2015-08-10T13:52:57-05:00 2014-09-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2013-10-01 591319010 JACKSONVILLE ZOOLOGICAL SOCIETY INC JACK 9047574463 320 ZOO PARKWAY JACKSONVILLE FL 322185799 HOLLY A ELLIS FINANCE DIRECTOR 9047574463 2015-07-16 1 ROBERT T LOVERICH P00218080 9043965831 2013 2016-04-25 22:37:26Z HOLLY A ELLIS 370 ZOO PARKWAY JACKSONVILLE FL 32218 20065636 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. 36 36 352 325 0 0 10253761 7366387 6569864 6565840 -649 -1018 3660696 3961012 20483672 17892221 0 64400 0 0 8058098 8567339 0 0 369433 6599901 6952442 14657999 15584181 5825673 2308040 60010167 62276415 2189687 2147895 57820480 60128520 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 13792064 64400 6564822 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). 849,167 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. 13792064 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 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 37 0 1 352 1 0 0 0 0 0 1 1 0 0 0 0 X 36 36 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 MATT FAIRBAIRN BOARD MEMBER 2.00 X 0 0 0 JOSH MCGRAW BOARD MEMBER 1.00 X 0 0 0 MARTHA BAKER BOARD MEMBER 2.00 X 0 0 0 MICHELLE BARTH BOARD MEMBER 2.00 X 0 0 0 ALVIN BROWN BOARD MEMBER 1.00 X 0 0 0 JACOB BRYAN BOARD MEMBER 2.00 X 0 0 0 CARL CANNON BOARD MEMBER 2.00 X 0 0 0 DOYLE CARTER BOARD MEMBER 1.00 X 0 0 0 SCOTT CHAMBERLAYNE BOARD MEMBER 2.00 X 0 0 0 JED DAVIS BOARD MEMBER 2.00 X 0 0 0 WILLIAM GREEN BOARD MEMBER 1.00 X 0 0 0 JOHN HAYT BOARD MEMBER 2.00 X 0 0 0 JANET HEALY BOARD MEMBER 1.00 X 0 0 0 RAY HOLT BOARD MEMBER 1.00 X 0 0 0 LUCIA LINDSEY BOARD MEMBER 1.00 X 0 0 0 KENYON MERRITT BOARD MEMBER 1.00 X 0 0 0 KATHRYN PEARSON PEYTON BOARD MEMBER 2.00 X 0 0 0 TY PETWAY BOARD MEMBER 1.00 X 0 0 0 PAMELA PHILLIPS BOARD MEMBER 2.00 X 0 0 0 THOMAS PONDER BOARD MEMBER 1.00 X 0 0 0 JARED RICE BOARD MEMBER 1.00 X 0 0 0 BROOKE STEIN BOARD MEMBER 1.00 X 0 0 0 LINDA STEIN BOARD MEMBER 1.00 X 0 0 0 HEATHER SURFACE BOARD MEMBER 1.00 X 0 0 0 JON THOMPSON BOARD MEMBER 2.00 X 0 0 0 WILFREDO GONZALEZ BOARD MEMBER 1.00 X 0 0 0 KELLY COKER-DANIEL BOARD MEMBER 1.00 X 0 0 0 DAVID EDWARDS BOARD MEMBER 1.00 X 0 0 0 MARGARET HICKS BOARD MEMBER 1.00 X 0 0 0 HUGH MIDDLEBROOKS BOARD MEMBER 1.00 X 0 0 0 SALLY SINGLETARY BOARD MEMBER 1.00 X 0 0 0 RACHEL VITTI BOARD MEMBER 1.00 X 0 0 0 MORRIE ZIMMERMAN BOARD MEMBER 1.00 X 0 0 0 TONY VECCHIO EXECUTIVE DIRECTOR 40.00 X 200874 0 15141 HOLLY ELLIS DIRECTOR OF FINANCE 40.00 X 106576 0 5454 DAVID LOEB BOARD CHAIR 4.00 X 0 0 0 FREDRIK ELIASSON TREASURER 3.00 X 0 0 0 GREGORY SMITH SECRETARY 3.00 X 0 0 0 307450 0 20595 2 0 1 0 PERRY-MCCALL CONSTRUCTION INC 6104 S GAZEBO PARK PLACE JACKSONVILLE FL 32257 CONSTRUCTION SERVICES 4659260 BILLINGS PRODUCTIONS INC 190A INDUSTRIAL BLVD MCKINNEY TX 75069 ANIMATRONIC DINOSAUR EXHIBIT 245504 PJA ARCHITECTS 210 THIRD AVENUE S 2B SEATTLE WA 98104 ARCHITECTURAL SERVICES 162199 SHEPHERD 1301 RIVERPLACE BLVD SUITE 1100 JACKSONVILLE FL 32207 MARKETING SERVICES 122461 4 1824604 453330 2833586 2254867 234355 7366387 ADMISSIONS 713990 4989186 4989186 GROUP SALES 713990 782822 782822 ANNUAL FUND 713990 416015 416015 EDUCATION PROGRAMS 713990 251307 251307 OTHER 713990 126510 126510 6565840 864 864 117874 117874 1882 0 -1882 -1882 -1882 1058777 453330 823504 235273 235273 4955894 1230155 3725739 3725739 17892221 6564822 0 3961012 64400 64400 368656 331790 36866 6495952 5926337 374255 195360 60564 56420 3812 332 1075431 904437 140659 30335 566736 464724 85010 17002 41750 41750 685131 647668 32279 5184 524174 520291 1119 2764 861770 756694 31255 73821 69513 61036 8477 909816 909816 89633 73245 12847 3541 19525 19525 2135674 2028890 106784 360486 248682 111804 ANIMAL EXHIBITS 587727 587727 REPAIRS & MAINTENANCE 297390 297220 33 137 MISCELLANEOUS 226347 215247 11100 BAD DEBT EXPENSE 61406 61406 82100 29230 48779 4091 15584181 13792064 1422684 369433 2983458 2286564 842331 907232 3551672 2854635 684912 73835 240143 278308 209652 216799 80052810 24767761 51113724 55285049 384275 373993 60010167 62276415 1452653 1312304 736934 835591 100 0 2189687 2147895 X 2482468 2818357 55338012 57310163 57820480 60128520 60010167 62276415 2308040 0 X X 0 1 X 1 0 X 3503289 4494222 4837619 10253761 7366387 30455278 3503289 4494222 4837619 10253761 7366387 30455278 30455278 1627 3373 55699 -649 -1018 59032 157772 275055 205951 253961 221842 1114581 31628891 24509474 0.96290 0.96130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 739016 101000 1084 25 841075 559849 177841 1326 739016 4715747 4715747 75337063 24767761 50569302 55285049 20127705 253082 1982402 2235484 17892221 0 17892221 17819665 253082 1982402 2235484 15584181 0 15584181 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 XI, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 1,882. COST OF GOODS SOLD 1,230,155. FUNDRAISING EXPENSES 750,365. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN/LOSS DUE TO RETIREMENT OF ASSETS 1,882. COST OF GOODS SOLD 1,230,155. FUNDRAISING EXPENSES 750,365. SPOOKTACULAR 428476 42250 386226 22995 8937 185631 EXZOOBERATION 356599 165810 190789 19436 3250 64364 2 653893 42500 611393 45134 17219 383399 1438968 250560 1188408 87565 29406 633394 750365 438043 1 INTERNATIONAL RHINO FOUNDATION 201 MAIN STREET SUITE 2600 FORT WORTH TX 76102 752815706 501(C)(3) 30000 CONSERVATION SUPPORT SOUTHEAST ZOO ALLIANCE FOR REPRODUCTION & CONSERVATION 581705 WHITE OAK ROAD YULEE FL 32097 275075817 501(C)(3) 20000 CONSERVATION SUPPORT ZOO CONSERVATION OUTREACH GROUP 8403 COLESVILLE ROAD SUITE 710 SILVER SPRING MD 20910 752376327 501(C)(3) 9000 CONSERVATION SUPPORTGIANT ARMADILLO AVIAN RESEARCH AND CONSERVATION INSTITUTION 411 NE 7TH STREET GAINESVILLE FL 32601 593455864 501(C)(3) 5400 CONSERVATION SUPPORT 4 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 195056 0 5818 0 0 0 15141 0 0 0 216015 0 200128 0 PART I, LINE 4B 457(B)RETIREMENT PLAN - TONY VECCHIO - $10,000 FOR 2013 TAX CALENDAR YEAR. PART I, LINE 7 DISCRETIONARY, BOARD APPROVED BONUS, TONY VECCHIO - $5,818 2013 TAX CALENDAR YEAR. X SPECIAL EVENT 223 202770 EST FAIR MARKET VALU X EQUIPMENT 9 31285 EST FAIR MARKET VALU X ANIMAL SUPPLI 3 300 EST FAIR MARKET VALU 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MICHELLE BARTH, ALVIN BROWN, DOYLE CARTER, RAY HOLT HAVE A BUSINESS RELATIONSHIP. THOMAS PONDER AND HEATHER SURFACE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED IN DETAIL BY THE CFO, EXECUTIVE DIRECTOR AND BOARD TREASURER. THE 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.