Nonprofit · EIN 39-6795665
ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR
Also known as KAREN PECK KATZ TTEE
Tax-exempt · MILWAUKEE, WI 53226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,032,049 | $429,016 | $603,033 | $14,385,299 | $0 | $14,385,299 |
| December 31, 2024 | 990 | $720,525 | $368,714 | $351,811 | $12,741,147 | $0 | $12,741,147 |
| December 31, 2023 | 990 | $1,893,716 | $439,347 | $1,454,369 | $11,742,061 | $6,527 | $11,735,534 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $83,222
- Program service revenue
- $0
- Investment income
- $948,827
- Net gain from sales of assets
- $637,347
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $347,443
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $10,400
- Program services (functional)
- $347,443
- Management and general (functional)
- $81,573
Balance sheet and other
- Total assets, start of year
- $12,741,147
- Total assets, end of year
- $14,385,299
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,385,299
- Publicly traded securities
- $14,296,015
- Net assets without donor restrictions
- $3,968,902
- Net assets with donor restrictions
- $10,416,397
- Gross receipts
- $6,392,108
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2007
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL GREBE | TRUSTEE Trustee or director | 2 | $0 |
| KAREN PECK KATZ | TRUSTEE Trustee or director | 2 | $0 |
| JOE FROHNA | TRUSTEE Trustee or director | 2 | $0 |
| BARRY SATTELL | CHAIRMAN Trustee or director, Officer | 2 | $0 |
| DAVE STRELITZ | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL GREBE | TRUSTEE Trustee or director | 2 | $0 |
| KAREN PECK KATZ | TRUSTEE Trustee or director | 2 | $0 |
| JOE FROHNA | TRUSTEE Trustee or director | 2 | $0 |
| BARRY SATTELL | CHAIRMAN Trustee or director, Officer | 2 | $0 |
| DAVE STRELITZ | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL GREBE | TRUSTEE Trustee or director | 2 | $0 |
| KAREN PECK KATZ | TRUSTEE Trustee or director | 2 | $0 |
| JOE FROHNA | TRUSTEE Trustee or director | 2 | $0 |
| BARRY SATTELL | CHAIRMAN Trustee or director, Officer | 2 | $0 |
| DAVE STRELITZ | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 10005 W BLUEMOUND RD, MILWAUKEE, WI 53226-4346
- In care of
- % BERT DAVID
- Principal officer (990 for 2025)
- BARRY SATTELL, 10005 W BLUEMOUND RD, MILWAUKEE, WI 53226
- Signed the 990
- BARRY SATTELL, CHAIRMAN
- Phone
- (414) 258-2333
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
TO PROVIDE SUPPORT & FUNDING FOR THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE & THE MILWAUKEE COUNTY ZOO.
Program accomplishments
- TO PROVIDE SUPPORT & FUNDING FOR THE MISSION OF THE ZOOLOGICAL SOCIETY OF MILWAUKEE & THE MILWAUKEE COUNTY ZOO.Expenses $347,443 · grants $347,443
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6795665
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Animal-related (D115)
- Assets (IRS master file)
- $14,385,299
- Income (IRS master file)
- $6,392,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,032,049 | $429,016 | $14,385,299 | XML |
| 990 | December 2024 | $720,525 | $368,714 | $12,741,147 | XML |
| 990 | December 2023 | $1,893,716 | $439,347 | $11,742,061 | XML |
| 990 | December 2022 | $544,316 | $207,030 | $9,956,271 | IRS |
| 990 | September 2022 | $1,014,814 | $226,215 | $9,276,918 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6795665).
Questions about ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR
- What is the EIN of ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR?
- The employer identification number (EIN) of ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR is 39-6795665.
- Is ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR?
- The 990 for the year ended December 31, 2025 names BARRY SATTELL.
- Who are the officers and directors of ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY ENDOWMENT TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,032,049, expenses of $429,016 and total assets of $14,385,299 at year end.
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