Civic Intelligence

Birmingham Zoo Inc.

EIN 62-1231591 • 501(c)3 • Birmingham, AL

Pub. 78 Eligible

View Organization Page

Profile

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.

2630 Cahaba RoadBirmingham, AL 35223

www.birminghamzoo.com

Siviq Scores

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

Liabilities / Assets

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.20x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

56th percentile

6.6%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

1.0%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-17%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$53,177,829

Up $526,267 (+1.0%) from 2023

Liabilities

Down

$2,906,153

Down $470,257 (-14%) from 2023

Net Assets

Up

$50,271,676

Up $996,524 (+2.0%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin56th percentile

Revenue

Down

$14,419,714

Down $2,854,070 (-17%) from 2023

Expenses

Up

$13,469,126

Up $385,029 (+2.9%) from 2023

Net Income

Down

$950,588

Down $3,239,099 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$60M$40M$20M$0Assets 2010: $34,455,588Liabilities 2010: $9,104,569Net Assets 2010: $25,351,0192010Assets 2011: $34,028,286Liabilities 2011: $8,723,881Net Assets 2011: $25,304,4052011Assets 2012: $33,262,959Liabilities 2012: $8,674,405Net Assets 2012: $24,588,5542012Assets 2013: $32,138,828Liabilities 2013: $7,955,183Net Assets 2013: $24,183,6452013Assets 2014: $34,769,630Liabilities 2014: $7,042,134Net Assets 2014: $27,727,4962014Assets 2015: $37,820,063Liabilities 2015: $7,867,599Net Assets 2015: $29,952,4642015Assets 2016: $37,304,735Liabilities 2016: $6,246,695Net Assets 2016: $31,058,0402016Assets 2017: $44,637,410Liabilities 2017: $6,381,076Net Assets 2017: $38,256,3342017Assets 2018: $44,667,002Liabilities 2018: $5,249,825Net Assets 2018: $39,417,1772018Assets 2019: $43,045,841Liabilities 2019: $3,459,887Net Assets 2019: $39,585,9542019Assets 2020: $41,750,720Liabilities 2020: $2,361,292Net Assets 2020: $39,389,4282020Assets 2021: $47,894,948Liabilities 2021: $2,485,121Net Assets 2021: $45,409,8272021Assets 2022: $48,199,187Liabilities 2022: $3,114,997Net Assets 2022: $45,084,1902022Assets 2023: $52,651,562Liabilities 2023: $3,376,410Net Assets 2023: $49,275,1522023Assets 2024: $53,177,829Liabilities 2024: $2,906,153Net Assets 2024: $50,271,6762024

Highlighted filing

2024

Assets$53,177,829
Liabilities$2,906,153
Net Assets$50,271,676
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,056,1142010Expenses 2011: $8,566,8202011Revenue 2012: $8,391,614Expenses 2012: $9,107,465Net Income 2012: -$715,8512012Revenue 2013: $8,932,428Expenses 2013: $9,337,337Net Income 2013: -$404,9092013Revenue 2014: $13,246,487Expenses 2014: $9,702,636Net Income 2014: $3,543,8512014Revenue 2015: $12,354,320Expenses 2015: $10,129,352Net Income 2015: $2,224,9682015Revenue 2016: $12,135,564Expenses 2016: $11,029,988Net Income 2016: $1,105,5762016Revenue 2017: $18,670,184Expenses 2017: $11,471,890Net Income 2017: $7,198,2942017Revenue 2018: $12,929,486Expenses 2018: $11,768,643Net Income 2018: $1,160,8432018Revenue 2019: $12,327,529Expenses 2019: $12,158,752Net Income 2019: $168,7772019Revenue 2020: $10,394,337Expenses 2020: $10,590,863Net Income 2020: -$196,5262020Revenue 2021: $17,281,079Expenses 2021: $11,283,604Net Income 2021: $5,997,4752021Revenue 2022: $11,921,574Expenses 2022: $12,241,042Net Income 2022: -$319,4682022Revenue 2023: $17,273,784Expenses 2023: $13,084,097Net Income 2023: $4,189,6872023Revenue 2024: $14,419,714Expenses 2024: $13,469,126Net Income 2024: $950,5882024

Highlighted filing

2024

Revenue$14,419,714
Expenses$13,469,126
Net Income$950,588
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,177,829
Liabilities
$2,906,153
Net assets
$50,271,676
Revenue
$14,419,714
Expenses
$13,469,126
Net income
$950,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.2$2.91$50.3$14.4$13.5$0.95
2023Detailed filing. Detailed filing data is available for this year.$52.7$3.38$49.3$17.3$13.1$4.19
2022Detailed filing. Detailed filing data is available for this year.$48.2$3.11$45.1$11.9$12.2$0.32
2021Detailed filing. Detailed filing data is available for this year.$47.9$2.49$45.4$17.3$11.3$6.00
2020Detailed filing. Detailed filing data is available for this year.$41.8$2.36$39.4$10.4$10.6$0.20
2019Detailed filing. Detailed filing data is available for this year.$43.0$3.46$39.6$12.3$12.2$0.17
2018Detailed filing. Detailed filing data is available for this year.$44.7$5.25$39.4$12.9$11.8$1.16
2017Detailed filing. Detailed filing data is available for this year.$44.6$6.38$38.3$18.7$11.5$7.20
2016Detailed filing. Detailed filing data is available for this year.$37.3$6.25$31.1$12.1$11.0$1.11
2015Detailed filing. Detailed filing data is available for this year.$37.8$7.87$30.0$12.4$10.1$2.22
2014Detailed filing. Detailed filing data is available for this year.$34.8$7.04$27.7$13.2$9.70$3.54
2013Detailed filing. Detailed filing data is available for this year.$32.1$7.96$24.2$8.93$9.34$0.40
2012Summary only. Only limited summary data is available for this year.$33.3$8.67$24.6$8.39$9.11$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$8.72$25.3$8.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$9.10$25.4$7.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$14,756,398
Mission and Program Overview

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 to sponsor educational activities for the community.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$34,654,879$38,242,089▲ $3,587,210
Savings and Temporary Cash Investments$13,429,929$10,805,161▼ $2,624,768
Cash and Non-Interest-Bearing Accounts$2,153,994$2,267,227▲ $113,233
Pledges and Grants Receivable$1,427,995$883,208▼ $544,787
Accounts Receivable$660,979$797,625▲ $136,646
Prepaid Expenses and Deferred Charges$251,504$113,775▼ $137,729
Inventories for Sale or Use$3,393$1,427▼ $1,966
Total Assets$52,651,562$53,177,829▲ $526,267
Other Assets Total$68,889$67,317▼ $1,572
Liabilities
Accounts Payable and Accrued Expenses$1,500,340$1,460,724▼ $39,616
Deferred Revenue$1,805,579$1,402,903▼ $402,676
Other Liabilities$70,491$42,526▼ $27,965
Total Liabilities$3,376,410$2,906,153▼ $470,257
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,722,641$42,029,576▲ $3,306,935
Net Assets With Donor Restrictions$10,552,511$8,242,100▼ $2,310,411
Total Net Assets Fund Balance$49,275,152$50,271,676▲ $996,524
Total Liabilities and Net Assets / Fund Balance$52,651,562$53,177,829▲ $526,267

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,900,361$24,582,382$36,482,743
Land$19,794,555-$19,794,555
Equipment$1,300,546$4,453,820$5,754,366
Other Land Buildings$5,246,627-$5,246,627

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$282,029-▲ $287$25,657$256,659
2023$306,101-▲ $315$24,387$282,029
2022$337,911-▲ $159$31,970$306,101
2021$347,019-▲ $861$9,969$337,911
2020$277,374$100,250▲ $21,311$51,816$347,019
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris PfefferkornPresident & CEOFT$250,080$64,806$314,886
Margaret WhitmanCFOFT$171,275$1,738$173,013
Holllie ColahanDeputy DirectorFT$150,645$345$150,990
Leigh Laser CollinsVP of DevelopmentFT$101,046-$101,046

Board Members and Trustees

NameTitle
Thomas E SissonChair
Nancy Collat GoedeckeImmediate Past Chair
Caroline WalkerJr. Board President
Lee McKinneyVice Chair
Alexia BordenMember
Bing EdwardsMember
Chase WrightMember
Chaz MitchellMember
Crystal Funn WitherspoonMember
Daagye HendricksMember
Daron Drew-JelksMember
David FaulknerMember
Dawn Rock-TrembleMember
Emily Wood Bowron ForehandMember
Jack DarnallMember
Jerry Perkins JrMember
Matt LydenMember
Philippe LathropMember
Randall JordanMember
Robert AlandMember
Selena Rodger DickersonMember
Tim Hennessy JrMember
Wally NallMember
Mary Pat LawrenceSecretary
Austin DavisTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Rives ConstructionConstruction5200 Grantswood Rd, Birmingham, AL 35210$2,231,998
Univ of AlabamaConstructionPO BOX 870135, Tuscaloosa, AL 35487$572,097
Hanart Culture LLCHoliday Light Show433 Plaza Real Suite 275, Boca Raton, FL 33432$395,263
Thermeq CompanyConstruction1070 Disher Drive, Waterville, OH 43566$270,386
Chance Rides Manufacturing IncConstructionPO Box 12328, Wichita, KS 67277$246,658
Revenue and Support

Revenue Composition

Contributions and Grants
$7,989,938
Program Service Revenue
$5,544,330
Investment Income
$590,098
Other Revenue
$295,348
All Other Contributions
$4,164,456
Change in Net Assets
$950,588

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table235$105,837Fair Market Value (FMV)
Other Non Cash Contri Table3$25,470Fair Market Value (FMV)
Other Non Cash Contri Table15$20,383Fair Market Value (FMV)
Other Non Cash Contri Table2$350Fair Market Value (FMV)
Other Non Cash Contri Table1$285Fair Market Value (FMV)
Total Noncash Contributions256$152,325-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,419,714
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$559,813
Total Revenue per Audited Statements
$14,979,527
Total Revenue per Form 990
$14,419,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,977,798
Salaries, Compensation, and Employee Benefits$6,491,328
Total Fundraising Expense$655,349
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,541,187$218,929$371,867$5,131,983
Depreciation Depletion$2,235,756--$2,235,756
Occupancy$1,034,064$17,557$16,987$1,068,608
All Other Expenses$419,571$50,776$18,185$488,532
Current Officers, Directors, Trustees, and Key Employees$431,732$20,814$35,354$487,900
Fees for Services Other$477,551$2,675$3,640$483,866
Other Employee Benefits$428,054$27,594$17,603$473,251
Payroll Taxes$343,845$16,577$28,157$388,579
Insurance$339,834$5,255$5,255$350,344
Information Technology$92,026$7,668$94,098$193,792
Office Expenses$116,967$24,489$50,100$191,556
Other Expenses$156,121$7,091$3,381$166,593
Travel$21,814$8,243$9,093$39,150
Advertising$28,402-$932$29,334
Fees for Services Accounting$285$26,019-$26,304
Pension Plan Contributions$8,508$410$697$9,615
Interest-$2,557-$2,557
Total Functional Expenses$12,119,831$693,946$655,349$13,469,126

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,983,003
Expenses per Audited Statements$13,469,126
Total Expenses per Form 990$13,469,126
Expenses Not Reported on Form 990$513,877
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$419,613
Fundraising Direct Expenses$316,858
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Zoo Gala$865,796$274,622$21,605$253,017
Tails in the Trails$177,378$144,991$148,352$-3,361
Total Events$1,043,174$419,613$316,858$102,755
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Liabilities$42,526
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Tim Henessy, Jr. - Concept Associates, purchase of uniforms; Emily Wood Bowron Forehand - Red Diamond Coffee, puchase of coffee and tea at F&B locations; Monica Graveline - Alabama Power, utility provider; Randall Jordan - Bryant Bank account; Chase Wright - Spire Energy, utily provider; Chaz Mitchell - City of Birmingham, Lessor of facility”

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

“CFO reviews a draft of the organization's form 990 before filing.”

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

“Review and renew statements annually regarding any conflicts of interest.”

Form 990, Part VI, Section B, line 15A

“Through board approval.”

Form 990, Part VI, Section C, line 19

“Disclosure made available through written request and the website for nonprofit reporting www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Birmingham Zoo Inc
EIN
62-1231591
Phone
2058790409
Address
2630 Cahaba Road, Birmingham, AL 35223

Signing Officer

Name
Margaret Whitman
Title
CFO
Phone
2058790409
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Whitman
Formed
1999
Legal Domicile
Al
Voting Board Members
25
Independent Board Members
25
Employees
210
Volunteers
276

Preparer

Firm
Aprio Advisory Group LLC
Address
1200 Corporate Dr Suite 200, Birmingham, AL 35242
Preparer
Stacy Cullen
Phone
2059915506
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The organization has not changed any processes from the prior year.”

Financial Statement Notes

Part V, Line 4:

“The John D. Elmore Endowment of $10,000 is a permanent endowment with the earnings to be used to fund the Zoo's operations. The Eleanor Miller Endowment of $13,000 is a permanent endowment established with the intent for the income to be used to help feed the giraffes. The Phyllaris Fund PICA Endowment of $250,000 provides funding for the Birmingham Zoo's Passion into Conservation Action (PICA) program for a minimum of ten years. This program allows empoyees to complete conservation research projects that support the Zoo's conservation initiatives.”

Part X, Line 2:

“BZI qualifies as a not-for-profit organization under Section 501(c)(3) of the Internal Revenue Code and similar Alabama law and is not subject to income taxes. BZI has adopted accounting standards relating to uncertainty of income tax positions. As a result of this adoption management assessed whether there were any uncertain tax positions that may give rise to income tax liabilities and determined that there were no such matters requiring recognition in the accompanying financial statements. BZI files Form 990 in the U.S. federal jurisdiction. BZI is no longer subject to U.S. federal, state and local, or non-U.S. income tax examinations for years before 2020.”

Part XI, Line 2D - Other Adjustments:

“Fundraising expenses netted against revenue 468,547.”

Part XII, Line 2D - Other Adjustments:

“Fundraising expenses netted against revenue 468,547.”

Raw XML AppendixShowing 400 of 882 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.

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IRS990/Desc0Management of facility operations of the Birmingham Zoo, sponsorship of educational, environmental, and conservation programs, and promotion of the zoo and animal and horticultural life through exhibits, programs and activities, enlightening visitors about the plight of endangered animals and the support needed for global wildlife conservation efforts. The Birmingham Zoo is accredited by the association of zoos and aquariums, relationship with the Birmingham chapter of the American Association of Zoo Keepers, this partnership furthers conservation awareness and the education and appreciation for animal care specifically, the organization helps maintain the species survival programs - a worldwide cooperative breeding and conservation program.
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