POTAWATOMI ZOOLOGICAL SOCIETY INC (EIN 351183974) - 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

1971

Legal Domicile

Principal Officer

JASON SCHULTZ

Phone

5742884639

Tax Period

2024-01-01 to 2024-12-31

POTAWATOMI ZOOLOGICAL SOCIETY INC, founded in 1971, is a community nonprofit in the Animal-Related sector that reported $7.8M in total revenue in fiscal year 2024. Expenses of $6.7M left a modest 14% surplus.

Mission

POTAWATOMI ZOOLOGICAL SOCIETY, INC. (THE SOCIETY) IS AN INDIANA NONPROFIT CORPORATION WHOSE PRIMARY MISSION IS TO ASSIST AND ADVISE THE CITY OF SOUTH BEND, INDIANA (THE CITY) BY ACTING AS REPRESENTATIVES OF THE COMMUNITY, AND TO PROVIDE FUNDING WITH FIDUCIARY RESPONSIBILITY FOR THE SOUTH BEND POTAWATOMI PARK ZOO (THE ZOO) IN AREAS THAT PROMOTE EXCELLENCE IN EDUCATION, CONSERVATION AND IMPROVED ANIMAL QUALITY OF LIFE. THE ZOO IS RECOGNIZED AS A VITAL CULTURAL AND RECREATIONAL COMMUNITY ASSET AND WISH TO ENHANCE THE ZOO'S CONTRIBUTIONS TO THE COMMUNITY IN THE AREAS OF RECREATION, EDUCATION AND CONSERVATION. THE SOCIETY IS COMMITTED TO THE ONGOING DEVELOPMENT, SUPPORT AND ENRICHMENT OF THE ZOO AND SHARE THE GOAL OF PROVIDING A TOP FLIGHT ZOO FOR A CITY THE SIZE OF SOUTH BEND, FOR ITS CITIZENS OF ITS NEIGHBOR COMMUNITIES, AND FOR VISITORS TO THE SOUTH BEND AREA. THE SOCIETY IS ORGANIZED TO SOLICIT, COLLECT, AND PROVIDE FUNDS FOR SECURING AND MAINTAINING ANIMALS AND FACILITIES FOR THE CITY

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,900,367

Program Service Revenue $3,461,805

Investment Income $207,853

Other Revenue $1,198,760

TOTAL REVENUE $7,768,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,275,354

Fundraising Expenses $1,343,817

Program Expenses $3,632,681

Other Expenses $3,390,893

TOTAL EXPENSES $6,666,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,768,785	$7,657,261	+0.0%
Expenses	$6,666,247	$7,277,086	-0.1%
Net Income	$1,102,538	$380,175	+1.9%

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

147

Volunteers

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

$172,348

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA SISK	EXECUTIVE DI	40.00	Director	$172,348	$0	$172,348
MYLES BUSBY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE COTTER	DIRECTOR	1.00	Director	$0	$0	$0
MARK CRINITI	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER DUKE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS FIELDING	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE HORN	PRESIDENT EM	1.00	Director	$0	$0	$0
ERIC HORVATH	DIRECTOR	1.00	Director	$0	$0	$0
ERIK JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LEVON JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
DARYL KNIP	VICE PRESIDE	1.00	Director	$0	$0	$0
MONA LIVINGSTON	DIRECTOR	1.00	Director	$0	$0	$0
JOAN MCCLENDON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MENDOZA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MERTES	PRESIDENT EM	1.00	Director	$0	$0	$0
HODGE PATEL	DIRECTOR	1.00	Director	$0	$0	$0
AMBER PULFORD	DIRECTOR	1.00	Officer Director	$0	$0	$0
CHRISTI RISK	TREASURER	1.00	Officer Director	$0	$0	$0
JASON SCHULTZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
GILLIAN SHAW	SECRETARY	1.00	Director	$0	$0	$0
PATRICK STALVEY	DIRECTOR	1.00	Director	$0	$0	$0
JAMES TURNWALD	SECRETARY	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
2024	$7,768,785	$6,666,247	$6,602,702	$1,102,538
2023	$7,657,261	$7,277,086	$5,514,343	$380,175
2022	$7,129,735	$5,469,796	$5,034,664	$1,659,939
2021	$6,262,352	$8,182,376	$3,636,728	$-1,920,024
2020	$6,195,369	$4,632,457	$5,459,757	$1,562,912

POTAWATOMI ZOOLOGICAL SOCIETY INC