TREE OF LIFE INC (EIN 010490209) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

WILL SIMON

Phone

2073742900

Tax Period

2025-01-01 to 2025-12-31

TREE OF LIFE INC, founded in 1987, is a small nonprofit in the Human Services sector that reported $501K in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $266K, a strong 53% operating margin.

Mission

PROVIDE EMERGENCY FOOD AND CLOTHING

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $219,224

Program Service Revenue $209,288

Investment Income $72,502

Other Revenue $0

TOTAL REVENUE $501,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,988

Other Expenses $235,123

TOTAL EXPENSES $235,123

Year-over-Year Comparison

	2025	2024	Change
Revenue	$501,014	$408,039	+0.2%
Expenses	$235,123	$192,134	+0.2%
Net Income	$265,891	$215,905	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILL SIMON	PRESIDENT AND TREASURER	24.00	Officer Director	$0	$0	$0
ANN DOTSON	BOARD MEMBER	5.00	Director	$0	$0	$0
KATHERINE O'DELL	SECRETARY	10.00	Officer Director	$0	$0	$0
LAURI RUNDELL	BOARD MEMBER	5.00	Director	$0	$0	$0
MARTHA SHELDON	BOARD MEMBER	5.00	Director	$0	$0	$0
PHIL TARDIF	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
ROSEMARY THORNE	BOARD MEMBER	5.00	Director	$0	$0	$0
ADRIENNE VOLENIK	BOARD MEMBER	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$501,014	$235,123	$2,414,099	$265,891
2024	$408,039	$192,134	$2,145,614	$215,905
2023	$468,715	$158,655	$1,930,659	$310,060
2022	$354,434	$129,316	$1,701,465	$225,118
2021	$329,011	$103,522	$1,571,322	$225,489
2020	$392,924	$137,368	$1,303,639	$255,556
2019	$286,407	$178,935	$999,778	$107,472
2018	$270,366	$193,082	$835,543	$77,284

TREE OF LIFE INC