2014-05-15T15:27:04-05:00 2013-09-30 273605969 CBIZ MHM LLC 13577 FEATHER SOUND DRIVE 400 CLEARWATER FL 33762 990 2012-10-01 592328289 LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA OF TAMPA INC LOWR 8139358552 1101 WEST SLIGH AVENUE TAMPA FL 33604 CRAIG PUGH 8139358552 2014-05-15 1 NATHAN SMITH P00543757 7275721400 2012 2015-11-30 17:44:51Z CRAIG PUGH 1101 WEST SLIGH AVENUE TAMPA FL 33604 20359127 0 X WWW.LOWRYPARKZOO.COM X 1983 FL TO CONNECT PEOPLE WITH THE LIVING EARTH 40 40 444 18313 -12807 -12810 3390655 4212603 9505471 10726326 13979 -13115 691042 1169842 13601147 16095656 0 0 0 0 7098592 7869854 0 0 474390 7758966 9566451 14857558 17436305 -1256411 -1340649 39779337 39032458 6337274 6931044 33442063 32101414 X THE LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC. IS A 501(C)(3) NONPROFIT CHARITABLE ORGANIZATION. IN AGREEMENT WITH THE CITY OF TAMPA, THE SOCIETY OPERATES TAMPA'S LOWRY PARK ZOO TO FULFILL ITS MISSION. [CONTINUED ON SCHEDULE O][CONTINUED FROM FORM 990, PAGE 2, LINE 1] THE ZOO PROVIDES PROGRAMS IN EDUCATION AND CONSERVATION THAT BENEFIT THE GENERAL PUBLIC AND ENHANCE THE QUALITY OF LIFE IN TAMPA BAY. ALSO, THE ZOO EXISTS AS A CENTER FOR CONSERVATION OF ENDANGERED WILDLIFE BOTH LOCALLY AND AROUND THE GLOBE. 0 0 15338586 10987927 TAMPA'S LOWRY PARK ZOO FEATURES 63 ACRES OF LUSH, NATURAL HABITATS COMPRISING SEVEN MAIN EXHIBIT AREAS: ASIAN DOMAIN, PRIMATE WORLD, MANATEE AND AQUATIC CENTER, FLORIDA WILDLIFE CENTER, FREE-FLIGHT AVIARY, WALLAROO STATION CHILDREN'S ZOO, AND SAFARI AFRICA. THE ZOO HAS BEEN RECOGNIZED TWO YEARS, 2004 AND 2009, AS THE NUMBER ONE ZOO IN THE UNITED STATES BY CHILD MAGAZINE AND PARENTS MAGAZINE; RESPECTIVELY.AS A NONPROFIT CULTURAL ORGANIZATION COMMITTED TO CONSERVATION, TAMPA'S LOWRY PARK ZOO EXHIBITS FLORIDA'S WILDLIFE AND ANIMALS FROM HABITATS SIMILAR TO FLORIDA'S. [EXPLANATION CONTINUED ON SCHEDULE O][CONTINUED FROM FORM 990, PAGE 2, LINE 4A] THE ZOO HOUSES MORE THAN 1,400 ANIMALS IN NATURALISTIC OUTDOOR EXHIBITS YEAR ROUND. THE ZOO HELPS TO ENSURE THE SUSTAINABILITY OF A HEALTHY, GENETICALLY DIVERSE, AND DEMOGRAPHICALLY VARIED POPULATION OF NUMEROUS SPECIES. THE ZOO HAS CONTRIBUTED TO THE PROPOGATION OF SPECIES, IN CONJUCTION WITH AZA SPECIES SURVIVAL PLANS, TO HELP SAVE NUMEROUS SPECIES FROM EXTINCTION. ALSO, THE ZOO IS DEDICATED TO SERVING AS AN EDUCATIONAL RESOURCE FOR THE COMMUNITY, AND TO PROVIDING AN EXCITING, NATURE-BASED ENTERTAINMENT DESTINATION FOR FAMILIES, SCHOOLS, AND ORGANIZATIONS. UP-CLOSE EXPERIENCES WITH LIVING ANIMALS AT THE ZOO TEACH THE VALUE OF THE LIVING WORLD FIRSTHAND AND RECONNECT PEOPLE WITH THE LIVING EARTH. THE ZOO'S PRIMARY OBJECTIVES ARE:- TO BE WIDELY ACCESSIBLE TO THE DIVERSE COMMUNITY OF TAMPA BAY,- TO PLAY AN ACTIVE ROLE IN CONSERVATION AND ENVIRONMENTAL ISSUES AFFECTING ANIMALS AND HABITATS THROUGHOUT FLORIDA AND THE WORLD,- TO BE AN EDUCATIONAL RESOURCE FOR THE COMMUNITY, AND- TO PROVIDE A SAFE AND EXCITING ATTRACTION FOR FAMILIES AND GUESTS.IN FISCAL YEAR 2013 THE FOLLOWING OCCURRED IN RELATION TO THE ZOO'S EDUCATIONAL PROGRAMS:- GROUP SALES REACHED 73,082 PEOPLE. - OUTREACH REACHED 25,723 PEOPLE.- NITE SITES REACHED 2,073 PEOPLE.- BIRTHDAY PARTIES REACHED 6,929 PEOPLE. - SCOUT WORKSHOPS REACHED 355 PEOPLE.- TOTS CLASSES REACHED 656 PEOPLE.- SUMMER CAMPS REACHED 1,438 PEOPLE.- IN FISCAL YEAR 2013 OVER 90 FAMILIES TOOK ADVANTAGE OF THE YEAR-ROUND EARLY CHILDHOOD EDUCATION PROGRAMS.IN FISCAL YEAR 2013 THE FOLLOWING OCCURRED IN RELATION TO THE ZOO'S ANIMAL PROGRAMS:- MANATEES CONTINUED TO BE REHABILITATED AT THE DAVID A. STRAZ JR. MANATEE HOSPITAL (31 NEW RESCUES), 17 WERE RELEASED BACK INTO THE WILD.- NOTABLE BIRTHS: - 2 AFRICAN ELEPHANTS, 2 AFRICAN PENGUINS, 2 BAY DUIKER, 1 DEMOISELLE CRANE, 2 GOPHER TORTOISE, 1 MARABOU STORK, 1 OKAPI, 1 PYGMY HIPPOPOTAMUS, 1 TEMMINCK'S HORNBILL, 1 INDIAN RHINOCEROS.ADDITIONALLY, IN FISCAL YEAR 2013 THE FOLLOWING OCCURRED IN RELATION TO THE ZOO'S VOLUNTEER PROGRAMS:- 18,313 VOLUNTEERS CONTRIBUTED TO THE ZOO'S TWO MAIN MISSION PROGRAMS: ANIMAL CONSERVATION AND EDUCATION. 15338586 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 126 0 1 444 1 1 1 0 0 0 0 1 1 0 0 0 0 X 40 40 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X ELIZABETH HENNIG 8139358552 1101 WEST SLIGH AVENUE TAMPA FL 33604 ROBERT M THOMAS 5.00 X X 0 0 0 ROBERT RASMUSSEN 5.00 X X 0 0 0 DANIEL J HONEGGER 5.00 X X 0 0 0 MARYLOU BAILEY 5.00 X X 0 0 0 MICHAEL BABB 2.00 X 0 0 0 JIM BARTHOLOMAY 2.00 X 0 0 0 SEAN BUTLER 2.00 X 0 0 0 SANDY CALLAHAN 2.00 X 0 0 0 HEATHER JORDAN-HOLMES 2.00 X 0 0 0 CASEY CATHEY 2.00 X 0 0 0 MOLLIE JACKSON-COATES 2.00 X 0 0 0 SANTIAGO CORRADA 2.00 X 0 0 0 DAVID DUNBAR 2.00 X 0 0 0 LAURA FARRIOR 2.00 X 0 0 0 NICOLE LEBEAU 2.00 X 0 0 0 KEN HAGAN 2.00 X 0 0 0 CURT HARBSMEIER 2.00 X 0 0 0 SHAWN HARRISON 2.00 X 0 0 0 KEVIN HOURIGAN 2.00 X 0 0 0 MARK HOUSE 2.00 X 0 0 0 HUNT JAMES 2.00 X 0 0 0 MARTY LANAHAN 2.00 X 0 0 0 BETH LEYTHAM 2.00 X 0 0 0 CARL LINDELL JR 2.00 X 0 0 0 BOB MARTINEZ 2.00 X 0 0 0 MARTY MILLER 2.00 X 0 0 0 DAVID MOORE 2.00 X 0 0 0 MIKE MORRIS 2.00 X 0 0 0 STEPHEN PARAG 2.00 X 0 0 0 DAVID SELDIN 2.00 X 0 0 0 ANDY T SIRIANNI 2.00 X 0 0 0 CATHERINE LOWRY STRAZ 2.00 X 0 0 0 MIKE SUAREZ 2.00 X 0 0 0 SUSAN VALDES 2.00 X 0 0 0 CARLTON WARD JR 2.00 X 0 0 0 HANK WATERS 2.00 X 0 0 0 TODD WICKNER 2.00 X 0 0 0 GREG BAYOR 2.00 X 0 0 0 DANA YOUNG 2.00 X 0 0 0 SONYA LITTLE 2.00 X 0 0 0 CRAIG PUGH 40.00 X 227553 0 3760 DAVID ZIMMERMAN 40.00 X 132945 0 3800 DR LARRY KILLMAR 40.00 X 119248 0 9288 ELIZABETH HENNIG 40.00 X 102374 0 3874 DEBBIE DUNCAN 40.00 X 0 0 0 PATRICIA ROTHMAN 40.00 X 90234 0 9059 CHERYL LARSEN 40.00 X 85340 0 9288 JENNIFER MCLACHLAN 40.00 X 84893 0 9153 DR RAY BALL 40.00 X 116369 0 3744 958956 0 51966 5 0 1 0 FLORIDA BLUE PO BOX 660299 DALLAS TX 75266 HEALTHCARE INSURANCE 599715 SCHIFINO LEE INC 551 W BAY ST STE 400 TAMPA FL 33606 ADVERTISING SERVICES 373360 CK'S PRODUCE INC PO BOX 11637 TAMPA FL 33610 FOOD FOR ANIMALS 329956 UNITED HEALTH 22703 NETWORK PL CHICAGO IL 60673 HEALTHCARE INSURANCE 292266 VALIC PO BOX 200948 HOUSTON TX 77216 PENSION 209943 10 452485 1443575 2316543 4212603 ADMISSIONS REVENUES 713110 7170698 7170698 ZOO ANNUAL PASS 713110 1826604 1826604 EDUCATIONAL PROGRAMS 713110 1117859 1117859 ATTRACTION RECEIPTS 713110 611165 611165 10726326 115658 179042 -63384 -63384 -12807 -50577 13115 -13115 -13115 -13115 501336 452485 338827 162509 162509 4541603 3732487 809116 809116 MISCELLANEOUS 713110 261601 261601 261601 16095656 10987927 -12807 907933 994622 863949 91997 38676 5701122 4930227 544530 226365 47994 39921 6159 1914 552565 516870 22098 13597 573551 510245 43568 19738 21268 21268 54135 54135 468608 380345 79191 9072 1818788 1816271 2517 520827 223963 270343 26521 113738 67740 32783 13215 2190696 2141564 36459 12673 59248 44560 12209 2479 66144 57427 6780 1937 49054 49054 2353540 1942555 362634 48351 296010 272514 17499 5997 ANIMAL EXPENSES 888011 888011 SUPPLIES 471284 465732 4687 865 DONOR CULTIVATION AND F 50594 1094 49500 EMPLOYEE RELATED EXPENS 38408 31480 6442 486 106098 95064 10547 487 17436305 15338586 1623329 474390 853232 1717164 2319036 2122282 201966 266179 168320 183518 400525 407649 59645423 25981778 35159693 33663645 676565 672021 39779337 39032458 1768394 2099147 751758 995702 3817122 1464195 0 2372000 6337274 6931044 X 29989310 28791675 2852753 2709739 600000 600000 33442063 32101414 39779337 39032458 -1340649 0 X X 0 1 X 1 1 1 X 3187998 3318676 5080555 3390655 4212603 19190487 10024704 9278403 9690893 9582214 10987927 49564141 4857127 4390472 4953681 3277472 5135226 22613978 18069829 16987551 19725129 16250341 20335756 91368606 1250000 1250000 0 1250000 1250000 90118606 78430 33728 6599 13979 132736 78430 33728 6599 13979 132736 440 -13618 -6864 -18055 -12807 -50904 18148699 17007661 19724864 16246265 20322949 91450438 0.98540 0.98500 0.00150 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3452753 1050828 1193842 3309739 3878801 844176 1270224 3452753 2912974 2350442 1384615 3878801 2944099 806938 838063 2912974 2450499 1162450 751 669601 2944099 0.00000 0.18130 0.81870 0 1 1 8934182 8934182 46009880 23015509 22994371 3812181 2461664 1350517 889180 504605 384575 33663645 DUE TO LOWRY PARK ZOO ENDOWMENT FOUNDATION 2372000 2372000 17482821 1387165 1387165 16095656 0 16095656 18823470 1387165 1387165 17436305 0 17436305 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE ESTABLISHED SO THAT THEY MAY PROVIDE A PREDICTABLE STREAM OF INCOME TO FUND THE ORGANIZATION'S PROGRAMS AND PRIMARY EXEMPT PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS NETTED WITH REVENUES ON FORM 990 1,208,122. RENTAL EXPENSES NETTED WITH REVENUES ON FORM 990 179,043. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS NETTED WITH REVENUES ON FORM 990 1,208,122. RENTAL EXPENSES NETTED WITH REVENUES ON FORM 990 179,043. KARAMU 330808 162850 167958 117585 WAZOO 197137 59435 137702 68243 10 408953 230200 178753 188483 936898 452485 484413 374311 374311 110102 X X X X 0 0 0 0 0 0 0 0 0 CRAIG PUGH 216600 0 2553 0 8400 0 0 0 3760 0 231313 0 0 0 TAMPA ELECTRIC COMPANY SANDY CALLAHAN, AN OFFICER, ALSO SERVES AS AN OFFICER FOR TAMPA ELECTRIC CO 511604 THE SOCIETY PURCHASES ITS ELECTRIC UTILITY SERVICES (IN FURTHERANCE OF THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE) FROM TAMPA ELECTRIC COMPANY. TAMPA ELECTRIC COMPANY IS THE SOLE PROVIDER OF THIS UTILITY IN THE REGION AND SUPPLIES THE BASIC ELECTRIC NEEDS TO THE SOCIETY. SANDY CALLAHAN IS THE SENIOR VP OF FINANCE AND ACCOUNTING AND CFO OF TAMPA ELECTRIC COMPANY, AND IS ALSO A VOTING BOARD MEMBER OF THE SOCIETY. TERMS FOR THE ELECTRIC UTILITY SERVICES ARE COMMENSURATE WITH ARM'S-LENGTH VALUES TYPICAL FOR SIMILAR ARRANGEMENTS IN THE INDUSTRY. 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE APPROVED ON APRIL 3, 2009. SUBSEQUENTLY, ON APRIL 15, 2011 THE TRUSTEES APPROVED AN AMENDMENT TO THE BYLAWS SPECIFYING THAT THE CORPORATION SHALL NOT HAVE FEWER THAN 20 AND NO MORE THAN 50 TRUSTEES, AND CLARIFIED THE DESIGNATED TRUSTEES OF THE SOCIETY. ON JANUARY 25, 2013 THE TRUSTEES APPROVED A SECOND AMENDMENT TO THE BYLAWS EXPLAINING THAT NO PERSON IS PERMITTED TO SERVE MORE THAN TWO CONSECUTIVE ONE-YEAR TERMS AS CHAIR OF THE BOARD, UNLESS THE PERSON IS REAPPOINTED BY THE TRUSTEES FOLLOWING APPROVAL BY THE NOMINATING AND GOVERNANCE COMMITTEE AND THE CITY OF TAMPA PURSUANT TO THE TERMS OF THE LEASE AND THE OPERATION AGREEMENT BETWEEN THE CORPORATION AND THE CITY OF TAMPA. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. THE ORGANIZATION'S CEO COORDINATES THE REVIEW PROCESS TO ENSURE QUESTIONS ARE RESOLVED AND INFORMATION IS ACCURATE. FORM 990, PART VI, SECTION B, LINE 12C IMMEDIATE NOTIFICATION IS REQUIRED OF ALL PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY REGARDING THE TRANSACTION IN QUESTION. ADDITIONALLY, ANNUAL DISCLOSURE FORMS MUST BE PROVIDED BY PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY TO DOCUMENT ANY POTENTIAL CONFLICTS OF INTEREST. PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY INCLUDE: (A) INTERESTED PERSONS (OFFICERS, TRUSTEES, AND EMPLOYEES WHO HAVE DECISION-MAKING AUTHORITY OR RESPONSIBILITY ON BEHALF OF THE SOCIETY); (B) AFFILIATES OF INTERESTED PERSONS (TRUSTS FOR THE BENEFIT OF INTERESTED PERSONS, ENTITIES IN WHICH INTERESTED PERSONS OR THEIR FAMILY MEMBERS HAVE A FINANCIAL INTEREST, PERSONS FOR WHOM INTERESTED PERSONS SERVE AS REPRESENTATIVES OR GUARDIANS, AND ENTITIES CONTROLLED BY INTERESTED PERSONS); AND (C) FAMILY MEMBERS OF INTERESTED PERSONS (CHILD, PARENT, SPOUSE, SISTER, BROTHER, DOMESTIC PARTNER, SPOUSE OF A CHILD, OR SPOUSE OF A BROTHER OR SISTER). THE BOARD OF TRUSTEES REVIEWS AND APPROVES ALL POTENTIAL CONFLICTS OF INTEREST UNLESS THE BOARD OF TRUSTEES DELEGATES THAT RESPONSIBILITY TO THE NOMINATING & GOVERNANCE COMMITTEE, OR UNLESS A CONFLICT-OF-INTEREST TRANSACTION (TOGETHER WITH THE CUMULATIVE AMOUNT OF ALL SIMILAR TRANSACTIONS WITH THE SAME INTERESTED PERSON DURING THE PAST 12 MONTHS) INVOLVES LESS THAN $10,000, IN WHICH CASE THE NOMINATING & GOVERNANCE COMMITTEE HAS THE POWER TO REVIEW AND APPROVE THE CONFLICT-OF-INTEREST TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE EXISTS TO ASSIST THE BOARD OF TRUSTEES IN OVERSEEING COMPENSATION GOALS, PRACTICES, AND PHILOSOPHY OF THE ORGANIZATION FOR KEY EMPLOYEES, AND FOR REVIEWING, APPROVING, MONITORING, AND ADMINISTERING INCENTIVE COMPENSATION AND OTHER EMPLOYEE BENEFIT AND WELFARE PLANS OF THE ORGANIZATION. KEY EMPLOYEES INCLUDE THE ORGANIZATION'S EXECUTIVE DIRECTOR, OTHER SENIOR OFFICERS, AND ANY OTHER EXECUTIVES WHO THE COMMITTEE DETERMINES TO BE "DISQUALIFIED PERSONS" (AS DEFINED IN INTERNAL REVENUE CODE SECTION 4958(F)(1)). THE COMMITTEE MEETS AT LEAST TWICE EACH FISCAL YEAR TO CARRY OUT ITS DUTIES AND RESPONSIBILITIES. THE COMMITTEE LAST MET DURING 2013. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. PERSONS INTERESTED IN OBTAINING THESE DOCUMENTS SHOUD CONTACT THE SOCIETY AT (813) 935-8552. FORM 990, PART XI, QUESTION 2C: IN 2009, THE ZOO ESTABLISHED AN AUDIT COMMITTEE TO OVERSEE THE ANNUAL AUDIT AND REVIEW THE FORM 990 BEFORE IT IS FILED. LOWRY PARK ZOO ENDOWMENT FOUNDATION INC 1101 W SLIGH AVENUE TAMPA FL 33604 593216472 ENDOWMENT FUND FL 501(C)(3) TYPE I SUPPORTING LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOWRY PARK ZOO ENDOWMENT FOUNDATION INC E 2372000 CASH LOWRY PARK ZOO ENDOWMENT FOUNDATION INC C 654485 CASH