GANNA WALSKA LOTUSLAND (EIN 237082550) - 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

2009

Legal Domicile

Principal Officer

REBECCA ANDERSON

Phone

8059693767

Tax Period

2024-01-01 to 2024-12-31

GANNA WALSKA LOTUSLAND, founded in 2009, is a mid-sized nonprofit that reported $14.0M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.1M, a strong 58% operating margin.

Mission

TO PRESERVE AND ENHANCE THE UNIQUE BOTANIC GARDENS AND HISTORIC ESTATE OF MADAME GANNA WALSKA.

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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 $10,679,484

Program Service Revenue $917,467

Investment Income $2,336,924

Other Revenue $116,028

TOTAL REVENUE $14,049,903

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,539,360

Fundraising Expenses $1,087,472

Program Expenses $3,649,123

Other Expenses $2,388,930

TOTAL EXPENSES $5,955,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,049,903	$9,977,049	+0.4%
Expenses	$5,955,540	$5,847,936	+0.0%
Net Income	$8,094,363	$4,129,113	+1.0%

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

243

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

$392,764

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL BIFANO	PAST PRESIDENT	4.00	Director	$0	$0	$0
GEOFF CRANE	TRUSTEE	7.00	Director	$0	$0	$0
CAROLINE THOMPSON	TRUSTEE	4.00	Director	$0	$0	$0
LESLEY CUNNINGHAM	TRUSTEE	4.00	Director	$0	$0	$0
DAVID M JONES	PRESIDENT	15.00	Officer Director	$0	$0	$0
ANTHONY GRUMBINE	TRUSTEE	6.00	Director	$0	$0	$0
JOSEPH MAREK	TRUSTEE	4.00	Director	$0	$0	$0
STEPHEN SCHAIBLE	TREASURER	7.00	Officer Director	$0	$0	$0
RICK VITELLE	TRUSTEE	3.00	Director	$0	$0	$0
RON CAIRD	TRUSTEE	3.00	Director	$0	$0	$0
RACHAEL DOUGLAS	TRUSTEE	3.00	Director	$0	$0	$0
JEFFREY F ROMANO	TRUSTEE	5.00	Director	$0	$0	$0
LAURA BRIDLEY	TRUSTEE	10.00	Director	$0	$0	$0
MERRYL BROWN	TRUSTEE	7.00	Director	$0	$0	$0
MARI MITCHEL	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
CRYSTAL WYATT	SECRETARY	4.00	Officer Director	$0	$0	$0
LISA WOLF	TRUSTEE	6.00	Director	$0	$0	$0
ASHLEY ADELSON	TRUSTEE	8.00	Director	$0	$0	$0
JEANNE ANDERSON	TRUSTEE	5.00	Director	$0	$0	$0
MARK SCHMIDT	TRUSTEE	3.00	Director	$0	$0	$0
WENDY SCHMIDT	TRUSTEE	3.00	Director	$0	$0	$0
CONNIE FLOWERS PEARCY	TRUSTEE	7.00	Director	$0	$0	$0
SUSIE READ CRONIN	TRUSTEE	3.00	Director	$0	$0	$0
ELIZABETH PATTERSON	TRUSTEE	2.00	Director	$0	$0	$0
REBECCA ANDERSON	CHIEF EXECUTIVE OFFICER	40.00	Officer	$252,624	$17,221	$269,845
FIONA BRENNAN	DIRECTOR OF FINANCE	40.00	Officer	$119,702	$3,217	$122,919
TYLER DIEHL	DIRECTOR OF GROUNDS	40.00	Highest	$107,695	$13,822	$121,517
PATRICIA SADEGHIAN	DIRECTOR OF DEVELOPMENT	40.00	Highest	$131,731	$6,587	$138,318
ADAM FLINT	DIRECTOR OF OPERATIONS	40.00	Highest	$108,616	$3,725	$112,341

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	$14,049,903	$5,955,540	$50,277,616	$8,094,363
2023	$9,977,049	$5,847,936	$40,689,655	$4,129,113
2022	$8,577,757	$5,332,912	$33,690,902	$3,244,845
2021	$7,014,521	$4,604,763	$33,491,956	$2,409,758
2020	$5,098,158	$3,922,567	$30,101,481	$1,175,591
2019	$7,853,150	$4,018,633	$28,545,414	$3,834,517
2018	$3,703,319	$3,646,318	$23,491,146	$57,001

GANNA WALSKA LOTUSLAND