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Nonprofiteer
← LOWRY PARK ZOO ENDOWMENT FOUNDATION INC

Form 990 for tax year 2022

Filed by LOWRY PARK ZOO ENDOWMENT FOUNDATION INC.

Totals

Total revenue
$722,087
Total expenses
$1,050,581
Contributions and grants received
$0
Grants paid
$894,366
Program service revenue
$0
Investment income
$686,141
Other revenue
$35,946
Total assets, end of year
$21,524,582
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$21,524,582
Program services expenses (Part IX)
$894,366
Management and general expenses
$93,255
Fundraising expenses
$62,960
Program service expenses (Part III)
$894,366

Program services were 85.1% 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.

  • 3 · Investment income

    total $695,082 · excluded $695,082

  • 7a · Gross sales of assets other than inventory

    securities $3,196,733

  • 7b · Less cost or other basis and sales expenses

    securities $3,205,674

  • 7c · Gain or loss

    securities -$8,941

  • 7d · Net gain or loss

    total -$8,941 · excluded -$8,941

  • 11a · Other revenue: Investment Income: KML Properties

    total $35,946 · excluded $35,946

  • 11e · Other revenue, total

    $35,946

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $894,366 · program services $894,366

  • 11b · Fees: legal

    total $2,960 · fundraising $2,960

  • 11c · Fees: accounting

    total $28,226 · management and general $28,226

  • 11e · Fees: professional fundraising services

    total $60,000 · fundraising $60,000

  • 11f · Fees: investment management

    total $62,520 · management and general $62,520

  • 13 · Office expenses

    total $100 · management and general $100

  • 24a · Other expenses: UBI Tax

    total $2,409 · management and general $2,409

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $43,185 · end of year $19,340

  • 11 · Investments: publicly traded securities

    beginning of year $16,749,519 · end of year $18,069,905

  • 12 · Investments: other securities

    beginning of year $897,148 · end of year $1,135,034

  • 15 · Other assets

    beginning of year $2,414,559 · end of year $2,300,303

  • 27 · Net assets without donor restrictions

    beginning of year $13,158,565 · end of year $14,300,132

  • 28 · Net assets with donor restrictions

    beginning of year $6,945,846 · end of year $7,224,450

Mission and programs · 2022

Mission

Provide support for operations and programs offered by the Lowry Park Zoological Society of Tampa.

  • Provided support for operations and programs offered by the Lowry Park Zoological Society of Tampa.

    Expenses $894,366 · Grants $894,366

As filed on the 2022 return.

Listed in Part VII

  • Richard Dick Stohler

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Fowler

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Liz Dimmitt

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Caroline Bet Snyder

    Director

    Total calculated
    $0
    Hours/week
    1

  • Stacy Miller

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joseph Couceiro

    CEO

    Total calculated
    $456,253
    From this org
    $0
    From related orgs
    $421,393
    Other
    $34,860
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,797 related
    Bonus
    $0 + $98,325 related
    Other
    $0 + $4,271 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $25,710 related
    Filer's total
    $0 + $456,253 related

  • Karen Jubrail

    CFO

    Total calculated
    $227,776
    From this org
    $0
    From related orgs
    $211,326
    Other
    $16,450
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,787 related
    Bonus
    $0 + $27,685 related
    Other
    $0 + $854 related
    Deferred
    $0 + $6,493 related
    Nontaxable benefits
    $0 + $9,957 related
    Filer's total
    $0 + $227,776 related

  • Mark Haney

    CAO

    Total calculated
    $201,423
    From this org
    $0
    From related orgs
    $186,087
    Other
    $15,336
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,926 related
    Bonus
    $0 + $25,473 related
    Other
    $0 + $688 related
    Deferred
    $0 + $5,735 related
    Nontaxable benefits
    $0 + $9,601 related
    Filer's total
    $0 + $201,423 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 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 3
Compensation of the CEO, CFO, and CAO is determined by the Lowry Park Zoological Society of Tampa (Society), a related 501(c)(3) organization. The Society utilizes each of the methods listed, with the exception of written employment contract as defined in the form instructions, to establish compensation.

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

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Lowry Park Zoo Endowment Foundation Holdings LLC

    Investment holdings · FL · income $35,946 · assets $350,218

    Directly controlled by Lowry Park Zoo Endowment Foundation Inc

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • KML Properties LLC

    Excluded · Rental real estate · FL · 25% owned · share of income $29,427 · share of assets $382,510

Provenance

Return type
form_990
Tax year
2022
Filed
24 April 2024
IRS schema version
2022v5.0
Source object
202401169349301175

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