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Animals : Zoos and Aquariums (Grantmaking/Grants Payable)

Oregon Zoo Foundation

Amplifying the Oregon Zoo's accomplishments in conservation, education and animal welfare.

four stars

94.75

4001 Southwest Canyon Road Portland, OR 97221
tel: (503) 220-5770   Web Site
EIN: 93-0718337

Board Leadership
Rob Erickson
Chair

CEO
Julie Fitzgerald
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 94.75 four stars
  Financial 93.22 four stars
  Accountability & Transparency 97.00 four stars
This rating was published 04/01/2019 and includes data from FY2018, the most recent 990 received at that time.

The mission of the Oregon Zoo Foundation (OZF) is 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. By amplifying the zoo's accomplishments, OZF ignites interest and investment in creating a better future for wildlife. OZF is a 501(c)(3) non-profit organization led by a volunteer Board of Trustees comprising Oregon business and community leaders. Under the coordination of the OZF Director, income generating activities include fundraising, grant writing, sponsorship and the administration and cultivation of more than 45,000 member households. Since 1997, OZF has contributed over $48M to the Oregon Zoo.

The mission of the Oregon Zoo Foundation (OZF) is 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. By amplifying the zoo's accomplishments, OZF ignites interest and investment in creating a better future for wildlife. OZF is a 501(c)(3) non-profit organization led by a volunteer Board of Trustees comprising Oregon business and community leaders. Under the coordination of the OZF Director, income generating activities include fundraising, grant writing, sponsorship and the administration and cultivation of more than 45,000 member households. Since 1997, OZF has contributed over $48M to the Oregon Zoo.

Financial

four stars

93.22

Accountability & Transparency

four stars

97.00

This rating was published 04/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
78.8%
  Administrative Expenses 7.3%
  Fundraising Expenses 13.7%
  Fundraising Efficiency $0.13
  Working Capital Ratio (years) 2.05
  Program Expenses Growth 29.5%
  Liabilities to Assets 14.8%
All data for Financial Performance Metrics calculations was provided by Oregon Zoo Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Oregon Zoo Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Zoo Foundation (OR) 94.75 four stars
Rhode Island Zoological Society (RI) 87.49 three stars
North Carolina Zoological Society (NC) 90.19 four stars
Fort Wayne Zoological Society (IN) 86.61 three stars
Greater Los Angeles Zoo Association (CA) 92.45 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,073,111
   Federated Campaigns $0
   Membership Dues $5,300,210
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $7,373,321
   Program Service Revenue $0
Total Primary Revenue $7,373,321
   Other Revenue $274,698
TOTAL REVENUE $7,648,019
   
EXPENSES  
   Program Expenses $6,545,604
   Administrative Expenses $472,408
   Fundraising Expenses $952,506
TOTAL FUNCTIONAL EXPENSES $7,970,518
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-322,499
   
Net Assets $13,935,282

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Granting $5,955,034 91.0%
Membership Services $590,570 9.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 04/01/2019 94.75 four stars
2017-06 12/01/2018 88.65 three stars
2016-06 10/01/2017 84.93 three stars
2015-06 06/01/2016 92.96 four stars
 
CN 2.0
2014-06 02/01/2016 85.93 three stars
2014-06 09/01/2015 85.80 three stars
2013-06 10/01/2014 82.17 three stars
2012-06 08/01/2013 80.60 three stars
2011-06 07/01/2012 80.36 three stars
2010-06 12/23/2011 95.36 four stars
2009-06 09/20/2011 92.22 four stars
 
CN 1.0
2009-06 07/01/2010 95.42 four stars
2008-06 10/01/2009 95.91 four stars
2007-06 03/01/2009 91.53 four stars
2006-06 05/01/2007 91.68 four stars
2005-06 07/01/2006 93.40 four stars
2004-06 05/01/2005 93.44 four stars
2003-06 07/01/2004 73.56 two stars
2002-06 06/09/2003 84.87 three stars
2001-06 02/05/2003 87.95 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 93-0718337
Name in IRS Master File OREGON ZOO FOUNDATION
NTEE Code D11
NTEE Classification Single Organization Support
NTEE Type Animal-Related
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (60) Museum, zoo, planetarium, etc.
(994) Described in section 170(b)1)(a)(vi) of the Code
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date September, 1979
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$138,239 1.73% Julie Fitzgerald Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Zoo Foundation (OR) 94.75 four stars
Santa Barbara Zoo (CA) 93.81 four stars
Cleveland Zoological Society (OH) 91.06 four stars
Rhode Island Zoological Society (RI) 87.49 three stars
Henry Vilas Park Zoological Society (WI) 90.07 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Oregon Zoo Foundation
4001 Southwest Canyon Road
Portland, OR 97221
tel: (503) 220-5770
fax: (503) 223-9323
EIN: 93-0718337

Visit Web Site

Board Leadership

Rob Erickson
Chair

CEO

Julie Fitzgerald
Executive Director

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