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Zoological Society Of Milwaukee County Endowment Tr

Karen Peck Katz Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Animal-Related / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.89M (2023)

Expenses
$439k (2023)

Total Assets
$11.7M (2023)

Total Liabilities
$6.53k (2023)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,893,716
Expenses
$439,347
Net Income
$1,454,369
Net Assets
$11,735,534
Notable Sources of Revenue Percent of Total Revenue
Contributions $799,997
42.2%
Program Services $0
Investment Income $296,915
15.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $796,804
42.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,742,061
Total Liabilities $6,527
Net Assets $11,735,534
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Joe Frohna (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0
Dave Strelitz (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$544,316
Expenses
$207,030
Net Income
$337,286
Net Assets
$9,956,271
Notable Sources of Revenue Percent of Total Revenue
Contributions $376,697
69.2%
Program Services $0
Investment Income $93,994
17.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $73,625
13.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,956,271
Total Liabilities $0
Net Assets $9,956,271
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Joe Frohna (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0
Dave Strelitz (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,014,814
Expenses
$226,215
Net Income
$788,599
Net Assets
$9,276,918
Notable Sources of Revenue Percent of Total Revenue
Contributions $348,555
34.3%
Program Services $0
Investment Income $324,723
32.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $341,536
33.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,276,918
Total Liabilities $0
Net Assets $9,276,918
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Joe Frohna (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0
Dave Strelitz (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$780,442
Expenses
$483,450
Net Income
$296,992
Net Assets
$11,114,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $145,738
18.7%
Program Services $0
Investment Income $139,186
17.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $495,518
63.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,319,059
Total Liabilities $204,790
Net Assets $11,114,269
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Joe Frohna (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0
Dave Strelitz (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$627,640
Expenses
$870,789
Net Income
-$243,149
Net Assets
$10,004,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,698
7.4%
Program Services $0
Investment Income $221,987
35.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $358,955
57.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,165,650
Total Liabilities $161,550
Net Assets $10,004,100
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Ray Wilson (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,396,543
Expenses
$3,230,494
Net Income
-$1,833,951
Net Assets
$10,208,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $802,194
57.4%
Program Services $0
Investment Income $226,944
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $367,405
26.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,336,187
Total Liabilities $127,317
Net Assets $10,208,870
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Ray Wilson (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,413,224
Expenses
$723,956
Net Income
$689,268
Net Assets
$12,060,222
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,137,564
80.5%
Program Services $0
Investment Income $264,267
18.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,393
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,980,372
Total Liabilities $9,920,150
Net Assets $12,060,222
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Ray Wilson (Trustee) $0 $0 $0
Mark Poker (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,632,693
Expenses
$631,941
Net Income
$2,000,752
Net Assets
$11,156,811
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,852,757
70.4%
Program Services $0
Investment Income $200,033
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $579,903
22.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,384,655
Total Liabilities $8,227,844
Net Assets $11,156,811
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Ray Wilson (Trustee) $0 $0 $0
Mark Poker (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$919,432
Expenses
$690,396
Net Income
$229,036
Net Assets
$9,218,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $647,908
70.5%
Program Services $0
Investment Income $153,712
16.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $117,812
12.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,626,200
Total Liabilities $1,407,693
Net Assets $9,218,507
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Gina Peter (Trustee) $0 $0 $0
Mark Poker (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,117,613
Expenses
$641,411
Net Income
$476,202
Net Assets
$8,574,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $742,852
66.5%
Program Services $0
Investment Income $160,528
14.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $214,233
19.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,684,804
Total Liabilities $110,043
Net Assets $8,574,761
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Gina Peter (Trustee) $0 $0 $0
Mark Poker (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,274,221
Expenses
$597,790
Net Income
$676,431
Net Assets
$8,547,232
Notable Sources of Revenue Percent of Total Revenue
Contributions $779,939
61.2%
Program Services $0
Investment Income $134,144
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $360,138
28.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,654,858
Total Liabilities $107,626
Net Assets $8,547,232
Compensation
Key Employees and Officers Compensation Related Other
Michael Grebe (Trustee) $0 $0 $0
Karen Peck Katz (Trustee) $0 $0 $0
Gina Peter (Trustee) $0 $0 $0
Mark Poker (Trustee) $0 $0 $0
Barry Sattell (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$676,003
Expenses
$555,597
Net Income
$120,406
Net Assets
$7,755,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $468,338
69.3%
Program Services $0
Investment Income $149,432
22.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $58,233
8.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,889,471
Total Liabilities $133,857
Net Assets $7,755,614

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$880,441
Expenses
$445,884
Net Income
$434,557
Net Assets
$7,191,676
Notable Sources of Revenue Percent of Total Revenue
Contributions $694,463
78.9%
Program Services $0
Investment Income $133,170
15.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $52,808
6.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,305,778
Total Liabilities $114,102
Net Assets $7,191,676

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,162,576
Expenses
$269,292
Net Income
$893,284
Net Assets
$6,118,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $913,768
78.6%
Program Services $0
Investment Income $168,429
14.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $80,379
6.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,188,288
Total Liabilities $69,948
Net Assets $6,118,340

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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