2026-08-27T15:15:53-05:00 2025-09-30 590602635 SMOAK DAVIS & NIXON LLP 5011 GATE PARKWAY BLDG 100 STE 300 JACKSONVILLE FL 322560562 990 2024-10-01 591319010 JACKSONVILLE ZOOLOGICAL SOCIETY INC JACK 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 322185799 STEVE HENRY CHIEF OPERATING OFFICER 9047574463 2026-08-27 1 1 ROBERT T LOVERICH P00218080 9043965831 2026-08-27 2024 2025-03-06 01:10:19Z JACKSONVILLE ZOO AND GARDENS STEVE HENRY 370 ZOO PARKWAY JACKSONVILLE FL 32218 50747092 0 X WWW.JAXZOO.ORG X 1970 FL THE JACKSONVILLE ZOO & GARDENS' MISSION IS CONNECTING OUR COMMUNITY WITH WILDLIFE AND WILD PLACES. OUR VISION IS A VIBRANT COMMUNITY ENERGIZED BY A CONNECTION TO NATURE THAT ENRICHES LIVES AND INSPIRES ALL TO PRESERVE AND PROTECT OUR NATURAL WORLD. 26 26 362 400 0 0 20064870 30304020 14262741 17045698 786710 574386 4171938 2682037 39286259 50606141 471348 437145 0 0 13447678 15285455 0 0 652827 15510185 13947005 29429211 29669605 9857048 20936536 103787794 132935745 7873275 16084690 95914519 116851055 THE JACKSONVILLE ZOO & GARDENS' MISSION IS CONNECTING OUR COMMUNITY WITH WILDLIFE AND WILD PLACES. OUR VISION IS A VIBRANT COMMUNITY ENERGIZED BY A CONNECTION TO NATURE THAT ENRICHES LIVES AND INSPIRES ALL TO PRESERVE AND PROTECT OUR NATURAL WORLD. 0 0 25146303 437145 17094570 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). 873,436 GUESTS VISITED THE ZOO WITH ITS AWARD WINNING ANIMAL AND BOTANICAL EXHIBITS, AND OVER 64,000 GUESTS ENJOYED SPECIFIC EDUCATIONAL PROGRAMS, IN ADDITION TO THOSE EDUCATIONAL EXPERIENCES THROUGHOUT THE PARK. 25146303 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 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 61 0 1 362 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X STEVE HENRY 9047574463 370 ZOO PARKWAY JACKSONVILLE FL 32218 LUCIA LINDSEY BOARD CHAIR 4.00 X X 0 0 0 GEORGE MIKES TREASURER AND VP OF FINANC 4.00 X X 0 0 0 KELLY COKER-DANIEL SECRETARY 1.00 X X 0 0 0 ANNE MARIE CUSHMAC VICE CHAIR - GOVERNANCE 3.00 X X 0 0 0 CHARLES GED IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 PAUL RENFRO VICE CHAIR - EDUCATION 3.00 X X 0 0 0 PARAM SAHNI VICE CHAIR - CAPITAL CAMPAIGN 3.00 X X 0 0 0 KAREN ESTELLA SMITH VICE CHAIR - GARDEN AND AR 3.00 X X 0 0 0 KERRI STEWART VICE CHAIR - SPECIAL PROJE 3.00 X X 0 0 0 SALAMANN WAHIDI VICE CHAIR - ANIMAL CARE 3.00 X X 0 0 0 KEN AMARO BOARD MEMBER 1.00 X 0 0 0 SCOTT CHAMBERLAYNE BOARD MEMBER 1.00 X 0 0 0 LEANNA CUMBER BOARD MEMBER 1.00 X 0 0 0 DONNA DEEGAN BOARD MEMBER 1.00 X 0 0 0 KENYONN DEMPS BOARD MEMBER 1.00 X 0 0 0 DAN FIELDS BOARD MEMBER 1.00 X 0 0 0 MIKE GAY BOARD MEMBER 1.00 X 0 0 0 WILLIE GONZALEZ BOARD MEMBER 1.00 X 0 0 0 RENEE KURZIUS BOARD MEMBER 1.00 X 0 0 0 KELLI O'LEARY MAYORAL APPOINTEE 3.00 X 0 0 0 MISSY PETERS BOARD MEMBER 1.00 X 0 0 0 PAMELA PHILLIPS BOARD MEMBER 1.00 X 0 0 0 CLINT PYLE BOARD MEMBER 1.00 X 0 0 0 JOEL SWANSON BOARD MEMBER 1.00 X 0 0 0 SCOTT WITT BOARD MEMBER 1.00 X 0 0 0 JEFF ETTLING PRESIDENT & N CEO 40.00 X 275776 0 8465 HOLLY ELLIS CHIEF FINANCIAL OFFICER 40.00 X 157061 0 9632 NIKKI SMITH CHIEF PHILANTHROPY OFFICER 40.00 X 142760 0 10454 DAVID HAGAN CHIEF LIFE SCIENCES OFFICER 40.00 X 126448 0 9437 PAULA SHIELDS CHIEF PEOPLE & CULTURE OFFICER 40.00 X 106603 0 20138 808648 0 58126 5 0 1 0 DANIS CONSTRUCTION LLC 3233 NEWMAN DRIVE MAIAMISBURG OH 45342 CONSTRUCTION SERVICES 15262458 SUPERIOR FENCE & RAIL OF NOFL LLC 5470 HIGHWAY AVENUE JACKSONVILLE FL 32254 CONSTRUCTION SERVICES 338610 MEMOIR AGENCY LLC PO BOX 2628 ORLANDO FL 32802 SPECIAL EVENTS 330000 CLEAN SLATE HOSPITALITY 2740 LOJA STREET ST AUGUSTINE FL 32084 FOOD AND BEVERAGE 220236 SMILE AND WAVE SOLUTIONS LLC 44063 CRIMSON TIDE LANE CALLAHAN FL 32011 CONSTRUCTION SERVICES 121190 5 3140380 322238 19262263 7579139 1073820 30304020 ADMISSIONS 713990 10724887 10724887 SPECIAL EVENTS 713990 3049554 3049554 ATTRACTIONS 713990 2137625 2137625 EDUCATION PROGRAMS 713990 658161 658161 GROUP SALES 713990 338838 338838 136633 136633 17045698 574386 574386 48872 0 48872 48872 48872 117350 322238 140951 -23601 -23601 MERCHANDISE SALES 900099 1987997 1987997 MISC INCOME 900099 668769 668769 2656766 50606141 17094570 0 3207551 351116 351116 86029 86029 450934 405841 45093 11439888 9680880 1375472 383536 262213 218720 35466 8027 2247801 1842702 324177 80922 884619 721318 131543 31758 11088 11088 73600 73600 1552785 1325696 224289 2800 665230 665230 208775 117634 75751 15390 419860 6830 412329 701 2065125 2055012 9582 531 22359 22359 3717654 3717654 1280147 1024118 192022 64007 ANIMAL EXHIBITS, CONSER 2962973 2962973 MISCELLANEOUS 506318 22718 467059 16541 REPAIRS & MAINTENANCE 260220 257772 1316 1132 STAFF DEVELOPMENT 104169 45178 58167 824 96702 44723 50414 1565 29669605 25146303 3870475 652827 9455634 8017815 5698702 13992 3642315 1847971 3937610 5409917 1324844 592224 172272481 55517980 79427574 116754501 280187 268397 20928 30928 103787794 132935745 6407510 12010176 1465765 1430514 0 2644000 7873275 16084690 X 93543748 116851055 2370771 0 95914519 116851055 103787794 132935745 20936536 0 X X 0 1 X 1 0 X 1 18032401 16484541 20064870 29981782 84563595 1 18032401 16484541 20064870 29981782 84563595 1115219 83448376 53258 75583 828351 1016676 623258 2597126 907740 1172328 1354158 1601207 2656766 7692199 94852920 17485286 0.87980 0.90560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5103107 5103107 94031091 47422974 46608117 7893311 5704535 2188776 65244972 2390471 62854501 116754501 X 50747092 0 50747092 -140951 -140951 50606141 29810556 140951 140951 29669605 0 29669605 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, 2025 AND 2024. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS ARE 2022 AND FORWARD. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -140,951. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 140,951. 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS TO RECIPIENTS IN THE REGION 25520 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS IN THE REGION 18819 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS IN THE REGION 10000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS IN THE REGION 20000 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS IN THE REGION 11690 0 0 0 0 0 0 86029 0 86029 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CONSERVATION SUPPPORT FOR AFRICAN ELEPHANT, BOTSWANA 20000 WIRE TRANSFER 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, CONSERVATION SUPPORT FOR GIANT ARMADILLO - COMMUNITY OFFICER POSITION, BRAZIL 13000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA CONSERVATION SUPPORT FOR EDUCATION OUTREACH-UNIFORMS/BOOKLETS, SOUTH AFRICA 9819 WIRE TRANSFER 0 SUB-SAHARAN AFRICA CONSERVATION SUPPORT FOR CHICK BOLSTERING PROJECT 9000 WIRE TRANSFER 0 RUSSIA AND NEIGHBORING STATES CONSERVATION SUPPORT FOR ARMENIAN VIPER CONSERVATION 11690 WIRE TRANSFER 0 SOUTH AMERICA CONSERVATION SUPPORT FOR COFFEE NURSERY PROJECT - COLOMBIA 12520 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC CONSERVATION SURPPORT FOR CASSOWARY SURVEY - PALUMA RANGE NP (SOUTH) 10000 WIRE TRANSFER 0 7 0 0 0 0 0 0 0 EXZOOBERATION 263228 215631 47597 21123 12685 13790 BREW AT THE ZOO 167895 106607 61288 8986 925 51377 1 8465 8465 17540 5750 8775 439588 322238 117350 47649 19360 73942 140951 -23601 1 UNIVERSITY OF NORTH FLORIDA - COLLEGE OF ARTS & SCIENCES 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 115169 10000 0 ANIMAL BEHAVIOR RESEARCH FELLOWSHIP WILDLIFE CONSERVATION GLOBAL INC 1615 RIVERSIDE AVENUE JACKSONVILLE FL 32204 260035224 501(C)(3) 40000 0 CONSERVATION SUPPORT - OKAPI CONSERVATION INTERNATIONAL RHINO FOUNDATION 201 MAIN STREET SUITE 2600 FORT WORTH TX 76102 752815706 501(C)(3) 48000 0 CONSERVATION SUPPORT - BUKIT SELATAN NATIONAL RHINO PROTECTION UNITS SOUTH-EAST ZOO ALLIANCE FOR REPRODUCTION & CONSERVATION 581705 WHITE OAK ROAD YULEE FL 32097 275075817 501(C)(3) 23000 0 CONSERVATION SUPPORT SAVE THE MANATEE CLUB 500 N MAITLAND AVE STE 210 MAITLAND FL 32751 593131709 501(C)(3) 15000 0 CONSERVATION SUPPORT - MANATEE RESCUE & REHABILITATION FRIENDS OF BONOBOSLOLA YA BONOBO-USA 3520 KANGAROO DRIVE P O BOX 2652 DURHAM NC 27715 200347301 501(C)(3) 42000 0 CONSERVATION SUPPORT - LOLA YA BONOBO SANCTUARY UF FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 590974739 501(C)(3) 42105 0 CONSERVATION SUPPORT - GUYANA WILDLIFE CONSERVATION INITIATIVE GIRAFFE CONSERVATION FOUNDATION USA 17 S MAGNOLIA AVENUE ORLANDO FL 32801 812749463 501(C)(3) 7500 0 CONSERVATION SUPPORT - KORODFAN GIRAFFE MONITORING, GARAMBA NATIONAL PARK IN CONGO WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 300108469 501(C)(3) 12500 0 CONSERVATION SUPPORT - GREVY ZEBRAS, CHEETAH CONSERVATION BOTSWANA INTERNATIONAL IGUANA FOUNDATION 1989 COLONIAL PARKWAY FORT WORTH TX 76110 752954637 501(C)(3) 20000 0 CONSERVATION SUPPORT - IGUANA CONSERVATION NAPLES ZOO 1590 GOODLETTE ROAD NAPLES FL 34102 562412630 501(C)(3) 19511 0 CONSERVATION SUPPORT - MADAGASCAR FAUNA AND FLORA GROUP QUARANTINE FACILITIES AND MONTHLY PATROLS RARE SPECIES CONSERVATION FOUNDATION 1222 E ROAD LOXAHATCHEE FL 33470 650560456 501(C)(3) 10000 0 CONSERVATION SUPPORT - BONGO SURVEILLANCE PROJECT- UNIFORMS/CAMERA TRAPS TURTLE SURVIVAL ALLIANCE 1030 JENKINS ROAD STE D CHARLESTON SC 29407 200785702 501(C)(3) 10000 0 CONSERVATION SUPPORT - TEAM TERRAPIN FUNDING FRIENDS OF JACK PRIMATE SANCTUARY 15827 POPPY LAND MONE SERENO CA 95030 923593376 501(C)(3) 10000 0 CONSERVATION SUPPORT - PRIMATE NURSERY PAN AFRICAN SANCTUARIES ALLIANCE 3426 SW ARNOLD STREET PORTLAND OR 97219 223878683 501(C)(3) 19000 0 CONSERVATION SUPPORT - KINSHASA BASED WILDLIFE TRACKING COORDINATOR 15 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 JEFF ETTLING PRESIDENT & N CEO 241126 0 34650 0 0 0 8318 0 147 0 284241 0 0 0 HOLLY ELLIS CHIEF FINANCIAL OFFICER 157061 0 0 0 0 0 7705 0 1927 0 166693 0 0 0 NIKKI SMITH CHIEF PHILANTHROPY OFFICER 142760 0 0 0 0 0 1311 0 9143 0 153214 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 - JEFF ETTLING - $10,000 CONTRIBUTED BY THE ZOO FOR THE 2024 TAX CALENDAR YEAR. X 5 1055631 STOCK EXCHANGE X SPECIAL EVENTS ITEMS 74 18189 ESTIMATED FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 DONNA DEEGAN, MIKE GAY, AND KELLI O'LEARY HAVE A BUSINESS RELATIONSHIP. KELLY COKER-DANIEL AND PAULA RENFRO HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED IN DETAIL BY THE CHIEF OPERATING OFFICER AND DIRECTOR OF ACCOUNTING 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.