Civic Intelligence

Henry L Heymann Wildlife Preservation

EIN 87-1701363 • 501(c)3 • Bronx, NY

Profile

Operate exclusively for the benefit of, to perform the functions of, or to carry out the purposes of, the wildlife conservation society and the international primate protection league.

2300 Southern BoulevardBronx, NY 10640

n/A

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

94th percentile

$1,104,390

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 35.3% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

35th percentile

1.4%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

4.4%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$48,796,350

Up $665,665 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$48,796,350

Up $665,665 (+1.4%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin5th percentile

Revenue

Up

$3,125,703

Up $132,086 (+4.4%) from 2023

Expenses

Up

$4,816,230

Up $4,502,447 (+1435%) from 2023

Net Income

Down

-$1,690,527

Down $4,370,361 (-163%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$60M$40M$20M$0Assets 2022: $46,648,893Liabilities 2022: $0Net Assets 2022: $46,648,8932022Assets 2023: $48,130,685Liabilities 2023: $0Net Assets 2023: $48,130,6852023Assets 2024: $48,796,350Liabilities 2024: $0Net Assets 2024: $48,796,3502024

Highlighted filing

2024

Assets$48,796,350
Liabilities$0
Net Assets$48,796,350
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $930,441Expenses 2022: $357,614Net Income 2022: $572,8272022Revenue 2023: $2,993,617Expenses 2023: $313,783Net Income 2023: $2,679,8342023Revenue 2024: $3,125,703Expenses 2024: $4,816,230Net Income 2024: -$1,690,5272024

Highlighted filing

2024

Revenue$3,125,703
Expenses$4,816,230
Net Income-$1,690,527
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
$48,796,350
Liabilities
$0
Net assets
$48,796,350
Revenue
$3,125,703
Expenses
$4,816,230
Net income
-$1,690,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.8$0.00$48.8$3.13$4.82$1.69
2023Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$2.99$0.31$2.68
2022Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$0.93$0.36$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$28,431,818
Mission and Program Overview

Mission

Operate exclusively for the benefit of, to perform the functions of, or to carry out the purposes of, the wildlife conservation society and the international primate protection league.

Support wildlife conservation society and the international primate protection league

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$48,130,685$48,796,350▲ $665,665
Investments in Publicly Traded Securities$46,422,794$38,072,302▼ $8,350,492
Savings and Temporary Cash Investments$1,707,891$10,724,048▲ $9,016,157
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$48,130,685$48,796,350▲ $665,665
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,130,685$48,796,350▲ $665,665
Total Liabilities and Net Assets / Fund Balance$48,130,685$48,796,350▲ $665,665

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$48,130,685$1,000,000▲ $4,481,895-$48,796,350
2023$46,648,893$1,500,000▲ $295,575-$48,130,685
2022$45,899,257$6,846▲ $1,100,404-$46,648,893
2021$0$46,785,133▼ $620,418-$45,899,257
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Frances Spivy-weberDirector
Ruth NorrisDirector
Laura StolzenthalerDirector & Treasurer (beg. 4/8)
Christopher J MckenzieSecretary & Director
Robert MenziTreas (end 4/7), Dir, Pres (beg 4/8)

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan StanleyInvestment Management1775 I STREET NW SUITE 200, Washington, DC 20006$205,095
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000,000
Program Service Revenue
$0
Investment Income
$2,125,703
Other Revenue
$0
All Other Contributions
$1,000,000
Change in Net Assets
$-1,690,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,577,157
Other Expenses$239,073
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,577,157--$4,577,157
Fees for Service Investment Mgmnt Fees-$205,095-$205,095
Fees for Services Legal-$18,248-$18,248
Fees for Services Accounting-$15,620-$15,620
Fees for Services Other-$110-$110
Total Functional Expenses$4,577,157$239,073$0$4,816,230
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wildlife Conservation SocietyBronx, NY501(c)(3)General Operating$4,577,157
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
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
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 6

“Organization members per the organization's bylaws, the corporation shall have one class of voting members (the "members") within the meaning of the general corporation law, and the initial member shall be wcs.”

Form 990, Part VI, Section A, Line 7A

“Organization member powers per the organization's bylaws, wcs has the power to fill board vacancies. Wcs also has the power to remove a majority of directors at any time, with or without cause.”

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

“Form 990 review the form 990 is prepared by external tax advisors. Prior to filing, the form 990 is reviewed by the officers and directors of the henry l heymann wildlife preservation foundation.”

Form 990, Part VI, Section B, Line 15

“Compensation process robert menzi, foundation president & director; christopher j. Mckenzie, foundation officer & director; and laura stolzenthaler, foundation officer & director, were employed by wcs, a related organization, in 2024. Wcs has compensation setting policies and procedures in place for each individual which meet the rebuttable presumption of reasonableness.”

Form 990, Part VI, Section C, Line 19

“Document disclosure the form 990 is made available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Henry L Heymann Wildlife Preservation
EIN
87-1701363
Phone
2026625493
Address
2300 SOUTHERN BOULEVARD, BRONX, NY 10640

Signing Officer

Name
Laura Stolzenthaler
Title
Treasurer & Director
Phone
2026625493
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Stolzenthaler
Formed
2021
Legal Domicile
De
Voting Board Members
5
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Kpmg Llp
Address
345 PARK AVENUE, NEW YORK, NY 10154-0102
Preparer
Devin L Duncan
Phone
2127589700
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Use of endowment funds the organization intends to use funds to support wcs and ippl.”

PART X, LINE 2:

“Uncertain tax positions the foundation recognizes the benefit of tax positions when it is more-likely than-not that the position will be sustainable based on the merits of the position. There are certain transactions which could be deemed unrelated business income and would result in a tax liability. Management reviews transactions to estimate the potential tax liabilities using a threshold of more-likely than-not of being sustained. It is management's estimation that there are no material tax liabilities that need to be recorded.”

Raw XML AppendixShowing 400 of 511 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0USE OF ENDOWMENT FUNDS THE ORGANIZATION INTENDS TO USE FUNDS TO SUPPORT WCS AND IPPL.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNCERTAIN TAX POSITIONS THE FOUNDATION RECOGNIZES THE BENEFIT OF TAX POSITIONS WHEN IT IS MORE-LIKELY THAN-NOT THAT THE POSITION WILL BE SUSTAINABLE BASED ON THE MERITS OF THE POSITION. THERE ARE CERTAIN TRANSACTIONS WHICH COULD BE DEEMED UNRELATED BUSINESS INCOME AND WOULD RESULT IN A TAX LIABILITY. MANAGEMENT REVIEWS TRANSACTIONS TO ESTIMATE THE POTENTIAL TAX LIABILITIES USING A THRESHOLD OF MORE-LIKELY THAN-NOT OF BEING SUSTAINED. IT IS MANAGEMENT'S ESTIMATION THAT THERE ARE NO MATERIAL TAX LIABILITIES THAT NEED TO BE RECORDED.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT MENZI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CHRISTOPHER J MCKENZIE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2LAURA STOLZENTHALER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREAS (END 4/7), DIR, PRES (BEG 4/8)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY & DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DIRECTOR & TREASURER (BEG. 4/8)
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0HOUSING ALLOWANCE FOUNDATION PRESIDENT & DIRECTOR ROBERT MENZI RECEIVES A TAXABLE HOUSING ALLOWANCE WHICH IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III).
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN FOUNDATION PRESIDENT & DIRECTOR ROBERT MENZI AND FOUNDATION DIRECTORS CHRISTOPHER J. MCKENZIE AND LAURA STOLZENTHALER WERE EMPLOYEED BY WCS, A RELATED ORGANIZATION, IN 2024. WCS HAS ESTABLISHED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS TO PROVIDE RETIREMENT BENEFITS TO EXECUTIVES WHICH WOULD OTHERWISE BE LOST DUE TO STATUTORY LIMITATIONS AND FOR THE PURPOSE OF RETAINING TALENT. FOR RETENTION PURPOSES, THESE PLANS ARE PAYABLE ON VARIOUS PRE-DETERMINED VESTING DATES SET FOR EACH PARTICIPANT. PAYMENT IS SUBJECT TO THE ACHIEVEMENT OF CERTAIN SERVICE REQUIREMENTS PROVIDED THAT THE INDIVIDUAL IS EMPLOYED BY WCS THROUGH THE VESTING DATE OR IN CERTAIN OTHER LIMITED CIRCUMSTANCES. ANY PAYMENTS FOR COMPENSATION UNDER MULTI-YEAR SUPPLEMENTAL NON-QUALIFIED COMPENSATION PLANS WHICH VESTED ARE REPORTED IN COLUMN (B)(III). THESE PAYMENTS WERE REPORTED AS TAXABLE INCOME ON THE EMPLOYEE'S W-2 FOR 2024. FOR ROBERT MENZI, THE PAYMENT WAS $111,398 OF WHICH $111,398 WAS REPORTED IN PRIOR YEARS. FURTHER, THE ESTIMATED ACCRUALS NOT YET VESTED ARE A COMPONENT OF DEFERRED COMPENSATION REPORTED IN COLUMN (C). FOR ROBERT MENZI, THE 2024 DEFERRED AMOUNT WAS $151,436. THE DEFERRED AMOUNT FOR CHRISTOPHER J. MCKENZIE WAS $3,740. THE DEFERRED AMOUNT FOR LAURA STOLZENTHALER WAS $(3,894). COLUMN (C) ALSO INCLUDES THE ESTIMATED PRESENT VALUE OF ACCRUED QUALIFIED PENSION BENEFIT EARNED IN CALENDAR YEAR 2024 FOR EACH INDIVIDUAL.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENT ROBERT MENZI RECEIVED NON-FIXED PAYMENTS IN 2024. THESE WERE ONE-TIME DISCRETIONARY BONUSES IN RECOGNITION OF EXTRAORDINARY ACCOMPLISHMENTS DURING THE PRIOR YEAR. THE PAYMENTS WERE REPORTED AS TAXABLE INCOME ON THE EMPLOYEE'S 2024 W-2. SCHEDULE J, PART II ROBERT MENZI, FOUNDATION PRESIDENT & DIRECTOR; CHRISTOPHER J. MCKENZIE, FOUNDATION OFFICER & DIRECTOR; AND LAURA STOLZENTHALER, FOUNDATION OFFICER & DIRECTOR, WERE EMPLOYED BY WCS, A RELATED ORGANIZATION, IN 2024. WCS HAS COMPENSATION SETTING POLICIES AND PROCEDURES IN PLACE FOR EACH INDIVIDUAL WHICH MEET THE REBUTTABLE PRESUMPTION OF REASONABLENESS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION MEMBERS PER THE ORGANIZATION'S BYLAWS, THE CORPORATION SHALL HAVE ONE CLASS OF VOTING MEMBERS (THE "MEMBERS") WITHIN THE MEANING OF THE GENERAL CORPORATION LAW, AND THE INITIAL MEMBER SHALL BE WCS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION MEMBER POWERS PER THE ORGANIZATION'S BYLAWS, WCS HAS THE POWER TO FILL BOARD VACANCIES. WCS ALSO HAS THE POWER TO REMOVE A MAJORITY OF DIRECTORS AT ANY TIME, WITH OR WITHOUT CAUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEW THE FORM 990 IS PREPARED BY EXTERNAL TAX ADVISORS. PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE OFFICERS AND DIRECTORS OF THE HENRY L HEYMANN WILDLIFE PRESERVATION FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS ROBERT MENZI, FOUNDATION PRESIDENT & DIRECTOR; CHRISTOPHER J. MCKENZIE, FOUNDATION OFFICER & DIRECTOR; AND LAURA STOLZENTHALER, FOUNDATION OFFICER & DIRECTOR, WERE EMPLOYED BY WCS, A RELATED ORGANIZATION, IN 2024. WCS HAS COMPENSATION SETTING POLICIES AND PROCEDURES IN PLACE FOR EACH INDIVIDUAL WHICH MEET THE REBUTTABLE PRESUMPTION OF REASONABLENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENT DISCLOSURE THE FORM 990 IS MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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