2019-08-09T13:45:12-05:00 2018-09-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2017-10-01 591319010 JACKSONVILLE ZOOLOGICAL SOCIETY INC JACK 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 322185799 HOLLY A ELLIS FINANCE DIRECTOR 9047574463 2019-07-24 1 ROBERT T LOVERICH P00218080 9043965831 2019-07-24 97.65.155.77 2019-07-24 09:03:55 ED P F362EEFF9D1FE0FFC2C6A6A69F994E670B238353 DAA18A948E192D1913423C8465596173D4FB106B 2017 2019-02-21 02:37:17Z HOLLY A ELLIS 370 ZOO PARKWAY JACKSONVILLE FL 32218 24547020 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 OPERATIONS, 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. 33 33 494 330 0 0 7143219 7875257 8298703 9218429 -2731 -35205 4164529 4524832 19603720 21583313 262492 255708 0 0 10295518 10919026 0 0 399955 8819156 9577625 19377166 20752359 226554 830954 64784764 67446978 3067009 4898269 61717755 62548709 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 OPERATIONS, 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 18381652 255708 9283509 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). 959,156 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. 18381652 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 71 0 1 494 1 0 0 0 0 0 1 1 0 0 0 0 X 33 33 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 BRYAN RHODE SECRETARY 3.00 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 JENNIFER GUTHRIE BOARD MEMBER 3.00 X 0 0 0 JEREMY HART BOARD MEMBER 1.00 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 JOSHUA MARTINO BOARD MEMBER 1.00 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 KENYON MERRITT BOARD MEMBER 1.00 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 MARTHA BAKER BOARD CHAIR 4.00 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 SUSAN WELSH BOARD MEMBER 3.00 X 0 0 0 WILFREDO GONZALEZ BOARD MEMBER 1.00 X 0 0 0 WILLIAM ROWE TREASURER 3.00 X 0 0 0 HOLLY ELLIS CHIEF FINANCIAL OFFICER 40.00 X 112921 0 5684 JED DAVIS BOARD MEMBER 3.00 X 0 0 0 TONY VECCHIO EXECUTIVE DIRECTOR 40.00 X 220235 0 17961 333156 0 23645 2 0 1 0 PERRY-MCCALL CONSTRUCTION INC 6104 S GAZEBO PARK PLACE JACKSONVILLE FL 32257 CONSTRUCTION SERVICES 2919547 CARIBENO ARCHITECTORAL GROUP INC 1250 W EAUGALLIE BLVD SUITE F MELBOURNE FL 32935 ARCHITECTURAL SERVICES 375095 DRAWDY & COMPANY LLC PO BOX 1986 ORANGE PARK FL 32067 CONSTRUCTION SERVICES 211748 TERRY L MAPLE PHD 95062 WOODBURY LANE FERNANDINA BEACH FL 32034 CONSULTING SERVICES 146934 SHEPHERD 1301 RIVERPLACE BLVD SUITE 1100 JACKSONVILLE FL 32207 MARKETING SERVICES 138750 5 2364407 415147 2573131 2522572 206605 7875257 ADMISSIONS 713990 6701171 6701171 ANNUAL FUND 713990 889566 889566 GROUP SALES 713990 744214 744214 OTHER 713990 589215 589215 EDUCATION PROGRAMS 713990 292763 292763 1500 1500 9218429 1622 1622 85149 85149 36827 0 -36827 -36827 -36827 1348845 415147 1142568 206277 206277 5917433 1699163 4218270 4218270 MISC. REVENUE-RELATED-990 524298 100285 100285 100285 21583313 9283509 0 4424547 255708 255708 404593 364134 40459 8262962 7480678 551753 230531 133236 108680 22258 2298 1484764 1239197 209745 35822 633471 519446 95021 19004 43250 43250 1607870 1460669 120649 26552 591288 580904 994 9390 962476 900099 33193 29184 171067 147516 23551 1003821 1003821 157804 135980 20490 1334 18817 18817 2867052 2723699 143353 451565 248782 202783 ANIMAL EXHIBITS 995866 995866 REPAIRS & MAINTENANCE 357048 357019 29 MISCELLANEOUS 190080 172300 17780 TRAINING 69815 150 68680 985 89806 51138 34301 4367 20752359 18381652 1970752 399955 3759709 3656015 1961446 237853 3526582 2407746 96978 243947 274829 291387 364888 269441 94933183 34925487 54450693 60007696 349639 332893 64784764 67446978 2174468 2487537 892541 1110732 1300000 3067009 4898269 X 3672986 2693071 58044769 59855638 61717755 62548709 64784764 67446978 830954 0 X X 0 1 X 1 0 X 7366387 4387672 7405720 7143219 7875257 34178255 7366387 4387672 7405720 7143219 7875257 34178255 34178255 -1018 -6682 -10926 -2731 -35205 -56562 221842 141451 317241 223433 206277 1110244 35231937 68193615 0.97010 0.96990 X 4715747 4715747 90217436 34925487 55291949 60007696 X 24503440 236202 2683925 2920127 21583313 0 21583313 23672486 236202 2683925 2920127 20752359 0 20752359 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, 2018 AND 2017. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS ARE 2015 AND FORWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 36,827. COST OF GOODS SOLD 1,699,163. FUNDRAISING EXPENSES 947,935. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 36,827. COST OF GOODS SOLD 1,699,163. FUNDRAISING EXPENSES 947,935. 0 0 0 0 0 0 0 0 0 0 PLOT 121 BOEKENHOUTKLOOF, RIETFONTEIN, SOUTH AFRICA CONSERVATION SUPPORTVULTURE RESTAURANTS - SOUTH AFRICA 12000 CASH PAYMENT 0 0 0 0 0 0 SPOOKTACULAR 620501 32200 588301 35627 6312 209553 ZOOLIGHTS 381784 42500 339284 27888 25515 294084 5 765244 134642 630602 43734 15280 77048 1767529 209342 1558187 107249 47107 580685 735041 823146 1 RUPUNUNI LEARNERS FOUNDATION 3650 JUNIATA STREET ST LOUIS MO 63116 141853080 501(C)(3) 6000 CONSERVATION SUPPORTGUYANA JAGUAR CONSERVATIONWORK OF MATT HALLETT ASSOCIATION OF ZOOS & AQUARIUMS 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 550526930 501(C)(3) 25000 CONSERVATION SUPPORTSAFE INITIATIVE 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) 17000 CONSERVATION SUPPORTRIGHT WHALE - $2,000MANATEE RESCUE & REHABILITATION - $15,000 ZOO CONSERVATION OUTREACH GROUP 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 752376327 501(C)(3) 21000 CONSERVATION SUPPORTZCOG PROGRAM SUPPORT - $6,250CONSERVATION TRAINING SCHOLARSHIP - $3,500GIANT ARMADILLO & TAPIR - $10,000LOWLAND TAPIR INITIATIVE - $1,250 SOUTH-EAST ZOO ALLIANCE FOR REPRODUCTION & CONSERVATION 581705 WHITE OAK ROAD YULEE FL 32097 275075817 501(C)(3) 20000 CONSERVATION SUPPORT INTERNATIONAL RHINO FOUNDATION 201 MAIN STREET SUITE 2600 FORT WORTH TX 76102 752815706 501(C)(3) 40000 CONSERVATION SUPPORT ZOOLOGICAL SOCIETY OF MILWAUKEE 10005 W BLUE MOUND ROAD MILWAUKEE WI 53226 396077242 501(C)(3) 10000 CONSERVATION SUPPORTBONOBO & CONGO BIODIVERSITY INITIATIVE 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) 20400 FELLOWSHIP - ANIMALBEHAVIOR RESEARCH2 GRADUATE STUDENTS AMERICAN ASSOCIATION OF ZOOKEEPERS - JACKSONVILLE CHAPTER 370 ZOO PARKWAY JACKSONVILLE FL 32218 593027921 501(C)(3) 7063 CONSERVATION SUPPORTADOPT A SUNFISH - $1,000BOWLING FOR RHINOS - $1,500TREES FOR TIGERS - $3,500CHAPTER CONSERVATION SUPPORT - $1,063 AVIAN RESEARCH AND CONSERVATION INSTITUTE 411 NE 7TH STREET GAINESVILLE FL 32601 593455864 501(C)(3) 10000 CONSERVATION SUPPORTSWALLOWED TAILED KITES MONITORING BELIZE FOUNDATION FOR RESEARCH & ENVIRONMENTAL EDUCATION 2602 NW 6TH STREET SUITE D GAINESVILLE FL 32609 593340282 501(C)(3) 7500 CONSERVATION SUPPORTHICATEE RESEARCH & CONSERVATION CENTER SUPPORT - $4,500HICATEE HEALTH ASSESSMENTS - $3,000 BOK TOWER GARDENS INC 1151 TOWER BOULEVARD LAKE WALES FL 33853 231352009 501(C)(3) 6000 CONSERVATION SUPPORTCLASPING WAREA GENETIC ASSESSMENT ARCHIBOLD BIOLOGICAL STATION 123 MAIN DRIVE VENUS FL 33960 236400408 501(C)(3) 12000 CONSERVATION SUPPORTHARTWRIGTHIA PLANT CONSERVATION - $4,000CROTALARIA PLANT CONSERVATION - $8,000 PAN AFRICAN SANCTUARIES ALLIANCE 3426 SW ARNOLD STREET PORTLAND OR 97219 223878683 501(C)(3) 6745 CONSERVATION SUPPORTPRIMATE CARE TRAINING - LOLA YA BONOBO - $3,745WESTERN GORILLA DIET AT FERNAN-VAZ GORILLA PROJECT - $3,000 16 1 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 220235 0 0 0 0 0 17961 0 0 0 238196 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 2017 TAX CALENDAR YEAR. X 1162 85149 EST FAIR MARKET VALUE X SPECIAL EVENTS 124 205805 EST FAIR MARKET VALU X FURNITURE AND EQUIPMENT 1 800 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 FERRERO, 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.