LAKE AREA ZOOLOGICAL SOCIETY (EIN 237294134) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

LAKE AREA ZOOLOGICAL SOCIETY, founded in 1972, is a small nonprofit in the Animal-Related sector that reported $379K in total revenue in fiscal year 2018. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $159K, a strong 42% operating margin.

Mission

TO PROMOTE AND STIMULATE INTEREST IN THE BRAMBLE PARK ZOO AND SUPPORT THE ZOOS DEVELOPMENT AND PROGRAMS THROUGH FUNDRAISING, MARKETING AND OTHER INITIATIVES DESIGNED TO ENHANCE THE ZOO EXPERIENCE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $302,364

Program Service Revenue $119,590

Investment Income $19,803

Other Revenue $-956

TOTAL REVENUE $440,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $280,244

Other Expenses $305,178

TOTAL EXPENSES $305,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$440,801	$539,533	-0.2%
Expenses	$305,178	$316,847	0.0%
Net Income	$135,623	$222,686	-0.4%

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

N/A

Volunteers

100

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
DR MEI-YAO LOUIS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MUNGER	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA REEVES	DIRECTOR	1.00	Director	$0	$0	$0
DOUG ALVINE	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA TERRONEZ	DIRECTOR	1.00	Director	$0	$0	$0
SALENA ENGELS	DIRECTOR	1.00	Director	$0	$0	$0
WILL MORLOCK	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HAGEMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHAD JOHNSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE VENER	TREASURERSECRETARY	1.00	Officer Director	$0	$0	$0
DR ANDREA HENNEN	PRESIDENT	1.00	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$440,801	$305,178	$1,750,709	$135,623
2022	$539,533	$316,847	$1,554,156	$222,686
2021	$503,623	$356,638	$1,493,238	$146,985
2020	$1,337,936	$1,363,856	$1,277,802	$-25,920
2019	$352,523	$333,907	$1,261,992	$18,616
2018	$378,993	$219,578	$1,170,844	$159,415

LAKE AREA ZOOLOGICAL SOCIETY