Civic Intelligence

Zoological Society of Milwaukee County Endowment Tr

EIN 39-6795665 • 501(c)3 • Milwaukee, WI

Profile

To provide support & funding for the mission of the zoological society of milwaukee & the milwaukee county zoo.

10005 W Bluemound RdMilwaukee, WI 53226

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.5%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$12,741,147

Up $999,086 (+8.5%) from 2023

Liabilities

Down

$0

Down $6,527 (-100%) from 2023

Net Assets

Up

$12,741,147

Up $1,005,613 (+8.6%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin89th percentile

Revenue

Down

$720,525

Down $1,173,191 (-62%) from 2023

Expenses

Down

$368,714

Down $70,633 (-16%) from 2023

Net Income

Down

$351,811

Down $1,102,558 (-76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $6,188,288Liabilities 2011: $69,948Net Assets 2011: $6,118,3402011Assets 2012: $7,305,778Liabilities 2012: $114,102Net Assets 2012: $7,191,6762012Assets 2013: $7,889,471Liabilities 2013: $133,857Net Assets 2013: $7,755,6142013Assets 2014: $8,654,858Liabilities 2014: $107,626Net Assets 2014: $8,547,2322014Assets 2015: $8,684,804Liabilities 2015: $110,043Net Assets 2015: $8,574,7612015Assets 2016: $10,626,200Liabilities 2016: $1,407,693Net Assets 2016: $9,218,5072016Assets 2017: $19,384,655Liabilities 2017: $8,227,844Net Assets 2017: $11,156,8112017Assets 2018: $21,980,372Liabilities 2018: $9,920,150Net Assets 2018: $12,060,2222018Assets 2019: $10,336,187Liabilities 2019: $127,317Net Assets 2019: $10,208,8702019Assets 2020: $10,165,650Liabilities 2020: $161,550Net Assets 2020: $10,004,1002020Assets 2021: $11,319,059Liabilities 2021: $204,790Net Assets 2021: $11,114,2692021Assets 2022: $9,956,271Liabilities 2022: $0Net Assets 2022: $9,956,2712022Assets 2023: $11,742,061Liabilities 2023: $6,527Net Assets 2023: $11,735,5342023Assets 2024: $12,741,147Liabilities 2024: $0Net Assets 2024: $12,741,1472024

Highlighted filing

2024

Assets$12,741,147
Liabilities$0
Net Assets$12,741,147
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,162,576Expenses 2011: $269,292Net Income 2011: $893,2842011Expenses 2012: $445,8842012Revenue 2013: $676,003Expenses 2013: $555,597Net Income 2013: $120,4062013Revenue 2014: $1,274,221Expenses 2014: $597,790Net Income 2014: $676,4312014Revenue 2015: $1,117,613Expenses 2015: $641,411Net Income 2015: $476,2022015Revenue 2016: $919,432Expenses 2016: $690,396Net Income 2016: $229,0362016Revenue 2017: $2,632,693Expenses 2017: $631,941Net Income 2017: $2,000,7522017Revenue 2018: $1,413,224Expenses 2018: $723,956Net Income 2018: $689,2682018Revenue 2019: $1,396,543Expenses 2019: $3,230,494Net Income 2019: -$1,833,9512019Revenue 2020: $627,640Expenses 2020: $870,789Net Income 2020: -$243,1492020Revenue 2021: $780,442Expenses 2021: $483,450Net Income 2021: $296,9922021Revenue 2022: $544,316Expenses 2022: $207,030Net Income 2022: $337,2862022Revenue 2023: $1,893,716Expenses 2023: $439,347Net Income 2023: $1,454,3692023Revenue 2024: $720,525Expenses 2024: $368,714Net Income 2024: $351,8112024

Highlighted filing

2024

Revenue$720,525
Expenses$368,714
Net Income$351,811
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,741,147
Liabilities
$0
Net assets
$12,741,147
Revenue
$720,525
Expenses
$368,714
Net income
$351,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.00$12.7$0.72$0.37$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.01$11.7$1.89$0.44$1.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.96$0.00$9.96$0.54$0.21$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.20$11.1$0.78$0.48$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.16$10.0$0.63$0.87$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.13$10.2$1.40$3.23$1.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$9.92$12.1$1.41$0.72$0.69
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$8.23$11.2$2.63$0.63$2.00
2016Detailed filing. Detailed filing data is available for this year.$10.6$1.41$9.22$0.92$0.69$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.11$8.57$1.12$0.64$0.48
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.65$0.11$8.55$1.27$0.60$0.68
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.89$0.13$7.76$0.68$0.56$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.31$0.11$7.19$0.45
2011Summary only. Only limited summary data is available for this year.$6.19$0.07$6.12$1.16$0.27$0.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$3,982,008
Mission and Program Overview

Mission

To provide support & funding for the mission of the zoological society of milwaukee & the milwaukee county zoo.

To provide support & funding for the mission of the zoological society of milwaukee

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,645,638$12,628,763▲ $983,125
Pledges and Grants Receivable$95,238$100,000▲ $4,762
Prepaid Expenses and Deferred Charges$1,185$1,185→ $0
Total Assets$11,742,061$12,741,147▲ $999,086
Other Assets Total$0$11,199▲ $11,199
Liabilities
Other Liabilities$6,527$0▼ $6,527
Total Liabilities$6,527$0▼ $6,527
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,507,732$9,252,815▲ $745,083
Net Assets Without Donor Restrictions$3,227,802$3,488,332▲ $260,530
Total Net Assets Fund Balance$11,735,534$12,741,147▲ $1,005,613
Total Liabilities and Net Assets / Fund Balance$11,742,061$12,741,147▲ $999,086

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$11,302,592$117,655▲ $1,163,153$279,900$12,247,342
2023$9,570,184$799,997▲ $1,351,208$361,592$11,302,592
2022$8,909,916$346,697▲ $453,531$125,122$9,570,184
2021$10,560,532$378,555▼ $1,813,543$186,898$8,909,916
2020$9,436,578$164,174▲ $1,347,324$334,657$10,560,532
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Barry SattellChairman
Dave StrelitzTrustee
Joe FrohnaTrustee
Karen Peck KatzTrustee
Michael GrebeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$117,655
Program Service Revenue
$0
Investment Income
$602,870
Other Revenue
$0
All Other Contributions
$117,655
Change in Net Assets
$351,811

Audited Revenue Reconciliation

Revenue per Audited Statements
$661,505
Revenue Not Reported on Financial Statements
$59,020
Revenue Not Reported on Form 990
$622,688
Total Revenue per Audited Statements
$1,284,193
Total Revenue per Form 990
$720,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$299,729
Other Expenses$68,985
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$299,729--$299,729
Fees for Service Investment Mgmnt Fees-$59,020-$59,020
Fees for Services Accounting-$9,900-$9,900
Information Technology-$65-$65
Total Functional Expenses$299,729$68,985$0$368,714

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$368,714
Expenses per Audited Statements$309,694
Total Expenses per Audited Statements$309,694
Expenses Not Reported on Financial Statements$59,020
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Zoological Society of MilwaukeeMilwaukee, WI501(c)(3)To Support the Mission of the Zoological Society of Milwaukee$299,729
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The trust does not have committees.”

Form 990, Part VI, Section B, Line 11B

“The trustees meet to review and approve a draft version of the 990 prior to being filed.”

Form 990, Part VI, Section B, Line 12C

“Trustees must disclose all conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The trust makes their governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Zoological Society of Milwaukee
EIN
39-6795665
Phone
4142582333
Address
10005 W BLUEMOUND RD, MILWAUKEE, WI 53226

Signing Officer

Name
Barry Sattell
Title
Chairman
Phone
4147080001
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry Sattell
Formed
2007
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
9

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Carrie Gindt
Phone
4142717800
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

“The process has not changed from prior year”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are to be used to provide support and funding for the mission of the zoological society of milwaukee and the milwaukee county zoo.”

PART X, LINE 2:

“Zsmet is exempt from federal and state income taxes on related exempt-function income under section 501(c)(3) of the internal revenue code and has been classified as other than a private foundation. Zsmet does not consider any of its support and revenues to be unrelated business income and accordingly, no provision for income taxes has been provided in the accompanying financial statements. Zsmet has implemented accounting for uncertainty in income taxes in accordance with gaap. This standard describes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various related matters such as derecognizing, interest, penalties and disclosure required. Management of zsmet evaluates the uncertain tax positions taken, if any, and consults with outside counsel as deemed necessary. Zsmet recognizes interest and penalties, if any, related to unrecognized tax liabilities in income tax expense. Management does not believe there are any uncertain tax positions.”

Raw XML AppendixShowing 400 of 439 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt0117655
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/PhoneNum04142582333
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010005 W BLUE MOUND ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053226
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0117655
IRS990/CYGrantsAndSimilarPaidAmt0299729
IRS990/CYInvestmentIncomeAmt0602870
IRS990/CYOtherExpensesAmt068985
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0351811
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0368714
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt08507732
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt09252815
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0299729
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09900
IRS990/FeesForServicesAccountingGrp/TotalAmt09900
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt059020
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt059020
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL GREBE
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN PECK KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm2JOE FROHNA
IRS990/Form990PartVIISectionAGrp/PersonNm3BARRY SATTELL
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE STRELITZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0299729
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0299729
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03580575
IRS990/GrossReceiptsAmt03982008
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0283778
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IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396795665
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0299729
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ZOOLOGICAL SOCIETY OF MILWAUKEE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0299729
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.28482
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt056158
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011302592
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0117655
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012247342
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01163153
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0279900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt057205
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09570184
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0799997
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011302592
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01351208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0361592
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt014838
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08909916
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0346697
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09570184
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0453531
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0125122
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt028730
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010560532
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0378555
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08909916
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1813543
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0186898
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt052887
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09436578
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0164174
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010560532
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01347324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0334657
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt059020
IRS990ScheduleD/ExpensesSubtotalAmt0309694
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt059020
IRS990ScheduleD/InvestmentExpensesNotIncldAmt059020
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0622688
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.35026
IRS990ScheduleD/RevenueNotReportedAmt0622688
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt059020
IRS990ScheduleD/RevenueSubtotalAmt0661505
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE TO BE USED TO PROVIDE SUPPORT AND FUNDING FOR THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE AND THE MILWAUKEE COUNTY ZOO.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ZSMET IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED EXEMPT-FUNCTION INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. ZSMET DOES NOT CONSIDER ANY OF ITS SUPPORT AND REVENUES TO BE UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. ZSMET HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH GAAP. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF ZSMET EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. ZSMET RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. MANAGEMENT DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.36492
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0368714
IRS990ScheduleD/TotalRevenuePerForm990Amt0720525
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01284193
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0309694
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0299729
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ZOOLOGICAL SOCIETY OF MILWAUKEE
IRS990ScheduleI/RecipientTable/RecipientEIN0396795665
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010005 W BLUE MOUND ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053226
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES MEET TO REVIEW AND APPROVE A DRAFT VERSION OF THE 990 PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES MUST DISCLOSE ALL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ZOOLOGICAL SOCIETY OF MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396795665
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SUPPORT & FUNDING FOR THE ZOOLOGICAL SOCIETY OF MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010005 W BLUE MOUND ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053226
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0299729
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt10
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ZOOLOGICAL SOCIETY OF MILWAUKEE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ZOOLOGICAL SOCIETY OF MILWAUKEE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2ZOOLOGICAL SOCIETY OF MILWAUKEE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011742061
IRS990/TotalAssetsEOYAmt012741147
IRS990/TotalAssetsGrp/BOYAmt011742061
IRS990/TotalAssetsGrp/EOYAmt012741147
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0117655
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068985
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0299729
IRS990/TotalFunctionalExpensesGrp/TotalAmt0368714
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06527
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt06527
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011735534
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012741147
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0299729
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0602870
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0720525
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011742061
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012741147
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X

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