS RECORDS SHOULD BE DESTROYED. THE GOALS OF THE POLICY ARE TO: 1) RETAIN IMPORTANT DOCUMENTS FOR FUTURE USE. 2) DELETE DOCUMENTS THAT ARE NO LONGER NECESSARY FOR THE PROPER FUNCTIONING OF BIRMINGHAM ZOO. 3) ORGANIZE IMPORTANT DOCUMENTS FOR RETRIEVAL. 4) ENSURE THAT EMPLOYEES UNDERSTAND WHICH DOCUMENTS SHOULD BE RETAINED, THE LENGTH OF THEIR RETENTION, MEANS OF STORAGE AND HOW AND WHEN THEY SHOULD BE DESTROYED. BUSINESS RECORDS INCLUDE ANY PRINT OR ELECTRONIC DOCUMENT CREATED AND MAINTAINED IN THE ORDINARY COURSE OF BUSINESS AND ARE THE RESPONSIBILITY OF THE DEPARTMENT FROM WHICH THEY ARE CREATED AND MAINTAINED. THESE BUSINESS RECORDS INCLUDE ACCOUNTING, REVENUE, BANKING AND TAX RECORDS, PAYROLL AND EMPLOYEE RECORDS, CORPORATE RECORDS, LEGAL, INSURANCE AND SAFETY FILES, AND ANIMAL RECORDS. ACCESS TO CONFIDENTIAL EMPLOYEE AND CUSTOMER RECORDS IS RESTRICTED. THIS DOCUMENT RETENTION POLICY MAY BE TEMPORARILY SUSPENDED WHERE INSTANCES OF INVESTIGATION, LITIGATION OR AUDIT IS ANTICIPATED. FORM 990, PART XII, QUESTION 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ALABAMA ZOOLOGICAL SOCIETY 2630 CAHABA ROAD BIRMINGHAM AL 352231106 237090795 ZOO RELATED ACTIVITIES AL BIRMINGHAM ZOO INC ALABAMA ZOOLOGICAL SOCIETY 2630 CAHABA ROAD BIRMINGHAM AL 352231106 237090795 ZOO RELATED ACTIVITIES AL 501(C)(3) BIRMINGHAM ZOO INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALABAMA ZOOLOGICAL SOCIETY