VALLEY ZOOLOGICAL ENDOWMENT

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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

1986

Legal Domicile

Principal Officer

PATRICK M BURCHFIELD

Phone

9565467187

Tax Period

2024-01-01 to 2024-12-31

VALLEY ZOOLOGICAL ENDOWMENT, founded in 1986, is a small nonprofit in the Animal-Related sector that reported $618K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $750K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO RECEIVE, MANAGE AND MAINTAIN CONTRIBUTIONS EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF THE VALLEY ZOOLOGICAL SOCIETY.

Program Service Accomplishments

Program 1

Expenses: $573,136 Revenue: $616,733

THE PURPOSE OF THE VALLEY ZOOLOGICAL ENDOWMENT IS TO PROVIDE AN ENDOWMENT FUND EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF THE VALLEY ZOOLOGICAL SOCIETY.

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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 $1,547

Program Service Revenue $0

Investment Income $616,733

Other Revenue $0

TOTAL REVENUE $618,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $573,136

Other Expenses $750,340

TOTAL EXPENSES $750,340

Year-over-Year Comparison

	2024	2023	Change
Revenue	$618,280	$521,549	+0.2%
Expenses	$750,340	$750,536	0.0%
Net Income	$-132,060	$-228,987	-0.4%

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

N/A

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

$151,111

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBA CARDENAS MCNAIR	PRESIDENT	1.00	Officer	$0	$0	$0
ARTURO FARIAS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
WALTER PAWKETT	TREASURER	1.00	Officer	$0	$0	$0
PAT BURCHFIELD	SECRETARY	1.00	Officer	$0	$14,276	$151,111
MARSHALL RAY	TRUSTEES	1.00	Director	$0	$0	$0
DAVID C GARZA	TRUSTEES	1.00	Director	$0	$0	$0
DOUG HARDIE	TRUSTEES	1.00	Director	$0	$0	$0
JAMES D RUSSELL	TRUSTEES	1.00	Director	$0	$0	$0
JIM TIPTON	TRUSTEES	1.00	Director	$0	$0	$0
NICK RHODES	TRUSTEES	1.00	Director	$0	$0	$0
SUZANNE SHEPARD	TRUSTEES	1.00	Director	$0	$0	$0
NICHOLAS SERAFY	TRUSTEES	1.00	Director	$0	$0	$0
DON FARST	TRUSTEES	1.00	Director	$0	$0	$0
NEIL HAMAN	TRUSTEES	1.00	Director	$0	$0	$0
MARSLETTA KNAPP	TRUSTEES	1.00	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	$618,280	$750,340	$18,235,045	$-132,060
2023	$521,549	$750,536	$16,178,869	$-228,987
2022	$515,163	$705,240	$14,308,556	$-190,077
2021	$561,319	$721,231	$16,926,525	$-159,912
2020	$648,554	$682,202	$16,507,444	$-33,648
2019	$1,482,494	$781,738	$16,997,268	$700,756
2018	$877,154	$2,051,984	$14,134,072	$-1,174,830