NATIONAL ARBOR DAY FOUNDATION (EIN 237169265) - 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

NICOLE RASMUSSEN

Phone

4024745655

Tax Period

2024-07-01 to 2025-06-30

NATIONAL ARBOR DAY FOUNDATION, founded in 1971, is a major nonprofit in the Environment sector that reported $111.9M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $104.5M left a modest 7% surplus.

Mission

THE PURPOSE OF THE CORPORATION SHALL BE TO ENGAGE IN EDUCATIONAL AND CHARITABLE ACTIVITIES INCLUDING OFFICALLY PROMOTING THE ANNUAL OBSERVANCE OF ARBOR DAY, INSPIRING PEOPLE TO PLANT, NURTURE, AND CELEBRATE TREES, STIMULATING A WORLD-WIDE PROGRAM OF TREE AND HORTICULTURAL PLANTING AND CARE, ADVANCING NATURE EDUCATION AND ENVIRONMENTAL EDUCATION, AND MAINTAINING ARBOR DAY FARM, THE ESTATE OF ARBOR DAY'S FOUNDER, J. STERLING MORTON.

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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 $85,638,124

Program Service Revenue $16,585,322

Investment Income $4,910,443

Other Revenue $4,733,107

TOTAL REVENUE $111,866,996

Expense Breakdown

Grants Paid $12,196,738

Salaries & Benefits $28,248,717

Fundraising Expenses $20,840,745

Program Expenses $71,514,629

Other Expenses $64,060,630

TOTAL EXPENSES $104,506,085

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,866,996	$99,061,954	+0.1%
Expenses	$104,506,085	$91,666,382	+0.1%
Net Income	$7,360,911	$7,395,572	0.0%

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

657

Volunteers

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

$1,136,360

Total Directors

Key Employees

$2,151,202

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KACEY KC	TRUSTEE	1.00	Director	$0	$0	$0
DANIELLE CRUMRINE	TRUSTEE	1.00	Director	$0	$0	$0
PAT COVEY	CHAIR	1.00	Director	$0	$0	$0
CRAYTON WEBB	TRUSTEE	1.00	Director	$0	$0	$0
MARK JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE WELDON	TRUSTEE	1.00	Director	$0	$0	$0
MAK AZADI	TRUSTEE	1.00	Director	$0	$0	$0
ERNESTO HERRERA	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER GREENFELD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT RUANO	TRUSTEE	1.00	Director	$0	$0	$0
DENISE NAGUIB	TURSTEE	1.00	Director	$0	$0	$0
KENNETH R MUNSON	TRUSTEE	1.00	Director	$0	$0	$0
DAN LAMBE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$484,641	$32,506	$517,147
KATIE LOOS	PRESIDENT	40.00	Officer	$284,550	$61,502	$346,052
NICOLE RASMUSSEN	CHIEF FINANCIAL OFFICER	40.00	Officer	$221,870	$51,291	$273,161
GARY DEEMER	DIRECTOR, ACCOUNTING	40.00	Key Emp	$185,562	$17,948	$203,510
YINKA AKINYEMI	VP HUMAN RESOURCES	40.00	Key Emp	$211,619	$39,567	$251,186
PAUL COOPER	CHIEF OPERATING OFFICER	40.00	Key Emp	$225,822	$53,640	$279,462
AUSTIN MACKRILL	VP OF EXPERIENCE	40.00	Key Emp	$164,319	$45,621	$209,940
DANIEL MORROW	VP PROGRAMS AND PARTNERSHIPS	40.00	Key Emp	$203,193	$49,120	$252,313
MICHELLE SAULNIER	VP PROGRAMS AND PARTNERSHIPS	40.00	Key Emp	$179,355	$17,480	$196,835
BRANDON SCHUSTER	VP ARBOR DAY FARM	40.00	Key Emp	$166,025	$46,067	$212,092
KATRINA WELLS	VP MARKETING & COMMUNICATIONS	40.00	Key Emp	$201,153	$46,003	$247,156
PETE DAVIS	MANAGING DIRECTOR OF CATALYTIC INVESTMENTS	40.00	Key Emp	$261,011	$37,697	$298,708
LAUREN MARSHALL	DIRECTOR, LANDSCAPE RESTORATION	40.00	Highest	$170,666	$8,215	$178,881
BEN WILINSKY	DIRECTOR, PARTNERSHIPS AND	40.00	Highest	$174,987	$17,511	$192,498
MICHAEL ASHLEY	ENTERPRISE ARCHITECT	40.00	Highest	$149,201	$22,596	$171,797
SUK WORTMAN	INTEGRATED EXPERIENCE	40.00	Highest	$161,167	$6,908	$168,075
NANCY S DAVIS	MARKETING CAMPAIGN AND ANALYTICS MANAGER	40.00	Highest	$148,743	$7,181	$155,924

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	$111,866,996	$104,506,085	$136,343,254	$7,360,911
2024	$99,061,954	$91,666,382	$120,580,411	$7,395,572
2023	$97,035,028	$85,958,857	$114,239,127	$11,076,171
2022	$94,760,158	$78,863,450	$95,545,348	$15,896,708
2021	$89,090,344	$75,187,856	$85,736,247	$13,902,488
2020	$83,851,981	$70,749,310	$72,817,945	$13,102,671
2019	$58,040,055	$56,910,139	$50,039,298	$1,129,916

NATIONAL ARBOR DAY FOUNDATION