2025-08-13T09:19:26-05:00 2024-09-30 591818353 KAUFMAN ROSSIN & COPA 3310 MARY STREET SUITE 501 MIAMI FL 33133 990 2023-10-01 471711491 VIZCAYA MUSEUM AND GARDENS TRUST INC VIZC 3058608438 3251 SOUTH MIAMI AVENUE MIAMI FL 33129 JOEL HOFFMAN EXECUTIVE DIRECTOR/CEO 3058608438 2025-08-11 1 1 HEIDI SUAREZ CPA P01219886 3058585600 2025-08-11 2023 2025-03-06 01:10:19Z JOEL HOFFMAN 3251 SOUTH MIAMI AVENUE MIAMI FL 33129 26331349 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. 21 21 130 0 0 0 11047123 11754739 9867650 10834970 522887 627725 213111 179914 21650771 23397348 0 0 0 0 8882847 10545815 0 0 1112082 11325468 13579944 20208315 24125759 1442456 -728411 17938462 18993206 5262182 5818278 12676280 13174928 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 2476824 7925440 LEARNING AND COMMUNITY ENGAGEMENT:THE VISITOR EXPERIENCE AND COMMUNITY PARTNERSHIPS, PROGRAMS & INTERPRETATION DEPARTMENTS ENGAGE A BROAD PUBLIC THROUGH INNOVATIVE AND INCLUSIVE LEARNING OPPORTUNITIES, INCLUDING DAYTIME VISITATION EXPERIENCES AND SCHOOL AND COMMUNITY PROGRAMS. VIZCAYA WELCOMED 386,079 VISITORS LAST YEAR, INCLUDING 25,499 COMPLIMENTARY DAYTIME ADMISSIONS. 7850607 5413345 FACILITIES MAINTENANCE AND CAPITAL PROJECTS:THE FACILITIES DEPARTMENT OVERSEES THE MAINTENANCE OF THE CAMPUS AND IT ADVANCED NUMEROUS PRESERVATION-FOCUSED CAPITAL PROJECTS LAST YEAR, INCLUDING RENOVATION OF TWO HISTORIC BUILDINGS IN THE VIZCAYA VILLAGE. 4158545 312266 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. IN 2024, VIZCAYA ACQUIRED JAMES DEERING'S ORIGINAL 1916 STEINWAY PIANO FROM A PRIVATE COLLECTOR AND COMPLETED CONSERVATION OF THE CASINO CEILING MURAL AND RESTORATION OF THE BARGE. VIZCAYA ALSO ESTABLISHED URBAN AGRICULTURE PLOTS IN THE VILLAGE. 5315170 3175907 OTHER PROGRAMS:VIZCAYA'S SAFETY & SECURITY DEPARTMENT COMPLETED INSTALLATION OF NEW CAMERAS IN THE HOUSE; THE MARKETING DEPARTMENT LAUNCHED A NEW TELEVISION AD, BILLBOARD AND INFLUENCER RELATIONSHIPS TO BOOST VISITATION; TECHNOLOGY & DIGITAL INITIATIVES UPGRADED THE INSTITUTIONAL WEBSITE AND ACQUIRED A DIGITAL ASSET MANAGEMENT SYSTEM; THE FACILITY RENTALS DEPARTMENT WELCOMED 80 EVENING FACILITY RENTALS, 46 DAYTIME GARDEN CEREMONIES AND 36 COMMERCIAL PHOTO SHOOTS. 5315170 3175907 19801047 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 1 128 0 1 130 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 21 21 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 CHAIRMAN 3.00 0.00 X X 0 0 0 ADAM WOLMAN VICE CHAIRMAN 3.00 0.00 X X 0 0 0 TERRI CASTELLANO SECRETARY 3.00 0.00 X X 0 0 0 CHARLES SEITZ TREASURER 3.00 0.00 X X 0 0 0 LYDIA LOPEZ MAYORAL APPOINTEE 3.00 0.00 X 0 0 0 ODILON ALMEIDA DIRECTOR 3.00 0.00 X 0 0 0 LYNN ATKINSON 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 SANDY DORSAINVIL DIRECTOR 3.00 0.00 X 0 0 0 ANDRES V GIL DIRECTOR 3.00 0.00 X 0 0 0 CHRISTOPHER HUNT DIRECTOR 3.00 0.00 X 0 0 0 CATHY JONES DIRECTOR 3.00 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 LAURA MUNILLA 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 JOEL HOFFMAN EXECUTIVE DIRECTOR/CEO 40.00 0.00 X 437482 0 40280 STEPHANIE MAYER CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 204579 0 31064 ALBERT MONTES CFO/COO 40.00 0.00 X 194850 0 41849 WENDY WOLF CHIEF ENGAGEMENT OFFICER 40.00 0.00 X 181550 0 23869 MARTHA DIXON CHIEF FACILITIES OFFICER 41.00 0.00 X 150566 0 30823 CHARLOTTE DONN CHIEF MARKETING OFFICER 40.00 0.00 X 155409 0 20282 IAN SIMPKINS SENIOR DIRECTOR OF HORTICULTURE & SUSTAINABILITY 40.00 0.00 X 144676 0 25600 CASSIUS MOORE DIRECTOR OF CAPITAL PROJECTS 43.00 0.00 X 133699 0 17835 TRACY KAMERER DIRECTOR OF ART & ARTIFACTS STEWARDSHIP 40.00 0.00 X 128894 0 27284 SANDRA WILLIAMS HUMAN RESOURCES DIRECTOR 40.00 0.00 X 119728 0 19857 OLGA DENIS DIRECTOR OF FINANCE 40.00 0.00 X 129018 0 29467 1980451 0 308210 18 0 1 0 GECKO GROUP INC 120 MADEIRA AVE CORAL GABLES FL 33134 ARCH & ENG CONSTRUCTIONS 2261732 TGSV ENTERPRISES INC 1301 WEST 68TH STREET SUITE A HIALEAH FL 33014 CONSERVATION SERVICES 1909904 EXTREME SECURITY SYSTEMS CORP 3467 NW 82 COURT DORAL FL 33122 SECURITY SERVICES 765501 RLA CONSERVATION LLC 5418 PACKARD STREET LOS ANGELES CA 90019 CONSERVATION SERVICES 579775 LOGISTIC EVENTS CORP 8355 W FLAGLER STREET SUITE 259 MIAMI FL 33144 TENT RENTALS 424731 5 1450224 9029742 1274773 11754739 ADMISSIONS 900099 6404070 6404070 FACILITY RENTALS 900099 2909530 2909530 PHOTOGRAPH AND FILM PERMITS 900099 1059645 1059645 MEMBERSHIPS 900099 239530 239530 PROGRAM INCOME 900099 222195 222195 10834970 698179 698179 2539234 2609688 -70454 -70454 -70454 237850 1450224 324313 -86463 -86463 MISCELLANEOUS INCOME 900099 266377 266377 266377 23397348 11101347 0 541262 X 1578403 1212884 123684 241835 6798679 5540466 742451 515762 253192 206334 27650 19208 1331250 1122188 104131 104931 584291 471305 61522 51464 39121 39121 112667 112667 55841 55841 1367760 1253196 39306 75258 281539 249843 522 31174 293654 205339 74087 14228 551346 408867 138397 4082 141096 139533 1563 405913 28 403557 2328 IMPROVEMENTS TO VIZCAYA 6906528 6906528 UTILITIES 960069 5999 954070 BUILDING AND LANDSCAPE 857474 852901 476 4097 RENTAL AND LEASES 627398 615762 11636 979538 570753 372706 36079 24125759 19801047 3212630 1112082 7447788 6677224 609633 401805 1193446 1571857 219539 433239 989634 540912 333170 448722 8134886 9460359 17938462 18993206 2736556 3406276 2525626 2412002 5262182 5818278 X 8672974 8931964 4003306 4242964 12676280 13174928 17938462 18993206 -728411 1227059 0 X X 0 1 X 1 0 X 6122725 4122176 5968718 11117744 11754739 39086102 6122725 4122176 5968718 11117744 11754739 39086102 39086102 225249 46674 142208 904134 698179 2016444 87065 2347136 225448 228890 266377 3154916 44257462 39801220 0.88320 0.87370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3256465 777016 4033481 2915189 341276 3256465 3557112 -641922 2915190 3001332 555780 3557112 2875185 245588 119441 3001332 0 0 0 0 989634 540912 448722 0 448722 X 24892879 1227059 324313 1551372 23341507 55841 55841 23397348 24394231 324313 324313 24069918 55841 55841 24125759 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 990 PART VIII, LINE 8B PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON 990 PART VIII, LINE 8B VIZCAYA BALL 1131575 978475 153100 11548 122842 86663 1830 PRESERVATION LUNCHEON 556499 471749 84750 11210 62072 27598 550 1688074 1450224 237850 22758 184914 114261 2380 324313 -86463 X X X X X X 0 0 0 0 0 0 0 0 0 JOEL HOFFMAN EXECUTIVE DIRECTOR/CEO 357074 0 0 0 80408 0 28605 0 11675 0 477762 0 0 0 ALBERT MONTES CFO/COO 192455 0 2000 0 395 0 12647 0 29202 0 236699 0 0 0 STEPHANIE MAYER CHIEF ADVANCEMENT OFFICER 202184 0 2000 0 395 0 13644 0 17420 0 235643 0 0 0 WENDY WOLF CHIEF ENGAGEMENT OFFICER 177229 0 4000 0 321 0 12426 0 11443 0 205419 0 0 0 MARTHA DIXON CHIEF FACILITIES OFFICER 148314 0 2000 0 252 0 2156 0 28667 0 181389 0 0 0 CHARLOTTE DONN CHIEF MARKETING OFFICER 151145 0 4000 0 264 0 9135 0 11147 0 175691 0 0 0 IAN SIMPKINS SENIOR DIRECTOR OF HORTICULTURE & SU 140437 0 4000 0 239 0 14102 0 11498 0 170276 0 0 0 OLGA DENIS DIRECTOR OF FINANCE 126815 0 2000 0 203 0 11815 0 17652 0 158485 0 0 0 TRACY KAMERER DIRECTOR OF ART & ARTIFACTS STEWARDS 124671 0 4000 0 223 0 9139 0 18145 0 156178 0 0 0 CASSIUS MOORE DIRECTOR OF CAPITAL PROJECTS 131481 0 2000 0 218 0 0 0 17835 0 151534 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-DATE 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 THE BOARD OF DIRECTORS ESTABLISHED THE EXECUTIVE DIRECTOR/CEO'S INITIAL COMPENSATION BASED ON AN INDEPENDENT CONSULTANT'S COMPENSATION STUDY AND REVIEW OF PUBLICLY AVAILABLE PEER 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 24E MERCHANT SERVICES & BANK CHARGES: PROGRAM SERVICE EXPENSES 72. MANAGEMENT AND GENERAL EXPENSES 305,540. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 305,612. FURNITURE AND EQUIPMENT: PROGRAM SERVICE EXPENSES 241,408. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 241,408. EVENTS: PROGRAM SERVICE EXPENSES 154,247. MANAGEMENT AND GENERAL EXPENSES 5,592. FUNDRAISING EXPENSES 30,736. TOTAL EXPENSES 190,575. PROFESSIONAL DEVELOPMENT AND TRAVEL: PROGRAM SERVICE EXPENSES 76,969. MANAGEMENT AND GENERAL EXPENSES 13,809. FUNDRAISING EXPENSES 3,174. TOTAL EXPENSES 93,952. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 49,158. MANAGEMENT AND GENERAL EXPENSES 696. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,854. TRANSPORTATION: PROGRAM SERVICE EXPENSES 43,888. MANAGEMENT AND GENERAL EXPENSES 150. FUNDRAISING EXPENSES 2,169. TOTAL EXPENSES 46,207. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 29,627. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,627. RECRUITMENT: PROGRAM SERVICE EXPENSES 5,011. MANAGEMENT AND GENERAL EXPENSES 15,792. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,803. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,500. 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 9029742 COST REPLACEMENT GRANTS MIAMI-DADE COUNTY FLORIDA R 6906528 COST BASIS