THE ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC (EIN 591259270) - 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

1969

Legal Domicile

Principal Officer

KATHLEEN BRELAND

Phone

5615330887

Tax Period

2023-10-01 to 2024-09-30

THE ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC, founded in 1969, is a mid-sized nonprofit in the Animal-Related sector that reported $22.3M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.4M, a strong 42% operating margin.

Mission

TO INSPIRE PEOPLE TO ACT ON BEHALF OF WILDLIFE AND THE NATURAL 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 $15,100,779

Program Service Revenue $6,806,441

Investment Income $643,742

Other Revenue $-289,597

TOTAL REVENUE $22,261,365

Expense Breakdown

Grants Paid $113,200

Salaries & Benefits $5,915,854

Fundraising Expenses $1,350,833

Program Expenses $10,422,908

Other Expenses $6,786,936

TOTAL EXPENSES $12,815,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,261,365	$15,445,592	+0.4%
Expenses	$12,815,990	$12,562,461	+0.0%
Net Income	$9,445,375	$2,883,131	+2.3%

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

130

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

$855,567

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE KESSLER	CHAIRMAN	5.00	Officer Director	$0	$0	$0
LUIS J FERNANDEZ	CO-VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
JONATHAN CLAY	CO-VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
GARY E KRIEGER	TREASURER	3.00	Officer Director	$0	$0	$0
DANIEL J COMERFORD III PHD	SECRETARY	3.00	Officer Director	$0	$0	$0
MAURA ZISKA CHRISTU	DIRECTOR	2.00	Director	$0	$0	$0
MITCH QUAIN	DIRECTOR	3.00	Director	$0	$0	$0
GUILLERMO PEREZ-VARGAS	DIRECTOR	2.00	Director	$0	$0	$0
MATT VALLE	DIRECTOR	4.00	Director	$0	$0	$0
MARILYN N BEUTTENMULLER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY WOOD BYLIN	DIRECTOR	1.00	Director	$0	$0	$0
JULIE CONNORS	DIRECTOR	1.00	Director	$0	$0	$0
DALE H COUDERT	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT B DUNKIN II	DIRECTOR	1.00	Director	$0	$0	$0
MEI SZE GREENE	DIRECTOR	1.00	Director	$0	$0	$0
CAROLE MORAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN E MYERS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS TOM C QUICK	DIRECTOR	2.00	Director	$0	$0	$0
JOSH MCGRAW	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE DEAN	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH DAUMAN	DIRECTOR	3.00	Director	$0	$0	$0
MARGO MCKNIGHT	PRESIDENT/CEO	40.00	Officer	$250,270	$8,543	$258,813
KATHLEEN BRELAND	CHIEF FINANCIAL OFFICER	40.00	Officer	$181,017	$5,483	$186,500
CASEY COY	CHIEF OPERATING OFFICER	40.00	Officer	$142,597	$5,189	$147,786
LISA LOOMIS	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$125,271	$960	$126,231
RENEE BUMPUS	CHIEF ANIMAL & CONSERVATION OFFICER	40.00	Officer	$135,277	$960	$136,237

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	$22,261,365	$12,815,990	$55,930,410	$9,445,375
2023	$15,445,592	$12,562,461	$45,802,463	$2,883,131
2022	$12,769,380	$10,785,409	$43,921,907	$1,983,971
2021	$11,121,912	$9,058,722	$42,861,219	$2,063,190
2020	$9,961,315	$9,084,199	$38,730,990	$877,116
2019	$10,268,470	$10,482,556	$46,106,939	$-214,086
2018	$10,216,034	$9,891,954	$45,843,074	$324,080

THE ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC