ARROWHEAD ZOOLOGICAL SOCIETY (EIN 410944885) - 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

1959

Legal Domicile

Principal Officer

JIM LEWIS

Phone

2187304500

Tax Period

2023-01-01 to 2023-12-31

ARROWHEAD ZOOLOGICAL SOCIETY, founded in 1959, is a community nonprofit in the Animal-Related sector that reported $2.9M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.6M left a modest 10% surplus.

Mission

TO PROVIDE CLOSE-UP ANIMAL EXPERIENCES THAT INSPIRE CONNECTIONS TO WILDLIFE AND ACTION TOWARD CONSERVATION IN OUR REGION AND AROUND THE WORLD.

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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 $521,796

Program Service Revenue $2,038,478

Investment Income $21,086

Other Revenue $294,878

TOTAL REVENUE $2,876,238

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,561,126

Fundraising Expenses $93,657

Program Expenses $2,182,795

Other Expenses $1,015,030

TOTAL EXPENSES $2,576,156

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,876,238	$2,608,501	+0.1%
Expenses	$2,576,156	$2,704,334	0.0%
Net Income	$300,082	$-95,833	-4.1%

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

169

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

$105,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEY ENGSETH	PRESIDENT	4.00	Officer Director	$0	$0	$0
SUSAN WALDIE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES LEWIS	TREASURER	1.00	Officer Director	$0	$0	$0
KALA PEDERSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
NICKI BRITTON	BOARD MEMBER (THRU MARCH 23')	1.00	Director	$0	$0	$0
DODIE BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
NOAH HOBBS	BOARD MEMBER	1.00	Director	$0	$0	$0
MAYA MATTKE	BOARD MEMBER (THRU MAY 23')	1.00	Director	$0	$0	$0
BAILEY OLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE PENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN PRIVETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE POLZIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURALEE RAUKAR	BOARD MEMBER (THRU AUG. 23')	1.00	Director	$0	$0	$0
BRITTA SCHIELKE	BOARD MEMBER (THRU DEC. 23')	1.00	Director	$0	$0	$0
JACOB ZIKMUND	BOARD MEMBER	1.00	Director	$0	$0	$0
HALEY HEDSTROM	CEO	40.00	Officer	$101,457	$3,743	$105,200

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	$2,876,238	$2,576,156	$1,749,585	$300,082
2022	$2,608,501	$2,704,334	$1,493,495	$-95,833
2021	$3,031,523	$2,148,820	$1,603,774	$882,703
2020	$1,618,528	$1,571,502	$1,019,314	$47,026
2019	$1,889,606	$1,883,327	$685,668	$6,279
2018	$1,685,660	$1,689,769	$670,482	$-4,109

ARROWHEAD ZOOLOGICAL SOCIETY