RISING TREETOPS AT OAKHURST (EIN 135674230) - 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

1906

Legal Domicile

Principal Officer

MARILYN FRIEDMAN

Phone

2125334020

Tax Period

2024-01-01 to 2024-12-31

RISING TREETOPS AT OAKHURST, founded in 1906, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $3.6M left a modest 7% surplus.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS, INCLUDING AUTISM AND PHYSICAL AND INTELLECTUAL DISABILITIES, AND PROVIDE RESPITE FOR THEIR FAMILIES THROUGH A YEAR-ROUND CAMP EXPERIENCE, BASED IN MONMOUTH COUNTY, NJ.

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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 $1,032,355

Program Service Revenue $2,580,287

Investment Income $192,874

Other Revenue $42,246

TOTAL REVENUE $3,847,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,951,447

Fundraising Expenses $116,483

Program Expenses $3,050,081

Other Expenses $1,611,851

TOTAL EXPENSES $3,563,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,847,762	$3,332,486	+0.2%
Expenses	$3,563,298	$3,284,610	+0.1%
Net Income	$284,464	$47,876	+4.9%

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

100

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

$210,427

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARILYN FRIEDMAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
ANDREW MARRUS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT FAGENSON	TREASURER	1.00	Officer Director	$0	$0	$0
RUTHANNE ISELIN	SECRETARY	1.00	Officer Director	$0	$0	$0
ADELLE RATHE	DIRECTOR	1.00	Director	$0	$0	$0
AIMEE FRANKEL	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA SCHARF	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN BOVO	DIRECTOR	10.00	Director	$0	$0	$0
EUGENE MERCY III	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER A WHYMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BYREN	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE NUNZIATA	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH EISENBERG	DIRECTOR	1.00	Director	$0	$0	$0
KRISTA LONG	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA R GREENER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT L HERMANOS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN STAMLER	DIRECTOR	1.00	Director	$0	$0	$0
STANLEY COLIN ARNO	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PACENZA	EXECUTIVE DIRECTOR	40.00	Officer	$173,936	$36,491	$210,427

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
2024	$3,847,762	$3,563,298	$6,410,421	$284,464
2023	$3,332,486	$3,284,610	$6,055,580	$47,876
2022	$3,456,970	$2,890,985	$5,506,487	$565,985
2021	$2,382,053	$2,267,293	$5,430,008	$114,760
2020	$2,018,441	$2,143,564	$5,184,687	$-125,123
2019	$2,870,398	$2,602,417	$4,817,535	$267,981
2018	$3,153,895	$2,557,760	$4,289,654	$596,135

RISING TREETOPS AT OAKHURST