2026-06-30T06:47:06-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2025-01-01 621587327 THE ELEPHANT SANCTUARY IN TENNESSEE ELEP 9317966500 PO BOX 393 HOHENWALD TN 38462 ALBERT AMBROSE TREASURER 9317966500 2026-06-28 1 KERRI N BOGDA P00760402 7177404863 2026-06-28 2025 2025-03-06 01:10:19Z ALBERT AMBROSE PO BOX 393 HOHENWALD TN 38462 136500173 0 X WWW.ELEPHANTS.COM X 1995 TN TO PROVIDE REFUGE AND CARE FOR ELEPHANTS AND TO PROMOTE ELEPHANT WELFARE AND EDUCATION 5 5 73 200 0 0 10423497 9626856 0 0 -1101784 1083229 40772 36325 9362485 10746410 283705 266985 0 0 3080931 3435591 0 0 307036 4136239 4444899 7500875 8147475 1861610 2598935 100441631 111441209 244299 9911 100197332 111431298 X PROVIDE A NATURAL HABITAT REFUGE DEVELOPED AROUND THE NEEDS OF ASIAN AND AFRICAN ELEPHANTS WHERE ELEPHANTS ARE PROVIDED WITH LIFETIME CARE; TO SUPPORT AND PROMOTE ELEPHANT WELFARE AND CONSERVATION; TO PROVIDE AND SUPPORT PUBLIC EDUCATION REGARDING THE COMPLEX NEEDS OF ELEPHANTS AND THE CHALLENGES FACING ELEPHANTS IN THE WILD. 0 0 6225369 266985 0 SHELTER & CARE PROGRAM- THE ORGANIZATION PROVIDES ELEPHANTS WITH THE OPPORTUNITY TO LIVE OUT THEIR LIVES IN A SAFE HAVEN DEDICATED TO THEIR WELL BEING. INDIVIDUALIZED CARE HAS BEEN ENHANCED BY ADDING LASER THERAPY, NEW DIGITAL RADIOGRAPHY EQUIPMENT, ALLERGY TESTING AND OTHER DIAGNOSTIC TESTS. THERE WERE A TOTAL OF 14 ELEPHANTS INHABITING THE FACILITIES DURING THE YEAR. 1100135 36178 EDUCATION PROGRAM- THE ORGANIZATION SEEKS TO RAISE PUBLIC AWARENESS OF THE COMPLEX NEEDS OF ELEPHANTS AND THE CRISIS FACING ELEPHANTS IN THE WILD BY PROVIDING EDUCATION OPPORTUNITIES FOR THE PUBLIC RELATING TO ELEPHANT CARE AND HABITAT, INCLUDING MATERIALS AND PROGRAMS WITHIN THE ELEPHANT DISCOVERY CENTER AND ON-LINE DISTANCE LEARNING.THESE EDUCATION OPPORTUNITIES RESULTED IN:*12,615 STUDENTS IN 40 STATES AND 6 COUNTRIES PARTICIPATED IN DISTANCE LEARNING PROGRAMS; 121 VOLUNTEERS ONSITE WHICH INCLUDED 2 COLLEGE ALTERNATIVE SPRING BREAKS AND 12 VOLUNTEER DAYS.*3,100 VISITORS CAME TO THE ELEPHANT DISCOVERY CENTER 7325504 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 25 0 73 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MT NH NJ NM NY NC ND OH OK OR PA RI SC UT VA WA WV WI X X X DEBORAH PERRY 9317966500 804 DARBYTOWN ROAD HOHENWALD TN 38462 DR RICHARD RHODA BOARD CHAIR 10.00 0.00 X X 0 0 0 DR WILLIAM SCHAFFNER VICE PRESIDENT 2.00 0.00 X X 0 0 0 ALBERT AMBROSE TREASURER 4.00 0.00 X X 0 0 0 MICHAEL STAGGS SECRETARY 10.00 0.00 X X 0 0 0 SHARON LANGFORD DIRECTOR 2.00 0.00 X 0 0 0 JANICE ZEITLIN PRESIDENT / CEO 40.00 0.00 X 170000 0 6445 DEBORAH PERRY CFO 40.00 0.00 X 111819 0 14660 STEVE SHURTER COO 40.00 0.00 X 132905 0 26097 STEPHANIE MCCAIN VETERINARIAN 40.00 0.00 X 116769 0 14863 531493 0 62065 4 0 1 0 DFCHASE 3001 ARMORY DR STE 200 NASHVILLE TN 37204 CONSTRUCTION 2512485 RONALD FRANKS GROUP 80 INDUSTRIAL RD SAVANAH TN 38732 CONSTRUCTION 1829292 LEE RESTORATION P O BOX 364 SUMMERTOWN TN 38483 CONSTRUCTION 390543 3 9626856 32198 9626856 1717027 1717027 125026900 59280 125665437 54541 -638537 4739 -633798 -633798 69963 33785 36178 36178 MISCELLANEOUS INCOME 900999 147 147 147 10746410 36178 0 1083376 6000 6000 260985 260985 461926 344245 74741 42940 2296370 2100728 108260 87382 44127 40848 1807 1472 414057 400557 13500 219111 195792 13586 9733 56087 56087 36195 36195 142030 142030 127681 113176 1282 13223 3113 3113 457990 359406 8912 89672 161164 140099 8101 12964 129637 125595 682 3360 147037 128509 7337 11191 4673 4278 395 2092302 2062302 30000 270355 254069 12670 3616 VETERINARY SERVICES AND 285508 285508 REPAIRS AND MAINTENANCE 240602 237611 1206 1785 FEED AND SUPPLEMENTS 218031 218031 LICENSE, PERMIT, REGIST 24924 8798 6451 9675 47570 35854 5193 6523 8147475 7325504 514935 307036 3224425 3030344 1012307 307188 3588498 2529700 22746 14000 122426 126279 46431258 20786699 22130358 25644559 67094413 76561047 3246458 3228092 100441631 111441209 244299 9911 244299 9911 X 95416302 106650914 4781030 4780384 100197332 111431298 100441631 111441209 X 2598935 8390323 244708 X 0 1 X 1 0 X 15745920 11618282 11025762 10423497 9626856 58440317 15745920 11618282 11025762 10423497 9626856 58440317 3769314 54671003 1300387 1237818 1292421 1555181 1717027 7102834 147 147 65543298 334685 0.83410 0.85530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2025 AMOUNT: $ 147. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3051088 57100 373038 3481226 2746665 23651 284208 3436 3051088 2371147 26046 352924 3452 2746665 2868378 7710 -500961 3980 2371147 2581942 64280 226075 3919 2868378 0.45960 0.54040 0.00000 0 0 2068200 2068200 19348191 8957259 10390932 17029661 10018650 7011011 7985206 1810790 6174416 25644559 X 19264968 8390323 128235 8518558 10746410 0 10746410 8031002 25562 25562 8005440 142035 142035 8147475 PART V, LINE 4: AN ELEPHANT ENDOWMENT FUND HAS BEEN ESTABLISHED FOR THE LONG-TERM CARE OF THE SANCTUARY'S CURRENT RESIDENTS. ADDITIONALLY, IN 2018, A NEW EDUCATION AND OUTREACH ENDOWMENT FUND WAS ESTABLISHED. DONATIONS TO THE ENDOWMENT FUNDS ARE PERMANENTLY RESTRICTED WITH THE PRINCIPAL HELD IN AN INVESTMENT ACCOUNT. A PERCENTAGE OF THE ANNUAL INTEREST GROWTH IS USED FOR THE ELEPHANT'S CARE, EDUCATION, OR OUTREACH. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALITIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST AGREEMENTS 300,596. RECLASS OF BAD DEBT EXPENSE -30,326. RECLASS OF INVESTMENT FEES -142,030. ROUNDING DIFFERENCE -5. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED ACTIVITIES 25,562. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF INVESTMENT FEES 142,030. ROUNDING DIFFERENCE 5. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING EMERGENCY RESCUE AND GENERAL FUNDS 25000 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING ELEPHANT PROJECTS AND EDUCATION 63725 SUB-SAHARAN AFRICA 0 0 GRANTMAKING ELEPHANT CONSERVATION PROJECTS 110000 SOUTH AMERICA 0 0 GRANTMAKING HABITAT EXPANSION 30000 SOUTH ASIA 0 0 GRANTMAKING ELEPHANT EDUCATION AND ASSISTANCE 30000 0 0 0 0 0 0 258725 0 258725 EAST ASIA AND THE PACIFIC ETHICAL TOURISM PROGRAM 25000 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL FUNDS 20000 WIRE 0 SUB-SAHARAN AFRICA ELEPHANT DATABASE 30000 WIRE 0 SOUTH AMERICA HABITAT EXPANSION 30000 CHECK 0 SUB-SAHARAN AFRICA MUSHARA ELEPHANT PROJECT 30000 CHECK 0 EAST ASIA AND THE PACIFIC LOK KAWI PROJECT 35000 WIRE 0 SOUTH ASIA MOVEMENT OF HERDS CHATTISGARH REGION 30000 CHECK 0 SUB-SAHARAN AFRICA TRACK COLLARED ELEPHANTS BOTSWANA REGION 30000 CHECK 0 SUB-SAHARAN AFRICA BUILDING NEW GENERATION OF CONSERVATIONISTS 20000 WIRE 0 9 0 0 0 0 0 0 0 PART I, LINE 2: THE SANCTUARY REQUESTS PROGRESS REPORTS, PICTURES AND ACCOUNTABILITY FOR THE USE OF FUNDS FROM THE GRANTEE. 1 ASSOCIATION OF ZOOS AND AQUARIUMS (AZA) SAFE ASIAN ELEPHANTS 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 209103314 550526930 501(C)(3) 6000 0 ASIAN ELEPHANT CONSERVATION 1 0 PART I, LINE 2: THE SANCTUARY REQUESTS PROGRESS REPORTS, PICTURES AND ACCOUNTABILITY FOR THE USE OF FUNDS FROM THE GRANTEE. X X X 0 0 0 0 0 0 0 0 0 JANICE ZEITLIN PRESIDENT / CEO 170000 0 0 0 0 0 5100 0 1345 0 176445 0 0 0 STEVE SHURTER COO 132905 0 0 0 0 0 3987 0 22110 0 159002 0 0 0 ALBERT AMBROSE BOARD MEMBER 88780 BOARD OF DIRECTORS MEMBER OWNS A PRINTING COMPANY THAT IS A VENDOR FOR THE ORGANIZATION. 0 X 12 32198 NYSE 0 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS BROAD AUTHORITY AND IS MADE UP OF THE PRESIDENT/CEO, BOARD CHAIR, VICE PRESIDENT, AND SECRETARY. FORM 990, PART VI, SECTION B, LINE 11B WHEN WE RECEIVE THE FORM 990 PREPARED BY OUR TAX PREPARER (CPA), A MEMBER OF MANAGEMENT AND THE FINANCE COMMITTEE WILL REVIEW THE TAX RETURN IN DETAIL PRIOR TO THE RETURN'S FILING. IN ADDITION, A COPY OF THE COMPLETE RETURN IS PROVIDED TO THE ENTIRE GOVERNING BOARD FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO BOARD MEMBERS, OFFICERS, EMPLOYEES, AND VOLUNTEERS. INDIVIDUALS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS AND AS THEY ARISE. WHEN A CONFLICT IS IDENTIFIED, THE INDIVIDUAL MUST RECUSE THEMSELVES FROM DISCUSSION AND VOTING ON THE MATTER. THE POLICY IS INTENDED TO ENSURE THAT DECISIONS ARE MADE IN THE BEST INTERESTS OF THE ORGANIZATION. NEW EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY UPON HIRE. FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT ESTABLISHES THE BUDGET POLICY AND AMOUNTS FOR THE POSITIONS OF THE EXECUTIVE OFFICERS AND KEY EMPLOYEES, AND THE BOARD OF DIRECTORS APPROVES THEM. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST AGREEMENTS 300,596. UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -30,326. CONSOLIDATED ACTIVITIES -25,562. HIGHLAND LAKE PROPERTIES PO BOX 393 HOWENWALD TN 38462 621517054 REAL ESTATE TN THE ELEPHANT SANCTUARY IN TENNESSEE C 691318 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0