Utah Zoological Society (EIN 870217405) - 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

1951

Legal Domicile

Phone

8015841778

Tax Period

2024-01-01 to 2024-12-31

Utah Zoological Society, founded in 1951, is a mid-sized nonprofit in the Animal-Related sector that reported $24.9M in total revenue in fiscal year 2024. Expenses of $23.2M left a modest 7% surplus.

Mission

Utah's Hogle Zoo inspires wildlife champions and connects our community to animals, promoting conservation locally and globally.

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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 $11,352,425

Program Service Revenue $12,283,359

Investment Income $1,043,155

Other Revenue $179,316

TOTAL REVENUE $24,858,255

Expense Breakdown

Grants Paid $367,614

Salaries & Benefits $12,723,299

Fundraising Expenses $673,546

Program Expenses $20,588,306

Other Expenses $10,134,810

TOTAL EXPENSES $23,225,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,858,255	$24,557,487	+0.0%
Expenses	$23,225,723	$20,100,781	+0.2%
Net Income	$1,632,532	$4,456,706	-0.6%

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

288

Volunteers

1077

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

$672,817

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Hulterstrom	Board Chair	0.3	Officer Director	$0	$0	$0
Lisa Livsey	Secretary	0.3	Officer Director	$0	$0	$0
Patrick Hogle	Hogle Representative	0.3	Officer Director	$0	$0	$0
Saul Weissman	Treasurer	0.3	Officer Director	$0	$0	$0
Tiffini Sorcic	Vice Chair	0.3	Officer Director	$0	$0	$0
Amanda McKell	Director	0.3	Director	$0	$0	$0
Erin Taylor	Director	0.3	Director	$0	$0	$0
Heidi Miller	Director	0.3	Director	$0	$0	$0
Howard Parker	Director	0.3	Director	$0	$0	$0
Jeri Neese Pugh	Director	0.3	Director	$0	$0	$0
John Garfield	Director	0.3	Director	$0	$0	$0
Lance Squire	Director	0.3	Director	$0	$0	$0
Patrick Leary	Director	0.3	Director	$0	$0	$0
Paul Dougan	Director	0.3	Director	$0	$0	$0
Trudy Simmons	Director	0.3	Director	$0	$0	$0
Cheryl Rushton	VP of Finance & CFO	40.0	Officer	$174,697	$47,116	$221,813
Douglas Lund	President & CEO	40.0	Officer	$364,876	$86,128	$451,004
Daniel Smith	Director of Facilities	40.0	Highest	$122,599	$42,634	$165,233
Elizabeth Larsen	Vice President, Programs	40.0	Highest	$185,410	$32,671	$218,081
Erika Crook	Director of Animal Health	40.0	Highest	$131,004	$23,175	$154,179
Jeffrey Vanek	Director of Human Resources	40.0	Highest	$132,038	$41,244	$173,282
Kent Moyle	Director of Advancement	40.0	Highest	$132,562	$31,242	$163,804

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	$24,858,255	$23,225,723	$98,434,485	$1,632,532
2023	$24,557,487	$20,100,781	$98,189,522	$4,456,706
2022	$20,973,376	$16,845,881	$94,586,487	$4,127,495
2021	$30,780,650	$14,745,116	$84,814,073	$16,035,534
2020	$14,770,765	$14,985,365	$70,578,816	$-214,600
2019	$18,231,670	$17,899,090	$70,321,638	$332,580
2018	$17,733,363	$16,811,911	$69,371,017	$921,452

Utah Zoological Society