Birmingham Zoo Inc (EIN 621231591) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

Margaret Whitman

Phone

2058790409

Tax Period

2023-01-01 to 2023-12-31

BIRMINGHAM ZOO INC, founded in 1999, is a mid-sized nonprofit in the Animal-Related sector that reported $12.9M in total revenue in fiscal year 2018. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $11.8M left a modest 9% surplus.

Mission

The Birmingham Zoo's purpose is to exhibit animals for the education of visitors, to promote and conduct conservation programs and research studies, and sponsor educational activities for the community.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,581,108

Program Service Revenue $6,592,846

Investment Income $340,624

Other Revenue $759,206

TOTAL REVENUE $17,273,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,423,508

Fundraising Expenses $516,140

Program Expenses $11,788,847

Other Expenses $6,660,589

TOTAL EXPENSES $13,084,097

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,273,784	$11,921,574	+0.4%
Expenses	$13,084,097	$12,241,042	+0.1%
Net Income	$4,189,687	$-319,468	-14.1%

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

195

Volunteers

279

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

$466,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas E Sisson	Chair	10.00	Officer Director	$0	$0	$0
Nancy Collat Goedecke	Immediate Past Chair	10.00	Officer Director	$0	$0	$0
Lee McKinney	Vice Chair	10.00	Officer Director	$0	$0	$0
Thomas Nelson	Junior Board President	10.00	Officer Director	$0	$0	$0
Mary Pat Lawrence	Secretary	10.00	Officer Director	$0	$0	$0
Austin Davis	Treasurer	10.00	Officer Director	$0	$0	$0
Robert Aland	Member	2.50	Director	$0	$0	$0
Alexia Borden	Member	2.50	Director	$0	$0	$0
Emily Wood Bowron Forehand	Member	2.50	Director	$0	$0	$0
Jack Darnall	Member	2.50	Director	$0	$0	$0
Selena Rodger Dickerson	Member	2.50	Director	$0	$0	$0
Daron Drew-Jelks	Member	2.50	Director	$0	$0	$0
Bing Edwards	Member	2.50	Director	$0	$0	$0
David Faulkner	Member	2.50	Director	$0	$0	$0
Christina Grinkmeyer	Member	2.50	Director	$0	$0	$0
Daagye Hendricks	Member	2.50	Director	$0	$0	$0
Tim Hennessy Jr	Member	2.50	Director	$0	$0	$0
Randall Jordan	Member	2.50	Director	$0	$0	$0
Philippe Lathrop	Member	2.50	Director	$0	$0	$0
Matt Lyden	Member	2.50	Director	$0	$0	$0
Chaz Mitchell	Member	2.50	Director	$0	$0	$0
Wally Nall	Member	2.50	Director	$0	$0	$0
Jerry Perkins Jr	Member	2.50	Director	$0	$0	$0
Kyle Rogers	Member	2.50	Director	$0	$0	$0
Crystal Funn Witherspoon	Member	2.50	Director	$0	$0	$0
Chris Pfefferkorn	President & CEO	40.00	Officer	$280,626	$11,041	$291,667
Margaret Whitman	CFO	40.00	Officer	$172,448	$2,385	$174,833
Holllie Colahan	Deputy Director	40.00	Highest	$143,381	$895	$144,276

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	$17,273,784	$13,084,097	$52,651,562	$4,189,687
2022	$11,921,574	$12,241,042	$48,199,187	$-319,468
2021	$17,281,079	$11,283,604	$47,894,948	$5,997,475
2020	$10,394,337	$10,590,863	$41,750,720	$-196,526
2019	$12,327,529	$12,158,752	$43,045,841	$168,777
2018	$12,929,486	$11,768,643	$44,667,002	$1,160,843

Birmingham Zoo Inc