2014-11-12T13:24:03-06:00 2014-06-30 560747981 DIXON HUGHES GOODMAN LLP 999 S SHADY GROVE RD STE 400 MEMPHIS TN 38120 990 2013-07-01 237236155 MEMPHIS ZOOLOGICAL SOCIETY MEMP 9013336500 2000 PRENTISS PLACE MEMPHIS TN 38112 JAMES JALENAK CAO 9013336500 2014-11-10 1 JOHN A MAY JR P00210965 9017613000 2014-11-10 2013 2015-11-30 17:44:51Z JAMES JALENAK 2000 PRENTISS PLACE MEMPHIS TN 38112 18356207 0 X WWW.MEMPHISZOO.ORG X 1951 TN TO MANAGE AND SUPPORT THE MEMPHIS ZOO AND AQUARIUM IN ITS EFFORTS TO PRESERVE WILDLIFE THROUGH EDUCATION, CONSERVATION AND RESEARCH. 23 22 393 1611 0 0 8522661 6086623 8718724 9176562 81032 67026 1450924 1464963 18773341 16795174 74721 72493 0 0 8005124 7792099 0 0 142983 7433353 8411960 15513198 16276552 3260143 518622 23678364 25035752 3263086 2918814 20415278 22116938 X 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 13948700 72493 9506404 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. 13948700 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 33 0 1 393 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X MEMPHIS ZOOLOGICAL SOCIETY 9013336500 2000 PRENTISS PLACE MEMPHIS TN 38112 CHARLES BRADY CEO 40.00 X X 231858 0 15790 KELLY H TRUITT DIRECTOR 0.00 X 0 0 0 CAROL W PRENTISS DIRECTOR 0.00 X 0 0 0 GENE HOLCOMB PAST CHAIR 0.00 X 0 0 0 BILL MORRISON MEMPHIS CITY COUNCIL REPRE 0.00 X 0 0 0 THOMAS FARNSWORTH III DIRECTOR 0.00 X 0 0 0 HENRY A HUTTON DIRECTOR 0.00 X 0 0 0 DOROTHY KIRSCH SECRETARY 0.00 X 0 0 0 JOYCE A MOLLERUP DIRECTOR 0.00 X 0 0 0 JENNA SHAW DIRECTOR 0.00 X 0 0 0 RUSSELL T WIGGINTON JR TREASURER 0.00 X 0 0 0 DIANE SMITH PAST CHAIR 0.00 X 0 0 0 BRANDON GARROTT MORRISON DIRECTOR 0.00 X 0 0 0 SCOTT MCCORMICK DIRECTOR 0.00 X 0 0 0 JOSEPH C DEWANE MD CHAIR 0.00 X 0 0 0 GAURAV AGARWAL DIRECTOR 0.00 X 0 0 0 DAVID HOPKINS DIRECTOR 0.00 X 0 0 0 KARL SCHLEDWITZ DIRECTOR 0.00 X 0 0 0 BRENT ALVORD DIRECTOR 0.00 X 0 0 0 LARRY ROESEL VICE CHAIR 0.00 X 0 0 0 JERRY SHORE DIRECTOR 0.00 X 0 0 0 MARIO WALKER DIRECTOR 0.00 X 0 0 0 BETTYE BERLIN DOCENT REPRESENTATIVE 0.00 X 0 0 0 NANCY KELSO VP VISITORS SERVICES 40.00 X 102084 0 4373 JAMES B JALENAK CAO 40.00 X 64365 0 2782 398307 0 22945 2 0 1 0 TORRE DESIGN CONSORTIUM LTD 5005 MAGAZINE STREET NEW ORLEANS LA 70115 CONSTRUCTION 1059632 MAYER CONSTRUCTION 2834 APPLING WAY MEMPHIS TN 38133 CONSTRUCTION 689565 CIGNA PO BOX 644546 PITTSBURGH PA 15264 INSURANCE 565807 ZELLNER CONSTRUCTION COMPANY INC 2926 RIDGEWAY ROAD MEMPHIS TN 38115 CONSTRUCTION 420119 MARSH INC PO BOX 846015 DALLAS TX 75284 INSURANCE 308211 16 2733172 575866 1482929 1294656 64577 6086623 GATE REVENUES & SALES 713990 7156046 7156046 VISITOR SERVICES 713990 993081 993081 CONCESSIONS & CONTRACTS 722210 815540 815540 EDUCATION REVENUE 611710 211895 211895 9176562 67026 67026 1002991 575866 709658 293333 293333 1996757 851375 1145382 1145382 MISCELLANEOUS 900099 26248 26248 26248 16795174 9506404 0 1202147 71235 71235 1258 1258 446706 201018 245688 6208797 5232922 850419 125456 138394 92577 40877 4940 555366 484416 59721 11229 442836 357284 76849 8703 49939 17897 32042 36200 36200 28036 28036 33283 23537 9746 514943 468039 43535 3369 646136 34739 608933 2464 1236312 1130778 105534 118281 76344 41936 1 50315 36878 8339 5098 3289 3289 ZOO & ANIMAL EXPENSES 3146878 3175652 -28774 CAPITAL PROJECTS 1722820 1722820 OTHER SERVICES 451656 421109 20050 10497 RESEARCH & CONSERVATION 369139 369139 4733 -267 5000 16276552 13948700 2184869 142983 10406191 11872398 4307628 2820556 78351 524837 503444 975491 898826 98683 37554 64418 61129 7399799 8801048 23678364 25035752 1502275 1410034 1760811 1508780 3263086 2918814 X 6351458 7624623 7818590 7062828 6245230 7429487 20415278 22116938 23678364 25035752 518622 1183038 0 X X 0 1 X 1 0 X 6801071 5974339 6436881 8522661 6086623 33821575 8205766 8352936 10543823 9002783 9506404 45611712 15006837 14327275 16980704 17525444 15593027 79433287 587385 1631026 365374 1809856 280485 4674126 0 587385 1631026 365374 1809856 280485 4674126 74759161 77623 56539 65966 81032 67026 348186 77623 56539 65966 81032 67026 348186 46148 39160 17800 20580 26248 149936 15130608 14422974 17064470 17627056 15686301 79931409 0.93530 0.92950 0.00440 0.00700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4995848 202661 1225528 27564 6396473 3964884 202500 849651 21187 4995848 4149333 212850 -377832 19467 3964884 2917624 250067 998308 16667 4149332 2362083 85935 483850 14172 2917696 1.00000 1 0 98683 37554 61129 61129 19539244 1183038 1561033 2744071 16795173 1 1 16795174 17837584 1561033 1561033 16276551 1 1 16276552 PART V, LINE 4: 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 XI, LINE 2D - OTHER ADJUSTMENTS: SPECIFIC COST OF RESALE ITEMS 851,375. SPECIAL EVENT EXPENSES 709,658. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIFIC COST OF RESALE ITEMS 851,375. SPECIAL EVENT EXPENSES 709,658. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PAYMENTS TO THE CHINESE PARTY TO SUPPORT CHINESE CONSERVATION PROJECTS FOR THE GIANT PANDA. 550000 0 0 0 0 0 0 550000 0 550000 0 0 0 0 0 0 ZOO LIGHTS 582893 243626 339267 567 383189 ZOO RENDEZOUS 372567 252000 120567 5998 12550 50871 3 623397 80240 543157 22196 30040 204247 1578857 575866 1002991 28761 42590 638307 709658 293333 1 MISSISSIPPI STATE UNIVERSITY PO BOX 5227 STARKVILLE MS 39762 646000819 501(C)(3) 66235 NUTRITION GRANTS AND REMOTE SENSING GRANTS 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. 1 X X X 0 1 0 0 0 0 0 0 0 CHARLES BRADY CEO 193358 0 0 0 38500 0 9332 0 6458 0 247648 0 0 0 PART I, LINE 4B CHARLES BRADY CONTRIBUTES TO A 457(B) PLAN. IN CALENDAR YEAR END 2013 HE MADE CONTRIBUTIONS TOTALLING $16,499.86. HE ALSO HAS MONEY IN A 457(F) PLAN, BUT NO CONTRIBUTIONS HAVE BEEN MADE TO THIS PLAN IN SEVERAL YEARS. X 1 30000 COST X PAPER 1 34577 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY DIXON HUGHES GOODMAN 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 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO ON FILE WITH THE CITY OF MEMPHIS PARKS DEPARTMENT. THE AUDITED FINANCIAL STATEMENTS ARE ON FILE WITH THE CITY OF MEMPHIS AND ARE AVAILABLE UPON REQUEST. 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 WEBSITE. 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.