2021-08-12T14:07:52-05:00 2020-09-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2019-10-01 591319010 JACKSONVILLE ZOOLOGICAL SOCIETY INC JACK 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 322185799 HOLLY A ELLIS CHIEF FINANCIAL OFFICER 9047574463 2021-08-12 1 ROBERT T LOVERICH P00218080 9043965831 2021-08-12 2019 2022-09-23 18:48:47Z JACKSONVILLE ZOO AND GARDENS HOLLY A ELLIS 370 ZOO PARKWAY JACKSONVILLE FL 32218 22596661 0 X WWW.JAXZOO.ORG X 1970 FL THE JACKSONVILLE ZOO & GARDENS STRIVES TO INSPIRE DISCOVERY, APPRECIATION AND CONSERVATION OF WILDLIFE, PLANTS AND NATURAL RESOURCES THROUGH INNOVATIVE EXPERIENCES IN A CARING ENVIRONMENT. OUR MISSION IS TO FOSTER UNDERSTANDING OF THE INTERACTION OF PEOPLE, WILDLIFE, AND THEIR ENVIRONMENT BY CREATING EXPERIENCES THAT ENGAGE OUR GUESTS; PROVIDING FUN AND INNOVATIVE EDUCATIONAL OPPORTUNITIES; FUNDING OPERATINGS, EXPANSION AND PROGRAMS THROUGH AN ENTREPRENEURIAL SPIRIT WITH PUBLIC AND PRIVATE PARTNERSHIPS; AND INSTILLING PASSION AND CONSERVATION IN THE NEXT GENERATION AS RESPONSIBLE STEWARDS OF OUR PLANET EARTH. 31 31 530 330 0 0 9521909 11790456 8976388 6451337 -1765 1456 4485768 2449472 22982300 20692721 359629 201445 0 0 11359962 11430220 0 0 851246 9412717 8998514 21132308 20630179 1849992 62542 67160450 69716366 2761749 5255123 64398701 64461243 X THE JACKSONVILLE ZOO & GARDENS STRIVES TO INSPIRE DISCOVERY, APPRECIATION AND CONSERVATION OF WILDLIFE, PLANTS AND NATURAL RESOURCES THROUGH INNOVATIVE EXPERIENCES IN A CARING ENVIRONMENT. THE JACKSONVILLE ZOO & GARDENS FOSTERS UNDERSTANDING THAT EMPOWERS PEOPLE TO RESPECT AND CONSERVE THEIR NATURAL ENVIRONMENT BY CREATING INNOVATIVE EDUCATIONAL AND RECREATIONAL EXPERIENCES THAT ENGAGE OUR GUESTS; FUNDING OPERATINGS, EXPANSION AND PROGRAMS THROUGH AN ENTREPRENEURIAL SPIRIT WITH PUBLIC AND PRIVATE PARTNERSHIPS; AND INSTILLING PASSION TO ACTIVELY PARTICIPATE AS RESPONSIBLE STEWARDS OF OUR PLANET EARTH. 0 0 16490694 201445 6483856 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). 645,704 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. 16490694 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 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 88 0 1 530 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 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 240598 0 31690 TERESA KENNEDY CHIEF OPERATING OFFICER 40.00 X 162295 0 0 HOLLY ELLIS CHIEF FINANCIAL OFFICER 40.00 X 117373 0 5933 WILLIAM ROWE BOARD CHAIR 4.00 X X 0 0 0 SUSAN WELSH SECRETARY 3.00 X X 0 0 0 CHARLES GED TREASURER & VICE CHAIR - FINANCE 3.00 X X 0 0 0 ANN HARWOOD-NUSS VICE CHAIR - ANIMAL CARE & CONSERVATION 3.00 X X 0 0 0 CARL CANNON VICE CHAIR - CAPITAL CAMPAIGN 3.00 X X 0 0 0 JANNA MCNICHOLAS VICE CHAIR - GOVERNANCE 3.00 X X 0 0 0 JOHN MCILVAINE VICE CHAIR - MARKETING & DEVELOPMENT 3.00 X X 0 0 0 KELLY COKER-DANIEL VICE CHAIR - EDUCATION 3.00 X X 0 0 0 LUCIA LINDSEY VICE CHAIR - GARDENS & ART 3.00 X X 0 0 0 AL FERRARO BOARD MEMBER 1.00 X 0 0 0 ANNE MARIE CUSHMAC BOARD MEMBER 1.00 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 GEORGE MIKES BOARD MEMBER 1.00 X 0 0 0 JESSICA FOWLER 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 JORDAN ELSBURY BOARD MEMBER 3.00 X 0 0 0 KAREN ESTELLA SMITH BOARD MEMBER 1.00 X 0 0 0 KERRI STEWART VICE CHAIR - SPECIAL PROJECTS 3.00 X 0 0 0 KRYSTYN COLLIER BOARD MEMBER 1.00 X 0 0 0 LENNY CURRY BOARD MEMBER 1.00 X 0 0 0 MARGARET HICKS BOARD MEMBER 1.00 X 0 0 0 MARTHA BAKER PAST CHAIR 3.00 X X 0 0 0 PAMELA PHILLIPS 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 TERRENCE FREEMAN BOARD MEMBER 1.00 X 0 0 0 520266 0 37623 3 0 1 0 TERRY L MAPLE PHD 95062 WOODBURY LANE FERNANDINA BEACH FL 32034 CONSULTING SERVICES 203439 TOTAL COMFORT SOLUTIONS 4801 EXECUTIVE PARK CT BLDG 200 S JACKSONVILLE FL 32216 EQUIPMENT REPAIR SERVICES 151736 SHEPHERD 1301 RIVERPLACE BLVD SUITE 1100 JACKSONVILLE FL 32207 MARKETING SERVICES 111181 3 2288316 146740 7442348 1913052 64607 11790456 ADMISSIONS 713990 4863875 4863875 ATTRACTIONS 713990 974464 974464 GROUP SALES 713990 446300 446300 EDUCATION PROGRAMS 713990 103369 103369 OTHER 713990 63329 63329 6451337 393 393 32519 0 32519 32519 32519 54221 53158 1063 1063 1063 1070471 146740 727518 342953 342953 3197264 1123264 2074000 2074000 20692721 6483856 0 2418409 147370 147370 54075 54075 423371 381034 42337 8410149 6728120 1261523 420506 145184 116147 21778 7259 1857088 1469102 296772 91214 594428 475543 89164 29721 8743 8743 45750 45750 1075996 855379 201563 19054 398763 334683 250 63830 285147 220857 60992 3298 177948 142359 26692 8897 1498252 1274296 171288 52668 80342 63850 13459 3033 23128 23128 3073048 2919396 92191 61461 481392 385113 72209 24070 ANIMAL EXHIBITS, CONSER 1051640 1051640 MISCELLANEOUS 447413 47425 376925 23063 REPAIRS & MAINTENANCE 197401 196623 778 BAD DEBTS 102629 102629 50922 8716 41371 835 20630179 16490694 3288239 851246 6306940 8122633 238295 800021 1740666 784768 117767 274990 337607 316153 338955 268939 99668993 40834813 57762702 58834180 317518 314682 67160450 69716366 1754275 2235036 1007474 873674 0 2146413 2761749 5255123 X 59848290 62055256 4550411 2405987 64398701 64461243 67160450 69716366 62542 0 X X 0 1 X 1 0 X 7405720 7143219 7875257 9521909 11790456 43736561 7405720 7143219 7875257 9521909 11790456 43736561 43736561 -10926 -2731 -35205 -1765 32912 -17715 317241 223433 206277 247126 342992 1337069 45055915 59260346 0.97070 0.97120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4715747 4715747 441243 197649 243594 4188826 3334630 854196 90323177 37302534 53020643 58834180 X 22779670 235640 1851309 2086949 20692721 0 20692721 22717128 235640 1851309 2086949 20630179 0 20630179 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, 2020 AND 2019. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS ARE 2017 AND FORWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 527. COST OF GOODS SOLD 1,123,264. FUNDRAISING EXPENSES 727,518. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 527. COST OF GOODS SOLD 1,123,264. FUNDRAISING EXPENSES 727,518. 0 0 0 0 0 0 0 0 0 0 SOUTH AMERICA SHORT TAILED CHINCHILLA CONSERVATION AND RECOVERY- CHILE 5000 CASH PAYMENT SOUTH AMERICA XENARTHRAN CONSERVATION PROGRAMS- BRAZIL 7500 CASH PAYMENT SUB-SAHARAN AFRICA LOLA YA BONOBO SANCTUARY 10000 CASH PAYMENT SUB-SAHARAN AFRICA CONSERVATION SUPPORT- GUYANA WILDLIFE CONSERVATION INITIATIVE 31575 CASH PAYMENT 3 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: SPOOKTACULAR 561310 23000 538310 53546 17275 244568 ZOOLIGHTS 433901 37000 396901 44948 50704 214582 4 207139 86740 120399 22707 11901 64117 1202350 146740 1055610 121201 79880 523267 724348 331262 1 UNIVERSITY OF NORTH FLORIDA - COLLEGE OF ARTS & SCIENCES 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 115 70800 FELLOWSHIP - ANIMAL BEHAVIOR RESEARCH 2 GRADUATE STUDENTS- $40,800; ANNUAL VISITING PROFESSORSHIP- $30,000 WILDLIFE CONSERVATION GLOBAL INC 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 10000 CONSERVATION SUPPORT EPULU OKAPI INTERNATIONAL RHINO FOUNDATION 201 MAIN STREET SUITE 2600 FORT WORTH TX 76102 752815706 501(C)(3) 10000 CONSERVATION SUPPORT BUKIT SELATAN NATIONAL RHINO PROTECTION UNITS AMERICAN ASSOCIATION OF ZOOKEEPERS - JACKSONVILLE CHAPTER 370 ZOO PARKWAY JACKSONVILLE FL 32218 593027921 501(C)(3) 5375 CONSERVATION SUPPORT MABULA HORNBILL PROJECT- $4,000; CHAPTER CONSERVATION SUPPORT$ $1,375 SEA TO SHORE ALLIANCE 4411 BEE RIDGE ROAD 490 SARASOTA FL 34233 262568737 501(C)(3) 15000 CONSERVATION SUPPORT MANATEE RESCUE & REHABILITATION SOUTH-EAST ZOO ALLIANCE FOR REPRODUCTION & CONSERVATION 581705 WHITE OAK ROAD YULEE FL 32097 275075817 501(C)(3) 10000 CONSERVATION SUPPORT ZOO CONSERVATION OUTREACH GROUP 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 752376327 501(C)(3) 16250 CONSERVATION SUPPORT- ZCOG PROGRAM SUPPORT - $10,000; XENARTHRAN CONSERVATION PROGRAMS AND GRANT ADMINISTRATION- $6,250 UNIVERSITY OF FLORIDA BOARD OF TRUSTEES PO BOX 113001 GAINESVILLE FL 32611 596002052 115 9945 CONSERVATION SUPPORT HARPEROCALLIS FLAVA STUDY - DR. HECTOR PEREZ - $5,006; PLANTS FOR POLLINATORS - $4,939 8 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 240598 0 0 0 0 0 18300 0 13390 0 272288 0 0 0 TERESA KENNEDY CHIEF OPERATING OFFICER 162295 0 0 0 0 0 0 0 0 0 162295 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 2019 TAX CALENDAR YEAR. X 3 61535 STOCK EXCHANGE X SPECIAL EVENTS ITEMS 3 7040 X ANIMAL SUPPLIES 6 4204 X SUPPLIES 2 1200 X FURNITURE & EQUIPMENT 2 1015 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 KELLY COKER-DANIELS, LENNY CURRY, JORDAN ELSBURY, AL FERRARO, TERRANCE FREEMAN AND KERRI STEWART 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.