2020-08-18T11:41:42-05:00 2019-09-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2018-10-01 591319010 JACKSONVILLE ZOOLOGICAL SOCIETY INC JACK 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 322185799 HOLLY A ELLIS FINANCE DIRECTOR 9047574463 2020-08-12 1 ROBERT T LOVERICH P00218080 9043965831 2020-08-11 97.65.155.75 2020-08-12 07:47:42 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 81BDDB8BB469E8C47351167404CFF7833A680F39 2018 2020-11-06 18:47:13Z HOLLY A ELLIS 370 ZOO PARKWAY JACKSONVILLE FL 32218 26066265 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 31 485 330 0 0 7875257 9521909 9218429 8976388 -35205 -1765 4524832 4485768 21583313 22982300 255708 359629 0 0 10919026 11359962 0 0 818929 9577625 9412717 20752359 21132308 830954 1849992 67446978 67160450 4898269 2761749 62548709 64398701 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 17769441 359629 8974623 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). 961,961 GUESTS VISITED THE ZOO WITH ITS AWARD WINNING ANIMAL AND BOTANICAL EXHIBITS, AND OVER 150,000 GUESTS ENJOYED SPECIFIC EDUCATIONAL PROGRAMS, IN ADDITION TO THOSE EDUCATIONAL EXPERIENCES THROUGHOUT THE PARK. 17769441 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 70 0 1 485 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 1 0 X HOLLY ELLIS 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 32218 AL FERRARO BOARD MEMBER 1.00 X 0 0 0 ANN HARWOOD-NUSS 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 CARL CANNON BOARD MEMBER 3.00 X 0 0 0 CHARLES GED BOARD MEMBER 2.00 X 0 0 0 DARRYL WILLIE BOARD MEMBER 1.00 X 0 0 0 JANNA MCNICHOLAS BOARD MEMBER 3.00 X 0 0 0 JOHN HAYT BOARD MEMBER 2.00 X 0 0 0 JOHN MCILVAINE 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 KELLY COKER-DANIEL BOARD MEMBER 3.00 X 0 0 0 KERRI STEWART BOARD MEMBER 1.00 X 0 0 0 KRYSTYN COLLIER BOARD MEMBER 1.00 X 0 0 0 LEANNA CUMBER BOARD MEMBER 1.00 X 0 0 0 LENNY CURRY BOARD MEMBER 1.00 X 0 0 0 LORI BOYER BOARD MEMBER 1.00 X 0 0 0 MARGARET HICKS BOARD MEMBER 1.00 X 0 0 0 MORRIE ZIMMERMAN BOARD MEMBER 1.00 X 0 0 0 PAISLEY BONEY BOARD MEMBER 3.00 X 0 0 0 PAMELA PHILLIPS BOARD MEMBER 1.00 X 0 0 0 RENE KURZIUS BOARD MEMBER 1.00 X 0 0 0 SCOTT WITT BOARD MEMBER 1.00 X 0 0 0 SUSAN WELSH BOARD MEMBER 3.00 X 0 0 0 BRYAN RHODE SECRETARY 3.00 X 0 0 0 HOLLY ELLIS CHIEF FINANCIAL OFFICER 40.00 X 118321 0 5990 JED DAVIS BOARD MEMBER 3.00 X 0 0 0 MARTHA BAKER BOARD CHAIR 4.00 X 0 0 0 TONY VECCHIO EXECUTIVE DIRECTOR 40.00 X 230600 0 18776 WILLIAM ROWE TREASURER 3.00 X 0 0 0 348921 0 24766 2 0 1 0 PERRY-MCCALL CONSTRUCTION INC 6104 S GAZEBO PARK PLACE JACKSONVILLE FL 32257 CONSTRUCTION SERVICES 5124713 MAD MEN MARKETINGJAMES BLAIR 1001 KINGS AVE STE 300 JACKSONVILLE FL 32207 MARKETING SERVICES 240939 TERRY L MAPLE PHD 95062 WOODBURY LANE FERNANDINA BEACH FL 32034 CONSULTING SERVICES 203950 DRAWDY & COMPANY LLC PO BOX 1986 ORANGE PARK FL 32067 CONSTRUCTION SERVICES 136117 SHEPHERD 1301 RIVERPLACE BLVD SUITE 1100 JACKSONVILLE FL 32207 MARKETING SERVICES 108193 5 2566862 406085 5811382 737580 180943 9521909 ADMISSIONS 713990 6411382 6411382 ANNUAL FUND 713990 897654 897654 GROUP SALES 713990 773296 773296 OTHER 713990 572601 572601 EDUCATION PROGRAMS 713990 321455 321455 8976388 635 635 361806 361806 2400 0 -2400 -2400 -2400 1256418 406085 1009292 247126 247126 5949109 1710467 4238642 4238642 22982300 8974623 0 4485768 359629 359629 381519 343367 38152 8459286 7006789 1035255 417242 164764 131811 24715 8238 1675268 1376178 217574 81516 679125 543300 101869 33956 47503 47503 1234383 1040518 156276 37589 516201 503425 100 12676 637967 554264 66489 17214 187762 150210 28164 9388 958278 766622 143742 47914 171826 117809 42982 11035 42208 42208 3089355 2934887 92681 61787 478001 382401 71700 23900 ANIMAL EXHIBITS 1442765 1442765 REPAIRS & MAINTENANCE 369071 368947 124 MISCELLANEOUS 148704 65877 66418 16409 88693 24009 62771 1913 21132308 17769441 2543938 818929 3656015 6306940 237853 238295 2407746 1740666 243947 117767 291387 337607 269441 338955 95695720 37933018 60007696 57762702 332893 317518 67446978 67160450 2487537 1754275 1110732 1007474 1300000 0 4898269 2761749 X 2693071 2269350 59855638 62129351 62548709 64398701 67446978 67160450 1849992 0 X X 0 1 X 1 0 X 4387672 7405720 7143219 7875257 9521909 36333777 4387672 7405720 7143219 7875257 9521909 36333777 36333777 -6682 -10926 -2731 -35205 -1765 -57309 141451 317241 223433 206277 247126 1135528 37411996 71597378 0.97120 0.97010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4715747 4715747 90979973 37933018 53046955 57762702 X 25870787 227802 2660685 2888487 22982300 0 22982300 24020795 227802 2660685 2888487 21132308 0 21132308 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, 2019 AND 2018. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS ARE 2016 AND FORWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 2,400. COST OF GOODS SOLD 1,710,467. FUNDRAISING EXPENSES 947,818. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 2,400. COST OF GOODS SOLD 1,710,464. FUNDRAISING EXPENSES 947,821. 0 0 0 0 0 0 0 0 0 0 PLOT 121 BOEKENHOUTKLOOF, RIETFONTEIN, SOUTH AFRICA CONSERVATION SUPPORTVULTURE RESTAURANTS - SOUTH AFRICA 6900 CASH PAYMENT 2 PRIEST PARK VIEW WARWICK ROAD, CHADWICK END, SOLIHULL, UNITED KINGDOM B93 CONSERVATION SUPPORTAFRICAN ELEPHANT CONSERVATIONBOTSWANA AFRICA 10000 CASH PAYMENT GANGES STREET, SOPHIA, GEORGETOWN, GUYANA, SOUTH AMERICA CONSERVATION SUPPORTJAGUAR AND GIANT OTTER 6000 CASH PAYMENT 0 0 0 0 0 0 SPOOKTACULAR 599067 30000 569067 39655 13905 242031 ZOOLIGHTS 525236 42600 482636 46125 44361 218475 5 763885 153085 610800 56391 18874 94101 1888188 225685 1662503 142171 77140 554607 773918 888585 1 RUPUNUNI LEARNERS FOUNDATION 3650 JUNIATA STREET ST LOUIS MO 63116 141853080 501(C)(3) 7000 CONSERVATION SUPPORTGUYANA JAGUAR CONSERVATIONWORK OF MATT HALLETT ASSOCIATION OF ZOOS & AQUARIUMS 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 550526930 501(C)(3) 20000 CONSERVATION SUPPORTHURRICANE RELIEF FUND WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501(C)(3) 10000 CONSERVATION SUPPORTGREVY ZEBRAS - $5,000CHEETAH CONSERVATION BOTSWANA - $5,000 WILDLIFE CONSERVATION GLOBAL INC 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 15000 CONSERVATION SUPPORTEPULU OKAPI SEA TO SHORE ALLIANCE 4411 BEE RIDGE ROAD 490 SARASOTA FL 34233 262568737 501(C)(3) 15000 CONSERVATION SUPPORTMANATEE RESCUE & REHABILITATION ZOO CONSERVATION OUTREACH GROUP 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 752376327 501(C)(3) 89000 CONSERVATION SUPPORTZCOG PROGRAM SUPPORT - $6,000WAZA SPANISH TRANSLATION SERVICES - $2,500CONSERVATION TRAINING SCHOLARSHIP - $3,500GIANT ARMADILLO CONSERVATION PROGRAM BRAZIL - $50,000GEORGETOWN ZOO GUYANA CAPACITY BUILDING - $9,000XENARTHRAN CONSERVATION PROGRAMS - $12,500BEST PRACTICES IN ANIMAL KEEPING COURSE - BRAZIL - $4,000ANDEAN BEAR PROGRAM - $1,500 SOUTH-EAST ZOO ALLIANCE FOR REPRODUCTION & CONSERVATION 581705 WHITE OAK ROAD YULEE FL 32097 275075817 501(C)(3) 20000 CONSERVATION SUPPORT GLOBAL WILDLIFE CONSERVATION P O BOX 129 AUSTIN TX 78767 262887967 501(C)(3) 10000 CONSERVATION SUPPORTIUCN'S SPECIES SURVIVAL COMMISSIONCHAIR: STRATEGIC PARTERSHIP DIRECTOR SUPPORT UNIVERSITY OF NORTH FLORIDA - COLLEGE OF ARTS & SCIENCES 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 509(A) 40800 FELLOWSHIP - ANIMALBEHAVIOR RESEARCH2 GRADUATE STUDENTS AMERICAN ASSOCIATION OF ZOOKEEPERS - JACKSONVILLE CHAPTER 370 ZOO PARKWAY JACKSONVILLE FL 32218 593027921 501(C)(3) 7250 CONSERVATION SUPPORTBOWLING FOR RHINOS - $2,000CHAPTER CONSERVATION SUPPORT - $5,250 AVIAN RESEARCH AND CONSERVATION INSTITUTE 411 NE 7TH STREET GAINESVILLE FL 32601 593455864 501(C)(3) 10000 CONSERVATION SUPPORTSWALLOWED TAILED KITES MONITORING INTERNATIONAL RHINO FOUNDATION 201 MAIN STREET SUITE 2600 FORT WORTH TX 76102 752815706 501(C)(3) 40000 CONSERVATION SUPPORTBUKIIT SELATAN NATIONAL RANGER SUPPORT GRACE CENTER INC PO BOX 334 CUMBERLAND CENTER ME 04021 462308758 501(C)(3) 15420 CONSERVATION SUPPORTGRACE SANCTUARY SUPPORT - $15,000CONSERVATION EVENT SPEAKER FLIGHT - $420.09 TURTLE SURVIVAL ALLIANCE 1030 JENKINS RD STE D CHARLESTON SC 29407 200785702 501(C)(3) 5250 CONSERVATION SUPPORTTURTLE GENERAL SUPPORT - $5,000TURTLE SURVIVE T-SHIRT SPONSOR - $250 FRIENDS OF BONOBOSLOLA YA BONOBO-USA 3520 KANGAROO DRIVE PO BOX 2652 DURHAM NC 27715 200347301 501(C)(3) 17330 CONSERVATION SUPPORTLOLA YA BONOBO SANCTUARY - $15,000CONSERVATION EVENT SPEAKER FLIGHT - $2,330 UNIVERSITY OF FLORIDA BOARD OF TRUSTEES PO BOX 113001 GAINESVILLE FL 32611 596002052 509(A) 14679 CONSERVATION SUPPORTHARPEROCALLIS FLAVA STUDY - DR. HECTOR PEREZ - $5,000PLANTS FOR POLLINATORS - $9,679 14 2 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 223898 0 6702 0 0 0 18776 0 0 0 249376 0 0 0 PART I, LINE 3 EXECUTIVE COMMITTEE APPROVES COMPENSATION FOR EXECUTIVE DIRECTOR PART I, LINE 4B 457(B)RETIREMENT PLAN - TONY VECCHIO - $10,000 FOR 2018 TAX CALENDAR YEAR. X 7375 361806 EST FAIR MARKET VALUE X SPECIAL EVENTS 124 180400 EST FAIR MARKET VALU X FURNITURE AND EQUIPMENT 6 543 EST FAIR MARKET VALU 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 LORI BOYER, KELLY COKER-DANIELS, LENNY CURRY, JORDAN ELSBURY, AL FERRARO, AND KERI 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 15 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.