ZOOLOGICAL SOCIETY OF MILWAUKEE CTY (EIN 396077242) - 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

1910

Legal Domicile

Principal Officer

JODI GIBSON

Phone

4142582333

Tax Period

2024-01-01 to 2024-12-31

ZOOLOGICAL SOCIETY OF MILWAUKEE CTY, founded in 1910, is a mid-sized nonprofit in the Animal-Related sector that reported $13.0M in total revenue in fiscal year 2024. Expenses of $14.7M exceeded revenue, resulting in a 13% operating deficit.

Mission

THE MISSION OF THE ZOOLOGICAL SOCIETY IS TO TAKE PART IN CONSERVING WILDLIFE AND ENDANGERED SPECIES, TO EDUCATE PEOPLE ABOUT THE IMPORTANCE OF WILDLIFE AND THE ENVIRONMENT, AND TO SUPPORT THE MILWAUKEE COUNTY ZOO. THE SOCIETY WAS ORGANIZED TO AID THE COUNTY IN THE OPERATION, MAINTENANCE AND DEVELOPMENT OF THE MILWAUKEE ZOOLOGICAL GARDENS ("ZOO") AND THE ZOO'S ANIMAL COLLECTION ACTIVITIES, AND TO PROMOTE CONSERVATION, EDUCATION, EXHIBITION OF ANIMALS, RESEARCH, AND RECREATION THROUGH FUNDRAISING AND VOLUNTEERISM.

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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 $11,745,810

Program Service Revenue $570,140

Investment Income $951,948

Other Revenue $-234,955

TOTAL REVENUE $13,032,943

Expense Breakdown

Grants Paid $4,111,826

Salaries & Benefits $4,661,371

Fundraising Expenses $454,553

Program Expenses $10,894,193

Other Expenses $5,889,412

TOTAL EXPENSES $14,662,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,032,943	$12,217,753	+0.1%
Expenses	$14,662,609	$12,845,596	+0.1%
Net Income	$-1,629,666	$-627,843	+1.6%

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

125

Volunteers

451

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

$495,264

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEREK TYUS	CHAIR	1.00	Officer Director	$0	$0	$0
TAMI SCULLY GARRISON	VICE CHAIR AND CHAIR ELECT	1.00	Officer Director	$0	$0	$0
JOHN KISSINGER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PEGGY KELSY	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN SOHN	TREASURER	1.00	Officer Director	$0	$0	$0
JAY MCKENNA	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
MARK A BERKOFF	DIRECTOR	1.00	Director	$0	$0	$0
ROB BERES	DIRECTOR	1.00	Director	$0	$0	$0
JANETTE BRAVERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JASON FATHALLAH	DIRECTOR	1.00	Director	$0	$0	$0
JOE FROHNA	DIRECTOR	1.00	Director	$0	$0	$0
MARIA GONZALEZ KNAVEL	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
NEZIH HASANOGLU	DIRECTOR	1.00	Director	$0	$0	$0
TANYA HINES	DIRECTOR	1.00	Director	$0	$0	$0
EMORY IRELAND	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE IRGENS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KELLERMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAN KEMPKEN	DIRECTOR	1.00	Director	$0	$0	$0
JOE KRESL	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE KRIDER	DIRECTOR	1.00	Director	$0	$0	$0
JENNA KUNDE	DIRECTOR	1.00	Director	$0	$0	$0
DR DEMOND MEANS	DIRECTOR	1.00	Director	$0	$0	$0
KAT MORROW	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN OCCHETTI	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT REDLINGER	DIRECTOR	1.00	Director	$0	$0	$0
HAROLD REDMAN	DIRECTOR	1.00	Director	$0	$0	$0
DON ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
JOE ROCK	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK ROEDEL	DIRECTOR	1.00	Director	$0	$0	$0
BARRY SATTELL	DIRECTOR	1.00	Director	$0	$0	$0
RICK SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
ROGER SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TONY STANIAK	DIRECTOR	1.00	Director	$0	$0	$0
JUDY HOLZ STATHAS	DIRECTOR	1.00	Director	$0	$0	$0
MATT SWENTKOFSKE	DIRECTOR	1.00	Director	$0	$0	$0
DAVE STRELITZ	DIRECTOR	1.00	Director	$0	$0	$0
JAMES WARD	DIRECTOR	1.00	Director	$0	$0	$0
WENDELL WILLIS	DIRECTOR	1.00	Director	$0	$0	$0
JODI GIBSON	PRESIDENT AND CEO	40.00	Officer	$311,871	$28,017	$339,888
JASON KOEHLER	CFO - PART YEAR	40.00	Officer	$123,025	$30,321	$153,346
KATE HALFWASSEN	CFO - PART YEAR	40.00	Officer	$2,030	$0	$2,030
JENNIFER MUELLER	CHIEF REVENUE DEVELOPMENT OFFICER	40.00	Highest	$172,783	$39,586	$212,369
BETH HELLER	VP - PROGRAMS	40.00	Highest	$139,418	$7,910	$147,328

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	$13,032,943	$14,662,609	$17,662,694	$-1,629,666
2023	$12,217,753	$12,845,596	$17,325,828	$-627,843
2022	$16,366,634	$11,867,102	$17,363,245	$4,499,532
2022	$2,889,576	$2,933,236	$17,515,542	$-43,660
2021	$13,548,879	$13,692,132	$14,195,858	$-143,253
2020	$8,845,311	$12,806,136	$14,078,982	$-3,960,825
2019	$15,429,545	$19,602,943	$16,419,669	$-4,173,398
2018	$16,559,039	$15,766,881	$21,659,497	$792,158

ZOOLOGICAL SOCIETY OF MILWAUKEE CTY