Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
ZMOTION RACING FOUNDATION INC
Employer identification number
80-0228554
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
232,404
783,666
633,807
762,005
713,041
3,124,923
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
0
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
4
Total. Add lines 1 through 3
232,404
783,666
633,807
762,005
713,041
3,124,923
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
0
6
Public support. Subtract line 5 from line 4.
3,124,923
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
232,404
783,666
633,807
762,005
713,041
3,124,923
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
0
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
0
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
0
11
Total support (Add lines 7 through 10).
3,124,923
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
100.000 %
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2012.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2011.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2012.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2011.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
12000229
Software Version:
2012v2.0
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
ZMOTION RACING FOUNDATION INC
Employer identification number
80-0228554
Identifier
Return Reference
Explanation
SCHEDULE OF VARIOUS PROGRAM SERVICE ACHIEVMENTS
Frank Starke Ride (7/2012) The Frank Stark Ride has been a tradition for the last 21 years. LIVELONG LIVESTRONG Walk / Run / Ride (10/2012) 2 day event at The GulfStream Park. Various selections of distances for walking or running on Saturday, and cycling ride on Sunday with supported SAG for all three levels A/B/C groups.South Broward Wheelers (11/2012) Adopt a bike & Special needs program, supports the purchase of bicycles, helmets, etc for underprivileged, needy families during the holidays. $2,500 to $5,000Kids Inlet Challenge (12/2012) Annual ride in support of the Kids In Distress. zMotion title sponsorship of $15,000 to $20,000, plus provide advertising & marketing promotion of event via media partners, produce radio & television spots, all collateral material, etc Also to generate greater event participation/greater fund raising $s, agree to arrange personal appearance of professional cyclist Tom Danielson Garmin Slipstream team.Everyone Rides (12/2012) Annual ride in support of Boys & Girls Club of Lee County. zMotion title sponsorship of $1,000 to $2,500, plus provide advertising & marketing promotion of event via media partners, produce radio & television spots, all collateral material, etc Also to generate greater event participation/greater fund raising $s, agree to arrange personal appearance of professional cyclist Tom Danielson Garmin Slipstream team.Ride Right Drive Right Advocacy Ride (2/2013) Main event to promote safety advocacy. Promotional material is now in place for all camps, and police departmentsTour de Broward (2/2013) Frank Sacco (CEO of Memorial Healthcare System) has requested zMotions involvement and support of the inaugural Tour de Broward which will benefit the Joe DiMaggio Childrens Hospital. Proposing title sponsorship of $5,000 to $10,000, plus provide advertising & marketing promotion of event via media partners, produce radio & television spots, all collateral material, etc Cycle for Life (3/2013) Cystic Fibrosis Foundation, Location will be The Esplanade Park in Fort Lauderdale. 30/65 mile route with SAG support. Estimated participation 700+ riders6th Annual SMILES Ride 4 Kids (3/2013) New ride / one route only. Starting point MardiGra CasinoSurvive The Drive (4/2013) The Dori Slosberg Foundation / Geico Insurance Promoting bicycle and driving safety advocacy. This will be a 4 day event totaling 400 miles starting at UCF to USF to Univ. of Tampa to UF to FSU and finishing at the steps of the Old Capitol.Pedal for Pal (4/2013) Cycle along beautiful A1A, US1 and other shoreline roads to raise money for the Police Athletic League Program of Palm Beach County. With ride lengths of 34, 62 or 100 miles. Well stocked rest stops. The Sheriffs Office Motor unit will provide escort.Tour De Force (4/2013) - Police charity bicycle ride is set to kick off April 14th in North Miami Beach and end in Daytona Beach Shores on April 18th. This is a 5-day ride that will pass through 42 law enforcement jurisdictions. Fully supported / police escorts provided by the Florida Highway Patrol, Sheriff's Departments and local Law Enforcement Agencies throughout the state. This is an awareness ride, not a race! Last year over 800 law enforcement personnel from across the state participated with over 30 riders completing the entire 270-mile trek to Daytona Beach Shores. This year's tour will benefit the families of all fallen Florida Law Enforcement Officers that were lost in the line of duty during 2012 Zimmermans MS 200 Bike Ride (4/2013) - Zimmerman employees, zMotion members and the local cycling community support this weekend event, riding from Homestead Speedway to Key Largo 100 miles each way, but there will be shorter routes as well. zMotion will also host various training camps, social events, packet pickup, breakfast rides in preparation of the ride. This will include providing nutritional, safety, basic 101, and fund raising efforts in support of this event. Mystic Force Foundation Ride (6/2013) Main objective is to raise awareness of Childhood Cancer and raise funds for research to bring less toxic, more effective treatment to these children.Anticipate receiving various charitable requests throughout the year and propose $15,000 to $20,000 for those misc. organization requests.
Form 990, Part VI, Line 19
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
No documents available to the public.
Form 990, Part VI, Line 11b
Form 990, Part VI, Line 11b: Form 990 Review Process
No review was or will be conducted.
Client Note 1 - ZMOTION RACING FOUNDATION INCFEI# 80-0228554FORM 990 FOR THE F/Y/E 5/31/13------------------------------ATTACHMENT TO SCHEDULE 0 - SCHEDULE OF VARIOUS PROGRAM SERVICE ACHIEVMENTS & PLANNING INITIATIVES----------------------------------------------------------------------------The ZMotion Initiative is for people to live stronger, longer and healthier lives through cycling. There are four components to the initiative Education, Inspiration, Participation and Funding. The focus is on the following:Cycling and Tri Education SeminarsCommunity Fitness Cycling and Tri Boot CampsEndurofit Program Cycling Safety ProgramsIndividual Fitness/Goal Tracking ProgramsCommunity Out Reach Ride and GalaCommunity Cycling, Runners and Swimmers ParticipationCharitable Fund RaisingEach of the above programs is focused on educating an individual about the health benefits of cycling, running and swimming, learning about teamwork and its affect on the community and other charitable purposes. The Community Cycling Participation program is designed to address the charitable purposes by taking what the zMotion members have learned, they give back to other charities by participating in charitable organized sports oriented activities and support community events. Our charitable efforts, via marketing and spreading the word by our membership base, continue to focus on driving awareness to the various community causes & the charitable aspects of the foundation. Following is a brief description of each of the programs:Education Programs Cycling, Running, and Tri Athlete Education Seminars: From October through May, there will be weekly seminars for approximately two hours each starting with the basics and building upon each point as the riders progress in the camps:1.Safety how to shift, how to ride with a group, how to be SAFE and much more2.Rules of the Road (Share the Road | Ride Right, Drive Right)3.Cycling, running, swimming guidelines4.How to cycle and how to cycle for life5.How to establish riding, running, and swimming schedules to complete races/events6.Health benefits7.Nutrition what to eat and how to prepare for a ride dont run out of steam8.Positive role model for the communityCommunity Fitness Cycling Camps and Tri Camps: Also from October through May, the weekly cycling camps will take what the riders have reviewed in the seminars and apply the skills and rules on the road. There are numerous camps ranging from beginner to advanced skill levels. As the riders become educated, fit and improve their skills they will be able to join camps of different skill levels. During the season, the riders will be given the opportunity to apply what they have learned in the seminars and boot camps by participating in a number of events, both pro and charity rides to fit their skill level. Following are just a few of the opportunities that are available:Weekly zMotion membership LiveLong LiveStrong Team Training Ride. This is a special zMotion Training ride along A1A with three groups A, B and C. Leaving from the Cove Restaurant every Saturday morning at 7:00 am. Location leaving from the Cove Restaurant Hillsboro Blvd & A1A, Estimated 100 riders. Frank Starke Ride. All ride hosted by the Boca Raton Bicycle Club, 30 or 62 mile options leaving from the Boca Raton City Hall. The Frank Stark Ride has been a tradition for the last 21 years. It features a scenic ride along the Atlantic coast from Boca Raton to the mansions in Palm Beach. This ride supports: Cyclists Rights in Your Community, Lance Armstrong Foundation & Leukemia and Lymphoma SocietyRide Right Drive Right Advocacy Ride 3rd Annual zMotion Membership kickoff event. Ride will start and finish at the Bank Atlantic Center. Offering a 30 or 65 mile course. Event provides opportunity for members and non-members to learn about zMotions mission, educational programs, bicycle advocacy and those local charities supported by their efforts. South Broward Wheelers Adopt-A-Bike Ride. This event is twofold, it gives the intermediate rider the option to implement what they have learned in a 32 or 62 mile ride in Western Broward along with Community Cycling Participation by support the adopt-a-bike program.Horrible Hundred in Clermont. Is another great event for the intermediate rider for course options of 35, 70 and 100 miles along quiet rural roads in Lake County. The century course includes all of Central Floridas Mountains located in Clermont FL, estimated over 2,000 riders.Kids Inlet Challenge. This annual event supports the Kids in Distress, a local charity which is a leading force & authority in prevention of child abuse, preservation of families and treatment of children who have been abused. zMotion is the title sponsor of this event which offers 100/62/30 mile ride options.Tour De Broward. This is an inaugural event in support of the Joe DiMaggio Childrens Hospital Foundation with the net proceeds going to the Dreams unit that cares for children diagnosed with cancer. zMotion has agreed to sponsor the event.Tour De Cure. This is an annual event offering 100/62/35/10 mile ride options in support of the American Diabetes Association. zMotion is supporting in conjunction with Coral Springs Parkland cycling club. 2013 Zimmerman MS 200 Bike Ride. Zimmerman Advertising is the title sponsor of the MS 200 Bike Ride. Zimmerman employees, zMotion members and the local cycling community support this weekend event, riding from Homestead Speedway to Key Largo 100 miles round trip. zMotion will also host various training camps, social events, packet pickup, breakfast rides in preparation of the ride. This will include providing nutritional, safety, basic 101, and fund raising efforts in support of this event. Wheels for Wellness Program: zMotion will provide bicycles to those community members that are interested in participating in the Community Fitness Cycling Camps, Individual Fitness Goal/Tracking Programs and Community Outreach Ride and Gala. Participants must commit to ongoing participation and fundraising efforts.Endurofit: Integrated Cycling Solution with dynamic coaching, measured performance and success are the result integrated facets will bring synergistically optimal results to the athlete. Endurofit utilizes an integrated, holistic approach to coaching that addresses the physical as well as the internal landscape of the individual to help them identify and overcome their performance limiters and achieve their highest vision for themselves. Endurofit will be performing a two day seminar at Zimmermans HQ in the month of March, 2013.Safety ProgramsCycling Safety Classes: zMotion develops outreach programs through local community venues to promote cycling and give safety outlines so that people can learn how to approach the sport safely. One of the main focuses in the safety classes will be the Share the Road and Ride Right/Drive Right Campaign. The brainchild of the founder of zMotion, Ride Right focuses on encouraging cyclists to obey traffic laws and ride no more than two abreast, while Drive Right focuses on making motorists aware of cycling laws, such as giving cyclists 3-fee of clearance when passing them. zMotion has worked with the Florida DOT to erect signs and local police departments to encourage them to uniformly enforce the biking laws. The Ride Right Drive Right Advocacy Ride is scheduled for February, 2nd 2013. Estimated over 1,000 ridersCommunity Cycling Participation and Community Out Reach RideCommunity Outreach and Cycling Participation: The zMotion race team has become Ambassadors to the sport of cycling by spreading the mission of zMotion beyond our local communities but also throughout the State. These Ambassadors, through their participation in the Florida Bicycle Racing Association (FBRA) events & races, charity rides and interacting with zMotion members spread the word about the health benefits of cycling, along with the good works zMotion is performing in the communities through the philanthropic, safety and educational programs. The Ambassadors spread the word about their individual success stories i.e. stories of individuals who had some health issues that has been curbed as a result of being engaged in zMotions education programs and training schedules. As Ambassadors to the sport of cycling, the zMotion team shows the positive benefits and promotes inspiration.FY 2012 Charitable Events, Organizations, Donations. For our fiscal year need to identify and agree on those charitable organizations, title sponsorship, donations, etc... The zMotion Racing Foundation would like to support.Frank Starke Ride (7/2012) The Frank Stark Ride has been a tradition for the last 21 years. LIVELONG LIVESTRONG Walk / Run / Ride (10/2012) 2 day event at The GulfStream Park. Various selections of distances for walking or running on Saturday, and cycling ride on Sunday with supported SAG for all three levels A/B/C groups.South Broward Wheelers (11/2012) Adopt a bike & Special needs program, s
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.