Naples Zoo Inc

Nonprofit profile at a glance

EIN
562412630
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Naples, FL, USA
Phone
2392625409
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Zoo, Zoological Society

Official website

Reported finances

Revenue
$13,360,275
Expenses
$11,277,456
Assets
$45,461,118
Liabilities
$4,281,838

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

34 people listed

Executive titles in this filing

  • JACK MULVENA (PRESIDENT/CEO)

Highest reported compensation

  • JACK MULVENA (PRESIDENT/CEO): $365,879 total reported compensation
  • MAURICIO PASTOR (DIRECTOR OF CONSTRUCTION & CAPITAL PROJECTS): $237,874 total reported compensation
  • KIMBERLEY PICKENS (CFO): $179,479 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Naples zoo is accredited by the american zoo & aquarium association (aza) and has numerous animal exhibits placed on its 45-acre site. (continued on schedule o)each exhibit is unique and designed to simulate typical conditions for the animals and to ensure the visitors have as much visual interaction as possible while maintaining the safety of both the animals and guests. The zoo provides educational experiences to guests through question and answer formats with our zoo keepers, lectures and multimedia presentations incorporating information about nutritional diets, healthy/clean environments, veterinary care and methods for creating behavioral enrichment for the mental and physical well being for the wild animals in the zoo's care. The zoo educates its guests about the importance of conserving wild animals and their natural habitats.

What it reported doing in 2024

Naples zoo's education department exists to support the zoo's mission. This is accomplished through a diverse array of programming, developing mutually beneficial partnerships, and engaging the community in conservation action through outreach programs, camps and early-learning programming.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 63
  • Transparency & Controls: 75
  • Accountability: 100
  • Sustainability: 70
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.2%; rating input score 61
  • Program expense ratio: 72.9%; rating input score 73
  • Fundraising efficiency: $11.25 raised per $1 spent on fundraising; rating input score 41; 41st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.4%; rating input score 94; 22nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: 1 of 8 controls in place; rating input score 12
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Fail
    • Conducts field audits: Fail
    • May suspend future funding: Fail
    • Requires financial reports: Fail
    • Conducts site visits: Fail
    • Requires grant agreements: Fail
    • May require repayment: Fail
  • Grant itemization coverage: 94.2%; rating input score 94; 24th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 15.6%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 4.03; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 75; 75th percentile among comparable filings
  • Officer compensation ratio: 12.5%; rating input score 13; 13th percentile among comparable filings

Growth

  • Program expense growth: 6.2% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 6.2% per year; rating input score 100; 53rd percentile among comparable filings
  • Asset growth: 11.2% per year; rating input score 100; 69th percentile among comparable filings

Details

  • Where the money goes: 61.2% of revenue deployed · 72.9% of spending went to programs
  • Governance: 27 of 27 board members independent · 9 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $8.2M in reported program spending
  • Leadership: top reported pay $366K · 34 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.5M reported
  • Consistency: 39 of 41 current checks pass · 2 findings to review
  • Schedules: 9 filed schedules · includes major donors, foreign activity, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • Related organizations: 5 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight: 7 of 8 not reported.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 41/100.
  • High — Sustainability: Officer compensation ratio scored 13/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Transparency & Controls: Foreign grant itemization did not reconcile in the filed values.