2026-08-17T19:54:50-05:00 2025-09-30 591818353 KAUFMAN ROSSIN & COPA 3310 MARY STREET SUITE 501 MIAMI FL 33133 990 2024-10-01 471711491 VIZCAYA MUSEUM AND GARDENS TRUST INC VIZC 3058608438 3251 SOUTH MIAMI AVENUE MIAMI FL 33129 JOEL HOFFMAN EXECUTIVE DIRECTOR/CEO 3058608438 2026-08-17 1 1 HEIDI SUAREZ CPA P01219886 3058585600 2026-08-17 2024 2025-03-06 01:10:19Z JOEL HOFFMAN 3251 SOUTH MIAMI AVENUE MIAMI FL 33129 49729276 0 X WWW.VIZCAYA.ORG X 2014 FL PRESERVING VIZCAYA'S CULTURAL AND ENVIRONMENTAL RESOURCES TO ENGAGE PEOPLE IN CONNECTING WITH THE PAST, UNDERSTANDING THE PRESENT AND SHAPING THE FUTURE. 23 23 127 0 0 0 11754739 32560869 10834970 11835317 627725 756334 179914 82425 23397348 45234945 0 0 0 0 10545815 11568957 0 0 1264187 13579944 13973460 24125759 25542417 -728411 19692528 18993206 38239204 5818278 5091885 13174928 33147319 X PRESERVING VIZCAYA'S CULTURAL AND ENVIRONMENTAL RESOURCES TO ENGAGE PEOPLE IN CONNECTING WITH THE PAST, UNDERSTANDING THE PRESENT AND SHAPING THE FUTURE. 0 0 2605198 8111706 LEARNING AND COMMUNITY ENGAGEMENT:THE VISITOR EXPERIENCE AND COMMUNITY PARTNERSHIPS, PROGRAMS & INTERPRETATION DEPARTMENTS ACCESS INITIATIVES SUPPORTED BROAD COMMUNITY ENGAGEMENT, INCLUDING COMPLIMENTARY AND REDUCED-PRICE TICKETS FOR VETERANS, MILITARY FAMILIES, INDIVIDUALS WITH DISABILITIES, SENIORS, SNAP EBT CARDHOLDERS, AND OTHER COMMUNITY PROGRAMS. THESE EFFORTS REINFORCED VIZCAYA'S COMMITMENT TO ACCESSIBILITY, INCLUSION, AND PUBLIC SERVICE WHILE MAINTAINING STRONG OVERALL VISITATION. VIZCAYA WELCOMED 394,477 VISITORS, INCLUDING 26,627 COMPLIMENTARY DAYTIME ADMISSIONS IN 2024 AND 396,076 VISITORS INCLUDING 25,917 COMPLIMENTARY DAYTIME ADMISSIONS DURING FY24-25. 8314338 5125072 FACILITIES MAINTENANCE AND CAPITAL PROJECTS:THE FACILITIES DEPARTMENT OVERSEES THE MAINTENANCE OF THE CAMPUS AND ADVANCED NUMEROUS CAPITAL PROJECTS LAST YEAR, INCLUDING RENOVATION OF TWO HISTORIC BUILDINGS IN THE VIZCAYA VILLAGE. CONSTRUCTION DOCUMENTS WERE DEVELOPED FOR ADDITIONAL VILLAGE PROJECTS AND UPGRADES TO THE MAIN HOUSE AND GARDENS. 4108298 139841 ART AND LIVING COLLECTIONS MANAGEMENT:THE ART & ARTIFACT STEWARDSHIP AND HORTICULTURE & SUSTAINABILITY DEPARTMENTS OVERSEE RESEARCH, CARE, CONSERVATION, EXHIBITION AND INTERPRETATION OF VIZCAYA'S ART AND LIVING COLLECTIONS, INCLUDING THE HISTORIC INTERIORS AND GARDENS. EFFORTS INCLUDED REFRESHED HISTORICAL DISPLAYS, A CONTEMPORARY ARTS PROGRAM EXHIBITION HONORING PAUL CHALFIN, AND INTERPRETIVE INSTALLATIONS AT THE SUPERINTENDENT'S HOUSE. SIGNIFICANT CONSERVATION WORK SUPPORTED LONG-TERM SAFEGUARDING OF GARDENS, MURALS, DECORATIVE INTERIORS, AND THE HISTORIC LIBRARY.VIZCAYA ACHIEVED MAJOR HORTICULTURE AND SUSTAINABILITY MILESTONES, INCLUDING RENOVATIONS TO THE COURTYARD AND EXPANSION OF NATIVE AND ENDANGERED PLANT COLLECTIONS. IMPROVEMENTS TO GREENHOUSE INFRASTRUCTURE SUPPORTED PLANT CARE AND PROGRAMMING. SUSTAINABILITY INITIATIVES ADVANCED THROUGH INCREASED COMPOSTING, WATER-EFFICIENT IRRIGATION, ELECTRIC EQUIPMENT TRANSITIONS, AND ENHANCED RECYCLING EFFORTS. 5678933 3892772 OTHER PROGRAMS:VIZCAYA'S SAFETY & SECURITY DEPARTMENT IMPLEMENTED SIGNIFICANT SAFETY AND SECURITY UPGRADES INCLUDING EXPANDED CAMERA COVERAGE, NEW ACCESS CONTROL SYSTEMS, AND SPOT AI REAL TIME MONITORING; THE MARKETING DEPARTMENT ESTABLISHED HYPERLOCAL OUTREACH STRATEGIES. GEOFENCING DIGITAL ADVERTISING, SIGN SPINNERS, AND TARGETED POSTCARD MAILERS FOCUSED ON COCONUT GROVE AND NEARBY NEIGHBORHOODS. THESE EFFORTS GENERATED HIGH DAILY IMPRESSIONS AND STRENGTHENED AWARENESS AMONG LOCAL AUDIENCES. LAUNCHED A NEW TELEVISION AD, BILLBOARD AND INFLUENCER RELATIONSHIPS TO BOOST VISITATION; TECHNOLOGY & DIGITAL INITIATIVES COMPLETED A COMPREHENSIVE LIDAR SCAN OF THE MAIN HOUSE AND FULLY DEPLOYED THE HARVESTER DIGITAL ASSET MANAGEMENT SYSTEM WITH NEARLY 25,000 ASSETS. EXPANDED PUBLIC WI-FI ACCESS IMPROVED CONNECTIVITY ACROSS THE VILLAGE, GARDENS, AND MAIN HOUSE; THE FACILITY RENTALS DEPARTMENT WELCOMED 66 EVENING EVENTS.; FUNDRAISING AND ADVANCEMENT RAISED MORE THAN $3.7 MILLION THROUGH GRANTS, MEMBERSHIPS, APPEALS AND SPECIAL EVENTS. DONOR ENGAGEMENT WAS STRENGTHENED THROUGH EXCLUSIVE EXPERIENCES, WHILE THE GILDED EDGE EXPANDED OUTREACH TO YOUNG PROFESSIONALS AND FUTURE SUPPORTERS. 5678933 3892772 20706767 1 1 0 0 0 0 0 0 0 1 1 0 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 0 0 0 0 0 1 0 0 0 1 160 0 1 127 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 FL X JOEL HOFFMAN 3058608452 3251 SOUTH MIAMI AVENUE MIAMI FL 33129 X KENNETH O'KEEFE CHAIR 3.00 0.00 X X 0 0 0 CHARLES SEITZ VICE CHAIR 3.00 0.00 X X 0 0 0 LYNN ATKINSON SECRETARY 3.00 0.00 X X 0 0 0 ANDRES V GIL TREASURER 3.00 0.00 X X 0 0 0 LYDIA LOPEZ DIRECTOR (EX OFFICIO) 3.00 0.00 X 0 0 0 ODILON ALMEIDA DIRECTOR 3.00 0.00 X 0 0 0 BRETT ABESS DIRECTOR 3.00 0.00 X 0 0 0 DONALD DEUBLER DIRECTOR 3.00 0.00 X 0 0 0 MARVIN DUNN DIRECTOR 3.00 0.00 X 0 0 0 ADAM WOLMAN DIRECTOR 3.00 0.00 X 0 0 0 SHAWN FAGAN DIRECTOR 3.00 0.00 X 0 0 0 CHRISTOPHER HUNT DIRECTOR 3.00 0.00 X 0 0 0 RICARDO CAPORAL DIRECTOR 3.00 0.00 X 0 0 0 TERRI CASTELLANO DIRECTOR 2.00 0.00 X 0 0 0 SUSAN KAHN DIRECTOR 3.00 0.00 X 0 0 0 DONALD A KRESS DIRECTOR 3.00 0.00 X 0 0 0 CHRISTY MARTIN DIRECTOR 3.00 0.00 X 0 0 0 NANCY MCCORMICK DIRECTOR 3.00 0.00 X 0 0 0 DAMIAN PARDO DIRECTOR 3.00 0.00 X 0 0 0 HARRY TAPIAS DIRECTOR 3.00 0.00 X 0 0 0 SUZY WAHBA DIRECTOR 3.00 0.00 X 0 0 0 ANN WALTERS-POPE DIRECTOR 3.00 0.00 X 0 0 0 SANDY DORSAINVIL DIRECTOR 3.00 0.00 X 0 0 0 CATHY JONES DIRECTOR 3.00 0.00 X 0 0 0 JOEL HOFFMAN EXECUTIVE DIRECTOR 40.00 0.00 X 478611 0 42718 ALBERT MONTES CHIEF FINANCIAL OPERATING OFFICER 40.00 0.00 X 201394 0 45472 WENDY WOLF CHIEF ENGAGEMENT OFFICER 40.00 0.00 X 194646 0 25361 MARTHA DIXON CHIEF FACILITIES OFFICER 40.00 0.00 X 158300 0 31060 CHARLOTTE DONN CHIEF MARKETING OFFICER 40.00 0.00 X 158529 0 22992 STEPHANIE MAYER CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 211300 0 36546 IAN SIMPKINS SENIOR DIRECTOR OF HORTICULTURE & SUSTAINABILITY 40.00 0.00 X 147454 0 25494 OLGA DENIS DIRECTOR OF FINANCE 42.00 0.00 X 138775 0 27443 TRACY KAMERER DIRECTOR OF ART & ARTIFACTS STEWARDSHIP 40.00 0.00 X 132024 0 27231 CASSIUS MOORE DIRECTOR OF CAPITAL PROJECTS 43.00 0.00 X 140826 0 17610 SANDRA WILLIAMS HUMAN RESOURCES DIRECTOR 40.00 0.00 X 125579 0 19789 2087438 0 321716 19 0 1 0 BEYER BLINDER BELLE 120 BROADWAY 20TH FLOOR NEW YORK NY 10271 ARCH & ENG CONSTRUCTIONS 1920949 ARTHUR J GALLAGHER RISK MGT SVCS LLC PO BOX 39735 CHICAGO IL 60694 CONSULTING SERVICES 409198 VEEV LLC DVA VEEVART 1032 E BRANDON BLVD 1199 BRANDON FL 33511 MUSEUM MANAGEMENT SOFTWARE 373526 SUSAN C DUNN PO BX 1086 RANCHO SANTA FE CA 92067 PRIVATE SELLER OF HISTORIC PIANO 250000 RLA CONSERVATION LLC 5418 PACKARD STREET LOS ANGELES CA 90019 CONSERVATION SERVICES 243294 5 1610119 8217625 22733125 32560869 ADMISSIONS 900099 6671015 6671015 FACILITY RENTALS 900099 3723611 3723611 PHOTOGRAPH AND FILM PERMITS 900099 1028790 1028790 PROGRAM INCOME 900099 212626 212626 MEMBERSHIPS 900099 199275 199275 11835317 598171 598171 4297408 4139245 158163 158163 158163 268350 1610119 355086 -86736 -86736 MISCELLANEOUS INCOME 900099 169161 169161 169161 45234945 12004478 0 669598 X 1718216 1307602 128152 282462 7471952 6224023 710540 537389 283437 229642 29209 24586 1353027 1140901 133867 78259 742325 527213 158246 56866 61070 61070 65819 65819 58951 58951 2001421 1886691 52162 62568 359547 300343 979 58225 289037 219490 29828 39719 642571 293441 328053 21077 189853 189853 433859 134 431553 2172 IMPROVEMENTS TO VIZCAYA 5539952 5539952 BUILDING AND LANDSCAPE 1705291 1682420 20522 2349 UTILITIES 963542 8943 954599 SHORT-TERM RENTALS 611552 581252 11715 18585 1050995 513797 457268 79930 25542417 20706767 3571463 1264187 6677224 11914281 401805 10933991 1571857 4232144 433239 469797 1035778 730765 448722 305013 9460359 10383978 18993206 38239204 3406276 3978811 2412002 1113074 5818278 5091885 X 8931964 8459233 4242964 24688086 13174928 33147319 18993206 38239204 19692528 279863 0 X X 0 1 X 1 0 X 4122176 5968718 11117744 11754739 32560869 65524246 4122176 5968718 11117744 11754739 32560869 65524246 18626988 46897258 46674 142208 904134 698179 598171 2389366 2347136 225448 228890 266377 169161 3237012 71150624 47214140 0.65910 0.88320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4033481 340744 4374225 3256465 777016 4033481 2915189 341276 3256465 3557112 -641922 2915190 3001332 555780 3557112 0 0 0 0 1035778 730765 305013 0 305013 X 45810943 279863 355086 634949 45175994 58951 58951 45234945 25838552 355086 355086 25483466 58951 58951 25542417 PART V, LINE 4: THE ENDOWMENT FUNDS ARE MAINTAINED TO HEDGE AGAINST INFLATION AND OTHER THREATS TO LOSS OF PURCHASING POWER. THE ENDOWMENT SPENDING POLICY STIPULATES AN AMOUNT NO GREATER THAN 5% OF THE PRINCIPAL BALANCE MAY BE DISTRIBUTED ANNUALLY FOR USE IN OPERATING THE VIZCAYA PROPERTY. PART X, LINE 2: THE ORGANIZATION ASSESSES ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES" AS PRESCRIBED BY THE ACCOUNT STANDARDS CODIFICATION WHICH PROVIDES GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN FOR OPEN YEARS (GENERALLY A PERIOD OF THREE YEARS FROM THE LATER OF EACH RETURN'S DUE DATE OR THE DATE FILED) THAT REMAIN SUBJECT TO EXAMINATION BY THE ORGANIZATION'S MAJOR TAX JURISDICTIONS. THE ORGANIZATION ASSESSES ITS TAX POSITIONS AND DETERMINES WHETHER IT HAS ANY MATERIAL UNRECOGNIZED LIABILITIES FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECORDS THESE LIABILITIES TO THE EXTENT IT DEEMS THEM MORE LIKELY THAN NOT TO BE INCURRED. INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, WOULD BE CLASSIFIED AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATON BELIEVES THAT IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITION REQUIRING RECOGNITION OR MEASUREMENT IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON LINE 8B 355,086. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDAISING EXPENSES INCLUDED ON PART VIII, LINE 8B 355,086. VIZCAYA BALL 1262723 1086723 176000 61335 128244 31775 1830 PRESERVATION LUNCHEON 615746 523396 92350 30735 77489 6100 17578 1878469 1610119 268350 92070 205733 37875 19408 355086 -86736 X X X X X X 0 0 0 0 0 0 0 0 0 JOEL HOFFMAN EXECUTIVE DIRECTOR 398182 0 0 0 80429 0 30500 0 12218 0 521329 0 0 0 STEPHANIE MAYER CHIEF ADVANCEMENT OFFICER 208630 0 2500 0 170 0 19370 0 17176 0 247846 0 0 0 ALBERT MONTES CHIEF FINANCIAL OPERATING OFFICER 198463 0 2500 0 431 0 16503 0 28969 0 246866 0 0 0 WENDY WOLF CHIEF ENGAGEMENT OFFICER 191736 0 2500 0 410 0 13481 0 11880 0 220007 0 0 0 MARTHA DIXON CHIEF FACILITIES OFFICER 152972 0 5000 0 328 0 2091 0 28969 0 189360 0 0 0 CHARLOTTE DONN CHIEF MARKETING OFFICER 155712 0 2500 0 317 0 11909 0 11083 0 181521 0 0 0 IAN SIMPKINS SENIOR DIRECTOR OF HORTICULTURE & SU 144667 0 2500 0 287 0 14411 0 11083 0 172948 0 0 0 OLGA DENIS DIRECTOR OF FINANCE 136007 0 2500 0 268 0 15365 0 12078 0 166218 0 0 0 TRACY KAMERER DIRECTOR OF ART & ARTIFACTS STEWARDS 129260 0 2500 0 264 0 9621 0 17610 0 159255 0 0 0 CASSIUS MOORE DIRECTOR OF CAPITAL PROJECTS 138046 0 2500 0 280 0 0 0 17610 0 158436 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE MIAMI-DADE COUNTY MAYOR HAS AUTHORITY TO APPOINT ONE EX-OFFICIO, NON-VOTING STAFF APPOINTEE TO THE BOARD OF DIRECTORS AND THE MIAMI-DADE COUNTY BOARD OF COUNTY COMMISSIONERS HAVE AUTHORITY TO APPOINT HALF OF THE REMAINING DIRECTORS BASED ON A SLATE APPROVED BY THE BOARD OF DIRECTORS. JAMES DEERING'S HEIRS MAY APPOINT ONE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B THE MIAMI-DADE COUNTY MUST APPROVE VIZCAYA'S MISSION STATEMENT AND MASTER PLAN PRIOR TO IMPLEMENTATION BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR/CEO AND CHIEF FINANCIAL OFFICER. THEY WILL PROVIDE ADDITIONAL INFORMATION TO THE TAX RETURN PREPARER IF NECESSARY. THE RETURN WILL BE FILED UPON THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS MONITORED EVERY YEAR BY REQUIRING A SIGNED STATEMENT INDICATING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A IN 2025, THE BOARD OF DIRECTORS ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO ASSESS THE EXECUTIVE DIRECTOR/CEO'S COMPENSATION. PER THE ORGANIZATION'S BYLAWS, THE BOARD OF DIRECTORS' EVALUATION COMMITTEE CONVENES ANNUALLY TO DETERMINE COST-OF-LIVING AND/OR MERIT-BASED COMPENSATION INCREASES. THESE ARE BASED ON CPI, REVIEW OF PUBLICLY AVAILABLE PEER COMPENSATION AND THE EXECUTIVE DIRECTOR/CEO'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 277,381. MANAGEMENT AND GENERAL EXPENSES 49,359. FUNDRAISING EXPENSES 1,300. TOTAL EXPENSES 328,040. ARCH & ENGINEERING CONSULTANTS: PROGRAM SERVICE EXPENSES 22,046. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,046. CONSERVATION SERVICES: PROGRAM SERVICE EXPENSES 434,071. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 434,071. SECURITY: PROGRAM SERVICE EXPENSES 648,679. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 648,679. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 475,734. MANAGEMENT AND GENERAL EXPENSES 2,803. FUNDRAISING EXPENSES 61,268. TOTAL EXPENSES 539,805. CONSTRUCTION SERVICES: PROGRAM SERVICE EXPENSES 28,780. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,780. FORM 990, PART IX, LINE 24E MERCHANT SERVICES & BANK CHARGES: PROGRAM SERVICE EXPENSES 20. MANAGEMENT AND GENERAL EXPENSES 326,674. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 326,694. EVENTS AND PROGRAM-RELATED: PROGRAM SERVICE EXPENSES 203,115. MANAGEMENT AND GENERAL EXPENSES 19,340. FUNDRAISING EXPENSES 68,963. TOTAL EXPENSES 291,418. FURNITURE AND EQUIPMENT: PROGRAM SERVICE EXPENSES 96,551. MANAGEMENT AND GENERAL EXPENSES 1,289. FUNDRAISING EXPENSES 849. TOTAL EXPENSES 98,689. PROFESSIONAL DEVELOPMENT AND TRAVEL: PROGRAM SERVICE EXPENSES 73,420. MANAGEMENT AND GENERAL EXPENSES 4,691. FUNDRAISING EXPENSES 7,234. TOTAL EXPENSES 85,345. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 77,930. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,930. RECRUITING: PROGRAM SERVICE EXPENSES 346. MANAGEMENT AND GENERAL EXPENSES 53,419. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,765. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 51,555. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,555. UNIFORMS: PROGRAM SERVICE EXPENSES 36,120. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,120. TRANSPORTATION: PROGRAM SERVICE EXPENSES 26,295. MANAGEMENT AND GENERAL EXPENSES 300. FUNDRAISING EXPENSES 2,884. TOTAL EXPENSES 29,479. FORM 990, PAGE 12, PART XII, LINE 2C NO CHANGE FROM THE PRIOR YEAR HAS BEEN MADE TO THIS PROCEDURE. MIAMI-DADE COUNTY FLORIDA 111 NW 1ST STREET 24TH FLOOR MIAMI FL 33128 596000573 GOVERNMENTAL UNIT FL GOVERNMENTAL UNIT GOVERNMENTAL UNIT 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 MIAMI-DADE COUNTY FLORIDA C 8217625 COST REPLACEMENT GRANTS MIAMI-DADE COUNTY FLORIDA R 5539952 COST BASIS