2025-06-12T12:50:58-05:00 2024-09-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2023-10-01 591319010 JACKSONVILLE ZOOLOGICAL SOCIETY INC JACK 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 322185799 HOLLY A ELLIS CHIEF FINANCIAL OFFICER 9047574463 2025-06-10 1 0 ROBERT T LOVERICH P00218080 9043965831 2025-06-10 2023 2025-03-06 01:10:19Z JACKSONVILLE ZOO AND GARDENS HOLLY A ELLIS 370 ZOO PARKWAY JACKSONVILLE FL 322185799 43344558 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. 25 25 523 400 0 0 16484541 20064870 14395252 14262741 773527 786710 5648898 4171938 37302218 39286259 428623 471348 0 0 15277075 13447678 0 0 913499 13662222 15510185 29367920 29429211 7934298 9857048 89637100 103787794 3579629 7873275 86057471 95914519 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 24117785 471348 14311573 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). 866,072 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. 24117785 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 72 0 1 523 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 LUCIA LINDSEY BOARD CHAIR 3.00 X X 0 0 0 GEORGE MIKES TREASURER AND VP OF FINANC 4.00 X X 0 0 0 ANNE MARIE CUSHMAC VICE CHAIR - GOVERNANCE 3.00 X X 0 0 0 PAULA RENFRO VICE CHAIR - EDUCATION 3.00 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 SALAMANN WAHIDI VICE CHAIR - ANIMAL CARE 3.00 X X 0 0 0 KELLY COKER-DANIEL SECRETARY 3.00 X X 0 0 0 CHARLES GED IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 KELLI O'LEARY MAYORAL APPOINTEE 3.00 X 0 0 0 KEN AMARO BOARD MEMBER 1.00 X 0 0 0 SCOTT CHAMBERLAYNE BOARD MEMBER 1.00 X 0 0 0 LEANN CUMBER BOARD MEMBER 1.00 X 0 0 0 DONNA DEEGAN BOARD MEMBER 1.00 X 0 0 0 KENYONN DEMPS BOARD MEMBER 1.00 X 0 0 0 DAN FIELDS BOARD MEMBER 1.00 X 0 0 0 MIKE GAY BOARD MEMBER 1.00 X 0 0 0 WILLIE GONZALEZ BOARD MEMBER 1.00 X 0 0 0 RENE KURZIUS BOARD MEMBER 1.00 X 0 0 0 MISSY PETERS BOARD MEMBER 1.00 X 0 0 0 PAMELA PHILLIPS 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 JOEL SWANSON BOARD MEMBER 1.00 X 0 0 0 SCOTT WITT BOARD MEMBER 1.00 X 0 0 0 TERESA KENNEDY CHIEF OPERATING OFFICER 40.00 X 105143 0 10195 HOLLY ELLIS CHIEF FINANCIAL OFFICER 40.00 X 174891 0 22429 JEFF ETTLING PRESIDENT/CEO 40.00 X 256044 0 45521 NIKKI SMITH CHIEF PHILANTHROPY OFFICER 40.00 X 149148 0 14409 DAVAD HAGAN CHIEF LIFE SCIENCES OFFICER 40.00 X 139506 0 13068 PAULA SHIELDS CHIEF PEOPLE & CULTURE OFFICER 40.00 X 121095 0 21239 ANITA MARTIN DIRECTOR OF ACCOUNTING/CONTROLLER 40.00 X 110014 0 13645 1055841 0 140506 10 0 1 0 DASHER HURST ARCHITECTS PA 1022 PARK STREET SUITE 309 JACKSONVILLE FL 32204 ARCHITECTURAL SERVICES 2095826 CLEAN SLATE HOSPITALITY 2740 LOJA STREET ST AUGUSTINE FL 32084 FOOD AND BEVERAGE MANAGEMENT SERVICES 1160836 DANIS CONSTRUCTION LLC 3223 NEWMARK DRIVE MIAMISBURG OH 45342 CONSTRUCTION SERVICES 418804 THE KALEEL JAMISON CONSULTING GRP INC 500 FEDERAL STREET SUITE 302 TROY NY 12180 CONSULTING SERVICES 371985 SCARLETT ENTERTAINMENT INC 10 COLLETON RIVER DRIVE HENDERSON NV 89052 ENTERTAINMENT SERVICES 246475 8 3426760 209750 12824468 3603892 140655 20064870 ADMISSIONS 713990 10232820 10232820 ATTRACTIONS 713990 2283176 2283176 EDUCATION PROGRAMS 713990 1146121 1146121 GROUP SALES 713990 550813 550813 OTHER 713990 49811 49811 14262741 1016676 1016676 48832 0 48832 48832 48832 675 230641 -229966 -229966 -229966 4729051 209750 3127844 1601207 1601207 3045431 699814 2345617 2345617 MISC INCOME 900099 176282 176282 176282 39286259 14311573 0 4909816 374077 374077 97271 97271 547550 492795 54755 9491683 7615762 1412495 463426 250309 218719 23956 7634 2180421 1827825 270584 82012 977715 797844 140796 39075 29357 29357 63300 63300 2039312 1348254 673417 17641 736630 736630 451500 382448 59591 9461 344562 275650 51684 17228 1968060 1699218 210736 58106 8813 8813 3302559 3125899 105996 70664 1174667 939734 176200 58733 ANIMAL EXHIBITS, CONSER 4039550 4039550 MISCELLANEOUS 855640 272320 560627 22693 REPAIRS & MAINTENANCE 240736 238656 1666 414 STAFF DEVELOPMENT 181907 114640 57303 9964 73592 13288 58611 1693 29429211 24117785 4397927 913499 18664534 9455634 5440581 5698702 3423312 3642315 1178945 3937610 341204 0 828263 1324844 131227900 51800326 59459676 79427574 290501 280187 10084 20928 89637100 103787794 2007999 6407510 1571630 1465765 3579629 7873275 X 75614597 93543748 10442874 2370771 86057471 95914519 89637100 103787794 9857048 0 X X 0 1 X 1 0 X 11790456 10488978 18032401 16484541 20064870 76861246 11790456 10488978 18032401 16484541 20064870 76861246 565071 76296175 32912 53258 75583 828351 1016676 2006780 342992 907740 1172328 1354158 1601207 5378425 84246451 29872869 0.90560 0.91820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5103107 5103107 92185462 45117812 47067650 7106163 4673452 2432711 26833168 2009062 24824106 79427574 X 43344558 4058299 4058299 39286259 0 39286259 33487510 4058299 4058299 29429211 0 29429211 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, 2024 AND 2023. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS ARE 2021 AND FORWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 230,641. COST OF GOODS SOLD 699,814. FUNDRAISING EXPENSES 3,127,844. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 230,641. COST OF GOODS SOLD 699,814. FUNDRAISING EXPENSES 3,127,844. 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS TO RECIPIENTS IN THE REGION 31500 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS IN THE REGION 24081 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS IN THE REGION 11690 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS IN THE REGION 20000 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS IN THE REGION 10000 0 0 0 0 0 0 97271 0 97271 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPPORT FOR AFRICAN ELEPHANT, BOTSWANA 20000 CASH PAYMENT 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, CONSERVATION SUPPORT FOR GIANT ARMADILLO - COMMUNITY OFFICER POSITION, BRAZIL 13000 CASH PAYMENT 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, CONSERVATION SUPPORT FOR BONGO SURVEILLANCE PROJECT - UNIFORMS/CAMERA TRAPS 9819 CASH PAYMENT 0 SUB-SAHARAN AFRICA CONSERVATION SUPPORT FOR CHICK BOLSTERING PROJECT 14262 CASH PAYMENT 0 RUSSIA AND NEIGHBORING STATES CONSERVATION SUPPORT FOR ARMENIAN VIPER CONSERVATION 11690 0 SOUTH AMERICA CONSERVATION SUPPORT FOR COFFEE NURSERY PROJECT - COLUMBIA 10000 0 EAST ASIA AND THE PACIFIC CONSERVATION SUPPORT FOR CASSOWARY SURVEY - PALUMA RANGE NP (SOUTH) 10000 0 SOUTH AMERICA CONSERVATION SUPPORT TO ASSIST WITH PURCHASE OF ROMAINE LETTUCE FOR MANATEE FOOD 8500 0 7 1 0 0 0 0 0 0 SPOOKTACULAR 1352383 30000 1322383 137605 204200 264096 COLORS OF THE WIND 2854226 111250 2742976 198477 67235 1585913 9 732192 68500 663692 106768 82902 480648 4938801 209750 4729051 442850 354337 2330657 3127844 1601207 1 UNIVERSITY OF NORTH FLORIDA - COLLEGE OF ARTS & SCIENCES 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 115 20000 0 ANIMAL BEHAVIOR RESEARCH - ANIMAL BEHAVIOR RESEARCH FELLOWSHIP WILDLIFE CONSERVATION GLOBAL INC 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 40000 0 CONSERVATION SUPPORT - GREVY ZEBRAS - $5,000, TRT CONSERVATION FOUNTATION-NIASSA LION PROJECT - $5,000 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) 22250 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) 44740 0 CONSERVATION SUPPORT - LOLA YA BONOBO SANCTUARY UF FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 590974739 501(C)(3) 67196 0 CONSERVATION SUPPORT - GUYANA WILDLIFE CONSERVATION INITIATIVE - $42,105, GUYANA GIANT RIVER TURTLE PROJECT - $25,091 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, TRT CONSERVATION FOUNTATION-NIASSA LION PROJECT - $5,000 INTERNATIONAL IGUANA FOUNDATION 1989 COLONIAL PARKWAY FORT WORTH TX 76110 752954637 501(C)(3) 20000 0 CONSERVATION SUPPORT - IGUANA CONSERVATION NAPLES ZOO 1590 GOODLETTE ROAD NAPLES FL 34102 562412630 501(C)(3) 9291 0 CONSERVATION SUPPORT - MADAGASCAR FAUNA AND FLORA GROUP, QUARANTINE FACILITIES AND MONTHLY PATROLS TURTLE SURVIVAL ALLLIANCE 1030 JENKINS ROAD STE D CHARLESTON SC 29407 200785702 501(C)(3) 10000 0 CONSERVATION SUPPORT - TEAM TERRAPIN FUNDING PAN AFRICAN SANCTUARIES ALLIANCE 3426 SW ARNOLD STREET PORTLAND OR 97219 223878683 501(C)(3) 19000 0 CONSERVATION SUPPORT - KINSHASA BASED WILDLIFE TRACKING COORDINATOR FRIENDS OF JACK PRIMATE SANCTUARY 15827 POPPY LANE MONTE SERENO CA 95030 923593376 501(C)(3) 6000 0 CONSERVATION SUPPORT - PRIMATE NURSERY RARE SPECIES CONSERVATION FOUNDATION 1222 E ROAD LOXAHATCHEE FL 33470 650560456 501(C)(3) 5100 0 CONSERVATION SUPPORT - BONGO SURVEILLANCE PROJECT - UNIFORMS/CAMERA TRAPS 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 JEFF ETTLING PRESIDENT/CEO 242044 0 14000 0 0 0 14827 0 30694 0 301565 0 0 0 HOLLY ELLIS CHIEF FINANCIAL OFFICER 174891 0 0 0 0 0 8842 0 13587 0 197320 0 0 0 NIKKI SMITH CHIEF PHILANTHROPY OFFICER 149148 0 0 0 0 0 1597 0 12812 0 163557 0 0 0 DAVAD HAGAN CHIEF LIFE SCIENCES OFFICER 129506 0 10000 0 0 0 0 0 13068 0 152574 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 - JEFF ETTLING - $10,000 (DEFERRED) AND TERESA KENNETY - $23,689 (PAID OUT) FOR THE 2023 TAX CALENDAR YEAR. X 5 91673 FMV X SPECIAL EVENTS ITEMS 68 31508 ESTIMATED FMV X FURNITURE & EQUIPMENT 2 13759 ESTIMATED FMV X ANIMAL SUPPLIES 3 3715 ESTIMATED FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 KEN AMARO, DONNA DEEGAN, MIKE GAY, AND KELLI O'LEARY 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 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.