ZOOLOGICAL SOCIETY OF MILWAUKEE ENDOWMENT TRUST (EIN 396795665) - 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

2007

Legal Domicile

Principal Officer

BARRY SATTELL

Phone

4142582333

Tax Period

2024-01-01 to 2024-12-31

ZOOLOGICAL SOCIETY OF MILWAUKEE ENDOWMENT TRUST, founded in 2007, is a small nonprofit in the Animal-Related sector that reported $721K in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $352K, a strong 49% operating margin.

Mission

TO PROVIDE SUPPORT & FUNDING FOR THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE

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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 $117,655

Program Service Revenue $0

Investment Income $602,870

Other Revenue $0

TOTAL REVENUE $720,525

Expense Breakdown

Grants Paid $299,729

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $299,729

Other Expenses $68,985

TOTAL EXPENSES $368,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$720,525	$1,893,716	-0.6%
Expenses	$368,714	$439,347	-0.2%
Net Income	$351,811	$1,454,369	-0.8%

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

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
MICHAEL GREBE	TRUSTEE	2.00	Director	$0	$0	$0
KAREN PECK KATZ	TRUSTEE	2.00	Director	$0	$0	$0
JOE FROHNA	TRUSTEE	2.00	Director	$0	$0	$0
BARRY SATTELL	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVE STRELITZ	TRUSTEE	2.00	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
2024	$720,525	$368,714	$12,741,147	$351,811
2023	$1,893,716	$439,347	$11,742,061	$1,454,369
2022	$1,014,814	$226,215	$9,276,918	$788,599
2022	$544,316	$207,030	$9,956,271	$337,286
2021	$780,442	$483,450	$11,319,059	$296,992
2020	$627,640	$870,789	$10,165,650	$-243,149
2019	$1,396,543	$3,230,494	$10,336,187	$-1,833,951
2018	$1,413,224	$723,956	$21,980,372	$689,268

ZOOLOGICAL SOCIETY OF MILWAUKEE ENDOWMENT TRUST