CORA HARTSHORN ARBORETUM & BIRD SA… - Form 990 Financial Data

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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

1961

Legal Domicile

Principal Officer

MUKTA BHATIA

Phone

9733763587

Tax Period

2023-09-01 to 2024-08-31

CORA HARTSHORN ARBORETUM & BIRD SANCTUARY, founded in 1961, is a small nonprofit in the Environment sector that reported $470K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $401K left a modest 15% surplus.

Mission

TO FOSTER AND PROMOTE ENVIRONMENTAL AWARENESS, EDUCATION, AND STEWARDSHIP WITHIN THE GREATER COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $301,775 Revenue: $208,358

PUBLIC EDUCATION PROGRAMS THAT FOSTER AWARENESS AND RESPECT FOR NATURE AND THE ENVIRONMENT IN THE SETTING OF AN HISTORIC WOODLANDS GARDEN.

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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 $161,765

Program Service Revenue $208,358

Investment Income $99,652

Other Revenue $0

TOTAL REVENUE $469,775

Expense Breakdown

Grants Paid $0

Salaries & Benefits $280,238

Fundraising Expenses $29,554

Program Expenses $301,775

Other Expenses $120,265

TOTAL EXPENSES $400,503

Year-over-Year Comparison

	2023	2022	Change
Revenue	$469,775	$359,809	+0.3%
Expenses	$400,503	$413,527	0.0%
Net Income	$69,272	$-53,718	-2.3%

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

120

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

$88,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH WEBB	PRESIDENT	2.00	Officer Director	$0	$0	$0
MUKTA BHATIA	TREASURER	4.00	Officer Director	$0	$0	$0
JORDAN DAVIS	SECRETARY	2.00	Officer Director	$0	$0	$0
JENNA BLAU	TRUSTEE	1.00	Director	$0	$0	$0
DAVID LOMBARDY	TRUSTEE	1.00	Director	$0	$0	$0
BAHAR FIROZ	TRUSTEE	1.00	Director	$0	$0	$0
MAGGIE HAMES	TRUSTEE	1.00	Director	$0	$0	$0
ALYSON MONAGHAN LEVY	TRUSTEE	1.00	Director	$0	$0	$0
JORGE MASTROPIETRO	TRUSTEE	1.00	Director	$0	$0	$0
KIM MOORE	TRUSTEE	1.00	Director	$0	$0	$0
PRIYA PATEL	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN SERRUTO	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL COHEN	TRUSTEE	1.00	Director	$0	$0	$0
TEDOR WHITMAN	EXECUTIVE DIRECTOR	40.00	Officer	$85,000	$3,400	$88,400

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	No data	No data	No data	No data
2024	$469,775	$400,503	$4,629,888	$69,272
2023	$359,809	$413,527	$4,118,887	$-53,718
2022	$339,257	$368,152	$3,970,308	$-28,895
2021	$418,653	$407,058	$4,494,176	$11,595
2020	$288,875	$384,889	$4,019,464	$-96,014
2019	$350,624	$388,992	$3,880,282	$-38,368
2019	$350,624	$382,673	$3,886,639	$-32,049
2018	$284,627	$366,716	$3,870,786	$-82,089
2017	$217,993	$352,725	$3,764,726	$-134,732

CORA HARTSHORN ARBORETUM & BIRD SANCTUARY