THE OREGON ZOO FOUNDATION (EIN 930718337) - 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

1978

Legal Domicile

Principal Officer

KRISTINE CALDICOTT

Phone

5032202493

Tax Period

2024-07-01 to 2025-06-30

THE OREGON ZOO FOUNDATION, founded in 1978, is a mid-sized nonprofit in the Animal-Related sector that reported $10.7M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Net assets of $22.7M represent 25 months of operating reserves.

Mission

TO FOSTER COMMUNITY PRIDE AND INVOLVEMENT IN THE OREGON ZOO AND TO SECURE FINANCIAL SUPPORT FOR THE ZOO'S CONSERVATION, EDUCATION AND ANIMAL WELL-BEING PROGRAMS.

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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 $10,043,623

Program Service Revenue $0

Investment Income $673,787

Other Revenue $0

TOTAL REVENUE $10,717,410

Expense Breakdown

Grants Paid $7,382,108

Salaries & Benefits $2,218,385

Fundraising Expenses $1,447,916

Program Expenses $8,347,765

Other Expenses $970,445

TOTAL EXPENSES $10,570,938

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,717,410	$12,384,812	-0.1%
Expenses	$10,570,938	$12,662,076	-0.2%
Net Income	$146,472	$-277,264	-1.5%

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

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

$430,474

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOPE ALABI	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA BOBADILLA-LAURELES	TRUSTEE	1.00	Director	$0	$0	$0
LAURIE CHRISTENSEN	TRUSTEE	1.00	Director	$0	$0	$0
CHERYL HAMMOND	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN HANNA	TRUSTEE	1.00	Director	$0	$0	$0
NINA HARRINGTON	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN HARTNETT	TRUSTEE	1.00	Director	$0	$0	$0
ALLEGRA HODGES	SECRETARY	1.00	Director	$0	$0	$0
JEREMY HORNER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HULL	TRUSTEE	1.00	Director	$0	$0	$0
TYLER JAMES	TRUSTEE	1.00	Director	$0	$0	$0
JOSEF KIESENHOFER	TRUSTEE	1.00	Director	$0	$0	$0
ALLEN KIM	TRUSTEE	1.00	Director	$0	$0	$0
NIELS MARQUARDT	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
AMBER NYSSEN	TRUSTEE	1.00	Director	$0	$0	$0
RON PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
HANNAH SMITH	TRUSTEE	1.00	Director	$0	$0	$0
NANCY JO VISENBERG	TRUSTEE	1.00	Director	$0	$0	$0
DOUG WADE	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA WEGNER	TRUSTEE	1.00	Director	$0	$0	$0
CHELSEA WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
YANG YANG	TRUSTEE	1.00	Director	$0	$0	$0
GINA ZEJDLIK	TRUSTEE	1.00	Director	$0	$0	$0
MELANIE BILLINGS-YUN	VICE CHAIR	1.00	Director	$0	$0	$0
CHARISSA ANDERSON	VICE CHAIR	1.00	Director	$0	$0	$0
KIM OVERHAGE	IMMEDIATE PAST CHAIR	2.00	Director	$0	$0	$0
LANCE INOUYE	TREASURER	1.00	Director	$0	$0	$0
SHARLA SETTLEMIER	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$71,960	$260	$72,220
KRISTINE CALDICOTT	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Officer	$130,243	$27,614	$157,857
JENNIFER RIDER	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$195,045	$5,352	$200,397
CHRISTINE ALEXANDER	DIRECTOR OF MEMBERSHIP	40.00	Highest	$123,109	$18,045	$141,154
MARIA REYES	DIRECTOR OF DEVELOPMENT	40.00	Highest	$132,398	$9,791	$142,189

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
2025	$10,717,410	$10,570,938	$26,587,508	$146,472
2024	$12,384,812	$12,662,076	$24,547,388	$-277,264
2023	$11,669,777	$9,933,651	$22,916,974	$1,736,126
2022	$10,046,812	$8,045,714	$18,846,642	$2,001,098
2021	$8,440,344	$9,155,585	$19,530,543	$-715,241
2020	$9,034,434	$10,323,506	$20,110,161	$-1,289,072
2019	$8,996,307	$7,146,359	$18,952,850	$1,849,948

THE OREGON ZOO FOUNDATION