Oregon Zoo Foundation FY2024 filing

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $5,000 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

To foster community pride and involvement in the Oregon Zoo and to secure financial support for the zoo's conservation, education and animal welfare programs.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$667K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $223K a year · 2% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$667K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $20.8M in investments, Pt X · Ln 11–13
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.6M
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
28
of 28 voting members
Looks good: 28 of 28 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.4M
+6% vs prior year
Spent
$12.7M
To programs
77%
Net assets
$20.9M
By yearFY2021–FY2025
Revenue
$12.4M
FY2024▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2021$8.4M
FY2023$11.7M
FY2024$12.4M
FY2025$10.7M
Expenses
$12.7M
FY2024▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2021$9.2M
FY2023$9.9M
FY2024$12.7M
FY2025$10.6M
Net assets
$20.9M
FY2024▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2021$17.2M
FY2023$19.7M
FY2024$20.9M
FY2025$22.7M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $9.8M Management & general 14% · $1.8M Fundraising 8% · $1.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

33 people listed on the 990; $667K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Former Executive Director
$204,713Pt VII · Sec A
Director of Finance and Op
$141,027Pt VII · Sec A
Director of Development
$111,099Pt VII · Sec A
Director of Membership
$107,109Pt VII · Sec A
$103,503Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jennifer Rider’s $195K as Former Executive Director is at the 24th percentile of top reported officer pay among 225 $10–100M animals nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2021
Julie Fitzgerald—$204,713$212,247$194,250
Jennifer Rider$195,045———
Ruth Walkowski—$141,027$133,284$118,796
Maria Reyes$132,398$111,099——
Kristine Caldicott$130,243$103,503——
Christine Alexander$123,109$107,109——
Sharla Settlemier$71,960———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Oregon Zoo Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes community pride and financial support for the Oregon Zoo's conservation and education programs.

Questions for Oregon Zoo Foundation

Tap to ask. Oregon Zoo Foundation sees how many people are interested.

Your first name shows with your question. Oregon Zoo Foundation answers here, for everyone.

2 programs · $9.8M · in their own filed words · FY2023
01

Zoo support- raise funds that are granted to the oregon zoo to support its work in: conservation to ensure the long-term survival of species and their habitats, including restoring populations of native species in the pacific northwest; public education to empower learners of all ages to take action on behalf of wildlife and nature; and…

$9.1Mprogram expense
02

Membership services- operate a membership program that supports the daily operations of the oregon zoo and fosters the meaningful and lasting impact of the zoo in our community by providing members opportunities to engage in and learn about the zoo's conservation, education and animal welfare efforts.

$697Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$15K
Grants paid · 4 grants · $29.7M · 2020–2024
Oregon ZooFY2024$7,382,108
Oregon ZooFY2023$8,986,372
Oregon ZooFY2022$6,753,598
Oregon ZooFY2020$6,627,471

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$12.4M
Ln 12
Gifts and grantsLn 1h$11.8M
Investment incomeLn 3$575K
Other incomeLn 4–11$13K
Money outPt IX
$12.7M
Ln 25
Programscol B$9.8M
Managementcol C$1.8M
Fundraisingcol D$1.1M
Owns and owesPt X
$20.9M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$24.5M
LiabilitiesLn 26$3.6M
PeoplePt VI, VII
33
listed · VII A
PaidVII A5
Voting boardVI 1a28
IndependentVI 1b28
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11.8M
Noncash giftsLn 1g$121K
Fundraising eventsLn 1c$64K
Investment incomeLn 3$575K
Other incomeLn 4–11$13K
Total revenueLn 12$12.4M
Assets in detailPt X, end of year
CashLn 1$2.5M
SavingsLn 2$39K
Cash and savings togetherLn 1–2$2.5M
Pledges and grants receivableLn 3$652K
Prepaid expenses and deferred chargesLn 9$71K
Land, buildings, equipmentLn 10c$20K
InvestmentsLn 11–13$20.8M
Other assetsLn 15$490K
Total assetsLn 16$24.5M
LiabilitiesLn 26$3.6M
Net assetsLn 32$20.9M
OperationsPt I, VI
EmployeesI 521
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$354K
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$133K
Share of the $8.3M endowmentSch D 1g1.6%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY24FY23FY22FY21FY20
End of yearLn 1g$8.3M$6.8M$6.5M$7.8M$6.5M
Given inLn 1b$1.0M$2K$51K$401$23K
SpentLn 1d–1f−$331K−$327K−$318K−$312K−$289K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.7M$2.5M
InvestmentsLn 11–13$19.4M$20.8M
Land, buildings, equipmentLn 10c$20K$20K
Total assetsLn 16$22.9M$24.5M
LiabilitiesLn 26$3.2M$3.6M
Net assetsLn 32$19.7M$20.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$9.0M$9.0M
Pay of current officers, directors and key staffLn 5$397K$94K$223K$80K
Other salaries and wagesLn 7$1.2M$324K$401K$509K
Pension plan contributionsLn 8$75K$20K$27K$28K
Other employee benefitsLn 9$211K$74K$38K$99K
Payroll taxesLn 10$139K$35K$47K$57K
Lobbying feesLn 11d$626K$626K
Investment management feesLn 11f$133K$133K
Other fees for servicesLn 11g$371K$133K$208K$30K
Office expensesLn 13$401K$134K$41K$226K
TravelLn 17$53K$2K$22K$29K
Other expenses (24a–d)Ln 24$36K$536$26K$9K
Total functional expensesLn 25$12.7M$9.8M$1.8M$1.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 4, 2025 $10.7M$10.6M$146K$22.7M 990 PDF
FY2024 ViewingFiled with the IRS Nov 4, 2024 $12.4M$12.7M−$277K$20.9M 990 PDF
FY2023Filed with the IRS Oct 27, 2023 $11.7M$9.9M$1.7M$19.7M 990 PDF
FY2022 Not on file
FY2021Filed with the IRS Dec 14, 2021 $8.4M$9.2M−$715K$17.2M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $12,384,812 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $11,252,832$11,797,320
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $424,755$574,666
I-11 Other revenuePrior year −$7,810$12,826
I-12 Total revenuePrior year $11,669,777$12,384,812
I-13 Grants and similar amounts paidPrior year $6,753,598$8,986,372
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,067,695$2,055,336
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,112,358$1,620,368
I-18 Total expensesPrior year $9,933,651$12,662,076
I-19 Revenue less expensesPrior year $1,736,126−$277,264
Part VI · Governance 28 of 28 board members independent, no flags
VI-1a Voting members of the governing body28
VI-1b Independent voting members28
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,384,812 across 8 lines filed
VIII-1b Membership dues$5,754,864
VIII-1c Fundraising events$64,000
VIII-1f All other contributions, gifts and grants$5,978,456
VIII-1g Noncash contributions (included above)$121,329
VIII-1h Total contributions, gifts and grants$11,797,320
VIII-3 Investment incomeExcluded from tax $574,666$574,666
VIII-8 Net income from fundraising eventsExcluded from tax $12,826$12,826
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $587,492$12,384,812
Part IX · Statement of functional expenses $12,662,076 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $8,986,372$8,986,372
IX-5 Pay of current officers, directors and key staffPrograms $93,726 · Management $223,485 · Fundraising $79,756$396,967
IX-7 Other salaries and wagesPrograms $323,506 · Management $401,317 · Fundraising $509,184$1,234,007
IX-8 Pension plan contributionsPrograms $19,717 · Management $27,432 · Fundraising $27,820$74,969
IX-9 Other employee benefitsPrograms $74,117 · Management $38,028 · Fundraising $98,652$210,797
IX-10 Payroll taxesPrograms $35,283 · Management $46,739 · Fundraising $56,574$138,596
IX-11d Lobbying feesManagement $625,868$625,868
IX-11f Investment management feesManagement $133,011$133,011
IX-11g Other fees for servicesPrograms $133,052 · Management $207,798 · Fundraising $30,381$371,231
IX-13 Office expensesPrograms $134,396 · Management $41,069 · Fundraising $225,919$401,384
IX-17 TravelPrograms $2,493 · Management $21,620 · Fundraising $28,877$52,990
IX-24 Other expenses (24a–d)Programs $536 · Management $26,256 · Fundraising $9,092$35,884
IX-25 Total functional expensesPrograms $9,803,198 · Management $1,792,623 · Fundraising $1,066,255$12,662,076
Part X · Balance sheet $24,547,388 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $2,643,185$2,465,088
X-2 Savings and temporary cash investmentsStart of year $39,262$39,263
X-3 Pledges and grants receivableStart of year $183,743$651,588
X-9 Prepaid expenses and deferred chargesStart of year $111,964$70,833
X-10c Land, buildings and equipment, netStart of year $19,500$19,500
X-11 Publicly traded securitiesStart of year $19,356,124$20,811,513
X-15 Other assetsStart of year $563,196$489,603
X-16 Total assetsStart of year $22,916,974$24,547,388
X-17 Accounts payable and accrued expensesStart of year $293,736$44,892
X-18 Grants payableStart of year $2,625,567$3,354,962
X-19 Deferred revenueStart of year $302,147$219,068
X-26 Total liabilitiesStart of year $3,221,450$3,618,922
X-27 Net assets without donor restrictionsStart of year $19,074,795$18,589,269
X-28 Net assets with donor restrictionsStart of year $620,729$2,339,197
X-32 Total net assets or fund balancesStart of year $19,695,524$20,928,466
X-33 Total liabilities and net assetsStart of year $22,916,974$24,547,388
Part XI · Reconciliation of net assets $20,928,466 net assets at year end
XI-1 Total revenue$12,384,812
XI-2 Total expenses$12,662,076
XI-3 Revenue less expenses−$277,264
XI-4 Net assets at start of year$19,695,524
XI-5 Net unrealized gains (losses) on investments$1,510,206
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$20,928,466

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.