2023-06-06T15:37:15-05:00 2022-09-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2021-10-01 591319010 JACKSONVILLE ZOOLOGICAL SOCIETY INC JACK 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 322185799 HOLLY A ELLIS CHIEF FINANCIAL OFFICER 9047574463 2023-05-22 1 HOLLY ELLIS 999009999 ROBERT T LOVERICH P00218080 9043965831 2023-05-22 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JACKSONVILLE ZOO AND GARDENS HOLLY A ELLIS 370 ZOO PARKWAY JACKSONVILLE FL 32218 38852318 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. 30 30 493 400 0 0 10488978 18032401 11218662 12230259 -85074 6541 4454218 5067218 26076784 35336419 235075 310810 0 0 11118284 14318378 0 0 790145 9804788 11963938 21158147 26593126 4918637 8743293 79943781 81018008 10563901 2894835 69379880 78123173 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 21676708 310810 12465606 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). 891,342 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. 21676708 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 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 58 0 1 493 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 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 40.00 X 247747 0 26145 TERESA KENNEDY CHIEF OPERATING OFFICER 40.00 X 173989 0 14952 HOLLY ELLIS CHIEF FINANCIAL OFFICER 40.00 X 130694 0 14598 CHARLES GED BOARD CHAIR 4.00 X X 0 0 0 JANNA MCNICHOLAS VICE CHAIR - ANIMAL CARE 3.00 X X 0 0 0 JOHN MCILVAINE VICE CHAIR - MARKETING & D 3.00 X X 0 0 0 KELLY COKER-DANIEL VICE CHAIR - EDUCATION 3.00 X X 0 0 0 LUCIA LINDSEY VICE CHAIR - CAPITAL CAMPA 3.00 X X 0 0 0 KAREN ESTELLA SMITH VICE CHAIR - GARDEN AND ARTS 3.00 X X 0 0 0 KERRI STEWART VICE CHAIR - SPECIAL PROJE 3.00 X X 0 0 0 GEORGE MIKES TREASURER AND VP OF FINANCE 4.00 X X 0 0 0 ANNE MARIE CUSHMAC VICE CHAIR - GOVERNANCE 3.00 X X 0 0 0 MISSY PETERS SECRETARY 3.00 X X 0 0 0 WILLIAM ROWE PAST BOARD CHAIR 3.00 X X 0 0 0 ASHER CHANAN-KHAN BOARD MEMBER 1.00 X 0 0 0 BARNWELL LANE BOARD MEMBER 1.00 X 0 0 0 DARRYL WILLIE BOARD MEMBER 1.00 X 0 0 0 JOEL SWANSON BOARD MEMBER 1.00 X 0 0 0 JOHN NAUGLE BOARD MEMBER 1.00 X 0 0 0 MARGARET HICKS 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 LEEANN KRIEG BOARD MEMBER 1.00 X 0 0 0 JU'COBY PITTMAN 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 SALAMANN WAHIDI BOARD MEMBER 1.00 X 0 0 0 LENNY CURRY BOARD MEMBER 1.00 X 0 0 0 552430 0 55695 3 0 1 0 CLEAN SLATE HOSPITALITY 2740 LOJA STREET ST AUGUSTINE FL 32084 FOOD & BEVERAGE MANAGEMENT SERVICE 312368 TERRY L MAPLE PHD 95062 WOODBURY LANE FERNANDINA BEACH FL 32034 CONSULTING SERVICES 214992 JB COXWELL CONTRACTING INC 6741 LLOYD ROAD WEST JACKSONVILLE FL 32254 CONSTRUCTION SERVICES 116731 3 3151233 62500 10725370 4093298 83694 18032401 ADMISSIONS 713990 8553511 8553511 ATTRACTIONS 713990 2707094 2707094 EDUCATION PROGRAMS 713990 463571 463571 GROUP SALES 713990 450516 450516 OTHER 713990 55567 55567 12230259 14737 14737 60846 0 60846 60846 60846 75 8271 -8196 -8196 -8196 2168550 62500 996222 1172328 1172328 6170949 2511406 3659543 3659543 MISC INCOME 900099 174501 174501 174501 35336419 12465606 0 4838412 255404 255404 55406 55406 462834 416551 46283 10927910 9153145 1364898 409867 209797 176167 24661 8969 1780833 1484489 231408 64936 937004 769754 135839 31411 67980 67980 2119278 1410896 691130 17252 128540 128540 401378 326324 67269 7785 249622 199698 37443 12481 2063881 1737848 260337 65696 10853 10853 3011493 2860918 90345 60230 625987 500790 93898 31299 ANIMAL EXHIBITS, CONSER 2030192 2029806 386 MISCELLANEOUS 653981 66298 564744 22939 REPAIRS & MAINTENANCE 424771 422985 1608 178 STAFF DEVELOPMENT 125509 86422 29592 9495 50473 11818 37331 1324 26593126 21676708 4126273 790145 18901078 15689043 2493348 5650918 400123 837416 52448 389968 175021 285332 659977 652498 103497535 46280385 56960390 57217150 301396 295683 79943781 81018008 2393226 1445434 1371515 1449401 6799160 0 10563901 2894835 X 67144723 74044322 2235157 4078851 69379880 78123173 79943781 81018008 8743293 0 X X 0 1 X 1 0 X 7875257 9521909 11790456 10488978 18032401 57709001 7875257 9521909 11790456 10488978 18032401 57709001 57709001 -35205 -1765 32912 53258 75583 124783 206277 247126 342992 907740 1172328 2876463 60710247 31026220 0.95060 0.97290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4817500 4817500 90295968 40606709 49689259 5245742 3752710 1493032 3138325 1920966 1217359 57217150 X 38852318 3515899 3515899 35336419 0 35336419 30109025 3515899 3515899 26593126 0 26593126 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, 2022 AND 2021. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS ARE 2019 AND FORWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 8,271. COST OF GOODS SOLD 2,511,406. FUNDRAISING EXPENSES 996,222. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 8,271. COST OF GOODS SOLD 2,511,406. FUNDRAISING EXPENSES 996,222. 1 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS IN THE REGION 13000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS IN THE REGION 37306 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS IN THE REGION 5100 0 0 0 0 0 0 55406 0 55406 SUB-SAHARAN AFRICA CONSERVATION SUPPPORT FOR AFRICAN ELEPHANT, BOTSWANA 37306 CASH PAYMENT 0 SOUTH AMERICA CONSERVATION SUPPORT FOR GIANT ARMADILLO - COMMUNITY OFFICER POSITION, BRAZIL 13000 CASH PAYMENT 0 CENTRAL AMERICA AND THE CARIBBEAN CONSERVATION SUPPORT FOR BLUE IGUANA, CAYMAN ISLANDS 5100 CASH PAYMENT 0 3 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SPOOKTACULAR 1132744 30000 1102744 92298 148051 229961 ZOOLIGHTS 610231 10000 600231 55127 80137 189122 9 449952 22500 427452 50832 13231 137463 2192927 62500 2130427 198257 241419 556546 996222 1134205 1 UNIVERSITY OF NORTH FLORIDA - COLLEGE OF ARTS & SCIENCES 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 115169 60000 0 ANIMAL BEHAVIOR RESEARCH - $30,000; ANNUAL VISITING PROFESSORSHIP- $30,000 WILDLIFE CONSERVATION GLOBAL INC 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 19000 0 CONSERVATION SUPPORT - OKAPI CONSERVATION INTERNATIONAL RHINO FOUNDATION 201 MAIN STREET SUITE 2600 FORT WORTH TX 76102 752815706 501(C)(3) 36000 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 MADAGASCAR FAUNA AND FLORA GROUP 1590 GOODLETTE ROAD NAPLES FL 34102 811656070 501(C)(3) 7477 0 CONSERVATION SUPPORT - BIODIVERSITY CONSERVATION FRIENDS OF BONOBOSLOLA YA BONOBO-USA 3520 KANGAROO DRIVE P O BOX 2652 DURHAM NC 27715 200347301 501(C)(3) 15000 0 CONSERVATION SUPPORT - LOLA YA BONOBO SANCTUARY UF FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 590974739 501(C)(3) 31575 12710 FAIR MARKET VALUE TRAIL CAMERAS 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 RUPUNUNI LEARNERS FOUNDATION 3650 JUNIATA STREET ST LOUIS MO 63116 141853080 501(C)(3) 6142 0 CONSERVATION SUPPORT - GUYANA JAGUAR CONSERVATION, WORK OF MATT HALLETT 14 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 247747 0 0 0 0 0 14466 0 11679 0 273892 0 0 0 TERESA KENNEDY CHIEF OPERATING OFFICER 167205 0 6784 0 0 0 5946 0 9006 0 188941 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 - $10,000 FOR 2021 TAX CALENDAR YEAR. X 9 51511 STOCK EXCHANGE X SPECIAL EVENTS ITEMS 56 22260 ESTIMATED FMV X FURNITURE & EQUIPMENT 4 5801 ESTIMATED FMV X ANIMAL SUPPLIES 5 4123 ESTIMATED FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 KELLY COKER-DANIELS, LENNY CURRY, LEEANN KRIEG, AND JU'COBY PITTMAN HAVE A BUSINESS RELATIONSHIP. TERESA KENNEDY, COO, AND MICHAEL THOMPSON, PRESIDENT CLEAN SLATE HOSPITALITY, HAVE A FAMILY 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.