2026-05-05T12:55:24-05:00 2025-09-30 341874260 CBIZ Advisors LLC 700 West 47th Street Suite 1100 Kansas City MO 64112 990 2024-10-01 592328289 Lowry Park Zoological Society of Tampa Inc LOWR 8139358552 1101 West Sligh Avenue Tampa FL 33604 Carolee Eason CFO 8139358552 2026-05-04 1 1 LISA BURKE P00220718 8169455500 2026-05-04 2024 2025-03-06 01:10:19Z ZooTampa Carolee Eason 1101 West Sligh Avenue Tampa FL 33604 64704924 0 X zootampa.org X 1983 FL Rescue, rehabilitate and care for animals; create experiences that connect people and wildlife. 42 42 597 289 85000 43360 15984548 18850791 25423270 24108972 756888 568249 6456820 5462287 48621526 48990299 12324 12877 0 0 19472394 20155940 0 0 1085784 19889548 20577372 39374266 40746189 9247260 8244110 83468339 95063391 12025518 15574275 71442821 79489116 X The mission of the Lowry Park Zoological Society of Tampa a/k/a ZooTampa at Lowry Park, is to rescue, rehabilitate and care for animals.(Expanded mission on Schedule O)ZooTampa creates exceptional personalized experiences that connect people with wildlife and each other in fun, immersive ways. ZooTampa's brand essence is, "Unforgettable natural connections, and the vision is, "Everyone we reach is motivated to join us in taking action to protect and preserve wildlife." 0 0 36024094 12877 29912358 ZooTampa at Lowry Park features 63 acres of lush, natural habitats comprising Florida, Asia, Primates, Australia, and Africa. As a nonprofit cultural organization committed to conservation, the focus is on animals from Florida, such as manatees and Florida panthers, and animals from Florida-like climates, such as elephants and orangutans. ZooTampa houses over 900 animals in naturalistic outdoor habitats year-round. The organization helps to ensure conservation goals and objectives as well as the sustainability of a healthy, genetically diverse, and demographically varied population of numerous species. (Continued on Schedule O) ZooTampa has contributed to the propagation of species, in conjunction with AZA species survival plans, to help save numerous species from extinction and participate in species conservation efforts locally, nationally, and internationally. ZooTampa manages a state-of-the-art veterinary hospital that is part of its larger medical campus that includes a nutrition center and animal care annex. It is the only zoological or aquarium facility in the nation that is accredited by the American Animal Hospital Association (AAHA). ZooTampa is accredited by the Association of Zoos and Aquariums (AZA) and licensed to operate by the United States Department of Agriculture (USDA) and the Florida Fish and Wildlife Conservation Commission (FWC). The Zoo is dedicated to serving as an educational resource for the community, and to providing an exciting, nature-based entertainment destination for families, schools, and organizations. Up-close experiences with living animals at the zoo teach the value of the living world firsthand. ZooTampa is proud to list the following accomplishments in fiscal year 2025:Zoological Operations - ZooTampa at Lowry Park continues to provide leadership aimed at saving manatees: The manatee care and veterinary team at the David A. Straz, Jr. Manatee Hospital received 27 manatees for rehabilitation, of which 25 were released back into the Florida waters; 4 manatees were transferred to other facilities after ZooTampa provided the critical care needed and are now awaiting the State of Florida to determine release dates. - ZooTampa received the FAZA FWC Collaborative Conservation Award for our Manatee Critical Care program at the FWC Commission Meeting. This award from the Florida Association of Zoos and Aquariums (FAZA) recognizes excellence in field conservation efforts that benefit Florida species. - Notable births: Bali Mynah (3), Coconut Lorikeet (9), Eastern Bongo (3), Horseshoe crab (7), Bay duiker (1), Impala (2), Komodo (2), Roseate Spoonbill (4), Marabou Stork (1), Masked Lapwing (1) Siamang (1) - Notable acquisitions: Abdim Stork (1), African pygmy goose (2), African wild dog (1), Cownose Ray (13), Crested wood partridge (1), Emu (1), Four-toed hedgehog (1), Hamerkop (1), Inca Tern (2), Nicobar pigeon (1), Panamanian Golden frog (3), Puerto Rican Crested toad (2), Southern Tamandua (1), Striped Newt (14), Viginia opossum (1), Wattled Crane (1) Yellow-backed duiker (1) - Number of animals at the zoo during fiscal year 2025 = 824 Conservation & Education - Partnerships with external conservation projects, including Association of Zoos and Aquariums- Saving Animals from Extinction Program, AZA's Wildlife Trafficking Alliance, International Rhino Foundation, International Elephant Foundation, Elephant Human Relations Aid, Tampa Bay Estuary, Keep Tampa Bay Beautiful, Florida Association of Zoos and Aquariums, Audubon Florida, Okapi Conservation Project, Coastal Plains Institute Striped Newt, Puerto Rican Crested Toad Conservancy, International Union for the Conservation of Nature (IUNC), South African Conservation Foundation of Coastal Birds (SANCCOB), Currumbin Wildlife Sanctuary and Hospital, Conservation Center for Species Survival, World Association of Zoos and Aquariums, Conservation Centers for Species Survival, Orianne Society, Ecosphere Restoration Institute, Florida Wildlife Corridor Foundation, f-stop Foundation, Manatee Rescue & Rehabilitation Partnership, Bornean Orangutan Survival Foundation, Save Giraffes Now, Macaw Recovery Network, and Turtle Survival Alliance. - In partnership with the Tampa Bay Estuary, ZooTampa created an interactive educational exhibit to inspire actional solutions for preventing marine pollution across all ages. Over 52K guests participated in interactive watershed activities and games. - Implemented numerous educational initiatives to communicate our mission through Zoo School, mission-related content, diversity, equity, inclusion, and access and pathways through the nature outreach program. - In partnership with the Early Learning Coalition of Hillsborough County, ZooTampa participated in the iSPY Tampa Bay Community Access program, reaching thousands of caregivers, teachers, and students in Hillsborough County. - Provided 8,000 community access tickets disseminated to under-resourced program partners in Tampa Bay. - Worked with MacDonald Training Center Project SEARCH program, a 9-month mentorship program for people transitioning from day programs to work. All nine interns graduated and are employed in the community. -ZooTampa believes in the power of education, 1,081,000 guests explored interactive educational experiences while at the Zoo through Toddler Tuesday, Wildlife Connections, Expedition Wild Africa, Conservation Stations, and Signature Experiences. - Worked with Tufts Cummings School of Veterinary Medicine on the accuracy of three portable d-dimer analyzers in African elephants. - In partnership with UC Davis School of Veterinary Medicine, we participated in investigating the impact of herd dynamics on EEHV immune status in North American Elephants. - Participated in over 50 research projects with various student partners on understanding how learning impacts action to care for wildlife. - In partnership with USF, Center for Autism and Related Disabilities, we created early morning sensory-friendly hours and resources. - Expanded partnerships with USF Early Learning and Program Wide Positive Behavior Supports, Eckerd College-Behavior Research, Tampa General Hospital, Florida Southern Research Program. - In partnership with the Hillsborough County School District, ZooTampa participated in STEM Family Nights and Sea Stars and STEM Cafe, both career mentoring programs for girls interested in STEM. - In partnership with the Early Learning Coalition of Hillsborough County, we provided Nature in the Classroom training in English and Spanish, reaching 300 VPK pre-school learners,45 teachers and 19 schools in Hillsborough County have access to nature-based teacher training, onsite school coaching, and materials for classroom use. ZooTampa launched the Nature Nurtures Program for four Title 1 Schools. This initiative was designed to deliver wildlife experiences to 3rd through 5th graders in Hillsborough County schools that will inspire students' empathy and respect for the natural world and each other. 1,222 students participated. -In partnership with Borneo Orangutan Foundation, ZooTampa sent two team members to Indonesia to work alongside BOS to support operant conditioning training, habitat restoration, and trail camera release monitoring for orangutans. Additional local, national, and global involvement and achievements: - All seasons of NatGeo Wild's Secrets of the Zoo: Tampa continue to air internationally and are available to US audiences via multiple streaming services. - The Zoo's David A. Straz, Jr. Manatee Critical Care Center was once again awarded USA Today's 10 Best Readers' Choice Award for Best Zoo Exhibit. - For the 14th time, the Zoo received the Trip Advisor Travelers' Choice Award, ranking ZooTampa among the top 10% of attractions worldwide. 36024094 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 97 0 1 597 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 42 42 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X Carolee Eason CFO 8139358552 1101 West Sligh Avenue Tampa FL 33604 Steve Stagg Chairman 1.00 0.00 X X 0 0 0 Nelson Castellano Vice Chair 1.00 0.00 X X 0 0 0 Dan Honegger Treasurer 1.00 0.00 X X 0 0 0 Stephanie Stanfield Secretary 1.00 0.00 X X 0 0 0 Robert Thomas Immediate Past Chairman 1.00 0.00 X 0 0 0 Dr Ken Atwater Trustee 1.00 0.00 X 0 0 0 Marylou Bailey Trustee 1.00 0.00 X 0 0 0 Keenan Baldwin Trustee 1.00 0.00 X 0 0 0 Ashley Barnett Trustee 1.00 0.00 X 0 0 0 Leah Bergoffen Trustee 1.00 0.00 X 0 0 0 Charlotte Brittain Trustee 1.00 0.00 X 0 0 0 Sean Butler Trustee 1.00 0.00 X 0 0 0 Sandy Callahan Trustee 1.00 0.00 X 0 0 0 Kerrie Campbell Trustee 1.00 0.00 X 0 0 0 Casey Cathey Trustee 1.00 0.00 X 0 0 0 Santiago Corrada Trustee 1.00 0.00 X 0 0 0 Roz Doyle Trustee 1.00 0.00 X 0 0 0 Patrick Dussault Trustee 1.00 0.00 X 0 0 0 Commissioner Ken Hagan Trustee 1.00 0.00 X 0 0 0 Stacy Hahn Trustee 1.00 0.00 X 0 0 0 Frank Hancock Trustee 1.00 0.00 X 0 0 0 Curt Harbsmeier Trustee 1.00 0.00 X 0 0 0 Heather Jordan-Holmes Trustee 1.00 0.00 X 0 0 0 Council Member Lynn Hurtak Trustee (Term Start 10/25/24) 1.00 0.00 X 0 0 0 Carl Lindell Jr Trustee 1.00 0.00 X 0 0 0 Devanand Mangar Trustee 1.00 0.00 X 0 0 0 Governor Bob Martinez Trustee 1.00 0.00 X 0 0 0 Representative Lawrence McClure Trustee 1.00 0.00 X 0 0 0 John Medaska Trustee 1.00 0.00 X 0 0 0 Councilman Charlie Miranda Trustee 1.00 0.00 X 0 0 0 Tom Piccolo Trustee 1.00 0.00 X 0 0 0 Bob Rasmussen Trustee 1.00 0.00 X 0 0 0 Dennis Rogero Trustee 1.00 0.00 X 0 0 0 David Seldin Trustee 1.00 0.00 X 0 0 0 Karen Sparkman Trustee 1.00 0.00 X 0 0 0 Kim Stohler Trustee 1.00 0.00 X 0 0 0 Catherine Lowry Straz Trustee 1.00 0.00 X 0 0 0 Keebler Straz Trustee 1.00 0.00 X 0 0 0 Jenna Tarapani Trustee 1.00 0.00 X 0 0 0 Ryan Toth Trustee 1.00 0.00 X 0 0 0 Carlton Ward Jr Trustee 1.00 0.00 X 0 0 0 Randy Zavertnik Trustee 1.00 0.00 X 0 0 0 Joseph Couceiro President & CEO 40.00 0.50 X 479530 0 29901 Karen Jubrail Sr VP, Chief Financial Officer 40.00 2.00 X 245174 0 30936 Scott Rose Sr VP, Chief Operating Officer 40.00 0.00 X 240252 0 16181 Mark Haney Sr VP Chief External Relations Officer 40.00 2.00 X 204750 0 15187 Michelle Coleman Sr VP, Chief People Officer 40.00 0.00 X 177308 0 20314 Christopher Massaro Sr VP, Chief Zoological Officer 40.00 0.00 X 171288 0 29848 Sandra Torres Kasper Sr VP, Chief Marketing Officer 40.00 0.00 X 140076 0 11002 JL Bielon VP, Philanthropy 40.00 0.00 X 162276 0 28230 Cameron O'Connell Sr Director, Sales and Partnerships 40.00 0.00 X 146286 0 27003 Cheryl Larsen VP, Business Operations 40.00 0.00 X 144688 0 24620 Kimberly Spencer Park General Manager 40.00 0.00 X 128133 0 10701 Vanessa Lyons Sr Director of IT 40.00 0.00 X 122576 0 0 2362337 0 243923 18 0 1 0 THE SINCLAIR GROUP INC 5203 N HOWARD AVE TAMPA FL 33603 CONSTRUCTION 3787163 OVATIONS FOOD SERVICES LP 5050 S SYRACUSE STREET DENVER CO 80237 F&B OPERATIONS 3406874 DAVID NELSON CONSTRUCTION CO 3483 ALTERNATE 19 PALM HARBOR FL 34683 CONSTRUCTION 2644138 DUNN&CO INC 202 S 22ND STREET SUITE 202 TAMPA FL 33605 ADVERTISING AGENCY 1480123 VERICON CONSTRUCTION COMPANY LLC 1063 ROUTE 22 EAST MOUNTAINSIDE NJ 07092 CONSTRUCTION 647218 26 772146 2503006 8374900 7200739 305184 18850791 Zoo Annual Pass 713110 13615194 13615194 Admissions Revenues 713110 8543673 8543673 Educational Programs 713110 1015447 1015447 Interactive Experiences 713110 934658 934658 24108972 781588 781588 207838 373251 -165413 -165413 -165413 6003000 534455 5977223 773571 25777 -239116 -213339 -213339 42000 772146 302686 -260686 -260686 13847399 8287894 5559505 5559505 Marketing partnerships 541800 85000 85000 243881 243881 328881 48990299 29912358 85000 142150 12877 12877 1785119 633652 924162 227305 14664613 13438877 853690 372046 221753 186835 20388 14530 2262114 2046835 165445 49834 1222341 1067074 107049 48218 50210 50210 74845 74845 113000 113000 1887695 1722833 159623 5239 2599929 2599929 3000632 1988329 835624 176679 612021 573351 38670 2900638 2850718 29261 20659 159755 146520 9123 4112 48115 39178 4813 4124 44119 44119 5962881 5923150 39731 941335 867118 49971 24246 Animal expenses 1953138 1953138 Bad debt (recovery) 78139 -29331 107470 Donor outreach 42173 3011 39162 Income tax 10022 10022 98725 37765 60960 40746189 36024094 3636311 1085784 1079837 3104222 9363272 6158311 457822 456798 638834 787344 1130286 1155508 122419681 52800394 56082893 69619287 14586411 13405269 128984 376652 83468339 95063391 5392140 9354499 3860091 3641248 790831 566811 1982456 2011717 12025518 15574275 X 63971373 74023720 7471448 5465396 71442821 79489116 83468339 95063391 X 8244110 126137 -323952 X X 0 1 X 1 1 1 X 16332840 8861368 7231622 15984548 18850791 67261169 16332840 8861368 7231622 15984548 18850791 67261169 13124015 54137154 107930 286993 969558 1237465 989426 3591372 70852541 161905321 0.76410 0.77720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 113000 0 0 113000 0 Part II-B, Line 1: The Organization retained two lobbying firms during the fiscal year. The firms provide legislative liaison support to the Zoo to promote increased governmental funding for the Zoo's programs. These legislative activities were insubstantial with respect to the overall activities of the Organization. 22468867 24491 2383278 2591698 22284938 21232633 33926 2230727 1028419 22468867 19870038 2350655 988060 21232633 23638647 46052 -2819745 994916 19870038 18771668 33866 5777351 944238 23638647 0.63359 0.26832 0.09810 0 1 1 9017894 9017894 22851594 12194278 10657316 16368411 6621022 9747389 7669538 4719503 2950035 66512244 29265591 37246653 69619287 Lease liabilities 2011717 2011717 X 51180366 126137 299705 -402091 23751 51156615 -2166316 -2166316 48990299 42855246 299705 1927200 2226905 40628341 117848 117848 40746189 Part V, Line 4: The Lowry Park Zoo Endowment Foundation, Inc. (Foundation), a related organization, was organized for the purpose of creating and managing endowment gifts and related assets of ZooTampa. The Foundation's endowment includes donor-restricted endowment funds and funds designated by the Board of Directors to function as endowments. ZooTampa's endowment consists of funds received from the State of Florida and related matching gifts. The Foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of income to fund ZooTampa's programs and primary exempt purpose while seeking to maintain the purchasing power of the endowment assets. The Foundation has a policy of distributing up to 5% of the three year average of prior fiscal year-end market values of investments, as approved by the Board of Directors. Part X, Line 2: Income taxes are not provided for in the combined financial statements since the Zoo is exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code. The Zoo has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Internal Revenue Code. The Zoo follows ASC Topic 740, Income Taxes. A component of this topic prescribes a recognition and measurement standard for uncertain tax positions taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more-likely-than-not to be sustained upon examination by taxing authorities. The Zoo's policy is to recognize interest and penalties associated with tax positions under this standard as a component of income tax expense, and none were recognized since there was no material impact of the application of this standard for the years ended September 30, 2025 and 2024. The Zoo's information returns for the years ended September 30, 2022 and after are open for examination. Part XI, Line 2d - Other Adjustments: Pledge discounts reported as an other change in net assets on Part XII -323,952. Bad debt expense (recovery) reported on Part IX, Line 24 -78,139. Part XI, Line 4b - Other Adjustments: Additional COGS reported within Part VIII, Line 10b -1,545,833. Rental expenses reported on Part VIII, Line 6b -373,251. Realized Gain (Loss) on Other Assets reported on Part VIII, Line 7 -239,116. Additional special event expenses reported within Part VIII, Line 8b -8,116. Part XII, Line 2d - Other Adjustments: Additional COGS reported within Part VIII, Line 10b 1,545,833. Rental expenses reported on Part VIII, Line 6b 373,251. Additional special event expenses reported within Part VIII, Line 8b 8,116. Part XII, Line 4b - Other Adjustments: Interest expense separately stated in audit report 39,709. Bad debt expense (recovery) reported on Part IX, Line 24 78,139. 1 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Conservation grants (2) 6876 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Conservation grant (1) 5000 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 Conservation grant (1) 1001 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Program Services Travel costs for Orangutan care training and professional development 2901 0 0 0 0 0 0 15778 0 15778 0 0 0 0 0 0 Part I, Line 2: ZooTampa partners with and supports various global conservation organizations engaged in field initiatives. ZooTampa monitors the use of grant funds through direct collaboration with partner organizations in their shared global conservation efforts. Karamu 814146 772146 42000 8116 41245 43606 209719 814146 772146 42000 8116 41245 43606 209719 302686 -260686 X 1 1 X X X X 0 0 0 1 0 1 0 0 0 Joseph Couceiro President & CEO 360788 0 110395 0 8347 0 13800 0 16101 0 509431 0 0 0 Karen Jubrail Sr VP, Chief Financial Officer 211231 0 32870 0 1073 0 8416 0 22520 0 276110 0 0 0 Scott Rose Sr VP, Chief Operating Officer 206888 0 30790 0 2574 0 9699 0 6482 0 256433 0 0 0 Mark Haney Sr VP Chief External Relations Officer 176895 0 27056 0 799 0 8389 0 6798 0 219937 0 0 0 Christopher Massaro Sr VP, Chief Zoological Officer 148055 0 22925 0 308 0 7193 0 22655 0 201136 0 0 0 Michelle Coleman Sr VP, Chief People Officer 153779 0 23092 0 437 0 7128 0 13186 0 197622 0 0 0 JL Bielon VP, Philanthropy 149930 0 11658 0 688 0 6751 0 21479 0 190506 0 0 0 Cameron O'Connell Sr Director, Sales and Partnerships 117078 0 28987 0 221 0 6299 0 20704 0 173289 0 0 0 Cheryl Larsen VP, Business Operations 133888 0 10430 0 370 0 6075 0 18545 0 169308 0 0 0 Sandra Torres Kasper Sr VP, Chief Marketing Officer 130314 0 9412 0 350 0 5351 0 5651 0 151078 0 0 0 Part I, Line 1a Joe Couceiro (President & CEO) and Mark Haney (Chief External Relations Officer) were provided University Club memberships for the primary purpose of partner/donor relations. These memberships are used for business purposes only and are not treated as taxbale income to the individual. Part I, Line 5 Annual cash incentive awards are based on a predetermined dollar amount and percentage of base salary. The incentive award amounts are determined according to a sliding scale ranging from 50% to 150% of the target award amounts, based on achieving financial and other non-financial goals. If the goals are not met, the incentive award is not paid. Part I, Line 6 Annual cash incentive awards are based on a predetermined dollar amount and percentage of base salary. The incentive award amounts are determined according to a sliding scale ranging from 50% to 150% of the target award amounts, based on achieving financial and other non-financial goals. If the goals are not met, the incentive award is not paid. A City of Tampa Florida Industrial Development Revenue Note Series 2014 591101138 2014-02-20 6500000 Construction and equipping of a new animal hospital and science building 0 0 0 A 5933189 6500000 6500000 2015 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 8 215536 Stock Quote X 5 61000 Fair Market Value X Equipment 3 10802 Fair Market Value X Box Seats 1 9450 Fair Market Value X Auction Items 19 8116 Fair Market Value X Holiday Gifts 1 280 Fair Market Value 0 0 1 1 Part I, Column (b): All lines, Column (B), report the number of contributions. Part I, Line 32b: The Organization uses a third-party vendor to manage and oversee event auctions. The vendor provides event registration services, checkout and invoicing, event reporting, bidder concierge services, item description sheets and catalogues, and customer service and support for text and internet bidding. The vendor requires a minimum number of organization volunteers to assist with auction registration, serve as runners at checkout, and to accept cash payments. The Organization is responsible for the event timeline, venue floor plan, security of auction items, electric service, internet access, tables and chairs for registration and checkout. Form 990, Part VI, Section A, line 1a The Executive Committee of the Board of Trustees is authorized by its charter to exercise all the powers of the Board, except as limited by Executive Committee Charter, applicable law, and the bylaws. The Committee consists of the Board Chair, the Vice Chair of the Board, the Secretary, the Treasurer, the chairs of the Audit Committee, Compensation Committee, Finance Committee, and Nominating and Governance Committee, and any additional members who are appointed by the Board Chair with the approval of the Board of Trustees. The immediate past Board Chair will be a member of the Executive Committee, if he or she is still a trustee of the Society, or an ex-officio member of the Executive Committee, if he or she is no longer a trustee of the Society. The Board Chair shall serve as the Chair of the Executive Committee. The Committee keeps minutes or other written records of their actions and meetings and regularly reports to the Board on its actions and meetings. The Committee may act for the Board only when a meeting of the Board has not been convened and is in session. The Committee does not have any power or authority to act on behalf of the Board to do any of the following: - Approve a voluntary dissolution of the Society; - Increase or decrease the required number of trustees of the Society; - adopt, amend or repeal the bylaws or Articles of Incorporation of the Society; - fill vacancies on the Board of Trustees or any committee of the Board of Trustees; - approve a plan of merger of the Society with or into another business organization; - amend or repeal any resolution of the Board of Trustees that by its express terms cannot be so amended or repealed; - adopt a plan for the distribution of the assets of the Society pursuant to its dissolution, liquidation, and winding up; - authorize a sale, lease, exchange, or other disposition of all or substantially all the assets and property of the Society; - approve any compensation for trustees serving on the Board of Trustees or any committee of the Board of Trustees; - appoint any other committee of the Board of Trustees (other than a subcommittee of the Executive Committee) or the members of any committee of the Board of Trustees; and - authorize any compensation, fringe benefits, or other remuneration to be provided to any officer of the Society that has not been approved by the Board of Trustees. Form 990, Part VI, Section A, line 2 Trustees Catherine Lowry Straz and Keebler Straz have a family relationship. Form 990, Part VI, Section B, line 11b A copy of Form 990 is provided to the Board of Trustees prior to filing. The organization's CEO coordinates the review process to ensure questions are resolved and information is accurate. Form 990, Part VI, Section B, line 12c Immediate notification is required of all persons covered under the conflict of interest policy regarding the transaction in question. Additionally, annual disclosure forms must be provided by persons covered under the conflict of interest policy to document any potential conflicts of interest. Persons covered under the conflict of interest policy include: (a) Interested persons (officers, trustees, and employees who have decision-making authority or responsibility on behalf of the society); (b) Affiliates of interested persons (trusts for the benefit of interested persons, entities in which interested persons or their family members have a financial interest, persons for whom interested persons serve as representatives or guardians, and entities controlled by interested persons); and (c) Family members of interested persons (child, parent, spouse, sister, brother, domestic partner, spouse of a child, or spouse of a brother or sister). The Board of Trustees reviews and approves all potential conflicts of interest unless the Board of Trustees delegates that responsibility to the Nominating & Governance Committee, or unless a conflict-of-interest transaction (together with the cumulative amount of all similar transactions with the same interested person during the past 12 months) involves less than $10,000, in which case the Nominating & Governance Committee has the power to review and approve the conflict-of-interest transaction. Form 990, Part VI, Section B, line 15 The Human Capital Committee ("HC Committee") assists the Board in: (1) overseeing the overall strategic human capital goals and strategies, practices, and philosophy of the Society, (2) reviewing, approving, monitoring, and administering incentive compensation for key employees and other employee benefit and welfare plans of the Society, and (3) discharging its responsibilities relating to the compensation of the Society's Chief Executive Officer (the "CEO"), other officers who are employees of the Society, and any other executive who the Committee determines to be a "disqualified person," as defined in Section 4958(f)(1) of the Internal Revenue Code of 1986, as amended (collectively, the "Key Executives"). The HC Committee meets at least twice each fiscal year. The last meeting was held February 20, 2026. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the general public upon request. Persons interested in obtaining these documents should contact the Society at (813) 935-8552. Form 990, Part XI, line 9: Change in pledge discounts -323,952. Form 990, Part XII, Line 2c: The Audit Committee of the Board of Trustees assists the Board with its oversight of the following: (1) the annual independent audit of the Zoo's financial statements; (2) compliance with the Zoo's code of conduct and conflict-of-interest policy; (3) compliance with material legal, regulatory, and governmental contractual requirements; (4) the selection, engagement, replacement, and evaluation of the performance, qualifications, and independence of the Society's independent auditor; and (5) the integrity of the Society's financial statements, financial reporting process, and systems of internal accounting and financial controls. This process has not changed from the prior year. Lowry Park Zoo Endowment Foundation Inc 1101 W Sligh Ave Tampa FL 33604 593216472 Endowment Fund FL 501(c)(3) Type I Supporting Lowry Park Zoological Society of Tampa 1 KML Properties LLC 9800 4th St N Suite 204 St Petersburg FL 33701 462939820 Rental Real Estate FL N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Lowry Park Zoo Endowment Foundation Inc C 1561241 Debt Forgiveness Lowry Park Zoo Endowment Foundation Inc C 941765 Cash Transferred