2017-05-10T13:42:41-05:00 2016-12-31 560574444 CHERRY BEKAERT LLP 1111 METROPOLITAN AVE STE 1000 CHARLOTTE NC 28204 990 2016-01-01 560990900 NORTH CAROLINA ZOOLOGICAL SOCIETY INC NORT 3368797250 4403 ZOO PARKWAY ASHEBORO NC 27205 CHERYL TURNER EXECUTIVE DIRECTOR 3368797250 2017-05-10 1 JANICE A RATICA P00358837 7043771678 68.142.180.174 2017-05-10 07:29:54 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8E0118A2D78CC4B3215E9E542689DC78818A7208 2016 2021-01-29 14:40:06Z CHERYL TURNER 4403 ZOO PARKWAY ASHEBORO NC 27205 8207559 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. 18 17 56 30 0 0 4693460 5044390 0 0 -294979 918712 824228 1171766 5222709 7134868 0 0 0 0 987597 1033926 0 0 521890 4816793 5773237 5804390 6807163 -581681 327705 21324486 23009886 3089875 4403158 18234611 18606728 TO CHAMPION OUR ZOO AND ITS INITIATIVES, WILDLIFE AND WILD PLACES, WITH AN EMPHASIS ON THE FUTURE. 0 0 4993194 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 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. 1009742 MEMBERSHIP SERVICES (INCLUDING INFORMATION AND REFERRAL, EDUCATION, MEMBER BENEFIT AND IDENTIFICATION ADMINISTRATION, RECORD-KEEPING AND SPECIAL EVENTS) EXTEND TO THE 27,000 MEMBER HOUSEHOLDS AND THE EMPLOYEES OF THE 152 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. 162604 THROUGH ITS SUPPORT OF ZOO EDUCATION PROGRAMS, THE SOCIETY SERVES THE MORE THAN 800,000 VISITORS AND THE 27,000 MEMBER HOUSEHOLDS (INCLUDING APPROXIMATELY 100,000 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. 6165540 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 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 0 0 0 0 0 1 39 0 1 56 1 0 0 0 0 0 1 1 0 0 0 0 X 18 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X DOT GARNER 3368797254 4403 ZOO PARKWAY ASHEBORO NC 27205 RICHARD CARROLL DIRECTOR 0.40 X 0 0 0 MICHAEL J FISHER DIRECTOR 1.00 X 0 0 0 MINOR T HINSON DIRECTOR 0.60 X 0 0 0 JIM KLINGLER DIRECTOR 0.80 X 0 0 0 SUMMER FINCH DIRECTOR 0.70 X 0 0 0 JOHN RUFFIN DIRECTOR 0.40 X 0 0 0 SCOTT E REED DIRECTOR 0.80 X 0 0 0 KENT VARNER DIRECTOR 0.80 X 0 0 0 CHARLES M WINSTON JR DIRECTOR 0.60 X 0 0 0 DAVID K ROBB DIRECTOR 0.40 X 0 0 0 BARRY C SAFRIT DIRECTOR 0.70 X 0 0 0 MARGIE SPRINGER DIRECTOR 0.50 X 0 0 0 DON F WELLINGTON DIRECTOR 0.40 X 0 0 0 MONTY WHITE CHAIR 4.30 X X 0 0 0 NICOLE A CRAWFORD VICE CHAIR 2.30 X X 0 0 0 BILL CURRENS JR TREASURER 1.60 X X 0 0 0 MARJORIE 'MISSY' RANKIN SECRETARY 0.40 X X 0 0 0 CHERYL TURNER EXECUTIVE DIRECTOR 40.00 X X 140889 0 21153 DOT GARNER FINANCE DIRECTOR 40.00 X 94502 0 18066 235391 0 39219 1 0 1 0 BEANSTALK BUILDERS PO BOX 8357 MORGANTON NC 28680 CONSTRUCTION 250927 HH ARCHITECTURE 520 S HARRINGTON STREET RALEIGH NC 27601 CONSTRUCTION 114992 CHARLES PRODUCTS 12290 WILKINS AVENUE ROCKVILLE MD 20852 WHOLESALER 103948 3 2215928 124050 2704412 72553 5044390 301920 301920 92061 -531227 6496 531227 85565 616792 616792 97546 124050 90305 7241 7241 2671642 1507117 1164525 1164525 7134868 0 0 2090478 274610 128307 71126 75177 538929 434356 14637 89936 74642 56577 4408 13657 80905 61325 4777 14803 64840 44540 6877 13423 17914 13890 966 3058 31456 23321 1822 6313 44167 44167 44529 44529 95550 74942 4327 16281 35885 25670 2449 7766 15824 9280 1905 4639 2230 1051 1179 40165 40165 34230 24794 2781 6655 27500 19643 1786 6071 ZOO OPERATING EXPENSES 5064792 5064792 SPECIAL PROJECTS EXPENS 199061 38530 160531 NEW MEMBER SOLICITATION 81354 7394 73960 REPAIRS & MAINTENANCE 11515 8267 693 2555 27065 27065 6807163 6165540 119733 521890 465835 997838 1130366 884251 419265 263415 71300 45282 305898 241352 77202 56510 4264302 820258 3215466 3444044 14514454 16017677 1124700 1059517 21324486 23009886 2372375 2385658 717500 2017500 3089875 4403158 X 12792037 12025992 4080626 4033755 1361948 2546981 18234611 18606728 21324486 23009886 X 327705 33958 10454 X X 0 1 X 1 0 X 9869787 4363370 4547654 4693460 5044390 28518661 59312 59312 59312 59312 59312 296560 9929099 4422682 4606966 4752772 5103702 28815221 4157381 24657840 244418 296689 405237 377736 301920 1626000 2315021 2345453 2391029 2301143 2769188 12121834 42563055 0.57930 0.60140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GIFT SHOP REVENUE - 2012 AMOUNT: $ 2,223,939. 2013 AMOUNT: $ 2,240,049. 2014 AMOUNT: $ 2,286,351. 2015 AMOUNT: $ 2,232,816. 2016 AMOUNT: $ 2,671,642. FUNDRAISING EVENTS - 2012 AMOUNT: $ 91,082. 2013 AMOUNT: $ 105,404. 2014 AMOUNT: $ 104,678. 2015 AMOUNT: $ 68,327. 2016 AMOUNT: $ 97,546. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 44167 44167 6762996 6807163 490358 122590 0 0 440220 490358 930578 1395867 19500 44167 63667 110055 122590 232645 348968 8520 X CURRENTLY DISPLAYED IN OFFI 0 2262540 1150744 170362 8270 3575376 2057734 265454 -59000 1648 2262540 1292475 737084 36632 8457 2057734 1152617 25000 130038 15180 1292475 1016857 25000 116923 6163 1152617 0.15080 0.71240 0.13680 1 0 23200 2425703 2448903 1236342 439147 797195 113595 39072 74523 337010 268593 68417 128452 73446 55006 3444044 TRUST BENEFICIAL INTEREST 92377 F REAL ASSET FUNDS 541982 F OTHER COMPLIMENTARY STRATEGIES 915600 F US GOVERNMENT OBLIGATIONS 1129686 F STOCK & BOND MUTUAL FUNDS 5290483 F MARKETABLE CORPORATE SECURITIES 8047549 F 16017677 X 7372384 33958 102799 10454 147211 7225173 -90305 -90305 7134868 7000267 102799 90305 193104 6807163 0 6807163 PART III, LINE 4: THE ART COLLECTION IS AN ARRAY OF PRINTS THAT ARE CURRENTLY DISPLAYED IN THE SOCIETY'S OFFICE. IN FUTURE YEARS, THE PRINTS WILL BE DONATED TO ZOO TO DO, AN ANNUAL FUNDRAISING EVENT, TO BE SOLD THROUGH AUCTIONS. THE PROCEEDS WILL BE USED TO SUPPORT THE NC ZOOLOGICAL PARK. 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 X, LINE 2: THE SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION OTHER THAN A PRIVATE FOUNDATION THAT IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY RECEIVED AN ORIGINAL TAX DETERMINATION LETTER DATED MARCH 30, 1971 AND AN UPDATED LETTER DATED MARCH 21, 2008. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF UNITRUST 10,454. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED NET OF REVENUE ON 990 -90,305. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED NET OF REVENUE ON 990 90,305. ZOO TO DO 221596 124050 97546 1000 36965 10068 42272 221596 124050 97546 1000 36965 10068 42272 90305 7241 X X X X 0 0 0 0 0 0 0 0 0 CHERYL TURNER EXECUTIVE DIRECTOR 140889 0 0 0 0 0 9689 0 11464 0 162042 0 0 0 X 9 50118 FAIR MARKET VALUE X 2 2500 FAIR MARKET VALUE X MISCELLANEOUS 19 19936 FAIR MARKET VALUE 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USED A REAL ESTATE BROKER TO SELL SOME DONATED PROPERTY. FORM 990, PART VI, SECTION A, LINE 2 CHERYL TURNER AND DON WELLINGTON 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 ON AN ANNUAL BASIS. 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 THE EXECUTIVE DIRECTOR'S SALARY. THE RESULTS OF THE REVIEW WILL BE PRESENTED TO THE FULL BOARD OF DIRECTORS FOR PRIOR REVIEW AND APPROVAL. DISCUSSIONS WILL BE DOCUMENTED IN THE 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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE SOCIETY'S OFFICE. THE 990S AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE SOCIETY'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF UNITRUST 10,454. FORM 990, PART XII, LINE 2C THE SOCIETY HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILTITY FOR THE OVERSIGHT OF THE AUDIT. THE FINANCE COMMITTEE MEETS WITH OUR INDEPENDENT ACCOUNTANTS ANNUALLY.