2025-07-08T09:46:57-05:00 2024-09-30 341874260 CBIZ Advisors LLC 700 West 47th Street Suite 1100 Kansas City MO 64112 990 2023-10-01 592328289 Lowry Park Zoological Society of Tampa Inc LOWR 8139358552 1101 West Sligh Avenue Tampa FL 33604 Joseph Couceiro President & CEO 8139338003 2025-07-07 1 1 LISA BURKE P00220718 8169455500 2025-07-07 2023 2025-03-06 01:10:19Z ZooTampa Joseph Couceiro 1101 West Sligh Avenue Tampa FL 33604 57718668 0 X zootampa.org X 1983 FL Rescue, rehabilitate and care for animals; create experiences that connect people and wildlife. 41 41 575 307 85000 46107 7231622 15984548 24790019 25423270 727461 756888 6686008 6456820 39435110 48621526 0 12324 0 0 17719590 19472394 0 0 1043784 18843213 19889548 36562803 39374266 2872307 9247260 74437976 83468339 12773531 12025518 61664445 71442821 X The mission of the Lowry Park Zoological Society of Tampa a/k/a ZooTampa at Lowry Park is to rescue, rehabilitate and care for animals; create exceptional personalized experiences that connect people with wildlife (Continued on Schedule O)and each other in fun, immersive ways. ZooTampa's brand essence is "Unforgettable natural connections, and the vision is that "Everyone we reach is motivated to join us in taking action to protect and preserve wildlife." 0 0 34562192 12324 31954984 ZooTampa at Lowry Park features 63 acres of lush, natural habitats comprising Florida, Asia, Primates, Australia, and Africa. As a nonprofit cultural organization committed to conservation, the focus is on animals from Florida, such as manatees and Florida panthers, and animals from Florida-like climates, such as elephants and orangutans. ZooTampa houses over 900 animals in naturalistic outdoor habitats year-round. The organization helps to ensure conservation goals and objectives as well as the sustainability of a healthy, genetically diverse, and demographically varied population of numerous species.(Continued on Schedule O)ZooTampa has contributed to the propagation of species, in conjunction with AZA species survival plans, to help save numerous species from extinction and participates in species conservation efforts locally, nationally, and internationally. ZooTampa manages a state-of-the-art veterinary hospital that is part of its larger medical campus that includes a nutrition center and animal care annex. It is the only zoological or aquarium facility in the nation that is accredited by the American Animal Hospital Association (AAHA). ZooTampa is accredited by the Association of Zoos and Aquariums (AZA) and licensed to operate by the United States Department of Agriculture (USDA) and the Florida Fish and Wildlife Conservation Commission (FWC). The Zoo is dedicated to serving as an educational resource for the community, and to providing an exciting, nature-based entertainment destination for families, schools, and organizations. Up-close experiences with the living animals at the zoo teach the value of the living world firsthand.ZooTampa is proud to list the following accomplishments in fiscal year 2024:Zoological Operations- ZooTampa at Lowry Park continues to provide leadership aimed at saving manatees: The manatee care and veterinary team at the David A. Straz, Jr. Manatee Hospital received 23 manatees for rehabilitation, of which 10 were released back into the Florida waters; 14 manatees were transferred to other facilities after ZooTampa provided the critical care needed and are now awaiting the State of Florida to determine release dates; 3 manatees, originally under ZooTampa care, were transferred back in from other facilities to prepare for release; 2 non-releasable manatees were received from another facility for specialized care.- ZooTampa received the FAZA FWC Collaborative Conservation Award for our Manatee Critical Care program at the FWC Commission Meeting. This award from the Florida Association of Zoos and Aquariums (FAZA) recognizes excellence in field conservation efforts that benefit Florida species.- Notable births: - Notable births: African Penguin (2), Maylayan Tapir (1), Pygmy Hippo (1), Inca Tern (2), Bay duiker (1), Impala (3), Nyala (1), Roseate Spoonbill (3), Southern Bald Ibis (1), Southern White Rhino (1)- Notable acquisitions: - Notable acquisitions: African Penguin (2), Bali Myna (2), Cape Porcupine (2), Horseshoe crab (4), Eastern Bongo (1), Laughing Kookaburra (2), Nyala (1), Prehensile-tailed porcupine (1), Puerto Rican Crested toad (4), Southern Bald Ibis (2)- Number of animals at the zoo during fiscal year 2024 = 976 Conservation & Education- Partnerships with external conservation projects, including Association of Zoos and Aquariums- Saving Animals from Extinction Program, AZA's Wildlife Trafficking Alliance, International Rhino Foundation, International Elephant Foundation, Elephant Human Relations Aid, Tampa Bay Estuary, Keep Tampa Bay Beautiful, Florida Association of Zoos and Aquariums, Audubon Florida, Okapi Conservation Project, Coastal Plains Institute Striped Newt, Puerto Rican Crested Toad Conservancy, International Union for the Conservation of Nature (IUNC), South African Conservation Foundation of Coastal Birds (SANCCOB), Currumbin Wildlife Sanctuary and Hospital, Conservation Center for Species Survival, World Association of Zoos and Aquariums, Conservation Centers for Species Survival, Orianne Society, Ecosphere Restoration Institute, Florida Wildlife Corridor Foundation, fStop Foundation, Manatee Rescue & Rehabilitation Partnership, Bornean Orangutan Survival Foundation, Save Giraffes Now, and Macaw Recovery Network.- In partnership with the Tampa Bay Estuary, ZooTampa created an interactive educational exhibit to inspire actional solutions for preventing marine pollution across all ages. Over 52K guests participated in interactive watershed activities and games.- Implemented numerous educational initiatives to communicate our mission through Zoo School, mission-related content, diversity, equity, inclusion, and access and pathways through the nature outreach program. - In partnership with the Early Learning Coalition of Hillsborough County, ZooTampa participated in the iSPY Tampa Bay Community Access program, reaching thousands of caregivers, teachers, and students in Hillsborough County. - Provided 8,000 community access tickets disseminated to under-resourced program partners in Tampa Bay. - Worked with MacDonald Training Center Project SEARCH program, a 9-month mentorship program for people transitioning from day programs to work. All nine interns graduated and are employed in the community. - Worked with Smithsonian National Zoo and Conservation Biology Institute, on understanding the transition of intestinal gut microbiota from birth to weaning in tapirs- In partnership with University of Florida College of Veterinary Medicine, we participated in Immune-related Outcomes Following Exposure to Florida Red Tide Brevetoxins in the Florida Manatee (Trichechus manatus latirostris).- Participated in over 30 research projects with various student partners on understanding how learning impacts action to care for wildlife. - In partnership with USF, Center for Autism and Related Disabilities, we created early morning sensory-friendly hours and resources. - Expanded partnerships with USF Early Learning and Program Wide Positive Behavior Supports, Eckerd College-Behavior and Research, Tampa General Hospital, Florida Southern-Research Program. - In partnership with the Hillsborough County School District, ZooTampa participated in STEM Family Nights and Sea Stars and STEM Cafe, both career mentoring programs for girls interested in STEM. - In partnership with the Early Learning Coalition of Hillsborough County, we launched Nature in the Classroom training, that provides 10 VPK schools in Hillsborough County access to nature-based teacher training, onsite school coaching, and materials for classroom use.Additional local, national, and global involvement and achievements: - All seasons including 4 new episodes of NatGeo Wild's Secrets of the Zoo: Tampa aired internationally and were available to US audiences via multiple streaming services.- The Zoo's David A. Straz, Jr. Manatee Critical Care Center was once again awarded USA Today's 10 Best Readers' Choice Award for Best Zoo Exhibit.- For the 13th time, the Zoo received the Trip Advisor Travelers' Choice Award, ranking ZooTampa among the top 10% of attractions worldwide. 34562192 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 97 0 1 575 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 41 41 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X Karen Jubrail CFO 8139358552 1101 West Sligh Avenue Tampa FL 33604 Steve Stagg Chair 1.00 0.00 X X 0 0 0 Nelson Castellano Vice Pres Nominating & Governance Committee Chair 1.00 0.00 X X 0 0 0 Dan Honegger Treasurer Finance Committee Chair 1.00 0.00 X X 0 0 0 Stephanie Stanfield Secretary 1.00 0.00 X X 0 0 0 Robert Thomas Immediate Past Chair 1.00 0.00 X 0 0 0 Dr Ken Atwater Trustee 1.00 0.00 X 0 0 0 Marylou Bailey Trustee 1.00 0.00 X 0 0 0 Keenan Baldwin Government Affairs Committee Chair 1.00 0.00 X 0 0 0 Ashley Barnett Trustee 1.00 0.00 X 0 0 0 Leah Bergoffen Trustee 1.00 0.00 X 0 0 0 Charlotte Brittain Trustee 1.00 0.00 X 0 0 0 Sean Butler Trustee 1.00 0.00 X 0 0 0 Sandy Callahan Trustee 1.00 0.00 X 0 0 0 Kerrie Campbell Human Capital Committee Chair 1.00 0.00 X 0 0 0 Casey Cathey Trustee 1.00 0.00 X 0 0 0 Santiago Corrada Trustee 1.00 0.00 X 0 0 0 Roz Doyle Trustee (Term Start 01/2024) 1.00 0.00 X 0 0 0 Patrick Dussault Trustee 1.00 0.00 X 0 0 0 Commissioner Ken Hagan Trustee 1.00 0.00 X 0 0 0 Stacy Hahn Trustee 1.00 0.00 X 0 0 0 Frank Hancock Audit Committee Chair 1.00 0.00 X 0 0 0 Curt Harbsmeier Trustee 1.00 0.00 X 0 0 0 Heather Jordan-Holmes Trustee 1.00 0.00 X 0 0 0 Carl Lindell Jr Trustee 1.00 0.00 X 0 0 0 Devanand Mangar MD Trustee 1.00 0.00 X 0 0 0 Governor Bob Martinez Trustee 1.00 0.00 X 0 0 0 Representative Lawrence McClure Trustee 1.00 0.00 X 0 0 0 John Medaska Trustee 1.00 0.00 X 0 0 0 Councilman Charlie Miranda Trustee 1.00 0.00 X 0 0 0 Tom Piccolo Trustee 1.00 0.00 X 0 0 0 Bob Rasmussen Trustee 1.00 0.00 X 0 0 0 Dennis Rogero Trustee 1.00 0.00 X 0 0 0 David Seldin Trustee 1.00 0.00 X 0 0 0 Karen Sparkman Trustee (Term Start 01/2024) 1.00 0.00 X 0 0 0 Kim Stohler Trustee 1.00 0.00 X 0 0 0 Catherine Lowry Straz Trustee 1.00 0.00 X 0 0 0 Keebler Straz Trustee 1.00 0.00 X 0 0 0 Jenna Tarapani Trustee (Term Start 01/2024) 1.00 0.00 X 0 0 0 Ryan Toth Trustee 1.00 0.00 X 0 0 0 Carlton Ward Jr Trustee 1.00 0.00 X 0 0 0 Randy Zavertnik Trustee 1.00 0.00 X 0 0 0 Melanie Lenz Trustee (Term End 8/2024) 1.00 0.00 X 0 0 0 Tracy McGrady Jr Trustee (Term End 8/2024) 1.00 0.00 X 0 0 0 Senator Darryl Rouson Trustee (Term End 8/2024) 1.00 0.00 X 0 0 0 Joseph Couceiro President & CEO 40.00 0.50 X 457188 0 35642 Karen Jubrail CFO / Sr VP Finance 40.00 2.00 X 228826 0 28720 Scott Rose COO / Sr VP Operations 40.00 0.00 X 220428 0 13657 Mark Haney Chief External Relations Officer / Sr VP Government 40.00 2.00 X 196594 0 15776 Michelle Coleman Chief People Officer / Sr VP 40.00 0.00 X 165184 0 21562 Cynthia Stringfield Sr VP Animal Health, Conservation & Educ. 40.00 0.00 X 159811 0 25206 JL Bielon VP of Philanthropy 40.00 0.00 X 158339 0 26399 Christopher Massaro Sr VP, Chief Zoological Officer 40.00 0.00 X 152609 0 27813 Cameron O'Connell Sr Director Sales and Partnerships 40.00 0.00 X 137547 0 30571 Cheryl Larsen VP Revenue Programs & Partnerships 40.00 0.00 X 137920 0 23286 2014446 0 248632 19 0 1 0 Ovations Food Services LP 1101 W Sligh Ave Tampa FL 33604 Catering/Food Services Management 3036927 Alpha-Omega Communications LLC 1718 Independence Blvd Unit C Sarasota FL 34234 General Contractor 1872148 Blue Fish Reef Aquatics 13189 Kildeer Rd Weeki Wachee FL 34614 Construction 699573 Perry Becker Design LLC 3657 Maguire Blvd Ste 150 Orlando FL 32803 Architecture/Thematic Design 679390 TVS Florida Inc Architecture 1230 Peachtree St Ne Ste 2700 Atlanta GA 30309 Architecture/Thematic Design 603918 17 508658 937328 5424217 9114345 111480 15984548 Zoo Annual Pass 713110 14531530 14531530 Admissions Revenues 713110 8989265 8989265 Interactive Experiences 713110 962095 962095 Educational Programs 713110 940380 940380 25423270 887698 887698 349767 410428 -60661 -60661 -60661 130810 -130810 -130810 -130810 124749 508658 223982 -99233 -99233 14595649 8331922 6263727 6263727 Marketing partnerships 541800 85000 85000 267987 267987 352987 48621526 31954984 85000 596994 12324 12324 1439355 249104 971105 219146 14408112 13021480 914906 471726 252687 202980 30358 19349 2189218 2016797 131358 41063 1183022 1015537 113900 53585 33102 33102 77245 77245 113000 113000 1967951 1768687 186802 12462 2579793 2579793 3312196 2307587 901317 103292 540480 506241 1152 33087 2724983 2636434 70551 17998 148745 122983 17669 8093 71798 60009 6455 5334 124741 124741 5329458 5289720 39738 972244 898715 49480 24049 Animal expenses 1810465 1810465 Donor outreach 41878 7278 34600 Income tax 3216 3216 Bad debt (recovery) -10855 11281 -22136 49108 44777 4331 39374266 34562192 3768290 1043784 1869700 1079837 2407598 9363272 520085 457822 660674 638834 1119299 1130286 103288813 47205920 47797605 56082893 19801258 14586411 261757 128984 74437976 83468339 5976148 5392140 3421348 3860091 1014850 790831 100315 0 2260870 1982456 12773531 12025518 X 58698461 63971373 2965984 7471448 61664445 71442821 74437976 83468339 X 9247260 401267 129849 X X 0 1 X 1 1 1 X 8311742 16332840 8861368 7231622 15984548 56722120 8311742 16332840 8861368 7231622 15984548 56722120 10323367 46398753 127304 107930 286993 969558 1237465 2729250 68511 30000 60535 46500 46107 251653 59703023 138589699 0.77720 0.82300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 113000 0 0 113000 0 Part II-B, Line 1: The Organization retained two lobbying firms during the fiscal year. The firms provide legislative liaison support to the Zoo to promote increased governmental funding for the Zoo's programs. These legislative activities were insubstantial with respect to the overall activities of the Organization. 21232633 33926 2230727 1028419 22468867 19870038 2350655 988060 21232633 23638647 46052 -2819745 994916 19870038 18771668 33866 5777351 944238 23638647 21083025 15784 -275698 2051443 18771668 0.64634 0.26612 0.08754 0 1 1 9017894 9017894 22797364 11257243 11540121 15569267 5422160 10147107 6879425 4008478 2870947 49024863 26518039 22506824 56082893 Due to Lowry Park Zoo Endowment Foundation 1596123 Lease liabilities 386333 1982456 X 51510262 401267 97397 140704 639368 50870894 -2249368 -2249368 48621526 36062819 97397 2249368 2346765 33716054 5658212 5658212 39374266 Part V, Line 4: The Lowry Park Zoo Endowment Foundation, Inc. (Foundation), a related organization, was organized for the purpose of creating and managing endowment gifts and related assets of ZooTampa. The Foundation's endowment includes donor-restricted endowment funds and funds designated by the Board of Directors to function as endowments. ZooTampa's endowment consists of funds received from the State of Florida and related matching gifts. The Foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of income to fund ZooTampa's programs and primary exempt purpose while seeking to maintain the purchasing power of the endowment assets. The Foundation has a policy of distributing up to 5% of the three year average of prior fiscal year-end market values of investments, as approved by the Board of Directors. Part X, Line 2: Income taxes are not provided for in the combined financial statements since the Zoo is exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code. The Zoo has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Internal Revenue Code. The Zoo follows ASC Topic 740, Income Taxes. A component of this topic prescribes a recognition and measurement standard for uncertain tax positions taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more-likely-than-not to be sustained upon examination by taxing authorities. The Zoo's policy is to recognize interest and penalties associated with tax positions under this standard as a component of income tax expense, and none were recognized since there was no material impact of the application of this standard for the years ended September 30, 2024 and 2023. The Zoo's information returns are open to Internal Revenue Service examination for the 2020 tax year ended September 30, 2021 and all subsequent tax years. Part XI, Line 2d - Other Adjustments: Pledge discounts reported as an other change in net assets on Part XII 129,849. Bad debt expense (recovery) reported on Part IX, Line 24 10,855. Part XI, Line 4b - Other Adjustments: Additional COGS reported within Part VIII, Line 10b -1,646,931. Additional special event expenses reported within Part VIII, Line 8b -61,199. Rental expenses reported on Part VIII, Line 6b -410,428. Realized Gain (Loss) on Other Assets reported on Part VIII, Line 7 -130,810. Part XII, Line 2d - Other Adjustments: Additional special event expenses reported within Part VIII, Line 8b 61,199. Additional COGS reported within Part VIII, Line 10b 1,646,931. Rental expenses reported on Part VIII, Line 6b 410,428. Realized Gain (Loss) on Other Assets reported on Part VIII, Line 7 130,810. Part XII, Line 4b - Other Adjustments: Depreciation separately stated in audit report 5,374,224. Interest expense separately stated in audit report 166,321. Other expenses separately stated in audit report 128,522. Bad debt expense (recovery) reported on Part IX, Line 24 -10,855. 1 East Asia and the Pacific 0 0 Conservation grants (2) 6000 Central America and the Caribbean 0 0 Conservation grant (1) 4800 Sub-Saharan Africa 0 0 Conservation grant (1) 1524 0 0 0 0 0 0 12324 0 12324 0 0 0 0 0 0 Part I, Line 2: ZooTampa partners with and supports various global conservation organizations engaged in field initiatives. ZooTampa monitors the use of grant funds through direct collaboration with partner organizations in their shared global conservation efforts. Karamu 412845 346816 66029 28029 29573 23914 56646 Sunset Safari 220562 161842 58720 33170 25232 7799 19619 633407 508658 124749 61199 25232 29573 31713 76265 223982 -99233 X 1 1 X X X X 0 0 0 1 0 1 0 0 0 Joseph Couceiro President & CEO 345325 0 106754 0 5109 0 9150 0 26492 0 492830 0 0 0 Karen Jubrail CFO / Sr VP Finance 197579 0 30297 0 950 0 7049 0 21671 0 257546 0 0 0 Scott Rose COO / Sr VP Operations 189616 0 28612 0 2200 0 6676 0 6981 0 234085 0 0 0 Mark Haney Chief External Relations Officer / Sr VP Government 169887 0 26009 0 698 0 6048 0 9728 0 212370 0 0 0 Michelle Coleman Chief People Officer / Sr VP 143107 0 21645 0 432 0 5040 0 16522 0 186746 0 0 0 Cynthia Stringfield Sr VP Animal Health, Conservation & Educ. 136877 0 22049 0 885 0 0 0 25206 0 185017 0 0 0 JL Bielon VP of Philanthropy 144154 0 13504 0 681 0 4937 0 21462 0 184738 0 0 0 Christopher Massaro Sr VP, Chief Zoological Officer 131596 0 20751 0 262 0 4825 0 22988 0 180422 0 0 0 Cameron O'Connell Sr Director Sales and Partnerships 103648 0 33432 0 467 0 4454 0 26117 0 168118 0 0 0 Cheryl Larsen VP Revenue Programs & Partnerships 127757 0 9834 0 329 0 4260 0 19026 0 161206 0 0 0 Part I, Line 1a Joe Couceiro (President & CEO) and Mark Haney (Chief External Relations Officer) were provided University Club memberships for the primary purpose of partner/donor relations. These memberships are used for business purposes only and are not treated as taxbale income to the individual. Part I, Line 5 Annual cash incentive awards are based on a predetermined dollar amount and percentage of base salary. The incentive award amounts are determined according to a sliding scale ranging from 50% to 150% of the target award amounts, based on achieving financial and other non-financial goals. If the goals are not met, the incentive award is not paid. Part I, Line 6 Annual cash incentive awards are based on a predetermined dollar amount and percentage of base salary. The incentive award amounts are determined according to a sliding scale ranging from 50% to 150% of the target award amounts, based on achieving financial and other non-financial goals. If the goals are not met, the incentive award is not paid. A City of Tampa Florida Industrial Development Revenue Note Series 2014 591101138 2014-02-20 6500000 Construction and equipping of a new animal hospital and science building 0 0 0 A 5709169 6500000 6500000 2015 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 1 45006 Fair Market Value X Auction Items 86 63398 Fair Market Value X Hay Bales 2 2183 Fair Market Value X Manatee Supplies 1 893 Fair Market Value 0 0 1 1 Part I, Column (b): Part I, Line 25, Column (B) reports the number of items contributed. Part I, Line 19, Column (B) reports the number of contributions. Part I, Line 32b: The Organization uses a third-party vendor to manage and oversee event auctions. The vendor provides event registration services, checkout and invoicing, event reporting, bidder concierge services, item description sheets and catalogues, and customer service and support for text and internet bidding. The vendor requires a minimum number of organization volunteers to assist with auction registration, serve as runners at checkout, and to accept cash payments. The Organization is responsible for the event timeline, venue floor plan, security of auction items, electric service, internet access, tables and chairs for registration and checkout. Form 990, Part VI, Section A, line 1a The Executive Committee of the Board of Trustees is authorized by its charter to exercise all the powers of the Board, except as limited by Executive Committee Charter, applicable law, and the bylaws. The Committee consists of the Board Chair, the Vice Chair of the Board, the Secretary, the Treasurer, the chairs of the Audit Committee, Compensation Committee, Finance Committee, and Nominating and Governance Committee, and any additional members who are appointed by the Board Chair with the approval of the Board of Trustees. The immediate past Board Chair will be a member of the Executive Committee, if he or she is still a trustee of the Society, or an ex-officio member of the Executive Committee, if he or she is no longer a trustee of the Society. The Board Chair shall serve as the Chair of the Executive Committee. The Committee keeps minutes or other written records of their actions and meetings and regularly reports to the Board on its actions and meetings. The Committee may act for the Board only when a meeting of the Board has not been convened and is in session. The Committee does not have any power or authority to act on behalf of the Board to do any of the following: - Approve a voluntary dissolution of the Society; - Increase or decrease the required number of trustees of the Society; - adopt, amend or repeal the bylaws or Articles of Incorporation of the Society; - fill vacancies on the Board of Trustees or any committee of the Board of Trustees; - approve a plan of merger of the Society with or into another business organization; - amend or repeal any resolution of the Board of Trustees that by its express terms cannot be so amended or repealed; - adopt a plan for the distribution of the assets of the Society pursuant to its dissolution, liquidation, and winding up; - authorize a sale, lease, exchange, or other disposition of all or substantially all the assets and property of the Society; - approve any compensation for trustees serving on the Board of Trustees or any committee of the Board of Trustees; - appoint any other committee of the Board of Trustees (other than a subcommittee of the Executive Committee) or the members of any committee of the Board of Trustees; and - authorize any compensation, fringe benefits, or other remuneration to be provided to any officer of the Society that has not been approved by the Board of Trustees. Form 990, Part VI, Section A, line 2 Trustees Catherine Lowry Straz and Keebler Straz have a family relationship. Form 990, Part VI, Section B, line 11b A copy of Form 990 is provided to the Board of Trustees prior to filing. The organization's CEO coordinates the review process to ensure questions are resolved and information is accurate. Form 990, Part VI, Section B, line 12c Immediate notification is required of all persons covered under the conflict of interest policy regarding the transaction in question. Additionally, annual disclosure forms must be provided by persons covered under the conflict of interest policy to document any potential conflicts of interest. Persons covered under the conflict of interest policy include: (a) Interested persons (officers, trustees, and employees who have decision-making authority or responsibility on behalf of the society); (b) Affiliates of interested persons (trusts for the benefit of interested persons, entities in which interested persons or their family members have a financial interest, persons for whom interested persons serve as representatives or guardians, and entities controlled by interested persons); and (c) Family members of interested persons (child, parent, spouse, sister, brother, domestic partner, spouse of a child, or spouse of a brother or sister). The Board of Trustees reviews and approves all potential conflicts of interest unless the Board of Trustees delegates that responsibility to the Nominating & Governance Committee, or unless a conflict-of-interest transaction (together with the cumulative amount of all similar transactions with the same interested person during the past 12 months) involves less than $10,000, in which case the Nominating & Governance Committee has the power to review and approve the conflict-of-interest transaction. Form 990, Part VI, Section B, line 15 The Human Capital Committee ("HC Committee") assists the Board in: (1) overseeing the overall strategic human capital goals and strategies, practices, and philosophy of the Society, (2) reviewing, approving, monitoring, and administering incentive compensation for key employees and other employee benefit and welfare plans of the Society, and (3) discharging its responsibilities relating to the compensation of the Society's Chief Executive Officer (the "CEO"), other officers who are employees of the Society, and any other executive who the Committee determines to be a "disqualified person," as defined in Section 4958(f)(1) of the Internal Revenue Code of 1986, as amended (collectively, the "Key Executives"). The HC Committee meets at least twice each fiscal year. The last meeting was held March 13, 2025. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the general public upon request. Persons interested in obtaining these documents should contact the Society at (813) 935-8552. Form 990, Part XI, line 9: Change in pledge discounts 129,849. Form 990, Part XII, Line 2c: The Audit Committee of the Board of Trustees assists the Board with its oversight of the following: (1) the annual independent audit of the Zoo's financial statements; (2) compliance with the Zoo's code of conduct and conflict-of-interest policy; (3) compliance with material legal, regulatory, and governmental contractual requirements; (4) the selection, engagement, replacement, and evaluation of the performance, qualifications, and independence of the Society's independent auditor; and (5) the integrity of the Society's financial statements, financial reporting process, and systems of internal accounting and financial controls. This process has not changed from the prior year. Lowry Park Zoo Endowment Foundation Inc 1101 W Sligh Ave Tampa FL 33604 593216472 Endowment Fund FL 501(c)(3) Type I Supporting Lowry Park Zoological Society of Tampa 1 KML Properties LLC 9800 4th St N Suite 204 St Petersburg FL 33701 462939820 Rental Real Estate FL N/A 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Lowry Park Zoo Endowment Foundation Inc C 937328 Cash Transferred Lowry Park Zoo Endowment Foundation Inc E 1596123 Loan Balance