Civic Intelligence

Zoological Association of America I

EIN 84-1692486 • 501(c)3 • Punta Gorda, FL

Profile

See statement 1, schedule o

PO Box 511275Punta Gorda, FL 33951
Siviq Scores

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

Liabilities / Assets

54th percentile

0.02x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.02x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

31st percentile

-4.4%

Higher net margin than 31% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

30th percentile

-4.1%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

12%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$772,420

Down $71,130 (-8.4%) from 2022

Liabilities

Up

$13,736

Up $10,639 (+344%) from 2022

Net Assets

Down

$758,684

Down $81,769 (-9.7%) from 2022

Revenue

Up

$732,853

Up $10,963 (+1.5%) from 2022

Expenses

Up

$814,622

Up $258,461 (+46%) from 2022

Net Income

Down

-$81,769

Down $247,498 (-149%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $142,846Liabilities 2011: $0Net Assets 2011: $142,8462011Assets 2012: $258,958Liabilities 2012: $0Net Assets 2012: $258,9582012Assets 2013: $341,524Liabilities 2013: $0Net Assets 2013: $341,5242013Assets 2014: $444,958Liabilities 2014: $84Net Assets 2014: $444,8742014Assets 2015: $472,076Liabilities 2015: $82Net Assets 2015: $471,9942015Assets 2016: $353,544Liabilities 2016: $7,427Net Assets 2016: $346,1172016Assets 2017: $330,861Liabilities 2017: $7,361Net Assets 2017: $323,5002017Assets 2018: $378,371Liabilities 2018: $3,269Net Assets 2018: $375,1022018Assets 2019: $490,392Liabilities 2019: $3,325Net Assets 2019: $487,0672019Assets 2020: $471,309Liabilities 2020: $34,242Net Assets 2020: $437,0672020Assets 2021: $714,088Liabilities 2021: $39,364Net Assets 2021: $674,7242021Assets 2022: $843,550Liabilities 2022: $3,097Net Assets 2022: $840,4532022Assets 2023: $772,420Liabilities 2023: $13,736Net Assets 2023: $758,6842023

Highlighted filing

2023

Assets$772,420
Liabilities$13,736
Net Assets$758,684

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $116,472Expenses 2011: $47,317Net Income 2011: $69,1552011Revenue 2012: $202,773Expenses 2012: $86,661Net Income 2012: $116,1122012Revenue 2013: $227,161Expenses 2013: $153,340Net Income 2013: $73,8212013Revenue 2014: $360,860Expenses 2014: $239,854Net Income 2014: $121,0062014Revenue 2015: $338,625Expenses 2015: $311,505Net Income 2015: $27,1202015Revenue 2016: $251,856Expenses 2016: $377,733Net Income 2016: -$125,8772016Revenue 2017: $462,560Expenses 2017: $485,177Net Income 2017: -$22,6172017Revenue 2018: $516,444Expenses 2018: $465,228Net Income 2018: $51,2162018Revenue 2019: $568,693Expenses 2019: $456,728Net Income 2019: $111,9652019Revenue 2020: $190,728Expenses 2020: $240,728Net Income 2020: -$50,0002020Revenue 2021: $747,009Expenses 2021: $556,752Net Income 2021: $190,2572021Revenue 2022: $721,890Expenses 2022: $556,161Net Income 2022: $165,7292022Revenue 2023: $732,853Expenses 2023: $814,622Net Income 2023: -$81,7692023

Highlighted filing

2023

Revenue$732,853
Expenses$814,622
Net Income-$81,769

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.72$0.14$7.59$7.33$8.15$0.82
2022Summary only. Only limited summary data is available for this year.$8.44$0.03$8.40$7.22$5.56$1.66
2021Summary only. Only limited summary data is available for this year.$7.14$0.39$6.75$7.47$5.57$1.90
2020Summary only. Only limited summary data is available for this year.$4.71$0.34$4.37$1.91$2.41$0.50
2019Summary only. Only limited summary data is available for this year.$4.90$0.03$4.87$5.69$4.57$1.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.03$3.75$5.16$4.65$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.07$3.24$4.63$4.85$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.07$3.46$2.52$3.78$1.26
2015Summary only. Only limited summary data is available for this year.$4.72$0.00$4.72$3.39$3.12$0.27
2014Summary only. Only limited summary data is available for this year.$4.45$0.00$4.45$3.61$2.40$1.21
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$3.42$2.27$1.53$0.74
2012Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$2.03$0.87$1.16
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$1.16$0.47$0.69
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 6, 2019
Return Version
2018v3.1
Gross Receipts
$516,444
Mission and Program Overview

Mission

See statement 1, schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$329,661$378,270▲ $48,609
Savings and Temporary Cash Investments$1,200$101▼ $1,099
Total Assets$330,861$378,371▲ $47,510
Liabilities
Accounts Payable and Accrued Expenses$7,361$3,269▼ $4,092
Total Liabilities$7,361$3,269▼ $4,092
Net Assets / Fund Balance
Unrestricted Net Assets$323,500$375,102▲ $51,602
Total Net Assets Fund Balance$323,500$375,102▲ $51,602
Total Liabilities and Net Assets / Fund Balance$330,861$378,371▲ $47,510
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara BakerChairperson
Holly HuntVice-chair
Jim FoutsDirector
Judy DomaszekDirector
Marcia WoodardDirector
Michael FourakerDirector
Pat CondyDirector
Peter BrewerDirector
Vanessa RoerDirector
Eric TragerSecretary
Kayte HoganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$365,298
Program Service Revenue
$151,142
Investment Income
$4
Other Revenue
$0
All Other Contributions
$155,276
Change in Net Assets
$51,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$251,947
Salaries, Compensation, and Employee Benefits$174,381
Grants and Similar Amounts Paid$38,900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$150,000--$150,000
Fees for Services Lobbying-$70,724-$70,724
Fees for Services Other$68,400--$68,400
Other Expenses$44,319$9,608-$44,319
Grants to Domestic Orgs$38,900--$38,900
Office Expenses-$19,609-$19,609
Other Employee Benefits$12,906--$12,906
Travel$12,313--$12,313
Payroll Taxes$11,475--$11,475
Fees for Services Legal$10,000--$10,000
Advertising-$6,670-$6,670
Fees for Services Accounting$3,600--$3,600
Insurance$1,227--$1,227
Total Functional Expenses$358,617$106,611$0$465,228
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
International Rhino FoundationAzle, TX-Operations$15,000
International Elephant Foundation--Operations$14,000
Wildlife Conservation NetworkgrevyFort Worth, TX-Programs$3,000
Cheetah Conservation FundSan Francisco, CA, Tz-Operations$2,500
Wildlife Conservation NetworkSan Francisco, CA, Sf501 C3Programs$2,000
Dyer Island Conservation TrustAlexandria, VA, Gm-Operations$1,800
Black Footed Cat Working Group--Operations$1,000
Greater Mahale Ecosystem Research a--Operations$700
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The completed form 990 is presented to the governing body at the first meeting held after the completion of the documents. It is also made available in electronic form to all members who wish to review a copy in this manner.

Conflict of interest policy compliance Part VI line 12C

Annual conflict of interest disclosures are required.

Governing documents etc available to public Part VI line 19

Governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The annual 990 is also made available via www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Zoological Association of America I
EIN
84-1692486
Address
PO BOX 511275, PUNTA GORDA, FL 33951

Signing Officer

Name
Kayte Hogan
Title
Treasurer
Phone
9416212021
Signed
2019-09-06
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
35

Preparer

Firm
CPA Financial Advisor Inc
Address
2120 Kings Hwy Suite 220, Port Charlotte, FL 33980
Preparer
Eugene P Heitman II CPA CFP
Phone
9417436495
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

LEGISLATIVE EDUCATION

General explanation attachment

Statement 1our mission is to promote the responsible ownership, management, and propagation of animals in both private and public domains through professional standards in husbandry, animal care, safety, and ethics. This is accomplished by supporting and promoting education, establishing best practices for animal care, and providing financial assistance to wildlife conservancies. We provide accreditation to wildlife conservancies and conservation entities internationally.

Raw XML AppendixShowing 400 of 482 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/ProgramServiceRevenueGrp/Desc0CONFERENCES AND MEETING
IRS990/ProgramServiceRevenueGrp/Desc1ACCREDITATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2SITE INSPECTIONS
IRS990/ProgramServiceRevenueGrp/Desc3ANIMAL LISTING FEE
IRS990/ProgramServiceRevenueGrp/Desc4JOB BOARD LISTING
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IRS990/ProgSrvcAccomActy2Grp/Desc0ESTABLISHING AND MAINTAINING COOPERATIVE BREEDING PROGRAMS TO MAINTAIN A HEALTHY CAPTIVE POPULATION OF WILD ANIMALS THAT SERVES AS A GENETIC RESEVOIR; HELD MEETINGS AND CONFERENCES TO DISSEMINATE BEST PRACTICES FOR ALL ASPECTS OF ZOOLOGICAL MANAGEMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt044319
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED IN SITU CONSERVATION GRANTS FOR FIELD PROGRAMS SUPPORTING WILD ANIMALS AND THEIR HABITATS.
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IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1Txt0GEELBEK STREET
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1Txt1RIEHLER STR 173
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1Txt2KIJITONYAMA PLOT 45 BOX 60118
IRS990ScheduleI/RecipientTable/ForeignAddress/CityNm0VCAN DYKS BAY
IRS990ScheduleI/RecipientTable/ForeignAddress/CityNm1COLOGNE
IRS990ScheduleI/RecipientTable/ForeignAddress/CityNm2DAR ES SALAAM
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILDLIFE CONSERVATION NETWORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DYER ISLAND CONSERVATION TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHEETAH CONSERVATION FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WILDLIFE CONSERVATION NETWORKGREVY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4INTERNATIONAL RHINO FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5INTERNATIONAL ELEPHANT FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6BLACK FOOTED CAT WORKING GROUP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7GREATER MAHALE ECOSYSTEM RESEARCH A
IRS990ScheduleI/RecipientTable/RecipientEIN0300108469
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0209 MISSISSIPPI ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 2496
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 IS PRESENTED TO THE GOVERNING BODY AT THE FIRST MEETING HELD AFTER THE COMPLETION OF THE DOCUMENTS. IT IS ALSO MADE AVAILABLE IN ELECTRONIC FORM TO ALL MEMBERS WHO WISH TO REVIEW A COPY IN THIS MANNER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL 990 IS ALSO MADE AVAILABLE VIA WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEGISLATIVE EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STATEMENT 1OUR MISSION IS TO PROMOTE THE RESPONSIBLE OWNERSHIP, MANAGEMENT, AND PROPAGATION OF ANIMALS IN BOTH PRIVATE AND PUBLIC DOMAINS THROUGH PROFESSIONAL STANDARDS IN HUSBANDRY, ANIMAL CARE, SAFETY, AND ETHICS. THIS IS ACCOMPLISHED BY SUPPORTING AND PROMOTING EDUCATION, ESTABLISHING BEST PRACTICES FOR ANIMAL CARE, AND PROVIDING FINANCIAL ASSISTANCE TO WILDLIFE CONSERVANCIES. WE PROVIDE ACCREDITATION TO WILDLIFE CONSERVANCIES AND CONSERVATION ENTITIES INTERNATIONALLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
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