Wegner Arboretum Society (EIN 208784637) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Mike Cooper

Phone

6053674414

Tax Period

2023-01-01 to 2023-12-31

Wegner Arboretum Society, founded in 2007, is a small nonprofit in the Arts, Culture & Humanities sector that reported $262K in total revenue in fiscal year 2020. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $233K left a modest 11% surplus.

Mission

To nurture connections between plants and people, past and present, in an inspiring natural setting that invites discovery.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $788,684

Program Service Revenue $53,764

Investment Income $9,719

Other Revenue $4,543

TOTAL REVENUE $856,710

Expense Breakdown

Grants Paid $487,157

Salaries & Benefits $110,614

Fundraising Expenses $0

Program Expenses $628,343

Other Expenses $30,572

TOTAL EXPENSES $628,343

Year-over-Year Comparison

	2023	2022	Change
Revenue	$856,710	$407,992	+1.1%
Expenses	$628,343	$296,931	+1.1%
Net Income	$228,367	$111,061	+1.1%

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

Total Directors

$57,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mike Cooper	Executive Dir.	30.00	Director	$57,100	$0	$57,100
Heather Kittleson	Director	0.00	Director	$0	$0	$0
Ben Arndt	Treasurer	0.00	Officer Director	$0	$0	$0
Mike Crane	President	0.00	Officer Director	$0	$0	$0
Anthony Pizer	Director	0.00	Director	$0	$0	$0
David Rezac	Vice President	0.00	Director	$0	$0	$0
Robin Arden	Director	0.00	Director	$0	$0	$0
Dominic Walkes	Vice President	0.00	Officer Director	$0	$0	$0
Dick Brown	Director	0.00	Director	$0	$0	$0
Michelle Erpenbach	Secretary	0.00	Officer Director	$0	$0	$0
Ann Wilson	Director	0.00	Director	$0	$0	$0
Paul DeJong	Director	0.00	Director	$0	$0	$0
Scott Anderson	Government Apt	0.00	Director	$0	$0	$0
Don Kearney	Government Apt.	0.00	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
2024	No data	No data	No data	No data
2023	$856,710	$628,343	$711,219	$228,367
2022	$407,992	$296,931	$459,000	$111,061
2021	$153,783	$137,000	$338,920	$16,783
2020	$261,974	$232,820	$356,577	$29,154

Wegner Arboretum Society