BARTLETT ARBORETUM ASSOCIATION INC (EIN 066079591) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

TRACY KAY

Phone

2033226971

Tax Period

2024-07-01 to 2025-06-30

BARTLETT ARBORETUM ASSOCIATION INC, founded in 1965, is a community nonprofit in the Environment sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

TO CULTIVATE AND DEVELOP AN EXPANSIVE COLLECTION OF TREES, GARDENS, AND PLANTS FOR ALL TO EXPLORE, ENJOY AND STUDY; AND TO PROVIDE THROUGH EDUCATION AND STEWARDSHIP, A GREENER, HEALTHIER, MORE BEAUTIFUL ENVIRONMENT.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,089,912

Program Service Revenue $127,137

Investment Income $64,232

Other Revenue $59,373

TOTAL REVENUE $1,340,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $740,478

Fundraising Expenses $101,398

Program Expenses $1,124,667

Other Expenses $665,353

TOTAL EXPENSES $1,405,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,340,654	$974,092	+0.4%
Expenses	$1,405,831	$1,397,737	+0.0%
Net Income	$-65,177	$-423,645	-0.8%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

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

$159,016

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY BORBA	DIRECTOR	3.00	Director	$0	$0	$0
PETER RUSSELL	DIRECTOR	4.00	Director	$0	$0	$0
LEIGH SHEMITZ	DIRECTOR	3.00	Director	$0	$0	$0
NICK ATTARD	TREASURER	1.00	Officer Director	$0	$0	$0
BRANDON BOGARD	DIRECTOR	1.00	Director	$0	$0	$0
RANDY SKIGEN	CHAIR	2.00	Officer Director	$0	$0	$0
JANE CARLIN	DIRECTOR	1.00	Director	$0	$0	$0
VALERIA WELLS	DIRECTOR	2.00	Director	$0	$0	$0
LEE ANN FERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN VARAMO	DIRECTOR	1.00	Director	$0	$0	$0
JAMES DEPONTE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CYNTHIA MANIFOLD DOUGHERTY	DIRECTOR	1.00	Director	$0	$0	$0
LEAH KAGAN	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
POLLY MORROW	EX OFFICO	1.00	Director	$0	$0	$0
HONG PAN	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNE POLLAK	DIRECTOR	1.00	Director	$0	$0	$0
BRENDAN BUSCHMAN	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW FLIESSER	DIRECTOR	1.00	Director	$0	$0	$0
EVE LAPINE	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH TULLY	DIRECTOR	1.00	Director	$0	$0	$0
DAWN FISS	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE MCALLISTER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK NOONAN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREEA PAMINT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL QUEALLY	DIRECTOR	1.00	Director	$0	$0	$0
TRACY KAY	CEO	40.00	Officer	$159,016	$0	$159,016

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	$1,340,654	$1,405,831	$2,477,116	$-65,177
2024	$974,092	$1,397,737	$2,410,566	$-423,645
2023	$1,487,942	$1,355,832	$2,739,806	$132,110
2022	$1,396,700	$1,193,258	$2,470,549	$203,442
2021	$1,162,278	$1,231,218	$2,480,773	$-68,940
2020	$1,436,203	$1,158,347	$2,406,382	$277,856
2020	$1,436,203	$1,158,347	$2,406,382	$277,856
2019	$939,203	$1,074,432	$1,845,490	$-135,229

BARTLETT ARBORETUM ASSOCIATION INC