SHEDD AQUARIUM SOCIETY (EIN 362167918) - 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

1924

Legal Domicile

Principal Officer

BRIDGET C COUGHLIN

Phone

3126923114

Tax Period

2023-01-01 to 2023-12-31

SHEDD AQUARIUM SOCIETY, founded in 1924, is a mid-sized nonprofit in the Animal-Related sector that reported $65.3M in total revenue in fiscal year 2018. Expenses of $62.9M left a modest 4% surplus.

Mission

THE SHEDD AQUARIUM SOCIETY OPERATES A PUBLIC AQUARIUM TO ENCOURAGE THE CONNECTION BETWEEN ANIMALS AND GUESTS THROUGH EXHIBITS AND EDUCATION PROGRAMS WITH THE GOAL OF PROMOTING AQUATIC CONSERVATION.

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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 $26,650,772

Program Service Revenue $48,005,901

Investment Income $15,981,297

Other Revenue $2,336,687

TOTAL REVENUE $92,974,657

Expense Breakdown

Grants Paid $295,353

Salaries & Benefits $33,710,916

Fundraising Expenses $3,933,591

Program Expenses $52,099,194

Other Expenses $32,846,855

TOTAL EXPENSES $66,994,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$92,974,657	$94,920,299	0.0%
Expenses	$66,994,472	$57,622,512	+0.2%
Net Income	$25,980,185	$37,297,787	-0.3%

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

612

Volunteers

347

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

$1,530,923

Total Directors

$935,093

Key Employees

$1,345,224

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIDGET COUGHLIN PHD	PRESIDENT/CEO	45.00	Officer Director	$834,532	$100,561	$935,093
DAVID J KOO	CHAIRMAN OF BOARD	1.00	Officer Director	$0	$0	$0
NEIL BOOK	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
JOSEPH S BRAIK	TRUSTEE	1.00	Director	$0	$0	$0
MARY L BURKE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM J CHASE	TRUSTEE	1.00	Director	$0	$0	$0
SHANNEL CLUBB	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH HARTIGAN CONNELLY	TRUSTEE	1.00	Director	$0	$0	$0
DOMINIC CURCIO	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
DAVID L EPSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD E ERWIN	TRUSTEE	1.00	Director	$0	$0	$0
TYRONE C FAHNER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID FOULKES	TRUSTEE	1.00	Director	$0	$0	$0
JOHN D FUMAGALLI	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
SARAH N GARVEY	TRUSTEE	1.00	Director	$0	$0	$0
H JOHN GILBERTSON JR	TRUSTEE	1.00	Director	$0	$0	$0
BRENT GLEDHILL	TRUSTEE	1.00	Director	$0	$0	$0
ANDERS GUSTAFSSON	TRUSTEE	1.00	Director	$0	$0	$0
TRACIE HAAS	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HESSELMANN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HOLMES	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT H JORDAN PHD	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN A KENNEY	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD KEYSER	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
THOMAS N KING	TRUSTEE	1.00	Director	$0	$0	$0
ANNE KREBS	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
JERRY KRULEWITCH	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH KUHRT	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
KATIE LAWLER	TRUSTEE	1.00	Director	$0	$0	$0
ANNA M LIVINGSTON	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT LYONS	TRUSTEE	1.00	Director	$0	$0	$0
HARVEY L MILLER	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
SUSAN E MORRISON	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
REV MICHAEL NABORS PHD	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
ANDREW NOCELLA	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN L O'CONNOR	TRUSTEE	1.00	Director	$0	$0	$0
CARA PAN	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
GINEVRA REED RALPH	TRUSTEE	1.00	Director	$0	$0	$0
ZALDWAYNAKA SCOTT	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
NANCY S SEARLE	TRUSTEE	1.00	Director	$0	$0	$0
LLOYD A SEMPLE JR	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
KIMBERLY SIMIOS	TRUSTEE	1.00	Director	$0	$0	$0
ALEX SINGLA	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES SMITH	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
MARY S SMITH	TRUSTEE	1.00	Director	$0	$0	$0
TRACY SOUDER	TRUSTEE	1.00	Director	$0	$0	$0
JOYCE ST CLAIR	TRUSTEE	1.00	Director	$0	$0	$0
MARK STAINTON	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD J TOBIN	TRUSTEE	1.00	Director	$0	$0	$0
JANE L WARNER	TRUSTEE	1.00	Director	$0	$0	$0
STEVE WELLER	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY WRIGHT	TRUSTEE	1.00	Director	$0	$0	$0
SUZANNE YOON	TRUSTEE - PART YEAR	1.00	Director	$0	$0	$0
GARY GORDON	CHIEF FINANCIAL & ADMIN OFFICER	45.00	Officer	$327,293	$38,613	$365,906
CATHERINE CASEY	VP & GENERAL COUNSEL	45.00	Officer	$212,452	$17,472	$229,924
MEGHAN CURRAN	CHIEF MARKETING & EXPERIENCE OFFICER	45.00	Key Emp	$324,079	$36,324	$360,403
PEGGY SLOAN	CHIEF ANIMAL CONSERVATION OFFICER	45.00	Key Emp	$245,686	$26,204	$271,890
NANCY ANSCHEL	SVP, HUMAN RESOURCES	45.00	Key Emp	$240,163	$29,195	$269,358
ROBERT WENGEL	SVP, FACILITIES AND SECURITY	45.00	Key Emp	$238,510	$32,378	$270,888
ANDREA RODGERS	SVP, EXTERNAL AFFAIRS & MARKETING	45.00	Key Emp	$156,798	$15,887	$172,685
SARAH HEZEL	VP, DESIGN & EXHIBITS	45.00	Highest	$203,849	$28,099	$231,948
DANIELLE DUMERER	VP, TECHNOLOGY AND INFORMATION SECURITY	45.00	Highest	$207,886	$39,073	$246,959
KELLY MCLAUGHLIN-KENNEDY	VP, PHILANTHROPIC & STRATEGIC INITIATIVES	45.00	Highest	$201,650	$12,355	$214,005
CHARLES KNAPP	VP, CONSERVATION RESEARCH	45.00	Highest	$173,845	$33,678	$207,523
LISA JUNKIN LOPEZ	VP, LEARNING AND COMMUNITY	45.00	Highest	$171,587	$36,079	$207,666

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	$92,974,657	$66,994,472	$703,914,325	$25,980,185
2022	$94,920,299	$57,622,512	$628,183,114	$37,297,787
2021	$182,584,994	$55,798,825	$579,063,632	$126,786,169
2020	$48,331,820	$54,444,622	$474,609,106	$-6,112,802
2019	$73,772,254	$61,229,407	$462,402,384	$12,542,847
2018	$65,337,740	$62,910,753	$410,815,310	$2,426,987

SHEDD AQUARIUM SOCIETY