2018-08-15T08:28:22-05:00 2017-09-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2016-10-01 591319010 JACKSONVILLE ZOOLOGICAL SOCIETY INC JACK 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 322185799 HOLLY A ELLIS FINANCE DIRECTOR 9047574463 2018-08-07 1 ROBERT T LOVERICH P00218080 9043965831 2016 2022-09-23 18:48:47Z HOLLY A ELLIS 370 ZOO PARKWAY JACKSONVILLE FL 32218 22305010 0 X WWW.JAXZOO.ORG X 1970 FL THE JACKSONVILLE ZOO & GARDENS STRIVES TO INSPIRE DISCOVERY, APPRECIATION AND CONSERVATION OF THE EARTH'S WILDLIFE 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 IN THE NEXT GENERATION AS RESPONSIBLE STEWARDS OF THE FUTURE. 35 35 469 330 0 0 7405720 7143219 8548288 8298703 -10926 -2731 4535661 4164529 20478743 19603720 252667 262492 0 0 9733723 10295518 0 0 485197 8514985 8819156 18501375 19377166 1977368 226554 64744628 64784764 3253427 3067009 61491201 61717755 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 17120795 262492 8295972 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). 951,440 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. 17120795 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 56 0 1 469 1 0 0 0 0 0 1 1 0 0 0 0 X 35 35 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 ASHER CHANAN-KHAN BOARD MEMBER 1.00 X 0 0 0 BRYAN RHODE BOARD MEMBER 1.00 X 0 0 0 CARL CANNON BOARD MEMBER 3.00 X 0 0 0 CHARLES GED BOARD MEMBER 1.00 X 0 0 0 DARRYL WILLIE BOARD MEMBER 1.00 X 0 0 0 JANNA MCNICHOLAS BOARD MEMBER 1.00 X 0 0 0 JENNIFER GUTHRIE BOARD MEMBER 1.00 X 0 0 0 JEREMY HART BOARD MEMBER 1.00 X 0 0 0 JOHN HAYT BOARD MEMBER 3.00 X 0 0 0 JOHN MCILVAINE BOARD MEMBER 1.00 X 0 0 0 JOHN NAUGLE BOARD MEMBER 1.00 X 0 0 0 JOSHUA MARTINO BOARD MEMBER 1.00 X 0 0 0 KELLY COKER-DANIEL BOARD MEMBER 1.00 X 0 0 0 KENYON MERRITT BOARD MEMBER 3.00 X 0 0 0 KERRI STEWART BOARD MEMBER 3.00 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 MARGARET HICKS BOARD MEMBER 1.00 X 0 0 0 MARTHA BAKER BOARD MEMBER 3.00 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 RACHEL VITTI BOARD MEMBER 3.00 X 0 0 0 REGINALD GAFFNEY BOARD MEMBER 1.00 X 0 0 0 SUSAN WELSH BOARD MEMBER 1.00 X 0 0 0 THOMAS PONDER BOARD MEMBER 3.00 X 0 0 0 TRACEY WESTBROOK BOARD MEMBER 1.00 X 0 0 0 WILFREDO GONZALEZ BOARD MEMBER 1.00 X 0 0 0 WILLIAM ROWE BOARD MEMBER 1.00 X 0 0 0 HOLLY ELLIS DIRECTOR OF FINANCE 40.00 X 115363 0 5821 HUGH MIDDLEBROOKS TREASURER 3.00 X 0 0 0 JED DAVIS BOARD CHAIR 4.00 X 0 0 0 SCOTT CHAMBERLAYNE SECRETARY 3.00 X 0 0 0 TONY VECCHIO EXECUTIVE DIRECTOR 40.00 X 213253 0 16735 328616 0 22556 3 0 1 0 PERRY-MCCALL CONSTRUCTION INC 6104 S GAZEBO PARK PLACE JACKSONVILLE FL 32257 CONSTRUCTION SERVICES 594804 DRAWDY & COMPANY LLC PO BOX 1986 ORANGE PARK FL 32067 CONSTRUCTION SERVICES 307171 TERRY L MAPLE PHD 95062 WOODBURY LANE FERNANDINA BEACH FL 32034 CONSTRUCTION SERVICES 238191 SHEPHERD 1301 RIVERPLACE BLVD SUITE 1100 JACKSONVILLE FL 32207 MARKETING SERVICES 161888 4 2267314 468505 1597832 2809568 220073 7143219 ADMISSIONS 713990 5798974 5798974 ANNUAL FUND 713990 840702 840702 GROUP SALES 713990 757517 757517 OTHER 713990 539159 539159 EDUCATION PROGRAMS 713990 345206 345206 17145 17145 8298703 2775 2775 71407 71407 5506 0 -5506 -5506 -5506 1264009 468505 1040576 223433 223433 5524897 1583801 3941096 3941096 19603720 8295972 0 4164529 262492 262492 365450 328904 36546 7798745 7143140 467549 188056 153703 122448 28307 2948 1327172 1108395 186823 31954 650448 533367 97567 19514 43500 43500 1535019 1274706 100133 160180 448177 432880 573 14724 908605 854226 29891 24488 152640 131772 20868 880339 880339 157477 139744 15468 2265 10000 10000 2763777 2625588 138189 439299 238370 200929 ANIMAL EXHIBITS 839262 839262 REPAIRS & MAINTENANCE 358772 358522 238 12 MISCELLANEOUS 145868 130559 15309 BAD DEBT EXPENSE 1289 1289 135132 44985 85637 4510 19377166 17120795 1771174 485197 4742153 3759709 2408945 1961446 2845190 3526582 256361 96978 235344 274829 300352 364888 86725594 32274901 53596137 54450693 360146 349639 64744628 64784764 2314216 2174468 939211 892541 3253427 3067009 X 3978832 3672986 57512369 58044769 61491201 61717755 64744628 64784764 226554 0 X X 0 1 X 1 0 X 10253761 7366387 4387672 7405720 7143219 36556759 10253761 7366387 4387672 7405720 7143219 36556759 36556759 -649 -1018 -6682 -10926 -2731 -22006 253961 221842 141451 317241 223433 1157928 37692681 64215631 0.96990 0.96860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4715747 4715747 82009847 32274901 49734946 54450693 X 22366844 220451 2542673 2763124 19603720 0 19603720 22140290 220451 2542673 2763124 19377166 0 19377166 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, 2017 AND 2016. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS ARE 2014 AND FORWARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 5,506. COST OF GOODS SOLD 1,583,801. FUNDRAISING EXPENSES 953,366. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 5,506. COST OF GOODS SOLD 1,583,801. FUNDRAISING EXPENSES 953,366. 1 0 0 0 0 0 0 0 0 0 GEORGETOWN, GUYANA, SOUTH AMERICA CONSERVATION SUPPORTJAGUAR AND GIANT OTTER 6500 CASH PAYMENT 1 0 0 0 0 0 0 SPOOKTACULAR 601785 63200 538585 28313 9813 216103 ZOOLIGHTS 542162 45200 496962 35088 27816 272419 6 762306 143958 618348 68461 11395 78276 1906253 252358 1653895 131862 49024 566798 747684 906211 1 RUPUNUNI LEARNERS FOUNDATION 3650 JUNIATA STREET ST LOUIS MO 63116 141853080 501(C)(3) 8000 CONSERVATION SUPPORTGUYANA JAGUAR CONSERVATIONWORK OF MATT HALLETT ASSOCIATION OF ZOOS & AQUARIUMS 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 550526930 501(C)(3) 35000 CONSERVATION SUPPORTSAFE INITIATIVE - $25,000VAQUITA RESCUE PROJECT - $10,000 WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501(C)(3) 15000 CONSERVATION SUPPORTGREVY ZEBRAS - $10,000CHEETAH CONSERVATION BOTSWANA - $5,000 WILDLIFE CONSERVATION GLOBAL INC 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 15000 CONSERVATION SUPPORTEPULU OKAPI THE JANE GOODALL INSTITUTE 1595 SPRING HILL ROAD SUITE 550 VIENNA VA 22182 942474731 501(C)(3) 15000 CONSERVATION SUPPORTMANDRILL REINTRODUCTION PROJECT SEA TO SHORE ALLIANCE 4411 BEE RIDGE ROAD 490 SARASOTA FL 34233 262568737 501(C)(3) 9000 CONSERVATION SUPPORTRIGHT WHALE - $1,500MANATEE RESCUE & REHABILITATION - $5,000MANATEE SATELLITE TAG - $2,500 ZOO CONSERVATION OUTREACH GROUP 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 752376327 501(C)(3) 31150 CONSERVATION SUPPORTZCOG PROGRAM SUPPORT - $6,000GUYANA VET TRAINING - $500CONSERVATION TRAINING SCHOLARSHIP - $3,500GIANT ARMADILLO - $5,000LOWLAND TAPIR INITIATIVE - $5,000ANTEATERS & HIGHWAYS PROJECT - $5,000GEORGETOWN ZOO (GUYANA) CAPACITY BUILDING INITIATIVE - $3,150THREE-WATTLED BELLBIRD CONSERVATION MONITORING PROJECT - $3,000 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 DIAN FOSSEY GORILLA FUND INTERNATIONAL INC 800 CHEROKEE AVE SE ATLANTA GA 30315 521118866 501(C)(3) 10000 CONSERVATION SUPPORTGRAUER'S GORILLA PROTECTION GLOBAL WILDLIFE CONSERVATION P O BOX 129 AUSTIN TX 78767 262887967 501(C)(3) 12500 CONSERVATION SUPPORTIUCN'S SPECIES SURVIVAL COMMISSION CHAIR: STRATEGIC PARTERSHIP DIRECTOR SUPPORT - $10,000SAOLA CONSERVATION FUND - WORKING GROUP SUPPORT - $2,500 THE INSTITUTE FOR REGIONAL CONSERVATION 100 E LINTON BLVD STE 3028 DELRAY BEACH FL 33483 742336458 501(C)(3) 7500 CONSERVATION SUPPORTPINE ROCKLANDS HABITAT RESTORATION MARALLIANCE 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 464381820 501(C)(3) 5754 CONSERVATION SUPPORTCARIBBEAN BASIN UNIVERSITY OF NORTH FLORIDA - COLLEGE OF ARTS & SCIENCES 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 22088 FELLOWSHIP - ANIMALBEHAVIOR RESEARCH2 GRADUATE STUDENTS 9 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. X X X 0 1 0 0 0 0 0 1 0 TONY VECCHIO EXECUTIVE DIRECTOR 203128 0 10125 0 0 0 16735 0 0 0 229988 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 2016 TAX CALENDAR YEAR. PART I, LINE 7 DISCRETIONARY, BOARD APPROVED BONUS, TONY VECCHIO - $10,125 2016 TAX CALENDAR YEAR. X SPECIAL EVENTS 155 216147 EST FAIR MARKET VALU X PLANTS 4 1595 EST FAIR MARKET VALU X ANIMAL SUPPLIES 10 1263 EST FAIR MARKET VALU X FURNITURE AND EQUIPMENT 4 1068 EST FAIR MARKET VALU 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 LENNY CURRY, AL FERRARO, REGINALD GAFFNEY, AND KERI STEWART HAVE A BUSINESS RELATIONSHIP. THOMAS PONDER HAS A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE CFO, 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.