MINNESOTA LANDSCAPE ARBORETUM FOUNDATION (EIN 237081057) - 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

1971

Legal Domicile

Principal Officer

KATHY PERSIAN

Phone

6123011271

Tax Period

2024-07-01 to 2025-06-30

MINNESOTA LANDSCAPE ARBORETUM FOUNDATION, founded in 1971, is a mid-sized nonprofit in the Environment sector that reported $24.8M in total revenue in fiscal year 2024. The organization ran a surplus of $9.3M, a strong 37% operating margin.

Mission

TO SUPPORT CHARITABLE, PLANT-BASED SCIENTIFIC, AND EDUCATIONAL ACTIVITIES (CONT. ON PG. 40) EXCLUSIVELY FOR THE BENEFIT OF THE MINNESOTA LANDSCAPE ARBORETUM OF THE UNIVERSITY OF MINNESOTA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $18,717,861

Program Service Revenue $0

Investment Income $5,915,483

Other Revenue $199,716

TOTAL REVENUE $24,833,060

Expense Breakdown

Grants Paid $13,011,409

Salaries & Benefits $1,468,854

Fundraising Expenses $1,425,905

Program Expenses $13,708,404

Other Expenses $1,045,015

TOTAL EXPENSES $15,525,278

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,833,060	$23,196,545	+0.1%
Expenses	$15,525,278	$11,846,051	+0.3%
Net Income	$9,307,782	$11,350,494	-0.2%

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

N/A

Volunteers

2168

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
KATHY PERSIAN	PRESIDENT & REGENT TRUSTEE	2.00	Officer Director	$0	$0	$0
ALENE SUSSMAN	VICE PRESIDENT & REGENT TRUSTEE	2.00	Officer Director	$0	$0	$0
PATRICK BASSETT	TREASURER & REGENT TRUSTEE	2.00	Officer Director	$0	$0	$0
LORIN DEBONTE	TREASURER & REGENT TRUSTEE	2.00	Officer Director	$0	$0	$0
DIANE SHELGREN	SECRETARY & REGENT TRUSTEE	2.00	Officer Director	$0	$0	$0
JENNIFER ALLEN	REGENT TRUSTEE	1.00	Director	$0	$0	$0
PROF DR NEIL ANDERSON	TRUSTEE (THROUGH JUNE 2025)	1.00	Director	$0	$0	$0
PATRICK BAILEY	TRUSTEE	1.00	Director	$0	$0	$0
BROOKE BROWN	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN BROTHERS	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE BRUNN	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN BUHR	REGENT TRUSTEE	1.00	Director	$0	$0	$0
SUNNY FENTON DAHLIN	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT FISHER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT FRIMERMAN	TRUSTEE	1.00	Director	$0	$0	$0
AMY HAPKA	REGENT TRUSTEE	1.00	Director	$0	$0	$0
MEGHAN HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
PROF DR ADRIAN HEGEMAN	REGENT & DHS TRUSTEE	1.00	Director	$0	$0	$0
HEATHER HILLE	TRUSTEE	1.00	Director	$0	$0	$0
NANCY JONES	TRUSTEE	1.00	Director	$0	$0	$0
ISABEL KEATING	TRUSTEE (THROUGH JUNE 2025)	1.00	Director	$0	$0	$0
JERRY LEE	TRUSTEE (THROUGH OCT 2024)	1.00	Director	$0	$0	$0
ZHEN ZHEN LUO	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA MACMILLAN	TRUSTEE	1.00	Director	$0	$0	$0
SIMON MAY	TRUSTEE	1.00	Director	$0	$0	$0
JUDY MORGAN	REGENT TRUSTEE	1.00	Director	$0	$0	$0
DAVID PHELPS	TRUSTEE	1.00	Director	$0	$0	$0
BERNADETTE PIACEK-LLANES	TRUSTEE	1.00	Director	$0	$0	$0
MARY ELLA PRATTE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER PUTNAM	TRUSTEE	1.00	Director	$0	$0	$0
LINDA TANK	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM UPJOHN	TRUSTEE (THROUGH JUNE 2025)	1.00	Director	$0	$0	$0
NANCY VOGT	AUXILIARY TRUSTEE	1.00	Director	$0	$0	$0
BARRY WARNER	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2025	$24,833,060	$15,525,278	$116,587,228	$9,307,782
2024	$23,196,545	$11,846,051	$102,934,643	$11,350,494
2023	$42,105,375	$11,840,538	$87,725,937	$30,264,837
2022	$11,223,885	$12,291,134	$56,554,497	$-1,067,249
2021	$21,917,439	$7,877,609	$60,806,401	$14,039,830
2020	$8,503,144	$8,204,408	$39,035,138	$298,736
2019	$10,462,157	$15,211,137	$38,994,052	$-4,748,980

MINNESOTA LANDSCAPE ARBORETUM FOUNDATION