2025-05-23T00:39:48-05:00 2024-12-31 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2024-01-01 560990900 NORTH CAROLINA ZOOLOGICAL SOCIETY INC NORT 3368797250 4403 ZOO PARKWAY ASHEBORO NC 27205 CHERYL ARMSTRONG EXECUTIVE DIRECTOR 3368797250 2025-05-22 1 0 JOHN M ROBINSON P01281319 3362944494 2025-05-21 2024 2025-03-06 01:10:19Z CHERYL ARMSTRONG 4403 ZOO PARKWAY ASHEBORO NC 27205 17167100 0 X WWW.NCZOO.COM X 1968 NC THE MISSION OF THE NC ZOO SOCIETY IS TO CHAMPION OUR ZOO AND ITS INITIATIVES, WILDLIFE AND WILD PLACES, WITH AN EMPHASIS ON THE FUTURE. THE NC ZOO SOCIETY IS YOUR BRIDGE TO MORE THAN A ZOO VISIT. WE MAKE YOU A PARTNER IN THE ZOO'S GLOBAL EFFORTS TO SUPPORT ANIMAL WELL-BEING, CONSERVATION, EDUCATION, FIELD WORK, RESEARCH, AND WE WELCOME YOU INTO A FAMILY THAT CARES ABOUT NATURE. 14 13 72 232 0 0 13088609 10060086 0 0 1448924 2200026 2131542 2249090 16669075 14509202 0 0 0 0 1670910 1781188 120300 110400 608121 8316016 8581571 10107226 10473159 6561849 4036043 61258810 66707486 5615197 5399248 55643613 61308238 TO CHAMPION OUR ZOO AND ITS INITIATIVES, WILDLIFE AND WILD PLACES, WITH AN EMPHASIS ON THE FUTURE. 0 0 7485043 PROVIDE FINANCIAL AND PROMOTIONAL SUPPORT TO THE NC ZOOLOGICAL PARK AND ITS CAPITAL PROJECTS, OPERATIONS AND PROGRAM INITIATIVES - WITH A PRIORITY FOCUS ON FIELD RESEARCH, WILDLIFE CONSERVATION, SCIENCE AND WELFARE. THE SOCIETY HAS PROVIDED FUNDS FOR SPECIFIC CONSERVATION AND RESEARCH PROJECTS WORKING WITH ELEPHANTS, VULTURES AND GORILLAS IN AFRICA, RAISED FOR CAPITAL PROJECTS, ANIMAL AND HORTICULTURE PURCHASES, MARKETING, STAFFING, TRAINING, AND OPERATIONS OF A WILDLIFE REHABILITATION CENTER, A WILDLIFE LEARNING/RESIDENTIAL CENTER, AN EDUCATION WEBSITE AND OTHER PARK NEEDS. 1884313 MEMBERSHIP SERVICES (INCLUDING INFORMATION AND REFERRAL, EDUCATION, MEMBER BENEFIT AND IDENTIFCATION ADMINISTRATION, RECORD-KEEPING AND SPECIAL EVENTS) EXTEND TO MEMBER HOUSEHOLDS AND THE EMPLOYEES OF BUSINESSES ENROLLED IN THE CORPORATE MEMBER PROGRAM, AS WELL AS ALL OF THE PEOPLE AROUND THE WORLD WHO BENEFIT FROM THE PROTECTION THE SOCIETY'S PROGRAM EXTENDS TO THE NATURAL RESOURCES THEY DEPEND ON FOR SURVIVAL. 61752 THROUGH ITS SUPPORT OF ZOO EDUCATION PROGRAMS, THE SOCIETY SERVES VISITORS AND MEMBER HOUSEHOLDS (INCLUDING N.C. SCHOOL CHILDREN). THROUGH FIELD RESEARCH AND VETERINARIAN OVERNIGHT CAMPS FOR A WIDE RANGE OF AGES, SHADOW A VET PROGRAM, EDUCATIONAL AND FAMILY-FRIENDLY BEHIND THE SCENES TOURS FOR CHILDREN AND ADULTS WHO COME TO THE PARK EACH YEAR TO LEARN ABOUT WILDLIFE AND THE ENVIRONMENT. 9431108 1 1 0 1 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 54 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X ANDREA KING 3368797254 4403 ZOO PARKWAY ASHEBORO NC 27205 MARGERY J SPRINGER CHAIR 0.90 X X 0 0 0 JOHN L RUFFIN VICE CHAIR 2.79 X X 0 0 0 WILLIAM E CURRENS JR TREASURER 1.12 X X 0 0 0 MICHAEL J FISHER SECRETARY 0.83 X X 0 0 0 ROBERT L ANGE DIRECTOR 0.60 X 0 0 0 ETHAN BLUMENTHAL DIRECTOR 0.48 X 0 0 0 WILLIAM CLARKE DIRECTOR 0.12 X 0 0 0 SHANNON BUCEY DIRECTOR 0.17 X 0 0 0 WALKER B MOFFITT DIRECTOR 0.29 X 0 0 0 LISA POOLE DIRECTOR 0.25 X 0 0 0 EMILY B RAGSDALE DIRECTOR 0.37 X 0 0 0 BARRY C SAFRIT DIRECTOR 0.56 X 0 0 0 MEADE WILLIS DIRECTOR 0.44 X 0 0 0 CHERYL ARMSTRONG EXECUTIVE DIRECTOR 40.00 X X 188119 0 24690 HOWIE DEVANE DIRECTOR THROUGH 6/24/24 0.12 X 0 0 0 ANDREA KING DIRECTOR OF FINANCE AND HU 40.00 X 100892 0 18799 289011 0 43489 2 0 1 0 KAY TAYLOR PO BOX 13004 RALEIGH NC 27605 CAPITAL CAMPAIGN SUPPORT 110400 TOURISM ECONOMICS LLC 303 WEST LANCASTER AVENUE SUITE 2E WAYNE PA 19087 LODGING & CONVENTION MARKET ASSESSMENT 108125 TODD FRAHM 30 LARRY JAMES DR ASHEVILLE NC 28805 NORTH CAROLINA ZOO ASIA ARTWORK 106000 3 3356406 6703680 320741 10060086 1871611 1871611 328654 0 239 328654 -239 328415 328415 133642 55218 78424 78424 4773107 2602441 2170666 2170666 14509202 2170666 0 2278450 332500 179548 105072 47880 1137619 871569 93243 172807 104380 82222 22158 104000 76547 27453 102689 77723 9820 15146 34085 12541 2397 19147 68500 68500 110400 110400 135212 135212 58810 58810 271107 223170 24178 23759 115697 88406 6823 20468 14062 8292 1984 3786 10290 3396 5402 1492 35025 35025 49118 40334 2196 6588 45036 31900 2502 10634 ZOO OPERATING EXPENSES 7416544 7416544 SPECIAL PROJECTS EXP. 138222 61752 76470 NEW MEMBER SOLICITATION 73771 73090 681 BANK CARD CHARGES 64939 34231 30708 51153 22533 10076 18544 10473159 9431108 433930 608121 558473 5696810 23586344 24376878 9218724 5847679 67244 81973 319718 310969 90620 91439 5455062 1318431 4152943 4136631 22650861 25635561 95880 100980 518003 428566 61258810 66707486 609921 703827 2864001 2963847 518182 428847 1623093 1302727 5615197 5399248 X 25407415 28619941 30236198 32688297 55643613 61308238 61258810 66707486 X 4036043 1588649 39933 X 0 1 X 1 0 X 7774988 13541861 15761887 13088609 10060086 60227431 64880 64880 64880 112576 112576 419792 7839868 13606741 15826767 13201185 10172662 60647223 4344998 56302225 502434 368871 585862 1374670 1871611 4703448 7136 16184 17659 78424 119403 65470074 11770998 0.86000 0.82830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68500 68500 10404659 10473159 673658 168415 0 0 531278 625069 655361 673658 2485366 3728049 61250 67250 67000 68500 264000 132820 156267 163840 168415 621342 932013 X SOCIETY AND ZOO OFFICES 0 0 1 X 6142995 1000000 741509 32005 7852499 5409092 761757 27854 6142995 5575230 725061 -874455 16744 5409092 4475897 1144859 45526 5575230 3519602 999116 42821 4475897 0.18390 0.62380 0.19230 0 0 2789148 2789148 1919944 943864 976080 120903 59437 61466 326601 160561 166040 298466 154569 143897 4136631 LIABILITY UNDER UNITRUST AGREEMENT 777772 LINE OF CREDIT 524955 1302727 X 16170605 1588649 112576 39933 1741158 14429447 135212 -55457 79755 14509202 10505980 112576 55457 168033 10337947 135212 135212 10473159 PART III, LINE 4: THE ART COLLECTION CONSISTS OF TWO PRINTS. THE PRINTS ARE DISPLAYED IN THE SOCIETY'S OFFICE. CALLA LILY AND BIRD SCULPTURE DISPLAYED IN ZOO OFFICE. PART IV, LINE 2B: THE SOCIETY AND SYLVAN HEIGHTS HAVE AN ONGOING AGENCY RELATIONSHIP. CONTRIBUTIONS AND OTHER SUPPORT THAT HAVE BEEN RECEIVED BY THE SOCIETY BUT NOT REMITTED TO SYLVAN HEIGHTS ARE MEASURED AT PRESENT VALUE AND ARE REPORTED AS LIABILITIES IN THE FINANCIAL STATEMENTS. THE PORTION OF THE ACCOUNT DESIGNATED AS "BENEFICIAL INTEREST IN CHARITABLE LEAD TRUST" REPRESENTS THE PRESENT VALUE OF EXPECTED FUTURE CASH INFLOWS RECEIVED BY THE SOCIETY ON BEHALF OF SYLVAN HEIGHTS. THE SOCIETY RECOGNIZES THE PRESENT VALUE OF THE EXPECTED FUTURE CASH INFLOWS AND OFFSETTING LIABILITY UNTIL THE TRUST ASSETS ARE DISTRIBUTED. PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR THE BENEFIT OF THE ANIMALS AND/OR TO SUPPORT THE CONSERVATION PROGRAMS OF THE NORTH CAROLINA ZOO. PART X, LINE 2: THE SOCIETY EVALUATES ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A MORE-LIKELY-THAN-NOT THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF UNITRUST 39,933. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED NET OF REVENUE ON 990 -55,218. LOSS ON FIXED ASSET DISPOSAL -239. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES INCLUDED NET OF REVENUE ON 990 55,218. LOSS ON FIXED ASSET DISPOSAL 239. SCHEDULE D, PART V ENDOWMENT ACTIVITY FOR YEARS 2020 THROUGH 2023 HAS BEEN REVISED TO CONFORM TO CURRENT YEAR FINANCIAL STATEMENT PRESENTATION. X X X X X 1 KAY TAYLOR PO BOX 13004 RALEIGH NC 27605 CAPITAL CAMPAIGN SUPPORT 0 0 110400 -110400 110400 -110400 NC VA BOO AT THE ZOO 68157 68157 39110 WILD AT HEART GALA 65485 65485 16108 133642 133642 55218 55218 78424 SCHEDULE G, PART I, LINE 2B, COLUMN (V) CAPITAL CAMPAIGN SUPPORT X X X X 0 0 0 0 0 0 0 0 0 CHERYL ARMSTRONG EXECUTIVE DIRECTOR 188119 0 0 0 0 0 15150 0 9540 0 212809 0 0 0 X 29 253471 FAIR MARKET VALUE X SUPPLIES 100 67270 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR INDIVIDUAL REVIEW. IT IS REVIEWED IN DEPTH BY THE BOARD CHAIR AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C SOCIETY STAFF MEMBERS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY AS THEY BECOME AN EMPLOYEE. BOARD MEMBERS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY AS THEY BECOME A MEMBER. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE DIRECTOR OR EMPLOYEE MUST DISCLOSE THE POTENTIAL CONFLICT. THE DIRECTOR OR EMPLOYEE SHALL NOT VOTE ON NOR PARTICIPATE IN ANY ACTIVITIES WHEN HE OR SHE STANDS TO BENEFIT. FAILING TO COMPLY COULD LEAD TO DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT OR DIRECTORSHIP. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD'S COMPENSATION/PERSONNEL COMMITTEE. THE COMPENSATION COMMITTEE WILL CONDUCT AN ANNUAL REVIEW USING COMPARABILITY DATA (FROM IRS FORMS 990 OF OTHER ORGANIZATIONS) AND FROM COMPENSATION STUDIES TO DETERMINE AND APPROVE THE EXECUTIVE DIRECTOR'S SALARY. DISCUSSIONS WILL BE DOCUMENTED IN THE PERSONNEL MINUTES. THE DATA UPON WHICH THE DECISION WAS MADE WILL BE KEPT IN A PERMANENT RECORD. THE COMPENSATION/PERSONNEL COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S RECOMMENDATIONS FOR THE COMPENSATION FOR THE VARIOUS DEPARTMENTS WITHIN THE ZOO SOCIETY. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY WILL MAKE ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE 990S AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE SOCIETY'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF UNITRUST 39,933.