AWBURY ARBORETUM ASSOCIATION

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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

1916

Legal Domicile

Principal Officer

MARK SELLERS

Phone

2158492855

Tax Period

2022-07-01 to 2023-06-30

AWBURY ARBORETUM ASSOCIATION, founded in 1916, is a community nonprofit in the Environment sector that reported $1.2M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 8% surplus.

Mission

THE MISSION OF THE AWBURY ARBORETUM ASSOCIATION IS TO PRESERVE AND INTERPRET AWBURY'S HISTORIC HOUSE AND LANDSCAPE, THEREBY CONNECTING AN URBAN COMMUNITY WITH NATURE AND HISTORY.

Program Service Accomplishments

Program 1

Expenses: $324,662 Revenue: $0

OPERATION OF NATURE, ENVIRONMENTAL AND AGRICULTURAL EDUCATIONAL PROGRAMS. MORE THAN 10,000 CHILDREN FROM INNER CITY NEIGHBORHOODS VISIT THE ARBORETUM AND PARTICIPATE IN OUR EDUCATIONAL PROGRAMS AND CAMPS EACH YEAR. OUR EDUCATIONAL PROGRAMS FOCUS ON ENVIRONMENTAL LITERACY AND AWARENESS, AND OFFER CHILDREN AN OPPORTUNITY TO LEARN ABOUT SUCH CONCEPTS AS ADAPTAION, HABITATS, DECOMPOSITION, WETLANDS AND FOOD PRODUCTION.

Program 2

Expenses: $230,225 Revenue: $0

OPERATION AND PRESERVATION OF A 56 ACRE PUBLIC GARDEN AND THE FRANCIS COPE HOUSE.

Program 3

Expenses: $61,136 Revenue: $0

COMMUNITY ENGAGEMENT: WE MAKE A CONCERTED EFFORT TO HAVE AWBURY ARBORETUM SEEN AS A HUB FOR COMMUNITY EVENTS AND PROGRAMS THAT WILL ENCOURAGE THE COMMUNITY'S USE AND APPRECIATION OF THE ARBORETUM...

COMMUNITY ENGAGEMENT: WE MAKE A CONCERTED EFFORT TO HAVE AWBURY ARBORETUM SEEN AS A HUB FOR COMMUNITY EVENTS AND PROGRAMS THAT WILL ENCOURAGE THE COMMUNITY'S USE AND APPRECIATION OF THE ARBORETUM. THE ARBORETUM IS AVAILABLE FOR COMMUNITY MEETINGS AND SOCIAL GATHERINGS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $701,306

Program Service Revenue $451,492

Investment Income $3,748

Other Revenue $0

TOTAL REVENUE $1,156,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $510,551

Fundraising Expenses $85,356

Program Expenses $722,294

Other Expenses $552,415

TOTAL EXPENSES $1,062,966

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,156,546	$1,055,916	+0.1%
Expenses	$1,062,966	$916,405	+0.2%
Net Income	$93,580	$139,511	-0.3%

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

400

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

$83,660

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNA HALPERN	BOARD CHAIR, NOMINATING COMMITTE CHAIR	1.00	Officer Director	$0	$0	$0
SARA ROBBINS	BOARD VICE-CHAIRS, SECRETARY, BOARD VICE CHAIR, ARTS ADVISORY COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL DRENNAN	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
MIKE GILLUM	DEVELOPMENT COMMITTE CHAIR	1.00	Officer Director	$0	$0	$0
ADAM HILL	LANDSCAPE COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
SHERYL WRIGHT	DEIA COMMITTEE CHAIR	1.00	Director	$0	$0	$0
SYDELLE ZOVE	COMMUNITY PLANNING COMMITTEE CHAIR	1.00	Director	$0	$0	$0
ROBERT BUTERA	EMERITUS	1.00	Director	$0	$0	$0
GRAHAM FINNEY	EMERITUS	1.00	Director	$0	$0	$0
CAMILLE Z CHARLES	TRUSTEE	1.00	Director	$0	$0	$0
LORETTA TATE CRUMP	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
JASON HALL	TRUSTEE	1.00	Director	$0	$0	$0
ALAN METCALFE	TRUSTEE	1.00	Director	$0	$0	$0
LINDA OWENS	TRUSTEE	1.00	Director	$0	$0	$0
IAN PAPPAJOHN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM REAUME	TRUSTEE	1.00	Director	$0	$0	$0
PAULINE TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER ZIMMERMAN	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$78,989	$0	$78,989
SARA STEVENSON	CURRENT EXECUTIVE DIRECTOR	40.00	Officer	$4,671	$0	$4,671

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	$1,156,546	$1,062,966	$1,978,261	$93,580
2023	$535,548	$611,814	$1,870,186	$-76,266
2023	$1,156,546	$1,062,966	$1,978,261	$93,580
2022	$1,055,916	$916,405	$1,466,230	$139,511
2021	$630,586	$694,998	$1,558,041	$-64,412
2020	$591,345	$655,409	$1,320,122	$-64,064
2019	$1,068,341	$856,011	$1,265,130	$212,330
2018	$949,991	$742,032	$1,119,667	$207,959