UTICA ZOOLOGICAL SOCIETY INC (EIN 160915407) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1920

Legal Domicile

Phone

3157380472

Tax Period

2023-01-01 to 2023-12-31

UTICA ZOOLOGICAL SOCIETY INC, founded in 1920, is a community nonprofit in the Animal-Related sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $882K, a strong 23% operating margin.

Mission

UTICA ZOO CREATES UNIQUE EXPERIENCES AND PROMOTES PUBLIC APPRECIATION OF WILDLIFE THROUGH EDUCATION, CONSERVATION, AND RECREATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,033,197

Program Service Revenue $496,158

Investment Income $2,872

Other Revenue $347,100

TOTAL REVENUE $3,879,327

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,457,728

Fundraising Expenses $25,837

Program Expenses $2,711,679

Other Expenses $1,539,231

TOTAL EXPENSES $2,996,959

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,879,327	$3,134,392	+0.2%
Expenses	$2,996,959	$2,394,819	+0.3%
Net Income	$882,368	$739,573	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

331

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER SWEET	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
DREW WARD	SECRETARY	4.00	Officer Director	$0	$0	$0
DAN BROCKWAY	TREASURER	4.00	Officer Director	$0	$0	$0
ADAM MCLAIN PHD	DIRECTOR	2.00	Director	$0	$0	$0
BEN SALTZMAN	DIRECTOR	2.00	Director	$0	$0	$0
CRYSTAL GUZZARDO	DIRECTOR	2.00	Director	$0	$0	$0
DON REESE	DIRECTOR	2.00	Director	$0	$0	$0
JACK SPAETH	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN SKOBLA	DIRECTOR	2.00	Director	$0	$0	$0
MAROLYN WILSON	DIRECTOR	2.00	Director	$0	$0	$0
JAMES VIGGIANO	EMERITUS	2.00	Director	$0	$0	$0
KEVIN CONNELY	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,879,327	$2,996,959	$6,618,872	$882,368
2022	$3,134,392	$2,394,819	$5,361,080	$739,573
2021	$2,740,900	$1,961,835	$4,059,823	$779,065
2020	$1,916,116	$1,805,238	$3,360,852	$110,878
2019	$2,632,434	$1,989,045	$3,633,320	$643,389
2018	$2,156,747	$1,907,591	$3,065,239	$249,156

UTICA ZOOLOGICAL SOCIETY INC