2011-01-12T14:51:40-06:00 2010-06-30 DIXON HUGHES PLLC 999 S SHADY GROVE RD STE 400 MEMPHIS TN 38120 990 2009-07-01 237236155 MEMPHIS ZOOLOGICAL SOCIETY MEMP 9013336500 2000 PRENTISS PLACE MEMPHIS TN 38112 Charles Brady 9013336500 2010-12-15 1 Carol A Johnson Bishop 9017613000 2010-12-03 2009 2016-02-24 21:20:13Z Charles Brady 2000 PRENTISS PLACE MEMPHIS TN 38112 20073446 0 X www.memphiszoo.org X 1973 TN TO MANAGE AND SUPPORT THE MEMPHIS ZOO AND AQUARIUM IN ITS EFFORTS TO PRESERVE WILDLIFE THROUGH EDUCATION, CONSERVATION AND RESEARCH. 25 24 265 672 0 0 4087585 6762688 6569754 7154382 257995 77623 1617317 1135915 12532651 15130608 122439 110642 0 6655253 6599418 0 270251 14420902 9612342 21198594 16322402 -8665943 -1191794 18022133 18345965 5207073 6238723 12815060 12107242 THE MEMPHIS ZOOLOGICAL SOCIETY IS BUILDING ONE OF THE WORLD'S GREAT ZOOS IN MEMPHIS. OUR STAFF AND VOLUNTEERS ARE DEDICATED TO PROVIDING A NATURALISTIC AND ENRICHING SANCTUARY FOR OUR ANIMALS AND A CLEAN, FRIENDLY, ENTERTAINING, AND EDUCATIONAL EXPERIENCE FOR OUR GUESTS. 0 0 14439357 7568507 PROGRAM SERVICE EXPENSES WERE INCURRED IN THE ACCOMPLISHMENT OF THE FOLLOWING OBJECTIVES:TO ACT AS A MANAGER OF THE MEMPHIS ZOO. TO WORK TOWARD MAKING THE MEMPHIS ZOO THE MAJOR METROPOLITAN ZOO THAT THE CITY OF MEMPHIS NEEDS AND DESERVES.TO ENGAGE IN FUNDRAISING CAMPAIGNS AND PROGRAMS TO PROVIDE CAPITAL FUNDS FROM THE PUBLIC AND PRIVATE SECTORS FOR THE ENLARGEMENTS AND IMPROVEMENT OF THE MEMPHIS ZOO.TO BE PRIMARILY RESPONSIBLE FOR MANAGING, MARKETING AND PROMOTING THE MEMPHIS ZOO AND FOR RAISING FUNDS FROM THE PRIVATE SECTOR FOR USE IN ACTIVIITES AND THE OPERATION OF THE MEMPHIS ZOO.TO ACT AS A STEWARD FOR THE FUNDS RAISED IN THE PRIVATE SECTOR BY THE MEMPHIS ZOOLOGICAL SOCIETY AND TO ASSURE THE PROPER AND EFFICIENT APPLICATION OF SUCH FUNDS FOR THE OPERATION AND IMPROVEMENT OF THE MEMPHIS ZOO.TO SUPPORT THE EDUCATIONAL, RECREATIONAL AND CONSERVATION PROGRAMS AND OBJECTIVES OF THE MEMPHIS ZOO.IN PARTNERSHIP WITH THE CITY OF MEMPHIS AND the city of MEMPHIS PARKs department, TO ENGAGE IN LONG RANGE PLANNING FOR THE MEMPHIS ZOO, ESPECIALLY TOWARDS ADOPTION, IMPLEMENTATION AND COMPLETION OF SUCH MASTER PLAN OR PLANS AS THE CITY OF MEMPHIS, the city of MEMPHIS PARKs department AND THE MEMPHIS ZOOLOGICAL SOCIETY MAY MUTUALLY APPROVE. 14439357 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 24 0 265 1 0 0 0 0 0 0 0 0 0 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X X Memphis Zoological Society 9013336500 2000 Prentiss Place MEMPHIS TN 38112 Charles Brady 40.00 X X X 200481 0 22273 kelly h truitt X 0 0 0 Carol W Prentiss X 0 0 0 Gene Holcomb X 0 0 0 Joseph C DeWane MD X 0 0 0 bob drake X 0 0 0 Bill Morrison X 0 0 0 F Norfleet Abston X 0 0 0 robert cox X 0 0 0 thomas farnsworth iii X 0 0 0 Diana Hull X 0 0 0 Henry A Hutton X 0 0 0 Dorothy Kirsch X 0 0 0 Robert c Lanier X 0 0 0 joyce a mollerup X 0 0 0 Jason Rothschild X 0 0 0 Karl A Schledwitz X 0 0 0 lucy shaw X 0 0 0 richard c shaw X 0 0 0 Diane Smith X 0 0 0 Brooke hackmeyer Sparks X 0 0 0 John W Stokes Jr X 0 0 0 Joesph Warren X 0 0 0 robin p watson X 0 0 0 russell t wigginton ph X 0 0 0 Nancy Kelso 40.00 X 96379 0 4235 James B Jalenak 40.00 X 61338 0 2716 358198 0 29224 1 0 1 0 mayer construction 2834 Appling Way Memphis TN 38133 construction 4098783 bluecross blueshield po box 180172 Chattanooga TN 37401 insurance 407946 marsh inc po box 281909 atlanta GA 30384 insurance 223393 kaman's art shoppes 16838 park circl drive chagrin falls OH 44023 photo & face painting vendor 127461 the synergy foundation po box 16217 Memphis TN 38186 contract labor 116452 8 2156963 452600 1418562 2734563 120549 6762688 Gate Revenues & Sales 713990 5406654 5406654 Visitor Services 713990 819162 819162 Concessions & Contract 722210 637259 637259 Education Revenue 611710 291307 291307 7154382 77623 77623 3501163 3501163 0 0 613467 452600 575084 38383 38383 1917975 866591 1051384 1051384 Miscellaneous 900099 46049 46049 Plant Sale 900099 99 99 46148 15130608 7568507 0 799413 98902 98902 11740 11740 393607 177123 216484 5234257 4381597 693984 158676 121547 88407 27647 5493 494508 419929 43080 31499 355499 291236 53229 11034 41222 25000 16222 25860 25860 13173 5283 6937 953 548213 487585 56390 4238 893193 595506 291203 6484 1274158 1125392 148766 53747 35880 17863 4 52968 13341 5709 33918 3289 3289 Capital Projects 4260460 4260460 Zoo & Animal expenses 2169898 2158341 11557 Research & Conservation 185248 185248 Other Services 91419 75604 9420 6395 -506 -506 16322402 14439357 1612794 270251 4631290 4861492 3773764 5412098 398628 530154 546416 724741 98683 24397 77576 74286 8594459 6743194 18022133 18345965 3933255 4726670 1273818 1512053 5207073 6238723 X 2485262 2890960 6072426 4411477 4257372 4804805 12815060 12107242 18022133 18345965 X 0 1 1 X 0 X 16426245 7519131 6790729 4087585 6827938 41651628 6807236 7720672 7972396 8128604 8178899 38807807 23233481 15239803 14763125 12216189 15006837 80459435 213356 1152569 132500 294500 587385 2380310 0 213356 1152569 132500 294500 587385 2380310 78079125 243080 426942 428003 257995 77623 1433643 243080 426942 428003 257995 77623 1433643 44177 34646 54868 58467 46148 238306 23520738 15701391 15245996 12532651 15130608 82131384 0.95070 0.90810 0.01750 0.01950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2362083 85935 483850 14172 2917696 3123817 214023 -964031 11726 2362083 1.00000 0 0 98683 24397 74286 74286 15130608 16322402 -1191794 483976 483976 -707818 17056259 483976 1441675 1925651 15130608 0 15130608 17764077 1441675 1441675 16322402 0 16322402 Part V, Line 4: Description of Intended Use of Endowment Funds: all income is reinvested and the society has no current plans to use any part of the income or capital other than for long-term investment. this policy is reviewed periodically by the society. if that practice ends, such income may then be expended for general (unrestricted) purposes, subject to any constraints in gift instruments. Part XII, Line 2d - Other Adjustments: specific cost of resale items: 866591. special event expenses: 575084. Part XIII, Line 2d - Other Adjustments: specific cost of resale items: 866591. special event expenses: 575084. 1 EAST ASIA AND THE PACIFIC program services payments to the chinese party to support chinese conservation projects for the giant panda. 1110000 0 0 1110000 east asia and the pacific remote sensing of giant panda populations 11740 wire transfer 1 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: External Organizations that have received grants from the Memphis Zoo were by invitation only. Each institution submits a grant for internal approval during May of each year and all the projects are tied to our giant panda program and ESA permit from USFWS. Expenses are paid as cost reimbursable and we recieve quarterly invoices from each institution. zoo rendezvous 377100 276750 100350 84679 zoo boo 225641 61000 164641 44900 4 463326 114850 348476 445505 1066067 452600 613467 575084 575084 38383 1 mississippi state university po box 5227 starkville MS 39762 646000819 501(c)(3) 62500 nutrition grants and remote sensing grants university of tennessee 274 ellington psb knoxville TN 37996 626001636 501(c)(3) 14402 giant panda habitat selection grants university of illinois 1207 west gregory drive urbana IL 61801 376000511 501(c)(3) 22000 giant panda nutrition Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: External Organizations that have received grants from the Memphis Zoo were by invitation only. Each institution submits a grant for internal approval during May of each year and all the projects are tied to our giant panda program and ESA permit from USFWS. Expenses are paid as cost reimbursable and we recieve quarterly invoices from each institution. X X X 0 0 0 0 0 0 0 0 0 Charles Brady 161981 0 0 0 38500 0 0 0 22273 0 222754 0 0 0 jason rothschild director VP at suntrust bank which is the Zoo's primary bank. 0 X 2 20115 FMV X 1 30000 COST X paper 1 50419 COST X airline tickets 1 20016 cost 0 0 1 Third Party Use: Part I, Line 32b: The organization uses a broker to sell stock that is donated. Non Reporting of Revenue: Part I, Line 33: Note: A $15,000 stock donation that was received during the fiscal year in satisfaction of a prior year pledge has been included on Part I, line 9 of this Schedule M as well as on Form 990, page 9, part VIII, line 1g. The $15,000 stock donation was not included on Schedule B for this year because the donor and the donor's pledge were reported on Schedule B in the year the pledge was made. Form 990, Part VI, Section B, line 11 the form 990 is prepared by dixon hughes and then reviewed by the officers of the zoo and the board of directors. Form 990, Part VI, Section B, line 12c The policy is distributed to all new employees and new board directors. the policy is also available on our intranet. in addition, request inquiries are made. Form 990, Part VI, Section B, line 15a a committee is convened by the chairman of the board to consider and decide on the compensation of the president of the zoo based on evaluations of similar nonprofit organizations, including but not limited to other zoos. the chairman of the board sends a letter to the cao of the zoo with the decision made regarding the zoo president's salary. Form 990, Part VI, Section C, line 19 governing documents and audited financial statements are available upon request and are also on file with the city of memphis parks department. The 990 is on guidestar and is also available upon request. the conflict of interest policy is available upon request or on the memphis zoological intranet. form 990, part xi, question 2c The finance committee selects and assumes responsibility for oversight of the audit. The finance committee is selected from the board of directors. this process has not changed from the prior year.