AWBURY ARBORETUM ASSOCIATION (EIN 222614286) - 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

1916

Legal Domicile

Principal Officer

BRAD BOONE

Phone

2158492855

Tax Period

2023-01-01 to 2023-12-31

AWBURY ARBORETUM ASSOCIATION, founded in 1916, is a small nonprofit in the Environment sector that reported $536K in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $612K exceeded revenue, resulting in a 14% operating deficit.

Mission

Awbury Arboretum is a free public garden and farm serving Northwest Philadelphia. Building on the social justice values of our Quaker founders, we make a positive environmental impact, educate children and adults, and nurture an inclusive community.

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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 (2023)

Revenue Breakdown

Contributions & Grants $260,596

Program Service Revenue $272,228

Investment Income $2,724

Other Revenue $0

TOTAL REVENUE $535,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $281,389

Fundraising Expenses $55,001

Program Expenses $452,871

Other Expenses $330,425

TOTAL EXPENSES $611,814

Year-over-Year Comparison

	2023	2022	Change
Revenue	$535,548	$1,156,546	-0.5%
Expenses	$611,814	$1,062,966	-0.4%
Net Income	$-76,266	$93,580	-1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNA HALPERN	BOARD CHAIR/PRESIDENT	1.00	Officer Director	$0	$0	$0
SARA ROBBINS	BOARD VICE-CHAIR & SECRETARY, ARTS ADVISORY COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
BRAD BOONE	TREASURER	1.00	Officer Director	$0	$0	$0
MIKE GILLUM	DEVELOPMENT COMM. CHAIR	1.00	Officer Director	$0	$0	$0
ADAM HILL	LANDSCAPE COMM. CHAIR	1.00	Officer Director	$0	$0	$0
SHERYL WRIGHT	DEIA COMM. CHAIR	1.00	Officer Director	$0	$0	$0
SYDELLE ZOVE	COMMUNITY PLANNING COMM. CHAIR	1.00	Officer Director	$0	$0	$0
CAMILLE Z CHARLES	TRUSTEE	1.00	Director	$0	$0	$0
LORETTA TATE CRUMP	TRUSTEE	1.00	Director	$0	$0	$0
ALAN METCALFE	TRUSTEE	1.00	Director	$0	$0	$0
IAN PAPAJOHN	TRUSTEE	1.00	Director	$0	$0	$0
JASON HALL	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
LINDA OWENS	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
SARA STEVENSON	EXECUTIVE DIRECTOR	40.00	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
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

AWBURY ARBORETUM ASSOCIATION