LOUISVILLE ZOO FOUNDATION INC (EIN 310971742) - 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

1980

Legal Domicile

Principal Officer

REBECCA PHILLIPS

Phone

5024592181

Tax Period

2023-07-01 to 2024-06-30

LOUISVILLE ZOO FOUNDATION INC, founded in 1980, is a mid-sized nonprofit in the Animal-Related sector that reported $13.0M in total revenue in fiscal year 2023. Revenue surged 565% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.3M, a strong 95% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR THE LOUISVILLE ZOO FOR TEACHING, RESEARCH AND SERVICE PROGRAMS, THE CONSTRUCTION OF EXHIBITS AND DISPLAYS AND THE PURCHASE OF EQUIPMENT AND SUPPLIES FOR THE ANIMALS OF THE LOUISVILLE ZOO.

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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 $12,167,522

Program Service Revenue $0

Investment Income $788,124

Other Revenue $0

TOTAL REVENUE $12,955,646

Expense Breakdown

Grants Paid $168,048

Salaries & Benefits $21,776

Fundraising Expenses $79,764

Program Expenses $399,280

Other Expenses $336,435

TOTAL EXPENSES $606,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,955,646	$1,947,847	+5.7%
Expenses	$606,023	$611,690	0.0%
Net Income	$12,349,623	$1,336,157	+8.2%

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

N/A

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
JAMIE BRODSKY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TUMMONDS	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
CLEO BATTLE	DIRECTOR	1.00	Director	$0	$0	$0
MARK BROWN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SHEA	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS HALBLEIB	TREASURER	1.00	Officer Director	$0	$0	$0
ERICA TOLAR	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH KING	DIRECTOR	1.00	Director	$0	$0	$0
WENDY DANT CHESSER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
CORY SKOLNICK	DIRECTOR	1.00	Director	$0	$0	$0
BECKY PHILLIPS	CHAIR	1.00	Officer Director	$0	$0	$0
PATTIE DALE TYE	DIRECTOR	1.00	Director	$0	$0	$0
SUNIL THIRKANNAD	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS COYLE	DIRECTOR	1.00	Director	$0	$0	$0
JULIE BABBAGE LAUNGANI	DIRECTOR	1.00	Director	$0	$0	$0
FORREST CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
LORI RIDDLE EBERENZ	DIRECTOR	1.00	Director	$0	$0	$0
LARRY FLORMAN MD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HOLLIS	DIRECTOR	1.00	Director	$0	$0	$0
VINCENT JAMES	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER JONES	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE LOYD	DIRECTOR	1.00	Director	$0	$0	$0
STEVE PAZIENZA	DIRECTOR	1.00	Director	$0	$0	$0
S BUTCH SHAW	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SPEED	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS WATERMAN	DIRECTOR	1.00	Director	$0	$0	$0
PRESTON VAN WINKLE	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY NALLY	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK O'KOON	DIRECTOR	1.00	Director	$0	$0	$0
ANGUS WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN WOODWARD	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$12,955,646	$606,023	$21,207,886	$12,349,623
2023	$1,947,847	$611,690	$8,895,419	$1,336,157
2022	$2,073,409	$444,509	$7,356,723	$1,628,900
2021	$2,783,761	$432,717	$5,736,969	$2,351,044
2020	$1,357,882	$2,030,899	$3,854,883	$-673,017
2019	$1,263,036	$7,401,856	$4,062,314	$-6,138,820

LOUISVILLE ZOO FOUNDATION INC