2013-05-07T09:12:52-05:00 2012-09-30 273605969 CBIZ KIRKLAND RUSS MURPHY & TAPP 13577 FEATHER SOUND DRIVE 400 CLEARWATER FL 33762 990 2011-10-01 592328289 LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA OF TAMPA INC LOWR 8139358552 1101 WEST SLIGH AVENUE TAMPA FL 33604 CRAIG PUGH 8139358552 2013-05-03 1 NATHAN SMITH P00543757 7275721400 2011 2016-03-07 17:11:31Z CRAIG PUGH 1101 WEST SLIGH AVENUE TAMPA FL 33604 16319498 0 X WWW.LOWRYPARKZOO.COM X 1983 FL TO CONNECT PEOPLE WITH THE LIVING EARTH 31 30 434 5649 -18055 -18055 5080555 3390655 9657457 9505471 6599 13979 1422176 691042 16166787 13601147 0 0 0 0 6751234 7098592 0 0 512194 8498431 7758966 15249665 14857558 917122 -1256411 41147133 39779337 6448659 6337274 34698474 33442063 X THE LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC. IS A 501(C)(3) NONPROFIT CHARITABLE ORGANIZATION, IN AGREEMENT WITH THE CITY OF TAMPA, OPERATES TAMPA'S LOWRY PARK ZOO TO FULFILL ITS MISSION. 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 12707694 9582214 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. THE ZOO HOUSES MORE THAN 1,700 ANIMALS IN NATURALISTIC OUTDOOR EXHIBITS YEAR ROUND (INCLUDING 287 MAMMALS, 792 BIRDS, 251 REPTILES, 174 AMPHIBIANS, AND APPROXIMATELY 230 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 2012 THE FOLLOWING OCCURRED IN RELATION TO THE ZOO'S EDUCATIONAL PROGRAMS:- GROUP SALES REACHED 69,460 PEOPLE. - OUTREACH REACHED 75,372 PEOPLE.- NITE SITES REACHED 2,442 PEOPLE.- BIRTHDAY PARTIES REACHED 5,562 PEOPLE. - EDZOOCATOR REACHED 12,005 PEOPLE.- SCOUT WORKSHOPS REACHED 342 PEOPLE.- TOTS CLASSES REACHED 2,338 PEOPLE.- SUMMER CAMPS REACHED 1,280 PEOPLE.- IN FISCAL YEAR 2012 OVER 90 FAMILIES TOOK ADVANTAGE OF THE YEAR-ROUND EARLY CHILDHOOD EDUCATION PROGRAMS.IN FISCAL YEAR 2012 THE FOLLOWING OCCURRED IN RELATION TO THE ZOO'S ANIMAL PROGRAMS:- MANATEES CONTINUED TO BE REHABILITATED AT THE DAVID A. STRAZ JR. MANATEE HOSPITAL (18 NEW RESCUES), 2 BIRTHS AND 14 WERE RELEASED BACK INTO THE WILD.- NOTABLE BIRTHS: THE ZOO'S FIRST BIRTHS: 3 MARABOU STORK-OTHER NOTABLE BIRTHS: 1 SOUTHERN WHITE RHINOCEROS, 3 YELLOW-FOOTED ROCK WALLABYS, 1 CHIMPANZEE, 1 ANOA, 3 BAY DUIKER, 2 BABIRUSA, 3 BALD IBIS, 6 JACKASS PENGUINS, 1 ROYAL ANTELOPE, 1 MALAYAN TAPIR.-NOTABLE ACQUISITIONS: 1 SLOTH BEAR, 2 BAY DUIKER, 1 MALAYAN TAPIR, 1 PYGMY HIPPOPOTAMUS, 1 BLACK DUIKER, 1 OSPREY.ADDITIONALLY, IN FISCAL YEAR 2012 THE FOLLOWING OCCURRED IN RELATION TO THE ZOO'S VOLUNTEER PROGRAMS:- 5,649 VOLUNTEERS CONTRIBUTED 75,000 VOLUNTEER HOURS.- THE TWO MAIN MISSION PROGRAMS FOR ANIMAL AND EDUCATION VOLUNTEERS CONTRIBUTED OVER 45,000 HOURS. 12707694 1 1 0 1 0 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 1 434 1 1 1 0 0 0 0 1 1 0 0 0 0 X 31 30 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 5.00 X 0 0 0 ROBERT RASMUSSEN 5.00 X 0 0 0 DANIEL J HONEGGER 5.00 X X 0 0 0 LAURA FARRIOR 5.00 X X 0 0 0 MARYLOU BAILEY 2.00 X 0 0 0 JIM BARTHOLOMAY 2.00 X 0 0 0 SEAN BUTLER 5.00 X 0 0 0 SANDY CALLAHAN 5.00 X 0 0 0 HEATHER CASWELL 5.00 X 0 0 0 CASEY CATHEY 2.00 X 0 0 0 SANTIAGO CORRADA 5.00 X 0 0 0 DAVID DUNBAR 2.00 X 0 0 0 SEAN FARRELL 2.00 X 0 0 0 NICOLE LEBEAU GAVIN 2.00 X 0 0 0 KEN HAGAN 2.00 X 0 0 0 CURT HARBSMEIER 5.00 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 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 RYAN NECE 2.00 X 0 0 0 STEPHEN PARAG 2.00 X 0 0 0 ANDY T SIRIANNI 2.00 X 0 0 0 CATHERINE LOWRY STRAZ 5.00 X 0 0 0 MIKE SUAREZ 2.00 X 0 0 0 SUSAN VALDES 5.00 X 0 0 0 CARLTON WARD JR 2.00 X 0 0 0 HANK WATERS 2.00 X 0 0 0 ELIZABETH HENNIG 40.00 X 97212 0 5370 DR LARRY KILLMAR 40.00 X 115820 0 7789 CHERYL LARSEN 40.00 X 0 0 0 JENNIFER MCLACHLAN 40.00 X 0 0 0 CRAIG PUGH 40.00 X 225203 0 3145 TRISHA ROTHMAN 40.00 X 90102 0 7954 DAVID ZIMMERMAN 40.00 X 132834 0 3246 DR RAY BALL 40.00 X 116362 0 3232 777533 0 30736 4 0 1 0 UNITED HEALTH 22703 NETWORK PL CHICAGO IL 606731227 HEALTHCARE INSURANCE 728718 SYSCO PO BOX 1839 PALMETTO FL 342201839 PURCHASE OF FOOD INVENTORY FOR RESTAURAN 538531 TECO PO BOX 31318 TAMPA FL 336313318 ELECTRIC SERVICES 528375 CITY OF TAMPA UTILITIES PO BOX 30191 TAMPA FL 336303191 WATER SERVICES 337102 CK'S PRODUCE INC PO BOX 11637 TAMPA FL 336101637 FOOD FOR ANIMALS 270971 12 485761 1008198 1404312 492384 3390655 ADMISSIONS REVENUES 713110 6189540 6189540 ZOO ANNUAL PASS 713110 1619035 1619035 EDUCATIONAL PROGRAMS 713110 1031088 1031088 ATTRACTION RECEIPTS 713110 665808 665808 9505471 13979 13979 125264 166252 -40988 -40988 -18055 -22933 361801 485761 304770 57031 57031 2845585 2247329 598256 598256 MISCELLANEOUS 713110 76743 76743 76743 13601147 9582214 -18055 646333 879093 767668 72941 38484 5204909 4547456 422987 234466 482665 417628 55163 9874 531925 480781 28709 22435 30700 30700 56973 34 56939 396972 220921 162423 13628 706558 702617 3941 430847 178660 212844 39343 166139 117197 31068 17874 1873160 1812495 48096 12569 54869 42639 10008 2222 46937 43310 3487 140 67115 67115 2300334 1898394 354653 47287 285829 239578 41161 5090 ANIMAL EXPENSES 835151 835116 35 SUPPLIES 315203 313095 2026 82 DONOR CULTIVATION AND F 57762 604 57158 EMPLOYEE RELATED EXPENS 43073 25489 10461 7123 91344 64012 26889 443 14857558 12707694 1637670 512194 785930 853232 2670233 2319036 78766 201966 287121 168320 331514 400525 59106828 23947135 36233555 35159693 760014 676565 41147133 39779337 1797962 1768394 812534 751758 3838163 3817122 6448659 6337274 X 30819673 29989310 3278801 2852753 600000 600000 34698474 33442063 41147133 39779337 -1256411 0 X X 0 1 1 X 1 1 X 5809932 3187998 3318676 5080555 3390655 20787816 10599488 10024704 9278403 9690893 9582214 49175702 4410204 4857127 4390472 4953681 3277472 21888956 20819624 18069829 16987551 19725129 16250341 91852474 1250000 1250000 0 1250000 1250000 90602474 30846 78430 33728 6599 13979 163582 30846 78430 33728 6599 13979 163582 440 -13618 -6864 -18055 -38097 20850470 18148699 17007661 19724864 16246265 91977959 0.98500 0.98490 0.00180 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 60000 0 0 60000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION RETAINED ONE LOBBYIST DURING THE FISCAL YEAR WHO WAS PAID $60,000. 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. 3878801 844176 1270224 3452753 2912974 2350442 1384615 3878801 2944099 806938 838063 2912974 2450499 1162450 751 669601 2944099 0.00000 0.17380 0.82620 0 1 1 8934182 8934182 45953209 21287148 24666061 3363134 2175733 1187401 856303 484254 372049 35159693 13601147 14857558 -1256411 -1256411 16014728 2413581 2413581 13601147 0 13601147 17271139 2413581 2413581 14857558 0 14857558 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 2,247,329. RENTAL EXPENSES NETTED WITH REVENUES ON FORM 990 166,252. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COGS NETTED WITH REVENUES ON FORM 990 2,247,329. RENTAL EXPENSES NETTED WITH REVENUES ON FORM 990 166,252. KARAMU 255995 245865 10130 1572 3080 65540 WAZOO 219092 47918 171174 1044 49557 9 372475 191978 180497 2619 175532 847562 485761 361801 1572 6743 290629 298944 62857 X X X X 0 0 0 0 0 0 0 0 0 CRAIG PUGH 225203 0 0 0 0 0 0 0 3145 0 228348 0 0 0 BECK GROUP MARK HOUSE, A TRUSTEE, IS THE MANAGING DIRECTOR OF BECK GROUP. 232984 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 2012. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOWRY PARK ZOO ENDOWMENT FOUNDATION INC C 1008198