ARBORETUM MARKET INVESTMENT GROUP INC C/O L&B REALTY ADVISORS LLP (EIN 202422242) - 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

2005

Legal Domicile

Principal Officer

STACIE S CROWN

Phone

2149890800

Tax Period

2025-01-01 to 2025-12-31

ARBORETUM MARKET INVESTMENT GROUP INC C/O L&B REALTY ADVISORS LLP, founded in 2005, is a community nonprofit in the Community Improvement sector that reported $3.5M in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

ACQUIRE REAL PROPERTY AND REMIT NET INCOME TO THE TAX-EXEMPT SHAREHOLDER OF THIS ORGANIZATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,163

Other Revenue $3,511,976

TOTAL REVENUE $3,515,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,515,139	$3,056,400	+0.2%
Expenses	N/A	N/A	N/A
Net Income	N/A	$3,056,400	N/A

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

N/A

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
STACIE S CROWN	PRESIDENT/CHAIRMAN/DIRECTOR	0.50	Officer Director	$0	$0	$0
JENNIFER A HANSON	SECRETARY/TREASURER/DIRECTOR	0.50	Officer Director	$0	$0	$0
G ANDREWS SMITH	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL FORMANEK	VICE PRESIDENT	0.50	Officer	$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	$3,515,139	No data	$64,718,216	No data
2024	No data	No data	No data	No data
2023	$1,357,733	No data	$59,659,058	No data
2022	$1,968,044	No data	$57,004,196	No data
2021	$2,539,769	No data	$56,286,416	No data
2020	$2,688,579	No data	$58,427,272	No data

ARBORETUM MARKET INVESTMENT GROUP INC C/O L&B REALTY ADVISORS LLP