2012-04-23T14:26:51-05:00 2011-09-30 CBIZ KIRKLAND RUSS MURPHY & TAPP 13577 FEATHER SOUND DRIVE SUITE 400 CLEARWATER FL 33762 990 2010-10-01 592328289 LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA OF TAMPA INC LOWR 8139358552 1101 WEST SLIGH AVENUE TAMPA FL 33604 CRAIG PUGH 8139358552 2012-04-20 1 NATHAN SMITH 7275721400 2010 2016-02-24 21:20:13Z CRAIG PUGH 1101 WEST SLIGH AVENUE TAMPA FL 33604 19762654 0 X WWW.LOWRYPARKZOO.COM X 1983 FL TO CONNECT PEOPLE WITH THE LIVING EARTH 31 29 311 5252 -6864 -6864 3318676 5080555 9161219 9657457 33728 6599 1274500 1422176 13788123 16166787 0 0 0 0 6478731 6751234 0 0 423570 8505253 8498431 14983984 15249665 -1195861 917122 42145511 41147133 8153580 6448659 33991931 34698474 X THE LOWRY PARK ZOOLOGICAL SOCIETY, IN AGREEMENT WITH THE CITY OF TAMPA, OPERATES TAMPA'S LOWRY PARK ZOO AS A 501(C)(3) NONPROFIT CHARITABLE ORGANIZATION. 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 12850694 9690893 TAMPA'S LOWRY PARK ZOO FEATURES 60 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. THE ZOO HOUSES MORE THAN 1,800 ANIMALS IN NATURALISTIC OUTDOOR EXHIBITS YEAR ROUND (INCLUDING 291 MAMMALS, 819 BIRDS, 254 REPTILES, 179 AMPHIBIANS, AND APPROXIMATELY 236 FISH/INVERTEBRATES). 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 2011 THE FOLLOWING OCCURRED IN RELATION TO THE ZOO'S EDUCATIONAL PROGRAMS:- GROUP SALES REACHED 69,795 PEOPLE IN 1,174 GROUPS.- OUTREACH REACHED 378,802 PEOPLE IN 292 GROUPS.- NITE SITES REACHED 2,624 PEOPLE IN 92 GROUPS.- BIRTHDAY PARTIES REACHED 5,382 PEOPLE IN 198 PARTIES.- EDZOOCATOR REACHED 4,949 PEOPLE IN 103 PROGRAMS.- SCOUT WORKSHOPS REACHED 247 PEOPLE IN 11 PROGRAMS.- TOTS CLASSES REACHED 1,714 PEOPLE IN 166 PROGRAMS.- SUMMER CAMPS REACHED 1,531 PEOPLE IN 101 CAMPS.- PRE-K, KINDERGARTEN, AND EARLY CHILDCARE HAD 114 STUDENTS ENROLLED.IN FISCAL YEAR 2011 THE FOLLOWING OCCURRED IN RELATION TO THE ZOO'S ANIMAL PROGRAMS:- 46 MANATEES WERE REHABILITATED AT THE DAVID A. STRAZ JR. MANATEE HOSPITAL (36 NEW RESCUES), AND 26 WERE RELEASED BACK INTO THE WILD.- NOTABLE BIRTHS: THE ZOO'S FIRST BIRTHS: 3 YELLOW-FOOTED ROCK WALLABIES, 2 AFRICAN PENGUIN CHICKS, 6 GREATER FLAMINGO CHICKS, AND 1 SUN BITTERN.-OTHER NOTABLE BIRTHS: 1 INDIAN RHINO, 1 GREVY ZEBRA, 2 KENYAN IMPALA'S, 2 BAY DUIKER, 7 VON DER DECKEN'S HORNBILLS, AND 1 BALI MYNAH.-NOTABLE ACQUISITIONS: 1 FEMALE PHILIPPINE CROCODILE FOR A NEW EXHIBIT AT GATOR FALLS, 1 MALE CHIMPANZEE TO JOIN THE ZOO'S SOCIAL GROUP AT THE PRIMATE AREA, AND A YOUNG MALE AND FEMALE CLOUDED LEOPARD FOR THE ZOO'S ASIAN GARDENS EXHIBIT.ADDITIONALLY, IN FISCAL YEAR 2011 THE FOLLOWING OCCURRED IN RELATION TO THE ZOO'S VOLUNTEER PROGRAMS:- 5,252 VOLUNTEERS CONTRIBUTED 59,492 VOLUNTEER HOURS.- THE TWO MAIN MISSION PROGRAMS FOR ANIMAL AND EDUCATION VOLUNTEERS CONTRIBUTED OVER 35,500 HOURS. 12850694 1 1 0 1 0 0 0 0 1 1 0 0 0 0 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 0 1 24 0 1 311 1 1 1 0 0 0 0 1 1 0 0 0 0 X 31 29 0 0 0 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 X 0 0 0 BOB RASMUSSEN X 0 0 0 SANDY CALLAHAN X X 0 0 0 LAURA FARRIOR X X 0 0 0 ERIKA G ANDERSON X 0 0 0 MARYLOU BAILEY X 0 0 0 SEAN BUTLER X 0 0 0 HEATHER CASWELL X 0 0 0 CASEY CATHEY X 0 0 0 SANTIAGO CORRADA X 0 0 0 DAVID DUNBAR X 0 0 0 SEAN FARRELL X 0 0 0 NICOLE LEBEAU GAVIN X 0 0 0 KEN HAGAN X X 0 0 0 CURT HARBSMEIER X 0 0 0 DANIEL J HONEGGER X 0 0 0 MARK HOUSE X 0 0 0 CARL LINDELL JR X 0 0 0 BOB MARTINEZ X 0 0 0 REP SETH MCKEEL X 0 0 0 MARTY MILLER X 0 0 0 CHARLIE MIRANDA X 0 0 0 DAVID MOORE X 0 0 0 RYAN NECE X 0 0 0 KAREN PALUS X 0 0 0 STEPHEN PARAG X 0 0 0 ANDY T SIRIANNI X 0 0 0 CATHERINE LOWRY STRAZ X 0 0 0 SUSAN VALDES X 0 0 0 CARLTON WARD JR X 0 0 0 HANK WATERS X 0 0 0 ELIZABETH HENNIG 1.00 X 71039 0 10263 LAWRENCE KILLMAR 40.00 X 114463 0 12517 CRAIG PUGH 40.00 X 238341 0 6725 TRISHA ROTHMAN 1.00 X 89000 0 12794 DAVID ZIMMERMAN 40.00 X 131318 0 6106 644161 0 48405 3 0 1 0 SYSCO PO BOX 1839 PALMETTO FL 342201839 PURCHASE OF FOOD INVENTORY FOR RESTAURAN 804454 UNITED HEALTH 22703 NETWORK PL CHICAGO IL 606731227 HEALTHCARE INSURANCE 740803 TECO PO BOX 31318 TAMPA FL 336313318 ELECTRIC 580228 CITY OF TAMPA UTILITIES 3402 W COLUMBUS DR 2ND FL TAMPA FL 33607 WATER 332213 INTEGRA CONSTRUCTION GROUP 5300 WEST CYPRESS STREET STE 185 TAMPA FL 33607 CONSTRUCTION 305007 9 489325 481116 2134987 1975127 5080555 ADMISSIONS REVENUES 713110 6493440 6493440 ZOO ANNUAL PASS 713110 1587611 1587611 EDUCATIONAL PROGRAMS 713110 965851 965851 ATTRACTION RECEIPTS 713110 610555 610555 9657457 6599 6599 52782 64497 -11715 -11715 -6864 -4851 326368 489325 333870 -7502 -7502 4605457 3197500 1407957 1407957 MISCELLANEOUS 713110 33436 33436 33436 16166787 9690893 -6864 1402203 689022 602584 64536 21902 5165349 4494430 502297 168622 1030 1030 433609 412829 13490 7290 462224 412872 34899 14453 73891 13146 60745 468466 264809 202012 1645 790428 766685 23743 591438 241930 321936 27572 1933856 1709005 221933 2918 93977 74197 18612 1168 34501 32511 1610 380 110461 110461 2304019 1912336 345603 46080 299449 268700 24964 5785 ANIMAL EXPENSES 777756 777756 SUPPLIES 500168 491944 7002 1222 EXHIBIT RENTALS 260195 260195 DONOR CULTIVATION AND F 98035 84 141 97810 EMPLOYEE RELATED EXPENS 45967 31415 14380 172 115824 83266 29750 2808 15249665 12850694 1975401 423570 631251 785930 2026128 2670233 188582 78766 305905 287121 345337 331514 58138014 21904459 37609061 36233555 1039247 760014 42145511 41147133 1483423 1797962 876638 812534 400000 5393519 3838163 8153580 6448659 X 31078957 30819673 2312974 3278801 600000 600000 33991931 34698474 42145511 41147133 X 917122 -210579 X X 0 1 1 X 1 1 X 5042920 5809932 3187998 3318676 5080555 22440081 9593614 10599488 10024704 9278403 9690893 49187102 4199464 4410204 4857127 4390472 4953681 22810948 18835998 20819624 18069829 16987551 19725129 94438131 1250000 1250000 0 1250000 1250000 93188131 46658 30846 78430 33728 6599 196261 46658 30846 78430 33728 6599 196261 440 -13618 -6864 -20042 18882656 20850470 18148699 17007661 19724864 94614350 0.98490 0.99760 0.00210 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 52000 0 0 52000 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE ORGANIZATION RETAINED ONE LOBBYIST DURING THE FISCAL YEAR WHO WAS PAID $52,000. THIS LOBBYIST'S RESPONSIBILITY IS TO BE A LEGISLATIVE LIAISON TO FLORIDA LEGISLATORS TO ENSURE THEY ARE APPRISED OF THE ACTIVITIES OF THE NON-PROFIT MANATEE HOSPITAL OPERATED BY LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC. THESE LEGISLATIVE ACTIVITIES WERE INSUBSTANTIAL WITH RESPECT TO THE OVERALL ACTIVITIES OF THE ORGANIZATION. 2912974 806914 838063 2881825 2944099 806938 838063 2912974 2450499 1162450 751 669601 2944099 0.00000 0.20820 0.80260 0 1 1 8917639 8917639 45763245 19510278 26252967 2860717 1953406 907311 596413 440775 155638 36233555 16166787 15249665 917122 -210579 -210579 706543 19428784 3261997 3261997 16166787 0 16166787 18722241 210579 3261997 3472576 15249665 0 15249665 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 XII, LINE 2D - OTHER ADJUSTMENTS: COGS NETTED WITH REVENUES ON FORM 990 3,197,500. RENTAL EXPENSES NETTED WITH REVENUES ON FORM 990 64,497. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COGS NETTED WITH REVENUES ON FORM 990 3,197,500. RENTAL EXPENSES NETTED WITH REVENUES ON FORM 990 64,497. KARAMU 184129 144375 39754 114526 ZOOFARI 136119 85000 51119 720 2701 3353 65905 5 495445 259950 235495 505 14596 1705 129859 815693 489325 326368 1225 17297 5058 310290 333870 -7502 X X X X 0 0 0 0 0 0 0 0 0 CRAIG PUGH 238341 0 0 0 0 0 0 0 6725 0 245066 0 0 0 BECK GROUP MARK HOUSE, A TRUSTEE, IS THE MANAGING DIRECTOR OF BECK GROUP. 189009 THE SOCIETY PURCHASES ELECTRICAL AND CONSTRUCTION GOODS AND SERVICES FROM BECK GROUP, IN WHICH MARK HOUSE IS A MANAGING DIRECTOR. THE SOCIETY SECURED COMPETITIVE RATE QUOTES TO VERIFY THE PRICES WERE FAIR AND REASONABLE, AND BELIEVES THAT ALL THE TRANSACTIONS WERE ON COMMERCIALLY REASONABLE AND COMPETITIVE TERMS. 0 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 CHAIR OF THE BOARD IS TO BE NOTIFIED OF ANY CONFLICT ARISING UNDER THE POLICY (OR, IN THE EVENT THE CHAIR OF THE BOARD IS INVOLVED IN THE POTENTIAL CONFLICT OF INTEREST, THEN THE CHAIR OF THE NOMINATING & GOVERNANCE COMMITTEE IS TO BE NOTIFIED). THE BOARD DETERMINES WHETHER THERE ARE CONFLICTS OF INTEREST, AND THE COMMITTEE REVIEWS SUCH DETERMINATIONS. PERSONS WITH A POTENTIAL CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN THE BOARD'S DELIBERATION AND REVIEW PROCESS INVOLVING THE POTENTIAL CONFLICT OF INTEREST. 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 2011. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -210,579. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOWRY PARK ZOO ENDOWMENT FOUNDATION INC C 481116