2024-06-28T14:32:12-05:00 2023-09-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2022-10-01 591319010 JACKSONVILLE ZOOLOGICAL SOCIETY INC JACK 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 322185799 HOLLY A ELLIS CHIEF FINANCIAL OFFICER 9047574463 2024-06-27 1 HOLLY ELLIS 999009999 0 ROBERT T LOVERICH P00218080 9043965831 2024-06-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JACKSONVILLE ZOO AND GARDENS HOLLY A ELLIS 370 ZOO PARKWAY JACKSONVILLE FL 32218 41068879 0 X WWW.JAXZOO.ORG X 1970 FL THE JACKSONVILLE ZOO & GARDENS' MISSION IS CONNECTING OUR COMMUNITY WITH WILDLIFE AND WILD PLACES. OUR VISION IS A VIBRANT COMMUNITY ENERGIZED BY A CONNECTION TO NATURE THAT ENRICHES LIVES AND INSPIRES ALL TO PRESERVE AND PROTECT OUR NATIONAL WORLD. 26 26 498 400 0 0 18032401 16484541 12230259 14395252 6541 773527 5067218 5648898 35336419 37302218 310810 428623 0 0 14318378 15277075 0 0 893210 11963938 13662222 26593126 29367920 8743293 7934298 81018008 89637100 2894835 3579629 78123173 86057471 THE JACKSONVILLE ZOO & GARDENS' MISSION IS CONNECTING OUR COMMUNITY WITH WILDLIFE AND WILD PLACES. OUR VISION IS A VIBRANT COMMUNITY ENERGIZED BY A CONNECTION TO NATURE THAT ENRICHES LIVES AND INSPIRES ALL TO PRESERVE AND PROTECT OUR NATIONAL WORLD. 0 0 24112468 428623 14596435 OPERATION AND MAINTENANCE OF ZOOLOGICAL AND BOTANICAL GARDENS FOR PUBLIC ENJOYMENT. THE JACKSONVILLE ZOOLOGICAL SOCIETY, INC. OPERATES AND MAINTAINS THE JACKSONVILLE ZOO & GARDENS, A 119 ACRE FACILITY ACCREDITED BY THE AMERICAN ZOO & AQUARIUM ASSOCIATION (AZA). 836,829 GUESTS VISITED THE ZOO WITH ITS AWARD WINNING ANIMAL AND BOTANICAL EXHIBITS, AND OVER 100,000 GUESTS ENJOYED SPECIFIC EDUCATIONAL PROGRAMS, IN ADDITION TO THOSE EDUCATIONAL EXPERIENCES THROUGHOUT THE PARK. 24112468 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 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 71 0 1 498 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X HOLLY ELLIS 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 32218 TONY VECCHIO EXECUTIVE DIRECTOR (PARTIAL YEAR) 40.00 X 394042 0 13810 TERESA KENNEDY CHIEF OPERATING OFFICER (PARTIAL YEAR) 40.00 X 201796 0 40001 JEFF ETTLING PRESIDENT & CEO 40.00 X 183687 0 15939 HOLLY ELLIS CHIEF FINANCIAL OFFICER 40.00 X 143307 0 18983 NIKKI SMITH CHIEF PHILANTHROPY OFFICER 40.00 X 123700 0 12308 CHARLES GED BOARD CHAIR 4.00 X X 0 0 0 LUCIA LINDSEY VICE CHAIR - CAPITAL CAMPA 4.00 X X 0 0 0 KAREN ESTELLA SMITH VICE CHAIR - GARDEN AND AR 3.00 X X 0 0 0 KERRI STEWART VICE CHAIR - SPECIAL PROJE 3.00 X X 0 0 0 ANNE MARIE CUSHMAC VICE CHAIR - GOVERNANCE 3.00 X X 0 0 0 SALAMANN WAHIDI VICE CHAIR - ANIMAL CARE 3.00 X X 0 0 0 PAULA RENFRO VICE CHAIR - EDUCATION 3.00 X X 0 0 0 GEORGE MIKES TREASURER AND VP OF FINANC 4.00 X X 0 0 0 MISSY PETERS SECRETARY 3.00 X X 0 0 0 BARNWELL LANE BOARD MEMBER 1.00 X 0 0 0 JOEL SWANSON BOARD MEMBER 1.00 X 0 0 0 PAUL SANDLER BOARD MEMBER 1.00 X 0 0 0 RENE KURZIUS BOARD MEMBER 1.00 X 0 0 0 SCOTT CHAMBERLAYNE BOARD MEMBER 1.00 X 0 0 0 SCOTT WITT BOARD MEMBER 1.00 X 0 0 0 PAUL BLACKSTONE BOARD MEMBER 1.00 X 0 0 0 JONATHAN COLES BOARD MEMBER 1.00 X 0 0 0 KENYONN DEMPS BOARD MEMBER 1.00 X 0 0 0 LEANNA CUMBER BOARD MEMBER 1.00 X 0 0 0 CLINT PYLE BOARD MEMBER 1.00 X 0 0 0 PARAM SAHNI BOARD MEMBER 1.00 X 0 0 0 LEANNE CRYER BOARD MEMBER 1.00 X 0 0 0 DONNA DEEGAN BOARD MEMBER 1.00 X 0 0 0 AL FERRARO BOARD MEMBER 1.00 X 0 0 0 DAN FIELDS BOARD MEMBER 1.00 X 0 0 0 CYRUS MOSHIREE BOARD MEMBER 1.00 X 0 0 0 1046532 0 101041 7 0 1 0 DASHER HURST ARCHITECTS PA 1022 PARK STREET SUITE 309 JACKSONVILLE FL 32204 ARCHITECTURAL SERVICES 1033495 CLEAN SLATE HOSPITALITY 2740 LOJA STREET ST AUGUSTINE FL 32084 FOOD & BEVERAGE MANAGEMENT SERVICE 719344 THE KALEEL JAMISON CONSULTING GRP INC 500 FEDERAL STREET SUITE 302 TROY NY 12180 CONSULTING SERVICES 472135 JB COXWELL CONTRACTING INC 6741 LLOYD ROAD WEST JACKSONVILLE FL 32254 CONSTRUCTION SERVICES 465952 SCENARIO COCKRAM USA INC 605 8TH STREET SAN FERNANDO CA 91340 CONSTRUCTION SERVICES 320730 11 3530356 62500 3423319 9468366 83415 16484541 ADMISSIONS 713990 10712284 10712284 ATTRACTIONS 713990 2655420 2655420 EDUCATION PROGRAMS 713990 500588 500588 GROUP SALES 713990 476146 476146 OTHER 713990 50814 50814 14395252 779137 779137 49214 0 49214 49214 49214 1168 6778 -5610 -5610 -5610 2644781 62500 1290623 1354158 1354158 6562817 2469260 4093557 4093557 MISC INCOME 900099 151969 151969 151969 37302218 14596435 0 6221242 316229 316229 112394 112394 472097 424887 47210 11661056 9718032 1504717 438307 238138 200046 27781 10311 1911558 1604478 232794 74286 994226 813940 143636 36650 50940 50940 60900 60900 2387158 1727586 612816 46756 301934 301934 477193 386446 80164 10583 272051 217640 40808 13603 2099268 1797724 240693 60851 6604 6604 3302207 3137096 99067 66044 969587 775670 145438 48479 ANIMAL EXHIBITS, CONSER 2364217 2364175 42 0 MISCELLANEOUS 695142 62244 607824 25074 REPAIRS & MAINTENANCE 410728 408920 1699 109 STAFF DEVELOPMENT 207381 156010 37389 13982 56912 11904 44043 965 29367920 24112468 4362242 893210 15689043 18664534 5650918 5440581 837416 3423312 389968 1178945 285332 341204 652498 828263 108778127 49318451 57217150 59459676 295683 290501 0 10084 81018008 89637100 1445434 2007999 1449401 1571630 2894835 3579629 X 74044322 75614597 4078851 10442874 78123173 86057471 81018008 89637100 7934298 0 X X 0 1 X 1 0 X 9521909 11790456 10488978 18032401 16484541 66318285 9521909 11790456 10488978 18032401 16484541 66318285 823381 65494904 -1765 32912 53258 75583 828351 988339 247126 342992 907740 1172328 1354158 4024344 71330968 30486793 0.91820 0.95060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5103107 5103107 91271817 43214513 48057304 6157524 4111518 2046006 6245679 1992420 4253259 59459676 X 41068879 3766661 3766661 37302218 0 37302218 33134581 3766661 3766661 29367920 0 29367920 PART V, LINE 4: BOARD DESIGNATED OR QUASI-ENDOWMENT FUNDS ARE TO BE HELD TO GENERATE UNRESTRICTED INCOME FOR THE JACKSONVILLE ZOO AND GARDENS AND TO BE HELD AS EMERGENCY FUNDS AS PART OF THE BUSINESS CONTINUITY PLAN. PART X, LINE 2: THE SOCIETY HAS RECEIVED A TAX DETERMINATION LETTER DATED MAY 31, 1971, UPDATED ON JUNE 21, 2002, FROM THE INTERNAL REVENUE SERVICE SPECIFYING THAT THE SOCIETY IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). AS SUCH, THE SOCIETY IS NOT TAXED ON INCOME RELATED TO ITS EXEMPT PURPOSES. THE SOCIETY APPLIES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES RELATED TO INCOME TAX UNCERTAINTIES. THE SOCIETY HAS DETERMINED THAT THERE WERE NO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS ARE 2020 AND FORWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 6,778. COST OF GOODS SOLD 2,469,260. FUNDRAISING EXPENSES 1,290,623. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 6,778. COST OF GOODS SOLD 2,469,260. FUNDRAISING EXPENSES 1,290,623. 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS IN THE REGION 18742 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS TO RECIPIENTS IN THE REGION 26000 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS IN THE REGION 5000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS IN THE REGION 9000 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS IN THE REGION 11690 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS IN THE REGION 6862 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS IN THE REGION 10100 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS IN THE REGION 25000 0 0 0 0 0 0 112394 0 112394 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPPORT FOR AFRICAN ELEPHANT, BOTSWANA 18742 CASH PAYMENT 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, CONSERVATION SUPPORT FOR GIANT ARMADILLO - COMMUNITY OFFICER POSITION, BRAZIL 26000 CASH PAYMENT 0 SUB-SAHARAN AFRICA CONSERVATION SUPPORT FOR CHICK BOLSTERING PROJECT 9000 CASH PAYMENT 0 RUSSIA AND NEIGHBORING STATES CONSERVATION SUPPORT FOR ARMENIAN VIPER 11690 CASH PAYMENT 0 NORTH AMERICA CONSERVATION SUPPORT FOR ANTILLEAN MANATEE CARE 6862 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC CONSERVATON SUPPORT FOR CASSOWARY SURVEY 10100 CASH PAYMENT 0 SOUTH AMERICA CONVERSATION SUPPORT FOR JAGUAR MONITORING 25000 CASH PAYMENT 0 6 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SPOOKTACULAR 1310567 42500 1268067 111526 146700 257521 ZOOLIGHTS 647590 0 647590 63876 68925 139092 8 749124 20000 729124 140691 150777 211515 2707281 62500 2644781 316093 366402 608128 1290623 1354158 1 UNIVERSITY OF NORTH FLORIDA - COLLEGE OF ARTS & SCIENCES 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 GOV 20000 0 ANIMAL BEHAVIOR RESEARCH - $20,000 WILDLIFE CONSERVATION GLOBAL INC 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 25000 0 CONSERVATION SUPPORT - OKAPI CONSERVATION INTERNATIONAL RHINO FOUNDATION 201 MAIN STREET SUITE 2600 FORT WORTH TX 76102 752815706 501(C)(3) 48000 0 CONSERVATION SUPPORT - BUKIT SELATAN NATIONAL RHINO PROTECTION UNITS SOUTH-EAST ZOO ALLIANCE FOR REPRODUCTION & CONSERVATION 581705 WHITE OAK ROAD YULEE FL 32097 275075817 501(C)(3) 20000 0 CONSERVATION SUPPORT SAVE THE MANATEE CLUB 500 N MAITLAND AVE STE 210 MAITLAND FL 32751 593131709 501(C)(3) 15000 0 CONSERVATION SUPPORT - MANATEE RESCUE & REHABILITATION FRIENDS OF BONOBOSLOLA YA BONOBO-USA 3520 KANGAROO DRIVE P O BOX 2652 DURHAM NC 27715 200347301 501(C)(3) 23220 0 CONSERVATION SUPPORT - LOLA YA BONOBO SANCTUARY UF FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 590974739 501(C)(3) 53157 0 CONSERVATION SUPPORT - GUYANA WILDLIFE CONSERVATION INITIATIVE GIRAFFE CONSERVATION FOUNDATION USA 17 S MAGNOLIA AVENUE ORLANDO FL 32801 812749463 501(C)(3) 7500 0 CONSERVATION SUPPORT - KORODFAN GIRAFFE MONITORING, GARAMBA NATIONAL PARK IN CONGO WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI STREET SAN FRANCISCO CA CA 94107 300108469 501(C)(3) 10000 0 CONSERVATION SUPPORT - GREVY ZEBRAS - $5,000, CHEETAH CONSERVATION BOTSWANA - $5,000 INTERNATIONAL IGUANA FOUNDATION 1989 COLONIAL PARKWAY FORT WORTH TX 76110 752954637 501(C)(3) 10000 0 CONSERVATION SUPPORT - IGUANA CONSERVATION NAPLES ZOO 1590 GOODLETTE ROAD NAPLES FL 34102 562412630 501(C)(3) 14447 0 CONVERSATION SUPPORT - MADAGASCAR FAUNA & FLORA GROUP, QUARANTINE FACILITIES AND MONTHLY PATROLS SAVE GIRAFFES NOW 8333 DOUGLAS AVE SUITE 300 DALLAS TX 75225 834423842 501(C)(3) 5305 0 CONVERVATION SUPPORT - GIRAFFE CONSERVATION ZOO CONSERVATION OUTREACH GROUP 3901 FULTON STREET NW UNIT 303 WASHINGTON DC 20007 752376327 501(C)(3) 18500 0 CONSERVATON SUPPORT - ZCOB SCHOLARSHIP PROGRAM, PROGRAM SUPPORT, CHINCHILLA RECOVERY AND CONSERVATON COASTAL PLAINS INSTITUTE 46 KINSEY ROAD CRAWFORDVILLE FL 32327 592531039 501(C)(3) 7100 0 CONSERVATION SUPPORT - APALACHICOLA NATIONAL FOREST, STRIPED NEWT PROGRAM PAN AFRICAN SANCTUARIES ALLIANCE 3426 SW ARNOLD STREET PORTLAND OR 97219 223878683 501(C)(3) 29000 0 CONSERVATION SUPPORT - KINSHASA BASED WILDLIFE TRACKING COORDINATOR, MONKEY NURSERY 15 0 PART I, LINE 2: THE ORGANIZATION PROVIDES RECIPIENT ORGANIZATIONS ASSISTANCE CONSIDERED TO BE DONATIONS IN SUPPORT OF CONSERVATION ACTIVITIES RATHER THAN GRANT FUNDING; THUS, THE ORGANIZATION DOES NOT REQUIRE FORMAL ON-GOING MONITORING. THE ORGANIZATION DOES ENSURE THAT EACH RECIPIENT IS A REPUTABLE CHARITABLE ORGANIZATION WITH CONSERVATION EFFORTS THAT ALIGN WITH OUR MISSION AND THAT FIT IN WITH THE AREAS OF INTEREST TO THE ZOO AND ITS STAFF BEFORE PROVIDING ASSISTANCE. THE ORGANIZATION ALSO EMPLOYS A CONSERVATION MANAGER WHO WORKS WITH THE EXECUTIVE DIRECTOR AND DEPUTY DIRECTOR OF ANIMAL CARE & CONSERVATION TO MONITOR CONSERVATION ASSISTANCE TO ENSURE THEY ARE USED FOR PROPER CONSERVATION PURPOSES, WHICH MAY INCLUDE REPORTING BY THE RECIPIENT ORGANIZATION, AS APPLICABLE AND APPROPRIATE. CONSERVATION PROJECT ACTIVITIES ARE PRESENTED AND REVIEWED BY THE CONSERVATION ANIMAL CARE COMMITTEE. X X X 0 1 0 0 0 0 0 0 0 TONY VECCHIO EXECUTIVE DIRECTOR (PARTIAL YEAR) 100006 0 75000 0 219036 0 7968 0 5842 0 407852 0 219036 0 TERESA KENNEDY CHIEF OPERATING OFFICER (PARTIAL YEA 201796 0 0 0 0 0 32015 0 7986 0 241797 0 0 0 JEFF ETTLING PRESIDENT & CEO 166186 0 15000 0 2501 0 0 0 15939 0 199626 0 0 0 HOLLY ELLIS CHIEF FINANCIAL OFFICER 143307 0 0 0 0 0 7262 0 11721 0 162290 0 0 0 PART I, LINE 3 EXECUTIVE COMMITTEE APPROVES COMPENSATION FOR EXECUTIVE DIRECTOR USING COMPARABLE DATA FROM SIMILAR ORGANIZATIONS. PART I, LINE 4B 457(B)RETIREMENT PLAN - TONY VECCHIO - $219,035.87 (PAID OUT) AND TERESA KENNEDY - $23,057.81 (DEFERRED) FOR FOR 2022 TAX CALENDAR YEAR. X 2 58262 STOCK EXCHANGE X SPECIAL EVENTS ITEMS 70 23185 ESTIMATED FMV X ANIMAL SUPPLIES 3 1515 ESTIMATED FMV X PLANTS 1 453 ESTIMATED FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 KEANNA CUMBER, LEEANN CRYER, DONNA DEEGAN AND AL FERRARO HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER, EXECUTIVE DIRECTOR AND BOARD TREASURER. THE IRS FORM 990 IS ALSO DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER, PRESIDENT/CEO AND BOARD FINANCE CHAIR/TREASURER. THE IRS FORM 990 IS ALSO DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION REQUIRES EACH DIRECTOR TO SIGN A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE ANNUALLY. ALL TRANSACTIONS IN WHICH A FIDUCIARY RELATIONSHIP HAS BEEN REPORTED ARE REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPARABILITY DATA SUCH AS COMPENSATION SURVEYS WERE PROVIDED FOR COMMITTEE REVIEW. EXECUTIVE DIRECTOR DETERMINES COMPENSATION OF ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON ORAL OR WRITTEN REQUEST. FORM 990, PART XI, LINE 2C: THE PROCESS OF THE ORGANIZATIONS AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEAR. PART VI, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE THAT HAS THE POWER TO MAKE BINDING DECISONS ON BEHALF OF THE BOARD OF DIRECTORS.