Form 990 for tax year 2022
Filed by LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA INC.
Totals
- Total revenue
- $39,435,110
- Total expenses
- $36,562,803
- Contributions and grants received
- $7,231,622
- Grants paid
- $0
- Program service revenue
- $24,790,019
- Investment income
- $727,461
- Other revenue
- $6,686,008
- Total assets, end of year
- $74,437,976
- Total liabilities, end of year
- $12,773,531
- Net assets or fund balances, end of year
- $61,664,445
- Program services expenses (Part IX)
- $31,815,584
- Management and general expenses
- $3,746,033
- Fundraising expenses
- $1,001,186
- Program service expenses (Part III)
- $31,815,584
Program services were 87.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$360,720
-
1d · Related organizations
$894,366
-
1e · Government grants (contributions)
$2,126,036
-
1f · All other contributions, gifts and grants
$3,850,500
-
1g · Noncash contributions included above
$101,547
-
2a · Program service revenue: Zoo Annual Pass
total $13,964,612 · related or exempt $13,964,612
-
2b · Program service revenue: Admissions Revenues
total $8,923,925 · related or exempt $8,923,925
-
2c · Program service revenue: Interactive Experiences
total $1,013,904 · related or exempt $1,013,904
-
2d · Program service revenue: Educational Programs
total $887,578 · related or exempt $887,578
-
3 · Investment income
total $734,856 · excluded $734,856
-
6a · Gross rents
real property $234,702
-
6b · Less rental expenses
real property $330,555
-
6c · Rental income or loss
real property -$95,853
-
6d · Net rental income or loss
total -$95,853 · excluded -$95,853
-
7b · Less cost or other basis and sales expenses
other assets $7,395
-
7c · Gain or loss
other assets -$7,395
-
7d · Net gain or loss
total -$7,395 · excluded -$7,395
-
8a · Fundraising events: gross income
$165,680
-
8a · Fundraising events: contributions included on line 1c
$360,720
-
8b · Fundraising events: direct expenses
$218,544
-
8c · Net income from fundraising events
total -$52,864 · excluded -$52,864
-
10a · Gross sales of inventory
$14,580,575
-
10b · Cost of goods sold
$8,131,215
-
10c · Net income from sales of inventory
total $6,449,360 · related or exempt $6,449,360
-
11a · Other revenue: Marketing partnerships
total $82,500 · unrelated business $82,500
-
11d · All other revenue
total $302,865 · related or exempt $302,865
-
11e · Other revenue, total
$385,365
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,342,143 · program services $1,038,186 · management and general $133,771 · fundraising $170,186
-
7 · Other salaries and wages
total $13,329,267 · program services $11,409,444 · management and general $1,517,464 · fundraising $402,359
-
8 · Pension plan contributions
total $314,159 · program services $228,600 · management and general $58,470 · fundraising $27,089
-
9 · Other employee benefits
total $1,644,806 · program services $1,471,251 · management and general $144,320 · fundraising $29,235
-
10 · Payroll taxes
total $1,089,215 · program services $942,903 · management and general $101,332 · fundraising $44,980
-
11b · Fees: legal
total $59,546 · management and general $59,546
-
11c · Fees: accounting
total $64,430 · management and general $64,430
-
11d · Fees: lobbying
total $104,083 · management and general $104,083
-
11g · Fees: other
total $1,809,105 · program services $1,607,199 · management and general $173,075 · fundraising $28,831
-
12 · Advertising and promotion
total $2,339,342 · program services $2,339,082 · management and general $260
-
13 · Office expenses
total $3,127,587 · program services $2,077,506 · management and general $910,472 · fundraising $139,609
-
14 · Information technology
total $411,716 · program services $384,405 · fundraising $27,311
-
16 · Occupancy
total $3,030,861 · program services $2,824,703 · management and general $183,894 · fundraising $22,264
-
17 · Travel
total $155,162 · program services $129,243 · management and general $19,512 · fundraising $6,407
-
19 · Conferences, conventions and meetings
total $58,792 · program services $55,463 · management and general $480 · fundraising $2,849
-
20 · Interest
total $148,021 · management and general $148,021
-
22 · Depreciation, depletion and amortization
total $4,375,322 · program services $4,334,449 · management and general $40,873
-
23 · Insurance
total $1,205,483 · program services $1,104,562 · management and general $78,169 · fundraising $22,752
-
24a · Other expenses: Animal expenses
total $1,776,877 · program services $1,776,877
-
24b · Other expenses: Donor outreach
total $79,023 · program services $2,219 · fundraising $76,804
-
24c · Other expenses: Bad debt (recovery)
total $58,955 · program services $61,594 · management and general -$2,639
-
24d · Other expenses: Income tax
total $10,500 · management and general $10,500
-
24e · All other expenses
total $28,408 · program services $27,898 · fundraising $510
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $16,853,412 · end of year $1,869,700
-
3 · Pledges and grants receivable
beginning of year $2,859,637 · end of year $2,407,598
-
4 · Accounts receivable
beginning of year $1,078,091 · end of year $520,085
-
8 · Inventories for sale or use
beginning of year $560,483 · end of year $660,674
-
9 · Prepaid expenses and deferred charges
beginning of year $829,532 · end of year $1,119,299
-
10a · Land, buildings and equipment: cost or other basis
$92,151,593
-
10b · Land, buildings and equipment: accumulated depreciation
$44,353,988
-
10c · Land, buildings and equipment, net
beginning of year $43,980,102 · end of year $47,797,605
-
11 · Investments: publicly traded securities
beginning of year $4,365,381 · end of year $19,801,258
-
15 · Other assets
beginning of year $0 · end of year $261,757
-
17 · Accounts payable and accrued expenses
beginning of year $4,314,060 · end of year $5,976,148
-
19 · Deferred revenue
beginning of year $3,377,662 · end of year $3,421,348
-
20 · Tax-exempt bond liabilities
beginning of year $1,238,870 · end of year $1,014,850
-
23 · Secured mortgages and notes payable
beginning of year $870,688 · end of year $100,315
-
25 · Other liabilities
beginning of year $1,875,182 · end of year $2,260,870
-
27 · Net assets without donor restrictions
beginning of year $55,330,066 · end of year $58,698,461
-
28 · Net assets with donor restrictions
beginning of year $3,520,110 · end of year $2,965,984
Mission and programs · 2022
Mission
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."
Activities or mission (Part I)
Rescue, rehabilitate and care for animals; create experiences that connect people and wildlife.
-
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 1,000 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 2023: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 34 manatees for rehabilitation, of which 14 were released back into the Florida waters; 12 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.- The Manatee Rescue team received the Florida Nature Conservation Award at the Governor's Conference on Tourism in September 2023. This prestigious award, which is presented by the Florida Association of Zoos & Aquariums (FAZA), is in recognition of the team's ongoing efforts in the rescue, rehabilitation, and release of manatees. - Notable births: Komodo Dragon (6), Lory (9), Coconut Lorikeet (4), Red Wolf (2), Bay duiker (1), Dwarf Seahorse (8), Nyala (1) Rat Snake (3).- Notable acquisitions: Cownose ray (12), Canebrake Rattlesnake (1), Banded Sunfish (15), North Sulawesi Babirusa (1), Eastern Indigo Snake (2), Impala (1), Metallic Starling (2), Mosquitofish (50), Roseate Spoonbill (1), Southern Stingray (4), Tawny Frogmouth (1).- Number of animals at the zoo during fiscal year 2023 = 1,300 Conservation & Education- Partnerships with external conservation projects, including AZA's Wildlife Trafficking Alliance, International Rhino Foundation, International Elephant Foundation, Okapi Conservation Project, Coastal Plains Institute Striped Newt, Species 360, Puerto Rican Crested Toad Conservancy, International Union for the Conservation of Nature (IUNC), South African Conservation Foundation of Coastal Birds (SANCCOB), Currumbin Wildlife Hospital, Gharial Ecology Project, Florida Wildlife Corridor Foundation, fStop Foundation, International Iguana Foundation, Manatee Rescue & Rehabilitation Partnership, Bornean Orangutan Survival Foundation, and Macaw Recovery Network. - In partnership with the Tampa Bay Estuary, ZooTampa participated in the Manatee Stranding Educational outreach programs that took place with Tampa-Hillsborough County Public Library, Champions for Children, Eco-Fest, and Keep Tampa Bay Beautiful, reaching thousands of school-aged children. - 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 under-resource students at the Department of Integrative Biology, University of South Florida St. Petersburg Campus, on optimizing DNA isolation methods on samples of lowland anoa.- In partnership with Cincinnati Zoo and Botanical Garten, we participate in the American Institute of Rhinoceros Science (AIRS) - A Model for Saving Species with Science ex situ. - Participated in over 20 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. - Established 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. Additional local, national, and global involvement and achievements: - Aired fourth season of NatGeo Wild's Secrets of the Zoo: Tampa- ZooTampa at Lowry Park and the David A. Straz, Jr. Manatee Critical Care Center were awarded USA Today's 10 Best Readers' Choice Awards 2023 for Best Zoo and Best Zoo Exhibit.- Trip Advisor Travelers' Choice Award 2023, ranking the Zoo among the top 10% of attractions worldwide.
Expenses $31,815,584 · Revenue $31,542,244
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Robert Thomas
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Steve Stagg
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Dan Honegger
Treasurer, Finance Committee Chair
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie Stanfield
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Dr Ken Atwater
Trustee (Term start 1/20/23)
- Total calculated
- $0
- Hours/week
- 1
-
Marylou Bailey
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Keenan Baldwin
Government Affairs Committee Chair
- Total calculated
- $0
- Hours/week
- 1
-
Ashley Barnett
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Leah Bergoffen
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Charlotte Brittain
Trustee (Term start 4/28/23)
- Total calculated
- $0
- Hours/week
- 1
-
Sean Butler
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sandy Callahan
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kerrie Campbell
Human Capital Committee Chair
- Total calculated
- $0
- Hours/week
- 1
-
Nelson Castellano
Nominating & Governance Committee Chair
- Total calculated
- $0
- Hours/week
- 1
-
Casey Cathey
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Santiago Corrada
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Dussault
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Commissioner Ken Hagan
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Stacy Hahn
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Frank Hancock
Audit Committee Chair
- Total calculated
- $0
- Hours/week
- 1
-
Curt Harbsmeier
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Heather Jordan-Holmes
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Melanie Lenz
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Carl Lindell Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Devanand Mangar MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Governor Bob Martinez
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence McClure
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Tracy McGrady Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
John Medaska
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Councilman Charlie Miranda
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Tom Piccolo
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Bob Rasmussen
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dennis Rogero
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Senator Darryl Rouson
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
David Seldin
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kim Stohler
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Catherine Lowry Straz
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Keebler Straz
Trustee (Term start 11/4/22)
- Total calculated
- $0
- Hours/week
- 1
-
Ryan Toth
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Carlton Ward Jr
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Randy Zavertnik
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Tony Gaskins
Trustee (Term end 1/20/23)
- Total calculated
- $0
- Hours/week
- 1
-
Marty Miller
Trustee (Term end 1/20/23)
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Couceiro
President & CEO
- Total calculated
- $456,252
- From this org
- $421,392
- From related orgs
- $0
- Other
- $34,860
- Hours/week
- 40 + 0.5 related
Schedule J breakdown matched by us
- Base
- $318,796
- Bonus
- $98,325
- Other
- $4,271
- Deferred
- $9,150
- Nontaxable benefits
- $25,710
- Filer's total
- $456,252
-
Karen Jubrail
Chief Financial Officer
- Total calculated
- $227,776
- From this org
- $211,326
- From related orgs
- $0
- Other
- $16,450
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $182,787
- Bonus
- $27,685
- Other
- $854
- Deferred
- $6,493
- Nontaxable benefits
- $9,957
- Filer's total
- $227,776
-
Scott Rose
Chief Operating Officer
- Total calculated
- $216,880
- From this org
- $203,964
- From related orgs
- $0
- Other
- $12,916
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,463
- Bonus
- $26,448
- Other
- $2,053
- Deferred
- $6,185
- Nontaxable benefits
- $6,731
- Filer's total
- $216,880
-
Mark Haney
Chief External Relations Officer
- Total calculated
- $201,423
- From this org
- $186,087
- From related orgs
- $0
- Other
- $15,336
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $159,926
- Bonus
- $25,473
- Other
- $688
- Deferred
- $5,735
- Nontaxable benefits
- $9,601
- Filer's total
- $201,423
-
Michelle Coleman
Chief People Officer
- Total calculated
- $174,883
- From this org
- $154,226
- From related orgs
- $0
- Other
- $20,657
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,596
- Bonus
- $20,354
- Other
- $276
- Deferred
- $4,714
- Nontaxable benefits
- $15,943
- Filer's total
- $174,883
-
Cynthia Stringfield
Sr VP Animal Health, Conservation & Edu
- Total calculated
- $177,425
- From this org
- $152,860
- From related orgs
- $0
- Other
- $24,565
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,271
- Bonus
- $21,063
- Other
- $526
- Deferred
- $0
- Nontaxable benefits
- $24,565
- Filer's total
- $177,425
-
Cheryl Larsen
VP Revenue Programs & Partnerships
- Total calculated
- $151,658
- From this org
- $128,250
- From related orgs
- $0
- Other
- $23,408
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $115,018
- Bonus
- $9,329
- Other
- $3,903
- Deferred
- $0
- Nontaxable benefits
- $23,408
- Filer's total
- $151,658
-
Cameron O'Connell
Sr Director Sales & Partnerships
- Total calculated
- $152,722
- From this org
- $123,356
- From related orgs
- $0
- Other
- $29,366
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $98,868
- Bonus
- $13,220
- Other
- $11,268
- Deferred
- $4,027
- Nontaxable benefits
- $25,339
- Filer's total
- $152,722
-
Kimberly Spencer
Park General Manager
- Total calculated
- $134,321
- From this org
- $124,577
- From related orgs
- $0
- Other
- $9,744
- Hours/week
- 40
-
Myra Wilson
Director of Procurement
- Total calculated
- $145,879
- From this org
- $120,639
- From related orgs
- $0
- Other
- $25,240
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 5a · Pay contingent on this organization's revenues
- 6a · Pay contingent on this organization's net earnings
Answered no
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5b · Pay contingent on a related organization's revenues
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
- Part I, Line 1b
- The membership dues are paid directly by the organization in accordance with its standard purchasing policy.
- 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Lowry Park Zoo Endowment Foundation Inc
501(c)(3) · Endowment Fund · FL · controlled entity
Directly controlled by Lowry Park Zoological Society of Tampa
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Rental Real Estate · FL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402089349301360
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.